AI stocks report strong gains, GE Aerospace boosts market confidence, major airlines report mixed results, and Paul Pelosi's investment raises ethical questions.
Sectors & Industries
Table of Contents
VIGL reported positive Phase 1 results for their Alzheimer’s trial, resulting in a one-day return of over 15%. ARWR surged 9% after announcing its addition to the S&P Small Cap 600. DNOW rose over 8% after unveiling a $160M stock buyback. NBBK climbed over 4% following a buyback announcement. WPRT surged 7.5% after appointing a new CEO.
GE Aerospace reported Q4 earnings that exceeded expectations, driven by 14.3% revenue growth to $10.81 billion and a 103% increase in adjusted EPS to $1.32. Strong demand in commercial engines boosted orders by 46%, while defense revenue grew 4.4%. The company announced a 30% dividend hike, a $7 billion stock buyback plan for 2025, and a promising 2025 outlook with projected double-digit revenue and EPS growth. Free cash flow is expected to reach $6.3–$6.8 billion. Shares surged 6.6%, reaching their highest level since 2007, signaling strong investor confidence in the company’s strategic momentum.
United Airlines reported a strong Q4, with adjusted EPS of $3.26 beating expectations of $3.00 and revenue rising 8% year-over-year to $14.7 billion. Growth was fueled by premium and international travel demand, with Q1 2025 EPS guidance of $0.75–$1.25 surpassing the $0.54 consensus. United also forecast full-year EPS of $11.50–$13.50, driven by robust loyalty programs and operational improvements, sending its stock up 180% over the past year.
In contrast, American Airlines delivered better-than-expected Q4 adjusted EPS of $0.86 and $13.66 billion in revenue but issued a disappointing Q1 2025 outlook, forecasting an adjusted loss of $0.20–$0.40 per share. Rising costs, lower capacity, and labor agreements weighed on the airline, overshadowing 4.6% revenue growth. Shares dropped nearly 9% as investors reacted to the weaker forecast despite trans-Pacific travel gains and loyalty program growth.
Paul Pelosi, husband of former House Speaker Nancy Pelosi, recently acquired $100,000 in Tempus AI (TEM) call options. This Chicago-based healthcare AI company, specializing in molecular and clinical data analysis, has seen its stock surge 60% since its IPO, climbing from $32 to $50.50. After reports of the trade this week, the stock surged over 45%.
The investment has drawn scrutiny given Pelosi's significant returns on past trades and the ongoing debate over lawmakers' financial dealings. Critics argue this underscores the need for stricter regulations on congressional stock trading to address potential conflicts of interest. A bipartisan bill to end trading of stocks by Congress was introduced two weeks ago. It will be interesting to see if it gets to the floor for a vote and who votes against it.
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