Shift4 Payments ( FOUR ) stock hit a 52-week low of $46.26 after the payment processor delivered 2026 profit guidance below the Wall Street consensus and detailed the impact of the Global Blue acquisition . Shares were 17.41% down to $47.38 after the opening bell on Thursday. The Center Valley-based company delivered mixed Q4 results , with revenue falling short of Street estimates. Non-GAAP EPS of $1.60 was in line with the consensus, while revenue of $1.19B (+34.2% Y/Y) missed by $10M. For 2026, the company introduced a non-GAAP EPS outlook of $5.50-$5.70, down from the Wall Street consensus of $6.45. The company estimated Q1 gross revenue less network fee to be ~$548M, representing a growth of 49% year-over-year. Adjusted EBITDA is expected to rise by about 38% to $233M. For the full year 2026, Shift4 Payments expects gross revenue less network fees to be in the range of $2.50B-$2.60B. Adjusted EBITDA is projected to be between $1.165B and $1.215B. On the Global Blue acquisition, CEO Taylor Lauber said the transaction is expected to be gross margin accretive in the near-term, but slightly dilutive to adjusted EBITDA margins and working capital. "As revenue synergies are realized, I anticipate Global Blue's adjusted EBITDA margins will begin to trend towards that of Shift4, which in turn will benefit our adjusted FCF conversion levels," added Lauber. More on Shift4 Payments FOUR Stock: 26% Revenue Growth Vs. F-Grade Momentum | 2-Minute Analysis Shift4 Payments: Leading Position Across Hospitality, Restaurant, And Stadium End Markets Shift4's Bearish Trade Is Crowded Despite Strong Growth Story Shift4 Payments Q4 2025 Earnings Preview Most and least shorted financial stocks with market caps above $2B as of mid-february

Primo Brands Corporation ( PRMB ) soared in Thursday morning trading after topping estimates with its fourth-quarter earnings report. Sales increased 11.2% during Q4 to $1.6B, primarily driven by the inclusion of sales attributable to Primo Water for the entire 2025 period due to the merger transaction, partially offset by a decrease in sales attributable to the sale of the production facility in Ontario, Canada, in Q1 of 2025. Notably, adjusted EBITDA shot up 31% during the quarter to $334M, and adjusted net income more than doubled to $94.1M. Non-GAAP EPS of $0.26 was ahead of the consensus estimate of $0.20 and last year's mark of $0.13. CEO Eric Foss said the Q4 performance showed early signs that the company's initiatives are resulting in an improved trajectory. He noted that the improvement speaks to the strength and resilience of its business model. "We will continue to strategically reinvest in the business to take advantage of strong category momentum and our well-positioned brand portfolio to better service and execute, setting the company up to drive sustained growth, margin expansion, free cash flow generation, and long-term value for shareholders," he added. In terms of guidance, Primo Brands ( PRMB ) sees 0% to 1% organic net sales growth in FY26 and adjusted EBITDA of $1.485B to $1.515B. TD Cowen analyst Derek Lessard said the Primoe Brands' ( PRMB ) Q4 beat and 2026 guidance suggest that the worst is behind the company. "This should help assuage some of those concerns. Shares are up 35% from their low following Q3 results (+20% YTD), but we still expect the stock to react positively today," he added. Shares of Primo Brands ( PRMB ) were up 14.4% to $22.43 at 10:10 a.m. vs. the 52-week range of $14.36 to $35.85. More on Primo Brands Primo Brands: Time To Revisit After Post-Merger Narrative Reset Primo Brands Corporation (PRMB) Fireside Chat Discusses Leadership Transition and Financial Reporting Approach Transcript Primo Water Non-GAAP EPS of $0.26 be...

Bank of America resets Meta stock forecast on deal with AMD thestreet.com

The Architect of Intelligence: A Deep-Dive into NVIDIA’s (NVDA) $68B Fiscal 2026 Q4 Breakthrough FinancialContent

