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AAA projects a record 21.7 million Americans will cruise in 2026, up 4.5% from 2025. The cruise industry's resurgence has lifted stocks across the sector as booking demand reaches historic levels.
Delayed Census Bureau data shows construction spending rose 0.5% in October, with AI-related data center projects driving a fivefold increase in power infrastructure investment since 2024.
CN Rail posts Q4 EPS of C$2.08, beating estimates, while announcing its 30th straight annual dividend increase and a new $24 million share buyback program.
Insurance giant Aon beats Q4 earnings estimates with $4.85 EPS, generates $3.2 billion in free cash flow, and pays down nearly $2 billion in debt while maintaining strong 2026 guidance.
Cox Automotive projects U.S. new vehicle sales will fall 2.4% to 15.8 million units in 2026, with EV market share stuck near 8% as tax credit expiration and consumer hesitancy slow adoption.
Comcast, Charter, and Altice now face declining broadband subscribers—not just TV—as fixed wireless and fiber competition reshape the telecommunications landscape.
British pharma giant strikes dual strategy: massive China investment for drug development plus US deal that delays tariffs by three years.
LyondellBasell reports Q4 amid industry margins 45% below historical averages, achieving $800M in cash improvements while preparing for continued volatility in 2026.
The GENIUS Act's comprehensive stablecoin framework enters full implementation in 2026, bringing reserve requirements, audit standards, and clear regulatory pathways to the $200 billion market.
Las Vegas Sands reported Q4 earnings that beat expectations, with Marina Bay Sands generating $806 million in EBITDA—the highest quarterly result in casino hotel history.
Nvidia has declined to use Intel's advanced 18A chip manufacturing process, dealing a significant setback to Intel's turnaround strategy as the company struggles to secure major foundry customers.
China has conditionally approved DeepSeek, ByteDance, Alibaba, and Tencent to purchase over 400,000 Nvidia H200 AI chips, marking a significant shift in U.S.-China tech relations.