Ares Management

Business

RTX's Defense Unit Secures Key Contracts and Test Milestones, But Valuation Concerns Loom

Raytheon, an RTX business, achieves a critical ballistic flight test for the U.S. Army's new interceptor while securing over $1.2 billion in new defense contracts. These wins solidify its role in next-generation air defense but come as the company's stock trades near record highs, prompting investor scrutiny over future growth.

Feb 2, 2026

Business

Arista Networks: AI Infrastructure Bet Delivers Stellar Returns, But Valuation Questions Loom

Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.

Feb 2, 2026

Business

Capital Southwest Tops Revenue Forecasts in Q4, Though Earnings Per Share Slightly Miss

Capital Southwest Corporation (NASDAQ: CSWC) reported strong fourth-quarter revenue growth of 18.2%, surpassing Wall Street expectations. However, the business development company's GAAP earnings per share came in modestly below analyst consensus estimates.

Feb 2, 2026

Business

Chevron Extends Dividend Growth Streak to 39 Years, Fueled by Record Cash Flow and Strategic Expansion

Chevron Corporation raises its dividend for the 39th consecutive year, backed by robust operational performance, strategic acquisitions like Hess, and a diversified growth pipeline that promises sustained shareholder returns.

Feb 2, 2026

Business

Musk's SpaceX and xAI to Merge in Landmark $1.25 Trillion Deal Ahead of Public Offering

Elon Musk is set to combine his aerospace giant SpaceX with his artificial intelligence venture xAI, creating a single entity valued at $1.25 trillion ahead of a highly anticipated IPO later this year, according to a Bloomberg report.

Feb 2, 2026

Business

Polaris Bets on High-Tech Off-Roading While Maintaining Its Dividend Streak

Powersports giant Polaris unveils an industry-first active suspension system in its flagship RZR, alongside approving its 31st consecutive annual dividend increase, signaling a dual focus on innovation and shareholder returns amid portfolio restructuring.

Feb 2, 2026

Business

Netflix's All-Cash Bid for Warner Bros. Discovery: A High-Stakes Gamble on Content and Capital

Netflix's bold, all-cash offer to acquire Warner Bros. Discovery for an estimated $72-83 billion is testing investor confidence and regulatory boundaries. The proposed mega-deal, which would dramatically reshape the streaming landscape, faces intense scrutiny over antitrust concerns and the strain it could place on Netflix's historically disciplined balance sheet.

Feb 2, 2026

Business

Rigetti Computing Lands Major Quantum Computer Deal with India's C-DAC, Expanding Global Government Footprint

Rigetti Computing secures a significant order to deliver a 108-qubit quantum system to India's Centre for Development of Advanced Computing, marking a key commercial milestone and international expansion for the company amidst volatile stock performance.

Feb 2, 2026

Business

SoFi's Billion-Dollar Milestone: Is the Fintech's Valuation Running Ahead of Reality?

SoFi Technologies dazzles with its first $1 billion revenue quarter and a push into crypto payments, but a stark valuation gap has emerged, raising questions about whether its stock price has already outpaced its growth narrative.

Feb 2, 2026

Business

Devon and Coterra Forge a Permian Powerhouse: Merger Creates Delaware Basin Giant

In a landmark consolidation move, Devon Energy and Coterra Energy have agreed to an all-stock merger, positioning the combined entity as a dominant force in the prolific Delaware Basin. The deal signals a strategic shift towards scale and capital efficiency in the U.S. shale sector.

Feb 2, 2026

Business

U.S. Treasury Sets Borrowing Pace: $574 Billion Needed in Early 2026, Q2 Estimate at $109 Billion

The U.S. Treasury Department has outlined its borrowing needs for the first half of 2026, projecting $574 billion in net marketable debt for Q1 followed by a significantly lower $109 billion for Q2, amid adjustments to cash flow forecasts and federal cash balances.

Feb 2, 2026

Business

Palantir's Surveillance Tech Faces Scrutiny as Government Contracts Fuel Record Growth

Amid surging government revenue and public protests over its ICE contracts, Palantir CEO Alex Karp defends the company's controversial surveillance technology, framing it as a safeguard against state overreach rather than an enabler.

Feb 2, 2026

Business

Google's Project Genie AI Stirs Unease in Gaming: A Glimpse of Disruption or Premarket Jitters?

The limited release of Google's world-building AI tool, Project Genie, has sent ripples through Wall Street and developer circles, reigniting debates about automation's role in creative industries.

Feb 2, 2026

Business

Tax Season Headaches Ahead: IRS Staffing Cuts and New Laws Threaten Refund Delays

A perfect storm of deep personnel cuts, leadership instability, and sweeping tax code changes is set to challenge the IRS during the upcoming filing season, potentially slowing refunds for millions. Experts advise electronic filing and direct deposit to navigate the hurdles.

Feb 2, 2026

Business

Beyond the Beaver Nuggets: Inside Buc-ee's High-Wage Strategy and Its Workforce Impact

The Texas-born travel center giant Buc-ee's is renowned for massive stores and spotless restrooms. But its most disruptive industry practice might be its pay scale, which far exceeds typical convenience store wages and fuels intense competition for jobs.

Feb 2, 2026

Business

Energy Sector Outperforms: Two Dividend Powerhouses for Steady Income in 2026

As the energy sector leads the market in early 2026, ConocoPhillips and Kinder Morgan emerge as compelling picks for investors seeking reliable, growing dividends backed by strong fundamentals and strategic positioning.

Feb 2, 2026

Business

Oracle's $50 Billion AI Bet Sends Stock on a Rollercoaster Ride

Oracle's ambitious plan to raise up to $50 billion for AI infrastructure has triggered volatile swings in its share price, reflecting broader investor anxiety over the massive capital demands of the artificial intelligence arms race.

Feb 2, 2026

Business

Ramelius Resources (ASX:RMS) Delivers Stellar Returns on Capital, Drawing Investor Scrutiny

Amid a volatile market for mining stocks, Ramelius Resources stands out with a consistently high Return on Capital Employed (ROCE) of 30%, significantly outpacing its industry peers and fueling its multi-bagger potential.

Feb 2, 2026

Business

A Personal Mission: CEO Ray Blanchette Bets on Nostalgia and Innovation to Revive TGI Fridays

After a tumultuous period of bankruptcy and closures, TGI Fridays CEO Ray Blanchette is steering a deeply personal turnaround. Early results from holiday pop-ups and a revamped brand voice show promise, but the road to 1,000 restaurants remains steep.

Feb 2, 2026

Business

Navigating Market Uncertainty: Two Vanguard ETFs Poised for Resilience in a Potential 2026 Downturn

As economic anxieties mount, strategic diversification remains paramount. We examine two Vanguard ETFs that could offer stability and long-term growth opportunities should market conditions deteriorate.

Feb 2, 2026