Charnchai/iStock via Getty Images It has only been five months since my previous coverage of Lincoln National Corporation ( LNC ). And yet, I have already seen a lot of interesting changes in Q4 2025 and the first two months of 2025. If you look closely at its price trend in the months that followed my article, I can say my hold rating was justifiable. The price went down to $38 before bouncing ba...
Charnchai/iStock via Getty Images It has only been five months since my previous coverage of Lincoln National Corporation ( LNC ). And yet, I have already seen a lot of interesting changes in Q4 2025 and the first two months of 2025. If you look closely at its price trend in the months that followed my article, I can say my hold rating was justifiable. The price went down to $38 before bouncing back to $46 and finally decreasing again to $38-39. As an investor here, I didn't see any reason to add to my position when I wrote my previous analysis at $42-44. We must always remember that the market is not always linear before making a move. Fundamentals may be strong and sound, as I noted, but valuation and technicals signaled caution then. As I make another coverage of LNC, I see new buying opportunities after the recent downtrend. This is supported by its robust performance and fundamentals. Its valuation now appears more reasonable as I consider more aspects, which I will discuss later. Technicals still suggest caution, but buying opportunities are emerging. LNC Q4 2025: Stronger And Larger The macroeconomic environment in the US remains volatile amid sticky inflation and tariff hikes. Even insurance companies are not entirely safe from these headwinds. After all, these continue to affect their pricing flexibility, purchasing power, and retention rates of policyholders. Aside from that, they must be cautious about its asset management and investment strategies to ensure sustainability. Even an established player like Lincoln National Corporation feels the impact at some levels. But its well-diversified business model and strategic target market help it remain resilient. In Q4 2025, its operating revenue amounted to $4.92B , which was 20.9% higher than in my previous coverage. It weakened by 2.5% YoY from $5.05, but this was due to other revenues. This primarily pertains to the amount generated from the disposal of its investments and other assets. If you only look at...
Foreign inflows into Indian equities in February are set to surpass domestic institutional demand for the first time in 17 months, aided by signs of improving earnings momentum and easing valuations. Global funds have added a net $2.1 billion of shares through Feb. 24, topping the $1.8 billion bought by domestic peers, according to data compiled by Bloomberg. If sustained, that would be the first ...
Foreign inflows into Indian equities in February are set to surpass domestic institutional demand for the first time in 17 months, aided by signs of improving earnings momentum and easing valuations. Global funds have added a net $2.1 billion of shares through Feb. 24, topping the $1.8 billion bought by domestic peers, according to data compiled by Bloomberg. If sustained, that would be the first time since September 2024 that overseas inflows have exceeded local purchases. READ: GQG Has $24 Billion in India as ‘Perfect Storm’ for Stocks Eases The buying comes after India secured a long-awaited trade deal with the US earlier this month, while Hong Kong-listed Chinese stocks trailed their Indian peers by the most since October. December-quarter earnings also showed signs of improvement, with Jefferies expecting MSCI India profits to grow about 10% in the financial year ending in March. Global funds raised exposure to financial services and capital goods sectors but turned sellers of information technology stocks earlier this month, cutting positions amid artificial intelligence concerns.
Anthropic PBC , known for its commitment to artificial intelligence safeguards, has loosened its central safety policy, saying the change is necessary to remain competitive. The company in 2023 said in its Responsible Scaling Policy that it would delay AI development that might be dangerous. In a Tuesday blog post , Anthropic said it was updating its rules to say it would no longer do so if it bel...
Anthropic PBC , known for its commitment to artificial intelligence safeguards, has loosened its central safety policy, saying the change is necessary to remain competitive. The company in 2023 said in its Responsible Scaling Policy that it would delay AI development that might be dangerous. In a Tuesday blog post , Anthropic said it was updating its rules to say it would no longer do so if it believes it lacks a significant lead over a competitor. “The policy environment has shifted toward prioritizing AI competitiveness and economic growth, while safety-oriented discussions have yet to gain meaningful traction at the federal level,” Anthropic said in its post. Anthropic, recently valued at $380 billion, is racing for uptake with businesses and everyday users, battling the likes of OpenAI , Google and Elon Musk’s xAI Corp. for dominance in what many view as a revolutionary new technology. “From the beginning, we’ve said the pace of AI and uncertainties in the field would require us to rapidly iterate and improve the policy,” an Anthropic spokesperson said. The updated policy was earlier reported by Time.
