Global Sourcing

Business

UPS Pivots with Sweeping Restructuring: 30,000 Jobs Cut, Focus Shifts to Healthcare and High-Margin Clients

Facing uneven long-term performance, UPS announces a major strategic overhaul involving significant job reductions, facility closures, and a deliberate move away from low-margin Amazon volume. The company is betting big on healthcare logistics through acquisitions to bolster its global cold chain network.

Jan 30, 2026

Business

Gold Rebounds as Geopolitical Tensions and Fed Speculation Fuel Record Rally

Gold prices resumed their upward trajectory Friday, shaking off a volatile session as threats to global stability and expectations of a dovish Federal Reserve pivot continue to drive the historic surge in bullion.

Jan 30, 2026

Business

Ciena Shares Surge on Key Optical Network Deals in Europe and Asia-Pacific

Ciena's stock rose sharply following announcements that Telekom Srbija Group and Trans Pacific Networks will deploy its high-capacity optical solutions, highlighting the growing demand for AI-ready network infrastructure in critical global corridors.

Jan 30, 2026

Business

Saks OFF 5TH Slashes Store Footprint, Closing Dozens of Outlets in Bankruptcy Restructuring

Saks Global, the parent of luxury retailers Saks Fifth Avenue and Neiman Marcus, will shutter the vast majority of its Saks OFF 5TH off-price stores and all Last Call locations, marking a dramatic retreat from the discount luxury sector as it navigates Chapter 11.

Jan 30, 2026

World

U.S. and India Forge Trade Truce, Easing Tensions but Details Remain Murky

The U.S. decision to slash tariffs on Indian goods has been met with cautious optimism by Indian industry, though analysts urge restraint until the full scope of the agreement is clarified.

Feb 3, 2026

Business

Kimball Electronics Set to Unveil Q4 Earnings Amid Sector Momentum

The global electronics manufacturer is poised to release its quarterly results Wednesday, with investors watching for signs of stabilization after a period of revenue contraction.

Feb 3, 2026

Business

MetLife Set to Report Q4 Earnings Amid Volatile Insurance Sector

The global insurer faces heightened scrutiny after a recent revenue miss, with analysts projecting a sharp year-over-year sales increase as peers post mixed results.

Feb 3, 2026

Business

Beyond the Headlines: Why L3Harris Technologies Is the Unseen Engine of Modern Defense

While flashy jets and missiles capture public attention, L3Harris Technologies operates in the critical, unseen layers of connectivity and electronic warfare. As global tensions and technological threats evolve, its role as a foundational enabler of next-generation defense systems is driving a compelling investment thesis centered on resilience and information dominance.

Feb 3, 2026

Business

From Phone Transfers to Forensics Powerhouse: The Bull Case for Cellebrite (CLBT)

Once a niche mobile data transfer tool, Cellebrite has transformed into a critical digital intelligence platform for global law enforcement and enterprises. With a shift to a high-margin SaaS model and strategic AI investments, analysts see a compelling growth trajectory ahead.

Feb 3, 2026

Business

Monolithic Power Systems Powers Ahead: Strong Balance Sheet and AI Tailwinds Fuel Bullish Outlook

Monolithic Power Systems (MPWR), a key player in power management semiconductors, is attracting investor attention with its robust financials, exposure to high-growth AI and automotive markets, and disciplined capital returns, despite trading at a premium valuation.

Feb 3, 2026

Business

Centrus Energy: A Strategic Play on Nuclear Fuel and National Energy Security

Amidst a global push for reliable, carbon-free power, Centrus Energy Corp. (LEU) emerges as a critical supplier in the nuclear fuel chain. With its stock trading near backlog value and recent financial developments reducing execution risk, analysts see a clear path for growth, particularly as AI and data center energy demands surge.

Feb 3, 2026

Business

Walmart Shares Surge on U.S.-India Trade Deal, Supply Chain Shift

Walmart stock jumped over 4% Monday as a new trade agreement between the U.S. and India promises lower tariffs and increased market access, bolstering the retail giant's strategic pivot toward Indian manufacturing and e-commerce.

Feb 3, 2026

Business

Nvidia's Huang Urges TSMC to Ramp Up Production Amid AI-Driven Chip Crunch

At a high-profile industry gathering in Taipei, Nvidia CEO Jensen Huang highlighted the intense demand for advanced semiconductors, calling on TSMC to accelerate output as AI hardware needs strain global supply chains.

Feb 2, 2026

Business

GM's Barra Joins Trump for Critical Minerals Reserve Announcement, Stressing Supply Chain Resilience

General Motors CEO Mary Barra attended a White House event where President Trump unveiled 'Project Vault,' a $12 billion initiative to create a strategic reserve of critical minerals aimed at securing U.S. industrial supply chains.

Feb 2, 2026

Business

Seeking Stability in Volatile Times: Asian Dividend Stocks Offer Income and Growth Potential

Amid global economic uncertainty, investors are turning to Asian dividend-paying companies for portfolio resilience. We examine three high-yield stocks from South Korea and Hong Kong, weighing their income potential against underlying risks.

Feb 2, 2026

Business

Disney Poised to Elevate Parks Chief Josh D’Amaro to CEO, Succeeding Bob Iger

Sources indicate Disney's board is finalizing plans to appoint theme parks chairman Josh D’Amaro as the company's next chief executive, concluding a lengthy succession search. The move would place the profitable parks division veteran at the helm of the global entertainment giant.

Feb 2, 2026

World

Epstein Files Unsealed: New Details Emerge on Royal, Political, and Tech Elite Ties

The release of over three million documents by the U.S. Department of Justice has unveiled extensive communications between Jeffrey Epstein and a global network of powerful figures, raising fresh questions about influence, access, and accountability.

Feb 2, 2026

Business

Alpha HPA Secures $225M for Expansion, But Valuation Questions Loom

Alpha HPA has completed a major equity raise to fund its high-purity alumina project, yet its premium valuation and path to profitability face scrutiny from investors weighing growth potential against execution risks.

Feb 2, 2026

Business

Burger King China Shifts to Local Control: CPE Invests $350M for Majority Stake in Ambitious Expansion Drive

Restaurant Brands International (RBI) has formed a joint venture with private equity firm CPE, ceding majority control of Burger King's China operations in a deal aimed at turbocharging growth. The partnership targets a more than tripling of restaurants to over 4,000 by 2035, leveraging local expertise and capital.

Feb 2, 2026

Business

From Stablecoin Giant to Treasury Titan: Tether Emerges as a Major Force in U.S. Debt and Gold Markets

Tether, the company behind the world's dominant stablecoin, has quietly built a balance sheet rivaling major financial institutions, amassing vast holdings of U.S. Treasury debt and gold. Its explosive growth is reshaping its role in traditional finance and drawing regulatory scrutiny.

Feb 2, 2026