Coty press release ( COTY ): Q2 Non-GAAP EPS of $0.14 misses by $0.04 . Revenue of $1.68B (+0.6% Y/Y) beats by $20M . Given the complex beauty market backdrop and Coty's leadership transition, the Company is withdrawing its prior FY26 guidance for EBITDA and free cash flow, and is providing guidance solely for Q3. Coty expects LFL Q3 revenues to decline by a mid-single-digit percentage, primarily ...
Coty press release ( COTY ): Q2 Non-GAAP EPS of $0.14 misses by $0.04 . Revenue of $1.68B (+0.6% Y/Y) beats by $20M . Given the complex beauty market backdrop and Coty's leadership transition, the Company is withdrawing its prior FY26 guidance for EBITDA and free cash flow, and is providing guidance solely for Q3. Coty expects LFL Q3 revenues to decline by a mid-single-digit percentage, primarily due to weakening in Consumer Beauty sales trends. Shares -7% . More on Coty Coty: Challenged And Interesting At The Same Time Coty Inc. 2026 Q1 - Results - Earnings Call Presentation Coty Inc. 2026 Q1 - Results - Earnings Call Presentation Coty Q2 2026 Earnings Preview Trump bought bonds worth $51M since November
ST. JOHN'S, Newfoundland and Labrador, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Fortis Inc. ("Fortis" or the "Corporation") (TSX/NYSE: FTS) will release its 2025 financial results on Thursday, February 12, 2026. A teleconference and webcast will be held the same day at 8:30 a.m. (Eastern). David Hutchens, President and Chief Executive Officer and Jocelyn Perry, Executive Vice President and Chief Financia...
ST. JOHN'S, Newfoundland and Labrador, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Fortis Inc. ("Fortis" or the "Corporation") (TSX/NYSE: FTS) will release its 2025 financial results on Thursday, February 12, 2026. A teleconference and webcast will be held the same day at 8:30 a.m. (Eastern). David Hutchens, President and Chief Executive Officer and Jocelyn Perry, Executive Vice President and Chief Financial Officer will discuss the Corporation's 2025 annual financial results. Shareholders, analysts, members of the media and other interested parties are invited to listen to the teleconference via the live webcast on the Corporation's website, www.fortisinc.com/investors/events-and-presentations . Those members of the financial community in North America wishing to ask questions during the call are invited to participate toll free by calling 1.833.821.0229 while those outside of North America can participate by calling 1.647.846.2371. Please dial in 10 minutes prior to the start of the call. No access code is required. Alternatively, individuals may pre-register for the call by visiting www.fortisinc.com/investors/events-and-presentations . Upon registering, individuals will receive a calendar invite by email with dial in details and a unique access code enabling them to bypass the teleconference operator queue. Registration will remain open until the end of the teleconference. A live and archived audio webcast of the teleconference will be available on the Corporation's website, www.fortisinc.com . A replay of the teleconference will be available two hours after the conclusion of the call until March 12, 2026. Please call 1.855.669.9658 or 1.412.317.0088 and enter access code 2215707#. About Fortis Fortis is a diversified leader in the North American regulated electric and gas utility industry with 2024 revenue of $12 billion and total assets of $75 billion as at September 30, 2025. The Corporation's 9,600 employees serve utility customers in five Canadian provinces, ten U.S....
Nikola Stojadinovic | E+ | Getty Images Some Americans ages 50 and over are exiting retirement and returning to work, according to a new AARP survey . Most surveyed individuals who are " unretiring " say they're motivated to make money amid today's high living costs , the nonprofit organization, which represents people ages 50 and older, found. In the past six months, 7% of retirees have re-entere...
