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AMD: Record Quarter, But Stock Plummets - A Strong Buy Opportunity?
Seeking Alpha· 2026-02-04 00:39
Core Insights - A stock that has exceeded both revenue and earnings estimates has experienced an illogical 8% drop in aftermarket trading, highlighting market irrationality [1] Group 1: Company Performance - The company has shattered top line revenue and bottom line earnings estimates, indicating strong financial performance [1] Group 2: Market Reaction - Despite the positive earnings report, the stock faced an 8% decline in aftermarket trading, suggesting a disconnect between performance and market perception [1]
Alamos Gold Announces Island Gold District Expansion to 20,000 TPD, Creating One of Canada's Largest and Lowest Cost Gold Mines with Attractive Economics, including 69% After-Tax IRR and $12.2 Billion NPV at $4,500/oz Gold
Globenewswire· 2026-02-04 00:38
All amounts are in United States dollars, unless otherwise stated TORONTO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Alamos Gold Inc. (TSX:AGI; NYSE:AGI) (“Alamos” or the “Company”) today reported results of the Expansion Study (“IGD Expansion”) completed on the Island Gold District operation, located in Ontario, Canada. Compared to the Base Case Life of Mine Plan (“Base Case LOM”) released in June 2025, the IGD Expansion incorporates a 30% increase in Mineral Reserves, and an expansion of the Magino mill to 20,000 ...
KKR, Singtel consortium to pay $5.2 billion to take full control of STT GDC
Reuters· 2026-02-04 00:38
A KKR and Singapore Telecommunications consortium will pay S$6.6 billion ($5.2 billion) in cash to buy the remaining 82% stake in ST Telemedia Global Data Centres (STT GDC), valuing the Singapore-base... ...
Netflix co-CEO grilled by senators as Warner Bros. deal sparks monopoly concerns: ‘One platform to rule them all'
New York Post· 2026-02-04 00:31
Core Viewpoint - The proposed $82.7 billion acquisition of Warner Bros. Discovery by Netflix raises significant concerns regarding competition in the entertainment industry, as highlighted during a Senate hearing where lawmakers questioned the potential impact on consumers, workers, and competitors [1][2][8]. Group 1: Concerns Over Competition - Senator Mike Lee expressed that the acquisition could reduce competition among streaming platforms and lead to fewer job opportunities for writers, actors, and other entertainment workers [2][8]. - The deal may allow Netflix to control access to Warner Bros' blockbuster content, potentially diverting movies away from theaters and limiting rivals' access [2][4]. - Lawmakers from both major political parties have voiced apprehensions that the acquisition will diminish competition in the streaming market [8][12]. Group 2: Regulatory Scrutiny - The Department of Justice is currently reviewing the transaction, alongside a competing bid from Paramount Skydance, which is seen as having a potentially easier regulatory path [4][5]. - Paramount has made multiple offers for Warner Bros, which have been rejected, leading to concerns about the financial implications for Paramount if they pursue the acquisition further [5]. Group 3: Market Dynamics - Netflix's co-CEO Ted Sarandos defended the acquisition, emphasizing the competitive landscape where platforms like YouTube dominate viewing time on US televisions [11]. - Sarandos noted that the competition for viewership is a "zero-sum game," indicating that increased viewership on one platform directly impacts others [13].
