Offshore Wind

Business

Designer Brands Joins Early 2026 Retail Layoffs, Citing Need for Agility Amid Sector-Wide Restructuring

Designer Brands Inc., parent company of DSW and several footwear labels, has confirmed a new round of layoffs as part of an organizational restructuring. The move follows a trend of job cuts across the fashion and retail sector, driven by efforts to streamline operations and adapt to shifting market dynamics.

Feb 3, 2026

Business

Jacobs Solutions Surpasses Q4 Estimates on Strong Infrastructure and Digital Consulting Demand

Jacobs Solutions (NYSE: J) reported robust fourth-quarter results for CY2025, with revenue climbing 12.3% year-over-year to $3.29 billion, exceeding analyst forecasts. Adjusted earnings per share also beat expectations, driven by strength in key sectors.

Feb 3, 2026

Business

BTIG Taps Dynex Capital as Prime Beneficiary of New Mortgage Policy, Sees 8% NAV Boost

Analysts at BTIG identify mortgage REIT Dynex Capital as a top pick to capitalize on a federal directive for GSEs to purchase up to $200 billion in mortgage-backed securities, a move expected to compress spreads and lift valuations.

Feb 3, 2026

Business

Cantor Fitzgerald Sees Brighter Horizon for REITs in 2026, Highlights LTC's Strategic Shift

Amid a challenging 2025, Cantor Fitzgerald forecasts a more constructive environment for equity REITs next year. LTC Properties, a key player in senior housing, underscores this shift with a major acquisition and a strategic pivot towards its operating portfolio.

Feb 3, 2026

Business

H&R Block Beats Q4 Revenue Forecasts, But Long-Term Growth Questions Linger

The tax preparation giant reported stronger-than-expected fourth-quarter sales, driven by its core services. However, analysts point to slowing demand trends and a challenging road ahead for the seasonal business.

Feb 3, 2026

Business

Barclays Bets on Apple Hospitality REIT with Overweight Rating, Defying Sector Skepticism

Barclays has initiated coverage on Apple Hospitality REIT (NYSE:APLE) with an Overweight rating and a $14 price target, positioning the hotel-focused trust as a standout in a sector often viewed by investors as a short-term play rather than a source of durable returns.

Feb 3, 2026

Business

Healthpeak Properties Gains Analyst Spotlight as Portfolio Shifts and Senior Housing Spinoff Takes Shape

Goldman Sachs initiates coverage on Healthpeak Properties (DOC) with a neutral stance, highlighting improving occupancy trends and cash flow visibility in its senior housing segment, while the REIT moves forward with plans to spin off its senior housing assets into a new public entity.

Feb 3, 2026

Business

Michael Burry Bets on a GameStop Comeback, Defying Meme-Stock Skepticism

Famed 'Big Short' investor Michael Burry has taken a significant long position in GameStop, praising CEO Ryan Cohen's leadership while simultaneously hedging with bearish bets on tech giants Palantir and Nvidia. The move has reignited debate over the retailer's future and the influence of contrarian investors in volatile markets.

Feb 3, 2026

Business

AMD's AI Ambitions Face Reality Check as Revenue Forecast Dips, Shares Slide

Despite a surprise $100 million boost from AI chip sales to China, Advanced Micro Devices (AMD) forecast a sequential revenue decline for Q1, sending its shares tumbling and raising questions about its capacity to challenge Nvidia's dominance in the red-hot AI hardware market.

Feb 3, 2026

Business

Enphase Energy Beats Q4 Revenue Estimates, Stock Jumps on Stronger-Than-Expected Outlook

Enphase Energy (ENPH) reported fourth-quarter revenue that surpassed Wall Street forecasts, though sales declined year-over-year. The company's upbeat guidance for the current quarter sent its shares sharply higher, signaling potential stabilization after a prolonged downturn.

Feb 3, 2026

Business

Take-Two Lifts Financial Outlook on Robust Game Sales, Eyes Record Year Ahead of GTA VI Launch

Take-Two Interactive has raised its annual bookings forecast, fueled by strong performance across its portfolio of premium and mobile games. The company remains on track for the November release of 'Grand Theft Auto VI,' which is poised to set a new financial benchmark for the publisher.

Feb 3, 2026

Business

Adobe Deepens Cognizant AI Alliance, Signaling Strategic Shift Amid Market Pressures

Adobe's expanded partnership with IT services giant Cognizant aims to embed its generative AI and experience platforms deeper into enterprise workflows. While not an immediate financial catalyst, the move underscores Adobe's pivot towards large-scale, services-driven deployments as it navigates heightened competition and growth concerns.

Feb 3, 2026

Business

EastGroup Properties: A Sunbelt REIT's Valuation Crossroads After Recent Gains

EastGroup Properties (EGP), a leading industrial REIT focused on the Sunbelt, has seen its shares climb to $180.44, delivering a solid one-year total return of 10.69%. This performance brings its valuation into sharp focus, with a narrative fair value estimate of $199.84 suggesting potential upside, yet a lofty P/E ratio of 38.7x signaling significant growth expectations priced in.

Feb 3, 2026

Business

Cameco's Valuation Under the Microscope: Is the Uranium Giant Still a Buy After Its Meteoric Rise?

Following a staggering multi-year rally and a recent pullback, investors are scrutinizing whether Cameco's current share price still offers value or if the market has already priced in its nuclear renaissance narrative.

Feb 3, 2026

Business

Kennametal's Steady Dividend Amid Growth Questions: A Test of Capital Allocation Discipline

As Kennametal prepares to report earnings, its reaffirmed quarterly dividend underscores financial stability. Yet, with shares having rallied sharply, investors are weighing whether the industrial toolmaker's modest growth outlook justifies its valuation and what its capital priorities truly are.

Feb 3, 2026

Business

Heartland Express Posts Steep Q4 Revenue Drop, Misses Estimates as Freight Slump Lingers

Truckload carrier Heartland Express reported a 26.1% year-over-year decline in fourth-quarter revenue, falling short of Wall Street forecasts. The company posted a non-GAAP loss per share, though the loss was narrower than analysts anticipated, as management points to internal restructuring for future gains.

Feb 3, 2026

Business

Zegna's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Ermenegildo Zegna's (ZGN) shares have dipped to $9.00, sparking debate among investors. While some see a luxury brand trading below its estimated fair value, others point to challenges in China and rich valuations as reasons for caution.

Feb 3, 2026

Business

Gallagher's Growth Story: Strong 2025 Results and Bullish 2026 Outlook Mask Valuation Conundrum

Insurance broker Arthur J. Gallagher posted robust 2025 earnings, fueled by revenue growth and strategic acquisitions, alongside an optimistic 2026 forecast. Yet, a significant year-long share price decline and a lofty P/E ratio present a complex picture for investors weighing its apparent undervaluation against market skepticism.

Feb 3, 2026

Business

New Era for Indian Motorcycle as Carolwood Takes the Reins, Vows "Built in America" Focus

Investment firm Carolwood LP has finalized its acquisition of a controlling stake in the iconic Indian Motorcycle brand from Polaris Industries. The move, coinciding with the company's 125th anniversary, installs industry veteran Mike Kennedy as CEO and promises a renewed emphasis on domestic manufacturing and brand independence.

Feb 3, 2026

US

Court Halts Noem's Bid to End Haitian Protections, Citing Her Own Inflammatory Rhetoric

A federal judge has blocked Homeland Security Secretary Kristi Noem's attempt to terminate Temporary Protected Status for approximately 350,000 Haitians, issuing a scathing opinion that directly rebutted her public characterization of immigrants as 'killers' and 'leeches.'

Feb 3, 2026