Sierra Bancorp press release ( BSRR ): Q4 GAAP EPS of $0.97. Revenue of $39.46M. More on Sierra Bancorp Seeking Alpha’s Quant Rating on Sierra Bancorp Historical earnings data for Sierra Bancorp Dividend scorecard for Sierra Bancorp Financial information for Sierra Bancorp

Will the Rally in AMD Stock Continue as Q4 Results Approach? Zacks Investment Research

Palantir’s stock surges as AI demand drives another record quarter MarketWatch

Palantir beats Q4 earnings and sales expectations, stock surges Sherwood News

NXP Semiconductors press release ( NXPI ): Q4 Non-GAAP EPS of $3.35 beats by $0.04 . Revenue of $3.34B (+7.4% Y/Y) beats by $30M . Q1 revenue consensus of $3.09B, EPS consensus of $2.95 Guidance for the First Quarter 2026: ($ millions, except Per Share data) GAAP Reconciliation non-GAAP Low Mid High Low Mid High Total Revenue $3,050 $3,150 $3,250 $3,050 $3,150 $3,250 Q-Q -9% -6% -3% -9% -6% -3% Y-Y 8% 11% 15% 8% 11% 15% Gross Profit $1,685 $1,758 $1,831 $(38) $1,723 $1,796 $1,869 Gross Margin 55.2% 55.8% 56.3% 56.5% 57.0% 57.5% Operating Income (loss) $1,395 $1,458 $1,521 $429 $966 $1,029 $1,092 Operating Margin 45.7% 46.3% 46.8% 31.7% 32.7% 33.6% Financial Income (expense) $(101) $(101) $(101) $(9) $(92) $(92) $(92) Tax rate 19.5%-20.5% 17.5%-18.5% Equity-accounted investees $(5) $(5) $(5) $(2) $(3) $(3) $(3) Non-controlling interests $(11) $(11) $(11) $(11) $(11) $(11) Shares - diluted 254.1 254.1 254.1 254.1 254.1 254.1 Earnings Per Share - diluted $4.01 $4.21 $4.41 $2.77 $2.97 $3.17 Click to enlarge More on NXP Semiconductors NXP Semiconductors: As Self-Driving Advances, Can Auto IoT Keep Driving Growth? NXP Semiconductors N.V. (NXPI) Presents at CES 2026 Prepared Remarks Transcript NXP Semiconductors: Cycle Noise Fading, Earnings Story Takes The Wheel In FY26 NXP Semiconductors Q4 2025 Earnings Preview Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more

Palantir Technologies Q4 Adjusted Earnings, Revenue Rise; Q1 Guidance Set marketscreener.com

Source: Bloomberg, 15:33

As Broadcom Stock Drops, Should You Consider Buying AVGO During the Decline? Bitget

MGIC Investment press release ( MTG ): Q4 Non-GAAP EPS of $0.75 beats by $0.01 . Revenue of $298.65M (-0.9% Y/Y) misses by $9.6M . Shares -1.94% . More on MGIC Investment MGIC: Buy The Tortoise Instead Of The Hare MGIC Investment Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on MGIC Investment Historical earnings data for MGIC Investment Dividend scorecard for MGIC Investment

恩智浦四季度营收33.4亿美元，分析师预期33亿美元。 预计一季度营收30.5亿-32.5亿美元，分析师预期30.9亿美元。

Oracle (ORCL) states alleged trouble with $100 billion NVIDIA (NVDA) & OpenAI deal won't affect it Shacknews

Polaris ( PII ) on Monday said it has completed the separation of Indian Motorcycle into a standalone business and the sale of a majority stake in the unit to private equity firm Carolwood LP. The transaction allows Polaris to sharpen its strategic and operating focus on its core growth businesses, the company said. PII +0.05% after hours to $64.35. Source: Press Release More on Polaris Polaris Inc. 2025 Q4 - Results - Earnings Call Presentation Polaris Inc. (PII) Q4 2025 Earnings Call Transcript Polaris - Issues Remain, The Upside Is Already Included Polaris outlines 1%–3% sales growth target for 2026 as Indian Motorcycle separation nears completion Polaris falls after tariffs pressure margin rates

文章提及标的 纳斯达克 -- 纳斯达克 -- 小鹏 -- 比亚迪 -- 小马智行 -- 文远知行 -- 纳斯达克（NDAQ）中国金龙指数收跌0.65%，热门中概股多数下跌。热门中概股里，小鹏（HK9868）初步收跌8.2%，比亚迪（002594）跌6.7%，小马智行（PONY）跌4.2%，文远知行（WRD）跌4.1%，阿里（BABA）跌0.6%，拼多多（PDD）涨2.3%，百胜中国（YUMC）涨2.4%，新东方（EDU）涨2.8%。

格隆汇2月3日｜AMD(AMD.O)美股盘后涨近1%。

EINDHOVEN, The Netherlands, Feb. 02, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the fourth quarter, which ended December 31, 2025. “NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI. Through strategic acquisitions we strengthened our portfolio to drive leadership in intelligent systems at the edge for automotive, industrial and IoT. These actions, combined with an improving demand environment, position NXP for profitable revenue growth. We remain committed to disciplined investment, margin expansion, and portfolio optimization to drive sustainable, long‑term value for our shareholders,” said Rafael Sotomayor, NXP President and Chief Executive Officer.

