Bell Financial Group's decision to move its share registry services away from Computershare deals a blow to the ASX-listed services provider, highlighting intensifying competition in the corporate registry market and raising questions about client retention.
Thyssenkrupp AG's stock has skyrocketed over the past year, leaving investors to grapple with a critical question: does the German industrial giant still offer value, or is it now overhyped? We delve into the valuation metrics, market context, and expert perspectives to separate signal from noise.
LPL Financial Holdings Inc. (LPLA) reported robust fourth-quarter results, reaching a milestone $2.4 trillion in advisory and brokerage assets. Adjusted earnings per share grew 23%, driven by strategic execution and the integration of Commonwealth Financial.
AppFolio Inc. reported a 22% year-over-year revenue surge in its fourth quarter, driven by AI innovation and premium product adoption, while navigating industry-wide cost pressures. The company also issued optimistic guidance for 2026.
Amidst market volatility, a select group of Asian companies with significant insider ownership are drawing investor attention, signaling strong internal belief in their long-term growth trajectories.
Becton Dickinson announces a major spin-off of its Biosciences unit to combine with Waters Corporation, alongside a successful pilot to recycle polystyrene labware, signaling a dual push towards portfolio focus and sustainability.
Commonwealth Bank of Australia has partnered with Mastercard to conduct the nation's first pilot of authenticated 'agentic' payments, a move that could redefine how transactions are initiated and managed by artificial intelligence.
Defense contractor L3Harris Technologies capped off a record 2025 with surging orders and a strategic pivot, announcing plans to take its high-growth Missile Solutions unit public in 2026 while securing a novel $1 billion investment from the Department of War to accelerate production.
Allegro MicroSystems, Inc. (NASDAQ: ALGM) surged nearly 10% to a two-year peak after reporting a profitable third quarter and raising its sales forecast, fueled by robust demand in automotive and industrial sectors.
Tesla shares face pressure following mixed quarterly results, as surging software subscriptions and ambitious Robotaxi plans clash with declining automotive revenue and soaring capital expenditures.
Shares of Applied Optoelectronics (AAOI) retreated sharply Thursday, shedding 12.5% as a wave of profit-taking followed the stock's surge to its highest level in nearly eight years. The pullback comes despite analyst optimism around the company's role in powering AI data centers.
Asian equities faced broad declines Friday, pressured by renewed investor skepticism over the AI investment boom and a sharp pullback in precious metals. The sell-off unfolded against a backdrop of easing oil prices and persistent geopolitical uncertainties.
Shares of warehouse automation leader Symbotic tumbled sharply ahead of its Q2 2026 earnings report, as investors grapple with insider selling activity and questions over its premium valuation. The upcoming guidance on revenue growth and margins is seen as a critical test for the stock's near-term direction.
Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.
Celestica's Q4 2025 results shattered guidance, fueled by its Connectivity & Cloud unit. The company announces a massive capital expenditure surge to over $1 billion in 2026, betting big on sustained demand from hyperscalers for AI and networking infrastructure.
Fortive Corporation's shares have retreated over 5% in the past month, prompting investors to re-examine the industrial technology conglomerate's fundamentals. With a renewed focus on its recurring revenue streams and a fair value estimate suggesting upside, analysts are divided on whether the pullback presents a buying opportunity or reflects deeper sector headwinds.
Calix reports historic 2025 financial results, surpassing $1 billion in annual revenue, while outlining its strategic pivot to a third-generation 'Agent Workforce' platform and capitalizing on a projected multi-billion dollar BEAD program opportunity.
Brookfield Infrastructure Partners capped a strong 2025 with double-digit FFO growth, a record capital recycling program, and a raised distribution. Management highlighted a massive, disciplined expansion in data infrastructure to meet AI-driven demand, forecasting a return to 10%+ growth targets.
The alternative investment giant reported its strongest annual results in four decades, fueled by a surge in fundraising to $240 billion. Executives pointed to early signs of a reopening in deal activity and IPO markets, setting the stage for increased asset sales in 2026.
Axis Capital (AXS) reported robust 2025 results, marked by record premiums and its best underwriting performance in over a decade. While outlining a confident growth trajectory, executives struck a cautious note on cyber insurance and reinsurance headwinds for the coming year.
