Amazon stock falls 8% on $200 billion spending forecast, earnings miss CNBC

Fusion power’s biggest question remains unanswered: how do you ensure the cost to start the fusion reaction isn’t higher than the price at which you can sell the power? Plenty of people have ideas, but no one has cracked it yet. Commonwealth Fusion Systems, for example, is confident enough that it’s building a massive reactor that costs several hundred million dollars. But the device won’t be turned on until next year, leaving the question unanswered for now. Other companies that were founded more recently think they have a shot at building a fusion power plant for less, including Pacific Fusion, which today announced the results of a series of experiments it performed at Sandia National Laboratory that it says will eliminate some costly parts of its approach. The company exclusively shared the results with TechCrunch. Fusion power promises to generate large amounts of electricity 24/7 and deliver it in a way that’s familiar to today’s grid operators. Most fusion startups are targeting the early to mid-2030s to switch on their first commercial fusion power plant. Pacific Fusion is chasing an approach known as pulser-driven inertial confinement fusion (ICF). At its core, it’s similar to the experiments carried out at the National Ignition Facility (NIF). The company compresses small fuel pellets in rapid succession, and that compression causes atoms inside the fuel to fuse and release energy. But where NIF uses lasers to kick off the compression, Pacific Fusion wants to use massive pulses of electricity. Those pulses will create a magnetic field that encircles the fuel pellet — about the size of a pencil eraser — causing it to compress in less than 100 billionths of a second. “The faster you can implode it, the hotter it’ll get,” Keith LeChien, co-founder and CTO of Pacific Fusion, told TechCrunch. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day...

For years, Alphabet-owned Waymo has tried to set itself apart from other self-driving startups by emphasizing a culture of caution and safety. Now, just ahead of major planned rollouts across the country, it is facing a recurring failure in one of the most sensitive places imaginable: school zones. In December, the National Highway Traffic Safety Administration (NHTSA) opened an investigation into Waymo after Austin’s largest school district reported at least 19 incidents where the company’s robotaxis failed to fully stop for school buses during loading and unloading — an illegal violation in all 50 states. Waymo quickly responded by issuing a voluntary software recall and rolling out updates intended to fix the problem. But the patch didn’t work. Since the update, Austin Independent School District (ISD) says at least four additional violations have occurred, including one as recently as January 19th, when a Waymo vehicle was filmed breezing through the opposite lane of traffic as children waited to cross the street and board a bus with its stop arm extended. In total, at least 24 safety violations involving Waymo vehicles and school buses have been reported in Austin since the start of the 2025 school year. Waymo has defended itself, in part, by noting that none of the Austin school bus incidents resulted in a collision or injury. But that’s no longer strictly the case nationwide. Last week, Waymo published a blog post acknowledging that one of its vehicles struck a child outside a Santa Monica elementary school on January 23rd. Although the school district told The Washington Post that the child sustained only minor injuries, the outcome could have been far worse: Waymo says the vehicle slowed from 17 mph to 6 mph in the instant before impact. Experts specializing in autonomous vehicle safety and pedestrian interaction told The Verge that these incidents were concerning, particularly given the company’s stated goal of making its vehicles drive more “confidently a...

is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Microsoft has a big year ahead for Xbox as it marks its 25-year milestone. After the tough decision to release more Xbox games on rival consoles two years ago, 2026 is a chance to refocus on the platform and celebrate some of Xbox’s biggest franchises. It’s also an opportunity for Microsoft to define its vision for the future of Xbox, after months of confusion from fans and plummeting Xbox hardware sales. Xbox kicked off 2026 with its annual Developer Direct last month, a preview of some of the games it’s publishing this year. Microsoft is lining up its “four horsemen” for 2026: Forza, Halo, Fable, and Gears of War. These franchises have been the driving force behind Microsoft’s own Xbox games over the past 25 years, and I’m told there’s a big effort internally to ensure all four games debut on time this year. Forza Horizon 6 is first up on May 19th, and sources at Microsoft tell me that Halo: Campaign Evolved is tentatively targeting release over the summer. Microsoft is planning to release Fable in the fall, with Gears of War: E-Day also scheduled for the second half of 2026. I understand Microsoft has a good idea of when both should launch, but it’s also keen to avoid being too close to Grand Theft Auto VI’s November 19th date. Rockstar’s modern day Vice City could still slip further, but Take-Two announced this week that marketing for Grand Theft Auto VI is due to start in the summer. Outside of the big four, I understand Double Fine is also preparing to launch its new Kiln game in April. Bethesda is also working on new content for Starfield that looks set to debut soon. I wouldn’t be surprised if we also hear about a PS5 version of Starfield, years after it was first rumored. Don’t be surprised if any of these game dates slip or change — such is the reality of video game development. Blizzard is also celebrating 35 years, with a series of showc...

