In this article UAL AAL Follow your favorite stocks CREATE FREE ACCOUNT An American Airlines Boeing 737-823 passneger aircraft sits at a gate at Chicago O'Hare International Airport (ORD) on August 23, 2024 in Chicago, Illinois. Daniel Slim | AFP | Getty Images The Federal Aviation Administration plans to reduce flights at Chicago O'Hare airport this summer, saying major airlines have overschedule...
In this article UAL AAL Follow your favorite stocks CREATE FREE ACCOUNT An American Airlines Boeing 737-823 passneger aircraft sits at a gate at Chicago O'Hare International Airport (ORD) on August 23, 2024 in Chicago, Illinois. Daniel Slim | AFP | Getty Images The Federal Aviation Administration plans to reduce flights at Chicago O'Hare airport this summer, saying major airlines have overscheduled flights, the agency said on Friday. The FAA will convene a schedule reduction meeting with major airlines on March 3 after United Airlines said it plans to add about 200 flights per day and American Airlines announced a smaller increase in flights. The FAA plans to reduce flights for the summer flight season, which starts March 29 and runs through October 25. The current schedules would make 2026 the busiest summer ever at O'Hare. The FAA said airlines have published schedules that show more than 3,080 daily operations - takeoffs and landings - on peak days this summer, compared with 2,680 daily operations last summer. The FAA said the "increase is significant and would stress the runway, terminal, and air traffic control systems." The FAA said O'Hare is currently handling about 100 hourly departures and arrivals each, resulting in about 2,800 total daily operations. The agency said that is manageable "given the current infrastructure and staffing resources." The agency is proposing to adopt a 2,800 per day limit throughout the season "to prevent large-scale operational disruption while also allowing air carriers to operate within the airport's demonstrated manageable capacity." United plans to operate 780 flights a day from Chicago O'Hare this month, up from the 541 flights on average it operated per day last year. The carrier said it is increasing its mainline departures from O'Hare by 20% over last summer. American Airlines said in December it would add 100 additional daily departures to more than 75 destinations from O'Hare in time for spring-break travel, which is a ...
During his Thursday night newscast, CNN anchor Jake Tapper found himself in an awkward position: reporting on the sale of his employer, Warner Bros. Discovery Inc. , to Paramount Skydance Corp. “We have some breaking news in our national lead that affects everybody I’m looking at right now in the studio,” Tapper said. Paramount, the parent of CBS and MTV, had agreed to buy Warner Bros., the owner ...
During his Thursday night newscast, CNN anchor Jake Tapper found himself in an awkward position: reporting on the sale of his employer, Warner Bros. Discovery Inc. , to Paramount Skydance Corp. “We have some breaking news in our national lead that affects everybody I’m looking at right now in the studio,” Tapper said. Paramount, the parent of CBS and MTV, had agreed to buy Warner Bros., the owner of cable networks like CNN, TNT and HBO, for $110 billion. The deal that will put Tapper and his associates under the same corporate umbrella as CBS News, whose new leadership has accused the mainstream media of liberal bias. That possibility has sent a chill through CNN’s newsroom, which is wary of recent developments at CBS following Paramount’s August sale to Skydance Media, led by technology heir David Ellison. Ellison, 43, is chief executive officer of the newly merged Paramount Skydance. “CNN employees and viewers have serious concerns about whether Paramount CEO David Ellison will uphold the news network’s editorial independence amid severe political turbulence,” CNN media analyst Brian Stelter wrote on Friday. In a note to staff, CNN chief Mark Thompson, the former CEO of the New York Times Co., said employees should stay focused on their work. “Despite all the speculation you’ve read during this process, I’d suggest that you don’t jump to conclusions until we know more,” Thompson wrote. While there are scant details about how the merger will affect both companies’ news operations, the changes forced on CBS News by Ellison indicate that CNN may be in for a reckoning of its own. Both news organizations trail their competitors in audience ratings by a large margin and are looking for ways to climb out of the cellar. To get his $8 billion takeover of Paramount past regulators, Ellison appointed the former head of a conservative Washington think tank as an ombudsman to review complaints of bias in the news division. Once that deal closed in August, Ellison acquired the ...
