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Mexico's Steel Trade Surplus with U.S. 'Not Justified' for Tariffs

Mexico says U.S. steel and aluminum tariffs unjustified due to trade surplus with U.S.

Fastly (FSLY) Q4 Earnings Preview: Revenue Flat, Adjusted Loss Expected

Fastly (FSLY) reports Q4 earnings tomorrow; analysts expect flat revenue of $138.3 million. Read our full analysis on Fastly's earnings expectations.

The Trade Desk Q4 Earnings Preview: Revenue Growth, Analyst Estimates, and Key Trends

The Trade Desk (TTD) Q4 Earnings Preview: Revenue Growth Expected, Analyst Estimates Stable

Wall Street's Expectations Dashed as Trump 2.0 Falters

Wall Street is facing headwinds with Trump 2.0 as dealmaking slows, a tax break is threatened, and big banks face scrutiny. Antitrust concerns, tariff uncertainties, and high valuations are also impacting M&A activity. Banks remain optimistic despite political pressure over debanking allegations.

Disney Drops DEI Programs After Trump Administration Action

Disney removes diversity initiatives amid federal crackdown, political backlash

Tariffs: The C-Suite's Nightmare in the Second Trump Era

The C-suite is feeling powerless in the second Trump era. Tariffs are a major concern for CEOs, who are having to plan for multiple scenarios and adjust their guidance. PepsiCo, GM, and Ford have all mentioned tariffs on their earnings calls, and estimates for S&P 500 companies have begun to trend lower. Chipotle's CFO says the company has been busy preparing for tariffs, but won't raise prices immediately if they're fully enacted. DisneyCFO Hugh Johnston says the company is immune to policy chaos because it's in the smile-creating business.

US Tech Execs React to DeepSeek’s AI Innovations

A wave of Big Tech companies' recent quarterly earnings impacted stock prices. DeepSeek's cheap AI models sparked concerns in the US tech industry, leading to a major loss for Nvidia and discussions among US lawmakers. Tech executives' reactions varied, from embracing DeepSeek to dismissing its significance. Despite uncertainty about AI spending payoffs, companies like Microsoft, Meta, Apple, Google, Amazon, AMD, Qualcomm, and Arm reaffirmed commitments to AI infrastructure investments in 2025, with a cumulative $325 billion planned.

Shiseido Profit Plunges 73% as China Sales Falter

Japanese cosmetics giant Shiseido saw a 73% plunge in annual profit due to sluggish sales in China, indicating decreased consumer confidence in the country's cosmetics market.

US Consumer Sentiment Slumps as Inflation Fears Rise

U.S. consumer sentiment dropped to a 7-month low in February on inflation fears amid tariffs threatened by President Trump, according to the University of Michigan Surveys of Consumers.

US Stock Futures Hold Steady Ahead of Jobs Report, Amazon Earnings Disappoint

U.S. stock futures paused Friday ahead of key jobs data and following Amazon's disappointing outlook, with the tech-heavy Nasdaq hovering near unchanged levels.