Bronstein, Gewirtz & Grossman LLC Urges Oracle Corporation GlobeNewswire

Cognizant partners with Palantir to Accelerate AI-Driven Modernization in Healthcare and Enterprise Operations Financial Times

Ark joins Nutanix Elevate Service Provider Partner Program; transition to Hybrid Cloud platform enables integrated disaster recovery, simplified operations, and enhanced customer value. CEDAR RAPIDS, Iowa, Feb. 5, 2026 /PRNewswire/ -- Ark Data Centers today announced it has achieved Champion Elevate Service Provider Partner status, recognizing partners with advanced technical certifications, proven service delivery capabilities, and deep expertise across the complete Nutanix portfolio. This positions Ark to deliver integrated disaster recovery, improved storage economics, and streamlined operations for mid-market and enterprise customers. "This partnership strengthens our ability to deliver cloud infrastructure with the consistency and predictable economics our customers expect," said Bruce Lehrman, CEO at Ark Data Centers. "The Nutanix Cloud Platform gives us a stable, modern solution that simplifies operations and enhances resiliency, while allowing us to offer disaster recovery and storage solutions that fit each customer's needs. For organizations evaluating their path forward from VMware under Broadcom, this provides a proven, enterprise-ready alternative supported by Ark's expertise and service model." "Ark Data Centers represents the caliber of partner that's important to our service provider strategy," said Christian Goffi, Vice President, Service Provider Sales, Nutanix. "With Ark's Champion Elevate Service Provider Partner status, combined with the team's technical certifications and proven track record in delivering enterprise infrastructure, positions them as a leading cloud provider Powered by Nutanix. As organizations navigate the evolving virtualization landscape and seek alternatives to legacy platforms, partners like Ark are key for bringing the promise of hybrid cloud with the operational excellence and service quality today's organizations need. We're pleased to support their growth as they scale this practice." Ark Cloud, powered by Nutanix is an...

Partnership combines Palantir Foundry and AIP with Cognizant's TriZetto healthcare platforms and business process operations to enable secure, scalable AI transformation for enterprises across industries. TEANECK, N.J., Feb. 5, 2026 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) announced a strategic partnership with Palantir Technologies Inc. (NASDAQ: PLTR) to accelerate AI-driven modernization across healthcare and enterprise operations. As part of the collaboration, Cognizant will leverage Palantir Foundry and Palantir Artificial Intelligence Platform (AIP) to advance AI integration within its TriZetto healthcare business, while jointly pursuing broader enterprise AI transformation opportunities for clients across industries. New Cognizant Logo (PRNewsfoto/Cognizant) The partnership advances Cognizant's strategy as an AI builder: creating purpose-built, enterprise-grade solutions that turn the potential of AI into real business value. Cognizant brings together frontier AI platforms, deep industry expertise and the right combination of IP and services to modernize its own operations and help clients transform complex, regulated environments with a focus on responsible adoption, security and operational integrity. "This partnership reflects our commitment to using frontier technologies to deliver value for our clients, while also transforming our own businesses for the next era of AI-led growth," said Surya Gummadi, President, Americas, Cognizant. "By combining Palantir's AI platform capabilities with Cognizant's deep industry expertise and global engineering scale, we are strengthening our ability to modernize mission-critical platforms like TriZetto while creating new opportunities to build purpose-driven, enterprise-grade solutions that help clients transform how they operate and deliver the experiences and outcomes their customers expect." Cognizant will work with Palantir to explore how AIP can support AI-driven optimization across TriZetto's healthcare platforms an...

