As the stock market stays stuck in the artificial intelligence (AI) doldrums, hindering gains for growth stocks , now may be the time to shift focus toward value stocks . Yes, value stocks present their own set of challenges. Many undervalued stocks have the risk of becoming value traps, or stocks that are cheap, but stay that way, due to a lack of growth and/or other issues related to fundamental...
As the stock market stays stuck in the artificial intelligence (AI) doldrums, hindering gains for growth stocks , now may be the time to shift focus toward value stocks . Yes, value stocks present their own set of challenges. Many undervalued stocks have the risk of becoming value traps, or stocks that are cheap, but stay that way, due to a lack of growth and/or other issues related to fundamentals. Yet while value investing isn't as easy as buying the cheapest stocks, that doesn't mean success in this arena is elusive. In fact, quite a few undervalued stocks are hiding in plain sight, with potential catalysts that could propel them to significantly higher prices in the years ahead. Let's look at these three value stocks: Comcast (NASDAQ: CMCSA) , Altria Group (NYSE: MO) , and PayPal Holdings (NASDAQ: PYPL) . Continue reading
Irenic Capital Management initiated a new position in SPS Commerce (NASDAQ:SPSC) , acquiring 452,066 shares in the fourth quarter, according to a February 17, 2026, SEC filing. Irenic Capital Management disclosed a new stake in SPS Commerce (NASDAQ:SPSC) , purchasing 452,066 shares during the fourth quarter of 2025. The position's value at quarter-end was $40.3 million, according to the SEC filing...
Irenic Capital Management initiated a new position in SPS Commerce (NASDAQ:SPSC) , acquiring 452,066 shares in the fourth quarter, according to a February 17, 2026, SEC filing. Irenic Capital Management disclosed a new stake in SPS Commerce (NASDAQ:SPSC) , purchasing 452,066 shares during the fourth quarter of 2025. The position's value at quarter-end was $40.3 million, according to the SEC filing dated February 17, 2026. SPS Commerce, Inc. is a leading provider of cloud-based supply chain management solutions, enabling automation and enhanced analytics for a diverse customer base. The company leverages a scalable SaaS platform to drive operational efficiency and compliance in complex trading ecosystems. Its strategic focus on automation and data-driven insights positions it as a key technology partner for organizations navigating omnichannel retail and distribution challenges. Continue reading
watch now VIDEO 10:49 10:49 'A moment of great uncertainty': Stephen Moore and Natasha Sarin on the future of Trump tariffs Squawk Box The Supreme Court struck down a centerpiece of President Donald Trump's tariff agenda on Friday, also dealing a blow to the possibility of sending so-called tariff dividend checks to families, experts say. "Tariff dividends were a long shot from the beginning," sai...
watch now VIDEO 10:49 10:49 'A moment of great uncertainty': Stephen Moore and Natasha Sarin on the future of Trump tariffs Squawk Box The Supreme Court struck down a centerpiece of President Donald Trump's tariff agenda on Friday, also dealing a blow to the possibility of sending so-called tariff dividend checks to families, experts say. "Tariff dividends were a long shot from the beginning," said certified financial planner Stephen Kates, a financial analyst at Bankrate. "Given the White House's lack of authority to unilaterally issue stimulus checks to Americans, the idea was largely aspirational," he said. Any such broad-based benefit program would require legislation passed by Congress. Following a major Supreme Court defeat and with an ongoing partisan battle in Washington, congressional approval would be especially difficult, he said. "Even if tariffs were to return to prior levels and generate revenue for a broad stimulus program, there does not appear to be sufficient political support to move such a measure through Congress," Kates said. "The odds of this policy moving forward is now effectively zero." Read more CNBC personal finance coverage Trump's $2,000 tariff dividend checks just got a lot less likely, experts say Student loan forgiveness is taxable again. How to plan for a five-figure IRS bill What the Trump administration's Harvard lawsuit could mean for future applicants Homebuyers are paying more for credit checks. Here's why Trump accounts have 'more unanswered questions than answered,' expert says Treasury: Trump accounts sign up about 3 million kids in early push Average IRS tax refund is up 14.2%, according to early filing data Student loan delinquency rate jumps to nearly 25% in Trump's second term: analysis What Supreme Court ruling against Trump tariffs means for your money Personal loans surge: It's 'the middle-class refinancing option,' expert says Trump: tax refunds are 'substantially greater than ever before.' What to expect Trump offic...
