The midstream energy giant Enterprise Products Partners reports record volumes and cash flows, setting the stage for continued expansion and a sustainable 6.7% yield.
Nvidia's Jensen Huang expressed strong interest in backing a potential OpenAI public offering, while firmly rejecting reports of tension between the AI chip giant and the ChatGPT maker, calling speculation "nonsense."
Amid intense speculation, Take-Two Interactive's latest earnings report reaffirms the November 19, 2026 release date for Grand Theft Auto VI, with CEO Strauss Zelnick projecting the title will set a new financial benchmark for the company in Fiscal 2027.
A new report ahead of Consensus Miami reveals a deepening regional divide in crypto: Asia leads in trading volume and daily usage, while the U.S. cements its role as the institutional and regulatory nucleus. Latin America emerges as a key case study for utility-driven, real-world adoption.
Two Harbors Investments reported a solid fourth quarter, highlighted by a 3.9% economic return and rising book value. The earnings call was dominated by strategic discussions around the firm's pending merger with United Wholesale Mortgage, a move executives argue is essential to achieve the scale needed in today's mortgage market.
Aerospace component manufacturer TransDigm Group reported first-quarter results that exceeded expectations, driven by solid performance across commercial and defense segments. The strong start has prompted management to raise its full-year sales and profit guidance, citing healthy cash flow and strategic acquisitions.
Spire Inc. reported a significant year-over-year increase in first-quarter earnings, driven by new utility rates and robust operational performance. The natural gas distributor reiterated its multi-year financial guidance while navigating a major acquisition, a potential asset sale, and ongoing regulatory updates.
Rithm Capital (NYSE: RITM) reported robust 2025 results, fueled by diversification and strategic acquisitions like Paramount's office portfolio. Management highlights record earnings, a $100B+ asset management platform, and a disciplined approach to growth amid a shifting rate environment.
Banco Santander reported its strongest-ever annual results, with profit hitting €14.1 billion, and announced a strategic acquisition of Webster Bank to accelerate its transformation in the United States. The bank also outlined ambitious profitability targets through 2028.
RPC Inc. reported a broad sequential revenue decline in Q4 2025, citing a late-year slowdown. While pressure pumping and some regional markets weakened, executives highlighted growth in specific service lines and strategic technology deployments as key pillars for navigating a challenging energy services landscape.
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.
Senate veteran Mitch McConnell, 83, has been admitted to a hospital as a precaution after reporting flu-like symptoms, causing him to miss crucial floor votes this week. His office states his prognosis is positive and he remains in contact with staff.
As Western Union prepares to report earnings, its new AI-focused Global Capability Center in Hyderabad, built with HCLTech, aims to accelerate its digital transformation. Investors are weighing this strategic move against a backdrop of long-term shareholder value decline and near-term stock momentum.
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.
NGL Energy Partners (NGL) reported a robust third-quarter performance, fueled by record-setting produced water disposal volumes and disciplined capital management. The partnership raised its full-year EBITDA outlook and outlined ambitious plans, including a novel partnership to explore nuclear-powered water desalination in the Permian Basin.
The boutique investment bank PJT Partners reported record annual revenues and profits for 2025, fueled by a resurgent M&A market and robust restructuring demand. While management struck an optimistic tone for 2026, they cautioned that geopolitical tensions and AI disruption pose risks to the 'inherently fragile' capital markets backdrop.
Private mortgage insurance leader MGIC Investment reported strong Q4 and full-year 2025 results, driven by disciplined underwriting and significant capital returns. While executives project a stable but flat market for 2026, the company's fortress balance sheet and strategic reinsurance provide a buffer against economic uncertainty.
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.
Marathon Petroleum (MPC) reported robust fourth-quarter and full-year 2025 results, driven by exceptional refining execution and record midstream performance. The company outlined a disciplined 2026 capital plan focused on high-return projects and shareholder returns, while navigating a tightening global refining landscape.
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.
