Despite US President Donald Trump having congratulated Japan’s Prime Minister Sanae Takaichi on her recent election triumph, Tokyo is under pressure to deliver on colossal investments promised in the United States. Ahead of the possible announcement of the first projects this week and Takaichi’s scheduled visit to the White House next month, what exactly has Japan pledged, what uncertainties remai...
Despite US President Donald Trump having congratulated Japan’s Prime Minister Sanae Takaichi on her recent election triumph, Tokyo is under pressure to deliver on colossal investments promised in the United States. Ahead of the possible announcement of the first projects this week and Takaichi’s scheduled visit to the White House next month, what exactly has Japan pledged, what uncertainties remain, and what is at stake? What was agreed? In July, Japan agreed to invest US$550 billion through...
Local officials say strikes were part of widespread attacks across the country targeting energy infrastructure Good morning, Taz Ali here to bring you the latest news for our Europe live blog. Hundreds of thousands of people have been left without power or water supply in the southern Ukrainian city of Odesa after Russia launched a large-scale overnight drone strike , according to local officials....
Local officials say strikes were part of widespread attacks across the country targeting energy infrastructure Good morning, Taz Ali here to bring you the latest news for our Europe live blog. Hundreds of thousands of people have been left without power or water supply in the southern Ukrainian city of Odesa after Russia launched a large-scale overnight drone strike , according to local officials. Nearly 300,000 people have been affected by the power outage, while one person has been reported injured. Continue reading...
Victor Golmer/iStock Editorial via Getty Images VinFast Auto's ( VFS ) delivery surge masks what have been consistent quarters of unprofitability and negative free cash flow in a global EV environment where price wars sparked by an explosion of Chinese EV exports have radically rewritten the margins of select EV companies lower. The company is operationally headquartered in Vietnam, as part of the...
Victor Golmer/iStock Editorial via Getty Images VinFast Auto's ( VFS ) delivery surge masks what have been consistent quarters of unprofitability and negative free cash flow in a global EV environment where price wars sparked by an explosion of Chinese EV exports have radically rewritten the margins of select EV companies lower. The company is operationally headquartered in Vietnam, as part of the broader VinFast group conglomerate founded by the richest man in the Southeast Asian nation, Pham Nhat Vuong. The bullish case here is hinged on rising adoption of electrified transport in the region, with VFS producing and retailing a range of fully electric transport modes, from SUVs and sedans, two-wheeled ("2W") products, and buses. The company reported third-quarter revenue of $718.63 million , a material increase of 46.8% from its year-ago comp on the back of robust demand for both EVs and 2Ws. EV deliveries came in at 38,195 during the third quarter, growing by a remarkable 74% over their year-ago comp. Growth in the deliveries of 2W products came in at 535% over the year-ago comp to 120,052. VinFast Auto Fiscal 2025 Third Quarter Presentation VinFast Auto Fiscal 2025 Third Quarter Presentation However, the stock momentum has been solidly down since VFS went public via a merger with a special purpose acquisition company ("SPAC") in the summer of 2023 . The company is down 11% over the last 1-year, with 2.339 billion shares as of the end of its third quarter for a $7.86 billion market cap. This represents a roughly 3x multiple to trailing twelve-month sales as of the end of the third quarter. This multiple has trended lower over the last 1-year, even as sales for VFS have ramped up. For bulls, there could be more downside as VFS still sits at a higher multiple than both Rivian ( RIVN ) and Polestar Automotive ( PSNY ). RIVN grew its third-quarter revenue at a slightly faster clip of 78% , while PSNY reported year-over-year revenue growth of 36% during the quarter. Da...
Nuveen is buying Schroders in a £9.9 billion ($13.5 billion) deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets. Schroders Chief Executive Officer Richard Oldfield discusses the deal, which ends more than two centuries of independence for the UK firm. He speaks on Bloomberg Television. (Source: Bloomberg)
Nuveen is buying Schroders in a £9.9 billion ($13.5 billion) deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets. Schroders Chief Executive Officer Richard Oldfield discusses the deal, which ends more than two centuries of independence for the UK firm. He speaks on Bloomberg Television. (Source: Bloomberg)
Nissan Motor press release ( NSANY ): Q3 net income came in at -¥28.3B. Revenue of ¥2999.3B (-5.1% Y/Y). FY2025 outlook Nissan revised its full-year outlook for fiscal year 2025. The global sales volume forecast was adjusted to 3.2 million units. The updated financial outlook is as follows: net revenue is expected to be 11.9 trillion yen, and operating profit is projected to improve to –60 billion...
