AI stocks generally rose last week as the VanEck Semiconductor ETF rose 1.8%. The sector continues to have a broad divergence as software stocks struggle in 2026 and certain segments of semiconductors like memory and networking see strong gains. Let’s dive into some of the biggest news across the past week with some notable winners ... AppLovin Surges 11% While Tempus AI and Micron Also Outpace Mo...
AI stocks generally rose last week as the VanEck Semiconductor ETF rose 1.8%. The sector continues to have a broad divergence as software stocks struggle in 2026 and certain segments of semiconductors like memory and networking see strong gains. Let’s dive into some of the biggest news across the past week with some notable winners ... AppLovin Surges 11% While Tempus AI and Micron Also Outpace Most AI Stocks
David Dee Delgado Similar to the trends during the last few weeks, Cathie Wood’s ARK exchange-traded funds continued to step up bets on AI and biotech names. Following last week's moves, the fund chopped holdings in enterprise software, online services, and semiconductor equipment, its latest trade data showed. Among the bets that saw repeated buying over the last few weeks are Advanced Micro Devi...
David Dee Delgado Similar to the trends during the last few weeks, Cathie Wood’s ARK exchange-traded funds continued to step up bets on AI and biotech names. Following last week's moves, the fund chopped holdings in enterprise software, online services, and semiconductor equipment, its latest trade data showed. Among the bets that saw repeated buying over the last few weeks are Advanced Micro Devices ( AMD ), CRISPR Therapeutics ( CRSP ), Recursion Pharmaceuticals ( RXRX ), and CoreWeave ( CRWV ) among others. While the companies in which Ark reduced exposure over the last few weeks are Teradyne ( TER ), Twist Bioscience ( TWST ), PagerDuty ( PD ), and Pinterest ( PINS ) among others. Additions last week include over 30K shares of Advanced Micro Devices ( AMD ) in the semiconductors space in ARK Innovation ETF ( ARKK ), ARK Autonomous Technology & Robotics ETF ( ARKQ ) and ARK Space Exploration & Innovation ETF ( ARKX ) together, worth around $6M. The same funds added 24K shares of Broadcom ( AVGO ). ARKG and ARKK bought a combined 170K shares of gene-editing biotech company CRISPR Therapeutics AG ( CRSP ). ARKG ( ARKG ) also bought more than 781K shares of Compass Pathways ( CMPS ), a biotechnology company developing psychedelic-based medicines for mental health disorders. ARKF ( ARKF ) additionally bought 14k shares of Tharimmune (THAR), a healthcare immunology firm. Over 41K shares of Coinbase ( COIN ) were bought, continuing from last week's trend, where Ark reversed the selling in stock seen during the start of February. Reductions last week include ARKK ( ARKK ), ARKQ ( ARKQ ) and ARKX ( ARKX ) selling around 55K shares of Teradyne ( TER ). The portfolio manager also dropped more than 1M shares of DraftKings ( DKNG ),222K shares of Pinterest ( PINS ) and ~16K shares of Airbnb ( ABNB ). The fund sold 169K shares of Twist Bioscience ( TWST ) and trimmed ~35K shares of Veeva Systems ( VEEV ). The fund sold over 12K shares of Kaspi.kz AO ( KSPI ) and 49K shares of...
David Dee Delgado Similar to the trends during the last few weeks, Cathie Wood’s ARK exchange-traded funds continued to step up bets on AI and biotech names. Following last week's moves, the fund chopped holdings in enterprise software, online services, and semiconductor equipment, its latest trade data showed. Among the bets that saw repeated buying over the last few weeks are Advanced Micro Devi...
