SoftBank subsidiary to work with Intel on next-gen memory for AI — Positive

INTC  SFTBF  SFTBY   CNBC — February 02, 2026

SoftBank 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.

image for news SoftBank subsidiary to work with Intel on next-gen memory for AI

VB: Bottom-Up And Top-Down Analysis Points To Further Outperformance — Positive

VB   Seeking Alpha — February 02, 2026

VB: Bottom-Up And Top-Down Analysis Points To Further Outperformance

image for news VB: Bottom-Up And Top-Down Analysis Points To Further Outperformance

SHANGHAI, 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.

image for news WuXi Biologics and Vertex Sign License and Research Service Agreement for T-cell Engager

Gold 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.

image for news Gold and silver rebound after historic wipeout as analysts say thematic drivers stay intact

Google Is Spending Big to Build a Lead in the AI Energy Race — Positive

GOOG  GOOGL   WSJ — February 02, 2026

A 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.

image for news Google Is Spending Big to Build a Lead in the AI Energy Race

NEW 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.

image for news BRBR Investors Have Opportunity to Lead BellRing Brands, Inc. Securities Fraud Lawsuit

Avidity Biosciences Announces Expected Record Date for Spin-Off — Neutral

RNA   PRNewsWire — February 02, 2026

SAN 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 …

image for news Avidity Biosciences Announces Expected Record Date for Spin-Off

Seeking AI Exposure Following Palantir Earnings? Use This Tool — Neutral

PLTR   Zacks Investment Research — February 02, 2026

Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future, including artificial intelligence (AI).

image for news Seeking AI Exposure Following Palantir Earnings? Use This Tool

NEW 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.

image for news Rosen Law Firm Encourages America's Car-Mart, Inc. Investors to Inquire About Securities Class Action Investigation - CRMT

NEW 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.

image for news AGL Investors Have Opportunity to Lead agilon health, inc. Securities Fraud Lawsuit First Filed by the Rosen Law Firm

NuScale Power is attempting to build a manufacturing business around small modular nuclear reactors. The company is still trying to finalize its first sale.

image for news Is NuScale Power the Next Nuclear Millionaire Maker -- and a Future Dividend Giant?

Why Sandisk Stock Surged Today — Positive

SNDK   The Motley Fool — February 02, 2026

Sandisk's sales are soaring. The tech stock's price could rise another 50% from here.

image for news Why Sandisk Stock Surged Today

Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript — Neutral

RMBS   Seeking Alpha — February 02, 2026

Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript

image for news Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript

Brunswick: Fundamentals Are Getting Better, But Expectations Have Gone Up — Positive

BC   Seeking Alpha — February 02, 2026

Brunswick 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%.

image for news Brunswick: Fundamentals Are Getting Better, But Expectations Have Gone Up

Tesla introduces new Model Y variant in US priced at $41,990 — Positive

TSLA   Reuters — February 02, 2026

Electric 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.

image for news Tesla introduces new Model Y variant in US priced at $41,990

IJS: The Opportunity Risk In This Regime — Positive

IJS   Seeking Alpha — February 02, 2026

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.

image for news IJS: The Opportunity Risk In This Regime

'GameStop in 2026': How silver market has morphed into meme trading — Neutral

GME  SIL  SILJ  SIVR  SLV  SLVP   CNBC — February 02, 2026

The 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?

image for news 'GameStop in 2026': How silver market has morphed into meme trading

Even Disney can't outrun the international travel slowdown — Negative

DIS   Business Insider — February 02, 2026

Disney reported "headwinds" in international visitation to its US theme parks. International visitors to the US declined in 2025, especially from Canada.

image for news Even Disney can't outrun the international travel slowdown

Palantir Technologies Inc. (PLTR) Q4 2025 Earnings Call Transcript — Neutral

PLTR   Seeking Alpha — February 02, 2026

Palantir Technologies Inc. (PLTR) Q4 2025 Earnings Call Transcript

image for news Palantir Technologies Inc. (PLTR) Q4 2025 Earnings Call Transcript

Kforce Inc. (KFRC) Q4 2025 Earnings Call Transcript — Neutral

KFRC   Seeking Alpha — February 02, 2026

Kforce Inc. (KFRC) Q4 2025 Earnings Call Transcript

image for news Kforce Inc. (KFRC) Q4 2025 Earnings Call Transcript