Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript

Feb 4, 2026, 11:00 PM EST - 15 minutes ago

Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript

Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript

CRNC


The $100 Billion Bet on Venezuelan Oil Relies on a Broken State Company

Feb 4, 2026, 11:00 PM EST - 15 minutes ago

The $100 Billion Bet on Venezuelan Oil Relies on a Broken State Company

Foreign energy companies are facing a legal minefield dealing with PdVSA, which has long been accused of corruption.

BNO DBO GUSH IEO OIH PXJ UCO


China's Hong Kong-listed tech stocks enter bear market as tax ands AI fears take hold

Feb 4, 2026, 10:56 PM EST - 19 minutes ago

China's Hong Kong-listed tech stocks enter bear market as tax ands AI fears take hold

Chinese technology stocks have slid into bear market territory. The Hang Seng Tech Index is down more than 20% from its October peak.

MORN DBO GUSH IEO OIH PXJ UCO


Sony Group Raises Guidance on Strength of Game, Music Businesses

Feb 4, 2026, 10:41 PM EST - 34 minutes ago

Sony Group Raises Guidance on Strength of Game, Music Businesses

The Japanese company continues to expect U.S. tariffs to weigh on operating profit by ¥50 billion this fiscal year.

SONY DBO GUSH IEO OIH PXJ UCO


Super Micro Computer: Still Plenty Of Issues But Upgrading On Valuation - Hold

Feb 4, 2026, 10:31 PM EST - 44 minutes ago

Super Micro Computer: Still Plenty Of Issues But Upgrading On Valuation - Hold

Super Micro Computer reported better-than-expected Q2/FY2026 results, with both the company's top- and bottom lines coming in handily above consensus estimates. However, non-GAAP gross margin of just ...

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Sony profit jumps 22% in December quarter, beating expectations and lifting full-year outlook

Feb 4, 2026, 10:31 PM EST - 44 minutes ago

Sony profit jumps 22% in December quarter, beating expectations and lifting full-year outlook

Sony profit jumps 22% in December quarter, beating expectations and lifting full-year outlook

SONY DBO GUSH IEO OIH PXJ UCO


Snap Inc. (SNAP) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 10:30 PM EST - 45 minutes ago

Snap Inc. (SNAP) Q4 2025 Earnings Call Transcript

Snap Inc. (SNAP) Q4 2025 Earnings Call Transcript

SNAP DBO GUSH IEO OIH PXJ UCO


SL Green Realty: Market Focuses On Short-Term Pain While Recovery Plans Advance

Feb 4, 2026, 10:21 PM EST - 54 minutes ago

SL Green Realty: Market Focuses On Short-Term Pain While Recovery Plans Advance

SL Green Realty Corp. is well-positioned for Manhattan's real estate recovery, maintaining strong occupancy and executing major refinancing and asset disposition plans. SLG's Q4 FAD beat management ex...

SLG DBO GUSH IEO OIH PXJ UCO


Behind Disney's Search for a Lasting Successor to Bob Iger

Feb 4, 2026, 10:12 PM EST - 1 hour ago

Behind Disney's Search for a Lasting Successor to Bob Iger

Disney's succession committee reviewed information on more than a hundred candidates before the race narrowed to two.

DIS DBO GUSH IEO OIH PXJ UCO


Sony reports estimate beating profit growth, hikes forecast

Feb 4, 2026, 10:05 PM EST - 1 hour ago

Sony reports estimate beating profit growth, hikes forecast

Sony on Thursday reported a 22% rise in third-quarter operating profit, beating analyst estimates, and hiked its full-year forecast.

SONY DBO GUSH IEO OIH PXJ UCO


Qualcomm, Arm bear brunt of memory shortage as smartphone chip sales disappoint

Feb 4, 2026, 10:02 PM EST - 1 hour ago

Qualcomm, Arm bear brunt of memory shortage as smartphone chip sales disappoint

Memory shortages will constrain sales of cell phones for some time, hurting demand for chip industry companies like supplier Qualcomm and chip architecture designer Arm Holdings , executives and analy...

ARM QCOM GUSH IEO OIH PXJ UCO


Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

Feb 4, 2026, 10:01 PM EST - 1 hour ago

Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

Arm shares slid after hours after licensing revenue narrowly missed estimates. AI demand lifted total revenue to a quarterly record, beating forecasts.

ARM QCOM GUSH IEO OIH PXJ UCO


PTC Inc. (PTC) Q1 2026 Earnings Call Transcript

Feb 4, 2026, 10:00 PM EST - 1 hour ago

PTC Inc. (PTC) Q1 2026 Earnings Call Transcript

PTC Inc. (PTC) Q1 2026 Earnings Call Transcript

PTC QCOM GUSH IEO OIH PXJ UCO


IFRA: Positioning For A $1.5 Trillion Infrastructure Unlock In 2026

Feb 4, 2026, 9:58 PM EST - 1 hour ago

IFRA: Positioning For A $1.5 Trillion Infrastructure Unlock In 2026

$1.5 trillion in infrastructure spending is trapped in federal permitting; three bills could unlock it in 2026. iShares US Infrastructure ETF offers equal-weighted exposure to 157 infrastructure stock...

