U.S.-China Tech War

Business

TTM Technologies Secures Major $200M Raytheon Radar Deal, Fueling Valuation Debate

TTM Technologies (TTMI) has landed a significant multi-year agreement, valued at up to $200 million, to supply critical components for Raytheon's next-generation LTAMDS radar system. The deal arrives as the defense contractor's stock surges, reigniting discussions on whether its current valuation fully reflects future growth prospects and inherent risks.

Jan 31, 2026

Business

Trane Technologies Surges on Strong Q4 Beat and Bullish 2026 Outlook, But Valuation Questions Linger

Trane Technologies (TT) shares rallied after the climate solutions leader posted Q4 2025 results that topped estimates, buoyed by robust bookings and a record backlog. The company's confident guidance for 2026 has fueled investor optimism, though its premium valuation is drawing scrutiny.

Jan 31, 2026

Business

Minerals Technologies Navigates a Challenging 2025, Bets on Strategic Investments for 2026 Growth

Facing softer demand and tariff volatility, Minerals Technologies (MTX) reported steady 2025 sales of $2.1B but saw margins contract. Leadership emphasized cost discipline and safety while detailing a series of expansion projects poised to drive a meaningful rebound in the coming year.

Jan 31, 2026

Business

Stryker's Record $25.1B Revenue Fuels Valuation Debate: Is the MedTech Giant Still Undervalued?

Stryker Corporation's latest earnings report, driven by its MedSurg, Neurotechnology divisions and the Mako surgical robot, has reignited investor debate. With shares near $370 and a bullish fair value estimate of $427, analysts are weighing robust growth against a premium valuation.

Jan 30, 2026

Business

Pathward Financial: A Deep Dive Into Valuation After a Stellar Run

Shares of Pathward Financial (NASDAQ: CASH) have surged over 25% year-to-date, prompting investors to question whether the rally has left the stock overvalued. We examine the numbers behind two key valuation frameworks to assess if there's still room for growth.

Jan 30, 2026

Business

Tetra Tech (TTEK) Rallies on Upbeat Outlook and Shareholder Returns: Is the Momentum Sustainable?

Tetra Tech's stock has surged following strong Q1 results, raised guidance, and enhanced capital returns. While analysts see further upside, questions linger over contract risks and a premium valuation.

Jan 30, 2026

Business

Why Analysts Are Betting on Nu Holdings to Dominate Fintech in 2026

Following a stellar 62% surge in 2025, the Latin American fintech giant Nu Holdings is positioned for another strong year, driven by robust growth, soaring profitability, and vast market potential.

Jan 30, 2026

Business

SoFi Stock Slump Defies Strong Earnings: A Buying Opportunity or a Warning Sign?

Despite reporting a record-breaking $1 billion quarter and bullish long-term guidance, SoFi Technologies' shares are under pressure, testing a key technical level. The sell-off, driven by concerns over recent capital raising, has analysts and investors debating the fintech's true value.

Jan 30, 2026

Business

Bitcoin Stalls Near Two-Month Low as Warsh Fed Pick Fails to Offset ETF Exodus

Bitcoin struggles to find a floor, trading near November lows as the nomination of Kevin Warsh for Fed Chair fails to spark a rally. Persistent outflows from US spot ETFs and a broader risk-off mood compound the pressure, raising fresh doubts about the cryptocurrency's 'digital gold' narrative.

Jan 30, 2026

Business

Earnings Season Showdown: How Tech Giants Are Funding the AI Arms Race

This week's Big Tech earnings revealed a stark divide: companies using existing cash cows to fund AI ambitions versus those betting the farm on a future payoff. The market's patience for visionary spending is wearing thin, demanding concrete timelines and a path to profit.

Jan 30, 2026

Business

Warsh's Fed Nomination: A Hawkish Pick in a Dovish Political Climate

President Trump's reported selection of former Fed Governor Kevin Warsh to lead the central bank signals a potential shift in monetary policy approach, with a focus on strategic foresight over data-dependency, according to economist Mohamed El-Erian.

Jan 30, 2026

Business

Navigating Market Turbulence: One High-Risk, High-Reward Play and Two Stocks Facing Pressure

For long-term investors, volatility presents both opportunity and peril. We examine one stock with explosive potential and two others where caution may be warranted amid shifting market dynamics.

Jan 30, 2026

Business

Powell Defends Fed's Models and Staff as Trump Taps Critic Warsh for Top Job

In remarks that now appear pointed, Fed Chair Jerome Powell robustly defended the central bank's personnel and economic frameworks just days before former Governor Kevin Warsh, a vocal critic, was nominated to potentially succeed him.

Jan 30, 2026

Business

Nasdaq Beats Q4 Estimates as Tech Solutions and AI Drive Growth, Despite Margin Headwinds

Nasdaq Inc. reported stronger-than-expected fourth-quarter results, fueled by surging revenue from its technology solutions division and strategic AI initiatives, even as the company navigates a tighter margin environment.

Jan 30, 2026

Business

Moody's Doubles Down on Risk Tech as Private Credit Faces Heightened Scrutiny

Moody's Corporation bolsters its risk analytics arsenal with strategic acquisitions of Numerated Growth Technologies and CAPE Analytics, positioning itself at the center of a private credit market under the regulatory microscope.

Jan 30, 2026

Business

AI's Relentless Pace: Tech Giants Forced to Choose Between Evolution and Obsolescence

As artificial intelligence reshapes the competitive landscape, tech leaders face a stark choice: disrupt their own profitable core businesses or risk being left behind. New financial results from Microsoft, Meta, and Tesla reveal the high-stakes strategies—and market reactions—defining this pivotal moment.

Jan 30, 2026

Business

SunPower Installs First REC Monolith Panels in Silicon Valley, Signaling Strong Demand for Premium Solar Tech

SunPower has completed its inaugural installation of high-efficiency Monolith solar panels from REC Silicon in California's Santa Cruz, with local installer Cobalt Power Systems reporting immediate sell-out of initial inventory. The move comes amid surging demand from tech-savvy homeowners and follows SunPower's recent quarterly revenue growth.

Jan 30, 2026

Business

Markets Brace for Warsh Era: Hawkish Past Meets Political Pressure at the Fed

President Trump's surprise nomination of former Fed Governor Kevin Warsh to lead the central bank sends mixed signals to investors, stirring debate over future monetary policy and market stability.

Jan 30, 2026

Business

Sales & Marketing Software Sector's Q3: Strong Results Meet Skeptical Market

While the sales and marketing software segment broadly exceeded revenue expectations in Q3, investor sentiment has turned sour, with most stocks falling post-earnings. We analyze the divergent performances of Upland Software, Sprinklr, DoubleVerify, PubMatic, and Sprout Social.

Jan 30, 2026

Business

Real Estate Tech's Q3 Report Card: Opendoor's Pivot Meets Mixed Sector Results

The third-quarter earnings season reveals a tale of two strategies in the property services sector. While Opendoor stumbles amid a major strategic shift, peers like Howard Hughes Holdings post surprising strength, highlighting the industry's uneven adaptation to a higher-rate environment.

Jan 30, 2026