Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the fourth quarter, the S&P 500 returned 2.65%, resulting in a full-year return of 17.9% for 2025. Over the last three years, the Index has achieved annual growth of […]
Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the fourth quarter, the S&P 500 returned 2.65%, resulting in a full-year return of 17.9% for 2025. Over the last three years, the Index has achieved annual growth of […]
Information Commissioner’s Office imposes largest fine yet for a breach of children’s privacy The UK information regulator has fined the social news service Reddit £14.5m for using the data of children under the age of 13 unlawfully and potentially exposing them to inappropriate and harmful content. The hefty punishment from the Information Commissioner’s Office (ICO) is the largest fine yet for a...
Information Commissioner’s Office imposes largest fine yet for a breach of children’s privacy The UK information regulator has fined the social news service Reddit £14.5m for using the data of children under the age of 13 unlawfully and potentially exposing them to inappropriate and harmful content. The hefty punishment from the Information Commissioner’s Office (ICO) is the largest fine yet for a breach of children’s privacy and comes after the US-based company introduced age checks in July, including age verification to access mature content. Prior to this, the ICO said, there were “a large number of children under 13 on the platform and Reddit did not have a lawful basis for processing their personal information”. Continue reading...
PM Images/DigitalVision via Getty Images I have already mentioned several short squeeze ideas this year, including Enphase Energy ( ENPH ) here and Robert Half ( RHI ) here . A third choice is Acadia Healthcare Company, Inc. ( ACHC ). Acadia Healthcare may possess the most intriguing chart pattern and background story for an immediate rise in price. Famed hedge fund investor David Einhorn has acqu...
PM Images/DigitalVision via Getty Images I have already mentioned several short squeeze ideas this year, including Enphase Energy ( ENPH ) here and Robert Half ( RHI ) here . A third choice is Acadia Healthcare Company, Inc. ( ACHC ). Acadia Healthcare may possess the most intriguing chart pattern and background story for an immediate rise in price. Famed hedge fund investor David Einhorn has acquired a large stake. Plus, the company replaced its CEO in January with previous top manager Debra Osteen, in an effort to halt a massive implosion in the stock quote over the past 18 months. ACHC shares fell from $82 in September 2024 all the way down to $11 at the bottom several weeks ago. To me, it appears the huge sold-short position (representing 29.1% of outstanding shares) is completely trapped, especially if positive news from operations is coming this year. The knock on the company has been an excessive rate of capital spending to grow its footprint of mental health hospitals since 2024. In November, management announced it was slashing CapEx spending in 2026 by a whopping $300 million to better balance incoming annual cash flows with new construction dollars. YCharts - Acadia Healthcare, Share Price vs. Short Interest, 5 Years I personally consider any short position of 5% or greater on outstanding counts to be abnormally unbalanced. So, 29% placed ACHC in the nosebleed section on Wall Street currently. Interestingly for bulls and buyers considering the stock for purchase, most of the jump in short positioning has taken place since November, without exerting substantial downward pressure on price. The conclusion is plenty of value investors and strong-hand holders have stepped up to acquire the extra supply from shorts. YCharts - Acadia Healthcare, Share Price vs. Short Interest, 6 Months, Author Reference My question is what happens to price when shorts unwind their positions and cover (adding buying volumes) while limited share supply exists in the near future? T...
John M. Chase/iStock Unreleased via Getty Images My previous Rocket Lab Corporation ( RKLB ) coverage was a Buy rating shared just before Christmas , and this stock delivered a quite solid rally from $73 to almost $90 within a month. However, the market sentiment has cooled down since late January, and now RKLB trades at $70. Therefore, from the share price perspective, the bullish thesis did not ...
