AGL Energy investors have faced a challenging 12 months, with total shareholder returns falling significantly behind the ASX's gains. While long-term holders have seen modest growth, recent performance raises questions about the energy giant's transition strategy and market positioning.
Mortgage insurer Enact Holdings reported mixed fourth-quarter results for 2025, with revenue growth of 1.2% missing Wall Street estimates while adjusted earnings per share of $1.23 surpassed forecasts by nearly 12%.
Capital Southwest (CSWC) reported robust third-quarter earnings, declared dividends, and announced a new private credit joint venture. With shares up significantly over the past year, investors are questioning whether the current valuation still offers value.
Gerdau's fair value estimate sees a modest upward revision, driven by fine-tuning of financial model inputs rather than a fundamental shift in the company's outlook. We examine the implications for the steel giant's investment narrative.
AngloGold Ashanti has finalized its takeover of Augusta Gold Corp., securing the construction-ready Reward project in Nevada. The move strengthens the miner's North American presence and aligns with its broader strategy of extending mine life at core assets and boosting output at key sites like Obuasi, as it aims to build a more consistent production pipeline.
Alector (ALEC) faces a complex investor landscape following its removal from a key index and a mixed analyst update that raises its price target while maintaining a cautious rating, as the biotech firm grapples with significant projected revenue declines.
A new $12 billion federal initiative aims to secure U.S. access to critical minerals, with three industrial giants positioned as early beneficiaries in a move to counter China's market dominance.
Financial technology firm Jack Henry & Associates (JKHY) reported stronger-than-anticipated fourth-quarter revenue and profit, driven by steady demand for its core banking and processing solutions. The results underscore the company's resilience amid evolving digital demands in the financial sector.
Recent analyst updates for thermal processing specialist Bodycote reflect subtle recalculations of risk and growth, supporting a maintained price target. The consensus suggests a story of calibration rather than revolution for the FTSE 250 firm.
From Michael Jordan's rookie card to the iconic Charizard, high-value collectibles are facing an unprecedented wave of sophisticated forgeries. As the market booms, fraudsters are cashing in, prompting warnings from industry leaders and federal crackdowns.
Raymond James adds Crown Castle to its favorites list as the infrastructure REIT pivots to a pure-play tower model by 2026, drawing analyst support despite challenges from DISH Wireless defaults and a leveraged balance sheet.
Amazon faces a pivotal week, agreeing to a major consumer settlement, announcing AI-linked workforce reductions, and exploring a landmark investment in OpenAI—a trio of moves that could redefine its operational and strategic trajectory.
Walmart's market capitalization surged past $1 trillion on Tuesday, propelled by strategic tech investments and its resilience amid economic uncertainty, marking a historic milestone for the retail industry.
Landscaping giant BrightView (NYSE:BV) reported quarterly sales that topped analyst expectations, though a per-share loss and margin pressures highlight ongoing challenges for the industrial services firm.
In a significant move to diversify critical mineral supply chains and counter Chinese dominance, a U.S.-backed consortium has acquired a major stake in key Congolese copper-cobalt mines, valuing the venture at $9 billion.
Powell Industries reported mixed Q4 CY2025 results, with revenue of $251.2 million missing analyst forecasts despite a 4% year-over-year increase. However, the electrical systems manufacturer delivered a significant earnings beat, with GAAP EPS of $3.40 surpassing estimates by 16.6%, buoyed by robust order activity and operational efficiency.
Super Micro Computer has significantly raised its full-year revenue outlook, fueled by unrelenting demand for its AI-optimized servers as enterprises worldwide scramble to expand data center capacity. The announcement sent its shares climbing in after-hours trading.
Chipmaker Advanced Micro Devices posts record quarterly revenue, fueled by robust demand for its data center and PC processors, and provides guidance above Wall Street forecasts despite a broader market selloff.
Bermuda-based reinsurer RenaissanceRe (NYSE:RNR) reported fourth-quarter revenue and profit that exceeded analyst forecasts, driven by significant growth in its core underwriting business.
Voya Financial's fourth-quarter revenue surged past Wall Street forecasts, though earnings per share fell short of expectations, sending shares lower and highlighting ongoing challenges in its growth trajectory.
