Tech Strategy

Business

Rocket Lab's Soaring Stock Faces Scrutiny: Three Red Flags for Investors

Despite a 70% surge in its share price over six months, fueled by strong quarterly results, Rocket Lab (RKLB) faces significant financial headwinds. Analysts point to persistent negative cash flow, widening losses, and demanding valuations as reasons for caution, suggesting investors may find better opportunities elsewhere in the market.

Feb 3, 2026

Snowflake and OpenAI Forge $200M Alliance to Bring Advanced AI Models Directly to Enterprise Data

In a landmark deal, Snowflake will integrate OpenAI's latest models, including GPT-5.2, into its Cortex AI platform, granting its global customer base secure, governed access to powerful AI agents for data analysis.

Feb 3, 2026

Business

Zurich Builds Stake in Beazley After Failed Takeover Bid, Eyes Lloyd's Syndicate as Alternative

Zurich Insurance Group has disclosed a 1.47% holding in Beazley, following the specialty insurer's rejection of its $10.2bn takeover offer. The move comes as Zurich simultaneously advances plans to establish its first syndicate at Lloyd's of London.

Feb 3, 2026

World

Markets Rally as Trump Announces Tariff Cuts for India, Though Deal Specifics Remain Elusive

NEW DELHI, Feb 3 (Reuters) - Indian markets surged on relief after U.S. President Donald Trump announced a deal to slash tariffs on Indian imports, though the absence of formal documentation and detailed terms left analysts and officials parsing social media posts for substance.

Feb 3, 2026

Business

Cboe Eyes Retail Market with Simplified 'All-or-None' Options, Riding Wave of Event Trading

Cboe Global Markets is developing a new, regulated options product featuring a simplified 'all-or-none' payout structure, targeting retail investors drawn to event-style trading. The move comes as U.S. regulators work to define rules for prediction markets and event contracts.

Feb 3, 2026

Business

ServiceNow's AI Bet Pays Off, But Market Sours on SaaS: Is This a Buying Opportunity?

Despite posting robust quarterly results and a booming AI business, ServiceNow's stock has stumbled amid a broader sector sell-off. The disconnect between operational strength and share price performance is raising questions about market sentiment and long-term value.

Feb 3, 2026

Business

Analysts Bullish on Matador Resources as Midstream Monetization Looms, Despite Lowered Q4 Forecast

Benchmark maintains a Buy rating and $62 price target for Matador Resources (MTDR), anticipating a midstream asset sale this year to fuel growth and reduce debt, even as it trims Q4 EBITDA estimates on commodity price volatility.

Feb 3, 2026

Business

AstraZeneca Bolsters Obesity Pipeline with Strategic CSPC Pharma Deal

AstraZeneca has entered a strategic collaboration with China's CSPC Pharmaceutical Group to co-develop and commercialize a portfolio of next-generation therapies for obesity and type 2 diabetes, significantly expanding its weight management pipeline.

Feb 3, 2026

Business

Cisco Upgraded to Outperform: Analysts See $100 Target Fueled by AI and Networking Revival

Evercore ISI has upgraded Cisco Systems (CSCO) to Outperform, raising its price target to $100. The firm cites a confluence of AI momentum, a critical campus refresh cycle, and margin expansion as key drivers for sustained growth.

Feb 3, 2026

Business

Wall Street Eyes Merck's 2026 Trajectory: Dividend Hike and Analyst Optimism Amid Pipeline Scrutiny

Merck & Co. declares a steady quarterly dividend as analysts from Cantor Fitzgerald and Citi raise price targets, citing a 'beatable' earnings outlook and reduced policy risks for the coming year, though the stock's performance remains tethered to late-stage pipeline developments.

Feb 3, 2026

Business

Philip Morris Pushes for FDA 'Modified Risk' Label on ZYN as Analysts Debate Stock's Path

Philip Morris International navigates a pivotal FDA review for its ZYN nicotine pouches, aiming for a marketing advantage in the smoke-free future. Wall Street analysts offer mixed ratings, highlighting the competitive pressures and strategic shifts defining the tobacco giant's investment profile.

Feb 3, 2026

Business

Wall Street's Diverging Views on AbbVie: Citi Trims Target as Berenberg Sees Upside

As AbbVie navigates a pivotal year for its key drugs and pipeline, Wall Street analysts are offering mixed signals. While Citi adopts a cautious stance, Berenberg raises its price target, highlighting the contrasting perspectives on the pharmaceutical giant's future.

Feb 3, 2026

Business

Chevron Posts Record Production and Cash Flow in Q4 2025, Marks 39th Consecutive Dividend Hike

Chevron Corporation reported robust fourth-quarter earnings, driven by record production levels and strong operational cash flow. The energy giant also announced its 39th consecutive annual dividend increase, underscoring its financial resilience amid strategic expansions and cost-cutting initiatives.

Feb 3, 2026

Business

Eli Lilly Commits $3.5 Billion to Pennsylvania Plant, Boosting Domestic Production of Next-Gen Drugs

Pharmaceutical giant Eli Lilly announces a major investment in a new Lehigh Valley manufacturing site, set to create hundreds of jobs and bolster U.S. production capacity for its in-demand injectable therapies, including weight-loss drugs.

Feb 3, 2026

Business

Analysts Boost Targets as Mastercard Posts Strong Q4, Citing Renewed Capital One Pact and Spending Trends

Following a robust fiscal fourth-quarter earnings report, Mastercard saw several Wall Street firms raise their price targets, highlighting resilient consumer spending and a key partnership renewal with Capital One as drivers for continued growth.

Feb 3, 2026

Business

Macquarie Reaffirms Bullish Stance on Visa, Sets $410 Price Target After Strong Q1 Earnings

Financial services giant Macquarie has reiterated its 'Buy' rating on Visa Inc., maintaining a $410 price target following the payment network's robust fiscal first-quarter results, which showcased double-digit growth in revenue and net income.

Feb 3, 2026

Business

BYD Faces Steep January Sales Slump, Shares Tumble as Market Headwinds Intensify

China's leading automaker BYD reported a sharp 30% year-on-year drop in global sales for January 2026, triggering an 18% plunge in its Hong Kong-listed shares and raising concerns over a sustained slowdown in both domestic and international electric vehicle markets.

Feb 3, 2026

World

Royal Family Under Scrutiny as Crown Princess's Son Denies Rape Charges in Oslo Court

Marius Borg Høiby, the son of Norway's Crown Princess Mette-Marit, pleaded not guilty to multiple rape charges as his high-profile trial opened in Oslo, casting a shadow over the monarchy amid a parliamentary vote on its future.

Feb 3, 2026

Business

Beyond the Price Tag: How Packaging Ink Choices Drive Hidden Costs and Supply Chain Risks

Often dismissed as a minor budget line, packaging ink is a critical yet overlooked factor influencing production efficiency, sustainability compliance, and brand reputation. This analysis uncovers the true lifecycle costs embedded in ink selection.

Feb 3, 2026

World

Japan Charts Course for Mandatory Recycled Plastics in Food Packaging

Newly released government taskforce materials outline Japan's upcoming regulatory push for recycled content in packaging, with binding rules set for 2026 that will reshape design and sourcing for manufacturers.

Feb 3, 2026