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Cencora beats quarterly profit estimates on strong demand for specialty medicines
Feb 4 (Reuters) - Cencora COR.N on Wednesday beat Wall Street estimates for first-quarter profit, as the drug distributor rode the wave of sustained demand for specialty medicines and GLP-1 therapies.Cencora is capitalizing on surging demand for high-cost specialty drugs treating rheumatoid arthriti...Reuters
Wed, Feb 4
UBS wealth outflows in US take shine off profit jump
Q4 net profit $1.2 billion vs consensus of $919 millionAiming for at least $3 billion in 2026 share buybacksNudges up estimate for cost-savings by $500 million Shares hurt by outflows in US wealth managementBy Ariane Luthi ZURICH, Feb 4 (Reuters) - Switzerland's UBS UBSG.S reported outflows f...Reuters
Wed, Feb 4
Global software stocks hit by Anthropic wake-up call on AI disruption
European software stocks fall on AI disruption fearsUS software stocks mixed after Tuesday's routJP Morgan highlights investor worries over AI competitionAdvertising companies also pressured by AI advancesBy Danilo Masoni Feb 4 (Reuters) - European and U.S. software stocks struggled to find s...Reuters
Wed, Feb 4
Biotech firm Bio-Techne beats quarterly estimates on strength in key unit
Feb 4 (Reuters) - Biotech firm Bio-Techne TECH.O beat analysts' estimates for second-quarter revenue and profit on Wednesday, helped by robust demand for its products used in drug development.The Minneapolis, Minnesota-based company makes antibodies and enzymes, among other products, that are us...Reuters
Wed, Feb 4
AbbVie rises after Q4 earnings beat, upbeat forecast
Shares of drugmaker AbbVie ABBV.N rise 1.09% to $228.13 premarket Co reports Q4 adjusted profit of $2.71 per share vs. analysts' average estimate of $2.65, according to data compiled by LSEGExpects FY 2026 adj. profit of $14.37 to $14.57 per share vs. analysts' average estimate of $14.24 Qua...Reuters
Wed, Feb 4
Bio-Techne rises on quarterly results beat
Shares of bio-tech firm Bio-Techne TECH.O rise 2.12% to $66 premarketQ2 revenue came at $295.9 million, beating estimates of 290.2 million, as per data compiled by LSEG Adj quarterly profit of 46 cents beats est of 43 centsTECH fell 18.35% in 2025Reuters
Wed, Feb 4
Boston Scientific shares slide on cautious 2026 revenue forecast
Feb 4 (Reuters) - Boston Scientific Corp forecast modest 2026 revenue growth and profit just below Wall Street expectations on Wednesday, overshadowing a strong fourth-quarter performance and sending its shares down more than 11% in premarket trading.The medical-device maker projected 2026 adjusted ...Reuters
Wed, Feb 4
Cencora falls after missing quarterly revenue estimates
Shares of drug distributor Cencora COR.N fall 5.3% to $342.46 premarketCo's quarterly revenue of $85.93 billion misses analysts' average expectation of $86.03 billion Co reports Q1 adj. profit of $4.08/shr vs analysts' average estimate of $4.04/shr – LSEG dataShares were up ~50% in 2025Reuters
Wed, Feb 4
Pre-Bell | S&P 500 Futures Rise; AMD Tumbles 10%; Eli Lilly Jumps 9%; SMCI Soars 10%; JinkoSolar up 14%; Enphase Energy up 24%; Silicon Laboratories Surges 51%
01 Stock MarketAs of Feb 4, U.S. stock index futures performed as follows: Dow futures rose 0.32%, S&P 500 futures gained 0.27%, and Nasdaq 100 futures edged up 0.04%. Modest gains before the bell reflected a mixed tech tape—cautious guidance from Advanced Micro Devices (AMD) contrasted with upbeat ...Tiger News
Wed, Feb 4
U.S. STOCKS ON THE MOVE-GE Healthcare, Amgen, Lilly
The Day Ahead newsletter: https://refini.tv/3LI4BU7The Morning News Call newsletter: https://refini.tv/3dKUyB8U.S. stock index futures were muted on Wednesday as investors avoided software and cloud stocks following a bruising slide in the previous session, while AMD slid after issuing a dour foreca...Reuters
