This stock is a textbook example of hype getting too far ahead of reality. In principle, quantum computing is fascinating. This evolving new technology has the potential to handle certain unusual types of computations that are far beyond the capacities of even today's most powerful conventional supercomputers, and the results could lead to revolutionary breakthroughs in a host of existing industri...
This stock is a textbook example of hype getting too far ahead of reality. In principle, quantum computing is fascinating. This evolving new technology has the potential to handle certain unusual types of computations that are far beyond the capacities of even today's most powerful conventional supercomputers, and the results could lead to revolutionary breakthroughs in a host of existing industries. They could even create new ones. That potential has been evident in how quantum computing stocks have performed. Optimistic investors have bid up the share prices of a handful of emerging companies that are in the midst of trying to develop useful and commercially viable quantum computers. Among that group is D-Wave Quantum (QBTS +3.79%). It has been on a wild ride, with its share price ranging from $4 to $46 over the past year. Currently, the stock is hovering near the middle of that range. While some may find it tempting to buy the dip in light of how high D-Wave Quantum has traded in the past, I wouldn't touch the stock with a 10-foot pole. All hat and no cattle Opinions vary widely as to how large the quantum computing market could eventually become, especially given how nascent the technology is. At this point, quantum computers are primarily being used for research, in part because they are too error-prone to be useful for commercial purposes. That said, research from McKinsey & Company forecasts that the industry will be worth at $100 billion annually by 2035. There are an array of fundamentally different ways to create a quantum computer, and many of those differences relate to the methods by which the qubits that sit at the heart of the machines are created. But those aren't the only variants. D-Wave Quantum has been taking an unusual approach to the technology called quantum annealing -- a method that doesn't aim to deliver perfectly optimal solutions, but rather solutions that are extremely close to optimal. There are many categories of complex real-world pro...
The 2026 Design and Verification Conference and Exhibition (DVCon U.S.) has unveiled its program, focusing on the role of artificial intelligence (AI) in alleviating the verification bottleneck within electronic design. The event, set to occur from March 2-5 at the Hyatt Regency Santa Clara, will feature a panel discussion addressing whether AI could revolutionize the design verification process o...
The 2026 Design and Verification Conference and Exhibition (DVCon U.S.) has unveiled its program, focusing on the role of artificial intelligence (AI) in alleviating the verification bottleneck within electronic design. The event, set to occur from March 2-5 at the Hyatt Regency Santa Clara, will feature a panel discussion addressing whether AI could revolutionize the design verification process or if it may be merely another over-hyped technology. Attendees will have access to keynotes, workshops, and technical sessions, providing insights into the potential AI holds for transforming electronic design and verification. Highlighting the conference's significance, keynotes by industry leaders from Siemens EDA and NVIDIA will explore challenges and innovations in chip design amidst the rise of AI technologies. NVIDIA last closed at $188.52 up 1.1%. In other market news, Winbond Electronics was trading firmly up 10% and ending trading at NT$127.00. Meanwhile, Dosilicon softened, down 8.4% to end trading at CN¥140.33. Seize the opportunity with NVIDIA's innovative AI platforms before competitors catch up. Discover more about NVIDIA's transformative potential in our detailed narrative. In our previous Market Insights article, we explored the growing trend of AI companies turning to the bond market for financing, a critical shift impacting investment strategies—don't miss out on the full analysis. Best AI Chip Stocks Micron Technology closed at $410.24 up 5.4%, near its 52-week high. This week, Micron broke ground on a new advanced wafer fab in Singapore, marking a $24 billion investment to expand NAND and HBM production, creating around 3,000 jobs. Broadcom settled at $332.79 up 2.4%. Advanced Micro Devices closed at $252.03 up 0.3%. Turning Ideas Into Actions 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....
