BRUSSELS, February 26 - The EU has demanded that the United States stick to the terms of a trade deal they agreed last year after the U.S. Supreme Court struck down President Donald Trump's global tariffs and he responded with a new, across-the-board "import surcharge".WHAT ARE THE TERMS OF THE 'TURNBERRY DEAL'?Trump and European Commission President Ursula von der Leyen concluded a deal at Trump's Turnberry golf course in Scotland last July. Sign up here.It set a broad 15% U.S. tariff for most EU exports ...

Key Takeaways Intuitive Surgical grew 2025 procedures 18% to 3.1M, with revenues up 21% on recurring sales strength.ISRG expanded its da Vinci base 12% and boosted margins despite tariffs and macro pressures.Abbott posted solid device and CGM growth, but Nutrition headwinds may weigh near term.Intuitive Surgical (ISRG) and Abbott Laboratories (ABT) closed 2025 with solid fourth-quarter performances, though their growth trajectories are expected to diverge going forward.Intuitive Surgical remains primarily f ...

Key Takeaways TRU expects earnings to rise 11% and 16.6% in 2026 and 2027, respectively, on solid revenue growth.TRU's OneTru and TrueIQ platforms boost analytics, credit and fraud solutions globally.TRU expands via the Monevo buy and the Mexico deal, while competition pressures growth margins.TransUnion (TRU) has a Growth Score of B, which condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.The company’s first-quarter 2026 earnings are expected to increas ...

Key Takeaways Enterprise Products offers stable, fee-based revenues with inflation-linked contracts.EPD has 50,000 miles of pipelines and $4.8B in projects boosting cash flow.Enterprise Products has returned $62B since IPO and raised distributions for 27 years.In the oil and energy sector, refining operations are highly vulnerable to fluctuations in oil and natural gas prices. In contrast, midstream activities, by their business model, generate stable fee-based revenues. This doesn’t mean that investors sho ...

Key Takeaways VCYT Q4 EPS jumped 47% y/y to 53 cents, beating estimates as revenues rose 18.5% to $140.6M.VCYT testing revenues climbed 21%, fueled by Decipher and Afirma growth, and higher volumes.Veracyte expanded the gross margin to 74.4% and reiterated the 2026 revenue guidance of $570-$582M.Veracyte, Inc. (VCYT) delivered fourth-quarter 2025 adjusted earnings of 53 cents per share, up 47.2% from the year-ago period. The bottom line beat the Zacks Consensus Estimate by 30.06%.The company’s GAAP earnings ...

Key Takeaways VNOM posted Q4 EPS of 31 cents, beating estimates, though down from 42 cents a year ago.VNOM's output jumped to 12,328 MBoe, driven by sharp gains in oil, gas and NGL volumes.Viper Energy logged a $408M non-cash impairment and saw realized prices decrease across commodities.Viper Energy Inc. (VNOM) reported fourth-quarter 2025 adjusted earnings per share (EPS) of 31 cents, which beat the Zacks Consensus Estimate of 27 cents. The bottom line, however, declined from the year-ago level of 42 cent ...

The narrative around artificial intelligence (AI) disruption is reaching a breaking point. Many software stocks are falling precipitously amid fears about the future of virtually every sector. We are getting to a point where rational analysis has been thrown out the window. Even the two largest cloud companies in the world have seen their stocks fall from recent highs. Both Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) stocks now trade down 20% or more, despite being the premier data center providers ...

Options traders are suddenly betting against the very stocks that have been powering the market higher. Hedging activity across the Nasdaq has surged to levels not seen since the last bear market bottom, signaling a sharp shift in sentiment around key leaders like Nvidia Corp(NASDAQ:NVDA) , Microsoft Corp (NASDAQ:MSFT) , and Apple Inc(NASDAQ:AAPL) .Extreme Hedging Hits Nasdaq LeadersThe Nasdaq-100's put-to-call ratio has climbed to 1.2, its highest level since the 2022 bear-market low, noted The Kobeissi Le ...

Jefferies holds $135 million exposure to collapsed UK lender MFS, Bloomberg News reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]People walk outside of Jefferies Financial Group offices in Manhattan, New York, U.S., December 8, 2021. REUTERS/Eduardo Munoz [Purchase Licensing Rights, opens new tab]Feb 26 (Reuters) - Jefferies [(JEF.N), opens new tab] has an exposure of about 100 million pounds ($135 million) to Market Financ ...

Core Insights - Vistra achieved a record 2025 Adjusted EBITDA of $5.91 billion, exceeding guidance by $112 million despite facing $808 million in non-cash hedging losses [1] - The 2026 Adjusted EBITDA guidance is set between $6.8 billion and $7.6 billion, indicating approximately 22% growth compared to 2025 results [1] - Long-term power purchase agreements with AWS and Meta are pivotal for Vistra's nuclear portfolio, supporting its growth trajectory [1] Financial Performance - The company reported a strong performance for the full year 2025, with Ongoing Operations Adjusted EBITDA reaching $5.91 billion, surpassing the original guidance midpoint [1] - GAAP numbers were impacted by $808 million in non-cash unrealized commodity hedging losses, but operational performance remains robust [1] - Interest expenses rose to $1.18 billion in 2025 from $900 million in 2024, indicating increased financial costs [1] Strategic Developments - Vistra has reduced its share count by approximately 30% since November 2021 through buybacks totaling around $5.9 billion, reflecting a strong capital allocation strategy [1] - The company has hedged nearly 100% of its 2026 generation, which positions it favorably for the upcoming year [1] - The integration of the pending Cogentrix acquisition, which adds roughly 5,500 MW, presents a complexity that investors should monitor [1]