Chinese regulators have greenlit the first wave of Nvidia's advanced H200 AI chip orders for major firms including Alibaba and ByteDance, marking a potential turning point for the chipmaker's access to a critical market and fueling optimism for its stock trajectory.
As the Federal Reserve prepares for a potential policy shift in 2026, analysts flag real estate, financials, energy, and consumer discretionary as vulnerable sectors. Structural challenges and changing macroeconomic conditions could pressure performance despite broader market gains.
IDEXX Laboratories reports robust fourth-quarter and full-year 2025 results, with double-digit revenue growth fueled by record instrument placements and strategic innovations like InVue DX and CancerDx. The company provides a confident outlook for 2026, targeting continued organic growth despite sector headwinds.
Garrett Motion (GTX) is drawing strong buy ratings from analysts, with a median price target suggesting over 20% upside, driven by its strategic pivot to zero-emission vehicle technologies and resilient financial profile.
Aptiv PLC sees mixed but upwardly revised price targets from major analysts, with Piper Sandler upgrading the auto tech supplier to Overweight and naming it a top pick for 2026, citing its pragmatic strategy and attractive valuation.
Despite a recent sales miss, AutoZone (AZO) is doubling down on store growth, drawing mixed analyst reactions. JPMorgan remains bullish with an $4,100 price target, while Wolfe Research downgraded the stock, highlighting the complex landscape for the auto parts retailer.
Wall Street's top analysts made waves Monday with revised ratings on key stocks, highlighting a growing divergence in tech and retail outlooks as earnings season approaches.
Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.
A deep dive into valuation metrics suggests Martin Marietta Materials (MLM) shares may be pricing in an overly optimistic outlook for construction growth, with key models indicating potential overvaluation.
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.
The frozen food giant announces a steady quarterly payout, with analysts highlighting a sustainable yield but tempered expectations for future dividend hikes.
As the aviation industry gathers in Singapore, leaders confront persistent supply chain disruptions and shifting trade winds, even as they chart a course for sustainable growth in the world's fastest-growing travel market.
The European Central Bank convenes this week with a resurgent euro presenting a fresh dilemma, threatening to dampen inflation and undermine the export engine of the eurozone's largest economies just as recovery gains momentum.
Japan's manufacturing activity expanded at its fastest pace since mid-2022 in January, a key private survey shows, driven by robust domestic and international orders. While the sector's revival is clear, rising input costs and inflation concerns temper the optimism.
A revised price target for Haivision Systems (TSX:HAI) is shifting the investment narrative, prompting a closer look at the video streaming technology firm's prospects amid evolving market conditions.
As crude prices spike on Middle East tensions, fears of reignited inflation and subsequent Fed action cast a shadow over risk assets, with Bitcoin failing to capitalize on its perceived 'safe-haven' narrative.
Littelfuse shares rallied sharply following the closure of its Basler Electric acquisition, alongside stronger-than-expected Q1 2026 sales guidance and a new dividend declaration, despite posting a significant net loss for Q4 2025.
JPMorgan raises Edison International's price target to $66, citing model updates ahead of earnings. The utility giant, noted for its sustainable high-yield dividend, continues to benefit from California's electrification trends and regulated investment framework.
The consumer goods giant reported stronger-than-expected Q4 results, citing growth across key metrics despite inflationary pressures. As it rolls out its ambitious 2030 growth plan, management warns of a volatile global operating environment in the year ahead.
Citi analyst Geoff Meacham raised his price target on Bristol-Myers Squibb (BMY) to $60, citing a more favorable setup for the sector. The move comes as the drugmaker also announces a partnership with Microsoft to leverage AI for earlier lung cancer detection.
