Geopolitical Strategy

Business

Bargain Hunting in Asia: Three Undervalued Stocks Poised for Growth Amid Market Volatility

Amid economic headwinds and geopolitical tensions, discerning investors are scouring Asian markets for hidden gems. We spotlight three companies—from China's food sector to Taiwan's tech and Japan's chemicals—trading significantly below their estimated intrinsic value, offering potential upside for the patient investor.

Feb 2, 2026

Business

Palantir Soars on AI-Driven Earnings Beat, Defying Skeptics with "Remarkable" Growth

Palantir Technologies' stock surged after hours as its Q4 earnings and bullish 2026 guidance surpassed analyst forecasts, signaling a powerful acceleration in its AI software business and vindicating CEO Alex Karp's long-term strategy.

Feb 2, 2026

Business

Supercomnet's Five-Year Plunge: A Cautionary Tale for Malaysian Tech Investors

While long-term investing remains a cornerstone strategy, Supercomnet Technologies Berhad (KLSE:SCOMNET) serves as a stark reminder of its pitfalls. Shareholders who invested five years ago are facing a 63% total loss, starkly underperforming the broader market and raising questions about the disconnect between company performance and stock valuation.

Feb 2, 2026

Business

Markets Shrug Off Metals Rout, Focus on Strong Data and Trade Deals

Wall Street and the dollar advanced as robust economic indicators and a U.S.-India trade pact overshadowed a continued historic selloff in precious metals. Investors recalibrate around growth optimism and shifting geopolitical winds.

Feb 2, 2026

World

German Chancellor Merz Calls for Urgent European Sovereignty Amid Global 'Epochal Break'

In a stark New Year's address, German Chancellor Friedrich Merz warned that Europe faces an 'epochal break' in global order and must urgently strengthen its strategic autonomy, economic competitiveness, and defense capabilities to navigate rising geopolitical tensions.

Feb 2, 2026

Business

Opera Stock Surges as MiniPay Wallet Embraces Tether's USDT, Signaling Deeper Crypto Push

Opera's shares soared nearly 18% after the browser company integrated Tether's dominant USDT stablecoin into its MiniPay wallet, highlighting investor optimism around its Web3 strategy despite unanswered questions on long-term monetization.

Feb 2, 2026

Business

UPS Dividend Safety Comes at a Cost: Strategic Shifts Raise Questions for Future Growth

UPS's ambitious free cash flow target for 2026 appears to secure its hefty dividend, but a closer look reveals reliance on asset sales, deep cost cuts, and reduced capital investment—a strategy that may be mortgaging its long-term expansion.

Feb 2, 2026

Business

HubSpot's Strategic Shift: Upmarket Gains and AI Agents Fuel Growth Amid SMB Softness

Wall Street analysts are reaffirming confidence in HubSpot's long-term strategy, pointing to its successful expansion into larger enterprise clients and the integration of AI agents across its platform. While concerns linger over softening demand from small and mid-sized businesses, the company's focus on multi-hub adoption and upmarket contracts is seen as reshaping its core growth engine.

Feb 2, 2026

Business

FTSE 100 Powers to Record Close, Defying Commodity Carnage

London's blue-chip index surged to a historic high as investors rotated into defensive sectors, shrugging off a brutal sell-off in precious metals and oil triggered by geopolitical shifts and regulatory moves.

Feb 2, 2026

Business

Jim Cramer Touts Rio Tinto as a 'Haven' Amid Global Uncertainty

CNBC's Jim Cramer reaffirmed his bullish stance on Rio Tinto, highlighting the mining giant's role as a strategic hedge against geopolitical and economic volatility during the show's Lightning Round.

Feb 2, 2026

Business

Jim Cramer's Bitcoin Warning: Calls for Rally as Price Tumbles, Saylor Buys Dip

CNBC's Jim Cramer issues a stark warning on Bitcoin's volatility, predicting a key support level while questioning MicroStrategy's Michael Saylor. Amid a sharp sell-off, Saylor's firm continues its aggressive accumulation strategy.

Feb 2, 2026

World

Spain's Golden Reserves Hit Record High, Echoes of 'Moscow Gold' Linger

The Bank of Spain's gold and foreign exchange reserves soared to nearly €94 billion in 2025, a historic peak fueled by global demand. As bullion's role evolves, the nation's complex history with its gold—from the Civil War-era 'Moscow gold' controversy to modern monetary strategy—offers a poignant backdrop.

Feb 2, 2026

Business

Fidelity's Rising Rates ETF: A Contrarian Hedge for a Shifting Macro Landscape

As the Federal Reserve holds rates steady, defying early-year cut expectations, investors are weighing tools for a potential policy pivot. The Fidelity Dividend ETF for Rising Rates (FDRR) offers a unique, tech-infused strategy designed to navigate—and potentially profit from—a higher-rate environment.

Feb 2, 2026

Business

Disney Braces for Impact as International Tourism to U.S. Parks Slows

The entertainment giant signals a downturn in overseas visitors to its American resorts, with industry analysts citing geopolitical tensions and shifting travel policies as contributing factors.

Feb 2, 2026

Business

Beyond the AI Hype: Why Apple and Berkshire Hathaway Anchor a Prudent Portfolio for 2026

Amid market volatility driven by AI speculation, a seasoned investor makes the case for a dual-anchor strategy built on Apple's surging iPhone sales and Berkshire Hathaway's formidable $378 billion cash reserve.

Feb 2, 2026

Business

Saudi Arabia Launches Ambitious $64 Billion Privatization Drive, Targeting Private Capital by 2030

Saudi Arabia unveils a new national strategy aiming to attract $64 billion in private investment by 2030 through over 220 public-private partnerships across key sectors, marking a significant shift in its economic model amid broader spending reassessments.

Feb 2, 2026

Business

StepStone Group Launches S-Core Platform, Taps Industry Veteran Jennifer Jones to Lead Core Real Estate Push

StepStone Group has formally entered the core real estate arena with the launch of its S-Core platform, appointing former UBS executive Jennifer Jones as Partner to helm the global strategy. The move signals a strategic expansion aimed at capturing institutional capital seeking stable income and long-term holdings.

Feb 2, 2026

Business

The Great Metals Meltdown: How a Year-Long Rally in Gold and Silver Crashed in a Single Day

A speculative frenzy fueled by geopolitical tensions and dollar fears met its abrupt end last Friday, triggering the worst single-day plunge in silver since 1980 and a massive gold sell-off. Analysts point to leveraged bets and a shifting Fed outlook as key catalysts for the historic crash.

Feb 2, 2026

Business

Frost Bank Charts Independent Course as Texas Banking Landscape Consolidates

Amid a flurry of bank mergers and acquisitions reshaping Texas, San Antonio-based Frost Bank is doubling down on its organic growth strategy. CEO Phil Green asserts the bank has "zero interest" in M&A, positioning itself to win customers dislocated by industry upheaval.

Feb 2, 2026

Business

Following the Money: Three Tech Stocks in Focus After Pelosi's $69 Million Portfolio Reshuffle

Recent financial disclosures reveal significant repositioning by Speaker Emerita Nancy Pelosi and her husband in tech giants Nvidia, Apple, and Alphabet, sparking investor interest in their strategy of locking in gains while maintaining bullish exposure.

Feb 2, 2026