New unemployment filings in Maryland fell significantly last week, offering a spot of positive news for the state's labor market as national claims also edged lower.
American Express reported record full-year revenues of $72 billion for 2025, driven by robust card member spending and a strategic shift towards premium products. The company forecasts continued momentum for 2026, targeting 9-10% revenue growth and a significant dividend hike, while navigating a competitive landscape and macroeconomic uncertainties.
Despite a staggering 425% surge in earnings per share over the past year, shareholders of Grid Dynamics Holdings (NASDAQ: GDYN) have watched the stock price plummet 64%. This disconnect between robust financial performance and market valuation highlights the complex forces driving investor sentiment beyond the fundamentals.
Despite reporting strong quarterly earnings, Microsoft shares suffered one of their worst single-day drops in history as investors balked at soaring capital expenditures for AI infrastructure and signs of slowing growth in its Azure cloud division.
Financial Institutions Inc. (FISI) reported solid Q4 and full-year 2025 results, with net income reaching $73.4 million. The community bank, leveraging its deep roots in Upstate New York, is positioning for further growth in 2026, buoyed by major local investments like Micron's semiconductor project.
The global professional services firm reported sustained organic revenue growth and margin expansion for 2025, backed by its '3x3' strategic plan and technology investments. Leadership provided an upbeat outlook for 2026, targeting continued mid-single-digit growth and further profitability gains.
SoFi Technologies capped off a transformative 2025 with its first billion-dollar revenue quarter, fueled by explosive member growth and a strategic pivot toward fee-based services. As the digital finance leader sets ambitious targets for 2026, analysts are weighing its 'one-stop-shop' model against an evolving economic landscape.
Allegro MicroSystems (ALGM) has restructured its credit facilities, securing $285 million in new term loans maturing in 2030. The move provides the semiconductor firm with fresh capital for corporate initiatives as it navigates a capital-intensive sector while maintaining a premium market valuation.
Minerals 260 (ASX:MI6) has significantly upgraded the resource estimate at its flagship Bullabulling gold project to 4.5 million ounces, sparking renewed investor interest. Despite recent share price volatility, the long-term outlook appears buoyed by upcoming study milestones and a substantial intrinsic value gap, raising questions about whether the market is undervaluing its potential.
Chemed Corporation (NYSE: CHE) has seen its share price soften recently, reigniting investor debate over whether the healthcare services provider is now undervalued. With the stock trading around $430, a significant gap exists against some fair value estimates, even as operational challenges in its VITAS and Roto-Rooter segments loom.
United Natural Foods, Inc. launches a landmark grant program across all 50 U.S. states and Canada to celebrate its 50th year, even as its stock performance presents a mixed picture for value-focused investors.
A revised price target for Invesco Mortgage Capital (IVR) is prompting investors to reassess the mortgage REIT's trajectory amid evolving interest rate expectations and housing market dynamics.
Ahead of its February 26 earnings report, Medical Properties Trust (NYSE: MPW) is witnessing a notable spike in options activity, with call volume soaring to roughly five times its usual level. This surge in speculative interest comes as the healthcare REIT's shares hover around $5.05, showing recent momentum but still grappling with a challenging multi-year performance. Analysts are divided on whether the stock's current price reflects lingering past troubles or is beginning to price in a potential recovery narrative.
Discount retailer Five Below is under investigation by law firm Johnson Fistel following declining sales, lowered guidance, and the sudden departure of its CEO. The legal scrutiny comes as the stock shows sharp volatility—up nearly 96% over the past year but down year-to-date—raising questions about its valuation and growth narrative.
The global professional services firm reported 6% organic revenue growth for the second consecutive year, fueled by its Aon United strategy and strategic acquisitions like NFP. With $7 billion in available capital, Aon is poised to accelerate investments in high-growth areas, notably the burgeoning data center and alternative capital markets.
Quarterhill Inc. (TSE:QTRH) shareholders have endured a punishing five-year period, with the stock's value plummeting nearly 70%. Despite modest revenue growth, the market's verdict has been harsh, raising questions about the company's path to profitability and the perils of long-term bets in turbulent sectors.
President Donald Trump's nomination of Kevin Warsh to lead the Federal Reserve sets the stage for a potential pivot in U.S. monetary policy, placing a seasoned yet controversial figure with deep Wall Street ties at the helm.
Charter Communications reported mixed Q4 2025 results, with continued broadband subscriber pressure offset by strong mobile growth and improved video trends. CEO Chris Winfrey outlined a strategy centered on 'guaranteed' connectivity, savings, and leveraging its converged network to win in a fiercely competitive market, while CFO Jessica Fischer signaled a shift towards a more conservative balance sheet.
Bank of America has increased its price target for industrial packaging firm Greif (GEF) by $1 to $75, while reiterating a Neutral rating. The adjustment follows the bank's broader reassessment of the packaging sector after recent quarterly earnings calls.
Analysts at Truist reaffirm their Buy rating on DLocal (DLO), raising their price target to $17 ahead of the fintech firm's Q4 2025 earnings. While expecting solid results, they flag challenging year-over-year volume comparisons that may cap upside surprises.
