Long-term growth reigns supreme in fundamentals, but for big tech companies, a half-decade historical view may miss emerging trends in AI. Amazon’s annualized revenue growth of 11.7% over the last two years is below its five-year trend, but we still think the results suggest healthy demand. Over the same period, Amazon’s big tech peers Alphabet, Microsoft, and Apple put up annualized growth rates of 17.2%, 14.8%, and 8.2%, respectively. This is an important consideration because investors often use the comparisons as a starting point for their valuations. When adjusting for these benchmarks, we think Amazon’s price is fair. Amazon shows that fast growth and massive scale can coexist despite conventional wisdom. The company’s revenue base of $386.1 billion five years ago has increased to $716.9 billion in the last year, translating into an excellent 13.2% annualized growth rate. “AWS growing 24% (our fastest growth in 13 quarters), Advertising growing 22%, Stores growing briskly across North America and International, our chips business growing triple digit percentages year-over-year—this growth is happening because we’re continuing to innovate at a rapid rate, and identify and knock down customer problems,” said Andy Jassy, President and CEO, Amazon. Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 13.6% year on year to $213.4 billion. The company expects next quarter’s revenue to be around $176 billion, close to analysts’ estimates. Its GAAP profit of $1.95 per share was in line with analysts’ consensus estimates. Story Continues Amazon Year-On-Year Revenue Growth This quarter, Amazon reported year-on-year revenue growth of 13.6%, and its $213.4 billion of revenue exceeded Wall Street’s estimates by 0.9%. Company management is currently guiding for a 13.1% year-on-year increase in sales next quarter. Looking further ahead, sell-side This projection is admirable for a company of its s...

Palantir stock extends two-day slide after hours as AI disruption fears keep traders defensive TechStock²

Amazon’s (NASDAQ:AMZN) Q4 CY2025: Beats On Revenue But Stock Drops Yahoo Finance

Molina Healthcare press release ( MOH ): Q4 Non-GAAP EPS of -$2.75. Revenue of $11.38B (+8.5% Y/Y) beats by $480M . The Company issued its full year 2026 earnings guidance with expected premium revenue of approximately $42 billion and adjusted earnings of at least $5.00 per diluted share. The adjusted earnings guidance is burdened by $2.50 per share related to the implementation of a new Medicaid contract and underperformance in the traditional Medicare Advantage Part D (“MAPD”) product, which the Company will exit for 2027. New store embedded earnings are now over $11.00 per diluted share vs $13.71 consensus Shares -27% . More on Molina Healthcare Buy The Molina Dip: CMS Proposes Flat Medicare Advantage Increases For 2027 Molina Healthcare: A Mispriced Compounder Experiencing Transitory Margin Pressure Molina: Short-Term Headwinds Necessitate Holding Molina Healthcare Q4 2025 Earnings Preview Humana, other insurers fall on flat rates for Medicaid Advantage payments in 2027

Earnings Call Insights: O'Reilly Automotive, Inc. (ORLY) Q4 2025 Management View CEO Brad Beckham opened by congratulating Team O'Reilly for a strong year, highlighting a 5.6% increase in comparable store sales for the fourth quarter and a full-year comp growth of 4.7%, which surpassed initial guidance. Beckham stated that "our total '25 sales reflect an increase of over 50% in total sales volume over the last 5 years, representing growth of over $6 billion since 2020." He emphasized market share gains and the company's commitment to customer service as key drivers. Beckham addressed both strengths and headwinds, noting that "for the full year, we generated operating profit of $3.5 billion, a 6.4% increase over 2024," and cited cost pressures, especially from rising team member health care and self-insurance. He added, "During the fourth quarter, we generated diluted earnings per share of $0.71, which represents an increase of 13% over the prior year. For the full year, we generated EPS of $2.97, which was an increase of 10% over 2024." Beckham detailed strong professional segment performance, with over 10% comparable store sales growth for the second consecutive quarter, and steady, though pressured, low single-digit DIY growth. He noted stabilization in DIY demand but continued caution regarding discretionary categories. The CEO announced plans for 225 to 235 net new store openings in 2026, including continued international expansion into Mexico and Canada, and highlighted the opening of a new distribution center in Stafford, Virginia. Brent Kirby, President, reported, "Our fourth quarter gross margin of 51.8% was a 49 basis point increase from the fourth quarter of 2024 and above our expectations." Kirby projected further gross margin expansion in 2026, setting a guidance range of 51.5% to 52%. CFO Jeremy Fletcher stated, "For 2026, we expect our total revenues to be between $18.7 billion and $19 billion." He provided earnings per share guidance of $3.10 to $3.20...

