Siebert Financial

Business

Waymo Secures $16B at $126B Valuation, Navigating Growth Amid Safety Scrutiny

The autonomous vehicle leader Waymo has catapulted to a $126 billion valuation after a massive $16 billion funding round, marking its transition from a moonshot project to a commercial-scale operation. Yet, this financial milestone arrives as the company faces intensified regulatory pressure following a series of incidents involving its robotaxis and school buses.

Feb 4, 2026

Business

From Rent to Mortgage: How Homeownership Reshapes Your Tax Landscape

The transition from renting to owning a home brings a significant shift in tax strategy. While new deductions become available, experts caution that the financial advantages extend beyond April 15th and require a long-term view.

Feb 4, 2026

Business

Bristow Group (VTOL): The Undervalued Workhorse of Offshore Energy

Amid a resurgent offshore energy sector, Bristow Group Inc., the global leader in helicopter services, presents a compelling investment case. Trading at a significant discount to peers and backed by long-term contracts, the company's financial resilience and market dominance are often overlooked by the market.

Feb 4, 2026

Business

Nvidia's AI Chip Exports to China Hit Regulatory Snag as U.S. Security Review Drags On

Sales of Nvidia's advanced H200 AI chips to Chinese customers remain stalled nearly two months after export approval, caught in a prolonged U.S. interagency security review amid concerns over technology diversion, according to a Financial Times report.

Feb 4, 2026

Business

First Majestic Silver's Strategic Gatos Acquisition Fuels Record Output, Dividend Hike

First Majestic Silver Corp. has bolstered its production profile and financial strength through the completed acquisition of Gatos Silver, leading to record silver output, enhanced cash flow, and an announced dividend increase. The deal reshapes the investment thesis for the company as its shares trade near CA$30.

Feb 4, 2026

Business

From Telecom to Tech Titan: Kyivstar's Super-App Ambitions Fuel Bullish Investor Sentiment

Despite operating in a war-torn economy, Ukraine's leading telecom operator Kyivstar Group Ltd. is rapidly transforming into a digital ecosystem powerhouse. With its stock trading at a significant discount, analysts point to its 'super-app' strategy and robust financials as a compelling growth story.

Feb 4, 2026

Business

ESCO Technologies Set to Report Q4 Earnings Amid Strong Industrial Sector Momentum

Engineered products manufacturer ESCO Technologies (ESE) is poised to release its fourth-quarter financial results after market close on Thursday, with analysts projecting robust year-over-year revenue growth and steady earnings performance.

Feb 4, 2026

Business

Stanley Black & Decker: A Bullish Bet on a Dividend King's Turnaround

Amidst a challenging macro environment, Stanley Black & Decker (SWK) is attracting investor attention with a compelling income-generating strategy and a fortified financial foundation. This analysis delves into the bull case, examining the tools giant's cost-cutting drive, resilient brand power, and a derivative play that offers a high-conviction entry point.

Feb 4, 2026

Business

Power Integrations Set to Report Q4 Earnings Amid Mixed Industry Signals

Power Integrations (NASDAQ:POWI) is scheduled to release its fourth-quarter financial results after market close on Thursday, with analysts anticipating a slight year-over-year revenue decline. The report comes as the analog semiconductor sector shows investor optimism despite uneven performance among key players.

Feb 4, 2026

Business

Elastic's AI-Powered Growth Story Gains Traction Amid Market Skepticism

Despite a recent stock pullback, Elastic N.V. (ESTC) is showcasing robust financial performance and strategic momentum in the AI-search era, driven by cloud expansion and enterprise adoption.

Feb 4, 2026

Business

Applied Materials Poised for AI-Driven Surge as Chip Demand Accelerates

Semiconductor equipment giant Applied Materials (AMAT) is demonstrating remarkable resilience and strategic positioning to capitalize on the next wave of AI infrastructure spending, with strong financials and a deep technological moat signaling potential upside.

Feb 4, 2026

Business

FirstCash Earnings Preview: Pawn Giant Faces Market Test Amid Sector Volatility

FirstCash Holdings is set to report quarterly earnings Thursday morning, with Wall Street anticipating double-digit revenue growth. The pawn and personal loan operator's results arrive as the broader financial services sector navigates a turbulent market landscape.

Feb 4, 2026

Business

Paylocity Set to Report Q4 Earnings Amid Sector-Wide Pressure

HR and payroll software provider Paylocity (PCTY) is scheduled to release its fourth-quarter financial results after Thursday's market close, with investors watching for signs of resilience in a challenging environment for tech stocks.

Feb 4, 2026

Business

Ares Management Set to Report Q4 Earnings Amid Market Volatility

Alternative investment giant Ares Management (ARES) is scheduled to release its fourth-quarter financial results before Thursday's market open, with analysts anticipating strong year-over-year revenue growth despite recent sector headwinds.

Feb 4, 2026

Business

Ralph Lauren Set to Report Q4 Earnings Amid Slowing Growth Forecast

The iconic fashion house Ralph Lauren (NYSE:RL) is scheduled to release its fourth-quarter financial results before Thursday's market open. Analysts project a slowdown in revenue growth compared to last year's strong performance, setting the stage for a closely watched report.

Feb 4, 2026

Business

Jack Henry Deepens Banking Tech Moat with Banno Platform Enhancements

The financial technology provider's latest integrations for its Banno Digital Platform aim to deliver richer data and embedded controls for community banks and credit unions, potentially strengthening client retention in a competitive landscape.

Feb 4, 2026

Business

Lenovo Bets on AI-Powered Meeting Rooms in Strategic Huddly Partnership

Lenovo unveils new AI-driven meeting room solutions at ISE 2026, integrating its ThinkSmart Core platform with Huddly's intelligent AV systems. The move strengthens its enterprise collaboration play, but analysts question its immediate impact on the tech giant's financial outlook.

Feb 4, 2026

Business

Trade Desk CFO's Sudden Exit Raises Questions on Leadership and Strategy

The Trade Desk announced the resignation of its Chief Financial Officer, appointing Chief Accounting Officer Tahnil Davis as interim CFO. The move comes as the digital advertising platform navigates a shifting landscape of privacy rules and competition with tech giants.

Feb 4, 2026

Business

Plug Power's Pivot: Can Restructuring and Policy Tailwinds Fuel a Turnaround?

After years of investor skepticism over heavy losses, hydrogen fuel cell pioneer Plug Power is showing early signs of operational and financial discipline. With a streamlined strategy and reinforced balance sheet, the company aims to transition from a cash-burn narrative to one of execution and margin improvement.

Feb 4, 2026

Business

Varonis Navigates 'Two Companies' Transition, Pivots Focus to Pure SaaS Growth

Varonis Systems detailed its strategic pivot during its Q4 2025 earnings, highlighting a fast-growing SaaS segment against a shrinking legacy business. The company announced new financial disclosures and an acquisition to bolster its AI security offerings as it aims to complete its transition to a 100% SaaS model by the end of 2026.

Feb 4, 2026