London-based Silphium Asset Management has liquidated its entire $6.2 million position in the Vanguard Long-Term Corporate Bond ETF (VCLT), a move that raises questions about institutional appetite for long-duration credit amid shifting economic forecasts.
Stockholders of CSG Systems International have overwhelmingly approved a slate of key proposals, including governance changes and merger-related actions, during a recent virtual Extraordinary General Meeting. The approvals pave the way for the company's next phase of strategic growth.
American Express reported a 10% revenue surge to $72 billion for 2025, driven by strong premium card demand and disciplined credit. Executives project 9-10% growth for 2026, betting on younger customers and strategic tech investments to sustain momentum.
Regeneron Pharmaceuticals reported a steady finish to 2025, driven by growth in key drugs Dupixent and EYLEA HD. While navigating competitive pressures on its legacy blockbuster, the biotech giant outlined an ambitious 2026 strategy focused on regulatory milestones and a broad clinical pipeline.
John B. Sanfilippo & Son posts record revenue and a 32% jump in EPS for fiscal Q2 2026, even as higher nut costs and shifting consumer habits pressure sales volumes. The snack nut processor eyes future growth through operational efficiency and new bar production capacity.
Gentex Corporation delivered a mixed 2025, with Q4 results buoyed by its Vox acquisition and improved core profitability, while tariffs on China exports continued to pressure sales. The automotive tech supplier provided a roadmap focused on advanced mirrors, sensing, and new electrochromic applications like dimmable visors.
Primis Financial (FRST) posted Q4 earnings of $29.5M, buoyed by a one-time gain. Management pegs core quarterly earnings near $8M, citing mortgage growth and deposit mix improvements as key drivers for its 2026 profitability target.
Despite a challenging freight market, ArcBest reports resilient fourth-quarter performance, highlighting strategic cost controls, a turnaround in its asset-light segment, and significant investments in AI and automation to drive future efficiency.
Facing a new U.S. threat of tariffs on nations supplying oil to Cuba, Mexican President Claudia Sheinbaum pledges to pursue diplomatic channels and seek alternatives to avert a potential humanitarian crisis on the island, while safeguarding Mexico's own economic interests.
Shares of USA Rare Earth (NASDAQ: USAR) recovered Wednesday following a sharp sell-off, buoyed by an analyst's upgraded price target and reinforced by a recent $3.5 billion capital infusion from public and private sources.
The consumer goods giant reports resilient Q4 2025 results, beating expectations despite market headwinds, and unveils a comprehensive new strategy focused on omnichannel demand, premiumization, and AI-driven efficiency to drive growth through 2030.
Initial unemployment filings in Illinois fell last week, reflecting a modest improvement in local labor market conditions even as national numbers held steady.
Fermi Inc. is confronting multiple class action lawsuits alleging it misled investors about tenant demand and funding risks for its flagship AI data center project, Project Matador. The legal challenges emerge as the company navigates a high-stakes, capital-intensive build-out in a competitive sector.
Chinese electric vehicle giant BYD is deepening its international footprint, announcing new assembly plans in India, a strategic pivot in Mexico, and a battery plant partnership in Vietnam, as it seeks to insulate itself from trade barriers and tap into regional growth.
Homebuilding giant PulteGroup announces the sale of its off-site manufacturing division, pivoting to a partnership model to streamline operations and concentrate on its core business as it navigates a persistent valuation gap with peers.
Scotts Miracle-Gro is selling its Hawthorne gardening subsidiary to focus on its core lawn and garden business, while launching a significant share repurchase program to return capital to shareholders.
Planet Labs secures a strategic enterprise agreement with the Slovenian government, expanding its public sector footprint with applications in agriculture, urban development, and disaster preparedness. The deal comes as investors scrutinize the company's premium market valuation amidst growing competition in the Earth observation sector.
Realty Income, the renowned monthly dividend payer, is making a strategic pivot by acquiring industrial assets in Mexico and establishing a new fee-based asset management business for institutional investors, signaling a significant expansion beyond its core U.S. retail net-lease portfolio.
Taiwan Semiconductor Manufacturing Company's planned Arizona gigafab cluster, backed by a US$250 billion U.S.-Taiwan initiative, underscores its pivotal role in powering the AI revolution while raising questions about capital intensity and long-term returns in the reshoring era.
Industrial equipment maker Graco (NYSE: GGG) is expanding its powder technology footprint through the acquisition of Color Service, a specialist in gravimetric dosing. The move coincides with the company reporting record quarterly sales, fueled by organic growth and strategic integrations, signaling a period of focused expansion for the Minnesota-based firm.
