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Earnings call transcript: 51Talk Q4 2025 shows robust growth despite losses

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Ferrara reformulates gummy snack line

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Ferrara reformulates gummy snack line

The snacks are now USDA certified organic. 

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Infiniti hopes new SUV can turn around fortunes in the U.S.

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Infiniti hopes new SUV can turn around fortunes in the U.S.

The 2027 Infiniti QX65.

Courtesy: Infiniti

Japanese brand Infiniti on Thursday unveiled a new midsize luxury SUV, called the QX65, as it tries to mount a comeback in the U.S.

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The vehicle will have a 268-horsepower VC-Turbo engine with 286 foot-pounds of torque, as well as dual 12.3-inch displays.

The QX65 “accelerates INFINITI into its next era,” Eric Ledieu, vice president of Infiniti Americas, said in a press release.

Infiniti, Nissan’s premium brand, sold a record 153,000 vehicles in 2017 in the U.S., one of the world’s most important auto markets. Last year, it sold just a third of that, according to the company.

The 2027 Infiniti QX65.

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Courtesy: Infiniti

After its record 2017, sales have declined nearly every year, according to a report from Haig Partners, a firm that facilitates dealer transactions. Infiniti sales fell 9% in 2025 over the previous year.

“Now down 65.6% from its peak, and with only two nameplates on dealer lots, INFINITI sits in a tough position,” the report said.

Contrast that with Lexus, the luxury brand from Nissan’s Japanese competitor, Toyota, which saw sales climb 7.1% in 2025, after an already record year in 2024, according to Haig Partners. Sales of Acura also rose slightly in the same period, at just under 1%.

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Infiniti has been in a “product lull” for a while, said Stephanie Brinley, principal automotive analyst at S&P Global Mobility.

“They’ve changed, of course, a couple of times over the last few years,” she said. “And Nissan, the parent company, has had a lot on its plate.
While the intent to support Infiniti is there, it has faltered a little bit.”

Right now, Infiniti has two 2026 models in the U.S. The QX65 will make a third, and it will be a midsize SUV — hitting one of biggest single segments in the U.S. With a starting price of $53,990, it’s less expensive than the average luxury midsize vehicle’s manufacturer’s suggested retail price of about $77,000, according to Cox Automotive.

The brand touted its American ambitions with the vehicle’s launch, choosing New York City’s Grand Central Terminal as the site to unveil the QX65 and, as it has in the past, enlisting NFL stars Rob Gronkowski and Julian Edelman as hosts for the event.

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Brinley also said the QX65 draws on Infiniti’s old FX line of sport utility vehicles, which debuted in the U.S. in the early 2000s.

“[Those vehicles] were terrific,” she said. “They were super stylish, they were performance oriented, and still just really cool and really vibrant.”

Infiniti said it plans to release one vehicle annually over the next five years, as opposed to a more aggressive cadence.

“Hopefully they can … turn this into a turnaround,” Brinley said. “But it’s going to take some time.”

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The QX65 is set to be manufactured in Smyrna, Tennessee, with vehicles arriving at retailers in early summer.

Correction: The headline on this story has been updated to reflect that Infiniti is releasing a new SUV in the U.S. A previous headline misspelled the brand’s name.

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Anaergia Inc. 2025 Q4 – Results – Earnings Call Presentation (TSX:ANRG:CA) 2026-03-27

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Q4: 2026-03-26 Earnings Summary

EPS of $0.08 beats by $0.07

 | Revenue of $71.69M (110.49% Y/Y) beats by $11.00M

This article was written by

Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

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Netflix raises US subscription prices, increasing monthly costs across all plans

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Netflix CEO Ted Sarandos to testify on $72 billion Warner Bros merger deal

Netflix subscribers in the U.S. can expect to start paying more each month as the streaming giant raises prices across all of its plans.

Updated pricing listed on the company’s U.S. website shows the ad-supported tier at $8.99 per month, up from $7.99, while the standard plan is priced at $19.99 and the premium tier at $26.99.

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Fees to add members outside a subscriber’s household have also increased, with extra members costing $7.99 per month on ad-supported plans and $9.99 on ad-free tiers. Netflix says accounts are intended for use within a single household, with added charges for users who do not live together.

