Vertical Integration

Business

Bread Financial Caps 2025 with Strong Growth, Eyes Further Diversification and Tech Investment

Bread Financial (NYSE: BFH) delivered robust fourth-quarter and full-year 2025 results, meeting expectations through strategic partner expansions, improved credit health, and strengthened capital positioning. Management outlines a 2026 roadmap focused on sustainable growth, deposit mix optimization, and leveraging AI across operations.

Jan 30, 2026

Business

Axos Financial Posts Robust Q2 Growth, Fueled by Loan Expansion and Verdant Acquisition

Axos Financial (NYSE: AX) reported strong fiscal Q2 2026 results, with net income jumping to $128.4 million. Driven by broad-based loan growth and contributions from Verdant Commercial Capital, the digital bank highlighted expanding margins, improved credit metrics, and a confident outlook for continued mid-teens annual loan growth.

Jan 30, 2026

Business

MARA Secures French Nod for Exaion Acquisition, Gaining a Regulated Foothold in Europe's Digital Infrastructure

French regulators have greenlit MARA Holdings' takeover of EDF's data center unit Exaion, imposing strict conditions on energy use and data protection. The deal marks a significant, albeit tightly supervised, expansion of the bitcoin miner's European ambitions into high-performance computing.

Jan 30, 2026

Business

U.S. Bets on Rare Earths Diversity with $1.6 Billion Rival Backing, MP Materials Navigates New Policy Landscape

The U.S. government's $1.6 billion commitment to USA Rare Earth signals a strategic pivot towards fostering competition in the critical minerals sector, reducing price supports and introducing new volatility. As policy shifts, industry leader MP Materials counters with record production and expanded magnet manufacturing, highlighting the intensifying race to secure a domestic supply chain for EVs and defense.

Jan 30, 2026

Business

Gallagher Closes Strong 2025, Eyes Sustained Growth Amid Evolving Insurance Landscape

Arthur J. Gallagher & Co. reported robust fourth-quarter and full-year 2025 results, driven by a dual organic and acquisition growth strategy. The insurance broker sees continued momentum into 2026, navigating a mixed pricing environment and leveraging its recent mega-merger with Assured Partners.

Jan 30, 2026

Business

NorthWestern Energy's Valuation Under Scrutiny Ahead of Earnings

As NorthWestern Energy Group (NWE) approaches its quarterly report, a surge in share price has investors questioning whether optimism has outpaced fundamentals. With shares trading above analyst targets, the debate centers on future growth prospects versus current valuation concerns.

Feb 2, 2026

Business

Airgain's Revised Price Target Signals Shifting Market Sentiment

A recent adjustment to Airgain's price target by analysts reflects a broader reassessment of the wireless connectivity specialist's prospects, underscoring how evolving narratives, rather than single events, are reshaping investor views on the stock.

Feb 2, 2026

Business

QuidelOrtho's Valuation Under Scrutiny Amid Persistent Revenue Declines and Cash Flow Concerns

Fresh financial data from QuidelOrtho reveals ongoing challenges, including constant currency revenue declines and pressured cash flow, forcing investors to weigh the stock's risk-reward profile as its momentum appears to fade.

Feb 2, 2026

World

In Photos: Hasidic Community Observes Tu BiShvat, the 'New Year for Trees,' in Coastal Israeli City

Members of the Sanz Hasidic dynasty marked the ancient Jewish holiday of Tu BiShvat with traditional ceremonies and tree plantings in Netanya. The observance highlights the community's deep-rooted connection to nature and agricultural traditions within modern Israel.

Feb 2, 2026

Business

Columbia Financial to Acquire Northfield Bancorp in $597 Million Deal, Sets 2026 Timeline for Full Public Conversion

Columbia Financial (NASDAQ: CLBK) has announced a definitive agreement to merge with Northfield Bancorp in an all-stock transaction valued at approximately $597 million. The deal, slated to close in early Q3 2026, coincides with Columbia's planned "second-step" conversion to a fully public company, a move executives say will unlock value and create a leading regional bank in the New Jersey-New York metro area.

