Compass Point

Business

Disney Beats Q1 Estimates, Holds Steady on Full-Year Outlook as Streaming and Parks Drive Growth

The Walt Disney Company surpassed Wall Street's revenue and earnings expectations for its fiscal first quarter, powered by strength in its streaming services and theme parks. The media giant reaffirmed its full-year forecast for double-digit profit growth, signaling confidence in its ongoing strategic transformation.

Feb 2, 2026

Business

ASML's 2026 Outlook: Memory Chip Demand Fuels Record Backlog and Growth Ambitions

Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.

Feb 2, 2026

Business

Equinor Exits Argentina's Vaca Muerta Shale in $1.1 Billion Sale to Vista Energy

Norwegian energy giant Equinor is selling its onshore shale assets in Argentina's Vaca Muerta formation to local operator Vista Energy, marking a strategic pivot as it doubles down on offshore exploration and core international markets.

Feb 2, 2026

The Silent Strain: How Homeownership Can Quietly Drain Your Finances

For many Americans, the dream of homeownership is masking a harsh financial reality. Experts warn that being 'house poor'—where housing costs consume an unsustainable portion of income—is a growing, often unnoticed, threat to financial health and personal well-being.

Feb 2, 2026

Business

Equities Poised for Steady Run Through Mid-2026 as Rally Broadens Beyond Megacaps

A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.

Feb 2, 2026

World

Norwegian PM Joins Crown Princess in Condemning Epstein Ties as Royal Family Faces Mounting Scrutiny

Prime Minister Jonas Gahr Stoere has publicly agreed with Crown Princess Mette-Marit's own assessment that she showed "poor judgement" in maintaining contact with convicted sex offender Jeffrey Epstein. The comments come as newly released court documents reveal extensive email correspondence, adding pressure on the Norwegian monarchy during a period of significant personal and institutional challenges.

Feb 2, 2026

World

Bangladesh's Pivotal Vote: A Strategic Reckoning for India, China, and Pakistan

As Bangladesh heads to the polls on February 12 under an interim government, its geopolitical alignments are shifting. The outcome will test the influence of regional powers India, China, and Pakistan in a nation navigating a post-Hasina political landscape.

Feb 2, 2026

Business

Markets Edge Lower Ahead of Key Labor Data, Earnings Deluge

U.S. stock futures pointed to a lower open Monday as investors braced for a flood of corporate earnings and crucial labor market reports that could sway Federal Reserve policy expectations.

Feb 2, 2026

Business

Gold's Sharp Retreat: A Pause in the Safe-Haven Rally or a Sign of Things to Come?

After a historic surge, gold prices have experienced their steepest drop in decades. Yet, analysts point to enduring geopolitical tensions and monetary policy shifts as reasons why the metal's long-term appeal remains intact.

Feb 2, 2026

Business

UFC Inks Multi-Year Deal with Good Greek, Expanding Year-Round Sponsorship Footprint

TKO Group Holdings' UFC has secured a new, multi-year marketing partnership with Good Greek Moving & Storage. The agreement will feature brand integration across UFC Fight Nights, Dana White's Contender Series, and athlete ambassador campaigns, signaling a continued push to monetize its combat sports audience beyond traditional media rights.

Feb 2, 2026

World

China Executes Four Over Deadly Myanmar Scam Empire, Intensifying Regional Crackdown

Chinese courts have executed four individuals convicted of running a multi-billion dollar scam and gambling network from Myanmar, responsible for multiple deaths. The move signals Beijing's escalating pressure on Southeast Asia's industrial-scale cybercrime hubs.

Feb 2, 2026

Business

SoundHound AI Stock at Multi-Year Low: Is the Voice AI Pioneer Poised for a 2026 Breakout?

SoundHound AI's shares have retreated to their most affordable level in over a year, presenting a potential entry point for investors betting on the widespread adoption of its conversational AI. While revenue growth is robust, the path to profitability and consumer acceptance of AI agents remain critical hurdles.

Feb 2, 2026

World

Hungary's Opposition Tisza Holds Steady Lead Over Orban's Fidesz Ahead of Pivotal April Election

A new poll shows the centre-right Tisza party maintaining an eight-point advantage over the ruling Fidesz, setting the stage for Hungary's most consequential vote in over a decade, with major implications for Europe's political landscape.

Feb 2, 2026

Business

First Merchants Navigates Rate Headwinds with Steady Loan Growth in Q4

Despite an 8.3% year-over-year revenue dip, First Merchants Corporation reported resilient fourth-quarter earnings, buoyed by disciplined deposit strategies and robust loan expansion. CEO Mark Hardwick pointed to strong commercial activity as a key driver, even as analysts probe the sustainability of growth and integration challenges ahead.

Feb 2, 2026

Business

Triumph Financial Beats Q4 Estimates, But Market Skepticism Persists Amid Trucking Headwinds

Despite reporting revenue and earnings that topped Wall Street forecasts, Triumph Financial's stock fell post-earnings. While management pointed to strength in its payments network and cost controls, analysts on the call focused on persistent challenges in the freight sector and the sustainability of margins.

Feb 2, 2026

Business

CeoTronics' Strong Cash Flow Overshadows Earnings, Signaling Underlying Strength

While CeoTronics AG's (FRA:CEK) recent earnings report failed to ignite its stock price, a deeper look reveals a robust cash conversion story that may please long-term shareholders and point to healthier fundamentals than the headline profit figure suggests.

Feb 2, 2026

Business

SBA Communications Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of SBA Communications have faced persistent pressure, declining over 5% in the past year. A detailed analysis of its discounted cash flow and P/E ratio suggests the wireless infrastructure REIT may be significantly undervalued, presenting a potential entry point for long-term investors.

Feb 2, 2026

Business

Begbies Traynor Group: The Insolvency Specialist Turning Heads with Robust Profits and Insider Confidence

While 'story stocks' captivate with promise, Begbies Traynor Group (LON:BEG) is drawing a different kind of investor attention. The UK-based business recovery and insolvency specialist is showcasing strong earnings growth, expanding margins, and significant insider investment, positioning it as a notable contender in the current market landscape.

Feb 2, 2026

Business

Allegion's Stock Momentum: Is There Still Room to Run After a 26% Surge?

Shares of security products giant Allegion have gained significant momentum, delivering a 26% total return over the past year. With the stock now trading near $165, we examine whether its current valuation still offers an attractive entry point or if future growth is already priced in.

Feb 2, 2026

Business

Columbia Financial Shakes Up C-Suite: Is the Stock a Buy After Leadership Reshuffle?

Columbia Financial (CLBK) announces a major executive reshuffle, promoting its long-time CFO to Chief Banking Officer and appointing a new finance chief. The move comes as the stock shows recent gains but longer-term weakness, raising questions about its current valuation and future trajectory.

Feb 2, 2026