🇺🇸 US Earnings by TNBfolio

#MA

Earnings live: Meta and IBM stocks pop, Microsoft slides, Caterpillar shares climb
https://finance.yahoo.com/news/live/earnings-live-meta-and-ibm-stocks-pop-microsoft-slides-caterpillar-shares-climb-131726015.html

Mastercard profit rises on sustained transaction volumes
https://finance.yahoo.com/news/mastercard-profit-rises-sustained-transaction-131252317.html

MasterCard: Q4 Earnings Snapshot
https://finance.yahoo.com/news/mastercard-q4-earnings-snapshot-131027377.html

Apple, Oil Earnings, Inflation Data: Still to Come This Week
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-01-29-2026/card/apple-oil-major-earnings-inflation-data-still-to-come-this-week-qi2FrCsHwtTnempKUUh6?siteid=yhoof2&yptr=yahoo

Why the path to scalable stablecoins starts with onchain privacy
https://www.electronicpaymentsinternational.com/comment/path-to-scalable-stablecoins-onchain-privacy/

Yahoo Finance

Earnings live: Oracle stock jumps on upbeat outlook, Campbell's slides on cautious guidance

The S&P 500 was on track for double-digit earnings growth, with more than half of companies having reported Q4 results so far.

133 views13:20

🇺🇸 US Earnings by TNBfolio

Deutsche Bank AG (DB)
Mkt Cap: 75.12B
Country: Germany
Industry: #Major_Banks
Sector: #Finance
Website: https://www.db.com

#DB

- Quarterly Revenue(Reported, Estimate, Surprise, YoY, QoQ)
2512: 7.73B / 8.97B / -13.8% / 7.1% / -17.6%
2509: 9.38B / 9.08B / 3.3% / 25.1% / 20.3%
2506: 7.8B / 8.99B / -13.2% / 2.8% / -8.2%
2503: 8.5B / 8.87B / -4.2% / 9.4% / 17.7%
2412: 7.22B / 7.59B / -4.9% / -19.8% / -3.7%

- Quarterly EPS(Reported, Estimate, Surprise, YoY, QoQ)
2512: 0.76 / 0.69 / 10.1% / 406.7% / -24.0%
2509: 1.0 / 0.8246 / 21.3% / 23.5% / 108.3%
2506: 0.48 / 0.58 / -17.2% / 271.4% / -54.3%
2503: 1.05 / 1.0 / 5.0% / 52.2% / 600.0%
2412: 0.15 / 0.51 / -70.6% / -- / -81.5%

- Annual Revenue(YoY%), EPS(YoY%)
2412: 28.26B(-9.5%) / 1.37(-50.5%)
2312: 31.24B(18.1%) / 2.77(19.4%)
2212: 26.44B(4.2%) / 2.32(139.2%)
2112: 25.37B(5.8%) / 0.97(1516.7%)

- Description: Deutsche Bank Aktiengesellschaft provides investment, financial, and related products and services to private individuals, corporate entit...

306 views13:21

🇺🇸 US Earnings by TNBfolio

#DB

Deutsche Bank offices raided by German authorities in money laundering
https://www.privatebankerinternational.com/news/german-authorities-raided-deutsche-bank/

Stocks to Watch Thursday: Alphabet, Southwest, Toyota
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-01-29-2026/card/stocks-to-watch-thursday-alphabet-southwest-toyota-sDSaEuoAjopbyF9TZg5K?siteid=yhoof2&yptr=yahoo

Deutsche Bank, facing probe, posts biggest annual profit in nearly two decades
https://finance.yahoo.com/video/deutsche-bank-facing-probe-posts-100038885.html

Deutsche Bank: Q4 Earnings Snapshot
https://finance.yahoo.com/news/deutsche-bank-q4-earnings-snapshot-084145462.html

Deutsche Bank Had 'Strong Start' to Quarter, CFO Says
https://finance.yahoo.com/video/deutsche-bank-had-strong-start-064624189.html

Private Banker International

Deutsche Bank offices raided by German authorities in money laundering

German law enforcement officials have searched offices at Deutsche Bank as part of an investigation into money laundering.

