PBR reportedly delays key Buzios' drilling contracts to 2026 as it navigates a shifting oil market and pushes for more cost-efficient offshore growth.
Global Equity ETF posted a return of 1.80% in the third quarter of 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Oracle, Alphabet Inc. Class C, Samsung Electronics Co Ltd Pfd Non-Voting, Barrick Mining and Newmont Corporation. The leading detractors in the quarter were Elevance Health, Philip Morris, Shimano, Comcast Corporation Class A and Salesforce.
I rate Siemens Energy a Strong Buy due to its clear margin expansion, a strong backlog order book and attractive valuation. Core segments are driving consistent, profitable growth while the wind division risks are now contained. 2025 performance beat expectations across all KPIs and management raised guidance for 2026 and 2028 targeting that profit margins will doublr to 14%.
LULU leans on its surging digital ecosystem and AI-driven product reset as it works to balance global gains against U.S. softness and margin pressure.
This week on Tech Corner, George Tsilis examines Taiwan Semiconductor aka TSMC (TSM). He looks at the company's expansion internationally and its clientele including Apple (AAPL) and Nvidia (NVDA).
M2i Global Inc (OTC:MTWO) CEO Alberto Rosende talked with Proactive about a major development in the critical minerals space, specifically the company's move to secure gallium supply for the US market. Rosende discussed the newly signed Memorandum of Understanding (MOU) with Nimy Resources, a company with gallium resources based in Western Australia.
Marfrig Global Foods faces near-term headwinds in U.S. beef and global poultry, but packaged foods offer long-term growth potential. MBRFY's Q3 results were resilient despite margin pressures, with revenue growth driven by strong pricing and packaged food sales offsetting volume declines. Processed foods, now 30% of revenue, are key to margin expansion and stability, with investments targeting further growth and market share gains.
TDOC's steady stream of acquisitions is expanding its global reach and lifting growth across key segments in 2025.
U.S. tech stocks saw their biggest swing in months on Thursday. It comes as AI bubble concerns continue to dominate the conversation, despite strong Nvidia earnings.
VG pushes ahead on its Plaquemines LNG expansion, filing key approvals and planning a phased buildout.
BA taps global partners to expand market reach, boost innovation and strengthen performance across key divisions.
The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financials and consumer discretionary sectors. On the positive side, stock selection in the health care and industrials sectors was the strongest contributor to performance.