Noppharat Tanjamras /iStock via Getty Images By Jan Frederik Slijkerman , Senior Sector Strategist, TMT We've seen numerous significant M&A transactions lately. In the UK, Vodafone UK ( VOD ) has merged with Three UK, creating a dominant player in the British mobile market. At the end of 2025, MasOrange became fully owned by Orange and is now a strong competitor to Telefonica in Spain. A few small...
Noppharat Tanjamras /iStock via Getty Images By Jan Frederik Slijkerman , Senior Sector Strategist, TMT We've seen numerous significant M&A transactions lately. In the UK, Vodafone UK ( VOD ) has merged with Three UK, creating a dominant player in the British mobile market. At the end of 2025, MasOrange became fully owned by Orange and is now a strong competitor to Telefonica in Spain. A few smaller transactions have also taken place. German company 1&1 AG ( OAODF ) has acquired Versatel, Liberty Global ( LBTYA ) has sold UPC Slovakia, and Digi and Vodafone Romania have bought OTE’s Romanian mobile business. The Italian telecom market has been dynamic, too. Poste Italiane ( PITAF ) became Telecom Italia’s ( TIAOF ) largest shareholder, buying shares from CDP and Vivendi ( VVVNF ), while Telecom Italia has sold its submarine cable unit Sparkle to a consortium. This transaction is expected to close in March 2026. 2025 was the year that Swisscom’s Fastweb started its integration of Vodafone Italia, following the legal merger on 31 December 2024. We see scope for further consolidation in 2026 in Italy, as discussed below. The top countries with potential for consolidation The idea that Europe has too many telecom operators compared to the US makes sense. However, given the fragmented regulatory landscape along national lines, we see limited scope for pan-European mergers. While there are limited benefits to pan-European mergers, we believe that there continues to be a rationale for domestic consolidation. Let’s evaluate the potential for domestic consolidation in France, Italy, Spain and Germany. We think consolidation in Spain and Germany is challenging, especially from a regulatory standpoint. There is a small possibility, in our view, that one of the three largest mobile network operators would buy a smaller mobile virtual network operator (MVNO) or the fourth-largest mobile network operator (MNO), but it is key that the wholesale market remains competitive, as compe...
Key Points Ryan Cohen got involved in GameStop before its 2021 run. The company made Cohen CEO in 2023, and he has taken several actions to improve GameStop's operations. Now, GameStop's board of directors is hoping to incentivize Cohen to 10x the stock. 10 stocks we like better than GameStop › Recently, Tesla shareholders approved an enormous, potentially $1 trillion pay package for CEO Elon Musk...
Key Points Ryan Cohen got involved in GameStop before its 2021 run. The company made Cohen CEO in 2023, and he has taken several actions to improve GameStop's operations. Now, GameStop's board of directors is hoping to incentivize Cohen to 10x the stock. 10 stocks we like better than GameStop › Recently, Tesla shareholders approved an enormous, potentially $1 trillion pay package for CEO Elon Musk if the legendary entrepreneur can hit lofty financial goals set by Tesla's board of directors. GameStop (NYSE: GME) now appears to be taking a page from this playbook by announcing a potentially massive long-term performance award for CEO Ryan Cohen, who took over the company in late 2023. Under the plan, Cohen is not guaranteed any pay through salary, cash bonuses, or stock that vests over time. However, if Cohen can deliver strong growth, he could earn tens of billions of dollars. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The growth is based on hitting certain EBITDA (earnings before interest, taxes, depreciation, and amortization) and market cap thresholds, which will release tranches of the award. GameStop plans to grant Cohen stock options to buy over 171.5 million shares at the price of $20.66, which, if you do the math, is over $3.5 billion. For Cohen to obtain the entire award, GameStop must earn $10 billion in EBITDA and see its market cap rise to $100 billion. At that level, Cohen's award would be worth over $35 billion. Through the first nearly 10 months of 2025, GameStop had generated about $136 million of EBITDA. As of this writing, GameStop traded at about a $10.3 billion market cap. Portions of Cohen's incentive vest upon GameStop reaching certain thresholds. For instance, the first tranche, 10% of the award, will vest if GameStop reaches a $20 billion market cap and earns $2 billion in EBITDA. Shareholders still need to approve the plan at an upcoming special meetin...