Amazon Q4 Highlights: Mixed Earnings, AWS Growth Hits Fastest Rate In 3 Years, CapEx $200B In 2026 Benzinga

Earnings Call Insights: Ares Management Corporation (ARES) Q4 2025 Management View Michael Arougheti, CEO, highlighted that "our strong fourth quarter cemented another record year for Ares" as the company surpassed $600 billion in AUM, reaching $622 billion, and achieved $113 billion in total fundraising for the year, including a record $36 billion in the fourth quarter. He noted this was accomplished "without our 2 largest private credit campaign funds in the market." CEO Arougheti reported that the acquisition of GCP in March expanded Ares' real estate and digital infrastructure offerings, making Ares "a global top 3 owner and operator of industrial real estate." He also emphasized significant investments in AI initiatives, stating the firm undertook over 25 AI projects focused on investment decision making, sales optimization, and productivity. The CEO expressed confidence in the firm’s positioning for 2026, citing "significant pent-up demand," an "improving interest rate environment," a "record level" aggregate investment pipeline, and a "high" visibility into future growth with $100 billion of AUM already raised that will earn fees once invested. Jarrod Phillips, CFO, stated, "We continue to build on our strong momentum into year-end, extending the financial records we set in prior years across management fees, FRE, realized income and after-tax RI per share, each of which exhibited strong year-over-year growth." Outlook CEO Arougheti declared, "we expect our total fundraising for 2026 to be as good or better than our record year in 2025." CFO Phillips stated, "we expect the 2026 FRE margin to come in at the high end of our annual target range of 0 to 150 basis points." Phillips provided guidance that for the full year of 2026, "we continue to expect our European style net realized performance income will total approximately $350 million, which would more than double 2025 levels." Phillips also shared, "for 2026, we anticipate an effective tax rate on our reali...

In trading on Thursday, shares of Four Corners Property Trust Inc (Symbol: FCPT) crossed above their 200 day moving average of $25.42, changing hands as high as $25.50 per share. Four Corners Property Trust Inc shares are currently trading up about 2.4% on the day. The chart below shows the one year performance of FCPT shares, versus its 200 day moving average: Looking at the chart above, FCPT's low point in its 52 week range is $22.78 per share, with $29.81 as the 52 week high point — that compares with a last trade of $25.43. Click here to find out which 9 other dividend stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Thursday, shares of Atkore Inc (Symbol: ATKR) crossed below their 200 day moving average of $66.13, changing hands as low as $65.86 per share. Atkore Inc shares are currently trading off about 4.4% on the day. The chart below shows the one year performance of ATKR shares, versus its 200 day moving average: Looking at the chart above, ATKR's low point in its 52 week range is $49.92 per share, with $80.06 as the 52 week high point — that compares with a last trade of $65.90. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Source: Bloomberg, 0:00

ESCO Technologies press release ( ESE ): Q1 Non-GAAP EPS of $1.64 beats by $0.32 . Revenue of $289.6M (+17.2% Y/Y) beats by $0.3M . More on ESCO Technologies ESCO Technologies Inc. (ESE) Q4 2025 Earnings Call Transcript ESCO Technologies Inc. 2025 Q4 - Results - Earnings Call Presentation ESCO Technologies outlines 24% to 29% EPS growth for 2026 while expanding navy and aerospace presence ESCO Technologies Non-GAAP EPS of $2.32 beats by $0.19, revenue of $352.67M beats by $46.28M Seeking Alpha’s Quant Rating on ESCO Technologies

Earnings Call Insights: Stewart Information Services Corporation (STC) Q4 2025 Management View CEO Frederick Eppinger highlighted, "we grew revenues by 18%, net income by 48% and adjusted EPS by 46% full year '25. That growth has allowed us to gain share and improve margins." He noted progress in all business lines, including a 34% increase in domestic commercial revenues and a 22% rise in real estate solutions revenue for 2025. Eppinger announced, "At the end of '25, we also rounded out our lender services portfolio with the acquisition of Mortgage Contracting Services, also known as MCS," and emphasized the firm's enhanced financial flexibility after upsizing the credit facility to $300 million and a $140 million equity raise. The dividend was increased for the fifth straight year, from $2 to $2.10 per share. The CEO detailed, "virtually all of our growth was organic, but we will continue to set our sights on additional profitable growth through targeted acquisitions." CFO David Hisey stated, "Fourth quarter net income was $36 million or diluted earnings per share of $1.25 on revenues of $791 million...On an adjusted basis, fourth quarter net income was 50% higher at $48 million or $1.65 diluted earnings per share compared to $32 million or $1.17 diluted earnings per share." Outlook Eppinger projected, "we believe we have rounded the corner and are heading in the right direction to get back to a more normalized existing home sales environment in the coming years. We do not anticipate existing home sales getting all the way back to their long-term historic average of 5 million units in '26, but we believe we will begin to see modest market improvements in '26." He added, "For the full year '26, we fully expect to improve margins and deliver in the low teen range for this segment and expect that our recent acquisition of MCS will help us improve our historical margin outlook." Management continues to target commercial share gains, with Eppinger stating, "we're proba...

