msft MSFT Stock Resumes Downtrend as Weak Hardware and Gaming Outweigh Microsoft’s Q2 Earnings A cautious post-results reaction indicates that investors are still doubting how quickly growth will transfer into sustained profitability.. Written by: Skerdian Meta • • 3 min read • Quick overview Microsoft's earnings showed strong revenue and adjusted earnings, but the stock fell sharply post-results,...
msft MSFT Stock Resumes Downtrend as Weak Hardware and Gaming Outweigh Microsoft’s Q2 Earnings A cautious post-results reaction indicates that investors are still doubting how quickly growth will transfer into sustained profitability.. Written by: Skerdian Meta • • 3 min read • Quick overview Microsoft's earnings showed strong revenue and adjusted earnings, but the stock fell sharply post-results, indicating investor skepticism about sustainable profit growth. The Intelligent Cloud division performed well, with revenue growth reinforcing Microsoft's position in enterprise cloud infrastructure, but concerns linger about Azure's ability to accelerate growth. Despite solid forward indicators and resilient enterprise demand, weaknesses in gaming and hardware segments added to investor caution regarding Microsoft's overall growth narrative. Heavy investments in AI infrastructure are seen as a long-term opportunity but are currently weighing on margins, leading to a cautious market reaction. Live MSFT Chart 0.0000 MARKETS TREND [[MSFT-graph]] A cautious post-results reaction indicates that investors are still doubting how quickly growth will transfer into sustained profitability, despite Microsoft’s rapid recovery into earnings on renewed optimism about AI. A Sharp Reset Sets the Stage Microsoft’s share price has undergone a meaningful correction over the past three months, marking a clear shift in market tone. After reaching record highs above $555 in October, the stock reversed sharply, losing more than $100 at its weakest point and briefly slipping below $440 last week. That drawdown reflected rising concerns around valuation, mounting AI-related costs, and uncertainty over when heavy capital investment would begin to materially boost margins. The pullback was notable not just for its size, but for what it represented: a reassessment of Microsoft’s premium status at a time when investors are becoming less forgiving toward large-cap growth names priced for near-perfect ...
CRWV Stock $10 Down as Nvda Investment Hype Fades – Back Below $100 or Up to $150? Despite CoreWeave's remarkable start to 2026 rekindling interest in infrastructure, leverage, capital burn, and execution risk continue... Written by: Skerdian Meta • • 4 min read • Quick overview CoreWeave has rebounded sharply in 2026, recovering from a significant market value loss in 2025, driven by renewed opti...
CRWV Stock $10 Down as Nvda Investment Hype Fades – Back Below $100 or Up to $150? Despite CoreWeave's remarkable start to 2026 rekindling interest in infrastructure, leverage, capital burn, and execution risk continue... Written by: Skerdian Meta • • 4 min read • Quick overview CoreWeave has rebounded sharply in 2026, recovering from a significant market value loss in 2025, driven by renewed optimism in AI infrastructure. Nvidia's deepened partnership and substantial investment in CoreWeave have bolstered market confidence, despite ongoing concerns about the company's leverage and cash burn. While CoreWeave's revenue growth is impressive, its increasing net losses and high capital expenditures raise questions about long-term financial sustainability. Investor sentiment remains cautious, as the company's debt structure and operational risks could impact its ability to deliver consistent returns. Despite CoreWeave’s remarkable start to 2026 rekindling interest in AI infrastructure, leverage, capital burn, and execution risk continue to jeopardize Nvidia’s long-term investment rationale. A Rebound That Few Expected CoreWeave entered 2026 with momentum that sharply contrasted its painful collapse in the prior year. After losing roughly two-thirds of its market value through the second half of 2025, the stock staged an aggressive rebound, climbing above $100 and posting nearly a 30% gain in just one week. The rally was initially fueled by renewed enthusiasm across the AI complex following a positive earnings surprise from TSMC, which reignited confidence in hardware demand and compute infrastructure. That macro tailwind provided fertile ground for beaten-down AI names—and CoreWeave was among the biggest beneficiaries. Yet while price action has improved, the fundamental questions that drove last year’s selloff have not disappeared. Nvidia’s Vote of Confidence Lifts Sentiment Momentum accelerated further after Nvidia deepened its partnership with CoreWeave, announcing pl...
