puhimec/iStock via Getty Images Amphenol Corporation ( APH ) had been defying those, myself included, who said that the stock was simply too expensive. In September, I argued that "AI upside was already priced in" for Amphenol. And in October, I reiterated my caution, noting that while Q3 earnings were tremendous, shares were overvalued . Regardless, APH stock continued rocketing higher up into th...
puhimec/iStock via Getty Images Amphenol Corporation ( APH ) had been defying those, myself included, who said that the stock was simply too expensive. In September, I argued that "AI upside was already priced in" for Amphenol. And in October, I reiterated my caution, noting that while Q3 earnings were tremendous, shares were overvalued . Regardless, APH stock continued rocketing higher up into this latest earnings report . Investors were willing to assign ever-higher multiples to the stock thanks to the seemingly unlimited demand for the company's electronics gear as it comes to producing data centers and AI-related infrastructure. However, it appears, valuation many finally be reasserting itself. As a Seeking Alpha news headline put it: Amphenol crashes despite strong Q4 results, guidance. And that's a fair summary. Despite a solid earnings beat and decent enough guidance, shares are trading down approximately 10% on Wednesday: Data by YCharts Let's walk through the earnings release and why the market may have reacted as it has. Q4 Earnings: Another Excellent Report Amphenol reported solid beats on both the top and bottom lines. Its Q4 GAAP earnings came in at 93 cents, skyrocketing from the 59 cents reported in the same period of the prior year. Meanwhile, adjusted earnings of 97 cents per share were up a stunning 76% year-over-year. It's worth noting that those adjusted earnings per share of 97 cents topped expectations by a fairly modest three-cent margin. Throughout 2025, Amphenol had been announcing EPS figures that came in way above consensus. Q4, while still a solid beat, didn't blow out the consensus numbers, and that is perhaps indicative as to why the market reaction has been so negative. It's hard to knock anything in terms of the company's execution, though. Margins remain robust while at the same time Amphenol is growing the top line at extraordinary speed. Management also deserves a ton of credit for being able to complete the Trexon acquisition in N...
Jan 28 (Reuters) - Microsoft delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from its hefty artificial intelligence spending and highlighting growing competition in the industry. The company's shares plunged more than 7% in extended trading. The company said revenue at its Azure cloud ...
Jan 28 (Reuters) - Microsoft delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from its hefty artificial intelligence spending and highlighting growing competition in the industry. The company's shares plunged more than 7% in extended trading. The company said revenue at its Azure cloud division grew 39% in the October-December period, its fiscal second quarter. That compares with a consensus estimate of 38.8%, according to Visible Alpha. Total revenue rose 17% to $81.3 billion in the second quarter, while analysts expected $80.27 billion, based on estimates compiled by LSEG. The Windows maker has long enjoyed a first-mover advantage in Big Tech's AI race thanks to its early bet on OpenAI, whose technology powers most of its offerings, including M365 Copilot. But a strong reception for Google's latest Gemini model and the launch of autonomous agents, such as Anthropic's Claude Cowork, have posed risks both to Microsoft's AI business and the software offerings that have long been central to the company. That has weighed on Microsoft's stock as investor doubts persist over whether Big Tech will deliver enough returns to make up for the AI spending. Collectively, Microsoft, Alphabet, Meta and Amazon are expected to spend more than $500 billion on AI this year. Some analysts have said that mounting losses at OpenAI, in which Microsoft has a 27% stake, could drive up expenses as the company books its share of those losses. Late October's major OpenAI restructuring gave Microsoft that stake. And while the overhaul included a commitment from OpenAI to buy $250 billion of Azure services, it also freed the ChatGPT creator to pursue cloud deals with other companies that could lower its reliance on Microsoft. OpenAI has agreed to a $38 billion cloud deal with Amazon Web Services since then. (Reporting by Deborah Sophia and Aditya Soni in Bengaluru; Editi...
