Orbon Alija/iStock Unreleased via Getty Images Banco Santander ( SAN ) shares climbed 3% in Wednesday morning trading in the U.S. after posting better-than-expected Q4 earnings thanks to growth in net fee income and net interest income, as well as tighter expenses. In addition, the Spanish lender said it launched a new €5.03B ($5.94B) share buyback program, which will start execution from Wednesda...
Orbon Alija/iStock Unreleased via Getty Images Banco Santander ( SAN ) shares climbed 3% in Wednesday morning trading in the U.S. after posting better-than-expected Q4 earnings thanks to growth in net fee income and net interest income, as well as tighter expenses. In addition, the Spanish lender said it launched a new €5.03B ($5.94B) share buyback program, which will start execution from Wednesday. Of the total, €1.83B corresponds to an amount equal to about 25% of the company's underlying profit for the back half of 2025. The remainder of the program relates to an extraordinary share buyback of €3.2B, representing ~50% of the CET1 capital generated after the completion of the sale of 49% of Santander Bank Polska to Erste Group. Q4 underlying net interest income rose to € 10.8B from €10.4B in Q3, falling short of the €11.3B Visible Alpha consensus. Total underlying revenue of €15.2B, surpassing the €14.6B average analyst estimate, dipped from €15.5B in the prior quarter. Underlying operating expenses rose to € 6.59B from €6.27B in Q3. Net loan-loss provisions of €3.30B swelled from €2.93B in the previous quarter. Underlying attributable profit of € 3.76B, exceeding the €3.25B Visible Alpha estimate, climbed 7.4% sequentially, the bank said , marking a seventh straight quarterly record. Customer deposits of €1.04T at the end of Q4 vs. €1.03T at end-Q3 . Loans and advances to customers were €1.04T, up from €1.03T in Q3. Return on equity came in at 17.9% in Q4, up from 13.8% in Q3. More on Banco Santander Banco Santander, S.A. 2025 Q4 - Results - Earnings Call Presentation Banco Santander: I Am Cautious As The Long-Term Risk-Reward Proposition Is Not Great Banco Santander: Major Re-Rating Diminishes The Value Case (Downgrade) Banco Santander to acquire Webster Financial in ~$12.3B cash-and-stock deal Santander fined more than €40M over deficiencies in Openbank internal processes - report
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Robert Michael President and Chief Operating Officer — Jeffrey Stewart Chief Scientific Officer and Head of R&D — Roopal Thakkar Chief Financial Officer — Scott Reents Vice President, Investor Relations — Elizabeth Shea Takeaways Full-year adjusted EPS -- $10.00, $0.54 above the initial ...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Robert Michael President and Chief Operating Officer — Jeffrey Stewart Chief Scientific Officer and Head of R&D — Roopal Thakkar Chief Financial Officer — Scott Reents Vice President, Investor Relations — Elizabeth Shea Takeaways Full-year adjusted EPS -- $10.00, $0.54 above the initial guidance midpoint, with a $0.71 negative impact from acquired IPR&D expense. -- $10.00, $0.54 above the initial guidance midpoint, with a $0.71 negative impact from acquired IPR&D expense. Total net revenues -- $61.2 billion for the year, $2 billion above the initial guidance, delivering 8.6% growth and a new all-time high despite close to $16 billion in US HUMIRA erosion since LOE. -- $61.2 billion for the year, $2 billion above the initial guidance, delivering 8.6% growth and a new all-time high despite close to $16 billion in US HUMIRA erosion since LOE. Immunology sales (quarter) -- $8.6 billion in the quarter; SKYRIZI sales of $5 billion (31.9% operational growth) and RINVOQ sales nearing $2.4 billion (28.6% operational growth). -- $8.6 billion in the quarter; SKYRIZI sales of $5 billion (31.9% operational growth) and RINVOQ sales nearing $2.4 billion (28.6% operational growth). Full-year SKYRIZI and RINVOQ combined sales -- $25.9 billion, rising over $8 billion year over year and exceeding initial guidance. -- $25.9 billion, rising over $8 billion year over year and exceeding initial guidance. SKYRIZI market share (US psoriasis) -- Secured over 45% total prescription share, while frontline in-play patient capture rate in US IBD has reached 75% overall and 80% in Crohn's disease. -- Secured over 45% total prescription share, while frontline in-play patient capture rate in US IBD has reached 75% overall and 80% in Crohn's disease. RINVOQ market performance -- Achieved a mid-teen in-play patient share for RA in the US and robust mid-teens in-play share in Crohn's disease...
