In its latest investor letter, ClearBridge Investments highlighted Casella Waste Systems (CWST) as a long-term compounder, even as its mid-cap strategy faced a challenging quarter marked by narrow market leadership and sector-specific weakness.
The Walt Disney Company has ended years of succession speculation by appointing theme parks and experiences head Josh D'Amaro as its next Chief Executive Officer. The 54-year-old company veteran will succeed Bob Iger in March, tasked with steering the media giant through an industry transformed by AI, consolidation, and shifting consumer habits.
Amazon is removing its biometric palm payment scanners from all Whole Foods stores by early June, citing limited customer use. The company will delete all stored customer data associated with the service.
The Italian cable giant has been awarded a major contract to supply over 640km of subsea and underground HVDC cables for the Eastern Green Link 4, a critical infrastructure project set to channel renewable power from Scotland to England by 2033.
Convenience store chain Spinx is deploying Tote AI's integrated platform across all locations, aiming to unify operations, enhance foodservice tech, and modernize point-of-sale systems for deeper data insights and future agility.
Amid economic uncertainty, Illinois Tool Works (ITW) stands out not just as a Dividend Aristocrat, but as a case study in operational discipline. We examine the century-old manufacturer's strategy for maintaining its legendary payout through multiple business cycles.
Bloom Energy's stock surged nearly 75% in January, propelled by a landmark agreement with American Electric Power and soaring demand from the data center sector.
Amid a market often captivated by speculative tech stories, German defense specialist Hensoldt (ETR:HAG) presents a case for steady, profitable growth. With rising earnings, robust revenue, and a CEO compensation package notably below industry peers, the company is earning a spot on value-focused watchlists.
In a move that resets strained bilateral relations, the U.S. and India announced a preliminary trade agreement. The deal lowers U.S. tariffs on Indian goods and scraps punitive duties linked to Russian oil, though key details on purchase commitments remain unconfirmed.
A Cincinnati couple who secured a 2.75% mortgage in 2020 now find their 'dream home' ill-suited for their evolving life, embodying a nationwide dilemma as soaring rates create financial paralysis for would-be movers.
Despite a year of mixed economic signals, Norfolk Southern announced its customers advanced over 60 major industrial projects in 2025, representing $7.7 billion in new investment for rail-served facilities and underscoring long-term confidence in strategic supply chain corridors.
Becton Dickinson (BD) sees its price target raised by Piper Sandler as the medtech giant prepares to overhaul its financial reporting structure and invests heavily in prefillable syringe production to meet booming demand for GLP-1 and biologic drugs.
Baron Discovery Fund's Q4 2025 letter reveals a new position in JFrog Ltd. (FROG), highlighting the software DevOps platform as a long-term growth pick. The fund underperformed its benchmark in the quarter but maintains an optimistic outlook for 2026.
Freshly released court files detail a $3 million investment in Coinbase's 2014 funding round linked to Jeffrey Epstein, adding another layer of complexity to the cryptocurrency industry's early financial history and its ties to controversial figures.
Baron Discovery Fund's latest investor letter spotlights Exact Sciences (EXAS) as a key contributor, buoyed by strong market adoption of its cancer screening tests and favorable industry dynamics, despite the fund's broader quarterly underperformance.
Cognex Corporation (CGNX) shares have shown recent strength, closing at $39.76. While the stock gained 7.7% over the past month, it remains down sharply over three and five-year horizons, presenting investors with a complex valuation puzzle amid shifting industrial automation trends.
Diamond Hill Capital's latest investor letter reveals the Large Cap Fund's Q4 2025 results, highlighting Capital One Financial as a key performer despite the fund's overall cautious stance on AI-fueled market rallies.
Visa is expanding its reach through key partnerships with Amenify, Mercuryo, and UnionPay International, targeting embedded finance in housing, crypto-to-fiat conversions, and cross-border remittances into China.
As Michael Fiddelke steps into the CEO role, Target confronts mounting pressure to address immigration enforcement controversies and community tensions, challenging his stated focus on retail fundamentals.
Shares of Canadian materials firm 5N Plus surged after securing an $18.1 million U.S. government grant to expand germanium recycling in Utah and announcing a 25% capacity increase for space-grade solar cells at its German subsidiary, AZUR SPACE, by 2026.
