Presidential Speculation

Business

Opera Limited: A Deep-Value Tech Play Riding on African Fintech and AI Browsers

Amid a volatile tech landscape, Opera Limited (OPRA) presents a compelling, if risky, value proposition. With a profitable core business, a clean balance sheet, and a potentially undervalued stake in African fintech giant Opay, some investors see significant upside despite concerns over revenue concentration and market disruption.

Feb 3, 2026

Business

Markets Breathe Sigh of Relief: Bitcoin Holds $78K as Asia-Pacific Stocks Rebound

Asian equities and Bitcoin stabilized Tuesday following a turbulent session, with investors digesting a rebound in US factory data and a calmer precious metals market. Regional indexes recovered, while crypto markets assessed the damage from recent liquidations.

Feb 3, 2026

Business

Archer Aviation's 'Midnight' eVTOL Gains Altitude: Can Certification Unlock Urban Air Mobility?

As Archer Aviation advances toward FAA certification for its Midnight air taxi, bullish investors point to its strong liquidity and strategic partnerships. But with the company still pre-revenue and burning cash, the path to commercial launch by 2026 remains a high-stakes race against time and regulation.

Feb 3, 2026

Business

Musk Merges xAI with SpaceX, Pivots AI Ambitions to Orbit Amid Earth's Infrastructure Limits

Elon Musk announces the integration of his AI startup xAI into SpaceX, citing terrestrial power and cooling constraints as a catalyst for moving advanced computing into space, with the Starship program central to the ambitious orbital data center vision.

Feb 3, 2026

US

Federal Judge Halts Termination of Haitian TPS, Sparing 350,000 from Deportation

A federal judge has indefinitely blocked the Trump administration's plan to end Temporary Protected Status for Haitians, delivering a reprieve to hundreds of thousands of immigrants and sharply criticizing the decision as 'arbitrary' and potentially racially motivated.

Feb 3, 2026

Business

Entravision's Digital Surge and Political Tailwinds Fuel Bullish 2026 Outlook

Entravision Communications (EVC) is drawing investor attention following a strong quarterly performance, with its digital advertising revenue more than doubling year-over-year. Analysts point to the company's strategic pivot and the upcoming election cycle as key catalysts for growth.

Feb 3, 2026

Business

C4 Therapeutics: Can Its Protein-Degrading Tech Ignite a Biotech Rally?

Amid a challenging market for biotech, C4 Therapeutics (NASDAQ: CCCC) is drawing investor attention with its targeted protein degradation platform. Backed by industry giants and focused on niche cancers, the clinical-stage company presents a high-risk, high-reward proposition. We examine the bull case and the road ahead.

Feb 3, 2026

Business

MongoDB at an AI Crossroads: Can the Database Leader Capitalize on the Cloud Modernization Wave?

As enterprises rush to modernize infrastructure for AI, MongoDB finds itself in a pivotal position. Strong Atlas growth signals early success, but declining direct sales and fierce competition pose significant risks, creating a high-stakes binary outcome for investors.

Feb 3, 2026

Business

Ziff Davis: A Deep-Value Play or a Digital Media Trap?

Ziff Davis (ZD) shares are attracting value investors with a seemingly cheap valuation and potential asset sales. However, underlying concerns about revenue quality, customer churn, and existential threats from AI-driven search shifts paint a more complex picture for the digital media conglomerate.

Feb 3, 2026

Business

DaVita Inc. (DVA): Resilience and Risk in the Dialysis Duopoly

An analysis of the bullish investment case for DaVita Inc. highlights its entrenched market position and cash flow discipline, while underscoring the significant regulatory and leverage risks inherent in the kidney care sector.

Feb 3, 2026

Business

Gray Media (GTN): A Deep-Value Bet on Political Ad Windfall and Hidden Assets

As the 2026 election cycle approaches, Gray Media emerges as a contrarian play. Analysts point to its potential for a significant re-rating, driven by political advertising cyclicality, stable retransmission fees, and a trove of undervalued hard assets.

Feb 3, 2026

US

Bongino Returns to Airwaves, Defends FBI's Epstein Review and Blasts 'Doomers' in MAGA Ranks

In his first podcast since leaving the FBI, former co-deputy director Dan Bongino staunchly defended the agency's handling of the Jeffrey Epstein files, attacked internal critics, and revealed details of a conversation with former President Donald Trump, who suggested his media platform might be more valuable than his government post.

Feb 3, 2026

US

Texas GOP's House Map in Doubt After Stunning Democratic Flip in Deep-Red District

A Democrat's symbolic victory in a Texas Senate district, which Trump won by 17 points, sends shockwaves through Republican strategy to retain the U.S. House, highlighting potential cracks in GOP support among suburban and Hispanic voters.

Feb 3, 2026

Business

Centrus Energy: A Strategic Play on Nuclear Fuel and National Energy Security

Amidst a global push for reliable, carbon-free power, Centrus Energy Corp. (LEU) emerges as a critical supplier in the nuclear fuel chain. With its stock trading near backlog value and recent financial developments reducing execution risk, analysts see a clear path for growth, particularly as AI and data center energy demands surge.

Feb 3, 2026

US

Trump's Alfalfa Club Routine Draws Tepid Response From Typically Loyal Crowd

Former President Donald Trump's attempt at stand-up comedy during the elite Alfalfa Club dinner was met with notable silence and scattered applause, highlighting a rare moment of disconnect with a room of powerful allies and underscoring the enduring tensions within Washington's political and financial elite.

Feb 3, 2026

Business

Waymo Secures $16 Billion War Chest, Valued at $126 Billion, in Global Robotaxi Race

The autonomous vehicle leader Waymo has closed a massive $16 billion funding round, catapulting its valuation to $126 billion. The capital infusion is set to turbocharge its international expansion plans, even as it navigates operational challenges and intensifying competition from rivals like Tesla and Amazon's Zoox.

Feb 3, 2026

Business

Dollar General's Rural Resilience: A Bullish Outlook Amid Economic Uncertainty

Despite a recent rally, analysts argue Dollar General's defensive business model, deep rural footprint, and focus on essentials position it for steady, long-term growth as a haven for value-conscious investors.

Feb 3, 2026

US

Whistleblower Alleges Intelligence Director Gabbard Obstructed Complaint to Congress

A senior U.S. intelligence official has filed a whistleblower complaint accusing National Intelligence Director Tulsi Gabbard of attempting to conceal the disclosure from congressional oversight committees for months, igniting a legal and political firestorm.

Feb 3, 2026

Business

XRP's Fragile Rebound: Short-Term Traders Prop Up Price at $1.50, Raising Stability Concerns

XRP has found a tentative footing above $1.50 after a market slump, but on-chain data reveals the recovery is being driven by speculative, short-term holders, casting doubt on its sustainability and highlighting key resistance levels ahead.

Feb 2, 2026

World

Clintons to Testify Before House Committee in Epstein Probe, Setting Stage for High-Stakes Hearing

Bill and Hillary Clinton have agreed to appear before the House Oversight Committee as part of its investigation into the Jeffrey Epstein case, a spokesperson confirmed, signaling a major development in the long-running inquiry.

Feb 2, 2026