(RTTNews) - Sentiment remains weak for the FTSE 100 benchmark of the London Stock Exchange amidst renewed concerns about global trade, economic growth and AI disruption that added to fears about the health of the corporate sector and the persisting geopolitical tensions.

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Never sell? Despite its underwater holdings, Michael Saylor's Strategy ( MSTR ) is doubling down on Bitcoin as the asset heads for its worst month since June 2022 . Bidding war: Here's what analysts are saying about Paramount's ( PSKY ) new bid for Warner Bros. ( WBD ) as it attempts to break up the merger with Netflix ( NFLX ). No interference: William Wiatrowski, acting commissioner of the Bureau of Labor Statistics, has rejected speculation of falsified economic data or "cooking the books." Watch out! Aggressive competition and lower credit standards are leading some firms to take higher risks to boost profitability metrics, according to JPMorgan ( JPM ) CEO Jamie Dimon. Market participants should stay vigilant and prepare for potential shifts in credit quality, especially given growing risks in private credit, non-bank lenders, fintech, and the AI disruption. Should the cycle go south, it might also take some unsuspecting victims down with it, as the battle for yield intensifies across the industry. Quote: "You feel stupid when everyone’s coining money and everyone's great... it does feel really good," he declared during the company's annual investor update. "And then when I think about all the factors taking place, I take a deep breath and say, 'Watch out!' Unfortunately, we did see this in '05, '06, and '07—almost the same thing—the rising tide was lifting all boats, and everyone was making a lot of money. I see a couple of people doing some dumb things. They are just doing dumb things to create net interest income." "There's always a surprise in a credit cycle. The surprise has often been which industry [is hit hardest]. You didn't expect utilities and phone companies in '08, '09, and this time around, it might be software because of AI. There will be a cycle one day... I don'...

Nvidia (NVDA) is reporting fourth quarter earnings results on Wednesday after markets close. FBB Capital Partners director of research Mike Bailey sits down with Yahoo Finance Markets and Data Editor Jared Blikre to outline the two key aspects of the earnings print and market reaction he'll be paying attention to. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Welcome to Next Africa, a twice-weekly newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. South Africa is a surprise beneficiary of the latest chaos to envelop global commerce. Donald Trump’s announcement of a blanket charge on America’s imports should effectively halve duties on a range of goods, including farm produce, from Africa’s biggest economy, bringing them in line with those imposed on global competitors. The reduction stems from a US Supreme Court ruling that the president overstepped his authority when he invoked an emergency law to impose his so-called Liberation Day tariffs, with rates determined in part by politics. A new 10% global tariff went into effect on Tuesday and the White House is working on a formal order to increase it to 15%. Trump has lambasted South Africa at every turn since he returned to office just over a year ago. He’s accused President Cyril Ramaphosa’s administration of siding with America’s geopolitical foes and falsely claimed that it’s subjecting White farmers to a genocide. Besides hitting Pretoria with the highest tariffs in sub-Saharan Africa, he cut aid and ordered a boycott of a Group of 20 heads-of-state summit in Johannesburg last year. While South Africa has put on a brave face, saying farm shipments to the US only fell 3% last year, the tariffs have begun to bite, with exports slumping two fifths in the final quarter. Sales of products ranging from wine and berries to ostrich meat dipped as rivals such as Peru, Australia and Chile won market share. “The 15% tariff will be a great relief,” said Wandile Sihlobo, Ramaphosa’s newly appointed agriculture envoy. “We will likely be competitive in the US market again.” The court ruling probably won’t spell an end to Trump’s antagonism toward Pretoria, though, and he has other weapons to wage trade wars. “I can use Licenses to do absolutely “terrible” things to foreign countries, especially those countries that ...

It’s no surprise that US President Donald Trump came out swinging after the Supreme Court’s stunning rebuke struck at the core of his economic agenda. It delivered his most consequential legal setback by blocking him from invoking emergency powers to unilaterally impose sweeping tariffs on trading partners. The International Emergency Economic Powers Act (IEEPA), enacted in 1977, allows the president to regulate economic transactions after declaring a national emergency in response to an...

