34+ min ago (253+ words) Microsoft recently announced a $9.7 billion, five-year AI cloud services agreement with IREN, focused on deploying advanced GPUs powered by renewable energy infrastructure. This landmark deal marks IREN's expansion from bitcoin mining into high-demand AI data center services, leveraging its large-scale power capacity and direct partnerships with tech industry leaders. Read the full narrative on IREN (it's free!) IREN's narrative projects $1.5 billion revenue and $1.0 billion earnings by 2028. This requires 45.6% yearly revenue growth and an $913.1 million increase in earnings from $86.9 million. Uncover how IREN's forecasts yield a $81.38 fair value, a 68% upside to its current price. Simply Wall St Community members offer 22 individual fair value estimates for IREN, ranging from US$11 to US$107.78 per share. With the capital intensity and financing risk of IREN's rapid GPU expansion in focus, it's clear perspectives can differ widely, are you seeing the whole picture? Explore 22 other…...

35+ min ago (336+ words) NetEase, Inc. recently reported solid third quarter 2025 results with revenues rising to CNY 28.36 billion and net income increasing to CNY 8.62 billion, while the company extended its share repurchase program and announced a cash dividend of US$0.114 per share payable in December. The company's performance was driven by new game launches, record player engagement, and ongoing capital returns to shareholders, reflecting confidence in its long-term outlook. We'll explore how NetEase's extension of its share repurchase program reinforces its investment narrative centered on continued shareholder returns and earnings growth. Of the recent announcements, NetEase's extension of its share repurchase program to January 2029 stands out. While no shares were repurchased in the most recent quarter, this move signals the company's ongoing willingness to return capital to shareholders, which is aligned with the growth narrative around earnings and global expansion, even as execution risks…...

35+ min ago (778+ words) Have you ever wondered if United Parcel Service stock is actually a good deal, or if the price tag just looks tempting? Let's dig in and separate real value from hype so you know what you're getting into. Over the last month, UPS shares have rebounded by 7.3%, but they are still down 24.5% since the start of the year, which has caught the eye of investors hunting for bargains or bracing for further declines. Recent headlines around global shipping slowdowns and evolving logistics demand, as well as UPS's latest strategic decisions on automation and network optimization, are fueling these stock movements. These developments have prompted market watchers to re-evaluate the outlook for growth and operational efficiency in the parcel delivery sector. On paper, United Parcel Service scores 5 out of 6 on our undervaluation checks, which is an encouraging sign for value-driven investors....

36+ min ago (383+ words) On November 18, 2025, Microsoft announced Zscaler as an early adoption partner in the Microsoft Entra Agent ID partner ecosystem, with Zscaler contributing to the integration and advancement of AI agent security services across Microsoft's Entra Agent platform. This close collaboration marks a significant step for Zscaler in extending its Zero Trust and identity management capabilities into the emerging area of enterprise AI, supporting secure and compliant adoption of AI agents at scale. We'll explore how Zscaler's influence in shaping Microsoft Entra Agent ID could impact its competitive positioning and long-term growth narrative. Among recent developments, Zscaler's October rollout of new Zscaler Digital Experience (ZDX) innovations is especially relevant. These tools aim to strengthen SLA performance, reduce incident detection time, and position the company to win larger, stickier enterprise customers, directly supporting growth catalysts like expanding recurring ARR and driving deeper adoption…...

42+ min ago (582+ words) U.S. futures edged lower and oil prices also declined. Tokyo's Nikkei 225 was nearly unchanged at 48,628.85, after reopening from a holiday. A plunge in technology giant SoftBank's shares weighed on the market. It fell 10.3% on concerns that returns from its heavy investments in OpenAI may be threatened by the next generation Gemini artificial intelligenc e model that Google launched last week. In South Korea, the Kospi gained 0.3% to 3,859.12. Taiwan's Taiex jumped 1.5%. Chinese markets also advanced. In Hong Kong, the Hang Seng climbed 0.4% to 25,821.47, while the Shanghai Composite index jumped 0.9% to 3,872.45. E-commerce giant Alibaba, which was due to report its earnings late Tuesday, gained 1.6%. Australia's S&P/ASX rebounded to edge 0.1% higher, closing at 8,537.00. U.S. markets will be closed on Thursday for the Thanksgiving holiday. A day later, it's on to the rush of Black Friday and Cyber Monday. The U.S. stock market rallied on…...

