Silver Stream

Business

Frasers' Growing Stake and Sports Direct Rollout Spark Fresh Scrutiny of Accent Group's Value

Accent Group's strategic partnership with UK retail giant Frasers, including a planned rollout of Sports Direct stores in Australia, is drawing investor focus as it promises to reshape the footwear retailer's earnings profile. The move comes amid volatile share price performance, raising questions about the company's current valuation.

Jan 30, 2026

Business

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

As Comcast shares languish near multi-year lows, a stark divide emerges between its market price and fundamental valuations. We examine whether the telecom and media giant's cash flow potential justifies a contrarian bet.

Jan 30, 2026

Business

Trump's Tariff Threat Sends Bombardier Shares Tumbling, Rattles Aviation Sector

Shares in Canadian aerospace giant Bombardier plunged 9% following former U.S. President Donald Trump's threat to impose 50% tariffs and decertify its aircraft, escalating trade tensions and sparking alarm across the North American aviation industry.

Jan 30, 2026

Business

Navigating Market Uncertainty: Vanguard's Low-Cost Utility ETF Offers a Defensive Haven for 2026

As equity markets show signs of fatigue after a prolonged bull run, defensive sectors like utilities are gaining attention. The Vanguard Utilities ETF (VPU), with its low cost and stable dividend yield, presents a compelling option for investors seeking to buffer their portfolios against potential volatility.

Jan 30, 2026

Business

UBS Backs Rithm Capital with Buy Rating, Sees Strategic Growth in $16 Billion Acquisition Spree

UBS initiates coverage on Rithm Capital with a Buy rating and a $16 price target, highlighting the REIT's aggressive acquisition strategy—including the purchases of Paramount Group and Crestline—as a key driver for expanding its asset management footprint and unlocking shareholder value.

Jan 30, 2026

Business

Progress Software Surges on Strong Earnings, Analyst Upgrades

Progress Software Corporation (PRGS) sees bullish sentiment from Wall Street following its Q4 2025 results, with analysts highlighting its growing recurring revenue and strategic positioning in the enterprise software market.

Jan 30, 2026

Business

Truist Trims Tesla Target to $438, Maintains Hold as AI Pivot Weighs on Margins

Truist Securities has slightly lowered its price target on Tesla shares to $438, citing the significant capital expenditure required for the automaker's aggressive shift towards AI and robotics, despite a solid Q4 performance.

Jan 30, 2026

Business

SEALSQ Bolsters French Tech Presence with 200-Strong Team Across Three Key Hubs

Semiconductor security firm SEALSQ deepens its investment in France, now employing around 200 specialists across its Toulouse, Aix-en-Provence, and Grenoble offices, positioning the country as a core R&D center for its post-quantum cryptography and secure chip technologies.

Jan 30, 2026

Business

U.S. Regulators and Lawmakers Signal Major Shift Toward Crypto Framework

In a landmark day for digital asset policy, U.S. regulators unveiled a coordinated initiative while a key Senate committee advanced market structure legislation, signaling a potential end to years of regulatory uncertainty.

Jan 30, 2026

Business

Disney Taps Wall Street Veteran Ben Swinburne for Key Strategy and Investor Role

The Walt Disney Company has appointed former Morgan Stanley media analyst Benjamin Swinburne to lead its investor relations and corporate strategy divisions, a move seen as strengthening its financial communications amid industry transformation.

Jan 30, 2026

Business

Equifax Bets on AI and Verified Data to Deepen Its Moat, But Can It Justify the Premium?

Equifax is expanding beyond traditional credit reporting with a new suite of AI-powered fraud detection and income verification tools. While this strategic push aims to embed the company deeper into the lending ecosystem, analysts remain divided on whether it's enough to support its current valuation amid high debt and execution risks.

Jan 30, 2026

Business

Beyond GLP-1: Eli Lilly Diversifies Pipeline with Autoimmune, Gene Editing Deals and Cancer Therapy Win

Eli Lilly bolsters its long-term growth strategy through two new R&D partnerships and a key regulatory milestone for an ovarian cancer drug, signaling a strategic push beyond its blockbuster diabetes and obesity treatments.

Jan 30, 2026

Business

Enphase Energy Announces Restructuring and New Storage Partnership Amid Investor Scrutiny

Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.

Jan 30, 2026

Business

Diageo Considers Exiting Indian Cricket, Weighs Sale of Royal Challengers Bengaluru IPL Franchise

Global spirits giant Diageo is exploring a sale of its high-profile Indian Premier League cricket franchise, Royal Challengers Bengaluru, as part of a strategic review of its Indian assets. Major private equity firms are circling, signaling strong interest in one of sports' most valuable properties.

Jan 30, 2026

Business

Salesforce Secures Major Army AI Contract, Launches Wildfire Tech Venture in Strategic Pivot

Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.

Jan 30, 2026

Business

Trimble Bolsters Midwest Footprint Through Strategic Partnership with West Side Tractor Sales

Trimble expands its distribution network in key Midwestern markets by appointing West Side Tractor Sales Co. as a new authorized technology outlet and reseller, enhancing local access to its precision construction solutions for John Deere equipment users.

Jan 30, 2026

Business

KeyBanc Stays Cautious on Charter as Broadband Wars Intensify

KeyBanc Capital Markets maintains a Sector Weight rating on Charter Communications, warning of heightened competitive pressures from fiber expansion and potential subscriber losses ahead of the company's Q4 earnings.

Jan 30, 2026

Business

Workday's AI Ambitions Face Critical Test as 2026 Looms, Analysts Say

Goldman Sachs initiates coverage on Workday with a Neutral rating, citing a crowded core market and a slower-than-expected AI strategy rollout. The firm identifies 2026 as a pivotal year for the HR and finance software giant to prove its technological evolution.

Jan 30, 2026

Business

RBC Capital Bullish on Marvell's AI and Data Center Prospects, Sets $105 Price Target

RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.

Jan 30, 2026

Business

Job Market Stalls: 2025 Layoffs Hit Pandemic Highs, With Slow Recovery Forecast for 2026

The U.S. labor market faced its toughest year since the pandemic in 2025, with layoffs soaring to 1.2 million. Economists warn of an 'uncomfortably slow' rebound in 2026, leaving job seekers navigating a landscape of fierce competition and hiring freezes.

Jan 30, 2026