The enterprise software giant reported a 19% jump in Q4 cloud revenue, with full-year net income more than doubling. CEO Christian Klein credits AI adoption and the 'RISE with SAP' program as key growth drivers for the coming years.
The Central American nation makes its second major gold purchase in months, fortifying reserves as it balances pioneering Bitcoin bets with traditional safe-haven assets during a period of market volatility.
Coveo Solutions Inc. (TSE:CVO) shattered its own records in fiscal Q3 2026, fueled by historic new bookings and surging demand for its enterprise-grade AI relevance platform. The company's focus on grounding generative AI in secure, governed data resonates as clients move from experimentation to operational deployment.
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.
A new industry report reveals Latham & Watkins advised on a record $370bn in tech, media, and telecom deals last year, narrowly edging out rivals in a highly competitive legal advisory market.
Microsoft's second-quarter earnings smashed expectations, fueled by a 26% surge in cloud revenue that crossed the $50 billion mark for the first time. The tech giant's aggressive AI investments are now driving significant growth across its enterprise stack.
Mitsubishi Corporation and U.S.-based Aethon Energy have announced a strategic global alliance aimed at co-developing projects across liquefied natural gas (LNG), carbon capture, geothermal energy, and digital infrastructure, marking a significant step in the Japanese conglomerate's lower-carbon expansion.
Blue Owl Capital faces a wave of securities class actions alleging disclosure failures around liquidity and redemptions, casting a shadow over its robust alternative asset management platform. As legal pressures mount, the market weighs solid analyst backing against growing governance concerns, setting the stage for a pivotal earnings report.
The medical technology giant reported double-digit organic sales growth and robust profitability for 2025, driven by record installations of its Mako surgical robots. While projecting continued strength for 2026, management acknowledged incremental tariff pressures but expressed confidence in the company's ability to sustain margin expansion.
Schneider National's Q4 2025 earnings fell short of expectations, pressured by a sharp late-year drop in freight demand and severe weather. While acknowledging near-term challenges, executives pointed to early signs of market normalization and detailed strategic cost actions aimed at positioning the carrier for an eventual upcycle.
Southside Bancshares (SBSI) reported a significant rebound in fourth-quarter earnings, driven by strategic repositioning of its securities portfolio and lower funding costs. While loan growth remained modest, executives outlined a cautious outlook for near-term margin improvement and detailed plans for technology investments and selective M&A in competitive Texas markets.
Goldman Sachs has upgraded BioNTech SE (NASDAQ:BNTX) from Neutral to Buy, raising its price target to $142. The firm highlights the company's pivotal role in next-generation cancer treatments, including immuno-oncology and antibody-drug conjugates (ADCs), as a major catalyst for future growth.
Analyst firm Stifel has initiated coverage on sports data giant Genius Sports with a Hold rating, praising its foundational role in the online betting ecosystem but flagging a balanced risk-reward at current levels.
The French government has intervened to stop satellite operator Eutelsat from selling its ground antenna assets, framing the move as a defense of European strategic autonomy against rivals like SpaceX's Starlink.
Despite facing what its CEO called "highly variable" housing demand in 2025, PulteGroup reported another year of robust revenue and earnings, driven by its diversified buyer mix and strength in the active-adult segment. While Q4 profitability softened, the homebuilder is betting on strategic land investments and a resilient spring selling season to fuel its 2026 outlook.
PennyMac Financial Services capped a robust fiscal 2025 with Q4 net income of $107 million, overcoming headwinds from an unexpected wave of mortgage prepayments. While competitive pressures limited margin expansion, CEO David Spector pointed to strategic tech investments and a significant embedded refinance portfolio as catalysts for targeted mid-to-high teens ROE later this year.
Tesla is pivoting its core strategy, phasing out legacy Model S and X production to mass-manufacture Optimus humanoid robots and deepening its commitment to artificial intelligence with a major investment in Elon Musk's xAI. This strategic realignment signals a future where the company's identity may evolve from electric vehicle pioneer to a broader AI and robotics powerhouse.
Fueled by a landmark $20 billion funding round for AI firm Anthropic, infrastructure provider IREN is seeing its strategic shift from cryptocurrency mining to AI data centers validated by investors. With a key Microsoft partnership and surging capital flows into AI, the company's stock performance reflects a broader market reassessment of its role in high-performance computing.
As European indices face headwinds, a select group of small-cap companies are seeing executives put their own money on the line. We examine three firms where insider buying signals conviction amidst broader uncertainty.
Origin Bancorp (OBK) executives detailed strong profitability gains and a strategic hiring push, positioning the bank to capitalize on merger-driven market shifts and surpass $10 billion in assets.
