KanawatTH Oddity Tech ( ODD ) slumped in early trading on Wednesday despite beating estimates on both lines of its fourth-quarter earnings report. Investors were rattled when the company set Q1 guidance well below expectations due to a “dislocation” in the account with its largest advertising partner that it believes was driven by algorithm changes that diverted it to lower quality auctions at abn...
KanawatTH Oddity Tech ( ODD ) slumped in early trading on Wednesday despite beating estimates on both lines of its fourth-quarter earnings report. Investors were rattled when the company set Q1 guidance well below expectations due to a “dislocation” in the account with its largest advertising partner that it believes was driven by algorithm changes that diverted it to lower quality auctions at abnormally high costs. Q1 revenue is anticipated to decline approximately 30% year over year. "This is resulting in significant increases in new user acquisition costs that are not correlated with the market or our historical experience. We believe we recently identified the root cause of the problem and have already implemented significant actions that we hope will drive meaningful progress in Q2 and return our acquisition costs to normal levels in Q3 or Q4," warned CEO Oran Holtzman. "Despite this headwind, there is no change to strategy or long-term growth focus. The underlying metrics of our business, including net revenue repeat rates as a key indicator of customer demand, remain very strong," he added. Shares of Oddity Tech ( ODD ) were down 37.4% to $18.16 in the premarket session, which is the stock's lowest trading level ever. More on Oddity Tech Oddity Tech: No Fundamental Weakness Seen; I Reiterate Buy Oddity Tech beats top-line and bottom-line estimates; sees Q1 revenue to decline about 30% Y/Y Oddity Tech Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Oddity Tech Historical earnings data for Oddity Tech
Dine Brands Global press release ( DIN ): Q4 Non-GAAP EPS of $1.46 beats by $0.40 . Revenue of $217.6M (+6.3% Y/Y) misses by $8.67M . Financial Performance Guidance for 2026: • Applebee’s domestic system-wide comparable same-restaurant sales performance is expected to range between 0% and 2%. Click to enlarge • IHOP’s domestic system-wide comparable same-restaurant sales performance is expected to...
Dine Brands Global press release ( DIN ): Q4 Non-GAAP EPS of $1.46 beats by $0.40 . Revenue of $217.6M (+6.3% Y/Y) misses by $8.67M . Financial Performance Guidance for 2026: • Applebee’s domestic system-wide comparable same-restaurant sales performance is expected to range between 0% and 2%. Click to enlarge • IHOP’s domestic system-wide comparable same-restaurant sales performance is expected to range between 0% and 2%. Click to enlarge • Domestic development activity for Applebee’s is expected to be between 15 and 5 net fewer restaurants. Click to enlarge • Domestic development activity for IHOP is expected to be between 10 net fewer restaurants and 10 net new openings. Click to enlarge • Our domestic development activity includes at least 50 domestic dual-branded openings, primarily driven by franchisees. Click to enlarge • Consolidated adjusted EBITDA is expected to range between approximately $220 million and $230 million. Our outlook reflects the positive trends in our franchise business and modest improvement in our company-owned restaurants which is based on our existing portfolio. Click to enlarge • G&A expenses are expected to range between approximately $205 million and $210 million. This total includes non-cash stock-based compensation expense and depreciation of approximately $35 million. Click to enlarge • Capital expenditures are expected to range between approximately $25 million and $35 million. Click to enlarge More on Dine Brands Global Dine Brands: The Dual-Branded Catalyst Is Real, But Timing Now Matters (Rating Downgrade) Dine Brands Global, Inc. (DIN) Presents at KeyBanc Capital Markets Consumer Conference 2025 Transcript Dine Brands Global, Inc. (DIN) Presents at Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 Transcript Dine Brands Global falls after sluggish quarter for Applebee's Dine Brands Global Q4 2025 Earnings Preview
The new year is not off to a good start. In January, US president Donald Trump ordered the abduction of Venezuelan President Nicolas Maduro and now there is a massive US military build-up in the Middle East, apparently aimed at Iran. One aircraft carrier strike group has arrived in the region, with another one on the way. However, there does appear to be a silver lining to the stand-off. Unlike la...
