SoftBank subsidiary to work with Intel on next-gen memory for AI — Positive
INTC SFTBF SFTBY CNBC — February 02, 2026SoftBank unit Saimemory and Intel team up on new memory tech aimed at AI and high-performance computing. Prototypes are planned for 2028, with commercialization targeted for fiscal 2029.
VB: Bottom-Up And Top-Down Analysis Points To Further Outperformance — Positive
VB Seeking Alpha — February 02, 2026VB: Bottom-Up And Top-Down Analysis Points To Further Outperformance
WuXi Biologics and Vertex Sign License and Research Service Agreement for T-cell Engager — Neutral
VRTX PRNewsWire — February 02, 2026SHANGHAI, Feb. 2, 2026 /PRNewswire/ -- WuXi Biologics (2269. HK), a leading global Contract Research, Development, and Manufacturing Organization (CRDMO), today announced that it has signed a license and research service agreement with Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) for an innovative trispecific T-cell Engager (TCE) for the treatment of B-cell mediated autoimmune diseases.
Gold and silver rebound after historic wipeout as analysts say thematic drivers stay intact — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL SIL SILJ SIVR SLV SLVP UGL CNBC — February 02, 2026Gold and silver prices clawed back ground on Tuesday after suffering a historic selloff. Investor intentions in precious metals have not likely changed for the worse as of yet, said Deutsche Bank.
Google Is Spending Big to Build a Lead in the AI Energy Race — Positive
GOOG GOOGL WSJ — February 02, 2026A deal to buy wind and solar developer Intersect is the latest in a series of moves that have left Google well prepared for the power crunch facing data centers.
BRBR Investors Have Opportunity to Lead BellRing Brands, Inc. Securities Fraud Lawsuit — Neutral
BRBR PRNewsWire — February 02, 2026NEW YORK, Feb. 2, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Bellring Brands, Inc. (NYSE: BRBR) between November 19, 2024 and August 4, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed.
Avidity Biosciences Announces Expected Record Date for Spin-Off — Neutral
RNA PRNewsWire — February 02, 2026SAN DIEGO, Feb. 2, 2026 /PRNewswire/ -- Avidity Biosciences, Inc. ("Avidity") (Nasdaq: RNA), a biopharmaceutical company committed to delivering a new class of RNA therapeutics called Antibody Oligonucleotide Conjugates ("AOCs™") to profoundly improve people's lives, today announced that its board of directors has designated the close of business, Eastern Time, on February 12, 2026 as the record date (the "Record Date") for the pro rata distribution of all of the issued and outstanding shares of common stock of Atrium Therapeutics, Inc. ("SpinCo") to holders of Avidity common stock on the Record Date in connection with the previously announced proposed acquisition …
Seeking AI Exposure Following Palantir Earnings? Use This Tool — Neutral
PLTR Zacks Investment Research — February 02, 2026Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future, including artificial intelligence (AI).
Rosen Law Firm Encourages America's Car-Mart, Inc. Investors to Inquire About Securities Class Action Investigation - CRMT — Neutral
CRMT PRNewsWire — February 02, 2026NEW YORK, Feb. 2, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of America's Car-Mart, Inc. (NASDAQ: CRMT) resulting from allegations that America's Car-Mart may have issued materially misleading business information to the investing public. So What: If you purchased America's Car-Mart securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
AGL Investors Have Opportunity to Lead agilon health, inc. Securities Fraud Lawsuit First Filed by the Rosen Law Firm — Neutral
AGL PRNewsWire — February 02, 2026NEW YORK, Feb. 2, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of agilon health, inc. (NYSE: AGL) between February 26, 2025 and August 4, 2025, both dates inclusive (the "Class Period"), of the important March 2, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
Is NuScale Power the Next Nuclear Millionaire Maker -- and a Future Dividend Giant? — Neutral
SMR The Motley Fool — February 02, 2026NuScale Power is attempting to build a manufacturing business around small modular nuclear reactors. The company is still trying to finalize its first sale.
Sandisk's sales are soaring. The tech stock's price could rise another 50% from here.
Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript — Neutral
RMBS Seeking Alpha — February 02, 2026Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript
Brunswick: Fundamentals Are Getting Better, But Expectations Have Gone Up — Positive
BC Seeking Alpha — February 02, 2026Brunswick Corporation is downgraded to hold as valuation now reflects much of the recovery thesis despite strong execution. Recent Q4 2025 results confirm demand recovery, with net sales up 15.5% y/y and double-digit January retail growth. BC is gaining wholesale market share and expanding margins, with management guiding FY2026 EBIT margins of 7.5%–8%.
Tesla introduces new Model Y variant in US priced at $41,990 — Positive
TSLA Reuters — February 02, 2026Electric automaker Tesla introduced a new variant of its Model Y vehicle in the United States priced at $41,990, the company's website showed on Monday.
IJS offers diversified exposure to undervalued U.S. small-cap stocks, managing approximately $7 billion with a 0.18% expense ratio. The first time I wrote about it, I talked about small-cap value potential amid anticipated rate cuts, but macro conditions have shifted. Interest rates are now closer to the Fed's floor, and slower economic growth may favor large-cap equities over small-cap value.
'GameStop in 2026': How silver market has morphed into meme trading — Neutral
GME SIL SILJ SIVR SLV SLVP CNBC — February 02, 2026The metal's price action has drawn growing comparisons to meme stocks such as GameStop. Michael Antonelli, market strategist at Bull and Baird: "How is Silver different than, say, GameStop?
Even Disney can't outrun the international travel slowdown — Negative
DIS Business Insider — February 02, 2026Disney reported "headwinds" in international visitation to its US theme parks. International visitors to the US declined in 2025, especially from Canada.
Palantir Technologies Inc. (PLTR) Q4 2025 Earnings Call Transcript — Neutral
PLTR Seeking Alpha — February 02, 2026Palantir Technologies Inc. (PLTR) Q4 2025 Earnings Call Transcript
Kforce Inc. (KFRC) Q4 2025 Earnings Call Transcript — Neutral
KFRC Seeking Alpha — February 02, 2026Kforce Inc. (KFRC) Q4 2025 Earnings Call Transcript