American Express (AXP) announced on February 10, 2026, the extension of its partnership with the National Basketball Association (NBA) through the 2027-2028 season. The agreement, effective immediately, maintains AXP's branding presence across NBA properties, including tickets, media and digital platforms. The renewal reflects continued consumer demand for travel and lifestyle services, reinforcing AXP's market leadership in the global payments industry.

Himalaya Shipping (HMLTY) reported a 67% increase in Q4 profit to $19.8 million, driven by higher global charter rates. The company attributed the improvement to strong demand in key routes and improved fleet utilization. For the full year 2025, earnings declined 15% to $72.3 million, reflecting a challenging year for the shipping container industry. The stock closed at $12.45 on February 9, 2026, up 2.3% on the news.

Former GitHub CEO Thomas Dohmke’s AI dev tool startup, Entire (ENTIRE), raised $60 million in a seed round, the largest ever for a dev tool, at a $300 million valuation, February 10, 2026.

Entire provides an open-source platform to manage code generated by AI agents. The stack includes a git-compatible database to unify AI-produced code, a universal semantic reasoning layer enabling collaboration among multiple agents, and an AI-native UI for agent-to-human workflows.

The first release, Checkpoints, automatically contextualizes every AI-generated code snippet with its creation prompts and transcripts, allowing developers to review, search, and learn. The platform aims to manage the deluge of AI-generated code, including noisy contributions to open-source projects.

Other seed backers include Madrona, M12, Basis Set, Harry Stebbings, Jerry Yang, and Olivier Pomel of Datadog.

Ferrari (RACE) shares jumped nearly 10% in New York on early February 10, 2026, trade, following upbeat guidance. For 2026, the company projects revenue of about 7.5 billion euros ($8.91B), up 5% from 2025, and adjusted EBITDA of 2.93 billion euros ($3.48B), up 5.8%. Guidance reflects a 39% EBITDA margin, up 20 basis points from 2025, driven by a higher-end product mix, personalizations, and stronger racing revenues. The order book extends through late 2027, while 2026 sales of 13,640 units reflect deliberate model transitions. The company will debut its first EV, the Ferrari Luce, in May 2026.

CVS Health (CVS) delivered strong results reflecting operational momentum: full-year 2025 revenue reached $399.5 billion, up 8.2% year over year, and adjusted EPS rose to $6.75 from $5.42 in 2024. Q4 revenue hit $105.7 billion, with growth across insurance, pharmacy services, and retail pharmacies, including a 19.9% increase in retail pharmacy volumes. Operating cash flow totaled over $10 billion for the year.

Challenges in Aetna insurance persisted, with medical cost trends higher than prior periods but adjusted operating income improving by $2.9 billion through better risk pricing and compensation. Seasonal and regulatory factors keep quarterly performance choppy, but the broader turnaround underscores disciplined execution and the resilience of CVS’s vertically integrated model.

U.S. retail sales softer than expected on February 10 (2026-02-10) deepen expectations of U.S. central bank rate cuts this year, while Treas yields fall to near one-month lows. Major indices opened split: Dow Jones up +0.49% to 50,380.93, S&P 500 +0.16% to 6,975.82, Nasdaq +0.08% to 23,257.89, and the tech index +0.06%. The dollar index touched 99.185, crude oils and gold gained, and Bitcoin declined. The 10-year U.S. Treasury yield fell to 4.15%.

Data showed U.S. retail sales growth eased in December to 0.0% (vs. 0.4% expected and 0.6% in November), with core retail sales down 0.1% and a seasonal revision to prior months. This weak momentum is elevating the probability of three rate cuts in 2026, with the 1-yr-ahead breakeven for the first cut at 4.35% and a 10-bp increase in the 2-yr breakeven.

Markets now closely watch the January nonfarm payroll report for employment and the seasonal "baseline" revision, which could signal further softening in labor market gains and consumer spending.

Paramount Global (PARENT) has sweetened its $30 per share bid for Warner Bros Discovery (WBD) by adding a $0.25 per share quarterly ticking fee from January 1, 2027, to deal closing—amounting to about $650 million per quarter—plus coverage of the $2.8 billion termination fee WBD would owe Netflix if the Paramount deal collapses.

The enhancement follows WBD’s rejection of Paramount’s acquisition proposal and its planned special shareholder vote on the Netflix deal, expected by April, to consider the $2.8 billion breakup fee.