IFRA QCOM GUSH IEO OIH PXJ UCO


Snap Embeds AI Across Ad Platform

Feb 4, 2026, 9:34 PM EST - 1 hour ago

Snap Embeds AI Across Ad Platform

Snap positioned artificial intelligence (AI) as the core lever for improving advertiser performance and driving more profitable growth during the fourth-quarter earnings call.

SNAP QCOM GUSH IEO OIH PXJ UCO


Arm Holdings plc (ARM) Q3 2026 Earnings Call Transcript

Feb 4, 2026, 9:30 PM EST - 1 hour ago

Arm Holdings plc (ARM) Q3 2026 Earnings Call Transcript

Arm Holdings plc (ARM) Q3 2026 Earnings Call Transcript

ARM QCOM GUSH IEO OIH PXJ UCO


GDX Has Momentum - But It Also Has Expectations

Feb 4, 2026, 9:28 PM EST - 1 hour ago

GDX Has Momentum - But It Also Has Expectations

The VanEck Gold Miners ETF benefits from structurally elevated gold prices and disciplined capital allocation among major constituents. GDX's recent outperformance is driven by margin tailwinds - high...

GDX QCOM GUSH IEO OIH PXJ UCO


Oil slides in volatile trading as upcoming U.S.-Iran talks revive de-escalation hopes

Feb 4, 2026, 9:05 PM EST - 2 hours ago

Oil slides in volatile trading as upcoming U.S.-Iran talks revive de-escalation hopes

Oil prices fell as Washington and Tehran agreed to hold talks in Oman on Friday. Iran is seeking to focus talks on its longstanding nuclear dispute with Western powers.

BNO DBO GUSH IEO OIH PXJ UCO


e.l.f. Beauty, Inc. (ELF) Q3 2026 Earnings Call Transcript

Feb 4, 2026, 9:00 PM EST - 2 hours ago

e.l.f. Beauty, Inc. (ELF) Q3 2026 Earnings Call Transcript

e.l.f. Beauty, Inc. (ELF) Q3 2026 Earnings Call Transcript

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Regional Management Corp. (RM) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 9:00 PM EST - 2 hours ago

Regional Management Corp. (RM) Q4 2025 Earnings Call Transcript

Regional Management Corp. (RM) Q4 2025 Earnings Call Transcript

RM DBO GUSH IEO OIH PXJ UCO


Achieve Life Sciences: A Binary Bet With Cytisinicline And A Potential 2026 Launch

Feb 4, 2026, 8:57 PM EST - 2 hours ago

Achieve Life Sciences: A Binary Bet With Cytisinicline And A Potential 2026 Launch

Achieve Life Sciences is a single-asset microcap centered on cytisinicline, with an accepted NDA and a June 20, 2026, PDUFA. Cytisinicline's α4β2 partial agonism aims to reduce cravings and blunt nico...

ACHV DBO GUSH IEO OIH PXJ UCO


Electrical equipment maker Forgent Power raises $1.06 billion in US IPO

Feb 4, 2026, 8:53 PM EST - 2 hours ago

Electrical equipment maker Forgent Power raises $1.06 billion in US IPO

Electrical equipment maker Forgent Power raised $1.06 billion in its U.S. initial public offering on Wednesday.

FPS DBO GUSH IEO OIH PXJ UCO


Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 8:50 PM EST - 2 hours ago

Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript

Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript

GOOG GOOGL GUSH IEO OIH PXJ UCO


Flexsteel: Thriving In A Turbulent Industry Environment

Feb 4, 2026, 8:50 PM EST - 2 hours ago

Flexsteel: Thriving In A Turbulent Industry Environment

Flexsteel Industries, Inc. reported a significant double beat for fiscal Q2. The furnishings industry's backdrop has remained very turbulent, driven by low housing demand and Trump's tariff policy cha...

FLXS GOOGL GUSH IEO OIH PXJ UCO


Perlmutter-backed Eikon Therapeutics raises $381.2 million in IPO

Feb 4, 2026, 8:32 PM EST - 2 hours ago

Perlmutter-backed Eikon Therapeutics raises $381.2 million in IPO

Drug developer Eikon ‍Therapeutics said on Wednesday it had raised $381.2 million in its U.S. initial public offering, selling about 21.2 million shares priced at $18 apiece.

