Kratos just raised cash and diluted its shareholders. Will Red Cat do likewise?

Key PointsRed Cat rival Kratos Defense is selling shares after a big stock price run-up, to raise up to $1.4 billion in cash.

Earnings Call Insights: The St. Joe Company (JOE) Q4 2025 Management View Jorge Gonzalez, President, CEO, COO & Chairman of the Board, highlighted a continuation of year-over-year growth, noting "a 24% increase in revenue and a 58% increase in net income" for the fourth quarter. He emphasized a multifaceted capital allocation approach: "$18.5 million in capital expenditures, primarily for growth, $15.1 million for stock repurchase, $9.2 million for dividends and $8 million for debt reduction." Gonzalez stressed the significance of surpassing $500 million in revenue for the first time in 20 years and achieving $2 earnings per share for the first time in 23 years. The company transitioned to a more sustainable business model, with 56% recurring revenue compared to 15% two decades ago. Gonzalez described it as "a diversified real estate operating company with 56% recurring revenue." Homesite gross margins increased to 51% from 47%, and leasing gross margins increased to 57% from 54%. Hospitality gross margins slightly decreased to 31% from 32% due to new openings and renovations. Stock repurchases accelerated, with 798,622 shares repurchased at an average price of $50.10, bringing the outstanding share balance below 58 million for the first time in nearly 30 years. The residential homesite pipeline grew to approximately 23,900 homesites, up by 2,200 compared to year-end 2024. The company received approvals for 10 specific area plans (DSAPs), has started development on three, and plans to break ground on two more in 2026. For the commercial segment, 94,500 square feet is under construction, with 76% preleased. New commercial buildings totaling approximately 54,000 square feet are planned for 2026, alongside a new apartment complex and new ground leases. In hospitality, focus remains on growing club membership, increasing hotel occupancy, and evaluating opportunities for new hotels and amenities. Marek Bakun, Executive VP & CFO, stated "The $15.1 million in stock repurch...

“On Hold Until Further Notice”: Microsoft Stock (NASDAQ:MSFT) Slumps With Building Delay TipRanks

Shares of the nuclear power start-up Oklo (NYSE: OKLO) are pulling back Friday, down 9.4% as of 1:37 p.m. ET. The stock is falling alongside the broader market after today's release of a key inflation gauge, the producer price index (PPI), which came in scorching hot: core wholesale prices jumped 0.8%. That was nearly triple what economists expected. Why does that matter? When inflation runs hot, the Federal Reserve keeps rates higher for longer, which tends to drag down more speculative stocks like Oklo's -- the company is still pre-revenue, and higher rates lower what investors are willing to pay for future returns. Higher rates mean future earnings are worth less today, and Oklo's earnings are very far in the future -- if they materialize at all. Image source: Getty Images. Continue reading

NoDerog/iStock Unreleased via Getty Images I last covered Advil owner Haleon ( HLN ) in December with my “hold” note , Haleon: Fairly Priced Given Limited Growth Drivers . My thesis was that Haleon is a solid company with good brands but modest growth prospects, so it was fully valued. Since then, it has moved up 14%. This week the company published its unaudited fourth quarter and full-year results , which I want to dissect. Improved Profits Came Despite Slightly Lower Revenues Revenue dipped slightly, but the improvement in profitability was reassuring. Company preliminary results announcement While reported revenue fell, organic revenue grew 3%. The fall in reported revenue reflected currency movements and the impact of divestments, including the non-US Smokers’ Health business. Still, while the organic revenue growth was welcome, it was below the company’s own medium-term expectations. That was pinned primarily on a “weak” cold & flu season (good for people, not so good for Haleon) and low consumer confidence in North America. I see both as ongoing risks that could affect revenue performance again in the coming year. However, for 2026, the firm guided for organic revenue growth of 3-5%. As a range that falls slightly below the medium-term target range of 4-6% annual organic revenue growth, although it still allows for the target to be met depending on where in the range actual performance ends up landing. When it came to profitability, reported numbers grew 9% at the operating level and 18% for diluted earnings per share. That strikes me as a very credible performance. This was put down to ongoing productivity improvements and disciplined investment. Disciplined investment can mean efficient spending, or it can mean cutting back on spending that does not show much in the short term, but then shows further down the line, so in years to come it will be worth keeping an eye on whether this so-called disciplined investment is hurting the brand equity of the company’...

