Bidding War

Business

Siemens Bets Big on Digital Infrastructure: Can Share Buybacks and New Tech Ventures Drive Growth?

Siemens AG is doubling down on its digital transformation, channeling investments into battery storage, AI-driven industrial solutions, and data analytics while continuing a substantial share repurchase program. This analysis examines whether these strategic moves can translate into sustainable shareholder value amid a complex financial landscape.

Jan 30, 2026

Business

Cantor Fitzgerald Bullish on Sterling Infrastructure, Sees Multi-Year Boom in Engineering & Construction

Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.

Jan 30, 2026

Business

Argus Boosts Sanmina Price Target to $200, Citing Strong Earnings and Resilient Operations

Analyst firm Argus has raised its price target for Sanmina Corporation (SANM) to $200, maintaining a Buy rating following the company's better-than-expected Q1 2026 results and robust positioning in key growth markets.

Jan 30, 2026

Business

InterDigital Projects Robust Growth Through 2026, Bolstered by New LG Electronics Pact

InterDigital (NASDAQ: IDCC) has laid out an ambitious financial roadmap for fiscal year 2026, forecasting revenues up to $775 million. The outlook is supported by a newly inked licensing agreement with LG Electronics and a key smartphone renewal, signaling strong momentum in its patent portfolio.

Jan 30, 2026

Business

Citi Doubles Down on AppLovin: Maintains Buy Rating with $820 Target, Citing E-Commerce Surge

Citigroup reaffirms its bullish stance on AppLovin (APP), highlighting the rapid adoption of its Axon platform by e-commerce clients and improved customer quality as key growth drivers, with a price target of $820.

Jan 30, 2026

Business

Needham Reaffirms Bullish Stance on TeraWulf, Sees Strategic Pivot to AI Infrastructure as Key Driver

Investment firm Needham & Company has reiterated its Buy rating and $21 price target for TeraWulf (WULF), citing the company's strategic shift from Bitcoin mining to high-performance computing and AI infrastructure as a core growth catalyst.

Jan 30, 2026

Business

Needham Reaffirms Bullish Stance on D-Wave Quantum, Sees $48 Price Target Following Key Acquisition

Analyst Quinn Bolton of Needham maintains a Buy rating on D-Wave Quantum (QBTS), highlighting the company's strengthened competitive position after its acquisition of Quantum Circuits, which creates the world's only dual-platform quantum computing firm.

Jan 30, 2026

Business

Rigetti Computing Stock Upgraded to 'Buy' by B. Riley Following Major Quantum Computer Order from India

B. Riley analyst Craig Ellis has upgraded Rigetti Computing (NASDAQ: RGTI) from 'Neutral' to 'Buy', maintaining a $35 price target. The upgrade follows the company's announcement of an $8.4 million order to supply a 108-qubit quantum computer to India's premier R&D agency, C-DAC, providing clearer visibility into its 2026 commercial trajectory.

Jan 30, 2026

Business

Nvidia's AI Dominance: A Five-Year Outlook on Stock Performance and Market Trajectory

Fueled by explosive growth in AI infrastructure spending, Nvidia's commanding market position sets the stage for significant potential gains. Analysts project a revenue path that could see its stock reach new heights by the end of the decade.

Jan 30, 2026

Business

Analyst Defends Oracle as a 'Decade Stock' Despite Mounting Debt, AI Pressures

Oracle shares face continued pressure over debt and AI infrastructure costs, but Guggenheim's bullish $400 price target suggests potential for a multi-year rebound if execution risks are managed.

Jan 30, 2026

Business

Royal Caribbean Charts Aggressive Expansion with $5 Billion Fleet Investment, CFO Says

As demand surges post-pandemic, Royal Caribbean Group is committing billions to new ships and destinations. CFO Naftali Holtz details the balancing act between ambitious growth, shareholder returns, and leveraging AI to enhance the passenger experience.

Jan 30, 2026

Business

Altria: A High-Yield Dividend Play Defying Headwinds in a Shifting Market

As interest rates retreat, income investors are revisiting blue-chip dividend stocks. Altria (MO), with its 7.1% yield and decades of payout growth, presents a compelling, if controversial, case for capital preservation and income generation.

Jan 30, 2026

Business

Box Unveils AI-Powered 'Extract' Platform, Fueling Analyst Optimism for Cloud Stock

Box, Inc. strengthens its enterprise cloud offerings with the general release of Box Extract, an AI-driven data intelligence tool. The launch coincides with bullish analyst sentiment, including a Citi price target suggesting significant upside.

Jan 30, 2026

Business

Executive Moves: January Sees Key HR Leadership Shifts at Chipotle, Bridgestone and Beyond

The new year kicked off with significant personnel changes in the human resources executive suite, highlighting strategic expansions of roles and notable returns to former companies.

Jan 30, 2026

Business

Verizon Bets on AI and Leaner Operations to Curb Customer Exodus

Facing stiff competition, Verizon is deploying AI at scale and restructuring its operations—funded partly by recent layoffs—to simplify customer interactions and rebuild loyalty in a saturated market.

Jan 30, 2026

Business

From 'Trusted' to 'Emergency': FINRA Proposes Key Terminology Shift to Boost Investor Safeguards

With low adoption rates for brokerage 'trusted contacts,' regulators are considering a simple name change to 'emergency contact' to reduce confusion, ease client concerns, and strengthen protections against financial exploitation.

Jan 30, 2026

Business

Nutanix Downgraded by Barclays and Morgan Stanley, Yet Analysts Still See Significant Upside

Despite recent downgrades from two major Wall Street firms, analysts maintain that Nutanix (NTNX) shares hold substantial upside potential, even as questions emerge about the pace of its near-term growth.

Jan 30, 2026

Business

Israel Bets on Nebius Group to Power National AI Ambitions with Supercomputer Contract

Nebius Group secures a pivotal government contract to operate Israel's national AI supercomputer, boosting its credibility and positioning it at the heart of the country's tech ecosystem, as analysts eye its growth potential.

Jan 30, 2026

Business

Bitcoin Stands Firm as Precious Metals Plummet Amid Fed Nomination Turmoil

In a dramatic market reversal, Bitcoin demonstrates resilience while gold and silver experience historic single-day declines, triggered by shifting interest rate expectations following a surprise Federal Reserve chair nomination.

Jan 30, 2026

Business

A Tale of Two Havens: Silver's Supply Squeeze Diverges Sharply from Bitcoin's Macro Woes

Once hailed as twin hedges against fiat currency, silver and Bitcoin are now charting starkly different courses. Driven by a tangible industrial shortage, silver's historic rally contrasts with Bitcoin's slump, which is increasingly tethered to broader financial liquidity and risk sentiment.

Jan 30, 2026