Q4 Earnings: Tech-Infra and Biotech Pivot as Retail Faces Margin Pressure
The Q4 2025 earnings cycle reveals a stark divergence between high-growth infrastructure bets and established retail and energy players navigating macroeconomic headwinds. While nuclear energy and biotech firms are securing massive capital for long-term deployments, consumer-facing giants like lululemon are grappling with regional stagnation and tariff-driven margin compression.