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
Bristol-Myers Squibb is upgraded to Buy as its growth portfolio now offsets legacy declines, validating a bullish contrarian thesis. BMY's 2026 guidance and Q4 2025 results exceeded consensus, with management consistently under-promising and over-delivering, setting up strong risk/reward. Patent cliffs for Eliquis and Opdivo loom in 2028, but a robust pipeline—seven registrational readouts in 2026—offers multiple upside catalysts....
Seeking Alpha - 2/6/2026 5:39:37 PM
More News for BMY
Stock Analysis for BMY
Related Stocks:
NEW YORK--(BUSINESS WIRE)--American International Group, Inc. (NYSE: AIG) today announced that it has completed the acquisitions of strategic minority ownership stakes in Convex Group Limited (“Convex”), a privately held, global specialty insurer, and Onex Corporation (“Onex”) (TSE: ONEX), a publicly traded global asset manager. Pursuant to these transactions, AIG has acquired an approximately 35% equity interest in Convex for approximately $2.1 billion, and a 9.9% ownership stake in Onex for a....
Business Wire - 2/6/2026 5:30:00 PM
More News for AIG
Stock Analysis for AIG
Related Stocks:
MIAMI--(BUSINESS WIRE)-- #RyderEverbetter--Ryder declares quarterly cash dividend, marking more than 49 years of uninterrupted dividend payments....
Business Wire - 2/6/2026 5:30:00 PM
More News for R
Stock Analysis for R
Related Stocks:
PHOENIX--(BUSINESS WIRE)--Cable One, Inc. (NYSE: CABO) (the “Company” or “Cable One”) will host a conference call with the financial community to discuss results for the fourth quarter and full year 2025 on Thursday, February 26, 2026 at 5 p.m. Eastern Time (ET). The Company's previously announced new Chief Executive Officer, Jim Holanda, will begin his role as CEO on February 16. Cable One will issue a press release reporting its fourth quarter and full year 2025 results after market close on....
Business Wire - 2/6/2026 5:30:00 PM
More News for CABO
Stock Analysis for CABO
Related Stocks:
VANCOUVER, British Columbia--(BUSINESS WIRE)--Venzee Technologies Inc. (TSXV: VENZ) (“Venzee” or the “Company”) announces that Ms. Hebe Chen has been appointed as Venzee's new Chief Financial Officer, replacing Mr. Darren Battersby. Mr. Battersby will remain on the board of directors of the Company, when he has been a director since August 2024. Venzee wishes to thank Mr. Battersby for his many years of service as Chief Financial Officer of Venzee. Ms. Chen is a member of Digital Commerce Group....
Business Wire - 2/6/2026 5:30:00 PM
More News for VENZF
Stock Analysis for VENZF
Related Stocks:
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), Red Cat Holdings, Inc. (NASDAQ: RCAT) and 23 other drone manufacturers are preparing for battle at Fort Benning....
Benzinga - 2/6/2026 5:21:47 PM
More News for KTOS
Stock Analysis for KTOS
Related Stocks:
Mobileye Global Inc. now appears deeply undervalued, with its core ADAS business alone justifying the current market cap and its advanced products offering significant upside. The Mentee Robotics acquisition accelerates MBLY's humanoid robot ambitions but adds near-term losses and is unlikely to be a material revenue contributor anytime soon. The acquisition also does nothing to reassure investors that Mobileye will be able to effectively compete in markets that depend on AI, like self-driving vehicles....
Seeking Alpha - 2/6/2026 5:30:13 PM
More News for MBLY
Stock Analysis for MBLY
Related Stocks:
Tesla is hiring to support founder Elon Musk's recently announced plan to become what would be the biggest U.S. manufacturer of solar energy components, according to online posts by senior executives at the company....
