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AI's Power Paradox: Fueling a Clean Energy Boom While Straining the U.S. Grid

The explosive growth of artificial intelligence and data centers is driving U.S. electricity demand to unprecedented levels, pushing consumer bills up 42% in a decade. As utilities scramble to upgrade an overburdened grid, AI itself is emerging as a critical tool to unlock next-generation power sources like fusion and geothermal energy.

Feb 3, 2026

Business

Coles Group's Steady Returns Fail to Ignite Growth Engine, Analysts Look Elsewhere for Multi-Bagger Potential

Despite a respectable return on capital, Coles Group's flat performance over five years signals a mature business in a holding pattern, leading investors to question its long-term compounding potential.

Feb 3, 2026

Business

U.S. and India Strike Trade Truce: Tariff Rollback Tied to Pledge on Russian Oil

In a significant diplomatic and economic breakthrough, the U.S. agrees to slash tariffs on Indian goods after Prime Minister Modi commits to halt purchases of Russian crude, easing bilateral tensions and reshaping trade dynamics.

Feb 3, 2026

Business

Tenable (TENB) Q4 Earnings Preview: Cybersecurity Firm Faces Test Amid Sector Headwinds

Tenable Holdings, a leader in exposure management, reports its fourth-quarter earnings after the bell Wednesday. All eyes will be on whether the company can maintain its track record of revenue beats against a backdrop of slowing growth forecasts and a battered cybersecurity sector.

Feb 3, 2026

Business

Amgen Ends Rocatinlimab Partnership, Refocuses Pipeline as Shares Trade at Premium

Amgen has terminated its collaboration with Kyowa Kirin on the atopic dermatitis drug rocatinlimab, handing full development rights back to the Japanese partner. The strategic shift comes as Amgen's stock trades above most fair value estimates, raising questions about its current valuation amid pipeline recalibration.

Feb 3, 2026

Business

Vera Therapeutics Bolsters Commercial Team with New CCO Ahead of Key Atacicept Decision

Vera Therapeutics appoints industry veteran Matt Skelton as Chief Commercial Officer, signaling a strategic pivot toward commercialization as its lead drug candidate for IgA nephropathy, atacicept, undergoes FDA Priority Review.

Feb 3, 2026

Business

Hyperliquid Enters the Prediction Market Fray with New 'Outcome Trading' Proposal

Decentralized exchange Hyperliquid has unveiled a proposal to launch 'outcome trading,' a novel, fully-collateralized contract type designed to power prediction markets and bounded options, positioning itself amid a regulatory shift and growing competition in the event-based trading sector.

Feb 3, 2026

Business

CDW Earnings Preview: Can the IT Solutions Giant Meet Expectations Amid Sector Headwinds?

CDW Corporation is set to report its fourth-quarter earnings before the market opens on Wednesday. Analysts project modest revenue growth, but the company's recent performance and broader sector trends suggest a cautious outlook.

Feb 3, 2026

Business

Zetrix AI Berhad: A Malaysian Tech Stock Delivering on Its Growth Promise

Amidst a market often swayed by speculative narratives, Zetrix AI Berhad (KLSE:ZETRIX) stands out with a track record of robust earnings growth and strong insider alignment, offering a compelling case for fundamentals-focused investors.

Feb 3, 2026

Business

Rivian's Road to Profitability: How the EV Maker is Shifting Gears from Vehicle Sales to a Tech-Driven Future

Beyond the headlines of cash burn and production woes, Rivian Automotive is executing a strategic pivot. With falling costs, the imminent launch of its mass-market R2, and a growing software revenue stream, the company is laying the groundwork to transform from a pure EV manufacturer into a vertically integrated autonomy platform.

Feb 3, 2026

Business

Twist Bioscience: Silicon DNA Synthesis Leader Nears Profitability Amid Surging Demand

Twist Bioscience's proprietary silicon-based DNA manufacturing platform is driving double-digit revenue growth and margin expansion, positioning the synthetic biology tools provider on a clear path to adjusted EBITDA breakeven by fiscal 2026.

Feb 3, 2026

Business

Edwards Lifesciences Attracts Major Institutional Bet Ahead of Key 2026 Catalysts

A sophisticated, high-conviction options trade by a large investor signals strong confidence in Edwards Lifesciences' fundamentals, with a potential breakout eyed for early 2026 tied to regulatory milestones and sustained growth in its mitral valve business.

Feb 3, 2026

Business

General Dynamics: Defense and Aerospace Giant Powers Ahead, But Valuation Questions Loom

Buoyed by a record defense backlog and a surging Gulfstream business, General Dynamics (GD) is generating robust cash flow. However, analysts debate whether its premium valuation already reflects this strong operational momentum, leaving new investors watching for a better entry point.

Feb 3, 2026

Business

ACADIA Pharmaceuticals: A Deep Value Play or a Value Trap?

After a significant rebound, ACADIA Pharmaceuticals (ACAD) shares present a conundrum for investors. While a discounted cash flow model suggests deep undervaluation, the stock's volatile history and mixed performance metrics demand a closer look at the underlying narrative.

Feb 3, 2026

Business

Singapore Airlines Charts Steady Course Amid Industry Headwinds, Focus on Capital Efficiency

Singapore Airlines (SGX:C6L) is demonstrating a disciplined approach to capital allocation, with a notable uptick in its return on capital employed (ROCE). While its current 6.3% return lags behind the broader airline industry average, the trend signals a potential turning point for the carrier as it seeks to solidify its post-pandemic recovery and build sustainable long-term value for shareholders.

Feb 3, 2026

Business

Broadcom Settles VMware Dispute with Fidelity, Easing Investor Concerns Over Client Retention

Broadcom has reached an agreement with Fidelity Investments, dismissing a lawsuit related to VMware software licensing. The settlement ensures service continuity for a major client and offers clarity on Broadcom's post-acquisition strategy, a key focus for investors monitoring the tech giant's integration efforts.

Feb 3, 2026

Business

JAG Berhad's Capital Efficiency Under Scrutiny as Returns Lag Industry Peers

The Malaysian commercial services firm JAG Berhad (KLSE:JAG) faces questions over its capital allocation strategy, with its Return on Capital Employed (ROCE) falling to 0.4%—significantly below the industry average. While the company has increased capital investment, the corresponding returns have not materialized, raising concerns among analysts about its long-term growth trajectory.

Feb 3, 2026

Business

Panera Bread Shutters Franklin Dough Facility, 92 Jobs Cut as Chain Adopts New Baking Model

Panera Bread is closing its Franklin, Mass., fresh dough production plant next month, eliminating 92 positions, as the company shifts to a centralized 'bakery-operating model' that will change how bread is prepared in its restaurants nationwide.

Feb 3, 2026

Business

IHS Towers: A Deep-Value Play Emerges as Currency Headwinds Shift

IHS Holding Limited, a leading telecom tower operator in emerging markets, is seeing a dramatic reversal in its investment narrative. Long pressured by currency devaluations, the company now stands to benefit from FX tailwinds, operational improvements, and surging data demand, presenting a compelling bull case at a valuation far below peers.

Feb 3, 2026

Business

Broadridge Financial Solutions: The Unseen Titan of Financial Infrastructure

Amid market volatility, a deep dive into Broadridge Financial Solutions (BR) reveals a compelling investment case built on its near-monopoly in critical back-office functions, predictable cash flows, and defensive characteristics.

Feb 3, 2026