CE Mark

Business

Alphabet Bets Big: $185B Capex Surge for AI and India Expansion Tests Investor Faith

Alphabet's record Q4 2025 results are overshadowed by a massive planned increase in capital expenditures, targeting up to $185 billion in 2026 to fuel its global AI and cloud ambitions, including a major physical expansion in India. The move signals a high-stakes pivot that is reshaping the investment thesis around the tech giant.

Feb 5, 2026

Business

Tempus AI: The Data Flywheel Powering a New Era in Precision Medicine

As Tempus AI reaches a key financial milestone, investors are betting its unique combination of diagnostic testing and AI-driven data insights will redefine healthcare profitability.

Feb 5, 2026

Business

Chipotle's Stock Slump: A Cyclical Setback or a Rare Buying Opportunity?

After a sharp derating, Chipotle Mexican Grill's stock is trading near multi-year lows. While facing cyclical headwinds, analysts argue its core growth engine remains intact, presenting a potential entry point for long-term investors.

Feb 5, 2026

Business

Powering the Pacific Northwest's Boom: Why Portland General Electric (POR) Is Gaining Investor Attention

Amidst surging regional power demand from tech and industrial expansion, Portland General Electric (POR) is positioning itself as a critical infrastructure player. With robust financials, strategic clean energy investments, and a reliable dividend, the Oregon utility presents a compelling case for growth-oriented income investors.

Feb 5, 2026

Business

Netflix's Pivot: From Growth Darling to Cash Flow Powerhouse

As Netflix shifts its focus from subscriber growth to profitability, a new bullish case emerges. With record margins, strong cash flow, and a reset valuation, analysts argue the streaming giant's mature phase may be its most lucrative yet.

Feb 5, 2026

Business

Aflac Navigates Headwinds to Deliver Steady Q4, Eyes Strategic Capital Deployment

Aflac reports modest Q4 2025 earnings growth, balancing underwriting strength in Japan against investment income pressures. The insurer highlights robust capital levels and a continued $1.1 billion return to shareholders via buybacks and dividends.

Feb 5, 2026

Business

Adient Raises Full-Year Outlook After Resilient Q1, Citing Onshoring Wins and China Growth

Automotive seating giant Adient posted a stronger-than-expected start to fiscal 2026, lifting its annual forecast on the back of robust growth in China and significant new North American onshoring business, which management now values at $500 million in future revenue.

Feb 5, 2026

Business

Singapore's 17LIVE Eyes Profitability Within the Year, Analysts Project

Singapore-listed live streaming platform 17LIVE Group Limited (SGX:LVR) is projected by analysts to reach breakeven by 2026, following a period of significant investment and rapid growth expectations.

Feb 5, 2026

Business

Gorman-Rupp Set to Report Q4 Earnings Amid Sector Momentum

The pump manufacturer Gorman-Rupp (GRC) is scheduled to release its fourth-quarter financial results this Friday, with investors watching closely for signs of sustained growth in the industrial equipment sector.

Feb 5, 2026

US

Charlotte Firefighters Brave Icy Waters to Rescue Stranded Driver from Submerged Truck

In a dramatic nighttime operation during a winter storm, Charlotte firefighters used an inflatable raft to rescue a driver found standing on the bed of a pickup truck that had plunged into a frigid retention pond.

Feb 5, 2026

Business

Memory Crunch Squeezes Smartphone Giants: Qualcomm, Arm Feel the Pinch as Chip Sales Falter

A persistent industry-wide memory shortage is hampering smartphone production and denting sales forecasts for key chip sector players Qualcomm and Arm Holdings, with executives warning the supply constraints could extend for years.

Feb 5, 2026

Business

Alphabet Defies Tech Jitters with Robust Q4, Analysts See AI Investments Paying Off

Alphabet's stronger-than-expected fourth-quarter results provided a welcome respite for the tech sector, easing fears of a broader selloff. While heavy AI spending continues, analysts highlight the company's vertical integration and Google Cloud's surging profitability as key competitive advantages.

Feb 5, 2026

Business

Altria's Rally: Has the Tobacco Giant's Run Left Value on the Table?

Despite a powerful multi-year surge, a deep dive into Altria Group's valuation suggests its shares may still be trading at a significant discount. We analyze the DCF and P/E metrics behind the numbers and what they mean for investors eyeing the stock after its 120% five-year climb.

Feb 5, 2026

Business

Beyond the Hype: Can Lemonade's AI-Driven Model Finally Deliver Profits?

A detailed analysis of the bullish investment thesis for insurtech disruptor Lemonade, Inc. (LMND), examining its path to profitability, AI-powered scaling, and the significant challenges that remain.

Feb 5, 2026

Business

Crocs Stock: A Contrarian Bet on Comfort and Cash Flow

Despite lingering skepticism over its HEYDUDE acquisition, Crocs, Inc. (CROX) presents a compelling value case. With a rock-bottom valuation, aggressive buybacks, and resilient international growth, the iconic clog maker is betting that its financial discipline can outshine fashion risk.

Feb 5, 2026

Business

Tariffs' Toll: Fayetteville Small Businesses Struggle to Survive One Year Into Trade Policy Shift

A year after the implementation of sweeping tariffs on imports, small business owners in the Fayetteville area describe a sustained squeeze on profits, with some dipping into personal savings to stay afloat amidst rising costs and complex supply chains.

Feb 5, 2026

Business

Twin Disc Navigates Tariff Headwinds as Record Backlog Signals Future Strength

While posting a record $175.3 million backlog, Twin Disc's Q2 profitability was pressured by tariff-related shipment delays and one-time operational costs. Management outlines mitigation strategies as defense and industrial segments show robust growth.

Feb 5, 2026

Business

TTM Technologies Surges on AI and Defense Demand, Posts Record Quarter and Ambitious Growth Outlook

TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.

Feb 5, 2026

Business

European Lithium Bolsters War Chest with $45M Share Sale, Retains Key Stake in Critical Metals

European Lithium Ltd. has fortified its financial position, raising approximately A$45 million through a strategic sale of shares in Nasdaq-listed Critical Metals Corp. The move boosts its cash reserves while preserving a significant, influential stake in the rare earths and lithium player.

Feb 5, 2026

Business

PTC Posts Solid Q1, Points to Deferred ARR Surge and AI Integration as Future Growth Drivers

PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.

Feb 5, 2026