Infrastructure Investing

Business

BlackRock Navigates Credit Write-Down and Bitcoin ETF Shifts as Stock Momentum Holds

BlackRock faces a dual challenge with a significant loan write-down at its TCP Capital unit and shifting flows in its spot Bitcoin ETFs, even as it seeks regulatory approval for a new yield-focused crypto product. Despite these headwinds, the asset manager's shares show resilience, prompting analysts to debate its true valuation.

Feb 3, 2026

Business

DoorDash's Bull Case: Can Its Logistics Moat Sustain a Premium Valuation?

As DoorDash trades near $205, analysts debate whether its integrated logistics platform, likened to a modern utility, justifies its premium multiples amid expansion into groceries and international markets.

Feb 3, 2026

Business

BioNTech Bolsters Leadership with Chief People Officer Hire, Signaling Strategic Pivot to Oncology

BioNTech appoints Kylie Jimenez as its first Chief People Officer, a strategic move aimed at building the organizational and cultural backbone for its ambitious transition into a multi-product oncology company by 2030.

Feb 3, 2026

Business

Realty Income: The Case for a Steady Dividend Powerhouse in Volatile Markets

Amid market uncertainty, Realty Income Corporation (O) is drawing investor attention for its unparalleled 55-year track record of monthly dividends. With a portfolio built for resilience, does this REIT offer a rare blend of safety and yield?

Feb 3, 2026

Business

Palantir Soars on Analyst Confidence and Stellar Earnings, Fueling AI Stock Rally

Palantir Technologies' stock gained momentum Monday following an upgrade by William Blair, a move vindicated after hours by a strong Q4 earnings report that exceeded forecasts and set robust guidance for 2026.

Feb 2, 2026

Business

Analysts Revise Ceres Power Outlook: What's Behind the Shifting Price Target?

A recent adjustment to Ceres Power Holdings' price target by analysts signals a broader reassessment of the clean energy firm's market narrative and future trajectory, moving beyond a single figure to underlying story shifts.

Feb 2, 2026

Business

Palantir Earnings Preview: Options Market Bets on Rebound After Recent Slide

Despite Palantir shares trading below $150 ahead of its Q4 report, derivatives activity and analyst commentary point to expectations for a significant post-earnings recovery, driven by sustained commercial and government contract momentum.

Feb 2, 2026

Business

Robinhood's Expansion Hits Headwinds: Analyst Flags Three Key Risks Amid Government Deal and SpaceX IPO Ambitions

As Robinhood eyes a pivotal role in a federal child savings initiative and potential access to the SpaceX IPO, Piper Sandler warns of near-term pressures including stock volatility, crypto market dependence, and competitive threats that could challenge its growth trajectory.

Feb 2, 2026

Business

SpaceX Merges with xAI in Historic Deal, Aims to Pioneer Orbital Data Centers

Elon Musk consolidates his space and AI ventures, creating a private sector titan valued at $1.25 trillion with an ambitious plan to address AI's energy demands by moving data centers into orbit.

Feb 2, 2026

Business

OSL Group Secures $200 Million War Chest to Fuel Global Stablecoin and Payments Expansion

Hong Kong-listed digital asset platform OSL Group has raised $200 million in fresh equity capital, earmarked for acquisitions and international growth in its regulated stablecoin trading and payments ecosystem, signaling a major push as institutional interest in blockchain-based finance intensifies.

Feb 2, 2026

Business

Nvidia's Path to Millionaire Returns: A Realistic Look Beyond the Hype

While Nvidia's explosive past growth is legendary, its current $4.5 trillion valuation makes a single-stock millionaire story improbable. However, its pivotal role in the AI boom positions it as a powerful engine for market-beating returns, a critical component in any long-term wealth-building strategy.

Feb 2, 2026

Business

Four Seasons Yachts Charts New Course, Taps Fashion Veteran Angélic Vendette as Chief Marketing Officer

The luxury hospitality group turns to a Farfetch and Alo Yoga alum to lead global marketing strategy for its nascent ultra-luxury yachting venture, highlighting a broader industry shift towards fashion and lifestyle expertise.

Feb 2, 2026

Business

Market Volatility Highlights Tether's Enduring Appeal as a Dollar Proxy

Amidst crypto market turbulence, Tether (USDT) maintains its dominance as the leading stablecoin, offering investors a potential harbor and sparking debate over its role in modern finance.

Feb 2, 2026

Business

Energy Sector Outperforms: Two Dividend Powerhouses for Steady Income in 2026

As the energy sector leads the market in early 2026, ConocoPhillips and Kinder Morgan emerge as compelling picks for investors seeking reliable, growing dividends backed by strong fundamentals and strategic positioning.

Feb 2, 2026

Business

Microsoft's Recent Dip Presents Options Opportunity for Value Investors

As Microsoft shares trade nearly 12% below recent highs, some analysts see a buying opportunity. We explore how selling put options could offer investors a strategic entry point while generating income.

Feb 2, 2026

Business

Cramer's AI Bet: Alphabet Could Out-Earn Meta in Artificial Intelligence, Earnings to Reveal

CNBC's Jim Cramer positions Alphabet as the potential 'only winner in AI,' suggesting its upcoming earnings may show it generating more revenue from AI than rival Meta Platforms.

Feb 2, 2026

Business

Jim Cramer Eyes Microsoft Dip as Buying Opportunity, Questions AI Spending Priorities

CNBC's Jim Cramer suggests investors watch for a pullback in Microsoft shares, praising its leadership but expressing concern that the tech giant's AI investments may not be optimally targeted to meet soaring demand.

Feb 2, 2026

Business

Navigating the Headwinds: Three ASX Penny Stocks Defying February's Gloom

As the ASX braces for a turbulent February amid rate hike fears, a closer look reveals resilient micro-caps with unique value propositions. We analyze three sub-$150M companies—from healthcare tech to critical minerals—that are navigating the volatility with strong balance sheets and niche market positions.

Feb 2, 2026

Business

Nvidia at a Discount: Why the AI Titan Remains a Compelling Buy for 2026

Despite its status as the world's most valuable company, Nvidia's stock presents a surprising value proposition. With its GPUs powering the AI revolution, analysts see significant runway for growth well into 2026 and beyond.

Feb 2, 2026

World

Moscow Warns Western Troops in Ukraine Would Be 'Legitimate Targets'

Russia's Foreign Ministry issued a stark warning on Monday, stating any deployment of foreign military forces or infrastructure in Ukraine would be considered an intervention, making those forces lawful targets for Russian strikes.

Feb 2, 2026