Nissan Motor press release ( NSANY ): Q3 net income came in at -¥28.3B. Revenue of ¥2999.3B (-5.1% Y/Y). FY2025 outlook Nissan revised its full-year outlook for fiscal year 2025. The global sales volume forecast was adjusted to 3.2 million units. The updated financial outlook is as follows: net revenue is expected to be 11.9 trillion yen, and operating profit is projected to improve to –60 billion yen, including the impact of tariffs, representing an improvement of 215 billion yen compared with the previous forecast. The projected net income is -650 billion driven primarily by non-cash accounting charges. TSE report basis – China JV equity basis2 Yen in billions Previous FY25 outlook (Oct. 30) Updated FY25 outlook Variance vs previous outlook Net revenue 11,700.0 11,900.0 200.0 Operating profit -275.0 -60.0 215.0 Net income1 - -650.0 - Click to enlarge The average foreign exchange rates for the fiscal year 2025 outlook are JPY 149/USD and JPY 173/EUR. More on Nissan Motor Nissan Motor Co., Ltd. (NSANY) Q2 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Nissan Motor Historical earnings data for Nissan Motor Financial information for Nissan Motor
VEX Collective/iStock via Getty Images For most of the final quarter of 2025, the macroeconomic landscape was shaped as much by what investors couldn't see as by what they could. The U.S. government shutdown—lasting a record 43 days—created a significant information vacuum just as markets sought clarity on growth, inflation, and policy trajectories. Despite the data fog, the global macro backdrop ...
VEX Collective/iStock via Getty Images For most of the final quarter of 2025, the macroeconomic landscape was shaped as much by what investors couldn't see as by what they could. The U.S. government shutdown—lasting a record 43 days—created a significant information vacuum just as markets sought clarity on growth, inflation, and policy trajectories. Despite the data fog, the global macro backdrop proved “good enough” for risk assets. Global growth held firm, inflation stayed sticky but avoided more disruptive outcomes, and most central banks leaned more accommodative than hawkish. In the U.S., elevated downside labor market risk kept U.S. Federal Reserve (“Fed”) easing in play, leading to rate cuts even as the economy expanded. However, policymaker dissents emerged as the Fed Funds rate approached the Federal Open Market Committee’s neutral estimate. International markets—particularly Japan and parts of Europe—offered broadly supportive signals, though political uncertainty occasionally weighed on European sentiment. Since mid-2024, most major developed market central banks have cut rates by 150-200 basis points (1.50%-2.00%) or more, meaning some could be close to the end of their easing cycle. The Bank of Japan remains on a separate trajectory with a gradual pace of rate hikes from a highly accommodative starting point, including two in 2025 and two more expected in 2026. Overall, the global tariff environment proved less disruptive than earlier fears. U.S. monthly tariff collections rose but remained well below levels implied by announced policies, while statutory rates edged lower as deals and exemptions took hold. Still, investors monitored persistent trade-related risks alongside other potential headwinds, including slower AI investment, labor market softening, bond market volatility tied to inflation or fiscal stress, and ongoing risk of geopolitical shocks. Financial markets capped a strong 2025 with 4Q gains across both equities and fixed income. Many fixed...
Tak Yeung T-Mobile US ( TMUS ) announced a proposed public offering of euro-denominated senior notes through its subsidiary, T-Mobile USA. The company plans to use proceeds for general corporate purposes, such as share repurchases, dividends if declared, and refinancing existing debt. The offering is subject to market conditions and aims to raise funds via a registered public sale. The amount and ...
Tak Yeung T-Mobile US ( TMUS ) announced a proposed public offering of euro-denominated senior notes through its subsidiary, T-Mobile USA. The company plans to use proceeds for general corporate purposes, such as share repurchases, dividends if declared, and refinancing existing debt. The offering is subject to market conditions and aims to raise funds via a registered public sale. The amount and other details are not yet provided by the company. Joint book-running managers include Barclays Bank PLC, BNP PARIBAS, Crédit Agricole CIB, Goldman Sachs & Co. LLC, and Morgan Stanley & Co. International. More on T-Mobile US T-Mobile US, Inc. (TMUS) Analyst/Investor Day - Slideshow T-Mobile Presents Deep-Value At Current Levels T-Mobile: 6% From The Bonds Is Not Enough T-Mobile stock turns positive after additional forecast helps offset mixed Q4 report T-Mobile US GAAP EPS of $1.88 misses by $0.18, revenue of $24.33B beats by $60M
In this article ADYEN-NL Follow your favorite stocks CREATE FREE ACCOUNT Dutch payments giant Adyen 's stock is down as much as 20% after the company reported its earnings for the second half of 2025. It reported net revenue had increased 17% year-on-year on a reported basis, hitting 1.27 billion euros ($1.51 billion), with both EMEA and North America growing 17% each. The stock was down 18.3% as ...
In this article ADYEN-NL Follow your favorite stocks CREATE FREE ACCOUNT Dutch payments giant Adyen 's stock is down as much as 20% after the company reported its earnings for the second half of 2025. It reported net revenue had increased 17% year-on-year on a reported basis, hitting 1.27 billion euros ($1.51 billion), with both EMEA and North America growing 17% each. The stock was down 18.3% as of 9.37 a.m. local time. But those gains were "moderated by slower growth" from APAC-headquartered online retailers and a weaker U.S. dollar, the company said. Net revenue from APAC clients accelerated slightly to 14% growth, which Adyen reported was mostly driven by deepened relationships with existing customers. The share price plunge could be the company's biggest single-day drop since a 39% fall in August 2023. This is a developing story. Refresh for updates.