Alexandria Real Estate Equities slashed its dividend by 45% as structural headwinds in the life science industry, including funding declines and lab space oversupply, pressure tenant revenues and property cash flows.
Oakmark Equity and Income Fund reported strong Q4 2025 results, outperforming its benchmark index. The fund highlighted Alphabet Inc. as its top performer, citing strong earnings and AI leadership.
Marex Group plc shares traded at $38.99 on January 13. A bullish thesis from MOI Global Equity Research notes its P/E ratios and growth driven by organic initiatives and M&A.
Some investors view cryptocurrency as a hedge against inflation and a portfolio diversifier, citing Bitcoin's fixed supply and independence from traditional systems, despite its volatility and uncertain long-term hedging ability.
Enlight Renewable Energy Ltd (ENLT) reported a 46% year-over-year revenue increase and a 33% rise in net profit to $32 million for Q3, prompting management to raise full-year guidance. The stock reached a 52-week high above $40 and is up roughly 125% year to date.
Array Technologies' stock trades at $10 with a forward P/E of 10.99, despite a sharp operational recovery from 2024 losses to 2025 growth, with revenue nearing $1.28B and shipment volumes up 74%.
Miami International Holdings, Inc. (MIAX) stock traded at $41.85 on January 13. The exchange operator reported strong first-half 2025 revenue growth and high EBITDA margins.
A bullish analysis on Brookfield Corporation by Daan | InvestInsights outlines its complex business model, earnings engines, and valuation discount, comparing it to Berkshire Hathaway.
NNN REIT shares traded at $41.62 on January 13. The company has a 36-year dividend growth streak and trades at a 6% yield. Its portfolio features long-term triple net leases with annual rent escalations.
UDR, Inc. trades at a significant discount to peers despite solid operational results, with its stock declining more than others in the apartment REIT sector.
A bearish report on Via Transportation highlights concerns over its revenue model, subsidy dependence, and accounting practices, suggesting significant stock downside.
Goldman Sachs posted a 12% profit rise to $4.62 billion in Q4, with record annual revenue in investment banking, while Morgan Stanley also saw gains from increased dealmaking activity.
A bearish report on SMX details its lack of revenue, shareholder equity decline, and capital structure concerns, contrasting with a previous bullish analysis on Palo Alto Networks.
BigBear.ai Holdings, Inc. (BBAI) shares traded at $6.09 on January 13th, following a period of significant price swings. The company reported a 20-22% year-over-year revenue decline but announced a $250 million acquisition of generative AI platform Ask Sage.
A bullish thesis on VICI Properties Inc. was shared on X.com, noting its portfolio of 93 experiential assets and triple net lease structure. The stock traded at $27.81 on January 13th.