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SummaryApple Inc. delivered robust first fiscal quarter results, providing a semblance of calm amid recent market jitters.AAPL's China sales surged 38%, highlighting the iPhone's premium resilience despite macroeconomic headwinds in the region.Services revenue reached new highs, and now account for 26% of total sales, with disciplined capital allocation and robust free cash flow margins supporting long-term confidence.With AAPL likely bottomed after a correction, I believe its defensive positioning, strong pricing power, and proven ability to navigate hardware and AI market cycles will become evident.Time for me to upgrade AAPL into a Buy, as the stock looks set to bottom out and continue its next advancing phase.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » ozgurdonmaz/iStock Unreleased via Getty Images

The market wanted more from Tim Cook and company, and Apple Inc. (AAPL) delivered. Hence, I guess it should lend credence to the positive reaction this week (as AAPL finished in the green for the

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAAL, MSFT, META, GOOGL, XLK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Cameco is a hot commodity on Wall Street right now, but is it still worth buying?

Uranium producer Cameco (CCJ 7.69%) has a strong history. However, the current stock price is in uncharted territory. The stock is trading very close to its all-time high of roughly $124 per share. Should you jump in while it is trading just under that price? Here are some things to consider before making your final investment decision.

What does Cameco do? Cameco is tied at the hip to the nuclear power industry. However, the company doesn't produce power; it is an industry supplier. Historically, it has mined for and processed uranium. It still does this, but it recently bought half of Westinghouse, which provides services to the nuclear power industry. Still, as Cameco stands today, it is a pick-and-shovels play on nuclear power.

Image source: Getty Images.

Westinghouse is a fairly reliable cash-flow generator. Mining for uranium, on the other hand, has a history of being a volatile business. Uranium is a commodity, and its price rises and falls based on supply and demand dynamics in the industry. Cameco tends to use long-term contracts to help protect its cash flows from commodity swings, but there's no way to completely avoid the impact.

Right now, nuclear power is in high demand due to rising electricity demand driven by technologies like artificial intelligence and electric vehicles. That has investors excited about the uranium sector. However, nuclear power has fallen out of favor before, typically after reactor meltdowns. The last such meltdown was Fukushima in 2011, following which uranium prices tanked. Not shockingly, Cameco's stock price fell dramatically, as well.

There may not be enough uranium to go around The simple story here is that more demand for nuclear power will lead to more reactors being built. More reactors mean more customers for Cameco's uranium. That alone could be seen as a positive. But remember that uranium is a commodity. The growing demand for nuclear power is the demand side of the supply/demand equation. Something interesting is also happening on the supply side.

Cameco estimates that by 2030, there is going to be a small gap between supply and demand. That gap is going to grow over time, even with the currently planned investment in the industry's production. The gap, if demand trends remain the same, could grow into a Grand Canyon-sized chasm. In that scenario, uranium prices would likely skyrocket.

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Wall Street tends to be forward-looking, so this outlook is getting priced into Cameco's stock price today. Over the past five years, the company's stock price has risen by more than 800%. At the current price, Cameco's price-to-sales ratio is 21, compared to a five-year average of around 8. Its price-to-book value ratio is 10.8, compared to a longer-term average of 3.1. Both of these metrics suggest the stock is expensive today.

That said, the go-to valuation metric is normally the price-to-earnings ratio. Cameco doesn't have a five-year average for this metric because of losses in that span. However, the current P/E ratio of 140 is shockingly high on an absolute basis.

Should you buy Cameco today? If you are wondering if you should buy Cameco today, the answer is, unfortunately, it depends. The stock looks expensive, so anyone with a value bent will likely want to avoid it. However, if the supply/demand dynamics unfold as expected, there could be material upside to the company's sales and earnings.

That said, in order to buy Cameco today while it is hovering near all-time highs and trading with what appears to be a very high valuation, you need to believe that Wall Street is not already fully pricing in the long-term opportunity.

Valuation concerns capped ServiceNow NYSE: NOW price action in 2025, setting up a correction and buying opportunity unfolding in 2026. The Q4 release not only affirmed the company’s strengths but also its longer-term outlook and deepening value. Trading at approximately 30x earnings today, the stock is approximately 15x the 2030 outlook, suggesting a solid double-digit to triple-digit price advance lies ahead. 

ServiceNow Today

$116.73 0.00 (0.00%)

As of 01/30/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$113.13▼

$211.48P/E Ratio69.98

Price Target$194.47

Institutional activity is another factor highlighting the early 2026 opportunity. The group sold on balance in Q4 2025, harvesting losses for tax purposes, but bought on balance for the year and accelerated activity in early 2026. Buying in January topped $6 billion, or approximately 4% of the market cap, and will likely remain solid due to the value opportunity. 

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Highlights from the Q4 release include a $5 billion increase to the buyback authorization. The buybacks are focused on offsetting dilution and are a significant factor for investors. While this company does not buy shares aggressively or pay dividends, it is aggressively investing in its growth and produced an attractive 35% equity gain for investors in 2025. The year-end balance sheet highlights reveal the company is well-positioned to continue executing its strategy, while the 2026 outlook suggests another double-digit equity gain is ahead. 

Generative AI Drives Q4 Strength for ServiceNow ServiceNow had a solid quarter with revenue growing by more than 20% to over $3.5 billion. The strength was driven by subscriptions, up 21% year-over-year, underpinned by agentic and generative AI tools and client growth. The Now Assist generative AI tool is a growth pillar, up more than 100% compared to the prior year, while net new contract volume in contracts over $1 million increased by 40%. 

Margin news is also favorable despite the market response. The company delivered margin strength, underpinned by revenue leverage and operational quality, leaving adjusted earnings ahead of expectations. The 92 cents is 3 cents ahead of the consensus tracked by MarketBeat, compounded by a robust 2026 outlook. Guidance forecasts revenue to slow to the low-20% to high-teens, well above the consensus forecast, and is likely cautious given the increase in remaining performance obligations (RPO). Current RPO (cRPO) increased by 25%, and RPO by 26.5%, suggesting acceleration is possible in 2026.

ServiceNow Stock Overextends, Diverges From Indicators Overall MarketRank™94th Percentile

Analyst RatingModerate Buy

Upside/Downside66.9% Upside

Short Interest LevelHealthy

Dividend StrengthN/A

News Sentiment0.17 Insider TradingSelling Shares

Proj. Earnings Growth28.67%

See Full Analysis

ServiceNow’s stock price plunged more than 10% following the Q4 release and guidance update and may continue to fall in 2026. However, the charts indicated significant divergences in stochastic and MACD, suggesting overextension, shifting market dynamics, and a potential for a robust rebound. In this scenario, ServiceNow’s stock price may find a bottom in early 2026 and then set up to rebound later in the year. 

The December stock split is also impacting markets today. The stock split provided an opportunity for investors to sell, a not uncommon event, adding downward pressure to the price action. The critical takeaway is that this company issued a stock split, and those that do tend to trend higher over the long term. That is because companies that split do so because their stock prices have gotten too high; the stock price increases are underpinned by strong business, cash flow, and, usually, capital returns, and those conditions remain in effect following the split. The probable result is that the current selling pressures on ServiceNow stock will soon shift toward a more accumulation-focused market. 

The catalyst for the rebound will likely come in an upcoming quarterly report. Sustained strength can put analysts in a more bullish posture and bring the retail market back to buying. As it stands, the analysts are lowering their price targets for this Moderate Buy-rated stock and indicate a move to the low end of the range, where the stock is currently trading, with low-end targets providing a floor near critical support.

Should You Invest $1,000 in ServiceNow Right Now?Before you consider ServiceNow, you'll want to hear this.

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We are about to experience the greatest A.I. boom in stock market history...

