North America:

  • Nvidia receives approval from Chinese authorities to sell its H200 AI chips in China, reopening a significant revenue stream.
  • Amazon CEO Andy Jassy projects AWS revenue to double to $600 billion by 2036, driven by AI advancements and significant capital investment.
  • Johnson & Johnson receives FDA approval for Icotyde, a first-of-its-kind oral peptide therapy for moderate-to-severe plaque psoriasis.
  • Oracle introduces Fans Score, a new service suite for mobile ordering and customer engagement, and launches an AI Smart Assistant to optimize restaurant operations globally.
  • New Fortress Energy submits a delayed 10-K report to the U.S. SEC and plans to spin off its Brazilian operations into a standalone entity by mid-2026.
  • Air Products reports that higher energy prices in Europe are significantly impacting its large operations.
  • Lululemon projects 2026 revenue and earnings below Wall Street estimates amid rising competition and board turmoil.

Europe:

  • UBS completes the migration of former Credit Suisse clients in Switzerland, marking a significant step in its post-acquisition integration.
  • AerCap places a firm order for 100 Airbus A320neo family aircraft to modernize its fleet with fuel-efficient planes.
  • UniCredit is considering revising its offer for Commerzbank as negotiations progress, with the final outcome expected by 2026.
  • Boliden announces a total investment of 5.5 billion SEK in a new underground shaft at Garpenberg and a demonstration plant at Rönnskär.
  • Aumovio reports a 45.5% rise in adjusted pre-tax profit to €717m despite a 5% drop in revenue, driven by cost cuts.
  • Skistar reports Q2 earnings slightly below expectations, with an 8.2% revenue increase and adjusted operating profit rising 8% to SEK 1.277 billion.
  • Wästbygg Gruppen AB secures multiple contracts, including a SEK 230 million housing order in Jönköping and other agreements totaling over SEK 400 million.
  • Manchester & London Investment Trust reports a 2.6% decline in NAV per share and announces an interim dividend of 20 pence per share.
  • Gran Tierra Energy announces a strategic partnership with Ecopetrol, securing a 49% working interest in the Tisquirama block in Colombia.

Rest of World:

  • Samsung Electronics announces a treasury share buyback plan worth 7.17 trillion won.
  • Tencent Holdings reports a 13% year-over-year Q4 revenue growth and a 13.5% rise in net profit, driven by strong gaming revenue and AI investments.
  • BHP Group announced Brandon Craig as its new CEO, succeeding Mike Henry, with a focus on copper and potash expansion.
  • Elliott Investment Management has built a significant stake in Mitsui O.S.K. Lines, urging management to adopt an ambitious medium-term plan.
  • Eni has made final investment decisions on the Gendalo, Gandang, Geng North, and Gehem gas fields in Indonesia.
  • Woodside Energy appoints Liz Westcott as its new CEO and highlights the Louisiana LNG project as a key priority.
  • Asahi Kasei, Nippon Steel, and Nippon Steel Trading collaborate to recycle chlor-alkali electrolysis cell scrap into high-quality pure titanium.
  • YY Group Holding Ltd announces a strategic investment in Arros AI, confirms FY2026 revenue guidance, and plans workforce expansion in Malaysia.