Merger & Acquisition

Business

Gentex Navigates Tariff Headwinds, Posts Strong Q4 on Vox Integration and Core Margin Expansion

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.

Jan 30, 2026

Business

Rogers Communications Q4 2025: Sports and Media Surge Reshapes Investor Outlook

Rogers Communications Inc. reported robust fourth-quarter 2025 results, with revenue reaching C$6.17 billion and net income of C$743 million. The company's strategic pivot into sports and media, fueled by the MLSE acquisition and content partnerships, is emerging as a significant growth driver, challenging its traditional telecom narrative.

Jan 30, 2026

Business

Verizon Charts Aggressive Turnaround After Strong Q4, Unveils $25 Billion Buyback and Dividend Hike

Under new leadership, Verizon posts its best subscriber growth in years, outlines a massive cost-cutting plan, and signals a strategic pivot towards customer retention and convergence, backed by the completed Frontier acquisition.

Jan 30, 2026

Business

Brookfield Business Touts Record Capital Recycling, Nears Corporate Reorganization Milestone

Brookfield Business Partners reported a robust 2025, generating over $2 billion from asset sales, reducing debt, and making strategic acquisitions. The firm is on the cusp of a major corporate restructuring into a single listed entity, aiming to boost liquidity and investor appeal in a shifting global landscape.

Jan 30, 2026

World

Mediawan Strikes Deal to Acquire Peter Chernin's North Road, Forging a Global Independent Studio Giant

The acquisition, set to finalize in early 2026 pending approvals, will merge European and American production powerhouses into an entity overseeing nearly 100 companies across 15 countries.

Jan 30, 2026

Business

IBM Kicks Off 2026 Tech Bond Rush with Multi-Billion Dollar Offering

IBM has launched a multi-billion dollar, multi-currency bond sale, becoming one of the first major technology firms to access debt markets this year. The move, which comes amid strong investor appetite for tech credit, is seen as a bellwether for how the sector will fund growth initiatives in artificial intelligence and strategic acquisitions.

Jan 30, 2026

Business

Verizon's Regulatory Tightrope: ESOP Filing and Frontier Deal Oversight Cement Its Utility-Like Trajectory

As Verizon Communications navigates a $29 million ESOP share registration and heightened regulatory scrutiny of its $20 billion Frontier fiber acquisition, analysts are increasingly framing the telecom giant as a high-yield, bond-proxy utility. With heavy debt and dividend commitments constraining flexibility, the company's strategic moves are being watched for signs of how it will balance growth with its new, more regulated profile.

Jan 30, 2026

Business

Trane Technologies Caps Strong 2025 with Record Backlog, Bullish 2026 Outlook Despite Residential Headwinds

Trane Technologies (NYSE: TT) reported robust Q4 2025 results, driven by exceptional commercial HVAC demand and a record $7.8 billion backlog. While proactive inventory adjustments pressured residential margins, executives project 12-14% adjusted EPS growth for 2026, fueled by strategic acquisitions and sustained commercial strength.

Jan 30, 2026

Business

Sherwin-Williams Navigates 'Softer for Longer' Market to Post Strong Q4, Eyes Modest 2026 Growth

Despite a persistently muted demand environment, Sherwin-Williams reported robust fourth-quarter earnings, driven by cost discipline and strategic acquisitions. The paint giant forecasts low-to-mid single-digit sales growth for 2026 while reinstating employee benefits, signaling cautious optimism amid ongoing economic headwinds.

Jan 30, 2026

Business

Plains All American Doubles Down on Crude with EPIC Pipeline Deal, Sparking Investor Debate

Plains All American Pipeline's strategic pivot—selling its Canadian NGL unit for $3.8 billion to fund the acquisition of the EPIC Crude Oil Pipeline—has sharpened its focus on oil transportation. While a 10% distribution hike signals confidence, analyst downgrades and heightened options volatility ahead of earnings reveal deep divisions over the company's risk-reward profile.

Jan 30, 2026

Business

Bank of America Lifts Target on Xencor Amid Broader Biotech Sector Optimism

Bank of America has raised its price target for clinical-stage biopharma firm Xencor (XNCR), highlighting a cautiously improving landscape for the sector driven by data catalysts, M&A, and capital access.

Jan 30, 2026

Business

ResMed Posts Strong Q2 Growth on New Product Momentum and GLP-1 Therapy Tailwinds

ResMed Inc. reports an 11% revenue surge for its second fiscal quarter, driven by robust mask sales and strategic acquisitions, while navigating competitive pressures and capitalizing on emerging healthcare trends.

Jan 30, 2026

Business

Group 1 Automotive Posts Record 2025 Revenue, Navigates Market Shifts with Portfolio Reshaping and Shareholder Returns

Group 1 Automotive capped off 2025 with record revenue and profits, driven by robust aftersales and F&I performance. While navigating affordability concerns and a challenging UK market, the company aggressively reshaped its dealership portfolio and returned significant capital to shareholders through buybacks.

Jan 30, 2026

Business

Whirlpool's Credit Downgrade Casts Shadow Over Ambitious Product Revamp

S&P strips Whirlpool of its investment-grade rating, citing financial pressures, as the appliance giant books significant impairments while gearing up for a major 2026 product showcase.

Jan 30, 2026

Business

LPL Financial Caps a Record Year with Strong Q4, Eyes Commonwealth Integration

LPL Financial reported record quarterly and annual earnings, driven by robust organic growth and strategic acquisitions. Executives detailed progress on integrating Commonwealth Financial Network and provided updated guidance, signaling confidence in sustained momentum despite market headwinds.

Jan 30, 2026

Business

Jim Cramer Backs Carrier Global, Advising Investors to 'Buy and Hold'

CNBC's Jim Cramer endorsed Carrier Global Corp. (NYSE:CARR) on his recent show, praising CEO Dave Gitlin's leadership and strategic acquisition. He recommended investors buy the stock for the long term, citing confidence in the company's positioning within the climate solutions sector.

Feb 2, 2026

Business

QuidelOrtho's Valuation Under Scrutiny Amid Persistent Revenue Declines and Cash Flow Concerns

Fresh financial data from QuidelOrtho reveals ongoing challenges, including constant currency revenue declines and pressured cash flow, forcing investors to weigh the stock's risk-reward profile as its momentum appears to fade.

Feb 2, 2026

Business

Columbia Financial to Acquire Northfield Bancorp in $597 Million Deal, Sets 2026 Timeline for Full Public Conversion

Columbia Financial (NASDAQ: CLBK) has announced a definitive agreement to merge with Northfield Bancorp in an all-stock transaction valued at approximately $597 million. The deal, slated to close in early Q3 2026, coincides with Columbia's planned "second-step" conversion to a fully public company, a move executives say will unlock value and create a leading regional bank in the New Jersey-New York metro area.

Feb 2, 2026

Business

Wall Street's 2026 Optimism Clashes with Historic Valuation Warnings

While analysts project another year of strong gains for the S&P 500, two key long-term valuation metrics are flashing red, reaching levels historically associated with major market downturns.

Feb 2, 2026

Business

Kratos Defense Stock Slump Continues: Valuation Concerns Eclipse Strong Drone Business

Despite its leadership in high-demand defense sectors like drones and hypersonics, Kratos Defense & Security's shares face sustained pressure as investors question its sky-high valuation and cash flow.

Feb 2, 2026