Blackstone Inc. is weighing a sale of Interplex's information and communications technology business, with early-stage talks suggesting a valuation exceeding $1 billion, sources familiar with the matter said.
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.
Enova International reports robust revenue and earnings growth for Q4 and full-year 2025, driven by expansion in its consumer and small business lending segments and a significant share repurchase program. While the financial technology lender's machine-learning underwriting and capital returns strategy have rewarded shareholders, analysts point to its elevated debt load and exposure to economic cycles as key areas for investor scrutiny.
Bloom Energy's stock surged after American Electric Power's subsidiary locked in a massive 20-year fuel cell agreement, a move analysts say validates the company's technology for critical infrastructure like AI data centers and signals a pivotal shift in its growth narrative.
Activist investment firm Tsai Capital has taken a stake in QXO, spotlighting the distributor's ambitious plan to consolidate the fragmented building products industry. The move comes as QXO's stock shows strong recent momentum despite longer-term headwinds.
The alternative investment giant reported its strongest annual results in four decades, fueled by a surge in fundraising to $240 billion. Executives pointed to early signs of a reopening in deal activity and IPO markets, setting the stage for increased asset sales in 2026.
IHS Holding Limited, a leading telecom tower operator in emerging markets, is seeing a dramatic reversal in its investment narrative. Long pressured by currency devaluations, the company now stands to benefit from FX tailwinds, operational improvements, and surging data demand, presenting a compelling bull case at a valuation far below peers.
As Ford Motor Company takes a massive charge on its electric vehicle business, a bullish investment thesis is gaining traction, arguing the automaker's strategic shift toward hybrids and profitable segments could unlock long-term value.
Despite a sharp sell-off following its latest earnings report, Microsoft retains Wall Street's strongest buy consensus. Analysts see a potential 40%+ return over the next year, betting that current AI investments will fuel long-term growth even as near-term cloud metrics show signs of moderation.
A detailed investment thesis argues that fintech firm Sezzle Inc., having successfully shifted to a subscription model, presents a compelling opportunity through a specific options strategy that capitalizes on lingering market fears and undervalued long-term volatility.
A deep dive into the bullish investment thesis for Inter & Co (INTR), which argues the integrated financial platform is significantly undervalued compared to regional giant Nubank, with its ambitious growth plan setting the stage for potential upside.
Once known as SMART Global, Penguin Solutions is undergoing a radical transformation into a designer of AI superclusters. With a key investment from SK Telecom, the company aims to prove its specialized engineering can compete in a crowded field.
Shares of Malaysian bottled water leader Spritzer Bhd have jumped nearly 10% in a month, outpacing the broader market. Analysts point to the company's robust return on equity and consistent profit reinvestment as key drivers behind investor confidence and its impressive earnings growth trajectory.
Otis Worldwide Corporation (OTIS) is showing signs of a resilient turnaround, with its core service business and booming modernization orders driving growth despite headwinds in new equipment sales, particularly in China. This analysis delves into the investment thesis gaining traction among some fund managers.
A new national survey reveals a significant majority of American voters believe the rollout of artificial intelligence is happening too rapidly, coupled with profound doubts about federal regulators' capacity to oversee the technology effectively.
Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.
While many SaaS stocks are valued on revenue growth, Paycom Software presents a compelling, counterintuitive investment case. Its secret lies in a unique margin expansion engine powered by its Beti platform, which transforms customer maturity into sustained profitability and deepens client lock-in.
Coca-Cola FEMSA (KOF), the world's largest Coca-Cola bottler, presents a compelling investment case. Despite facing currency headwinds, its dominant position in high-growth Latin American markets, fortress balance sheet, and strategic digital investments suggest significant upside potential for patient investors.
Despite recent stock pressure from its CRM platform migration, Veeva Systems' deep integration in life sciences workflows, robust financials, and expanding AI product suite present a compelling long-term investment case, analysts argue.
Amid market uncertainty, a detailed analysis makes the case for Hormel Foods (HRL) as a resilient, income-generating investment, backed by its 59-year dividend growth streak and iconic brand portfolio.