WHY NETFLIX’S CEO DROPPED HIS BID TO BUY WARNER BROS DISCOVERY AND TRUMP ‘DIDN’T CARE’

Ted Sarandos Netflix CEO

Netflix also raised prices on fees to add members outside a subscriber’s household. (David Benito/FilmMagic via Getty Images)

Netflix, which has more than 325 million subscribers globally, previously eliminated its lowest-priced ad-free “basic” plan, leaving customers to choose between higher-priced tiers or an ad-supported option.

FOX Business reached out to Netflix for comment.

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NETFLIX BACKS OUT OF WARNER BROS BIDDING WAR AFTER PARAMOUNT MADE ‘SUPERIOR’ OFFER

The pricing changes were first reported by Reuters, which said the increases come as Netflix expands into additional content formats, including video podcasts and live programming.

The Netflix logo displayed on a building

The company recently declined to pursue a bid for certain Warner Bros. studio and streaming assets. (Mario Tama/Getty Images)

Analysts expect the higher prices to boost how much Netflix earns per subscriber, with estimates pointing to roughly 6% growth year over year in the U.S.-Canada region in 2026.

NETFLIX FOLLOWS WARREN BUFFETT’S PLAYBOOK: DON’T OVERPAY, WALK AWAY

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Netflix on a TV

The pricing changes will impact all plans. (Nikos Pekiaridis/NurPhoto via Getty Images)

Netflix last adjusted its pricing in early 2025. The company reported $12.1 billion in revenue for the October–December quarter, slightly exceeding analyst expectations.

CLICK HERE TO GET FOX BUSINESS ON THE GO

The rise in prices comes after Netflix recently declined to pursue a bid for certain Warner Bros. studio and streaming assets, a decision that could shape broader media deal activity.

Reuters contributed to this report. 

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Oil Price Shock Raises Inflation And Policy Risks In The Philippines

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Oil Price Shock Raises Inflation And Policy Risks In The Philippines

Oil Price Shock Raises Inflation And Policy Risks In The Philippines

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Iran war wipes out $100 billion from luxury stocks

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Iran war wipes out $100 billion from luxury stocks
Luxury giants lose billions in market value amid Middle East conflict

A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.

Major luxury stocks have fallen 15% or more since the Iran war started, and sales in the increasingly important Middle East market could drop by half, according to analysts.

Shares of LVMH and Hermès are down roughly 16% and 20%, respectively, this month, while the S&P 500 has fallen less than 6%. Shares of Ferrari are also down 15%, and the company announced it would temporarily suspend deliveries to the Middle East. Bentley, Maserati and other high-end car companies are also halting deliveries due to security risks and logistics.

“At the moment, we don’t have an impact from a production side,” said Bentley CEO Frank-Steffen Walliser on the company’s recent investor call. “But for sure, people in the Middle East have other thoughts than looking for a new Bentley at the moment.”

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For investors and luxury companies, the Iran war has highlighted the increasing importance of the Middle East to the global luxury industry and the high-net-worth economy. While the region accounts for a relatively small share of overall luxury sales, it’s growth has become critical to the industry.

The region was the fastest-growing luxury market in the world last year, posting growth of between 6% and 8% compared with flat growth globally, according to Bernstein luxury analyst Luca Solca. The Middle East now accounts for about 6% of global luxury sales, on pace to potentially rival Japan, which claims about 9% of global sales, according to Solca.

Dubai in the United Arab Emirates has been the biggest driver of growth, accounting for about 80% of the UAE’s rise, which itself accounts for more than half the luxury growth in the full region, according to research from Morgan Stanley.

The troubles in the Middle East come at a critical time in the luxury industry. After two years of stagnant sales, the industry was betting on a recovery in 2026. The China market has been showing slight improvements in sales after years of declines. The U.S. luxury consumer remains strong, thanks to rising wealth from artificial intelligence and stock markets. And Europe remained steady, helped in part by spending from tourism.

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A research note from UBS luxury analyst Zuzanna Pusz and her teams said investor sentiment in luxury is “the most bearish in years.” While investors had been betting on a rebound in the beginning of the year, “heightened geopolitical uncertainty is likely to weigh on near-term earnings and delay the long-awaited inflection in fundamentals.”

Share price moves have already wiped out roughly $100 billion in market cap from the major luxury companies, with LVMH and Hermès both losing more than $40 billion in value each.

Solca said that if sales in the Middle East fall by half in March, which he described as a worst-case scenario, quarterly growth would drop by about 1 percentage point for many luxury companies.