'Total Fake News BS': White House Says Trump Talking About National Guard Deployments In 'Softer Touch" Immigration Policy Update (1310ET): The White House is saying it's 'total fake news' to suggest that Trump is pulling back on mass deportations, despite answering a question about mass deportations. "Total Fake News BS. President Trump is talking about National Guard deployments for crime reduction — like the highly successful operations in New Orleans, Memphis, D.C., etc., that were welcomed by their leaders," the Rapid Response 47 team said in a statement. Total Fake News BS. President Trump is talking about National Guard deployments for crime reduction — like the highly successful operations in New Orleans, Memphis, D.C., etc., that were welcomed by their leaders. This has nothing to do with mass deportations. https://t.co/sLOOzUiGQs — Rapid Response 47 (@RapidResponse47) February 5, 2026 That said, Trump posted on Truth Social Saturday: "I have instructed Secretary of Homeland Security, Kristi Noem, that under no circumstances are we going to participate in various poorly run Democrat Cities with regard to their Protests and/or Riots unless, and until, they ask us for help ." Trump did not specify or mention "National Guard" in his post. * * * Remember a few weeks ago when Somali scammers were making headlines for bilking taxpayers out of billions , only for the left to 'rise up' and start protesting ICE enforcement activities - resulting in the shooting deaths of two white knights who followed marching orders to #resist on behalf of illegal immigrants? Now add lawsuits and activist judges to the mix. Turns out that entire shitshow yielded massive fruit for Democrats - who are now insisting that ICE not be allowed to conduct enforcement activities at polling places - or they won't fund DHS in two weeks.. Now, President Donald Trump appears to be backing down to Democrat lawmakers, along with sanctuary mayors and governors, who have been amplifying NGO propaga...

At a glance Imitation learning becomes easier when an AI agent understands why an action is taken. Predictive Inverse Dynamics Models (PIDMs) predict plausible future states, clarifying the direction of behavior during imitation learning. Even imperfect predictions reduce ambiguity, making it clearer which action makes sense in the moment. This makes PIDMs far more data‑efficient than traditional approaches. Imitation learning teaches AI agents by example: show the agent recordings of how people perform a task and let it infer what to do. The most common approach, Behavior Cloning (BC), frames this as a simple question: “Given the current state of the environment, what action would an expert take?” In practice, this is done through supervised learning, where the states serve as inputs and expert actions as outputs. While simple in principle, BC often requires large demonstration datasets to account for the natural variability in human behavior, but collecting such datasets can be costly and difficult in real-world settings. Predictive Inverse Dynamics Models (PIDMs) offer a different take on imitation learning by changing how agents interpret human behavior. Instead of directly mapping states to actions, PIDMs break down the problem into two subproblems: predicting what should happen next and inferring an appropriate action to go from the current state to the predicted future state. While PIDMs often outperform BC, it has not been clear why they work so well, motivating a closer look at the mechanisms behind their performance. In the paper, “When does predictive inverse dynamics outperform behavior cloning?” we show how this two-stage approach enables PIDMs to learn effective policies from far fewer demonstrations than BC. By grounding the selection process in a plausible future, PIDMs provide a clearer basis for choosing an action during inference. In practice, this can mean achieving comparable performance with as few as one-fifth the demonstrations required by BC...

