North America: Amazon is expanding Amazon Pharmacy’s same-day delivery to 4,500 U.S. locations, disclosed a 5.3% stake in Beta Technologies while exiting several smaller holdings, broadened maritime logistics via reseller agreements, and partnered with Arianespace for a 2026 satellite launch. Boeing suppliers expect a 15% production rate increase for the 737 MAX over 18 months as Boeing plans a fourth production line in Everett and logged 103 January orders, outpacing Airbus. Nvidia faces U.S. licensing restrictions on sales of its H200 AI chips to China and must comply with tighter export controls. Lyft shares fell 17% pre-market after a weak forecast, despite reporting its most profitable Q4, announcing a $1 billion buyback, and projecting margin expansion with over $1 billion in free cash flow. Fitbit is rolling out its Personal Health Coach service globally to expand its digital health offerings. Europe: Tesla appointed a European executive to lead global sales and filed a criminal complaint in Germany against an IG Metall union member. Warner Bros Discovery is reviewing an enhanced acquisition proposal from Paramount Skydance, which has improved the terms of its bid. London Stock Exchange Group saw Elliott Management build a significant stake, signaling potential strategic pressure. TotalEnergies will halve Q1 buybacks to $750 million, took operational control of the Zeeland refinery, raised its 2025 dividend by 5.6% to €3.40 per share, and expects a final decision on Namibia’s Venus project by 2026. TKMS plans to intensify takeover talks with German Naval Yards and lifted its 2025/26 revenue growth forecast to 2–5%. Dassault Systèmes shares dropped after weak Q4 sales, though the company reported a 4% constant-currency revenue increase outlook for 2025. Lufthansa criticized a planned pilot strike as an unnecessary escalation amid labor tensions. Heineken’s incoming CEO is tasked with reviving sales and boosting efficiency, with plans to cut 5,000–6,000 jobs to save up to €500 million annually. Rest of the world: Commonwealth Bank of Australia posted a 5% rise in first-half profit and declared an interim dividend of 235 Australian cents per share. CSL Ltd reported a 7% drop in first-half profit, increased its share buyback to $750 million, and announced a $1.30 interim dividend. ByteDance is developing its own AI inference chip and is in talks with Samsung for manufacturing. Samsung Electronics expects robust AI-driven memory chip demand to continue through 2027. Suzano delivered better-than-expected Q4 core profit and plans to keep 2026 pulp output about 3.5% below nominal capacity. James Hardie Industries raised its full-year earnings forecast after beating Q3 estimates, reporting adjusted net income of $142.2 million. Evolution Mining reported first-half net income of AUD 785.2 million and is investing A$545 million to develop the Northparkes E22 block cave project. Nexperia BV is under investigation by a Dutch court over alleged mismanagement. © MarketScreener.com - 2026