Despite a mixed analyst outlook, Morgan Stanley projects robust growth for Full Truck Alliance's core commission business, even as overall revenue faces headwinds. The digital freight platform's long-term strategy is gaining favor.
Despite a recent 4.9% weekly pullback, shareholders of German-listed CHAPTERS Group (ETR:CHG) have seen staggering total returns exceeding 900% since 2019, fueled by explosive revenue growth. The journey highlights the potential rewards—and risks—of investing in high-growth, pre-profit companies.
Clinical-stage biopharma Mineralys Therapeutics has filed its New Drug Application for lorundrostat, a potential treatment for resistant hypertension, following positive results from multiple trials. The move positions the company for a potential 2026 market entry and has drawn upgraded price targets from analysts.
Meta Platforms' staggering capital expenditure forecast for 2026, heavily weighted toward AI infrastructure, underscores the intensifying tech investment cycle. Specialized cloud provider CoreWeave emerges as a likely key beneficiary, its fortunes tied to the hyperscaler spending spree.
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.
As UPS announces a major workforce reduction linked to its Amazon partnership, investors are weighing the logistics giant's strategic pivot against its hefty 6% dividend yield. The move underscores a broader industry recalibration for profitability in a changing delivery landscape.
Facing uneven long-term performance, UPS announces a major strategic overhaul involving significant job reductions, facility closures, and a deliberate move away from low-margin Amazon volume. The company is betting big on healthcare logistics through acquisitions to bolster its global cold chain network.
Investors who backed Singapore's DBS Group Holdings half a decade ago have seen their holdings more than triple, with dividends playing a key role in the impressive total shareholder return. The bank's transition to sustained profitability aligns with its market-beating performance.
In a contrarian move, asset manager S.A. Mason has initiated a significant position in the underperforming Akre Focus ETF, signaling a long-term conviction in its concentrated, quality-focused strategy despite recent headwinds.
Singapore Airlines (SGX:C6L) is demonstrating a disciplined approach to capital allocation, with a notable uptick in its return on capital employed (ROCE). While its current 6.3% return lags behind the broader airline industry average, the trend signals a potential turning point for the carrier as it seeks to solidify its post-pandemic recovery and build sustainable long-term value for shareholders.
Aerospace and defense systems leader Woodward (NASDAQ:WWD) posted fourth-quarter results that handily exceeded Wall Street forecasts, sending its stock sharply higher. Revenue jumped 29% year-over-year to $996.5 million, while earnings per share of $2.17 beat consensus estimates by nearly 30%.
Following a significant boardroom reshuffle and a strategic overhaul of its sales divisions, Japanese paper giant Hokuetsu (TSE:3865) finds itself at a critical juncture. With its stock showing signs of undervaluation against a backdrop of volatile returns, investors are weighing the potential of its new direction against the risks of execution.
Despite a normalized growth phase, HubSpot's consistent execution, expanding profitability, and deepening product adoption among small to mid-sized businesses are building a compelling case for long-term investors, even as direct AI monetization remains on the horizon.
BioNTech appoints Kylie Jimenez as its first Chief People Officer, a strategic move aimed at building the organizational and cultural backbone for its ambitious transition into a multi-product oncology company by 2030.
Gilead Sciences, the biopharma giant known for its HIV treatments, is strategically pivoting to become a major player in cancer therapy. Through targeted licensing and a focus on precision oncology, the company aims to build a multi-billion dollar revenue stream by the end of the decade, reducing its reliance on mature franchises.
Amazon will phase out its Amazon One palm recognition service across all U.S. retail locations by mid-2026, citing low adoption. The move signals a strategic pullback from in-store biometrics amid privacy debates and a broader refocusing of its physical store strategy.
A synchronized selloff on January 30, 2026, saw Bitcoin and key industrial metals like copper plunge together, underscoring Bitcoin's evolving role as a barometer for global economic sentiment rather than a digital safe haven.
Piper Sandler raises its price target on ImmunityBio, citing a near 700% surge in Anktiva sales and promising interim data from the QUILT trials that could support a major label expansion by 2027.
Piper Sandler and Barclays have raised price targets for CytomX Therapeutics (CTMX), citing promising early-phase data for its experimental colorectal cancer therapy. Updated results from a larger patient cohort are expected this quarter.
Wells Fargo boosts its price target for Taysha Gene Therapies (TSHA), citing strong progress in its pivotal Rett syndrome gene therapy program. The company has dosed the first patient in a key trial phase and received FDA alignment on its regulatory pathway.
