Microsoft Corporation receives a Buy rating, with valuation attractive despite recent post-earnings share weakness and technical headwinds. MSFT's Q2 delivered a double beat, but Azure's 38% growth and elevated capex disappointed, pressuring free cash flow and sentiment. Forward guidance remains robust, with Azure growth near 37% and capex expected to slow, while AI investments and partnerships are key watchpoints.

The Invesco Semiconductors ETF (NYSEARCA:PSI) has captured the AI infrastructure boom with a 45% surge over the past year.

Vanguard Short-Term Corporate Bond Index Fund ETF Shares remains a Hold as yield curve steepening favors rotation into longer-dated bonds. Short-term yields have tightened following Fed rate cuts to 3.50-3.75%, making long-dated corporate yields appear more attractive. Macro trends—persistent inflation, rising unemployment, and durable GDP growth—suggest the Fed may continue rate easing, supporting a shift out the curve.

An analyst notes Mastercard got off to a strong start this year, which “defies fears of slowing consumer spend.”

FCEL sharpens its green hydrogen edge with solid oxide tech and a strategy built on efficiency over hype.

GKOS is positioned for growth as interventional glaucoma adoption expands, iDose and iStent synergies build, and scale drives operating leverage despite margin pressures.

GE Vernova and Public Service Enterprise offer contrasting ways to play grid modernization as electrification, renewables and reliability needs reshape global power demand.

COR's Q1 outlook is supported by specialty utilization, RCA momentum, and steady international growth, even as GLP-1 tailwinds ease.

AXIS Capital Holdings Limited AXS reported fourth-quarter 2025 operating income of $3.25 per share, which outpaced the Zacks Consensus Estimate by 9.4% and rose 9.4% year over year.

As the S&P 500 hits 7,000, low-leverage picks like TKAMY may gain appeal for investors seeking stability amid steady rates.

Fiverr and Etsy are both embedding AI into their creator marketplaces, but diverging buyer trends, growth paths and valuations are reshaping which stock holds the edge.

Lockheed Martin (LMT) came out with quarterly earnings of $5.8 per share, missing the Zacks Consensus Estimate of $6.24 per share. This compares to earnings of $7.67 per share a year ago.

Valley National (VLY) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.13 per share a year ago.

ConnectOne Bancorp (CNOB) came out with quarterly earnings of $0.83 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.52 per share a year ago.

SAN DIEGO, Jan. 29, 2026 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Klarna Group plc (NYSE: KLAR) securities pursuant and/or traceable to Klarna's offering documents issued in connection with Klarna's September 10, 2025 initial public offering ("IPO"), have until Friday, February 20, 2026 to seek appointment as lead plaintiff of the Klarna class action lawsuit. Captioned Nayak v.

The airline says its new economic model is critical to catch industry rivals, even if passengers have to pay more.

Starbucks CEO Brian Niccol told CNBC that sentiment around consumer confidence is not matching what the coffee chain is seeing in its stores. "Consumer confidence is low, but we're seeing still really good shopping behavior out of every income cohort and every age cohort," Niccol said.

The Invesco Large Cap Growth ETF (NYSEARCA:PWB) has climbed 6% year to date and 25% over the past year, riding a wave of mega-cap technology strength that shows no signs of breaking.

Virtuix Holdings Inc (NASDAQ:VTIX), a developer of full-body virtual reality systems, made its debut on the Nasdaq earlier this week, signaling a major step forward for the Austin, Texas–based company as it pursues growth in both consumer and defense markets. Founded in 2013, Virtuix has spent more than a decade refining technology that allows users to walk, run, and move naturally inside virtual worlds—a problem that has long stymied VR developers.

Markets continue to break down Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA) earnings after all three Mag 7 giants reported Wednesday evening. The first of which has the lone down arrow ahead of Thursday's session.