Market Signal Briefing

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TPC over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing. 

As the exclusive manufacturer of NVIDIA Corp. (NASDAQ:NVDA) GPUs, TSMC reported a 35% jump in net profit, crushing analyst estimates and proving that the AI gold rush is still on. 

CRWV stock is climbing. See the chart and price action here.  The Neocloud LifelineFor neocloud providers like CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS), TSMC's results are a validation of their business model—to secure massive allocations of Nvidia's Blackwell and upcoming Rubin architectures (manufactured on TSMC's 3nm and 2nm nodes) to provide the specialized compute power that hyperscalers often lack.

Because their entire value proposition rests on the availability of cutting-edge AI chips, the blockbuster quarter and forward guidance from TSMC alleviates two major risks:

Supply Security: Record manufacturing yields and capacity expansion mean Coreweave and Nebius can fulfill their multibillion-dollar backlogs.  Demand Strength: When the world's largest foundry raises its 2026 capex to between $52 billion and $56 billion, it signals that tech companies are still placing massive, long-term orders for AI chips. Bursting The “AI Bubble” NarrativeThe AI bubble fears have been largely quieted by TSMC’s quarterly report and the sheer scale of margins. With a gross margin of 62.3%, TSMC proved that the industry is not just growing, but doing so with immense profitability. 

Taiwan Semiconductor CEO C.C. Wei's declaration that “AI is real” is backed by the fact that its High-Performance Computing (HPC) segment accounts for 55% of total revenue. 

The takeaway for CoreWeave and Nebius investors is that the primary constraint on their growth is supply, not demand. 

TSMC's record-breaking production capacity suggests that neocloud providers will have the consistent access to chips necessary to service their expanding backlogs through 2026.

Photo: Shutterstock

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, /PRNewswire/ -- Kroger Health, the healthcare division of The Kroger Co. (NYSE: KR), today announced it has supported more than 250,000 students in completing the company's drug safety program for high school students, Prescription Drug Safety: Know the truth. Support for this program is part of Kroger Health's ongoing commitment to helping people live healthier lives by raising awareness about the safe use, storage and disposal of prescription medications. It is made available at no cost to participating middle and high schools through the company's strategic collaboration with Everfi, the trusted leader in connecting businesses and communities through personal finance and essential life-skills education.

Kroger Health has worked with Everfi since 2018 to provide curriculum designed to support healthy decision-making to help reduce the number of young adults misusing prescription medications. In that time, the number of students who have completed the program has increased from approximately 700 students in the 2017-18 academic year to nearly 65,000 students in the 2024-25 academic year alone. After participating in the curriculum, students say they are ready to support others who may be impacted by prescription drug misuse, based on pre- and post-assessment scores.

"By equipping students with the knowledge and skills they can use to make better, healthier decisions, we're building stronger, more resilient communities," said Colleen Lindholz, president of Kroger Health. "Kroger Health is proud to play a part in helping young people recognize the warning signs of drug abuse and misuse and shaping a brighter future for generations to come."

"Kroger Health's dedication to prescription drug safety education demonstrates the powerful impact that's possible when businesses invest in their communities," said Ray Martinez, CEO of Everfi. "Reaching 250,000 students is a significant milestone, and we're proud to work with Kroger Health in equipping young people with the critical knowledge they need to make informed decisions about prescription medications."

To learn more about Kroger Health's collaboration with Everfi, visit: krogerhealth.everfi.com.

About Kroger  
At The Kroger Co. (NYSE: KR), we are dedicated to our Purpose: To Feed the Human Spirit™. We are, across our family of companies more than 400,000 associates who serve over 11 million customers daily through an e-Commerce experience and retail food stores under a variety of banner names, serving America through food inspiration and uplift, and creating #ZeroHungerZeroWaste communities. To learn more about us, visit our newsroom and investor relations site.   

About Kroger Health
Kroger Health, the healthcare division of The Kroger Co., is one of America's leading retail healthcare organizations, serving more than 17 million patients annually. Kroger Family of Pharmacies operate more than 2,200 pharmacies across 35 states and The Little Clinic offers telehealth services in nine states and operates more than 220 in-person clinics in eight states. Our team of 23,000 healthcare practitioners, including pharmacists, nurse practitioners, physician assistants, registered dietitians and technicians believe in practicing at the top of our licenses, enabling "food as medicine" to help prevent disease before it starts, and helping people live healthier lives. For more information, visit www.kroger.com/health. 