watch now VIDEO 1:48 01:48 Anthropic faces a 'lose-lose' battle as it faces off with the Pentagon Tech Sam Altman, chief executive officer of OpenAI Inc., at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images OpenAI CEO Sam Altman told staffers late Thursday that he would like the company "try to help de-escalate things" between rival Anthropic and the Department of Defense. "We have long believed that AI should not be used for mass surveillance or autonomous lethal weapons, and that humans should remain in the loop for high-stakes automated decisions," Altman wrote in a memo that was viewed by CNBC. "These are our main red lines." Anthropic has until 5:01 p.m. ET on Friday to decide whether it will agree to give the Pentagon permission to use its artificial intelligence models in all lawful use cases without limitation. The startup wants assurance that its technology won't be used for fully autonomous weapons or domestic mass surveillance of Americans, but the DoD hasn't budged . Altman's internal letter on Thursday was meant to show that OpenAI shares Anthropic's boundaries. The Wall Street Journal was first to report the memo. watch now VIDEO 1:48 01:48 Anthropic faces a 'lose-lose' battle as it faces off with the Pentagon Tech Prior to the Altman memo, OpenAI employees had begun to speak out in support of Anthropic on social media. Some 70 current staffers have signed an open letter titled, "We Will Not Be Divided," which aims to create a "shared understanding and solidarity in the face of this pressure" from the department, according to its website. "For all the differences I have with Anthropic, I mostly trust them as a company, and I think they really do care about safety, and I've been happy that they've been supporting our war fighters," Altman told CNBC in an interview on Friday. "I'm not sure where this is going to go." OpenAI was awarded a $200 million contract by the DoD last year, which allowe...

It is adding an extra mission to its Artemis programme before landing astronauts on the Moon.

SlavkoSereda/iStock via Getty Images By Elior Manier Geopolitics is playing tricks on traders, and this story is as old as it gets. It has now been about two entire months since the Middle East risk has been playing with market sentiment. While the cause is no joke, with many thousands of casualties among Iranian protesters (+30,000 from the latest official numbers in late January, the actual toll might be higher) , oil has certainly been playing tricks. Just yesterday, WTI fell to $63.50 a barrel; prices are now looking quite different. Overnight, US embassies have called on their non-essential staff to leave the premises in Israel and Iraq, sending new waves of market panic regarding a potential attack over the weekend. Polymarket odds for an intervention this weekend are still low but tilting higher after the warning. True odds are still quite unpredictable. After optimistic headlines regarding a deal, with US-Iran discussions to be continued on Monday in Vienna, the tension still remains quite high. Risk-off flows have taken on market flows. Oil spiked to $68 but is now slightly reversing its course, hanging tightly around $67. There will be an OPEC+ meeting on Sunday, so that could also be another factor for volatility, prompting caution among oil traders. As the situation has little odds to get more clear ahead of the weekend and month-end close, let's dive into a multi-timeframe analysis of WTI (US) Oil to determine levels of interest and put the odds in the trader's favor to capitalize on the issue. US Oil Multi-Timeframe Analysis WTI Daily Chart WTI is following its Daily Tensions ascending Channel with solidity. The immediate daily candle is looking bullish but very uncertain – Nevertheless, as long as prices remain above the $65 - $66 Pivot after session closes, the immediate momentum goes toward the bulls. The indicator to watch is the 20-day moving average ($64.61) which acted as key support throughout the entire trend. Pullback traders could also leave...

Dan Simmons, the author of more than three dozen books, including the famed Hyperion Cantos , has died from a stroke. He was 77 . Simmons, who worked in elementary education before becoming an author in the 1980s, produced a broad portfolio of writing that spanned several genres, including horror fiction, historical fiction, and science fiction. Often his books included elements of all of these. This obituary will focus on what is generally considered his greatest work, and what I believe is possibly the greatest science fiction novel of all time, Hyperion . Published in 1989, Hyperion is set in a far-flung future in which human settlement spans hundreds of planets. The novel feels both familiar, in that its structure follows Chaucer's Canterbury Tales , and utterly unfamiliar in its strange, far-flung setting. Read full article Comments

Stock Market Today: The Dow Jones index dropped Friday on surprise inflation data. Nvidia partner CoreWeave plunged on earnings.