Reuters - 2/6/2026 5:29:30 PM
More News for TSLA
Stock Analysis for TSLA
Related Stocks:
HARRISBURG, Pa.--(BUSINESS WIRE)--Mid Penn Bancorp, Inc. (“Mid Penn”) (NASDAQ: MPB), the parent company of Mid Penn Bank, and 1st Colonial Bancorp, Inc. (“1st Colonial”) (OTCPK: FCOB), the parent company of 1st Colonial Community Bank, announced today that they have received all required regulatory approvals to complete the previously announced transaction pursuant to which Mid Penn will acquire 1st Colonial in a cash and stock transaction valued at approximately $101 million. Pending receipt o....
Business Wire - 2/6/2026 5:28:00 PM
More News for TBBK
Stock Analysis for TBBK
Related Stocks:
RYE, N.Y.--(BUSINESS WIRE)--Acadia Realty Trust (NYSE: AKR) (“Acadia” or the “Company”) today announced the year-end promotions for the following professionals to support its continued growth: AJ Levine has been promoted to Executive Vice President, Leasing and Development. In his role, Mr. Levine will continue to lead leasing and development initiatives while assuming oversight of the Company's property management and marketing teams, further supporting the Company's internal growth strategy....
Business Wire - 2/6/2026 5:15:00 PM
More News for TISI
Stock Analysis for TISI
Related Stocks:
HOUSTON--(BUSINESS WIRE)--Helix Energy Solutions Group, Inc. (NYSE: HLX) will issue a press release reporting its fourth quarter and full year 2025 results on Monday, February 23, 2026, after the close of business. The press release and associated slide presentation will be available on Helix's website, www.helixesg.com. Helix will review its fourth quarter and full year 2025 results on Tuesday, February 24, 2026, at 9:00 a.m. Central Time via a teleconference and webcast. Investors and other i....
Business Wire - 2/6/2026 5:15:00 PM
More News for HLX
Stock Analysis for HLX
Related Stocks:
Shell reported disappointing 2025 results, with upstream and LNG segments underperforming due to weak prices and output declines. I am upgrading SHEL from "Sell" to "Hold," anticipating external market factors will turn favorable for oil and gas producers, as well as LNG producers, in the coming year. Renewables remain a drag, with green hydrogen investments posing potential write-down risks or multi-year losses if completed....
Seeking Alpha - 2/6/2026 5:20:57 PM
More News for SHEL
Stock Analysis for SHEL
Related Stocks:
The company is making inroads on two potential growth segments: driverless cars and solar energy....
Market Watch - 2/6/2026 5:18:00 PM
More News for TSLA
Stock Analysis for TSLA
Related Stocks:
BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company's (Boise Cascade or the Company) (NYSE: BCC) Board of Directors declared a quarterly dividend of $0.22 per share to holders of its common stock. The dividend will be paid on March 18, 2026 to stockholders of record on February 23, 2026. Future dividend declarations, including amount per share, record date and payment date, will be made by the board of directors and will depend upon, among other things, legal capital requirements and surplus,....
Business Wire - 2/6/2026 5:15:00 PM
More News for BCC
Stock Analysis for BCC
Related Stocks:
AerCap Holdings N.V. (AER) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 5:14:38 PM
More News for AER
Stock Analysis for AER
Related Stocks:
Denali Therapeutics Inc. (DNLI) Shareholder/Analyst Call Transcript...
Seeking Alpha - 2/6/2026 5:14:36 PM
More News for DNLI
Stock Analysis for DNLI
Related Stocks:
It's worth noting that in a week when many stocks are getting slaughtered, shares of McDonald's Corp. NYSE: MCD are up 2.7% in the five trading sessions ending Feb. 5. That has MCD stock near a 52-week high....
MarketBeat - 2/6/2026 5:15:13 PM
More News for MCD
Stock Analysis for MCD
Related Stocks:
Vancouver, British Columbia--(Newsfile Corp. - February 6, 2026) - Supreme Critical Metals Inc., (CSE: CRIT) (FSE: VR6) (OTC Pink: VRCFF) ("Supreme" or the "Company") is pleased to announce it has closed the first tranche of its non-brokered private placement (the "LIFE Offering") financing of up to 10,000,000 units of the Company ("Units") as previously announced in its press release dated January 27, 2026 (the "Initial Press Release"). Any words capitalized but undefined herein shall have the meaning ascribed to such capitalized term in the Initial Press Release....