Micron Technology (NasdaqGS:MU) reports unprecedented demand for its high bandwidth memory products tied to AI infrastructure build outs. The company states its entire 2026 HBM output is already committed under long term contracts. In response, Micron outlines about US$200b in planned capacity expansion to address what it describes as a historic memory supply crunch. Micron is a major producer of ...
Micron Technology (NasdaqGS:MU) reports unprecedented demand for its high bandwidth memory products tied to AI infrastructure build outs. The company states its entire 2026 HBM output is already committed under long term contracts. In response, Micron outlines about US$200b in planned capacity expansion to address what it describes as a historic memory supply crunch. Micron is a major producer of DRAM, NAND and high bandwidth memory used in data centers, AI accelerators and advanced...
The landscape of enterprise artificial intelligence shifted fundamentally today as OpenAI announced $110 billion in new funding from three of tech's largest firms: $30 billion from SoftBank, $30 billion from Nvidia, and $50 billion from Amazon. But while the former two players are providing money, OpenAI is going further with Amazon in a new direction, establishing an upcoming fully "Stateful Runt...
The landscape of enterprise artificial intelligence shifted fundamentally today as OpenAI announced $110 billion in new funding from three of tech's largest firms: $30 billion from SoftBank, $30 billion from Nvidia, and $50 billion from Amazon. But while the former two players are providing money, OpenAI is going further with Amazon in a new direction, establishing an upcoming fully "Stateful Runtime Environment" on Amazon Web Services (AWS), the world's most used cloud environment. This signals OpenAI's and Amazon's vision of the next phase of the AI economy — moving from chatbots to autonomous "AI coworkers" known as agents — and that this evolution requires a different architectural foundation than the one that built GPT-4. For enterprise decision-makers, this announcement isn’t just a headline about massive capital; it is a technical roadmap for where the next generation of agentic intelligence will live and breathe. And especially for those enterprises currently using AWS, it's great news, giving them more options with a new runtime environment from OpenAI coming soon (the companies have yet to announce a precise timeline for when it will arrive). The great divide between 'stateless' and 'stateful' At the heart of the new OpenAI-Amazon partnership is a technical distinction that will define developer workflows for the next decade: the difference between "stateless" and "stateful" environments. To date, most developers have interacted with OpenAI through stateless APIs. In a stateless model, every request is an isolated event; the model has no "memory" of previous interactions unless the developer manually feeds the entire conversation history back into the prompt. OpenAI's prior cloud partner and major investor, Microsoft Azure, remains the exclusive third-party cloud provider for these stateless APIs. The newly announced Stateful Runtime Environment, by contrast, will be hosted on Amazon Bedrock — a paradigm shift. This environment allows models to maintain pe...
NASA announced at a press conference on Friday that it's delaying its plans for a Moon landing until Artemis IV in 2028. The Artemis III mission, scheduled for 2027, was originally going to attempt to land on the Moon but will now be a test flight instead. NASA also says it's "increasing its cadence of missions," including adding a second test flight in 2027 and aiming for "at least one surface la...
NASA announced at a press conference on Friday that it's delaying its plans for a Moon landing until Artemis IV in 2028. The Artemis III mission, scheduled for 2027, was originally going to attempt to land on the Moon but will now be a test flight instead. NASA also says it's "increasing its cadence of missions," including adding a second test flight in 2027 and aiming for "at least one surface landing every year thereafter," including the Artemis IV landing. The overhaul to the Artemis launch schedule follows a report from NASA's Aerospace Safety Advisory Panel (ASAP) earlier this month that highlighted serious safety risks with NASA's p … Read the full story at The Verge.
Qualcomm (NasdaqGS:QCOM) has hired Kevin O'Buckley from Intel to a senior global operations role. O'Buckley previously worked on Intel's foundry efforts, bringing manufacturing and ecosystem experience to Qualcomm. The appointment signals a shift in high level talent between major semiconductor competitors. For you as an investor, this move sits at the intersection of chip design, manufacturing pa...
Qualcomm (NasdaqGS:QCOM) has hired Kevin O'Buckley from Intel to a senior global operations role. O'Buckley previously worked on Intel's foundry efforts, bringing manufacturing and ecosystem experience to Qualcomm. The appointment signals a shift in high level talent between major semiconductor competitors. For you as an investor, this move sits at the intersection of chip design, manufacturing partnerships, and supply chain execution. Qualcomm focuses on wireless chips, processors, and...
