Import Tariffs

Business

Palantir Shatters Records: AI Demand Fuels Historic Quarter, $10 Billion Army Deal Seals Dominance

Palantir Technologies Inc. (PLTR) reported a blockbuster second quarter, surpassing $1 billion in revenue for the first time and securing a monumental $10 billion U.S. Army contract. The company's enterprise AI platform, AIP, drove U.S. commercial revenue up 93% year-over-year, signaling a seismic shift in how governments and corporations operationalize artificial intelligence.

Feb 3, 2026

Business

Siemens Energy's Fair Value Rises to €141.56 as Analysts Recalibrate Amid Growth Prospects and Execution Risks

Siemens Energy's fair value estimate has been revised upward by analysts, reflecting a more optimistic outlook driven by stronger demand signals, though questions over operational execution continue to temper expectations.

Feb 3, 2026

Business

Geopolitical Tremors Rattle Oil Markets as Trump Policies and Global Deals Fuel Uncertainty

Crude prices are swinging on a pendulum of geopolitical risk, with former President Trump's statements on Iran and a looming US-India trade deal creating waves of uncertainty that overshadow fundamental supply data, prompting record speculative interest.

Feb 3, 2026

Business

Peloton Cuts 11% of Global Staff in Latest Restructuring Push

The connected fitness pioneer is reducing its workforce as part of a broader $100 million cost-saving initiative, responding to persistent revenue declines and a shrinking subscriber base since its pandemic-era peak.

Feb 3, 2026

Business

Bitcoin Faces Critical Test: Galaxy Analyst Warns of Potential Slide Below $60,000

Bitcoin's sharp retreat from its all-time high could deepen, with a prominent analyst warning of a potential drop below $60,000 due to structural weaknesses and a lack of near-term catalysts, even as some long-term selling pressure shows signs of easing.

Feb 3, 2026

World

Europe's Offshore Carbon Capture Race Heats Up: Key Projects to Watch Ahead of DECARBON 2026 Summit

As Europe's industrial decarbonization push intensifies, major offshore carbon capture and storage (CCS) projects are moving from blueprint to reality. From the North Sea to the Mediterranean, new infrastructure is taking shape, setting the stage for critical discussions at the upcoming DECARBON 2026 congress in Austria.

Feb 3, 2026

Business

Kratos Defense Shares Rebound on $65M Training Contract Wins

Shares of Kratos Defense & Security Solutions rose Tuesday, breaking a four-day losing streak after the company announced a series of military training simulator contracts. However, a lack of detail on the contracts' duration leaves investors questioning the long-term financial impact.

Feb 3, 2026

Business

Major Fund Trims $16 Million Ethereum ETF Stake Amid Crypto Market Downturn

Pilgrim Partners Asia significantly reduced its holding in the iShares Ethereum Trust ETF as Ether's price struggles, highlighting institutional risk management in volatile digital asset markets.

Feb 3, 2026

Business

HMRC Taps SAP for Landmark Tax System Overhaul, Eyes AI-Driven Service Transformation

The UK's tax authority has entered a strategic partnership with SAP to migrate its core Enterprise Tax Management Platform to the cloud, aiming to boost resilience, enable real-time analytics, and develop new AI tools for taxpayers.

Feb 3, 2026

Business

SolarEdge Shifts Strategy: U.S.-Made Inverters Head to Europe Amid Margin Push

SolarEdge Technologies has initiated exports of its U.S.-manufactured residential inverters to key European markets, marking a strategic pivot to leverage domestic production for global growth. The move, coupled with a new 'single SKU' product design, aims to streamline operations and improve margins as the company navigates a competitive landscape.

Feb 3, 2026

Business

Eli Lilly Doubles Down: $3.5 Billion Bet on Next-Gen Weight Loss Drugs and New Biotech Partnerships

Pharmaceutical giant Eli Lilly announces a major $3.5 billion manufacturing expansion for its injectable weight loss therapies, alongside forging two new research collaborations targeting hearing loss and autoimmune diseases, as its stock continues a meteoric rise.

Feb 3, 2026

Business

BellRing Navigates Intensifying Competition as CEO Announces Retirement

BellRing Brands reports a solid Q1 2026, beating expectations but narrows full-year sales guidance amid heightened promotional activity from insurgent brands in the protein shake market. CEO Darcy Horn Davenport announces her retirement, marking the end of a 17-year tenure that saw the company grow from $20 million to a $2.3 billion global business.

Feb 3, 2026

Business

Qatar Strikes Major LNG Deal with Japan's Jera, Aiming to Reclaim Lost Ground in Key Market

In a strategic move to reverse a decade-long decline, QatarEnergy is finalizing a significant long-term liquefied natural gas supply agreement with Japan's largest power utility, Jera. The deal signals Qatar's aggressive push to regain market share in Japan amidst a global LNG supply boom and shifting energy policies.

Feb 3, 2026

Business

Beyond Payments: The Strategic Rush for Banking Charters by Fintech Giants

Major fintech firms like Stripe, PayPal, and Affirm are actively pursuing state and federal banking licenses, seeking not just cost savings but greater control, regulatory simplicity, and a direct line to core financial infrastructure.

Feb 3, 2026

Business

Market Jitters Offer Entry Point for Quantum Computing Investors: Two Stocks to Watch

A tech sector selloff, triggered by Microsoft's earnings, has created a potential buying opportunity for long-term investors in quantum computing. We examine two high-potential players, D-Wave Quantum and Rigetti Computing, whose recent dips may not reflect their ambitious roadmaps.

Feb 3, 2026

Business

Japan's Machine Tool Orders Surge in December, Pointing to Renewed Industrial Confidence

Japanese machine tool orders jumped nearly 16% in December 2025, breaking a two-month decline and signaling a potential rebound in global manufacturing investment as companies prepare for future demand.

Feb 3, 2026

Business

Barclays Trims Fastenal Target as Pricing Pressure Clouds Solid Volume Growth

Barclays has adjusted its price target for industrial supplier Fastenal following a mixed Q4, where volume gains were offset by competitive pricing and softer demand. The company, a noted dividend aristocrat, also outlined plans for significant capital expenditure increases in the coming years.

Feb 3, 2026

Business

Disney Taps Theme Park Chief Josh D’Amaro as Successor to Bob Iger, Signaling Strategic Pivot

The Walt Disney Company has named Josh D’Amaro, the architect behind its booming parks and experiences division, as its next Chief Executive Officer, concluding a closely watched succession process and underscoring the rising centrality of its physical entertainment empire.

Feb 3, 2026

Business

The Corporate Turnaround Artist Taking the Reins at IRS and Social Security

Frank Bisignano, a veteran of Wall Street and fintech, now leads two of the U.S. government's most critical—and cumbersome—agencies, applying a private-sector playbook to modernize operations affecting millions of Americans.

Feb 3, 2026

Business

Atkore Posts Strong Q1 2026 Results, Reaffirms Full-Year Outlook Amid Strategic Portfolio Shift

Atkore International Group Inc. (NYSE: ATKR) reported first-quarter earnings that exceeded expectations, driven by robust demand in its core electrical segment and significant productivity gains. The company reaffirmed its fiscal 2026 outlook while detailing progress on its strategic 80/20 initiative, including the divestiture of non-core assets and the planned consolidation of manufacturing facilities to sharpen focus on electrical infrastructure markets.

Feb 3, 2026