Victoria Kotlyarchuk /iStock via Getty Images Kratos Defense & Security Solutions, Inc. ( KTOS ) is down mid-single digits after reporting a softer-than-expected Q1 2026 guidance. Long story short, Q1 guidance came in below expectations because the late 2025 federal shutdown delayed contract funding and pushed out revenue recognition. That said, the guidance for the full year was actually stronger than what the Street anticipated, with potential further upside tied to the Valkyrie production and a potentially much larger FY27 U.S. defense budget. Overall, despite the valuation, I am optimistic about this stock, and I own a small single-digit position in my portfolio. Near term, I am cautious, and I think the upside is limited to the second half of the year. Below, I explain why. Q4 2025: Beating Results, Missing on Guidance Kratos reported $345.1M in revenue, beating management's previous guidance ($320M–$330M) and the Street's estimate of $327M. On the bottom line, the adjusted EPS in Q4 was 18 cents vs. the Street's 16-cent expectation. So, Q4 was stronger than expected, despite the government shutdown delays. More on this headwind in a moment. Let's move on to the guidance now: Kratos The guidance miss for Q1 was pretty much across the board. The Street was looking for $346.9M in revenue and $33M in adjusted EBITDA. In comparison, the midpoint of the revenue guidance is just $340M and $27.5M for adjusted EBITDA. Let's understand why. First, the impact of the federal government shutdown in Q4 2025 was more significant than management initially anticipated. Management cited during the earnings call delays in contract funding timing and in expected receivable payment dates. This increased both AR days and DSOs. Let me clarify what AR and DSO days are. These metrics measure the average number of days KTOS takes to collect cash from customers after recording a sale or a billing. AR days stands for accounts receivable days, and DSO stands for days sales outstanding. We...

《科创板日报》2月24日讯（记者 徐赐豪） 新春复工首日，国内游艇产业迎来重磅投资。 京东集团创始人刘强东创立的独立游艇品牌Sea Expandary，与深圳、珠海等地政府完成战略合作签约，计划总投资50亿元在粤港澳大湾区构建集研发、制造、运营、服务于一体的游艇全产业链生态，以新能源与智能化技术切入，试图改写中国游艇产业格局。 据《科创板日报》获悉，Sea Expandary 已完成品牌官网上线与核心管理团队搭建，旗下多家研发、制造、运营主体同步落地，全球业务布局正式启动。根据协议，该品牌将在珠海建设大型现代化游艇制造基地，在深圳设立游艇事业中国总部，并参与深圳多座码头及配套设施的投资运营；同时在大湾区布局研发创新中心、运营服务中心、保税维修中心等关键节点，形成 “总部 + 制造 + 服务” 的产业集群。 据悉，Sea Expandary 明确主打新能源智能化游艇，将深度融合 AI 与机器人技术，聚焦安全、静谧、环保与舒适体验。刘强东方面表示，该投资为个人投资，他本人不会直接参与运营管理。同时，他表示希望未来能造出10万元的游艇，让普通的工薪阶层也能用得起游艇。 此次大额投资背后，是中国游艇市场快速扩容与制造能力严重不匹配的结构性矛盾。交通运输部数据显示，近三年国内游艇数量增速显著，新登记游艇占总量比例达54.7%，预计 “十五五” 期间仍将保持增长。但与之形成反差的是，中国造船业在集装箱船、油轮、散货船等领域全球领先，游艇这一 “小船” 赛道却发展严重滞后。 数据显示，2024 年中国游艇制造业产值仅128 亿元，出口约6 亿美元，行业呈现企业规模小、布局散、竞争力弱的格局，鲜有企业能在设计、研发与全球营销上做重资产投入。 刘强东京东方面向《科创板日报》记者提供的新闻通稿中直言，国内游艇企业投资普遍偏低，几乎没有单体投资超千万元的项目，而游艇属于典型的资本与技术密集型产业，唯有大手笔投入，才能与欧美顶级厂商正面竞争。 作为个人独立投资项目，Sea Expandary或与京东零售主业无直接关联。海豚社创始人李成东接受《科创板日报》记者采访时表示，此次布局更偏向创始人个人兴趣，并非京东体系内围绕零售与供应链的常规扩张，与京东近年在中国香港、德国等地的海外投资逻辑差异明显。在他看来，游艇当前仍属小众高端消费，远未到大众化普及阶段，对京东主业协同价值有限。 一不愿具名的证...

