North America:

  • Analog Devices: Reported Q1 2025 earnings with revenue and EPS generally beating estimates. Announced an 8% dividend increase and a $10 billion share buyback, but expects lower-than-anticipated revenue for Q2 between $2.40B and $2.60B and adjusted EPS between $1.58 and $1.78.
  • Citigroup: Finance leaders in the UK are advocating for reduced investment taxes, while Citigroup increased CEO Jane Fraser's compensation to $34.5 million for 2024, appointed Nicole Giles as the new Chief Accounting Officer, and experienced insider share sales.
  • Intel: Silver Lake is in exclusive discussions to acquire a majority stake in Intel's programmable chip business, Altera, with the deal reportedly valued at around $9 billion, causing Intel's shares to surge amid broader gains in tech stocks.
  • Alphabet: Google has settled multiple tax disputes in Italy for amounts around $340 million and introduced an AI co-scientist to boost research. The company also warned of security threats from Russia-aligned actors targeting Signal Messenger.
  • Trimble: Reported a 43% increase in fourth-quarter revenue for its AECO segment, exceeded Wall Street's revenue estimates for the quarter, and provided an optimistic revenue forecast for the first quarter.
  • Arista Networks: Experienced a significant increase in demand for its cloud networking gear due to a surge in artificial intelligence applications, leading to a 25% revenue increase to $1.93 billion in Q4 2025, with earnings of $0.65 per share.
  • Prog Holdings: Reported better-than-expected Q4 earnings and revenue, yet provided lower guidance for 2025 and anticipates Q1 revenues and EPS below FactSet's estimates.
  • Celanese: Reported a quarterly loss influenced by destocking in automotive and industrial sectors, announced the closure of its Luxembourg operations, and managed to beat the FactSet EPS estimate.
  • Chevron: Planning to cut up to 20% of its workforce, approximately 8,000 jobs, due to business complexities and high costs.

Europe:

  • AngloGold Ashanti: Reported a significant increase in annual profits and raised its gold production forecast for 2025, alongside announcing a change in its dividend policy.
  • BHP Group: Successfully raised $3 billion through the issuance of senior unsecured bonds in the United States.
  • Glencore: Contemplating relocating its primary listing from the London Stock Exchange and planning a $2.2 billion payout to shareholders and a $1 billion share buyback.
  • HSBC Holdings: Reports mixed financial results for 2024 with higher profits and EPS, a decline in revenue, and announces strategic moves including a $2 billion share buyback program.
  • BP plc: Under pressure from investors including Elliott Management, is considering selling its Castrol lubricants business for about $10 billion.
  • BAE Systems: Reported strong financial performance for 2024, with a 10% increase in EPS and a 14% rise in underlying EBIT.
  • MTU Aero Engines: Raised its revenue forecasts for 2025, attributing the increase to a stronger U.S. dollar.
  • UniCredit: Glass Lewis criticizes UniCredit's bid for Banco Bpm, while UniCredit issues EUR 1 billion in AT1 bonds and collaborates with Quant>ICO.
  • Rio Tinto: Mitsui & Co. has acquired a 40% stake in Rio Tinto's Rhodes Ridge iron ore project in Australia for $5.34 billion.
  • National Australia Bank: Experienced a decrease in first-quarter profit and cash earnings, primarily due to increased competition and higher credit impairments against business loans.

Asia:

  • Alibaba Group Holding: Chinese AI startup DeepSeek is considering raising outside funding for the first time, attracting interest from Alibaba and state funds.
  • Aramco: Set to acquire a 25% stake in Unioil Petroleum Philippines, expanding its retail market presence.
  • Mitsui & Co.: CEO anticipates sustained long-term demand for iron ore as the company invests $5.342 billion to acquire a 40% stake in Australia's Rhodes Ridge Iron Ore Project.