Amazon Stock Slides After Mixed Q4 Results, Big AI Spending Plan Investor's Business Daily

Fortinet press release ( FTNT ): Q4 Non-GAAP EPS of $0.81 beats by $0.07 . Revenue of $1.91B (+15.1% Y/Y) beats by $50M . Q1 revenue consensus of $1.72B, EPS consensus of $0.65. FY26 revenue consensus of $7.51B, EPS of $2.94 For the first quarter of 2026, Fortinet currently expects: Revenue in the range of $1.700 billion to $1.760 billion Billings in the range of $1.770 billion to $1.870 billion Non-GAAP gross margin in the range of 80.0% to 81.0% Non-GAAP operating margin in the range of 30.0% to 32.0% Diluted non-GAAP net income per share in the range of $0.59 to $0.63, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 746 million to 750 million. For the fiscal year 2026, Fortinet currently expects: Revenue in the range of $7.500 billion to $7.700 billion Service revenue in the range of $5.050 billion to $5.150 billion Billings in the range of $8.400 billion to $8.600 billion Non-GAAP gross margin in the range of 79.0% to 81.0% Non-GAAP operating margin in the range of 33.0% to 36.0% Diluted non-GAAP net income per share in the range of $2.94 to $3.00, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 747 million to 753 million. Shares +9% . More on Fortinet Fortinet: Strong Margins, A Temporary Service Slowdown, And Underappreciated AI Fortinet: The Market Is Missing Its Service Transformation CrowdStrike Vs Fortinet: I Think You Are Missing The Best Deal In Cyber Fortinet Q4 2025 Earnings Preview Fortinet Q4 2025 earnings preview: Analysts positive on earnings prospect

Qualcomm Is Back at 2020 Levels—Warning or Opportunity? MarketBeat

Blackstone Inc. -backed Liftoff Mobile Inc. postponed its initial public offering, according to people familiar with the matter, after tech stocks spiraled on concerns over the impact of artificial intelligence on operating companies. The company sought to raise as much as $762 million from the share sale and was slated to price after the market close on Thursday. Details may change and the offering could be rescheduled at a later date, the people said, asking not to be identified as the information isn’t public. A Blackstone representative declined to comment, while Liftoff didn’t immediately respond to a request for comment. The deal’s shelving comes after peers including AppLovin Corp., which similarly operates in the mobile app marketing space, and Unity Software Inc. in recent weeks after software stocks were pummeled on worries over business risks they face from better AI tools. AppLovin shares have fallen 44% in the year to date while Unity shares are down 47%. Liftoff uses an internally developed neural network-powered AI prediction model called Cortex to generate its core advertising revenue. Its platform reached roughly 1.4 billion daily active users worldwide in the fourth quarter, and is used by over 1,000 marketers. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . The offering was being led by Goldman Sachs Group Inc., Jefferies Financial Group Inc. and Morgan Stanley.

In this article RDDT Follow your favorite stocks CREATE FREE ACCOUNT Sopa Images | Lightrocket | Getty Images Reddit shares rose 6% in after-hours trading on Thursday after the company reported fourth-quarter earnings that beat on the top and bottom lines and gave strong guidance for the start of 2026. Here's how the company did compared with LSEG estimates: Earnings per share: $1.24 vs. 94 cents expected Revenue: $726 million vs. $665 million expected The company said it expects first quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. Adjusted earnings in the first quarter are projected to come in between $210 million and $220 million, ahead of StreetAccount's estimates of $203 million. Reddit also announced a $1 billion share repurchase program. The company's fourth-quarter revenue rose 70% year-over-year, while net income was $252 million, up nearly 255% compared to a year ago. Reddit's sales in the U.S. market came in at $583 million in the fourth quarter, topping analyst estimates of $529 million. The company's global daily active uniques, or DAUq, grew 19% year-over-year to 121.4 million in the fourth quarter, ahead of the 120 million that Wall Street was expecting. Fourth-quarter U.S. DAUq grew 9% year-over-year to 52.5 million, slightly ahead of the 52.3 million that analysts were projecting. The company said that logged-in DAUq for the U.S., which refers to users who have registered for Reddit accounts, rose 5% year-over-year to 23 million. That was slower than the 7% year-over-year growth Reddit said it recorded during the third quarter when its logged-in DAUq for the U.S. came in at 23.1 million. This is the sixth straight quarter in which Reddit's U.S. logged-in user growth has slowed. Investors have been monitoring Reddit's logged-in DAUq metric because users who have created accounts are more lucrative to the company's online advertising business. These Reddit account holde...

