inarik/iStock via Getty Images Thesis Redwire Corporation ( RDW ) just reported some decent revenue growth in 2025. FY25 sales are up 10.3% to $335.4 million, and Q4 '25 up 56.4%. We can put this down to rising defense and space contract wins, which is nice to see. The company also managed to end the year with a record $411 million backlog and a 1.32 book-to-bill ratio. This is set to support their 2026 revenue outlook of $450 to $500 million. However, despite the strong numbers, the results were a bit mixed since the company also posted some hefty one-time charges and development-stage program costs. This led to a net loss of $226.6 million and compressed margins, which means future performance now depends on improving execution/profitability since quite a few programs are now moving into production. In my previous coverage , I felt the company was showing pretty good sales momentum going into these earnings. European revenue was growing, and they were showing some very innovative products. However, despite the innovations, we want to see them on track towards profitability. And I feel this transition into more defense production-related contracts should help. The company has split its revenue segments to reflect this. I see managment lookign for a few things in 2026, with the biggest being fewer development-heavy programs as a percentage of revenue. This should help margins a lot. They're also aiming for a cleaner cost base after 2025’s write-downs, which didn't help from a profitability viewpoint. Lastly, the backlog conversion in 2026 needs to be faster, especially in the Defence segment. FY25 results Redwire has just closed out 2025 with some pretty solid top-line momentum. However, they’re also seeing a continued profitability pressure with the whole narrative of reshaping themselves into a broader space-and-defense tech platform. FY25 revenue hit $335.4 million, up about 10.3% year over year, whilst Q4 '25 revenue jumped 56.4% to a hefty $108.8 million. So th...

Holding, wrestling, battling - call it what you will. Corner kicks in the Premier League are becoming dominated by it. Can anything be done?

First American Financial ( FAF ) was upgraded at Stephens to Overweight from Equal-Weight on improving margin trajectory. Price target was raised to $81.00 from $70.00. Shares were +0.61% to $70.54 during Monday late-morning trading. "First American's 4Q25 results reinforce our view that the company is navigating a still-muted housing backdrop with improving profitability and solid commercial execution," said analyst Oscar Nieves. "Title margins expanded meaningfully in 2025 despite existing home sales remaining well below normalized levels, reflecting both favorable mix and improved operating discipline," added Nieves. "Management expects commercial revenue to exceed its prior 2022 peak in 2026, while residential activity is likely to improve gradually as affordability conditions stabilize," noted the analyst in the research note. FAF trades below its 10-year average despite strengthening earnings power, the research note said. "In our view, the current multiple does not fully reflect the durability of the company's margin profile and its positioning into a recovering housing cycle," said Nieves. The rating aligns with the average sell-side analysts and Seeking Alpha authors rating of Buy. Meanwhile, the Quant Rating system grades FAF as a Strong Buy. More on First American Financial First American Financial: Lower Rates Are A Benefit First American Financial Corporation (FAF) Q4 2025 Earnings Call Transcript First American: Improving Fundamentals At A Compelling Valuation First American projects record commercial revenue for 2026 as AI rollout accelerates First American Financial Non-GAAP EPS of $1.99 beats by $0.56, revenue of $2.05B beats by $250M

Key PointsGates Capital exited Lamb Weston in the fourth quarter, selling off 1,096,923 shares.

It might be a good idea for every long-term investor to at least consider getting AI exposure in their portfolios.

Michael Vi/iStock Editorial via Getty Images In today’s stock market, value-oriented investors now have an abundance of choice when it comes to heavily sold-off, cheap stocks. To me, this isn’t a time for passive index investing: we need to be careful to load up on high-quality names that trade at a great price. Yelp ( YELP ), the food and services review website, has been steadily losing both market value as well as website visitors. Shares of Yelp have declined more than 30% over the past year, and an underwhelming recent Q4 earnings print did little to lift the mood in this name. The question for investors now is: has Yelp reached its trough, or do declining fundamentals justify its fall? Data by YCharts I last wrote a sell rating on Yelp in December, when the stock was trading at $31 per share. Since then, Yelp has lost ~30% of its value. While I had been hopeful that the stronger value angle would help to offset weaker fundamentals, I’m increasingly nervous about Yelp’s sharp reduction in ad clicks. I’m reiterating my sell rating on this stock. Slowing organic growth highlighted by M&A push For most of the past two years, Yelp has increasingly straddled two core businesses. The company is perhaps best known for its restaurant reviews. But in recent years, as restaurant traffic has declined and Yelp's own website has lost viewership power, the company has increasingly turned to its home services business to drive growth. The company is planning on doubling down on home services in 2026. While Yelp's desire to diversify its business is admirable, it's unclear if the company actually has the organic know-how to achieve its vision. As its growth slows, Yelp is increasingly turning to M&A to solve its issues. The company just spent $270 million in cash (plus an additional $30 million in employee retention awards) to acquire Hatch, a lead-management platform for services business. This represents a sharp 12x ARR multiple against the company's ~$25 million of ARR. In ...

