These 3 Software Stocks Could Deliver Outsized Returns This Year — Positive
MSFT NOW RZLV 24/7 Wall Street — January 21, 2026Some of the best returns in the stock market have come from software stocks. These tech companies can scale to serve more customers while enjoying annual recurring revenue models.
KLAR Investors Have Opportunity to Lead Klarna Group plc Securities Fraud Lawsuit with the Schall Law Firm — Neutral
KLAR GlobeNewsWire — January 21, 2026LOS ANGELES, Jan. 21, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, announces the filing of a class action lawsuit against Klarna Group plc (“Klarna” or “the Company”) (NYSE: KLAR) for violations of the federal securities laws. Investors who purchased the Company's securities pursuant and/or traceable to the Company's Offering Documents issued in connection with its initial public offering (“IPO”) conducted on September 10, 2025 are encouraged to contact the firm before February 20, 2026.
Travelers Q4 Earnings Beat on Strong Net Investment Income — Positive
TRV Zacks Investment Research — January 21, 2026TRV's Q4 results reflect higher underlying underwriting gain, improved net investment income, and higher net favorable prior year reserve development.
Zacks Initiates Coverage of MSGM With Outperform Recommendation — Positive
MSGM Zacks Investment Research — January 21, 2026Discover why Zacks, being the first on Wall Street to initiate the stock coverage, rates Motorsport Games as "Outperform." Explore how MSGM is rebuilding profitability around Le Mans Ultimate, adding recurring revenues and targeting growth despite key risks.
The RMR Group Appoints Peter Welch as Senior Vice President to Lead International Capital Formation — Neutral
RMR Business Wire — January 21, 2026NEWTON, Mass.--(BUSINESS WIRE)--The RMR Group (Nasdaq: RMR) today announced that Peter Welch has been appointed Senior Vice President and Head of International. In this newly created role, Mr. Welch will be responsible for expanding RMR's international brand and relationships with global institutional capital partners. He will focus exclusively on RMR and its managed clients, working to support RMR's capital formation initiatives and long-term strategic objectives. Mr. Welch's role will complem.
Boeing: Why Production, Not Valuation, Is The Real Story Now — Positive
BA Seeking Alpha — January 21, 2026Boeing ended 2025 with robust order inflow and its highest annual deliveries since 2018, signaling a credible production recovery. December orders reached 175 units, driven by Alaska Airlines, with net orders for the year at 1,075 units valued at $114.6 billion. BA's delivery ramp is supported by increasing 737 MAX and 787 production rates, with a sustainable path to 700 jets in 2026.
PPG recognized on Fortune magazine's ‘World's Most Admired Companies' list for 18th consecutive year — Neutral
PPG Business Wire — January 21, 2026PITTSBURGH--(BUSINESS WIRE)--PPG (NYSE:PPG) today announced that it was recognized by Fortune magazine on its World's Most Admired Companies List for the 18th year in a row. The list, considered the ultimate corporate reputation indicator, identifies the largest, best-regarded companies across 51 industries as voted on by industry peers. PPG ranked No. 2 in the chemicals industry, retaining its spot for the third consecutive year. In the individual categories, PPG earned its highest marks in gl.
Netflix Stock Hasn't Impressed Investors Lately. Its Deal for Warner Bros. — Neutral
NFLX Investopedia — January 21, 2026Investors are scrutinizing Netflix's results more closely than ever. They don't like what they see.
DELL's Strong Partner Network Drives Up ISG Growth: What's Ahead? — Positive
DELL Zacks Investment Research — January 21, 2026Dell Technologies partner network powers record ISG revenue, surging AI server orders and backlog, with Q4 revenue outlook signaling strong growth.
MRVL vs. LITE: Which AI Connectivity Stock is a Safer Bet? — Positive
LITE MRVL Zacks Investment Research — January 21, 2026AI data-center connectivity favors Lumentum Holdings over Marvell Technology as optical demand, margins, and revenue surge while balance-sheet risk clouds rivals.
