AI Infrastructure

Business

Harmonic's Modest Earnings Growth Fails to Translate into Shareholder Gains as Stock Lags Market

Despite a modest rise in earnings per share over three years, Harmonic Inc. (NASDAQ: HLIT) has seen its share price decline by 32%, starkly underperforming the broader market's surge. This disconnect between fundamentals and market performance raises questions about investor sentiment and future prospects for the video streaming and broadband solutions provider.

Feb 2, 2026

Business

Banking's Legacy Dilemma: Why Waiting for an AI Miracle Is a Risky Strategy

As financial institutions grapple with aging core systems like Gen, experts warn that deferring modernization in hopes of a future AI fix is compounding costs, risks, and missed opportunities in a rapidly evolving digital landscape.

Feb 2, 2026

World

Global Reinsurers Flock to India's GIFT City, Challenging Singapore and Dubai

A wave of international reinsurance giants, including Lloyd's of London, Samsung Re, and Mapfre Re, are seeking approval to set up shop in India's GIFT IFSC, drawn by tax incentives and a booming market, as the hub aims to rival established global financial centers.

Feb 2, 2026

Business

Beyond the Headlines: Three Under-the-Radar Stocks Gaining Investor Attention

While major indices grapple with uncertainty, a search for value is leading some investors to overlooked companies with strong fundamentals. We examine three such firms from Taiwan and Japan that are posting impressive growth despite sector headwinds.

Feb 2, 2026

Business

Beyond the Hype: Separating Market Momentum from Sustainable Value

While several stocks have posted impressive short-term gains, a closer look reveals a divergence between fleeting catalysts and fundamental strength. We analyze one surging name with a solid foundation and two others where caution may be warranted.

Feb 2, 2026

Business

Advantest Posts Record Quarterly Earnings on AI Boom, Announces Major Capital Restructuring

The semiconductor testing equipment leader capitalizes on surging AI chip demand to deliver historic Q3 results, while unveiling a significant treasury share cancellation and business segment reorganization aimed at enhancing shareholder value and operational focus.

Feb 2, 2026

Business

BKV Seizes Majority Control of Texas Power Venture in $115M Deal, Betting on AI-Driven Energy Demand

U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.

Feb 2, 2026

Business

Venture Global Secures Key Arbitration Win Against Repsol, Easing Investor Concerns Over LNG Contract Stability

A final arbitration ruling in favor of Venture Global LNG against Spain's Repsol resolves a high-stakes contractual dispute, providing clarity on cash flows and bolstering confidence in the company's long-term project viability amid volatile energy markets.

Feb 2, 2026

World

Thailand's Political Survivor: Anutin Charnvirakul's Canny Path to Power Faces Voter Test

As Thailand heads to the polls, Prime Minister Anutin Charnvirakul—a master political operator known for his ability to navigate crises—seeks to retain power. His tenure has been marked by strategic reversals, controversial policies, and the delicate balancing of conservative elites and public expectations.

Feb 2, 2026

Business

Alphabet's AI Momentum and Cloud Surge Fuel Optimism Ahead of Q4 Earnings

With its core search business resilient, cloud division soaring, and new AI deals like the Apple partnership taking shape, Alphabet enters its February 4 earnings report on a strong note, though regulatory and valuation concerns linger.

Feb 2, 2026

Business

Meta's Bold AI Bet Fuels Stock Surge: Analysts Weigh In on Future Trajectory

Meta Platforms' shares soared following a robust Q4 earnings beat and aggressive AI investment plans. While core advertising thrives, the company's massive capital expenditure hike raises questions about long-term payoff and competitive positioning.

Feb 2, 2026

Business

South Korea's AI-Fueled Stock Surge Hits a Wall as Global Risk Aversion Spreads

The Kospi index plunged over 5% in its sharpest drop since April, halting program trading and dragging down chip giants Samsung and SK Hynix. The selloff, fueled by global risk-off sentiment and doubts over AI spending, tests the resilience of one of the world's hottest equity markets.

Feb 2, 2026

World

From Solidarity to Scrutiny: How Ukraine's View on Palestine Is Evolving Amid War and Shifting Alliances

As the war in Ukraine grinds on and U.S. support appears to waver, a nuanced public debate over Gaza is emerging in Kyiv, challenging earlier unequivocal backing for Israel and revealing complex parallels in perceived injustice.

Feb 2, 2026

Business

Beyond the Hype: Two Hardware Plays Poised to Capitalize on AI's Next Phase in 2026

As the generative AI boom matures, profitability remains elusive for many software firms. We examine why investors are shifting focus to the essential hardware enablers, spotlighting Micron and Broadcom.

Feb 2, 2026

Business

Energy Transfer Raises Payouts, Commits Billions to Pipeline Expansion in Dual-Pronged Strategy

Energy Transfer LP announced a significant increase to its quarterly distribution alongside a multi-billion dollar capital expenditure plan for new pipeline and infrastructure projects, signaling confidence in its cash flow stability and long-term growth prospects.

Feb 2, 2026

Business

Seagate Soars on AI-Driven Earnings Beat, Bullish Long-Term Outlook for HAMR Storage

Seagate Technology Holdings' stock surged following a strong fiscal Q2 report, fueled by robust demand from AI and data center markets. The company's revenue guidance and multi-year visibility for its advanced HAMR-based storage platform signal confidence in sustained growth, though execution risks remain.

Feb 2, 2026

Business

Burkhalter Holding AG: Retail Investors Hold Largest Stake at 45%, Insiders Maintain Strong Influence

Shareholder analysis reveals a distinctive ownership structure at Swiss electrical engineering group Burkhalter Holding, where retail investors collectively hold the largest stake, while insiders retain significant control. This balance of power highlights both broad public interest and strong managerial alignment in the CHF1.5 billion company.

Feb 2, 2026

Business

CrossCurve Bridge Exploit Highlights Persistent DeFi Security Woes, $3M Drained

Cross-chain protocol CrossCurve has been exploited for an estimated $3 million, with a critical smart contract flaw allowing unauthorized fund withdrawals across multiple blockchains. The incident renews scrutiny on bridge security and user protections in decentralized finance.

Feb 2, 2026

World

Peace Talks Delayed, Then Drone Strike: Russian Attack Kills Ukrainian Miners Returning From Shift

A Russian drone strike targeted a bus carrying coal miners in central Ukraine, killing at least a dozen workers hours after Kyiv announced a postponement of diplomatic negotiations. The attack, condemned as a deliberate strike on civilians, marks one of the deadliest single incidents for Ukraine's energy sector since the invasion began.

Feb 2, 2026

Business

Arrow Electronics Shares Defy Gravity: Is the Rally Sustainable or a Value Trap?

Arrow Electronics (ARW) shares have climbed steadily in recent months, pushing year-to-date gains past 17%. Yet, the rally lacks a clear catalyst, leaving investors to debate whether the stock is undervalued or simply overextended ahead of potential headwinds.

Feb 2, 2026