On Jan. 14, 2026, Lantz Financial LLC disclosed a buy of 270,586 shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) , an estimated $5.34 million trade based on quarterly average pricing. Lantz Financial LLC reported an increase of 270,586 shares in its position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) , according to a filing with the Securities and Exchange C...
On Jan. 14, 2026, Lantz Financial LLC disclosed a buy of 270,586 shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) , an estimated $5.34 million trade based on quarterly average pricing. Lantz Financial LLC reported an increase of 270,586 shares in its position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) , according to a filing with the Securities and Exchange Commission dated Jan. 14, 2026. The estimated value of the shares acquired is $5.34 million, based on the average quarterly closing price. The quarter-end value of the position increased by $5.34 million, reflecting both the share addition and market price movement. Invesco BulletShares 2027 Corporate Bond ETF provides institutional and individual investors with a defined maturity bond investment vehicle, combining the diversification of an ETF with the predictable cash flow of a bond ladder. The fund's strategy centers on investment grade corporate bonds maturing in 2027, offering exposure to credit markets with a focus on income generation and principal return at maturity. BSCR's transparent structure and targeted portfolio composition are designed to meet the needs of investors seeking efficient access to a specific segment of the corporate bond market. Continue reading
Stocks barely budged on Wednesday after the latest Federal Reserve meeting offered no surprises for investors. The S&P 500 was essentially unchanged. The Nasdaq Composite rose 0.2% ahead of Big Tech earnings.
Stocks barely budged on Wednesday after the latest Federal Reserve meeting offered no surprises for investors. The S&P 500 was essentially unchanged. The Nasdaq Composite rose 0.2% ahead of Big Tech earnings.
Meta press release ( META ): Q4 GAAP EPS of $8.88 beats by $0.66 . Revenue of $59.89B (+23.8% Y/Y) beats by $1.42B . Family daily active people (DAP) – DAP was 3.58 billion on average for December 2025, an increase of 7% year-over-year. Ad impressions – Ad impressions delivered across our Family of Apps increased by 18% and 12% year-over-year for the fourth quarter and full year 2025, respectively...
Meta press release ( META ): Q4 GAAP EPS of $8.88 beats by $0.66 . Revenue of $59.89B (+23.8% Y/Y) beats by $1.42B . Family daily active people (DAP) – DAP was 3.58 billion on average for December 2025, an increase of 7% year-over-year. Ad impressions – Ad impressions delivered across our Family of Apps increased by 18% and 12% year-over-year for the fourth quarter and full year 2025, respectively. Average price per ad – Average price per ad increased by 6% and 9% year-over-year for the fourth quarter and full year 2025, respectively. We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion vs. $51.41B consensus. Our guidance assumes foreign currency is an approximately 4% tailwind to year-over-year total revenue growth, based on current exchange rates. We expect full year 2026 total expenses to be in the range of $162-169 billion. Shares -3.5% . More on Meta Meta: The Moneymaker Without Strong AI Capitalization Meta Pre-Earnings: Capex Fears Equal Buying Opportunity Meta's Q4 Setup: Strong Signals Across The Board What do bettors expect to hear on Meta's earnings call? Mag 7 earnings begin this week, with capex and AI returns in the spotlight
Key Takeaways Intel shares soared Wednesday, amid a broader rally for chip and AI-exposed stocks. Nvidia and Apple are planning to shift some 2028 chip production to Intel, DigiTimes reported Wednesday, adding to fuel to earlier rumors they could become clients. Could Intel be closer to winning new chipmaking contracts from Nvidia and Apple? On a day when chip stocks were rising broadly, helped by...
