Microsoft (NasdaqGS:MSFT) has introduced Critique and Council for Copilot, bringing a multi model and cross model comparison approach to its enterprise AI assistant. New autonomous business execution platforms, such as Gieni ABX, are being built entirely on Microsoft Azure to run end to end business workflows. These launches and ecosystem deployments highlight a shift toward AI agents that handle ...
Microsoft (NasdaqGS:MSFT) has introduced Critique and Council for Copilot, bringing a multi model and cross model comparison approach to its enterprise AI assistant. New autonomous business execution platforms, such as Gieni ABX, are being built entirely on Microsoft Azure to run end to end business workflows. These launches and ecosystem deployments highlight a shift toward AI agents that handle full operational tasks rather than serving only as productivity helpers. For investors watching...
Pla2na/iStock via Getty Images Tax overhauls by President Donald Trump have helped major corporations in the U.S. save at least $65B in taxes, according to an analysis of regulatory filings by Bloomberg . Annual corporate tax revenues fell by around $65B in 2025, with nearly 12 of the 50 largest listed companies in the U.S. attributing the decline in taxes to Trump’s $3.4T “One Big Beautiful Bill ...
Pla2na/iStock via Getty Images Tax overhauls by President Donald Trump have helped major corporations in the U.S. save at least $65B in taxes, according to an analysis of regulatory filings by Bloomberg . Annual corporate tax revenues fell by around $65B in 2025, with nearly 12 of the 50 largest listed companies in the U.S. attributing the decline in taxes to Trump’s $3.4T “One Big Beautiful Bill Act.” Companies across industries, including Big Tech, telecom, pharmaceuticals, and retail, managed to pay less in taxes last year. Amazon ( AMZN ) declared $2.8B in federal cash income taxes in 2025, significantly lower than the over $7B recorded the prior two years. The e-commerce giant noted in an annual filing that the law “significantly decreased” its cash taxes last year and expects it to again in 2026. In addition to Amazon, tech giants Meta Platforms ( META ) and Palantir Technologies ( PLTR ) also said they will benefit from the accelerated and catch-up R&D deduction. Meta’s cash taxes dropped to $7.6B in 2025 from $10.6B in 2024. In the pharma space, Eli Lilly ( LLY ) paid about $500M less in federal cash income taxes last year even as U.S.-based income surged by $13B, according to an annual regulatory filing, while AbbVie ( ABBV ) said the new law had a “favorable impact” on cash payments, which totaled $3.6B across jurisdictions in 2025 compared to $4.1B the year before. In the consumer sector, retailers Home Depot (HD ) and Walmart (WMT ) also cited the bill as reasons for lower cash tax payments in annual regulatory filings. Meanwhile, federal cash tax payments from telecom giants Verizon (VZ ) and AT&T (T ) declined by around half in 2025. For some companies, the impact of the new law was mixed or even negative, as accelerated deductions provided near-term savings at the expense of future tax benefits. IBM (IBM ) said it took an around $300M paper hit after reassessing its long-term tax position under the new rules. Meanwhile, AMD ( AMD ) said accelerated R&...
BlackRock ( BLK ) is teaming up with the Greater Manchester Pension Fund to invest £1B in UK’s NHS property, the Financial Times reported. BlackRock will contribute to a joint portfolio along with £150M of investment from GMPF. Along with other new pension fund investors, they aim to build a portfolio worth £1b over the next five years, the report said. John Benham, head of UK open-ended funds at ...
BlackRock ( BLK ) is teaming up with the Greater Manchester Pension Fund to invest £1B in UK’s NHS property, the Financial Times reported. BlackRock will contribute to a joint portfolio along with £150M of investment from GMPF. Along with other new pension fund investors, they aim to build a portfolio worth £1b over the next five years, the report said. John Benham, head of UK open-ended funds at BlackRock, told FT the asset manager was “incredibly excited” to “partner with GMPF to accelerate the availability of private capital for these essential assets”. More on BlackRock The Gold Standard Of Asset Management: BlackRock Wall Street Lunch: Private Credit Funds Face $10B Investor Exit Wave BlackRock: Diversification Away From ETFs Comes To Bite Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’ Trump administration proposes rules to include alternative investments in 401(k) plans
Intel's updated model holds the fair value estimate essentially steady at US$47.11 versus US$47.12, signaling only a tiny shift in the price target despite a fresh pass at the numbers. That small move sits against a backdrop of mixed analyst research, where some highlight potential upside from advanced packaging and data center demand, while others flag execution risk and already full expectations...
