Tech Valuation

Business

Chunghwa Telecom Caps Off 2025 with Record Revenue, Eyes AI and International Growth

Taiwan's telecom leader, Chunghwa Telecom, reported full-year 2025 results that surpassed its own forecasts, driven by robust core services and strategic ICT expansion. While Q4 operating income faced headwinds, the company posted a decade-high for fourth-quarter EPS and outlined ambitious plans for AI, submarine cables, and renewable energy to fuel its 2026 roadmap.

Feb 3, 2026

Business

OpenText Charts New Course: Sells Vertica, Appoints New CEO in Strategic Overhaul

OpenText announces a strategic divestiture of its Vertica analytics unit to Rocket Software, coupled with the appointment of a new CEO, signaling a sharpened focus on core cloud and AI platforms while strengthening its balance sheet.

Feb 3, 2026

Business

Plug Power's European Hydrogen Milestone Overshadowed by Financial Restructuring and Shareholder Dilution Fears

While Plug Power celebrates a major 100MW electrolyzer installation in Portugal, expanding its European footprint, the company faces headwinds at home with layoffs and a critical shareholder vote on measures that could dilute existing holdings. The moves highlight the stark contrast between its ambitious green energy projects and pressing financial realities.

Feb 3, 2026

Business

DaVita's 37% Plunge: A Value Trap or a Golden Opportunity for Investors?

After a punishing year that saw its shares tumble over 37%, DaVita Inc. (DVA) is trading at a steep discount to its intrinsic value, according to fundamental analysis. With a P/E ratio significantly below industry peers, the dialysis giant presents a complex puzzle for long-term investors weighing regulatory headwinds against deep value.

Feb 3, 2026

Business

Silicon Valley's AI Power Players Move to Quell Rumors of Rift Over OpenAI's $100 Billion Nvidia Deal

Top executives from OpenAI, Nvidia, and Oracle have publicly dismissed reports of internal friction surrounding Nvidia's landmark planned investment in the AI research lab, seeking to project a united front amid intense market scrutiny.

Feb 3, 2026

Business

Bitcoin Faces Critical Test as Galaxy Digital Warns of Potential Slide to $58,000

Galaxy Digital's head of research, Alex Thorn, warns that Bitcoin's recent weakness could deepen, with the $58,000 level and its 200-week moving average emerging as a critical battleground. Nearly half of all BTC is now held at a loss, raising capitulation risks amid fragile market sentiment.

Feb 3, 2026

Business

Beyond the Crash: Three Binance-Linked Tokens Showing Resilience as Markets Stabilize

Following the late-January market turmoil, scrutiny has intensified on the Binance ecosystem. Our analysis identifies three tokens—CAKE, ASTER, and BNB—where on-chain data and price action suggest accumulating confidence, despite ongoing sector-wide concerns.

Feb 3, 2026

Business

Crypto's Mainstream Embrace Risks Its Revolutionary Soul, Warns Gnosis Co-Founder

As Wall Street giants and pro-crypto regulations bring digital assets into the financial fold, industry pioneer Friederike Ernst cautions that the sector's original ethos of decentralization and individual sovereignty is under threat.

Feb 3, 2026

Business

Bitcoin's Recovery Stalls Near $78.5K as Options Market Points to Lingering Jitters

Bitcoin's rebound from a 10-month low faltered on Tuesday, with the cryptocurrency struggling to hold gains above $79,000. While put option pressure has eased, concentrated strike prices and negative funding rates in perpetual futures signal that trader caution remains entrenched, with $75,000 emerging as a critical near-term support level.

Feb 3, 2026

Business

Market Highs: One Stock to Watch, Two to Approach with Caution

As several stocks test their 52-week highs, we analyze which surges signal sustainable strength and which may be nearing a peak. Here's a deep dive into General Dynamics, MSCI, and Charles Schwab.

Feb 3, 2026

Business

Three High-Flying Stocks That Warrant a Second Look

As several stocks surge to near their 52-week highs, fueled by product launches and strong sector trends, we examine three names where the current optimism may be getting ahead of the fundamentals.

Feb 3, 2026

Business

Wall Street's Uncomfortable Truth: Three Stocks Under Pressure as Analysts Sound Rare Warnings

In a notable departure from the Street's typically optimistic stance, several firms have issued bearish price targets for BJ's Restaurants, C.H. Robinson, and Centene, highlighting fundamental challenges in a tightening market.

Feb 3, 2026

Business

Oil Prices Extend Losses as Iran Tensions Thaw, India-Russia Trade in Focus

Crude benchmarks extended declines for a third session, pressured by easing Middle East geopolitical risks and uncertainty over a potential US-India deal that could curb New Delhi's purchases of Russian oil.

Feb 3, 2026

Business

Beyond the Headlines: Five Key Questions Analysts Posed to Stride After Strong Q4

Stride's Q4 earnings beat fueled a market rally, but the real story unfolded during the analyst Q&A. We break down the critical inquiries on growth sustainability, market expansion, and operational leverage that will define the company's path forward.

Feb 3, 2026

Business

Beyond the Beat: Five Analyst Questions That Defined Manhattan Associates' Q4

Manhattan Associates capped off a strong year with Q4 results that topped estimates, fueled by cloud growth and service demand. Yet, the analyst Q&A session revealed the deeper strategic challenges and opportunities ahead for the supply chain software leader.

Feb 3, 2026

Business

UnitedHealth's 'Critical Self-Examination': Analysts Probe Medicare, Medicaid Headwinds After Q4 Earnings

UnitedHealth Group's fourth-quarter earnings call revealed a company in transition, as executives outlined strategic shifts to counter pressures in Medicare Advantage and Medicaid. The market's sharp sell-off reflects deep-seated concerns about medical cost trends and competitive dynamics.

Feb 3, 2026

Business

Trustmark Beats Q4 Earnings Estimates on Loan Growth, Wealth Management Strength

Trustmark Corporation reported fourth-quarter earnings that surpassed analyst expectations, driven by solid performance across its core banking, mortgage, and wealth management divisions. While revenue met forecasts, adjusted EPS outperformed, with management pointing to strategic hires and cost discipline as key contributors.

Feb 3, 2026

Business

Provident Financial Services Posts Strong Q4, Fueled by Loan Growth and Improved Asset Quality

Provident Financial Services reported robust fourth-quarter results, driven by significant organic loan growth and expanding deposits. CEO Anthony Labozzetta pointed to strong commercial lending and improved fee income, while asset quality metrics showed continued strength.

Feb 3, 2026

Business

Renasant's Q4 Earnings: Analysts Probe Merger Integration and Future Growth Path

Renasant Corporation's fourth-quarter earnings, buoyed by its landmark merger with The First, surpassed expectations and drew a positive market response. As the dust settles on the deal, analysts are now pressing management on the sustainability of its cost savings, loan growth trajectory, and margin pressures in a competitive deposit environment.

Feb 3, 2026

Business

Kimberly-Clark Navigates Consumer Caution with Steady Q4; Analysts Probe Innovation and Margins

Kimberly-Clark reported resilient fourth-quarter results, meeting revenue expectations and slightly surpassing earnings forecasts. Amidst a cost-conscious consumer backdrop, the company pointed to strategic product innovation and cost discipline as key to its performance. Analysts on the earnings call focused on the sustainability of margin gains, the impact of recent acquisitions, and the road ahead in a fragmented retail landscape.

Feb 3, 2026