About Everfi

Since 2008, Everfi has connected businesses to communities by providing essential education that builds trust and drives measurable impact. Using digital and offline resources, the company delivers personal finance and life skills education to millions of learners annually in both K-12 schools and broader communities. Today, hundreds of organizations, including financial institutions, professional sports leagues, and healthcare systems, rely on Everfi to deliver measurable outcomes that benefit learners and drive business impact. To learn more about Everfi, please visit everfi.com or follow us on Facebook, Instagram, LinkedIn, or X/Twitter @Everfi. 

SOURCE The Kroger Co.

ToplineParamount Skydance discussed its hostile $108 billion bid for Warner Bros. Discovery with French President Emmanuel Macron this week as the company seeks support from European officials, Bloomberg reported Thursday, after Paramount said it would launch a proxy fight to prevent a merger with Netflix.

Warner Bros. Discovery twice rejected an offer from Paramount backed by billionaire Larry Ellison.

Getty Images

Key FactsSenior executives from Paramount held talks with Macron and other senior French officials in recent days to discuss the bid, Bloomberg reported, citing people familiar with the matter.

The company met with UK officials in London on Thursday, while other meetings with the European Commission have also reportedly taken place this week, as either Paramount or Netflix will face regulatory scrutiny in the U.S. and from the European Commission after a deal is finalized.

Warner Bros. Discovery urged its shareholders to reject Paramount’s bid for a second time earlier this month, saying Paramount’s offer “remains inadequate.”

TangentThe Delaware Chancery Court on Thursday rejected Paramount’s demand for Warner Bros. Discovery to better explain why Netflix’s nearly $83 billion takeover was more appealing than its own, according to court filings. Warner Bros. Discovery, in a statement to Reuters, called Paramount’s lawsuit “another unserious attempt to distract and the judge saw right through it,” though Paramount indicated it would further pressure Warner Bros. Discovery for more information.

What To Watch ForParamount CEO David Ellison, the son of billionaire Oracle chairman Larry Ellison, announced Tuesday the company would launch a proxy fight to disrupt Netflix’s merger with Warner Bros. Discovery. Ellison said Paramount would nominate a “slate of directors” during Warner Bros. Discovery’s annual meeting later this year who would pursue Paramount’s offer, arguing Warner’s board has “shirked its duty” by recommending shareholders to approve Netflix’s takeover.

Key BackgroundTensions have escalated in recent weeks as Paramount pursues a hostile takeover. A deal was finalized for Warner to sell its studios to Netflix for about $83 billion in December, and the company has repeatedly said Paramount’s $30-a-share offer was “inferior” to Netflix’s. Paramount’s offer was reviewed by Warner, whose board said it provided “inadequate” value and imposed “numerous, significant risks and costs,” according to chair Samuel DiPiazza, while Netflix offered a “clear path to close” with regulators. Warner also disputed whether Larry Ellison, the fifth-richest person in the world with a net worth estimated at $241.6 billion, would back Paramount’s bid. In an amended bid last month, Paramount disclosed that Larry Ellison agreed to provide an “irrevocable personal guarantee” of $40.4 billion and said it would pay Warner $5.8 billion should the transaction fail to go through.

Further ReadingParamount Courts Macron In European Charm Offensive For Warner Deal (Forbes)

By Reuters

January 15, 20268:16 PM UTCUpdated ago

Signage is seen at the Blackstone Group headquarters in New York City, U.S., January 18, 2023. REUTERS/Jeenah Moon Purchase Licensing Rights, opens new tab

Jan 15 (Reuters) - Blackstone (BX.N), opens new tab is providing 4 billion euros ($4.65 billion) for a data center in Lippetal, Germany, Handelsblatt reported on Thursday, citing sources.

Blackstone did not immediately respond to a Reuters request for comment.

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Corbus Pharmaceuticals Holdings, Inc. (CRBP) 44th Annual J.P. Morgan Healthcare Conference January 15, 2026 11:15 AM EST

Company Participants

Yuval Cohen - CEO & Director

Conference Call Participants

Roland Ye

Presentation

Roland Ye

Good morning, everyone. Welcome. We're excited to be continuing our 44th Annual JPMorgan Healthcare Conference. My name is Roland Ye. I'm associate on the health care investment banking team. And today, it's my pleasure to introduce Corbus Pharmaceuticals and CEO, Yuval Cohen. We'll have time for Q&A at the end. And with that, we'll hand it over to Yuval.

Yuval Cohen
CEO & Director

Good morning, everyone. Roland, thank you so much for that introduction. It's a delight to be here. We're very grateful to the JPMorgan team for hosting us again. I'm going to focus this morning on 2 of our assets. I'll start with important milestones coming up this year for our ADC. And then I'll talk a bit more about a refresher of our recent obesity data and the milestone there. I'm assuming everyone in this room and probably everyone listening knows the background of Corbus, understands our pipeline. So let's dive straight into it.

