“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
Earnings Call Insights: American Eagle Outfitters (AEO) Q4 2025 Management View Jay Schottenstein, Executive Chairman and CEO, credited a "deliberate action plan" for igniting growth, improving profitability, and fueling a strong finish to 2025. He highlighted "double-digit sales growth in the fourth quarter ahead of plan," record results during Thanksgiving and holiday season, and solid margin pe...
Earnings Call Insights: American Eagle Outfitters (AEO) Q4 2025 Management View Jay Schottenstein, Executive Chairman and CEO, credited a "deliberate action plan" for igniting growth, improving profitability, and fueling a strong finish to 2025. He highlighted "double-digit sales growth in the fourth quarter ahead of plan," record results during Thanksgiving and holiday season, and solid margin performance. Schottenstein noted that Aerie and OFFLINE delivered "23% comp growth" with broad-based demand, and the company exited the quarter with "record brand awareness" and double-digit customer acquisition. Schottenstein announced the exit from the Quiet Logistics third-party business, stating, "This move keeps our focus and investment dollars on our core brands." He reported total revenue of $1.8 billion for the quarter (up 10%), overall comp sales up 8%, adjusted operating income of $180 million (up 27%), and nearly $240 million in cash with no debt. Share buybacks totaled $256 million and dividends $85 million for the year. Jennifer Foyle, President and Executive Creative Director, stated, "Our commitment to product leadership continues to be a key engine that's driving our business," noting acceleration in demand for Aerie—"strength has been broad-based across all categories"—and a strong performance at OFFLINE, which had "steady sales in active bottoms and double-digit growth in sports bras, tops and fashion bottoms." Foyle underscored growing brand awareness and new customer growth at Aerie, and discussed new initiatives to expand product categories and marketing campaigns. Mike Mathias, CFO, stated, "Our strong performance in the fourth quarter is a testament to this work with results coming in ahead of expectations across margins and profitability." Mathias reported consolidated revenue of $1.8 billion (up 10%), comparable sales growth of 8% (Aerie up 23%, AE up 2%), and gross profit of $651 million. He cited $85 million in restructuring charges related to the d...
Endeavour Mining press release ( EDVMF ): Q4 Non-GAAP EPS of $0.93. Revenue of $1.27B (+35.0% Y/Y) beats by $50M . Q4-2025 production of 298koz at an AISC of $1,648/oz. Adjusted EBITDA of $681m for Q4-2025. FCF of $476m ($1,597/oz produced) for Q4-2025. Net Debt reduced by $574m during FY-2025 to $158m; Net debt / Adj. EBITDA leverage ratio of 0.07x at year end. FY-2026 production guidance of 1,09...
Endeavour Mining press release ( EDVMF ): Q4 Non-GAAP EPS of $0.93. Revenue of $1.27B (+35.0% Y/Y) beats by $50M . Q4-2025 production of 298koz at an AISC of $1,648/oz. Adjusted EBITDA of $681m for Q4-2025. FCF of $476m ($1,597/oz produced) for Q4-2025. Net Debt reduced by $574m during FY-2025 to $158m; Net debt / Adj. EBITDA leverage ratio of 0.07x at year end. FY-2026 production guidance of 1,090-1,265koz at AISC of $1,600-1,800/oz. 2026 OUTLOOK The Group has reiterated its FY-2026 production and cost guidance at 1,090-1,265koz gold production at an AISC of $1,600-1,800/oz. More details on individual guidance has been provided in the below sections. Table 12: FY-2026 production guidance 1 (All amounts in koz, on a 100% basis) 2026 FULL-YEAR GUIDANCE Houndé 220 — 255 Ity 285 — 330 Mana 155 — 180 Sabodala-Massawa 260 — 305 Lafigué 170 — 195 Group Production 1,090 — 1,265 Click to enlarge Table 13: FY-2026 AISC guidance 1 (All amounts in US$/oz) 2026 FULL-YEAR GUIDANCE Houndé 1,800 — 2,000 Ity 2 1,300 — 1,500 Mana 2,000 — 2,250 Sabodala-Massawa 1,350 — 1,550 Lafigué 2 1,600 — 1,800 Corporate G&A 45 Group AISC 1,600 — 1,800 Click to enlarge More on Endeavour Mining plc Endeavour Mining: Strong Execution And Industry-Leading Shareholder Returns Seeking Alpha’s Quant Rating on Endeavour Mining plc Historical earnings data for Endeavour Mining plc Dividend scorecard for Endeavour Mining plc Financial information for Endeavour Mining plc
HJBC/iStock Editorial via Getty Images Accenture (NYSE: ACN ) is one of the top strategy, consulting and operations solutions globally. Accenture does have a solid moat and deep relationships with global top companies, but Accenture has been continuing to sell off due to growth fears with FY26 guidance only guiding for 2%-5% growth, which suggests that revenue is continuing to stagnate. AI acts as...
