Amazon’s fourth-quarter 2025 earnings report missed revenue expectations, and the company’s announcement of a $200 billion capital expenditure plan for 2026—focused on artificial intelligence, cloud, and satellite infrastructure—sent shockwaves through the technology sector. This aggressive spending plan, combined with similar moves by Alphabet, which announced a $175–185 billion capital expenditure range for 2026, fueled investor concerns about the sustainability and returns of such large-scale investments in AI and related technologies. The result was a sharp sell-off in Big Tech stocks, with over $1 trillion in market value erased across the sector, according to FactSet data. The market reaction underscores the heightened sensitivity to capital allocation decisions in an environment where investors are increasingly wary of excessive spending, even in high-growth areas like AI.
The impact of these announcements extended beyond Amazon and Alphabet, affecting other major technology companies such as Oracle and Apple, which also saw significant declines in their stock prices. The widespread sell-off reflects broader apprehension about the pace and scale of AI-related investments, as well as doubts about near-term profitability and the ability of these companies to deliver sufficient returns on such massive capital outlays. The magnitude of the market value lost highlights the interconnectedness of Big Tech and the outsized influence these firms have on overall market sentiment, particularly when their strategic decisions are perceived as risky or overly ambitious.
Meanwhile, Under Armour delivered a surprise profit for the quarter, surpassing analyst expectations and raising its full-year earnings outlook despite ongoing sales declines and tariff pressures. The company’s improved performance was attributed to restructuring efforts under CEO Kevin Plank and aggressive cost controls, which helped offset the negative impact of weaker sales and external headwinds. This outcome demonstrates the potential for operational discipline and strategic realignment to yield positive results, even in challenging market conditions.
🔴
Justification: The news body is dominated by a sharp, sector-wide sell-off in Big Tech stocks, triggered by Amazon and Alphabet's massive capital expenditure announcements and missed earnings, resulting in over $1 trillion in market value erased. The negative sentiment spread to other major technology companies, reflecting deep investor concerns about the sustainability and returns of aggressive AI investments. Although Under Armour reported a positive surprise, its impact is minor compared to the broad, strong negative reaction across the technology sector and the overall market.
Legend:
🔴 = Strong Negative Impact
🔸 = Mild Negative Impact
⚪ = Neutral
🔹 = Mild Positive Impact
🔵 = Strong Positive Impact
New York, New York--(Newsfile Corp. - February 6, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Klarna Group plc (NYSE: KLAR) pursuant and/or traceable to the registration statement and related prospectus (collectively, the "Registration Statement") issued in connection with Klarna's September 2025 initial public offering (the "IPO"), of the important February 20, 2026 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased Klarna securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement....
Newsfile Corp - 2/6/2026 4:53:00 PM
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Apple is preparing to allow voice-controlled artificial intelligence apps from other companies in CarPlay, Bloomberg News reported on Friday, citing people familiar with the matter....
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The world’s biggest automaker has navigated the industry’s turbulent E.V. transition, but is looking to new leadership to manage intensifying geopolitical challenges....
The New York Times - 2/6/2026 9:39:05 AM
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A Russian general serving as deputy head of Russian military intelligence was shot and seriously wounded in Moscow on Friday, officials said – the latest in a series of attacks on top military figures....
cnn.com - 2/6/2026 9:25:54 AM
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Huron Consulting (HURN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road....
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This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues. These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026....
Seeking Alpha - 2/6/2026 4:30:20 PM
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AFRM tops Q2 estimates with strong GMV and revenue growth, as higher transactions and repeat customers lift results despite rising costs....
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Hims & Hers also said it's selling a cancer-detection test that's featured in its Super Bowl ad, which plays like a commentary on the wealthy's access to better healthcare....
Market Watch - 2/6/2026 4:29:00 PM
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Ørsted A/S (DNNGY) Q4 2025 Earnings Call Transcript...
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The United Steelworkers union (USW) adopted a national agreement negotiated with Marathon Petroleum for use in contracts between 30,000 oil industry workers and their refineries and chemical plants, the union said in a statement posted on-line....
Reuters - 2/6/2026 4:20:28 PM
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Energy Secretary Chris Wright said a well supplied global oil market would prevent a big price spike resulting from U.S. tensions with Iran. Low oil prices give President Donald Trump geopolitical leverage as the U.S. threatens strikes against Iran, according to Wright....
CNBC - 2/6/2026 4:19:49 PM
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A deputy chief of Russian military intelligence has been shot and wounded. Officials say Lt. Gen. Vladimir Alekseyev was attacked by an unidentified assailant in Moscow....
