BING-JHEN HONG/iStock Editorial via Getty Images Nvidia Corporation ( NVDA ) has delivered a strong fiscal Q4 print once again, highlighting resilient demand for its data center solutions as AI infrastructure deployments continue to scale. The company reported fiscal Q4 revenue of $68.1 billion, up 73% y/y and exceeding the average consensus estimate of about $66.2 billion. This supported a better...
BING-JHEN HONG/iStock Editorial via Getty Images Nvidia Corporation ( NVDA ) has delivered a strong fiscal Q4 print once again, highlighting resilient demand for its data center solutions as AI infrastructure deployments continue to scale. The company reported fiscal Q4 revenue of $68.1 billion, up 73% y/y and exceeding the average consensus estimate of about $66.2 billion. This supported a better-than-expected fiscal Q4 non-GAAP EPS of $1.62, up 82% y/y and exceeding the average consensus estimate of about $1.54. More importantly, data center sales remain in the spotlight. The segment grew fiscal Q4 revenue by 75% y/y towards $62.3 billion, besting the average consensus estimate of $60.4 billion by more than 3%. Robust demand signals have also increased management’s confidence that Nvidia is well-positioned to exceed the $500 billion revenue opportunity previously predicted for the current Blackwell roadmap and next-generation Rubin products. A key standout during the latest earnings update was management’s increased emphasis on scaling and optimizing “tokenomics,” diversifying from its historical focus on its best-selling GPUs. The commentary specifically alludes to intensifying power and memory constraints that have bottlenecked new data center infrastructure deployments required for scaling AI advancements. This includes the recent inflection observed in “frontier agentic systems” like Anthropic’s ( ANTHRO ) Claude Code and OpenClaw , which is expected to accelerate token demand. Yet because of the fixed power budget in data center deployments, increasing tokens per watt has become a key function of revenue and ROI optimization for both Nvidia and its customers. This shift in AI compute dynamics is expected to reinforce long-term demand for Nvidia’s platform. Specifically, management has disclosed that Nvidia-based data centers currently “generate the highest revenues.” And this assertion likely implies superior unit economics as well, given management’s claims ...
In this article NAVI Follow your favorite stocks CREATE FREE ACCOUNT Source: Navient Some student loan borrowers can soon expect a check in the mail, more than a year after the Consumer Financial Protection Bureau reached a $120 million settlement with former federal servicer Navient . The CFPB said Navient steered student loan borrowers away from affordable repayment plans and into expensive forb...
In this article NAVI Follow your favorite stocks CREATE FREE ACCOUNT Source: Navient Some student loan borrowers can soon expect a check in the mail, more than a year after the Consumer Financial Protection Bureau reached a $120 million settlement with former federal servicer Navient . The CFPB said Navient steered student loan borrowers away from affordable repayment plans and into expensive forbearances , causing many to pay steep interest charges. "People suffered real consequences — delaying children, not buying homes or returning to school when they wanted to, and more," said consumer advocate Julia Barnard, who was the top student loan official at the CFPB when the settlement was announced. "These checks are necessary and will help make debtors whole after the harm they faced due to Navient's misconduct." Read more CNBC personal finance coverage Some student loan borrowers are getting Navient settlement checks — who qualifies Trump accounts aren't exactly 'tax-free,' as the president said. How they work Trump said beef, egg and chicken prices are falling. Here's what the data shows Trump pitches new retirement plan with a match of up to $1,000 — who may benefit Think of active managers and index funds as portfolio 'teammates,' not 'rivals': CFP Many workers want a career change. Are you one of them? ACA health coverage subsidy lapse hit 22 million people. Here are some of their stories Trump's $2,000 tariff dividend checks just got a lot less likely, experts say Student loan forgiveness is taxable again. How to plan for a five-figure IRS bill What the Trump administration's Harvard lawsuit could mean for future applicants Homebuyers are paying more for credit checks. Here's why Trump accounts have 'more unanswered questions than answered,' expert says Treasury: Trump accounts sign up about 3 million kids in early push Average IRS tax refund is up 14.2%, according to early filing data Student loan delinquency rate jumps to nearly 25% in Trump's second term: ana...
Artificial intelligence will probably push many investors out of the asset management business, the same way index funds have, because it is so adept at absorbing data and seeing patterns, according to Oaktree Capital Management co-chairman Howard Marks . The money managers who remain in the industry will be expert in areas where AI lags, such as assessing the skill of management, the importance o...
