MONACO, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Costamare Inc. (“Costamare” or the “Company”) (NYSE: CMRE) today reported unaudited financial results for the fourth quarter and year ended December 31, 2025.
MONACO, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Costamare Inc. (“Costamare” or the “Company”) (NYSE: CMRE) today reported unaudited financial results for the fourth quarter and year ended December 31, 2025.
In this article ARM NVDA GOOGL META AMZN MSFT NOKIA-FI TSM Follow your favorite stocks CREATE FREE ACCOUNT The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. Hari Anggara | Nurphoto | Getty Images New York-listed shares of British semiconductor firm Arm ticked 1.4%...
In this article ARM NVDA GOOGL META AMZN MSFT NOKIA-FI TSM Follow your favorite stocks CREATE FREE ACCOUNT The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. Hari Anggara | Nurphoto | Getty Images New York-listed shares of British semiconductor firm Arm ticked 1.4% higher in premarket trading on Wednesday, after documents showed Nvidia sold its stake in the company it once wanted to buy. At the end of the third quarter, Nvidia held 1.1 million shares of Arm with a value of $155.8 million. The chip giant's filing to the SEC on Tuesday showed it had offloaded the stock. Nvidia had held shares in Arm since 2023, but wound down the size of its stake toward the end of 2024, according to past documents filed with the SEC. When Arm debuted on the Nasdaq in 2023, the company's Chief Financial Officer Jason Child told CNBC that Nvidia had been among a group of strategic investors that collectively purchased $735 million of Arm shares. Apple , Google , Samsung and TSMC were also part of that cohort. Arm Holdings CEO Rene Haas poses for a photo with members of leadership outside of the Nasdaq MarketSite on September 14, 2023 in New York City. Michael M. Santiago | Getty Images Nvidia's investment in the IPO came after its failed bid to buy the company outright for $40 billion, a deal that was initially agreed between Nvidia and Arm's then-owner SoftBank back in 2020. The acquisition ultimately fell through in 2022 following regulatory hurdles on both sides of the Atlantic. Arm — whose commercial partners include tech giants Meta , Google, Microsoft and Amazon — now has a market cap of around $135 billion, according to LSEG data. Shares of Nvidia were 2% higher in premarket trading, building on Tuesday's gains that saw the stock snap a two-day losing streak. Nvidia's exit from its stake in Arm does not spell the end of ties between the two compa...
Travel+Leisure press release ( TNL ): Q4 Non-GAAP EPS of $1.83 beats by $0.01 . Revenue of $1.03B (+5.7% Y/Y) beats by $30M . Net revenue of $1.03 billion. Gross VOI sales of $638 million, up 8% year-over-year, including 5% Tour growth and 2% Volume per guest ( VPG ) growth Outlook: Full Year 2026 Adjusted EBITDA expected to range from $1,030 million to $1,055 million, including the positive net i...
Travel+Leisure press release ( TNL ): Q4 Non-GAAP EPS of $1.83 beats by $0.01 . Revenue of $1.03B (+5.7% Y/Y) beats by $30M . Net revenue of $1.03 billion. Gross VOI sales of $638 million, up 8% year-over-year, including 5% Tour growth and 2% Volume per guest ( VPG ) growth Outlook: Full Year 2026 Adjusted EBITDA expected to range from $1,030 million to $1,055 million, including the positive net impact of the Resort Optimization Initiative The Company will recommend increasing first quarter 2026 dividend to $0.60 per share for approval by the Board of Directors The Company’s Board of Directors approved a new $750 million share repurchase authorization More on Travel+Leisure Travel + Leisure Co. (TNL) Travel + Leisure Co. Presents at Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 Transcript Travel + Leisure Co. (TNL) Travel + Leisure Co. Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript Travel+Leisure Q4 2025 Earnings Preview From Materials to Biotech: Mid-Caps that have stayed bullish the longest on Quant ratings Seeking Alpha’s Quant Rating on Travel+Leisure
HF Sinclair press release ( DINO ): Q4 Non-GAAP EPS of $1.20 beats by $0.75 . Revenue of $6.46B (-0.6% Y/Y) beats by $390M . Reported EBITDA of $235 million and Adjusted EBITDA of $564 million Returned $230 million to stockholders through dividends and share repurchases in the fourth quarter Announced regular quarterly dividend of $0.50 per share More on HF Sinclair HF Sinclair: A Good Quarter, Bu...