Key Takeaways Intel shares soared Wednesday, amid a broader rally for chip and AI-exposed stocks. Nvidia and Apple are planning to shift some 2028 chip production to Intel, DigiTimes reported Wednesday, adding to fuel to earlier rumors they could become clients. Could Intel be closer to winning new chipmaking contracts from Nvidia and Apple? On a day when chip stocks were rising broadly, helped by strong orders and a rosy outlook from semiconductor-equipment maker ASML (ASML), Intel (INTC) shares were among the biggest gainers. The stock jumped 11% Wednesday as a report suggested the struggling chipmaker could be set to win some new clients for its manufacturing business. Nvidia (NVDA) and Apple (AAPL) are planning to shift some 2028 chip production to Intel, while still maintaining their relationships with current supplier Taiwan Semiconductor Manufacturing Co. (TSM), according to a report from Taiwan-based DigiTimes. Intel declined to remark on the report. TSMC, Apple, and Nvidia did not respond to Investopedia's requests for comment in time for publication. Why This Is Significant Chipmaking deals with Nvidia and Apple would represent a major step forward for Intel, which has struggled to win new customers for its manufacturing business, and could boost confidence in its stock. During Intel's earnings call last week, CEO Lip-Bu Tan said the company has been engaging a few prospective customers that are in the process of evaluating its manufacturing processes, according to a transcript provided by AlphaSense. It's unclear whether they included Apple and Nvidia. The report from DigiTimes, which has added fuel to earlier rumors that Nvidia and Apple are considering new contracts with Intel, nodded to U.S. manufacturing mandates and tariff pressures as forces in Intel's favor. Some Wall Street analysts have also previously suggested a deal with Intel could be seen as a way to win some political goodwill, after President Donald Trump brokered a deal last year that saw...
Available for over a year What does Donald Trump actually mean when he says his administration plans to “de-escalate a little” in Minneapolis? On Tuesday Democratic Rep Ihan Omar was attacked at a local event in the city and protests are continuing following Saturday’s shooting of US citizen Alex Pretti by federal immigration agents. Video evidence contradicts claims by Trump administration offici...
Available for over a year What does Donald Trump actually mean when he says his administration plans to “de-escalate a little” in Minneapolis? On Tuesday Democratic Rep Ihan Omar was attacked at a local event in the city and protests are continuing following Saturday’s shooting of US citizen Alex Pretti by federal immigration agents. Video evidence contradicts claims by Trump administration officials immediately after Pretti’s killing that he was a “domestic terrorist”, planning a “massacre” and “brandishing” a weapon. In this episode, Sarah, Anthony and Marianna discuss the president’s controversial response to the attack on Democrat Ihan Omar, and whether Trump can actually de-escalate tensions when thousands of ICE agents remain in Minnesota. HOSTS: - Sarah Smith, North America Editor - Anthony Zurcher, North America Correspondent - Marianna Spring, Social Media Investigations Senior Correspondent GET IN TOUCH: - Join our online community: https://discord.gg/qSrxqNcmRB - Send us a message or voice note via WhatsApp to +44 330 123 9480 - Email Americast@bbc.co.uk - Or use #Americast This episode was made by Purvee Pattni, Kris Jalowiecki and Grace Reeve. The technical producer was Dafydd Evans. The series producer is Purvee Pattni. The senior news editor is Sam Bonham. If you want to be notified every time we publish a new episode, please subscribe to us on BBC Sounds by hitting the subscribe button on the app. You can now listen to Americast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Americast”. It works on most smart speakers. US Election Unspun: Sign up for Anthony’s BBC newsletter: https://www.bbc.co.uk/news/world-us-canada-68093155 Americast is part of the BBC News Podcasts family of podcasts. The team that makes Americast also makes lots of other podcasts, including Newscast and Ukrainecast. If you enjoy Americast (and if you're reading this then you hopefully do), then we think that you will enjoy some of our other pods too....
SEI Investments press release ( SEIC ): Q4 GAAP EPS of $1.38 beats by $0.03 . Revenue of $607.93M (+9.1% Y/Y) beats by $10.49M . SEI ended the year with strong quarterly performance, achieving diluted EPS of $1.38, up 16% from the prior year. Results were broad based, driven by revenue growth and margin expansion across each of SEI's business segments. Several items affected comparability and coll...
