The White House has confirmed the launch of a major strategic initiative to stockpile rare earth elements, aiming to reduce American dependence on China for the critical minerals used in defense tech and consumer electronics.
Amphenol Corporation (NYSE: APH), a key player in electronic connectors, received concurrent price target increases from Seaport Research and Citi. While analysts highlight growth potential, the stock's post-earnings dip underscores a cautious market stance toward the company's traditionally conservative guidance.
Seven Wisconsin employers filed WARN notices in January, yet the state's unemployment rate held steady at a low 3.1%. Economists point to a cooling but stable labor market, with significant workforce changes driven by retirements and sectoral shifts.
The International Monetary Fund projects average growth in sub-Saharan Africa at 4.6% for the year, edging ahead of Asia's 4.1%, signaling a potential turning point driven by demographics but tempered by significant investment challenges.
Goodyear Tire & Rubber is overhauling its Avon Tyres brand and challenging U.S. tariffs in court, strategic moves analysts say are aimed at defending profitability amid cost pressures and competitive markets.
Phillip Securities initiates coverage of Palantir Technologies with a Buy rating, citing its AI software segment's robust growth and significant market expansion potential. A new partnership with Innodata aims to enhance Palantir's rodeo analysis platforms through advanced data services.
Edwards Lifesciences (NYSE: EW) has terminated its planned takeover of JenaValve, opting instead to reinvest capital into its internal transcatheter aortic (TAVR) and mitral valve development programs. The strategic pivot underscores a renewed focus on organic growth in its core structural heart business.
Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.
Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.
Founder Scott Davies steps into executive chairman role as the Welsh honey maker rebrands to Hilltop Food Group and targets doubling turnover within five years through international expansion and new product categories.
In a strategic pivot, Tesla's Q4 earnings call revealed plans to halt Model S and X production at its Fremont plant, repurposing the space for a massive push into humanoid robotics with the Optimus project, as Elon Musk outlines a vision for a million-unit annual output.
A South Korean family's paper wealth soared past $800 million after their company, L&F Co., inked a landmark battery materials deal with Tesla. Less than two years later, a quiet regulatory filing slashed the contract's value by 99.9997%, a collapse tied directly to Tesla's production struggles with its Cybertruck and 4680 battery cells.
Japan has successfully retrieved rare-earth-rich sediment from the deep Pacific seabed in a world-first test, marking a significant step in its national strategy to diversify critical mineral supplies and reduce dependence on China.
While carrier capacity and reliability show signs of recovery, a new FreightWaves white paper reveals a more complex and unforgiving cost environment emerging for 2026. Shippers must navigate a labyrinth of rules, fees, and contract nuances that are quietly driving up expenses.
Ford Motor Company and Chinese tech giant Xiaomi have both denied a Financial Times report claiming preliminary discussions about producing Xiaomi's electric vehicles in the United States, as the auto industry navigates steep new tariffs on Chinese imports.
The pharmaceutical giant's final major U.S. facility will rise in Pennsylvania's historic Lehigh Valley, aiming to produce its promising triple-hormone drug retatrutide and bolster domestic supply chains for blockbuster obesity treatments.
Citing a global rocket shortage and industry-wide bottlenecks, Amazon has formally requested the FCC to push back a key deployment deadline for its Kuiper satellite internet constellation by two years, highlighting the logistical challenges of competing with SpaceX's Starlink.
The medtech giant inaugurates a Centre of Excellence in Swords, aiming to accelerate development of its Atellica diagnostic systems and bolster Ireland's life sciences sector amid strategic corporate shifts.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
As Nvidia prepares to report its fiscal Q4 earnings on February 25th, investors are weighing whether to buy ahead of the event. While the AI chip leader's long-term story remains compelling, a look at its recent post-earnings stock performance reveals a pattern that favors a measured approach over trying to time the market.
