EXPE

Business

A.O. Smith Navigates Flat Sales with Sharper Margins, Charts Course Through Inflation and China Headwinds

A.O. Smith's Q4 2025 earnings reveal a tale of two stories: revenue that missed expectations but profits that beat them. The water technology leader is leaning into commercial strength and operational discipline to expand margins, even as it braces for a challenging 2026 marked by input cost inflation and persistent softness in its China business.

Jan 30, 2026

Business

Beyond the Bottom Line: Five Analyst Probes Unpack Booz Allen's Strategic Pivot Amid Mixed Q4 Results

While Booz Allen Hamilton's Q4 revenue fell short of expectations, robust profitability and a strategic shift toward outcome-based contracts in high-demand sectors like cybersecurity spurred investor optimism. Analysts pressed management on the sustainability of this model and the path forward in a complex funding environment.

Jan 30, 2026

Business

Brunswick Navigates Choppy Waters: Strong Q4 Earnings Tempered by Tariff Concerns and Cautious Outlook

Brunswick Corporation surpassed Q4 revenue and profit expectations, buoyed by stabilizing retail demand. However, a cautious near-term forecast and persistent tariff headwinds cloud its 2026 trajectory, highlighting the complex currents facing the marine industry.

Jan 30, 2026

Business

Bread Financial Beats Profit Forecasts Despite Revenue Dip, Signals Strategic Shift

Bread Financial (NYSE: BFH) posted a mixed fourth quarter, with revenue falling short of expectations but adjusted earnings soaring past estimates. The company credits its disciplined operational focus and expanding product portfolio for the profit strength, even as it navigates a softer top-line environment.

Jan 30, 2026

Business

Marsh & McLennan Beats Q4 Estimates as Digital and AI Investments Offset Market Pressures

The global professional services giant reported stronger-than-expected fourth-quarter results, with revenue climbing 8.7% to $6.60 billion. Strategic investments in digital infrastructure and artificial intelligence are credited for driving growth despite headwinds in insurance pricing.

Jan 30, 2026

Business

Mastercard Beats Earnings Estimates as Services and Global Deals Fuel Growth

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.

Jan 30, 2026

Business

Starbucks Bets $500 Million on Tech and Training to Ease Barista Burden, Amid Union Tensions

Facing ongoing labor disputes, Starbucks unveils a massive investment in new espresso machines, AI-assisted POS systems, and a store rating program aimed at streamlining operations and improving the partner experience.

Jan 30, 2026

Business

From Fitness App to Fuel Pumps: How Kayla Itsines' Gas Station Investment Outshines Her $400M Tech Exit

After selling her fitness platform Sweat for $400 million, entrepreneur Kayla Itsines reveals her most reliable cash flow comes from an unexpected asset: a petrol station. The self-made millionaire advocates for diversification beyond the digital realm.

Jan 30, 2026

Business

Charter Stems Pay-TV Bleed, Posts Surprise Q4 Subscriber Gain Amid Industry Turmoil

Charter Communications reversed a year-long decline in its pay-TV business, adding 44,000 video subscribers in Q4. The unexpected turnaround, driven by simplified pricing and bundled streaming, offers a rare bright spot for a sector grappling with soaring costs and cord-cutting.

Jan 30, 2026

Business

Markets in Turmoil: Precious Metals Tumble as Trump Taps Kevin Warsh for Fed Leadership

Gold and silver prices experienced a dramatic sell-off following President Trump's surprise nomination of former Fed governor Kevin Warsh to chair the Federal Reserve, sparking intense debate over future monetary policy direction.

Jan 30, 2026

Business

Beyond Nvidia: How Broadcom is Quietly Powering the AI Infrastructure Boom

As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.

Jan 30, 2026

Business

Tesla's 'Amazing Abundance' Vision Collides with Financial Reality: Can AI and Robotics Fuel a Comeback?

Despite CEO Elon Musk's bold pronouncements on AI, robotics, and a future of 'Amazing Abundance,' Tesla faces mounting pressure from declining automotive revenues and margins. As the company pivots with massive capital expenditure, investors are left weighing futuristic promises against present-day financial headwinds.

Jan 30, 2026

Business

Beazer Homes Shares Plunge as Weak Demand, Price Wars Hit Q1 Earnings

Beazer Homes USA reported a steeper-than-expected quarterly loss, with revenue falling 22% amid a challenging housing market characterized by soft demand and aggressive competitor pricing.

Jan 30, 2026

Business

Wholesale Price Surge Signals Persistent Inflation Pressure, Squeezing Businesses and Consumers Alike

An unexpected jump in the Producer Price Index for December underscores the stubborn nature of inflation, with rising wholesale costs threatening to ripple through the economy and sustain higher prices for households.

Jan 30, 2026

Business

Fed's Musalem: Rate Cuts Off the Table With Policy at 'Neutral,' Economy on Solid Footing

St. Louis Fed President Alberto Musalem argues the current interest rate stance is appropriate, signaling a pause in the central bank's easing cycle unless the labor market weakens or inflation drops unexpectedly.

Jan 30, 2026

Business

Warsh Nomination Ignites Dollar Surge, Sends Precious Metals Tumbling

The U.S. dollar rallied sharply while gold and silver prices plunged following President Trump's nomination of former Fed Governor Kevin Warsh as the next Federal Reserve Chair. The move, coupled with stronger-than-expected U.S. economic data, signals a potential hawkish shift in monetary policy.

Jan 30, 2026

Business

XPO in Focus: Driver Safety Honors Meet Heavy Options Bets as Leadership Transition Looms

XPO's dual recognition of driver safety excellence coincides with significant institutional options activity targeting 2026, setting the stage for a pivotal period as the company navigates leadership change and high expectations for its core LTL business.

Jan 30, 2026

Business

Barrick Taps Board Member Helen Cai as CFO, Signaling Strategic Continuity in Capital Allocation

Barrick Gold Corporation appoints Helen Cai, a current board member with deep capital markets expertise, as its new Chief Financial Officer. The move is seen as reinforcing the mining giant's focus on disciplined financial strategy and project funding in a volatile commodity market.

Jan 30, 2026

Business

Chick-fil-A Marketing Chief Jon Bridges Retires After 30 Years, Successor Named

Longtime CMO Jon Bridges steps down as Chick-fil-A enters its 80th anniversary year. Michael Lage, a 14-year company veteran with digital and operations experience, will take the helm after a transition period.

Jan 30, 2026

Business

HSBC Upgrades New Oriental to 'Buy' After Strong Quarterly Performance, Citing Resilient Growth Strategy

HSBC has raised its rating on New Oriental Education & Technology Group (NYSE: EDU) from 'Hold' to 'Buy', following the company's better-than-expected Q2 FY2026 results. The upgrade highlights a robust recovery in core businesses and strategic expansion into new educational initiatives.

Jan 30, 2026