Mobile World Congress 2026 opened its doors today in Barcelona, Spain, but some of the biggest announcements from the mobile-focused show were already made over the weekend. To make sure you don't miss the best new smartphones, laptops, concepts, and accessories, we're rounding up all the most newsworthy gadgets that have debuted so far at MWC 2026. And if you want to stay on top of all the news, ...
Mobile World Congress 2026 opened its doors today in Barcelona, Spain, but some of the biggest announcements from the mobile-focused show were already made over the weekend. To make sure you don't miss the best new smartphones, laptops, concepts, and accessories, we're rounding up all the most newsworthy gadgets that have debuted so far at MWC 2026. And if you want to stay on top of all the news, you can follow our full coverage of the show right here. Honor Robot Phone After first announcing it last October , Honor shared more details about its Robot Phone at MWC 2026 while also demoing a functional unit. The company confirmed plans to l … Read the full story at The Verge.
ARMMY PICCA/iStock via Getty Images The following segment was excerpted from the Nomura Value Fund Q4 2025 Commentary. Within the Fund For 4Q2025, Nomura Value Fund institutional Class shares modestly trailed its benchmark, the Russell 1000® Value Index. At the portfolio level, stock selection detracted from relative returns while sector allocation contributed. At the sector level, investments in ...
ARMMY PICCA/iStock via Getty Images The following segment was excerpted from the Nomura Value Fund Q4 2025 Commentary. Within the Fund For 4Q2025, Nomura Value Fund institutional Class shares modestly trailed its benchmark, the Russell 1000® Value Index. At the portfolio level, stock selection detracted from relative returns while sector allocation contributed. At the sector level, investments in the information technology ( IT ), consumer discretionary, and industrials sectors detracted the most from relative performance; investments in communication services, financials, and healthcare were notable contributors. In terms of sector allocation, the Fund's underweight in consumer staples was the primary contributor and its overweight in real estate was the primary detractor. Teledyne Technologies Inc. ( TDY ), a maker of infrared cameras, drones, and other high-tech aerospace and industrial equipment, was a primary detractor. Teledyne's shares moved lower after the company reported results for 3Q2025 and remained under pressure for much of the quarter. Quarterly revenue and cash flow hit record highs and were ahead of consensus estimates. Earnings per share (EPS) was also better than expected but was down sequentially because of restructuring costs and increased research and development (R&D) spending. On the company's earnings call, Teledyne's management issued conservative guidance for the full year and called out the government shutdown as a potential near-term risk, which appeared to spook investors. In our view, Teledyne is exposed to attractive end markets and is positioning itself to improve future growth and profitability. Jacobs Solutions Inc. ( J ), a provider of engineering, construction, and design services, was another notable detractor. Shares fell after Jacobs reported mixed results for 3Q2025 and provided guidance for 2026 that was mostly ahead of expectations. The sell-off was driven by concerns among investors about potential threats to Jacobs' busi...
Ken Griffin, CEO of Citadel LLC speaks on Squawk on the Street at the World Economic Forum in Davos, Switzerland on Jan. 21, 2026. Oscar Molina | CNBC Billionaire investor Ken Griffin' s various hedge funds at Citadel generated positive returns in February, navigating a volatile month for markets as macro uncertainty and disruption from artificial intelligence whipsawed asset prices. The firm's fl...
Ken Griffin, CEO of Citadel LLC speaks on Squawk on the Street at the World Economic Forum in Davos, Switzerland on Jan. 21, 2026. Oscar Molina | CNBC Billionaire investor Ken Griffin' s various hedge funds at Citadel generated positive returns in February, navigating a volatile month for markets as macro uncertainty and disruption from artificial intelligence whipsawed asset prices. The firm's flagship multistrategy Wellington fund rose 1.9% in February, bringing its year-to-date gain to 2.9%, according to a person familiar with the matter who asked not to be named because the information is private. Performance was broad-based across the fund, with all five of Citadel's core strategies — commodities, equities, fixed income, credit and quantitative — finishing the month in positive territory, the person said The tactical trading fund advanced 1.5% in February, lifting its year-to-date return to 3.5%, the person said. The equities fund gained 1.0% for the month and is now up 2.2% in 2026. Meanwhile, the global fixed-income fund climbed 1.6% in February, bringing its year-to-date increase to 2.9%, according to the person. The S&P 500 fell 0.9% in February amid fresh selling pressure in AI-linked and software shares. Fears that automation could erode established business models and trigger mounting layoffs have dampened investor sentiment, raising concerns about potential spillover effects on the broader economy. The market fell under massive pressure again after the U.S. and Israel's attack on Iran caused oil prices to surge. The firm declined to comment. Citadel oversaw $66 billion in assets under management as of Feb. 1.
Catherine Delahaye/DigitalVision via Getty Images Xponential Fitness, Inc. ( XPOF ) released a very concerning Q4 report, sending the stock plummeting by -47% post-earnings. The fitness brand franchisor’s performance seems to be deteriorating underneath, making the future outlook very volatile after Q4 still showed relatively stable revenues. The report questions Xponential’s ability to grow in li...
