investment strategies

Business

U.S. Government Acquires Strategic Stake in MP Materials to Bolster Rare Earth Independence

In a significant move to secure domestic supply chains for critical minerals, the U.S. government has taken a direct 15% equity position in MP Materials. This strategic investment, paired with expanded federal contracts, aims to reduce reliance on foreign sources for rare earths essential to defense and green energy technologies.

Feb 2, 2026

Business

NVIDIA Scales Back $100 Billion OpenAI Ambition, Pivots to Broader AI Alliance Strategy

NVIDIA has significantly revised its once-floated $100 billion investment plan for OpenAI, opting for a more measured commitment. The strategic shift underscores the chipmaker's focus on business discipline and diversifying its partnerships across the booming AI ecosystem, even as it remains central to OpenAI's operations.

Feb 2, 2026

Business

White House Seeks $12 Billion for "Project Vault," a Strategic Minerals Reserve

The Trump administration is moving to establish a major national stockpile of critical minerals, with a $10 billion federal loan and private investment, aiming to reduce reliance on foreign supplies for key technologies.

Feb 2, 2026

Business

Zoom's Strategic Bet on Anthropic Fuels Analyst Optimism for an AI-Driven Revival

Zoom Video Communications, bolstered by stable post-pandemic cash flows, is drawing renewed Wall Street attention following its venture investment in AI leader Anthropic, with some analysts touting it as a compelling AI play.

Feb 2, 2026

Business

Swatch Group Eyes 2026 Rebound After Challenging Year, Points to Strong Second-Half Momentum

The Swiss watchmaker reported a dip in 2025 profits amid currency headwinds and strategic investments, but forecasts a return to broad-based growth next year, buoyed by robust second-half sales and strong performance in key markets like the Americas.

Feb 2, 2026

Business

Aptiv Posts Record Q4 Revenue, Charts Ambitious 2026 Path as Major Spinoff Looms

Aptiv capped off 2025 with record fourth-quarter sales and detailed a transformative 2026 outlook, headlined by the imminent spin-off of its Electrical Distribution Systems unit into VersaGen. The automotive tech leader is navigating currency headwinds and strategic investments to expand beyond traditional auto markets.

Feb 2, 2026

Business

Alliance Resource Partners Beats Profit Expectations Amid Coal Market Transition, Eyes Growth in Royalties

Alliance Resource Partners (ARLP) posted a significant jump in fourth-quarter profit, driven by cost controls and investment gains, even as coal revenue softened. The partnership issued 2026 guidance pointing to robust contract coverage and a growing oil & gas royalty segment, while navigating challenges at a key Appalachian mine.

Feb 2, 2026

Business

Scotch Whisky Tourism Faces Headwinds as Rural Distilleries Scale Back Visitor Operations

Scotland's celebrated whisky tourism sector is showing signs of strain, with major players closing visitor centres and cutting hours amid staffing challenges and shifting demand, even as new investments open their doors.

Feb 2, 2026

Business

The Incentive Gap: Why Most Companies' Sales Compensation Plans Are Failing to Deliver Growth

New research reveals a stark disconnect: while a majority of firms are ramping up investment in incentive pay to fuel growth, widespread execution errors are rendering these costly programs ineffective, leaving potential revenue on the table.

Feb 2, 2026

Business

CapWealth Makes Bold Bet on Lumen Technologies with $10 Million Share Purchase

Investment firm CapWealth Advisors has significantly increased its stake in telecom provider Lumen Technologies, signaling confidence amid the company's strategic pivot towards enterprise and AI infrastructure.

Feb 2, 2026

Business

Retail's Favorites: The Top 10 Stocks Held by Robinhood Traders, and Two Standout Picks

An analysis of the most-held stocks on the Robinhood platform reveals where the retail investing crowd is placing its bets, with two tech giants emerging as particularly compelling long-term investments.

Feb 2, 2026

Business

Artemis Makes Bold $104 Million Bet on Steel Recycler Commercial Metals

Investment firm Artemis Investment Management has established a significant new position in Commercial Metals Company, a leading steel producer and recycler, signaling confidence in the firm's strategic direction and growth prospects despite a recent share price surge.

Feb 2, 2026

Business

Micron Bets $24 Billion on Singapore Hub in Strategic Pivot to AI Memory Dominance

Micron Technology is making a decisive shift from volatile consumer memory markets, channeling a massive $24 billion investment into Singapore to build advanced fabrication and packaging facilities aimed squarely at the booming AI data center sector.

Feb 2, 2026

Business

Crypto Funds Bleed $1.7 Billion as Hawkish Fed Fears Trigger Market Retreat

Digital asset investment products have recorded a second straight week of heavy outflows, with U.S.-listed funds leading the sell-off. Analysts point to market jitters over a potential policy shift at the Federal Reserve following a key nomination by President Trump.

Feb 2, 2026

Business

Alphabet's $110 Billion Bet on Waymo Signals a Strategic Pivot Beyond 'Other Bets'

Alphabet's planned $13 billion investment in Waymo, valuing the self-driving unit at $110 billion, challenges the long-held view of its moonshot projects as mere financial drains and positions autonomous driving as a core future asset.

Feb 2, 2026

Business

Buffett's 2016 Bets: A Decade Later, Apple Outshines Even Berkshire Hathaway

A retrospective analysis reveals the staggering returns from Warren Buffett's key 2016 investments, with a stake in Apple vastly outperforming his own conglomerate and the broader S&P 500 index over ten years.

Feb 2, 2026

Business

Tenet Reclaims Full Control of Conifer as CommonSpirit Exits Stake, Eyes AI Expansion

Tenet Healthcare has regained complete ownership of its revenue cycle management subsidiary Conifer, buying out CommonSpirit Health's minority stake in a deal valued at nearly $2.7 billion. The move signals Tenet's renewed commitment to the business and plans for significant AI investment.

Feb 2, 2026

Business

PING Capital Bets Big on Vaca Muerta, Boosts Vista Energy Stake by $4.6 Million

In a significant vote of confidence for Latin America's premier shale play, investment firm PING Capital Management has substantially increased its holding in Argentina-focused Vista Energy, underscoring a strategic focus on operational execution over mere commodity price speculation.

Feb 2, 2026

Business

PING Capital Trims Stake in Banco BBVA Argentina Amid Volatile Year

The investment fund sold $3.87 million worth of shares in the Argentine bank, reflecting a strategic portfolio adjustment as the lender navigates a challenging economic environment.

Feb 2, 2026

Business

Nvidia's Massive Bet on CoreWeave: Analysts Weigh AI Cloud Giant's Prospects Ahead of Earnings

As CoreWeave prepares to report Q4 earnings, the market's focus sharpens on the AI infrastructure firm that has become Nvidia's largest disclosed investment. With a soaring stock and a bold expansion plan, analysts are revisiting the thesis amid both optimism and legal headwinds.

Feb 2, 2026