Broadcom (NasdaqGS:AVGO) has launched BroadPeak, a next generation radio digital front end chip designed for 5G Advanced networks and future 6G infrastructure. The BroadPeak system on chip targets massive MIMO cell towers, aiming to improve power efficiency and widen usable frequency ranges. This new product is intended to support emerging AI driven wireless applications and future mobile network ...
Broadcom (NasdaqGS:AVGO) has launched BroadPeak, a next generation radio digital front end chip designed for 5G Advanced networks and future 6G infrastructure. The BroadPeak system on chip targets massive MIMO cell towers, aiming to improve power efficiency and widen usable frequency ranges. This new product is intended to support emerging AI driven wireless applications and future mobile network requirements. For investors watching NasdaqGS:AVGO, BroadPeak arrives with the shares at about...
Hedge funds’ net sales of global stocks reached the fastest pace since the tariff meltdown of early April 2025, according to traders on Goldman Sachs Group Inc.’s Prime Services Desk. Net selling in the week through Feb. 19 was so strong that it registered a negative 1.4 standard deviation from typical levels, the Goldman traders said. Overall trading activity continued a recent increase, driven b...
Hedge funds’ net sales of global stocks reached the fastest pace since the tariff meltdown of early April 2025, according to traders on Goldman Sachs Group Inc.’s Prime Services Desk. Net selling in the week through Feb. 19 was so strong that it registered a negative 1.4 standard deviation from typical levels, the Goldman traders said. Overall trading activity continued a recent increase, driven by short sales, they said in a client note. While these figures precede the latest trade tariff turmoil, the selling underscores doubts among some investors that gains in stocks linked to economic growth can be sustained. Mixed readings on the economy and concerns about disruption from new artificial intelligence applications have shaken bullish market sentiment, with the S&P 500 also on course for its worst monthly performance since last April. “All major regions were net sold, led by North America and Europe,” the Goldman team said. “Single stocks and macro products were both net sold and made up 58% and 42% of the total notional net selling, respectively, both led by short sales.” European stocks experienced the fastest selling in five months, driven by a reduction in long exposure, the traders said. At the sector level, seven of 11 global industry groups were net sold, led by financials, which also came in for the largest net disposals since last April. Meanwhile, energy, health care and staples were the most net-bought sectors. Hedge fund performance for the early part of 2026 remains solid, despite choppy markets that included the worst single-day drop for three major fund strategies since the Covid pandemic. The Goldman team flagged in a note last week that US funds were reducing exposure at a rapid pace . Hedge funds had piled into short positions on US stocks earlier in the month.
Prediction markets are losing their way, according to Ethereum co-founder Vitalik Buterin. The platforms initially conceived as arbiters of truth are on the fast lane to becoming "corposlop," Buterin said on Feb. 14 on X. Buterin previously defined corposlop as...
Prediction markets are losing their way, according to Ethereum co-founder Vitalik Buterin. The platforms initially conceived as arbiters of truth are on the fast lane to becoming "corposlop," Buterin said on Feb. 14 on X. Buterin previously defined corposlop as...
frankpeters Paramount Skydance ( PSKY ) is expected to likely offer Warner Bros. Discovery $32 per share to buy the HBO parent, according to a report by Variety on Monday. Paramount's seven-day deadline for a "best and final" offer for Warner Bros. expires at 11:59 p.m. ET on Feb. 23. Netflix ( NFLX ) co-CEO Ted Sarandos, in an interview with Variety's Cynthia Littleton on Friday, did not say how ...
frankpeters Paramount Skydance ( PSKY ) is expected to likely offer Warner Bros. Discovery $32 per share to buy the HBO parent, according to a report by Variety on Monday. Paramount's seven-day deadline for a "best and final" offer for Warner Bros. expires at 11:59 p.m. ET on Feb. 23. Netflix ( NFLX ) co-CEO Ted Sarandos, in an interview with Variety's Cynthia Littleton on Friday, did not say how the company would respond to a higher offer from Paramount. However, Sarandos did say that Netflix has a “rich history” of being “willing to walk away and let someone else overpay for things.” Developing story. . . More on Paramount Skydance Corporation, Warner Bros. Discovery Netflix And Warner Bros. Discovery Discover A New Path Forward Warner Bros. Discovery: Time To Consider An Exit Strategy (Rating Downgrade) The Warner Bros. Discovery Arbitrage Trades Trump pressures Netflix over Susan Rice as Warner deal faces regulatory scrutiny Paramount’s bid for Warner Bros. clears U.S. antitrust waiting period
A tanker carrying diesel from India has moored in Europe’s largest port, a notable arrival after some traders had expressed caution about falling foul of new sanctions on buying fuel made from Russian crude. The Proteus Bohemia , carrying about 100,000 tons of diesel, entered the port of Rotterdam on Monday, according to a port report and ship-tracking data compiled by Bloomberg. It’s the first pe...
