Coller Capital

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

Devon and Coterra Forge a Permian Powerhouse: Merger Creates Delaware Basin Giant

In a landmark consolidation move, Devon Energy and Coterra Energy have agreed to an all-stock merger, positioning the combined entity as a dominant force in the prolific Delaware Basin. The deal signals a strategic shift towards scale and capital efficiency in the U.S. shale sector.

Feb 2, 2026

Business

Three Altcoins Poised for Record Highs as February Trading Heats Up

Market momentum, technical indicators, and sustained capital inflows are aligning to potentially propel RAIN, KITE, and STABLE to new all-time highs in early February, though analysts caution over key resistance levels.

Feb 2, 2026

Business

Oracle's $50 Billion AI Bet Sends Stock on a Rollercoaster Ride

Oracle's ambitious plan to raise up to $50 billion for AI infrastructure has triggered volatile swings in its share price, reflecting broader investor anxiety over the massive capital demands of the artificial intelligence arms race.

Feb 2, 2026

Stanford Duo Secures $2M to Launch National Student Startup Accelerator, Aims to Bridge Funding Gap

Two Stanford graduate students have raised $2 million to launch Breakthrough Ventures, a nationwide accelerator designed to fund and mentor student-founded companies, addressing the historic lack of capital and networks for young entrepreneurs.

Feb 2, 2026

Business

AI and Finance: Is XRP Positioned to Ride the Next Wave?

As artificial intelligence reshapes finance, we examine whether XRP's underlying technology is built to capitalize on the trend of 'agentic AI' handling transactions, or if its potential benefits remain speculative.

Feb 2, 2026

Business

Franklin Templeton Bets on Emerging Market Debt Surge with New ETF Launch

Franklin Templeton has launched the Templeton Emerging Markets Debt ETF (TEMD), aiming to give investors targeted exposure to both hard and local currency debt from developing economies, capitalizing on the asset class's recent strong performance.

Feb 2, 2026

Business

UPS Dividend Safety Comes at a Cost: Strategic Shifts Raise Questions for Future Growth

UPS's ambitious free cash flow target for 2026 appears to secure its hefty dividend, but a closer look reveals reliance on asset sales, deep cost cuts, and reduced capital investment—a strategy that may be mortgaging its long-term expansion.

Feb 2, 2026

Business

Behind the $500 Million Deal: Abu Dhabi Royal Family Acquires Major Stake in Trump-Linked Crypto Venture

A company linked to a key UAE national security adviser, Sheikh Tahnoon bin Zayed Al Nahyan, secured a 49% equity stake in World Liberty Financial, the Trump family's flagship crypto firm, just days before President Trump's 2025 inauguration. The investment raises fresh questions about the intersection of foreign capital, presidential family businesses, and U.S. policy.

Feb 2, 2026

Business

Visa Shares Climb on Strong Quarterly Results, Fueled by Consumer Spending and Digital Innovation

The payments giant reported a 15% jump in revenue, beating Wall Street estimates, as it positions itself to capitalize on emerging trends in stablecoins and AI-driven commerce.

Feb 2, 2026

Business

Pitney Bowes Attracts Major Institutional Bet as Turnaround Gains Traction

Capital Management Corp significantly boosted its stake in the logistics and mailing solutions provider, signaling confidence in its financial recovery and cash generation despite a revenue dip.

Feb 2, 2026

Business

Musk Explores Unprecedented Merger: SpaceX and xAI Could Combine Forces, Reports Say

Elon Musk is reportedly advancing plans to merge his aerospace giant SpaceX with his artificial intelligence venture xAI, a move that could funnel significant capital into AI development and reshape the tech landscape, according to a Wall Street Journal report.

Feb 2, 2026

Business

A $21 Million Vote of Confidence: Major Fund Bets on Moelis & Company Amid M&A Lull

Capital Management Corp's significant stake increase in investment bank Moelis & Company is being viewed by market observers as a strategic wager on a potential rebound in mergers and acquisitions activity.

Feb 2, 2026

Business

M/I Homes' 2025 Earnings Dip and Buyback Completion Reshape Investor Outlook

M/I Homes' latest financial results reveal a year of softer earnings and margin pressure, even as the company completed a significant share repurchase. This mixed picture is prompting investors to reassess the homebuilder's near-term growth trajectory and the sustainability of its capital return strategy.

Feb 2, 2026

Business

SharpLink Gaming's $23 Million Stake Sale: A Strategic Pivot or a Red Flag for Investors?

Apeiron Capital's complete divestment from SharpLink Gaming coincides with the firm's dramatic portfolio liquidation and SharpLink's own radical transformation from a sports betting affiliate to a major corporate holder of Ethereum.

Feb 2, 2026

Business

IBM's Quantum Ambition: How a Century-Old Titan Is Outpacing Startups in the Race for Supremacy

While quantum computing startups capture headlines, IBM's decades-long investment and recent Nighthawk processor breakthrough are drawing serious capital from institutional investors, signaling enduring dominance in the enterprise quantum race.

Feb 2, 2026

Business

The AI Boom's Bill Comes Due: Nvidia's Strategic Pivot and Oracle's $50B Gamble

As the AI revolution matures from software promise to physical infrastructure, two industry giants reveal the staggering capital demands behind the hype. Nvidia tempers expectations on a landmark OpenAI investment, while Oracle unveils a massive fundraising plan, together sketching a future where financing may be as crucial as innovation.

Feb 2, 2026

Business

Arlo Technologies Files ESOP Shelf Registration: A Strategic Move Amid Valuation Questions

Arlo Technologies has registered over 4.2 million shares for an employee stock plan, a move that brings potential dilution and the company's capital strategy into focus as its stock shows signs of cooling momentum after a strong run.

Feb 2, 2026

Business

Warrior Met Coal's Dwindling Returns Raise Red Flags for Investors

Despite a soaring stock price, Warrior Met Coal's return on capital employed has plummeted from 2.8% to 0.3% over five years, significantly underperforming its industry and raising questions about its capital allocation efficiency.

Feb 2, 2026

Business

Barcelona's Biorce Raises $52.5 Million to Fuel Global Expansion of AI-Powered Clinical Trial Platform

Spanish healthtech startup Biorce has closed a substantial Series A round, backed by prominent venture capital and angel investors, to scale its AI-driven clinical trial solution, Aika, internationally amid a tightening regulatory landscape.

Feb 2, 2026