Nikola Stojadinovic | E+ | Getty Images Some Americans ages 50 and over are exiting retirement and returning to work, according to a new AARP survey . Most surveyed individuals who are " unretiring " say they're motivated to make money amid today's high living costs , the nonprofit organization, which represents people ages 50 and older, found. In the past six months, 7% of retirees have re-entered the labor force, up from 6% who said the same in summer 2025, according to AARP's survey results. The latest poll's results are based on responses from 2,083 adults aged 50 and up who were interviewed in November and December. That followed a summer survey of 2,362 adults ages 50 and over conducted in July and August. "This idea of retirement as a cliff, where we're all working towards this one day where we finally get to retire, is really not the reality for so many people in this country," said Carly Roszkowski, vice president of financial resilience programming at AARP. Read more CNBC personal finance coverage Some older Americans are 'unretiring' to keep up with cost of living: AARP survey Bitcoin sells off amid 'crypto winter.' What investors need to know It's Medicare Advantage open enrollment: What to know about switching plans Super Bowl ad featuring Trump accounts to air on Sunday — here's a first look Workers with student loan debt have less saved for retirement, Fidelity finds Millions may drop ACA coverage — and raise health insurance costs for everyone else Retirement savings 'lost and found' helps retirees track down old 401(k)s Bigger SALT cap may 'drive higher refunds,' tax expert says — who benefits What new Medicaid, SNAP work requirements mean for older workers Trump accounts could grow to $50,000 or more, president says. Advisors weigh in Housing affordability isn't just hurting buyers: More homeowners are falling behind Flying without a Real ID? You may owe $45 — or more — starting Feb. 1 What Trump Fed chair pick Kevin Warsh may mean for consumers Av...
Equity Residential press release ( EQR ): Q4 FFO of $1.03 in-line. Revenue of $781.91M (+2.0% Y/Y) misses by $5.36M . Provides 2026 Guidance Full Year 2026 Guidance The Company has provided guidance for its full year 2026 same store operating performance, EPS, FFO per share and Normalized FFO per share as listed below: Same Store (includes Residential and Non-Residential): Physical Occupancy 96.4%...
Equity Residential press release ( EQR ): Q4 FFO of $1.03 in-line. Revenue of $781.91M (+2.0% Y/Y) misses by $5.36M . Provides 2026 Guidance Full Year 2026 Guidance The Company has provided guidance for its full year 2026 same store operating performance, EPS, FFO per share and Normalized FFO per share as listed below: Same Store (includes Residential and Non-Residential): Physical Occupancy 96.4% Revenue change 1.2% to 3.2% Expense change 3.0% to 4.0% NOI change 0.5% to 2.5% EPS $1.44 to $1.56 Growth at midpoint vs. 2025 actual (49.0%) FFO per share $3.98 to $4.10 Growth at midpoint vs. 2025 actual 2.5% Normalized FFO per share $4.02 to $4.14 Growth at midpoint vs. 2025 actual 2.3% Click to enlarge More on Equity Residential Equity Residential: Markets Underestimate Its Geographic Advantages Equity Residential: Buy Before Market Wakes To This Value Stock Equity Residential: One Of America's Best Apartment REITs Is On Sale Equity Residential Q4 2025 Earnings Preview Justice Dept. reaches settlement with RealPage over information-sharing
baona/iStock via Getty Images This article updates my review of July 2025 in light of current holdings and recent performance. Strategy Fidelity Enhanced High Yield ETF ( FDHY ) is an actively managed high-yield bond ETF with monthly distributions launched on 6/12/2018. FDHY has a 30-day SEC yield of 6.08%, a trailing 12-month yield of 6.49% and a net expense ratio of 0.35%. As described by Fideli...
