Major U.S. Averages Close Mixed as CPI Data Falls Short of Expectations
The major averages closed in a mixed fashion for the day as traders reacted to a full slate of earnings releases as well as the January consumer price index release. The Bureau of Labor Statistics said that CPI for last month rose 0.2%, reflecting a gain of 2.4% on an annualized basis. Both inflation figures were lower than consensus estimates of 0.3% and 2.5%, respectively. Despite the positive finish, the Dow, S&P and Nasdaq still had weekly losses of 1% to 2% as investors continued a rotation out of technology and other risk-sensitive sectors amid worries about AI.Looking to commodities, gold traded higher once again, surpassing the $5,000 threshold as precious metals continue to show signs of strength as a defensive hedge. Oil, meanwhile, was fractionally higher to cap off a strong week for the commodity.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Pinterestreportedand provided a lower-than-expected outlook for Q1Airbnbreportedbut better-than-expected revenueDraftKingsreportedand provided downbeat FY26 revenue guidanceCoinbasereportedAlibabawill be added to a U.S. list of firms aiding China's military,2. WALL STREET CALLS:Pinterestwasto Neutral or equivalent ratings by at least 8 firms after earningsRokuto Buy at RosenblattAirbnbto Outperform at Evercore ISI and to Buy at Deutsche BankNorwegian Cruise Lineto Neutral at JPMorganMerckto Buy at Deutsche Bank3. AROUND THE WEB:Zillowis betting on AI as Google'sreal estate tests spark buyout chatter, Wired reportsSpaceX is weighing dual-class IPO shares to "empower" founder Elon Musk, Bloomberg saysRussia has blocked WhatsApp, citing Meta's"unwillingness to comply with Russian law," and is proposing that Russians switch to the state-owned Max app, Reuters reportsAmazonis directing internal teams to use its in-house AI coding assistant, Kiro, for production work, a move that has drawn criticism from roughly 1,500 employees advocating for the use of Anthropic's Claude Code instead, Business Insider saysMicrosoftis planning to pursue "true self-sufficiency" in the AI space by building its own models and reducing reliance on OpenAI, FT says4. MOVERS:TRI Pointeincreases after announcing it will befor $47.00 per share in cashCorsair Gaminggains after, providing guidance for Q1 and FY26, and announcing its Board authorizes the repurchase of up to $50M sharesRivianand Magnahigher in New York afterBright Horizonsfalls afterand providing guidance for FY26Disc Medicine (IRON) drops after confirming receipt of afor bitopertin5. EARNINGS/GUIDANCE:Moderna, with EPS and revenue beating consensusInstacart, with the company commenting, "In Q4, we delivered our strongest quarterly GTV growth in three years"Wendy'sand provided guidance for Fy256Wynn Resorts, with EPS missing consensusDauch Corporationand provided guidance for FY26INDEXES:The Dow rose 48.95, or 0.099%, to 49,500.93, the Nasdaq lost 50.48, or 0.22%, to 22,546.67, and the S&P 500 advanced 3.41, or 0.05%, to 6,836.17.
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Magna International Q4 Results Exceed Expectations
- Strong Performance: Magna International reported Q4 2025 sales of $10.8 billion, a 2% increase year-over-year despite a 1% decline in global light vehicle production, demonstrating robust performance in new programs like the Ford Expedition and Xiaomi YU7.
- Profitability Improvement: Adjusted earnings per share reached $2.18, up 29% year-over-year and exceeding market expectations by $0.38, reflecting the company's success in operational efficiency and cost management.
- Optimistic Outlook: Magna forecasts FY26 sales between $41.9 billion and $43.5 billion, surpassing the $42.2 billion market estimate, indicating strong confidence in future growth.
- Stable Cash Flow: Expected free cash flow for FY26 is projected to be between $1.6 billion and $1.8 billion, consistent with the $1.6 billion at the end of 2025, showcasing the company's financial stability.
