Consumer Tech

Business

Skyworks Surpasses Q1 Forecasts on Mobile Strength, Broad Markets Growth; Reaffirms Qorvo Merger Timeline

Skyworks Solutions (SWKS) delivered fiscal Q1 2026 results above its guidance, driven by robust mobile demand and sustained growth in its broad markets segment. While providing a seasonally softer Q2 outlook, management reaffirmed confidence in its pending transformative merger with Qorvo, anticipated to close in early 2027.

Feb 4, 2026

Business

Supermicro Soars on AI Infrastructure Boom, Posts Record $12.7B Revenue Amid Margin Squeeze

Super Micro Computer's fiscal Q2 revenue more than doubled year-over-year, fueled by explosive demand for its AI rack-scale systems. While profitability faces near-term pressure, executives outlined a diversification and efficiency strategy, raising full-year sales guidance to at least $40 billion.

Feb 4, 2026

Business

From Waste to Wealth: North Dakota's Oil Fields Could Power the Next Battery Boom

An international firm plans to extract lithium from oil field wastewater by 2027, potentially turning an environmental liability into a cornerstone of the state's economy and America's energy independence push.

Feb 4, 2026

Business

Match Group Charts Turnaround Path: Tinder Revamp in Focus as Hinge Expands Globally

Match Group's latest earnings reveal a pivotal year ahead, with CEO Spencer Rascoff detailing a multi-phase plan to revitalize Tinder's user experience and fuel Hinge's international growth, all while returning capital to shareholders.

Feb 4, 2026

Business

Lumentum Shatters Records as AI Networking Demand Fuels Historic Growth

Lumentum Holdings Inc. (LITE) posted a blockbuster fiscal second quarter, with revenue soaring over 65% year-over-year to a record $665.5 million. Driven by surging demand for AI and cloud infrastructure, the company sees no slowdown, forecasting another all-time high next quarter.

Feb 4, 2026

World

U.S. Rebukes South Africa Over Israeli Diplomat Expulsion, Citing 'Grievance Politics'

The United States has sharply criticized South Africa's decision to expel Israel's top envoy, framing the move as counterproductive. The diplomatic rift follows Pretoria's genocide case against Israel at the International Court of Justice and marks a further deterioration in bilateral ties.

Feb 4, 2026

Business

The Road to Six Figures: Truck Driving Emerges as a Top-Tier Career Path for 2026

A new analysis from hiring platform Indeed places truck driving among the nation's strongest job opportunities, with top earners making up to $160,000 annually without a college degree, signaling a shift in the high-wage career landscape.

Feb 4, 2026

Business

Bahama Breeze, Darden's Tropical Casual-Dining Concept, to Wind Down Operations

Darden Restaurants is closing half of the remaining Bahama Breeze locations by April 2026, with the other half set for conversion to other brands within its portfolio, marking the end of the 1990s-era chain.

Feb 4, 2026

World

Fed Governor Miran Steps Down from White House Economic Post, Citing Prior Pledge

Federal Reserve Governor Stephen Miran has formally resigned as Chair of the White House Council of Economic Advisers, honoring a commitment made to the Senate. His departure comes as the administration moves to fill his Fed seat.

Feb 4, 2026

Business

End of an Island Escape: Darden Shutters Bahama Breeze After 30 Years

Darden Restaurants is closing its remaining Bahama Breeze locations, phasing out the Caribbean-themed brand. Half the sites will be converted to other Darden concepts, while the rest will close permanently this spring.

Feb 4, 2026

Business

KKR, Singtel Consortium Seizes Full Control of STT GDC in Landmark $5.2 Billion Deal

A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.

Feb 4, 2026

Business

Target's '10-4' Greeting Mandate Sparks Debate: Retailer Pushes Human Touch Amid Sales Slump

Target's new policy requiring employees to greet customers within ten seconds and offer help within four feet aims to revive the human connection in retail. But the forced friendliness is drawing mixed reactions from shoppers and staff alike, highlighting the delicate balance between service and authenticity.

Feb 4, 2026

Business

Microsoft's Post-Earnings Dip: A Buying Opportunity Amidst AI-Driven Growth

Microsoft's recent 10% stock decline following strong quarterly results presents a potential entry point for investors, as the company's cloud and AI fundamentals remain robust.

Feb 4, 2026

Business

Bunge Global's Soaring Stock: Is the Agri-Giant Still Undervalued After a 61% Rally?

Bunge Global's shares have surged over 61% in the past year, fueled by its pivotal role in global food supply chains. A deep dive into its cash flow outlook and valuation metrics suggests the rally may still have room to run, with analysts pointing to a significant gap between its current price and intrinsic value.

Feb 4, 2026

Business

SiTime's Stock in Focus: A Cooling Rally Prompts Valuation Debate

After a stellar multi-year run, SiTime shares have entered a period of consolidation, with recent declines contrasting sharply with impressive long-term gains. Investors are now weighing whether the timing solutions leader's growth story still offers value.

Feb 4, 2026

Business

Soleno Therapeutics' VYKAT XR Launch Exceeds Expectations, Fueling Investor Optimism for 2026

Soleno Therapeutics reports robust preliminary Q4 2025 revenue of $90-$92 million from its rare-disease drug VYKAT XR, marking a potential inflection point. The company prepares to unveil full financials and present at key investor conferences, with the drug's early commercial success now central to its growth narrative.

Feb 4, 2026

Business

Intel's AI Ambitions and Foundry Dreams Fuel Investor Optimism, But Valuation Questions Loom

A surge in Intel's stock price, driven by new AI product launches and potential foundry partnerships, contrasts with its ongoing financial losses. Analysts are divided on whether the current rally reflects genuine long-term value or speculative hype.

Feb 4, 2026

Business

CoreWeave's Wild Ride: Is the AI Infrastructure Darling Overvalued or Undervalued?

CoreWeave's stock has experienced significant volatility, leaving investors to grapple with conflicting valuation signals. While a traditional cash flow model paints a picture of extreme overvaluation, its price-to-sales ratio suggests potential upside. We break down the numbers and the narrative driving this market anomaly.

Feb 4, 2026

Business

Prysmian Lands Major UK Subsea Cable Deal, Sparking Valuation Debate

The Italian cable giant secures a £2 billion contract for the UK's Eastern Green Link 4 project, fueling its recent stock rally and raising questions about whether its shares have run too far, too fast.

Feb 4, 2026

Business

Coty's Stock: A Beauty in Distress or a Value Play? Analysts Weigh In on Mixed Signals

Coty Inc. (COTY) presents a complex picture for investors, with its stock showing short-term volatility against a backdrop of strong long-term gains. As shares hover around $3.16, a significant gap remains between its market price and some analysts' fair value estimates, prompting debate on whether this signals a buying opportunity or underlying challenges.

Feb 4, 2026