FedEx plans to pass along any refunds resulting from the Supreme Court's ruling that some of President Donald Trump's tariffs are "illegal." In a statement on its website , FedEx notes that while "no refund process has been established by the courts," the company will reimburse shippers and consumers impacted by tariffs if it gets its money back. The delivery giant issued the statement after filing a lawsuit in the US Court of International Trade, asking the Trump administration for a "full refund" of tariff payments. Though FedEx covers the cost of duties and tariffs on a customer's behalf when packages arrive in the US, it bills customers … Read the full story at The Verge.

格隆汇2月28日｜当地时间2月27日，美国国务院发表声明，更新针对以色列、约旦河西岸和加沙的旅行警告，警告等级维持第三级“重新考虑前往”不变。美国国务院表示，鉴于当地安全风险，“出于谨慎考虑”，已授权非紧急美国政府人员以及美国政府人员家属离开以色列。美国国务院表示，受安全事件影响，美国驻以色列大使馆可能在不提前通知的情况下，进一步限制或禁止美国政府雇员及其家属前往以色列部分地区、耶路撒冷老城以及约旦河西岸。声明还称，在商业航班仍可使用的情况下，相关人员可考虑离开以色列。美国国务院强调，此次更新主要是对上述授权离境安排作出说明，这份最新旅行警告取代了美国国务院此前于2025年7月13日发布的同类旅行警告。

DekaStruktur: 5 ErtragPlus I (D6RC.HM) 互動股市圖表 Yahoo 財經

Key PointsDraftKings is able to operate in 38 states now as its Predictions feature expands reach and offers upside not included in guidance.

BASF SE press release ( BASFY ): FY Non-GAAP EPS of €2.24. Revenue of €59.66B (-2.9% Y/Y). More on BASF SE BASF SE (BASFY) Q4 2025 Press Conference Call Transcript BASF SE 2025 Q4 - Results - Earnings Call Presentation I'm Comfortable Buying BASF Shares Here BASF says new year off to 'challenging' start, more cost cuts needed BASF slips after full-year earnings fall, miss guidance

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

Stablecoins could simplify payments and spark strong economic growth.

【有線新聞】目前環保回收主要靠市民手動分揀放入回收箱或者回收機，有本地初創企業透過AI視覺識別和傳感器等技術，研發能準確辨認不同垃圾的智能分類機，期望提升回收數量和效率，實現更精準的廢物回收和管理。 這間大學去年引入這三台智能垃圾回收機，讓師生分別回收膠樽、玻璃樽、鋁罐和紙包飲品盒，並獲積分回贈換領禮品，每周收集多達一萬件回收物。設備內有不同的傳感器，例如高清攝像頭和光譜分析儀，再配合人工智能，幾秒內就能準確辨認回收物，大幅提升回收率。 綠色人工智能科技公司產品負責人陳樹軒：「因為大部分機器都採用條碼掃描功能，如果沒有就會退回來，但其實很致命的問題就是我們本地的數據庫，可能只有香港生產的產品，而一些外國來的瓶子，其實機內條碼資料庫沒有，就會回收不到。」 研發這個技術的陳樹軒與團隊以超過50萬張、覆蓋幾十種不同類型廢物的圖片，訓練AI分辨這些回收物及垃圾，資料庫亦會不停更新，讓AI學習更多的垃圾種類、材質和包裝。公司亦有提供四合一的智能分類機，用戶放入回收物或者垃圾後可以自動分類為膠樽、鋁罐、紙包飲品盒和一般垃圾。 陳樹軒：「一方面我們保留條碼數據庫的準確性，AI就比較像是一個補全功能，一個智能補全功能，變成如果真的掃描不到，或者需要核實到底這產品是否可以，即是這物件的材質是否真的跟我資料庫的對應，這樣透過這兩層的驗證，就可以確保最後掉下去回收箱內是真的同一類物品，是可以將交叉污染的情況降到最低。」 政府自1998年推行「藍廢紙、黃鋁罐、啡膠樽」廢物分類回收，幾年前環保署檢討發現市區的路邊回收桶收集的回收物數量，只佔全港整體回收物數量少於0.1%，而且容易被誤放其他垃圾，隨著「綠在區區」等政策2015年在社區陸續開展，陳樹軒認為傳統回收模式已無法滿足現時香港對廢棄物管理精準和高效的要求。 陳樹軒：「我們目的都是希望，其實所有可以放置四色桶的地方，其實都可以放一台智能回收機於此，這樣其實市民走到哪裡都可以做這回收的動作，從而亦可以提升市民參與環保回收的積極性。」他又說會繼續改良回收機，擴大回收物的種類，並研發批量投放讓用戶無需逐件廢棄物放入回收機。

