Business

Business

Investors should be watching this closely. The TACO trade lacks the precision of a proper model, yet the repetition looks too consistent to ignore,

The Turnaround Thesis: What Analysts See The bull case rests on Q3 2025's surprise beat. Unity Software ( NYSE:U) posted $0.20 earnings per share against expectations of a $0.23 loss, a 187% beat marking the first profitable quarter in recent memory. Revenue hit $471 million with 5.4% growth, while adjusted EBITDA margins expanded 200 basis points to 23%. CEO Matthew Bromberg called it an inflection point:

Speedo's parent company, Pentland Brands, plans to move its North American headquarters from Orange County to Long Beach, which has emerged as a hub for aquatic sports for the upcoming Summer Olympics in Los Angeles. The privately held, U.K.-based company that manages a portfolio of fashion and sportswear brands - including outdoor gear brand Berghaus and cycling apparel brand Endura - plans to move to a 25,000-square-foot facility at Aero Long Beach this summer.

2026 is already shaping up to be a brutal year for GameStop (NYSE: GME) stores. This month, nearly 500 locations have been marked for closure. The shutterings come as GameStop's CEO Ryan Cohen doubled down on the company and bought another half a million shares in GME stock. Here's what you need to know. GameStop is closing hundreds more stores Over the past year, it seems that GameStop has had one primary focus: reducing costs by shuttering stores.

But the massive initiative, called Stargate, may be exhausting the supply of available capital. JPMorgan Chase, the bank that recently led a pack of lenders to extend roughly $38 billion of debt for the construction of two planned Stargate data center campuses in Texas and Wisconsin, has encountered diminished interest as it has sold off pieces of the loan to other financial players, a person familiar with the situation said.

"All professionals will receive a new title that we will start to use internally and externally on June 1, 2026," said a presentation shared with employees during a meeting on Wednesday morning, which Business Insider has seen. Deloitte plans to tell employees their new job titles on January 29, before they take effect at the start of the firm's next financial year in June.

Working a side hustle to earn extra income has never been more common and accessible than it is now. As the cost of living continues to rise, more people are turning to tools like ChatGPT to work smarter, streamline everyday tasks, and generate extra income without adding another job to their schedule. While many turn to ChatGPT for work-related tasks or entertainment, more people are also finding practical ways to use it to boost their income.

Fortive's Q3 revenue of $1.03 billion grew just 2.3% while net income plummeted from $222 million to $55 million. Operating margin compressed 390 basis points to 15.5%. Management blamed operational challenges, but the numbers tell a story of lost pricing power in automation and sensing businesses. Full-year 2025 EPS of $1.86 represents a 38% decline from 2024's $2.99.

The markets appear to be on the road to recovery after yesterday's sell-off. President Trump revealed he would not exert extreme force in his pursuit to acquire the territory of Greenland. He also predicts that the U.S. stock market is poised to double in value sooner than later. Big Tech stocks are mixed, with chipmakers Nvidia ( Nasdaq; NVDA) and Micron Technology ( Nasdaq; MU) recapturing ground while Microsoft ( Nasdaq: MSFT) and Broadcom ( Nasdaq: AVGO) are seeing red.

Ray Dalio never misses an opportunity to cut to the chase. On Wednesday at Davos, speaking to Kamal Ahmed, Fortune's Executive Editorial Director for the UK and Europe, he had a blunt assessment of the landscape leaders and CEOs are facing at the moment. "What always scares me is the lack of realism," among leaders, he said as he reeled off the historic economic, climate, and political threats the world is grappling with. "Will law prevail? Everyone is having to deal with that question."

For more than a decade, autonomous buses have been "almost ready." Demonstrations with safety drivers began around 2015, and ten years later, this is still largely what we see. The reason is not a lack of ambition - it is physics, safety, and economics. Autonomous buses on city streets are inherently difficult. They carry dozens of passengers, operate as heavy vehicles, and move through a chaotic urban environment.

Helping, Deutsche Bank upgraded ALB to a buy rating with a $185 price target. Analysts at Baird also upgraded ALB to a buy with a price target of $210. "We are incrementally positive given the recent increase in lithium prices... and our view that demand strength stemming from stationary storage will continue to propel ALB higher," Baird analysts wrote, as noted by Seeking Alpha. Analysts at Truist also just upgraded ALB to a buy rating with a price target of $205.

Micron Technology ( NASDAQ:MU) could be the biggest beneficiary of the next bull market. It ended the year with a strong financial profile and growing demand for its solutions. Exchanging hands for $365, the stock has gained 233% in the past year. The demand for its NAND, DRAM, and high-bandwidth memory has outpaced supply and expanded margins. In the recently announced results, the company reported $13.64 billion in revenue, beating estimates. It was an impressive 57% year-over-year jump, driven by the growing demand for its specialized memory chips.

