Model X

Business

DaVita Surpasses Profitability Target for Integrated Kidney Care, Outlines Aggressive 2026 Growth Plan

DaVita Inc. reported a milestone first profitable year for its Integrated Kidney Care (IKC) division, beating its own 2026 target. The kidney care giant provided robust 2026 guidance, forecasting 33% adjusted EPS growth, fueled by clinical initiatives and strategic partnerships aimed at reducing patient mortality and hospitalization rates.

Feb 3, 2026

Business

Capital One Shares Surge as Diamond Hill Flags Strong Performance Amid Cautious Market Outlook

Diamond Hill Capital's latest investor letter reveals the Large Cap Fund's Q4 2025 results, highlighting Capital One Financial as a key performer despite the fund's overall cautious stance on AI-fueled market rallies.

Feb 3, 2026

Business

Seeking Stability in 2026: High-Yield Nasdaq 100 Stocks Emerge as Defensive Plays for Retirement Portfolios

As economic forecasts shift, five established Nasdaq 100 companies offering substantial dividends are drawing attention from investors prioritizing income and capital preservation for the coming years.

Feb 3, 2026

Business

Uber Returns to Macau, Betting on Cross-Border Premium Rides to Fuel Growth

Uber has relaunched its ride-hailing services in Macau after a multi-year hiatus, introducing a key cross-border limousine link to Hong Kong. The move tests the company's strategy in a competitive Greater China-linked market and its push into higher-margin services.

Feb 3, 2026

Business

DNOW's Stock Surge Sparks Debate: Undervalued Gem or Overheated Momentum Play?

Shares of energy and industrial distributor DNOW Inc. have rallied sharply, gaining over 16% year-to-date. With the stock closing at $15.56, analysts and investors are divided: does a reported intrinsic value of $17 signal a buying opportunity, or do premium earnings multiples and sector headwinds suggest caution?

Feb 3, 2026

Business

Rio Tinto's Meteoric Rise: Is the Mining Giant Still a Bargain After a 49% Surge?

Rio Tinto shares have delivered stellar returns over the past year, but a deep dive into valuation metrics suggests the market may still be underestimating the diversified miner's intrinsic value. We analyze the numbers behind the rally.

Feb 3, 2026

Business

TowneBank Bolsters Board with Legal Veteran Richard Cullen, Sparking Fresh Scrutiny on Valuation

The appointment of former Virginia Attorney General Richard Cullen to TowneBank's board has shifted investor focus to the regional lender's governance and premium valuation. While recent financial performance shows strength, analysts debate whether the stock's current price fully reflects its growth prospects and regional risks.

Feb 3, 2026

Business

Tecnoglass at a Crossroads: Deep Value Play or Value Trap After Steep Decline?

Tecnoglass shares have tumbled 35% over the past year, creating a stark divergence between its long-term outperformance and recent weakness. This analysis delves into conflicting valuation signals and the market's reassessment of the architectural glass manufacturer's prospects.

Feb 3, 2026

Business

Alberta Poised to Launch Competitive iGaming Market, Following Ontario's Lead

Alberta is on the verge of transforming its online gambling landscape by opening the door to private operators, aiming to capture revenue from a thriving grey market and become Canada's second province with a competitive, regulated iGaming sector.

Feb 3, 2026

Business

Retail Investors Hold Majority Stake in The Smarter Web Company, Outpacing Institutional Ownership

A significant 58% of The Smarter Web Company Plc (LON:SWC) is owned by retail investors, giving them substantial influence over corporate decisions, while institutional holdings stand at a modest 13%, according to a recent ownership analysis.

Feb 3, 2026

Business

Palantir's January Slump: Valuation Fears Give Way to Earnings Relief

After a steep 18% drop in January, Palantir Technologies shares rebounded sharply on the back of a strong quarterly report, highlighting the intense scrutiny facing high-flying AI stocks.

Feb 3, 2026

Business

DeFi's Resilience Tested: Total Value Locked Holds Firm Amid Crypto Market Rout

While major cryptocurrencies plummet to multi-year lows, the total value locked in decentralized finance protocols has shown remarkable stability, suggesting a maturing sector and continued investor commitment to yield generation.

Feb 3, 2026

Business

Sysco Stock Slips as Restaurant Sector Headwinds Dampen Investor Appetite

Despite a strong quarterly market rally led by tech, Diamond Hill Capital's Large Cap Fund underperformed, citing caution on AI hype. Food distribution giant Sysco was a notable laggard in the fund's portfolio, with analysts pointing to broader concerns over consumer spending and the restaurant industry's outlook.

Feb 3, 2026

Business

Diamond Hill Bets on Vision Care Giant Cooper Companies Amid Market Volatility

Diamond Hill Capital's Large Cap Fund added medical device maker Cooper Companies (COO) to its portfolio in Q4 2025, positioning for long-term growth in the resilient contact lens and women's health sectors despite recent stock weakness.

Feb 3, 2026

Business

Institutional Investors Hold the Reins: An 83% Stake in Eaton Corp Puts Stock Price at Their Mercy

A staggering 83% ownership of Eaton Corporation by institutional investors creates a landscape of concentrated power, where major fund moves could dictate the stock's volatility and future trajectory.

Feb 3, 2026

Business

F45 Training Settles Investor Lawsuit Over Alleged IPO Misrepresentations

The Austin-based fitness franchisor, backed by actor Mark Wahlberg, has reached a settlement in a class-action lawsuit. Shareholders alleged the company inflated its growth prospects prior to its 2021 public listing, which was followed by a steep decline in value and its removal from the NYSE.

Feb 3, 2026

Business

Analysts Boost Allstate Outlook as Catastrophe Losses Recede, Earnings Picture Brightens

Allstate (NYSE: ALL) sees renewed analyst confidence with multiple price target increases, driven by a significant drop in catastrophe losses and improved reinsurance costs. The insurer's financial resilience is in focus ahead of its Q4 2025 earnings call.

Feb 3, 2026

Business

Berkshire Hathaway's Market Lag Tests Wall Street's Faith in Buffett's Empire

While the S&P 500 has surged, Berkshire Hathaway shares have treaded water, prompting a nuanced debate among analysts about the conglomerate's future in a tech-driven market.

Feb 3, 2026

Business

Binance Bolsters Wallet Security Amid Surging Web3 Scams, Launches Proactive 'Security Center'

As phishing attacks hit record highs, Binance Wallet unveils a new Security Center feature designed to preempt common user errors and malicious approvals, aiming to bridge the critical gap between self-custody freedom and safety for its growing user base.

Feb 3, 2026

Business

The AI Imperative: How Artificial Intelligence is Reshaping the Corner Office and Forcing a Leadership Reckoning

As artificial intelligence transforms every sector, CEOs are under unprecedented pressure to demonstrate fluency and generate returns. This new mandate is shortening tenures, favoring a younger, more adaptable generation of leaders, and redefining the very skills required to steer a modern enterprise.

Feb 3, 2026