carstenbrandt/iStock Unreleased via Getty Images Unisys Corporation ( UIS ), which keeps large institutions' core systems running while helping to manage and modernize their IT environments, is down by nearly -60% in price since my last analysis of the company. I have never owned UIS stock but view it now as a pre-inflection value trade. The company's Q4 earnings showed light in a dark tunnel of losses, jumping +15% on the results. The forward PEG non-GAAP ratio is -83.5% below the sector median, with FY27 likely acting as an inflection catalyst. Unisys Consensus EPS Estimates (Seeking Alpha) That said, the investment remains high-risk as a microcap. It is, therefore, understandable that its deep undervaluation persists without momentum catalysts, like durable earnings growth. The volatility removes the appeal for long-term investors, potentially sparking marginal value rallies while consolidation and incremental downtrending remain the norm. These are the primary concerns I have and are the reason I initiated a short-term, 12-month trade, with an exit target of $4 per share, rather than a long-term investment. Q4 Earnings Facts Firstly, let's get a lay of the land with the objective data so that we can then analyze it without bias and according to our only logical objective: positive returns, and ideally alpha. Q4 showed operating leverage with revenue up by 5% year-over-year, with a non-GAAP operating margin at 18% versus 11.6% year-over-year. License and Support revenue, which is the primary high-margin engine, surged by 23% year-over-year. The Enterprise Computing Solutions segment also delivered a gross margin increase of 270 basis points, to 65.9%. Q4 total contract volume was up by 53% year-over-year, and backlog reached $3.15B versus $2.84B year-over-year, supporting a near-term revenue floor and de-risking the investment somewhat, even if growth is soft. Labor savings also caused the Cloud, Applications, & Infrastructure Solutions segment's gross margin to ...

格隆汇2月28日｜市场消息：特朗普表示，他未考虑为2026年中期选举宣布进入国家紧急状态。

Ofcom says it could now apply to courts to issue fines and demand internet service providers to block access to site A suicide forum linked to multiple deaths in Britain has been ruled in breach of the Online Safety Act after it failed to properly block access to UK users when ordered to do so last year. Ofcom, the online regulator, said it could now apply to the courts to issue fines and demand internet service providers block access to the site in the UK. This will depend on how the site responds over the next 10 days. Continue reading...

11 Most Undervalued AI Stocks to Buy Now Insider Monkey

AVPT tops Q4 estimates with 29% revenue growth and a 350% EPS surge, as SaaS strength and an upbeat 2026 outlook signal sustained momentum.

Amazon’s Fire TV Stick 4K Plus is on sale for $29.99, which is $5 shy of its best price. | Image: Amazon When Amazon first showed off its redesigned Fire TV OS at CES, we were impressed. It’s faster, better organized, and feels similar to Google’s top-notch TV interface. The update is now finally rolling out to the Amazon Fire TV Stick 4K Plus , making it an even better buy now that it’s on sale for $29.99 ($20 off) at Amazon , Best Buy , and Target — $5 shy of its best price to date. If you want something cheaper and don’t mind waiting for the update to arrive, the Amazon Fire TV Stick 4K Select is also on sale at Amazon , Best Buy , and Target , for $19.99 ($20 off), which is $2 more than its all-time low price. Amazon Fire TV Stick 4K Plus Where to Buy: $49.99 $29.99 at Target $49.99 $29.99 at Amazon $49.99 $29.99 at Best Buy The new Fire TV OS update makes navigating content even easier, adding tabs across the top for search, home, movies, TV shows, sports, news, and live content that pull recommendations from all of your subscriptions. Your apps now live on their own row, and you can pin up to 20 favorites instead of just six. You also get support for Alexa Plus, letting you search for specific types of content with your voice, jump to particular scenes, control compatible smart home devices, check sports scores, and more. The update also improves the remote, with a long press of the Home button opening a panel so you can quickly adjust audio or check on devices like Ring cameras. The Fire TV Stick 4K Plus is also a good streaming device on the hardware front. The middle child in the Fire TV stick lineup, it offers half the storage of the $40 Fire TV Stick 4K , but otherwise shares support for HDR10 Plus, Dolby Vision, and Dolby Atmos. You also get an Alexa Voice Remote included, for quick access to apps and voice controls. For most people, it offers a good balance between features and price. Amazon Fire TV Stick 4K Select Where to Buy: $39.99 $19.99 at Amazon ...