baona/iStock via Getty Images This article updates my review of July 2025 in light of current holdings and recent performance. Strategy Fidelity Enhanced High Yield ETF ( FDHY ) is an actively managed high-yield bond ETF with monthly distributions launched on 6/12/2018. FDHY has a 30-day SEC yield of 6.08%, a trailing 12-month yield of 6.49% and a net expense ratio of 0.35%. As described by Fidelity , FDHY primarily invests in debt securities rated BB or B by Standard & Poor's or equivalents. The fund may invest in securities issued by non-U.S. companies and by companies “ in troubled or uncertain financial condition. ” The fund selects and weights holdings using a multifactor approach including valuation, quality, momentum, and a proprietary risk management framework. The portfolio turnover rate was 79% in the most recent fiscal year and 51% in the previous year. Portfolio The fund has 76.6% of asset value in debt of U.S. issuers, 9.4% in Europe, 9.1% in Canada, 3.5% in Asia and less than 1% in Latin America. Almost 94% of assets is invested in corporate bonds, with the rest in cash and equivalents. Although it is mostly invested in high yield securities (“junk bonds”), FDHY holds some investment grade securities (3.2%). The fund has a focus on short-term maturities (61%) with a weighted average of 3.5 years. The interest rate risk is low, with an average duration of 2.62 years. The portfolio has 6% of assets in a money market fund, and 311 debt securities with low company-specific risks. The top 10 corporate issuers, listed in the next table, represent 14.3% of asset value and the largest one weights 2.4%. Issuer Weight%* TransDigm, Inc. 2.38 Directv Financing LLC 1.51 Resorts World Las Vegas LLC 1.43 Amerigas Partners, L.P. 1.37 Allison Transmission Inc. 1.31 Delek Logistics Partners LP 1.28 Iron Mountain Information Management Services Inc 1.28 Brookfield Residential Properties Inc. 1.27 Davita Inc 1.25 Click to enlarge * Issuer weights calculated by the author ...
Monolithic Power Systems ( MPWR ) announced that executive vice president and chief financial officer Bernie Blegen will retire following the filing of the company’s 2025 Form 10-K. Blegen will remain with the company after retirement to support a smooth leadership transition. Upon Blegen’s retirement, current corporate controller Rob Dean will assume the role of interim CFO. More on Monolithic Po...
Monolithic Power Systems ( MPWR ) announced that executive vice president and chief financial officer Bernie Blegen will retire following the filing of the company’s 2025 Form 10-K. Blegen will remain with the company after retirement to support a smooth leadership transition. Upon Blegen’s retirement, current corporate controller Rob Dean will assume the role of interim CFO. More on Monolithic Power Systems, Inc. Monolithic Power Systems: Premium Valuation Is Well-Deserved Monolithic Power Systems Is A Silent Killer (Rating Downgrade) Monolithic Power Systems in focus after reporting Q4 results, guidance; CFO transition Monolithic Power Systems, Inc. Non-GAAP EPS of $4.79 beats by $0.05, revenue of $751.2M beats by $9.51M Seeking Alpha’s Quant Rating on Monolithic Power Systems, Inc.
Good morning . Amazon sinks postmarket after huge spending forecast. The Winklevoss twins are retrenching amid the crypto rout. And floating paradise can be yours for $7,700 a night. Listen to the day’s top stories . S&P 500 6,798.4 -1.23% Bitcoin 63,877.76 -12.05% Rio Tinto 6,826 -2.56% Glencore 475.25 -7.03% Amazon said it plans to spend billions more than expected on data centers, chips and oth...
Good morning . Amazon sinks postmarket after huge spending forecast. The Winklevoss twins are retrenching amid the crypto rout. And floating paradise can be yours for $7,700 a night. Listen to the day’s top stories . S&P 500 6,798.4 -1.23% Bitcoin 63,877.76 -12.05% Rio Tinto 6,826 -2.56% Glencore 475.25 -7.03% Amazon said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns about the company’s massive bet on artificial intelligence . Shares slumped more than 10% in postmarket trading, extending a burst of heavy selling that pummeled software stocks and saw Bitcoin extend losses to briefly trade below $63,000. Divorce, Hedge-Fund Style: Inside the Breakup at Two Sigma Read the Story Sanae Takaichi is banking on her strong approval ratings, a more assertive stance on defense and promises of a sales tax cut and higher spending to add to her ruling coalition’s seats . But a new centrist challenger is injecting uncertainty into Japanese legislative elections scheduled for Sunday. Donald Trump said he invited the prime minister to the White House on March 19. Rio Tinto is walking away from talks to acquire Glencore after the two sides failed to agree on valuation, scuttling a potential mega merger that would have created the world’s largest mining company. UK-based Glencore was seeking a share-exchange ratio that would have given its own investors about 40% of the combined company , people familiar said. Both companies are looking like losers from the failure, Bloomberg Opinion’s Javier Blas writes. Indonesia’s rating outlook was lowered to negative by Moody’s, sparking concerns of potential bond outflows and further pressure on the rupiah . Analysts warn the currency may weaken to 17,000 per dollar. President Prabowo Subianto appointed former central bank board member Juda Agung as deputy finance minister . The lingering effects of a cyberattack contributed to a quarterly loss at Tata Motors Passenger Vehicle...
