Market News - Mboum.com

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

Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript

CRNC

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.

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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.

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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.

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

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

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

Snap Inc. (SNAP) Q4 2025 Earnings Call Transcript

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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...

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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.

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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.

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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...

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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.

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

PTC Inc. (PTC) Q1 2026 Earnings Call Transcript

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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...

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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.

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

Arm Holdings plc (ARM) Q3 2026 Earnings Call Transcript

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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...

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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.

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

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

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

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

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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...

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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.

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

Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript

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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...

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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.

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

Allegiant Travel Company (ALGT) Q4 2025 Earnings Call Transcript

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

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

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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...

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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.

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

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

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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...

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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.

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

McKesson Corporation (MCK) Q3 2026 Earnings Call Transcript

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

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

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

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

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

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

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

Coherent Corp. (COHR) Q2 2026 Earnings Call Transcript

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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.

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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.

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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...

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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...

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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...

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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.

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

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

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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.

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

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

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

Moelis & Company (MC) Q4 2025 Earnings Call Transcript

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

GSK plc (GSK) Q4 2025 Earnings Call Transcript

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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...

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

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

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

LifeVantage Corporation (LFVN) Q2 2026 Earnings Call Transcript

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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...

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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...

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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...

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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...

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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.

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