A Microsoft Corporation (NASDAQ:MSFT) analyst highlights the key items to watch for in the company's second-quarter financial results on Wednesday after market close, as skeptics could be growing. Microsoft Analyst Maintains Outperform Rating Wedbush analyst Dan Ives maintained an Outperform rating on Microsoft with a price target of $625. AI Growth Still In Early Innings for Microsoft Ives said M...
A Microsoft Corporation (NASDAQ:MSFT) analyst highlights the key items to watch for in the company's second-quarter financial results on Wednesday after market close, as skeptics could be growing. Microsoft Analyst Maintains Outperform Rating Wedbush analyst Dan Ives maintained an Outperform rating on Microsoft with a price target of $625. AI Growth Still In Early Innings for Microsoft Ives said Microsoft should report another strong quarter on Wednesday, with growth from Azure leading the way. "We expect to see another quarter of robust results with MSFT still in the lead in the AI Revolution," Ives said. The analyst said Microsoft could see more AI-related growth as companies line up for deployments across enterprises from the tech giant. "The Street continues to way underestimate the Azure growth story in our view with an AI driven shift about to happen in Redmond heading into 2026." Ives said Microsoft is one of Wedbush's favorite large-cap technology stocks to own for the coming years. The analyst said shares have underperformed due to increased competition in the hyperscaler sector and concerns about the company's relationship with OpenAI. Street estimates of $80.28 billion for the quarter and Azure growth of 37% year-over-year are beatable, Ives said in the new note. The analyst said Microsoft is expected to keep spending to boost its AI buildout, which will be a key area to watch on Wednesday. "We view MSFT as the clear front-runner on the enterprise hyper-scale AI front despite increasing competition from Amazon/AWS and Google/GCP." Ives said AI is the key to Azure growth and that it is just getting started. "We believe the stock still has yet to price in what we view as the next wave of cloud and AI growth coming to the Microsoft story in 2025 with a strong competitive edge in its massive installed base." Ives said Microsoft is set for a "massive 2026," making shares a "compelling buy" at current levels. "Microsoft is set to be a major beneficiary of this ...
Andrzej Rostek AGNC Investment ( AGNC ) delivered Q4 earnings on Monday that fell short of the consensus estimate, even as mortgage spreads to benchmark rates tightened over the course of the year and agency spread volatility declined. Q4 net spread and dollar roll income per share of $0.35, missing the average analyst estimate of $0.37, was flat compared with Q3. " Agency MBS was the best-perform...
Andrzej Rostek AGNC Investment ( AGNC ) delivered Q4 earnings on Monday that fell short of the consensus estimate, even as mortgage spreads to benchmark rates tightened over the course of the year and agency spread volatility declined. Q4 net spread and dollar roll income per share of $0.35, missing the average analyst estimate of $0.37, was flat compared with Q3. " Agency MBS was the best-performing domestic fixed-income asset class in the fourth quarter and produced a total return for the year of 8.6%, the best full-year return for Agency MBS since 2002," said President, CEO, and Chief Investment Officer Peter Federico. That resulted from the Federal Reserve's shift toward lower short-term rates, greater accommodation, and lower interest rate volatility. Furthermore, uncertainty associated with Fannie Mae ( FNMA ) and Freddie Mac ( FMCC ) reform declined as administration officials communicated a framework focused on maintaining mortgage market stability and improving housing affordability, he added. Those and other factors drove the substantial outperformance of agency BMS relative to other fixed-income asset classes. AGNC Investment ( AGNC ) stock rose 0.3% in Monday after-hours trading. The current quarter excludes -$0.01 per share of estimated “catch-up” premium amortization due to change in projected constant prepayment rate (“CPR”) estimates. Tangible net book value of $8.88 per common share at Dec. 31, 2025, climbed from $8.28 at Sept. 30, 2025. Economic return on tangible common equity increased to 11.6% from 10.6% in the previous quarter. Q4 2025 economic return comprises $0.36 dividends per common share and a $0.60 increase in tangible net book value per common share. Q4 net interest income climbed to $206M in Q4 from $148M in Q3. Investment portfolio totaled $94.8B as of Dec. 31, 2025, vs. $90.8B as of Sept. 30, 2025. The REIT’s annualized net interest spread, including the TBA position and interest rate swaps and excluding “catch-up” premium amortizati...
New Iran videos show bodies piled in hospital and snipers on roofs Verifying Iran footage as internet blackout continues Verified videos emerging from Iran show bodies piled up in a hospital, snipers stationed on buildings and CCTV cameras being destroyed, following the unprecedented crackdown on protests earlier this month. BBC Verify has been tracking the spread of protests across Iran since the...
