Credo shares have continued to drop. Down more than 50% from recent highs, I think current levels present an opportunity. Strong growth, margin expansion, and attractive valuation make me a buyer.
Brandywine Realty Trust (BDN) Q4 2025 Earnings Call Transcript — Neutral
BDN Seeking Alpha — February 04, 2026Brandywine Realty Trust (BDN) Q4 2025 Earnings Call Transcript
IDEX Corporation (IEX) Q4 2025 Earnings Call Transcript — Neutral
IEX Seeking Alpha — February 04, 2026IDEX Corporation (IEX) Q4 2025 Earnings Call Transcript
Halper Sadeh LLC Encourages SLAB and WBS Shareholders to Contact the Firm to Discuss Their Rights — Neutral
SLAB WBS PRNewsWire — February 04, 2026Shareholders should contact the firm as there may be limited time to enforce your rights. NEW YORK, Feb. 4, 2026 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to: Silicon Laboratories Inc. (NASDAQ: SLAB)'s sale to Texas Instruments for $231.00 per share in cash.
Adobe Stock (NASDAQ: ADBE) experienced a 7% decline yesterday, closing at $272. The stock is now 40% lower than its peak in December 2021 and is near its 52-week lows.
INVESTOR NOTICE: SLM Corporation a/k/a Sallie Mae (SLM) Investors with Significant Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces — Neutral
SLM PRNewsWire — February 04, 2026SAN DIEGO, Feb. 4, 2026 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that investors in SLM Corporation a/k/a Sallie Mae (NASDAQ: SLM; SLMBP) securities between July 25, 2025 and August 14, 2025, inclusive (the "Class Period"), have until Tuesday, February 17, 2026 to seek appointment as lead plaintiff of the SLM class action lawsuit. Captioned Zappia v.
Vishay Intertechnology Introduces New Commercial and Automotive Grade Power Inductors in the Compact 0806 and 1210 Case Sizes — Neutral
VSH GlobeNewsWire — February 04, 2026Space-Saving Devices Offer High Temperature Operation to +165 °C, Increase Efficiency With Inductance Values Up to 4.70 µH and DCR Down to 6.6 mΩ Space-Saving Devices Offer High Temperature Operation to +165 °C, Increase Efficiency With Inductance Values Up to 4.70 µH and DCR Down to 6.6 mΩ
Reservoir Media, Inc. (RSVR) Q3 2026 Earnings Call Transcript — Neutral
RSVR Seeking Alpha — February 04, 2026Reservoir Media, Inc. (RSVR) Q3 2026 Earnings Call Transcript
Johnson Controls International plc (JCI) Q1 2026 Earnings Call Transcript — Neutral
JCI Seeking Alpha — February 04, 2026Johnson Controls International plc (JCI) Q1 2026 Earnings Call Transcript
Corteva, Inc. (CTVA) Q4 2025 Earnings Call Transcript — Neutral
CTVA Seeking Alpha — February 04, 2026Corteva, Inc. (CTVA) Q4 2025 Earnings Call Transcript
Silgan Holdings Inc. (SLGN) Q4 2025 Earnings Call Transcript — Neutral
SLGN Seeking Alpha — February 04, 2026Silgan Holdings Inc. (SLGN) Q4 2025 Earnings Call Transcript
Between November 5, 2025, and February 3, 2026, Intuit (INTU)'s stock decreased by 34% despite moderate increases in its revenue and margins. The pullback comes amid broader investor skepticism toward software names exposed to small and mid-sized businesses, as well as heightened sensitivity to valuation risk following a multi-year period of premium multiples.
INVESTOR ALERT: Ardent Health, Inc. (ARDT) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces — Neutral
ARDT GlobeNewsWire — February 04, 2026SAN DIEGO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Ardent Health, Inc. (NYSE: ARDT) securities between July 18, 2024 and November 12, 2025, inclusive (the “Class Period”), have until Monday, March 9, 2026 to seek appointment as lead plaintiff of the Ardent Health class action lawsuit. Captioned Postiwala v.
Novo Nordisk: My Certainties Swept Away By A Quarterly Report (Downgrade) — Negative
NVO Seeking Alpha — February 04, 2026Novo Nordisk A/S faces disappointing 2026 guidance, projecting a 5–13% revenue and operating profit decline despite Wegovy pill adoption. Margin pressure arises as the oral Wegovy pill is costlier to produce and priced lower than injectables, compressing profitability even amid surging demand. US pricing pressure, currency headwinds, and competition from Eli Lilly compound risks, pushing NVO's FWD price/FCF multiple to 33x amid deteriorating fundamentals.
TQQQ: Not The Right Time, Wait For The QQQ Rally To Resume — Neutral
QQQ TQQQ Seeking Alpha — February 04, 2026ProShares UltraPro QQQ ETF offers 3x daily leveraged exposure to the Nasdaq-100, amplifying both gains and risks. TQQQ's structure relies on swaps and daily rebalancing, causing value erosion during volatility or in sideways markets. I rate TQQQ a Hold, favoring entry only when QQQ establishes a firm upward trend after its current sideways movement.
Algonquin Power remains a 'BUY' for 2026E, driven by its transition to a regulated utility model and robust debt reduction. AQN's 4.1% yield, BBB rating, and strong dividend coverage support its investment case despite sector overvaluation and limited upside. Recent rate case wins and asset sales have improved leverage, with 20% earnings growth expected in 2026 and 2027.
AMD CEO Lisa Su: 'AI is accelerating at a pace that I would not have imagined' — Positive
AMD CNBC Television — February 04, 2026AMD CEO Lisa Su defended the company's earnings results and forecast and said that “AI is accelerating at a pace that I would not have imagined.” Su said the chipmaker has seen a step up in demand and its data center business over the last two to three months.
Palantir is the highest-quality name in software but trades at a 10x valuation premium to peers. PLTR posted 70% YoY revenue growth, 41% GAAP operating margins, and guides for continued acceleration. I expect the company to challenge Microsoft for the title of the most profitable software company.
Yum! Brands reports modest fourth quarter earnings beat — Positive
YUM Proactive Investors — February 04, 2026Yum! Brands Inc (NYSE:YUM) reported fourth quarter 2025 earnings that modestly exceeded Wall Street expectations, with shares little changed in early trading.