Lantronix (LTRX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Serve Robotics' DoorDash partnership broadens demand, improves robot utilization and strengthens unit economics as it pushes toward scalable growth.

Camden Property Trust is navigating multifamily market oversupply by shifting from development to share repurchases, reiterating a Buy rating. CPT capitalizes on the valuation gap between public and private markets, selling assets at 4.75%-5% cap rates and buying back shares at higher implied yields. Management executed $50 million in repurchases and retains $400 million in authorization, funded by dispositions of older, higher CapEx communities.

OGE Energy is positioned to benefit from surging data center demand and robust population growth in its Oklahoma service area. OGE expects 5%-7% annual EPS growth through the decade, with upside from data center projects and potential for multiple expansion from a mid-range 17.6x 2026E EPS. Dividend growth is targeted to align with EPS, supported by a strengthened balance sheet and disciplined payout ratio management.

DLTR's store conversions, 3.0 formats and Uber Eats partnership lift comps, traffic and basket size, signaling sustainable growth momentum.

The market seems to once again disregard the increasingly challenging economic and geopolitical backdrop. Despite rich valuations and higher risks, we are seeing a continued rise across the major Mag-7-based indices. However, the ETF inflows show no signs of stopping, and the argument of sitting on the sidelines due to stretched valuations sounds really like a broken record.

MINNEAPOLIS--(BUSINESS WIRE)--Jamf, (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced it has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Management Tools. Recognized for both Completeness of Vision and Ability to Execute. Jamf is the only Apple-first platform that unifies management, security, and AI-driven automation, giving organizations Apple-native depth, enterprise-grade security, and seamless integration with their exist.

Artificial intelligence stocks have skyrocketed in recent years on optimism about this technology's potential. Concerns about the possibility of an AI bubble, however, weighed on these players in late 2025.

MCLEAN, Va.--(BUSINESS WIRE)--BigBear.ai (NYSE: BBAI), a leading provider of mission-ready AI for national security and complex enterprise environments, today announced a new partnership with the Kraft Group, the holding company for the Kraft family's diverse family of businesses, including global operations across sports, paper and packaging manufacturing, and distribution of forest products. The partnership between BigBear.ai and the Kraft Group is the result of shared vision between the orga.

Datadog stock price has suffered a big reversal in the past few months, moving from the key level at $200 in November to the current $130. It has dropped to the lowest level since September.

NEW YORK--(BUSINESS WIRE)--American Express Company (NYSE: AXP) today announced management participation in the UBS Financial Services Conference on Tuesday, February 10, 2026, beginning at 1:00 p.m. (ET). A live audio webcast of the discussion about the company's business strategy and financial performance will be accessible to the general public through the American Express Investor Relations website at http://ir.americanexpress.com. An audio replay of the discussion will be available after t.

Proposed Transaction Expected to Expand Ready-to-Drink Product Portfolio, Enhance White Tea Value Chain, and Broaden Health-Oriented Consumption Scenarios

Oklo inked an agreement with the Department of Energy, which will help the company in its plans to produce medical and research radioisotopes. Oklo is advancing a power project with Meta to support its data centers in Ohio.

Amazon Pharmacy said on Friday it now offers Novo Nordisk's Wegovy pill through insurance plans as well as through a cash-pay option.

MongoDB (NASDAQ: MDB), a leading database management firm, has almost doubled in six months, reaching a 52-week peak near $445 before some profit-taking occurred. Three factors are driving this increase:

Quanta Services, Inc. ( PWR ) is seeing renewable and storage projects emerge as an important support for backlog growth as utilities accelerate investment in flexible and reliable power infrastructure. As the U.S. power market evolves, utilities are increasingly relying on renewables and battery storage to meet load growth, manage intermittency and strengthen grid stability.

UPS stock (NYSE:UPS) has surged 8% in a week after Citigroup's upgrade to a buy rating with a price target of $126. The company announced better-than-expected Q3 2025 results last October, and positive momentum from FedEx's solid performance has enhanced sentiment throughout the transportation sector.

I view iShares 20+ Year Treasury Bond ETF as a hold, given balanced risk-reward and heightened uncertainty in 2026. Despite three Fed rate cuts in 2025, TLT's price action has been muted, signaling diminished safe-haven demand. Record U.S. debt and persistent inflation challenge the traditional 'flight to quality' thesis for TLT in recessions.

GE Vernova (GEV) appeared to shrug off a downgrade from Baird in the hour before Friday's opening bell. The downgrade comes After Meta Platforms (META) tapped Vistra (VST) and Oklo Inc. (OKLO) to supply electricity for the social media conglomerate.

HELE's third-quarter earnings meet estimates as sales decline year over year, with Home & Outdoor weakness partly offset by Olive & June growth.