Johnson & Johnson

Business

Viavi Solutions Beats Q4 Estimates on AI Data Center and Defense Demand; Analysts Probe Integration and Outlook

Viavi Solutions Inc. (VIAV) reported stronger-than-expected fourth-quarter results, fueled by surging demand from AI data center infrastructure and a resilient aerospace & defense sector. As the company integrates its recent acquisition of Spirent, analysts pressed management on the sustainability of growth and strategic execution.

Feb 4, 2026

Business

Beyond the Miss: Five Key Analyst Questions That Defined Badger Meter's Volatile Quarter

Despite a Q4 earnings shortfall that rattled investors, Badger Meter's leadership pointed to project timing, not demand weakness. The real story emerged during the analyst Q&A, probing the sustainability of margins, the pace of major rollouts, and the future of recurring revenue.

Feb 4, 2026

Business

Evercore Bolsters EMEA Consumer Practice with Key London Hire

Investment bank Evercore has recruited veteran banker Jonathan Dale from Rothschild & Co as a Senior Managing Director in London, a strategic move to deepen its consumer sector advisory footprint across Europe, the Middle East, and Africa.

Feb 4, 2026

Business

Paycom Software at a Crossroads: Beti Model and AI Anxiety Spark Valuation Debate

Paycom Software (PAYC) faces a pivotal moment as investor focus sharpens on its Beti self-service platform and broader AI sector turbulence, juxtaposed against a significant share price reset and the strategic return of sales veteran Jeff York.

Feb 4, 2026

Business

UK Tech Stocks Defy Market Gloom: Three High-Growth Picks for 2026

As the FTSE 100 stumbles on global headwinds, a select group of UK technology companies are charting a path of innovation-led growth. We examine three firms whose strategic moves and R&D focus could offer investors a hedge against broader volatility.

Feb 4, 2026

Business

Western Union Bets on Hyderabad AI Hub and Earnings to Revive Investor Confidence

As Western Union prepares to report earnings, its new AI-focused Global Capability Center in Hyderabad, built with HCLTech, aims to accelerate its digital transformation. Investors are weighing this strategic move against a backdrop of long-term shareholder value decline and near-term stock momentum.

Feb 4, 2026

Business

Planet Labs Director's Stock Sale Coincides with Swedish Defense Deal, Highlighting Strategic Pivot

A significant insider stock sale by Planet Labs director Kristen Robinson follows closely on the heels of a major satellite data contract with Sweden's Armed Forces, casting a spotlight on the company's deepening focus on defense and security markets amidst its ongoing path to profitability.

Feb 4, 2026

US

Sanders Distances Himself from Past Praise of Gabbard Amid Election Security Role Scrutiny

Senator Bernie Sanders, when pressed by CNN on his past laudatory remarks about Director of National Intelligence Tulsi Gabbard, dismissed them as being from 'way back when,' highlighting the political shift surrounding her controversial election security assignment.

Feb 4, 2026

Business

PJT Partners Caps Record 2025 on Advisory Strength, Sees 'Fragile' Momentum Ahead

The boutique investment bank PJT Partners reported record annual revenues and profits for 2025, fueled by a resurgent M&A market and robust restructuring demand. While management struck an optimistic tone for 2026, they cautioned that geopolitical tensions and AI disruption pose risks to the 'inherently fragile' capital markets backdrop.

Feb 4, 2026

Business

Merck Navigates Mixed Q4 2025 with Oncology Strength Offsetting Vaccine Slump, Sets Cautious 2026 Outlook

Merck & Co. reported a 5% rise in Q4 2025 revenue to $16.4 billion, powered by its blockbuster cancer drug Keytruda and animal health division. However, a steep 35% drop in Gardasil sales, attributed to weakened demand in Asia, highlighted regional vulnerabilities. The pharmaceutical giant issued initial 2026 guidance projecting modest growth while absorbing a significant one-time charge from its recent Cidara Therapeutics acquisition.

Feb 4, 2026

Business

MasterBrand's Omega Cabinetry Takes Center Stage at KBIS, Signaling a Strategic Shift Toward Premium Design

At the 2026 Kitchen & Bath Industry Show, MasterBrand's Omega line, in collaboration with Cambria, unveiled new high-design offerings. The move is seen as a deliberate step to elevate the brand's positioning within the competitive cabinetry market, though financial headwinds remain a key focus for investors.

Feb 4, 2026

US

Congressional Inquiry Targets Future Farmers of America Over Ties to Chinese-Owned Agribusiness and Internal Policies

A bipartisan congressional coalition is scrutinizing the National FFA Organization's partnership with Syngenta, a firm owned by the Chinese state, and its diversity initiatives, citing potential national security risks and mission drift for the tax-exempt youth group.

Feb 4, 2026

Business

Three Asian Stocks Trading at a Discount: Value Opportunities Emerge Amid Market Uncertainty

Amid a cautious global investment climate, analysts highlight three Asian companies—Samsung Electronics, Fuji Media Holdings, and M&A Capital Partners—trading at significant discounts to their estimated intrinsic value, presenting potential opportunities for discerning investors.

Feb 4, 2026

Business

Market Jitters: Could 2026 See a Downturn? Historical Parallels and Investor Strategies

With key valuation metrics flashing warning signs reminiscent of past bubbles, investors are questioning the market's resilience. We examine the historical context and spotlight one potential defensive play.

Feb 4, 2026

Business

Intuitive Surgical Powers Into New Growth Cycle on da Vinci 5 Momentum

Intuitive Surgical's latest quarterly results signal a robust return to innovation-driven growth, fueled by the successful launch of its da Vinci 5 system and surging global procedure volumes. The company's expanding ecosystem and recurring revenue model underpin a bullish outlook for long-term investors.

Feb 4, 2026

Business

SoFi Doubles Down on Crypto: From Digital Bank to Full-Service Fintech Contender

SoFi Technologies is aggressively expanding its cryptocurrency offerings, launching secured crypto-backed loans and institutional trading services. This strategic pivot, coupled with robust member growth, signals a broader ambition to compete in the digital asset arena, reshaping its investment narrative beyond traditional banking.

Feb 4, 2026

Business

Garmin Launches Varia RearVue 820 Cycling Radar, But Can It Spark a Stock Rally?

Garmin expands its cycling safety portfolio with the advanced Varia RearVue 820 radar tail light, featuring enhanced vehicle tracking and battery life. However, the product launch contrasts with the company's subdued recent stock performance, raising questions about its current valuation and growth trajectory.

Feb 4, 2026

Business

Merck Doubles Down on Cancer and Vaccines with Strategic Equity Stake and New Collaborations

Merck & Co. is reinforcing its core therapeutic pillars through a strategic equity investment in Eikon Therapeutics and a global oncology partnership with Guardant Health, while also spearheading efforts to expand access to Ebola vaccines.

Feb 4, 2026

Business

Cabot Corporation (CBT): A Deep Dive into the Bull Case for the Specialty Materials Giant

Amid market volatility, a detailed investment thesis circulating among retail investors makes the case for Cabot Corporation's resilience and growth potential, driven by its entrenched position in tire manufacturing and strategic pivot to electric vehicle markets.

Feb 4, 2026

Business

Verizon Bets Big on Fiber and Customer Loyalty with $20B Frontier Acquisition and $25B Buyback

Verizon Communications makes a bold strategic pivot, acquiring Frontier's fiber assets for $20 billion, launching a massive share repurchase, and shifting focus from price wars to customer retention under new leadership.

Feb 4, 2026