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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

MENLO PARK, Calif., Jan 28, 2026, 14:24 PST Meta Platforms on Wednesday forecast 2026 capital spending of $115 billion to $135 billion as it ramps up an artificial intelligence push it calls “superintelligence,” sending its shares up nearly 9% in extended trading. (CNA) The scale of the spending matters now because investors have started to flinch at the AI arms race: data centers, chips and talent are getting more expensive, and payback is uncertain. Meta is effectively telling the market it plans to keep its foot down, even as Wall Street scrutinises margins. For Meta, the bet rests on a
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

New York, Jan 28, 2026, 14:26 (ET) — Regular session AT&T shares climbed 4.9%, hitting $24.14 in afternoon trading Wednesday, after reaching an intraday high of $24.57. Volume surged past 52 million shares. This response is crucial for a stock that many investors view mainly as a dividend play. In telecom, the focus isn’t on rapid growth but on whether free cash flow — the cash remaining after capital expenditures — is enough to support dividends and pay down debt. Wednesday’s shift unfolded amid a risk-on mood in U.S. stocks, pushing the S&P 500 just past 7,000 as investors anticipated
28 January 2026
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Vanguard breaks $1 trillion overseas barrier as CEO targets 40 million clients

Vanguard breaks $1 trillion overseas barrier as CEO targets 40 million clients

NEW YORK, Jan 28, 2026, 04:17 (EST) Vanguard’s assets held by clients outside the U.S. have topped $1 trillion for the first time. The investment giant aims to almost double its international client count to around 40 million over the next five years. (Seeking Alpha) This milestone is significant as Vanguard aims to attract more savers to foreign markets, where cash remains king and hurdles like fees, platforms, and paperwork can discourage newcomers. In Britain and some European countries, policymakers have been urging households to embrace more investment risk to strengthen retirement savings and boost economic growth. Chief executive Salim
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

New York, January 22, 2026, 19:56 EST — after-hours. Shares of The Walt Disney Company were mostly flat in after-hours trading Thursday following a proxy filing that set a virtual annual meeting for March 18. The filing also revealed the board plans to appoint its next CEO in early 2026. Disney’s stock edged up 4 cents, or roughly 0.04%, to $113.21, after fluctuating between $112.20 and $114.24 during the regular session. Chairman James P. Gorman described succession planning as a “top priority.” (SEC) The proxy statement — the key document shareholders rely on to vote on directors and executive pay
23 January 2026
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Capital One’s $5.15B Brex deal: the corporate card buy that reshapes its fintech push

Capital One’s $5.15B Brex deal: the corporate card buy that reshapes its fintech push

NEW YORK, Jan 22, 2026, 19:06 (EST) Capital One is set to acquire fintech firm Brex for $5.15 billion in a cash-and-stock transaction, aiming to boost its presence in corporate cards and expense management software—tools businesses use to monitor and control employee spending. Following the announcement, Capital One shares dropped more than 5%, later settling about 1.5% lower. https://www.reuters.com/legal/transactional/capital-one-buy-fintech-firm-brex-515-billion-deal-2026-01-22/ With this purchase, Capital One secures an established foothold in business payments—a fiercely contested space between banks and nimble software companies. The deal also nudges the bank’s growth focus away from consumer credit, a segment vulnerable to economic slowdowns. The timing
23 January 2026
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Stock Market Today

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

7 February 2026
AST SpaceMobile shares jumped 9.1% to $101.79 Friday after a volatile week, with 15.9 million shares traded. AT&T said it will use Amazon Leo’s satellite network to reach business customers outside its terrestrial footprint but stated this will not affect its partnership with AST. A new 2x short ETF tied to ASTS, ticker ASTN, began trading on Cboe. AST’s next “BlueBird 7” satellite launch is set for late February on Blue Origin’s New Glenn.
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