February 5, 2026 11:19 am
Key Moments Bank of America shifted its rating on Equinor (NYSE: EQNR) (OL: EQNR) to Neutral as the stock trades close to its unchanged price objective of NOK260. BofA reduced its post-2025 estimates, citing valuation that already implies long-term Brent prices near $70 per barrel and limited scope for a further re-rating. The bank now […]
Read moreFebruary 5, 2026 9:36 am
Key Moments Britain teams up with Microsoft, academics, and experts to create a standardized deepfake detection system. The framework will test detection tools against real-world risks, including sexual abuse, fraud, and impersonation. Government data shows deepfakes shared online rose from 500,000 in 2023 to 8 million in 2025. UK Moves to Standardize Deepfake Detection Britain […]
Read moreFebruary 5, 2026 8:13 am
Key Moments Alphabet expects 2026 capital expenditure to reach $175–185 billion, nearly doubling from $91.45 billion in 2025. Google Cloud revenue surged 48% to $17.7 billion in Q4, marking its fastest growth in over four years. Gemini AI now serves 8 million paid enterprise seats across 2,800 companies and over 750 million monthly users. Capital […]
Read moreFebruary 5, 2026 7:13 am
Key Moments KKR agreed to acquire Arctos Partners for $1.4 billion, according to the Financial Times. The transaction will establish a new KKR division named KKR Solutions, to be led by Arctos co-founder Ian Charles. KKR co-CEO Scott Nuttall told the Financial Times the new unit could eventually become “an over $100b business.” Transaction Overview […]
Read moreFebruary 4, 2026 3:03 pm
Key Moments Analysts expect Amazon’s fourth-quarter physical store revenue to rise 5.4% year-on-year to $5.9 billion, with overall earnings forecast at $1.97 per share. Amazon is closing all Amazon Fresh and Amazon Go locations and plans to convert some of them into Whole Foods Market stores as part of a strategic shift. The company is […]
Read moreFebruary 4, 2026 1:46 pm
Key Moments Bunge Global issued a 2026 adjusted EPS outlook of $7.50 to $8.00, below Wall Street’s $8.71 estimate. The company posted its weakest fourth quarter and lowest full-year adjusted profit since 2019, with 2025 adjusted EPS at $7.57 versus $9.19 a year earlier. Shares fell 5% in premarket trading, despite having climbed more than […]
Read moreFebruary 4, 2026 12:58 pm
Key Moments Texas Instruments agreed to acquire Silicon Laboratories in a transaction valuing the chip designer at $7.5 billion. The deal values Silicon Labs at $231 per share, representing an implied premium of about 69% to its last unaffected closing price on Tuesday. Termination terms include a $259 million fee if Silicon walks away and […]
Read moreFebruary 4, 2026 9:17 am
Key Moments Tesla sold 69,129 China-made electric vehicles in January, a 9.3% increase from the same month a year earlier. January marked the third straight month of year-on-year sales growth for Tesla’s China-produced vehicles. Deliveries of Shanghai-built Model 3 and Model Y cars, including exports, declined 28.9% from December levels. January Performance of China-Made Vehicles […]
Read moreFebruary 4, 2026 8:23 am
Key Moments Advanced Micro Devices shares dropped more than 6% in early Frankfurt trading after issuing a forecast for a slight decline in quarterly revenue. The revenue outlook has fueled concerns about AMD’s ability to compete with Nvidia in the fast-growing AI segment. AMD’s stock closed the prior U.S. session down 1.7%, though it has […]
Read moreFebruary 4, 2026 7:58 am
Key Moments: Grainger delivered 3.1% like-for-like rental growth over the four months to January 2026, with occupancy at 96%. Meanwhile, the Seraphina build-to-rent scheme in Canning Town was fully let in under four months, and a 195-home Chiswick project was added through a Transport for London joint venture. Additionally, non-core regulated tenancies posted 6.2% rental […]
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