indie Announces Strategic Partnership to Supply its Industry-Leading emotion3D In-Cabin Safety Monitoring Software for Mahindra's Premium Electric Origin SUVs — Neutral
INDI Business Wire — February 04, 2026ALISO VIEJO, Calif.--(BUSINESS WIRE)--indie Semiconductor (Nasdaq: INDI), an automotive solutions innovator, has announced today that it has been selected by Mahindra & Mahindra Limited to enable one of the most advanced in-cabin driver and occupant monitoring systems (DOMS) in the Indian market for their Electric Origin SUVs XEV 9e and BE 6. The partnership will integrate our cutting-edge CABIN EYE® perception software developed by emotion3D, recently acquired by indie, with EyeDentity, Ma.
Eli Lilly beats earnings, lifts outlook on booming Zepbound and Mounjaro sales — Positive
LLY Invezz — February 04, 2026Eli Lilly reported stronger-than-expected fourth-quarter earnings and issued robust guidance for the coming year, as soaring demand for its GLP-1 drugs reaffirmed its dominance in the global weight-loss drugs market. The US pharmaceutical giant posted net income of $6.64 billion, or $7.39 a share, up from $4.41 billion, or $4.88 a share, a year earlier.
Recruitment Underway for New UTI-Atlanta and UTI-San Antonio Campuses — Neutral
UTI PRNewsWire — February 04, 2026New campuses scheduled to open in 2026 pending regulatory approvals ATLANTA and PHOENIX and SAN ANTONIO, Feb. 4, 2026 /PRNewswire/ -- Universal Technical Institute (UTI), the transportation, skilled trades, electrical and energy education division of Universal Technical Institute, Inc. (NYSE: UTI), today announced that recruitment has begun for its new campuses in Atlanta and San Antonio. "These new campuses reflect our continued commitment to building workforce solutions that meet the needs of students, employers, and communities," said Tracy Lorenz, Division President, Universal Technical Institute.
The most important Amazon earnings figure comes with a high bar this time — Neutral
AMZN Market Watch — February 04, 2026To impress investors, Amazon will need to show continued momentum in its cloud-computing business. But the real number to beat may be higher than the consensus view of 21% growth.
Johnson Fistel Investigates Webster Financial Corporation (WBS) Shareholders' Rights Following Proposed Sale to Banco Santander — Neutral
WBS GlobeNewsWire — February 04, 2026SAN DIEGO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Webster Financial Corporation (NYSE: WBS) breached their fiduciary duties in connection with the proposed sale of the Company to Banco Santander, S.A.
AMD's $30 Billion Vanishing Act: Why A Massive Earnings Beat Triggered A Brutal Selloff — Negative
AMD Benzinga — February 04, 2026AMD (NASDAQ: AMD) announced it beat Wall Street's expectations by $600 million. Yet shares plunged 9% premarket, erasing more than $30 billion in market value.
CDW (CDW) Q4 Earnings and Revenues Beat Estimates — Positive
CDW Zacks Investment Research — February 04, 2026CDW (CDW) came out with quarterly earnings of $2.57 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.48 per share a year ago.
Old Dominion Freight Line (ODFL) Q4 Earnings and Revenues Beat Estimates — Positive
ODFL Zacks Investment Research — February 04, 2026Old Dominion Freight Line (ODFL) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $1.23 per share a year ago.
Idex (IEX) Q4 Earnings and Revenues Beat Estimates — Positive
IEX Zacks Investment Research — February 04, 2026Idex (IEX) came out with quarterly earnings of $2.1 per share, beating the Zacks Consensus Estimate of $2.04 per share. This compares to earnings of $2.04 per share a year ago.
1 Unstoppable Stock to Buy Before It Joins Nvidia, Apple, Microsoft, and Alphabet in the $3 Trillion Club — Positive
META The Motley Fool — February 04, 2026Meta Platforms owns some of the world's largest social media networks, including Facebook, Instagram, and WhatsApp. The company is using artificial intelligence to keep users online for longer periods of time, which drives more advertising revenue.
