Group 1: Disney CEO Succession - The Disney board is expected to vote on the next CEO soon, with candidates narrowed down to Dana Walden and Josh D'Amaro, with D'Amaro being the likely choice [3][4][7] - Josh D'Amaro has been with Disney since 1998 and currently oversees Disney's global theme parks and experiences, which have become the primary profit driver for the company [5][6] - Under D'Amaro's leadership, Disney Experiences has accounted for a majority of Disney's operating income, surpassing media and streaming segments [6][11] Group 2: Disney's Financial Performance - Disney shares are under pressure despite beating earnings estimates, as the outlook for growth is perceived as tepid [8][10] - The company's operating income decreased by 9% and adjusted EPS fell by 7%, indicating challenges during the transition from traditional media to direct-to-consumer models [10][11] - Analysts express surprise at the stock's decline despite the company meeting earnings expectations, suggesting that the market is still cautious about future growth [9][10] Group 3: Metals Market Volatility - Precious metals, including gold and silver, are experiencing volatility, with prices recovering slightly but remaining below recent highs [23][24] - The market is influenced by factors such as increased speculation, technological trading advancements, and macroeconomic conditions, including the nomination of Kevin Worsh as Fed chair [26][27] - Central banks are significantly increasing their gold purchases, with geopolitical risks driving demand for gold as a store of value [30][32] Group 4: AI and Cloud Revenue Growth - Major tech companies are expected to report earnings soon, with a focus on cloud revenue growth, which has been under pressure despite significant investments [89][90] - There is uncertainty regarding the relationship between AI advancements and cloud revenue growth, with concerns about whether investments will yield sufficient returns [92][93] - Alphabet is seen as a potential dark horse in the AI space, with opportunities to capture new workloads, while AMD is under scrutiny to maintain its competitive position against Nvidia [97][100]

Even though SoFi Technologies, Inc. ( SOFI ) reported great recent Q4 earnings numbers with accelerating growth and improving margins, the stock has sold off significantly and its down 18% since myHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: ...

Deep-pocketed investors have adopted a bullish approach towards SoFi Technologies (NASDAQ:SOFI), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in SOFI usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 13 extraordinary options activities for ...

NEW YORK--(BUSINESS WIRE)--BlackRock, Inc. (NYSE:BLK) today announced that Martin S. Small, Chief Financial Officer, is scheduled to speak at the 2026 Bank of America Securities Financial Services Conference on February 10th, 2026, beginning at approximately 11:20 a.m. ET. A live webcast will be accessible via the "Investor Relations†section of BlackRock's website, www.blackrock.com. A replay of the webcast will be available within 24 hours of the presentation and will remain accessible throug. ...

Core Insights - Bread Financial Holdings, Inc. (BFH) reported a fourth-quarter operating income of $2.07 per share, significantly exceeding the Zacks Consensus Estimate by 417.5% and showing a year-over-year increase of 406% [1] - Revenues rose 5.3% year over year to $975 million, surpassing the consensus estimate by 3.62% [1] - The strong performance was attributed to pricing changes, although it was partially offset by lower billed late fees and higher retailer share arrangements [1] Financial Performance - Credit sales reached $8.1 billion, marking a 2% year-over-year increase, driven by new partner growth and increased general-purpose spending [2] - Average loans decreased by 1% to $18 billion, while end-of-period loans declined by 0.5% to $18.8 billion due to higher payment rates and elevated gross losses [2] - Total interest income increased by 2% to $1.2 billion, beating the Zacks Consensus Estimate by 1.9% but missing the internal model estimate by 0.4% [3] - Net interest margin improved by 110 basis points to 18.9%, compared to the Zacks Consensus Estimate of 18% [3] - Total non-interest expenses decreased by 5% to $500 million, influenced by the impact of repurchased debt [3] - The delinquency rate improved to 5.8%, down from 5.9% year over year [3] Loss and Earnings Metrics - The net loss rate improved by 60 basis points year over year to 7.4% [4] - Pre-tax pre-provision earnings increased by 7% year over year to $420 million [4] - Adjusted PPNR, a non-GAAP financial measure, rose by 19% year over year to $475 million [4] Capital and Shareholder Returns - Cash and cash equivalents at the end of the fourth quarter were $3.6 billion, a decrease of 2% from the previous year-end [5] - Tangible book value increased by 23% year over year to $57.57 per share [5] - Return on average equity rose by 530 basis points year over year to 6.2% [5] - The board of directors raised the dividend by 10% to 23 cents per share, payable on March 16, 2026 [6] - BFH repurchased $120 million, or 1.9 million shares, during the fourth quarter, with $240 million remaining under share repurchase authorization at the end of 2026 [6] Full-Year Performance - For the full year 2025, BFH reported an operating income of $12.09 per share, exceeding the Zacks Consensus Estimate by 87.1% and increasing by 57% year over year [9] - Total operating revenues for the year were $3.8 billion, in line with the Zacks Consensus Estimate, with a year-over-year increase of 0.2% [9] - Credit sales for the full year reached $27.8 billion, up 3% year over year [9] 2026 Outlook - BFH anticipates that interest rate cuts by the Federal Reserve may modestly pressure total net interest income [10] - The company expects total revenue growth in the low single digits compared to full-year 2025, aligning with average loan growth [10] - The net loss rate is projected to be between 7.2% and 7.4%, with improvements expected due to consumer resilience and effective credit management [10] - The normalized effective tax rate for the full year is expected to be in the range of 25% to 27% [11]

The London-based firm, which fell into a form of insolvency in July, has issued “disclaimer notices” to counterparties on thousands of active trades in the last few weeks https://t.co/RfBNLS03D1 ...

