Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.
MarketAxess Holdings (MKTX), once a high-flying fintech darling, has seen its share price erode by nearly 70% over five years. As the bond trading platform grapples with shifting market dynamics and increased competition, investors are left debating whether the current valuation presents a rare buying opportunity or signals deeper structural challenges.
Goodyear Tire & Rubber is overhauling its Avon Tyres brand and challenging U.S. tariffs in court, strategic moves analysts say are aimed at defending profitability amid cost pressures and competitive markets.
Allegion's stock has climbed over 30% in the past year, raising questions about its current valuation. A deep dive into the numbers reveals a mixed picture, with key metrics pointing in opposite directions.
Fidelity Investments and Broadcom have settled a legal dispute that threatened Fidelity's access to business-critical software, averting a potential operational crisis. The agreement, reached just before a key court hearing, ensures continued service for a Fidelity subsidiary.
Winnebago Industries' stock has been on a rollercoaster, leaving investors questioning if its current price near $46 reflects its true worth. A deep dive into valuation metrics paints a concerning picture, suggesting the shares may be significantly overvalued despite recent momentum in the outdoor recreation sector.
Taiwan Semiconductor Manufacturing Co. (TSMC) has unveiled an aggressive capital expenditure plan for 2026, signaling robust confidence in sustained demand driven by artificial intelligence and high-performance computing, which has spurred a significant rally in its shares and upward revisions from analysts.
Investors who held shares in SouthGobi Resources Ltd. (CVE:SGQ) since 2019 have seen a staggering 486% return, a powerful case study in long-term equity investing despite recent volatility.
While passive index funds track the broader market, selective stock picks can deliver outsized returns. Baidu's (NASDAQ: BIDU) shares have soared 75% in the past year, dramatically outpacing the market. This rally comes despite a significant drop in earnings, shifting investor focus towards the company's long-term strategic bets in artificial intelligence and autonomous driving.
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.
Jumia Technologies' shares have skyrocketed over 244% in the past year, a stunning rally that appears disconnected from its recent financial performance. This surge highlights the complex dynamics of growth investing in emerging markets.
Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.
Investment firm Ashva Capital Management reveals Micron Technology as its largest holding in its latest investor letter, detailing a conviction play on the memory chip giant's long-term trajectory amid AI-driven demand and market volatility.
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.
New home listings in the San Antonio metro area fell sharply in December, the steepest decline among major U.S. cities, as a growing imbalance between sellers and buyers prompts homeowners to stay put.
Investment firm Ashva Capital Management outlines its investment case for The Walt Disney Company in its Q4 2025 letter, highlighting the entertainment giant's enduring value proposition amid near-term market volatility.
Despite a 14% share price decline over the past quarter, Associated British Foods (LON:ABF) demonstrates robust underlying financial health, driven by strong earnings growth and efficient capital reinvestment, suggesting potential for a market correction.
ABB's shares surged 10% following its annual results, with earnings per share exceeding forecasts. Analysts have raised their price target to CHF 60.30 and project accelerated revenue growth ahead of industry peers.
After a prolonged correction, Brent crude oil is showing signs of a potential trend reversal, with a forming double bottom pattern pointing toward a technical target near $95 per barrel. The shift comes amid a tightening physical market and simmering geopolitical risks.
