Walt Disney Co (NYSE:DIS) shares are down 7.2% to trade at $104.68, despite posting better-than-expected fiscal first quarter results.
Charter Communications: Way Too Cheap At 6x P/E (Upgrade) — Positive
CHTR Seeking Alpha — February 02, 2026Charter Communications is a "Strong Buy" due to robust cash flows, aggressive buybacks, and a depressed 6.3x forward P/E. CHTR's broadband subscriber losses are moderating, while mobile lines grew 19% YoY and video returned to net adds in Q4. Mobile growth and bundling drive broadband retention, with a renewed Verizon MVNO deal and network upgrades supporting future growth.
Xerox Holdings Stock Rises 7.4% Since Q4 Earnings Release — Neutral
XRX Zacks Investment Research — February 02, 2026XRX shares jump 7.4% after the company misses Q4 earnings and revenue estimates, with a wider loss but strong year-over-year revenue growth.
Novo Nordisk says CagriSema outperforms semaglutide in late-stage trial of type-2 diabetes patients — Positive
NVO Reuters — February 02, 2026Novo Nordisk said on Monday its experimental next-generation weight-loss drug CagriSema reduced blood sugar levels and body weight more than semaglutide alone in a late-stage trial of patients with type 2 diabetes.
Current Chemicals Launches as Independent Specialty Materials Manufacturer, Building on 75-Year GE Legacy with Backing from Momentum Global Ventures — Neutral
GE Business Wire — February 02, 2026CLEVELAND--(BUSINESS WIRE)--Current Chemicals Launches as Independent Specialty Materials Manufacturer, Building on 75-Year GE Legacy with Backing from Momentum Global Ventures.
Tesla: A Musk Empire Is The Latest Upside Catalyst — Positive
TSLA Seeking Alpha — February 02, 2026Tesla, Inc. retains a Buy rating, supported by robust technicals and anticipated revenue and EPS growth. Tesla is transitioning toward AI and energy, with Optimus and Robotaxi projects as key future value drivers. Despite premium valuation and recent EPS downgrades, catalysts like a potential Musk mega-merger and new product ramps support upside.
Amkor Technology (AMKR) Reports Next Week: What Awaits? — Neutral
AMKR Zacks Investment Research — February 02, 2026Amkor Technology (AMKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
PowerFleet (AIOT) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release — Positive
AIOT Zacks Investment Research — February 02, 2026PowerFleet (AIOT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Cleveland-Cliffs (CLF) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release — Positive
CLF Zacks Investment Research — February 02, 2026Cleveland-Cliffs (CLF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Earnings Preview: Becton Dickinson (BDX) Q1 Earnings Expected to Decline — Negative
BDX Zacks Investment Research — February 02, 2026Becton Dickinson (BDX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Cincinnati Financial (CINF) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release — Positive
CINF Zacks Investment Research — February 02, 2026Cincinnati Financial (CINF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Silvercorp (SVM) Reports Next Week: Wall Street Expects Earnings Growth — Positive
SVM Zacks Investment Research — February 02, 2026Silvercorp (SVM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Analysts Estimate Corebridge Financial (CRBG) to Report a Decline in Earnings: What to Look Out for — Negative
CRBG Zacks Investment Research — February 02, 2026Corebridge (CRBG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
CNA Financial (CNA) Expected to Beat Earnings Estimates: Should You Buy? — Positive
CNA Zacks Investment Research — February 02, 2026CNA Financial (CNA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TPG Inc. (TPG) Earnings Expected to Grow: Should You Buy? — Neutral
TPG Zacks Investment Research — February 02, 2026TPG Inc. (TPG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Arch Capital Group (ACGL) Reports Next Week: Wall Street Expects Earnings Growth — Positive
ACGL Zacks Investment Research — February 02, 2026Arch Capital (ACGL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
iBio, Inc. (IBIO) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release — Positive
IBIO Zacks Investment Research — February 02, 2026iBio (IBIO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Applied Materials has experienced exceptional rallies, achieving gains of over 30% in less than two months on 14 separate occasions, especially in 2020 and 2025. On four instances, its stock jumped more than 50% within a comparable timeframe, showcasing strong upward momentum.
Gold investors are rattled, but the selloff will build a stronger foundation - Metals Focus — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — February 02, 2026Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Oracle plans up to $50B fundraising to expand cloud infrastructure — Positive
ORCL Proactive Investors — February 02, 2026Oracle Corp (NYSE:ORCL, XETRA:ORC) announced plans to raise $45 billion to $50 billion in 2026 to finance the expansion of its Oracle Cloud Infrastructure business. The company said the fundraising is intended to support additional capacity to meet contracted demand from major customers, including AMD, Meta, NVIDIA, OpenAI, TikTok, and xAI.
