PennyMac Mortgage Investment Trust (NYSE: PMT) will report fourth-quarter 2024 earnings on Thursday, January 29, with analysts expecting a 7.5% year-over-year revenue decline to $99.85 million. This contrasts with the company's 27.3% revenue growth in the same quarter last year.

Adjusted earnings are projected at $0.39 per share. The mortgage REIT has missed revenue estimates six times over the past two years but beat expectations last quarter with $99.23 million in revenue. PMT shares have risen 5.9% over the past month, slightly below the analyst average price target of $13.50.

PennyMac Financial Services (NYSE: PFSI) will report fourth-quarter 2025 results after market close on January 29, 2026. Analysts expect revenue of $640.5 million, representing 19.1% year-over-year growth, and adjusted earnings of $3.23 per share.

The mortgage banking firm has exceeded revenue estimates in seven of the past eight quarters, beating expectations by an average of 4.4%. Peer banks have shown mixed Q4 results, with Northwest Bancshares meeting estimates while WaFd Bank fell short. PFSI shares have gained 11.9% over the past month, outperforming the banking sector's 3.4% average gain.

1-800-FLOWERS (NASDAQ: FLWS) is set to report Q4 fiscal 2026 results on January 29, with analysts expecting a 9.7% year-on-year revenue decline to $700.6 million and adjusted EPS of $0.86.

The company missed both revenue and EPS estimates last quarter, with sales falling 11.1% to $215.2 million. Analysts have held steady on their estimates over the past month. FLWS shares have risen 5.6% over the last 30 days and trade below the average analyst price target of $6.00.

The Bancorp (NASDAQ:TBBK) will report Q4 2025 earnings after market close on January 29, with analysts projecting $194.1 million in revenue (30.6% YoY growth) and adjusted EPS of $1.46. The company has missed revenue estimates in five of the last eight quarters.

Last quarter's revenue of $174.7 million fell 9.9% below expectations despite 38.8% YoY growth. Peer regional banks UMB Financial and WSFS Financial recently beat Q4 estimates, with WSFS shares rising 6.5% post-earnings. The Bancorp shares are down 2.7% over the past month, trading below the average analyst price target of $76.50.

Apple (AAPL) will report Q4 fiscal 2026 earnings after market close on Thursday, January 28, with analysts projecting revenue of $138.1 billion, an 11.1% year-over-year increase. Adjusted earnings are expected to reach $2.67 per share.

The company has exceeded revenue estimates in all but one of the past eight quarters, beating by an average of 1.3%. Last quarter, Apple reported $102.5 billion in revenue, a 7.9% YoY rise that slightly surpassed expectations. Analyst estimates have remained stable over the past month, indicating confidence in continued performance.

CNBC host Jim Cramer stated on January 27 that Trump administration policies are driving sharp market reactions, with Medicare Advantage payment adjustments causing UnitedHealth, Humana, and CVS Health to plunge over 14-20% due to lower-than-expected subsidy growth. In contrast, General Motors surged 8.75% on strong earnings aided by relaxed environmental regulations, while Nucor Steel benefits from expanded Section 232 tariffs.

Cramer noted the Medicare Advantage rate change—flat growth versus an expected 4-6% increase—could cost insurers billions in government funding, marking a significant policy shift. GM can sell more fuel-powered vehicles without purchasing EV credits under current rules. Nucor, though down 2.3% on earnings, has gained 42% over the past year due to reduced steel imports and increased market share. Cramer emphasized the growing impact of presidential policy on corporate performance.

NVIDIA Corporation (NVDA) announced a $2 billion strategic investment in CoreWeave (CRWV) at $87.20 per share on January 27, 2026, expanding their partnership to accelerate AI infrastructure development. The companies plan to build over five gigawatts of AI factories by 2030, with CoreWeave adopting NVIDIA's latest technologies including Rubin and Vera CPUs.

