Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.
Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.
While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.
While long-term investing remains a cornerstone strategy, Supercomnet Technologies Berhad (KLSE:SCOMNET) serves as a stark reminder of its pitfalls. Shareholders who invested five years ago are facing a 63% total loss, starkly underperforming the broader market and raising questions about the disconnect between company performance and stock valuation.
A dominant institutional ownership of Nanosonics Limited brings both stability risks and concentrated power dynamics, as analysts weigh the stock's future trajectory in the infection prevention market.
As stock markets cool from years of stellar gains, a disciplined rebalancing is underway. Vanguard data reveals a broad-based move into fixed income, signaling a strategic pivot rather than panic.
Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.
Amid a volatile market for mining stocks, Ramelius Resources stands out with a consistently high Return on Capital Employed (ROCE) of 30%, significantly outpacing its industry peers and fueling its multi-bagger potential.
Wall Street analysts have issued a revised price target for Lucid Group (LCID), reflecting updated assessments of the electric vehicle maker's execution risks, funding runway, and demand trajectory. The shift underscores the evolving narrative around the company's ability to scale amid intense competition and macroeconomic headwinds.
Apeiron Capital's complete divestment from SharpLink Gaming coincides with the firm's dramatic portfolio liquidation and SharpLink's own radical transformation from a sports betting affiliate to a major corporate holder of Ethereum.
Shares of The Chefs' Warehouse (NASDAQ:CHEF) have more than doubled over the past five years, a remarkable run fueled by the company's pivot to profitability. While recent momentum has cooled, analysts point to sustained earnings growth as a key indicator of underlying strength.
Despite a soaring stock price, Warrior Met Coal's return on capital employed has plummeted from 2.8% to 0.3% over five years, significantly underperforming its industry and raising questions about its capital allocation efficiency.
As the IRS sharpens its focus on digital assets, experts warn that new reporting forms and stringent tracking requirements make accurate crypto tax filing more critical than ever. Missteps could lead to severe penalties.
Amid a sharp pullback in gold and silver prices, NovaGold Chairman Thomas Kaplan remains steadfastly bullish, telling Business Insider he views the volatility as a temporary setback on a path to record highs.
As Baidu pivots from its search engine roots, its heavy investments in autonomous vehicle technology are beginning to yield operational results, reshaping analyst views and sparking fresh valuation discussions amidst fierce AI competition.
In a bold marketing move, telehealth company Hims & Hers is leveraging the Super Bowl's massive audience to spotlight healthcare inequality with its 'Rich People Live Longer' campaign. The push comes as the company expands into advanced diagnostics and treatments, while its stock navigates a significant valuation gap after recent volatility.
Despite recent volatility in silver prices, Wheaton Precious Metals' unique streaming model positions it to generate robust cash flow, making it a standout choice for exposure to the precious metal.
Amid ongoing market volatility, financial professionals are urging middle-income households to steer clear of cryptocurrency investments, citing a toxic mix of extreme risk, lack of regulation, and the potential to derail long-term financial security.
Conagra Brands launches its protein-packed Banquet MEGA Breakfast Bowls, a direct challenge to rivals in the frozen aisle. While the move aligns with consumer trends, analysts question if it's enough to offset broader financial pressures facing the packaged food giant.
Digital asset investment products witnessed their largest weekly capital flight since late 2025, with Bitcoin and Ethereum bearing the brunt of a $1.73 billion exodus. The sell-off, concentrated in the U.S., underscores a sharp pivot in risk appetite amid shifting macroeconomic winds, though Solana and select regions bucked the trend with modest inflows.
