Specialty metals maker Carpenter Technology posted record Q2 sales and raised its full-year operating income outlook, yet its stock fell sharply. The divergence highlights investor concerns over valuation and the company's heavy dependence on the aerospace cycle, even as demand in the sector remains robust.
Altria Group names CFO Salvatore Mancuso as its incoming CEO, accelerating its smoke-free transition while taking a massive impairment charge on past investments, signaling a sharp strategic reassessment.
LVMH's recent 0.8% single-day gain to €546.9 offers a glimmer of hope after a period of weaker performance, sparking debate among analysts over whether the market is underestimating the luxury conglomerate's long-term resilience and global footprint.
Shares of marketing software firm Zeta Global have tumbled over 10% in a week, sparking debate among investors. While a key valuation model suggests the stock is significantly undervalued, market sentiment remains cautious amid broader tech volatility.
Facing its weakest annual profit in years, Eastman Chemical is doubling down on cost reductions while banking on its molecular recycling technology to fuel a turnaround by 2026, despite a challenging global economic climate.
Netflix shares have tumbled from recent highs amid investor skepticism over a potential $72 billion acquisition. Despite the sell-off, some Wall Street firms are upgrading the stock, citing strong fundamentals and a historically attractive valuation.
Brookfield Renewable (BEPC) reported robust 2025 financial results, deploying a record $8.9 billion in capital. CEO Conor Teskey outlined a pivotal market transition, driven by surging electricity demand from data centers and industrial activity, positioning the company's diversified portfolio of hydro, wind, solar, and storage for accelerated growth.
Brookfield Renewable Partners (BEP) reported robust 2025 financial results, highlighted by record deployment and a strategic pivot to capitalize on surging global electricity demand driven by AI and reindustrialization.
High Tide Inc. reported record quarterly revenue and profitability in its fiscal Q4 2025, fueled by robust Canadian retail growth. The company outlined aggressive store expansion plans and detailed integration efforts for its new German medical cannabis asset, while also signaling cautious optimism regarding potential U.S. market entry.
First Hawaiian Bank reported a solid fourth quarter, driven by net interest margin expansion and loan growth, while outlining a cautious 2026 outlook. Executives highlighted Hawaii's resilient economy and strong credit quality, alongside a new, flexible $250 million share buyback program.
Citi analyst Geoff Meacham raised his price target on Bristol-Myers Squibb (BMY) to $60, citing a more favorable setup for the sector. The move comes as the drugmaker also announces a partnership with Microsoft to leverage AI for earlier lung cancer detection.
While fully autonomous robotic surgeons remain on the horizon, the foundational technology and data ecosystems being built today are setting the stage for a transformative shift. Two industry giants, Intuitive Surgical and Medtronic, offer investors distinct pathways to capitalize on this evolving landscape.
Seaport Research has lowered its price target for Polaris Inc. (PII) following a strong fourth quarter overshadowed by softer-than-expected forward guidance. The firm maintains a Buy rating, citing the company's market share gains and operational improvements amidst ongoing tariff challenges.
TD Securities has turned bullish on Bank of Montreal, upgrading the stock to Buy and raising its price target, citing a more constructive trajectory for the bank's return on equity and its diversified earnings base.
Private equity giant Thoma Bravo is exploring a sale of Imprivata, a key player in healthcare digital identity software, in a deal that could value the company at up to $7 billion, sources tell Reuters.
NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.
SanDisk shares skyrocketed following a blowout Q2 report, with Cantor Fitzgerald arguing the rally has further to run, driven by AI demand and favorable NAND pricing dynamics.
Arabica and robusta coffee futures tumbled this week, pressured by forecasts of beneficial rains in Brazil and a surge in exports from Vietnam. Analysts point to a complex global supply picture as prices retreat from recent highs.
A catastrophic landslide at a major coltan mine in rebel-held eastern Congo has killed hundreds of informal miners, casting a harsh light on the deadly human cost behind the global tech supply chain.
U.S. oil giants ExxonMobil and Chevron hinted at a potential future role in Venezuela's energy revival during earnings calls, emphasizing the need for legal stability and clearer political outcomes before any major commitments. While sanctions ease and new legislation emerges, the path to significant investment remains long and fraught with uncertainty.
