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Business

Lumentum Posts Record Quarter as AI Infrastructure Demand Fuels Optical Component Surge

Lumentum Holdings Inc. (NASDAQ: LITE) reported its highest-ever quarterly revenue for Q2 2026, driven by surging demand for its optical components from AI and cloud infrastructure builders. The company also announced a landmark order for its next-generation Co-Packaged Optics technology, signaling a strategic shift in its role within high-performance computing supply chains.

Feb 5, 2026

US

MTA Chief's 'Shut Up' Outburst Caps Heated Budget Hearing Over Subway Security Contract

A New York State budget hearing descended into chaos as lawmakers grilled MTA Chairman Janno Lieber over a $35 million private security contract, with tensions boiling over into shouted interruptions and a demand for an apology.

Feb 5, 2026

Business

Beyond the Hype: Can Lemonade's AI-Driven Model Finally Deliver Profits?

A detailed analysis of the bullish investment thesis for insurtech disruptor Lemonade, Inc. (LMND), examining its path to profitability, AI-powered scaling, and the significant challenges that remain.

Feb 5, 2026

Business

Crocs Stock: A Contrarian Bet on Comfort and Cash Flow

Despite lingering skepticism over its HEYDUDE acquisition, Crocs, Inc. (CROX) presents a compelling value case. With a rock-bottom valuation, aggressive buybacks, and resilient international growth, the iconic clog maker is betting that its financial discipline can outshine fashion risk.

Feb 5, 2026

Business

Ripple Secures Key European License, Yet XRP Price Defies Regulatory Momentum

Ripple's acquisition of a full Electronic Money Institution license in Luxembourg marks a significant expansion of its regulated footprint in Europe. However, the price of its associated digital asset, XRP, continues to slide, underscoring a persistent disconnect between corporate milestones and token valuation.

Feb 5, 2026

Business

Bezos' Washington Post Slashes Staff, Sparking Media Scramble and Ownership Speculation

Deep cuts at The Washington Post have triggered industry-wide alarm and calls for Jeff Bezos to sell, but sources close to the billionaire suggest a sale is not imminent. The void left by the Post's retreat is already being filled by new ventures and displaced journalists.

Feb 5, 2026

Business

Starbucks Reports Turnaround Signs Amid Strategic Shift, But Analysts Question Valuation

Starbucks shows early signs of recovery with positive comparable sales, but Motley Fool analysts debate whether the stock's premium price aligns with its moderated growth trajectory. The discussion also covers General Motors' steady performance and the speculative rally in silver markets.

Feb 5, 2026

Business

Tariffs' Toll: Fayetteville Small Businesses Struggle to Survive One Year Into Trade Policy Shift

A year after the implementation of sweeping tariffs on imports, small business owners in the Fayetteville area describe a sustained squeeze on profits, with some dipping into personal savings to stay afloat amidst rising costs and complex supply chains.

Feb 5, 2026

Business

BCE Slashes Dividend in Strategic Pivot, Bets Big on U.S. Fiber with Ziply Acquisition

In a landmark shift, Canadian telecom giant BCE has cut its dividend for the first time in decades, using the proceeds from selling its MLSE stake to fund a major U.S. fiber expansion. The move signals a new capital allocation strategy focused on debt reduction and high-growth infrastructure, reshaping its return profile for investors.

Feb 5, 2026

Business

Stride Doubles Down on Career Training Boom, Announces Major Share Repurchase

Online education provider Stride Inc. reports surging growth in its career-focused learning segment, prompting a raised profit outlook and a substantial new stock buyback program, even as it navigates ongoing technical challenges.

Feb 5, 2026

Business

CIMB Group's Fair Value Rises to MYR 8.71 as Analysts Refine Growth Outlook

Analysts have nudged up the fair value estimate for CIMB Group Holdings, reflecting a slightly more optimistic view of its future cash flows, though growth assumptions remain tempered. The adjustment signals cautious confidence in the Malaysian banking giant's trajectory.

Feb 5, 2026

Business

GDB Holdings Berhad: A Value Play in Construction or a Value Trap?

Shares of Malaysian construction firm GDB Holdings Berhad have surged over 10% recently, yet still trade at a significant discount to industry peers. With muted profit growth on the horizon, investors are weighing whether its low valuation presents a buying opportunity or signals underlying risks.

Feb 5, 2026

Business

AYER Holdings Stock Rises Amid Strong Fundamentals: Is the Rally Sustainable?

Shares of AYER Holdings Berhad (KLSE:AYER) gained 4.1% in the past month, outpacing the broader market. Analysts point to the company's solid return on equity and aggressive earnings reinvestment as potential drivers behind the recent investor confidence.

Feb 5, 2026

Business

T. Rowe Price Navigates Market Headwinds: Strong Returns Offset Client Outflows in 2025

Despite facing significant net client outflows and ongoing fee pressure, T. Rowe Price Group reported a 4.2% rise in full-year adjusted EPS to $9.72, buoyed by higher average assets under management and robust market returns. CEO Rob Sharps acknowledged a challenging environment for active managers but pointed to strategic growth in ETFs, alternatives, and new partnerships as key to future momentum.

Feb 5, 2026

Business

Tenable Surpasses Forecasts as AI Security Fears Drive Platform Adoption

Cybersecurity firm Tenable posted stronger-than-expected Q4 and full-year 2025 results, crediting robust demand for its Tenable One platform fueled by corporate urgency to manage AI-related risks. The company also announced an expanded share buyback program and provided an outlook that projects it will cross the $1 billion annual revenue threshold in 2026.

Feb 5, 2026

Business

Warsh's Fed: Goldman Sachs Sees Rate Cuts on Horizon Despite Hawkish Reputation

As Kevin Warsh prepares to take the helm from Jerome Powell, Goldman Sachs analysts argue the nominee's focus on AI-driven disinflation could lead to a more accommodative policy stance than his history suggests, forecasting two rate cuts in 2026.

Feb 5, 2026

US

Louisiana's 'Teacher of the Year' Faces New Charges in Widening Student Conduct Scandal

A Louisiana middle school teacher, recently honored as 'Teacher of the Year,' has been arrested on additional charges related to alleged inappropriate conduct with a former student, deepening a scandal that has rocked the local school district.

Feb 5, 2026

US

Federal Prosecutors Add Terrorism Charges in Fatal Shooting Outside D.C. Jewish Museum

A Chicago man accused of killing two Israeli Embassy staffers in a May shooting now faces new terrorism-related counts, which could result in a mandatory life sentence, according to federal authorities.

Feb 5, 2026

Business

Wolfspeed Charts New Course Post-Restructuring, Betting on AI and Diversification Beyond EVs

Emerging from Chapter 11, Wolfspeed reports Q2 FY2026 results, highlighting a strategic pivot towards AI data centers, industrial energy, and aerospace while navigating near-term EV market softness. The company touts a strengthened balance sheet and progress in 300mm wafer technology.

Feb 5, 2026

Business

NETGEAR Posts First Annual Revenue Growth Since 2020, Fueled by Enterprise Shift and Record Margins

NETGEAR (NTGR) reported its first year of revenue growth in five years for fiscal 2025, driven by a strategic pivot to higher-margin enterprise solutions and subscription services. The company achieved record gross margins and returned to full-year non-GAAP profitability, even as its consumer segment faced headwinds.

Feb 5, 2026