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Microsoft Hit My Price Target And Pulled Back: Why I'm Upgrading To Strong Buy — Positive
MSFT Seeking Alpha — January 26, 2026Microsoft Corporation is upgraded to Strong Buy with a $624.43 price target, reflecting 34% upside versus FY27 earnings. MSFT's EBITDA and free cash flow outperformed expectations, while capital expenditures are set to accelerate to 53%-58% of operating cash flow. AI-driven growth is a key opportunity, but overemphasis risks neglecting profitable non-AI segments, which still drive significant Azure and segment growth.
Mag 7 Earnings Week Also Brings New Fed Policy — Neutral
AAPL META MSFT TSLA Zacks Investment Research — January 26, 2026Between now and Friday, we see some of the biggest market movers putting out quarterly results.
Portnoy Law Firm Announces Class Action on Behalf of Alexandria Real Estate Equities, Inc. Investors — Neutral
ARE GlobeNewsWire — January 26, 2026LOS ANGELES, Jan. 26, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Alexandria Real Estate Equities, Inc., (“Alexandria” or the "Company") (NYSE: ARE) investors off a class action on behalf of investors that bought securities between January 27, 2025 and October 27, 2025, inclusive (the “Class Period”). Alexandria investors have until January 26, 2026 to file a lead plaintiff motion.
Silver prices breached the $100 per ounce mark for the first time ever today climbing nearly 4% in morning trading to hit $100.10.
IonQ Just Bought Its Own Chip Foundry for $1.8 Billion — Is This the Nvidia of Quantum? — Positive
IONQ 24/7 Wall Street — January 26, 2026Quantum computing stocks were among the hottest investments in 2024, with several pure plays delivering gains opf 1,000% or more as investor excitement peaked around breakthroughs in qubit stability and early commercial contracts.
Buyouts & Robust Liquidity Aid Accenture Amid Fierce Competition — Positive
ACN Zacks Investment Research — January 26, 2026ACN sharpens its tech-driven growth strategy with acquisitions, talent investment and steady dividends, reinforcing its position amid intense consulting competition.
Webster Financial Q4 Earnings Top Estimates on Higher NII, Stock Down — Positive
WBS Zacks Investment Research — January 26, 2026WBS' Q4 results benefit from a rise in NII and fee income. The stock lost 3.2% due to higher expenses and margin pressure despite loan and deposit growth.
Can Akamai's Cybersecurity Deal With Deutsche Telekom Fuel Its Shares? — Neutral
AKAM Zacks Investment Research — January 26, 2026AKAM partners with Deutsche Telekom Security to offer certified managed cybersecurity services, tackling rising API attacks in key sectors.
Citizens Community Bancorp, Inc. (CZWI) Beats Q4 Earnings and Revenue Estimates — Positive
CZWI Zacks Investment Research — January 26, 2026Citizens Community Bancorp, Inc. (CZWI) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.27 per share a year ago.
Bank of Marin (BMRC) Q4 Earnings and Revenues Top Estimates — Positive
BMRC Zacks Investment Research — January 26, 2026Bank of Marin (BMRC) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.38 per share a year ago.
IonQ to acquire SkyWater Technology in $1.8B deal — Positive
IONQ SKYT Proactive Investors — January 26, 2026Quantum computing company IonQ (NYSE:IONQ) announced Monday that it has entered into a definitive agreement to acquire SkyWater Technology (NASDAQ:SKYT), a US-based semiconductor foundry, in a cash-and-stock transaction valued at about $1.8 billion. Under the terms of the deal, SkyWater shareholders will receive $35 per share, subject to a collar.
It seems like any stock sitting adjacent to OpenAI has been punished severely in the past couple of months.
Ardent Health (ARDT) Hit With Securities Class Action Over Alleged Accounting Deception – Hagens Berman — Neutral
ARDT GlobeNewsWire — January 26, 2026SAN FRANCISCO, Jan. 26, 2026 (GLOBE NEWSWIRE) -- National shareholder rights firm Hagens Berman is notifying Ardent Health, Inc. (NYSE: ARDT) investors that a securities class action lawsuit has been filed against the company and certain of its executives following the company's disastrous Q3 2025 financial results. Hagens Berman is investigating the alleged claims that Ardent misled investors about its revenue recognition systems and the adequacy of its professional liability reserves.
Broadcom Holds 18-Month Edge In Custom AI Chips, 'Buy Aggressively:' JPMorgan Analyst — Positive
AVGO Benzinga — January 26, 2026JPMorgan analyst Harlan Sur said Broadcom Inc's (NASDAQ: AVGO) long lead in custom artificial intelligence (AI) chips is helping its AI Application-Specific Integrated Circuit (ASIC) outlook accelerate into fiscal 2026 and fiscal 2027, with Alphabet Inc (NASDAQ: GOOGL) Google as the key driver.
Micron Technology Stock Slips on Nvidia-Samsung Supply Deal — Negative
MU NVDA SSNLF Schaeffers Research — January 26, 2026Micron Technology (NASDAQ:MU) shares are down 2.3% to trade at $390.36 at last glance, following news that Samsung is preparing to supply Nvidia (NVDA) with next-generation HBM4memory chips as early as next month.
BellRing Brands (BRBR) Hit With Securities Class Action Amid Questions About Destocking, Consumption and Competition - Hagens Berman — Neutral
BRBR GlobeNewsWire — January 26, 2026SAN FRANCISCO, Jan. 26, 2026 (GLOBE NEWSWIRE) -- A securities class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) and certain of its executives. The lawsuit follows BellRing's disastrous May 6, 2025, Q2 2025 and August 4, 2025, Q3 2025 earnings reports, each of which drove the price of BellRing shares sharply lower.
Novo Nordisk: The Q4 Setup Favors Another Beat (Earnings Preview) — Positive
NVO Seeking Alpha — January 26, 2026Novo Nordisk A/S's restructuring costs are front-loaded in Q3, with DKK 1 billion in savings accruing to Q4 earnings, setting up a potential beat on low expectations. The FDA-approved Wegovy oral pill launched in January 2026 with 18,000+ prescriptions in its debut week, expanding the addressable market to approximately 85 million Americans. Catalent fill-finish site integration is expected to double U.S. supply chain capacity by mid-2026, supporting margin expansion and reducing manufacturing bottlenecks going forward.
Will Strategic Partnerships Help Rigetti Reach Quantum Scale Faster? — Neutral
RGTI Zacks Investment Research — January 26, 2026RGTI is deepening partnerships across AI, academia and government to validate its quantum roadmap.
Hims & Hers Scales Platform-Led Digital Healthcare Access and Care — Positive
HIMS Zacks Investment Research — January 26, 2026HIMS expands its tech-driven care platform with new diagnostics, AI tools and specialty treatments for personalized health.