Summitry LLC Decreases Position in Meta Platforms, Inc. $META MarketBeat

Wyndham Hotels & Resorts ( WH ) announced plans to offer $650M in aggregate principal amount of Senior Notes due 2033. The company intends to use the net proceeds to repay outstanding borrowings under its term loan A and revolving credit facility. Proceeds will also cover related fees and expenses and support general corporate purposes. More on Wyndham Hotels & Resorts Wyndham Hotels & Resorts, Inc. 2025 Q4 - Results - Earnings Call Presentation Wyndham Hotels & Resorts, Inc. (WH) Q4 2025 Earnings Call Transcript Wyndham Hotels & Resorts Gets An Upgrade With A View, A Bright One Wyndham targets 4% to 4.5% net room growth in 2026 while advancing AI and credit card initiatives Wyndham Hotels & Resorts beats top-line and bottom-line estimates; initiates FY26 outlook

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The post AI Marketing Startup RAD Intel Secures Nasdaq Ticker $RADI — $50M+ Raised, 4,900% Valuation Growth in Four Years by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . The $633 Billion Digital Marketing Industry Is Broken — RAD Intel Is Fixing It Fortune 1000 brands waste billions every year on ineffective campaigns. RAD Intel’s award-winning AI technology helps them turn that chaos into clarity — using data-driven intelligence to create high-performing content that delivers measurable ROI. That’s why a who’s-who roster of global brands and agencies — across entertainment, healthcare, automotive, and lifestyle — rely on RAD Intel’s platform for precision marketing and influencer strategy. Brand mentions reflect factual client work, past and present, and do not imply endorsement. Why Investors Are Paying Attention Valuation Growth: 4,900% increase in under four years* $50 Million Raised from over 10,000 investors 165% Year-Over-Year Revenue Growth (unaudited 2025 vs 2024) 2× Contract Growth from 2024 to 2025 Leadership Experience: 225+ M&A transactions executed Nasdaq Ticker Reserved as $RADI Momentum Is Building In 2025 alone, RAD Intel’s revenue is up 2.5× over 2024 (unaudited) and sales contracts have already doubled. The company has also expanded partnerships across multiple Fortune 1000 brands, securing recurring, seven-figure contracts and driving measurable ROI gains. With $RADI reserved on Nasdaq and a Reg A+ offering now qualified by the SEC, RAD Intel is opening its next investment round to both accredited and everyday investors at $0.85 per share through March 12. This pricing tier ends March 12 — early investors can lock in the $0.85 entry today. Built for the Next Wave of AI Marketing AI M&A has already hit $55B YTD — surpassing 2024 totals...

(RTTNews) - Artiva Biotherapeutics, Inc. (ARTV), a clinical-stage biotechnology company, Tuesday announced that it has appointed Thad Huston as its Chief Financial Officer.

SweetBunFactory Artificial intelligence chipmaker Cerebras, which competes with Nvidia ( NVDA ) and AMD ( AMD ), has confidentially filed for an initial public offering, The Information reported. The company has been meeting with potential investors, and the listing could take place as soon as April, the news outlet added , citing people familiar with the matter. Previous reports indicated that Cerebras was targeting an initial public offering for the second quarter of 2026. Cerebras did not immediately respond to a request for comment from Seeking Alpha. Cerebras was recently named by Seeking Alpha's analysts one of the more notable AI companies that could go public this year. In addition to Nvidia and AMD, Cerebras competes with Groq. Nvidia announced in late December that it entered into a non-exclusive licensing agreement with Groq, worth some $20B, for its inference technology. As part of the agreement, Groq’s founder, Jonathan Ross, President Sunny Madra and other members of the Groq team joined Nvidia. Last month, Cerebras signed a multi-year, multi-billion deal with OpenAI ( OPENAI ) to provide it with 750 megawatts of computing power. Cerebras has also reportedly been in discussions to raise $1B that would value the company at $22B. In October 2025, Cerebras withdrew its plans to pursue an IPO shortly after completing a $1.1B funding round that propelled its valuation to $8.1B. Cerebras originally filed for a public offering in September 2024, but the effort stalled amid a federal review of its ties with the Abu Dhabi AI company G42. The Committee on Foreign Investment in the U.S. concluded its review earlier this year, with Cerebras announcing in March that outstanding issues had been resolved. Cerebras was founded in 2015 and is headquartered in Sunnyvale, Calif. Its WSE-3 chip and CS-3 system broke benchmark records in AI inference and training when they were released last year, the company reported. Its current customers include names such as Meta Platf...