CoreWeave's stock surged approximately 5.7% following the announcement, reflecting market optimism about the specialized cloud provider's growth prospects. The company reported Q3 2025 revenue of $1.4 billion, up 133.7% year-over-year, though it remains unprofitable with a $110.1 million net loss. Analysts maintain a "Moderate Buy" rating with a $124.70 average price target, representing 14.6% upside from current levels.

Sound Financial Bancorp Inc. (SFBC) reported increased fourth-quarter earnings, with net income climbing to $1.8 million compared to $1.5 million in the same period last year. The results reflect improved net interest income and controlled noninterest expenses.

Earnings per share reached $0.72 for Q4 2025, up from $0.60 year-over-year. Net interest income rose to $7.7 million, while noninterest expenses were contained at $5.9 million. The bank's asset quality remained stable with minimal provision for loan losses.

Israel's natural gas production will exceed 3 billion cubic feet per day (cfd) in 2026 for the first time, driven by Chevron-led expansion projects at Leviathan and Tamar fields. The increased output, adding 600 million cfd, will primarily flow to Egypt following pipeline debottlenecking efforts.

Chevron and partners NewMed Energy and Ratio Energies confirmed a $2.36 billion investment in January 2026 to expand Leviathan's capacity from 12 to 21 bcm annually. Pipeline upgrades including the Ashdod-Ashkelon line and new Nitzana pipeline (operational by 2028) will boost exports to Egypt and Jordan by 1.8 bcf/d. This supports Israel's historic 15-year, $35 billion supply agreement with Egypt covering 130 bcm through 2040.

Bridgewater Bancshares Inc. (BWB) reported increased fourth-quarter profit that surpassed analyst expectations on January 28, 2026. The Minnesota-based bank holding company's earnings performance reflects stronger net interest income and improved credit quality.

Net income for Q4 2025 reached $15.2 million, exceeding consensus estimates by approximately 8%. The company attributed the results to sustained loan growth and disciplined expense management. Full-year 2025 earnings showed a 12% increase compared to the previous year, driven by strategic expansion in key markets.

UMB Financial Corp (UMBF) reported a 7.8% increase in quarterly net income to $98.4 million for Q4 2025, driven by higher net interest income and growth in fee-based revenue. Earnings per diluted share reached $2.02, up from $1.87 in the prior-year quarter.

Net interest income rose 6.2% to $241.6 million, while noninterest income increased 8.5% to $145.1 million. The Kansas City-based bank attributed the performance to strong loan growth and improved deposit margins. Full-year 2025 net income reached $394.2 million, representing a 10.3% increase over 2024 results.

SK Innovation Co. reported a widened annual net loss of 1.87 trillion won ($1.39 billion) for fiscal 2025, though it posted a fourth-quarter operating profit of 216.7 billion won. The South Korean energy group's performance reflects ongoing challenges in its battery and petroleum segments amid market volatility.

Annual revenue declined to 73.97 trillion won from 78.86 trillion won a year earlier. The company attributed the annual loss to valuation losses on inventory and increased raw material costs, while the quarterly profit improvement stemmed from stronger margins in its lubricants business and reduced battery losses.

The Thai stock market is expected to open lower on Wednesday, January 28, 2026, following a decline in global markets. Investors remain cautious amid renewed concerns over inflation and interest rate policies from major central banks.

The benchmark SET Index closed down 0.3% in the previous session. Trading volumes were subdued as market participants await key economic data releases later this week, including US GDP figures and regional manufacturing reports.

QCR Holdings Inc. (QCRH) reported a 10.3% increase in quarterly net income to $33.4 million for Q4 2025, up from $30.3 million in the same period last year. Earnings per share rose to $1.99 from $1.81 year-over-year.

The company's revenue reached $105.8 million for the quarter ended December 31, 2025. Full-year net income totaled $122.6 million, or $7.33 per share, with annual revenue at $407.9 million. The results reflect continued loan growth and stable net interest margins amid a higher rate environment.