New Iran videos show bodies piled in hospital and snipers on roofs Verifying Iran footage as internet blackout continues Verified videos emerging from Iran show bodies piled up in a hospital, snipers stationed on buildings and CCTV cameras being destroyed, following the unprecedented crackdown on protests earlier this month. BBC Verify has been tracking the spread of protests across Iran since they first erupted in late December, but the near total internet blackout imposed by the authorities has made it extremely difficult to document the scale of the state's deadly crackdown on protesters. The US-based Human Rights Activists News Agency (HRANA) says it has confirmed the killing of nearly 6,000 people, including 5,633 protesters, since the unrest began at the end of December. It says it is also currently investigating another 17,000 reported deaths received despite an internet shutdown after nearly three weeks. Another group, the Norway-based Iran Human Rights (IHR), has warned that the final toll could exceed 25,000. Iranian authorities said last week that more than 3,100 people were killed, but that the majority were security personnel or bystanders attacked by "rioters". The latest videos to emerge from the country are understood to have been filmed on 8 and 9 January, when thousands of people took to the streets following a call for nationwide protests from Reza Pahlavi, the exiled son of the late Shah. They are thought to be the deadliest nights for protesters so far and these newly verified videos show how Iran's security forces have been violently cracking down on protesters. Multiple clips analysed by BBC Verify and BBC Persian show bodies piled up inside a mortuary at Tehranpars hospital in east Tehran. We verified the location of the hospital by matching its interior to other publicly available images and videos of the building, and counted at least 31 bodies in just one video. Another clip shows seven body bags laid on the ground outside the hospital's e...
Amid lawsuits and protests, Trump signals changes to Minnesota immigration surge toggle caption Adam Gray/AP MINNEAPOLIS — After "very good" phone calls with Minnesota Governor Tim Walz and Minneapolis Mayor Jacob Frey on Monday, President Trump announced that border czar Tom Homan will be heading to the midwestern state to lead federal immigration enforcement efforts there. The surge of agents to...
Amid lawsuits and protests, Trump signals changes to Minnesota immigration surge toggle caption Adam Gray/AP MINNEAPOLIS — After "very good" phone calls with Minnesota Governor Tim Walz and Minneapolis Mayor Jacob Frey on Monday, President Trump announced that border czar Tom Homan will be heading to the midwestern state to lead federal immigration enforcement efforts there. The surge of agents to Minneapolis has resulted in waves of protest, legal action, and political backlash against the Trump administration, especially after the shooting deaths of two American citizens, Renee Macklin Good and Alex Pretti, at the hands of federal immigration agents. In an interview with Minnesota Public Radio 's Clay Masters on Monday, Gov. Walz described a "more collaborative tone" from Trump, and said the president agreed to consider reducing the number of federal immigration agents in the Twin Cities. He further confirmed that Gregory Bovino, the bombastic and controversial Border Patrol chief leading the surge, will soon leave the state. Sponsor Message Bovino's exit may help to turn down the temperature of protests in Minneapolis, which have been peaceful but fraught in the days since Pretti, a 37-year-old ICU nurse, was shot by CBP officers. Bovino repeatedly defended the actions of his officers, saying without evidence that Pretti intended to "massacre" federal agents, and that he "assaulted" them. The video evidence and eyewitness accounts that have surfaced so far contradict that assertion. The Trump administration has not provided evidence to support Bovino's claims. State officials say they were blocked from accessing the scene of Pretti's killing on Saturday, and have sued over access to DHS-controlled evidence, which includes body camera footage from the officers involved. The state is also trying to end the surge through legal avenues. On Monday, state officials sought an immediate restraining order to end what the Trump administration has dubbed "Operation Metro Su...
Amid lawsuits and protests, Trump sends border czar to Minnesota toggle caption Adam Gray/AP MINNEAPOLIS — After "very good" phone calls with Minnesota Governor Tim Walz and Minneapolis Mayor Jacob Frey on Monday, President Trump announced that border czar Tom Homan will be heading to the midwestern state to lead federal immigration enforcement efforts there. The surge of agents to Minneapolis has...
