As severe flooding displaces hundreds of thousands in Mozambique, the UN raises alarms over dangerously overcrowded temporary shelters and a critical funding shortfall, warning of heightened risks for vulnerable populations.
The Walt Disney Company has appointed former Morgan Stanley media analyst Benjamin Swinburne to lead its investor relations and corporate strategy divisions, a move seen as strengthening its financial communications amid industry transformation.
Wall Street analysts have updated their price target for Amcor (NYSE: AMCR), prompting a fresh look at the investment case for the global packaging leader. The revision reflects evolving views on the company's strategic positioning and market dynamics.
KeyBanc Capital Markets maintains a Sector Weight rating on Charter Communications, warning of heightened competitive pressures from fiber expansion and potential subscriber losses ahead of the company's Q4 earnings.
Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.
RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
Compass Point initiates coverage on Orchid Island Capital (ORC) with a Neutral rating, citing concerns that the REIT's high dividend payouts could constrain its per-share book value appreciation despite its current undervaluation.
The Hotchkis & Wiley Global Value Fund outperformed its benchmark in Q4 2025, with Alphabet (GOOGL) cited as a key driver. The fund's managers point to attractive valuations in non-U.S. markets and select software plays, even as they flag potential in other AI-centric investments.
LPL Financial reports retaining over 80% of Commonwealth Financial Network's advisor assets, with the staying advisors described as larger, faster-growing teams. Executives express confidence in hitting long-term retention goals as integration continues.
F5, Inc. (FFIV) faced selling pressure following a confirmed cybersecurity incident, as revealed in Hotchkis & Wiley's Q4 2025 investor letter. The fund cited the breach as a key factor in the stock's underperformance, despite the company reporting a 7% year-over-year revenue increase.
A blistering rally in gold and silver came to an abrupt halt Friday, with prices tumbling sharply as market volatility surged and analysts warned the historic run may be entering a precarious phase.
The Eurozone economy expanded by 1.5% in 2025, outpacing forecasts despite ongoing trade tensions with the US, as a recovery in Germany and robust growth in Spain helped offset a slowdown in France.
Pakistan's military says it has killed 41 armed fighters in two separate raids in restive Balochistan province, alleging—without presenting evidence—that the militants were supported by regional rival India. The operations come amid a surge in violence in the region.
In a significant shift, Israeli military officials have privately told journalists that approximately 70,000 Palestinians have been killed in the Gaza war, a figure that largely corroborates the enclave's health ministry data, according to local media reports.
As Nvidia's historic rally sets a high bar, investors are looking for the next wave of AI winners. Micron Technology and Amazon present compelling cases with unique drivers in the booming ecosystem.
As Nike shares face pressure, CNBC's Jim Cramer points to the company's ongoing turnaround and potential in the Chinese market as key catalysts for recovery, despite recent analyst downgrades.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
In a move set to redefine border and cargo operations, U.S. AI specialist BigBear.ai has partnered with Abu Dhabi's Maqta Technologies. The collaboration, unveiled at a major industry forum, aims to develop next-generation AI solutions for government agencies and port operators worldwide, focusing on efficiency and security.
Following the UK Prime Minister's visit to Beijing, China has agreed to slash tariffs on UK-produced whiskies from 10% to 5%, a move welcomed by the industry as a potential catalyst for growth in a key premium market.