Jason Oxman, president and CEO of the Information Technology Industry Council, says the tech industry needs certainty around tariffs in order to invest in AI. Oxman discusses the current tariff landscape with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Jason Oxman, president and CEO of the Information Technology Industry Council, says the tech industry needs certainty around tariffs in order to invest in AI. Oxman discusses the current tariff landscape with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
I became a Michael Burry fan the way most retail investors did, through The Big Short. Watching Christian Bale play the eccentric hedge fund manager who saw the housing collapse before Wall Street did turned Burry into a mythic figure. But I knew about him before Hollywood turned him into a ...
I became a Michael Burry fan the way most retail investors did, through The Big Short. Watching Christian Bale play the eccentric hedge fund manager who saw the housing collapse before Wall Street did turned Burry into a mythic figure. But I knew about him before Hollywood turned him into a ...
Key PointsOver the weekend, a highly-followed X account forecast a possibility of severe recession by 2028, due to AI disruption for white collar workers.
Key PointsOver the weekend, a highly-followed X account forecast a possibility of severe recession by 2028, due to AI disruption for white collar workers.
Follow updates from Monday’s 8pm (GMT) kick-off Ten talking points from the weekend | Email Daniel As for United, Lisandro Martínez has a calf strain and will miss a week or two; Michael Carrick might’ve been tempted to bring in Ayden Heaven, who’s a good passer and also left-footed, but Leny Yoro’s superb match-saving cameo at West Ham, last time out, earns him the shirt. David Moyes makes three ...
Follow updates from Monday’s 8pm (GMT) kick-off Ten talking points from the weekend | Email Daniel As for United, Lisandro Martínez has a calf strain and will miss a week or two; Michael Carrick might’ve been tempted to bring in Ayden Heaven, who’s a good passer and also left-footed, but Leny Yoro’s superb match-saving cameo at West Ham, last time out, earns him the shirt. David Moyes makes three changes to the team that lost at home to Bournemouth: out goes the suspended Jake O’Brien, along with Vitaliy Mykolenko and Tyrique George, who drop to the bench; Michael Keane returns, along with Tim Iroegbunam and Harrison Armstrong. That means James Garner, formerly of United, and Jarrad Branthwaite will be at full-back. Continue reading...
Exclusive: Former health secretary throws weight behind campaign to boost diagnosis of placenta accreta spectrum Jeremy Hunt has urged leading doctors to do more to help maternity specialists detect a rare complication of childbirth that can lead to a women bleeding to death within minutes. The former health secretary has thrown his weight behind a new campaign, aimed at improving the NHS’s identi...
Exclusive: Former health secretary throws weight behind campaign to boost diagnosis of placenta accreta spectrum Jeremy Hunt has urged leading doctors to do more to help maternity specialists detect a rare complication of childbirth that can lead to a women bleeding to death within minutes. The former health secretary has thrown his weight behind a new campaign, aimed at improving the NHS’s identification of placenta accreta spectrum . The campaign was set up by Amisha Adhia and her husband, Nik, after five hospitals failed to spot that she had PAS. Continue reading...
MCCAIG/iStock via Getty Images In late summer of last year, the sudden and unexpected bankruptcies of TriColor Holdings and First Brands sent ripples across the credit markets. Loans that were carried at 100% of value suddenly became worth very little . Several major banks like UBS, Jefferies Financial Group Inc. ( JEF ), and JPMorgan Chase & Co. ( JPM ) took significant write-offs on their loan b...