HJBC/iStock Editorial via Getty Images Accenture (NYSE: ACN ) is one of the top strategy, consulting and operations solutions globally. Accenture does have a solid moat and deep relationships with global top companies, but Accenture has been continuing to sell off due to growth fears with FY26 guidance only guiding for 2%-5% growth, which suggests that revenue is continuing to stagnate. AI acts as a dual edged sword for Accenture, though it could be more beneficial to Accenture since the adoption of AI would likely benefit Accenture with more demand. AI could also displace some of the repetitive parts of Accenture's business, though recent bullish sentiment has risen from this with the partnership with Mistral AI. Nevertheless, the current sentiment seems extremely negative with a suggestion of a slowdown in spending for Accenture's key segments, clearly reflected in their projected FY26 revenue growth. For investors who may be bullish on Accenture's future, this is also one of the best times to buy, though just rebounded from the oversold level after the Mistral AI news, Accenture's valuation still seems extremely cheap. Hence, there are many key things to look out for in the next quarter, as Accenture's future in this AI boom remains slightly unclear, as I rate Accenture at a 'Hold'. Accenture's Moat The most core part of Accenture's moat has always been the switching cost for firms, especially for managed services, as Accenture gets deeply integrated into operations, whereas switching over would be extremely costly and disrupt operations. Due to extremely high switching costs for businesses, the revenue Accenture receives are a reliable source of revenue that analysts can count on, as Accenture is an expert in key industries globally like financial services and health services. With companies continuing to outsource work especially more complex tech related segments such as cybersecurity and cloud, though always been a long-term stable revenue segment, it is curr...
(RTTNews) - German logistics major DHL Group (DPWA.DU), while reporting weak earnings and revenues in its fourth quarter, on Thursday raised dividend, and issued fiscal 2026 outlook, expecting profit growth. In 2026, the Group expects geopolitical uncertainties to persist. For fiscal 2026, DHL Group expects an operating profit or EBIT above 6.2 billion euros and free cash flow, excluding M&A, of a...
(RTTNews) - German logistics major DHL Group (DPWA.DU), while reporting weak earnings and revenues in its fourth quarter, on Thursday raised dividend, and issued fiscal 2026 outlook, expecting profit growth. In 2026, the Group expects geopolitical uncertainties to persist. For fiscal 2026, DHL Group expects an operating profit or EBIT above 6.2 billion euros and free cash flow, excluding M&A, of around 3 billion euros. In fiscal 2025, EBIT was 6.10 billion euros. The Group expects operating profit over 5.6 billion euros for DHL, and over 0.9 billion euros for Post & Parcel Germany. Further, the company said its Board of Management and Supervisory Board intend to propose a dividend increase to 1.90 euros per share from last year's 1.85 euros per share, at the upcoming Annual General Meeting. In the fourth quarter, consolidated net profit dropped 3.4 percent to 1.06 billion euros from 1.10 billion euros. Earnings per share remained flat with last year's 0.93 euro. EBIT, a key earnings metric, declined 1.3 percent to 1.83 billion euros from 1.85 billion euros. Revenue for the quarter declined 2.7 percent to 22.09 billion euros from 22.70 billion euros last year. International revenues were down 4.5 percent to 15.98 billion euros from prior year's 16.72 billion euros. 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.
Good morning . Oil jumps as Donald Trump praises military operation. China suspends exports of diesel and gasoline. And Elon Musk denies swaying Twitter’s stock price in court. Listen to the day’s top stories . Oil continued a multi-day rally as Donald Trump declared that the US is doing “ very well ” in its joint military rampage against Iran, even as key details remain murky. China asked its lar...