Catherine Delahaye/DigitalVision via Getty Images Xponential Fitness, Inc. ( XPOF ) released a very concerning Q4 report, sending the stock plummeting by -47% post-earnings. The fitness brand franchisor’s performance seems to be deteriorating underneath, making the future outlook very volatile after Q4 still showed relatively stable revenues. The report questions Xponential’s ability to grow in line with its previous Investor Day targets and makes upside potential very volatile despite a cheap stock price. I initiated the stock at a Buy rating in my previous July 2025 article on the stock, titled “ Xponential Fitness: Focus Shifts To Growth Potential, As SEC Investigation Ends.” The thesis hasn’t turned out well after the worrying Q4 report. The stock has since lost 57% of its value; meanwhile, the S&P 500 has returned 10%. My Rating History on XPOF (Seeking Alpha) Xponential’s Q4 Report Highlights Concerns of Franchisee Health Xponential's Q4 report was very concerning. The quarter’s financials, the forward guidance for 2026, and underlying operational metrics show a very mixed view of the company’s underlying operational performance. I believe that Q4 surface-level financials themselves were slow, but fair. Revenues came in at $83.0 million for the quarter, down by -0.3% year-on-year; the topline continued quite a similar trend from previous quarters . The most important, high-margin franchise revenue stream continued to expand with 13.7% growth to $51.5 million, reflecting Xponential’s overall franchise expansion, but also increased non-recurring franchise territory revenues related to delinquent franchise licenses’ resolving . The number of global studios stands at 3097 at the end of 2025, up by 6.9% year-on-year. An increased number of studios also enabled great 18.4% growth in merchandise revenues to $7.2 million. At the same time, other revenue streams performed much worse. Xponential generated much less equipment revenue related to new openings, its take rat...
AP Chanel/E+ via Getty Images The last few months have been a really great time for shareholders of CSW Industrials, Inc. ( CSW ). Back in early October of last year, I acknowledged that the company was going through a big transformation. Multiple acquisitions, specifically of Motors & Armatures Parts in exchange for $650 million and of Aspen Manufacturing for $313.5 million, promised significant ...
AP Chanel/E+ via Getty Images The last few months have been a really great time for shareholders of CSW Industrials, Inc. ( CSW ). Back in early October of last year, I acknowledged that the company was going through a big transformation. Multiple acquisitions, specifically of Motors & Armatures Parts in exchange for $650 million and of Aspen Manufacturing for $313.5 million, promised significant growth for the business. This is great in and of itself. However, my problem with the company was that it was priced at levels that were difficult to justify from a bullish standpoint. At the end of the day, the stock looked much more fairly valued than it did undervalued. This led me to call it a ‘hold’ as opposed to a ‘buy’. Since that time, the share price has roared higher. It's currently trading 24.2% above what it was back then. That's almost 10 times the 2.7% increase that the S&P 500 enjoyed over that same window of time. While bottom line results for the company have been admittedly mixed, revenue is growing nicely thanks to the aforementioned purchases. However, I would say that the stock is getting close to the point of justifying a downgrade. I won't go that far just yet. But I do think that, if the price moves up much further from here, a downgrade would be appropriate. Shares are looking awfully lofty The newest data that investors currently have when it comes to CSW Industrials covers through the third quarter of the company's 2026 fiscal year . On the top line, the business did exceptionally well. Revenue of $233 million exceeded the $193.6 million the business reported a year earlier. Unfortunately, this growth in sales was driven by acquisition activities. Five different acquisitions added $45 million to the top line. In fact, if it weren't for those, we would have seen revenue decline by about $5.7 million, with management blaming that on lower unit volumes that more than offset higher prices. The biggest weak spots for the company ended up being the ener...
Alistair Berg/DigitalVision via Getty Images By Christopher Gannatti, CFA For nearly two decades, U.S. equity leadership had a clear pattern: own growth stocks, concentrate in the innovation complex and avoid high dividend yield strategies that seemed anchored to an earlier market regime. The rise of the ‘Magnificent 7’ reinforced the idea that reinvestment, not dividend income, was the path to ou...
Alistair Berg/DigitalVision via Getty Images By Christopher Gannatti, CFA For nearly two decades, U.S. equity leadership had a clear pattern: own growth stocks, concentrate in the innovation complex and avoid high dividend yield strategies that seemed anchored to an earlier market regime. The rise of the ‘Magnificent 7’ reinforced the idea that reinvestment, not dividend income, was the path to outperformance. Yet 2026 is telling a different story. The WisdomTree U.S. High Dividend Fund ( DHS ), a strategy with a nearly 20-year history, has broken into performance leadership. What makes this shift notable is not simply that dividends are working. It’s that the definition of “value” itself has evolved. Today’s value exposures can include companies like Alphabet and Amazon, businesses once synonymous with pure growth. As cash flow generation matures across mega-cap tech and earnings dispersion widens, dividend yield is no longer a signal of stagnation. It may be a signal of durability. Markets change slowly, until they don’t. This could be one of those moments. In Figure 1, I was surprised by two things in the year-to-date period so far in 2026: DHS has dramatically outperformed the WisdomTree U.S. LargeCap Dividend Fund ( DLN ) as well as the iShares Russell 1000 Value ETF ( IWD ), at least for the first part of this year. The S&P 500 Index, over the first six weeks of 2026, has been essentially flat despite the dramatic headlines, meaning that DHS has opened up a greater than 10% gap in performance leadership. Figure 1a: High Dividends Strike Back to Start 2026 Figure 1b: Standardized Performance Sources: WisdomTree, FactSet, Morningstar specifically data from the Fund Comparison Tool in the PATH suite of tools, accessed February 14, 2026 with returns as of February 13, 2026 for Figure 1a and as of December 31, 2025 for Figure 1b. NAV denotes total return performance at net asset value. MP denotes market price performance. Past performance is not indicative of futur...
