The pharmaceutical giant added nearly $100 billion to its market capitalization following a stellar quarterly report, driven by soaring demand for its GLP-1 drugs Mounjaro and Zepbound.
Alphabet's record Q4 2025 results are overshadowed by a massive planned increase in capital expenditures, targeting up to $185 billion in 2026 to fuel its global AI and cloud ambitions, including a major physical expansion in India. The move signals a high-stakes pivot that is reshaping the investment thesis around the tech giant.
American Financial Group (AFG) reported a robust finish to 2025, highlighted by a record fourth-quarter underwriting profit and significant capital returns to shareholders. The specialty insurer enters the new year with a business plan targeting premium growth and a combined ratio near 92.5%, backed by strong performance in its crop and specialty P&C segments.
Asian markets tumbled Thursday, extending a Wall Street retreat fueled by growing investor skepticism over soaring AI expenditures and stretched tech valuations. Analysts warn of a fragile sentiment shift as capital rotates away from high-flying tech names.
Despite recent investor jitters over soaring capital expenditures, a closer look at Meta Platforms' strategy reveals a deliberate, infrastructure-heavy push into AI that is already driving measurable gains in user engagement and ad performance.
Despite a 9% stock slide in 2026 and bold promises around Robotaxi and Optimus, Tesla faces a harsh reality of falling deliveries, shrinking profits, and massive capital expenditures that make its current price a risky proposition for investors.
Oaktree Specialty Lending (OCSL) reported stable earnings for its fiscal first quarter, with adjusted net investment income rising to $0.41 per share. Management highlighted disciplined capital deployment, a focus on reducing non-accruals, and detailed the firm's evolving approach to underwriting software and AI-related risks in a bifurcated market.
Synthetic biology firm Twist Bioscience has lifted its full-year revenue guidance, citing robust demand for its AI-powered DNA and protein platforms. The announcement, coupled with strategic equity grants to new hires, underscores the company's aggressive push to capitalize on the booming intersection of AI and biotech, even as its long-term stock performance reveals underlying volatility.
Google's parent company Alphabet shattered profit forecasts with a $34.5bn quarterly haul, fueled by a 48% cloud revenue surge, as it outlines aggressive plans to nearly double capital expenditures to dominate the AI infrastructure race.
Google's parent company Alphabet reported record-breaking earnings, crossing the $400 billion annual revenue mark for the first time. The tech giant announced plans to nearly double its capital expenditures in 2026 to meet surging demand for AI and cloud services, even as its core advertising business continues to fuel its ambitious investments.
The private mortgage insurer announces a significant capital return initiative, including a fresh share repurchase authorization and a quarterly dividend, signaling strong operational confidence and a deepening commitment to shareholder value.
Evernorth Holdings is set to debut on Nasdaq, locking 388 million XRP tokens into a public treasury. The move, backed by over $1 billion in capital, aims to give traditional stock investors regulated exposure to the digital asset, following a blueprint pioneered by MicroStrategy with Bitcoin.
The national women's fashion retailer Francesca's has abruptly closed its two St. Louis-area locations as part of a wider shutdown, citing a default notice from its lender after a failed capital raise. The move highlights ongoing pressures in the brick-and-mortar retail sector.
Fireblocks, a leading institutional crypto custodian, has integrated the Stacks Layer-2 network, granting its vast client base direct access to native Bitcoin DeFi applications. This move is poised to channel significant institutional capital into the burgeoning ecosystem built atop Bitcoin.
A massive capital infusion for Alphabet's Waymo accelerates its autonomous ride-hailing expansion, sharpening the focus on Tesla's premium stock price and its yet-to-materialize self-driving ambitions.
A sharp selloff in technology shares moderated by Wednesday's close, though the sector remained under pressure as concerns over AI's disruptive potential mounted. Capital rotated decisively toward value-oriented and small-cap stocks, highlighting a significant shift in market sentiment.
Aubrey Capital Management has completely exited its position in MercadoLibre, a move that highlights shifting investor sentiment amid the company's margin pressures and intensifying regional competition.
Despite posting strong quarterly results and aggressive buybacks, electronic trading giant Virtu Financial trades at a steep discount. Analysts see a potential double as its resilient business model and capital returns clash with regulatory headwinds.
Despite recent share price pressure, Ferrari N.V. (NYSE: RACE) presents a compelling case as a defensive luxury compounder. Its deliberate strategy of controlled scarcity, exceptional margins, and disciplined capital allocation underpins a resilient business model that may be undervalued in the current market.
The data storage giant's robust quarterly results and aggressive share repurchase plan highlight its strategic positioning to capitalize on soaring demand from AI and data centers.