Adaptive Biotechnologies press release ( ADPT ): Q4 GAAP EPS of -$0.09 beats by $0.09 . Revenue of $71.7M (+51.1% Y/Y) beats by $10.8M . Shares +5.74% . 2026 Financial Guidance Adaptive Biotechnologies expects full year revenue for the MRD business to be between $255 million and $265 million. No revenue guidance is provided for the Immune Medicine business. We expect full year total company operating expenses, including cost of revenue, to be between $350 million and $360 million. Management will provide further details on the outlook during the conference call. More on Adaptive Biotechnologies Adaptive Biotechnologies Corporation (ADPT) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Adaptive Biotechnologies Corporation (ADPT) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Adaptive Biotechnologies: 2026 Is The Durability Test, Not The Hype Cycle Adaptive Biotechnologies Q4 2025 Earnings Preview Adaptive Biotechnologies reports prelim Q4, FY revenue above estimate; shares up

(RTTNews) - Following the mixed performance seen in the previous session, the major U.S. stock indexes all moved sharply lower during trading on Thursday. The tech-heavy Nasdaq led the way lower, tumbling to its lowest closing level in over two months. The major averages ended the day off their worst levels of the session but still firmly negative. The Nasdaq plunged 363.99 points or 1.6 percent to 22,540.59, the S&P 500 tumbled 84.32 points or 1.2 percent to 6,798.40 and the Dow slumped 592.58 points or 1.2 percent to 48,908.72. Weakness among tech stocks continued to weigh on Wall Street amid a significant decrease by shares of Qualcomm (QCOM). Qualcomm plummeted by 8.5 percent after the chipmaker reported fiscal first quarter earnings that exceeded estimates but provided disappointing guidance for the current quarter. Google parent Alphabet (GOOGL) ended the day well off its lows but still dipped by 0.5 percent after the company reported better than expected fourth quarter results but forecast a sharp increase in capital spending in 2026. Tech stocks have moved sharply lower over the past few sessions amid concerns about valuations and the impact of artificial intelligence. In U.S. economic news, a report released by the Labor Department showed first-time claims for U.S. unemployment benefits rose by much more than expected in the week ended January 31st. The Labor Department said initial jobless claims climbed to 231,000, an increase of 22,000 from the previous week's unrevised level of 209,000. Economists had expected jobless claims to inch up to 212,000. With the bigger than expected increase, jobless claims reached their highest level since hitting 237,000 in the week ended December 6th. The Labor Department also release a separate report showing job openings in the U.S. unexpectedly decreased to their lowest level in over five years in the month of December. The Labor Department had originally been scheduled to release its more closely watched monthly jobs r...

Olga Kostrova /iStock via Getty Images My first thesis about Luca Mining Corp. ( LUCMF ) was standing on three quite clear columns. First, it was a transition story. For quite a while it was seen as problematic, but now it has two working mines. Second, the execution was also lumpy; Q1 2025 results showed that the company was not a story anymore. The material was being refined, and cash flow began to be generated. Third, and at the time it was important, the company was mispriced. The market was acting like Luca was between bankruptcy and survival. Today, I believe that the situation is different. The market is not valuing Luca as a broken junior anymore. This is a very important psychological breakthrough. The share price since my first article increased significantly . While I believe that might have been some luck, I have to give Luca credit too. COPX inclusion (look at the very bottom in the source), which had only a marginal impact, a few stable quarters in a row, decreasing debt, and the fact that both mines are working also helped. As of today, I believe that part of that re-rating is now gone. The moment when you could buy at prices implying bankruptcy is now in the past. Still, this does not mean that the upside is gone and the story has ended. This means that the story changed. The easy money phase, when the new mine acted as a major catalyst, is over. Now we are entering the prove-it phase, the phase where, most of the time, I usually leave mining stocks; for a speculator like me, this is not a great deal anymore. For those who are not speculating, the question should be whether you believe that the company can sustain their operations and maintain their course each quarter. Quite a subtle but very important change. A few quarters back, we could invest using their progress announcements; now we will need quality. The upside is still there, yet I do not feel that we should expect anything fast and explosive. smallcapinvestor.ca What Changed And Risks One o...

