Microsoft $MSFT stock plummeted almost 10% on Thursday, a steep drop the day after the tech giant reported earnings that saw the company shed a whopping $357 billion from its market capitalization. Shares fell 9.99% on the day. It was the stock's worst day since 2020, CNBC reports. Shares were only up slightly in after-hours trading late Thursday. In its earnings release on Wednesday, Microsoft reported doing exactly what Big Tech keeps promising it can do: spend like the future has a delivery deadline and still put up clean numbers. The company keeps proving that demand for cloud and AI services is real, broad, and growing at scale. But investors are worried about how expensive it is to keep that engine running — and how quickly the payoff will show up where it counts. In its latest quarter, Microsoft posted $81.3 billion in revenue (up 17%) and $4.14 in non-GAAP EPS (up 24%); analysts were looking for about $3.91 in adjusted EPS on roughly $80.3 billion in revenue. Azure growth stayed hot at 39%, essentially matching expectations. But the stock took a hit anyway, initially sliding more than 7% in after0-hours trading on Wednesday before extending that to its 10% drop during regular trading on Thursday. Along with a brutal day for software stocks, Microsoft 's wipeout helped drag down the tech-heavy Nasdaq $NDAQ about 0.7% for the day. Microsoft pegged capex around $37.5 billion for the quarter, ahead of what the Street had modeled — and investors are still arguing over whether cloud growth is being constrained by capacity or just cooling toward something more normal. The company’s framing is straightforward: AI is diffusing fast, and Microsoft is already selling the picks, shovels, and the permit office. “We are only at the beginning phases of AI diffusion, and already Microsoft has built an AI business that is larger than some of our biggest franchises,” Satya Nadella said in the company's earnings release. —Shannon Carroll contributed to this article.

Investing.com -- Apple (NASDAQ:AAPL) on Thursday comfortably beat profit and revenue expectations for its fiscal Q1 2026, as the tech behemoth saw its best quarterly iPhone sales growth performance in over four years. iPhone sales jumped 23.3% Y/Y to $85.27 billion, marking the biggest increase since Q4 2021. Shares of the world’s third-largest company rose 1.1% in extended trading. Consumers have embraced the company’s latest iPhone 17 models, especially the premium Pro devices, helping Apple gain a leading 20% of the global smartphone market share in 2025, up from 18% in 2024. The strong iPhone revenue performance comes at a time when Apple, like many other smartphone players, is grappling with memory chip crunch issues. Apple rival Samsung Electronics (KS:005930) earlier on Thursday said the chip shortage would continue for the time being. The surging iPhone sales will also likely be a relief for investors, amid concerns over the lack of visibility in Apple’s AI ambitions in terms of being a revenue driver. “We believe Apple’s growth strategy in the next few years could continue to be new form factors and new products, as AI’s commercialization and monetization remains challenging. Not only is the AI use case not clear for consumers, rapidly rising memory prices would likely make any edge AI applications harder to financially justify in the next two years,” Jefferies analysts led by Edison Lee had said in an earnings preview note on Monday. Looking at the quarterly numbers, Apple earned $2.84 per share on revenue of $143.76 billion for the three months December 27, 2025. Analysts had been expecting a profit of $2.68 per share on revenue of $138.40 billion. Sales of Mac fell 6.7% Y/Y to $8.39 billion, while revenue from iPad improved 6.3% Y/Y to $8.60 billion. Apple’s wearables, home and accessories segment saw a revenue decline of 2.2% Y/Y to $11.49 billion. Apple’s Services segment, which includes online subscriptions such as iCloud, Apple Music, as well as fees...

