Real Estate Investment Trusts

Business

DaVita Navigates Headwinds as Integrated Kidney Care Turns Profitable Ahead of Schedule

DaVita Inc. reported Q4 2025 results in line with expectations, highlighting a milestone first profitable year for its Integrated Kidney Care unit. While revenue per treatment accelerated, the company continues to face pressure from elevated patient mortality and rising benefit costs. Executives provided 2026 guidance projecting mid-single-digit operating income growth and a sharp rise in EPS, buoyed by share buybacks and the stabilization of prior investment losses.

Feb 2, 2026

Business

Inside Elon Musk's Corporate Web: How Tesla, SpaceX, and xAI Are Converging Into a Single Vision

Elon Musk's sprawling empire of companies is increasingly operating as an interconnected ecosystem, with billions in cross-investments, shared technology, and personnel moves blurring traditional corporate boundaries and raising questions about the future of 'Elon Inc.'

Feb 2, 2026

Business

ExxonMobil Posts Record Production, Completes Massive Buyback Amid Shifting Energy Landscape

ExxonMobil capped 2025 with its highest annual oil and gas output in over four decades while returning historic cash to shareholders, setting the stage for a pivotal year as it balances traditional strength with energy transition investments.

Feb 2, 2026

World

Venezuela's Oil Overhaul: A Historic Reversal Opens Doors, But Questions of Control and Corruption Linger

In a landmark shift, Venezuela's interim government has enacted a sweeping reform of its oil industry, dismantling core socialist-era controls to attract foreign investment. While promising a production boost, the new hybrid system raises concerns about transparency, U.S. oversight, and whether it truly marks a clean break from the past.

Feb 2, 2026

Business

The Hidden Engine of the Energy Transition: How Green Tech Fuels Fossil Fuel Demand

Record global investments in wind, solar, and EVs are paradoxically driving a surge in demand for coal, oil, and gas, as the production of essential materials like cement and steel remains locked into hydrocarbon-based economies, primarily in Asia.

Feb 2, 2026

Business

Kawan Food Berhad's Three-Year Slump Tests Investor Patience Amid Market Rebound

While Malaysian markets have climbed, shareholders of frozen food producer Kawan Food Berhad have watched their investment value nearly halve over three turbulent years, raising questions about the company's strategic direction and recovery prospects.

Feb 2, 2026

Business

Microsoft's AI Ambition Faces Investor Scrutiny: Heavy Spending, OpenAI Reliance Cloud Growth Narrative

Microsoft's aggressive push into AI, marked by massive infrastructure spending and a deepening partnership with OpenAI, is facing a reality check from investors. Despite robust financials, concerns over capital intensity and concentrated risk triggered the stock's sharpest single-day drop in years, signaling a pivotal moment for the tech giant's cloud valuation story.

Feb 2, 2026

Business

Treasury Report: U.S. Economy Shows Resilient Growth, Cooling Inflation as 2026 Begins

A new Treasury Department assessment paints a picture of an economy entering the new year with sustained momentum, driven by business investment and consumer spending, while key inflation metrics show continued moderation.

Feb 2, 2026

Business

Microsoft's $750M Perplexity Deal Highlights Azure's AI Ambitions Amid Investor Jitters

Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.

Feb 2, 2026

Business

Super Bowl Ad Prices Soar to Record $10 Million, Testing the Limits of Marketing Budgets

As the Super Bowl approaches, the cost of a 30-second commercial spot has reached an unprecedented $10 million, driven by intense demand and bundled packages with the Olympics. Major brands are betting big with celebrity-studded campaigns, but analysts question the long-term value of such staggering investments.

Feb 2, 2026

Business

PlayStudios Shares Tumble as Google's AI 'Project Genie' Rattles Gaming Sector

Shares of PlayStudios fell sharply amid a broad gaming stock sell-off triggered by Google's unveiling of a real-time 3D world-generating AI, raising fears of industry disruption.

Feb 2, 2026

Business

Trump Media's Truth Social Funds to Acquire 'God Bless America' ETF in Rare Industry Move

In an unusual acquisition within the ETF space, the investment arm behind former President Donald Trump's social media platform is set to purchase the conservative-themed 'God Bless America' ETF, significantly expanding its asset base and adding active management to its lineup.

Feb 2, 2026

Business

Jim Cramer: Meta's AI Bet Is Now Paying Off 'In an Extraordinary Way'

CNBC's Jim Cramer highlights a dramatic turnaround for Meta Platforms, arguing its heavy investment in artificial intelligence is fundamentally reshaping the company's trajectory and market perception.

Feb 2, 2026

Business

North Carolina Crowned 'State of the Year' for Business, Marking Third Top Honor Since 2020

Business Facilities magazine has named North Carolina its 'State of the Year' for business climate and economic development, the state's third such win in six years, following a surge of multi-billion dollar investments from tech and manufacturing giants.

Feb 2, 2026

Business

Goldman Sachs Bets $75 Million on AI Audit Startup Fieldguide, Eyeing Professional Services Shift

Goldman Sachs' investment arm leads a major funding round in Fieldguide, an AI platform for auditors and accountants, signaling a strategic push into the automation of professional services and a potential new growth vector for the Wall Street giant.

Feb 2, 2026

Business

Amazon in Talks for Massive $50 Billion OpenAI Stake Amid AI-Driven Restructuring

Amazon is reportedly negotiating a landmark investment of up to $50 billion in OpenAI, a move that would cement its position as a dominant AI investor. The talks coincide with a wave of layoffs—reportedly around 30,000 since October—that management has linked to efficiency gains from automation, raising questions about the balance between AI ambition and workforce impact.

Feb 2, 2026

Business

MicroStrategy's Bitcoin Bet Slips Underwater: A Stress Test for Saylor's High-Stakes Strategy

For the first time since its aggressive accumulation began, MicroStrategy's massive Bitcoin treasury is valued below its average purchase price, incurring over $900 million in unrealized losses. The milestone tests the resilience of CEO Michael Saylor's leveraged conviction play as analysts debate the company's financial fortitude and Bitcoin's near-term path.

Feb 2, 2026

Business

A $21 Million Vote of Confidence: Major Fund Bets on Moelis & Company Amid M&A Lull

Capital Management Corp's significant stake increase in investment bank Moelis & Company is being viewed by market observers as a strategic wager on a potential rebound in mergers and acquisitions activity.

Feb 2, 2026

Business

AMD's Q4 Earnings Preview: Data Center Surge and AI Ambitions Face Market Caution

As AMD prepares to report its Q4 2025 results, robust data center demand and ramping MI350 AI chip deployments paint a bullish picture. Yet, heavy investment costs and a history of post-earnings stock dips suggest investors should temper expectations.

Feb 2, 2026

Business

IBM's Quantum Ambition: How a Century-Old Titan Is Outpacing Startups in the Race for Supremacy

While quantum computing startups capture headlines, IBM's decades-long investment and recent Nighthawk processor breakthrough are drawing serious capital from institutional investors, signaling enduring dominance in the enterprise quantum race.

Feb 2, 2026