Costco Q2 Results Top Estimates, Eyes Tariff Refunds for Member Price Cuts
Earnings James Calloway

Costco Q2 Results Top Estimates, Eyes Tariff Refunds for Member Price Cuts

Costco Wholesale exceeded analyst expectations for its fiscal second quarter, posting strong sales and profit growth. The retailer indicated any future tariff recoveries would be used to reduce prices for members.

COST BJ WMT XLP
Marvell Projects $15 Billion Revenue by 2028 on Surging AI Infrastructure Demand
Earnings James Calloway

Marvell Projects $15 Billion Revenue by 2028 on Surging AI Infrastructure Demand

Marvell Technology issued a bullish long-term forecast, projecting revenue could approach $15 billion by fiscal 2028, significantly above Wall Street expectations. The chipmaker's shares jumped 15% after it also reported strong quarterly results and guidance.

MRVL NVDA AVGO GOOGL MSFT AMZN META
UK Regulator Backs SSE's Early Grid Investment in Scotland
Regulation James Calloway

UK Regulator Backs SSE's Early Grid Investment in Scotland

Britain's energy regulator Ofgem has signaled support for SSE's request for early construction funding on eight major Scottish transmission projects, potentially allowing accelerated spending ahead of final approvals.

SSEZF
Compass Group Defies FTSE Slump as 2026 Targets Steady AI Concerns
Markets Daniel Marsh

Compass Group Defies FTSE Slump as 2026 Targets Steady AI Concerns

Compass Group PLC shares climbed 3.18% to 2,306 pence on Thursday, outperforming a declining FTSE 100. The global caterer reaffirmed its 2026 outlook for approximately 7% organic revenue growth and 10% underlying operating profit expansion.

EWU
Rio Tinto and WA Government Launch $1.1B Desalination Plant to Ease Pilbara Water Crisis
Commodities Rebecca Torres

Rio Tinto and WA Government Launch $1.1B Desalination Plant to Ease Pilbara Water Crisis

Rio Tinto and the Western Australian government have formed a joint venture to complete the A$1.1 billion Dampier Seawater Desalination Plant. The project aims to deliver 8 billion litres of water per year to the water-stressed West Pilbara region, with initial output starting in late 2026.

RIO BHP GLD
GSK Expands Share Repurchases, Outlines 2026 Growth Strategy Under New CEO
Earnings James Calloway

GSK Expands Share Repurchases, Outlines 2026 Growth Strategy Under New CEO

GSK has acquired 650,000 shares for treasury and published its 2025 annual report, showing £32.7B in turnover. CEO Luke Miels forecasts continued profitable growth for 2026.

GSK
RELX Holds Firm on 2026 Targets Amid AI Market Jitters
Earnings James Calloway

RELX Holds Firm on 2026 Targets Amid AI Market Jitters

RELX PLC confirmed its 2026 growth forecast on Thursday, emphasizing artificial intelligence as a core driver. The stock rose 2.74% following recent pressure linked to competitive AI concerns.

RELX
Reckitt Benckiser Stock Plunges on Margin Uncertainty Despite Strong Q4 Sales
Earnings James Calloway

Reckitt Benckiser Stock Plunges on Margin Uncertainty Despite Strong Q4 Sales

Reckitt Benckiser's stock dropped nearly 6% as investor focus shifted from a Q4 sales beat to the lack of a 2026 profit margin target. The company flagged ongoing weakness in Europe and softer OTC demand.

VGK
BP Evacuates Staff from Iraq Oilfield After Drone Incident, Fueling Supply Concerns
Commodities Rebecca Torres

BP Evacuates Staff from Iraq Oilfield After Drone Incident, Fueling Supply Concerns

BP removed international staff from Iraq's Rumaila field following a drone security incident, adding to supply disruptions that have already cut Iraqi output by 1.5 million barrels per day.

BP SHEL USO XLE
HSBC Executive's Major Share Sale Sparks Capital Strategy Scrutiny
Markets Daniel Marsh

HSBC Executive's Major Share Sale Sparks Capital Strategy Scrutiny

HSBC's Asia and Middle East co-CEO sold HK$43.2 million in shares, coinciding with the bank's decision to pause buybacks until its capital ratio recovers. The bank reported 2025 pretax profit fell 7% to $29.9 billion.

HSBC
Shell Secures Venezuela Gas Deal, Targets 2027 Exports to Trinidad
Commodities Rebecca Torres

Shell Secures Venezuela Gas Deal, Targets 2027 Exports to Trinidad

Shell has finalized oil and gas agreements with Venezuela to develop the offshore Dragon field, with initial gas exports to Trinidad targeted for the third quarter of 2027. The deal follows new U.S. licenses easing sanctions on Venezuela's energy sector.

SHEL BP CVX KBR BKR
BAT Hit with UK Shareholder Suit Over North Korea Sanctions
Regulation James Calloway

BAT Hit with UK Shareholder Suit Over North Korea Sanctions

British American Tobacco is being sued in London by over 100 shareholders who allege the company did not properly disclose U.S. sanctions violations related to its North Korea operations. The legal action follows BAT's $635.2 million settlement with U.S. authorities in 2023.

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