Amid lawsuits and protests, Trump sends border czar to Minnesota toggle caption Adam Gray/AP MINNEAPOLIS — After "very good" phone calls with Minnesota Governor Tim Walz and Minneapolis Mayor Jacob Frey on Monday, President Trump announced that border czar Tom Homan will be heading to the midwestern state to lead federal immigration enforcement efforts there. The surge of agents to Minneapolis has resulted in waves of protest, legal action, and political backlash against the Trump administration, especially after the shooting deaths of two American citizens, Renee Macklin Good and Alex Pretti, at the hands of federal immigration agents. In an interview with Minnesota Public Radio 's Clay Masters on Monday, Gov. Walz described a "more collaborative tone" from Trump, and said the president agreed to consider reducing the number of federal immigration agents in the Twin Cities. He further confirmed that Gregory Bovino, the bombastic and controversial Border Patrol chief leading the surge, will soon leave the state. Sponsor Message Bovino's exit may help to turn down the temperature of protests in Minneapolis, which have been peaceful but fraught in the days since Pretti, a 37-year-old ICU nurse, was shot by CBP officers. Bovino repeatedly defended the actions of his officers, saying without evidence that Pretti intended to "massacre" federal agents, and that he "assaulted" them. The video evidence and eyewitness accounts that have surfaced so far contradict that assertion. The Trump administration has not provided evidence to support Bovino's claims. State officials say they were blocked from accessing the scene of Pretti's killing on Saturday, and have sued over access to DHS-controlled evidence, which includes body camera footage from the officers involved. The state is also trying to end the surge through legal avenues. On Monday, state officials sought an immediate restraining order to end what the Trump administration has dubbed "Operation Metro Surge" and return ...
FirstSun Capital Bancorp press release ( FSUN ): Q4 Non-GAAP EPS of $0.95 beats by $0.10 . Revenue of $110.2M beats by $2.59M . More on FirstSun Capital Bancorp FirstSun: Questionable M&A And Credit Fears Limit Recovery Potential FirstSun Capital Bancorp (FSUN) M&A Call Transcript Castle Creek acquires $40M equity position in FirstSun Capital Bancorp Seeking Alpha’s Quant Rating on FirstSun Capita...
FirstSun Capital Bancorp press release ( FSUN ): Q4 Non-GAAP EPS of $0.95 beats by $0.10 . Revenue of $110.2M beats by $2.59M . More on FirstSun Capital Bancorp FirstSun: Questionable M&A And Credit Fears Limit Recovery Potential FirstSun Capital Bancorp (FSUN) M&A Call Transcript Castle Creek acquires $40M equity position in FirstSun Capital Bancorp Seeking Alpha’s Quant Rating on FirstSun Capital Bancorp Historical earnings data for FirstSun Capital Bancorp
What to do about Tesla? On the one hand, the carmaker has helped popularize electric vehicles in the U.S., bringing the technology into the mainstream in a way that other car companies have failed to do. Q4 Model 3 and Y deliveries: 406,585Q4 all other models deliveries: 11,642Q4 Model ...
What to do about Tesla? On the one hand, the carmaker has helped popularize electric vehicles in the U.S., bringing the technology into the mainstream in a way that other car companies have failed to do. Q4 Model 3 and Y deliveries: 406,585Q4 all other models deliveries: 11,642Q4 Model ...
Cunaplus_M.Faba/iStock via Getty Images 2025 was a year that helped many investors rediscover the prudence of international diversification, as equity returns from many countries around the world surpassed those of the United States. Data by YCharts And no doubt, one of the first places to look for international diversification would be Germany, given that it has consistently been among the top fi...
Cunaplus_M.Faba/iStock via Getty Images 2025 was a year that helped many investors rediscover the prudence of international diversification, as equity returns from many countries around the world surpassed those of the United States. Data by YCharts And no doubt, one of the first places to look for international diversification would be Germany, given that it has consistently been among the top five largest economies in the world from 1980 to 2025. One ETF that gives exposure to German equity markets is the Global X DAX Germany ETF ( DAX ). It's one of the lowest-cost options for broad exposure to German equities, with an expense ratio of 0.20%. The fund is also fairly established, with a history dating back to October 22, 2014, and over $280.22M in assets under management ("AUM") as of January 23, 2026. In this article, we will discuss how DAX operates and what investors interested in German equity markets should know before investing in DAX. The Global X DAX Germany ETF's Strategy and Who It's For DAX is a passively managed index-linked ETF that tracks the German DAX Index . It is like the S&P 500 of Germany, where the index tracks the 40 largest and most liquid companies on the FWB Frankfurt Stock Exchange. Companies in the index are weighted based on free-float market capitalizations, which are market caps based on what's publicly available to invest in. DAX uses a replication strategy where it will invest in the assets directly and aim to copy the exact performance of the index as closely as possible before fees and expenses. Thus, what you'll notice is that DAX holds the actual shares of companies traded on the German exchanges. That said, if full replication is not possible, the ETF will invest in alternatives that closely match the performance of the index, including but not limited to American Depositary Receipts ("ADRs") and futures contracts. Additionally, each individual holding is subject to a 15% weighting cap that's generally rebalanced quarterly to a...
