President Donald Trump ’s tariffs on foreign imports of steel will fuel mergers and acquisitions in the US metals industry this year, according to a Wells Fargo & Co. analyst. The tariffs have been a boon for domestic steelmakers who are enjoying reduced competition from cheaper imports, drawing new buyers for material produced in the US. “Just because of all these massive tariffs, that means a lo...
President Donald Trump ’s tariffs on foreign imports of steel will fuel mergers and acquisitions in the US metals industry this year, according to a Wells Fargo & Co. analyst. The tariffs have been a boon for domestic steelmakers who are enjoying reduced competition from cheaper imports, drawing new buyers for material produced in the US. “Just because of all these massive tariffs, that means a lot of cash flow to these companies and they have to decide what to do with it,” analyst Timna Tanners said at the CRU Tampa Steel Conference in Florida. “There’s going to be more deals.” The steel business has seen a flurry of M&A over the last two years, with Nippon Steel Corp. acquiring US Steel Corp. and Cleveland-Cliffs Inc. buying Canada’s Stelco Holdings Inc . Since then, Steel Dynamics Inc. made a rebuffed bid for Australia ’s BlueScope Steel Ltd . Cleveland-Cliffs is also in talks to establish a partnership with POSCO Holdings Inc. , South Korea’s top steelmaker. “Antitrust is also looser than in the past,” making it less likely that deals will be scuttled by regulators, Tanners said.
MOZCO Mateusz Szymanski/iStock Editorial via Getty Images CBRE Group ( CBRE ) stock was down ~13% during Thursday late morning trading after the real estate services provider reported lower GAAP earnings. The Dallas-based company reported Q4 core EPS of $2.73, up 17.7% year-over-year. Revenue stood at $11.6B, an increase of 11.8% from the same period a year ago. "We had a strong end to 2025, with ...
MOZCO Mateusz Szymanski/iStock Editorial via Getty Images CBRE Group ( CBRE ) stock was down ~13% during Thursday late morning trading after the real estate services provider reported lower GAAP earnings. The Dallas-based company reported Q4 core EPS of $2.73, up 17.7% year-over-year. Revenue stood at $11.6B, an increase of 11.8% from the same period a year ago. "We had a strong end to 2025, with fourth-quarter revenue and core earnings-per-share rising by double digits and both reaching their highest levels ever for CBRE," said CEO Bob Sulentic. "Our strength was broad-based. We saw significant gains in sales and leasing in the U.S. and much of the rest of the world, and our resilient businesses continued to post double-digit revenue growth, a trend we see continuing," added Sulentic. However, GAAP net income fell 14.6% from the prior year to $416M. GAAP EPS came in at $1.39, down from $1.58 a year ago. The decrease was attributed to a noncash impact from the buyout of CBRE's U.K. pension plan and an increase in the reserve for fire safety remediation in the U.K. development business. For 2026, CBRE expects core EPS to stand in the range of $7.30 to $7.60, ~17% growth at the midpoint. The Capital IQ consensus estimate stands at $7.49. More on CBRE CBRE Group, Inc. (CBRE) Q4 2025 Earnings Call Transcript CBRE Group, Inc. 2025 Q4 - Results - Earnings Call Presentation CBRE Group: A Good Mix Of Defensiveness And Growth CBRE targets $2B data center revenue and 17% EPS growth in 2026 while expanding AI-driven efficiencies CBRE Non-GAAP EPS of $2.73 beats by $0.05, revenue of $11.6B misses by $20M
Award was presented as president directed Pentagon to buy billions of dollars’ worth of energy from coal plants US politics live – latest updates Donald Trump was crowned the “undisputed champion of beautiful clean coal” during a White House ceremony on Wednesday, during which the president received a trophy after ordering the US defense department to purchase billions of dollars’ worth of power f...
Award was presented as president directed Pentagon to buy billions of dollars’ worth of energy from coal plants US politics live – latest updates Donald Trump was crowned the “undisputed champion of beautiful clean coal” during a White House ceremony on Wednesday, during which the president received a trophy after ordering the US defense department to purchase billions of dollars’ worth of power from coal plants. The award was reportedly granted by the Washington Coal Club, an advocacy group with financial ties to the coal industry. Continue reading...
This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Thursday. This is TheStreet’s Stock Market Today for Feb. 12, 2026. You can follow the latest updates on the ...
This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Thursday. This is TheStreet’s Stock Market Today for Feb. 12, 2026. You can follow the latest updates on the ...
by-studio/iStock via Getty Images TSM stock: Q4 2025 marks a pivot point I last analyzed Taiwan Semiconductor Manufacturing Company Limited ( TSM ) on Dec 16, 2025. That article , titled " Taiwan Semiconductor: This Is The GARP Moment You've Waited For,” argued for a Buy rating on TSM. More details of that article were shown in the screenshot below. Seeking Alpha Since then, the company has releas...
