Defence Technology

Business

Sangoma Posts Strong Q2 Bookings, Sharp Rise in Recurring Revenue as Mid-Market Push Gains Traction

Sangoma Technologies reported fiscal Q2 2026 results in line with expectations, fueled by one of its strongest booking quarters on record. The company highlighted a 67% sequential surge in monthly recurring revenue bookings, robust cash generation, and significant progress in capturing larger, multi-site mid-market clients.

Feb 5, 2026

Business

The Hidden Power Play: Why the 'Operating Layer' Is Now the Ultimate Investment

In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.

Feb 5, 2026

Business

Tesla's High-Stakes Bet: Why Lofty Ambitions Aren't Enough to Justify Its Lofty Valuation

Despite a 9% stock slide in 2026 and bold promises around Robotaxi and Optimus, Tesla faces a harsh reality of falling deliveries, shrinking profits, and massive capital expenditures that make its current price a risky proposition for investors.

Feb 5, 2026

Business

Leadership Shakeup at Paul Weiss: Chairman Brad Karp Steps Down, Scott Barshay Takes Helm

In a significant leadership transition, Wall Street legal powerhouse Paul, Weiss, Rifkind, Wharton & Garrison LLP announced the resignation of its long-time Chairman Brad Karp. Veteran corporate lawyer Scott Barshay has been named as his successor, signaling a potential strategic shift for the firm.

Feb 5, 2026

Business

DHI Group Navigates Defense Boom and Tech Hiring Slump, Eyes AI Talent as Key Growth Driver

DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.

Feb 5, 2026

Business

Eikon Therapeutics, Backed by Perlmutter, Secures $381 Million in IPO as Biotech Listings Rebound

Eikon Therapeutics, a biotech firm founded by Nobel laureate Eric Betzig, raised $381.2 million in its Nasdaq debut, pricing shares at $18. The offering signals renewed investor confidence in the biotech IPO market after a prolonged slowdown.

Feb 5, 2026

Business

Stewart Navigates Choppy Housing Market, Posts Resilient Q3 Growth Amid 37-Month Sales Slump

Despite a prolonged downturn in existing home sales, Stewart Information Services reports a 6% revenue increase in its title segment for Q3 2024, driven by commercial and agency strength. CEO Frederick Eppinger outlines a disciplined strategy for market recovery while the company raises its dividend.

Feb 5, 2026

Business

PTC Posts Solid Q1, Points to Deferred ARR Surge and AI Integration as Future Growth Drivers

PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.

Feb 5, 2026

Business

Qualcomm Posts Record Q1 Revenue on Smartphone Strength, Warns of Memory Supply Squeeze

Qualcomm reported record fiscal first-quarter revenue of $12.3 billion, driven by flagship smartphone demand and growth in automotive and IoT. However, the company cautioned that near-term handset results face headwinds from an industry-wide DRAM shortage, as memory suppliers prioritize AI data centers.

Feb 5, 2026

Business

Powering the Future: Powell Industries Posts Record Backlog on Surging LNG and Data Center Demand

Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.

Feb 5, 2026

Business

Ballard Power Systems' Restructuring Reshapes Investor Outlook as Analysts Fine-Tune Valuation Models

Following its corporate restructuring, Ballard Power Systems (TSX: BLDP) faces a recalibrated investment thesis. Analysts maintain a $1.75 fair value per share, but the underlying assumptions—including a discount rate of 8.28% and projected revenue growth of 21.65%—highlight the ongoing tension between streamlined operations and persistent questions about order visibility in the hydrogen fuel cell sector.

Feb 5, 2026

Business

Ciena's AI-Driven Optical Story Reshapes Valuation Outlook, Analysts Peg Fair Value Near $237

As the AI infrastructure boom fuels demand for high-speed networks, Ciena's long-term valuation narrative is being rewritten. Analysts now see a fair value of approximately $237 per share, underpinned by sustained revenue growth forecasts near 18%, even as the stock's recent rally prompts pockets of caution.

Feb 5, 2026

Business

Ericsson's Profit Surge and Dividend Hike Spark Valuation Debate

The Swedish telecom giant's robust 2025 earnings and increased dividend proposal have investors reassessing its stock. Despite a dip in sales, net income soared, raising questions about whether its current share price fully reflects its growth trajectory in an AI-driven network landscape.

Feb 5, 2026

Business

KKR, Singtel-Led Consortium Seals Record Southeast Asia Data Center Deal, Betting Big on AI Infrastructure

A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.

Feb 5, 2026

Business

Redwire Shares Tumble 24.5% Despite Major Defense Contract Win, PE Firm Exits Stake

Redwire Corporation faces a sharp sell-off following its selection for the MDA's massive SHIELD program, coinciding with a major share sale by private equity backer AE Industrial Partners. Analysts debate whether the stock's plunge represents a buying opportunity or reflects deeper concerns over profitability and dilution.

Feb 5, 2026

Business

Repligen's Valuation Crossroads: Ordering Stabilizes, But Can Growth Segments Justify the Premium?

As Repligen signals a steadying order book from key biopharma clients and strength in gene therapy, investors are weighing its lofty valuation against a mixed performance record and sector headwinds.

Feb 5, 2026

Business

Tesla's Soaring Valuation: Is the Stock Price Detached from EV Reality?

Tesla's stock, a bellwether for the electric vehicle revolution, faces intense scrutiny as valuation metrics signal a significant premium. While long-term returns remain impressive, recent volatility and fundamental analysis raise questions about whether the current price fully accounts for mounting competition and execution risks.

Feb 5, 2026

Business

Twist Bioscience Raises Revenue Outlook on Surging AI-Driven Demand, Spotlighting Growth and Volatility

Synthetic biology firm Twist Bioscience has lifted its full-year revenue guidance, citing robust demand for its AI-powered DNA and protein platforms. The announcement, coupled with strategic equity grants to new hires, underscores the company's aggressive push to capitalize on the booming intersection of AI and biotech, even as its long-term stock performance reveals underlying volatility.

Feb 5, 2026

Business

Pizza Hut to Shutter 250 U.S. Locations by 2026 as Parent Company Weighs Brand's Future

Yum! Brands announces closure of underperforming Pizza Hut restaurants amid strategic review, raising questions about the fate of Michigan outlets and potential sale of the iconic chain.

Feb 5, 2026

Business

Beyond the Headlines: The Dow vs. S&P 500 and the Battle to Define the Market

While both the Dow Jones Industrial Average and the S&P 500 are ubiquitous market barometers, their methodologies tell vastly different stories. We dissect the history, composition, and inherent biases of these two indices to determine which one truly captures the heartbeat of the U.S. economy.

Feb 5, 2026