STORY: Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms META.O over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm. "We continue to have these cross-currents, or you've heard them referenced as circularity types of arrangements in terms of capital structure and mo...
STORY: Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms META.O over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm. "We continue to have these cross-currents, or you've heard them referenced as circularity types of arrangements in terms of capital structure and money between these companies that are buying goods and services from one another," Mussio said. While a "net positive" for AMD, Mussio wondered whether this type of complex deal structure would lead investors to "pull on a string and see how far that ball of yarn unwinds."
Global Industrial press release ( GIC ): Q4 GAAP EPS of $0.38 beats by $0.06 . Revenue of $345.6M (+14.3% Y/Y) beats by $20.81M . Consolidated sales increased 4.8% to $1.38 billion in U.S. dollars compared to $1.32 billion last year and average daily sales increased 3.2% compared to prior year. Consolidated gross margin increased to 35.5% compared to 34.3% last year. Consolidated operating income ...
Global Industrial press release ( GIC ): Q4 GAAP EPS of $0.38 beats by $0.06 . Revenue of $345.6M (+14.3% Y/Y) beats by $20.81M . Consolidated sales increased 4.8% to $1.38 billion in U.S. dollars compared to $1.32 billion last year and average daily sales increased 3.2% compared to prior year. Consolidated gross margin increased to 35.5% compared to 34.3% last year. Consolidated operating income from continuing operations increased 21.2% to $97.6 million compared to $80.5 million last year. Net income per diluted share from continuing operations increased 17.8% to $1.85 compared to $1.57 last year. More on Global Industrial Global Industrial Looks Better Than A Typical Industrial Distributor Global Industrial Company: Tariffs Dampening Sentiment As Investors Wary Of Declining Growth (Rating Downgrade) Seeking Alpha’s Quant Rating on Global Industrial Historical earnings data for Global Industrial Dividend scorecard for Global Industrial
CeriBell press release ( CBLL ): Q4 GAAP EPS of -$0.36 beats by $0.05 . Revenue of $24.8M (+33.8% Y/Y) beats by $0.85M . More on CeriBell CeriBell, Inc. (CBLL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript CeriBell, Inc. (CBLL) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow CeriBell, Inc. (CBLL) Presents at Piper Sandler 37th Annual Healthcare Conferen...
CeriBell press release ( CBLL ): Q4 GAAP EPS of -$0.36 beats by $0.05 . Revenue of $24.8M (+33.8% Y/Y) beats by $0.85M . More on CeriBell CeriBell, Inc. (CBLL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript CeriBell, Inc. (CBLL) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow CeriBell, Inc. (CBLL) Presents at Piper Sandler 37th Annual Healthcare Conference - Slideshow Seeking Alpha’s Quant Rating on CeriBell Historical earnings data for CeriBell
Traders in US futures and options markets are piling on bets that the Federal Reserve will continue cutting rates into next year instead of raising them. Futures spreads linked to the Secured Overnight Financing Rate, which closely track expected Fed policy, are becoming deeply inverted — a sign that traders are starting to price a more prolonged central bank easing cycle. Until recently, traders ...
Traders in US futures and options markets are piling on bets that the Federal Reserve will continue cutting rates into next year instead of raising them. Futures spreads linked to the Secured Overnight Financing Rate, which closely track expected Fed policy, are becoming deeply inverted — a sign that traders are starting to price a more prolonged central bank easing cycle. Until recently, traders had been wagering that the central bank would resume hiking rates in 2027 after two quarter-point reductions by the end of this year. But a growing debate around the impact of artificial intelligence on the labor market is leading them to reassess this outlook. On Tuesday, Federal Reserve Governor Lisa Cook warned that the central bank may not be able to counter rising unemployment driven by the adoption of AI. The flattening move in SOFR spreads has accelerated since the end of last week, just as AI disruption fears took a toll on a swath of stocks, setting off a rally in long-dated Treasuries. “The question is how is AI going to be inflationary and maybe the long end of the curve is sniffing all of this out,” said Jack McIntyre , portfolio manager at Brandywine Global Investment Management. “The only inflationary aspect of AI is the building out of data centers and the associated energy needs, and that is known.” The 12-month December 2026 to 2027 SOFR spread dropped into negative on Friday with the inversion deepening on Tuesday to minus 8 basis points, in a sign that investors have flipped from pricing hikes in 2027 to pricing cuts. A record amount of just over 150,000 traded in the 12-month spread over Monday’s session. In the SOFR options market, a similar dovish theme is emerging in trades that are favoring hedging the prospect of multiple rate cuts this year. Those trades picked-up again on Tuesday with one position that’s looking to hedge for the policy rate falling to as low as 2% by the end of the year growing in size. Open interest in the December 98.00 calls ba...
