Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.
Nubank, the Latin American fintech leader, has secured conditional approval from the OCC for a U.S. national bank charter, setting an 18-month timeline to launch and challenging incumbent banks with its digital-first model.
Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.
Archer Aviation has inked a strategic partnership with Serbia to supply its electric air taxis, positioning the company as the official urban air mobility partner for the 2027 Belgrade Expo. The agreement marks a significant expansion into Europe and includes options for fleet sales and local industrial collaboration.
Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.
Axos Financial (NYSE: AX) reported strong fiscal Q2 2026 results, with net income jumping to $128.4 million. Driven by broad-based loan growth and contributions from Verdant Commercial Capital, the digital bank highlighted expanding margins, improved credit metrics, and a confident outlook for continued mid-teens annual loan growth.
SkyWest Airlines reported robust full-year earnings for 2025, overcoming a disruptive government shutdown in Q4. The regional carrier highlighted significant debt reduction, key contract extensions with major partners, and a bullish outlook for 2026 driven by new aircraft deliveries and improved operational leverage.
Terns Pharmaceuticals has restructured a key licensing deal with China's Hansoh, gaining exclusive worldwide rights for its TERN-701 oncology drug outside Greater China. The strategic move, coupled with a recent analyst price target surge, signals the company's aggressive push into international markets.
As artificial intelligence drives an unprecedented surge in electricity demand, one utility company—Constellation Energy—is uniquely positioned with its vast nuclear fleet to meet the need, turning an industry-wide bottleneck into a significant growth opportunity.
Chevron CEO Mike Wirth signals the energy giant could significantly ramp up processing of Venezuelan crude at its U.S. refineries, following a pivotal Treasury Department license that eases trade restrictions with Caracas.
E-commerce accelerator Orva appoints former Famous Footwear executive Jason Short as SVP to spearhead growth of its athletic and performance footwear portfolio, leveraging his three decades of industry relationships.
Fresh from its spin-off, GE Vernova is finalizing a deal to acquire transformer maker Prolec GE, a strategic move to bolster its electrification portfolio and capitalize on surging global demand for grid infrastructure and power equipment.
Waste Management's fourth-quarter revenue fell short of Wall Street forecasts, yet the company demonstrated robust margin expansion through disciplined cost management and strategic integration of acquisitions, setting a firm foundation for its 2026 outlook.
Navios Maritime Partners (NMM) has delivered impressive multi-year returns, leaving investors to question if its current valuation still presents an opportunity. With a diversified fleet and strong fundamentals, we examine the bull case and the risks ahead.
Northern Trust announces key executive appointments aimed at strengthening its Canadian asset servicing footprint and accelerating the adoption of artificial intelligence across its investment management operations, signaling a strategic pivot amid strong stock performance.
Chevron Corp. reported a drop in fourth-quarter earnings that nonetheless beat analyst expectations, as the oil giant emphasized operational efficiency to navigate lower crude prices. The company, the sole U.S. producer active in Venezuela, signaled it is assessing further investment opportunities in the country following recent geopolitical shifts.
Waste Management capped off a strong 2025 with record cost performance and margin expansion, driven by operational discipline and its growing sustainability portfolio. The company forecasts continued growth for 2026, backed by robust cash flow and ambitious capital return plans.
Equity Lifestyle Properties (ELS) reported solid 2025 results with NOI and FFO growth, driven by its core manufactured housing communities. While forecasting further growth for 2026, management acknowledged ongoing fluctuations in its seasonal RV business and provided detailed guidance.
Founder Scott Davies steps into executive chairman role as the Welsh honey maker rebrands to Hilltop Food Group and targets doubling turnover within five years through international expansion and new product categories.
Insurance brokerage giant Brown & Brown sees a key price target cut to $81 following its fourth-quarter earnings, which revealed robust fee growth but concerns over slowing organic revenue expansion.
