Evercore ISI adjusts Capital One's price target following its $5.15B Brex deal, citing near-term headwinds but long-term strategic potential in the competitive payments landscape.
Elon Musk's newly merged AI venture, xAI, is actively seeking cryptocurrency experts to train its models on digital asset markets. The move follows the blockbuster union with SpaceX and points to a strategic push into AI-driven financial analysis.
The building materials distributor sees its return on capital employed fall to 2.3%, significantly trailing the industry average, raising questions about its reinvestment strategy and growth trajectory.
Despite a recent earnings miss that left shares flat, a deeper look at Knight-Swift Transportation's finances reveals a stronger underlying business, with significant one-off costs masking operational resilience.
As property insurance costs skyrocket in disaster-prone states, a growing number of homeowners are considering the perilous move of dropping coverage entirely. Experts warn of the severe financial risks, while exploring alternative strategies for those feeling the pinch.
A discounted cash flow analysis suggests L.B. Foster Company's shares may be trading at a substantial discount to their intrinsic value, presenting a potential opportunity for investors.
European software, data analytics, and advertising shares tumbled on Tuesday as the rapid evolution of AI models, including new legal-focused tools, sparked investor fears over the durability of established business models. The sell-off highlights a dramatic shift in sentiment toward sectors once considered prime AI beneficiaries.
Despite a robust 45% surge in earnings per share, Lonza Group AG (VTX:LONN) shareholders have seen their investment decline by 11% over the past year, starkly underperforming the broader Swiss market. This divergence underscores how investor sentiment and future expectations can overshadow even solid current financial performance.
An analysis of the German beverage company's financial metrics reveals flat returns on capital and limited reinvestment, casting doubt on its potential for high growth despite a rising stock price.
Aquestive Therapeutics faces a regulatory delay for its sublingual epinephrine film, Anaphylm, after the FDA raised concerns primarily about its packaging and labeling. The company views the issues as solvable and is moving forward with redesigns and new studies, aiming for a 2026 resubmission while advancing parallel filings abroad.
UnitedHealth Group shares have tumbled nearly 47% over the past year, significantly underperforming the broader market and raising urgent questions about its valuation. While a standard discounted cash flow model suggests the stock is deeply undervalued, investors are weighing the model's optimistic assumptions against mounting regulatory and operational headwinds in the healthcare sector.
Following its annual results showing $5 billion in revenue, Antero Resources (AR) faces a valuation conundrum as its share price weakens. While long-term returns remain stellar, recent momentum has cooled, raising questions about its fair value in a shifting energy landscape.
Biosimilars developer Alvotech (NASDAQ: ALVO) presents a complex picture for investors, with recent short-term share price gains starkly contrasted by a punishing 57% decline over the past year. As the stock trades at a significant discount to some analyst targets, the market debates whether this signals a prime opportunity or reflects deeper, unresolved challenges.
CNBC's Jim Cramer has spotlighted healthcare distributor McKesson Corp., noting its history of post-earnings rallies. However, the 'Mad Money' host cautions that aggressive regulatory rhetoric from the White House could unsettle the entire sector.
CNBC's Jim Cramer has reaffirmed his bullish stance on Alphabet Inc., labeling the tech giant as the premier holding in his portfolio ahead of its earnings report. The endorsement comes as analysts scrutinize the company's performance in search, cloud, and AI.
CNBC's Jim Cramer has placed Palantir Technologies on his radar ahead of its quarterly report, expressing confidence in the data analytics firm's performance and highlighting the combative leadership style of CEO Alex Karp.
NVIDIA's previously discussed multi-billion dollar investment in OpenAI has stalled, with CEO Jensen Huang clarifying the figure was never a binding commitment. The development redirects investor attention to the chipmaker's capital discipline and diversified partnerships amid soaring AI infrastructure demand.
As Grab Holdings' share price hovers near $4.41, a significant divergence emerges between valuation models. A discounted cash flow analysis suggests deep undervaluation, while its sky-high P/E ratio signals overvaluation, leaving investors to weigh the tech giant's long-term potential against its current financial metrics.
While the average retiree receives just under $2,000 monthly, those in the highest income brackets can secure nearly $3,000. We break down the numbers for affluent retirees in their 80s and what it means for retirement security.
Howmet Aerospace's stock retreated 3.8% this week, mirroring broader market softness. However, a look at the five-year horizon reveals a staggering 647% surge, closely aligned with robust earnings growth, underscoring the resilience of the aerospace components manufacturer.
