Industry Trends

Business

Brunswick's Strong Q4 and Aggressive Buybacks Fuel Investor Debate on Valuation

Brunswick Corporation (NYSE:BC) delivered robust fourth-quarter results, driven by strength across all segments, particularly its propulsion business. While management expressed optimism for 2026, the company's accelerated share repurchases have sparked a fresh debate among analysts regarding its valuation and the sustainability of its current momentum.

Feb 2, 2026

Business

Business Insider to Unveil 2026 VC Rising Stars: Live Q&A with Top Young Investors

Business Insider prepares to release its annual list spotlighting venture capital's most promising young talent. Join a live session with the journalists behind the report and one of the honored investors for insights into career paths and emerging opportunities.

Feb 2, 2026

Business

A Personal Mission: CEO Ray Blanchette Bets on Nostalgia and Innovation to Revive TGI Fridays

After a tumultuous period of bankruptcy and closures, TGI Fridays CEO Ray Blanchette is steering a deeply personal turnaround. Early results from holiday pop-ups and a revamped brand voice show promise, but the road to 1,000 restaurants remains steep.

Feb 2, 2026

Business

ASML Shares Get Bullish Boost as Bernstein Raises Price Target on Strong 2026 Outlook

Bernstein analyst lifts ASML's price target to $1,911, citing a buying opportunity after recent pullback. The chip equipment giant's record Q4 orders and updated guidance signal confidence in the AI-driven semiconductor upcycle.

Feb 2, 2026

Business

Valuation Check: Is Technology One's Share Price Running Ahead of Itself?

A deep dive into the software company's valuation using a discounted cash flow model suggests its shares may be trading at a significant premium to their estimated intrinsic value.

Feb 2, 2026

Business

Winter Storm Fern Exposes Grid Fragility: A Million Outages Reignite Infrastructure Debate

The severe winter storm Fern, leaving nearly a million customers without power, has starkly highlighted the U.S. electrical grid's persistent vulnerabilities. This comes despite repeated warnings from reliability monitors about the system's growing strain.

Feb 2, 2026

Beyond Coupons and Coffee: The Calculated Spending Habits of Frugal Baby Boomers

As inflation persists, Baby Boomers are leveraging decades of financial experience to cut costs strategically. We examine the key spending categories they avoid and the generational mindset behind their money choices.

Feb 2, 2026

Business

Waymo's Robotaxi Premium Narrows as Autonomous Rideshare Market Heats Up

A new study reveals the cost gap between Waymo's driverless vehicles and human-driven Uber and Lyft rides is shrinking, signaling a pivotal moment for the competitive robotaxi industry.

Feb 2, 2026

Business

Jim Cramer Backs Carrier Global, Advising Investors to 'Buy and Hold'

CNBC's Jim Cramer endorsed Carrier Global Corp. (NYSE:CARR) on his recent show, praising CEO Dave Gitlin's leadership and strategic acquisition. He recommended investors buy the stock for the long term, citing confidence in the company's positioning within the climate solutions sector.

Feb 2, 2026

Business

Reddit's Q4 Earnings: A Litmus Test for AI Ambitions and Premium Valuation

As Reddit prepares to report its fourth-quarter results on February 5th, investors are weighing its surging user growth and lucrative data-licensing deals against a sky-high valuation and a volatile market backdrop.

Feb 2, 2026

Business

Disney's Magic Kingdom Feels the Pinch as International Park Traffic Slips, Shares Tumble

Disney shares fell sharply after the company flagged weakening attendance from overseas guests at its U.S. theme parks, a crucial profit driver, alongside softer results in its TV and film division. The dip comes amid a broader slowdown in travel to the United States and as the entertainment giant prepares for a pivotal CEO transition.

Feb 2, 2026

Business

Conagra Bets on Protein-Packed Breakfast Bowls in Bid to Revitalize Frozen Food Sales

Conagra Brands launches Banquet MEGA Breakfast Bowls, a high-protein frozen line using a novel steaming method, signaling a strategic push into convenience-focused breakfast and testing investor appetite for its turnaround narrative.

Feb 2, 2026

Business

Starbucks Expands Cold Cup Recycling, Adding Fuel to Sustainability and Investment Narrative

Starbucks announces a significant expansion of U.S. recycling access for its polypropylene cold cups, a move that intertwines environmental goals with investor considerations amid mixed financial performance.

Feb 2, 2026

Business

QuidelOrtho's Valuation Under Scrutiny Amid Persistent Revenue Declines and Cash Flow Concerns

Fresh financial data from QuidelOrtho reveals ongoing challenges, including constant currency revenue declines and pressured cash flow, forcing investors to weigh the stock's risk-reward profile as its momentum appears to fade.

Feb 2, 2026

Business

Intel's Foundry Ambitions Gain Momentum as Apple, Nvidia Explore U.S. Chip Production Deals

Intel's bid to become a major contract chipmaker receives a significant boost as tech giants Apple and Nvidia engage in talks to shift portions of their advanced semiconductor manufacturing to Intel's U.S. facilities, challenging the long-standing dominance of TSMC and Samsung.

Feb 2, 2026

Business

Zegna Charts Steady Course Amid Leadership Shift and China Volatility, Fueled by DTC Momentum

The Ermenegildo Zegna Group reported a resilient 2025, with full-year revenues reaching €1.92 billion. A strong fourth-quarter acceleration, driven by a 10% surge in direct-to-consumer sales, underscores the luxury group's strategic pivot away from wholesale. While the Americas and EMEA regions showed robust growth, Greater China remains a volatile market as the company navigates a planned leadership transition and industry headwinds.

Feb 2, 2026

Business

Musk's Empire in Motion: Tesla-SpaceX Merger Talks Signal Pivot to Robotics and AI

Speculation mounts over a potential merger between Tesla and SpaceX, part of a broader strategic realignment under Elon Musk that could see Tesla shift focus from electric vehicles to humanoid robots and autonomous taxis, with xAI potentially in the mix.

Feb 2, 2026

Business

Beyond the Blue Chips: Three Penny Stocks Drawing Investor Scrutiny Amid Market Optimism

As major indices climb, a segment of investors is turning their gaze to high-risk, high-reward penny stocks. We examine three companies—FingerMotion, PodcastOne, and MOGU—that are on the radar, weighing their potential against significant financial challenges.

Feb 2, 2026

Business

Kratos Defense Stock Slump Continues: Valuation Concerns Eclipse Strong Drone Business

Despite its leadership in high-demand defense sectors like drones and hypersonics, Kratos Defense & Security's shares face sustained pressure as investors question its sky-high valuation and cash flow.

Feb 2, 2026

Business

Sweet Century Ends in Chapter 11: Primrose Candy Co., a 96-Year-Old Icon, Seeks Bankruptcy Protection

Primrose Candy Co., an Illinois-based confectioner with roots stretching back to the Great Depression, has filed for Chapter 11 bankruptcy, citing mounting debts, rising costs, and shifting consumer tastes that have eroded its once-stable business.

Feb 2, 2026