Mattel's disappointing holiday sales, Ford's ongoing EV losses, and Lyft's mixed quarter highlight struggles, while Zillow, Spotify, Gilead Sciences, Robinhood, Marriott, Coca-Cola, Hasbro, Ferrari, Oscar Health, AstraZeneca, Kering, SMIC, Barclays, Monte Dei Paschi, and Philips report varied results, including profits and growth in some areas.

• Mattel Shares Drop 28% After Toy Maker’s Holiday Sales Sputter — Wall Street Journal -
• Zillow Swings to Fourth-Quarter Profit as Revenue Climbs — Wall Street Journal -
• AIG Logs Lower Profit as Net Investment Income Slides — Wall Street Journal -

• Lyft Shares Slide on Mixed Fourth Quarter — Wall Street Journal -
• Gilead Sciences Profit Rises on Growth of Liver Disease, HIV Products — Wall Street Journal -
• Robinhood Gets a Prediction-Market Lift, Despite Cooling Crypto Business — Wall Street Journal -
• Spotify Shares Jump on Strong Earnings, Subscriber Growth — Wall Street Journal -
• Coca-Cola Is Sticking With Its Pricing Plan, CEO Says — Wall Street Journal -
• Marriott Sees Earnings Growth Fueled by Higher Net Rooms, Credit-Card Fees — Wall Street Journal -
• Hasbro Says Higher Toy Prices Didn’t Dent Holiday Demand — Wall Street Journal -
• BP Suspends Share Buyback Amid Overhaul — Wall Street Journal -
• Ferrari Expects Revenue and Earnings to Rise This Year — Wall Street Journal -
• Harley-Davidson Loss Widens on Falling Motorcycle Sales — Wall Street Journal -
• Oscar Health Revenue Rises, Eyes Profitability This Year — Wall Street Journal -
• BP Suspends Share Buybacks as Profit Slumps — The New York Times Business -
• AstraZeneca Reiterates $80 Billion Revenue Goal for 2030 — Wall Street Journal -
• DuPont de Nemours Posts Flat Sales Amid Weak Construction Market — Wall Street Journal -
• Kering Shares Surge on Hopes for a Sustained Rebound for Gucci — Wall Street Journal -
• SMIC Earnings Top Expectations on Strong Chip Demand, but Outlook Cautious — Wall Street Journal -
• Barclays Sets New Midterm Targets Alongside Profit Beat — Wall Street Journal -
• Coca-Cola HBC Shares Rise on Higher Profit, Revenue — Wall Street Journal -
• Monte Dei Paschi Net Profit Surges After Mediobanca Takeover — Wall Street Journal -
• Philips Proposes Extension of CEO’s Tenure After Guiding For Higher Profitability — Wall Street Journal -

Ford's significant EV losses, continuing for three more years, and Honda's EV impairments underline the difficulties in the electric vehicle market, alongside Tesla's legal issues with a German union and a strategic pivot from EV batteries to storage in manufacturing.

• Ford EV woes continue to plague company despite writedown — Financial Times -
• Ford Says Electric Vehicle Losses Will Continue for Three More Years — The New York Times Business -
• Auto & Transport Roundup: Market Talk — Wall Street Journal -

• Ford Discloses Additional $900 Million Tariff Hit — Wall Street Journal -
• Tesla files criminal complaint against German union representative — Financial Times -
• Top Tesla Executive Leaves Carmaker — Wall Street Journal -
• Honda’s Car Business Suffers Loss as EV Impairments Mount — Wall Street Journal -
• Hyundai ‘ready to fight’ Chinese rivals in Europe — Financial Times -
• Manufacturers pivot from EV batteries to storage as AI boom drives demand — Financial Times -

China's dangerous air maneuvers near Taiwan, Trump's threats to block a Canadian border bridge, and Russia's soaring shell production indicate rising international tensions, while Japan's election results and UK migration reforms point to significant national policy shifts.

