Eurozone inflation fell to 1.7% in January, slipping below the European Central Bank's 2% target for the first time since late 2024. The surprise drop, driven by plunging energy costs, intensifies the debate on the timing of potential interest rate cuts.
Healthcare distribution giant McKesson reported robust fiscal third-quarter results, with double-digit growth in revenue and earnings. The company raised its full-year guidance, citing strength in its oncology services and the booming distribution of GLP-1 medications.
Buoyed by a surge in M&A and capital markets activity, investment bank Moelis & Company reported record quarterly and annual revenues for 2025. Executives point to a strengthened talent bench and improving operating leverage as catalysts for momentum heading into what they forecast will be a robust year for transactions.
Eli Lilly reported a blockbuster 2025 with revenue soaring 45% to $65.2B, fueled by its incretin drugs. Despite anticipating significant pricing headwinds, the company projects 2026 revenue to reach $80-$83B, banking on volume growth from new launches and an expanding late-stage portfolio.
KKR Real Estate Finance Trust (KREF) reported a Q4 2025 net loss of $32 million, driven by increased credit provisions. Management outlined a strategic pivot for 2026, emphasizing aggressive asset resolutions, portfolio repositioning, and a fortified $880 million liquidity position to weather ongoing market shifts.
Johnson Controls International (JCI) reported a robust first quarter, exceeding expectations and raising its full-year earnings guidance. The company cited record order growth, particularly in data center and life sciences segments, alongside significant margin expansion. Executives highlighted a record $18 billion backlog but noted timing challenges for near-term revenue conversion.
While tokenized real-world assets are touted as a trillion-dollar frontier, industry leaders at a recent summit argue that widespread institutional adoption hinges not on technology, but on solving for risk in a fragmented, multi-chain world. Yield-bearing instruments are leading the charge, but the path to scale is paved with interoperability challenges.
STMicroelectronics' fair value estimate has been revised upward to $27.52 per share, reflecting a market grappling with optimism over execution strength and concerns about softening end-market demand.
A wave of analyst upgrades, including a key move to 'Outperform,' is refocusing investor attention on Airbnb's stock. The renewed confidence arrives as the company navigates a mixed performance record, prompting a fresh look at whether its current share price adequately reflects future growth prospects.
As Tan Teck Long assumes leadership of Oversea-Chinese Banking Corp., his mandate for growth collides with the conservative stewardship of the Lee family, the bank's dominant shareholder for nearly a century. The new CEO must convince the billionaire boardroom to loosen the purse strings to compete with rival DBS.
Publicis Groupe reports robust 2025 growth and a higher dividend, while its ambitious 2026 guidance centers on AI transformation. The market's mixed reaction highlights the tension between the promise of AI-driven efficiency and fears of industry disruption.
JTEKT Corporation reports stronger nine-month earnings and upgrades its full-year forecast, buoyed by margin improvements and a favorable yen. Simultaneously, the board explores selling its entire stake in Toyota Industries, a move that could reshape its balance sheet and strategic focus.
SAP's stock has tumbled nearly 38% over the past year, raising questions about its true worth. A deep dive into valuation models suggests the software giant may be significantly undervalued, but investor sentiment remains divided amid broader market pressures.
StoneX Group (SNEX) shares have soared, posting impressive gains of 15.5% over the past month and 58% over the last year. This analysis delves into whether the financial services firm's current valuation, trading near $117, still presents an opportunity or if the market has gotten ahead of itself.
Insiders at global recruitment firm Robert Walters plc have been net buyers of the company's shares over the past year, with the Independent Chairman making a significant purchase above the current trading price, suggesting long-term confidence in the business strategy.
A significant downward revision of Brandywine Realty Trust's (BDN) fair value estimate by analysts, from $4.34 to $3.75, coupled with a tempered revenue growth forecast, is prompting a reassessment of the Philadelphia-based office REIT's near-term trajectory and market narrative.
Pipeline and logistics giant MPLX has laid out a detailed $2.4 billion organic capital plan targeting expansion in the Permian and Marcellus basins through 2026, while signaling disciplined M&A to bolster its natural gas and NGL footprint. The move comes as the partnership rides a wave of strong unit performance and consistent cash returns to investors.
Old Dominion Freight Line met revenue expectations in Q4 2025 despite a 5.7% sales decline, beating profit forecasts. Management points to disciplined cost control and service investments as keys to weathering the soft demand environment and positioning for a potential recovery.
CSW shares tumbled after reporting Q4 revenue and earnings below expectations, driven by acquisition costs and margin pressures. Analysts pressed management on integration challenges and the path to organic growth recovery.
President Bola Tinubu has ordered a military battalion into Kwara State following one of Nigeria's deadliest attacks in recent months, which left scores dead after gunmen targeted a village. The assault underscores the persistent security crisis plaguing Africa's most populous nation.
