PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.
SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.
Lockheed Martin capped a year of robust sales growth with a historic $194 billion order backlog, driven by soaring demand for its advanced defense systems. The aerospace giant announced plans for a significant 'step function' increase in capital investment for 2026 to ramp up production of missiles and next-generation capabilities.
As Sempra (NYSE: SRE) navigates a massive capital investment cycle for grid modernization and clean energy, investors are scrutinizing whether its current stock price accurately reflects its long-term strategy. We analyze key valuation metrics and the broader market context to assess if the utility giant is fairly valued.
DaVita Inc. (NYSE: DVA) reported fourth-quarter revenue and profit that surpassed analyst forecasts, driven by strategic pricing and operational efficiency. The results sent shares sharply higher as the dialysis giant navigates a complex regulatory and demographic landscape.
Tenet Healthcare has regained complete ownership of its revenue cycle management subsidiary Conifer, buying out CommonSpirit Health's minority stake in a deal valued at nearly $2.7 billion. The move signals Tenet's renewed commitment to the business and plans for significant AI investment.
Amid a sharp stock decline, ServiceNow's strong Q4 2025 results and a $9.5 billion buyback signal management's confidence. The deeper integration of Anthropic's Claude AI across critical sectors like healthcare and finance is positioned as the central catalyst for its long-term transformation, even as investors question the ROI of massive AI investments.
A major grant from Centene's foundation aims to tackle housing insecurity for justice-involved individuals in Chicago, spotlighting the healthcare giant's community investments as its stock faces persistent headwinds.
As markets navigate a new year, analysts are eyeing potential outperformers. Amazon, BeOne Medicines, and Enterprise Products Partners emerge as compelling picks, each backed by distinct catalysts from AI to biotech breakthroughs.
Investment firm Maxim Group reaffirms its Buy rating and $1.50 price target for Strive Inc., following the company's transformative acquisition of Semler Scientific, which positions it as a major corporate Bitcoin holder and expands its healthcare tech footprint.
Shares of The Pennant Group (PNTG) have climbed 15% in recent months, yet remain below yearly highs. With a P/E ratio significantly above the industry average, analysts are divided on whether the stock's growth prospects justify its premium valuation.
The world's largest sovereign wealth fund has modeled a scenario where the AI-driven capital spending boom fails to deliver productivity gains, projecting a potential 53% plunge in global equities and a 35% hit to its own portfolio value.
As Evercore prepares to report fourth-quarter results, analysts anticipate steady revenue growth. The firm's consistent history of beating estimates and the performance of its peers set the stage for a closely watched announcement.
Amid a competitive waste management sector, Waste Connections (WCN) is drawing investor attention for its focus on underserved rural markets and a vast network of landfills that create high barriers to entry. With a recent analysis pointing to significant upside potential, we examine the company's operational leverage, revenue diversification, and the financial metrics underpinning the bullish thesis.
Beyond its commercial applications, Iridium Communications Inc.'s (IRDM) resilient satellite constellation is being viewed as a critical asset for modern defense architectures, driving renewed investor interest despite recent stock volatility.
Taiwan Semiconductor Manufacturing Company (TSMC) continues to solidify its position as the indispensable engine of the global tech industry. Driven by insatiable AI demand and strategic global expansion, the chipmaking titan's financial performance and long-term outlook are drawing intense investor scrutiny and bullish projections.
A recent SEC filing reveals a major purchase of the Vanguard 0-3 Month Treasury Bill ETF, signaling a strategic move for liquidity and yield in a volatile market.
U.S. equities found firmer ground Tuesday, buoyed by a robust factory activity report. The rally unfolded as investors grow increasingly discerning about AI-related capital expenditures, creating clear winners and losers.
As Wall Street remains fixated on software-based AI, a leading tech analyst argues the next trillion-dollar opportunity lies in 'physical AI'—machines that see, move, and act. Dan Ives of Wedbush singles out Tesla and Nvidia as the indispensable architects of this new industrial revolution.
Starbucks announces a significant expansion of U.S. recycling access for its polypropylene cold cups, a move that intertwines environmental goals with investor considerations amid mixed financial performance.
