Electrical Sector

Business

Arkema's Battery Ambitions and Sustainability Credentials: Is the Market Still Underestimating the Stock?

French specialty chemicals giant Arkema has inked a strategic battery partnership and secured a top sustainability rating. Analysts are weighing whether these moves signal a transformative shift for the company's role in the EV and energy storage sectors, and if its current share price fully reflects this potential.

Feb 3, 2026

Business

Analysts Cut Target on Frac Sand Producer Atlas Energy as Shares Extend Slide

Stephens slashes its price target for Atlas Energy Solutions (AESI) to $16, citing a mixed outlook. The stock, already down nearly 50% over the past year, fell further this week amid broader energy sector weakness.

Feb 3, 2026

Midi Health Reaches $1B 'Unicorn' Status, Championing a 'Hospital Without Walls' for Women's Midlife Care

The telehealth platform's landmark valuation signals a pivotal shift for the historically underfunded women's health sector, as it scales specialized care for menopause and beyond.

Feb 3, 2026

Business

ClearBridge Sees Long-Term Value in Casella Waste Despite Market Headwinds

In its latest investor letter, ClearBridge Investments highlighted Casella Waste Systems (CWST) as a long-term compounder, even as its mid-cap strategy faced a challenging quarter marked by narrow market leadership and sector-specific weakness.

Feb 3, 2026

Business

Bloom Energy Soars on $2.65 Billion Power Deal, Fueling AI Infrastructure Boom

Bloom Energy's stock surged nearly 75% in January, propelled by a landmark agreement with American Electric Power and soaring demand from the data center sector.

Feb 3, 2026

Business

AI Demand Fuels Western Digital's $4 Billion Share Buyback Expansion

Western Digital's board has authorized an additional $4 billion for stock repurchases, capitalizing on surging demand for its memory chips from the artificial intelligence sector. The announcement follows strong quarterly forecasts and extends a rally that has seen the company's shares more than triple in value over the past year.

Feb 3, 2026

Business

Chevron's 4% Yield and Financial Fortitude Position It as a Top Dividend Contender for 2026

Amidst the inherent volatility of the energy sector, Chevron's vertical integration, 38-year dividend growth streak, and industry-leading balance sheet offer investors a rare blend of high yield and resilience.

Feb 3, 2026

Business

DNOW's Stock Surge Sparks Debate: Undervalued Gem or Overheated Momentum Play?

Shares of energy and industrial distributor DNOW Inc. have rallied sharply, gaining over 16% year-to-date. With the stock closing at $15.56, analysts and investors are divided: does a reported intrinsic value of $17 signal a buying opportunity, or do premium earnings multiples and sector headwinds suggest caution?

Feb 3, 2026

Business

DeFi's Resilience Tested: Total Value Locked Holds Firm Amid Crypto Market Rout

While major cryptocurrencies plummet to multi-year lows, the total value locked in decentralized finance protocols has shown remarkable stability, suggesting a maturing sector and continued investor commitment to yield generation.

Feb 3, 2026

Business

Diamond Hill Bets on Vision Care Giant Cooper Companies Amid Market Volatility

Diamond Hill Capital's Large Cap Fund added medical device maker Cooper Companies (COO) to its portfolio in Q4 2025, positioning for long-term growth in the resilient contact lens and women's health sectors despite recent stock weakness.

Feb 3, 2026

Business

EOG Resources Downgraded by KeyBanc Amid Texas Well Productivity Concerns, Utica Potential in Focus

KeyBanc Capital Markets has downgraded EOG Resources from 'Overweight' to 'Sector Weight,' citing signs of productivity degradation in its core Texas shale assets. While the firm maintains a bullish view on EOG's Utica position, the move reflects heightened selectivity in the energy sector for 2026.

Feb 3, 2026

Business

Carnival Corporation Sails Past Headwinds: Record Profits, Dividend Return, and Bullish Analysts Signal Strong Recovery

Carnival Corporation & plc posts historic annual earnings, reinstates its dividend, and receives a price target upgrade from TD Cowen, underscoring resilient consumer demand despite sector-wide pricing pressures.

Feb 3, 2026

World

Spain Shatters Tourism Records in 2025, Welcoming 96.8 Million Visitors Amid Global Travel Boom

Spain's tourism sector reached unprecedented heights in 2025, with 96.8 million international arrivals and a significant boost in visitor spending, reinforcing its position as a global powerhouse while intensifying debates on sustainability and local impact.

Feb 3, 2026

Business

AI Anxiety Triggers Sharp Sell-Off in European Tech and Advertising Stocks

European software, data analytics, and advertising shares tumbled on Tuesday as the rapid evolution of AI models, including new legal-focused tools, sparked investor fears over the durability of established business models. The sell-off highlights a dramatic shift in sentiment toward sectors once considered prime AI beneficiaries.

Feb 3, 2026

Business

UnitedHealth's Steep Decline: A Buying Opportunity or a Value Trap?

UnitedHealth Group shares have tumbled nearly 47% over the past year, significantly underperforming the broader market and raising urgent questions about its valuation. While a standard discounted cash flow model suggests the stock is deeply undervalued, investors are weighing the model's optimistic assumptions against mounting regulatory and operational headwinds in the healthcare sector.

Feb 3, 2026

Business

Software Stocks in Freefall as AI Disruption Fears Trigger 'SaaSpocalypse'

A wave of panic selling has engulfed the software sector, with even giants like Microsoft not spared. Investors are fleeing on fears that artificial intelligence will erode pricing power, competitive advantages, and long-term growth, creating what traders are calling a 'SaaSpocalypse'.

Feb 3, 2026

Business

Cramer's Call: McKesson Earnings Often Trigger Stock Surge, But Political Headwinds Loom

CNBC's Jim Cramer has spotlighted healthcare distributor McKesson Corp., noting its history of post-earnings rallies. However, the 'Mad Money' host cautions that aggressive regulatory rhetoric from the White House could unsettle the entire sector.

Feb 3, 2026

Business

U.S. Factory Activity Roars Back, Fueling Debate Over Bitcoin's Next Move

A sharp rebound in the U.S. manufacturing sector to its highest level in over three years is dividing crypto analysts, with some seeing it as a bullish macro tailwind for Bitcoin and others warning it could delay Federal Reserve rate cuts.

Feb 3, 2026

Business

Seeking Stability in a Bull Market: Three Dividend Stocks Yielding Up to 4%

As major indices rally, investors are turning to dividend-paying stocks for a blend of income and stability. We analyze three financial sector picks offering yields between 3.4% and 4.1%, assessing their value and reliability in the current climate.

Feb 3, 2026

Business

NXP Beats Q4 Estimates, Offers Upbeat Outlook Amid Mixed Market Signals

NXP Semiconductors surpasses Q4 expectations and projects strong first-quarter guidance, though shares dip as analysts debate the pace of the chip sector's recovery.

Feb 3, 2026