John M. Chase/iStock Unreleased via Getty Images My previous Rocket Lab Corporation ( RKLB ) coverage was a Buy rating shared just before Christmas , and this stock delivered a quite solid rally from $73 to almost $90 within a month. However, the market sentiment has cooled down since late January, and now RKLB trades at $70. Therefore, from the share price perspective, the bullish thesis did not age quite well. However, if we speak of fundamentals, Rocket Lab looks all good. The Electron launch cadence remains quite impressive, which means that the company continues fortifying its position in the small satellite launch market. The company's earnings release is around the corner, and I think that it can be a powerful catalyst to help RKLB resume its impressive share price growth trajectory. There are various reasons to believe that it will be a solid Q4 earnings release. In the current market, there might be a muted post-earnings reaction. However, from the long-term perspective, RKLB remains a Buy. RKLB Q4 earnings preview Rocket Lab Corporation is scheduled to release its Q4 earnings on February 26, after the market closes. Wall Street analysts project RKLB's Q4 revenue to hit $178 million, which will be another record-breaking quarter from the top-line perspective. It will be a 35% YoY increase, which will be a deceleration compared to a 48% revenue spike in Q3. However, the expected Q4 revenue growth will be approximately in line with Q1 and Q2, which means that revenue growth momentum remains strong and stable. Seeking Alpha Volatility from the adjusted EPS perspective is expected to continue with a projected -$0.05 EPS, which will be slightly worse compared to Q3 despite the expected 15% sequential revenue growth. Bottom-line volatility does not look like a big problem at the moment because the company is young and it experiences aggressive revenue growth. However, if the management outlines some kind of a roadmap to achieving positive EPS during the earnings ...
Genuine Parts Company ( GPC ) landed an upgrade from Raymond James on Tuesday to a Strong Buy rating in a two-notch bump from Market Perform. Analyst Sam Darkatsh and his team think the recent share price underperformance has resulted in an attractive risk-reward ratio on the auto retail stock. Darkatsh noted Genuine Parts ( GPC ) is undergoing a strategic transformation via the upcoming business ...
Genuine Parts Company ( GPC ) landed an upgrade from Raymond James on Tuesday to a Strong Buy rating in a two-notch bump from Market Perform. Analyst Sam Darkatsh and his team think the recent share price underperformance has resulted in an attractive risk-reward ratio on the auto retail stock. Darkatsh noted Genuine Parts ( GPC ) is undergoing a strategic transformation via the upcoming business separation. "GPC shares are off ~20% since the 4Q print despite announcing the separation of its auto and industrial businesses. We now view the setup as constructively asymmetric based on conservative sum-of-the-parts math," he wrote. Genuine Parts ( GPC ) plans to separate into two independent, publicly traded companies by carving its current operations into a dedicated Global Automotive business and a standalone Global Industrial business through a tax-free spin-style transaction targeted for completion in 1Q27 Darkatsh thinks the separation gives investors a clear timeline to value creation, especially with investor days scheduled for both businesses in the second half of 2026. "Near-term sentiment may be pressured by a soft automotive end market, but we believe investors will better realize GPC’s value as the targeted completion of the separation approaches (1Q27)," he noted. Shares of Genuine Parts ( GPC ) are down 5.5% on a year-to-date basis. More on Genuine Parts Genuine Parts: Strategic Separation Unlocks Optionality, But Execution And Valuation Keep Us Neutral (Rating Downgrade) Genuine Parts: Bumpy Q4 In Automotive Genuine Parts Company (GPC) Q4 2025 Earnings Call Transcript Genuine Parts Company outlines plan to separate automotive and industrial businesses targeting Q1 2027 completion Genuine Parts falls after earnings, business separation update
TORONTO, ONTARIO - NOVEMBER 01: Shohei Ohtani #17 of the Los Angeles Dodgers reacts after hitting a single against the Toronto Blue Jays during the fifth inning in game seven of the 2025 World Series at Rogers Center on November 01, 2025 in Toronto, Ontario. (Photo by Emilee Chinn/Getty Images) Major League Baseball wants more of a footprint on TikTok. Just in time for spring training, the two com...
