Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
Fueled by insatiable demand for high-capacity storage from hyperscalers and the AI inference boom, Western Digital posts a 25% revenue jump and raises guidance, signaling a structural shift in the data economy.
Historical data reveals a counterintuitive trend: periods of extreme pessimism in consumer sentiment have often preceded strong stock market gains, aligning with Warren Buffett's famed contrarian advice.
Knowles Corporation's top executive has sold a significant portion of his holdings, a move that comes on the heels of a 24% annual gain for the audio components maker and ahead of its upcoming earnings report.
Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.
While homeownership is a common goal, the investment strategies of the affluent reveal a more nuanced picture. Analysis of wealth tiers shows real estate plays a varying, and often shrinking, role as net worth climbs into the millions.
Analysts at Susquehanna upgrade Arm Holdings to Positive, citing transformative deals with OpenAI and Meta. The firm projects a new AI XPU could generate over $1 billion in annual royalties, signaling a major shift beyond Arm's mobile roots.
Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.
The UN atomic watchdog's board convened an extraordinary meeting amid heightened alarm over the safety of Ukraine's nuclear facilities following sustained attacks on the country's energy infrastructure, with the agency's chief warning of the world's gravest nuclear risk.
The medical aid group Médecins Sans Frontières (MSF) has refused to comply with an Israeli order to hand over detailed staff lists as a condition for continuing its work in Gaza and the West Bank, warning the demand jeopardizes the safety of its personnel and could cripple humanitarian operations.
Wells Fargo has upgraded Broadcom (AVGO) to Overweight and increased its price target to $430, pointing to the chipmaker's significant AI revenue trajectory and a robust software pipeline as key growth drivers through 2027.
Billionaire Mark Cuban champions Bitcoin's digital utility over gold's physical heft for crisis scenarios, but institutional flows and central bank demand tell a different story, highlighting a deepening divide in safe-haven strategies.
The Trump administration's AI Action Plan sets a strategic direction, but analysts argue its success hinges on aggressive private sector investment in workforce training to avoid leaving millions of workers behind in the coming technological shift.
U.S. producer prices rose more than anticipated in December, driven primarily by increasing costs in the services sector. The data suggests businesses are beginning to pass on tariff-related expenses to consumers, potentially signaling a reacceleration of inflationary pressures.
OGE Energy Corp. posts a return on equity in line with industry peers, but a deeper dive reveals a reliance on debt that could signal heightened risk for investors in the evolving utilities sector.
Deutsche Bank's 2025 net profit nearly doubled to €7.1bn, fueled by revenue gains and cost cuts across all divisions, even as German prosecutors launch a money-laundering investigation linked to the lender.
Germany's inflation rate ticked higher at the start of 2025, driven by rising food costs and persistent service price increases, even as energy prices provided some relief.
The Eurozone economy expanded by 1.5% in 2025, outpacing forecasts despite ongoing trade tensions with the US, as a recovery in Germany and robust growth in Spain helped offset a slowdown in France.
Hotchkis & Wiley's value fund outperformed benchmarks in 2025, with FedEx highlighted as a key contributor. The logistics giant's shares rose over 20% in the past year, buoyed by strong domestic package performance, even as the fund remains selective in a top-heavy market.
