North America:

  • Broadcom reports record Q1 earnings with AI sales doubling to $8.4 billion and total revenue rising 29% to $19.31 billion.
  • Berkshire Hathaway resumes stock buybacks under new CEO Greg Abel to create shareholder value.
  • Morgan Stanley announces layoffs of approximately 2,500 employees, representing 3% of its workforce.
  • Intel shares rise as CFO David Zinsner highlights strong server demand for the remainder of the year.
  • Eli Lilly launches its Employer Connect Platform to expand obesity coverage options for employer-sponsored plans.
  • Texas Instruments CEO announces that the acquisition of Silicon Labs is expected to close in the first half of 2027.
  • OpenAI surpasses $25 billion in annualized revenue, marking a 17% increase and fueling IPO speculation.
  • Anthropic faces investor pressure to address Pentagon concerns over AI safeguards.

Europe:

  • Nvidia halts production of its H200 AI chips for the Chinese market due to U.S. export controls.
  • DHL reports a 3.7% rise in 2025 operating profit but issues a cautious 2026 forecast, leading to a drop in its stock price.
  • Nexi reports 2025 results with modest revenue and EBITDA growth, a 7.2% rise in net income, and proposes a 20% dividend increase for 2026.
  • Lufthansa suspends flights to multiple destinations amid Middle East unrest and operational concerns.
  • Wizz Air forecasts its FY26 net profit to fall below previous guidance by up to €50 million due to Middle East disruptions.
  • Snam reports 2025 results surpassing guidance, announces a €14 billion investment plan through 2030, and approves a dividend of EUR0.3021 per share.
  • Campari reports a 72% rise in 2025 net profit, a 38% increase in EBITDA, and proposes a €0.10 per share dividend, up 54%.
  • Lionsgate CFO reports that 33% of its library revenue now comes from TV deals.
  • USA Rare Earth will acquire the remaining minority interest in its Round Top Texas rare-earth deposit in an all-stock deal valued at approximately $73 million.
  • Bunge is exploring alternative shipping routes due to the Middle East conflict.

Rest of World:

  • BYD introduces the Song Ultra SUV with pre-sale prices starting at 155,000 yuan.
  • Tech Mahindra partners with Microsoft to launch an AI platform for telecom and a data mesh transformation solution.
  • MRPL shuts down a 100,000-barrel-per-day crude unit due to an oil shortage caused by disruptions in the Strait of Hormuz.
  • TSMC reassures that the Iran-related conflict poses no significant risk to its raw material supply chain.