Amid a crowded market and economic headwinds, boutique hotelier Study Hotels is carving a niche by weaving campus culture into its design and guest experience. Founder Paul McGowan discusses the strategy behind tapping into alumni nostalgia and the unique challenges of building in college towns today.
TD Cowen reiterates a Buy rating on Incyte (INCY), significantly raising its price target to $128, citing the company's detailed strategy to triple revenue outside its flagship drug Jakafi by the end of the decade.
Diamond Hill Capital's Small Cap Strategy added Centerspace (CSR) to its portfolio in Q4 2025, highlighting a focus on resilient real estate assets. The REIT's performance and future potential are analyzed against a backdrop of mixed market gains and ongoing economic uncertainty.
The Washington Post informed staff of significant layoffs and operational cuts Wednesday, including the closure of its Sports desk and daily podcast, as the newsroom grapples with financial pressures and a strategic pivot toward politics coverage.
AbbVie (NYSE: ABBV) reported fourth-quarter 2025 revenue of $16.62 billion, a 10% year-over-year increase that surpassed Wall Street forecasts. Adjusted earnings per share of $2.71 also topped consensus estimates, signaling resilience in its growth strategy.
While the healthcare giant continues to expand its revenue base, a declining trend in its return on capital employed (ROCE) suggests management's aggressive reinvestment strategy may be coming at the cost of near-term profitability. Analysts are divided on whether this signals long-term vision or inefficient capital allocation.
Aristotle Capital Management's Value Equity Strategy sold its position in beverage giant Constellation Brands in Q4 2025, citing a strategic pivot towards AI-driven opportunities despite the company's steady performance. The move comes as value stocks outperformed and AI dominated corporate earnings discussions.
Amid a surging market where value stocks outperformed and AI dominated corporate earnings calls, Aristotle Capital Management's Value Equity Strategy sold its position in Commerce Bancshares (CBSH). The firm cited a strategic pivot towards AI-driven stocks with higher perceived upside and lower risk, despite the regional bank's steady performance.
Shares of Capital One Financial (COF) surged following the release of Aristotle Capital Management's Q4 2025 investor letter, which highlighted the consumer finance giant as a key contributor to its value strategy's performance. The move comes amid a resilient economic backdrop where value stocks have shown renewed strength.
Baron Discovery Fund increased its stake in indie Semiconductor (INDI) in Q4 2025, signaling conviction in the automotive chip designer despite recent share price weakness. The move comes as the fund outlines its strategy for navigating a shifting AI landscape and positions for a potential high-growth 2026.
Nevada gaming authorities have ordered Coinbase to cease its prediction markets operations, ruling the contracts constitute unlicensed gambling. The move challenges Coinbase's federal regulatory strategy and threatens its nationwide rollout of the controversial product.
A retiree with a substantial nest egg seeks a low-fee strategy to make their savings last. Financial experts weigh in on navigating investment risks, longevity concerns, and the critical choices facing those entering their golden years.
Shivani Bhattessa, a veteran with over two decades in audit leadership, steps into a key partner role to drive operational excellence and quality transformation at Forvis Mazars UK.
UBS has lowered its price target on Oracle (ORCL) but reaffirmed its Buy rating, highlighting the company's newly clarified $45-$50 billion funding strategy as a potential driver for the stock, even as it navigates equity dilution concerns in the competitive AI infrastructure race.
Elon Musk has consolidated his AI venture xAI under SpaceX in a landmark all-stock transaction, creating a combined entity valued at approximately $1.25 trillion. The strategic move is framed as a bid to pioneer cost-effective, large-scale AI computing in space, though operational integration will be limited due to regulatory constraints.
While Veeva Systems continues to invest heavily in its future, a five-year slide in its return on capital employed (ROCE) signals potential headwinds for the life sciences cloud giant. We examine whether the current growth-at-all-costs strategy will pay off for long-term shareholders.
As Iran and the U.S. prepare to resume nuclear negotiations, Tehran's expansive and hardened ballistic missile program remains a non-negotiable pillar of its defense strategy. This analysis examines the capabilities, strategy, and regional impact of one of the Middle East's largest missile arsenals.
Veteran investor Stanley Druckenmiller has made a significant portfolio shift, fully exiting Eli Lilly—a dominant player in the booming weight-loss drug market—while establishing new positions in three established tech giants betting on AI. The move raises questions about timing and strategy in two of today's hottest investment themes.
D-Wave Quantum (QBTS) shares have soared over 150% since 2025 but are down sharply this year. As the company pivots to a dual-platform strategy, we examine whether its niche technology and lofty valuation signal opportunity or excessive risk in the nascent quantum computing race.
The side-hustle economy gains another success story as a clothing reseller reveals the disciplined strategy behind turning spare time and a keen eye into a six-figure venture in just one year.
