Torsten Asmus/iStock via Getty Images The Charles Schwab Corporation ( SCHW ) met consensus expectations for its bottom line in the fourth quarter, but missed in terms of revenues. The company's strong earnings were driven by robust core net new asset migration trends as well as robust equity market performance throughout the quarter. According to Seeking Alpha, Charles Schwab met adjusted earning...
Torsten Asmus/iStock via Getty Images The Charles Schwab Corporation ( SCHW ) met consensus expectations for its bottom line in the fourth quarter, but missed in terms of revenues. The company's strong earnings were driven by robust core net new asset migration trends as well as robust equity market performance throughout the quarter. According to Seeking Alpha, Charles Schwab met adjusted earnings expectations of $1.39 per-share last week, although the broker missed top-line expectations by $56.1M. I like that Charles Schwab continued to grow its profit margins, attracted more client capital, and focused on returning more cash to shareholders, with total capital returns amounting to $11.8B in FY 2025. Shares have upside potential in a rising market, especially if high interest rates continue to benefit the firm's net interest revenue growth. Shares are attractively valued, in my opinion, and have about. Data by YCharts Previous rating I rated Charles Schwab a strong buy previously— High Platform Profitability —because I liked the consistently high margins that the brokerage published. Additionally, Charles Schwab was attractively valued last time I covered the shares, which made the decision to continue a strong buy an easy one. I continue to see Charles Schwab as a beneficiary of a continual stock market rally in 2026, which is set to benefit trading activity. This could easily happen, in my opinion, considering that AI-driven Capex spending trends in the important tech market are fully intact, which could drive the stock market to new highs this year. Charles Schwab has continual platform momentum The brokerage benefited from strong equity market performance in the fourth quarter, which lifted the stock market to new all-time highs in Q4, resulting in Charles Schwab publishing 19% year-over-year revenue growth. Net interest revenue increased 25% year-over-year to $3.2B for the brokerage mainly because of higher interest rates on client loans and margin balances, ...
Listen to the article 9 min This audio is auto-generated. Please let us know if you have feedback In 2026, retailers are placing bigger bets on agentic AI commerce — even at the risk of losing direct access to customers and control over their data. Just in the first month of 2026, Etsy, Target and Walmart have continued their move to bring merchandise offerings onto external platforms by partnerin...
Listen to the article 9 min This audio is auto-generated. Please let us know if you have feedback In 2026, retailers are placing bigger bets on agentic AI commerce — even at the risk of losing direct access to customers and control over their data. Just in the first month of 2026, Etsy, Target and Walmart have continued their move to bring merchandise offerings onto external platforms by partnering with Google’s Gemini and Microsoft’s Copilot. All three companies joined forces with OpenAI's ChatGPT last year to make products available for purchase on the platform. That's on top of the efforts by Amazon and Walmart to popularize the AI consumer-facing assistants they built, named Rufus and Sparky respectively. The rapid evolution of agentic AI — and the shift it poses to direct consumer access — is likely game changing for the retail industry. “I kind of think that this is going to shake up retail just like the internet did,” Kartik Hosanagar, marketing professor at the Wharton School of the University of Pennsylvania, told Retail Dive. Retail executives agree, as many took to the stage at the National Retail Federation’s 2026 Big Show in New York City earlier this month to discuss the impact of AI. Industry leaders like Ulta Beauty CEO Kecia Steelman and REI CEO Mary Beth Laughton told audiences at the event that AI will likely impact every aspect of the business. The argument for joining forces with the likes of ChatGPT and Gemini is that retailers want to meet their customers where they are. Walmart's incoming CEO John Furner emphasized the sentiment while speaking at NRF. AI-driven U.S. e-commerce traffic grew 758% year over year between Nov. 1 and Dec. 1, according to Adobe’s 2025 Holiday Shopping report. AI traffic to U.S. retail sites specifically on Cyber Monday increased 670%. “What we expect is that consumers will deepen their engagement,” Katherine Black, a partner at Kearney leading food, drug and mass market retail, told Retail Dive via email. “More cons...
The third wife of former Malaysian army chief Muhammad Hafizuddeain Jantan has been mocked on social media after arriving at court in a wheelchair to face money laundering charges linked to a military procurement scandal Salwani Anuar, 27, was first seen in a wheelchair on Thursday at a special corruption high court in Kuala Lumpur, where she and her 58-year-old husband were each charged with four...
