Strategy

Business

JCDecaux Bets Big on Programmatic: Global DOOH Expansion Aims to Redefine Outdoor Advertising

JCDecaux SE is rolling out its programmatic digital out-of-home (DOOH) advertising platform across street, transport, and retail networks globally, integrating over 30,000 screens into a unified, data-driven buying system. This strategic move seeks to enhance targeting and measurability for brands, potentially reshaping the company's AdTech narrative amid a challenging financial landscape.

Feb 5, 2026

Business

SiteOne Landscape Supply: A High-Flying Mid-Cap Stock That May Have Run Too Far, Too Fast

SiteOne Landscape Supply (NYSE: SITE) has surged to a 52-week high, capturing investor attention. But with its valuation now stretched, is the rally sustainable, or is this a story of missed opportunity?

Feb 5, 2026

Business

BT Stemming Broadband Losses as Challenger Networks Face Financial Headwinds

The telecoms giant sees a slowdown in customer defections amid a sector-wide squeeze that is hitting its smaller, debt-laden rivals hard.

Feb 5, 2026

Business

Three Industrial Stocks Facing Heightened Scrutiny Amid Sector Surge

While the industrial sector has outperformed the broader market, buoyed by regulatory tailwinds, analysts warn that selective caution is warranted. We examine three companies where valuation concerns and cyclical risks suggest investors should tread carefully.

Feb 5, 2026

Business

Ball Corporation Announces Quarterly Dividend, Backed by Strong Earnings Growth

Ball Corporation (NYSE:BALL) declares a $0.20 per share dividend payable in March, as sustained EPS growth and a low payout ratio signal confidence in the packaging giant's financial health.

Feb 5, 2026

Business

PlayStation's Pivot: Strong Software & Subscriptions Offset Declining PS5 Hardware Sales

Sony's latest financial results reveal a resilient gaming division, where record digital sales and PlayStation Plus subscriptions have successfully counterbalanced a notable dip in console sales during the critical holiday quarter.

Feb 5, 2026

Business

Western Digital Beats Q4 Estimates, But Investors Remain Wary: Five Key Questions Analysts Are Asking

Western Digital posted stronger-than-expected Q4 results, driven by cloud demand for high-capacity drives, yet its stock fell. We examine the critical issues raised by analysts and the challenges ahead for the data storage giant.

Feb 5, 2026

Business

T. Rowe Price Navigates Market Headwinds: Outflows and Fee Pressures Cloud Q4 Results

T. Rowe Price met revenue forecasts for Q4 2025 but fell short on earnings per share, as net client outflows and industry-wide shifts to lower-fee products squeezed margins. The firm is betting on fixed income, ETFs, and alternatives for future growth.

Feb 5, 2026

Business

The New York Times Posts Strong Q4 Revenue, but Video Push and Rising Costs Give Investors Pause

The New York Times reported quarterly revenue that beat expectations, driven by digital subscriptions and advertising. However, shares fell as the company signaled significant ongoing investments in video journalism, leading to elevated costs and margin pressure in the near term.

Feb 5, 2026

Business

GE HealthCare Beats Q4 Estimates on Strong Product Launches and Recurring Service Growth

GE HealthCare Technologies posted better-than-expected fourth-quarter results, driven by robust demand in pharmaceutical diagnostics and momentum from new product rollouts. The company's focus on expanding its service-based revenue streams is central to its growth outlook.

Feb 5, 2026

Business

Comcast's Q4: Analysts Probe Pricing Shifts, Wireless Growth, and Peacock's Path to Profit

Comcast's latest earnings call revealed a company in transition, with leadership touting early wins from simplified broadband plans and surging wireless additions. Yet, analyst questions cut to the chase on the sustainability of growth, Peacock's profitability, and the long-term payoff of heavy content investments.

Feb 5, 2026

Business

Cencora's Q4: Specialty Pharma and OneOncology Drive Growth Amid Revenue Miss

Healthcare distributor Cencora (NYSE: COR) reported mixed fourth-quarter results, with revenue falling short of Wall Street forecasts despite a 5.5% year-over-year increase to $85.93 billion. Adjusted earnings of $4.08 per share slightly exceeded consensus estimates.

Feb 5, 2026

World

TSMC to Produce World's Most Advanced 3nm Chips in Japan, Bolstering Tokyo's Semiconductor Ambitions

Taiwan Semiconductor Manufacturing Company (TSMC) announced plans Thursday to manufacture cutting-edge 3-nanometer semiconductors at its second plant in Kumamoto, Japan. The move, a significant win for Prime Minister Sanae Takaichi's industrial policy, aims to meet soaring global AI demand and reshapes the geopolitics of advanced chipmaking.

Feb 5, 2026

Business

Corpay Beats Q4 Estimates on Strong Corporate Payments, Acquisitions

Business payments firm Corpay (NYSE:CPAY) reported fourth-quarter revenue of $1.25 billion, a 20.7% year-over-year increase that surpassed Wall Street expectations. The company also issued full-year guidance slightly above analyst consensus, signaling sustained momentum from its corporate payments segment and recent strategic acquisitions.

Feb 5, 2026

Business

Boston Scientific Beats Earnings but Faces Questions on Core Growth Drivers

Boston Scientific met Q4 revenue expectations and delivered a slight earnings beat, but a sharp stock decline reflects investor scrutiny over sequential softness in key franchises and margin pressures.

Feb 5, 2026

Business

Fox Outperforms in Q4 as Live News, Sports, and Streaming Platforms Fuel Revenue Beat

Fox Corporation surpassed Wall Street's revenue and profit forecasts for the fourth quarter of 2025, driven by resilient advertising demand for its core news and sports programming and accelerating growth from its digital streaming services, Tubi and Fox One.

Feb 5, 2026

Business

Beyond the Beat: Five Key Questions Analysts Posed to Marsh & McLennan After Strong Q4

Marsh & McLennan's robust Q4 results, driven by strategic investments and digital transformation, set the stage for pointed analyst inquiries on AI integration, margin resilience, and the path for sustained growth in a challenging market.

Feb 5, 2026

Business

Connection's Q4: Cloud and Security Gains Counterbalance Government Slowdown

IT solutions provider Connection posted flat Q4 revenue of $702.9 million, missing analyst expectations, while adjusted earnings of $0.91 per share beat estimates. Strength in corporate cloud and cybersecurity demand helped offset a temporary dip in public sector business.

Feb 5, 2026

Business

e.l.f. Beauty Soars on Rhode Acquisition, Posts Blowout Q4 Results

e.l.f. Beauty's strategic acquisition of Rhode and relentless innovation fueled a stunning 37.8% sales surge, shattering Wall Street forecasts and setting the stage for ambitious global expansion, albeit with a sharper focus on managing margins ahead.

Feb 5, 2026

Business

AbbVie's Q4: Immunology and Neuroscience Surge Shields Against Aesthetics Slump and Pricing Pressures

AbbVie reported mixed fourth-quarter results, with strong growth in immunology and neuroscience drugs countering weakness in its aesthetics portfolio and broader pricing headwinds. While revenue slightly missed estimates, adjusted earnings per share beat expectations.

Feb 5, 2026