Amid a market obsessed with artificial intelligence, investment firm Giverny Capital reveals a new position in Hawkins, Inc., a specialty chemicals manufacturer. We examine the rationale behind this contrarian bet and what it says about current market dynamics.
KTM's preliminary 2025 financial results reveal a steep decline in revenue and sales, casting doubt on the efficacy of recent restructuring efforts and raising questions about the brand's near-term recovery trajectory.
While the German market gained a modest 7.7%, steel dust recycling leader Befesa (ETR:BFSA) delivered a total shareholder return of 54% over the past twelve months. This impressive rebound follows a challenging three-year period, sparking investor debate on whether it signals a sustained recovery or a temporary rally.
A 16% quarterly bounce offers little solace for Cargojet Inc. shareholders, who have watched the stock plummet 57% over five years. While fundamentals show glimmers of strength, the air freight carrier's long-term trajectory remains a pressing concern for the market.
A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.
Nine men face prosecution for one of Nigeria's deadliest rural attacks in recent years, as authorities seek to demonstrate action on persistent security crises in the volatile Middle Belt region.
Footwear giant Deckers Brands announced a 7.1% rise in Q3 FY26 net sales to $1.95 billion, driven by explosive growth from its HOKA running brand and solid gains from UGG, despite a challenging retail environment.
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.
Barrell Craft Spirits has sold a contract bottling plant in Jeffersontown, Kentucky, consolidating operations back to its Louisville site amid shifting consumer demand and a broader slowdown in the US whiskey category.
A House panel is set to vote on referring Bill and Hillary Clinton to the Justice Department for contempt of Congress, escalating a long-running investigation into their connections to the Jeffrey Epstein case.
The Geely-owned electric vehicle maker Polestar has secured a major $400 million equity investment from a consortium led by Sumitomo Mitsui Banking Corporation and Standard Chartered Bank, signaling crucial financial backing as it navigates a competitive market.
As Chinese exports, from electric vehicles to e-commerce goods, reshape Latin American markets, governments and industries grapple with the dual pressures of affordable consumer goods and strained local manufacturing, forcing a delicate recalibration of trade policies and regional alliances.
The pharmaceutical giant's final major U.S. facility will rise in Pennsylvania's historic Lehigh Valley, aiming to produce its promising triple-hormone drug retatrutide and bolster domestic supply chains for blockbuster obesity treatments.
As the global payments giant prepares to report its fiscal year results, analysts forecast continued strong fundamentals for Visa. However, its recent underperformance against the broader market and a cautious consumer climate raise questions for investors seeking value.
Citing a global rocket shortage and industry-wide bottlenecks, Amazon has formally requested the FCC to push back a key deployment deadline for its Kuiper satellite internet constellation by two years, highlighting the logistical challenges of competing with SpaceX's Starlink.
Despite a challenging 2025, Giverny Capital's latest investor letter highlights Charles Schwab as a key portfolio contributor, projecting sustained growth for the financial giant as market dynamics evolve.
Finance ministers from Germany and Poland have called for a joint leadership role in boosting Europe's competitiveness, citing a shifting global landscape and internal bureaucratic hurdles.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
Aylo, the company behind major adult sites like Pornhub, has cut off access for new users in the UK. The move marks a dramatic reversal in its stance on the country's Online Safety Act, with the firm claiming the age verification rules push users toward riskier corners of the web.
The military leadership in Guinea-Bissau has freed a key opposition figure and pledged to form an inclusive government, in moves widely seen as an effort to appease regional bloc ECOWAS following November's coup.
