Core Insights - AT&T experienced higher sales in the fiscal fourth quarter, driven by revenue growth in its wireless and consumer segments [1] Group 1: Financial Performance - The increase in sales was primarily attributed to the performance of the wireless business [1] - Consumer business also contributed positively to the overall revenue growth [1]

Core Viewpoint - Nvidia (NASDAQ: NVDA) is considered one of the most attractive AI stocks, with analysts suggesting that there is still potential for growth despite recent gains [1][2]. Stock Performance - At the close of the last session, NVDA shares were valued at $188, reflecting a 1.1% increase for the day and a 46% rally over the past year [2]. Optimal Buying Points - Current stock price is not seen as an optimal entry point due to high valuation assumptions and limited short-term margin for error [3][4]. - The best buying opportunity is expected to occur after Nvidia reports earnings, as this reduces uncertainty and provides more reliable guidance [4]. Post-Earnings Strategy - A post-earnings decline of approximately 5% to 15% would be viewed as a high-probability entry point, with initial buying suggested in the $165 to $175 range [7]. - More aggressive accumulation could be justified if the stock price falls into the $150s due to broader market weakness [7]. Secondary Entry Points - A secondary buying opportunity may arise from a sharp pullback ahead of earnings, particularly if shares fall into the $170 to $180 range [8]. - In such cases, initiating only a partial position is recommended while holding back capital until earnings uncertainty is resolved [8]. Least Attractive Entry Points - The least attractive entry points include slow rallies into earnings, euphoric breakouts without new information, and periods of strong bullish sentiment, which historically lead to weaker future returns [9]. Investment Discipline - Emphasis is placed on maintaining discipline rather than rushing into investments, suggesting that only a small amount of capital should be deployed below $180, with most held in cash for post-earnings opportunities [10].

Company Updates - ASML Holding plans to cut approximately 1,700 jobs, primarily in technology and IT, representing about 4% of its workforce [5][6] - The job reductions will mainly occur in the Netherlands, with some in the U.S., affecting management and leadership roles [6] - ASML reported record Q4 bookings of €13.2 billion, significantly exceeding the average analyst estimate of €6.85 billion, and total net sales for 2025 reached €32.7 billion, a 16% increase from 2024 [7] - ASML anticipates total net sales for 2026 to be between €34 billion and €39 billion, higher than previous guidance [7] Industry Developments - C3.ai's stock rose by 16% following reports of a potential merger with Automation Anywhere, which would involve Automation Anywhere acquiring C3.ai and going public [8] - C3.ai has faced a nearly 62% decline in share price over the past year due to worsening financial performance and uncertainty regarding its strategy and leadership [8] - Amazon is shifting its grocery strategy by closing Amazon Fresh and Amazon Go stores to focus on expanding its Whole Foods Market brand, with plans to open over 100 new stores and enhance same-day delivery services by 2026 [10][11]

Core Insights - Nvidia's strategic partnership with Siemens aims to develop industrial and physical AI solutions, enhancing AI-driven innovation in industrial workflows [1] - Strong earnings reports from ASML and SK Hynix have positively impacted chip stocks, with Nvidia's shares also experiencing a rise [2][4] - China has approved major domestic tech companies to purchase Nvidia's H200 chips, marking a significant development in Nvidia's market position in China [3] Group 1: Nvidia's Market Position - The approval for ByteDance, Alibaba, and Tencent to buy Nvidia's H200 system is crucial for Nvidia's operations in China, a key market [3] - Earlier this year, the U.S. authorized H200 sales, but China had been encouraging its companies to seek domestic alternatives [3] Group 2: Industry Performance - The VanEck Semiconductor ETF increased by over 3% in premarket trading, reflecting positive sentiment in the semiconductor sector [2] - ASML reported strong fourth-quarter earnings with orders exceeding analyst expectations, and its 2026 sales forecast was also above estimates [2] - SK Hynix shares rose more than 5% after announcing record full-year profits for 2025 [2]

