Caterpillar Crushes Earnings on AI Data Center Boom Despite Tariff Headwinds
Caterpillar beats Q4 earnings estimates with $5.16/share as AI data center demand drives power equipment sales, though company warns of $2.6B tariff impact in 2026.
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Las Vegas Sands Q4 2025: Strong Earnings But Macao Weakness Sparks Sell-Off
Las Vegas Sands (LVS) reports Q4 profit jump to $395M with strong Singapore performance, but Macao disappointment triggers 10% stock drop on higher event and labor costs.
BMO Downgrades First Solar as Tesla Eyes In-House Solar Manufacturing
BMO Capital cuts First Solar to Market Perform, citing concerns that Tesla’s solar manufacturing plans could pressure FSLR shares and investor sentiment.
Nokia Meets Q4 Targets as AI Push Continues, Chair Baldauf to Step Down
Nokia (NOK) reports Q4 earnings in line with expectations, driven by AI and data center demand. Long-serving chair Sari Baldauf to be replaced by Timo Ihamuotila.
Steel Partners Makes $18 Acquisition Offer for InMode
Steel Partners proposes to buy 51% of InMode shares at $18 each, a 29% premium, citing poor stock performance and excessive cash holdings.
Southwest Airlines Soars with Strong 2026 Profit Forecast After Major Business Transformation
Southwest Airlines (LUV) beats Q4 estimates and forecasts 2026 adjusted EPS of at least $4.00, up 300%+ from 2025, driven by new revenue initiatives including assigned seating and bag fees.