Once a sprawling media conglomerate, Grupo Televisa has transformed into a focused connectivity and content player. With its shares trading at a steep discount to book value and key assets like the profitable ViX platform overlooked, analysts see a compelling bull case ahead of the 2026 FIFA World Cup.
Sales of Nvidia's advanced H200 AI chips to Chinese customers remain stalled nearly two months after export approval, caught in a prolonged U.S. interagency security review amid concerns over technology diversion, according to a Financial Times report.
All eyes are on Peloton Interactive as it prepares to release its fourth-quarter earnings. With subscriber numbers under pressure and the stock down sharply, investors are looking for signs of a sustainable turnaround.
Shares of Swedish hygiene and health company Essity have shown modest momentum in recent sessions, quietly outperforming its one-year trend. With key valuation metrics suggesting a potential discount, analysts are debating whether this signals a buying opportunity or reflects justified caution amid ongoing margin pressures.
SoFi Technologies is aggressively expanding its cryptocurrency offerings, launching secured crypto-backed loans and institutional trading services. This strategic pivot, coupled with robust member growth, signals a broader ambition to compete in the digital asset arena, reshaping its investment narrative beyond traditional banking.
A recent stock sale by a top Morgan Stanley executive and the firm's public commentary on shifting global trade patterns are offering investors a dual lens into the bank's strategic positioning and risk assessment.
Garmin expands its cycling safety portfolio with the advanced Varia RearVue 820 radar tail light, featuring enhanced vehicle tracking and battery life. However, the product launch contrasts with the company's subdued recent stock performance, raising questions about its current valuation and growth trajectory.
As Hub Group prepares to release its fourth-quarter results, the logistics firm faces analyst expectations of a 5.8% year-over-year revenue drop. The report comes amid a volatile period for the transportation sector, with peers delivering mixed performances.
First Majestic Silver Corp. has bolstered its production profile and financial strength through the completed acquisition of Gatos Silver, leading to record silver output, enhanced cash flow, and an announced dividend increase. The deal reshapes the investment thesis for the company as its shares trade near CA$30.
As Canada's telecom sector faces a wave of reassessment, TELUS (TSX:T) finds itself at a valuation crossroads. Our analysis reveals a stark contrast between deep-discount cash flow models and premium trading multiples, leaving investors to question where true value lies.
Recent analyst downgrades for EOG Resources, led by KeyBanc, have spotlighted concerns over well productivity in key Texas shale plays. While softer oil prices add pressure, the company's capital discipline and natural gas exposure offer potential resilience, creating a complex outlook for investors.
Cardinal Health (CAH) reports fourth-quarter earnings Thursday morning. Analysts project strong revenue growth, but investors are watching for signs of resilience in a mixed healthcare services landscape.
Merck & Co. is reinforcing its core therapeutic pillars through a strategic equity investment in Eikon Therapeutics and a global oncology partnership with Guardant Health, while also spearheading efforts to expand access to Ebola vaccines.
As Amtech Systems (ASYS) prepares to release its quarterly results, investors are weighing a mixed outlook of declining revenue forecasts against a history of beating estimates and a surging stock price.
As Illumina prepares to release its fourth-quarter results, investors are weighing its steady performance against a backdrop of muted sector momentum and strategic challenges.
IBM's robust Q4 2025 results, featuring revenue of $19.7 billion and a reaffirmed dividend, underscore its hybrid cloud and AI momentum. With a 2026 growth outlook above 5% and the addition of PepsiCo's CEO to its board, the tech giant navigates debt concerns while betting on software and integration synergies.
SanDisk's stock surged following the extension of its flash memory joint venture with Kioxia through 2034 and robust quarterly results, highlighting the company's strategic bet on sustained AI-driven demand for advanced storage solutions.
Ivanhoe Mines (TSX:IVN) has delivered stellar multi-year returns, but a deep dive into its valuation metrics suggests the current share price may be running ahead of fundamentals. We analyze the numbers and what they mean for investors considering a position now.
Shares of the consumer goods giant have tumbled over 20% this year, but a closer look reveals resilient fundamentals, strong cash flow, and a valuation now in line with historical norms, making a case for patient investors.
Perseus Mining's shares have delivered staggering long-term returns, but recent short-term volatility and conflicting valuation models leave investors questioning if the rally has further to run.
