CLO

Business

Arista Networks: The Debt-Free AI Infrastructure Play Attracting Bullish Bets

As AI infrastructure spending accelerates, Arista Networks (ANET) is drawing investor attention with its debt-free balance sheet and critical role in cloud networking. Despite premium valuations, bulls argue its financial fortress and recurring software revenue justify the price, with a $163 price target signaling further upside.

Feb 3, 2026

Business

Stride, Inc. (LRN): A Deep Value Play in Online Education After a Sharp Sell-Off

Stride, Inc., a leading provider of K-12 online education, has seen its stock price pressured by temporary operational challenges. However, a closer look reveals a fundamentally sound business trading at a significant discount to its historical valuation, with a robust recurring revenue model and a substantial share buyback program underway.

Feb 3, 2026

Beyond the Hype: Why 2026 Marks the Era of 'Governed Intelligence' for Banking and Finance

The banking, financial services, and insurance (BFSI) sector is poised for a pivotal transformation. As the initial wave of AI and cloud experimentation subsides, 2026 is emerging as the year the industry moves decisively toward operationalizing technology with robust governance, explainability, and compliance at its core.

Feb 3, 2026

US

Whistleblower Alleges Intelligence Director Gabbard Obstructed Complaint to Congress

A senior U.S. intelligence official has filed a whistleblower complaint accusing National Intelligence Director Tulsi Gabbard of attempting to conceal the disclosure from congressional oversight committees for months, igniting a legal and political firestorm.

Feb 3, 2026

Business

Huntington Bancshares Stock Surge Raises Valuation Questions: Is HBAN Still a Buy?

Shares of Huntington Bancshares (HBAN) have climbed over 17% in the past 90 days, closing recently at $17.88. This rally has investors scrutinizing whether the regional bank's stock still holds value after its strong run, with some models suggesting a significant upside to fair value.

Feb 2, 2026

Business

Alexander's (ALX) Stock Surge Raises Valuation Questions: Is the NYC REIT Overheated?

Shares of New York-focused REIT Alexander's have delivered impressive returns, but a closer look reveals a widening gap between its market price and key valuation metrics, prompting debate among investors.

Feb 2, 2026

Business

Iconic Outdoor Retailer Eddie Bauer to Shutter North American Stores, Enter Bankruptcy

The storied outdoor apparel brand Eddie Bauer is set to close all its physical stores across North America and file for Chapter 11 bankruptcy, marking a pivotal moment for a century-old retailer struggling to adapt in a rapidly changing market.

Feb 2, 2026

Business

Saks OFF 5TH Shutters Majority of Stores in Strategic Pivot Following Bankruptcy

Saks Global is closing most of its Saks OFF 5TH off-price stores across the U.S., leaving only a dozen locations open as it refocuses on core luxury and full-price retail after a recent Chapter 11 filing.

Feb 2, 2026

Business

Microsoft's AI Bet Weighs on Shares Despite Record Revenue: Can the Tech Giant Regain Its Footing in 2026?

Despite posting record quarterly revenue driven by its cloud division, Microsoft shares have slumped to an eight-month low following its Q2 FY2026 earnings. The sell-off highlights investor concerns over the company's massive capital expenditures on AI infrastructure and its deepening ties to OpenAI.

Feb 2, 2026

Business

U.S. Footwear Market Holds Steady at $90 Billion in 2025, Driven by Performance and Comfort Trends

Despite economic headwinds, the U.S. footwear market maintained its $90 billion valuation in 2025, with running styles, clogs, and high-shaft boots leading Q4 sales as consumers prioritized comfort and versatility.

Feb 2, 2026

Business

CACI International's Stock Surge: Is the Defense Contractor Still Undervalued?

Shares of government IT specialist CACI International have climbed sharply in recent months, closing at $620.58 and prompting investors to reassess its valuation amid strong defense sector tailwinds. Analysts point to a potential fair value gap, but risks from budget and competitive pressures loom.

Feb 2, 2026

Business

Murphy USA's Valuation Crossroads: A 15% Rebound Sparks Debate on Fuel Retailer's True Worth

Shares of fuel and convenience retailer Murphy USA have surged 15% in three months, closing near $422.51, yet a mixed long-term performance and competing valuation models leave investors questioning if the rally has legs or if the stock is already fully priced.

Feb 2, 2026

Business

Waymo Secures $16 Billion, Valuation Soars to $126 Billion in Major Autonomous Driving Bet

Alphabet's self-driving subsidiary Waymo has closed a massive $16 billion funding round, catapulting its valuation to $126 billion and signaling robust investor confidence in the future of autonomous vehicles.

Feb 2, 2026

Business

Alphabet's Q4 Earnings: Can the Tech Giant Extend Its Record Rally?

As Alphabet prepares to report its fourth-quarter results, traders are bracing for significant stock movement. The focus is on whether strong performance in cloud and AI can justify its recent surge and sustain momentum amid heightened investor scrutiny.

Feb 2, 2026

Business

Microsoft's $750M Perplexity Deal Highlights Azure's AI Ambitions Amid Investor Jitters

Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.

Feb 2, 2026

Business

Nebius Group: The AI Infrastructure Play Wall Street May Be Undervaluing

While many AI stocks trade at sky-high premiums, Nebius Group presents a contrasting case. Analysts project a staggering revenue surge for 2026, suggesting its current valuation might not fully reflect its growth trajectory in the competitive cloud AI space.

Feb 2, 2026

Business

GE Vernova's Meteoric Rise: After Doubling in a Year, Is the Energy Spin-Off Still a Buy?

Shares of GE Vernova (GEV) have surged over 100% in the past year, closing near $726. As the energy transition play captivates the market, analysts are divided on whether its valuation still offers room to run or signals a peak.

Feb 2, 2026

Business

Arista Networks: AI Infrastructure Bet Delivers Stellar Returns, But Valuation Questions Loom

Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.

Feb 2, 2026

Business

End of an Era: Eddie Bauer, Outdoor Retail Pioneer, Poised to Shutter All North American Stores

The 104-year-old Seattle-based outdoor institution, once boasting nearly 600 stores globally, is reportedly preparing for a Chapter 11 bankruptcy filing that would close its roughly 200 remaining brick-and-mortar locations across the continent.

Feb 2, 2026

Business

A Personal Mission: CEO Ray Blanchette Bets on Nostalgia and Innovation to Revive TGI Fridays

After a tumultuous period of bankruptcy and closures, TGI Fridays CEO Ray Blanchette is steering a deeply personal turnaround. Early results from holiday pop-ups and a revamped brand voice show promise, but the road to 1,000 restaurants remains steep.

Feb 2, 2026