Distribution increase

Business

Eagle Materials Navigates Mixed Construction Landscape with Strong Heavy Materials Performance in Q3

Eagle Materials (NYSE: EXP) posted resilient fiscal Q3 2026 results, with revenue reaching $556 million and EPS at $3.22. While wallboard sales softened, robust growth in cement and aggregates, fueled by infrastructure spending, highlights a strategic pivot. The company also outlined operational efficiency drives and a fortified balance sheet.

Jan 30, 2026

Business

Five Point Holdings Caps 'Record Year' Amid Housing Headwinds, Eyes Growth Through Land Banking and Entitlements

Despite a challenging housing market, Five Point Holdings (NYSE:FPH) reported record annual net income for 2025, driven by strategic land sales and the integration of its Hearthstone platform. The company navigated economic uncertainty with disciplined pricing and secured major entitlement approvals to fuel its long-term pipeline.

Jan 30, 2026

Business

Group 1 Automotive Posts Record 2025 Revenue, Navigates Market Shifts with Portfolio Reshaping and Shareholder Returns

Group 1 Automotive capped off 2025 with record revenue and profits, driven by robust aftersales and F&I performance. While navigating affordability concerns and a challenging UK market, the company aggressively reshaped its dealership portfolio and returned significant capital to shareholders through buybacks.

Jan 30, 2026

Business

Equity Lifestyle Properties Posts Steady 2025 Growth, Eyes Continued Expansion in 2026 Amid RV Segment Volatility

Equity Lifestyle Properties (ELS) reported solid 2025 results with NOI and FFO growth, driven by its core manufactured housing communities. While forecasting further growth for 2026, management acknowledged ongoing fluctuations in its seasonal RV business and provided detailed guidance.

Jan 30, 2026

Business

AI Anxiety Triggers Selloff: ServiceNow Shares Plunge Nearly 10% Amid Broader SaaS Sector Jitters

Despite posting strong quarterly earnings, ServiceNow (NOW) tumbled for a third consecutive session as investor focus shifts to the long-term disruptive potential of AI on the traditional SaaS subscription model.

Jan 30, 2026

Business

Microsoft's $625 Billion Backlog Signals AI Boom, But Investors Urged to Look Beyond the Headline

Microsoft's commercial contracted backlog more than doubled year-over-year to $625 billion, fueled by AI demand. However, a closer look reveals customer concentration risks, slower near-term revenue conversion, and soaring capital expenditures that temper the bullish narrative.

Jan 30, 2026

Business

Activist Investor Tsai Capital Bets on QXO's Consolidation Strategy in Fragmented Building Sector

Activist investment firm Tsai Capital has taken a stake in QXO, spotlighting the distributor's ambitious plan to consolidate the fragmented building products industry. The move comes as QXO's stock shows strong recent momentum despite longer-term headwinds.

Jan 30, 2026

Business

Netflix's Earnings: Strong Results, Cautious Outlook, and an $83 Billion Bet on the Future

Netflix delivered solid Q4 earnings but saw its stock dip as it guided for slower revenue growth. The streaming giant's strategic pivot to a mature phase is underscored by its aggressive all-cash bid for Warner Bros. Discovery, a move that promises content dominance but adds significant debt.

Jan 30, 2026

Business

Dover Caps Strong 2025 with Robust Q4, Eyes Double-Digit Growth in 2026

Dover Corporation delivered a powerful finish to 2025, reporting its highest quarterly organic revenue growth of the year at 5%. Bolstered by accelerating bookings and expanding margins, the diversified industrial manufacturer projects continued double-digit earnings growth for the coming year.

Jan 30, 2026

Business

Carpenter Technology Soars on Aerospace Demand, Posts Record Q2 Profit and Raises Outlook

Driven by surging demand in aerospace and defense, Carpenter Technology (CRS) announced record-breaking quarterly profitability and raised its full-year forecast, citing constrained supply and favorable long-term pricing agreements.

Jan 30, 2026

Business

Celestica Soars on AI Demand, Unveils Aggressive $1B Capex Plan for Hyperscale Growth

Celestica's Q4 2025 results shattered guidance, fueled by its Connectivity & Cloud unit. The company announces a massive capital expenditure surge to over $1 billion in 2026, betting big on sustained demand from hyperscalers for AI and networking infrastructure.

Jan 30, 2026

Business

Colony Bankcorp Posts Strong Q4, Eyes Growth from TC Federal Merger and Fee-Based Lines

Colony Bankcorp (CBAN) reported improved operating performance in Q4 2025, with executives detailing on-track integration of TC Federal and momentum in fee-based businesses. The bank targets a 1.20% return on assets for 2026 and signals appetite for further acquisitions.

Jan 30, 2026

Business

Caterpillar Posts Record 2025 Results, Warns of Escalating Tariff Headwinds

Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.

Jan 30, 2026

Business

The $2 Million Question: Can a 50-Year-Old Renter Afford to Retire in Today's Economy?

Amid corporate restructuring fears, a professional with a substantial nest egg but no home equity grapples with the daunting math of early retirement, soaring healthcare costs, and an uncertain housing market.

Jan 30, 2026

Business

American Eagle Outfitters Exits Third-Party Logistics to Double Down on Core Brands

American Eagle Outfitters is winding down its Quiet Logistics subsidiary, a strategic retreat from the third-party fulfillment business. The move signals a sharper focus on its core Aerie and American Eagle retail brands amid a challenging environment for apparel retailers.

Jan 30, 2026

Business

San Francisco Rental Market Roars Back, Leading Nation in Price Surge

Fueled by a return-to-office push and AI sector optimism, San Francisco rents are climbing at their fastest rate in over a decade, starkly contrasting with cooling prices in Los Angeles.

Jan 30, 2026

Business

Disney Shakes Up Marketing Leadership: Asad Ayaz Unveils New Structure to Unify Brand Storytelling

Disney's newly appointed Chief Marketing and Brand Officer, Asad Ayaz, has restructured the company's global marketing leadership, creating a new enterprise team to foster collaboration and a unified brand voice across all divisions.

Jan 30, 2026

Business

Beyond Intel: Why AMD's AI Chip Momentum Makes It the Clear Choice for Growth Investors

While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.

Jan 30, 2026

Business

Calix Caps Record Year, Charts Aggressive Platform Shift Amid Surging Broadband Demand

Calix reports historic 2025 financial results, surpassing $1 billion in annual revenue, while outlining its strategic pivot to a third-generation 'Agent Workforce' platform and capitalizing on a projected multi-billion dollar BEAD program opportunity.

Jan 30, 2026

Business

Beazer Homes Navigates 'Stubbornly Soft' Market, Bets on Efficiency and Solar to Fuel Recovery

Despite a challenging demand environment to start fiscal 2026, Beazer Homes USA reports stabilizing sales trends and pins its margin recovery on cost controls, a strategic shift to newer communities, and the accelerating rollout of its popular 'Solar-Included' home offerings.

Jan 30, 2026