Earnings Call Insights: Cabot Corporation (CBT) Q1 2026 Management View CEO Sean Keohane emphasized continued disciplined execution "at a high level in a challenging economic environment," reporting adjusted earnings per share of $1.53 for the quarter. Reinforcement Materials EBIT declined by 22% year-over-year, largely due to lower volumes in the Americas and Asia Pacific. Performance Chemicals E...
Earnings Call Insights: Cabot Corporation (CBT) Q1 2026 Management View CEO Sean Keohane emphasized continued disciplined execution "at a high level in a challenging economic environment," reporting adjusted earnings per share of $1.53 for the quarter. Reinforcement Materials EBIT declined by 22% year-over-year, largely due to lower volumes in the Americas and Asia Pacific. Performance Chemicals EBIT rose by 7%, with strong momentum in the Battery Materials product line, which delivered 39% revenue growth compared to Q1 2025. Keohane highlighted a "multiyear agreement with PowerCo," describing it as an "exciting announcement" and a key milestone to further establish Cabot's position in the battery value chain. Keohane outlined aggressive cost management, stating, "In fiscal year 2025, we delivered $50 million of cost savings, and we expect to maintain these benefits in fiscal 2026." He detailed further targeted programs for fiscal 2026 to reduce costs by another $30 million, including procurement savings, headcount reductions, and technology-driven manufacturing efficiencies. Keohane confirmed that capital expenditures for the year are being cut by approximately $60 million at the midpoint compared to 2025, supporting robust free cash flow and enabling continued cash returns to shareholders through dividends and buybacks. He also noted plans to "rationalize carbon black capacity in the Americas and Europe to position us to operate more efficiently, enhance profitability and maintain flexibility." CFO Erica McLaughlin reported, "Adjusted EPS in the first quarter was $1.53. This performance was 13% below the same quarter last year, driven by lower EBIT in our Reinforcement Materials segment, partially offset by higher EBIT in our Performance Chemicals segment." She stated, "Cash flow from operations was strong at $126 million in the quarter... Discretionary free cash flow was $71 million." Outlook Keohane announced, "we are narrowing our adjusted earnings per share gu...
Earnings Call Insights: Enact Holdings, Inc. (ACT) Q4 2025 Management View President, CEO & Director Rohit Gupta highlighted, "Enact delivered a very strong finish to 2025 that reflected the disciplined execution of our strategy, robust credit performance and our commitment to shareholder value creation." Gupta reported full-year adjusted operating income of $688 million or $4.61 per diluted share...
Earnings Call Insights: Enact Holdings, Inc. (ACT) Q4 2025 Management View President, CEO & Director Rohit Gupta highlighted, "Enact delivered a very strong finish to 2025 that reflected the disciplined execution of our strategy, robust credit performance and our commitment to shareholder value creation." Gupta reported full-year adjusted operating income of $688 million or $4.61 per diluted share, with over $500 million capital returned to shareholders. He also pointed to record insurance in-force of $273 billion and emphasized the deployment of the Rate360 pricing engine, stating, "We continue to innovate our risk selection and pricing capabilities, leveraging advanced modeling and machine learning to deploy the latest version of our pricing engine, Rate360." Gupta indicated a focus on capital returns: "During the fourth quarter, we returned $157 million to shareholders through share repurchases and dividends. We remain committed to our capital allocation priorities, and we are pleased to announce our 2026 capital return expectations of approximately $500 million." Additionally, he announced a new share repurchase program, the largest in company history. Executive VP, CFO & Treasurer Hardin Mitchell stated, "Adjusted operating income was $179 million or $1.23 per diluted share compared to $1.09 per diluted share in the same period last year and $1.12 per diluted share in the third quarter of 2025. Adjusted operating return on equity was 13.5%." Mitchell also noted, "New insurance written was $14 billion for the fourth quarter, up 2% sequentially and up 8% year-over-year." Outlook Gupta affirmed, "We are pleased to announce our 2026 capital return expectations of approximately $500 million." Mitchell provided expense guidance: "For 2026, we anticipate an operating expense range of $215 million to $220 million, excluding any reorganization costs as we continue to prudently manage our expense base." Gupta commented on market expectations: "We can see an increase of a...