Organon Completes Divesture of JADA System to Laborie Medical — Positive

OGN   Zacks Investment Research — January 29, 2026

OGN completes JADA System divestiture to Laborie for up to $465M, bolstering its balance sheet and backing debt reduction to fund women's health growth.

image for news Organon Completes Divesture of JADA System to Laborie Medical

Mastercard's Q4 Earnings Beat on Strong GDV, Cross-Border Volume — Positive

MA   Zacks Investment Research — January 29, 2026

MA's Q4 earnings soar past estimates as cross-border volumes, GDV and value-added services drive strong top-line growth.

image for news Mastercard's Q4 Earnings Beat on Strong GDV, Cross-Border Volume

Microsoft Drops After Earnings—Why the Bull Case Holds — Positive

MSFT   MarketBeat — January 29, 2026

Microsoft 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.

image for news Microsoft Drops After Earnings—Why the Bull Case Holds

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image for news 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

Microsoft 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.

image for news Microsoft outlook leaves analysts split after earnings beat as capex and AI returns questioned

Valero Energy: Solid Q4 Is Reflected In Valuation — Positive

VLO   Seeking Alpha — January 29, 2026

Valero Energy: Solid Q4 Is Reflected In Valuation

image for news 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, 2026

WisdomTree 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.

image for news GDMN Outperforms Gold In 2025 And Early 2026: Mining Stocks Provide Leverage

Gold, Silver and Copper reach new highs amid record rally — Positive

CPER  JJC   CNBC Television — January 29, 2026

CNBC's Pippa Stevens reports on news regarding the metals trade.

image for news Gold, Silver and Copper reach new highs amid record rally

Will AngloGold Ashanti's Expansion Strategy Fuel Long-Term Growth? — Positive

AU   Zacks Investment Research — January 29, 2026

AU expands via the Augusta deal and brownfields investment, aiming to extend the mine life and lift output as spending rises at Geita.

image for news Will AngloGold Ashanti's Expansion Strategy Fuel Long-Term Growth?

Virtu Financial Posts Impressive Q4 Earnings on Market-Making Strength — Positive

VIRT   Zacks Investment Research — January 29, 2026

VIRT posts a strong Q4 as market-making revenues surge, lifting adjusted EPS to $1.85 and net trading income to $613.4M.

image for news Virtu Financial Posts Impressive Q4 Earnings on Market-Making Strength

Franklin Financial Q4 Earnings Rise Y/Y on Loan Growth, Higher Margins — Positive

FRAF   Zacks Investment Research — January 29, 2026

FRAF posts strong earnings growth on higher net interest income and loan expansion, though shares have trailed the broader market over the past month.

image for news Franklin Financial Q4 Earnings Rise Y/Y on Loan Growth, Higher Margins

Coda Octopus Group, Inc. (CODA) Q4 2025 Earnings Call Transcript — Neutral

CODA   Seeking Alpha — January 29, 2026

Coda Octopus Group, Inc. (CODA) Q4 2025 Earnings Call Transcript

image for news Coda Octopus Group, Inc. (CODA) Q4 2025 Earnings Call Transcript

Meritage Homes Corporation (MTH) Q4 2025 Earnings Call Transcript — Neutral

MTH   Seeking Alpha — January 29, 2026

Meritage Homes Corporation (MTH) Q4 2025 Earnings Call Transcript

image for news Meritage Homes Corporation (MTH) Q4 2025 Earnings Call Transcript

The Sherwin-Williams Company (SHW) Q4 2025 Earnings Call Transcript — Neutral

SHW   Seeking Alpha — January 29, 2026

The Sherwin-Williams Company (SHW) Q4 2025 Earnings Call Transcript

image for news The 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, 2026

AXIS Capital Holdings Limited (AXS) Q4 2025 Earnings Call Transcript

image for news AXIS Capital Holdings Limited (AXS) Q4 2025 Earnings Call Transcript

Synchrony Financial Stock Could Rally Back Near Record Peak — Positive

SYF   Schaeffers Research — January 29, 2026

This commentary first appeared on Forbes Great Speculations , where Schaeffer's Investment Research is a regular contributor.

image for news Synchrony Financial Stock Could Rally Back Near Record Peak

Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare — Neutral

AMZN  WMT   PYMNTS — January 29, 2026

Amazon 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.

image for news Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare

Ameriprise Stock Gains on Q4 Earnings Beat as Revenues & AUM Grow Y/Y — Positive

AMP   Zacks Investment Research — January 29, 2026

AMP 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.

image for news Ameriprise Stock Gains on Q4 Earnings Beat as Revenues & AUM Grow Y/Y

WM Earnings Miss Estimates in Q4, Revenues Rise 14% Y/Y — Neutral

WM   Zacks Investment Research — January 29, 2026

WM 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.

image for news WM Earnings Miss Estimates in Q4, Revenues Rise 14% Y/Y

Exxon Earnings Are Coming. The Stock Is Pricing in Big Growth. — Neutral

XOM   Barrons — January 29, 2026

Shares are at record highs even as analysts trim profit forecasts, putting pressure on Exxon to show how it will deliver long-term growth.

image for news Exxon Earnings Are Coming. The Stock Is Pricing in Big Growth.