TORONTO, ONTARIO - NOVEMBER 01: Shohei Ohtani #17 of the Los Angeles Dodgers reacts after hitting a single against the Toronto Blue Jays during the fifth inning in game seven of the 2025 World Series at Rogers Center on November 01, 2025 in Toronto, Ontario. (Photo by Emilee Chinn/Getty Images) Major League Baseball wants more of a footprint on TikTok. Just in time for spring training, the two companies announced Tuesday they were partnering to expand baseball content on TikTok, including creating an MLB hub in the app and, of course, bringing in more influencers. Baseball is coming back after a season that was especially culturally relevant . The World Series last fall had its highest viewership in years, and an increasingly international audience tuned in to watch the Los Angeles Dodgers beat the Toronto Blue Jays after seven games and extra innings. There was a surge in interest on TikTok, too: The company says posts that includ … Read the full story at The Verge.
SAN FRANCISCO, February 24, 2026--Sigma, a leader in AI applications for business, today announced preliminary business results for the fiscal year ending January 31, 2026, highlighting record momentum in revenue and customer adoption. Sigma achieved ARR growth of more than 100% year over year, driven by both new customer demand and expanding usage across existing enterprises.
SAN FRANCISCO, February 24, 2026--Sigma, a leader in AI applications for business, today announced preliminary business results for the fiscal year ending January 31, 2026, highlighting record momentum in revenue and customer adoption. Sigma achieved ARR growth of more than 100% year over year, driven by both new customer demand and expanding usage across existing enterprises.
The ROG Flow Z13-KJP gaming tablet reflects the true spirit of play and discovery, as symbolized by Ludens, now available for pre-order in CanadaKEY POINTS Cutting-edge gaming hardware meets visionary storytelling: ROG joins forces with KOJIMA PRODUCTIONS — For Ludens Who DareConcept art sketched by Yoji Shinkawa: The unique build uses new materials and design elements to perfectly blend art and t...
The ROG Flow Z13-KJP gaming tablet reflects the true spirit of play and discovery, as symbolized by Ludens, now available for pre-order in CanadaKEY POINTS Cutting-edge gaming hardware meets visionary storytelling: ROG joins forces with KOJIMA PRODUCTIONS — For Ludens Who DareConcept art sketched by Yoji Shinkawa: The unique build uses new materials and design elements to perfectly blend art and technologyPlay and create anywhere: AMD Ryzen™ AI Max+ 395 processor with Radeon™ 8060S Graphics and
Nvidia (NASDAQ: NVDA) is entering a pivotal moment as Vera Rubin promises lower AI costs, stronger hyperscaler demand, and sustained high margins. With earnings ahead and valuation compressed, I explain why this could be the setup for Nvidia's next major rally and what risks investors need to weigh carefully. Stock prices used were the market prices of Feb. 13, 2026. The video was published on Feb...
Nvidia (NASDAQ: NVDA) is entering a pivotal moment as Vera Rubin promises lower AI costs, stronger hyperscaler demand, and sustained high margins. With earnings ahead and valuation compressed, I explain why this could be the setup for Nvidia's next major rally and what risks investors need to weigh carefully. Stock prices used were the market prices of Feb. 13, 2026. The video was published on Feb. 23, 2026. Continue reading
(RTTNews) - DigitalOcean Holdings, Inc. (DOCN), a cloud computing platform, on Tuesday reported higher fourth-quarter earnings and revenue, and issued guidance for the current quarter and full year.
(RTTNews) - DigitalOcean Holdings, Inc. (DOCN), a cloud computing platform, on Tuesday reported higher fourth-quarter earnings and revenue, and issued guidance for the current quarter and full year.
creisinger/iStock Editorial via Getty Images GE Aerospace ( GE ) tapped Palantir Technologies ( PLTR ) as part of a new U.S. defense contract aimed at boosting readiness for the Air Force’s T-38 training fleet, marking the first digitally enabled TrueChoice Defense agreement for the J85 engine. The maker of jet engines said it has been awarded a contract by the Defense Logistics Agency to improve ...