Earnings Call Insights: Victory Capital Holdings (VCTR) Q4 2025 Management View David Brown, Chairman and CEO, described 2025 as a “transformational year” highlighted by the completion of the Amundi partnership and the integration of Pioneer Investments, resulting in Victory Capital surpassing $1 billion in annual revenue for the first time and achieving record earnings. Brown stated, "From a financial perspective, 2025 was a landmark year. We surpassed $1 billion in annual revenue for the first time in our company's history, while also delivering record earnings, milestones that underscore the strength of our diversified platform and the momentum we've built as we look forward to 2026." Brown detailed that total client assets reached $317 billion, a record high, with long-term gross flows of $17.1 billion in Q4, representing the highest-ever quarterly gross sales. He noted that "profitability remained excellent" with record adjusted EBITDA of $197.5 million and a margin of 52.8%. The CEO highlighted that the Amundi/Pioneer acquisition has globalized the business, now with 17% of AUM from clients outside the U.S. in over 60 countries, and that Pioneer Investments has delivered net positive organic growth every quarter since the transaction. Brown added, "Our integration efforts are close to complete. We are on track to reach the full $110 million target during the 2026 calendar year." Brown emphasized expanding ETF success, citing $1 billion in net ETF flows in Q4 and recognition of VictoryShares products on major U.S. platforms. He said, “Our ETF platform delivered another strong quarter with $1 billion in positive net flows, bringing year-end assets to nearly $19 billion.” Michael Policarpo, President, CFO & Chief Administrative Officer, stated, "Revenue reached $374.1 million, up 3.6% sequentially from the third quarter, driven by a 3.1% increase in average AUM to $312.9 billion." Policarpo also highlighted, "Adjusted EBITDA reached a record $197.5 million, up $7...

US equity indexes fell Thursday as the labor market weakened, while tech stocks and cryptocurrencies Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Key Points XRP is getting crushed in today's trading as investors move out of cryptocurrencies. The crypto market has seen big valuation contractions in response to news surrounding the Federal Reserve, precious metals, and other factors. 10 stocks we like better than XRP › XRP (CRYPTO: XRP) is getting hit with another powerful round of sell-offs in Thursday's trading. The cryptocurrency's token price had fallen roughly 24% over the past 24 hours of trading as of 3:45 p.m. ET. Over the same stretch, Bitcoin and Ethereum had fallen 13.5% and 14.2%, respectively. Sell-offs across the cryptocurrency market are continuing today as investors react to shifting macroeconomic outlooks and weigh fundamental valuation concerns. As of this writing, XRP is now more than 50% over the last year. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » XRP sinks as crypto sell-off intensifies News that President Donald Trump has picked Kevin Warsh to be the next head of the Federal Reserve has helped to spur a wave of selling across the crypto market. While Warsh has made some comments in support of the crypto industry, investors are concerned that the next Fed chair may not be the catalyst for interest rate cuts that some investors had been hoping for. Along with the potential for less favorable developments on the interest rate front, investors have also been selling out of cryptocurrencies in response to weak U.S. jobs numbers, valuation strengthening for precious metals, and broader risk-off sentiment. What's next for XRP? XRP is now trading in the range of its 52-week low, and confidence in the broader crypto market has weakened dramatically. While concerns about Warsh's impact on Fed rate policy could very well prove to be overblown, support levels for cryptocurrency valuations are difficult to calculate. XRP has relatively high levels of support from institutiona...

OTTAWA, Ill., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Ottawa Bancorp, Inc. (the “Company”) (OTCQX: OTTW), the holding company for OSB Community Bank (the “Bank”), announced net income of $0.3 million, or $0.14 per basic and diluted common share, for the three months ended December 31, 2025, compared to net income of $0.5 million, or $0.21 per basic and diluted common share, for the three months ended December 31, 2024. For the twelve months ended December 31, 2025, the Company announced net income of $1.7 million, or $0.71 per basic and diluted common share, compared to net income of $0.8 million, or $0.31 per basic and diluted common share for the twelve months ended December 31, 2024. The loan portfolio, net of allowance, increased to $305.8 million as of December 31, 2025 from $301.7 million as of December 31, 2024 as originations exceeded payments and payoffs. Non-performing loans decreased to $1.2 million at December 31, 2025 from $4.8 million at December 31, 2024. This was due to a large payment on a commercial relationship which was placed on non-performing status during the third quarter of 2023. Thus, the ratio of non-performing loans to gross loans decreased from 1.58% at December 31, 2024 to 0.38% at December 31, 2025.