The key questions, I think, for CRB-701 in 2026 are the following, and I'll divide it into the 3 possible indications of this study -- of this drug. The first one revolves around our second-line monotherapy in head and neck. We presented updated data on that at ESMO. We have more and more patients. The duration is getting longer and longer, but it's still an earlier data set that we presented from this September data cut.

Later this year at a large oncology conference, our aim is to present the maturing data, where the key question revolves around the duration of response for these patients. I think we've established that

Butterfly Network, Inc. (BFLY) 44th Annual J.P. Morgan Healthcare Conference January 15, 2026 12:00 PM EST

Company Participants

Joseph DeVivo - CEO, President & Chairman of the Board

Presentation

Unknown Analyst

Hi, everyone. Thank you so much for joining us today. My name is [ Lina Campbell ] and I am an associate with the health care investment banking team at JPMorgan. It's my great pleasure to introduce Joe DeVivo, the CEO, President and Chairman; and John Doherty, EVP, Chief Financial Officer; and Megan Carlson, the Chief Accounting Officer of the Butterfly Network team. Please join me welcome the team here.

Joseph DeVivo
CEO, President & Chairman of the Board

All right. Well, first of all, thank you so much for the invitation. It's a great honor for Butterfly to be able to present at this JPMorgan Conference, the Super Bowl of health care each year. And thank you for all of you being with us on this last day. So we're very honored.

But before I get into the presentation, this morning, there was some news, a press release, where we've had at the SPAC, we issued a bunch of warrants to select shareholders that had helped the company with the SPAC at $11.50, and those warrants are expiring. We knew this would happen. We would -- of course, we wish our stock right now was at $11.50, $12.15. We think actually it should be there. But with those warrants expiring, there was some news. And so I think people were confused when they saw that press release.

So we knew this was going to happen. That actually means it's unfortunate for those warrant holders, but for existing shareholders, new shareholders that's 20 million shares of dilution that won't be happening in the next month. So no big deal to us, and again, except

HomeStock IdeasLong IdeasTech 

SummarySuper Micro Computer, Inc. is deeply undervalued, trading at a forward PEG of 0.48 versus the sector's 1.71, despite robust AI-driven growth prospects.SMCI's aggressive innovation, diversified partnerships with Nvidia, Intel, and AMD, and expansion into edge AI and retail AI solutions support a bullish outlook.Forward P/E and P/S ratios are significantly below sector medians, with Wall Street's $47 price target implying 67% upside.I maintain a Strong Buy rating, acknowledging risks from earnings misses and near-term technical weakness but favoring long-term value. JHVEPhoto/iStock Editorial via Getty Images

I continue accumulating my Super Micro Computer, Inc. (SMCI) position despite a 45% share price decline since my previous bullish call. After such a deep share price decline, the stock is currently ridiculously

Analyst’s Disclosure:I/we have a beneficial long position in the shares of SMCI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

By PYMNTS  |  January 15, 2026

 | 

BlackRock has raised $12.5 billion in its artificial intelligence partnership with Microsoft, Bloomberg reported Thursday (Jan. 15), citing commentary from the company’s fourth-quarter 2025 earnings call.

The investment management firm and the tech giant joined forces in 2024 to fund data centers behind the AI boom and are now closer to their $30 billion goal, the report said. The partnership also includes Nvidia, xAi and United Arab Emirates-affiliated MGX investment group.

The effort “continues to attract significant capital,” BlackRock CEO Larry Fink told analysts during the call, per the report.

The partnership is aiming to pull in $30 billion of private equity capital and then mobilize up to $100 billion in investment potential, including debt financing for infrastructure projects, PYMNTS reported in September 2024.

“We are committed to ensuring AI helps advance innovation and drives growth across every sector of the economy,” Microsoft Chairman and CEO Satya Nadella said at the time. “The Global AI Infrastructure Investment Partnership will help us deliver on this vision, as we bring together financial and industry leaders to build the infrastructure of the future and power it in a sustainable way.”

The group made a $40 billion deal in October to acquire Aligned Data Centers from Macquarie Asset Management, which called it the largest data center acquisition in history.

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Meanwhile, new research suggests that AI may no longer need massive data centers to scale.

A study from Switzerland-based tech university EPFL found that while frontier model training is still computationally intensive, many operational AI systems can be deployed without requiring centralized hyperscale facilities.

Instead, these systems can distribute workloads across existing machines, regional servers or edge environments, cutting back on the reliance on large, centralized clusters.

“The research highlights a growing mismatch between AI infrastructure and real-world enterprise use cases,” PYMNTS reported Friday (Jan. 9). “These systems often rely on smaller models, repeated inference and localized data rather than continuous access to massive, centralized models.”