SweetBunFactory Artificial intelligence chipmaker Cerebras, which competes with Nvidia ( NVDA ) and AMD ( AMD ), has confidentially filed for an initial public offering, The Information reported. The company has been meeting with potential investors, and the listing could take place as soon as April, the news outlet added , citing people familiar with the matter. Previous reports indicated that Cerebras was targeting an initial public offering for the second quarter of 2026. Cerebras did not immediately respond to a request for comment from Seeking Alpha. Cerebras was recently named by Seeking Alpha's analysts one of the more notable AI companies that could go public this year. In addition to Nvidia and AMD, Cerebras competes with Groq. Nvidia announced in late December that it entered into a non-exclusive licensing agreement with Groq, worth some $20B, for its inference technology. As part of the agreement, Groq’s founder, Jonathan Ross, President Sunny Madra and other members of the Groq team joined Nvidia. Last month, Cerebras signed a multi-year, multi-billion deal with OpenAI ( OPENAI ) to provide it with 750 megawatts of computing power. Cerebras has also reportedly been in discussions to raise $1B that would value the company at $22B. In October 2025, Cerebras withdrew its plans to pursue an IPO shortly after completing a $1.1B funding round that propelled its valuation to $8.1B. Cerebras originally filed for a public offering in September 2024, but the effort stalled amid a federal review of its ties with the Abu Dhabi AI company G42. The Committee on Foreign Investment in the U.S. concluded its review earlier this year, with Cerebras announcing in March that outstanding issues had been resolved. Cerebras was founded in 2015 and is headquartered in Sunnyvale, Calif. Its WSE-3 chip and CS-3 system broke benchmark records in AI inference and training when they were released last year, the company reported. Its current customers include names such as Meta Platf...

June’s final game against Ukraine to be played there Use of 52,700-seat ground a notable move by FA England’s home Women’s World Cup qualifier against Ukraine in June will take place at Everton’s Hill Dickinson Stadium. The Football Association’s decision to take the Lionesses to Everton’s 52,700-capacity ground demonstrates its growing confidence in the appeal of Sarina Wiegman’s side as they attempt to back up their double European Championship-winning heroics by winning the World Cup for the first time in 2027. Continue reading...

Dance culture faces barriers in Taiwan, with frequent raids on nightclubs. But Temple Meltdown is trying a different tack, with sound systems overseen by gods When Andrew Dawson brings a sound system to Puji Temple in Tainan, Taiwan, for lunar new year celebrations, its deities keep watch. Behind the plywood speaker stack hangs a circular plaque of Caishen, the Chinese god of prosperity. Around the corner from the dub and reggae street party, families burn long incense sticks for the site’s patron religious figure, the thousand-year-old Chifu Wangye, a prince who died sampling well water poisoned by the plague gods to save his own villagers. To some, partying in a religious site like this might seem sacrilegious, or at least insensitive. But Dawson has been doing this for three years with his Temple Meltdown party series, inspired by religious sites and their role as vibrant centres of civic life: to him, the marriage of underground music to these spaces felt like a natural next step. “Every temple in Taiwan is very different because each of its founders has a unique vision or dream. But the interesting thing is that there is always a plaza area outside where people can gather, cook, hang out with their friends,” says Dawson, who is half American and half Taiwanese and also goes by 陳宣宇 or Chen Xuan Yu. The scene at his Lunar New Year party is no different, with people swaying, smoking, and some feeding each other skewered pieces of Taiwanese fried chicken on the dance floor. Continue reading...

格隆汇2月24日｜2月24日（正月初八），春运第23天，国铁广州局预计发送旅客251.2万人次，预计到达旅客261.9万人次。自2月2日春运启动以来，国铁广州局累计发送旅客5014.8万人次。

Intuit’s stock has been the S&P 500’s worst performer this year. Now the company is teaming up with the company that’s fueled investor fears.

Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced the successful completion of a major data modernization program for CSX Corporation (NASDAQ: CSX), a leading rail-based freight transportation company. Built using Infosys Topaz™, an AI-first set of services, solutions and platforms using generative AI technologies, Microsoft Fabric and Microsoft Purview, the transformation is one of the largest deployments of its kin

eZeePics Studio Shares of Amer Sports ( AS ) are losing ground in Tuesday’s premarket action as the company’s profit outlook for the current quarter and full year did not meet Wall Street’s ambitious expectations and overshadowed otherwise bullish results for the fourth quarter. The sports equipment manufacturer beat nearly all metrics and segments, led by strong sales for its Arc’teryx brand and Salomon footwear and ski gear. As a result, outdoor performance achieved $764.1M in sales during Q4, beating $737.5M estimates, while technical apparel sales of $1B topped $944.5M estimates, all of which fueled a 28% surge in net sales to $2.1B, $110M more than expected. The company’s profitability improved significantly as well, as adjusted net income nearly doubled to $176M, or $0.31 per share, 3 cents better than anticipated, contributing to a 140 basis point increase in adjusted gross margin to 57.8%. While adjusted operating profit increased 18% to $263M, adjusted operating margin was compressed by 110 basis points to 12.5% on a 490 basis point decline in outdoor performance adjusted operating margin. By region, sales were strongest in Asia Pacific (+53.1%) and Greater China (+41.8%), followed by EMEA (+21.4%) and the Americas (+18.3%). By channel, direct-to-consumer again outperformed with a 38.4% increase during the quarter, while wholesale sales were up 18.2%. “Ending 2025 with only 0.3x net leverage and more than $700 million operating cash flow, we believe our financial foundation has never been stronger. Looking ahead, given the continued momentum from our highest-margin Arc'teryx franchise, accelerating Salomon footwear growth, plus the solid foundation of our equipment franchises, we are confident in our ability to deliver another strong financial performance in 2026,” said Amer Sports CFO Andrew Page. For the current quarter, Amer Sports ( AS ) anticipates revenue growth of 22% to 24%, which translates into a range of $1.7978B to $1.827B, beating $1.755B estim...

By Ernest Scheyder Feb 24 (Reuters) - The Trump administration plans to use a Pentagon-created artificial intelligence program to help set reference prices for critical minerals as it works to build a

SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A GlobeNewswire

Meta Platforms to Deploy AMD Processors in Major Data Center Dea GuruFocus

Ferretti's core profit rises 6.7%, orders for made-to-measure yachts soar Reuters

JHVEPhoto/iStock Editorial via Getty Images If you had asked me several years ago if I would ever be a fan of the automotive space, my answer would have been a resounding no. It is a highly competitive market with low margins. It's capital intensive, which is not generally positive if you're looking at capturing market-beating returns in the long run. But over time, my attitude has changed some. One firm in particular that I have been bullish about for a while now is General Motors Company ( GM ). Some of this has been because of valuation. And some can be chalked up to the fact that the company seems to be quickly winning the electric vehicle market. Since I last reaffirmed the company as a ‘buy’ candidate back in July of last year, shares have risen by 58.4%. That is significantly greater than the 10.1% increase that the S&P 500 has seen over the same window of time. But even more impressive is what has transpired since I originally upgraded it to a ‘buy’ in April of 2024. Since then, the market is up 34%. However, shares of General Motors have risen by 91.1%. From a purely fundamental standpoint, one thing I will say is that the company has experienced a bit of weakness. And honestly, I think that investors would be wise to assume that this trend will be a problem throughout most of this year, if not all of it. Long term, I fully believe in the company and its prospects, especially when it comes to the electric vehicle market. But with economic conditions worsening and shares of the business no longer as cheap as they were in the past, I believe that downgrading it to a ‘hold’ is the appropriate choice. A great ride that is over… for now Author - SEC EDGAR Data As of this writing, the newest data that we have regarding General Motors covers through the final quarter of the company's 2025 fiscal year. The results for that quarter were released on January 27th, shortly before the market opened. Given the time that has passed, I don't think a formal earnings review ...

