Caterpillar's robust Q4 earnings, fueled by record power and energy sales, have lifted its stock. But analysts' probing questions reveal the challenges ahead on capacity, costs, and digital growth.
Blue Bird Corporation exceeded Q4 earnings expectations, buoyed by a 45% jump in orders and disciplined pricing. However, its full-year revenue outlook fell slightly short of Wall Street projections, reflecting a measured stance on tariff and cost uncertainties.
Snap Inc. reported a pivotal quarter, posting its first net income profit in years as its strategic pivot toward subscriptions and higher-margin advertising gains traction. While user growth faces near-term headwinds, the company is betting on its 2026 consumer launch of Specs to fuel its next chapter.
Packaging giant Silgan Holdings reports steady Q4 2025 results, highlighting strength in dispensing systems and pet food markets while managing cost pressures and completing a key acquisition integration. Leadership outlines a cautious but growth-oriented outlook for 2026.
At its 2026 Annual Meeting, Franklin Resources secured shareholder approval for key compensation and equity initiatives. CEO Jenny Johnson highlighted robust growth in ETFs, alternatives, and personalized investing, even as the firm navigates challenges within its Western Asset subsidiary.
Champion Homes (SKY) reported Q3 earnings that met internal forecasts despite a tough market. While revenue edged up, profitability faced pressure from costs and lower volumes. The company is betting on product innovation and legislative tailwinds for off-site built housing to drive future growth.
KB Financial Group reports a robust 15.1% jump in annual net profit to KRW 5.8 trillion, driven by fading one-off costs and a surge in capital markets income. The group announces a significantly enhanced shareholder return plan, including a 32% dividend hike and a KRW 1.2 trillion share buyback, signaling confidence despite a challenging macro environment.
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.
While both Palantir and Nvidia grapple with surging demand, Palantir's unique challenge—a severe talent shortage—proves more intractable than Nvidia's supply chain issues, casting a shadow on its international ambitions and lofty valuation.
A major survey of over 4,100 chartered accountants across Australia and New Zealand finds that non-financial factors like flexible work arrangements and supportive cultures are now central to attracting and retaining talent, even as remuneration trends show sectoral contrasts and a persistent gender pay gap.
Diamond Hill Capital's latest investor letter reveals its Small Cap Strategy outperformed the Russell 2000 in Q4 2025, with Triumph Financial (TFIN) highlighted as a key driver. The report underscores a focus on resilient businesses amid ongoing market volatility.
Amid a cautious macroeconomic backdrop, select technology companies are charting a path of exceptional growth. We analyze three firms from China and Japan whose innovation and market strategies are driving forecasts that significantly outpace their domestic markets.
Publicly-listed Tron Inc. continues its strategic accumulation of TRX tokens, with founder Justin Sun publicly endorsing the buy-the-dip approach. TRX has significantly outperformed Bitcoin year-to-date, declining only 1.3% compared to BTC's 19% drop, prompting some analysts to label it a potential defensive asset.
Shell's annual net profit climbed to $17.84 billion in 2025, as operational efficiency and cost discipline helped counter volatile energy markets. The energy major announced a dividend increase and a new $3.5 billion share buyback program.
Legendary investor Stanley Druckenmiller made a notable portfolio shift last quarter, divesting from Microsoft and initiating a position in Amazon, betting on the e-commerce giant's expansive AI integration across its businesses.
Amidst market volatility and waning consumer sentiment, a select group of high-growth companies with substantial insider ownership is drawing investor attention, signaling strong management belief in their future trajectory.
Severe winter storms across key regions contributed to a slower-than-expected January for US light vehicle sales, with adjusted figures showing a 3.3% year-over-year decline, though analysts see potential for a rebound.
Despite beating Q4 earnings estimates, Qualcomm's stock stumbled as its guidance revealed a significant near-term headwind: a global memory chip shortage is capping smartphone production, exposing the chipmaker's vulnerability to supply chain bottlenecks beyond its control.
While past winners like Nvidia have created fortunes, the next wave of wealth generation may lie with specialized players in AI infrastructure and quantum computing. We analyze two high-potential, high-risk contenders.
As Meta Platforms flirts with a $2 trillion valuation, its decision to forgo a stock split is seen by some analysts as a missed chance to court the growing ranks of everyday investors on Wall Street.
