Stopgap Bill

Business

Lumen Charts a New Course: Completes AT&T Deal, Slashes Debt, and Positions as AI Infrastructure Leader

Following the closure of its $5.75 billion fiber sale to AT&T, Lumen Technologies reports a dramatically strengthened balance sheet, with debt cut by over $5 billion and interest expenses nearly halved. The company is now pivoting its full focus toward becoming a core enterprise and AI infrastructure provider.

Feb 4, 2026

Business

Prysmian Lands Major UK Subsea Cable Deal, Sparking Valuation Debate

The Italian cable giant secures a £2 billion contract for the UK's Eastern Green Link 4 project, fueling its recent stock rally and raising questions about whether its shares have run too far, too fast.

Feb 4, 2026

Business

Textron Sharpens Strategy: New Guidance, Aggressive Buybacks, and Board Addition Signal Strategic Pivot

Textron's latest quarterly results and 2026 outlook, coupled with a completed $2.44 billion share repurchase and a key board appointment, suggest the industrial conglomerate is methodically recalibrating its growth and capital return priorities amidst a shifting defense and aerospace landscape.

Feb 4, 2026

Business

ATI Soars on Strong Aerospace & Defense Demand, Projects Record 2026 Earnings

Specialty materials leader ATI capped a transformative 2025 with robust fourth-quarter results, fueled by surging aerospace and defense orders. With a bullish 2026 outlook targeting $1 billion in adjusted EBITDA, the company signals sustained momentum in key high-performance markets.

Feb 3, 2026

Business

AMETEK Caps Record Year with Strong Q4, Eyes Steady Growth in 2026

AMETEK (NYSE: AME) closed its fiscal 2025 with historic quarterly results, reporting double-digit growth across key metrics and a record $3.58 billion backlog. The diversified manufacturer also provided 2026 guidance projecting mid- to high-single-digit sales growth, signaling confidence in its operational momentum and strategic acquisition pipeline.

Feb 3, 2026

Business

Lumen Technologies Beats Q1 Revenue Forecasts, Yet Challenges Persist Amid Strategic Shift

Lumen Technologies (NYSE: LUMN) surpassed Wall Street's revenue expectations for Q1 2026, posting $3.04 billion in sales. However, the results reveal a 4.4% year-over-year decline and ongoing struggles in its core enterprise segment, casting a shadow over the telecom infrastructure provider's turnaround efforts.

Feb 3, 2026

Business

Emerson Electric Meets Q4 Revenue Forecasts, Beats Profit Expectations Amid Industrial Sector Scrutiny

Emerson Electric reported fourth-quarter sales of $4.35 billion, aligning with Wall Street estimates, while adjusted earnings of $1.46 per share surpassed projections. The industrial automation giant continues to demonstrate robust profitability despite modest top-line growth.

Feb 3, 2026

Business

Prudential's Q4 2025 Results: Steady Revenue Meets Wall Street Forecasts Amid Mixed Performance

Prudential Financial reported fourth-quarter revenue of $14.52 billion, aligning with analyst expectations, though adjusted earnings per share slightly missed estimates. The insurance giant's core premiums showed strength, while book value growth signals a potential turnaround.

Feb 3, 2026

Business

Veralto Falls Short on Q4 Revenue Despite Profit Beat, Highlighting Growth Concerns

Veralto (NYSE: VLTO) reported mixed fourth-quarter results for 2025, missing sales expectations with a 3.8% year-over-year increase to $1.40 billion while surpassing profit estimates. The performance underscores persistent questions about the water treatment firm's long-term growth trajectory.

Feb 3, 2026

Business

Trump's $12B 'Project Vault' Rare-Earths Reserve Creates Strategic Edge for GM, Stellantis, and Boeing

A new $12 billion federal initiative aims to secure U.S. access to critical minerals, with three industrial giants positioned as early beneficiaries in a move to counter China's market dominance.

Feb 3, 2026

Business

Zegna's Steady Q4 Masks a Strategic Pivot as Full-Year Revenue Dips

Ermenegildo Zegna reports resilient fourth-quarter revenues of €591 million for 2025, yet a slight full-year decline to €1.92 billion signals a nuanced shift in the luxury group's trajectory amid leadership transition and evolving market demands.

Feb 3, 2026

Business

Berkshire Hathaway Enters New Era: Why Investors Are Eyeing the Post-Buffett Transition

With Greg Abel now at the helm and a record cash pile nearing $400 billion, Berkshire Hathaway stands at a pivotal moment. Analysts see potential for strategic shifts and renewed growth, even as the stock trades below its historical valuation average.

Feb 3, 2026

Netflix CEO Faces Senate Grilling Over Warner Bros. Discovery Deal, Culture War Clashes Erupt

A Senate antitrust hearing on Netflix's proposed $82.7 billion acquisition of Warner Bros. Discovery assets veered into heated debates over market dominance, job security, and accusations that the streamer promotes 'woke' and transgender content to young audiences.

Feb 3, 2026

Business

Super Micro's AI-Driven Surge Continues: Q4 Revenue Soars 123%, Stock Climbs on Stellar Outlook

Super Micro Computer (SMCI) delivered a blockbuster fourth quarter, with revenue more than doubling year-over-year to $12.68 billion and significantly outpacing Wall Street forecasts. The server maker's bullish guidance for the current quarter sent its shares higher, cementing its status as a key beneficiary of the AI infrastructure boom.

Feb 3, 2026

Business

AMD Powers Past Expectations: Q4 Revenue Soars 34% on AI and Data Center Strength

Advanced Micro Devices (AMD) delivered a robust fourth quarter for 2025, surpassing revenue forecasts with $10.27 billion in sales and issuing optimistic guidance, fueled by strong demand for its AI and high-performance computing platforms.

Feb 3, 2026

Business

From Parks to Power: Disney Taps Josh D’Amaro as CEO, Betting on Operational Magic to Navigate Media Upheaval

The Walt Disney Company has named theme parks chief Josh D’Amaro as its next CEO, placing its most reliable profit engine at the helm to steer the global media giant through industry-wide uncertainty and a historic $60 billion global expansion.

Feb 3, 2026

Business

Kraken Parent Firm Payward Posts $2.2B Revenue in 2025, Fueled by Diversification Beyond Crypto

Payward, the parent company of crypto exchange Kraken, reported a 33% surge in adjusted revenue to $2.2 billion for 2025, driven by a strategic expansion into traditional assets and proprietary trading. The shift highlights the firm's successful move to reduce reliance on volatile crypto trading volumes.

Feb 3, 2026

Business

Chipotle Beats Revenue Forecasts in Q4 2025, but Same-Store Sales Dip Raises Questions

Chipotle Mexican Grill (NYSE: CMG) reported fourth-quarter revenue of $2.98 billion, surpassing Wall Street estimates, though a decline in customer traffic at established locations tempered investor enthusiasm.

Feb 3, 2026

Business

Mondelez Beats Revenue Forecasts Amid Cocoa Cost Squeeze, But Profit Misses Mark

The snack food giant Mondelez International reported stronger-than-expected Q4 2025 sales of $10.5 billion, driven by strategic pricing. However, earnings per share fell short of analyst estimates, highlighting the pressure from historic cocoa costs on profitability.

Feb 3, 2026

Business

BitMine's Massive Ethereum Bet Draws 'Worst Trade Ever' Critique as Paper Losses Mount

Investment firm BitMine Immersion Technologies, chaired by Tom Lee, faces billions in unrealized losses on its enormous Ethereum holdings, prompting prominent investor Ross Gerber to label the strategy a potential historic misstep.

Feb 3, 2026