President Donald Trump opened up a new round of verbal attacks against the Supreme Court on Monday, just days after the high court struck down his sweeping tariff program. The situation was creating an uneasy environment for investors in U.S. assets.
President Donald Trump opened up a new round of verbal attacks against the Supreme Court on Monday, just days after the high court struck down his sweeping tariff program. The situation was creating an uneasy environment for investors in U.S. assets.
Meta Platforms (NASDAQ:META) seems to be in quite a strange spot in this AI race. On the one hand, the company is spending a fortune (between $115 billion and $135 billion) on CapEx to advance its AI efforts, just like its Mag Seven peers are, but, at the same time, Meta’s current consumer-facing AI offering, ... Meta’s AI Might Catch Up Faster Than You Think
Meta Platforms (NASDAQ:META) seems to be in quite a strange spot in this AI race. On the one hand, the company is spending a fortune (between $115 billion and $135 billion) on CapEx to advance its AI efforts, just like its Mag Seven peers are, but, at the same time, Meta’s current consumer-facing AI offering, ... Meta’s AI Might Catch Up Faster Than You Think
JHVEPhoto/iStock Editorial via Getty Images So far in 2026, an incredible shift is occurring in the tech sector. Momentum stocks that drove much of the software sector's gains since COVID have lost a dizzying amount of value. But at the same time, investors are beginning to re-rate many forgotten small- and mid-cap software companies that are beginning to show proof of AI innovation. RingCentral, ...
JHVEPhoto/iStock Editorial via Getty Images So far in 2026, an incredible shift is occurring in the tech sector. Momentum stocks that drove much of the software sector's gains since COVID have lost a dizzying amount of value. But at the same time, investors are beginning to re-rate many forgotten small- and mid-cap software companies that are beginning to show proof of AI innovation. RingCentral, Inc. ( RNG ), a contact center software company, is at the beginning of a massive re-rating rebound. The company just reported better-than-expected Q4 results as well as an above-consensus outlook for FY26. On top of this, the company just instituted its first-ever dividend, and while it's not significant at just a ~1% annual yield, it's a clear signal from the company that it expects its gusher of cash flow to continue. Shares of RingCentral shot up more than 30% after reporting Q4 results, shaking up years of choppy, flat trading. Data by YCharts I last wrote a "Buy" rating on RingCentral in January, when the stock was trading at $27 per share. Since then, RingCentral has been able to offer far more concrete proof that AI is a demand driver for its business. While we're not likely to see RingCentral become a true growth star again, it's clear that the company remains undervalued against its earnings power, which is proving to be a lot more durable than investors may have thought. I'm reiterating my "Buy" rating here. To me, these are the core reasons to be long on RingCentral: Vastly increased AI product attach rates. In 2025, 10% of RingCentral's ARR had at least one paid AI product attached as part of the bundle, more than doubling y/y. While nascent AI products are not yet a huge revenue driver for the company, they can help shake RingCentral's reputation as legacy software and help to maintain respectable mid-single-digit growth rates. AI products range from standard agentic AI customer service tools to analytical products that can glean insights from call recordings ...
NicoElNino/iStock via Getty Images AST SpaceMobile ( ASTS ) said Monday it won a $30M contract from the United States Space Development Agency for the Europa Track 2 Commercial Solutions program. Under the contract, AST will utilize its BlueBird satellite constellation to demonstrate resilient, low-latency tactical satellite communications directly between government end devices. The agreement is ...
NicoElNino/iStock via Getty Images AST SpaceMobile ( ASTS ) said Monday it won a $30M contract from the United States Space Development Agency for the Europa Track 2 Commercial Solutions program. Under the contract, AST will utilize its BlueBird satellite constellation to demonstrate resilient, low-latency tactical satellite communications directly between government end devices. The agreement is executed under the Hybrid Acquisition for proliferated Low-earth Orbit program, AST SpaceMobile said. "This award further solidifies AST SpaceMobile’s position as a trusted partner to the Department of War, demonstrating how commercial space innovation can be rapidly integrated into national security missions," the company said in a statement. Source: Press Release More on AST SpaceMobile AST SpaceMobile: Priced For Perfection AST SpaceMobile: The Story Is Exploding, But Don't Chase The Breakout Yet AST SpaceMobile's Reality Check Sphere Entertainment, EchoStar top communications services stocks in short interest; Atlanta Braves, IHS see the lowest exposure AST SpaceMobile prices repurchases of ~$300M convertible senior notes
Earnings Call Insights: Domino's Pizza, Inc. (DPZ) Q4 2025 Management View CEO Russell Weiner opened by challenging the narrative that the U.S. pizza category is in decline, stating, "There seems to be a narrative out there that pizza is a challenged and declining category. That is just not true...I am confident QSR pizza will continue to grow at this historical rate in 2026 and beyond." He emphas...
