On-Chain Metrics

Business

Ondas Secures Coveted Pentagon 'Blue List' Approval for Optimus Drone, Fueling Investor Debate on Valuation

Ondas Holdings' flagship Optimus drone system has received the Defense Contract Management Agency's critical 'Blue List' certification, clearing it for broader U.S. defense and national security deployment. The milestone has ignited a surge in the company's stock while prompting analysts to scrutinize its long-term path to converting regulatory approval into sustainable revenue.

Jan 30, 2026

Business

Bread Financial Caps 2025 with Strong Growth, Eyes Further Diversification and Tech Investment

Bread Financial (NYSE: BFH) delivered robust fourth-quarter and full-year 2025 results, meeting expectations through strategic partner expansions, improved credit health, and strengthened capital positioning. Management outlines a 2026 roadmap focused on sustainable growth, deposit mix optimization, and leveraging AI across operations.

Jan 30, 2026

Business

UPS Charts a New Course: 30,000 Job Cuts Signal Strategic Shift from Amazon Reliance

As UPS announces a major workforce reduction linked to its Amazon partnership, investors are weighing the logistics giant's strategic pivot against its hefty 6% dividend yield. The move underscores a broader industry recalibration for profitability in a changing delivery landscape.

Jan 30, 2026

Business

Xero's Share Price Slump: A Year of Pain for Investors Amidst Strong Fundamentals

While the broader ASX has climbed nearly 10% over the past year, shareholders of cloud accounting giant Xero have watched their holdings plummet by 47%. This stark divergence raises questions about market sentiment versus the company's underlying performance, which shows surprising resilience.

Jan 30, 2026

Business

Penguin Solutions Emerges from Rebrand: Undervalued AI Play or Overpriced Gamble?

Following its strategic rebrand from SMART Global Holdings, Penguin Solutions (PENG) is positioning itself at the forefront of AI and high-performance computing infrastructure. Yet, its stock tells a complex story of short-term volatility against long-term potential, raising questions about its true valuation in a heated market.

Jan 30, 2026

Business

Coty's Deep Discount: A Value Trap or a Beauty Stock Bargain?

Coty Inc.'s shares have tumbled nearly 60% over the past year, trading at a steep discount to industry peers. While a discounted cash flow model suggests significant undervaluation, the prolonged weakness raises questions about the cosmetics giant's turnaround narrative and whether the market is missing a hidden gem.

Jan 30, 2026

Business

MicroStrategy Doubles Down on Bitcoin Bet, Raising Investor Concerns Over Share Dilution

MicroStrategy has added nearly 3,000 Bitcoins to its corporate treasury, solidifying its lead as the largest public holder of the cryptocurrency. The purchase, funded by new stock sales, intensifies the debate over the company's valuation and the risks of its aggressive Bitcoin accumulation strategy.

Jan 30, 2026

Business

DBS Group Holdings Delivers Stellar 239% Total Return Over Five Years, Outpacing Share Price Surge

Investors who backed Singapore's DBS Group Holdings half a decade ago have seen their holdings more than triple, with dividends playing a key role in the impressive total shareholder return. The bank's transition to sustained profitability aligns with its market-beating performance.

Jan 30, 2026

Business

Las Vegas Sands Shares Plunge 14% as Macau's Profit Engine Slows

Despite beating earnings estimates, the casino giant's heavy reliance on Macau exposes investor anxieties over long-term regulatory pressures and shifting gambling dynamics in the key Asian market.

Jan 30, 2026

Business

SanDisk Soars on AI-Driven Demand, Signals Strategic Shift to Long-Term Contracts

SanDisk's fiscal Q2 2026 results smashed expectations, fueled by surging AI infrastructure needs and a tightening NAND market. The company announced a pivotal move towards multi-year commercial agreements, forecasting even stronger growth ahead.

Jan 30, 2026

Business

NewtekOne Caps Third Year as a Bank with Strong Deposit Growth, Eyes Credit Improvement

The technology-focused lender reported solid 2025 earnings, highlighted accelerating deposit inflows and a strategic shift away from its legacy SBA portfolio. Management forecasts continued growth for 2026, banking on its digital offerings and a key securitization success.

Jan 30, 2026

Business

Ford Projects $600 Million Q4 Pretax Hit on Pension Revaluations

Ford Motor Co. disclosed a significant non-cash charge tied to its global pension plans, though the automaker emphasized the impact is isolated to its accounting and won't affect operational earnings or near-term cash flow.

Jan 30, 2026

Business

Target Doubles Down on Beauty: 3,000+ New Products and Store Revamps Signal Strategic Shift

Target is launching its largest-ever spring beauty collection, introducing over 3,000 new, predominantly budget-friendly items alongside redesigned in-store experiences and key leadership appointments, signaling a major strategic push to capture market share in the lucrative beauty sector.

Jan 30, 2026

Business

Klarna Faces Investor Backlash: IPO Disclosure Scrutiny Intensifies Amid BNPL Credit Risk Concerns

Klarna Group confronts a wave of class action lawsuits alleging it downplayed rising loan loss risks in its buy-now-pay-later portfolio ahead of its 2025 NYSE debut. The legal challenges cast a shadow over the fintech's post-IPO performance and have sparked a broader debate about transparency in the rapidly growing BNPL sector.

Jan 30, 2026

Business

Analysts Revise Zillow Outlook: What's Driving the New Price Target?

Wall Street analysts have issued a revised price target for Zillow Group, signaling a recalibration of expectations around the online real estate giant's business model and competitive standing in a shifting market.

Jan 30, 2026

Business

Aon's €260M Climate Fund Fuels Investor Debate: Strategic Pivot or Valuation Stretch?

Aon plc (NYSE: AON) is in the spotlight following the launch of a major emerging markets climate transition fund with Irish Life Investment Managers. The move expands its sustainable investment footprint to over €1 billion as analysts scrutinize whether its current share price fully reflects future growth prospects amid a mixed performance backdrop.

Jan 30, 2026

Business

Comstock Completes $50M Equity Raise Amid Share Price Volatility, Analysts See Value Gap

Comstock Inc. (LODE) has closed a $50 million follow-on equity offering, issuing shares at $2.75. The capital infusion comes as the company's stock faces significant near-term pressure, declining over 30% in the past week, even as some analysts maintain a bullish long-term price target.

Jan 30, 2026

Business

Rigetti Computing Faces Headwinds: Key Quantum Chip Delay and DARPA Contract Snub Challenge Growth Trajectory

Rigetti Computing's roadmap hits a snag as it delays its next-generation 108-qubit processor to address error rates and fails to advance in a strategic DARPA program. The dual setbacks intensify scrutiny on the company's competitive position against well-funded rivals in the race for practical quantum computing.

Jan 30, 2026

Business

Beyond the Bottom Line: Alpha IVF's Cash Flow Concerns Cast Shadow on Reported Profits

While Alpha IVF Group Berhad's latest earnings disappointed the market, a deeper look reveals a significant accrual ratio, raising questions about the quality of its profits and the sustainability of its cash generation.

Jan 30, 2026

Business

NewtekOne Posts Record 2025, Touts Bank Charter Success and Disruptive Tech Edge

NewtekOne (NASDAQ: NEWT) reported robust Q4 and full-year 2025 results, highlighting the third anniversary of its OCC-chartered bank. The financial holding company saw net income rise 16.4% to $80 million, driven by strong deposit growth, successful securitizations, and a focus on serving independent business owners with long-term, 'patient capital' loans.

Jan 30, 2026