Disney (DIS) Shares in Disney fell 7% in pre-market trading after the company reported earnings that beat forecasts but issued a cautious outlook for short-term growth in its theme-park segment. The media and entertainment group on Monday reported net income of $2.4bn (£1.75bn), or $1.34 per share, on revenue of $26bn in the fiscal first quarter. Adjusted earnings of $1.63 per share came in ahead ...
Disney (DIS) Shares in Disney fell 7% in pre-market trading after the company reported earnings that beat forecasts but issued a cautious outlook for short-term growth in its theme-park segment. The media and entertainment group on Monday reported net income of $2.4bn (£1.75bn), or $1.34 per share, on revenue of $26bn in the fiscal first quarter. Adjusted earnings of $1.63 per share came in ahead of Wall Street expectations. Revenue from Disney’s streaming business rose 11% during the quarter, while its film studios benefited from a series of holiday season hits, including Avatar: Fire and Ash and Zootopia 2. The company said higher marketing costs for new releases offset some of the increase in theatrical revenue. Disney said it expected to deliver double digit earnings growth and repurchase $7bn of its own shares in 2026. Its Experiences division, which includes theme parks and resorts, posted record quarterly revenue of $10bn. Read more: FTSE 100 LIVE: Markets lifted as mining stocks gain on precious metals rollercoaster US parks, including Disney World, recorded 8% growth in operating income in the quarter ended December 31, with attendance rising 1% and per capita spending up 4%. The cruises business also performed strongly, helped by higher passenger numbers and the addition of a new ship, the Disney Destiny – the seventh in the group’s fleet. Despite the strong performance, Disney warned that operating income at its parks and cruises division could see “modest” growth in the current quarter, citing unfavourable factors including weaker demand from foreign tourists at US parks. Palantir (PLTR) Shares in Palantir rose more than 10% in pre market trading after the data analytics group beat Wall Street estimates for the fourth quarter, as demand surged for its artificial intelligence software from businesses and the US government. Revenue increased 70% from $827.5m a year earlier. For the full fiscal year, sales at the Denver-based company totalled $4.48bn. US re...
Disney (DIS) Shares in Disney fell 7% in pre-market trading after the company reported earnings that beat forecasts but issued a cautious outlook for short-term growth in its theme-park segment. The media and entertainment group on Monday reported net income of $2.4bn (£1.75bn), or $1.34 per share, on revenue of $26bn in the fiscal first quarter. Adjusted earnings of $1.63 per share came in ahead ...
Disney (DIS) Shares in Disney fell 7% in pre-market trading after the company reported earnings that beat forecasts but issued a cautious outlook for short-term growth in its theme-park segment. The media and entertainment group on Monday reported net income of $2.4bn (£1.75bn), or $1.34 per share, on revenue of $26bn in the fiscal first quarter. Adjusted earnings of $1.63 per share came in ahead of Wall Street expectations. Revenue from Disney’s streaming business rose 11% during the quarter, while its film studios benefited from a series of holiday season hits, including Avatar: Fire and Ash and Zootopia 2. The company said higher marketing costs for new releases offset some of the increase in theatrical revenue. Disney said it expected to deliver double digit earnings growth and repurchase $7bn of its own shares in 2026. Its Experiences division, which includes theme parks and resorts, posted record quarterly revenue of $10bn. Read more: FTSE 100 LIVE: Markets lifted as mining stocks gain on precious metals rollercoaster US parks, including Disney World, recorded 8% growth in operating income in the quarter ended December 31, with attendance rising 1% and per capita spending up 4%. The cruises business also performed strongly, helped by higher passenger numbers and the addition of a new ship, the Disney Destiny – the seventh in the group’s fleet. Despite the strong performance, Disney warned that operating income at its parks and cruises division could see “modest” growth in the current quarter, citing unfavourable factors including weaker demand from foreign tourists at US parks. Palantir (PLTR) Shares in Palantir rose more than 10% in pre market trading after the data analytics group beat Wall Street estimates for the fourth quarter, as demand surged for its artificial intelligence software from businesses and the US government. Revenue increased 70% from $827.5m a year earlier. For the full fiscal year, sales at the Denver-based company totalled $4.48bn. US re...