Wed, Feb 4
1 Trillion-Dollar AI Superstar That's Eating Netflix's Lunch
Key PointsNetflix shares have underperformed a dominant internet giant in recent years.Given the popularity of mobile devices and user-generated short-form content, time spent on a well-known social media platform is surging.Netflix is ceding viewership to streaming rivals, challenging rosy assumpti...The Motley Fool
Wed, Feb 4
Street View: Analysts see Enphase demand turning, but stay divided
Enphase Energy ENPH.O beat revenue estimates on Tuesday; Q4 rev $343.30 million v/s est.of $340.59 millionExpects Q1 2026 rev between $270 mln and $300 million vs analysts' estimates of $264.55 million, according to data compiled by LSEGShares of ENPH up 23.5% at $46.03 premarketSIGNS OF AN UPWA...Reuters
Wed, Feb 4
LIVE MARKETS-UBS sees 10-20% upside for European renewables
STOXX 600 up 0.5%, FTSE hits recordSoftware stocks struggle, telcos upNovo plunges after shock forecastNasdaq futures little changedWelcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com ...Reuters
Wed, Feb 4
US STOCKS-S&P, Dow futures tick up as Lilly, Super Micro earnings cushion software jitters
Futures: Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.1%Advanced Micro Devices down on dip in quarterly revenue forecastSMCI jumps after raising annual revenue forecast Eli Lilly gains on forecasting 2026 profit above estimatesBy Pranav Kashyap and Twesha Dikshit Feb 4 (Reuters) - S&P 500 an...Reuters
Wed, Feb 4
GLOBAL MARKETS-Stocks recover after Anthropic blow to software investors; gold glitters
Global shares recover, software stocks hit by AI-led disruptionPrecious metals bounce back after routOil rises, focus on US/Iran tensionsBy Amanda Cooper LONDON, Feb 4 (Reuters) - Global shares rose on Wednesday, recovering from earlier lows, as a selloff in software stocks lost some intensity, w...Reuters
Wed, Feb 4
LIVE MARKETS-EU carmakers face 'scary' China export acceleration
STOXX 600 up 0.5%, FTSE hits recordSoftware stocks struggle, telcos upNovo plunges after shock forecastNasdaq futures little changedWelcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com ...Reuters
Wed, Feb 4
SKT's Haein Gains Momentum as a Core Driver of Korea's AI Strategy
- The company celebrates six months since the launch of Haein, its GPU cluster designed to support large-scale AI workloads and foundation model development. - Haein is differentiated by an integrated full stack software platform — including Petasus AI Cloud, AI Cloud Manager, and GPUaa...PR Newswire
Wed, Feb 4
Can Ethereum Really Hit $10,000 This Year? The Answer Might Surprise You.
Key PointsSix months ago, Ethereum hit an all-time high of $4,954 per token. Key blockchain metrics and technical trading indicators remain positive for Ethereum, even with a significant decline in price.Prediction markets give Ethereum only a 17% chance of reclaiming the $5,000 price level this yea...The Motley Fool
Wed, Feb 4
Wall Street Says Buy This Artificial Intelligence (AI) Stock Before the Next Breakout
Key PointsAmazon is positioning itself deep within the AI landscape.AI also offers remarkable opportunities to transform Amazon's e-commerce business.The stock is reasonably priced, making Amazon a strong buy given its potential upside.10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) has...The Motley Fool
Wed, Feb 4
Super Micro Computer climbs on revenue forecast raise
Shares of server maker Super Micro Computer SMCI.O up 10% at $32.65 premarket, after co raises annual revenue forecastSMCI expects FY 2026 revenue of at least $40 bln, up from prior projection of $36 bln, helped by strong demand for AI‑optimized serversCo has established itself as a key beneficiary ...Reuters
Wed, Feb 4
