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Business

Tesla Gets a Boost: TD Cowen Raises Price Target to $519, Citing Mixed Q4 Signals

Investment firm TD Cowen has increased its price target on Tesla (TSLA) to $519, maintaining a Buy rating. The adjustment follows a fourth-quarter performance marked by strong margins and progress on autonomous driving projects, though tempered by higher capital expenditure forecasts and vague timelines for full self-driving technology.

Jan 30, 2026

Business

Truist Trims Landstar System Price Target to $145 Amid Earnings Disappointment

Truist Securities has lowered its price target on Landstar System (LSTR) from $150 to $145, maintaining a Hold rating following the logistics provider's fourth-quarter earnings miss. Analysts cite one-time insurance costs as a drag, while noting core fundamentals have yet to show a decisive turnaround.

Jan 30, 2026

Business

C.H. Robinson Gets Price Target Boost to $194 as TD Cowen Cites Resilient Q4 Performance

Analysts at TD Cowen have increased their price target on logistics giant C.H. Robinson to $194, citing better-than-expected fourth-quarter results and margin resilience in a tough spot market, while maintaining a Hold rating.

Jan 30, 2026

Business

TD Cowen Boosts GE Vernova Target to $780, Citing Strong Orders and Pricing Momentum

Analysts at TD Cowen have significantly raised their price target for GE Vernova (GEV) to $780, maintaining a Buy rating after the company's robust Q4 performance exceeded expectations on orders and pricing power.

Jan 30, 2026

Business

SEALSQ Bolsters French Tech Presence with 200-Strong Team Across Three Key Hubs

Semiconductor security firm SEALSQ deepens its investment in France, now employing around 200 specialists across its Toulouse, Aix-en-Provence, and Grenoble offices, positioning the country as a core R&D center for its post-quantum cryptography and secure chip technologies.

Jan 30, 2026

Business

TD Cowen Trims Price Target on Canadian Pacific Kansas City, Maintains Buy Rating Amid Shifting Investor Focus

Analyst Jason Seidl lowered CP's target to C$112 from C$116, citing reasonable valuation post-KCS merger but noting headwinds from negative estimate revisions and investor capital flowing toward U.S. rail M&A opportunities.

Jan 30, 2026

World

Trump Taps Kevin Warsh for Fed Chair, Banking on a Traditionalist for an Unconventional Era

President Donald Trump announces his intent to nominate former Fed Governor Kevin Warsh as the next Federal Reserve Chair, seeking a leader aligned with his economic vision amid debates over interest rates and inflation.

Jan 30, 2026

Business

Giverny Capital Exits Longtime Stake in CarMax, Shifts Focus Amid Market's AI Frenzy

Investment firm Giverny Capital has sold its entire position in used-car retailer CarMax, a holding of several years, as detailed in its Q4 2025 investor letter. The move highlights a strategic pivot away from traditional retail plays towards perceived higher-growth opportunities in technology, even as the firm's portfolio underperformed major indices last quarter.

Jan 30, 2026

Business

Equifax Bets on AI and Verified Data to Deepen Its Moat, But Can It Justify the Premium?

Equifax is expanding beyond traditional credit reporting with a new suite of AI-powered fraud detection and income verification tools. While this strategic push aims to embed the company deeper into the lending ecosystem, analysts remain divided on whether it's enough to support its current valuation amid high debt and execution risks.

Jan 30, 2026

Business

Beyond GLP-1: Eli Lilly Diversifies Pipeline with Autoimmune, Gene Editing Deals and Cancer Therapy Win

Eli Lilly bolsters its long-term growth strategy through two new R&D partnerships and a key regulatory milestone for an ovarian cancer drug, signaling a strategic push beyond its blockbuster diabetes and obesity treatments.

Jan 30, 2026

Business

Enphase Energy Announces Restructuring and New Storage Partnership Amid Investor Scrutiny

Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.

Jan 30, 2026

Business

Diageo Considers Exiting Indian Cricket, Weighs Sale of Royal Challengers Bengaluru IPL Franchise

Global spirits giant Diageo is exploring a sale of its high-profile Indian Premier League cricket franchise, Royal Challengers Bengaluru, as part of a strategic review of its Indian assets. Major private equity firms are circling, signaling strong interest in one of sports' most valuable properties.

Jan 30, 2026

Business

Salesforce Secures Major Army AI Contract, Launches Wildfire Tech Venture in Strategic Pivot

Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.

Jan 30, 2026

Business

Trump Taps Kevin Warsh for Fed Chair, Banking on a Traditionalist for an Unconventional Economic Moment

President Donald Trump announces his intent to nominate former Fed Governor Kevin Warsh to lead the central bank, seeking a policy shift aligned with his economic vision amid debates over inflation and the Fed's independence.

Jan 30, 2026

Business

Royal Baby Shoe Maker Early Days Faces Closure After 73 Years, Citing Economic Squeeze

The Leicester-based manufacturer behind the iconic baby shoes worn by Prince George and his siblings warns it is likely to shut down, a victim of soaring costs and plummeting consumer demand despite its royal endorsement.

Jan 30, 2026

Business

Alphabet Powers Giverny Capital's 2025 Gains, But Fund Lags Behind S&P 500

Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.

Jan 30, 2026

Business

Thomson Reuters Doubles Down on AI as CIBC Maintains Bullish Stance Despite Price Target Trim

CIBC reaffirms its Outperform rating on Thomson Reuters (TRI) as the information giant accelerates its strategic push into AI-driven compliance and legal tools, launching new products in the US and UK markets.

Jan 30, 2026

Business

Arm's AI Ambitions: Susquehanna Forecasts $1B+ Annual Royalty Stream from Custom AI Chip

Analysts at Susquehanna upgrade Arm Holdings to Positive, citing transformative deals with OpenAI and Meta. The firm projects a new AI XPU could generate over $1 billion in annual royalties, signaling a major shift beyond Arm's mobile roots.

Jan 30, 2026

Business

Analysts Bullish on Zscaler's Cybersecurity Dominance, Citing High Client Switching Costs as Key Moat

Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.

Jan 30, 2026

Business

Datadog Signals Preference for Organic Growth, Downplays Major Acquisition Ambitions

Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.

Jan 30, 2026