Halliburton Company (HAL) Q4 2025 Earnings Call Transcript — Neutral
HAL Seeking Alpha — January 21, 2026Halliburton Company (HAL) Q4 2025 Earnings Call Transcript
JPMorgan CEO Jamie Dimon discusses AI risks and advantages to society — Neutral
JPM Yahoo Finance — January 21, 2026JPMorgan Chase CEO Jamie Dimon discusses AI technology, including use cases in banking, interaction with customers, and jobs. #youtube #JPMorgan #jamiedimon About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
SAP SE is being sold off on AI disruption fears, yet it still runs the core operating systems of global enterprises, with ~98% renewal rates and deeply embedded, mission-critical workflows. AI does not replace SAP's role as a system of record. Instead, it plugs into SAP's harmonized data layer, reinforcing switching costs and accelerating cloud adoption rather than destroying the business. With cloud revenue growing ~10–12%, backlog targeted at +26%, and margins trending toward 26–27%, SAP looks like a misunderstood 2026 contrarian play — not a broken software story.
These Analysts Boost Their Forecasts On Interactive Brokers Group After Better-Than-Expected Q4 Earnings — Positive
IBKR Benzinga — January 21, 2026Interactive Brokers Group, Inc. (NASDAQ: IBKR) posted upbeat earnings for the fourth quarter on Tuesday.
CLASS ACTION NOTICE: Berger Montague Advises Varonis Systems, Inc. (VRNS) Investors to Inquire About a Securities Fraud Class Action — Neutral
VRNS Newsfile Corp — January 21, 2026Philadelphia, Pennsylvania--(Newsfile Corp. - January 21, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS) ("Varonis" or the "Company") on behalf of investors who purchased or otherwise acquired Varonis securities during the period of February 4, 2025 through October 28, 2025 (the "Class Period"). Investor Deadline: Investors who purchased Varonis securities during the Class Period may, no later than March 9, 2026, seek to be appointed as a lead plaintiff representative of the class.
Nvidia, Broadcom, Marvell Poised To Benefit From AI-Driven Semiconductor Upswing, JPMorgan Says — Positive
AVGO MRVL NVDA Benzinga — January 21, 2026JPMorgan analyst Harlan Sur, in a note on Wednesday, said the semiconductor and semiconductor capital equipment group is entering the fourth quarter of 2025 earnings season with AI-driven demand and improving cyclical trends that should keep fundamentals supportive into 2026.
FRMI INVESTOR DEADLINE: Fermi Inc. Investors with Substantial Losses Have Opportunity to Lead the Fermi Class Action Lawsuit — Neutral
FRMI Newsfile Corp — January 21, 2026San Diego, California--(Newsfile Corp. - January 21, 2026) - The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Fermi Inc. (NASDAQ: FRMI): (i) common stock pursuant and/or traceable to the registration statement and prospectus issued in connection with Fermi's October 2025 initial public offering (the "IPO"); and/or (ii) securities between October 1, 2025 and December 11, 2025, inclusive (the "Class Period"), have until March 6, 2026 to seek appointment as lead plaintiff of the Fermi class action lawsuit. Captioned Lupia v.
FAST Growth But High Priced: Fastenal Remains A Hold Following Q4 2025 Earnings — Positive
FAST Seeking Alpha — January 21, 2026Fastenal (FAST) delivered strong double-digit sales growth and operating margin expansion by targeting larger, high-value customers and expanding contract signings. Despite gross margin contraction, FAST's shift to larger accounts is intentional, trading gross margin for operating leverage and higher-quality recurring revenue. Scenario analysis suggests current valuation requires near-flawless execution; even optimistic forecasts yield only modest total returns unless premium multiples persist.
SmartFinancial, Inc. (SMBK) Q4 2025 Earnings Call Transcript — Neutral
SMBK Seeking Alpha — January 21, 2026SmartFinancial, Inc. (SMBK) Q4 2025 Earnings Call Transcript