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Business

FedEx CEO Charts Cautious Path on Robotics, Bets Big on AI for Global Network

While aggressively deploying AI across its vast logistics network, FedEx is taking a measured, pilot-stage approach to warehouse automation and drones, CEO Raj Subramaniam tells The New York Times. The shipping giant, handling $2 trillion in global commerce, prioritizes scalable infrastructure over unproven robotics for its 17 million daily packages.

Feb 3, 2026

Business

Insulet's Omnipod Momentum: Can the Insulin Pump Leader Sustain Its Growth Trajectory?

Insulet Corporation (NASDAQ: PODD), the maker of the tubeless Omnipod insulin delivery system, is drawing investor attention with a potent mix of surging cash flow, market expansion, and a recurring revenue model. As the company capitalizes on recent regulatory wins and international growth, we examine the bull case and the risks ahead.

Feb 3, 2026

Business

Fortinet's Fortress: Strong Fundamentals and Recurring Revenue Fuel Bullish Outlook

Despite recent stock price volatility, cybersecurity leader Fortinet Inc. (FTNT) presents a compelling investment case, driven by its robust recurring revenue model, fortress balance sheet, and strategic pivot to high-growth areas like SASE and AI-powered security.

Feb 3, 2026

Business

Monolithic Power Systems Powers Ahead: Strong Balance Sheet and AI Tailwinds Fuel Bullish Outlook

Monolithic Power Systems (MPWR), a key player in power management semiconductors, is attracting investor attention with its robust financials, exposure to high-growth AI and automotive markets, and disciplined capital returns, despite trading at a premium valuation.

Feb 3, 2026

Business

DoorDash's Bull Case: Can Its Logistics Moat Sustain a Premium Valuation?

As DoorDash trades near $205, analysts debate whether its integrated logistics platform, likened to a modern utility, justifies its premium multiples amid expansion into groceries and international markets.

Feb 3, 2026

Business

Veeva Systems (VEEV): Navigating CRM Transition to Unlock AI-Driven Growth in Life Sciences

Despite recent stock pressure from its CRM platform migration, Veeva Systems' deep integration in life sciences workflows, robust financials, and expanding AI product suite present a compelling long-term investment case, analysts argue.

Feb 3, 2026

Business

NANO Nuclear Energy Inc. Gains Traction as Investors Eye Next-Gen Nuclear for AI and Electrification Boom

Amid surging power demands from AI and electrification, NANO Nuclear Energy Inc. (NNE) is attracting bullish investor attention. Analysts point to its microreactor technology as a potential solution for decentralized, high-density energy needs, drawing comparisons to infrastructure giant NextEra Energy's growth trajectory.

Feb 3, 2026

Business

Pool Corporation Weathers Housing Slump, Bulls Eye Long-Term Recovery

Despite near-term headwinds in the housing market, Pool Corporation (POOL) is showing signs of resilient fundamentals. With revenue growth turning positive and a robust balance sheet, analysts argue the pool supplies distributor is positioned for a rebound as macroeconomic conditions potentially improve.

Feb 3, 2026

US

White House Defends Proposed 250-Foot 'Independence Arch' Amid Skyline Concerns

The Trump administration pushes back against critics of a planned 250-foot monument overlooking the Potomac, championing it as a bold landmark for America's 250th anniversary.

Feb 3, 2026

US

Trump's Alfalfa Club Routine Draws Tepid Response From Typically Loyal Crowd

Former President Donald Trump's attempt at stand-up comedy during the elite Alfalfa Club dinner was met with notable silence and scattered applause, highlighting a rare moment of disconnect with a room of powerful allies and underscoring the enduring tensions within Washington's political and financial elite.

Feb 3, 2026

US

EU's Revised 2035 Climate Rules Could See Electric Vehicle Sales Drop to 50%, Advocacy Group Warns

Brussels-based clean transport group Transport & Environment warns that the European Commission's proposed easing of 2035 emissions targets may allow combustion-engine cars to make up half of new sales, marking a significant retreat from earlier climate ambitions.

Feb 3, 2026

Business

Apple Shatters Records with $143B Quarter, Yet AI Ambitions and Memory Costs Loom

Apple's historic Q1 earnings, fueled by unprecedented iPhone demand, sent its stock on a wild ride. While the results dazzled Wall Street, muted guidance on memory cost pressures and questions about its AI roadmap tempered the celebration.

Feb 3, 2026

Business

Devon Energy and Coterra Energy Forge $58 Billion Powerhouse, Reshaping U.S. Shale Landscape

A landmark all-stock merger between Devon Energy and Coterra Energy is set to create the nation's second-largest independent oil and gas producer, promising significant cost savings and enhanced shareholder returns in a consolidating energy market.

Feb 3, 2026

Business

Devon and Coterra Forge U.S. Shale Giant in $1B Synergy, $5B Buyback Deal

Devon Energy and Coterra Energy announce a strategic, all-stock merger to create a dominant multi-basin U.S. shale operator. The combined entity, centered on the prolific Delaware Basin, targets $1 billion in annual synergies and over $5 billion in shareholder returns, promising enhanced scale and capital efficiency.

Feb 3, 2026

Business

Alphabet's AI Hype Faces Valuation Test Ahead of Q4 Earnings

As Alphabet prepares to report its Q4 2025 results, investors are weighing whether its soaring stock price—fueled by Gemini AI integration and cloud growth—has already priced in future success, or if more runway remains.

Feb 3, 2026

Business

Apple's Record Quarter Fuels Investor Debate: Is the AI and iPhone Momentum Already Priced In?

Apple's stellar earnings, driven by robust iPhone demand and growth in key markets, have reignited investor optimism. Yet, a significant valuation gap persists, sparking debate on whether the stock's AI-driven future justifies its current premium.

Feb 3, 2026

Business

IonQ Bets on Vertical Integration with Foundry and Networking Acquisitions

Quantum computing firm IonQ moves to acquire semiconductor foundry SkyWater Technology and optical communications specialist Skyloom Global, aiming to create the industry's first vertically integrated quantum company and gain tighter control over its core technology stack.

Feb 3, 2026

Business

Another Forbes 30 Under 30 Star Faces Federal Fraud Charges: Fintech Founder Accused of Deceiving Investors

Gökçe Güven, CEO of rewards startup Kalder and a 2023 Forbes 30 Under 30 honoree, is charged with securities fraud, wire fraud, and visa fraud. Prosecutors allege she used falsified data to raise millions from investors.

Feb 3, 2026

Business

Gilead Sciences Bets on Precision Oncology to Power Next Growth Phase

Gilead Sciences, the biopharma giant known for its HIV treatments, is strategically pivoting to become a major player in cancer therapy. Through targeted licensing and a focus on precision oncology, the company aims to build a multi-billion dollar revenue stream by the end of the decade, reducing its reliance on mature franchises.

Feb 3, 2026

Business

Dollar General's Rural Resilience: A Bullish Outlook Amid Economic Uncertainty

Despite a recent rally, analysts argue Dollar General's defensive business model, deep rural footprint, and focus on essentials position it for steady, long-term growth as a haven for value-conscious investors.

Feb 3, 2026