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Business

South Bow (TSX:SOBO): A Deep Value Play or Priced for Perfection?

South Bow's shares have surged 19% over the past year, catching the eye of energy sector investors. Yet, a closer look reveals a valuation puzzle: while a key cash flow model suggests a steep discount, traditional price-to-earnings metrics tell a more cautious story. We break down the numbers and the narratives shaping this Canadian energy stock.

Feb 4, 2026

Business

Cotton Futures Rebound Wednesday as Geopolitical Tensions Ripple Through Commodities

Cotton futures staged a modest recovery Wednesday morning, reversing Tuesday's losses amid broader market volatility linked to Middle East tensions and currency shifts.

Feb 4, 2026

Business

Wheat Futures Extend Losses Amid Mixed Signals, Export Data in Focus

Wheat markets opened lower across the board Wednesday, extending a choppy trading pattern as traders weigh steady EU export volumes against domestic weather forecasts and technical pressure.

Feb 4, 2026

Business

Netflix CEO Defends Warner Bros. Merger Before Senate, Cites 'One-Click Cancel' as Consumer Safeguard

In a Senate hearing scrutinizing Netflix's planned acquisition of Warner Bros. assets, Co-CEO Ted Sarandos addressed fears of post-merger price hikes by emphasizing the platform's easy cancellation policy, a remark that has drawn mixed reactions from industry watchers and subscribers alike.

Feb 4, 2026

World

U.S.-Mediated Ukraine Peace Talks Open in Abu Dhabi Amid Escalating Frontline Violence

Ukrainian and Russian delegations concluded the first day of high-stakes negotiations brokered by the United States in Abu Dhabi, as a deadly market strike in Donetsk underscored the grim reality on the ground. Major disagreements on territorial control and security guarantees persist, casting doubt on an imminent breakthrough.

Feb 4, 2026

Business

Morgan Stanley Downgrades Alcoa to Equal Weight, Citing Balanced Outlook After Strong Run

Morgan Stanley has adjusted its stance on Alcoa Corp., moving the aluminum producer to Equal Weight from Overweight. While raising its price target, the firm suggests the stock's recent outperformance has leveled the risk-reward scale, even as high aluminum prices continue to provide support.

Feb 4, 2026

Business

IAMGold Sees Price Target Boosted to $23 by Scotiabank Amid Surging Precious Metals Outlook

Scotiabank has raised its price target for IAMGold Corporation (IAG) to $23, citing record gold and silver price forecasts fueled by economic uncertainty and central bank demand. The move follows similar upgrades from other major banks.

Feb 4, 2026

Business

Fox Corp's Five-Year Surge: How Shareholders Reaped a 144% Total Return

While recent weeks have seen volatility, Fox Corporation (NASDAQ: FOXA) has delivered substantial long-term gains for investors, with total shareholder return significantly outpacing share price growth thanks to robust dividends.

Feb 4, 2026

Business

Legacy Ridge Capital Navigates Volatile 2025, Eyes Value in Mach Natural Resources

Amid a challenging year marked by market turbulence, investment firm Legacy Ridge Capital Management posted a 7% net return for 2025. Its latest investor letter details the performance and highlights one of its concentrated bets: independent oil and gas explorer Mach Natural Resources (MNR).

Feb 4, 2026

Business

Yum China Posts Record 2025, Eyes 20,000 Stores by 2026 Amid Aggressive Franchising Push

Yum China Holdings (NYSE: YUMC) capped off a robust fiscal 2025 with accelerating store growth, improved profitability, and enhanced shareholder returns. The fast-food giant, operator of KFC and Pizza Hut in China, outlined an ambitious plan to surpass 20,000 stores next year while significantly boosting its franchise model.

Feb 4, 2026

Business

Mondelez Navigates Cocoa Price Plunge as Industry Braces for Competitive Shake-up

The sharp retreat in cocoa futures from record highs presents a new strategic dilemma for Mondelez and its rivals, forcing a delicate balance between protecting margins and retaining cost-sensitive consumers in a volatile market.

Feb 4, 2026

Business

Kimbell Royalty Partners Forecasts $1.43 Per-Share Dividend Amid Energy Market Volatility

Legacy Ridge Capital Management's latest investor letter reveals a 7% net return for 2025, highlighting Kimbell Royalty Partners (KRP) as a key holding poised for a significant dividend payout, even as concentrated value strategies face headwinds.

Feb 4, 2026

Business

JPMorgan Lifts Tyson Foods Price Target to $67 Amid Mixed Outlook

JPMorgan has increased its price target for Tyson Foods (TSN) to $67, up from $63, while maintaining a Neutral rating. The adjustment follows the company's latest earnings, which highlighted persistent struggles in its beef segment alongside brighter spots in other divisions.

Feb 4, 2026

Business

Coterra and Devon Forge U.S. Shale Giant in All-Stock Merger, Drawing Scrutiny

The merger of Coterra Energy and Devon Energy is set to create a dominant force in U.S. shale, but the deal's valuation and governance structure are already under the microscope from investors and legal firms.

Feb 4, 2026

Business

Tyson Foods Stock: Analysts See Value Despite Market Underperformance

While Tyson Foods' shares have trailed the S&P 500 over the past year, a recent analyst upgrade and a 'Moderate Buy' consensus signal Wall Street's belief in the protein giant's long-term turnaround story, even amid mixed quarterly results.

Feb 4, 2026

Business

Fox Q2 Earnings: Sports Rights Costs Squeeze Profits Despite Revenue Growth

Fox Corporation reported a 2% rise in quarterly revenue to $5.18 billion, driven by distribution and advertising gains. However, shareholder net income fell sharply to $229 million, pressured by escalating costs for live sports programming rights—a strategic bet that is proving both a shield and a strain in a turbulent media landscape.

Feb 4, 2026

Business

Disney's Crown Passes: Josh D’Amaro Named CEO, Dana Walden Elevated to Creative President in Post-Iger Power Structure

After a two-year succession saga, Disney's board has chosen theme parks veteran Josh D’Amaro as its next CEO, while Dana Walden ascends to a powerful new creative role. The decision aims to balance operational expertise with Hollywood relationships as the entertainment giant navigates a complex future.

Feb 4, 2026

US

Morning Briefing: U.K. Launches Probe into Epstein Document Leak Claims, Netflix Faces Political Heat, and Science Funding Rescued

A former British minister steps down amid an investigation into leaked documents linked to Jeffrey Epstein. Meanwhile, U.S. lawmakers clash with Netflix over 'woke' content allegations, and Congress reverses course on proposed science budget cuts.

Feb 4, 2026

Business

Alvopetro Energy Delivers Stellar 343% Total Return to Long-Term Investors

Shareholders who backed Alvopetro Energy Ltd. five years ago have seen a remarkable 343% total return, fueled by robust earnings growth and substantial dividend payouts, significantly outpacing the stock's impressive 197% price appreciation.

Feb 4, 2026

World

AGOA Renewed, But Uncertainty Lingers: US Extends Key Africa Trade Pact for Only One Year

The US Congress has passed a one-year extension of the African Growth and Opportunity Act, a temporary reprieve for a cornerstone trade policy that has shaped US-Africa economic relations for over two decades, but the short-term renewal leaves exporters and investors wary.

Feb 4, 2026