Altria Group names CFO Salvatore Mancuso as its incoming CEO, accelerating its smoke-free transition while taking a massive impairment charge on past investments, signaling a sharp strategic reassessment.
While high-risk tech stocks dominate headlines, Skellerup Holdings (NZSE:SKL) demonstrates how consistent EPS growth, disciplined leadership compensation, and strong insider alignment can build a resilient investment case in uncertain times.
Franklin Resources (BEN) reported robust Q1 2026 results, highlighted by record long-term inflows of $118.6B and AUM reaching $1.68T. CEO Jenny Johnson emphasized strong demand for integrated public-private market solutions and personalized investment strategies amid ongoing market volatility.
U.S. oil giants ExxonMobil and Chevron hinted at a potential future role in Venezuela's energy revival during earnings calls, emphasizing the need for legal stability and clearer political outcomes before any major commitments. While sanctions ease and new legislation emerges, the path to significant investment remains long and fraught with uncertainty.
Wells Fargo updates its long-term valuation for American Electric Power (AEP), raising its price target to $140, as the utility secures a major fuel cell investment and a 20-year power purchase agreement for a new Wyoming facility.
Following a turbulent 2025, Bitwise Chief Investment Officer Matt Hougan anticipates a period of consolidation for Bitcoin, driven by growing institutional adoption and nascent central bank interest, which he believes lays the groundwork for an unprecedented long-term valuation.
A major analyst upgrade, fueled by Nvidia's deepening investment and strategic alignment, projects significant upside for the AI cloud infrastructure leader CoreWeave, despite recent stock volatility.
After a November dip, Texas's upstream oil and gas sector added 2,000 jobs in December, contributing to the state's record-breaking employment figures and underscoring the industry's pivotal role in the Texan economy and tax base.
Siemens AG is doubling down on its digital transformation, channeling investments into battery storage, AI-driven industrial solutions, and data analytics while continuing a substantial share repurchase program. This analysis examines whether these strategic moves can translate into sustainable shareholder value amid a complex financial landscape.
Microsoft shares tumbled 12% as investors questioned the return on its massive AI investments, despite strong cloud growth. The volatility has created a surge in bullish options activity, presenting strategic opportunities for long-term believers.
Despite a recent price target cut from Morgan Stanley, analysts maintain that Oracle's strategic investments in GPU-as-a-Service and its deepening ties with TikTok position it for long-term cloud growth, even as capital expenditures weigh on short-term earnings.
Tractor Supply Company reported fourth-quarter revenue and profit below analyst forecasts, citing a lack of severe winter weather and softer consumer demand for discretionary goods. The rural lifestyle retailer remains focused on long-term strategic investments amid an uncertain economic backdrop.
Credit Acceptance (CACC) posted strong fourth-quarter results, surpassing revenue and profit forecasts. The auto finance firm credits its performance to new digital tools for dealers and strategic investments in AI, aiming to deepen partnerships in a competitive market.
Comcast (CMCSA) edged past profit forecasts in its latest quarter, driven by strong wireless subscriber growth and early signs that its push for simpler broadband pricing is resonating with customers. The media giant now sets its sights on converting promotional users and doubling down on network investments.
While robust cash generation is a hallmark of a healthy business, it doesn't automatically translate to a sound investment. We examine three companies with strong free cash flow margins where valuation and strategic concerns give investors pause.
Pharmaceutical giant Eli Lilly announces a massive $3.5 billion investment in a new Pennsylvania manufacturing facility, aiming to scale up production of its blockbuster weight-loss therapies like retatrutide amid soaring global demand.
Valley National Bancorp (VLY) reported fourth-quarter revenue and profit that topped Wall Street forecasts, driven by robust core deposit growth and disciplined balance sheet management. The regional bank's leadership pointed to strategic tech investments and commercial loan demand as key pillars for its 2025 outlook.
As Silver Storm Mining prepares to take the stage at the Vancouver Resource Investment Conference, investors are weighing its staggering 174% three-month surge against a premium valuation and no revenue. The spotlight is on CEO Gregory McKenzie to convince the market the story is worth the price.
Honeywell International posts a robust Q4 with record orders and backlog, while announcing an accelerated timeline to spin off its core Aerospace business as a standalone public company by late 2026, a move set to redefine its investment profile.
ARK Invest's Cathie Wood made a significant $26 million investment in Broadcom stock last week, highlighting a strategic pivot towards AI infrastructure amid portfolio reshuffling. The move follows Broadcom's blockbuster earnings and comes as Wall Street maintains a bullish outlook on the chipmaker.
