Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday 's key moments. 1. The stock market fell on Thursday, led lower by Microsoft , as investors reacted to its earnings results and the Federal Reserve's decision on Wednesday to hold interest rates steady. "This is largely Microsoft and software companies coming down because of Microsoft," said Jim Cramer. Microsoft topped revenue and earnings estimates in its fiscal 2026 second quarter, but Azure failed to deliver meaningful growth upside. Software-as-a-service stock ServiceNow is also taking a hit, dragging down Salesforce , CrowdStrike , and Palo Alto Networks. 2. Microsoft is down almost 12% since reporting results. "Don't count 'em out," Cramer said. "If this stock is down tomorrow, I'm going to tell people to buy it." The software giant has some issues to sort out to either get more Azure capacity online or to better balance capital expenditure growth to improve margins, as we wrote in our earnings analysis. Meta , on the other hand, climbed more than 9% after an earnings beat with revenue up 24%. A shaky market has limited the stock's rally, Cramer said. "This was probably the cleanest first-quarter guide of any company I follow. They are very, very bullish. They're spending a lot. But they're getting a lot more." 3. Apple is modestly lower heading into its earnings release after the bell. The big question for the iPhone maker is whether it can absorb the costs of the memory shortage weighing on the tech supply chain. The shortage has given storage companies like Seagate and Western Digital significant leverage in pricing. We'll also be looking for more information on Apple's recently announced partnership with Alphabet to use Gemini AI models to power Siri. (Jim Cramer's Charitable Trust is long APPL, CRM, CRWD, META, MSFT. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you...

Source: Bloomberg, 0:00

Index investors and so-called Bogleheads (those who love the Vanguard ETFs) may not be all too fond of the sector ETFs, especially when you consider that simply buying the S&P 500 covers most of one’s bases when it comes to diversification. That said, with the rise of the Magnificent Seven companies, one could make a ... 2 Hot Sector ETFs Worth Buying in 2026

格隆汇1月30日｜美国总统特朗普：关税可能会更高，我们已经非常客气了。

格隆汇1月30日｜美国财长贝森特：2026年将是供给侧繁荣的一年。

Nvidia’s stock has trailed the chip sector this year, but Morgan Stanley thinks some investor concerns are overblown.

Apple stock was down slightly in midday trading Thursday, just hours before the tech giant reported first-quarter financials. Shares were down 0.2% to $255.91. Apple stock is more expensive than it has been in the past, meaning investors will need to be quite impressed with earnings results for the stock to get a boost.

格隆汇1月30日｜美国航空计划恢复每日飞往委内瑞拉的航班。

Elon Musk speaks at the Annual Meeting of the World Economic Forum in Davos, Switzerland. Autonomous car are a “solved problem, ” he said, and the robots are coming. Markus Schreiber/Associated Press Tesla Inc. reported a steep drop in profit Wednesday, a dismal end to an already low performance year. Still, CEO Elon Musk claimed some achievements and shared plans for 2026 that will have impacts in Austin as the company puts its focus on autonomous vehicles and artificial intelligence. Here are four key takeaways for Texas: Doubling down on unsupervised Robotaxi rides Days after a public spectacle to promote its touted leap to offer Robotaxi rides without human safety monitors, Musk declared Wednesday that the rides are being offered on a “randomly selected” basis. Advertisement Article continues below this ad A safety monitor rides in the front passenger seat as a Tesla Robotaxi drives on Metro Center Drive in Austin on Wednesday, Jan. 21, 2026. CEO Elon Musk promised the cars would be fully autonomous by the new year. Jay Janner/Austin American-Statesman If true, those eager to take a private ride might eventually get one. For now, despite claims from Musk and others in the company, Tesla’s Robotaxi-branded fleet in Austin is most accurately described as semi-autonomous. Still, Austin drivers can expect to share the road with even more autonomous vehicles as Tesla aims to increase the number of unsupervised cars in its fleet. Gigafactory Texas is home to a growing AI efforts The company offered updates on its Austin plant supporting infrastructure such as its battery manufacturing efforts and increased AI training compute. Advertisement Article continues below this ad Statesman Logo Want more Statesman? Make us a Preferred Source on Google to see more of us when you search. Add Preferred Source To assist with the latter, Tesla already has its so-called Cortex 1 supercomputer running. On Wednesday, it said it is currently building Cortex 2 in Austin in an effort to...

How Tesla's latest report impacts Austin: For one, big changes on Cybertruck Austin American-Statesman

Earnings Call Insights: Nasdaq, Inc. (NDAQ) Q4 2025 Management View CEO Adena Friedman stated that 2025 was an “excellent year for Nasdaq as we delivered strong organic growth and accelerated innovation across our business.” She highlighted surpassing $5 billion in annual net revenue and $4 billion in solutions revenue for the first time, record AUM in the index franchise, and record U.S. equities and options revenues. Friedman indicated, “We delivered industry-leading new listings performance and a record $1.2 trillion in listing transfers, the strongest year ever for our Switch program.” Friedman emphasized the embedment of AI across the business, mentioning the launch of the Agentic AI workforce and early client engagement: “The first Agentic worker we introduced, our Agentic Sanctions analyst, has strong early use among our clients. Continuing the momentum this month, we launched our second worker, the Agentic Enhanced Due Diligence Analyst.” She also announced plans to bring 23/5 trading to the Nasdaq stock market in the second half of 2026, subject to regulatory approval. She highlighted a new partnership with BioCatch to enhance Financial Crime Management technology and indicated a goal to surpass $100 million in run rate revenue from cross-sells by the end of 2027. CFO Sarah Youngwood stated, “We closed 2025 with strong momentum following an excellent year for Nasdaq. We delivered over $5 billion in annual revenue for the first time, reflecting strength across the business and performance that met or exceeded our outlook expectations in every division.” Outlook Management looks ahead to 2026 with expectations of “accelerating capital markets activity, further supported by recent Fed cuts and a very healthy pipeline of late-stage private companies.” Friedman said, “Based on the current market dynamics, we look forward to an active new issuance year.” Youngwood introduced 2026 non-GAAP operating expense guidance of $2.455 billion to $2.535 billion, reflecting ...

Earnings Call Insights: First Interstate BancSystem, Inc. (FIBK) Q4 2025 Management View CEO James Reuter highlighted significant strategic progress in 2025, stating, "We made meaningful progress to improve core profitability, refocus capital investment and optimize our balance sheet through reorienting our footprint to geographies where we have brand density, strong market share and high potential for growth." He detailed branch divestitures in Arizona, Kansas, and Nebraska, the outsourcing of the consumer credit card product, and the discontinuation of indirect lending originations. Reuter announced, "In August of 2025, we announced a share repurchase authorization and began executing under that plan repurchasing approximately 3.7 million shares through year-end for a total of approximately $118 million...Our Board has approved an incremental $150 million share repurchase authorization bringing the total authorization to $300 million." He commented on credit quality improvement: "Criticized loans decreased by $112.3 million or 9.6% in the fourth quarter and non-performing assets decreased by $47.3 million or 26%. Net charge-offs were elevated in the fourth quarter driven by one larger credit for which we had already set a specific reserve of $11.6 million." Reuter described ongoing branch network optimization, noting, "We closed on the sale of our branches in Arizona and Kansas in the fourth quarter, exiting those states." Additional branch sales and closures will consolidate the company’s footprint from 14 states to 10 contiguous states. He introduced a major organizational redesign: "We are changing the organization from a layered, regional and market structure to a flatter model. Our new State Presidents represent high performers, a majority of which are from within bank and select external talent." CFO David Camera stated, "The company reported net income of $108.8 million or $1.08 per diluted share in the fourth quarter compared to $71.4 million or $0.69 per ...

Earnings Call Insights: Valley National Bancorp (VLY) Q4 2025 Management View Ira Robbins, President, CEO & Chairman, highlighted "record earnings in the fourth quarter of 2025 with net income of approximately $195 million or $0.33 per diluted share." Adjusted net income reached $180 million or $0.31 per diluted share, up from $0.28 in the third quarter. Robbins emphasized, "Our adjusted return on average assets of 1.14% represents the highest level since the fourth quarter of 2022." He attributed this performance to balance sheet management, a stronger funding mix, and investments in talent and technology. Robbins stated, "By year-end, we had exceeded these expectations across all major metrics while further strengthening our capital and liquidity positions." He pointed to nearly $4 billion or 9% year-over-year growth in core deposits as a key achievement underpinning profitability. The CEO noted that "loan growth was strong, diverse and tightly aligned with our relationship-focused strategy," with commercial real estate loans growing sequentially for the first time since Q2 2024. He shared that "medium and late-stage pipelines are exceptionally strong, up over $1 billion or nearly 70% from just a year ago." Robbins described continued investment in data analytics, artificial intelligence, and sales effectiveness to accelerate revenue growth and elevate client experience, stating, "Recent additions to our teams, New Jersey, California and Florida, have already generated loan and deposit activity." On strategic priorities for 2026, Robbins said, "We are igniting our small business sales efforts, improving branch productivity and exploring new growth-oriented deposit niches." Travis Lan, Senior Executive VP & CFO, stated, "We expect mid-single-digit loan growth supported by roughly 10% C&I growth, low single-digit CRE growth and mid-single-digit consumer and residential growth." Lan explained, "We anticipate that net interest income will grow between 11% and 13% in 2...

