Infrastructure stocks

Business

Riverview Rubber Estates Berhad's Three-Year Run Lags Market, But Dividends Offer a Silver Lining

While Riverview Rubber Estates Berhad's share price has declined 12% over three years, trailing the broader market's 26% gain, its total shareholder return tells a more nuanced story. Including dividends, investors would have seen a modest 1.9% return, highlighting the critical role of income in long-term portfolio performance.

Jan 30, 2026

Business

UPS Gets Bernstein Boost: Strong Q4 Performance Eases Margin Worries, Restructuring Continues

Bernstein raises UPS price target to $128, citing robust fourth-quarter results that help balance a softer margin outlook. The logistics giant's strategic pivot away from low-margin Amazon business and ongoing cost-cutting measures shape its 2026 trajectory.

Jan 30, 2026

Business

Deutsche Bank Bets on NNN REIT's Resilience, Upgrades to Buy Amid Sector Headwinds

Deutsche Bank has upgraded NNN REIT to 'Buy' with a $47 price target, highlighting its defensive portfolio and sustainable dividends as relative strengths in a challenging real estate investment trust environment expected to persist through 2026.

Jan 30, 2026

Business

JPMorgan Adjusts Edison International Outlook Ahead of Q4 Earnings, Maintains Neutral Stance

JPMorgan raises Edison International's price target to $66, citing model updates ahead of earnings. The utility giant, noted for its sustainable high-yield dividend, continues to benefit from California's electrification trends and regulated investment framework.

Jan 30, 2026

Business

B. Riley Trims Skyworks Price Target Amid Persistent Android Market Headwinds

B. Riley Securities lowered its price target on Skyworks Solutions, citing ongoing softness in the Android smartphone segment that is expected to weigh on near-term guidance, despite strength from Apple's iPhone cycle and diversification efforts.

Jan 30, 2026

Business

Federated Hermes Caps 2025 with Record $903B AUM, Charts Course in Tokenization and Alternatives

The global investment manager reported robust growth in money market and equity strategies during its Q4 2025 earnings call, while detailing expansion into digital assets and the pending acquisition of real estate specialist FCP.

Jan 30, 2026

Business

Hitachi's Digital Pivot: Leadership Overhaul and Share Buyback Signal Strategic Shift, Investors Weigh Risks

Hitachi, Ltd. announces a ¥100 billion share repurchase and a sweeping leadership reshuffle across its core divisions, sharpening its focus on digital and AI-driven growth. While the move underscores a commitment to shareholder returns and a transformed future, analysts caution that execution risks and a premium valuation loom large.

Jan 30, 2026

Business

FDA Fast-Tracks Vyvgart Expansion, Spotlighting Argenx's Pipeline and Market Potential

The FDA's Priority Review for Vyvgart's label expansion in myasthenia gravis accelerates Argenx's growth strategy, while investors weigh the company's broader pipeline against its current valuation.

Jan 30, 2026

Business

LVMH Shares Show Signs of Life Amid Broader Slump: Is the Luxury Giant Undervalued?

LVMH's recent 0.8% single-day gain to €546.9 offers a glimmer of hope after a period of weaker performance, sparking debate among analysts over whether the market is underestimating the luxury conglomerate's long-term resilience and global footprint.

Jan 30, 2026

Business

Zeta Global's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of marketing software firm Zeta Global have tumbled over 10% in a week, sparking debate among investors. While a key valuation model suggests the stock is significantly undervalued, market sentiment remains cautious amid broader tech volatility.

Jan 30, 2026

Business

United Rentals Shares Tumble 15% as Earnings Miss and Guidance Disappoints

The equipment rental giant's stock suffered its worst week in recent memory after quarterly results fell short of Wall Street's expectations, compounded by a price target cut from a major bank.

Jan 30, 2026

Business

Citi Lifts Bristol-Myers Squibb Price Target, Citing Improved Biopharma Outlook Through 2026

Citi analyst Geoff Meacham raised his price target on Bristol-Myers Squibb (BMY) to $60, citing a more favorable setup for the sector. The move comes as the drugmaker also announces a partnership with Microsoft to leverage AI for earlier lung cancer detection.

Jan 30, 2026

Business

Beyond the Scalpel: How Intuitive Surgical and Medtronic Are Positioning for the AI-Driven Future of Surgery

While fully autonomous robotic surgeons remain on the horizon, the foundational technology and data ecosystems being built today are setting the stage for a transformative shift. Two industry giants, Intuitive Surgical and Medtronic, offer investors distinct pathways to capitalize on this evolving landscape.

Jan 30, 2026

Business

Polaris Sees Analyst Target Trim Despite Solid Q4 Performance, as Guidance Disappoints

Seaport Research has lowered its price target for Polaris Inc. (PII) following a strong fourth quarter overshadowed by softer-than-expected forward guidance. The firm maintains a Buy rating, citing the company's market share gains and operational improvements amidst ongoing tariff challenges.

Jan 30, 2026

Business

TD Securities Upgrades Bank of Montreal to Buy, Citing Improved Profitability Outlook

TD Securities has turned bullish on Bank of Montreal, upgrading the stock to Buy and raising its price target, citing a more constructive trajectory for the bank's return on equity and its diversified earnings base.

Jan 30, 2026

Business

Bitcoin Miners Face Perfect Storm: Profits Plunge to 14-Month Low Amid Price Slump and Winter Havoc

A critical measure of Bitcoin mining profitability has collapsed to its lowest level since late 2024, as miners grapple with falling BTC prices and severe operational disruptions from a major U.S. winter storm, according to analytics firm CryptoQuant.

Jan 30, 2026

Business

Exclusive: Thoma Bravo Weighs Multi-Billion Dollar Sale of Healthcare Cybersecurity Leader Imprivata

Private equity giant Thoma Bravo is exploring a sale of Imprivata, a key player in healthcare digital identity software, in a deal that could value the company at up to $7 billion, sources tell Reuters.

Jan 30, 2026

Business

NextEra Energy: A Utility-Renewables Hybrid Poised for Long-Term Growth

NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.

Jan 30, 2026

Business

Palantir Earnings Preview: Options Traders Brace for 9%+ Stock Swing

As Palantir Technologies prepares to report Q4 results, options markets signal significant volatility ahead, with the stock's AI-driven rally facing a reality check amid shifting investor focus.

Jan 30, 2026

Business

Global Sugar Glut Fears Deepen, Sending Prices to Multi-Year Lows

Sugar futures tumbled this week, with key benchmarks hitting multi-month and multi-year lows, as analysts project swelling global surpluses driven by robust harvests in Brazil and India.

Jan 30, 2026