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There are several grim assessments about how many jobs AI will eliminate in America. Large consulting firms say they will not hire people without AI experience. Accenture and KPMG say promotions will be based on whether people can use their AI tools. At a law firm, entry-level associates will find few jobs. Microsoft (NASDAQ: MSFT) ... AI’s Future, What To Do When You Get Fired?
There are several grim assessments about how many jobs AI will eliminate in America. Large consulting firms say they will not hire people without AI experience. Accenture and KPMG say promotions will be based on whether people can use their AI tools. At a law firm, entry-level associates will find few jobs. Microsoft (NASDAQ: MSFT) ... AI’s Future, What To Do When You Get Fired?
Banco Santander SA Executive Chair Ana Botin is counting on artificial intelligence to provide more than €1 billion ($1.2 billion) to targets she’s set for the next years. AI will help Spain’s largest lender to grow annual revenue by about €300 million and cut costs by about €700 million in 2028, Botin said at an investor event Wednesday. She highlighted the use of AI to “gain primacy with custome...
Banco Santander SA Executive Chair Ana Botin is counting on artificial intelligence to provide more than €1 billion ($1.2 billion) to targets she’s set for the next years. AI will help Spain’s largest lender to grow annual revenue by about €300 million and cut costs by about €700 million in 2028, Botin said at an investor event Wednesday. She highlighted the use of AI to “gain primacy with customers,” sell more banking products to existing clients and “agentic commerce” as levers to achieve that goal, according to a presentation published ahead of the event. The risks and opportunities created by the rapid advance of AI have become a central theme for global investors as recent model updates have triggered shock reactions across industries including wealth management, alternative asset management and software. The European Central Bank , which is Europe’s top banking supervisor, has been delving into the risks faced by the region’s banks from AI, Bloomberg News reported earlier this week. Read More: AI Morphs Into Villain of Stock Market It Powered for Years Botin said in the presentation that Santander is “structurally advantaged” to deploy AI, citing its customer base of 180 million and its ownership of those relationships as key reasons to underpin the claim. Santander earlier Wednesday vowed to grow net income to more than €20 billion in 2028. Its profit hit a record of €14.1 billion last year. Read More: Santander Vows €20 Billion in 2028 Profit After Webster Deal
JHVEPhoto/iStock Editorial via Getty Images Novo Nordisk ( NVO ) on Wednesday announced a partnership worth up to $2.1B with Boston, Massachusetts-based biotech Vivtex Corporation to develop next-gen oral biological drugs for obesity, diabetes, and related illnesses. Under the agreement, the Danish drugmaker will lead the development and commercialization of medicines designed using Vivtex’s oral ...
JHVEPhoto/iStock Editorial via Getty Images Novo Nordisk ( NVO ) on Wednesday announced a partnership worth up to $2.1B with Boston, Massachusetts-based biotech Vivtex Corporation to develop next-gen oral biological drugs for obesity, diabetes, and related illnesses. Under the agreement, the Danish drugmaker will lead the development and commercialization of medicines designed using Vivtex’s oral drug-delivery technologies. In exchange, the company will pay up to $2.1B in upfront payments as well as research funding and milestone payments to Vivtex in addition to tiered royalties on product sales resulting from the partnership. “We continue to push the boundaries of science through both internal and external innovation to fulfill our mission of treating millions more people living with obesity and diabetes and their associated comorbidities,” said Brian Vandahl, head of therapeutics discovery, at Novo ( NVO ). The deal comes days after Novo ( NVO ) announced late-stage trial data to indicate that the effectiveness of its next-gen obesity therapy CagriSema trailed that of Eli Lilly’s ( LLY ) blockbuster weight-loss therapy tirzepatide. More on Novo Nordisk A/S Novo Nordisk: Investors Focusing On CagriSema Results Are Missing The Big Picture Novo Nordisk: Redefine 4 Misses The Mark Novo Nordisk: Why Wegovy Growth Beats Wall Street Expectations Novo’s China obesity drug posts positive mid-stage trial results Novo Nordisk board proposes DKK 7.95 final dividend for 2025, initiates DKK 15B buyback
Dikuch/iStock via Getty Images I have covered Okeanis Eco Tankers ( ECO ) before, where I outlined the investment thesis in detail and explained why I considered it an interesting buy. Since the initial article , the stock total return has been above 150% and has already surpassed my last fair value of $40, when I downgraded the stock to hold . Despite that, I haven’t sold the stock and I don’t pl...
