Track the evolution of major financial and economic events
Eni launched a $1.72 billion share buyback program, aiming to increase oil and gas production while reducing investment spending. The company also intends to dilute its stake in its renewable and retail unit, Plenitude, as part of its strategic plan through 2030.
Signet Jewelers reported adjusted earnings of $6.25 per share for the fourth quarter, beating analyst expectations. The company's revenue reached $2.35 billion, which was roughly flat year-over-year. Shares of the company surged 12.5% in early trading following the report. However, the company flagged potential margin pressure and a cautious consumer environment ahead.
On March 19, Vecima announced a multi-year strategic agreement with Spectrum. The agreement aims to enable the evolution of Spectrum's next-generation DOCSIS/HFC and Fiber Access networks.
On March 19, the National Highway Traffic Safety Administration (NHTSA) upgraded its investigation into millions of Tesla vehicles to the engineering analysis phase. The intensified probe focuses on the driver assistance system known as FSD (Full Self-Driving). Dutch regulators are likely to approve FSD by April 10.
Concerns about liquidity in private credit markets are rising amid redemption pressures. On March 19, an escalating debate began on whether the runs on private credit funds are a temporary hiccup or the start of a systemic panic. Analysts are also questioning the assumption that alternative asset classes are permanent, large-scale features of capital markets.
On March 19, Telecom Italia and Fastweb announced plans to build up to 6,000 telecom towers in Italy. This move is seen as a potential blow to INWIT, the country's leading mast operator.
On March 19, Vonovia reported a net profit of €3.72 billion in 2025. The company swung from a net loss of €896 million in the previous year, driven by strong rental performance.
Amazon Web Services (AWS) revenue growth accelerated to 24% in the fourth quarter, with operating cash flow surging 20% to $139.5 billion over the trailing 12 months. AWS secured a major agreement with OpenAI, bringing total expected spending on AWS to approximately $138 billion over the next seven to eight years. Barclays anticipates that AWS backlog will exceed $350 billion in the upcoming quarter and expects AWS growth to reach 34% in the third quarter of 2026.
On March 19, the Federal Reserve paused interest rate cuts, maintaining current levels. Fed Chair Jerome Powell adopted a notably somber and regretful tone during his remarks. On March 21, President Trump stated that he does not want to pursue a cease-fire, while hopes emerged on March 26 that the U.S. and Iran are negotiating a cease-fire.
SUNation Energy reported record revenue growth in Q4, with a 77% increase to $27.2 million. The company turned profitable with a net income of $2.6 million in Q4, compared to a net loss in the previous year. Gross margin expanded to 40.7%, exceeding the 2025 annual guidance.
On March 18, Logitech's board approved a new three-year share buyback program allowing for up to $1.4 billion in repurchases. This new program aligns with a previously approved amount of $600 million in March 2025. The company is listed on the SIX Swiss Exchange and Nasdaq under the tickers LOGN and LOGI.
The Trade Desk shares are under pressure after Jefferies analysts warned that recent developments involving one of its largest agency partners could impact future revenue growth. Media reports indicate that Publicis Groupe is no longer recommending The Trade Desk as a demand-side platform to clients following a third-party audit. The Trade Desk disputes and contests the claims regarding the audit and recommendation status.
Electronic Arts is facing the largest leveraged buyout since the 2008 financial crisis. The financing for this deal relies on a high equity component and favorable political conditions described as 'Trump stardust'.
Fed rate cut forecasts are under pressure due to oil price volatility and geopolitical risks. On March 18, the Fed decided to keep interest rates unchanged while projecting one cut in 2026. However, inflation concerns driven by war and rising oil prices are prompting shifts in monetary policy expectations. Global markets are entering a decisive 'Judgment Week' to assess the future path of interest rates.
NVIDIA Corporation held a call with shareholders and analysts to discuss financial performance and strategy. A strategic partnership was announced with Marvell, including a $2 billion investment to enhance NVIDIA's AI ecosystem. NVIDIA also received approval for chip exports to China, with strong growth forecasts and a $1 trillion order outlook. However, the stock has declined by 6.07% year-to-date in 2026.
Vision Marine Technologies reported a 446% year-over-year increase in contracted electric boat sales. This surge covers the period from September 1, 2025, through late February 2026. The company is focusing on high-margin sales and accelerating deployments for 2026.
Macy's reported sales growth for the third consecutive quarter, exceeding analyst expectations. Despite predictions of a sales decline, the actual results proved otherwise, leading to a significant 5% surge in Macy's stock price. The company registered $7.64 billion in Q4 sales, with strong performance from Bloomingdale's.
Perfect Corp., listed on NYSE under ticker PERF, received a preliminary non-binding proposal to go private. The proposal dated March 18, 2026, came from CyberLink International Technology Corp. and Chairwoman Alice H. Chang. This take-private proposal aims to remove the company from public trading and convert it to private ownership.
On March 18, Josh D'Amaro officially assumed the role of CEO of Disney during the annual shareholder meeting. This leadership transition occurs as the entertainment giant faces a period of profound change.
On March 18, LayerZero announced the integration of the Cardano network, connecting it to over 160 blockchains. This integration allows Cardano to interact with major networks like Ethereum, Solana, and Aptos. Cardano founder Charles Hoskinson highlighted the significance of this development via social media. On March 27, Hoskinson called the Midnight project 'next-gen cryptocurrency' and Midnight secured a major deal with UK-based digital bank Monument to tokenize £250 million in customer deposits.
On March 18, unionized workers at Samsung Electronics in South Korea voted to authorize a strike over a dispute regarding bonuses and working conditions. The potential strike threatens to disrupt production at the world's largest memory chipmaker. On March 23, the Samsung Biologics union warned of 'structural supply chain risks' due to the labor dispute, highlighting severe governance failures impacting the global supply chain.
Microsoft is considering legal action against Amazon and OpenAI over a $50 billion cloud deal, claiming it could breach its exclusive partnership with the ChatGPT maker. On March 19, OpenAI and Amazon announced a new partnership to develop a Stateful Runtime Environment for Amazon Bedrock. Amid ongoing tensions, OpenAI is seeking to attract investments from firms like TPG and Advent International.
On March 18, Elliott Investment Management confirmed building a significant investment stake in Japanese shipping company Mitsui OSK Lines. Elliott is pushing the shipping company to improve shareholder returns and capital efficiency. On March 27, Norwegian Cruise Line Holdings announced a board refreshment by appointing five new independent directors, and a cooperation agreement was reached with Elliott Investment Management.
Projections indicate imminent cuts to Social Security benefits that will significantly impact current retirees. These cuts come at a critical time as many rely on these benefits to meet their financial needs.