294 views13:21

🇺🇸 US Earnings by TNBfolio

West Bancorporation, Inc. (WTBA)
Mkt Cap: 378.29M
Country: United States
Industry: #Major_Banks
Sector: #Finance
Website: https://www.westbankstrong.com

#WTBA

- Quarterly Revenue(Reported, Estimate, Surprise, YoY, QoQ)
2512: 23.31M / 26.7M / -12.7% / 11.8% / -6.8%
2509: 25M / 24.2M / 3.3% / 23.0% / 4.9%
2506: 23.83M / 23.75M / 0.3% / 21.7% / 3.2%
2503: 23.1M / 21.7M / 6.5% / 22.4% / 10.8%
2412: 20.85M / 20.37M / 2.4% / 15.2% / 2.6%

- Quarterly EPS(Reported, Estimate, Surprise, YoY, QoQ)
2512: 0.43 / 0.57 / -24.6% / 2.4% / -21.8%
2509: 0.55 / 0.47 / 17.0% / 57.1% / 17.0%
2506: 0.47 / 0.46 / 2.2% / 51.6% / 2.2%
2503: 0.46 / 0.4 / 15.0% / 31.4% / 9.5%
2412: 0.42 / 0.33 / 27.3% / 55.6% / 20.0%

- Annual Revenue(YoY%), EPS(YoY%)
2412: 197.84M(152.1%) / 1.42(-1.4%)
2312: 78.47M(-22.6%) / 1.44(-47.8%)
2212: 101.41M(-2.7%) / 2.76(-6.4%)
2112: 104.19M(13.3%) / 2.95(49.0%)

- Description: West Bancorporation, Inc. operates as the financial holding company for West Bank that provides community banki...

254 views13:41

🇺🇸 US Earnings by TNBfolio

#WTBA

Capitol Federal Financial (CFFN) Q1 Earnings Beat Estimates
https://finance.yahoo.com/news/capitol-federal-financial-cffn-q1-151001299.html

Riverview Bancorp (RVSB) Q3 Earnings and Revenues Beat Estimates
https://finance.yahoo.com/news/riverview-bancorp-rvsb-q3-earnings-221001930.html

Citizens Community Bancorp, Inc. (CZWI) Beats Q4 Earnings and Revenue Estimates
https://finance.yahoo.com/news/citizens-community-bancorp-inc-czwi-152501327.html

Why Analysts See A New Story For West Bancorporation (WTBA) After Fresh Price Target
https://finance.yahoo.com/news/why-analysts-see-story-west-120550592.html

Southern Missouri Bancorp (SMBC) Q2 Earnings Beat Estimates
https://finance.yahoo.com/news/southern-missouri-bancorp-smbc-q2-234502265.html

Yahoo Finance

Capitol Federal Financial (CFFN) Q1 Earnings Beat Estimates

Capitol Federal (CFFN) delivered earnings and revenue surprises of +10.35% and -0.20%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

388 views13:41

🇺🇸 US Earnings by TNBfolio

Coda Octopus Group, Inc. (CODA)
Mkt Cap: 111.48M
Country: United States
Industry: #Industrial_Machinery_Components
Sector: #Industrials
Website: https://www.codaoctopusgroup.com

#CODA

- Quarterly Revenue(Reported, Estimate, Surprise, YoY, QoQ)
2510: 7.27M / 7.07M / 2.8% / -64.2% / 3.0%
2507: 7.06M / 6.16M / 14.6% / 28.8% / 0.6%
2504: 7.02M / 6.35M / 10.6% / 32.0% / 34.7%
2501: 5.21M / 5.74M / -9.2% / 16.8% / -74.3%
2410: 20.31M / 5.62M / 261.4% / 469.9% / 270.6%

- Quarterly EPS(Reported, Estimate, Surprise, YoY, QoQ)
2510: 0.09 / 0.11 / -18.2% / -71.9% / -18.2%
2507: 0.11 / 0.1 / 10.0% / 0.0% / 37.5%
2504: 0.08 / 0.09 / -11.1% / -38.5% / 0.0%
2501: 0.08 / 0.1 / -20.0% / 33.3% / -75.0%
2410: 0.32 / 0.1 / 220.0% / -- / 190.9%

- Annual Revenue(YoY%), EPS(YoY%)
2410: 20.32M(5.0%) / 0.32(14.3%)
2310: 19.35M(-12.9%) / 0.28(-26.3%)
2210: 22.23M(4.2%) / 0.38(-13.6%)
2110: 21.33M(6.4%) / 0.44(46.7%)

- Description: Coda Octopus Group, Inc., together with its subsidiaries, develops and sells under...

