Browsing: Shift

Applied Materials recently reported 41% growth in adjusted earnings per share and 52% DRAM revenue growth, while continuing to invest in capacity, hybrid bonding technology and a larger stake in Besi, all against a backdrop of sector wide ETF selling and a sharp October pullback in the stock.

This is an excerpt from our Modern Retail+ Research report The 2026 guide to holiday marketing strategies, including A-Frame Brands, Mastercard and Ritual, which examined which commerce channels are dominating marketers’ holiday strategies. The report is based on a survey of 90 brand and retailer professionals, as well as individual interviews with marketing executives.

Capitol Federal Financial reported quarterly net interest income of US$54.83 million and net income of US$22.38 million for the fourth quarter of fiscal 2026, with full year figures of US$211.9 million and US$86.4 million respectively, and affirmed a quarterly dividend of US$0.085 per share payable in November 2026.

Exelon reported third quarter 2026 revenue of US$7.32b and adjusted operating EPS of US$0.87, ahead of analyst expectations, reaffirmed its 2026 earnings outlook and maintained a long term plan for 5% to 7% operating EPS growth through 2029.

Carrier Global reported third quarter 2026 results with revenue of US$6.26b, strong order growth and record backlog, while a US$3.1b goodwill impairment pushed the period into a net loss.

A few months before starting her role at National Australia Bank, Ruhani found herself staring at a dataset.

Agentic commerce could move the start of the shopping journey from retailers and search engines to AI assistants. Joko’s Nicolas Salat-Baroux explains how that could shift power to consumers, and why retailers’ product data may decide who gets chosen.

Expand Energy reported Q3 2026 earnings where basic EPS from continuing operations was US$2.24, while nine month basic EPS reached US$9.30. The company also affirmed 2026 production guidance of roughly 7.45 to 7.55 Bcfe/d and announced a planned quarterly dividend of US$0.575 per share.

The success of AI-optimizedrevenue growth managementrelies on the business data and the speed at which it can be actioned on.

That is not speculation. A widening gap is emerging on the vehicle-sales side of the business, and there is no reason to assume aftermarket parts are immune to the same shift.