Core Insights - Strategy (MSTR) closed at $158.24, down 1.33% from the previous day, underperforming the S&P 500's gain of 0.79% [1] - Over the past month, shares of Strategy have decreased by 14.01%, contrasting with the Finance sector's gain of 4.09% and the S&P 500's gain of 0.87% [1] Earnings Expectations - The upcoming earnings disclosure is anticipated to show an EPS of $46.02, representing a significant increase of 1538.13% year-over-year [2] - Revenue is expected to be $119.6 million, reflecting a slight decline of 0.91% from the prior-year quarter [2] Annual Forecast - For the entire year, earnings are projected at $78.04 per share and revenue at $473.1 million, indicating increases of 1261.31% and 2.08% respectively compared to the previous year [3] - Recent adjustments to analyst estimates suggest a positive outlook for the business and profitability [3] Valuation Metrics - Strategy is currently trading at a Forward P/E ratio of 2.06, significantly lower than the industry average of 12.24, indicating a potential discount [6] - The Financial - Miscellaneous Services industry, part of the Finance sector, holds a Zacks Industry Rank of 78, placing it in the top 32% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with 1 stocks averaging a 25% annual return since 1988 [5] - Strategy currently holds a Zacks Rank of 3 (Hold), with no changes in the EPS estimate over the last 30 days [5]

Core Points - TikTok has signed a deal to sell its U.S. operations to an American-led investor group, ending a prolonged political and legal battle regarding national security concerns [1][5] - The transaction is set to close on January 22, 2026, with Oracle, Silver Lake, and Abu Dhabi-based MGX collectively owning 45% of TikTok's U.S. operations [2] - ByteDance, TikTok's parent company, will retain less than 20% ownership, while existing shareholders and global firms will account for the remainder, with ByteDance investors holding a 35% stake [8] Regulatory Context - The deal follows the enactment of the Protecting Americans from Foreign Adversary Controlled Applications Act (PAFACA), which mandates that apps like TikTok must be divested from foreign adversarial control to operate in the U.S. [11][12] - The law took effect on January 19, 2025, after surviving a Supreme Court challenge, allowing a 90-day extension for compliance [12] Historical Background - Initially, ByteDance resisted selling TikTok, and President Trump issued multiple extensions delaying the enforcement of the law [13][14] - Trump's administration played a significant role in facilitating the deal, emphasizing the need for cooperation with China for a successful transaction [8]

FedEx CEO Raj Subramaniam reviewed the shipping company's quarter in a Thursday interview with CNBC's Jim Cramer, emphasizing strength in business-to-business transactions."FedEx is the heartbeat of the industrial economy — that's the global network that we have put in place," Subramaniam said. "Our focus is always on differentiation and providing new value for our customers.""So we are winning in key verticals," he continued, "Whether it's healthcare, whether it's aerospace, whether it's defense, and now t ...

Core Insights - Barton Gold Holdings Limited has initiated a high-resolution airborne gravity survey around its Challenger Gold Project in South Australia, aiming to identify high-grade quartz vein lodes [1] - The survey targets gravity anomalies that may indicate geological structures similar to those found in the Challenger's high-grade gold lodes [1] - This initiative is part of the company's research and development efforts to explore historically under-explored areas and develop new geological models [1]

The U.S. launch of spot exchange-traded funds (ETFs) linked to the two leading cryptocurrencies, Bitcoin (BTC) and Ethereum (ETH), in 2024 marked a watershed moment in the short history of digital assets. An asset, once ignored and derided by the traditional finance industry, found support among the leading Wall Street giants like BlackRock (NYSE: BLK) and Franklin Templeton (NYSE: BEN). Related: Wall Street firm files new Bitcoin ETF that trades only after dark The retail traders gave a terrific recepti ...

H.B. Fuller (NYSE:FUL) manufactures adhesives and sealants globally. ...

