Banco Santander, S.A. (NYSE:SAN) is one of the stocks Jim Cramer commented on. Cramer highlighted the company’s U.S. ambitions, as he said: This morning, we got excellent full-year results from Banco Santander, the Spanish banking powerhouse with the stock that’s charged 142% over the past 12 months. A bank. We also learned that they’re buying Webster Financial. It’s a community bank based in Connecticut, a real good one. It’s all part of their plan to dominate the northeastern United States. I think this ...

Core Viewpoint - Huntington Bancshares Incorporated will participate in the 2026 UBS Financial Services Conference, discussing business trends, financial performance, and strategic initiatives [1]. Group 1: Conference Participation - The conference is scheduled for February 10, 2026, at 11:20 AM (Eastern Time) [1]. - Steve Steinour, chairman, president, and CEO, along with Zach Wasserman, CFO, will present to analysts and investors [1]. Group 2: Webcast Information - Investors can access the live audio webcast in the investor relations section of Huntington's website [2]. - A replay of the webcast will be archived on the website [2]. Group 3: Company Overview - Huntington Bancshares is a regional bank holding company with $279 billion in assets, headquartered in Columbus, Ohio [3]. - Founded in 1866, the company provides a comprehensive suite of banking, payments, wealth management, and risk management products and services [3]. - Huntington operates nearly 1,400 branches across 21 states, with certain businesses extending into broader geographies [3].

Group 1 - Truist Financial Corporation announced that Chief Consumer and Small Business Banking Officer Dontá Wilson will speak at the UBS Financial Services Conference on February 10, 2026, at 12:10 p.m. ET [1] - Chief Financial Officer Mike Maguire will speak at the BofA Securities Financial Services Conference on February 11, 2026, at 10:30 a.m. ET [1] - A live audio webcast of the conferences will be available on the day of the events, with a replay accessible for 30 days [2] Group 2 - Truist Financial Corporation is a purpose-driven financial services company headquartered in Charlotte, North Carolina, with total assets of $548 billion as of December 31, 2025 [3] - The company has a leading market share in many high-growth markets in the U.S. and offers a wide range of financial products and services [3] - Truist is recognized as a top-10 commercial bank, providing services including consumer and small business banking, commercial and corporate banking, investment banking, and wealth management [3]

Group 1 - Intuit Inc. is recognized as one of the best long-term tech stocks to buy, with a "Buy" rating maintained by Morgan Stanley analyst Keith Weiss and a price target of $880.00 [1] - The company is positioned early in two major product cycles: Mid-Market Accounting/Services and Assisted Tax, which are in large, underpenetrated markets and have shown healthy initial traction [1][2] - Analysts project a credible path to approximately 20% annual revenue growth by FY 2030, supported by strong execution in rolling out new offerings, which the market has not fully recognized [2] Group 2 - Intuit has formed a strategic partnership with BDO Canada LLP, combining its innovative technology with BDO advisors' human insight, enhancing its offerings in financial management, payments, capital, compliance, and marketing [3]

Core Viewpoint - Lunate Capital has established a new position in Navan by acquiring 200,000 shares valued at approximately $3.42 million, representing 1.29% of its reportable assets under management as of December 31 [2][3][4]. Company Overview - Navan, Inc. operates in the technology sector, providing an AI-powered software platform for travel, payments, and expense management, supporting the entire travel lifecycle from booking to reporting [8][9]. - The company generates revenue through SaaS solutions aimed at optimizing travel and expense processes for mid-sized to large organizations [8]. Financial Performance - As of January 23, Navan's stock price was $15.09, down about 60% from its IPO price of $25, with a market capitalization of $3.46 billion [4][5]. - For the most recent quarter, Navan reported revenue of $195 million, a 29% year-over-year increase, and gross booking volume rose 40% to $2.6 billion [11]. - Non-GAAP operating income reached $25 million, indicating improved operating leverage and scale among enterprise customers [11]. Investment Context - The acquisition of Navan shares by Lunate Capital appears to be a measured probe rather than a strong conviction, given that nearly 90% of its capital is concentrated in three other holdings [10]. - Despite the stock's volatility post-IPO, the fundamentals of Navan have not deteriorated, with continued momentum in the enterprise market and high customer satisfaction reported by the CEO [11].

