The healthcare behemoth's robust 2025 results and 2026 guidance signal a landmark year ahead, as it navigates patent expirations and pricing pressures while maintaining its coveted dividend king status.
Elon Musk reframes Tesla ownership as a potential income source, proposing an 'Airbnb-for-cars' model where private vehicles join an autonomous ride-hailing fleet, offsetting ownership costs.
Heidelberg Materials (XTRA:HEI) is attracting renewed investor interest, fueled by accelerating global demand for sustainable construction materials. The company's strategic positioning in low-carbon cement and aggregates coincides with strong shareholder returns, raising questions about its current valuation in a rapidly evolving market.
Subsea 7 secures a significant contract from Shell for the Kaikias Waterflood project, reinforcing its position in complex deepwater engineering and extending its project visibility in the US Gulf of Mexico.
After a bruising year that saw its shares tumble by a third, biotech giant CSL is back in the spotlight. We delve beyond the headline numbers, examining valuation models and market sentiment to assess if the sell-off has created a compelling entry point for long-term investors.
In a strategic push beyond traditional lending, Ares Management has seized operational control of a multi-club football group and orchestrated a $1.6 billion financing to create a new global personal care platform, Evermark. The moves signal the firm's aggressive expansion into high-profile, control-oriented credit opportunities.
Franklin Resources, Inc. (NYSE: BEN) saw its shares climb over 5% following a better-than-expected fiscal Q1 2026 report and the unveiling of its AI-powered 'Intelligence Hub', developed in partnership with Microsoft, signaling a push towards operational modernization.
McEwen Mining (NYSE: MUX) presents a complex picture for investors, with recent share price movements showing short-term declines against a backdrop of longer-term gains. As the market digests its latest financial results—$166.5 million in revenue alongside an $11.9 million net loss—questions arise about how to value its exposure to gold, silver, and copper. This analysis delves into the valuation metrics and market sentiment surrounding the miner.
Mondelez International merges financial and operational oversight under veteran CFO Luca Zaramella, who assumes the additional role of Chief Operating Officer. The strategic move aims to tighten cost discipline across global commercial units but raises questions about succession planning and cash flow pressures as the snack giant navigates a challenging market.
Dentsply Sirona faces mounting pressure as declining sales and poor capital returns challenge its recovery narrative. With shares down sharply over multiple years, investors question management's strategy in a competitive dental market.
Amid soaring valuations and bubble fears, venture capital heavyweight Ben Horowitz argues the AI surge is fundamentally different, driven by historic customer adoption and revenue growth that signals a new computing era.
China's factory activity unexpectedly contracted in January, official data shows, reversing a brief December expansion and underscoring persistent domestic demand challenges despite robust exports.
As Visa prepares to report its first-quarter results, investors are weighing its dividend strategy against earnings expectations. We break down the capital required to generate targeted monthly income from its payouts and what moving parts could affect the yield.
Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.
HMRC opens phone lines and boosts digital services on the final Saturday before the January 31 deadline, as over a million taxpayers missed the cut-off last year.
Gulfport Energy (NYSE: GPOR) shares have surged roughly 200% over three years, yet a deep dive reveals conflicting signals. While a cash flow model suggests significant undervaluation, its price-to-sales ratio tells a more cautious tale, leaving investors to weigh the metrics against a volatile energy backdrop.
Defense giant Lockheed Martin secures a pivotal seven-year agreement to dramatically ramp up production of key missile defense systems while launching a new venture aimed at combating wildfires, signaling a dual-track strategy of reinforcing core government business and diversifying into civilian applications.
Google's parent company unveils an AI-powered tool for generating interactive 3D worlds, signaling a strategic push into the core technology of game development and virtual experiences, with potential ripple effects across content creation and cloud infrastructure.
Shares of Day One Biopharmaceuticals (NASDAQ: DAWN) have surged over 50% in the last three months, reigniting debate over its fair value and the risks tied to its lead drug OJEMDA and a pivotal upcoming data readout.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
