RBC Capital reaffirms its Outperform rating on UnitedHealth Group, citing management's commitment to long-term earnings targets, even as a lower-than-expected Medicare Advantage rate proposal triggers a sharp sell-off in the health insurer's shares.
Bitcoin struggles to find a floor, trading near November lows as the nomination of Kevin Warsh for Fed Chair fails to spark a rally. Persistent outflows from US spot ETFs and a broader risk-off mood compound the pressure, raising fresh doubts about the cryptocurrency's 'digital gold' narrative.
A dual shift in U.S. sanctions and Venezuelan oil law is unlocking the country's vast reserves for American companies, marking a potential turning point after decades of nationalization and economic isolation.
A major analyst upgrade, fueled by Nvidia's deepening investment and strategic alignment, projects significant upside for the AI cloud infrastructure leader CoreWeave, despite recent stock volatility.
The U.S. Securities and Exchange Commission has appointed Demetrios Logothetis as the new chair of the Public Company Accounting Oversight Board, alongside three new board members, marking a significant leadership shift at the key audit regulator.
A discounted cash flow analysis suggests Australis Oil & Gas (ASX:ATS) shares may be trading close to their intrinsic value. We examine the model's assumptions and the broader context for the energy junior.
The Louisville-based regional bank's significant purchase of its own stock highlights internal optimism amid a shifting interest rate landscape, even as it trimmed holdings in tech giants.
Shares of Heidelberg Materials have delivered stellar returns, more than tripling over three years. As the stock consolidates near recent highs, investors are questioning whether the rally has priced in future growth or if significant value remains. A deep dive into valuation metrics suggests the latter.
As QuantumScape shares hover near $10, a stark divergence emerges between its discounted cash flow valuation and its price-to-book ratio. With the stock down year-to-date but up sharply over one year, investors are weighing the promise of solid-state batteries against execution risks and market volatility.
Barrick Gold's stock has soared over 220% in the past year, leaving investors to question if the rally has peaked. A deep dive into valuation metrics suggests the mining giant may still be trading at a significant discount to its intrinsic value.
Tradeweb Markets launches integrated multi-asset package trading for USD-denominated swaps, aiming to streamline complex institutional workflows and deepen its foothold in the competitive electronic fixed income arena.
Kraft Heinz announces a major corporate split, separating its global sauces division from its North American grocery business, while Berkshire Hathaway begins selling down its significant stake. The moves signal a strategic pivot for the iconic food giant, raising questions about valuation, dividends, and long-term direction in a shifting consumer landscape.
The SEC has appointed EY veteran Demetrios Logothetis as PCAOB chair, alongside three new board members, as the audit regulator faces a slashed budget and a pivot toward a lighter regulatory touch.
With National Australia Bank shares surging nearly 120% over five years, investors are questioning whether the current price around A$43.37 still offers value. Our analysis reveals a mixed picture: while some metrics suggest the stock is fairly valued, others point to potential upside.
Osisko Development Corp. (TSXV:ODV) has announced a major $125 million equity financing to advance its flagship Cariboo Gold Project in British Columbia, following a temporary operational suspension due to a contractor fatality. The move comes as the company's shares show strong recent momentum but trade at a significant discount to peers, raising questions about its valuation and path forward.
The Walt Disney Company announces plans for its first theme park in the Middle East—a full-scale resort in Abu Dhabi—alongside a key executive appointment aimed at refining long-term corporate strategy and investor relations.
Siemens AG is doubling down on its digital transformation, channeling investments into battery storage, AI-driven industrial solutions, and data analytics while continuing a substantial share repurchase program. This analysis examines whether these strategic moves can translate into sustainable shareholder value amid a complex financial landscape.
In a strategic double move, Apple has acquired Israeli AI startup Q.ai for nearly $2 billion and forged a landmark partnership with Google to integrate Gemini AI into Siri. These developments signal a profound shift in Apple's approach to artificial intelligence, moving it from the periphery to the core of its hardware and services ecosystem, with significant implications for user experience and the competitive landscape.
Plug Power has adjourned a key shareholder vote to February 5th, as it struggles to secure sufficient turnout to approve a measure that would double its authorized shares to 3 billion, a move the company calls essential for its financial stability and growth plans.
Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.