watch now VIDEO 2:49 02:49 What to expect from Trump’s State of the Union address Politics President Donald Trump is set to deliver his prime-time State of the Union address on Tuesday night as polls indicate voters are souring on his economy, after he made promises to lower prices for working-class voters. Trump will speak at a critical moment. The midterm elections, looming less than nine months away, threaten to rip away the near-complete control of Washington he has enjoyed in his second term. And public polling indicates Trump is sinking on what were once his key issues: the economy and immigration . The economy is expected to feature heavily in Trump's address, especially after the Supreme Court last week overturned his authority to issue a wide swath of his tariffs — a key plank of his economic platform. "You're going to hear a lot about the importance of bringing jobs back to our country," Vice President JD Vance said in a Fox News interview on Saturday. "I think he's going to talk about regulatory change, the importance of lowering energy prices for American citizens." Read more CNBC politics coverage Democrats seek to force refunds after Supreme Court blocks Trump tariffs Trump demands Netflix fire Susan Rice as DOJ probes Warner deal Armed man killed by authorities trying to enter Trump Mar-a-Lago club High prices for everyday goods are one of the biggest problems facing Trump in his second term. Democrats are hounding the president and other Republicans on affordability, an issue that resonates with voters. In a CNN/SSRS poll released Monday, a whopping 57% of respondents said what they most wanted Trump to speak about in his State of the Union was the economy. Immigration was a distant second, with only 13% of those polled saying they would most like the president to speak on it. Democrats have opened up a 4.8-point lead in the generic congressional ballot leading up to the 2026 midterms, according to RealClearPolitics polling averages. Trump is underwa...

Sinenkiy/iStock via Getty Images Introduction It’s time for another one of my long introductions, as I want to start this article by shining some light on one of my favorite places to put capital in one of my favorite sectors. That place is Canadian energy. For example, on December 24, I wrote, “Energy Is, By Far, My Favorite Sector For 2026.” Although it’s still early, energy is leading the pack, as the handy overview below shows. State Street While I am writing this, energy is up 24% year-to-date. That’s even more impressive in light of the S&P 500’s gain of just 0.4%. And, while I have your attention, I may as well mention that value sectors, in general, are doing well, as materials, industrials, consumer staples, utilities, and real estate are all among the best gainers. In this sector specifically, I like Canadian energy, which is an industry I have highlighted many times, especially when the U.S. involvement in Venezuela caused the market to believe that the end markets for Canadian oil were about to shift to Venezuelan oil. Here’s what I wrote back then: Nonetheless, I am sticking with my thesis that energy is my No. 1 place to be, as I'm convinced that Venezuela headlines are overblown. This is a long-term endeavor that could cost close to $100 billion, even if everything goes smoothly. Then there’s the impact of OPEC-related supply. That glut, so far, is far less bad than one might have expected. This may explain why energy equities have been bottoming relative to the S&P 500 going into this year. When adding that the market, in general, is extremely pessimistic with regard to energy and money managers are even net short, I believe it won’t take much to trigger a bigger rebound, especially if it comes with a confirmation of stronger cyclical growth in the months ahead. - January 11 article With that in mind, Bloomberg just reported on the success of Canadian energy stocks. These stocks, using the S&P/TSX Composite Energy Index as a proxy, have reached the h...

primeimages/iStock via Getty Images Preferred securities offer income potential above bonds and lower volatility than equities. Understanding sector differences helps investors position preferreds within diversified portfolios. Understanding Preferred Securities Preferred securities are hybrid instruments that combine characteristics of both fixed income and equity. They typically pay a stated dividend or coupon, often at a higher yield than investment-grade bonds, while ranking senior to common equity but junior to bonds in a company’s capital structure. Most preferreds are perpetual securities with callable features, meaning income is the primary driver of returns over time. Because preferred dividends are generally fixed or fixed-to-floating, their prices tend to be sensitive to interest rates, credit spreads, and issuer-specific fundamentals. Who Should Invest in Preferred Securities? Preferred securities may be appropriate for investors seeking enhanced income potential with lower volatility than equities but who are willing to accept more risk than traditional investment-grade bonds. They are often used by income-oriented investors looking to diversify fixed income allocations, enhance yield, or reduce reliance on common equity dividends. Because preferreds sit lower in the capital structure than bonds, credit analysis and active management can play an important role in managing risk. Preferred Securities by Sector Financials Preferreds Financial institutions represent the largest segment of the preferred market, driven by regulatory capital requirements. Can carry elevated regulatory and credit risk during periods of financial stress Exposure to banking and insurance fundamentals Sensitivity to credit conditions and interest rate changes Because financials dominate the preferred universe, investors may face concentrated exposure to banking-sector risks. For those seeking preferred income potential without financial sector concentration, strategies such as the...

