Following strong 2025 results, ASE Technology projects multi-year growth fueled by relentless AI server demand and a broadening semiconductor recovery. The Taiwanese packaging and testing giant plans significant capital expenditure increases to expand capacity, particularly for cutting-edge services.
The Swiss pharma giant reported robust 2025 results, hitting a key profitability goal early. While facing near-term pressure from U.S. generic competition, CEO Vas Narasimhan outlined a strategy anchored by a portfolio of growth brands and a promising late-stage pipeline.
With a $7 billion acquisition and a pipeline focused on convenience, Pfizer is mounting a strategic challenge to Eli Lilly and Novo Nordisk's weight-loss drug stronghold, though commercial impact remains years away.
As surging data center demand electrifies the traditionally steady utility sector, NextEra Energy and Dominion Energy emerge as key infrastructure players with compelling total return prospects.
ExxonMobil Guyana has completed the purchase of the FPSO ONE GUYANA from SBM Offshore in a $2.32 billion deal, solidifying its stake in the prolific Stabroek block. SBM will continue to operate and maintain the vessel until 2035 under an integrated model.
The bitter feud between OpenAI's Sam Altman and xAI's Elon Musk escalates as a multi-billion dollar fraud lawsuit heads to trial. With accusations of broken promises and evidence destruction, the April 2026 court date is set to be a defining moment for the future of AI governance and tech industry rivalries.
In a major policy reversal, the U.S. Commodity Futures Trading Commission has formally withdrawn a contentious 2024 proposal that sought to outlaw event contracts tied to politics, sports, and conflict. Chairman Michael S. Selig dismissed the plan as a politically motivated overreach, signaling the agency's intent to regulate—not stifle—the fast-growing prediction market sector.
Industry leaders warn that soaring business rates and a lack of government support threaten the viability of countryside weddings, potentially pricing out couples and stifling a rural economic success story.
An early projection suggests a smaller cost-of-living adjustment for 2027, renewing concerns about benefits keeping pace with retirees' actual expenses.
As the S&P 500 hovers near record highs, a confluence of factors—stretched valuations, the economic impact of tariffs, and the uncertainty of midterm elections—points to heightened volatility and potential downturns in 2026, historical analysis suggests.
The benchmark index closed January with a 1.4% gain, a more tempered start compared to 2025's surge. Historical data suggests such openings are poor predictors for full-year performance, leaving investors to weigh optimism against persistent market uncertainties.
As investors navigate a complex economic landscape, Costco Wholesale continues to demonstrate remarkable resilience. However, its lofty valuation relative to peers prompts a critical question about its current investment appeal.
As Gulf bourses hit record highs, savvy investors are looking past the giants to smaller companies with robust fundamentals and strategic growth drivers. We examine three such firms capitalizing on economic diversification and consumer trends.
Healthcare distribution giant McKesson reported robust fiscal third-quarter results, with double-digit growth in revenue and earnings. The company raised its full-year guidance, citing strength in its oncology services and the booming distribution of GLP-1 medications.
Buoyed by a surge in M&A and capital markets activity, investment bank Moelis & Company reported record quarterly and annual revenues for 2025. Executives point to a strengthened talent bench and improving operating leverage as catalysts for momentum heading into what they forecast will be a robust year for transactions.
At its annual meeting, Aramark shareholders voted to re-elect the full slate of directors, approve executive compensation in an advisory vote, and retain Deloitte & Touche as auditor. The virtual format facilitated brief proceedings, with management addressing questions on CEO succession, tariffs, and animal welfare.
Automotive supplier Lear Corporation reported robust 2025 financial results, highlighted by record new business awards in seating and E-Systems, significant operational savings, and a disciplined capital return strategy. While navigating a mixed global auto market, the company outlined a confident outlook for 2026, underpinned by its thermal comfort technology and digital transformation initiatives.
KKR Real Estate Finance Trust (KREF) reported a Q4 2025 net loss of $32 million, driven by increased credit provisions. Management outlined a strategic pivot for 2026, emphasizing aggressive asset resolutions, portfolio repositioning, and a fortified $880 million liquidity position to weather ongoing market shifts.
Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.
Johnson Controls International (JCI) reported a robust first quarter, exceeding expectations and raising its full-year earnings guidance. The company cited record order growth, particularly in data center and life sciences segments, alongside significant margin expansion. Executives highlighted a record $18 billion backlog but noted timing challenges for near-term revenue conversion.
