As of February 5, 2026, United Rentals, Inc. (NYSE: URI) finds itself at a critical crossroads that perfectly encapsulates the current state of the American industrial economy. Long considered the "canary in the coal mine" for the construction and infrastructure sectors, the world’s largest equipment rental company has recently transitioned from a period of euphoric [...]
The landscape of global energy has shifted dramatically in the opening weeks of 2026. Following a series of tectonic geopolitical maneuvers by the second Trump administration, the long-dormant Venezuelan oil sector is being forcefully integrated back into the Western financial fold. After years of decay and "maximum pressure" sanctions that
A number of stocks fell in the afternoon session after sentiment weakened following a surprisingly weak private payrolls report from ADP. According to the ADP National Employment Report, the U.S. private sector added only 22,000 jobs in January, falling significantly short of economists' estimates of 45,000 to 48,000. The slowdown was led by the manufacturing and the professional and business services sectors. The professional and business services category was particularly hard-hit, shedding 57,000 jobs, marking its most substantial monthly decline since mid-2025. This lackluster hiring data points to a potential cooling in the labor market, raising concerns for companies whose revenues are closely tied to employment levels and business spending.
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats.
However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
The Trade Desk (NASDAQ: TTD) finds itself in the crosshairs of a leadership crisis following the sudden and jarring termination of Chief Financial Officer Alexander Kayyal on January 26, 2026. The move, which comes just five months after Kayyal assumed the role, has rattled the nerves of institutional investors and
AUSTIN, TX — In a move that underscores the insatiable and increasingly expensive demand for artificial intelligence infrastructure, Oracle Corporation (NYSE: ORCL) announced on Monday, February 2, 2026, a massive capital-raising plan intended to secure between $45 billion and $50 billion in gross cash proceeds over the current calendar year. The
NEW YORK — In a tale of two realities, the world’s leading payment giants, Visa Inc. (NYSE: V) and Mastercard Inc. (NYSE: MA), reported robust earnings for the final quarter of 2025, revealing a U.S. consumer that remains resilient despite mounting economic and political headwinds. However, the financial triumph
Oracle Corporation (NYSE: ORCL) has sent shockwaves through the financial and technology sectors by announcing a massive $50 billion capital-raising plan for the 2026 calendar year. This unprecedented move marks a definitive pivot for the enterprise software giant as it aggressively builds out the physical infrastructure required to power the
The global energy market has been sent into a tailspin as oil prices surged to four-month highs in late January 2026. Brent crude futures jumped to $68.40 per barrel, while West Texas Intermediate (WTI) followed suit, reaching $63.21. The rally is being fueled by a volatile cocktail of
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Citigroup (NYSE:C) and the rest of the diversified banks stocks fared in Q4.
Shares of electrical connector manufacturer Amphenol (NYSE:APH) jumped 3% in the afternoon session after analysts at Barclays and Citigroup raised their price targets on the stock. Barclays maintained its "Overweight" rating while increasing its price target on Amphenol to $175.00 from $156.00.
Shares of cybersecurity AI platform provider SentinelOne (NYSE:S) fell 5.7% in the afternoon session after Goldman Sachs lowered its price target on the company's stock. The firm reduced its target to $16.50 from $19.00 but kept its Neutral rating.
Citigroup's March layoffs are part of a 20,000‑job reduction plan running through the end of 2026, with roughly 1,000 roles already eliminated in January as CEO Jane Fraser tightens costs and restructures the bank under a multi‑year overhaul.
