When the ground shakes, investors reach for companies that have been paying and raising dividends longer than most people have been investing. These five Dividend Aristocrats have earned that reputation quarter after quarter, decade after decade.
AI revenue -- $42,000,000 year to date, ahead of last year's $40,000,000, with company guidance of $45,000,000-$50,000,000 for the full year. Research publishing output -- Submissions increased 26%, article output up 11%, and revenue up 4% excluding AI, outpacing the broader market.
Net profits also rose by almost 260%, from $447.8 million to $1.6 billion. Fintech division Monee was the company's fastest-growing division, posting 60% growth over 2025. During the earnings call, Li added that Sea wants to continue expanding the division's suite of products, foraying into areas like digital banking and insurance.
Consumer Loan Marketplace volume was primarily driven by new partner expansion with 307 partners and continued growth in volume from nascent products such as small-business lending loans and DSCR loans. From a DSCR perspective, we do have now about 25 or so partners that have been activated, with another 15 agreements out.
Vistra's core business is performing at a level that justifies management's confidence. The record Adjusted EBITDA, locked-in long-term power purchase agreements with hyperscale technology buyers, and a ~30% reduction in share count since November 2021 through roughly $5.9 billion in buybacks paint a picture of a management team allocating capital with conviction.
Southwest's Q4 showed real operational momentum. Operating income grew 40.65% year over year to $391 million, and net income rose 23.75% to $323 million. The airline introduced assigned seating and extra legroom options, launched Getaways by Southwest, expanded distribution through Expedia and Priceline, and rolled out free Wi-Fi for Rapid Rewards members.
Tribeca Global Natural Resources reported a sharp turnaround in performance for the half-year to 31 December 2025, moving from a loss a year earlier to revenue of $118.6 million and profit after tax attributable to members of $69.5 million. Earnings per share rose to $0.90, net tangible assets per share increased markedly, and the board declared a fully franked interim dividend of $0.05 per share.
Nu's Q3 2025 results were difficult to criticize. Revenue reached $4.17 billion, exceeding consensus expectations of roughly $4.04 billion by about $134 million. Revenue grew 46% year-over-year, underscoring continued momentum across its core markets. Net income totaled $783 million, up 39% year-over-year on an FX-neutral basis.
The Las Vegas gaming supplier said Tuesday (February 24) that full-year revenue reached $3.3 billion, a roughly 4% increase from a year earlier. Profit told a different story. Net income for the year fell 18% to $276 million, and the company recorded a $15 million loss in the fourth quarter.
AMC Entertainment Holdings reported its fourth-quarter 2025 financial results as well as its full-year 2025 results. It's fair to say the company did not have a blockbuster quarter or year. For the company's Q4 2025, which ended on December 31, AMC reported total revenue of $1.28 billion. That's a drop of 1.4% from the $1.3 billion the company reported for the same quarter a year earlier.
Prediction markets surged in 2025, with trading volumes reaching $63.5 billion, a fourfold increase from $15.8 billion in 2024. Platforms like Polymarket and Kalshi drove this growth, enabling bets on outcomes across politics, sports, economics, and more. Is there a cause-and-effect relationship between the flourishing of prediction markets and the kneecapping of the stocks traditional online betting sites like DraftKings ( NASDAQ:DKNG | DKNG Price Prediction) and Flutter Entertainment ( NASDAQ:FLUT ) have suffered in the past 12 months?
The Turnaround Thesis: What Analysts See The bull case rests on Q3 2025's surprise beat. Unity Software ( NYSE:U) posted $0.20 earnings per share against expectations of a $0.23 loss, a 187% beat marking the first profitable quarter in recent memory. Revenue hit $471 million with 5.4% growth, while adjusted EBITDA margins expanded 200 basis points to 23%. CEO Matthew Bromberg called it an inflection point:
Global-E posted $220.8 million in revenue, up 25.5% year-over-year, with gross margins at 45.1%. The company generated $13.2 million in net income, but profit margin remained razor-thin at 0.83%. Operating margin reached 7.7%, showing the business model works operationally, but capital efficiency remains a problem. Return on equity sits at just 0.81%, meaning the company barely generates returns on deployed capital. That's the core issue Wall Street keeps circling back to.
Tesla Inc.'s ( NASDAQ: TSLA) share price has retreated 6.4% in the past week. The company warned of a sharp drop in fourth-quarter deliveries, and a major supplier contract restatement hinted at declining demand for the Cybertruck. The stock is still 43.1% higher than six months ago, outperforming the S&P 500 in that time. However, Tesla stock is only 8.9% higher than a year ago, underperforming the Nasdaq.
It's been an eventful, exciting and special year, at the end of which we have well over 430,000 members, which says a lot about how much is being done right in this club, both on and off the pitch. On behalf of the club, I would like to thank all members and fans for their support and loyalty. Together, we can look back on an anniversary year with plenty of reasons to celebrate,
We have started choosing candidates for our annual worst CEO list, and Evan Spiegel of Snap Inc. ( NYSE: SNAP) is the next candidate. An all-time winner will be selected later in the year. Before looking at the past year, it is worth remembering that Spiegel has been chief executive of Snap since 2011. Snap shares are down 84% in the past five years, 36% in the past year, and 27% year to date. His net worth, in the meantime, is approximately $2.5 billion.
Oracle Corporation ( NYSE: ORCL) spent two decades as a database giant before pivoting hard into cloud infrastructure. That shift accelerated dramatically after 2020, when hyperscale AI workloads became the company's defining growth engine. Oracle built modular data centers, signed partnerships with OpenAI and Meta, and positioned itself as the fastest, cheapest option for training large language models. The strategy worked. Cloud services now represent 77% of total revenue and grew 55% year-over-year in the most recent quarter.
On November 26, 2025, Pixelworks, Inc. held a Special Meeting of Shareholders to consider three proposals, including the sale of its subsidiary, Pixelworks Semiconductor Technology (Shanghai). The meeting was adjourned due to insufficient votes for Proposal 1, which required approval from 67% of outstanding shares. The meeting will reconvene on December 8, 2025, to allow more time for shareholders to vote. The Board and independent advisory groups support the proposal, which is seen as beneficial for the company and its stakeholders.
Priced at ₹109, the company's shares climbed as high as ₹161.99 before closing at ₹156.49, valuing the seven-year-old company at ₹448 billion (around $5 billion). That's well above its listing valuation of ₹315 billion (approximately $3.6 billion), and roughly 79% higher than its last private valuation of $2.8 billion in September 2024. The strong IPO highlights the remarkable growth arc of Physics Wallah, which started off as a YouTube channel run by founder Alakh Pandey in 2016.
On November 10, 2025, MediaAlpha, Inc. appointed Ramon Jones to its Board of Directors, filling a vacancy in Class I. Jones, formerly the Executive Vice President and Chief Marketing Officer of Nationwide Mutual Insurance Company, brings over 25 years of experience in the property and casualty insurance industry. His expertise in digital marketing and customer acquisition is expected to bolster MediaAlpha's market-leading position.
"We've sold about 350 vehicles with the AI agent since we introduced it," Carpenter said. "Our sales agents keep asking who Lily is, because Lily is the name of the online agent who sold the car. The main purpose is to move customers further along the buying journey - so when they do need to interact with our team, we can answer questions faster and make the process more satisfying."