David Dee Delgado Similar to the trends during the last few weeks, Cathie Wood’s ARK exchange-traded funds continued to step up bets on AI and biotech names. Following last week's moves, the fund chopped holdings in enterprise software, online services, and semiconductor equipment, its latest trade data showed. Among the bets that saw repeated buying over the last few weeks are Advanced Micro Devices ( AMD ), CRISPR Therapeutics ( CRSP ), Recursion Pharmaceuticals ( RXRX ), and CoreWeave ( CRWV ) among others. While the companies in which Ark reduced exposure over the last few weeks are Teradyne ( TER ), Twist Bioscience ( TWST ), PagerDuty ( PD ), and Pinterest ( PINS ) among others. Additions last week include over 30K shares of Advanced Micro Devices ( AMD ) in the semiconductors space in ARK Innovation ETF ( ARKK ), ARK Autonomous Technology & Robotics ETF ( ARKQ ) and ARK Space Exploration & Innovation ETF ( ARKX ) together, worth around $6M. The same funds added 24K shares of Broadcom ( AVGO ). ARKG and ARKK bought a combined 170K shares of gene-editing biotech company CRISPR Therapeutics AG ( CRSP ). ARKG ( ARKG ) also bought more than 781K shares of Compass Pathways ( CMPS ), a biotechnology company developing psychedelic-based medicines for mental health disorders. ARKF ( ARKF ) additionally bought 14k shares of Tharimmune (THAR), a healthcare immunology firm. Over 41K shares of Coinbase ( COIN ) were bought, continuing from last week's trend, where Ark reversed the selling in stock seen during the start of February. Reductions last week include ARKK ( ARKK ), ARKQ ( ARKQ ) and ARKX ( ARKX ) selling around 55K shares of Teradyne ( TER ). The portfolio manager also dropped more than 1M shares of DraftKings ( DKNG ),222K shares of Pinterest ( PINS ) and ~16K shares of Airbnb ( ABNB ). The fund sold 169K shares of Twist Bioscience ( TWST ) and trimmed ~35K shares of Veeva Systems ( VEEV ). The fund sold over 12K shares of Kaspi.kz AO ( KSPI ) and 49K shares of...
South Plains Financial ( SPFI ) said on Monday it has approved a new stock repurchase program authorizing the buyback of up to $10M of the company’s outstanding common shares. The repurchase program will expire on Feb. 23, 2027, unless extended or terminated earlier by the board or once the $10 million authorization is fully utilized. More on South Plains Financial South Plains Financial: A Solid ...
South Plains Financial ( SPFI ) said on Monday it has approved a new stock repurchase program authorizing the buyback of up to $10M of the company’s outstanding common shares. The repurchase program will expire on Feb. 23, 2027, unless extended or terminated earlier by the board or once the $10 million authorization is fully utilized. More on South Plains Financial South Plains Financial: A Solid Bank At A Fair Valuation (Upgrade) South Plains Financial, Inc. 2025 Q4 - Results - Earnings Call Presentation South Plains Financial, Inc. (SPFI) Q4 2025 Earnings Call Transcript South Plains Financial targets mid- to high single-digit loan growth for 2026 while advancing Houston market expansion South Plains Financial to buy BOH Holdings in $105.9M all-stock deal
Parliament’s pension fund has come under fire for investing in Chinese technology giants while excluding defence companies that provide Britain’s nuclear deterrent.
Parliament’s pension fund has come under fire for investing in Chinese technology giants while excluding defence companies that provide Britain’s nuclear deterrent.
Big tech companies say they plan to spend over $700 billion on capital expenditures this year, most of which will go toward building and outfitting data centers for artificial intelligence (AI) training and inference. A huge portion of that spending will go toward buying GPUs and custom AI accelerator chips, and many of the biggest semiconductor stocks have seen a boost from the hyperscalers' spen...
Big tech companies say they plan to spend over $700 billion on capital expenditures this year, most of which will go toward building and outfitting data centers for artificial intelligence (AI) training and inference. A huge portion of that spending will go toward buying GPUs and custom AI accelerator chips, and many of the biggest semiconductor stocks have seen a boost from the hyperscalers' spending plans. But a lot more goes into a data center than chips. Another key component is networking equipment. The area may be somewhat overlooked amid the hype around chip stocks, and one of the leading companies in the space, Arista Networks (NYSE: ANET) , has traded sideways over the last six months. Investors can currently pick up shares for less than $150 each, and it looks like a no-brainer buy right now. Image source: Getty Images. Continue reading
Verisk Analytics ( VRSK ) has entered into accelerated share repurchase (ASR) deal with HSBC Bank USA, National Association, and Wells Fargo Bank, National Association to repurchase an aggregate of $1.5B of the company’s common stock. The ASR counterparties are expected to make an aggregate initial delivery of ~7M shares to the company at the inception of agreements. After giving effect to the agr...
