Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.
After a stellar multi-year run, Airbus shares have retreated recently, prompting investors to reassess the European aerospace champion's valuation. Analysis suggests the stock may be trading at a significant discount to its intrinsic value, even as it navigates production challenges and a robust order book.
General Dynamics secures a major multi-year U.S. Navy contract for systems modernization, reinforcing its pivotal role in naval defense and underscoring the strength of its record order backlog amid robust segment performance.
Shares of Clear Secure (YOU) have dipped nearly 7% in recent weeks, reigniting the debate over the airport security firm's valuation. Despite the short-term weakness, the stock remains up significantly over the past year, presenting investors with a complex picture of growth momentum versus near-term headwinds.
Activist investment firm Tsai Capital has taken a stake in QXO, spotlighting the distributor's ambitious plan to consolidate the fragmented building products industry. The move comes as QXO's stock shows strong recent momentum despite longer-term headwinds.
S&P strips Whirlpool of its investment-grade rating, citing financial pressures, as the appliance giant books significant impairments while gearing up for a major 2026 product showcase.
Shares of water heater and boiler manufacturer A. O. Smith have gained significant momentum, closing recently at $73.17. This rally has analysts and investors re-examining the company's fundamentals to determine if the stock remains undervalued or if the market has already priced in its growth prospects.
President Donald Trump is set to announce his nominee for Federal Reserve Chair on Friday, with multiple reports indicating former Fed governor Kevin Warsh is the leading candidate to succeed Jerome Powell, a move already rippling through currency markets.
Netflix delivered solid Q4 earnings but saw its stock dip as it guided for slower revenue growth. The streaming giant's strategic pivot to a mature phase is underscored by its aggressive all-cash bid for Warner Bros. Discovery, a move that promises content dominance but adds significant debt.
Asian equities broadly declined on Friday, taking cues from a volatile U.S. session marked by a historic plunge in Microsoft shares. The sell-off extended to commodities, with oil and precious metals also losing ground.
Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.
Malaysia's state energy giant Petronas unveils a sweeping three-year plan to sustain domestic oil and gas output, expand its global LNG footprint, and position itself as a regional leader in carbon capture, navigating the complex transition toward a lower-carbon future.
Fueled by record-breaking demand for its HOKA and UGG brands, Deckers Outdoor posts a robust Q3, beating expectations. The company credits disciplined full-price selling and strategic marketplace management for driving growth across all regions, leading to an upward revision of its fiscal 2026 guidance.
In its Q4 2025 earnings call, CNX Resources outlined a disciplined capital strategy for 2026, emphasizing operational resilience amid severe weather and providing updates on its deep Utica shale program, RNG initiatives, and hedging posture. Management signaled a focus on long-term infrastructure catalysts rather than chasing volatile spot gas prices.
The iconic Berkeley-born coffee chain Peet's is closing dozens of locations across California, including in Southern California and the Bay Area, as part of a strategic realignment following its acquisition by Keurig Dr Pepper. The move, affecting hundreds of employees, has drawn sharp criticism from workers and union representatives.
As global gold prices hit historic highs, Vietnam's deep-rooted culture of gold ownership is creating starkly divided fortunes, turning traditional family loans into crushing debts while minting paper billionaires among long-term holders.
President Trump is expected to nominate former Fed governor Kevin Warsh as the next Federal Reserve Chair, a move that could signal a pivot toward aggressive rate cuts paired with a reduction of the central bank's balance sheet, reshaping the landscape for markets and cryptocurrencies.
A landmark agreement between the U.S. Department of Commerce and the Cameco-Westinghouse joint venture aims to catalyze over $80 billion in new nuclear reactor construction by 2030, bolstering Western energy security and reducing reliance on Russian nuclear fuel.
Fortive Corporation's shares have retreated over 5% in the past month, prompting investors to re-examine the industrial technology conglomerate's fundamentals. With a renewed focus on its recurring revenue streams and a fair value estimate suggesting upside, analysts are divided on whether the pullback presents a buying opportunity or reflects deeper sector headwinds.
Despite a recent pullback, Everest Group's stock appears significantly undervalued based on one fundamental model, yet its premium P/E ratio tells a more nuanced story. We break down the conflicting signals for the insurance giant.