Key PointsThis AI ETF owns some of the most dominant technology companies in the world, including Nvidia.

Lenovo Legion 7a Gen 11 Laptops Feature AMD Strix Halo APU and NVIDIA RTX 5060 Dedicated Graphics Technetbook

Rep. Ted Lieu Spreads Bizarre Conspiracy In Congressional Hearing Authored by Jonathan Turley, Years ago, Rep. Ted Lieu (D., Cal.) demanded that “Facebook should do more internally to regulate fake news and point out fake news.” This week, he finally made his case for such private censorship. Lieu went full conspiracy theorist during a congressional hearing this week, leaving many gobsmacked. Lieu’s rave about the alleged murder of a child made the National Inquirer look like the Bulletin of the Atomic Scientists. In an age of rage, Lieu knows that you must go louder and bigger to be heard above the mob. Facts are no passé and Lieu is known for sensational claims like claiming that “ Trump is broke .” At a House Judiciary Committee hearing on the Epstein files, Lieu won the race to the bottom with his colleagues in making outrageous, unsupported claims. It was a moment reminiscent of the recent face-planting by Rep. Ro Khanna (D., Cal.) in disclosing the names of powerful men shielded by the Administration in the scandal. (Four had no connection to Epstein). He suggested that Trump not only abused a minor, but that she was later bumped off to keep her from speaking. What Lieu does not inform the public is that his blockbuster disclosure was based on the unverified account of an anonymous man, who worked as a limo driver in 1995. The bizarre account claimed the driver picked up Trump and overheard him on the phone with someone called “Jeffrey” and made references to “abusing some girl.” The driver said that he wanted to pull over and “hurt him”. Driver Dan Ferree has self-identified as the source referenced by Lieu. Ferree reportedly has posted hundreds of politically anti-Trump and extreme memes to his Facebook account , including a recent image of Trump in what appears to be a casket. He has also reportedly claimed that he was stalked by Trump associates. In a defamation case, Ferree would be difficult to pass off as a credible source for a publication. The use of ...

The S&P 500 Index ($SPX ) (SPY ) today isup +.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.06%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.44%. Stocks initially retreated today after the US and Israel launched joint military attacks on Iran....

War in the Middle East poses a two-pronged threat to the cruise industry.

Key PointsConflict in the Middle East is driving oil prices higher.

In trading on Monday, shares of the iShares— iBonds— Dec 2026 Term Treasury ETF (Symbol: IBTG) crossed below their 200 day moving average of $22.89, changing hands as low as $22.85 per share. iShares— iBonds— Dec 2026 Term Treasury shares are currently trading down about 0.3% o

Jim Cramer's advice for investors navigating fallout from the U.S.-Israeli attack on Iran: Be selective. With stocks initially selling off (but way off their lows in late morning trading; stay tuned) and oil spiking on supply-disruption fears, Jim sees moves to make on the first Wall Street trading day since the conflict began. But, at this point, the Middle East conflagration does not require a full-scale rethinking of the portfolio, or anything close to it. For example, it does not derail the long-term story around artificial intelligence adoption — so much so that, during the Morning Meeting on Monday, Jim said investors who don't own any Nvidia can start building a position here. Where else are there opportunities to put money to work? Jim recommends looking at an industry that's insulated from any economic fallout. "When I go over what I want to buy here, I come back and I say health care because health care won't get hurt," Jim said Monday on CNBC. We did exactly that on Monday morning, initiating a position in Cardinal Health , an important behind-the-scenes player in the health care industry that distributes pharmaceuticals and medical supplies. Cardinal Health also has some exciting growth initiatives, including a string of acquisitions of management service organizations, which are companies that handle the business operations for doctors and clinicians. During our Monthly Meeting on Friday, we added Cardinal Health to our Bullpen watchlist. On the other hand, Jim believes the market reaction is creating opportunities to lighten up in certain areas — most notably, oil. That had been a strong group of stocks in 2026, even before additional gains Monday on the back of spikes in crude prices. The energy sector ended Friday up 25% year to date, benefiting in part from a rotation into companies with "heavy assets" and an increase in oil prices as investors priced in elevated tensions in the Middle East. "It's a great time to sell," Jim said Monday, recommending...

In trading on Monday, shares of the iShares iBoxx $ High Yield Corporate Bond ETF (Symbol: HYG) crossed below their 200 day moving average of $80.48, changing hands as low as $80.03 per share. iShares iBoxx $ High Yield Corporate Bond shares are currently trading down about 0.7

Phoenix, AZ, March 02, 2026 (GLOBE NEWSWIRE) -- American Home Water & Air today announced the launch of its new Comfort Club Membership , a preventative maintenance program designed to simplify home care while helping homeowners protect their HVAC and plumbing systems year-round.