JACKSONVILLE, Fla., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Regency Centers Corporation (“Regency Centers,” “Regency” or the “Company”) (Nasdaq: REG) today reported financial and operating results for the period ended December 31, 2025, and provided initial 2026 earnings guidance. For the three months ended December 31, 2025 and 2024, Net Income Attributable to Common Shareholders was $1.09 and $0.46, respectively, per diluted share. For the twelve months ended December 31, 2025 and 2024, Net Income Attributable to Common Shareholders was $2.82 and $2.11, respectively, per diluted share. Fourth Quarter and Full Year 2025 Highlights Reported Nareit FFO of $1.17 per diluted share for the fourth quarter, and $4.64 per diluted share for the full year Reported Core Operating Earnings of $1.12 per diluted share for the fourth quarter, and $4.41 per diluted share for the full year Generated full-year Nareit FFO per share growth of 7.9% and Core Operating Earnings per share growth of 6.8% Increased Same Property Net Operating Income ("NOI") for the fourth quarter by 4.7% year-over-year, and for the full year by 5.3%, excluding termination fees Increased Same Property percent leased by 10 basis points sequentially to 96.5% Executed 6.8 million square feet of comparable new and renewal leases during the full year at blended rent spreads of 10.8% on a cash basis and 21.4% on a straight-lined basis Started $97 million of new development and redevelopment projects in the fourth quarter, bringing full year total project starts to approximately $318 million Completed $164 million of development and redevelopment projects in the fourth quarter, bringing full year total project completions to approximately $212 million As of December 31, 2025, Regency's in-process development and redevelopment projects had estimated net project costs of $597 million at a blended estimated yield of 9% During the full year 2025, acquired approximately $538 million of high-quality shopping centers Pro-rata n...

St. Louis, Feb. 05, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE: ESE) (ESCO, or the Company) today reported its operating results for the first quarter ended December 31, 2025 (Q1 2026). Operating Highlights Q1 2026 Sales increased $75 million (35.0 percent) to $290 million compared to $215 million in Q1 2025. Q1 2026 organic sales increased $24 million (11.4 percent) and Maritime contributed $51 million (23.6 percent) of revenue growth in the quarter. Q1 2026 GAAP EPS from Continuing Operations increased 40.5 percent to $1.11 per share compared to $0.79 per share in Q1 2025. Q1 2026 Adjusted EPS from Continuing Operations increased 72.6 percent to $1.64 per share compared to $0.95 per share in Q1 2025. Q1 2026 Entered Orders increased $328 million (143.0 percent) to $557 million (book-to-bill of 1.92x), resulting in record backlog of $1.4 billion. Net Cash provided by Operating Activities from Continuing Operations was $69 million in Q1 2026, an increase of $40 million compared to the prior year period. Bryan Sayler, Chief Executive Officer and President, commented, “Our fiscal year got off to an outstanding start as we delivered over $550 million in orders, 35 percent revenue growth, 320 basis points of Adjusted EBITDA margin expansion, and a 73 percent increase in Adjusted EPS compared to the prior year. We continue to see favorable end-market conditions, which is reflected in the excellent orders and sales performance. Organic orders increased by 39 percent as all three businesses continue to see a positive environment for growth. “Our solid operating results were driven by disciplined execution from our team. This performance highlights the strength of our strategic positioning and our capacity to generate sustainable value in attractive markets. It was a great way to start the year, with continuing momentum across our businesses giving us the confidence to raise our full year earnings guidance.” Segment Performance Aerospace & Defense (A&D) Q1 2026 s...

