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Zeta Global Shares Tumble Amid AI Sector Sell-Off, Despite Strong Product Pipeline

Zeta Global Holdings saw its stock price drop over 11% this week, caught in a broader market retreat from AI-related names. The sell-off comes despite the company reporting continued momentum in its AI-powered marketing platform and enterprise deal flow, highlighting a disconnect between sector sentiment and business fundamentals.

Feb 4, 2026

Business

Devon Energy's Valuation Puzzle: Is the Market Missing a 65% Discount?

Devon Energy's stock presents a conundrum for investors. While recent performance has been strong, a deep dive into its discounted cash flow and P/E ratio suggests the shares may be trading at a significant discount to their intrinsic value. We examine the numbers and what they could mean for the oil and gas producer's future.

Feb 4, 2026

Business

GSK's 47% Surge: Is the Pharma Giant Still a Buy After Its Stellar Run?

GSK's shares have soared 47% in the past year, reigniting investor debate. With the stock now trading around £19.46, analysts are divided: do the gains already reflect future promise, or does a deep-value opportunity remain? We examine the key metrics driving the conversation.

Feb 4, 2026

Business

Five9's Valuation Under Scrutiny Amid AI-Driven Software Sector Sell-Off

The cloud contact center specialist Five9 saw its shares tumble as a broad sell-off hit software stocks, fueled by investor concerns over AI's disruptive impact on traditional SaaS models. With its stock trading at a significant discount to analyst targets, the market is questioning whether this represents a buying opportunity or reflects deeper growth anxieties.

Feb 4, 2026

Business

Super Micro Computer's Valuation Crossroads: Is the AI Infrastructure Leader Now Undervalued?

After a significant share price pullback from multi-year highs, Super Micro Computer (SMCI) presents a complex picture for investors. While long-term returns remain stellar, recent momentum has faded, raising questions about whether the stock is now trading at a discount or if the market is pricing in heightened risks.

Feb 4, 2026

Business

Defense Giant Lockheed Martin Soars 31% in January on Budget Hopes and Strong Guidance

Lockheed Martin's stock experienced a significant rally last month, fueled by a proposed defense budget increase and robust financial forecasts. However, the surge raises questions about long-term value amid shifting government contracting policies.

Feb 4, 2026

Business

Uber Shares Slide on Subdued Outlook Despite CEO's Bold Robotaxi Vision

Uber's stock fell after its quarterly forecast missed analyst expectations, overshadowing CEO Dara Khosrowshahi's ambitious framing of autonomous vehicles as a 'multitrillion-dollar' opportunity for the company's future.

Feb 4, 2026

Business

Oklo's 2026 Inflection Point: Can the Nuclear Darling Rekindle Its Meteoric Rise?

After a staggering 238% surge in 2025 followed by a sharp pullback, advanced nuclear firm Oklo faces a pivotal year. With major DOE projects underway and a landmark deal with Meta, analysts debate whether 2026 will see the stock reignite or continue its cooling-off period.

Feb 4, 2026

Business

Tech Sell-Off Drags Bitcoin Below $74K as AI Fears Intensify

A sharp downturn in AI-related tech stocks, triggered by AMD's disappointing outlook, spills over into crypto markets, pulling Bitcoin lower and hammering mining stocks closely tied to data center infrastructure.

Feb 4, 2026

Business

NiSource's $28 Billion Bet: Wall Street Backs Utility Giant Despite Capex Surge

While NiSource's ambitious new spending plan gave some investors pause, a majority of analysts remain bullish on the stock, citing its steady performance and strategic positioning in the energy transition.

Feb 4, 2026

Business

FuboTV Plunge: Reverse Split Sparks Selloff, But Analysts See Value in Oversold Territory

FuboTV shares tumbled over 20% following its reverse stock split announcement, pushing the stock into deeply oversold levels. Despite the market's negative reaction, underlying financial improvements and a strategic deal with Disney present a potential contrarian opportunity for investors.

Feb 4, 2026

Business

Institutional Investors Hold the Reins: Black Hills Corporation's 87% Ownership Signals Stability and Scrutiny

Black Hills Corporation (NYSE: BKH) finds itself firmly in the hands of institutional investors, with a commanding 87% ownership stake. This heavy institutional presence offers both a vote of confidence and a unique set of risks for the utility stock, as major players like BlackRock and Vanguard shape its trajectory.

Feb 4, 2026

Business

Arm Holdings Aims for Ninth Straight Earnings Surprise Amid AI Pivot and Valuation Scrutiny

Chip designer Arm Holdings reports its fiscal third-quarter results after the bell Tuesday, with investors watching to see if it can extend its post-IPO streak of earnings beats. While Wall Street anticipates solid growth, the stock's steep decline over the past year underscores persistent concerns over its premium valuation and the tangible payoff from its high-profile AI partnerships.

Feb 4, 2026

Business

Rockwell Automation Downgraded by Oppenheimer as Operational Wins Seen Priced In, Despite Lucid Partnership

Oppenheimer downgraded Rockwell Automation (ROK) to 'Perform', suggesting its operational improvements and future manufacturing recovery are largely reflected in its stock price. The move comes even as Rockwell announces a strategic expansion of its partnership with EV maker Lucid in Saudi Arabia.

Feb 4, 2026

Business

Pentair's Pullback: A Buying Opportunity or a Value Trap?

Pentair's stock has retreated nearly 12% in a week, raising questions about its valuation. We analyze whether the water treatment and sustainable solutions leader is now undervalued or fairly priced after the recent sell-off.

Feb 4, 2026

Business

Microsoft's Valuation Crossroads: Assessing the Tech Giant After a Stellar Run and Recent Stumbles

Microsoft's stock momentum has cooled after years of impressive gains, raising questions about its current valuation. With shares trading below intrinsic value estimates, investors are weighing whether this is a buying opportunity or a sign of slowing growth.

Feb 4, 2026

Business

Tech Sell-Off Drags Nasdaq Lower as Investors Rotate into Broader Market

U.S. equities presented a mixed picture on Wednesday, with the Dow Jones Industrial Average advancing while the Nasdaq 100 fell sharply. The divergence highlighted a notable sector rotation out of high-flying technology stocks, driven by uneven corporate earnings and new pressures from AI-driven automation tools.

Feb 4, 2026

Business

Alphabet's Q4 Earnings: A Crucial Test for AI-Led Momentum

As Alphabet prepares to report its fourth-quarter results, investors are watching to see if the tech giant's AI investments can sustain its recent stock surge and justify its massive capital expenditures.

Feb 4, 2026

Business

IBM Shares Dip Below Key Technical Level as Anthropic's New AI Tools Spark Growth Concerns

IBM stock faces pressure after Anthropic's new Claude plugins encroach on core enterprise services. Despite the sell-off, analysts and prominent investors like Jim Cramer see long-term value, citing the company's AI strategy and financial forecasts.

Feb 4, 2026

Business

Coherent Eyes Another Beat as AI Demand Fuels 164% Rally Ahead of Q2 Earnings

Optical components leader Coherent is set to report quarterly results after the bell, with investors watching to see if surging AI infrastructure spending can propel a sixth straight earnings surprise and justify its meteoric stock rise.

Feb 4, 2026