Ryan Cohen told CNBC that he is eyeing a transformational deal with a publicly traded consumer company.

More Big Tech earnings are ahead from Amazon and Alphabet.

Community banking company Columbia Financial (NASDAQ:CLBK) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 247% year on year to $68.78 million. Its non-GAAP profit of $0.16 per share was in line with analysts’ consensus est

Chip manufacturer NXP Semiconductors (NASDAQ: NXPI) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 7.2% year on year to $3.34 billion. Guidance for next quarter’s revenue was better than expected at $3.15 billion at the midpoint, 1.5%

Data analytics company Palantir Technologies (NASDAQ:PLTR) announced better-than-expected revenue in Q4 CY2025, with sales up 70% year on year to $1.41 billion. On top of that, next quarter’s revenue guidance ($1.53 billion at the midpoint) was surprising

Dialysis provider DaVita Inc. (NYSE:DVA) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.9% year on year to $3.62 billion. Its non-GAAP profit of $3.40 per share was 6.5% above analysts’ consensus estimates.

Professional staffing firm Kforce (NYSE:KFRC) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales fell by 3.4% year on year to $332 million. Guidance for next quarter’s revenue was better than expected at $328 million at the midpoi

Business development company Capital Southwest (NASDAQ:CSWC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 18.2% year on year to $61.45 million. Its GAAP profit of $0.54 per share was 8.2% below analysts’ consensus

Alphabet is scheduled to report fourth-quarter results after the market closes on Wednesday, with traders expecting the stock to move—and potentially extend its record run following the report.

These two stocks remain speculative plays with long-term quantum potential.

Some analysts have projected AI will displace 7% of U.S. workers. Yale economists said it’s just too early to tell.

Shares of online travel agency Expedia (NASDAQ:EXPE) jumped 5.2% in the afternoon session after the company expanded its partnership with financial technology firm Affirm, making it the exclusive Buy Now, Pay Later (BNPL) provider for its brands in the US

Shares of lifting and material handling equipment company Terex (NYSE:TEX) jumped 4.6% in the afternoon session after the company announced the successful completion of its merger with REV Group.

Shares of security systems manufacturer Napco (NASDAQ:NSSC) jumped 10.5% in the afternoon session after the company reported strong fourth-quarter 2025 results that beat Wall Street's expectations.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 2.5% in the afternoon session after Rosenblatt analyst Kevin Cassidy reaffirmed a 'Buy' rating on the company, maintaining the price target at $55.00.