Freight Market

Business

NCR Voyix Stock: A Glimmer of Hope or a Value Trap? Analysts Weigh In After Recent Volatility

Shares of NCR Voyix (VYX) saw a modest uptick this week, yet the broader picture remains challenging. With a significant decline over the past year and a net loss reported on substantial revenue, investors are questioning if the current valuation gap represents a genuine opportunity or a reflection of deeper issues.

Jan 30, 2026

Business

Needham Backs FuboTV with Buy Rating, Sees Over 65% Upside as Live TV Streaming Gains Ground

Needham analyst Laura Martin reaffirms a Buy rating on FuboTV with a $4.25 price target, highlighting the company's strategic position as a leading live TV streaming platform amid a broader shift from traditional cable.

Jan 30, 2026

Business

Kosmos Energy's High-Stakes Refinancing: A Strategic Pivot or a Costly Gamble?

Kosmos Energy's recent debt tender offer and high-yield bond issuance signal a bold move to restructure its balance sheet. While extending maturities, the strategy comes with significantly higher interest costs, raising questions about the long-term financial trade-offs for the oil and gas explorer.

Jan 30, 2026

Business

Partner Default in Otway Basin Puts ConocoPhillips' Project Costs and Strategy Under Scrutiny

3D Energi's failure to meet a payment obligation on the ConocoPhillips-operated Otway Basin exploration project has triggered a trading halt and raised questions about cost impacts, partnership structures, and the oil major's valuation resilience.

Jan 30, 2026

Business

Meesho's Aggressive Growth Push Fuels Widening Losses in First Post-IPO Earnings

Indian e-commerce challenger Meesho reported a significant widening of its quarterly net loss to ₹4.91 billion, as a 44% surge in expenses outpaced strong revenue growth, marking a costly start to its life as a public company.

Jan 30, 2026

Business

Endeavour Silver's Strategic Pivot: How Base Metals from Kolpa Could Reshape the Miner's Future

Endeavour Silver's 2026 production guidance signals a strategic shift, with the new Kolpa mine set to deliver significant lead, zinc, and copper output. This diversification beyond precious metals aims to stabilize revenue, but execution risks and funding challenges remain key hurdles for the TSX-listed miner.

Jan 30, 2026

Business

Monolithic Power Systems: Riding the Semiconductor Wave, But Is the Valuation Justified?

MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.

Jan 30, 2026

Business

Lam Research Posts Record Results on AI Boom, But Expansion Plans Face Scrutiny

Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.

Jan 30, 2026

Business

CoreWeave's $2B Nvidia Lifeline Meets Mounting Legal Scrutiny Over AI Capacity Claims

AI cloud provider CoreWeave faces a critical juncture as a massive equity investment from chip giant Nvidia clashes with securities class actions alleging the company misled investors about its operational capacity and supplier dependencies.

Jan 30, 2026

Business

Analysts Bullish on ASML: TD Cowen Lifts Price Target to €1,500 on Surging EUV Demand

Investment firm TD Cowen has significantly increased its price target for semiconductor equipment leader ASML Holding, citing robust bookings for its cutting-edge EUV lithography systems and a clear path for capacity expansion to meet relentless AI-driven demand.

Jan 30, 2026

Business

Mizuho Upgrades Applied Materials to Outperform, Citing Strong Global Chip Equipment Demand

Mizuho Securities raised its rating on Applied Materials (AMAT) to Outperform, with a $370 price target, forecasting accelerated growth in global wafer fab equipment spending driven by major chipmakers' capital expenditure plans.

Jan 30, 2026

Business

JPMorgan Affirms Bullish Stance on ServiceNow After Partner Survey, Sees AI as Growth Driver, Not Threat

JPMorgan reiterates its Overweight rating on ServiceNow (NOW) with a $215 price target, following checks with nine ecosystem partners. While growth expectations have moderated slightly, the firm finds AI is fueling expansion and mission-critical projects continue unabated.

Jan 30, 2026

Business

Coinbase CEO Pledges to Match Federal 'Trump Accounts' Contributions, Eyes Bitcoin Payments

Coinbase CEO Brian Armstrong announces the company will match the U.S. government's $1,000 'Trump Accounts' contribution for eligible children of employees, with a preference to execute the match in Bitcoin, highlighting crypto's growing intersection with federal policy initiatives.

Jan 30, 2026

Business

Meta's Q4 Earnings Soar on AI and Ad Growth, But Soaring Costs Spark Investor Scrutiny

Meta Platforms delivered a stronger-than-expected quarter, fueled by robust advertising revenue and user growth. However, the company's sharply rising expense forecasts for AI and infrastructure investments are drawing increased analyst attention.

Jan 30, 2026

Business

Trump Taps Former Fed Governor Kevin Warsh to Helm Central Bank

President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and critic of current monetary policy, to succeed Jerome Powell as Chair of the Federal Reserve, setting the stage for a potential shift in the central bank's direction.

Jan 30, 2026

Business

Intel's Foundry Ambitions Gain Momentum: Apple and Nvidia Reportedly Eyeing 2028 Partnerships

Geopolitical shifts and capacity constraints are positioning Intel Foundry as a potential strategic supplier for tech giants Apple and Nvidia by the end of the decade, according to industry reports.

Jan 30, 2026

Business

Envision Energy Lands Landmark Turbine Deal for Vietnam's First Large-Rotor Offshore Wind Projects

Envision Energy will supply its high-capacity EN-226 turbines for a 128MW nearshore wind cluster in Vietnam, marking a significant step in the country's Power Development Plan VIII and setting a potential benchmark for regional offshore development.

Jan 30, 2026

Business

Brazil's Digital Banking Giant Nubank Clears Key Hurdle for U.S. Expansion with Conditional National Charter

Nubank, the Latin American fintech leader, has secured conditional approval from the OCC for a U.S. national bank charter, setting an 18-month timeline to launch and challenging incumbent banks with its digital-first model.

Jan 30, 2026

Business

The Silent Retirement Thief: How Inflation Can Drain $200K From Your Nest Egg

While rising prices are felt at the checkout line, their long-term erosion of retirement savings is often overlooked. Experts warn that cumulative inflation across essential categories could create a six-figure shortfall for unprepared retirees.

Jan 30, 2026

Business

Institutional Investors Hold the Reins at AEW UK REIT, With 85% Stake

AEW UK REIT plc (LON:AEWU) is overwhelmingly owned by institutional investors, a sign of significant confidence but also concentrated influence. We examine the ownership structure and what it means for the £170m property trust.

Jan 30, 2026