Qualcomm is stepping out of its mobile comfort zone with a bold push into AI infrastructure. Its new inference-focused datacenter chips aim to challenge Nvidia and AMD with lower power draw and cost-efficient performance.
Deckers Outdoor’s stock stumbled despite solid Q3 results and resilient Hoka growth. With tariffs clouding guidance but free cash flow strong, the selloff looks overdone. At this valuation, the post-earnings drop offers long-term investors a rare entry point.
After years of inflation-fueled price hikes, Europe’s bake-off industry faces tighter margins and fiercer retailer negotiations. With input costs easing, growth now depends on volume, mix, and efficiency rather than pricing power.
Intel’s third quarter showed a company slowly regaining its footing. Revenue ticked up, margins improved, and its foundry ambitions took shape—yet persistent losses and execution risks remind investors that this comeback, while real, remains fragile.
SGS’s third-quarter update brings solid organic growth, firmer margins and disciplined M&A execution—early proof that new CEO Géraldine Picaud’s “Strategy 27” is starting to deliver exactly what she promised.
Lam Research delivered record margins on AI-fueled demand while warning China will fade under new curbs. Guidance dips on tariffs and mix, but 2026 growth bets rest on HBM, taller NAND stacks and EUV patterning—where Lam’s etch/deposition moat is deepest.
Most investors can name Buffett or Terry Smith. But a quieter elite of “quality purists” has been compounding capital far from the spotlight — from Montréal to Hong Kong, from Zurich to London. They buy great businesses, hold them for years, and let time do the heavy lifting.
After years of dominance, the quality factor has stumbled since mid-2024 as markets chased risk and valuations stretched. Narrow leadership and speculative fervor left steady earners behind—but shifting tides could soon restore quality’s quiet strength.
Novo Nordisk faces rare boardroom turmoil as its controlling foundation pushes for a sweeping overhaul. Chair Helge Lund and six directors are set to be replaced by a new slate led by ex-CEO Lars Rebien Sørensen—signaling a sharper, U.S.-focused pivot in the obesity-drug race.
EPAM Systems unveiled a $1 billion share repurchase—roughly equal to its entire cash reserve. The bold move signals management’s conviction that the market undervalues the digital-engineering specialist’s long-term prospects.
Cash may look simple, but valuing it rarely is. A dollar on the balance sheet can trade at a premium—or a discount—depending on how management is likely to use it. Academic research shows that the worth of “excess” cash hinges less on accounting than on trust.
Corporate culture is notoriously hard to measure, yet it may be the single most important driver of long-term corporate success.
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