Nvidia is close to finalizing a $30 billion investment into OpenAI that will replace the long-term $100 billion commitment agreed upon by the companies last year, as part of a new funding round for the AI start-up, Financial Times reported on Thursday, citing sources. Reuters could not immediately verify the report.
Nvidia is close to finalizing a $30 billion investment into OpenAI that will replace the long-term $100 billion commitment agreed upon by the companies last year, as part of a new funding round for the AI start-up, Financial Times reported on Thursday, citing sources. Reuters could not immediately verify the report.
On February 17, 2026, Seldon Capital disclosed a new position in Victoria's Secret & Co. (NYSE:VSCO) , acquiring 155,950 shares in the fourth quarter—an estimated $8.45 million trade. According to an SEC filing dated February 17, 2026, Seldon Capital LP reported acquiring 155,950 shares of Victoria's Secret & Co. during the fourth quarter. At quarter-end, the new position was valued at $8.45 milli...
On February 17, 2026, Seldon Capital disclosed a new position in Victoria's Secret & Co. (NYSE:VSCO) , acquiring 155,950 shares in the fourth quarter—an estimated $8.45 million trade. According to an SEC filing dated February 17, 2026, Seldon Capital LP reported acquiring 155,950 shares of Victoria's Secret & Co. during the fourth quarter. At quarter-end, the new position was valued at $8.45 million. Victoria's Secret & Co. is a leading specialty retailer in the women's apparel and beauty sector, operating at scale with a global footprint and a diverse product portfolio. The company leverages its iconic brand recognition and expansive retail network to drive sales and maintain customer loyalty. Strategic investments in digital channels and product innovation support its competitive positioning in the evolving consumer landscape. Continue reading
STEINHAUSEN, Switzerland, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) today reported financial results for the fourth quarter and full year of 2025. The Company will hold a conference call and webcast at 9 a.m. EST, 3 p.m. CET, on Friday, February 20, 2026, to discuss the results, with participation details included in this release. In addition, supplemental slides have been post...
STEINHAUSEN, Switzerland, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) today reported financial results for the fourth quarter and full year of 2025. The Company will hold a conference call and webcast at 9 a.m. EST, 3 p.m. CET, on Friday, February 20, 2026, to discuss the results, with participation details included in this release. In addition, supplemental slides have been posted to the Investors section of the Company’s website at www.deepwater.com .
phongphan5922/iStock via Getty Images The following segment was excerpted from the Baron Focused Growth Fund ( BFGFX ) Q4 2025 Shareholder Letter. Aside from two of our private investments, SpaceX and xAI successfully completing capital raises at valuations significantly higher than previous marks, performance in the fourth quarter was led by our exposure to consumer-focused investments as the con...
phongphan5922/iStock via Getty Images The following segment was excerpted from the Baron Focused Growth Fund ( BFGFX ) Q4 2025 Shareholder Letter. Aside from two of our private investments, SpaceX and xAI successfully completing capital raises at valuations significantly higher than previous marks, performance in the fourth quarter was led by our exposure to consumer-focused investments as the consumer remains resilient despite macro worries. These gains were partially offset by continued concerns about the introduction of AI into the economy and those businesses that could be impacted most from the new competition. These included our subscription-based software and platform investments such as Spotify Technology S.A. ( SPOT ), CoStar Group, Inc. ( CSGP ), and Guidewire Software, Inc. ( GWRE ) However, while the increased competition hurt the valuation of these stocks in the quarter, it has not impacted financials, and these companies continue to generate strong revenue growth and margins in line with company and investor expectations. Shares of FIGS increased 69.8% in the fourth quarter and added 161 bps to performance. The company continues to generate strong results, and revenue has recently accelerated from investments made over the past year. This is despite making a conscious decision to pull back on promotions. The company is now seeing more normal purchasing and replenishment trends while also benefitting from specific initiatives around product and marketing that are resonating with its customers. FIGS is also seeing better efficiencies out of its new fulfillment center that are resulting in strong margin improvement as well. We continue to believe FIGS can take share in the attractive $80 billion global health care apparel industry. Health care remains one of the fastest growing employment industries in the U.S. and FIGS benefits from being a need-based replenishment item. The company is well positioned to take share in the industry through its premium, hi...
Explore the exciting world of Dream Finders Homes (NYSE: DFH) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the pr
Explore the exciting world of Dream Finders Homes (NYSE: DFH) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the pr
If there's one thing that's undoubtedly true over the past decade, it's that technology stocks have been blistering hot. But you don't have to buy them to see big gains.
If there's one thing that's undoubtedly true over the past decade, it's that technology stocks have been blistering hot. But you don't have to buy them to see big gains.
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here's what CNBC TV's producers were watching as the Dow Industrials fell more than 260 points, and what's on the radar for the next session. Defense and defense-related stocks hit new highs GE Aerospace is at an all-time hig...