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Sunoco LP (Symbol: SUN), Energy Transfer LP (Symbol: ET), and Cheniere Energy Inc. (Symbol: LNG) will all trade ex-dividend for their respective upcoming dividends. Sunoco LP will pay its quarterly dividend of $0.9317 on 2/19/26, Energy Transfer LP will pay its quarterly dividend of $0.335 on 2/19/26, and Cheniere Energy In...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Sunoco LP (Symbol: SUN), Energy Transfer LP (Symbol: ET), and Cheniere Energy Inc. (Symbol: LNG) will all trade ex-dividend for their respective upcoming dividends. Sunoco LP will pay its quarterly dividend of $0.9317 on 2/19/26, Energy Transfer LP will pay its quarterly dividend of $0.335 on 2/19/26, and Cheniere Energy Inc. will pay its quarterly dividend of $0.555 on 2/27/26. As a percentage of SUN's recent stock price of $57.67, this dividend works out to approximately 1.62%, so look for shares of Sunoco LP to trade 1.62% lower — all else being equal — when SUN shares open for trading on 2/6/26. Similarly, investors should look for ET to open 1.82% lower in price and for LNG to open 0.26% lower, all else being equal. Below are dividend history charts for SUN, ET, and LNG, showing historical dividends prior to the most recent ones declared. Sunoco LP (Symbol: SUN): Energy Transfer LP (Symbol: ET): Cheniere Energy Inc. (Symbol: LNG): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 6.46% for Sunoco LP, 7.28% for Energy Transfer LP, and 1.05% for Cheniere Energy Inc.. In Wednesday trading, Sunoco LP shares are currently up about 1.3%, Energy Transfer LP shares are up about 1.5%, and Cheniere Energy Inc. shares are up about 1.5% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: NUS Videos Funds Holding TLMD BNL Stock Predictions The views and opinions expressed herein are the views and opinions of the author and do not necess...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Norfolk Southern Corp (Symbol: NSC), J.B. Hunt Transport Services, Inc. (Symbol: JBHT), and Alliance Resource Partners LP (Symbol: ARLP) will all trade ex-dividend for their respective upcoming dividends. Norfolk Southern Corp will pay its quarterly dividend of $1.35 on 2/20/26, J.B. Hunt Transport Services, Inc. will pay i...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Norfolk Southern Corp (Symbol: NSC), J.B. Hunt Transport Services, Inc. (Symbol: JBHT), and Alliance Resource Partners LP (Symbol: ARLP) will all trade ex-dividend for their respective upcoming dividends. Norfolk Southern Corp will pay its quarterly dividend of $1.35 on 2/20/26, J.B. Hunt Transport Services, Inc. will pay its quarterly dividend of $0.45 on 2/20/26, and Alliance Resource Partners LP will pay its quarterly dividend of $0.60 on 2/13/26. As a percentage of NSC's recent stock price of $298.32, this dividend works out to approximately 0.45%, so look for shares of Norfolk Southern Corp to trade 0.45% lower — all else being equal — when NSC shares open for trading on 2/6/26. Similarly, investors should look for JBHT to open 0.20% lower in price and for ARLP to open 2.40% lower, all else being equal. Below are dividend history charts for NSC, JBHT, and ARLP, showing historical dividends prior to the most recent ones declared. Norfolk Southern Corp (Symbol: NSC): J.B. Hunt Transport Services, Inc. (Symbol: JBHT): Alliance Resource Partners LP (Symbol: ARLP): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.81% for Norfolk Southern Corp, 0.82% for J.B. Hunt Transport Services, Inc., and 9.60% for Alliance Resource Partners LP. In Wednesday trading, Norfolk Southern Corp shares are currently up about 2.4%, J.B. Hunt Transport Services, Inc. shares are up about 4.2%, and Alliance Resource Partners LP shares are up about 1.2% on the day. Click here to learn which 25 S.A.F.E. dividend ...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Mid Penn Bancorp Inc (Symbol: MPB), Wells Fargo & Co (Symbol: WFC), and Parker Hannifin Corp (Symbol: PH) will all trade ex-dividend for their respective upcoming dividends. Mid Penn Bancorp Inc will pay its quarterly dividend of $0.22 on 2/17/26, Wells Fargo & Co will pay its quarterly dividend of $0.45 on 3/1/26, and Park...