Suncor Energy (SU) Tops Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-04 00:30
分组1 - Suncor Energy reported quarterly earnings of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.77 per share, but down from $0.89 per share a year ago, representing an earnings surprise of +3.04% [1] - The company achieved revenues of $8.82 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.02%, although this is a decrease from year-ago revenues of $8.94 billion [2] - Suncor Energy has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has increased approximately 18.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.61 on revenues of $7.82 billion, and for the current fiscal year, it is $2.73 on revenues of $32.28 billion [7] 分组3 - The Zacks Industry Rank for Oil and Gas - Integrated - Canadian is currently in the bottom 6% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Suncor Energy was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]
Compared to Estimates, Corteva, Inc. (CTVA) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-02-04 00:30
Core Insights - Corteva, Inc. reported revenue of $3.91 billion for the quarter ended December 2025, reflecting a 1.7% decline year-over-year and a surprise of -7.49% compared to the Zacks Consensus Estimate of $4.23 billion [1] - The company's EPS was $0.22, down from $0.32 in the same quarter last year, with a positive surprise of +3.14% over the consensus estimate of $0.21 [1] Revenue Performance - Crop Protection revenue was $2.17 billion, below the average estimate of $2.41 billion, marking a year-over-year decrease of -1.5% [4] - Seed revenue totaled $1.74 billion, also below the average estimate of $1.82 billion, with a year-over-year decline of -2% [4] - Revenue from Seed-Other oilseeds was $94 million, exceeding the estimate of $89.86 million, representing an increase of +8.1% year-over-year [4] - Crop Protection revenue from Biologicals was $191 million, slightly above the estimate of $186.79 million [4] - Herbicides revenue was $1.06 billion, below the estimate of $1.14 billion, but showed a year-over-year increase of +3% [4] - Insecticides revenue was $488 million, below the estimate of $557.11 million, reflecting a year-over-year change of -0.4% [4] - Fungicides revenue was $272 million, significantly below the estimate of $357.43 million, with a year-over-year decline of -15% [4] - Other Crop Protection revenue was $160 million, below the estimate of $213.87 million, representing a year-over-year decrease of -18.4% [4] - Seed revenue from Soybean was $164 million, exceeding the estimate of $155.13 million, with a year-over-year increase of +6.5% [4] - Seed revenue from Corn was $1.39 billion, slightly below the estimate of $1.41 billion, reflecting a -1.8% change year-over-year [4] - Seed revenue from Other was $93 million, significantly below the estimate of $138.89 million, with a year-over-year decline of -22.5% [4] - Operating EBITDA for Seed was $124 million, above the average estimate of $103.5 million [4] Stock Performance - Corteva, Inc. shares have returned +7.9% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
Clorox (CLX) Reports Q2 Earnings: What Key Metrics Have to Say
ZACKS· 2026-02-04 00:30
Clorox (CLX) reported $1.67 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 0.8%. EPS of $1.39 for the same period compares to $1.55 a year ago.The reported revenue represents a surprise of +2.6% over the Zacks Consensus Estimate of $1.63 billion. With the consensus EPS estimate being $1.43, the EPS surprise was -2.61%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...
Compared to Estimates, Mondelez (MDLZ) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-02-04 00:30
Mondelez (MDLZ) reported $10.5 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.3%. EPS of $0.72 for the same period compares to $0.65 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $10.3 billion, representing a surprise of +1.86%. The company delivered an EPS surprise of +3.14%, with the consensus EPS estimate being $0.70.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...
Tallwire Launches into Early Access, Introducing a Reader-Focused Technology News Platform
TMX Newsfile· 2026-02-04 00:30
Houston, Texas--(Newsfile Corp. - February 3, 2026) - Tallwire has announced the early access launch of its technology news platform, marking a new phase for the company as it introduces a streamlined way for readers to stay informed on developments across artificial intelligence, cybersecurity, and other emerging technology sectors. The early access release allows readers to explore the platform while contributing feedback as Tallwire continues to refine its publishing approach. The launch comes as tec ...
Industry hails Budget’s targeted carve-out for inbound global talent
The Economic Times· 2026-02-04 00:30
The budget proposed a five-year exemption on foreign-sourced income for non-resident individuals offering services in India under notified government schemes, allaying fears of double taxation.Experts and industry watchers said this is likely to materially improve India’s ability to attract and retain foreign specialists for longer durations, especially in these sunrise sectors which rely heavily on embedded global experts.“We view it as a big positive because we have been hiring a number of expats,” an exe ...