(RTTNews) - Netflix Inc. (NFLX) on Friday said it received a $2.8 billion termination fee after Warner Bros. Discovery Inc. (WBD) terminated its merger deal to enter into a merger agreement with Paramount Skydance Corp.
(RTTNews) - Netflix Inc. (NFLX) on Friday said it received a $2.8 billion termination fee after Warner Bros. Discovery Inc. (WBD) terminated its merger deal to enter into a merger agreement with Paramount Skydance Corp.
PeopleImages/iStock via Getty Images Introduction The last time I covered Sabra Health Care ( SBRA ), I highlighted their solid upside potential as they accelerate the SHOP model and attractive valuation, standing to benefit significantly from the Silver Tsunami. With a solid report released recently, good guidance and still an attractive yield with room to grow, I reiterate SBRA’s Buy rating, as ...
PeopleImages/iStock via Getty Images Introduction The last time I covered Sabra Health Care ( SBRA ), I highlighted their solid upside potential as they accelerate the SHOP model and attractive valuation, standing to benefit significantly from the Silver Tsunami. With a solid report released recently, good guidance and still an attractive yield with room to grow, I reiterate SBRA’s Buy rating, as the company remains in a good position to benefit from potential macro tailwinds. Internal Developments Sabra Health Care REIT IR SBRA reported an overall solid Q4 and 2025, despite a slight miss on the market’s estimated FFO and a slight beat on revenue , with a Normalized AFFO of $365.41 million, slightly below my previous estimate of $368.55 million, growing it from $1.49 per share from $1.44 back in 2024, for a roughly 3.5% increase YoY, which is not terrible for a REIT in this environment. Sabra Health Care REIT IR As for the guidance, SBRA expects a 4.9% to 5.4% increase in FFO and roughly 5.37% growth in Normalized AFFO, planning to expand their SHOP portfolio while expecting more than $450 million worth of investments (the 2025 level) in 2026, with SBRA’s CEO highlighting the following during their Q4 Earnings Call : Our guidance of 4.9% and 5.4% growth at the midpoint for normalized FFO and normalized AFFO, respectively, reflects continuing execution of our strategy. Our pipeline continues to be robust. We completed approximately $450 million in investments for 2025. We had discussed on our last call exceeding $500 million. A couple of those deals fell over into 2026, but no deals fell out. So we're closing on everything that we said we would close on, on our last call. Our investment activity has grown $200 million since our last call, and we're currently in the process of closing $240 million of awarded deals, most of which will close in Q1 and early Q2. Our expectation is that we will materially exceed the volume of 2025 investments and are clearly off to a stro...
ronniechua/iStock via Getty Images International equities have been markedly outpacing the U.S., although a quick scan shows there are still country exchange-traded funds lagging even a tiny S&P 500 ( SP500 ) ( SPY ) gain so far this year. U.S. stocks ( SPY ) were up less than 1% year-to-date as of Friday midafternoon trading, trailing emerging markets ( EEM ) +14%. South Korea ( EWY ) is the larg...
ronniechua/iStock via Getty Images International equities have been markedly outpacing the U.S., although a quick scan shows there are still country exchange-traded funds lagging even a tiny S&P 500 ( SP500 ) ( SPY ) gain so far this year. U.S. stocks ( SPY ) were up less than 1% year-to-date as of Friday midafternoon trading, trailing emerging markets ( EEM ) +14%. South Korea ( EWY ) is the largest foreign gainer, surging 55% in a historic, AI-led rally, followed by Peru ( EPU ) +29% and Thailand ( THD ) +25%. On the other hand, Denmark ( EDEN ) is leading the international losers, sliding 5.4% YTD, amid disappointing news around Novo Nordisk ( NVO ) ( NONOF ). From there, Indonesia ( IDX ) slid 3.6%, Kuwait ( KWT ) -3.5%, India ( IMVP ) -2.9% and Argentina ( ARGT ) -0.3%. SPY, EDEN, IDX, KWT, IMVP, ARGT year-to-date price returns (Seeking Alpha) Emerging Market ETFs: ( IEMG ), ( VWO ), ( EEM ), ( SPEM ), ( SCHE ), and ( AVEM ). More on iShares MSCI Denmark Capped ETF, VanEck Indonesia Index ETF, etc. ARGT: 2026 Sets Up A Political Stability Trade ARGT: A Guide To Argentina Equity Exposure Via Global X's ETF Garden Of EDEN: Despite Turbulent Greenland Geopolitics, Denmark Is A Buy U.S. Supreme Court tariff ruling could ease India’s Russian oil trade worries India's stock market rallies as investors cheer U.S. trade deal
According to The Motley Fool's Best Places to Retire Index , Florida, California, and Texas are the three best states to retire in. Florida and Texas have lower taxes and a lower cost of living than many other states, while California ranks highest in quality of life. As a result, many retirees might overlook the entire Midwest region . But according to our index, several Midwestern cities have ab...
