February 3, 2026 3:01 pm
Key Moments Ametek projected 2026 adjusted earnings of $7.87 to $8.07 per share, with the midpoint below analysts’ estimate of $8.01 per share. Fourth-quarter adjusted earnings increased to $2.01 per share from $1.87 a year earlier, topping the consensus forecast of $1.94 per share. Fourth-quarter revenue climbed to about $2.0 billion from $1.76 billion in […]
Read moreFebruary 3, 2026 1:44 pm
Key Moments Pfizer’s fourth-quarter revenue reached $17.56 billion, topping analyst projections of $16.95 billion. Adjusted earnings were 66 cents per share, ahead of Wall Street expectations of 57 cents per share. Demand for Eliquis and RSV vaccine Abrysvo helped offset weaker sales of COVID products, while Pfizer reaffirmed its 2026 forecast. Quarterly Performance and Strategic […]
Read moreFebruary 3, 2026 11:36 am
Key Moments Netflix Co-CEO Ted Sarandos is scheduled to testify before a U.S. Senate panel on Tuesday about the proposed $82.7 billion takeover of Warner Bros Discovery. The U.S. Department of Justice is reviewing Netflix’s bid alongside a rival hostile offer from Paramount Skydance. Senator Mike Lee has questioned whether Netflix is genuinely seeking to […]
Read moreFebruary 3, 2026 9:29 am
Key Moments Nvidia (NASDAQ:NVDA) traded just above unchanged in after-hours trading on Tuesday following a 2.9% drop during the regular session. Reuters reported that OpenAI has been dissatisfied with some of Nvidia’s newest AI chips and started seeking other suppliers last year, particularly for inference workloads. Nvidia CEO Jensen Huang said the company will “absolutely” […]
Read moreFebruary 3, 2026 7:41 am
Key Moments: U.S. government revenue jumped 66% in the fourth quarter to $570 million, lifting total sales to $1.41 billion. Meanwhile, Palantir forecast 2026 revenue of $7.18 billion to $7.20 billion, more than 60% above 2025 expectations. However, despite a 5% after-hours gain, the stock remains down over 15% this year amid valuation concerns. Government […]
Read moreFebruary 2, 2026 3:11 pm
Key Moments Jefferies says Amazon.com, Inc. is trading at 13x NTM EV/EBITDA, 6 turns below its 10-year average and 8 turns below WMT. The firm expects a re-acceleration in Amazon Web Services growth, with backlog potentially rising into the “mid-20s or higher” in the fourth quarter. Jefferies reiterates a Buy rating and $300 price target, […]
Read moreFebruary 2, 2026 1:41 pm
Key Moments Disney’s fiscal first-quarter revenue rose 5% to $26 billion, surpassing the consensus estimate of $25.7 billion. The experiences division delivered $10 billion in revenue and 72% of nearly $5 billion in quarterly operating profit. Streaming operating income climbed 72% to $450 million on a 13% revenue increase to $4.4 billion. Theme Parks and […]
Read moreFebruary 2, 2026 11:39 am
Key Moments Boeing finalized a new contract with about 1,600 former Spirit AeroSystems white-collar employees re-acquired in December. The agreement, expiring in late 2030, was ratified with 85% of votes cast and includes a $6,000 ratification bonus and annual wage hikes. The deal is the first with ex-Spirit workers and comes ahead of talks with […]
Read moreFebruary 2, 2026 10:24 am
Key Moments Oracle expects to raise $45 billion to $50 billion in 2026 to expand its cloud infrastructure capacity. The company plans to split the funding roughly evenly between equity-related issuance and senior unsecured bonds. Oracle was sued in January by bondholders alleging the firm concealed its need to issue substantial new debt for AI […]
Read moreFebruary 2, 2026 8:48 am
Key Moments Nvidia CEO Jensen Huang announced a “huge” investment in OpenAI, likely the largest in Nvidia’s history. Huang denied claims that he is unhappy with OpenAI, calling such reports “nonsense” and reaffirming his confidence. Nvidia will join OpenAI’s current funding round, though the investment will not reach the previously mentioned $100 billion level. Huang […]
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