Intel's updated model holds the fair value estimate essentially steady at US$47.11 versus US$47.12, signaling only a tiny shift in the price target despite a fresh pass at the numbers. That small move sits against a backdrop of mixed analyst research, where some highlight potential upside from advanced packaging and data center demand, while others flag execution risk and already full expectations. As you read on, you will see how to interpret these threads and track the next turns in Intel's...
Aya Gold & Silver press release ( AYASF ): Q4 GAAP EPS of $0.12. Revenue of $75.32M (+706.4% Y/Y) driven by a higher average net realized AgEq price of $58.39/oz (up 47% QoQ and 111% YoY). Operating cash flow of $72M for the full year, with $136M in cash and cash equivalents at year-end, supporting the development of the Boumadine Project. Full-year consolidated production of 5.0 Moz AgEq in 2025,...
Aya Gold & Silver press release ( AYASF ): Q4 GAAP EPS of $0.12. Revenue of $75.32M (+706.4% Y/Y) driven by a higher average net realized AgEq price of $58.39/oz (up 47% QoQ and 111% YoY). Operating cash flow of $72M for the full year, with $136M in cash and cash equivalents at year-end, supporting the development of the Boumadine Project. Full-year consolidated production of 5.0 Moz AgEq in 2025, tripled YoY, driven by the successful ramp-up of the Zgounder Silver Mine ("Zgounder"). Q4‑2025 accounted for 1.54 Moz AgEq, of which 0.17 Moz ( 3 ) came from the Boumadine pyrite reclaim operation. Cash costs ( 4 ) of $20.25/oz and $19.91/oz AgEq sold for full-year 2025 and Q4-2025, respectively. Full-year Zgounder production of 4.83 Moz Ag in 2025, including 1.37 Moz Ag in Q4-2025, up 2% QoQ, driven by record milling throughput. Q4-2025 mining rate of 4,187 tonnes per day ("tpd") 2026 Operation Outlook Building on the operational and exploration achievements of 2025, Aya expects 2026 to be a year of strong execution, focused on operations and advancing exploration and development initiatives. Based on the current mine plan and operating assumptions, the Corporation reiterates the following 2026 outlook as follows: Total Production: between 6.2 and 6.8 Moz AgEq. Zgounder Silver Mine: production of 5.2 to 5.8 Moz Ag, at an average cash cost ( 4 ) of approximately $21.50/oz AgEq. Boumadine pyrite stockpile reclaim operation: production of approximately 1.0 Moz AgEq at a cash cost of approximately $10/oz AgEq. Planned capital and exploration expenditures are $36M and $60M, respectively, and remain subject to ongoing review and market conditions. More on Aya Gold & Silver Inc. Aya Gold & Silver: Cheap Based On Earnings And Long-Term Growth Potential Aya Gold & Silver Inc. (AYA:CA) Presents at TD Cowen 17th Annual Global Mining Conference - Slideshow Aya Gold & Silver: Undervalued Pure Silver Cash Flow With Huge Long-Term Growth Potential Historical earnings data for Aya Gold ...
US equity futures rise as President Trump reportedly tells his aides that he's willing to end the US military campaign against Iran, according to the Wall Street Journal. Oil wavering on the report along with Iran hitting a fully laden Kuwaiti oil tanker off Dubai in a drone attack. US retail gas rising above $4 a gallon for the first time since August 2022. Sam Lynton-Brown of BNP Paribas expects...
