Earnings

Intel’s stock dropped 14% after a weak earnings report and a grim forecast, citing supply chain issues and production inefficiencies. Despite CEO Lip-Bu Tan’s acknowledgment of unmet demand and falling yield rates, the company faces a “multiyear journey” to reclaim leadership, especially in the AI market. First-quarter revenue projections missed analyst expectations, fueling investor concerns about the company’s long-term AI strategy and its foundry business’s competitiveness. While Intel reported a strong fourth quarter, the path forward remains challenging.

TSMC’s strong fourth-quarter earnings, exceeding expectations, fueled a surge in semiconductor stocks, including Nvidia, AMD, and Broadcom. The chip giant’s robust profit growth and increased capital expenditure plans signal continued high demand for AI technologies. This positive momentum sets an optimistic tone for the upcoming U.S. tech earnings season.

Hyatt Hotels Corporation will release its Q4 and full-year 2025 financial results on February 12, 2026, before market open, followed by a conference call. Investors will focus on RevPAR, occupancy, pricing, and cost management in the current travel climate. The call will also cover strategic initiatives, future outlook, and ESG efforts.

Ryder System, Inc. will announce its Q4 and full-year 2025 financial results on February 11, 2026. The company will host an earnings call at 11:00 a.m. ET to discuss performance, strategic initiatives in logistics and fleet management, and ESG progress. Investors can access the webcast and dial-in details on Ryder’s investor relations website.

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.