Global News
- All
- AI
- Markets
- Macroeconomics
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the current memory supercycle.
Puerto Rican financial institution Popular (NASDAQ:BPOP) met Wall Streets revenue expectations in Q4 CY2025, with sales up 9% year on year to $823.8 million. Its GAAP profit of $3.53 per share was 16.2% above analysts’ consensus estimates.
Household products company Kimberly-Clark (NYSE:KMB) met Wall Streets revenue expectations in Q4 CY2025, but sales were flat year on year at $4.08 billion. Its non-GAAP profit of $1.86 per share was 2.7% above analysts’ consensus estimates.
Alphabet (GOOGL) has been on an absolute tear in 2026, already up 6.4% year-to-date with its market cap surging towards $4 trillion. The options flow from Monday suggests institutional traders are betting this AI-driven rally has further room to run.
Multiple studies show companies with happier employees deliver stronger long-term returns, proving worker morale has real financial impact
General Motors continued its strong run of quarterly performance, with fourth quarter earnings that topped estimates, in addition to upping its dividend and instituting a new $6 billion stock buyback plan.
March S&P 500 E-Mini futures (ESH26) are up +0.26%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.60% this morning, buoyed by gains in technology stocks, while investors await the start of the Federal Reserve’s two-day policy meeting, as well as a
Health insurance company UnitedHealth (NYSE:UNH) met Wall Streets revenue expectations in Q4 CY2025, with sales up 12.3% year on year to $113.2 billion. On the other hand, the company’s full-year revenue guidance of $439 billion at the midpoint came in 3.
The bank’s risk appetite indicator hit 1.09 last week, the highest since 2021. It’s in the 98th percentile of readings for the gauge dating back to 1991, the strategists wrote in a note. “Such elevated levels of risk appetite are rare,” the Goldman team
Jan 27 (Reuters) - UnitedHealth on Tuesday forecast 2026 adjusted profit slightly above analysts' estimates, in a sign that medical cost-control measures under CEO Stephen Hemsley were beginning to
NVIDIA has outperformed the broader market over the past year, and analysts remain strongly optimistic about its long-term growth prospects.
Ford Motor has outpaced the broader market over the past year, though analysts remain cautious about its future outlook.
Pfizer has lagged the broader market over the past year, and analysts remain cautious about its future outlook.
Advanced Micro Devices has substantially outperformed the broader market over the past year, and analysts remain broadly optimistic about its future prospects.
AppLovin has significantly outperformed the broader market over the past year, and analysts remain highly bullish on its future prospects.