TD Cowen

Business

Brazilian Education Giant Afya Shows Strong Fundamentals, But Can It Deliver for Investors?

Afya Ltd., a leading medical education group in Brazil, is demonstrating robust financial health with a rising Return on Capital Employed (ROCE) and significant capital expansion. While its stock has faced headwinds, the underlying operational metrics suggest a company efficiently reinvesting for growth, presenting a potential opportunity for value-focused investors.

Feb 2, 2026

Business

Institutional Investors Hold the Reins at Marten Transport, Comprising 61% of Ownership

A deep dive into the shareholder structure of Marten Transport, Ltd. (NASDAQ:MRTN) reveals a landscape dominated by institutional investors, whose collective actions can significantly sway the stock's trajectory. With the CEO also holding a substantial stake, we examine the balance of power and what it means for the company's future.

Feb 2, 2026

Business

India's 2026 Budget Doubles Down on Crypto Rules: 30% Tax Stays, New Penalties Introduced for Reporting Lapses

India's latest budget proposal maintains its stringent 30% tax on crypto gains and 1% TDS, while introducing a new penalty regime for non-compliance with transaction reporting, including daily fines and a flat $545 charge for errors.

Feb 2, 2026

US

Weekend Rundown: Boy, 5, Released from Immigration Custody as Broader Policy Battle Rages On

A five-year-old boy, whose detention made him a symbol of U.S. immigration enforcement, has been released with his father. Their case highlights the ongoing political stalemate over border policy and government funding, with a partial shutdown looming.

Feb 2, 2026

Business

RenaissanceRe Q4 Earnings Preview: Can the Reinsurer Maintain Momentum Amid Market Uncertainty?

RenaissanceRe Holdings Ltd. (RNR) is set to release its fourth-quarter financial results after Tuesday's market close. Investors will be watching closely to see if the Bermuda-based reinsurer can sustain its recent outperformance in a volatile sector.

Feb 2, 2026

US

Venezuelan Opposition Leader Machado Projects Optimism in Washington Amidst Political Turmoil; Immigration Tensions Simmer at Home

In an exclusive 'Face the Nation' interview, Nobel laureate María Corina Machado discusses Venezuela's future after U.S. intervention, while domestic debates over ICE tactics and a partial government shutdown highlight deepening political divisions.

Feb 2, 2026

Business

End of an Era: Eddie Bauer Files for Bankruptcy, Shuttering 200 North American Stores

The iconic outdoor retailer Eddie Bauer is preparing to file for Chapter 11 bankruptcy, a move that will close its entire fleet of roughly 200 physical stores across the U.S. and Canada. While its e-commerce and wholesale operations will live on, the decision marks a dramatic retreat from the mall landscape it helped define for decades.

Feb 2, 2026

Business

Deckers Defies Skeptics: HOKA and UGG Powerhouse Stuns Market with Blowout Quarter, Fueling Rally in 'Forgotten' Growth Stock

Amid a brutal year for apparel stocks, Deckers Outdoor delivered a stunning earnings beat, sending shares soaring 19%. The performance of its HOKA and UGG brands, coupled with raised guidance, suggests Wall Street's pessimism may have been overblown for this long-term winner.

Jan 31, 2026

Business

Imperial Oil Caps 2025 with Record Cash Flow and Major Dividend Hike, Weathers Operational Headwinds

Imperial Oil Ltd. reported robust fourth-quarter results, generating nearly $1.4 billion in free cash flow and announcing its largest-ever nominal dividend increase. Despite weather disruptions at its Kearl oil sands operation, the company highlighted record annual production and a disciplined capital return strategy that saw $4.6 billion returned to shareholders in 2025.

Jan 31, 2026

Business

FTAI Aviation Soars: Can the High-Flying Stock Maintain Altitude After 167% Rally?