Nvidia found that small language models could carry out 70% to 80% of enterprise tasks, leaving the most complex reasoning to large-scale systems, a structure that is becoming the most cost-effective way to operationalize AI.

For all PYMNTS AI coverage, subscribe to the daily AI Newsletter.

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming March 2, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased agilon health, inc. (“agilon” or the “Company”) (NYSE: AGL) securities between February 26, 2025 and August 4, 2025, inclusive (the “Class Period”).

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN AGILON HEALTH, INC. (AGL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Happened?

On August 4, 2025, agilon disclosed that its President, CEO, and Director of the Board was departing the Company, and that his departure “was a termination without ‘cause’ under [his] employment agreement.” That same day, agilon released its second quarter 2025 financial results, missing estimates and further announcing that it was suspending its 2025 guidance due to the leadership change “as well as continued execution of ongoing initiatives and market uncertainty which may impact future results.”

On this news, agilon’s stock price fell $0.93, or 51.5%, to close at $0.88 per share on August 5, 2025, thereby injuring investors.

What Is The Lawsuit About?

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Defendants recklessly issued guidance for 2025 that they knew or should have known was not going to be achieved, given material industry headwinds of which they were aware; (2) Defendants materially overstated the immediate positive financial impact from "strategic actions" taken by agilon to reduce risk; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you purchased or otherwise acquired agilon securities during the Class Period, you may move the Court no later than March 2, 2026 to ask the Court to appoint you as lead plaintiff if you meet certain legal requirements.

Contact Us To Participate or Learn More:

If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:

Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Telephone: (215) 638-4847
Email: [email protected]
Visit our website at: www.howardsmithlaw.com.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

More News From Law Offices of Howard G. Smith

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- AGCO (NYSE: AGCO), a global leader in the design, manufacture and distribution of agricultural machinery and precision ag technology, announced today its Board of Directors declared a regular quarterly dividend of $0.29 per common share to be paid on March 16, 2026, to all stockholders of record as of the close of business February 13, 2026.

About AGCO:
AGCO (NYSE: AGCO) is a global leader in the design, manufacture and distribution of agricultural machinery and precision ag technology. AGCO delivers value to farmers and OEM customers through its differentiated brand portfolio including leading brands Fendt®, Massey Ferguson®, PTx and Valtra®. AGCO's full line of equipment, smart farming solutions and services helps farmers sustainably feed our world. Founded in 1990 and headquartered in Duluth, Georgia, USA, AGCO had net sales of approximately $11.7 billion in 2024. For more information, visit www.agcocorp.com.

SOURCE AGCO Corporation

Also from this source

SCOTTSDALE, AZ, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Signing Day Sports, Inc. (“Signing Day Sports” or the “Company”) (NYSE American: SGN), the developer of the Signing Day Sports app and platform to aid high school athletes in the recruitment process, today announced selected financial results for the quarter ended September 30, 2025, and provided a business update.

Key Takeaways SoFi lifted its 2025 outlook, raising member adds to ~3.5M and pointing to stronger operating leverage.SOFI raised guidance to $3.54B adjusted net revenue and $1.035B adjusted EBITDA.SoFi forecasts $2.5B tangible book value growth, far above prior estimates. Scalable profitability has become the defining driver behind SoFi Technologies’ (SOFI - Free Report) stronger 2025 outlook, as evidenced by upward revisions across all major operating metrics. The company now expects to add roughly 3.5 million new members, indicating 34% growth versus its earlier 30% projection. This upgrade reflects the compounding strength of SoFi’s ecosystem, where a larger member base fuels higher product penetration and rising operating leverage.

Revenue guidance has also moved meaningfully higher. Adjusted net revenue is now expected to reach $3.54 billion, implying 36% year-over-year growth and exceeding the prior forecast of $3.375 billion. Profitability assumptions improved even more decisively, with adjusted EBITDA guided to $1.035 billion, adjusted net income projected at $455 million and adjusted EPS expected at 37 cents. The most notable upgrade, however, is tangible book value growth, now forecast at $2.5 billion, well above the earlier $640 million estimate, highlighting stronger capital formation and increased capacity to support future lending and fee-driven expansion.

Taken together, these revisions point to a business that is gaining structural efficiency as it scales. Robust member growth, disciplined cost management, and expanding fee-based revenue streams are helping SoFi evolve into a more resilient, higher-margin financial platform with improved visibility into long-term profitability.

Peer Perspective: Upstart and LendingClubUpstart (UPST - Free Report) serves as a useful comparison because Upstart remains focused on AI-driven lending but continues to face inconsistent loan volume tied to funding availability. This makes Upstart less predictable in converting growth into sustained profitability. The contrast highlights SoFi’s advantage in operating with a stronger balance sheet.

