AGCO press release ( AGCO ): Q4 Non-GAAP EPS of $2.17 beats by $0.31 . Revenue of $2.92B (+1.0% Y/Y) beats by $250M . AGCO's net sales for 2026 are expected to range from $10.4 to $10.7 billion vs. $10.05B consensus. Adjusted operating margins are projected to range from 7.5% - 8.0%. Production volumes are expected to be relatively flat with cost controls and positive pricing contributing to results. Based on these assumptions, 2026 earnings per share are targeted at approximately $5.50 to $6.00 vs. $6.02 consensus. These estimates incorporate the expected impact of tariffs in effect as of February 5, 2026, along with AGCO's mitigation strategies. Any changes to tariff policies or related responses could affect these projections. More on AGCO AGCO Corporation: Expect This Fruit To Sour (Rating Downgrade) AGCO Corporation (AGCO) Presents at UBS Global Industrials and Transportation Conference Transcript AGCO Corporation: The Near-Term Outlook Is Bad, And Valuation Is Already Above Average AGCO Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on AGCO

Suburban Propane Partners press release ( SPH ): Q1 GAAP EPU of $0.69 misses by $0.02 . Revenue of $370.39M (-0.8% Y/Y) misses by $21.61M . More on Suburban Propane Partners Suburban Propane: 2025 Growth Is Likely An Aberration Suburban Propane Partners, L.P. Common Units (SPH) Q4 2025 Earnings Call Prepared Remarks Transcript Suburban Propane prices $350 million senior notes due 2035 Suburban Propane Partners announces private offering of $350M senior notes Seeking Alpha’s Quant Rating on Suburban Propane Partners

科技股的恐慌情绪，蔓延到了亚太市场！ 受隔夜美股科技股大跌影响，亚太股市今日（2月5日）也集体下跌。其中，韩国Kospi指数收盘大跌超200点，跌幅接近4%。日经225指数收跌0.88%。 值得注意的是，今日，外国投资者净卖出价值4.99万亿韩元的韩国Kospi指数成份股，创出单日纪录新高。机构投资者也净卖出2.07万亿韩元的Kospi指数成份股。 AT Global Markets首席市场分析师Nick Twidale表示，亚洲市场正受到华尔街隔夜抛售的冲击，不确定是否可以说科技股已经见顶，但市场还有进一步回调的空间，“这是传统的抛售科技股、转向防御性板块的操作”。 韩国股市大跌超200点 2月5日，韩国股市低开低走。截至收盘，韩国Kospi指数下跌207.53点，报5163.57点，跌幅高达3.86%。AI芯片股跌幅居前，SK海力士跌6.44%，三星电子跌5.80%，这两家芯片巨头对Kospi指数拖累最大。当天，外国投资者净卖出价值4.99万亿韩元的韩国Kospi指数成份股，创出单日净卖出额新高。 日本股市当天也下跌。截至收盘，日经225指数下跌0.88%报53818点。权重股方面，软银集团下跌7%，爱德万测试下跌4.81%，瑞可利控股下跌4.68%，基恩士、任天堂跌超2%，东京电子跌近2%。三菱商事上涨6.64%，中外制药上涨4.86%。 隔夜，美股科技股全线重挫，是引发亚洲科技股下跌的主因。 最近几个交易日，投资者一直在从科技巨头转向沃尔玛等防御型股票，担忧人工智能会对就业造成冲击。近期由Anthropic旗下Claude大型语言模型推出的新法律工具引发的抛售潮，导致软件股蒸发了近万亿美元市值。 这轮下跌并非由泡沫担忧引发，而是由人工智能即将颠覆众多公司商业模式的担忧引发，而末日预言者长期以来一直预测这些公司处于危险之中。 Jonestrading首席市场策略师迈克尔·奥鲁克表示：“我不认为这是过度反应。两年来，我们一直说AI将改变世界，是一项跨代技术。而最近几周，我们已看到它在实际中显现迹象。” “今天可能是法律科技，明天就可能是销售、市场营销或金融。”KeyBanc的分析师Jackson Ader表示。 除了投资者的不安情绪，甚至一直以来被视为AI热潮主要受益者的公司也表现出疲态。DA Davidson董事总经理Gil Luria表示：“起初只是抛售软件...

