Arbutus Biopharma: LNP Litigation And Imdusiran Drive Near-Term Catalysts — Neutral

ABUS   Seeking Alpha — February 03, 2026

Arbutus 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.

image for news Arbutus Biopharma: LNP Litigation And Imdusiran Drive Near-Term Catalysts

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, 2026

Jim 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.

image for news Strong price rebounds in gold, silver despite better risk appetite

The 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.

image for news BP Investors Demand Proof That Shift Back to Oil and Gas Will Boost Returns

HOUSTON--(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.

image for news HPE to Present Live Audio Webcast of Fiscal 2026 First Quarter Earnings Conference Call

Why the 5 Highest-Yielding Nasdaq 100 Stocks Are 2026 Boomer Safety Nets — Positive

CMCSA  KHC  MDLZ  PAYX  PEP   24/7 Wall Street — February 03, 2026

The highest-yielding stocks in the Nasdaq 100 make particular sense in 2026, as investors may well see a changing economic environment.

image for news Why the 5 Highest-Yielding Nasdaq 100 Stocks Are 2026 Boomer Safety Nets

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, 2026

Multiple 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.

image for news High-Yield Carnage In 2026

PayPal 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.

image for news PayPal Names HP Exec as New CEO; Expects Earnings Decline in 2026

Voyager Technologies: Speculative Buy As Space Heats Up (Rating Upgrade) — Neutral

VOYG   Seeking Alpha — February 03, 2026

Voyager 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.

image for news Voyager Technologies: Speculative Buy As Space Heats Up (Rating Upgrade)

Natura'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 …

image for news Natura Resources Partners with NGL Energy Partners to Enable Large-Scale Produced Water Treatment with Small Modular Nuclear Reactors in the Permian Basin

Salesforce: AI Adoption Is Surging -- The Revenue Lag Is The Opportunity — Positive

CRM   Seeking Alpha — February 03, 2026

Salesforce (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.

image for news Salesforce: AI Adoption Is Surging -- The Revenue Lag Is The Opportunity

Jim 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.

image for news Gold market analysis for February 3 - key intra-day price entry levels for active traders

What's Happening With Robinhood Stock? — Neutral

HOOD   Forbes — February 03, 2026

Question: Robinhood Markets (NASDAQ:HOOD) has shown strong fundamentals — so what caused the stock to decline sharply?

image for news What's Happening With Robinhood Stock?

Amazon's AWS Should Win Share Over Microsoft's Azure (Preview) — Positive

AMZN  MSFT   Seeking Alpha — February 03, 2026

Amazon 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.

image for news Amazon's AWS Should Win Share Over Microsoft's Azure (Preview)

Strength Seen in Harrow (HROW): Can Its 9.7% Jump Turn into More Strength? — Positive

HROW   Zacks Investment Research — February 03, 2026

Harrow (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.

image for news Strength Seen in Harrow (HROW): Can Its 9.7% Jump Turn into More Strength?

HP CEO Enrique Lores will replace Alex Chriss as PayPal's next chief executive.

image for news PayPal Names HP Inc.'s Lores as CEO and Misses Earnings Estimates. Stock Drops 16%.

Village Farms: Moving Past The Produce Section — Negative

VFF   Seeking Alpha — February 03, 2026

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.

image for news Village Farms: Moving Past The Produce Section

New 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

image for news Anterix Unveils New Brand at DISTRIBUTECH 2026, Showcasing the Next Evolution of Utility-Led Grid Connectivity

NEW 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.

image for news Jack's Family Restaurants Selects PAR Technology's Unified Platform to Power Guest Experience Across All Locations

NEW 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.

image for news Madison Square Garden Entertainment Corp. Reports Fiscal 2026 Second Quarter Results

The Marzetti Company Announces Agreement to Acquire Bachan's, Inc. — Neutral

MZTI   Business Wire — February 03, 2026

WESTERVILLE, 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.

image for news The Marzetti Company Announces Agreement to Acquire Bachan's, Inc.