CGI press release ( GIB ): Q1 Non-GAAP EPS of C$2.12. Revenue of C$4.08B (+7.7% Y/Y). Bookings of C$4.47 billion, for a book-to-bill ratio of 109.5% or 110.4% on a trailing twelve month basis; and Backlog of C$31.32 billion or 1.9x annual revenue. More on CGI CGI Inc. 2025 Q4 - Results - Earnings Call Presentation CGI Inc. (GIB.A:CA) Q4 2025 Earnings Call Transcript CGI Q1 2026 Earnings Preview CG...
CGI press release ( GIB ): Q1 Non-GAAP EPS of C$2.12. Revenue of C$4.08B (+7.7% Y/Y). Bookings of C$4.47 billion, for a book-to-bill ratio of 109.5% or 110.4% on a trailing twelve month basis; and Backlog of C$31.32 billion or 1.9x annual revenue. More on CGI CGI Inc. 2025 Q4 - Results - Earnings Call Presentation CGI Inc. (GIB.A:CA) Q4 2025 Earnings Call Transcript CGI Q1 2026 Earnings Preview CGI, OpenAI partner to deploy AI solutions Seeking Alpha’s Quant Rating on CGI
Airports across Asia have been put on high alert after India confirmed two cases of the deadly Nipah virus in the state of West Bengal over the past month. Thailand, Nepal and Vietnam are among the countries screening airport arrivals over fears of an wider outbreak of the deadly virus, which spread from animals to humans and has a high fatality rate. The Indian health ministry has confirmed two c...
Airports across Asia have been put on high alert after India confirmed two cases of the deadly Nipah virus in the state of West Bengal over the past month. Thailand, Nepal and Vietnam are among the countries screening airport arrivals over fears of an wider outbreak of the deadly virus, which spread from animals to humans and has a high fatality rate. The Indian health ministry has confirmed two cases in the state of West Bengal since December but said there had been a “timely containment” of the virus. The government did not give details on the infected patients but said almost 200 close contacts had been tested and no further outbreaks had been detected. What is the Nipah virus and why is it so deadly? Nipah virus is primarily transmitted to humans from animals such as pigs and fruit bats, either by direct contact or through their secretions. It can incubate in the body for a period of four to 14 days. The initial symptoms of the virus are often high fever, nausea, vomiting, and respiratory problems, which can then develop into pneumonia. In severe cases it causes a dangerous swelling of the brain which can lead to neurological symptoms such as drowsiness and seizures. Once it is transferred to humans, it is highly contagious and seen as a high risk for epidemics by the World Health Organization because there is no vaccine. It has a high fatality rate of 40% to 75%, far deadlier than Covid-19. When were previous outbreaks? The disease was first identified in 1998 among pig farmers in Malaysia, when it killed more than 100 people. It was named after the village where it was discovered. Since then, outbreaks have been detected almost every year across Asia in countries including India, the Philippines, Singapore and Malaysia. It has routinely emerged in Bangladesh and the first case in India was in 2001 in the state of West Bengal, which borders Bangladesh. It has been linked to the harvesting of raw date sap in Bangladesh, as fruit bats often live in date palms. In...
In this article ASML-NL NVDA SMH Follow your favorite stocks CREATE FREE ACCOUNT Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Phot...
In this article ASML-NL NVDA SMH Follow your favorite stocks CREATE FREE ACCOUNT Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Chip stocks jumped on Wednesday thanks to strong earnings from heavyweights ASML and SK Hynix and a report that China has approved the sale of Nvidia's H200 chips. The VanEck Semiconductor ETF was up more than 3% in premarket trade. In Europe, ASML was 5% higher in morning trade with other semiconductor firms, including Infineon and STMicro , also in the green. Dutch chipmaker ASML on Wednesday reported bumper fourth-quarter earnings with orders above analyst expectations, while its 2026 sales forecast was also ahead of estimates. South Korea's SK Hynix shares closed more than 5% higher after it reported record full-year profit for 2025 . Meanwhile, Reuters reported on Wednesday that China has approved domestic tech giants ByteDance, Alibaba and Tencent to buy Nvidia's H200 system, a critical development in the long-running saga of Nvidia's position in China, a huge market for the company. While the U.S. had said earlier this year it would authorise H200 sales, China was reportedly pushing its companies to buy domestic alternatives . In May, Nvidia said export restrictions to China would cost it $8 billion in lost sales. Nvidia shares were up around 1.6% in premarket trade. watch now VIDEO 2:51 02:51 Behind the chip rally: Nvidia's China approvals and bumper earnings Worldwide Exchange What drove earnings? Broader market dynamics helped ASML and SK Hynix's earnings. There is a major shortage of memory chips, which are key components for consumer electronics and data centers. This has l...
