Alphabet's AI Pivot Fuels Record Rally: Is It Too Late to Buy In?
Alphabet's stock surge, driven by its successful integration of AI, has investors weighing whether its current valuation still offers a compelling entry point for long-term growth.
Alphabet's stock surge, driven by its successful integration of AI, has investors weighing whether its current valuation still offers a compelling entry point for long-term growth.
American Express reported a 10.6% year-over-year revenue increase to $17.57 billion for the fourth quarter of 2025, yet missed Wall Street's sales expectations. Earnings per share of $3.53 met analyst consensus estimates.
A landmark trade agreement secured during Prime Minister Keir Starmer's visit to Beijing will see Chinese import duties on Scotch whisky cut from 10% to 5%, effective immediately. The move, hailed by industry leaders, is projected to inject £250 million into the UK economy and boost competitiveness in a key growth market.
In a significant departure from its longstanding position, an Israeli military official has acknowledged a death toll in Gaza close to 70,000, aligning with figures long maintained by Palestinian health authorities. This admission follows over two years of war and persistent international scrutiny over casualty counts.
In its Q4 2025 letter, Greenlight Capital revealed a new position in dental distributor Henry Schein (HSIC), arguing the stock presents an opportunity for operational improvement and shareholder returns, despite recent underperformance.
Panama's President Jose Raul Mulino has moved to calm market and labor fears following a landmark Supreme Court ruling that annulled key port contracts held by a CK Hutchison subsidiary. He announced that APM Terminals Panama is prepared to step in temporarily to ensure continuity, with a guarantee of no job losses.
In its Q4 2025 letter, David Einhorn's Greenlight Capital revealed a new position in Antero Resources (AR), signaling a strategic move into the natural gas sector. The hedge fund's portfolio returned 8.5% for the quarter, outpacing the S&P 500.
South Africa has declared Israel's deputy ambassador persona non grata, giving him 72 hours to depart, citing "unacceptable" diplomatic violations and insulting social media posts targeting President Ramaphosa. The move escalates tensions already frayed by South Africa's genocide case against Israel at the UN's top court.
David Einhorn's Greenlight Capital has closed its position in insurer Brighthouse Financial following a sale agreement, detailing the move in its latest investor letter. The hedge fund reported solid quarterly returns but continues to trail the broader market.
President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and advocate for central bank reform, to chair the Fed, following his sustained public criticism of Jerome Powell's interest rate policy.
In a landmark deal, AstraZeneca has licensed a suite of next-generation weight-loss drugs from China's CSPC, aiming to challenge the dominance of Lilly and Novo Nordisk with longer-acting monthly injectables.
The AI-as-a-Service (AIaaS) market is witnessing significant growth, fueled by cloud innovation and corporate demand for scalable AI solutions. While data privacy remains a hurdle, the integration of generative AI and tailored platforms is accelerating adoption across industries.
A new industry analysis reveals the apparel and textiles sector is falling dangerously behind on its climate commitments, with progress too slow to meet critical international targets.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Titan Wealth Holdings has agreed to acquire Plymouth's Sound Financial Management, a move set to add approximately £600m in advised assets and bolster the group's regional presence in England's growing southwest market.
Amid market volatility, these three companies offering yields above 4% present a compelling case for income-focused investors, backed by strategic pivots and resilient business models.
Goldman Sachs downgrades iHeartMedia to Sell, warning that shifting audio consumption and ad trends threaten growth, even as the company's TikTok partnership aims to capture younger audiences.
President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and longtime critic of its recent policy, to be the next chair of the central bank, setting up a potential shift in monetary policy amid ongoing tensions over interest rates and Fed independence.
A detailed Discounted Cash Flow analysis suggests Eagle Eye Solutions Group (LON:EYE) shares are trading close to their estimated intrinsic value. We examine the assumptions behind the numbers and what investors should consider beyond the model.
SoFi Technologies posts a sharp rise in quarterly profit, driven by record loan demand and a 78% revenue surge in its fee-generating financial services arm. The performance highlights a strategic shift as consumers flock to digital lenders for debt consolidation, while potential regulatory headwinds loom for the credit card industry.