Group 1 - Eli Lilly and Company has signed a $1.12 billion agreement with Seamless Therapeutics to develop treatments for hearing loss using gene-editing technology [2][4] - The partnership allows Lilly access to proprietary technology for designing programmable recombinases that can make precise changes to DNA linked to hearing loss [3] - Lilly will manage the program from early preclinical stages to commercialization, with the agreement including upfront payments and milestone-related payments [4] Group 2 - This deal is part of Lilly's broader strategy to expand its pipeline of genetic medicines across various diseases, moving beyond its successful weight-loss and diabetes drugs [5] - In the previous year, Lilly invested $1.3 billion to acquire Verve Therapeutics, enhancing its focus on gene-editing therapies for heart-related conditions [5] - Eli Lilly is a global pharmaceutical firm engaged in the discovery, development, manufacturing, marketing, and sale of medicines worldwide [6]

Core Insights - AI hyperscalers are expected to spend over $500 billion on infrastructure in 2023, with major companies like Microsoft, Alphabet, Amazon, and Meta Platforms accelerating data center build-outs [1] Group 1: Nvidia - Nvidia is identified as a primary beneficiary of the increasing infrastructure spending, having initiated the AI revolution with its GPUs, which are essential for generative AI applications [3] - The company's operating cash flow is growing, allowing Nvidia to continue innovating with new GPU architectures approximately every 18 months, with a significant backlog of orders for its latest chips, Rubin [4][5] - Demand for Nvidia's general-purpose chipsets is expected to remain strong as investments in AI training and inference continue to rise [5] Group 2: Broadcom - Broadcom plays a crucial role in AI data center construction by providing essential components like networking switches and interconnects that ensure GPU clusters operate efficiently [6][7] - The company also benefits from rising infrastructure spending through collaborations with major firms like Apple and Alphabet to design custom application-specific integrated circuits (ASICs) [8]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bitdeer Technologies Group securities between June 6, 2024, and November 10, 2025, of the February 2, 2026, lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Bitdeer securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6]. - The lead plaintiff must file a motion with the Court by February 2, 2026, to represent other class members in the litigation [3]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company [4]. - The firm has consistently ranked highly in securities class action settlements, recovering hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. Group 3: Case Background - The lawsuit alleges that Bitdeer provided misleading information regarding its SEALMINER Bitcoin mining machine, specifically about the mass production of its fourth-generation SEALMINER (A4) rigs and the expected energy efficiency of its SEAL04 chip [5]. - Defendants are accused of failing to disclose critical information about the readiness of the SEAL04 chip, which led to investors purchasing securities at inflated prices, resulting in damages when the true information was revealed [5].

Core Insights - Walmart Inc. is recognized as one of the 12 Best Stocks to Buy for the Long Term [1] - Tigress Financial has raised Walmart's price target to $135 from $130, citing the company's increased use of AI and automation to enhance customer experience and revenue growth [2] Group 1: Technology and Operations - Walmart is enhancing its digital and pharmacy-based healthcare services by promoting approximately 3,000 pharmacy technicians to operations team lead positions, increasing their average hourly pay from $22 to $28 [3] - The new team leads will manage daily pharmacy operations and support pharmacy managers, with total pay potential reaching $42 an hour, excluding bonuses [4] - Walmart's technology-driven approach includes a vast network of retail and wholesale stores, e-commerce platforms, and mobile apps, contributing to a significant increase in online sales [5] Group 2: Financial Performance - Walmart raised its full-year outlook for the second time in November, driven by strong quarterly performance and a notable increase in online sales [5]

Core Viewpoint - VSE Corporation has announced a definitive agreement to acquire Precision Aviation Group (PAG) for approximately $2.025 billion, which is expected to significantly enhance VSE's aviation aftermarket strategy and profitability over the coming years [2][6]. Deal Rationale: Scale, Footprint, and Capabilities - The acquisition is projected to increase VSE's revenue by about 50% on a pro forma basis and aims for more than 20% consolidated adjusted EBITDA margins in the next few years as integration and synergies are realized [3][6]. - Management anticipates approximately $15 million in annualized synergies from the acquisition, driven by procurement, network optimization, and cross-selling opportunities [6]. - The combination of VSE and PAG is described as complementary, with minimal overlap in capabilities, enhancing VSE's global footprint and improving customer service metrics such as turnaround times and supply chain responsiveness [3][5]. Operational Expansion - Post-acquisition, the combined company will operate 60 locations globally, which includes 47 repair facilities and 11 distribution centers of excellence [4]. - PAG is recognized as a global provider of aviation aftermarket MRO services, distribution, and supply chain solutions across various aviation sectors, including commercial, business, general aviation, rotorcraft, and defense [5]. Financial Details - The deal structure includes $1.75 billion in cash, approximately $275 million in equity to GenNx360, and up to $125 million in earnout, valuing PAG at about 13.5 times projected 2025 adjusted EBITDA [6]. - PAG is expected to contribute approximately $615 million in pro forma revenue for 2025, with adjusted EBITDA margins exceeding 20% [6].

