Wall Street firms Keefe Bruyette and BTIG have raised price targets on Core Scientific, citing the company's strategic shift from Bitcoin mining to high-performance computing infrastructure for AI as a key driver for future growth.
The IT infrastructure giant is deepening its SAP partnership with a new Center of Excellence and an AI-powered 'Clean Field' methodology, aiming to automate complex migrations and modernizations for enterprise clients. The strategic push highlights Kyndryl's attempt to pivot from low-margin maintenance work to higher-value AI-enabled transformation services.
Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.
ResMed Inc. reports an 11% revenue surge for its second fiscal quarter, driven by robust mask sales and strategic acquisitions, while navigating competitive pressures and capitalizing on emerging healthcare trends.
Despite facing a dip in loan performance and market share, Credit Acceptance Corp (CACC) posted growth in adjusted earnings per share for Q4 2025, highlighting strategic investments in dealer technology and a disciplined, long-term financial approach.
Shares of the digital banking disruptor Chime Financial (CHYM) have experienced significant volatility, sliding over 7% in the past week despite a strong quarterly gain. This divergence has investors questioning whether the stock's momentum is stalling or if this presents a strategic entry point.
KeyCorp's latest quarterly results beat expectations, fueled by higher net interest income and a return to full-year profitability. The regional bank also completed a $200 million share buyback and issued $750 million in new debt, while refreshing its board. Analysts suggest these moves fine-tune the bank's strategy rather than radically alter its investment narrative.
SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.
Shares of Southern Copper Corporation (SCCO) surged nearly 18% following the release of its blockbuster 2025 financial results, which featured record annual earnings and a dual cash-and-stock dividend. The performance underscores the miner's robust cash generation but also intensifies scrutiny over its lofty valuation and the execution risks of its massive project pipeline.
Meritage Homes shares have lagged peers over the past year, but a detailed valuation analysis suggests a significant gap between its current price and estimated intrinsic value. We examine the DCF and P/E metrics fueling the debate.
A new lawsuit alleging wrongful termination and safety cover-ups, coupled with ongoing supply shortages, challenges the coffee giant's operational resilience and brand trust as its new CEO executes a critical recovery plan.
Bell Financial Group's decision to move its share registry services away from Computershare deals a blow to the ASX-listed services provider, highlighting intensifying competition in the corporate registry market and raising questions about client retention.
Cathay General Bancorp announces the retirement of long-time CFO Heng W. Chen after two decades, appointing Albert J. Wang as his successor. The leadership change at the $50.69-per-share regional bank comes amid a strong multi-year stock performance and focuses investor attention on continuity in financial strategy.
International Seaways (INSW) is aggressively repositioning its fleet, securing full control of Tankers International and selling older vessels. As its stock surges, analysts are divided on whether the strategic moves have already been priced in or if significant upside remains.
Specialist recruiter SThree plc confirms a £0.092 per share dividend payment in June, offering a headline yield of 7.5%. While cash flow coverage appears robust, analysts point to a history of payout instability and stagnant earnings as causes for investor caution.
Thyssenkrupp AG's stock has skyrocketed over the past year, leaving investors to grapple with a critical question: does the German industrial giant still offer value, or is it now overhyped? We delve into the valuation metrics, market context, and expert perspectives to separate signal from noise.
Dolby Laboratories (DLB) reported first-quarter results that exceeded analyst forecasts, prompting the company to raise its full-year guidance. The audio-visual technology leader cited earlier-than-anticipated deal closures, momentum in mobile and broadcast, and strategic wins with partners like Sony, TCL, and Peacock as key drivers.
LPL Financial Holdings Inc. (LPLA) reported robust fourth-quarter results, reaching a milestone $2.4 trillion in advisory and brokerage assets. Adjusted earnings per share grew 23%, driven by strategic execution and the integration of Commonwealth Financial.
Shares of Singapore's Wee Hur Holdings Ltd. (SGX:E3B) have climbed 24% in the past quarter, outpacing broader market trends. While its Return on Equity appears modest, aggressive reinvestment of profits and a strategic shift in its business model may be fueling investor optimism and the recent price momentum.
Royal Caribbean Cruises (RCL) shares surged nearly 19% after posting a 48% jump in annual profit, driven by robust ticket sales and onboard spending. The cruise giant's bullish outlook for 2026 signals continued strong demand in the travel sector.
