Kaufman & Broad

Business

Gallagher Posts Strong Q4 Growth, Eyes M&A Expansion Amid Stable Casualty Market

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.

Jan 30, 2026

Business

P&G Bolsters Health Portfolio with Acquisition of Digestive Wellness Brand Wonderbelly

Consumer goods giant Procter & Gamble has agreed to acquire Wonderbelly, a fast-growing brand in the 'free-from' digestive health space, signaling a deeper push into the lucrative wellness category and a bid to attract younger, label-conscious consumers.

Jan 30, 2026

Business

A Rare Market Signal Flashes: S&P 500 Sees Historic Breadth Surge in Early 2026

A powerful but uncommon shift in market leadership is underway as small-caps, energy, and value stocks drive gains. While a sign of health, historical parallels to similar 'breadth' events often coincided with economic stress.

Feb 2, 2026

Business

Buffett's 2016 Bets: A Decade Later, Apple Outshines Even Berkshire Hathaway

A retrospective analysis reveals the staggering returns from Warren Buffett's key 2016 investments, with a stake in Apple vastly outperforming his own conglomerate and the broader S&P 500 index over ten years.

Feb 2, 2026

Business

Crypto Markets See Broad Sell-Off: CoinDesk 20 Index Plunges 9.3% as Ethereum Leads Decline

The CoinDesk 20 Index, a key benchmark for the digital asset market, fell sharply over the weekend, with every constituent in the red. Ethereum's 13.9% drop was a primary driver of the downturn.

Feb 2, 2026

Business

Dollar General's Earnings Surge Fuels Q4 Rally, Defying Broader Market Trends

Amid a quarter dominated by mega-cap tech and AI fervor, Pzena Investment Management's value-focused fund highlighted discount retailer Dollar General as a key performer, driven by strong earnings that propelled its stock.

Feb 2, 2026

Business

Equities Poised for Steady Run Through Mid-2026 as Rally Broadens Beyond Megacaps

A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.

Feb 2, 2026

Business

Banking Giants Line Up $7.9 Billion Debt Package to Fuel CD&R's Sealed Air Buyout

A syndicate led by JPMorgan and Wells Fargo is preparing a multi-billion dollar high-yield bond and loan issuance to finance the landmark private equity acquisition of Bubble Wrap maker Sealed Air, with bond yields expected to attract investor interest in the 7% range.

Feb 2, 2026

Business

Factory Data Casts Shadow Over Markets: S&P 500 Futures Dip Amid Uneven Global Recovery Signals

U.S. stock futures retreated Monday as investors parsed a mixed bag of global manufacturing data, raising fresh questions about the durability of corporate earnings against a backdrop of cooling factory activity in key European economies.

Feb 2, 2026

Business

Early-Stage Drilling Hits Broad Mineralization at Troubadour's Senneville Project in Quebec

Initial drill results from the Senneville gold-silver-copper property in Quebec's prolific Val-d'Or camp have intersected significant near-surface mineralization, with intervals up to 57.8 meters, marking a promising start to the multi-phase exploration campaign.

Feb 2, 2026

Business

Thermo Fisher Beats Q4 Estimates on Product Launches, Acquisitions; Shares Dip Amid Broader Concerns

Thermo Fisher Scientific posted stronger-than-expected Q4 revenue and profit, driven by new products and strategic deals. However, the stock fell as investors weighed pressures in key academic and government markets against the company's solid 2026 outlook.

Jan 30, 2026

Business

Deere Bets Big on U.S. Soil: $20 Billion Manufacturing Shift Aims to Rewrite Its Future

Deere & Company is doubling down on American manufacturing with a new excavator plant and parts center, part of a broader $20 billion commitment. While the move strengthens its long-term industrial narrative, near-term challenges from leadership changes to cyclical market pressures remain in focus.

Jan 30, 2026

Business

Goldman Sachs Lifts Zeta Global Target to $26, Eyes Software M&A Wave on Horizon

Goldman Sachs raises its price target for Zeta Global (ZETA), citing strategic positioning ahead of an expected surge in software sector mergers and acquisitions driven by valuation gaps and synergy potential.

Jan 30, 2026

Business

KeyBanc Stays Cautious on Charter as Broadband Wars Intensify

KeyBanc Capital Markets maintains a Sector Weight rating on Charter Communications, warning of heightened competitive pressures from fiber expansion and potential subscriber losses ahead of the company's Q4 earnings.

Jan 30, 2026

Business

Deutsche Bank Posts Record Profit Amid Broad-Based Growth, Shadowed by Fresh Legal Scrutiny

Deutsche Bank's 2025 net profit nearly doubled to €7.1bn, fueled by revenue gains and cost cuts across all divisions, even as German prosecutors launch a money-laundering investigation linked to the lender.

Jan 30, 2026

Business

Bidding War Sparks Rally for Warner Bros. Discovery, Value Fund Sees Opportunity

Amid a broader market rally, Warner Bros. Discovery's stock surged over 164% in the past year, driven by reported takeover interest. The Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted the media giant as a key contributor in its latest investor letter, pointing to its attractive valuation in a frothy market.

Jan 30, 2026

Business

Dallas Bridge Shooting Spree Leads to Arrests, Exposes Broader Gun Violence Pattern

Three men face felony charges following a viral New Year's shooting from a Dallas overpass, with investigators linking suspects to a separate road-rage attack and uncovering a cache of firearms.

Jan 30, 2026

Business

GM Powers Through EV Headwinds to Post Broad 2025 Sales Gains Across All Brands

General Motors defied a turbulent final quarter to report year-over-year sales growth for each of its four divisions in 2025, solidifying its truck leadership and gaining ground in the electric vehicle market despite significant policy shifts.

Feb 2, 2026

Business

American Dream's Novelty Oreo Café Shuts Down Amid Broader Mall Struggles

The flagship Oreo Café at the American Dream mall has closed permanently, ending a brief run that offered themed treats and merchandise. The closure adds to the challenges facing the massive retail and entertainment complex.

Feb 2, 2026

Business

NVIDIA Scales Back $100 Billion OpenAI Ambition, Pivots to Broader AI Alliance Strategy

NVIDIA has significantly revised its once-floated $100 billion investment plan for OpenAI, opting for a more measured commitment. The strategic shift underscores the chipmaker's focus on business discipline and diversifying its partnerships across the booming AI ecosystem, even as it remains central to OpenAI's operations.

Feb 2, 2026