Newsfile Corp - 2/6/2026 5:10:00 PM
More News for CRIT
Stock Analysis for CRIT
Related Stocks:
PITTSBURGH--(BUSINESS WIRE)-- #WeAreWabtec--Wabtec Corporation (NYSE: WAB) announced today that its Board of Directors declared a regular quarterly common dividend of 31 cents per share, payable on March 2, 2026, to holders of record on February 17, 2026. About Wabtec Wabtec Corporation is revolutionizing the way the world moves for future generations. The Company is a leading global provider of equipment, systems, digital solutions and value-added services for the freight and transit rail industries, as well....
Business Wire - 2/6/2026 5:10:00 PM
More News for WAB
Stock Analysis for WAB
Related Stocks:
Carlyle Credit Income Fund and OFS Credit Company Inc. face a high risk of dividend cuts due to unsustainable yields and elevated leverage. Both OCCI and CCIF exhibit leverage above 42% and non-leverage expenses near 30%, pressuring NAV and dividend sustainability. Current yields for CCIF and OCCI approach 31%, but high discounts and sector precedent suggest imminent distribution reductions....
Seeking Alpha - 2/6/2026 5:08:03 PM
More News for OFS
Stock Analysis for OFS
Related Stocks:
HOUSTON--(BUSINESS WIRE)--Innovex International, Inc. Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call....
Business Wire - 2/6/2026 5:05:00 PM
More News for INVX
Stock Analysis for INVX
Related Stocks:
DAYTON, Minn.--(BUSINESS WIRE)--Forgent Power Solutions, Inc. (“Forgent” or the “Company”), a leading designer and manufacturer of electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities, today announced the closing of the initial public offering of its Class A common stock. The offering consists of 39,413,573 shares of Class A common stock being offered by parent entities of the Company controlled by Neos Partners, LP (the “Selling Stoc....
Business Wire - 2/6/2026 5:05:00 PM
More News for FPS
Stock Analysis for FPS
Related Stocks:
Vancouver, British Columbia--(Newsfile Corp. - February 6, 2026) - Spark Energy Minerals Inc. (CSE: SPRK) (OTC Pink: SPARF) (FSE: 8PC) ("Spark" or the "Company") is pleased to provide an update on its maiden reverse circulation ("RC") drill campaign at the Arapaima Project in Brazil's Lithium Valley. The Company also provides an update on its previously disclosed warrant incentive program, recent marketing and investor awareness initiatives, and certain corporate governance matters....
Newsfile Corp - 2/6/2026 5:05:00 PM
More News for MHLD
Stock Analysis for MHLD
Related Stocks:
Regency Centers Corporation (REG) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 5:04:24 PM
More News for REG
Stock Analysis for REG
Related Stocks:
Toyota Motor Corporation (TM) Discusses Executive Leadership Transition and Organizational Restructuring Transcript...
Seeking Alpha - 2/6/2026 5:04:22 PM
More News for TM
Stock Analysis for TM
Related Stocks:
Private equity firm Vista Equity Partners is leading a new funding round of over $350 million in artificial intelligence chip startup SambaNova Systems, marking a rare departure from its traditional focus on enterprise software, according to people familiar with the matter....
Reuters - 2/6/2026 5:03:35 PM
More News for PGPHF
Stock Analysis for PGPHF
Related Stocks:
Virtus InfraCap US Preferred Stock ETF offers a 9.37% yield and operational diversification, making it compelling amid recessionary risks. PFFA has marginally underperformed the S&P 500 recently, but its risk-adjusted returns and lower volatility remain attractive for yield-focused investors. Portfolio concentration in financials (33.1%) is a risk, but sectoral diversification into real estate, utilities, and pipelines provides balance....
Seeking Alpha - 2/6/2026 5:02:45 PM
More News for PFFA
Stock Analysis for PFFA
Related Stocks:
Bitcoin has had one of its worst single-day performance in the last decade this week, dragging down everything linked to the cryptocurrency....
