Solskin/DigitalVision via Getty Images I reiterated a ‘buy’ rating on Thermo Fisher Scientific ( TMO ) on August 6, 2025, highlighting its business strength in the pharma and biotech markets. The company delivered 3% organic revenue growth in Life Science Solutions in FY25, demonstrating a gradual recovery in the broader biotech and pharmaceutical industries. I favor the company’s acquisition of C...
Solskin/DigitalVision via Getty Images I reiterated a ‘buy’ rating on Thermo Fisher Scientific ( TMO ) on August 6, 2025, highlighting its business strength in the pharma and biotech markets. The company delivered 3% organic revenue growth in Life Science Solutions in FY25, demonstrating a gradual recovery in the broader biotech and pharmaceutical industries. I favor the company’s acquisition of Clario Holdings, as it could further strengthen Thermo Fisher Scientific’s laboratory products and biopharma services. I reiterate a ‘buy’ rating on Thermo Fisher Scientific with a fair value of $619 per share. Thermo Fisher Scientific announced it would acquire Clario Holdings for $8.875 billion in cash on October 29, 2025, and anticipated closing the deal by mid-2026. I favor the deal for several reasons. First, Clario is one of the leading players in the clinical trial endpoint data solutions, supporting more than 70% of FDA drug approvals historically, according to the release. The trial data platform is mission-critical in the drug development process, in my view. As such, the business is highly recurring in nature, which could help Thermo Fisher Scientific generate sustainable revenue growth. Second, with Clario’s data resources across the drug development process, Thermo Fisher Scientific could potentially utilize AI to accelerate clinical research and provide pharma and biotech companies with data-driven insights. In January 2026, Thermo Fisher Scientific announced its partnership with NVIDIA ( NVDA ) to power AI technology in laboratory automation. I anticipate the company will continue partnering with AI vendors to enhance data analytics capabilities and business operations. Therefore, the acquisition of Clario lays a solid foundation for future AI applications. Lastly, Clario generated around $1.25 billion in revenue in 2025, and Thermo Fisher Scientific anticipated the business to grow at a high-single-digit rate, according to the release. As a result, the acquis...
In this article UAMY BA Follow your favorite stocks CREATE FREE ACCOUNT U.S. Secretary of State Marco Rubio speaks to reporters in a departure lounge before returning to Washington following meetings with Caribbean Community (CARICOM) leaders, at Robert L. Bradshaw International Airport in Basseterre, Saint Kitts and Nevis, February 25, 2026. Jonathan Ernst | Reuters As the Senate returns late Mon...
In this article UAMY BA Follow your favorite stocks CREATE FREE ACCOUNT U.S. Secretary of State Marco Rubio speaks to reporters in a departure lounge before returning to Washington following meetings with Caribbean Community (CARICOM) leaders, at Robert L. Bradshaw International Airport in Basseterre, Saint Kitts and Nevis, February 25, 2026. Jonathan Ernst | Reuters As the Senate returns late Monday and the House plans to reconvene on Tuesday, the White House is planning a series of briefings with members on the weekend attack on Iran. Secretary of State Marco Rubio will brief congressional leaders on the war in Iran on Monday afternoon. On Tuesday, Secretary of Defense Pete Hegseth , CIA Director John Ratcliffe and Chairman of the Joint Chiefs of Staff Dan Caine will hold an all-Congress briefing, the White House confirmed on Monday. White House spokesperson Dylan Johnson on Monday said relevant congressional staffers had also been briefed. "Yesterday, the Department of War briefed the bipartisan staffs of several national security committees in both chambers for over 90 minutes on the military action in Iran," Johnson said in an email on Monday. Immediately after the attacks, which killed Iran's Supreme Leader Ayatollah Ali Khamenei, bipartisan lawmakers called for briefings on the military action. Democrats, in particular, questioned the legality of the strikes, which were carried out without authorization from Congress. Read more U.S.-Iran news Follow CNBC's live coverage of the U.S. strikes in Iran Iran war prediction bets draw heat: ‘Insane this is legal’ Pro: U.S.-Iran war sparks market sell-off. When is it time to buy the dip? Iran strikes halt Qatar LNG output, shaking global energy markets Khamenei's death raises questions about Trump's China trip Defense stocks jump as U.S., Iran exchange attacks What travelers need to know after the U.S., Israeli strikes on Iran How Iran chooses its supreme leader, and who could be next? Iran conflict: Where things stan...
