Private sector employment expanded at a much slower pace than expected last month, according to ADP's latest report, casting a shadow over the labor market's resilience. The release of the more comprehensive government jobs data has been postponed due to recent Washington disruptions.
As the semiconductor sector rides the AI wave, a strategic divergence emerges between the industry's indispensable foundry, TSMC, and the diversified giant, Broadcom. With valuations and growth trajectories telling different stories, we analyze why portfolio concentration on one may be the prudent move for 2024.
Nvidia CEO Jensen Huang has labeled market fears of AI replacing software companies as 'illogical,' arguing for a collaborative future as sector ETFs face steep declines.
Bio-Techne's Q2 FY2026 results show flat organic revenue, as robust demand from large pharmaceutical clients countered persistent softness in the biotech and academic sectors. Management highlights strategic growth areas and expects gradual market improvement.
Once a darling of the luxury retail sector, Canada Goose Holdings has seen its share price plummet over two-thirds in five years, underperforming the broader market and raising questions about its post-pandemic strategy and brand resilience.
The tax preparation giant appoints three new directors with deep experience in consumer sectors as its shares trade near 52-week lows, signaling a strategic pivot to revitalize growth and address investor concerns over valuation and debt.
Monolithic Power Systems (MPWR) is capitalizing on surging demand from AI data centers and the automotive sector, with both segments now forming a larger part of its revenue mix. The company is also rewarding shareholders through significant buybacks and a dividend hike, signaling confidence in its financial health and growth trajectory.
U.S. equities presented a mixed picture on Wednesday, with the Dow Jones Industrial Average advancing while the Nasdaq 100 fell sharply. The divergence highlighted a notable sector rotation out of high-flying technology stocks, driven by uneven corporate earnings and new pressures from AI-driven automation tools.
GE Aerospace's stock has dramatically outperformed the market, fueled by record orders and a massive backlog. Analysts are overwhelmingly bullish, with price targets signaling significant upside potential as the company capitalizes on a resurgent aerospace sector.
CDP and Ecolab launch a benchmarking tool to help businesses measure and improve water management, starting with the water-intensive food and beverage sector.
U.S. private sector employment grew by a mere 22,000 jobs in January, significantly missing economist forecasts and signaling a continued cooling of the labor market as wage increases hold steady.
Ameriprise Financial's institutional arm secures its largest deal to date, absorbing $28 billion in wealth management assets from Huntington Bank. The move highlights the ongoing consolidation in the financial advice sector as major players vie for scale and bank partnerships.
Despite tariff pressures impacting costs and shipment timing, Twin Disc reports resilient demand in marine and defense sectors, driving a record $175.3 million backlog. The company outlines mitigation strategies and sees defense as a key long-term growth pillar.
Shares of AST SpaceMobile surged over 10% following Elon Musk's comments positioning space infrastructure as a cost-effective foundation for future AI development, highlighting the growing synergy between the space and artificial intelligence sectors.
Test equipment maker Teradyne (TER) hit a historic stock peak after reporting Q4 earnings that smashed expectations, powered by relentless demand from the artificial intelligence sector.
The London-based tax advisory firm assembles a cross-sector council of industry leaders to help clients maximize R&D tax incentives amid regulatory reforms and rapid market changes.
South Bow's shares have surged 19% over the past year, catching the eye of energy sector investors. Yet, a closer look reveals a valuation puzzle: while a key cash flow model suggests a steep discount, traditional price-to-earnings metrics tell a more cautious story. We break down the numbers and the narratives shaping this Canadian energy stock.
Barclays raises price target on Ferguson (FERG) ahead of earnings, but advises selectivity in the building products sector amid mixed demand and policy uncertainty.
Truist Securities has elevated APi Group to its top sector pick, raising the price target to $50 and highlighting the company's defensive business model and recent acquisition of CertaSite as key drivers for growth.
UBS maintains a Neutral stance on Amentum Holdings (AMTM) despite raising its price target, highlighting a mixed market response and selective growth drivers in defense and government IT sectors.