DALLAS, Feb. 02, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported fourth quarter and full year 2025 results: The Company’s revenues in the fourth quarter 2025 were $87.9 million, compared to $80.1 million in the fourth quarter 2024, an increase of $7.9 million, or 9.8%. The increase in revenues in the fourth quarter 2025, compared to the fourth quarter 2024, resulted primarily from increased sales volumes, principally due to increased demand from the Company’s construction and steel customers, partially offset by decreased demand from the Company’s oil and gas services and roof shingle customers. For the full year 2025, the Company’s revenues were $372.7 million, compared to $317.7 million in the full year 2024, an increase of $55.0 million, or 17.3%. The increase in revenues in the full year 2025, compared to the full year 2024, resulted from increases in sales volumes and average selling prices of the Company’s lime and limestone products. The increase in sales volumes for the full year 2025 was principally due to increased demand from the Company’s construction, environmental, and steel customers, partially offset by decreased demand from the Company’s oil and gas services customers. The Company’s gross profit was $42.2 million in the fourth quarter 2025, compared to $35.4 million in the fourth quarter 2024, an increase of $6.7 million, or 19.0%. The Company’s gross profit in the full year 2025 was $182.4 million, compared to $144.0 million in the full year 2024, an increase of $38.4 million, or 26.7%. The increases in gross profit in the fourth quarter and the full year 2025, compared to the comparable 2024 periods, resulted primarily from the increases in revenues discussed above. Selling, general and administrative (“SG&A”) expenses were $6.2 million in the fourth quarter 2025, compared to $4.4 million in the fourth quarter 2024, an increase of $1.8 million, or 41.6%. SG&A expenses were $24.5 million in the full year 2...

Cameco Corporation (CCJ) is one of the world's largest uranium producers, a significant supplier of conversion services and one of two CANDU fuel manufacturers in Canada. Cameco stock has soared 110% in the past 12 months, as part of a massive surge over the last five years, which helped it surpass its previous 2007 peaks. Its recent run saw CCJ outpace AI giant Nvidia and nuclear energy powerhouse Constellation Energy. CCJ’s recent upward earnings revisions land it a Zacks Rank #1 (Strong Buy) right now. Cameco is projected to grow its adjusted earnings by 100% in FY25 and 55% in 2026. Its revenue expansion outlook shows it’s on track to return to its 2007 highs in the near future. Bolstering its nuclear energy bull case further is Cameco’s 49% ownership of Westinghouse Electric—it closed the deal in late 2023 alongside Brookfield Renewable Partners (BEP), which owns the other 51%. Cameco is one of the best pure-play nuclear-heavy AI energy stocks to buy. Modine Manufacturing (MOD) operates primarily in a single industry consisting of the manufacture and sale of heat transfer equipment. Modine could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates. Analysts have been steadily raising their estimates for Modine. Modine Manufacturing Company is slated to release third quarter fiscal 2026 results on Feb. 4, after market close. Modine’s Climate Solutions segment is boosting its top-line growth, driven by the contributions from AbsolutAire, L.B. White and Climate by Design International acquisitions completed in 2025. As the company integrates these businesses, it is applying 80/20 operational principles to enhance margins, optimize capacity utilization and create new commercial cross-selling opportunities. Incorporating these well-regarded brands into Modine’s portfolio expands its product range and strengthens the scale of the HVAC Technologies business. For ...

(RTTNews) - Rambus Inc. (RMBS) announced earnings for fourth quarter of $63.84 million The company's earnings totaled $63.84 million, or $0.58 per share. This compares with $62.20 million, or $0.58 per share, last year. Excluding items, Rambus Inc. reported adjusted earnings of $74.69 million or $0.68 per share for the period. The company's revenue for the period rose 18.1% to $190.24 million from $161.10 million last year. Rambus Inc. earnings at a glance (GAAP) : -Earnings: $63.84 Mln. vs. $62.20 Mln. last year. -EPS: $0.58 vs. $0.58 last year. -Revenue: $190.24 Mln vs. $161.10 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Simon Property press release ( SPG ): Q4 FFO of $3.27 misses by $0.22 . Revenue of $1.79B (+13.3% Y/Y) beats by $280M . Shares -0.01% . 2026 Guidance The Company currently estimates net income to be within a range of $6.87 to $7.12 per diluted share and Real Estate FFO to be within a range of $13.00 to $13.25 per diluted share for the year ending December 31, 2026. The following table provides the GAAP to non-GAAP reconciliation for the expected range of estimated net income attributable to common stockholders per diluted share to estimated Real Estate FFO per diluted share: Low High End End Estimated net income attributable to common stockholders per diluted share $6.87 $7.12 Depreciation and amortization including Simon's share of unconsolidated entities 6.13 6.13 Estimated Real Estate FFO per diluted share $13.00 $13.25 Click to enlarge More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property Q4 earnings preview: What to expect Insider trades: Block, Broadcom, Micron among notable names this week

Palantir CEO defends surveillance tech as US government contracts boost sales marketscreener.com

有聯邦儲備局官員認為美國通脹仍然高企，預計今年不會減息。 亞特蘭大聯邦儲備銀行行長博斯蒂克在最新的講話中表示，由於關稅的影響，通脹問題仍未緩解。估計上半年經濟維持強勁增長，但通脹仍將居高不下令人擔憂。 他表示，即使不考慮減稅政策和放寬監管，美國經濟仍顯現強勁韌性。目前，沒有人預測勞動市場會惡化。並預期聯儲局今年不會減息，再減息一至兩次，利率就能恢復到中性水平。 博斯蒂克將於本月28日退休。

格隆汇2月3日｜消息人士称，OpenAI不满英伟达(NVDA.O)硬件为ChatGPT用户处理复杂问题时的响应速度。OpenAI已确定在某些情况下需替代英伟达最新AI芯片，其在去年开始寻求替代方案。