LendingClub (LC - Free Report) is another relevant peer. It follows a marketplace-bank hybrid model and emphasizes credit discipline and deposit stability. However, LendingClub has not matched SoFi’s momentum in member expansion or fee-income scale. With a narrower product set and slower diversification, LendingClub reflects the challenges of achieving the same degree of operating leverage that SoFi is beginning to demonstrate.

SOFI’s Price Performance, Valuation and EstimatesThe stock has gained 64% year to date against the industry’s 13% decline.

                                                       Image Source: Zacks Investment Research

From a valuation standpoint, SOFI trades at a forward price-to-earnings ratio of 44X, well above the industry’s 22X. It carries a Value Score of F.

                                                               Image Source: Zacks Investment Research

The Zacks Consensus Estimate for SOFI’s 2025 earnings has been on the rise over the past 30 days.

                                                                          Image Source: Zacks Investment Research

SOFI stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways MercadoLibre's marketplace and Mercado Pago drive volume, but subsidies and credit costs weigh on margins.Shopify's capital-light SaaS model scales globally, with payments and enterprise wins supporting growthMELI trades at a lower sales multiple than SHOP, reflecting emerging market risk and margin pressure. MercadoLibre (MELI - Free Report) and Shopify (SHOP - Free Report) have both evolved into comprehensive digital commerce ecosystems extending far beyond their original business models. While MercadoLibre began as a Latin American marketplace and Shopify as merchant software, both now integrate payment networks, logistics infrastructure and merchant services. Their revenue models mirror each other through subscription fees, transaction charges and payment processing margins, creating structures where platform growth directly aligns with merchant success.

The comparison gains relevance as both pursue similar strategic priorities across different geographies. MercadoLibre dominates Latin America through its marketplace and Mercado Pago payment ecosystem, while Shopify powers commerce infrastructure globally with particular strength in North America and Europe. Their shared focus on payment penetration expansion, artificial intelligence deployment and enterprise merchant acquisition reflects converging strategies that make them directly comparable investment opportunities. Let's delve deep to determine which one holds an edge.

The Case for MELIMercadoLibre operates an integrated commerce and fintech ecosystem across Latin American markets, combining marketplace operations with Mercado Pago payment services to monetize transactions throughout the customer journey. The platform generates revenues through merchant commissions, payment processing fees and financial products, including credit cards and consumer lending. However, fundamental challenges around competitive positioning, geographic concentration and fintech profitability present ongoing headwinds that distinguish it from globally diversified.

Brazil's competitive pressures show little sign of improvement, suggesting defensive strategies prioritizing volume over profitability will likely continue. The free shipping threshold reduction from BRL 79 to BRL 19 accelerated the growth of items sold to 42% in the third quarter, yet maintaining this momentum requires sustained subsidization through logistics and marketing expenditures. These promotional investments are expected to remain elevated as competitive intensity persists, indicating margin recovery remains unlikely in the near term as market leadership demands ongoing profitability trade-offs.

Geographic concentration in volatile Latin American markets introduces structural vulnerabilities absent in developed market platforms. Argentina's macroeconomic instability stems from election uncertainty that has destabilised consumer spending and driven interest rate volatility, forcing Mercado Pago to adopt cautious credit deployment. Mercado Pago's credit card program demonstrates extended profitability timelines, with cohorts requiring over two years before reaching breakeven while navigating elevated funding costs. This balance sheet intensity concentrates credit risk in emerging market consumer segments where default sensitivity remains elevated during economic downturns.

The Zacks Consensus Estimate for MELI's 2025 EPS is pegged at $39.80, declining 10 cents over the past 30 days while indicating a marginal annual growth of 5.6%.

The Case for SHOPShopify operates a software-as-a-service commerce platform enabling merchants to sell across online stores, physical retail and emerging channels, including conversational AI interfaces. The business model generates recurring subscription revenues alongside transaction fees from integrated payment processing and logistics coordination. This capital-light structure requires minimal working capital while benefiting from network effects as merchant additions enhance ecosystem value.

Geographic diversification across developed markets spanning 175 countries provides operational stability compared to MELI. European markets delivered strong acceleration during the third quarter of 2025, with gross merchandise volume rising 49% year over year, reducing exposure to currency volatility and political instability that periodically pressure emerging market competitors. Shopify Payments achieved 65% penetration of gross merchandise volume, matching rates at geographically concentrated platforms while navigating more complex regulatory environments.