Sundry Photography/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify ASML plans about 1,700 job cuts . (00:14) C3.ai ( AI ) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon ( AMZN ) doubles down on grocery delivery and Whole Foods expansion. (02:23) This is an abridged transcript. ASML Holding ( ASML ) plans to cut abo...
Sundry Photography/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify ASML plans about 1,700 job cuts . (00:14) C3.ai ( AI ) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon ( AMZN ) doubles down on grocery delivery and Whole Foods expansion. (02:23) This is an abridged transcript. ASML Holding ( ASML ) plans to cut about 1,700 jobs, mainly across technology and IT. Most of the job reductions will take place in the Netherlands, with some in the U.S., and will largely affect management and leadership roles. The cuts represent roughly 4% of ASML’s workforce . The job cuts follow feedback that ASML has “a complex organization,” often requiring excessive coordination, CFO Roger Dassen said in a call with reporters. The changes are aimed at streamlining operations so that “engineers can be engineers again,” he added. The announcement was made as the Dutch chip equipment maker reported its fourth-quarter results. ASML Q4 bookings were a record €13.2B, compared to the average analyst estimate of €6.85B. Total net sales were €32.7B in 2025, which was a 16% increase compared to 2024. ASML expects 2026 total net sales to be between €34B and €39B, higher than previous guidance. C3.ai ( AI ) is up 16% in premarket action after The Information reported that the AI company is in talks to merge with Automation Anywhere . The report said, citing people familiar with the discussions, if the deal goes through, Automation Anywhere would acquire C3.ai and go public as part of the transaction. C3.ai is an enterprise AI application software company whose shares have plunged nearly 62% over the past year, pressured by deteriorating financial performance and uncertainty around its strategy and leadership. According to the report by The Information, Automation Anywhere develops software that automates repetitive tasks, and was valued by private investors at $6.8B in 2019. Amazon ( AMZN ) is in the spotlight of th...
Cerrado Gold ( CRDOF ) said that the TSX Venture Exchange has accepted the company’s notice to implement a normal course issuer bid to repurchase, for cancellation, up to 6.79M common shares, representing 5% of the issued and outstanding common shares. The bid will begin on February 3, 2026, and end when the company has bought 6,794,790 shares, gives notice to end the program, or on February 2, 20...
Cerrado Gold ( CRDOF ) said that the TSX Venture Exchange has accepted the company’s notice to implement a normal course issuer bid to repurchase, for cancellation, up to 6.79M common shares, representing 5% of the issued and outstanding common shares. The bid will begin on February 3, 2026, and end when the company has bought 6,794,790 shares, gives notice to end the program, or on February 2, 2027, whichever comes first. Under the bid, the company can repurchase no more than 2% of its common shares, or 2.71M shares, in any 30-day period. More on Cerrado Gold Cerrado Gold Inc. (CERT:CA) Discusses Purported Unfavourable Opinion of Environmental Impact Assessment for Lagoa Salgada Project Transcript Cerrado Gold: A Deep Value Bet Cerrado Gold Inc. 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Cerrado Gold Historical earnings data for Cerrado Gold
Bundee Aki has not travelled with the Ireland squad for their Six Nations training camp in Portugal, with the Connacht centre the subject of a misconduct complaint after his side's defeat by Leinster on Saturday. The 35-year-old, a World Rugby player of the year nominee in 2023, is "alleged to have engaged with the match official team on several occasions in a manner which may be deemed to be in b...
