Off-Price Sector

Business

Lumentum Shares Surge 8% Ahead of Earnings, Fueled by Analyst Optimism on AI Networking Demand

Lumentum Holdings Inc. saw its stock price climb over 8% on Monday, extending recent gains as investors positioned themselves ahead of quarterly results. The rally was supported by a series of bullish price target upgrades from major Wall Street firms, citing the company's exposure to the infrastructure needs of agentic AI and advanced reasoning networks.

Feb 3, 2026

Business

Corning Shares Surge on Rare Earths Stockpile Project, Meta Deal Momentum

Corning Inc. (GLW) stock jumped nearly 7% Monday, fueled by investor optimism over its participation in a major federal rare earths initiative and a recent multi-billion dollar supply agreement with Meta Platforms.

Feb 3, 2026

Business

Nvidia's $100 Billion Question: CEO Huang Tempers Expectations as AI Capex Scrutiny Intensifies

Nvidia's stratospheric valuation faces a reality check as CEO Jensen Huang downplays speculation of a $100B OpenAI investment. The chipmaker's role as the indispensable 'tollbooth' for AI infrastructure is under the microscope, with markets demanding tangible growth catalysts beyond sentiment.

Feb 3, 2026

Business

Imdex Delivers Stellar 118% Total Return to Shareholders Over Five Years, Outpacing Broader Market

While the ASX has seen modest gains, mining technology specialist Imdex has rewarded its investors with a total shareholder return of 118% since 2019. Recent performance suggests accelerating momentum, though analysts urge a closer look at underlying fundamentals.

Feb 3, 2026

World

Europe's Minimum Wage Divide: A Stark Contrast Between East and West as 2026 Begins

As millions of European workers await pay adjustments, new data reveals a continent deeply divided on minimum wage levels. While Western nations lead in nominal terms, purchasing power parity tells a more nuanced story of living standards across the EU and candidate countries.

Feb 3, 2026

Business

Digital Realty Makes Strategic Entry into Malaysia with Cyberjaya Data Center Acquisition

Global data center giant Digital Realty Trust has finalized a deal to acquire the TelcoHub 1 facility in Cyberjaya, marking its formal entry into the Malaysian market and signaling a major expansion of its Southeast Asian footprint.

Feb 3, 2026

Business

Iron Mountain (IRM) Gains Analyst Favor as Storage, Data Centers, and IT Asset Business Drive Growth

Barclays raises price target on Iron Mountain, citing strength in storage, rentals, and its expanding IT asset lifecycle unit. The firm's data center leasing and cost restructuring are also seen as key catalysts for 2026.

Feb 3, 2026

Business

Bank of America Bullish on Celestica, Initiates Coverage with $400 Price Target

Bank of America has initiated coverage on electronics manufacturing services provider Celestica with a 'Buy' rating, citing the company's strategic position to capitalize on the AI data center infrastructure boom. The firm set a price target of $400, forecasting strong growth driven by custom server and networking switch demand.

Feb 3, 2026

Business

Bank of America Taps Credo Technology as Key Long-Term Play in AI Infrastructure Boom

Analysts highlight Credo Technology Group (CRDO) as a core beneficiary of soaring cloud and AI data center spending, with revenue projected to nearly triple in FY2026 amid industry-wide capex surge.

Feb 3, 2026

Business

Broadcom Emerges as a Top Compute Play as AI Demand Reshapes Semiconductor Landscape

Bank of America highlights Broadcom alongside Nvidia and AMD as a leading compute stock, fueled by robust AI infrastructure spending and compelling valuations, with Wells Fargo and Bernstein also raising targets.

Feb 3, 2026

Business

Microsoft Doubles Down on AI Independence with Maia 200 Chip and Software Push

Microsoft launches its second-generation Maia AI processor and new software tools, challenging Nvidia's dominance and aiming to reduce reliance on external suppliers for its booming cloud AI services.

Feb 3, 2026

World

India and U.S. Strike Trade Deal, New Delhi Commits to Major Purchases of Energy, Defense Equipment, and Aircraft

In a move to rebalance bilateral trade, India has agreed to significant purchases of U.S. goods including petroleum, defense systems, and commercial aircraft under a newly announced agreement, a senior official confirmed.

Feb 3, 2026

Business

Insiders Bet on Europe's Hidden Gems: Three Undervalued Small Caps Poised for Growth

Amidst a cautiously optimistic European market, corporate insiders are placing their own capital behind select small-cap companies. We examine three firms where recent insider buying aligns with strong fundamentals and growth forecasts, offering a potential roadmap for value-seeking investors.

Feb 3, 2026

Business

Bargain Hunting in Europe: Three Undervalued Stocks Poised for Growth Amid Economic Recovery

As the Eurozone economy shows signs of steady, if modest, recovery, investors are scanning the market for hidden gems. We spotlight three European companies—spanning construction, advanced tech, and energy services—that appear to be trading significantly below their estimated intrinsic value, offering potential opportunities for value-oriented portfolios.

Feb 3, 2026

Business

IonQ Leads in Quantum Accuracy, But Is It the Smart Bet for Investors?

While IonQ boasts a key technical advantage in quantum computing error rates, the long road to commercial viability and fierce competition from tech giants cast doubt on its status as the definitive investment choice.

Feb 3, 2026

Business

RBA Reverses Course, Lifts Cash Rate to 3.85% Amid Stubborn Inflation

In a move that caught some off guard, the Reserve Bank of Australia has raised interest rates for the first time since late 2023, pushing the cash rate to 3.85%. The decision follows a recent uptick in inflation and signals a renewed battle to cool the economy.

Feb 3, 2026

Business

Beyond the Blue Chips: Uncovering Europe's Small-Cap Opportunities Amid Economic Recovery

As the Eurozone economy shows signs of steady recovery, investors are looking past major indexes to find value in resilient small-cap companies with strong fundamentals and growth potential.

Feb 3, 2026

Business

Seeking Stability: Top European Dividend Picks for February 2026 Amid Economic Recovery

As the Eurozone economy shows signs of steady, if modest, growth, income-focused investors are turning to dividend stocks for reliable returns. We analyze three standout European companies offering attractive yields and resilient business models in the current climate.

Feb 3, 2026

Business

From Theory to Trading Floor: Tokenized Stocks, Gold, and Treasuries Enter the Mainstream

Once a futuristic concept, asset tokenization is now a tangible reality. Major platforms are integrating tokenized versions of traditional assets like U.S. stocks, gold, and Treasury bonds, blurring the lines between crypto and conventional finance and enabling 24/7 trading.

Feb 3, 2026

Business

OUTsurance Group Delivers Stellar 444% Total Return to Shareholders Over Five Years

South African insurer OUTsurance Group has rewarded long-term investors with a remarkable total shareholder return of 444% over the past five years, significantly outperforming its share price growth, driven by strong earnings and consistent dividends.

Feb 3, 2026