nasdaq index

Business

Oxford Lane Capital Cuts Payout Amid Market Turbulence, NAV Takes a Hit

Oxford Lane Capital (OXLC) reported a challenging third fiscal quarter, marked by a significant drop in net asset value and investment income, prompting management to reduce its monthly distribution. The firm cited volatile conditions in the CLO and leveraged loan markets as key headwinds, while outlining a strategy to preserve capital for opportunistic investments.

Jan 30, 2026

Business

Giverny Capital Exits Align Technology, Citing AI Stock Shift and Market Dynamics

Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.

Jan 30, 2026

Business

Workday's Steep Slide: A Value Bet or Value Trap for Investors?

As the S&P 500 notches another year of robust gains, the concentrated nature of the rally has left some high-flying tech names like Workday in the dust. Hotchkis & Wiley's latest investor letter reveals the HR software giant was a significant drag on its value fund in Q4 2025, with shares down over 33% in a year. Against a backdrop of stretched market valuations, we examine whether this sell-off presents a compelling entry point or signals deeper troubles.

Jan 30, 2026

Business

F5 Shares Slide After Confirmation of Security Breach, Highlighted as Top Detractor in Hotchkis & Wiley Fund Letter

F5, Inc. (FFIV) faced selling pressure following a confirmed cybersecurity incident, as revealed in Hotchkis & Wiley's Q4 2025 investor letter. The fund cited the breach as a key factor in the stock's underperformance, despite the company reporting a 7% year-over-year revenue increase.

Jan 30, 2026

Business

Fiserv Shares Tumble as Hotchkis & Wiley Fund Flags Payment Giant as a Top Detractor

The Hotchkis & Wiley Large Cap Disciplined Value Fund identified financial technology leader Fiserv as a significant underperformer in its Q4 2025 letter, amid a broader market rally driven by tech. The fund's critique comes as Fiserv shares have shed over 70% of their value in the past year.

Jan 30, 2026

Business

Greenlight Capital Bets on Henry Schein, Sees Room for Margin Expansion and Value Creation

In its Q4 2025 letter, Greenlight Capital revealed a new position in dental distributor Henry Schein (HSIC), arguing the stock presents an opportunity for operational improvement and shareholder returns, despite recent underperformance.

Jan 30, 2026

Business

Greenlight Capital Exits Brighthouse Financial Stake, Citing 'Challenging Situation' Resolution

David Einhorn's Greenlight Capital has closed its position in insurer Brighthouse Financial following a sale agreement, detailing the move in its latest investor letter. The hedge fund reported solid quarterly returns but continues to trail the broader market.

Jan 30, 2026

Business

Helport AI's ROE Lags Behind Industry Peers: A Sign of Trouble or Hidden Potential?

Helport AI Limited (NASDAQ:HPAI) reports an 11% Return on Equity, notably below the software industry average. While low leverage offers some comfort, analysts are divided on whether this signals a cautious growth strategy or a fundamental performance gap.

Jan 30, 2026

Business

UBS Initiates Coverage on Zai Lab with Buy Rating, Touts Global Ambitions Beyond China

Swiss banking giant UBS has initiated coverage on Zai Lab Limited (NASDAQ: ZLAB) with a bullish 'Buy' rating and a $35 price target, highlighting the biopharma firm's strategic pivot from a China-focused player to a burgeoning global innovation platform with a promising proprietary pipeline.

Jan 30, 2026

Business

GCM Grosvenor's Valuation Puzzle: Choppy Trading Meets Long-Term Growth Narrative

As GCM Grosvenor's (NASDAQ: GCMG) share price exhibits volatile trading near $11.31, a significant gap emerges between its current market price and analyst fair value estimates. Investors are weighing cooling short-term momentum against a long-term growth story built on recurring fees and scaled operations.

Jan 30, 2026

Business

Meta Stock Surges Over 10% as Analysts Boost Price Target, Citing AI Leadership

Shares of Meta Platforms soared Thursday, fueled by a significant price target upgrade from BofA Securities. The rally comes despite the company reporting a slight dip in full-year profit, as investors focus on strong revenue growth and the company's positioning in the artificial intelligence race.

Jan 30, 2026

Business

Beyond the Headlines: Three Middle Eastern Equities Defying Geopolitical Gloom

While regional tensions weigh on Gulf bourses, a closer look reveals resilient companies with strong fundamentals poised for growth. We analyze three under-the-radar stocks from Turkey, Saudi Arabia, and Israel that are navigating the volatility.

Jan 30, 2026

Business

Asian Markets Retreat as Wall Street's Wild Ride Casts a Shadow

Asian equities broadly declined on Friday, taking cues from a volatile U.S. session marked by a historic plunge in Microsoft shares. The sell-off extended to commodities, with oil and precious metals also losing ground.

Jan 30, 2026

Business

Markets on Edge: Bitcoin Plunges 7%, Stocks Mixed as Trump Teases Fed Pick and Shutdown Deal

Asian markets opened to a volatile session Friday, with Bitcoin leading a sharp crypto sell-off and stocks swinging as traders weighed President Trump's signals on a key Fed nomination and a deal to avert a government shutdown.

Jan 30, 2026

Business

Gold's Resilience, Bitcoin's Stumble: A Stress Test for 'Digital Gold'

In a turbulent session driven by geopolitical fears, gold staged a historic V-shaped recovery while Bitcoin languished, raising fresh questions about the cryptocurrency's viability as a modern safe haven.

Jan 30, 2026

Business

SanDisk Soars 143% in January as AI Boom Fuels Memory Supply Crunch

The NAND flash memory specialist's stock skyrocketed last month, propelled by surging prices and blockbuster earnings that smashed Wall Street estimates, highlighting its pivotal role in the AI infrastructure build-out.

Feb 3, 2026

Business

Iridium's Strategic Edge: Why This Satellite Network Is Gaining Attention in Defense and Investment Circles

Beyond its commercial applications, Iridium Communications Inc.'s (IRDM) resilient satellite constellation is being viewed as a critical asset for modern defense architectures, driving renewed investor interest despite recent stock volatility.

Feb 3, 2026

Business

Lumentum's AI Pivot Fuels Growth, But Valuation Questions Loom

Lumentum Holdings Inc. has transformed from a consumer electronics supplier into a key player in AI infrastructure, driving a V-shaped recovery. While surging demand for high-speed optical modules paints a bullish picture, its premium valuation demands scrutiny.

Feb 3, 2026

Business

LendingClub's Hybrid Model: A Bullish Bet on Fintech's Evolution

LendingClub Corporation (NYSE: LC), having transformed into a hybrid digital bank and marketplace, is drawing investor attention for its dual revenue streams and strategic pivot post-Radius Bank acquisition. With shares trading around $16.44 and a forward P/E of 9.64, bulls argue its unique structure positions it for steadier growth in a volatile market.

Feb 3, 2026

Business

ACADIA Pharmaceuticals: A Deep Value Play or a Value Trap?

After a significant rebound, ACADIA Pharmaceuticals (ACAD) shares present a conundrum for investors. While a discounted cash flow model suggests deep undervaluation, the stock's volatile history and mixed performance metrics demand a closer look at the underlying narrative.

Feb 3, 2026