Tech Evolution

Business

Credo Technology: The Quiet Backbone Powering the AI Boom

As AI infrastructure scales, reliability becomes paramount. Credo Technology Group, once a niche connectivity player, is now seeing explosive growth as its solutions become critical to preventing costly failures in hyperscale data centers. With revenue soaring over 270% and margins expanding, the debate is whether Credo is a cyclical beneficiary or the foundational 'toll road' of modern AI computing.

Feb 3, 2026

Business

Deep Value or Value Trap? The Bull Case for Ad-Tech's Criteo Amid Market Skepticism

Criteo S.A. (NASDAQ: CRTO), the ad-tech firm, is trading at near-historic low valuations, sparking a debate among value investors. While its legacy business faces well-documented headwinds, its growing Retail Media segment and aggressive capital returns present a potential asymmetric opportunity, according to a bullish thesis gaining traction online.

Feb 3, 2026

Business

HCI Group: The Florida Insurer Defying Odds with Tech and Tight Control

Amid a turbulent Florida property insurance market, HCI Group has engineered a remarkable turnaround. Its vertically integrated, technology-driven model is delivering record margins and attracting bullish investor attention, presenting a compelling case in a high-risk sector.

Feb 3, 2026

Business

Amprius Technologies at an Inflection Point: Silicon Anode Pioneer Scales for Broader Market

As new leadership takes the helm, battery innovator Amprius Technologies is pivoting its high-energy-density silicon anode technology from niche aerospace applications toward the mass electric mobility market, backed by a new manufacturing strategy and surging revenue.

Feb 3, 2026

Business

Analysts Reset Target for Priority Technology Holdings Amid Takeover Speculation

Wall Street analysts have revised the price target for Priority Technology Holdings (PRTH) to $11, while maintaining a steady fair value estimate, as the firm navigates a mixed earnings quarter and ongoing ownership developments.

Feb 3, 2026

Business

Tenet Healthcare Takes Full Control of Conifer in $1.9B Deal, Betting Big on Tech Overhaul

Tenet Healthcare has completed a transaction to fully reclaim Conifer Health Solutions, aiming to supercharge the unit's technology and service expansion. The move consolidates a key revenue platform as Tenet rides a multi-year stock surge.

Feb 3, 2026

Business

BioNTech Bolsters Leadership with Chief People Officer Hire, Signaling Strategic Pivot to Oncology

BioNTech appoints Kylie Jimenez as its first Chief People Officer, a strategic move aimed at building the organizational and cultural backbone for its ambitious transition into a multi-product oncology company by 2030.

Feb 3, 2026

Money Monday: Navigating the 2026 Car Market – Costs, Tech, and What Buyers Need to Know

As vehicle ownership expenses climb, prospective buyers face a transformed automotive landscape. From shifting pricing models to emerging technologies, here’s how to prepare for your next purchase.

Feb 2, 2026

Business

Kforce Signals Tech Staffing Rebound as AI Drives Demand for Flexible Talent

Kforce reports stronger-than-expected Q4 2025 results, citing the highest sequential growth in its tech business since 2022. The company sees early signs of a market recovery, fueled by client demand for flexible talent to tackle AI-driven projects and foundational IT work.

Feb 2, 2026

Business

Meta Faces Patent Lawsuit Over Smart Glasses Tech, Casting Shadow on Wearables Strategy

Meta Platforms is hit with a patent infringement lawsuit by Solos Technology, targeting core components of its smart glasses. The legal challenge could disrupt product development and partnerships in a key growth area for the tech giant.

Feb 2, 2026

Business

Hussman Strategic Advisors Exits Position in Biotech Firm TG Therapeutics

Investment firm Hussman Strategic Advisors has liquidated its entire stake in TG Therapeutics, a move that comes as the biotech's stock lags behind broader market gains despite reporting strong revenue growth for its flagship product.

Feb 2, 2026

Business

Trump Administration Eyes Overhaul of Financial Data Privacy Rules, Potentially Reshaping Fintech Landscape

The Trump administration is preparing to review key data-sharing provisions within the Dodd-Frank Act, a move that could redefine privacy standards between traditional banks and financial technology firms like Venmo and Plaid, and alter the competitive balance of the financial sector.

Feb 2, 2026

Business

Tech CEO Navigates AI Uncertainty: Why She's Still Backing Computer Science for the Next Generation

HubSpot CEO Yamini Rangan acknowledges the breakneck pace of change in tech roles but argues the core value of education—learning how to think and solve problems—remains timeless, even as she guides her own son into the field.

Feb 2, 2026

World

Palantir CEO Defends Surveillance Tech Amid Soaring Government Sales, ICE Scrutiny

As Palantir Technologies reports a massive surge in U.S. government revenue, CEO Alex Karp publicly defends the company's controversial surveillance platforms, insisting they contain safeguards against overreach. The defense comes amidst growing public and political scrutiny over its contracts with immigration enforcement agencies.

Feb 2, 2026

Business

Supercomnet's Five-Year Plunge: A Cautionary Tale for Malaysian Tech Investors

While long-term investing remains a cornerstone strategy, Supercomnet Technologies Berhad (KLSE:SCOMNET) serves as a stark reminder of its pitfalls. Shareholders who invested five years ago are facing a 63% total loss, starkly underperforming the broader market and raising questions about the disconnect between company performance and stock valuation.

Feb 2, 2026

Business

SpaceX to Absorb Musk's xAI in Bid to Create Integrated Tech Powerhouse

Elon Musk consolidates his ventures as SpaceX moves to acquire artificial intelligence firm xAI, aiming to merge space technology with advanced AI under a single corporate roof.

Feb 2, 2026

Business

Arabica Edges Higher Amid Technical Rebound, While Robusta Hits Four-Week Low

Coffee markets diverged on Monday as arabica futures found modest support from technical buying, but robusta prices slumped to a four-week low. The mixed performance comes amid favorable rains in Brazil boosting yield prospects, while surging Vietnamese exports pressure the robusta market.

Feb 2, 2026

Business

SoFi's Billion-Dollar Milestone: Is the Fintech's Valuation Running Ahead of Reality?

SoFi Technologies dazzles with its first $1 billion revenue quarter and a push into crypto payments, but a stark valuation gap has emerged, raising questions about whether its stock price has already outpaced its growth narrative.

Feb 2, 2026

Business

Palantir's Surveillance Tech Faces Scrutiny as Government Contracts Fuel Record Growth

Amid surging government revenue and public protests over its ICE contracts, Palantir CEO Alex Karp defends the company's controversial surveillance technology, framing it as a safeguard against state overreach rather than an enabler.

Feb 2, 2026

Business

Erasca Soars 460% in a Year: A Biotech Bet Riding on Hope and High Stakes

Clinical-stage biotech Erasca (ERAS) has seen its stock skyrocket over the past 12 months, hitting a multi-year high. While technical momentum is strong, the company remains pre-revenue, with its fate tied to future drug approvals, presenting a classic high-risk, high-reward scenario for investors.

Feb 2, 2026