Artificial intelligence will probably push many investors out of the asset management business, the same way index funds have, because it is so adept at absorbing data and seeing patterns, according to Oaktree Capital Management co-chairman Howard Marks . The money managers who remain in the industry will be expert in areas where AI lags, such as assessing the skill of management, the importance of a new product, and other qualitative factors, Marks wrote in a note on Thursday. They will also be better at navigating situations that don’t easily match prior patterns, according to Marks, who wrote his note with help from Anthropic’s Claude AI model. “Great investors are much more than fast, unemotional processors of data,” he wrote. “They have to be strong exactly where Claude admits AI might be weakest: in dealing with novel developments where there’s not enough prior experience for dependable patterns to have been compiled (and learned by AI during its training).” The subjective decisions that investors make, such as which counterparties to work with, require exercising taste and judgment, where AI may be weaker , according to Marks. AI also doesn’t have the emotional focus that a human with money at stake might experience, he said. The technology doesn’t “feel the weight of concentrated positions or the fear of capital loss,” he wrote, adding, “The best investors sense potential risk intuitively, and this contributes greatly to their success.” Marks has been surprised at the speed at which Claude, and AI technology more broadly, have improved. Increasingly, AI will work autonomously, where humans give it high-level goals and constraints, and the agent does the work, checks it, and submits a finished product. That autonomy can dramatically change the business world and society more broadly, Marks wrote. Big companies like Microsoft Corp. and Alphabet Inc. are pouring vast amount of capital into the technology, and while those companies may be overvalued or undervalu...
A former First Brands Group executive told a judge last month that he falsified financial statements, inflated invoices and double-pledged collateral to help the auto-parts supply firm get billions of dollars in financing before its collapse. Peter Andrew Brumbergs made the statements as part of his Jan. 27 guilty plea to fraud charges, a transcript of which was unsealed Wednesday. First Brands fo...
A former First Brands Group executive told a judge last month that he falsified financial statements, inflated invoices and double-pledged collateral to help the auto-parts supply firm get billions of dollars in financing before its collapse. Peter Andrew Brumbergs made the statements as part of his Jan. 27 guilty plea to fraud charges, a transcript of which was unsealed Wednesday. First Brands founder Patrick James and his brother Edward are also facing charges. The James have pleaded not guilty and deny wrongdoing, but Brumbergs, who is cooperating with prosecutors, could be a key witness against them. The alleged fraud at First Brands has rippled across Wall Street, as Jefferies Financial Group Inc. , Raistone Capital LLC , Evolution Capital Partners and other firms had invested in receivables at the company. Jefferies has said its Point Bonita trade-finance fund bought around $715 million in uncollected First Brands invoices, many of which prosecutors now say were faked or inflated. Brumbergs, who was a senior vice president of finance at First Brands, didn’t identify his conspirators during his plea hearing. He said he joined others between 2018 to 2025 to provide misleading financial statements. “We worked to submit quarterly financial statements that included accounting adjustments that misstated First Brands’ financial condition and results,” he said, according to the transcript. He also said company balance sheets falsified “the nature and existence of inventory and equipment that had been pledged or sold as collateral to other lenders.” He said First Brands failed to disclose to some lenders that collateral had already been pledged to other lenders. Between 2020 and 2025, Brumbergs said, he reported false accounts payable levels to supply-chain financiers, including banks. “I knew that some of the supply invoices were false and the financial statements provided to these lenders was not a true representation of the company’s financial condition at that time...
BlackJack3D/E+ via Getty Images U.S. equities faced volatility in early 2026 as AI spending concerns, tariff fears, and sector disruption narratives drove sharp selloffs, with semiconductors outperforming while fintech and health names lagged. U.S. equities navigated a volatile and increasingly risk-averse period from January 8 to February 11, 2026 (the “Period”), as early-year momentum gave way t...
