Real Estate & Construction

Business

Trump Taps Former Fed Governor Kevin Warsh for Central Bank's Top Job, Signaling Policy Shift

Former Federal Reserve Governor Kevin Warsh, known for his hawkish stance but recently aligned with Trump's calls for lower rates, has been nominated by the former president to chair the Fed. The move, if confirmed, could test the institution's independence amid political pressure and an ongoing Justice Department probe.

Jan 30, 2026

Business

Eli Lilly's Q4 Earnings Loom: A Buying Opportunity or a Gamble?

As Eli Lilly prepares to report its Q4 and full-year 2025 results on February 4th, investors are weighing whether the pharmaceutical giant's premium valuation leaves room for a positive surprise, or if the stock is priced for perfection.

Jan 30, 2026

Business

Novo Nordisk's Wegovy Pill Sees Strong Uptake with Over 26,000 Prescriptions in Second Week

Newly launched oral weight-loss drug Wegovy from Novo Nordisk recorded more than 26,000 U.S. prescriptions in its second full week, signaling robust early demand as competition with Eli Lilly intensifies.

Jan 30, 2026

Business

Fashion's Climate Pledge in Peril: Cascale Report Warns Industry Lagging on Decarbonization

A new industry analysis reveals the apparel and textiles sector is falling dangerously behind on its climate commitments, with progress too slow to meet critical international targets.

Jan 30, 2026

Business

HSBC Downgrades CoreWeave Outlook, Citing Mounting Debt Costs and Funding Pressures

HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.

Jan 30, 2026

Business

Trump Taps Former Fed Governor Kevin Warsh for Central Bank's Top Job

President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and longtime critic of its recent policy, to be the next chair of the central bank, setting up a potential shift in monetary policy amid ongoing tensions over interest rates and Fed independence.

Jan 30, 2026

Business

Eagle Eye Solutions Group: Is the Market Price Fair? A Deep Dive into Valuation

A detailed Discounted Cash Flow analysis suggests Eagle Eye Solutions Group (LON:EYE) shares are trading close to their estimated intrinsic value. We examine the assumptions behind the numbers and what investors should consider beyond the model.

Jan 30, 2026

Business

Paramount Skydance Stock: Analysts See Nearly 20% Upside Amid Streaming Subscriber Surge

Despite a cautious 'Moderate Sell' consensus, Paramount Skydance (PSKY) carries an average price target of $14.08, implying significant potential upside. The media giant's recent Q3 2025 results highlighted robust Paramount+ subscriber growth, even as investors weigh heavy content investments and integration risks.

Jan 30, 2026

Business

Lionsgate Studios (LION) Gains Analyst Backing as Content Strategy and AI Integration Fuel Optimism

Shares of Lionsgate Studios Corp. receive a vote of confidence from Seaport Research, which raised its price target following strong box office results. The move underscores broader analyst support for the newly independent content company's library monetization and strategic use of AI.

Jan 30, 2026

Business

Kosmos Energy's High-Stakes Refinancing: A Strategic Pivot or a Costly Gamble?

Kosmos Energy's recent debt tender offer and high-yield bond issuance signal a bold move to restructure its balance sheet. While extending maturities, the strategy comes with significantly higher interest costs, raising questions about the long-term financial trade-offs for the oil and gas explorer.

Jan 30, 2026

Business

Partner Default in Otway Basin Puts ConocoPhillips' Project Costs and Strategy Under Scrutiny

3D Energi's failure to meet a payment obligation on the ConocoPhillips-operated Otway Basin exploration project has triggered a trading halt and raised questions about cost impacts, partnership structures, and the oil major's valuation resilience.

Jan 30, 2026

Business

Endeavour Silver's Strategic Pivot: How Base Metals from Kolpa Could Reshape the Miner's Future

Endeavour Silver's 2026 production guidance signals a strategic shift, with the new Kolpa mine set to deliver significant lead, zinc, and copper output. This diversification beyond precious metals aims to stabilize revenue, but execution risks and funding challenges remain key hurdles for the TSX-listed miner.

Jan 30, 2026

Business

Monolithic Power Systems: Riding the Semiconductor Wave, But Is the Valuation Justified?

MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.

Jan 30, 2026

Business

Lam Research Posts Record Results on AI Boom, But Expansion Plans Face Scrutiny

Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.

Jan 30, 2026

Business

Axos Financial Stock Surge Sparks Valuation Debate: Is the Market Still Undervaluing the Digital Bank?

Shares of Axos Financial (AX) have surged, closing at $94.64 and delivering strong returns over multiple timeframes. This momentum has reignited the debate among investors: is the stock still undervalued against its fair value estimate of $100.50, or has the market already priced in its future growth?

Jan 30, 2026

Business

UK Industry Faces Compliance Cliff Edge as EU Digital Product Passport Looms

New research reveals a stark preparedness gap among UK manufacturers and wholesalers for the impending EU Digital Product Passport (DPP), with nearly half unaware of the regulation that could bar non-compliant goods from the single market.

Jan 30, 2026

Business

CoreWeave's $2B Nvidia Lifeline Meets Mounting Legal Scrutiny Over AI Capacity Claims

AI cloud provider CoreWeave faces a critical juncture as a massive equity investment from chip giant Nvidia clashes with securities class actions alleging the company misled investors about its operational capacity and supplier dependencies.

Jan 30, 2026

World

New Dutch Coalition Commits to Sustained Ukraine Aid and Higher Defense Spending

The incoming Dutch government, led by Prime Minister-designate Rob Jetten, has unveiled its policy agenda, pledging continued military and financial support for Ukraine and a commitment to enshrine higher NATO defense spending targets into law.

Jan 30, 2026

Business

Geopolitics vs. Economics: Why Oil Giants Are Betting on Libya Over Venezuela

Despite political instability, Libya's low production costs and proximity to key markets are drawing major investment, while Venezuela's vast reserves remain hamstrung by economic and geopolitical hurdles.

Jan 30, 2026

Business

Analysts Bullish on ASML: TD Cowen Lifts Price Target to €1,500 on Surging EUV Demand

Investment firm TD Cowen has significantly increased its price target for semiconductor equipment leader ASML Holding, citing robust bookings for its cutting-edge EUV lithography systems and a clear path for capacity expansion to meet relentless AI-driven demand.

Jan 30, 2026