记者从清远市清城区市场监督管理局获悉，针对周生生（顺盈时代广场店）黄金饰品纠纷问题，清远市清城区市场监督管理局已依法受理并及时组织调解处理。 鉴于消费者对所购买的黄金饰品质量有异议，经消费者与商家协商，双方同意由清远市清城区市场监督管理局将涉事饰品送往有资质的第三方检测机构检测。 经委托广东省珠海市质量计量监督检测所对送检的涉事饰品进行检测，检测结果为足金，符合GB11887-2012《首饰贵金属纯度的规定及命名方法》及第1号修改单标准要求。 目前，清远市清城区市场监督管理局已将检测报告送达消费者与商家，双方均表示对检测结果无异议。

中证估值：国债期货收涨，交易所债券成交规模下降 央行公告，今日开展3000亿元14天逆回购和1185亿元7天逆回购操作，14天逆回购利率与前次持平于1.40%，今日有3540亿元7天逆回购到期，今日公开市场净投放为645亿元。 今日Shibor上行为主，隔夜Shibor报1.3190%，上行0.10BP；1个月Shibor报1.5505%，上行0.05BP。银行间市场资金价格下行为主，隔夜回购加权利率较前日下行0BP至1.32%，7天回购加权利率较前日下行1BP至1.48%。交易所市场隔夜回购全日加权利率为1.46%。 债券市场方面，交易所债券成交规模较昨日减少13亿元至2018亿元，其中可转债成交规模减少71亿元至421亿元。国债期货全部收涨，10年期主力合约涨0.08%至108.320，5年期主力合约涨0.07%至105.910，2年期主力合约涨0.04%至102.434。 华创资管：现券维持低波震荡，流动性和宏观风偏利多债市 周四上午，银行间市场整体窄幅震荡，午盘前情绪偏强，多数活跃券利率下行。午后共有河南、江西、海南等地共计30只地方债发行，共计1915.5亿元，加权久期17.7Y，10Y以上占比972.5亿元。 当前流动性和宏观风偏对债市利多，国债期货T合约技术面也边际改善，但现券暂未走出低波震荡区间，方向性突破仍需外力推动。 东兴证券：地方债与特别国债涨跌互现 2026 年 2 月 5 日，债券市场方面，“二永债” 收益率多数上行，仅 5Y 品种下行；中证转债指数跌 0.84% 至 516.89 点，成交额 701.18 亿元，个券涨跌分化显著。交易所市场中，产融公司债多数下跌，部分地产债大幅上涨，地方债与特别国债涨跌互现。 海外市场方面，东京早盘日本国债价格小幅下跌，10 年期日债收益率涨 1 基点至 2.255%，市场因众议院选举持观望态度，即将拍卖的 30 年期日债预期偏弱但料无剧烈波动。 一创固收：地方债迎发行高峰，资金面保持均衡宽松 今天央行开始进行14天的投放，旨在呵护跨春节流动性及应对年前地方债发行高峰，资金面全天保持均衡宽松，波动不大。债市方面，早盘受地方债供给压力影响，长端情绪偏弱。日内随着股市及大宗商品下跌，风险偏好回落，叠加地方债发行结果基本符合预期，期货带动现券开始上涨。 中信证券：债市回暖，券商加大利率债买入力度 今日债市有所回...

谷歌A美股盘前跌超4%，现报319.35美元。

The bank was under a regulatory technology embargo in 2024 due to identified shortcomings. Credit: T. Schneider/ Shutterstock.com. Kotak Mahindra Bank is preparing to recruit up to 500 engineers to strengthen technology infrastructure, reported Bloomberg. Chief technology officer Bhavnish Lathia said the bank is looking to hire from large technology firms and other banks to build what he described as a “technology company with a banking licence.” The current tech workforce, now exceeding 2,000 employees, includes professionals who previously worked at companies such as Alphabet, Apple, Goldman Sachs Group, and JPMorgan Chase. “Where we see a unique opportunity is in combining talent from deep tech companies with talent that brings deep domain expertise,” Lathia said. The bank was under a regulatory technology embargo in 2024 due to identified shortcomings, but the restriction was lifted last year. During this period, Kotak Mahindra Bank overhauled core banking systems and shifted much of its software development in-house, reducing its reliance on external vendors and giving in-house engineers greater oversight of critical systems. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence According to Lathia, the bank has recorded more than a year without any unplanned outages in its core banking system, despite handling yearly transaction volume growth of 60% to 70%. Transaction processing time for customers using Kotak’s digital app has also dropped from several seconds to under 500 milliseconds. Of the bank’s current engineering staff, around 1,800 have backgrounds in major technology and global finance firms. Another 300 to 500 engineers are expected to join in the next financial year starting April 1. Lathia took on the CTO role last year, following a similar recruitment drive ...

