DA Davidson

Business

Fox Corp. Posts Steady Q2 Revenue Growth Amid Shifting Ad Landscape, Hits $5.18B

Fox Corporation reported a 2% rise in revenue to $5.18 billion for its second fiscal quarter of 2026, propelled by resilient advertising pricing and distribution gains that offset a decline in political ad spending. While profits dipped due to higher sports rights costs, streaming services Tubi and Fox One showed significant audience growth.

Feb 4, 2026

Business

New Jersey Resources Stock Surge Raises Valuation Questions: Is the Rally Sustainable?

Shares of New Jersey Resources (NJR) have climbed over 12% in the past month, closing at $51.81 and prompting investors to reassess the utility's fair value against a backdrop of steady growth and regulatory risks.

Feb 4, 2026

Business

Nichirei Foods Bets Big on US Market with $105 Million Arkansas Frozen Food Plant

Japanese food giant Nichirei Foods is investing heavily in its US subsidiary, InnovAsian Cuisine, to construct a major manufacturing facility in Jonesboro, Arkansas. The move aims to capitalize on growing demand for frozen Asian meals and is set to create approximately 200 local jobs.

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

Ford Pivots: Shifts Focus from EV Expansion to Hybrids and Launches New Energy Storage Venture

Ford Motor Company is restructuring its electric vehicle strategy, taking significant charges and redirecting investment toward profitable hybrids and a new utility-scale battery storage business, signaling a major strategic realignment in response to market realities.

Feb 4, 2026

Business

PayPal Taps Finance Chief as Interim CEO Amid Stock Slump, Sets HP's Lores as Permanent Successor

PayPal announces leadership shakeup, with CFO Jamie Miller stepping in as interim CEO after Alex Chriss's departure, while naming HP's Enrique Lores as permanent chief from March 1, as the payments giant grapples with an 80% stock decline over five years.

Feb 4, 2026

Business

Constellation Energy's Rocky Road: Can the Power Giant Outrun Policy Headwinds and Regain Wall Street's Favor?

Despite a significant stock slump over the past year, Constellation Energy finds a silver lining in sustained analyst optimism, even as new regulatory pressures from Washington cloud the immediate horizon.

Feb 4, 2026

Business

Applied Materials Stock: Wall Street's Bullish Bet on the AI Chip Boom

As Applied Materials stock soars past the market, analysts are increasingly optimistic about the semiconductor equipment giant's pivotal role in powering the next wave of AI-driven chip manufacturing.

Feb 4, 2026

Business

Bearish Bet on MicroStrategy: A Bear Call Spread Targets 15% Return Amid Bitcoin Volatility

As MicroStrategy (MSTR) shares trade below key technical levels, options traders are positioning for limited upside with a defined-risk bear call spread strategy that could yield over 15% in two weeks.

Feb 4, 2026

Business

PPL Corporation: Analysts Signal Cautious Optimism as Utility Giant Navigates Market Headwinds

While PPL's stock has trailed the broader market over the past year, recent quarterly beats and a stable regulatory profile have analysts maintaining a 'Moderate Buy' stance, albeit with tempered near-term expectations.

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

From Poker Tables to Venture Capital: How Kleiner Perkins' Leigh Marie Braswell Plays the Odds in AI Investing

Leigh Marie Braswell, a partner at Kleiner Perkins, applies lessons from her poker background to identify and back high-potential AI startups, emerging as a rising star in the venture capital world.

Feb 4, 2026

Business

USPS Opens Last-Mile Network to Competitive Bidding, Reshaping Final Delivery Landscape

The U.S. Postal Service is auctioning access to its local delivery hubs, allowing shippers to bypass traditional routes for faster service. Success hinges on a bidder's operational capabilities, with agreements set to be finalized in 2026.

Feb 4, 2026

Business

Beyond the Basics: How Convenience Stores Are Reinventing the Sandwich to Drive Growth

Accounting for a quarter of foodservice sales, the humble sandwich is a powerhouse for c-stores. With sales projected to hit $8.6 billion by 2029, operators are innovating with fresh ingredients, strategic variety, and operational savvy to capture more of this lucrative market.

Feb 4, 2026

Business

Packaging Industry Restructuring Gains Momentum: Sealed Air, Tekni-Plex, and Waddington Announce Workforce Reductions

January saw a wave of layoff announcements across the packaging sector, with plastics specialists and diversified giants like International Paper and Dow outlining significant workforce and facility reductions in the coming months, signaling a broader industry realignment.

Feb 4, 2026

World

IDF Alleges Hamas Exploiting Ceasefire, Using Civilian Infrastructure for Military Buildup

Israeli military officials present evidence they claim shows Hamas operatives using ambulances and hospitals to move fighters and weapons, raising serious doubts about the disarmament phase of the U.S.-brokered truce.

Feb 4, 2026

Business

End of an Era: Minute Maid to Phase Out Frozen Concentrate Line After Eight Decades

Coca-Cola announces the discontinuation of Minute Maid's iconic frozen canned juices by early 2026, marking a strategic shift away from a once-dominant format as consumer preferences evolve.

Feb 4, 2026

World

Finnish President Stubb Urges Europe to Face a Shifting U.S. Foreign Policy

In a speech to parliament, Finland's President Alexander Stubb called for a clear-eyed recognition of changes in U.S. foreign policy, warning that its underlying ideology now conflicts with European values, even as he reaffirmed the alliance's importance.

Feb 4, 2026

World

Shin Bet Director's Brother Arrested in Gaza Smuggling Ring, Faces Charges of Aiding Hamas

The brother of Israel's domestic intelligence chief has been detained and will be prosecuted for allegedly smuggling contraband cigarettes into Gaza, an operation authorities say financially benefits Hamas and constitutes treason during wartime.

Feb 4, 2026

World

India Orders British Tourists to Depart Over Pro-Palestine Sticker Campaign in Pushkar

Two British nationals on tourist visas have been issued 'Leave India' notices after authorities found they had pasted politically charged stickers in a Rajasthan town known for its Israeli backpacker community, violating visa terms.

Feb 4, 2026