Earnings Risk

Business

Idorsia's Latin American Gambit: QUVIVIQ Deal with EMS Signals Strategic Shift Amid Pipeline Scrutiny

Idorsia's exclusive licensing agreement with EMS to commercialize insomnia drug QUVIVIQ across Latin America marks a key step in its global expansion. The deal, involving $20 million in milestones and royalties, arrives as long-term data for its Fabry disease candidate lucerastat puts the spotlight on the company's broader late-stage pipeline and persistent financial pressures.

Feb 2, 2026

Business

UPS Unveils Sweeping Network Overhaul: 30,000 Jobs Cut as It Pivots to Automation and Higher-Margin Deliveries

In a major strategic shift, UPS announced plans to eliminate up to 30,000 positions and close 24 facilities by 2026. The logistics giant is restructuring its network to prioritize automation and higher-margin business segments, while scaling back lower-margin volume, notably from Amazon. The move aims to reshape the company's cost structure and profitability profile amid a challenging multi-year stock performance.

Feb 2, 2026

Business

Boeing's Record $682 Billion Order Backlog Signals Brighter Skies Ahead

While Boeing's Q4 revenue beat offers short-term relief, analysts point to its unprecedented order backlog as the true indicator of long-term recovery and growth potential in the commercial aviation sector.

Feb 2, 2026

World

Asahi Poll Predicts Landslide Victory for PM Takaichi's LDP in Upcoming Election

A new poll indicates Prime Minister Sanae Takaichi's ruling coalition is on track for a decisive win in next week's lower house election, potentially strengthening her mandate for expansive fiscal policies.

Feb 2, 2026

Business

Archer Aviation Lands Strategic Deal with Serbia, Eyes European eVTOL Market Ahead of EXPO 2027

Archer Aviation secures a pivotal agreement with Serbia to supply its electric air taxis for EXPO 2027, marking a significant step into the European market and sparking discussions on its path to commercialization and valuation.

Feb 2, 2026

Business

Apple's Valuation Crossroads: Is the Tech Giant Overpriced or a Hidden Bargain?

As Apple's stock experiences recent volatility, investors are grappling with a critical question: does its current price reflect its long-term potential? A deep dive into valuation models reveals a complex picture, with traditional metrics painting conflicting signals about the iPhone maker's true worth.

Feb 2, 2026

Business

Seabridge Gold Advances KSM Development, Announces Strategic Spin-Out of Valor Gold

Seabridge Gold reports significant on-site progress at its flagship KSM project while unveiling plans to spin out its Courageous Lake asset into a new publicly traded company, Valor Gold, distributing shares to existing shareholders.

Feb 2, 2026

World

From Sheds to Battlefields: How Europe's $920 Billion Defense Push Is Opening Doors for Startups

Faced with the realities of modern warfare in Ukraine, NATO is fast-tracking innovation, creating an unprecedented opportunity for agile tech founders to access a once-closed defense market.

Feb 2, 2026

Business

Davos Clash: Jamie Dimon's Heated Confrontation with Coinbase CEO Exposes Deep Rift Over Crypto's Future

A reported fiery exchange between JPMorgan's Jamie Dimon and Coinbase's Brian Armstrong at the World Economic Forum lays bare the intensifying battle between traditional finance and the crypto industry over regulation, deposits, and the future of money.

Feb 2, 2026

Business

Pinterest Announces Workforce Restructuring, Doubling Down on AI Amid User Backlash Over 'Synthetic' Content

The visual discovery platform Pinterest is cutting up to 15% of its global workforce as part of a strategic shift toward AI development, a move that has reignited concerns among its user base about the proliferation of AI-generated images flooding the platform.

Feb 2, 2026

Business

Gold Plunge Deepens: Metals Rout Continues as Decade-Long Rally Unravels

Gold and silver extended their historic sell-off on Monday, with spot prices tumbling as much as 4% in early trading. The dramatic reversal follows a record-breaking rally that had lifted precious metals to unprecedented heights, stunning veteran traders and analysts alike.

Feb 2, 2026

Business

Detroit's Dueling Dividends: How Ford and GM Are Fueling Investor Returns

Beyond their legendary rivalry in the truck market, Ford and General Motors are delivering substantial value to shareholders through distinct but equally compelling financial strategies.

Feb 2, 2026

Business

Starbucks Brews a Comeback: How AI and a Return to 'Third Place' Roots Aim to Revive the Coffee Giant

After years of sluggish sales and brand challenges, Starbucks is betting on a dual strategy: deploying AI to streamline operations while reinvesting in the in-store experience. CEO Brian Niccol outlines the plan he believes will restore growth and community connection.

Feb 2, 2026

World

Prediction Markets Face Reality Check as U.S. Braces for Weekend Shutdown

A looming partial government shutdown highlights critical nuances in prediction market contracts, with Polymarket and Kalshi odds soaring as procedural delays in Congress turn betting specifics into the central story.

Jan 31, 2026

Business

Starbucks' Grip on U.S. Coffee Drinkers Loosens Amid Fierce Competition

While America's coffee consumption hits multi-decade highs, Starbucks' market share is eroding. The pioneer now faces a crowded battlefield of value-focused rivals, drive-thru specialists, and international entrants, forcing a strategic rethink of its iconic 'third place' model.

Jan 31, 2026

Business

Inditex Shares Pause After Strong Run: Is the Fashion Giant Still Undervalued?

Inditex (BME:ITX) shares have taken a breather, trading flat over the past week after a robust multi-year performance. With the stock slightly below analyst targets, investors are weighing whether the current price offers value or if the growth momentum is cooling.

Jan 31, 2026

Business

Atlassian's Steep Slide: Is the Collaboration Giant Now a Value Play?

After a punishing 61% decline in its share price over the past year, Atlassian finds itself at a critical juncture. With the stock trading near $118, investors are grappling with whether this represents a profound disconnect from long-term potential or a justified reassessment of growth prospects in a shifting market.

Jan 31, 2026

Business

Definium Therapeutics Bolsters Board with Commercial Veteran Roger Adsett Ahead of Pivotal Trials

Biotech firm Definium Therapeutics appoints seasoned commercial executive Roger Adsett to its board, signaling a strategic shift towards commercialization as key late-stage trial data approaches.

Jan 31, 2026

Business

Zoom's Hidden AI Asset: How Its Stake in Anthropic Is Reshaping the Investment Narrative

Zoom Video Communications' early investment in AI powerhouse Anthropic is emerging as a critical, and potentially undervalued, component of its growth story, prompting analysts and investors to reassess the company's long-term trajectory beyond video conferencing.

Jan 31, 2026

Business

GM Shifts Production North: Oshawa Job Cuts Signal Strategic Pivot to U.S. Manufacturing Base

General Motors is cutting over 700 positions at its Oshawa, Ontario plant, redirecting investment and workforce development to its U.S. facilities. The move underscores a strategic realignment of North American operations amid evolving trade dynamics and a focus on core truck and SUV programs.

Jan 31, 2026