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Mid Penn Bancorp Inc (Symbol: MPB), Wells Fargo & Co (Symbol: WFC), and Parker Hannifin Corp (Symbol: PH) will all trade ex-dividend for their respective upcoming dividends. Mid Penn Bancorp Inc will pay its quarterly dividend of $0.22 on 2/17/26, Wells Fargo & Co will pay its quarterly dividend of $0.45 on 3/1/26, and Parker Hannifin Corp will pay its quarterly dividend of $1.80 on 3/6/26. As a percentage of MPB's recent stock price of $34.07, this dividend works out to approximately 0.65%, so look for shares of Mid Penn Bancorp Inc to trade 0.65% lower — all else being equal — when MPB shares open for trading on 2/6/26. Similarly, investors should look for WFC to open 0.49% lower in price and for PH to open 0.19% lower, all else being equal. Below are dividend history charts for MPB, WFC, and PH, showing historical dividends prior to the most recent ones declared. Mid Penn Bancorp Inc (Symbol: MPB): Wells Fargo & Co (Symbol: WFC): Parker Hannifin Corp (Symbol: PH): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 2.58% for Mid Penn Bancorp Inc, 1.95% for Wells Fargo & Co, and 0.75% for Parker Hannifin Corp. In Wednesday trading, Mid Penn Bancorp Inc shares are currently up about 0.7%, Wells Fargo & Co shares are trading flat, and Parker Hannifin Corp shares are up about 1.3% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: GNE Insider Buying Institutional Holders of NMCI BOSC Split History The views and opinions expressed ...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Capitol Federal Financial Inc (Symbol: CFFN), First Commonwealth Financial Corp (Symbol: FCF), and Hope Bancorp Inc (Symbol: HOPE) will all trade ex-dividend for their respective upcoming dividends. Capitol Federal Financial Inc will pay its quarterly dividend of $0.085 on 2/20/26, First Commonwealth Financial Corp will pay...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Capitol Federal Financial Inc (Symbol: CFFN), First Commonwealth Financial Corp (Symbol: FCF), and Hope Bancorp Inc (Symbol: HOPE) will all trade ex-dividend for their respective upcoming dividends. Capitol Federal Financial Inc will pay its quarterly dividend of $0.085 on 2/20/26, First Commonwealth Financial Corp will pay its quarterly dividend of $0.135 on 2/20/26, and Hope Bancorp Inc will pay its quarterly dividend of $0.14 on 2/20/26. As a percentage of CFFN's recent stock price of $7.54, this dividend works out to approximately 1.13%, so look for shares of Capitol Federal Financial Inc to trade 1.13% lower — all else being equal — when CFFN shares open for trading on 2/6/26. Similarly, investors should look for FCF to open 0.73% lower in price and for HOPE to open 1.14% lower, all else being equal. Below are dividend history charts for CFFN, FCF, and HOPE, showing historical dividends prior to the most recent ones declared. Capitol Federal Financial Inc (Symbol: CFFN): First Commonwealth Financial Corp (Symbol: FCF): Hope Bancorp Inc (Symbol: HOPE): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 4.51% for Capitol Federal Financial Inc, 2.90% for First Commonwealth Financial Corp, and 4.54% for Hope Bancorp Inc. In Wednesday trading, Capitol Federal Financial Inc shares are currently trading flat, First Commonwealth Financial Corp shares are up about 1.8%, and Hope Bancorp Inc shares are up about 1% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your...
In early trading on Monday, shares of Super Micro Computer topped the list of the day's best performing components of the S&P 500 index, trading up 7.9%. Year to date, Super Micro Computer registers a 84.8% gain. And the worst performing S&P 500 component thus far on the day is Applovin, trading down 5.5%. Applovin is showing a gain of 74.8% looking at the year to date performance. Two other compo...
In early trading on Monday, shares of Super Micro Computer topped the list of the day's best performing components of the S&P 500 index, trading up 7.9%. Year to date, Super Micro Computer registers a 84.8% gain. And the worst performing S&P 500 component thus far on the day is Applovin, trading down 5.5%. Applovin is showing a gain of 74.8% looking at the year to date performance. Two other components making moves today are Oracle, trading down 2.6%, and Moderna, trading up 4.1% on the day. VIDEO: S&P 500 Movers: APP, SMCI The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
imaginima/E+ via Getty Images Commercial crude stocks for the week ended January 30: 420.3M barrels . Crude inventory change: -3.5M barrels vs. -2.3M barrels for the week ended January 23. Consensus estimate: -2.000M. Gasoline inventory change: +0.7M barrels vs. +0.2M barrels for the week ended January 23. Distillates inventory change: -5.6M barrels vs. +0.3M barrels for the week ended January 23....