(RTTNews) - Below are the earnings highlights for General Motors Company (GM): Earnings: -$1.725 billion in Q4 vs. $2.076 billion in the same period last year. EPS: -$1.64 in Q4 vs. $1.59 in the same period last year. Excluding items, General Motors Company reported adjusted earnings of $2.066 billion or $1.92 per share for the period. Analysts projected $1.84 per share Revenue: $47.702 billion in...
(RTTNews) - Below are the earnings highlights for General Motors Company (GM): Earnings: -$1.725 billion in Q4 vs. $2.076 billion in the same period last year. EPS: -$1.64 in Q4 vs. $1.59 in the same period last year. Excluding items, General Motors Company reported adjusted earnings of $2.066 billion or $1.92 per share for the period. Analysts projected $1.84 per share Revenue: $47.702 billion in Q4 vs. $42.980 billion in the same period last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
JetBlue Airways press release ( JBLU ): Q4 Non-GAAP EPS of -$0.49 misses by $0.03 . Revenue of $2.24B (-1.8% Y/Y) beats by $20M . Capacity decreased by 1.6% year-over-year. Operating revenue per available seat mile ("RASM") increased 0.2% year-over-year, better than guidance range of a decrease of 4.0% to flat, driven by underlying demand strength, coupled with loyalty, ancillaries, and other reve...
JetBlue Airways press release ( JBLU ): Q4 Non-GAAP EPS of -$0.49 misses by $0.03 . Revenue of $2.24B (-1.8% Y/Y) beats by $20M . Capacity decreased by 1.6% year-over-year. Operating revenue per available seat mile ("RASM") increased 0.2% year-over-year, better than guidance range of a decrease of 4.0% to flat, driven by underlying demand strength, coupled with loyalty, ancillaries, and other revenue exceeding expectations. Operating expense per available seat mile ("CASM") for the fourth quarter of 2025 increased 5.4% year-over-year. Operating expense per available seat mile, excluding fuel, other non-airline operating expenses, and special items ("CASM ex-Fuel") (2) for the fourth quarter of 2025 increased 6.7% year-over-year. Average fuel price in the fourth quarter of 2025 of $2.51 per gallon. Capital expenditures, including predelivery deposits, in the fourth quarter totaled $345 million. Ended the quarter with $2.5 billion of liquidity, or ~27% of trailing twelve-month revenue, excluding our $600 million revolving credit facility. JetForward Continues Driving Results, On-Track to Deliver $850 - $950 Million Target for 2027. JetForward is targeting $310 million of additional incremental EBIT in 2026, which will keep JetBlue on track to deliver $850 to $950 million of incremental EBIT for 2027. Outlook "In 2025, our team stayed focused on what we could control, adjusting capacity, managing costs, and continuing to execute JetForward despite a challenging backdrop,” said Ursula Hurley, JetBlue’s chief financial officer. "Delivering meaningful incremental JetForward EBIT while holding unit costs within our original expectations demonstrates the discipline we are building across the business." First Quarter and Full Year 2026 Outlook Estimated 1Q 2026 Estimated FY 2026 Available Seat Miles ("ASMs") Year-Over-Year 0.5% - 3.5% 2.5% - 4.5% RASM Year-Over-Year 0.0% - 4.0% 2.0% - 5.0% CASM Ex-Fuel (2) Year-Over-Year 3.5% - 5.5% 1.0% - 3.0% Fuel Price per Gallon (4), (5)...
The Philippines Renewable Energy Market is projected for substantial growth, expanding from 14.45 gigawatts in 2026 to 34.37 gigawatts by 2031, driven by policy mandates, declining solar and wind costs, and a strategic moratorium on new coal plants. Key developments include ACEN's 600 MW solar farm and Solar Philippines' 3.5 GW Terra Solar complex, which are attracting significant capital and firs...
