The acquisition, set to finalize in early 2026 pending approvals, will merge European and American production powerhouses into an entity overseeing nearly 100 companies across 15 countries.
In a strategic overhaul, International Paper announced plans to separate into two independent, publicly traded companies focused on North America and EMEA markets, marking the next phase of its multi-year transformation.
Saks Global, the parent of luxury retailers Saks Fifth Avenue and Neiman Marcus, will shutter the vast majority of its Saks OFF 5TH off-price stores and all Last Call locations, marking a dramatic retreat from the discount luxury sector as it navigates Chapter 11.
Wall Street maintains a positive stance on American Tower Corporation (AMT) as it enters 2026, with over 70% of analysts recommending the stock. While several firms have trimmed price targets citing sector headwinds, the long-term outlook for the communications infrastructure giant remains favorable, driven by its data center portfolio and stable tower business.
Chinese authorities have approved ByteDance, Alibaba, and Tencent to purchase over 400,000 of NVIDIA's flagship H200 AI chips, signaling a pragmatic shift in Beijing's approach to balancing advanced U.S. technology with domestic chip ambitions.
Analysts highlight Credo Technology Group (CRDO) as a core beneficiary of soaring cloud and AI data center spending, with revenue projected to nearly triple in FY2026 amid industry-wide capex surge.
Bank of America highlights Broadcom alongside Nvidia and AMD as a leading compute stock, fueled by robust AI infrastructure spending and compelling valuations, with Wells Fargo and Bernstein also raising targets.
In a move to rebalance bilateral trade, India has agreed to significant purchases of U.S. goods including petroleum, defense systems, and commercial aircraft under a newly announced agreement, a senior official confirmed.
The Trump administration sees Venezuela's revitalized oil sector as a tool to undercut Russian energy revenues and pressure India to pivot away from Moscow. But crumbling infrastructure, geopolitical risks, and entrenched trade relationships pose significant challenges to this strategic calculus.
An analysis of SBM Offshore's financial health reveals a Return on Equity significantly below the industry average, raising questions about capital efficiency and its high-debt strategy in a competitive energy services market.
The French specialty materials group Arkema is positioning its low-global-warming-potential refrigerants and thermal management solutions at the heart of the booming data center market, a strategic move underscored by its recent EcoVadis Gold Medal for corporate sustainability.
As major tech firms announce significant layoffs across Washington, the region grapples with a fundamental question: Is this a temporary downturn or a structural pivot toward AI and new industries? The impact ripples far beyond corporate campuses, threatening the vitality of local small businesses that built their models on tech's explosive growth.
After delivering a 47.6% total shareholder return over the past year, industrial filtration leader Donaldson Company (NYSE: DCI) is facing renewed investor debate. With shares now trading near $101, analysts question whether its premium valuation fully reflects future growth prospects amid shifting industrial demand cycles.
Credo Technology Group is deepening its integration into hyperscale AI infrastructure through the launch of its high-bandwidth Blue Heron retimer and a strategic patent licensing agreement with 3M, positioning itself as a key enabler for next-generation AI clusters.
The AI and data management firm, Cordel Group Plc (LON:CRDL), is forecast to reach breakeven in 2027 after significant losses. With aggressive growth targets and a conservative balance sheet, analysts are watching closely to see if the company can navigate its critical investment phase.
Investors in Selangor Dredging Berhad (KLSE:SDRED) have faced an 11% total loss over the past year, underperforming the broader market's positive return. While the share price decline reflects recent operational headwinds, long-term holders have seen more modest erosion in value.
Investors who backed Fortress Real Estate Investments (JSE:FFB) half a decade ago have seen a total shareholder return of 877%, significantly boosted by dividends, even as the share price itself climbed 728%. The transition to profitability appears to have been a key catalyst for the stellar performance.
Even as Berkshire Hathaway enters a new chapter, the enduring value of Warren Buffett's investment philosophy shines through in two financial sector holdings—Ally Financial and Jefferies Financial—that analysts see as compelling opportunities this February.
The Swiss retailer Villars Holding (VTX:VILN) is showing promising signs of improved capital allocation, with its return on capital employed (ROCE) rising significantly over the past five years alongside increased investment. While its overall return remains below the industry average, the positive trajectory suggests potential for a turnaround.
The German electrical equipment manufacturer FRIWO AG demonstrates a masterclass in capital allocation, with its return on capital employed (ROCE) surging to an impressive 48%. This marks a dramatic turnaround from losses five years ago, achieved without a significant increase in its capital base, highlighting operational transformation and efficient reinvestment.
