Project Vault

Business

Waymo Secures $16B at $126B Valuation, Navigating Growth Amid Safety Scrutiny

The autonomous vehicle leader Waymo has catapulted to a $126 billion valuation after a massive $16 billion funding round, marking its transition from a moonshot project to a commercial-scale operation. Yet, this financial milestone arrives as the company faces intensified regulatory pressure following a series of incidents involving its robotaxis and school buses.

Feb 4, 2026

Business

Boyd Gaming Set to Report Q4 Earnings Amid Mixed Market Signals

Boyd Gaming (NYSE:BYD) is scheduled to release its fourth-quarter financial results after market close on Thursday, with analysts projecting a slight revenue dip but sustained profitability. Investors are watching whether the casino and hospitality operator can extend its streak of topping revenue forecasts.

Feb 4, 2026

Business

Cardinal Health Q4 Earnings Preview: Can Momentum Hold Amid Healthcare Sector Volatility?

Cardinal Health (CAH) reports fourth-quarter earnings Thursday morning. Analysts project strong revenue growth, but investors are watching for signs of resilience in a mixed healthcare services landscape.

Feb 4, 2026

Business

Griffon Corporation Set to Report Q4 Earnings Amid Sector Momentum

Griffon Corporation (NYSE: GFF) is scheduled to release its quarterly earnings before Thursday's market open, with analysts projecting a slight revenue dip but sustained investor confidence in the building products sector.

Feb 4, 2026

Business

MicroStrategy Q4 Earnings Preview: Bitcoin Bet Overshadows Core Business Performance

As MicroStrategy prepares to report Q4 results, all eyes are on its massive Bitcoin holdings and their impact on the balance sheet, while its traditional analytics software business faces muted growth expectations.

Feb 4, 2026

World

US Secures Strategic Foothold in African Copper Belt with $9 Billion Glencore Deal

In a significant move to diversify critical mineral supply chains and counter Chinese dominance, a U.S.-backed consortium has acquired a major stake in key Congolese copper-cobalt mines, valuing the venture at $9 billion.

Feb 3, 2026

Business

8x8 Surpasses Revenue Forecasts, Shares Soar on Strong Outlook and AI Integration

Cloud communications firm 8x8 (NASDAQ:EGHT) reported better-than-expected Q4 2025 results, with revenue rising to $185.1 million and forward guidance exceeding analyst projections, sending its stock price up sharply. The company highlighted strategic progress and AI-driven tailwinds.

Feb 3, 2026

Business

Agree Realty's Q4 Deal Flow Meets Guidance, RBC Maintains Bullish Stance Despite Slight Target Trim

RBC Capital has reaffirmed its Outperform rating on Agree Realty Corporation (ADC) while slightly adjusting its price target, noting the REIT's fourth-quarter acquisition activity aligned with its own projections. The firm highlights the company's sustained portfolio growth and robust dividend track record as key pillars of its investment thesis.

Feb 3, 2026

Business

Critical Minerals Corp. Defies Market Downturn on U.S. Stockpile Expansion News

Shares of the pre-revenue miner surged over 12% as the U.S. government's move to bolster strategic reserves of rare earths and lithium ignited investor interest, highlighting the geopolitical stakes in securing critical supply chains.

Feb 3, 2026

Business

SoFi's Valuation Shift: A Deeper Look Beyond the Numbers

A modest adjustment to SoFi Technologies' fair value estimate belies a more significant evolution in the market's narrative. Driven by revised growth projections and shifting analyst sentiment, the fintech's story is being recast. We examine the catalysts and what they mean for investors.

Feb 3, 2026

World

Divine Intervention or Political Statement? Rome Church's 'Meloni Angel' Sparks Official Probe

A restoration project in a historic Roman basilica has ignited controversy and a formal government investigation after a repainted cherub was said to bear an uncanny resemblance to Prime Minister Giorgia Meloni.

Feb 3, 2026

Business

GE Aerospace Fuels Optimism: Analysts Revise Fair Value Upward Amid Industry Momentum

General Electric's fair value estimate rises to $357.24 per share, driven by revised analyst outlook on its aerospace division. The adjustment reflects stronger revenue projections and a favorable discount rate, balancing a robust order book against ongoing execution challenges.

Feb 3, 2026

Business

Vanguard Slashes Fees on Dozens of Funds, Pledging Over $250 Million in Investor Savings for 2026

In a major move for cost-conscious investors, Vanguard announces sweeping fee reductions across 53 funds, projecting significant savings and reinforcing its client-owned structure amid industry-wide fee pressure.

Feb 3, 2026

Business

Radian Seals $1.67 Billion Acquisition of Lloyd's Insurer Inigo, Pivoting to Global Specialty Markets

U.S. insurer Radian Group has finalized its $1.67 billion cash acquisition of Lloyd's of London specialist Inigo, a strategic move that diversifies its business beyond mortgage insurance and is projected to significantly boost earnings and revenue.

Feb 3, 2026

Business

Dover's Billion-Dollar Buyback and Steady 2026 Outlook: A Bet on Stability Over Spectacle

Dover Corporation concludes a massive $1.04 billion share repurchase while projecting measured growth for 2026, signaling a firm commitment to shareholder returns amidst ongoing earnings volatility. We analyze what this disciplined capital strategy means for investors.

Feb 3, 2026

Business

US Travel Industry Warns of Visitor Drop as Proposed Social Media Screening at Borders Raises Privacy Concerns

A major tourism body projects steep declines in international visitors and billions in lost revenue if the U.S. moves forward with plans to collect travelers' social media histories, with hotels and related sectors set to bear the brunt.

Feb 3, 2026

Business

Analysts Revise nLIGHT's Valuation Higher on Improved Growth Outlook

Financial analysts have raised nLIGHT's (LASR) fair value estimate by approximately 13%, citing more optimistic revenue projections and a lower discount rate. The adjustment reflects growing confidence in the laser technology firm's market position and future cash flows.

Feb 3, 2026

Business

Vitalik Buterin Diverts $1.6M in Ethereum to Fund Philanthropic and Tech Initiatives

Ethereum co-founder Vitalik Buterin has executed planned sales of over 700 ETH, channeling approximately $1.63 million to his charitable organization Kanro and long-term development projects, with minimal market impact.

Feb 3, 2026

Business

Bargain Hunting in Asia: Three Stocks Trading at Steep Discounts to Intrinsic Value

Amid a complex global market backdrop, several Asian equities appear significantly undervalued based on cash flow projections. We examine three companies—spanning semiconductors, defense, and electronics—trading at discounts of up to 43.8%.

Feb 3, 2026

Business

Azenta Earnings on Deck: Can the Life Sciences Firm Beat Flat Revenue Forecasts?

Azenta, Inc. is set to report its quarterly earnings before the market opens Wednesday. Analysts project stagnant year-over-year revenue, placing the spotlight on the company's ability to navigate a challenging market for life sciences tools and services.

Feb 3, 2026