Geopolitical Tension

Business

Ichor Holdings: A Valuation Check After the Stock's Wild Ride

Ichor Holdings (ICHR) shares have taken investors on a rollercoaster, soaring over 64% in a month before a sharp 9% single-day drop. With the semiconductor equipment maker posting revenue near $1 billion alongside net losses, the market is grappling with how to price its future in a cyclical industry. We examine whether the pullback presents a buying opportunity or a warning sign.

Jan 31, 2026

Business

Avnet's Stock Surge Sparks Valuation Debate: Is the Rally Justified?

Avnet's shares have soared over 22% in a week, pushing the stock above analyst targets and raising questions about whether its current price reflects sustainable growth or speculative momentum.

Jan 31, 2026

Business

Palantir Expands Industrial and Sovereign AI Footprint with HD Hyundai Partnership and EMEA Data Center Role

Palantir Technologies strengthens its position in industrial digital transformation and secure AI infrastructure through a broadened partnership with South Korea's HD Hyundai and a new role in developing sovereign AI data centers across Europe, the Middle East, and Africa.

Jan 31, 2026

World

Venezuela Proposes Sweeping Amnesty Law, Plans to Transform Notorious Helicoide Prison

Venezuela's government has unveiled a draft amnesty law that could free hundreds of detainees, while announcing the conversion of the infamous Helicoide detention center—long accused of abuses—into a sports and social services facility.

Jan 31, 2026

Business

Trump Taps Kevin Warsh for Fed Chair, Testing Central Bank's Independence

President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank sets the stage for a pivotal confirmation battle, raising questions about monetary policy direction and the erosion of the Fed's political firewall.

Jan 31, 2026

Business

Almirall's Valuation Puzzle: Undervalued Gem or Market Mirage?

Shares of Spanish dermatology specialist Almirall (BME:ALM) present a conundrum for investors. While recent trading has been volatile, a key valuation model suggests the stock is trading at a 7.8% discount to its estimated fair value. We examine the bullish case built on its pipeline, the risks it faces, and what the significant gap between its current and forward P/E ratios might signal.

Jan 30, 2026

Business

Warsh Nomination Sparks Dollar Surge, Sends Precious Metals Tumbling

The U.S. dollar staged a sharp rally Friday, while gold and silver prices plunged, following President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank. The move, interpreted as a hawkish signal for monetary policy, combined with strong economic data to reshape market expectations.

Jan 30, 2026

World

Greenland's Mineral Riches: Why Trump's Ambitions Face a Triple Threat

Despite a new U.S. framework for involvement, extracting Greenland's rare earth metals is hampered by Arctic extremes, local political opposition, and strained transatlantic ties.

Jan 30, 2026

Business

Oracle's TikTok Partnership and AI Expansion: A High-Stakes Balancing Act on Growth and Reliability

Oracle's deepening role as TikTok's U.S. data guardian and its aggressive push into regulated AI sectors present a dual narrative of strategic growth and heightened operational scrutiny, following a service outage linked to its infrastructure.

Jan 30, 2026

Business

Trump Taps Former Fed Governor Kevin Warsh for Central Bank's Top Job, Drawing Corporate Applause

Former Federal Reserve Governor Kevin Warsh has been nominated by former President Donald Trump to chair the central bank, a move lauded by business leaders who cite his crisis-era experience and market savvy.

Jan 30, 2026

Business

Axon's AI Ambitions Face Reality Check as Lofty Valuation Meets Earnings Test

Axon Enterprise prepares to report Q4 earnings under intense scrutiny, with its high-flying stock under pressure and a major AI acquisition hanging in the balance. Can its public safety tech expansion justify the premium?

Jan 30, 2026

World

From Barcelona to Phoenix: The Global Tourism Boom's Hidden Cost in Neighborhoods and Housing

As global travel surges past pre-pandemic records, the influx of visitors is straining infrastructure and reshaping communities worldwide. From European protests to quiet American suburbs, the quest for authentic experiences is colliding with local life, fueling a housing crisis and raising a critical question: can cities belong to both residents and tourists?

Jan 30, 2026

Business

From Crash Prophet to Housing Alarmist: Peter Schiff Warns of Looming 'Emergency' in U.S. Real Estate

Economist Peter Schiff, famed for foreseeing the 2008 collapse, now predicts a severe market correction driven by high mortgage rates and unsustainable prices, potentially triggering widespread defaults. While today's market fundamentals differ, his warning underscores deep-seated affordability concerns.

Jan 30, 2026

Business

DXN Holdings Declares Dividend Amid Questions Over Payout Sustainability

DXN Holdings Bhd announces a MYR0.008 per share dividend, yielding an attractive 7.3%. While earnings cover the payout, high cash flow usage and rapid dividend growth raise flags for long-term sustainability, analysts say.

Jan 30, 2026

Business

Fashion's Decarbonization Challenge: The Low-Hanging Fruit Is Gone

New industry data reveals fashion's climate progress has stalled, with coal reliance remaining high and renewable energy adoption minimal. As the easy wins fade, experts call for targeted investment and collective action to tackle the sector's most polluting facilities.

Jan 30, 2026

Business

Trump Taps Kevin Warsh for Fed Chair, Banking on a Loyalist to Reshape Central Bank Policy

President Trump nominates former Fed governor Kevin Warsh to lead the central bank, setting the stage for a potential shift in monetary policy and a test of the institution's famed independence.

Jan 30, 2026

Business

Chevron Caps 'Year of Execution' with Record Output, Dividend Hike, and Strategic Gains

Chevron reported robust fourth-quarter results, emphasizing record global production, major project startups, and increased shareholder returns. Executives detailed progress in the Permian Basin, Gulf of Mexico, and international ventures while outlining a confident outlook for 2026.

Jan 30, 2026

Business

T-Mobile's Balancing Act: Can Network Strength Outweigh Mounting Price War and Softer 2026 Outlook?

T-Mobile US faces a pivotal moment as aggressive industry pricing and a tempered 2026 financial forecast clash with its robust operational performance and network leadership, prompting a major investor exit and forcing a reevaluation of its growth narrative.

Jan 30, 2026

Business

Ameris Bancorp's Mixed 2025 Results: Strong Earnings Tempered by Rising Credit Costs

Ameris Bancorp's latest financial report reveals a dual narrative: robust net interest income and earnings per share, contrasted with a notable increase in loan charge-offs. While share buybacks and profitability metrics remain supportive, analysts are scrutinizing whether the stock's premium valuation is justified amidst emerging credit risks.

Jan 30, 2026

Business

Roper Technologies Shares Slump as Mixed Q4 Results and Cautious Outlook Disappoint Market

Despite posting solid revenue and profit growth for its final quarter of 2025, Roper Technologies' stock fell sharply this week after its guidance for the coming year fell short of Wall Street's expectations, highlighting the challenges for diversified software firms in an AI-dominated market.

Jan 30, 2026