Griffon ( GFF ) declared $0.22/share quarterly dividend , in line with previous. Forward yield 1.04% Payable March 18; for shareholders of record Feb. 27; ex-div Feb. 27. See GFF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Griffon Griffin Corporation (GFF) Stock: Why The Sell Rating? | 2-Minute Analysis Griffon Corporation 2025 Q4 - Results - Earnings Call Presentation Griffon Corporation: The Door To Upside Hasn't Shut Yet Griffon outlines $2.5B revenue and $580M–$600M EBITDA targets for 2026 while strengthening capital returns

格隆汇2月5日｜据央广网，从清远市清城区市场监督管理局获悉，针对周生生（顺盈时代广场店）黄金饰品纠纷问题，清远市清城区市场监督管理局已依法受理并及时组织调解处理。鉴于消费者对所购买的黄金饰品质量有异议，经消费者与商家协商，双方同意由清远市清城区市场监督管理局将涉事饰品送往有资质的第三方检测机构检测。经委托广东省珠海市质量计量监督检测所对送检的涉事饰品进行检测，检测结果为足金，符合GB11887-2012《首饰贵金属纯度的规定及命名方法》及第1号修改单标准要求。目前，清远市清城区市场监督管理局已将检测报告送达消费者与商家，双方均表示对检测结果无异议。

Intercontinental Exchange press release ( ICE ): Q4 Non-GAAP EPS of $1.71 beats by $0.04 . Revenue of $3.14B (+3.6% Y/Y) beats by $660M . On an adjusted basis, consolidated operating income for the fourth quarter was $1.5 billion and the adjusted operating margin was 60%. Operating cash flow for 2025 was $4.7 billion and adjusted free cash flow was $4.2 billion. As of December 31, 2025, unrestricted cash and cash equivalents were $837 million and outstanding debt was $19.6 billion. Through the fourth quarter of 2025, ICE repurchased $1.3 billion in common stock and paid over $1.1 billion in dividends. Financial Guidance GAAP Non-GAAP 2026 Exchange Recurring Revenue (% growth) Mid-single digits 2026 Fixed Income & Data Services Recurring Revenue (% growth) Mid-single digits 2026 Mortgage Technology Revenue (% growth) Low-to-mid single digits 2026 Operating Expenses $5.010 - $5.075 billion $4.075 - $4.140 billion (1) 1Q26 Operating Expenses $1.245 - $1.255 billion $1.010 - $1.020 billion (1) 1Q26 Non-Operating Expense (2) $180 - $185 million 2026 Capital Expenditures $740 - $790 million 2026 Effective Tax Rate (3) 24% - 26% 1Q26 Weighted Average Shares Outstanding 568 - 574 million Click to enlarge More on Intercontinental Exchange Intercontinental Exchange: Risk-Reward Attractive With Shares Trading At A Low-Twenties Multiple Intercontinental Exchange, Inc. (ICE) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Intercontinental Exchange, Inc. (ICE) Presents at UBS Global Technology and AI Conference 2025 Transcript Intercontinental Exchange Q4 2025 Earnings Preview Intercontinental Exchange declares January 2026 as strongest month for trading activity