A tanker carrying diesel from India has moored in Europe’s largest port, a notable arrival after some traders had expressed caution about falling foul of new sanctions on buying fuel made from Russian crude. The Proteus Bohemia , carrying about 100,000 tons of diesel, entered the port of Rotterdam on Monday, according to a port report and ship-tracking data compiled by Bloomberg. It’s the first petroleum fuel cargo from India to arrive in the key Amsterdam-Rotterdam-Antwerp oil-trading hub since the European Union imposed sanctions on imports made from Russian crude. The vessel doesn’t appear to have yet discharged, ship-tracking data show. While some middlemen had said that a caution-first approach is being taken toward any supplies that could breach sanctions that kicked in on Jan. 21, the Proteus Bohemia’s arrival suggests at least a degree of confidence in bringing in barrels from India — historically a major user of Russian crude. The appetite to import Indian fuel matters because the nation was the third-largest supplier of seaborne diesel and jet fuel cargoes to the EU last year. The tanker loaded in mid-January at the Indian port of Sikka, which is used to export fuels produced at Reliance Industries Ltd. ’s enormous Jamnagar facility, Vortexa data show. The vessel is chartered by Reliance and reached northwest Europe by sailing around Africa’s Cape of Good Hope, according to Vortexa. Reliance didn’t reply to an email seeking comments on Monday. The sanctions are an attempt to prevent Russian hydrocarbons coming into the bloc through the “ back door .” Official EU guidance advises operators to be particularly cautious about shipments from India, Turkey and China, given those nations’ imports of Russian crude since Moscow’s war with Ukraine began. Although EU rules ban imports of petroleum products made using Russian crude, a refinery can process Russian oil and send fuel to the bloc, as long as the product comes from a “non-Russian oil” production line, acco...
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan, says President Donald Trump’s threat of using trade licenses to charge foreign countries after the Supreme Court struck down his global tariffs is “just reinforcing policy uncertainty” for markets. (Source: Bloomberg)
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan, says President Donald Trump’s threat of using trade licenses to charge foreign countries after the Supreme Court struck down his global tariffs is “just reinforcing policy uncertainty” for markets. (Source: Bloomberg)
(RTTNews) - Veris Residential, Inc. (VRE), a real estate investment trust, said on Monday that it has inked a merger deal to be acquired by an investor consortium led by Affinius Capital in partnership with Vista Hill Partners for $19 per share in cash, or $3.4 billion.
(RTTNews) - Veris Residential, Inc. (VRE), a real estate investment trust, said on Monday that it has inked a merger deal to be acquired by an investor consortium led by Affinius Capital in partnership with Vista Hill Partners for $19 per share in cash, or $3.4 billion.
Lincoln Educational Services press release ( LINC ): Q4 GAAP EPS of $0.40 beats by $0.06 . Revenue of $142.9M (+19.7% Y/Y) beats by $11.28M . Adjusted EBITDA of $29.1 million, increased by $9.9 million, or 51.2% Net cash flow from operations of $43.5 million, compared to $30.3 million last year Student starts grew by 15.7% excluding the Transitional segment Student population rose by 14.9% excludi...
