5G Infrastructure

Business

SoFi Doubles Down on Crypto: From Digital Bank to Full-Service Fintech Contender

SoFi Technologies is aggressively expanding its cryptocurrency offerings, launching secured crypto-backed loans and institutional trading services. This strategic pivot, coupled with robust member growth, signals a broader ambition to compete in the digital asset arena, reshaping its investment narrative beyond traditional banking.

Feb 4, 2026

Business

TELUS Stock: A Bargain or Overpriced? Diverging Views Emerge After Telecom Sector Shakeup

As Canada's telecom sector faces a wave of reassessment, TELUS (TSX:T) finds itself at a valuation crossroads. Our analysis reveals a stark contrast between deep-discount cash flow models and premium trading multiples, leaving investors to question where true value lies.

Feb 4, 2026

Business

Illumina Earnings Preview: Genomics Giant Faces Scrutiny Amid Slowing Growth

As Illumina prepares to release its fourth-quarter results, investors are weighing its steady performance against a backdrop of muted sector momentum and strategic challenges.

Feb 4, 2026

Business

IBM Posts Strong Earnings, Charts Ambitious AI-Led Growth Amid Board Reshuffle

IBM's robust Q4 2025 results, featuring revenue of $19.7 billion and a reaffirmed dividend, underscore its hybrid cloud and AI momentum. With a 2026 growth outlook above 5% and the addition of PepsiCo's CEO to its board, the tech giant navigates debt concerns while betting on software and integration synergies.

Feb 4, 2026

Business

MACOM Technology Set to Report Q4 Earnings: Analysts Eye Slowing Growth Amid Sector Momentum

MACOM Technology Solutions (MTSI) is scheduled to release its quarterly financial results before the market opens on Thursday. Investors will be watching for signs of whether the networking and analog chip specialist can maintain its strong revenue trajectory against a backdrop of mixed semiconductor sector performance.

Feb 4, 2026

Business

SanDisk Soars 31.8% on Extended AI-Focused Kioxia Venture and Strong Earnings

SanDisk's stock surged following the extension of its flash memory joint venture with Kioxia through 2034 and robust quarterly results, highlighting the company's strategic bet on sustained AI-driven demand for advanced storage solutions.

Feb 4, 2026

Business

Streamex Shares Slide 9% Despite Strategic Moves: Is the GLDY Token Trading Deal Enough to Revive Investor Confidence?

Streamex Corp. faces a turbulent market reaction following its $35 million equity raise and a pivotal partnership with tZERO to facilitate regulated secondary trading for its gold-backed token, GLDY. While the moves aim to build a compliant tokenized asset market, concerns over dilution, execution risks, and a looming lock-up expiry cloud the stock's outlook.

Feb 4, 2026

Business

Verizon Bets Big on Fiber and Customer Loyalty with $20B Frontier Acquisition and $25B Buyback

Verizon Communications makes a bold strategic pivot, acquiring Frontier's fiber assets for $20 billion, launching a massive share repurchase, and shifting focus from price wars to customer retention under new leadership.

Feb 4, 2026

Business

From Telecom to Tech Titan: Kyivstar's Super-App Ambitions Fuel Bullish Investor Sentiment

Despite operating in a war-torn economy, Ukraine's leading telecom operator Kyivstar Group Ltd. is rapidly transforming into a digital ecosystem powerhouse. With its stock trading at a significant discount, analysts point to its 'super-app' strategy and robust financials as a compelling growth story.

Feb 4, 2026

Business

ESCO Technologies Set to Report Q4 Earnings Amid Strong Industrial Sector Momentum

Engineered products manufacturer ESCO Technologies (ESE) is poised to release its fourth-quarter financial results after market close on Thursday, with analysts projecting robust year-over-year revenue growth and steady earnings performance.

Feb 4, 2026

Business

Beyond the Code: Why Appian's Process Automation and AI Edge Are Drawing Bullish Investor Attention

Amidst a volatile market for software stocks, Appian Corporation (APPN) is gaining traction with investors who see a compelling mix of robust core business performance, strategic AI integration, and potential legal catalysts. We examine the bullish thesis.

Feb 4, 2026

Business

Stanley Black & Decker: A Bullish Bet on a Dividend King's Turnaround

Amidst a challenging macro environment, Stanley Black & Decker (SWK) is attracting investor attention with a compelling income-generating strategy and a fortified financial foundation. This analysis delves into the bull case, examining the tools giant's cost-cutting drive, resilient brand power, and a derivative play that offers a high-conviction entry point.

Feb 4, 2026

Business

CAVA's Growth Recipe: Can the Mediterranean Fast-Casual Chain Deliver for Investors?

A detailed analysis of CAVA Group's bullish investment case examines whether the restaurant chain's aggressive expansion and scaling economics can justify its premium valuation and drive significant long-term returns.

Feb 4, 2026

Business

Elastic's AI-Powered Growth Story Gains Traction Amid Market Skepticism

Despite a recent stock pullback, Elastic N.V. (ESTC) is showcasing robust financial performance and strategic momentum in the AI-search era, driven by cloud expansion and enterprise adoption.

Feb 4, 2026

Business

Applied Digital Secures Bridge Financing for AI Data Center Project, Fueling Speculation of Major Hyperscaler Lease

Applied Digital Corporation (APLD) has secured a $50 million note to advance its Polaris Forge 2 data center, with financing terms suggesting management anticipates a near-term lease agreement with a major cloud or AI provider—a potential catalyst for the stock.

Feb 4, 2026

Business

Intercontinental Exchange Set to Report Q4 Earnings Amid Market Uncertainty

Intercontinental Exchange (ICE) is scheduled to release its fourth-quarter earnings before markets open on Thursday, with analysts forecasting steady revenue growth. The report comes as the broader capital markets sector faces headwinds from policy shifts and uneven performance among key players.

Feb 4, 2026

Business

LiveRamp Earnings Preview: Can the Data Collaboration Leader Beat Expectations Again?

All eyes are on data connectivity platform LiveRamp as it prepares to release its fourth-quarter results after the bell Thursday. The report could set the tone for the broader enterprise software sector.

Feb 4, 2026

Business

Flowserve Set to Report Q4 Earnings Amid Industry Momentum

Flowserve Corporation prepares to release its fourth-quarter financial results, with analysts projecting revenue growth and improved earnings per share, as the fluid handling sector shows broad strength.

Feb 4, 2026

Business

Amazon Earnings Preview: Cloud and Retail Giants Face Heightened Investor Scrutiny

As Amazon prepares to report its quarterly results, the focus sharpens on the resilience of its cloud division and e-commerce margins amid a shifting economic landscape. Here’s the breakdown for investors.

Feb 4, 2026

Business

Eaton Caps Record Year with Strong Q4, Unveils Strategic Spin-Off of Mobility Unit

Power management giant Eaton reports robust fourth-quarter results, fueled by surging data center and aerospace demand, while announcing plans to separate its $3 billion Mobility business to sharpen focus on higher-growth electrical and aerospace markets.

Feb 4, 2026