Despite a prolonged freight recession, ArcBest reports resilient fourth-quarter performance, driven by strategic cost controls, AI integration, and growth in managed logistics solutions, while outlining a cautious outlook for 2026.
Goldman Sachs raises its price target for Zeta Global (ZETA), citing strategic positioning ahead of an expected surge in software sector mergers and acquisitions driven by valuation gaps and synergy potential.
Trimble expands its distribution network in key Midwestern markets by appointing West Side Tractor Sales Co. as a new authorized technology outlet and reseller, enhancing local access to its precision construction solutions for John Deere equipment users.
Analysts at Susquehanna upgrade Arm Holdings to Positive, citing transformative deals with OpenAI and Meta. The firm projects a new AI XPU could generate over $1 billion in annual royalties, signaling a major shift beyond Arm's mobile roots.
RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
Mizuho Securities reaffirms its bullish stance on Intuit (INTU) with an $875 price target, arguing that recent investor anxiety over AI's potential to disrupt the tax preparation industry is exaggerated, citing the company's strategic integrations and expanding physical retail footprint.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
Medtronic secures a key European regulatory nod for its latest pulsed field ablation catheter while deepening its collaboration with Mindray, signaling a strategic push into high-growth areas of cardiac care and ambulatory surgery.
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.
Mizuho Securities raised its rating on Applied Materials (AMAT) to Outperform, with a $370 price target, forecasting accelerated growth in global wafer fab equipment spending driven by major chipmakers' capital expenditure plans.
Coinbase CEO Brian Armstrong announces the company will match the U.S. government's $1,000 'Trump Accounts' contribution for eligible children of employees, with a preference to execute the match in Bitcoin, highlighting crypto's growing intersection with federal policy initiatives.
The long-term strategic partnership will leverage IQVIA's data-as-a-service platform to unify and streamline commercial data across 59 countries, aiming to accelerate product launches and enhance decision-making for the pharmaceutical giant.
German automotive giant Bosch reports a sharp 45% drop in operating profit for 2025, driven by heavy restructuring charges, intense global competition, and delayed returns on future-tech investments.
Elon Musk is reportedly in early-stage talks to merge his flagship companies—SpaceX, Tesla, and xAI—into a single, trillion-dollar technology and infrastructure behemoth ahead of a potential SpaceX IPO, sources familiar with the matter indicate.
In a bold bid to reclaim semiconductor leadership, Intel is aggressively deploying ASML's next-generation lithography systems years ahead of rival TSMC. The 2026 timeline is critical for the chipmaker's turnaround plan.
BEN finalizes a landmark AI licensing framework for Africa and a university wellbeing pilot while bolstering its balance sheet through capital raises and debt conversion, prompting analysts to question if execution is now the priority.
The new campus in McBee, SC, aims to bolster North American supply chains for critical minerals, starting with a 2,000-ton annual processing capacity for magnet scrap.
Bitcoin's sharp retreat to $81,000 on Thursday, following the Federal Reserve's latest policy announcement, resulted in massive leveraged position liquidations and sent shockwaves through correlated equities.
A deep dive into Kadant Inc.'s intrinsic value using a Discounted Cash Flow model suggests the stock is trading near its estimated fair value of $273, raising questions about its near-term upside potential amid current market prices.
Despite recent market turbulence, a surge in eurozone business confidence is spotlighting companies where high insider ownership aligns management with shareholder interests. We examine three such firms poised for growth.
