Core Viewpoint - ServiceNow, Inc. (NOW) is positioned as a strong investment opportunity, as the market is misinterpreting its role in the SaaS disruption narrative by associating it with legacy software providers [1] Company Analysis - ServiceNow is not merely a collection of applications; it is viewed as a foundational platform that offers significant competitive advantages [1] - The company is recognized for its strong moat, which is essential for long-term investment strategies [1] Investment Philosophy - The investment approach emphasizes a long-term horizon, focusing on price and margin of safety while considering risks often overlooked by short-term analysts [1]

Core Insights - Giverny Capital Asset Management's portfolio returned 0.01% in Q4 2025, underperforming the S&P 500's 2.66% return, and YTD returns were 12.58% compared to the Index's 17.88% [1] - The firm faced challenges due to underweighting in large technology companies and overweighting in smaller niche leaders, despite strong earnings growth and capital returns from portfolio companies [1] - The market's focus on AI investments has overshadowed the actual benefits of portfolio companies, impacting overall performance [1] Company Performance - Arista Networks, Inc. (NYSE:ANET) was highlighted as a leading contributor to Giverny Capital's performance, with a one-month return of 3.32% and a 52-week gain of 27.12% [2] - As of January 30, 2026, Arista Networks' stock closed at $141.74, with a market capitalization of $178.491 billion [2] - Arista Networks has been the best-performing stock for Giverny Capital since inception, providing high-quality routers and switches for major clients like Meta Platforms and Microsoft [3] Market Sentiment - Despite strong revenue growth of 27.5% year-over-year to $2.3 billion in Q3 2025, Arista Networks is not among the top 30 most popular stocks among hedge funds, with 92 hedge fund portfolios holding the stock at the end of Q3 [4] - There is a belief that certain AI stocks may offer greater upside potential and less downside risk compared to Arista Networks, despite its strong fundamentals [4]

Core Insights - Inflation significantly impacts retirees by reducing their purchasing power over time, especially as their income sources are often fixed or limited [1][3] - Retirees face unique challenges in managing inflation, as they cannot easily increase their income like working individuals can [2][3] Inflation Impact on Retirees - Inflation erodes the value of static income sources such as pensions and certificates of deposit (CDs), which may not keep pace with rising costs [3] - Rising healthcare and insurance premiums further exacerbate the financial strain on retirees, necessitating proactive planning for increased expenses [3] Planning for Inflation - Financial experts recommend preparing for a 3% inflation rate for general expenses and a 7% rate for healthcare costs, reflecting historical trends [4] - Stress-testing retirement plans against higher inflation rates is essential to ensure retirees can maintain their lifestyle [4] Investment Strategies - Maintaining some exposure to stocks is advised, as they have historically provided higher long-term returns than inflation, helping to preserve purchasing power [6] - Inflation-linked bonds, such as Treasury Inflation-Protected Securities (TIPS) and I Bonds, are recommended as reliable tools for keeping pace with rising prices [7]

Under the agreement, CFFM will purchase Pulsenmore ES home ultrasound services, enabling patients to benefit from remote monitoring while reducing unnecessary visits to the diagnostic center. Pulsenmore redefines prenatal care through clinically validated home ultrasound and telehealth technology, addressing one of the fastest-growing needs in global healthcare: high-quality care delivered beyond the clinic. Positioned at the intersection of digital health, telemedicine, and femtech, Pulsenmore enables rem ...

MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation ("VSE†or the "Company†) (NASDAQ: VSEC), a leading provider of aviation aftermarket distribution and repair services, announced today that it has commenced concurrent underwritten public offerings, subject to market and other conditions, of $650 million of its common stock and tangible equity units (the "Units†) with an aggregate stated amount of $350 million, pursuant to an effective shelf registration statement. In addition, VSE intends to grant the under ...

All right, five things to know ahead of today's opening bell. Gold and silver prices are relatively stable at the moment, but silver was much lower earlier today, and both those metals are coming off a Friday performance that amounted to their worst day since 1980. Oil prices are pulling back.Over the weekend, President Trump told reporters that Iran, in his words, was seriously talking with the United States. A lot of questions about what that means, but WTI this morning is down by about 5 and a quarter% t ...

Core Viewpoint - Nvidia has experienced significant stock growth, rising over 800% in the past three years, driven by its dominance in the AI chip market and impressive revenue growth [1]. Group 1: Nvidia's Performance - Over the past year, Nvidia's stock has shown a non-linear growth pattern, facing various challenges while still achieving high profitability with gross margins exceeding 70% [3]. - Despite competition, Nvidia maintains its leadership position in the AI chip market, supported by strong demand for its products [3]. - Concerns about a potential AI bubble have temporarily affected Nvidia's stock and that of other AI leaders, but overall spending trends in AI remain strong [4]. Group 2: Market Trends and Future Outlook - Major tech companies continue to invest heavily in AI infrastructure, contributing to a rebound in Nvidia's stock from November lows [5]. - The upcoming fiscal fourth-quarter and full-year 2026 earnings report on February 25 is seen as a potential catalyst for Nvidia's stock [6]. - Positive signals from Nvidia's partner, Taiwan Semiconductor Manufacturing, which reported earnings that exceeded analysts' expectations, provide optimism for Nvidia's upcoming report [7].

The U.S. Food and Drug administration has declined to approve Aquestive Therapeutics' oral drug for severe allergic reactions, the company said on Monday. ...

Core Viewpoint - U.S. shale producers Devon Energy and Coterra Energy are merging in a $58 billion all-stock deal to form one of the largest independent shale producers in the United States [1] Company Summary - The merger will combine the strengths of both companies, enhancing their operational capabilities and market presence in the shale industry [1] - The all-stock nature of the deal indicates a strategic move to consolidate resources and improve financial stability [1] Industry Summary - This merger reflects a trend in the shale industry towards consolidation as companies seek to optimize production and reduce costs amid fluctuating oil prices [1] - The creation of a larger independent shale producer may impact competition and market dynamics within the U.S. energy sector [1]

(All amounts are in US$) TORONTO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- G2 Goldfields Inc. (“G2” or the “Company”) (TSX: GTWO; OTCQX: GUYGF) is pleased to announce an independent technical report entitled “NI 43-101 Technical Report for the Preliminary Economic Assessment (PEA) on the Oko Gold Project in the Co-operative Republic of Guyana, South America” (the “Technical Report”), with an effective date of December 8, 2025, has been filed under the Company’s profile on SEDAR+ at www.sedarplus.ca. The Technical ...