Companies

Cadence Design, Booking, Devon, and many more companies also report earnings this week. We’ll also see the personal consumption expenditures price index, Fed minutes, and durable goods data.

Rising costs and Trump pressure on higher education boosted endowment spending. Fortunately, returns on stocks provided a cushion.

Exor owns stakes in a group of public and private companies, notably a nearly 20% stake in Ferrari, the top luxury car maker in the world. Its shares look cheap.

Signet’s stock is up 7.1% year to date and 68% over the past year despite industry challenges such as waning demand for diamond jewelry, increased interest in cheaper lab-grown diamonds, and reduced consumption by affluent Chinese consumers.

The crypto exchange operator fell short of expectations, with a quarterly loss per share and disappointing revenue.

With investors suddenly jittery over software and other tech stocks, the script has flipped.

Holtec heads toward an IPO as it plans to build and potentially operate its own nuclear plants.

In July 2024 and early 2025 there were similar moves away from risky assets as the market broadened out. What’s different this time.

Ouster is buying StereoLabs for $35 million and 1.8 million shares. It’s building a sensing platform for “physical AI.”

The Federal Reserve’s dual mandate will be covered this week with the release of the January jobs report and the consumer price index. Plus, earnings from Cisco Systems, Applied Materials, Arista, and many more.

Citi analyst Jeff Chung has a value for XPeng’s robot business.

When Scott Strazik became head of General Electric’s energy business, GE Vernova, in 2021, the electricity business felt very different than it does today.

A new report from J.P. Morgan Private Bank reveals that family offices around the world are mostly sticking to large-cap equities and alternative assets. Still, some 65% describe AI investments as a future priority.

Analysts also report on Cloudflare, Enphase Energy, Silicon Laboratories, and Valvoline.

Fourth-quarter bookings surged 63% from a year earlier, while daily active users increased 69%, and the number of hours engaged jumped 88%.

Bob Iger succeeded at Disney in the golden age of cable. His successor, a theme park veteran, struggled from cable’s decline, Covid, and the rise of streaming. Now the stock is relatively cheap, and Splash Mountain has taken over the income statement and the company.

Wall Street expected earnings of 41 cents a share, on revenue of $1.23 billion, according to FactSet.

The U.S. is bent on ensuring domestic supplies of critical minerals, but the stocks of mining companies in the sector are falling.

It’s on track to be the third most expensive winter storm in history.

The companies got a grilling this week over antitrust concerns. They’re misguided, Thomas W. Hazlett writes in a guest commentary.

UnitedHealth Group‘s latest selloff is one more painful moment in a run of tough times for the stock.

Raymond James analyst Andrew Marok raised his price target on Take-Two.

Businesses face another year of unrelenting uncertainty, Dana Peterson writes in a guest commentary.

Combined, NIO, Li, and XPeng sold 74,861 in January, up 1% from a year ago but the slowest growth since January 2023.

More than 115 companies report earnings this week, including Alphabet on Wednesday and Amazon on Thursday.