North America:

  • Nvidia's Q1 results showed strong performance but failed to reassure investors, leading to a decline in shares and broader tech market pullbacks.
  • Amazon commits to invest $50 billion in OpenAI, starting with $15 billion and an additional $35 billion to follow.
  • Amazon Web Services pledges $100 million through its Education Equity Initiative to enhance global educational access with cloud and AI resources until 2029.
  • Google and Meta Platforms sign a multibillion-dollar deal for leasing Tensor Processing Units (TPUs) to support AI model development.
  • Dell Technologies forecasts fiscal 2027 revenue above estimates, driven by a surge in demand for AI-optimized servers.
  • Warner Bros Discovery reports a 6% decline in quarterly revenue, while its streaming arm grows amid intensified bidding by Paramount Skydance and Netflix.
  • CoreWeave reported fourth-quarter revenue of $1.57 billion, surpassing Wall Street expectations amid the AI computing boom, but shares fell on the news.
  • KIA America, Inc. recalls 85,448 U.S. vehicles due to a seat back frame defect that increases injury risk.
  • CPP Investments and Equinix have agreed to acquire Nordic data-center operator atNorth for $4 billion, including debt.

Europe:

  • BASF reports a return to net profit in Q4, driven by cost savings and restructuring, while projecting 2026 EBITDA between €6.2 billion and €7.0 billion amid challenging markets.
  • IAG surpasses annual profit expectations, driven by lower fuel costs and strong premium demand on transatlantic routes, and announces a €1.5 billion shareholder return plan including dividends and buybacks.
  • Stellantis CFO projects broadly flat global pricing for 2026.
  • Cellnex Telecom reports a 7.1% rise in 2025 adjusted EBITDA to €3.3 billion, driven by a 5.8% revenue increase to €4 billion, despite a net loss of €361 million due to one-off restructuring costs.
  • Teleperformance reports FY 2025 results with €10.21 bn revenue, €1.49 bn recurring EBITA, a €4.50 dividend, and announces new CEO Jorge Amar alongside an AI-focused strategy shift.
  • Wizz Air shares fell 8.5% after Indigo Partners LLC sold a £125 million stake at 1,250 pence per share through a secondary placement.
  • Banca Monte dei Paschi di Siena launches its 2030 plan, projecting €3.7 billion net profit, €700 million in synergies from its merger with Mediobanca, and significant shareholder distributions.
  • Wartsila's CEO anticipates increased demand for its eco-friendly engines and significant staff hiring growth due to the U.S. push for datacentres to use their own power.

Rest of the world:

  • Hyundai Motor shares rise significantly after unveiling a multibillion-won physical AI investment plan in South Korea.
  • Nintendo Co Ltd announces a secondary share offering and plans to buy back up to 1.2% of its shares, worth 100 billion yen, while major shareholders, including Bank of Kyoto, sell significant holdings.
  • Olam Group Ltd reports a more than five-fold increase in annual profit to S$444.1 million, driven by strong performance across its businesses, while opting to skip its final dividend to preserve cash for restructuring and asset sales.
  • Coles Group reports an 11% decline in first-half net profit to AUD 511 million due to a one-off remediation charge, despite a rise in revenue.
  • Virgin Australia reported a 20.7% rise in half-year underlying profit, beating estimates due to strong travel demand and transformation program benefits, and forecasts continued revenue and EBIT growth in 2026.
  • CK Hutchison faced a search of its Panama Ports Company office and a legal challenge after Panama annulled its port terminal contracts and seized control of its terminals.
  • Coupang reports a Q4 net loss of $26 million and revenue of $8.8 billion, missing analysts' expectations, amid the impact of a significant data breach affecting 34 million customers.