Strength Seen in Kyndryl Holdings, Inc. (KD): Can Its 5.3% Jump Turn into More Strength?
ZACKS· 2026-02-05 22:45
Kyndryl Holdings, Inc. (KD) shares rallied 5.3% in the last trading session to close at $23.38. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 16.9% loss over the past four weeks.The stock is benefiting from improving investor sentiment around its turnaround progress, renewed buying interest ahead of earnings, and broader optimism toward IT infrastructure and services names.This company is expected to post q ...
Amazon’s Q4: This Drop Is A Gift For Shareholders (Upgrade) (NASDAQ:AMZN)
Seeking Alpha· 2026-02-05 22:45
I have been wanting to increase my position in Amazon.com, Inc. ( AMZN ) for a while now. I already thought the company was cheap when shares were around $220, but not cheap enough to see a largeEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/w ...
Golub Capital BDC outlines 2026 dividend reset and anticipates ongoing industry headwinds (NASDAQ:GBDC)
Seeking Alpha· 2026-02-05 22:45
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Amazon's Q4: This Drop Is A Gift For Shareholders (Upgrade)
Seeking Alpha· 2026-02-05 22:45
I have been wanting to increase my position in Amazon.com, Inc. ( AMZN ) for a while now. I already thought the company was cheap when shares were around $220, but not cheap enough to see a largeEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/w ...
TPG Posts Record Fundraising and Investment Volumes in 2025
WSJ· 2026-02-05 22:45
The private markets firm's chief executive said he sees opportunity in market turmoil. ...
BARK, Inc. (BARK) Q3 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-05 22:44
PresentationI would now like to turn the conference over to Mike Mougias, Vice President of Investor Relations and FP&A. You may begin.Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the BARK Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions]Michael MougiasVice President of Investor Relations Good afternoon, everyone, and welcome to BARK's Third Quarter Fiscal Year 20 ...
NewLake Capital Partners, Inc. (NLCP) Discusses Sale Leaseback Model and Macroeconomic Factors in Cannabis Real Estate Transcript
Seeking Alpha· 2026-02-05 22:44
PresentationPablo ZuanicZuanic & Associates Doing fine, doing fine. Look, I mean, we're all waiting for that well. We were waiting for January 31, right? But now we're waiting, I guess, for February 15, from February 28 but we'll get to that. The focus of the call for the audience, it's about sale-leaseback about the NewLake Capital Partners business, what the stock can offer in the current macro context. And of course, we're also touch on macro things like rescheduling. Anthony, a brief introduction about ...
Amazon and Google are winning the AI capex race — but what's the prize?
TechCrunch· 2026-02-05 22:43
Core Insights - The AI industry is heavily investing in data centers, with the belief that the company with the most compute power will dominate the market in the future [1][6] Company Projections - Amazon projects $200 billion in capital expenditures through 2026, a significant increase from $131.8 billion in 2025, with investments in AI, chips, robotics, and satellites [3] - Google anticipates capital expenditures between $175 billion and $185 billion for 2026, up from $91.4 billion the previous year, indicating a substantial increase in fixed asset spending [4] - Meta forecasts $115 to $135 billion in capex for 2026, while Oracle projects $50 billion, and Microsoft’s recent quarterly figure suggests a potential $150 billion if trends continue [5] Investor Sentiment - Despite the high capital expenditures, investor confidence is wavering, with stock prices of these companies dropping as they commit hundreds of billions to AI [6][10] - The pressure is not only on companies like Meta, which are still developing their AI strategies, but also on established players like Microsoft and Amazon, as the overall spending levels are causing investor discomfort [7] Industry Dynamics - The tech industry views high-end compute as a critical resource for future survival, leading to aggressive spending strategies among major companies [6] - There is a growing concern that big tech firms will need to manage perceptions of their AI investments to maintain investor confidence, despite the belief in AI's transformative potential [10]
Medtronic owes $382 million to medical device rival in antitrust lawsuit, US jury says
Reuters· 2026-02-05 22:43
Medical technology company Medtronic owes rival device manufacturer Applied Medical Resources $382 million in damages for unlawfully monopolizing the market for blood-vessel sealing surgical devices, ... ...
MGM China Reports 2025 Annual Results
Prnewswire· 2026-02-05 22:42
Revenue, Adjusted EBITDA and Marketshare Continued to Grow to All-Time High HONG KONG, Feb. 5, 2026 /PRNewswire/ -- MGM China Holdings Limited ("MGM China" or the "Company"; SEHK Stock Code: 2282) today announced the selected unaudited financial data of the Company and its subsidiaries (the "Group") for the 12 months ended December 31, 2025 (the "Year"). The Group is pleased to see Macau continuing to grow in 2025. The city welcomed a record visitation of approximately 40 million in 2025, up from 34.9 milli ...