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  • Emerson beat Q4 expectations, signaling resilient demand.
  • Orders rose sharply in Software & Systems and Intelligent Devices.
  • LNG demand is a key driver of recent order growth.
  • Power and defense spending are also lifting equipment orders.
  • Free cash flow supports reinvestment and a strong balance sheet.
  • Shares trade near 36x earnings, suggesting valuation is full.
  • Analyst recommends a disciplined buy ahead of LNG and reshoring tailwinds with a defined stop.

Latest Articles

Plains All American Pipeline and Plains GP Holdings Announce Appointment of New Chief Operating Officer

Plains All American Pipeline and Plains GP Holdings Announce Appointment of New Chief Operating Officer

Plains All American Pipeline, L.P. and Plains GP Holdings announced the appointment of Dean Liollio as Executive Vice President and Chief Operating Officer effective October 2, 2026. Liollio, with extensive experience within Plains and the energy sector, replaces Chris Chandler who is resigning unrelated to company operations. The leadership change…

Ellomay Announces Receipt of a 22.2 MW / 100.3 MWh (4.5-hour) Battery Storage Grid Access and Connection Permit by Ellomay Solar

Ellomay Announces Receipt of a 22.2 MW / 100.3 MWh (4.5-hour) Battery Storage Grid Access and Connection Permit by Ellomay Solar

Ellomay Capital Ltd., traded on NYSE American as ELLO, announced that its Spanish subsidiary Ellomay Solar received a grid access and connection permit for a battery energy storage system (BESS) project with a capacity of 22.2 MW and 100.3 MWh in Spain. This project, to be constructed on already leased land, will enhance the flexibility and profita…

Concentrix Reports Third Quarter 2026 Results

Concentrix Reports Third Quarter 2026 Results

Concentrix reported third quarter fiscal 2026 results with revenues slightly down 1.2% year-on-year to $2.45 billion. The company recognized a substantial non-cash goodwill impairment charge of $1.05 billion, impacting GAAP operating income and net income resulting in significant GAAP losses. However, on a non-GAAP basis, operating income improved …

Dyne Therapeutics Announces Additional One-Year Clinical Data from Phase 1/2 ACHIEVE Trial of Z-Basivarsen (DYNE-101) for Myotonic Dystrophy Type 1 (DM1)

Dyne Therapeutics Announces Additional One-Year Clinical Data from Phase 1/2 ACHIEVE Trial of Z-Basivarsen (DYNE-101) for Myotonic Dystrophy Type 1 (DM1)

Dyne Therapeutics announced additional one-year efficacy data from the Phase 1/2 ACHIEVE trial of z-basivarsen (DYNE-101) for Myotonic Dystrophy Type 1 (DM1). The pooled data from multiple dose groups shows sustained functional improvement across several measures compared to baseline, placebo, and a matched natural history cohort. The trial support…

Talen Names Terry Nutt Chief Executive Officer and Announces $1.5 Billion Accelerated Share Repurchase

Talen Names Terry Nutt Chief Executive Officer and Announces $1.5 Billion Accelerated Share Repurchase

Talen Energy Corporation announced that Terry Nutt will succeed Mac McFarland as CEO starting January 1, 2027, with a transition period ensuring operational continuity. The company has also initiated a $1.5 billion accelerated share repurchase (ASR) as part of a larger upsized $3 billion share repurchase program through 2028. These actions reflect …

FingerMotion Enters Definitive Agreement to Acquire 100% of Newbit Technology Inc., Securing the 9.9 MW County of Newell Powered Site

FingerMotion Enters Definitive Agreement to Acquire 100% of Newbit Technology Inc., Securing the 9.9 MW County of Newell Powered Site

FingerMotion, Inc. has entered a definitive agreement to purchase 100% of Newbit Technology Inc. for $2.3 million in cash. The acquisition includes land leases, permits, infrastructure, and approvals for a 9.9 MW behind-the-meter power site in Alberta, Canada, known as Brooks Campus #1. The deal finalizes earlier agreements and is targeted to close…

Applied Materials and KIOXIA Partner at the EPIC Center to Advance Next-Generation Memory Technology

Applied Materials and KIOXIA Partner at the EPIC Center to Advance Next-Generation Memory Technology

Applied Materials has announced a strategic partnership with KIOXIA Corporation to collaboratively develop advanced memory technologies, including new memory cell structures, multi-chip stacking, and materials engineering aimed at enhancing AI memory performance. This collaboration takes place at Applied Materials' newly established EPIC Center in …

Larimar Therapeutics Strengthens Executive Leadership with Appointment of John Harlow as President and Chief Operating Officer

Larimar Therapeutics Strengthens Executive Leadership with Appointment of John Harlow as President and Chief Operating Officer

Larimar Therapeutics, a Nasdaq-listed clinical-stage biotech company focused on rare diseases, announced the appointment of John Harlow as President and Chief Operating Officer. With over 25 years in biopharma commercial and operational leadership, Harlow will support the company's scaling and commercial launch efforts for its lead drug candidate, …

Cuprina Holdings (Cayman) Limited Announces Closing of Underwriter’s Over-Allotment Option in Connection with Public Offering

Cuprina Holdings (Cayman) Limited Announces Closing of Underwriter’s Over-Allotment Option in Connection with Public Offering

Cuprina Holdings (Cayman) Limited, a Nasdaq-listed biomedical company, has completed the sale of an additional 648,373 Class A ordinary shares through the full exercise of the underwriter's over-allotment option in its public offering. This resulted in gross proceeds of approximately $745,629, bringing total gross proceeds of the offering to roughl…

TSMC: Buy the Dip — The Market Is Overstating an AI Slowdown

TSMC: Buy the Dip — The Market Is Overstating an AI Slowdown

Taiwan Semiconductor (TSM) is being discounted as investors fret over a hypothetical AI cooldown. The company's scale - roughly $2.37T market cap, ~73% foundry share, and an aggressive capacity and packaging ramp - argues the slowdown is overstated. I favor a mid-term long: entry $457.00, target $490.00, stop $430.00 over 45 trading days.

Eversource and Dartmouth Engineering selected for U.S. Department of Energy SPARK Award to expand grid capacity and deliver customer benefits through grid-enhancing technology

Eversource and Dartmouth Engineering selected for U.S. Department of Energy SPARK Award to expand grid capacity and deliver customer benefits through grid-enhancing technology

Eversource Energy, in partnership with Dartmouth Engineering, has been awarded a U.S. Department of Energy SPARK Award for the DREAM initiative, aiming to deploy dynamic line rating technology across 4,000 miles of transmission network in New England. This project will improve real-time grid management, increase transmission capacity, enhance syste…

Why I Bought Lumentum at $800: Betting on an Optical Leap into 2027

Why I Bought Lumentum at $800: Betting on an Optical Leap into 2027

Lumentum (LITE) is a high-growth optics play that has already rerated massively from its 52-week low. I initiated a position at $800 because I think 2027 is when ultra-high-power laser demand and co-packaged optics adoption could validate a much higher multiple. This is a high-risk, event-driven trade sized for upside if the company demonstrates pr…