Supply and Demand

Business

Aon's €260M Climate Fund Fuels Investor Debate: Strategic Pivot or Valuation Stretch?

Aon plc (NYSE: AON) is in the spotlight following the launch of a major emerging markets climate transition fund with Irish Life Investment Managers. The move expands its sustainable investment footprint to over €1 billion as analysts scrutinize whether its current share price fully reflects future growth prospects amid a mixed performance backdrop.

Jan 30, 2026

Business

Dollar's Four-Year Low Raises Questions About Its Global Dominance

The U.S. dollar's recent plunge to multi-year lows has unsettled markets, fueling debate over the currency's future and the economic policies driving its decline.

Jan 30, 2026

Business

Cramer's Salesforce Praise Meets Market Skepticism: A Tale of Two Software Giants

CNBC's Jim Cramer lauds Salesforce's operational strength, yet the stock, alongside peer ServiceNow, faces persistent 'multiple compression' as Wall Street reevaluates growth expectations for mature software leaders.

Feb 2, 2026

Business

Cramer Advises Caution on Rubrik: "Wait for the Shakeout"

CNBC's Jim Cramer offered a measured take on data security firm Rubrik (NYSE:RBRK), suggesting investors wait for market volatility to settle before considering a position, while highlighting the crowded nature of the sector.

Feb 2, 2026

Business

Cramer Cools on Novo Nordisk: 'It's a Hold, Not a Buy' After Stellar Run

CNBC's Jim Cramer tempered enthusiasm for Novo Nordisk stock, suggesting investors hold rather than buy after its massive gains driven by blockbuster weight-loss drugs.

Feb 2, 2026

Business

EPAM Systems: AI Hype Fuels Stock Rebound, But Valuation Questions Loom

EPAM Systems' stock has surged over 30% in three months, riding a wave of AI optimism. Yet, this rebound contrasts sharply with longer-term declines, leaving investors to weigh if the current price fully reflects future growth or overlooks persistent risks in the IT services sector.

Feb 2, 2026

Business

BioNTech Shares Slip as Analyst Downgrade Cools Cancer Vaccine Hype

BioNTech's stock faces pressure following a Leerink Partners downgrade, which tempered near-term optimism around its oncology pipeline after a recent rally. The move highlights investor reassessment of catalysts amid mixed long-term performance.

Feb 2, 2026

World

Iran's Political Rift Widens as Former President Rouhani Calls for Major Reforms Amid Protest Fallout

Former Iranian President Hassan Rouhani has issued a stark warning to the regime, urging sweeping reforms to address public grievances as internal divisions surface following a deadly crackdown on protests. The rare public criticism from within the establishment highlights growing tensions ahead of renewed nuclear talks.

Feb 2, 2026

World

Moscow Warns Western Troops in Ukraine Would Be 'Legitimate Targets'

Russia's Foreign Ministry issued a stark warning on Monday, stating any deployment of foreign military forces or infrastructure in Ukraine would be considered an intervention, making those forces lawful targets for Russian strikes.

Feb 2, 2026

US

Second Missing Teen from Virginia Behavioral Health Center Located Safely, Search Intensifies for Third

Authorities confirm 12-year-old Forever Scott has been found safe following her disappearance from a Portsmouth facility. The search continues for a 16-year-old girl as concerns mount over the safety of vulnerable youth in institutional care.

Feb 2, 2026

World

France's 2026 Budget Clears Parliament After Government Survives No-Confidence Votes

The French government has secured parliamentary approval for its 2026 budget, ending a months-long impasse after Prime Minister Sebastien Lecornu weathered a series of no-confidence motions. The passage followed strategic concessions to the Socialist party, a key swing bloc.

Feb 2, 2026

Business

Wall Street's Bitcoin Bet: Are Main Street Investors Too Late to the Party?

Despite recent price volatility, major financial institutions are building significant positions in Bitcoin ETFs, signaling a shift in the asset's perception from speculative gamble to a potential strategic holding.

Feb 2, 2026

Business

NorthWestern Energy's Valuation Under Scrutiny Ahead of Earnings

As NorthWestern Energy Group (NWE) approaches its quarterly report, a surge in share price has investors questioning whether optimism has outpaced fundamentals. With shares trading above analyst targets, the debate centers on future growth prospects versus current valuation concerns.

Feb 2, 2026

Business

Suze Orman's Retirement Safety Net: Why You Need More Cash Than You Think

Financial expert Suze Orman challenges conventional retirement targets, urging a defensive cash reserve of three to five years' expenses to shield against market volatility.

Feb 2, 2026

Business

AI Infrastructure Spending Set to Soar Past $500 Billion, Spotlighting Data Center Giant Equinix

As hyperscalers double down on AI, data center REITs like Equinix emerge as a stable, dividend-paying avenue for investors seeking exposure to the infrastructure backbone of the boom.

Feb 2, 2026

Business

Venezuela's Oil Exports Surge in January as U.S. Eases Sanctions, Data Reveals

Venezuelan oil exports jumped to nearly 800,000 barrels per day in January, rebounding from a low of 498,000 bpd in December, following a U.S. policy shift that allowed key traders to resume shipments, according to tanker tracking data.

Feb 2, 2026

Business

Belichick's $1M Request: Why Tim Tebow Holds No Grudge After Patriots Stint

In a revealing interview, former NFL quarterback Tim Tebow recounts how coach Bill Belichick asked him to decline a seven-figure endorsement deal—only to be cut days later. Yet, a decade on, Tebow expresses admiration, not bitterness, toward the legendary coach.

Feb 2, 2026

Analysis: Trump Tariffs Add to Consumer Costs, Slowing Inflation's Decline

A new economic report finds that while inflation has cooled, recent tariff policies have kept prices higher than they otherwise would be, as the Supreme Court weighs the legality of the measures.

Feb 2, 2026

Business

Carbon Markets Veteran Ryan King Joins Climate Impact Partners as Chief Growth Officer

Climate Impact Partners bolsters its leadership team with the appointment of Ryan King, former CCO of carbon removal firm Undo Carbon, signaling aggressive expansion plans in the evolving voluntary carbon market.

Feb 2, 2026

Business

Hedge Fund AIGH Capital Exits Entire MaxLinear Stake in $17.8 Million Sale

AIGH Capital Management has liquidated its entire position in semiconductor firm MaxLinear, a move that coincides with the chipmaker's recent strong quarterly earnings report, raising questions about the fund's strategy.

Feb 2, 2026