According to The Motley Fool's Best Places to Retire Index , Florida, California, and Texas are the three best states to retire in. Florida and Texas have lower taxes and a lower cost of living than many other states, while California ranks highest in quality of life. As a result, many retirees might overlook the entire Midwest region . But according to our index, several Midwestern cities have above-average quality-of-life scores and a below-average cost of living. Let's review four of those cities: Saint Paul, Minneapolis, Chicago, and Milwaukee. Image source: Getty Images. Continue reading
Uwe Krejci/DigitalVision via Getty Images Introduction The last time I covered Match Group, Inc . ( MTCH ), I highlighted their attractive valuation, with a strong yield and overall great financial shape despite ongoing headwinds across many of their segments. Following a strong report and even better-than-expected guidance, I am upgrading MTCH to a Strong Buy, as the valuation is very attractive ...
Uwe Krejci/DigitalVision via Getty Images Introduction The last time I covered Match Group, Inc . ( MTCH ), I highlighted their attractive valuation, with a strong yield and overall great financial shape despite ongoing headwinds across many of their segments. Following a strong report and even better-than-expected guidance, I am upgrading MTCH to a Strong Buy, as the valuation is very attractive even for a very conservative outlook, while the company continues to deliver strong cash flow and a very attractive yield, standing to benefit from macro tailwinds and Tinder’s potential turnaround. Internal Developments Match Group IR Match reported a solid Q4 and 2025 overall, beating the market’s top- and bottom-line estimates, while we can see trends continuing, with Tinder, E&E, and their Asian segments falling due to headwinds in terms of revenue but gaining either paying users or delivering higher revenue per payer, while Hinge continued to be a strong growth engine. Especially with Hinge growing so well and still having potential to expand abroad, I believe that if they manage to turn Tinder around or at least stop it from bleeding paying users (down 8% in Q4 YoY), there is massive potential given how much money this company makes, and there are certainly catalysts to pay attention to even in the macro environment. Match Group IR As we can see, Match reported yet another year of strong FCF, reaching $1.02 billion in 2025, with a very strong ~83% FCF conversion rate, placing them at a P/FCF ratio of ~7.14, which is already getting very solid even if we assume limited growth. Match Group IR Not only that, but MTCH expects an even stronger FCF in 2026 despite relatively flat revenues, expecting between $1.085 billion and $1.135 billion, for a midpoint of $1.11 billion and an increase of ~8.8%, which is not bad at all despite the turnaround year for Tinder and is far from the distressed valuation the market is implying. They expect Tinder revenues to drop by the same as...
Sven Piper/iStock Editorial via Getty Images Elon Musk's SpaceX ( SPACE ) may file confidentially for an initial public offering as soon as next month. SpaceX ( SPACE ) plans to submit its draft IPO registration to the US Securities and Exchange Commission next month, according to a Bloomberg report on Friday, which cited people familiar with the matter. The filing would allow SpaceX to keep its p...
Sven Piper/iStock Editorial via Getty Images Elon Musk's SpaceX ( SPACE ) may file confidentially for an initial public offering as soon as next month. SpaceX ( SPACE ) plans to submit its draft IPO registration to the US Securities and Exchange Commission next month, according to a Bloomberg report on Friday, which cited people familiar with the matter. The filing would allow SpaceX to keep its plans on track for a June listing. A listing for SpaceX would raise as much as $50 billion, and the company could seek a valuation in the IPO of more than $1.75 trillion, according to the report. SpaceX ( SPACE ) didn’t immediately respond to a request for comment from Bloomberg. Shares of EchoStar ( SATS ) rose 6.8% following the report. More on SpaceX SpaceX-xAI Deal: Building America's New Icon SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab RONB: With The SpaceX-xAI Merger, Musk Aims For The Stars But May Land In The Sun US agencies raise concerns over use of xAI's Grok: report xAI co-founder Toby Pohlen latest executive to exit following SpaceX merger
A heavy slate of economic data will headline the first week of March, with fresh updates on manufacturing and labor. Investors will also weigh tech and retail earnings from the likes of Broadcom and Target.
A heavy slate of economic data will headline the first week of March, with fresh updates on manufacturing and labor. Investors will also weigh tech and retail earnings from the likes of Broadcom and Target.
The surge in artificial intelligence (AI) has ignited an infrastructure supercycle, with a favorable outlook for companies that provide power, cooling, and specialized data center solutions. One company that could be a hidden gem for this growth is Eaton (NYSE: ETN) . The industrial company is a power management and cooling behemoth poised to benefit from the tailwinds of the AI data center superc...