Dikuch/iStock via Getty Images I have covered Okeanis Eco Tankers ( ECO ) before, where I outlined the investment thesis in detail and explained why I considered it an interesting buy. Since the initial article , the stock total return has been above 150% and has already surpassed my last fair value of $40, when I downgraded the stock to hold . Despite that, I haven’t sold the stock and I don’t plan to do that as Sinokor entered the scene and is trying to corner the VLCC market . Okeanis is the company with most exposure, especially since Frontline sold eight of its VLCCs to Sinokor and DHT has signed several charters. Background Okeanis Eco Tankers is the tanker company with the newest fleet among peers with an average age of 6 years. The fleet consists of 16 vessels, 8 VLCCs and 8 Suezmax, plus two Suezmax newbuilds with delivery in Q2. All its fleet is operating in the spot market except one VLCC that was recently chartered out for one year at stellar rates . Investor Presentation As commented in the previous article, the company issued shares to buy Suezmax newbuilds, initially it was two newbuilds with delivery in Q1 2025, which have already been delivered. And later the company followed the same playbook and bought two more Suezmax vessels with delivery in Q2. Investor Presentation I believe those transactions were interesting because the delivery date was short and they were partially financed with shares above NAV. This actually increased NAV per share, as shown in the last article: Author However, in the Q4 conference call management stated that they didn’t have more opportunistic transactions in play. Which would have been great given the strong market fundamental and the company’s ability to continue to outperform peers: Investor Presentation In Q4 the company continued its overperformance against peers. Q4 Suezmax rates were in line with peers and soft for Okeanis standards due to drydock repositioning; however, Q1 guidance was considerably above peers. ...
Aston Martin Lagonda Global Holdings plc press release ( AMGDF ): FY Non-GAAP EPS of -43.50 pence. Revenue of £1.26B (-20.3% Y/Y). More on Aston Martin Lagonda Global Holdings plc Aston Martin Lagonda Global Holdings plc 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Aston Martin Lagonda Global Holdings plc Historical earnings data for Aston Martin Lagonda Global Ho...
Aston Martin Lagonda Global Holdings plc press release ( AMGDF ): FY Non-GAAP EPS of -43.50 pence. Revenue of £1.26B (-20.3% Y/Y). More on Aston Martin Lagonda Global Holdings plc Aston Martin Lagonda Global Holdings plc 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Aston Martin Lagonda Global Holdings plc Historical earnings data for Aston Martin Lagonda Global Holdings plc Financial information for Aston Martin Lagonda Global Holdings plc
Consortium included Dunfermline co-owner James Bord They say due diligence showed their offer was far too high A consortium seeking to buy Sheffield Wednesday says it has withdrawn from the process. The consortium , which features James Bord, the co-owner of Dunfermline, was granted exclusivity by club administrators in December. However, it has released a statement confirming that interest is at ...
Consortium included Dunfermline co-owner James Bord They say due diligence showed their offer was far too high A consortium seeking to buy Sheffield Wednesday says it has withdrawn from the process. The consortium , which features James Bord, the co-owner of Dunfermline, was granted exclusivity by club administrators in December. However, it has released a statement confirming that interest is at an end. A spokesperson for the consortium said: “Throughout the process to purchase Sheffield Wednesday Football Club we have at all times respected the integrity of the process, working professionally, constructively and transparently with the administrator, the EFL and the IFR to provide them with the details they need to satisfy their tests. Continue reading...
MercadoLibre stock fell Wednesday after the Latin America-focused e-commerce company reported mixed fourth-quarter results. The market reaction to the report continues a rocky run for MercadoLibre stock, which has pulled back after an extended rally that made the company the most valuable in Latin America. The Uruguay-based MercadoLibre said that it earned $11.03 per share for the December-ended q...
MercadoLibre stock fell Wednesday after the Latin America-focused e-commerce company reported mixed fourth-quarter results. The market reaction to the report continues a rocky run for MercadoLibre stock, which has pulled back after an extended rally that made the company the most valuable in Latin America. The Uruguay-based MercadoLibre said that it earned $11.03 per share for the December-ended quarter, down 12% from a year earlier and below the $11.50 per share that analysts polled by FactSet were forecasting.
US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. (Source: Bloomberg)
US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. (Source: Bloomberg)
Intuitive Machines ( LUNR ) on Wednesday said it has secured a $175 million strategic equity investment led by global institutional investors. Following its acquisition of Lanteris Space Systems in January, the Company intends to use this capital to support revenue expansion and investment in technologies to advance communications and data processing networks, including extending flight-proven sat...
Intuitive Machines ( LUNR ) on Wednesday said it has secured a $175 million strategic equity investment led by global institutional investors. Following its acquisition of Lanteris Space Systems in January, the Company intends to use this capital to support revenue expansion and investment in technologies to advance communications and data processing networks, including extending flight-proven satellite platforms into those growth markets. Intuitive Machines intends to expand its Near Space Network Services and invest in Lanteris satellite platforms, including the 1300 series, to target growth in geostationary orbit, around the Moon and Mars, and in on-orbit data processing. The company said the investment is expected to support higher-margin and recurring revenue programs, including Golden Dome initiatives, the Tracking, and Data Relay Satellite System, and the Mars Telecommunications Orbiter. The securities purchase agreement provides for the issuance and sale of Class A common stock for $175 million. The transaction is expected to close on February 27, 2026, subject to customary closing conditions. LUNR -6.87% premarket to $17.6. Source: Press Release More on Intuitive Machines Intuitive Machines Hits My Price Target: What's Next? (Downgrade) Intuitive Machines Becoming A Satellite Powerhouse For The Golden Dome Intuitive Machines: My Plan For Re-Entry Most and least shorted industrial stocks with over $2B market cap Dassault leads $200M bet on AI-driven combat drones
Kratos Defense & Security Solutions ( KTOS ) on Wednesday said it has been awarded a $61,068,139 modification to a previously awarded firm-fixed-price contract by the U.S. Navy. This contract modification exercises options to procure full-rate production Lot Seven for 70 of the BQM-177A Subsonic Aerial Targets, along with 70 Rocket-Assisted Takeoff (RATO) attachment kits and associated technical a...
