Net Interest Margin

Business

UPS Unveils Sweeping Network Overhaul: 30,000 Jobs Cut as It Pivots to Automation and Higher-Margin Deliveries

In a major strategic shift, UPS announced plans to eliminate up to 30,000 positions and close 24 facilities by 2026. The logistics giant is restructuring its network to prioritize automation and higher-margin business segments, while scaling back lower-margin volume, notably from Amazon. The move aims to reshape the company's cost structure and profitability profile amid a challenging multi-year stock performance.

Feb 2, 2026

Business

Avnet Stock Surges 22.7% on Strong Q2 Results and Farnell Margin Expansion

Avnet's shares rallied sharply after the electronic components distributor reported better-than-expected quarterly revenue and raised its earnings guidance, driven by broad demand strength and improving profitability at its Farnell unit.

Jan 31, 2026

Business

Enterprise Financial Beats Q4 Estimates on Margin Strength, Deposit Growth

Enterprise Financial Services Corp. (EFSC) reported fourth-quarter revenue that surpassed analyst forecasts, driven by net interest income expansion and robust deposit growth. The regional bank's results were bolstered by recent branch acquisitions and disciplined pricing, though investors are now watching how it navigates potential rate cuts and credit quality.

Feb 2, 2026

Business

Insider Confidence: Chasen Holdings Director Boosts Stake as Insiders Remain Net Buyers

Insiders at Chasen Holdings have been net buyers over the past year, with a key director significantly increasing his holdings. High insider ownership aligns leadership with shareholder interests, signaling internal optimism amid market fluctuations.

Feb 2, 2026

Business

Extreme Networks Posts Steady Q2, Bets Future on AI-Powered Partner Program

Extreme Networks reports Q2 revenue of $317.9M and net income of $7.9M, while launching an AI-integrated partner initiative aimed at streamlining sales and driving higher-margin software revenue.

Jan 31, 2026

Business

Arista Networks Soars as Cloud and AI Infrastructure Demand Fuels Growth

Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.

Feb 2, 2026

Business

FirstSun Capital Beats Q4 Estimates, Analysts Probe Growth Durability in Southwest Markets

FirstSun Capital Bancorp's fourth-quarter results surpassed analyst forecasts, driven by robust net interest margins and loan growth. However, the post-earnings call revealed deeper questions from analysts about the sustainability of its performance and integration challenges.

Feb 2, 2026

Business

Intraco Limited Insiders Show Confidence with Net Stock Purchases Over Past Year

Insiders at Singapore-listed Intraco Limited (SGX:I06) have been net buyers of the company's shares over the last twelve months, with the Executive Chairman making a notable purchase. While insider activity is not a standalone signal, it adds a layer of context for shareholders monitoring alignment between management and investors.

Jan 31, 2026

Business

Netflix Stock Plunges 33% on Warner Bros. Deal Fears, But Analysts See a Buying Opportunity

Netflix shares have tumbled from recent highs amid investor skepticism over a potential $72 billion acquisition. Despite the sell-off, some Wall Street firms are upgrading the stock, citing strong fundamentals and a historically attractive valuation.

Jan 30, 2026

Business

First Hawaiian Bank Navigates Shifting Tides: Q4 2025 Shows Strength, 2026 Outlook Cautious Amid Rate Uncertainty

First Hawaiian Bank reported a solid fourth quarter, driven by net interest margin expansion and loan growth, while outlining a cautious 2026 outlook. Executives highlighted Hawaii's resilient economy and strong credit quality, alongside a new, flexible $250 million share buyback program.

Jan 30, 2026

Business

Avidbank Posts Strong Q4 Growth Amid Focus on Credit Management

Avidbank Holdings (AVBH) reported robust loan and deposit growth alongside an expanding net interest margin for Q4 2025, while management detailed plans to address a recent uptick in non-performing assets linked to specific construction and sponsor finance loans.

Jan 30, 2026

Business

Ocean Network Express Posts $88 Million Q3 Loss Amid Freight Market Downturn

The global container shipping giant Ocean Network Express reported a net loss for its third fiscal quarter, citing soft demand and declining freight rates, particularly on key Asia-U.S. and Asia-Europe routes. The carrier anticipates a gradual recovery in the coming months.

Jan 30, 2026

Business

First Internet Bancorp Posts Strong Q4 Revenue, Navigates Credit Headwinds with Optimistic 2026 Outlook

First Internet Bancorp (INBK) reported a robust 21% surge in quarterly revenue, successfully managing an uptick in criticized loans while laying the groundwork for growth in its fintech and SBA lending segments for the coming year.

Jan 30, 2026

Business

UPS Pivots with Sweeping Restructuring: 30,000 Jobs Cut, Focus Shifts to Healthcare and High-Margin Clients

Facing uneven long-term performance, UPS announces a major strategic overhaul involving significant job reductions, facility closures, and a deliberate move away from low-margin Amazon volume. The company is betting big on healthcare logistics through acquisitions to bolster its global cold chain network.

Jan 30, 2026

Business

Senate Scrutiny Intensifies as Netflix-Warner Bros. Merger Faces Antitrust Reckoning

A landmark Senate hearing this week will examine the potential cultural and economic fallout of Netflix's proposed acquisition of Warner Bros. Discovery, amid fears it could create an unprecedented 'stream-opoly'.

Feb 2, 2026

Business

NAPCO Security Technologies Posts Record Q2 Revenue, Driven by Robust Recurring Service Growth and Margin Expansion

NAPCO Security Technologies (NSSC) reported strong fiscal second-quarter results, with record revenue and expanding profitability. The company highlighted the sustained momentum of its high-margin recurring service model and announced a dividend increase.

Feb 2, 2026

Business

Tenet Reclaims Full Control of Conifer as CommonSpirit Exits Stake, Eyes AI Expansion

Tenet Healthcare has regained complete ownership of its revenue cycle management subsidiary Conifer, buying out CommonSpirit Health's minority stake in a deal valued at nearly $2.7 billion. The move signals Tenet's renewed commitment to the business and plans for significant AI investment.

Feb 2, 2026

Business

Netflix's Ad Engine Fires Up: Why the Recent Stock Dip Could Be a Buying Opportunity

Despite a post-earnings sell-off, Netflix's burgeoning advertising business is laying the groundwork for sustained profit growth, presenting a potential value entry for long-term investors.

Feb 2, 2026

Business

NETSTREIT's Rally Raises Valuation Questions: Is the REIT Still a Buy?

NETSTREIT Corp. (NYSE: NTST) has delivered impressive shareholder returns over the past year, significantly outpacing its longer-term performance. As the stock hovers near $19, investors and analysts are debating whether its current price fully reflects the fundamentals of this necessity-based retail REIT or if momentum has gotten ahead of value.

Feb 2, 2026

Business

CME Group Raises Metals Trading Margins Amid Historic Volatility, Records Surge in Volume

CME Group has increased margin requirements for precious metals futures and options following extreme price swings, as daily trading volumes hit record highs. The exchange is also introducing new silver products and enforcing compliance measures, highlighting its dual role as a market facilitator and risk manager during turbulent times.

Feb 2, 2026