EIKN GOOGL GUSH IEO OIH PXJ UCO


Allegiant Travel Company (ALGT) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 8:30 PM EST - 2 hours ago

Allegiant Travel Company (ALGT) Q4 2025 Earnings Call Transcript

Allegiant Travel Company (ALGT) Q4 2025 Earnings Call Transcript

ALGT GOOGL GUSH IEO OIH PXJ UCO


Digi International Inc. (DGII) Q1 2026 Earnings Call Transcript

Feb 4, 2026, 8:30 PM EST - 2 hours ago

Digi International Inc. (DGII) Q1 2026 Earnings Call Transcript

Digi International Inc. (DGII) Q1 2026 Earnings Call Transcript

DGII GOOGL GUSH IEO OIH PXJ UCO


Banco Santander (Brasil): Valuation Needs Optimism Around Credit Cycle, Exchange Rates

Feb 4, 2026, 8:29 PM EST - 2 hours ago

Banco Santander (Brasil): Valuation Needs Optimism Around Credit Cycle, Exchange Rates

Banco Santander (Brasil) is maintained at Hold due to the deteriorating credit cycle and less compelling risk/reward after recent appreciation. BSBR's loan book growth lags nominal GDP, but riskier se...

SAN GOOGL GUSH IEO OIH PXJ UCO


Oil Slips Amid Prospects of U.S.-Iran Talks

Feb 4, 2026, 8:22 PM EST - 2 hours ago

Oil Slips Amid Prospects of U.S.-Iran Talks

Oil slipped in the morning Asian session. Discussions regarding the coming U.S.-Iran negotiations have eased the immediate risk premium, said Citi Research.

BNO DBO GUSH IEO OIH PXJ UCO


PC Connection, Inc. (CNXN) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 8:20 PM EST - 2 hours ago

PC Connection, Inc. (CNXN) Q4 2025 Earnings Call Transcript

PC Connection, Inc. (CNXN) Q4 2025 Earnings Call Transcript

CNXN DBO GUSH IEO OIH PXJ UCO


Amazon Earnings: The $700 Billion Milestone And The AI Crossroads

Feb 4, 2026, 8:20 PM EST - 2 hours ago

Amazon Earnings: The $700 Billion Milestone And The AI Crossroads

Analysts expect a record-breaking Q4 2025, with revenue projected to hit approximately $211.3B and EPS at $1.97, driving Amazon to surpass $700 billion in annual revenue for the first time. The primar...

AMZN DBO GUSH IEO OIH PXJ UCO


CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

Feb 4, 2026, 8:13 PM EST - 3 hours ago

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

Panama will 'pay a heavy price" if it doesn't change course: Chinese government. Sen. Tim Scott said he thinks Powell didn't commit any crime.

AMD GOOG GOOGL IEO OIH PXJ UCO


McKesson Corporation (MCK) Q3 2026 Earnings Call Transcript

Feb 4, 2026, 8:10 PM EST - 3 hours ago

McKesson Corporation (MCK) Q3 2026 Earnings Call Transcript

McKesson Corporation (MCK) Q3 2026 Earnings Call Transcript

MCK GOOG GOOGL IEO OIH PXJ UCO


Crown Castle Inc. (CCI) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 8:10 PM EST - 3 hours ago

Crown Castle Inc. (CCI) Q4 2025 Earnings Call Transcript

Crown Castle Inc. (CCI) Q4 2025 Earnings Call Transcript

CCI GOOG GOOGL IEO OIH PXJ UCO


Eli Lilly and Company (LLY) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 8:00 PM EST - 3 hours ago

Eli Lilly and Company (LLY) Q4 2025 Earnings Call Transcript

Eli Lilly and Company (LLY) Q4 2025 Earnings Call Transcript

LLY GOOG GOOGL IEO OIH PXJ UCO


Lucky Strike Entertainment Corporation (LUCK) Q2 2026 Earnings Call Transcript

Feb 4, 2026, 8:00 PM EST - 3 hours ago

Lucky Strike Entertainment Corporation (LUCK) Q2 2026 Earnings Call Transcript

Lucky Strike Entertainment Corporation (LUCK) Q2 2026 Earnings Call Transcript

LUCK GOOG GOOGL IEO OIH PXJ UCO


Coherent Corp. (COHR) Q2 2026 Earnings Call Transcript

Feb 4, 2026, 8:00 PM EST - 3 hours ago

Coherent Corp. (COHR) Q2 2026 Earnings Call Transcript

Coherent Corp. (COHR) Q2 2026 Earnings Call Transcript

COHR GOOG GOOGL IEO OIH PXJ UCO


Nike under fed scrutiny for DEI initiatives that allegedly discriminated against white workers

Feb 4, 2026, 7:53 PM EST - 3 hours ago

Nike under fed scrutiny for DEI initiatives that allegedly discriminated against white workers

Equal Employment Opportunity Commission says company refused to comply with subpoenas seeking employee data and mentoring program rosters.

