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Business

IDEAYA Biosciences: Market Jitters or Justified Correction? Analyzing the Valuation Divide

IDEAYA Biosciences shares have retreated from recent highs, sparking debate among investors. While a discounted cash flow model suggests deep undervaluation, price-to-sales metrics paint a contrasting picture of a premium stock. We examine the numbers behind the volatility and what it signals for the precision oncology company's future.

Feb 2, 2026

Business

Palantir's AI Tools for ICE Tip Processing Emerge Ahead of Critical Earnings Report

A newly disclosed DHS document reveals Palantir is providing generative AI to U.S. Immigration and Customs Enforcement to sort and summarize enforcement tips, highlighting the firm's deepening government integration just days before its Q4 earnings release.

Feb 2, 2026

Business

Main Street Capital's Dual Dividend Strategy: A Reliable Income Stream or a Risk in Disguise?

Main Street Capital (NYSE: MAIN) stands out in the BDC sector with its unique policy of paying monthly dividends supplemented by periodic special payouts. While appealing to income-focused investors, this approach raises questions about the sustainability of its cash flows and the underlying health of its portfolio in a shifting economic landscape.

Feb 2, 2026

Business

A Warsh-Led Fed: Banking's Golden Promise or Political Mirage?

Regional banks like Fifth Third are betting on a historic profit surge if Kevin Warsh reshapes the Fed. But Wall Street warns his ambitious plan to slash rates and shrink the balance sheet faces fierce internal and political headwinds, threatening market stability.

Feb 2, 2026

Business

Microvast's Five-Year Plunge: Battery Maker's Stock Tumbles 88% Amid Sector Headwinds

Despite solid revenue growth, Microvast Holdings (NASDAQ: MVST) has seen its share price collapse over the past five years, erasing billions in market value and testing the patience of long-term investors.

Feb 2, 2026

Business

NVIDIA CEO Jensen Huang Commits to Major OpenAI Investment, Dismisses Rift Rumors

Amid intense competition and financial pressure, NVIDIA's CEO reaffirms a "huge investment" in OpenAI, countering reports of dissatisfaction with the AI pioneer's business model as the industry's funding frenzy continues.

Feb 2, 2026

Business

Navigating the 2026 Tax Season: A Crypto Investor's Survival Guide

As the IRS sharpens its focus on digital assets, experts warn that new reporting forms and stringent tracking requirements make accurate crypto tax filing more critical than ever. Missteps could lead to severe penalties.

Feb 2, 2026

Business

From Main Street to Silicon Valley: The 50 Brands That Built America

As the United States approaches its 250th anniversary, USA TODAY examines the enduring legacy of the companies that shaped the nation's culture, economy, and global identity.

Feb 2, 2026

Business

Beyond the AI Hype: Why Apple and Berkshire Hathaway Anchor a Prudent Portfolio for 2026

Amid market volatility driven by AI speculation, a seasoned investor makes the case for a dual-anchor strategy built on Apple's surging iPhone sales and Berkshire Hathaway's formidable $378 billion cash reserve.

Feb 2, 2026

Business

Alphabet's $110 Billion Bet on Waymo Signals a Strategic Pivot Beyond 'Other Bets'

Alphabet's planned $13 billion investment in Waymo, valuing the self-driving unit at $110 billion, challenges the long-held view of its moonshot projects as mere financial drains and positions autonomous driving as a core future asset.

Feb 2, 2026

Business

Buffett's 2016 Bets: A Decade Later, Apple Outshines Even Berkshire Hathaway

A retrospective analysis reveals the staggering returns from Warren Buffett's key 2016 investments, with a stake in Apple vastly outperforming his own conglomerate and the broader S&P 500 index over ten years.

Feb 2, 2026

Business

Disney's Q1 Earnings: Streaming Surges, Parks Shine, But Investor Enthusiasm Remains Muted

The Walt Disney Company's latest quarterly results surpassed Wall Street's modest expectations, yet its stock failed to rally. While its Experiences division continues to be a profit powerhouse and streaming turns a corner, broader challenges and a shrinking 'beat' margin leave investors watching for a catalyst.

Feb 2, 2026

Business

Warsh's Fed Dilemma: Navigating Growth, Inflation, and a Faltering Labor Market

If confirmed, incoming Fed Chair Kevin Warsh will inherit a booming yet bifurcated economy. Despite strong GDP growth and a surging stock market, stagnant hiring and sinking consumer confidence present a policy puzzle where interest rate cuts may offer no easy fix.

Feb 2, 2026

Business

Ioneer's $72 Million Equity Raise: A Strategic Lifeline or Dilution Dilemma for Nevada's Rhyolite Ridge?

Australian miner ioneer has secured A$72 million in fresh capital to advance its flagship Nevada lithium-boron project. While the funds de-risk near-term construction, the discounted share placement sparks debate over strategic leverage versus shareholder dilution in a critical minerals race increasingly shaped by U.S. industrial policy.

Feb 2, 2026

Business

LiveWire Group's Long-Term Investors Face Steep 79% Decline as Stock Tumbles

Shareholders in Harley-Davidson's electric motorcycle spinoff, LiveWire Group, have seen their holdings erode dramatically over five years, with a recent $55 million weekly loss adding to the pain. The company's ongoing revenue contraction raises fundamental questions about its path to profitability in the competitive EV market.

Feb 2, 2026

Business

Meta's AI Ambitions Fuel Record Capital Spending, With $135 Billion Forecast for 2026

Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.

Feb 2, 2026

Business

SEC Overhauls PCAOB Leadership, Appoints Demetrios Logothetis as New Chair

The U.S. Securities and Exchange Commission has ushered in a new era for the accounting watchdog, naming a fresh chair and three board members tasked with refocusing the PCAOB on its core mission of investor protection.

Feb 2, 2026

Business

SoFi's Lending Engine: A Trillion-Dollar Opportunity Just Getting Started

SoFi Technologies' record loan originations in Q4 2026 are just the beginning. With a foothold in personal, student, and home loans, the fintech giant is poised to capture a massive share of multi-trillion-dollar markets, driven by refinancing demand and cross-selling to its growing member base.

Feb 2, 2026

Business

Tesla's European Slump Deepens as Budget Model Strategy Fails to Gain Traction

Tesla's sales decline in Europe continues despite new lower-cost models, while industry buzz swirls around a hotly denied report of potential Ford-Xiaomi collaboration. Meanwhile, U.S. dealers show surprising pragmatism toward the EV transition.

Feb 2, 2026

Business

C3.ai Remains a Lightning Rod in AI Investment Debate Amid Capital Concerns

While Apis Capital's flagship fund posted stellar 2025 returns, its latest investor letter spotlights the ongoing divergence of opinion on AI pure-plays like C3.ai, where heavy investment needs clash with market expectations for profitability.

Feb 2, 2026