Boy Wirat/iStock via Getty Images Back in November, I stated that Tempus AI, Inc. ( TEM ) is a good bet for the future of healthcare. In that analysis, I found good growth in their data set and their testing volumes. Furthermore, their financials looked robust as gross margin expanded and losses narrowed. With the valuation also having contracted, the risk/reward seemed attractive. As you can see in the chart below, the stock hasn't performed at all how I envisioned. In addition, after their most recent earnings just yesterday (Feb 24th), the stock is reacting negatively. Therefore, I believe providing an update now is appropriate. Seeking Alpha In the below analysis, it is shown that Tempus AI has maintained good momentum overall in their Q4. Testing stats are very respectable and their financial results are also improving in key areas. While guidance for 2026 is probably softer than what investors wanted, the long term growth story is alive and well in my view. Therefore, the steep valuation contraction and the post-earnings selloff is likely a buying opportunity and so I'm reiterating my bullish stance on Tempus AI stock. Scaling Quickly Tempus AI Q4 Presentation Firstly, investors should recognize that Tempus AI is just a ten year old company. They were founded in 2015 and so they have made impressive progress over the past decade. As you can see in the chart above , they have scaled quickly and their presence is definitely significant across the United States. Tempus AI states that their platform is now connected to over 5000 providers in the country and so they have made a meaningful impact. For patients, this means better outcomes over time and for investors of Tempus AI, this shows that execution seems to have been strong over the past 10 years. A good track record is of course an encouraging sign. Testing Stats Tempus AI Q4 Presentation As always, let's take a look at their testing stats to see how their data acquisition is progressing. For oncology testing...

Welcome to Bloomberg’s Banking Monitor . Every Thursday we’ll deliver you the top news of the global banking industry with emerging trends, winners and losers and market opportunities. Sign up now if you’re not already on the list. It doesn’t matter that you can swim better than everyone else if you’re all standing on the deck of the Titanic. This analogy might seem unduly alarmist except that some of the world’s premier financiers are making statements about loan leverage and private credit that evoke the Great Financial Crisis — an era when even the healthiest lenders were dragooned into bailout schemes designed to rescue their less prudent rivals. Jamie Dimon at JPMorgan Chase says there are current parallels to the years leading to the 2008 convulsion. “I see a couple of people doing some dumb things ,” he said, recalling that Wall Street missed the signals the last time around because everyone was making a lot of money, and now once again, “the rising tide is lifting all boats.” Why doesn’t everyone see the risk the same way? Perhaps because Dimon is part of a dwindling cohort of senior bankers who actually experienced the GFC and its frothy runup in the preceding years. It’s been two decades— which means there are veteran, highly accomplished mid-career bankers running major operations now who have no first-hand idea what Dimon is talking about. He has reason to be concerned, by one reckoning, with credit spreads around historic lows . At UBS Group, strategists say private credit could see default rates surge as high as 15%. Bain & Co. said private equity’s profit drought is near the worst since 2008 ; Boaz Weinstein is stirring concerns by highlighting Blue Owl’s woes, and he sees “the wheels coming off” from private credit markets. There’s plenty of pushback from private market practitioners, including Brookfield’s Bruce Flatt, who says loans to software companies aren’t a systemic issue despite the threat from artificial intelligence. Bank of America is com...

格隆汇2月26日｜据伊朗Press TV：伊朗不会允许浓缩铀运出本国。

BING-JHEN HONG/iStock Editorial via Getty Images Why I Upgraded to Buy After 4Q Earnings NVIDIA Corporation ( NVDA ) has been trading sideways since last summer. Three months ago, the company reported solid Q3 FY2026 earnings, significantly beating all estimates . However, the stock lost upside momentum and has remained flat. Before heading into Q4 FY2026, there were several concerns weighing on the stock's sentiment, including higher input costs, H200 sales in China, fears of AI overspending, increasing competition, and its premium multiple. In my last 3Q FY2026 analysis , I maintained a Hold rating on NVDA, citing that too much good news had been priced in. When everyone believes that NVDA is a "no-brainer" trade, that overexuberance can become a concern and the stock might take a breather. As we saw, a strong Q3 earnings failed to lift the stock, and a robust Q4 earnings also failed to reignite the hype. The stock briefly popped more than 3% but later reversed all the gains. Some argued that it could be due to higher inventory buildup, while others concern that hyperscalers are building out their own data centers, raising questions about NVDA's long-term growth sustainability. Nevertheless, the stock's 10 months range-bound move is a de-valuation process, and I believe this process is now complete. The non-GAAP P/E fwd has compressed to 24x, down from 41x in 10 months ago (because non-GAAP forward 12-month EPS consensus has improved significantly while the stock price remained flat). Most importantly, management guided that data center revenue will accelerate on a QoQ basis throughout FY2027, and gross margin will sustain in the mid-70s. Therefore, I believe this Q4 post-earnings pullback could be a buying opportunity. "Sequential Revenue Growth Throughout Calendar 2026" (FY2027) The company model Before the Q4 earnings , NVDA had rallied 13% from the February low and is now hovering near all-time highs, so the technical resistance could be hard to break through....