SEI Investments press release ( SEIC ): Q4 GAAP EPS of $1.38 beats by $0.03 . Revenue of $607.93M (+9.1% Y/Y) beats by $10.49M . SEI ended the year with strong quarterly performance, achieving diluted EPS of $1.38, up 16% from the prior year. Results were broad based, driven by revenue growth and margin expansion across each of SEI's business segments. Several items affected comparability and collectively reduced diluted EPS by approximately $0.08, including: $20.1 million of elevated Corporate Overhead attributable to severance expense and third party M&A fees related to Stratos. A $3.0 million tax benefit from purchased energy credits. A $3.3 million revenue accrual true-up benefit in our Investment Managers segment. More on SEI Investments SEI Investments upped to Overweight at Piper as sales wins accumulate Seeking Alpha’s Quant Rating on SEI Investments Historical earnings data for SEI Investments Dividend scorecard for SEI Investments Financial information for SEI Investments
SpaceX has made a new set of demands on state governments that would ensure Starlink receives federal grant money even when residents don't purchase Starlink broadband service. SpaceX said it will provide "all necessary equipment" to receive broadband "at no cost to subscribers requesting service," which will apparently eliminate the up-front hardware fee for Starlink equipment. But SpaceX isn't p...
SpaceX has made a new set of demands on state governments that would ensure Starlink receives federal grant money even when residents don't purchase Starlink broadband service. SpaceX said it will provide "all necessary equipment" to receive broadband "at no cost to subscribers requesting service," which will apparently eliminate the up-front hardware fee for Starlink equipment. But SpaceX isn't promising lower-than-usual monthly prices to consumers in those subsidized areas. SpaceX pledged to make broadband available for $80 or less a month, plus taxes and fees, to people with low incomes in the subsidized areas. For comparison, the normal Starlink residential prices advertised on its website range from $50 to $120 a month. SpaceX's demands would also guarantee that it gets paid by the government even if it doesn't reserve "large portions" of Starlink network capacity for homes in the areas that are supposed to receive government-subsidized Internet service. Moreover, SpaceX would not be responsible for ensuring that Starlink equipment is installed correctly at each customer location. Read full article Comments
Tetra Tech press release ( TTEK ): Q1 Non-GAAP EPS of $0.35 beats by $0.04 . Revenue of $1.04B (-13.3% Y/Y) beats by $65.72M . Adjusted EBITDA margin improved 80 basis points year-over-year EPS up 17% year-over-year DSO improved to 51 days Halvik acquisition expands high-end data analytics and resilient infrastructure optimization Providence acquisition further advances front-end program advisory ...
Tetra Tech press release ( TTEK ): Q1 Non-GAAP EPS of $0.35 beats by $0.04 . Revenue of $1.04B (-13.3% Y/Y) beats by $65.72M . Adjusted EBITDA margin improved 80 basis points year-over-year EPS up 17% year-over-year DSO improved to 51 days Halvik acquisition expands high-end data analytics and resilient infrastructure optimization Providence acquisition further advances front-end program advisory services $151 billion ten-year multiple award contract for the U.S. Missile Defense Agency SHIELD program $500 million multiple-award contract for environmental services for USACE Baltimore District A$88 million single-award contract for coastal infrastructure planning services for Australia Defense $60 million multiple-award contract for waterway design services for USACE Portland District A$57 million single-award contract for naval facility resilience for Australia Defense More on Tetra Tech Tetra Tech: Temporary Headwind, Good Medium To Long Term Prospects Tetra Tech, Inc. 2025 Q4 - Results - Earnings Call Presentation Tetra Tech, Inc. (TTEK) Q4 2025 Earnings Call Transcript Tetra Tech Q1 2026 Earnings Preview Tetra Tech wins Missile Defense Agency SHIELD IDIQ, shares rise
US stocks were little changed on Wednesday after the Federal Reserve held interest rates unchanged in its first policy decision of the year. Wall Street also braced for earnings from megacap tech companies in a day that saw the S&P 500 (^GSPC) vault briefly over the 7,000 mark for the first time. The S&P 500 slipped from its record. The tech-heavy Nasdaq Composite (^IXIC) ticked up 0.2%, while the...
