L3Harris Technologies, Inc. (NYSE:LHX) is included among 12 Unstoppable Dividend Stocks to Buy According to Analysts. L3Harris Technologies, Inc. (LHX) Backlog Growth Drives Higher Price View at Bernstein On February 6, Bernstein raised its price recommendation on L3Harris Technologies, Inc. (NYSE:LHX) to $405 from $398. It maintained an Outperform rating on the shares. The firm pointed to the company’s Q4 results, reported on January 29, which came in ahead of consensus EPS and showed a sizable increase ...

Kyndryl stock tumbled early Monday after the company said its chief financial officer was leaving amid an accounting review. ...

Tesla (NASDAQ: TSLA) has been a massively successful stock for many shareholders, with returns of 3,500% over the past 10 years. But Tesla is in the middle of a major transition right now as it shifts away from being a strictly electric vehicle (EV) company toward robotics and autonomous vehicles (AVs). But riding out Tesla's shift could be risky for shareholders. Meanwhile, artificial intelligence (AI) stocks, including Micron Technology (NASDAQ: MU) and Taiwan Semiconductor (NYSE: TSM), are benefiting f ...

Core Insights - Equity markets are showing potential for more stocks to join the $1 trillion club, supported by strong fundamentals and market optimism [1][2] Group 1: Eli Lilly (NYSE: LLY) - Eli Lilly is the closest candidate to reach the $1 trillion market capitalization, currently at approximately $948.6 billion, needing a gain of about 5.4% [3] - The growth is driven by increasing demand for its GLP-1 portfolio, particularly Mounjaro for diabetes and Zepbound for obesity, with revenue growth exceeding 40% year over year [3][4] - Management has provided a 2026 revenue guidance of $80 billion to $83 billion, significantly above market expectations, supported by expanded supply and improved manufacturing capacity [4][6] Group 2: JPMorgan Chase (NYSE: JPM) - JPMorgan Chase, with a market capitalization of about $877.7 billion, requires a gain of roughly 14% to reach the $1 trillion milestone, making it a credible contender in the financial sector [7] - The bank's latest earnings reflect strength across investment banking, trading, and consumer businesses, despite increased technology spending and balance sheet adjustments [9] - Management anticipates easing expense pressures and stable revenues, with expectations for U.S. interest-rate cuts later in 2026 alleviating concerns over net interest income volatility [9][10]

Johnson Controls International plc (NYSE:JCI) is included among 12 Unstoppable Dividend Stocks to Buy According to Analysts. JPMorgan Raises Johnson Controls International plc (JCI) Target After Q1 “Break Out in Performance” On February 6, JPMorgan raised its price target on Johnson Controls International plc (NYSE:JCI) to $158 from $138 and maintained an Overweight rating on the shares. In a research note, the firm said the company’s fiscal Q1 results offered another clear proof point of a "break out in ...

Group 1 - The U.K. is advancing its nuclear capabilities with the construction of Hinkley Point C and planning for Sizewell C, as part of a global nuclear renaissance [1] - The U.K. has introduced the Advanced Nuclear Framework to expedite the development of advanced reactor technology, learning from past experiences with large reactors [1] - Rolls-Royce has won a competition to be the first to construct a small modular reactor in the U.K., benefiting from the new regulatory framework [1] Group 2 - The U.K. government has made a £300 million investment to establish a High Assay Low Enriched Uranium (HALEU) supply chain, which is essential for advanced reactors requiring higher enrichment levels [1] - Westinghouse, owned by Cameco, is working to reopen the Springfields conversion facility in the U.K. to enhance the nuclear fuel supply chain capacity [1] - The VettaFi Nuclear Renaissance Index includes companies across the nuclear value chain, such as Rolls-Royce, Jacobs Solutions, Amentum, and Cameco, providing investment opportunities in the nuclear sector [1]

