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Business

Sempra's Valuation Under the Microscope: Grid Investments and Energy Transition Ambitions Weighed Against Stock Price

As Sempra (NYSE: SRE) navigates a massive capital investment cycle for grid modernization and clean energy, investors are scrutinizing whether its current stock price accurately reflects its long-term strategy. We analyze key valuation metrics and the broader market context to assess if the utility giant is fairly valued.

Jan 30, 2026

Business

Lumen Sheds Consumer Fiber, Doubles Down on Enterprise AI with Landmark Certification

Lumen Technologies pivots decisively toward the enterprise sector, achieving a pioneering AI management certification while divesting its remaining consumer fiber assets to AT&T, signaling a strategic consolidation around business and government services.

Jan 30, 2026

Business

Apple Shatters Records as iPhone 17 Demand Defies Market Doubts

Apple's fiscal Q1 2026 results, fueled by "staggering" demand for the iPhone 17, delivered record revenue and a dramatic turnaround in China, silencing critics and reigniting growth.

Jan 30, 2026

Business

Dollar's Four-Year Low Raises Questions About Its Global Dominance

The U.S. dollar's recent plunge to multi-year lows has unsettled markets, fueling debate over the currency's future and the economic policies driving its decline.

Jan 30, 2026

Business

NewtekOne Posts Record 2025, Touts Bank Charter Success and Disruptive Tech Edge

NewtekOne (NASDAQ: NEWT) reported robust Q4 and full-year 2025 results, highlighting the third anniversary of its OCC-chartered bank. The financial holding company saw net income rise 16.4% to $80 million, driven by strong deposit growth, successful securitizations, and a focus on serving independent business owners with long-term, 'patient capital' loans.

Jan 30, 2026

Business

Axis REIT: A Steady Performer in a Volatile Market

While speculative 'story stocks' capture headlines, Axis Real Estate Investment Trust (KLSE:AXREIT) presents a compelling case for investors seeking stability through consistent earnings growth and strong insider alignment.

Jan 30, 2026

Business

FAT Brands' Bankruptcy Triggers Second Wave of Smokey Bones Closures, Accelerating Shift to Twin Peaks

Amid Chapter 11 proceedings, FAT Brands and its affiliate Twin Hospitality are shuttering an additional 14 Smokey Bones BBQ restaurants nationwide. The move follows earlier closures and conversions, highlighting a strategic pivot toward the more profitable Twin Peaks sports bar concept as the parent company restructures.

Jan 30, 2026

Business

Woodward Soars on Strong Aerospace Demand, Announces China On-Highway Exit

Woodward (WWD) kicked off fiscal 2026 with robust earnings, driven by a surge in aerospace services and industrial sales. The company raised its full-year outlook but cautioned on supply chain pressures and announced a strategic wind-down of its volatile China On-Highway business.

Feb 2, 2026

Business

Fabrinet Shatters Records with 36% Revenue Surge, Fueled by AI and Telecom Boom

Fabrinet's Q2 2026 earnings reveal a historic quarter, with revenue hitting $1.13B driven by explosive growth in high-performance computing and telecom. The company signals sustained momentum with aggressive capacity expansion.

Feb 2, 2026

Business

Tech CEO Navigates AI Uncertainty: Why She's Still Backing Computer Science for the Next Generation

HubSpot CEO Yamini Rangan acknowledges the breakneck pace of change in tech roles but argues the core value of education—learning how to think and solve problems—remains timeless, even as she guides her own son into the field.

Feb 2, 2026

World

Mexico Defies U.S. Pressure, Vows Aid and Fuel for Cuba Amid Deepening Crisis

President Claudia Sheinbaum commits to humanitarian support and exploring fuel shipments to Cuba, directly challenging Trump administration efforts to isolate Havana. The move risks escalating tensions ahead of crucial U.S.-Mexico trade talks.

Feb 2, 2026

World

U.S. and India Strike Trade Deal to Slash Tariffs, Ease Tensions

The United States and India have reached a trade agreement that will significantly lower reciprocal tariffs and remove a contentious levy on Russian oil purchases, marking a potential thaw in economic relations.

Feb 2, 2026

Business

Cirrus Logic's Valuation Under the Microscope: Is the Stock Running Ahead of Itself?

Cirrus Logic (CRUS) shares have surged over 31% in the past year, prompting investors to question whether the current price fully reflects the company's prospects. A deep dive into valuation metrics suggests the semiconductor stock may be trading at a significant premium.

Feb 2, 2026

Business

Porsche's Electric 718 Future in Doubt: Cayman and Boxster EVs Reportedly on the Chopping Block

Under new CEO Michael Leiters, Porsche is reportedly considering the cancellation of its long-awaited electric 718 Cayman and Boxster models amid development challenges and strategic cost-cutting measures.

Feb 2, 2026

Business

Salesforce: A 2025 Stumble Sets Stage for Potential 2026 Rebound

While many AI stocks soared in 2025, Salesforce shares faced significant headwinds. Despite a challenging year, the cloud software giant's robust fundamentals and reasonable valuation suggest it may be poised for a recovery.

Feb 2, 2026

Business

Cramer's Salesforce Praise Meets Market Skepticism: A Tale of Two Software Giants

CNBC's Jim Cramer lauds Salesforce's operational strength, yet the stock, alongside peer ServiceNow, faces persistent 'multiple compression' as Wall Street reevaluates growth expectations for mature software leaders.

Feb 2, 2026

Business

Mind Over Money: Why Suze Orman Says You Are Your Own Biggest Financial Obstacle

Personal finance icon Suze Orman echoes a timeless principle from Napoleon Hill's 'Think and Grow Rich': the battle for wealth is won or lost in the mind. Experts argue that self-doubt, not market conditions, is the primary barrier most people face.

Feb 2, 2026

Business

Frost Bank Parent Company Cullen/Frost Announces Board Refresh, Adding McCombs Heir and Former EY Partner

Cullen/Frost Bankers Inc., the parent of Texas-based Frost Bank, has elected Marsha M. Shields, leader of the Red McCombs family enterprises, and former Ernst & Young managing partner Jeff Rummel to its board, as longtime director Dr. Chris Avery prepares to retire.

Feb 2, 2026

Business

Porsche's Electric Sports Car Ambitions in Jeopardy as New CEO Reviews 718 EV Program

Porsche's highly anticipated electric 718 Cayman and Boxster face potential cancellation under new leadership, with insiders citing cost overruns and development hurdles amid shifting market dynamics.

Feb 2, 2026

Business

Hercules Capital: A Hidden Gem in High-Growth Financing?

Hercules Capital (HTGC), a key lender to venture-backed companies, appears significantly undervalued by traditional metrics. With shares trading at a discount to intrinsic value and below peer multiples, the market may be overlooking its strategic role and earnings potential.

Feb 2, 2026