Yet he said the decline could be milder. While stores and malls in the region may be largely empty, many luxury companies are still carrying out sales by reaching out individually to top clients and delivering products to their homes. Solca also said the wealthy who have left Dubai may continue spending on luxury in other countries.

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“Most of the companies we’ve been talking to are not really pointing to a disastrous decline in the Middle East,” Solca said. “At the end of the day, if this was contained to the month of March, this would largely be a nonevent.”

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Other contributing factors to Dubai’s recent success – no income taxes, stable governments, sunny beaches – remain intact. The city’s millionaire population has doubled since 2014 to more than 81,000, according to Henley & Partners. An estimated 9,800 millionaires moved to Dubai in 2025, bringing $63 billion in wealth — more than any other country in the world, according to Henley. Most of Dubai’s wealthy are arriving from the U.K., China, India, and other parts of Europe and Asia.

Still, Dubai’s reputation for safety and security has been shaken. The Middle East luxury market is heavily dependent on wealthy tourists, who may avoid the region long after a possible ceasefire.

According to Morgan Stanley, around 60% of luxury spend in the UAE is courtesy of tourists, of which 60% are Russian, Saudi, Chinese and Indian visitors. Of the remaining 40% spent by UAE residents, about half is from foreign UAE residents, who may also change their plans to stay in the region long term.

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Higher oil prices could also weigh on luxury sales. Analysts say aspirational luxury consumers, who are more sensitive to inflation and economic slowdowns, could pull back on spending with higher gas prices and food costs. At the same time, wealthy consumers could be spooked by volatile stock markets. Since the spending of the wealthy is more dependent on stock markets and the so-called wealth effect, declining or even flat stocks could cause a pullback.

“Higher oil prices could prompt a downward adjustment in global stock markets and that would be very bad,” Solca said.” The consumer sentiment of people with wealth in the stock market would be damaged.”

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Opinion: Halo a bright light for WA

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Opinion: Halo a bright light for WA

OPINION: The dominance of asset-backed, real-economy businesses in WA provides some protection from the AI deluge.

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Which Interior Flooring is Best?

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Which Interior Flooring is Best?

Where do you start when choosing new flooring?

When shopping for new flooring a good place to start is to decide which type of flooring you want in each room. Carpet for the bedrooms? Carpet, LVT, Laminate or wood in the hallways? LVT or stone in the kitchen and bathrooms? It’s your home so you can choose whichever flooring you want for each room!

With that being said, you do need to make sure the flooring is suitable for each room. This largely comes down to making sure the flooring for bathrooms and toilets are not going to be easily damaged by moisture. Plus most people prefer soft carpet in their bedrooms.

You then need to decide how much you want to spend and then start shopping for products within your budget.

Which flooring is popular right now?

The most popular interior flooring right now is LVT flooring. There are numerous features of LVT that make it attractive to so many. It’s waterproof, it’s easy to install, it’s not hugely reactive to temperature and it’s available in wide varieties.

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Keeping in mind all of the above advantages, all of these benefits are available at a lower cost than natural floor types such as real wood or stone. The click LVT versions are designed to be suitable for DIY home projects by people with little to no experience in flooring installs.

The glue down LVT versions are also simple to install but they do require adhesive, which makes the installation more involved. This version is better suited to professional installers and also commercial environments such as schools and offices.

Is LVT really better than Laminate?

LVT and Laminate flooring are very similar, the main difference between them is LVT flooring is fully waterproof and laminate is not. Laminate is a little cheaper and can be less brittle during the installation process. Laminate is also extremely hard wearing, but can easily become ruined if it gets wet.

This provides peace of mind knowing that you could submerge LVT in water and it be totally fine. For a little extra money the majority of people would rather have the peace of mind.

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There are those however that choose to save money by only having LVT in bathrooms and toilets, and have laminate for the larger living room, hallways and kitchen areas. It does make sense if you want to keep costs down to use the less expensive option for the large areas and the more expensive option for the smaller areas. Online flooring supplies shops usually have lower prices than high street shops so it’s worth shopping around.

Which is better, stone or LVT flooring?

LVT and stone flooring serve a similar purpose, they are both hard wearing and waterproof. However considering more people in recent years have purchased LVT flooring than stone, the numbers indicate that LVT must be better.

