Wolfe Research

Business

DaVita Navigates Hurricane Disruptions and Regulatory Shifts, Reaffirms 2024 Outlook Amid Steady Q3 Performance

DaVita Inc. reported third-quarter earnings in line with expectations, detailing its response to major hurricane disruptions and providing updates on supply chain challenges and the upcoming CMS 2025 payment rule. The company reaffirmed its full-year guidance while outlining potential headwinds and tailwinds for 2025.

Feb 4, 2026

Business

JPMorgan Strategist Sees Tech Sell-Off as Healthy Rotation, Eyes Overlooked Sectors

JPMorgan Private Bank's Stephen Parker argues the recent software-driven market volatility represents a constructive shift, with capital flowing into undervalued cyclical and international opportunities.

Feb 4, 2026

Business

Anthropic's Super Bowl Blitz: A $8 Million Jab at ChatGPT's Ad Plans

In a bold marketing move, AI firm Anthropic is using the Super Bowl's massive audience to draw a stark contrast with rival OpenAI, explicitly positioning its Claude chatbot as an ad-free sanctuary in an increasingly commercialized AI landscape.

Feb 4, 2026

Business

Building a Bogle-Inspired Dividend Portfolio on a $10,000 Budget

The late Vanguard founder John Bogle's principles for steady, long-term wealth creation remain accessible to investors of all sizes. We break down how to apply his focus on earnings growth and clarity over high yield to construct a resilient starter portfolio.

Feb 4, 2026

Business

From Hurricanes to Wildfires: Florida Insurer Eyes Risky Expansion into California's Volatile Market

Fresh from navigating Florida's hurricane-driven insurance crisis, Florida Peninsula Insurance is now exploring a potential move into California, a market reeling from record wildfire losses and major carrier pullbacks.

Feb 4, 2026

Business

Ethereum's Scaling Shift: Buterin Questions Layer-2 Roadmap as Core Network Evolves

Ethereum co-founder Vitalik Buterin signals a potential strategic pivot, suggesting the blockchain's original rollup-centric scaling plan may be outdated. Meanwhile, Tether launches an open-source mining OS, the Ethereum Foundation ramps up quantum resistance efforts, and Flare introduces new DeFi utility for XRP.

Feb 4, 2026

Business

MYR Group's Steady Returns: A Safe Bet or Stagnant Story?

While MYR Group delivers consistent returns on capital, its flat ROCE trend raises questions about future growth potential for the electrical contractor giant.

Feb 4, 2026

Business

Netflix Subscribers Gain Early Access to Warner Bros. Library as Mega-Merger Progresses

Ahead of its historic $82.7 billion acquisition, Netflix is already integrating Warner Bros. content, giving viewers a preview of the combined streaming giant's future catalog while regulatory hurdles loom.

Feb 4, 2026

Business

Alphabet Eyes 12th Straight Earnings Beat as AI Spending Scrutiny Intensifies

Alphabet (GOOGL) reports Q4 2025 earnings after the bell, with Wall Street anticipating strong growth. All eyes are on Google Cloud's profitability as investors weigh massive AI investments against the tech giant's historic margin performance.

Feb 4, 2026

Business

Institutional Investors Hold the Reins: Black Hills Corporation's 87% Ownership Signals Stability and Scrutiny

Black Hills Corporation (NYSE: BKH) finds itself firmly in the hands of institutional investors, with a commanding 87% ownership stake. This heavy institutional presence offers both a vote of confidence and a unique set of risks for the utility stock, as major players like BlackRock and Vanguard shape its trajectory.

Feb 4, 2026

Business

Bio-Techne Navigates Mixed Market Dynamics, Sees Stabilization and Growth in Key Verticals

Bio-Techne reports flat organic revenue for Q2 FY2026, citing offsetting trends in biotech and pharma. The company highlights strong momentum in China, APAC, and strategic growth areas like cell therapy and spatial biology, while maintaining robust profitability and a positive outlook for the second half of the year.

Feb 4, 2026

Business

Voice AI Unicorn ElevenLabs Soars to $11B Valuation with $500M Sequoia-Led Funding Round

The voice AI pioneer's valuation has more than tripled in under a year, fueling an ambitious expansion beyond audio into multimodal AI agents and key international markets.

Feb 4, 2026

Business

Disney's New CEO Pick Signals Strategic Pivot: From Streaming Dreams to Experience-Driven Realities

The appointment of parks veteran Josh D'Amaro as Disney's next CEO marks a decisive shift in corporate strategy, prioritizing the lucrative, tangible world of theme parks and experiences over the uncertain future of streaming media.

Feb 4, 2026

Business

SpaceX and xAI Merge in Historic $1.25 Trillion Deal, Forging Musk's Ultimate Tech Conglomerate

Elon Musk has consolidated his space exploration and artificial intelligence ventures, merging SpaceX and xAI in a landmark transaction that creates a single entity valued at approximately $1.25 trillion. The move signals a strategic pivot to intertwine AI development with interplanetary ambition, though it raises immediate questions about regulatory oversight and market concentration.

Feb 4, 2026

Louisiana's $10,000 Roof Grant: A Lifeline for Homeowners in Hurricane Alley

Facing soaring insurance costs and relentless storm threats, Louisiana is offering qualifying homeowners grants of up to $10,000 to fortify their roofs—a critical upgrade that's becoming a financial necessity in the Gulf Coast state.

Feb 4, 2026

US

Afghan National Pleads Not Guilty in Fatal Ambush of National Guard Members Near White House

Rahmanullah Lakanwal, who entered the U.S. via a resettlement program, faces nine federal charges for the November shooting that killed one guardsman and critically wounded another.

Feb 4, 2026

Business

End of an Era: Minute Maid to Discontinue Frozen Juice Concentrates After 80 Years

Coca-Cola's Minute Maid is phasing out its iconic frozen juice concentrate line by early 2026, marking the end of a post-war American pantry staple as consumer habits shift toward ready-to-drink options.

Feb 4, 2026

Business

Pentair's Pullback: A Buying Opportunity or a Value Trap?

Pentair's stock has retreated nearly 12% in a week, raising questions about its valuation. We analyze whether the water treatment and sustainable solutions leader is now undervalued or fairly priced after the recent sell-off.

Feb 4, 2026

Business

Microsoft's Valuation Crossroads: Assessing the Tech Giant After a Stellar Run and Recent Stumbles

Microsoft's stock momentum has cooled after years of impressive gains, raising questions about its current valuation. With shares trading below intrinsic value estimates, investors are weighing whether this is a buying opportunity or a sign of slowing growth.

Feb 4, 2026

Business

Alphabet's Q4 Earnings: A Crucial Test for AI-Led Momentum

As Alphabet prepares to report its fourth-quarter results, investors are watching to see if the tech giant's AI investments can sustain its recent stock surge and justify its massive capital expenditures.

Feb 4, 2026