On-Chain Data

Business

Alliance Resource Partners Posts Strong Q4, Sees Coal Demand Surge Amid Grid Reliability Concerns

Alliance Resource Partners (ARLP) reported robust fourth-quarter earnings, driven by cost discipline and a resilient coal market. The company provided optimistic 2026 guidance, citing strengthening demand from data centers, industrial growth, and recent winter storms that underscored coal's critical role in grid reliability.

Feb 2, 2026

Business

Analysts Revise Micron Outlook as AI and Memory Market Dynamics Reshape Valuation

Micron Technology's stock is under renewed scrutiny as analysts adjust price targets, reflecting a pivotal shift in how the memory chipmaker is perceived amidst evolving AI and data center demand. The reassessment underscores broader market recalibration for semiconductor players.

Feb 2, 2026

Business

Betting on the Big Game? Why Your Money Might Be Better Off in the Market

As sports betting handles hit record highs, data reveals a stark contrast: the average bettor consistently loses, while disciplined investing in instruments like index funds builds wealth over time.

Feb 2, 2026

Business

Piper Sandler Trims Price Target for Black Diamond Therapeutics Amid Model Review, Despite Recent Clinical Wins

Analyst Piper Sandler has lowered its price target on Black Diamond Therapeutics (BDTX) while maintaining an Overweight rating, following a broad review of its biotech coverage. The adjustment comes even as the company recently reported encouraging Phase 2 data for its lead oncology drug candidate.

Feb 2, 2026

Business

Korro Bio's KRRO-121 Emerges as Independent Value Driver, Sparking Analyst Upgrades

H.C. Wainwright and Chardan Capital upgrade Korro Bio (KRRO) to Buy, citing the independent potential of its RNA-editing asset KRRO-121 and strong preclinical data as key catalysts.

Feb 2, 2026

Business

William Blair Touts Rambus as a Leading Force in the Booming DRAM Market

Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.

Feb 2, 2026

Business

Palantir's AI Software Growth Exceeds 25% Annually, Phillip Securities Sees Major Upside with $208 Target

Phillip Securities initiates coverage of Palantir Technologies with a Buy rating, citing its AI software segment's robust growth and significant market expansion potential. A new partnership with Innodata aims to enhance Palantir's rodeo analysis platforms through advanced data services.

Feb 2, 2026

Business

Uber's Valuation Faces Near-Term Pressure Amid Autonomous Vehicle Uncertainty, BofA Says

BofA Securities has trimmed its price target for Uber Technologies, citing near-term uncertainties in the autonomous vehicle sector, even as the company launches a new internal data initiative aimed at accelerating AV development.

Feb 2, 2026

Business

ASML's 2026 Outlook: Memory Chip Demand Fuels Record Backlog and Growth Ambitions

Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.

Feb 2, 2026

Business

ADP's Shareholder Returns Outpace Earnings Growth, Raising Questions on Market Sentiment

While Automatic Data Processing (NASDAQ:ADP) has delivered solid earnings growth over five years, its share price appreciation has notably lagged the broader market. A deeper look reveals dividends have bolstered total returns, but recent underperformance highlights investor caution toward the payroll giant.

Feb 2, 2026

Business

Webber Wentzel and Blake Cassels & Graydon Dominate 2025 Mining M&A Legal Advisory Ranks

New data reveals a two-horse race in mining sector legal advisory, with Webber Wentzel leading by total deal value and Blake Cassels & Graydon topping the charts by number of transactions in a year marked by megadeals.

Feb 2, 2026

Business

FreightWaves-Ryder Report: Capacity Tightens as 2026 Logistics Landscape Takes Shape

The latest collaborative industry analysis from FreightWaves and Ryder details shifting dynamics in trucking, maritime, and intermodal sectors, offering a data-driven forecast for the pivotal first quarter of 2026.

Feb 2, 2026

World

UK Fuel Price Transparency Scheme Launches, Forcing Real-Time Updates to Curb 'Rocket and Feather' Pricing

A new mandatory scheme requires all UK fuel stations to report price changes within 30 minutes, with data fed to comparison apps. The government-backed initiative aims to boost competition and save households an estimated £40 annually.

Feb 2, 2026

Business

Oracle Bets Big on Cloud: Tech Giant Seeks $50 Billion to Fuel AI Infrastructure Race

Oracle announces plans to raise up to $50 billion in 2026 through debt and equity to massively expand its cloud data centers, aiming to meet surging demand from AI leaders like Nvidia, OpenAI, and xAI.

Feb 2, 2026

Business

Applied Digital Bets Big on AI Infrastructure with Hyperscale Leases and New 430MW Campus

Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.

Feb 2, 2026

Business

Apollo Bets Big on AI Infrastructure and Logistics, Signaling Strategic Pivot

Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.

Feb 2, 2026

Business

The AI Interview: How McKinsey and BCG Are Rewriting the Rules of the Case Study

Consulting giants McKinsey and BCG are integrating proprietary AI chatbots like Lilli and Casey into their famed interview processes, testing candidates on problem-solving with ambiguous, AI-generated data and shifting the skills required for the next generation of consultants.

Feb 2, 2026

Business

Delaware Defies the 'Dexit' Drama: Corporate Influx Surges Despite High-Profile Exodus

Despite vocal campaigns by Elon Musk and other tech leaders urging companies to abandon Delaware, new data reveals the state experienced a significant surge in corporate formations in 2025, solidifying its dominant position.

Feb 2, 2026

Business

BKV Seizes Majority Control of Texas Power Venture in $115M Deal, Betting on AI-Driven Energy Demand

U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.

Feb 2, 2026

Business

FDA Grants Breakthrough Status to Cogent Biosciences' GIST Combo Therapy, Accelerating Path to Market

Cogent Biosciences secures a key FDA Breakthrough Therapy Designation for its bezuclastinib-sunitinib combination in advanced GIST, following promising Phase 3 data that showed a halving of disease progression risk.

Feb 2, 2026