Verisk Analytics ( VRSK ) has entered into accelerated share repurchase (ASR) deal with HSBC Bank USA, National Association, and Wells Fargo Bank, National Association to repurchase an aggregate of $1.5B of the company’s common stock. The ASR counterparties are expected to make an aggregate initial delivery of ~7M shares to the company at the inception of agreements. After giving effect to the agreements, around $1B will remain available for share repurchases under the company’s previously announced authorized share repurchase program. Source: Press Release More on Verisk Verisk Analytics, Inc. (VRSK) Q4 2025 Earnings Call Transcript Verisk Analytics, Inc. 2025 Q4 - Results - Earnings Call Presentation Verisk Analytics: A Durability-Driven Earnings Franchise, Mispriced As A Growth Concern. Verisk signals $3.19B–$3.24B 2026 revenue target and launches $1.5B accelerated share repurchase following portfolio actions Verisk beats top-line and bottom-line estimates; initiates FY26 outlook
Lululemon athletica ( LULU ) will soon open a new store in Warsaw Poland, marking the company’s 100 th location within Europe, the Middle East and Africa (EMEA) and a “significant milestone in the brand’s international expansion journey.” The new location—the first in Poland—follows the company’s announcement last year to expand its international footprint in 2026 with six new markets with opening...
Lululemon athletica ( LULU ) will soon open a new store in Warsaw Poland, marking the company’s 100 th location within Europe, the Middle East and Africa (EMEA) and a “significant milestone in the brand’s international expansion journey.” The new location—the first in Poland—follows the company’s announcement last year to expand its international footprint in 2026 with six new markets with openings planned for Hungary, Romania, Greece, India, and Austria. With a presence in more than 30 markets globally, lululemon continues to strengthen its network across North America, EMEA, Asia Pacific, and mainland China. More on Lululemon lululemon: Historically Undervalued, But Leadership Uncertainty Demands Patience lululemon: Beware Of Turnaround Investing In Retail lululemon athletica: The Market Is Discounting A 2026 Recovery Too Early After the Supreme Court's tariff ruling, here's what could be next for stocks Lululemons? Company hit with new complaints over quality of yoga pants
More on Dominion Energy Dominion Energy: Coastal Wind Moving Forward With A Strong Portfolio Dominion Energy: The Coastal Offshore Wind Speed Bump Earnings week ahead: NVDA, CRM, HD, BIDU, LOW, DELL, SNOW, AMC, ZM, and more Trump administration to appeal court losses on offshore wind rulings Seeking Alpha’s Quant Rating on Dominion Energy
More on Dominion Energy Dominion Energy: Coastal Wind Moving Forward With A Strong Portfolio Dominion Energy: The Coastal Offshore Wind Speed Bump Earnings week ahead: NVDA, CRM, HD, BIDU, LOW, DELL, SNOW, AMC, ZM, and more Trump administration to appeal court losses on offshore wind rulings Seeking Alpha’s Quant Rating on Dominion Energy
Obama's 'Gift' Sticks Taxpayers With $200M+ Bill As Chicago Hides True Costs Of Presidential Library When former President Barack Obama announced plans for his presidential center on Chicago’s South Side, he described it as a privately funded investment in the city that would give back to the community that shaped his political career. Former President Barack Obama is pictured next to construction...
Obama's 'Gift' Sticks Taxpayers With $200M+ Bill As Chicago Hides True Costs Of Presidential Library When former President Barack Obama announced plans for his presidential center on Chicago’s South Side, he described it as a privately funded investment in the city that would give back to the community that shaped his political career. Former President Barack Obama is pictured next to construction of the Obama Presidential Center in Chicago, a project facing delays, soaring costs and mounting scrutiny over its finances. (Scott Olson/Getty Images; Reuters/Vincent Alban) via Fox News And while construction of the brutalist eyesore itself remains privately financed through the Obama Foundation, taxpayers are footing the bill for massive infrastructure costs . A review by Fox News found that state and city agencies have not produced a unified accounting of total public expenditures tied to the project’s surrounding infrastructure . While individual agencies have disclosed partial figures, no single office has reconciled those totals or clarified how they overlap. At the time the project was approved in 2018, public infrastructure costs were projected at roughly $350 million , to be split between the State of Illinois and the City of Chicago. Those estimates covered roadway modifications, utility relocations and related improvements necessary to accommodate the 19.3-acre campus in Jackson Park that nobody asked for. In July, the Illinois Department of Transportation said that approximately $229 million in state-managed infrastructure spending had been committed to the project . That total includes about $19 million for preliminary engineering, $24 million for construction engineering and $186 million for construction activities. A department spokesperson described the earlier $174 million figure as a preliminary 2017 estimate. Now, Chicago’s most recent 2024–2028 Capital Improvement Plan lists more than $206 million allocated to roadway and utility work associated with t...
