Stock Market Volatility

Business

Applied Optoelectronics Bets Big on AI Infrastructure with Major 800G Wins and Texas Expansion

Applied Optoelectronics (AAOI) is positioning itself at the forefront of the AI infrastructure build-out, securing a significant 800G transceiver order from a hyperscale customer and expanding its Texas manufacturing footprint. While these moves signal strong revenue momentum, they also amplify existing concerns over customer concentration and profitability.

Jan 30, 2026

Business

Cullen/Frost Bankers Surpasses Q4 Expectations, Expands Buyback Amid Strong Texas Growth

Cullen/Frost Bankers (NYSE: CFR) reported robust fourth-quarter results, beating analyst estimates on earnings and revenue. The Texas-based regional bank also announced a new $300 million share repurchase program and raised its guidance, fueling a debate on whether its current valuation fully reflects its growth trajectory.

Jan 30, 2026

Business

Honeywell Accelerates Aerospace Spin-Off to Q3 2026 Amid Record Orders, Reshaping Investor Outlook

Honeywell International posts a robust Q4 with record orders and backlog, while announcing an accelerated timeline to spin off its core Aerospace business as a standalone public company by late 2026, a move set to redefine its investment profile.

Jan 30, 2026

Business

Warsh Nomination Sends Silver into Historic Tailspin, Calms Inflation Fears

Silver prices plunged by a record 30% in a single session after President Trump nominated former Fed Governor Kevin Warsh to lead the central bank, a move seen as tempering expectations for aggressive rate cuts and bolstering the dollar.

Jan 30, 2026

Business

Deckers Outpaces Forecasts as HOKA and UGG Power Strong Q4 Finish

Footwear giant Deckers Brands posted quarterly revenue and profit that handily beat Wall Street estimates, driven by surging global demand for its HOKA and UGG labels. The company raised its full-year outlook, citing robust direct-to-consumer growth and international momentum.

Jan 30, 2026

Business

Salesforce's AI Agentforce Drives Analyst Confidence, Hits $500M ARR Milestone

Citizens JMP reaffirms its bullish stance on Salesforce, citing the explosive growth of its AI platform Agentforce and strong enterprise adoption as key catalysts for sustained outperformance.

Jan 30, 2026

Business

Gallagher Boosts Dividend While Maintaining Aggressive Acquisition Strategy

Insurance broker Arthur J. Gallagher raises its quarterly dividend, rewarding shareholders even as it continues to pursue an active mergers and acquisitions pipeline, signaling confidence in its dual strategy of capital returns and growth.

Jan 30, 2026

Business

29Metals Secures A$150m Lifeline, Shares Jump 9% – Is the Turnaround Now on Firmer Ground?

The ASX-listed miner's heavily discounted rights issue aims to shore up its balance sheet after a period of steep losses, but analysts are divided on whether the fresh capital marks a new beginning or merely delays deeper challenges.

Jan 30, 2026

Business

Jim Cramer Sees 25-Point Upside for Intel as Turnaround Gains Momentum

CNBC's Jim Cramer suggests Intel shares could surge significantly, as the chipmaker's strategic overhaul and analyst upgrades fuel investor optimism amid a 140% yearly gain.

Jan 30, 2026

Business

Deckers Outdoor Soars on Strong Quarterly Results, Lifts Full-Year Outlook

Shares of Deckers Outdoor surged over 17% Friday after the footwear and apparel company reported robust Q3 earnings, driven by full-price selling across its UGG and HOKA brands and prompting an upward revision to its annual forecast.

Jan 30, 2026

Business

USA Rare Earth Secures Major CHIPS Act Funding, Prompting Analyst Price Target Surge

USA Rare Earth Inc. (NASDAQ: USAR) sees its price target significantly raised by Canaccord Genuity and Benchmark following a landmark $1.6 billion commitment from the U.S. CHIPS Program, accelerating its plans to build a domestic rare earth supply chain.

Jan 30, 2026

Business

Global Sugar Glut Deepens, Sending Prices to Multi-Year Lows

Sugar futures tumbled further this week, with New York prices hitting a 2.5-month low and London white sugar sinking to a five-year trough, as analysts warn of swelling global surpluses driven by record harvests in Brazil and India.

Jan 30, 2026

Business

Clear Street Boosts Critical Metals Target to $20 on Saudi Rare Earth Venture

Analyst firm Clear Street has raised its price target for Critical Metals Corp. (CRML) to $20, citing a strategic joint venture with a Saudi industrial group to build a rare earth processing facility. The move aims to diversify supply chains away from China and support Western defense needs.

Jan 30, 2026

Business

Deutsche Bank Bets Big on CoreWeave, Upgrades to 'Buy' with $140 Target Ahead of Key Report

Deutsche Bank has upgraded AI infrastructure provider CoreWeave to 'Buy,' significantly raising its price target to $140, citing a strong medium-term outlook and capacity expansion plans backed by a deepened partnership with Nvidia.

Jan 30, 2026

Business

Guggenheim Backs AtaiBeckley with Buy Rating, $11 Target, Citing Breakthrough Potential in Mental Health

Guggenheim Securities has initiated coverage of clinical-stage biopharma AtaiBeckley with a Buy rating and an $11 price target, highlighting its leadership in next-generation psychiatric treatments following its merger with Beckley Psytech.

Jan 30, 2026

Business

Geron Sees Price Target Cut to $3 by TD Cowen Ahead of Q4, But Buy Rating Stays

Analyst Tara Bancroft of TD Cowen lowered the firm's price target on Geron Corporation (GERN) from $4 to $3, maintaining a Buy rating ahead of the biotech's fourth-quarter results. The move reflects a model update as the company navigates mixed commercial progress for its blood cancer drug RYTELO.

Jan 30, 2026

Business

Morgan Stanley Downgrades Gogo Outlook as 5G Rollout Meets Industry Uncertainty

Analysts remain divided on Gogo Inc.'s trajectory as the in-flight connectivity provider navigates its 5G network launch against a backdrop of strategic shifts and evolving satellite technology debates.

Jan 30, 2026

Business

Century Therapeutics Gains Analyst Confidence with Extended Cash Runway and Key IND Submission on Horizon

Piper Sandler raises its price target for Century Therapeutics (IPSC), highlighting the biotech firm's robust financial position extending into 2029 and an upcoming Investigational New Drug application for its lead cell therapy candidate, CNTY-813.

Jan 30, 2026

Business

Maxim Group Reiterates Bullish Stance on Strive (ASST), Sees 50% Upside to $1.50 Target

Investment firm Maxim Group reaffirms its Buy rating and $1.50 price target for Strive Inc., following the company's transformative acquisition of Semler Scientific, which positions it as a major corporate Bitcoin holder and expands its healthcare tech footprint.

Jan 30, 2026

Business

Amazon Announces 16,000 Job Cuts: A Strategic Pivot or Sign of Strain?

Amazon is set to eliminate 16,000 corporate roles, marking its largest workforce reduction since 2023. As the tech giant streamlines operations and doubles down on AI, investors are weighing the long-term strategy against near-term turbulence.

Jan 30, 2026