Today: 7 February 2026
Subscribe
Browse Category

Corporate Strategy News 8 January 2026 - 16 January 2026

Citigroup CEO Jane Fraser’s blunt memo puts Citi job cuts and AI overhaul back in focus

Citigroup CEO Jane Fraser’s blunt memo puts Citi job cuts and AI overhaul back in focus

New York, January 15, 2026, 20:02 EST Citigroup CEO Jane Fraser told employees the bank will be “judged on our results” and flagged that automation and AI — artificial intelligence software that automates tasks — will reshape jobs firmwide, according to an internal memo. Citi plans to cut roughly 1,000 jobs this week, part of a broader effort to slash up to 20,000 positions by the end of 2026 and achieve $2.5 billion in cost savings. (Business Insider) The update came shortly after Citi released its full-year 2025 results and flagged what investors should focus on next. In a filing,
16 January 2026
····
Goldman Sachs Q4 2025 earnings: $4.31B equities haul, Apple Card hit, dividend raised — where GS stands now

Goldman Sachs Q4 2025 earnings: $4.31B equities haul, Apple Card hit, dividend raised — where GS stands now

New York, January 15, 2026, 08:19 EST Goldman Sachs reported $4.31 billion in revenue from its equities trading desk in the fourth quarter, rounding out a year where trading and deal fees once again drove the bank’s performance. These results carry weight as major U.S. banks lean on this earnings run to shape their 2026 outlook, following a year marked by fluctuating risk appetite. Investors are eager to see if the rebound in deals holds up or if it’s merely late-cycle noise. Goldman continues to tweak its strategy. The firm is shifting more toward stable fee-generating segments like wealth and
15 January 2026
····
Coca-Cola stock inches up after Costa Coffee sale is shelved, leadership reshuffle detailed

Coca-Cola stock inches up after Costa Coffee sale is shelved, leadership reshuffle detailed

New York, January 14, 2026, 14:29 ET — Regular session Coca-Cola shares edged up 0.4% to $71.51 in afternoon trading Wednesday, following news of leadership changes and a report that the company has put its Costa Coffee sale plans on hold. The Costa decision is significant because it leaves a troubled asset on Coca-Cola’s balance sheet just as investors demand that major consumer companies streamline their portfolios and tighten capital discipline. According to the Financial Times, bids for Costa didn’t meet Coca-Cola’s expectations, leading the company to halt the sale process for the moment. (Financial Times) This comes amid a
14 January 2026
·····
Thermo Fisher Scientific stock rises on reshoring contract talk, Nvidia lab deal and exec shuffle

Thermo Fisher Scientific stock rises on reshoring contract talk, Nvidia lab deal and exec shuffle

New York, Jan 14, 2026, 12:49 ET — Regular session Shares of Thermo Fisher Scientific (NYSE: TMO) climbed 1.4% to $615.46 Wednesday after CEO Marc Casper announced that the company’s pharma services division secured contracts linked to “reshoring” — shifting drug manufacturing back from Europe and Asia to the U.S. Speaking at the J.P. Morgan Healthcare Conference, Casper highlighted “a very big focus on reshoring” and noted that a delayed proposed 100% tariff on imported medicines has already prompted customers to accelerate projects and reconsider pricing. Evercore ISI analyst Vijay Kumar described the outlook as “constructive.” Casper also referenced Thermo’s
14 January 2026
·····
Thermo Fisher stock falls as CEO flags new U.S. reshoring contracts, Nvidia tie-up in focus

Thermo Fisher stock falls as CEO flags new U.S. reshoring contracts, Nvidia tie-up in focus

