Mediterranean Shipping Company

Business

Union Pacific Revives $85 Billion Norfolk Southern Bid, Aims to Forge First Transcontinental Railroad

Union Pacific is preparing a revised application for its proposed $85 billion merger with Norfolk Southern after regulators rejected the initial filing over competition and information concerns. The deal, which would create the first coast-to-coast freight railroad in the U.S., faces intense scrutiny over its potential impact on shipping costs, labor, and market competition.

Feb 2, 2026

Business

Bargain Hunt: Three European Stocks Trading Below Their True Worth in February 2026

Amid a patchy market recovery, savvy investors are scouring Europe for hidden gems. We spotlight three companies—from shipping to sportswear—whose current share prices appear significantly discounted against their intrinsic value, presenting potential opportunities for long-term growth.

Feb 2, 2026

Business

Ocean Network Express Posts $88 Million Q3 Loss Amid Freight Market Downturn

The global container shipping giant Ocean Network Express reported a net loss for its third fiscal quarter, citing soft demand and declining freight rates, particularly on key Asia-U.S. and Asia-Europe routes. The carrier anticipates a gradual recovery in the coming months.

Jan 30, 2026

Business

Deere Bets Big on U.S. Soil: $20 Billion Manufacturing Shift Aims to Rewrite Its Future

Deere & Company is doubling down on American manufacturing with a new excavator plant and parts center, part of a broader $20 billion commitment. While the move strengthens its long-term industrial narrative, near-term challenges from leadership changes to cyclical market pressures remain in focus.

Jan 30, 2026

Business

Cavco Industries Navigates Hurricane Disruptions as Housing Demand Rebounds, Posts Solid Q2 Growth

Despite significant operational downtime from recent hurricanes, Cavco Industries reports a 12.3% year-over-year revenue increase to $507.5 million for Q2 FY2025, driven by a 15.7% jump in homes shipped. The company remains optimistic on market recovery and announces an additional $100 million share repurchase authorization.

Jan 30, 2026

Business

Gentex Navigates Tariff Headwinds to Deliver Strong Q4, Eyes Growth in Driver Monitoring and Dimmable Tech

Gentex Corporation (GNTX) reported a 19% surge in Q4 2025 revenue to $644.4 million, bolstered by its VOXX acquisition. While core auto-dimming mirror sales held steady, the company achieved a significant five-point outperformance in its primary markets and hit its highest gross margin target since 2021, showcasing resilience against tariff pressures and setting a confident growth trajectory for 2026.

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

Northern Oil & Gas: The Unconventional Energy Play Thriving on Volatility

Amid a turbulent energy market, Northern Oil & Gas (NOG) has carved out a distinct niche. By eschewing traditional operations for a data-driven, non-operated model, the company is turning industry headwinds into a structural advantage, according to a detailed analysis from Asymmetric Capital.

Feb 3, 2026

Business

Archer Aviation's 'Midnight' eVTOL Gains Altitude: Can Certification Unlock Urban Air Mobility?

As Archer Aviation advances toward FAA certification for its Midnight air taxi, bullish investors point to its strong liquidity and strategic partnerships. But with the company still pre-revenue and burning cash, the path to commercial launch by 2026 remains a high-stakes race against time and regulation.

Feb 3, 2026

Business

CoreWeave in the Crosshairs: Lawsuits and Nvidia's $2B Bet Collide in AI Infrastructure Drama

Cloud provider CoreWeave faces investor lawsuits over capacity claims just as Nvidia doubles down with a major investment, placing the company at the center of a high-stakes debate on AI infrastructure's future.

Feb 3, 2026

Business

Johnson Controls Stock Soars 62% in a Year: Is the Rally Justified or Overheated?

Shares of building technologies giant Johnson Controls International have surged over 60% in the past year, dramatically outperforming the broader market. As the stock hovers near $123, investors are grappling with a critical question: does the current price reflect the company's true value, or has momentum outpaced fundamentals? A deep dive into valuation metrics suggests caution may be warranted.

Feb 3, 2026

Business

JAG Berhad's Capital Efficiency Under Scrutiny as Returns Lag Industry Peers

The Malaysian commercial services firm JAG Berhad (KLSE:JAG) faces questions over its capital allocation strategy, with its Return on Capital Employed (ROCE) falling to 0.4%—significantly below the industry average. While the company has increased capital investment, the corresponding returns have not materialized, raising concerns among analysts about its long-term growth trajectory.

Feb 3, 2026

Business

SanDisk Shares Soar on AI Data Center Boom and Bullish Analyst Outlook

SanDisk stock surged over 15% as analysts point to the company's dominant position in supplying high-performance storage for the rapidly expanding AI infrastructure, leading to a dramatic rise in profits and a significantly upgraded price target.

Feb 3, 2026

Business

Disney's U.S. Parks Feel the Pinch as International Travel to America Slumps

Walt Disney Company reports 'headwinds' in foreign visitor numbers at its American resorts, mirroring a broader downturn in U.S. international tourism driven by geopolitical perceptions and shifting travel preferences.

Feb 3, 2026

Business

Panera Bread Shutters Franklin Dough Facility, 92 Jobs Cut as Chain Adopts New Baking Model

Panera Bread is closing its Franklin, Mass., fresh dough production plant next month, eliminating 92 positions, as the company shifts to a centralized 'bakery-operating model' that will change how bread is prepared in its restaurants nationwide.

Feb 3, 2026

Business

Hecla Mining's Meteoric 2025 Rally: Will Shareholders See a Dividend Windfall?

Hecla Mining's stock soared nearly 300% in 2025, fueled by surging silver and gold prices. While the company's financials have transformed, its dividend policy remains a point of contention for income-focused investors.

Feb 3, 2026

Business

MSC Industrial Direct: An Overlooked Industrial Distributor With a Durable Moat

Amidst a volatile market, MSC Industrial Direct (NYSE: MSM) presents a compelling case for value investors. With a legacy dating back to 1941 and a strategic foothold in the critical MRO sector, the company's disciplined capital allocation and resilient cash flows suggest underlying strength often missed by the broader market.

Feb 3, 2026

Business

NIO's Multi-Brand Push and Record Deliveries Fuel Optimism for Path to Profitability

Chinese EV maker NIO Inc. is hitting new operational highs, reporting record quarterly deliveries and improving margins as its multi-brand strategy gains traction. With a strengthened balance sheet and a global expansion underway, analysts debate whether the company is nearing a crucial inflection point.

Feb 3, 2026

Business

IHS Towers: A Deep-Value Play Emerges as Currency Headwinds Shift

IHS Holding Limited, a leading telecom tower operator in emerging markets, is seeing a dramatic reversal in its investment narrative. Long pressured by currency devaluations, the company now stands to benefit from FX tailwinds, operational improvements, and surging data demand, presenting a compelling bull case at a valuation far below peers.

Feb 3, 2026

Business

Eye Care Giant Alcon Poised for Growth as New Surgical Platform Rolls Out

A detailed analysis of Alcon Inc. (ALC) highlights the company's market leadership, margin expansion potential, and the upcoming catalyst of its UNITY surgical system, presenting a compelling bull case for the eye care specialist.

Feb 3, 2026