January 2026 Outlook

Business

Stifel Boosts Nurix Therapeutics Price Target to $35, Citing 2026 as Pivotal Year for Key Drug Candidate

Analysts at Stifel have raised their price target for Nurix Therapeutics (NRIX) to $35, maintaining a Buy rating ahead of anticipated 2026 clinical milestones for its lead asset, bexobrutinib. The move comes as Wells Fargo also adjusted its target, highlighting divergent near-term views but shared long-term optimism for the biotech firm.

Feb 2, 2026

Business

Social Security's 2026 COLA: A Raise That Doesn't Keep Up

Millions of seniors received a 2.8% Cost-of-Living Adjustment this January, but soaring Medicare premiums and a flawed inflation formula mean their real purchasing power continues to erode, highlighting a systemic crisis for retirees.

Feb 2, 2026

Business

Beneath the Calm: The 2026 Logistics Landscape Demands New Strategies as Hidden Costs Rise

While carrier capacity and reliability show signs of recovery, a new FreightWaves white paper reveals a more complex and unforgiving cost environment emerging for 2026. Shippers must navigate a labyrinth of rules, fees, and contract nuances that are quietly driving up expenses.

Feb 2, 2026

Business

Coeur Mining Clears Key Hurdle in $7 Billion New Gold Takeover, Aims for 2026 Completion

A British Columbia court has given its final approval to Coeur Mining's planned acquisition of New Gold, moving the deal that will create a North American precious metals giant one step closer to its expected H1 2026 closing.

Feb 2, 2026

Business

CZ Reassesses Crypto Outlook: Bitcoin 'Supercycle' Narrative Softens Amid Market Uncertainty

Former Binance CEO Changpeng Zhao (CZ) has tempered his earlier prediction of a 2026 Bitcoin 'supercycle,' citing heightened market volatility, geopolitical tensions, and the pervasive impact of misinformation. While long-term optimism remains, the path forward appears more complex.

Feb 2, 2026

Business

Three Stocks Poised for Growth as 2026 Investment Cycle Begins

As markets look ahead to 2026, a mix of established giants and emerging players in AI and digital advertising present compelling opportunities for investors seeking both growth and value.

Feb 2, 2026

Business

Navitas Semiconductor's Strategic Shift Poised to Bear Fruit in 2026, Analysts Say

After a challenging transitional year in 2025, Navitas Semiconductor's pivot towards high-margin data center and industrial markets is expected to accelerate growth and deliver investor returns by 2026, despite near-term revenue pressures.

Feb 2, 2026

Business

UPS Charts a Course for Profitable Growth: A Tale of Two Halves in 2026

Following a bold earnings surprise, UPS is betting on a strategic pivot away from low-margin deliveries. While 2026 promises a challenging start, management forecasts a powerful second-half rebound fueled by cost cuts and a focus on healthcare and SMBs.

Feb 2, 2026

Business

Beyond the AI Rollercoaster: Three Dividend Stocks Gaining Momentum in 2026's Turbulent Market

As tech volatility reshuffles investor priorities in early 2026, a screen for strength and analyst conviction highlights three dividend payers—from lithium to offshore drilling—that are already setting the pace.

Jan 31, 2026

Business

China's Manufacturing Momentum Stalls in January, Slipping Back into Contraction

China's factory activity unexpectedly contracted in January, official data shows, reversing a brief December expansion and underscoring persistent domestic demand challenges despite robust exports.

Jan 31, 2026

Business

CN Rail Posts Strong 2025 Results but Adopts Cautious Stance for 2026 Amid Trade Uncertainty

Canadian National Railway reported robust fourth-quarter earnings and improved operational efficiency for 2025, yet management offered a more guarded, volume-dependent outlook for the coming year, citing persistent headwinds from tariffs and a volatile trade environment.

Jan 30, 2026

Business

Aris Mining Consolidates Leadership, Sets Ambitious 2026 Targets in Strategic Overhaul

Aris Mining (TSX:ARIS) has undertaken a significant corporate restructuring, reinstating founder Neil Woodyer as both Chairman and CEO while outlining elevated production goals for 2026. The move, aimed at streamlining operations, places the company's ambitious Marmato expansion and near-term execution squarely under Woodyer's renewed command.

Jan 30, 2026

Business

Pinnacle Financial Partners: A Post-Merger Rebound Story Taking Shape for 2026

Despite a 20% slide following its merger with Synovus, Pinnacle Financial Partners (PNFP) now trades at a valuation that may fully price in the risks. With significant cost and revenue synergies on the horizon, analysts see a clear path for earnings growth and a potential re-rating of the stock by 2026.

Jan 30, 2026

Business

Netflix's Slowing Growth Outlook Sends Shares Tumbling, Despite Ad Revenue Surge

Netflix shares face pressure as the streaming giant's 2026 revenue guidance signals a significant growth deceleration, even with its advertising business poised to double. Investor concerns are compounded by a potential multi-billion dollar acquisition.

Jan 30, 2026

Business

Cavco Industries Posts Strong Q1 2026 Results on Surging Demand and Strategic Execution

Cavco Industries (CVCO) reported robust first-quarter fiscal 2026 earnings, with revenue climbing 9.5% year-over-year and operating profit jumping approximately 50%. The manufactured housing leader credited strategic production increases, improved pricing, and a rebound in its financial services segment for the strong performance, while also highlighting its pending acquisition of American Homestar.

Jan 30, 2026

Business

American Express Shares Dip After Q4 Earnings Narrowly Miss Estimates; Long-Term Outlook Remains Bullish

American Express reported fourth-quarter earnings that slightly trailed analyst forecasts, prompting a share price decline. Despite the near-term miss, the company issued strong forward guidance for 2026 and announced a significant dividend hike, underscoring confidence in its long-term growth trajectory driven by card member spending and fee growth.

Jan 30, 2026

Business

American Express Caps 2025 with Record Revenue, Eyes Continued Premium Growth in 2026

American Express reported a 10% revenue surge to $72 billion for 2025, driven by strong premium card demand and disciplined credit. Executives project 9-10% growth for 2026, betting on younger customers and strategic tech investments to sustain momentum.

Jan 30, 2026

Business

Primis Financial Navigates 'Noisy' Quarter, Eyes 1% ROA Goal for 2026

Primis Financial (FRST) posted Q4 earnings of $29.5M, buoyed by a one-time gain. Management pegs core quarterly earnings near $8M, citing mortgage growth and deposit mix improvements as key drivers for its 2026 profitability target.

Jan 30, 2026

Business

ING Groep Raises Income Outlook on Strong Fee Growth, Fuels Investor Debate

ING Groep's latest financial results reveal a strategic pivot gaining traction, with fee income now accounting for a fifth of total revenue. The bank has upgraded its income guidance for 2026 and 2027, alongside a robust shareholder return policy, prompting analysts to reassess its growth narrative in a challenging European banking landscape.

Jan 30, 2026

Business

Beyond Buzzwords: HR Leaders Chart a Course for 2026 Amid Execution Gap

A new survey reveals retention, AI integration, and manager development remain top HR priorities for 2026, but a stark divide emerges between strategic intent and actionable plans.

Jan 30, 2026