Seventh Consecutive Year of South American Reserves Growth With Over 100% Reserve Replacement PDP and 2P World Class Resource Base Captured Including 2P Reserves of 258 MMBOE 1P and 2P Reserve Life Index of 8 and 15 Years, Respectively Net Present Value Before Tax Discounted at 10% of $1.5 Billion (1P), $2.5 Billion (2P), and $3.3 Billion (3P) Net Asset Value per Share of $22.63 Before Tax and $13...
Seventh Consecutive Year of South American Reserves Growth With Over 100% Reserve Replacement PDP and 2P World Class Resource Base Captured Including 2P Reserves of 258 MMBOE 1P and 2P Reserve Life Index of 8 and 15 Years, Respectively Net Present Value Before Tax Discounted at 10% of $1.5 Billion (1P), $2.5 Billion (2P), and $3.3 Billion (3P) Net Asset Value per Share of $22.63 Before Tax and $13.62 After Tax (1P), and $51.09 Before Tax and $31.19 After Tax (2P) Unrisked 2C Resources of 74 MMBOE (Glauconitic) and 118 MMBOE Unrisked Mean Prospective Resources (Colombia and Ecuador) 1 Significant Unbooked Upside Potential Canadian Long-Term Gas1 CALGARY, Alberta, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Gran Tierra Energy Inc. (“Gran Tierra” or the “Company”) (NYSE American:GTE)(TSX:GTE)(LSE:GTE), an independent international energy company focused on oil and natural gas exploration and production in Canada, Colombia and Ecuador, today announced the Company’s 2025 year-end reserves and specified resources as evaluated by the Company’s independent qualified reserves evaluator McDaniel & Associates Consultants Ltd. (“McDaniel”) in separate reports each with an effective date of December 31, 2025. See “Disclosure of Oil and Gas Information” for more information. All dollar amounts are in United States (“U.S.”) dollars and all reserves and production volumes are on a working interest before royalties (“WI”) basis (net). Reserves are expressed in barrels (“bbl”), millions of barrels (“MMBBL”), bbl of oil equivalent (“boe”) or million boe (“MMBOE”), while production is expressed in boe per day (“BOEPD”), unless otherwise indicated. Gary Guidry, President and Chief Executive Officer of Gran Tierra, commented: “Our 2025 year-end reserves and resources results reinforce the underlying strength and optionality of our asset base. As a result of exploration success and asset performance, we achieved greater than 100% reserve replacement in South America on both a proved developed produ...
Earnings Call Insights: Deluxe Corporation (DLX) Q4 2025 Management View Barry McCarthy, President and CEO, highlighted "comparable adjusted EBITDA expanded more than 6% at the top of our value creation framework with organic revenue growing 1%. 2025 was the third consecutive year with EBITDA growing faster than revenue, demonstrating our ability to scale profits." He further noted, "Comparable ad...
Earnings Call Insights: Deluxe Corporation (DLX) Q4 2025 Management View Barry McCarthy, President and CEO, highlighted "comparable adjusted EBITDA expanded more than 6% at the top of our value creation framework with organic revenue growing 1%. 2025 was the third consecutive year with EBITDA growing faster than revenue, demonstrating our ability to scale profits." He further noted, "Comparable adjusted EPS grew 13% and operating income increased by 23%." McCarthy emphasized the accelerated transformation: payments and data now account for 47% of revenue, up from 43% a year ago and around 30% in early 2021, with these segments growing 12% in Q4 and 10% for the full year. He stated, "We expect to achieve our strategic goal of payments and data achieving revenue parity with the print businesses later this year, delivering on our promise of transforming Deluxe into a payments and data company." McCarthy underlined the data segment's growth, reporting "Data segment... expanding its revenue by just over 30% year-over-year," and described Deluxe's application of generative AI in its marketing data lake and analytics. For Deluxe Merchant Services (DMS), he highlighted the introduction of Deluxe Fast Funds, a new collaboration with Visa Direct, and stated, "We remain encouraged with our prospects spanning both our direct go-to-market channels and through key partnerships, including our robust network of FI partners and embedded software integrations across market verticals." McCarthy also pointed to ongoing cost discipline, stating, "We reduced overall SG&A expenses by roughly $40 million over the full year 2025 horizon. This reflected an improvement of more than 4% year-over-year." He summarized, "Our 2025 results demonstrate clear progress on all three concurrent strategic priorities: one, shifting the mix towards payments and data; two, driving operating efficiencies; and three, increasing cash flow generation, driving reduction of debt and improving our leverage ratio."...
