Microsoft shares slid more than 6% after hours despite a strong earnings beat as investors questioned the near-term return on the company's surging AI-driven capital spending.
AI infrastructure stocks like Arista and CoreWeave are surging. Backed by a $2.1B Nvidia investment, CoreWeave has spiked 40% this month, while Arista rides the 800G networking wave for hyperscalers like Meta.
While Cognizant Technology has underperformed relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
The Indian Rupee gains ground amid speculation of the RBI intervention, aiming to curb losses as the pair touched a fresh all-time high of 92.19 on January 28.
Although Walt Disney has underperformed relative to the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook about the stock’s prospects.
Though Boston Scientific has lagged behind the broader market over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.
META stock appears attractive as a long-term holding also because the titan issued solid guidance for its current quarter. In Q1, it sees sales coming in at $55 billion, well above the Street at $51.41 billion.
While Keurig Dr Pepper has lagged behind the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
Columbia Banking System’s fourth quarter saw a positive market response, as results outpaced Wall Street’s expectations. Management attributed this performance primarily to the successful integration of the Pacific Premier acquisition, which expanded the bank’s presence in key Western markets and contributed significantly to earnings. CEO Clint Stein highlighted that operational enhancements and a disciplined focus on profitability, including balance sheet optimization and ongoing cost savings, played key roles in the quarter’s improved profitability. Additionally, enhanced net interest margin was achieved through effective funding strategies and asset repricing, while noninterest income benefited from new customer fee streams and expanded business lines.
S&T Bancorp’s fourth quarter results garnered a positive market response, with management attributing performance to commercial lending strength, disciplined deposit growth, and improved net interest margins. CEO Chris McComish highlighted the company’s ability to expand the net interest margin to 3.99%, the highest since 2023, and pointed to robust commercial and industrial (C&I) and commercial real estate (CRE) loan activity. The quarter also saw continued success in reducing criticized and classified loans, reflecting a focus on asset quality, while a new $100 million share repurchase program was announced, enabled by strong capital levels.
Texas Capital Bank’s fourth quarter was marked by solid performance, with management crediting the company’s ongoing transformation and focus on high-value client segments for its financial results. CEO Rob Holmes pointed to the firm’s “record adjusted total revenue” and emphasized that profitability improvements were driven by disciplined execution, operational efficiency, and an expanded fee income base. The quarter’s results reflected continued growth in commercial loans and interest-bearing deposits, as well as a notable increase in fee-based businesses such as treasury products and investment banking.
Old Republic International’s fourth quarter was marked by strong revenue growth but fell short of Wall Street’s profitability expectations, leading to a significant negative market reaction. Management attributed the underperformance to higher loss ratios in commercial auto as well as increased expense ratios from ongoing investments in technology and new specialty operations. CEO Craig Smiddy described the company’s response as “immediate and conservative,” highlighting swift adjustments to loss reserves and a focus on pricing discipline as claim trends deteriorated late in the quarter. The company also noted favorable prior-year reserve development, but this was offset by an unexpected credit loss on a large deductible program within workers’ compensation.
Eastern Bank’s fourth quarter results were met with a negative market reaction, despite the company beating Wall Street’s revenue and non-GAAP profit expectations. Management attributed the quarter’s performance to the successful integration of the HarborOne merger, robust organic loan growth—particularly within the commercial lending segment—and record-high wealth management assets. CEO Denis Sheahan emphasized the impact of recent talent investments and noted, “Our lending teams, both new hires and long-tenured relationship managers, remain energized.”
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 22.1% year on year to $5.34 billion. On top of that, next quarter’s revenue guidance ($5.7 billion at the midpoint) was surprisingly good and 6.2% above what analysts were expecting. Its non-GAAP profit of $1.27 per share was 8.7% above analysts’ consensus estimates.