Group 1: Core Insights - The TIE initiative aims to promote practical innovation across the textile and ready-made garment sectors in Bangladesh by engaging various stakeholders including factories, buyers, brands, and policymakers [3][6] - Industry groups such as BGMEA, BKMEA, and BTMA have highlighted challenges such as increased compliance costs, energy disruptions, and heightened competition, emphasizing the need for innovation to maintain competitiveness [2][6] Group 2: Leadership and Structure - The TIE steering board is chaired by Ehsanul Karim Kaiser, with ASM Tareq Amin as member secretary, and includes several other members [1][4] - Operational divisions have been established with Dr Md. Hasib Uddin overseeing the Innovation and Expo Wings, Prof. Dr. Ayub Nabi Khan leading the Research Wing, and Saiful Islam Khan managing the Self-Readiness Index and Recognition Wing [4][5] Group 3: Initiatives and Goals - The Innovation Wing plans to train 50 factories and 500 mid-to-senior professionals to foster an innovation-focused culture through targeted training programs [5] - The Research Wing aims to connect academia and industry to tackle operational challenges using applied research and data-driven methods [5] - TIE will introduce the Self-Readiness Index & Recognition Wing to help factories assess their innovation readiness and compliance, while also recognizing successful outcomes [6] Group 4: Upcoming Events - The Textile Innovation Expo (TIEx) is scheduled for late 2026 to showcase advancements in factory innovation and facilitate connections between solution providers and manufacturers [6][7] - Concurrent expos focusing on dyeing and printing innovation, as well as fibre, yarn, and fabric innovation, are planned for the same period [7]

Core Insights - AT&T reported strong financial performance for Q4 and full-year 2025, meeting or exceeding all consolidated financial guidance, driven by growth in converged fiber and 5G customers [1][2][3] - The company returned over $12 billion to shareholders in 2025 and expects to return an additional $45 billion+ from 2026-2028 [1][2] - AT&T's customer-centric, investment-led strategy has resulted in increased profitability and high customer satisfaction, with 42% of AT&T Fiber households also choosing AT&T for wireless services [1][3] Fourth-Quarter Results - Free cash flow was $4.2 billion, up from $4.0 billion in the previous year [2][3] - Revenues reached $33.5 billion, a 3.6% increase year-over-year, driven by higher mobility and consumer wireline revenues [3][4] - Net income was $4.2 billion, with adjusted EBITDA of $11.2 billion, compared to $10.8 billion in the year-ago quarter [2][3] Full-Year Results - Free cash flow for the full year was $16.6 billion, compared to $15.3 billion in 2024 [2][3] - Total revenues for 2025 were $125.6 billion, up 2.7% from $122.3 billion in 2024 [3][4] - Net income attributable to common stock was $21.9 billion, significantly up from $10.7 billion in the previous year [3][4] Segment Performance - Consumer Wireline fiber revenues increased by 13.6% year-over-year, contributing to strong broadband growth [3][4] - Mobility service revenues grew by 2.4% year-over-year, with 421,000 postpaid phone net adds [2][3] - Business Wireline revenues declined by 7.5% due to pressures on legacy services, partially offset by growth in fiber and advanced connectivity services [4][5] Long-Term Outlook - AT&T anticipates improved growth in adjusted EBITDA and adjusted EPS through 2028, with adjusted EPS expected to be between $2.25 and $2.35 in 2026 [2][3] - The company expects free cash flow to exceed $18 billion in 2026, $19 billion in 2027, and $21 billion in 2028 [2][3] - AT&T plans to maintain its annualized common stock dividend of $1.11 per share while executing share repurchases totaling approximately $8 billion during 2026 [2][3] Capital Allocation - The company expects to return over $45 billion to shareholders through dividends and share repurchases from 2026 to 2028 [1][2] - AT&T's net debt-to-adjusted EBITDA ratio is projected to increase to approximately 3.2x following acquisitions and decline to around 3x by the end of 2026 [2][3] - The company aims to reduce net leverage to its target range of 2.5x within three years following the closing of its acquisitions [2][3]

Core Viewpoint - eGain, a provider of AI-powered knowledge management and customer experience solutions, will host virtual one-on-one meetings with institutional investors at the Oppenheimer 8th Annual Emerging Growth Conference on February 4, 2026 [1]. Company Overview - eGain has over 25 years of expertise in AI-powered knowledge management and customer experience automation solutions [3]. - The company helps enterprises integrate siloed content, automate trusted knowledge workflows, and deliver measurable AI-ROI through proven frameworks and methods [3]. - Global 2000 companies across various industries rely on eGain's solutions to transform customer service, reduce costs, and achieve successful AI implementations at scale [3].