Revolve Group press release ( RVLV ): Q4 GAAP EPS of $0.26 beats by $0.10 . Revenue of $324.37M (+10.4% Y/Y) beats by $18.32M . First Quarter 2026 Outlook Gross margin 52.8% to 53.3% Fulfillment expenses 3.2% of net sales Selling and distribution expenses 17.1% of net sales Marketing expenses 15.7% of net sales General and administrative expenses $40.5 million Click to enlarge 2025 2024 YoY Change...
Revolve Group press release ( RVLV ): Q4 GAAP EPS of $0.26 beats by $0.10 . Revenue of $324.37M (+10.4% Y/Y) beats by $18.32M . First Quarter 2026 Outlook Gross margin 52.8% to 53.3% Fulfillment expenses 3.2% of net sales Selling and distribution expenses 17.1% of net sales Marketing expenses 15.7% of net sales General and administrative expenses $40.5 million Click to enlarge 2025 2024 YoY Change (in thousands, except average order value and percentages) Active customers 2,841 2,668 6 % Total orders placed 2,445 2,172 13 % Average order value $ 296 $ 301 (2 %) Click to enlarge More on Revolve Group Revolve Group: Unlocking The Modern Consumer Opportunity Revolve Group, Inc. (RVLV) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript Revolve Group Q4 2025 Earnings Preview Top small-cap consumer discretionary stocks ranked by lowest RSI Seeking Alpha’s Quant Rating on Revolve Group
New Mountain Finance press release ( NMFC ): Q4 net investment income of $0.32. Net asset value of $11.52 per share compared to $12.06 per share as of September 30, 2025 More on New Mountain Finance New Mountain Finance: Baby Bonds Offer Attractive High-Yield Income Solution CEF CLO Vs. BDC Battle Part 1: Oxford Lane Capital Vs. New Mountain Financial New Mountain Finance: NAV Continues To Slide T...
New Mountain Finance press release ( NMFC ): Q4 net investment income of $0.32. Net asset value of $11.52 per share compared to $12.06 per share as of September 30, 2025 More on New Mountain Finance New Mountain Finance: Baby Bonds Offer Attractive High-Yield Income Solution CEF CLO Vs. BDC Battle Part 1: Oxford Lane Capital Vs. New Mountain Financial New Mountain Finance: NAV Continues To Slide Through Q3 (Rating Downgrade) Seeking Alpha’s Quant Rating on New Mountain Finance Historical earnings data for New Mountain Finance
The maxim, “The strong do what they can and the weak suffer what they must”, attributed to the Athenian historian Thucydides, described the reality of world politics for millennia. Today there are forces that wish to see a return to a world where “might equals right”. The European Union, born out of the ashes of war to secure lasting peace, stands for a different vision. We are convinced that the ...
The maxim, “The strong do what they can and the weak suffer what they must”, attributed to the Athenian historian Thucydides, described the reality of world politics for millennia. Today there are forces that wish to see a return to a world where “might equals right”. The European Union, born out of the ashes of war to secure lasting peace, stands for a different vision. We are convinced that the rules-based international order is a historic achievement. Despite not being perfect, this order and...
SomeMeans/iStock via Getty Images This article updates my review of September 2024 in light of current holdings and recent performance. PFFD strategy Global X U.S. Preferred ETF ( PFFD ) started investing operations on 09/11/2017 and tracks the ICE BofA Diversified Core U.S. Preferred Securities Index. PFFD has 208 holdings, a 30-day SEC yield of 6.20%, and a total expense ratio of 0.23%. Distribu...