hxdbzxy/iStock via Getty Images As we move into the third month of 2026 amidst tense geopolitical conditions, b elow is a list of the best performing 10 industrial stocks with market capitalizations of $10B or more in February. The list includes U.S.-based companies across various industrial subsectors and is ranked based on one-month price performance. The list is topped by Modine Manufacturing C...
hxdbzxy/iStock via Getty Images As we move into the third month of 2026 amidst tense geopolitical conditions, b elow is a list of the best performing 10 industrial stocks with market capitalizations of $10B or more in February. The list includes U.S.-based companies across various industrial subsectors and is ranked based on one-month price performance. The list is topped by Modine Manufacturing Company ( MOD ), with a gain of over 54%. Regal Rexnord ( RRX ) and XPO ( XPO ) are next, both exceeding 40% growth for the month. Vertiv Holdings Co ( VRT ) and Generac Holdings ( GNRC ) round out the top five with gains of 34.71% and 32.22%, respectively. Notably, ATI ( ATI ) and Modine Manufacturing Company ( MOD ) have earned Strong Buy Quant ratings, while most other stocks on the list carry Hold ratings. Here is the list: Modine Manufacturing ( MOD ), 1 month performance percentage: 54.70% Regal Rexnord ( RRX ), 1 month performance percentage: 42.95% XPO ( XPO ), 1 month performance percentage: 41.64% Vertiv ( VRT ), 1 month performance percentage: 34.71% Generac Holdings ( GNRC ), 1 month performance percentage: 32.22% ATI ( ATI ), 1 month performance percentage: 31.77% GE Vernova ( GEV ), 1 month performance percentage: 26.12% FedEx ( FDX ), 1 month performance percentage: 23.87% Comfort Systems USA ( FIX ), 1 month performance percentage: 23.18% Howmet Aerospace ( HWM ), 1 month performance percentage: 21.81% Industrials ETFs: ( XLI ), ( VIS ), ( FXR ), ( IYJ ), ( FIDU ), and ( RSPN ) More on industrial stocks A Rare XLI/XLF Decoupling Is Flashing That Also Happened In 1999, 2007, And 2020 VT: Still The Best Approach To Passive Investing FXR: Sophisticated Strategy With A High Fee Lagging XLI, A Hold Large-cap industrials margin leaders as PPI comes in hot Treasury signals tariff strategy to continue as courts weigh potential refunds
Amazon cloud services have been disrupted after an object hit a data center in the UAE, raising fresh concerns about the vulnerability of critical digital infrastructure as tensions with Iran ramp up. Vlad Rikhter, the co-founder and CEO of Fencer, a cyber security platform, joined Bloomberg Open Interest to talk about the vulnerability of US infrastructure and new AI challenges in US cyber securi...
Amazon cloud services have been disrupted after an object hit a data center in the UAE, raising fresh concerns about the vulnerability of critical digital infrastructure as tensions with Iran ramp up. Vlad Rikhter, the co-founder and CEO of Fencer, a cyber security platform, joined Bloomberg Open Interest to talk about the vulnerability of US infrastructure and new AI challenges in US cyber security.
Amazon cloud services have been disrupted after an object hit a data center in the UAE, raising fresh concerns about the vulnerability of critical digital infrastructure as tensions with Iran ramp up. Vlad Rikhter, the co-founder and CEO of Fencer, a cyber security platform, joined Bloomberg Open Interest to talk about the vulnerability of US infrastructure and new AI challenges in US cyber securi...
Amazon cloud services have been disrupted after an object hit a data center in the UAE, raising fresh concerns about the vulnerability of critical digital infrastructure as tensions with Iran ramp up. Vlad Rikhter, the co-founder and CEO of Fencer, a cyber security platform, joined Bloomberg Open Interest to talk about the vulnerability of US infrastructure and new AI challenges in US cyber security. (Source: Bloomberg)
As tensions between the U.S. and Iran rose over the past few weeks, traders were using Kalshi and Polymarket to bet on whether Iran’s Supreme Leader Ali Khamenei would remain in power. But when news broke that Khamenei was killed in U.S.-Israel strikes, these traders were left with more questions than answers.
