Ally Financial

Business

Deep Value or Value Trap? The Bull Case for Ad-Tech's Criteo Amid Market Skepticism

Criteo S.A. (NASDAQ: CRTO), the ad-tech firm, is trading at near-historic low valuations, sparking a debate among value investors. While its legacy business faces well-documented headwinds, its growing Retail Media segment and aggressive capital returns present a potential asymmetric opportunity, according to a bullish thesis gaining traction online.

Feb 3, 2026

Business

Oatly's Turnaround Gains Momentum: First Operating Profit in a Decee Sparks Bullish Sentiment

After years of struggle, Oatly Group AB (OTLY) is showing concrete signs of a sustainable turnaround, posting its first quarterly operating profit in ten years. Strategic moves, including debt restructuring and a key investor stake, are fueling optimism for the oatmilk pioneer's path to profitability.

Feb 3, 2026

Business

FutureFuel Corp. (FF): A Deep Value Play in Biofuels and Chemicals

Amid regulatory uncertainty, FutureFuel Corp.'s strategic pivot to its higher-margin specialty chemicals business and a fortress balance sheet are drawing investor attention. With shares trading near multi-year lows, bulls see a potential multi-bagger if policy headwinds abate.

Feb 3, 2026

Business

Etsy's Steep Decline: A Value Trap or a Hidden Opportunity?

Etsy's stock has plummeted nearly 77% over five years, raising critical questions about its future. While a discounted cash flow model suggests significant undervaluation, its lofty P/E ratio tells a more cautious tale. We examine the conflicting signals and what they mean for investors.

Feb 3, 2026

World

AI-Generated Images Falsely Link NYC Mayor to Epstein Circle, Sparking Misinformation Fears

A series of fabricated images purporting to show New York City Mayor Zohran Mamdani and his mother with Jeffrey Epstein and other prominent figures spread across social media this week, highlighting the escalating challenge of AI-driven political disinformation.

Feb 3, 2026

US

Bongino Returns to Airwaves, Defends FBI's Epstein Review and Blasts 'Doomers' in MAGA Ranks

In his first podcast since leaving the FBI, former co-deputy director Dan Bongino staunchly defended the agency's handling of the Jeffrey Epstein files, attacked internal critics, and revealed details of a conversation with former President Donald Trump, who suggested his media platform might be more valuable than his government post.

Feb 3, 2026

US

Congress Nears Deal to End Brief Shutdown, Kicks Homeland Security Funding Fight Down the Road

The House is poised to vote Tuesday on a Senate-passed funding package to reopen most federal agencies, while a two-week stopgap for the Department of Homeland Security sets the stage for a fierce immigration policy battle.

Feb 3, 2026

US

DOJ's Epstein Document Release Exposes Survivors' Identities, Sparking Outrage and Legal Demands

A massive release of Jeffrey Epstein investigation files by the Justice Department has left survivors reeling after personal information, including names and confidential statements, was left unredacted. Lawyers allege a "historic violation" of privacy, prompting urgent calls for judicial intervention.

Feb 3, 2026

Business

Hokuetsu's Leadership Shake-Up and Sales Revamp: A Turnaround Bet or a Risky Pivot?

Following a significant boardroom reshuffle and a strategic overhaul of its sales divisions, Japanese paper giant Hokuetsu (TSE:3865) finds itself at a critical juncture. With its stock showing signs of undervaluation against a backdrop of volatile returns, investors are weighing the potential of its new direction against the risks of execution.

Feb 3, 2026

Business

Adtalem Bets Big on Buybacks: A Strategic Pivot in Healthcare Education?

Adtalem Global Education posts strong Q2 fiscal 2026 results, raising revenue to $503.39M and net income to $76.38M, while reaffirming full-year guidance. The company's new $750M share repurchase authorization signals a dual commitment to capital returns and strategic growth in its healthcare education portfolio, even as regulatory and enrollment challenges linger.

Feb 3, 2026

Business

FedEx CEO Charts Cautious Path on Robotics, Bets Big on AI for Global Network

While aggressively deploying AI across its vast logistics network, FedEx is taking a measured, pilot-stage approach to warehouse automation and drones, CEO Raj Subramaniam tells The New York Times. The shipping giant, handling $2 trillion in global commerce, prioritizes scalable infrastructure over unproven robotics for its 17 million daily packages.

Feb 3, 2026

World

Costa Rica Elects Populist Successor, Backing Hardline Security Agenda Amid Crime Surge

Laura Fernández of the Sovereign People's Party secures the presidency, vowing to extend outgoing leader Rodrigo Chaves's tough-on-crime policies as the nation grapples with escalating violence.

Feb 3, 2026

US

Texas GOP's House Map in Doubt After Stunning Democratic Flip in Deep-Red District

A Democrat's symbolic victory in a Texas Senate district, which Trump won by 17 points, sends shockwaves through Republican strategy to retain the U.S. House, highlighting potential cracks in GOP support among suburban and Hispanic voters.

Feb 3, 2026

Business

Beyond the Growth Narrative: How Paycom's Beti Drives Profitability Through Customer Maturity

While many SaaS stocks are valued on revenue growth, Paycom Software presents a compelling, counterintuitive investment case. Its secret lies in a unique margin expansion engine powered by its Beti platform, which transforms customer maturity into sustained profitability and deepens client lock-in.

Feb 3, 2026

Business

AXT, Inc.: The Unseen Semiconductor Play Powering the AI Infrastructure Boom

As data centers scramble to upgrade for the AI era, a critical bottleneck has emerged in optical communications. AXT, Inc., a specialist in compound semiconductor substrates, finds itself at the center of this shift, leveraging a unique supply chain advantage to meet explosive demand for indium phosphide.

Feb 3, 2026

Business

NANO Nuclear Energy Inc. Gains Traction as Investors Eye Next-Gen Nuclear for AI and Electrification Boom

Amid surging power demands from AI and electrification, NANO Nuclear Energy Inc. (NNE) is attracting bullish investor attention. Analysts point to its microreactor technology as a potential solution for decentralized, high-density energy needs, drawing comparisons to infrastructure giant NextEra Energy's growth trajectory.

Feb 3, 2026

Business

Hormel Foods: The Case for a Dividend Powerhouse in Volatile Times

Amid market uncertainty, a detailed analysis makes the case for Hormel Foods (HRL) as a resilient, income-generating investment, backed by its 59-year dividend growth streak and iconic brand portfolio.

Feb 3, 2026

World

Cuba Confirms Diplomatic Contacts with U.S., Denies Formal Negotiations Amid Deepening Crisis

Havana acknowledges 'communications' with the Trump administration but stops short of confirming talks, as fuel shortages and U.S. pressure push the island toward a humanitarian brink.

Feb 3, 2026

US

DOJ Weighs Appeal in Case of 5-Year-Old Released from ICE Custody, Spotlighting Trump's Detention Policies

The Department of Justice may challenge a federal judge's order to release a five-year-old boy and his father from immigration detention, a case that has ignited debate over the administration's aggressive enforcement tactics and the conditions inside family detention centers.

Feb 3, 2026

US

ICE Operation Targets Convicted Felons Among Undocumented Population

A nationwide ICE operation over the weekend led to the arrest of undocumented immigrants with convictions for serious crimes including murder, sexual assault, and drug trafficking, according to the Department of Homeland Security.

Feb 3, 2026