2025 Fourth Quarter Earnings Review January 22, 2026 Welcome. The Huntington National Bank is Member FDIC. ®, Huntington® and Huntington. are federally registered service marks of Huntington Bancshares Incorporated. ©2026 Huntington Bancshares Incorporated. Abundant Green R: 126 G: 207 B: 28 Dark Teal R: 3 G: 79 B: 84 Pastel Teal R: 184 G: 239 B: 228 Pastel Magenta R: 248 G: 224 B: 229 White R: 255 G: 255 B: 255 Prosperous Sage R: 0 G: 45 B: 42 Primary Palette Off-White R: 245 G: 245 B: 245 Second Palette H ...

Group 1: Company Overview - MercadoLibre, Inc. is the leading e-commerce and fintech platform in Latin America, integrating online retail, payments, logistics, and credit services, which provides a significant competitive advantage in high-growth markets [2] - The company's diversified business model allows it to capture multiple revenue streams and adapt to evolving digital commerce trends in the region [2] Group 2: Recent Developments - Northcape Capital increased its position in MercadoLibre by 36,862 shares during the fourth quarter of 2025, raising the total value of its holdings to approximately $238 million [3][4] - MercadoLibre now represents 27.5% of Northcape's total assets under management (AUM), making it the fund's largest holding [4] Group 3: Stock Performance - As of January 20, 2026, MercadoLibre shares were priced at $2,034.82, reflecting a 10.9% increase over the past year, although they underperformed the S&P 500 by 2.52 percentage points [3] - Over the last three years, MercadoLibre stock has achieved a total return of 85%, with a compound annual growth rate (CAGR) of 22.8%, outperforming the S&P 500's CAGR of 21.3% during the same period [5] Group 4: Market Conditions - Recent macroeconomic headwinds and increasing competition have begun to impact MercadoLibre, but it remains a strong consideration for investors interested in the Latin American e-commerce market due to its consistent growth and solid profitability [6]

Core Viewpoint - JPMorgan Chase & Co. is recognized as a strong investment opportunity, with recent performance indicating robust growth in specific revenue segments despite some investor caution following Q4 results [2][3]. Financial Performance - For Q4 2025, JPMorgan reported an EPS of $5.23, surpassing the consensus estimate of $5.00 [3]. - The company experienced a 17% growth in Markets revenue, driven by a 40% increase in equities trading and a 7% rise in fixed income [2]. - Net interest income rose by 7% to $25.10 billion during the quarter, with management projecting approximately $95.00 billion of interest income for 2026, excluding markets [3]. Analyst Ratings and Price Targets - Truist raised its price target for JPMorgan from $331.00 to $334.00 while maintaining a 'Hold' rating, reflecting updated growth assumptions for Markets' revenues [2]. - The FY2026 EPS estimate was increased by $0.50 to $21.25, indicating confidence in the company's growth trajectory [2]. Market Position - JPMorgan Chase & Co. is a leading global financial services provider, offering a wide range of services including consumer banking, commercial and investment banking, markets, payments, and asset and wealth management [4].

Core Viewpoint - Truist Financial Corporation reported its fourth quarter 2025 results, highlighting its financial performance and providing access to earnings call details for investors [1]. Group 1: Company Overview - Truist Financial Corporation is a purpose-driven financial services company focused on inspiring and building better lives and communities [2]. - The company is headquartered in Charlotte, North Carolina, and holds a leading market share in many high-growth markets in the U.S. [2]. - As of December 31, 2025, Truist has total assets of $548 billion, positioning it as a top-10 commercial bank [2]. Group 2: Services Offered - Truist offers a wide range of products and services through its wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending [2].

Core Viewpoint - Banco Santander, S.A. is viewed positively by Jim Cramer, who emphasizes the leadership of CEO Ana Botín and encourages investment in the stock, suggesting it has significant potential for growth [1]. Company Overview - Banco Santander, S.A. (NYSE:SAN) provides a range of services including banking, financing, investment, and insurance to individuals, businesses, and public institutions [1]. - The company offers various financial services such as lending, wealth management, payments, and digital banking [1]. Investment Insights - A club member reported taking partial profits from Banco Santander and doubling their investment, seeking Cramer's advice on whether to buy more, hold, or sell [1]. - Cramer advised holding the stock, indicating that the member was "playing with the house's money" and expressed confidence in the company's future performance under Ana Botín's leadership [1]. - Cramer highlighted that Ana Botín is considered the most successful bank CEO featured on Mad Money, praising her intelligence and cool demeanor [1]. Comparative Analysis - While Banco Santander is recognized as a strong investment, there is a belief that certain AI stocks may offer greater upside potential with less downside risk [1].