imaginima/E+ via Getty Images Commercial crude stocks for the week ended January 30: 420.3M barrels . Crude inventory change: -3.5M barrels vs. -2.3M barrels for the week ended January 23. Consensus estimate: -2.000M. Gasoline inventory change: +0.7M barrels vs. +0.2M barrels for the week ended January 23. Distillates inventory change: -5.6M barrels vs. +0.3M barrels for the week ended January 23. Strategic Petroleum Reserve: +0.2M barrels vs. +0.5M barrels for the week ended January 23. ETFs: ( NYSEARCA: USO ), ( NYSEARCA: UCO ), ( NYSEARCA: SCO ), ( NYSEARCA: BNO ), ( NYSEARCA: DBO ), ( NYSEARCA: USL ). More on Crude Oil Futures, United States Oil Fund LP ETF, etc. Natural Gas: Oversupply Fears Cap Rebound Near $3 Support WTI Crude Oil Price Steadies Above $63 As Geopolitical Risk Offsets Supply Uncertainty Risk-Off Flows And A Tech/AI Panic - Market Reactions Crude oil rises as U.S. shoots down Iranian drone; U.S.-India trade deal to impact Russian oil U.S. crude stockpiles fell 11.1M barrels last week, API says
In early trading on Wednesday, shares of Amgen topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.4%. Year to date, Amgen registers a 6.9% gain. And the worst performing Dow component thus far on the day is International Business Machines, trading down 3.5%. International Business Machines is lower by about 4.1% looking at the year to date performanc...
In early trading on Wednesday, shares of Amgen topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.4%. Year to date, Amgen registers a 6.9% gain. And the worst performing Dow component thus far on the day is International Business Machines, trading down 3.5%. International Business Machines is lower by about 4.1% looking at the year to date performance. Two other components making moves today are Salesforce, trading down 2.9%, and Apple, trading up 2.2% on the day. VIDEO: Dow Movers: IBM, AMGN The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Palantir Technologies (PLTR) delivered what CEO Alex Karp called "indisputably the best results that I'm aware of in tech in the last decade" during a CNBC interview, but one comment buried in the presentation might matter more than the headline numbers. "If you look at our numbers very closely, what you will see is inexplicable growth in revenue, but not inexplicable growth in customers," Karp to...
Palantir Technologies (PLTR) delivered what CEO Alex Karp called "indisputably the best results that I'm aware of in tech in the last decade" during a CNBC interview, but one comment buried in the presentation might matter more than the headline numbers. "If you look at our numbers very closely, what you will see is inexplicable growth in revenue, but not inexplicable growth in customers," Karp told analysts. "It's inexplicable growth in revenue because customers that are serious are putting a lot of their most important problems in our hands." That statement cuts to the heart of Palantir's evolving business model and what makes the AI software maker fundamentally different from its competitors. Palantir's Revenue Grew 70% in Q4 Palantir reported fourth-quarter revenue of $1.41 billion, crushing Wall Street's estimate of $1.33 billion and representing 70% year-over-year (YoY) growth. The company reported adjusted earnings of $0.25 per share, beating the $0.23-per-share consensus. U.S. government revenue climbed 66% YoY to $570 million, while U.S. commercial revenue more than doubled to $507 million. The company's U.S. business now accounts for 77% of total revenue, growing 93% YoY. But the real story lies in what Karp highlighted: customer count grew just 34% YoY to 954, while revenue from the top 20 customers jumped 45% to $94 million per customer on a trailing 12-month basis. Karp's comment reveals Palantir's strategy of going deeper rather than wider with its customer base. "It's not just that you get more problems," Karp explained during the call. "It's that you solve them in a way that is determinative from the business and then they pay you a lot more." The company closed 61 deals worth over $10 million in the fourth quarter, according to executives on the call. Total contract value bookings hit a record $4.3 billion, up 138% YoY. Palantir executives shared examples of customers expanding rapidly after seeing results. One utility company grew its annual contra...
Palantir Technologies (PLTR) delivered what CEO Alex Karp called "indisputably the best results that I'm aware of in tech in the last decade" during a CNBC interview, but one comment buried in the presentation might matter more than the headline numbers. "If you look at our numbers very closely, what you will see is inexplicable growth in revenue, but not inexplicable growth in customers," Karp to...
