ARM trades at 23X sales vs 8X industry, pricing in AI optimism and leaving little room for error despite a durable licensing model.

Navitas Semiconductor trades at a steep valuation as its pivot to high-power AI markets shows promise, but near-term revenue pressure tempers...

BRK.B's capital-heavy bets on BNSF and energy drive steady cash flows and long-term growth, even as it trades above industry valuation levels.

BRK.B's capital-heavy bets on BNSF and energy drive steady cash flows and long-term growth, even as it trades above industry valuation levels.

MercadoLibre trades at a rich valuation, but fintech growth, logistics scale and rising estimates suggest its long-term story may outweigh near-term...

MercadoLibre trades at a rich valuation, but fintech growth, logistics scale and rising estimates suggest its long-term story may outweigh near-term...

C trades at a discount to peers despite a 31.5% rally, ongoing divestitures and rising earnings estimates. Does it still offer upside?

C trades at a discount to peers despite a 31.5% rally, ongoing divestitures and rising earnings estimates. Does it still offer upside?

Huntsman posts wider Q4 loss and tops revenue estimates, but pricing pressure, weak volumes and soft demand cloud its near-term outlook.

Huntsman posts wider Q4 loss and tops revenue estimates, but pricing pressure, weak volumes and soft demand cloud its near-term outlook.