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Why Are Investors Cautious on ArcelorMittal (NYSE:MT) After Its FY2025 Update?

ArcelorMittal SA (NYSE:MT) reported its fourth-quarter and full-year 2025 financial results, outlining resilientearningsdelivery amid a challenging operating environment. For FY2025, the Group recordedEBITDAof USD 6.5bn, including USD 0.7bn from strategic growthinvestments. EBITDA per tonne increased to USD 121, reflecting asset optimization and portfolio diversification.

Team Kalkine | 05 February 2026

What Happened Behind Ralliant's (NYSE:RAL) Q4 Numbers and Stock Reaction?

Ralliant Corporation (NYSE:RAL) reported fourth-quarter FY25revenueof USD 555 million, marking a 1% year-over-year increase and a 5% sequential rise. The quarter represented the third consecutive period of sequential revenue growth, supported by demand trends across select end markets.

Team Kalkine | 05 February 2026

Can Earnings Growth Offset Cost Pressures for Compass Minerals (NYSE:CMP)?

Compass Minerals (NYSE:CMP) reported its fiscal 2026 first-quarter financial results, showing a return to profitability compared with the prior-year period. The company recordednet incomeof USD 18.6 million for the quarter ended 31 December 2025, compared with a net loss of USD 23.6 million a …

Team Kalkine | 05 February 2026

What Do Murphy USA’s (NYSE:MUSA) Q4 Numbers Signal for 2026 Guidance?

Murphy USA Inc. (NYSE:MUSA) reportednet incomeof USD 141.9 million, or USD 7.53 per diluted share, for the fourth quarter of 2025, compared with USD 142.5 million, or USD 6.96 per diluted share, in Q4 2024. AdjustedEBITDAfor the quarter increased to USD 290.9 million from …

Team Kalkine | 05 February 2026

Wall Street Retreats: Major Indexes Slide Over 1% as Technology Stumbles and the Economy Sends Mixed Signals

At mid-morning in New York, the S&P 500 slid 1.2%, the Nasdaq Composite dropped 1.4%, and the Dow Jones Industrial Average declined 1.1%. These are not catastrophic moves by historical standards. But coming after months of strong gains, they signal a change in tone: …

Nitish Kishor | 05 February 2026

Analysts Maintain Positive Outlook as Alphabet (NASDAQ: GOOGL) Sets Record Spending for 2026

Alphabet Inc. (NASDAQ:GOOGL) continues to capture analysts' attention as its Class A shares closed at $331.50 on February 5, 2026, according to EODHD/Others data. The stock has performed consistently well, with analysts maintaining a BUY rating and a target price of $347, indicating moderate …

Aditi Sarkar | 05 February 2026

Alphabet (NASDAQ:GOOG) Just Posted USD 113B in Revenue — Is GOOGL a Buy Here?

Alphabet Inc. (NASDAQ:GOOG) reported fourth-quarter and full-year 2025 earnings that exceeded the USD 113 billion revenue mark, supported by growth across Google Services and Google Cloud. Despite the earnings beat, Alphabet shares moved lower in after-hours trading, while multiple brokerages reiterated or issued buy-rated …

Sonal Goyal | 04 February 2026

Global Markets Snapshot: Earnings Volatility, Rising Yields, and Geopolitical Tensions Drive Investor Sentiment

Investors shifted focus to a new round of corporate earnings, driving sharp moves across several major stocks. Eli Lilly surged over 6% premarket after beating earnings and revenue expectations and issuing strong 2026 guidance, while Alphabet and Qualcomm posted modest gains ahead of their …

Team Kalkine | 04 February 2026

Novo Nordisk Stock Crashes 20% After 2026 Outlook Reset — Is the GLP-1 Compounding Machine Facing a Temporary Pause or a Structural Shift?

For long-term investors, the task is not to react to quarterly volatility, but to ask a more fundamental question: has the underlying compounding capability of Novo Nordisk been structurally impaired, or is this merely a cyclical pause within a much larger secular growth story?

Team Kalkine | 04 February 2026

AvePoint (NASDAQ:AVPT) Expands Agentic AI Governance and Data Protection Capabilities

AvePoint Inc. (NASDAQ:AVPT), a data protection and governance software provider, announced new features for its AvePoint Confidence Platform aimed at strengthening oversight of agentic artificial intelligence systems. The update introduces a new risk definition model for AI agents, allowing organisations to classify and monitor …

Aditi Sarkar | 04 February 2026
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