NEW YORK, Jan 13, 2026, 19:41 ET — After-hours trading Thermo Fisher Scientific’s pharmaceutical services unit has secured contracts to assist clients shifting drug manufacturing from Europe or Asia back to the U.S., CEO Marc Casper revealed Tuesday. Shares slipped 1.4% to close at $607.08. Casper highlighted a strong push toward reshoring production and operations to the U.S., calling it a boost for 2027 and 2028 as a proposed 100% tariff on imported medicines looms. (Reuters) These remarks are significant as investors seek clearer demand signals from life-science suppliers following a volatile period in biotech and pharma spending. For Thermo
14 January 2026
······
BP PLC stock watch: cost-cut pledge, oil jump and buyback keep shares in play

BP PLC stock watch: cost-cut pledge, oil jump and buyback keep shares in play

LONDON, Jan 13, 2026, 08:28 GMT — Regular session BP shares (BP.L) inched up roughly 0.3% to 427.7 pence during early trade in London on Tuesday, finding footing following recent management comments on costs and strategy. (Investing.com) The stock has returned to focus as BP undergoes a leadership transition, with investors eager to understand what shifts, if any, lie ahead. Meanwhile, oil prices are moving independently, often overshadowing company-specific updates on any given day. Interim CEO Carol Howle told staff at a recent town hall that the company’s strategy and cost-cutting focus remain unchanged, according to two insiders. Howle stepped
13 January 2026
·····
Glencore stock faces takeover countdown as BHP pressure builds in Rio talks

Glencore stock faces takeover countdown as BHP pressure builds in Rio talks

London, Jan 12, 2026, 07:50 GMT — Premarket Shares in Glencore (GLEN.L) are poised to remain in the spotlight before Monday’s London open, following a Reuters report highlighting growing pressure on BHP to react to Rio Tinto’s takeover discussions. The story matters now because it pulls Glencore into a strict, rules-driven takeover window and prompts the market to weigh scenarios from “no deal” to a bidding war involving multiple parties. This kind of uncertainty can overshadow daily commodity fluctuations for weeks on end. Miners are chasing copper exposure, steering boards and investors back to big-ticket deals instead of slow, uncertain
12 January 2026
······
Disney stock on Monday watch: Iger’s China meeting, CES ad tools and a Jan. 15 dividend

Disney stock on Monday watch: Iger’s China meeting, CES ad tools and a Jan. 15 dividend

New York, Jan 11, 2026, 15:49 (ET) — Market closed. Shares of Walt Disney Co (DIS) climbed 1.5%, closing Friday at $115.88. Investors digested a Reuters report that CEO Bob Iger met with China’s Vice Premier Ding Xuexiang in Beijing. Ding urged Iger to boost Disney’s investment in China, where Iger said the company remains “full of confidence in China’s development” and plans to continue expanding its presence. Notably, China limits Hollywood imports to 10 films annually, with analysts estimating Hollywood movies make up roughly 5% of the country’s total box office revenue. (Reuters) Why it matters now: Disney depends
11 January 2026
·····
Shell buyback faces fresh questions after Q4 warning as post-oil plan takes shape

Shell buyback faces fresh questions after Q4 warning as post-oil plan takes shape

LONDON, Jan 11, 2026, 17:44 GMT Shell on Thursday flagged that weak oil trading would drag its chemicals and products division into a fourth-quarter loss, casting doubt on its $3.5 billion quarterly share buyback. RBC’s Biraj Borkhataria pinpointed the main issue: will management “hold the line” on buybacks? HSBC’s Kim Fustier expressed less confidence in that. UBS’s Josh Stone slashed his Q4 net income forecast by 14% to $3.6 billion, while Citi’s Alastair Syme trimmed his estimate 11% to $3.83 billion. Shell shares dropped 2.6%. (Reuters) The warning is crucial now since trading, refining, and chemicals have been the key
11 January 2026
·····
Exxon Mobil stock in focus as CEO calls Venezuela “uninvestable” while keeping return option alive

Exxon Mobil stock in focus as CEO calls Venezuela “uninvestable” while keeping return option alive