(RTTNews) - The Indonesia stock market emphatically ended the two-day winning streak in which it had risen almost 30 points or 0.4 percent. The Jakarta Composite Index now sits just above the 8,320-point plateau although it's likely to bounce back on Thursday. The global forecast for the Asian markets is soft amid geopolitical concerns, although support from gold and oil figure to limit the downsi...
(RTTNews) - The Indonesia stock market emphatically ended the two-day winning streak in which it had risen almost 30 points or 0.4 percent. The Jakarta Composite Index now sits just above the 8,320-point plateau although it's likely to bounce back on Thursday. The global forecast for the Asian markets is soft amid geopolitical concerns, although support from gold and oil figure to limit the downside. The European markets were down and the U.S. bourses were mixed and flat and the Asian markets figure to split the difference. The JCI finished sharply lower on Wednesday with damage across the board after index provider MSCI warnings on transparency and investability. For the day, the index plummeted 659.67 points or 7.35 percent to finish at 8,320.56 after trading between 8,187.73 and 8,596.17. Among the actives, Bank CIMB Niaga retreated 1.65 percent, while Bank Mandiri contracted 5.20 percent, Bank Danamon Indonesia tumbled 3.15 percent, Bank Negara Indonesia skidded 1.33 percent, Bank Central Asia cratered 6.33 percent, Bank Rakyat Indonesia and Semen Indonesia both surrendered 6.02 percent, Indosat Ooredoo Hutchison plunged 10.57 percent, Indocement shed 0.71 percent, Indofood Sukses Makmur rallied 2.24 percent, United Tractors dropped 2.82 percent, Astra International sank 1.98 percent, Energi Mega Persada plummeted 14.97 percent, Astra Agro Lestari stumbled 4.21 percent, Aneka Tambang tanked 4.12 percent, Vale Indonesia slumped 6.25 percent, Timah lost 10.93 percent and Bumi Resources cratered 14.53 percent. The lead from Wall Street is of little help as the major averages opened higher on Wednesday but tailed off and hugged the line, finishing mixed and little changed. The Dow rose 12.19 points or 0.02 percent to finish at 49,015.60, while the NASDAQ added 40.35 points or 0.17 percent to close at 23,857.45 and the S&P 500 dipped 0.57 points or 0.01 percent to end at 6,978.03. The choppy trading on Wall Street continued after the Federal Reserve announced its wid...
winhorse/iStock Unreleased via Getty Images Introduction Last time I covered LVMH Moët Hennessy - Louis Vuitton ( LVMHF ) ( LVMUY ), I downgraded them to a Hold after the risk-reward deteriorated following the stock rising ~25% despite macro pressure rising and potentially delaying the company’s recovery, while their previous results certainly did not help. Despite an overall solid Q4 2025 report ...
winhorse/iStock Unreleased via Getty Images Introduction Last time I covered LVMH Moët Hennessy - Louis Vuitton ( LVMHF ) ( LVMUY ), I downgraded them to a Hold after the risk-reward deteriorated following the stock rising ~25% despite macro pressure rising and potentially delaying the company’s recovery, while their previous results certainly did not help. Despite an overall solid Q4 2025 report that continued to prove their resilience and strong execution, the stock continues to trade at overall elevated valuations that leave little room for error in an uncertain market, which is why I’ll continue rating LVMH a Hold, for now. Internal Developments LVMH Moët Hennessy - Louis Vuitton IR Q4 and 2025 were not bad overall, delivering what the company called “solid performance in a disrupted global economic and geopolitical environment,” while the organic revenue was nearly flat, with modest growth in watches & jewelry and selective retailing offsetting the decline in wines & spirits and fashion. LVMH Moët Hennessy - Louis Vuitton IR As we can see, the weakness in Asia and especially Japan improved in Q4, although the overall results were still marked by the significant drops seen earlier in 2025, while the US and Europe were relatively flat in terms of organic revenue, but the company remains confident in their ability to continue improving in 2026 despite the uncertain environment. LVMH Moët Hennessy - Louis Vuitton IR Regarding the free cash flow, we can see a strong €14.3 billion, a solid improvement compared to €13.39 billion in 2024 and €10.92 billion in 2023, highlighting an overall strong performance and even resilience despite the weak environment, with the company rapidly cutting their CAPEX significantly in response to the environment. LVMH Moët Hennessy - Louis Vuitton IR Financially, based on LVMH’s latest report , we see an overall strong position, with the current assets covering their current liabilities and their long-term borrowings combined, with thei...
Amazon.com Inc (NASDAQ:AMZN) is shutting down the lab and funding the battlefield. After years of experimenting with Amazon Fresh and Amazon Go, CEO Andy Jassy is pulling the plug on the underperformers and redirecting capital toward a 100-store Whole Foods expansion and a new physical "retail supercenter" concept. For investors, this isn't about retail aesthetics—it's about capital discipline and...
Amazon.com Inc (NASDAQ:AMZN) is shutting down the lab and funding the battlefield. After years of experimenting with Amazon Fresh and Amazon Go, CEO Andy Jassy is pulling the plug on the underperformers and redirecting capital toward a 100-store Whole Foods expansion and a new physical "retail supercenter" concept. For investors, this isn't about retail aesthetics—it's about capital discipline and margin strategy. Amazon Fresh was expensive to run, slow to scale, and failed to meaningfully dent Walmart Inc's (NYSE:WMT) core grocery share. Killing it frees up capital for formats that actually move volume. Don't Miss: The Perishables Breakthrough Fresh food has always been e-commerce's hardest category. Shipping a USB cable is easy. Shipping ripe produce is not. Amazon says it has cracked the problem. Same-day perishable sales have reportedly grown 40x since early 2025, with ultra-fast delivery pushing staples like milk and eggs to doorsteps in as little as 30 minutes. Whole Foods stores are becoming high-margin logistics hubs, not just premium grocery aisles. For investors, that matters. Faster delivery increases frequency, basket size, and Prime stickiness—key drivers of lifetime customer value. The Supercenter Pivot In a strategic reversal, Amazon is now exploring its own big-box supercenter model—groceries, essentials, and general merchandise under one roof. It's the Walmart playbook, backed by Amazon's logistics and data stack. 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. Walmart built dominance on physical density. Amazon is now buying density—selectively, with higher-margin real estate. The Retail Arms Race Walmart still commands scale with 4,700+ U.S. stores. Amazon's bet is different: fewer stores, higher margins, and last-mile delivery economics layered on top. This pivot signals tighter capital allocation and a clearer retail thesis. Am...
The stock market witnessed a mixed performance today as the S&P 500 and the Nasdaq indices showed varied results. The Federal Reserve’s decision to maintain the federal funds rate at 3.5%–3.75% has kept investors on their toes. The economic activity continues to expand at a solid pace, with inflation remaining somewhat elevated, according to the Federal Open Market Committee’s latest statement. As...
