Tech Sector

Business

Casey's General Stores: Is the High-Flying Convenience Chain Still a Buy After a 53% Rally?

Casey's General Stores shares have surged over 50% in the past year, leaving investors to question if the rally has run its course. A deep dive into valuation metrics reveals a stock trading near fair value by some measures, but at a significant premium to peers based on traditional multiples, highlighting the market's high expectations for the Midwest retailer.

Feb 4, 2026

Business

LendingClub Beats Earnings Estimates, But Analysts Probe Deeper in Q4 Call

LendingClub's Q4 revenue and earnings surpassed Wall Street forecasts, yet a sharp stock sell-off followed. While management touted strong loan growth and credit performance, analysts on the earnings call zeroed in on rising costs, the sustainability of momentum, and strategic pivots.

Feb 4, 2026

Business

Beyond the Beat: Five Key Analyst Questions That Defined Textron's Q4 Earnings Call

Despite surpassing revenue and earnings estimates, Textron's stock fell post-Q4 results. Analysts probed management on supply chain resilience, backlog conversion, and the strategic roadmap amid mixed signals from the aviation and defense markets.

Feb 4, 2026

US

Federal Probe Launched After Suspected Biolab Uncovered in Las Vegas Residence

A suspected clandestine biolaboratory discovered in a Las Vegas home has triggered a multi-agency federal investigation, with authorities linking the site to a previously arrested California biolab operator.

Feb 4, 2026

Business

Michael Burry Sounds Alarm on Bitcoin's 'Death Spiral,' Warns of Contagion Risk to Corporate Treasuries

The investor famed for predicting the 2008 crash warns Bitcoin's sharp decline could trigger a self-reinforcing liquidation cycle, straining balance sheets of corporate holders and miners, with potential spillover effects into tokenized commodities.

Feb 4, 2026

Business

Gold Giants Newmont and Barrick Tumble: A Buying Opportunity or a Trap?

A sharp sell-off in gold and mining stocks, triggered by Fed chair nomination fears, has investors questioning if the plunge in giants like Newmont and Barrick presents a strategic entry point or signals deeper trouble.

Feb 4, 2026

Business

GE Vernova Beats Q4 Estimates on Gas and Grid Demand, But Wind Woes Linger

GE Vernova's fourth-quarter results topped analyst forecasts, fueled by strong gas power contracts and record electrification orders. While a growing backlog signals robust demand, a U.S. halt on offshore wind activity pressured the segment's bottom line, setting the stage for a pivotal year ahead.

Feb 4, 2026

Business

Beyond the Headline Numbers: Five Key Analyst Questions from United Rentals' Q4 Call

United Rentals' Q4 earnings disappointed the market, sending shares lower. While management cited specific cost pressures, analysts probed deeper into the sustainability of growth, margin trajectory, and capital allocation in a shifting economic landscape.

Feb 4, 2026

Business

Beyond the Beat: Five Analyst Queries That Defined Stifel's Strong Quarter

Stifel Financial's Q4 earnings surpassed expectations, driven by record wealth management recruiting and a resilient institutional business. The real story, however, emerged from the analyst Q&A, probing the sustainability of growth and future market positioning.

Feb 4, 2026

Business

Beyond the Miss: Five Analyst Probes That Defined Waste Management's Earnings Call

Despite a Q4 earnings miss that rattled investors, Waste Management's leadership pointed to strategic cost controls and long-term operational upgrades. The real story, however, unfolded during the analyst Q&A, revealing the pressures and priorities shaping the waste giant's path forward.

Feb 4, 2026

Business

Beyond the Numbers: Five Analyst Questions That Defined Lam Research's AI-Driven Quarter

Lam Research's Q4 earnings showcased strong growth fueled by AI demand, but analysts' probing questions revealed the challenges and strategic pivots ahead for the semiconductor equipment giant.

Feb 4, 2026

Business

Robinhood Shares Tumble 12% in January as Crypto Volatility Weighs on Trading Platform

Robinhood Markets saw its stock decline sharply last month, closely mirroring a downturn in cryptocurrency markets and raising questions about its heavy exposure to digital assets.

Feb 4, 2026

Business

Nvidia CEO Jensen Huang Eyes OpenAI IPO Investment, Dismisses Rift Rumors as "Nonsense"

Nvidia's Jensen Huang expressed strong interest in backing a potential OpenAI public offering, while firmly rejecting reports of tension between the AI chip giant and the ChatGPT maker, calling speculation "nonsense."

Feb 4, 2026

World

Era of Nuclear Restraint Ends as New START Treaty Expires, Unleashing Uncharted Arms Race

The expiration of the last major U.S.-Russia nuclear arms control treaty ushers in a perilous new chapter, removing caps on the world's largest arsenals for the first time in over 50 years and raising fears of a destabilizing three-way arms race.

Feb 4, 2026

Business

Quantum Computing's Looming Threat: Could Crypto's Encryption Armor Crumble?

The rise of quantum computing poses a fundamental challenge to the cryptographic foundations of Bitcoin and other digital assets, forcing investors and governments to confront a potentially existential security risk.

Feb 4, 2026

Business

California Bets $115 Million on Plug-and-Play Home Electrification

A new state initiative aims to accelerate the market for plug-in heat pumps and battery-powered induction stoves, targeting cost savings and grid resilience without major electrical upgrades.

Feb 4, 2026

Business

P.I.E. Industrial Berhad Shares Tumble 52% in a Year, Underperforming Broader Market

Investors in Malaysian-listed P.I.E. Industrial Berhad (KLSE:PIE) have faced a punishing year, with total returns plummeting 52% against a market upswing. We examine the fundamentals behind the steep decline and what it signals for the electronics manufacturing services provider.

Feb 4, 2026

Business

Plug Power's Rocky Ride: Is the Hydrogen Pioneer Undervalued or Overhyped?

Plug Power's stock shows fleeting gains amid persistent losses, trading at $2.13. While a key narrative suggests a fair value of $2.79, its high price-to-sales ratio and deep losses fuel a debate on whether the market's optimism is justified.

Feb 4, 2026

Business

Tai Sin Electric Sees Strong Momentum in Capital Efficiency, Outpacing Industry Benchmarks

The Singapore-based electrical components manufacturer is demonstrating a compelling trajectory of improving returns on capital employed (ROCE), a key indicator of profitable reinvestment and operational efficiency that is catching investors' attention.

Feb 4, 2026

Business

Siemens Energy Surges on $1 Billion U.S. Expansion Plan and Strategic Review of Wind Unit

Shares in Siemens Energy jumped nearly 9% following the company's dual announcement of a major U.S. manufacturing investment to meet AI data center power demand and a potential future spin-off of its struggling Siemens Gamesa renewable energy division, pending a stabilization of its operations.

Feb 4, 2026