While Broadcom rides a massive wave of AI demand, investor concerns over shrinking profitability have triggered a significant pullback in its shares, presenting a classic growth-versus-margin dilemma.
As AMD prepares to release its fourth-quarter results, the chipmaker finds itself at a critical juncture, balancing Wall Street's anxiety over AI infrastructure costs against its aggressive push to challenge Nvidia's dominance with new data center and PC products.
Bernstein analyst lifts ASML's price target to $1,911, citing a buying opportunity after recent pullback. The chip equipment giant's record Q4 orders and updated guidance signal confidence in the AI-driven semiconductor upcycle.
As Palantir Technologies (PLTR) prepares to report Q4 2025 results, a wave of bullish analyst upgrades points to surging commercial demand for its AI platform, driving a debate over its valuation and long-term potential.
Despite recent sharp declines triggered by Fed nomination news, JPMorgan analysts reaffirm a bullish $6,300 per ounce gold target for 2026, citing resilient demand from central banks and investors.
A sharp post-holiday inventory drawdown is reshaping freight dynamics, with falling ocean container rates foreshadowing tighter truck capacity, higher rejection rates, and rising costs for shippers in the months ahead.
As cargo theft evolves from petty crime to sophisticated, high-value scams, logistics firms like Echo Global Logistics are deploying advanced AI and human vigilance in a high-stakes battle for security. Senior VP Jeff Starr details the new frontline in freight fraud.
Terex Corporation shares gained over 4% following the finalization of its merger with REV Group, creating a diversified specialty equipment giant. The deal is projected to yield $75 million in annual synergies by 2028.
Shares of Werner Enterprises (WERN) surged 6% following the announcement of its acquisition of FirstFleet, a move that significantly bolsters its dedicated transportation division and market position.
WK Kellogg Co. names former Ferrero executive Jean-Baptiste Santoul as Chief Operating Officer, signaling a strategic shift following its $3.1 billion acquisition by the global confectionery giant.
Franklin Templeton has launched the Templeton Emerging Markets Debt ETF (TEMD), aiming to give investors targeted exposure to both hard and local currency debt from developing economies, capitalizing on the asset class's recent strong performance.
Former President Donald Trump's recent comments advocating for higher housing prices have ignited debate, as experts warn such a stance could deepen the affordability crisis for younger generations and renters.
A discounted cash flow valuation of GrainCorp Limited suggests its current share price may not fully reflect its future cash generation potential, indicating a possible opportunity for investors.
The narrative around Chinese electric vehicles is undergoing a fundamental shift. Once known primarily for affordability, leading Chinese automakers are now challenging incumbents with rapidly improving quality, technology, and reliability, forcing a global industry recalibration.
PLS Group (ASX:PLS) receives significant forecast upgrades from analysts, with revenue projections for 2026 raised to AU$1.6b and the company expected to return to profitability this year.
Abbott Laboratories moves to acquire cancer-testing leader Exact Sciences in a landmark deal, signaling a strategic shift toward high-growth diagnostics while simultaneously restructuring its challenged Nutrition business.
London's blue-chip index surged to a historic high as investors rotated into defensive sectors, shrugging off a brutal sell-off in precious metals and oil triggered by geopolitical shifts and regulatory moves.
Sugar futures extended their sharp decline this week, with London white sugar hitting a five-year low, as robust harvests from Brazil and India signal a prolonged period of ample global supplies.
Morgan Stanley's top strategist argues that recent U.S. trade shifts have prompted nations worldwide to reassess and leverage their own economic strengths, creating a multi-year investment opportunity in a more multipolar global order.
CNBC's Jim Cramer expressed reservations about aviation services provider AAR Corp., highlighting its 15% gross yield as a potential red flag for investors during a recent market analysis segment.