Micron Technology Options Spot-On: On January 29th, 515.22K Contracts Were Traded, With 2 Million Open Interest 富途牛牛

(RTTNews) - Selective Insurance Group Inc (SIGI) announced earnings for its fourth quarter that Increases, from the same period last year The company's bottom line came in at $152.9 million, or $2.52 per share. This compares with $93.2 million, or $1.52 per share, last year. Excluding items, Selective Insurance Group Inc reported adjusted earnings of $156.2 million or $2.57 per share for the period. The company's revenue for the period rose 8.7% to $1.365 billion from $1.256 billion last year. Selective Insurance Group Inc earnings at a glance (GAAP) : -Earnings: $152.9 Mln. vs. $93.2 Mln. last year. -EPS: $2.52 vs. $1.52 last year. -Revenue: $1.365 Bln vs. $1.256 Bln 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.

Coveo Solutions press release ( CVO:CA ): Q3 GAAP EPS of -$0.08. Revenue of $38M. More on Coveo Solutions Coveo Solutions Inc. 2026 Q2 - Results - Earnings Call Presentation Coveo announces Karine Hamel as interim CFO and Q3 2026 guidance Seeking Alpha’s Quant Rating on Coveo Solutions Historical earnings data for Coveo Solutions Financial information for Coveo Solutions

Gold (GC=F) hovered near $5,400 after falling from a high north of $5,600 per ounce on Thursday while silver (SI=F) steadied after a choppy session as the precious-metals rally paused. The volatility came alongside a wider sell-off in the stock market on Thursday with tech declining following Microsoft's (MSFT) quarterly results. The rapid rally in precious metals faced resistance as the US dollar (DX-Y.NYB) rebounded from its lowest level since early 2022. “The continued surge across metals, especially gold and silver, is entering a dangerous phase, in my opinion,” Ole Hansen, head of commodity strategy at Saxo Bank, said on Thursday. “The problem is volatility feeding on itself. As price swings intensify, liquidity thins,” he added. Gold prices had risen roughly 20% year to date as the greenback weakened against other currencies. Read more: How to invest in gold in 4 steps Just last week, Goldman Sachs analysts set a year-end price target of $5,400 for gold, with a potential upside risk due to increased participation from private-sector investors. The precious metal rallied past $5,500 on Wednesday after the Federal Reserve held rates steady, with commentary from Fed Chair Jerome Powell doing little to stop the dollar's slide. “I see this as a sign that conviction levels in the Dollar-down trade are high,” Robin Brooks, senior fellow at the Brookings Institution, wrote in a note on Thursday before gold's descent. He noted that "the weak Dollar is super-charging the debasement trade.” A gold jeweler weighs gold bars for sale in Bangkok, Thailand, Thursday, Jan. 29, 2026. (AP Photo/Sakchai Lalit) · ASSOCIATED PRESS Silver topped $120 per ounce before paring gains on Thursday. The precious metal is up roughly 50% year to date, following a stunning rally in 2025. "Silver prices have already significantly overshot our forecasted averages, though calling a top is close to impossible in markets displaying near-parabolic price momentum," JPMorgan analysts noted earlier th...

Earnings Call Insights: Oshkosh Corporation (OSK) Q4 2025 Management View John Pfeifer, President and CEO, described Oshkosh's showcase at the CES show in Las Vegas, highlighting advancements in robotics, autonomy, AI, connectivity, and electrification. He emphasized "our strategy to shift from providing equipment that enables jobs at height to offering equipment that executes jobs autonomously." Pfeifer noted technology demonstrations, including a modular airport robot platform and a racetrack-inspired Collision Avoidance Mitigation System (CAMS), with the latter receiving a CES Picks Award. Pfeifer reported, "For the year, we posted revenue of $10.4 billion, leading to adjusted operating income of just over $1 billion and adjusted earnings per share of $10.79." He attributed the results to effective tariff management, cost controls, and leadership strengthening. The CEO stated the 2026 outlook expects "adjusted EPS in the range of $11.50," with growth driven by the vocational segment and NGDV ramp-up in Transport, offset by anticipated softness in Access. Significant segment highlights included strong Access orders over $1.7 billion and a book-to-bill ratio of 1.5, ongoing strength in fire apparatus, and continued airport product growth. Pfeifer confirmed, "Our backlog for the Vocational segment of more than $6.6 billion provides excellent visibility." The Transport segment transformation was noted, with Steve Nordlund joining as segment President and NGDV deliveries surpassing 5,000 units and 10 million miles driven. Matthew Field, CFO, stated, "Consolidated sales in the fourth quarter were nearly $2.7 billion, an increase of $91 million or 3.5% from the same quarter last year, primarily due to improved pricing in the Vocational segment and higher sales volume in the Access segment." Field also reported, "Adjusted operating income was $226 million, down about $20 million from the prior year, primarily due to unfavorable product mix and higher manufacturing overhe...

Amazon stock slips after report of a mega OpenAI check — what AMZN investors watch next TechStock²

(RTTNews) - Weyerhaeuser Co (WY) reported earnings for fourth quarter that Dropped, from last year The company's earnings totaled $74 million, or $0.10 per share. This compares with $81 million, or $0.11 per share, last year. The company's revenue for the period fell 9.8% to $1.541 billion from $1.708 billion last year. Weyerhaeuser Co earnings at a glance (GAAP) : -Earnings: $74 Mln. vs. $81 Mln. last year. -EPS: $0.10 vs. $0.11 last year. -Revenue: $1.541 Bln vs. $1.708 Bln 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.

(RTTNews) - Apple Inc. (AAPL) revealed earnings for its first quarter that Increased, from the same period last year The company's bottom line totaled $42.097 billion, or $2.84 per share. This compares with $36.330 billion, or $2.40 per share, last year. The company's revenue for the period rose 15.7% to $143.756 billion from $124.300 billion last year. Apple Inc. earnings at a glance (GAAP) : -Earnings: $42.097 Bln. vs. $36.330 Bln. last year. -EPS: $2.84 vs. $2.40 last year. -Revenue: $143.756 Bln vs. $124.300 Bln 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.

Moussa81/iStock via Getty Images OR Royalties ( OR ) said Thursday it acquired an additional 1% net smelter return royalty covering the Namdini gold mine in Ghana, obtaining Savannah Mining's remaining 50% interest in the 2% NSR royalty, for total consideration of as much as $103.5M. OR Royalties ( OR ) said it made an initial $28.5M payment upon closing with an additional $70M payment upon certain milestones, which are expected to occur over the next two quarters. Gold production at Namdini began in H1 2025, with the mine in the final phases of a ramp-up towards peak output of ~360K oz/year over the first three years as well as an expected average of 287K oz/year of gold over an initial 15-year life of mine. The Namdini mine is an open-pit gold mine operated by Shandong Gold ( SDGMF ). More on OR Royalties OR Royalties: Debt-Free Compounder With Upside OR Royalties Analyst/Investor Day - Slideshow Seeking Alpha’s Quant Rating on OR Royalties

Apple Inc. Profit Advances In Q1 Nasdaq

当地时间1月29日，日本“继承和发展村山谈话会”在东京举行集会。与会人士指出，台湾问题属于中国内政，要求日本首相高市早苗尽快撤回错误言论。与会人士表示，高市早苗的错误涉台言论严重偏离日本战后坚持的和平路线。日本“继承和发展村山谈话会”理事长藤田高景：日本对过去侵略中国的战争以及殖民统治所应承担的责任履行得极其不充分，我认为，我们必须依靠日本民主的力量，迫使高市首相撤回其所谓“存亡危机事态”的相关言论。（央视新闻）

Justin Sullivan/Getty Images News Apple ( AAPL ) shares edged higher during early post-market trading on Thursday after releasing its first quarter fiscal 2026 financial results that were driven by record-breaking iPhone sales. For the quarter ended December 31, Apple reported earnings per share of $2.84 versus the consensus estimate of $2.67. Revenue for the quarter increased 15.7% to total $143.76B, which was more than the $138.52B estimate. Apple reported double-digit revenue growth across multiple business segments. Product revenue increased 16% to $107.7B, which was led by iPhone revenue surging 23% to $85.27B. Services revenue climbed 16% year over year to $30B. Apple also received a bump from China, with sales growing by 38% year over year to $25.5B. The Americas led all regions with 11% revenue growth to $58.5B. "iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment, and Services also achieved an all-time revenue record, up 14 percent from a year ago," said Apple CEO Tim Cook. "We are also excited to announce that our installed base now has more than 2.5 billion active devices, which is a testament to incredible customer satisfaction for the very best products and services in the world." "During the December quarter, our record business performance and strong margins led to EPS growth of 19 percent, setting a new all-time EPS record," added Apple Chief Financial Officer. Kevan Parekh, Apple’s CFO. "These exceptionally strong results generated nearly $54 billion in operating cash flow, allowing us to return almost $32 billion to shareholders." "Apple reported its best quarter ever on Thursday afternoon, smashing street estimates for both revenues and earnings per share," said Seeking Alpha analyst Bill Maurer . "Total revenues grew more than 15.6% thanks to a more than 23.3% surge in iPhone revenues, fueling strong margin improvement. The company generated a whopping $51.55 billion in free cash ...

natatravel/iStock via Getty Images Eli Lilly ( LLY ) entered 2026 with strong momentum across the board. Its share price has pulled back slightly recently but it is still near all-time highs, the pipeline has been delivering significant wins, and the commercial business has been outperforming expectations. It was, therefore, not surprising to see the stock appreciate 35% since my last update in September 2025 . When expectations are high, a company needs to execute, and that is what Eli Lilly has been doing over the last few quarters, and years too. I have spent a lot of time covering Eli Lilly’s pipeline developments in the last few articles, and I think the commercial outlook matters more in the near-term, and that is the primary focus of today’s article. Price Cuts for Obesity Drugs for Expanded Access—a Big Net Positive Eli Lilly has made important tradeoffs in recent months. Through an agreement with the U.S. government, it has committed to reduce the price of Zepbound and to launch the yet-to-be approved oral small molecule GLP-1 agonist orforglipron at an affordable price in exchange for expanded access and tariff exemptions. The prices of Zepbound and orforglipron will also be lower for self-pay patients. Price cuts are not ideal, but I believe this move will be very net positive for Eli Lilly, and for Novo Nordisk ( NVO ), which has done a similar deal for Wegovy. The lower prices of obesity drugs have two significant benefits: They secure Medicare coverage of Zepbound and the same should happen to orforglipron when it gets approved. This is a sales channel that was previously not available and the $50 monthly copay limit should also help with affordability. The lowered list prices for self-pay patients should significantly expand this market. Zepbound now starts as low as $299 a month and up to $449 for the highest dose, and orforglipron will start at $149 and max out at $399 per monthly prescription. On the negative side, these price cuts could flow throu...

Apple stock price today: AAPL ticks up after Q.ai AI buy as earnings loom TechStock²

Apple Blows Past Q1 Earnings Estimates On 'Unprecedented' iPhone Demand, Active Installed Base Crosses 2.5 Billion Benzinga

