Amazon (AMZN) will report its fourth quarter 2025 financial results on Thursday, Feb. 5. Despite being the leader in cloud and e-commerce and seeing growing spending on AI infrastructure, Amazon’s stock performance has remained muted over the past year. Over the last 12 months, Amazon's shares are almost flat. By comparison, the S&P 500 ($SPX) has climbed more than 15% during the same period. This...
Amazon (AMZN) will report its fourth quarter 2025 financial results on Thursday, Feb. 5. Despite being the leader in cloud and e-commerce and seeing growing spending on AI infrastructure, Amazon’s stock performance has remained muted over the past year. Over the last 12 months, Amazon's shares are almost flat. By comparison, the S&P 500 ($SPX) has climbed more than 15% during the same period. This gap highlights that, despite its market leadership, Amazon has faced challenges that have weighed on investor sentiment. One key factor limiting Amazon’s upside has been the intensifying competition in the cloud computing space. Rivals such as Alphabet’s (GOOG) (GOOGL) Google Cloud and Microsoft (MSFT) Azure continue to aggressively expand, putting pressure on Amazon Web Services (AWS), which is also AMZN’s strongest growth engine. At the same time, Amazon’s rising spending on AI infrastructure has raised concerns about near-term profitability, even as it positions the company for future opportunities. With AMZN stock trailing the market over the past year, will the upcoming Q4 earnings report be an important catalyst? Will Amazon Deliver Strong Growth in Q4? While Amazon's stock has underperformed the broader market, the company’s core businesses continue to deliver steady growth. The momentum in its e-commerce, cloud, and digital advertising segments will likely sustain in Q4, helping the company to deliver double-digit top-line growth. Management expects net sales between $206 billion and $213 billion, representing year-over-year (YoY) growth of 10% to 13% compared with the fourth quarter of 2024. Amazon’s retail business should remain a key driver, supported by Amazon’s competitive pricing and fast delivery. Seasonal demand from holiday shopping will provide an additional lift, while Amazon’s logistics improvements should help reduce delivery times and fulfillment costs. These efficiencies, combined with steady Prime engagement and resilient consumer spending, should a...
Amazon (AMZN) will report its fourth quarter 2025 financial results on Thursday, Feb. 5. Despite being the leader in cloud and e-commerce and seeing growing spending on AI infrastructure, Amazon’s stock performance has remained muted over the past year. Over the last 12 months, Amazon's shares are almost flat. By comparison, the S&P 500 ($SPX) has climbed more than 15% during the same period. This...
Amazon (AMZN) will report its fourth quarter 2025 financial results on Thursday, Feb. 5. Despite being the leader in cloud and e-commerce and seeing growing spending on AI infrastructure, Amazon’s stock performance has remained muted over the past year. Over the last 12 months, Amazon's shares are almost flat. By comparison, the S&P 500 ($SPX) has climbed more than 15% during the same period. This gap highlights that, despite its market leadership, Amazon has faced challenges that have weighed on investor sentiment. More News from Barchart One key factor limiting Amazon’s upside has been the intensifying competition in the cloud computing space. Rivals such as Alphabet’s (GOOG) (GOOGL) Google Cloud and Microsoft (MSFT) Azure continue to aggressively expand, putting pressure on Amazon Web Services (AWS), which is also AMZN’s strongest growth engine. At the same time, Amazon’s rising spending on AI infrastructure has raised concerns about near-term profitability, even as it positions the company for future opportunities. With AMZN stock trailing the market over the past year, will the upcoming Q4 earnings report be an important catalyst? www.barchart.com Will Amazon Deliver Strong Growth in Q4? While Amazon's stock has underperformed the broader market, the company’s core businesses continue to deliver steady growth. The momentum in its e-commerce, cloud, and digital advertising segments will likely sustain in Q4, helping the company to deliver double-digit top-line growth. Management expects net sales between $206 billion and $213 billion, representing year-over-year (YoY) growth of 10% to 13% compared with the fourth quarter of 2024. Amazon’s retail business should remain a key driver, supported by Amazon’s competitive pricing and fast delivery. Seasonal demand from holiday shopping will provide an additional lift, while Amazon’s logistics improvements should help reduce delivery times and fulfillment costs. These efficiencies, combined with steady Prime engagement ...
