Software and data services shares steadied Thursday following a severe selloff, as the market grapples with whether generative AI is beginning to threaten the core business models of established tech giants. The sector has lost over $800 billion in value in recent days amid a broader rotation out of tech.
Aon plc's (NYSE: AON) shares, hovering around $350, present a conundrum for investors. While a proprietary 'Excess Returns' model suggests a significant 35% upside, traditional price-to-earnings analysis indicates the stock may already be richly priced. This divergence highlights the complex factors at play in valuing the global professional services and insurance brokerage giant.
Heathrow Airport has awarded Compass Group UK & Ireland a significant seven-year contract to cater for its 80,000-strong workforce. The deal includes a multi-million-pound refurbishment of 11 employee restaurants and introduces a new workplace brand, 'Social at Heathrow', featuring tech-driven services and sustainability initiatives.
Financial services firm Stifel issues a stark forecast for Bitcoin, suggesting a potential decline to $38,000 based on historical crash patterns and a shifting dynamic with the U.S. dollar, framed through an unusual cinematic analogy.
SoFi Technologies surpasses $1 billion in quarterly revenue for the first time, adding 1 million new members in Q4 while shifting its product focus toward blockchain and crypto services and winding down its SoFi Next 500 ETF.
The European Commission has decided not to designate Apple's advertising and mapping services as 'gatekeeper' platforms under the landmark Digital Markets Act, citing their limited market impact in the region.
Jumbo Interactive's robust first-half FY26 results reveal a company in transition, balancing aggressive expansion into new markets and services with a more conservative capital return policy. As governance sees a routine shift, investors are left weighing integration risks against long-term growth potential.
NOV Inc. reported a Q4 net loss of $78 million, a sharp reversal from last year's profit, capping a year where annual net income fell 77%. While the stock rose post-announcement, the results intensify scrutiny on the oilfield services firm's path to sustainable earnings.
An analysis of third-quarter earnings reveals a mixed picture for the safety and security services industry. While the sector showed overall revenue resilience, performance varied sharply among key players, with legacy giant Brink's posting the slowest growth.
IT services firm ASGN posted mixed Q4 2025 results, meeting revenue forecasts but missing on profit. While sales held steady at $980.1 million, the company's strategic shift toward high-margin consulting and digital engineering shows promise, driven by record bookings and the integration of its latest acquisition.
Equifax surpassed revenue expectations for Q4 2025, driven by strong performance in its AI-powered products and government services. While the company provided optimistic guidance, it continues to navigate headwinds from rising operational costs and a shifting mortgage landscape.
The European Commission has decided not to designate Apple Maps and Apple Ads as 'gatekeeper' services under the landmark Digital Markets Act, citing their limited market impact in the region.
MarineMax's fourth-quarter earnings revealed a tale of two trends: robust sales growth driven by premium products was overshadowed by aggressive discounting and cautious consumer spending, squeezing profitability and sparking a sell-off. Analysts on the call zeroed in on the sustainability of margins and the company's strategic pivot toward higher-margin services.
Mastercard's Q4 earnings met revenue forecasts and beat on profits, driven by global diversification and value-added services. But the real story emerged during the analyst Q&A, revealing the strategic pressures and opportunities ahead for the payments giant.
The global foodservice giant Compass Group reports strong Q1 organic revenue growth exceeding 7%, driven by sports & leisure and B&I sectors. Management reaffirms full-year guidance, highlights strategic acquisition integration, and outlines a significant addressable market in data center services amidst evolving AI trends.
Sotera Health's stock presents a valuation conundrum, with discounted cash flow analysis suggesting a 37% upside while its sky-high P/E ratio signals overvaluation. As investors reassess biotech and pharmaceutical services firms, the debate intensifies around SHC's true worth.
Following strong 2025 results, ASE Technology projects multi-year growth fueled by relentless AI server demand and a broadening semiconductor recovery. The Taiwanese packaging and testing giant plans significant capital expenditure increases to expand capacity, particularly for cutting-edge services.
Healthcare distribution giant McKesson reported robust fiscal third-quarter results, with double-digit growth in revenue and earnings. The company raised its full-year guidance, citing strength in its oncology services and the booming distribution of GLP-1 medications.
StoneX Group (SNEX) shares have soared, posting impressive gains of 15.5% over the past month and 58% over the last year. This analysis delves into whether the financial services firm's current valuation, trading near $117, still presents an opportunity or if the market has gotten ahead of itself.
Amid market volatility, investors are turning to reliable dividend payers. We examine three established energy infrastructure leaders with strong yields and the potential to benefit from long-term trends like AI-driven power demand.