Tankers moving crude from the Middle East to China have charged the highest fees in two months this week, after nervousness over Iran tensions combined with tight vessel supply to drive up prices. The daily earnings of a vessel on the benchmark TD3C route gained 5.1% on Monday to nearly $129,000 per day, the highest since late November, according to data published by the Baltic Exchange. The jump ...
Tankers moving crude from the Middle East to China have charged the highest fees in two months this week, after nervousness over Iran tensions combined with tight vessel supply to drive up prices. The daily earnings of a vessel on the benchmark TD3C route gained 5.1% on Monday to nearly $129,000 per day, the highest since late November, according to data published by the Baltic Exchange. The jump comes after a 61.6% surge on Friday, as fears of a possible US-led military action against the Islamic Republic intensified. On the day, reports of Iran considering live-firing exercises spooked markets, while Bloomberg News reported that Greece, home to the world’s largest tanker fleet, had warned ships to stay away from Iran’s coast when moving through the Strait of Hormuz. Recent purchases by owners such as Sinokor Merchant Marine, with its acquisition of nearly 30 mid-aged vessels, tightened the supply of tankers available for near-term charters, said Wanying Zhang, freight analyst with the ship-tracking platform Vortexa. “With fewer vessels available for immediate hire, the remaining independent shipowners have gained significant pricing power,” she said. Last week’s speculations about escalating tensions between Iran and the US prompted a rush from charterers to secure vessels ahead of any potential supply disruption, shipbrokers said. Owners responded by rising their rates. As a result, the global Worldscale index, which captures the cost of transporting oil through a complex analysis of freight routes, jumped from 105 to 140 on Friday due to disruptions affecting the TD3C route, brokers said. Concerns over Middle East developments may fade and take the steam off the rally, brokers added. On Tuesday, US President Donald Trump suggested that he was open to talks with Iran in the coming days, a sign that the US and the Islamic Republic may be stepping back from the brink of conflict. The possibility of easing tensions prompted a slide in prices of crude futures this we...
France’s political upheaval was expected to hit domestic stocks the most. In a counter-intuitive twist, they’ve turned into big winners as exporters were hobbled by the threat of US tariffs, a sluggish recovery in China and a stronger euro. A Goldman Sachs Group Inc. basket of sectors exposed to the French economy has surged more than 30% since President Emmanuel Macron called snap elections in Ju...
France’s political upheaval was expected to hit domestic stocks the most. In a counter-intuitive twist, they’ve turned into big winners as exporters were hobbled by the threat of US tariffs, a sluggish recovery in China and a stronger euro. A Goldman Sachs Group Inc. basket of sectors exposed to the French economy has surged more than 30% since President Emmanuel Macron called snap elections in June 2024. That’s beaten the blue-chip CAC 40 ’s 2.8% advance, and even outperformed the pan-European Stoxx 600 Index . It’s a performance few were betting on after Macron’s announcement unleashed political uncertainty that led to four prime ministers in less than two years. Banks, utilities and telecoms had been touted as potential laggards, while a resilient global economy was expected to boost the likes of LVMH and Sanofi SA . However, Goldman’s basket of internationally exposed stocks is down 10% over the period. “Investors who were expecting European exporters to rebound in 2026 might have to consider carefully their strategy,” said Barclays Plc strategist Emmanuel Cau . “One was expecting a rotation from domestic players to exporters, but actually this rotation hasn’t taken place yet.” That preference for domestic equities in Europe goes beyond just France. The euro’s 14% surge against the dollar since the end of 2024 has made exporters less attractive as it’s crimped the value of their overseas business. Domestic stocks have also benefited from low interest rates and major government spending plans. By contrast, trade uncertainty sparked by policy whiplash in Washington has penalized exporters. And for French consumer stocks — which make up about 24% of the CAC 40 benchmark — a delayed rebound in China has been a major drag. The country is a big market particularly for luxury good makers such as LVMH and Hermes International SCA . LVMH’s underwhelming earnings last week sparked further doubt over a turnaround for the sector, especially for leather goods and spirits. An...