J Studios/DigitalVision via Getty Images It was striking to see software stocks plunging last Monday on a report from a little-known research firm. To be fair, they do say it is a scenario and not a prediction. Even for a scenario, though, it seems to sidestep fundamental macroeconomic principles. This has already been pointed out by others like Citadel. So, instead of writing a rebuttal, we will ...
J Studios/DigitalVision via Getty Images It was striking to see software stocks plunging last Monday on a report from a little-known research firm. To be fair, they do say it is a scenario and not a prediction. Even for a scenario, though, it seems to sidestep fundamental macroeconomic principles. This has already been pointed out by others like Citadel. So, instead of writing a rebuttal, we will share an alternative scenario and a few indicators worth watching regarding the potential disruption from AI. We agree that artificial intelligence will bring significant disruption, but in our view the macroeconomic impact will be very different. Data by YCharts Understanding GDP The report mentions AI creating "ghost GDP". This is an oxymoron. By definition, GDP is value added to the economy, regardless of source, and has to flow to labor or capital. GDP does not just evaporate. It does not matter whether it is created by AI agents or by robots that cannot spend money. Productivity increases, regardless of whether brought by manufacturing improvements, automation, AI, or other technological advancements, add to GDP. There are several ways in which this GDP growth can flow to either capital or labor. It can flow to labor through real wage increases, which themselves are the result of salary increases or lower inflation. Technological improvements can also deliver better products, which reduce inflation through hedonic adjustments . This means that the value from better technology does not just disappear; it flows to workers and consumers through better quality products. This is especially true regarding appliances and electronic devices. AI is hardly the first disruptive technology to impact the economy. Improvements in electronics through "Moore's Law", technology advancements, and factory automation have driven U.S. productivity growth of roughly 2% per year over the past decade. On average this led to real earnings growth of close to 0.7%. Where did the rest go? Mostly ...
Market Catalysts Host Julie Hyman tracks several of the day's top trending stock tickers, including energy stocks moving higher on spiking oil prices (CL=F, BZ=F), shares of Palantir Technologies (PLTR) getting a boost amid escalations in the Middle East after the US bombing of Iran over the weekend, and BlackRock-owned (BLK) Global Infrastructure Partners leading a consortium to acquire AES (AES)...
Market Catalysts Host Julie Hyman tracks several of the day's top trending stock tickers, including energy stocks moving higher on spiking oil prices (CL=F, BZ=F), shares of Palantir Technologies (PLTR) getting a boost amid escalations in the Middle East after the US bombing of Iran over the weekend, and BlackRock-owned (BLK) Global Infrastructure Partners leading a consortium to acquire AES (AES) for $10.7 billion. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. On Friday, Shift4 Payments', Jared Isaacman, made a $13.66M purchase of FOUR, buyin
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. On Friday, Shift4 Payments', Jared Isaacman, made a $13.66M purchase of FOUR, buyin
Wix.com ( WIX ) on Tuesday announced a collaboration with OpenAI ( OPENAI ) to launch the Wix app in ChatGPT. Shares of Wix rose 3.76% to $73.11 in morning trading. Built using OpenAI’s Apps SDK and powered by Wix’s Model Context Protocol (MCP), the app will let users create a professional-grade Wix Harmony website directly within the ChatGPT interface, the company said. Within ChatGPT, anyone can...
Wix.com ( WIX ) on Tuesday announced a collaboration with OpenAI ( OPENAI ) to launch the Wix app in ChatGPT. Shares of Wix rose 3.76% to $73.11 in morning trading. Built using OpenAI’s Apps SDK and powered by Wix’s Model Context Protocol (MCP), the app will let users create a professional-grade Wix Harmony website directly within the ChatGPT interface, the company said. Within ChatGPT, anyone can simply describe the website they want via text or voice, and a fully functional, production-ready Wix Harmony website is generated instantly. From there, they can add relevant business capabilities, analyze performance, and implement changes, all through conversation. Existing Wix users can also connect and manage their business seamlessly within ChatGPT. Source: Press Release More on Wix.com WIX Stock: 314% EPS Growth Vs. Massive Price Declines | 2-Minute Analysis Wix: The Market Is Overreacting To Margin Pressure Why I Am Upgrading Wix.com Micron Technology tops Seeking Alpha's tech quant picks ahead of Q4 earnings Seeking Alpha’s Quant Rating on Wix.com