Real estate firm Compass announced a new partnership with Rocket Companies that would expand its visibility among potential home buyers on property listings platform Redfin. Compass says the three-year alliance will allow its home listing inventory to be displayed on Rocket's Redfin website and app, and also lead to more favorable Rocket Mortgage pricing for Compass clients. Compass International ...
Real estate firm Compass announced a new partnership with Rocket Companies that would expand its visibility among potential home buyers on property listings platform Redfin. Compass says the three-year alliance will allow its home listing inventory to be displayed on Rocket's Redfin website and app, and also lead to more favorable Rocket Mortgage pricing for Compass clients. Compass International Holdings CEO Robert Reffkin and Rocket Companies CEO Varun Krishna join Bloomberg Businessweek Daily to discuss the partnership, along with their respective firms earnings results. Reffkin and Krishna speak with Carol Massar and Tim Stenovec. (Source: Bloomberg)
CoreWeave (NasdaqGS:CRWV) is accelerating its AI data center buildout as it reports ballooning losses alongside very strong customer demand. The company has reached US$5b in annual sales and more than doubled quarterly revenue, supported by long term contracts with Meta Platforms and OpenAI. To fund expansion, CoreWeave has raised multi billion dollar financing, including a US$8.5b loan reportedly...
CoreWeave (NasdaqGS:CRWV) is accelerating its AI data center buildout as it reports ballooning losses alongside very strong customer demand. The company has reached US$5b in annual sales and more than doubled quarterly revenue, supported by long term contracts with Meta Platforms and OpenAI. To fund expansion, CoreWeave has raised multi billion dollar financing, including a US$8.5b loan reportedly secured against customer contracts. Capital expenditures are set to more than double in 2026 as...
Several notable retailers headline the reporting docket next week, a list that includes Target, Best Buy, Costco, Macy's, and more. Concerning retail performance so far, total Q4 earnings for those that have reported are up +6.9% year-over-year on +8.6% higher revenues.
Several notable retailers headline the reporting docket next week, a list that includes Target, Best Buy, Costco, Macy's, and more. Concerning retail performance so far, total Q4 earnings for those that have reported are up +6.9% year-over-year on +8.6% higher revenues.
Earnings Call Insights: Via Transportation, Inc. (VIA) Q4 2025 Management View CEO Daniel Ramot highlighted that "Via delivered another exceptional quarter, exceeding expectations on both top and bottom line performance," with revenue growing 30% year-over-year to $119 million in Q4. He emphasized this as the eighth consecutive quarter with 30%+ year-over-year platform revenue growth and noted, "Q...
Earnings Call Insights: Via Transportation, Inc. (VIA) Q4 2025 Management View CEO Daniel Ramot highlighted that "Via delivered another exceptional quarter, exceeding expectations on both top and bottom line performance," with revenue growing 30% year-over-year to $119 million in Q4. He emphasized this as the eighth consecutive quarter with 30%+ year-over-year platform revenue growth and noted, "Q4 was the strongest quarter in company history for net new platform revenue." Ramot cited product innovation, the addition of 94 new customers through the Downtowner acquisition, and a strategic focus on AI as key growth drivers. He stated, "Our pipeline grew more than 50% year-over-year in 2025," and described the launch of AI Labs to extend Via's technology for broader municipal use. Ramot detailed customer wins, including Sarasota County, Florida, and a Missouri agency, each demonstrating significant cost savings and expanded transit reach using Via’s platform. He noted, "For the past year, Via's net revenue retention was 119%. We also recorded the highest gross revenue retention in Via's history, 98%, beating the previous record set just a quarter earlier." Ramot explained the rationale for acquiring Downtowner: "We believe that many of Downtowner's customers have additional transit technology needs that are well served by Via's platform. The average ARR per Downtowner customer is significantly lower than Via's current ARR per customer, providing an exciting opportunity for growth within the Downtowner customer base." CFO Clara Fain stated, "Q4 net new revenue was the strongest in the company's history, and we exceeded our revenue and adjusted EBITDA guidance, showcasing our commitment to consistent execution and durable growth." Fain highlighted U.S. platform revenue up 39% year-over-year and described 821 customers on the platform, with 94 customers generating over $1 million in annual run rate revenue. Outlook Fain provided guidance for Q1 2026 revenue between $123.3...