Law enforcement confirm man, who was armed with a shotgun and gas canister at Trump’s Florida home, was 21-year-old Austin Tucker Martin Major institutions of higher education in the US are reckoning with the latest release of the Epstein files after discovering the disgraced financier Jeffrey Epstein’s relationships with board members, professors and administrators on campuses across the country....
Law enforcement confirm man, who was armed with a shotgun and gas canister at Trump’s Florida home, was 21-year-old Austin Tucker Martin Major institutions of higher education in the US are reckoning with the latest release of the Epstein files after discovering the disgraced financier Jeffrey Epstein’s relationships with board members, professors and administrators on campuses across the country. In some cases, professors have been placed under review, research centers closed or conferences canceled. Students and staff have responded in different ways, including petitions, open letters and campus forums. The supreme court (will be using lower case letters for a while based on a complete lack of respect!) of the United States accidentally and unwittingly gave me, as President of the United States, far more powers and strength than I had prior to their ridiculous, dumb, and very internationally divisive ruling. For one thing, I can use Licenses to do absolutely “terrible” things to foreign countries, especially those countries that have been RIPPING US OFF for many decades, but incomprehensibly, according to the ruling, can’t charge them a License fee - BUT ALL LICENSES CHARGE FEES, why can’t the United States do so? You do a license to get a fee! The opinion doesn’t explain that, but I know the answer! The court has also approved all other Tariffs, of which there are many, and they can all be used in a much more powerful and obnoxious way, with legal certainty, than the Tariffs as initially used. Continue reading...
(RTTNews) - Class A multifamily REIT Veris Residential, Inc. (VRE) announced Monday that it has entered into a definitive merger agreement to be acquired by an investor consortium led by Affinius Capital in partnership with Vista Hill Partners, in an all-cash transaction for $19.
(RTTNews) - Class A multifamily REIT Veris Residential, Inc. (VRE) announced Monday that it has entered into a definitive merger agreement to be acquired by an investor consortium led by Affinius Capital in partnership with Vista Hill Partners, in an all-cash transaction for $19.
Olekcii Mach/iStock via Getty Images By Warren Patterson, Head of Commodities Strategy and Ewa Manthey, Commodities Strategist Energy – Nuclear talks and tariff uncertainty The oil market had a strong week last week. ICE Brent settled almost 6% higher over the period as uncertainty over potential US action in Iran builds, with the US continuing to move military assets into the region and US Presid...
Olekcii Mach/iStock via Getty Images By Warren Patterson, Head of Commodities Strategy and Ewa Manthey, Commodities Strategist Energy – Nuclear talks and tariff uncertainty The oil market had a strong week last week. ICE Brent settled almost 6% higher over the period as uncertainty over potential US action in Iran builds, with the US continuing to move military assets into the region and US President Donald Trump giving Iran a deadline to come to a nuclear deal. However, prices are trading softer this morning with further talks between the US and Iran planned for Thursday, while Iran’s foreign minister said that there is a chance for a diplomatic solution. In the case of a deal, we would see a fairly aggressive erosion of the risk premium currently priced into the market – although reaching a deal is easier said than done. The other element of uncertainty facing the market is tariffs once again. While the US Supreme Court ruled against President Trump’s IEEPA tariffs late last week, it did not take long for the US administration to announce new temporary tariffs of 10% under a different law, which were then quickly raised to the maximum 15% allowed under this law. These tariffs can remain in place for a maximum of 150 days, and this will likely be a period that the administration uses to find alternatives to keep tariffs in place. The latest positioning data shows that speculators cut their net long in ICE Brent by a modest 17,876 lots over the last reporting week to 263,186 lots as of last Tuesday. The move was predominantly driven by longs liquidating. The ongoing geopolitical uncertainty and resulting supply risks have kept speculative interest in the oil market fairly elevated so far this year. In natural gas markets, the Golden Pass LNG export plant is a step closer to starting up, with an increasing amount of natural gas flowing into the facility. The first train at the facility is expected to start operations in March, which will have a capacity of around 7bc...
