UBS Group reported a net profit of $7.8 billion for 2025, a 53% jump from the previous year, driven by its diversified global operations and client activity in volatile markets. The bank announced a significant dividend hike and a new share buyback program.
German chipmaker Infineon is significantly boosting its capital expenditure, adding €500 million to its FY2026 plans, to scale production for power management chips critical for AI data centers. The company forecasts revenue from this segment to surge to €2.5 billion by FY2027.
Robinhood Markets (HOOD) shares face sustained pressure, creating a stark contrast with its reported strong annual revenue of $4.2 billion and net income of $2.2 billion. As investors weigh the disconnect, a prominent fair value estimate suggests significant upside, though lofty multiples and regulatory clouds loom.
With multi-billion dollar leases in hand, Applied Digital is positioning itself at the heart of the AI infrastructure boom. But its soaring valuation and concentrated risk profile leave investors questioning if the millionaire-making opportunity has already passed.
Following the $4.8 billion sale of its fiber-to-the-home business to AT&T, Lumen Technologies charts a sharp new course as an enterprise-focused network provider. The company used its Q4 2025 earnings call to detail a dramatically reshaped balance sheet, aggressive cost targets, and its ambition to become the 'trusted network for AI'.
MPLX LP reported robust 2025 results, driven by its natural gas and NGL portfolio, and outlined a $2.4 billion capital plan for 2026 focused on expanding infrastructure in key shale basins to meet rising structural demand.
Merck & Co. reported a 5% rise in Q4 2025 revenue to $16.4 billion, powered by its blockbuster cancer drug Keytruda and animal health division. However, a steep 35% drop in Gardasil sales, attributed to weakened demand in Asia, highlighted regional vulnerabilities. The pharmaceutical giant issued initial 2026 guidance projecting modest growth while absorbing a significant one-time charge from its recent Cidara Therapeutics acquisition.
Tether, the issuer of the world's largest stablecoin, is reportedly considering a significantly smaller funding round than initially planned, as investors push back against its lofty $500 billion valuation target, according to a Financial Times report.
Netflix's proposed $82.7 billion takeover of Warner Bros. Discovery drew sharp questions from U.S. senators concerned about competition, consumer choice, and the future of entertainment jobs.
The autonomous vehicle leader Waymo has catapulted to a $126 billion valuation after a massive $16 billion funding round, marking its transition from a moonshot project to a commercial-scale operation. Yet, this financial milestone arrives as the company faces intensified regulatory pressure following a series of incidents involving its robotaxis and school buses.
IBM's robust Q4 2025 results, featuring revenue of $19.7 billion and a reaffirmed dividend, underscore its hybrid cloud and AI momentum. With a 2026 growth outlook above 5% and the addition of PepsiCo's CEO to its board, the tech giant navigates debt concerns while betting on software and integration synergies.
Verizon Communications makes a bold strategic pivot, acquiring Frontier's fiber assets for $20 billion, launching a massive share repurchase, and shifting focus from price wars to customer retention under new leadership.
A Senate hearing on Netflix's proposed $83 billion acquisition of Warner Bros. Discovery assets veered sharply from competition concerns, as conservative lawmakers launched a series of heated critiques targeting the streamer's content and alleged 'woke' agenda.
Power management giant Eaton reports robust fourth-quarter results, fueled by surging data center and aerospace demand, while announcing plans to separate its $3 billion Mobility business to sharpen focus on higher-growth electrical and aerospace markets.
Capri Holdings reported fiscal third-quarter earnings that surpassed expectations, driven by improved full-price sales and reduced promotions at Michael Kors and Jimmy Choo. The luxury group also completed the sale of Versace, using the $1.4 billion proceeds to slash debt, as it refocuses on its core brands.
While Microsoft pours billions into AI infrastructure, startup Anthropic demonstrates rapid innovation with its Claude tools, raising questions about the tech giant's product-market fit and strategic direction.
Despite being battered by market pessimism, Polestar Automotive is drawing attention from contrarian investors who see its deep ties to automotive giant Geely as a potential lifeline. With billions in revenue and a powerful backer, the question is whether this EV brand can navigate its cash burn and tariff challenges.
Packaging giant Amcor reaffirms its fiscal 2026 outlook, reporting Q2 results in line with expectations. The company highlights accelerating synergies from its Berry acquisition and plans to review a portfolio of non-core businesses valued at approximately $2.5 billion.
The video game giant reported a blockbuster third quarter, with net bookings of $1.76 billion significantly exceeding guidance. Strong performance across its core franchises and a resurgent mobile division have prompted the company to raise its full-year forecast, setting the stage for a pivotal 2027 headlined by the launch of Grand Theft Auto VI.
In a candid podcast interview, Melinda French Gates addresses the newly released Jeffrey Epstein files, stating she is "away from all the muck" and that questions about the allegations are for her ex-husband Bill Gates to answer.
