Today: 25 May 2026

Microsoft beats Azure in Q2, but MSFT stock drops after earnings as AI spending stays in focus

Microsoft beats Azure in Q2, but MSFT stock drops after earnings as AI spending stays in focus

Microsoft reported Azure cloud revenue up 39% in its fiscal second quarter, narrowly beating estimates, but shares fell over 7% in after-hours trading. Total revenue reached $81.3 billion, with Microsoft Cloud topping $50 billion for the quarter. Gross margin slipped due to heavy AI infrastructure spending. Net income received a $7.6 billion boost from the company’s OpenAI stake.
28 January 2026
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Intuit stock price dips as AI fears circle TurboTax, but RBC sticks with $850 target

Intuit stock price dips as AI fears circle TurboTax, but RBC sticks with $850 target

Intuit shares fell 1.2% to $539.13 in after-hours trading Wednesday as investors weighed risks from generative AI competition. RBC Capital Markets maintained its Outperform rating and $850 target, citing limited exposure to “simple filers.” Intuit announced a hiring integration deal with Checkr and board-approved changes to director compensation. Shareholders rejected a diversity ROI report proposal at the annual meeting.
28 January 2026
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IBM earnings beat on AI-driven software demand — but Red Hat slowdown is the catch

IBM earnings beat on AI-driven software demand — but Red Hat slowdown is the catch

IBM reported fourth-quarter revenue of $19.69 billion and adjusted earnings of $4.52 per share, both above Wall Street estimates. Software revenue reached $9.03 billion, driven by rising AI demand, while Red Hat’s growth slowed to 10%. The company’s AI “book of business” rose to $12.5 billion. Investors are pressing IBM for clearer 2026 revenue and cash-flow forecasts amid ongoing U.S. budget uncertainty.
28 January 2026
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NextEra Energy stock price today: NEE steadies near a 52-week high as investors parse earnings, data-center demand

NextEra Energy stock price today: NEE steadies near a 52-week high as investors parse earnings, data-center demand

NextEra Energy shares rose 0.3% to $87.44 Wednesday afternoon after reporting 2025 adjusted earnings of $3.71 per share, up 8% from 2024. Executives said they are in advanced talks to supply 9 GW of data-center power in Florida and plan to add 6 GW of new nuclear capacity. Trading volume topped 5.7 million shares. Mizuho raised its price target to $90.
28 January 2026
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CrowdStrike stock slips late in session despite Gartner “Customers’ Choice” nod — what CRWD investors watch next

CrowdStrike stock slips late in session despite Gartner “Customers’ Choice” nod — what CRWD investors watch next

CrowdStrike shares fell 1% to $472.04 Wednesday, despite winning Gartner’s “Customers’ Choice” badge for endpoint protection. The drop followed the Fed’s decision to hold rates steady and came as analysts cited valuation concerns. Legal issues linger after last July’s outage, with some lawsuits still active. CrowdStrike’s next earnings report is expected around March 3.
28 January 2026
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Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

Redwire Corp shares fell 6% to $13.35 on Wednesday, reversing a 30% surge after landing a spot on the U.S. Missile Defense Agency’s SHIELD contract vehicle. The company said SHIELD has a $151 billion ceiling but no guaranteed revenue, with future gains dependent on specific task orders. Trading volume topped 48 million shares by mid-afternoon. Investors are waiting for details on funded work and contract timelines.
28 January 2026
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Citigroup stock slips late Wednesday as Fed holds rates and Citi reshuffles bankers

Citigroup stock slips late Wednesday as Fed holds rates and Citi reshuffles bankers

Citigroup shares fell 0.9% to $113.73 in late New York trading after the Federal Reserve left rates unchanged and investors weighed new leadership changes and a lawsuit targeting Citi’s wealth division. JPMorgan was flat, Bank of America lost 1.2%, and Goldman Sachs edged higher. The Fed’s decision kept attention on the timing of possible rate cuts in 2026 and their impact on bank margins.
28 January 2026
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American Airlines stock slips again after Storm Fern chaos — what AAL traders watch next

American Airlines stock slips again after Storm Fern chaos — what AAL traders watch next

American Airlines shares fell 0.9% to $13.43 Wednesday after Winter Storm Fern forced over 9,000 cancellations and is expected to cut first-quarter revenue by up to $200 million. The company maintained its 2026 profit outlook but projected a first-quarter loss of 10 to 50 cents per share. Crews faced long waits and overnight stays in terminals as operations struggled to recover.
28 January 2026
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Microchip (MCHP) stock jumps after BofA upgrade as chip rally widens