Kratos Defense & Security Solutions ( KTOS ) on Wednesday said it has been awarded a $61,068,139 modification to a previously awarded firm-fixed-price contract by the U.S. Navy. This contract modification exercises options to procure full-rate production Lot Seven for 70 of the BQM-177A Subsonic Aerial Targets, along with 70 Rocket-Assisted Takeoff (RATO) attachment kits and associated technical and administrative data. KTOS +1.13% premarket to $91.71. Source: Press Release More on Kratos Defense & Security Kratos: The Best Stock To Buy For The Future Of Defense Kratos: Why I'm Buying A Hyped-Up Drone Stock After Its Poor Q1 Guidance Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript Kratos anticipates doubling hypersonic revenue to $400M in 2026 while ramping Valkyrie drone output and expanding defense pipeline Kratos Defense & Security Non-GAAP EPS of $0.18 beats by $0.03, revenue of $345.1M beats by $17.64M
Spanish antitrust officials said the companies failed to quickly comply with an order to change contract clauses linked with Amazon’s role as a reseller of Apple products.
Spanish antitrust officials said the companies failed to quickly comply with an order to change contract clauses linked with Amazon’s role as a reseller of Apple products.
MiMedia Holdings ( MIMDF ) on Wednesday said it intends to complete a non-brokered private placement of up to 24M subordinate voting shares in the capital of the company, at a price of $0.25 per offered share, for aggregate gross proceeds of up to $6M. The company is also announcing a new business development partnership with Credico. Credico's client base includes global telecommunications, energ...
MiMedia Holdings ( MIMDF ) on Wednesday said it intends to complete a non-brokered private placement of up to 24M subordinate voting shares in the capital of the company, at a price of $0.25 per offered share, for aggregate gross proceeds of up to $6M. The company is also announcing a new business development partnership with Credico. Credico's client base includes global telecommunications, energy, and non-profit clients. In the partnership, Credico will make available MiMedia's platform globally to its clients, with the goal of continuing to offer best in class tech to power its sales campaigns. It is also anticipated that Credico's founders will personally invest a majority of the new offering. The net proceeds from the offering are expected to be used to support growth initiatives and operations, and for general working capital purposes. Source: Press Release More on MiMedia Holdings Inc. Seeking Alpha’s Quant Rating on MiMedia Holdings Inc. Financial information for MiMedia Holdings Inc.
onurdongel/iStock via Getty Images Introduction ONEOK ( OKE ), like many in the midstream industry, has seen a large uptick since the start of 2026 as it appreciated by nearly 13% since I last rated it a Strong Buy . With the company going through a radical transformation over the last 3 years, and with the latest earnings plus the appealing guidance, I believe that OKE has given a definitive road...
onurdongel/iStock via Getty Images Introduction ONEOK ( OKE ), like many in the midstream industry, has seen a large uptick since the start of 2026 as it appreciated by nearly 13% since I last rated it a Strong Buy . With the company going through a radical transformation over the last 3 years, and with the latest earnings plus the appealing guidance, I believe that OKE has given a definitive roadmap for the company to become an execution powerhouse. Current Dynamics ONEOK posted a surprise beat in terms of EPS , with Q4 GAAP coming in at $1.55, a beat of 6 cents. This was achieved despite a revenue miss as it reached $9.07B, underscoring the company’s high margin focus, as adj. EBITDA reached $2.15B for the quarter, largely meeting market expectations. On a yearly basis, net income reached $3.93B on an adjusted EBITDA of $8.02B. These are both high showing of growth with Y/Y rates being at 12% and 18% respectively. I mentioned the focus on high-margin and fee-based services for OKE, and this should continue into 2026, as around 90% of the company’s earnings are derived from fee-based contracts . This is a sort of a moat as it provides a high degree of insulation from price fluctuations, which is especially important with the current volatility seen in the natural gas and NGL price differentials. Diving deeper segment-wise, we can assess that the NGL business remains the core engine of ONEOK, as it provides various services that connect the Bakken, Mid-Continent and Permian to the Gulf Coast demand centers. The segment saw a 15% increase in Rocky Mountain NGL raw feed throughput, a testament to the continued efficiency of producers in the Williston Basin. The segment will also be heavily boosted by the completion of the Medford fractionator rebuild , as the 210,000bpd facility in Oklahoma will allow OKE to compete aggressively for volumes that are seeing egress. On the refined products and Crude side, which was inherited from the Magellan merger, is providing a coun...