JHVEPhoto/iStock Editorial via Getty Images Back when I rated Qualcomm ( QCOM ) a Buy near $160, the company was starting to look less like just a handset play. Since then, the stock shot up over $205 in October but dropped back down. Now, with the latest post earnings move, it’s set to open around $135. That's almost a 26% drop this month and about 15% lower than when I first called it a Buy. Investors are reacting mostly to the soft Q2 outlook . Management sees revenue at $10.2 to $11 billion and EPS in the $2.45 to $2.65 range. Both numbers came in under what analysts expected. It’s mostly memory shortages hitting handset production harder and sooner than people thought. Even with that setback, I’m still positive on the stock. I think the selloff is too harsh for what looks like a short-term inventory issue tied to DRAM availability and pricing. Qualcomm’s underlying growth, margins and capital returns are getting overlooked. Q1 2026 Earnings Now the stock trades at less than 12 times forward earnings, but auto and IoT are both growing fast. Management is sticking to their $22 billion revenue target for these segments by 2029. If anything, the market isn’t seeing how steady the core business is or how early Qualcomm is in the whole AI and edge computing story. Those should help the company bounce back once the memory shortage eases. Q1 2026 Earnings Handsets are still Qualcomm’s main business, but QCT is getting more diverse. Automotive just posted a record $1.1 billion in sales, 15% higher than last year. Management’s calling for more than 35% growth in auto for Q2. That’s actually picking up, not slowing down. IoT revenue was up 9% to $1.7 billion, thanks to stronger demand in areas like industrial and networking. Buying Alphawave and Ventana Micro Systems lets Qualcomm reach deeper into data center and AI workloads. These aren’t just stories. They’re already showing up in design wins with Volkswagen, Toyota, Hyundai and several Chinese carmakers. Management sa...

JHVEPhoto/iStock Editorial via Getty Images Back when I rated Qualcomm ( QCOM ) a Buy near $160, the company was starting to look less like just a handset play. Since then, the stock shot up over $205 in October but dropped back down. Now, with the latest post earnings move, it’s set to open around $135. That's almost a 26% drop this month and about 15% lower than when I first called it a Buy. Investors are reacting mostly to the soft Q2 outlook . Management sees revenue at $10.2 to $11 billion and EPS in the $2.45 to $2.65 range. Both numbers came in under what analysts expected. It’s mostly memory shortages hitting handset production harder and sooner than people thought. Even with that setback, I’m still positive on the stock. I think the selloff is too harsh for what looks like a short-term inventory issue tied to DRAM availability and pricing. Qualcomm’s underlying growth, margins and capital returns are getting overlooked. Q1 2026 Earnings Now the stock trades at less than 12 times forward earnings, but auto and IoT are both growing fast. Management is sticking to their $22 billion revenue target for these segments by 2029. If anything, the market isn’t seeing how steady the core business is or how early Qualcomm is in the whole AI and edge computing story. Those should help the company bounce back once the memory shortage eases. Q1 2026 Earnings Handsets are still Qualcomm’s main business, but QCT is getting more diverse. Automotive just posted a record $1.1 billion in sales, 15% higher than last year. Management’s calling for more than 35% growth in auto for Q2. That’s actually picking up, not slowing down. IoT revenue was up 9% to $1.7 billion, thanks to stronger demand in areas like industrial and networking. Buying Alphawave and Ventana Micro Systems lets Qualcomm reach deeper into data center and AI workloads. These aren’t just stories. They’re already showing up in design wins with Volkswagen, Toyota, Hyundai and several Chinese carmakers. Management sa...

沃达丰美股盘前跌超10%，现报14.1美元。

2月5日，中央广播电视总台与卡游正式宣布，卡游成为总台2026年春节联欢晚会独家卡牌合作伙伴。据了解，这是总台春晚首次设立独家卡牌合作伙伴。目前，卡游通过自主研发、智能生产，构建了覆盖卡牌、文具、毛绒等多品类的IP生态。(36氪（KRKR）)

(RTTNews) - The Buckle, Inc. (BKE), Thursday announced that comparable store net sales, for stores open at least one year, increased 1.7 percent in January, from comparable store net sales in the previous year. Comparable store net sales for the 13-week fourth quarter ended January 31, 2026 increased 3.9 percent from last year's comparable store net sales. Net sales during the period increased 5.3 percent to $399.1 million compared to net sales of $379.2 million in the prior year. For the 52-week fiscal year ended January 31, 2026, comparable store net sales rose 5.6 percent from the previous year. Net sales increased 6.6 percent to $1.298 billion compared to net sales of $1.218 billion for the prior year. In the pre-market hours, BKE is trading at $50.00, down 0.89 percent on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cummins press release ( CMI ): Q4 GAAP EPS of $4.27 misses by $0.75 . Revenue of $8.5B (+0.6% Y/Y) beats by $400M . EBITDA in the fourth quarter was 13.5% of sales; Diluted EPS of $4.27 Fourth quarter results include $218 million, or $1.54 per diluted share, of charges related to the Electrolyzer business within Accelera, of which $175 million were non-cash charges Full-year 2025 revenues of $33.7 billion; GAAP Net Income of $2.8 billion, or 8.4% of sales EBITDA for full year 2025 was 16.0% of sales; Diluted EPS of $20.50 Full-year 2025 results include $458 million, or $3.28 per diluted share, of charges related to the Electrolyzer business within Accelera, of which $415 million were non-cash charges Full-year 2026 revenues expected to increase 3% to 8%; EBITDA expected to range between 17.0% and 18.0% of sales More on Cummins Cummins: Exposure To AI Data Center Infrastructure Buildout Cummins: Great Company, Wrong Price Cummins: Take Some Chips Off The Table As Power Systems Business Gets A Rerating (Rating Downgrade) Cummins Q4 2025 Earnings Preview Class 8 truck sales surged in December, although a full recovery remains uncertain

