ONEOK Just Paid Investors: Here's Why This Dividend Earns a B+ — Neutral

OKE   24/7 Wall Street — February 05, 2026

ONEOK Inc. (NYSE:OKE) just distributed $1.07 per share to shareholders on February 13, 2026, marking a 3.88% increase from the previous quarter's $1.03 payout.

image for news ONEOK Just Paid Investors: Here's Why This Dividend Earns a B+

Gemini Space Station plans to cut 200 jobs — Negative

GEMI   Reuters — February 05, 2026

Gemini Space Station said on Thursday that it planned to cut up to 200 jobs worldwide, or about a quarter of its workforce, as part of a broader cost-reduction plan.

image for news Gemini Space Station plans to cut 200 jobs

Online telehealth company Hims & Hers will launch a copy of the newly launched Wegovy pill for $49, far less than the $149 Novo sells the branded pill for. Novo Nordisk and chief rival Eli Lilly stock dropped on the news, while Hims shares jumped.

image for news Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill

AstraZeneca to Report Q4 Earnings: What's in Store for the Stock? — Positive

AZN   Zacks Investment Research — February 05, 2026

AZN gears up for Q4 results as cancer, diabetes and rare disease drugs drive sales expectations ahead of the Feb. 10 earnings report.

image for news AstraZeneca to Report Q4 Earnings: What's in Store for the Stock?

How Does Broadcom Stock Stack Up Against Its Peers? — Neutral

AVGO   Forbes — February 05, 2026

Broadcom‘s stock has experienced significant growth over the last year, but how does it genuinely measure up against its peers benefiting from the AI and data-center surge? As of 2/4/2026, an in-depth analysis shows excellent free cash flow and robust operating margins, although it has more moderate revenue growth and a high PE ratio in comparison to faster-growing companies, which may confine its potential for growth in a market increasingly focused on AI infrastructure leaders.

image for news How Does Broadcom Stock Stack Up Against Its Peers?

Sony Group Corporation (SONY) Q3 2026 Earnings Call Transcript — Neutral

SONY   Seeking Alpha — February 05, 2026

Sony Group Corporation (SONY) Q3 2026 Earnings Call Transcript

image for news Sony Group Corporation (SONY) Q3 2026 Earnings Call Transcript

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Q4 2025 Earnings Call Transcript — Neutral

BBVA   Seeking Alpha — February 05, 2026

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Q4 2025 Earnings Call Transcript

image for news Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Q4 2025 Earnings Call Transcript

The Metabolic Split: Why Eli Lilly Soars as Novo Stumbles — Neutral

LLY  NVO   MarketBeat — February 05, 2026

The first week of February 2026 will be remembered as the day the pharmaceutical sector's most famous partnership officially dissolved. For years, Eli Lilly and Company NYSE: LLY and Novo Nordisk A/S NYSE: NVO traded in lockstep, their stock charts nearly identical as they raced to supply the world with weight-loss medicines.

image for news The Metabolic Split: Why Eli Lilly Soars as Novo Stumbles

Constellium SE: Excellent Commodity Play With Pass Through Protection — Positive

CSTM   Seeking Alpha — February 05, 2026

Constellium SE (CSTM) earns a Buy rating, leveraging its ability to pass aluminum input costs to customers and capitalize on sector tailwinds. CSTM's Aerospace & Transportation segment drives EBITDA margin expansion, offsetting weaker packaging and automotive performance, with recent guidance raised to $690 million EBITDA for 2025. Shares trade at a 20–25% EV/EBITDA discount to sector median, supported by strong cash flow and disciplined capital allocation, including share buybacks.

image for news Constellium SE: Excellent Commodity Play With Pass Through Protection

Bitcoin & GOOGL CapEx Shakes Markets, Job Weakness Accelerates — Negative

GOOG  GOOGL   Schwab Network — February 05, 2026

Challenger job cuts jumped from 35,000 to 108,000 between reports, a number worth watching according to Kevin Hincks. He points to an uptick in jobless claims adding fog to the employment path ahead.

image for news Bitcoin & GOOGL CapEx Shakes Markets, Job Weakness Accelerates

Alphabet: Spending Plan Doubles, Why It's Not Just An AI Story — Positive

GOOG  GOOGL   Seeking Alpha — February 05, 2026

Alphabet (GOOGL) earns a buy rating, viewed as slightly undervalued after a post-earnings dip despite aggressive FY 2026 AI capex plans. Q4 results exceeded expectations: GAAP EPS $2.82 vs. $2.64 consensus, revenue $113.8B vs. $111.5B, with Google Cloud net sales up 48% YoY. Management guides for $175–$185B capex focused on AI and cloud, with EPS growth expected to slow to 5% in 2026 before rebounding to mid-teens.