As tensions between the U.S. and Iran rose over the past few weeks, traders were using Kalshi and Polymarket to bet on whether Iran’s Supreme Leader Ali Khamenei would remain in power. But when news broke that Khamenei was killed in U.S.-Israel strikes, these traders were left with more questions than answers.
The introduction of sweeping tariffs last year by U.S. President Donald Trump became one of the central themes of the administration’s first year in power. Although Trump had imposed tariffs during his first term, his actions in 2025, including proposing tariffs as high as 200% on pharmaceuticals in the retaliatory back-and-forth with China, roiled markets, disrupted diplomatic ties, and put inves...
The introduction of sweeping tariffs last year by U.S. President Donald Trump became one of the central themes of the administration’s first year in power. Although Trump had imposed tariffs during his first term, his actions in 2025, including proposing tariffs as high as 200% on pharmaceuticals in the retaliatory back-and-forth with China, roiled markets, disrupted diplomatic ties, and put investors on shaky ground. After a year, it seems like the tariff war is far from getting over, with the Trump administration starting 2026 with more tariff announcements. Click he re to see the tariff timeline from January last year. Here are the key developments that took place in February 2026: Feb 2, 2026: The White House said it would cut its reciprocal tariff on Indian imports to 18% from 25% following a call between Prime Minister Narendra Modi and President Donald Trump. As part of the agreement, India committed to buying more American-made goods, Venezuelan oil, and to cease purchases of Russian oil. Feb 9, 2026: According to a Financial Times report , the Trump administration intends to spare companies including Amazon ( AMZN ), Google ( GOOG ) ( GOOGL ), and Microsoft ( MSFT ) from forthcoming tariffs on chips. Feb 12, 2026: Washington and Taipei reach a trade agreement that reduces tariffs on Taiwanese exports to 15%. Taiwan will also remove or reduce 99% of tariff barriers on U.S. goods, as well as provide “preferential market access” for U.S. industrial and agricultural exports. These include autos, beef products, and minerals. Feb 17, 2026: According to a Financial Times report , President Trump planned to roll back some tariffs on steel and aluminum goods. Feb 20, 2026: The U.S. Supreme Court ruled in a 6-3 decision to strike down President Trump’s tariffs. The ruling found that Trump did not have the authority to impose tariffs under the International Emergency Economic Powers Act. Following this, Trump criticized the Supreme Court's decision, calling the ruling...
DKosig Jefferies upgraded Marriott Vacations Worldwide ( VAC ) to a Buy rating after having the timeshare stock lined up at Hold. Following a long period of underperformance that the firm believes was largely driven by management execution, changes to the CEO and COO roles with picks that had successful experiences across a broad range of timeshare products (Vistana, Starwood, ILG, Diamond) are ex...
DKosig Jefferies upgraded Marriott Vacations Worldwide ( VAC ) to a Buy rating after having the timeshare stock lined up at Hold. Following a long period of underperformance that the firm believes was largely driven by management execution, changes to the CEO and COO roles with picks that had successful experiences across a broad range of timeshare products (Vistana, Starwood, ILG, Diamond) are expected to drive improvement. "We believe the opportunities to capitalize on its access to Marriott Bonvoy and existing assets, coupled with the latent value of the underutilized Hyatt brand rights, are readily available," highlighted analyst David Katz. Katz and his team believe that the current environment, where timeshares have proven stable and durable in a wide range of circumstances, will be positive for timeshare sales. The firm sees a potential turnaround set up for Marriott Vacations ( VAC ) under the new management with its track record of proven execution. The stock was called highly compelling, with VAC featuring best-in-class assets. Jefferies boosted its price target on Marriott Vacations ( VAC ) to $102 to represent more than 60% upside potential from the current trading level. Shares of Marriott Vacations ( VAC ) were up 2.9% in Monday afternoon trading to $66.88. More on Marriott Vacations Marriott Vacations Worldwide Corporation 2025 Q4 - Results - Earnings Call Presentation Marriott Vacations Worldwide Corporation (VAC) Q4 2025 Earnings Call Transcript Marriott Vacations Q4 Review: Finding A Bottom Marriott Vacations targets $755M–$780M adjusted EBITDA in 2026 as leadership drives operational transformation Marriott Vacations Worldwide appoints Matthew Avril as CEO