FTAI Aviation Ltd. has captivated investors with a staggering 167% surge, driven by explosive revenue growth and a unique hybrid model. But with a sky-high valuation, the market debates whether this aviation equipment leader is poised for a smooth cruise or facing turbulent air ahead.

Jan 30, 2026

Business

Beyond the Frontier: Is Undervalued Telecom Giant VEON Poised for a Digital Breakout?

Amidst a challenging macro landscape, telecom operator VEON Ltd. is posting robust growth in its core frontier markets while aggressively expanding its digital ecosystem. With a valuation significantly below peers, analysts are debating whether the market is overlooking a hidden gem or rightly pricing in geopolitical risks.

Jan 30, 2026

World

Nationwide Protests Erupt as Federal Immigration Crackdown Sparks Civil Unrest

A wave of protests and student walkouts swept across the United States on Friday, demanding the withdrawal of federal immigration agents from Minnesota following fatal shootings, as political tensions threaten a government shutdown.

Jan 30, 2026

Business

Hong Kong Asset Manager Makes Bold $32 Million Wager on XPeng, Allocating Nearly 10% of Portfolio to Chinese EV Maker

Yong Rong (HK) Asset Management Ltd. has taken a significant concentrated position in XPeng Inc., signaling strong conviction in the smart EV maker's recovery and long-term prospects within China's competitive automotive market.

Jan 30, 2026

Business

Valuation Check: Is Micro-Mechanics (Holdings) Trading at a Fair Price?

A deep dive into the intrinsic value of Micro-Mechanics (Holdings) Ltd. (SGX:5DD) using a Discounted Cash Flow model suggests the stock is trading close to its estimated fair value of S$1.83, presenting a nuanced picture for investors.

Jan 30, 2026

Business

Hitachi's Digital Pivot: Leadership Overhaul and Share Buyback Signal Strategic Shift, Investors Weigh Risks

Hitachi, Ltd. announces a ¥100 billion share repurchase and a sweeping leadership reshuffle across its core divisions, sharpening its focus on digital and AI-driven growth. While the move underscores a commitment to shareholder returns and a transformed future, analysts caution that execution risks and a premium valuation loom large.

Jan 30, 2026

Business

Wix Announces $2 Billion Buyback, Analysts See Upside Despite Sector Headwinds

Wix.com Ltd. has launched a major share repurchase program as its stock trades near multi-year lows. While analysts have trimmed price targets, many maintain bullish ratings, citing significant upside potential and a more resilient outlook for SaaS companies in the face of AI disruption.

Jan 30, 2026

World

Graham's Legal Gambit: Senator Holds Up Spending Bill in Push for Right to Sue Government

Senator Lindsey Graham has stalled a bipartisan funding deal to avert a shutdown, demanding the restoration of a controversial provision allowing lawmakers to sue the Justice Department for damages—a move critics decry as a self-serving scheme.

Jan 30, 2026

Business

Bunge Shares Surge to Three-Year Peak as Agribusiness Giant Rides Market Momentum

Global agribusiness leader Bunge Ltd. (BG) reached a fresh three-year high this week, buoyed by strong technical indicators and sustained momentum in the essential food supply chain sector, even as analyst price targets remain widely dispersed.

Jan 30, 2026

Business

Prediction Markets Surge as Coinbase Expands Access and U.S. Regulators Signal Rule Overhaul

A pivotal week for prediction markets saw Coinbase partner with Kalshi to offer event contracts nationwide, while the CFTC moved to establish clearer regulatory standards. Meanwhile, traders sharply increased bets on a potential U.S. government shutdown.

Jan 30, 2026

Business

Deckers Defies Doubters: Hoka and Ugg Power Record Q3, Sending Shares Skyward

Fueled by surging global demand for its Hoka and Ugg brands, Deckers Outdoor Corp. posted a robust third-quarter performance that surpassed expectations, driving its stock price up sharply and assuaging recent Wall Street concerns over growth sustainability.

Jan 30, 2026