That will be a tall order for a country largely caught flat-footed by the boom. But let’s start with the basics: The three main building blocks of AI are talent, compute (including high-end chips and infrastructure), and data. India doesn’t lack engineers, but it currently doesn’t have foundational research training at scale or enough advanced processors at public labs and universities. What it does have, in abundance, is data. It should start treating this like a strategic asset rather than leaking it out ...

Core Viewpoint - Applied Optoelectronics reported a quarterly loss of $0.01 per share, outperforming the Zacks Consensus Estimate of a loss of $0.12, indicating a significant earnings surprise of +91.89% [1][2] Financial Performance - The company posted revenues of $134.27 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.05%, compared to revenues of $100.27 million a year ago [3] - Over the last four quarters, the company has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2][3] Stock Performance - Applied Optoelectronics shares have increased approximately 66.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.5% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $145.37 million, and for the current fiscal year, it is $0.55 on revenues of $761.96 million [8] - The trend of estimate revisions for the company was mixed ahead of the earnings release, which could change following the recent report [7] Industry Context - The Electronics - Semiconductors industry, to which Applied Optoelectronics belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

分组1 - Ambarella reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company achieved revenues of $100.87 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.56% and increasing from $84.01 million year-over-year [2] - Ambarella has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 0.8% since the beginning of the year compared to the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $96.16 million, and for the current fiscal year, it is $0.64 on revenues of $431.43 million [7] - The Electronics - Semiconductors industry, to which Ambarella belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

分组1 - Asure Software Inc (ASUR) reported quarterly earnings of $0.32 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.15 per share a year ago, resulting in an earnings surprise of +41.16% [1] - The company achieved revenues of $39.31 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.67%, and up from $30.79 million year-over-year [2] - Over the last four quarters, Asure Software has surpassed consensus EPS estimates two times and revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 21.2% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The current consensus EPS estimate for the coming quarter is $0.24 on revenues of $41.51 million, and for the current fiscal year, it is $0.84 on revenues of $159.62 million [7] - The Zacks Industry Rank for Internet - Delivery Services is in the top 14% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Viewpoint - Brink's reported quarterly earnings of $2.54 per share, exceeding the Zacks Consensus Estimate of $2.47 per share, and showing an increase from $2.12 per share a year ago, representing an earnings surprise of +2.83% [1] Financial Performance - The company achieved revenues of $1.38 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.04%, compared to $1.26 billion in the same quarter last year [2] - Over the last four quarters, Brink's has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Brink's shares have increased approximately 11% since the beginning of the year, while the S&P 500 has gained 1.5% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $1.67 on revenues of $1.32 billion, and for the current fiscal year, it is $9.00 on revenues of $5.45 billion [7] Industry Context - The Financial Transaction Services industry, to which Brink's belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8]

分组1 - The Baldwin Insurance Group reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, and showing an increase from $0.27 per share a year ago, resulting in an earnings surprise of +7.83% [1] - The company posted revenues of $347.28 million for the quarter ended December 2025, which was 1.99% below the Zacks Consensus Estimate, but an increase from $329.89 million year-over-year [2] - The stock has underperformed, losing about 29.5% since the beginning of the year, while the S&P 500 gained 1.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.69 on revenues of $548.56 million, and for the current fiscal year, it is $1.93 on revenues of $2.04 billion [7] - The Zacks Industry Rank for Insurance - Life Insurance is in the top 29% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The estimate revisions trend for The Baldwin Insurance Group was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

Core Viewpoint - Arcosa (ACA) reported quarterly earnings of $1.15 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and showing significant growth from $0.46 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +21.05%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Arcosa's revenues for the quarter reached $716.7 million, surpassing the Zacks Consensus Estimate by 0.38%, and up from $666.2 million year-over-year [3] Stock Performance - Arcosa shares have increased approximately 19.1% since the beginning of the year, compared to a 1.5% gain in the S&P 500 [4] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.51 for the upcoming quarter and $4.63 for the current fiscal year [8] - The Zacks Rank for Arcosa is currently 4 (Sell), indicating expected underperformance in the near future due to unfavorable estimate revisions prior to the earnings report [7] Industry Context - The Building Products - Miscellaneous industry, to which Arcosa belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, suggesting potential challenges ahead [9]

分组1 - CubeSmart reported quarterly funds from operations (FFO) of $0.64 per share, missing the Zacks Consensus Estimate of $0.66 per share, and down from $0.68 per share a year ago, representing an FFO surprise of -2.75% [1] - The company posted revenues of $282.69 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.79%, compared to year-ago revenues of $231.41 million [2] - CubeSmart shares have increased approximately 10.2% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.64 on revenues of $280.38 million, and for the current fiscal year, it is $2.61 on revenues of $1.15 billion [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 38% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for CubeSmart was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

Definitive Healthcare Corp. (DH) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.92%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced earnings of $0.07, delivering a surprise of +16.67%.Over the last four quarters, the company ha ...

DoubleVerify Holdings (DV) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.63%. A quarter ago, it was expected that this software platform for digital media measurement and analytics would post earnings of $0.09 per share when it actually produced earnings of $0.22, delivering a su ...