The new year is not off to a good start. In January, US president Donald Trump ordered the abduction of Venezuelan President Nicolas Maduro and now there is a massive US military build-up in the Middle East, apparently aimed at Iran. One aircraft carrier strike group has arrived in the region, with another one on the way. However, there does appear to be a silver lining to the stand-off. Unlike last year, when US bombers struck Iranian nuclear facilities during the conflict between Iran and...
z1b/iStock via Getty Images Introduction 2026 has gotten off somewhat to a rocky start. At the time of writing, the S&P ( SP500 ) is in the red, driven by the decline in Technology ( XLK ) stocks as AI disruption fears in software continue to spook investors. But investors should view this as a buying opportunity. As Warren Buffett once said: I love when the things I buy go down. It means I can ge...
z1b/iStock via Getty Images Introduction 2026 has gotten off somewhat to a rocky start. At the time of writing, the S&P ( SP500 ) is in the red, driven by the decline in Technology ( XLK ) stocks as AI disruption fears in software continue to spook investors. But investors should view this as a buying opportunity. As Warren Buffett once said: I love when the things I buy go down. It means I can get more for my money. While all stocks rise and fall, quality stocks rarely stay down long. And going forward, I believe these 2 stocks will reward investors with solid capital appreciation in the next 12 to 24 months. Furthermore, both offer more than 30% upside to their price targets. In this article, I discuss the two quality stocks, and why long-term investors should consider adding them to their portfolio. Volatile 2026 So Far After closing up over 16% in 2025, 2026 has been rocky, mainly due to AI disruption. Software stocks have sold off. AI has also been causing disruption in the labor market. In January, we saw the highest amount of layoffs since the Great Financial Crisis in 2009. And for the rest of the year, I think this is likely to continue as companies integrate AI into their businesses to save on costs. This means we are likely to see more layoffs as companies look to reduce headcount. Employees are usually a company's biggest expense. With inflation still stubborn and tariffs impacting several businesses, this is one way to navigate the current tough economic landscape. But with volatility comes opportunity. And these two companies I discuss today should reward long-time investors for many years to come. #1 Netflix ( NFLX ) The first company on the list is streaming giant, Netflix. Most are likely familiar with the back-and-forth tug-of-war they have going on with Paramount Skydance Corp. ( PSKY ) to acquire Warner Bros. Discovery ( WBD ). Due to uncertainty surrounding the acquisition, Netflix is currently down over 30% in the past 6 months. Long-term inves...
hapabapa/iStock Editorial via Getty Images This article was written by Kody Kester (Kody's Dividends). As an investor and an analyst, my job is to own/cover quality businesses where there is a divergence between fundamentals and sentiment. When I refer to quality, I mean leading companies with promising growth trajectories that can be sustained. I'm also talking about businesses with immense cash ...
hapabapa/iStock Editorial via Getty Images This article was written by Kody Kester (Kody's Dividends). As an investor and an analyst, my job is to own/cover quality businesses where there is a divergence between fundamentals and sentiment. When I refer to quality, I mean leading companies with promising growth trajectories that can be sustained. I'm also talking about businesses with immense cash flows and investment-grade balance sheets. In my view, buying these types of companies when the market is worried about their future is the blueprint for investing success. That brings me to today's topic, which is Amazon ( AMZN ). When I last covered it with a "Strong Buy" rating in November , I thought AWS was prudently addressing AWS constraints. Amazon Prime continued to draw in customers, which I believed would power future growth in its advertising business. I also liked Amazon's positive net cash/cash equivalents and marketable securities position. Closing out my very bullish stance, the stock's shares were extremely discounted. Since that time, the market has given us a classic "careful what you wish for" scenario. Amazon did exactly what I hoped. It leaned into growth investments with a massive infrastructure build-out. That produced the fastest AWS growth since 2022. Other aspects of the business also performed exceptionally well. Thus, warranting the $200 billion capex guidance for 2026, in my opinion. Yet, the market wasn't happy with this announcement. This capex fear has created a historical anomaly. For the first time since 2010 (before most people ever heard of AWS), Amazon can be scooped up at a low double-digit forward 12-month operating cash flow multiple. That's a 40%+ discount to my updated fair value estimate. As a result, this generational opportunity is why I'm reaffirming my "Strong Buy" rating. The Growth Engine Is Chugging Along Amazon Q4 2025 Earnings Presentation On Feb. 5, Amazon shared its financial results for the fourth quarter ended Dec. 31...
Simonkolton/iStock via Getty Images Introduction I don’t have the data to back it up (what a way to start an article), but I believe the market, in general, has become much more challenging compared to what we have been dealing with before the pandemic. Although the market has always been impacted by unusual developments like the 2008 Housing Crisis, the 2011 Debt Crisis, and other issues, it seem...