MCCAIG/iStock via Getty Images In late summer of last year, the sudden and unexpected bankruptcies of TriColor Holdings and First Brands sent ripples across the credit markets. Loans that were carried at 100% of value suddenly became worth very little . Several major banks like UBS, Jefferies Financial Group Inc. ( JEF ), and JPMorgan Chase & Co. ( JPM ) took significant write-offs on their loan books connected to these bankruptcies as well . OWL Stock Chart (Seeking Alpha) The credit markets recovered quite quickly from those debacles only to be rocked this week by new troubles at asset manager Blue Owl ( OWL ) , a key lender in the construction of massive AI data centers. I posted an article on Blue Owl five weeks ago that concluded that I was staying on the sidelines on this name as far as an investment. The stock is now down 60% from its highs in early 2025 after last week's decline. Blue Horseshoe loves Anacott Steel " - 'Wall Street' movie 1987 Blue Owl announced Thursday that it would permanently halt redemptions for its private credit fund, Blue Owl Capital Corp II (OBDC II). Of note, OBDC II targets retail investors, who will no longer cash out on a quarterly basis but instead will only receive capital back as the fund gradually sells assets. This is a great example of ' duration ' risk around illiquid assets. Barclays Research, Company Reports The same day, Blue Owl stated it would sell $1.4 billion of direct lending investments to four pension plans and insurance investors. Of note, this sale happened at 99.7% of par value and also involved a related party (Kuvare). ZeroHedge It could be argued, and it has been speculated, that these pension funds were willing to pay 99.7% of par to prevent ' price discovery ' that could shine a light on similar assets they hold. This might show many of these investments might actually be worth considerably less than their stated value. Towards that end, on Saturday news came out that Saba Capital and Cox Capital Partners...
solarseven/iStock via Getty Images The financial sector entered 2026 with a notable disconnect between strong fundamentals and market performance. The State Street Financial Select Sector SPDR ETF ( XLF ) underperformed through January, ranking as one of only two sectors with negative returns despite robust 2025 results that saw all major financial ETFs post double-digit gains. Below is a list of ...
solarseven/iStock via Getty Images The financial sector entered 2026 with a notable disconnect between strong fundamentals and market performance. The State Street Financial Select Sector SPDR ETF ( XLF ) underperformed through January, ranking as one of only two sectors with negative returns despite robust 2025 results that saw all major financial ETFs post double-digit gains. Below is a list of large cap U.S. banks that carry strong momentum grades and are ranked by their price-to-book (P/B) multiples. The screen focuses on both diversified and regional banks within the U.S. banking sector, filtering for names that combine favorable momentum signals with comparatively attractive book value-based valuations. The price-to-book (P/B) multiple is a valuation metric that compares a company’s market price to its book value. It’s calculated by dividing a company’s market capitalization by its total book value, or alternatively, by dividing its stock price by its book value per share. The list is topped by Fifth Third Bancorp ( FITB ), which has the highest price-to-book multiple among the screened high-momentum U.S. banks. The PNC Financial Services Group ( PNC ) and U.S. Bancorp ( USB ) follow, with Regions Financial ( RF ) and KeyCorp ( KEY ) rounding out the rest of the top five, all combining favorable momentum grades with their respective P/B valuations. Other notable names on the list, such as M&T Bank ( MTB ), Webster Financial ( WBS ), Citizens Financial Group ( CFG ), and Citigroup, also feature competitive P/B multiples alongside strong momentum grades, keeping them in focus for investors seeking U.S. banking exposure. Here is the list: Fifth Third Bancorp ( FITB ), Momentum Grade: A, price-to-book (P/B) multiple: 1.78x The PNC Financial Services Group ( PNC ), Momentum Grade: A-, price-to-book (P/B) multiple: 1.66x U.S. Bancorp ( USB ), Momentum Grade: A-, price-to-book (P/B) multiple: 1.56x Regions Financial ( RF ), Momentum Grade: A-, price-to-book (P/B) mul...
Image source: The Motley Fool. Wednesday, February 11, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Wednesday, February 11, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading