Spotify Beats Expectations with Record User Growth in Q4 2025
Spotify adds 38M users in Q4 2025, beating forecasts. Stock jumps 10% as new co-CEOs deliver strong earnings, higher margins, and optimistic Q1 outlook despite slowing revenue growth.
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Coca-Cola Q4 2025: Revenue Miss Amid Shifting Consumer Trends
Coca-Cola misses Q4 revenue expectations as North American demand weakens. Company projects 4-5% organic growth for 2026 despite headwinds from weight-loss drugs and healthier consumer choices.
TSMC's January Revenue Surges 37% on Booming AI Chip Demand
TSMC reports strong 37% revenue growth in January 2026, exceeding annual targets as AI chip demand drives record capital spending and potential US tariff exemptions.
BP Halts Share Buybacks, Takes $4B Green Energy Writedown
BP suspends buybacks to strengthen balance sheet amid struggling renewables, $22B debt, and falling oil prices. Shares drop 5% as company shifts focus.
Morgan Stanley Restarts Qualcomm Coverage With Cautious Outlook
Morgan Stanley resumes coverage of Qualcomm with an Underweight rating, citing optimized earnings and memory shortages that could pressure Android phone demand in 2026.
Jefferies Upgrades Vistra to Buy After Stock Pullback
Jefferies raises Vistra rating to Buy with a $203 price target, citing better risk/reward and growth potential from data center contracts.