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Lawsuit filed in San Diego federal court, alleges Costco claims chickens are preservative-free despite using sodium phosphate and carrageenan.

The Scotts Miracle-Gro Company (SMG) Q1 2026 Earnings Call Transcript

MSCI Inc. (MSCI) Q4 2025 Earnings Call Transcript

Google faces potential new regulations covering its search services in the United Kingdom and, in separate news, reportedly agreed to settle a proposed class action lawsuit in the United States involving its operating system for smartphones. Potential measures announced Wednesday (Jan 28) would see the U.K.'s Competition and Markets Authority (CMA) impose new rules covering Google's search services.

Amphenol Corporation offers a compelling entry point after a sharp post-earnings sell-off, despite strong quarterly results and bullish guidance. APH's high valuation (P/E ~48) is justified by robust growth, strong margins, and ongoing AI-driven data center demand. Q4 revenue surged 50% YOY to $6.44B, with adjusted EPS up 76% and operating margins exceeding 26%.

Schwab U.S. Large-Cap Value ETF (SCHV) offers diversified, low-cost exposure to large-cap value stocks, appealing amid AI bubble concerns. SCHV trades at a lower P/E (21.27x) than growth peers, providing a potential hedge during economic uncertainty and sector rotation. Key sector weights—financials (22.54%), industrials (14.46%), and information technology (13.78%)—position SCHV to benefit from rate cuts, defense spending, and semiconductor investments.

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Forrester Research, Inc. (Nasdaq: FORR) will broadcast its fourth-quarter and full-year earnings conference call at 4:30 p.m. ET on February 12, 2026. The call will be available at Forrester.com. Investors who wish to hear the call should log on at least 15 minutes prior to the broadcast. Participants may pre-register for the call here. Instructions are provided to ensure that the necessary audio applications are downloaded and installed. Users can obtain thes.

I am maintaining my Buy rating on the Schwab U.S. Large-Cap Value ETF (SCHV) due to its defensive positioning amid high market valuations. SCHV offers low-cost, broad large-cap value exposure, with a portfolio tilted toward financials, industrials, and less tech concentration. Compared to peers, SCHV delivers lower volatility and solid risk-adjusted returns, though it may underperform in strong growth-led markets.

For advertising technology stock AppLovin NASDAQ: APP, short reports have become a noteworthy theme. Critical reports from Fuzzy Panda Research and Culper Research were released early in 2025, leading AppLovin shares to fall over 12% on Feb. 26, 2025.

Palantir Technologies Inc. remains a Buy with a $214 price target, supported by strong growth, profitability, and deepening AI adoption. PLTR's upcoming Q4 '25 earnings are pivotal, with shares depending on Palantir's ability to sustain high growth and justify its elevated 109.34x P/S premium. Palantir's liquidity is robust, with $6.44B in cash and no debt, while revenue per customer and operating margins are rising each quarter.