Palantir Technologies (PLTR) delivered what CEO Alex Karp called "indisputably the best results that I'm aware of in tech in the last decade" during a CNBC interview, but one comment buried in the presentation might matter more than the headline numbers. "If you look at our numbers very closely, what you will see is inexplicable growth in revenue, but not inexplicable growth in customers," Karp told analysts. "It's inexplicable growth in revenue because customers that are serious are putting a lot of their most important problems in our hands." More News from Barchart That statement cuts to the heart of Palantir's evolving business model and what makes the AI software maker fundamentally different from its competitors. www.barchart.com Palantir's Revenue Grew 70% in Q4 Palantir reported fourth-quarter revenue of $1.41 billion, crushing Wall Street's estimate of $1.33 billion and representing 70% year-over-year (YoY) growth. The company reported adjusted earnings of $0.25 per share, beating the $0.23-per-share consensus. U.S. government revenue climbed 66% YoY to $570 million, while U.S. commercial revenue more than doubled to $507 million. The company's U.S. business now accounts for 77% of total revenue, growing 93% YoY. But the real story lies in what Karp highlighted: customer count grew just 34% YoY to 954, while revenue from the top 20 customers jumped 45% to $94 million per customer on a trailing 12-month basis. Karp's comment reveals Palantir's strategy of going deeper rather than wider with its customer base. "It's not just that you get more problems," Karp explained during the call. "It's that you solve them in a way that is determinative from the business and then they pay you a lot more." The company closed 61 deals worth over $10 million in the fourth quarter, according to executives on the call. Total contract value bookings hit a record $4.3 billion, up 138% YoY. Palantir executives shared examples of customers expanding rapidly after seeing results. O...
One big event could send Oklo shares soaring again in 2026. Oklo (OKLO 8.59%) stock skyrocketed 238% in 2025, according to data provided by S&P Global Market Intelligence. At one point, the nuclear energy stock was up over 700% last year. A perfect storm of pro-nuclear policies and groundbreaking deals turned Oklo into a market darling, sending its shares to an all-time high of $193.84 in 2025. Ok...
One big event could send Oklo shares soaring again in 2026. Oklo (OKLO 8.59%) stock skyrocketed 238% in 2025, according to data provided by S&P Global Market Intelligence. At one point, the nuclear energy stock was up over 700% last year. A perfect storm of pro-nuclear policies and groundbreaking deals turned Oklo into a market darling, sending its shares to an all-time high of $193.84 in 2025. Oklo, however, is currently trading 60% below its peak value, sparking debate about what lies ahead for the stock in 2026. What happened with Oklo stock in 2025? Oklo's fast-fission nuclear energy plants, called Aurora powerhouses, can address the most prominent challenge data center builders and operators are currently facing -- that of an abundant, steady on-site power supply. Oklo aims to generate power from its small, modular reactors and sell it directly to end consumers under long-term contracts. Oklo is still a pre-revenue company and yet to complete its first reactor, but its rapid progress in 2025 sent shares into the stratosphere. The massive rally was mainly fueled by a series of high-impact collaborations, particularly its strategic partnerships with the U.S. Department of Energy (DOE). The DOE selected Oklo for multiple projects under its reactor pilot program. Oklo broke ground on its first Aurora powerhouse at the Idaho National Laboratory (INL) in September 2025. Oklo was also among the handful of companies selected for the DOE's advanced nuclear fuel line pilot projects, under which the nuclear energy company will build and operate three fuel-fabrication facilities to fuel its reactors. Fast fission plants can run on repurposed fuel, enabling Oklo to recycle used nuclear fuel. Expand NYSE : OKLO Oklo Today's Change ( -8.59 %) $ -6.70 Current Price $ 71.30 Key Data Points Market Cap $12B Day's Range $ 69.76 - $ 77.26 52wk Range $ 17.42 - $ 193.84 Volume 3.9M Avg Vol 13M In January 2026, Oklo hit another milestone when the DOE selected it to construct and opera...
KT provides telecom and digital media services to consumers and enterprises in South Korea and abroad, with a broad subscription base. On February 3, 2026, NAN FUNG TRINITY (HK) LTD disclosed a new position in KT (KT +1.17%). What happened According to a recent SEC filing dated February 3, 2026, NAN FUNG TRINITY (HK) LTD initiated a new position in KT by acquiring 1,492,440 shares. The estimated t...
