Executive Move

Business

Lumentum Shares Surge 8% Ahead of Earnings, Fueled by Analyst Optimism on AI Networking Demand

Lumentum Holdings Inc. saw its stock price climb over 8% on Monday, extending recent gains as investors positioned themselves ahead of quarterly results. The rally was supported by a series of bullish price target upgrades from major Wall Street firms, citing the company's exposure to the infrastructure needs of agentic AI and advanced reasoning networks.

Feb 3, 2026

Business

Carnival Stock Surges 8% on Dividend Announcement and Sector Optimism

Shares of Carnival Corporation & plc (NYSE: CCL) jumped sharply Monday, buoyed by a new dividend payment and a wave of positive sentiment sweeping the cruise industry following strong results from a key competitor.

Feb 3, 2026

Business

GameStop Surges 8% on CEO Cohen's Bold $1 Billion Acquisition Plan

Shares of GameStop (GME) jumped sharply Monday after CEO Ryan Cohen outlined an ambitious billion-dollar acquisition strategy aimed at transforming the company and fueling its long-term growth ambitions.

Feb 3, 2026

Business

Corning Shares Surge on Rare Earths Stockpile Project, Meta Deal Momentum

Corning Inc. (GLW) stock jumped nearly 7% Monday, fueled by investor optimism over its participation in a major federal rare earths initiative and a recent multi-billion dollar supply agreement with Meta Platforms.

Feb 3, 2026

Business

JetBlue Shares Climb 8% After Analysts Lift Price Targets, Despite Quarterly Losses

JetBlue Airways saw its stock surge Monday following revised analyst outlooks, even as the carrier reported a widened fourth-quarter net loss. The boost reflects optimism around strategic partnerships and new cabin offerings.

Feb 3, 2026

Business

Nvidia's $100 Billion Question: CEO Huang Tempers Expectations as AI Capex Scrutiny Intensifies

Nvidia's stratospheric valuation faces a reality check as CEO Jensen Huang downplays speculation of a $100B OpenAI investment. The chipmaker's role as the indispensable 'tollbooth' for AI infrastructure is under the microscope, with markets demanding tangible growth catalysts beyond sentiment.

Feb 3, 2026

World

Iran Signals Readiness for Talks with U.S., Calls for 'Fair and Equitable' Negotiations

Iranian President Ebrahim Raisi has directed his foreign minister to engage in what he termed 'fair and equitable negotiations' with the United States, marking a potential diplomatic opening amid longstanding tensions.

Feb 3, 2026

Business

Binance Withdrawals Back Online Following Brief Technical Halt, Easing Trader Jitters

Binance has restored withdrawal services after a roughly 20-minute disruption attributed to technical issues, providing some relief during a volatile period for cryptocurrency markets.

Feb 3, 2026

Business

Digital Realty Makes Strategic Entry into Malaysia with Cyberjaya Data Center Acquisition

Global data center giant Digital Realty Trust has finalized a deal to acquire the TelcoHub 1 facility in Cyberjaya, marking its formal entry into the Malaysian market and signaling a major expansion of its Southeast Asian footprint.

Feb 3, 2026

Business

China's Tech Giants Secure Massive NVIDIA H200 Chip Orders Amid Shifting Semiconductor Policy

Chinese authorities have approved ByteDance, Alibaba, and Tencent to purchase over 400,000 of NVIDIA's flagship H200 AI chips, signaling a pragmatic shift in Beijing's approach to balancing advanced U.S. technology with domestic chip ambitions.

Feb 3, 2026

Business

Iron Mountain (IRM) Gains Analyst Favor as Storage, Data Centers, and IT Asset Business Drive Growth

Barclays raises price target on Iron Mountain, citing strength in storage, rentals, and its expanding IT asset lifecycle unit. The firm's data center leasing and cost restructuring are also seen as key catalysts for 2026.

Feb 3, 2026

Business

Bank of America Bullish on Celestica, Initiates Coverage with $400 Price Target

Bank of America has initiated coverage on electronics manufacturing services provider Celestica with a 'Buy' rating, citing the company's strategic position to capitalize on the AI data center infrastructure boom. The firm set a price target of $400, forecasting strong growth driven by custom server and networking switch demand.

Feb 3, 2026

Business

Bank of America Taps Credo Technology as Key Long-Term Play in AI Infrastructure Boom

Analysts highlight Credo Technology Group (CRDO) as a core beneficiary of soaring cloud and AI data center spending, with revenue projected to nearly triple in FY2026 amid industry-wide capex surge.

Feb 3, 2026

Business

Microsoft Doubles Down on AI Independence with Maia 200 Chip and Software Push

Microsoft launches its second-generation Maia AI processor and new software tools, challenging Nvidia's dominance and aiming to reduce reliance on external suppliers for its booming cloud AI services.

Feb 3, 2026

Business

KeyBanc Raises Amazon Price Target to $308, Citing Cloud Rebound and Grocery Growth

KeyBanc Capital Markets has reiterated its bullish stance on Amazon.com, Inc., lifting its price target and highlighting underestimated momentum in AWS and the grocery sector, even as the company continues a significant corporate workforce restructuring.

Feb 3, 2026

Business

Harvey Norman Defies Earnings Slump to Deliver Stellar 82% Total Return Over Three Years

Despite a recent share price dip and declining earnings per share, Harvey Norman Holdings (ASX:HVN) has generated a robust 82% total shareholder return since 2021, fueled by dividends and investor confidence in its long-term strategy.

Feb 3, 2026

Business

Insider Confidence: European Growth Stocks Where Management Has Skin in the Game

Amid a cautiously recovering Eurozone, companies with substantial insider ownership are drawing investor attention. This alignment of interests often signals conviction in long-term growth, as seen in three standout firms from the fashion tech, aquaculture, and biotech sectors.

Feb 3, 2026

Business

Seeking Stability: Top European Dividend Picks for February 2026 Amid Economic Recovery

As the Eurozone economy shows signs of steady, if modest, growth, income-focused investors are turning to dividend stocks for reliable returns. We analyze three standout European companies offering attractive yields and resilient business models in the current climate.

Feb 3, 2026

Business

From Theory to Trading Floor: Tokenized Stocks, Gold, and Treasuries Enter the Mainstream

Once a futuristic concept, asset tokenization is now a tangible reality. Major platforms are integrating tokenized versions of traditional assets like U.S. stocks, gold, and Treasury bonds, blurring the lines between crypto and conventional finance and enabling 24/7 trading.

Feb 3, 2026

Business

Asia Markets, Gold Bounce Back; Bitcoin's Slide Deepens Divergence with Traditional Assets

Asian equities and gold rebounded sharply on Tuesday, recovering from a steep two-day sell-off. However, Bitcoin's steeper weekly losses highlight a growing performance gap, underscoring a shift in investor preference toward traditional markets that began in late 2024.

Feb 3, 2026