Michael Fiddelke

Business

Hess Midstream's Strategic Pivot: Strong Earnings and Higher Payouts Spark Valuation Debate

Following robust Q4 2025 results, Hess Midstream (HESM) is capturing investor interest with increased distributions and a leaner capital expenditure outlook. This financial discipline, set against a volatile energy backdrop, has analysts scrutinizing whether the stock's current price fully reflects its future potential.

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

O'Reilly Automotive's Stellar Run: Is the Auto Parts Giant Now Overvalued?

O'Reilly Automotive shares have delivered impressive multi-year gains, but a deep dive into valuation metrics suggests the stock may now be trading at a significant premium. We analyze the numbers and what they mean for investors considering a position.

Feb 2, 2026

Business

Terrestrial Energy Secures U.S. DOE Backing for Pioneering Nuclear Fuel Pilot Project

Terrestrial Energy has entered into an Other Transaction Authority agreement with the U.S. Department of Energy for Project TEFLA, a pivotal initiative to demonstrate and integrate its proprietary IMSR Fuel Salt production into the domestic nuclear supply chain.

Feb 2, 2026

Business

CACI International's Stock Surge: Is the Defense Contractor Still Undervalued?

Shares of government IT specialist CACI International have climbed sharply in recent months, closing at $620.58 and prompting investors to reassess its valuation amid strong defense sector tailwinds. Analysts point to a potential fair value gap, but risks from budget and competitive pressures loom.

Feb 2, 2026

Business

PPG Industries Surges on Strong 2025 Finish and Bullish Outlook, But Is the Rally Sustainable?

PPG Industries' stock has climbed over 20% this quarter following robust 2025 results and an upgraded 2026 earnings forecast. While analysts cheer the company's strategic execution, questions linger about valuation and macroeconomic headwinds.

Feb 2, 2026

Business

Analysts Revise Coveo Solutions Outlook: What's Behind the Shift in Sentiment?

Coveo Solutions (TSX:CVO) is back in the spotlight following a series of analyst price target revisions. While specific figures remain undisclosed, the collective move signals a reassessment of the AI-powered search company's growth trajectory amid evolving market conditions.

Feb 2, 2026

Business

Treasury Report: U.S. Economy Shows Resilient Growth, Cooling Inflation as 2026 Begins

A new Treasury Department assessment paints a picture of an economy entering the new year with sustained momentum, driven by business investment and consumer spending, while key inflation metrics show continued moderation.

Feb 2, 2026

Business

NXP Semiconductors Beats Q4 Revenue Forecasts, Signals Inventory Recovery Amid Strategic Shift

NXP Semiconductors outperformed Wall Street expectations in its fourth quarter, posting $3.34 billion in revenue and providing optimistic guidance. The chipmaker highlighted improving inventory levels and strategic gains in automotive and edge AI sectors, though shares dipped post-announcement.

Feb 2, 2026

Business

Sugar Prices Sink to Multi-Year Lows as Global Glut Deepens

Sugar futures extended their sharp decline this week, with prices in New York hitting a 2.5-month low and London white sugar touching a five-year trough, pressured by forecasts of abundant global supplies from top producers Brazil, India, and Thailand.

Feb 2, 2026

Business

Arabica Edges Higher Amid Technical Rebound, While Robusta Hits Four-Week Low

Coffee markets diverged on Monday as arabica futures found modest support from technical buying, but robusta prices slumped to a four-week low. The mixed performance comes amid favorable rains in Brazil boosting yield prospects, while surging Vietnamese exports pressure the robusta market.

Feb 2, 2026

Business

Cracking the Cost: A Century of Egg Prices and Why Your Breakfast Is Getting Pricier

From under a dollar to over three, the price of a dozen eggs tells a story of inflation, disease, and changing agriculture. We break down the real cost by decade and explore what's driving your grocery bill higher.

Feb 2, 2026

Business

Ripple Executes $1.63 Billion XRP Unlock, Sparking Market Scrutiny Over Price Impact

Ripple has released 1 billion XRP tokens from escrow, valued at approximately $1.63 billion, as part of its scheduled monthly treasury management. While a portion has been re-locked, $500 million worth is earmarked for potential company operations this month, raising questions about market absorption amid a broader crypto downturn.

Feb 2, 2026

Business

Waymo Secures $16 Billion, Valuation Soars to $126 Billion in Major Autonomous Driving Bet

Alphabet's self-driving subsidiary Waymo has closed a massive $16 billion funding round, catapulting its valuation to $126 billion and signaling robust investor confidence in the future of autonomous vehicles.

Feb 2, 2026

Business

DaVita Shares Surge as Strong Dialysis Demand Fuels Optimistic 2026 Outlook

DaVita Inc. shares soared after the kidney care provider posted robust fourth-quarter results and issued a 2026 profit forecast that significantly exceeded Wall Street expectations, signaling resilience against cost pressures and past operational challenges.

Feb 2, 2026

Business

Palantir Soars on Stellar U.S. Growth, Defying Broader Market Skepticism

The data analytics firm smashed fourth-quarter estimates, fueled by a near-doubling of its U.S. revenue. While bullish forecasts signal confidence in its AI-driven future, analysts point to persistent challenges in government contracting and investor relations.

Feb 2, 2026

Business

Beyond the Chatbot: Veteran Analyst Pivots AI Investment Thesis to Physical World, Backs Tesla and Nvidia

As Wall Street remains fixated on software-based AI, a leading tech analyst argues the next trillion-dollar opportunity lies in 'physical AI'—machines that see, move, and act. Dan Ives of Wedbush singles out Tesla and Nvidia as the indispensable architects of this new industrial revolution.

Feb 2, 2026

Business

Institutional Investors Hold Sway Over Nanosonics with 72% Stake

A dominant institutional ownership of Nanosonics Limited brings both stability risks and concentrated power dynamics, as analysts weigh the stock's future trajectory in the infection prevention market.

Feb 2, 2026

Business

Alphabet's Q4 Earnings: Can the Tech Giant Extend Its Record Rally?

As Alphabet prepares to report its fourth-quarter results, traders are bracing for significant stock movement. The focus is on whether strong performance in cloud and AI can justify its recent surge and sustain momentum amid heightened investor scrutiny.

Feb 2, 2026

Business

Survey Reveals Lingering Cash Safety Fears Among CFOs, Despite Post-SVB Reforms

A new report finds corporate treasurers remain deeply concerned about deposit security, with most businesses holding funds far above FDIC insurance limits and vulnerable to operational shutdowns if a primary bank fails.

Feb 2, 2026