1+ hour, 9+ min ago (605+ words) Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they're out of favor. The key risk, however, is that these stocks are usually cheap for a reason " five cents for a piece of fruit may seem like a great deal until you find out it's rotten. This distinction between true value and value traps can challenge even the most skilled investors. Luckily for you, we started StockStory to help you uncover exceptional companies. That said, here are two value stocks offering compelling risk-reward profiles and one best left ignored. Forward EV/EBITDA Ratio: 8.4x With courses ranging from investing to cooking to computer programming, Udemy (NASDAQ:UDMY) is an online learning platform that connects learners with expert instructors who specialize in a wide range of topics. Why Does UDMY Fall Short?...

1+ hour, 18+ min ago (275+ words) Herc Holdings Inc. recently announced the election of John Olin and Patrick Shannon as independent directors, with both set to join the board and audit committee effective January 1, 2026, as part of its board succession planning process. This move brings two accomplished financial executives onto the board, temporarily expanding its size and emphasizing enhanced financial oversight and governance during a period of financial challenges for the company. We'll examine how the addition of two experienced financial leaders to the board reshapes Herc Holdings' investment narrative and risk profile. Read the full narrative on Herc Holdings (it's free!) Herc Holdings' narrative projects $5.9 billion in revenue and $622.5 million in earnings by 2028. This requires 15.7% yearly revenue growth and a $599.5 million earnings increase from current earnings of $23.0 million. Uncover how Herc Holdings' forecasts yield a $167.00 fair value, a 25% upside to its current price. Simply Wall…...

1+ hour, 32+ min ago (510+ words) Cadence Design Systems (CDNS) shares have shown some recent movement, attracting attention from investors curious about its current valuation. Over the past month, the stock has dipped roughly 12% as broader sentiment in software stocks remains mixed. See our latest analysis for Cadence Design Systems. That recent pullback comes after a strong long-term run. Cadence posted a total shareholder return of nearly 162% over five years, even as the latest 12 months saw a slight dip of 2.5%. Momentum has clearly faded in the short term as the share price cooled off from prior highs, reflecting both a changing appetite for software stocks and a reassessment of near-term growth expectations. If you're curious about other tech names building momentum or resetting, step into the next opportunity with our See the full list for free.. With shares now well off their highs, is Cadence Design…...

1+ hour, 40+ min ago (295+ words) Current State of the BNPL Market The BNPL market in the United Kingdom has grown significantly, driven by increasing consumer demand for flexible payment solutions. This surge has been fueled by the widespread adoption of installment-based payment options across various retail sectors, particularly e-commerce and high-value consumer goods. Key Players and New Entrants Accelerated Growth in BNPL Adoption Integration of BNPL into Diverse Sectors United Kingdom Buy Now Pay Later Market Share Analysis by Key Players United Kingdom BNPL Market Size and Spending Pattern United Kingdom Buy Now Pay Later Revenue Analysis Buy Now Pay Later Revenues Buy Now Pay Later Share by Revenue Segments Buy Now Pay Later Revenue by Merchant Commission Buy Now Pay Later Revenue by Missed Payment Fee Revenue Buy Now Pay Later Revenue by Pay Now & Other Income United Kingdom Buy Now Pay Later Operational…...

1+ hour, 44+ min ago (343+ words) BioMarin Pharmaceutical currently trades at $55.56 per share and has shown little upside over the past six months, posting a small loss of 4.4%. The stock also fell short of the S&P 500s 11.5% gain during that period. Is now the time to buy BMRN? Or does the price properly account for its business quality and fundamentals? Find out in our full research report, its free for active Edge members. A companys long-term sales performance can indicate its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Luckily, BioMarin Pharmaceuticals sales grew at a decent 10.7% compounded annual growth rate over the last five years. Its growth was slightly above the average healthcare company and shows its offerings resonate with customers. As you can see below, BioMarin Pharmaceuticals margin expanded by 17 percentage points…...