Thanks to a pivotal economic catalyst, specific tech stocks will skyrocket just like they did during the "dot com" boom in the 1990s.

That’s why, we’ve hand-selected 7 tiny tech disruptor stocks positioned to surge.

The first pick is a tiny under-the-radar A.I. stock that's trading for just $3.00. This company already has 98 registered patents for cutting-edge voice and sound recognition technology... And has lined up major partnerships with some of the biggest names in the auto, tech, and music industry... plus many more. The second pick presents an affordable avenue to bolster EVs and AI development…. Analysts are calling this stock a “buy” right now and predict a high price target of $19.20, substantially more than its current $6 trading price. Our final and favorite pick is generating a brand-new kind of AI. It's believed this tech will be bigger than the current well-known leader in this industry… Analysts predict this innovative tech is gearing up to create a tidal wave of new wealth, fueling a $15.7 TRILLION market boom. Right now, we’re staring down the barrel of a true once-in-a-lifetime moment. As an investment opportunity, this kind of breakthrough doesn't come along every day.

And the window to get in on the ground-floor — maximizing profit potential from this expected market surge — is closing quickly...

Simply click the link below to get the names and tickers of the 7 small stocks with potential to make investors very, very happy.

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Scientist analyze biochemical samples in advanced scientific laboratory. Medical professional use microscope look microbiological developmental of viral. Biotechnology research in science lab.

getty

If you’re wondering whether the rally in tech stocks is fading, well, it is.

So if your portfolio is heavily weighted toward the sector (and it very well could be, given tech’s meteoric run), it’s time to shift.

We’re going to look at why the so-called Magnificent 7’s years-long run is set to ease in the months ahead. Then we’re going to go on offense and defense at the same time.

On offense, we’ll look to front-run the crowd into what I see as the next hot sector to benefit from the rise of AI. And for defense, we’re going to make a move to boost our dividend income substantially.

That way we’re not only building our income stream but we’re hedging against volatility, as we’ll be getting more of our return in cash.

Let’s start with why I see tech fading this year, after more than three years of dominance. But do keep in mind I’m not advocating selling out of tech—there are still lots of gains to come as it embeds itself further into our lives.

What I am saying is that it’s time to rebalance so we have free cash to put toward the strategy we’re going to get into today. The good news is that you can get a large part of the way there with just one buy—and no, it’s not an ETF. We’re going to get a level of income that’s very difficult to get with ETFs alone.

The Magnificent 7 Pass the BatonThe big-cap tech darlings have been called a lot of things over the last few years. Remember FAANG? It was an admittedly weird acronym consisting of Meta Platforms (META), then called Facebook, as well as Amazon.com (AMZN), Apple (AAPL), Netflix (NFLX) and Alphabet (GOOGL), then, of course, called Google.

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All the corporate name changing—and the fact that Netflix essentially became a movie studio—put an end to FAANG. So we moved to the Magnificent 7: Apple, Amazon, Alphabet and Meta, as well as Microsoft (MSFT), NVIDIA (NVDA) and Tesla (TSLA).

These stocks demolished the market back in 2023 and 2024, as more investors realized AI was going to be a major turning point for the economy and society as a whole.

This encouraged some fund managers to start ETFs that invest only in the Mag 7, like the Roundhill Magnificent Seven ETF (MAGS). It also spurred funds that trade in everything but, like the Defiance Large Cap Ex-Mag 7 ETF (XMAG), whose portfolio, as the name suggests, holds the S&P 500 minus the Mag 7.

When we compare these two, we start to see the tech “fade” I mentioned earlier.

Mag7 Total Returns

Ycharts

This chart compares these two ETFs’ performance in 2025. As you can see, XMAG (in orange) actually led the Mag 7 ETF (in purple) for much of the year, and only trailed by seven points at year-end.

This pattern is the result of a well-worn business cycle. It goes like this: One company (or sector, in this case) develops a new, more efficient way of doing something (AI). Then they start using it, making more money as a result.

Others in that sector copy the method. Then firms in other sectors realize this new approach can be adjusted for their use, so they adopt it and grow more efficient.

The name for this is, I kid you not, GPT, “general purpose technology.” It describes when an innovation in one field can be generalized to others. It’s a supreme irony that ChatGPT and other AI tools are themselves a kind of GPT!

This is happening slowly and unevenly, but it is one reason why the rest of the market is catching up to the Mag 7. And there’s still time for us to front-run this shift, which is apparent in more than just tech firms’ stock performance. Take a look at this:

Profit Margins Expand

Apollo Global Management

In this chart from Apollo Global Management chief economist Torsten Sløk, we can see how operating margins for the tech sector (in orange) have expanded, compared to the broader S&P 500 (in green). We also see that overall, the operating margin of the S&P 500 (including tech) rose from around 12% in 2007 to about 16% in 2025.

In other words, publicly traded companies grew about a third more efficient over this period. But note that all of this gain came from the tech industry.

But now we’re starting to see the, er, GPT of ChatGPT and other AI tools spread into other areas. That means we need to look beyond tech to put our strategy in play.

An 11.6%-Paying Fund in the Next Sector to Win From AIWe can do that with one closed-end fund (CEF) we added to my CEF Insider service late last year: the abrdn Life Sciences Investors Fund (HQL), which yields 11.6%.

HQL has a range of tools to help it deliver that payout. For starters, it’s run by medical researchers (Jason Akus, head of Aberdeen’s healthcare investments, is a doctor). And they’ve built a portfolio of strong biopharma stocks, such as Amgen (AMGN), Regeneron Pharmaceuticals (REGN) and Gilead Sciences (GILD).

These firms are ripe for AI optimization. In fact, most of the sector is using the tech already, to improve research and slash drug-development timelines (and risks).

These were some of the reasons why I recommended HQL to subscribers of my CEF Insider service in October 2025. Since then, the fund’s net asset value (NAV, or its underlying portfolio—in blue below) has topped the go-to S&P 500 ETF (in purple), including dividends the fund has collected on its holdings.

HQL Total Returns

Ycharts

It’s not too late to get in: Even with this gain, HQL trades at a 9.6% discount to NAV as I write this. That’s around where it was at the time of my October recommendation, and it means we’re essentially buying for around 90 cents on the dollar.

HQL has a “managed” payout, under which Akus and his team can shift the amount they pay in any given quarter. This is a feature, not a bug; even though it does mean HQL’s payout floats around a bit, it also means the fund can pull back payouts in a market rout in order to have extra cash to buy the resulting bargains.

And in a bull market, HQL can ramp up payouts. That’s something they’ve done with the latest payout, as you can see below, and I expect more increases as AI optimizes the pharma business:

HQL Dividend

Dividend Tracker

That’s why HQL is still attractive to us. And it’s just one example of how we can use CEFs to front-run AI’s move into other parts of the economy.

Moreover, there are plenty of other high-yielding CEFs in different (but equally “AI-ripe”) sectors we can use to pull off the same thing. Making contrarian moves like these—at discounts and with high dividends—is the core of our approach at CEF Insider.

Michael Foster is the Lead Research Analyst for Contrarian Outlook. For more great retirement income ideas, click here for our latest report “Indestructible Income: 5 Bargain Funds with Steady 9.1% Dividends.”

CANADA - 2026/01/22: In this photo illustration, the Adobe logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SOPA Images/LightRocket via Getty Images

Adobe (ADBE) stock could be a favorable investment at this moment. Why? Because you receive high margins - indicative of pricing power and cash generation ability - for a discounted price. Companies like this tend to produce consistent and predictable profits along with cash flows, which help lower risk and facilitate capital reinvestment. The market usually rewards such qualities.

What Is Happening With Adobe Stock?ADBE stock is currently 43% less expensive based on its P/S (Price-to-Sales) ratio compared to last year.

