Long-Term Investment

Business

Dutch Bros: The 'Doubted Champion' in Immersion Investment's Portfolio

Amidst a stellar yearly return of 45.4%, investment firm Immersion Investment Partners has spotlighted Dutch Bros (BROS) as a contrarian holding in its latest investor letter. While the drive-thru coffee chain faces recent share price headwinds, the firm suggests its innovative business model may be undervalued in a market overly focused on AI.

Feb 4, 2026

Business

AI Infrastructure Buildout: Why Micron and TSMC Remain Compelling Long-Term Bets

Amid market jitters over AI monetization, chip giants Micron Technology and Taiwan Semiconductor Manufacturing present a case for strategic investment, backed by strong fundamentals and critical roles in the AI supply chain.

Feb 4, 2026

Business

Morgan Stanley's Investment Banking Revival Fuels Valuation Debate After Strong Q4

Morgan Stanley's robust fourth-quarter performance, led by a resurgent investment banking division and stable wealth management, has reignited investor interest and sparked fresh analysis on whether its current stock price fully reflects future prospects.

Feb 4, 2026

Business

Jio and BlackRock Launch Digital Wealth Platform, Aiming to Transform India's Investment Landscape

The JioBlackRock joint venture has launched a personalised digital investment advisory service, leveraging BlackRock's Aladdin technology and Jio's vast digital network to offer tailored portfolio management starting at an entry point of ₹10,000.

Feb 4, 2026

Business

AI Investment Showdown: Nvidia's Hardware Dominance vs. Palantir's Software Ambition

As the AI race intensifies, investors face a stark choice between Nvidia's foundational chip empire and Palantir's data analytics software. Valuation and long-term strategic positioning are key battlegrounds in this high-stakes comparison.

Feb 4, 2026

Business

Steady Gains: Three Low-Volatility Stocks Poised for Long-Term Growth

In turbulent markets, low-volatility stocks offer investors a refuge. We examine three established companies with strong fundamentals and the potential for steady, long-term appreciation.

Feb 4, 2026

Business

Beyond the Headlines: Five Key Analyst Questions from SEI Investments' Q4 Earnings Call

SEI Investments closed 2024 with a solid quarter, edging past revenue and earnings forecasts. While management touted broad-based strength and strategic progress, analysts probed deeper into the sustainability of growth, competitive pressures, and the real impact of new initiatives. Here are the critical questions that shaped the post-earnings narrative.

Feb 4, 2026

Business

JPMorgan Launches Youth Retirement Initiative as CEO Dimon's Pay Tied to Long-Term Stock Performance

JPMorgan Chase has introduced a program to match government contributions to children's retirement accounts, part of a broader industry push for early financial literacy. The move coincides with a new stock-option grant for CEO Jamie Dimon that links his compensation to the bank's future share price, highlighting the firm's dual focus on long-term stakeholder engagement and executive accountability.

Feb 4, 2026

Business

ExxonMobil's Dividend Power: How a $3,000 Investment Can Fuel Steady Passive Income

As one of the S&P 500's most generous dividend payers, ExxonMobil offers investors a yield nearly triple the index average. We examine the financial resilience behind its 43-year growth streak and the potential income from a modest initial investment.

Feb 4, 2026

Business

Sage Group's Capital Efficiency Signals Strength for Long-Term Investors

The UK-based software firm is generating impressive returns on capital without significantly increasing its investment base, a key indicator of operational efficiency and potential for sustained value creation.

Feb 4, 2026

Business

Freshworks Inc. (FRSH): Efficiency Drive and Strategic Reinvestment Fuel Bullish Outlook

As Freshworks Inc. advances its cost-efficiency program, improved cash flow generation and strategic reinvestment into its SaaS platform are drawing investor attention, with some analysts seeing significant upside potential at current valuations.

Feb 4, 2026

Business

Mondelez Navigates Cocoa Storm: Price Holds Steady as Chocolate Giant Bets on Brand Investment for Recovery

Amidst historic cocoa price swings, Mondelez International outlines a cautious 2026 strategy, holding chocolate pricing firm while pledging substantial brand reinvestment to revive consumer demand, particularly in pressured North American markets.

Feb 4, 2026

Business

Navigating the AI Investment Boom: Janus Henderson's Denny Fish on Tech's Next Phase

In an exclusive interview with The Motley Fool, Janus Henderson portfolio manager Denny Fish discusses the evolving AI landscape, market dispersion, and his framework for identifying long-term winners in technology and beyond.

Feb 4, 2026

Business

Zurn Elkay Surpasses Q4 Revenue Forecasts, Yet Long-Term Growth Questions Linger

Water solutions provider Zurn Elkay (NYSE: ZWS) reported stronger-than-expected fourth-quarter sales and profit, driven by operational efficiency. However, analysts point to a stagnant long-term revenue trajectory that tempers the upbeat quarterly results.

Feb 3, 2026

Business

Shopify's 16% Dip in 2026: A Buying Opportunity Amid E-Commerce's Long-Term Surge

Despite a rocky start to 2026, Shopify's recent sell-off may present a strategic entry point for long-term investors betting on the structural growth of online commerce.

Feb 3, 2026

Business

Nvidia's $100 Billion OpenAI Deal Stalls as AI Investment Fever Cools

Reports indicate Nvidia's landmark investment in OpenAI has been scaled back significantly, reflecting broader investor unease over the sustainability of massive AI spending. Despite stellar earnings, the chip giant's stock faces pressure as the market recalibrates expectations.

Feb 3, 2026

Business

AIxCrypto's Hub Tops 1 Million Wallets as Strategic Investment in Faraday Future Nears Close

AIxCrypto announces a dual milestone: its AIxC Hub platform has exceeded one million registered wallets, coinciding with the finalization of a $10 million strategic equity investment into EV maker Faraday Future, signaling a deeper push into blending traditional finance with digital ecosystems.

Feb 3, 2026

Business

Merck Shares Climb on 2026 Outlook, Signaling Investor Confidence in Long-Term Oncology Strategy

Merck & Co. reported solid Q4 2025 results but issued a cautious 2026 sales forecast, citing acquisition costs and patent expirations. Despite this, shares rose as the market focused on the company's sustained dividend and aggressive reinvestment in its oncology and vaccine pipelines.

Feb 3, 2026

Business

MGIC Investment Caps Off 2025 with Strong Quarter, Eyes Stable Market in 2026

Private mortgage insurer MGIC Investment Corporation (MTG) reported robust fourth-quarter and full-year 2025 results, driven by disciplined risk management and a fortified capital position. While forecasting a flat insurance-in-force market for 2026, the company highlighted strategic reinsurance moves and significant capital returns to shareholders.

Feb 3, 2026

Business

Elixirr International Delivers Stellar 150% Return to Long-Term Investors

Shareholders in the London-listed consultancy have seen their investment more than double over five years, significantly outperforming the broader market, driven by strong earnings growth and dividends.

Feb 3, 2026