U.S. technology giants Alphabet, Amazon, Meta and Microsoft are expected to collectively invest about $650 billion to scale up AI-related infrastructure this year, according to an analysis by Bridgewater Associates. The investments would mark a sharp increase from $410 billion in 2025. In a letter to clients, Bridgewater co-chief investment officer Greg Jensen said the artificial intelligence b...
U.S. technology giants Alphabet, Amazon, Meta and Microsoft are expected to collectively invest about $650 billion to scale up AI-related infrastructure this year, according to an analysis by Bridgewater Associates. The investments would mark a sharp increase from $410 billion in 2025. In a letter to clients, Bridgewater co-chief investment officer Greg Jensen said the artificial intelligence boom has entered a "more dangerous phase," marked by exponentially rising investments in physical infrastructure and growing reliance on outside capital.
MIDLAND, Texas, February 23, 2026--AST SpaceMobile, Inc. ("AST SpaceMobile") (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced that it has entered into an agreement with the United States Space Development Agency (SDA) for the Europa Tr...
MIDLAND, Texas, February 23, 2026--AST SpaceMobile, Inc. ("AST SpaceMobile") (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced that it has entered into an agreement with the United States Space Development Agency (SDA) for the Europa Track 2 Commercial Solutions program. The agreement, executed under the Hybrid Acquisition for prolife
Alexyz3d/iStock via Getty Images The head of German naval shipbuilder TKMS ( TKMSF ) is advocating for greater consolidation across the defense sector, arguing that faster coordination and industrial integration are essential to strengthening military capabilities. In prepared remarks released Monday prior to the company’s annual general meeting on Feb. 27, Chief Executive Oliver Burkhard said tha...
Alexyz3d/iStock via Getty Images The head of German naval shipbuilder TKMS ( TKMSF ) is advocating for greater consolidation across the defense sector, arguing that faster coordination and industrial integration are essential to strengthening military capabilities. In prepared remarks released Monday prior to the company’s annual general meeting on Feb. 27, Chief Executive Oliver Burkhard said that building up defense capacity more rapidly will require increased standardization, streamlined industry structures and quicker execution. Burkhard said funding alone is not sufficient to expand shipbuilding output, noting that the pace of cooperation between manufacturers and government customers will ultimately determine how quickly projects move forward. TKMS ( TKMSF ), which was separated from Thyssenkrupp and went public last year, is ready to take an active role in consolidation efforts both in Germany and across Europe, Burkhard said. After a prolonged period of limited dealmaking, merger and acquisition activity in the defense industry has begun to accelerate. Thyssenkrupp remains the majority shareholder in TKMS ( TKMSF ), which has recently submitted a non-binding offer to acquire smaller rival German Naval Yards Kiel. Meanwhile, defense contractor Rheinmetall ( RNMBF ) ( RNMBY ) has purchased the defense unit of shipbuilder Luerssen as consolidation gathers momentum in the sector. More on TKMS AG & Co KGaA TKMS: The European Marine Powerhouse To Buy Germany's TKMS seeks investment package to woo Canada over $12 billion submarine tender - Reuters Seeking Alpha’s Quant Rating on TKMS AG & Co KGaA Historical earnings data for TKMS AG & Co KGaA Financial information for TKMS AG & Co KGaA
Erkmen Artworks/iStock via Getty Images I'm staying "Neutral" on Weave Communications, Inc. ( WEAV ). Its quarterly numbers were aligned with the analysts' forecasts. I see a favorable growth outlook for the company. But there are competitive concerns which you shouldn't ignore. In my March 9, 2023, initiation piece , I noted that WEAV's shares were reasonably priced. I was proven right given the ...