Investopedia - 2/6/2026 5:00:43 PM
More News for MSTR
Stock Analysis for MSTR
Related Stocks:
The three-day event is a chance for the top 10 skating countries to bring home a medal — and for viewers to get acquainted with the sport's different disciplines and biggest names....
NPR - 2/6/2026 10:07:22 AM
More News for
Stock Analysis for
Related Stocks:
The airport which serves Germany's capital and the surrounding Brandenburg state is cancelling flights as of Friday morning due to black ice and freezing rain....
DW.com - 2/6/2026 10:00:00 AM
More News for
Stock Analysis for
Related Stocks:
The Global X Silver Miners ETF (NYSEARCA:SIL) offers exposure to silver mining companies, but the fund's current dividend profile raises serious questions about income sustainability....
24/7 Wall Street - 2/6/2026 5:02:49 PM
More News for SIL
Stock Analysis for SIL
Related Stocks:
BBAI stays volatile despite the Ask Sage acquisition, a higher 2025 revenue outlook and strong cash, as weak sales trends keep investors cautious....
Zacks Investment Research - 2/6/2026 5:01:12 PM
More News for BBAI
Stock Analysis for BBAI
Related Stocks:
New York, New York--(Newsfile Corp. - February 6, 2026) - Scott+Scott Attorneys at Law LLP ("Scott+Scott"), a shareholder and consumer rights litigation firm, is investigating whether Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG) or certain of its officers and directors issued misleading and false statements and/or failed to disclose information material to investors in violation of federal securities laws. CLICK HERE TO RECEIVE ADDITIONAL INFORMATION ABOUT THIS POTENTIAL CLASS ACTION Hub Group is a transportation and logistics management company....
Newsfile Corp - 2/6/2026 5:01:00 PM
More News for HUBG
Stock Analysis for HUBG
Related Stocks:
Rick Ducat turns to the financial space on Friday's Options Corner with a look at JPMorgan Chase (JPM). Shares remain virtually unchanged so far in 2026, though analyst upgrades offer potential for bullish price action....
Schwab Network - 2/6/2026 5:00:56 PM
More News for JPM
Stock Analysis for JPM
Related Stocks:
America's biggest cloud giants are doubling down on their investments in AI hardware. That hasn't helped their shares lately—but chipmakers are getting a lift as their orders keep rolling in....
Investopedia - 2/6/2026 5:00:47 PM
More News for NVDA
Stock Analysis for NVDA
Related Stocks:
The weekend brings fresh Iran sanctions and risks of a U.S. move against Tehran....
Market Watch - 2/6/2026 4:57:00 PM
More News for BNO
Stock Analysis for BNO
Related Stocks:
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 4:59:51 PM
More News for AAAU
Stock Analysis for AAAU
Related Stocks:
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
More News for KLAR
Stock Analysis for KLAR
Related Stocks:
Affirm Holdings Inc. NASDAQ: AFRM delivered a solid earnings report after the market closed on Feb. 5. However, the stock fell about 4% in after-hours trading....
MarketBeat - 2/6/2026 4:51:50 PM
More News for AFRM
Stock Analysis for AFRM
Related Stocks:
The attack bore the hallmark of several assassination attempts on top military officers in the Russian capital....
The New York Times - 2/6/2026 9:55:06 AM
More News for
Stock Analysis for
Related Stocks:
Kodiak Gas (KGS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term....
Zacks Investment Research - 2/6/2026 4:46:06 PM
More News for KGS
Stock Analysis for KGS
Related Stocks:
AptarGroup, Inc. (ATR) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 4:44:22 PM
More News for ATR
Stock Analysis for ATR
Related Stocks:
Roivant Sciences Ltd. (ROIV) Q3 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 4:44:20 PM
More News for ROIV
Stock Analysis for ROIV
Related Stocks:
MarketAxess Holdings Inc. (MKTX) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 4:44:18 PM
More News for MKTX
Stock Analysis for MKTX
Related Stocks:
The first major gatecrasher of Wall Street's Magnificent Seven dominance is here, and Broadcom's recent rally shows that the stock has plenty of potential to take on the United States' hegemony of AI stars....