Partnership combines Palantir Foundry and AIP with Cognizant's TriZetto healthcare platforms and business process operations to enable secure, scalable AI transformation for enterprises across industries. TEANECK, N.J., Feb. 5, 2026 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) announced a strategic partnership with Palantir Technologies Inc. (NASDAQ: PLTR) to accelerate AI-driven modernization across healthcare and enterprise operations. As part of the collaboration, Cognizant will leverage Palantir Foundry and Palantir Artificial Intelligence Platform (AIP) to advance AI integration within its TriZetto healthcare business, while jointly pursuing broader enterprise AI transformation opportunities for clients across industries. The partnership advances Cognizant's strategy as an AI builder: creating purpose-built, enterprise-grade solutions that turn the potential of AI into real business value. Cognizant brings together frontier AI platforms, deep industry expertise and the right combination of IP and services to modernize its own operations and help clients transform complex, regulated environments with a focus on responsible adoption, security and operational integrity. "This partnership reflects our commitment to using frontier technologies to deliver value for our clients, while also transforming our own businesses for the next era of AI-led growth," said Surya Gummadi, President, Americas, Cognizant. "By combining Palantir's AI platform capabilities with Cognizant's deep industry expertise and global engineering scale, we are strengthening our ability to modernize mission-critical platforms like TriZetto while creating new opportunities to build purpose-driven, enterprise-grade solutions that help clients transform how they operate and deliver the experiences and outcomes their customers expect." Cognizant will work with Palantir to explore how AIP can support AI-driven optimization across TriZetto's healthcare platforms and BPaaS (Business Process as a Service) op...

Estee Lauder ( EL ) declares $0.35/share quarterly dividend , in line with previous. Forward yield 1.52% Payable March 16; for shareholders of record Feb. 27; ex-div Feb. 27. See EL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Estee Lauder Estee Lauder: Beauty Reimagined Still Does Not Support Current Valuation The Estée Lauder Companies Inc. (EL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript The Pros And Cons Of Buying Estee Lauder Now Estee Lauder slides after soft guidance, pointing to a $100M hit to profitability from tariffs Estee Lauder gives mixed Q2 numbers, raises outlook

ARM's (ARM) strong data center performance and Compute Subsystems adoption are helping offset smartp Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Galeanu Mihai/iStock via Getty Images Do you remember that recent silver "correction"? Well, it looked more like a crash, as the silver metal dropped by over 40% in fewer than two days. I wrote about it before the silver meltdown happened. In fact, the rally became so surreal in the silver market that I actually shorted several high-profile silver mining stocks as well as the Silver ( SLV ) ETF. I also unloaded 30% of my physical silver position around the highs, and I've never sold any of my physical metal holdings before. Of course, silver is not alone. Gold quickly dropped by 20%. Just to illustrate how extreme things got in the metals market. Silver futures hit a high of around $122 and are currently trading around $78. Silver Futures: 1-Hour Chart Silver (thinkorswim ) I hate to point out the obvious, but this is not a healthy market dynamic when a key market drops by 40%+ in about two days. Moreover, this illustrates that the market was in FOMO mode, got overleveraged, and as the CME increased the margin requirements, the "silver bubble" popped. Unfortunately, It's Not Just Silver Now, this would normally be no big deal if the situation were isolated to a single market, but it almost never is, and this time it's no different. We spoke about gold dropping by 20% from its highs in a very short timeframe and being back below $5,000, threatening the continuation of the golden bull market. Gold Futures: 1-Hour Chart Gold (thinkorswim ) Gold tried to get back up over $5,000 but is having some trouble with resistance now. Therefore, I am not convinced we will see new ATHs in gold in the next 3-6 months. Although I am more bullish toward the end of the year. Still, the magnitude of the gold run-up and the voracity of the violent decline do not instill confidence in the gold market here, especially in the near term, in my view. And again, of course, the declines are not isolated to gold, silver, and other metals here. Just look at Bitcoin ( BTC-USD ). Bitcoin 1-Week Ch...