Core Insights - PensionBee has achieved certification as a Great Place To Work® with a 100% employee satisfaction score, reflecting its commitment to employee well-being and customer care [1][3] - The company manages $10 billion in assets and serves over 300,000 customers globally, focusing on simplicity, transparency, and accessibility in retirement savings [4] Employee Satisfaction - The national benchmark for employee satisfaction is 57%, while PensionBee's perfect score indicates a strong internal culture that values its workforce [2] - The Great Place To Work Certification is based on the Trust Index™ methodology, which quantifies workplace culture and employee experience [3] U.S. Market Growth - Since 2024, PensionBee has expanded its presence in the U.S. market, driven by its customer-centric model and technology-driven solutions [4] - The company offers various retirement accounts, including Traditional, Roth, SEP, and Safe Harbor IRAs, with ETF-backed portfolios [4] Technology and Customer Support - PensionBee provides free human support to assist customers in managing their retirement savings, particularly in consolidating orphaned 401(k)s [6] - The automated rollover process, enhanced by integration with SS&C's RolloverCentral®, allows users to complete 401(k) rollovers in minutes [6] - The company offers an intuitive app that includes expert-built portfolios and planning tools for mobile banking convenience [6]

SoFi Technologies, Inc. (NASDAQ:SOFI) shares are down during premarket trading on Monday following a recent pullback after the company reported stronger-than-expected fourth-quarter results on Friday.SoFi Earnings Beat With Sharp Revenue RiseThe company posted earnings of 13 cents per share, slightly above the 12 cents consensus estimate, while revenue climbed sharply, rising $273.72 million from the same quarter a year ago. Looking ahead, SoFi expects to grow total members by at least 30% year-over-year an ...

Group 1 - Broadcom Inc. (NASDAQ:AVGO) is included in the Ken Fisher Stock Portfolio as one of the 12 best stocks to buy [1] - Fidelity Investments and Broadcom reached a legal agreement regarding essential software access, resolving a dispute that arose after Broadcom's acquisition of VMware in 2023 [2] - Citi maintains a Buy rating on Broadcom with a price target of $480, citing increasing AI sales as a key factor, despite the stock being down 4.86% year-to-date as of January 29, 2026 [3] Group 2 - The company is recognized as one of the leading semiconductor businesses globally and has expanded into infrastructure software [3] - There are opinions suggesting that while Broadcom has potential, certain AI stocks may offer greater upside potential with less downside risk [4]

Core Viewpoint - The Charles Schwab Corporation (SCHW) has demonstrated strong performance in the financial services sector, outperforming the broader market and showing promising growth in earnings expectations for the upcoming fiscal year [2][6]. Company Overview - Charles Schwab Corporation is a savings and loan holding company based in Westlake, Texas, with a market capitalization of $184.7 billion. The company offers a range of services including wealth and asset management, securities brokerage, banking, trading, research, custody, and financial advisory services [1]. Stock Performance - Over the past year, SCHW shares have increased by 24.3%, significantly outperforming the S&P 500 Index, which rose by 14.3%. Year-to-date in 2026, SCHW stock is up 4%, compared to the S&P 500's 1.4% increase [2]. - SCHW's performance also surpasses the SPDR S&P Capital Markets ETF (KCE), which gained approximately 6.4% over the past year, with SCHW mirroring the ETF's 4% gains year-to-date [3]. Financial Results - In Q4, SCHW reported revenue of $6.3 billion, slightly below analyst expectations of $6.4 billion. However, the adjusted EPS of $1.39 met analyst estimates. For the current fiscal year ending in December, analysts project an 18.9% growth in EPS to $5.79 on a diluted basis [6]. Analyst Ratings - Among 22 analysts covering SCHW, the consensus rating is a "Moderate Buy," consisting of 13 "Strong Buy" ratings, three "Moderate Buys," five "Holds," and one "Moderate Sell" [7]. - The sentiment has improved compared to the previous month, with one analyst previously suggesting a "Strong Sell." William Katz from TD Cowen has reiterated a "Buy" rating with a price target of $138, indicating a potential upside of 32.8% from current levels. The mean price target is $121.26, representing a 16.7% premium, while the highest price target of $148 suggests an upside potential of 42.4% [8].