Core Viewpoint - Tesla is expected to report weak Q4 2025 earnings, with revenue projected to decline by 3.6% to $24.5 billion and profit per share potentially dropping by 40% to $0.44, driven by a 15.6% decrease in vehicle deliveries. However, the energy segment may provide a significant upside surprise, potentially offsetting some of the automotive challenges [1]. Group 1: Financial Performance Expectations - Revenue is anticipated to fall to $24.5 billion, a 3.6% decrease year-over-year [1]. - Profit per share is expected to decline by 40% to $0.44, reflecting a significant drop in vehicle deliveries [1]. - Vehicle deliveries are projected to decrease by 15.6%, indicating a slowdown in Tesla's auto business [1]. Group 2: Energy Segment Insights - Tesla's Energy segment is expected to generate $3.825 billion in revenue with a gross margin of approximately 31.1%, nearly double the automotive gross margin of 17% [1]. - The energy revenue grew by 44% year-over-year in Q3, driven by demand from AI data centers requiring stable power [1]. - Tesla's Megapack is positioned as a solution for power supply volatility, catering to major clients like xAI, Google, and OpenAI [1]. Group 3: Challenges and Risks - Regulatory credit revenue fell by 43.6% year-over-year to $417 million, with forecasts predicting a 75% decline in 2026, impacting overall profitability [1]. - The political actions of CEO Elon Musk have been estimated to have cost Tesla between 1.0 to 1.26 million potential vehicle sales from October 2022 to April 2025, with significant impacts noted in Q1 2025 [1]. - The shift to a subscription model for Full Self-Driving (FSD) may lead to a surge in January sales but could face challenges in subscriber retention and monetization in subsequent quarters [1].

US stocks were mixed on Tuesday as gains in large technology companies lifted the broader market, while sharp losses in health insurers weighed heavily on the Dow Jones Industrial Average. Investors also positioned cautiously ahead of a heavy slate of corporate earnings and the Federal Reserve's first policy decision of the year, due on Wednesday. ...

Corning stock (NYSE: GLW) jumped over 9% on Tuesday after the company and Meta (NASDAQ: META) announced a multiyear agreement. As part of the $6 billion deal, Corning will supply fiber-optic cables an... ...

Core Viewpoint - Pinterest Inc is laying off nearly 15% of its workforce and downsizing office space to reallocate resources, which is expected to result in up to $45 million of pre-tax restructuring charges. This strategic move is aimed at transforming Pinterest into a high-margin AI discovery engine, enhancing its competitiveness and growth potential through 2026 [1]. Group 1: Layoffs and Strategic Shift - The company plans to complete the layoffs by late September, which will help in reallocating savings towards AI-enabled products and capabilities [1]. - The layoffs are seen as a commitment from management to transition Pinterest from a high-cost social media platform to a more efficient and scalable competitor in the digital landscape [1]. Group 2: Financial Performance and Valuation - Pinterest's stock is currently down approximately 35% from its 52-week high, making it more attractive for long-term investors, especially with a price-to-sales (P/S) multiple of about 4.4 [1]. - Institutional investors, such as Cullen Frost, have increased their stake in Pinterest by over 50%, indicating confidence in the company's future despite recent stock performance [1]. Group 3: Future Growth Potential - Upcoming earnings are expected to be a positive catalyst, with projections of 40 cents per share for fiscal Q4, reflecting a 21% year-over-year increase [1]. - Wall Street analysts maintain a "moderate buy" consensus rating on Pinterest, with price targets as high as $45, suggesting potential upside of around 80% [1].

The Dow Jones Index Futures rose and is nearing the all-time high as investors waited for key earnings from its constituent companies, the Federal Reserve interest rate decision, and the potential gov... ...

Salesforce's stock price has crawled back in the past few days after the company received a major deal from the US Army. CRM rose to $230, up slightly from the year-to-date low of $220. ...

Core Insights - General Motors (GM) reported stronger-than-expected earnings for the fourth quarter, beating Wall Street profit estimates while facing challenges in electric vehicle (EV) ambitions and restructuring in China [1][1][1] Earnings Performance - GM's adjusted earnings per share (EPS) for Q4 was $2.51, surpassing analyst expectations of $2.20, while revenue was $45.29 billion, slightly below the consensus forecast of $45.8 billion [1][1][1] - The company reported adjusted earnings before interest and taxes (EBIT) of $2.8 billion for the quarter, but faced a net loss of $3.3 billion due to significant one-off charges [1][1][1] Special Charges and Restructuring - The net loss was primarily driven by over $7.2 billion in special charges related to the scaling back of its EV strategy and ongoing restructuring efforts in China [1][1][1] - Additional charges included $357 million for legal matters, $5 million for headquarters relocation, and $133 million linked to the discontinued Cruise robotaxi business [1][1][1] Future Guidance - Despite the quarterly loss, GM's guidance for 2026 indicates confidence in future earnings, forecasting net income attributable to stockholders between $10.3 billion and $11.7 billion [1][1][1] - The company also projected adjusted EBIT of $13 billion to $15 billion and EPS in the range of $11 to $13, aligning with analyst expectations [1][1][1] Shareholder Returns - GM's board approved a new $6 billion share repurchase authorization and increased the quarterly dividend by 3 cents to 18 cents per share, marking a 20% increase [1][1][1] - The share buyback aims to reduce the outstanding shares, which decreased from 995 million at the end of the previous year to 904 million [1][1][1]

Microsoft is set to report its fiscal second-quarter 2026 earnings on January 28, after market close, with investors closely watching whether strong cloud growth can offset rising costs tied to artifi... ...

A long-awaited trade agreement between India and the United States is moving closer to completion, even as tariff frictions and geopolitical crosscurrents continue to shape negotiations. ...

Core Insights - EU car sales increased by 1.8% in 2025, reaching 10.8 million vehicles, driven by rising demand for electric vehicles (EVs) despite remaining below pre-pandemic levels [1][1][1] Electric Vehicle Market - Battery-electric vehicles accounted for nearly 1.9 million registrations in 2025, representing 17.4% of total sales, up from 13.6% in the previous year [1][1][1] - Hybrid electric cars captured 34.5% of the market, while the combined share of petrol and diesel vehicles fell to 35.5%, down from 45.2% [1][1][1] - Petrol car sales declined by 18.7%, with France experiencing the steepest drop at 32% [1][1][1] - Germany saw a 43.2% increase in electric vehicle sales, with the Netherlands, Belgium, and France also reporting double-digit growth [1][1][1] Competitive Landscape - Tesla's sales in Europe fell by 31.9% in December to 21,485 vehicles, resulting in a market share reduction to 2.2% [1][1][1] - For the full year, Tesla's sales dropped 37.9% to 150,504 units, losing ground to BYD, which saw its European sales nearly triple in December to 18,008 vehicles [1][1][1] - BYD's annual sales increased to 128,827 cars, raising its market share to 1.9% and overtaking Tesla as the world's largest electric carmaker in 2025 [1][1][1] Overall Market Performance - Across Europe, including the EU, European Free Trade Association, and the UK, car sales rose 7.6% in December to 1.2 million vehicles and increased 2.4% over the year to 13.3 million [1][1][1] - Jaguar Land Rover faced challenges, with December sales falling 25.3% to 4,332 vehicles and full-year sales declining 17% to 53,161 units, selling only one Jaguar in December as it transitioned to an all-electric future [1][1][1]