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Source document· January 28, 2026

The Zacks Analyst Blog Broadcom, Oracle, Mastercard, Geospace and Gencor

View original at finance.yahoo.com
The Zacks Analyst Blog Broadcom, Oracle, Mastercard, Geospace and Gencor For Immediate Releases Chicago, IL – January 28, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog…
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  • Top stock-picking strategies have blown away the S&P's +7.7% average gain per year since 2000, with average gains of +48.4%, +50.2% and +56.7% per year

    80% confidence

  • First-quarter fiscal 2026 AI revenues expected to double to $8.2 billion

    80% confidence

  • Fiscal 2026 guidance indicates continued cloud acceleration

    80% confidence

  • Adjusted operating expenses expected to witness high-end of mid-teens YoY growth in 2025

    80% confidence

  • Gross margin in the fiscal first quarter is expected to contract sequentially

    80% confidence
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Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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