Retail Restructuring

Business

Newmont Launches Strategic Portfolio Review Amid Record Gold Prices, Eyes Non-Core Asset Sales

Following its landmark acquisition of Newcrest, global gold mining giant Newmont is undertaking a comprehensive review of its expanded portfolio. The move, aimed at optimizing capital discipline and operational focus, could lead to significant asset divestments as the company positions itself for long-term efficiency in a buoyant gold market.

Feb 4, 2026

Business

Shopify's Stock Slump: A Buying Opportunity or a Reality Check for the E-Commerce Giant?

Shopify's shares have faced sustained pressure, declining across multiple timeframes and prompting investors to scrutinize its premium valuation against a backdrop of shifting market dynamics and intensifying competition.

Feb 4, 2026

Business

FedEx Stock Surges on Analyst Optimism and AI Logistics Push: Is the Rally Justified?

FedEx shares have soared over 20% in a month, buoyed by a series of analyst upgrades and the launch of new AI-driven tools. As the stock trades above traditional fair value estimates, investors are weighing whether the momentum reflects a fundamental transformation or overheated optimism.

Feb 4, 2026

Business

Philip Morris International: A Stock at a Crossroads After Stellar Run

With shares of the tobacco giant nearly doubling over three years, investors are grappling with a critical question: Is PM still a buy, or has the rally priced out future gains? A deep dive into valuation metrics reveals a complex picture.

Feb 4, 2026

Business

Essity's Strategic Pivot: Acquiring Edgewell Brands to Bolster High-Margin U.S. Feminine Care Business

Swedish hygiene giant Essity has finalized its acquisition of Edgewell Personal Care's feminine care portfolio, marking a decisive shift to capture more of the lucrative U.S. market. The move adds established brands like Carefree and Playtex to its arsenal, aiming to compete more directly with giants like P&G.

Feb 4, 2026

Business

C.H. Robinson Navigates Freight Downturn: Cost Control and AI Drive Outperformance in Q4

Despite a challenging global freight environment, C.H. Robinson's Q4 results revealed resilience through disciplined cost management and strategic technology investments, allowing it to gain market share as broader industry volumes contracted.

Feb 4, 2026

Business

As Bitcoin Stumbles, Short-Seller ETFs Targeting MicroStrategy Soar to Record Highs

While MicroStrategy shares tumble alongside Bitcoin, leveraged ETFs designed to profit from its decline have surged, with one hitting a record price this week, highlighting a booming niche for bearish crypto bets.

Feb 4, 2026

Business

Gold Giants Newmont and Barrick Tumble: A Buying Opportunity or a Trap?

A sharp sell-off in gold and mining stocks, triggered by Fed chair nomination fears, has investors questioning if the plunge in giants like Newmont and Barrick presents a strategic entry point or signals deeper trouble.

Feb 4, 2026

Business

4Sight Holdings: A South African Tech Stock Worth Watching Amid Strong Profit Growth

While speculative investments often falter, 4Sight Holdings (JSE:4SI) presents a contrasting case with robust earnings growth and significant insider ownership, making it a notable contender on the JSE for investors seeking sustainable performance.

Feb 4, 2026

Business

GE Vernova Beats Q4 Estimates on Gas and Grid Demand, But Wind Woes Linger

GE Vernova's fourth-quarter results topped analyst forecasts, fueled by strong gas power contracts and record electrification orders. While a growing backlog signals robust demand, a U.S. halt on offshore wind activity pressured the segment's bottom line, setting the stage for a pivotal year ahead.

Feb 4, 2026

Business

Annaly Capital Beats Estimates, But Analysts Probe Strategy Shifts in Tense Q4 Call

Annaly Capital Management delivered a strong fourth quarter, surpassing revenue and earnings forecasts. While management touted a diversified approach and a favorable bond market, analysts zeroed in on the sustainability of its growth and looming policy risks during a revealing Q&A session.

Feb 4, 2026

Business

Beyond the Miss: Five Analyst Probes That Defined Waste Management's Earnings Call

Despite a Q4 earnings miss that rattled investors, Waste Management's leadership pointed to strategic cost controls and long-term operational upgrades. The real story, however, unfolded during the analyst Q&A, revealing the pressures and priorities shaping the waste giant's path forward.

Feb 4, 2026

Business

VF Corp's Q4: North Face Shines, Vans Stumbles as Analysts Press on Turnaround Plan

VF Corporation's latest earnings reveal a tale of two portfolios: strong growth from The North Face and Timberland contrasts with persistent challenges at Vans. While management touts operational progress, analyst questions zero in on the timeline for a full recovery and mounting external pressures.

Feb 4, 2026

Business

Galaxy Digital Navigates Crypto Downturn with Data Center Expansion and Operational Resilience

Despite posting a GAAP net loss for 2025, Galaxy Digital highlights robust growth in its core digital assets business and significant progress in building out its Texas data center platform, positioning the firm for a potential market recovery.

Feb 4, 2026

Business

Canada Tightens the Vise: New Crypto Custody Rules Aim to Shield Investors After High-Profile Failures

Canada's investment regulator has unveiled a stringent, risk-based custody framework for crypto assets, a direct response to past collapses and hacks that left investors exposed. The rules impose tiered limits and rigorous operational demands on platforms holding client digital assets.

Feb 4, 2026

Business

AXIS Capital Beats Q4 Estimates, But Analysts Probe Sustainability of Growth

AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.

Feb 4, 2026

US

MS NOW Host's Fiery Outburst Over ICE Tactics Puts Spotlight on Alleged Use of Force Against U.S. Citizens

Symone Sanders of MS NOW demanded action from Democratic lawmakers following emotional congressional testimony detailing violent encounters with immigration enforcement agents, including the shooting of a Chicago resident.

Feb 4, 2026

Business

Robinhood Shares Tumble 12% in January as Crypto Volatility Weighs on Trading Platform

Robinhood Markets saw its stock decline sharply last month, closely mirroring a downturn in cryptocurrency markets and raising questions about its heavy exposure to digital assets.

Feb 4, 2026

Business

Enterprise Products Partners Caps Record Year, Eyes Further Growth and Dividend Hikes

The midstream energy giant Enterprise Products Partners reports record volumes and cash flows, setting the stage for continued expansion and a sustainable 6.7% yield.

Feb 4, 2026

Business

Crypto Markets Find Tentative Footing as Bitcoin Rebounds Past $78,000, But Sustained Rally Remains in Question

Digital asset prices stabilized Wednesday, with Bitcoin reclaiming $78,000 amid a fragile recovery in risk sentiment. However, a record $1.7 billion in weekly outflows from investment products and defensive on-chain positioning signal deep investor caution, casting doubt on the rebound's longevity.

Feb 4, 2026