Greif ( GEF.B ) declares $0.84/share quarterly dividend , 1.2% increase from prior dividend of $0.83. Forward yield 3.82% Payable April 1; for shareholders of record March 16; ex-div March 16. See GEF.B Dividend Scorecard, Yield Chart, & Dividend Growth. More on Greif Greif, Inc. (GEF) Q1 2026 Earnings Call Transcript Greif, Inc. 2026 Q1 - Results - Earnings Call Presentation Price increases by Cascades are positive sign for packaging industry: Truist Greif reaffirms $630M EBITDA and $315M free cash flow targets for 2026 amid margin expansion and aggressive cost optimization Seeking Alpha’s Quant Rating on Greif

Jonathan Kitchen/DigitalVision via Getty Images It is the time to utilize Warren Buffett's investing mantra of buying when others are fearful of mega-cap stocks. Investor fear over an AI-related burst and software industry disruption created a broader tech selloff, sending the mega caps and tech sector closer to correction territory. While AI is eating jobs and hitting a few industries, the technology is making hundreds of billions of dollars for tech companies. Therefore, it’s unrealistic to call it a speculative bubble, in my view. In particular, mega-cap tech stocks are leading the AI market due to their gigantic investment potential. Moreover, a valuation factor now appears attractive after the recent selloff along with the robust earnings growth outlook. I maintain my buy rating on Vanguard Mega Cap Growth Index Fund ( MGK ). MGK's Performance and Price Target MGK price return (Seeking Alpha) Vanguard Mega Cap Growth Index Fund ETF began 2026 with concerns over global geopolitical tensions, fear over an AI-related burst, and investors rotating to non-tech stocks. Consequently, MGK’s price plunged nearly 10% from its recent peak. I do not expect MGK’s shares to hover in a correction territory for a longer time. In fact, I expect a solid price rebound in the months and quarters ahead. I expect MGK to end the year around $500 per share, representing a 20% upside for the full year. MGK is a higher beta ETF. It delivered more than 50% upside in 2023 and 34% in 2024. It has the potential to make a sharp rebound. For example, early in the last year, after plunging more than 20%, its price bounced back strongly to end the year with a 20% increase. My optimism is attributed to the mega-caps earnings growth power and exposure to the AI market. Panic Over AI Bubble Is Temporary The tech market and mega-cap tech stocks have lost investor traction in the past few months due to multiple reasons, including speculations about the bursting of the AI bubble. Unlike the dot-com b...

Tech stocks keep falling. Ark's chief investment officer keeps buying.

Mixed options sentiment in Meta Platforms Inc with shareslittle changed TipRanks

格隆汇2月25日｜乌克兰驻美大使斯特凡尼希娜：我受邀出席美国总统特朗普的国情咨文演讲。

格隆汇2月25日｜乌克兰驻美大使斯特凡尼希娜：受邀出席美国总统特朗普的国情咨文演讲。

AVPT heads into Q4 earnings with strong SaaS growth and rising ARR, but U.S. government shutdown risks could cloud its upbeat revenue outlook.

Tech's retreat signals a mature but ongoing bull market. With some stocks firmly oversold, analysts see value in the sector otherwise known for its growth.

Arm is set to gain market share in the PC market.

Key PointsLaptops with Arm-based Nvidia chips are expected to enter the market in the second half of the year.

南向資金追蹤｜淨買入約31億港元 加倉美團及小米流出泡泡瑪特 hstong.com

Aluminium maker Alcoa seeks to sell 10 sites to data centres Reuters

格隆汇2月25日｜乌克兰驻美大使斯特凡尼希娜：美国的制裁法案总体而言是一项非常好的法案，若该法案获国会通过，预计美国总统特朗普会予以签署。

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Salesforce will try to flip the AI narrative with its earnings report Wednesday afternoon, but some on Wall Street think that might be a challenge.

Anthropic launched an AI tool that automates COBOL modernization, challenging IBM's long established mainframe services business. IBM responded by stressing the resilience, security and integration needs of mission critical enterprise systems that go beyond code translation. At the same time, IBM announced a new partnership with Deepgram to bring advanced voice AI into its Watsonx generative AI platform for enterprises. For investors watching NYSE:IBM, this news affects a core part of the...