Company Performance - ASML closed at $1,036.31, reflecting a +2.06% increase from the previous day, outperforming the S&P 500's daily gain of 0.79% [1] - Over the past month, ASML shares have decreased by 2.3%, while the Computer and Technology sector has lost 0.85% and the S&P 500 has gained 0.87% [1] Earnings Forecast - ASML is expected to report an EPS of $8.84, indicating a 21.1% growth compared to the same quarter last year [2] - Revenue is forecasted to be $11.06 billion, representing an 11.9% increase compared to the corresponding quarter of the previous year [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $29.01 per share and revenue of $37.64 billion, reflecting year-over-year changes of +39.34% and +23.21%, respectively [3] - Recent changes to analyst estimates for ASML may indicate shifting business dynamics, with positive revisions suggesting a favorable business outlook [3] Valuation Metrics - ASML has a Forward P/E ratio of 35, which is a premium compared to its industry's Forward P/E of 33.91 [6] - The company has a PEG ratio of 1.58, while the Semiconductor Equipment - Wafer Fabrication industry has an average PEG ratio of 1.28 [6] Industry Context - The Semiconductor Equipment - Wafer Fabrication industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 6, placing it in the top 3% of over 250 industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - Verizon Communications closed at $40.41, reflecting a -1.15% change from the previous day, underperforming the S&P 500's gain of 0.79% [1] - Prior to the latest trading session, Verizon shares had decreased by 0.75%, which was less than the Computer and Technology sector's loss of 0.85% [1] Upcoming Earnings - The upcoming earnings release is expected to show an EPS of $1.06, a decrease of 3.64% compared to the same quarter last year [2] - Revenue is forecasted to be $35.92 billion, indicating a growth of 0.66% year-over-year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $4.69 per share and revenue at $137.87 billion, representing increases of +2.18% and +2.29% respectively from the prior year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts are important as they reflect short-term business trends, with upward revisions indicating positive sentiment towards the company's operations [4] Zacks Rank and Valuation - Verizon currently holds a Zacks Rank of 3 (Hold), with a recent downward shift of 0.13% in the EPS estimate over the past month [6] - The Forward P/E ratio for Verizon is 8.72, which is below the industry average of 18.33, and the PEG ratio stands at 3.65 compared to the industry average of 1.43 [7] Industry Context - The Wireless National industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 44, placing it in the top 18% of over 250 industries [8]

Company Performance - ServiceNow (NOW) closed at $153.38, reflecting a significant drop of -80.4% from the previous day, underperforming the S&P 500's daily gain of 0.79% [1] - The stock has decreased by 4.17% over the past month, contrasting with the Computer and Technology sector's loss of 0.85% and the S&P 500's gain of 0.87% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $4.35, representing an 18.53% increase year-over-year [2] - Revenue is projected at $3.52 billion, which is a 19.19% rise compared to the same quarter last year [2] Full Year Projections - For the full year, analysts anticipate earnings of $17.31 per share and revenue of $13.23 billion, indicating increases of +24.35% and +20.49% respectively from the previous year [3] - Recent changes to analyst estimates are crucial as they reflect the evolving business trends, with positive revisions indicating a favorable business outlook [3] Valuation Metrics - ServiceNow has a Forward P/E ratio of 45.21, which is significantly higher than the industry average Forward P/E of 15.91 [5] - The company also has a PEG ratio of 1.85, aligning with the industry average, indicating a balance between price and expected earnings growth [6] Industry Context - The Computers - IT Services industry, which includes ServiceNow, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [6] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1, suggesting a favorable environment for companies within this sector [7]

TikTok’s Chinese owner, ByteDance, signed binding agreements with three major investors to sell just over 80% of the company’s US assets to American and global investors to avoid a US government ban, TikTok CEO Shou Zi Chew told employees on Thursday.The deal is a major step toward resolving years of uncertainty about the short video app’s future in the US since August 2020, when then President Trump first tried unsuccessfully to ban the app that is now used regularly by more than 170 million Americans.The ...