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here's what CNBC TV's producers were watching as the Dow Industrials fell more than 260 points, and what's on the radar for the next session. Defense and defense-related stocks hit new highs GE Aerospace is at an all-time high. The stock is up 9% in February. Huntington Ingalls is at an all-time high. The stock is up 9% in a week. Lockheed Martin is at an all-time high. Shares are up 14% in a month. Northrop Grumman is at an all-time high. The stock is up almost 30% in 2026. RTX is at an all-time high. Shares are up 12% in 2026. CNBC TV's Morgan Brennan covers the sector. She'll have the latest on these stocks, as well as a great explainer on the buildup of American forces near Iran and details on Iran's arsenal Friday on " Worldwide Exchange " at 5 a.m. ET. LMT 1M mountain Lockheed Martin in the past month Oil and natural gas — the commodities West Texas Intermediate crude oil futures are up around 16% so far this year. Brent crude futures are up about 18% so far this year. Natural gas futures are now down nearly 19% in 2026. Energy stocks APA Corp is at an 18-month high. The stock is up 8% in a week and up about 19% in 2026. Baker Hughes is at a nine-year high. The stock is up 37% in 2026. ConocoPhillips is at 14-month high. The stock is up 19% so far this year. Chevron is at a 40-month high. Shares are up 21% so far this year. Devon Energy is at an 18-month high. The stock is up 21% year to date. Diamondback Energy is at a 13-month high. The stock is up 16% year to date. Halliburton is at a 20-month high. Shares are up 25% this year. Kinder Morgan is at a 16-month high. The stock is up 18% year to date. Targa Resources is at an all-time high. Shares are up 21.5% in 2026. Thanks very much to CNBC data guru Chris Hayes for being on top of the energy stocks. BKR YTD mountain Baker Hughes in 202...
On February 17, 2026, Seldon Capital disclosed in an SEC filing that it sold 183,242 shares of ACM Research (NASDAQ:ACMR) , an estimated $6.83 million transaction based on quarterly average pricing. According to a February 17, 2026, SEC filing , Seldon Capital sold 183,242 shares of ACM Research (NASDAQ:ACMR) during the fourth quarter. The estimated value of this sale is $6.83 million, calculated ...
On February 17, 2026, Seldon Capital disclosed in an SEC filing that it sold 183,242 shares of ACM Research (NASDAQ:ACMR) , an estimated $6.83 million transaction based on quarterly average pricing. According to a February 17, 2026, SEC filing , Seldon Capital sold 183,242 shares of ACM Research (NASDAQ:ACMR) during the fourth quarter. The estimated value of this sale is $6.83 million, calculated using the average closing price for the period. The fund’s quarter-end holding was 10,000 shares, with the position’s value decreasing by $7.17 million over the reporting period due to both stock sales and market price changes. ACM Research is a technology company specializing in semiconductor process equipment, with a focus on wet cleaning and plating systems that enable higher yields and advanced chip manufacturing. The company leverages proprietary technologies, such as space alternated phase shift and Tahoe technology, to deliver differentiated solutions for leading-edge wafer fabrication. Its global customer base and innovation-driven approach position it as a key supplier in the competitive semiconductor equipment sector. Continue reading
Disaster On The Potomac: What Role DEI Played In America's Worst Sewage Spill Via American Greatness, More than 240 million gallons of raw sewage has spilled into the Potomac River since a pipe burst last month, and the lackluster response of the DC Water Board is raising questions about the competency of those in charge. Dr. Unique Morris-Hughes was appointed as Chair of the DC Water Board by the...
Disaster On The Potomac: What Role DEI Played In America's Worst Sewage Spill Via American Greatness, More than 240 million gallons of raw sewage has spilled into the Potomac River since a pipe burst last month, and the lackluster response of the DC Water Board is raising questions about the competency of those in charge. Dr. Unique Morris-Hughes was appointed as Chair of the DC Water Board by the Democratic Mayor of Washington D.C. Muriel Bowser, despite lacking expertise in wastewater management or engineering. Though Morris-Hughes has an extensive background in administering federally-funded workforce programs, that experience has done little to mitigate the effects of what may be the largest sewage spill in U.S. history. The spill took place on Jan. 19 when a 72-inch-wide pipe, called the Potomac Interceptor, collapsed in Montgomery County, Md., about five miles upstream of Washington. According to the NY Times , the spill flowed into the Potomac for roughly a week before DC Water, which owns and operates the line, was able to divert the flow of sewage into another section of pipe downstream. Local officials report that drinking water has remained unaffected but higher levels of E. coli and Staphylococcus aureus, the bacteria that causes Staph infections, as well as antibiotic-resistant MRSA, could make the river unsafe for boating, fishing and other forms of recreation. The Chair of @dcwater board isn’t an engineer, or city planner Dr. Unique N. Morris-Hughes is a DEI bureaucrat, non profit “educator”, grant disperser of taxpayer money, & former asst head of a boys charter school She’s now head of the largest raw sewage spill in US history https://t.co/q443ILBfHk pic.twitter.com/Ak4nkE7TWB — NOVA Campaigns (@NoVA_Campaigns) February 18, 2026 The spill also has prompted partisan conflict as federal and state officials have sought to assign blame for the disaster to their political opponents. President Trump, on social media, posted, “This is a Radical Left cause...