Core Insights - Positioning investment portfolios for 2026 is crucial, with a focus on selling stocks that have reached their full potential to lock in gains and free up cash [1] Group 1: Palantir - Palantir's AI-powered data analytics software has seen significant demand, resulting in a 63% year-over-year revenue increase in Q3 and a profit margin of 40% [4] - Despite strong business fundamentals, Palantir's stock is trading at an excessive valuation of 259 times forward earnings and 123 times sales, which is significantly higher than comparable companies like Nvidia [5] - Analysts predict a slowdown in revenue growth for Palantir, with expectations of 41% growth in 2026, down from 54% in 2025, indicating potential risks for the stock price [6] Group 2: BigBear.ai - BigBear.ai, a smaller AI stock, is facing a more severe issue as its revenue is shrinking, despite the overall demand for AI software [7] - The company focuses on providing custom AI solutions to the U.S. government and related sectors, but its lack of growth raises concerns about its future performance [8]

This story was originally published on Packaging Dive. To receive daily news and insights, subscribe to our free daily Packaging Dive newsletter. Packaging companies have offered up early gifts this holiday season in the form of announcements about planned investments in expansions and new jobs. Here are 10 recent commitments, many of which center on plastics production: American Packaging Corp. plans to invest nearly $8 million to build a 20,000-square-foot addition to its facility in Story City, Iowa. Th ...

Expedia Group, Inc. (EXPE) is a major travel technology company and one of the world’s largest online travel platforms. Headquartered in Seattle, Washington, it operates a broad portfolio of travel brands and digital services that enable consumers and partners to research, plan, book, and manage travel across flights, hotels, vacation rentals, car rentals, cruises, and activities With a market cap of $34.7 billion, the company is firmly positioned in the large-cap segment. It generates revenue from trans ...

Core Insights - The U.S. Department of Health and Human Services (HHS) has added Duchenne muscular dystrophy (DMD) to the recommended newborn screening panel, which is seen as a significant advancement in early diagnosis and potential treatment opportunities in the biotech sector [1] Group 1: Industry Impact - The addition of DMD to the newborn screening panel is expected to create new market opportunities for biotechnology companies focused on developing therapies for this condition [1] - This decision may lead to increased investment and research in the field of genetic disorders, particularly in the development of innovative treatments for DMD [1] Group 2: Analyst Perspective - The analyst emphasizes the importance of combining scientific expertise with financial analysis to identify promising biotechnology companies that are innovating in unique ways [1] - The focus is on evaluating the science behind drug candidates, the competitive landscape, clinical trial design, and potential market opportunities, while also considering financial fundamentals and valuation [1]

With a market cap of $75.4 billion, Cintas Corporation (CTAS) provides corporate identity uniforms and a broad range of related business services across the United States, Canada, and Latin America. The company operates through its Uniform Rental and Facility Services, First Aid and Safety Services, and other segments, serving customers through an extensive distribution network and local delivery routes. The Cincinnati, Ohio-based company is scheduled to announce its fiscal Q2 2026 results before the mar ...

There’s been no dearth of sell signals for Tesla Inc. It’s facing a potential sales halt in California, an electric vehicle slowdown across the US and is losing market share in China and Europe. But all that hasn’t deterred investors excited about its work with artificial intelligence and autonomous-driving development efforts. The carmaker’s shares have rallied 25% since a low on Nov. 21, notching a record for the first time this year. The stock has also outpaced the Bloomberg Magnificent Seven Index, wh ...

Key Information - Rathbones Group Plc disclosed a position in The Unite Group Plc, holding 602,285 relevant securities, representing 0.12% of the total [1][3] - The disclosure date for the position held was December 16, 2025 [1] - The disclosure includes interests in relevant securities and short positions, with no short positions reported [3] Positions - The total interests in the relevant securities of The Unite Group Plc are 602,285 shares, which is 0.12% of the total [3] Dealings - Rathbones Group Plc sold 140 ordinary shares at a price of 533.73 pence per unit [7]

RAHWAY, N.J.--(BUSINESS WIRE)--Merck (NYSE: MRK), known as MSD outside the United States and Canada, today announced positive topline results from the Phase 3 KEYNOTE-B15 trial (also known as EV- 304) in patients with muscle-invasive bladder cancer (MIBC) who are eligible for cisplatin-based chemotherapy. The trial showed KEYTRUDA® (pembrolizumab) plus Padcev ® (enfortumab vedotin-ejfv), given as neoadjuvant and adjuvant treatment (before and after surgery), demonstrated a statistically signific. ...

Core Insights - Kneat.com, inc. has signed a three-year Master Services Agreement with a major specialty chemicals manufacturer, enhancing its momentum in new customer acquisitions for 2025 [1][3] - The agreement is expected to drive the deployment of Kneat Gx across critical functions such as Computer System Validation, Equipment Validation, and electronic logbooks [2] Company Overview - Kneat Solutions specializes in digital validation and quality process automation, serving highly regulated industries [4] - The company’s platform, Kneat Gx, is fully certified and compliant with ISO 9001, ISO 27001, and 21 CFR Part 11/Annex 11 [4] - Kneat Gx has demonstrated significant efficiency improvements, reducing man-hours for validation documentation by up to 50% and accelerating review and approval cycles by up to 50% [4] Market Position - Kneat has achieved record new customer acquisitions in 2025, driven by strong demand and a high win rate against competitors [3] - The platform is recognized for its ease of use, no-code configurability, and reliable data integrity, positioning Kneat as a leader in the digital validation market [3]

Core Insights - Astellas Pharma and Pfizer announced positive topline results from the Phase 3 EV-304 clinical trial for PADCEV in combination with Keytruda, showing significant improvements in event-free survival and overall survival for muscle-invasive bladder cancer patients [1][5][7] Company Insights - Astellas Pharma is focused on advancing treatment options for muscle-invasive bladder cancer, with recent findings reinforcing the potential of PADCEV plus pembrolizumab to improve survival outcomes for a broad patient population [4][5] - Pfizer emphasizes the significance of the EV-304 results, indicating a potential shift in the standard of care for muscle-invasive bladder cancer patients, particularly those ineligible for platinum-based chemotherapy [5][6] Industry Insights - Muscle-invasive bladder cancer is a significant health concern, with nearly half of patients progressing to metastatic disease within three years of diagnosis, highlighting the need for effective treatment options [3][6] - The EV-304 trial results may lead to a new standard of care in bladder cancer treatment, moving away from conventional platinum-based chemotherapy [5][7]