Investment Grade Credit

Business

EVERTEC: The Undervalued Fintech Powerhouse Poised for Growth in Latin America

Amidst market volatility, EVERTEC Inc. (EVTC) presents a compelling investment case. Trading at depressed valuation multiples, the Latin American transaction processing leader combines a 'boring but consistent' operational profile with significant potential for multiple expansion and steady growth, offering a unique risk/reward balance for patient investors.

Feb 3, 2026

Business

Beyond the Headlines: Why L3Harris Technologies Is the Unseen Engine of Modern Defense

While flashy jets and missiles capture public attention, L3Harris Technologies operates in the critical, unseen layers of connectivity and electronic warfare. As global tensions and technological threats evolve, its role as a foundational enabler of next-generation defense systems is driving a compelling investment thesis centered on resilience and information dominance.

Feb 3, 2026

Business

Lockheed Martin's Strategic Moat: Why Defense Giant's Integration Expertise Fuels Bullish Outlook

Amid rising global tensions and sustained U.S. defense spending, Lockheed Martin's unique role in stitching together America's missile and space defense architecture presents a compelling investment case, analysts argue.

Feb 3, 2026

Business

Shark Tank's Kevin O'Leary Champions 'Trump Accounts' as Antidote to National Financial Literacy Crisis

Investor and TV personality Kevin O'Leary has thrown his weight behind a proposed national child investment account policy, framing it as a bipartisan solution to America's widespread financial illiteracy and a foundational tool for building generational wealth.

Feb 3, 2026

Business

CoreWeave in the Crosshairs: Lawsuits and Nvidia's $2B Bet Collide in AI Infrastructure Drama

Cloud provider CoreWeave faces investor lawsuits over capacity claims just as Nvidia doubles down with a major investment, placing the company at the center of a high-stakes debate on AI infrastructure's future.

Feb 3, 2026

Business

Perella Weinberg Partners Stock Surge Raises Valuation Questions Amid M&A Revival

Shares of the boutique investment bank Perella Weinberg Partners have rallied sharply over the past month, riding a wave of renewed optimism in the advisory sector. However, its premium valuation and mixed long-term performance are prompting investors to weigh the risks against the potential rewards.

Feb 3, 2026

Business

Broadcom Settles VMware Dispute with Fidelity, Easing Investor Concerns Over Client Retention

Broadcom has reached an agreement with Fidelity Investments, dismissing a lawsuit related to VMware software licensing. The settlement ensures service continuity for a major client and offers clarity on Broadcom's post-acquisition strategy, a key focus for investors monitoring the tech giant's integration efforts.

Feb 3, 2026

Business

JAG Berhad's Capital Efficiency Under Scrutiny as Returns Lag Industry Peers

The Malaysian commercial services firm JAG Berhad (KLSE:JAG) faces questions over its capital allocation strategy, with its Return on Capital Employed (ROCE) falling to 0.4%—significantly below the industry average. While the company has increased capital investment, the corresponding returns have not materialized, raising concerns among analysts about its long-term growth trajectory.

Feb 3, 2026

Business

Beyond the Big Tech Earnings: Why AI Infrastructure Deals Are Stealing the Spotlight

As hyperscalers like Amazon prepare to report earnings, the focus is shifting from quarterly sales to massive capital investments in AI infrastructure and strategic partnerships with GPU-as-a-service providers.

Feb 3, 2026

Business

IHS Towers: A Deep-Value Play Emerges as Currency Headwinds Shift

IHS Holding Limited, a leading telecom tower operator in emerging markets, is seeing a dramatic reversal in its investment narrative. Long pressured by currency devaluations, the company now stands to benefit from FX tailwinds, operational improvements, and surging data demand, presenting a compelling bull case at a valuation far below peers.

Feb 3, 2026

Business

Broadridge Financial Solutions: The Unseen Titan of Financial Infrastructure

Amid market volatility, a deep dive into Broadridge Financial Solutions (BR) reveals a compelling investment case built on its near-monopoly in critical back-office functions, predictable cash flows, and defensive characteristics.

Feb 3, 2026

Business

Ford's $19.5 Billion EV Pivot: A Pragmatic Path to Profitability?

As Ford Motor Company takes a massive charge on its electric vehicle business, a bullish investment thesis is gaining traction, arguing the automaker's strategic shift toward hybrids and profitable segments could unlock long-term value.

Feb 3, 2026

Business

Microsoft's AI Bet Faces Scrutiny After Earnings Dip, But Wall Street Sees 40% Upside

Despite a sharp sell-off following its latest earnings report, Microsoft retains Wall Street's strongest buy consensus. Analysts see a potential 40%+ return over the next year, betting that current AI investments will fuel long-term growth even as near-term cloud metrics show signs of moderation.

Feb 3, 2026

Business

Beyond GPUs: The AI Memory Boom and Why Micron Could Be the Next Big Chip Story

As the AI infrastructure race intensifies, a critical bottleneck is emerging: memory. With demand for high-bandwidth memory (HBM) skyrocketing, Micron Technology finds itself at the center of a new investment thesis, drawing comparisons to the early days of Nvidia's AI-driven ascent.

Feb 3, 2026

Business

Penguin Solutions' AI Pivot: A High-Stakes Bet on Infrastructure Build-Out

Once known as SMART Global, Penguin Solutions is undergoing a radical transformation into a designer of AI superclusters. With a key investment from SK Telecom, the company aims to prove its specialized engineering can compete in a crowded field.

Feb 3, 2026

Costco Gift Card Program Faces Turmoil as Partner's Bankruptcy Leaves Consumers in Limbo

The abrupt Chapter 7 filing of Synergy World Inc., a key gift card partner for Costco, has exposed vulnerabilities in the popular discount gift card market, leaving thousands of cardholders with potentially worthless credits and highlighting broader consumer protection gaps.

Feb 3, 2026

Business

Spritzer's Stock Surge: Strong Fundamentals Fuel Optimism Amid Market Rally

Shares of Malaysian bottled water leader Spritzer Bhd have jumped nearly 10% in a month, outpacing the broader market. Analysts point to the company's robust return on equity and consistent profit reinvestment as key drivers behind investor confidence and its impressive earnings growth trajectory.

Feb 3, 2026

Business

American Resources Corporation: A High-Stakes Bet on U.S. Rare Earth Independence

A deep dive into the bullish investment thesis for American Resources Corporation (AREC), which hinges on its proprietary rare earth processing technology and a pivotal $1.4 billion U.S. government partnership aimed at reducing reliance on China.

Feb 3, 2026

Business

MasTec's Growth Engine Faces a Cost Test: Can Margins Hold the Line?

Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.

Feb 3, 2026

Tax Season 2026: Rockford Experts Predict Record-Breaking Refunds Amid Sweeping Law Changes

Rockford tax professionals forecast the highest average refunds in two decades, driven by new federal deductions for overtime, tips, and child investment accounts, though Illinois residents will miss out on one key benefit.

Feb 3, 2026