FXEmpire - 2/6/2026 4:35:20 PM
More News for AVGOP
Stock Analysis for AVGOP
Related Stocks:
Orchid Island Capital has a challenging long-term track record, with eroding book value and declining dividends for common shareholders. ORC currently trades around book value, which is unjustified given its historical underperformance and ongoing equity dilution via frequent share issuance. Operating expenses, including executive compensation, remain high despite no increase in business complexity, benefiting management over shareholders....
Seeking Alpha - 2/6/2026 4:41:22 PM
More News for ORC
Stock Analysis for ORC
Related Stocks:
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....
Reuters - 2/6/2026 4:37:54 PM
More News for AAPL
Stock Analysis for AAPL
Related Stocks:
Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebounded after plummeting on Thursday and nearing the $60,000 level, and the CEOs of Roblox, Affirm, and Warner Music Group break down their companies' earnings....
Bloomberg Technology - 2/6/2026 4:33:53 PM
More News for AMZN
Stock Analysis for AMZN
Related Stocks:
What does a successful retirement look like? If it means financial security through steady income sources, then you can get there with the help of high-yield dividend stocks....
24/7 Wall Street - 2/6/2026 4:37:36 PM
More News for PERF
Stock Analysis for PERF
Related Stocks:
Subscribers to Schaeffer's Weekend Trader options recommendation service received this AEO commentary on Sunday night, along with a detailed options trade recommendation
including complete entry and exit parameters....
Schaeffers Research - 2/6/2026 4:37:24 PM
More News for BPOP
Stock Analysis for BPOP
Related Stocks:
Heightened AI disruption fears, valuation scrutiny, and macro headwinds have triggered a notable pullback in growth and tech indices. This pullback has led to a heightened volatility, which opens the door for covered call ETFs to finally produce alpha and, more importantly, vol-driven income growth. In this article, I zero in on my bull case for JPMorgan Nasdaq Equity Premium Income ETF, which has (up until recently) underperformed most of its closest OTM, dynamically managed peers....
Seeking Alpha - 2/6/2026 4:35:20 PM
More News for JEPQ
Stock Analysis for JEPQ
Related Stocks:
BigBear.ai (NYSE: BBAI stock) surged about 18% on Friday after a string of company announcements and heavy trading activity rekindled interest in the beaten-down AI stock. Volume witnessed considerable growth versus recent sessions, a sign that both news-driven buyers and short-covering traders stepped in....
Invezz - 2/6/2026 4:15:42 PM
More News for BBAI
Stock Analysis for BBAI
Related Stocks:
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
More News for
Stock Analysis for
Related Stocks:
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
More News for
Stock Analysis for
Related Stocks:
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....
Zacks Investment Research - 2/6/2026 4:35:55 PM
More News for HURN
Stock Analysis for HURN
Related Stocks:
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
More News for DAKT
Stock Analysis for DAKT
Related Stocks:
AFRM tops Q2 estimates with strong GMV and revenue growth, as higher transactions and repeat customers lift results despite rising costs....
Zacks Investment Research - 2/6/2026 4:30:16 PM
More News for AFRM
Stock Analysis for AFRM
Related Stocks:
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
More News for HIMS
Stock Analysis for HIMS
Related Stocks:
Ørsted A/S (DNNGY) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 4:24:19 PM
More News for DOGEF
Stock Analysis for DOGEF
Related Stocks:
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
More News for BNO
Stock Analysis for BNO
Related Stocks:
The YieldMax MSTR Option Income Strategy ETF (NYSEARCA:MSTY) is delivering what appears to be an absurd dividend yield, but the mechanics behind those payments reveal a high-risk strategy tied directly to Bitcoin's volatile price action....
