Synopsys ( SNPS ) announced on Monday that it has signed an accelerated share repurchase agreement ( ASR ) with The Bank of Nova Scotia to repurchase an aggregate of $250 million of Synopsys stock. Under the terms of the ASR, Synopsys will receive an aggregate initial share delivery of approximately 513,000 shares, with the remainder, if any, to be settled on or before June 1, 2026, upon completio...
Synopsys ( SNPS ) announced on Monday that it has signed an accelerated share repurchase agreement ( ASR ) with The Bank of Nova Scotia to repurchase an aggregate of $250 million of Synopsys stock. Under the terms of the ASR, Synopsys will receive an aggregate initial share delivery of approximately 513,000 shares, with the remainder, if any, to be settled on or before June 1, 2026, upon completion of the repurchases, the company said, adding that "the specific number of shares that Synopsys ultimately repurchases under the ASR will be based on the average of Synopsys' daily volume-weighted average share prices during the repurchase period, less a discount." SNPS -0.02% premarket to $413.9. Source: Press Release More on Synopsys Synopsys: Super-Wide Moat And Attractive Valuation Thanks To 'SaaSpocalypse' Synopsys: Powering The AI Engine Synopsys' FY26 guidance likely conservative as analysts reiterate strong ratings Synopsys outlines $9.56B–$9.66B revenue target for 2026 as Ansys integration advances
At Holdings Channel, we have reviewed the latest batch of the 24 most recent 13F filings for the 12/31/2025 reporting period, and noticed that NVIDIA Corp (Symbol: NVDA) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good ide
At Holdings Channel, we have reviewed the latest batch of the 24 most recent 13F filings for the 12/31/2025 reporting period, and noticed that NVIDIA Corp (Symbol: NVDA) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good ide
Key opportunities in the hardware-optimized diffusion model IP market include integration of AI in systems, demand for tailored computing solutions, and growth of edge computing and digital infrastructure. Innovations in neural hardware, energy-efficient designs, and AI-driven operations also present significant growth prospects. Hardware-Optimized Diffusion Model Intellectual Property (IP) Market...
Key opportunities in the hardware-optimized diffusion model IP market include integration of AI in systems, demand for tailored computing solutions, and growth of edge computing and digital infrastructure. Innovations in neural hardware, energy-efficient designs, and AI-driven operations also present significant growth prospects. Hardware-Optimized Diffusion Model Intellectual Property (IP) Market Hardware-Optimized Diffusion Model Intellectual Property (IP) Market Dublin, March 02, 2026 (GLOBE
Eaton ( ETN ) appointed David Foster as executive vice president and chief financial officer, effective March 2, 2026. Foster succeeds Olivier Leonetti, who will depart on March 13, 2026, as part of a planned transition. Foster returns after a 29-year career at Eaton, most recently serving as SVP, Finance and Planning, Industrial Sector, before retiring in 2022. More on Eaton Eaton Corporation plc...
Eaton ( ETN ) appointed David Foster as executive vice president and chief financial officer, effective March 2, 2026. Foster succeeds Olivier Leonetti, who will depart on March 13, 2026, as part of a planned transition. Foster returns after a 29-year career at Eaton, most recently serving as SVP, Finance and Planning, Industrial Sector, before retiring in 2022. More on Eaton Eaton Corporation plc (ETN) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Eaton Corporation plc 2025 Q4 - Results - Earnings Call Presentation Eaton: Growth Is Not Done 20 out of 23 S&P 500 industrial stocks beat EPS estimates this week: Earnings Scorecard Eaton outlines 2026 organic growth of 7%–9% and targets 30% Electrical Americas margin amid mobility spin-off and record data center demand
Sundry Photography CrowdStrike ( CRWD ) shares ticked up fractionally in premarket trading on Monday as Piper Sandler upgraded the cybersecurity company after fears about the impact of artificial intelligence resulted in a sell-off. “Shares have slid -21% YTD given AI-driven bear cases that have subsumed the narrative in security, a move we see as well overdone for a best-in-class security platfor...