NKE GOOG GOOGL IEO OIH PXJ UCO


Berkshire utility urges Oregon appeals court to limit wildfire damages

Feb 4, 2026, 7:50 PM EST - 3 hours ago

Berkshire utility urges Oregon appeals court to limit wildfire damages

PacifiCorp on Wednesday urged an Oregon appeals court to undo rulings that expose the Berkshire Hathaway-owned utility to $52 billion of potential liabilities from wildfires.

NKE GOOG GOOGL IEO OIH PXJ UCO


Alphabet resets the bar for AI infrastructure spending

Feb 4, 2026, 7:49 PM EST - 3 hours ago

Alphabet resets the bar for AI infrastructure spending

Alphabet announced Wednesday that its capex spend in 2026 could be more than double what the company spent in 2025. The capex will go toward AI compute capacity for Google DeepMind and to meet "signif...

GOOG GOOGL GOOGL IEO OIH PXJ UCO


Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

Feb 4, 2026, 7:47 PM EST - 3 hours ago

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during 2026, the range seemed to be less abo...

GOOG GOOGL GOOGL IEO OIH PXJ UCO


Target's New CEO Says Technology Is a Top Priority

Feb 4, 2026, 7:42 PM EST - 3 hours ago

Target's New CEO Says Technology Is a Top Priority

Target's new CEO, Michael Fiddelke, said Wednesday (Feb. 4) during a company town hall event that he aims to improve the retailer's merchandise, in-store experiences and technology, Bloomberg reported...

TGT GOOGL GOOGL IEO OIH PXJ UCO


Mad Money's Jim Cramer: Samsung & SK Hynix are "visionaries"

Feb 4, 2026, 7:41 PM EST - 3 hours ago

Mad Money's Jim Cramer: Samsung & SK Hynix are "visionaries"

Jim Cramer joins Squawk Box Asia where he says that South Korea's giants are dominating the global chip race, fueled by Nvidia's bets and memory market shortages.

TGT GOOGL GOOGL IEO OIH PXJ UCO


Central Garden & Pet Company (CENT) Q1 2026 Earnings Call Transcript

Feb 4, 2026, 7:40 PM EST - 3 hours ago

Central Garden & Pet Company (CENT) Q1 2026 Earnings Call Transcript

Central Garden & Pet Company (CENT) Q1 2026 Earnings Call Transcript

CENT CENTA GOOGL IEO OIH PXJ UCO


Google parent Alphabet latest tech giant to announce plans to spend billions on AI

Feb 4, 2026, 7:37 PM EST - 3 hours ago

Google parent Alphabet latest tech giant to announce plans to spend billions on AI

"We're seeing our AI investments and infrastructure drive revenue and growth across the board," CEO Sundar Pichai said.

GOOG GOOGL GOOGL IEO OIH PXJ UCO


Software experiencing 'most exciting moment' as AI fears hammer the stocks

Feb 4, 2026, 7:34 PM EST - 3 hours ago

Software experiencing 'most exciting moment' as AI fears hammer the stocks

The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector. New legal and marketing features from Anthropic's Claude ...

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Boot Barn Holdings, Inc. (BOOT) Q3 2026 Earnings Call Transcript

Feb 4, 2026, 7:30 PM EST - 3 hours ago

Boot Barn Holdings, Inc. (BOOT) Q3 2026 Earnings Call Transcript

Boot Barn Holdings, Inc. (BOOT) Q3 2026 Earnings Call Transcript

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Moelis & Company (MC) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 7:30 PM EST - 3 hours ago

Moelis & Company (MC) Q4 2025 Earnings Call Transcript

Moelis & Company (MC) Q4 2025 Earnings Call Transcript

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GSK plc (GSK) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 7:30 PM EST - 3 hours ago

GSK plc (GSK) Q4 2025 Earnings Call Transcript

GSK plc (GSK) Q4 2025 Earnings Call Transcript

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Alphabet: Full Valuation, Full Speed

Feb 4, 2026, 7:22 PM EST - 3 hours ago

Alphabet: Full Valuation, Full Speed

Alphabet Inc. remains a Buy, driven by accelerating Search growth, surging Cloud momentum, and robust operating leverage. Q4 2025 revenue and EPS beat expectations, with GOOGL Search revenue up 17% Yo...