Earnings Call Insights: Fulgent Genetics (FLGT) Q4 2025 Management View Ming Hsieh, Chairman & CEO, highlighted strategic progress in both laboratory services and therapeutic development, noting, "We have implemented the best-in-class technology across our platform and have the investment we have made in digital pathology and AI are paying off." He reported the launch of proprietary imaging manage...
Earnings Call Insights: Fulgent Genetics (FLGT) Q4 2025 Management View Ming Hsieh, Chairman & CEO, highlighted strategic progress in both laboratory services and therapeutic development, noting, "We have implemented the best-in-class technology across our platform and have the investment we have made in digital pathology and AI are paying off." He reported the launch of proprietary imaging management system Eziopath and the introduction of RNA integrated whole genome sequencing and ultra-rapid whole genome sequencing, stating, "Our investment in AI and digital pathology solutions, coupled with our innovations across our laboratory service platform, we deliver the revenue and margin improvement in 2025." Hsieh addressed a significant transition in 2026 due to the company's largest customer moving significant volume in-house, but emphasized, "We believe our technology platform will continue to get stronger and the strategic investment and the innovations we have made will continue to work at an accelerated pace." The CEO also detailed the advancement of clinical candidates, with FID-007 completing Phase II enrollment and progressing toward a Phase III trial, and FID-022 advancing in dose escalation. Brandon Perthuis, Chief Commercial Officer, reported fourth quarter revenue of $83.3 million, a 9% increase year-over-year, and full-year revenue of $322.7 million, up 14%. He announced acquisitions of Bako Diagnostics and StrataDx for $55.5 million, stating, "This proposed acquisition will add new anatomic pathology services, proprietary PCR tests and a national client base." Perthuis highlighted regulatory approvals in New York for Nova and whole genome sequencing, and noted, "As of today, we are approximately 100% digital across all of our cases, and they are being read on Eziopath." Paul Kim, Chief Financial Officer, stated, "Full year revenue for 2025 totaled $322.7 million, growing approximately 14% compared to revenue of $283.5 million in 2024, which fell slightly ...
Earnings Call Insights: ALX Oncology Holdings Inc. (ALXO) Q4 2025 Management View Jason Lettmann, CEO, introduced the appointment of Dr. Barbara Klencke as the permanent Chief Medical Officer, following her interim leadership since September 2025. Lettmann stated, “We're beyond fortunate to add Barb during this critical inflection for the company and thrilled to welcome her permanently.” Lettmann ...
Earnings Call Insights: ALX Oncology Holdings Inc. (ALXO) Q4 2025 Management View Jason Lettmann, CEO, introduced the appointment of Dr. Barbara Klencke as the permanent Chief Medical Officer, following her interim leadership since September 2025. Lettmann stated, “We're beyond fortunate to add Barb during this critical inflection for the company and thrilled to welcome her permanently.” Lettmann highlighted significant progress on both evorpacept and ALX2004, emphasizing the goal to advance these programs to a stage ready for pivotal studies by the end of next year. He noted, “Execution has been strong over the last quarter, and I'm very pleased to report that our clinical development progress and time lines remain on track.” The company reported treating over 750 patients with evorpacept and shared data supporting CD47's role as a biomarker in HER2-positive gastric and breast cancers, referencing recent presentations at SITC and top-line data from a Phase I breast cancer trial. Lettmann confirmed, “Full biomarker analysis from this trial is expected to be presented at a medical conference in Q2 of this year.” Lettmann also announced successful completion of a $150 million financing round, stating, “With our newly strengthened balance sheet, we now have the opportunity to deliver more robust and meaningful data readouts in both of our ongoing clinical programs as reflected in our milestone updates here.” Dr. Klencke detailed recent clinical results, including a 65% response rate in the evorpacept arm for HER2-positive, CD47-overexpressing gastric cancer and a 56% response rate in late-line HER2-positive breast cancer with evorpacept and zanidatamab. She noted that these results “clearly validate Evorpacept's mechanism of action and provide increased confidence for our ongoing Phase II breast cancer.” Chief Financial Officer Harish Shantharam stated, “We finished the quarter of -- fourth quarter of 2025 with cash, cash equivalents and investments totaling $48.3 mill...
