Market Volatility

Business

Analysts Bullish on Applied Materials as AI Spending Fuels Semiconductor Equipment Demand

A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.

Jan 31, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026

Business

Tether Posts Record $10B+ Profit in 2025, Bolstered by Massive Gold and Treasury Holdings

The stablecoin issuer finished 2025 with over $10 billion in net profit, backed by a $17.4 billion gold reserve and a U.S. Treasury portfolio that rivals major nations, as demand for its USDT token continues to surge globally.

Jan 31, 2026

Business

The AI Boom's Overlooked Crisis: Vertiv CEO Warns of Critical Cooling Bottleneck as Chip Power Soars

As Nvidia's Blackwell and Rubin chips push power densities to unprecedented levels, the $4 trillion AI revolution faces a formidable physical constraint: heat. Vertiv Holdings, a critical infrastructure provider, is emerging as an essential player in solving this thermal challenge, with surging demand signaling a major shift in data center economics.

Jan 31, 2026

Business

Dominion's Virginia Offshore Wind Project Costs Swell to $11.5 Billion Amid Tariffs, Legal Delays

The price tag for Dominion Energy's flagship Coastal Virginia Offshore Wind (CVOW) project has climbed by $300 million, reaching an estimated $11.5 billion. The utility cites new tariffs and a federal stop-work order as primary drivers for the latest cost overrun, even as construction resumes and the first power generation is imminent.

Jan 31, 2026

Business

Chevron Eyes Major Expansion of Venezuelan Oil Imports Following U.S. License Shift

Chevron CEO Mike Wirth signals the energy giant could significantly ramp up processing of Venezuelan crude at its U.S. refineries, following a pivotal Treasury Department license that eases trade restrictions with Caracas.

Jan 31, 2026

Business

Walmart Boosts Pharmacy Pay, Adds 3,000 Leadership Roles in Major Workforce Investment

In a significant move to bolster its healthcare services and retain staff, Walmart is creating thousands of new leadership positions and raising wages for pharmacy technicians across its U.S. stores.

Jan 31, 2026

Business

Trump's Crypto Empire: A Billion-Dollar Portfolio and Regulatory Shifts Under Scrutiny

A new report details how Donald Trump's family has amassed a vast cryptocurrency portfolio, coinciding with a regulatory pullback by the SEC and DOJ. The moves raise questions about conflicts of interest as a Trump-backed venture seeks federal banking approval.

Jan 31, 2026

Business

Andreessen Horowitz Partner Departs Following Pause of Flagship Diversity Initiative

Kofi Ampadu, the partner who led a16z's Talent x Opportunity fund, has left the firm months after the program was paused indefinitely, signaling a potential retreat from structured DEI efforts in venture capital.

Jan 31, 2026

Business

Imperial Oil Caps 2025 with Record Cash Flow and Major Dividend Hike, Weathers Operational Headwinds

Imperial Oil Ltd. reported robust fourth-quarter results, generating nearly $1.4 billion in free cash flow and announcing its largest-ever nominal dividend increase. Despite weather disruptions at its Kearl oil sands operation, the company highlighted record annual production and a disciplined capital return strategy that saw $4.6 billion returned to shareholders in 2025.

Jan 31, 2026

Business

ExxonMobil Charts Post-Transformation Course, Touts Record Returns and Tech-Driven Growth

ExxonMobil's 2025 year-end results underscore a reshaped corporate strategy, delivering record shareholder returns and production milestones in Guyana and the Permian, while advancing carbon capture and enterprise digitalization.

Jan 31, 2026

Business

Verizon Charts Turnaround Path After Frontier Deal, Vows to Tackle Churn and Boost Returns

Verizon outlined a sweeping operational overhaul on its Q4 2025 earnings call, spotlighting robust subscriber growth post-Frontier acquisition and a sharpened focus on customer retention. The telecom giant announced a massive $25 billion buyback program and committed to slashing costs by $5 billion, while addressing recent network reliability issues head-on.

Jan 31, 2026

Business

Coeur Mining Clears Final Hurdle, Set to Absorb New Gold in Major North American Metals Consolidation

Coeur Mining's acquisition of New Gold has received final court approval in British Columbia, marking a pivotal step toward creating a larger, diversified precious metals producer. The deal is poised to reshape the competitive landscape for mid-tier gold and silver miners in North America.

Jan 31, 2026

Business

Skanska Bolsters Nordic Green Portfolio with Major Oslo Redevelopment and New Contracts

Construction giant Skanska has secured a landmark joint venture for a central Oslo redevelopment with Entra, alongside new major contracts in Norway and Finland, reinforcing its strategic pivot towards complex, sustainability-focused projects in the region.

Jan 31, 2026

Business

Microchip Bolsters Automotive and Industrial Tech with New MCU and Touchscreen Controllers

Microchip Technology expands its embedded systems portfolio with the launch of the PIC32CM PL10 microcontroller family and an enhanced maXTouch M1 touchscreen line, targeting growing demand in automotive displays and industrial automation.

Jan 31, 2026

Business

TTM Technologies Secures Major $200M Raytheon Radar Deal, Fueling Valuation Debate

TTM Technologies (TTMI) has landed a significant multi-year agreement, valued at up to $200 million, to supply critical components for Raytheon's next-generation LTAMDS radar system. The deal arrives as the defense contractor's stock surges, reigniting discussions on whether its current valuation fully reflects future growth prospects and inherent risks.

Jan 31, 2026

Business

Stifel Financial Caps Record Year With Dividend Boost and Stock Split

Buoyed by all-time high revenue, Stifel Financial announces a dividend increase and a 3-for-2 stock split, signaling confidence after a period of robust advisor growth and institutional business recovery.

Jan 31, 2026

Business

Integra Resources' Florida Canyon Delivers Steady 2025 Output, But Investor Focus Shifts to DeLamar's Future

Integra Resources Corp. has reported its 2025 operational results from the Florida Canyon Mine, with annual production reaching 70,927 ounces of gold. While the figures confirm the mine's established scale, analysts suggest the real investment narrative hinges on the development of the larger DeLamar project and ongoing financial metrics.

Jan 31, 2026

Business

GoDaddy's Contradiction: Oversold Stock Meets Upgraded Earnings Forecasts

As GoDaddy shares tumble into oversold territory, a simultaneous rise in analyst earnings estimates presents investors with a complex puzzle. We examine the conflicting signals between technical charts and fundamental outlook.

Jan 31, 2026

Business

Trane Technologies Surges on Strong Q4 Beat and Bullish 2026 Outlook, But Valuation Questions Linger

Trane Technologies (TT) shares rallied after the climate solutions leader posted Q4 2025 results that topped estimates, buoyed by robust bookings and a record backlog. The company's confident guidance for 2026 has fueled investor optimism, though its premium valuation is drawing scrutiny.

Jan 31, 2026