As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
Despite a steep decline from its highs, UiPath's pivot towards agentic AI and a path to sustained profitability is drawing investor scrutiny. We examine its valuation, competitive moat, and growth runway in a crowded field.
For those on a fixed income, inflation isn't just an economic indicator—it's a direct assault on financial security. Experts warn that failing to plan for rising costs can halve a retiree's purchasing power over decades. Here’s a strategic guide to building a resilient portfolio.
While the industrial sector has surged ahead of the broader market, not all companies are equally positioned for sustainable growth. We analyze one defense contractor with strong tailwinds and two manufacturers where valuation concerns loom large.
While many chase high-risk, loss-making stories, Tyler Technologies (TYL) stands out with consistent profitability and growth. We examine the key metrics and management alignment that make this software provider a stock worth watching.
A discounted cash flow analysis suggests Onto Innovation's stock is trading close to its intrinsic value. We break down the assumptions behind the model and what it means for investors in the competitive chip equipment sector.
While often operating behind the scenes, industrial companies are the engine of the U.S. economy. Bolstered by a favorable interest rate environment, the sector has surged 18.8% in the last six months, significantly outpacing the S&P 500. We analyze two firms with durable competitive edges and one that may be losing momentum.
As AI spending surges, investors face a classic choice: TSMC, the indispensable manufacturer powering the entire industry, or AMD, the aggressive designer aiming to dethrone Nvidia. We analyze the risk-reward calculus.
While geopolitical tensions have rattled regional markets, a closer look reveals resilient smaller companies in the GCC and Turkey offering unique value propositions. We analyze three firms with market caps under $900 million in the education, packaging, and industrial sectors.
As Japan heads to the polls, Prime Minister Sanae Takaichi's expansionary fiscal pledges are being put to the test in a critical 30-year bond auction, with investors wary of the nation's towering debt burden.
The UK's economic recovery faces a significant drag from recently implemented fiscal tightening, with growth forecasts remaining subdued for the coming year, according to a leading economic forecaster.
As the EU's landmark 'Next Generation' fund nears its final payout deadlines, its ambitious goal of modernizing the bloc's economy is being hampered by bureaucracy, skills gaps, and questions over long-term sustainability, despite pockets of innovation.
Facing rising US tariffs and global supply chain pressures, India's latest budget prioritizes strategic sectors and export support while maintaining fiscal discipline, signaling a cautious pivot toward economic resilience.
As voters from Japan to Brazil head to the polls in a packed electoral calendar, investors brace for potential market volatility. The outcomes could redefine fiscal policies, international alliances, and economic trajectories in a world already navigating U.S. monetary uncertainty and geopolitical strife.
Chinese electric vehicle maker NIO reports a near-doubling of January deliveries year-over-year, surpassing one million cumulative vehicles. The company is pushing into new markets in Europe and Asia while rolling out a major driver-assistance system upgrade to its existing fleet, even as it navigates subsidy reductions and intensifying competition at home.
Shares of Jacobs Solutions (J) have retreated from recent highs, closing at $135.26, prompting investors to scrutinize whether the engineering and consulting giant's strategic pivot justifies its premium valuation.
The Israeli government has ordered Médecins Sans Frontières (MSF) to cease operations in Gaza by the end of February, citing the aid group's refusal to hand over details of its Palestinian staff—a move critics decry as a dangerous politicization of humanitarian aid.
Jacobs Solutions prepares to release its fourth-quarter financial results, with analysts projecting moderate revenue growth but watching closely after recent earnings misses and a volatile professional services landscape.
As BrightView Holdings prepares to report its fourth-quarter results, investors are watching closely to see if the commercial landscaping leader can halt a streak of revenue misses and navigate a challenging economic environment.
Chipotle Mexican Grill is set to report its latest quarterly results Tuesday afternoon, with investors watching closely for signs of resilience in consumer spending and operational execution against a backdrop of moderating sales growth.
