COGNICURRENT

PZU, Poland's largest insurer, reported record revenues and profits for the year 2025, showcasing a strong financial performance despite a quieter fourth quarter.

NVIDIA has reported record profits for the quarter ending in January 2026, fueled by soaring demand for AI-related semiconductors, while dismissing the notion of an AI bubble.

Nvidia reported record-breaking results in its last fiscal quarter, with revenues of $68 billion and profits nearing $43 billion.

Nvidia reports a record revenue of $215.9 billion for the previous fiscal year, driven by a 73% increase in Q4 earnings fueled by the growing demand for AI technologies.

Spain's top bankers have seen salary increases due to record profits from major banks, driven by a rise in interest rates.

Korean securities firms reported a record profit of approximately 9 trillion won last year, benefiting from a surge in daily trading volumes and increased overseas stock trading commissions.

Banco Santander is strengthening its presence in the US by acquiring Webster Financial and maintaining shareholder remuneration, following a period of record profits and improved stock performance.

In 2025, despite falling interest rates, Polish banks reported record profits due to increased lending and operational efficiencies.

Pekao Bank reported its highest net profit in history for 2025, amounting to 7.015 billion PLN, prompting discussions on potential dividend decisions by the bank's management.

Naturgy reports record profits exceeding 2 billion euros and announces a major reshuffle in its Board and leadership ahead of schedule.

In 2025, S-Group achieved a record turnover and profits while distributing unprecedented financial benefits to its customer owners.

The banking sector is experiencing significant profitability but is facing rising investor expectations for cost savings and increased lending.

The podcast covers the growth of AI in Poland, the appeal from the European industry for urgent changes to counter deindustrialization, and discusses the record profits of banks.

Banca Generali reports record profits for 2025, with a net consolidated profit of €445.8 million, marking the highest level in the bank's history.

Polish banks reported a net profit of nearly 48.7 billion PLN for the year 2025, exceeding initial forecasts significantly.

BNP Paribas Bank Polska reported record profits for 2025, leading to a significant rise in its stock price.

mBank CEO Cezary Kocik announced record profits and a strong growth strategy at the bank's 2025 results presentation.

Unicredit reports record profits of 10.6 billion euros for 2025, driven by investment activities and significant dividend growth under CEO Andrea Orcel.

Major tech companies like Microsoft, Alphabet, Meta, and Amazon are reporting record profits, but falling stock values indicate a potential risk of an AI bubble due to soaring investments without sufficient returns.

The article discusses the contrasting situation where major U.S. tech companies, known as the 'Magnificent Seven', report record profits while their stock prices sharply decline, raising questions about the underlying reasons.

The major Spanish banks reported a combined net profit of 34 billion euros for 2025, marking a 7.0% increase from the previous year's profits of 31.7 billion euros.

Major US tech companies are significantly increasing their investments in AI, with Google's investment projected to double by 2026, while also reporting record revenues and profits, although some are considering job reductions.

Google's parent company Alphabet reported a record net profit of $132.17 billion for 2025 but saw its stock drop after announcing significant investments in AI.

BBVA reported a profit of 10.511 billion euros for 2025, marking a 4.5% increase from the previous year, largely attributed to growth in its recurring income.

Itaú Unibanco achieved a net profit of R$ 46.8 billion in 2025, marking a 13.1% increase from the previous year and setting a new record for Brazilian banks in inflation-adjusted terms.

The article discusses the ownership changes at Santander Bank Polska, the rebranding process, record profits in 2025, and forecasts for shareholder dividends.

Banco Santander's shares fell 3.5% following its acquisition of Webster, the announcement of a 5 billion share buyback program, and record profits in 2025.

Despite record profits, Novo Nordisk's stock plummets by 18% following disappointing forecasts for declining revenue and profits in 2026, impacting the Danish C25 index significantly.

Banca Mediolanum reports record profits for 2025, leading to increased remuneration for employees and shareholders.

Latam Group reported record net profits of $1.462 billion in 2025, a 49.4% increase from 2024, signaling a strong financial performance and promising growth for 2026.

Workers are anticipating potential wage increases in 2026, particularly public employees who are guaranteed a 1.5% raise this year and 11% cumulative until 2028, while many others await responses on their own wage discussions.

Gold and silver prices fell on Thursday as traders took profits following three consecutive record gains, while a less aggressive tone from President Donald Trump regarding Iran reduced demand for precious metals.

The memory crisis is escalating as corporations like Samsung forecast record profits from soaring memory chip prices, putting pressure on manufacturers of laptops, smartphones, and AI data centers, which will soon affect consumers as well.

Two members of the Generali board have sold shares of the group at approximately 36 euros per share, as revealed in a BNP Paribas report.

The stock market in 2026 is expected to be less about surprises and more about significant decisions, with a shift in focus towards major trends like artificial intelligence following record profits in 2025.