Trump’s Nomination of Kennedy to Lead HHS a Potential Industry Headwind
If Kennedy is confirmed, we may lower our US vaccine sales estimates, although we don’t think reductions would be ...
Is It Time to Diversify Beyond US Large-Cap Growth Stocks?
Fear has left the building. Here’s what that could spell for investors. The market is melting. Since the election, nearly ...
US Banks Election Impact: Tailwinds From Softer Regulation, More M&A, and Steepening Yield Curve
We believe potential tailwinds have largely been incorporated into share prices and view the banking sector as fairly valued ...
Pinterest Is Building Out a Differentiated Platform in a Crowded Digital Advertising Market
We view Pinterest as a differentiated player that has carved out a niche in a crowded digital advertising market. While the firm’s user count remains markedly below its larger social media peer Meta, ...
Morningstar10h
Positive Start for Xiaomi's Electric Vehicle Business
Investors in Xiaomi will be hoping the company can leverage its proven ability to manufacture and market good value-for-money smartphone hardware into a sticky software ecosystem that will allow the ...
Google may face demand to spin off Chrome in antitrust case. But will it actually happen?
Alphabet Inc.'s Google is headed into an uncertain year, as regulators reportedly want a federal judge to force the company to sell off Chrome. But nothing is certain about this antitrust case.
Tenable Remains Well-Positioned in the Vulnerability Management Space
Tenable has invested heavily in research and sales, and made several acquisitions in recent years to expand its portfolio, resulting in negative operating profitability. Looking ahead, we expect ...
M&A should get a boost from Trump's election - but most deals are doomed to fail
The implications for stock investors are clear. You should not succumb to the hype and exuberance that typically accompanies M&A waves, in which both corporate America and the financial media are ...
Morningstar10h
Smartsheet Is Set to Be Acquired in a Go-Private Deal at $56.50 per Share
Smartsheet is a leading provider of collaborative work management, or CWM, SaaS solutions. The emerging SaaS niche aims to improve the efficiency and productivity of project and process management by ...
Climate change won't fix itself, so here are 3 easy steps to 'green' your money
The crisis she was focused on - primarily through her popular Instagram account WeBravelyGo, but also on other social-media channels - was climate change, and what realistic things regular people can ...
Here are 4 biotech stocks that could get a boost from a more open FDA regulatory climate
Biotech-stock investing has one tough test for success - and it's about to get easier ...
Vistra Positioned to Benefit From Electricity Demand Growth
After splitting off in 2016 out of the Energy Future Holdings bankruptcy, Vistra Energy is now well-positioned to benefit from the increasing electrification of the economy and potential electricity ...