Other sectors and companies are proving resilient while tech sells off; stick with stocks toughing it out until the tech dust settles. The Nasdaq Composite Index is off 3%, as companies like Microsoft and Nvidia drag it down. The CBOE Volatility Index or VIX—the market’s “fear gauge”—has spiked, though it’s still low compared to last April’s “Liberation Day” panic.
Other sectors and companies are proving resilient while tech sells off; stick with stocks toughing it out until the tech dust settles. The Nasdaq Composite Index is off 3%, as companies like Microsoft and Nvidia drag it down. The CBOE Volatility Index or VIX—the market’s “fear gauge”—has spiked, though it’s still low compared to last April’s “Liberation Day” panic.
Amazon's latest quarterly results came largely in line with expectations, with AWS revenue growth surpassing forecasts at 24% versus an expected 21%. The company also projected a significant increase in capital expenditures for 2026, guiding to approximately $200 billion. Poonam Goyal has more on "Bloomberg The Close." (Source: Bloomberg)
Amazon's latest quarterly results came largely in line with expectations, with AWS revenue growth surpassing forecasts at 24% versus an expected 21%. The company also projected a significant increase in capital expenditures for 2026, guiding to approximately $200 billion. Poonam Goyal has more on "Bloomberg The Close." (Source: Bloomberg)
All across Wall Street, day by day, the headlong rush into the most popular trades, from tech stocks to gold to cryptocurrencies, has given way to a sudden retreat from risk. There’s been no single cause, like there was last April when President Donald Trump ’s trade war sent markets into a fearful tailspin. Instead, it’s been a slow drumbeat of news that is sowing anxiety about valuations that ma...
All across Wall Street, day by day, the headlong rush into the most popular trades, from tech stocks to gold to cryptocurrencies, has given way to a sudden retreat from risk. There’s been no single cause, like there was last April when President Donald Trump ’s trade war sent markets into a fearful tailspin. Instead, it’s been a slow drumbeat of news that is sowing anxiety about valuations that many suspected had already run up too far — and causing investors to pull back all at once. That was clear again on Thursday, when the S&P 500 slid 1.2%, its third straight daily decline, and the Nasdaq 100 extended its deepest slide since April. Software stocks extended their tumble after Anthropic, an artificial-intelligence company, rolled out a new model that’s designed to carry out financial research, underscoring the competitive threat from the new technology. Silver — which had tracked gold to record highs — cratered 17%. Bitcoin dropped 10%, erasing all of the gains seen since Trump’s election 15 months ago, as investors unwound money-losing trades financed with borrowed money. US Treasuries rallied, resuming their usual role as a haven of last resort . And after the closing bell, Amazon.com Inc. slid more than 8%, after saying said it plans to spend $200 billion this year on data centers, chips and other equipment, unnerving investors worried about whether its wager on AI will pay off. “People are definitely going more defensive,” said Brian Frank , president and portfolio manager at Frank Funds. “It’s more of like a shoot first and ask questions later type environment.” The recent activity marks a strong shift from the mood on Wall Street heading into the year, when strategists were predicting that stocks were poised for the longest winning streak in nearly two decades. The forecasts rested on expectations that the AI boom would continue, the surprisingly resilient economy would keep bolstering corporate profits and that the Federal Reserve would dial down interest ...