Both companies seek WBD’s studio power, library and franchises, including "Game of Thrones," "Harry Potter," and DC’s Batman and Superman.

Organigram Global Inc. (OGI) reported net income of $14 million for fiscal first quarter ended January 31, 2026.

On a per-share basis, the company recorded profit of 11 cents per share, with adjusted net loss of 2 cents per share.

Revenue for the quarter totaled $45.6 million.

Barclays’ chief executive, CS Venkatakrishnan, received a record £15 million total remuneration in 2025, up 29% from £11.6 million in 2024, following the UK’s removal of the EU bankers’ bonus cap in 2023. Over 60% of his compensation came from share-based awards,受益 from a 58% rise in the bank’s share price over the year, lifting BARC to its highest level since 2008.

The bank raised its bonus pool 15% to £2.2 billion and announced a £1 billion share buyback, committing to return over £15 billion in surplus capital to shareholders by 2028. Barclays reported a £9.1 billion pretax profit in 2025, up from £8.1 billion in 2024, and plans £2 billion in cost reductions and a 14% target for return on tangible equity.

Runway Technologies (RWDA) closed a $315 million Series E funding round, nearly doubling its valuation to $5.3 billion. The proceeds will support pre-training the next generation of world models to expand into new products and industries, with the company leveraging compute capacity expanded through its partnership with CoreWeave.

Runway released its first world model in December and is positioning it central to applications in medicine, climate, energy, and robotics, beyond its established base in media, entertainment, and advertising. The latest Gen 4.5 video generation model, outperforming offerings from Google and OpenAI on benchmarks, has driven investor interest.

The round, led by General Atlantic with participation from Nvidia, Fidelity Management & Research, Adobe Ventures, and others, supports rapid expansion of the roughly 140-person team in research, engineering, and go-to-market.

January 30, 2026 — Fleet Owl, a TMS provider for small- to mid-sized fleets, is rolling out AI Dispatch and automation to ease understaffing and improve safety compliance. The platform handles second- and third-shift check calls, on-time tracking via geofencing, and automated maintenance workflows, reducing manual oversight and enabling fleets to manage breakdowns without losing coverage.

Fleet Owl leverages on-the-ground expertise from oil and gas, drayage, and regional markets to train AI, minimizing post-implementation customization. With about 4,000 trucks across 100+ companies, the provider negotiates fuel and factoring discounts and offers a dedicated fuel card for small operators. Pricing is per-truck, with low entry and scaleable costs, and 80% of clients added trucks in the past two years.

The company is also enhancing fraud prevention by integrating carrier verification and combating MC number spoofing with proactive tools, calling for a unified DOT verification process to strengthen the industry’s defenses.

Opening bell looms with Dow, S&P 500, and Nasdaq futures slightly lower as investors digest earnings and prepare for key economic data. The Dow closed at a record above 50,000; Bitcoin at $68,500; gold at $5,070; WTI at $64.35; and the 10-year Treasury yield at 4.17%. December retail sales, the NFIB small business optimism index, and import price index are released at 8:30 a.m. ET on February 10, with January jobs and CPI to follow Wednesday and Friday.

The Coca-Cola Company (KO) is down after Q4 revenue of $11.8B missed estimates and EPS of 58 cents slightly above consensus; shares near $75. CEO James Quincey steps down at year-end, with Henrique Braun succeeding him.

Robinhood (HOOD) is set to report Q4 revenue of $1.34B and EPS of 62¢ after market close; shares down ~1% pre-market as it expands into crypto, credit cards, and prediction markets.

Spotify Technology (SPOT) surged pre-market after reporting Q4 revenue of €4.53B, EPS of €4.43, and record net user additions; shares up over 8%.

Entegris (NASDAQ:ENT) reported in pre-market trading a stronger-than-expected outlook for first-quarter results, citing improved demand in its filtration and separation segments. The stock rose over 9% in pre-market trading, reflecting investor confidence in the revised guidance. The company cited sequential gains in North America and Asia-Pacific, with a 12% year-over-year increase in bookings in its core filtration business. Management attributed the improvement to better pricing and supply chain execution, with no significant changes to its guidance timeline.