BlackJack3D/E+ via Getty Images U.S. equities faced volatility in early 2026 as AI spending concerns, tariff fears, and sector disruption narratives drove sharp selloffs, with semiconductors outperforming while fintech and health names lagged. U.S. equities navigated a volatile and increasingly risk-averse period from January 8 to February 11, 2026 (the “Period”), as early-year momentum gave way to aggressive selling pressure in early February. While markets entered the year on a constructive footing, building on January’s modest gains with the S&P 500 briefly surpassing 7,000 for the first time and small caps showing relative strength, broad indices faced renewed headwinds as investor scrutiny intensified around artificial intelligence investment cycles, capital expenditure burdens, and potential disruption to incumbent sectors. The S&P 500 declined notably in the first two weeks of February, reflecting sharp pullbacks in technology and software names amid fears that AI-driven shifts could erode margins and displace traditional models, while broader dispersion widened between perceived AI winners and losers. Against this backdrop, the BUZZ NextGen AI US Sentiment Leaders Index (the “ BUZZ Index”) experienced amplified downside during the Period, falling 9.1%, consistent with its concentrated exposure to certain thematic market segments, including high-sentiment AI-linked equities undergoing rapid reassessment. The sell-off in early February was driven by a confluence of factors that heightened caution after three years of strong equity performance. Concerns over escalating AI capital spending raised questions about near-term returns on invested capital and sustainability of profitability in related ecosystems. AI-related productivity gains shaped a narrative which fueled sharp declines in software, IT services, and adjacent sectors seen as vulnerable to disruption. At the same time, geopolitical tensions and evolving tariff discussions re-entered the narrative, pro...
STORY: Shares of Nvidia fell as much as five-and-a-half percent Thursday morning after the AI bellweather's upbeat results failed to soothe investors' nerves about massive AI spending. The stock reaction also reflects growing focus on whether the chipmaker's record setting momentum can hold amid growing competition. The stock plunge marks an about-face from a day earlier, when Nvidia's shares clos...
STORY: Shares of Nvidia fell as much as five-and-a-half percent Thursday morning after the AI bellweather's upbeat results failed to soothe investors' nerves about massive AI spending. The stock reaction also reflects growing focus on whether the chipmaker's record setting momentum can hold amid growing competition. The stock plunge marks an about-face from a day earlier, when Nvidia's shares closed at a three-month high. And after the close, Nvidia said it expected first-quarter sales of roughly $78 billion, beating analysts' estimates. But J.P. Morgan analysts noted Thursday's selloff suggests that "investors were left wanting more, which we think is tied to continued uncertainty around the growth trajectory for NVDA's data center business in CY27, given massively expanded capex budgets for key customers." Shares of smaller rival AMD, which just clinched a deal to sell chips to Meta Platforms, were also lower in Thursday morning trading.
Shares of Shake Shack (NYSE: SHAK) surged on Thursday after the burger chain reported strong quarterly growth metrics. As of 2:02 p.m. EST, Shake Shack's stock price was up over 10%. Image source: Getty Images. Continue reading
Shares of Shake Shack (NYSE: SHAK) surged on Thursday after the burger chain reported strong quarterly growth metrics. As of 2:02 p.m. EST, Shake Shack's stock price was up over 10%. Image source: Getty Images. Continue reading
ezgicamur/iStock via Getty Images Geron Overview The biotech sector ( XBI ) has lifted a lot of boats recently—and Geron ( GERN ) is arguably one of them. Despite RYTELO’s commercial troubles, which I have outlined since the beginning, Geron’s stock has outperformed the S&P 500 ( SPY ) since my December 2025 “ Sell ” rating. But, as usual, sentiment gives way to reality. So when Geron reported its...
ezgicamur/iStock via Getty Images Geron Overview The biotech sector ( XBI ) has lifted a lot of boats recently—and Geron ( GERN ) is arguably one of them. Despite RYTELO’s commercial troubles, which I have outlined since the beginning, Geron’s stock has outperformed the S&P 500 ( SPY ) since my December 2025 “ Sell ” rating. But, as usual, sentiment gives way to reality. So when Geron reported its Q4 earnings on Wednesday, its boat made a 180-degree turn. Seeking Alpha Since RYTELO launched in 2024 for myelodysplastic syndrome with transfusion-dependent anemia, it’s become apparent that prescribers are treating RYTELO as a salvage therapy (later-line) despite NCCN guidelines . This has caused Geron to shift their focus from expanding RYTELO’s marketing team to a “strategic restructuring” that included laying off a large chunk of its employees. And, unfortunately, there isn’t much for investors to chew on outside of RYTELO in myelodysplastic syndrome. While RYTELO is also being evaluated in myelofibrosis—with interim results expected later this year—management has stated its base case is waiting for the final Overall Survival analysis in the second half of 2028. That’s still over a couple of years away for those who’ve lost track of time. In the paragraphs that follow, I take a closer look at Geron’s Q4 performance and try to get an idea of what the stock is priced for. GERN Q4 Earnings RYTELO generated $48 million in net product revenue in Q4. Author's Compilation RYTELO’s Q4 performance was essentially flat QoQ and YoY—which is not ordinarily a good sign for a drug that just recently launched. It’s also interesting that demand (+9%) outpaced revenue (<+2%) in Q4 (more on this later). As implied by its Recent Business Highlights section in the PR, Geron is busy boosting RYTELO’s real-world evidence in an attempt to convince prescribers to use it in earlier lines. Data compiled from latest NCCN guidelines and management commentary; actual prescribing habits vary (Aut...