PaulSveda/iStock via Getty Images Magellan Aerospace stock ( MALJF ) ( MAL:CA ) has gained 10.4% since my last report , outperforming the S&P 500’s 2.2% gain. The stock price of the Canadian aerospace and defense company even reached my bullish price target of $16.66, indicating a 29% gain. We do note that the stock price has reverted since, and in this report, I discuss why that might have been and also why it makes sense. I will also highlight the risks and opportunities for Magellan Aerospace and update my price target as I maintain my strong buy rating. President Trump's Threat On Bombardier Hurts Canadian Aerospace Stocks Data by YCharts Magellan Aerospace stock decline along with fellow Canadian aerospace and defense companies. In a report discussing the investment case for CAE, I already outlined the reason for this. That reason is President Trump’s threat to decertify Bombardier airplanes and apply 50% tariffs , as the President believes that the Canadian aviation authority is stalling the certification process for the Gulfstream G700 and G800. Besides the thought of using certification as a way to force certification of another product being unsettling, the threat to apply tariffs to Bombardier planes shows a broader willingness to ignore the exemption for aerospace products through USMCA, or the United States-Mexico-Canada Agreement. Another way to view it is that the threat potentially does not carry much credibility given that it flies against the principles of certification, which should be driven to assure the safety and compliance of an airplane, and it also goes against the USMCA. For Magellan Aerospace, the recent turmoil, however, also gave investors a convenient reason to take profits. The stock price had risen to levels that fully cover earnings-driven upside for the stock. With the broader market turmoil, investors are taking profits and are less willing to allow Magellan Aerospace to close the valuation gap with peers. The Risks And Opportuniti...

Alphabet's (GOOG, GOOGL) Q4 financial report was "very strong" as expected, with the substantial inc Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Updated Feb. 5, 2026, 12:16 p.m. ET Financial markets tumbled Feb. 5 as concerns about the economy and overheated assets galvanized investors. Just before noon on Wall Street, the broad S&P 500 was down more than 1%, near 6,810, while the Dow Jones Industrial Average was 1% lower, near 49,025. The tech-heavy Nasdaq Composite lost 1.2% to trade near 22,636. All three major indices were off earlier lows, however. Stocks have been battered by back-and-forth signals from earnings reports about the impact of AI on corporate bottom lines. On Feb. 4, Google parent Alphabet said it was planning to spend as much as $185 billion on capital investments to accommodate new technology. The stock was down more than 3% late morning on Feb. 5. Meanwhile, a parade of economic data released Thursday seemed to suggest a sharper weakening of the labor market than analysts had expected. Planned job cuts were at the highest since 2009, while job openings fell. Bitcoin plunged to its lowest level since 2024 after famed investor Michael Burry wrote that the cryptocurrency’s falling price could "set in motion a death spiral leading to massive value destruction." Burry, whose correct call about the 2008 financial crisis was profiled in “The Big Short,” said that some investors may be forced to liquidate other assets to cover their losses. On Feb. 4, Treasury Secretary Scott Bessent told Congress that the U.S. government would not buy bitcoin or other cryptocurrencies in order to support price levels. Bitcoin was last trading around $67,389, down 8.5%, while Ethereum was off more than 7%, near $1,966. Gold fell another 2%, to about $4,851 an ounce. Investors were even selling government bonds: the benchmark 10-year U.S. Treasury slid nearly 7 basis points to about 4.206%.

Image source: The Motley Fool. Feb. 5, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Bruce Thames Chief Financial Officer — Jan Schott Chief Operating Officer — Thomas Cerovski Vice President, FP&A and Investor Relations — Ivonne Salem Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $147.3 million, a 10% year-over-year increase, all organic growth following the Fati acquisition anniversary. -- $147.3 million, a 10% year-over-year increase, all organic growth following the Fati acquisition anniversary. Gross Profit -- $68.7 million, up 11% year over year, driven by improved operating leverage, price tariff mitigation, and productivity gains. -- $68.7 million, up 11% year over year, driven by improved operating leverage, price tariff mitigation, and productivity gains. Gross Margin -- 46.6%, up 40 basis points, sustained despite a higher mix of large project revenue. -- 46.6%, up 40 basis points, sustained despite a higher mix of large project revenue. Adjusted EBITDA -- $35.66 million for the third quarter, an increase of 12% year over year. -- $35.66 million for the third quarter, an increase of 12% year over year. Adjusted EBITDA Margin -- 24.2% for the third quarter, up 50 basis points. -- 24.2% for the third quarter, up 50 basis points. GAAP Earnings Per Share -- $0.55 for the third quarter, a slight increase from $0.54 in the prior year. -- $0.55 for the third quarter, a slight increase from $0.54 in the prior year. Adjusted Earnings Per Share -- $0.66 for the third quarter, up 18% from $0.56 in the prior year. -- $0.66 for the third quarter, up 18% from $0.56 in the prior year. Orders -- $158.2 million for the third quarter, up 14% year over year, with a book-to-bill ratio of 1.1 times, and backlog growth of 10%. -- $158.2 million for the third quarter, up 14% year over year, with a book-to-bill ratio of 1.1 times, and backlog growth of 10%. Large Project Revenue -- $25.4 million, reflecting 37% year-over-y...

