Tesla's stock is navigating turbulent waters, with a recent one-day surge contrasting sharply against a weaker quarterly performance. As the EV pioneer's share price hovers above some analyst targets, investors are left weighing its ambitious robotaxi and AI-driven future against more conservative valuation models.
Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Shares of Perspective Therapeutics (CATX) have rallied sharply following encouraging interim results from its lead cancer therapy trial and a strategic business update. While the data fuels optimism, a deep dive into the numbers reveals a stark disconnect between its current market price and analyst targets, highlighting both opportunity and significant risk.
Micron Technology, a key player in memory chips, is poised for explosive earnings growth fueled by insatiable AI demand. Yet, its cyclical nature and commoditized market pose significant long-term risks for investors.
The 179-year-old tobacco giant Philip Morris International is closing its Richmond, Virginia office, eliminating 135 positions, as it aggressively restructures around its smoke-free product portfolio, led by the ZYN nicotine pouch brand.
Singapore's Venture Corporation (SGX:V03) has delivered a robust 38% total shareholder return over the past year, buoyed by dividends. However, a closer look reveals declining earnings and revenue, raising questions about the sustainability of its recent market favor and its longer-term trajectory.
Driven by a global wave of semiconductor investment, Applied Materials (AMAT) has received a series of analyst upgrades. Mizuho and Deutsche Bank are among those highlighting the company's strategic position to benefit from expansive fab construction in the U.S., Taiwan, and Japan, and its key role in next-generation chip technologies.
Campbell's Company announces the closure of its Hyannis, Mass. plant, moving Cape Cod and Kettle Brand chip production to Hanover, Pa., Wisconsin, and North Carolina, impacting local jobs and severing a geographic brand tie.
Archer Aviation secures a pivotal agreement with Serbia to supply its electric air taxis for EXPO 2027, marking a significant step into the European market and sparking discussions on its path to commercialization and valuation.
Hyundai Motor has allowed its option to repurchase its former St. Petersburg factory to lapse, marking a decisive step back from the Russian market it once dominated, as the ongoing conflict and sanctions reshape the automotive landscape.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
In a revealing moment during Tesla's earnings call, Elon Musk disclosed that his Saturdays are dedicated to the company's next-generation AI5 chip project, signaling a fundamental strategic shift from automaker to vertically integrated AI hardware powerhouse.
QuantumScape's stock has plummeted 52% in three months, reigniting the debate over its valuation. While bulls point to a disruptive solid-state battery technology and a theoretical fair value of $55, skeptics highlight the absence of revenue and monumental scaling challenges. We examine the risks and rewards behind the volatility.
Spectrum Brands Holdings (SPB) has seen its share price swing between short-term gains and longer-term declines, raising questions about its true valuation. With a current price of $63.71 sitting below analyst targets, investors are weighing operational improvements against macroeconomic risks.
USA Rare Earth secures a landmark $1.6 billion in federal loans and equity, coupled with a $1.5 billion private placement, to build a domestic supply chain from Texas mines to Oklahoma magnets, reducing reliance on China for critical defense and green tech components.
In a major consolidation move within the quantum computing sector, IonQ has announced a definitive agreement to acquire U.S.-based semiconductor foundry SkyWater Technology for $1.8 billion. The deal aims to create a domestically controlled, vertically integrated platform to speed up the development and production of advanced quantum processors, citing both technological and national security imperatives.
Terex Corporation's shares have experienced notable swings, declining over 4% last week but gaining nearly 7% in the past month. A fresh look at its valuation through discounted cash flow and peer comparisons suggests the stock may be trading at a significant discount to its intrinsic value.
Initial unemployment filings in Missouri fell by nearly 25% last week, outpacing a modest national decline and contrasting with volatile swings in other states.
Despite posting a quarterly loss in its core wood products unit amid 'extremely challenging' markets, Weyerhaeuser closed 2025 with strategic pivots. The forestry giant is doubling down on its land management and nascent 'Climate Solutions' business, while managing a disciplined capital return to shareholders.
TTM Technologies (TTMI) has landed a significant multi-year agreement, valued at up to $200 million, to supply critical components for Raytheon's next-generation LTAMDS radar system. The deal arrives as the defense contractor's stock surges, reigniting discussions on whether its current valuation fully reflects future growth prospects and inherent risks.
