WARN Act

Business

Treace Medical Concepts Faces Analyst Skepticism as Price Targets Trimmed Amid Demand Volatility

Analysts are recalibrating expectations for Treace Medical Concepts, lowering price targets despite a steady fair value estimate. The adjustments reflect concerns over uneven demand patterns, the distorting effect of one-time distributor orders, and questions about the company's operational execution in a challenging market.

Feb 4, 2026

Business

Paycom Software at a Crossroads: Beti Model and AI Anxiety Spark Valuation Debate

Paycom Software (PAYC) faces a pivotal moment as investor focus sharpens on its Beti self-service platform and broader AI sector turbulence, juxtaposed against a significant share price reset and the strategic return of sales veteran Jeff York.

Feb 4, 2026

Business

Arcos Dorados: Is the Golden Arch's Latin American Operator Still a Value Play After Its Rally?

Arcos Dorados Holdings, the master franchisee for McDonald's in Latin America and the Caribbean, has seen its shares surge recently. With revenue of $4.56 billion and net income of $245.35 million, investors are now debating whether the stock's momentum has outpaced its fundamental value.

Feb 4, 2026

Business

Meta's Legal Gauntlet: Child Safety, Privacy, and Patent Battles Test Tech Giant's Resilience

Meta Platforms confronts a trifecta of high-stakes legal challenges across three continents, testing its core business models in social media, data privacy, and augmented reality hardware just as it doubles down on AI and the metaverse.

Feb 4, 2026

Business

Silicon Motion's 128% Rally: Is the Chip Stock Running Too Hot?

Silicon Motion Technology's shares have soared over the past year, dramatically outperforming the broader market. As the stock trades near $120, investors are grappling with a critical question: has the rally gotten ahead of the company's fundamentals? A deep dive into valuation metrics suggests caution may be warranted.

Feb 4, 2026

Business

Globalstar's Sky-High Valuation: Is the Satellite Stock's 168% Rally Built on Solid Ground?

Globalstar's shares have soared over 168% in the past year, but a deep dive into its financials reveals a stark disconnect between its market price and fundamental valuation metrics, raising red flags for investors.

Feb 4, 2026

Business

Rithm Capital Bets on Tech Overhaul: Can ValonOS Reshape Mortgage Servicing?

Rithm Capital posts solid Q4 earnings while making a strategic push to modernize its mortgage servicing operations through a deeper integration of Valon Technologies' platform, aiming to cut costs and improve efficiency in a challenging market.

Feb 4, 2026

Business

Zoetis Trims Long-Term Outlook Amid Slowing Veterinary Visits, Shifting Investor Focus to Pipeline Execution

Animal health leader Zoetis has revised down its 2026 financial forecast, attributing the move to a persistent slowdown in veterinary clinic traffic. While major investors acknowledge the near-term headwind, they emphasize confidence in the company's diversified portfolio and development pipeline to navigate the softer demand environment.

Feb 4, 2026

Business

Jackson Financial's Annuity Growth Fails to Boost Profit Margins, Raising Investor Concerns

Despite steady growth in annuity premiums, Jackson Financial (NYSE: JXN) has reported a multi-year decline in pre-tax profit margins, as rising expenses offset revenue gains. This divergence between top-line growth and profitability is prompting investors to scrutinize the quality of the insurer's earnings and its long-term value proposition.

Feb 4, 2026

Business

BitMine's $6 Billion Paper Loss on Ethereum Holdings Is 'By Design,' Says Chairman Tom Lee

BitMine Immersion Technologies defends its significant unrealized losses on Ethereum, framing them as an expected outcome of its long-term treasury strategy aimed at tracking and outperforming ETH over a full market cycle, rather than a failure of execution.

Feb 4, 2026

Business

Crypto's New World Order: Asia Dominates Trading, U.S. Builds Institutional Engine

A new report ahead of Consensus Miami reveals a deepening regional divide in crypto: Asia leads in trading volume and daily usage, while the U.S. cements its role as the institutional and regulatory nucleus. Latin America emerges as a key case study for utility-driven, real-world adoption.

Feb 4, 2026

Business

AMD Shares Slump in Frankfurt as Revenue Forecast Dents AI Ambitions

Advanced Micro Devices (AMD) shares tumbled more than 6% in early Frankfurt trading after the chipmaker projected a slight dip in quarterly revenue, casting doubt on its ability to close the gap with market leader Nvidia in the high-stakes artificial intelligence sector.

Feb 4, 2026

Business

Two Harbors Charts New Course with UWM Merger as Q4 Results Show Steady Performance

Two Harbors Investments reported a solid fourth quarter, highlighted by a 3.9% economic return and rising book value. The earnings call was dominated by strategic discussions around the firm's pending merger with United Wholesale Mortgage, a move executives argue is essential to achieve the scale needed in today's mortgage market.

Feb 4, 2026

Business

Minerva Neurosciences Charts Final Path for Schizophrenia Drug Targeting Debilitating 'Negative Symptoms'

In a pivotal virtual briefing, Minerva Neurosciences detailed its confirmatory Phase 3 trial design for roluperidone, a potential first-in-class therapy for the persistent and disabling negative symptoms of schizophrenia, with top-line results expected by late 2027.

Feb 4, 2026

Business

Spire Posts Strong Q1 Earnings, Reaffirms Outlook Amid Strategic Shifts and Tennessee Acquisition Push

Spire Inc. reported a significant year-over-year increase in first-quarter earnings, driven by new utility rates and robust operational performance. The natural gas distributor reiterated its multi-year financial guidance while navigating a major acquisition, a potential asset sale, and ongoing regulatory updates.

Feb 4, 2026

Business

Rithm Capital Caps 'Excellent Year' with Record Earnings, Eyes Expansion in Real Estate and Asset Management

Rithm Capital (NYSE: RITM) reported robust 2025 results, fueled by diversification and strategic acquisitions like Paramount's office portfolio. Management highlights record earnings, a $100B+ asset management platform, and a disciplined approach to growth amid a shifting rate environment.

Feb 4, 2026

Business

Santander Posts Record Profits, Unveils Major U.S. Acquisition to Fuel Growth

Banco Santander reported its strongest-ever annual results, with profit hitting €14.1 billion, and announced a strategic acquisition of Webster Bank to accelerate its transformation in the United States. The bank also outlined ambitious profitability targets through 2028.

Feb 4, 2026

Business

RPC Navigates Year-End Slowdown, Pins Hopes on Tech Rollouts and Cost Discipline

RPC Inc. reported a broad sequential revenue decline in Q4 2025, citing a late-year slowdown. While pressure pumping and some regional markets weakened, executives highlighted growth in specific service lines and strategic technology deployments as key pillars for navigating a challenging energy services landscape.

Feb 4, 2026

Business

Pentair Caps Record Year with Strong Q4, Sets Sights on Further Margin Growth in 2026

Pentair plc (PNR) delivered record financial results for 2025, marking its strongest performance since becoming a standalone water-focused company. Driven by robust margin expansion and cash flow, the firm issued confident guidance for continued earnings growth in the coming year.

Feb 4, 2026

Business

Amid FTSE 100 Jitters, Penny Stocks Like Borders & Southern Draw Investor Scrutiny

While broader UK markets falter on global headwinds, a subset of investors is sifting through penny stocks for hidden gems. We examine three companies—from Falklands oil exploration to digital media services—balancing potential against pronounced risks.

Feb 4, 2026