Net sales of $1.186 billion , increased 4.0% sequentially and up 15.6% from the year ago quarter. Our updated guidance provided on January 5, 2026 was net sales of $1.185 billion. On a GAAP basis: gross profit of 59.6% ; operating income of $151.7 million and 12.8% of net sales; net income attributable to common stockholders of $34.9 million ; and EPS of $0.06 per diluted share. Our updated guidance provided on December 2, 2025 was GAAP EPS of $0.02 per diluted share. On a Non-GAAP basis: gross profit of 60.5% ; operating income of $337.8 million and 28.5% of net sales; net income of $252.8 million ; and EPS of $0.44 per diluted share. Our updated guidance provided on December 2, 2025 was Non-GAAP EPS of $0.40 per diluted share. Returned approximately $246.1 million to common stockholders in the December quarter through dividends. Quarterly dividend on common stock declared for the March quarter of 45.5 cents per share. Midpoint of net sales guidance for the March 2026 quarter of $1.260 billion, which would be up 6.2% sequentially and 29.8% year-over-year. CHANDLER, Ariz., Feb. 05, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: MCHP) - Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today reported results for the three months ended December 31, 2025. Steve Sanghi, Microchip’s CEO and President commented that, “Our fiscal third quarter results exceeded our expectations, with net sales of $1.186 billion growing 4% sequentially, and 15.6% year-over-year, well above our original guidance. We believe the broad-based recovery across our end markets, combined with significant margin expansion, demonstrates the tangible impact of our nine-point recovery plan execution. Our non-GAAP operating profit grew sequentially more than our net sales did in the December quarter, highlighting the operational momentum we have in our business.” Mr. Sanghi added, “We have made substantial progress on inventory reduction, which is positi...

Fourteenth consecutive quarter and fifth consecutive year of profitability Q4 2025 total revenue of $281.0 million, highest fourth quarter on record(1) Q4 2025 GAAP diluted EPS of $0.15 and adjusted diluted EPS of $0.17(2) FY 2025 total revenue of $1.13 billion, highest full year on record(1) FY 2025 GAAP diluted EPS of $0.96 and adjusted diluted EPS of $1.10(2) MINNEAPOLIS, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Sun Country Airlines Holdings, Inc. (“Sun Country Airlines,” “Sun Country,” the “Company”) (NASDAQ: SNCY) today reported financial results for its fourth quarter and full year ended December 31, 2025. "I'm proud to report our 14th consecutive profitable quarter and fifth consecutive year of profitability," said Jude Bricker, President and Chief Executive Officer of Sun Country. "2025 was a transformative and successful year for Sun Country. We expanded our cargo fleet by eight aircraft to strengthen our cargo business. This strategic growth required deliberate capacity adjustments in our scheduled service network, and despite this complexity, we delivered margins that are among the highest in the industry. This achievement reflects the exceptional dedication and effort of our team. Recently, we announced our transformative merger with Allegiant, and we are looking forward to capitalizing on our promise of our combined airline for our customers, employees, and shareholders alike. We continue to focus on executing a safe, reliable profitable airline." Overview of Fourth Quarter and Full Year Three Months Ended December 31, (unaudited) (in millions, except per share amounts) 2025 2024 % Change Total Operating Revenue $ 281.0 $ 260.4 7.9 Operating Income 18.2 26.1 (30.3 ) Income Before Income Tax 11.4 16.9 (32.9 ) Net Income 8.1 13.4 (39.4 ) Diluted earnings per share $ 0.15 $ 0.24 (37.5 ) Three Months Ended December 31, (unaudited) (in millions, except per share amounts) 2025 2024 % Change Adjusted Operating Income (2) $ 19.5 $ 27.5 (29.0 ) Adjusted Income Before I...

2025 Revenue and Adjusted EBITDA Results are Expected to Exceed the Top-End of Guidance 4Q25 28 DPD Rate Expected to be Within the Range of 1.95%-2.00%, Outperforming Guidance of Below 2.10% Full Earnings Results and 2026 Financial Outlook to Be Discussed on March 2, 2026 at 5:00pm ET LOS ANGELES, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Dave Inc. (“Dave” or the “Company”) (Nasdaq: DAVE), one of the nation’s leading neobanks, today announced certain preliminary, unaudited financial results for the fourth quarter and full year ended December 31, 2025. The Company expects to release full, audited financial results and file its annual report on Form 10-K for the year ended December 31, 2025 on March 2, 2026. Fourth Quarter and Full Year 2025 Preliminary Financial Results ($ in millions, unaudited) Fourth Quarter 2025 4Q25 Guidance* 4Q25 ∆% 4Q24 4Q25 %∆ GAAP Operating Revenues, Net $155 $164 6% $101 $164 62% Adjusted EBITDA** $63 $73 16% $33 $73 118% Full Year 2025 FY25 Guidance* FY25 ∆% FY24 FY25 %∆ GAAP Operating Revenues, Net $546 $554 2% $347 $554 60% Adjusted EBITDA** $217 $227 5% $86 $227 162% *The Company previously provided updated 2025 financial guidance on November 4, 2025. This guidance stated that Operating Revenues, Net and Adjusted EBITDA for 2025 were expected to be in the range of $544 - 547 million and $215 - 218 million, respectively. The figures in the tables above represent the midpoints of those financial guidance ranges. Fourth quarter guidance implied based on year-to-date third quarter results. **Non-GAAP measure. A reconciliation of this non-GAAP financial measure to the most directly comparable GAAP measure, net income, for the three and 12 months ended December 31, 2025, and 2024 will be included in the Company’s earnings release for the fourth quarter and full year 2025 financial results, scheduled to be reported on March 2, 2026. See “Non-GAAP Financial Information” below. The Company also expects its 4Q25 28 Days Past Due (28DPD) metric to be with...