Lincoln Educational Services press release ( LINC ): Q4 GAAP EPS of $0.40 beats by $0.06 . Revenue of $142.9M (+19.7% Y/Y) beats by $11.28M . Adjusted EBITDA of $29.1 million, increased by $9.9 million, or 51.2% Net cash flow from operations of $43.5 million, compared to $30.3 million last year Student starts grew by 15.7% excluding the Transitional segment Student population rose by 14.9% excluding the Transitional segment. FULL YEAR 2026 OUTLOOK The Company ended 2025 in a position of strength with significant liquidity to fund expansion plans. Lincoln will begin 2026 with over 17,000 students, an increase of nearly 15% over 2025. Lincoln is well positioned to achieve another year of strong growth in key financial metrics, as reflected in the following outlook for 2026: FY 2025 2026 Guidance Year-Over-Year (In millions, except for student starts) Actuals Low High growth 2 Revenue $518.2 $580 - $590 vs. consensus of $554.90M 13 % Adjusted EBITDA 1 $57.1 $72 - $76 30 % Net income $20.0 $20 - $23 8 % Diluted EPS $0.64 $0.64 - $0.74 vs. consensus of $0.76 8 % Capital expenditures $88.0 $70 - $75 -18 % Student starts 20,906 8% - 13% Click to enlarge More on Lincoln Educational Services Lincoln Educational Services: Future Growth Offers Promise Seeking Alpha’s Quant Rating on Lincoln Educational Services Historical earnings data for Lincoln Educational Services Financial information for Lincoln Educational Services
German Chancellor Friedrich Merz, who heads to Beijing this week, had warned last year in relation to China that economic dependencies make Germany “susceptible to blackmail”. As chancellor, he confronts an export model under strain, a deteriorating transatlantic environment and the fiscal reality that moral posturing does not sustain an industrial economy. Merz has never been shy about stating wh...
German Chancellor Friedrich Merz, who heads to Beijing this week, had warned last year in relation to China that economic dependencies make Germany “susceptible to blackmail”. As chancellor, he confronts an export model under strain, a deteriorating transatlantic environment and the fiscal reality that moral posturing does not sustain an industrial economy. Merz has never been shy about stating where he stands. As chairman of the non-profit Atlantik-Brucke from 2009 to 2019, he boosted the view...
Boy Wirat/iStock via Getty Images Alphabet stock: FQ4 earnings recap I last covered Alphabet (NASDAQ: GOOG ) (NASDAQ: GOOGL ) on Jan 16, 2026, with an article titled "Alphabet: Why I Agree With Wall Street This Time." The article was triggered by the sentiment changes from Wall Street and rated the stock as a buy. Since then, there have been a few new catalysts surrounding this AI frontrunner. The...
Boy Wirat/iStock via Getty Images Alphabet stock: FQ4 earnings recap I last covered Alphabet (NASDAQ: GOOG ) (NASDAQ: GOOGL ) on Jan 16, 2026, with an article titled "Alphabet: Why I Agree With Wall Street This Time." The article was triggered by the sentiment changes from Wall Street and rated the stock as a buy. Since then, there have been a few new catalysts surrounding this AI frontrunner. The remainder of this article will focus on the top 3 as I see: the updates provided in its FQ4 earnings report (ER), the company’s updated capital allocation plan, and also the potential IPO of SpaceX ( SPACE ). Examination of these developments has updated my understanding of the company’s long-term moat. In particular, I will argue that the market’s concerns about its surge in AI CAPEX budget for 2026 are short-sighted. These developments have led me to see that Alphabet’s balance sheet is treated by investors as a sovereign-like entity. A good sovereign entity, I might add, with the hallmark of being able to borrow a ton but not really needing to. Let me start with a brief recap of the FQ4 ER. The basic information is recapped in the snapshot below. As seen, GOOGL delivered another double-beating quarter. Although, in its ER, Google announced an upward CAPEX revision between $175 billion and $185 billion, almost doubling its 2025 budget (with a YOY increase rate of about 97% to be more precise). Judging by the share price movements in the open market after the ER, such a surge raised investors’ concern about the CAPEX sustainability and return potential. I will next explain why I am not concerned. I am optimistic that, despite such a surge, GOOG has the capital flexibility and cash generation to maintain an elevated annual capital expenditure budget without diluting shareholders or exhausting its cash reserves. Seeking Alpha GOOG stock is treated like a sovereign-like entity Moving on to the next development catalyzed this GOOG follow-up: its recent activities on the capit...
ImmunityBio press release ( IBRX ): Q1 GAAP EPS of -$0.06. Revenue of $38.2M. 2025 Financial Highlights Metric 2025 YoY Change Full-Year Net Product Revenue $113M ~700% Unit Sales Volume 3,745 ~750% Q4 2025 Net Product Revenue $38.3M 431% Click to enlarge Cash and Marketable Securities Position As of December 31, 2025, the Company had consolidated cash, cash equivalents, and marketable securities ...