The surge in artificial intelligence (AI) has ignited an infrastructure supercycle, with a favorable outlook for companies that provide power, cooling, and specialized data center solutions. One company that could be a hidden gem for this growth is Eaton (NYSE: ETN) . The industrial company is a power management and cooling behemoth poised to benefit from the tailwinds of the AI data center supercycle. Artificial intelligence is changing the physical and architectural infrastructure needed for modern data centers . Traditional cloud computing racks consume 10 to 15 kilowatts and use standard air cooling. However, next-generation AI processors consume 80 to 100 kilowatts per rack, necessitating a transition to liquid cooling. Eaton is a legacy electrical component supplier transforming into an integrated infrastructure partner for AI hyperscalers. Continue reading
Top Nike Distributor Sounds Profit Alarm As BNP Says China Remains "Red Flag" Nike has reported declining quarterly sales in China, where demand remains under pressure from mounting macroeconomic headwinds, and the brand continues to lose market share to newer competitors. This weakness has dented the shoemaker's broader turnaround efforts and suggests a much-needed reset in the Chinese market. Th...
Top Nike Distributor Sounds Profit Alarm As BNP Says China Remains "Red Flag" Nike has reported declining quarterly sales in China, where demand remains under pressure from mounting macroeconomic headwinds, and the brand continues to lose market share to newer competitors. This weakness has dented the shoemaker's broader turnaround efforts and suggests a much-needed reset in the Chinese market. The stock is down 65% from its 2021 peak and is now trading at 2017 levels, as investors hope management will accelerate a turnaround plan to reverse this devastating multi-year bear market. However, a profit warning from a major distribution channel and commentary from BNP Paribas analyst Laurent Vasilescu only suggest more trouble ahead. On Friday, Pou Sheng, a major distribution and retail channel for Nike in Greater China , warned that its 2025 attributable profit will likely plunge 57% year over year to RMB 211 million, while revenue is expected to decline 7.2% to RMB 17.1 billion. Management blamed " operational deleverage, due to intense discount pressures and a decline in sales, which significantly constrained the Group's profitability ." " The mainland China market encountered subdued consumer confidence and elevated industry inventory levels, leading to aggressive promotional activities and impacting the Group's top-line performance ," the supplier wrote in a profit warning update on Friday. The supplier continued, " Its retail stores experienced a further slowdown in sales momentum, driven by sustained weakness in foot traffic and a mid-teens percentage decline in same-store sales. Lower-tier cities also saw sluggish foot traffic, substantially undermining the performance of its sub-distributor channels ." BNP Paribas analyst Vasilescu said Pou Sheng and Top Sports are the two main operators of Nike's roughly 5,000 mono-branded stores in China and noted that Top Sports also faces mounting structural pressure. He noted this reinforces his long-term bearish view on N...
U.S. Rep. Maxine Waters (D-Calif.) gestures at the United Center, on Day one of the Democratic National Convention (DNC) in Chicago, Illinois, U.S., August 19, 2024. Mike Segar | Reuters House Democrats this week laid out their plans to counter President Donald Trump 's rhetoric about "nationalizing" this year's elections ahead of the 2026 midterms. The lawmakers convened at their annual policy re...
U.S. Rep. Maxine Waters (D-Calif.) gestures at the United Center, on Day one of the Democratic National Convention (DNC) in Chicago, Illinois, U.S., August 19, 2024. Mike Segar | Reuters House Democrats this week laid out their plans to counter President Donald Trump 's rhetoric about "nationalizing" this year's elections ahead of the 2026 midterms. The lawmakers convened at their annual policy retreat , where they set their agenda for the year and hone campaign messaging. They met in northern Virginia this week following Trump's escalating calls for voter-ID requirements at the polls and his desire to require presenting documents to register to vote, both changes that would likely disenfranchise voters across the U.S. A pending Supreme Court decision on the Voting Rights Act also looms large, and Trump has said he is considering ways of imposing the changes he wants even if Congress does not pass legislation. "This is a five alarm fire," Rep. Terri Sewell , D-Ala., said at a Congressional Black Caucus press conference at the retreat's close on Friday. "We are going to fight back, and we are going to use every tool in the toolkit." Sewell, who is also a member of the House Administration Committee that has jurisdiction over federal elections, said options include litigating, legislating and mobilizing. But with a minority in both chambers, Democrats are somewhat limited in the run-up to the pivotal 2020 midterm elections that will decide control of the House. Read more CNBC politics coverage Congress takes on Nvidia, White House as it pushes for chip export limits Warren calls Trump’s bluff on affordability after State of the Union House Dems project midterm optimism at annual policy retreat following State of the Union Trump in recent months has again become laser-focused on elections, rehashing some of his old, unfounded claims about the 2020 presidential contest being "rigged " and noncitizens voting . It is illegal for noncitizens to vote in federal elections an...
In shaking up its Artemis lunar program, NASA's new moon plan looks more like the Apollo missions of the 1960s. Instead of landing on the surface on Artemis III, NASA hopes to do so on Artemis IV. (Image credit: Gregg Newton)
In shaking up its Artemis lunar program, NASA's new moon plan looks more like the Apollo missions of the 1960s. Instead of landing on the surface on Artemis III, NASA hopes to do so on Artemis IV. (Image credit: Gregg Newton)