Magna International Stock Hits Four-Year High Amid Strong Revenue Performance
- Strong Stock Performance: Magna International's stock soared to $69.94 on Friday, closing at $68.73 with an 18.87% increase, reflecting strong investor confidence in its performance and positive market reaction to its ongoing buyback program.
- Revenue Guidance Met: The company reported $42 billion in revenue for 2025, hitting the high end of its previous guidance, although this figure represents a 1.8% decline from $42.8 billion in 2024, indicating stability and adaptability in a competitive market.
- Net Income Decline: Attributable net income for 2025 was $829 million, down 17.8% from $1.009 billion in 2024, highlighting challenges in profitability that may affect future investor confidence.
- Optimistic Future Outlook: Magna International targets sales of $41.9 billion to $43.5 billion for 2026, with adjusted diluted earnings per share projected between $6.25 and $7.25, while also planning to repurchase 22 million shares to enhance company and shareholder value.
U.S. Markets Closed with Mixed Results on Friday, Driven by Rivian Automotive's Gains and Pinterest's Decline
- U.S. Stock Market Performance: Stock indexes in the U.S. ended the day mixed on Friday.
- Index Movements: The S&P 500 rose by 0.10%, the Dow Jones increased by 0.05%, while the Nasdaq Composite fell by 0.22%.
Magna International Releases 2026 Fiscal Outlook with Mixed Earnings and Sales Forecast
- Quarterly Performance Beats Expectations: Magna International reported fourth-quarter adjusted earnings per share of $2.18, surpassing the analyst consensus estimate of $1.79, with quarterly sales reaching $10.84 billion, a 2% year-over-year increase, demonstrating the company's resilience despite a 1% decline in global light vehicle production.
- Sales Forecast Downgrade: While the company forecasts fiscal 2026 adjusted earnings between $6.25 and $7.25 per share, exceeding analysts' estimate of $5.99, it has lowered its sales outlook from $48.8 billion to $51.2 billion down to $41.9 billion to $43.5 billion, reflecting uncertainty in market demand.
- Strong Cash Flow Performance: In the fourth quarter, Magna generated $1.98 billion in cash from operations and $1.35 billion in free cash flow, indicating the company's ability to maintain robust cash flow while capital spending remains below historical levels, supporting future shareholder buyback plans.
- Dividend Increase: The company declared a fourth-quarter dividend of $0.495 per common share, representing a 2% increase from the previous year, with payment scheduled for March 13, reflecting the company's ongoing commitment to shareholder returns.
Update: Magna International Shares Rise After Q4 Adjusted Earnings, Sales Top Estimates
Coinbase Reports Q4 Revenue Decline of 5%
- Revenue Decline: Coinbase reported total Q4 revenue of $1.78 billion, down 5% quarter-over-quarter, missing the Street consensus estimate of $1.85 billion, indicating potential market demand weakness that could impact future growth.
- Earnings Beat: Despite the revenue drop, Coinbase's adjusted earnings per share were 66 cents, surpassing the Street consensus estimate of 64 cents, demonstrating the company's strong performance in cost management and operational efficiency.
- Stock Price Surge: Coinbase shares jumped 13% to $159.44 on Friday, reflecting investor confidence in the company's profitability, even though overall revenue fell short of expectations.
- Market Environment Impact: The broader U.S. stock market declined, with the Dow Jones falling around 0.2% on Friday, indicating macroeconomic pressures on tech stocks that may affect Coinbase's future market performance.
Magna International Q4 Results Exceed Expectations
- Strong Performance: Magna International reported Q4 2025 sales of $10.8 billion, a 2% increase year-over-year despite a 1% decline in global light vehicle production, demonstrating robust performance in new programs like the Ford Expedition and Xiaomi YU7.
- Profitability Improvement: Adjusted earnings per share reached $2.18, up 29% year-over-year and exceeding market expectations by $0.38, reflecting the company's success in operational efficiency and cost management.