Earnings Call Insights: Dorman Products (DORM) Q4 2025 Management View Kevin Olsen, President, CEO & Director, reported that Dorman achieved record sales from new products in 2025, launched thousands of new SKUs, and made meaningful investments in product development, particularly in complex electronic solutions. He stated, "Our current new product pipeline is as strong as it's ever been with a gr...
Earnings Call Insights: Dorman Products (DORM) Q4 2025 Management View Kevin Olsen, President, CEO & Director, reported that Dorman achieved record sales from new products in 2025, launched thousands of new SKUs, and made meaningful investments in product development, particularly in complex electronic solutions. He stated, "Our current new product pipeline is as strong as it's ever been with a growing mix of opportunities involving complex electronic solutions, an area where we believe we have a distinct competitive advantage." Olsen highlighted operational advances: "We advanced productivity across the organization, including deploying new automation technologies in our distribution centers. These initiatives improved service levels for customers, enhanced availability for end users and generated tangible savings." On supply chain, Olsen noted a strategic reduction of sourcing from China to below 40% in 2025, with a target of approximately 30% in 2026: "Strengthening supply chain resilience remains a key priority, and we continue to build deep strategic relationships with suppliers around the world." Channel expansion was emphasized, particularly with new business in heavy-duty and specialty vehicle segments. Olsen explained, "With Dayton, we drove wins by leaning into categories where we had competitive advantages. And with SuperATV, we expanded our dealer network and nondiscretionary portfolio." The company cited consolidated net sales of $2.13 billion for 2025, a 6% year-over-year increase, with adjusted diluted EPS for Q4 at $2.17. Olsen also announced the appointment of Charles Rayfield as incoming CFO. CFO David Hession commented, "Adjusted gross margin came in higher than expected for the quarter at 42.6%. This was a 90 basis point increase compared to last year's fourth quarter." Outlook Dorman expects total net sales growth of 7% to 9% for 2026, "directionally the same range for each of the segments," according to Olsen. Olsen provided additional cadence:...
Earnings Call Insights: Eos Energy Enterprises (EOSE) Q4 2025 Management View CEO Joseph Mastrangelo highlighted that "our volume was up. Our margins improved sequentially quarter-over-quarter and year-over-year. We had a great quarter as far as orders being booked," but clarified, "the bottom line is we missed our guidance, and that falls on me as the CEO of the company." Mastrangelo indicated th...
Earnings Call Insights: Eos Energy Enterprises (EOSE) Q4 2025 Management View CEO Joseph Mastrangelo highlighted that "our volume was up. Our margins improved sequentially quarter-over-quarter and year-over-year. We had a great quarter as far as orders being booked," but clarified, "the bottom line is we missed our guidance, and that falls on me as the CEO of the company." Mastrangelo indicated the company is expanding its installed base, now covering 20% of the United States with 20 projects, and targets reaching 25% coverage in the next few months, with international expansion into Germany and the U.K. planned. He emphasized, "on the bottom, yes, 7x year-over-year growth on revenue, combined with our highest cash position that we've had in the company's history, along with closing the gap and moving towards profitability, we've removed the going concern language inside of our 10-K filing." The launch of the Indensity product was announced, described as an evolution of existing technology focused on easier operation, serviceability, and manufacturing. COO John Mehas stated, "Q4 was my first full quarter at Eos... we completed our subassembly automation, making our battery line fully automated. We closed 2025 with production records across all operations and delivered our fourth consecutive quarter of record revenue." Mehas acknowledged, "we fell short of our operational targets, and that's on me," citing supplier nonperformance, automation quality issues, and higher-than-expected downtime as key challenges now being addressed. Interim CFO & Chief Commercial Officer Nathan Kroeker reported, "we ended the quarter with just over $701 million in backlog, booking nearly 1.1 gigawatt hours across 8 customers and 9 individual projects, representing a 9% sequential increase. During the quarter, we secured more than $240 million in new orders." Kroeker added, "we ended the year with just under $625 million worth of cash on the balance sheet, the strongest cash position in t...