Gratus Wealth Advisors LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 11.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 61,588 shares of the computer hardware maker's stock after purchasing an additional 6,289 shares during the period. NVIDIA comprises about 1.6%...
Gratus Wealth Advisors LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 11.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 61,588 shares of the computer hardware maker's stock after purchasing an additional 6,289 shares during the period. NVIDIA comprises about 1.6% of Gratus Wealth Advisors LLC's portfolio, making the stock its 17th largest holding. Gratus Wealth Advisors LLC's holdings in NVIDIA were worth $11,491,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its position in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG increased its position in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after buying an additional 22,929 shares during the period. Highview Capital Management LLC DE lifted its stake in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC boosted its holdings in shares of NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after acquiring an additional 11,900 shares during the period. Finally, Wealth Group Ltd. grew its position in shares of NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after acquirin...
Adani Enterprises Ltd. reported the highest quarterly profit on record, purely on the back of a one-time gain on its exit from a joint venture. Net income at the firm controlled by billionaire Gautam Adani came in at 56.3 billion rupees ($625 million) for the three months ended Dec. 31, according to an exchange filing Tuesday. While the Adani Group flagship doesn’t have enough estimate to compile ...
Adani Enterprises Ltd. reported the highest quarterly profit on record, purely on the back of a one-time gain on its exit from a joint venture. Net income at the firm controlled by billionaire Gautam Adani came in at 56.3 billion rupees ($625 million) for the three months ended Dec. 31, according to an exchange filing Tuesday. While the Adani Group flagship doesn’t have enough estimate to compile a reliable consensus, the profit was a big jump from the 578.3 million rupees it reported a year ago. That performance was on account of an exceptional gain of 56.3 billion rupees from the sale of its stake in AWL Agri Business Ltd. Revenue rose 8.6% to 248.2 billion rupees, while costs climbed 5.5% to 241.8 billion rupees, the filing showed. The company’s shares were trading 10.5% higher in Mumbai, tracking gains in the broader market after a surprise trade deal between India and the US. Although higher profit strengthens the conglomerate’s ability to revive capital spending and fundraising to move past recent setbacks, the latest earnings underscore how Adani is increasingly leaning on divestments to bolster its bottomline. The company had already booked gains from the transaction in two preceding quarters in the 2025 calendar year, as the flagship unit prunes non-core assets. Other key numbers from the earnings report: Integrated resources management revenue declined 22% to 69.62 billion rupees Mining revenue rose 16% to 9.68 billion rupees New energy ecosystem revenue gained 11% to 31.24 billion rupees Airport revenue surged 32% to 38.42 billion rupees
Stock Market Today: S&P 500 eyes fresh record as Dow and Nasdaq also called higher; Palantir rises after earnings; gold and silver rebound; AMD results on tap. MarketWatch
Stock Market Today: S&P 500 eyes fresh record as Dow and Nasdaq also called higher; Palantir rises after earnings; gold and silver rebound; AMD results on tap. MarketWatch
JHVEPhoto Teradyne ( TER ) stock price surged about 20% on Tuesday during pre-market trade as the automated test equipment maker beat earnings expectations and issued Q1 2026 guidance above consensus. Q4 revenue reached $1.08B, up 44% Y/Y, with Semiconductor Test at $883M, Product Test at $110M, and Robotics at $89M. GAAP net income was $257.2M ($1.63 per share), while non-GAAP net income hit $283...