Nektar Therapeutics (NKTR) reported on February 10, 2026, that its lead therapy, rezpegaldesleukin, demonstrated durable one-year efficacy in a phase III trial. The treatment, designed to treat refractory Hodgrel oma, showed sustained clinical benefit with a 40% reduction in disease progression compared to placebo.

The company cited a 60% improvement in patient-reported outcomes and a 50% reduction in treatment-related hospitalizations. The positive results support a potential New Drug Application filing in the first half of 2026, pending final trial data and regulatory review.

U.S. retail sales for December 2025 posted a 0.1% increase year-over-year, according to the National Merchandise Trade Accounts, released Jan 10, 2026. The monthly reading was unchanged from November and marked the 12th consecutive month of gains. Personal consumption expenditures (PCE) for December rose 0.2% from a year earlier, contributing to continued upward pressure on inflation. The Federal Reserve will closely monitor these figures in its upcoming policy meeting in early February.

Lee Enterprises (LEE) reported preliminary first-quarter 2026 earnings on February 10, 2026, showing a loss of $12.3 million, or $0.10 per share, versus a net income of $14.7 million in the same period last year. The company attributed the results to lower advertising revenue and reduced print sales, with a 12% year-over-year decline in ad sales and a 9% drop in print revenue.

Management expects the loss to be fully realized in the quarter and anticipates a turnaround in the coming months as it shifts toward digital advertising and content delivery.

Jacobs Engineering Group Inc. (NYSE: JACO) announced it has been selected by the U.S. Missile Defense Agency to provide engineering, integration, and sustainment services for the Raytheon Technologies (NYSE: RTY) SHIELD Intermediate-Range Air-to-Air Defense system.

The five-year, $190 million contract begins February 1, 2026, and is expected to generate recurring revenue over the life of the agreement. Jacobs will perform installation, maintenance, and logistics support across the continental United States and Alaska.

The award follows Jacobs’ acquisition of Raytheon’s defense systems business in 2023, strengthening its position in homeland security and air and missile defense solutions.

Fiserv (FISV) updated guidance on February 10, 2026, to reflect FY26 adjusted earnings per share in line with analyst estimates, citing stronger-than-expected performance in its payment processing and treasury services businesses. The company projects non-GAAP EPS of $1.67-$1.73 per share for the year, up from its prior forecast of $1.60-$1.65. Management attributed the upward revision to higher transaction volumes and improved operating margins, with no significant changes in its pricing or growth outlook.

Ecolab (ECOL) on February 10, 2026, forecast 2026 adjusted EPS of $8.43 to $8.63 per share, above the average estimate of $8.46. The outlook reflects strong demand in data centers and semiconductor manufacturing, where cooling and ultra-pure water solutions drive growth. For Q4 2026, the company expects adjusted earnings of $1.67 to $1.73 per share, versus $1.69 expected by analysts. Sales are forecast to rise 7% to 9% year-over-year and 3% to 4% organically as distributor inventory impacts normalize and industry pressures ease, supported by its $1.8 billion acquisition of Ovivo’s electronics unit last year.

Duke Energy (DUK) reported full-year 2025 adjusted EPS of $6.31, exceeding the midpoint of its guidance and up from $5.90 in 2024. The company issued 2026 guidance of $6.55 to $6.80 and extended its long-term adjusted EPS growth target of 5% to 7% through 2030, supported by a $103 billion five-year capital plan.

Q4 2025 adjusted EPS was $1.50, down from $1.66 a year earlier, due to higher O&M, interest and depreciation, partially offset by infrastructure investment recovery. Full-year earnings were driven by regulated infrastructure, customer growth and favorable rate cases; Electric Utilities and Infrastructure income reached $5.34 billion, while Gas Utilities and Infrastructure contributed $559 million.

Duke will invest about $103 billion over five years to modernize its grid, expand generation and support load growth, particularly from data centers, AI and advanced manufacturing. The company broke ground on roughly 5 gigawatts of new dispatchable generation in 2025, reinforcing reliability as demand rises in its Southeast and Midwest territories. Management emphasized affordability, noting customer rates remain below the national average despite heavy capital deployment.

Looking ahead, momentum is expected to continue into 2026, supported by rate base expansion, contracted load growth and a balance sheet structured to support large-scale investment. Management expects the company to earn in the upper half of its 5% to 7% long-term EPS growth range by 2028, assuming constructive regulatory outcomes and continued demand growth.