Debt Securities

Business

Coeur Mining Secures Final Approvals for New Gold Acquisition, Reshaping North American Precious Metals Landscape

Coeur Mining has cleared the final regulatory and shareholder hurdles to acquire New Gold, a move set to significantly expand its North American asset base and production profile. The deal, now approved by the Supreme Court of British Columbia, marks a major step in the ongoing consolidation within the gold and silver mining sector.

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

Mercury Systems Beats Q2 Forecasts on Strong Execution, Record Backlog Nears $1.5 Billion

Defense technology specialist Mercury Systems (MRCY) reported stronger-than-expected fiscal Q2 results, driven by accelerated deliveries and improved working capital management. The company posted record backlog and robust cash flow, though management maintained its full-year outlook citing supply chain prudence.

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

Wisr Limited Nears Profitability Milestone, Analysts Project 2027 Turnaround

Australian lender Wisr Limited (ASX:WZR) is on a path to potentially post its first annual profit in 2027, according to analyst consensus, marking a pivotal shift for the fintech after years of investment and growth.

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

Business

Dior's Leadership Overhaul Positions Iconic Brand as LVMH's Key Growth Lever Amid China Headwinds

As LVMH navigates a shifting luxury landscape marked by softer demand in China, the group is placing a strategic bet on a renewed Dior to drive its fashion and leather goods division forward. This management and creative reset comes at a pivotal moment for the world's largest luxury conglomerate.

Feb 4, 2026

Business

Ball Corporation's Valuation Rises Amid Mixed Signals on Future Demand

Analysts have nudged up their fair value estimate for Ball Corporation, reflecting a delicate balance between improved operational execution and lingering concerns over mid-term demand. The adjustment highlights the evolving narrative around the packaging giant's competitive edge.

Feb 4, 2026

Business

Textron Sharpens Strategy: New Guidance, Aggressive Buybacks, and Board Addition Signal Strategic Pivot

Textron's latest quarterly results and 2026 outlook, coupled with a completed $2.44 billion share repurchase and a key board appointment, suggest the industrial conglomerate is methodically recalibrating its growth and capital return priorities amidst a shifting defense and aerospace landscape.

Feb 4, 2026

Business

Albertsons Companies: A Deep Value Play or a Value Trap?

Albertsons Companies (ACI) shares present a compelling valuation puzzle. Trading at a significant discount to intrinsic value estimates, the grocery giant's stock appears cheap on paper. Yet, its performance lags behind peers, raising questions about whether the market is missing an opportunity or seeing risks that models overlook.

Feb 4, 2026

Business

Golub Capital BDC Concludes Virtual Annual Meetings, Board Sees Renewed Mandate

Stockholders of Golub Capital BDC and affiliated funds have re-elected key directors and ratified Ernst & Young as auditor for the 2026 fiscal year, following a series of virtual annual meetings that underscored the firm's governance continuity amid a shifting private credit landscape.

Feb 4, 2026

Business

Columbia Sportswear Beats Q4 Forecasts on Strong U.S. Demand, Charts Cautious 2026 Course Amid Tariff Headwinds

Columbia Sportswear's fourth-quarter performance surpassed expectations, driven by resilient U.S. consumer demand that countered warm weather abroad. As new leadership takes the helm, the outdoor apparel giant forecasts modest growth for 2026 while navigating persistent tariff pressures and implementing strategic price increases.

Feb 4, 2026

Business

eGain Surpasses Q2 Expectations, Fueled by Surging Demand for AI Knowledge Hub

eGain Corporation (EGAN) reported stronger-than-anticipated fiscal Q2 results, driven by accelerating adoption of its AI Knowledge Hub and a growing partner ecosystem. The company highlighted major enterprise wins and robust financial metrics, signaling a strategic shift towards AI-powered customer engagement.

Feb 3, 2026

Business

8x8 Posts Third Straight Quarter of Growth, Fueled by AI and Usage-Based Services

Cloud communications firm 8x8 reports a return to top-line growth in Q3 2026, driven by surging demand for its AI and usage-based offerings. While platform consolidation marks a key milestone, the company navigates near-term revenue headwinds from legacy customer transitions.

Feb 3, 2026

Business

Aviat Networks Posts Strongest Q2 Bookings in a Decade, Backed by Robust Cash Flow and Strategic Growth Initiatives

Aviat Networks (AVNW) reports a surge in second-quarter bookings to a 10-year high, driven by demand in private and mobile networks. The company reaffirms its full-year outlook, highlighting disciplined execution and emerging opportunities in public safety 5G and fixed wireless access.

Feb 3, 2026

Business

Cirrus Logic Beats Q3 Estimates on Robust Smartphone Demand, Charts Diversification Course

Cirrus Logic (CRUS) reported fiscal Q3 revenue and earnings that topped guidance, fueled by stronger-than-expected smartphone component demand. While smartphone strength drove results, executives detailed growing traction in PC and automotive markets as part of a strategic push to broaden its revenue base beyond its largest customer.

Feb 3, 2026

Business

Digital Turbine Surpasses Expectations in Q3, Fueled by International Growth and Operational Efficiency

Digital Turbine posts robust Q3 FY2026 results, with revenue climbing 12% and EBITDA soaring 76%. Strong international performance and a streamlined tech stack drive momentum, leading the company to raise its full-year outlook.

Feb 3, 2026

Business

Broadridge Posts Strong Q2 on Capital Markets, Digital Push; Eyes Tokenization Expansion

Broadridge Financial Solutions reported robust fiscal Q2 2026 results, fueled by healthy capital markets and sustained demand for its governance and wealth tech. While margins faced a headwind from a tough year-ago comparison, the firm raised its full-year EPS outlook and detailed ambitious plans in digital assets and shareholder engagement.

Feb 3, 2026

Business

Atkore Surpasses Q1 Forecasts on Cost Cuts and Steady Demand, Holds Firm on Full-Year Outlook

Atkore International's fiscal first-quarter results exceeded expectations, fueled by productivity savings and modest volume growth in its core electrical business. While pricing pressures persist, management reaffirmed its full-year guidance, anticipating a stronger performance in the latter half of 2026.

Feb 3, 2026

Business

ATI Soars on Strong Aerospace & Defense Demand, Projects Record 2026 Earnings

Specialty materials leader ATI capped a transformative 2025 with robust fourth-quarter results, fueled by surging aerospace and defense orders. With a bullish 2026 outlook targeting $1 billion in adjusted EBITDA, the company signals sustained momentum in key high-performance markets.

Feb 3, 2026