GOOG GOOGL NOW TEAM OIH PXJ UCO


Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 7:10 PM EST - 4 hours ago

Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript

Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript

TENB GOOGL NOW TEAM OIH PXJ UCO


LifeVantage Corporation (LFVN) Q2 2026 Earnings Call Transcript

Feb 4, 2026, 7:10 PM EST - 4 hours ago

LifeVantage Corporation (LFVN) Q2 2026 Earnings Call Transcript

LifeVantage Corporation (LFVN) Q2 2026 Earnings Call Transcript

LFVN GOOGL NOW TEAM OIH PXJ UCO


As it preps Specs for the masses, Snap's Q4 shows revenue growth but fewer daily users

Feb 4, 2026, 7:07 PM EST - 4 hours ago

As it preps Specs for the masses, Snap's Q4 shows revenue growth but fewer daily users

Snap is on a mission to diversify its revenue sources—moving from a business model in which it largely chases ad revenue to one where it can also make money through subscriptions and, eventually, hard...

SNAP GOOGL NOW TEAM OIH PXJ UCO


Ciena returns to S&P 500 after getting booted 17 years ago

Feb 4, 2026, 7:07 PM EST - 4 hours ago

Ciena returns to S&P 500 after getting booted 17 years ago

Ciena, which sells optical networking equipment, will replace human resources software company Dayforce in the S&P 500. Demand for hardware that can support generative artificial intelligence workload...

CIEN IVV SPXL SPY SSO UPRO VOO


US oil prices fall ahead of US-Iran talks

Feb 4, 2026, 7:06 PM EST - 4 hours ago

US oil prices fall ahead of US-Iran talks

U.S. West Texas Intermediate crude prices fell on Thursday after the U.S. and Iran agreed to hold talks in Oman on Friday, despite differences about the agenda, amid heightened tensions as the U.S. bu...

BNO DBO GUSH IEO OIH PXJ UCO


Archer-Daniels-Midland: Dividend King Stability Meets Biofuel Policy Uncertainty

Feb 4, 2026, 7:06 PM EST - 4 hours ago

Archer-Daniels-Midland: Dividend King Stability Meets Biofuel Policy Uncertainty

Dividend King resilience: Archer-Daniels-Midland Company's 50+ year dividend growth streak reflects durable cash flows despite biofuel and trade uncertainty. Policy risk remains key: biofuel mandate c...

ADM DBO GUSH IEO OIH PXJ UCO


Trump says he will stay out of Netflix-Paramount fight over Warner Bros

Feb 4, 2026, 7:02 PM EST - 4 hours ago

Trump says he will stay out of Netflix-Paramount fight over Warner Bros

U.S. President Donald Trump said on Wednesday he plans to stay out of the Netflix and Paramount Skydance fight over Warner Bros Discovery.

NFLX PSKY WBD IEO OIH PXJ UCO


McKesson boosts 2026 profit forecast amid specialty drug growth

Feb 4, 2026, 7:01 PM EST - 4 hours ago

McKesson boosts 2026 profit forecast amid specialty drug growth

McKesson Corporation raised its fiscal 2026 profit forecast on Wednesday, betting on strong growth in its oncology and specialty drug distribution businesses.

MCK PSKY WBD IEO OIH PXJ UCO


Trump says he'll stay out of Netflix, Paramount Skydance fight to take over WBD

Feb 4, 2026, 7:01 PM EST - 4 hours ago

Trump says he'll stay out of Netflix, Paramount Skydance fight to take over WBD

President Donald Trump said in a new interview that he will not be involved in the fight between Netflix and Paramount Skydance over Warner Bros. Discovery.

NFLX PSKY WBD IEO OIH PXJ UCO


Kemper Corporation (KMPR) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 7:01 PM EST - 4 hours ago

Kemper Corporation (KMPR) Q4 2025 Earnings Call Transcript

Kemper Corporation (KMPR) Q4 2025 Earnings Call Transcript

KMPR PSKY WBD IEO OIH PXJ UCO


TTM Technologies, Inc. (TTMI) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 7:01 PM EST - 4 hours ago

TTM Technologies, Inc. (TTMI) Q4 2025 Earnings Call Transcript

TTM Technologies, Inc. (TTMI) Q4 2025 Earnings Call Transcript

TTMI PSKY WBD IEO OIH PXJ UCO


Clearfield, Inc. (CLFD) Q1 2026 Earnings Call Transcript

Feb 4, 2026, 7:01 PM EST - 4 hours ago

Clearfield, Inc. (CLFD) Q1 2026 Earnings Call Transcript

Clearfield, Inc. (CLFD) Q1 2026 Earnings Call Transcript

CLFD PSKY WBD IEO OIH PXJ UCO


ePlus inc. (PLUS) Q3 2026 Earnings Call Transcript

Feb 4, 2026, 7:01 PM EST - 4 hours ago

ePlus inc. (PLUS) Q3 2026 Earnings Call Transcript

ePlus inc. (PLUS) Q3 2026 Earnings Call Transcript

PLUS PSKY WBD IEO OIH PXJ UCO


Lantronix, Inc. (LTRX) Q2 2026 Earnings Call Transcript

Feb 4, 2026, 7:01 PM EST - 4 hours ago

Lantronix, Inc. (LTRX) Q2 2026 Earnings Call Transcript

Lantronix, Inc. (LTRX) Q2 2026 Earnings Call Transcript

LTRX PSKY WBD IEO OIH PXJ UCO


Align Technology, Inc. (ALGN) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 7:00 PM EST - 4 hours ago

