Mastercard (NYSE: MA) remains in focus on Thursday after reporting a market-beating Q4, which Mizuho's senior analyst Dan Dolev called an "upbeat start†to the year in a research report on Jan. 29. ...

Microsoft stock (NASDAQ: MSFT) plunged over 11% on Thursday despite beating Wall Street on revenue and earnings in the second quarter. The sharp sell-off came despite a record surge in AI capital spen... ...

US applications for unemployment benefits declined modestly last week, signalling that the labour market remains resilient despite recent corporate layoff announcements and persistent economic uncertainty. Initial claims for jobless aid fell by 1,000 to 209,000 for the week ended Jan. 24, according to data released by the Labor Department on Thursday. ...

Group 1 - US stocks showed mixed performance as investors reacted to earnings reports from major technology companies and the Federal Reserve's interest rate decision [1] - The S&P 500 index increased by 0.1%, indicating a cautious market sentiment after previously crossing the 7,000 level [1]

Core Viewpoint - Carvana is demonstrating resilience on Wall Street despite facing challenges, including a critical short report from Gotham City Research [1] Group 1: Company Performance - Carvana continues to perform well in the online used car retail market, indicating strong operational capabilities [1] - The company is navigating through market pressures and external criticisms effectively [1] Group 2: Market Context - The release of the short report by Gotham City Research highlights ongoing scrutiny and potential volatility in the used car retail sector [1] - The market reaction to Carvana's performance amidst such reports reflects investor sentiment and confidence levels [1]

Core Viewpoint - Teladoc's stock price has significantly declined, reaching a record low due to decreased demand for its services post-pandemic, falling to $5.74 from an all-time high of $308 [1] Company Summary - Teladoc's market capitalization has been adversely affected by the drop in stock price, indicating a substantial loss in investor confidence and market value [1]

While Intel (NASDAQ: INTC) draws attention with government support and Nvidia (NASDAQ: NVDA) dominates the AI headlines, another semiconductor giant has been quietly building scale in the background. ... ...

Comcast's latest earnings underline how the company's business mix is changing as pressure builds on its traditional cable operations. While the group beat expectations on earnings in the fourth quart... ...

Core Viewpoint - ServiceNow's stock price has declined significantly following the release of its financial results, raising questions about whether to buy the dip or sell the rip [1] Financial Performance - ServiceNow reported fourth quarter revenue of $3.56 billion, a 21% increase from the same period in 2024, leading to an annual revenue of $13 billion, up 20% from 2024 [1] - The company's current remaining performance obligations (cRPO) rose to over $12 billion [1] - Guidance for Q1 revenue is projected between $3.65 billion and $3.655 billion, with an expected operating margin of 31.5% [1] - For the full year, revenue is expected to increase by 20.5% to 21%, reaching between $15.3 billion and $15.57 billion, which is below analysts' expectations of $15.7 billion [1] Valuation Metrics - The forward price-to-earnings ratio has decreased to 37.8, significantly lower than the five-year average of 67 [1] - The GAAP price-to-earnings ratio stands at 75, also below the five-year average of 252 [1] - The forward PEG ratio is 1.64, slightly lower than the sector median of 1.65 [1] Analyst Sentiment - Wall Street analysts maintain an optimistic outlook, with a consensus target price of $204, indicating a potential 57% increase from the current level [1] - Target prices from analysts include $200 from Cantor Fitzgerald and $175 from Jefferies, while only one analyst, Kash Rangan from Goldman Sachs, has downgraded the stock from buy to sell [1] Technical Analysis - The stock has been in a downward trend, falling from a high of $240 in January 2025 to $122 [1] - It has breached the 61.8% Fibonacci Retracement level at $133.45 and remains below key moving averages [1] - The Relative Strength Index (RSI) and MACD indicators show continued downward movement, suggesting further declines may target the next support level at $105 [1]

Oil prices extended their gains on Thursday on the back of simmering geopolitical tensions and concerns about the loss of supply. Concerns about a possible US military strike on Iran, OPEC's fourth-l... ...