Holiday Retail Sales Set to Hit $1 Trillion for the First Time Ever
The 2025 holiday shopping season is on track to surpass $1 trillion in retail sales for the first time. Here's what's driving the milestone and what it means for investors.
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The 2025 holiday shopping season is on track to surpass $1 trillion in retail sales for the first time. Here's what's driving the milestone and what it means for investors.
The longest government shutdown in history ended after 43 days, but October's jobs and inflation data may never be released. Here's what that means.
Experts have been calling for a housing collapse for three years. The data tells a different story—and reveals what's really happening to home prices.
Nvidia reported record Q4 revenue of $68.1 billion, up 73% year-over-year, but shares fell 5.5% as customer concentration fears and AI monetization questions reshape the semiconductor trade.
First Solar forecast 2026 revenue of $4.9-$5.2 billion against Wall Street's $6.12 billion estimate. Federal permitting delays, a $135 million tariff hit, and analyst downgrades sent shares tumbling 18%.
Snowflake's Q4 revenue hit $1.28 billion with AI-driven bookings surging 42%, as 9,100 accounts now run AI workloads and remaining performance obligations reached $9.77 billion.
Penn Entertainment stock jumped 13% after Q4 2025 revenue of $1.81 billion beat estimates, with iCasino revenue hitting an all-time high following the ESPN Bet exit.
Nu Holdings fell 9.55% on Feb. 26 despite posting $4.69 billion in Q4 revenue, up 57% year over year. Investors focused on rising credit costs and margin compression at the world's largest digital bank.
Baidu's stock has fallen 20% since its January high as AI revenue growth fails to offset a collapsing advertising business. The $11 billion selloff holds lessons for all AI investors.
Cheniere Energy posted Q4 net income of $2.3 billion and EPS of $10.68, nearly tripling Wall Street's $3.86 estimate. The company announced a $10 billion buyback and record LNG production guidance.
Dell Technologies posted record Q4 revenue of $31.8 billion with its infrastructure segment surging 66%. AI server shipments hit $25 billion for fiscal 2026, up 150% year over year.
Synopsys reports its first quarter with Ansys on the books tonight, with revenue expected at $2.39 billion, up 64% year over year. The AI chip design boom is accelerating demand for advanced EDA tools.