SomeMeans/iStock via Getty Images This article updates my review of September 2024 in light of current holdings and recent performance. PFFD strategy Global X U.S. Preferred ETF ( PFFD ) started investing operations on 09/11/2017 and tracks the ICE BofA Diversified Core U.S. Preferred Securities Index. PFFD has 208 holdings, a 30-day SEC yield of 6.20%, and a total expense ratio of 0.23%. Distributions are paid monthly. Preferred stocks have priority over common stocks in the payment of dividends and proceeds of liquidation but are generally junior to debt and do not carry voting rights. They are considered hybrid assets, and their price behavior is between stocks and bonds. As described in the prospectus by Global X , The Underlying Index is designed to track the broad-based performance of the U.S. preferred securities market. The Underlying Index includes different categories of preferred stock, such as floating, variable and fixed-rate preferreds, cumulative and non-cumulative preferreds, and trust preferreds. Eligible securities must be listed in the U.S., denominated in U.S. dollars, have at least $50 million outstanding, and meet other requirements, in particular in price and liquidity. The index is weighted based on market capitalization, with a limit of 10% in any issuer. The portfolio turnover rate was 27% in the most recent fiscal year. Portfolio PFFD has 62% of its asset value in financial companies. Other sectors are below 14%. PFFD sector breakdown (Global X ETFs) Securities with an investment-grade rating (BBB- and above per S&P) represent 48.5% of assets. PFFD credit risk profile (Global X ETFs) The fund is quite concentrated, but company-specific risk is moderate. The top 10 issuers, listed in the next table, represent 38.6% of asset value, and they are all below 5% individually. Issuer Common stock %Weight* The Boeing Co. BA 4.64 NextEra Energy, Inc. NEE 4.61 Wells Fargo & Co. WFC 4.61 Bank of America Corp. BAC 4.58 Morgan Stanley MS 4.55 JPMorgan C...
Oracle Corporation (NYSE: ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026, Deadline The Globe and Mail
Oracle Corporation (NYSE: ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026, Deadline The Globe and Mail
Reported positive update from Phase 2 CRDF-004 trial in first-line RAS-mutated mCRC, with the 30 mg onvansertib + FOLFIRI/bev arm demonstrating: • Robust ORR of 72.2% (vs 43.2% with combined SoC of FOLFOX/bev and FOLFIRI/bev) • Significant improvement in PFS over combined SoC (HR: 0.37, p<0.05)
Reported positive update from Phase 2 CRDF-004 trial in first-line RAS-mutated mCRC, with the 30 mg onvansertib + FOLFIRI/bev arm demonstrating: • Robust ORR of 72.2% (vs 43.2% with combined SoC of FOLFOX/bev and FOLFIRI/bev) • Significant improvement in PFS over combined SoC (HR: 0.37, p<0.05)
NEWBURYPORT, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- UFP Technologies, Inc. (Nasdaq: UFPT), a contract development and manufacturing organization that specializes in single-use and single-patient medical devices, today reported 2025 net income of $68.3 million, 15.8% higher than net income of $59.0 million for 2024. Adjusted net income grew 12.7% to $76.1 million. Net sales for the year ended Dec...
NEWBURYPORT, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- UFP Technologies, Inc. (Nasdaq: UFPT), a contract development and manufacturing organization that specializes in single-use and single-patient medical devices, today reported 2025 net income of $68.3 million, 15.8% higher than net income of $59.0 million for 2024. Adjusted net income grew 12.7% to $76.1 million. Net sales for the year ended December 31, 2025 were $602.8 million, 19.5% higher than 2024 sales of $504.4 million. GAAP and adjusted earnings per diluted common share outstanding (“EPS”) for the year ended December 31, 2025 were $8.75 and $9.76, respectively.
Shares of MercadoLibre Inc. had their biggest intraday drop since 2024 after fourth-quarter net income missed analysts’ estimates as the company continued to invest heavily in its main business lines. The stock fell as much as 14% in New York on Wednesday after the Montevideo, Uruguay-based firm published its earnings results on Tuesday afternoon. MercadoLibre posted $559 million in net income, be...
Shares of MercadoLibre Inc. had their biggest intraday drop since 2024 after fourth-quarter net income missed analysts’ estimates as the company continued to invest heavily in its main business lines. The stock fell as much as 14% in New York on Wednesday after the Montevideo, Uruguay-based firm published its earnings results on Tuesday afternoon. MercadoLibre posted $559 million in net income, below the average forecast for $596 million, according to data compiled by Bloomberg. The company posted a 45% year-on-year increase in net revenue to $8.8 billion, beating consensus analyst estimates of $8.5 billion, as customers took advantage of free shipping perks in Brazil and piled into MercadoLibre’s credit offerings. That marks its 28th consecutive quarter of annual growth above 30%. Still, the company’s substantial investments into its core e-commerce business and its growing fintech unit were a drag on margins, prompting a negative market reaction and driving its shares to the lowest level since December 2024. “We consciously made decisions to invest in all things that make MercadoLibre the best marketplace,” Leandro Cuccioli , the company’s senior vice president of investor relations, said in an interview ahead of the release. “But of course in the short term, we’re very conscious that it has some impact on margin compression.” Itau BBA analyst Rodrigo Gastim said the major expenditures were “the right call” for the company. “MELI is once again sacrificing short-term profitability to reinforce its competitive moats,” he wrote in a note, adding that he sees any underperformance in the shares after the earnings release as a “good buy opportunity.” Argentina’s Richest Man Is Choosing to Leave on His Own Terms New CEO Vows to Keep $120 Billion MercadoLibre’s Relentless Pace While big investments eat into margins, MercadoLibre is under pressure to keep improving its services. There’s stiff competition from companies such as Amazon.com Inc., a global behemoth with a grow...