Bundee Aki has not travelled with the Ireland squad for their Six Nations training camp in Portugal, with the Connacht centre the subject of a misconduct complaint after his side's defeat by Leinster on Saturday. The 35-year-old, a World Rugby player of the year nominee in 2023, is "alleged to have engaged with the match official team on several occasions in a manner which may be deemed to be in breach of the league's disciplinary rules" during the United Rugby Championship (URC) loss. He will face an independent disciplinary committee on Wednesday. Andy Farrell's side take on France in Paris on 5 February to begin the Six Nations and Aki has been replaced in the squad by Ulster's uncapped centre Jude Postlethwaite. An Irish Rugby Football Union (IRFU) statement said: "The IRFU does not tolerate any form of disrespect shown towards match officials and does not condone actions that fall below the standards expected of players representing Irish rugby." "The IRFU are investigating the matter further internally and no additional comment will be made at this time." Ireland have already lost two players from the 37-man squad named by Farrell last week. Prop Jack Boyle was injured playing for Leinster against Connacht, while Munster flanker Tom Ahern has also pulled out. They were replaced in the squad by Connacht's uncapped loose-head Billy Bohan and Ulster forward Cormac Izuchukwu respectively.
Nvidia (NASDAQ: NVDA) remains among the most attractive artificial intelligence (AI) stocks in the market, with investors potentially scouting for the best entry points. Indeed, analyst consensus indicates that the stock still has room to run despite the massive gains recorded in recent months. To this end, OpenAI’s ChatGPT has identified possible entry points for investors still seeking to profit...
Nvidia (NASDAQ: NVDA) remains among the most attractive artificial intelligence (AI) stocks in the market, with investors potentially scouting for the best entry points. Indeed, analyst consensus indicates that the stock still has room to run despite the massive gains recorded in recent months. To this end, OpenAI’s ChatGPT has identified possible entry points for investors still seeking to profit from the American technology giant. At the close of the last session, NVDA shares were valued at $188, up 1.1% on the day. Over the past year, Nvidia’s stock price has rallied about 46%. NVDA one-week stock price chart. Source: Finbold Best time to buy NVDA shares ChatGPT’s assessment is that Nvidia’s current price does not offer an optimal entry point. At this level, the stock reflects broad confidence in the AI growth story, elevated valuation assumptions, and limited short-term margin for error. The model noted that when a stock is priced for near-perfect execution, upside compresses while downside risk rises, a pattern Nvidia has repeatedly shown by rallying ahead of major catalysts and then stalling or pulling back once expectations are tested. Accordingly, ChatGPT identified the most attractive buying opportunity as occurring after Nvidia reports earnings rather than before. Earnings reduce uncertainty, with guidance carrying more weight than headline results. Even strong performance can lead to a selloff if forward projections fail to exceed already ambitious assumptions. A post-earnings decline of roughly 5% to 15% would represent a high-probability entry, with initial buying beginning in the $165 to $175 range and more aggressive accumulation justified if broader market weakness pushes the stock into the $150s. Secondary NVDA stock entry point A secondary opportunity would arise from a sharp pullback ahead of earnings, driven by market-wide tech weakness, macro concerns, or AI-related profit-taking. If shares fall into the $170 to $180 range before results, ChatGP...
S&P 500 Futures 7,030 +0.31% Stoxx Europe 600 Index 610.41 -0.44% Bloomberg Dollar Spot Index 1,178.44 +0.32% Hang Seng Index 27,826.91 +2.58% Spot gold 5,256.84 +1.48% Market data as of 06:34 am EST. Market data may be delayed depending on provider agreements. Five things you need to know President Donald Trump embraced a weaker dollar , saying “it’s great” when asked about the recent decline. Th...