JHVEPhoto Teradyne ( TER ) stock price surged about 20% on Tuesday during pre-market trade as the automated test equipment maker beat earnings expectations and issued Q1 2026 guidance above consensus. Q4 revenue reached $1.08B, up 44% Y/Y, with Semiconductor Test at $883M, Product Test at $110M, and Robotics at $89M. GAAP net income was $257.2M ($1.63 per share), while non-GAAP net income hit $283M ($1.80 per share), beating analyst expectations fueled by AI in compute, networking, and memory. "Across all of our business groups – Semi Test , Product Test, and Robotics – we experienced sequential growth, and at the company level we achieved 13% growth in 2025,” said Teradyne CEO, Greg Smith. “In 2026, we expect year-over-year growth across all of our businesses, with strong momentum in compute driven by AI.” For Q1, Teradyne ( TER ) expects revenue of $1.15B to $1.25B ( consensus at $966.57M ) with GAAP net income of $1.82 to $2.19 per diluted share and non-GAAP net income of $1.89 to $2.25 per share (consensus at $1.28). The stock gets a quant rating of Hold, with the highest quant ratings given to momentum and profitability. Seeking Alpha analyst Michael Del Monte wrote : " As for the semiconductor test equipment market, Teradyne may be well positioned to realize strong tailwinds in the memory business as HBM testing adds certain complexities across wafer and final testing. Accordingly, Teradyne participates in roughly 50% of the HBM market and may expand its market share through the recent release of its Magnum 7H , which was designed to support the test needs of HBM3E and HBM4 as well as the ability to upgrade to test HBM4E and HBM5. Teradyne began volume shipments in q3’25 . " Seeking Alpha analyst Green Mage Capital: "Management targets $8–9.50 EPS by 2028 ; at a 25x multiple, TER appears fairly valued now but offers asymmetric upside if blue-sky catalysts materialize." More on Teradyne Teradyne: The Market Is Ignoring The Cyclicality Of Its Business Teradyne H...
deepblue4you/iStock via Getty Images Healthy credit quality and ample capital make large Indian lenders adequately prepared to transition to the expected credit loss-based provisioning framework due in a little over one year. Bad loans at most Indian banks have declined, bringing the aggregate nonperforming assets (NPA) ratio in the industry to its lowest level in a decade, as the Reserve Bank of ...
deepblue4you/iStock via Getty Images Healthy credit quality and ample capital make large Indian lenders adequately prepared to transition to the expected credit loss-based provisioning framework due in a little over one year. Bad loans at most Indian banks have declined, bringing the aggregate nonperforming assets (NPA) ratio in the industry to its lowest level in a decade, as the Reserve Bank of India tightened regulatory oversight in recent years to require banks to improve asset quality and strengthen balance sheets . Capital buffers remain above regulatory requirements, and provisions already cover three quarters of potential stress scenarios. In October 2025, India's central bank announced several credit reforms to "enhance credit risk management practices [and] promote better comparability of reported financials across institutions." The measures include a proposal to implement the expected credit loss (ECL)-based framework in a phased manner, starting in April 1, 2027. "This proposed change is more cultural, as it compels banks to anticipate risk rather than react to it — strengthening resilience and aligning India's financial ecosystem with global standards, namely, IFRS 9," said Arun Sundar, associate partner at MGC Global Risk Advisory. "While the transition may temporarily elevate provisioning and capital requirements, it ultimately promises a more stable, transparent and risk-aware banking system." Forward looking The ECL methodology introduces forward-looking provisioning, unlike the current system that requires Indian banks to provide for loans only after they become nonperforming. The new rules will comply with the recommendations of the International Accounting Standards Board (IASB), which require banks to estimate the expected loss on a loan over its lifetime instead of waiting for a default before setting funds aside. India is now behind most economies in Asia-Pacific that have already implemented the ECL framework under IASB's IFRS 9 financial in...
Washington Trust Bank lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 261,659 shares of the iPhone maker's stock after selling 12,414 shares during the quarter. Apple makes up 4.9% of Washington Trust Ba...
