The automotive safety giant posted historic sales and cash flow in 2025, powered by explosive growth with Chinese automakers and in India. While navigating a softer production forecast and tariff headwinds, management projects margin expansion for 2026.
As Comcast shares languish near multi-year lows, a stark divide emerges between its market price and fundamental valuations. We examine whether the telecom and media giant's cash flow potential justifies a contrarian bet.
Fueled by insatiable demand for high-capacity storage from hyperscalers and the AI inference boom, Western Digital posts a 25% revenue jump and raises guidance, signaling a structural shift in the data economy.
The UN atomic watchdog's board convened an extraordinary meeting amid heightened alarm over the safety of Ukraine's nuclear facilities following sustained attacks on the country's energy infrastructure, with the agency's chief warning of the world's gravest nuclear risk.
TD Cowen has launched coverage of Constellation Energy (CEG) with an optimistic Buy rating and a $440 price target, highlighting strategic benefits from its recent Calpine acquisition and a favorable outlook for power market dynamics through 2026.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
The U.S. labor market faced its toughest year since the pandemic in 2025, with layoffs soaring to 1.2 million. Economists warn of an 'uncomfortably slow' rebound in 2026, leaving job seekers navigating a landscape of fierce competition and hiring freezes.
U.S. producer prices rose more than anticipated in December, driven primarily by increasing costs in the services sector. The data suggests businesses are beginning to pass on tariff-related expenses to consumers, potentially signaling a reacceleration of inflationary pressures.
Producer prices rose 0.5% last month, exceeding forecasts and marking the quickest pace in three months, as a sharp jump in services costs offset stable goods prices, signaling persistent inflationary pressures in the pipeline.
Hotchkis & Wiley's value fund outperformed benchmarks in 2025, with FedEx highlighted as a key contributor. The logistics giant's shares rose over 20% in the past year, buoyed by strong domestic package performance, even as the fund remains selective in a top-heavy market.
As industry analysts warn of a critical NAND wafer shortage in 2026-2027, SanDisk's stock soars. Jim Cramer highlights the memory maker's positioning, with Mizuho and Benchmark raising price targets significantly on expectations of a 330% price spike.
Maersk Air Cargo is ending its trans-Pacific Boeing 767 operations and partnership with Amerijet International, opting for larger Boeing 777 freighters. The move will result in pilot furloughs at Amerijet and signals a strategic pivot towards more efficient long-haul air cargo networks.
American Express reported a 10.6% year-over-year revenue increase to $17.57 billion for the fourth quarter of 2025, yet missed Wall Street's sales expectations. Earnings per share of $3.53 met analyst consensus estimates.
President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and longtime critic of its recent policy, to be the next chair of the central bank, setting up a potential shift in monetary policy amid ongoing tensions over interest rates and Fed independence.
Despite a cautious 'Moderate Sell' consensus, Paramount Skydance (PSKY) carries an average price target of $14.08, implying significant potential upside. The media giant's recent Q3 2025 results highlighted robust Paramount+ subscriber growth, even as investors weigh heavy content investments and integration risks.
MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.
Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.
New research reveals a stark preparedness gap among UK manufacturers and wholesalers for the impending EU Digital Product Passport (DPP), with nearly half unaware of the regulation that could bar non-compliant goods from the single market.
While major indices tread water ahead of key earnings, a segment of the market continues to buzz with activity. We examine three micro-cap companies—Hongli Group, Royalty Management, and CreateAI—whose financial profiles and strategic moves are capturing attention from investors willing to navigate the high-risk, high-reward penny stock arena.
Nubank, the Latin American fintech leader, has secured conditional approval from the OCC for a U.S. national bank charter, setting an 18-month timeline to launch and challenging incumbent banks with its digital-first model.