S&P 500 Futures 7,030 +0.31% Stoxx Europe 600 Index 610.41 -0.44% Bloomberg Dollar Spot Index 1,178.44 +0.32% Hang Seng Index 27,826.91 +2.58% Spot gold 5,256.84 +1.48% Market data as of 06:34 am EST. Market data may be delayed depending on provider agreements. Five things you need to know President Donald Trump embraced a weaker dollar , saying “it’s great” when asked about the recent decline. That’s fueling speculation that this is the start of a longer-term drop for the currency, already at a four-year low. ASML orders far exceeded expectations as the rapid development of AI infrastructure boosted demand for chip-making machines. The stock surged 5.1% in Amsterdam. S&P 500 futures point to the index testing the 7,000 mark when markets open. It’s a big day for tech earnings, with Microsoft, Tesla and Meta reporting, and the Federal Reserve is expected to hold interest rates steady. Gold briefly topped $5,300 an ounce , extending a breakneck rally fueled by dollar weakness and a flight from sovereign bonds and currencies. Amazon.com plans to terminate about 16,000 corporate employees , ratcheting up efforts to streamline bureaucracy amid rising competition over artificial intelligence. Rieder rising With BlackRock executive Rick Rieder emerging as the favorite to be the next Fed chair, traders are ramping up bets that he’ll champion looser US monetary policy . Rieder, the firm’s chief investment officer for global fixed income, advocated in September for a more aggressive half-point rate cut than the quarter-point increments favored by the Fed. “He would be dovish rates and likely press for three cuts this year,” wrote Evercore ISI economists, including Krishna Guha. Today will also be Powell’s first press conference since the Fed was served grand jury subpoenas. Expect plenty of questions about central bank independence and whether Powell plans to stay on the board after his term as chair ends in May. — Edward Bolingbroke On the move Texas Instruments gains 7.6% i...
AT&T press release ( T ): Q4 Non-GAAP EPS of $0.52 beats by $0.05 . Revenue of $33.5B (+3.7% Y/Y) beats by $620M . 421,000 postpaid phone net adds with postpaid phone churn of 0.98% Mobility service revenues of $17.0 billion, up 2.4% year over year 283,000 AT&T Fiber net adds and 221,000 AT&T Internet Air net adds, representing more than half a million combined advanced home internet net additions...
AT&T press release ( T ): Q4 Non-GAAP EPS of $0.52 beats by $0.05 . Revenue of $33.5B (+3.7% Y/Y) beats by $620M . 421,000 postpaid phone net adds with postpaid phone churn of 0.98% Mobility service revenues of $17.0 billion, up 2.4% year over year 283,000 AT&T Fiber net adds and 221,000 AT&T Internet Air net adds, representing more than half a million combined advanced home internet net additions for the second consecutive quarter Consumer Wireline fiber revenues of $2.2 billion, up 13.6% year over year The Company's long-term outlook for 2026-2028 includes: Adjusted EPS* of $2.25 to $2.35 in 2026 with a double-digit 3-year CAGR through 2028. Capital investment* in the $23 billion to $24 billion range annually during 2026-2028. Free cash flow* of $18 billion+ in 2026, $19 billion+ in 2027, and $21 billion+ in 2028. Shares +3.3% PM. More on AT&T AT&T Q4 Earnings: Margin Risks, Broadband Growth And More Buybacks AT&T Q4 Earnings Preview: Absurd Combination Of 4.7% Yield And 4.4x P/Cash Ratio AT&T: 3 Alternatives To The 6% Yielding Preferreds Before They Move To Junk AT&T, Verizon Q4 earnings on deck: What to expect Earnings week ahead: TSLA, META, MSFT, AAPL, T, BA, V, MA, GM, CVX, XOM, and more
As the S&P 500 reaches new heights and the tech-heavy Nasdaq experiences a robust rally, investors are keenly observing growth companies with strong insider ownership, particularly in a market that showcases both optimism and volatility. In such an environment, stocks with high insider ownership can be appealing as they often indicate confidence from those who know the company best, aligning their...