World Anti-Doping Agency chiefs will investigate claims male ski jumpers are injecting their penises in a bid to improve sporting performance, if a complaint is made. In January, German newspaper Bild, external reported that jumpers were injecting their penises with hyaluronic acid before being measured for their suits. Hyaluronic acid, which is not banned in sport, can be used to increase penis circumference by one or two centimetres. This would increase the surface area of their suits during competition, which, according to FIS, the international ski and snowboard federation, could increase their flight in the air. "Every extra centimetre on a suit counts. If your suit has a 5% bigger surface area, you fly further," said FIS ski jumping men's race director Sandro Pertile. Asked about the claims in Bild at a press conference at the Milan-Cortina Winter Olympics, Wada director general Olivier Niggli said: "I am not aware of the details of ski jumping, and how that could improve performance. "If anything was to come to the surface, we would look at it and see if it is doping related. We don't address other [non-doping] means of enhancing performance." Clearly entertained by the question, Wada's Polish president Witold Banka joked: "Ski jumping is very popular in Poland so I promise you I'm going to look at it."

Tesla Sued Over Crash That Trapped, Killed Massachusetts Driver Bloomberg

NVDA at the Rubicon: Can the $180 Support Level Save the Tech Sector? FinancialContent

In trading on Tuesday, shares of the iShares Russell Mid-Cap Growth ETF (Symbol: IWP) entered into oversold territory, changing hands as low as $120.26 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of iShares Russell Mid-Cap Growth, the RSI reading has hit 28.1 — by comparison, the RSI reading for the S&P 500 is currently 32.9. A bullish investor could look at IWP's 28.1 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), IWP's low point in its 52 week range is $101.12 per share, with $139.68 as the 52 week high point — that compares with a last trade of $121.16. iShares Russell Mid-Cap Growth shares are currently trading down about 2.9% on the day. Click here to find out what 9 other oversold dividend stocks you need to know about » 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.

Italy's Banco BPM beats FY profit on stronger fee income Reuters

Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Mark Hill Chief Financial Officer — Graham Shuttleworth Chief Technical Officer — Megan Tibbles Incoming Chief Financial Officer — Helen Cai North America Lead — Jim Cribb Exco Team Member — Seth [surname not provided] Chief Operating Officer — Tim [surname not provided] TAKEAWAYS Free Cash Flow -- Record free cash flow enabled $1.5 billion in share repurchases and a dividend increase. -- Record free cash flow enabled $1.5 billion in share repurchases and a dividend increase. EBITDA -- EBITDA rose 82% year over year and 53% sequentially from Q3, driven by increased gold production and higher prices. -- EBITDA rose 82% year over year and 53% sequentially from Q3, driven by increased gold production and higher prices. Revenues -- Revenues increased 45% from Q3, primarily from higher production, sales, and a 21% rise in realized gold prices. -- Revenues increased 45% from Q3, primarily from higher production, sales, and a 21% rise in realized gold prices. Operating Cash Flow -- Annual operating cash flow reached $7.7 billion, with $3.9 billion as free cash flow, representing a 194% annual increase. -- Annual operating cash flow reached $7.7 billion, with $3.9 billion as free cash flow, representing a 194% annual increase. Dividend Policy -- The company raised its base dividend by 40% to 17.5¢ per quarter and will target 50% of attributable free cash flow for payouts, with a Q4 dividend of 42¢ per share, a 140% increase from Q3. -- The company raised its base dividend by 40% to 17.5¢ per quarter and will target 50% of attributable free cash flow for payouts, with a Q4 dividend of 42¢ per share, a 140% increase from Q3. Share Buybacks -- Management will not renew the annual share buyback program, shifting capital return focus to dividends. -- Management will not renew the annual share buyback program, shifting capital return focus to dividends. IPO Initiative -...

