Ramsey Show

Business

Kimberly-Clark (KMB): A Defensive Play at a Discount? Analysts See Upside in Consumer Staples Giant

Amid market volatility, a detailed analysis circulating among value investors makes a case for Kimberly-Clark Corporation. The thesis highlights the household products maker's resilient business model, technical support levels, and a valuation disconnect that could signal a compelling entry point for long-term portfolios.

Feb 3, 2026

Business

ASGN Incorporated: Deep Value or Value Trap? Analyzing the Bull Case for the IT Services Firm

Shares of IT staffing and services provider ASGN Incorporated are trading at what some analysts call deeply discounted multiples, sparking a debate on whether the market is overlooking its resilient cash flow and diversified operations.

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

Beyond the Headlines: Why L3Harris Technologies Is the Unseen Engine of Modern Defense

While flashy jets and missiles capture public attention, L3Harris Technologies operates in the critical, unseen layers of connectivity and electronic warfare. As global tensions and technological threats evolve, its role as a foundational enabler of next-generation defense systems is driving a compelling investment thesis centered on resilience and information dominance.

Feb 3, 2026

World

Behind the Handshake: Vietnam's Military Sees U.S. as 'Belligerent' Threat Despite Strategic Partnership

A year after Hanoi and Washington elevated ties to a Comprehensive Strategic Partnership, an internal Vietnamese military document reveals deep-seated fears of U.S. aggression and 'color revolutions,' highlighting the complex duality at the heart of Vietnam's foreign policy.

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

From Brink to Black Friday Boom: Inside Jumia's African E-Commerce Turnaround

Once left for dead after a 95% stock collapse, Jumia Technologies AG is staging a remarkable comeback. A locally-focused strategy, a vast pickup station network, and a blockbuster Black Friday in Lagos signal the African e-commerce pioneer may finally be on a path to sustainable growth, even as it faces competition from global giants.

Feb 3, 2026

Business

LendingClub's Hybrid Model: A Bullish Bet on Fintech's Evolution

LendingClub Corporation (NYSE: LC), having transformed into a hybrid digital bank and marketplace, is drawing investor attention for its dual revenue streams and strategic pivot post-Radius Bank acquisition. With shares trading around $16.44 and a forward P/E of 9.64, bulls argue its unique structure positions it for steadier growth in a volatile market.

Feb 3, 2026

Business

Watsco's Valuation Crossroads: Strong Recent Momentum Meets Long-Term Uncertainty

Watsco (WSO) shares have surged over 11% in the past month, yet remain down significantly year-over-year. This mixed performance leaves investors weighing short-term momentum against a challenging HVAC demand backdrop and premium valuation metrics.

Feb 3, 2026

Business

Gold Rebounds Sharply After Historic Plunge, Chinese Buyers Step In

Gold prices staged a significant recovery on Tuesday, regaining some ground after a historic two-day sell-off. The focus now shifts to Chinese retail investors, whose appetite for bargain-hunting ahead of the Lunar New Year could be pivotal for the market's near-term direction.

Feb 3, 2026

Business

Singapore Airlines Charts Steady Course Amid Industry Headwinds, Focus on Capital Efficiency

Singapore Airlines (SGX:C6L) is demonstrating a disciplined approach to capital allocation, with a notable uptick in its return on capital employed (ROCE). While its current 6.3% return lags behind the broader airline industry average, the trend signals a potential turning point for the carrier as it seeks to solidify its post-pandemic recovery and build sustainable long-term value for shareholders.

Feb 3, 2026

Business

Berkshire's New Chief Signals Strategic Shift with Potential Kraft Heinz Exit

Greg Abel's first major move as Berkshire Hathaway CEO involves reviewing a full exit from the Kraft Heinz stake, marking a potential departure from Warren Buffett's famed 'buy and hold' philosophy and testing investor confidence in the new leadership era.

Feb 3, 2026

Business

Bio-Techne's Synthetic Hydrogel Launch Sparks Investor Interest Amid Mixed Long-Term Performance

Bio-Techne (TECH) gains market attention with the launch of its Cultrex Synthetic Hydrogel, a key innovation for 3D cell research. While the product debut coincides with recent share price strength, longer-term returns tell a more complex story for investors.

Feb 3, 2026

Business

Vertiv Bets on AI-Powered Predictive Maintenance to Boost Data Center Value Proposition

Vertiv Holdings Co launches 'Next Predict,' an AI-driven managed service aimed at enhancing data center reliability and operational resilience, directly targeting the demands of modern AI workloads and liquid cooling adoption.

Feb 3, 2026

Business

J&J Strengthens Oncology Hand with Key Drug Approvals, Bolstering Investor Confidence

Johnson & Johnson's oncology portfolio gains momentum with new clinical data for prostate cancer drug Erleada and a broader FDA label for multiple myeloma therapy Darzalex Faspro, reinforcing its competitive stance in key cancer markets.

Feb 3, 2026

US

Clintons Agree to Testify in Epstein Inquiry, Averting Contempt Vote After Tense Standoff

Former President Bill Clinton and former Secretary of State Hillary Clinton have agreed to provide depositions to the House Oversight Committee, following the panel's move to hold them in criminal contempt of Congress over the Jeffrey Epstein investigation.

Feb 3, 2026

Business

Beyond the Big Tech Earnings: Why AI Infrastructure Deals Are Stealing the Spotlight

As hyperscalers like Amazon prepare to report earnings, the focus is shifting from quarterly sales to massive capital investments in AI infrastructure and strategic partnerships with GPU-as-a-service providers.

Feb 3, 2026

Business

Disney's U.S. Parks Feel the Pinch as International Travel to America Slumps

Walt Disney Company reports 'headwinds' in foreign visitor numbers at its American resorts, mirroring a broader downturn in U.S. international tourism driven by geopolitical perceptions and shifting travel preferences.

Feb 3, 2026

Business

Verizon's New CEO Bets on Cultural Overhaul to Stem Customer Exodus

Facing rising churn and fierce competition, Verizon's new leadership is pivoting from unpopular price hikes to a customer-centric strategy, leveraging AI and convergence to rebuild trust and retain subscribers.

Feb 3, 2026

Business

Hecla Mining's Meteoric 2025 Rally: Will Shareholders See a Dividend Windfall?

Hecla Mining's stock soared nearly 300% in 2025, fueled by surging silver and gold prices. While the company's financials have transformed, its dividend policy remains a point of contention for income-focused investors.

Feb 3, 2026