The logistics stock is already off to a strong start to the year. It's been a tough couple of years for logistics giant United Parcel Service (UPS 0.16%), better known as UPS. The company has been dealing with a slowdown in demand as the global economy faced challenges due to inflation. As a result, there hasn't been much growth or excitement around UPS stock. The last time the stock even generated a positive return for investors was in 2021. In the past three years, the stock price has declined by 39%, while the S&P 500 index has soared by around 67%. But with such a significant drop in value over the years and with the company working on improving profitability and strengthening its margins, could 2026 be the year UPS stock finally takes off? Is the business moving in the right direction? On Jan. 27, UPS released its year-end results for 2025, which showed some signs of progress. Its consolidated fourth-quarter revenue came in at $24.5 billion, slightly better than analysts' consensus expectations of $24 billion. Meanwhile, its adjusted per-share profit of $2.38 also easily surpassed the $2.20 earnings per share that Wall Street was looking for. The company is in the midst of reducing the number of deliveries it handles for Amazon, which it says are "extraordinarily dilutive." The move may be controversial, but it should help UPS strengthen its margins, and that has been a key goal for CEO Carol Tome. Improving profitability can make the stock a more attractive value buy for investors down the road. Expand NYSE : UPS United Parcel Service Today's Change ( -0.16 %) $ -0.19 Current Price $ 116.55 Key Data Points Market Cap $99B Day's Range $ 114.90 - $ 116.66 52wk Range $ 82.00 - $ 123.70 Volume 6.5M Avg Vol 6.3M Gross Margin 18.44 % Dividend Yield 5.62 % UPS stock is off to a strong start to 2026, and there's room for it to go far higher As of Monday's close, shares of UPS were trading up 17% since the start of the year. And over the past six months, they've rallie...

Coursera press release ( COUR ): Q4 Non-GAAP EPS of $0.12 beats by $0.06 . Revenue of $194M (+8.3% Y/Y) beats by $2.17M . Operating expenses were $131.5 million, or 68% of revenue, representing a year-over-year improvement of 100 basis points. Sales and marketing expense was flat year-over-year at $82.6 million. Lower direct marketing costs and stock-based compensation expense were offset by increases in personnel costs and amortization of deferred contract costs. Research and development expense was down 15% year-over-year to $24.6 million. The decrease was driven by lower personnel costs and stock-based compensation expense. General and administrative expense was up 11% year-over-year to $24.2 million. The increase was primarily driven by transaction costs incurred in the fourth quarter of 2025 related to the proposed merger with Coursera. This was partially offset by lower stock-based compensation expense. Restructuring charges were zero in the fourth quarter of 2025, versus $5.4 million in the comparable quarter. Charges associated with the strategic restructuring announced in September 2024 were fully recognized by the second quarter of 2025 More on Coursera The Coursera And Udemy Merger: Two Learning Cultures, One Platform Coursera's Acquisition Of Udemy Strengthens Its Enterprise Base Coursera, Inc. (COUR) Discusses Business Outlook and Product Strategy in Education Technology Transcript Coursera Q4 2025 Earnings Preview Coursera to merge with Udemy in all-stock deal valuing combined company at $2.5 billion