A new filing shows that an insider bought the dip in Microsoft.

Director Stanton John Just Bought $2 Million of Microsoft Stock. Should You Buy MSFT Too? Barchart.com

Man Group Plc press release ( MNGPF ): FY GAAP EPS of $0.28. Revenue of $1.4B (-4.1% Y/Y) beats by $80M . More on Man Group Plc Man Group Plc 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Man Group Plc Historical earnings data for Man Group Plc Financial information for Man Group Plc

Marvell Technology's Celestial AI buy brings ultra-fast Photonic Fabric tech, boosting AI cluster bandwidth and targeting $1 billion revenues by fiscal 2029.

Met urges pupils not to get involved and asks platforms to ban accounts promoting ‘fights’ with images of weapons Pupils as young as 11 are being encouraged to join in school fights in posts on TikTok and Snapchat, prompting police to urge children not to get involved. The Metropolitan police have asked social media platforms to ban accounts promoting “school wars”, while headteachers have warned parents about the posts. Continue reading...

Four executives who worked for a spyware company were convicted by a Greek court Thursday and sentenced to eight-year prison terms over a campaign of covert surveillance that eavesdropped on journalists and opposition politicians. The executives worked with Intellexa SA, a company that sold spyware known as Predator. The technology was marketed to governments and law enforcement agencies as a tool to hack into mobile phones and secretly monitor private communications. The Predator spyware has been the focus of a years-long national scandal in Greece after it emerged in the summer of 2022 that prominent people in the country had their phones compromised by it. The hacking spree targeted more than 100 mobile phones, including those of journalist Thanasis Koukakis, former Meta Platforms Inc. manager Artemis Seaford, opposition politician Nikos Androulakis and former government minister Christos Spirtzis. The four people associated with Intellexa – including Tal Dilian, the founder of the company and a former Israeli intelligence agency official – were found guilty Thursday of offenses in connection with the use of the spyware, including illegal access to an information system or data and violating the confidentiality of telephone communications, according to legal documents reviewed by Bloomberg News. The Single-Member Misdemeanour Court in Athens found three other people guilty of the same charges: Yannis Lavranos and Sara Hamou, who were legal representatives and administrators of Intellexa, and Felix Biggio, who worked with Intellexa and a related company known as Krikel to distribute the spyware. The jail terms have been suspended pending an appeal of the verdict. Representatives for the executives did not immediately respond to requests for comment. It’s not clear whether they continue to be actively involved with Intellexa. “This decision marks a significant milestone after a long and demanding struggle,” said Zacharias Kesses, a lawyer who represented several ha...

格隆汇2月26日｜波罗的海干散货运价指数连跌第二日，承压于海岬型船运费疲软。波罗的海干散货运价指数下跌4点，或0.2%，报2117点。海岬型船运价指数下跌77点，或2.5%，至3051点。海岬型船日均获利下滑694美元，至24169美元。巴拿马型船运价指数上涨26点，或1.4%，至1916点。巴拿马型船日均获利增加233美元，至17247美元。超灵便型散货船运价指数上涨44点，或3.5%，报1299点。

Andrew Harnik/Getty Images News The banking system is sound, but tailoring and easing some regulations will allow banks to compete with non-bank financial institutions, Federal Reserve Vice Chair for Supervision Michelle Bowman said on Thursday in a Senate hearing. "The banking system remains sound and resilient," she said in the update from prudential regulators to the U.S. Senate Committee on Banking, Housing, and Urban Affairs. "Banks continue to report strong capital ratios and significant liquidity buffers, which position them well to support economic growth," she said in text for her opening statement. However, she stressed the need for banks to innovate to compete with non-bank financial institutions, which aren't subject to the strict regulations that banks are. " We have rescinded several policies that were intended to hinder innovation," Bowman said. " We are also working with the other banking regulators to develop regulations that include capital and liquidity for stablecoin issuers as required by the GENIUS Act." She vowed to provide clarity on the treatment of digital assets to make sure that the banking system "is well placed to support digital asset activities." Bowman also said she supports efforts by Congress to lower the regulatory burden on community banks, noting that they shouldn't be subject to the same policies as bigger banks. " I support increasing static and outdated statutory thresholds, including asset thresholds, that have not been updated for many years," she said. "Asset growth due, in part, to inflation and economic growth over time has resulted in small banks becoming subject to laws and regulations that were intended for much larger banks." The regulator also said she supports improvements to the Bank Secrecy Act and anti-money laundering framework while minimizing unnecessary regulatory burden that disproportionately falls on community banks. Developing… Check back for updates. More on US Politics and the Economy Trump omits crypt...