Nvidia tested Intel's 18A process, but decided not to use it. After years of fruitless efforts, Intel's (INTC 0.25%) turnaround finally seems to be picking up steam. The legacy chip giant has attracted investments from both the federal government and from Nvidia (Nasdaq: NVDA), and investors seem to have confidence in new CEO Lip-Bu Tan, the former Cadence Design Systems CEO who resigned from Intel's board of directors in 2024 after criticizing the way the company was being run. The stock has now jumped more than 100% over the last six months, which includes a pullback after its fourth-quarter earnings report. However, investors seem to be overlooking a potentially devastating assessment by Nvidia of Intel's new 18A process. Intel's 18A process Much of Intel's turnaround is staked on its ambitions of becoming a leading contract chip manufacturer on par with TSMC and Samsung, the global leaders. It established Intel Foundry in 2021 and has lost billions of dollars since then, building it out new, advanced processes like 18A, which refers to 18 angstroms, or 1.8 nm, the node used to create the chip. The company just began production on 18A, and a lot is riding on its success for Intel. Management sounded optimistic on the recent earnings call as CEO Lip-Bu Tan said, "I'm encouraged by the steady progress on our Intel 18A use," and added, "yields continued to improve steadily as we work to ramp the supply needed to meet strong customer demand." However, Nvidia seemed to render a different verdict on 18A. According to a Reuters report last month, Nvidia tested out Intel's 18A process, but said it would not use it for manufacturing. It's not fully clear why Nvidia chose not to move forward, though it could be related to concerns about yields or other technical issues. The decision is noteworthy not just because Nvidia is at the center of the AI boom, but also because it invested $5 billion in Intel in September, so it has a vested interest in Intel's success now. However...

Key Points Much of Intel's turnaround is riding on the success of its foundry business. It has yet to secure a major customer for the new 18A process. Nvidia may have a dealt it a significant setback when it declined to move forward with Intel as a manufacturing partner. 10 stocks we like better than Intel › After years of fruitless efforts, Intel's (NASDAQ: INTC) turnaround finally seems to be picking up steam. The legacy chip giant has attracted investments from both the federal government and from Nvidia (Nasdaq: NVDA), and investors seem to have confidence in new CEO Lip-Bu Tan, the former Cadence Design Systems CEO who resigned from Intel's board of directors in 2024 after criticizing the way the company was being run. 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 » The stock has now jumped more than 100% over the last six months, which includes a pullback after its fourth-quarter earnings report. However, investors seem to be overlooking a potentially devastating assessment by Nvidia of Intel's new 18A process. Intel's 18A process Much of Intel's turnaround is staked on its ambitions of becoming a leading contract chip manufacturer on par with TSMC and Samsung, the global leaders. It established Intel Foundry in 2021 and has lost billions of dollars since then, building it out new, advanced processes like 18A, which refers to 18 angstroms, or 1.8 nm, the node used to create the chip. The company just began production on 18A, and a lot is riding on its success for Intel. Management sounded optimistic on the recent earnings call as CEO Lip-Bu Tan said, "I'm encouraged by the steady progress on our Intel 18A use," and added, "yields continued to improve steadily as we work to ramp the supply needed to meet strong customer demand." However, Nvidia seemed to render a different verdict on 18A. According to a Reuters report last month, Nvidia tested out Intel's 18A process, but sai...

After years of fruitless efforts, Intel's (NASDAQ: INTC) turnaround finally seems to be picking up steam. The legacy chip giant has attracted investments from both the federal government and from Nvidia (Nasdaq: NVDA), and investors seem to have confidence in new CEO Lip-Bu Tan, the former Cadence Design Systems CEO who resigned from Intel's board of directors in 2024 after criticizing the way the company was being run. 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 » The stock has now jumped more than 100% over the last six months, which includes a pullback after its fourth-quarter earnings report. However, investors seem to be overlooking a potentially devastating assessment by Nvidia of Intel's new 18A process. Image source: Intel. Intel's 18A process Much of Intel's turnaround is staked on its ambitions of becoming a leading contract chip manufacturer on par with TSMC and Samsung, the global leaders. It established Intel Foundry in 2021 and has lost billions of dollars since then, building it out new, advanced processes like 18A, which refers to 18 angstroms, or 1.8 nm, the node used to create the chip. The company just began production on 18A, and a lot is riding on its success for Intel. Management sounded optimistic on the recent earnings call as CEO Lip-Bu Tan said, "I'm encouraged by the steady progress on our Intel 18A use," and added, "yields continued to improve steadily as we work to ramp the supply needed to meet strong customer demand." However, Nvidia seemed to render a different verdict on 18A. According to a Reuters report last month, Nvidia tested out Intel's 18A process, but said it would not use it for manufacturing. It's not fully clear why Nvidia chose not to move forward, though it could be related to concerns about yields or other technical issues. The decision is noteworthy not just because Nvidia is at the center of the ...