However, intensifying competition from established technology companies expanding commerce capabilities presents ongoing challenges. Enterprise merchant acquisition, while progressing through wins including Estée Lauder Companies and e.l.f. Cosmetics require extended implementation timelines that pressure near-term profitability. Conversational commerce partnerships with OpenAI's ChatGPT and Microsoft Copilot represent early-stage adoption where monetization pathways remain uncertain. Shop Pay processed $29 billion, increasing 67% year over year, yet faces competition from established digital wallets with larger consumer bases.

The Zacks Consensus Estimate for SHOP's 2025 EPS is pegged at $1.45, unchanged over the past 30 days, while indicating year-over-year growth of 11.54%.

Price Performance and Valuation of MELI and SHOPOver the trailing six months, MELI shares have declined 12% while SHOP shares have appreciated 36.9%. MercadoLibre's underperformance reflects margin compression driven by elevated promotional spending and macroeconomic volatility across key markets. Shopify's appreciation aligns with geographic diversification across stable developed markets and balanced execution, combining revenue growth with expanding profitability.

MELI vs. SHOP Price Performance
Image Source: Zacks Investment Research

MercadoLibre trades at 2.87x forward price-to-sales compared to Shopify's 14.56x. MELI's valuation discount reflects emerging market concentration and execution challenges as competitive pressures demand continuous margin-dilutive promotional investments. Shopify's valuation premium incorporates capital-light software economics, geographic diversification across stable regulatory environments and superior earnings quality.

MELI vs. SHOP Valuation
Image Source: Zacks Investment Research

ConclusionShopify's disciplined execution, balancing growth with margin expansion, positions it favorably against MercadoLibre's profitability-sacrificing strategy driven by intensifying competitive pressures. Geographic diversification across developed markets provides insulation from currency volatility and political instability that periodically disrupts MercadoLibre's Latin America-concentrated operations. With shares appreciating over the trailing six-month period while MELI shares declined, Shopify, with a Zacks Rank #3 (Hold), holds an edge over MercadoLibre, which carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

SCOTTSDALE, AZ, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Signing Day Sports, Inc. (“Signing Day Sports” or the “Company”) (NYSE American: SGN), the developer of the Signing Day Sports app and platform to aid high school athletes in the recruitment process, today announced selected financial results for the quarter ended June 30, 2025, and provided a business update. As of June 30, 2025, total assets were approximately $1.4 million, surpassing total liabilities of approximately $1.1 million.

Talkspace, Inc. (TALK) 44th Annual J.P. Morgan Healthcare Conference January 15, 2026 10:30 AM EST

Company Participants

Jon Cohen - CEO & Director
Ian Harris - Chief Financial Officer

Conference Call Participants

Ta-Von Wilson

Presentation

Ta-Von Wilson

Good morning, everyone, and welcome to the last day of the 44th Annual JPMorgan Healthcare Conference. My name is Ta-Von Wilson, a member of the Healthcare group based in New York.

I'm pleased to introduce Mr. Jon Cohen, who's the CEO of Talkspace; and Ian Harris, the CFO.

Jon Cohen
CEO & Director

Good morning, and thank you for the invitation this morning. So the market remains incredibly large and unpenetrated for mental health services. The -- I'm sorry. The -- if you look at the market specifically, there are 46 million Americans that are -- have an issue with mental health services, which is 23% of the adult commercial population, 2 million military of the 10 million population in the military, 17 million or 25% of the 66 million who have Medicare coverage and upwards of 10 million of the 20 million teens, 50% in the ages of 13 to 17. And 40% of Talkspace patients, despite this are new to therapy.

The #1 requested employer benefit is mental health services and the biggest motivator for people coming to Talkspace is the need for coverage or actually the fact that they have coverage is the reason they come. And 44% are aware of Talkspace that actually have insurance that they can use it for their benefit. With our 200 million covered lives, commercial lives, including the Medicare and now 10 million TRICARE lives, and our teen initiatives, we remain uniquely positioned to continue to serve this growing and underserved market.

Starting 3 years ago, about right after the -- prior 8 months, we began our

HomeIndustriesTelecommunicationsVerizon says a ‘software issue’ is to blame for an outage that caused frustration in Northeast U.S. citiesPublished: Jan. 15, 2026 at 2:09 p.m. ET

Verizon Communications might be giving consumers $20 for their troubles following a service outage Wednesday, but precise details on the outage’s cause remain elusive, at least for now.

A Verizon VZ representative said the problem stemmed from a “software issue,” but did not offer further specifics on the cause or the number of people affected. The outage on Wednesday left cities in the Northeast U.S. without cellphone and data service, and created widespread frustration for users.

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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By PYMNTS  |  January 15, 2026

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Uber and its associated apps have launched a partnership with grocery chain Kroger.