格隆汇2月5日｜英国央行行长贝利：通胀正按计划推进，进度超前。需要确保通胀维持在2%的目标水平。我们目前并未面临货币政策受到重大新冲击影响的局面。应有进一步放松政策的空间。

据世界黄金协会，1月份，全球黄金ETF（518600）吸引了创纪录的187亿美元资金流入，各地区均出现资金流入情况；亚洲(流入96亿美元)和北美洲(流入68亿美元)表现最为突出。总资产管理规模(AUM)达到了6690亿美元的历史新高，这得益于黄金价格14%的上涨；持仓量也攀升至4145吨的历史新高。交易量大幅增加，1月份平均日交易额达到6230亿美元——这是有记录以来表现最强劲的一个月。

Analysts across Wall Street remained largely bullish on Alphabet following its latest earnings beat , but pointed to its high capital expenditures and a miss in YouTube advertising as reasons for the stock's underperformance Thursday morning. Alphabet beat on both the top and bottom lines in its fourth-quarter earnings report released Wednesday. The Google parent earned $2.82 per share on revenue of $113.83 billion, while analysts polled by LSEG had forecast earnings of $2.63 per share on $111.43 billion in revenue. Other highly watched metrics, including Google Cloud revenue and traffic acquisition costs, also surpassed expectations. But a sore spot on the report was Alphabet's YouTube advertising, which — at $11.38 billion — came in lower than the estimated $111.43 billion. UBS analyst Stephen Ju chalked up this miss "partially due to some brand issues." "There were some misses with YouTube ads only growing +9% Y/Y against tougher comps, while [subscriptions, platforms & devices] also came in a touch light at +17% Y/Y growth," wrote Bernstein analyst Mark Shmulik. But the bigger weakness highlighted in the report was Alphabet's higher capital expenditures guidance, with the company expecting a sharp increase in artificial intelligence spending this year. The company forecast 2026 capital expenditures, or capex, of between $175 billion to $185 billion. The top end of this forecast is more than double its 2025 spend. On a Wednesday call, Alphabet finance chief Anat Ashkenazi told analysts that this money would go towards investing in AI compute capacity for Google DeepMind and to meet "significant cloud customer demand as well as strategic investments in other bets." But while analysts acknowledge higher capex as a weak spot for Alphabet, they were also more optimistic about this spend than the stock's 3% slide on Thursday morning seemed to suggest. "While capex guidance for 2026 was considerably above expectations, we think the resulting infrastructure footprint cr...

Madison Square Garden press release ( MSGS ): Q2 GAAP EPS of $0.34 misses by $0.12 . Revenue of $403.4M (+12.7% Y/Y) beats by $8.83M . More on Madison Square Garden Madison Square Garden Sports: Don't Count On Forbes Valuations Madison Square Garden Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Madison Square Garden Historical earnings data for Madison Square Garden Financial information for Madison Square Garden

