USDA Reports

Business

OpenAI's Altman Dismisses Nvidia Rift Rumors as 'Insanity,' Reaffirms Long-Term Partnership

OpenAI CEO Sam Altman has forcefully pushed back against reports of a growing rift with chip giant Nvidia, calling the speculation 'insanity' and publicly recommitting to a long-term partnership. His comments come amid market jitters over the future of a potential $100 billion investment and the shifting dynamics of the AI hardware race.

Feb 4, 2026

Business

Certara's Slumping Returns on Capital Raise Investor Concerns Amid Growth Push

While the biosimulation leader reports rising revenues and capital investment, its key profitability metric—Return on Capital Employed—has declined to 2.2%, significantly trailing the healthcare services sector. Analysts question whether current growth investments will translate into future shareholder value.

Feb 4, 2026

Business

Tether's $20 Billion Ambition Hits Investor Skepticism, Forcing a Strategic Retreat

The stablecoin giant has significantly scaled back its fundraising target to around $5 billion after prospective backers balked at a proposed valuation that would have placed it among the world's most valuable private firms, the Financial Times reports.

Feb 4, 2026

Business

Group 1 Automotive Drives to Record Revenue in 2025, Fueled by Diversified Operations

Auto retail giant Group 1 Automotive (NYSE: GPI) reports a record year with full-year revenue climbing 13.2% to $22.6 billion, highlighting the resilience of its diversified business model despite a dip in net income.

Feb 4, 2026

Business

Copart Secures $1.25 Billion Credit Facility, Bolstering Financial Firepower for Growth

The online vehicle auction giant Copart has replaced its existing credit line with a new, larger $1.25 billion revolving facility, enhancing its financial flexibility as it reports steady quarterly growth in revenue and profit.

Feb 4, 2026

Business

Argan's Record $1.9B Backlog Fuels Growth Optimism, But Analysts Question Execution Risks

Argan Inc. reports record project backlog and strong financials, driving a significant stock rally. While management touts diversified industrial demand as a tailwind, the market debate now centers on the durability of this growth phase and the company's ability to convert its massive pipeline into sustained profit.

Feb 4, 2026

Business

Hercules Capital's Q3 Earnings Leave Investors at a Crossroads: Is the BDC's Pullback a Buying Opportunity?

Shares of Hercules Capital have tumbled nearly 10% over the past six months, starkly underperforming the broader market. As the BDC reports its third-quarter results, we analyze whether the current valuation masks deeper fundamental concerns or presents a compelling entry point for patient investors.

Feb 4, 2026

Business

Enterprise Products Partners Caps Record Year, Eyes Further Growth and Dividend Hikes

The midstream energy giant Enterprise Products Partners reports record volumes and cash flows, setting the stage for continued expansion and a sustainable 6.7% yield.

Feb 4, 2026

Business

UiPath Hits Profitability Milestone as U.S. Government Expands Automation Deployments

Automation software firm UiPath reports its first profitable quarter while securing deeper integrations with major federal agencies. The company is positioning its platform at the forefront of 'agentic AI' for complex government workflows, even as its stock faces significant market pressure.

Feb 4, 2026

Business

Cardinal Health Q4 Earnings Preview: Can Momentum Hold Amid Healthcare Sector Volatility?

Cardinal Health (CAH) reports fourth-quarter earnings Thursday morning. Analysts project strong revenue growth, but investors are watching for signs of resilience in a mixed healthcare services landscape.

Feb 4, 2026

Business

WeRide's Robotaxi Revenue Soars 761%, Fueling Bullish Investor Sentiment

Chinese autonomous driving leader WeRide Inc. (WRD) reports explosive Q3 2025 growth, with robotaxi revenue skyrocketing and net losses narrowing sharply, as global expansion accelerates.

Feb 4, 2026

Business

Encompass Health Q4 Earnings Preview: Can the Post-Acute Care Leader Regain Momentum?

Encompass Health (EHC) reports fourth-quarter earnings after the bell Thursday, with investors watching for signs of sustained growth amid a mixed performance history and sector-wide pressures.

Feb 4, 2026

US

Senator Mitch McConnell Hospitalized for Evaluation Following Flu-Like Symptoms

The 83-year-old Kentucky Republican and former Senate leader was admitted to a hospital Monday night as a precautionary measure. His office reports a positive prognosis and expects his return to Senate duties soon.

Feb 4, 2026

Business

Atlassian's Q4 Earnings: Can the Collaboration Giant Beat Expectations Amid Market Turbulence?

Atlassian (TEAM) reports quarterly earnings Thursday, with investors watching for signs of resilience in its core business and cloud transition progress as software stocks face broad pressure.

Feb 4, 2026

Business

Eaton Caps Record Year with Strong Q4, Unveils Strategic Spin-Off of Mobility Unit

Power management giant Eaton reports robust fourth-quarter results, fueled by surging data center and aerospace demand, while announcing plans to separate its $3 billion Mobility business to sharpen focus on higher-growth electrical and aerospace markets.

Feb 4, 2026

Business

Palantir, Teradyne Results Signal Strong AI Demand Ahead of Nvidia's Earnings

Robust quarterly reports from AI partner Palantir and chip-testing giant Teradyne, both citing surging AI-related demand, set a bullish tone for Nvidia's upcoming earnings release this week.

Feb 4, 2026

Business

Analysts Revise Argenx Revenue Forecasts Upward, Signaling Stronger Growth Trajectory

Recent analyst reports from Wells Fargo and H.C. Wainwright suggest consensus revenue estimates for biotech firm Argenx SE may be too conservative, with key drug Vyvgart poised to outperform expectations through 2030.

Feb 4, 2026

Business

NRC Health Navigates Revenue Headwinds, Points to Strong Recurring Contract Growth and Strategic Shifts

Despite a year-over-year revenue dip, NRC Health reports robust growth in its key recurring contract metric and outlines a strategic reorganization it believes will fuel future performance in the healthcare analytics sector.

Feb 4, 2026

Business

Lumen Charts a New Course: Completes AT&T Deal, Slashes Debt, and Positions as AI Infrastructure Leader

Following the closure of its $5.75 billion fiber sale to AT&T, Lumen Technologies reports a dramatically strengthened balance sheet, with debt cut by over $5 billion and interest expenses nearly halved. The company is now pivoting its full focus toward becoming a core enterprise and AI infrastructure provider.

Feb 4, 2026

Business

Soleno Therapeutics' VYKAT XR Launch Exceeds Expectations, Fueling Investor Optimism for 2026

Soleno Therapeutics reports robust preliminary Q4 2025 revenue of $90-$92 million from its rare-disease drug VYKAT XR, marking a potential inflection point. The company prepares to unveil full financials and present at key investor conferences, with the drug's early commercial success now central to its growth narrative.

Feb 4, 2026