Good morning . Oil jumps as Donald Trump praises military operation. China suspends exports of diesel and gasoline. And Elon Musk denies swaying Twitter’s stock price in court. Listen to the day’s top stories . Oil continued a multi-day rally as Donald Trump declared that the US is doing “ very well ” in its joint military rampage against Iran, even as key details remain murky. China asked its largest oil refiners to suspend exports of diesel and gasoline due to flow disruptions, people familiar said, prompting heating oil, gasoline and gasoil to jump. Asian equities advanced for the first time since America and Israel struck Iran, showing signs of recovery in markets roiled by the sudden attack. Haven asset gold received fresh demand, while US and European futures edged lower. Check out our Markets Today live blog for all the latest news and analysis relevant to UK assets. In the latest slew of job cuts, Morgan Stanley is axing about 3% of its workforce , with the global cull set to impact about 2,500 employees across all business lines, a person familiar said. Individual performance is among reasons for the dismissals. Private credit woes persist as investors place bearish wagers against the embattled Blue Owl Capital, as short sellers reckon the firm’s sinking share price has more room to fall. That’s as Goldman Sachs head David Solomon keeps a watchful eye on the lender industry for “frothiness.” Goldman's Solomon Says Markets Trying to Figure Out Iran Endgame Watch the Video The Bank of England is planning to war-game the potential impact of a full-blown AI shock on the UK economy. And over in parliament, Keir Starmer is facing dissent within his own ranks over immigration reforms , amid concerns the changes would make it harder for low earners to gain residency. Related Stories Carney Calls for Canada, Australia to Lead Middle-Power Blocs China Sets Lowest Growth Target Since 1991 as Old Model Falters Anthropic Reopens Talks with Pentagon After Feud Over AI Sa...
Earlier this week, NVIDIA and Coherent Corp. announced a multiyear collaboration in which NVIDIA will invest US$2.00 billion and commit to multibillion-dollar purchases of Coherent’s advanced lasers and optical networking products to support next-generation AI data center infrastructure. This agreement effectively secures Coherent priority demand from a leading AI platform while providing capital ...
Earlier this week, NVIDIA and Coherent Corp. announced a multiyear collaboration in which NVIDIA will invest US$2.00 billion and commit to multibillion-dollar purchases of Coherent’s advanced lasers and optical networking products to support next-generation AI data center infrastructure. This agreement effectively secures Coherent priority demand from a leading AI platform while providing capital to expand its U.S.-based photonics manufacturing and R&D footprint. We’ll now examine how NVIDIA’s US$2.00 billion investment and long-term purchase commitment could reshape Coherent’s existing investment narrative. Outshine the giants: these 22 early-stage AI stocks could fund your retirement. Coherent Investment Narrative Recap To own Coherent today, you need to believe AI data center optics can offset the cyclicality and capital intensity in its broader portfolio. The NVIDIA partnership directly reinforces the key near term catalyst: demand for Coherent’s high speed photonics and U.S. manufacturing build out. At the same time, it amplifies the biggest current risk around customer concentration and execution on large capacity ramps, since any stumble in scaling or program timing could have an outsized impact. Among the latest product announcements, I see the new CHR1074 224 Gbps quad channel TIA as especially relevant. It sits squarely in the 800G and 1.6T ecosystem that NVIDIA is trying to secure, and it ties Coherent’s roadmap to the same high speed, low latency requirements that underpin the new purchase commitments. In other words, the product pipeline and the NVIDIA deal are aligned around the same core AI optics catalyst. Yet behind the excitement, investors should also be aware that dependence on a small set of hyperscale customers could... Read the full narrative on Coherent (it's free!) Coherent's narrative projects $7.7 billion revenue and $732.0 million earnings by 2028. Uncover how Coherent's forecasts yield a $253.94 fair value, a 8% downside to its current p...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Intel (NasdaqGS:INTC) is under bipartisan U.S. Congressional scrutiny over national security concerns tied to its use of ACM Research chipmaking tools linked to China. Lawmakers are questioning Intel about testing ACM equipment that is associated with Chines...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Intel (NasdaqGS:INTC) is under bipartisan U.S. Congressional scrutiny over national security concerns tied to its use of ACM Research chipmaking tools linked to China. Lawmakers are questioning Intel about testing ACM equipment that is associated with Chinese entities subject to U.S. sanctions. At the same time, Intel announced a board leadership transition, with Dr. Craig H. Barratt set to replace longtime chair Frank Yeary. For you as an investor, this brings together two core themes around Intel, national security exposure and corporate governance. Intel is a major U.S. chipmaker involved in both product design and manufacturing, and it is a key recipient of U.S. government support for domestic semiconductor capacity. That mix means political and regulatory attention can quickly become part of the investment story for NasdaqGS:INTC. The board shift to Dr. Barratt as chair comes as Intel responds to questions about its relationship with ACM Research and its tools. You may want to watch how the company addresses these inquiries, any changes in supplier relationships, and how the new chair sets priorities for risk oversight and capital allocation over time. Stay updated on the most important news stories for Intel by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Intel. NasdaqGS:INTC 1-Year Stock Price Chart Does the team leading Intel have what it takes? See our full breakdown of the management team's track record and compensation. The combination of Congressional scrutiny and a change in board chair puts Intel’s governance and risk controls under a bright spotlight. Lawmakers are asking whether testing ACM Research tools could expose sensitive U.S. chipmaking know how to Chinese linked entities, which matters because Intel also receives substantial U.S. governme...