Consumer Tech

Business

Enova International Posts Strong 2025 Results Fueled by Lending Growth and Buybacks, But High Leverage Raises Questions

Enova International reports robust revenue and earnings growth for Q4 and full-year 2025, driven by expansion in its consumer and small business lending segments and a significant share repurchase program. While the financial technology lender's machine-learning underwriting and capital returns strategy have rewarded shareholders, analysts point to its elevated debt load and exposure to economic cycles as key areas for investor scrutiny.

Jan 30, 2026

Business

Bread Financial Caps 2025 with Strong Growth, Eyes Further Diversification and Tech Investment

Bread Financial (NYSE: BFH) delivered robust fourth-quarter and full-year 2025 results, meeting expectations through strategic partner expansions, improved credit health, and strengthened capital positioning. Management outlines a 2026 roadmap focused on sustainable growth, deposit mix optimization, and leveraging AI across operations.

Jan 30, 2026

Business

Arcellx Stock Soars 116% in Three Years: Is the Biotech Still a Buy at Current Levels?

Arcellx shares have delivered stellar multi-year gains, prompting investors to question if the rally still has room to run. A deep dive into valuation metrics reveals a complex picture, with discounted cash flow models pointing to significant upside while price-to-book ratios suggest a more cautious stance.

Feb 3, 2026

Business

Alphabet's Q4 Earnings Preview: Can the Tech Giant Sustain Its Momentum?

As Alphabet prepares to report its fourth-quarter results, investors are watching to see if the online advertising behemoth can maintain its streak of exceeding Wall Street's expectations amidst a shifting digital landscape.

Feb 3, 2026

Business

Zetrix AI Berhad: A Malaysian Tech Stock Delivering on Its Growth Promise

Amidst a market often swayed by speculative narratives, Zetrix AI Berhad (KLSE:ZETRIX) stands out with a track record of robust earnings growth and strong insider alignment, offering a compelling case for fundamentals-focused investors.

Feb 3, 2026

Business

Rivian's Road to Profitability: How the EV Maker is Shifting Gears from Vehicle Sales to a Tech-Driven Future

Beyond the headlines of cash burn and production woes, Rivian Automotive is executing a strategic pivot. With falling costs, the imminent launch of its mass-market R2, and a growing software revenue stream, the company is laying the groundwork to transform from a pure EV manufacturer into a vertically integrated autonomy platform.

Feb 3, 2026

Business

EVERTEC: The Undervalued Fintech Powerhouse Poised for Growth in Latin America

Amidst market volatility, EVERTEC Inc. (EVTC) presents a compelling investment case. Trading at depressed valuation multiples, the Latin American transaction processing leader combines a 'boring but consistent' operational profile with significant potential for multiple expansion and steady growth, offering a unique risk/reward balance for patient investors.

Feb 3, 2026

Business

Beyond the Big Tech Earnings: Why AI Infrastructure Deals Are Stealing the Spotlight

As hyperscalers like Amazon prepare to report earnings, the focus is shifting from quarterly sales to massive capital investments in AI infrastructure and strategic partnerships with GPU-as-a-service providers.

Feb 3, 2026

Business

Inter & Co: The Undervalued Brazilian Fintech Challenger Poised for a Re-rating?

A deep dive into the bullish investment thesis for Inter & Co (INTR), which argues the integrated financial platform is significantly undervalued compared to regional giant Nubank, with its ambitious growth plan setting the stage for potential upside.

Feb 3, 2026

Business

Another Forbes 30 Under 30 Star Faces Federal Fraud Charges: Fintech Founder Accused of Deceiving Investors

Gökçe Güven, CEO of rewards startup Kalder and a 2023 Forbes 30 Under 30 honoree, is charged with securities fraud, wire fraud, and visa fraud. Prosecutors allege she used falsified data to raise millions from investors.

Feb 3, 2026

Business

Musk Merges SpaceX and xAI, Forging a Trillion-Dollar "Off-Planet" Tech Titan

Elon Musk consolidates his AI and aerospace ambitions by merging SpaceX with xAI, a move driven by a radical vision to power next-generation artificial intelligence from space.

Feb 2, 2026

Business

SpaceX Acquires xAI in Historic Deal, Creating $1.25 Trillion Tech Titan

Elon Musk consolidates his AI and aerospace ambitions as SpaceX purchases his controversial AI firm xAI, aiming to build orbital data centers and scale AI using space-based solar power, amidst scrutiny over xAI's past products.

Feb 2, 2026

Business

The Hidden Engine of the Energy Transition: How Green Tech Fuels Fossil Fuel Demand

Record global investments in wind, solar, and EVs are paradoxically driving a surge in demand for coal, oil, and gas, as the production of essential materials like cement and steel remains locked into hydrocarbon-based economies, primarily in Asia.

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

Bitcoin's Slide Below $75,000: Analysts Cite Tech Earnings, Metals Volatility, and Fed Uncertainty

Bitcoin struggles to regain momentum after a sharp decline, with analysts pointing to a mix of macroeconomic headwinds and stalled regulatory progress as key factors prolonging the crypto bear market.

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

Polaris Bets on High-Tech Off-Roading While Maintaining Its Dividend Streak

Powersports giant Polaris unveils an industry-first active suspension system in its flagship RZR, alongside approving its 31st consecutive annual dividend increase, signaling a dual focus on innovation and shareholder returns amid portfolio restructuring.

Feb 2, 2026

Business

Amazon's Washington State Layoffs Detailed: Pierce County Impact Emerges as Tech Giant Cuts 2,198 Jobs

Newly filed state documents reveal the geographic breakdown of Amazon's latest workforce reduction in Washington, with T-Mobile and International Paper also submitting layoff notices affecting hundreds more employees across the state.

Feb 2, 2026

Business

Palantir Defies Tech Slump with Stellar Q4, Fueled by Surging U.S. Government and Commercial Contracts

The data analytics firm smashed Wall Street forecasts for the fourth quarter, reporting a 70% revenue surge to $1.4 billion, driven by explosive growth in its U.S. operations. Its bullish outlook for 2025 further signals resilience amid sector-wide anxieties.

Feb 2, 2026

Business

Valuation Check: Is Technology One's Share Price Running Ahead of Itself?

A deep dive into the software company's valuation using a discounted cash flow model suggests its shares may be trading at a significant premium to their estimated intrinsic value.

Feb 2, 2026