Prosperity Bancshares: Efficient, And Growing, Buy The Dip — Positive
PB Seeking Alpha — January 28, 2026Prosperity Bancshares, Inc. reported strong Q4 results, beating earnings estimates and growing book value, despite a slight dip in loans. PB is acquiring Stellar Bancorp for $2 billion, positioning it as Texas's second-largest bank by deposits and reinforcing long-term growth prospects. Asset quality remains robust with no provision for credit losses, minimal charge-offs, and improved efficiency metrics in Q4.
Teva's Flagship Drugs Hit $1 Billion Milestone, Raises Confidence In 2026 Outlook — Positive
TEVA Benzinga — January 28, 2026Teva Pharmaceutical Industries Ltd. (NYSE: TEVA) reported its fourth-quarter 2025 financial results on Wednesday, with total revenue of $4.71 billion, beating analysts' expectations of $4.37 billion, according to Benzinga Pro.
Transaction in Own Shares 28 January, 2026 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 28 January, 2026 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 28/01/2026 522,088 27.4800 27.1250 27.3486 LSE GBP 28/01/2026 - - - - Chi-X (CXE) GBP 28/01/2026 - - - - BATS (BXE) GBP 28/01/2026 558,871 31.7850 31.3500 …
Starbucks' turnaround plan shows promise in US as sales growth returns for first time in 2 years — Positive
SBUX Fox Business — January 28, 2026Starbucks reports first sales growth in eight quarters as CEO Brian Niccol's strategy shows results with a 4% increase in North American same-store sales.
Andy Anavi, Senior VP of Fintech Services, Discusses Mercado Pago's Ambitions and Competitive Advantages — Neutral
MELI Business Wire — January 28, 2026MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Mercado Libre (NASDAQ: MELI), the leading e-commerce and fintech platform in Latin America, today released the latest episode of its Investor Relations podcast series, “Inside Mercado Libre,” “Fintech Services with Andy Anavi.” In this episode, Richard Cathcart, Investor Relations Director, is joined by Andy Anavi, Senior VP of Fintech Services, to discuss the strategic evolution and growth opportunities of Mercado Pago. The conversation explores Mercado Pa.
Michael Dell wants Trump Accounts to teach financial literacy. 💰💵 — Neutral
DELL Yahoo Finance — January 28, 2026About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
Ferguson: Capitalizing On The Infrastructure Supercycle While We Wait For Housing — Positive
FERG Seeking Alpha — January 28, 2026Ferguson Enterprises Inc. (FERG) is positioned for 17% upside, driven by AI datacenter growth, infrastructure demand, and a balanced business mix. Ferguson's extensive distribution network, dual trade strategy, and private label expansion provide a competitive edge and recurring revenue streams. Despite lower margins than peers, Ferguson's superior growth outlook and undervalued multiples support a Buy rating.
Globant (GLOB) has outperformed the market, rising 14% since November 2025, and remains a compelling 'Buy' with an attractive price target. European IT valuations, especially for GLOB, are more attractive than US peers, supported by transparent EU investment and rising demand for IT independence. GLOB's AI-first transformation, robust pipeline (€3.5B+), and cost efficiencies underpin stable margins and market-beating upside, despite conservative growth forecasts.
Block's Square Renews Corner Store Lease in San Francisco — Positive
XYZ Zacks Investment Research — January 28, 2026XYZ's Square renews its Mission District Corner Store lease, expanding BIGFACE Coffee residency to drive foot traffic, sales and community ties for local sellers.
Disney's Franchise Success Continues: Is Revenue Growth More Durable? — Positive
DIS Zacks Investment Research — January 28, 2026DIS' franchise flywheel is reshaping revenues as films, streaming, products and Experiences work together to deliver more durable growth.
Amazon axes 16,000 more jobs as companies keep replacing workers with AI — Negative
AMZN New York Post — January 28, 2026The headcount reduction is the second phase of a plan to eliminate around 30,000 corporate roles, which was first announced this past fall.
Oil hits 4-month high as Trump renews Iran threats, but crude's momentum may be fleeting — Neutral
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Market Watch — January 28, 2026President Donald Trump ratcheted up pressure on Iran Wednesday, warning that a “massive armada” was headed to the Middle Eastern country and that time was running out for Tehran to reach a nuclear deal.
Intel Corporation's revenue growth looks muted into H1 FY26 as supply constraints, depleted buffer inventory, and delayed server wafers cap near-term upside despite healthy end demand. INTC's foundry pivot still lacks a major external customer, and any Apple-related upside would likely not drive meaningful revenue for at least two more years. Intel continues to lose share in data center compute and CPUs, missing the GPU-driven AI wave while AMD strengthens its competitive position.
PacBio: The Consumables Flywheel Is Turning. The Chart Wants Confirmation — Positive
PACB Seeking Alpha — January 28, 2026Pacific Biosciences is transitioning to a recurring revenue model as consumables reach a record 55% of Q3 revenue, driving margin improvements. Non-GAAP gross margin hit 42% in Q3, with management attributing gains to a favorable mix shift and yield improvements, notably from multi-use SMRT Cells. Cash burn is materially lower, with year-end cash at $279.5M and Q3 burn around $16M, supporting the company's path toward self-funding.
Silicon Motion Named a Clarivate Top 100 Global Innovator 2026 — Neutral
SIMO PRNewsWire — January 28, 2026Recognized as the Global Leader in Merchant NAND Flash Controller Innovation TAIPEI and MILPITAS, Calif., Jan. 28, 2026 /PRNewswire/ -- Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, today announced it has been named in the Clarivate Top 100 Global Innovators 2026.
Apple-Heavy ETFs in Focus as iPhone Sales Power Holiday Quarter — Positive
AAPL Zacks Investment Research — January 28, 2026iPhone sales jump to a four-year high, along with AI optimism building and analysts staying bullish, putting Apple-heavy ETFs back in focus.
We'll undoubtedly hear a lot about the Alphabet collaboration during the upcoming earnings call, especially given the current sentiment surrounding Apple's AI ventures.
Matt Buckland, founder of ExchangiFi, joined Nate Geraci on this week's ETF Prime to discuss his platform connecting advisors dealing with concentration risk to ETF issuers offering 351 exchanges. The 80-year-old tax code provision allows investors to swap individual securities for ETF shares without triggering a taxable event.
This Sector Agnostic Tech ETF Offers a Great Route Into Earnings Results — Positive
TTEQ ETF Trends — January 28, 2026ETFs have all kinds of powerful advantages. As flexible, transparent, easily tradable investment vehicles, they offer investors the opportunity to craft bespoke portfolios with targeted, granular allocations.
Halozyme Therapeutics, Inc. (HALO) Q4 2025 Sales/Trading Call Transcript — Neutral
HALO Seeking Alpha — January 28, 2026Halozyme Therapeutics, Inc. (HALO) Q4 2025 Sales/Trading Call Transcript