Arbutus Biopharma: LNP Litigation And Imdusiran Drive Near-Term Catalysts — Neutral
ABUS Seeking Alpha — February 03, 2026Arbutus Biotech faces a pivotal March jury trial against Moderna over LNP patent infringement, creating significant legal optionality. ABUS's valuation is driven by its hepatitis B pipeline, especially imdusiran, with clinical milestones outweighing speculative legal outcomes. Recent financials show a narrowed net loss and 1.5-year cash runway, reflecting cost reductions and focused R&D.
Strong price rebounds in gold, silver despite better risk appetite — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL SIL SILJ SIVR SLV SLVP UGL Kitco — February 03, 2026Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.
BP Investors Demand Proof That Shift Back to Oil and Gas Will Boost Returns — Neutral
BP WSJ — February 03, 2026The company is now increasing oil-and-gas investment to around $10 billion a year to 2027—20% higher than previous guidance—and expects returns of greater than 15% on the projects.
HPE to Present Live Audio Webcast of Fiscal 2026 First Quarter Earnings Conference Call — Neutral
HPE Business Wire — February 03, 2026HOUSTON--(BUSINESS WIRE)--HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the first quarter of fiscal 2026, ending January 31, 2026. The call is scheduled for Monday, March 9, at 4:00 p.m. CT (5:00 p.m. ET), and the webcast will be available at www.hpe.com/investor/2026Q1Webcast. A replay of the webcast will be available at the same website shortly after the call and will remain available for approximately one year. For additi.
High-Yield Carnage In 2026 — Negative
AGNC ARCC ARR BXMT BXSL CHMI CIM CSWC DX EFC FBRT FSK GAIN GBDC GPMT MAIN MFA MITT NLY OBDC OCSL ORC PFSI PMT RC Seeking Alpha — February 03, 2026Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperformed on a risk-adjusted basis, prompting a portfolio shift towards these instruments for better yield and stability.
PayPal Names HP Exec as New CEO; Expects Earnings Decline in 2026 — Neutral
PYPL WSJ — February 03, 2026PayPal has tapped former HP Chief Executive Enriques Lores to be its next leader after the board decided “the pace of change and execution was not in line” with expectations.
Voyager Technologies: Speculative Buy As Space Heats Up (Rating Upgrade) — Neutral
VOYG Seeking Alpha — February 03, 2026Voyager Technologies is now rated a speculative buy after a 38% share price decline, offering improved risk/reward. VOYG's diversified segments, recent acquisitions, and Starlab JV position it for long-term space and defense growth despite near-term cash burn. Convertible notes issuance and anticipated grants bolster liquidity, mitigating dilution risk until 2030 and supporting capital expenditures.
Natura Resources Partners with NGL Energy Partners to Enable Large-Scale Produced Water Treatment with Small Modular Nuclear Reactors in the Permian Basin — Neutral
NGL PRNewsWire — February 03, 2026Natura's 100-megawatt, molten-salt reactor design offers an ideal option for power production and produced water treatment, providing solutions for critical problems in Texas and other energy producing states Agreement to pursue pairing Natura's MSR-100 reactor with desalination technology to create large-scale produced water treatment opportunities ABILENE, Texas, Feb. 3, 2026 /PRNewswire/ -- Natura Resources LLC (Natura), a leading developer of advanced molten-salt nuclear reactors, has signed an agreement with NGL Water Solutions Permian LLC, a subsidiary of NGL Energy Partners LP (NYSE: NGL), to pursue opportunities to combine Natura's advanced nuclear reactor technology with thermal desalination for power production and …
Salesforce: AI Adoption Is Surging -- The Revenue Lag Is The Opportunity — Positive
CRM Seeking Alpha — February 03, 2026Salesforce (CRM) is undervalued, with a BUY rating justified by strong AI-driven growth catalysts and holistic solutions. AI-based Agentforce solutions are rapidly adopted but currently contribute a small share of CRM's revenue, indicating a lag between organic and reported growth. CRM's financial discipline is improving margins and free cash flow, supporting flexibility despite a balance sheet heavy in goodwill from acquisitions.