Eli Lilly delivered a robust 4Q25 beat, with revenue up 43% YoY and strong EPS growth, driven by its GLP-1 franchise. Lilly's Mounjaro and Zepbound revenues more than doubled, accounting for over 60% of quarterly sales and signaling sustained demand despite pricing pressure. Management guided 2026 revenue to $80–83 billion and non-GAAP EPS to $33.50–$35.00, implying ~25% top-line growth and continued operational leadership.
LearnWell Announces Investment from Goldman Sachs Alternatives — Neutral
GS PRNewsWire — February 04, 2026NEW YORK, Feb. 4, 2026 /PRNewswire/ -- LearnWell, a leading provider of academic and mental health services for students and their families throughout the continuum of care, today announced that it has received an investment to support its continued growth from the Sustainable Investing business at Goldman Sachs Alternatives. Through this new partnership, LearnWell will further its mission to improve the lives of those facing behavioral challenges by providing equitable access to services.
Super Micro: The $12B AI Illusion -- A Record Beat Is A Major Red Flag — Negative
SMCI Seeking Alpha — February 04, 2026Super Micro Computer, Inc. delivered record Q2 '26 revenue of $12.7B, but gross margins collapsed to 6.3%, highlighting severe profitability pressures. SMCI's business is structurally squeezed—Nvidia commands premium pricing, hyperscalers demand low prices, and SMCI is left with little bargaining power or moat. Customer concentration is acute: 63% of Q2 revenue came from a single client, amplifying financial and execution risk.
Energy Vault announces the Award of 100 MW / 870 MWh Long-Term Energy Service Agreement to its Development Partner in Australia — Neutral
NRGV Business Wire — February 04, 2026WESTLAKE VILLAGE, Calif. & EBOR, Australia--(BUSINESS WIRE)---- $NRGV--Energy Vault Holdings, Inc. (NYSE: NRGV) (“Energy Vault”), a leader in sustainable, grid-scale energy storage solutions, and Bridge Energy Pty Ltd (“Bridge Energy”), an Australian developer bridging the gap between fossil fuels and renewable energy, today announced the Ebor Battery Energy Storage System (BESS) has been awarded a Long-Term Energy Service Agreement (LTESA) by AusEnergy Services. Located in Ebor, within the New England R.
Tesla UK sales plunge in January as Chinese rivals race ahead, New Automotive data shows — Negative
TSLA Reuters — February 04, 2026Tesla sold less than half the number of battery-electric vehicles recorded by Chinese rival BYD in the UK last month, data from New Automotive showed on Wednesday, pointing to mounting competitive pressures on the U.S. automaker.
Monster Beverage shares have surged as Big Money inflows and strong fundamentals boost confidence; discover why MNST might have more room to run.
The $813.1 Billion Challenge Facing Disney's New Boss Josh D'Amaro — Neutral
DIS Forbes — February 04, 2026Disney's incoming chief executive Josh D'Amaro will have to boost the value of the media giant 4.4 times to a massive $813.1 billion in order to beat the track record of his predecessor Bob Iger according to new research.
Amazon makes Alexa+ AI assistant available to everyone in the U.S. nearly a year after launch — Positive
AMZN CNBC — February 04, 2026Amazon is making its AI-upgraded Alexa+ assistant available to everyone in the U.S. Alexa+ launched last year in an "early access" preview, meaning consumers had to join a waitlist or buy a new device to use the service.
Trane Technologies: Upgrade To Buy On Cheaper Valuation And Better Fundamentals — Positive
TT Seeking Alpha — February 04, 2026Trane Technologies (TT) is upgraded to buy as valuation resets to 28x forward earnings amid strengthening growth drivers. Commercial HVAC orders, especially in data centers, have sharply accelerated, with applied business orders up ~120% y/y and backlog reaching a record $7.8 billion. TT's growth outlook is resilient, supported by both hyperscale data center demand and stable institutional sectors like education and healthcare.
Boeing production stability drives positive outlook from Bank of America analysts — Positive
BA Proactive Investors — February 03, 2026Bank of America analysts have reiterated a ‘Buy' rating and a $270 price objective for Boeing Co (NYSE:BA, XETRA:BCO), describing the company's current path as "an execution story that has wings." The bank wrote in a note that while the fourth quarter of 2025 highlighted several industrial obstacles, the planemaker's fundamental recovery remains solid.