AMSC News & Events

The major averages had a mixed day as investors continue to weigh fresh macroeconomic data, earnings developments, and sector rotation as they await the delayed January jobs report. Commodities and crypto markets continue to display volatility as well, reflecting ongoing debate about growth prospects and investor positioning in a still-uncertain macro climate.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Coca-Colareportedand provided its outlook for Q1 and FY26CVS Healthreportedand reiterated its FY26 guidanceSpotifyreported year-over-year increases inParamount Skydanceenhanced itsfor Warner Bros. DiscoveryBPreportedand announced the suspension of its share buyback program2. WALL STREET CALLS:OppenheimerUnityto Outperform, says selloff "fundamentally misplaced"Vistrato Buy at JefferiesUnder Armourto Sell at CitiQualcommwith an Underweight at Morgan StanleyTake-Twoto Strong Buy at Raymond James3. AROUND THE WEB:Stellantisis looking to exit its U.S. battery joint venture with Samsung SDI, Bloomberg reportsAfter years of on and off attempts at a potential deal, UniFirstis in active discussions to be acquired by Cintas, Bloomberg saysMetaunit WhatsApp's fight against E.U.'s privacy watchdog was sent back to a lower tribunal, extending the five-year fight initiated by the Irish data protection authority to increase a fine to $268M, Reuters reportsAlibaba'sQwen has temporarily stopped issuing coupons due to customer overload, hampering Alibaba's Agentic AI ad campaign, Reuters saysAmazon.comhas notified industry executives that it is planning to start a marketplace where publishers can market content to firms offering AI products, Information reports4. MOVERS:European Wax Centerincreases after announcing it will befor $5.80 per shareAmerican Superconductorrises after The Verge reported that Microsoftwants toDatadogand Ichor Holdingshigher after reporting quarterly resultsGilat Satelliteand Upworkfall in New York afterJumia Technologieslower in New York afterand providing guidance for Q15. EARNINGS/GUIDANCE:Vestisand reaffirmed its guidance for FY26Ecolab, with CEO Christophe Beck commenting, "2025 was a record year for Ecolab"iRadimed, with EPS higher year-over-yearAstraZeneca, with the company commenting, "In 2025 we saw strong commercial performance across our therapy areas and excellent pipeline delivery"Fiservand provided guidance for FY26INDEXES:The Dow rose 52.27, or 0.10%, to 50,188.14, the Nasdaq lost 136.19, or 0.59%, to 23,102.48, and the S&P 500 declined 23.01, or 0.33%, to 6,941.81.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MONTHLY GROWTH:OpenAI CEO Sam Altman told employees that ChatGPT is "back to exceeding 10% monthly growth," according to an internal Slack message viewed by CNBC, Ashley Capoot and Kate Rooney. The company is aiming to launch a new model within ChatGPT this week, Altman said. In his message, Altman also said OpenAI's coding product, Codex, grew about 50% from a week ago.SUPERCONDUCTORS:Microsoftis exploring high-temperature superconductors to design more efficient data centers by enabling zero-resistance electricity flow, which could significantly reduce space and power infrastructure needs, The Verge's Justine Calma. If commercialized, the technology could help address AI-driven energy demand, grid constraints, and community concerns tied to data center expansion, according to the report. The Fly notes that shares of American Superconductor, a grid-wide provider of advanced power electronics and superconductor systems, were up on Tuesday.AI CLUSTER BUILDOUTS:Ciscounveiled the Silicon One G300, a 102.4 Tbps switching silicon is says is designed for massive AI cluster buildouts. "The Cisco Silicon One G300 will power new Cisco N9000 and Cisco 8000 systems that push the frontier of AI networking in the data center. The systems feature innovative liquid cooling and support high-density optics to achieve new efficiency benchmarks and ensure customers get the most out of their GPU investments. In addition, the company enhanced Nexus One to make it easier for enterprises to operate their AI networks - on-premises or in the cloud - removing the complexity that can hold organizations back from scaling AI data centers," the company stated.

Microsoft (MSFT) is exploring high-temperature superconductors to design more efficient data centers by enabling zero-resistance electricity flow, which could significantly reduce space and power infrastructure needs, The Verge's Justine Calma reports. If commercialized, the technology could help address AI-driven energy demand, grid constraints, and community concerns tied to data center expansion, according to the report. The Fly notes that shares of American Superconductor (AMSC), a grid-wide provider of advanced power electronics and superconductor systems, are up 2.12% o $29.40 in late morning trading.

Sees Q4 revenue exceeding $80M, consensus 81.5M.