North America:
Alphabet CEO Sundar Pichai announced a subsea cable project linking India and the U.S., a partnership with the Indian government and Google DeepMind, and a $30 million commitment to global AI research, while Coatue Management reduced its stake in the company.
Amazon discontinued its ‘Blue Jay’ warehouse robot after a short deployment, expanded its AI offerings with Claude Opus 4.6 on Bedrock and new AWS agent plugins, and partnered with Yotta and India’s NIC on Meghraj 2.0 hybrid cloud infrastructure; Coatue increased its investment in the company.
Microsoft committed $50 billion by 2030 to expand AI in Global South economies and partnered with Ericsson to integrate AI-driven 5G capabilities into Windows 11 for enterprise automation, while attracting increased investment from Coatue.
Waymo defended its robotaxi operations, clarifying that remote assistance staff did not engage in remote driving during on-road services.
Palo Alto Networks lowered its FY2026 profit forecast due to higher acquisition integration costs, notably CyberArk, but raised its revenue outlook after strong Q2 results driven by AI-powered platform demand.
Analog Devices reported strong quarterly results with revenue up 30% and net income surging 111%, projected solid Q2 growth on AI semiconductor demand, and raised its dividend by 11% to $1.10 per share.
HF Sinclair Corp formed a 50/50 joint venture with UPOP to accelerate branded marketing growth and reported Q4 2025 and full-year results, maintaining its regular cash dividend.
Alcoa agreed to pay A$55 million to remediate незаконous land clearing in Western Australia and an additional $36 million under modernization approvals with the Australian government.
Take-Two Interactive disclosed that Saudi Arabia’s Public Investment Fund transferred its 11.4 million-share stake to its subsidiary, Saudi Electronic Games Holding.
DeepMind CEO Demis Hassabis said artificial general intelligence remains at least five years away, citing current technological limitations.
Anthropic plans to pay Amazon, Google, and Microsoft at least $80 billion through 2029 to run its Claude AI models on their cloud infrastructure.
Europe:
UBS raised its 2026 forecast for U.S. technology investment-grade bond issuance to $360 billion, reflecting higher capital expenditure plans among major tech firms.
Bayer agreed to a $7.25 billion settlement to resolve most U.S. Roundup cancer lawsuits, aiming to reduce legal uncertainty, though investor skepticism led to sharp share-price declines despite management’s view that the deal strengthens its Supreme Court position.
Carrefour reported mixed 2025 results with a 5.4% drop in operating profit partly due to acquisition integration costs, announced a €1 billion annual cost-cutting plan, and unveiled its “Carrefour 2030” strategy targeting improved margins and growth in France, Spain, and Brazil.
Glencore posted mixed results with an 8% drop in trading earnings due to weaker energy performance despite strong metals, returned to profit, set a 1-million-tonne copper target by 2028, boosted oil trading volumes, and secured a land agreement to extend the KCC mine’s life.
Mediobanca shares jumped 7.4% after its majority shareholder announced a $19 billion takeover and plans to delist the bank.
BAE Systems reported record sales, profits, and order backlog driven by strong European defense demand, raised its dividend, and maintained a confident growth outlook amid heightened geopolitical tensions.
VBG Group reported higher Q4 revenue and EBITDA and maintained its dividend at SEK 7.25 per share.
OEM International posted a slight decline in Q4 revenue and operating profit but kept its dividend unchanged.
Rest of the World;
Yotta Data Services plans to build a $2 billion AI hub in India using Nvidia Blackwell Ultra chips and is partnering with AWS for India’s Meghraj 2.0 hybrid cloud project.
Nvidia partnered with Indian venture capital firms to support AI startups and secured a multiyear deal potentially worth up to $50 billion to supply Meta with AI chips.
Valeo aims to triple Indian sales to €700 million by 2028 with over €200 million in investment and will supply electric powertrains to Mahindra’s ‘Born Electric’ platform in a near-$1 billion deal.
Santos reported sharply lower profits due to weaker energy prices, announced a 10% workforce reduction and portfolio review, and introduced a capital plan to return at least 60% of free cash flow to shareholders.
National Australia Bank posted a 16% rise in Q1 cash earnings to A$2.02 billion, supported by strong business and home-loan performance.
CSL granted Eli Lilly exclusive rights to develop and commercialize clazakizumab for end-stage kidney disease in exchange for a $100 million upfront payment.