Microchip (MCHP) stock jumps after BofA upgrade as chip rally widens

Microchip Technology shares rose 7.6% to $80.87 by 3:15 p.m. EST Wednesday after Bank of America upgraded the stock to “buy” and raised its price target to $95. The move followed gains across chipmakers tied to AI data-center demand. Microchip will report quarterly results on Feb. 5. CEO Steve Sanghi sold 18,509 shares last week under a pre-set trading plan.
28 January 2026
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Bank of America stock slips after Fed holds rates: what traders watch next for BAC

Bank of America stock slips after Fed holds rates: what traders watch next for BAC

Bank of America shares fell 1.2% to $51.52 after the Federal Reserve left interest rates unchanged and gave little guidance on future cuts. The bank told staff it will match the U.S. government’s $1,000 “Trump Account” contribution for eligible employees’ children. Vito Lo Piccolo was named country executive for Italy, replacing Nino Mattarella. The S&P 500 briefly touched 7,000 before retreating as markets awaited Fed Chair Powell’s remarks.
28 January 2026
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StubHub (STUB) stock jumps 11% as traders chase rebound ahead of Super Bowl LX

StubHub (STUB) stock jumps 11% as traders chase rebound ahead of Super Bowl LX

StubHub shares jumped 11% to $15.34 by mid-afternoon Wednesday after the company reported strong NFL ticket demand. The stock remains well below its $23.50 IPO price, with investors monitoring ongoing litigation and upcoming Super Bowl sales. Rival ticketing stocks saw smaller moves. Bragar Eagel & Squire is probing potential shareholder claims related to StubHub’s IPO disclosures.
28 January 2026
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Sanmina stock rebounds nearly 7% as SANM steadies after guidance shock

Sanmina stock rebounds nearly 7% as SANM steadies after guidance shock

Sanmina shares rose about 7% to $153 Wednesday afternoon, rebounding after a sharp drop on Tuesday tied to a weaker-than-expected revenue outlook for the March quarter. The company forecast Q2 revenue of $3.1 billion to $3.4 billion, below analyst estimates. Argus Research raised its price target on Sanmina to $200. First-quarter revenue reached $3.19 billion, with non-GAAP EPS at $2.38.
28 January 2026
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Stock Market Today

  • Pearson (LSE:PSON) Valuation Updated as Analysts Refine Growth Assumptions
    May 24, 2026, 9:37 PM EDT. Pearson's updated fair value price target is £11.83, slightly up from £11.70, reflecting analyst adjustments after recent results. JPMorgan raised its price target, signaling confidence, while Bank of America cut its target to $13.90 to align with media sector peers, showing reduced premium willingness. Morgan Stanley maintained profit estimates but trimmed price target to 1,120 GBp, citing cautious revenue outlooks. Pearson expanded partnerships with Salesforce and Tata Consultancy Services, focusing on AI-driven workforce training and skills development. The company completed a buyback of 3.58% shares for £219 million and proposed a 2025 final dividend of 17.4p per share, totaling 25.2p for the year, supported by earnings. These moves and mixed analyst views highlight a recalibration of Pearson's market narrative amid evolving sector dynamics.

Latest articles

Netflix Stock Is Paused for Memorial Day. Wall Street Is Watching Its $3 Billion Ad Bet

Netflix Stock Is Paused for Memorial Day. Wall Street Is Watching Its $3 Billion Ad Bet

25 May 2026
Netflix shares closed at $88.60 Friday, down 0.8% for the day but up 1.8% for the week, outperforming the Nasdaq Composite. The company told advertisers its ad-supported plan now reaches over 250 million monthly viewers and will expand to 15 more countries in 2027. First-quarter revenue rose 16% to $12.25 billion. The board approved an additional $25 billion in share buybacks.
ServiceNow Bounces; Investors Look to Post-Holiday Moves

ServiceNow Bounces; Investors Look to Post-Holiday Moves

25 May 2026
ServiceNow shares closed at $102.13 Friday, up 2.45% on the day and 7.4% for the week after a sharp Monday rally. Shareholders approved a 38 million-share increase to its equity incentive plan. BofA reinstated coverage with a Buy rating and a $130 price target. U.S. markets are closed Monday for Memorial Day.
Stellantis Stock in Focus After $70 Billion Move Going Into Holiday Week

Stellantis Stock in Focus After $70 Billion Move Going Into Holiday Week

25 May 2026
Stellantis shares closed at $7.61 in New York Friday, up 0.66%, after CEO Antonio Filosa’s first strategy pitch and a volatile week. The company unveiled a five-year plan targeting 190 billion euros in revenue by 2030 and 6 billion euros in annual free cash flow. Milan shares rose 3.19% but remain down nearly 12% for the month. U.S. trading pauses for Memorial Day, with European markets open Monday.
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