US stocks were little changed on Wednesday after the Federal Reserve held interest rates unchanged in its first policy decision of the year. Wall Street also braced for earnings from megacap tech companies in a day that saw the S&P 500 (^GSPC) vault briefly over the 7,000 mark for the first time. The S&P 500 slipped from its record. The tech-heavy Nasdaq Composite (^IXIC) ticked up 0.2%, while the Dow Jones Industrial Average (^DJI) was little changed. The Fed's first interest-rate decision came and went as expected, as the central bank kept rates unchanged in a range of 3.5% to 3.75%, in a 10-2 decision. Governors Chris Waller and Stephen Miran dissented, voted in favor of a 25 basis point cut. The spotlight now turns to Chair Jerome Powell’s press conference comments for clues about future cuts. Ahead of Wednesday’s decision, markets were pricing in two quarter-point rate reductions by the end of 2026, according to CME FedWatch. The recent slump in the dollar (DX-Y.NYB) raised questions over the potential risk of an economic downturn. The US currency rose Wednesday, after sinking to its lowest level since 2022 on Tuesday after President Trump brushed off the deepest drop in the dollar since his sweeping tariffs launched. The rate decision also comes amid a period of political tension for the central bank, as the Trump administration in recent weeks opened a criminal investigation against Powell over his Senate testimony about renovations of the central bank’s headquarters. Markets are also watching for Trump to announce Powell's successor, which Trump has said could happen any day now. Meanwhile, techs are in the spotlight again as a surprise record surge in orders for ASML's (ASML) chipmaking machines stoked optimism for a long-lasting AI boom. Shares in ASML turned lower, though the spirits boosted AI bellwether Nvidia (NVDA) and TSMC (TSM), which rely on the Dutch company's gear to produce chips. The developments have turned up focus on earnings from Microsoft ...
2025 Revenue Expected to be Approximately $9.6 Million REDMOND, Ore., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Expion360 Inc. (Nasdaq: XPON) (“Expion360” or the “Company”), an industry leader in lithium-ion battery power storage solutions, today announced select preliminary, unaudited financial results for the year ended December 31, 2025. Key Financial Highlights for 2025 Preliminary, unaudited revenue ...
2025 Revenue Expected to be Approximately $9.6 Million REDMOND, Ore., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Expion360 Inc. (Nasdaq: XPON) (“Expion360” or the “Company”), an industry leader in lithium-ion battery power storage solutions, today announced select preliminary, unaudited financial results for the year ended December 31, 2025. Key Financial Highlights for 2025 Preliminary, unaudited revenue for 2025 is expected to be approximately $9.6 million, up from $5.6 million in 2024. Preliminary, unaudited gross profit for 2025 is expected to be approximately $2.2 million, compared to gross profit of $1.2 million in 2024. Preliminary, unaudited net loss for 2025 is expected to be approximately $6.2 million, compared to a net loss of $13.5 million in 2024. Preliminary, unaudited cash balance as of December 31, 2025 is expected to be approximately $3.0 million, compared to $0.5 million as of December 31, 2024. Management Commentary “With our focus on product sales growth and expanded outreach to OEMs, combined with a recovery in the RV market, we are targeting preliminary unaudited revenue of approximately $9.6 million in 2025, representing strong year-over-year growth in both the top and bottom lines,” said Joseph Hammer, Chief Executive Officer of Expion360. “We continue to make progress in our growth strategy, delivering revenue growth, improving gross margins, and strengthening our balance sheet to support the execution of key milestones and strategies. As we move into 2026, new initiatives include expansion into the industrial and construction sectors, development of specialized energy storage solutions designed to support surveillance and monitoring applications, and implementation of a technology improvement roadmap to broaden our portfolio and add new revenue streams. We also expect to see growing demand for our portfolio of innovative LiFePO4 batteries and accessories across an expanding base of distribution partners and OEMs.” Financial Information is Preliminar...