ImmunityBio press release ( IBRX ): Q1 GAAP EPS of -$0.06. Revenue of $38.2M. 2025 Financial Highlights Metric 2025 YoY Change Full-Year Net Product Revenue $113M ~700% Unit Sales Volume 3,745 ~750% Q4 2025 Net Product Revenue $38.3M 431% Click to enlarge Cash and Marketable Securities Position As of December 31, 2025, the Company had consolidated cash, cash equivalents, and marketable securities of $242.8 million. More on ImmunityBio ImmunityBio: The Story Surrounding Anktiva So Far ImmunityBio: Making Strides, But Beware The Hype (Rating Downgrade) ImmunityBio, Inc. (IBRX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript ImmunityBio forms Irish unit, distribution deal to improve Anktiva access in Europe ImmunityBio rises after EU approval of bladder cancer therapy
gonin Private equity's returns to investors declined for a fourth straight year as the industry is saddled with trillions of dollars of unsold assets and struggles to raise money for new funds, according to a recent report. Distributions, as a percentage of net asset value, have stayed under 15% for four straight years, according to a report by consulting firm Bain & Co. "With the average holding ...
gonin Private equity's returns to investors declined for a fourth straight year as the industry is saddled with trillions of dollars of unsold assets and struggles to raise money for new funds, according to a recent report. Distributions, as a percentage of net asset value, have stayed under 15% for four straight years, according to a report by consulting firm Bain & Co. "With the average holding period for assets at exit floating around seven years, the industry is still sitting on 32,000 unsold companies worth $3.8T," the report said. Many general partners appear to be holding onto investments longer, waiting longer for strategies to boost EBITDA. But that can backfire. Bain's analysis of returns from 15 years of buyout vintages (2000-'15) shows that the internal rate of return starts to stagnate at about year seven and declines after that. To be sure, deal and exit value made gains in 2025, "yet below the megadeal level, the recovery was uneven, and fundraising dragged in the face of the industry’s persistent liquidity issues," Bain said. Buyout value jumped 44% to $904B last year, and exit value climbed 47% to $717B, helped by a corporate M&A boom. The activity, though, was concentrated. Deal value benefited from 13 deals of $10B or more, accounting for 69% of the value growth in 2025. Overall, deal count dropped 6% Y/Y, the report said. Overall, global private capital raised stood at $1.3T, unchanged from 2024 and down from $1.6T in 2022. Meanwhile, fundraising plateaued in 2025 after three years of declines. "Asset classes like infrastructure (up 58% year over year) and secondaries (11%) provided spurts of growth," Bain said. "But buyout, the industry’s bread and butter, dropped 16%." Tailwinds from the 2008 financial crisis — low interest rates, steady increases in multiples, and easier access to investors — have faded. "The baseline now is higher rates, stubbornly high valuations, slower exits, and much choosier LPs (limited partners)," the report said. The ...
Blizzard warnings issued as some areas receive over a foot of snow, creating whiteout conditions Millions of people in New York City and a large swath of the north-eastern US were stuck at home under road travel bans and blizzard warnings on Monday as heavy snow and strong winds intensified, creating whiteout conditions in the densely populated region. Snow fell at a rate of 2-3in (5-7.6cm) an hou...
Blizzard warnings issued as some areas receive over a foot of snow, creating whiteout conditions Millions of people in New York City and a large swath of the north-eastern US were stuck at home under road travel bans and blizzard warnings on Monday as heavy snow and strong winds intensified, creating whiteout conditions in the densely populated region. Snow fell at a rate of 2-3in (5-7.6cm) an hour early on Monday from New York through Massachusetts. Some areas have received well over a foot (30cm) of snow since Sunday, along with wind gusts of over 30mph (48km/h) and low visibility. Continue reading...
Douglas Rissing/iStock via Getty Images Originally published on February 20, 2026 By Krzysztof Kamiński A sharp GDP slowdown: 1.4% instead of the expected 3% The end of 2025 proved clearly weaker for the U.S. economy than anticipated. Real GDP growth in Q4 fell to 1.4% at an annual rate, down from 4.4% in Q3. The deceleration is large enough that it’s hard to dismiss as mere “statistical noise,” e...