Align Technology, Inc. (ALGN) Q4 2025 Earnings Call Transcript

Align Technology, Inc. (ALGN) Q4 2025 Earnings Call Transcript

ALGN PSKY WBD IEO OIH PXJ UCO


Alphabet beats on revenue, projects significant AI spending increase

Feb 4, 2026, 7:00 PM EST - 4 hours ago

Alphabet beats on revenue, projects significant AI spending increase

Alphabet beat on the top and bottom lines in its fourth-quarter earnings report on Wednesday, and said it expects to significantly increase spending on artificial intelligence in 2026.

GOOG GOOGL WBD IEO OIH PXJ UCO


EchoStar Remains A Complex Public Proxy For SpaceX

Feb 4, 2026, 6:59 PM EST - 4 hours ago

EchoStar Remains A Complex Public Proxy For SpaceX

EchoStar has transformed from a debt-laden spectrum play into a proxy for SpaceX, following major asset sales and a strategic pivot. SATS now holds an estimated $25B SpaceX stake, up nearly 3x since a...

SATS GOOGL WBD IEO OIH PXJ UCO


Arm's stock falls after earnings, showing how high the bar is for AI companies now

Feb 4, 2026, 6:54 PM EST - 4 hours ago

Arm's stock falls after earnings, showing how high the bar is for AI companies now

Arm says memory shortages could impact its business, but to a small degree.

ARM GOOGL WBD IEO OIH PXJ UCO


TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports

Feb 4, 2026, 6:50 PM EST - 4 hours ago

TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports

Taiwan Semiconductor Manufacturing Co plans mass-production of 3-nanometre advanced chips at its Kumamoto plant in Japan, investing about $17 billion, Japanese newspaper Yomiuri reported on Thursday.

TSM GOOGL WBD IEO OIH PXJ UCO


Steven Cress' Top 10 AI Stocks (Recap & Update)

Feb 4, 2026, 6:50 PM EST - 4 hours ago

Steven Cress' Top 10 AI Stocks (Recap & Update)

The AI sector remains highly attractive, with top quant-rated stocks offering superior growth and fundamentals despite recent volatility and sharp pullbacks. Head of Quantitative Strategy at Seeking A...

AIQ APP CIEN CLS CRDO GM GMED


Qualcomm earnings beat but forecast comes up short because of memory shortage

Feb 4, 2026, 6:45 PM EST - 4 hours ago

Qualcomm earnings beat but forecast comes up short because of memory shortage

Qualcomm reported fiscal first quarter earnings on Wednesday that beat expectations, but the company's forecast came up short because of the global memory shortage.

QCOM APP CIEN CLS CRDO GM GMED


Stocks Slide as Tech Selloff Persists Ahead of Google Earnings | Closing Bell

Feb 4, 2026, 6:42 PM EST - 4 hours ago

Stocks Slide as Tech Selloff Persists Ahead of Google Earnings | Closing Bell

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. -------- More ...

GOOG GOOGL CIEN CLS CRDO GM GMED


A10 Networks, Inc. (ATEN) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 6:40 PM EST - 4 hours ago

A10 Networks, Inc. (ATEN) Q4 2025 Earnings Call Transcript

A10 Networks, Inc. (ATEN) Q4 2025 Earnings Call Transcript

ATEN GOOGL CIEN CLS CRDO GM GMED


Weatherford International plc (WFRD) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 6:40 PM EST - 4 hours ago

Weatherford International plc (WFRD) Q4 2025 Earnings Call Transcript

Weatherford International plc (WFRD) Q4 2025 Earnings Call Transcript

WFRD GOOGL CIEN CLS CRDO GM GMED


Gold Rises on Possible Dip-Buying Amid Lingering U.S.-Iran Tensions

Feb 4, 2026, 6:36 PM EST - 4 hours ago

Gold Rises on Possible Dip-Buying Amid Lingering U.S.-Iran Tensions

Gold rose in the early Asian session on possible dip-buying amid lingering U.S.-Iran tensions.

AAAU BAR DBP GLD GLDM IAU OUNZ


Uber's Q4: Market Is Selling, I'm Buying

Feb 4, 2026, 6:34 PM EST - 4 hours ago

Uber's Q4: Market Is Selling, I'm Buying

Uber Technologies, Inc.'s Q4 results showed resilient top-line growth and strong user momentum, despite a modest EPS miss and market disappointment. UBER's consolidated EBITDA margin reached 4.6%, wit...