All across Wall Street, day by day, the headlong rush into the most popular trades, from tech stocks to gold to cryptocurrencies, has given way to a sudden retreat from risk. There’s been no single cause, like there was last April when President Donald Trump’s trade war sent markets into a fearful tailspin. Instead, it’s been a slow drumbeat of news that is sowing anxiety about valuations that man...
All across Wall Street, day by day, the headlong rush into the most popular trades, from tech stocks to gold to cryptocurrencies, has given way to a sudden retreat from risk. There’s been no single cause, like there was last April when President Donald Trump’s trade war sent markets into a fearful tailspin. Instead, it’s been a slow drumbeat of news that is sowing anxiety about valuations that many suspected had already run up too far — and causing investors to pull back all at once. Most Read from Bloomberg That was clear again on Thursday, when the S&P 500 slid 1.2%, its third straight daily decline, and the Nasdaq 100 extended its deepest slide since April. Software stocks extended their tumble after Anthropic, an artificial-intelligence company, rolled out a new model that’s designed to carry out financial research, underscoring the competitive threat from the new technology. Silver — which had tracked gold to record highs — cratered 17%. Bitcoin dropped 10%, erasing all of the gains seen since Trump’s election 15 months ago, as investors unwound money-losing trades financed with borrowed money. US Treasuries rallied, resuming their usual role as a haven of last resort. And after the closing bell, Amazon.com Inc. plunged more than 8% when it said it plans to invest $200 billion this year, far more than the amount forecast by analysts who’ve grown increasingly concerned that tech companies are overspending on AI. “People are definitely going more defensive,” said Brian Frank, president and portfolio manager at Frank Funds. “It’s more of like a shoot first and ask questions later type environment.” The recent activity marks a strong shift from the mood on Wall Street heading into the year, when strategists were predicting that stocks were poised for the longest winning streak in nearly two decades. The forecasts rested on expectations that the AI boom would continue, the surprisingly resilient economy would keep bolstering corporate profits and that the Federal Re...
Roblox press release ( RBLX ): Q4 GAAP EPS of -$0.45 beats by $0.01 . Bookings of $2.22B (+63.2% Y/Y) beats by $130M . Shares +17% . More on Roblox Roblox: Why I'm Sticking To 'Sell' Despite A Killer 2025 Roblox: Growth Story The Market Forgot Why I Am Bullish On Gaming, But Bearish On Roblox Roblox Q4 earnings in focus amid child-safety scrutiny and AI cost concerns Earnings week ahead: AMZN, GOO...
Roblox press release ( RBLX ): Q4 GAAP EPS of -$0.45 beats by $0.01 . Bookings of $2.22B (+63.2% Y/Y) beats by $130M . Shares +17% . More on Roblox Roblox: Why I'm Sticking To 'Sell' Despite A Killer 2025 Roblox: Growth Story The Market Forgot Why I Am Bullish On Gaming, But Bearish On Roblox Roblox Q4 earnings in focus amid child-safety scrutiny and AI cost concerns Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more
Molina Healthcare Inc. plunged 33% after the health insurer forecast 2026 profit that was less than half of Wall Street’s expectations and said it would stop offering Medicare Advantage Part D plans for 2027. The share decline would be the biggest drop since July 2005 if the move holds, according to data compiled by Bloomberg. Molina sees adjusted earnings of at least $5 per share for the year, we...
Molina Healthcare Inc. plunged 33% after the health insurer forecast 2026 profit that was less than half of Wall Street’s expectations and said it would stop offering Medicare Advantage Part D plans for 2027. The share decline would be the biggest drop since July 2005 if the move holds, according to data compiled by Bloomberg. Molina sees adjusted earnings of at least $5 per share for the year, well below the average Wall Street estimate of $13.71 per share. The company forecast revenue of $44.5 billion, missing the average estimate of $46.6 billion from analysts. The insurer struggled with forecasting last year, lowering estimates several times as the cost of care increased, especially for patients with Obamacare plans. Rising medical costs have made it more difficult for insurers across the industry to price plans at affordable levels that still generate the profits investors have come to expect. Pressure from Washington is exacerbating the challenges across all of its businesses. The federal government is cutting funding for Medicaid and making it harder to enroll in the program for low-income Americans; declining to renew subsidies that made the Obamacare plans used by millions of people more affordable; and lowering payment rates for Medicare Advantage. Molina mostly sells Medicaid plans, though it also generates revenue from the other programs. Read More: Elevance 2026 Outlook Falls Short as Government Support Ebbs
Despite President Donald Trump‘s approval of Nvidia Corp.‘s (NASDAQ:NVDA) export of H200 chips to China, the sales are reportedly still pending final clearance from the U.S. government. State Dept Review Delays China Chip Sales The U.S. government is now reviewing the licenses to ensure that appropriate conditions are attached. The Commerce Department has completed its analysis, but the State Depa...