- Optimistic Outlook: Magna forecasts FY26 sales between $41.9 billion and $43.5 billion, surpassing the $42.2 billion market estimate, indicating strong confidence in future growth.
- Stable Cash Flow: Expected free cash flow for FY26 is projected to be between $1.6 billion and $1.8 billion, consistent with the $1.6 billion at the end of 2025, showcasing the company's financial stability.
Magna International Stock Hits Four-Year High Amid Strong Revenue Performance
- Strong Stock Performance: Magna International's stock soared to $69.94 on Friday, closing at $68.73 with an 18.87% increase, reflecting strong investor confidence in its performance and positive market reaction to its ongoing buyback program.
- Revenue Guidance Met: The company reported $42 billion in revenue for 2025, hitting the high end of its previous guidance, although this figure represents a 1.8% decline from $42.8 billion in 2024, indicating stability and adaptability in a competitive market.
- Net Income Decline: Attributable net income for 2025 was $829 million, down 17.8% from $1.009 billion in 2024, highlighting challenges in profitability that may affect future investor confidence.
- Optimistic Future Outlook: Magna International targets sales of $41.9 billion to $43.5 billion for 2026, with adjusted diluted earnings per share projected between $6.25 and $7.25, while also planning to repurchase 22 million shares to enhance company and shareholder value.
U.S. Markets Closed with Mixed Results on Friday, Driven by Rivian Automotive's Gains and Pinterest's Decline
- U.S. Stock Market Performance: Stock indexes in the U.S. ended the day mixed on Friday.
- Index Movements: The S&P 500 rose by 0.10%, the Dow Jones increased by 0.05%, while the Nasdaq Composite fell by 0.22%.
Magna International Releases 2026 Fiscal Outlook with Mixed Earnings and Sales Forecast
- Quarterly Performance Beats Expectations: Magna International reported fourth-quarter adjusted earnings per share of $2.18, surpassing the analyst consensus estimate of $1.79, with quarterly sales reaching $10.84 billion, a 2% year-over-year increase, demonstrating the company's resilience despite a 1% decline in global light vehicle production.
- Sales Forecast Downgrade: While the company forecasts fiscal 2026 adjusted earnings between $6.25 and $7.25 per share, exceeding analysts' estimate of $5.99, it has lowered its sales outlook from $48.8 billion to $51.2 billion down to $41.9 billion to $43.5 billion, reflecting uncertainty in market demand.
- Strong Cash Flow Performance: In the fourth quarter, Magna generated $1.98 billion in cash from operations and $1.35 billion in free cash flow, indicating the company's ability to maintain robust cash flow while capital spending remains below historical levels, supporting future shareholder buyback plans.
- Dividend Increase: The company declared a fourth-quarter dividend of $0.495 per common share, representing a 2% increase from the previous year, with payment scheduled for March 13, reflecting the company's ongoing commitment to shareholder returns.
Update: Magna International Shares Rise After Q4 Adjusted Earnings, Sales Top Estimates
Coinbase Reports Q4 Revenue Decline of 5%
- Revenue Decline: Coinbase reported total Q4 revenue of $1.78 billion, down 5% quarter-over-quarter, missing the Street consensus estimate of $1.85 billion, indicating potential market demand weakness that could impact future growth.
- Earnings Beat: Despite the revenue drop, Coinbase's adjusted earnings per share were 66 cents, surpassing the Street consensus estimate of 64 cents, demonstrating the company's strong performance in cost management and operational efficiency.
- Stock Price Surge: Coinbase shares jumped 13% to $159.44 on Friday, reflecting investor confidence in the company's profitability, even though overall revenue fell short of expectations.
- Market Environment Impact: The broader U.S. stock market declined, with the Dow Jones falling around 0.2% on Friday, indicating macroeconomic pressures on tech stocks that may affect Coinbase's future market performance.