New York, January 10, 2026, 10:43 EST — Market closed Exxon Mobil Corp (XOM) shares ended Friday up 1.38% at $124.61. CEO Darren Woods said the company is ready to consider reentering Venezuela, but described the country as “uninvestable” given its current regulations. At the same White House meeting, Chevron’s Mark Nelson claimed the oil giant could double its “liftings”—crude cargo shipments—and boost production by roughly 50% within 18 to 24 months. The Venezuela factor is crucial now, hitting as Washington aims to revamp the country’s oil industry and possibly redirect more heavy crude to U.S. refineries. For oil stocks,
10 January 2026
·····
Haleon PLC stock slides on operating model shake-up as investors look to Feb. 25 results

Haleon PLC stock slides on operating model shake-up as investors look to Feb. 25 results

London, Jan 10, 2026, 09:43 GMT — Market closed Haleon shares closed down 1.18% at 367.50 pence on Friday after the consumer health group set out plans to revamp its operating model, redrawing regional lines and adding new senior roles. A filing showed the changes are due to be in place by mid-2026, even as London’s FTSE 100 logged a record close. (Vox Markets) The timing matters. Haleon is trying to push its “Win as One” strategy from last year from slides into day-to-day execution, and the market will look for proof in growth and productivity rather than another org
10 January 2026
······
City Developments stock climbs after JPMorgan lifts target, flags “strategic review”

City Developments stock climbs after JPMorgan lifts target, flags “strategic review”

SINGAPORE, Jan 8, 2026, 15:50 (SGT) — Regular session City Developments’ shares rose 1.7% to S$8.89 in afternoon trade on Thursday, hovering near the day’s high of S$8.95, after a bullish broker call kept focus on asset sales and potential payout upside. classic.shareinvestor.com The move matters now because property developers are back in play at the start of 2026, with investors hunting for balance-sheet repair and cash returns after a long stretch where higher rates punished the sector’s valuations. For City Developments, the near-term story is less about a new project launch and more about whether management can turn divestments
8 January 2026
·····
1 2 3 4 5 … 8

Stock Market Today

Lloyds share price steadies after buyback update and BoE rate jitters — what to watch next week

Lloyds share price steadies after buyback update and BoE rate jitters — what to watch next week

7 February 2026
Lloyds shares closed up 0.9% at 106.75 pence Friday after the bank announced fresh buybacks totaling 17 million shares over two days, all to be cancelled. The stock rebounded from a 5.6% drop Thursday as traders adjusted UK rate-cut bets. About 121 million Lloyds shares changed hands. Investors await the bank’s annual report on February 18 and the next Bank of England decision March 19.
Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

7 February 2026
Vodafone shares rose 1.47% to 110.60p Friday, recovering part of Thursday’s 4.68% drop after a Q3 update. Group revenue climbed 6.5% to €10.5 billion, but Germany’s 0.7% service revenue growth missed some forecasts. Vodafone launched a new €500 million buyback tranche, bringing total buybacks since May to €3.5 billion. Investors remain focused on Germany’s pace and cash flow execution.
NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

7 February 2026
NatWest shares closed up 1.45% at 659.4 pence Friday, buoyed by a buyback of 797,428 shares and a new digital mortgage deal with Rightmove. The Bank of England held rates at 3.75% but signaled possible cuts, with markets pricing in two reductions for 2026. NatWest plans to expand its Accelerator community to 50,000 members by 2026. Annual results are due Feb. 13.
Unilever share price holds at 5,250p as results week looms — what investors watch next

Unilever share price holds at 5,250p as results week looms — what investors watch next

7 February 2026
Unilever shares closed flat at 5,250p in London Friday, underperforming the FTSE 100’s 0.6% gain. The company issued 4.2 million new shares for employee plans, bringing total shares to over 2.18 billion. Investors await Q4 and full-year results on Feb. 12, with analyst consensus pointing to 3.9% Q4 sales growth. Unilever’s U.S. ADR rose 0.8% to $72.12.
Go toTop