Core Viewpoint - Prosperity Bancshares, Inc. has announced a definitive merger agreement to acquire Stellar Bancorp, Inc., which will create the second largest bank by deposits headquartered in Texas, enhancing their market presence and operational scale [1][5][7]. Company Overview - Prosperity Bancshares, Inc. is a regional financial holding company based in Houston, Texas, with total assets of $38.463 billion as of December 31, 2025, providing a range of banking services across Texas and Oklahoma [11]. - Stellar Bancorp, Inc. operates Stellar Bank, which has total assets of $10.807 billion, total loans of $7.301 billion, and total deposits of $9.021 billion as of December 31, 2025 [1][13]. Merger Details - Under the merger agreement, Prosperity will issue 0.3803 shares of its common stock and $11.36 in cash for each outstanding share of Stellar common stock, valuing the total consideration at approximately $2.002 billion based on Prosperity's closing price of $72.90 on January 27, 2026 [2]. - The merger has been unanimously approved by the Boards of Directors of both companies and is expected to close in the second quarter of 2026, pending regulatory approvals and shareholder consent [7]. Leadership Changes - Following the merger, Robert R. Franklin, Jr. will join Prosperity Bank as Vice Chairman, and Ramon Vitulli will become Houston Area Chairman, with additional Stellar management retaining leadership roles in the combined organization [3][4]. Strategic Rationale - The merger is expected to create a stronger banking franchise in Texas, enhancing the ability to serve customers with greater scale and expanded capabilities, while also maintaining a commitment to community banking [5][6].

Core Insights - Bio-Techne Corporation has launched Simple Plex Ultra-Sensitive Assays on the Ella automated benchtop platform, enhancing capabilities for neurodegenerative disease research [1][4]. Group 1: Product Launch and Features - The new assays provide step-change improvements in analytical sensitivity and reliable quantification of biomarkers such as NFL, GFAP, pTau 217, and Amyloid (aa1-42) [2][4]. - The Ella platform allows for femtogram-level detection, enabling precise quantification of low-abundance biomarkers that are often undetectable by conventional methods [4][5]. - The automated workflow of Ella reduces manual steps and variability, achieving an overall runtime of under three hours for assay results [4][7]. Group 2: Research Impact and Adoption - The assays facilitate the detection of subtle biological changes, accelerating insights into disease onset, progression, and treatment response [3][4]. - Ella has been cited in over 200 peer-reviewed publications focused on neurology, demonstrating its widespread adoption in translational and clinical research [3][5]. - Bio-Techne's immunoassay leadership is strengthened by combining ultrasensitive assays with automated instrumentation, improving reproducibility and data quality [5]. Group 3: Company Overview - Bio-Techne generated over $1.2 billion in net sales in fiscal 2025 and employs approximately 3,100 people globally [6]. - The company provides innovative tools and bioactive reagents for research and clinical diagnostics, with a broad portfolio that drives breakthroughs in neuroscience research and precision medicine [6][5].

Core Viewpoint - Valens Semiconductor is implementing an operational efficiency plan that includes a 10% workforce reduction to focus on high-growth business areas while maintaining financial stability [1][2][3] Group 1: Operational Changes - The company plans to reduce approximately 10% of its workforce across various departments, which is expected to save around $5 million annually in operating expenses [2] - The efficiency plan is anticipated to be completed by the second quarter of 2026 [2] Group 2: Management Statements - CEO Yoram Salinger stated that despite revenue growth momentum, the efficiency plan is necessary to optimize the cost structure and concentrate resources on core business segments with significant growth opportunities [3] - The company is committed to providing support and assistance to all impacted employees during this transition [3] Group 3: Financial Reporting - Valens Semiconductor will release its fourth quarter and full year 2025 financial results on February 25, 2026, before the market opens [4] - A conference call will be hosted by the CEO and CFO to discuss the financial results and business outlook [4] Group 4: Company Overview - Valens Semiconductor is a leader in high-performance connectivity, enabling digital experiences globally through its chipsets integrated into various devices [7] - The company's technology supports industry standards such as HDBaseT® and MIPI A-PHY, contributing to advancements in audio-video installations and autonomous driving [7]