Global Economics

Business

Kyndryl Doubles Down on AI-Driven SAP Modernization in Bid to Redefine Legacy IT Services

The IT infrastructure giant is deepening its SAP partnership with a new Center of Excellence and an AI-powered 'Clean Field' methodology, aiming to automate complex migrations and modernizations for enterprise clients. The strategic push highlights Kyndryl's attempt to pivot from low-margin maintenance work to higher-value AI-enabled transformation services.

Jan 30, 2026

Business

Gallagher Posts Strong Q4 Growth, Eyes M&A Expansion Amid Stable Casualty Market

Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.

Jan 30, 2026

Business

Deckers Outdoor Soars on HOKA and UGG Momentum, Raises Full-Year Outlook

Fueled by exceptional demand for its HOKA and UGG brands, Deckers Outdoor Corp. posted a robust third-quarter performance, prompting the company to raise its fiscal 2026 guidance. Executives pointed to strategic product launches, direct-to-consumer strength, and clean marketplace inventories as key drivers.

Jan 30, 2026

Business

Stryker Caps Record Year with Strong Q4, Bullish on 2026 Despite Market Headwinds

The medical technology giant reports double-digit organic sales growth for the fourth consecutive year, driven by its Mako robotic system and strategic leadership shifts, while navigating tariffs and a shifting competitive landscape.

Jan 30, 2026

Business

Apple Soars to Record Q1 Revenue on iPhone 17 Surge, Navigates Supply Headwinds

Apple's fiscal first-quarter earnings shattered expectations with $143.8 billion in revenue, fueled by unprecedented demand for the iPhone 17 in Greater China. While services hit new highs, the company flags memory cost pressures and supply constraints for the coming quarter.

Jan 30, 2026

Business

SAP Shifts Healthcare Strategy, Appoints New North America Chief Amid Market Scrutiny

SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.

Jan 30, 2026

Business

Southern Copper Soars on Record Profits and Dual Dividend Payout, Fueling Investor Debate

Shares of Southern Copper Corporation (SCCO) surged nearly 18% following the release of its blockbuster 2025 financial results, which featured record annual earnings and a dual cash-and-stock dividend. The performance underscores the miner's robust cash generation but also intensifies scrutiny over its lofty valuation and the execution risks of its massive project pipeline.

Jan 30, 2026

Business

Starbucks Faces Legal and Supply Chain Headwinds Amid Turnaround Bid

A new lawsuit alleging wrongful termination and safety cover-ups, coupled with ongoing supply shortages, challenges the coffee giant's operational resilience and brand trust as its new CEO executes a critical recovery plan.

Jan 30, 2026

Business

Bell Financial Group Exits Computershare, Testing Investor Confidence in Registry Giant

Bell Financial Group's decision to move its share registry services away from Computershare deals a blow to the ASX-listed services provider, highlighting intensifying competition in the corporate registry market and raising questions about client retention.

Jan 30, 2026

Business

Archer Aviation Secures Key European Foothold with Serbia eVTOL Deal Ahead of Expo 2027

Archer Aviation has inked a strategic partnership with Serbia to supply its electric air taxis, positioning the company as the official urban air mobility partner for the 2027 Belgrade Expo. The agreement marks a significant expansion into Europe and includes options for fleet sales and local industrial collaboration.

Jan 30, 2026

Business

International Seaways Charts New Course: Fleet Reshuffle and Full Tankers International Takeover Fuel Valuation Debate

International Seaways (INSW) is aggressively repositioning its fleet, securing full control of Tankers International and selling older vessels. As its stock surges, analysts are divided on whether the strategic moves have already been priced in or if significant upside remains.

Jan 30, 2026

Business

SThree Announces June Dividend, But Sustainability Questions Linger

Specialist recruiter SThree plc confirms a £0.092 per share dividend payment in June, offering a headline yield of 7.5%. While cash flow coverage appears robust, analysts point to a history of payout instability and stagnant earnings as causes for investor caution.

Jan 30, 2026

Business

Thyssenkrupp Shares Soar 220%: Is the Rally Justified or Has the Train Left the Station?

Thyssenkrupp AG's stock has skyrocketed over the past year, leaving investors to grapple with a critical question: does the German industrial giant still offer value, or is it now overhyped? We delve into the valuation metrics, market context, and expert perspectives to separate signal from noise.

Jan 30, 2026

Business

KKR's Stock Slump: A Buying Opportunity or a Valuation Trap?

KKR & Co.'s shares have retreated over 10% this year, prompting investors to question if the alternative asset manager's long-term growth story justifies its premium valuation. We analyze key metrics and expert narratives to gauge the stock's true appeal.

Jan 30, 2026

Business

Beyond the Penny Stock Label: Three Asian Equities Showing Financial Resilience

In a volatile market, certain low-priced Asian stocks are drawing attention not just for their valuation, but for underlying financial strength. We examine three such companies—from healthcare in New Zealand to property services in Greater China—that defy the typical 'penny stock' stereotype with solid fundamentals.

Jan 30, 2026

Business

Visa Posts Strong Q1 2026 Results, Fueled by Payment Volume and Strategic Services Growth

Visa Inc. reported a 15% surge in net revenue for its first fiscal quarter of 2026, citing robust payments volume and significant gains in its value-added services and commercial solutions.

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

Viavi Solutions Stock Soars to 22-Year High After Announcing Cost-Cutting Restructuring Plan

Shares of communications testing firm Viavi Solutions surged over 17% to a level not seen since 2002, as investors cheered a new restructuring initiative aimed at saving $30 million annually, despite the company posting a quarterly net loss.

Jan 30, 2026

Business

Sumitomo Metal Mining Soars to Record High on Regnault Gold Boost, But Valuation Concerns Loom

Sumitomo Metal Mining's shares surged nearly 10% to a historic peak following an upgraded resource estimate at its Canadian gold project, capping a stunning 183% annual rally. The dramatic run-up, however, leaves investors grappling with a sky-high valuation that appears disconnected from traditional metrics.

Jan 30, 2026

Business

Insider Confidence: Asian Growth Stocks Where Leadership Has Skin in the Game

Amidst market volatility, a select group of Asian companies with significant insider ownership are drawing investor attention, signaling strong internal belief in their long-term growth trajectories.

Jan 30, 2026