银行是春节前派现的主力。 春节前最后几个交易日里，近20家沪市公司将合计发放258亿元春节红包。从2025年12月起至春节前，沪市合计发放的分红金额合计将突破3476亿元。 其中，截至2月5日已经发放3218亿元。2月6日，兴业银行（601166.SH）超119亿元分红将会发放给A股投资者，每股派发现金红利0.565元(含税)。 银行是春节前派现的主力。1月以来，兴业银行、江苏银行（600919.SH）、邮储银行（601658.SH，01658.HK）、招商银行（600036.SH，03968.HK）、光大银行（601818.SH）等9家沪市银行发布了2025年半年度A股分红派息的实施公告，合计派发近700亿元。 1月16日，招商银行首次向A股投资者洒下中期“红包雨”。根据公告，此次招商银行A+H股合计派发现金红利约255.48亿元（含税），其中派发A股现金红利约208.97亿元（含税），分红比例达到35%。 从整个银行业中期分红情况来看，6家国有大行发放的“红包”金额稳居前列，共计派发中期现金红利2046.57亿元，分红比例均超过30%，其中工商银行（601398.SH，01398.HK）的中期分红高达503.96亿元。 在业内看来，银行股在分红节奏和分红频次上的变化，成为“春节前分红”政策落地的一个直观体现，让投资者更早、更清晰地看到现金回报，无疑是一种对于投资者持股感受的提升与优化。 除了银行业外，还有较多传统行业公司在春节前向投资者发放现金红包，包括长江电力（600900.SH）、达仁堂（600329.SH）等在内的多家公司将在春节前最后一周内发放现金红包。 其中，长江电力将于2月12日发放2025年中期分红，合计派发超过51亿元。该公司自2016年在国内率先做出10年期高比例现金分红承诺。根据承诺，2016年至2020年每年每股现金分红不低于0.65元；2021年至2025年每年现金分红比例不低于当年净利润的70%。近五年，长江电力现金分红金额总计达976.90亿元。 2月4日晚间，达仁堂也发布了2025年季度权益分派实施公告，将每股派发现金红利2.45元（含税），共计派发现金红利18.87亿元，上述“红包”将于2月12日到账。该公司自 2001 年上市以来，已累计现金分红 51.17 亿元，平均分红率 50.69%，派息融资比414.01%。 建发股份（...

kim willems/iStock Editorial via Getty Images Introduction Celanese ( CE ) has long been a name I've avoided because of high leverage following its acquisition of the Mobility & Materials (M&M) business from Dupont ( DD ). Since that deal, Celanese has struggled with high leverage and that problem compounded when the acetyl chain business started to suffer. Since my first article on the company where I warned investors to stay clear of the name, shares have subsequently declined almost 60% over a period of a year and a half. As the business stands today, I think the valuation compensates investors for some of the near-term risks and so even though both the Engineered Materials and Acetyl chain businesses have some headwinds facing them, the bottom line is that margins are likely to stabilize here and the company has since made good progress on deleveraging and cost cutting. Q3'25 Results Back in November, Celanese reported a mixed Q3’25 that had more positives than negatives. On revenues, while the company’s top line of $2.42 billion missed estimates slightly by $93 million , down 8.6% year over year, Celanese has been navigating a difficult demand environment. Compared to last year, the company’s 8.6% drop was driven by a 6% drop in volumes and a 4% decrease in pricing. On a sequential basis, revenues were down 4% due to a 4% drop in volumes and a 1% price reduction. Seeking Alpha Given the ongoing volume declines, there’s been somewhat of an ongoing industrial slowdown. For example. In the Engineered Materials segment, Celanese’ revenue was just shy of $1.4 billion in net sales, a 7% lower compared to last year. Weaker demand hit higher-volume standard-grade engineered thermoplastics (POM, nylon, GUR, and polyester) harder, given their greater market exposure, while thermoplastic elastomers held up better and even captured pockets of growth. Margin performance in the segment was a highlight. EBITDA margins expanded to 23.0% from 22.5% sequentially, thanks to impro...

