GSK makes a dual strategic move, acquiring RAPT Therapeutics for its food allergy portfolio and securing broader European approval for its RSV vaccine Arexvy, reinforcing its focus on immunology and respiratory health.
Simon Property Group (SPG), the premier mall REIT, is back in the spotlight following years of impressive total returns. As its share price momentum continues, investors are scrutinizing whether its current valuation still presents an attractive entry point for income and growth.
Aeris Resources (ASX:AIS) shares have soared following a robust December quarter report featuring record copper-equivalent output and full repayment of a A$50 million debt facility. The operational momentum has fueled a dramatic 350% one-year shareholder return, yet analysts are divided on whether the stock's current price accurately reflects its underlying value or has overshot fundamentals.
While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.
A deep dive into Pantech Group Holdings Berhad's valuation using a Discounted Cash Flow model suggests the stock may be trading close to its intrinsic value, offering investors a potential entry point in the industrial supplies sector.
Calix reports historic 2025 financial results, surpassing $1 billion in annual revenue, while outlining its strategic pivot to a third-generation 'Agent Workforce' platform and capitalizing on a projected multi-billion dollar BEAD program opportunity.
Brookfield Infrastructure Partners capped a strong 2025 with double-digit FFO growth, a record capital recycling program, and a raised distribution. Management highlighted a massive, disciplined expansion in data infrastructure to meet AI-driven demand, forecasting a return to 10%+ growth targets.
Bread Financial (NYSE: BFH) delivered robust fourth-quarter and full-year 2025 results, meeting expectations through strategic partner expansions, improved credit health, and strengthened capital positioning. Management outlines a 2026 roadmap focused on sustainable growth, deposit mix optimization, and leveraging AI across operations.
The alternative investment giant reported its strongest annual results in four decades, fueled by a surge in fundraising to $240 billion. Executives pointed to early signs of a reopening in deal activity and IPO markets, setting the stage for increased asset sales in 2026.
Brunswick Corporation (NYSE: BC) closed its 2025 fiscal year on a confident note, citing a resilient recovery in the marine market, a historic surge in free cash flow, and significant debt reduction. While navigating persistent tariff headwinds, the company's leadership pointed to stabilizing retail demand and strategic market share gains as key drivers for cautious optimism heading into 2026.
Axos Financial (NYSE: AX) reported strong fiscal Q2 2026 results, with net income jumping to $128.4 million. Driven by broad-based loan growth and contributions from Verdant Commercial Capital, the digital bank highlighted expanding margins, improved credit metrics, and a confident outlook for continued mid-teens annual loan growth.
In a turbulent session driven by geopolitical fears, gold staged a historic V-shaped recovery while Bitcoin languished, raising fresh questions about the cryptocurrency's viability as a modern safe haven.
Shares of Viavi Solutions soared over 17% after the network test and measurement company posted fiscal Q2 results that smashed analyst expectations, fueled by robust demand from data center and aerospace clients.
The defense giant's stock jumped over 4% following an optimistic sales forecast and a major new agreement to significantly boost production of a key missile defense system for the U.S. military.
Canadian Pacific Kansas City's mixed Q4 results and 2026 outlook have sparked a tug-of-war between short-term optimism and longer-term concerns, as a new share repurchase program clashes with a year of declining shareholder returns.
Cardinal Health (CAH) stock has drawn renewed investor interest following robust financial results, with revenue topping $234 billion and net income near $1.6 billion. The healthcare distributor's shares have rallied over 66% in the past year, though its premium valuation compared to peers is sparking debate among analysts.
The Malaysian software firm AppAsia Berhad (KLSE:APPASIA) is showing signs of a sustainable recovery, with key profitability metrics turning positive after years of struggle. Investors are taking note as the company begins to generate returns from reinvested capital.
British American Tobacco's shares have soared over 138% in five years, but a deep dive into its valuation reveals a complex picture. While a discounted cash flow model suggests significant upside, its premium P/E ratio tells a more cautious tale, leaving investors to question if the rally has further to run.
Veeva Systems' stock has faced recent pressure, declining over 11% in the past year. A deep dive into its valuation reveals a stark contrast: a discounted cash flow model suggests significant upside, while its premium P/E ratio tells a more cautious tale. We examine the numbers and what they mean for investors eyeing the life sciences cloud leader.
SL Green Realty Corp. reported robust fourth-quarter results, highlighting vigorous leasing activity driven in part by AI-related demand and sustained Asian investor interest in New York City assets, while outlining a strategic $2.5 billion asset sale plan.
