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Seeking Alpha: News

STMicroelectronics targets $1B data center revenue by 2030 as inventory normalizes and automotive recovery anticipated

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Tractor Supply outlines 4%–6% sales growth target for 2026 while expanding store and delivery initiatives

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Coterra-Devon merger said to be in advanced talks - FT

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Group 1 Automotive outlines $640M revenue boost from acquisitions amid UK restructuring and record $3.6B gross profit

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The AI euphoria isn’t over as the Mag 7 stocks will continue to post earnings growth

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Alerus outlines mid-single-digit loan growth and 3.5%-3.6% NIM target for 2026 while advancing C&I lending strategy

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Canadian National Railway Q4 2025 Earnings Preview

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Air Products and Chemicals Q1 2026 Earnings Preview

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Brookfield Renewable Partners Q4 2025 Earnings Preview

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Gran Tierra Energy rallies after achieving record monthly production in December

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Apple buys Israeli startup Q.AI for about $2B - FT

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Former Federal Reserve Vice Chairman Ferguson: The Fed will stand pat for the next few meetings

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Microsoft leads software stocks lower; suffers 7th largest drop in company history

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Comcast targets majority migration to new broadband pricing by year-end 2026 as wireless lines surpass 9M

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Bankwell expects 4%–5% loan growth and $11M–$12M noninterest income in 2026 as SBA business expands

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ConnectOne outlines 2026 NIM growth and branch consolidation plans amid $14B asset milestone

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Landmark Bancorp signals continued expansion with net interest margin rising to 4.03% amid strong deposit growth

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Caterpillar anticipates sales growth near top of 5%-7% range in 2026 driven by record $51B backlog

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Norfolk Southern targets $150M in 2026 cost savings while reducing capex by $300M

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Ethos Technologies shares open at IPO price amid risk-on sentiment in markets

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Ameriprise signals continued buybacks and organic growth as AWM assets reach $1.2T in Q4 2025

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Lockheed Martin signals $80B 2026 sales target with ramped missile production and record backlog

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Dow targets $2B near-term EBITDA uplift through transformation and cost actions in 2026

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Starbucks highlights beverage innovation and a new rewards program at its Investor Day

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MarineMax reaffirms $110M–$125M adjusted EBITDA guidance for 2026 as inventory and premium sales trends improve

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Virtu Financial stock climbs after strong Q4 earnings beat

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Nasdaq outlines launch of 23/5 trading and $100M cross-sell run rate target for 2027 as AI-driven innovation accelerates

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First Interstate anticipates sequential net interest margin gains through 2026 as branch optimization and share repurchases intensify

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Valley National Bancorp outlines 11%-13% net interest income growth for 2026 amid core deposit momentum

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Lazard signals $12.5M per managing director productivity target by 2030 as firm accelerates talent expansion

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Eventbrite to pull, refile HSR merger notification for Bending Spoons

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Siemens overtakes SAP as Germany’s most valuable company after software selloff

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Quantum computing stocks hit hard as tech turns risk-off

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MPLX declares $1.0765 dividend

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Modine to divest performance technologies unit to Gentherm for ~$1B

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Jacobs Engineering raises dividend by 12.5% to $0.36

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Donaldson declares $0.30 dividend

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Airbus is said to weigh bigger A220 variant as early sales talks begin

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Plexus signals potential to exceed 12% revenue growth for fiscal 2026 amid robust market share gains

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Annaly signals capital shift toward non-agency strategies as portfolio grows 30% in 2025

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First Quantum seeking buyer for Turkish copper mine - Bloomberg

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ManpowerGroup outlines Q1 2026 revenue growth forecast with margin expansion focus amid AI-driven transformation

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BlackRock, Partners Group seek to expand wealthy investors' access to private markets

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Germany orders sale of pipeline operator as condition for Sunoco's TanQuil takeover

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Washington Trust outlines 5% loan growth target and margin expansion through new commercial hires

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Allegro MicroSystems outlines 22% year-over-year Q4 sales growth target while advancing data center and robotics initiatives

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Eagle Materials outlines $430M–$450M fiscal 2026 capital spending amid cement volume growth and market expansion

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Amneal initiates nationwide settlement for opioid-related claims

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Comcast shares rise after in-line Q4 report, overcoming tough environment

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Aon Q4 2025 Earnings Preview

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