Soon after they got married, Motley Fool personal finance expert Robert Brokamp and his wife, Elizabeth, wrote what they called their financial manifesto -- an agreement about how they'd manage money as a couple. Twenty-six years and four kids later, Robert and Elizabeth discuss what was in it, what worked, and what didn't. Also in this episode: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . Continue reading

In trading on Monday, shares of the PIMCO Enhanced Short Maturity Exchange-Traded Fund ETF (Symbol: MINT) crossed below their 200 day moving average of $100.47, changing hands as low as $100.36 per share. PIMCO Enhanced Short Maturity Exchange-Traded Fund shares are currently t

Flex Announces US Manufacturing Collaboration with AMD to Accelerate Domestic AI Infrastructure HPCwire

Robert Way/iStock Editorial via Getty Images I'm keeping iQIYI, Inc. ( IQ ) as a "Hold"-rated name. I was impressed by its above-consensus Q4 earnings. But the group is anticipated to report operating losses in the first quarter of '26. iQIYI has done its best to broaden its revenue base. I would still worry about industry rivalry and AI disruption. As per the previous November 3, 2025, article , my negative expectations of its 3Q25 showing were tempered by encouraging regulatory developments. Bottom-Line Turnaround Is Overshadowed By Guarded Outlook The firm issued a 6-K filing revealing its latest financials on Feb 26. IQ's normalized net profit was CNY 0.11 billion for the final quarter of '25. This beat the sell-side's projection by a significant +61%, according to Bloomberg. It had also reversed from prior 3Q2025 and 4Q2024 losses of CNY 148 million and CNY 59 million, respectively. In my opinion, fixed-cost leverage and leaner operations boosted iQIYI's Oct-Dec 2025 performance. The group's turnover rose 2.7% year-on-year to CNY 6,794 million in 4Q25. Its OpEx went up by a less substantial 2.1% in the same timeframe. Core membership services revenue was flat YoY at CNY 4.1 billion for the recent three-month period. That's a big improvement compared to seven straight quarters of contraction during 1Q24-3Q25. It was explained at the analyst briefing that "we revitalized our membership business through a range of operational initiatives" like "offering exclusive perks" for "new subscriptions and upgrades." I believe iQIYI controlled costs well by being selective with "Intellectual Property/IP" investment and utilizing "Artificial Intelligence/AI." The 4Q2025 EBIT-to-sales of 2.1% came in 0.4 ppts above the consensus. Its Q4 call commentary suggested that "content cost" declined "5% sequentially as we adopted a more curated content acquisition strategy." Management also disclosed that AI has cut "the production costs to one-tenth" of "traditional methods" for "chi...

mixmotive/iStock Editorial via Getty Images With Netflix, Inc. ( NFLX ) officially bowing out of the Warner Bros. Discovery, Inc. ( WBD ) bidding, Paramount Skydance ( PSKY ) stands poised to achieve Ellison’s single biggest stroke in their plan for a turnaround of the company’s chronic underperformance: a merger with another chronic underperformer. The funny thing is that the stock of all three companies has responded positively, with Paramount rising back above $14, having fallen as low as $10 when it looked like it was going to miss out on the sale. Those who follow my work know just how long I’ve been in on Paramount stock - indeed, when I first went in on it, it wasn’t even Paramount stock, it was still ViacomCBS stock. Unfortunately, that means I’ve followed it down for a long time. Additional share purchases have allowed me to cost-average down somewhat, but this bounce does have me thinking seriously for the first time about cutting my losses. A Good Week Of News For Paramount Regardless of what you think of Paramount or its new owners, this is the best week of news the company has had in a while. In addition to bagging Warner Brothers, which might be good news or not, certainly Netflix investors don’t seem sorry to be rid of it - Paramount just released the latest entry into its Scream franchise - Scream 7 for those still keeping track - and the results exceeded even the highest expectations. As of this writing, a $60 million domestic opening looks to be within reach , which, for a horror film, even from an established franchise, is extremely impressive. One of the biggest arguments advanced in favor of the merger has been that Paramount needs a franchise-rich studio like Warner to make it competitive with Netflix, The Walt Disney Company ( DIS ), and Comcast Corporation's ( CMCSA ) Universal. Putting aside for the moment the fact that YouTube competes fine without franchises, the more salient point is that Disney’s own franchises are somewhat questionable ...