The social media stock has been on an incredible run. Meta Platforms (META 3.24%) continues to give investors reasons to cheer. The business reported impressive revenue growth of 24% in the fourth quarter of 2025 (ended Dec. 31), with earnings per share beating analyst estimates. Shares were immediately higher following the announcement. Meta is on a hot streak. The social media stock has rocketed 387% higher in the past three years (as of Jan. 30). Excitement and optimism are ruling the narrative. Is it possible that Meta shares change course and plunge in 2026? Investors should heed one warning. But there's also a reason to remain bullish. Meta stock's pattern is clear Investors have heard that past performance provides no indication of results going forward. However, it's insightful if you look at Meta's stock chart. Shares fell 26% in 2018. They then proceeded to post double-digit gains in each of the following three years. The stock dropped 64% in 2022, followed by double-digit returns in each of the next three years. Based on this cycle, Meta is due for a pullback in 2026. Simply based on the price chart, a decline would not be surprising, especially after such a monster performance. Capital expenditures are ballooning Turning our attention to the fundamentals, Meta revealed plans for $115 billion to $135 billion in capital expenditures (capex) this year. At the midpoint, this implies a notable 74% gain from the $72 billion allocated in 2025. Just to shine light on how much the company's spending has risen, Meta's capex in 2021 totaled just $19 billion. The business is putting all its chips on the table. Founder and CEO Mark Zuckerberg is betting big on artificial intelligence (AI). Building data centers is a priority, an initiative called Meta Compute. It's also developing a new large language model called Avocado. "Our vision is building personal superintelligence," he said on the Q4 2025 earnings call. I think investors should be concerned about this level ...

Key Points Meta shares dipped in 2018 and 2022, so a fall in 2026 would line up with recent trends. The company is raising its spending to build data centers and make progress toward superintelligence. Investors will find comfort knowing that the valuation isn't expensive. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) continues to give investors reasons to cheer. The business reported impressive revenue growth of 24% in the fourth quarter of 2025 (ended Dec. 31), with earnings per share beating analyst estimates. Shares were immediately higher following the announcement. Meta is on a hot streak. The social media stock has rocketed 387% higher in the past three years (as of Jan. 30). Excitement and optimism are ruling the narrative. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Is it possible that Meta shares change course and plunge in 2026? Investors should heed one warning. But there's also a reason to remain bullish. Meta stock's pattern is clear Investors have heard that past performance provides no indication of results going forward. However, it's insightful if you look at Meta's stock chart. Shares fell 26% in 2018. They then proceeded to post double-digit gains in each of the following three years. The stock dropped 64% in 2022, followed by double-digit returns in each of the next three years. Based on this cycle, Meta is due for a pullback in 2026. Simply based on the price chart, a decline would not be surprising, especially after such a monster performance. Capital expenditures are ballooning Turning our attention to the fundamentals, Meta revealed plans for $115 billion to $135 billion in capital expenditures (capex) this year. At the midpoint, this implies a notable 74% gain from the $72 billion allocated in 2025. Just to shine light on how much the company's spending has risen, Meta's capex in 2021 totaled just $19 billion. The busine...

Will Meta Platforms Stock Plunge in 2026? 1 Warning and 1 Reason to Be Optimistic. Yahoo Finance Down About 10% in Less Than a Week, Is Meta Platforms Stock a Buy? The Motley Fool AI Is Transforming Meta (NASDAQ:META) Seeking Alpha Could Meta Platforms Stock Hit $1,000 in 2026? Barchart.com Jim Cramer on Meta: “All I Hear About Is How It’s Just an Advertising Company With a Pair of Ray-Bans” Yahoo Finance Meta Platforms: Moving Beyond Ads (NASDAQ:META) Seeking Alpha Meta: When AI Actually Generates ROI Seeking Alpha Despite Nearing a $2 Trillion Market Cap, Meta Platforms Just Missed a Golden Opportunity The Motley Fool Meta's Valuation Needs A Reality Check (NASDAQ:META) Seeking Alpha

These Stocks Are Today’s Movers: Alphabet, Qualcomm, Broadcom, AMD, Arm, Bristol Myers, Amazon, and More Barron's

