GOLDMAN SACHS GROUP

MORGAN STANLEY

JPMORGAN CHASE &

CITIGROUP

BANK OF AMERICA CORP /DE/

Goldman Sachs Q4 EPS of $14.01 crushes $11.67 estimate with record $4.31B equity trading. Full year 2025 nets $17B. Dividend raised to $4.50.

Goldman Sachs Posts Record Equity Trading Revenue as Wall Street Dealmaking Machine Fires on All Cylinders

TAIWAN SEMICONDUCTOR MANUFACTURING CO

NVIDIA

ADVANCED MICRO DEVICES

ASML HOLDING

Apple

Meta Platforms

AMAZON COM

MICROSOFT

Alphabet

TSMC's Q4 profit surges 35% to record $16B. 2026 capex guidance of $52-56B signals AI infrastructure boom isn't slowing.

TSMC's $56 Billion Bet: Record Profit and Massive CapEx Signal AI Boom Has Legs

BOSTON SCIENTIFIC

Penumbra

Boston Scientific acquires Penumbra for $14.5B at $374/share, a 19% premium. The deal adds thrombectomy leadership to BSX's cardiovascular portfolio.

Boston Scientific Pays $14.5 Billion for Penumbra, Betting Big on Thrombectomy

ORACLE

Oracle bondholders sue over $38B AI debt 'blindside'—alleging company hid financing plans when selling $18B in bonds. Stock drops 4%.

Oracle Bondholders Sue Over 'Blindsiding' $38 Billion AI Debt

RIO TINTO

Rio Tinto and BHP agree to extract up to 200M tonnes of iron ore from neighboring Pilbara deposits, leveraging existing infrastructure with minimal capital.

Rio Tinto and BHP Join Forces in Historic Pilbara Partnership

WELLS FARGO & COMPANY/MN

Bank of America Q4 EPS beats by 2 cents at $0.98. Revenue up 7% to $28.4B. Stock falls 0.8% as Trump rate cap proposal spooks bank investors.

Bank of America Beats Q4 Estimates But Stock Falls on Trump Rate Cap Proposal

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