The Philippines Renewable Energy Market is projected for substantial growth, expanding from 14.45 gigawatts in 2026 to 34.37 gigawatts by 2031, driven by policy mandates, declining solar and wind costs, and a strategic moratorium on new coal plants. Key developments include ACEN's 600 MW solar farm and Solar Philippines' 3.5 GW Terra Solar complex, which are attracting significant capital and first-mover advantages. The increase in Renewable Portfolio Standards and the Green Energy Auction Program are central to meeting these ambitious targets, while corporate power-purchase agreements gain traction amid rising retail tariffs. Challenges remain, such as grid congestion and transmission delays, but regulatory improvements and technological advancements continue to enhance the market environment for renewable investments. Aboitiz Power last closed at ₱43.40 down 2.3%. Elsewhere in the market, United Microelectronics was trading firmly up 10% and finishing the session at NT$76.20. In the meantime, Adani Green Energy lagged, down 14.5% to end the day at ₹772.80, hovering around its 52-week low. Aboitiz Power's strategic expansion into renewables and battery storage aims to stabilize earnings while capitalizing on rising demand. Click here to learn more about Aboitiz Power's growth potential. In our Market Insights article, "How to invest when commodity prices get messy," we explored crucial implications of commodities on the energy transition—get in fast to grasp these essential insights. Best Energy Transition Stocks Chevron ended the day at $167.50 up 0.5%, near its 52-week high. Equinor closed at NOK249.00 down 0.3%. Tesla finished trading at $435.20 down 3.1%. Next Steps This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take a...
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Preeti Soni , Bloomberg’s Asia Metals and Mining Reporter in Delhi, filling in for Menaka. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today we look at India’s oil challenge, and t...
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Preeti Soni , Bloomberg’s Asia Metals and Mining Reporter in Delhi, filling in for Menaka. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today we look at India’s oil challenge, and the second order effects of record gold prices. Oil’s Not Well This is an exciting week for India: earlier today we clinched a major trade deal with the European Union — a rebuff for Trump — and over the next few days, the oil world will be closely watching the Narendra Modi government’s stance on its energy strategy. India Energy Week — the country’s flagship oil-and-gas conference — kicked off in Goa this morning as New Delhi faces yet another test from the Trump administration on its purchase of Russian crude. I asked my colleague and Bloomberg’s Asia Oil Trading Reporter, Rakesh Sharma , who is at the event, for his take on what is at stake for us. This is what he had to say: Traders, diplomats and policymakers will be listening closely — not just to what India says on stage, but also to what it leaves unsaid. Donald Trump’s retaliatory tariffs prompted India to reduce its purchases of Moscow’s discounted crude, which the US president said was helping fuel Russia’s war machine in Ukraine. Tanker-tracking data show imports are now at their lowest level in months despite a steep discount of $8 a barrel still in place. Some observers think Trump, with his threats of penalties as high as 500% for buyers of Russian oil, won that battle. Not quite. India’s top refiners — Reliance, Indian Oil and Bharat Petroleum — are still buying from non-sanctioned Russian suppliers, probing foreign powers’ boundaries and their willingness to make exceptions. The stakes are high for the world’s third-largest oil importer, which buys about five million barrels of crude a day. Costing roughly ...
Holding down a job in retirement could lead to more Social Security -- or less. By the time a lot of people are ready to start collecting Social Security, they've made the decision that they're done being a part of the workforce. But sometimes, things change. You may retire and manage OK for a few years only to realize money is tight. And if so, you may decide to go back to work after claiming Soc...
Holding down a job in retirement could lead to more Social Security -- or less. By the time a lot of people are ready to start collecting Social Security, they've made the decision that they're done being a part of the workforce. But sometimes, things change. You may retire and manage OK for a few years only to realize money is tight. And if so, you may decide to go back to work after claiming Social Security. The good news is that working while receiving Social Security benefits is absolutely allowed. But you should know that while doing so could lead to larger monthly checks in the future, it could also lead to withheld benefits in the near term. Why your benefits might increase Social Security's benefits formula takes your 35 highest-paid years of earnings into account when calculating the monthly payments you're eligible for. But if you don't have a full 35-year work history, you'll have a $0 factored into that formula for each year you're missing an income. If you work after signing up for Social Security, those wages will count toward your earnings history, and they could replace one or more years of zero income. So once the Social Security Administration is able to recalculate your benefits based on your newly earned wages, your monthly payments could increase. Why your benefits might decrease temporarily In some cases, working while receiving Social Security could cause you to lose out on benefits in the near term. You run this risk if you have not yet reached your full retirement age for Social Security, which is 67 if you were born in 1960 or later. If you work while collecting Social Security before full retirement age, you'll be subject to an earnings test. And exceeding its limit could mean having some of your Social Security benefits withheld. In 2026, you can earn up to $24,480 without having any Social Security withheld. From there, you'll have $1 in benefits withheld per $2 of excess earnings. If you'll be reaching full retirement age in 2026, you c...
