As a partial government shutdown enters its third day, Rep. Ro Khanna (D-Calif.) is rallying House Democrats to reject a reopening bill, arguing it would endorse controversial ICE tactics. The standoff centers on separating Homeland Security funding from other agencies.
While the frequency of U.S. government shutdowns has declined since the 1990s, a deepening partisan divide has transformed them into longer, more damaging stalemates, with 22 closures since 1976 imposing growing costs on federal operations and the public.
NextEra Energy is aggressively pursuing long-term power supply agreements with major technology firms, positioning itself as a one-stop shop for clean, reliable electricity to fuel the data center boom. Its strategy hinges on a three-pronged approach: record renewable energy additions, potential nuclear fleet expansion, and a pioneering gas plant with carbon capture technology developed with ExxonMobil.
Shares of Ethos Technologies have slumped 10.7% year-to-date, trading around $15.05. A detailed valuation analysis reveals a stark contradiction: while a discounted cash flow model suggests massive undervaluation, its price-to-earnings ratio paints a picture of overvaluation. This divergence highlights the critical debate among investors about the insurer's true worth and future trajectory.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
Investment firm Tanager Wealth Management has fully divested its position in Centessa Pharmaceuticals, capitalizing on the biotech's near-60% annual surge. The move highlights strategic portfolio rebalancing as the stock's rally potentially amplified its risk profile within a diversified fund.
While both ETFs target the high-flying U.S. technology sector, a closer look reveals critical distinctions in diversification, concentration risk, and liquidity that could sway long-term portfolio outcomes.
Microchip Technology expands its embedded systems portfolio with the launch of the PIC32CM PL10 microcontroller family and an enhanced maXTouch M1 touchscreen line, targeting growing demand in automotive displays and industrial automation.
TTM Technologies (TTMI) has landed a significant multi-year agreement, valued at up to $200 million, to supply critical components for Raytheon's next-generation LTAMDS radar system. The deal arrives as the defense contractor's stock surges, reigniting discussions on whether its current valuation fully reflects future growth prospects and inherent risks.
Trane Technologies (TT) shares rallied after the climate solutions leader posted Q4 2025 results that topped estimates, buoyed by robust bookings and a record backlog. The company's confident guidance for 2026 has fueled investor optimism, though its premium valuation is drawing scrutiny.
The U.S. Air Force Research Laboratory has awarded Palladyne AI a contract for its HANGTIME project, marking a significant expansion of the company's autonomous swarm software from ground and air assets into the space domain. The deal validates the company's core technology but comes as investors weigh its growth potential against ongoing financial challenges.
Facing softer demand and tariff volatility, Minerals Technologies (MTX) reported steady 2025 sales of $2.1B but saw margins contract. Leadership emphasized cost discipline and safety while detailing a series of expansion projects poised to drive a meaningful rebound in the coming year.
Stryker Corporation's latest earnings report, driven by its MedSurg, Neurotechnology divisions and the Mako surgical robot, has reignited investor debate. With shares near $370 and a bullish fair value estimate of $427, analysts are weighing robust growth against a premium valuation.
Tetra Tech's stock has surged following strong Q1 results, raised guidance, and enhanced capital returns. While analysts see further upside, questions linger over contract risks and a premium valuation.
Following a stellar 62% surge in 2025, the Latin American fintech giant Nu Holdings is positioned for another strong year, driven by robust growth, soaring profitability, and vast market potential.
Specialty metals maker Carpenter Technology posted record Q2 sales and raised its full-year operating income outlook, yet its stock fell sharply. The divergence highlights investor concerns over valuation and the company's heavy dependence on the aerospace cycle, even as demand in the sector remains robust.
Despite posting solid revenue and profit growth for its final quarter of 2025, Roper Technologies' stock fell sharply this week after its guidance for the coming year fell short of Wall Street's expectations, highlighting the challenges for diversified software firms in an AI-dominated market.
This week's Big Tech earnings revealed a stark divide: companies using existing cash cows to fund AI ambitions versus those betting the farm on a future payoff. The market's patience for visionary spending is wearing thin, demanding concrete timelines and a path to profit.
Baidu's flagship AI assistant, Ernie, has surpassed 200 million monthly active users, a milestone reported by the Wall Street Journal. The growth underscores Baidu's deepening integration of AI across its ecosystem amid fierce competition with domestic tech rivals.
Nasdaq Inc. reported stronger-than-expected fourth-quarter results, fueled by surging revenue from its technology solutions division and strategic AI initiatives, even as the company navigates a tighter margin environment.