The stock market witnessed a mixed performance today as the S&P 500 and the Nasdaq indices showed varied results. The Federal Reserve’s decision to maintain the federal funds rate at 3.5%–3.75% has kept investors on their toes. The economic activity continues to expand at a solid pace, with inflation remaining somewhat elevated, according to the Federal Open Market Committee’s latest statement. As investors await Fed Chair Jerome Powell‘s press conference, the market remains cautious amid political pressures on the central bank. The Department of Justice’s subpoenas related to Powell’s testimony have added to the tension. The Dow was little changed, up 0.02% at 49,015.60, as the Nasdaq added 0.17% to 23,857.44 and the S&P 500 dipped 0.01% to 6,978.03. These are the top stocks that gained the attention of retail traders and investors through the day: Meta Platforms Inc. (NASDAQ:META) Meta Platforms’ stock declined by 0.63%, closing at $668.73. The stock hit an intraday high of $677.68 and a low of $666.10, with a 52-week range of $796.25 to $479.80. In the after-hours trading, the stock shot up 6.6% to $713.06. For guidance, Meta projected first-quarter revenue of $53.5 billion to $56.5 billion and forecast full-year 2026 expenses of $162 billion to $169 billion, alongside capital expenditures of $115 billion to $135 billion, reflecting continued investment in infrastructure and AI initiatives. IBM’s stock saw a slight increase of 0.13%, closing at $294.16. The stock reached an intraday high of $295.95 and a low of $291.26, with a 52-week range of $324.90 to $214.50. IBM stock bounced up 7.7% to $316.85 in extended trading. IBM reported fourth-quarter revenue of $19.69 billion, topping estimates of $19.23 billion, while adjusted EPS of $4.52 also beat expectations. Revenue rose 12% year over year, led by Software growth of 14% and Infrastructure up 21%, reflecting strong mainframe demand. Looking ahead, IBM forecasts full-year 2026 revenue of $70.91 billion, above es...
A record share of the Japanese public now supports strengthening the country’s Self-Defence Forces, a new government survey shows, highlighting how sharply attitudes on national security have shifted amid Russia ’s war in Ukraine China ’s expanding military activities and rising tensions on the Korean peninsula Analysts said the shift reflects a growing sense that diplomacy and alliances alone may...
A record share of the Japanese public now supports strengthening the country’s Self-Defence Forces, a new government survey shows, highlighting how sharply attitudes on national security have shifted amid Russia ’s war in Ukraine China ’s expanding military activities and rising tensions on the Korean peninsula Analysts said the shift reflects a growing sense that diplomacy and alliances alone may no longer be sufficient to guarantee Japan’s security. According to a Cabinet Office survey conducted in November and December, 45.2 per cent of respondents said the size and capabilities of the Self-Defence Forces (SDF) “should be strengthened”, the highest level since the question was first asked. Advertisement That figure was up from 42 per cent in 2022, the last time the survey was conducted, and just 9 per cent in 1991, when the question was first added. By contrast, 49.8 per cent said the size and capabilities of the SDF should be maintained at current levels. In 1991, there was a gap of more than 50 percentage points between those who favoured expanding the SDF and those satisfied with existing defence arrangements. In the most recent poll, that gap had narrowed to just 4.6 percentage points. Japan’s Defence Minister Shinjiro Koizumi attends a new year military drill by the Ground Self-Defence Force’s 1st Airborne Brigade at the Narashino training ground in Funabashi, east of Tokyo, on January 11. Photo: Reuters According to the survey, the top concern among respondents was China’s military power and activities in the region, cited by 68.1 per cent, up 6.8 percentage points from the previous poll to a record high.
On January 13, the British-born corporate governance activist David Webb , who had made Hong Kong his home for the past 35 years, died. Like many who have come from near and far after finding success, he did much to contribute to our society and its fabric. Many of our city’s landmarks bear the philanthropic imprint of such immigrants, from our universities to our hospitals. David was able to do s...
On January 13, the British-born corporate governance activist David Webb , who had made Hong Kong his home for the past 35 years, died. Like many who have come from near and far after finding success, he did much to contribute to our society and its fabric. Many of our city’s landmarks bear the philanthropic imprint of such immigrants, from our universities to our hospitals. David was able to do some of the splendid work he did because of some of the characteristics of this city, which may not have many parallels in the Asia-Pacific region. As someone who loved Hong Kong, he was also concerned about its future direction amid fresh challenges from various quarters. What made possible the existence and magic of Webb-site.com, the database David established for public viewing, reflects some of the strengths of our city. Advertisement He was able to obtain and collate much of the information from publicly available sources, even if he had to spend many hours extracting and then presenting it in a more user-friendly form. After he published his reports on suspected corporate wrongdoings, they could be publicly reported and, when they came to the attention of the Securities and Futures Commission or law enforcement agencies, action would be taken. It did not matter who was responsible; no one was above the law. This is the meaning of equality before the law. Advertisement Ultimately, this resulted in better corporate governance, more efficient markets and a fairer society.
