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Omnicom reported Q4 revenue of $5.53B, beat estimates, announced a $5B buyback, and doubled its merger synergy target to $1.5B. The stock surged 15%.
Micron has surged 400% since mid-2024 as AI memory demand pushes margins from 18% to 56%. With HBM4 fully booked through 2026 and $50 billion in fab expansion, the supercycle is accelerating.
Alphabet will spend up to $185 billion on AI infrastructure in 2026, nearly doubling 2025's $91 billion. With Gemini at 750 million users and Google Cloud growing 48%, the scale is unprecedented.
UPS is eliminating 78,000 positions across 2025-2026 and closing dozens of facilities as it pivots from Amazon's low-margin volume to healthcare logistics. The $3 billion bet is reshaping American shipping.
Amazon jumped 2%, Nike climbed 2%, and Etsy surged after the Supreme Court struck down Trump's IEEPA tariffs. Here's which retail stocks won and what it means for investors.
Blue Owl Capital permanently restricted withdrawals from its retail private credit fund, triggering a 10% stock drop and sending Blackstone, Apollo, and KKR down 5-8%. Here's what happened.
Wingstop's stock surged 12% on earnings but the first same-store sales decline in 22 years tells a story about lower-income consumer stress in 2026.
Quanta Services reported record Q4 revenue of $7.84 billion and a $44 billion backlog as data centers and AI demand accelerate America's electric grid modernization.
Walmart's Q4 FY2026 results confirm the retailer's remarkable transformation into a high-income destination, but the company's cautious 2026 guidance signals that tariff pressures are the defining challenge ahead.
eBay is acquiring Depop, the Gen Z fashion resale marketplace, from Etsy for $1.2 billion. Etsy shares surged 16% on the news as investors cheered the strategic exit.
US durable goods orders surged 7.8% in 2025 to a record $3.73 trillion, driven by AI infrastructure investment in machinery, electrical equipment, and computer manufacturing.
DoorDash delivered $3.45 billion in Q4 revenue and beat adjusted earnings estimates, but a GAAP EPS miss and soft Q1 EBITDA guidance sent shares down 7% in after-hours trading.