Despite President Donald Trump‘s approval of Nvidia Corp.‘s (NASDAQ:NVDA) export of H200 chips to China, the sales are reportedly still pending final clearance from the U.S. government. State Dept Review Delays China Chip Sales The U.S. government is now reviewing the licenses to ensure that appropriate conditions are attached. The Commerce Department has completed its analysis, but the State Department is reportedly pushing for tougher restrictions, as per a report by the Financial Times on Wednesday. The State Department is currently conducting a national security review before granting licenses to Chinese customers. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited Investors Can Still Get In at $0.50/Share. Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su also confirmed during the company’s earnings call on Tuesday that her company is awaiting U.S. licenses to ship its MI325X chip under the same December deal. Chris McGuire, senior fellow for China and emerging technologies at the Council on Foreign Relations, told the publication that the State Department concerns highlight “real and significant” national security risks that should not be ignored. Chinese customers, meanwhile, are holding off on H200 chip orders from Nvidia as they await clarity on licensing approvals and any conditions that may apply. Alibaba Steps Up As Nvidia Waits In December, Nvidia’s CEO, Jensen Huang, secured a deal with Trump that raised hopes of Nvidia’s return to the Chinese market, which Huang believes could be worth $50 billion annually. However, the formal approval from the Trump administration came in January. See Also: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. The delay in the final approval of Nvidia’s H200 AI chip...
Erik Isakson Digital Realty ( DLR ) stock gained 2.0% in Thursday after-hours trading after the company issued 2026 guidance higher than the average analyst estimate and delivered better-than-expected Q4 earnings and revenue, topping off a strong year. The data center REIT expects constant-currency core FFO per share of $7.90-$8.00 (midpoint $7.95), compared with the average analyst estimate of $7...
Erik Isakson Digital Realty ( DLR ) stock gained 2.0% in Thursday after-hours trading after the company issued 2026 guidance higher than the average analyst estimate and delivered better-than-expected Q4 earnings and revenue, topping off a strong year. The data center REIT expects constant-currency core FFO per share of $7.90-$8.00 (midpoint $7.95), compared with the average analyst estimate of $7.86. Total revenue is expected to be $6.600B-$6.700B (midpoint $6.800B) vs. the $6.72B consensus. "Digital Realty delivered strong financial results in 2025, with robust top‑line growth, record leasing across our 0‑1 megawatt plus interconnection offering, and a substantial backlog that provides clear revenue visibility into 2026 and beyond," said President and CEO Andy Power. Q4 core FFO per share of $1.86, topping the $1.82 consensus, fell from $1.89 in Q3 and rose from $1.73 in Q4 2024. Q4 total operating revenue of $1.63B, beating the $1.58B consensus, increased from $1.58B in the previous quarter and $1.44B in the year-ago period. Total operating expenses of $1.52B climbed from $1.44B in Q3 and $1.29B in Q4 2024. Adjusted EBITDA fell to $856.8M from $867.8M in the prior quarter and increased from $751.3M a year ago. During the quarter, Digital Realty ( DLR ) signed total bookings that are expected to generate $400M of annualized GAAP rental revenue at 100% share, including a $96M contribution from its 0-1 MW plus interconnection category The REIT signed renewal leases representing $269M of annualized cash rental revenue vs. $192M in Q3. Rental rates of renewal leases signed during Q4 increased 6.1% on a cash basis and 12.0% on a GAAP basis. Conference call at 5:00 PM ET. More on Digital Realty Trust Digital Realty: The Company Is Safer Than Its Credit Rating Suggests Ditch Digital Realty For Equinix Digital Realty Trust FFO of $1.81 misses by $0.01, revenue of $1.63B beats by $50M Digital Realty Trust enters Malaysia through CSF Advisers acquisition Seeking Alpha’s Qua...
