McDonald's Q4 Earnings Reflect Strong Sales Growth
McDonald’s reported robust Q4 earnings, surpassing Wall Street estimates with $3.12 EPS and $7 billion in revenue, fueled by value promotions and marketing initiatives. Same-store sales grew 6.8% in the U.S. and 5.7% globally, driven by efforts like the relaunch of Extra Value Meals and holiday campaigns. The company's focus on value and customer engagement has strengthened traffic and affordability scores, positioning it for continued growth in 2026 with plans for 2,100 new restaurant openings globally.
Lyft's Earnings Miss and 2025 Loss Shake Investors
Lyft's Q4 earnings and 2025 outlook disappointed investors, with shares dropping 14%. Severe U.S. winter storms impacted demand, while 2025 operating loss projections defied profit expectations. Despite a $1 billion share buyback announcement, weak forecasts overshadowed Lyft's revenue growth in premium ride offerings and partnerships.
Coca-Cola Faces Mixed Results, Shares Drop 3%
Coca-Cola reported a 3% premarket share drop despite a 2% increase in net sales for Q4, driven by a 5% organic revenue growth. While demand for premium drinks like Smartwater and Fairlife rose, overall volumes remained flat. The company forecasts modest growth of 4%-5% in organic revenue and 7%-8% in earnings per share through 2026, as inflation impacts consumer spending habits.
Stock Futures Edge Higher Amid Earnings, Data Awaited
Stock futures saw modest gains with the Dow Jones hovering near a record high. Investors regained confidence in tech stocks following recent pullbacks, while key economic data, including retail sales and jobs reports, remain in focus. Meanwhile, earnings season continues with Coca-Cola, Ford, and CVS Health leading the docket. Bitcoin and gold faced mixed performance, reflecting ongoing market volatility.
U.S. Stocks Rise Amid Earnings, Economic Data Focus
U.S. stocks climbed on Monday, with the S&P 500 up 0.5% and Nasdaq gaining 0.9%, as investors prepared for key economic reports and earnings announcements this week. Bitcoin hovered near $71,000, while gold prices edged higher. Treasury yields remained steady, and Japan's Nikkei 225 surged 3.9% to a record high. Major indexes reflected optimism despite looming market-moving updates on jobs and inflation.
Alphabet's $20B Bond Sale Boosts AI Expansion
Alphabet Inc. raised $20 billion through a bond offering, surpassing expectations of $15 billion. The funds will support its ambitious $185 billion capital expenditure plan for 2026, focusing on data centers and AI advancements. This move aligns with a broader trend of hyperscalers, including Amazon and Microsoft, driving a record corporate bond issuance year, projected to reach $2.25 trillion.
AI Fears Overblown: Software Stocks Rebound
Despite recent sell-offs triggered by fears of AI disrupting the software industry, experts argue that the pessimism is exaggerated. Analysts highlight opportunities for companies that adapt to AI advancements, with stocks like Oracle, Salesforce, and ServiceNow showing resilience. While AI-native startups and infrastructure spending have pressured the sector, software companies with strong data access and workflows are poised to benefit long-term. The rebound in software stocks reflects growing investor confidence in the industry's ability to coexist with AI.
China Limits Treasury Holdings Amid Market Volatility
Chinese regulators have advised financial institutions to reduce their holdings of U.S. Treasuries, citing market volatility and concentration risks. While this directive excludes state-held bonds, it reflects a broader global trend of reducing exposure to U.S. government securities. China's holdings have declined to $682.6 billion, the lowest since 2008. Economists warn that such moves could lead to inflationary pressures if the Federal Reserve steps in to purchase these bonds, potentially impacting consumer prices.
Bitcoin's Wild Price Swings Signal Market Uncertainty
Bitcoin experienced significant volatility, dipping below $70,000 after a sharp rally. The cryptocurrency market remains uncertain, with traders eyeing key support at $60,000 and resistance at $75,000. Despite the turbulence, Bitcoin ETFs saw inflows, indicating cautious optimism. Analysts suggest the market is shedding speculative froth, focusing on stronger fundamentals.
Nikkei 225 Surges 5% After Takaichi's Election Win
Japan's Nikkei 225 index surged 5% to a record high following Prime Minister Sanae Takaichi's ruling party securing a two-thirds majority in parliamentary elections. This historic win is expected to empower Takaichi to implement market-friendly policies aimed at revitalizing Japan's sluggish economy. The election results also boosted other Asian markets, with South Korea's Kospi and Hong Kong's Hang Seng showing significant gains.