Reinsurance Group of America press release ( RGA ): Q4 Non-GAAP EPS of $7.75 beats by $2.00 . Revenue of $6.64B (+26.7% Y/Y) beats by $390M . Shares +1.95% . Net income available to RGA shareholders of $6.97 per diluted share Strong investment results, including favorable variable investment income Repurchased $50 million of common shares More on Reinsurance Group of America Reinsurance Group Of America: Lock In 2% 'Alpha' With The Baby Bonds Seeking Alpha’s Quant Rating on Reinsurance Group of America Historical earnings data for Reinsurance Group of America Dividend scorecard for Reinsurance Group of America Financial information for Reinsurance Group of America

原油下跌，美伊谈判前景缓解对供应可能受阻的担忧。铜价继续下跌。白银价格重挫，在遭遇历史性暴跌之后银价还在寻底之中，黄金价格也下跌。 原油：油价下跌 伊朗确认将与美国谈判 原油三天来首次下跌，伊朗确认将与美国谈判的消息缓解了立即爆发军事冲突并导致供应受阻的风险。 WTI在先前两个交易日上涨4.8%后回落，结算价报每桶63美元左右；布伦特跌至每桶68美元下方。 伊朗外长阿巴斯·阿拉格齐在社交媒体发文确认美伊会谈将于周五在阿曼举行。 在美国私营部门就业数据重新引发对经济放缓以及石油需求可能减弱的担忧后，原油期货跌幅进一步扩大。 在沙特将面向亚洲买家的主要原油品种售价下调至数年来最低水平后，原油收复部分跌幅。此次降价幅度小于业内许多人士此前预期，被视为沙特对原油需求仍具信心的信号。 “我们确实看到目前存在一定程度的供应过剩，但我认为，这与地缘政治挑战带来的高度不确定性形成平衡，”壳牌首席执行官Wael Sawan接受采访时表示。“这种不确定性和波动性带来溢价。” 交易员还在密切关注本周的乌克兰和平谈判。乌克兰总统泽连斯基表示，谈判将受到俄罗斯袭击乌克兰能源基础设施的影响，并呼吁美国提供更多武器。 3月WTI原油在纽约市场下跌2.8%，结算价每桶63.29美元。 4月布伦特原油下跌2.8%，至每桶67.55美元。 基本金属 铜价跌破13000美元，伦敦金属交易所（LME）位于亚洲的库存大增。 国元期货分析师范芮表示，库存上升表明，在美国铜价溢价消失后，交易员把原本运往美国的铜转而存入其他地区的LME仓库。 咨询机构我的钢铁网的数据显示，周三全国精炼铜现货日成交量达25，300吨，较周一创下的三个月高点38，121吨大降。 截至收盘，LME期铜下跌1.1%，报12903美元/吨； LME期铝下跌1.4%，报3027美元/吨； LME期镍下跌1.8%，报17071美元/吨； LME期锌下跌0.2%，报3302美元/吨； LME期锡下跌4.3%，报46458美元/吨； LME期铅下跌0.6%，报1955.5美元/吨。 贵金属 白银价格重挫，抹去此前两日涨幅，在遭遇历史性暴跌之后银价还在寻底之中。黄金价格也下挫。 白银价格周四一度下跌18%，在经历了一波似乎过猛、过快的破纪录涨势后，白银价格已从1月29日创下的历史高点回落超过三分之一。 华侨银行策略师Christopher Wong...

