Earnings

Unum Group will announce its Q4 2025 earnings on February 5, 2026. A conference call on February 6 will discuss results and the 2026 strategic outlook, covering digital transformation, product innovation, economic factors, voluntary benefits, and behavioral health. The company’s performance in the dynamic benefits and insurance sector will be a key focus.

Crown Holdings will release its Q4 and full-year 2025 results on February 4, 2026, followed by an investor call. Analysts will focus on the packaging giant’s performance across its markets, its response to inflation and supply chain issues, and its strategies for specialty packaging and sustainability initiatives. Crown Holdings’ outlook on innovation and its global expansion will also be key discussion points.

Federated Hermes will release its Q4 and full-year 2025 financial results on January 29, 2026, after market close. The company, managing $871.2 billion in AUM as of September 30, 2025, will host an investor conference call on January 30, 2026, to discuss performance amidst industry challenges and its diverse investment strategies.

Huntington Bancshares will announce its Q4 2025 earnings on January 22, 2026, before market open. The company will provide a press release and financial data on its investor relations website. A conference call is scheduled for 9 a.m. ET to discuss results. Replays will be available.

First BanCorp (FBP) will release its Q4 and full-year 2025 financial results on January 27, 2026, followed by a conference call. Investors will focus on net interest income, loan provisions, asset quality, and management’s commentary on economic conditions. Strategic initiatives, digital transformation, and capital allocation plans are also key areas of interest. A webcast and dial-in option will be available, with replays accessible afterward.

Micron’s stock jumped over 12% after reporting strong Q1 earnings and an optimistic outlook, fueled by surging demand for AI-driven memory chips. The company exceeded expectations, projecting substantial growth in the high-bandwidth memory market and increasing capital expenditures. Executives noted significant unmet demand, indicating a favorable pricing environment. Wall Street analysts responded positively, with some raising price targets and upgrades, highlighting Micron’s significant upside and the broader benefit to memory manufacturers from AI’s continued expansion.

Micron Technology exceeded Q1 expectations with strong AI-driven demand, reporting $4.78 EPS and $13.64 billion in revenue. The company forecasts robust Q2 growth, projecting $18.70 billion in revenue and $8.42 EPS, significantly outpacing analyst estimates. This surge is fueled by the booming AI sector, which requires substantial memory and storage solutions, positioning Micron as a key supplier for AI infrastructure. Shares climbed over 7% post-announcement.

U.S. AI stocks slid again as investors weighed AI-driven earnings against margins and deal quality, with Broadcom down over 11% and Nvidia, AMD, and Oracle also lower, dragging major indices. Despite near-term softness, the AI thesis remains intact for many, with potential for sustained earnings if hyperscaler demand holds. The week saw a Dow rise on financials while tech lagged, fueling questions about AI-cycle profitability amid higher costs. Other highlights: China’s decelerating growth, Berkshire’s leadership changes, Jimmy Lai guilty, and copper prices rally on supply and electrification demand.

words.U.S. AI‑related stocks fell on Friday, extending a three‑day decline. Oracle dropped over 2% after Thursday’s 11% plunge from revenue that missed forecasts, pulling down peers like Micron and CoreWeave. Despite strong demand for AI infrastructure, Oracle’s $16.06 billion revenue fell short of expectations, raising concerns about its debt‑financed AI‑cloud expansion and the tight GPU ecosystem. Morningstar cut Oracle’s fair‑value target to $286 but still sees the shares as undervalued. Market focus now shifts to next week’s earnings for signs of sustainable AI growth.

Broadcom posted a solid fiscal Q4, with revenue up 28% to $18.02 billion and adjusted EPS rising 37% to $1.95, both beating forecasts. AI‑related sales surged, highlighted by Anthropic’s $10 billion and $11 billion Ironwood XPU orders and a $1 billion deal with a new XPU client. Margins expanded, and Q1 guidance topped expectations, prompting a “Hold” rating and a price‑target lift to $425. However, investors worried about AI customers potentially developing in‑house chips, causing a 4.5% after‑hours drop despite the earnings beat.