← Back to news
S

Seeking Alpha: News

CK Hutchison moves to arbitration following Panama Canal license annulment

S

Equinor tops Q4 estimates; initiates FY26 outlook

S

Amazon and Prosus partner on AI, cloud to cut costs by double digits

S

Asian markets diverge: KOSPI hits all-time high despite Wall Street’s AI-led retreat

S

Nvidia AI chip sales to China stalled by US security review, FT reports

S

China’s services sector beats expectations as PMI climbs to 52.3 in January

S

Earnings Snapshot: Take-Two forecasts FY26 net bookings at $6.65B–$6.7B, Q4 mixed

S

Japan’s service sector hits 11-month high as January PMI climbs to 53.7

S

Banco Santander GAAP EPS of €0.24, total income of €15.16B

S

8x8 raises 2026 revenue and EPS guidance as usage-based offerings surge 60%

S

Replimune Group GAAP EPS of -$0.77 beats by $0.01

S

SiTime confirms talks with Renesas on timing business deal

S

Lumentum expects Q3 2026 revenue to surpass $805M as AI demand accelerates

S

Benchmark Electronics signals strong 2026 semi-cap recovery and double-digit medical growth while expanding Penang capacity

S

Trump adviser and Fed governor Stephen Miran leaves White House post

S

Silicon Motion Technology Non-GAAP EPS of $1.26 misses by $0.04, revenue of $278.5M beats by $17.51M

S

Anthropic reportedly plans employee tender offer at $350B valuation

S

Lithium miner Tianqi opens door to full SQM divestment

S

Intapp outlines $415M–$419M SaaS revenue target for fiscal 2026 as cloud momentum accelerates

S

Take-Two raises full-year net bookings outlook to $6.7B as mobile and core franchises surge

S

Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report

S

Enphase targets $2B battery retrofit market in Netherlands while rolling out fifth-generation batteries and AI-driven customer tools

S

Columbia Sportswear outlines 1%–3% net sales growth and 6.2%–6.9% operating margin for 2026 amid tariff headwinds and emerging brand momentum

B

EGain outlines $90.5M–$92M fiscal 2026 revenue target as AI Knowledge ARR jumps 27%

B

Clorox outlines 0–1% category growth target and innovation-led recovery as ERP transition ends

B

Amcor outlines synergy-driven EPS growth of 12%–17% for fiscal 2026 while advancing portfolio optimization

B

Aviat outlines $1.6B 5G router opportunity and maintains $440M–$460M revenue target as BEAD optimism grows

B

Skyworks outlines $500M synergy target through Qorvo merger while projecting Q2 revenue up to $925M

S

Carlisle outlines path to $40 EPS and 25% ROIC backed by Vision 2030 and innovation investments

S

Varonis targets 18%–20% SaaS ARR growth excluding conversions for 2026 as SaaS transition accelerates

S

Glencore halts $300M plan to cut emissions at Quebec smelter

B

Group of BP investors seeks proof that shift to oil and gas will bring value

B

Super Micro Computer targets $40B full-year revenue as DCBBS drives margin outlook

S

Amgen outlines $37B–$38.4B 2026 revenue target as Repatha, EVENITY, and TEZSPIRE drive momentum

S

Chipotle outlines path to 7,000 North American units and accelerates global expansion in 2026 plan

S

AMD outlines path to >60% annual data center growth and multi-billion AI revenue by 2027 as MI400 and Helios launch

S

Mondelez signals chocolate margin recovery in 2027 amid shifting cocoa costs and increased brand investment

S

Match Group outlines flat 2026 revenue with $1.085B-$1.135B free cash flow target as Tinder turnaround advances

S

Aytu BioPharma outlines EXXUA launch strategy and expects breakeven at $17.3M quarterly net revenue as ADHD portfolio remains resilient

S

InnovAge raises 2026 revenue guidance to $950M while achieving 9.2% adjusted EBITDA margin

S

Key Tronic targets $1.2M per quarter cost savings as China facility wind-down advances

S

Cirrus Logic targets doubling PC revenue in fiscal 2026 while expanding AI and automotive offerings

S

Jacobs raises FY26 outlook with 6.5%-10% net revenue growth and $7.30 EPS target as backlog hits $26B

S

H&R Block reaffirms $3.875B–$3.895B revenue guidance as CEO launches tech-driven strategy

S

Crude oil rises as U.S. shoots down Iranian drone; U.S.-India trade deal to impact Russian oil

S

Lumen targets $700M cost savings in 2026 while advancing AI network strategy after AT&T divestiture

S

Transcat reaffirms high single-digit Q4 organic service growth outlook while advancing acquisition strategy

S

Sonos outlines $5B lifetime value opportunity as new products and system strategy drive 2026 growth ambitions

S

USA Rare Earth eyes $3B-plus funding to accelerate plans, CEO tells Bloomberg

S

Digital Turbine raises fiscal 2026 guidance to $558M revenue and $117M EBITDA as balance sheet strengthens

S