The collaboration adds nearly 2,700 Kroger-owned stores to Uber, Uber Eats and Postmates, letting customers around the country shop and order same-day delivery, the companies announced in a Thursday (Jan. 15) news release.

“Customers’ needs evolve constantly, and at Kroger, we’re committed to meeting them with solutions that fit every moment with the understanding that what is convenient changes day-to-day,” said Jody Kalmbach, vice president of Kroger’s digital experience and eCommerce operations. “Collaborating with Uber enables us to deliver even more convenience and flexibility, helping more families access the food they love with ease and reliability.”

The launch follows the companies’ previous partnerships, which include a restaurant meal delivery option announced last year.

“Making Kroger’s banners available across Uber’s apps gives shoppers a simple, reliable way to get their weekly groceries or last minute items whenever they need them,” said Hashim Amin Uber’s North American head of grocery and retail.

“We’re excited to begin working on our shared vision for convenience and to give households even more flexibility in the months ahead.”

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Kroger has a similar partnership with DoorDash, which, as of last fall, also covered 2,700 stores around the country.

The company is expanding its digital footprint at a time when many consumers are concerned about the cost of their groceries.

Research by PYMNTS Intelligence shows that food prices are the most frequently cited source of stress, mentioned by 56% of the people surveyed. It’s a figure that reflects “the persistent impact of inflation on essential spending,” as PYMNTS wrote last week.

A more recent report here described food as the “most visible reminder of inflation for households,” with food and beverages costs increasing 3% in 2025, with food at home — or groceries — up 2.4% over the past year.

Within that category, prices varied: Meats, poultry, fish and eggs rose 3.9%, while dairy prices fell and fruit and vegetable prices ticked up modestly. Food away from home — eating in restaurants — costs increased faster, climbing 4.1% year over year, underlining why many shoppers are more deliberate about dining choices, the report added.

“These trends are encouraging consumers to plan purchases more carefully, consolidate trips and seek value,” PYMNTS wrote, adding that it’s in line with in-house research “showing that grocery spending remains resilient, with shoppers adjusting how and where they buy rather than solely what they buy.”

Clover Health Investments, Corp. (CLOV) 44th Annual J.P. Morgan Healthcare Conference January 15, 2026 11:15 AM EST

Company Participants

Andrew Toy - Co-Founder, CEO & Director

Presentation

Unknown Analyst

Good morning, everyone, and welcome again to the 44th Annual JPMorgan Healthcare Conference. My name is Matt Mckean, and I'm an associate here at JPM, and it's my pleasure to introduce our next presenting company, Clover Health. Joining us today from Clover is CEO, Andrew Toy; and CFO, Peter Kuipers. They'll be running us through a brief set of materials, and we ask that you hold off on any Q&A until the end.

With that, I'll hand it over to you guys.

Andrew Toy
Co-Founder, CEO & Director

All right. Thank you very much for joining us today. My name is Andrew Toy. Peter is sitting at the desk over there. I'm the CEO of Clover Health. I'd love to take you through where we are, what we think we achieved last year, where we're going this year. So the usual statements apply here. We're public, of course, like we may make some forward statements. So Clover, we're a Medicare Advantage company. We're a payer. Last year, I stood up here and I said, what are we really focused on doing?

So we are focused on the Medicare Advantage market. We are -- we had just reached adjusted EBITDA profitability. And we were saying to ourselves, okay, the core fundamentals of our model are differentiated. It's incredibly -- it's a varied approach, one that not many people are taking, but have huge advantages. And we think that if we can get the profitability, which we did, the next phase is going to be a return to growth.

That's why I talked about last year. We're going to be returning to growth. And

Ocugen, Inc. (OCGN) Discusses OCU410 Phase 2 ArMaDa Trial Data and Clinical Update for Geographic Atrophy Transcript

Oklo Today

$95.82 -0.15 (-0.16%)

As of 02:21 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$17.42▼

$193.84Price Target$102.13

Oklo’s NYSE: OKLO deal with Meta Platforms NASDAQ: META is well-liked by the market. Yet another partnership with a major datacenter operator not only affirms the energy technology but also provides funding and visibility, while validating the pathway to revenue. One of three deals announced by Meta, Oklo’s benefits include an upfront payment program that will help it advance its Pike County, Ohio, campus and adjacent technologies. Among the critical details for investors is that this is a non-dilutive cash infusion, accelerating the timeline to revenue and profits. 

Other news driving analysts' sentiment and the potential for a robust stock price rebound is a new deal with the Department of Energy. Oklo signed an Other Transaction Agreement enabling the construction of a pilot radioisotope facility. The facility will be operated by Oklo's subsidiary, Atomic Alchemy, which neatly sidesteps oversight by the Nuclear Regulatory Commission. In this scenario, Oklo can advance its reactor development and produce the necessary data to expedite NRC approvals and commercialize the technology. Radiotopes play a vital role in health, industry, and defense sectors. 