德国法国当地时间3月2日发表联合声明称，两国将加强在核领域的合作。 声明称，德国和法国两国本着《亚琛条约》第四条所规定的紧密伙伴关系精神，两国决定在核威慑领域加强合作，以应对不断演变的威胁形势。 目前德法两国已成立一个高级别核指导小组，该小组将作为双边框架，开展理论对话和战略合作协调，包括就常规能力、导弹防御能力和法国核能力的适当组合进行磋商。 德法两国同意从今年开始采取初步具体措施，包括德国常规部队参与法国核演习、联合访问战略要地以及与欧洲伙伴共同发展常规能力。两国还将提升其在核门槛以下管控局势升级的能力，尤其是在预警、防空和深度精确打击领域。 声明称，德法合作基于双方的共同理解，即核威慑仍然是欧洲安全的基石。德法合作将补充而非取代北约的核威慑和核共享安排，德国已为这些安排做出贡献，并将继续做出贡献。法国和德国将继续履行其在国际法下的义务，包括《不扩散核武器条约》。

CHUNYIP WONG/E+ via Getty Images Venture Global ( VG ) +19.5% in Monday's trading after CEO Mike Sabel said the company has the world's largest number of liquefied natural gas cargoes that are not contracted and is ready to help stabilize global markets , Reuters reported, as Qatar halts production following attacks ​from Iran. QatarEnergy, whose production is equivalent to ⁠~20% of global supply and plays ​a major role in balancing both Asian and ​European demand, reportedly is set to declare force majeure on its ​LNG shipments after Iranian drone attacks on ​facilities at the huge Ras Laffan complex. The ​markets have ​not yet ⁠reflected LNG prices following Qatar's announcement, Sabel said after the company reported better than expected Q4 earnings, adding that it is a challenging time with Europe still in winter. Venture Global ( VG ) reported Q4 adjusted EPS rose 191% Y/Y to $2B, but guidance for FY 2026 adjusted core profit of $5.2B-$5.8B came in below Wall Street expectations due to impacts from Winter Storm Fern and margin compression in Q1. The company also said it agreed to sell ~500M metric tons/year of liquefied natural gas to commodity trader Trafigura for five years starting this year. "This is an important step in executing our strategy of adding more mid-term agreements, which will diversify the tenor of our LNG portfolio," Venture Global ( VG ) Sabel said. Last week , Venture Global ( VG ) signed a 20-year sales and purchase agreement with Korea's Hanwha Aerospace for 1.5M tons/year of LNG. More on Venture Global Venture Global Q4 2025 Earnings Call Presentation Venture Global: Still Too Expensive To Pull The Trigger Venture Global: Far Too Expensive After The COD Pay Cut

纳指转涨，此前一度跌超1%，费城银行指数转而涨约0.9%，标普500指数跌幅收窄至0.2%。

Top U.S. general outlines initial timeline of U.S. military operation in Iran Reuters

In trading on Monday, shares of the PGIM Active High Yield Bond ETF (Symbol: PHYL) entered into oversold territory, changing hands as low as $35.26 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to

In trading on Monday, shares of the iShares AAA CLO Active ETF (Symbol: CLOA) entered into oversold territory, changing hands as low as $51.53 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to meas

In trading on Monday, shares of the JPHY ETF (Symbol: JPHY) entered into oversold territory, changing hands as low as $50.22 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a

We Are/DigitalVision via Getty Images Shares of the Brink's Company ( BCO ) have p lunged following a large acquisition of NCR Atleos ( NATL ), e ven though the acquisition is designed to create a leading financial technology infrastructure company. The deal will combine two large firms, creating a stronger and more integrated business with real potential for synergies and strategic growth. There's much to like about this deal on paper, yet shares have fallen substantially, likely because of the assumption of quite a lot of debt and employment of adjusted earnings metrics. This makes me cautious on the one hand but pleased to consider shares on dips. Great clarity on pro forma implications and reduced debt and/or further pullbacks would trigger my interest to really get involved. A Big Deal Brink's has reached a $6.6 billion deal to acquire NCR Atleos. The deal is structured through a combination of a cash payment, assumption of debt, and issuance of stock. Starting with the latter, some 13.3 million shares of Brink's will be issued, while a combined $4.8 billion in cash will be paid and debt will be assumed. On a per-share basis, this works out to a $30 per share cash payment and 0.1574 shares of Brink's being issued for every share in NCR, combined granting investors in NCR a 22% stake in the business. The rationale behind the deal is combining Brink's global cash management expertise and route-based infrastructure with NCR's end-to-end ATM management and service expertise. This overlap is seen delivering on potential for $200 million in annual synergies in year three post-closing, mostly driven by greater route intensity. Both firms have global operations, as NCR has an installed base of some 600,000 devices, including some 78,000 owned and operated ATMs across more than 140 countries, while employing some 20,000 employees. About Valuations Alongside the deal announcement, both Brink's and NCR reported their 2025 results. NCR reported a minimal increase in 2025 s...