Earnings Call Insights: RLJ Lodging Trust (RLJ) Q4 2025 Management View Leslie D. Hale, President, CEO & Board of Director, stated the company was "pleased with our solid fourth quarter results, which came in ahead of our expectations despite a choppy operating environment that was further constrained by the protracted government shutdown." Management highlighted the outperformance of urban market...
Earnings Call Insights: RLJ Lodging Trust (RLJ) Q4 2025 Management View Leslie D. Hale, President, CEO & Board of Director, stated the company was "pleased with our solid fourth quarter results, which came in ahead of our expectations despite a choppy operating environment that was further constrained by the protracted government shutdown." Management highlighted the outperformance of urban markets, the ramp-up of high-occupancy renovations, and robust growth in non-room revenue as key drivers for the quarter. The CEO emphasized ongoing execution of conversions and renovations, noting, "our 4 most recently completed conversions achieving 15% RevPAR growth for the full year." The company also completed the selection of the brand for its Boston conversion and transformative renovations in high-demand markets. Hale reported, "We strengthened our balance sheet by addressing all of our near-term debt maturities. We executed on opportunistic asset sales at accretive multiples, and we returned significant capital to shareholders in the form of dividends and share repurchases." Nikhil Bhalla, Chief Financial Officer, stated, "Fourth quarter occupancy was 68.7%, average daily rate was $199 and RevPAR was $137, which translated to a 1.5% RevPAR contraction versus the prior year, comprised of a 0.9% decline in occupancy and a 0.7% decline in ADR." He added, "We were especially pleased with our non-room revenue growing by 7.2% over the fourth quarter of last year, which led our total revenues to grow by 0.2%." Outlook The company provided full-year 2026 guidance of comparable RevPAR growth between 0.5% and 3%, Comparable Hotel EBITDA between $344 million and $374 million, Corporate Adjusted EBITDA between $312 million and $342 million, and Adjusted FFO per diluted share between $1.21 and $1.41. Capital expenditures are expected to be $80 million to $90 million for the year. Management noted, "We expect the first quarter to be the softest quarter as we lap difficult year-over-ye...
US President Donald Trump (R) looks on as US Secretary of Defense Pete Hegseth speaks to the press following US military actions in Venezuela | AFP via Getty Images Nearly two hours after President Donald Trump announced on Truth Social that he was banning Anthropic products from the federal government, Secretary of Defense Pete Hegseth took it one step further and announced that he was now design...
US President Donald Trump (R) looks on as US Secretary of Defense Pete Hegseth speaks to the press following US military actions in Venezuela | AFP via Getty Images Nearly two hours after President Donald Trump announced on Truth Social that he was banning Anthropic products from the federal government, Secretary of Defense Pete Hegseth took it one step further and announced that he was now designating the AI company as a "supply-chain risk". After a week of tense negotiations over the company's acceptable use policies , the Pentagon gave Anthropic an ultimatum: agree by Friday, 5:30 PM EST, to let the Pentagon use Claude for "all legal purposes," including for autonomous lethal weapons without human oversight and mass surveillance, or be designated a supply-chain risk. The designation, which is typical … Read the full story at The Verge.
The cloud computing industry is dominated by trillion-dollar tech giants like Amazon and Microsoft , which offer hundreds of solutions to help their business customers thrive in the digital age. They include everything from simple data storage to complex software development tools. DigitalOcean (NYSE: DOCN) is another cloud provider, but it exclusively serves small and medium-sized businesses (SMB...
The cloud computing industry is dominated by trillion-dollar tech giants like Amazon and Microsoft , which offer hundreds of solutions to help their business customers thrive in the digital age. They include everything from simple data storage to complex software development tools. DigitalOcean (NYSE: DOCN) is another cloud provider, but it exclusively serves small and medium-sized businesses (SMBs) with a targeted suite of cost-effective solutions. It's now using that blueprint to help its customers develop and deploy artificial intelligence (AI) software, by providing them with computing capacity from state-of-the-art data centers, and a growing portfolio of third-party models from companies like Anthropic. DigitalOcean stock has soared by 68% over the last 12 months, but with a market capitalization of just $5.7 billion, it's still a tiny player in the cloud and AI space. Here's why further upside might be on the horizon. Continue reading