TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.
Trivago (TRVG) reported robust Q4 results, marking a fifth consecutive quarter of revenue growth. While aggressive brand investment pressured short-term ad returns, management forecasts double-digit revenue growth and improved profitability for 2026, backed by AI product enhancements and a fortified balance sheet.
Despite facing significant net client outflows and ongoing fee pressure, T. Rowe Price Group reported a 4.2% rise in full-year adjusted EPS to $9.72, buoyed by higher average assets under management and robust market returns. CEO Rob Sharps acknowledged a challenging environment for active managers but pointed to strategic growth in ETFs, alternatives, and new partnerships as key to future momentum.
Cybersecurity firm Tenable posted stronger-than-expected Q4 and full-year 2025 results, crediting robust demand for its Tenable One platform fueled by corporate urgency to manage AI-related risks. The company also announced an expanded share buyback program and provided an outlook that projects it will cross the $1 billion annual revenue threshold in 2026.
MEMS timing leader SiTime posts exceptional Q4 results, with revenue soaring 66% year-over-year, driven by booming demand in AI and data center markets. The company simultaneously announces a landmark acquisition of Renesas' timing business, positioning itself for expanded scale and leadership.
Sangoma Technologies reported fiscal Q2 2026 results in line with expectations, fueled by one of its strongest booking quarters on record. The company highlighted a 67% sequential surge in monthly recurring revenue bookings, robust cash generation, and significant progress in capturing larger, multi-site mid-market clients.
As Kevin Warsh prepares to take the helm from Jerome Powell, Goldman Sachs analysts argue the nominee's focus on AI-driven disinflation could lead to a more accommodative policy stance than his history suggests, forecasting two rate cuts in 2026.
Drivers across the Midwest saw a welcome decline in fuel costs last week, with regional averages falling further below the national rate. Analysts point to seasonal demand shifts and stable refinery outputs as key factors behind the drop.
Crude futures dropped over 1% after Washington and Tehran confirmed plans for talks in Oman, temporarily calming markets rattled by fears of a military clash in the vital Strait of Hormuz region.
A Chicago man accused of killing two Israeli Embassy staffers in a May shooting now faces new terrorism-related counts, which could result in a mandatory life sentence, according to federal authorities.
In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
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.
In a significant leadership transition, Wall Street legal powerhouse Paul, Weiss, Rifkind, Wharton & Garrison LLP announced the resignation of its long-time Chairman Brad Karp. Veteran corporate lawyer Scott Barshay has been named as his successor, signaling a potential strategic shift for the firm.
In a pre-Super Bowl interview, former President Donald Trump indicated he will not intervene personally in the high-stakes bidding war between Netflix and Paramount Skydance for Warner Bros. Discovery, stating the Justice Department should handle the competition review.
DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.
Emerging from Chapter 11, Wolfspeed reports Q2 FY2026 results, highlighting a strategic pivot towards AI data centers, industrial energy, and aerospace while navigating near-term EV market softness. The company touts a strengthened balance sheet and progress in 300mm wafer technology.
In a strategic pivot that stunned the market, Texas Instruments announced a definitive agreement to acquire Silicon Labs for $7.5 billion, aiming to dominate the rapidly expanding Internet of Things connectivity space.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
The fast-fashion jewelry retailer Lovisa Holdings is demonstrating exceptional capital efficiency, with its Return on Capital Employed (ROCE) significantly outpacing industry averages. This financial strength, coupled with aggressive reinvestment, paints a compelling picture for long-term investors.
Palantir Technologies reports a surge in revenue driven by existing clients significantly ramping up their investments, with CEO Alex Karp stating that artificial intelligence has 'put gasoline' on the company's core capabilities. The data analytics firm's latest earnings far exceeded Wall Street expectations.
