Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.
The U.S. labor market faced its toughest year since the pandemic in 2025, with layoffs soaring to 1.2 million. Economists warn of an 'uncomfortably slow' rebound in 2026, leaving job seekers navigating a landscape of fierce competition and hiring freezes.
The Eurozone economy expanded by 1.5% in 2025, outpacing forecasts despite ongoing trade tensions with the US, as a recovery in Germany and robust growth in Spain helped offset a slowdown in France.
The Norwegian Nobel Committee has concluded that a pre-announcement leak of the 2025 Peace Prize laureate's name was likely the result of digital espionage, raising serious questions about the security of the prestigious award and the motives behind the breach.
SkyWest Inc. reported robust full-year 2025 financials and announced multi-year contract extensions with United and Delta for its E175 aircraft, reinforcing its strategic position as a leading regional carrier partner amid ongoing industry shifts.
Nissan Motor Co. faced a 4.4% decline in global sales for 2025, with a sharper 6.7% drop in December, as weakness in key markets like China and Europe offset gains in North America.
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.
Annaly Capital Management capped off a robust 2025 with a fourth-quarter economic return of 8.6%, driven by a constructive fixed-income environment and growth across its core strategies. The mortgage REIT highlighted conservative leverage, a secure dividend, and strategic capital deployment as it navigates evolving market conditions.
SL Green Realty Corp. posted a significant net loss for 2025 despite rising revenues and robust leasing activity. The Manhattan office landlord confirmed a shift to quarterly dividends and is advancing major financing and asset sale plans, placing cash conservation and balance sheet flexibility at the forefront of its recovery strategy.
As Amgen prepares to report earnings, analysts are divided on the stock's trajectory. While strategic acquisitions and a solid track record fuel optimism, looming competitive pressures and a key pipeline wait temper expectations.
Alliance Resource Partners (ARLP) reported robust fourth-quarter earnings, driven by cost discipline and a resilient coal market. The company provided optimistic 2026 guidance, citing strengthening demand from data centers, industrial growth, and recent winter storms that underscored coal's critical role in grid reliability.
Lake Street Capital maintains a Buy rating on The ONE Group Hospitality (STKS) despite lowering its price target, citing a solid finish in a tough market and a clear growth runway through 2026.
Rosenblatt Securities raised its rating on cybersecurity firm Fortinet ahead of its Q4 earnings, citing a favorable hardware refresh cycle, effective sales strategies, and supportive tax incentives as key growth drivers.
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.
ASML's Q4 2025 bookings, driven by AI chip demand, smashed forecasts. While management raises 2026 guidance, shareholders question the durability of the surge and the company's exposure to geopolitical headwinds.
W.R. Berkley's Q4 earnings presented a mixed picture, meeting profit forecasts but missing on revenue. While management highlighted disciplined underwriting and tech-driven efficiency, analysts probed deeper into the challenges of competition, pricing, and strategic adaptation in a shifting market.
NBT Bancorp met Q4 earnings expectations, driven by its Evans Bancorp merger and wealth management income. While the market reaction was muted, analysts pressed management on loan growth sustainability, deposit costs, and the competitive landscape in a challenging rate environment.
Chevron's fourth-quarter profit fell 12.5% year-over-year, pressured by lower oil prices, but the energy giant highlighted robust operational cash flow, record production levels following its Hess acquisition, and significant progress in its long-term strategic projects.
Sanmina posted robust Q4 revenue, fueled by communications and AI infrastructure demand, yet shares fell as investors scrutinized softer margins and the integration of ZT Systems. Analysts on the earnings call zeroed in on the path to profitability and market diversification.
CONMED's latest earnings reveal a strategic pivot towards higher-growth surgical platforms, moving away from slower gastroenterology lines. While sales climbed, profitability softened, setting the stage for a crucial transition year as the market weighs the company's reset valuation against its ambitious 2026 roadmap.
