Individual Stock News
1. According to Nikkei: Intel (INTC.O) and AMD (AMD.O) have informed customers that CPU prices will increase in March and April.
2. Merck (MRK.N): Will acquire biotechnology company Terns Pharmaceuticals (TERN.N) for $6.7 billion.
3. According to sources, Anduril and Palantir (PLTR.N) are collaborating on software needed for US President Trump's "Golden Dome" missile defense plan.
4. Amazon (AMZN.O) confirmed that it has acquired startup Fauna Robotics, which focuses on creating "people-friendly" humanoid robots for consumers and businesses.
5. BHP Billiton (BHP.N) predicts that the global potash market will be tight over the next decade due to increasing demand and geopolitical risks putting pressure on the fertilizer supply chain.
6. Pinduoduo (PDD.O): Q4 2025 revenue was RMB 123.91 billion, compared to RMB 110.61 billion in the same period last year; adjusted earnings per ADS were RMB 17.69, compared to an estimated RMB 20.84.
7. Waterdrop Inc. (WDH.N): Q4 2025 net operating revenue was RMB 1.411 billion; net profit attributable to shareholders was RMB 162 million, a year-on-year increase of 62.7%, achieving profitability for 16 consecutive quarters.
8. Broadcom (AVGO.O) executives stated that TSMC (TSM.N)'s capacity is nearing its limit, and the entire industry is facing broader supply chain constraints amid surging demand for AI chips.
9. Total (TTE.N) Chairman and CEO stated that with the war with Iran nearing its one-month mark, approximately 15% of the company's capacity is offline, but soaring oil prices have been sufficient to offset the losses caused by the production cuts.
10. MetaPlatforms (META.O) is offering stock options to executives for the first time since its 2012 IPO, a move aimed at retaining and rewarding executives as the company continues to invest heavily to gain a competitive edge in AI.
11. Arm (ARM.O) will begin selling its own chips for the first time, expecting the business to generate approximately $15 billion in revenue annually over five years, while announcing that MetaPlatforms (META.O) will be the first major customer for its AGI CPU chip.
