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Ultragenyx's Gene Therapy Milestone: A Turning Point for Sanfilippo Syndrome and the Biotech's Future?

New long-term data for Ultragenyx Pharmaceutical's UX111 gene therapy shows promise in halting cognitive decline in Sanfilippo syndrome type A, coinciding with a key FDA resubmission. While the development marks a significant scientific advance, it unfolds against a backdrop of persistent financial pressures for the company.

Feb 5, 2026

Business

Autodesk Bets Big on AI and Cloud: Can Its Tech Pivot Forge a Lasting Edge?

A recent J.P. Morgan upgrade spotlights Autodesk's strategic shift towards cloud-native platforms and generative AI. While analysts see potential in high-growth sectors like data centers, questions remain about execution and its premium valuation in a competitive market.

Feb 5, 2026

Business

Alphabet Bets Big on AI: Plans Up to $185 Billion in Capital Spending to Fuel Tech Arms Race

Google's parent company Alphabet is set to nearly double its capital expenditure this year, committing up to $185 billion primarily for AI infrastructure, as it vies for dominance against rivals like OpenAI and Meta.

Feb 5, 2026

Business

Tech Selloff a 'Garage Sale,' Says Wedbush's Ives, Highlighting 5 AI-Linked Stocks to Buy Now

Amid a sharp downturn in software shares, Wedbush analyst Dan Ives argues the selloff is overblown and presents a buying opportunity for key players like Microsoft and Palantir, despite lingering market fears over AI's disruptive impact.

Feb 5, 2026

Business

Amgen's Rally Raises Valuation Questions: Is the Biotech Giant Still Undervalued?

Amgen's stock has surged over 27% in the past year, prompting investors to scrutinize whether its current price still reflects the underlying business value. A deep dive into cash flow and earnings models suggests a potential disconnect.

Feb 5, 2026

Business

Clorox Bets on Purell Acquisition and Tech Overhaul Amid Earnings Pressure

Clorox moves to acquire GOJO Industries, maker of Purell, while wrapping up a major ERP system upgrade. The strategic plays come as the household goods giant navigates softer sales and intensifying competition in the health and hygiene space.

Feb 5, 2026

Business

Amazon's Second Wave of Tech Layoffs Sweeps California, Impacting Over 1,000 Corporate Roles

Amazon's latest round of job cuts, part of a global restructuring, has landed heavily in California, with 27 offices across the state affected and the Bay Area bearing a significant brunt.

Feb 5, 2026

Business

Autoliv Forges China Tech Alliance While Streamlining Operations and Boosting Shareholder Returns

Automotive safety giant Autoliv announces a strategic joint venture with China's Hangsheng Electric to develop next-generation safety electronics, concurrent with aggressive cost-cutting measures and a substantial share repurchase program, signaling a multifaceted strategy to bolster its market position.

Feb 5, 2026

Business

Sagimet's Denifanstat Clears Phase 3 Acne Hurdle: Is the Biotech's Valuation Poised for a Rerating?

Sagimet Biosciences shares are back in focus following positive late-stage trial results for its acne drug candidate Denifanstat. With the stock showing volatile performance but a promising long-term return, investors are weighing its current valuation against significant future potential and inherent pipeline risks.

Feb 5, 2026

Business

Excel Force MSC Berhad: Is the Fintech Stock Fairly Valued?

A discounted cash flow analysis suggests Excel Force MSC Berhad (KLSE:EFORCE) trades close to its intrinsic value of RM0.16 per share. We examine the assumptions behind the model and what investors should consider beyond the numbers.

Feb 5, 2026

Business

UPS Bets on RFID Tech to Sharpen Competitive Edge in Logistics Race

UPS is equipping all 5,500 of its retail stores with RFID tracking, a significant expansion of its automation drive aimed at improving package visibility and reducing errors. The move highlights the company's focus on operational efficiency as it vies for higher-margin commercial clients in a competitive landscape dominated by FedEx and Amazon.

Feb 5, 2026

Business

Jim Cramer Defends Amazon, Says Market Underestimates Tech Giant Ahead of Earnings

CNBC's Jim Cramer voiced strong support for Amazon.com Inc. ahead of its quarterly report, arguing the e-commerce and cloud computing leader does not receive the market respect it deserves despite fierce competition.

Feb 4, 2026

Business

Tech Rout Sparks Rotation: Why Market Strategists See a 'Healthy' Broadening Beyond Big Tech

As the Nasdaq stumbles, a significant shift in capital flows suggests a long-awaited market rotation is underway, with defensive and value sectors gaining favor.

Feb 4, 2026

Business

Axon Enterprise Plunges 20%: Is This a Buying Opportunity for the Public Safety Tech Leader?

Following a sharp post-earnings sell-off, Axon Enterprise (AXON) faces questions about its premium valuation. Yet, management's long-term vision and the company's unique market position have some investors seeing a potential entry point.

Feb 4, 2026

Business

Beyond the Ring: Why Oura and Tech Giants Are Betting Big on Subscriptions Despite Consumer Pushback

As subscription models become ubiquitous from smart rings to cars, companies like Oura defend recurring fees as essential for innovation, even as consumers grapple with 'subscription creep' and mounting monthly bills.

Feb 4, 2026

Business

OpenAI's Royalty Gambit: Why Biotech Firms Are Unlikely to Bite on AI-for-Drug-Revenue Deals

OpenAI's proposal to trade its AI software for a cut of future drug revenues faces steep odds, analysts say, as the real bottlenecks in medicine lie far beyond the discovery phase.

Feb 4, 2026

Business

Nextech3D.ai Soars into Corporate Training with High-Stakes Flight Simulators

The AI-powered 3D modeling firm expands its Krafty Lab enterprise platform by integrating advanced aviation simulations, including an F-35 fighter jet experience, targeting leadership development and premium corporate events.

Feb 4, 2026

Business

Beyond Eylea: Why Regeneron's Deep Pipeline and Antibody Tech Could Signal a Buying Opportunity

As Regeneron Pharmaceuticals shares trade significantly off recent highs, a closer look reveals a company built for sustained innovation. With its foundational VelociSuite platform, a diversified portfolio led by Dupixent, and a fortress balance sheet, analysts argue the current valuation may not fully capture its long-term potential.

Feb 4, 2026

Business

8x8 Shares Soar on Strong Earnings, Defying Recent Tech Sector Jitters

Cloud communications firm 8x8 (EGHT) surged over 43% after posting Q4 results that handily topped analyst forecasts, fueled by robust demand for its AI-powered customer experience platform and an upbeat revenue outlook.

Feb 4, 2026

Business

Bitcoin's Tether to Software Stocks Tightens as AI Anxiety Rattles Tech Sector

Bitcoin's price action is increasingly mirroring that of beleaguered software equities, with analysts pointing to shared vulnerabilities in the face of artificial intelligence's disruptive rise.

Feb 4, 2026