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Medical Distribution
Henry Schein Inc (HSIC) Q4 2025 Earnings Call Highlights: Record Sales Growth and Strategic Advancements
Henry Schein Inc (HSIC) reports robust global sales growth and strategic progress, despite challenges in operating margins and market dynamics.
Stocks:
HSIC
1 hours ago
Beverages - Non-Alcoholic
Keurig Dr Pepper Inc (KDP) Q4 2025 Earnings Call Highlights: Strong Sales Growth Amid Cost Pressures
Keurig Dr Pepper Inc (KDP) reports robust net sales growth across all segments, despite facing cost challenges in the coffee sector.
Stocks:
KDP
1 hours ago
Semiconductors
AMD Secures Landmark AI Infrastructure Deal with Meta Platforms
Stocks:
AMD
META
NVDA
2 hours ago
Renato Neves, CFA
Interactive Media
Waymo Expands Robotaxi Service to Major Texas Cities
Driverless rides begin in Houston, Dallas, and San Antonio as New York plans stall
Stocks:
GOOG
GOOGL
UBER
2 hours ago
Travel & Leisure
Amer Sports Faces Pressure Despite Strong Q4 Results and Revenue Guidance
Stocks:
AS
3 hours ago
Renato Neves, CFA
Asset Management
Brookfield Acquires Ori to Expand AI Infrastructure Push
Asset manager expands into AI compute infrastructure
Stocks:
BAM
NVDA
2 hours ago
Nauman Khan
Semiconductors
Intel Stock Is Climbing -- Teams Up with SambaNova to Challenge Nvidia
Intel Bets Big on AI: Multiyear Deal With SambaNova Lifts Shares
Stocks:
INTC
2 hours ago
Nauman Khan
Semiconductors
S&P 500 and Nasdaq Rebound After Monday Sell-Off -- Dow Climbs 400 Points
Tech Leads Rally as Nasdaq Gains Nearly 1% Amid Tariff Uncertainty
Stocks:
AMD
CIEN
CSCO
META
SPY
2 hours ago
Nauman Khan
Software
Microsoft Stock Ticks Up as OpenAI Deals Keep Azure on Track
Microsoft Highlights AI Margins Amid Rising Capex Spending
Stocks:
MSFT
2 hours ago
Moz Farooque
Media - Diversified
Gap Rolls Out Encore Membership
Loyalty Strategy Leans Into Culture
Stocks:
DIS
GAP
CMCSA
AMC
2 hours ago
Hardware
Keysight Technologies Surges with Strong Earnings and Guidance
Stocks:
KEYS
4 hours ago
Moz Farooque
Retail - Cyclical
Bath & Body Works Goes Official On Amazon
Prime Access Boosts Digital Reach
Stocks:
BBWI
AMZN
2 hours ago
Moz Farooque
Media - Diversified
WBD Reviews Paramount Final Bid
Netflix Deal Still Backed By Board
Stocks:
WBD
PSKY
NFLX
4 hours ago
Moz Farooque
Hardware
Qualcomm Upgrade Tied To $7 Billion AI Opportunity
Wells Fargo Sees Data Center Upside
Stocks:
AAPL
QCOM
4 hours ago
Moz Farooque
Biotechnology
GSK Strikes $1 Billion China RNA Deal
Frontier Pact Adds Genetic Drug Optionality
Stocks:
ALNY
GSK
ARWR
4 hours ago
Nauman Khan
Drug Manufacturers
Eli Lilly Drops After Novo Nordisk Unleashes Massive GLP-1 Price Cuts
Novo Nordisk Triggers Market Jolt With Aggressive Drug Price Reduction Plan
Stocks:
LLY
34 minutes ago
Khac Phu Nguyen
Drug Manufacturers
Novo Nordisk Unveils Up to 50% US Price Cut for Wegovy, Ozempic
Drugmaker sets $675 monthly list price starting Jan. 1, as shares fall 2.8% and stock slides 19% after CagriSema results.
Stocks:
NVO
LLY
33 minutes ago
Nauman Khan
Industrial Products
AI Stocks Jump as AMD Ignites New AI Spending Wave
Data Center Stocks Rally as Meta Expands AI Buildout With AMD
Stocks:
CEIN
LITE
NVDA
AMD
META
32 minutes ago
Khac Phu Nguyen
Software
Stripe Reaches $159 Billion Valuation as Payment Volume Jumps 34%
Employee tender offer lifts valuation from $106.7 billion as 2025 volume hits $1.9 trillion.
Stocks:
MSFT
NVDA
30 minutes ago
Khac Phu Nguyen
Beverages - Non-Alcoholic
Keurig Dr Pepper Forecasts $26.4 Billion 2026 Sales, Tops Expectations
Company guides for 4%--6% constant-currency growth and cites incremental contribution from JDE Peet's if April close completes.
Stocks:
KDP
KKR
29 minutes ago
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