Feb 2, 2026

Business

Zegna Charts Steady Course Amid Leadership Shift and China Volatility, Fueled by DTC Momentum

The Ermenegildo Zegna Group reported a resilient 2025, with full-year revenues reaching €1.92 billion. A strong fourth-quarter acceleration, driven by a 10% surge in direct-to-consumer sales, underscores the luxury group's strategic pivot away from wholesale. While the Americas and EMEA regions showed robust growth, Greater China remains a volatile market as the company navigates a planned leadership transition and industry headwinds.

Feb 2, 2026

Business

Beyond the Headlines: How Broadcom Emerges as the Silent Engine of the AI Chip Revolution

While Intel's struggles capture public attention and government subsidies, a less-heralded semiconductor titan, Broadcom, is forging a formidable path in AI through its deep partnership with Alphabet and a business model built for the long haul.

Feb 2, 2026

Business

Nvidia CEO Jensen Huang Confirms Major OpenAI Investment, Dismisses Deal Doubts

Nvidia CEO Jensen Huang has publicly committed to a landmark investment in OpenAI, calling it potentially the company's largest ever, while forcefully refuting reports of hesitation. The move deepens the strategic ties between the AI chip giant and the leading AI research lab.

Feb 2, 2026

Business

Ovintiv's NuVista Acquisition Clears Final Hurdle, Setting Stage for Canadian Expansion

The Canadian government has granted final approval for Ovintiv's takeover of NuVista Energy, completing all regulatory and shareholder requirements. The deal, expected to close shortly, significantly bolsters Ovintiv's position in the Canadian oil and gas sector, though analysts debate its long-term value and impact on shareholder returns.

Feb 2, 2026

Business

Global Payments Bets Big on Merchant Services with Worldplay Acquisition and Unit Sale

In a major strategic pivot, Global Payments (NYSE:GPN) is shedding its issuer processing business to focus on merchant acquiring, fueled by its planned acquisition of Worldpay. The move aims to reshape its revenue streams and competitive edge in the evolving payments landscape.

Feb 2, 2026

Business

PSEG Boosts Sustainability Credentials with High Recycling Rate, Adds Former PG&E CEO to Board

Public Service Enterprise Group (PEG) reports recycling more than 86% of its operational materials in 2024, as it strengthens its board with the appointment of former utility executive Geisha J. Williams, signaling a dual focus on environmental stewardship and governance.

Feb 2, 2026

Business

Columbia Financial Surges on $597 Million Northfield Bancorp Acquisition Deal

Shares of Columbia Financial (CLBK) rallied sharply after the community bank announced a definitive agreement to acquire Northfield Bancorp, a move set to create New Jersey's third-largest regional bank and significantly boost future earnings.

Feb 2, 2026

Business

Zoom's Strategic Bet on Anthropic Fuels Analyst Optimism for an AI-Driven Revival

Zoom Video Communications, bolstered by stable post-pandemic cash flows, is drawing renewed Wall Street attention following its venture investment in AI leader Anthropic, with some analysts touting it as a compelling AI play.

Feb 2, 2026

Business

NVIDIA CEO Jensen Huang Commits to Major OpenAI Investment, Dismisses Rift Rumors

Amid intense competition and financial pressure, NVIDIA's CEO reaffirms a "huge investment" in OpenAI, countering reports of dissatisfaction with the AI pioneer's business model as the industry's funding frenzy continues.

Feb 2, 2026

Business

Myriad and AceTrader Launch $30K Prediction Contest Around High-Stakes Crypto Trading Showdown

Prediction market platform Myriad partners with crypto prop firm AceTrader, allowing users to bet on the outcomes of a million-dollar trader competition while competing for a share of a $30,000 prize pool.

Feb 2, 2026