Shift Technologies, Inc. (SFT)

Peloton Interactive (PTON -12.35%) went public at $29 per share in 2019, and by December 2020, it had soared by 462% to a record high of around $163. Pandemic-necessitated lockdowns and social-distancing efforts led to explosive demand for the company's connected exercise equipment, which sent its revenue soaring.

SFM's digital revamp boosts engagement and spending as e-commerce surges 27%, reshaping how the grocer connects with customers.

NEW YORK--(BUSINESS WIRE)--A new HSBC report launched in collaboration with Know Your Value called The Giving Shift: Global Living, Local Giving, shows a powerful transformation in how women across the U.S. are building wealth and giving back. Moving away from performative, prestige-driven philanthropy, this new generation of women is ushering in a personal, grounded approach to giving—one rooted in community, family, and tangible impact. Based on research conducted in partnership with Ipsos, t.

CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 Payments, Inc. (“Shift4” or the “Company”) (NYSE: FOUR), announced today, in connection with the 10,000,000 shares of 6% Series A Mandatory Convertible Preferred Stock issued on May 5, 2025, that its Board of Directors has declared a dividend of $1.50 per share to be paid in cash on November 3, 2025 to holders of record as of the close of business on October 15, 2025. Subject to the terms of the Mandatory Convertible Preferred Stock, and as described.

Shift4 Payments is rated a Buy, offering strong growth in merchant services for discretionary leisure sectors at an attractive valuation. FOUR's revenue grew from $560M in 2018 to $3.3B in 2024, with free cash flow also rising, despite some M&A-related volatility. The company maintains a healthy balance sheet, robust cash position, and is expanding internationally, diversifying beyond its U.S. consumer exposure.

Merck earns a "Strong Buy" rating due to strategic moves, including FDA approval of QLEX, the first subcutaneous immune checkpoint inhibitor. QLEX extends Keytruda's patent life, offering rapid, flexible dosing and broader treatment settings, countering the upcoming IV Keytruda patent cliff in 2028. MRK's acquisition of Verona Pharma adds Ohtuvayre for COPD, expanding its cardiopulmonary portfolio and future growth opportunities.

KB Home's (KBH) revenues are positioned to benefit from interest rate cycle reversal, focus on built-to-order (BTO) homes, and community count growth. Its margins should also benefit from a mix shift towards BTO homes, cost-cutting, and efficiency improvement initiatives. Valuation looks reasonably attractive, and I see a good upside over the next year.

CoreWeave, backed by Nvidia, is emerging as a pivotal AI infrastructure provider with a $22.4B OpenAI pipeline and $6.3B Nvidia capacity deal. NVDA's strategy to empower neoclouds like CoreWeave dilutes hyperscaler dominance, ensuring rapid access to GPUs and accelerating AI development cycles. CoreWeave's hypergrowth is fueled by long-term contracts, robust margins, and aggressive capex, but faces risks from customer and supplier concentration.

PARIS--(BUSINESS WIRE)--The World Payments Report reveals reveal a widening gap between what merchants expect and what banks can deliver.

Ralph Lauren is rated a 'Buy', with a price target of $349.49, reflecting a 13% upside potential. RL's strategic shift to direct-to-consumer channels and digital innovation is driving higher full-price sales and brand equity. Geographic diversification, especially rapid growth in Asia and China, positions the company for sustained international expansion and revenue growth.

EL's online sales soar to 31%, highlighting a structural digital shift in prestige beauty retail.

GS's retreat from consumer banking and renewed focus on IB, trading and asset management is boosting growth and efficiency.

Global survey of 6,000 shoppers from Woo and Klaviyo reveals the rise of intentional purchasing and what it means for ecommerce brands SAN FRANCISCO , Sept. 17, 2025 /PRNewswire/ -- A comprehensive new consumer study from Woo and Klaviyo uncovers how fragmented and validation-driven shopping journeys have become in 2025.

Crude oil reversed higher Tuesday, reclaiming key averages and breaking out of a falling wedge, shifting momentum bullish and setting up a test of higher resistance.

California Resources Corp. (CRC) stands to benefit from Senate Bill 237, which streamlines permitting and shields Kern County drilling from environmental legal challenges. CRC's cautious expansion, strong inventory, and low transportation costs  position it well for growth as regulatory hurdles ease in California. CRC's merger with Aera Energy, pending acquisition of Berry Corp., and ventures into carbon capture further strengthen its portfolio.

Shift4 Payments has delivered strong growth through aggressive M&A, but now trades at a much more attractive valuation after a recent selloff. Despite increased leverage from the Global Blue acquisition, I see robust upside as the company integrates acquisitions and maintains profitability. Management guides for 30%+ CAGR in revenue and EBITDA over the next three years, with 2025 growth boosted by Global Blue.