Erkmen Artworks/iStock via Getty Images I'm staying "Neutral" on Weave Communications, Inc. ( WEAV ). Its quarterly numbers were aligned with the analysts' forecasts. I see a favorable growth outlook for the company. But there are competitive concerns which you shouldn't ignore. In my March 9, 2023, initiation piece , I noted that WEAV's shares were reasonably priced. I was proven right given the stock's lackluster total return CAGR of +2.9% in the past three years. Q4 Topline and Profitability Met Expectations WEAV published an 8-K filing revealing its latest financials on Thursday, Feb 19. The firm's Oct-Dec '25 turnover was 17.0% higher year-on-year at $63.4 million. That's on par with the +17.1% rise for 3Q25. The sell-side's projection came in close at $63.1 million, as per S&P Capital IQ data. In my view, WEAV's venture into nascent business areas presents a trade-off between footprint expansion and client attrition. The company noted at its analyst briefing , "We added more specialty medical locations in Q4 than in any quarter in our history." But it also acknowledged that "new verticals like specialty medical typically start with higher churn rates." Its "customer locations" amounting to 39 thousand at the end of last year, represented a +13% increase based on the 8K's disclosures. On the flip side, "Net Revenue Retention/NRR" for the group declined from end-2024's 98% to end-2025's 93%. Separately, WEAV's EBIT-to-sales improved by a modest +0.3ppts to 3.6% in 4Q2025 YoY. This is roughly consistent with the consensus's 3.5% estimate. I believe that fixed-cost leverage and a favorable mix were negated by elevated marketing expenditures and M&A-related expenses. "Gross Profit Margin/GPM" went up by 70 bps YoY to 73.3% for the final quarter of '25. That was credited to a "growing contribution of higher-margin payments revenue" in the earnings call commentary. Also, you would think that WEAV's "General & Administrative/G&A" costs benefited from scale economies. ...
Investing.com -- Citrini Research’s The 2028 Global Intelligence Crisis — a report painting a rather dystopian picture of displaced workers and faltering personal incomes yet booming AI-driven economic outputs — has made waves on Monday, racking up more than 16 million views on X and possibly even sinking entire sectors of the market. Interestingly, intentionally or not, Citrini may be making yet ...
Investing.com -- Citrini Research’s The 2028 Global Intelligence Crisis — a report painting a rather dystopian picture of displaced workers and faltering personal incomes yet booming AI-driven economic outputs — has made waves on Monday, racking up more than 16 million views on X and possibly even sinking entire sectors of the market. Interestingly, intentionally or not, Citrini may be making yet another bullish case for Nvidia, even as the broader consumption-based economy burns. The report's c
CreativaImages RBC Capital Markets said Monday the U.S. Supreme Court's ruling striking down the Trump administration's use of the International Economic Emergency Powers Act to impose tariffs is unlikely to materially impact U.S. equities in the near-to-intermediate term. President Donald Trump said over the weekend he will increase his newly announced global tariff level to 15% from 10% even aft...
CreativaImages RBC Capital Markets said Monday the U.S. Supreme Court's ruling striking down the Trump administration's use of the International Economic Emergency Powers Act to impose tariffs is unlikely to materially impact U.S. equities in the near-to-intermediate term. President Donald Trump said over the weekend he will increase his newly announced global tariff level to 15% from 10% even after the Supreme Court struck down most of the tariffs he imposed last year. Meanwhile, s tocks traded markedly lower in late morning trading, as investors grappled with renewed uncertainty over the status of U.S. tariffs. "In the near-to-intermediate term, we see the latest trade developments as somewhere between 'having little impact' to 'slightly positive,'" analyst Lori Calvasina wrote in a note to clients. RBA's Calvasina pointed to the fact that both the SCOTUS decision and the notion that Trump would implement new levies through other mechanisms were widely expected by U.S. market participants. The fresh 15% tariff was imposed under Section 122 of the Trade Act of 1974, which permits levies for up to 150 days. Congress would need to approve any extension after 150 days. Assessing earnings call commentary by S&P 500 ( SP500 ) ( SPY ) ( SPX ) companies, the analyst said that most firms "directly impacted by tariffs emphasized their ability to manage through them through supply chain adjustments, selective pricing strategies, and other mitigation tactics, while also acknowledging the tariff backdrop as dynamic." In the longer-term, "one of the issues we’re keeping an eye on is the potential reverberation of tariff policy in US equities through the midterm elections," Calvasina said, while remaining constructive on stocks in the year ahead. Market Tracking Funds: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Dear readers : We recognize that ...
imaginima/E+ via Getty Images The U.S. Supreme Court said Monday it agreed to hear an appeal by Exxon Mobil ( XOM ) and Suncor Energy ( SU ) in an effort to stop dozens of city and state lawsuits that blame oil companies for climate change. The court said it will review a Colorado Supreme Court ruling that said the city and county of Boulder could use state law to press a lawsuit against the two c...