Nucor press release ( NUE ): Q4 Non-GAAP EPS of $1.73 misses by $0.08 . Revenue of $7.69B (+8.6% Y/Y) misses by $220M . More on Nucor Nucor: 15% Upside Potential Driven By Investment Completion And Strategic Growth Nucor: A Stronger 2026, Largely Priced In (Downgrade) Nucor: Multiple Secular Growth Trends Ahead For The Steelmaker (Rating Upgrade) Nucor Q4 2025 Earnings Preview Cleveland-Cliffs upg...
Nucor press release ( NUE ): Q4 Non-GAAP EPS of $1.73 misses by $0.08 . Revenue of $7.69B (+8.6% Y/Y) misses by $220M . More on Nucor Nucor: 15% Upside Potential Driven By Investment Completion And Strategic Growth Nucor: A Stronger 2026, Largely Priced In (Downgrade) Nucor: Multiple Secular Growth Trends Ahead For The Steelmaker (Rating Upgrade) Nucor Q4 2025 Earnings Preview Cleveland-Cliffs upgraded on transformation opportunity; Nucor, Steel Dynamics cut at Morgan Stanley
NASDAQ sign at times square at night by Lucky-photographer via iStock The S&P 500 Index ($SPX) (SPY) on Monday rose +0.63%, the Dow Jones Industrials Index ($DOWI) (DIA) rose +0.68%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.59%. March E-mini S&P futures (ESH26) rose +0.56%, and March E-mini Nasdaq futures (NQH26) rose +0.49%. Stocks saw support from lower T-note yields and the stronger-than-...
NASDAQ sign at times square at night by Lucky-photographer via iStock The S&P 500 Index ($SPX) (SPY) on Monday rose +0.63%, the Dow Jones Industrials Index ($DOWI) (DIA) rose +0.68%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.59%. March E-mini S&P futures (ESH26) rose +0.56%, and March E-mini Nasdaq futures (NQH26) rose +0.49%. Stocks saw support from lower T-note yields and the stronger-than-expected US durable goods orders report, which suggested a resilient US economy. However, stocks were undercut by President Trump’s new threat of 100% tariffs on US imports from Canada, the possibility of a US government shutdown over ICE funding, lingering concerns about Greenland, and business and travel disruptions from the massive storm that just crossed the US. There is also political uncertainty about the Fed, as the FOMC is expected to leave rates unchanged at its meeting this week, potentially drawing new threats from Mr. Trump for a refusal to cut interest rates further. Stocks were undercut on Monday by increased trade uncertainty after President Trump on Saturday threatened 100% tariffs on US imports from Canada if Canada signs a trade agreement with China. Canada is seeking other trade partners amid President Trump’s propensity for tariffs. The risk of another partial government shutdown is also weighing on stocks. Senate Democrats threatened to block a government funding deal over Department of Homeland Security/ICE funding after the ICE shooting of an ICU nurse in Minnesota on Saturday. There could be a partial government shutdown when the current stopgap funding measure expires this Friday. The dollar index on Monday fell -0.5% and hit a 4-month low amid speculation that the US might coordinate intervention with Japan to boost the yen, which would dovetail with Mr. Trump’s apparent view that a weak dollar is good for the US as a stimulus to US exports. US authorities reportedly contacted market participants last Friday to check dollar/yen prices, a possible p...
Interparfums ( IPAR ) on Monday announced a 15-year extension of its exclusive worldwide license agreement with Guess?, Inc., for the continued creation, development, and distribution of its fragrances, extending the agreement length for 23 more years. Source: Press Release More on Inter Parfums Interparfums: Capital-Light Model Positions Stock For Growth Despite Near-Term Headwinds Interparfums: ...