AP News - 2/6/2026 9:25:00 AM
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Months before Super Bowl LX kicks off at Levi's Stadium on February 9, the game was already being played, predicted, and celebrated across screens worldwide through companies held in the Amplify Video Game Leaders ETF (GAMR)....
ETF Trends - 2/6/2026 4:16:44 PM
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Investors have plenty of ETFs to consider these days – including active ETFs. Active ETFs have proliferated in recent years, increasing the diversity of strategies available with that active spin....
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I'm not buying the dip on Strategy Inc., even though I'm bullish on Bitcoin over a timeframe of 12-18 months. The near-term key risk for MSTR stock, in my view, is mNAV breaking below 1, which can turn equity issuance dilutive and threaten the BTC-per-share accretion story. That said, I am mindful that MSTR has roughly 2.5 years of dividend and interest coverage against preferred and debt obligations....
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"The thing that's been missing the most in markets is common sense," says Steven Orr when referring to price action before silver's stunning rally. He now considers the metal "fairly valued....
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Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment means for markets and disruption across industries on "Bloomberg Tech....
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Artificial intelligence remains the defining investment theme of this cycle, and few developments reinforce that view more clearly than the latest spending plans from Amazon ( AMZN ) and Alphabet ( GOOGL ). Both companies recently updated investors on their capital expenditure outlooks, signaling an aggressive push to expand data center capacity and AI infrastructure....
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Seeking Alpha - 2/6/2026 4:01:59 PM
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Ronald Hicks, a former Illinois bishop chosen by Pope Leo XIV to replace the retiring Cardinal Timothy Dolan, is set to be installed as New York's 11th archbishop...
NPR - 2/6/2026 9:00:58 AM
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Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada....
Kitco - 2/6/2026 4:01:57 PM
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MTD beats Q4 estimates as adjusted EPS jumps 8% Y/Y and sales rise to $1.13B, led by solid growth across Laboratory, Industrial and Food Retail....
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IONQ stands out as quantum growth cools in 2026, with revenues scaling more slowly after 2024-2025 surges amid geopolitical and macro headwinds....
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First Trust Long/Short Equity ETF is an active ETF with 76% net long exposure. FTLS underperforms SPY on total and risk-adjusted returns but offers lower volatility and shallower drawdowns. Compared to peers, FTLS offers excellent downside protection but trails CLSE in risk-adjusted performance since March 2022....
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NEW YORK--(BUSINESS WIRE)---- $POM #POM--Scott+Scott Attorneys at Law LLP (“Scott+Scott”), an international securities and consumer rights litigation firm, today announced that it has filed a class action lawsuit against Defendants PomDoctor Ltd., Zhenyang Shi, Li Xu, Cogency Global, Joseph Stone Capital, LLC, and Marcum Asia CPAs, LLP (collectively, the “Defendants”). The action, which was filed in the U.S. District Court for the Southern District of New York and captioned Louie v. PomDoctor Ltd. et al., Ca....
Business Wire - 2/6/2026 3:53:00 PM
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Benzinga - 2/6/2026 3:41:18 PM
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Palantir Technologies Inc (NYSE:PLTR)' stock has fallen sharply this year, and Jefferies analysts say valuation concerns could continue to weigh on the shares even as the company's operating performance improves. Jefferies noted Palantir's stock is down about 27% in the year-to-date and warned that further multiple compression could occur....
Proactive Investors - 2/6/2026 3:55:33 PM
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Seeking Alpha - 2/6/2026 3:51:06 PM
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Baird added both companies to the firm's list of fresh bullish picks....
Barrons - 2/6/2026 3:50:00 PM
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Barrick Mining Corporation is rated a Buy as strategic shifts and new management refocus on North American assets. Recent B leadership changes resolved the Mali dispute, signaled a potential Reko Diq exit, and prioritized Fourmile and Pueblo Viejo for future growth. Production guidance is more conservative but realistic, with 7% gold and 14% copper CAGR expected over the next two years....
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Seeking Alpha - 2/6/2026 3:43:14 PM
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Business Insider - 2/6/2026 3:42:24 PM
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Reuters - 2/6/2026 3:41:58 PM
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Amazon's stock plunged in extended trading Thursday, dragged lower by market jitters around the company's $200 billion capex plans, the highest spending forecast among the megacap companies. Amazon CEO Andy Jassy told investors he's “confident” the company will see a return on its massive investments in artificial intelligence....
