As Repligen signals a steadying order book from key biopharma clients and strength in gene therapy, investors are weighing its lofty valuation against a mixed performance record and sector headwinds.
AST SpaceMobile (ASTS) has landed a contract with the U.S. Missile Defense Agency, marking a strategic pivot into the defense sector. The development coincides with the imminent launch of its BlueBird 7 satellite, a critical component of its direct-to-phone broadband constellation, positioning the company at the intersection of commercial telecom and government space communications.
Merck & Co. saw its stock rise over 2% following a solid quarterly earnings report, even as its full-year guidance came in softer than some expected. CNBC's Jim Cramer highlighted the pharmaceutical giant as a top pick in the sector, pointing to underlying strength beyond the headline numbers.
A new AI tool from Anthropic sparked a broad sell-off in tech stocks, dragging down sector leader Nvidia. CEO Jensen Huang pushed back against fears of software obsolescence, calling the market reaction 'illogical'.
State economic development officials vow to enforce job creation commitments or recoup incentives as Ford retools a Hardin County battery plant, shifting focus from electric vehicles to the booming energy storage sector.
A significant insider sale at Applied Digital, a key player in AI infrastructure, sparks debate among investors as the stock rides a wave of sector enthusiasm and soaring valuations.
Amidst interest rate pressures and sector volatility, a screen for robust fundamentals reveals resilient Australian small-cap stocks with compelling growth narratives in ethical investing, industrial solutions, and property development.
As the Nasdaq stumbles, a significant shift in capital flows suggests a long-awaited market rotation is underway, with defensive and value sectors gaining favor.
A bullish thesis on Transocean Ltd. gains traction, centered on potential long-term contract awards with day rates exceeding market expectations. Management's optimistic guidance for 2025-2027 suggests a pivotal shift in the offshore drilling cycle, with implications for the entire sector.
QinetiQ Group's fair value estimate sees a marginal downward revision as analysts incorporate a more conservative revenue trajectory. The adjustment highlights a divided Street, balancing long-term defense sector potential against near-term growth uncertainties.
As Alphabet's Google advances AI projects like the groundbreaking 'Project Genie,' its ripple effects are being felt across the tech sector. Collaborative design platform Figma, once a high-flying IPO, now finds itself as one of the worst performers in Alphabet's disclosed investment portfolio, grappling with existential questions about AI's impact on its core business.
CNBC's Jim Cramer pointed to Humana as the S&P 500's standout loser following a pivotal Medicare Advantage rate announcement from federal regulators, triggering a sector-wide sell-off.
A sharp selloff in technology shares moderated by Wednesday's close, though the sector remained under pressure as concerns over AI's disruptive potential mounted. Capital rotated decisively toward value-oriented and small-cap stocks, highlighting a significant shift in market sentiment.
U.S. corn futures posted modest gains in midday trading Wednesday, supported by fresh export sales data and anticipation of upcoming USDA reports. The market's resilience comes amid mixed signals from the ethanol sector.
CNBC's Jim Cramer noted a shift in his stance on Bunge Global SA, a major agricultural commodities processor, despite its recent strong performance. Analysts are weighing the stock's future trajectory amid broader market volatility and sector-specific headwinds.
CNBC's Jim Cramer highlighted Lam Research (LRCX) as a top January performer in the S&P 500, recommending investors build a position in the chip equipment maker gradually to manage risk amid sector volatility.
CNBC's Jim Cramer spotlights SanDisk's standout performance as a top S&P 500 gainer in January, fueling debate on whether the memory storage sector's momentum has room to run.
As the quantum computing sector moves from lab to market, investors are eyeing early leaders D-Wave Quantum and IonQ. Despite high valuations and technical hurdles, their divergent approaches could define the industry's future.
CNBC's Jim Cramer has singled out Agnico Eagle Mines as his top pick in the gold mining sector, emphasizing its high-quality reserves in politically secure regions like Canada as a critical hedge amid tightening global supply and rising instability.
Publicly traded Bitcoin mining companies are facing a severe sell-off as Bitcoin's price decline erodes profitability and forces a strategic reckoning for the sector.