Gold market analysis for February 3 - key intra-day price entry levels for active traders — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — February 03, 2026Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.
Question: Robinhood Markets (NASDAQ:HOOD) has shown strong fundamentals — so what caused the stock to decline sharply?
Amazon's AWS Should Win Share Over Microsoft's Azure (Preview) — Positive
AMZN MSFT Seeking Alpha — February 03, 2026Amazon is positioned for AWS revenue acceleration, while Microsoft Azure faces stagnation and benefits from diversified enterprise exposure. AWS's growth is driven by Anthropic's AI workloads and ongoing infrastructure expansion, with Q4 FY25 revenue expected to rise 21-23% YoY. Non-cloud segments, including Amazon Ads and North America/International, remain robust, supporting stable overall growth and operating leverage.
Strength Seen in Harrow (HROW): Can Its 9.7% Jump Turn into More Strength? — Positive
HROW Zacks Investment Research — February 03, 2026Harrow (HROW) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
PayPal Names HP Inc.'s Lores as CEO and Misses Earnings Estimates. Stock Drops 16%. — Negative
HPQ PYPL Barrons — February 03, 2026HP CEO Enrique Lores will replace Alex Chriss as PayPal's next chief executive.
Village Farms International's earnings, margins, and operating leverage are now overwhelmingly cannabis-driven. The company has made quite a remarkable transition over the last five years. The main risks are regulatory in nature. Village Farms also has significant exposure to fluctuating prices in the Canadian market.
Anterix Unveils New Brand at DISTRIBUTECH 2026, Showcasing the Next Evolution of Utility-Led Grid Connectivity — Neutral
ATEX GlobeNewsWire — February 03, 2026New identity reflects Anterix's expanded role unifying spectrum, deployment solutions, and ecosystem partners to accelerate time-to-deploy and measurable utility outcomes New identity reflects Anterix's expanded role unifying spectrum, deployment solutions, and ecosystem partners to accelerate time-to-deploy and measurable utility outcomes
Jack's Family Restaurants Selects PAR Technology's Unified Platform to Power Guest Experience Across All Locations — Neutral
PAR Business Wire — February 03, 2026NEW HARTFORD, N.Y.--(BUSINESS WIRE)--PAR Technology Corporation (NYSE: PAR), a leading foodservice technology provider, today announced that Jack's Family Restaurants (Jack's) is expanding its long-standing partnership with PAR, adopting PAR POS™, PAR Pay™, and the PAR Hardware™ suite, including PAR Wave™ and Kitchen Display Systems, across roughly 300 locations. The move marks a major milestone in Jack's digital evolution, enabling the brand to scale efficiently and deliver a seamless, connect.
Madison Square Garden Entertainment Corp. Reports Fiscal 2026 Second Quarter Results — Neutral
MSGE Business Wire — February 03, 2026NEW YORK--(BUSINESS WIRE)--Madison Square Garden Entertainment Corp. (NYSE: MSGE) (“MSG Entertainment” or the “Company”) today reported financial results for the fiscal second quarter ended December 31, 2025. The fiscal 2026 second quarter was highlighted by the Christmas Spectacular production's record-setting run. During its 92nd holiday season, which ended in January, over 1.2 million tickets were sold across 215 paid performances, marking the highest level of attendance in 25 years and comp.
The Marzetti Company Announces Agreement to Acquire Bachan's, Inc. — Neutral
MZTI Business Wire — February 03, 2026WESTERVILLE, Ohio--(BUSINESS WIRE)--The Marzetti Company (Nasdaq: MZTI) announced today that it has entered into a definitive agreement to acquire Bachan's, Inc., the fast-growing Japanese Barbecue Sauce brand known for its delicious, authentic, clean-label products. The transaction reinforces the company's expanding position in the sauce category and is expected to provide additional opportunities for growth through our retail and foodservice distribution network, the capabilities of our suppl.