North America:

  • Nvidia: Concerns over the future competitiveness of U.S. tech firms have risen due to the disruption caused by the low-cost Chinese AI model, DeepSeek.
  • Microsoft: The company is facing challenges from DeepSeek's cost-effective AI models, which are causing market shifts and increased investor scrutiny.
  • Meta Platforms, Inc.: Despite sector declines and insider sales, Meta is expected to post strong Q4 earnings, buoyed by CRM and AI integrations.
  • Royal Caribbean Group: Anticipates a strong profit in 2025, with robust cruise travel demand reflected in positive Q4 financial results and earnings guidance.
  • Lockheed Martin Corporation: Reported a profit forecast and Q4 2024 earnings that fell short of expectations due to F-35 tech upgrade delays and muted sales.
  • RTX Corporation: Reported a rise in Q4 profit and revenue, driven by increased demand for aircraft parts and repair services.
  • General Motors Company: Reported a strong Q4 and projected an adjusted EPS of $11.00 to $12.00 for fiscal year 2025.
  • Equity LifeStyle Properties, Inc.: Reported a Q4 revenue surpassing estimates and a 7% increase in normalized FFO to $0.76 per diluted share.
  • Amazon.com, Inc.: Workers at a Whole Foods in Philadelphia voted to unionize, and Amazon plans to initiate drone deliveries from Darlington.
  • ConocoPhillips: A U.S. federal judge in Delaware has approved new terms for the auction of shares in Citgo's parent company.
  • Starbucks Corporation: Belinda Wong has retired from her position as the chairwoman of Starbucks China.

Europe and Asia:

  • AstraZeneca PLC: The US FDA has approved Enhertu, a drug for treating certain types of inoperable breast cancer.
  • SAP SE: Exceeded earnings expectations with significant growth in cloud sales and AI services, leading to raised profit and sales forecasts for 2025.
  • Atlas Copco AB: Exceeded Q4 2024 earnings expectations and proposed a dividend, forecasting stable customer activity.
  • AIB Group plc: The Irish government has sold a 5% stake in AIB Group, planning a complete exit later this year.
  • Siemens Energy AG: Reported a lower Q1 profit but higher revenue, exceeding expectations and raising its full-year profit target.
  • HSBC Holdings plc: Is scaling back its investment banking operations in the UK, Europe, and the Americas.
  • HEXPOL AB: Reported lower than expected revenue and profit for Q4 2024 but announced a higher than anticipated ordinary dividend.
  • ING Groep N.V.: Agreed to sell its Russian business, resulting in a post-tax loss and marking its exit from Russia.
  • UBS Group AG: In advanced discussions to enhance its presence in the Indian wealth market by potentially partnering with 360 One WAM.
  • Airbus SE: Helicopters experienced significant growth with a 4% increase in deliveries and a 15% rise in orders in 2024.
  • SoftBank Group Corp.: Faced a sharp decline in Asian technology stocks due to the rise of Chinese AI startup DeepSeek.
  • Volkswagen AG: VW's CEO is discussing potential investments in Europe with joint venture partners from China.
  • ANZ Group Holdings Limited: Lost its credit trading team to a competing bank following a reduction in bonuses.
  • Mercedes-Benz Group AG: Anticipates an increase in the profit margin for its car division in the fourth quarter.
  • Commonwealth Bank of Australia: Sold its stake in the Bank of Hangzhou.
  • DBS Group Holdings Ltd: Raised its ownership in Shenzhen Rural Commercial Bank.
  • TSMC (Taiwan Semiconductor Manufacturing Company): Taiwan maintains that its chip business collaboration with the US remains beneficial, despite tariff threats.
  • Saudi Telecom Company: Secured a contract to develop, operate, and provide telecommunications infrastructure services in Saudi Arabia.
  • National Australia Bank Limited: Australia saw an improvement in business conditions in December 2024, especially in the retail sector.