Verizon: 'Winning Responsibly' Could Prove More Costly Than Expected — Positive
VZ Seeking Alpha — January 30, 2026Verizon Communications Inc. is pursuing aggressive transformation under new CEO Dan Schulman's leadership, focusing on subscriber growth and maintaining dividends amid execution risks. VZ's Q4 2025 earnings outperformance, underscored by the sharp rebound in 616,000 wireless postpaid phone net adds, alongside its strong 2026 earnings guidance and $25 billion buyback program, are encouraging. However, a deeper dive into Verizon's current unit economics and the implications of its latest Frontier acquisition expose durability risks to its near-term earnings visibility.
DALLAS, Jan. 30, 2026 /PRNewswire/ -- Reddy Ice, LLC ("Reddy Ice") today announced an agreement to acquire Arctic Glacier, LLC, a North American provider of premium ice products and services, from Carlyle (NASDAQ: CG). Terms of the transaction were not disclosed.
Equifax Set to Report Q4 Earnings: Here's What Investors Should Know — Neutral
EFX Zacks Investment Research — January 30, 2026EFX to report fourth-quarter 2025 earnings on Feb. 4, with revenues expected to rise 7.8% y/y to $1.5B even as EPS is likely to dip 3.3%.
Lazard Shares Gain as Q4 Earnings Beat Estimates, AUM Rise Y/Y — Positive
LAZ Zacks Investment Research — January 30, 2026LAZ beats Q4 EPS estimates as advisory and asset management revenues rose y/y, with AUM up despite higher costs.
National Rural Utilities Cooperative Finance Corporation 5.5% SUB NT 64 (NRUC) Q2 2026 Earnings Call Transcript — Neutral
NRUC Seeking Alpha — January 30, 2026National Rural Utilities Cooperative Finance Corporation 5.5% SUB NT 64 (NRUC) Q2 2026 Earnings Call Transcript
Takeda Tests New Highs, But Struggles To Find Entyvio Successor — Positive
TAK Seeking Alpha — January 30, 2026Takeda Pharmaceuticals is downgraded from buy to hold after reaching 52-week highs, with valuation no longer compelling. TAK's Q3 earnings were resilient despite US revenue declining 9.1%; margin improvement and international growth offset generic headwinds. Entyvio remains the key growth driver, but lack of pipeline blockbusters and US weakness limit near-term catalysts.
American Express, credit card provider to the wealthy, wants even more high spenders — Positive
AXP CNBC — January 30, 2026American Express recently shifted marketing dollars to its refreshed Platinum card, which carries an $895 annual fee, and away from no-fee cash back cards, CEO Stephen Squeri said Friday. AmEx's strategy shift is the latest example of the so-called "K-shaped" U.S. economy playing out, in which wealthy consumers continue to spend freely while others rein in their expenses.
Former Google engineer found guilty of espionage and theft of AI tech — Negative
GOOG GOOGL CNBC — January 30, 2026A federal jury found former Google engineer Linwei Ding guilty of stealing trade secretes for Chinese tech companies The Department of Justice accused Ding of uploading internal materials related to Google AI technology to his personal cloud.
Musk's SpaceX Said to Weigh Tie-Up With Tesla or xAI — Positive
TSLA Bloomberg Technology — January 30, 2026SpaceX is said to be considering a potential merger with Tesla or xAI, as Elon Musk weighs how to consolidate his empire. Bloomberg Tech's Ed Ludlow discusses what's at stake on "Bloomberg: The Asia Trade.
Paysafe: Navigating The Deleveraging Tightrope
BELLRING CLASS ACTION LAWSUIT ALERT: Bragar Eagel & Squire, P.C. Urges BellRing Brands Investors with Large Losses to Contact the Firm — Neutral
BRBR GlobeNewsWire — January 30, 2026Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In BellRing (BRBR) To Contact Him Directly To Discuss Their Options
Shares of Microsoft Corporation (NASDAQ: MSFT) are little changed on Friday. That wasn't the case yesterday.
Unity's stock becomes the latest victim of Google's AI ambitions — Negative
GOOG GOOGL U Market Watch — January 30, 2026Google's new Project Genie prototype, which lets users simulate virtual worlds, has gaming investors very worried. But one analyst says their fears are overblown.
ZIONS BANCORPORATION'S BOARD ANNOUNCES APPROVAL OF SHARE REPURCHASE AND DECLARES DIVIDENDS ON COMMON AND PREFERRED STOCK — Neutral
ZION PRNewsWire — January 30, 2026SALT LAKE CITY, Jan. 30, 2026 /PRNewswire/ -- Zions Bancorporation, N.A. (NASDAQ: ZION) announced today that its board of directors ("board") has authorized a share repurchase of up to $75 million of the company's common stock for the first quarter of 2026.
MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI — Negative
META MSFT Schwab Network — January 30, 2026After Microsoft (MSFT), Meta Platforms (META), Tesla (TSLA), and Apple (AAPL) all reported earnings this week, Ali Mogharabi takes investors through the gauntlet of reports and weighs the outlook in the Mag 7. He believes Microsoft demonstrated risks when it comes to the software space while Meta Platforms bolstered its internal AI through advertising.
Ameris Bancorp (ABCB) Q4 2025 Earnings Call Transcript — Neutral
ABCB Seeking Alpha — January 30, 2026Ameris Bancorp (ABCB) Q4 2025 Earnings Call Transcript
Weyerhaeuser Company (WY) Q4 2025 Earnings Call Transcript — Neutral
WY Seeking Alpha — January 30, 2026Weyerhaeuser Company (WY) Q4 2025 Earnings Call Transcript
Brookfield Infrastructure Is Now One Of The Most Important Dividend Growth Stocks — Positive
BIP Seeking Alpha — January 30, 2026Brookfield Infrastructure Is Now One Of The Most Important Dividend Growth Stocks
Imperial Oil Limited (IMO:CA) Q4 2025 Earnings Call Transcript — Neutral
IMO Seeking Alpha — January 30, 2026Imperial Oil Limited (IMO:CA) Q4 2025 Earnings Call Transcript
Citi sees gold supported by risks, with some fading expected later in 2026 — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Reuters — January 30, 2026Gold investment allocations are being underpinned by a broad mix of overlapping geopolitical and economic risks, but around half of the risk may fade later this year, Citi said on Friday.