Simonkolton/iStock via Getty Images Introduction I don’t have the data to back it up (what a way to start an article), but I believe the market, in general, has become much more challenging compared to what we have been dealing with before the pandemic. Although the market has always been impacted by unusual developments like the 2008 Housing Crisis, the 2011 Debt Crisis, and other issues, it seems that since the pandemic, we’re going from one big theme to the next, as the business cycle, in general, has taken a back seat. Initially, it was all about the economic reopening after the pandemic, massive QE programs, and government stimulus. Then we went into a tightening cycle and government programs to re-shore large economic projects like semiconductor plants and car facilities (that was under Biden). Then, economic tightening almost caused a recession. Luckily, when these fears became stronger, AI “emerged” at the end of 2022. Suddenly, AI was the only game in town. Needless to say, I am painting with a broad brush here. My main point for months has been that markets are driven by a few large factors that are all rapidly evolving. AI is the biggest one. When AI became mainstream, “everyone” jumped into NVIDIA ( NVDA ) and other chip producers. That was the right thing to do, as it was the most obvious AI trade. Then, money went into other stocks, including data center builders, power producers, and memory players. If you have bought a computer recently or any memory, you will have found out the hard way what happens when consumers suddenly compete with hyperscalers for parts. That’s just one factor, though. The other factor to keep in mind is that AI isn’t only bullish anymore. Last year, I wrote (I cannot remember in what article) that it makes more sense to focus on the companies we should avoid because of AI than on finding the beneficiaries in some cases. This year may be the best example, as we are now almost seeing new disruption headlines on a daily basis: So...
VANCOUVER, British Columbia, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Amerigo Resources Ltd. (TSX: ARG; OTCQX: ARREF) (“Amerigo” or the “Company”) is pleased to announce strong financial results for the year and three months (“Q4-2025”) ended December 31, 2025. Dollar amounts in this news release are in U.S. dollars unless indicated otherwise.
VANCOUVER, British Columbia, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Amerigo Resources Ltd. (TSX: ARG; OTCQX: ARREF) (“Amerigo” or the “Company”) is pleased to announce strong financial results for the year and three months (“Q4-2025”) ended December 31, 2025. Dollar amounts in this news release are in U.S. dollars unless indicated otherwise.
NORTHFIELD, Ill., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Medline Inc. (“Medline” or the “Company”) (Nasdaq: MDLN), the largest provider of medical-surgical (“med-surg”) products and supply chain solutions serving all points of care 2 , today reported its operating results for the three months and full year ended December 31, 2025.
NORTHFIELD, Ill., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Medline Inc. (“Medline” or the “Company”) (Nasdaq: MDLN), the largest provider of medical-surgical (“med-surg”) products and supply chain solutions serving all points of care 2 , today reported its operating results for the three months and full year ended December 31, 2025.
BTQ Technologies Corp. ("BTQ" or the "Company") (Nasdaq: BTQ) (CBOE CA: BTQ) (FSE: NG3), a global quantum technology company focused on securing mission-critical networks, today announced the opening of a dedicated research and development hub in New York City's Flatiron District and a significant expansion of its QCIM engineering team. The new office strengthens BTQ's U.S. presence and is designe...
BTQ Technologies Corp. ("BTQ" or the "Company") (Nasdaq: BTQ) (CBOE CA: BTQ) (FSE: NG3), a global quantum technology company focused on securing mission-critical networks, today announced the opening of a dedicated research and development hub in New York City's Flatiron District and a significant expansion of its QCIM engineering team. The new office strengthens BTQ's U.S. presence and is designed to accelerate the Company's Quantum Compute in Memory ("QCIM") program and its broader quantum-sec
Bell, Canada's largest communications company, and Hypertec, a Canadian global leader in large-scale artificial intelligence (AI) and high-performance compute infrastructure, today announced a strategic partnership to pursue opportunities in delivering end-to-end sovereign AI infrastructure built, hosted and operated in Canada.
Bell, Canada's largest communications company, and Hypertec, a Canadian global leader in large-scale artificial intelligence (AI) and high-performance compute infrastructure, today announced a strategic partnership to pursue opportunities in delivering end-to-end sovereign AI infrastructure built, hosted and operated in Canada.
Net worth is one of the best ways to measure your wealth. Net worth is assets (things you own) minus liabilities (obligations or things you owe). If you have a lot of assets and very little debt, you'll have a high net worth and, depending on just how high it is, you may be considered rich. Your net worth typically increases as you get older (unless you were born rich) since you usually acquire mo...