美股持续走低，截止发稿纳斯达克综合指数跌1.1%。英伟达股价下跌4.18%，报187.38美元/股。台积电跌2.84%。博通跌5.1%，阿斯麦跌4.36%，美光科技跌2.86%。

格隆汇2月26日｜应用材料公司股价下跌5.3%，博通公司股价下跌5.1%，泛林集团股价下跌5%。

纳斯达克100指数跌幅扩大至1.5%，成分股西部数据跌6.1%，应用材料跌6.1%，博通跌5.6%，希捷科技跌5.4%，阿斯麦ADR跌5.2%，MPWR跌4.8%，核电股CEG跌4.5%，英特尔跌4.4%，英伟达跌4.4%，Axon涨3.6%延续周三表现，CrowdStrike涨5%，Datadog涨5.4%，Zscaler涨7.2%，Atlassian涨10.8%。 标普500指数跌幅扩大至0.8%，道指跌0.1%，纳指跌1.5%。 费城半导体指数跌4.2%。

Image source: The Motley Fool. Thursday, Feb. 26, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Disc Medicine press release ( IRON ): FY GAAP EPS of -$6.01. Cash Position: Cash, cash equivalents, and marketable securities were $791.2 million as of December 31, 2025, compared to $489.9 million as of December 31, 2024. The increase was largely due to net proceeds of $454.4 million from underwritten offerings in January and October 2025, partially offset by cash utilized in operating activities. More on Disc Medicine Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Disc Medicine, Inc. (IRON) Discusses FDA Complete Response Letter and Path Forward for Bitopertin Regulatory Approval Transcript Disc Medicine After The CRL: Risk Now Rests On APOLLO Disc Medicine plunges on FDA Complete Response Letter for bitopertin Disc Medicine and Sanofi reportedly face delays for FDA national priority review vouchers

Sundry Photography Shares of Zoom Communications ( ZM ) tumbled about 13% on Thursday after mixed fiscal fourth quarter results, while analysts pointed to a softer EPS outlook. Evercore kept its Outperform rating and $115 price target on Zoom's stock. "ZM delivered yet another solid quarter , marked by consistent operational execution, and impressive momentum across their newer product offerings (Workvivo, Contact Center, Phone & AI Companion). Results exceeded expectations across the board," said analysts led by Peter Levine. The analysts noted that initial fiscal 2027 revenue guidance came in ahead of expectations at +4.1% year-over-year (versus 3.6% consensus), which, assuming a consistent guidance philosophy, that Zoom's management emphasized, could ultimately shape up closer to about 5.5%. The analysts added that the fiscal year 2027 revenue guidance includes about 40 basis points, or bps, headwind tied to the churn of a single large competitor that had been white-labeling Zoom's product, but an opportunity for the company to capture those customers. White-labeling Zoom involves using Zoom's Meeting SDK to embed Zoom’s core video and audio technology in one's own application, allowing one to create a customized and branded experience. "When thinking through AI monetization, Workvivo, Contact center, Phone, a growing partner ecosystem, and a potential NRR inflection in FY27, there are several levers for a reacceleration narrative with durable FCF expansion," said Levine and his team. Wells Fargo maintained its Equal Weight rating with a $90 price target. "4Q results were largely in-line, though with a more conservative FY27 FCF [free cash flow] guide. We remain encouraged by steady trends and early signs of AI uplift, but await further signals of growth inflection and more meaningful monetization of AI products," said analysts led by Ryan MacWilliams. The analysts noted that Zoom saw solid traction in Enterprise, with the fourth quarter growth falling in line wi...