Strategy stock (MSTR) tumbled 17% on Thursday before taking another 1% hit after-hours following the release of its fourth quarter earnings. The software company led by Michael Saylor pioneered the model for companies to hoard bitcoin in corporate treasuries. These days, it’s seen as an investment proxy for bitcoin, with that side of the business becoming its organizing principle. The gambit seeme...
Strategy stock (MSTR) tumbled 17% on Thursday before taking another 1% hit after-hours following the release of its fourth quarter earnings. The software company led by Michael Saylor pioneered the model for companies to hoard bitcoin in corporate treasuries. These days, it’s seen as an investment proxy for bitcoin, with that side of the business becoming its organizing principle. The gambit seemed to work last year when bitcoin advanced higher and higher on hopes of easier regulation. But as the sell-off in bitcoin intensified on Thursday, it highlighted the risks in Strategy's long-term holding strategy that could make it harder for the company to raise capital. Strategy currently holds 713,502 bitcoins with an average purchase price of $76,052. On Thursday, bitcoin's spot price fell to around $63,000, bringing the company's unrealized losses to about $8.9 billion. "HODL," Saylor tweeted on Thursday, referring to a tongue-in-cheek term in the crypto community that has evolved to mean "hold on for dear life." For the fourth quarter, Strategy reported an operating loss of $17.4 billion, compared to an operating loss of $1 billion in Q4 2024. It also reported a net loss of $12.4 billion, or $42.93 per share, well below the $5.5 billion loss to $6.3 billion profit range the company indicated in December, when it slashed its forecast from a net profit of $24 billion. The Street was expecting a loss of $20.99 per share. In the software operations, revenue increased 1.9% year over year to $123 million, driven by strong growth in product licenses and subscription services. In December, Strategy also created a US dollar reserve worth $2.25 billion, which the company said provides more than two and a half years of funds to cover its dividend. Remarking on the reserve, CFO Andrew Kang said that "Strategy’s capital structure is stronger and more resilient today than ever before.” Listen to Strategy's earnings call live on the stock quote page.
The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quar...
The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index and the fifth consecutive quarter of double-digit growth. S&P 500 earnings growth estimates. (Chart: FactSet) Heading into the reporting period, analysts were expecting an 8.3% jump in earnings per share, down from the third quarter's 13.6% earnings growth rate. Wall Street has raised its earnings expectations in recent months, especially for tech companies, which have driven earnings growth in recent quarters. Massive Big Tech capital expenditures set the tone for the AI trade. Plus, the themes that drove the markets in 2025 — artificial intelligence, the Trump administration's tariff and economic policies, and a K-shaped consumer economy — continue to provide plenty for investors to parse. This week, investors heard updates from companies including Disney (DIS), Chipotle (CMG), PepsiCo (PEP), Uber (UBER), and Snap (SNAP). LIVE 133 updates Story continues For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance
Cousins Properties press release ( CUZ ): Q4 FFO of $0.71 in-line. Revenue of $255.03M (+13.2% Y/Y) beats by $3.54M . For year ending December 31, 2026: • Net income between $0.23 and $0.33 per share. • FFO between $2.87 and $2.97 per share. More on Cousins Properties Cousins Properties: Solid Yield, Massive Upside Potential, But Sectoral Headwinds Keep Me Cautious (Rating Downgrade) Cousins Prope...