Verition Fund Management is signing a deal to license a technology platform that drove trading intelligence at Eisler Capital , a hedge fund that’s winding down. The Greenwich, Connecticut-based multistrategy hedge fund will pay an undisclosed amount to use Photon, a tech platform developed by Eisler under the leadership of Sam Wisnia , according to a person familiar with the matter and a staff memo sent on Tuesday. While Verition did not buy the platform outright after months of negotiations, the deal is tailored to the needs of the hedge fund, the person said, asking not to be identified because the details are private. Multistrategy hedge funds manage tens of billions of dollars across markets and they need a technology backbone to help support a complex operation where a lot of teams trade different assets at the same time. In a bid to stay coordinated, a firm typically relies on a shared and unified tech platform that pulls trades, positions and risks into one view, and also helps spot exposures quickly and scale without losing control. “We gain meaningful flexibility and autonomy while expanding our capabilities in a disciplined and cost controlled manner,” Verition said in the staff memo seen by Bloomberg News. Representatives for Verition and Eisler declined to comment. Eisler, which is closing down after a failed attempt to transform itself into a multistrategy investment firm, spent millions of dollars in a yearslong project to build Photon — an advanced bit of technology that slices and dices every bet placed by traders and provides live access to money made or lost and risk exposures. Verition has also hired several former Eisler employees familiar with Photon to help with seamless and expedited integration. “This initiative advances the next phase of our technology evolution,” Verition said in the memo. “This meaningfully elevates what we can achieve as a firm and further positions Verition for sustained success.” Eisler, founded by former Goldman Sachs...

NexPoint Residential Trust press release ( NXRT ): Q4 FFO of $0.52 misses by $0.08 . Revenue of $62.1M (-2.7% Y/Y) misses by $0.8M . Net loss attributable to common stockholders for the fourth quarter of 2025 totaled $10.3 million, or a loss of $0.41 per diluted share, which included $23.6 million of depreciation and amortization expense and $15.7 million of interest expense. For the fourth quarter of 2025, NOI was $37.1 million on 36 properties, compared to $38.9 million for the fourth quarter of 2024 on 35 properties. For the fourth quarter of 2025, Q4 Same Store NOI decreased 4.8% to $37.0 million, compared to $38.9 million for the fourth quarter of 2024. Core FFO totaled $16.5 million, or $0.65 per diluted share, compared to $17.7 million, or $0.68 per diluted share, for the fourth quarter of 2024. For the fourth quarter of 2025, AFFO totaled $19.1 million, or $0.75 per diluted share, compared to $20.3 million, or $0.78 per diluted share, for the fourth quarter of 2024. For the Year Ended December 31, 2026 Mid-Point Net loss $ (36,114) Depreciation and amortization 95,675 Adjustment for noncontrolling interests (235) FFO attributable to common stockholders 59,326 FFO per share - diluted (1) $ 2.31 vs. consensus of $2.44 Amortization of deferred financing costs 6,654 Mark-to-market adjustments of interest rate caps 16 Adjustment for noncontrolling interests (26) Core FFO attributable to common stockholders 65,970 Core FFO per share - diluted (1) $ 2.57 Equity-based compensation expense 11,053 Adjustment for noncontrolling interests (44) AFFO attributable to common stockholders 76,979 AFFO per share - diluted (1) $ 2.99 Weighted average common shares outstanding - diluted 25,719 Click to enlarge More on NexPoint Residential Trust NexPoint Residential Trust, Inc. (NXRT) Presents at REITworld: 2025 Annual Conference - Slideshow Seeking Alpha’s Quant Rating on NexPoint Residential Trust Historical earnings data for NexPoint Residential Trust Dividend scorecard for Ne...

Meta Announces Major Chips-for-Stock Deal With AMD The New York Times

在 诺和诺德 公司的下一代减肥药物CagriSema的试验结果令人失望之后，至少七位分析师下调了该公司的目标股价。 市场对该股的信心现已严重受挫，投资者开始质疑该药物的商业潜力。 而就在不到一个月前，该公司曾预测其2026年的销售额和利润将下降5%至13%。过去12个月里，该公司股价已下跌60%。 责任编辑：张俊 SF065

Amazon (AMZN) Stock: $12 Billion Louisiana Data Center Plan Explained Blockonomi

AMD, Meta announce 6-gigawatt AI infrastructure partnership Investing.com

Expeditors International of Washington ( EXPD ) board of directors authorized a new share repurchase program that permits the repurchase of up to $3B of the company's common stock. The plan will be effective upon expiration of the current authorization, allowing the company to repurchase outstanding shares down to 130M, which the board approved on February 19, 2024. Source: Press Release More on Expeditors Expeditors International of Washington, Inc. (EXPD) Discusses Supreme Court IEEPA Tariff Decision and Implications for Importers Transcript Expeditors International of Washington, Inc. (EXPD) Getting Started with the Customs ACE Portal: Key Features and Report Management Overview Transcript Expeditors International of Washington, Inc. (EXPD) Discusses Tariff Relief for DoD Contractors and Subs: DCMA Duty-Free Entry Explained Transcript Seeking Alpha’s Quant Rating on Expeditors Historical earnings data for Expeditors