imaginima/E+ via Getty Images The U.S. Supreme Court said Monday it agreed to hear an appeal by Exxon Mobil ( XOM ) and Suncor Energy ( SU ) in an effort to stop dozens of city and state lawsuits that blame oil companies for climate change. The court said it will review a Colorado Supreme Court ruling that said the city and county of Boulder could use state law to press a lawsuit against the two companies that seeks unspecified monetary damages for costs incurred by Boulder associated with mitigating the impact of climate change. In their 2008 lawsuit, t he Boulder government officials accused Exxon ( XOM ) and Suncor ( SU ) of misleading the public about the role their products played in exacerbating climate change while profiting from unchecked fossil fuel sales. The oil companies argue in their appeal that the Constitution does not permit state lawsuits aimed at addressing a global issue like climate change, saying, "Boulder, Colorado, cannot make energy policy for the entire country." The Supreme Court previously turned down a similar bid by Sunoco ( SUN ) and other oil companies to reject a climate-related lawsuit by Honolulu after Hawaii's top court allowed it to proceed. More on Exxon Mobil and Suncor Energy Exxon Mobil: It's A Buy Says Valuation, But I'm Weighing Technical Caution Exxon Mobil: Strong Value Despite Oil Rout Suncor: Value Machine Runs At Full Steam
Domino’s stock was rallying Monday after a sales beat showed that the quick-service pizza category remains healthy, despite the weakness seen by rivals.
Domino’s stock was rallying Monday after a sales beat showed that the quick-service pizza category remains healthy, despite the weakness seen by rivals.
Sundry Photography ASML ( ASML ) has unveiled a new advancement in light sourcing technology for its extreme ultraviolet lithography machines that could increase the number of chips by 50% by 2030, Reuters reported. “It's not a parlor trick or something like this, where we demonstrate for a very short time that it can work,” Michael Purvis, ASML's lead technologist, told the news outlet . “It's a ...
Sundry Photography ASML ( ASML ) has unveiled a new advancement in light sourcing technology for its extreme ultraviolet lithography machines that could increase the number of chips by 50% by 2030, Reuters reported. “It's not a parlor trick or something like this, where we demonstrate for a very short time that it can work,” Michael Purvis, ASML's lead technologist, told the news outlet . “It's a system that can produce 1,000 watts under all the same requirements that you could see at a customer.” Purvis made the comments while speaking at ASML's offices near San Diego. ASML is the only company in the world that makes extreme ultraviolet, or EUV, lithography machines, which are used by foundries such as Taiwan Semiconductor ( TSM ), Intel ( INTC ), and others to create advanced processors. However, startups, such as Substrate and xLight, which received $150M from the Trump administration late last year, are clamoring to upend ASML's stranglehold on the market. The current power of an EUV light source is 600 watts, so the jump to 1,000 watts is fairly substantial, Jorge J. Rocca, a professor at Colorado State University, told the news outlet. ASML's Purvis said the hope is that the company can continue advancing the technology to move past 1,000 watts and further strengthen its position. “We see a reasonably clear path toward 1,500 watts, and no fundamental reason why we couldn't get to 2,000 watts,” Purvis told Reuters. Shares of ASML fell fractionally in late morning trading on Monday. More on ASML Holding ASML: EUV Orders Explode, The Setup Into 2026-2028 Just Improved ASML: The Cyclical Downturn Is Just Beginning ASML: Why I Remain Bullish On The Dutch Lithography Giant Amazon, ASML lead tech sector layoffs in 2026 as total crosses 26,000 Mistral AI to acquire cloud service provider Koyeb
A giant main floor window next to Kohler’s new recirculating shower system isn’t required. | Image: Kohler Kohler claims its new Anthem EvoCycle smart shower system can deliver "up to 80% water savings" without the use of showerheads that limit flow or pressure. The system instead relies on a reservoir in the shower's base that collects used water and passes it through a filtration system before s...
A giant main floor window next to Kohler’s new recirculating shower system isn’t required. | Image: Kohler Kohler claims its new Anthem EvoCycle smart shower system can deliver "up to 80% water savings" without the use of showerheads that limit flow or pressure. The system instead relies on a reservoir in the shower's base that collects used water and passes it through a filtration system before sending it back up through the showerhead. Pricing starts at $7,500 , or $5,625 with discounts, but you'll need to buy fixtures and the $825 water tank base separately. The Anthem EvoCycle's recirculation system starts with a "Standard Mode" where only fresh water is delivered through a handshower sprayer and collected in the reservoir tank. Switching to … Read the full story at The Verge.