Woodside Energy Group Ltd. (ASX: WDS) reported a 5% year-over-year decline in fourth-quarter production on January 28, 2026, primarily due to unplanned maintenance and field decline across its portfolio. The Australian energy producer's quarterly output fell to 47.1 million barrels of oil equivalent (MMboe) from 49.6 MMboe in the same period last year.

Sales volume decreased 6% to 49.5 MMboe, while revenue dropped 18% to $3.08 billion amid lower realized prices. The company maintained its full-year production guidance of 185-190 MMboe. CEO Meg O'Neill cited "planned turnaround and maintenance activities" as contributing factors to the quarterly decline while emphasizing progress on key growth projects.

Neurophos, backed by Bill Gates' Gates Frontier Fund, announced its Tulkas T100 optical processing unit (OPU) on January 28, 2026, claiming it delivers 10 BINT4 performance per watt and significantly outperforms Nvidia's GPU architecture in energy efficiency. The startup targets 2028 for full-scale production and is exploring manufacturing partnerships with TSMC or Intel.

The chip features a 1000x1000 photon matrix—15x larger than modern GPUs—with 56GHz clock speed, 0.47 ExaFLOPS FP4/INT4 compute, and 235 TOPS/W efficiency. Neurophos argues OPUs could reduce AI data center energy needs 100-fold versus GPU-based systems. The company completed a $110M Series A round led by Gates Frontier in January 2026 and plans a pilot with Norway's Terakraft in 2027.

Nvidia (NVDA-US) will move portions of its chip manufacturing to Intel (INTC-US) starting in 2028, adopting Intel's 18A or 14A process for I/O chips and utilizing Intel's EMIB advanced packaging. The shift, seen as a response to US political pressure and supply chain resilience efforts, follows Apple's (AAPL-US) similar move to diversify from TSMC.

The partnership will focus on low-volume, non-core components, with GPU core chips remaining at TSMC. Intel's share of advanced packaging is estimated to reach up to 25%, while TSMC retains 75%. Intel CEO confirmed two clients are evaluating its 14A process, with production expected by 2028.

TSMC views the diversification as strategically beneficial, reducing monopoly concerns and political pressure while maintaining its lead in advanced node manufacturing. Major US tech firms including Google, Microsoft, and Amazon are similarly exploring Intel partnerships to mitigate reliance on TSMC.

C3.AI (AI) is negotiating a merger with privately-held automation startup Automation Anywhere, according to a January 27 report by The Information. The potential deal would see Automation Anywhere acquire the enterprise AI software provider and subsequently go public through a reverse takeover.

The discussions, reported by sources familiar with the matter, could result in Automation Anywhere becoming a publicly-traded entity. Reuters could not immediately verify the report. C3.AI shares have been volatile amid growing competition in the enterprise AI sector.

Lean hog futures advanced on Tuesday, January 27, 2026, with gains ranging from 10 to 75 cents across contract months, supported by a $1.57 increase in the national base hog price to $84.82. The CME Lean Hog Index also rose 39 cents to $84.01 as of January 22.

The pork carcass cutout value declined $1.57 to $95.69 per cwt, though the belly primal was the only reported gainer. Federally inspected hog slaughter was estimated at 483,000 head for Tuesday, bringing the weekly total to 909,000 head, flat from last week but down 55,014 head year-over-year. February 2026 hogs settled at $89.050, up 75 cents.

Cotton futures recovered on Tuesday, January 27, 2026, with March contracts rising 86 points to close at 63.83 cents per pound. The rebound coincided with a $1.96 increase in crude oil prices, settling at $62.56 per barrel, and a weakening US dollar index, which fell $1.282 to 95.575.

The Seam's online auction reported sales at 59.58 cents per pound for 12,326 bales on Monday. ICE certified cotton stocks decreased by 1,317 bales to 8,595 bales as of January 26, while the Adjusted World Price fell 18 points to 50.99 cents per pound last week.