A sustained decline in Chinese lithium carbonate spot prices is exerting fresh pressure on global producers like Albemarle, casting a shadow over its upcoming earnings report and long-term investment thesis tied to the energy transition.
Defense giant Lockheed Martin reported better-than-expected fourth-quarter results, reaffirmed its 2026 outlook, and secured a key $328.5 million sensor contract for Taiwan's Air Force, driving its stock higher. Analysts point to a record $194 billion order backlog as a buffer, though questions linger about valuation and long-term budget dependencies.
A massive capital infusion for Alphabet's Waymo accelerates its autonomous ride-hailing expansion, sharpening the focus on Tesla's premium stock price and its yet-to-materialize self-driving ambitions.
Baxter International's stock presents a complex picture for investors, with recent short-term gains overshadowed by a significant annual loss. As the company navigates margin pressures and pins hopes on a strategic reset by 2026, analysts debate whether its current price represents a genuine discount or a fair reflection of underlying challenges.
Micron Technology's stock, riding the AI wave to multi-year highs, faces a critical juncture as its valuation gap widens. While long-term momentum remains strong, recent volatility and a significant premium to some fair value estimates prompt investors to weigh the sustainability of its rally against potential market and geopolitical risks.
The court-appointed receiver for Uncle Nearest Premium Whiskey has warned that returning control to founders Fawn and Keith Weaver could trigger immediate foreclosure by lender Farm Credit, despite earlier optimism about the brand's recovery prospects.
Dr. Mehmet Oz, alongside Health Secretary Robert F. Kennedy Jr., argues that improving national health could unlock trillions in economic productivity, potentially stabilizing entitlement programs and reducing the debt burden.
Tesla proceeds with a major investment in Elon Musk's xAI, overriding prior shareholder objections. The move intensifies the EV giant's AI ambitions while fueling debates over corporate governance and long-term value.
Wheaton Precious Metals, a streaming giant with a skeleton crew, has consistently outperformed physical gold for over a decade. We examine the unique business model fueling its staggering returns and ask if the run can continue.
Despite near-term margin pressures, MercadoLibre's aggressive investment in logistics and user growth in Brazil is accelerating its ecosystem flywheel, positioning the Latin American giant for long-term dominance.
Despite strong quarterly results, Celsius Holdings (CELH) faces investor skepticism over inventory issues and execution risks. We analyze the bull case, its powerful PepsiCo partnership, and whether the stock's recent discount presents an opportunity.
Wall Street may still see an online travel agency, but a deeper transformation is underway at Booking Holdings. Its shift toward a payments infrastructure model is driving fintech-like margins and creating a durable competitive advantage, setting the stage for a potential re-rating.
While Symbotic Inc. is celebrated for its warehouse automation robotics, a deeper look reveals a potentially transformative—and undervalued—bet on the warehouse-as-a-service model through its GreenBox joint venture with SoftBank.
Reynolds Consumer Products (NASDAQ:REYN) announces its upcoming dividend payment, offering a yield above the industry average. While the payout appears sustainable for now, analysts point to underlying challenges in earnings growth that long-term income investors should watch.
Amazon is set to challenge Costco and Walmart on their own turf, with plans for a 225,000-square-foot big-box supermarket in Illinois that signals a bold new direction for the e-commerce giant.
CNBC's Jim Cramer pointed to Humana as the S&P 500's standout loser following a pivotal Medicare Advantage rate announcement from federal regulators, triggering a sector-wide sell-off.
A new survey forecasts historic Valentine's Day spending in 2026, driven by broader gifting circles and resilient consumer sentiment, with candy remaining the most popular present.
Uber shares tumbled Wednesday as the ride-hailing giant's first-quarter earnings forecast fell short of Wall Street expectations, overshadowing solid revenue growth and casting doubt on its near-term momentum amid shifting investor focus on autonomous vehicle risks.
The world's largest asset manager announces a dividend increase to $5.73 per share, yielding approximately 2.1%. While the hike reflects strong cash generation, analysts note the firm's high cash payout ratio and modest earnings growth raise questions about long-term sustainability.
As Amazon prepares to report its fourth-quarter results, strong performance across its core businesses is expected. Yet, despite solid fundamentals, the stock has languished, leaving investors to weigh near-term AI costs against long-term growth potential.
