Stacy Rasgon, Bernstein managing director, joins 'The Exchange' to discuss Intel's latest quarterly earnings results, the demand picture and much more.

image for news Intel still a massive turnaround story that got 'way over its skies', says Bernstein's Stacy Rasgon

Intel shares plunged by as much as 17% on Friday – after the chipmaker admitted it was having trouble keeping pace with sky-high demand due to manufacturing issues.

image for news Intel shares plunge as chipmaker suffers manufacturing woes, inventory shortages

LikeFolio: Google Cloud Beats Azure, MSFT Shows Dominance Elsewhere in AI — Neutral

GOOG  GOOGL  MSFT   Schwab Network — January 23, 2026

Andy Swan (@LikeFolio) considers Microsoft (MSFT) one of the best-executing companies on Wall Street. While the Mag 7 giant's Azure cloud saw anemic growth compared to Alphabet's (GOOGL) Google Cloud, Andy likes Microsoft's recent stock dip and believes the company is poised for a strong 2026.

image for news LikeFolio: Google Cloud Beats Azure, MSFT Shows Dominance Elsewhere in AI

Waymo, Uber, the real robotaxi players, not Tesla: Ross Gerber — Neutral

GOOG  GOOGL  TSLA  UBER   Yahoo Finance — January 23, 2026

About 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

image for news Waymo, Uber, the real robotaxi players, not Tesla: Ross Gerber

Gaming and Leisure Properties Is Now Cheap For What It Offers — Positive

GLPI   Seeking Alpha — January 23, 2026

Gaming and Leisure Properties offers a nearly 7% yield and trades below $45/share, implying over 15% annualized return potential. GLPI's regional, diversified portfolio and triple-net lease structure provide stability, with no rent defaults and 100% occupancy since inception. Tenant concentration risk is mitigated by strong rent coverage ratios and a resilient regional gaming focus, though PENN accounts for ~60% of cash rent.

image for news Gaming and Leisure Properties Is Now Cheap For What It Offers

Independent Bank: A Strong Bounce-Back Quarter — Positive

INDB   Seeking Alpha — January 23, 2026

Independent Bank Corp. delivered strong Q4 results, with revenues up 44% year-over-year, primarily driven by the Enterprise Bank acquisition. Net interest margin improved sequentially to 3.77%, and adjusted EPS of $1.70 exceeded consensus, reflecting robust operational momentum. Asset quality was mixed: nonperforming loan ratios improved, but net charge-offs rose to 0.12% of loans; return metrics rebounded sharply.

image for news Independent Bank: A Strong Bounce-Back Quarter

WST Launches Synchrony S1 Prefillable Syringe at Pharmapack — Neutral

WST   Zacks Investment Research — January 23, 2026

West Pharmaceutical debuts the Synchrony S1 prefillable syringe at Pharmapack 2026, enhancing biologics, vaccines and home-care support.

image for news WST Launches Synchrony S1 Prefillable Syringe at Pharmapack

3.2 million. That's how many vehicles Toyota recalled in 2025 across 15 recalls.

image for news Toyota Recalls 162,000 U.S. Pickup Trucks Over Display That May Get Stuck

A Memory Shortage Is Bad News for Intel. Here's Who It's Good For. — Negative

INTC   Investopedia — January 23, 2026

Intel's stock tumbled Friday after the chipmaker posted a weaker-than-expected outlook. A memory supply crunch that's raised prices is partly to blame—but those same forces have sent shares of component makers soaring lately.

image for news A Memory Shortage Is Bad News for Intel. Here's Who It's Good For.

Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript — Neutral

CNS   Seeking Alpha — January 23, 2026

Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript

image for news Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Wealthfront (WLTH) To Contact Him Directly To Discuss Their Options

image for news WEALTHFRONT INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Wealthfront Corporation on Behalf of Wealthfront Stockholders and Encourages Investors to Contact the Firm

SAN DIEGO, Jan. 23, 2026 (GLOBE NEWSWIRE) -- What is the case about? Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who acquired DeFi Technologies Inc. during the class period because the Company allegedly misled investors regarding its business prospects.

image for news DEADLINE IN DEFT CLASS ACTION: Robbins LLP Reminds DeFi Technologies Inc. Stockholders of the Pending January 30, 2026 Lead Plaintiff Deadline

Alphabet Cools After the Run: Buy Now or Wait for a Better Entry? — Positive

GOOG  GOOGL   MarketBeat — January 23, 2026

Just a week ago, Alphabet NASDAQ: GOOGL made headlines and history by crossing the $4 trillion market capitalization mark, becoming the world's second-most-valuable company behind NVIDIA NASDAQ: NVDA. Fast forward a week, and the stock has cooled modestly, pulling back just over 3.5% from its record highs and finding short-term support near the $320 level.

image for news Alphabet Cools After the Run: Buy Now or Wait for a Better Entry?

UnitedHealth Stock Climbs 7.3% as Reddit Rage Fades to Neutral — Positive

UNH   24/7 Wall Street — January 23, 2026

UnitedHealth Group (NYSE:UNH) shares rose 7.3% over the past week as retail investor sentiment on Reddit and X shifted from deeply bearish to neutral.

image for news UnitedHealth Stock Climbs 7.3% as Reddit Rage Fades to Neutral

Were you affected by investment losses in BBWI securities between June 4, 2024, and November 19, 2025? Affected Investor Losses Summary Bath & Body Works, Inc. securities fraud class action filed Purchasers or acquirers of Bath & Body Works, Inc. (NYSE: BBWI) securities Seeking recovery of investment losses for material misstatements and/or omissions (as alleged) from June 4, 2024 through November 19, 2025 Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) can assist at no cost to investor RADNOR, Pa.

image for news BBWI Investor Alert: Kessler Topaz Meltzer & Check, LLP Urges BBWI Investors with Losses to Contact the Firm

Independent Bank Corp. (INDB) Q4 2025 Earnings Call Transcript — Neutral

INDB   Seeking Alpha — January 23, 2026

Independent Bank Corp. (INDB) Q4 2025 Earnings Call Transcript

image for news Independent Bank Corp. (INDB) Q4 2025 Earnings Call Transcript

SLB N.V. (SLB) Q4 2025 Earnings Call Transcript — Neutral

SLB   Seeking Alpha — January 23, 2026

SLB N.V. (SLB) Q4 2025 Earnings Call Transcript

image for news SLB N.V. (SLB) Q4 2025 Earnings Call Transcript

$200,000 YOLO Bet Sparks Retail Frenzy Around ET's 7.45% Dividend — Neutral

ET   24/7 Wall Street — January 23, 2026

Shares of Energy Transfer (NYSE:ET) rose 4.4% this week, coinciding with a sharp shift in retail investor sentiment on Reddit.

image for news $200,000 YOLO Bet Sparks Retail Frenzy Around ET's 7.45% Dividend

McCormick: 'Buy' The Dip Opportunity Is Here (Upgrade) — Positive

MKC   Seeking Alpha — January 23, 2026

McCormick & Company now trades near its 52-week low and below historical valuation, offering an attractive risk-reward setup. MKC demonstrates resilient volume growth, steady market share gains, and benefits from health-conscious, at-home cooking trends. Despite near-term margin pressures from commodity costs and tariffs, management guides for margin improvement and ongoing efficiency initiatives.

image for news McCormick: 'Buy' The Dip Opportunity Is Here (Upgrade)

NEW YORK, NY / ACCESS Newswire / January 23, 2026 / Investors encountering SMX (NASDAQ:SMX) for the first time often start with the obvious headline: a dramatic 2025 price move. A rally exceeding 4,000% naturally draws attention, and from a trading perspective, that reaction makes sense.

image for news Why SMX Became a Different Market Story in 2025-and Why That Shift Carries Into 2026