Tesla's aggressive push into large-scale, U.S.-based solar module manufacturing is reshaping the competitive landscape, prompting analysts to reassess the outlook for established players like First Solar and sending ripples through the utility-scale project market.
A deep-dive valuation analysis suggests Cochlear Limited's current market price may be stretched. Using a discounted cash flow model, we find a significant gap between the calculated fair value and the trading price, raising questions for investors.
In a landmark deal set for 2027, Sony's iconic TV and audio business will be operated under a new joint venture majority-controlled and manufactured by TCL, signaling a major realignment in the global television market.
CNBC's Jim Cramer describes NVIDIA's current trading pattern as a temporary 'breather,' suggesting the chipmaker's stock is poised for a potential rebound despite recent consolidation.
Financial technology firm Pagaya Technologies Ltd. (PGY) is trading at a significant discount to peers despite posting record Q3 results and demonstrating robust operational execution. Analysts highlight its AI-driven B2B2C model, diversified funding, and accelerating multi-product adoption as key growth drivers.
Ciena (CIEN) is drawing renewed investor scrutiny following significant contract wins with Telekom Srbija and Trans Pacific Networks, coupled with anticipated showcases at the upcoming Mobile World Congress. This comes as the stock rides a wave of strong momentum, raising critical questions about whether its current price fully reflects future growth prospects in the high-capacity networking arena.
A massive capital infusion for Alphabet's Waymo accelerates its autonomous ride-hailing expansion, sharpening the focus on Tesla's premium stock price and its yet-to-materialize self-driving ambitions.
Nvidia deepens its strategic partnership with AI cloud provider CoreWeave through a massive $2 billion investment, aiming to accelerate global data center build-out. The move comes as CoreWeave faces mounting investor lawsuits questioning its operational disclosures and financial projections, casting a shadow over its rapid ascent.
Super Micro Computer's explosive quarterly revenue, fueled by AI infrastructure demand, has reignited investor enthusiasm. However, a closer look reveals significant vulnerabilities, including extreme customer concentration and eroding margins, that could threaten its long-term trajectory.
As climate shocks, cyberattacks, and geopolitical tensions expose the fragility of lean global networks, a new class of foundational technology is enabling a fundamental shift from efficiency to engineered resilience.
U.S. dealers for Stellantis report improved relations and strategy under CEO Antonio Filosa, citing revived V8 engines, a $13B investment pledge, and plans to reopen an Illinois plant. Yet, questions persist over the long-term fate of the conglomerate's 14-brand portfolio.
Veralto (VLTO) reported Q4 revenue slightly below expectations, though profit beat estimates. The water technology firm's 2026 guidance reflects a prudent stance amid macroeconomic uncertainty and costs tied to recent acquisitions.
CNBC's Jim Cramer acknowledged Moderna's strong January performance but expressed caution, noting the company faces years of unprofitability and highlighting other pharmaceutical and biotech stocks he finds more attractive for investment.
The CEO of derivatives giant CME Group has revealed the exchange is actively exploring the creation of its own digital asset, a significant step in the institutional adoption of blockchain technology for collateral and settlement.
A proposed acquisition of eye-lens maker STAAR Surgical by Alcon faces fierce resistance from major investors, who argue the company is being sold at a cyclical low. The clash has forced deal amendments and delays, setting the stage for a potential proxy fight or higher bid.
As Tesla's stock navigates volatile valuations, a growing chorus of investors is betting the company's future lies not just in electric vehicles, but in its emerging high-margin businesses and a pipeline of ambitious projects set to redefine its revenue base by the end of the decade.
Ford Motor Co. is in preliminary discussions with China's Geely Auto to potentially utilize the American automaker's underused factory capacity in Spain, a move that could help Geely circumvent recent EU tariffs on Chinese electric vehicles while improving Ford's European cost efficiency.
Reports of a stalled mega-investment sent Nvidia shares tumbling, but both CEOs have publicly reaffirmed their commitment. Behind the scenes, OpenAI's search for alternative AI chips reveals the complex dynamics shaping the industry's future.
Confluent, Inc. (NASDAQ: CFLT) is demonstrating robust growth and improving profitability, driven by strong demand for its core data streaming platform and effective execution of its go-to-market strategy. Recent quarterly results exceeded expectations, highlighting the company's resilience and competitive edge.
Boston Scientific reported robust Q4 and full-year 2025 results, with organic sales growth reaching the high end of guidance. The company provided a confident outlook for 2026, driven by strength in its Electrophysiology and WATCHMAN franchises, while addressing near-term headwinds in other segments.