225 views14:21

🇺🇸 US Earnings by TNBfolio

#CODA

Investing in Coda Octopus Group (NASDAQ:CODA) five years ago would have delivered you a 77% gain
https://finance.yahoo.com/news/investing-coda-octopus-group-nasdaq-122901372.html

In spite of recent selling, insiders still control 45% of Coda Octopus Group, Inc. (NASDAQ:CODA)
https://finance.yahoo.com/news/spite-recent-selling-insiders-still-161531233.html

There Are Reasons To Feel Uneasy About Coda Octopus Group's (NASDAQ:CODA) Returns On Capital
https://finance.yahoo.com/news/reasons-feel-uneasy-coda-octopus-101308281.html

Coda Octopus Group (CODA) Releases its FQ3 2025 Results
https://finance.yahoo.com/news/coda-octopus-group-coda-releases-081928131.html

Calculating The Fair Value Of Coda Octopus Group, Inc. (NASDAQ:CODA)
https://finance.yahoo.com/news/calculating-fair-value-coda-octopus-110221759.html

Yahoo Finance

Investing in Coda Octopus Group (NASDAQ:CODA) five years ago would have delivered you a 77% gain

Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...

240 views14:21

🇺🇸 US Earnings by TNBfolio

Coastal Financial Corporation (CCB)
Mkt Cap: 1.53B
Country: United States
Industry: #Major_Banks
Sector: #Finance
Website: https://www.coastalbank.com

#CCB

- Quarterly Revenue(Reported, Estimate, Surprise, YoY, QoQ)
2512: 138.03M / 140.66M / -1.9% / -3.7% / -4.6%
2509: 144.68M / 133.25M / 8.6% / -5.0% / 21.1%
2506: 119.43M / 151.37M / -21.1% / -12.3% / 15.1%
2503: 103.74M / 156.63M / -33.8% / -15.1% / -27.6%
2412: 143.27M / 148M / -3.2% / 44.3% / -5.9%

- Quarterly EPS(Reported, Estimate, Surprise, YoY, QoQ)
2512: 0.82 / 1.02 / -19.6% / -12.8% / -6.8%
2509: 0.88 / 0.873 / 0.8% / -9.3% / 23.9%
2506: 0.71 / 0.84 / -15.5% / -15.5% / -24.5%
2503: 0.94 / 0.8725 / 7.7% / 88.0% / 0.0%
2412: 0.94 / 0.962 / -2.3% / 42.4% / -3.1%

- Annual Revenue(YoY%), EPS(YoY%)
2412: 576.61M(63.9%) / 3.25(-0.6%)
2312: 351.84M(64.7%) / 3.27(8.6%)
2212: 213.59M(109.8%) / 3.01(39.4%)
2112: 101.81M(56.0%) / 2.16(74.2%)

- Description: Coastal Financial Corporation operates as the bank holding company for Coastal Comm...

469 views14:21

🇺🇸 US Earnings by TNBfolio

#CCB

Coastal Financial CEO Sells 12,402 Shares Worth $1.4 Million
https://www.fool.com/coverage/filings/2026/01/28/coastal-financial-ceo-sells-12-402-shares-worth-usd1-4-million/

TriCo (TCBK) Q4 Earnings and Revenues Surpass Estimates
https://finance.yahoo.com/news/trico-tcbk-q4-earnings-revenues-124002165.html

Is It Too Late To Consider Coastal Financial (CCB) After Its Strong Multi‑Year Run?
https://finance.yahoo.com/news/too-consider-coastal-financial-ccb-160525674.html

1 Russell 2000 Stock for Long-Term Investors and 2 We Find Risky
https://finance.yahoo.com/news/1-russell-2000-stock-long-043230669.html

Coastal Financial Insider Sells Another $1.3 Million in Stock as Shares Rise 47%
https://www.fool.com/coverage/filings/2026/01/11/coastal-financial-insider-sells-another-usd1-3-million-in-stock-as-shares-rise-47/

The Motley Fool

Coastal Financial CEO Sells 12,402 Shares Worth $1.4 Million | The Motley Fool

This Puget Sound banking provider, known for its digital platform offerings, reported significant insider selling in its latest SEC filing.