UBER BAR DBP GLD GLDM IAU OUNZ


V.F. Corp.: The Results Look Better, But Still A Lot Of Concerns

Feb 4, 2026, 6:31 PM EST - 4 hours ago

V.F. Corp.: The Results Look Better, But Still A Lot Of Concerns

V.F. Corp. is upgraded from sell to hold due to the strong quarterly earnings results. Recent strong stock performance in late 2025 does not offset fundamental challenges highlighted in the latest ear...

VFC BAR DBP GLD GLDM IAU OUNZ


Boeing's defense unit to cut 300 jobs, Bloomberg News reports

Feb 4, 2026, 6:30 PM EST - 4 hours ago

Boeing's defense unit to cut 300 jobs, Bloomberg News reports

Boeing is cutting about 300 supply-chain jobs from its defense unit and will notify affected employees this week, Bloomberg News reported on Wednesday, citing a person familiar with the matter.

BA BAR DBP GLD GLDM IAU OUNZ


Alphabet won't talk about the Google-Apple AI deal, even to investors

Feb 4, 2026, 6:28 PM EST - 4 hours ago

Alphabet won't talk about the Google-Apple AI deal, even to investors

Alphabet declined to answer one of its investors buring questions about Google's AI deal with Apple on Wednesday's fourth-quarter earnings call. Instead of responding to an analyst's question about ho...

AAPL GOOG GOOGL GLD GLDM IAU OUNZ


AMD's Stock Got Crushed Today. CEO Lisa Su Says Demand Is 'On Fire'

Feb 4, 2026, 6:25 PM EST - 4 hours ago

AMD's Stock Got Crushed Today. CEO Lisa Su Says Demand Is 'On Fire'

Investors dropped shares of Advanced Micro Devices after its latest earnings. Its CEO says they should be excited about what's ahead this year.

AMD GOOG GOOGL GLD GLDM IAU OUNZ


Alphabet: Q4 Reinforces A Generational Compounding Story

Feb 4, 2026, 6:24 PM EST - 4 hours ago

Alphabet: Q4 Reinforces A Generational Compounding Story

Alphabet delivered a solid Q4, with 18% YoY revenue growth and strong performance across key business lines. Despite a slight operating margin dip and surging CapEx, GOOGL's aggressive R&D and AI inve...

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Nu Holdings: Why I Remain Constructive Heading Into 2026

Feb 4, 2026, 6:24 PM EST - 4 hours ago

Nu Holdings: Why I Remain Constructive Heading Into 2026

Brazil's macro carry remains intact in 2026, but its impact is increasingly uneven across sectors and business models, favoring platforms like Nu Holdings over traditional incumbents. Nu Holdings is e...

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Snap Q4 Users Dip As It Trims Marketing To Focus On Profit, Shares Rise

Feb 4, 2026, 6:22 PM EST - 4 hours ago

Snap Q4 Users Dip As It Trims Marketing To Focus On Profit, Shares Rise

Snap saw its daily active users fall by 3 million to 474 million in the fourth quarter as the social media platform said it substantially reduced marketing investments “to focus on more profitable gro...

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Align Technology beats fourth-quarter results estimates on dental products demand

Feb 4, 2026, 6:16 PM EST - 4 hours ago

Align Technology beats fourth-quarter results estimates on dental products demand

Align Technology reported quarterly results above Wall Street expectations and forecast first-quarter revenue in line with estimates, driven by strong demand for its dental aligners.

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Samsung opens 'Samsung House' in Milan ahead of Milano Cortina Games

Feb 4, 2026, 6:14 PM EST - 5 hours ago

Samsung opens 'Samsung House' in Milan ahead of Milano Cortina Games

Samsung Electronics opened its first "Samsung House" at Milan's historic Palazzo Serbelloni on Wednesday night, as the longtime Olympic sponsor seeks to raise its profile at the Milano Cortina Winter ...

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This AI stock just got called up to the S&P 500

Feb 4, 2026, 6:13 PM EST - 5 hours ago

This AI stock just got called up to the S&P 500

Ciena, maker of networking and telecom equipment, is set to join the S&P on Friday.

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Intuitive Surgical: Buy The January Selloff

Feb 4, 2026, 6:11 PM EST - 5 hours ago

Intuitive Surgical: Buy The January Selloff

Intuitive Surgical remains a compelling long-term buy despite recent share price weakness and mixed Q4 results. Da Vinci 5 adoption is robust, with 74% YoY system placement growth and expanding FDA-ap...