格隆汇2月26日｜众议院民主党人寻求下周就伊朗战争权力决议案进行表决。

格隆汇2月26日｜中国驻符拉迪沃斯托克总领馆网站2月24日发文称，根据俄罗斯总统普京去年11月签署的一项总统令，年龄在18岁至65岁之间、具有完全行为能力的外籍男性，如申请俄罗斯长期居留许可，须签署并提交同意在俄罗斯军队或俄罗斯联邦紧急情况部救援军事单位至少服役一年的合同，或提供俄罗斯兵役委员会出具的解除兵役合同或不适合服役证明。中领馆提醒领区中国公民留意俄罗斯这一新规，结合自身实际情况审慎决定，确保在俄身份合法。

格隆汇2月26日｜文件显示：阿布扎比酋长国为5年期债券设定的利差为较美国国债收益率高20个基点 。

Investing.com - Over the last month or so, markets have been gripped by a grim narrative: the “SaaSpocalypse.” As agentic AI surged, investors fled traditional software names like Salesforce, ServiceNow, SAP, Cadence, Synopsys, and even legacy giants like IBM, on fears AI agents would replace the need for software altogether. In a wide-ranging interview with CNBC’s Rebecca Quick, Nvidia (NASDAQ:NVDA) CEO Jensen Huang called that thesis not just premature, but fundamentally wrong. His core argume

专题：英伟达财报与业绩指引双双超预期 AI热潮推动数据中心营收大增75% 英伟达公司最新发布的销售额展望，却引来投资者的看空反应，显示出市场对潜在泡沫的担忧，持续施压这家人工智能芯片领域的绝对龙头企业。 周四纽约股市开盘后，该公司股价一度下跌 3.4%。 在此之前，这家芯片厂商给出的第一季度业绩展望 轻松超出分析师平均预期 ，且第四季度营收 大幅增长 73% 。 尽管爆发式的销售增长已让总部位于加州圣克拉拉的英伟达成为 全球市值最高公司 —— 过去 12 个月股价上涨约 44%—— 但投资者仍在寻求更有力的保证，以确认这股狂热的支出势头能够持续。 哈格里夫斯・兰斯当分析师在财报后报告中指出，股东仍有疑问： “当前这波 AI 投入浪潮，能否在未来数年之外继续支撑增长；以及当 AI 从模型训练转向日常推理运行时，英伟达能否继续保持主导地位。” 首席执行官黄仁勋在周三的财报电话会上反驳了相关担忧，称客户已经能从新购置的算力中 实现盈利 ，因此客户会继续保持高水平投入。 “你需要算力，而这会直接转化为增长，直接转化为营收。” 黄仁勋表示，“我相信他们的现金流正在增长。” 首席财务官科莱特・克雷斯试图化解分析师提出的其他担忧，包括 供应受限 的隐忧。她表示，公司已确保足够的零部件，能够满足不断增长的需求。 她对分析师坦言，英伟达最先进芯片的产能依然紧张。 但公司当前的布莱克韦尔（Blackwell）系列芯片，以及下一代名为鲁宾（Rubin）的产品，仍将 超出此前的销售预期 。英伟达此前曾预计，到 2026 年底，相关芯片将带来 5000 亿美元收入。 “我们相信现有库存与供应承诺足以应对未来需求，包括延伸至 2027 自然年的出货。” 英伟达在中国 —— 这个全球最大芯片市场 —— 仍面临不确定性。 克雷斯称，美国政府已批准少量 H200 处理器向中国客户出货，但英伟达尚不清楚中国政府是否会放行。目前，公司在业绩展望中 仍将中国数据中心收入排除在外 。 英伟达表示，特朗普政府发放的小规模许可要求芯片在运往客户前 先经过美国查验 ，且这些处理器进入美国时需缴纳 25% 关祱。 英伟达是 AI 加速芯片的主导供应商，这类芯片用于处理创建人工智能模型所需的海量数据，也用于运行软件（即推理阶段），处理来自现实世界的各类任务。 总部位于加州圣克拉拉的英伟达已将业务拓展至通用处理器、网络...

Intel (NasdaqGS:INTC) has entered a multi year partnership with AI chip startup SambaNova focused on data center accelerators. The deal includes significant funding from Intel and technical integration between SambaNova’s new SN50 AI chips and Intel’s server processors and networking hardware. The companies plan joint sales and marketing efforts aimed at offering an AI inference platform positioned as an alternative to Nvidia and Broadcom solutions. For investors watching Intel at a share...

AMD Radeon RX 9070 XT prices just dropped to MSRP. Grab one for £569.99 while you can Club386

AMD Radeon RX 9070 XT prices just dropped to MSRP - grab one for £569.99 while you can Club386