专题：聚焦美股2025年第四季度财报 当地时间2026年1月29日， 苹果 公司向美国证券交易委员会提交Form8-K文件，正式发布2026财年第一季度（截至2025年12月27日）财报。本季度公司核心财务指标均创历史新高，具体数据如下：总营收1437.56亿美元，同比增长16%；净利润420.97亿美元，同比增长15.9%；摊薄后每股收益2.84美元，同比增长18.3%，三大指标均远超市场预期。 财报发布后，苹果盘后一度涨超3%。 核心业绩数据 本季度苹果综合毛利率达48.2%，较去年同期的46.9%提升1.3个百分点。研发费用投入108.87亿美元，同比增长31.7%，为技术研发与产品创新提供支撑。 经营现金流表现强劲，本季度经营活动产生的现金流539.25亿美元，同比增长79.9%。现金流的充沛为股东回报提供保障，公司本季度斥资247.01亿美元用于股票回购，支付39.21亿美元股息，合计向股东返还近320亿美元。此外，苹果董事会宣布派发每股0.26美元现金股息，股息支付日为2026年2月12日，股权登记日为2月9日。 截至2025年12月27日，苹果现金及现金等价物达453.17亿美元，较上一财季增长26.1%；总负债2911.07亿美元，资产负债率76.8%，财务状况保持稳健。本季度资本支出为23.73亿美元，同比下降19.3%。 iPhone为本季度核心增长引擎，营收占总营收比重达59.3%，所有地理区域销量均创历史纪录。服务业务营收首破300亿美元大关，其成本仅70.47亿美元，毛利率高达76.5%，远超硬件业务39.4%的毛利率水平。目前苹果全球活跃设备数已突破25亿台。 Mac业务营收同比下滑，主要因搭载M4芯片的新款MacBookPro于2025年11月上市，销售周期较短未能充分贡献营收。iPad业务逆势增长，本季度购买iPad的消费者中半数为首次购入。可穿戴设备等业务营收小幅下滑，受市场竞争加剧和VisionPro产能瓶颈影响。 大中华区营收增速领跑全球，带动该区域增长的核心因素是iPhone17系列热销，以及苹果在中国大陆加大以旧换新补贴、推出本地化功能等渠道策略优化。亚太其他地区增速达17.9%，成为仅次于大中华区的第二大增长引擎。 责任编辑：李桐

新西兰总理拉克森当地时间30日表示，新西兰政府决定不接受美国总统特朗普提出的邀请，不加入其倡议设立的所谓“和平委员会”。拉克森当天在一份简短声明中说，“政府已经审慎考虑了特朗普总统的邀请，并决定在当前形势下不加入‘和平委员会’。”（央视新闻）

Mondelēz International ( MDLZ ) appointed Luca Zaramella as chief operating officer and chief financial officer, effective February 1. The company has initiated a search for a separate CFO and plans to announce a successor at a later date. Zaramella has served as Mondelēz CFO since 2018, leading global finance, procurement, IT, and shared services. More on Mondelēz Mondelez: Solid Dividend, But Don't Get Your Hopes Up (Yet) Mondelez: Sweet Bargain For Dividend Investors Mondelez: A Rare Opportunity To Buy This Snack Powerhouse Below Fair Value Government tells Americans to eat more meat, less pudding Seeking Alpha’s Quant Rating on Mondelēz

Citizens Financial Services press release ( CZFS ): Q4 GAAP EPS of $2.18. Revenue of $29.6M. More on Citizens Financial Services Citizens Financial Services Remains Compelling Even In Light Of Share Price Underperformance Seeking Alpha’s Quant Rating on Citizens Financial Services Dividend scorecard for Citizens Financial Services Financial information for Citizens Financial Services