Texas Instruments Soars on Upbeat Earnings, GM Rallies, Insurers Decline

Jan 28, 2026

Jordan Fitzgerald, Bloomberg equities reporter who breaks down company earnings and market moves. He highlights Texas Instruments’ upbeat guidance and rally. He covers Seagate’s mixed reaction, GM’s stronger profits and shareholder returns, and the plunge in health insurers after Medicare Advantage policy changes.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

TI's Guiding Signal Of Demand Recovery

Texas Instruments beat guidance and said Q1 revenue and profit would top estimates, signaling inventory digestion and renewed demand.
Jordan Fitzgerald says the upbeat forecast drove shares sharply higher in after-hours trading.

INSIGHT

Seagate Faces Heightened Expectations

Seagate reported results that disappointed some traders despite prior strong gains this year.
Jordan Fitzgerald suggests the market may have expected even stronger color after a 35% YTD run.

INSIGHT

GM's Profit Outlook Boosts Shares

General Motors raised full-year adjusted EBIT guidance above estimates and reported strong quarterly results.
Jordan Fitzgerald notes GM's outlook and profit beat lifted the stock to record highs.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

On this episode of Stock Movers:
- Texas Instruments (TXN) soared in late trading after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range exceeded the average estimate of $4.42 billion. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. The upbeat outlook signals that customers have worked through a backlog of inventory and are starting to make purchases again. Chief Executive Officer Haviv Ilan, who runs the largest maker of analog chips, said that orders improved through the fourth quarter.
- GM (GM) expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks, fueled by demand for its highest-margin vehicles. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion, which is higher than last year’s $12.7 billion, the company said Tuesday in a statement that also detailed fourth-quarter results. GM made $2.51 a share in the latest quarter, a result that easily beat Wall Street analysts’ consensus forecast of $2.28. GM shares rose 5.7% to $83.96 as of 9:39 a.m. in New York. The stock posted a more than 50% gain in 2025.
- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.

See omnystudio.com/listener for privacy information.