Group 1 - Union Pacific Corporation (NYSE:UNP) is recognized as one of the 12 Best Stocks to Buy for the Long Term [1] - TD Cowen has adjusted its price target for Union Pacific to $255 from $257 while maintaining a Buy rating, following the company's Q4 results [2] - The Q4 earnings report showed adjusted earnings of $2.86 per share, slightly below the expected $2.87, and operating revenue of $6.09 billion, also below the forecast of $6.12 billion [3][4] Group 2 - The company is facing challenges due to uneven freight demand and macroeconomic pressures, which have impacted performance [3] - Union Pacific's proposed acquisition of Norfolk Southern, valued at $85 billion, is under regulatory review and has faced opposition from rail unions concerned about job security and shipping costs [3] - Looking ahead, Union Pacific is guiding for mid-single-digit earnings growth in 2026 [4]

Group 1 - Gold has regained popularity as an investment, with significant growth in recent years, particularly through online purchasing methods like tokenized gold and stablecoins [1][3] - Stablecoins are digital tokens backed by a currency or commodity, designed to minimize volatility, and they represent digital ownership of physical assets [2] - Tokenized gold trading is projected to reach $178 billion by 2025, surpassing all U.S. exchange-traded funds (ETFs) except for SPDR Gold Shares, which has $165 billion in assets under management [4] Group 2 - The rise in gold prices is attributed to geopolitical tensions, inflation, and increasing U.S. debt, prompting investors to seek gold as a safe haven [5][6] - U.S. debt has exceeded $38 trillion, with a fiscal deficit of nearly $1.8 trillion reported for fiscal year 2025, raising concerns about the U.S. fiscal situation [6] - Central banks globally are reducing their purchases of U.S. Treasuries, indicating a potential loss of confidence in the U.S. dollar as the world's reserve currency [7]

Core Insights - Exxon Mobil Corporation (NYSE:XOM) is recognized as one of the 12 best long-term stocks to buy [1] Group 1: Valuation and Market Position - BofA raised Exxon's price target to $135 from $129 while maintaining a Neutral rating, indicating a focus on relative valuation among US and European integrated oil companies [2] - BofA prefers Buy-rated TotalEnergies and Chevron over Neutral-rated Exxon and Shell, and Underperform-rated BP, based on relative valuations within the supermajors [2] Group 2: Strategic Partnerships - Exxon Mobil and China's BYD have signed a long-term strategic Memorandum of Understanding to expand their partnership in hybrid vehicle technology, focusing on customized product R&D and new materials [3] - The collaboration follows the launch of a specialized engine oil for BYD's plug-in electric vehicles, indicating a commitment to innovation in the automotive sector [3] Group 3: Company Overview - Exxon Mobil is one of the largest integrated energy companies globally, involved in oil and natural gas exploration, production, refining, and manufacturing of fuels, petrochemicals, lubricants, and advanced plastics [4] - The company is also investing in lower-emission initiatives, including carbon capture and lithium production, reflecting a focus on sustainability [4]

Core Viewpoint - Regeneron (REGN) reported Q4 2025 results that slightly exceeded market consensus, with no major surprises noted in the earnings report [2]. Financial Performance - The company provided expense guidance for 2026, indicating a focus on managing costs while maintaining growth [2]. Product Updates - Regeneron pre-announced Eylea, which is a significant product for the company, although specific details were not disclosed in the report [2].

Retail investors talked up five hot stocks this week (Jan. 26 to Jan. 30) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.MicrosoftDespite all the negative sentiment this week, some retail investors were still optimistic about MSFT’s growth.The stock had a 52-week range of $344.79 to $555.45, trading around $433 to $435 per share, as of the publication of this article. It rose 4.46% over the year and declined by 15.54% over the last six months.The stock ...