– ARCALYST ® (rilonacept) Q4 2025 and full year 2025 net product revenue of $202.1 million and $677.6 million, respectively – – ARCALYST 2026 net product revenue expected to be $900 - $920 million – – KPL-387 Phase 2 recurrent pericarditis data expected in 2H 2026 – – KPL-1161 Phase 1 trial planned to initiate by the end of 2026 – – Cash balance increased by $170.4 million in 2025 to $414.1 million – – Conference call and webcast scheduled for 8:30 am ET today –

WALTHAM, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today reported financial results for its fourth quarter of 2025, covering the three- and twelve- month periods ended December 31, 2025. The Company is also providing financial guidance for the full year 2026.

This growth is fueled by increased adoption of digital learning platforms, enhanced internet accessibility, and a rising demand for flexible education solutions. Key players like Coursera, Instructure, Adobe, Alphabet, and Udemy drive innovation and accessibility in online learning, catering to a diverse global audience. The COVID-19 pandemic further accelerated this shift, emphasizing the value of remote learning. Top industry leaders include Pluralsight and edX, renowned for specialized and ac

Throughout the recent market cycle, there has been some peculiar behavior in the relationship between stocks and bonds. Historically, stocks and bonds often move in opposite directions. As one of these asset classes is in favor, the other usually lags. Over the past three years, that hasn't been the case. Since the beginning of 2023, the S&P 500 has pretty consistently moved higher. But long-term Treasury yields have remained largely flat over the period. Continue reading

Monetta Financial Services Inc. Has $6.24 Million Stock Holdings in Palantir Technologies Inc. $PLTR MarketBeat

Heirloom Wealth Management Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

博通美股盘前跌超2%，现报323.68美元。

当地时间24日，加沙地带北部拜特拉希亚地区遭以军无人机袭击，造成1名巴勒斯坦人死亡、多人受伤。另据加沙地带卫生部门的最新消息，自去年10月停火生效以来，加沙地带死亡人数达615人，受伤人数超过1650人。而自2023年10月7日以来，以色列对加沙地带的军事行动已造成72073人死亡、17.18万人受伤。（央视新闻）

图为九识无人车 36氪获悉，九识智能近日完成新一轮超3亿美元融资，估值突破百亿人民币。这也意味着，就已有公开信息来看，RoboVan（L4级自动驾驶物流车）领域首家估值超百亿的独角兽诞生。 截止目前，九识智能已经获得了6次融资。 九识智能成立于2021年，专注于人工智能以及L4级自动驾驶技术的研发，核心产品为L4级自动驾驶城市配送车，业务聚焦于城市支线运输及B2B无人物流领域。 截至2025年年底，其无人配送车业务已覆盖全国300余个城市，并拓展至新加坡、阿联酋、日本、韩国、马来西亚等市场。2025年10月，九识智能和中国邮政签订了7000台无人车订单。 今年一月，九识与菜鸟无人车业务完成战略合并，整合后的九识智能同时运营九识与菜鸟无人车双品牌，RoboVan车队总规模超2万台，覆盖全球10余个国家超300座城市。 整合完成后，九识智能将进行双品牌运营。“菜鸟无人车”品牌将由菜鸟授权给九识使用，菜鸟自身不再生产和直接销售无人车，依托其物流科技基因，聚焦特定场景和KA客户，提供基于RoboVan的智能供应链深度服务，而九识智能将持续深耕自动驾驶全栈自研技术，提供全场景的智慧运力方案。 据36氪汽车了解，九识智能无人车能帮助客户降低约50%的末端配送成本。引入无人车后，快递加盟商每月花在一辆物流无人车的成本，大概在2000~3000元，在车辆成本、折旧费用、电费的综合计量下，其快递单票配送成本已从0.2元降到0.1元。 在不断达成合作的背后，九识的无人车部署规模每年基本以10倍速度增长。2023年，九识的无人车部署数量为200辆，2024 年增至 2000 辆，2026年初，通过与菜鸟整合后迅速达到20000辆。 九识智能联创周清曾表示，如果不算研发成本，九识智能已经实现盈亏平衡。如果算上研发成本的话，当九识的车辆达到大概5万台的时候基本可以实现盈亏平衡。 目前九识智能卖得最好的产品是其首款L4级量产车型Z5，是九识在业内首推的货箱容积在5立方米以上的无人物流车。 在九识智能的产品布局中，Z系列是九识的标准款产品，车型从2立方到10立方不等。轻量版车型E系列则聚焦社区零售、轻抛货等细分场景，提供更低成本的选择，填补了轻量化场景的空白；而更高载重、充电效率更高的L系列则在于满足客户的重载需求场景。 近年来，九识智能瞄准的无人物流领域，正处在规模化落地的爆发节点上。过去一年...