In the world of business, we tend to believe that success is a direct result of talent, resources, and a "great idea." We expect that if a company has a track record of dominance, like Google, Amazon, or Apple, they are a sure bet for the next big thing. Yet, the history of innovation is littered with the wreckage of unexpected flops launched by industry giants.

His career began at ground level, running his own Italian deli, where he learned firsthand how leadership, operations, and customer trust come together in real time. Long hours and daily problem-solving shaped his belief that strong businesses are built through consistency, structure, and accountability. Those early experiences led Anthony to develop a deeper interest in strategy and financial markets. He began studying trends, analysing patterns, and applying disciplined thinking to decision-making.

"Following a strategic review with external advisers, we have taken the difficult decision to sell the Russell & Bromley brand. This is the best route to secure the future for the brand, and we would like to thank our staff, suppliers, partners and customers for their support throughout our history."

You'll hear that there's genuinely no "recession-proof" asset that benefits from a broad-based downturn. Sure, you can always go short on an asset, but you'll lose out in the long run as the asset inevitably recovers. However, this is not true that there aren't assets that benefit from a recession. TLTW is one example, and I will explain why. It might be the best one in the current environment, as it comes with a 14.87% yield and a monthly distribution.

The clinics will provide MSPs and resellers with flexible, on-demand support, enabling sales teams to triage live opportunities and receive guidance on navigating deals across mobile, IoT, hosted telephony, and connectivity. The program aims to eliminate hesitation, accelerate adoption, and open new revenue streams for partners by providing them with direct access to experts working with these technologies on a daily basis.

But for many hotels, visibility-and sometimes survival-comes at the expense of profits. That dynamic is now at the heart of Beijing's antitrust probe. Regulators allege Trip.com is abusing its market position, with analysts citing deflation across the sector as the government's main concern. Interviews with lodging operators, industry groups and travel consultants describe a system where constant price-cutting and opaque policies are eroding profitability, even as demand rebounds.

The VanEck Uranium and Nuclear ETF has surged 75% over the past year, climbing from around $84 in January 2025 to $146.60 today. With $3.6 billion in assets, this fund concentrates on uranium miners and nuclear utilities, betting that renewed interest in carbon-free baseload power will translate into sustained demand for nuclear fuel and infrastructure. The question now is whether this momentum can continue or if the rally has gotten ahead of fundamentals.

NVDL offers a straightforward but unforgiving proposition: double Nvidia's daily return, every day. Since launching in December 2022, it has attracted $4.7 billion in assets by amplifying the defining AI infrastructure stock. Shares sit around $79, down nearly 10% year to date after NVDA slipped 4.5% through mid-January. That divergence matters. NVDL didn't deliver exactly double NVDA's decline because daily leverage compounds, a mechanical reality that erodes returns when the underlying stock swings sideways or trends down.

The fundamental challenge centers on balancing immediate income security against longevity risk. With life expectancy potentially extending 20 to 25 years, inflation will erode purchasing power significantly. A woman retiring today at 66 could live into her late 80s or beyond, meaning her portfolio must sustain withdrawals while maintaining growth. Social Security survivor benefits provide the foundation. A widow receives the higher of her own benefit or 100% of her deceased spouse's benefit. If she received $2,000 monthly but her husband received $3,200, she now gets $3,200. However, household expenses don't drop proportionally. Research shows a surviving spouse typically needs 75% to 80% of the couple's previous income.

My wealthy uncle, whose two sons produced no grandchildren, "adopted" my children as his own grandchildren. As such, he promised to pay for their college educations-completely. He put some of the money into their bank accounts and assured me that he had instructed his younger son to dole out the rest of the promised money when the time came. As far as I know, the only written record of this promise was an email I had sent to him, expressing my gratitude.

Fellow top Blue Jays prospects Arjun Nimmala and Jojo Parker were also listed among the industry's top 100 prospects, ranking 62nd and 66th, respectively. Yesavage sits as the 10th-highest ranked prospect on the list, courtesy of his 60-grade ranking from BA. Pittsburgh's Konnor Griffin is ranked the sport's No. 1 overall top prospect, slotting in ahead of Detroit's Kevin McGonigle and St. Louis' JJ Wetherholt - with that trio comprising BA's top three prospects for 2026 heading into spring training.

Bank stocks haven't exactly been the darlings of income investors over the past few years, for understandable reasons. Between regional banking stress, interest rate uncertainty, and regular overhang, the sector has traded at a discount compared to the broader market while many investors were also looking elsewhere for better yields. However, it's very possible that 2026 could be something of a turning point.