As the U.S. stock market kicks off a significant week with major tech earnings, the S&P 500 and Dow are poised near record highs despite recent geopolitical tensions and economic uncertainties. In such an environment, growth companies with substantial insider ownership can be particularly appealing, as insiders' confidence in their firms often signals potential resilience and long-term value amids...
As the U.S. stock market kicks off a significant week with major tech earnings, the S&P 500 and Dow are poised near record highs despite recent geopolitical tensions and economic uncertainties. In such an environment, growth companies with substantial insider ownership can be particularly appealing, as insiders' confidence in their firms often signals potential resilience and long-term value amidst fluctuating market conditions. Top 10 Growth Companies With High Insider Ownership In The United States Name Insider Ownership Earnings Growth Super Micro Computer (SMCI) 13.9% 50.7% StubHub Holdings (STUB) 25.1% 59% SES AI (SES) 12% 68.9% Prairie Operating (PROP) 32.2% 85.6% Niu Technologies (NIU) 37.2% 101.1% Karman Holdings (KRMN) 17.3% 62% GBank Financial Holdings (GBFH) 28.9% 46.2% Corcept Therapeutics (CORT) 11.5% 43.7% Bitdeer Technologies Group (BTDR) 33.4% 136.7% Astera Labs (ALAB) 10.5% 28.8% Click here to see the full list of 203 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's explore several standout options from the results in the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Amer Sports, Inc. is a company that designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories across various global regions with a market cap of approximately $20.92 billion. Operations: The company's revenue segments are comprised of Technical Apparel at $2.60 billion, Outdoor Performance at $2.23 billion, and Ball & Racquet Sports at $1.27 billion. Insider Ownership: 18% Revenue Growth Forecast: 13.2% p.a. Amer Sports demonstrates strong growth prospects with expected annual earnings growth of 24.6%, surpassing the US market average. Despite slower revenue growth at 13.2% annually, it remains above the market rate. Recent financials show significant improvement, with third-quarter sales reaching US$1.76 billion and net income at US$143.1 million, reflecting robust performance compared to ...
Kimberly-Clark press release ( KMB ): Q4 Non-GAAP EPS of $1.86 beats by $0.05 . Revenue of $4.08B (-0.5% Y/Y) misses by $10M, with organic sales growth of 2.1 percent. Adjusted operating profit was $629 million, up 13.1 percent versus the prior year. On an adjusted basis, the effective rate was 23.1 percent, compared to 26.8 percent in the prior year. Cash provided by operations was $2.8 billion c...
Kimberly-Clark press release ( KMB ): Q4 Non-GAAP EPS of $1.86 beats by $0.05 . Revenue of $4.08B (-0.5% Y/Y) misses by $10M, with organic sales growth of 2.1 percent. Adjusted operating profit was $629 million, up 13.1 percent versus the prior year. On an adjusted basis, the effective rate was 23.1 percent, compared to 26.8 percent in the prior year. Cash provided by operations was $2.8 billion compared to $3.2 billion last year, while capital spending was $1.1 billion compared to $721 million last year. Outlook: Reported Net Sales are forecast to reflect a negative impact of 50 basis points from the exit of the company's private label diaper business in the US with no meaningful impact from currency translation. Adjusted Operating Profit is expected to grow at a mid-to-high single-digit rate on a constant-currency basis. Adjusted Earnings Per Share from Continuing Operations are expected to grow Double-Digit on a constant-currency basis ((vs. estimated growth of 2.27% Y/Y)) driven by approximately 30 percent increase in Income from Equity Companies versus 2025, expectations of flat net interest expense, an adjusted effective tax rate of approximately 23 percent, and average shares outstanding essentially unchanged versus 2025. Adjusted Earnings Per Share attributable to Kimberly-Clark are expected to be flat on a constant-currency basis reflecting a reduction in Income from Discontinued Operations in line with the expected close of the IFP transaction in mid-2026, the proceeds from which will be held to fund, in part, the Kenvue acquisition. Earnings Per Share are expected to be favorably impacted by currency translation of approximately 130 basis points. More on Kimberly-Clark Kimberly-Clark And Kenvue Merger: Great Value Based On Combined Financials Kimberly-Clark: Buy This Dividend Aristocrat While The Market Overreacts Kimberly-Clark's High-Stakes Bet Against The Significant Odds Of M&A Kimberly-Clark Q4 2025 Earnings Preview Earnings week ahead: TSLA, META, M...
