Technology M&A

Business

Stewart Navigates Multi-Decade Housing Slump to Post Strong Q4 Growth; Eyes Market Rebound

Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.

Feb 5, 2026

Business

AI Demand Fuels Record Quarter for ePlus, Company Raises Full-Year Outlook

Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.

Feb 5, 2026

Business

Analysts Trim Targets for The Trade Desk as Growth Outlook Cools

A key fair value estimate for advertising technology firm The Trade Desk has been revised downward, reflecting a more cautious stance from Wall Street on the company's future growth trajectory amid a shifting digital ad landscape.

Feb 5, 2026

Business

Pagaya Technologies (PGY): Strong Fundamentals and Undervalued Stock Present Compelling Investment Case

Financial technology firm Pagaya Technologies Ltd. (PGY) is trading at a significant discount to peers despite posting record Q3 results and demonstrating robust operational execution. Analysts highlight its AI-driven B2B2C model, diversified funding, and accelerating multi-product adoption as key growth drivers.

Feb 4, 2026

Business

Beyond the Headlines: How 'Quiet Tech' Is Reinventing Global Supply Chains for an Age of Disruption

As climate shocks, cyberattacks, and geopolitical tensions expose the fragility of lean global networks, a new class of foundational technology is enabling a fundamental shift from efficiency to engineered resilience.

Feb 4, 2026

Business

Veralto's Cautious 2026 Outlook: Integration Costs and Economic Headwinds Temper Growth

Veralto (VLTO) reported Q4 revenue slightly below expectations, though profit beat estimates. The water technology firm's 2026 guidance reflects a prudent stance amid macroeconomic uncertainty and costs tied to recent acquisitions.

Feb 4, 2026

Business

CME Group Explores Proprietary Digital Asset as Wall Street's Tokenization Push Accelerates

The CEO of derivatives giant CME Group has revealed the exchange is actively exploring the creation of its own digital asset, a significant step in the institutional adoption of blockchain technology for collateral and settlement.

Feb 4, 2026

Business

Twilio Powers Genspark's 'Call for Me' AI Agent, Doubling Down on Voice Automation

Twilio is providing the communications backbone for Genspark's new AI-powered phone agent, enabling multilingual, automated call handling for complex workflows. The partnership signals Twilio's strategic push to embed its technology deeper into enterprise AI and automation.

Feb 4, 2026

Business

American Landmark Bolsters Leadership in New York as It Pursues $1 Billion Equity Fund

The Tampa-based multifamily giant hires two seasoned executives in New York to strengthen institutional investor ties and drive capital formation efforts, signaling aggressive growth ambitions in a competitive market.

Feb 4, 2026

Business

J&J Bolsters Key Portfolios with Dual FDA Nod and MedTech Launch

Johnson & Johnson gains FDA approval for a new frontline multiple myeloma therapy and unveils a pioneering cardiac imaging catheter, reinforcing its strategic focus on high-growth oncology and medical technology segments.

Feb 4, 2026

Business

Texas Instruments Strikes $231/Share Deal for Silicon Labs, Eyes $450M in Cost Synergies

In a major consolidation move, Texas Instruments has agreed to acquire Silicon Labs for $231 per share in cash. The deal, aimed at accelerating TI's embedded and wireless strategy, is projected to yield over $450 million in annual cost synergies by 2030 through manufacturing integration.

Feb 4, 2026

Business

Niagen Bioscience (NAGE) in Focus: Can Its NAD+ IP and Pending Catalysts Justify a Higher Valuation?

After recent share price declines, Niagen Bioscience is drawing renewed investor scrutiny. The biotech firm's valuation story hinges on its proprietary NAD+ technology, upcoming B2B product launches, and critical clinical data readouts expected later this year.

Feb 4, 2026

Business

IDEX Beats Q4 Revenue Forecasts, but Long-Term Growth Trajectory Raises Questions

Industrial manufacturer IDEX Corporation (NYSE:IEX) reported stronger-than-expected fourth-quarter revenue of $899.1 million, surpassing analyst estimates. However, a deeper look reveals slowing organic growth and margin pressures that temper the headline beat.

Feb 4, 2026

Business

GE HealthCare Tops Revenue Forecasts in Q4 2025, Driven by Imaging and Diagnostics Demand

GE HealthCare Technologies posted stronger-than-expected fourth-quarter revenue of $5.70 billion, a 7.1% year-over-year increase, while adjusted earnings per share of $1.44 also edged past analyst consensus. The performance highlights steady demand for its medical imaging and pharmaceutical diagnostics units amid ongoing healthcare capital investment.

Feb 4, 2026

Business

Morning Brief: AI Reshuffles Tech Landscape as Winners and Losers Emerge

The AI boom is proving to be a double-edged sword for the technology sector. While some giants soar, a sharp selloff in software and services stocks highlights the market's growing discrimination between potential beneficiaries and those facing disruption from new AI tools.

Feb 4, 2026

Business

Beyond Transactions: How Private Banking Redefined Itself in 2025 and What Comes Next

As 2025 drew to a close, the private transactional banking sector underwent a quiet revolution. Driven by digital integration, sustainability mandates, and borderless finance, the industry is shifting from a service provider to a strategic partner. Bruc Bond CEO Krishna Subramanyan analyzes the year's pivotal trends and forecasts the infrastructure and M&A moves that will shape 2026.

Feb 4, 2026

Business

Beyond the Big Game: How Sports-Focused ETFs Are Drawing Investor Interest

As the Super Bowl approaches, a new wave of exchange-traded funds offers investors a stake in the sprawling sports industry—from teams and venues to media and technology—rather than just a bet on the score.

Feb 4, 2026

World

U.S. Convenes Global Summit to Counter China's Dominance in Critical Minerals Supply

Washington hosts ministers from over 50 nations to forge a united front on securing vital mineral resources, aiming to reduce collective dependence on China for materials essential to modern technology and defense.

Feb 4, 2026

Business

KKR, Singtel Seal $5.1 Billion Deal for Full Control of Data Center Giant STT GDC

A consortium led by KKR and Singtel has agreed to acquire full ownership of ST Telemedia Global Data Centres (STT GDC) in a landmark transaction valuing the company at nearly $11 billion, marking a major consolidation in the Asia-Pacific digital infrastructure sector.

Feb 4, 2026

Business

Zimmer Biomet's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of medical device giant Zimmer Biomet Holdings (ZBH) have faced recent pressure, reigniting the debate over its valuation. While some analysts see a significant discount to fair value, investors are weighing competitive threats and integration risks from recent acquisitions.

Feb 4, 2026