Earnings Call Insights: Lazard, Inc. (LAZ) Q4 2025 Management View CEO Peter Orszag opened the call by highlighting Lazard's continued focus on its 2030 long-term growth strategy, reporting firm-wide revenue of $3 billion for 2025, record revenue in Financial Advisory, and a 12% increase in assets under management in Asset Management. He stated, "As we look ahead, we see substantial growth in both of our businesses. In Financial Advisory, the M&A cycle continues to deepen, while client demand remains strong for our other advisory solutions such as private capital advisory and restructuring and liability management." Orszag announced a CFO transition, thanking outgoing CFO Mary Ann Betsch and welcoming Tracy Farr as the new CFO, emphasizing that Farr "brings strategic insight, financial rigor and deep familiarity with our business," and will focus on improving operational efficiency and driving profitable growth. The CEO detailed a significant expansion in Financial Advisory talent, stating that Lazard met its 2024 goal of 11 net Managing Director (MD) additions and will "exceed our goal for 2025 with more than double 2024's net additions." Orszag noted that average revenue per MD rose to $8.9 million, up $2.5 million since 2023. In Asset Management, Orszag called 2025 "a clear inflection point," with revenue of $1.2 billion and record gross inflows above $50 billion. He pointed to the launch of 7 active ETFs and surpassing $800 million in ETF AUM as key drivers of growth. Outgoing CFO Mary Betsch reported, "Firm-wide revenue was $892 million for the fourth quarter, up 10% from the prior year and $3 billion for the year, up 5% from 2024. Financial Advisory revenue was $542 million for the fourth quarter, up 7% from 1 year ago." Betsch provided details on notable transactions, including Kellanova's $35.9 billion acquisition by Mars and Constellation Energy's $26.6 billion acquisition of Calpine, and highlighted a compensation ratio of 65.5% for 2025, trending down fro...

Earnings Call Insights: Univest Financial Corporation (UVSP) Q4 2025 Management View Jeff Schweitzer, Chairman, President & CEO, announced "net income of $22.7 million or $0.79 per share, which was a 21.5% increase compared to earnings per share in Q4 of 2024, resulting in record earnings per share for Univest for the year of $3.13." Schweitzer pointed to solid loan growth in Q4 as loan outstandings rose by $129.3 million, with pressures from early payoffs and paydowns easing during the quarter. Schweitzer noted the resolution of a nonaccrual commercial loan relationship, which led to a $13.9 million payoff and a $449,000 recovery: "our nonaccrual loans to total loans declined 20 basis points to 0.2% and our nonperforming assets to total assets declined 16 basis points during the quarter to 0.45%." Brian Richardson, Senior Executive VP & CFO, stated, "Reported NIM of 3.10% decreased 7 basis points compared to 3.17% in the third quarter, while core NIM, which excludes excess liquidity, increased 4 basis points from the third quarter to 3.37%." Richardson highlighted the share repurchase activity: "the corporation repurchased approximately 480,000 shares of common stock at an average cost of $32.17 per share... During 2025, we repurchased 1.1 million shares at an average cost of $30.75. This represents 3.9% of shares that were outstanding as of December 31, 2024." The board approved the repurchase of an additional 2 million shares, with 2.3 million shares available for repurchase as of year-end, and a target of $10 million to $12 million in repurchases per quarter for 2026. Outlook Richardson projected "loan growth of approximately 2% to 3% and modest NIM expansion, resulting in net interest income growth of approximately 4% to 6%" for 2026. This outlook assumes two 25 basis point rate decreases in 2026, but Richardson emphasized that "modest Fed actions are not expected to have a material impact on our NII due to our overall ALM neutrality." The provision for credit ...

