Despite a weaker-than-expected volume environment, Norfolk Southern reported in-line cost performance for Q4 and highlighted significant strides in operational safety and efficiency. Executives pointed to a pivotal year of structural change while outlining cost and capital expenditure guidance for 2026.
Fueled by explosive growth in AI infrastructure spending, Nvidia's commanding market position sets the stage for significant potential gains. Analysts project a revenue path that could see its stock reach new heights by the end of the decade.
In a significant policy shift, Chinese authorities have reportedly cleared the AI startup DeepSeek to purchase Nvidia's advanced H200 processors, potentially easing a major hardware bottleneck for its competitive large language model.
After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.
A U.S. lawmaker has alleged that Nvidia Corp (NASDAQ:NVDA) provided technical assistance to Chinese AI startup DeepSeek. Nvidia Technical Support Allegedly Boosted DeepSeek's Efficiency Nvidia helped DeepSeek improve the efficiency of its artificial intelligence models, according to a letter sent to the U.S. Commerce Department by Rep. John Moolenaar (R-Mich.), chair of the House Select Committee on China. The letter, seen by Reuters on Wednesday, says documents obtained by the committee show th
Apis Capital's flagship fund, which surged 55% in 2025, spotlights clinical-stage biotech Celcuity in its latest investor letter, citing the company's novel platform for matching cancer patients with targeted therapies.
Pzena Investment Management's Focused Value Strategy lagged behind its benchmark in Q4 2025, with semiconductor firm Skyworks Solutions cited as a key detractor. The fund's commentary highlights the challenges for value investing in a market dominated by AI and mega-cap stocks.
While the industrial sector has surged ahead of the broader market, not all companies are equally positioned for sustainable growth. We analyze one defense contractor with strong tailwinds and two manufacturers where valuation concerns loom large.
Identifying companies with sustainable growth engines is a perennial challenge for investors. We analyze three firms—Vertiv, Ares Management, and Halozyme Therapeutics—that are expanding their competitive moats and delivering robust revenue growth, offering potential shelter in uncertain times.
The global professional services firm Aon posted a net income of $1.7 billion for the final quarter of 2025, fueled by robust growth in its commercial risk and reinsurance divisions, while full-year revenue climbed 9% to $17.2 billion.
The construction and maintenance services industry delivered a robust third quarter, with several key players exceeding revenue expectations despite economic headwinds. MYR Group and Comfort Systems stood out with strong beats, while the sector overall demonstrated pricing power and steady demand.
While the industrial sector has surged ahead of the broader market, not all companies are positioned to weather an economic downturn. We examine three industrial stocks where valuation and business model concerns suggest investors should proceed with caution.
The German tubing systems specialist is posting robust returns on capital employed, outpacing industry averages and signaling potential for sustained value creation through disciplined reinvestment.
Global markets stumbled on Monday, with Asian shares and U.S. futures declining sharply. The sell-off was led by a significant pullback in South Korean tech stocks amid renewed concerns over an AI sector bubble, while oil prices dropped over $2 per barrel.
Jacobs Solutions prepares to release its fourth-quarter financial results, with analysts projecting moderate revenue growth but watching closely after recent earnings misses and a volatile professional services landscape.
As PJT Partners prepares to release its fourth-quarter results, the market watches to see if the elite advisory firm can continue its run of topping revenue estimates amidst a turbulent period for financial stocks.
A commanding 66% insider ownership at CB Industrial Product Holding Berhad (KLSE:CBIP) aligns management's fortunes directly with shareholders, raising questions about governance and future direction in Malaysia's industrial sector.
In an exclusive interview, Robert F. Kennedy Jr. addresses the state of his relationship with cousin Caroline Kennedy following the death of her daughter, Tatiana Schlossberg, last December. The tragedy unfolds against a backdrop of deep political rifts within America's most storied political dynasty.
Health and Human Services Secretary Robert F. Kennedy Jr. has publicly addressed the deep divisions within America's most storied political family, following the death of his cousin Tatiana Schlossberg and amidst ongoing policy controversies that have placed him at odds with his relatives.
Singapore's Venture Corporation (SGX:V03) has delivered a robust 38% total shareholder return over the past year, buoyed by dividends. However, a closer look reveals declining earnings and revenue, raising questions about the sustainability of its recent market favor and its longer-term trajectory.