The third wife of former Malaysian army chief Muhammad Hafizuddeain Jantan has been mocked on social media after arriving at court in a wheelchair to face money laundering charges linked to a military procurement scandal Salwani Anuar, 27, was first seen in a wheelchair on Thursday at a special corruption high court in Kuala Lumpur, where she and her 58-year-old husband were each charged with four counts under Malaysia’s anti-money-laundering law. Though Salwani initially walked to the court entrance, she later sat in a wheelchair pushed by a Malaysian Anti-Corruption Commission (MACC) officer. Advertisement Her lawyer, Fahmi Abd Moin, told the court she had an abscess on her thigh and asked for her to be allowed to remain seated in the dock due to her condition, according to a New Straits Times report. Salwani Anuar, wife of former Malaysian army chief Muhammad Hafizuddeain Jantan, arrives at the Kuala Lumpur Court in a wheelchair under escort by Malaysian Anti-Corruption Commission officers on January 22. Photo: EPA On Monday, she was wheeled in again, this time to a sessions court in Kuala Terengganu, where she was charged with receiving proceeds from illegal activities in the form of 5,000 ringgit (US$1,260) that was deposited into her bank account.
China’s BYD plans to boost sales outside its home market by 25% this year. BYD is pushing the pedal on international sales after becoming the world's top EV seller last year. Tesla might face greater competition from BYD in international markets, potentially in its stronghold, the European market. Tesla is set to report its Q4 results on Wednesday. Tesla, Inc. investors may want to pay close atten...
China’s BYD plans to boost sales outside its home market by 25% this year. BYD is pushing the pedal on international sales after becoming the world's top EV seller last year. Tesla might face greater competition from BYD in international markets, potentially in its stronghold, the European market. Tesla is set to report its Q4 results on Wednesday. Tesla, Inc. investors may want to pay close attention. China's BYD Co. is increasingly setting its sights on the U.S. EV maker's core markets. BYD is targeting a 25% increase in electric vehicle sales outside China this year, aiming to sell 1.3 million vehicles overseas, Bloomber reported over the weekend, citing comments from the company's general manager, Li Yunfei. Add Asianet Newsable as a Preferred Source Ironically, U.S. President Donald Trump's trade tariffs have accelerated BYD's international expansion, enabling the automaker to gain traction in markets such as Mexico. But the latest target underscores BYD's increasingly aggressive push to expand overseas sales — potentially encroaching on Tesla's strongholds such as Europe — as growth in the Chinese market sharply slows. BYD's momentum has been especially notable over the past year. In 2025, the company overtook Tesla to become the world's largest electric vehicle seller, delivering 4.6 million vehicles — a 7.7% increase from the prior year. By comparison, Tesla delivered 1.64 million vehicles, marking an 8.4% year-over-year decline. But, EV Markets Still In Doldrums To be sure, a global slowdown in the EV market — particularly in China — has weighed on both Tesla and BYD. The U.S. and China, the world’s largest EV markets, are phasing out tax subsidies and incentives even as competition among automakers intensifies. Tesla said it delivered 418,227 vehicles in the October-December quarter, down 15.6%, and below analysts’ expectations of 434,487 vehicles. In December, BYD reported 420,398 deliveries, down 18.3% year over year and marking the fourth straight month...
European Union plans to simplify bank rules must make future capital needs clear and avoid fixation on subordinated debt, a top watchdog said. The complexity of additional Tier 1 capital is one of the issues to tackle, “but I would not even put it high on the list,” Jose Manuel Campa , who leads the European Banking Authority, said in an interview. “The holistic view of giving clarity to the banks...
European Union plans to simplify bank rules must make future capital needs clear and avoid fixation on subordinated debt, a top watchdog said. The complexity of additional Tier 1 capital is one of the issues to tackle, “but I would not even put it high on the list,” Jose Manuel Campa , who leads the European Banking Authority, said in an interview. “The holistic view of giving clarity to the banks about how the capital requirements will evolve for them over time is more important.” Authorities across the EU are debating how to rework financial regulation in order to avoid putting lenders at a potential disadvantage to competitors in the US, where the Trump administration is cutting back on oversight. European bankers say that doesn’t go far enough and have sounded the alarm on a recent proposal on AT1 that they fear could raise their capital requirements. Read More: EU Bankers Prepare for Capital Buffer Overhaul to Disappoint Campa called AT1 “a very specific point of the banking sector that everyone seems to accuse of being extremely complex.” Visibility in Europe’s banking framework is impaired by the fact that it encompasses international standards as well as the EU’s own rules, Campa said. The European Commission, which drafts regulations for the bloc, is working on a major report on banking. “Those all interact,” Campa said. “The outcome is good in that we have a lot of resilience built into the banking sector. But there’s complexity. This issue about the AT1s is one small piece of that complexity.” Last month, the European Central Bank suggested tweaking the features of AT1 to make it better able to absorb losses. It said the bonds could also be excluded from banks’ main capital requirements, while cautioning that that would deviate from global practices. Read More: EU Bankers Prepare for Capital Buffer Overhaul to Disappoint One issue to tackle on AT1s are the rules on when banks have to cut coupons or staff bonuses, said Campa. Bankers have repeatedly told h...