Hamilton Lane (HLNE) reported Q4 2025 revenue and earnings that surpassed analyst forecasts, driven by a strategic shift toward higher-fee specialized funds and its evergreen platform. Despite the beat, the stock fell as investors weighed the firm's growth strategy against rising expenses.
The Marzetti Company met revenue expectations in Q4 2025, though earnings slightly missed estimates. Facing soft retail volumes, the specialty food firm is betting on its recent acquisition of Bachan's and core brand innovation to fuel future growth.
As market volatility persists, a clear divergence is emerging: investors are pulling money from Bitcoin ETFs while cautiously adding to Ether and XRP-focused products, signaling a rotation within the digital asset space rather than a broad retreat.
Following its landmark acquisition of Newcrest, global gold mining giant Newmont is undertaking a comprehensive review of its expanded portfolio. The move, aimed at optimizing capital discipline and operational focus, could lead to significant asset divestments as the company positions itself for long-term efficiency in a buoyant gold market.
Annaly Capital Management delivered a strong fourth quarter, surpassing revenue and earnings forecasts. While management touted a diversified approach and a favorable bond market, analysts zeroed in on the sustainability of its growth and looming policy risks during a revealing Q&A session.
Rithm Capital (NYSE: RITM) reported robust 2025 results, fueled by diversification and strategic acquisitions like Paramount's office portfolio. Management highlights record earnings, a $100B+ asset management platform, and a disciplined approach to growth amid a shifting rate environment.
In his inaugural strategic outlook, GSK's new CEO Luke Miels signaled a deliberate shift towards pipeline expansion to navigate the impending patent expiries of key HIV drugs, projecting a moderation in sales growth for 2026.
Choice Hotels International expands its Everhome Suites brand to 27 open hotels across the U.S., marking a key milestone in its focused bet on the midscale extended-stay market. The move underscores the company's asset-light growth strategy but raises questions about execution and capital intensity in a competitive segment.
A significant insider stock sale by Planet Labs director Kristen Robinson follows closely on the heels of a major satellite data contract with Sweden's Armed Forces, casting a spotlight on the company's deepening focus on defense and security markets amidst its ongoing path to profitability.
As Spotify aggressively diversifies beyond music into podcasts, video, and AI-powered features, the market is closely watching whether this content expansion can reignite user growth and justify its valuation amid recent stock pressure.
The National Bank of Canada is expanding its international footprint by helping to establish a new multinational bank dedicated to defense sector financing, signaling a strategic shift beyond its domestic retail and commercial core.
Microsoft unveils its second-generation Maia 200 AI accelerator, deepening hardware independence while expanding AI collaborations with Itron, Richtech Robotics, and Perplexity. As the tech giant's cloud backlog swells—with a significant portion tied to OpenAI—investors are weighing the capital intensity and concentration risks of its all-in AI infrastructure bet against its long-term growth narrative.
Under new leadership, Graphic Packaging launches a comprehensive business review, targeting cost realignment, inventory reduction, and improved capital discipline as it navigates a challenged market and higher-than-expected project costs.
First Majestic Silver Corp. has bolstered its production profile and financial strength through the completed acquisition of Gatos Silver, leading to record silver output, enhanced cash flow, and an announced dividend increase. The deal reshapes the investment thesis for the company as its shares trade near CA$30.
Verizon Communications makes a bold strategic pivot, acquiring Frontier's fiber assets for $20 billion, launching a massive share repurchase, and shifting focus from price wars to customer retention under new leadership.
Aptiv PLC's planned separation of its legacy wiring business is drawing investor attention, with analysts framing the move as a catalyst for a leaner, higher-margin company poised for a valuation re-rating.
General Motors is steering capital back to shareholders with a significant dividend increase and a new buyback program, signaling confidence in its cash flow despite ongoing electric vehicle restructuring. The move places the undervalued automaker firmly on the radar for income investors.
Power management giant Eaton reports robust fourth-quarter results, fueled by surging data center and aerospace demand, while announcing plans to separate its $3 billion Mobility business to sharpen focus on higher-growth electrical and aerospace markets.
As Honeywell International advances its plan to separate its Aerospace unit, analysts see a classic value-unlocking story. Beyond the spin-offs, the conglomerate's significant stake in quantum computing firm Quantinuum adds a layer of high-tech optionality to its steady industrial core.
BigBear.ai's stock fell sharply following the announcement of a major partnership with AD Ports Group's digital arm and a concurrent proposal to potentially double its authorized shares, highlighting investor tension between long-term growth and near-term dilution.