yothaka nuthat/iStock via Getty Images In September, I reiterated my buy rating for Amadeus IT Group ( AMADF ) ( AMADY ). Since then, the stock has fallen over 30% on a broader software and enterprise software sell-off on fears that these may become obsolete as Amadeus’ key front-end systems would be bypassed by AI or AI agents. However, as I discuss in this report, this is short-sighted at best and ignores the complexity of IT systems in the travel industry. Amadeus IT Group Is A Leading Travel Technology Provider Amadeus IT Group is a Spanish multinational technology company that provides software solutions and services to the global travel and tourism industry. Together with key peers such as Sabra and Travelport, the company is one of the world’s leading providers of Global Distribution Systems [GDS]. GDS connects travel service providers with travel agencies and booking sites. Beyond GDS, Amadeus also offers software solutions for airlines. Many IT systems of passenger airlines are not up to modern standards. I believe that Amadeus IT Group could help customers modernize their systems and optimize profits supported by long-term structural growth in demand for air travel. The company is currently migrating its applications to the public cloud, allowing for better scalability. Furthermore, the company has a new strategic partnership with Google to explore AI-driven solutions. AI is not a buzzword for Amadeus; it brings advanced capabilities to enhance IT systems, and Amadeus is already porting its first airline customers to its next-generation airline IT platform called Nevio. Nevio builds on a modular, cloud-native setup and allows for the implementation of AI. The company is also attempting to capture a bigger market share in Hospital & Other Solutions, which provides it with revenue streams besides airline-focused GDS and IT systems. So, there are many growth drivers ahead. However, like any business, there are also risks or things to be mindful of. For Amadeu...

The decision comes after years of often bitter debate over the plans for a £40m holiday park on the banks of the loch.

当地时间24日，总台记者获悉，以色列近日通过间接渠道向黎巴嫩传递信息称，若黎巴嫩真主党介入任何可能爆发的美伊冲突，以色列将对黎巴嫩实施强力打击，并可能将机场等民用基础设施作为目标。黎巴嫩总统府尚未对此进行回应。（央视新闻）

While Tesla has outperformed the broader consumer discretionary sector over the past year, analyst sentiment on the stock remains cautious.

Tesla Stock: Is TSLA Outperforming the Consumer Discretionary Sector? Yahoo Finance

Tesla Stock: Is TSLA Outperforming the Consumer Discretionary Sector? Barchart.com

imaginima/iStock via Getty Images AES Corp. ( AES ) +2.1% pre-market Tuesday after saying it signed agreements to provide energy generation for a planned new Google ( GOOG ) ( GOOGL ) data center in Wilbarger County, Texas. AES ( AES ) said it secured the land and interconnection agreements, will build the necessary shared electricity infrastructure for the co-located facility, and will own and operate the generation assets, in addition to providing retail, cost optimization, and related services to the data center campus under a long-term energy management agreement. The two companies also entered into 20-year power purchase agreements for co-located power generation. "Our expanded partnership with Google demonstrates how AES can accelerate data center development by delivering powered land and energy at scale," AES ( AES ) President and CEO Andres Gluski said, noting the company has signed agreements for nearly 12 GW of energy with data center customers, including 9 GW that are PPAs directly with hyperscalers. More on AES Corp. AES Corp.: The Rebound Played Out, The Proof Still Pending AES Corp.: Why The Stock Is Worth $30, With Or Without A Takeover Seeking Alpha’s Quant Rating on AES Corp.