Although the stock may not show it yet, here are some positive developments for the company: Adobe's Q4 2025 achieved record operating cash flows exceeding $10 billion for FY2025, fueled by the increasing customer adoption of AI-driven features like Firefly. Monthly active users for complimentary AI services soared 35% to over 70 million. This AI-boosted Annual Recurring Revenue (ARR) now exceeds $8 billion. Strategic pricing changes for the Creative Cloud Edition 4 and photography plans in 2025, combined with updated individual app credit structures, strengthen recurring revenue streams. Remaining Performance Obligations currently total $22.52 billion, offering clear revenue visibility. Adobe also anticipates more than 10% total ARR growth for FY2026.

ADBE Has Strong FundamentalsRecent Profitability: Nearly 42.2% operating cash flow margin and 36.6% operating margin LTM.Long-Term Profitability: Approximately 39.1% operating cash flow margin and 35.6% operating margin last 3-year average.Revenue Growth: Adobe experienced growth of 10.5% LTM and 10.5% last 3-year average, but this is not classified as a growth story.Available At Discount: With a P/S multiple of 5.1, ADBE stock is currently offered at a 43% discount compared to last year.Here is a brief comparison of ADBE’s fundamentals with S&P medians.

ADBE fundamentals vs. S&P medians.

Trefis

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*LTM: Last Twelve Months

Don’t Expect A Slam Dunk, ThoughWhile ADBE stock might represent a strong investment opportunity, it’s essential to recognize Adobe stock’s history of downturns. ADBE dropped roughly 72% during the Dot-Com crash, 67% during the Global Financial Crisis, and 60% in the inflation shock of 2022. Even the less extreme declines in 2018 and the COVID selloff approached 25%. This illustrates that regardless of how robust a company appears, it can still suffer significant impacts during challenging market conditions. However, the risk extends beyond just major market downturns. Stocks can decline even in favorable markets - consider situations like earnings reports, business updates, and changes in outlook. Check ADBE Dip Buyer Analyses to understand how the stock has bounced back from significant dips in the past.

Lately, Adobe stock has faced headwinds due to increasing pressure on operating margins (projected at 45% for FY2026) because Adobe is spending heavily on Nvidia GPUs and AI infrastructure to power Firefly. More importantly, Adobe is seeing increased competition from Canva and Figma. While Adobe has 70 million free users, the company needs to prove they can convert those users into paying subscribers faster than competitors can steal them.

If you seek further information, read Buy or Sell ADBE Stock.

How We Arrived At ADBE StockADBE caught our attention because it satisfies the following criteria:

Market cap greater than $10 BilHigh CFO (cash flow from operations) margins or operating marginsSignificantly declined in valuation over the past yearHowever, if ADBE doesn’t seem appealing enough to you, here are alternative stocks that also meet all these criteria:

T-Mobile US (TMUS)Salesforce (CRM)Abbott Laboratories (ABT)Importantly, a portfolio initiated on 12/31/2016 with stocks that fulfill the aforementioned criteria would have yielded the following performance:

Average 12-month forward returns of almost 19%12-month win rate (percentage of selections returning positive) around 72%Multi-Asset Portfolios Offer More Upside With Less RiskStocks fluctuate, but bonds, commodities, and other assets help smooth out the ride. A multi-asset portfolio maintains steadier returns and minimizes single market risk.

The asset allocation model of Trefis’ Boston-based wealth management partner achieved positive returns during the 2008-09 period when the S&P lost over 40%. Our partner’s strategy currently incorporates the Trefis High Quality Portfolio, which has a history of comfortably outperforming its benchmark that includes all three - the S&P 500, S&P mid-cap, and Russell 2000 indices.

This tech company is using artificial intelligence to build up its business.

Shares of design software developer Figma (FIG 4.25%) experienced incredible success when they went public last July, debuting at $33 per share before skyrocketing to a 52-week high of $142.92 in August.

Since then, the stock has reversed course big time. Shares hit a 52-week low of $26.79 on Jan. 21, dropping below the IPO price. This may be a great opportunity to scoop up Figma stock. Or could reasons exist to hold off?

Answering those questions requires a deeper dive into Figma's business. 

Image source: Getty Images.

Figma's successful product strategy Figma is striving to reinvent design software, and one of the ways it's doing so is by incorporating artificial intelligence. For instance, the company acquired AI design start-up Weavy in October.

Weavy, now called Figma Weave, combines several leading AI models with professional editing tools to streamline the design process and enable designers to use AI as a collaborator to quickly achieve their creative visions.

The company's proprietary AI tool, Figma Make, is seeing 30% of customers providing annual recurring revenue (ARR) of $100,000 or more using it on a weekly basis, and usage is growing.

CFO Praveer Melwani explained the company's growth strategy on a November call with analysts, saying, "We deepened our investments in Q3 to build for the AI native workflows of the future." The approach is working, as evidenced by Figma's strong customer growth and retention.

In the third quarter of 2025, the company added more than 1,000 customers with ARR of $10,000 or more. In addition, Figma's net dollar retention rate for clients with ARR of at least $10,000 was 131%, which indicates these high-value customers are expanding their spending.

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Figma's financial performance The company's success in acquiring and retaining customers is driving sales growth. In Q3, Figma achieved record revenue of $274.2 million, a 38% year-over-year increase. In fact, sales have grown every quarter since Q1 of 2024, when revenue totaled $156.2 million.

Figma expects that trend to continue. It anticipates Q4 revenue to come in between $292 million and $294 million, representing 35% year-over-year growth at the midpoint.

The company also boasts an outstanding balance sheet. It exited Q3 with total assets of $2.1 billion, of which over $1.5 billion was cash, cash equivalents, and marketable securities. Total liabilities were $684.7 million, but $473.6 million of that was deferred revenue, representing upfront customer payments that will be recognized as sales after services are delivered.

Despite strong revenue growth, Figma suffered a massive Q3 net loss of $1.1 billion due to stock-based compensation costs related to its IPO. In the second quarter, however, the company was profitable, posting net income of $28.2 million. This suggests Figma can return to profitability in subsequent quarters.

Weighing whether to buy Figma stock Even with the possibility of a near-term rebound to profitability, the company's large Q3 net loss, coupled with a sky-high stock valuation, has led to a steadily falling share price since the initial IPO spike. Consequently, the situation warrants an evaluation of the stock's current value.

Given Figma wasn't profitable in Q3, its share price valuation can be assessed using the price-to-sales ratio (P/S), which measures how much investors are paying for every dollar of revenue generated over the trailing 12 months.

Data by YCharts.

The chart shows Figma's sales multiple exceeded 60 not long after the IPO, but has steadily declined since then. Now, the stock's P/S ratio of about 15 is far more reasonable.

Given the lower valuation, Figma looks like a compelling stock to buy. Its sales growth is poised to continue. Its excellent customer acquisition and retention numbers demonstrate that clients find its products valuable.

Figma's approach to AI, where the tech is an enabler rather than a replacement for human designers, is a sensible strategy given AI's limitations. Figma looks like it's making the right moves for long-term business success amid the rise of AI.

ITM Power Plc (ITMPF) Q2 2026 Earnings Call Transcript

Micron Technology has been one of the biggest winners of the AI boom.

A lot can happen in 40 years. Just ask early investors of Micron Technology (MU 4.80%).

Micron went public in 1984 (42 years ago) as a tiny memory tech company based in Boise, Idaho. Back then, if you wanted to invest $1,000 in Micron stock, you would have called your broker directly over the phone and placed an order. There was no clicking; there was no real-time confirmation.

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If you had placed that order over the phone and let your shares grow over that time frame, here's what would have happened.