Getty Images Bitcoin ( BTC-USD ) reached a new record high of $126,184.05 in October 2025, where the leading cryptocurrency ran out of upside steam. After falling 36% to a low of $74,604.12 on February 2, the price has substantially corrected. I last wrote about the Bitwise Crypto Industry Innovators ETF ( BITQ ) on Seeking Alpha on September 25, 2025 , when I concluded with the following: BITQ pr...
Getty Images Bitcoin ( BTC-USD ) reached a new record high of $126,184.05 in October 2025, where the leading cryptocurrency ran out of upside steam. After falling 36% to a low of $74,604.12 on February 2, the price has substantially corrected. I last wrote about the Bitwise Crypto Industry Innovators ETF ( BITQ ) on Seeking Alpha on September 25, 2025 , when I concluded with the following: BITQ provides a diversified option for investors and traders seeking crypto exposure without owning the cryptocurrencies or specific companies that benefit from the asset class’s bullish trend. BITQ was trading at $24.54 per share on September 25. The ETF rose to a high of $31.45 in October and dropped 40.5% to a low of $18.70 in November. At $75,835 per token on February 3, Bitcoin was 39.9% below its October peak, and BITQ at $20.30 was 35.5% below its October high. I rated BITQ a Buy in September, and I reiterate that Buy recommendation now in early February 2026. Bitcoin and cryptos have a long history of extreme volatility Bitcoin is the leading cryptocurrency. At the $75,800 per token level, the market capitalization was around $1.514 trillion, or 58.9% of the entire asset class’s value. Bitcoin’s volatility reflects the price variance of all cryptocurrencies. Monthly Bitcoin Chart (Barchart) The monthly chart highlights Bitcoin’s extreme volatility. The recent correction from over $126,000 to below $76,000 is nothing new; it is another chapter in the volatile asset’s short history. So far, Bitcoin has held above the April 2025 support level at $74,496.62 with the recent low at $74,604.12. Meanwhile, cryptocurrency supporters argue that blockchain technology and cryptocurrencies reflect the technological advances in finance. Detractors believe that cryptocurrencies have no intrinsic value and can be used for nefarious purposes. Moreover, governments survive and thrive on the power of the purse, or controlling the money supply. Cryptocurrencies could threaten governmental inf...
In Brief All startups accepted into YC will soon have the option to receive their seed checks via stablecoins, crypto YC partner Nemil Dala told The Block. YC’s famous “standard deal” is that it invests $500,000 into startups accepted into its program in exchange for 7% of their companies. Now that deal is hitting the blockchain (Base, Solana, and Ethereum, to be exact), starting with the upcoming...
In Brief All startups accepted into YC will soon have the option to receive their seed checks via stablecoins, crypto YC partner Nemil Dala told The Block. YC’s famous “standard deal” is that it invests $500,000 into startups accepted into its program in exchange for 7% of their companies. Now that deal is hitting the blockchain (Base, Solana, and Ethereum, to be exact), starting with the upcoming spring batch. Dala said that stablecoin transfers are often more effective, specifically for founders working in emerging markets. But also, YC is putting its money where its mouth is, so to speak. Last fall, YC partnered with Base and Coinbase Ventures to encourage founders to build more blockchain-related companies. Interest in blockchain tech is on the rise again in Silicon Valley as the US has taken steps toward more formal, crypto-friendly regulation of the industry.
Cotton price action is 13 to 31 points on Tuesday AM trade. Futures saw weaker trade across most contracts on Monday, with front months down 45 to 53 points at the close. Crude oil futures were down $2.88 per barrel on the day at $62.33. The US dollar index was up $0.581 to $97.440. Just prior to midday, President Trump issued a Truth Social post that a call with India’s President Modi went well w...
Cotton price action is 13 to 31 points on Tuesday AM trade. Futures saw weaker trade across most contracts on Monday, with front months down 45 to 53 points at the close. Crude oil futures were down $2.88 per barrel on the day at $62.33. The US dollar index was up $0.581 to $97.440. Just prior to midday, President Trump issued a Truth Social post that a call with India’s President Modi went well with the US lowering tariffs on the country from 25% to 18% and India agreeing to buy over $500 billion of US energy, technology, agricultural, coal and other products. India has historically been a top 8 buyer of US cotton. Don’t Miss a Day: Friday’s online auction from The Seam showed sales of 56.571 cents/lb on 4,462 bales. The Cotlook A Index was down 20 points on January 30 at 73.95 cents. ICE certified cotton stocks were up 25,666 on 1/30 with the certified stocks level at 34,226 bales. The Adjusted World Price was updated to 50.23 cents/lb on Thursday afternoon, down 76 points from the week prior. Mar 26 Cotton closed at 62.67, down 50 points, currently up 13 points May 26 Cotton closed at 64.4, down 53 points, currently up 21 points Jul 26 Cotton closed at 66.1, down 45 points, currently up 20 points More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Alphabet (GOOGL, GOOG) is set to report its fourth quarter financial results after the bell on Wednesday amid growing optimism from Wall Street over the Google parent company's AI leadership. Analysts tracked by Bloomberg expect revenue to climb more than 15% to $111.4 billion and earnings per share to rise to $2.65 from $2.15 in the year-ago period. The projected jump in revenue is expected to be...