Washington Trust Bank lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 261,659 shares of the iPhone maker's stock after selling 12,414 shares during the quarter. Apple makes up 4.9% of Washington Trust Bank's investment portfolio, making the stock its 5th largest holding. Washington Trust Bank's holdings in Apple were worth $66,626,000 as of its most recent SEC filing. Get Apple alerts: Sign Up A number of other hedge funds have also made changes to their positions in AAPL. ROSS JOHNSON & Associates LLC increased its stake in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management acquired a new position in Apple in the 4th quarter worth about $65,000. Morgan Dempsey Capital Management LLC raised its stake in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after purchasing an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC purchased a new stake in shares of Apple during the 1st quarter worth about $99,000. 67.73% of the stock is owned by hedge funds and other institutional investors. Apple Trading Up 4.1% Apple stock opened at $270.05 on Tuesday. The business has a 50 day moving average price of $268.26 and a two-hundred day moving average price of $252.43. The company has a quick ratio of 0.94, a current ratio of 0.97 and a deb...
SweetBunFactory Shares of Rambus Inc. (RMBC) fell over 15% in premarket trading on Tuesday after the company’s quarterly report, which highlighted ongoing market supply constraints, particularly in memory, that could limit its ability to meet customer demand. The global semiconductor company said a one-time supply chain disruption, outlined in its Q1 outlook, will weigh on product revenue in the q...
SweetBunFactory Shares of Rambus Inc. (RMBC) fell over 15% in premarket trading on Tuesday after the company’s quarterly report, which highlighted ongoing market supply constraints, particularly in memory, that could limit its ability to meet customer demand. The global semiconductor company said a one-time supply chain disruption, outlined in its Q1 outlook, will weigh on product revenue in the quarter. As such, guidance for Q1 2026 revenue and earnings per share is lower than the previous quarter's outlook, reflecting the supply chain disruption. "The issue is being resolved in collaboration with our supply chain partners, and we expect our product business to return to strong growth in the second quarter, fueled by market share gains and the continued ramp of new products. I am confident in our long-term trajectory for 2026 and beyond," CEO Luc Seraphin said on the conference call. Analyst Kevin Cassidy of Rosenblatt asked for more detail on the revenue impact, and CFO Desmond Lynch said the one-time supply chain issue impact "would probably have been around low double-digit million impact in what's already a seasonally soft quarter." Rambus closed 2025 with record revenue, earnings, and cash generation, driven by strong execution in DDR5 and new product areas. The stock carries a Hold rating from Seeking Alpha’s Quant model , even as Wall Street analysts rate it a Strong Buy. More on Rambus Rambus Inc. 2025 Q4 - Results - Earnings Call Presentation Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript Rambus Q4 Preview: Further Tailwinds To Come, Keep Holding It Rambus outlines 2026 growth strategy, targeting faster-than-market expansion after supply chain resolution Rambus Non-GAAP EPS of $0.68, revenue of $190.2M
(RTTNews) - SoftBank Corp. (9984.T) said, SAIMEMORY, its subsidiary based in Tokyo, has signed a collaborative agreement with Intel to advance the commercialization of Z-Angle Memory, a next-generation memory technology. By utilizing ZAM memory technology, SAIMEMORY and Intel will work together to enable high-capacity and high-bandwidth data processing, enhanced processing performance and reduced ...
(RTTNews) - SoftBank Corp. (9984.T) said, SAIMEMORY, its subsidiary based in Tokyo, has signed a collaborative agreement with Intel to advance the commercialization of Z-Angle Memory, a next-generation memory technology. By utilizing ZAM memory technology, SAIMEMORY and Intel will work together to enable high-capacity and high-bandwidth data processing, enhanced processing performance and reduced power consumption in data centers and other environments that require the training and inference of large-scale AI models. SAIMEMORY will conduct research and development on memory architectures and manufacturing technologies with an aim to create prototypes in fiscal 2027, and achieve commercialization in fiscal 2029. SoftBank is currently trading at 4,300 yen, up 5.13%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.