亚马逊 周四加入其他大型科技公司的行列，预计将在2026年进行大规模资本支出，这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。 公司表示，预计2026年在整个亚马逊体系内的资本支出约为2000亿美元。根据LSEG汇编的数据，此前市场预期为1446.7亿美元。 由于亚马逊对第一季度营业利润的预测为165亿至215亿美元区间，低于市场预计的220.4亿美元，公司股价在盘后交易中延续跌势，一度跌超11%。 大型科技公司正投入巨额资金采购处理器、建设数据中心和网络设备，以加速搭建AI基础设施。四大超大规模云服务商——亚马逊、 微软 、Alphabet旗下 谷歌 以及Meta——今年合计资本支出预计将超过5000亿美元。 不过，最近几天的科技公司财报也向企业传递出华尔街的明确信号：AI支出的快速增长只有在能带来相应的经营或财务回报时，才会被投资者持续容忍。 谷歌全年1750亿至1850亿美元的高额资本支出指引之所以被投资者接受，是因为其云业务收入实现强劲增长；Meta宣布将在1150亿至1350亿美元区间投入资本支出，也获得类似反应。 但微软上周因云业务增速仅略微高于预期而遭到投资者抛售，股价承压。 作为全球最大的云服务提供商，亚马逊表示，企业对AI基础设施和核心数字化迁移工作负载的需求依然强劲，不过行业范围内的产能限制仍制约其全面满足需求的能力。 公司在第四季度加大投资，以缓解这些产能瓶颈，并启动名为“Rainier”的AI基础设施项目，上线了近50万颗自研Trainium2芯片，主要供Claude聊天机器人开发商Anthropic使用。 尽管AWS在亚马逊总销售额中仅占约15%至20%，但却贡献了公司超过60%的营业利润。 亚马逊还在持续加码电商业务，通过向美国农村地区扩张、提升当日达和次日达配送能力，以及加大生鲜食品布局，以吸引更多客户。 公司对零售部门也在进行重大调整，最新举措包括扩大Whole Foods门店版图，并建设一座占地22.5万平方英尺的大型综合门店，以与 沃尔玛 和Costco等零售商竞争。 责任编辑：陈钰嘉

(RTTNews) - Verisign Inc. (VRSN) released a profit for its fourth quarter that Increased, from last year The company's earnings came in at $206.2 million, or $2.23 per share. This compares with $191.5 million, or $2.00 per share, last year. The company's revenue for the period rose 7.6% to $425.3 million from $395.4 million last year. Verisign Inc. earnings at a glance (GAAP) : -Earnings: $206.2 Mln. vs. $191.5 Mln. last year. -EPS: $2.23 vs. $2.00 last year. -Revenue: $425.3 Mln vs. $395.4 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.

Ventas press release ( VTR ): Q4 FFO of $0.89 beats by $0.01 . Revenue of $1.56B (+20.9% Y/Y) beats by $10M . FY26 FFO consensus of $3.78 2026 Guidance As of 2/5/2026 2025 Result $ Change % Change Attributable Net Income Per Share Range $0.52 - $0.62 Attributable Net Income Per Share Midpoint $0.57 $0.54 $0.03 6% Nareit FFO Per Share Range* $3.63 - $3.73 Nareit FFO Per Share Midpoint* $3.68 $3.50 $0.18 5% Normalized FFO Per Share Range* $3.78 - $3.88 Normalized FFO Per Share Midpoint* $3.83† $3.56† $0.27 8% Click to enlarge Shares -4% . More on Ventas Ventas Has Recently Reached 52-Week Highs, Now What? (Technical Analysis) Ventas Is Hitting On All Cylinders Ventas, Inc. (VTR) Presents at REITworld: 2025 Annual Conference - Slideshow Top performing healthcare REITs year to date Ventas announces pricing of $500M senior notes offering

中国地震台网正式测定：02月06日05时00分在西藏阿里地区改则县(北纬33.21度，东经83.32度)发生3.5级地震，震源深度10千米。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Hercules Capital ( HTGC ) on Thursday said it has priced an underwritten public offering of $300 million of unsecured notes due 2029, bearing interest at 5.350% per year. The company said the notes are expected to be delivered on February 10, subject to customary closing conditions. Hercules Capital said it plans to use the proceeds to fund investments, repay secured debt and for general corporate purposes. HTGC -0.95% after hours to $16.15. Source: Press Release More on Hercules Capital Hercules Capital: 7 Reasons Why This Is The Top BDC For 2026 Hercules Capital: A BDC That Ticks The Boxes For Retirement Income Hercules Capital: Last Man Standing As Internal BDCs Move To Monthly Dividends What's in store for BDCs in 2026? Seeking Alpha’s Quant Rating on Hercules Capital