KT provides telecom and digital media services to consumers and enterprises in South Korea and abroad, with a broad subscription base. On February 3, 2026, NAN FUNG TRINITY (HK) LTD disclosed a new position in KT (KT +1.17%). What happened According to a recent SEC filing dated February 3, 2026, NAN FUNG TRINITY (HK) LTD initiated a new position in KT by acquiring 1,492,440 shares. The estimated trade size was $28.31 million, calculated using the quarterly average price for the period. The value of the KT stake at quarter-end matched this figure, reflecting both the acquisition and subsequent price changes. What else to know This was a new position, with KT representing 2.24% of the fund’s 13F reportable assets after the trade Top holdings following the filing: NYSEMKT:EWY: $89.52 million (7.1% of AUM) NYSEMKT:EWZ: $63.70 million (5.0% of AUM) NASDAQ:AMZN: $42.17 million (3.3% of AUM) NYSE:AMCR: $38.62 million (3.1% of AUM) NASDAQ:NVDA: $36.30 million (2.9% of AUM) As of February 3, 2026, KT shares were priced at $20.90, up 20.1% over the past year, outperforming the S&P 500 by 4.73 percentage points Company Overview Metric Value Price (as of market close 2026-02-03) $20.90 Market Capitalization $10.12 billion Revenue (TTM) $19.20 billion Net Income (TTM) $698.29 million Company Snapshot Provides integrated telecommunications services, including fixed-line and mobile telephony, broadband internet, IPTV, satellite TV, and digital content platforms. Generates revenue primarily from subscription-based telecom services, media content delivery, and value-added IT and network solutions for both consumer and enterprise markets. Serves a broad customer base in South Korea and internationally, including individual consumers, businesses, and institutional clients seeking advanced connectivity and digital services. KT Corporation is a leading South Korean telecommunications provider with significant scale, serving millions of mobile and IPTV subscribers. The company leverages ...
Lisa-Blue/iStock via Getty Images Introduction German American Bancorp ( GABC ) is an Indiana-based financial holding company that owns the German American Bank. That bank has almost 100 offices throughout Indiana, Kentucky, and Ohio. With an excess of $8B in assets on the balance sheet, this is a decent-sized regional bank. Data by YCharts A quick look at the initial Q4 results German American Ba...
Lisa-Blue/iStock via Getty Images Introduction German American Bancorp ( GABC ) is an Indiana-based financial holding company that owns the German American Bank. That bank has almost 100 offices throughout Indiana, Kentucky, and Ohio. With an excess of $8B in assets on the balance sheet, this is a decent-sized regional bank. Data by YCharts A quick look at the initial Q4 results German American Bancorp reported a record profit in the final quarter of 2025 thanks to its very robust net interest margin of 4.13% and the low amount of loan loss provisions. Although the bank still has to publish its annual report, it has already provided plenty of data on its Q4 results, allowing us to have a good impression of where the bank stands right now. In the final quarter of 2025, the bank reported a pretty stable interest income of $109.3M (an increase of just under 1%) but as the total amount of interest expenses decreased by in excess of 5%, the net interest income jumped by approximately 4% to just under $79M. GABC Investor Relations As the income statement above shows, the bank still relies on its net interest income as its net non-interest result remains pretty weak: but with a net non-interest expense of around $32.5M, the robust net interest result is definitely strong enough to take care of those operating expenses. And as the amount of loan loss provisions remained very reasonable at just $2.2M, the pre-tax income of $43.8M remained stable compared to the third quarter of the year, while it represented an increase of approximately 50% compared to the final quarter of 2024. The latter likely isn’t a good comparison, as the bank has since closed an acquisition, but even if you look at the EPS, despite the increased share count, the EPS still increased by almost 22% . This also was an opportune moment for the bank to increase its dividend, which was hiked by 7% to $0.31 per share . This marks the 14 th consecutive year the dividend has been increased. And while the curren...
patty_c/iStock Unreleased via Getty Images By Mike Larson A new company just hit the $1 trillion market capitalization milestone... and it isn’t a Big Tech name based in Silicon Valley. It’s an old-school retailer headquartered in Bentonville, Arkansas. Welcome to the club, Walmart Inc. ( WMT )! Yesterday’s rally above $128 pushed Walmart into the rarefied air of trillion-dollar companies - with i...
patty_c/iStock Unreleased via Getty Images By Mike Larson A new company just hit the $1 trillion market capitalization milestone... and it isn’t a Big Tech name based in Silicon Valley. It’s an old-school retailer headquartered in Bentonville, Arkansas. Welcome to the club, Walmart Inc. ( WMT )! Yesterday’s rally above $128 pushed Walmart into the rarefied air of trillion-dollar companies - with its market cap hitting $1.02 trillion. It now sits just behind Berkshire Hathaway Inc. ( BRK.B ) at $1.06 trillion... and just ahead of Eli Lilly & Co. ( LLY ) at $898 billion. Of course, the biggest US-traded companies are still in the technology sector. Nvidia Corp. ( NVDA ) is the champ at $4.3 trillion, followed by Alphabet Inc. ( GOOGL ) at $4.1 trillion. But the MoneyShow Chart of the Day speaks volumes about the rotation underway! It shows the percentage gain in market cap year-to-date. WMT has gained almost 15%, while NVDA has lost just under 4%. In Market Cap Race, Walmart Taking the Lead (Data by YCharts) You can see evidence of rotation all over the markets, too. Small caps are beating big caps . “ Sleeper ” sectors are beating the S&P 500 Index ( SPX ). Groups like materials and industrials are outpacing tech. And if some MoneyShow experts are right , this will be the market story for 2026. So, welcome to the club, Walmart. We’ll see who else makes it past the trillion-dollar velvet rope this year. If recent trends continue, it might not be another tech titan. Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors. Originally published on MoneyShow.com
With Michigan Economic Development Corporation support, the 15,000-sq-ft lab advances AI solutions for energy management in critical systems like the electric grid and data centers Ann Arbor, Michigan, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Utilidata , a pioneer in embedded AI for power infrastructure backed by NVIDIA, announced the opening of a new innovation lab that will also serve as its headquarte...