24/7 Wall Street - 2/6/2026 4:19:27 PM
More News for MSTY
Stock Analysis for MSTY
Related Stocks:
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
More News for BNO
Stock Analysis for BNO
Related Stocks:
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
More News for
Stock Analysis for
Related Stocks:
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
More News for GAMR
Stock Analysis for GAMR
Related Stocks:
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....
ETF Trends - 2/6/2026 4:16:42 PM
More News for TTEQ
Stock Analysis for TTEQ
Related Stocks:
Tata Steel Limited (TATLY) Q3 2026 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 4:14:20 PM
More News for TATLY
Stock Analysis for TATLY
Related Stocks:
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....
Seeking Alpha - 2/6/2026 4:14:07 PM
More News for MSTR
Stock Analysis for MSTR
Related Stocks:
"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....
Schwab Network - 2/6/2026 4:00:48 PM
More News for NVDA
Stock Analysis for NVDA
Related Stocks:
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....
Bloomberg Technology - 2/6/2026 3:58:15 PM
More News for AAPL
Stock Analysis for AAPL
Related Stocks:
SPOT heads into Q4 earnings with $2.95 EPS expected on 14% revenue growth, but a weak surprise history and rich valuation temper enthusiasm....
Zacks Investment Research - 2/6/2026 4:06:08 PM
More News for SPOT
Stock Analysis for SPOT
Related Stocks:
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....
Zacks Investment Research - 2/6/2026 4:06:07 PM
More News for GOOG
Stock Analysis for GOOG
Related Stocks:
Coloplast A/S (CLPBY) Q1 2026 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 4:04:20 PM
More News for CLPBY
Stock Analysis for CLPBY
Related Stocks:
Centene Corporation delivered strong revenue growth in 2025, but earnings and profitability sharply deteriorated, driven by surging medical costs and adverse policy impacts. Despite a net loss of $6.67 billion in 2025, CNC management projects 2026 EPS above $1.98 and adjusted EPS above $3, with improved HBR and profitability. I upgrade CNC to a soft, speculative Buy based on management's 2026 guidance but highlight substantial uncertainty and risk from marketplace enrollment and policy shifts....
Seeking Alpha - 2/6/2026 4:01:59 PM
More News for CNC
Stock Analysis for CNC
Related Stocks:
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
More News for
Stock Analysis for
Related Stocks:
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
More News for AAAU
Stock Analysis for AAAU
Related Stocks:
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....
Zacks Investment Research - 2/6/2026 4:00:42 PM
More News for MTD
Stock Analysis for MTD
Related Stocks:
IONQ stands out as quantum growth cools in 2026, with revenues scaling more slowly after 2024-2025 surges amid geopolitical and macro headwinds....
Zacks Investment Research - 2/6/2026 4:00:40 PM
More News for QMCO
Stock Analysis for QMCO
Related Stocks:
Pfizer made one thing clear this week: It's officially back in the obesity race....
CNBC - 2/6/2026 3:55:45 PM
More News for PFE
Stock Analysis for PFE
Related Stocks:
Bloom Energy Corp. (NYSE: BE) closed 2025 with record-breaking results, fueled by what CEO KR Sridhar described as a “seismic” shift in how the world's largest industries secure electricity....
Benzinga - 2/6/2026 3:46:22 PM
More News for BE
Stock Analysis for BE
Related Stocks:
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....
Seeking Alpha - 2/6/2026 3:55:22 PM
More News for FTLS
Stock Analysis for FTLS
Related Stocks:
Multiplan Empreendimentos Imobiliários S.A. (MLTTY) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:54:18 PM
More News for MLTTY
Stock Analysis for MLTTY
Related Stocks:
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
More News for POM
Stock Analysis for POM
Related Stocks:
The move comes a week after the cruise operator reported fourth-quarter results that met Wall Street expectations and pointed to stronger growth ahead. Here's what investors need to know....
