Lumen finished its turnaround! Now growing fast for AI: huge fiber network to 58M miles, 2,000+ NaaS customers, Anthropic deal, aiming for profit & revenue growth by 2028.
Jefferies upgrades Enphase Energy to Buy with a $57 price target, citing stronger demand and margin outlook after a 2026 low point. Confidence grows in their key products and partnerships.
Circle (CRCL) reports strong Q4 2025 results: USDC circulation jumps 72% to $75.3B, revenue hits $770M (+77%), adjusted EBITDA soars 412% to $167M. Shares rise sharply as stablecoin adoption accelerates.
Lowe’s (LOW) Q4 beat expectations with 1.3% comp sales growth, but 2026 guidance disappointed: flat to +2% comps and EPS below Wall Street views. High rates keep housing soft.
UBS upgrades IBM from Sell to Neutral, keeps $236 price target. After a 22% drop, analysts see better risk/reward and limited AI threat to IBM's mainframe business.
Taser-maker Axon beats Wall Street estimates with $797M Q4 revenue (+39%) and $2.15 adjusted EPS. Strong demand for TASERs, body cams & software powers growth. 2026 outlook: 27-30% revenue jump.
