UBS has downgraded steel giant Nucor to Neutral, acknowledging its powerful pricing-driven rally but questioning its near-term upside. The move follows mixed Q4 results, highlighting the complex dynamics between tariffs, contracts, and spot prices in the steel sector.
In a move that resets strained bilateral relations, the U.S. and India announced a preliminary trade agreement. The deal lowers U.S. tariffs on Indian goods and scraps punitive duties linked to Russian oil, though key details on purchase commitments remain unconfirmed.
Despite a year of mixed economic signals, Norfolk Southern announced its customers advanced over 60 major industrial projects in 2025, representing $7.7 billion in new investment for rail-served facilities and underscoring long-term confidence in strategic supply chain corridors.
Baron Discovery Fund's Q4 2025 letter reveals a new position in JFrog Ltd. (FROG), highlighting the software DevOps platform as a long-term growth pick. The fund underperformed its benchmark in the quarter but maintains an optimistic outlook for 2026.
Freshly released court files detail a $3 million investment in Coinbase's 2014 funding round linked to Jeffrey Epstein, adding another layer of complexity to the cryptocurrency industry's early financial history and its ties to controversial figures.
The Walt Disney Company has named Josh D'Amaro, the architect behind its global parks and experiences empire, as its next chief executive. The 27-year company veteran, set to take the helm in March, faces the monumental task of steering the entertainment titan through the streaming era's turbulence and evolving cultural landscape.
The New England utility giant outlines a massive five-year investment plan to modernize its grid, supporting its 26-year dividend growth record and positioning for steady, regulated returns amid a strategic shift away from offshore wind.
A home services entrepreneur's plan to slash personal profits to fund significant pay raises for staff has ignited a fierce debate on Reddit's r/smallbusiness, highlighting the complex calculus between generosity, motivation, and sustainable growth.
Elon Musk touts a new dry electrode technique as a significant advance for lithium-ion battery production, promising lower costs, reduced environmental impact, and greater scalability for Tesla's energy and automotive divisions.
Baron Discovery Fund's latest investor letter spotlights Exact Sciences (EXAS) as a key contributor, buoyed by strong market adoption of its cancer screening tests and favorable industry dynamics, despite the fund's broader quarterly underperformance.
After an 11-year legal battle, trucking giant Werner Enterprises has agreed to an $18 million settlement, resolving claims from roughly 100,000 drivers over alleged wage and hour violations. The deal, pending final court approval, marks a significant chapter in the ongoing debate over driver compensation.
Cognex Corporation (CGNX) shares have shown recent strength, closing at $39.76. While the stock gained 7.7% over the past month, it remains down sharply over three and five-year horizons, presenting investors with a complex valuation puzzle amid shifting industrial automation trends.
As Michael Fiddelke steps into the CEO role, Target confronts mounting pressure to address immigration enforcement controversies and community tensions, challenging his stated focus on retail fundamentals.
Shares of Canadian materials firm 5N Plus surged after securing an $18.1 million U.S. government grant to expand germanium recycling in Utah and announcing a 25% capacity increase for space-grade solar cells at its German subsidiary, AZUR SPACE, by 2026.
Following the completion of its landmark merger with Disney's Hulu + Live TV, sports-focused streamer Fubo reports a combined subscriber base of 6.2 million. The company also announced a new distribution and marketing partnership with ESPN to broaden its market reach.
As Match Group's Q4 2025 earnings call nears, heightened options activity and third-party app data point to a pivotal moment for the dating app giant. Analysts are scrutinizing Tinder's user engagement trends, which could either validate a turnaround narrative or exacerbate concerns over slowing growth and mounting debt.
Shares of energy and industrial distributor DNOW Inc. have rallied sharply, gaining over 16% year-to-date. With the stock closing at $15.56, analysts and investors are divided: does a reported intrinsic value of $17 signal a buying opportunity, or do premium earnings multiples and sector headwinds suggest caution?
Rio Tinto shares have delivered stellar returns over the past year, but a deep dive into valuation metrics suggests the market may still be underestimating the diversified miner's intrinsic value. We analyze the numbers behind the rally.
With major U.S. indices trading at historically high multiples, investors are increasingly looking abroad. The Vanguard Total International Stock ETF (VXUS) offers a diversified, value-oriented path to global growth, contrasting sharply with the concentrated tech exposure of the domestic market.
PayPal Holdings Inc. has announced a sudden leadership change, replacing CEO Alex Chriss with board chair and HP veteran Enrique Lores. The move, effective March 1, follows a period of perceived strategic delays and a disappointing quarterly earnings report that sent shares tumbling.