格隆汇2月25日｜阿里千问宣布Qwen 3.5中型模型系列正式发布， 包含Qwen3.5-Flash、Qwen3.5-35B-A3B、Qwen3.5-122B-A10B，以及Qwen3.5-27B。据介绍，新模型更强智能、更低算力。Qwen3.5-35B-A3B性能已超越Qwen3-235B-A22B-2507与Qwen3-VL-235B-A22B——证明架构、数据质量与强化学习才是智能进步的关键，而非单纯堆参数。Qwen3.5-122B-A10B与27B进一步缩小了中型模型与前沿模型的差距，尤其在复杂智能体任务中表现突出。Qwen3.5-Flash是基于35B-A3B的托管生产版本，默认支持100万tokens上下文长度，内置官方工具集。

BPYP-PR.NE 互動股市圖表 | BROOKFIELD PROPERTY PREFERRED P 股市 Yahoo 財經

quantic69 UBS on Tuesday set a new end-March 2027 forecast for Brent at $67 per barrel and widened its assumed WTI-Brent spread to $4 from $3. "A gradual fading of the risk premium and easing supply disruptions resulting in a better supplied market should bring Brent back into the $60-70/bbl range, in our view," the investment bank said. Crude oil prices have had their best start to a year since 2022, up by 17% so far. "There has been no indication of an oil glut so far, which likely plays an important role. (Additionally), Chinese stockpiling is keeping inventories in other locations low, also supporting prices," Giovanni Staunovo, strategist, UBS Switzerland AG, said in a note. Near term, prices will likely be strongly influenced by the tensions in the Middle East, he said, adding that historically, the geopolitical risk premium on crude prices has tended to fade if there were no supply disruptions. Brent ( CO1:COM ) and WTI futures ( CL1:COM ) eased 0.7% each to $71.01/bbl and $65.84/bbl, respectively, at press time, as traders await news from nuclear talks between the U.S. and Iran. Yet, with crude prices currently at a seven-month high, UBS said three factors are supporting oil prices this year. Cold weather in the U.S. in January temporarily reduced crude output, while disruptions in Russia and Kazakhstan, including drone attacks affecting Russian production and lower exports from the Caspian Pipeline terminal, have also lent support. In addition, Middle East tensions have added a modest risk premium, though exports from the region, including Iran, have so far remained largely unaffected. Still, UBS said it expects a "modest price setback over the coming weeks," barring any escalation of Middle East tensions that disrupts supply. More energy, etc. SPX Skew Steepens To 1Y High As Tariff Uncertainty Rises EIA's Global Oil Market Balance Estimate & Forecast Doesn't Fit Its Own Data Commodities: Oil Softens Ahead Of Further U.S.-Iran Talks, Rising Tariff Uncertain...

Meta to spend billions of dollars on AMD gear, buy stock SiliconValley.com

Earnings Call Insights: Novanta Inc. (NOVT) Q4 2025 Management View CEO Matthijs Glastra stated that "Novanta posted record revenue in the fourth quarter with 9% reported growth, 2% organic growth and 4% sequential growth. Bookings surged 25% year-over-year and 12% sequentially with a book-to-bill of 1.11." He emphasized, "Every single business delivered double-digit bookings growth and a positive book-to-bill in the same quarter. That's the first time that's happened since 2022." New product revenue grew over 60% for the year and over 80% in the fourth quarter. Glastra highlighted strategic investments in minimally invasive and robotic surgery, AI-driven robotics, digital manufacturing, and precision medicine. He noted, "Our strategic focus is to continue to expand our business mix and technology leadership in medical technologies, medical consumables and embedded software." On acquisitions, Glastra said, "In November, we raised more than $600 million...with nearly $1.5 billion in total acquisition capacity and a proven track record of disciplined value creation, we're actively working multiple opportunities and expect to deploy meaningful capital in 2026." CFO Robert Buckley provided additional detail: "Our fourth quarter 2025 non-GAAP adjusted gross profit was $118 million or 45.5% adjusted gross margin compared to $112 million or 47% adjusted gross margin in the fourth quarter of 2024." Buckley explained, "Prioritizing customer deliveries over transfer timing created higher dual running costs in the quarter with more than a 100 basis point impact to gross margin and a 400 basis point increase to net working capital as a percent of sales." Outlook For 2026, Novanta expects GAAP revenue to be approximately $1,030 million to $1,050 million, representing 4% to 6% organic revenue growth. Buckley stated, "We expect to see sequentially increasing momentum in our quarterly organic growth." Adjusted gross margin for 2026 is projected at approximately 47%, a 100 basis poi...

