As trillion-dollar AI infrastructure spending fuels concerns of a market bubble, long-term investors are questioning whether broad index funds like the Vanguard S&P 500 ETF still offer a safe harbor.
London-listed mineral sands explorer Capital Metals (LON: CMET) is projected to reach breakeven within two years, with analysts forecasting a first profit in 2028. The debt-free company's path hinges on achieving a steep annual growth rate amid its investment phase in UK and Sri Lankan projects.
In a major policy shift, the CFTC under new Chairman Michael Selig is drafting a comprehensive rulebook for event contracts, aiming to bring regulatory certainty to the fast-growing prediction market industry while fostering 'permissionless innovation.'
A new financial analysis suggests shares of UK property services group LSL could be trading at a significant discount to their estimated intrinsic value, presenting a potential opportunity for investors.
Annaly Capital Management capped off a robust 2025 with a fourth-quarter economic return of 8.6%, driven by a constructive fixed-income environment and growth across its core strategies. The mortgage REIT highlighted conservative leverage, a secure dividend, and strategic capital deployment as it navigates evolving market conditions.
Meritage Homes concluded a challenging 2025, citing affordability pressures and waning buyer confidence. While maintaining a cautious stance on incentives, the homebuilder is expanding its community footprint and boosting shareholder returns, betting on long-term demographic demand.
Bank of America has upgraded Apellis Pharmaceuticals (APLS) to 'Buy,' citing robust early adoption of its drug Empaveli and significant undervaluation of its potential in treating rare kidney diseases, despite a more cautious outlook from Wells Fargo.
A new discounted cash flow analysis indicates Corero Network Security plc (LON:CNS) may be significantly undervalued at current trading levels, presenting a potential opportunity for investors in the cybersecurity sector.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Despite record iPhone demand, Apple CEO Tim Cook warns that soaring memory chip costs are set to squeeze margins, highlighting a supply crisis gripping the entire tech industry.
The UK-based payments technology firm Bango (LON:BGO) is showing early signs of a financial transformation, breaking into profitability and increasing its capital deployment. While its return on capital remains below the software industry average, the underlying trend suggests a company in the midst of a strategic pivot.
Western Digital Corp (WDC) announced a robust 25% year-over-year revenue increase for its fiscal second quarter of 2026, driven by strategic long-term agreements and a favorable product mix. While consumer segment challenges persist, the company is positioning itself to capitalize on the burgeoning data storage demands from artificial intelligence.
Fueled by exceptional demand for its HOKA and UGG brands, Deckers Outdoor Corp. posted a robust third-quarter performance, prompting the company to raise its fiscal 2026 guidance. Executives pointed to strategic product launches, direct-to-consumer strength, and clean marketplace inventories as key drivers.
PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.
Despite a softer-than-expected first quarter, Beazer Homes USA outlines a dual strategy of solar-powered community expansion and aggressive capital returns to shareholders, aiming to boost profitability in a stabilizing housing market.
Despite facing a dip in loan performance and market share, Credit Acceptance Corp (CACC) posted growth in adjusted earnings per share for Q4 2025, highlighting strategic investments in dealer technology and a disciplined, long-term financial approach.
Thyssenkrupp AG's stock has skyrocketed over the past year, leaving investors to grapple with a critical question: does the German industrial giant still offer value, or is it now overhyped? We delve into the valuation metrics, market context, and expert perspectives to separate signal from noise.
Visa Inc. reported a 15% surge in net revenue for its first fiscal quarter of 2026, citing robust payments volume and significant gains in its value-added services and commercial solutions.
Shares of communications testing firm Viavi Solutions surged over 17% to a level not seen since 2002, as investors cheered a new restructuring initiative aimed at saving $30 million annually, despite the company posting a quarterly net loss.
While flashy, unprofitable tech stocks often dominate headlines, German thermal management specialist technotrans demonstrates that disciplined earnings growth and reasonable executive compensation can build a more sustainable investment case, as its EPS and margins climb.
