Despite a flat start to 2026, Nvidia's valuation appears compelling as new forecasts project global AI spending to surge past $3.3 trillion by 2027, suggesting the chipmaker's growth story is far from over.
Stifel Nicolaus lowered its price target on Altria Group (MO) by $4 to $68, citing higher-than-expected operating costs. Despite near-term headwinds, the firm reaffirmed its Buy rating, pointing to the tobacco giant's resilient dividend profile and long-term earnings guidance.
As Amdocs prepares to report its quarterly earnings, investors are weighing its growth trajectory against a backdrop of mixed sector performance and heightened scrutiny on profitability.
The 179-year-old tobacco giant Philip Morris International is closing its Richmond, Virginia office, eliminating 135 positions, as it aggressively restructures around its smoke-free product portfolio, led by the ZYN nicotine pouch brand.
Altria Group (MO) posted stronger-than-expected Q4 revenue, driven by its core tobacco brands and oral nicotine products, but saw its shares fall as profit margins contracted sharply. The company is betting on a national rollout of its ON! Plus pouches and manufacturing upgrades to fuel its smoke-free future.
Altria Group reported adjusted earnings growth and robust shareholder returns for 2025, even as it grapples with a rapidly transforming nicotine market dominated by illicit flavored vapes and intense competition in oral tobacco.
Tesla's stock dipped amid reports of potential Ford-Xiaomi joint venture talks, highlighting growing competitive pressures from Chinese EV makers and the complex geopolitical landscape shaping the auto industry's future.
Reports of discussions between Ford Motor Company and Chinese tech giant Xiaomi over a potential electric vehicle partnership have ignited industry speculation, despite both firms denying any imminent deal. The talks underscore the complex interplay of technology, geopolitics, and market access shaping the global EV race.
A new Penn State report uncovers that soaring iGaming revenues in Pennsylvania are driven disproportionately by a minority of big spenders, raising questions about industry sustainability and consumer protection.
Tesla's sales decline in Europe continues despite new lower-cost models, while industry buzz swirls around a hotly denied report of potential Ford-Xiaomi collaboration. Meanwhile, U.S. dealers show surprising pragmatism toward the EV transition.
Podcaster Joe Rogan and Senator Bernie Sanders dissect the stark decline of Detroit's auto industry on a recent episode, highlighting abandoned factories, job offshoring, and a city where homes can sell for pennies. The conversation underscores the human cost of deindustrialization and the fierce global competition now facing American automakers.
FreightTech innovator GenLogs has closed a $60 million Series B round led by Battery Ventures. The startup, founded by a former CIA officer, leverages a vast sensor network and AI to bring unprecedented visibility and security to the fragmented trucking industry.
Barclays initiates coverage of 4D Molecular Therapeutics with an Overweight rating and a $33 price target, citing a favorable industry backdrop with potential M&A tailwinds and shifting focus away from drug pricing pressures. The gene therapy developer also outlined key clinical milestones expected through 2026.
Despite a steep share price decline, UiPath is carving out a dominant position in the burgeoning 'agentic AI' market, which promises to automate complex workflows. Strong customer loyalty and improving profitability suggest the automation software provider may be undervalued ahead of a projected industry explosion.
Needham raises Nova Ltd. (NVMI) to Buy with a $500 price target, citing improving industry conditions and the company's strategic position in China's memory market. The upgrade follows a similar bullish move by Bank of America earlier in January.
Despite a recent 4.7% stock decline, Edwards Lifesciences (NYSE: EW) boasts a robust 13% Return on Equity, outperforming its industry. Yet, its modest 4.6% five-year growth rate raises questions about future potential and market valuation.
The investment giant Vanguard has cut management fees on 53 of its mutual funds and ETFs, a move projected to save investors nearly $250 million in 2026 and marking the latest salvo in an industry-wide race to lower costs for everyday savers.
In a move that deepens its cost leadership, Vanguard has reduced expense ratios on dozens of funds, marking the second major round of cuts under CEO Salim Ramji and highlighting the intense pressure on fees in the asset management industry.
Facing stiff competition from synthetic fibers, the cotton industry's leading research and promotion body has created a chief marketing officer role and merged its marketing teams to drive demand across the entire supply chain.
With pharmaceutical companies increasingly deploying AI in direct-to-consumer platforms, the regulatory landscape remains fragmented. In the absence of comprehensive federal action, states are stepping in with disparate laws to address privacy and safety concerns, creating a complex compliance challenge for the industry.