by-studio/iStock via Getty Images TSM stock: Q4 2025 marks a pivot point I last analyzed Taiwan Semiconductor Manufacturing Company Limited ( TSM ) on Dec 16, 2025. That article , titled " Taiwan Semiconductor: This Is The GARP Moment You've Waited For,” argued for a Buy rating on TSM. More details of that article were shown in the screenshot below. Seeking Alpha Since then, the company has released its earnings report (ER) for FQ4 2025 on January 15, 2026. As a battlefront chip stock, the financials have been quickly dissected by many analysts. As such, in this article, I will skip most of the background and directly get to my point. In a nutshell, I believe that TSM has reached a historic pivot point in Q4, which marks transition of its business model from mobile handset to AI chips as its primary growth engine. As most TSM investor must know, Apple ( AAPL ) used to be the largest customer for TSM. Even as recent as mid-2024 (see the next chart below), Apple’s contribution to TSM’s total revenues exceeded the second largest contributor, Nvidia ( NVDA ), by more than twofold. However, based on the financials released for Q4 and also the NVDA CEO’s comments shortly afterward (see the news release below), NVDA has now overtaken Apple as TSM’s largest customer. Yahoo! News: Nvidia Corp's (NASDAQ:NVDA) surge in artificial intelligence demand is reshaping the global semiconductor supply chain. Nvidia has overtaken Apple Inc. (NASDAQ:AAPL) as Taiwan Semiconductor Manufacturing Co. Ltd's ( NYSE: TSM ) largest customer. Nvidia chief Jensen Huang confirmed the change publicly for the first time during a recent podcast. I expect this shift to have profound implications for TSM growth and also valuation, for reasons detailed next. TSM top customers TSM stock: growth outlook in the AI era To start, I expect the transition to help TSM to further decouple from the seasonal volatility of the iPhone cycle. Instead, its future growth will be re-anchored in the infrastructure of art...
by-studio/iStock via Getty Images TSM stock: Q4 2025 marks a pivot point I last analyzed Taiwan Semiconductor Manufacturing Company Limited ( TSM ) on Dec 16, 2025. That article , titled " Taiwan Semiconductor: This Is The GARP Moment You've Waited For,” argued for a Buy rating on TSM. More details of that article were shown in the screenshot below. Seeking Alpha Since then, the company has releas...
by-studio/iStock via Getty Images TSM stock: Q4 2025 marks a pivot point I last analyzed Taiwan Semiconductor Manufacturing Company Limited ( TSM ) on Dec 16, 2025. That article , titled " Taiwan Semiconductor: This Is The GARP Moment You've Waited For,” argued for a Buy rating on TSM. More details of that article were shown in the screenshot below. Seeking Alpha Since then, the company has released its earnings report (ER) for FQ4 2025 on January 15, 2026. As a battlefront chip stock, the financials have been quickly dissected by many analysts. As such, in this article, I will skip most of the background and directly get to my point. In a nutshell, I believe that TSM has reached a historic pivot point in Q4, which marks transition of its business model from mobile handset to AI chips as its primary growth engine. As most TSM investor must know, Apple ( AAPL ) used to be the largest customer for TSM. Even as recent as mid-2024 (see the next chart below), Apple’s contribution to TSM’s total revenues exceeded the second largest contributor, Nvidia ( NVDA ), by more than twofold. However, based on the financials released for Q4 and also the NVDA CEO’s comments shortly afterward (see the news release below), NVDA has now overtaken Apple as TSM’s largest customer. Yahoo! News: Nvidia Corp's (NASDAQ:NVDA) surge in artificial intelligence demand is reshaping the global semiconductor supply chain. Nvidia has overtaken Apple Inc. (NASDAQ:AAPL) as Taiwan Semiconductor Manufacturing Co. Ltd's ( NYSE: TSM ) largest customer. Nvidia chief Jensen Huang confirmed the change publicly for the first time during a recent podcast. I expect this shift to have profound implications for TSM growth and also valuation, for reasons detailed next. TSM top customers TSM stock: growth outlook in the AI era To start, I expect the transition to help TSM to further decouple from the seasonal volatility of the iPhone cycle. Instead, its future growth will be re-anchored in the infrastructure of art...
(RTTNews) - First Quantum Minerals Ltd. (FM.TO), Thursday announced full year 2025 financial results, reporting a net loss of $28 million, or $0.03 per share, attributable to shareholders of the company, compared with a net profit of $2 million, or $0.00 per share, last year.
(RTTNews) - First Quantum Minerals Ltd. (FM.TO), Thursday announced full year 2025 financial results, reporting a net loss of $28 million, or $0.03 per share, attributable to shareholders of the company, compared with a net profit of $2 million, or $0.00 per share, last year.
In trading on Thursday, shares of Bruker Corp (Symbol: BRKR) crossed below their 200 day moving average of $40.13, changing hands as low as $36.55 per share. Bruker Corp shares are currently trading off about 10.3% on the day. The chart below shows the one year performance of
In trading on Thursday, shares of Bruker Corp (Symbol: BRKR) crossed below their 200 day moving average of $40.13, changing hands as low as $36.55 per share. Bruker Corp shares are currently trading off about 10.3% on the day. The chart below shows the one year performance of
In trading on Thursday, shares of Crocs Inc (Symbol: CROX) crossed above their 200 day moving average of $90.85, changing hands as high as $100.99 per share. Crocs Inc shares are currently trading up about 19.9% on the day. The chart below shows the one year performance of CRO
In trading on Thursday, shares of Crocs Inc (Symbol: CROX) crossed above their 200 day moving average of $90.85, changing hands as high as $100.99 per share. Crocs Inc shares are currently trading up about 19.9% on the day. The chart below shows the one year performance of CRO
In this video, I will talk about billionaire investor Bill Ackman's new position in the Pershing Square Capital Management portfolio. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Feb. 11, 2026. The video was published on Feb. 11, 2026. Continue reading
In this video, I will talk about billionaire investor Bill Ackman's new position in the Pershing Square Capital Management portfolio. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Feb. 11, 2026. The video was published on Feb. 11, 2026. Continue reading