Alphabet (GOOGL, GOOG) is set to report its fourth quarter financial results after the bell on Wednesday amid growing optimism from Wall Street over the Google parent company's AI leadership. Analysts tracked by Bloomberg expect revenue to climb more than 15% to $111.4 billion and earnings per share to rise to $2.65 from $2.15 in the year-ago period. The projected jump in revenue is expected to be spurred by a more than 35% rise in Google Cloud revenue to $16.2 billion. Google Services — the segment including ad revenue from Search and YouTube, which accounts for the majority of Alphabet's revenue — is estimated to see revenue climb a more modest 13% from the previous year to $94.9 billion, per Bloomberg consensus estimates. Alphabet stock could rise or fall as much as 5% following its fourth quarter report, according to Bloomberg data. The stock has soared 25% since its last earnings report showed the tech giant beginning to benefit from a slew of AI deals with Meta (META), Anthropic (ANTH.PVT), and OpenAI (OPAI.PVT) involving its cloud segment. The release of Google's Gemini 3 AI model — which outperformed competing models on benchmark tests and prompted rival OpenAI to declare a "code red" — as well as the announcement of a landmark deal with Apple, cemented Alphabet's position as an AI winner and pushed the stock higher. Read more: Live coverage of corporate earnings At the same time, the broader "Magnificent Seven" group of Big Tech stocks is collectively down about 3% over that period, led by a 24% drop in Microsoft shares. Alphabet is positioned to boast "the highest quality top-line AI acceleration stories in the public universe," Raymond James analyst Josh Beck wrote in a late-January note to clients, upgrading the stock's rating to a Strong Buy from Outperform. He pointed to Google's advantage as a full-stack AI provider, as the company has begun selling its AI chips, called TPUs, to external customers rather than reserving them solely for internal use. Ah...
Earnings Call Insights: Ingredion Incorporated (INGR) Q4 2025 Management View CEO James Zallie reported "record full year operating income and earnings per share growth driven by continued strength in Texture and Healthful solutions and solid results from our Food and Industrial Ingredients LatAm business." He emphasized operational challenges at the Argo facility in U.S./Canada, stating that "act...
Earnings Call Insights: Ingredion Incorporated (INGR) Q4 2025 Management View CEO James Zallie reported "record full year operating income and earnings per share growth driven by continued strength in Texture and Healthful solutions and solid results from our Food and Industrial Ingredients LatAm business." He emphasized operational challenges at the Argo facility in U.S./Canada, stating that "actions we are taking should lead to steadily improving performance throughout 2026." Zallie highlighted that "Texture and Healthful Solutions posted its seventh straight quarter of volume growth, up 4%, led by clean label ingredients and solutions." He described clean label as "one of the food industry's fastest-growing areas," and noted strong growth in Asia Pacific and U.S./Canada. Strategic investments included the completion of a starch modernization project at the Indianapolis facility and an expansion of the Belcamp blending center, increasing revenue potential by $30 million annually for customized solutions. In LatAm, Zallie said "our team managed to deliver record operating income and margins of greater than 21% for the year, up 140 basis points," with Mexico repurposing part of its grind to higher-margin products. Protein fortification delivered a "record year, with net sales growth exceeding 40%." Zallie said, "we doubled production and were able to increase the average selling price through new product innovation." On innovation, Zallie cited "a new family of ingredient solutions that help customers readily replace ingredients that have been impacted by shortages and rapidly rising raw material costs," and mentioned the advancement of the sugar reduction taste modulation platform in partnership with Oobli. Zallie reported $59 million of Cost2Compete run rate savings in 2025, exceeding the $50 million target, and announced the transition toward long-term enterprise productivity. Zallie announced CFO Jim Gray's retirement effective March 31, 2026, and the launch of ...
