Power Sector

Business

Churchill Downs Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of Churchill Downs Incorporated have tumbled over 20% in the past year, significantly underperforming the broader market and its peers. While a standard valuation analysis suggests the stock is deeply undervalued, the persistent decline raises questions about investor sentiment and the company's near-term outlook in a shifting economic landscape.

Feb 5, 2026

Business

Infineon Bets Big on AI and EVs: Can Its Ambitious Expansion Plans Justify a Lofty Valuation?

German chipmaker Infineon Technologies is making a bold push into AI data centers and electric vehicle semiconductors, backed by fresh investments and solid earnings. Yet, its stock's recent volatility and premium valuation have left investors weighing the long-term promise against near-term risks.

Feb 5, 2026

Business

Cipher Mining Pivots from Bitcoin to AI Infrastructure with $2 Billion Bond Plan and Major AWS Deal

Cipher Mining Technologies announces a strategic shift, securing a 15-year lease with Amazon Web Services for its new Texas data center and planning a $2 billion debt offering to fund the AI-focused facility, marking a significant departure from its origins in cryptocurrency mining.

Feb 5, 2026

Business

Cabot Navigates Turbulent Tire Market as Battery Materials Shine in Q1

Cabot Corporation's fiscal Q1 2026 results reveal a tale of two segments: its core Reinforcement Materials business faces stiff headwinds from weak tire demand and Asian imports, while its Performance Chemicals unit, led by battery materials, posts robust growth. The company tightens its full-year EPS guidance and outlines cost-cutting measures to bolster cash flow.

Feb 5, 2026

Business

Santander Brasil Posts Steady Q4 Growth, Eyes Long-Term Profitability Target Amid Strategic Pivot

Banco Santander Brasil reported a net income of BRL 4.1 billion for Q4 2025, marking a near 6% annual increase. While progress continues on its multi-year plan to achieve a return on equity above 20%, management acknowledged current challenges in specific loan portfolios and emphasized a strategic shift towards higher-value clients and digital personalization.

Feb 5, 2026

Business

Nvidia's Jensen Huang Dismisses AI Threat to Software, Sees Opportunity in Market Sell-Off

Amid a brutal sell-off in software stocks fueled by fears of AI disruption, Nvidia CEO Jensen Huang offers a contrarian view, arguing AI will augment, not replace, existing platforms. We examine three major SaaS players now trading at significant discounts.

Feb 5, 2026

Business

Compagnie des Alpes Shares Surge as Q1 Sales Jump 10%, Sparking Valuation Debate

The French leisure group's strong start to the fiscal year, with sales reaching €289 million, fuels investor optimism and raises questions about whether its current stock price fully reflects its growth trajectory.

Feb 5, 2026

Business

Danone's Rollercoaster Ride: Is the Food Giant Undervalued After Recent Volatility?

Danone shares have experienced significant swings, gaining over 8% in a week but remaining down for the quarter. Analysts see a potential valuation gap, but premium multiples and execution risks cloud the picture.

Feb 5, 2026

Business

Insider Confidence: Three Asian Growth Stocks Where Management Has Skin in the Game

Amidst a patchy performance in regional markets, companies with substantial insider ownership are drawing investor attention. We examine three high-growth Asian firms where leadership's significant equity stakes signal alignment with shareholder interests.

Feb 5, 2026

Business

Binance Reports Net Inflows Amid Coordinated Withdrawal Campaign, Defying 'Bank Run' Narrative

The world's largest cryptocurrency exchange, Binance, has reported an increase in on-chain assets during a period of heightened social media-driven withdrawal pressure, framing the event as a successful stress test rather than a liquidity crisis.

Feb 5, 2026

Business

Atmos Energy Posts Strong Q1 Earnings, Bolstered by Texas Legislation and Steady Customer Growth

Atmos Energy reported a robust fiscal first quarter, with net income reaching $403 million. Performance was supported by a Texas regulatory benefit, operational resilience during Winter Storm Fern, and ongoing investments in infrastructure and customer growth, as the company reaffirms its full-year guidance.

Feb 5, 2026

World

Tech Rout Drags Asian Markets Lower; Wall Street's Gloom Spreads East

Asian equities followed Wall Street lower on Thursday, led by a sharp sell-off in technology shares. While U.S. futures pointed to a tentative recovery, oil prices tumbled and regional benchmarks from Tokyo to Seoul posted significant losses.

Feb 5, 2026

Business

Eli Lilly Shares Surge 10% on Blockbuster Earnings, Fueled by Obesity Drug Dominance

The pharmaceutical giant added nearly $100 billion to its market capitalization following a stellar quarterly report, driven by soaring demand for its GLP-1 drugs Mounjaro and Zepbound.

Feb 5, 2026

Business

AI Anxiety Sparks Software Sell-Off: Is This a Repeat of Alphabet's 2023 Plunge?

As AI fears trigger a steep decline in software stocks, market veterans point to Alphabet's dramatic recovery as a potential blueprint for navigating the current volatility.

Feb 5, 2026

Business

Home Depot Streamlines Corporate Staff, Doubles Down on Tech and Outdoor Growth

The home improvement giant is cutting hundreds of corporate jobs and mandating full-time office work, even as it expands its offerings with new AI tools for contractors and positions itself as a key retailer for emerging robotic lawn mower technology.

Feb 5, 2026

Business

CDW's Cloud and AI Momentum Fuels Earnings Beat, Dividend Hike

IT solutions giant CDW posted stronger-than-expected Q4 and full-year results, driven by robust demand for software, cloud, and AI-focused services. The company's board approved a higher quarterly dividend, underscoring its commitment to shareholder returns amid a strategic shift toward higher-margin offerings.

Feb 5, 2026

Business

Chipotle's Stock Slump: A Cyclical Setback or a Rare Buying Opportunity?

After a sharp derating, Chipotle Mexican Grill's stock is trading near multi-year lows. While facing cyclical headwinds, analysts argue its core growth engine remains intact, presenting a potential entry point for long-term investors.

Feb 5, 2026

Business

Silver Crashes Over 15%, Wiping Out Brief Rally as Fed Uncertainty Rattles Metals

Spot silver plunged more than 15% on Thursday, erasing gains from a two-day recovery and dragging gold lower. The sharp reversal highlights ongoing volatility as markets digest the implications of a potential new Federal Reserve chair and shifting monetary policy expectations.

Feb 5, 2026

Business

Artisan Partners Caps Record 2025 with $180B AUM, Charts Expansion into Private Markets

The active asset manager reported record quarterly revenue and strong full-year performance, driven by investment gains exceeding $33 billion. Its strategic pivot beyond public equities gained momentum with the acquisition of real estate private equity firm Grandview Property Partners.

Feb 5, 2026

Business

American Financial Group Caps 2025 with Record Underwriting Profit, Eyes Continued Growth in 2026

American Financial Group (AFG) reported a robust finish to 2025, highlighted by a record fourth-quarter underwriting profit and significant capital returns to shareholders. The specialty insurer enters the new year with a business plan targeting premium growth and a combined ratio near 92.5%, backed by strong performance in its crop and specialty P&C segments.

Feb 5, 2026