From the mid-1980s to the mid-1990s, Micron stock rose over fivefold, driven by the expansion of personal computers and the success of its early DRAM chips. Your original $1,000 would have turned into about $5,700.

The late 1990s delivered another surge in value. Demand for memory tech was exploding alongside the Internet boom, and Micro was growing into one of the world's largest memory producers. By the peak of the dot-com era in March 2000, your original $1,000 investment would have been worth over $50,000.

Then, of course, came the crash.

Image source: Micron Technology.

The dot-com bust absolutely crushed Micron stock. And while the company continued to innovate throughout the 2000s and 2010s, the stock failed to reclaim its dot-com-era highs for about two decades.

All in all, if you had stayed invested from 1984 through the dot-com crash and rocky years leading up to today's AI boom, your original $1,000 investment would be worth about $414,500 today (January 27, 2026).

Put differently: Every $1 invested in Micron in 1984 has turned into roughly $414 today.

Micron continues to rally in 2026, yet its valuation doesn't look stretched. It's currently trading at about 12 times forward earnings, which is lower than the average for the tech sector (about 25). Given the importance of memory in today's tech, there's a good chance this stock has plenty of upside ahead.

In an interview, José Muñoz, the automaker's first non-Korean leader, says he wants to build factories in the U.S. faster.

Northstar Gold Corp. (CSE:NSG) CEO Brian Fowler joined Proactive to discuss discussed the recent approval of up to $4 million in funding from DIGITAL, Canada’s innovation cluster for digital technology, to advance its Cam Copper Project.

The funding will support the implementation of “surgical mining” technology developed by Novamera, a low-impact approach to mining that utilizes rotary drilling to target narrow, high-grade mineralized zones.

This initiative began in 2023 following a memorandum of understanding with Novamera, and it aims to mine copper at the Cam Copper Project, located 18km southeast of Kirkland Lake, Ontario. In 2023, Northstar intersected a standout interval of 14.5% copper over 2.5 metres.

Proactive: All right, welcome back inside our Proactive newsroom. And joining me now is Brian Fowler. He is the CEO of Northstar Gold Corp. Brian, good to see you again. How are you?

Brian Fowler: I'm well, thank you. Good to see you.

So you and I talked in the past about your hope to use this type of surgical mining at your CAM Copper Mining Project, and today you're announcing that you've secured up to $4 million from DIGITAL, which is Canada’s global innovation cluster for digital technology. So I know that this has been a long time coming for you, Brian. Maybe explain a bit about this?

Certainly. Yes, we're very pleased to announce this. It all started back in 2023 when we signed an MOU with Novamera, who were very interested in our high-grade CAM Copper Project, 18 km southeast of Kirkland Lake. In 2023, we intersected some very high-grade copper — 14.5% copper over 2.5 metres.

Novamera specializes in what they call surgical mining. That involves rotary drilling down the throat of tabular deposits using up to a two-metre diameter drill. The cuttings can be collected and shipped directly to a mill. It's a novel new approach to mining with a very low environmental impact.

DIGITAL is a federally funded agency with a mandate to support critical minerals, mining and technology. So we engaged DIGITAL through agreements with Novamera, and this morning we announced a project that’s been approved for up to $11 million. DIGITAL will provide up to $4 million, split roughly evenly between Novamera and Northstar, to advance this.

This is obviously really good news because this is federal funding. So it’s not diluting your shareholders and allows you to get that capital where you need it — in the ground.

Absolutely. On our side, we have about $3.5 million in capital costs to get things going. We expect to receive about $2 million from DIGITAL. This is a net investment — basically funding up to 30% of pre-approved expenditures. We have to spend the money to get the return, but this is huge for us. It’s a solid endorsement, and we look forward to moving ahead.

And the other thing, Brian, is you have partners. You've got Novamera, Northstar, Micon — you've got people to absorb some of this cost as well. I know you're high on this project after the results you’ve had. So it’s nice to have those friends helping lead the way.

Absolutely. You can’t do it yourself. Like I said, we started discussions with Novamera in October 2023, and we’ve kept moving this forward. We're very pleased to have achieved this milestone.

Do you have a timeline as to what’s going to happen in 2026? Any thoughts on that yet?

Certainly. We closed a $1 million private placement just before year-end and used some of those proceeds to do more infill diamond drilling on the No. 2 Zone at CAM Copper, where we're going to conduct surgical mining. We’re currently logging that core and anticipate announcing significant assays next month. That will update our geological model, which we’ll provide to Novamera. They’ll review and finalize their mining projections.

That will all be incorporated and reported through a 43-101 report, which Micon will oversee. That will form the basis for a mine permitting application. We need to apply for a closure plan and go through an environmental assessment. But being surgical mining, with such a low environmental footprint, and with federal support, we anticipate an accelerated and simplified permitting timeline.

Quotes have been lightly edited for style and clarity  

While U.S. equities have struggled to gain meaningful traction this year, several emerging markets have delivered strong outperformance. A large part of that strength has come from renewed interest in commodities and non-dollar assets. Buying commodities, from gold to industrial metals, often acts as a short on the dollar, and that dynamic has increasingly benefited emerging markets.

The performance gap tells the story. As of the Jan. 29 close, the iShares MSCI Emerging Markets ETF NYSEARCA: EEM was up 10.5% year-to-date (YTD), compared to just a 1.8% gain for the SPDR S&P 500 ETF Trust NYSEARCA: SPY. In South Africa, currency strength has further amplified returns. The South African rand has gained nearly 25% against the U.S. dollar over the past year, helping push the iShares MSCI South Africa ETF NYSEARCA: EZA up almost 15% YTD and more than 84% over the past 12 months.

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While a near-term pullback in commodities could support the dollar and lead to some digestion across emerging markets, the broader trend appears intact. For investors looking to diversify outside the U.S. and gain exposure to faster-growing economies, South America stands out. Here are three emerging market stocks with compelling long-term narratives.

MercadoLibre: Latin America’s E-Commerce Powerhouse MercadoLibre NASDAQ: MELI is the dominant e-commerce and fintech platform in Latin America, with a market capitalization of nearly $112 billion and membership in the Nasdaq-100. The company operates in e-commerce, logistics, digital payments, and consumer credit, creating a deeply integrated ecosystem across the region.

MercadoLibre Today

$2,147.79 -70.35 (-3.17%)

As of 01/30/2026 04:00 PM Eastern

52-Week Range$1,723.90▼

$2,645.22P/E Ratio52.41

Price Target$2,876.88

MELI carries a Moderate Buy consensus rating, with an average price target near $2,877, implying roughly 30% upside from current levels. Investors will be watching the company’s Q4 earnings report on Feb. 19 closely, especially after it missed earnings per share (EPS) estimates in Q3 due to higher investment spending and macroeconomic pressures in Argentina.

Despite near-term margin compression, MELI continues to scale aggressively. In Q3, the company added 7.8 million new unique buyers, bringing its total user base to 77 million.

Management has emphasized that recent investments in logistics and fintech are designed to strengthen long-term competitive advantages, and won't permanently sacrifice profitability. A return to margin expansion in Q4 could be a key catalyst for MELI stock going forward.

DLocal: A High-Growth Fintech With Reasonable Valuation DLocal NASDAQ: DLO is a Uruguay-based fintech company that enables global enterprises to process payments in emerging markets. Its client roster includes major names such as Amazon.com NASDAQ: AMZN, Uber Technologies NYSE: UBER, Microsoft NASDAQ: MSFT, Alphabet NASDAQ: GOOGL, Nike NYSE: NKE and many others. DLO simplifies complex local payment systems, offering both pay-in and pay-out capabilities across dozens of emerging economies.