Interparfums ( IPAR ) on Monday announced a 15-year extension of its exclusive worldwide license agreement with Guess?, Inc., for the continued creation, development, and distribution of its fragrances, extending the agreement length for 23 more years. Source: Press Release More on Inter Parfums Interparfums: Capital-Light Model Positions Stock For Growth Despite Near-Term Headwinds Interparfums: Stable Quality Business At Its Lowest P/E In 10 Years Interparfums, Inc. (IPAR) Q3 2025 Earnings Call Transcript Interparfums sees net sales of $1.48B for 2026 Interparfums outlines $1.47B full-year sales target and direct-to-consumer expansion amid continued macro headwinds
Good morning . The dollar fell on speculation the US may help support the yen. DeepSeek fears prove to be unfounded. And Apple unveils louder AirTags. Listen to the day’s top stories . Bloomberg Dollar Spot Index 1,187.86 -0.42% Gold Spot 5,021.55 +0.68% Silver Spot 104.61 +1.38% S&P 500 6,950.23 +0.50% Market data as of 04:25 pm EST. Market data may be delayed depending on provider agreements. Th...
Good morning . The dollar fell on speculation the US may help support the yen. DeepSeek fears prove to be unfounded. And Apple unveils louder AirTags. Listen to the day’s top stories . Bloomberg Dollar Spot Index 1,187.86 -0.42% Gold Spot 5,021.55 +0.68% Silver Spot 104.61 +1.38% S&P 500 6,950.23 +0.50% Market data as of 04:25 pm EST. Market data may be delayed depending on provider agreements. The dollar sank to the lowest since 2022 on mounting speculation the US may help Japan support the yen. Bank of Japan data offered no clear sign that authorities stepped into the Tokyo market with a currency-buying intervention Friday. The S&P 500 extended its January advance as gold topped $5,000 for the first time. Silver logged its biggest gain since 2008 before fading a bit. Japan Bond Crash Unleashes a $7 Trillion Risk for Global Markets Read the Story Nvidia invested an additional $2 billion in CoreWeave , which will be among the first to deploy the chipmaker’s forthcoming products. Microsoft is rolling out its second-generation AI chip , the Maia 200—produced by Taiwan Semiconductor Manufacturing Co., as it looks to provide an alternative to Nvidia hardware. The UK won’t be forced to choose between the US and China, Prime Minister Keir Starmer said. “I’m not making that choice,” he said in an interview with Bloomberg on Monday. India and the European Union will announce a free-trade agreement Tuesday that European Commission President Ursula von der Leyen said some are calling \ the mother of all deals. ” The party aligned with Myanmar’s junta projected a secured victory in an election that the United Nations and many governments have criticized as flawed. China, on the other hand, expressed confidence in the polls, calling them “smooth and orderly,” setting the stage for deeper connections with its neighbor. Donald Trump indicated he may reduce the number of federal agents in Minnesota after the killing of two US citizens during immigration raids sparked nationw...
Funtap/iStock via Getty Images Alexandria Real Estate Equities ( ARE ) on Monday turned in a double-beat on Q4 2025 headline results as the life-science-focused REIT maintained solid leasing volume during the three-month period. The company also reiterated its full-year 2026 guidance for adjusted FFO per share of $6.25-$6.55 (midpoint $6.40), compared with the $6.44 average analyst estimate. The o...
Funtap/iStock via Getty Images Alexandria Real Estate Equities ( ARE ) on Monday turned in a double-beat on Q4 2025 headline results as the life-science-focused REIT maintained solid leasing volume during the three-month period. The company also reiterated its full-year 2026 guidance for adjusted FFO per share of $6.25-$6.55 (midpoint $6.40), compared with the $6.44 average analyst estimate. The outlook was initially released on Dec. 3. Q4 AFFO per share of $2.16, surpassing the $2.14 consensus, fell from $2.22 in Q3 and $2.39 a year ago. Q4 revenue of $754.4M, vs. $742.6M expected, advanced from $751.9M in Q3 and $789.0M in Q4 2024. ARE shares gained 2.1% in after-hours trading. Expenses totaled $322.1M, down from $340.2M in Q3 and $330.1M a year earlier. Occupancy of operating properties in North America edged up to 90.9% at Dec. 31, 2025, from 90.6% at Sept. 30, 2025. During Q4, Alexandria ( ARE ) recorded leasing volume of 1.2M rentable square feet, unchanged from the prior quarter. Rental rates on renewals and re-leasing of space decreased by 9.9% and 5.2% (cash basis) Y/Y. Conference call on Jan. 27 at 2:00 p.m. ET. More on Alexandria Real Estate Equities Alexandria Real Estate Equities: Increased Pain Requires A Downgrade Alexandria Real Estate: Low Valuations Alone Are Not A Catalyst (Rating Downgrade) Alexandria Real Estate: Deep Value Or A Value Trap After A 45% Dividend Cut? Alexandria Real Estate Equities FFO of $2.16 beats by $0.02, revenue of $754.41M beats by $11.77M Alexandria Real Estate dividend cut spooks investors, but these other REITs are likely safe