Fuel Cell Technology

Business

Ashtead Technology Holdings: Strong EPS Growth and Insider Buying Signal Potential Upside

While speculative tech stories often capture headlines, Ashtead Technology Holdings (LON:AT.) presents a compelling case built on profitability and sustained growth. With EPS soaring 57% annually over three years and significant insider investment, the subsea equipment specialist is drawing attention from discerning investors.

Feb 2, 2026

Business

South Korea's AI-Fueled Stock Surge Hits a Wall as Global Risk Aversion Spreads

The Kospi index plunged over 5% in its sharpest drop since April, halting program trading and dragging down chip giants Samsung and SK Hynix. The selloff, fueled by global risk-off sentiment and doubts over AI spending, tests the resilience of one of the world's hottest equity markets.

Feb 2, 2026

Business

Bytes Technology Group's Stock Slump Masks Robust Fundamentals, Analysts See Long-Term Value

Despite a recent 9.4% share price decline, Bytes Technology Group (BYIT) showcases exceptional financial health with a 69% ROE, suggesting the current weakness may be a buying opportunity for patient investors.

Feb 2, 2026

Business

Beyond the Hype: Marvell Technology Emerges as a Stealth AI Infrastructure Powerhouse

While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.

Feb 2, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026

Business

Stryker's Record $25.1B Revenue Fuels Valuation Debate: Is the MedTech Giant Still Undervalued?

Stryker Corporation's latest earnings report, driven by its MedSurg, Neurotechnology divisions and the Mako surgical robot, has reignited investor debate. With shares near $370 and a bullish fair value estimate of $427, analysts are weighing robust growth against a premium valuation.

Jan 30, 2026

Business

Charles Schwab Elevates CIO to Helm Newly Formed Technology and Operations Division

Amid a broader leadership restructuring, financial giant Charles Schwab has appointed its CIO, Dennis Howard, to lead a consolidated unit overseeing technology, operations, and data, signaling a strategic shift to deepen the integration of IT with core business functions.

Jan 30, 2026

Business

From Market Laggard to AI Powerhouse: How Micron Technology Became a Top Performer

After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.

Jan 30, 2026

Business

Analysts Eye Credo Technology's AI Data Center Role, But Competition Looms

Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.

Jan 30, 2026

Business

Giverny Capital Exits Align Technology, Citing AI Stock Shift and Market Dynamics

Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.

Jan 30, 2026

Business

Institutional Confidence Fuels New Oriental's Rally: Stock Surges 5.4% Amid Strong Backing

New Oriental Education & Technology Group (NYSE: EDU) sees its stock momentum bolstered by substantial institutional ownership, which now stands near 49%. Last week's $482 million market cap gain adds to a 22% annual return, highlighting investor faith in the Chinese education giant's post-regulatory overhaul trajectory.

Jan 30, 2026

Business

AbCellera Biologics: A Tale of Two Valuations Amid Steep Share Decline

Shares of antibody discovery firm AbCellera Biologics plunged 16.8% last week, reigniting debate over its true worth. While a discounted cash flow model suggests deep undervaluation, its sky-high price-to-sales ratio paints a starkly different picture, leaving investors to navigate conflicting signals in a volatile biotech market.

Jan 30, 2026

Business

National Fuel Gas Kicks Off Fiscal 2026 with Strong Upstream Performance, Eyes Pipeline Growth and Ohio Acquisition

National Fuel Gas (NFG) reported robust first-quarter earnings, driven by a 29% surge in upstream EBITDA. Executives highlighted progress on pipeline expansions, strategic hedging against volatile gas prices, and the planned acquisition of CenterPoint's Ohio utility, while reaffirming full-year guidance.

Jan 30, 2026

Business

GSI Technology Posts Q3 Revenue Growth Amid Strategic Pivot to Defense and Edge AI

GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.

Jan 30, 2026

Business

DXC Technology Charts AI-Driven Path Amid Revenue Headwinds, Eyes Long-Term Value

Despite a 4.3% year-over-year revenue decline in Q3 FY2026, DXC Technology outlines a strategic pivot, leveraging its legacy systems and AI to build scalable IP and shift toward value-based pricing models.

Jan 30, 2026

Business

DXC Technology Charts Dual-Track Future: AI Push Gains Traction Amid Revenue Headwinds

DXC Technology's latest earnings reveal a company in transition, betting big on 'AI-native' products to offset declines in its legacy IT services. While revenue dipped, improved bookings and a strong cash position signal cautious optimism for its strategic pivot.

Jan 30, 2026

Business

Enova International Posts Strong 2025 Results Fueled by Lending Growth and Buybacks, But High Leverage Raises Questions

Enova International reports robust revenue and earnings growth for Q4 and full-year 2025, driven by expansion in its consumer and small business lending segments and a significant share repurchase program. While the financial technology lender's machine-learning underwriting and capital returns strategy have rewarded shareholders, analysts point to its elevated debt load and exposure to economic cycles as key areas for investor scrutiny.

Jan 30, 2026

Business

TSMC Shares Soar to Record Peak Amid AI Boom, Fueling Investor Debate

Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.

Jan 30, 2026

Business

Barcelona's Biorce Raises $52.5 Million to Fuel Global Expansion of AI-Powered Clinical Trial Platform

Spanish healthtech startup Biorce has closed a substantial Series A round, backed by prominent venture capital and angel investors, to scale its AI-driven clinical trial solution, Aika, internationally amid a tightening regulatory landscape.

Feb 2, 2026

Business

Twist Bioscience Posts 12th Straight Quarter of Growth, Fueled by AI-Driven Biotech Demand

Synthetic biology leader Twist Bioscience reported strong Q1 FY2026 results, with revenue climbing 17% year-over-year to $103.7 million. Management highlighted accelerating demand from AI-powered drug discovery and reiterated its path to adjusted EBITDA breakeven by Q4 FY2026.

Feb 2, 2026