Defying a challenging real estate market, Five Point Holdings LLC (FPH) reported a record annual net income for 2025, driven by strategic land transactions and growth in its management business. The company also provided a bullish outlook for 2026.
An international tribunal has ruled against Shell and partner Eni in a cost-recovery dispute at Kazakhstan's Karachaganak field, potentially exposing the energy giants to a multi-billion dollar payout and forcing contract renegotiations that could reshape future cash flows from the strategic asset.
Mastercard reported robust Q4 and full-year 2025 results, driven by double-digit revenue growth and surging value-added services. Executives expressed confidence for 2026, highlighting strategic wins, investments in digital assets like stablecoins, and a focus on 'agentic commerce,' even as they plan a restructuring affecting 4% of staff.
SL Green Realty Corp. posted a significant net loss for 2025 despite rising revenues and robust leasing activity. The Manhattan office landlord confirmed a shift to quarterly dividends and is advancing major financing and asset sale plans, placing cash conservation and balance sheet flexibility at the forefront of its recovery strategy.
In its Q4 2025 earnings call, CNX Resources outlined a disciplined capital strategy for 2026, emphasizing operational resilience amid severe weather and providing updates on its deep Utica shale program, RNG initiatives, and hedging posture. Management signaled a focus on long-term infrastructure catalysts rather than chasing volatile spot gas prices.
The Texas-based financial institution reported a year-over-year increase in profits, deposits, and loans for the second quarter of 2025. While management highlighted the success of its organic branch expansion strategy, it also acknowledged intensifying competitive pressures in key lending markets.
Colony Bankcorp (CBAN) reported improved operating performance in Q4 2025, with executives detailing on-track integration of TC Federal and momentum in fee-based businesses. The bank targets a 1.20% return on assets for 2026 and signals appetite for further acquisitions.
The U.S. dollar extended its weekly decline as fresh geopolitical risks, including new tariff threats over Cuba and potential military action against Iran, dampened appetite for American assets, despite domestic political relief.
SL Green Realty Corp. reported robust fourth-quarter results, highlighting vigorous leasing activity driven in part by AI-related demand and sustained Asian investor interest in New York City assets, while outlining a strategic $2.5 billion asset sale plan.
Arthur J. Gallagher & Co. reported robust fourth-quarter results, driven by a potent mix of organic expansion and strategic acquisitions like AssuredPartners. Management projects sustained mid-single-digit growth for 2026, backed by a significant capital reserve for further mergers and acquisitions.
The technology-focused lender reported solid 2025 earnings, highlighted accelerating deposit inflows and a strategic shift away from its legacy SBA portfolio. Management forecasts continued growth for 2026, banking on its digital offerings and a key securitization success.
Howard Wealth Management's significant purchase of the Invesco BulletShares 2030 Corporate Bond ETF (BSCU) highlights a strategic move towards defined-maturity fixed income, underscoring a disciplined approach to building cash flow ladders in a volatile rate environment.
A significant divestment from a short-duration bond ETF highlights a broader portfolio pivot towards growth assets as opportunity costs rise, questioning the role of capital preservation funds in a changing rate environment.
A new report reveals a stark divergence in the U.S. housing market: while high rates cool mainstream activity, ultra-luxury sales above $10 million surged to a record $38.6 billion in 2025, driven by new wealth creation and a flight to tangible assets.
Former Fed governor Kevin Warsh, nominated to lead the central bank, previously advised the firm issuing Tether's new U.S.-regulated stablecoin, intertwining his potential oversight role with a key player in the digital asset industry.
MicroStrategy's massive Bitcoin holdings have fallen below their average purchase price, resulting in over $900 million in paper losses. This development intensifies scrutiny on the company's reliance on equity markets to fund its crypto acquisitions as financial conditions tighten.
Freshly released court documents include FBI testimony from a confidential source claiming the late financier Jeffrey Epstein managed hidden assets for Russian President Vladimir Putin and other powerful figures, shedding new light on his shadowy financial network.
OpenAI is actively seeking alternatives to some of Nvidia's latest AI chips, focusing on specialized hardware for faster inference, according to sources. This strategic pivot introduces new tensions and competitive dynamics between the two AI titans, even as investment talks continue.
Fifth Third Bancorp has finalized its acquisition of Comerica Incorporated, a move that consolidates the Midwest banking landscape and creates the nation's ninth-largest bank with nearly $300 billion in assets.
Asset managers unleashed a historic wave of nearly 1,000 new active ETFs last year, even as a record number shuttered. Despite the high-stakes environment, firms are doubling down, betting on sustained investor demand and advisor adoption to justify the rush.