DLocal Today

$13.46 -0.58 (-4.13%)

As of 01/30/2026 04:00 PM Eastern

52-Week Range$7.61▼

$16.78P/E Ratio24.04

Price Target$16.40

While its growth has remained impressive, what sets DLO apart is its valuation. The stock trades at a forward P/E of 16, well below many of its fintech peers. In Q3 2025, the company reported EPS of 17 cents, beating expectations, while revenue surged 52% year-over-year to $282.5 million.

Total payment volume reached a record $10.4 billion, marking the fourth consecutive quarter of growth above 50%.

Analysts maintain a Moderate Buy rating on the stock, with price targets forecasting 17% upside.

For investors seeking emerging-market exposure without paying extreme valuations, DLO offers an appealing balance of growth and value.

Nu Holdings: South America’s Digital Banking Leader Nu Holdings NYSE: NU is the largest digital bank in Latin America and one of the largest globally. With a market capitalization of almost $89 billion, Nu has built a mobile-first banking platform offering digital accounts, credit cards, personal loans, insurance, and investment products.

NU Today

$17.74 -1.02 (-5.44%)

As of 01/30/2026 03:59 PM Eastern

52-Week Range$9.01▼

$18.98P/E Ratio34.78

Price Target$18.34

The company continues to expand rapidly beyond its Brazilian roots. As of Q3 2025, Nu reported 13 million users in Mexico and 4 million in Colombia, with plans to enter additional Latin American markets over the coming years.

The region’s population of more than 650 million provides a long runway for growth.

Looking further ahead, Nu recently received conditional approval to expand services into the United States by 2027. It’s a move that could significantly broaden its addressable market.

With strong user growth, improving profitability, and geographic expansion underway, Nu Holdings remains a core emerging-market fintech name to watch.

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Company: CoStar Group Inc (CSGP)Business: CoStar Group engages in the provision of online real estate marketplaces, information, and analytics in the commercial and residential property markets. It operates through the following segments: CoStar Portfolio, Information Services Portfolio, Multifamily Portfolio, LoopNet Portfolio and Other Marketplaces Portfolio. The CoStar Portfolio segment consists of two classes of trade receivables based on geographical location: North America and International. The Information Services Portfolio segment includes four classes of trade receivables: CoStar Real Estate Manager; Hospitality, North America; Hospitality, International; and other Information Services. The Multifamily Portfolio, LoopNet Portfolio and Other Marketplaces Portfolio segments focus on one class of trade receivables. The company was founded by Andrew Florance and Michael Klein in 1987 and is headquartered in Arlington, Va.

Stock Market Value: $26.07B ($61.50 per share)

Ownership: 0.71%

Average Cost: n/a

Activist Commentary: Third Point is a multi-strategy hedge fund founded by Dan Loeb, that will selectively take activist positions. Loeb is one of the true pioneers in the field of shareholder activism and one of a handful of activists who shaped what has become modern-day shareholder activism. He invented the poison pen letter in a time when it was often necessary. As times have changed, he has transitioned from the poison pen to the power of the argument. Third Point has amicably gotten board representation at companies like Baxter and Disney, but the firm will not hesitate to launch a proxy fight if it is being ignored.

What's happeningOn Jan. 27, Third Point sent a letter to the CoStar board calling on them to (i) replace a majority of the board and align management compensation to total shareholder return; (ii) consider strategic alternatives for Homes.com and related residential real estate (RRE) businesses; and (iii) refocus on the core commercial real estate (CRE) business. Third Point was previously bound by standstill restrictions following a settlement for board seats last year, which expired on Jan. 27. The firm now plans to nominate a new slate of directors.

Behind the scenesCoStar Group (CSGP) is a provider of online real estate marketplaces, information, and analytics in the property market. It manages major brands including CoStar Suite, LoopNet, Apartments.com and Homes.com. Approximately 95% of the company's revenue is derived from its core commercial real estate ("CRE") franchises, which largely consists of CoStar Suite and Apartments.com. These businesses benefit from high barriers to entry, strong pricing power, proprietary data and subscription-based business models that drive recurring revenue and highly predictable free cash flow. Because of these dynamics, this business has historically traded at a premium to its Information Services peers but is now trading in line with them.

This regression in the company's valuation largely stems from CoStar's aggressive investment into the residential real estate ("RRE") marketplace, Homes.com, which the company acquired in May 2021. From the beginning, CoStar's plan to build a dominant online classifieds business in the U.S. RRE industry was deeply flawed. Unlike its core CoStar Suite and Apartment.com businesses, Homes.com lacks clear competitive advantages and meaningful differentiation and faces intense competition from well-established peers like Zillow. Nevertheless, over the past five years, CoStar has invested roughly $5 billion in its RRE segment, $3 billion of which was in the U.S. Despite this massive investment, the U.S. RRE businesses generated only $60 million of revenue in 2024 and $80 million in 2025. Moreover, in addition to these direct financial losses, these initiatives have diverted focus from the core CRE business, limiting its growth potential.

It was this backdrop that initially prompted Third Point to engage with CoStar last year, which ultimately resulted in a support agreement between the company, D.E. Shaw and Third Point. This agreement included (i) the addition of Christine McCarthy, John Berisford and Rachel Glaser as directors to the board; (ii) the retirement of Michael Klein, Christopher Nassetta and Laura Kaplan from the board; (iii) the appointment of Louise Sams as independent board chair; and (iv) the creation of a capital allocation committee. While these governance changes appeared to be a meaningful step in the right direction, progress has been deeply disappointing. Management has continued to move forward with its U.S. RRE initiatives, repeatedly shifting the strategy and missing targets even after they had been revised. In fact, the RRE business has gotten so bad that in 2025, the company cut Homes.com subscription pricing by over 30% and Homes.com is now expected to reduce 2025 adjusted EBITDA by more than 65%. Moreover, these losses are not going away anytime soon, as CoStar's new medium-term guidance now projects that Homes.com will not break even until 2030. Unsurprisingly, these failures continue to be reflected in the company's share performance, which has been underperforming the S&P 500 by over 45 percentage points since the date of the agreement and over 120 percentage points over the past five years.

With the standstill period now expired, it's perhaps no surprise that Third Point is escalating its engagement, issuing a letter to the CoStar board calling on them to (i) replace a majority of the board and align management compensation to total shareholder return; (ii) consider strategic alternatives for Homes.com and related RRE businesses; and (iii) refocus on the core CRE business. While the latter two of these initiatives may feel intuitive given the aforementioned track record, it prompts the troubling question as to why this has not already been put into motion. The answer to that is the board's failure to hold management accountable. In fact, the company has rewarded CEO Andrew Florance. In 2024, he received approximately $37 million in total compensation, placing him in the top 10% of S&P 500 CEO earners despite the company being in the bottom 10% of performers. The board has done nothing to remedy this going forward as it has proposed tying only 25% of his future long-term incentives to total shareholder return, further disconnecting his pay from shareholder outcomes and particularly concerning for a CEO with de minimis stock ownership. This was done by the new board with three of eight directors recently appointed through the Third Point/D.E. Shaw settlement agreement, which appears to underscore the degree of control the CEO maintains over the company.

While this may seem like a tall task, if Third Point succeeds, the upside potential appears significant. The firm points out that CoStar Suite alone has significant untapped pricing power, with an average selling price of just $350 per month, far below comparable information services products. Third Point also believes that the company has substantial opportunities to expand into adjacent end markets and develop new agentic products. Overall, Third Point believes that the CRE business should be capable of achieving EBITDA margins above 50% in the medium term, with further expansion over time given that peers ultimately achieve margins from 60% to 70%. In addition, the company's under-levered balance sheet also provides capacity for meaningful share repurchases, creating further opportunities for shareholder value creation. Putting it all together, absent the RRE distraction, Third Point believes that the CRE business could compound revenue at a mid-teens rate and grow earnings power per share in excess of 20% annually.