Meta Platforms' Q4 Earnings and Revenues Surpass Estimates, Rise Y/Y The Globe and Mail

AMD Gears Up to Report Q4 Earnings: Here's Why the Stock is a Buy The Globe and Mail

Image source: The Motley Fool. Wednesday, January 29, 2025 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Michael Haack Chief Financial Officer — Craig Kesler Senior Vice President, Investor Relations, Strategy and Corporate Development — Alex Haddock Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $558 million, reflecting a slight year-over-year decrease primarily due to lower cement and concrete and aggregates volumes, partially offset by higher wallboard and paperboard sales volume and pricing. -- $558 million, reflecting a slight year-over-year decrease primarily due to lower cement and concrete and aggregates volumes, partially offset by higher wallboard and paperboard sales volume and pricing. Earnings Per Share (EPS) -- $3.56 for the quarter, including the impact of a 3% reduction in diluted shares driven by share repurchases. -- $3.56 for the quarter, including the impact of a 3% reduction in diluted shares driven by share repurchases. Cement Sales Volume -- Down 7% for the quarter, affected by record rainfall in key Midwest and Great Plains markets. -- Down 7% for the quarter, affected by record rainfall in key Midwest and Great Plains markets. Cement Segment Revenue -- Declined 4%, attributed mainly to lower volumes despite price increases implemented earlier in the year. -- Declined 4%, attributed mainly to lower volumes despite price increases implemented earlier in the year. Cement Segment Operating Earnings -- Dropped 20%, driven by lower sales volume and $8 million of higher maintenance costs related to major projects at two plants. -- Dropped 20%, driven by lower sales volume and $8 million of higher maintenance costs related to major projects at two plants. Wallboard Revenue -- Increased 6%, supported by a 2% rise in sales volume and a 4% increase in average pricing. -- Increased 6%, supported by a 2% rise in sales volume and a 4% increase in average pricing. Recycled Paperboard ...

Investors reacted in sharply different ways on Thursday to the latest quarterly results from Meta Platforms and Microsoft. The Facebook parent’s share price jumped 9%, mostly thanks to a very strong forecast showing revenue growth picking up speed.

Nvidia and Meta Platforms both delivered solid gains in 2025, but only one beat the market. In January 2025, I wrote an article suggesting that investors buy artificial intelligence (AI) stocks Nvidia (NVDA 0.86%) and Meta Platforms (META +9.58%) hand over fist. My argument for each was fairly simple: Nvidia's computing hardware would continue to be in high demand, and Meta's base business would carry its stock higher while its AI developments took form. Both of those cases panned out as I predicted, but their share price moves were not as parallel as I expected. In 2025, Nvidia's stock rose an impressive 39%, while Meta gained 13%. In a normal year, those would both be considered strong results. But last year, the S&P 500 (^GSPC 0.58%) rose by more than 16%, which made Meta a market laggard. However, I still think each is well worth buying today. Nvidia What I wrote about Nvidia a year or so ago could nearly be copied and pasted into today's analysis, as its outlook is nearly the same. Nvidia's graphics processing units (GPUs) are still the top processors available for training and running artificial intelligence models. Additionally, Nvidia is again preparing to ship another revolutionary chip architecture. Last year's launch was the Blackwell Ultra architecture, which provided major improvements over 2024's Blackwell architecture. In 2026, the new tech is the Rubin platform, which provides further huge gains. Tech companies using Rubin hardware will be able to train AI models with a quarter of the processors they needed before, and they'll only need a tenth as many to handle the same volume of inference workloads, compared to using Blackwell. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.86 %) $ -1.65 Current Price $ 189.87 Key Data Points Market Cap $4.7T Day's Range $ 186.06 - $ 193.48 52wk Range $ 86.62 - $ 212.19 Volume 3.5M Avg Vol 184M Gross Margin 70.05 % Dividend Yield 0.02 % A year ago, Wall Street analysts were projecting 52% revenue growth for Nvidia...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Oklo (NYSE:OKLO) agreed to develop an advanced nuclear energy campus to power Meta Platforms data centers. Separately, the company signed a contract with the U.S. Department of Energy to build a radioisotope pilot facility through its subsidiary. These announcements highlight progress in Oklo’s commercial efforts across data center energy and nuclear medicine supply chains. Oklo is working on advanced nuclear systems aimed at providing reliable, low carbon power, and these two agreements move the company further into real world applications. For investors watching the build out of energy intensive data centers in the U.S., a direct link between Oklo and Meta Platforms places nuclear alongside more familiar power sources for digital infrastructure. The Department of Energy contract adds another aspect to the story by connecting Oklo to radioisotope production for medical and industrial uses. The Meta Platforms campus concept and the radioisotope pilot facility provide Oklo with defined projects to pursue with well known partners. For investors, key questions include how effectively the company executes against these agreements, the timelines that emerge, and how any future contracts or regulatory steps might shape Oklo’s role in the U.S. nuclear technology sector. Stay updated on the most important news stories for Oklo by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oklo. NYSE:OKLO Earnings & Revenue Growth as at Jan 2026 How Oklo stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : At US$94.39 versus a consensus target of US$116.77, the share price sits about 19% below analyst expectations, with a wide target range from US$14 to US$175. ⚖️ Simply Wall St Valuation : DCF valuation data is not avail...