Earnings Call Insights: Domino's Pizza, Inc. (DPZ) Q4 2025 Management View CEO Russell Weiner opened by challenging the narrative that the U.S. pizza category is in decline, stating, "There seems to be a narrative out there that pizza is a challenged and declining category. That is just not true...I am confident QSR pizza will continue to grow at this historical rate in 2026 and beyond." He emphasized Domino’s ability to double U.S. retail sales over time, highlighting, "I believe that Domino's can double our retail sales from where they are today, double." Weiner detailed the company’s 2025 success: "We grew both our carryout and delivery businesses again this year in the U.S., proving that our strategy and tactics are effective and producing best-in-class results." He noted U.S. net store openings of 172 and a same-store sales increase of 3%, contributing to another point of market share gain. Product innovation was spotlighted, with Parmesan Stuffed Crust and the Best Deal Ever promotion cited as key drivers of order growth and franchisee profitability. Weiner explained, "Best Deal Ever drove franchisee profitability. The scale of our media and purchasing power enables us to drive the volume it takes to make a promotion like this profitable for our franchisees." Weiner cited continued international growth, with China and India opening almost 600 net stores combined, and recognized the appointment of Andrew Gregory as CEO of Domino’s Pizza Enterprises (DPE) as a strategic move to address challenges in that segment. CFO Sandeep Reddy stated, "Income from operations increased 7.3% in Q4, excluding the impact of foreign currency. This increase was primarily due to higher U.S. franchise royalties and fees and gross margin dollar growth within supply chain." Outlook Domino’s expects global retail sales growth of approximately 6% in 2026, excluding the impact of the 53rd week. U.S. same-store sales are projected to rise 3% in 2026, with comps anticipated to be higher in...
Disgraced UK Ambassador Peter Mandelson Arrested Weeks After Resigning Over Epstein Former UK cabinet minister and Ambassador to the United States, Peter Mandelson, has been arrested just weeks after resigning over revelations that he gave Jeffrey Epstein advance notice of a €500bn bailout to save the Euro. Mandelson was arrested at an address in Camden on Monday and taken to a London police stati...
Disgraced UK Ambassador Peter Mandelson Arrested Weeks After Resigning Over Epstein Former UK cabinet minister and Ambassador to the United States, Peter Mandelson, has been arrested just weeks after resigning over revelations that he gave Jeffrey Epstein advance notice of a €500bn bailout to save the Euro. Mandelson was arrested at an address in Camden on Monday and taken to a London police station for an interview in connection with 'misconduct in public office.' BREAKING: Peter Mandelson has been arrested on suspicion of misconduct in public office, the Metropolitan Police has said https://t.co/CAU6JMk4vg 📺 Sky 501, Virgin 602, Freeview 233 and YouTube pic.twitter.com/Hgl7kPXEpa — Sky News (@SkyNews) February 23, 2026 The arrest follows search warrants at two addresses in Wiltshire and Camden, and comes four days after Andrew Mountbatten-Windsor, formerly known as Prince Andrew, was arrested early Thursday morning on suspicion of misconduct in public office, amid allegations he shared confidential government trade documents with Epstein as well. As we noted earlier this month; Documents released by the U.S. Department of Justice as part of the so-called Epstein files appear to show that Mandelson, then business secretary in the Labour government of Prime Minister Gordon Brown, forwarded confidential policy discussions and draft plans to the disgraced financier while the government was grappling with the collapse of global credit markets. As the Guardian notes, emails forwarded to Epstein from the very top of the UK government include: A confidential UK government document outlining £20bn in asset sales. Mandelson claiming he was “trying hard” to change government policy on bankers’ bonuses. An imminent bailout package for the euro the day before it was announced in 2010. A suggestion that the JPMorgan boss “mildly threaten” the chancellor. Epstein asked Mandelson to confirm a €500bn bailout – which the then business secretary said would be announced that evening....