Sundry Photography CrowdStrike ( CRWD ) shares ticked up fractionally in premarket trading on Monday as Piper Sandler upgraded the cybersecurity company after fears about the impact of artificial intelligence resulted in a sell-off. “Shares have slid -21% YTD given AI-driven bear cases that have subsumed the narrative in security, a move we see as well overdone for a best-in-class security platform with a durable track record of innovation and execution,” analyst Rob Owens wrote in a note to clients. “We acknowledge that valuation remains elevated vs. peers, but believe the opportunity ahead and ability to execute warrant this premium. As investors wade back into the space, we expect them to turn to leadership first.” Owens raised his rating on CrowdStrike to Overweight from Neutral and put a $520 price target on the stock. Delving deeper, Owens said he believes that AI is an opportunity for CrowdStrike and not a replacement. “It should simultaneously create the next multi-billion security opportunity as enterprises look to secure a new attack surface,” Owens added. “We think leaders like CRWD are well positioned to capture this opportunity over [the] coming years.” Another aspect of the upgrade includes the belief that Owens said cybersecurity consolidation is still a “major tailwind,” given the fragmented nature of the market and CrowdStrike's role as a consolidator. The company has spent roughly $1.4B on acquisitions over the past six months and it's likely to continue to do so, especially in the identity area, which he believes “has gone underappreciated by investors to date.” More on CrowdStrike CrowdStrike: Better Bargains Elsewhere In Cybersecurity (Downgrade) Buy CrowdStrike As Trust Is Key In The Age Of AI Agents CrowdStrike: A Ridiculous Overreaction To AI Fears (Upgrade) Earnings week ahead: AVGO, CRWD, PLUG, COST, TGT, MRVL, JD, KR, and more SA analyst upgrades/downgrades: AMD, NBIS, GM, CRWD
Apple has taken the wraps off the iPhone 17E , its latest entry-level smartphone. The iPhone 17E starts at $599 for 256GB of storage, and is available in black, white, and pink. The company revealed the new device as part of a series of announcements that kicked off this week. The iPhone 17E is like a pared-down version of the iPhone 17, which Apple launched last September with a number of upgrade...
Apple has taken the wraps off the iPhone 17E , its latest entry-level smartphone. The iPhone 17E starts at $599 for 256GB of storage, and is available in black, white, and pink. The company revealed the new device as part of a series of announcements that kicked off this week. The iPhone 17E is like a pared-down version of the iPhone 17, which Apple launched last September with a number of upgrades. In between hardware launches, Apple has been working on a more personalized version of Siri powered by Google's Gemini AI , allowing it to understand your personal context and take action on your screen. Though Apple CEO Tim Cook previously said … Read the full story at The Verge.
Crovik Media Uniti Group ( UNIT ) delivered solid 2026 guidance and posted better-than-expected Q4 revenue and adjusted EBITDA on Monday, while its quarterly earnings were hit with costs from extinguishing debt. The quarter ended the year marked by its merger with Windstream. Meanwhile, demand from hyperscalers continues. The communications infrastructure REIT expects 2026 adjusted EBITDA of $1.42...
Crovik Media Uniti Group ( UNIT ) delivered solid 2026 guidance and posted better-than-expected Q4 revenue and adjusted EBITDA on Monday, while its quarterly earnings were hit with costs from extinguishing debt. The quarter ended the year marked by its merger with Windstream. Meanwhile, demand from hyperscalers continues. The communications infrastructure REIT expects 2026 adjusted EBITDA of $1.425B-$1.475B (midpoint $1.450B vs. Visible Alpha estimate of $1.44B) and $1.17B reported in 2025. Q4 GAAP EPS of -$1.19 , including a $142.5M loss on extinguishment of debt, sank from $4.92 in Q3 and $0.15 in Q4 2024. The current quarter's bottom line may not compare with the average analyst estimate of -$0.36. Q4 revenue of $917.3M, beating the $909.2M consensus, increased from $722.6M in the prior quarter and $293.3M a year ago. " We made significant progress in our fiber-to-the-home build, reaching approximately 1.9M homes at year-end, and we remain committed to passing 3.5M homes with fiber by the end of 2029," said President and CEO Kenny Gunderman. "We also continue to see insatiable demand from hyperscalers, which was recently underscored by the largest customer contract ever awarded to Uniti." Uniti ( UNIT ) stock rose 0.4% in premarket trading. Total core fiber revenue of $341.5M climbed from $326.8M in Q3 and $302.0M in the prior Q4. Kinetic fiber revenue of $201.3M increased from $193.9M in the previous quarter and $174.2M a year ago. Uniti services revenue of $889.8M advanced from $695.3M in Q3 and $287.7M in Q4 2024. Q4 total costs and expenses of $903.4M vs. $765.2M in the previous quarter and $145.7M a year ago. Adjusted EBITDA of $365.6M, vs. the Visible Alpha consensus of $327M, compared with $327.8M in Q3 and $239.5M in Q4 2024. More on Uniti Group Uniti Group Inc. 2025 Q4 - Results - Earnings Call Presentation Uniti Group Investors Have Suffered Over The Years, And It Could Get Much Worse Uniti Group Inc. (UNIT) Presents at Bank of America Leveraged Finance...
US Defense Secretary Pete Hegseth offers details on Operation Epic Fury in a press conference Monday at the Pentagon. Hegseth explained the focus of the mission for the US and rejected the idea that the war against Iran would become an endless conflict. (Source: Bloomberg)
US Defense Secretary Pete Hegseth offers details on Operation Epic Fury in a press conference Monday at the Pentagon. Hegseth explained the focus of the mission for the US and rejected the idea that the war against Iran would become an endless conflict. (Source: Bloomberg)