In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Amazon Web Services CEO Matt Garman delivers a keynote address at the AWS re:Invent conference in Las Vegas on Dec. 2, 2025. Noah Berger | Amazon Web Services | Getty Images Amazon said Thursday that revenue from its cloud unit increased almost 24% in the fourth quarter, topping analysts' estimates. Amazon Web Services generated $35.58 billion in revenue, according to a statement . Analysts polled by StreetAccount had expected $34.93 billion. AWS represented about 17% of Amazon's total revenue for the quarter. Operating income within AWS came to $12.47 billion, more than StreetAccount's $11.91 billion consensus, accounting for most of its parent company's profits. AWS' operating margin widened slightly to 35% from 34.6% in the third quarter . Amazon leads the cloud infrastructure market, which its introduced almost 20 years ago, but Google and Microsoft have rapidly growing businesses in the space and, according to many analysts, are seeing stronger growth from artificial intelligence services. On Wednesday, Alphabet said revenue from the Google Cloud group, which includes Google Workspace productivity software bundles along with Google Cloud Platform infrastructure, jumped about 48% , the fastest growth since 2021. Microsoft said last week that revenue from Azure and other cloud services expanded 39% . During the fourth quarter, AWS introduced Nova Forge , which provides access to Amazon generative AI models during the training stage for advanced customization, and announced a $38 billion spending commitment from OpenAI. The major cloud providers have all been rushing to offer more AI infrastructure to model builders such as Anthropic and OpenAI. AWS CEO Matt Garman said on Tuesday that AWS added almost 4 gigawatts of computing capacity in 2025. Last week Microsoft CEO Satya Nadella said the software company brought almost a gigawatt online through the fourth quarter. Amazon said it foresees $200 ...

Arrowhead Pharmaceuticals press release ( ARWR ): Q1 GAAP EPS of $0.22 beats by $0.37 . Revenue of $264.03M beats by $33.18M . Shares -2% . More on Arrowhead Pharmaceuticals Arrowhead Pharmaceuticals, Inc. (ARWR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Arrowhead Pharmaceuticals, Inc. (ARWR) Discusses Interim Results From Obesity Candidates and Advances in Treatment Approaches - Slideshow Arrowhead Pharmaceuticals, Inc. (ARWR) Discusses Interim Results From Obesity Candidates and Advances in Treatment Approaches Transcript Arrowhead Pharmaceuticals Q1 2026 Earnings Preview Arrowhead Pharmaceuticals prices upsize convertible notes offering to $625M and stock offering at $64.50

News press release ( NWSA ): Q2 Non-GAAP EPS of $0.40 beats by $0.03 . Revenue of $2.36B (+5.4% Y/Y) beats by $60M . Second quarter Total Segment EBITDA was $521 million, a 9% increase compared to $478 million in the prior year. Results include a $16 million one-time write-off primarily related to inventory at HarperCollins’ international operations More on News News Q2 2026 Earnings Preview News Corp launches California Post tabloid this week Seeking Alpha’s Quant Rating on News Historical earnings data for News Dividend scorecard for News

"The great thing about this movie is that it could be made every year and it would still be so moving and so interesting," she added. "There are so many different takes. I think every year we should have a new one."

Bloom Energy press release ( BE ): Q4 Non-GAAP EPS of $0.45 beats by $0.15 . Revenue of $777.7M (+35.9% Y/Y) beats by $132.38M . Product and service revenue of $700.2 million in the fourth quarter of 2025, an increase of 33.2% compared to $525.5 million in the fourth quarter of 2024. Bloom provides outlook for the full-year 2026: Revenue: $3.1B - $3.3B vs $2.58B consensus Non-GAAP Gross Margin: ~32% Non-GAAP Operating Income: $425M - $475M Non-GAAP EPS: $1.33 - $1.48 Click to enlarge Shares +12% . More on Bloom Energy Investing Experts Live: Beth Kindig And Andres Cardenal's Top Growth Picks For 2026 Bloom Energy: Solving The AI Data Center Power Bottleneck Bloom Energy's AI Narrative Is Real - The Question Is Timing Bloom Energy Q4 2025 Earnings Preview Bloom Energy surges as AEP signs $2.65B fuel cell deal

Microsoft Downgrade Sends MSFT Stock Below $400, Eyeing $345 If Support Breaks FXLeaders

文章提及标的 roblox -- roblox（RBLX）四季度营收14.2亿美元，分析师预期14.4亿美元；四季度日活用户数(DAU)为1.44亿，分析师预期1.4亿。公司预计2026年预定金额82.8亿-85.5亿美元，分析师预期80.5亿美元。(财联社)

QuinStreet press release ( QNST ): Q2 Non-GAAP EPS of $0.24 beats by $0.04 . Revenue of $288M beats by $12.93M . Adjusted EBITDA for the fiscal second quarter was $21.0 million, up 8% year-over-year. For the fiscal second quarter, the Company generated $21.6 million in operating cash flow and closed the quarter with $107.0 million in cash and cash equivalents and no bank debt. More on QuinStreet QuinStreet acquires digital marketplace platform HomeBuddy for $190M Seeking Alpha’s Quant Rating on QuinStreet Historical earnings data for QuinStreet Financial information for QuinStreet

