Brookfield Renewable pays a quarterly distribution of $0.392 per unit, annualizing to roughly $1.57. With the stock trading around $39.36, that puts the yield in the neighborhood of 4%, and the company just announced a 5% distribution increase. The next payment hits March 31, 2026.
Philip Morris had a strong 2025. Full-year revenue hit $40.6 billion, with the smoke-free segment accounting for close to $17 billion of that total. IQOS continues to dominate its category, holding roughly 76% of global heated tobacco unit volume share. ZYN shipped 794 million cans in the U.S. alone for the full year, growing 37%.
Micron's fiscal Q1 2026 results, reported December 17, 2025, were exceptional. Revenue came in at $13.64 billion, beating estimates by 5.91% and growing 56.65% year over year. Non-GAAP EPS of $4.78 exceeded the $3.9397 estimate by 21.33%. GAAP gross margin expanded from 38.4% a year ago to 56.0%, and free cash flow hit a company record of $3.91 billion.
Data Center revenue reached $62.3 billion in Q4, up 75% year-over-year, and now represents approximately 91.5% of total revenue. Within that segment, networking revenue hit roughly $11 billion, up more than 3.5x year-over-year, driven by NVLink, Spectrum-X Ethernet, and InfiniBand demand tied to next-generation AI systems.