image for news Alphabet: Spending Plan Doubles, Why It's Not Just An AI Story

The amount of power AI needs is keeping Google's CEO up at night. 🌙 — Negative

GOOG  GOOGL   Yahoo Finance — February 05, 2026

The amount of power AI needs is keeping Google's CEO up at night. 🌙

image for news The amount of power AI needs is keeping Google's CEO up at night. 🌙

Embrace Home Loans to Provide Home Mortgages to Amalgamated Bank's Customers — Neutral

AMAL   GlobeNewsWire — February 05, 2026

Agreement ensures Amalgamated customers receive seamless access to home financing options Agreement ensures Amalgamated customers receive seamless access to home financing options

image for news Embrace Home Loans to Provide Home Mortgages to Amalgamated Bank's Customers

VivoPower to advise and support KWeather in procuring Ripple Lab shares, including some on its own balance sheet Balance of Ripple Lab shares held by VivoPower to be economically acquired by Lean Ventures VivoPower confirms it has not incurred any realized or unrealized losses on digital asset holdings VivoPower to receive $4.3million worth of KWeather shares representing 20% shareholding VivoPower to recycle profits and capital released to concentrate its focus and resources on its data center infrastructure strategy LONDON, Feb. 05, 2026 (GLOBE NEWSWIRE) -- VivoPower International PLC (Nasdaq: VVPR) ("VivoPower" or the "Company"), a leading B Corp-certified global developer …

image for news VivoPower Completes Definitive Agreement with KWeather, Advances Strategic Exit from Digital Asset Holdings with No Realized or Unrealized Losses

Intapp: Collateral Damage In The AI Scare Trade — Negative

INTA   Seeking Alpha — February 05, 2026

Intapp, Inc. fundamentals have strengthened post-Q2 FY26, with no headline metrics under threat and topline resilience confirmed. Despite a nearly 50% share price drop, this decline is disconnected from INTA's fundamentals or valuation and reflects broader SaaS sector rotation. INTA's niche in regulated legal and financial markets insulates it from generalized AI disruption risks facing workflow SaaS peers.

image for news Intapp: Collateral Damage In The AI Scare Trade

Alphabet stock (NASDAQ: GOOGL) plunged over 7% in the pre-market trading on Thursday, despite beating revenue and profit estimates for the fourth quarter. The sharp sell-off came despite some impressive milestones like cloud and search firing and annual sales topping 400 billion dollars for the first time.

image for news Why did Alphabet stock tumble 7% after earnings despite beating estimates?

ConnectOne: Margin Improvement Provides Further Upside — Positive

CNOB   Seeking Alpha — February 05, 2026

ConnectOne Bancorp remains a buy, supported by merger synergies, improved margins, and robust credit quality post-FLIC acquisition. CNOB's enhanced deposit base and reduced reliance on high-cost funding have driven NIM expansion, with further gains expected from anticipated Fed rate cuts. Loan growth guidance of 3-5% for 2026 appears achievable, underpinned by a $600 million pipeline and favorable CRE trends.

image for news ConnectOne: Margin Improvement Provides Further Upside

Albemarle to Post Q4 Earnings: What's in the Offing for the Stock? — Positive

ALB   Zacks Investment Research — February 05, 2026

ALB is likely to have gained from its cost and productivity actions, higher volumes and a recovery in lithium prices in Q4.

image for news Albemarle to Post Q4 Earnings: What's in the Offing for the Stock?

SLB Secures $1.5 Billion Contract for Mutriba Field Development — Neutral

SLB   Zacks Investment Research — February 05, 2026

SLB secures a $1.5 billion, five-year contract from Kuwait Oil Company to design and manage production at the complex Mutriba oil field in Kuwait.

image for news SLB Secures $1.5 Billion Contract for Mutriba Field Development

3 Solid Stocks to Buy on Steady Growth in Restaurant Sales — Positive

ARMK  BJRI  EAT   Zacks Investment Research — February 05, 2026

Restaurant sales are rising as diners keep eating out, lifting ARMK, EAT and BJRI stocks on steady growth.

image for news 3 Solid Stocks to Buy on Steady Growth in Restaurant Sales