The iPhone and iPad have been approved to hold NATO-restricted information, according to an announcement on Thursday . That means off-the-shelf devices running iOS 26 and iPadOS 26 can handle classified information "without requiring special software or settings," Apple says. The NATO-restricted designation is the lowest level of classified information, and it applies to information that would be ...
The iPhone and iPad have been approved to hold NATO-restricted information, according to an announcement on Thursday . That means off-the-shelf devices running iOS 26 and iPadOS 26 can handle classified information "without requiring special software or settings," Apple says. The NATO-restricted designation is the lowest level of classified information, and it applies to information that would be "disadvantageous to the interests of NATO" if disclosed, according to a security document posted by the Marines. BlackBerry 10 phones similarly received approval to hold this level of classified information in 2013. Following an "extensive evaluati … Read the full story at The Verge.
Rasi Bhadramani/iStock via Getty Images Shares of cardiopulmonary concern Tenax Therapeutics, Inc. ( TENX ) have roughly doubled since providing a corporate update and presenting with key opinion leaders on November 13, 2025. The company addressed its rationale for advancing oral levosimendan (TNX-103) against pulmonary hypertension resulting from heart failure with preserved ejection fraction (PH...
Rasi Bhadramani/iStock via Getty Images Shares of cardiopulmonary concern Tenax Therapeutics, Inc. ( TENX ) have roughly doubled since providing a corporate update and presenting with key opinion leaders on November 13, 2025. The company addressed its rationale for advancing oral levosimendan (TNX-103) against pulmonary hypertension resulting from heart failure with preserved ejection fraction (PH-HFpEF). With a pivotal readout expected in 2H26, a PH-HFpEF indication comprising ~1.4 million patients domestically, and no approved therapies, the recent insider buying in Tenax merited a deeper dive. An analysis follows below. TENX Stock Chart (Seeking Alpha) Tenax Therapeutics, Inc. is a Chapel Hill, North Carolina-based late clinical-stage biotechnology concern focused on the development of therapies for the treatment of cardiopulmonary conditions. The company is currently evaluating TNX-103 (levosimendan) for the treatment of pulmonary hypertension resulting from heart failure with preserved ejection fraction (PH-HFpEF) while recently deprioritizing PH candidate imatinib. Tenax has a long history of failure, commencing operations as Synthetic Blood International in 1990 and listing in the Pink Sheets in 1993 with its first known trade executed at $12,000,000 per share—not a misprint—after giving consideration to five considerable reverse stock splits. Shares of TENX trade just under $12.50 a share and sport a market capitalization of just north of $500 million. January 2026 Company Presentation TNX-103 The company’s raison d’etre is TNX-103, an oral version of levosimendan, a drug that both increases the sensitivity of the heart to calcium and acts as a vasodilator, which was approved back in 2000 for the treatment of inotropic (muscle contraction modification) support in acutely decompensated (suddenly worsening of) severe congestive heart failure where conventional therapy is insufficient. Initially sponsored by Orion Pharma ( ORINF ), it was first approved in Swed...
International Bancshares press release ( IBOC ): FY GAAP EPS of $6.62. Total assets at Dec. 31, 2025 were approximately $16.6 billion compared to approximately $15.7 billion at Dec. 31, 2024. Total net loans were approximately $9.3 billion at Dec. 31, 2025 compared to approximately $8.7 billion at Dec. 31, 2024. Deposits were approximately $12.4 billion at Dec. 31, 2025 compared to approximately $...
International Bancshares press release ( IBOC ): FY GAAP EPS of $6.62. Total assets at Dec. 31, 2025 were approximately $16.6 billion compared to approximately $15.7 billion at Dec. 31, 2024. Total net loans were approximately $9.3 billion at Dec. 31, 2025 compared to approximately $8.7 billion at Dec. 31, 2024. Deposits were approximately $12.4 billion at Dec. 31, 2025 compared to approximately $12.1 billion at Dec. 31, 2024. More on International Bancshares Seeking Alpha’s Quant Rating on International Bancshares Dividend scorecard for International Bancshares Financial information for International Bancshares