CIEN Acquires Nubis: How it Turns Buyouts Into Competitive Advantage — Positive
CIEN Zacks Investment Research — January 16, 2026Ciena buys Nubis for $270 million to boost AI-ready data center interconnects, aiming for faster, efficient and scalable connectivity.
Hub Group: Decent Upside Even Under Conservative Assumptions — Positive
HUBG Seeking Alpha — January 16, 2026I rate Hub Group a buy, citing visible catalysts, operating leverage, and attractive valuation. The pending Union Pacific–Norfolk Southern merger is a structural catalyst, positioning HUBG to capture long-haul rail share with minimal incremental capex. HUBG's fixed cost structure and excess container capacity enable high incremental margins as the freight cycle recovers.
AB InBev vs. Boston Beer: Which Brewer is a Better Investment Now? — Negative
BUD SAM Zacks Investment Research — January 16, 2026BUD and SAM highlight contrasting growth paths as premiumization, digital scale and category headwinds shape brewer fundamentals.
INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of DeFi Technologies — Neutral
DEFT Newsfile Corp — January 16, 2026Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In DeFi Technologies To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in DeFi Technologies between May 12, 2025 and November 14, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - January 16, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against DeFi Technologies …
Vornado Reports First Lease at Sunset Pier 94 Studios With Paramount — Positive
VNO Zacks Investment Research — January 16, 2026VNO's inaugural 70,000-square-foot lease at Sunset Pier 94 Studios with Paramount highlights diversification and strengthens long-term revenue visibility.
3M Gears Up to Report Q4 Earnings: What's in the Offing? — Positive
MMM Zacks Investment Research — January 16, 2026MMM heads into Q4 earnings with revenue growth expected and margin gains in focus, as strength in Safety and Industrial offsets cost pressures.
TSMC Strong Buy: The AI Supercycle Is Outrunning Chip Supply — Positive
TSM Seeking Alpha — January 16, 2026Taiwan Semiconductor Manufacturing Company Limited delivered strong Q4 results, beating estimates and showcasing robust margin execution amid capacity constraints. TSM's 3nm node ramp and high-performance compute demand drive impressive growth, with 2026 guidance for 30% revenue growth and 25% CAGR through 2029. Significant CapEx increase to $52–$56 billion in 2026 targets advanced packaging and capacity bottlenecks, with overseas expansion introducing margin headwinds.
Meta Platforms: Showcasing Operating Leverage Through This Capex Supercycle — Neutral
META Seeking Alpha — January 16, 2026Meta Platforms is rapidly scaling to be one of the most prominent hyperscalers by its investments in data centers. META is able to showcase serious operating leverage as investments in R&D directly translate into rapidly rising ARPU thanks to AI and algorithm optimization. The stock is valued like it won't grow from all of these investments, or the market is waiting for proof. I'm not taking the risk of waiting too long.
KRISPY KREME® Helping Fans Level up Monday's Football Festivities With Limited-Edition Championship Dozen, Available Monday, Jan. 19 — Neutral
DNUT Business Wire — January 16, 2026CHARLOTTE, N.C.--(BUSINESS WIRE)--Ready, set, hike! Krispy Kreme® is bringing the excitement of Monday's game day to football fans with its new Championship Dozen, available exclusively on Monday, Jan. 19. Whether you're cheering from home or gathering with family and friends for the game, Krispy Kreme's Championship Dozen lets fans show off their game-day spirit. The Championship Dozen features six football-shaped doughnuts: three dipped in orange colored icing and three in crimson colored ici.
NerdWallet remains a compelling buy, trading at just 5x FY26 adjusted EBITDA despite double-digit growth and expanding margins. NRDS raised full-year guidance, now targeting 15% Q4 revenue growth and $141–$145 million adjusted EBITDA, with margins up to 17%. Key risks include slowing insurance growth and a sharp decline in credit card revenue, but loans and 'other products' segments are accelerating.
Chip Stock Breaking Records as Director Snaps Up Shares — Positive
MU Schaeffers Research — January 16, 2026Micron Technology Inc (NASDAQ:MU) stock is 8.2% higher to trade at a fresh record high of $365.81 at last glance, following news that board member and director Mark Liu bought $7.8 million in shares, per a Securities and Exchange Commission (SEC) filing.
Solid Trading Activity Likely to Drive Interactive Brokers' Q4 Earnings — Positive
IBKR Zacks Investment Research — January 16, 2026IBKR's Q4 earnings may get a boost from strong trading volumes, solid DARTs and steady net interest income.
Here's Why You Should Add ARRY Stock to Your Portfolio Right Now — Positive
ARRY Zacks Investment Research — January 16, 2026Array Technologies' strong solar-market position, solid liquidity, expanding tech and acquisitions highlight why the stock looks compelling now.
Taiwan Semiconductor's Q4 Earnings Beat Estimates, Revenues Rise Y/Y — Positive
TSM Zacks Investment Research — January 16, 2026TSM beats Q4 estimates as EPS surges 40% Y/Y and revenues jump 25.5%, driven by strong advanced-node demand and margin expansion.
Cardinal Health, Inc. (CAH) Hit a 52 Week High, Can the Run Continue? — Positive
CAH Zacks Investment Research — January 16, 2026Cardinal (CAH) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Curious about Kinder Morgan (KMI) Q4 Performance? Explore Wall Street Estimates for Key Metrics — Positive
KMI Zacks Investment Research — January 16, 2026Beyond analysts' top-and-bottom-line estimates for Kinder Morgan (KMI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Amphenol Corporation (APH) Hit a 52 Week High, Can the Run Continue? — Positive
APH Zacks Investment Research — January 16, 2026Amphenol (APH) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Associated Banc-Corp (ASB) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates — Positive
ASB Zacks Investment Research — January 16, 2026Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Associated Banc-Corp (ASB), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Glacier Bancorp (GBCI) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates — Positive
GBCI Zacks Investment Research — January 16, 2026Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Glacier Bancorp (GBCI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Ahead of Northern Trust (NTRS) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics — Positive
NTRS Zacks Investment Research — January 16, 2026Beyond analysts' top-and-bottom-line estimates for Northern Trust (NTRS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.