Beam Therapeutics press release ( BEAM ): Q4 GAAP EPS of $2.33. Revenue of $114.1M (+279.4% Y/Y). Beam expects that its cash, cash equivalents and marketable securities as of December 31, 2025, combined with the anticipated $200 million minimum drawdown from the Sixth Street facility, will enable the company to cover its anticipated operating expenses and capital expenditure requirements into mid-2029, funding the company through the anticipated launch of risto-cel in SCD, execution of the BEAM-302 pivotal development plan in AATD, and clinical proof of concept for BEAM-304 in PKU. More on Beam Therapeutics Beam Therapeutics Inc. (BEAM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Beam Therapeutics: Pivoting From Platform To Execution Stage Beam Therapeutics: Strong Buy On BEAM-101 Progress And In Vivo LNP Shots On Goal Beam Therapeutics shares jump on progress in precision genetic medicines and 2026 strategic plans Biggest stock movers Monday: Credit card firms, SNCY, BEAM and more

Film-maker Jonte Richardson cites ‘harm inflicted on both the black and disabled communities’, while New Black Film Collective and MP Dawn Butler criticise BBC’s failure to edit Peter Bradshaw: the dust has not yet settled on the Baftas N-word row. This is why A black British film-maker has said he will step down as a Bafta judge over the organisation’s handling of the incident during Sunday’s ceremony during which a Tourette syndrome campaigner shouted a racial slur while two black actors were on stage. Sinners stars Delroy Lindo and Michael B Jordan were presenting the award for special visual effects when John Davidson, whose life story was adapted into the acclaimed film I Swear , shouted the N-word from the stalls. The actors continued with their presenting duties but appeared shocked. Continue reading...

Fitch Ratings sees an “inherent risk” of default by Gabon as uncertainty persists over whether the oil-producing nation will formally ask the International Monetary Fund for a program. “Its not clear at all yet if we are going to see an IMF program,” Jose Mantero, an associate director at Fitch, said in a webinar hosted by the rating company on Tuesday. “The dollar-denominated bonds really were bolstered by these signs that an IMF program could be forthcoming when the authorities published a statement to that effect, but the reality is that a formal request has still not been submitted.” An IMF delegation is due to visit Gabon from Wednesday. In January, Gabon’s authorities indicated their interest in a program, but the fund has “not yet received a formal request,” according to an IMF spokesperson. Fitch downgraded Gabon’s long-term foreign-currency rating to CCC- in December, citing a heavy debt burden and limited domestic financing under an unsustainable fiscal policy. Read: Gabon’s Dollar Bonds Come Under Pressure Ahead of IMF Visit Worsening the outlook for Gabon is the decline in demand for its debt from the regional market, which is narrowing its sources of funding, Mantero said. An IMF program that provides “a clear path” toward narrowing deficits will open up additional sources of financing and perhaps re-establish Gabon’s external market access, he added. “The pressures on the credit are going to remain quite significant until that happens,” he said. Gabon’s sovereign risk premium has jumped sharply this month, reaching 857 basis points and edging closer to the 1,000 threshold that indicates distress, according to a JPMorgan Chase & Co. index . The country’s dollar bonds are the worst performers across emerging markets this month, handing investors losses of 1.32%, according to the Bloomberg EM USD Sovereign Index . The country’s 2031 dollar bonds fell for a second session on Tuesday, slipping 0.16 cents on the dollar to trade at 83.32 cents as of 10:48 a.m...

Raymond James believes that a planned business separation should help unlock value for shares of Genuine Parts Company . The bank double upgraded the automotive parts distributor to a strong buy rating from market perform. Analyst Sam Darkatsh also implemented a price target of $145, which offers upside of about 25%. The analyst thinks the underperformance has resulted in an attractive risk-reward ratio and that the stock "trades well below implied fair value." GPC 1Y mountain GPC 1Y chart "GPC is undergoing a strategic transformation via the separation of its automotive (NAPA) and industrial (Motion Industries), which operationally run mostly independently of each other," he wrote. "GPC shares are off ~20% since the 4Q print despite announcing the separation of its Auto and Industrial businesses. We now view the setup as constructively asymmetric based on conservative sum-of-the-parts math." Darkatsh applauded the company's "clear timeline to value creation," with this separation due for completion by the first quarter of 2027. Another tailwind, he added, is that investor days will be scheduled for both businesses in the second half of 2026, which should help with valuation. The analyst acknowledged that near-term sentiment might be challenged by a potential rotation out by dividend-driven investors and weak automobile demand. However, he noted that industrial data has improved of late. "Near-term sentiment may be pressured by a soft automotive end-market, but we believe investors will better realize GPC's value as the targeted completion of the separation approaches (1Q27)," he added. Shares of Genuine Parts Company have slipped 5% over the past 12 months and 6% this year.