Key Takeaways NVIDIA is set to invest $30B in OpenAI, shifting from a prior $100B infrastructure deal.The equity move secures GPU demand and protects NVIDIA's CUDA ecosystem amid AI volatility.ETFs like SMH and XLK hold NVIDIA as a top weight, offering diversified AI exposure. In a significant strategic pivot, NVIDIA (NVDA) is reportedly in the final stages of negotiating a $30 billion equity investment in OpenAI, part of a blockbuster funding round that could value the ChatGPT maker at approximately $730 b ...

Key Takeaways EXR posted Q4 core FFO of $2.08, beating estimates, as revenues rose 4.3% year over year.Same-store NOI edged up 0.1% despite a 70-basis-point drop in occupancy to 92.6%.Extra Space Storage sees 2026 core FFO of $8.05-$8.35 on flat to negative same-store NOI growth.Extra Space Storage Inc. (EXR) reported fourth-quarter 2025 core funds from operations (FFO) per share of $2.08, surpassing the Zacks Consensus Estimate of $2.03. The figure increased 2.05% from the prior-year quarter.The results re ...

Key Takeaways OKLO faces delayed revenue until late 2027 or 2028, with EPS negative through 2026.OKLO trades at 8.73X book, above industry, sector and S&P 500 multiples.OKLO holds $1.2B cash as Idaho construction begins, but DOE, NRC and fuel risks threaten timeline.Oklo Inc. (OKLO) offers long-term promise in advanced nuclear, but the near-term setup remains difficult. The stock carries a Zacks Rank #4 (Sell), signaling weak momentum over the next one to three months.That rating aligns with the current fun ...

Key Takeaways Walmart beat Q4 EPS and revenue estimates, but weak FY27 EPS guidance put pressure on shares. E-commerce rose in double digits and ad revenues jumped 37%, boosting operating income.ETFs like XLP and RTH offer diversified exposure with Walmart as a top holding. Shares of Walmart Inc. (WMT) slipped 1.4% yesterday, following the company’s better-than-expected fourth-quarter fiscal 2026 results. Despite comfortably surpassing analysts’ estimates for earnings and revenues, the retail giant’s stock ...

Key Takeaways Sonic Automotive posted Q4 EPS of $1.52, up 1%, while revenues slipped 1% to $3.87 billion.SAH faces high leverage, weak interest coverage and rising floor plan costs in 2026.EchoPark EBITDA is projected to fall in FY26 due to higher marketing and expansion costs.Sonic Automotive (SAH) , one of the leading automotive retailers in the United States, posted fourth-quarter 2025 adjusted earnings per share of $1.52, which increased 1% year over year. Total revenues declined 1% year over year to $3 ...

Key Takeaways Oklo plans to own and run Aurora plants, monetizing power via long-term agreements.OKLO targets first commercial sales in late 2027 to early 2028 pending NRC approval.Isotope revenue may start in 2026, but cash burn of $65M-$80M guides near-term profile.Oklo Inc. (OKLO) is not trying to win by selling reactor blueprints. The company is building a utility-like model around small nuclear plants it expects to own and operate, with revenue tied to delivering energy to customers over time.That dist ...

Key Takeaways Insmed posted a wider Q4 loss of $1.54 per share as revenues jumped 153% to $263.8M.Brinsupri delivered $144.6M in Q4 sales; 2026 guidance calls for at least $1B.Arikayce sales rose 14% to $119.2M; R&D and SG&A expenses climbed sharply.Insmed (INSM) reported a fourth-quarter 2025 loss of $1.54 per share, wider than the Zacks Consensus Estimate of a loss of $1.07. In the year-ago quarter, the company had incurred a loss of $1.32.Quarterly revenues rose 153% year over year to over $263.8 million ...

Key Takeaways The Zacks Consensus Estimate pegs MELI's Q4 2025 revenues at $8.52 billion, suggesting 40.55% Y/Y growth.MercadoLibre faces elevated investment, shipping subsidies and fierce competition, pressuring margins.The Zacks Consensus Estimate for Q4 2025 EPS is pegged at $11.77, indicating 6.66% Y/Y decline.MercadoLibre (MELI) is slated to report fourth-quarter 2025 results on Feb. 24.The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $8.52 billion, suggesting year-over-year growth ...

Key Takeaways Etsy's Q4 revenues rose 3.46% to $881.6M, topping estimates on strong ad performance.Etsy's active buyers dipped 2% to 93.5M, while active sellers climbed 7.7%.Etsy expects Q1 2026 GMS of $2.38B$2.43B, implying 2%-4% growth.Etsy (ETSY) reported fourth-quarter 2025 earnings of 92 cents per share, which beat the Zacks Consensus Estimate by 4.55% but declined 10.68% year over year.Fourth-quarter 2025 revenues increased 3.46% year over year to $881.64 million. The figure also exceeded the Zacks Co ...

Key Takeaways LKQ Q4 EPS of 59 cents missed estimates and fell from 80 cents a year ago, despite a revenue beat.LKQ revenues dipped to $3.31B, with parts and services organic sales down 1.7% year over year.LKQ guides 2026 EPS of $2.90-$3.20 and sees organic revenues between down 0.5% and up 1.5%.LKQ Corporation (LKQ) delivered fourth-quarter 2025 adjusted earnings of 59 cents per share, which missed the Zacks Consensus Estimate of 65 cents and declined from 80 cents reported in the year-ago period. The afte ...