With Michigan Economic Development Corporation support, the 15,000-sq-ft lab advances AI solutions for energy management in critical systems like the electric grid and data centers Ann Arbor, Michigan, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Utilidata , a pioneer in embedded AI for power infrastructure backed by NVIDIA, announced the opening of a new innovation lab that will also serve as its headquarters in Ann Arbor, Michigan, a region known as an epicenter for ingenuity and technology advancement. The new space will serve as the company’s primary hub for testing, product development, and collaboration with partners across the technology, AI, and energy sectors. “Michigan is on the move and open for business, competing for and winning big projects in next-generation industries from cars to AI,” said Governor Whitmer. “Today’s announcement will create 25 new good-paying jobs and help cement Michigan as the best place for cutting-edge research and development that moves our nation forward. Let’s keep working together to show the world that Michigan is the best place to build the future.” The move is supported by a $250,000 grant through the Michigan Business Development Program (MBDP), administered by the Michigan Economic Development Corporation (MEDC). The lab currently employs 18 staff members on site, accounting for 25% of Utilidata’s workforce, and is expected to create 25 new full-time jobs and strengthen partnerships with key local collaborators The Ann Arbor headquarters includes dedicated distributed energy resources (DER) and data center labs that enable rapid prototyping and testing and will support the scaling of its autonomous power management platform, Karman , across critical energy infrastructure. Utilidata’s team of engineers will use the expanded space to build hardware components, test new software and AI algorithms, with their main focus of testing Karman in data center servers. The data center lab currently houses NVIDIA B200 servers running AI worklo...
There is a good reason why Rivian is a better pick. While electric vehicle (EV) continue to draw investor interest, they are no longer trading on hype alone. Instead, investors are picking stakes in companies that demonstrate growing demand, scaling production, improving margins, and limited dilution risk. Two key contenders are U.S.-based Rivian Automotive (RIVN +1.18%) and China-based Nio (NIO 1...
There is a good reason why Rivian is a better pick. While electric vehicle (EV) continue to draw investor interest, they are no longer trading on hype alone. Instead, investors are picking stakes in companies that demonstrate growing demand, scaling production, improving margins, and limited dilution risk. Two key contenders are U.S.-based Rivian Automotive (RIVN +1.18%) and China-based Nio (NIO 1.32%). Both EV companies offer solid products and offerings, but one of them seems better positioned for the next couple of years. Let's see which one. Rivian Rivian is transforming from a premium EV player to a mass-market EV contender. Its upcoming R2 vehicle is designed as a midsize, five-seat mass-market SUV to compete in one of the most significant U.S. volume segments, most directly with Tesla's Model Y. Management has highlighted a targeted starting price for the R2 of $45,000, below the U.S. average new vehicle price of just over $50,000, and it's slated for launch in the first half of 2026. This could significantly expand the company's addressable market. The company also expects the R2 to become gross-profit-positive on a per-vehicle basis by the end of 2026. Rivian is also evolving into an automotive technology and software player. The multibillion-dollar joint venture with Volkswagen is expected to provide Rivian with $2.5 billion in capital over the next couple of years. In return, Rivian is licensing its software-defined vehicle architecture to a global automaker. This can eventually turn software and services into a significant, high-margin revenue stream for Rivian. Expand NASDAQ : RIVN Rivian Automotive Today's Change ( 1.18 %) $ 0.17 Current Price $ 14.58 Key Data Points Market Cap $18B Day's Range $ 14.25 - $ 14.61 52wk Range $ 10.36 - $ 22.69 Volume 204K Avg Vol 45M Gross Margin -159.38 % Rivian is already manufacturing and delivering vehicles at a significant scale. The company produced 42,284 vehicles and delivered 42,247 vehicles in 2025. The company ...