Benzinga - 2/6/2026 3:41:18 PM
More News for RCL
Stock Analysis for RCL
Related Stocks:
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
More News for PLTR
Stock Analysis for PLTR
Related Stocks:
Cboe Global Markets, Inc. (CBOE) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:54:21 PM
More News for CBOE
Stock Analysis for CBOE
Related Stocks:
Under Armour, Inc. (UAA) Q3 2026 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:54:20 PM
More News for UAA
Stock Analysis for UAA
Related Stocks:
MARA Holdings is pivoting from crypto mining to AI/HPC cloud services, leveraging recent acquisitions and unique power assets. The MPLX partnership secures low-cost, scalable natural gas power, positioning MARA for a competitive edge in AI cloud infrastructure. Acquisition of Exaion provides MARA with enterprise and government AI clients, enhancing its European market positioning versus peers like Nebius....
Seeking Alpha - 2/6/2026 3:51:06 PM
More News for MARA
Stock Analysis for MARA
Related Stocks:
VLTO beat Q4 earnings and lifted margins, but cautious 2026 guidance slowed optimism, sending shares down about 6% after results....
Zacks Investment Research - 2/6/2026 3:50:21 PM
More News for VLTO
Stock Analysis for VLTO
Related Stocks:
Baird added both companies to the firm's list of fresh bullish picks....
Barrons - 2/6/2026 3:50:00 PM
More News for BKNG
Stock Analysis for BKNG
Related Stocks:
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....
Seeking Alpha - 2/6/2026 3:47:19 PM
More News for BSHI
Stock Analysis for BSHI
Related Stocks:
Unum Group (UNM) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 3:44:23 PM
More News for UNM
Stock Analysis for UNM
Related Stocks:
Rockwell Automation continues to outperform the S&P 500, driven by strength in Intelligent Devices and Software & Control segments. Rockwell's Q1 2026 earnings reinforce its growth trajectory, and the stock is quite appealing after the earnings sell-off. My free cash flow yield model estimates fair value at $395 versus a current price near $406, indicating minimal overvaluation....
Seeking Alpha - 2/6/2026 3:43:14 PM
More News for ROK
Stock Analysis for ROK
Related Stocks:
Amazon's Anthropic stake is now valued at $60.6 billion, a seven-fold increase. Amazon has invested $8 billion in Anthropic so far....
Business Insider - 2/6/2026 3:42:24 PM
More News for AMZN
Stock Analysis for AMZN
Related Stocks:
The Justice Department is investigating whether Netflix has engaged in anticompetitive tactics as it probes the streaming giant's proposed acquisition of Warner Discovery's studios and streaming service, the Wall Street Journal reported on Friday....
Reuters - 2/6/2026 3:41:58 PM
More News for NFLX
Stock Analysis for NFLX
Related Stocks:
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
More News for AMZN
Stock Analysis for AMZN
Related Stocks:
CNO Financial posts a Q4 earnings beat as higher collected premiums across annuity, life and health products lift results despite rising costs....
Zacks Investment Research - 2/6/2026 3:40:19 PM
More News for CNO
Stock Analysis for CNO
Related Stocks:
Iren Limited is executing a strategic pivot from Bitcoin mining to contracted AI infrastructure, with AI Cloud revenue up 136% QoQ to $17 million. IREN secured $3.6 billion in GPU financing and $1.9 billion in customer prepayments, covering 95% of GPU capex and reducing future dilution risk. Despite a headline net loss, adjusted EBITDA remained positive at $75.3 million (41% margin), signaling resilient core operations during the transition....
Seeking Alpha - 2/6/2026 3:37:13 PM
More News for IREN
Stock Analysis for IREN
Related Stocks:
HUM heads into Q4 with declining medical membership and rising costs, clouding earnings despite expectations for solid revenue growth....
Zacks Investment Research - 2/6/2026 3:36:07 PM
More News for HUM
Stock Analysis for HUM
Related Stocks:
AIG is set to report Q4 2025 earnings on Feb. 10, with the consensus EPS of $1.89 and revenues of $7.1B, suggesting growth....
Zacks Investment Research - 2/6/2026 3:36:05 PM
More News for AIG
Stock Analysis for AIG
Related Stocks:
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
More News for SPHR
Stock Analysis for SPHR
Related Stocks:
