Walmart Reaches $1 Trillion Market Cap, Aided by Embrace of eCommerce and AI — Positive
WMT PYMNTS — February 03, 2026Walmart's market capitalization topped $1 trillion on Tuesday (Feb. 3) after its shares rose as much as 1.6% in early trading and more than doubled over the past two years, the Financial Times reported Tuesday. The retailer became one of nine U.S. companies with a market over $1 trillion, according to the report.
Pfizer Q4 Earnings Review: This Classic Value Trap Remains As Tempting As Ever — Negative
PFE Seeking Alpha — February 03, 2026Pfizer reported Q4 and FY2025 revenues and EPS above expectations, but core revenues declined due to falling COVID product sales. Despite a 6.5% dividend yield and low valuation multiples, PFE remains a value trap as share price performance lags and patent expiries loom. Recent M&A, including Seagen and Metsera, must deliver as COVID windfall fades and major assets like Eliquis and Prevnar approach patent cliffs.
Capri Holdings shares slip on Q3 revenue decline, margin pressures — Negative
CPRI Proactive Investors — February 03, 2026Capri Holdings (NYSE:CPRI) reported third quarter fiscal 2026 results that exceeded earnings expectations but saw its shares fall due to ongoing revenue pressures and margin concerns. The luxury fashion group posted total revenue of $1.025 billion, down 4% year-over-year, slightly above analyst estimates of around $1 billion.
CVS Health: Exploit The Sector Panic Ahead Of Earnings — Negative
CVS Seeking Alpha — February 03, 2026CVS Health remains well-positioned despite a sector-wide selloff after disappointing Medicare rate increases and UnitedHealth's outlook. CVS's early restructuring, cost cuts, and reduced Medicare exposure have prepared it better than peers for current industry headwinds. At 10–11x forward earnings, CVS trades at a discount to peers, with potential for multiple expansion if execution continues.
Fortinet Gears Up to Report Q4 Earnings: How to Play the Stock — Positive
FTNT Zacks Investment Research — February 03, 2026FTNT heads into Q4 earnings with revenues guided to $1.825-$1.885B and steady EPS, as AI data center deals shape results.
Palantir's Perfect 10: Blowout Earnings Spark a New Bull Case — Positive
PLTR MarketBeat — February 03, 2026Just in time for the upcoming Winter Olympic Games, Palantir Technologies Inc. NASDAQ: PLTR delivered an earnings report that would be considered a gold medal performance. Palantir delivered a perfect 10, as in 10 consecutive years of accelerating revenue growth.
Teradyne Q4 Earnings Beat Estimates, Revenues Increase Y/Y, Shares Up — Positive
TER Zacks Investment Research — February 03, 2026TER tops Q4 expectations as demand strength lifted revenue and earnings, sending the stock sharply higher in pre-market trading.
BellRing Brands, Inc. (BRBR) Securities Fraud: Contact Berger Montague To Discuss Your Rights — Neutral
BRBR Newsfile Corp — February 03, 2026Philadelphia, Pennsylvania--(Newsfile Corp. - February 3, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) ("BellRing" or the "Company") on behalf of investors who purchased or otherwise acquired BellRing securities during the period of November 19, 2024 through August 4, 2025 (the "Class Period"). Investor Deadline: Investors who purchased BellRing securities during the Class Period may, no later than March 23, 2026, seek to be appointed as a lead plaintiff representative of the class.
Bob Iger's longtime billionaire nemesis, Nelson Peltz, is unimpressed with Disney's new CEO — Negative
DIS Business Insider — February 03, 2026Disney has chosen parks executive Josh D'Amaro to succeed Bob Iger as its new CEO. Billionaire Nelson Peltz said D'Amaro's lack of entertainment know-how gives Iger an excuse.
NVO's CagriSema Outshines Semaglutide in Phase III Diabetes Study — Neutral
NVO Zacks Investment Research — February 03, 2026Novo Nordisk reports that CagriSema beats semaglutide at HbA1c reduction and weight loss in a 68-week phase III diabetes study, with no weight-loss plateau.
Xcel Energy to Report Q4 Earnings: What's in Store for the Stock? — Positive
XEL Zacks Investment Research — February 03, 2026XEL is expected to report Q4 2025 results on Feb. 5, with earnings seen up nearly 20% on customer growth and regulatory wins, even as costs, taxes and interest rise.
TIME Recognizes Southwest Gas Holdings as a Best Mid-Size Company in America for Two Consecutive Years — Neutral
SWX PRNewsWire — February 03, 2026Award reflects strong employee satisfaction, consistent growth, and transparent sustainability practices LAS VEGAS, Feb. 3, 2026 /PRNewswire/ -- For the second year in a row, Southwest Gas Holdings, Inc. (NYSE: SWX), has been recognized by TIME as one of America's Best Mid-Size Companies for 2025. The recognition, presented in partnership with Statista Inc., highlights companies that excel in employee satisfaction, revenue growth, and sustainability transparency.
Century Complete Releases Limited Homesites at New Winston-Salem Community — Neutral
CCS PRNewsWire — February 03, 2026Online homebuying pioneer expands North Carolina presence WINSTON-SALEM, N.C., Feb. 3, 2026 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—released a limited number of new homes for sale from the $280s at Creekbend, a new community just five miles from downtown Winston-Salem and with convenient proximity to employment and cultural hubs in Greensboro and High Point.
Trafigura ships first Venezuelan fuel oil to Europe in nearly two years — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — February 03, 2026Trader Trafigura has moved the first shipment of Venezuelan fuel oil to Europe in nearly two years, two trading sources and data seen by Reuters showed.
Microchip to Report Q3 Earnings: What's in Store for the Stock? — Positive
MCHP Zacks Investment Research — February 03, 2026MCHP heads into its Q3 with easing inventory, disciplined capex and growing AI data center demand shaping expectations for the stock.
These Analysts Revise Their Forecasts On Palantir Technologies After Q4 Earnings — Positive
PLTR Benzinga — February 03, 2026Palantir Technologies Inc (NASDAQ: PLTR) reported upbeat financial results for the fourth quarter after the market close on Monday.
J&J Snack Foods Corp. (JJSF) Q1 2026 Earnings Call Transcript — Neutral
JJSF Seeking Alpha — February 03, 2026J&J Snack Foods Corp. (JJSF) Q1 2026 Earnings Call Transcript
RPC, Inc. (RES) Q4 2025 Earnings Call Transcript
Two Harbors Investment Corp. (TWO) Q4 2025 Earnings Call Transcript — Neutral
TWO TWOD Seeking Alpha — February 03, 2026Two Harbors Investment Corp. (TWO) Q4 2025 Earnings Call Transcript
Data center revenue surged 64% sequentially to $440 million, accelerating the company's shift toward higher-margin enterprise storage solutions. Gross margin expanded to 51.1% from 29.9% year over year, with Q3 guidance pointing to 65%–67% levels. Q3 non-GAAP EPS is guided between $12 and $14, up sharply from $6.2 in Q2 and $1.22 in Q1.