Leila Melhado/iStock Editorial via Getty Images Latin American e-commerce giant MercadoLibre ( MELI ) gained in postmarket trading on Tuesday after reporting revenue ahead of consensus estimates. Revenue jumped 44.6% from a year ago to $8.8B for the quarter and topped the consensus expectation by $300M. Gross merchandise volume on its platform rose 37% Y/Y, led by a 49% jump in Mexico and a 46% in...
Leila Melhado/iStock Editorial via Getty Images Latin American e-commerce giant MercadoLibre ( MELI ) gained in postmarket trading on Tuesday after reporting revenue ahead of consensus estimates. Revenue jumped 44.6% from a year ago to $8.8B for the quarter and topped the consensus expectation by $300M. Gross merchandise volume on its platform rose 37% Y/Y, led by a 49% jump in Mexico and a 46% increase in Brazil. Total payment volume was up 42% during the quarter to $83.7B. Net income of $559M was reported, while EPS of $11.03 missed the consensus mark by $0.41 and was lower than last year's level of $12.61. Free cash flow of $763M was generated during the quarter. MercadoLibre ( MELI ) noted that its value proposition is resonating in Mexico, where free shipping coverage is comparable to Brazil and fulfillment penetration reached a record high of nearly 80% in Q4. The company's subscription plan also stood out during the quarter. "MELI+ ended the year with accelerating subscriber growth, driven by two key initiatives in Brazil. First, the extension of fast shipping to items starting from R$19 (previously R$79), which reduced churn and increased conversion at key moments in the buying flow, particularly when the cost of a MELI+ Essencial subscription (R$9.90 per month) is equal to or lower than the shipping fee for atransaction. Second, the launch of MELI+ Mega, our premium tier that includes a content bundle with Disney+, Netflix, HBO Max, and Apple TV+." Shares of MercadoLibre ( MELI ) were up 3.0% in postmarket trading. More on MercadoLibre Mercado Libre: The Latin America Winner To Own Investing Experts Live: Beth Kindig And Andres Cardenal's Top Growth Picks For 2026 MercadoLibre: South America's E-Commerce And Fintech Leader Trading At A Discount MercadoLibre Q4 earnings on deck: What to expect MercadoLibre rallies as some traders speculate on a Venezuela boost
Lean hog futures are trading with $1.6 to $1.95 gains in the front months. USDA’s national base hog price was not reported on Tuesday morning, with the 5-day rolling average at $89.33. The CME Lean Hog Index was 22 cents higher on Feb 20 at $88.17. USDA’s pork carcass cutout...
Lean hog futures are trading with $1.6 to $1.95 gains in the front months. USDA’s national base hog price was not reported on Tuesday morning, with the 5-day rolling average at $89.33. The CME Lean Hog Index was 22 cents higher on Feb 20 at $88.17. USDA’s pork carcass cutout...
China's top chipmakers, including SMIC and Hua Hong Semiconductor, are aiming to boost their output of advanced semiconductors to meet burgeoning artificial intelligence demand, Nikkei said on Wednesday citing sources. Semiconductor Manufacturing International Co (SMIC), Hua Hong and several Huawei-linked chipmakers are expanding or aiming to start production of chips with the most advanced ...
China's top chipmakers, including SMIC and Hua Hong Semiconductor, are aiming to boost their output of advanced semiconductors to meet burgeoning artificial intelligence demand, Nikkei said on Wednesday citing sources. Semiconductor Manufacturing International Co (SMIC), Hua Hong and several Huawei-linked chipmakers are expanding or aiming to start production of chips with the most advanced technology available, including on the 7-nanometer (nm) or even 5-nm performance level, Nikkei said.
Earnings Call Insights: Helix Energy Solutions Group, Inc. (HLX) Q4 2025 Management View CEO Owen Kratz announced his retirement, with the Board currently implementing a succession plan and working with outside advisers to ensure business continuity. Kratz stated, "We exit 2025 with the strong balance sheet, as mentioned, with negative net debt and a significant cash position. Helix financial stre...
