Earnings Digest: Feb 5, 2026 4:12 PM EST

Highlights:

• Keep It or Cash Out? A Succession Crisis Hits Some of the World's Biggest Farms - Australian family farm businesses are struggling with succession planning as agriculture scales up to remain competitive. Source

• Moelis, Evercore Pay Costs Rise at Least 23% in Talent Battle - Investment banks including Moelis and Evercore increased employee compensation costs by at least 23% last year amid competitive recruiting and a dealmaking boom. Source

• Cheaper, Generic Weight-Loss Drugs Are Coming - Novo Nordisk's patents on Ozempic are beginning to expire, potentially reshaping the global weight-loss drug market. Source

• ConocoPhillips Wants Venezuelan Payback Before Drilling for Oil - ConocoPhillips CEO prioritizes recovering billions owed from Venezuela's oil project nationalizations nearly two decades ago over new drilling operations. Source

• Danone Recalls 120 Batches of Infant Formula in Austria, Germany - Danone recalled over 120 batches of infant formula in Austria due to possible cereulide toxin contamination, marking its largest callback amid ongoing European formula industry crisis. Source

• Boeing, Airbus in Talks With Saudi Arabia for Historic Jet Order - Saudi Arabia's flagship carrier is in early discussions with Boeing and Airbus for potentially its largest aircraft purchase as the kingdom invests billions in becoming a travel hub. Source

• Saudis Cut Key Oil Price for Asian Buyers in Sign of Surplus - Saudi Arabia reduced its main oil grade price for Asian buyers to multi-year lows, indicating global oil supplies are exceeding demand. Source

• Bayer's Experimental Drug Reduces Stroke Risk by 26% in Study - Bayer's experimental drug demonstrated a 26% reduction in secondary stroke risk in late-stage trials, potentially driving growth as the company faces generic competition. Source