India set to enter global chipmakers' club with Micron's Sanand debut today Business Standard

格隆汇2月28日｜美国总统特朗普：关税已对诺华产生影响，并促使其杰出的领导人、医学博士瓦桑特·纳拉辛汉建设7个以上的制造和研发设施，创造了数以千计的就业岗位。激进左派以及那些就关税提起诉讼的“狂人”对此拒而不谈，但数百家其他公司也正在发生同样的情况。

We added a new Bullpen name during Friday's Monthly Meeting, and it has minimal economic sensitivity and faces little to no artificial intelligence disruption risk. It's Cardinal Health , a company that is the backbone of the U.S. health-care industry. The Bullpen is our watchlist of stocks that we want to consider buying for Jim Cramer's Charitable Trust, the portfolio of 30-something names managed by the CNBC Investing Club. Cardinal Health plays a major role in the health-care supply chain by supplying and distributing medicines and medical products to hospitals, retail pharmacies, and clinics. It buys prescription drugs from manufacturers and distributes them to hospitals, retail pharmacies, and clinics. It manufactures and distributes items such as surgical products, examination gloves, and other medical products and supplies. It provides health-care services and solutions, including inventory management and supply chain support. Cardinal Health operates in an industry that is effectively an oligopoly dominated by three players — the other two are McKesson and Cencora . A significant long-term tailwind for Cardinal Health is the aging U.S. population. Over the past 30 years, there has been a consistent increase in the number of Americans over the age of 65. As Cardinal Health likes to point out, when you are over the age of 65, you have a more than 50% chance of taking four or more pharmaceutical products. If you are over 65, there's a five times factor versus under 50. Cardinal believes there will be more Americans over age 65 every year for the next three-plus decades. That's a significant long-term tailwind to its business that won't change with what's happening to the broader economy. It's an incredibly economically resistant stock. Is there an AI threat here? That's the question we have to ask ourselves every time we buy or consider buying something. Shares of Cardinal Health sold off hard on Feb. 12 alongside the logistics and transportation stocks after ...

Taylor Lindman, former executive at blockchain platform Chainlink (CRYPTO: LINK), began his role as Chief Counsel for the SEC’s Crypto Task Force on Monday. ‘Great Things’ To Come, Says Crypto Task Force Head Hester Peirce, SEC Commissioner and head of...

⚽ Premier League updates from the 8pm GMT kick-off ⚽ Live scores | Table | Read Football Daily | Mail Tom Aston Villa fans are nervous about this one. Wolves have not lost at home against their Midlands rivals since 2020 and generally have a decent record in this fixture when it’s played at Molineux. After a slump in form Unai Emery’s side are no longer looking up the table and instead have a resurgent Manchester United breathing uncomfortably down their neck like an unwanted admirer on a sweaty dancefloor. With others in the hunt for Europe starting to appear in Villa’s rearview mirror, it is a bad time for the goals to have dried up, but that they have. Four goals in their last five games have been enough to earn one two draws, two defeats and one win. Out of the FA Cup and handed a testing tie against Lille in the Europa League, the next month is going to be crucial in determining the outcome of Villa’s season. In theory this is exactly the kind of fixture they would want right now, a struggling opponent with one of the league’s worst defences, but Wolves will be up for this. Continue reading...