I am neutral on Mercury Systems (MRCY). due to strong turnaround momentum, but a valuation that leaves little margin for error. MRCY is well-positioned for a multi-year defense upcycle, with record backlog, improved execution, and exposure to long-term modernization trends. The company's open-architecture platform and increasing defense outsourcing support future growth and margin expansion, but execution risks remain.

For decades, savvy investors have been finding stocks that can produce dramatic gains in relatively short timeframes by sifting through the biotechnology universe. In this wonky industry, positive clinical trial results can cause small-cap stocks to double in value in a single trading session.

General Motors has recalled more than 23,000 Chevrolet Corvettes in response to a fuel leak issue connected to multiple reported fires.

Critical Mineral Resources PLC (LSE:CMRS) revealed to investors plans for the Agadir Melloul sedimentary copper project in central Morocco, where it intends to kick off new drilling "very shortly". It has now expanded the project's footprint, acquiring three additional permits, which, along with the original project boundary, means the company now sees it has " a dominant position in the Agadir Melloul district.

MongoDB is at an inflection point, with a new CFO driving cost cuts and improved profitability, making the stock setup highly attractive. I now expect 17%+ revenue growth for fiscal 2026, above my previous estimates, as AI traction and developer adoption accelerate. Free cash flow is surging, with projections of $310 million this year and $450 million next year, justifying a 52x forward FCF multiple.

Forum Energy Technologies operates an asset-light model, resulting in higher free cash flow margins and cash per share than competitors. Significant debt reduction and an active share repurchase program position FET for increased investor demand and potential stock price appreciation. FET stands to benefit from potential U.S. tax cuts and lower interest rates, as its debt is linked to the SOFR rate, enhancing net income growth.

Ford Motor Company is recalling more than 355,000 vehicles in the U.S over a issue with the instrument panel display, the National Highway Traffic Safety Administration said on Wednesday.

Mark Cudmore, Anna Edwards, Guy Johnson and Kriti Gupta break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." For up to the minute market intelligence and insight, click MLIV ＜GO＞.

LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Logitech International (SIX: LOGN) (Nasdaq: LOGI) today shared progress on its sustainability goals from its Fiscal Year 2025 impact highlights report. This past fiscal year, Logitech cut its direct and indirect emissions (Scope 1 & 2) by 53 percent and its value chain emissions (Scope 3) by 13 percent against its baseline years1. Carbon reduction programs across the company resulted in the elimination or avoidance of nearly 170,000.

New Partnership Delivers Web of Science and incoPat Solutions to China's Leading Energy Company LONDON , Aug. 27, 2025 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading provider of transformative intelligence, has signed agreements to provide China Petrochemical Corporation (Sinopec Group) with its leading academic research and intellectual property (IP) solutions. This collaboration will empower the research and development goals of Mainland China's largest oil and petrochemical products supplier, ultimately delivering impactful research and innovation.

Vertiv's Q2 results exceeded expectations, with strong revenue growth, a robust order backlog, and raised EBIT guidance supporting continued bullish momentum. The Great Lakes $200M acquisition and deepening partnerships with Nvidia and CoreWeave enhance Vertiv's earnings outlook and position in AI infrastructure, in my view. Despite temporary tariff headwinds, management raised EBIT guidance to $2B, maintaining the path toward 25% margins by 2029.

Thor Explorations Ltd (TSX-V:THX, AIM:THX, OTC:THXPF) has reported further positive assays from its maiden drilling at its wholly-owned Guitry gold project, in Côte d'Ivoire. The 3,000-metre reverse-circulation drill programme has returned high-grade intercepts, Thor said, highlighting that the programme aims to unlock a better understanding of the mineralisation, following a phase of work interpreting historic data.

Antwerp, Aug. 27, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) (“CMB.TECH”) received a transparency notification from Saverco NV on 25 Augustus 2025. Saverco NV has crossed below the transparency threshold of 65%.

The property investment arm of Chinese e-commerce giant JD.Com and two other firms plan to launch a Singapore-based real estate investment trust (REIT) with assets potentially valued at more than $1 billion, said two sources with knowledge of the matter.

Nebius Group is a leading AI infrastructure provider with unmatched end-to-end offerings and explosive 625% revenue growth, fueling strong bullish sentiment. Demand for AI infrastructure far exceeds supply, supporting high valuations and rapid expansion plans, with Nebius targeting a 5x increase in power capacity by 2026. Risks include capacity expansion delays and rising competition, but Nebius remains a speculative buy for exposure to the accelerating AI ecosystem.

Samsara stands out among AI companies by delivering clear, quantifiable ROI for customers, with strong fundamentals like rising revenue, low debt, and solid cash reserves. Despite a high P/E ratio, Samsara's rapid growth and consistent earnings beats make it attractive, especially near its current $30-$40 price range. Risks include potential overvaluation and a broader AI bubble, but Samsara's proven value proposition positions it as a likely survivor if the bubble bursts.

AMD and IBM's partnership to develop hybrid quantum-classical computing systems is a major catalyst, targeting commercial viability in quantum computing. I reiterate my Strong Buy rating on AMD, expecting it to benefit earlier from GPU and FPGA integration into IBM's quantum systems. IBM's quantum backlog is small now, but the partnership positions it for long-term growth in a $130B quantum market; I maintain my Buy rating.

Holcim's spin-off of Amrize creates two distinct investment options: global sustainability focus (Holcim) and North American exposure (Amrize). Holcim's fundamentals remain strong, with solid growth in Europe and emerging markets, but valuation is stretched above historical norms. Current share prices for both Holcim and Amrize offer limited upside; I recommend a 'Hold' rating until valuations become more attractive.

Whistleblower complaints have raised questions about private equity giant TPG's ability to manage five hospitals and dozens of clinics in Kenya, Nigeria and Pakistan on behalf of investors, including the Gates Foundation. The saga has cast a shadow over the strategy of development banks and philanthropists to lean on for-profit companies to improve health care in poorer nations.

STOCKHOLM , Aug. 27, 2025 /PRNewswire/ -- Ericsson (NASDAQ: ERIC) today announces that Stella Medlicott will step down from her role as Senior Vice President, Chief Marketing and Communications Officer and Head of Corporate Relations and will leave Ericsson on March 31, 2026. Stella Medlicott has been with the company since 2014 and has served on Ericsson's Executive Team since 2019.