Wayfair (W) earnings Q4 2025

Wayfair store in Wilmette, Illinois. Courtesy: Wayfair Wayfair‘s annual sales grew last year for the first time since 2020 as the online furniture company continues to win over value-seeking consumers, the retailer announced Thursday.  In 2025, Wayfair revenue grew 5.1% to $12.5 billion. The gains follow a more than 1% year-over-year decline in 2024. The…

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Keir Starmer sticks to his strategy

Listening to the prime minister’s tone and language this morning, the gravity of this moment was abundantly apparent. Sir Keir Starmer isn’t a man to shoot his mouth off in public. He tends to pick his words carefully and avoid exaggeration or hyperbole. That is exactly what he did today, but with a clear subtext:…

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Morgan Stanley loves these AI memory stocks

Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced with a new bottleneck: memory capacity. The crunch comes as workloads shift from training models to using AI tools, and it’s driven in part by agentic AI, where a system can execute tasks independently. AI agents require…

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Viktor Orbán concedes defeat as Hungary’s Tisza Party heads for election win

BUDAPEST, Hungary — Peter Magyar’s center-right Tisza party is projected to win Hungary’s parliamentary election, bringing an end to 16 years of authoritarian rule under Viktor Orbán, a far-right ally of both President Donald Trump and Russian President Vladimir Putin. Subscribe to read this story ad-free Get unlimited access to ad-free articles and exclusive content….

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