Margin Calls

Business

Global-E Online's Valuation Crossroads: Is the E-Commerce Enabler a Bargain or Still Overpriced?

As Global-E Online's stock hovers near 52-week lows, a deep dive into its valuation reveals a complex picture. While a discounted cash flow model suggests the shares are fairly priced, its premium price-to-sales multiple tells a different story, leaving investors to weigh growth potential against current metrics.

Feb 5, 2026

Business

Chewy's Stock Slump Sparks Valuation Debate: Undervalued Gem or Overpriced Pet Play?

As Chewy shares languish near multi-year lows, a stark divide emerges between cash flow-based valuation models and market-driven price multiples, leaving investors to question where true value lies in the volatile pet care sector.

Feb 5, 2026

Business

Major PC Makers Eye Chinese Memory Chips to Ease Supply Chain Strain

HP, Dell, Acer, and Asus are reportedly in talks to source memory chips from Chinese manufacturers for the first time, as global shortages disrupt product launches and drive up costs across the tech sector.

Feb 5, 2026

Business

Binance Reports Net Inflows Amid Coordinated Withdrawal Campaign, Defying 'Bank Run' Narrative

The world's largest cryptocurrency exchange, Binance, has reported an increase in on-chain assets during a period of heightened social media-driven withdrawal pressure, framing the event as a successful stress test rather than a liquidity crisis.

Feb 5, 2026

Business

From AI Laggard to Leader: Google's Gemini Surge Reshapes Market Sentiment

Alphabet's confident earnings call, fueled by strong adoption of its Gemini AI models, signals a dramatic shift in Wall Street's perception, positioning Google as a frontrunner while investor concerns grow around rivals' reliance on OpenAI.

Feb 5, 2026

Business

Sony Shares Surge as Strong Gaming and Music Sales Drive Upward Forecast Revision

Sony Group Corp. has raised its full-year profit forecast after a robust holiday quarter, powered by resilient PlayStation software sales and steady music streaming revenue, sending its shares soaring nearly 6%.

Feb 5, 2026

Business

Sony's Pictures Division Sees 12% Revenue Drop as Corporate Profits Surge 22% in Q3

Sony Group has raised its full-year forecast after posting a 22% jump in operating income for the December quarter, driven by strong performance in music and gaming services, despite a double-digit decline in its film and television unit.

Feb 5, 2026

Business

Ecomate Holdings' Stock Surge Defies Weak Financials: Can the Rally Hold?

Shares of Ecomate Holdings Berhad (KLSE:ECOMATE) have climbed 10% in three months, but a deeper look at its fundamentals—including a meager 1.5% Return on Equity and a five-year earnings decline—raises questions about the sustainability of the recent momentum.

Feb 5, 2026

US

White House Invokes 'Sopranos' Quote in Defense of Columbus Amid Reported Statue Plans

The White House has drawn a parallel to a famous line from 'The Sopranos' while defending Christopher Columbus, as reports surface that the Trump administration is considering installing a statue of the explorer on its grounds.

Feb 5, 2026

Business

Brookfield Caps Record Year with $112B Fundraising Haul, Unveils Leadership Succession

Brookfield Asset Management reported robust 2025 results fueled by record capital raising and deployment, while announcing Conor Teskey as its new CEO as part of a planned succession. The firm sees a constructive market ahead for its expanding credit and private wealth platforms.

Feb 5, 2026

Business

Boot Barn Rides Western Wear Wave to Strong Q3, Raises Full-Year Outlook Despite Weather Headwinds

Boot Barn Holdings, Inc. (NYSE: BOOT) reported robust third-quarter fiscal 2026 results, with revenue climbing 16% year-over-year to $706 million. Management highlighted broad-based strength and raised its full-year guidance, signaling confidence even as winter storms temporarily impacted early Q4 sales.

Feb 5, 2026

Business

Avery Dennison Navigates Economic Headwinds with Steady 2025 Performance, Eyes Strategic Growth in 2026

Avery Dennison reported resilient full-year 2025 results, citing disciplined cost management and a strategic portfolio shift towards higher-value categories. While facing softer consumer sentiment and trade policy volatility, the company outlined a quarterly guidance framework for 2026, emphasizing productivity and innovation in a dynamic market.

Feb 5, 2026

Business

A10 Networks Caps Record Year on AI and Security Demand, Forecasts Double-Digit Growth

A10 Networks reported record quarterly and annual revenue for 2025, driven by strong demand for its security and cloud infrastructure solutions that support AI workloads. The company forecasts 10-12% revenue growth for 2026, citing a diversified customer base and sustained enterprise investment.

Feb 5, 2026

Business

Valuation Check: Is Aneka Jaringan Holdings Berhad Trading at a Fair Price?

A discounted cash flow analysis suggests Aneka Jaringan Holdings Berhad (KLSE:ANEKA) may be trading close to its intrinsic value. We examine the assumptions behind the numbers and what investors should consider beyond the model.

Feb 5, 2026

Business

Snowflake's AI Hype Cools as Growth Slows: Is the 25% 2026 Plunge a Buying Opportunity?

Snowflake's stock, once a darling of the AI data boom, has tumbled sharply in 2026. While underlying metrics show resilience, slowing revenue growth and persistent GAAP losses challenge the bullish narrative. We examine whether the sell-off is overdone.

Feb 5, 2026

Business

Beyond the Headlines: Three Middle Eastern Stocks Poised for Growth in 2026

As Gulf markets surge on strong oil and corporate performance, investors are looking beyond the major indices. We analyze three lesser-known companies—in healthcare, transportation, and tech—that are demonstrating strong fundamentals and strategic positioning for the coming year.

Feb 5, 2026

Business

Bhutan's Bitcoin Bet: Sovereign Fund Sells $22.4M as Crypto Holdings Tumble from Peak

The Himalayan kingdom of Bhutan has moved $22.4 million worth of Bitcoin, continuing a pattern of strategic sales as its once-billion-dollar crypto portfolio has shed over 70% of its value, according to blockchain data.

Feb 5, 2026

US

Federal Judge Restricts ICE's Warrantless Arrest Powers in Oregon, Citing 'Violent and Brutal' Conduct

A federal judge has issued a preliminary injunction barring ICE agents in Oregon from making warrantless arrests unless there is a clear flight risk, sharply criticizing the agency's enforcement tactics as undermining constitutional due process.

Feb 5, 2026

Business

AI Disruption Fears Trigger Software Stock Rout, With Salesforce in the Crosshairs

Wall Street's once-bullish narrative on software faces a sharp reversal as AI advancements spark fears of obsolescence, wiping billions from the sector and putting giants like Salesforce under intense scrutiny ahead of key earnings.

Feb 5, 2026

Business

Home Depot Streamlines Corporate Staff, Doubles Down on Tech and Outdoor Growth

The home improvement giant is cutting hundreds of corporate jobs and mandating full-time office work, even as it expands its offerings with new AI tools for contractors and positions itself as a key retailer for emerging robotic lawn mower technology.

Feb 5, 2026