TSMC delivered a strong finish to 2025, reporting fourth-quarter revenue of $33.7bn, up 20.5% year on year, while net income and earnings per share surged 35%, underscoring robust demand for advanced semiconductors. Profitability remained exceptional, with a gross margin of 62.3%, operating margin of 54.0% and net profit margin of 48.3%, reflecting both scale advantages and pricing power in leading
Verizon faces several challenges going into early 2026. The U.S. wireless market is crowded, making it hard for the company to add new customers, and it has recently been losing higher-value postpaid subscribers. Growth areas like home internet are also slowing, while competitors such as T-Mobile and cable companies are taking customers with cheaper offers. At the same time, Verizon
Netflix is in a major transition, moving from focusing purely on subscriber growth to prioritizing monetization through its ad-supported tier and a potential acquisition of Warner Bros. Discovery. The stock currently trades around $91, down about 33% from its 52-week high of $134, with a P/E ratio of 37.3x, which is below its five-year average, suggesting it may be undervalued.
Whitbread delivered a strong third-quarter performance in FY26, supported by positive trading momentum in both the UK and Germany. Total Group sales rose 2% to £781 million, driven by higher accommodation sales across Premier Inn UK and Premier Inn Germany, partially offset by lower UK food and beverage sales due to the company's strategy of converting lower-return restaurants into hotel
JPMorgan Chase reported strong fourth-quarter 2025 results, with net income of $13.0 billion, or $4.63 per share. Excluding a one-off item related to a new credit card partnership, net income would have been $14.7 billion, or $5.23 per share. For the full year, the bank earned $57.0 billion in net income. Revenue for the quarter rose 7% year over year to
Tesco reported strong sales over the 19 weeks ending 3 January 2026, combining Q3 and Christmas results, with Group like-for-like sales up 2.9%. In the UK, like-for-like sales grew 3.7%, with Tesco reaching its highest market share in over a decade at 29.4% in the final four weeks. Growth was driven by fresh food, which rose 6.6%, and strong sales
Nvidia is transitioning from its Blackwell phase into the new Rubin architecture, which was formally introduced in early 2026. The key catalyst is the Vera Rubin NVL144 CPX platform, combining the new Vera CPU with the Rubin GPU. This system is designed for massive-context workloads, meaning it can process millions of tokens for generative video and advanced agent-based AI. Demand
The European defense sector has shifted into a "growth-at-a-premium" phase, driven by rising defense budgets, technological integration, and geopolitical tensions. Among the top players, BAE Systems, Leonardo, and Thales each hold distinct strategic positions. For BAE Systems (BA.GB/GBX) 2026 will be a big year, a key ramp-up year for BAE's SSN-AUKUS submarine program, supported by the UK's plan to expand its
Mondelez International, known for Oreo and Cadbury, faces several challenges in 2026 despite its strong global market share. Margins remain under pressure due to high cocoa costs locked in by hedging, and consumers are less willing to accept price increases, hurting sales volume. The rise of weight-loss drugs like Ozempic is reducing snacking, especially in developed markets where biscuit sales
Italgas has firmly established itself as the leading gas distribution operator in Europe. Following the €5.3 billion acquisition of 2i Rete Gas, the company now controls roughly 55% of the Italian market and operates a network of approximately 155,000 kilometers serving nearly 13 million customers. This acquisition effectively removed its main domestic competitor and reinforced Italgas's scale advantage, bargaining power,
The iShares Silver Trust is currently experiencing extraordinary momentum in early 2026, building on a massive 145% surge from the previous year. As of January 7, 2026, the ETF has climbed to approximately 73.71, marking a nearly 40% monthly increase and a 14% gain in just the first week of the new year. This rally is driven by a unique
Platinum market is projected to enter its fourth consecutive year of supply shortfall, with some analysts predicting a deficit as high as 460,000 ounces. Even if the market technically reaches a balance, it will not be enough to rebuild depleted above-ground stocks, keeping market conditions historically tight. The bullish momentum is further driven by a capital rotation away from record-high gold
