Facing a challenging retail climate, brands at the Salon International de la Lingerie doubled down on heritage storytelling, shapewear innovation, and versatile categories like loungewear to support retailers, while navigating market softness and shifting consumer definitions of sensuality.
With its stock near 52-week highs, Western Digital prepares to unveil its AI-driven storage roadmap at a pivotal New York event, seeking to transition its narrative from cyclical recovery to structural growth.
Despite a challenging year that saw Nike's shares fall sharply, a majority of analysts maintain a cautiously optimistic outlook, betting on the sportswear giant's long-term brand strength and innovation pipeline to fuel a recovery.
A wave of selling has hit enterprise software giants, with sector leaders like SAP and Salesforce shedding billions in market value. The trigger? Microsoft's latest earnings revealed a slowdown in its cloud growth, but the deeper unease stems from AI's potential to disrupt the very foundations of the SaaS business model.
The AI-as-a-Service (AIaaS) market is witnessing significant growth, fueled by cloud innovation and corporate demand for scalable AI solutions. While data privacy remains a hurdle, the integration of generative AI and tailored platforms is accelerating adoption across industries.
Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.
The home and security products leader raises its quarterly payout, offering a 1.9% yield. While cash flow coverage appears solid, analysts note the company's mixed dividend history and point to future earnings growth as a key sustainability factor.
Schneider National's Q4 2025 earnings fell short of expectations, pressured by a sharp late-year drop in freight demand and severe weather. While acknowledging near-term challenges, executives pointed to early signs of market normalization and detailed strategic cost actions aimed at positioning the carrier for an eventual upcycle.
Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.
While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.
Avery Dennison (AVY), the often-overlooked materials science giant, is drawing investor attention with its pivot to high-margin digital identification solutions and a rock-solid financial profile. With intelligent labels driving growth and a dividend that has increased for 15 consecutive years, the company presents a case for resilient, innovation-led expansion.
Amidst a global push for reliable, carbon-free power, Centrus Energy Corp. (LEU) emerges as a critical supplier in the nuclear fuel chain. With its stock trading near backlog value and recent financial developments reducing execution risk, analysts see a clear path for growth, particularly as AI and data center energy demands surge.
XRP has found a tentative footing above $1.50 after a market slump, but on-chain data reveals the recovery is being driven by speculative, short-term holders, casting doubt on its sustainability and highlighting key resistance levels ahead.
Hong Kong-listed digital asset platform OSL Group has raised $200 million in fresh equity capital, earmarked for acquisitions and international growth in its regulated stablecoin trading and payments ecosystem, signaling a major push as institutional interest in blockchain-based finance intensifies.
The United States and India have announced a significant trade agreement, dramatically reducing tariffs after months of tension. The deal, linked to India halting Russian oil purchases, aims to boost bilateral trade and supply chain diversification.
A severe, AI-driven shortage of memory chips is creating a windfall for storage manufacturers, with analysts predicting a multi-year upcycle as data center demand overwhelms supply.
Shares of Super Micro Computer (SMCI) advanced Thursday after Rosenblatt Securities reiterated its Buy rating, with investors eyeing potential benefits from NVIDIA's next-generation AI chips and easing supply constraints.
A surge of newly unlocked tokens from major projects including Hyperliquid, XDC Network, and Berachain is set to hit the market in the first week of February 2026, potentially testing investor sentiment and liquidity.
May soft red winter wheat futures are trending higher, supported by concerns over winterkill damage in key producing regions and ongoing Black Sea supply disruptions, presenting a potential buying opportunity for traders.
As the AI revolution matures from software promise to physical infrastructure, two industry giants reveal the staggering capital demands behind the hype. Nvidia tempers expectations on a landmark OpenAI investment, while Oracle unveils a massive fundraising plan, together sketching a future where financing may be as crucial as innovation.