830 views14:21

🇺🇸 US Earnings by TNBfolio

SpaceX와 xAI의 합병 논의 및 IPO 계획
(by https://t.me/TNBfolio_US)
- Elon Musk의 SpaceX와 xAI가 연내 예정된 대규모 기업공개(IPO)를 앞두고 합병을 위한 논의를 진행 중이다.
- 이번 합병이 성사되면 로켓 제조, Starlink 위성, X 플랫폼, Grok AI 챗봇이 하나의 거대한 테크 지주회사 아래 통합된다.
- 합병의 주요 목적은 태양광 에너지를 활용한 '우주 데이터센터' 구축이며 이를 통해 AI 훈련 및 운영 비용을 낮출 계획이다.
- SpaceX는 올해 6월경 기업 가치 1.5조 달러(약 2,000조 원)를 목표로 IPO를 준비 중이며 이는 역사상 최대 규모가 될 전망이다.
- xAI는 최근 펜타곤과 2억 달러 규모의 계약을 체결하는 등 군사 네트워크용 AI 공급을 확대하며 국방 사업 경쟁력을 지원하고 있다.
- 네바다주 법인 설립 기록에 따르면 합병을 위한 특수목적법인이 이미 신설되는 등 거래를 위한 법적 절차가 진행 중인 것으로 보인다.
- 이번 딜이 성사될 경우 xAI 주주들은 SpaceX 주식을 교환받게 되며 일부 임원들에게는 현금 보상 옵션도 검토되고 있다.
- 시장에서는 이번 합병이 SpaceX의 수익 구조를 다변화하고 Starlink 위성망과 AI 기술의 시너지를 극대화할 것으로 기대하고 있다.
https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29/

Reuters

Exclusive: Musk's SpaceX in merger talks with xAI ahead of planned IPO, source says

The merger would bring Musk’s rockets, Starlink satellites, the X social media platform and Grok AI chatbot under one roof and could boost his efforts to launch data centers into orbit.

5.05K views20:16

🇺🇸 US Earnings by TNBfolio

GSK, 기대 이하의 초기 데이터 확인 후 Wave에 RNA 편집 치료제 반환
https://t.me/TNBfolio_US
- GSK는 Wave Life Sciences와 공동 개발하던 AATD 치료제 WVE-006의 권리를 파트너사에 반환하기로 결정했다.
- 이번 결정은 지난 9월 발표된 임상 1b/2a상 결과에서 단백질 수치가 시장 기대치인 12uM에 미치지 못한 점이 영향을 미친 것으로 보인다.
- 분석가들은 GSK가 희귀 질환인 AATD보다 COPD와 같은 더 넓은 시장성을 가진 적응증에 집중하려는 전략적 선택을 내린 것으로 분석했다.
- 비록 특정 자산은 반환했으나 GSK는 Wave의 PRISM 플랫폼을 활용한 다른 8개 선행 프로그램에 대한 협력 관계는 지속할 방침이다.
- Wave는 향후 고용량 임상 데이터를 추가로 발표할 예정이며 현재 보유한 자금으로 2028년 3분기까지 운영이 가능하다고 밝혔다.
https://www.biospace.com/business/gsk-hands-rna-editor-back-to-wave-after-underwhelming-early-aatd-data

BioSpace

GSK Hands RNA Editor Back to Wave After Underwhelming Early AATD Data

While GSK did not provide a specific reason for returning Wave Life Sciences’ WVE-006, the decision comes after the asset in September 2025 came below analyst expectations in a Phase Ib/IIa AATD study.