Earnings Call Insights: Orthofix Medical Inc. (OFIX) Q4 2025 Management View Massimo Calafiore, President and CEO, reported "strong consistent performance in Bone Growth Therapies and U.S. Limb Reconstruction" with double-digit net sales growth in the global Spine Fixation business. He emphasized this momentum led to "our eighth consecutive quarter of adjusted EBITDA growth and a standout quarter of free cash flow generation." Calafiore highlighted a 10% annual and quarterly net sales growth for Global Spine Fixation and 6% annual, 5% quarterly growth for U.S. Spine Fixation. He said, "With this transition now largely behind us, variable access to important IDN accounts and a strengthened highly aligned distributor network in place, we believe the business is set up well for 2026." The CEO noted enabling technologies, with "7D FLASH navigation continue to be a powerful differentiator," and stated Voyager earnout placement grew 30% in 2025. He announced the "full market release of our VIRATA Spinal Fixation System in the second half of the year," targeting the $2 billion U.S. pedicle screw market. The Orthopedics business was rebranded as Limb Reconstruction, focusing on "limb preservations, limb lengthening, complex fracture management and extremity deformity correction," representing a $2.6 billion opportunity. U.S. Limb Reconstruction grew 8% in Q4 and 16% for the full year, led by TrueLok Elevate and FITBONE product launches. Bone Growth Therapies delivered "accelerating momentum," with 7% Q4 growth. Calafiore stated, "BGT continues to be an important contributor to our overall progress." The company is "recalibrating the time line for our 3-year financial targets" by extending it one year, now aiming for the operational and commercial leverage from channel enhancement to materialize fully by 2028. Julie Andrews, CFO, stated, "Total global net sales in Q4 reached $218.6 million, a 3% increase supported by strong performances in our Bone Growth Therapies and U.S. ...

Key PointsData centers require a massive amount of power.

Chinese ⁠drone maker DJI said on Tuesday that it had ⁠filed suit challenging the US Federal Communications Commission decision to bar imports of all of its new models and critical components. The ban also includes products from Autel, another China-based drone maker. DJI, the world’s largest drone maker, said in a statement ‌it had challenged the FCC decision in the US Court of Appeals for the 9th Circuit. “It carelessly restricts DJI’s business in the US and summarily denies US customers access...

Wasatch Advisors disclosed a new stake in Everus Construction Group (NYSE:ECG) in its February 12, 2026, SEC filing, acquiring 2,160,337 shares worth $184.84 million. According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Wasatch Advisors established a new position in Everus Construction Group (NYSE:ECG) , acquiring 2,160,337 shares. The quarter-end value of the stake totaled $184.84 million, reflecting both the purchase and stock price shifts during the period. Everus Construction Group, Inc. operates at scale within the engineering and construction industry, with a diversified service offering that spans utility infrastructure, specialty equipment, and maintenance. The company's strategy emphasizes integrated solutions for complex utility and industrial projects, leveraging expertise in both construction and manufacturing. This diversified approach provides a competitive edge in securing long-term contracts and recurring revenue streams from major utility and commercial clients. Continue reading

JHVEPhoto/iStock Editorial via Getty Images Shares of Fidelity National Information Services, Inc. ( FIS ), have been a poor performer over the past year, losing over 30% of their value. Optimism last year over its decision to sell its remaining stake in Worldpay has given way to increasing fear that AI can disrupt financial payment networks, sending shares steadily lower and to a 52-week low. After being on the sideline, I upgraded FIS to a Buy in November , given potential benefits from bank M&A. This has been a bad call given rising AI fears, and shares are down 25%. With updated financials and such poor performance, now is a good time to revisit Fidelity. Seeking Alpha In the company’s fourth quarter , Fidelity National Information Services earned $1.68, which was a penny below expectations even as revenue beat by $70 million at $2.8 billion. Revenue was up a solid 7.4%, and recurring revenue now accounts for 78% of the business. This provides stability and visibility to the company’s financials, a fact that remains underappreciated in my view. In 2025, FIS announced it was selling its remaining stake in Worldpay and buying the Issuer Solutions business from Global Payments ( GPN ), and I expect this deal to provide ~$1.25 of incremental EPS. On January 9th, FIS closed these transactions, and it is in the process of integrating this new business. SG&A was slightly higher than I expected, driving the miss, and costs associated with these pending transactions can create noise in financials. Overall, I view this as an essentially in-line quarter. Recurring revenue supports Q4 Drilling into segment results, its banking solutions unit grew revenue by 8.3% with a 130 bps tailwind from M&A. Within this, recurring revenue grew an even faster 8.8%. As a result, adjusted EBITDA jumped 12% to $819 million, with margins expanding 130 bps to 43.9%. Consistent with all of 2025, professional services was weak, and the pace of weakening has accelerated, with revenue down 16% fr...

