LendingClub's Q4 revenue and earnings surpassed Wall Street forecasts, yet a sharp stock sell-off followed. While management touted strong loan growth and credit performance, analysts on the earnings call zeroed in on rising costs, the sustainability of momentum, and strategic pivots.
A leaked Customs and Border Protection memo suggests Homeland Security Secretary Kristi Noem's personal review of major contracts has slowed key border infrastructure projects, though the department disputes the claims.
A suspected clandestine biolaboratory discovered in a Las Vegas home has triggered a multi-agency federal investigation, with authorities linking the site to a previously arrested California biolab operator.
Taiwan's leading chip designer MediaTek signals that soaring demand for artificial intelligence is creating supply bottlenecks and inflating costs, prompting the company to revise its pricing strategy while remaining bullish on long-term growth.
While MicroStrategy shares tumble alongside Bitcoin, leveraged ETFs designed to profit from its decline have surged, with one hitting a record price this week, highlighting a booming niche for bearish crypto bets.
The investor famed for predicting the 2008 crash warns Bitcoin's sharp decline could trigger a self-reinforcing liquidation cycle, straining balance sheets of corporate holders and miners, with potential spillover effects into tokenized commodities.
A sharp sell-off in gold and mining stocks, triggered by Fed chair nomination fears, has investors questioning if the plunge in giants like Newmont and Barrick presents a strategic entry point or signals deeper trouble.
While speculative investments often falter, 4Sight Holdings (JSE:4SI) presents a contrasting case with robust earnings growth and significant insider ownership, making it a notable contender on the JSE for investors seeking sustainable performance.
While Danaher met Q4 revenue targets on bioprocessing and diagnostics strength, analyst questions during the earnings call revealed deeper concerns about research funding softness and the sustainability of growth drivers in a challenging macro environment.
GE Vernova's fourth-quarter results topped analyst forecasts, fueled by strong gas power contracts and record electrification orders. While a growing backlog signals robust demand, a U.S. halt on offshore wind activity pressured the segment's bottom line, setting the stage for a pivotal year ahead.
CONMED's fourth-quarter earnings beat expectations, fueled by robust orthopedic sales and easing supply chain pressures. As the company pivots from legacy gastroenterology lines to high-growth surgical tech, analysts scrutinize its path forward in a competitive medtech landscape.
Despite a Q4 earnings miss that rattled investors, Waste Management's leadership pointed to strategic cost controls and long-term operational upgrades. The real story, however, unfolded during the analyst Q&A, revealing the pressures and priorities shaping the waste giant's path forward.
Hexcel's fourth-quarter results beat expectations, fueled by a resurgent commercial aerospace sector and aggressive cost management. As production rates for jets like the Airbus A350 and Boeing 787 climb, analysts are pressing management on the sustainability of the rebound and the true impact of recent restructuring.
VF Corporation's latest earnings reveal a tale of two portfolios: strong growth from The North Face and Timberland contrasts with persistent challenges at Vans. While management touts operational progress, analyst questions zero in on the timeline for a full recovery and mounting external pressures.
Lam Research's Q4 earnings showcased strong growth fueled by AI demand, but analysts' probing questions revealed the challenges and strategic pivots ahead for the semiconductor equipment giant.
In a wide-ranging discussion, NVIDIA CEO Jensen Huang outlined a fundamental shift from programmed to 'implicit' computing, urging businesses to prioritize experimentation and hands-on infrastructure knowledge over near-term ROI calculations to avoid being left behind.
Canada's investment regulator has unveiled a stringent, risk-based custody framework for crypto assets, a direct response to past collapses and hacks that left investors exposed. The rules impose tiered limits and rigorous operational demands on platforms holding client digital assets.
Viavi Solutions Inc. (VIAV) reported stronger-than-expected fourth-quarter results, fueled by surging demand from AI data center infrastructure and a resilient aerospace & defense sector. As the company integrates its recent acquisition of Spirent, analysts pressed management on the sustainability of growth and strategic execution.
Despite a Q4 earnings shortfall that rattled investors, Badger Meter's leadership pointed to project timing, not demand weakness. The real story emerged during the analyst Q&A, probing the sustainability of margins, the pace of major rollouts, and the future of recurring revenue.
Veteran journalist Michael Wolff brushes off former President Donald Trump's renewed threat of a lawsuit, arguing any legal action would force Trump into a deposition under oath about his relationship with the late Jeffrey Epstein.