• FirstFT: China steps up dangerous air manoeuvres near Taiwan — Financial Times -
• What Takaichi's win means for global markets — Financial Times -
• Starmer too ‘weak’ to sack Streeting, prime minister’s allies admit — Financial Times -

• What Is the Gordie Howe Bridge? And Why Is Trump Threatening to Keep It Shut? — Wall Street Journal -
• Starmer strips whip from former senior aide over links to sex offender — Financial Times -
• Trump threatens to block opening of new border bridge with Canada — Financial Times -
• Ahead of Jobs Report, White House Seeks to Downplay Any Slowdown — The New York Times Business -
• Russia’s shell output soars as it prepares for ‘next war’, warns Estonia — Financial Times -
• Non-working partners risk limbo with UK migration reforms, analysis finds — Financial Times -
• Trump plans to spare Amazon, Google and Microsoft from next wave of chip tariffs — Financial Times -
• The Bosnian Serb with ‘high expectations’ of Trump — Financial Times -
• Why Maga loathes London — Financial Times -
• Indonesia prepares to deploy thousands of troops to Gaza — Financial Times -
• Pricing the known unknowns from Japan’s election landslide — Financial Times -
• Starmer’s route to recovery — Financial Times -
• Bangladesh secures tariff-free rate on some clothes sales to US — Financial Times -
• EU-US tensions over Greenland and tech are far from over, says Macron — Financial Times -
• Fix the EU economy with ‘protection, not protectionism’, says Macron — Financial Times -
• Can Sanae Takaichi change Japan’s constitution? — Financial Times -
• Russian army casualties in Ukraine surge — Financial Times -
• China steps up dangerous air encounters near Taiwan — Financial Times -
• Did India get a good deal? — Financial Times -
• A Reprieve for Veterans Applying for V.A. Mortgages — The New York Times Business -
• Rising share of UK public in favour of tax and spending cuts — Financial Times -

Howard Lutnick's visit to Epstein's island, Epstein's efforts to cultivate ties with Russian officials, and revelations about hidden video cameras continue to emerge, leading to pressure on individuals like Lutnick to resign and businesses like DP World facing scrutiny over associated figures.

• Canadian pension giant halts deals with DP World over chief’s Epstein ties — Financial Times -
• Howard Lutnick says he visited Jeffrey Epstein’s island in 2012 — Financial Times -
• Epstein Files Reveal Efforts to Build Ties With Russian Officials, Including Putin — The New York Times Business -

• Epstein Directed Aide to Obtain Hidden Video Cameras — The New York Times Business -
• Lutnick, Wasserman and Others Caught Up in Epstein Files — The New York Times Business -
• FirstFT: Howard Lutnick under pressure to resign — Financial Times -
• No, Jeffrey Epstein didn’t trigger the 2008 subprime meltdown — Financial Times -
• Chappell Roan Leaves Wasserman Agency in Epstein Fallout — Wall Street Journal -

US brokerage shares sliding due to a new AI tool and flat US retail sales in December suggest market volatility and a fragile consumer economy, though emerging economies are shining, and UK retail sales showed growth in January.

• US brokerage shares slide in latest sell-off driven by new AI tool — Financial Times -
• Emerging economies shine despite US volatility — Financial Times -
• Goldman Sachs CEO says Trump’s populist policies should aid growth — Financial Times -

• Wall Street’s anything-but-tech trade shakes up US stock market — Financial Times -
• U.S. Retail Sales Unexpectedly Flat in December — Wall Street Journal -
• U.S. Small-Business Confidence Slipped in January — Wall Street Journal -
• FTSE Russell adds to doubts over Indonesian stocks — Financial Times -
• Carlyle’s flagship buyout funds gain after flurry of portfolio IPOs — Financial Times -
• Investors sour on listed credit funds over AI hit to software sector — Financial Times -
• How Santander took a $12bn gamble on cracking the US — Financial Times -
• What fast food’s downturn says about the US economy — Financial Times -
• Premature access to Reeves’ fiscal statements more extensive than thought, review says — Financial Times -
• UK shoppers held out for January sales, data shows — Financial Times -

Saks and Eddie Bauer facing store closures and bankruptcy reflect ongoing challenges in traditional retail, while luxury grocery stores are booming, and Target is undergoing layoffs as companies adapt to shifting consumer preferences and market dynamics.

• Saks to Close Nine Department Stores in Initial Bankruptcy Review — Wall Street Journal -
• Operator of Eddie Bauer Stores Files for Bankruptcy — The New York Times Business -
• The Booming Business of Luxury Grocery Stores — Wall Street Journal -

• Target to Lay Off 500 Workers as New CEO Shakes Up Leadership Team — Wall Street Journal -
• Red Lobster CEO Says Seafood Chain Needs to Get Smaller — Wall Street Journal -
• Chinese luxury group Icicle plots IPO as non-western labels shine — Financial Times -
• He Vowed to Revive RadioShack and Pier 1. Investors Say They Were Swindled. — Wall Street Journal -

Elon Musk's lunar project potentially benefiting from AI and German military drone contracts awarded to AI-backed startups underscore AI's growing influence, while the UK watchdog avoids EU-style rules for Apple and Google, indicating a cautious regulatory approach to Big Tech.