Gold's outlook for 2026 remains uncertain, with market volatility and geopolitical risks expected to continue. Current prices reflect the main economic expectations, suggesting gold may trade within a narrow range if conditions do not change significantly. Factors that tend to support gold, such as slower growth, lower interest rates, and ongoing global tensions, appear stronger than those that could weaken
Lennar Corporation reported higher homebuilding volumes in Q4 and full-year 2025 despite weaker profitability. Q4 net earnings were $490 million, or $1.93 per share, and $514 million, or $2.03 per share, adjusted for a $123 million gain on technology investments and a $156 million one-time Millrose loss. Full-year net earnings were $2.1 billion, or $7.98 per share, and $8.06 per
Oracle's Fiscal Year 2026 Q2 results show total revenue of $16.1 billion, up 14% year-over-year. Cloud revenue, combining IaaS and SaaS, reached $8.0 billion, a 34% increase, with Oracle Cloud Infrastructure (IaaS) at $4.1 billion, up 68%, and Cloud Applications (SaaS) at $3.9 billion, up 11%. Fusion Cloud ERP generated $1.1 billion in revenue, up 18%, while NetSuite Cloud ERP
AutoZone reported strong sales growth but lower earnings for its first quarter of fiscal 2026 ended November 22, 2025. Net sales increased 8.2% to $4.6 billion, driven by a 4.7% rise in constant currency same-store sales and a robust 14.5% jump in domestic commercial sales. While the top line expanded, profitability faced headwinds; gross profit margin dropped 203 basis points
Marvell Technology reported record quarterly revenue of $2.075B, up 37% year-over-year and above guidance. GAAP gross margin was 51.6%, and non-GAAP gross margin was 59.7%. GAAP net income reached $1.9B ($2.20 per share), boosted by the sale of its automotive ethernet business to Infineon for $2.5B, resulting in a $1.8B gain. Non-GAAP net income was $655M ($0.76 per share). Operating
Deere & Company reported net income of $1.065 billion, or $3.93 per share, for the fourth quarter of 2025, compared with $1.245 billion, or $4.55 per share, in the same period of 2024. For the full fiscal year 2025, net income attributable to Deere was $5.027 billion, or $18.50 per share, down from $7.100 billion, or $25.62 per share, in
Zoom Communications reported third-quarter FY2026 revenue of $1.23 billion, up 4.4% from last year, with enterprise revenue rising 6.1% and online revenue up 2%. GAAP operating margin was 25.2%, non-GAAP margin 41.2%, and GAAP earnings per share were $2.01, a 204% increase, while non-GAAP EPS was $1.52, up 10.1%. Operating cash flow was $629 million, and free cash flow was
Lowe's reported Q3 2025 net earnings of $1.6 billion, with diluted EPS of $2.88 and adjusted diluted EPS of $3.06, up 5.9% from last year after excluding $129 million in acquisition-related costs. Total sales reached $20.8 billion, a rise from $20.2 billion, with comparable sales up 0.4%, supported by Pro sales, double-digit growth in home services, and 11.4% online sales
Walmart had a strong third quarter. Sales grew to $179.5 billion, helped by very fast eCommerce growth of 27%. The company earned less on a GAAP basis because of a one-time charge at PhonePe, but adjusted profit increased, showing the business is performing well. In the U.S., Walmart's sales and online orders grew solidly, and operating income increased. International sales
The NVIDIA Q3 Fiscal 2026 report announced record revenue of $57.0 billion, up 62% year-over-year, driven overwhelmingly by the Data Center segment's record $51.2 billion in revenue (up 66% Y/Y), with CEO Jensen Huang stating that "Blackwell sales are off the charts, and cloud GPUs are sold out" due to compounding compute demand in the virtuous cycle of AI. The
In Q3 2025, Target reported net sales of $25.3 billion, down 1.5% from the prior year, as merchandise sales declined 1.9% while non-merchandise sales, including Roundel, membership, and marketplace revenue, grew 17.7%. GAAP EPS was $1.51, and adjusted EPS, which excludes non-recurring charges, was $1.78, both lower than the prior year. Comparable store sales fell 3.8%, partially offset by a
The Walt Disney Company reported $94.4 billion in revenue for fiscal year 2025, up 3% from last year, with fourth-quarter revenue of $22.46 billion, similar to the previous year. Income before taxes rose to $12 billion for the year, up 59%, and doubled in the fourth quarter to $2.05 billion. Full-year earnings per share were $6.85, up from $2.72, and