For generations of Hong Kong investors, Hang Seng Bank was never just a stock. It was a companion through decades of economic ascent, market turbulence and personal milestones. This is why the bank’s delisting on Tuesday after 53 years on the exchange has stirred something deeper than a routine corporate transaction would. It feels like the end of an era not because the numbers no longer add up bu...
For generations of Hong Kong investors, Hang Seng Bank was never just a stock. It was a companion through decades of economic ascent, market turbulence and personal milestones. This is why the bank’s delisting on Tuesday after 53 years on the exchange has stirred something deeper than a routine corporate transaction would. It feels like the end of an era not because the numbers no longer add up but because the memories still do. Consider the irony of this moment. The Hang Seng Index , the city’s undisputed financial barometer, now no longer contains Hang Seng Bank. It carries the name and is quoted in every news cycle, yet it is increasingly detached, in public perception, from the institution that created it. This development raises the question: what happens when Hong Kong’s most enduring financial symbols outlive their own origins? To understand the weight of this departure, one must return to the bank’s roots . Founded in 1933 as a modest money-changing business in Sheung Wan, Hang Seng Bank grew alongside the city’s improbable rise. It survived war, occupation and the kind of existential crises that wiped out weaker houses. In 1965, a banking panic triggered a run on deposits, and Hang Seng Bank lost a sixth of its holdings in a single day. It was rescued through a landmark intervention by HSBC, which stabilised the system while preserving Hang Seng’s independent, local identity. Advertisement That balance between global support and local autonomy became the bank’s DNA. Even after HSBC became its majority shareholder, Hang Seng Bank retained a distinct character. It focused on small businesses, middle-class households and a form of relationship banking that felt personal rather than imperial. For many customers, walking into a Hang Seng branch felt like coming home. Staff remembered names. Trust was built over decades. When the bank listed in 1972, it was among the earliest locally founded banks to do so. Over the next five decades, the stock code 0011 delivere...
Amgen may not have an approved GLP-1 treatment just yet, but that could change in the future. Eli Lilly (LLY 1.51%) is the most valuable healthcare company in the world, with a market cap of around $950 billion. In the past five years, the stock price has soared an incredible 400%, thanks in large part to the surging popularity of its GLP-1 drugs, Mounjaro (approved for diabetes) and Zepbound (app...
Amgen may not have an approved GLP-1 treatment just yet, but that could change in the future. Eli Lilly (LLY 1.51%) is the most valuable healthcare company in the world, with a market cap of around $950 billion. In the past five years, the stock price has soared an incredible 400%, thanks in large part to the surging popularity of its GLP-1 drugs, Mounjaro (approved for diabetes) and Zepbound (approved for weight loss). If you're worried you missed the boat on Eli Lilly, you shouldn't be, as there are other healthcare companies involved in the development of GLP-1 drugs, which could generate some strong growth in the future. One stock you'll want to keep an eye on is Amgen (AMGN 2.59%). Why Amgen could be an underrated stock in the GLP-1 race Amgen is developing a promising GLP-1 drug, MariTide, which is an injectable treatment that can be taken just once a month. Mounjaro and Zepbound are both weekly injectables. And while there is excitement around pills, those typically need to be taken on a daily basis. MariTide may offer a more convenient option for people. Amgen CEO Bob Bradway says the data suggests it may even need to be less frequently -- perhaps on a quarterly basis. While many people may prefer pills over injectables, if using MariTide means just using the treatment four times a year, that might be a preferred option for a big slice of the market. In clinical trials, MariTide has shown that it can help people lose up to 20% of their body weight over a 52-week period, which is comparable to the currently approved GLP-1 treatments. Expand NASDAQ : AMGN Amgen Today's Change ( -2.59 %) $ -9.10 Current Price $ 342.22 Key Data Points Market Cap $189B Day's Range $ 340.00 - $ 351.95 52wk Range $ 261.43 - $ 353.25 Volume 2.3M Avg Vol 2.9M Gross Margin 70.47 % Dividend Yield 2.71 % Amgen is a fairly valued stock that could have plenty of room to run If MariTide, which is currently in phase 3 trials, ends up obtaining approval, there could be a ton of upside for Am...