SE Stock

Business

First Merchants Navigates Rate Headwinds with Steady Loan Growth in Q4

Despite an 8.3% year-over-year revenue dip, First Merchants Corporation reported resilient fourth-quarter earnings, buoyed by disciplined deposit strategies and robust loan expansion. CEO Mark Hardwick pointed to strong commercial activity as a key driver, even as analysts probe the sustainability of growth and integration challenges ahead.

Feb 2, 2026

Business

Buffett's Final Moves: A Pivot from Banks to Pizza Ahead of Berkshire CEO Transition

In the quarters leading to his retirement as CEO, Warren Buffett orchestrated a significant portfolio shift, slashing Berkshire's stake in Bank of America while steadily accumulating shares in Domino's Pizza, highlighting a strategic bet on consumer resilience and brand loyalty.

Feb 2, 2026

Business

Crane Soars Past Q4 Estimates on Aerospace Strength, But Analysts Probe Integration Challenges

Crane Company's fourth-quarter earnings outperformed expectations, fueled by robust growth in its Aerospace & Advanced Technologies division. While management celebrated strong execution, analysts on the earnings call zeroed in on the costs and complexities of integrating recent high-profile acquisitions.

Feb 2, 2026

Business

WSFS Financial Caps Strong Year with Robust Q4, Analysts Probe Sustainability of Growth Drivers

WSFS Financial Corporation concluded its fiscal year with a powerful fourth quarter, fueled by strength in commercial lending and wealth management. As shares rally post-earnings, analysts are scrutinizing whether the bank can maintain its momentum amid evolving economic conditions.

Feb 2, 2026

Business

Mizuho Bullish on Erasca, Initiates Coverage with $16 Target Amid RAS Inhibitor Progress

Erasca (ERAS) gains significant analyst momentum as Mizuho initiates coverage with an 'Outperform' rating and a $16 price target, citing confidence in its 2026 proof-of-concept milestones for RAS-targeted cancer therapies.

Feb 2, 2026

Business

Sanmina's Q4: Strong Revenue Meets Margin Pressure as Analysts Probe AI Growth and Integration Challenges

Sanmina posted robust Q4 revenue, fueled by communications and AI infrastructure demand, yet shares fell as investors scrutinized softer margins and the integration of ZT Systems. Analysts on the earnings call zeroed in on the path to profitability and market diversification.

Feb 2, 2026

Business

Beyond the Hype: How a Power Giant is Fueling the AI Revolution

As tech giants pour trillions into AI infrastructure, the insatiable demand for electricity is creating a new class of winners. NextEra Energy, America's largest utility, is emerging as a critical, if unexpected, backbone of the artificial intelligence boom through strategic partnerships with Alphabet and Meta.

Feb 2, 2026

Business

TAKKT AG's Three-Year Slump: Long-Term Shareholders Grapple with 68% Loss

Investors in German B2B specialist TAKKT AG (ETR:TTK) have faced a punishing three years, with total shareholder returns plummeting 68%. As revenue declines and the share price continues to slide, we examine the fundamentals behind the downturn and what it signals for the company's future.

Feb 2, 2026

Business

From Novice to Millionaire: How a 40-Year Investment Journey Built a £2m ISA Fortune

At 77, Jane Perry's £2 million ISA portfolio stands as a testament to a simple, disciplined investment strategy begun in the 1980s. Her story challenges the gender investment gap and offers a blueprint for long-term wealth building.

Feb 2, 2026

Business

Burkhalter Holding AG: Retail Investors Hold Largest Stake at 45%, Insiders Maintain Strong Influence

Shareholder analysis reveals a distinctive ownership structure at Swiss electrical engineering group Burkhalter Holding, where retail investors collectively hold the largest stake, while insiders retain significant control. This balance of power highlights both broad public interest and strong managerial alignment in the CHF1.5 billion company.

Feb 2, 2026

Business

Gear4music Shares Defy Gloomy Financials: Can the Rally Last?

Despite a recent share price surge, Gear4music's underlying financial performance, marked by a declining ROE and shrinking earnings, paints a concerning picture. Analysts question the disconnect and the company's strategy as it navigates a challenging retail landscape.

Feb 2, 2026

Business

AltynGold's Soaring Returns Signal Robust Growth Trajectory

The London-listed gold miner AltynGold is turning heads with a remarkable 43% return on capital employed, significantly outpacing industry averages and fueling investor optimism about its expansion potential.

Feb 2, 2026

Business

Western Digital Charts AI Storage Future at Innovation Day Amid Surging Demand

Western Digital leverages strong quarterly results and new customer deals to outline its long-term AI storage strategy at its Innovation Day event, as investors weigh its positioning in the booming data infrastructure market.

Feb 2, 2026

Business

Who Holds the Reins at Vossloh? Private Firms Command 50% Stake, Shaping Rail Supplier's Future

A deep dive into the share registry of German rail infrastructure specialist Vossloh AG reveals a concentrated ownership structure, with private companies holding a dominant 50% stake. This gives a small group significant sway over corporate strategy, while retail investors own a substantial but potentially less influential third of the company.

Feb 2, 2026

Business

Bitcoin's Weekend Plunge Leaves a Historic Futures Gap as Macro Fears Trigger $5.4 Billion Deleveraging

A confluence of geopolitical tensions and macroeconomic pressures sparked a broad crypto market rout over the weekend, creating one of Bitcoin's largest CME futures gaps on record and wiping out over $5.4 billion in leveraged positions.

Feb 2, 2026

Business

EMS-CHEMIE HOLDING's Five-Year Slump: Shareholders Face 23% Loss Despite Recent Gains

While EMS-CHEMIE HOLDING AG (VTX:EMSN) shares have shown a recent uptick, a deeper look reveals a five-year decline of 23% in total shareholder return, significantly trailing the broader Swiss market. This performance gap persists even as the company's underlying earnings showed modest growth.

Feb 2, 2026

Business

Zehnder Group's Rising Efficiency: A Deep Dive into Its Improving Capital Returns

Swiss ventilation specialist Zehnder Group shows compelling operational improvements, with its Return on Capital Employed (ROCE) climbing significantly despite stable investment levels. This trend suggests a more efficient business model, potentially underpinning future growth.

Feb 2, 2026

Business

Amphenol Doubles Down on AI Infrastructure with Major CommScope Acquisition

In a strategic move to solidify its position in the booming AI data center market, Amphenol has struck a deal to acquire CommScope's Connectivity and Cable Solutions division, marking one of its most significant acquisitions to date.

Feb 2, 2026

Business

Mondelez Earnings Preview: Can the Snack Giant Deliver Amid Shifting Consumer Tastes?

As Mondelez International prepares to report its quarterly results, investors are watching for signs of sustained growth and margin recovery in a competitive packaged foods landscape.

Feb 2, 2026

Business

Super Bowl LX Sparks Frenzy: Silicon Valley Mansions Command Up to $500K for Week-Long Stays

With luxury hotels fully booked, affluent Super Bowl attendees are turning to off-market mega-mansions in the Bay Area, driving last-minute rental prices to unprecedented heights of up to half a million dollars for a single week.

Feb 2, 2026