Navigating their way through a volatile geopolitical backdrop and tariff uncertainty, emerging markets delivered robust gains in 2025, with stocks rising roughly 26%, per Reuters.Investors, increasingly optimistic that emerging markets will continue with their momentum in 2026, attributed the outperformance to increased diversification flows away from developed markets and reform progress across emerging economies, per the abovementioned Reuters article. According to an HSBC survey, emerging market pessimis ...

Key Takeaways GM has spent years strengthening its supply chain, focusing on batteries, rare earths and magnets.General Motors says Novelis issues have minimal impact, with alternative suppliers already secured.GM is cautiously optimistic on China chip talks while teams assess risks and line up backup suppliers.General Motors Company (GM) has spent several years strengthening its supply chain to withstand issues like the semiconductor shortage. The company has focused on securing battery raw materials and r ...

Recent inflation data, expectations of a Fed chair appointment favoring rate cuts and comments from Fed Governor Christopher Waller have increased the likelihood of rate cuts beyond what markets may have priced in.According to the CME FedWatch tool, markets are anticipating a 25.5% likelihood of interest rates being lowered to 3.25-3.5% in its January 2026 meeting, up from a 15.3% likelihood just a month earlier.Softer Inflation Fuels Hopes of Earlier Rate CutsSofter U.S. inflation data have strengthened be ...

Key Takeaways ONON's APAC sales rose 94% Y/Y in Q3, now making up 18.2% of total revenue versus 11.7% last year.China, Japan, and Southeast Asia drove ONON's 106.6% nine-month APAC sales increase to CHF 384.6M.A Tokyo flagship and athletic exposure are boosting ONON's brand presence across key APAC markets.The Asia-Pacific (APAC) region has emerged as the primary engine for On Holding AG’s (ONON) next phase of global expansion. During the third quarter of 2025, APAC delivered its fourth consecutive period o ...

Key Takeaways FIX ended Q3 2025 with $860.5M in cash, up from $549.9M in 2024, reflecting strong operating leverage.Operating cash reached $717.8M in the first nine months of 2025, signaling solid earnings quality.FIX repurchased about 0.3M shares for $125M and lifted the dividend 20% to 60 cents per share.Comfort Systems USA, Inc. (FIX) benefits from a favorable alignment of operational momentum, end-market demand and disciplined financial execution that is reinforcing its financial stability. Increased op ...

Key Takeaways PLSE won FDA IDE approval to begin a U.S. multicenter trial of its nPulse system for paroxysmal AFib.The NANOPULSE-AF study will enroll up to 145 patients across 30 sites to assess safety and effectiveness.PLSE's nsPFA technology uses lower energy and single-shot lesions to simplify workflows.Pulse Biosciences (PLSE) recently announced that the FDA has granted Investigational Device Exemption (“IDE”) approval to initiate its nPulse Cardiac Catheter Ablation System study for the treatment of pa ...

Carnival (CCL) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +36.00%. A quarter ago, it was expected that this cruise operator would post earnings of $1.32 per share when it actually produced earnings of $1.43, delivering a surprise of +8.33%.Over the last four quarters, the company ...

Key Takeaways UDR expanded its JV with LaSalle to about $850M, adding four communities totaling 2,564 apartment units.UDR will retain 51% ownership, add 50% debt on new assets, and lift total JV-level leverage to nearly 33%.UDR expects about $200M in cash proceeds to fund share repurchases, debt repayment and general corporate uses.UDR Inc. (UDR) recently announced the expansion of its joint venture (“JV”) with LaSalle Investment Management by an additional $230 million. This increases the size of the JV to ...

Key Takeaways BB delivered Q3 non-GAAP EPS of 5 cents on $141.8M revenue, beating guidance and consensus estimates.QNX's record $68.7M revenue with 10% rise was driven by higher royalties and automotive design wins.BB raised fiscal 2026 revenue and EBITDA outlook and expects another record QNX quarter in Q4.BlackBerry Limited (BB) reported third-quarter fiscal 2026 non-GAAP earnings per share (EPS) of 5 cents. The figure surpassed the company’s estimate of 2-4 cents. In the year-ago quarter, it reported non ...

Key Takeaways AG struck a definitive deal to sell the Del Toro Silver Mine in Mexico to Sierra Madre Gold & Silver. First Majestic will receive up to $60M via $20M cash, $10M shares at close, plus staged payments.AG may earn extra $20M if resource and production milestones are met within 48 to 60 months.First Majestic Silver Corp. (AG) announced that it has inked a definitive agreement with Sierra Madre Gold & Silver Ltd. to sell the Del Toro Silver Mine. The Del Toro Mine, located in Mexico, is a past-prod ...