Core Insights - TCW's expansion into the ETF market is a strategic move leveraging its 50 years of experience in active fixed income strategies, resulting in nearly $6 billion in assets within a short period [1] - The TCW Flexible Income ETF (FLXR) has seen significant growth, quadrupling in size to $2.6 billion, with an 8.4% total return yield last year and a current yield above 5% [1] - TCW has converted its long-standing core plus mutual fund into the TCW Core Plus Bond ETF (FIXT), aimed at investors seeking lower risk profiles [1] ETF Product Offerings - TCW is expanding its ETF suite to include sector-specific active ETFs, such as the TCW AAA CLO ETF (ACLO), which allows access to high-quality floating-rate notes and manages over $6 billion in CLOs [1] - The TCW Multisector Credit Income ETF (MUSE) targets non-core bonds and is designed to complement low-cost core holdings, providing global credit exposure [1] Future Developments - The industry is observing the potential for multi-share class products that would combine mutual fund and ETF shares, with TCW having secured exemptive relief to proceed [1] - TCW's future focus may include large-cap U.S. equities to enhance its equity lineup alongside existing megatrend ETFs like the TCW Power & Infrastructure ETF (PWRD), which recently surpassed $1 billion in assets [1]

Group 1 - The investment group High Yield Landlord is offering new members a promotion of $100 off and a 30-day money-back guarantee to encourage sign-ups at the beginning of 2026 [1] - High Yield Landlord has released its Top Picks for 2026, indicating a strategic focus on identifying promising investment opportunities for the upcoming year [1] - Jussi Askola, the President of Leonberg Capital, leads the High Yield Landlord group, which provides real-time insights into REIT investments and includes features like multiple portfolios and direct access to analysts [2] Group 2 - Jussi Askola has a strong background in REIT investing, having authored award-winning academic papers and built relationships with top REIT executives, enhancing the credibility of the investment group [2] - The group offers three distinct portfolios: core, retirement, and international, catering to different investment strategies and goals [2]

Core Viewpoint - The merger between Transocean Ltd. and Valaris Limited aims to create a leading offshore drilling company with a combined enterprise value of approximately $17 billion, enhancing operational capabilities and financial flexibility in a growing market [1][3][9]. Company Overview - Transocean will acquire Valaris in an all-stock transaction valued at approximately $5.8 billion, resulting in a shareholding distribution of about 53% for Transocean and 47% for Valaris in the combined entity [1][9]. - The combined company will operate a diversified fleet of 73 rigs, including 33 ultra-deepwater drillships, nine semisubmersibles, and 31 modern jackups, capable of serving various offshore environments [4][8]. Financial Implications - The merger is expected to unlock over $200 million in cost synergies, complementing Transocean's ongoing cost-reduction initiatives, which aim to reduce costs by more than $250 million through 2026 [5][8]. - The combined backlog of approximately $10 billion will enhance cash flow visibility and financial stability for the new entity [5]. Leadership and Structure - The senior management team will be led by Transocean's CEO Keelan Adamson, with Jeremy Thigpen serving as Executive Chairman of the Board, which will include nine current Transocean directors and two from Valaris [6]. - Transocean will remain incorporated in Switzerland, with its primary administrative office located in Houston [6]. Market Position and Strategy - The merger is strategically timed to capitalize on an emerging multi-year offshore drilling upcycle, positioning the combined company as an industry leader with enhanced customer access in attractive offshore basins [3][8]. - The estimated pro forma market capitalization of the combined company is projected to be $12.3 billion, improving trading liquidity and capital markets profile [8].

Core Insights - Vision Marine Technologies Inc. has opened a new Nautical Ventures retail store in Palm City, Florida, marking a significant milestone with over 1,100 yacht tenders sold since 2021 [1][4][5] - The Palm City location serves as a high-volume tender rigging and logistics center, reflecting sustained customer demand and operational scale [2][5] - The yacht tender and inflatable boat segment is a substantial part of the global marine industry, with long-term demand driven by superyacht activity and charter fleets [3][6] Company Developments - The Palm City store will enhance Vision Marine's retail presence and support centralized rigging and delivery operations for tenders sold across the Nautical Ventures network [5][6] - The company is formalizing Palm City as a customer-facing dealership, which will improve customer access along Florida's Atlantic coast [5][6] - Vision Marine's strategy includes leveraging its E-Motion™ high-voltage electric propulsion system within the yacht tender segment, aiming for future integration on applicable platforms [6][7] Industry Context - The global inflatable boat market operates at a multi-billion-dollar scale, supported by increasing demand for performance and service in the yacht tender segment [3][4] - The evolution of the tender market has transformed it from a functional accessory to a central component of boating experiences, leading to increased expectations from customers [4][6] - Vision Marine's disciplined tender strategy focuses on asset optimization and scalable execution to capitalize on market opportunities [3][6]