美国1月挑战者企业裁员人数10.8万，创2009年以来同期最高。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Dragon Claws/iStock via Getty Images U.S.-based employers announced 108K job cuts in January, the highest for the month since 2009 and the highest monthly total since October 2025, according to data released by Challenger, Gray & Christmas on Thursday. The January announcements jumped 118% from January 2025 and 205% from the 36K job cuts announced in December. "Generally, we see a high number of job cuts in the first quarter, but this is a high total for January," Andy Challenger, the firm's chief revenue officer, said. "It means most of these plans were set at the end of 2025, signaling employers are less than optimistic about the outlook for 2026." Hiring plans remained moribund, with plans announced for 5,306 jobs, the lowest total for the month since Challenger started tracking hiring plans in 2009. The hiring plans declined 49% from December's 10,496 and 13% from January 2025's 6,089 figure. The data suggests that the U.S. labor market continues to soften. On Thursday, ADP estimated that only 22K jobs were created in the private sector in January, about half of the consensus estimate. The reasons for the job cuts include contract loss (30,784); market and economic conditions (28,392); restructuring (20,044); and closings (12,738). Artificial intelligence accounted for 7,624, or 7%, of the January job cuts. By industry sector, transportation led the job cut announcements with plans for 31,243 cuts, primarily from UPS ( UPS ) eliminating 30K jobs as it winds down its partnership with Amazon ( AMZN ). Technology followed with 22,291 job cuts in January, with most coming from Amazon ( AMZN ), which announced 16K cuts as it streamlines its layers of management. Health care companies and health care product manufacturers, including hospitals, reported plans for 17,107 job cuts last month, the most for the industry since April 2020, when 19,453 job cuts were recorded. "Healthcare providers and hospital systems are grappling with inflation and high labor costs," Challe...

BT lost more than 200,000 broadband customers in the last three months of 2025 and profits fell sharply, mainly linked to its shared ownership of the pay TV broadcaster TNT Sports. The telecoms company said that in the third quarter of its financial year, 210,000 customers left Openreach, its wholesale broadband network, and that it expected to lose a total of 850,000 broadband customers in its full financial year. That was down from previous guidance of 900,000. BT said revenues fell by 4% to £5bn in the quarter, while pre-tax profits slumped 57% year on year to £183m. The company said £214m of the £244m year-on-year drop in profits related to its share of losses at TNT Sports, which it co-owns with Warner Bros Discovery (WBD). The BT chief executive, Allison Kirkby, said the company remained on track to meet its financial forecasts for the year. Shares were down 1% on Thursday. Meanwhile shares in Vodafone fell more than 6% after the telecoms company reported that revenue missed expectations in its third quarter of trading to 31 December. In the UK, where the company is forging ahead with the integration of Vodafone with rival Three, revenue fell 0.5%. The UK operation, VodafoneThree, lost 73,000 mobile contract customers in the quarter, primarily driven by “very low-value” customers in its business-focused division. The company added that it continued to lose customers at Three but customer retention and loyalty was rapidly improving. Margherita Della Valle, the chief executive of Vodafone group, said the customer churn rate at Three UK had improved by 3.1 percentage points in the six months since completing the takeover deal. She added that across all of the company’s brands, which include Voxi and Smarty, churn reduced by 1.7 percentage points year on year.

Robert Way Estee Lauder ( EL ) reported revenue rose 5.8% year-over-year in FQ2 to $4.23B to miss the consensus estimate by a narrow margin. Organic sales increased 4% during the quarter. Notably, the company achieved prestige beauty share gains for the quarter in some key markets, including Mainland China, with a second consecutive quarter of double-digit retail sales growth and continued share gains, driven by every category. Volume share gains were also seen in the U.S. in total prestige beauty. The strongest growth by product was fragrance (+9%) and skin care (+7%), while makeup (+1%) lagged. Non-GAAP EPS of $0.89 beat the consensus estimate of $0.83 and was higher than last year's mark of $0.62. In terms of tariff impact, Estee Lauder ( EL ) pointed to an unfavorable impact of approximately $100 million on profitability, mostly in the second half, from currently enacted incremental tariffs, net of the company's planned mitigation strategies. Looking ahead, Estee Lauder ( EL ) sees FY26 revenue of $14.76B to $15.04B (midpoint $14.90) vs. $14.98 consensus. Full-year EPS is expected to land in a range of $2.05 to $2.25 (midpoint $2.15) vs. $2.19 consensus. "We raise our fiscal 2026 outlook confident in the strength of our turnaround, even as our second half reflects previously expected headwinds and now-greater consumer-facing investments, as we expect to restore organic sales growth and expand our operating margin for the first time in four years," stated CEO Stéphane de La Faverie. RBC Capital analyst Nik Mondi stayed positive on the cosmetics stock following the report. "We believe that there is further upside to EL stock from current levels as the company's turnaround progresses and leverage from the PRGP program shines brighter as the topline stabilizes. While there remains work to be done and the operating environment is still dynamic, we believe EL's 2026 guidance is reasonable and puts the company in a position to achieve the goals it has set for itself," ...