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Seeking Alpha: News

Nektar Therapeutics prices $400M stock offering

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Energy Vault plummets 18%, upsizes and prices $140M convertible senior notes

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Earnings Snapshot: Fastly outlook beats estimates, expects continued momentum as AI drives growth

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Chinese AI stocks surge as model upgrades, policy support lift Zhipu AI 30% and MiniMax 11%

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Japan’s January PPI rises 2.3%, easing from 2.4% in line with estimates

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West Fraser Timber GAAP EPS of -$9.63 misses by $7.19, revenue of $1.17B misses by $20M

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Thursday's Economic Calendar

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Service misses top-line estimates; initiates FY26 outlook

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UK Treasury to pilot digital government bonds on HSBC’s Orion blockchain platform - report

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Precision Drilling GAAP EPS of -C$3.23, revenue of C$478.51M

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NorthWestern misses bottom-line estimates; initiates FY26 outlook

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Lenovo Group ADR GAAP EPS of $0.04, revenue of $22.2B beats by $1.56B

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Novo Nordisk said to follow Lilly and sell obesity shot Wegovy in vial

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Applied Materials to pay $252.5M to settle U.S. export violations probe

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Porch Group targets $600M premium and $100M EBITDA for 2026 as insurance growth accelerates

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Equinix outlines 9–10% 2026 revenue growth as AI-driven bookings accelerate

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Fastly outlines 14% revenue growth target for 2026 while highlighting edge AI momentum and record margins

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Vertiv projects $6.02 EPS and $13.5B sales for 2026 while advancing capacity expansion strategy

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HubSpot targets $3.7B revenue in 2026 as AI adoption accelerates and share repurchase signals confidence

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QuidelOrtho outlines $2.7B–$2.9B 2026 revenue target as company advances R&D pipeline and margin expansion

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Paycom targets 6–7% revenue growth in 2026 as automation drives retention gains

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Inspire Medical Systems signals 2026 revenue outlook of $950M-$1B amid coding changes and reimbursement headwinds

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Air Canada orders eight Airbus A350 widebody jets, with rights to eight more

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Motorola projects $675M 2026 Silvus revenue with 10%–11% software and 15% command center growth amid strong AI suite rollout

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Trump seeks coal boost, signing order for U.S. military to buy coal-generated electricity

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Aurora outlines 400% revenue growth target and 200+ driverless trucks for 2026 as expansion accelerates

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Oatly targets 3–5% constant currency revenue growth and $25M–$35M adjusted EBITDA in 2026 as it accelerates profitable growth strategy

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Neurocrine expects INGREZZA sales to reach up to $2.8B in 2026 amid CRENESSITY launch momentum

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LightPath targets rapid scaling over next 3 years amid record revenue and $100M backlog

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Martin Marietta outlines $2.49B adjusted EBITDA target for 2026 while advancing SOAR 2030 strategy

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QuantumScape outlines $250M–$275M adjusted EBITDA loss target for 2026 while expanding licensing model and Eagle Line production

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Redwood Trust expects core operating earnings above dividend in 2026 as record $23B volume drives platform expansion

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Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation

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Oil futures add to gains as U.S.-Iran fears outweigh large U.S. crude inventory build

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AMC Networks targets at least $200M free cash flow in 2026 as streaming surpasses linear revenue

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AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion

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Outset Medical outlines 5%–9% revenue growth for 2026 with next-gen Tablo launch and gross margin expansion

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Penske Automotive targets $2B in annualized revenue from Lexus acquisitions while realigning U.K. operations

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CME weighs launching first-ever rare earth futures contract - Reuters

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Albemarle slides after Q4 earnings miss, plans to idle Australia lithium plant

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Here are the major earnings before the open Thursday

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Corby Spirit and Wine reports Q2 results

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Kornit projects low single-digit revenue growth for 2026 while accelerating AIC transition and highlights $25M ARR milestone

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Killam Apartment REIT reports FY results

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Medexus Pharmaceuticals reports Q3 results

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Gold, silver gain even as strong U.S. jobs report lowers likelihood of Fed rate cuts

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RXO prices $400 million in 6.375% senior notes due 2031

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Criteo sees high single-digit underlying growth in 2026 as agentic commerce initiatives accelerate

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GO Residential Real Estate Investment Trust announces C$325M inaugural unsecured debenture offering

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Genesis Land secures $105 million revolving credit facility

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