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MU's blowout fiscal Q1 2026, surging HBM demand, and upbeat Q2 outlook highlight strong AI-driven momentum after revenues jumped 56.8%.

NKE's digital engine still engages consumers, but fewer promotions have hit traffic and sales, leaving the Direct channel under pressure.

TotalEnergies signs a 21-year solar power deal to supply clean electricity to Google's Malaysian data centers, expanding its long-term renewable footprint.

CSIQ, FCEL and NEE stand out as renewables surge toward leading global power generation by 2026.

As 2025 ends, demand for tech-driven business services is accelerating, making essential platforms stickier, more scalable and harder for customers to cut.

SPG stands out as retail real estate rebounds, backed by premium assets, strong leasing momentum, strategic deals and rising dividends.

LULU drives premium athleisure growth with global expansion, while GES leans on international scale and margin gains.

LULU's "Power of Three x2" strategy aims to double men's, digital and international revenues by FY26, but U.S. softness and margin pressure test execution.

FDS beats on 1Q26 earnings and revenues as organic growth lifts all regions. The company's FY26 revenue and EPS guidance are slightly below consensus estimates.

NU stock jumps 30% in six months as revenue durability strengthens, users hit 127M, and currency-neutral revenues rose 39% to $4.2B.