U.S. Rare Earth Strategy

Business

Selective Insurance Posts Strong 2025, Eyes Further Margin Gains Amid Commercial Auto Challenges

Selective Insurance Group reported robust profitability and investment returns for 2025, driven by disciplined underwriting actions. While celebrating an 18% book value growth, management detailed significant reserve strengthening in commercial auto and outlined a confident outlook for 2026, the year of its centennial.

Jan 30, 2026

Business

Financial Institutions Caps 'Strong' 2025 with Robust Earnings, Eyes Growth from Micron-Led Upstate NY Boom

Financial Institutions (FISI) reported solid Q4 and full-year 2025 results, beating guidance on key profitability metrics. Management highlighted disciplined loan growth, a strengthened capital position, and strategic shifts, while pointing to long-term opportunities from major industrial investments in its Upstate New York footprint.

Jan 30, 2026

Business

Allegro MicroSystems Secures $285 Million in Long-Term Debt to Fuel Growth Amid Lofty Valuation

Allegro MicroSystems (ALGM) has restructured its credit facilities, securing $285 million in new term loans maturing in 2030. The move provides the semiconductor firm with fresh capital for corporate initiatives as it navigates a capital-intensive sector while maintaining a premium market valuation.

Jan 30, 2026

Business

CLEAR Secure Expands Government Footprint: CEO Joins NY Fed Board, Lands Major Medicare Identity Verification Contract

CLEAR Secure, the biometric identity company known for its airport expedited lanes, is deepening its ties to core government systems. CEO Caryn Seidman Becker's appointment to the Federal Reserve Bank of New York's board and a new contract with the Centers for Medicare & Medicaid Services signal a strategic push into financial and public health infrastructure.

Jan 30, 2026

Business

Rockwell Automation Powers Saudi Arabia's First EV Factory, Bolstering Its Industrial Software Ambitions

Rockwell Automation expands its partnership with Lucid Motors, deploying its FactoryTalk MES software and training programs at Saudi Arabia's inaugural electric vehicle production hub. The move aligns with the Kingdom's Vision 2030, positioning Rockwell as a key player in the region's high-tech manufacturing transformation.

Jan 30, 2026

Business

Analysts Revise Target for Invesco Mortgage Capital, Signaling Shift in Market Sentiment

A revised price target for Invesco Mortgage Capital (IVR) is prompting investors to reassess the mortgage REIT's trajectory amid evolving interest rate expectations and housing market dynamics.

Jan 30, 2026

Business

Frasers' Growing Stake and Sports Direct Rollout Spark Fresh Scrutiny of Accent Group's Value

Accent Group's strategic partnership with UK retail giant Frasers, including a planned rollout of Sports Direct stores in Australia, is drawing investor focus as it promises to reshape the footwear retailer's earnings profile. The move comes amid volatile share price performance, raising questions about the company's current valuation.

Jan 30, 2026

Business

Bitmine's Leadership Shakeup and Massive Ethereum Bet Raise Investor Concerns

Bitmine Immersion Technologies faces heightened scrutiny following the sudden departure of its president and a strategic pivot that has seen it amass over 3.5% of all Ethereum. Analysts question the dual risks of management instability and extreme asset concentration as the stock shows recent volatility.

Jan 30, 2026

World

Exclusive: Europe's $500 Billion Crisis Fund Eyed for Defense Loans Amid Rising Geopolitical Tensions

The head of the European Stability Mechanism has told Reuters the bloc's 430-billion-euro emergency fund could be repurposed to provide defense loans to member states, signaling a strategic shift as Europe seeks to bolster its military autonomy.

Jan 30, 2026

World

Historic Tunisian Village of Sidi Bou Said Faces Existential Threat Following Catastrophic Floods

The iconic blue-and-white village of Sidi Bou Said, a jewel of Tunisia's cultural heritage, is grappling with severe landslide risks after unprecedented rainfall. Experts warn that urgent conservation measures are needed to prevent irreversible damage to its historic slopes, as climate change and urban pressure compound the crisis.

Jan 30, 2026

Business

Saks Off 5th Shutters Dozens of Stores in Bankruptcy-Driven Restructuring

Saks Global moves to close over 60 Off 5th locations as part of Chapter 11 proceedings, signaling a strategic retreat from the competitive off-price segment to focus on core luxury brands.

Jan 30, 2026

Business

Quarterhill's Five-Year Plunge: A 66% Loss Tests Investor Patience

Quarterhill Inc. (TSE:QTRH) shareholders have endured a punishing five-year period, with the stock's value plummeting nearly 70%. Despite modest revenue growth, the market's verdict has been harsh, raising questions about the company's path to profitability and the perils of long-term bets in turbulent sectors.

Jan 30, 2026

Business

Mortgage Math: What a $400K Home Really Costs at Today's 6.1% Rate

While mortgage rates have inched up slightly this week, homebuyers are still facing significantly lower borrowing costs compared to last year's peak. We break down the monthly and long-term savings on a typical home purchase.

Jan 30, 2026

World

‘Cannon Fodder’ Policy Exposed: Amputated Russian Soldiers Forced Back to Front Lines

Exclusive footage and soldier testimonies reveal a disturbing pattern within Russian ranks: wounded amputees, including former prisoners, are being ordered back into combat as casualties mount and manpower dwindles.

Jan 30, 2026

World

UN Chief Sounds Alarm Over 'Imminent Financial Collapse' as Funding Crisis Deepens

Secretary-General Antonio Guterres warns in a confidential letter that the United Nations faces a severe cash crunch, driven by unpaid dues and restrictive budget rules, threatening its operational viability by mid-year.

Jan 30, 2026

World

Minnesota Timberwolves Urge Unity Amidst Outcry Over ICE-Involved Fatal Shootings

The NBA's Minnesota Timberwolves have released a public statement calling for community solidarity following two separate fatal shootings involving federal immigration agents in Minneapolis, which have sparked protests and renewed debate over immigration enforcement.

Jan 30, 2026

Business

BofA Lifts Greif Price Target to $75, Maintains Neutral Stance Amid Packaging Sector Review

Bank of America has increased its price target for industrial packaging firm Greif (GEF) by $1 to $75, while reiterating a Neutral rating. The adjustment follows the bank's broader reassessment of the packaging sector after recent quarterly earnings calls.

Jan 30, 2026

Business

Navigating Market Uncertainty: Vanguard's Low-Cost Utility ETF Offers a Defensive Haven for 2026

As equity markets show signs of fatigue after a prolonged bull run, defensive sectors like utilities are gaining attention. The Vanguard Utilities ETF (VPU), with its low cost and stable dividend yield, presents a compelling option for investors seeking to buffer their portfolios against potential volatility.

Jan 30, 2026

Business

Truist Stands By DLocal With Price Target Hike, Eyes Strong Q4 Amid Tough Comparisons

Analysts at Truist reaffirm their Buy rating on DLocal (DLO), raising their price target to $17 ahead of the fintech firm's Q4 2025 earnings. While expecting solid results, they flag challenging year-over-year volume comparisons that may cap upside surprises.

Jan 30, 2026

Business

Guggenheim More Than Doubles Erasca Price Target to $12 on Clinical Progress and Pipeline Updates

Erasca Inc. (ERAS) sees its price target raised from $5 to $12 by Guggenheim, following promising clinical data for its lead oncology candidates and updated financial models. The move comes amid a series of positive analyst revisions for the clinical-stage biopharma firm.

Jan 30, 2026