AI Browsers

Business

Opera Limited: A Deep-Value Tech Play Riding on African Fintech and AI Browsers

Amid a volatile tech landscape, Opera Limited (OPRA) presents a compelling, if risky, value proposition. With a profitable core business, a clean balance sheet, and a potentially undervalued stake in African fintech giant Opay, some investors see significant upside despite concerns over revenue concentration and market disruption.

Feb 3, 2026

Business

Google Integrates Gemini AI Deeper Into Chrome, Reshaping the Browser Experience

Google is rolling out a significant update to its Chrome browser, embedding advanced Gemini AI capabilities directly into the user interface. The move signals a strategic push to make AI a central, everyday tool for web navigation and tasks.

Feb 2, 2026

Business

Lumentum Shares Surge 8% Ahead of Earnings, Fueled by Analyst Optimism on AI Networking Demand

Lumentum Holdings Inc. saw its stock price climb over 8% on Monday, extending recent gains as investors positioned themselves ahead of quarterly results. The rally was supported by a series of bullish price target upgrades from major Wall Street firms, citing the company's exposure to the infrastructure needs of agentic AI and advanced reasoning networks.

Feb 3, 2026

Business

SanDisk Stock Surges on Bernstein's Bullish Target, Fueled by AI Data Center Demand

Shares of SanDisk Corporation soared over 15% Monday, extending a five-day rally after Bernstein analysts dramatically raised their price target by 72%, citing explosive growth in AI-driven data center revenue and stellar quarterly earnings.

Feb 3, 2026

Business

Nvidia's $100 Billion Question: CEO Huang Tempers Expectations as AI Capex Scrutiny Intensifies

Nvidia's stratospheric valuation faces a reality check as CEO Jensen Huang downplays speculation of a $100B OpenAI investment. The chipmaker's role as the indispensable 'tollbooth' for AI infrastructure is under the microscope, with markets demanding tangible growth catalysts beyond sentiment.

Feb 3, 2026

World

Iran Signals Readiness for Talks with U.S., Calls for 'Fair and Equitable' Negotiations

Iranian President Ebrahim Raisi has directed his foreign minister to engage in what he termed 'fair and equitable negotiations' with the United States, marking a potential diplomatic opening amid longstanding tensions.

Feb 3, 2026

Business

Iron Mountain (IRM) Gains Analyst Favor as Storage, Data Centers, and IT Asset Business Drive Growth

Barclays raises price target on Iron Mountain, citing strength in storage, rentals, and its expanding IT asset lifecycle unit. The firm's data center leasing and cost restructuring are also seen as key catalysts for 2026.

Feb 3, 2026

Business

Bank of America Taps Credo Technology as Key Long-Term Play in AI Infrastructure Boom

Analysts highlight Credo Technology Group (CRDO) as a core beneficiary of soaring cloud and AI data center spending, with revenue projected to nearly triple in FY2026 amid industry-wide capex surge.

Feb 3, 2026

Business

Broadcom Emerges as a Top Compute Play as AI Demand Reshapes Semiconductor Landscape

Bank of America highlights Broadcom alongside Nvidia and AMD as a leading compute stock, fueled by robust AI infrastructure spending and compelling valuations, with Wells Fargo and Bernstein also raising targets.

Feb 3, 2026

Business

Microsoft Doubles Down on AI Independence with Maia 200 Chip and Software Push

Microsoft launches its second-generation Maia AI processor and new software tools, challenging Nvidia's dominance and aiming to reduce reliance on external suppliers for its booming cloud AI services.

Feb 3, 2026

World

India and U.S. Strike Trade Deal, New Delhi Commits to Major Purchases of Energy, Defense Equipment, and Aircraft

In a move to rebalance bilateral trade, India has agreed to significant purchases of U.S. goods including petroleum, defense systems, and commercial aircraft under a newly announced agreement, a senior official confirmed.

Feb 3, 2026

World

Iran's President Calls for 'Fair and Equitable' Dialogue with U.S. Amid Stalled Nuclear Talks

Iranian President Ebrahim Raisi has extended an olive branch to Washington, proposing renewed negotiations under what he terms "fair and equitable" conditions, signaling a potential shift in tone while core disputes remain unresolved.

Feb 3, 2026

Business

Arkema Bets on Green Cooling for Data Centers as Sustainability Push Earns Top Recognition

The French specialty materials group Arkema is positioning its low-global-warming-potential refrigerants and thermal management solutions at the heart of the booming data center market, a strategic move underscored by its recent EcoVadis Gold Medal for corporate sustainability.

Feb 3, 2026

Business

PHINIA Stock Surge Raises Valuation Questions: Is the Auto Parts Maker Still Undervalued?

Shares of PHINIA Inc. (NYSE: PHIN) have rallied sharply over the past quarter, gaining over 33% and drawing investor scrutiny. With the stock closing at $69.80, analysts are debating whether its momentum signals a sustainable re-rating or a temporary spike, as traditional and cash-flow-based valuation models paint contrasting pictures.

Feb 3, 2026

Business

Packaging Corp of America: A Valuation Conundrum After Years of Stellar Gains

Packaging Corporation of America's shares have nearly doubled over five years, but a deep dive reveals a split picture: one model screams bargain, while another suggests caution. Investors are left weighing robust historical performance against conflicting signals on current value.

Feb 3, 2026

Business

Micron Bets $24 Billion on Singapore NAND Megafab to Power AI Boom

Micron Technology has broken ground on a massive new NAND fabrication facility in Singapore, a decade-long, $24 billion project aimed at meeting explosive demand for AI and data storage. The move signals a strategic long-term pivot but raises questions about market cycles and capital discipline.

Feb 3, 2026

Business

Credo Cements AI Infrastructure Role with Blue Heron Launch and 3M Patent Pact

Credo Technology Group is deepening its integration into hyperscale AI infrastructure through the launch of its high-bandwidth Blue Heron retimer and a strategic patent licensing agreement with 3M, positioning itself as a key enabler for next-generation AI clusters.

Feb 3, 2026

US

DOJ Scrambles to Contain Fallout After Unredacted Epstein Victim Details Leak Online

The Justice Department has removed thousands of documents from its website after a major privacy breach exposed the identities of Jeffrey Epstein's victims. The error, blamed on 'technical or human' failure, has sparked outrage among survivors and raised fresh questions about the transparency of the ongoing investigation.

Feb 3, 2026

US

Minnesota School District Shuttered by Bomb Threat Following Release of Detained 5-Year-Old and Father

A Minnesota school district closed its doors Monday following bomb threats, a day after a 5-year-old student and his father were released from immigration detention—an incident that has drawn national scrutiny and raised questions about the family's safety.

Feb 3, 2026

World

Kyiv, Kharkiv Hit by Renewed Russian Strikes as Deep Freeze Grips Ukraine

Russian forces launched a wave of attacks on Ukraine's capital Kyiv and second city Kharkiv early Tuesday, targeting energy infrastructure and residential areas amid sub-zero temperatures, officials said.

Feb 3, 2026