LVT is easier to install, it’s warmer to the touch, it’s slightly softer and it’s quieter to walk on. A large percentage of DIY installers are capable of installing click LVT flooring, whereas a much smaller percentage are capable of installing stone flooring.

Like most things in life it ultimately comes down to personal preference. Good quality stone floors do look fantastic and it’s easy to understand why stone floors are still popular.

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Is real wood flooring still a good idea?

Real wood flooring is still highly popular so lots of people clearly think it’s still a good idea. The natural warm luxury that real wood flooring provides is unique and cannot be matched by any other flooring material.

Solid wood flooring has been known to last over 100 years, which is an incredibly long period of time. Stone flooring can last this long too, however stone is noticeably harder and colder than wood.

Engineered wood flooring with a thick wear layer can easily last more than 30 years. It doesn’t tend to last as long as solid wood because it has a thinner wear layer which can’t be sanded down as many times as solid wood.

Is carpet suitable for bathrooms?

Carpet if often used in bathrooms because it’s soft for bare feet and also non slippery. Whilst carpet is fine to get a bit wet in bathrooms and showers, the main reason to not use carpet in these areas is hygiene.

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Especially rooms where there are toilets, the most hygienic flooring option is something that can be easily cleaned with disinfectant. The nature of carpet with its soft fibers can make it difficult to get as clean as a material such as LVT.

If you do really want carpet in bathrooms and toilets it’s best to change the carpet more regularly to be as hygienic as possible.

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Q1 Tower Still Reigns as Skyscraper Boom

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Q1 Tower is the second-tallest skyscraper in the Southern Hemisphere

As Australia’s cities push skyward amid rapid urban growth and international investment, the Q1 Tower on the Gold Coast remains the nation’s tallest completed building at 323 meters (1,058 feet) in early 2026. Yet ambitious proposals and under-construction projects signal that the country’s skyline is on the cusp of dramatic change, with several supertall towers poised to claim the title in coming years.

The Council on Tall Buildings and Urban Habitat and Wikipedia’s updated tall buildings database confirm that no structure has yet surpassed the Q1, completed in 2005. Australia 108 in Melbourne holds second place at 317 meters (1,039 feet), followed closely by other residential-heavy icons that reflect the country’s preference for high-rise living over pure office space.

Here are the 10 tallest completed buildings in Australia as of March 2026, based on architectural height to the highest point:

Q1 Tower is the second-tallest skyscraper in the Southern Hemisphere
Q1 Tower is the second-tallest skyscraper in the Southern Hemisphere and the tallest building in Australia
  1. Q1 Tower, Gold Coast — 323 m (1,058 ft), 78 floors. Completed in 2005, this iconic residential tower on Surfers Paradise’s beachfront long held the title of the world’s tallest residential building. Its sleek, sail-like design continues to dominate the Gold Coast skyline and attract tourists to its observation deck.
  2. Australia 108, Melbourne — 317 m (1,039 ft), 100 floors. Finished in 2020, this mixed-use tower in the Southbank precinct features luxury apartments and a striking crown inspired by Australian flora. It briefly challenged Q1 for supremacy and remains Melbourne’s tallest.
  3. Eureka Tower, Melbourne — 297 m (975 ft), 92 floors. Opened in 2006, Eureka is known for its bold red and gold facade and Edge experience, a glass cube that extends from the building. It was Australia’s tallest for several years before being overtaken.
  4. Crown Sydney (One Barangaroo), Sydney — 271 m (890 ft), 75 floors. Completed in recent years, this luxury hotel and casino tower anchors the Barangaroo precinct and offers panoramic harbor views. It represents Sydney’s more restrained approach to height due to heritage protections.
  5. Brisbane Skytower (or equivalent high-rise; actual rankings place several around 270m range) — Approximately 270 m. Brisbane’s skyline has grown steadily, with recent completions adding to its vertical profile.

Other notable entries in the top 10 typically include Aurora Melbourne Central (around 270m+), Central Park Tower in Perth (253 m), and additional Gold Coast and Melbourne residential towers such as Infinity in Brisbane or Queens Place towers.

Australia’s tall building landscape is dominated by residential and mixed-use developments rather than corporate headquarters, driven by population growth in coastal cities and demand for waterfront living. Melbourne leads the nation with the highest number of buildings over 150 meters, followed by Sydney, Brisbane and the Gold Coast.