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Banco Santander (Brasil) S.A. (BSBR) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 6:10 PM EST - 5 hours ago

Banco Santander (Brasil) S.A. (BSBR) Q4 2025 Earnings Call Transcript

Banco Santander (Brasil) S.A. (BSBR) Q4 2025 Earnings Call Transcript

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Accuray Incorporated (ARAY) Q2 2026 Earnings Call Transcript

Feb 4, 2026, 6:10 PM EST - 5 hours ago

Accuray Incorporated (ARAY) Q2 2026 Earnings Call Transcript

Accuray Incorporated (ARAY) Q2 2026 Earnings Call Transcript

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UBS: An Ambitious 18% RoCET1 Target For 2028

Feb 4, 2026, 6:10 PM EST - 5 hours ago

UBS: An Ambitious 18% RoCET1 Target For 2028

UBS Group's Q4 2025 earnings reflect the residual impact of the Credit Suisse integration, with reported earnings well below underlying performance. Reported net income is forecast to grow in 2026-202...

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Retail Is Googling Gold, ETFs Are Where The Trade May Land

Feb 4, 2026, 6:07 PM EST - 5 hours ago

Retail Is Googling Gold, ETFs Are Where The Trade May Land

Gold's historical price surge has been the big story, but a more subtle indicator is that the next big buying trend may come through ETFs rather than physical gold.

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AbbVie: Double-Digit Growth For Immunology Products Continues With HUMIRA Surprise

Feb 4, 2026, 6:04 PM EST - 5 hours ago

AbbVie: Double-Digit Growth For Immunology Products Continues With HUMIRA Surprise

AbbVie Inc. retains a Strong Buy rating, driven by a positive earnings surprise in Q4 2025, notably due to HUMIRA outperformance. Despite ongoing HUMIRA declines, ABBV demonstrates robust growth in it...

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Trump administration's latest rare earths push, why one portfolio manager likes Ulta Beauty

Feb 4, 2026, 6:03 PM EST - 5 hours ago

Trump administration's latest rare earths push, why one portfolio manager likes Ulta Beauty

Asking for a Trend Anchor Josh Lipton breaks down the latest news for February 4, 2026. Yahoo Finance Washington Correspondent Ben Werschkul reports on the Trump administration's latest push to create...

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General Motors Company (GM) Presents at Federal Reserve Bank of Chicago's Automotive Insights Symposium Transcript

Feb 4, 2026, 6:00 PM EST - 5 hours ago

General Motors Company (GM) Presents at Federal Reserve Bank of Chicago's Automotive Insights Symposium Transcript

General Motors Company (GM) Presents at Federal Reserve Bank of Chicago's Automotive Insights Symposium Transcript

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UPM-Kymmene Oyj (UPMMY) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 6:00 PM EST - 5 hours ago

UPM-Kymmene Oyj (UPMMY) Q4 2025 Earnings Call Transcript

UPM-Kymmene Oyj (UPMMY) Q4 2025 Earnings Call Transcript

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Sappi Limited (SPPJY) Q1 2026 Earnings Call Transcript

Feb 4, 2026, 6:00 PM EST - 5 hours ago

Sappi Limited (SPPJY) Q1 2026 Earnings Call Transcript

Sappi Limited (SPPJY) Q1 2026 Earnings Call Transcript

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Alphabet Beats Revenue But AI Spending Worries Hit Stock — 50-Day MA Holds Key

Feb 4, 2026, 5:51 PM EST - 5 hours ago

Alphabet Beats Revenue But AI Spending Worries Hit Stock — 50-Day MA Holds Key

Alphabet dropped 6% on AI spending shock, then rebounded to +1.75%. The 50-day moving average at $321.02 holds the key to what happens next for the stock.

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Vishay Intertechnology, Inc. (VSH) Q4 2025 Earnings Call Transcript

Feb 4, 2026, 5:50 PM EST - 5 hours ago

Vishay Intertechnology, Inc. (VSH) Q4 2025 Earnings Call Transcript

Vishay Intertechnology, Inc. (VSH) Q4 2025 Earnings Call Transcript

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What CNBC's 'Fast Money' traders think of Alphabet's Q4 earnings report

Feb 4, 2026, 5:49 PM EST - 5 hours ago

What CNBC's 'Fast Money' traders think of Alphabet's Q4 earnings report

CNBC's “Fast Money” team discusses the highlights from Alphabet's earnings report.

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Alphabet's Gemini breakout matters a lot in earnings, says Intelligent Alpha's Doug Clinton

Feb 4, 2026, 5:49 PM EST - 5 hours ago

Alphabet's Gemini breakout matters a lot in earnings, says Intelligent Alpha's Doug Clinton

Intelligent Alpha's Doug Clinton and Oppenheimer's Jason Helfstein join 'Closing Bell' to discuss what Clinton's focused on in Alphabet's earnings results, the appetite for capex and much more.

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