Regency Centers press release ( REG ): Q4 FFO of $1.17 in-line. Reported Core Operating Earnings of $1.12 per diluted share for the fourth quarter, and $4.41 per diluted share for the full year Increased Same Property Net Operating Income ("NOI") for the fourth quarter by 4.7% year-over-year, and for the full year by 5.3%, excluding termination fees Increased Same Property percent leased by 10 basis points sequentially to 96.5% Executed 6.8 million square feet of comparable new and renewal leases during the full year at blended rent spreads of 10.8% on a cash basis and 21.4% on a straight-lined basis Started $97 million of new development and redevelopment projects in the fourth quarter, bringing full year total project starts to approximately $318 million Completed $164 million of development and redevelopment projects in the fourth quarter, bringing full year total project completions to approximately $212 million As of December 31, 2025, Regency's in-process development and redevelopment projects had estimated net project costs of $597 million at a blended estimated yield of 9% During the full year 2025, acquired approximately $538 million of high-quality shopping centers Pro-rata net debt and preferred stock to TTM operating EBITDA re at December 31, 2025 was 5.1x Subsequent to quarter end, on February 4, 2026, Regency's Board of Directors (the "Board") declared a quarterly cash dividend on the Company's common stock of $0.755 per share 2026 Guidance Regency Centers is hereby providing initial 2026 Guidance, as summarized in the table below. Please refer to the Company’s fourth quarter 2025 "Earnings Presentation" and "Quarterly Supplemental Disclosure" for additional detail. All materials are posted on the Company’s website at investors.regencycenters.com. Full Year 2026 Guidance (in thousands, except per share data) 2025 Actual 2026 Guidance Net Income Attributable to Common Shareholders per diluted share $ 2.82 $2.35 - $2.39 Nareit Funds From Operations (“Nar...

Nearly 30% of people surveyed say Social Security eligibility was a major reason they decided to retire.

Amazon stock fell about 8% in afterhours trading following the company's latest earnings report. The retail and technology giant said it expected to make capital expenditures of $200 billion in 2026, as the company accelerates spending on artificial-intelligence projects.

美国芝商所（CME）将其COMEX 100黄金期货的初始保证金从8％上调至9％，将其COMEX 5000白银期货的初始保证金比例从15%上调至18%。（财联社）

Gaming and hospitality company Boyd Gaming (NYSE:BYD) reported Q4 CY2025 results exceeding the market’s revenue expectations , with sales up 2% year on year to $1.06 billion. Its non-GAAP profit of $2.21 per share was 14.2% above analysts’ consensus estimates. Is now the time to buy Boyd Gaming? Find out in our full research report. Boyd Gaming (BYD) Q4 CY2025 Highlights: Revenue: $1.06 billion vs analyst estimates of $1.02 billion (2% year-on-year growth, 4% beat) Adjusted EPS: $2.21 vs analyst estimates of $1.94 (14.2% beat) Adjusted EBITDA: $308 million vs analyst estimates of $307.9 million (29% margin, in line) Operating Margin: 15.7%, down from 25.1% in the same quarter last year Market Capitalization: $6.62 billion Company Overview Run by the Boyd family, Boyd Gaming (NYSE:BYD) is a diversified operator of gaming entertainment properties across the United States, offering casino games, hotel accommodations, and dining. Revenue Growth A company’s long-term sales performance is one signal of its overall quality. Any business can have short-term success, but a top-tier one grows for years. Over the last five years, Boyd Gaming grew its sales at a 13.4% compounded annual growth rate. Although this growth is acceptable on an absolute basis, it fell short of our standards for the consumer discretionary sector, which enjoys a number of secular tailwinds. Boyd Gaming Quarterly Revenue Long-term growth is the most important, but within consumer discretionary, product cycles are short and revenue can be hit-driven due to rapidly changing trends and consumer preferences. Boyd Gaming’s recent performance shows its demand has slowed as its annualized revenue growth of 4.6% over the last two years was below its five-year trend. Note that COVID hurt Boyd Gaming’s business in 2020 and part of 2021, and it bounced back in a big way thereafter. Boyd Gaming Year-On-Year Revenue Growth We can dig further into the company’s revenue dynamics by analyzing its most important segment...

More on Amazon Amazon Earnings: The $700 Billion Milestone And The AI Crossroads Alphabet And Amazon Earnings Previews: What's Happening To Margins? Amazon Q4 Preview: Asymmetric Downside If AWS Prints Below $34.9B In Revenue Amazon slides as investors eye profit guidance, $200B capex forecast Amazon GAAP EPS of $1.95 misses by $0.01, revenue of $213.4B beats by $2.17B