The Malaysian marine construction firm Benalec Holdings Berhad is showing early signs of a financial turnaround, with its key profitability metric moving into positive territory after years of losses. While its return on capital remains modest, the trend suggests improved capital allocation.
Lumentum Holdings Inc. has transformed from a consumer electronics supplier into a key player in AI infrastructure, driving a V-shaped recovery. While surging demand for high-speed optical modules paints a bullish picture, its premium valuation demands scrutiny.
Bridgestone Corporation's shares have delivered a robust 33% total return to shareholders over the past year, outpacing its recent short-term volatility. This performance prompts a closer look at whether the tire giant's current valuation still offers room for growth or if the market has already priced in its future prospects.
NVR's shares have climbed to over $7,700, buoyed by recent gains. Yet, this short-term momentum sits alongside a flat one-year return, raising questions about whether the homebuilder's premium valuation is justified in the face of a cooling housing market.
Singapore Airlines (SGX:C6L) is demonstrating a disciplined approach to capital allocation, with a notable uptick in its return on capital employed (ROCE). While its current 6.3% return lags behind the broader airline industry average, the trend signals a potential turning point for the carrier as it seeks to solidify its post-pandemic recovery and build sustainable long-term value for shareholders.
Vertiv Holdings Co launches 'Next Predict,' an AI-driven managed service aimed at enhancing data center reliability and operational resilience, directly targeting the demands of modern AI workloads and liquid cooling adoption.
The swearing-in of Rep. Christian Menefee (D-Texas) on Monday tightens the House margin to 218-214, leaving Speaker Mike Johnson with virtually no room for error on key votes, starting with this week's critical government funding bill.
As AI agents flock to a dedicated social platform, creating their own cultures and discussing independence, tech billionaire Bryan Johnson warns of unforeseen consequences, comparing the phenomenon to a mirror of humanity's own impulses.
Facing rising churn and fierce competition, Verizon's new leadership is pivoting from unpopular price hikes to a customer-centric strategy, leveraging AI and convergence to rebuild trust and retain subscribers.
Personal finance expert Dave Ramsey joins critics in dismissing the concept of a 50-year home loan, arguing it offers minimal monthly savings while drastically increasing long-term costs and risks for homeowners.
Amidst a volatile market, MSC Industrial Direct (NYSE: MSM) presents a compelling case for value investors. With a legacy dating back to 1941 and a strategic foothold in the critical MRO sector, the company's disciplined capital allocation and resilient cash flows suggest underlying strength often missed by the broader market.
Amid market volatility, a deep dive into Broadridge Financial Solutions (BR) reveals a compelling investment case built on its near-monopoly in critical back-office functions, predictable cash flows, and defensive characteristics.
With interest rate cuts on the horizon, America's largest homebuilder, D.R. Horton, is positioned to capitalize on pent-up demand from millennials and a potential housing market recovery, presenting a compelling value case for patient investors.
Argan, Inc., a specialized engineering and construction firm, is drawing investor attention with its robust financial performance, zero-debt balance sheet, and strategic positioning in the evolving energy sector. Despite a premium valuation, its record backlog and cash-generating prowess present a compelling bull case.
Despite a sharp selloff following strong quarterly results, Zscaler's fundamental growth engine—fueled by its Z-Flex platform shift and AI security demand—appears stronger than ever, presenting a potential disconnect for long-term investors.
Premier Investments (ASX:PMV) faces investor scrutiny as its return on capital employed (ROCE) remains stagnant while its capital base shrinks, raising questions about its long-term compounding potential.
Former President Bill Clinton and former Secretary of State Hillary Clinton have reversed course and agreed to provide testimony to the House Oversight Committee's investigation into Jeffrey Epstein, following the panel's move to hold them in contempt.
As AI infrastructure scales, reliability becomes paramount. Credo Technology Group, once a niche connectivity player, is now seeing explosive growth as its solutions become critical to preventing costly failures in hyperscale data centers. With revenue soaring over 270% and margins expanding, the debate is whether Credo is a cyclical beneficiary or the foundational 'toll road' of modern AI computing.
Former President Bill Clinton and former Secretary of State Hillary Clinton have agreed to provide depositions to the House Oversight Committee, in a last-minute move to avert a congressional contempt vote scheduled for this week.
An analysis of the bullish investment case for DaVita Inc. highlights its entrenched market position and cash flow discipline, while underscoring the significant regulatory and leverage risks inherent in the kidney care sector.