South Bow Corp. is considering an expansion of its pipeline system that may revive a version of the canceled Keystone XL project. Bridger Pipeline LLC filed an application last month with the Montana Department of Environmental Quality to build and operate a 550,000 barrel a day line that would move Canadian crude through Montana to Wyoming. The route would originate near Keystone XL’s planned border crossing, raising the prospect that parts of the long-stalled project could be repurposed. Keystone XL was meant to be an expansion of the existing Keystone system, which crosses the US border in North Dakota, and instead has become a political flashpoint since it was originally proposed in 2008. Former US President Joe Biden withdrew a key permit for the project in 2021 after portions had already been built in Canada. South Bow is now evaluating an expansion that would leverage existing infrastructure and permitted corridors in Canada to connect with downstream pipelines in the US, Solomiya Lyaskovska, a South Bow spokesperson, said in an email, responding to questions about the Bridger plan. The concept is in its early stages, and the company will work with prospective customers, stakeholders and rightsholders before sharing further details, she said. South Bow is a spinoff of TC Energy Corp. , which originally proposed Keystone XL. The Bridger project would allow the “stranded steel” of Keystone XL to be converted into a working pipeline system, according to a report from RBN Energy LLC. If tied into that dormant footprint, the combined pipes could create a functional cross-border outlet without the need for Keystone XL’s southern leg, RBN said. Bill Salvin, a spokesperson for Bridger Pipeline, declined to comment on which pipeline or other infrastructure in Canada would link to the company’s proposed project. A project resembling Keystone XL might ease tensions between Canada and President Donald Trump after tariffs imposed early in his term damaged cross-border rel...

French billionaire Bernard Arnault , Europe’s richest man, further tightened his grip on LVMH after he delivered on a promise to boost his holding in the luxury group beyond the 50% mark. Arnault’s family raised its stake in LVMH Moët Hennessy Louis Vuitton SE to 50.01%, up from 49.77% at the end of last year, the company said. It now has 65.94% of the voting rights. “It testifies to the strong confidence of Bernard Arnault and his family in the future of LVMH,” a spokesperson for the family said. The Arnault clan, which routinely buys up the group’s stock, has capitalized on a slump in LVMH shares amid a luxury industry slowdown to accumulate a bigger stake. The stock has erased close to 38% of its value since a record high in April 2023 in line with a post-pandemic demand boom for luxury goods. Just this year, LVMH shares have tumbled about 13%, valuing the Paris-based company at €280 billion ($330 billion). LVMH is still the biggest company by market capitalization on France’s benchmark CAC40 index and the fourth largest on Europe’s Stoxx Europe 600. Arnault, 76, noted during LVMH’s annual results presentation last month that his family’s holding in the conglomerate would surpass 50% this year. LVMH posted a weaker-than-expected performance at its key division which includes Louis Vuitton and Christian Dior in the last three months of last year, sending its shares and those of its rivals lower. Its wines and spirits unit saw its third year of falling sales, hurt in particular by a collapse in demand for Hennessy Cognac. With a net worth of about $185 billion, Arnault ranks 7th on the Bloomberg Billionaires Index , behind six American tech moguls led by Elon Musk . Arnault’s five children are all involved in LVMH operations. Earlier this month, his son Antoine , 48, who oversees image and sustainability at the group, was promoted to the group’s executive committee, joining Arnault’s 50-year-old daughter Delphine , who is the CEO of Christian Dior Couture. Arnault’...

The Centers for Disease Control and Prevention (( CDC)) has assigned Mar. 18–19 as the dates for the next meeting of its vaccine advisors. The decision came after the agency delayed an earlier meeting of the panel following a lawsuit challenging its composition. On Thursday, multiple media outlets reported that the CDC has postponed the meeting of its Advisory Committee on Immunization Practices (( ACIP )) , which was previously scheduled to take place from Feb. 25 to 27. The decision came after several leading medical groups filed a lawsuit seeking a ruling to bar the CDC from holding the meeting, citing, among other things, HHS Secretary Robert F. Kennedy Jr.’s move to reconstitute the panel with his handpicked members last year. The CDC’s ACIP panel issues non-binding recommendations to the agency regarding who should receive FDA-approved vaccines in the U.S., making their input critical for companies in receiving insurance coverage for their products. Leading vaccine makers: GSK ( GSK ), Sanofi ( SNY ), Pfizer ( PFE ), Moderna ( MRNA ), BioNTech ( BNTX ), Novavax ( NVAX ), Merck ( MRK ), AstraZeneca ( AZN ) More on Pfizer, Merck, etc. Merck: Why Investors Should Remain Bullish Despite Patent Risks Pfizer: A Risky 6.3% Yield For Income-Oriented Investors Q4 Healthcare Dividends: Johnson & Johnson Kept Outshining Pfizer (Rating Upgrades) GSK inks licensing deal worth up to $1B with China’s Frontier Bio Pfizer strikes $495M deal for obesity drug rights in China