Analyst Downgrade

Business

UPS Bets on RFID Tech to Sharpen Competitive Edge in Logistics Race

UPS is equipping all 5,500 of its retail stores with RFID tracking, a significant expansion of its automation drive aimed at improving package visibility and reducing errors. The move highlights the company's focus on operational efficiency as it vies for higher-margin commercial clients in a competitive landscape dominated by FedEx and Amazon.

Feb 5, 2026

Business

Nvidia in Advanced Talks for Major OpenAI Stake, Cementing AI Alliance Amid Market Flux

Nvidia is in late-stage negotiations to acquire a multibillion-dollar equity stake in OpenAI, a move that would solidify their strategic partnership and reshape the competitive AI hardware landscape. The potential investment comes as both companies navigate evolving U.S. export controls and OpenAI's exploration of alternative chip suppliers.

Feb 5, 2026

Business

DaVita Hits Profitability Milestone in Integrated Kidney Care, Partners with Elara to Accelerate Home-Based Services

DaVita Inc. announces its Integrated Kidney Care (IKC) program has turned profitable for the first time, marking a significant shift in its value-based care strategy. Concurrently, a new partnership with home care provider Elara Caring aims to expand patient access to coordinated, home-based kidney services, positioning the company for renewed growth in a competitive landscape.

Feb 5, 2026

Business

Blue Owl Capital's Steep Decline: Is the Alternative Asset Manager a Value Trap or a Buying Opportunity?

Shares of Blue Owl Capital have tumbled nearly 50% over the past year, starkly underperforming the broader market and raising questions about its valuation and future prospects. We examine the conflicting signals from different valuation models and what they mean for investors.

Feb 5, 2026

Business

Publicis Groupe Shares Tumble: Is the Advertising Giant Now a Bargain?

Shares of Publicis Groupe have fallen sharply in recent weeks, raising questions about whether the market has overcorrected. A deep dive into the numbers reveals a significant gap between the current stock price and several key valuation metrics.

Feb 5, 2026

Business

Digital Realty Expands into Malaysia with Cyberjaya Data Center Acquisition

Digital Realty Trust has confirmed its entry into the Malaysian market with the acquisition of the TelcoHub 1 data center in Cyberjaya. The move, set to close in the first half of 2026, includes adjacent land for future expansion and is seen as a strategic step to deepen the company's interconnectivity across Southeast Asia's growing digital economy.

Feb 5, 2026

Business

Kenvue's Fate Sealed: Shareholders Greenlight Kimberly-Clark Takeover

Shareholders of both Kenvue and Kimberly-Clark have voted to approve the acquisition, clearing a major hurdle for the deal that will absorb the consumer health giant into the broader personal care conglomerate.

Feb 5, 2026

Business

Wabtec and Union Pacific Forge $1.2 Billion Landmark Deal to Modernize Fleet, Signaling Rail Industry's Digital Shift

Wabtec Corporation and Union Pacific Railroad have inked a historic $1.2 billion agreement to upgrade 1,700 locomotives, marking the largest modernization program in North American rail history and spotlighting the industry's push for efficiency and digital transformation.

Feb 5, 2026

Business

Newmont Shares Slide 11% Amid Gold Market Turbulence and Earnings Uncertainty

Newmont Corporation faces heightened volatility as investors weigh gold price swings, integration of Newcrest assets, and cost pressures ahead of its February 2026 earnings report. The stock's recent pullback underscores the market's sensitivity to both macroeconomic factors and company-specific execution risks.

Feb 5, 2026

Business

DraftKings' Growth Engine Slows: User Gains Stagnate, Margins Tighten

DraftKings Inc. is showing signs of strain as its once-explosive user growth decelerates and profitability metrics weaken, raising questions about the online sports betting giant's path to sustainable earnings. With the stock (NasdaqGS: DKNG) down sharply this year, investors are scrutinizing the cost of customer acquisition in an increasingly competitive and regulated market.

Feb 5, 2026

Business

Comfort Systems USA Joins S&P 500 Amid Leadership Transition and Dividend Boost

Comfort Systems USA (NYSE:FIX) enters the S&P 500 index, announces a future leadership change with Trent T. McKenna as incoming President and COO, and raises its dividend for the 13th consecutive year, signaling strength in its building systems business.

Feb 5, 2026

US

DHS Chief Noem Vows to Prosecute 'Prolific Leaker,' Citing Risk to Federal Agents

Homeland Security Secretary Kristi Noem announced the identification of an alleged internal leaker, promising a criminal referral to the Justice Department amid heightened threats against law enforcement personnel.

Feb 5, 2026

Business

Snap's Q4 Earnings Show Revenue Growth Amid User Decline, as Company Bets Big on Hardware Diversification

Snap Inc. reported a 10% year-over-year revenue increase to $1.7 billion in Q4, driven by subscription growth, even as daily active users dipped slightly. The company is accelerating its hardware ambitions with new AR glasses while navigating fierce social media competition.

Feb 5, 2026

World

Chinese Asylum Seeker Released After Judge Rules Against Deportation

Guan Heng, who documented conditions in Xinjiang, has been freed from U.S. immigration detention and reunited with his mother following a grant of asylum, ending a five-month ordeal that drew congressional attention.

Feb 5, 2026

US

Erika Kirk Fights for Courtroom Transparency in Husband's Murder Trial, Expands TPUSA's Youth Outreach in Montana

Turning Point USA CEO Erika Kirk is advocating for televised coverage of Tyler Robinson's trial for the alleged assassination of Charlie Kirk, while announcing a new partnership to grow the Club America program in Montana high schools.

Feb 5, 2026

Business

Kennametal Beats Estimates, Raises Outlook on Strong Pricing and Energy Sector Wins

Kennametal posts robust Q2 FY2026 results, exceeding sales and EPS forecasts. The industrial tooling leader cites strategic wins in energy and aerospace, effective pricing actions to counter soaring tungsten costs, and an upgraded full-year outlook as key drivers.

Feb 5, 2026

Business

BrightView's Transformation Fails to Impress as Shares Tumble on Weak Earnings

The commercial landscaping giant's latest quarterly results, featuring a widening net loss despite modest revenue growth, cast doubt on the efficacy of its ongoing 'One BrightView' strategic overhaul and sparked a sharp sell-off.

Feb 5, 2026

Business

Alphabet Posts Stellar Earnings, Bets Big on AI with Record $180bn Capex Plan

Google's parent company Alphabet shattered profit forecasts with a $34.5bn quarterly haul, fueled by a 48% cloud revenue surge, as it outlines aggressive plans to nearly double capital expenditures to dominate the AI infrastructure race.

Feb 5, 2026

Business

Alphabet Surpasses $400 Billion in Annual Revenue, Doubles Down on AI Spending

Google's parent company Alphabet reported record-breaking earnings, crossing the $400 billion annual revenue mark for the first time. The tech giant announced plans to nearly double its capital expenditures in 2026 to meet surging demand for AI and cloud services, even as its core advertising business continues to fuel its ambitious investments.

Feb 5, 2026

Business

Fed Governor Lisa Cook Advocates Patience, Calls Current Policy Rate Only 'Mildly Restrictive'

Federal Reserve Governor Lisa Cook signaled a cautious stance on further rate cuts, stating the current policy setting is only mildly restrictive and that the Fed should wait to assess the impact of previous easing amid evolving labor market and inflation data.

Feb 5, 2026