Global Macro

Business

Global-E Online's Valuation Crossroads: Is the E-Commerce Enabler a Bargain or Still Overpriced?

As Global-E Online's stock hovers near 52-week lows, a deep dive into its valuation reveals a complex picture. While a discounted cash flow model suggests the shares are fairly priced, its premium price-to-sales multiple tells a different story, leaving investors to weigh growth potential against current metrics.

Feb 5, 2026

Business

AeroVironment Soars Post-BlueHalo: Defense Tech Giant Poised for Growth Amid Global Shift to Autonomous Warfare

Following its transformative $4.1 billion acquisition of BlueHalo, AeroVironment (AVAV) is emerging as a key player in the next generation of defense technology. With soaring contract values and a strategic pivot to integrated multi-domain systems, the company stands to benefit from rising global defense budgets focused on drones and electronic warfare.

Feb 4, 2026

Business

Bitcoin's Search for a Floor: Divergent Views from Novogratz and Burry Amid Macro Shifts

As Bitcoin struggles below $76,000, industry titans Mike Novogratz and Michael Burry offer starkly contrasting outlooks. This analysis delves into their arguments, the impact of ETFs, and a broader macroeconomic theory that could redefine Bitcoin's role between 'inside' and 'outside' money.

Feb 4, 2026

Business

Zeta Global Shares Tumble Amid AI Sector Sell-Off, Despite Strong Product Pipeline

Zeta Global Holdings saw its stock price drop over 11% this week, caught in a broader market retreat from AI-related names. The sell-off comes despite the company reporting continued momentum in its AI-powered marketing platform and enterprise deal flow, highlighting a disconnect between sector sentiment and business fundamentals.

Feb 4, 2026

Business

Carrier Global's Stock: A Tale of Two Markets as Analysts Weigh Cooling Performance Against Long-Term Heat

While Carrier Global's shares have cooled off over the past year, trailing the surging S&P 500, Wall Street's consensus remains cautiously optimistic. The focus shifts to the company's robust cash flow, strategic growth segments, and whether its current valuation presents a buying opportunity before a projected 2026 earnings rebound.

Feb 4, 2026

Business

From Amazon's Architect to Startup Spouses: Dave and Leigh Anne Clark Bet on AI to Tame Global Supply Chains

Former Amazon logistics chief Dave Clark and his wife Leigh Anne are steering their AI startup, Auger, through the turbulent world of global trade. In an exclusive interview, they reveal how their partnership—both marital and professional—aims to solve the industry's most persistent headaches.

Feb 4, 2026

Business

Beijing Eyes a Larger Global Role for the Yuan as Dollar Volatility Creates an Opening

Amid global economic uncertainty and a weakening US dollar, China is accelerating its long-term strategy to elevate the yuan's international standing, though analysts caution that dethroning the dollar remains a distant prospect.

Feb 4, 2026

Business

Carrier Global's Stock Rebound: Is the HVAC Giant Now Fairly Valued?

Carrier Global's shares have rallied over 12% year-to-date, closing recently at $60.36. A deep dive into valuation models reveals a nuanced picture: while a discounted cash flow analysis suggests the stock is priced about right, a tailored price-to-earnings framework hints at modest undervaluation, leaving investors to weigh competing signals.

Feb 3, 2026

Business

Carrier Global's AI Tool 'Tell Me More' Aims to Cement Its Building-Tech Leadership Amid Industry Labor Crunch

Carrier Global's Abound platform has rolled out a generative AI feature designed to provide facility managers with deeper operational insights and guided maintenance for over 150,000 connected assets. The move comes as the HVAC industry grapples with a worsening technician shortage, positioning the tool as a critical aid for knowledge retention and faster troubleshooting.

Feb 3, 2026

Business

Carrier Global Stock Surges: Is the HVAC Giant Undervalued After Recent Rally?

Shares of Carrier Global (CARR) have climbed over 12% in the past month, reigniting the debate on whether the building solutions leader is fairly priced. We examine the valuation gap, underlying drivers, and potential headwinds facing the stock.

Feb 3, 2026

Business

Trump Courts China, India for Venezuelan Oil Deals as Global Energy Map Shifts

President Trump signals openness for China and India to purchase Venezuelan crude, marking a potential shift in U.S. sanctions policy and global oil flows, with strategic implications for asphalt supply chains and geopolitical alliances.

Feb 3, 2026

World

Macron Signals Quiet Push to Reopen Channels with Putin, Despite Kremlin's 'Lack of Will' for Peace

French President Emmanuel Macron has revealed that behind-the-scenes technical work is underway to re-establish contact with Russian leader Vladimir Putin, nearly four years into the Ukraine war. While emphasizing continued support for Kyiv, Macron admitted Moscow shows no real desire for a ceasefire, framing the move as a necessary European diplomatic initiative.

Feb 3, 2026

Business

Beyond the S&P 500: Why Global Diversification May Be the Answer to Lofty U.S. Valuations

With major U.S. indices trading at historically high multiples, investors are increasingly looking abroad. The Vanguard Total International Stock ETF (VXUS) offers a diversified, value-oriented path to global growth, contrasting sharply with the concentrated tech exposure of the domestic market.

Feb 3, 2026

Business

Crypto Markets Stage Tentative Rebound Amid Lingering Macro Fears

After a brutal week of sell-offs, digital asset prices edged higher on Tuesday, with the global market capitalization rising 2.5% to $2.72 trillion. Analysts point to a fragile recovery driven by spot ETF inflows and technical buying, but warn that structural concerns and deleveraging pressures continue to cast a long shadow.

Feb 3, 2026

Business

Crypto Markets Rebound: Bitcoin and Ethereum Gain Amid Oversold Bounce and Macro Shifts

After a sharp sell-off, Bitcoin and Ethereum posted gains of 3% and 5% respectively, fueled by technical buying and improving global liquidity. Analysts point to whale accumulation and regulatory developments as key factors, though the sustainability of the rally remains in question.

Feb 3, 2026

Business

MINISO's Global Ambitions: How a Lifestyle Retailer is Defying Retail Headwinds

MINISO Group Holding Ltd. (NYSE: MNSO) is capturing investor attention with a potent mix of rapid global store expansion, surging revenue from its TOP TOY brand, and robust cash generation. The company's latest earnings reveal a strategic pivot paying off, even as it navigates the competitive global retail landscape.

Feb 3, 2026

Business

The Trump Legacy: How U.S. Trade Policy Ignited a Global Economic Realignment

Morgan Stanley's top strategist argues that recent U.S. trade shifts have prompted nations worldwide to reassess and leverage their own economic strengths, creating a multi-year investment opportunity in a more multipolar global order.

Feb 2, 2026

Business

Bitcoin and Copper Tumble in Tandem, Signaling Crypto's Shift Toward Macro Risk Asset

A synchronized selloff on January 30, 2026, saw Bitcoin and key industrial metals like copper plunge together, underscoring Bitcoin's evolving role as a barometer for global economic sentiment rather than a digital safe haven.

Feb 2, 2026

Business

Precious Metals Rout Rattles Global Markets as Investors Seek Shelter

A sharp sell-off in gold and silver, alongside falling oil prices, has sparked volatility across global markets at the start of a week packed with major earnings and central bank decisions.

Feb 2, 2026

Business

Istanbul Fashion Connection 2026 Set to Welcome 30,000 Global Buyers, Cementing Turkey's Role as a Fashion Hub

The ninth edition of the Istanbul Fashion Connection (IFCO) is poised to gather an estimated 30,000 trade visitors and 400 exhibitors this February, highlighting Turkey's expanding influence in the global apparel sourcing landscape.

Feb 2, 2026