Hewlett Packard Enterprise's market narrative is undergoing a subtle but significant shift. While its fundamental valuation holds steady, analysts are recalibrating their views, balancing optimism over the transformative Juniper Networks acquisition against growing concerns about cyclical pressures on hardware margins.
Arm Holdings' latest earnings reveal a company in transition, with surging data center and AI demand driving revenue while smartphone markets soften. The chip designer's future hinges on whether its v9 architecture can sustain a lasting pivot in its royalty streams.
The German government, via KfW, is set to become a direct shareholder in TenneT Germany with a 25.1% stake, bolstering the grid operator's capital for critical energy transition investments. The deal is slated for completion by mid-2026.
Phillips 66 reported robust fourth-quarter and full-year 2025 results, driven by refining efficiency and midstream growth. CEO Mark Lashier outlined a strategic path focused on cost reduction, portfolio optimization, and disciplined capital returns to shareholders.
Despite facing a challenging macroeconomic climate marked by reduced restaurant visits and a government shutdown, Performance Food Group (PFGC) reported fiscal Q2 2026 results in line with its guidance, showcasing growth in sales and profitability while prioritizing debt reduction.
South Korean e-commerce giant Coupang has confirmed a significant expansion of last year's massive data breach, with personal information of an additional 165,000 users compromised. The revelation comes as the company remains under intense government scrutiny for the initial incident that impacted over 33 million customers.
Meta expands its clean energy portfolio through a new power purchase agreement with Zelestra for the Skull Creek Solar Plant in Texas, part of a broader 1.2GWdc partnership aiming for full operation by 2028.
The New York Times Company reported robust digital subscriber and revenue gains for 2025, driven by its subscription-first strategy. While navigating a challenging media landscape, executives outlined ambitious plans to scale video content and leverage AI, even as costs rise.
Siemens Healthineers reported a resilient start to fiscal 2026, with strong performance in its imaging and precision therapy divisions offsetting a significant downturn in its diagnostics business in China, prompting a strategic reassessment of its operations in the key Asian market.
The Swiss pharma giant reported robust 2025 results, hitting a key profitability goal early. While facing near-term pressure from U.S. generic competition, CEO Vas Narasimhan outlined a strategy anchored by a portfolio of growth brands and a promising late-stage pipeline.
With a $7 billion acquisition and a pipeline focused on convenience, Pfizer is mounting a strategic challenge to Eli Lilly and Novo Nordisk's weight-loss drug stronghold, though commercial impact remains years away.
ExxonMobil Guyana has completed the purchase of the FPSO ONE GUYANA from SBM Offshore in a $2.32 billion deal, solidifying its stake in the prolific Stabroek block. SBM will continue to operate and maintain the vessel until 2035 under an integrated model.
In a major policy reversal, the U.S. Commodity Futures Trading Commission has formally withdrawn a contentious 2024 proposal that sought to outlaw event contracts tied to politics, sports, and conflict. Chairman Michael S. Selig dismissed the plan as a politically motivated overreach, signaling the agency's intent to regulate—not stifle—the fast-growing prediction market sector.
The British government announces a collaborative initiative with Microsoft and leading experts to develop a national framework for detecting and assessing deepfake content, responding to a surge in AI-generated fraud and abuse.
As the S&P 500 hovers near record highs, a confluence of factors—stretched valuations, the economic impact of tariffs, and the uncertainty of midterm elections—points to heightened volatility and potential downturns in 2026, historical analysis suggests.
As investors navigate a complex economic landscape, Costco Wholesale continues to demonstrate remarkable resilience. However, its lofty valuation relative to peers prompts a critical question about its current investment appeal.
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.
At its annual meeting, Aramark shareholders voted to re-elect the full slate of directors, approve executive compensation in an advisory vote, and retain Deloitte & Touche as auditor. The virtual format facilitated brief proceedings, with management addressing questions on CEO succession, tariffs, and animal welfare.
LATAM Airlines Group capped off a robust 2025 with record profitability and passenger numbers, driven by premium offerings and network expansion. Management projects continued growth for 2026, backed by a healthy balance sheet and a fleet renewal strategy.
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.