As the S&P 500 reaches new heights and the tech-heavy Nasdaq experiences a robust rally, investors are keenly observing growth companies with strong insider ownership, particularly in a market that showcases both optimism and volatility. In such an environment, stocks with high insider ownership can be appealing as they often indicate confidence from those who know the company best, aligning their interests closely with shareholders. 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. We're going to check out a few of the best picks from our screener tool. Simply Wall St Growth Rating: ★★★★★☆ Overview: Atlassian Corporation offers collaboration software that enhances organizational productivity globally, with a market cap of $36.43 billion. Operations: The company's revenue primarily comes from its Software & Programming segment, generating $5.46 billion. Insider Ownership: 36.5% Revenue Growth Forecast: 14.8% p.a. Atlassian's growth trajectory is supported by its strategic AWS partnership, enhancing cloud offerings and performance. Despite a net loss of US$51.87 million in Q1 2025, revenue rose to US$1.43 billion. Insider ownership remains high, with recent board changes introducing Anil Sabharwal from Google. The company forecasts strong earnings growth and plans a US$2.5 billion share buyback program, indicating confidence in its valuation despite current trading below fair value estimates. TEAM Earnings and Revenue Growth as at ...
Amazon said Wednesday it will cut approximately 16,000 roles across the company as part of an organizational overhaul aimed at "reducing layers, increasing ownership, and removing bureaucracy," while continuing to invest heavily in areas such as artificial intelligence. In a message to employees, Beth Galetti, Amazon’s senior vice president of people experience and technology, said the reductions ...
Amazon said Wednesday it will cut approximately 16,000 roles across the company as part of an organizational overhaul aimed at "reducing layers, increasing ownership, and removing bureaucracy," while continuing to invest heavily in areas such as artificial intelligence. In a message to employees, Beth Galetti, Amazon’s senior vice president of people experience and technology, said the reductions affect teams that were still finalizing restructuring efforts first announced in October. Most U.S.-based employees whose roles are cut will be given 90 days to look for new positions internally, while those who do not transition will receive severance pay and other forms of support. Galetti said the changes are not intended to signal a recurring cycle of broad workforce reductions and that Amazon will continue hiring in strategic areas. AMAZON RENEWED STORE DEALS: SAVE UP TO 60% ON AIRPODS, DYSON VACUUMS AND MORE "We’re still in the early stages of building every one of our businesses and there’s significant opportunity ahead," she told employees. "Some of you might ask if this is the beginning of a new rhythm – where we announce broad reductions every few months. That’s not our plan. But just as we always have, every team will continue to evaluate the ownership, speed, and capacity to invent for customers, and make adjustments as appropriate," Galetti added. "That’s never been more important than it is today in a world that’s changing faster than ever." The announcement comes one day after Amazon detailed an aggressive expansion of its grocery business, including plans to broaden same-day delivery of fresh groceries to more communities in 2026 and open more than 100 new stores over the next few years. SEN SANDERS: AI MUST BENEFIT EVERYONE, NOT JUST A HANDFUL OF BILLIONAIRES The company also said on Tuesday that it will close its Amazon Go and Amazon Fresh physical stores, converting some locations into Whole Foods Market outlets, while continuing to invest in faster deliv...
Rachata Amnataree/iStock via Getty Images Market Review From today’s vantage point, 2025 stands out as a year in which corporate activity broadened meaningfully across the event-driven landscape. While global mergers and acquisitions (M&A) surged to its strongest level since 2021, the opportunity set expanded well beyond traditional deal‑making. Restructurings, spin-offs, take-privates, liability-...