This engagement is an example of shareholder activism the way it ought to be. Third Point quickly and amicably agreed to a settlement with the company to give it a chance to show Third Point that it can change its ways and start to turn around its poor performance. Had CoStar Group done that, you would not be reading this right now. But the company did the opposite, leaning into the strategy that has been failing it and its shareholders. So, now Third Point knows two things for sure: (i) change is definitely needed and (ii) three new directors is not enough to release the grip that Florance has on the board. We would expect to see Third Point nominate anywhere from three to six new directors. Two of the three directors (Christine McCarthy and John Berisford) appointed in last year's settlement were selected by Third Point, and we would expect them to not be targeted this year. So, assuming they are on the ballot as incumbents, Third Point could get a majority of the board by winning three seats. The decision whether to go for more than three will be made after consulting advisors on strategy and doing proxy math, particularly in the era of the universal ballot. There is an outside chance that the firm goes for eight if the company does not nominate McCarthy and Berisford. We would hope to see a Third Point executive nominated because in situations like this where substantial change is needed and that change has been met with resistance by a founder/CEO for so many years, it is helpful to have the activist in the room who designed the plan and is most passionate about it. While Third Point does not overtly call for it, it is hard to imagine a scenario where the firm wins meaningful board representation and Florance stays on as CEO – it does not seem like either of them would want that.

Third Point, founded by Dan Loeb, is a true pioneer in shareholder activism, but has used it more sparingly in recent years as dictated by the market environment and available opportunities. He invented the poison pen letter in a time when it was often necessary. As times have changed, he has transitioned from the poison pen to the power of the argument. However, in this campaign we see shades of the old Dan Loeb – using phrases like "feckless board of directors" and "CEO and his supine enablers." We particularly enjoyed his analogy of a CEO's compensation to elementary school children who win participation awards for finishing last. CoStar Group saw the new, more amicable Dan Loeb in April when he settled for three new directors. Now, the company may have woken up the Dan Loeb of the past, who has been in a sort of hibernation for years. We will not know for sure until March 13 when the nomination window opens.

Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist investments.

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Gauzy Ltd. (NASDAQ: GAUZ) between March 11, 2025 and November 13, 2025, both dates inclusive (the "Class Period"), of the important February 6, 2026 lead plaintiff deadline.

So what: If you purchased Gauzy securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Gauzy class action, go to https://rosenlegal.com/submit-form/?case_id=48715 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than February 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the Case: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) three of Gauzy's French subsidiaries lacked the financial means to meet their debts as they became due; (2) as a result, it was substantially likely insolvency proceedings would be commenced; (3) as a result, it was substantially likely a potential default under Gauzy's existing senior secured debt facilities would be triggered; and (4) as a result of the foregoing, defendants' positive statements about Gauzy's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Gauzy class action, go to https://rosenlegal.com/submit-form/?case_id=48715 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

      Laurence Rosen, Esq.
      Phillip Kim, Esq.
      The Rosen Law Firm, P.A.
      275 Madison Avenue, 40th Floor
      New York, NY 10016
      Tel: (212) 686-1060
      Toll Free: (866) 767-3653
      Fax: (212) 202-3827
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      www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

Item 1 of 3 Nvidia CEO Jensen Huang interacts with supporters before a dinner he hosts with Taiwan tech CEOs in Taipei, Taiwan January 31, 2026. REUTERS/Ann Wang

[1/3]Nvidia CEO Jensen Huang interacts with supporters before a dinner he hosts with Taiwan tech CEOs in Taipei, Taiwan January 31, 2026. REUTERS/Ann Wang Purchase Licensing Rights, opens new tab

TAIPEI, Jan 31 (Reuters) - Nvidia (NVDA.O), opens new tab plans to make a "huge" investment into OpenAI, probably its largest ever, CEO Jensen Huang said on Saturday, denying he was unhappy with the ChatGPT maker.

The chipmaker in September announced plans to invest up to $100 billion in OpenAI, a deal that would give OpenAI the cash and access it needs to buy advanced chips that are key to maintaining its dominance in an increasingly competitive landscape.

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The Wall Street Journal reported on Friday that the plan had stalled after some inside the chip giant expressed doubts about the deal.

The report said Huang had privately underlined to industry associates in recent months that the original $100 billion agreement was non-binding and not finalised.

Huang has also privately criticised what he has described as a lack of discipline in OpenAI's business approach and expressed concern about the competition it faces from the likes of Alphabet's GOOGL.O Google and Anthropic, the WSJ said.

Speaking to reporters in Taipei, Huang said it was "nonsense" to say he was unhappy with OpenAI.

"We are going to make a huge investment in OpenAI. I believe in OpenAI, the work that they do is incredible, they are one of the most consequential companies of our time and I really love working with Sam," he said, referring to OpenAI CEO Sam Altman.

"Sam is closing the round (of investment) and we will absolutely be involved," Huang added. "We will invest a great deal of money, probably the largest investment we've ever made."

Asked whether it would be over $100 billion, he said: "No, no, nothing like that".

It was up to Altman to announce how much he wanted to raise, Huang added.

Amazon (AMZN.O), opens new tab is in talks to invest dozens of billions in OpenAI and the figure could be as high as $50 billion, Reuters reported on Thursday.

OpenAI is looking to raise up to $100 billion in funding, valuing it at about $830 billion, Reuters has previously reported.

Huang was speaking outside a Taipei restaurant having hosted all Nvidia's key suppliers in Taiwan, including the world's largest contract chipmaker TSMC (2330.TW), opens new tab, in what Taiwanese media called the "trillion-dollar dinner" because of the combined market capitalisation of those attending.

Reporting by Ben Blanchard, Editing by Timothy Heritage

Our Standards: The Thomson Reuters Trust Principles., opens new tab

HomeIndustriesSoftwareTech StocksTech StocksMicrosoft’s stock is potentially compelling for long-term investors who believe the business is fundamentally ‘better than average,’ portfolio manager saysPublished: Jan. 31, 2026 at 8:00 a.m. ET

Microsoft’s stock hasn’t been this cheap in almost three years. But what, exactly, investors should do about that is increasingly a topic of Wall Street debate.

Sentiment toward Microsoft’s stock MSFT was already bleak heading into its latest earnings report, and it only got worse despite what Matt Stucky, chief portfolio manager for equities at Northwestern Mutual Wealth Management, called “reasonably good” numbers. Microsoft shares slid 10% on Thursday to log their worst day in more than 12 years.

Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF, FRA:1SS) CEO Evan Gappelberg talked with Proactive about the company’s launch of Nextech Credit, a new enterprise-focused solution designed to streamline customer engagement and drive greater value from event-related spending.

Nextech Credit is a dollar-based credit system that allows enterprise customers to pre-fund their engagement spend and flexibly allocate it across the company’s full platform suite, including Eventdex, Map D, and Kraftylabs. 

According to Gappelberg, this eliminates friction from fragmented budget approvals and vendor interactions, enabling clients to operate from a “single wallet” and simplifying deployment across departments.

Proactive: Welcome back inside our Proactive newsroom. And joining me now is Evan Gappelberg. He is the CEO of Nextech3D.ai. Evan, good to see you again. How are you?

Evan Gappelberg: I'm good. Great to be back.

The last few times we talked, you've been putting everything in place to offer a complete suite to your clients. Today’s news is about the final piece—Nextech Credit. Tell me about it.

Sure. What we've learned working with enterprise customers is that event and engagement spending is very fragmented. Budgets get approved multiple times a year, across different departments and vendors, and in various formats. That fragmentation really slows down execution and increases friction, limiting how much value customers get from their event budgets.