• Opinion | Elon Musk Lands on the Moon — Wall Street Journal -
• Tech, Media & Telecom Roundup: Market Talk — Wall Street Journal -
• Daniel Ek and Peter Thiel-backed start-ups win German military drone contracts — Financial Times -

• UK watchdog stops short of imposing EU-style rules on Apple and Google — Financial Times -
• Is this the way the world ends? — Financial Times -
• Alphabet lines up 100-year sterling bond sale — Financial Times -

The FDA's refusal to review Moderna's flu vaccine comes amid criticism from Health Secretary Robert F. Kennedy Jr., while Gilead Sciences reports profit growth and Novo Nordisk takes legal action against copycat weight-loss drugs.

• F.D.A. Refuses to Review Moderna Flu Vaccine — The New York Times Business -
• Health Care Roundup: Market Talk — Wall Street Journal -
• Novo Nordisk hits back at copycat drugs — Financial Times -

Centrica warns of higher UK electricity costs by 2030, and BP suspends share buybacks to focus on new oil and gas opportunities, signaling challenges and strategic shifts in energy investment as the UK boosts solar power capacity.

• Energy & Utilities Roundup: Market Talk — Wall Street Journal -
• UK electricity will cost more in 2030 than after invasion of Ukraine, warns Centrica — Financial Times -
• UK awards subsidy contracts for record amount of solar power — Financial Times -

• U.S. Frackers Explore New Frontier: Shale Abroad — Wall Street Journal -
• EU must reform ‘obsolete’ emissions trading system, warns BASF boss — Financial Times -

Paramount sweetens its takeover offer for Warner Bros Discovery with additional payments, indicating ongoing consolidation efforts in the media industry, alongside leadership transitions at Vogue and strong subscriber growth for Spotify.

• Paramount Sweetens Warner Offer — Wall Street Journal -
• Paramount creeps towards the inevitable: more cash for Warner Bros — Financial Times -
• Watch: A Conversation With Anna Wintour and Her U.S. Vogue Successor, Chloe Malle — The New York Times Business -

• Paramount sweetens takeover offer for Warner Bros Discovery — Financial Times -

The NLRB dismissing a case against SpaceX and Tesla filing a criminal complaint against a German union representative highlight significant labor disputes, while Standard Chartered's CFO exits for Apollo and the Pentagon reviews defense contractors' performance, showcasing executive and oversight changes.

• NLRB Dismisses Case Brought by Fired SpaceX Employees — The New York Times Business -
• Standard Chartered Names Interim CFO as De Giorgi Exits to Join Apollo — Wall Street Journal -
• British American Tobacco Keeps Luc Jobin as Chair — Wall Street Journal -

• BT replaces Openreach boss in latest top-level reshuffle — Financial Times -
• Standard Chartered finance chief leaves for Apollo — Financial Times -
• Pentagon Warns Major Defense Contractors It Is Reviewing Their Performance — Wall Street Journal -
• Elon Musk’s Go-To Banker Is Back in Action for the SpaceX IPO — Wall Street Journal -

The Nancy Guthrie investigation continues with new footage, Uncle Nearest faces a grim financial picture amidst a whiskey world reeling, and diverse topics from space race challenges to school holiday timing reflect a varied landscape of social and business concerns.

• Images of Masked Person Released in Nancy Guthrie Investigation — Wall Street Journal -
• The Whiskey World Is Reeling, but Uncle Nearest Has Bigger Troubles — The New York Times Business -
• McKinsey hands over control of controversial in-house asset manager — Financial Times -

• Will Washington’s $12bn Project Vault launch a minerals hoarding race? — Financial Times -
• Nikkei Group names Tsuyoshi Hasebe as chair — Financial Times -
• Blackstone Founder Steve Schwarzman Aims to Build a Top 10 Private Foundation — Wall Street Journal -
• Bice, the Milanese fashion canteen turning 100 — Financial Times -
• Korean Travel App Aims for 2027 IPO as Tourists Flock to Seoul for Skin Care, K-Pop — Wall Street Journal -
• Timing of England’s school holidays is ‘pretty bizarre’, says Ofsted head — Financial Times -
• Britain is falling behind in the European space race — Financial Times -
• ‘Where are the police?’: Israel’s Arab towns gripped by mafia violence — Financial Times -
• Where to go on dates in New York City — Financial Times -
• ‘An Hour of Desperation’: Savannah Guthrie Begs for Help Finding Her Mother — Wall Street Journal -