(RTTNews) - Atlas Copco AB (ATLKY) announced a profit for fourth quarter that Dropped, from last year The company's bottom line totaled SEK6.627 billion, or SEK1.36 per share. This compares with SEK7.800 billion, or SEK1.60 per share, last year. The company's revenue for the period fell 7.0% to SEK42.782 billion from SEK45.988 billion last year. Atlas Copco AB earnings at a glance (GAAP) : -Earnin...
(RTTNews) - Atlas Copco AB (ATLKY) announced a profit for fourth quarter that Dropped, from last year The company's bottom line totaled SEK6.627 billion, or SEK1.36 per share. This compares with SEK7.800 billion, or SEK1.60 per share, last year. The company's revenue for the period fell 7.0% to SEK42.782 billion from SEK45.988 billion last year. Atlas Copco AB earnings at a glance (GAAP) : -Earnings: SEK6.627 Bln. vs. SEK7.800 Bln. last year. -EPS: SEK1.36 vs. SEK1.60 last year. -Revenue: SEK42.782 Bln vs. SEK45.988 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
What knocked trillions off of the value of the U.S. market was news that a Chinese AI company, DeepSeek, had nearly matched U.S. competitors that were spending fortunes on chips and electricity. As Heard on the Street columnist Dan Gallagher explained at the time, the reaction was excessive and DeepSeek’s claims seemed exaggerated. JPMorgan Asset Management says in a report that 42 AI-related comp...
What knocked trillions off of the value of the U.S. market was news that a Chinese AI company, DeepSeek, had nearly matched U.S. competitors that were spending fortunes on chips and electricity. As Heard on the Street columnist Dan Gallagher explained at the time, the reaction was excessive and DeepSeek’s claims seemed exaggerated. JPMorgan Asset Management says in a report that 42 AI-related companies have been responsible for between 65% and 75% of the S&P 500’s gains, earnings and capital spending since ChatGPT was launched in November 2022.
(RTTNews) - UPS (UPS) said, for the full year 2026, on a consolidated basis, it expects revenue to be approximately $89.7 billion and non-GAAP adjusted operating margin to be approximately 9.6%. The company is planning capital expenditures of about $3.0 billion and dividend payments of around $5.4 billion. For the fourth quarter, the company's bottom line totaled $1.791 billion, or $2.10 per share...
(RTTNews) - UPS (UPS) said, for the full year 2026, on a consolidated basis, it expects revenue to be approximately $89.7 billion and non-GAAP adjusted operating margin to be approximately 9.6%. The company is planning capital expenditures of about $3.0 billion and dividend payments of around $5.4 billion. For the fourth quarter, the company's bottom line totaled $1.791 billion, or $2.10 per share. This compares with $1.721 billion, or $2.01 per share, last year. UPS noted that for the fourth quarter of 2025, GAAP results included total charges of $238 million, or $0.28 per share, comprised of a non-cash, after-tax charge of $137 million due to a write-off of the company's MD-11 aircraft fleet and after-tax transformation charges of $101 million. Excluding items, United Parcel Service reported adjusted earnings of $2.029 billion or $2.38 per share for the period. Revenue fell 3.2% to $24.479 billion from $25.301 billion last year. The UPS Board has approved a first-quarter dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable March 5, 2026, to shareowners of record on February 17, 2026. In pre-market trading on NYSE, UPS shares are up 3.6 percent to $110.74. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.