Dec 31, 2025 • Insider Monkey
SOMEWHAT-BEARISH
Carrier Global Corporation (CARR) Fell in Q3 Despite Good Results
Carrier Global Corporation (NYSE: CARR) saw its stock fall in Q3 2025 despite quarterly results meeting or exceeding consensus estimates. The decline was attributed to underlying weakness in US residential HVAC orders, negative product mix affecting margins, and an industry-wide nearly 30% reduction in volumes due to high interest rates and dealer destocking. Bristol Gate Capital Partners' US Equity Strategy, which holds CARR, noted its underperformance compared to the S&P 500, but highlighted its strong 15% dividend growth over the trailing 12 months.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Robert Half Inc.: How a 75-Year-Old Recruiter Is Rebuilding the Future of Work
Robert Half Inc. is transforming the staffing and consulting industry by combining AI-driven recruiting, specialized talent platforms, and managed services. The company acts as an operating system for on-demand expertise, offering solutions for critical roles and project teams in professional fields like finance, technology, marketing, and legal. Its dual-engine model, featuring specialized staffing and Protiviti consulting, along with a trusted brand and data-driven matching, provides a significant competitive edge in a volatile labor market.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BEARISH
Freshpet stock slides as Fed minutes loom in thin year-end trade (FRPT)
Freshpet (FRPT) shares fell 3.5% in afternoon trading, underperforming a flat broader market amidst thin year-end trading volumes. The decline occurred ahead of the Federal Reserve's December policy meeting minutes release, which could influence rate expectations and stock valuations. Investors are also anticipating Freshpet's next earnings report for insights into demand trends and profit margins.
Dec 30, 2025 • TechTarget
SOMEWHAT-BULLISH
AI surge fuels dramatic transformation of CIO role
The Chief Information Officer (CIO) role is undergoing a significant transformation due to the rapid rise of AI in organizations, expanding beyond traditional IT operations to include AI leadership, responsible scaling, and delivering measurable business value. This shift necessitates new responsibilities like AI governance, workforce strategy, and model lifecycle management, along with evolving skills focusing on AI literacy, business outcomes, and change management. While some organizations may benefit from a Chief AI Officer (CAIO), the core issue is accountability and ensuring clear ownership for AI strategy, guardrails, and value realization within the enterprise.
Dec 30, 2025 • Insider Monkey
SOMEWHAT-BULLISH
Can Elevance (ELV) Hike Prices to Accommodate Rising Costs?
Artisan Value Fund recently invested in Elevance Health, Inc. (NYSE:ELV), highlighting its potential for recovery as pricing adjusts to increasing costs and its stock price multiple normalizes. This move comes as the fund swapped Cigna for Elevance due to differences in business mix, particularly regarding PBM reform risks. Elevance, one of the largest health insurers, is seen as undervalued with depressed earnings expected to recover.
Dec 30, 2025 • Yahoo Finance
BULLISH
FedEx Empowers Global Workforce With AI Education and Literacy Program
FedEx has launched an enterprise-wide AI Education and Literacy program to empower its global workforce with AI fluency and skills. This initiative, developed with Accenture's support, provides personalized, roles-based training to help team members apply AI responsibly and effectively, reinforcing FedEx's commitment to investing in its people and transforming into an AI-powered enterprise. The program aims to enhance employee capabilities, support safer work, and drive transformational change across the company.