15K views14:43

🇺🇸 US Earnings by TNBfolio

자금 조달 계획으로 투자자 신뢰 회복하며 Oracle CDS급락
(by https://t.me/TNBfolio)
- Oracle이 대규모 데이터 센터 구축 비용 마련을 위해 최대 500억 달러 규모의 부채 및 주식 자금 조달 계획을 발표했다.
- 이 소식에 Oracle의 5년 만기 신용부도스왑 가격이 17% 급락하며 부채 상환 불이행에 대한 시장의 우려가 크게 줄어들었다.
- 분석가들은 이번 자금 조달에 주식 발행이 포함된 점이 신용 등급 강등 위험을 낮추고 채권 투자자들에게 긍정적인 신호를 주었다고 평가했다.
- Oracle은 자금 조달을 통해 Nvidia, Meta, OpenAI 등 주요 클라우드 고객의 수요를 맞추기 위한 인공지능 인프라 확장에 나설 예정이다.
- 다만 주식 발행에 따른 기존 주주 가치 희석 우려로 인해 월요일 뉴욕 증시에서 ORCL 주가는 3% 하락 마감했다.

https://www.cnbc.com/2026/02/02/oracles-credit-default-swaps-are-plummeting-after-financing-plans.html

3.84K viewsedited 02:10

🇺🇸 US Earnings by TNBfolio

Forwarded from TNBfolio

단독: 스페이스X와 xAI, 주식 교환 비율 0.1433으로 결정
(by https://t.me/TNBfolio)
- 일론 머스크의 인공지능 기업 xAI 투자자들이 인공지능 기업 인수의 일환으로 xAI 1주당 스페이스X 주식 0.1433주를 받게 될 것이다.
- 이번 거래의 일환으로 일부 xAI 경영진은 스페이스X 주식 대신 현금을 선택할 수도 있으며, 이 경우 xAI 1주당 75.46달러를 받게 된다.
https://www.reuters.com/technology/spacex-xai-set-share-exchange-ratio-01433-source-says-2026-02-03/

Reuters

Exclusive: SpaceX, xAI set share exchange ratio at 0.1433, source says

As part of the deal, some xAI executives may also opt for cash instead of SpaceX stock, receiving $75.46 per share for each xAI share.

1.19K views02:53

🇺🇸 US Earnings by TNBfolio

Forwarded from TNBfolio

1.52K views03:38

🇺🇸 US Earnings by TNBfolio

Forwarded from TNBfolio

1.97K views21:18

🇺🇸 US Earnings by TNBfolio

Forwarded from TNBfolio

SpaceX, 대규모 IPO 앞두고 주요 지수의 조기 편입 추진
(by https://t.me/TNBfolio)
- SpaceX는 올해 하반기 예정된 상장 직후 주가 부양과 유동성 확보를 위해 주요 시장 지수에 조기 편입되는 방안을 지수 사업자들과 논의 중이다.
- 일반적으로 신규 상장 기업은 안정성 검증을 위해 수개월 이상 대기해야 하지만 SpaceX는 지수 산출 방식의 변경을 통해 이 기간을 단축하고자 한다.
- 최근 Nasdaq은 시가총액 상위 40위 이내 기업이 상장 15일 만에 Nasdaq 100 지수에 진입할 수 있는 신속 편입 절차 도입을 제안했다.
- 기업 가치가 1조 달러에 달할 것으로 예상되는 SpaceX는 조기 편입을 통해 인덱스 펀드의 자금을 빠르게 유입시켜 상장 초기 대규모 매도 압력을 상쇄하려는 전략이다.
- 이번 논의 결과에 따라 올해 상장을 준비 중인 OpenAI와 Anthropic 등 거대 AI 기업들도 공모 시장에서 상당한 수혜를 입을 것으로 전망된다.
https://www.wsj.com/finance/stocks/spacex-seeks-early-index-entry-as-it-prepares-massive-ipo-8445ed59

The Wall Street Journal

Exclusive | SpaceX Seeks Early Index Entry as It Prepares Massive IPO

Advisers to Elon Musk have reached out to major index providers seeking ways to secure earlier inclusion in market benchmarks to lift shares.

2.59K views00:46

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