NXP Semiconductors (NXPI) Just Overtook the 20-Day Moving Average — Positive
NXPI Zacks Investment Research — January 29, 2026After reaching an important support level, NXP Semiconductors (NXPI) could be a good stock pick from a technical perspective. NXPI surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
Down 11.2% in 4 Weeks, Here's Why You Should You Buy the Dip in Lyft (LYFT) — Positive
LYFT Zacks Investment Research — January 29, 2026The heavy selling pressure might have exhausted for Lyft (LYFT) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
After Plunging 8.4% in 4 Weeks, Here's Why the Trend Might Reverse for Hanmi Financial (HAFC) — Negative
HAFC Zacks Investment Research — January 29, 2026Hanmi Financial (HAFC) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
V2X and Amazon to Partner on Smart Warehousing and Global Logistics Automation — Neutral
VVX PRNewsWire — January 29, 2026RESTON, Va., Jan. 29, 2026 /PRNewswire/ -- V2X, Inc. (NYSE: VVX) today announced a key strategic partnership with Amazon to deliver smart warehousing and automation technologies to the companies' mutual U.S. Government customers to support a diverse and global mission set.
Microsoft Q2: Non‑Obvious Risks Hiding Behind The AI Boom — Negative
MSFT Seeking Alpha — January 29, 2026A large share of Microsoft Corporation's commercial RPO is concentrated in OpenAI, which can be a risk given that customer's cash-burning, unprofitable, capital-infusion reliant status. AI infrastructure spending is shifting Microsoft's business mix toward lower-margin hardware, driving sustained declines in Microsoft Cloud and consolidated gross margins. MSFT's heavy capex on short-lived GPUs and CPUs, combined with long depreciation lives, may understate future capex needs and pressure already declining free cash flow margins.
Nvidia (NASDAQ: NVDA) opened today's trading session on a positive note, reportedly in talks to invest $30 billion in OpenAI.
Mastercard beats quarterly profit estimates on cross-border, services growth — Positive
MA Proactive Investors — January 29, 2026Mastercard Inc (NYSE:MA) reported fourth-quarter adjusted profit that topped Wall Street expectations, helped by strong growth in cross-border spending and a sharp increase in revenue from value-added services such as cybersecurity. The payments processor posted adjusted earnings per share of $4.76 for the quarter ended December 31, compared with analysts' expectations of about $4.22 to $4.25.
What Went Wrong With Microsoft and Why Its Down Big Today — Positive
MSFT 24/7 Wall Street — January 29, 2026Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat Wall Street estimates but failed to satisfy investor expectations around Azure cloud growth and AI infrastructure spending.
Lam Research Q2 Earnings Surpass Expectations, Revenues Rise Y/Y — Positive
LRCX Zacks Investment Research — January 29, 2026LRCX beats Q2 estimates as earnings surge 39.6% Y/Y and revenues jump 22%, backed by strong customer support revenue growth and upbeat guidance.
Compared to Estimates, Nasdaq (NDAQ) Q4 Earnings: A Look at Key Metrics — Positive
NDAQ Zacks Investment Research — January 29, 2026Although the revenue and EPS for Nasdaq (NDAQ) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Is It Worth Investing in Modine (MOD) Based on Wall Street's Bullish Views? — Positive
MOD Zacks Investment Research — January 29, 2026When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Lam Research (LRCX) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates — Neutral
LRCX Zacks Investment Research — January 29, 2026While the top- and bottom-line numbers for Lam Research (LRCX) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Wall Street Bulls Look Optimistic About Energy Transfer LP (ET): Should You Buy? — Neutral
ET Zacks Investment Research — January 29, 2026The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Wall Street Analysts Think NextEra (NEE) Is a Good Investment: Is It? — Neutral
NEE Zacks Investment Research — January 29, 2026The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Is Dutch Bros (BROS) a Buy as Wall Street Analysts Look Optimistic? — Positive
BROS Zacks Investment Research — January 29, 2026Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Dover (DOV) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates — Positive
DOV Zacks Investment Research — January 29, 2026Although the revenue and EPS for Dover (DOV) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Wall Street Bulls Look Optimistic About Roku (ROKU): Should You Buy? — Positive
ROKU Zacks Investment Research — January 29, 2026Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Compared to Estimates, A.O. Smith (AOS) Q4 Earnings: A Look at Key Metrics — Neutral
AOS Zacks Investment Research — January 29, 2026While the top- and bottom-line numbers for A.O. Smith (AOS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Wall Street Analysts Think Nice (NICE) Is a Good Investment: Is It? — Neutral
NICE Zacks Investment Research — January 29, 2026The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Is It Worth Investing in Adma Biologics (ADMA) Based on Wall Street's Bullish Views? — Positive
ADMA Zacks Investment Research — January 29, 2026When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?