Infrastructure Software

Business

Tesla Shifts Gears: Fremont Factory Retooled for Optimus Robots as $2 Billion Bet on xAI Fuels AI Ambitions

Tesla is pivoting its core strategy, phasing out legacy Model S and X production to mass-manufacture Optimus humanoid robots and deepening its commitment to artificial intelligence with a major investment in Elon Musk's xAI. This strategic realignment signals a future where the company's identity may evolve from electric vehicle pioneer to a broader AI and robotics powerhouse.

Jan 30, 2026

Business

Fastly's AI-Driven Rally: Sustainable Momentum or Short-Lived Hype?

Fastly's stock has surged on the coattails of broader AI and edge computing optimism, but a closer look reveals a complex picture of short-term gains against longer-term struggles. As the market weighs future growth against persistent losses, investors are left questioning if the recent rally has legs.

Jan 30, 2026

Business

Beyond the Trillion-Dollar Mark: Broadcom's AI-Driven Ascent and the Road Ahead for 2026

Having cemented its status as a trillion-dollar titan on the back of the AI boom, semiconductor leader Broadcom now sets its sights on sustained growth. We analyze the drivers behind its surge and what investors can expect in the coming year.

Jan 30, 2026

Business

DigitalOcean Soars as 'Clawdbot' AI Assistant Drives Analyst Optimism and Price Target Hikes

Bank of America leads a wave of analyst upgrades for DigitalOcean, citing the viral success of its AI agent 'Clawdbot' and the company's strategic positioning in the burgeoning agentic AI market for developers.

Jan 30, 2026

Business

NextPower Soars on Strong Earnings, Lands Major Saudi Deal as Analyst Target Jumps

NextPower Inc. sees its price target raised by TD Cowen following a robust third-quarter earnings beat and a landmark joint venture in Saudi Arabia, signaling growing confidence in the solar technology firm's trajectory.

Jan 30, 2026

Business

DXC Technology Charts AI-Driven Path Amid Revenue Headwinds, Eyes Long-Term Value

Despite a 4.3% year-over-year revenue decline in Q3 FY2026, DXC Technology outlines a strategic pivot, leveraging its legacy systems and AI to build scalable IP and shift toward value-based pricing models.

Jan 30, 2026

Business

Microsoft's $625 Billion Backlog Signals AI Boom, But Investors Urged to Look Beyond the Headline

Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.

Jan 30, 2026

Business

Apple's iPhone Powers Record Revenue Amid Mac, Wearables Slowdown

Apple's latest quarterly earnings reveal a tale of two halves: blockbuster iPhone sales, particularly in emerging markets like India, drove revenue to a new high, while Mac and wearables segments saw notable declines. The tech giant also faces questions over its AI strategy and conservative spending.

Jan 30, 2026

Business

AI Data Surge Fuels Western Digital's Strong Q2, Drives High-Capacity Storage Demand

Western Digital's fiscal Q2 2026 results showcase robust growth, with revenue climbing 25% year-over-year to $3.0 billion. The company credits accelerating AI adoption for driving demand for its high-capacity nearline hard drives and advanced technologies like HAMR and UltraSMR.

Jan 30, 2026

Business

AppLovin Shares Tumble 30% in January Amid Short-Seller Scrutiny, AI Disruption Fears

After a stellar 2025, mobile advertising tech leader AppLovin faced a perfect storm of challenges last month, including renewed short-seller allegations, sector-wide valuation pressures, and market jitters over Google's new AI game-creation tool.

Feb 3, 2026

Business

Eldorado Gold Forges C$3.8 Billion Deal for Foran Mining, Paving Way for Major 2026 Output Boost

Eldorado Gold is set to acquire Foran Mining in an all-stock transaction valued at C$3.8 billion, aiming to create a diversified gold and copper producer with two flagship projects slated to begin production in 2026, significantly boosting its output and cash flow profile.

Feb 3, 2026

Business

Asia Markets Rebound Sharply on Tech Rally, Eyes on Earnings and Trade Tensions

Asian equities staged a strong recovery on Tuesday, with South Korea's Kospi and Japan's Nikkei leading gains as investors returned to tech stocks. The rebound follows recent volatility, with markets now focused on corporate earnings and geopolitical risks.

Feb 3, 2026

Business

Mudajaya Group's Five-Year Slump: Shareholders Face Steep Losses Amidst Revenue Growth

Despite a modest rise in annual revenue, Mudajaya Group Berhad (KLSE:MUDAJYA) has seen its share price plummet 65% over five years, leaving long-term investors deep in the red. We examine the disconnect between business performance and market sentiment.

Feb 3, 2026

Business

Beyond the Hype: Why Palantir's Government-Tested AI May Offer a More Stable Growth Path Than Consumer-Facing Plays

While voice-AI firms like SoundHound capture headlines, data analytics giant Palantir Technologies leverages deep government ties and enterprise contracts to build a potentially more resilient growth narrative in the volatile AI sector.

Feb 3, 2026

Business

Five High-Conviction Stocks Poised for Growth in a Bull Market

Amidst record market levels, analysts highlight a select group of companies—from AI leaders to emerging fintech—with strong fundamentals and room for significant expansion.

Feb 3, 2026

Business

Geopolitical Thaw Fuels Investor Rush: Uncovering Value in Middle Eastern Equities

A tentative détente between the U.S. and Iran is injecting optimism into Gulf markets, with bourses in Saudi Arabia and Dubai rallying. Against this backdrop, investors are scouring the region for fundamentally strong companies poised to capitalize on the shifting landscape.

Feb 3, 2026

Business

Coles Group's Steady Returns Fail to Ignite Growth Engine, Analysts Look Elsewhere for Multi-Bagger Potential

Despite a respectable return on capital, Coles Group's flat performance over five years signals a mature business in a holding pattern, leading investors to question its long-term compounding potential.

Feb 3, 2026

Business

Tesla Expands Model Y Lineup with New $41,990 AWD Variant in U.S. Market

Tesla has quietly added a new all-wheel-drive configuration to its popular Model Y SUV in the United States, positioned as a mid-tier option priced at $41,990. The move continues the automaker's recent strategy of broadening its lineup with more accessible price points.

Feb 3, 2026

Business

Dividend Showdown: Energy Transfer's High Yield vs. Enterprise Products' Steady Hand

As income investors look toward 2026, a stark choice emerges between Energy Transfer's tempting 7.1% yield and Enterprise Products Partners' quarter-century record of reliable payouts. We examine the risk-reward calculus behind the numbers.

Feb 3, 2026

Business

CME Group Earnings Preview: Derivatives Giant Faces Growth Test Amid Market Volatility

CME Group is set to report fourth-quarter earnings Wednesday morning, with analysts forecasting a 7.8% revenue increase. The derivatives exchange operator's performance may signal broader capital markets health as peers post mixed results.

Feb 3, 2026