creisinger/iStock Editorial via Getty Images GE Aerospace ( GE ) tapped Palantir Technologies ( PLTR ) as part of a new U.S. defense contract aimed at boosting readiness for the Air Force’s T-38 training fleet, marking the first digitally enabled TrueChoice Defense agreement for the J85 engine. The maker of jet engines said it has been awarded a contract by the Defense Logistics Agency to improve sustainment of the J85 engine, which powers the Air Force’s primary training aircraft. Under the initial seven-month agreement, which includes a four-year, five-month option period, GE ( GE ) will deliver fleet management and supply optimization capabilities to support the Air Force’s training mission. The program uses artificial intelligence and advanced data analytics to consolidate information across the U.S. Air Force, the Defense Logistics Agency and GE ( GE ). The platform is designed to predict parts demand, identify emerging supply chain constraints and give users a comprehensive operational view to enable faster decision-making and more efficient engine sustainment. The TrueChoice Defense agreement is a performance-based way of using AI-driven analytics and integrated enterprise data to predict parts demand, reduce supply chain constraints and improve readiness across military engine fleets. “This contract directly supports increased readiness for the J85 engine and the U.S. Air Force’s primary training fleet,” Asha Belarski, general manager of customer support and sustainment for defense and systems at GE ( GE ), said in a statement. “By integrating data across the enterprise and applying AI to predict demand and identify constraints earlier, we are helping the Air Force keep more aircraft available to ensure our airmen get the training required to execute on their mission.” The award follows a test program that integrated data from multiple organizations responsible for managing more than 6,000 individual J85 engine parts. According to GE ( GE ), the effort demon...
creisinger/iStock Editorial via Getty Images GE Aerospace ( GE ) tapped Palantir Technologies ( PLTR ) as part of a new U.S. defense contract aimed at boosting readiness for the Air Force’s T-38 training fleet, marking the first digitally enabled TrueChoice Defense agreement for the J85 engine. The maker of jet engines said it has been awarded a contract by the Defense Logistics Agency to improve ...
creisinger/iStock Editorial via Getty Images GE Aerospace ( GE ) tapped Palantir Technologies ( PLTR ) as part of a new U.S. defense contract aimed at boosting readiness for the Air Force’s T-38 training fleet, marking the first digitally enabled TrueChoice Defense agreement for the J85 engine. The maker of jet engines said it has been awarded a contract by the Defense Logistics Agency to improve sustainment of the J85 engine, which powers the Air Force’s primary training aircraft. Under the initial seven-month agreement, which includes a four-year, five-month option period, GE ( GE ) will deliver fleet management and supply optimization capabilities to support the Air Force’s training mission. The program uses artificial intelligence and advanced data analytics to consolidate information across the U.S. Air Force, the Defense Logistics Agency and GE ( GE ). The platform is designed to predict parts demand, identify emerging supply chain constraints and give users a comprehensive operational view to enable faster decision-making and more efficient engine sustainment. The TrueChoice Defense agreement is a performance-based way of using AI-driven analytics and integrated enterprise data to predict parts demand, reduce supply chain constraints and improve readiness across military engine fleets. “This contract directly supports increased readiness for the J85 engine and the U.S. Air Force’s primary training fleet,” Asha Belarski, general manager of customer support and sustainment for defense and systems at GE ( GE ), said in a statement. “By integrating data across the enterprise and applying AI to predict demand and identify constraints earlier, we are helping the Air Force keep more aircraft available to ensure our airmen get the training required to execute on their mission.” The award follows a test program that integrated data from multiple organizations responsible for managing more than 6,000 individual J85 engine parts. According to GE ( GE ), the effort demon...
Alex Wong The U.S. economy has stopped making progress on inflation and urged the Federal Reserve to pay attention, Chicago Fed President Austan Goolsbee said on Tuesday. "Stalling out at 3% is not a safe place to be for a myriad of reasons we know all too well," he said in a speech at the National Association for Business Economics Conference. "We need to make more progress." Overall, though, he ...