US equity futures rise as President Trump reportedly tells his aides that he's willing to end the US military campaign against Iran, according to the Wall Street Journal. Oil wavering on the report along with Iran hitting a fully laden Kuwaiti oil tanker off Dubai in a drone attack. US retail gas rising above $4 a gallon for the first time since August 2022. Sam Lynton-Brown of BNP Paribas expects central banks to remain hawkish. (Source: Bloomberg)
In this article ULVR-GB Follow your favorite stocks CREATE FREE ACCOUNT Unilever signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 8, 2025. Bloomberg | Bloomberg | Getty Images Global consumer goods giant Unilever is enforcing an immediate hiring pause as the firm tackles "significant challenges" amid the Middle East conflict. Unilever, the parent company ...
In this article ULVR-GB Follow your favorite stocks CREATE FREE ACCOUNT Unilever signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 8, 2025. Bloomberg | Bloomberg | Getty Images Global consumer goods giant Unilever is enforcing an immediate hiring pause as the firm tackles "significant challenges" amid the Middle East conflict. Unilever, the parent company of brands like Dove, Axe, Comfort and Hellman's, said its hiring freeze will affect staff across all levels and will last at least three months, according to a memo seen by Reuters and sent to staff last week. The Reuters report was published on Monday. "Macro economic and geopolitical realities, especially in the Middle East conflict... bring some significant challenges for the coming few months," Fabian Garcia, president of Unilever's personal care unit, said in the memo. In a statement to CNBC, Unilever said, "Reflecting the uncertain external environment, we have decided to put in place a temporary pause on our recruitment. We remain an agile business and will always adjust our plans as necessary." watch now VIDEO 4:26 04:26 What the Iran war means for affordability Politics The firm currently employs 96,000 employees and operates in 190 countries. Its core business groups include beauty & wellbeing, personal care, home care, and food. Unilever had already committed in 2024 to 800 million euros (roughly $918 million) in cost savings, which would see the reduction of 7,500 office-based roles. The company had delivered 670 million euros in savings by the end of 2025 and expects a further 130 million euros in savings in 2026, according to its latest financial report . The consumer goods sector is amongst several to be impacted by the U.S.-Iran war, which began on Feb. 28 and sent oil prices soaring to over $100 a barrel , raising concerns about the price of petrol and broader inflation across food, transport, and household goods. Airlines were among the most immediately im...
Richard Drury/DigitalVision via Getty Images Commentary as of 12/31/25 The fund posted returns of -5.19% (Institutional shares) and -5.24% (Investor A shares, without sales charge) for the fourth quarter of 2025. The largest contributors to relative performance were investment decisions in the health care, information technology (IT), and financials sectors. The largest detractors from relative re...
Richard Drury/DigitalVision via Getty Images Commentary as of 12/31/25 The fund posted returns of -5.19% (Institutional shares) and -5.24% (Investor A shares, without sales charge) for the fourth quarter of 2025. The largest contributors to relative performance were investment decisions in the health care, information technology (IT), and financials sectors. The largest detractors from relative returns were investment decisions in the consumer discretionary, real estate, and industrials sectors. The largest exposures were in the industrials, IT, and health care sectors. During the quarter, the fund increased its allocations to the health care and consumer discretionary sectors, and reduced its exposures to the IT and financials sectors. Contributors Detractors Stock selection in the health care sector was the largest contributor to relative performance, notably in the biotechnology industry. Security selection in the IT sector, namely in the semiconductors & semiconductor equipment industry, boosted relative results. In the financials sector, selection decisions in the financial services industry added value. The largest detractor was stock selection in the consumer discretionary sector, notably in the hotels, restaurants & leisure industry. In the real estate sector, security selection in the real estate management & development industry hindered performance. Another meaningful detractor included security selection in the industrials sector, particularly in the aerospace & defense industry. Click to enlarge Further insight U.S. equities enter 2026 with strong momentum after another standout year. Despite questions about enthusiasm driven by artificial intelligence (AI) and global performance dispersion, the macroeconomic backdrop remains supportive, with Federal Reserve interest rate cuts, resilient consumers, upgraded growth forecasts, and policy tailwinds boosting competitiveness. Earnings revisions favor U.S. companies, and leadership is broadening beyond the so...