HP

Business

BHP Navigates Diverging Paths: Automation Boosts Copper While China Iron Ore Ban Bites

BHP Group achieves a key milestone with full autonomy at its Escondida Norte copper pit, boosting safety and efficiency for its strategic copper expansion. Meanwhile, the miner contends with the commercial impact of China's ongoing ban on iron ore from its Jimblebar operation, forcing a reshuffle of global sales channels.

Jan 30, 2026

Business

Greenlight Capital Exits HP Position, Citing Better Opportunities in AI and Shifting Market Dynamics

In its latest investor letter, David Einhorn's Greenlight Capital revealed it has sold its stake in HP Inc., redirecting capital towards AI-focused investments it believes offer superior risk-reward profiles amid the tech giant's recent struggles.

Jan 30, 2026

Business

Beyond HCAHPS: How Real-Time Patient Feedback is Shaping Hospital Performance and Revenue

New analysis from NRC Health reveals that integrating real-time patient sentiment tools like Net Promoter Score with traditional HCAHPS surveys can accelerate improvements in care quality and directly impact Medicare reimbursements under value-based programs.

Jan 30, 2026

Business

HPE's Strategic Pivot: Analysts Weigh Juniper Deal Promise Against Margin Headwinds

Hewlett Packard Enterprise's market narrative is undergoing a subtle but significant shift. While its fundamental valuation holds steady, analysts are recalibrating their views, balancing optimism over the transformative Juniper Networks acquisition against growing concerns about cyclical pressures on hardware margins.

Feb 5, 2026

Business

Fabrinet Shares Slide 10% Despite Strong Earnings and Bullish HPC Outlook

Fabrinet (FN) reported robust fiscal Q2 2026 results, beating estimates with revenue of $1.13B and issuing upbeat guidance. However, the stock fell sharply as investors weighed aggressive expansion plans against high expectations and execution risks.

Feb 4, 2026

Business

PayPal Ousts CEO Amid Checkout Crisis, Taps HP's Enrique Lores to Steer Turnaround

PayPal Holdings Inc. replaced CEO Alex Chriss with board chair Enrique Lores after a sharp slowdown in its core branded checkout business triggered a steep stock selloff and raised doubts about its competitive edge.

Feb 3, 2026

Business

PayPal Shakes Up Leadership, Taps Board Member and Former HP CEO Enrique Lores to Steer Digital Payments Giant

In a surprise move, PayPal replaces CEO Alex Chriss after just five months, appointing veteran tech executive and board member Enrique Lores to lead the company amid investor pressure for faster growth and strategic clarity.

Feb 3, 2026

Business

Fabrinet Shatters Records on Surging Optical and HPC Demand, Forecasts Continued Growth

Fabrinet's fiscal Q2 2026 results smashed expectations, fueled by explosive growth in data center interconnect modules and a breakout performance in high-performance computing. The manufacturing services provider raises guidance, signaling strong momentum across its key markets.

Feb 2, 2026

Business

Powering Europe's Green Shift: Schroders, CATL, and Lochpine Forge Major Battery Storage Alliance

A landmark tripartite agreement aims to deploy up to 10GWh of battery storage across Europe, combining financial muscle, cutting-edge technology, and project development expertise to accelerate the continent's decarbonization efforts.

Feb 2, 2026

World

Panama Defends Ports Ruling as China Warns of 'Heavy Price' in Geopolitical Flashpoint

Panamanian President José Raúl Mulino asserts judicial independence after Supreme Court voids Hong Kong firm's canal port contracts, triggering a sharp rebuke from Beijing and highlighting escalating US-China tensions in Latin America.

Feb 5, 2026

Business

SanDisk's Strategic Edge: How the Storage Maker Became an AI Infrastructure Linchpin

As hyperscalers scramble to build AI capacity, SanDisk Corporation finds itself at the center of a critical bottleneck. Its enterprise SSD technology is now seen as mandatory infrastructure, transforming its market position and financial outlook.

Feb 3, 2026

Business

Major PC Makers Eye Chinese Memory Chips to Ease Supply Chain Strain

HP, Dell, Acer, and Asus are reportedly in talks to source memory chips from Chinese manufacturers for the first time, as global shortages disrupt product launches and drive up costs across the tech sector.

Feb 5, 2026

Business

PayPal Taps Board Chair Enrique Lores as CEO in Bid to Accelerate Turnaround

PayPal Holdings has named board chair and former HP Inc. chief Enrique Lores as its new CEO, replacing Alex Chriss after just over two years. The leadership shakeup follows disappointing earnings, heightened competition, and board concerns over the pace of execution.

Feb 4, 2026

Business

Helmerich & Payne Charts New Course: CEO Transition and Saudi Rig Restarts Fuel Investor Optimism

Helmerich & Payne (HP) is navigating a pivotal moment with a planned CEO succession and the reactivation of seven idle rigs in Saudi Arabia, sparking renewed interest in the drilling contractor's valuation and strategic direction amid a volatile energy market.

Feb 3, 2026

Business

Dainese Ownership Transfer Finalized: BlackRock and TIAA-Backed Funds Take Full Control

The European Commission has granted regulatory approval, concluding the acquisition of iconic Italian motorsports brand Dainese by asset management firms Arcmont and HPS Investment Partners, effectively placing ownership under major institutional investors.

Feb 2, 2026

Business

Ryman Hospitality Properties: A 54% Five-Year Gain Masks a Valuation Crossroads

Ryman Hospitality Properties (RHP) presents a complex picture for investors. While boasting a strong 54% total return over five years, recent performance has been mixed, raising questions about whether its current share price of around $94.70 truly reflects its underlying value or future challenges.

Feb 2, 2026

Business

Copper's Bull Run: Three Mining Giants Poised to Capitalize on Surging Demand

As copper prices surge over 40% since August, driven by supply constraints and green energy demand, investors are eyeing major producers BHP, Freeport-McMoRan, and Southern Copper, each offering a distinct path to exposure in the red-hot market.

Jan 30, 2026

World

France Detains Four in Alleged Spy Ring Targeting Satellite, Military Data

French authorities have arrested four individuals, including two Chinese nationals, on espionage charges. The group is suspected of intercepting sensitive satellite and military data from French soil, marking another flashpoint in Europe's growing concerns over state-backed cyber operations.

Feb 4, 2026

Business

Amgen Beats Q4 Estimates, Forecasts Strong 2026 Amid Pipeline Momentum

Biotech giant Amgen (AMGN) posted fourth-quarter revenue of $9.87 billion, topping analyst forecasts and signaling robust demand for its portfolio of innovative therapies. The company's full-year outlook also exceeded expectations, though margin pressures remain a watchpoint for investors.

Feb 3, 2026

World

Sources: No Special ICE Operations Planned for Super Bowl Amid Heightened Immigration Tensions

U.S. immigration authorities will not conduct enforcement actions at this Sunday's Super Bowl, sources tell Reuters, as the event becomes a flashpoint in the nation's heated immigration debate.

Feb 3, 2026