Alex Wong The U.S. economy has stopped making progress on inflation and urged the Federal Reserve to pay attention, Chicago Fed President Austan Goolsbee said on Tuesday. "Stalling out at 3% is not a safe place to be for a myriad of reasons we know all too well," he said in a speech at the National Association for Business Economics Conference. "We need to make more progress." Overall, though, he believes the U.S. economy is strong. "For all the talk about artificial intelligence data centers, I believe the main driver of growth in the economy in the last year was solid, broad-based consumer spending," he said. While there have been large investments in AI, it's not boosting GDP growth much yet. A recent Fed paper on AI investment in data centers estimated that AI accounted for "a tad over four-tenths of GDP growth in 2025, but that properly subtracting off the imported content meant that the net impact of data center investment cut it by more than half — to less than two-tenths of a percentage point." He said the labor market has "mostly held steady, despite low headline job numbers." He's optimistic that there can be more rate cuts this year, "but that hinges on seeing actual progress on inflation that shows we are on a path back to 2%," he said. Still, he's wary about front-loading too many rate cuts. "In every economic survey we have seen and in the many meetings we have had with businesses and consumers across the Seventh District, people express that prices are one of their most pressing concerns," Goolsbee said. "Let’s pay attention." While there is a wealth effect at play, some descriptions of the K-shaped economy are overstated, he said. "It's hard to have consumer spending growing at a 3% rate without it being spread" beyond just the top 1% of the income spectrum, Goolsbee said . Furthermore, consumer spending growth indicates that the job market is stronger than headline numbers would suggest. More on Monetary Policy Fed's Waller isn't sure how to think a...
Apple (AAPL.US) is strongly supporting the return of manufacturing to the United States. The Mac mini, which gained popularity due to OpenClaw, will soon be manufactured in the U.S. 富途牛牛
Apple (AAPL.US) is strongly supporting the return of manufacturing to the United States. The Mac mini, which gained popularity due to OpenClaw, will soon be manufactured in the U.S. 富途牛牛
Loop Capital sees key headwinds easing as catalysts materialize for Qualcomm . The investment firm upgraded the semiconductor company to a buy rating from hold. Analyst Gary Mobley also hiked his price target to $185 from $140. That implies upside of 32%. Shares of Qualcomm are down 13% over the past 12 months and have tumbled 18% this year alone. QCOM 1Y mountain QCOM 1Y chart "There are many rea...
Loop Capital sees key headwinds easing as catalysts materialize for Qualcomm . The investment firm upgraded the semiconductor company to a buy rating from hold. Analyst Gary Mobley also hiked his price target to $185 from $140. That implies upside of 32%. Shares of Qualcomm are down 13% over the past 12 months and have tumbled 18% this year alone. QCOM 1Y mountain QCOM 1Y chart "There are many reasons why QCOM's shares have underperformed the chip sector on a YTD, 1-yr-, 3-yr & 5-yr basis. Most obvious, the company is not a data center AI beneficiary, at least not yet. YTD, the share price underperformance has been fueled by a perfect storm of circumstances," the analyst wrote. He added that, however, memory chips will not remain in short supply forever, and believes that the stock market should recover accordingly from this initial stock. When relief comes, Qualcomm shares should benefit, he wrote. Mobley also expects another catalyst to come from Qualcomm's next analyst day, most likely to be held in early June. There, he believes the team will highlight progress in growing its non-smartphone revenue and provide more details on its data center roadmap. "This revenue diversity away from Smartphones should be key for QCOM shares to re-rate higher," Mobley wrote. The analyst also foresees the company announcing another data center customer ahead of this analyst day. Mobley believes that several key headwinds facing Qualcomm should also ease by next year. For instance, the company's sales to Samsung should stabilize, while chip shipments to Apple will fall below 10% of total revenue, meaning that Qualcomm's declining chip sales to the iPhone maker will already be somewhat priced in. At the same time, the analyst believes that investors are likely to gain confidence as Qualcomm's automotive and Internet of Things businesses grow to rival or surpass handset sales by fiscal 2029, marking a key milestone in the company's diversification strategy.