Nextech Credit is our solution. It's a way to capture a bigger share of wallet. It's dollar-denominated and super simple—1 to 1 enterprise credit. Customers can fund their engagement once and then deploy it flexibly across our platform.

So instead of purchasing event services one at a time, they use this as a single wallet?

Exactly. They can share credits across their organization. It's frictionless and easy. For larger enterprise customers, who may spend $25,000 to $500,000, they can preload that into Nextech Credit and use it across Eventdex, Map D, and Kraftylabs.

You also said this could improve customer retention and increase the average contract value?

Yes, Nextech Credit changes the relationship from transactional to platform-based. It encourages customers to consolidate spend and expand their usage across departments. That naturally increases contract value and retention. It also boosts long-term customer lifetime value and creates a moat around our business. We’ll also reward customers with bonus credits as they buy more.

Is this a cryptocurrency?

Not yet. It’s just a dollar-based enterprise credit system, designed for compliance and usability. But it gives us a clean foundation for blockchain capabilities in the future. We're introducing it as the foundation of a rewards system that could later evolve into a token-based model.

Your broader vision of uniting all parts of Nextech3D.ai seems to be taking shape. Is that a message to investors?

It is. Our goal is to make Nextech a global leader in the $1.5 trillion event space. With Eventdex, Map D, Kraftylabs, and now Nextech Credit, we’re building the infrastructure. Nextech Credit is the operating currency of modern events. It helps customers spend smarter, move faster, and get more value. For shareholders, it means larger enterprise deals, stronger retention, and more predictable, scalable revenue.

Quotes have been lightly edited for style and clarity

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In SLM To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in SLM between July 25, 2025 and August 14, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against SLM Corporation ("SLM" or the "Company") (NASDAQ: SLM) and reminds investors of the February 17, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) SLM was experiencing a significant increase in early stage delinquencies; (2) accordingly, Defendants overstated the effectiveness of SLM's loss mitigation and/or loan modification programs, as well as the overall stability of the Company's PEL delinquency rates; and (3) as a result, Defendants' public statements made a materially false and misleading impression regarding SLM's business, operations, and prospects at all relevant times.

On August 14, 2025, investment bank TD Cowen issued a report addressing SLM, flagging that, "overall, July [2025] delinquencies were up 49 bp m/m, higher (worse)than the seasonal (+10 bps) performance for July, driven by a 45 bps increase in early stage delinquencies." Notably, TD Cowen's findings directly contradicted Defendant Graham's assurances-made late in the month of July 2025-that Defendants were observing delinquency rates that "really are following the normal seasonal trends we would expect in the business."

Following TD Cowen's report, SLM's stock price fell $2.67 per share, or 8.09%, to close at $30.32 per share on August 15, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding SLM's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the SLM Corporation class action, go to www.faruqilaw.com/SLM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282082

Source: Faruqi & Faruqi LLP

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Rezolute To Contact Him Directly To Discuss Their Options

If you suffered significant losses in Rezolute stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Rezolute, Inc. ("Rezolute" or the "Company") (NASDAQ: RZLT).

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

Rezolute, Inc. shares tumbled sharply on December 11, 2025, as investors reacted to disappointing topline results from its Phase 3 sunRIZE clinical trial for ersodetug, its lead drug candidate for treating congenital hyperinsulinism. The study failed to meet both its primary and key secondary endpoints, with the highest dose showing reductions in hypoglycemia events that were not statistically significant versus placebo,

To learn more about the Rezolute investigation, go to www.faruqilaw.com/RZLT or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282081

Source: Faruqi & Faruqi LLP

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of SBUX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

DISCLAIMER: This article is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by SMR Finance as specific investment advice to make a particular investment or follow a particular strategy but only as an expression of opinion. SMR Finance is not under any obligation to update or correct any information provided in this article. You should be aware of the real risk of loss in following any strategy or investment discussed in this article. Investment involves risks. This article is not to be relied upon as a substitution for the exercise of independent judgment. Investors should obtain their own independent financial advice and understand the risks associated with investment products/ services before making investment decisions.

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered In Vistagen To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Vistagen between April 1, 2024 and December 16, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Vistagen Therapeutics, Inc. ("Vistagen" or the "Company") (NASDAQ: VTGN) and reminds investors of the March 16, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose material adverse facts concerning its Phase 3 PALISADE-3 trial study of fasedienol, an investigational pherine candidate in development for the acute treatment of social anxiety disorder.

On December 17, 2025, before the market opened, Vistagen announced topline results from its PALISADE-3 Public Speaking Challenge Study of fasedienol for the acute treatment of social anxiety disorder (SAD). The company reported that the study failed to meet its primary efficacy endpoint since it "did not demonstrate statistically significant improvement on primary endpoint of reduction in anxiety as measured by SUDS scores compared to placebo."

On this news, Vistagen stock fell $3.50 or 80.27% to close at $0.86 on December 17, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Vistagen's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Vistagen Therapeutics class action, go to www.faruqilaw.com/VTGN or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282085

Source: Faruqi & Faruqi LLP

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Tesla Inc (NASDAQ:TSLA) made a bold move this week, during the company’s Q4 2025 earnings call: CEO Elon Musk unveiled a vision where Tesla owners can loan their vehicles to the company’s robotaxi network, turning every Model 3 or Model Y into a revenue-generating asset. The Model S sedan and Model X SUV are being discontinued to free up factory space for Optimus humanoid robots. Tesla isn’t just pivoting toward autonomy—it’s betting the farm on it.

The Transportation-as-a-Service Gambit Musk laid out the thesis with characteristic confidence. Tesla has logged over 6 billion miles of supervised Full Self-Driving (FSD) data and more than 250,000 miles without a safety driver in Austin alone. The company expects to remove safety drivers entirely in parts of Austin within months and expand to 8 to 10 metro areas by end of 2026. The Cyber Cab, a vehicle designed without steering wheels or pedals, enters production in Q2 2026.

If you tell someone, yes, the car is now so good, you can be on your phone and text the entire time […] anyone who can buy the car will buy the car. End of story.

—Elon Musk, Q4 2025 Earnings Call

That’s the demand thesis. The economics hinge on cost per mile. The Cyber Cab is optimized for autonomous operation, stripping out features needed for human drivers. Tesla owners who lend their cars to the robotaxi fleet would earn passive income while the company captures margin on rides. It’s Uber without the driver, AirBnB without the host.

What Happened to the Model S? The discontinuation of the Model S and Model X isn’t just product rationalization—it’s a signal. These vehicles represented Tesla’s premium tier, the halo products that established the brand. Killing them to make room for Optimus robots suggests Musk believes future value lies in physical AI, not luxury sedans. Fremont’s factory space is now earmarked for humanoid robot production, with a 1 million unit production line targeted for late 2026.

Reddit investors noticed immediately. Sentiment on r/stocks and r/wallstreetbets collapsed from bullish (62 to 72 scores) on January 22 to bearish (17 to 37) by January 28. One post titled “Tesla to End Production of Model S, Model X vehicles to focus on Optimus” drew 1,871 upvotes and 459 comments within 24 hours. The concern is execution risk. Tesla’s trailing P/E ratio sits at 293x, pricing in transformational growth that hasn’t yet materialized. Q4 2025 net income dropped 61% year over year.

The Investment Thesis Rewired Tesla is no longer an auto manufacturer with tech ambitions. It’s a robotics and AI company that happens to make cars. The $20 billion capex plan for 2026, more than double 2025’s spending, funds autonomous vehicle infrastructure, semiconductor manufacturing, and Optimus scaling. Musk framed it as building toward “sustainable abundance,” but the near-term reality is margin compression and execution uncertainty.