Net worth is one of the best ways to measure your wealth. Net worth is assets (things you own) minus liabilities (obligations or things you owe). If you have a lot of assets and very little debt, you'll have a high net worth and, depending on just how high it is, you may be considered rich. Your net worth typically increases as you get older (unless you were born rich) since you usually acquire more assets and pay off debt as you earn money. So, it can be helpful to compare your net worth to others in your age range to get an idea of whether you're on track or if you need to rethink your savings plan. Here's what you need to do to make this comparison and get an idea of whether you're making the most of your income and building financial security. Continue reading
hapabapa/iStock Editorial via Getty Images This article was written by Kody Kester (Kody's Dividends). As an investor and an analyst, my job is to own/cover quality businesses where there is a divergence between fundamentals and sentiment. When I refer to quality, I mean leading companies with promising growth trajectories that can be sustained. I'm also talking about businesses with immense cash ...
hapabapa/iStock Editorial via Getty Images This article was written by Kody Kester (Kody's Dividends). As an investor and an analyst, my job is to own/cover quality businesses where there is a divergence between fundamentals and sentiment. When I refer to quality, I mean leading companies with promising growth trajectories that can be sustained. I'm also talking about businesses with immense cash flows and investment-grade balance sheets. In my view, buying these types of companies when the market is worried about their future is the blueprint for investing success. That brings me to today's topic, which is Amazon ( AMZN ). When I last covered it with a "Strong Buy" rating in November , I thought AWS was prudently addressing AWS constraints. Amazon Prime continued to draw in customers, which I believed would power future growth in its advertising business. I also liked Amazon's positive net cash/cash equivalents and marketable securities position. Closing out my very bullish stance, the stock's shares were extremely discounted. Since that time, the market has given us a classic "careful what you wish for" scenario. Amazon did exactly what I hoped. It leaned into growth investments with a massive infrastructure build-out. That produced the fastest AWS growth since 2022. Other aspects of the business also performed exceptionally well. Thus, warranting the $200 billion capex guidance for 2026, in my opinion. Yet, the market wasn't happy with this announcement. This capex fear has created a historical anomaly. For the first time since 2010 (before most people ever heard of AWS), Amazon can be scooped up at a low double-digit forward 12-month operating cash flow multiple. That's a 40%+ discount to my updated fair value estimate. As a result, this generational opportunity is why I'm reaffirming my "Strong Buy" rating. The Growth Engine Is Chugging Along Amazon Q4 2025 Earnings Presentation On Feb. 5, Amazon shared its financial results for the fourth quarter ended Dec. 31...
It’s not about John Bishop, Anna Wintour or Bill Clinton, but … Screen stories about pop stars, actors, sporting heroes or politicians bend fact by steering close to the deeds, or misdeeds, of real celebrities. What’s behind their rise? Any self-respecting cinemagoer will know the phrase by heart: “The characters and events portrayed in this film are fictitious.” It’s cinema’s ritual boilerplate d...
It’s not about John Bishop, Anna Wintour or Bill Clinton, but … Screen stories about pop stars, actors, sporting heroes or politicians bend fact by steering close to the deeds, or misdeeds, of real celebrities. What’s behind their rise? Any self-respecting cinemagoer will know the phrase by heart: “The characters and events portrayed in this film are fictitious.” It’s cinema’s ritual boilerplate disclaimer. “Any similarity to actual persons, living or dead, or to actual events is purely coincidental and unintentional.” Lately, however, film-makers have been treating the fine print like a challenge. A clutch of recent releases has taken up a curious middle ground: not quite biography, not quite fiction, but something more slippery in between. Marty Supreme, for instance, spins 1950s table tennis wildcard Marty Reisman into Marty Mauser, borrowing Reisman’s forename and forehand while rewriting the rest. Bradley Cooper’s Is This Thing On? mines the early career of standup comic John Bishop, only to rebrand him as New Yorker Alex Novak. And later this year The Prince, directed by Cameron Van Hoy and written by David Mamet, will refract aspects of Hunter Biden’s life through proxy Parker Scott. Continue reading...
