Retail Trends

Business

Cavco Navigates Seasonal Slump and Acquisition Costs in Q3, Sees Spring Promise

Cavco Industries' fiscal Q3 2026 results reflect the initial impact of its American Homestar acquisition amid broader industry headwinds. While revenue grew, margins contracted due to integration costs and a seasonal demand slowdown. Management points to stable backlogs and strategic positioning for the upcoming spring selling season.

Jan 30, 2026

Business

One Stop Systems Lands $1.1M Aerospace Deal Amid Soaring Share Price

High-performance computing specialist One Stop Systems secures a significant initial order from a major aerospace contractor for next-gen in-flight entertainment hardware, as its stock continues a remarkable year-long rally.

Jan 30, 2026

Business

T-Mobile's Balancing Act: Can Network Strength Outweigh Mounting Price War and Softer 2026 Outlook?

T-Mobile US faces a pivotal moment as aggressive industry pricing and a tempered 2026 financial forecast clash with its robust operational performance and network leadership, prompting a major investor exit and forcing a reevaluation of its growth narrative.

Jan 30, 2026

Business

Altria Taps CFO as Next CEO Amid Strategic Pivot and $2.7 Billion Write-Down

Altria Group names CFO Salvatore Mancuso as its incoming CEO, accelerating its smoke-free transition while taking a massive impairment charge on past investments, signaling a sharp strategic reassessment.

Jan 30, 2026

Business

Ameris Bancorp's Mixed 2025 Results: Strong Earnings Tempered by Rising Credit Costs

Ameris Bancorp's latest financial report reveals a dual narrative: robust net interest income and earnings per share, contrasted with a notable increase in loan charge-offs. While share buybacks and profitability metrics remain supportive, analysts are scrutinizing whether the stock's premium valuation is justified amidst emerging credit risks.

Jan 30, 2026

Business

QuantumScape Bolsters Board with Semiconductor Finance Expert as Commercialization Push Intensifies

Solid-state battery developer QuantumScape appoints former NVIDIA CFO Geoffrey Ribar to its board, signaling a strategic shift towards manufacturing discipline and capital allocation as it transitions from R&D to pilot production.

Jan 30, 2026

Business

Zeta Global's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of marketing software firm Zeta Global have tumbled over 10% in a week, sparking debate among investors. While a key valuation model suggests the stock is significantly undervalued, market sentiment remains cautious amid broader tech volatility.

Jan 30, 2026

Business

Skellerup Holdings Delivers Steady Growth Amid Market Volatility, Insider Confidence Signals Stability

While high-risk tech stocks dominate headlines, Skellerup Holdings (NZSE:SKL) demonstrates how consistent EPS growth, disciplined leadership compensation, and strong insider alignment can build a resilient investment case in uncertain times.

Jan 30, 2026

Business

Netflix Stock Plunges 33% on Warner Bros. Deal Fears, But Analysts See a Buying Opportunity

Netflix shares have tumbled from recent highs amid investor skepticism over a potential $72 billion acquisition. Despite the sell-off, some Wall Street firms are upgrading the stock, citing strong fundamentals and a historically attractive valuation.

Jan 30, 2026

Business

From Shark Tank Spotlight to Silent Exit: The Unwrapped Story of Gatsby Chocolate

Gatsby Chocolate, the 'healthy' indulgence that captivated Sharks and shoppers alike, has vanished from shelves. We trace its journey from a multi-million dollar deal that never closed to its quiet demise, exploring what went wrong for a once-promising brand.

Jan 30, 2026

Business

First Hawaiian Bank Navigates Shifting Tides: Q4 2025 Shows Strength, 2026 Outlook Cautious Amid Rate Uncertainty

First Hawaiian Bank reported a solid fourth quarter, driven by net interest margin expansion and loan growth, while outlining a cautious 2026 outlook. Executives highlighted Hawaii's resilient economy and strong credit quality, alongside a new, flexible $250 million share buyback program.

Jan 30, 2026

Business

Citi Lifts Bristol-Myers Squibb Price Target, Citing Improved Biopharma Outlook Through 2026

Citi analyst Geoff Meacham raised his price target on Bristol-Myers Squibb (BMY) to $60, citing a more favorable setup for the sector. The move comes as the drugmaker also announces a partnership with Microsoft to leverage AI for earlier lung cancer detection.

Jan 30, 2026

Business

Beyond the Scalpel: How Intuitive Surgical and Medtronic Are Positioning for the AI-Driven Future of Surgery

While fully autonomous robotic surgeons remain on the horizon, the foundational technology and data ecosystems being built today are setting the stage for a transformative shift. Two industry giants, Intuitive Surgical and Medtronic, offer investors distinct pathways to capitalize on this evolving landscape.

Jan 30, 2026

Business

Polaris Sees Analyst Target Trim Despite Solid Q4 Performance, as Guidance Disappoints

Seaport Research has lowered its price target for Polaris Inc. (PII) following a strong fourth quarter overshadowed by softer-than-expected forward guidance. The firm maintains a Buy rating, citing the company's market share gains and operational improvements amidst ongoing tariff challenges.

Jan 30, 2026

Business

Fifth Third Bancorp Sees Price Target Boost After Strong Q4, Though Long-Term Forecast Trimmed

Truist Securities raised its price target on Fifth Third Bancorp (FITB) following a robust quarterly performance driven by loan growth and fee income, while slightly adjusting its long-term earnings outlook due to acquisition timing and tax considerations.

Jan 30, 2026

Business

Cocoa Price Retreat Offers Breather for Mondelez, Morgan Stanley Sees Clearer Path to Earnings Growth

As cocoa futures pull back from historic highs, Morgan Stanley boosts its price target for snack giant Mondelez International, citing improved earnings visibility. The firm maintains an Overweight rating, highlighting the company's resilient financials and shareholder returns amidst lingering sales growth uncertainties.

Jan 30, 2026

Business

Palantir Earnings Preview: Options Traders Brace for 9%+ Stock Swing

As Palantir Technologies prepares to report Q4 results, options markets signal significant volatility ahead, with the stock's AI-driven rally facing a reality check amid shifting investor focus.

Jan 30, 2026

Business

Medicare Advantage Squeeze: Are CVS and Humana's Dividend Stocks Now a Buy?

New CMS reimbursement rates are pressuring Medicare Advantage profits, sending shares of Humana and CVS Health lower. We analyze whether the sell-off presents a buying opportunity for dividend investors or signals deeper structural challenges.

Jan 30, 2026

Business

Markets Slip as Trump's Fed Chair Pick Stokes Policy Uncertainty

U.S. stocks extended losses into a third session as investors weighed the potential implications of Kevin Warsh's nomination to lead the Federal Reserve, capping a volatile week of trading.

Jan 30, 2026

Business

Hong Kong Fund Takes Major $39 Million Stake in Webull, Betting Big on Fintech Turnaround

Yong Rong (HK) Asset Management has placed a concentrated bet on online brokerage Webull Corporation, making it the fund's largest U.S. equity holding and signaling confidence in the platform's long-term prospects amid a challenging market.

Jan 30, 2026