Sumitomo Metal Mining

Business

Woodward Soars on Strong Q1, But Is the Aerospace Supplier's Rally Running Out of Fuel?

Aerospace and defense component maker Woodward, Inc. (WWD) is commanding investor attention following a robust first-quarter earnings beat, a significant dividend hike, and an upgraded full-year outlook. The strong results have propelled the stock to new highs, reigniting the debate over its valuation in a rapidly evolving industry.

Feb 3, 2026

Business

Beyond the Headlines: Three ASX Penny Stocks Poised for Growth Amid Market Uncertainty

As the RBA's policy decisions loom, investors are scouring the market for resilient opportunities. We spotlight three ASX-listed penny stocks—Aura Energy, Beam Communications, and Count Limited—each with a market cap over A$10 million, offering a blend of high-risk potential and strategic positioning in their respective sectors.

Feb 3, 2026

Business

Markets Regain Footing After Turbulent Sell-Off, Boosted by Robust US Factory Data

Global equities and commodities staged a broad recovery on Tuesday, shaking off a pan-Asian rout triggered by a hawkish Fed nominee and geopolitical jitters. The rebound was anchored by surprisingly strong US manufacturing figures, offering a respite to bruised investors.

Feb 3, 2026

US

DHS Chief Noem to Face Congress Amid Scrutiny Over Minnesota Immigration Operations

Homeland Security Secretary Kristi Noem will testify before House and Senate committees in March, as lawmakers probe the administration's immigration enforcement tactics following the fatal shootings of two U.S. citizens in Minnesota.

Feb 3, 2026

Business

Gold Rebounds Sharply After Historic Plunge, Chinese Buyers Step In

Gold prices staged a significant recovery on Tuesday, regaining some ground after a historic two-day sell-off. The focus now shifts to Chinese retail investors, whose appetite for bargain-hunting ahead of the Lunar New Year could be pivotal for the market's near-term direction.

Feb 3, 2026

Business

NVR Stock: A Tale of Two Timelines – Strong Long-Term Gains Mask Near-Term Valuation Concerns

NVR's shares have climbed to over $7,700, buoyed by recent gains. Yet, this short-term momentum sits alongside a flat one-year return, raising questions about whether the homebuilder's premium valuation is justified in the face of a cooling housing market.

Feb 3, 2026

Business

Johnson Controls Stock Soars 62% in a Year: Is the Rally Justified or Overheated?

Shares of building technologies giant Johnson Controls International have surged over 60% in the past year, dramatically outperforming the broader market. As the stock hovers near $123, investors are grappling with a critical question: does the current price reflect the company's true value, or has momentum outpaced fundamentals? A deep dive into valuation metrics suggests caution may be warranted.

Feb 3, 2026

Business

Beyond the Big Tech Earnings: Why AI Infrastructure Deals Are Stealing the Spotlight

As hyperscalers like Amazon prepare to report earnings, the focus is shifting from quarterly sales to massive capital investments in AI infrastructure and strategic partnerships with GPU-as-a-service providers.

Feb 3, 2026

US

Federal Judge Halts Termination of Haitian TPS, Sparing 350,000 from Deportation

A federal judge has indefinitely blocked the Trump administration's plan to end Temporary Protected Status for Haitians, delivering a reprieve to hundreds of thousands of immigrants and sharply criticizing the decision as 'arbitrary' and potentially racially motivated.

Feb 3, 2026

World

India Bets Big on Rare Earths and Clean Energy in $10 Billion Push to Counter China's Dominance

India's latest budget outlines a massive strategic pivot, channeling over $10 billion into domestic rare earths processing and clean energy. The move aims to secure critical mineral supply chains and boost nuclear power, reducing reliance on foreign sources, particularly China.

Feb 3, 2026

Business

MSC Industrial Direct: An Overlooked Industrial Distributor With a Durable Moat

Amidst a volatile market, MSC Industrial Direct (NYSE: MSM) presents a compelling case for value investors. With a legacy dating back to 1941 and a strategic foothold in the critical MRO sector, the company's disciplined capital allocation and resilient cash flows suggest underlying strength often missed by the broader market.

Feb 3, 2026

Business

Natural Resource Partners L.P.: The Overlooked MLP Building a 'Fortress' Balance Sheet

Amid a challenging environment for traditional energy, Natural Resource Partners L.P. (NRP) is generating robust free cash flow from its vast mineral rights portfolio, aggressively paying down debt, and positioning for a potential dividend resurgence. With a unique asset base including carbon sequestration rights, some analysts see a compelling value story unfolding.

Feb 3, 2026

Business

American Resources Corporation: A High-Stakes Bet on U.S. Rare Earth Independence

A deep dive into the bullish investment thesis for American Resources Corporation (AREC), which hinges on its proprietary rare earth processing technology and a pivotal $1.4 billion U.S. government partnership aimed at reducing reliance on China.

Feb 3, 2026

US

Bongino Returns to Airwaves, Defends FBI's Epstein Review and Blasts 'Doomers' in MAGA Ranks

In his first podcast since leaving the FBI, former co-deputy director Dan Bongino staunchly defended the agency's handling of the Jeffrey Epstein files, attacked internal critics, and revealed details of a conversation with former President Donald Trump, who suggested his media platform might be more valuable than his government post.

Feb 3, 2026

Business

Hokuetsu's Leadership Shake-Up and Sales Revamp: A Turnaround Bet or a Risky Pivot?

Following a significant boardroom reshuffle and a strategic overhaul of its sales divisions, Japanese paper giant Hokuetsu (TSE:3865) finds itself at a critical juncture. With its stock showing signs of undervaluation against a backdrop of volatile returns, investors are weighing the potential of its new direction against the risks of execution.

Feb 3, 2026

Business

Crane Stock: Fairly Valued or Flying Too High After a 700% Surge?

Crane Company's shares have soared over 700% in three years, but recent volatility has investors questioning if the rally is sustainable. A deep dive into valuation metrics reveals a complex picture where traditional models clash.

Feb 3, 2026

Business

Palantir Posts Record Revenue Amid Controversial ICE Contracts, Defying Wall Street Forecasts

The data analytics firm's quarterly results soared past estimates, fueled by surging government contracts. CEO Alex Karp touts 'iconic' performance while facing renewed scrutiny over the company's role in immigration enforcement.

Feb 3, 2026

Business

AXT, Inc.: The Unseen Semiconductor Play Powering the AI Infrastructure Boom

As data centers scramble to upgrade for the AI era, a critical bottleneck has emerged in optical communications. AXT, Inc., a specialist in compound semiconductor substrates, finds itself at the center of this shift, leveraging a unique supply chain advantage to meet explosive demand for indium phosphide.

Feb 3, 2026

Business

Streaming Under Pressure: Why FuboTV Faces a Critical Test in 2026

As YouTube TV prepares a direct assault on the sports streaming market, analysts warn that FuboTV's core business model is under unprecedented threat. With subscriber growth stagnating and financial pressures mounting, the company's path to profitability looks increasingly narrow.

Feb 3, 2026

Business

The Teak Dilemma: Sanctions and Scarcity Force a High-Stakes Shift in Superyacht Decking

With prized Burmese teak off-limits due to sanctions and old-growth stocks dwindling, the luxury yacht industry is accelerating its search for viable—and sustainable—alternatives, from engineered woods to advanced synthetics.

Feb 3, 2026