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Business

Liberty Energy Navigates Market Turbulence, Bets Big on Power Infrastructure Expansion

Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.

Business

Blackstone Explores Sale of Interplex's ICT Unit in Potential $1 Billion-Plus Deal

Blackstone Inc. is weighing a sale of Interplex's information and communications technology business, with early-stage talks suggesting a valuation exceeding $1 billion, sources familiar with the matter said.

Business

Hexcel Eyes Sustained Aerospace Rebound After Challenging 2025, Outlines Growth Plan

Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.

Business

Airbus Shares Dip: A Buying Opportunity or a Sign of Turbulence Ahead?

After a stellar multi-year run, Airbus shares have retreated recently, prompting investors to reassess the European aerospace champion's valuation. Analysis suggests the stock may be trading at a significant discount to its intrinsic value, even as it navigates production challenges and a robust order book.

Business

General Dynamics Lands $1 Billion Navy Modernization Deal Amid Record Backlog

General Dynamics secures a major multi-year U.S. Navy contract for systems modernization, reinforcing its pivotal role in naval defense and underscoring the strength of its record order backlog amid robust segment performance.

Business

Sea Limited Doubles Down on Growth: Can Shopee's Margin Sacrifice Pay Off?

Sea Limited's latest earnings reveal a strategic pivot back to aggressive investment in its e-commerce arm, Shopee, driving robust revenue growth but squeezing near-term margins. This move reignites the debate on whether the Southeast Asian tech giant can sustainably balance expansion with profitability.

Business

American Eagle Outfitters Exits Third-Party Logistics to Double Down on Core Brands

American Eagle Outfitters is winding down its Quiet Logistics subsidiary, a strategic retreat from the third-party fulfillment business. The move signals a sharper focus on its core Aerie and American Eagle retail brands amid a challenging environment for apparel retailers.

Business

UPS Pivots with Sweeping Restructuring: 30,000 Jobs Cut, Focus Shifts to Healthcare and High-Margin Clients

Facing uneven long-term performance, UPS announces a major strategic overhaul involving significant job reductions, facility closures, and a deliberate move away from low-margin Amazon volume. The company is betting big on healthcare logistics through acquisitions to bolster its global cold chain network.

Business

Geopolitical Tensions and Supply Shifts Propel Oil Past $70, Challenging Glut Narrative

Brent crude surged above $70 a barrel for the first time since mid-2025, driven by escalating Middle East tensions and shifting supply dynamics, as analysts signal a fading bearish outlook for the oil market.

Business

AI Data Surge Fuels Western Digital's Strong Q2, Drives High-Capacity Storage Demand

Western Digital's fiscal Q2 2026 results showcase robust growth, with revenue climbing 25% year-over-year to $3.0 billion. The company credits accelerating AI adoption for driving demand for its high-capacity nearline hard drives and advanced technologies like HAMR and UltraSMR.

Business

SkyWest Navigates Government Shutdown Turbulence to Post Strong 2025, Eyes Continued Growth with Fleet Renewal

SkyWest Airlines reported robust full-year earnings for 2025, overcoming a disruptive government shutdown in Q4. The regional carrier highlighted significant debt reduction, key contract extensions with major partners, and a bullish outlook for 2026 driven by new aircraft deliveries and improved operational leverage.

Business

Insmed's Pivotal Moment: Upcoming TPIP Data and Analyst Spotlight Set Stage for Critical Investor Decisions

As Insmed prepares to unveil key data for its TPIP program at a major medical congress, fresh analyst coverage highlights the treatment's potential to reshape the company's future. Amidst a volatile stock performance, investors are weighing high-growth prospects against persistent financial risks.