The robotaxi network could work if FSD achieves true autonomy and regulatory approvals materialize. But if it doesn’t, Tesla just killed two profitable product lines to chase a market that doesn’t yet exist. That’s the bet investors are weighing at a $1.43 trillion valuation.

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The stock market is moving into February after a volatile start to 2026, but there are several companies that still offer investment opportunities.

Indeed, for investors seeking to tap into stocks in the second month of the year, Finbold sought insight from OpenAI’s ChatGPT, which offered views on what to pick. 

The model’s selection focused on companies with clear, measurable drivers of growth rather than broad market narratives.

Arista Networks (NYSE: ANET) The model’s first pick was Arista Networks (NYSE: ANET), which continues to benefit from sustained investment in AI-driven data center infrastructure.

The company supplies high-speed networking equipment to hyperscale cloud providers, a segment seeing increased capital expenditure as artificial intelligence workloads expand.

ChatGPT acknowledged that recent market commentary highlights strong demand from large technology customers, supporting expectations of double-digit revenue growth into 2026.

At the same time, analysts have pointed to Arista’s growing exposure to AI networking as a key catalyst, with estimates projecting revenue to exceed $10 billion in 2026.

Despite occasional volatility linked to valuation concerns, the company’s earnings growth, expanding margins, and backlog tied to AI infrastructure spending remain central to its bullish outlook. 

By press time, ANET stock was trading at $141, down over 4% for the day during the last session, while over the past month, the stock is up more than 8%.

ANET one-month stock price chart. Source: Google Finance Verizon Communications (NYSE: VZ) For the second pick, ChatGPT selected Verizon Communications (NYSE: VZ), which has gained renewed attention following stronger-than-expected recent earnings and improving subscriber trends.

Indeed, VZ stock is witnessing increased attention following the recent report. The telecom company beat fourth-quarter expectations, reporting adjusted earnings per share of about $1.09 versus forecasts near $1.06, while revenue reached roughly $36.4 billion, above consensus. 

The results were supported by strong subscriber growth, with Verizon adding around 616,000 postpaid phone customers, its best quarterly performance in several years.

To this end, the stock ended the last session valued at $44, up over 11% for the day, while over the past month, the equity is up almost 10%.

VZ one-month stock price chart. Source: Google Finance Verizon has also outlined a large multi-year share repurchase program extending into 2026, reinforcing confidence in its free cash flow generation. 

Management guidance points to continued subscriber growth and rising adjusted earnings per share, while expanded fiber and fixed wireless coverage is expected to support longer-term revenue stability.

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New York, New York--(Newsfile Corp. - January 31, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a class action lawsuit against Ardent Health, Inc. (NYSE: ARDT) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from potential violations of the federal securities laws.

If you invested in Ardent Health, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit.

Investors have until March 9, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Ardent Health securities. The class action is pending in the U.S. District Court for the Middle District of Tennessee. It is captioned Postiwala v. Ardent Health, Inc., et al., No. 3:26-cv-00022.

Why is Ardent Health Being Sued for Securities Fraud?

Ardent Health and its affiliates operate acute care hospitals and other healthcare facilities. A critical aspect of Ardent Health's operations is the collection of accounts receivable and the framework by which Ardent Health determines the collectability of such accounts. According to the lawsuit, Ardent Health stated that it employed an active monitoring process to determine the collectability of its accounts receivable, and that this process included "detailed reviews of historical collections" as a "primary source of information."

As alleged, in truth, Ardent Health did not primarily rely on "detailed reviews of historical collections" in determining collectability of accounts receivable, but instead "utilized a 180-day cliff at which time an account became fully reserved." This allowed Ardent Health to report higher amounts of accounts receivable during the Class Period, and delay recognizing losses on uncollectable accounts. The lawsuit alleges that Ardent Health's purported misrepresentations are a violation of the federal securities laws.

Why did Ardent Health's Stock Drop?

On November 12, 2025, after market hours, Ardent Health revealed it had completed "hindsight evaluations of historical collection trends" that resulted in a $43 million decrease in revenue for the quarter. Ardent Health also revealed that it increased its professional liability reserves by $54 million because of "adverse prior period claim developments" resulting from a set of claims between 2019 and 2022 "as well as consideration of broader industry trends."

This news caused the price of Ardent Health stock to drop $4.75 per share, or more than 33%, from a closing price of $14.05 per share on November 12, 2025, to $9.30 per share on November 13, 2025.

Click here for more information: https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit.

What Can You Do?

If you invested in Ardent Health, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282130

Source: Bleichmar Fonti & Auld

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New York, New York--(Newsfile Corp. - January 31, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Carvana Co. (NYSE: CVNA) for potential violations of the federal securities laws.

If you invested in Carvana, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/carvana-class-action-lawsuit.

Why is Carvana Being Investigated for Securities Fraud?

Carvana is being investigated for violations of the federal securities laws following a significant stock drop resulting from claims of accounting improprieties. The decline in Carvana's stock price caused significant losses to investors.

Carvana is an online e-commerce platform and used-car retailer that allows customers to buy, sell, or finance vehicles entirely online. A significant portion of Carvana's revenue comes from its ability to sell vehicles online and originate auto loans, which are subsequently securitized or sold to external parties.

BFA is investigating whether Carvana overstated its earnings and improperly accounted for related party transactions.

Why did Carvana's Stock Drop?

On January 28, 2026, during market hours, Gotham City Research LLC issued a report titled "Carvana: Bridgecrest and the Undisclosed Transactions and Debts." The Gotham City report stated that Carvana's results are deeply intertwined with a network of related party entities controlled by Ernest Garcia II, including DriveTime, Bridgecrest, and GoFi. It further stated that this structure is supported by evidence of loan-level intermingling and accounting irregularities. The report concludes that these hidden relationships overstated Carvana's earnings by over $1 billion and poses substantial risks to investors.

On this news, the price of Carvana stock dropped over 20%, from $474.06 per share at open on January 28, 2026 to a low of $374.55 per share.

Click here for more information: https://www.bfalaw.com/cases/carvana-class-action-lawsuit.

What Can You Do?

If you invested in Carvana, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/carvana-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/carvana-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282135

Source: Bleichmar Fonti & Auld

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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New York, New York--(Newsfile Corp. - January 31, 2026) - Leading international securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Integer Holdings Corporation (NYSE: ITGR) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.

If you invested in Integer, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit.

Investors have until February 9, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Integer common stock. The case is pending in the U.S. District Court for the Southern District of New York and is captioned West Palm Beach Firefighters' Pension Fund v. Integer Holdings Corporation, et al., No. 1:25-cv-10251.

Why is Integer Being Sued For Securities Fraud?

Integer designs and manufactures cardiac rhythm management and cardiovascular products, including electrophysiology ("EP") devices that map the heart's electrical activity to diagnose and treat arrhythmias.

During the relevant period, Integer repeatedly touted its EP sales growth and market position while overstating demand for its EP devices.

As alleged, in truth, demand for and revenue from Integer's EP products had fallen sharply-directly contradicting the Company's public assurances.

Why did Ineger's Stock Drop?

On October 23, 2025, Integer disclosed that it lowered its 2025 sales guidance to a range between $1.840 billion and $1.854 billion, from a range between $1.850 billion and $1.876 billion, and well below analysts' estimates. The Company also revealed that it expected poor net sales growth of -2% to 2% and organic sales growth of 0% to 4% for 2026. Integer also admitted that two of its EP devices experienced "slower than forecasted" adoption and that it expected the slower demand "to continue into 2026." This news caused the price of Integer stock to drop $35.22 per share, or more than 32%, from a closing price of $109.11 per share on October 22, 2025, to $73.89 per share on October 23, 2025.

Click here for more information: https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit.

What Can You Do?

If you invested in Integer, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282138

Source: Bleichmar Fonti & Auld

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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