Rachata Amnataree/iStock via Getty Images Market Review From today’s vantage point, 2025 stands out as a year in which corporate activity broadened meaningfully across the event-driven landscape. While global mergers and acquisitions (M&A) surged to its strongest level since 2021, the opportunity set expanded well beyond traditional deal‑making. Restructurings, spin-offs, take-privates, liability-management exercises, and multi‑step transformations created one of the most diverse catalyst environments of the past decade. For a multi-strategy event‑driven portfolio, the year proved especially constructive: complexity, capital-structure repositioning, and multi-phase corporate actions produced steady, idiosyncratic return opportunities. Global M&A rebounded to ~$4.8 trillion, up 35% from 2024 to the second-highest total on record. North America contributed nearly $3 trillion. Roughly 70 transactions above $10 billion were announced, signaling a renewed willingness by strategic acquirers to pursue long-duration bets. Corporate actions outside of M&A expanded meaningfully. Private-equity activity accelerated, as well. Deal volume exceeded $1.6 trillion, driven by a resurgence in take-privates and long‑delayed monetization of portfolio assets. Cross‑border M&A rose 46% to $1.2 trillion as companies sought to diversify supply chains, acquire capabilities, and expand global footprints. Technology remained the dominant theme. Artificial intelligence (AI)-related transactions led global activity, as companies used M&A and strategic partnerships to secure data assets, technical talent, and infrastructure essential to long‑duration AI strategies. These forces also shaped balance sheet restructurings, as firms repositioned cost structures, operating models, and legacy business lines around AI adoption. Drivers of the event-driven opportunity set Multiple forces contributed to a supportive environment. Improved financing markets: More stable credit conditions supported leveraged...
About half of China’s provinces failed to meet their economic growth targets for 2025, highlighting widening regional disparities even as the national economy expanded at a steady pace. The uneven outcomes reflect the challenges facing local governments as China seeks to rebalance away from property and legacy industries while navigating subdued demand at home.
About half of China’s provinces failed to meet their economic growth targets for 2025, highlighting widening regional disparities even as the national economy expanded at a steady pace. The uneven outcomes reflect the challenges facing local governments as China seeks to rebalance away from property and legacy industries while navigating subdued demand at home.
F&C Investment Trust (LON:FCIT) used a shareholder update to outline portfolio positioning, recent performance, and key market themes, with fund manager Paul Nevin emphasizing a long-term, globally diversified approach spanning listed equities and private equity. Trust overview and portfolio st
F&C Investment Trust (LON:FCIT) used a shareholder update to outline portfolio positioning, recent performance, and key market themes, with fund manager Paul Nevin emphasizing a long-term, globally diversified approach spanning listed equities and private equity. Trust overview and portfolio st
Textron press release ( TXT ): Q4 Non-GAAP EPS of $1.73 beats by $0.03 . Revenue of $4.18B (+15.8% Y/Y) beats by $120M . Textron is forecasting 2026 revenues of approximately $15.5 billion, up from $14.8 billion in 2025. Textron expects full-year 2026 GAAP earnings per share from continuing operations will be in the range of $5.39 to $5.59, or $6.40 to $6.60 on an adjusted basis vs $6.84 consensus...
Textron press release ( TXT ): Q4 Non-GAAP EPS of $1.73 beats by $0.03 . Revenue of $4.18B (+15.8% Y/Y) beats by $120M . Textron is forecasting 2026 revenues of approximately $15.5 billion, up from $14.8 billion in 2025. Textron expects full-year 2026 GAAP earnings per share from continuing operations will be in the range of $5.39 to $5.59, or $6.40 to $6.60 on an adjusted basis vs $6.84 consensus, which is reconciled to GAAP in an attachment to this release. The Company is estimating net cash provided by operating activities of the manufacturing group will be between $1.3 billion and $1.4 billion and manufacturing cash flow before pension contributions, a non-GAAP measure, will be between $700 million and $800 million, with planned pension contributions of about $50 million. This cash outlook reflects increased investments at Bell related to acceleration of the MV-75 program. More on Textron Textron: A Hidden Valuation Gap Finally Ready To Close? Textron Q4 2025 Earnings Preview Aerospace earnings season approaches with strong backdrop, Susquehanna says Seeking Alpha’s Quant Rating on Textron Historical earnings data for Textron