SAP SE's stock plunged to a yearly low following a cautious sector outlook from JPMorgan, which highlighted AI's potential to disrupt traditional SaaS business models, despite the company reporting robust annual earnings.
Asian equities faced broad declines Friday, pressured by renewed investor skepticism over the AI investment boom and a sharp pullback in precious metals. The sell-off unfolded against a backdrop of easing oil prices and persistent geopolitical uncertainties.
Asian equities broadly declined on Friday, taking cues from a volatile U.S. session marked by a historic plunge in Microsoft shares. The sell-off extended to commodities, with oil and precious metals also losing ground.
In its Q4 2025 earnings call, CNX Resources outlined a disciplined capital strategy for 2026, emphasizing operational resilience amid severe weather and providing updates on its deep Utica shale program, RNG initiatives, and hedging posture. Management signaled a focus on long-term infrastructure catalysts rather than chasing volatile spot gas prices.
Celestica's Q4 2025 results shattered guidance, fueled by its Connectivity & Cloud unit. The company announces a massive capital expenditure surge to over $1 billion in 2026, betting big on sustained demand from hyperscalers for AI and networking infrastructure.
Western Digital's fiscal Q2 2026 results showcase robust growth, with revenue climbing 25% year-over-year to $3.0 billion. The company credits accelerating AI adoption for driving demand for its high-capacity nearline hard drives and advanced technologies like HAMR and UltraSMR.
Lumen Technologies pivots decisively toward the enterprise sector, achieving a pioneering AI management certification while divesting its remaining consumer fiber assets to AT&T, signaling a strategic consolidation around business and government services.
NewtekOne (NASDAQ: NEWT) reported robust Q4 and full-year 2025 results, highlighting the third anniversary of its OCC-chartered bank. The financial holding company saw net income rise 16.4% to $80 million, driven by strong deposit growth, successful securitizations, and a focus on serving independent business owners with long-term, 'patient capital' loans.
In a carefully worded statement, Iran's president has extended an olive branch to Washington, proposing renewed negotiations under what he terms 'just conditions'—a move analysts see as both a diplomatic opening and a strategic maneuver.
Iranian President Ebrahim Raisi has extended an olive branch to Washington, proposing renewed negotiations under what he terms "fair and equitable" conditions, signaling a potential shift in tone while core disputes remain unresolved.
South African insurer OUTsurance Group has rewarded long-term investors with a remarkable total shareholder return of 444% over the past five years, significantly outperforming its share price growth, driven by strong earnings and consistent dividends.
Shares of renewable energy producer Clearway Energy have delivered strong long-term gains, but recent trading has been mixed. A deep dive into its valuation reveals a stark contradiction: a discounted cash flow model suggests the stock is significantly undervalued, while its price-to-earnings multiple appears rich compared to a proprietary fair ratio. Investors are left weighing which metric paints the truer picture.
The Swiss-German residential real estate investor is projected to reach breakeven by late 2025, following years of substantial losses, as analysts forecast a sharp pivot to profitability.
A deep dive into Medios AG's shareholder structure shows private companies hold the largest block at 35%, giving them significant influence over the German healthcare services provider, while institutions own 26%.
Acadia Pharmaceuticals faces a setback as European regulators issue a negative opinion on its Rett syndrome therapy trofinetide, casting uncertainty over its EU approval pathway and highlighting the challenges of bringing rare disease treatments to new markets.
Vaxcyte's shares have surged over 38% in three months, reigniting debate on whether the clinical-stage biotech is undervalued or if investors are overlooking significant risks in its unproven pipeline.
While global small- and mid-cap stocks face headwinds, savvy investors are turning to Asia for overlooked opportunities. We examine three fundamentally strong companies with compelling growth trajectories.
A striking similarity between Ethereum's current price action against Bitcoin and the pattern that preceded the last major crypto bull run has analysts suggesting the market may be coiled for a sharp move higher, echoing the momentum associated with the Lunar Year of the Horse.
Chloe Cole, a prominent detransitioner advocate, sees a recent $2 million malpractice settlement in New York as a pivotal precedent, predicting a wave of similar lawsuits from young people who regret gender transition procedures.
Despite a modest rise in annual revenue, Mudajaya Group Berhad (KLSE:MUDAJYA) has seen its share price plummet 65% over five years, leaving long-term investors deep in the red. We examine the disconnect between business performance and market sentiment.
