Clean Energy Investing

Business

Opera Limited: A Deep-Value Tech Play Riding on African Fintech and AI Browsers

Amid a volatile tech landscape, Opera Limited (OPRA) presents a compelling, if risky, value proposition. With a profitable core business, a clean balance sheet, and a potentially undervalued stake in African fintech giant Opay, some investors see significant upside despite concerns over revenue concentration and market disruption.

Feb 3, 2026

Business

Berkshire's New Chief Signals Strategic Shift with Potential Kraft Heinz Exit

Greg Abel's first major move as Berkshire Hathaway CEO involves reviewing a full exit from the Kraft Heinz stake, marking a potential departure from Warren Buffett's famed 'buy and hold' philosophy and testing investor confidence in the new leadership era.

Feb 3, 2026

Business

MSC Industrial Direct: An Overlooked Industrial Distributor With a Durable Moat

Amidst a volatile market, MSC Industrial Direct (NYSE: MSM) presents a compelling case for value investors. With a legacy dating back to 1941 and a strategic foothold in the critical MRO sector, the company's disciplined capital allocation and resilient cash flows suggest underlying strength often missed by the broader market.

Feb 3, 2026

Business

Woodward Soars on Stellar Q4 Earnings, Beating Estimates with 29% Revenue Surge

Aerospace and defense systems leader Woodward (NASDAQ:WWD) posted fourth-quarter results that handily exceeded Wall Street forecasts, sending its stock sharply higher. Revenue jumped 29% year-over-year to $996.5 million, while earnings per share of $2.17 beat consensus estimates by nearly 30%.

Feb 3, 2026

Business

Brookfield Asset Management: Can the Alternative Asset Giant Outrun Its Lofty Valuation?

Despite a recent stock dip, Brookfield Asset Management (BAM) is drawing investor attention for its aggressive growth strategy and operational moat. We analyze the bull case, weighing its fee-earnings trajectory against a premium valuation and macroeconomic headwinds.

Feb 3, 2026

Business

Seeking Reliable Income? Two Ultra-High-Yield Dividend Stocks That Pass the Safety Test

Amid market volatility, investors hunting for durable passive income are turning to proven dividend payers. Chevron and Kimberly-Clark, with their long histories and robust cash flows, offer compelling high-yield opportunities despite sector-specific challenges.

Feb 3, 2026

Business

American Resources Corporation: A High-Stakes Bet on U.S. Rare Earth Independence

A deep dive into the bullish investment thesis for American Resources Corporation (AREC), which hinges on its proprietary rare earth processing technology and a pivotal $1.4 billion U.S. government partnership aimed at reducing reliance on China.

Feb 3, 2026

Business

FutureFuel Corp. (FF): A Deep Value Play in Biofuels and Chemicals

Amid regulatory uncertainty, FutureFuel Corp.'s strategic pivot to its higher-margin specialty chemicals business and a fortress balance sheet are drawing investor attention. With shares trading near multi-year lows, bulls see a potential multi-bagger if policy headwinds abate.

Feb 3, 2026

Business

Monolithic Power Systems Powers Ahead: Strong Balance Sheet and AI Tailwinds Fuel Bullish Outlook

Monolithic Power Systems (MPWR), a key player in power management semiconductors, is attracting investor attention with its robust financials, exposure to high-growth AI and automotive markets, and disciplined capital returns, despite trading at a premium valuation.

Feb 3, 2026

Business

Pool Corporation Weathers Housing Slump, Bulls Eye Long-Term Recovery

Despite near-term headwinds in the housing market, Pool Corporation (POOL) is showing signs of resilient fundamentals. With revenue growth turning positive and a robust balance sheet, analysts argue the pool supplies distributor is positioned for a rebound as macroeconomic conditions potentially improve.

Feb 3, 2026

US

EU's Revised 2035 Climate Rules Could See Electric Vehicle Sales Drop to 50%, Advocacy Group Warns

Brussels-based clean transport group Transport & Environment warns that the European Commission's proposed easing of 2035 emissions targets may allow combustion-engine cars to make up half of new sales, marking a significant retreat from earlier climate ambitions.

Feb 3, 2026

Business

Woodward's Dividend Boost and Strong Earnings Fuel Investor Debate on Valuation

Aerospace and industrial systems supplier Woodward (WWD) has raised its dividend by 14% on the back of robust first-quarter sales and profit growth. The move signals management's confidence but also prompts fresh scrutiny over whether the stock's current price fully reflects its cyclical positioning and future prospects.

Feb 3, 2026

Business

Analysts Reset Target for Priority Technology Holdings Amid Takeover Speculation

Wall Street analysts have revised the price target for Priority Technology Holdings (PRTH) to $11, while maintaining a steady fair value estimate, as the firm navigates a mixed earnings quarter and ongoing ownership developments.

Feb 3, 2026

Business

FTAI Aviation Soars 37% in 2025: Can Its New Power Venture Fuel Further Gains in 2026?

The aerospace and engine leasing specialist defied a mid-year slump with a powerful earnings beat, propelling its stock to a stellar annual gain. Now, with the launch of its FTAI Power data center initiative, the company is aiming to capitalize on the AI-driven energy crunch.

Feb 3, 2026

Business

Woodward Soars on Strong Aerospace and Industrial Demand, Raises Full-Year Outlook

Woodward, Inc. (WWD) kicked off fiscal 2026 with robust first-quarter results, driven by exceptional performance in commercial aerospace services and broad-based industrial growth. The company reported a 29% year-over-year sales increase and a 54% jump in EPS, prompting an upward revision to its annual guidance.

Feb 2, 2026

OpenAI Slows Hiring Amid Revenue Pressures and AI Self-Reliance Push

CEO Sam Altman announces a strategic hiring slowdown as OpenAI navigates profitability challenges and shifts toward using AI to build AI, raising questions about data quality and industry stability.

Feb 2, 2026

World

Venezuela's Oil Sector Overhaul: A Pragmatic Pivot or a Sovereignty Surrender?

Venezuela enacts its most significant oil reform in nearly 50 years, dismantling core socialist tenets to attract foreign capital. While promising a production boost, the new hybrid system raises questions about transparency, U.S. influence, and whether it offers enough to lure back wary investors.

Feb 2, 2026

Business

West Palm Beach's CityPlace Undergoes Major Transformation, Aims to Become Regional Luxury and Innovation Hub

The massive CityPlace complex in West Palm Beach is undergoing a strategic repositioning, attracting high-end fashion brands, tech giants like ServiceNow, and culinary destinations like Eataly to redefine the city's downtown core and capitalize on migration trends.

Feb 2, 2026

World

German Chancellor Merz Calls for Urgent European Sovereignty Amid Global 'Epochal Break'

In a stark New Year's address, German Chancellor Friedrich Merz warned that Europe faces an 'epochal break' in global order and must urgently strengthen its strategic autonomy, economic competitiveness, and defense capabilities to navigate rising geopolitical tensions.

Feb 2, 2026

Business

Barclays Reshuffles Top Ranks, Bolstering Key Divisions Ahead of EU Headquarters Move

Barclays PLC announces a series of senior leadership appointments across its securitized products, payments, and European operations, signaling strategic focus areas as it prepares to relocate its EU hub to Paris.

Feb 2, 2026