Meta is still growing fast and producing significant cash, but investors seem spooked by the social media company's capital-intensive AI spending spree.
Meta is still growing fast and producing significant cash, but investors seem spooked by the social media company's capital-intensive AI spending spree.
Rebound in the country – which has been having demographic crisis – said to be partly because of 3.6 million born between 1991 and 1995 having children South Korea recorded 254,500 births in 2025, the largest annual increase in 15 years, driven largely by a temporarily enlarged generation – known as “echo boomers” – now in their early thirties, alongside marriage rates recovering from Covid-era de...
Rebound in the country – which has been having demographic crisis – said to be partly because of 3.6 million born between 1991 and 1995 having children South Korea recorded 254,500 births in 2025, the largest annual increase in 15 years, driven largely by a temporarily enlarged generation – known as “echo boomers” – now in their early thirties, alongside marriage rates recovering from Covid-era delays. The country’s fertility rate – the average number of babies a woman is expected to have in her lifetime – rose to 0.80 from 0.75 last year , returning to the 0.8 range for the first time since 2021, according to provisional figures released by South Korea’s ministry of data and statistics on Wednesday. Continue reading...
Bet_Noire/iStock via Getty Images By Warren Patterson , Head of Commodities Strategy and Ewa Manthey , Commodities Strategist Energy – All eyes on upcoming US-Iran talks Oil prices weakened yesterday, with ICE Brent settling a little more than 1% lower amid hopes that the US and Iran will reach a diplomatic solution. There were reports yesterday that Iran is ready to strike a deal as soon as possi...
Bet_Noire/iStock via Getty Images By Warren Patterson , Head of Commodities Strategy and Ewa Manthey , Commodities Strategist Energy – All eyes on upcoming US-Iran talks Oil prices weakened yesterday, with ICE Brent settling a little more than 1% lower amid hopes that the US and Iran will reach a diplomatic solution. There were reports yesterday that Iran is ready to strike a deal as soon as possible. This noise comes ahead of another round of planned talks between the US and Iran on Thursday. At the same time, the US continues to build up military assets in the region. So, without a deal, the probability of military action is high and growing. President Trump’s 10-to-15-day deadline for Iran works out to a date sometime in very early March. This uncertainty means the market will continue to price in a large risk premium and remain sensitive to any fresh developments. US inventory numbers from the American Petroleum Institute ( API ) were bearish, with US crude oil inventories increasing by 11.4m barrels over the week. This is well above the 1.9m barrels the market was expecting. Meanwhile, gasoline and distillate stocks fell by 1.5m barrels and 2.8m barrels, respectively. The more widely followed Energy Information Administration (EIA) report will be released later today. A similar crude oil stock build to the API would be the largest build since February 2024. Crude oil prices in the Permian Basin have fallen to their largest discount to Houston since November 2024; Midland crude is trading at a roughly US$0.80/bbl discount to Houston. The recent weakness comes amid scheduled maintenance work on the 1.5m b/d Wink to Webster pipeline in early March. It carries crude oil from the Permian Basin to the Gulf Coast. The next OPEC+ meeting is scheduled for 1 March, and given the broader market strength, the group is likely to resume supply increases from April. This is despite the oil balance sheet suggesting that the market doesn’t need additional supply. Metals - China...
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)
The average one-year price target for Rogers (NYSE:ROG) has been revised to $126.82 / share. This is an increase of 19.55% from the prior estimate of $106.08 dated February 1, 2026. The price target is an average of many targets provided by analysts. The lates
The average one-year price target for Rogers (NYSE:ROG) has been revised to $126.82 / share. This is an increase of 19.55% from the prior estimate of $106.08 dated February 1, 2026. The price target is an average of many targets provided by analysts. The lates