(RTTNews) - Blackstone Life Sciences, a division of Blackstone Inc. (BX), Monday announced a research and development funding agreement with Johnson & Johnson (JNJ) to advance the clinical development of bleximenib for the treatment of acute myeloid leukemia.
(RTTNews) - Blackstone Life Sciences, a division of Blackstone Inc. (BX), Monday announced a research and development funding agreement with Johnson & Johnson (JNJ) to advance the clinical development of bleximenib for the treatment of acute myeloid leukemia.
IQM Quantum Computers will go public through a merger with a blank-check vehicle in a deal expected to value the Finnish quantum computing firm at $1.8 billion, the company said Monday. It will merge with New Jersey-based Real Asset Acquisition Corp. , which specializes in real estate and technology infrastructure deals. IQM expects to have about $450 million in cash once the deal goes through. Th...
IQM Quantum Computers will go public through a merger with a blank-check vehicle in a deal expected to value the Finnish quantum computing firm at $1.8 billion, the company said Monday. It will merge with New Jersey-based Real Asset Acquisition Corp. , which specializes in real estate and technology infrastructure deals. IQM expects to have about $450 million in cash once the deal goes through. The merger will see IQM list American Depositary Shares in the US, and potentially offer ordinary shares in Helsinki down the line. Investor interest in quantum computing has surged as it shows early signs of moving from pure research toward commercial applications. Venture capitalists are piling into the sector, with startups commanding high valuations, and financial institutions and governments are increasingly experimenting with the technology. Still, building quantum computers is expensive and there’s no clear path to profitability. Backers are betting that quantum systems will eventually solve problems much faster than classical machines, potentially impacting sectors such as cybersecurity, finance and drug development. The listing follows the public debut of Infleqtion Inc. , also via a special purpose acquisition company merger, on the New York Stock Exchange earlier this month. Infleqtion’s shares spiked as much as 9.8% on the first day of trading, but are down about 15% since going public. Other quantum computing firms set to go public include Canada’s Xanadu Quantum Technologies Inc. and Singapore-based Horizon Quantum Computing Pte . Honeywell-backed Quantinuum could raise more than $1.5 billion in an initial public offering, Bloomberg reported last month. Quantinuum Is Said to Work With Morgan Stanley, JPMorgan on IPO Meanwhile, French startup Pasqal is in discussions to raise around €200 million at a unicorn valuation, Bloomberg previously reported, while venture capital firm Quantonation announced a €220 million quantum-focused fund earlier in February.
Stanley Martin Homes on Monday said it has agreed to acquire United Homes Group ( UHG ) in an all-cash transaction valued at approximately $221 million. Under the agreement, United Homes shareholders will receive $1.18 per share. The deal is expected to close in the second quarter of 2026, subject to customary conditions. Upon completion, United Homes will become a subsidiary of Stanley Martin and...
Stanley Martin Homes on Monday said it has agreed to acquire United Homes Group ( UHG ) in an all-cash transaction valued at approximately $221 million. Under the agreement, United Homes shareholders will receive $1.18 per share. The deal is expected to close in the second quarter of 2026, subject to customary conditions. Upon completion, United Homes will become a subsidiary of Stanley Martin and will no longer be publicly traded. UHG +0.84% premarket to $2.4. Source: Press Release More on United Homes Group United Homes Group: Accelerated And Profitable Inventory Turns Remain Amiss Seeking Alpha’s Quant Rating on United Homes Group Financial information for United Homes Group
Emerge Commerce ( EMCMF ) announced on Monday that it has upsized its previously announced non-brokered private placement to C$2.5M from C$1.8M, issuing 25M units at C$0.10 per unit. Each unit comprises one common share and one-half warrant, with each whole warrant exercisable at C$0.15 per share for 24 months from issuance. The company expects the offering to close on or around March 4, 2026. The...
Emerge Commerce ( EMCMF ) announced on Monday that it has upsized its previously announced non-brokered private placement to C$2.5M from C$1.8M, issuing 25M units at C$0.10 per unit. Each unit comprises one common share and one-half warrant, with each whole warrant exercisable at C$0.15 per share for 24 months from issuance. The company expects the offering to close on or around March 4, 2026. The net proceeds from the offering will be used to fund the purchase price and related transaction costs. Shares -81.82%. More on EMERGE Commerce EMERGE Commerce Ltd. (ECOM:CA) Q3 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on EMERGE Commerce Financial information for EMERGE Commerce