Earnings Call Insights: Helix Energy Solutions Group, Inc. (HLX) Q4 2025 Management View CEO Owen Kratz announced his retirement, with the Board currently implementing a succession plan and working with outside advisers to ensure business continuity. Kratz stated, "We exit 2025 with the strong balance sheet, as mentioned, with negative net debt and a significant cash position. Helix financial strength continues as we expect another year of strong free cash flow generation, leading to a potential cash balance approaching $600 million by the end of 2026." The fourth quarter marked the company's highest Q4 earnings since 2013, with revenues of $334 million, gross profit of $51 million, net income of $8 million, adjusted EBITDA of $74 million, and positive free cash flow of $107 million. COO Scott Sparks highlighted improved results in the Gulf of America shelf and successful contract transitions in Brazil and the North Sea, stating, "Our fourth quarter results were better than expected despite the continued low cost stacking of the Seawell and lower utilization for the Q4000 in the Gulf of America." CFO Erik Staffeldt emphasized the company's robust liquidity position, reporting, "Our cash and liquidity remains strong with increased cash and cash equivalents of $445 million and increased liquidity of $554 million at year-end." The company announced the reactivation of the Seawell vessel, securing a multiyear P&A contract in the North Sea, and the successful transition of the Sea Helix 1 to a 3-year Petrobras contract. Outlook Management provided 2026 guidance with revenue between $1.2 billion and $1.4 billion, EBITDA in the range of $230 million to $290 million, CapEx of $70 million to $80 million, and free cash flow of $100 million to $160 million. Staffeldt noted, "Our outlook for '26 is impacted by 2 distinct events causing year-over-year EBITDA reductions in the range of $40 million. Earlier this month, we completed the successful workover of the Thunder Hawk Field...
In this article WDAY Follow your favorite stocks CREATE FREE ACCOUNT Aneel Bhusri, co-founder of Workday, speaks at the Workday Charity Classic on the Stanford University golf course in Stanford, California, on Aug. 28, 2024. David Paul Morris | Bloomberg | Getty Images Workday shares fell 7% in extended trading on Tuesday after the human resources and finance software maker reported light quarter...
In this article WDAY Follow your favorite stocks CREATE FREE ACCOUNT Aneel Bhusri, co-founder of Workday, speaks at the Workday Charity Classic on the Stanford University golf course in Stanford, California, on Aug. 28, 2024. David Paul Morris | Bloomberg | Getty Images Workday shares fell 7% in extended trading on Tuesday after the human resources and finance software maker reported light quarterly guidance. Here's how the company performed relative to LSEG consensus: Earnings per share: $2.47 adjusted vs. $2.32 expected Revenue: $2.53 billion vs. $2.52 billion expected Workday's revenue grew 14.5% year over year in the fiscal fourth quarter, which ended on Jan. 31, according to a statement . Net income of $145 million, or 55 cents per share, was up from $94 million, or 35 cents per share, in the same period a year earlier. Adjusted earnings per share excludes the impact from stock-based compensation expense. Workday called for a 30.5% adjusted operating margin with $2.335 billion in subscription revenue for the fiscal first quarter. Analysts polled by StreetAccount had been looking for a 30.9% margin and $2.35 billion in subscription revenue. For the 2027 fiscal year, Workday sees an adjusted operating margin of 30%, with $9.93 billion to $9.95 billion in subscription revenue, which implies 12% to 13% growth. Read more CNBC tech news Waymo opens robotaxi service to 'select riders' in Houston, Dallas, San Antonio and Orlando Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs Uber acquiring parking app SpotHero as it moves beyond ride-hailing and food delivery Tesla sues California DMV to reverse ruling that company engaged in false advertising on FSD Investors have become more concerned in recent weeks that artificial intelligence models could constrain growth for major software companies. As of Tuesday's close, Workday shares were down 39% for 2026, which would be the sharpest decline on file since the company went public in...
In trading on Tuesday, shares of LGI Homes, Inc. (Symbol: LGIH) crossed below their 200 day moving average of $52.63, changing hands as low as $52.40 per share. LGI Homes, Inc. shares are currently trading down about 1.3% on the day. The chart below shows the one year performa
In trading on Tuesday, shares of LGI Homes, Inc. (Symbol: LGIH) crossed below their 200 day moving average of $52.63, changing hands as low as $52.40 per share. LGI Homes, Inc. shares are currently trading down about 1.3% on the day. The chart below shows the one year performa