Trump's State of the Union underplayed the economic problems that voters are concerned about. And, the House rejected a bipartisan aviation safety bill after the Pentagon abruptly withdrew support. (Image credit: Andrew Caballero-Reynolds)
Trump's State of the Union underplayed the economic problems that voters are concerned about. And, the House rejected a bipartisan aviation safety bill after the Pentagon abruptly withdrew support. (Image credit: Andrew Caballero-Reynolds)
Cyngn ( CYN ) on Wednesday named Ran Makavy to its Board of Directors. He previously held senior leadership roles at Lyft ( LYFT ) and Facebook ( META ) , where he helped expand and grow large technology businesses. Cyngn is expanding commercial deployments and utilization of its autonomous vehicle solutions, and Makavy's experience scaling software platforms and operationalizing growth systems al...
Cyngn ( CYN ) on Wednesday named Ran Makavy to its Board of Directors. He previously held senior leadership roles at Lyft ( LYFT ) and Facebook ( META ) , where he helped expand and grow large technology businesses. Cyngn is expanding commercial deployments and utilization of its autonomous vehicle solutions, and Makavy's experience scaling software platforms and operationalizing growth systems aligns with the company's current stage of execution and expansion, the company said. More on Cyngn Seeking Alpha’s Quant Rating on Cyngn Historical earnings data for Cyngn Financial information for Cyngn
The late actor’s writing was overshadowed by roles in blockbusters. Now, Tristan Fynn-Aiduenu is giving his play about grief the audience it deserves • Don’t get The Long Wave delivered to your inbox? Sign up here Hello and welcome to The Long Wave. Last week I went to watch the play Deep Azure , written by the late actor Chadwick Boseman, at the Sam Wanamaker Playhouse, part of the Globe theatre ...
The late actor’s writing was overshadowed by roles in blockbusters. Now, Tristan Fynn-Aiduenu is giving his play about grief the audience it deserves • Don’t get The Long Wave delivered to your inbox? Sign up here Hello and welcome to The Long Wave. Last week I went to watch the play Deep Azure , written by the late actor Chadwick Boseman, at the Sam Wanamaker Playhouse, part of the Globe theatre in London. It’s a show full of verve, poetry powered by hip-hop, Jacobean verse and beautifully choreographed movement. I spoke to Tristan Fynn-Aiduenu, the play’s director, about the importance of reviving Black work and the responsibility of not only honouring Boseman’s memory but also showcasing the full spectrum of the Black experience globally. First, this week’s news. Continue reading...
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sid...
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sideways after a strong run earlier in the cycle. The gap marks a shift from much of the past two years, when price gains closely tracked, and often anticipated, upgrades to profit forecasts tied to booming demand for artificial intelligence chips. The recent dislocation suggests investors may be reassessing valuation multiples even as analysts lift earnings projections. With the stock still up sharply from late 2022 levels, some portfolio managers point to profit-taking, positioning pressures, and broader market volatility as potential drivers of the pause. The divergence also reflects heightened sensitivity to execution risks, supply constraints, and competition in the AI semiconductor space. For now, earnings momentum remains intact, but the stock’s next move may depend less on upward revisions and more on whether Nvidia can clear an increasingly high bar of expectations. The company will release its fourth-quarter results on Wednesday after the market close. Here is a chart from Goldman Sachs posted by Mike Zaccardi on X: Goldman Sachs More on Nvidia Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Nvidia Q4 Earnings Preview: High Stakes For The AI Standard Bearer Nvidia: What Could Happen On Wednesday? (Earnings Preview) Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber at $8.6B valuation US Commerce Department says Nvidia has not shipped H200 chips to China: report
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sid...
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sideways after a strong run earlier in the cycle. The gap marks a shift from much of the past two years, when price gains closely tracked, and often anticipated, upgrades to profit forecasts tied to booming demand for artificial intelligence chips. The recent dislocation suggests investors may be reassessing valuation multiples even as analysts lift earnings projections. With the stock still up sharply from late 2022 levels, some portfolio managers point to profit-taking, positioning pressures, and broader market volatility as potential drivers of the pause. The divergence also reflects heightened sensitivity to execution risks, supply constraints, and competition in the AI semiconductor space. For now, earnings momentum remains intact, but the stock’s next move may depend less on upward revisions and more on whether Nvidia can clear an increasingly high bar of expectations. The company will release its fourth-quarter results on Wednesday after the market close. Here is a chart from Goldman Sachs posted by Mike Zaccardi on X: Goldman Sachs More on Nvidia Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Nvidia Q4 Earnings Preview: High Stakes For The AI Standard Bearer Nvidia: What Could Happen On Wednesday? (Earnings Preview) Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber at $8.6B valuation US Commerce Department says Nvidia has not shipped H200 chips to China: report