Washington Post Publisher Steps Down After Massive Layoffs
Washington Post publisher Will Lewis has announced his resignation following a period of significant layoffs that impacted one-third of the newspaper's staff, including 300 journalists. His tenure was marked by controversies, including ethical concerns and strained relations with staff. CFO Jeff D'Onofrio has been appointed as the interim publisher, while the union representing staff calls for further action to secure the newspaper's future.
Hims & Halts Launch of Wegovy Copycat Drug
Telehealth company Hims & Hers has decided to stop offering a compounded version of Novo Nordisk's weight-loss pill, Wegovy, following FDA warnings and potential legal action from Novo. The FDA cited safety, quality, and efficacy concerns over compounded drugs, which bypass clinical trials. Hims originally planned to sell the drug at a significantly reduced price to compete in the booming weight-loss drug market.
Oil Firms Cautious on Venezuela Investment Push
U.S. President Donald Trump has urged major oil companies to invest $100 billion in reviving Venezuela's deteriorated oil industry during a White House meeting. While some firms expressed interest, many executives, including Exxon Mobil CEO Darren Woods, labeled the nation as "uninvestable" due to past asset seizures and unstable conditions. Trump assured security guarantees and highlighted Venezuela's vast oil reserves, but companies remain hesitant without significant legal and operational changes.
GM Reports $7.1 Billion Charge Amid EV Shift
General Motors (GM) announced a $7.1 billion charge in Q4 2025 due to restructuring in China and a pullback in EV investments amid weakening demand. The charges include $6 billion from EV-related impairments and $1.1 billion for joint venture restructuring in China. Despite this, GM remains committed to EVs but plans to lower production costs and adapt its strategy to evolving market conditions.
Stock Market Wraps 2025 with Double-Digit Gains
The U.S. stock market concluded 2025 on a high note, with major indexes achieving significant double-digit gains despite a slight dip on the year's final trading day. The S&P 500 rose 16%, the Nasdaq surged 20%, and the Dow gained 13%, driven by optimism surrounding artificial intelligence and resilient corporate earnings. However, challenges like tariff concerns and market dependency on tech remained. Looking ahead, analysts predict continued market strength in 2026, though risks from AI and economic uncertainties persist.
Novo Nordisk's Weight-Loss Pill Approval: Key Impacts
Novo Nordisk's FDA approval for its oral weight-loss drug, Wegovy, marks a significant milestone for the company and the obesity market. The pill, which showed superior weight-loss results in trials, offers a convenient alternative to injectables and aims to expand access for millions of patients. This development could help Novo regain market share amidst competition from Eli Lilly and others in a rapidly growing $150 billion obesity market.
November Home Sales Face Challenges Amid High Rates
November saw a modest 0.5% rise in U.S. home sales compared to October, but sales were down 1% year-over-year. High mortgage rates, limited housing supply, and elevated prices continue to weigh on potential buyers. Inventory levels dropped 5.9% month-over-month, while the national median home price reached $409,200, a 1.2% increase from the previous year. First-time buyers remain at 30% of sales, below the historical average of 40%. Experts highlight the importance of mortgage rates and economic conditions for a potential market rebound in 2025.
TikTok Cedes U.S. Control to American Investors
TikTok and its parent company ByteDance have agreed to create a joint venture, granting American investors majority control of its U.S. operations. Key investors include Oracle, Silver Lake, and MGX, holding a 45% stake collectively. ByteDance retains 20% ownership, with the deal expected to finalize by January 2026. The new entity will oversee data security, content moderation, and algorithm integrity, addressing U.S. national security concerns. This agreement marks a significant step in resolving tensions over TikTok’s Chinese ownership.
Amazon Appoints Peter DeSantis to Lead AI Innovations
Amazon has appointed Peter DeSantis, a 27-year veteran and former AWS executive, to lead its new AI-focused organization. This unit will unify efforts in AI models, custom silicon, and quantum computing as Amazon doubles down on its AI investments. DeSantis' leadership comes as the company seeks to strengthen its position in the competitive AI landscape, following major investments in AI infrastructure and partnerships with firms like OpenAI and Anthropic.
Warner Bros Rejects Paramount Bid, Endorses Netflix Deal
Warner Bros Discovery's board has urged shareholders to reject Paramount Skydance's $108.4 billion offer, citing its financial and structural risks, and instead favor Netflix's binding $83 billion merger proposal. The board highlighted Netflix's superior offer, which includes robust financing and fewer regulatory hurdles, as a more secure and beneficial option for shareholders. Paramount's claims of "air-tight financing" were questioned, with concerns over its creditworthiness and operational risks. A shareholder vote on the Netflix deal is anticipated in spring or early summer.