Earnings Call Insights: XPO, Inc. (XPO) Q4 2025 Management View CEO Mario Harik reported, "Company-wide, we delivered fourth quarter adjusted EBITDA of $312 million and adjusted diluted EPS of $0.88. Excluding real estate gains in both periods, adjusted EBITDA increased 11% and adjusted EPS increased 18% year-over-year." Harik highlighted that North American LTL adjusted operating income reached $181 million, up 14% year-over-year, and the adjusted operating ratio improved by 180 basis points. He stated, "We've now expanded our LTL margin by 590 basis points since 2022, which marked the start of one of the most prolonged freight downturns in history." Harik emphasized investments in network capacity, reporting "more than 30% excess door capacity" and noted the company’s average tractor age at year-end was 3.7 years. He underscored improvements in cost structure, stating, "We exited the year with the lowest level of outsourced miles in our company's history at 5.1% of total miles." CFO Kyle Wismans stated, "For the total company, revenue increased 5% year-over-year to $2 billion. Revenue in our LTL segment was $1.2 billion, up 1% from last year as our increase in yield more than offset the decrease in volume." Wismans added, "Net income was $59 million and diluted earnings per share was $0.50. Net income includes $14 million of gains on real estate and equipment as well as $33 million of restructuring expense." Chief Strategy Officer Ali-Ahmad Faghri explained, "Our shipments per day declined 1.6% and weight per shipment was down 3%, resulting in a 4.5% decrease in tonnage per day. These trends reflect ongoing softness in the industrial sector, but importantly, we're continuing to take share in the most attractive parts of the market." Outlook Wismans provided planning assumptions for 2026: "We expect total company gross capital expenditures of $500 million to $600 million, interest expense of $205 million to $215 million, pension income of approximately $14 million,...

In trading on Thursday, shares of Intellia Therapeutics Inc (Symbol: NTLA) crossed below their 200 day moving average of $11.86, changing hands as low as $11.42 per share. Intellia Therapeutics Inc shares are currently trading down about 6% on the day. The chart below shows the one year performance of NTLA shares, versus its 200 day moving average: Looking at the chart above, NTLA's low point in its 52 week range is $5.90 per share, with $28.25 as the 52 week high point — that compares with a last trade of $11.73. Click here to find out which 9 other 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.

Microsoft Plunges 14% Post Q2 Earnings: Buy, Sell or Hold the Stock? The Globe and Mail

Black_Kira/iStock via Getty Images Fluence Energy ( FLNC ) -28.7% in Thursday's trading after reporting a wider than expected FQ1 GAAP loss even as revenues jumped 154% Y/Y to $475M. Despite the revenue surge, Fluence's ( FLNC ) profitability metrics fell sharply Y/Y: gross profit margin declined to 4.9% from 11.4% in Q1 2025, and adjusted gross profit margin dropped to 5.6% from 12.5%; the company attributed $20M of increased costs affecting Q1 margins. Q1 net loss widened slightly to $63M from $57M in the year-earlier quarter, and adjusted EBITDA came in at negative $52.1M compared to negative $49.7M a year ago. Fluence ( FLNC ) reaffirmed FY 2026 guidance for revenues of $3.2B-$3.6B, in line with the $3.35B FactSet consensus estimate, and maintained its adjusted EBITDA forecast of $40M-$60M, as it signed more than $750M in new orders during the quarter, bringing total backlog to ~$5.5B. "We expect the bookings figure to disappoint given the company's expanding pipeline," even as last quarter's result was "somewhat artificially high" due to a boost from previously delayed projects, Barclays analyst Christine Cho said in a note. Fluence ( FLNC ) is "largely tracking expectations," although investor expectations were elevated ahead of the report, and "the earnings miss could weigh on the stock," J.P. Morgan analyst Mark Strouse wrote. More on Fluence Energy Fluence Energy Q1 2026 Earnings Call Presentation Fluence Energy: The Scalable Solution Powering AI-Driven Data Centers Fluence Energy: Strong Pipeline Could Limit AI Fallout