Schlumberger (SLB) is divesting parts of ChampionX to address UK regulatory concerns regarding their $7.8 billion merger, expecting the deal to close in Q2 or early Q3 2025 [4], [9]. While the company's stock has declined recently, underperforming the S&P 500 [2], it is considered undervalued compared to peers [2], [5]. Despite downward revisions to earnings estimates [2], SLB consistently beats expectations [3] and is projected to grow revenue in the current and next fiscal years [2], [5]. The company continues to invest in geothermal energy [1] and secured a significant drilling contract with Woodside Energy [7], showcasing its technological leadership. Upcoming Q1 2025 earnings will be released on April 25th [6].

AbbVie received European Commission approval for Rinvoq to treat giant cell arteritis, expanding its market reach and strengthening its immunology portfolio [2], [5], [9]. Despite this positive news and being highlighted as a strong dividend stock [6], ClearBridge Growth Strategy sold its AbbVie holdings due to concerns about slowing growth post-Humira exclusivity loss [1]. AbbVie updated its full-year adjusted earnings guidance to $11.99-$12.19 per share, anticipating a $248 million charge for acquired R&D [11]. While recent stock performance has declined [3], future earnings and revenue projections remain positive [3], and a temporary reprieve from potential pharmaceutical import tariffs offers some relief [8]. An executive's planned sale of $12.4 million in stock adds some uncertainty [13].

Microsoft achieved a $13 billion annual revenue run rate from AI, a 175% year-over-year increase, and plans an $80 billion investment in AI-enabled data centers [8]. While analysts predict a 32% upside for MSFT driven by Azure and Microsoft 365 growth, and Point72 Asset Management holds a significant stake in the company [5], KeyBanc downgraded Microsoft to Sector Weight due to concerns about AI investment returns, software demand, and depreciation expenses [6], [7]. Despite Microsoft's AI leadership and strong Q2 2025 Azure AI revenue growth of 157% year-over-year, KeyBanc's downgrade raises concerns about near-term prospects [5], [7]. Executive Vice President Amy Coleman owns substantial Microsoft stock, including future vesting shares [12]. Older news includes employee stock purchase plan activity [11] and director Emma Walmsley’s stock transactions [13], but these are less relevant to current market dynamics.

Tapestry, Inc. (TPR) demonstrates strong value metrics with a P/E of 12.9X and P/S of 1.9X, earning a "Buy" rating from Zacks with a positive earnings outlook [1]. While Q4 2025 earnings exceeded expectations at $2.20 billion in revenue, the stock price saw a surprising decline [7]. The company shows strength in operational efficiency, strategic initiatives, and international growth, particularly in China [10], but faces potential headwinds from US-China trade tensions and anti-American sentiment [4], [5]. The divestment of Stuart Weitzman allows for focus on core brands [10], and the company is highlighted as a reliable dividend growth stock [8]. The CEO's sale of a significant amount of stock raises some questions despite continued beneficial ownership [11].