Amazon's stock falls after earnings. Here's why investors are spooked. MarketWatch

Reddit press release ( RDDT ): Q4 GAAP EPS of $1.24 beats by $0.31 . Revenue of $725.6M (+69.6% Y/Y) beats by $58.54M . Shares +4% . More on Reddit Reddit Needs To Grow Like Meta While Facing Tougher Challenges Reddit: Parallels To 2012 Facebook Reddit: Early Facebook, But Without The Negativity, I'm In Reddit Q4 2025 Earnings Preview France’s National Assembly OKs social media ban for under-15s

Amazon Boosts Spending Far Ahead of Estimates on AI Build-Out Bloomberg

Amazon.com Inc. said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on artificial intelligence will take longer to pay off than anticipated. The company reported $39.5 billion on property and equipment expenses in the fourth quarter, topping estimates by almost $5 billion, and said its capital expenditures would reach $200 billion this year. “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Chief Executive Officer Andy Jassy said in a statement . The spending will weigh on profit, with Amazon giving a forecast for operating income in the current quarter of $16.5 billion to $21.5 billion. Analysts, on average, estimated $22.2 billion. Microsoft Corp. and Alphabet Inc., which reported results earlier, also spent more heavily than anticipated, sending their shares down amid mounting worries that demand for AI services don’t warrant the massive outlays. Read more: Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth The shares dropped about 7% in extended trading, after closing at $222.69 in New York. Amazon’s stock had declined 3.5% this year through the Thursday close.

In January 2026, BYD reported a 30% year-on-year drop in vehicle sales to about 210,000 units, its fifth consecutive monthly decline, as reduced government incentives weighed on demand in its core electric-vehicle market. At the same time, BYD is pushing into Latin America and expanding its role in the global energy-storage market, highlighting how the company is seeking growth beyond a softer domestic backdrop and ongoing price competition. We will now examine how weaker January sales and sustained discounting pressure could shape BYD’s broader investment narrative in electric mobility. We've found 11 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. What Is BYD's Investment Narrative? To own BYD today, you have to believe it can translate its scale, battery heritage and global footprint into durable cash generation, even as its core China EV market cools and pricing stays aggressive. The January 2026 sales drop and 18% share price fall bring those near term pressures into sharper focus, especially around margins and product mix, and they arguably make the upcoming March 26 results and the next few monthly delivery releases more important catalysts than before. At the same time, BYD’s push into Latin America and its participation in the growing energy storage market show how management is trying to diversify growth away from policy sensitive EV demand. The big swing factor now is whether this expansion can offset weaker volumes and discounting at home without eroding profitability. However, discounting and a heavier tilt to cheaper models may matter more than headline sales. Despite retreating, BYD's shares might still be trading 32% above their fair value. Discover the potential downside here. Exploring Other Perspectives SEHK:1211 1-Year Stock Price Chart Twenty four Simply Wall St Community fair value estimates span roughly CN¥121.89 to a very large CN¥449.47, underlining how differently people see BYD’s potent...

SS&C press release ( SSNC ): Q4 Non-GAAP EPS of $1.69 beats by $0.08 . Revenue of $1.65B (+7.8% Y/Y) beats by $30M . Guidance Q1 2026 FY 2026 Adjusted Revenue ($M) $1,608 – $1,648 $6,654 – $6,814 Adjusted Net Income attributable to SS&C ($M) $404 – $420 $1,662 – $1,762 Interest Expense 1 ($M) $102 – $104 $398 – $408 Adjusted Diluted Earnings per Share attributable to SS&C $1.62 – $1.68 $6.70 – $7.02 Cash from Operating Activities ($M) – $1,713 – $1,813 Capital Expenditures (% of revenue) – 4.4% – 4.8% Diluted Shares (M) 249.2 – 250.2 248.1 – 251.1 Effective Income Tax Rate (%) 21.5% – 23.5% 21.5% – 23.5% Click to enlarge More on SS&C SS&C Technologies: The Boring AI Play Hidden In Plain Sight SS&C Technologies Holdings, Inc. (SSNC) Presents at 53rd Annual Nasdaq Investor Conference Transcript SS&C Technologies Holdings, Inc. (SSNC) Presents at UBS Global Technology and AI Conference 2025 Transcript