The global investment manager reported robust growth in money market and equity strategies during its Q4 2025 earnings call, while detailing expansion into digital assets and the pending acquisition of real estate specialist FCP.
Cullen/Frost Bankers (NYSE: CFR) reported fourth-quarter revenue in line with expectations but delivered a significant earnings beat, driven by its aggressive branch network expansion in Texas and robust commercial lending. Management expressed confidence in sustained loan growth and improving margins for the coming year.
As the digital asset market matures, two powerful forces—comprehensive U.S. regulation and a pivot toward tokenized stable assets—are poised to redefine the trading landscape by 2026, potentially attracting a new wave of capital while curbing volatility.
Nasdaq Inc. reported stronger-than-expected fourth-quarter results, fueled by surging revenue from its technology solutions division and strategic AI initiatives, even as the company navigates a tighter margin environment.
Royal Caribbean Group (RCL) reported strong fourth-quarter results, meeting revenue expectations with a 13.3% year-over-year increase to $4.26 billion. The cruise giant's performance, driven by record passenger volumes and strategic investments, signals robust health in the leisure travel sector.
While large-cap stocks offer stability, their massive scale often limits growth. We analyze one company whose competitive moat continues to widen and two others where valuation and market dynamics suggest caution is warranted.
LVMH's wine and spirits arm, led by Hennessy, faces a sharp profit decline amid weak U.S. and Chinese demand, while Rémy Cointreau reports a modest rebound in Cognac sales, highlighting a divided market outlook.
Shares of Deckers Outdoor surged over 17% Friday after the footwear and apparel company reported robust Q3 earnings, driven by full-price selling across its UGG and HOKA brands and prompting an upward revision to its annual forecast.
Financial services firm Lazard (LAZ) reported better-than-expected fourth-quarter results, driven by record advisory fees and robust asset growth, signaling resilience in a challenging market.
Mastercard's Q4 2025 results surpassed profit expectations, driven by strong demand for its value-added services and key global partnerships, highlighting the payments giant's resilience amid economic uncertainty.
Novo Nordisk charts a bold new course, launching a pivotal oral obesity drug while restructuring its workforce and deepening its investment in next-generation cell therapies for metabolic diseases.
Shares in Alligator Energy (ASX:AGE) jumped sharply after the company announced key progress at its Samphire uranium project in South Australia, including the launch of a field recovery trial and advancing mining lease approvals, setting the stage for a bankable feasibility study targeted for early 2027.
Shares of major video game companies plunged Friday after Google unveiled a groundbreaking AI model capable of generating interactive worlds from simple prompts, sparking investor fears of industry disruption.
Amid a cautiously optimistic market backdrop, companies where executives hold significant stakes are drawing investor attention. We examine three such firms where insider buying and strategic moves signal confidence in long-term growth.
Barclays has initiated coverage on Bloom Energy (NYSE: BE) with an 'Equal Weight' rating and a $153 price target, citing strong fundamentals but suggesting the market has already priced in its near-term growth trajectory, particularly from AI data center demand.
Despite reporting a 22% surge in Q4 2025 net income to $4.1 billion, global payments giant Mastercard is cutting approximately 1,400 jobs as part of a strategic review, highlighting the complex balance between growth and operational efficiency in the fintech sector.
As data center demand surges, NextEra Energy emerges as a critical, and often overlooked, infrastructure player. Its partnerships with tech titans like Meta and Google highlight a strategic pivot in the energy sector.
Exco Technologies Ltd. (TSE:XTC) kicked off its fiscal 2026 with a solid first quarter, posting higher profits despite a mixed demand environment. Robust growth in its Automotive Solutions segment successfully countered softer demand in its die-cast tooling business, showcasing the resilience of its diversified model amid ongoing trade policy and economic uncertainty.
Visa's fiscal first-quarter earnings surpassed expectations, driven by robust cross-border transactions and a surge in high-margin digital services. The payments giant signals confidence in sustained consumer resilience despite some moderation in U.S. debit volumes.
United Rentals reported strong Q4 results, driven by data center and power sector demand, and issued 2026 guidance forecasting continued revenue growth. Management highlighted a robust project pipeline while navigating margin pressures.