Cousins Properties press release ( CUZ ): Q4 FFO of $0.71 in-line. Revenue of $255.03M (+13.2% Y/Y) beats by $3.54M . For year ending December 31, 2026: • Net income between $0.23 and $0.33 per share. • FFO between $2.87 and $2.97 per share. More on Cousins Properties Cousins Properties: Solid Yield, Massive Upside Potential, But Sectoral Headwinds Keep Me Cautious (Rating Downgrade) Cousins Properties: Likely Going A Floor Lower -- Hold Seeking Alpha’s Quant Rating on Cousins Properties Historical earnings data for Cousins Properties Dividend scorecard for Cousins Properties
8vFanI/iStock via Getty Images Impinj ( PI ) shares crashed nearly 25% in extended trading on Thursday after the radio frequency identification maker reported weaker-than-expected results and guidance. For the period ending Dec. 31, the Seattle-based company said it earned an adjusted $0.50 per share, below the estimate of $0.51 per share. Revenue rose 1.4% year-over-year to $92.85M, above the $92...
8vFanI/iStock via Getty Images Impinj ( PI ) shares crashed nearly 25% in extended trading on Thursday after the radio frequency identification maker reported weaker-than-expected results and guidance. For the period ending Dec. 31, the Seattle-based company said it earned an adjusted $0.50 per share, below the estimate of $0.51 per share. Revenue rose 1.4% year-over-year to $92.85M, above the $92.32M estimate. “2025 was a transition year for Impinj. We grew year-over-year endpoint IC volumes, made M800 our volume runner, launched Gen2X and exited the year with record adjusted EBITDA and cash,” said Chris Diorio, Impinj co-founder and CEO, in a statement . “As we continue driving our bold vision, I remain confident in our market position and energized by the opportunities ahead.” Looking to the first-quarter, the company expects to earn between $0.08 and $0.13 per share on an adjusted basis, well below the forecast of $0.39 per share. Sales are forecast to be between $71M and $74M, well below the $90.47M estimate. The company will host a conference call at 5 p.m. EST to discuss the results. More on Impinj Impinj, Inc. (PI) Presents at UBS Global Technology and AI Conference 2025 Transcript Impinj Non-GAAP EPS of $0.50 misses by $0.01, revenue of $92.8M in-line Impinj Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Impinj Historical earnings data for Impinj
Europe’s political and business elite arrived at the World Economic Forum in Davos this year with nerves already frayed after a bruising first year of US President Donald Trump’s second term. That period was defined by the imposition of a protectionist tariff strategy to gain economic and geopolitical leverage, an often combative approach to the war in Ukraine and renewed doubts over Nato security...
Europe’s political and business elite arrived at the World Economic Forum in Davos this year with nerves already frayed after a bruising first year of US President Donald Trump’s second term. That period was defined by the imposition of a protectionist tariff strategy to gain economic and geopolitical leverage, an often combative approach to the war in Ukraine and renewed doubts over Nato security guarantees. In the run-up to Davos, the White House threatened eight European countries – including the UK, Germany and Denmark – with tariffs of 10 to 25 per cent unless they supported the administration’s ambitions to control Greenland. The move turned a grinding war, a long-running trade dispute and a revived Arctic land grab into a single, combustible test of transatlantic economic and security solidarity. At the outset, US Secretary of Commerce Howard Lutnick outlined the Trump administration’s position and the reason for attending Davos . He claimed that years of globalisation had failed, leaving American workers behind. Lutnick challenged Europe’s net zero ambitions , arguing that they would increase dependence on China. He also said that any economic dependence should be limited to close allies. That message, however, sat uneasily alongside the administration’s increasingly combative treatment of strategic partners and allies. Advertisement It is apparent that Trump is not merely challenging elements of the post-Cold War order – he is actively reshaping it. His transactional approach is contingent on political alignment and loyalty rather than on embedded rules. The effect is a dramatic shift from a system anchored in institutions to one organised around leverage, personal authority and bilateral deals, one with which many nations are struggling to come to terms. However, the event that defined the World Economic Forum was Canadian Prime Minister Mark Carney’s address. He delivered what could be the most consequential address by a Western leader in years, outlining...