Broadband Competition

Business

Fortive's Stock Slump Sparks Valuation Debate: Is the Industrial Tech Firm a Bargain?

Fortive Corporation's shares have retreated over 5% in the past month, prompting investors to re-examine the industrial technology conglomerate's fundamentals. With a renewed focus on its recurring revenue streams and a fair value estimate suggesting upside, analysts are divided on whether the pullback presents a buying opportunity or reflects deeper sector headwinds.

Jan 30, 2026

Business

Aurelius Technologies Berhad: Is the Current Share Price Justified?

A deep dive into the intrinsic value of Aurelius Technologies Berhad (KLSE:ATECH) using a Discounted Cash Flow model suggests a potential disconnect between its market price and fundamental valuation, raising questions for investors.

Jan 30, 2026

Business

Axis Capital Caps 'Outstanding Year' with Record Premiums, Eyes 2026 Growth Amid Market Uncertainty

Axis Capital (AXS) reported robust 2025 results, marked by record premiums and its best underwriting performance in over a decade. While outlining a confident growth trajectory, executives struck a cautious note on cyber insurance and reinsurance headwinds for the coming year.

Jan 30, 2026

Business

Xero's Share Price Slump: A Year of Pain for Investors Amidst Strong Fundamentals

While the broader ASX has climbed nearly 10% over the past year, shareholders of cloud accounting giant Xero have watched their holdings plummet by 47%. This stark divergence raises questions about market sentiment versus the company's underlying performance, which shows surprising resilience.

Jan 30, 2026

Business

XPeng's Stock Slump: Is the EV Maker a Bargain or Overhyped?

As XPeng shares face sustained pressure, a deep dive into its valuation reveals a stark contradiction: while a fundamental cash flow model suggests significant upside, market-based metrics paint a more cautious picture. We analyze the numbers behind the divergence.

Jan 30, 2026

Business

Grab Appoints New Independent Director as It Doubles Down on Grocery, Fintech and Autonomous Vehicle Ambitions

Southeast Asian super app Grab Holdings has appointed Laura Franco to its board, succeeding the retiring Ng Shin Ein. The move signals a governance refresh aimed at steering the company's aggressive expansion into on-demand grocery, financial technology, and next-generation mobility partnerships.

Jan 30, 2026

Business

Regeneron's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Regeneron Pharmaceuticals' shares have softened in recent weeks, lagging behind broader market gains. A deep dive into valuation metrics, including DCF analysis and P/E ratios, suggests the biotech giant may be significantly undervalued. We examine the numbers behind the headlines and what they mean for investors.

Jan 30, 2026

Business

Western Digital's AI Storage Ambitions Face Earnings, Innovation Day Test

As Western Digital prepares to report its fiscal Q2 2026 results and host a key Innovation Day, investors are watching to see if the company's product roadmap and market commentary can justify its soaring stock price and meet burgeoning AI-driven storage demand.

Jan 30, 2026

Business

Veeva Systems: A Buying Opportunity or Overvalued Tech Play? Analysts Weigh In

Veeva Systems' stock has faced recent pressure, declining over 11% in the past year. A deep dive into its valuation reveals a stark contrast: a discounted cash flow model suggests significant upside, while its premium P/E ratio tells a more cautious tale. We examine the numbers and what they mean for investors eyeing the life sciences cloud leader.

Jan 30, 2026

Business

Cullen/Frost Bankers Beats Expectations in Q4 2025, Eyes Growth Amid Rate Uncertainty

Cullen/Frost Bankers Inc. reports strong quarterly earnings, driven by disciplined credit management and strategic expansion, while outlining a cautious yet opportunistic outlook for 2026 in a shifting rate environment.

Jan 30, 2026

Business

MaxLinear Declares 2025 an 'Inflection Year' as Infrastructure and Optical Tech Drive Record Growth

Chip designer MaxLinear capped off a transformative 2025 with a strong fourth quarter, reporting 30% full-year revenue growth and positive cash flow ahead of schedule. CEO Kishore Seendripu pointed to surging demand in data center optical interconnects and wireless infrastructure as key catalysts, positioning the company for even faster growth in 2026.

Jan 30, 2026

Business

Suzuki Overtakes Nissan in Global Sales, Claiming Third Spot Among Japanese Automakers

Suzuki Motor Corporation has surpassed Nissan in worldwide vehicle sales for 2025, securing its position as Japan's third-largest automaker. The shift highlights Suzuki's growing strength in emerging markets and Nissan's ongoing struggles to regain momentum.

Jan 30, 2026

Business

Ciena Shares Surge on Key Optical Network Deals in Europe and Asia-Pacific

Ciena's stock rose sharply following announcements that Telekom Srbija Group and Trans Pacific Networks will deploy its high-capacity optical solutions, highlighting the growing demand for AI-ready network infrastructure in critical global corridors.

Jan 30, 2026

Business

AI Demand Fuels SanDisk's Record Quarter, Signals Structural Shift for NAND Industry

SanDisk's Q2 2026 earnings reveal a 31% sequential revenue surge to $3 billion, driven by AI infrastructure build-out. The company highlights a fundamental industry shift towards long-term agreements as data center demand, now the largest NAND market, reshapes commercial dynamics.

Jan 30, 2026

Business

U.S. Bets Big on Homegrown Rare Earths, Challenging Lynas Amid Leadership Shift

Major U.S. federal investment to build a domestic rare earth supply chain emerges as a direct competitive threat to Lynas Rare Earths, coinciding with the planned retirement of its long-serving CEO Amanda Lacaze. The developments test the Australian miner's strategic position in a market defined by geopolitical tensions and supply security concerns.

Jan 30, 2026

Business

Analysts Revise Zillow Outlook: What's Driving the New Price Target?

Wall Street analysts have issued a revised price target for Zillow Group, signaling a recalibration of expectations around the online real estate giant's business model and competitive standing in a shifting market.

Jan 30, 2026

Business

Lumen Sheds Consumer Fiber, Doubles Down on Enterprise AI with Landmark Certification

Lumen Technologies pivots decisively toward the enterprise sector, achieving a pioneering AI management certification while divesting its remaining consumer fiber assets to AT&T, signaling a strategic consolidation around business and government services.

Jan 30, 2026

Business

Apple Shatters Records as iPhone 17 Demand Defies Market Doubts

Apple's fiscal Q1 2026 results, fueled by "staggering" demand for the iPhone 17, delivered record revenue and a dramatic turnaround in China, silencing critics and reigniting growth.

Jan 30, 2026

Business

Beyond the Bottom Line: Alpha IVF's Cash Flow Concerns Cast Shadow on Reported Profits

While Alpha IVF Group Berhad's latest earnings disappointed the market, a deeper look reveals a significant accrual ratio, raising questions about the quality of its profits and the sustainability of its cash generation.

Jan 30, 2026

Business

Saks OFF 5TH Slashes Store Footprint, Closing Dozens of Outlets in Bankruptcy Restructuring

Saks Global, the parent of luxury retailers Saks Fifth Avenue and Neiman Marcus, will shutter the vast majority of its Saks OFF 5TH off-price stores and all Last Call locations, marking a dramatic retreat from the discount luxury sector as it navigates Chapter 11.

Jan 30, 2026