CNBC Television - 2/6/2026 3:30:09 PM
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Seeking Alpha - 2/6/2026 3:37:13 PM
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NEW YORK--(BUSINESS WIRE)--Sphere Entertainment Co. (NYSE: SPHR) will host a conference call to discuss results for its fourth quarter and full-year ended December 31, 2025 on Thursday, February 12, 2026 at 10:00 a.m. Eastern Time. The Company will issue a press release reporting its results prior to the market opening. To participate via telephone, please dial 888-800-3155 with the conference ID number 8089430 approximately 10 minutes prior to the call. The call will also be available via webc....
Business Wire - 2/6/2026 3:30:00 PM
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The Knicks were winners, but so were the Jazz and Pacers....
NBC Sports - 2/6/2026 8:37:30 AM
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Envista Holdings Corporation (NVST) Q4 2025 Earnings Call Transcript...
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Capri Holdings Still Has A Lot To Prove...
Seeking Alpha - 2/6/2026 3:31:00 PM
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Ares is upgraded to Strong Buy after a post-earnings selloff, despite record fundraising and AUM surpassing $600B. ARES reported a double-miss on Q4 EPS and revenue but delivered robust year-over-year growth and hiked its dividend by 20%, pushing yield near 4%. Wealth management AUM surged 69% to $66B, and real assets more than doubled, positioning ARES for growth in retail and infrastructure markets....
Seeking Alpha - 2/6/2026 3:30:51 PM
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NWL's Q4 earnings meet estimates as EPS rises, but core sales fall 4.1% Y/Y, with margins improving despite ongoing sales pressure....
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ARM's Q3 earnings beat estimates as revenues jump 26%, lifting shares and reinforcing confidence in durable growth despite margin pressure....
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MGM beats Q4 estimates as earnings and revenues rise year over year, driven by strong Macau results, digital growth and regional casinos....
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As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly....
WSJ - 2/6/2026 3:30:00 PM
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Advanced Micro Devices delivered a strong Q4 beat, but shares fell due to concerns over the sustainability of China-driven revenue. A significant portion of AMD's Q4 data center growth stemmed from China sales under a temporary regulatory window, raising questions about future growth rates. Despite the China 'asterisk,' I remain bullish, citing multi-year data center growth targets and the MI450's competitive positioning versus Nvidia....
Seeking Alpha - 2/6/2026 3:27:49 PM
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MicroStrategy remains a HOLD even after its correction, as its shares trade at an 8% premium to its Bitcoin holdings (mNAV 1.08), lacking a margin of safety to upgrade to BUY. MSTR's investment thesis is tied almost entirely to Bitcoin, with software operations now negligible; earnings are largely irrelevant beyond BTC metrics. However, I think we may be approaching the time to upgrade MSTR to a BUY. If its mNAV drops below 1, it would be an opportunity vs. direct Bitcoin exposure....
Seeking Alpha - 2/6/2026 3:27:44 PM
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DOCS beats Q3 EPS and revenue estimates, but shares plunge 38.5% after hours as margins contract and FY26 revenue guidance is lowered....
Zacks Investment Research - 2/6/2026 3:26:09 PM
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CNC incurs a Q4 adjusted loss per share as medical costs spike, but revenues jump nearly 22% on strong PDP and Marketplace premium growth....
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TPR surges after Q2 results beat revenue and earnings estimates, powered by Coach-led growth, global momentum and a raised fiscal 2026 outlook....
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Marijuana stocks are still facing a battle in the stock market. The cannabis sector has been fighting to reach higher trading levels more consistently. For some time, there has been significant volatility that has been somewhat challenging for shareholders. You would think that with legal operators showing profitability and overall success, it would follow for the public sector. However, this has not been the case in most instances....
MarijuanaStocks - 2/6/2026 3:25:25 PM
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In what analysts have referred to as a show-me year for artificial intelligence, automation and robotics are increasingly viewed as two significant growth catalysts for the practical application of AI....
MarketBeat - 2/6/2026 3:24:32 PM
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CLSK's Q1 FY26 loss is wider than expected despite double-digit revenue growth, as the company accelerates its shift beyond bitcoin mining....
Zacks Investment Research - 2/6/2026 3:21:07 PM
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SAN DIEGO--(BUSINESS WIRE)---- $SMAR #SMAR--The Smartsheet class action alleges that former shareholders approved the company's Merger and received an unfair price due to a misleading Proxy....
Business Wire - 2/6/2026 3:10:00 PM
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Stellantis said it expects to take a 22-billion-euro ($26 billion) as it overhauls its business to accelerate the rollout of electric and hybrid vehicles....
