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TSMC Expands AI Chip Production to Japan
247Wallst· 2026-02-05 13:25
Taiwan Semiconductor Manufacturing Company ( NYSE:TSM ) is expanding production of advanced AI semiconductors to Japan, marking a significant geographic diversification for the world's leading chipmaker. ...
Alliance Resource Partners: Record Royalties Drive Profit Surge – Quarterly Update Report
Yahoo Finance· 2026-02-05 13:25
Download the Complete Report Here By Brandon Hornback Alliance Resource Partners, L.P. (Nasdaq: ARLP) published solid fourth quarter results, with a surge in EBITDA and strong outlook for 2026. The diversified-energy company’s EBITDA came in at $191.1 million in the fourth quarter, up 54.1% from the prior year. That translated to a healthy $93.8 million in free cash flow after adjusting for Capex. Average coal sale prices decreased year over year 4% as higher-priced legacy contracts keep rolling off. Ad ...
Better-Than-Expected Results Lifted Coherent (COHR) in Q4
Yahoo Finance· 2026-02-05 13:23
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fidelity Growth Strategy is a diversified equity strategy aimed at domestic midcap growth stocks. The approach focuses on identifying quality companies that deliver steady above-average growth and can outperform over time. The Fund (Retail Class shares) returned -3.44% in the quarter compared to the benchmark Ru ...
Boston Scientific’s shares tumble 18% despite strong FY25 growth
Yahoo Finance· 2026-02-05 13:23
Core Insights - Boston Scientific reported revenue of $20 billion for fiscal year 2025, with Q4 2025 revenue reaching $5.2 billion, a 15.9% increase compared to Q4 2024 [1][3] - Despite strong growth, the company's shares fell 11% at market open on February 4, 2026, and further declined by 7.2% by market close on the same day [2] Financial Performance - In Q4 2025, the cardiovascular portfolio generated $3.4 billion in revenue, marking an 18.2% increase from Q4 2024 [3] - For FY25, the cardiovascular segment contributed $13.3 billion, reflecting a growth margin of 23.2% compared to $10.8 billion in FY24 [3] Segment Analysis - The electrophysiology (EP) segment, including the Farapulse system, reported Q4 revenues of $890 million, a year-over-year growth of 37.1%, but flat compared to Q3 2025's $865 million [5] - The Watchman franchise achieved Q4 sales of $535 million, a 29.4% increase from Q4 2024, but only a slight rise from $512 million in Q3 2025 [6] Market Outlook - Boston expects growth in 2026 to be in the range of 10.5% to 11.5%, with earnings projected between $3.43 and $3.49 per share [6] - The company anticipates a 15% growth in the EP market for 2026 [6] Analyst Insights - Analysts expressed concerns regarding flat sales in the EP and Watchman segments, which are critical growth drivers for the company [7] - CEO Mike Mahoney indicated that the market growth in Q4 was likely closer to 18% to 20%, rather than the 25% claimed by other companies [8]
Software stocks struggle, Google's AI spending, layoffs surge and more in Morning Squawk
CNBC· 2026-02-05 13:23
This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Thursday. Taco Bell's parent company reported strong same-store sales growth for the chain yesterday, which makes me wonder how much my Crunchwrap Supreme orders contributed.Stock futures are falling this morning. The S&P 500 saw another losing session yesterday.Here are five key things investors need to know to start the trading day:1. Hard resetPiotr Swat | SOPA Images | Lightrocket | Getty Images2. Spe ...
Chevron names new heads of strategy, trading, business development
Reuters· 2026-02-05 13:22
Chevron Corp on Thursday outlined senior leadership changes that will take effect in 2026, with several long-serving executives retiring and internal candidates stepping into key roles across strategy... ...
How To Earn $500 A Month From Philip Morris Stock Ahead Of Q4 Earnings
Benzinga· 2026-02-05 13:22
Philip Morris International Inc. (NYSE:PM) will release earnings for its fourth quarter before the opening bell on Friday, Feb. 6.Analysts expect the company to report quarterly earnings of $1.70 per share, compared to $1.55 per share in the year-ago period. The consensus estimate for Philip Morris' quarterly revenue is $10.4 billion (it reported $9.71 billion last year), according to Benzinga Pro.On Jan. 23, Philip Morris urged a key U.S. regulator to back a modified-risk label for its ZYN nicotine pouches ...
The Week Ahead: Inflation Data Hits Amid Earnings Season
Schaeffers Investment Research· 2026-02-05 13:21
Group 1 - The consumer price index (CPI) reading is anticipated next week, which will be a focal point for investors alongside other economic indicators [1] - Earnings reports are expected from several major companies including Anheuser-Busch Inbev, Applied Materials, Airbnb, Coca-Cola, and Ford Motor among others [1] Group 2 - The National Federation of Independent Business (NFIB) optimism index and employment cost index will be released on February 10, along with delayed import price index and retail sales data for December [3] - CPI and core CPI for January will be published on February 11, along with a monthly federal budget update [3] Group 3 - Weekly jobless claims and existing home sales data are scheduled for release on February 12 [4]
Why Alphabet Investors Own A Secret $100B SpaceX Stake
Benzinga· 2026-02-05 13:21
Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) didn’t build a rocket, but it bought the right one. In 2015, Google’s parent company wrote a $900 million check to Elon Musk's then-risky SpaceX at a $12 billion valuation. It looked like a side bet. Eleven years later, it may be the greatest trade in its history — worth close to $100 billion — without launching a single satellite.From Moonshot To Money ShotThat quiet stake has ballooned after Musk proposed a merger between SpaceX and xAI, which would create a combi ...
XRP Traders More ‘Optimistic’ As Sentiment Collapses For Bitcoin And Ethereum, Says Analytics
Yahoo Finance· 2026-02-05 13:20
Group 1 - Traders are showing stronger optimism toward XRP as sentiment around Bitcoin and Ethereum deteriorates sharply, with Bitcoin hitting multi-month lows amid a technical breakdown and lack of government backstop for the asset class [1][3] - Sentiment across the crypto market has turned decisively negative over the past week, particularly affecting Bitcoin and Ethereum, while XRP has avoided the same level of negative positioning [3] - Extreme fear among retail traders can sometimes precede short-term price rebounds, suggesting a potential for a short-term relief rally if disbelief in cryptocurrency persists among small traders [4] Group 2 - Recent revelations in the Epstein Files indicate early industry opposition to Ripple, reinforcing XRP's position as a competitor to Bitcoin-focused infrastructure projects [5] - The correspondence from 2014 suggests that resistance to non-Bitcoin blockchain models may have been more widespread, indicating a larger issue within the crypto ecosystem [6] - XRP supporters argue that the documents validate Ripple's long-term relevance, although analysts caution that they provide historical context rather than new fundamental developments [7]