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Seeking Alpha: News

Deutsche Bank eyes stake in life insurance company - report

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Cheniere Energy Partners declares $0.83 dividend

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Nordea Bank Abp GAAP EPS of Є0.34, net interest income of Є1.77B; iniitates FY26 outlook

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Nokia Oyj Non-GAAP EPS of Є0.16 misses by Є0.01, revenue of Є6.13B beats by Є40M; initiates FY26 outlook

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AirAsia reportedly close to securing 100 Airbus A220 jets as part of expansion plan

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STMicroelectronics reports mixed Q4 results; initiates Q1 outlook

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Stellantis offers discounts on certain models in France to regain volume

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Landstar signals $569M heavy haul record as AI investments accelerate network growth

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BHP could face up to $2B hit after China restricts Jimblebar iron ore, Goldman Sachs says

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SAP SE Non-GAAP EPS of €1.62 beats by €0.11, revenue of €9.68B misses by €80M; initiates FY26 outlook

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Viavi anticipates $386M–$400M Q3 revenue with continued data center and aerospace momentum

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Asia markets mixed as tech rally cools following Fed hold and mixed earnings

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Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms

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Home Depot chops 800 corporate jobs, orders staff back to office full-time

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Thursday's Economic Calendar

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IBM expects 10% software growth and $15.7B free cash flow in 2026 while advancing AI and hybrid cloud

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Singapore's GIC partners with Sony Music to acquire music catalog assets

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Las Vegas Sands signals focus on margin recovery in Macao and continued growth at Marina Bay Sands through 2026

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Lam Research outlines $135B WFE forecast for 2026 as AI-driven demand accelerates

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McEwen Mining to acquire Golden Lake Exploration in all-share deal

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Samsung Electronics GAAP EPS of KRW 2909.00, revenue of KRW 93.8B

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Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports

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Big tech eyes $60B bet on OpenAI as Nvidia, Amazon, Microsoft enter talks: report

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Unitil raises dividend by 6% to $0.475

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Atkore declares $0.33 dividend

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C.H. Robinson targets double-digit productivity improvements in 2026 through Lean AI expansion

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Equity Lifestyle Properties FFO of $0.79 beats by $0.01, revenue of $373.9M misses by $8.36M

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Amphenol outlines $6.9B–$7B Q1 2026 sales target as CCS acquisition expands AI exposure

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Levi Strauss projects 4%-5% organic net revenue growth for 2026 as DTC momentum accelerates

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ServiceNow projects 20% subscription revenue growth for 2026 with expanded AI platform and $5B share repurchase

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Raymond James signals continued adviser recruiting growth and targets $400M share repurchases amid robust loan expansion

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Tesla targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down

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Microsoft outlines $80.65B–$81.75B Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth

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FICO signals robust momentum in Scores and platform ARR growth as direct licensing adoption accelerates

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Canadian Pacific Kansas City targets low double-digit earnings growth in 2026 amid record grain harvest and expanded network services

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Deluxe outlines 2026 revenue guidance of $2.11B–$2.175B as payments and data businesses approach 50% of total sales

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Meta signals $53.5B–$56.5B Q1 2026 revenue guidance as AI-driven product expansion accelerates

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LendingClub outlines $11.6B–$12.6B originations target for 2026 as company accelerates marketing and product expansion

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Rare earth stocks slide as Trump administration backs off critical mineral price floors - Reuters

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Oil adds to gains as Trump ratchets up Iran threats; U.S. crude stocks post surprise draw

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SEI Investments signals continued sales momentum and strategic focus for 2026 following record Q4 results

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Conmed outlines 2026 revenue target of $1.345B–$1.375B while advancing portfolio focus and supply chain improvements

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Century Communities outlines 10% annual delivery growth potential through 2027 amid disciplined capital allocation

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Adtalem raises adjusted EPS guidance to 17–20% growth while signaling continued enrollment momentum

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Ball declares $0.20 dividend

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Coastal Carolina Bancshares GAAP EPS of $0.47, revenue of $10.91M

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Pinnacle Financial Partners, Inc. FIXED TO FLTG RA declares $0.4562 dividend

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Meta in charts: R&D expenses top $17B in Q4; ARPP rises 16% Y/Y

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Pinnacle Financial Partners, Inc. FIXED RATE RESET declares $0.5248 dividend

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Hawthorn Bancshares GAAP EPS of $0.90, revenue of $21.16M

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