The Trump administration is launching a strategic reserve for rare earths and critical minerals, echoing the 1970s response to the oil crisis, as global competition for tech supply chains intensifies.
A severe, AI-driven shortage of memory chips is creating a windfall for storage manufacturers, with analysts predicting a multi-year upcycle as data center demand overwhelms supply.
As Palantir Technologies (PLTR) prepares to report Q4 2025 results, a wave of bullish analyst upgrades points to surging commercial demand for its AI platform, driving a debate over its valuation and long-term potential.
Six Flags Entertainment's shares have tumbled nearly 60% over the past year, trading far below industry peers. A deep dive into its valuation metrics reveals a significant discount, but questions remain about its path to recovery in a shifting leisure landscape.
As the ASX braces for a turbulent February amid rate hike fears, a closer look reveals resilient micro-caps with unique value propositions. We analyze three sub-$150M companies—from healthcare tech to critical minerals—that are navigating the volatility with strong balance sheets and niche market positions.
As investors navigate a complex economic landscape, companies with significant insider ownership and robust earnings forecasts are drawing attention. We examine three ASX-listed firms where leadership's skin in the game aligns with ambitious growth projections.
Amid a volatile market backdrop, several ASX-listed companies, including gold miner Capricorn Metals, are flagged as potentially trading significantly below their intrinsic value, presenting opportunities for discerning investors.
Sportradar Group's (SRAD) shares have tumbled over 20% in the past month, pushing the sports data giant back into the spotlight. With a stark disconnect between its current price and some bullish fair value estimates, investors are debating whether this is a moment of weakness or a warning signal.
Shares of the casino operator have pulled back from a four-year high in December, but a historically reliable long-term trendline suggests potential upside ahead of Thursday's earnings release.
Shares of The Chefs' Warehouse (NASDAQ:CHEF) have more than doubled over the past five years, a remarkable run fueled by the company's pivot to profitability. While recent momentum has cooled, analysts point to sustained earnings growth as a key indicator of underlying strength.
Qualcomm shares have retreated over 12% this year, prompting a fresh debate on whether the chipmaker's long-term AI and edge computing narrative justifies its current valuation.
Shares of Robinhood Markets fell sharply alongside other crypto-exposed firms, pressured by a decline in Bitcoin prices and broader concerns about retail trading momentum.
Despite posting record earnings in its theme parks division, The Walt Disney Company saw its shares tumble sharply following its Q1 FY2026 report, as investor concerns over streaming profitability and rising costs overshadowed the success of its Experiences business.
While ConocoPhillips shares have lagged the broader market over the past year, analysts maintain a moderately bullish stance, betting on a rebound despite near-term earnings pressure from volatile energy prices.
Despite solid revenue growth, Microvast Holdings (NASDAQ: MVST) has seen its share price collapse over the past five years, erasing billions in market value and testing the patience of long-term investors.
Despite its leadership in high-demand defense sectors like drones and hypersonics, Kratos Defense & Security's shares face sustained pressure as investors question its sky-high valuation and cash flow.
While 3M shares have significantly underperformed the broader market and its industrial peers over the past year, Wall Street maintains a cautiously optimistic stance, betting on the diversified giant's long-term recovery and earnings resilience.
As major indices climb, investors are sifting through economic crosscurrents to find resilient tech innovators. We examine three companies—Veracyte, monday.com, and Zeta Global—whose strategic moves and financial momentum position them for potential growth.
Amid a backdrop of cautious market optimism, companies with significant insider ownership are drawing investor attention. We examine three firms where those closest to the business are putting their money, spanning biotech, advanced semiconductors, and regional banking.
One year after its separation from Western Digital, SanDisk's shares have skyrocketed nearly 1,500%, fueled by an AI-driven memory boom. A major Wall Street upgrade now sees a path to $1,000 as supply constraints and soaring demand create a 'super-profitability' cycle.