CNBC - 2/6/2026 8:18:23 AM
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Despite local anti-ICE protests and the potential for disruption around US vice-president JD Vance’s appearance at Thursday night’s ice hockey opener, Team USA’s Games appear to have got off to a smooth start...
The Independent - 2/6/2026 8:18:00 AM
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Veteran plasma physicist Dr. John E. Brandenburg, Ph.D....
MCAP MediaWire - 2/6/2026 3:19:36 PM
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Centuri Holdings is rated "Buy" with a $34 price target, reflecting robust backlog growth and a strong eFY26 start. CTRI's $5.9 billion backlog, $13 billion pipeline, and recent $870 million in new awards highlight expanding long-term MSAs and strategic positioning in power infrastructure. Operational improvements targeting 20%+ fleet efficiency and the acquisition of Connect Atlantic Utility Services support margin expansion and Canadian growth....
Seeking Alpha - 2/6/2026 3:17:58 PM
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SFL offers an attractive dividend yield, although current cash distributions continue to generate a modest free cash flow deficit. The company's solid financial position should allow it to sustain the current payout level for several quarters. A new charter contract for the Hercules rig would act as a catalyst, materially improving cash flow and dividend sustainability....
Seeking Alpha - 2/6/2026 3:17:25 PM
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MSTR's Q4 loss widens on bitcoin fair-value hits, missing estimates, even as revenues rise 1.9% and subscriptions jump....
Zacks Investment Research - 2/6/2026 3:16:08 PM
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MPWR beat Q4 earnings and revenue estimates as record sales surged across automotive, computing, communications and industrial markets....
Zacks Investment Research - 2/6/2026 3:16:06 PM
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IREN's Q2 FY26 loss widens as revenues fall 23% Q/Q, hurt by non-cash charges, despite fast growth in AI cloud services....
Zacks Investment Research - 2/6/2026 3:16:05 PM
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Molina Healthcare, Inc. (MOH) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:14:21 PM
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Société Générale Société anonyme (SCGLY) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:14:20 PM
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Flowserve Corporation (FLS) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:14:19 PM
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Biogen Inc. (BIIB) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:14:23 PM
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IREN Ltd. is downgraded to 'Sell' after a sharp Q2 2026 double miss on EPS and revenue. IREN's AI cloud revenue grew 137% QoQ but remains under 10% of total, while Bitcoin mining revenue slumped 28% QoQ. Execution risk is high as IREN must scale AI revenues ~68x to meet ambitious ARR targets, with zero margin for error....
Seeking Alpha - 2/6/2026 3:12:34 PM
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Avantis US Small Cap Value ETF offers diversified exposure to U.S. small-cap value stocks, targeting firms with strong fundamentals and low valuations. AVUV has delivered a 14.9% average annual return since inception, with a low 0.25% expense ratio and over $22B in assets as of February 2026. Small-cap value stocks are positioned for potential outperformance in 2026 due to lower interest rates, earnings growth, and rotation out of large-cap tech....
Seeking Alpha - 2/6/2026 3:10:44 PM
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Vancouver, British Columbia--(Newsfile Corp. - February 6, 2026) - Renegade Gold Inc. (TSXV: RAGE) (OTCQB: RENGF) (FSE: 070) ("Renegade" or the "Company") is pleased to announce a significant expansion of its Red Lake exploration footprint, centered within the Company's Confederation Project, through the acquisition of additional claims and strategic claim staking in the Red Lake Mining District, Ontario (Figure 1). The Company has entered into a mineral property purchase agreement with an arm's length third party dated February 5, 2026 (the "Agreement"), whereby the Company agreed to purchase a total of 105 unpatented mining claims known as the Belanger Property....
Newsfile Corp - 2/6/2026 3:00:00 PM
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• American Airlines Group shares are powering higher. What's fueling AAL momentum?...
Benzinga - 2/6/2026 2:58:11 PM
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uniQure N.V. (NASDAQ: QURE) on Friday announced updated preliminary safety and exploratory efficacy data from 11 patients in its Phase 1/2a trial of AMT-191....
Benzinga - 2/6/2026 2:58:00 PM
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BYD's Q4 earnings and revenues top estimates, driven by strong core customer engagement and disciplined operating performance....
Zacks Investment Research - 2/6/2026 3:05:39 PM
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CAT posts record Q4 revenues and backlog as volumes surge, but margin pressure and a premium valuation raise questions on what to do next....
Zacks Investment Research - 2/6/2026 3:05:37 PM
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MCD's Q4 performance is likely to reflect gains from value meals, digital engagement and global expansion, partly offset by cost inflation and margin pressure....
Zacks Investment Research - 2/6/2026 3:05:34 PM
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