Organon Completes Divesture of JADA System to Laborie Medical — Positive
OGN Zacks Investment Research — January 29, 2026OGN completes JADA System divestiture to Laborie for up to $465M, bolstering its balance sheet and backing debt reduction to fund women's health growth.
Mastercard's Q4 Earnings Beat on Strong GDV, Cross-Border Volume — Positive
MA Zacks Investment Research — January 29, 2026MA's Q4 earnings soar past estimates as cross-border volumes, GDV and value-added services drive strong top-line growth.
Microsoft Drops After Earnings—Why the Bull Case Holds — Positive
MSFT MarketBeat — January 29, 2026Microsoft Corp. NASDAQ: MSFT was one of the first “Magnificent 7” stocks to report earnings this season. Despite beating on the top and bottom lines, concerns about the return on investment from Microsoft's robust capital expenditures (CapEx) plans have sent the stock plummeting.
BBWI Class Action Lawsuit Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Bath & Body Works, Inc. (BBWI) Investors that a Securities Fraud Class Action Lawsuit Has Been Filed — Neutral
BBWI PRNewsWire — January 29, 2026Were 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.
Microsoft outlook leaves analysts split after earnings beat as capex and AI returns questioned — Neutral
MSFT Proactive Investors — January 29, 2026Microsoft Corp (NASDAQ:MSFT)'s latest quarterly earnings drew a mixed reaction from analysts, as strong revenue growth driven by Azure and artificial intelligence was tempered by concerns over heavy capital spending and the pace at which AI investments are translating into earnings growth. The company reported December-quarter revenue of $81.27 billion, beating Wall Street estimates of $80.28 billion, while earnings per share also topped expectations.
Valero Energy: Solid Q4 Is Reflected In Valuation
GDMN Outperforms Gold In 2025 And Early 2026: Mining Stocks Provide Leverage — Positive
AAAU BAR GDMN GLD GLDM IAU IAUM OUNZ SGOL Seeking Alpha — January 29, 2026WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ETF has dramatically outperformed gold and peer ETFs during gold's parabolic rally. GDMN's leveraged mix of gold miners and gold futures drove a 226% gain in 2025 and 58.3% in early 2026, surpassing GDX and GDXJ. With gold above $5,300, risk has become unacceptable; I recommend taking profits or using stops to protect capital.
Gold, Silver and Copper reach new highs amid record rally — Positive
CPER JJC CNBC Television — January 29, 2026CNBC's Pippa Stevens reports on news regarding the metals trade.
Will AngloGold Ashanti's Expansion Strategy Fuel Long-Term Growth? — Positive
AU Zacks Investment Research — January 29, 2026AU expands via the Augusta deal and brownfields investment, aiming to extend the mine life and lift output as spending rises at Geita.
Virtu Financial Posts Impressive Q4 Earnings on Market-Making Strength — Positive
VIRT Zacks Investment Research — January 29, 2026VIRT posts a strong Q4 as market-making revenues surge, lifting adjusted EPS to $1.85 and net trading income to $613.4M.
Franklin Financial Q4 Earnings Rise Y/Y on Loan Growth, Higher Margins — Positive
FRAF Zacks Investment Research — January 29, 2026FRAF posts strong earnings growth on higher net interest income and loan expansion, though shares have trailed the broader market over the past month.
Coda Octopus Group, Inc. (CODA) Q4 2025 Earnings Call Transcript — Neutral
CODA Seeking Alpha — January 29, 2026Coda Octopus Group, Inc. (CODA) Q4 2025 Earnings Call Transcript
Meritage Homes Corporation (MTH) Q4 2025 Earnings Call Transcript — Neutral
MTH Seeking Alpha — January 29, 2026Meritage Homes Corporation (MTH) Q4 2025 Earnings Call Transcript
The Sherwin-Williams Company (SHW) Q4 2025 Earnings Call Transcript — Neutral
SHW Seeking Alpha — January 29, 2026The Sherwin-Williams Company (SHW) Q4 2025 Earnings Call Transcript
AXIS Capital Holdings Limited (AXS) Q4 2025 Earnings Call Transcript — Neutral
AXS Seeking Alpha — January 29, 2026AXIS Capital Holdings Limited (AXS) Q4 2025 Earnings Call Transcript
Synchrony Financial Stock Could Rally Back Near Record Peak — Positive
SYF Schaeffers Research — January 29, 2026This commentary first appeared on Forbes Great Speculations , where Schaeffer's Investment Research is a regular contributor.
Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare — Neutral
AMZN WMT PYMNTS — January 29, 2026Amazon and Walmart are battling on two of the largest, most habitual spending categories in the U.S. economy: grocery and healthcare. The two largest retailers in the U.S. are rethinking the role of physical presence in an era defined by logistics, data and services.
Ameriprise Stock Gains on Q4 Earnings Beat as Revenues & AUM Grow Y/Y — Positive
AMP Zacks Investment Research — January 29, 2026AMP shares jump in pre-market trading after Q4 earnings beat estimates, with adjusted EPS up 16% y/y as revenues, and record AUM and AUA climb.
WM Earnings Miss Estimates in Q4, Revenues Rise 14% Y/Y — Neutral
WM Zacks Investment Research — January 29, 2026WM fourth-quarter 2025 earnings and revenue miss estimates despite y/y growth in both metrics, with a mixed segment performance and upbeat cash flow results.
Exxon Earnings Are Coming. The Stock Is Pricing in Big Growth. — Neutral
XOM Barrons — January 29, 2026Shares are at record highs even as analysts trim profit forecasts, putting pressure on Exxon to show how it will deliver long-term growth.