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While the top 10 remain stable for now, major projects under construction or recently approved could soon rewrite the record books. On the Gold Coast, the Trump Organization partnered with Altus Property Group to announce a 340-meter (approximately 1,100-foot), 91-story Trump International Hotel & Tower in Surfers Paradise. Announced in February 2026, the $1.5 billion project is positioned to become Australia’s tallest upon completion, potentially before the 2032 Brisbane Olympics. The tower would combine luxury hotel rooms and apartments, rising about 15-20 meters above Australia 108.

Even taller proposals exist. One Park Lane, a 101-story residential tower approved on the Gold Coast, is planned to reach nearly 393-400 meters. Construction could begin in 2026, though timelines remain fluid. In Melbourne, Southbank by Beulah Tower 1 (also known as STH BNK) has been approved at 366 meters (1,201 feet) with 102 floors, potentially claiming the crown if built. Other ambitious plans include Green Spine concepts reaching 365 meters and various Sydney and Brisbane proposals exceeding 300 meters.

These developments reflect Australia’s skyscraper race, with Gold Coast, Melbourne, Sydney and Brisbane competing for vertical supremacy. Factors driving the boom include strong migration, tourism recovery, foreign investment and relaxed height restrictions in certain precincts. However, challenges persist: strict planning regulations in heritage-sensitive Sydney, seismic considerations, high construction costs and community concerns over shadow impacts and wind tunnels.

Experts note that Australia’s tallest buildings are relatively modest by global standards. The Q1 would not crack the world’s top 50 tallest structures, where Asian and Middle Eastern supertalls dominate. Still, the country’s focus on livable, residential-focused high-rises sets it apart, emphasizing amenities like infinity pools, observation decks and integrated public spaces.

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Perth, Adelaide and other capitals trail the eastern seaboard in height records, though Central Park Tower in Perth stands as Western Australia’s tallest at around 253 meters. Future growth in these cities may accelerate as resource economies and urban densification policies evolve.

The surge in proposals has sparked debate about sustainability. Tall buildings require significant energy for construction and operation, prompting calls for greener designs incorporating solar panels, recycled materials and efficient climate control. Developers increasingly tout “green star” ratings and carbon-neutral ambitions to meet community expectations.

For residents and visitors, these towers offer more than height. Q1’s SkyPoint observation deck provides 360-degree views, while Australia 108 and Eureka feature unique experiences that draw crowds. Crown Sydney has transformed Sydney’s waterfront, and future supertalls promise even more dramatic vantage points.

As of March 2026, no new building has topped the Q1, but the pipeline suggests the record could fall within the next five to seven years. Construction timelines for projects like the Trump Tower and Southbank by Beulah will depend on financing, approvals and market conditions.

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Urban planners view the vertical growth positively for reducing urban sprawl and supporting public transport hubs. Yet critics warn of potential overcrowding, strain on infrastructure and the risk of creating “vertical ghettos” if affordability is not addressed.

Australia’s tall building story mirrors its broader evolution — from a low-rise nation to one embracing density in its most vibrant cities. The Q1 Tower, now two decades old, symbolizes the start of that shift, while upcoming giants may define the next chapter.

Whether the Trump Tower, One Park Lane or Southbank by Beulah ultimately claims the title, one thing is clear: Australia’s skylines are getting taller, bolder and more competitive. As these projects advance from drawing board to reality, they will reshape not only city views but also the way Australians live, work and play in an increasingly vertical future.

For now, the Q1 Tower still wears the crown, its elegant form a familiar beacon on the Gold Coast. But with billions in investment and ambitious designs on the horizon, Australia’s tallest building record appears destined to change — perhaps multiple times — before the decade ends.

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Stocks to Watch: Carnival, AstraZeneca, Unity Software

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David Uberti hedcut

↗️ Unity Software (U): The gaming-software company lifted its first-quarter revenue guidance, and said it would exit the non-strategic advertising business and divest from its game publishing business. Shares jumped 11% in morning trading.

↗️ Lumentum Holdings (LITE): The laser maker is establishing a new manufacturing plant in North Carolina to produce advanced indium phosphide-based optical devices, which serve as critical components in AI data centers. Shares gained 6%.

↗️ AstraZeneca (UK:AZN): The U.K. drugmaker said a lung-disease drug candidate met the primary goal in two late-stage clinical trials, reducing the rate at which patients’ symptoms worsened. Shares rose 3.5% in London.

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