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Oklo’s Market Strengthens in Early 2026 Oklo’s late-2025 stock price pullback was monumental, but early-2026 activity suggests the selling is over. Not only is analysts' sentiment firming, but institutions are accumulating, and the short sellers are converging. Starting with short interest, it was high at the end of 2025, running at approximately 15%, but had fallen steadily in the preceding three months, aligning with the late-year stock price bottom. 

Moving on to the institutions, they own 85% of the stock, which they accumulated throughout 2025. They ramped up buying activity in Q4 as the stock price fell and again in the first two weeks of 2026. The balance is roughly $3 bought for each $1 sold, providing solid support and a market tailwind. 

Regarding the analyst, they rate this stock as a Hold in early 2026, but the bias is bullish. MarketBeat’s data reveals coverage is swelling, up more than 300% year-over-year in January, the sentiment is firming, and the price target is rising. While some price target reductions are in the mix, most revisions issued since Nov. 1, 2025, are bullish, including reaffirmed price targets, boosted price targets, and upgrades. As it stands, the consensus forecast is for a 10% upside, with a potential 100% increase at the high end. 

Oklo Has Numerous Catalysts in 2026 The catalysts to spark an Oklo rebound are already in place. They include a criticality test at the Los Alamos facility, expected license submission by year’s end, groundbreaking for the Ohio facility, additional hyperscale business expected, and progress on fuel projects.

Oklo Stock Forecast Today12-Month Stock Price Forecast:
$102.13
6.47% Upside

Hold
Based on 21 Analyst Ratings

Current Price$95.93High Forecast$175.00Average Forecast$102.13Low Forecast$14.00Oklo Stock Forecast Details

The company has several fuel projects underway that will help affirm its fuel production and recycling technology, clearing the pathway for future revenue. Additionally, the criticality test proves that Oklo technology works, setting the stage for NRC licensing approval later this year or early in 2027. 

The stock price action is favorable. The market hit bottom in late 2025 and is now in a rebound mode. The early January activity reflects improving market support and a potential rebound, but there are still risks. The market is struggling with resistance at the December highs near $105 and may not move above it quickly. 

In this scenario, OKLO stock will move sideways within its now-established range until more potent catalysts emerge later in the year. However, a move above $105 will affirm the shifting dynamic and spark a FOMO-driven rally and short-covering, which may take this market back to all-time high levels. Regardless of the risks today, Oklo is on track for commercialization by early 2028 and is expected to become profitable within one to two years, after which it is anticipated to grow earnings at a hyper-growth pace. 

Should You Invest $1,000 in Oklo Right Now?Before you consider Oklo, you'll want to hear this.

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If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Nasdaq (NDAQ - Free Report) . This company, which is in the Zacks Securities and Exchanges industry, shows potential for another earnings beat.

This exchange operator has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 5.51%.

For the last reported quarter, Nasdaq came out with earnings of $0.88 per share versus the Zacks Consensus Estimate of $0.84 per share, representing a surprise of 4.76%. For the previous quarter, the company was expected to post earnings of $0.8 per share and it actually produced earnings of $0.85 per share, delivering a surprise of 6.25%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Nasdaq. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Nasdaq currently has an Earnings ESP of +1.21%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on January 29, 2026.

With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Mobileye Global (MBLY - Free Report) . This company, which is in the Zacks Automotive - Original Equipment industry, shows potential for another earnings beat.

This maker of driver-assistance systems and autonomous driving technologies has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 15.34%.

For the most recent quarter, Mobileye was expected to post earnings of $0.08 per share, but it reported $0.09 per share instead, representing a surprise of 12.50%. For the previous quarter, the consensus estimate was $0.11 per share, while it actually produced $0.13 per share, a surprise of 18.18%.

Price and EPS Surprise

For Mobileye, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Mobileye currently has an Earnings ESP of +16.67%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on January 22, 2026.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Moody's (MCO - Free Report) , which belongs to the Zacks Financial - Miscellaneous Services industry, could be a great candidate to consider.

This credit ratings agency has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.72%.

For the last reported quarter, Moody's came out with earnings of $3.92 per share versus the Zacks Consensus Estimate of $3.7 per share, representing a surprise of 5.95%. For the previous quarter, the company was expected to post earnings of $3.44 per share and it actually produced earnings of $3.56 per share, delivering a surprise of 3.49%.

Price and EPS Surprise

For Moody's, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Moody's currently has an Earnings ESP of +1.16%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.