Data Breach

World

Silicon Valley's Drone Makers Target Asia-Pacific Markets Amid Rising Regional Tensions

U.S. defense technology firms, buoyed by battlefield experience in Ukraine and surging investment, are making a concerted push into Asian markets at the Singapore Airshow. Their advanced unmanned systems and AI-powered platforms are being pitched as critical solutions for nations wary of China's expanding military footprint.

Feb 5, 2026

Business

Scicom (MSC) Berhad Shares Surge 80% in a Year, Outpacing Broader Market

The Malaysian tech solutions provider Scicom (MSC) Berhad has delivered a total shareholder return of 80% over the past twelve months, dramatically outperforming the market average. While recent momentum is strong, a longer-term view reveals a more complex performance picture.

Feb 5, 2026

Business

Corning's Outlook Brightens: New Deals and Analyst Upgrades Fuel Optimism

A significant upward revision in Corning's fair value estimate, coupled with strategic new agreements, is reshaping the market's view of the specialty glass maker's long-term trajectory.

Feb 5, 2026

Business

AppLovin Faces Mounting Headwinds: AI Rivals and Short-Seller Allegations Trigger Stock Volatility

AppLovin's stock faces significant pressure as new AI-driven competitors emerge and short-sellers raise questions about its financial practices. The launch of Google's Project Genie and the rise of AI-native ad platforms are reshaping the mobile gaming and advertising landscape, prompting investors to reassess the company's growth trajectory.

Feb 5, 2026

Business

Victory Capital's Meteoric Rise: Is the Stock Still a Buy After 233% Five-Year Surge?

Victory Capital Holdings (VCTR) has delivered staggering returns to long-term investors, with shares soaring over 230% in five years. As the stock hovers near $71, analysts and investors are grappling with a critical question: has the market run ahead of itself, or is there still value to be found in this established asset manager?

Feb 5, 2026

Business

O'Reilly Automotive's Stock Dip Sparks Valuation Debate: Is the Auto Parts Giant a Bargain?

Shares of O'Reilly Automotive (ORLY) have retreated from recent highs, prompting investors to scrutinize whether the market has overcorrected. While short-term weakness contrasts with stellar long-term gains, analysts are divided on the stock's true fair value.

Feb 5, 2026

Business

Mastercard's Valuation Crossroads: Strong Long-Term Gains Meet Near-Term Headwinds

As Mastercard shares hover around $553, investors are weighing mixed signals: robust five-year returns against recent volatility and conflicting fair value estimates. The debate centers on whether the payments giant is fully valued or still holds upside.

Feb 5, 2026

Business

Verizon Sues T-Mobile Over 'Exaggerated' Savings Claims, Putting Marketing Wars and Stock Valuation Under Scrutiny

Verizon has launched a false advertising lawsuit against rival T-Mobile, alleging its recent marketing campaigns mislead consumers about potential savings. The legal battle throws a spotlight on the aggressive pricing claims used to win customers in the saturated U.S. wireless market and could have significant implications for T-Mobile's brand and investor perception.

Feb 5, 2026

Business

Comfort Systems USA Sees Backlog Surge and AI Infrastructure Push Ahead of S&P 500 Inclusion

Comfort Systems USA is positioning for growth with a record project backlog, strategic acquisitions in AI infrastructure, and a significant dividend increase, as it prepares for inclusion in the S&P 500 index in late 2025.

Feb 5, 2026

Business

Novo Nordisk's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of the Danish pharmaceutical giant Novo Nordisk (NYSE:NVO) have retreated sharply, down 14% in a month and 44% over the past year. With the stock closing at $47.19, a significant gap has emerged between its market price and some fair value estimates near $95, prompting investors to reassess the company's prospects amid evolving competition in its key GLP-1 drug market.

Feb 5, 2026

Business

Q2 Holdings Stock Plunges: Is the Digital Banking Software Firm Now a Value Play?

Shares of Q2 Holdings have tumbled over 38% in the past year, raising questions about whether the digital banking software provider's current valuation presents a buying opportunity. A deep dive into cash flow projections and market multiples reveals a complex picture.

Feb 5, 2026

Business

MARA Holdings Stock Slump: A Buying Opportunity or a Warning Sign?

Shares of MARA Holdings have tumbled over 20% in the past week, raising questions about its valuation and future prospects. We examine whether the current weakness presents a strategic entry point or reflects deeper concerns about its bitcoin-centric business model.

Feb 5, 2026

Business

Bhutan Moves $22M in Bitcoin Amid Market Downturn, Sparking Debate on Sovereign Crypto Strategy

The Himalayan kingdom of Bhutan has transferred over $22 million worth of Bitcoin from its official holdings in recent days, coinciding with a broader market slump. While blockchain analysts suggest the moves may be routine custodial operations, the timing has ignited speculation about the nation's long-term crypto reserves management.

Feb 5, 2026

Business

Three UK Small-Caps Under £300M: High-Risk, High-Reward Plays in a Shaky Market

Amidst broader market uncertainty, investors are scouring the UK's small-cap sector for potential gems. We examine three companies—Creo Medical, Provexis, and LSL Property Services—each with a market cap below £300 million, assessing their unique opportunities and significant risks.

Feb 5, 2026

Business

Amazon Earnings in Focus as UBS Boosts Target on Surging AWS Cloud Prospects

Ahead of its fourth-quarter results, Amazon sees its price target lifted by UBS, which cites accelerating AWS growth and massive planned capital expenditure as key catalysts for the tech giant's valuation.

Feb 5, 2026

Business

Microsoft's AI Ambitions Fuel Analyst Confidence, Azure and Copilot in Focus

Piper Sandler reaffirms its bullish stance on Microsoft, citing the tech giant's commanding position in enterprise AI through its Azure cloud platform and Copilot suite as key growth drivers.

Feb 5, 2026

Business

Meta Surpasses Expectations as AI-Powered Ads Fuel Record Quarterly Performance

Meta Platforms (META) delivered a robust fourth-quarter earnings beat, driven by surging advertising revenue and AI-driven efficiency gains. The strong results prompted at least one analyst to raise their price target, with management projecting continued profit growth into 2026.

Feb 5, 2026

Business

Morgan Stanley Doubles Down on Nvidia Amid Widening AI Valuation Gap, Slightly Favors Chipmaker Over Broadcom

As the debate over AI stock valuations intensifies, Morgan Stanley reaffirms its 'Overweight' ratings on both Nvidia and Broadcom, with a marginal preference for Nvidia due to its comparatively lower valuation multiple in the red-hot sector.

Feb 5, 2026

Business

Alphabet's AI, Cloud, and Ad Strength Bolster Analyst Confidence, But Competitive Headwinds Loom

Bernstein raises Alphabet's price target to $335, citing robust execution across its core businesses and its emerging role as a 'safe harbor' in a frothy AI market. However, the firm maintains a Market Perform rating, flagging heightened competition and stretched valuation.

Feb 5, 2026

Business

Scotiabank Trims Oracle Price Target to $220, Maintains Bullish Stance on Cloud and AI Prospects

Scotiabank has adjusted its price target for Oracle Corporation downward but reaffirmed its confidence in the tech giant's long-term strategy, citing its cloud infrastructure expansion and unique position in the competitive AI landscape.

Feb 5, 2026