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Business Strategy News 23 January 2026 - 6 February 2026

Palo Alto Networks stock pops as PANW rolls out NextWave partner reboot into earnings week

Palo Alto Networks stock pops as PANW rolls out NextWave partner reboot into earnings week

Palo Alto Networks shares rose 2.4% to $158.44 Friday, rebounding from a 7.2% drop after the company launched an updated partner program to drive bundled platform sales. Channel Chief Michael Khoury said the overhaul includes new incentives and dropped discount caps. Investors await the Feb. 17 earnings report for signs of demand. Cybersecurity peers Fortinet and CrowdStrike also posted gains.
6 February 2026
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Diageo share price slips as traders eye Feb 25 results and CEO’s next move

Diageo share price slips as traders eye Feb 25 results and CEO’s next move

Diageo shares fell 1.5% to 1,760.5 pence in early London trading Friday, reversing some of this week’s gains. The stock is down about 22% over the past year after a sharp outlook downgrade. Investors await interim results due Feb. 25 for updates on demand and strategy. Trading volumes remained strong, with around 587,000 shares changing hands by 0935 GMT.
6 February 2026
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S&P Global stock slides again as “Mobility Global” spin-off rebrand puts SPGI in the spotlight

S&P Global stock slides again as “Mobility Global” spin-off rebrand puts SPGI in the spotlight

S&P Global shares fell 3.1% to $450.93 Thursday afternoon in New York, extending recent losses. The company confirmed its Mobility unit will rebrand as “Mobility Global” ahead of a planned spin-off. Investors await S&P’s Feb. 10 earnings for updates on the separation timeline. The stock last closed at $468.21 on Feb. 3.
5 February 2026
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Cummins stock in focus as it pulls back on electrolyzers and maps 2026 outlook

Cummins stock in focus as it pulls back on electrolyzers and maps 2026 outlook

Cummins will halt new commercial ventures in its electrolyzer division and took a $218 million charge for the segment in Q4. Shares rose about 0.5% in premarket trading after the company projected 2026 revenue growth of 3% to 8%, citing steady demand for data-center backup power. Fourth-quarter revenue rose 1% to $8.5 billion, while net income reached $593 million.
5 February 2026
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Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel shares rose 0.9% to $49.25 in after-hours trading after CEO Lip-Bu Tan announced plans to build GPUs for data centers and named Eric Demmers as chief GPU architect. Tan said Intel expects volume production on its 14A process later in 2026 and is in talks with several customers. Investors are pressing for clearer product and capacity timelines. CFO David Zinsner and officer April Boise disclosed recent share sales.
4 February 2026
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Altria stock price rebounds as MO investors size up 2026 outlook, export tax break and CEO change

Altria stock price rebounds as MO investors size up 2026 outlook, export tax break and CEO change

Altria shares rose 3.1% to $61.61 Friday, rebounding after Thursday’s earnings report sent the stock lower. The company named CFO Salvatore Mancuso as incoming CEO, effective May 14, and is expanding exports to tap a federal excise-tax rebate. Altria’s Q4 net revenue fell 2.1% to $5.846 billion, with adjusted EPS at $1.30. Market share for its on! pouches dropped to 13% as competition from Philip Morris’s Zyn intensified.
30 January 2026
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Adidas stock jumps on €1bn buyback plan after record 2025 sales — what to watch next

Adidas stock jumps on €1bn buyback plan after record 2025 sales — what to watch next

Adidas shares rose 4.8% in Frankfurt after the company announced a €1 billion buyback and projected record sales for 2025. Preliminary results showed full-year revenue of €24.8 billion and a 54% jump in operating profit to €2.06 billion. The company reported gross margin at 51.6%. Audited results and 2026 guidance are due March 4.
30 January 2026
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Meta’s $135 billion AI spending plan steals the show after strong Q4 earnings

Meta’s $135 billion AI spending plan steals the show after strong Q4 earnings

Meta forecast 2026 capital spending of $115 billion to $135 billion for its “superintelligence” AI initiative, above analyst estimates. The company expects first-quarter revenue of $53.5 billion to $56.5 billion. Shares rose nearly 9% in after-hours trading. Fourth-quarter revenue reached $59.89 billion, with net income at $22.77 billion.
28 January 2026
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AT&T stock jumps on upbeat 2026 outlook and $45B return plan — fiber deals in focus

AT&T stock jumps on upbeat 2026 outlook and $45B return plan — fiber deals in focus

AT&T shares rose 4.9% to $24.14 Wednesday after reporting a 3.6% revenue increase to $33.5 billion for the fourth quarter and $4.2 billion in free cash flow. The company reaffirmed plans to return over $45 billion to shareholders through 2028 and projected at least $18 billion in free cash flow by 2026. Trading volume topped 52 million shares. Investors watched pending fiber and spectrum deals and signs of easing wireless churn.
28 January 2026
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Disney stock price stalls near $113 as proxy filing puts CEO pick in “early 2026” focus

Disney stock price stalls near $113 as proxy filing puts CEO pick in “early 2026” focus

Disney shares were little changed after hours Thursday following a proxy filing setting its annual meeting for March 18 and revealing the board aims to name a new CEO in early 2026. The filing also highlighted $1.3 billion in streaming profit for fiscal 2025 and $3.5 billion in share buybacks. Chief People Officer Sonia L. Coleman plans to sell 2,473 shares. Disney will report fiscal Q1 earnings on Feb. 2.
23 January 2026
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Stock Market Today

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

7 February 2026
Ashtead shares closed Friday at 4,936p, up 1.09%, after the company bought 88,872 shares under its repurchase program. The group is set to shift its primary listing to New York on March 2, pending court approval, and will be removed from the FTSE UK index the same day. Ashtead paid a half-year dividend of 37.5 U.S. cents per share on Friday.
Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

7 February 2026
Beazley shares closed flat at 1,236 pence Friday as BlackRock disclosed a 6.55% stake and Vanguard reported 5.02%. Wellington Management cut its holding below 5%. The disclosures follow Zurich Insurance’s possible takeover offer of up to 1,335 pence per share, with a Feb. 16 deadline for a firm bid.
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