Once crypto miners, IREN and Applied Digital have pivoted to AI infrastructure, delivering staggering returns. But as valuations soar, investors face a critical choice between predictable cash flow and high-growth optionality.
The utility giant Southern Company has declared its latest quarterly dividend, preserving one of corporate America's most remarkable records of shareholder returns. As markets fluctuate, the company's steady income stream and undervalued stock price are drawing renewed attention from long-term investors.
German industrial giant Thyssenkrupp is exploring the sale of a significant minority stake in its Rothe Erde bearings division, a move analysts say could signal a broader portfolio reshuffle and highlight persistent valuation gaps within the conglomerate.
Trane Technologies (NYSE: TT) reported robust Q4 2025 results, driven by exceptional commercial HVAC demand and a record $7.8 billion backlog. While proactive inventory adjustments pressured residential margins, executives project 12-14% adjusted EPS growth for 2026, fueled by strategic acquisitions and sustained commercial strength.
The medical technology giant reported double-digit organic sales growth and robust profitability for 2025, driven by record installations of its Mako surgical robots. While projecting continued strength for 2026, management acknowledged incremental tariff pressures but expressed confidence in the company's ability to sustain margin expansion.
Southside Bancshares (SBSI) reported a significant rebound in fourth-quarter earnings, driven by strategic repositioning of its securities portfolio and lower funding costs. While loan growth remained modest, executives outlined a cautious outlook for near-term margin improvement and detailed plans for technology investments and selective M&A in competitive Texas markets.
Brokerage firm CLSA initiates coverage on Atour Lifestyle Holdings with an 'Outperform' rating and a $49 price target, highlighting its unique brand ecosystem and asset-light model as key differentiators in a competitive market.
With key self-assessment deadlines approaching, property investors must navigate a changed landscape of tax reliefs and allowable expenses to minimise their liabilities. Experts urge early preparation to avoid costly surprises.
The long-standing pillar of UK e-commerce—free and unlimited returns—is facing a fundamental overhaul as soaring costs and changing consumer habits force retailers to adopt more targeted and sustainable policies.
Buoyed by record bookings and strong financial performance in 2025, Royal Caribbean Group projects double-digit revenue growth for 2026. The cruise giant announced a major fleet expansion, including a new 'Discovery Class' and ten additional river cruise ships, signaling confidence in sustained consumer appetite for experiential travel.
As global economic headwinds persist, UK investors are turning to dividend-paying stocks for portfolio resilience. We analyze three FTSE-listed companies with strong income credentials and growth potential for the coming year.
Despite facing what its CEO called "highly variable" housing demand in 2025, PulteGroup reported another year of robust revenue and earnings, driven by its diversified buyer mix and strength in the active-adult segment. While Q4 profitability softened, the homebuilder is betting on strategic land investments and a resilient spring selling season to fuel its 2026 outlook.
Fractyl Health's Revita procedure shows promise in maintaining weight after stopping GLP-1 drugs, with new six-month data prompting the company to seek a streamlined FDA pathway. A packed 2026 roadmap aims for a U.S. submission, but financial pressures loom.
Plains All American Pipeline's strategic pivot—selling its Canadian NGL unit for $3.8 billion to fund the acquisition of the EPIC Crude Oil Pipeline—has sharpened its focus on oil transportation. While a 10% distribution hike signals confidence, analyst downgrades and heightened options volatility ahead of earnings reveal deep divisions over the company's risk-reward profile.
Origin Bancorp (OBK) executives detailed strong profitability gains and a strategic hiring push, positioning the bank to capitalize on merger-driven market shifts and surpass $10 billion in assets.
Despite a weaker-than-expected volume environment, Norfolk Southern reported in-line cost performance for Q4 and highlighted significant strides in operational safety and efficiency. Executives pointed to a pivotal year of structural change while outlining cost and capital expenditure guidance for 2026.
Despite a challenging price environment, Murphy Oil (MUR) reported strong operational execution for 2025 and laid out a capital plan focused on funding key international and offshore projects. While near-term production is set to dip, CEO Eric Hambly highlighted a transformative discovery in Vietnam and strategic portfolio expansion as pillars for future growth.
Amidst a backdrop of geopolitical tensions and market volatility, a closer look reveals resilient European companies whose current share prices may not reflect their underlying strength and future growth prospects.
As volatility returns to European markets, investors are turning to dividend-paying stocks for income and stability. We examine three companies with compelling, yet distinct, dividend profiles for income-focused portfolios.
British Land Company PLC (LON:BLND) finds itself firmly in the hands of institutional investors, who control 88% of its shares. While this signals strong professional backing, it also raises questions about stock volatility and boardroom influence in the UK's property sector.
