Beef Supply

Business

Genuine Parts Stock: A Value Play After a 25% Surge, or Running Out of Road?

Genuine Parts Company (NYSE: GPC) shares have delivered impressive 25.8% returns over the past year, outpacing broader market indices. As the stock hovers around $141, investors are divided: is this automotive and industrial parts distributor still a bargain, or has the rally priced in all future gains? A deep dive into valuation metrics reveals a complex picture.

Feb 3, 2026

Business

U.S. Bets $12 Billion on Critical Minerals Stockpile, Boosting Domestic Producers Like USA Rare Earth

The Biden administration's 'Project Vault' initiative aims to reduce American dependence on Chinese rare earths, creating a potential windfall for domestic, integrated suppliers. USA Rare Earth stands at the intersection of major policy pushes and federal funding.

Feb 3, 2026

Business

Beyond the AI Boom: How Nvidia and Broadcom Are Fueling the Next Wave of Tech Giants

As private AI leaders like Anthropic project staggering revenue growth, the spotlight turns to the public-market hardware titans whose chips form the backbone of this expansion. Nvidia and Broadcom are positioned as critical, long-term beneficiaries.

Feb 3, 2026

Business

Wipro Shares Surge 6.7% on Launch of New AI-Driven Operating Model

Wipro Ltd. (WIT) saw its stock jump nearly 7% Monday, breaking a three-day decline, following the introduction of 'Wipro Intelligence,' an integrated AI-powered model designed to streamline enterprise transformation for clients.

Feb 3, 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

China's Tech Giants Secure Massive NVIDIA H200 Chip Orders Amid Shifting Semiconductor Policy

Chinese authorities have approved ByteDance, Alibaba, and Tencent to purchase over 400,000 of NVIDIA's flagship H200 AI chips, signaling a pragmatic shift in Beijing's approach to balancing advanced U.S. technology with domestic chip ambitions.

Feb 3, 2026

Business

Bank of America Bullish on Celestica, Initiates Coverage with $400 Price Target

Bank of America has initiated coverage on electronics manufacturing services provider Celestica with a 'Buy' rating, citing the company's strategic position to capitalize on the AI data center infrastructure boom. The firm set a price target of $400, forecasting strong growth driven by custom server and networking switch demand.

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

Vietnam's Military Drafts Contingency Plans Amid Rising US-China Tensions, Internal Document Reveals

A classified Vietnamese military document outlines strategic preparations for a potential conflict involving the United States, reflecting heightened regional anxieties as superpower rivalries intensify in the South China Sea.

Feb 3, 2026

World

Trump's Venezuela Oil Gambit: A Strategic Play Against Russia Faces Steep Hurdles

The Trump administration sees Venezuela's revitalized oil sector as a tool to undercut Russian energy revenues and pressure India to pivot away from Moscow. But crumbling infrastructure, geopolitical risks, and entrenched trade relationships pose significant challenges to this strategic calculus.

Feb 3, 2026

Business

ASML's Unrivaled Grip on Chipmaking Fuels Record Growth, Poising It for a Dominant 2026

Buoyed by a near-monopoly on critical EUV lithography systems and a surge in orders, ASML's stellar 2025 earnings signal continued dominance in the semiconductor equipment sector, making it a focal point for investors eyeing the chip industry's future.

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

Business

Bitcoin's Sharp Pullback Sparks Debate: Cyclical Correction or Store-of-Value Crisis?

Bitcoin's recent 13% monthly decline has reignited a core market debate: is this a temporary liquidity squeeze or a fundamental challenge to its 'digital gold' narrative? Analysts are divided on the path ahead as traditional safe havens also wobble.

Feb 3, 2026

Business

Medios AG Ownership Reveals Private Firms Hold Sway With 35% Stake

A deep dive into Medios AG's shareholder structure shows private companies hold the largest block at 35%, giving them significant influence over the German healthcare services provider, while institutions own 26%.

Feb 3, 2026

Business

Asia's Tech Titans: Navigating Volatility for High-Growth Returns

Amid global market uncertainty, savvy investors are shifting focus to Asia's resilient technology sector, where companies like Optowide Technologies, Zhejiang Century Huatong, and Digital Garage are demonstrating robust innovation and growth potential despite broader economic headwinds.

Feb 3, 2026

Business

Bargain Hunting in Asia: Three Stocks Trading at Steep Discounts to Intrinsic Value

Amid a complex global market backdrop, several Asian equities appear significantly undervalued based on cash flow projections. We examine three companies—spanning semiconductors, defense, and electronics—trading at discounts of up to 43.8%.

Feb 3, 2026

Business

Insider Confidence: Three Asian Growth Stocks Where Management Has Skin in the Game

In a volatile market, companies with high insider ownership often signal strong alignment between management and shareholders. We examine three Asian growth firms where insiders hold over 30% of the equity.

Feb 3, 2026

Business

Best Buy's Valuation Under Scrutiny Following JPMorgan Downgrade and Growth Concerns

JPMorgan's shift to a Neutral rating on Best Buy (BBY) highlights mounting challenges for the electronics retailer, including a tougher holiday quarter and weakening sales trends. With shares down sharply over the past year, investors are debating whether the stock's steep discount represents a value trap or a buying opportunity.

Feb 3, 2026

Business

Asia's Hidden Treasures: Three Small-Caps Poised for Growth Amid Market Volatility

While global small- and mid-cap stocks face headwinds, savvy investors are turning to Asia for overlooked opportunities. We examine three fundamentally strong companies with compelling growth trajectories.

Feb 3, 2026