Douglas Rissing/iStock via Getty Images Originally published on February 20, 2026 By Krzysztof Kamiński A sharp GDP slowdown: 1.4% instead of the expected 3% The end of 2025 proved clearly weaker for the U.S. economy than anticipated. Real GDP growth in Q4 fell to 1.4% at an annual rate, down from 4.4% in Q3. The deceleration is large enough that it’s hard to dismiss as mere “statistical noise,” especially given that markets had been looking for a result closer to 3%. USA quarterly annualized GDP (Source: Trading Economics) What weakened growth in Q4 2025? Consumer spending growth slowed to 2.4% from 3.5% in Q3. The weakness was most visible in goods purchases, which edged down slightly (-0.1%). Services - traditionally more resilient to the business cycle - grew more strongly (+3.4%), but not enough to offset softness in goods. Exports fell by 0.9% after an impressive surge in Q3 (+9.6%). Imports also declined (-1.3%), but the change was less dynamic than earlier, meaning foreign trade no longer provided the same support. The takeaway is straightforward: external demand stopped being a reliable leg of growth. An additional drag came from government consumption and public investment, which dropped by as much as 5.1% and - according to the data - subtracted roughly 0.9 percentage point from GDP growth. The cited cause is a government shutdown: a one-off factor, but one with a very real impact on the macro aggregates. What kept the economy afloat? On the positive side, investment moved to the forefront as a stabilizer. Intellectual property products rose the most (+7.4%), suggesting firms are still investing in development, technology and productivity. Equipment spending also increased (+3.2%). Structures remained in decline, but the contraction eased (-2.4% versus -5.0%), which is sometimes read as a sign of a “soft bottom” in that segment. Residential investment fell by 1.5% after a steep -7.1% drop previously. This is not a rebound yet, but it does suggest some of ...
US Intel Aided Mexican Special Forces In "El Mencho" Kill As Spillover Risks Rise The Sunday killing of Nemesio "El Mencho" Oseguera Cervantes, the leader of Jalisco New Generation Cartel (CJNG), by Mexican security forces unleashed coordinated cartel retaliation attacks , driving rapid instability across Guadalajara (Jalisco's capital) and spilling into high-traffic resort areas, including Puerto...
US Intel Aided Mexican Special Forces In "El Mencho" Kill As Spillover Risks Rise The Sunday killing of Nemesio "El Mencho" Oseguera Cervantes, the leader of Jalisco New Generation Cartel (CJNG), by Mexican security forces unleashed coordinated cartel retaliation attacks , driving rapid instability across Guadalajara (Jalisco's capital) and spilling into high-traffic resort areas, including Puerto Vallarta. CNN reported that the US provided intelligence support to Mexican Army Special Forces, aided by aircraft and the National Guard's Immediate Reaction Force, during the operation to capture Oseguera. The operation, however, devolved into a fierce firefight with CJNG operatives and El Mencho that ultimately resulted in his death. Almost immediately after El Mencho's death, Guadalajara, Mexico's third-largest city and the capital of Jalisco State, plunged into instant chaos as CJNG foot soldiers sparked narco-terrorism operations. NEW: 🇲🇽 Puerto Vallarta, is one of Mexico's top tourist destinations, welcoming a record-breaking 6.3 million visitors last year. Today, it's a war zone following the take out of the Mexican CJNG cartel leader Nemesio Oseguera Cervantes by the military, reportedly assisted by… pic.twitter.com/Ib7P6XzD8z — Megatron (@Megatron_ron) February 22, 2026 This violence spread into popular beach resort towns across Mexico, as gunmen torched retail shops, gas stations, and vehicles, and blockaded highways. 🚨Update: Fighting between Mexican military forces and Narco Terrorist Cartels after major Drug Overlord killed in joint operation with the United States. All Americans across Mexico are ordered to shelter in place. Major battles are being fought everywhere as Soldiers and Police… pic.twitter.com/nQySP7opgC — US Homeland Security News (@defense_civil25) February 22, 2026 The popular tourist town of Puerto Vallarta was partially set on fire as American visitors watched in horror. The US Embassy issued a "shelter in place" order for the region, and ai...