Earnings Call Insights: Enterprise Products Partners L.P. (EPD) Q4 2025 Management View Co-CEO A. Teague highlighted a record $2.7 billion of EBITDA for the fourth quarter, surpassing the previous record of $2.6 billion set in Q4 2024. Teague stated, "We brought on a number of assets in 2025. Frac 14 in mid-October, Mentone West and Orion midyear, several gathering and treating projects in the Per...
Earnings Call Insights: Enterprise Products Partners L.P. (EPD) Q4 2025 Management View Co-CEO A. Teague highlighted a record $2.7 billion of EBITDA for the fourth quarter, surpassing the previous record of $2.6 billion set in Q4 2024. Teague stated, "We brought on a number of assets in 2025. Frac 14 in mid-October, Mentone West and Orion midyear, several gathering and treating projects in the Permian, the Neches River Terminal, ethane export train midyear, midyear start-up of diluent exports to Canada and finally, Bahia NGL pipeline in December. All these assets performed well, but they also filled holes created by a decline in our commodity-sensitive businesses and marketing spreads." He emphasized the impact of lower crude prices, noting, "Crude oil prices averaged about $12 a barrel lower than in 2024. That reduced many of the pricing spreads we benefited from over the prior 3 years." Teague shared that the company is "fully contracted on our ethane export terminals and all 20 processing trains that we have -- we will have online in the Permian by year-end" and that LPG exports are "highly contracted through the end of this decade, and we continue to see strong interest for additional long-term commitments." Co-CEO W. Fowler reported, "Net income attributable to common unitholders was $1.6 billion or $0.75 per common unit on a fully diluted basis for the fourth quarter of 2025... our adjusted cash flow from operations, which is cash flow from operating activities before changes in working capital grew 5% to $2.4 billion." Fowler announced a distribution of $0.55 per common unit for Q4 2025, a 2.8% increase year-over-year, and total capital returned to equity investors for 2025 of $5 billion, comprised of $4.7 billion in distributions and $300 million in buybacks. Fowler highlighted the partnership with ExxonMobil, noting, "In November, we announced ExxonMobil's acquisition of an undivided joint interest in Bahia Natural Gas Liquid Pipeline and the related expans...
jetcityimage/iStock Editorial via Getty Images W.W. Grainger ( GWW ) shares climbed as much as 6.7% to a 13-month high on Tuesday after the industrial supplies distributor reported quarterly results that topped revenue expectations and issued guidance largely in line with Wall Street forecasts. Grainger ( GWW ) posted fourth-quarter revenue of $4.425 billion, up 4.5% from a year earlier and ahead ...
jetcityimage/iStock Editorial via Getty Images W.W. Grainger ( GWW ) shares climbed as much as 6.7% to a 13-month high on Tuesday after the industrial supplies distributor reported quarterly results that topped revenue expectations and issued guidance largely in line with Wall Street forecasts. Grainger ( GWW ) posted fourth-quarter revenue of $4.425 billion, up 4.5% from a year earlier and ahead of analysts’ estimates of $4.40 billion. Adjusted earnings per share came in at $9.44, in line with the consensus estimate of $9.46 as margins narrowed. Earnings and margins Net income fell to $451 million, or $9.44 a share, from $475 million, or $9.71 a share a year earlier. Operating margin declined 70 basis points to 14.3%, reflecting higher expenses and slower growth in the company’s North American high-touch business. “In 2025, we executed well despite a challenging macro environment,” chief executive officer D.G. Macpherson said in the earnings release. For the full year, Grainger ( GWW ) reported sales of $17.9 billion, up 4.5%, while reported earnings per share declined 8.6% to $35.40. Cash flow and shareholder returns Grainger ( GWW ) generated $2 billion in operating cash flow during 2025 and returned $1.5 billion to shareholders through dividends and share repurchases, underscoring continued capital discipline despite margin pressure. 2026 outlook Looking ahead, Grainger ( GWW ) guided for 2026 net sales of $18.7 billion to $19.1 billion, compared with the consensus estimate of $18.83 billion. The company forecast earnings of $42.25 to $44.75 a share, bracketing analysts’ expectations of $43.84, and projected daily organic constant currency sales growth of 6.5% to 9.0% as it continues to invest across its high-touch and endless assortment businesses. More on W.W. Grainger W.W. Grainger's Biggest Threat Is High Expectations W.W. Grainger: Great Growth, But Not Enough W.W. Grainger's U.K. Exit: Capital Discipline Over Footprint TRGP, GWW, and CTVA are the ‘best sto...