HF Sinclair press release ( DINO ): Q4 Non-GAAP EPS of $1.20 beats by $0.75 . Revenue of $6.46B (-0.6% Y/Y) beats by $390M . Reported EBITDA of $235 million and Adjusted EBITDA of $564 million Returned $230 million to stockholders through dividends and share repurchases in the fourth quarter Announced regular quarterly dividend of $0.50 per share More on HF Sinclair HF Sinclair: A Good Quarter, But Smaller Scale Makes Chasing Crack Spreads Risky HF Sinclair: Peak Cycle Might Be Here, But Shareholder Distributions Likely To Continue HF Sinclair Q4 2025 Earnings Preview Goldman sees further upside in the energy rally, flagging 10 buy-rated stocks Seeking Alpha’s Quant Rating on HF Sinclair
Alphabet Inc. unveiled several new initiatives to support its expansion in India, including new fiber-optic routes that will connect the country with the US and other locations in the Southern Hemisphere. Chief Executive Officer Sundar Pichai talked up the company’s efforts at a high-profile AI summit in New Delhi, where Prime Minister Narendra Modi is making the case that his country can lead in ...
Alphabet Inc. unveiled several new initiatives to support its expansion in India, including new fiber-optic routes that will connect the country with the US and other locations in the Southern Hemisphere. Chief Executive Officer Sundar Pichai talked up the company’s efforts at a high-profile AI summit in New Delhi, where Prime Minister Narendra Modi is making the case that his country can lead in artificial intelligence. Pichai is one of a long list of prominent CEOs supporting the effort. Google’s parent company said the latest push, the America-India Connect initiative, will deliver new fiber-optic lines to improve the speed and reliability of connectivity between India and other countries. The company has already been building subsea cables in the Pacific, Africa and around Australia . Alphabet’s Google said last year that it would invest about $15 billion building an AI infrastructure hub in southern India over the next five years, its biggest bet on the fast-growing country. The company is on a global spending blitz, saying earlier this month its capital expenditures would reach as much as $185 billion this year alone. “It’s an extraordinary moment; we’re investing to meet the moment,” Pichai said in Delhi, where he also met with Modi. Read More: Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis The company also announced a $30 million effort from its philanthropic arm, Google.org, to improve public services with AI, along with another $30 million to support researchers using AI for scientific breakthroughs. Google’s AI lab DeepMind is also establishing a new partnership with the Indian government and local institutions to expand the use of its frontier AI for Science models. Many of the leading US AI companies have been expanding in India, both to tap the country’s technical talent and to claim customers in the world’s biggest market. Anthropic PBC appointed former Microsoft Corp. executive Irina Ghose to lead its India operations in January. Googl...
Glencore Plc boss Gary Nagle said the world’s top miners must get bigger in order to make their voices heard, as the metals and commodities they produce become increasingly political. “As an industry we need to be more relevant. Relevance and size is important,” Chief Executive Officer Nagle said as the firm announced full-year results. “All the companies are a little bit irrelevant.” Nagle’s comm...
Glencore Plc boss Gary Nagle said the world’s top miners must get bigger in order to make their voices heard, as the metals and commodities they produce become increasingly political. “As an industry we need to be more relevant. Relevance and size is important,” Chief Executive Officer Nagle said as the firm announced full-year results. “All the companies are a little bit irrelevant.” Nagle’s comments come less than two weeks after talks between Rio Tinto Group and Glencore failed, ending for now a deal that would have created the world’s biggest miner. The negotiations collapsed after the two sides could not find common ground on how big a premium Rio should pay. Executives at the biggest mining companies, including BHP Group and Rio, have grown increasingly concerned that stagnant market valuations have left the industry increasingly on the sidelines when it comes to investors and politicians. Both have tried to buy smaller rivals in the past two years. No. 1 miner BHP was once one of the world’s most valuable companies, but today its $188 billion market value is dwarfed by the biggest tech firms. Nagle said it’s much harder for the mining industry to be heard in Washington, when compared with companies like Tesla Inc. and Nvidia Corp. “Being seen as a central player by this administration would be easier,” according to the CEO of Glencore, which has a market value of about $80 billion, less than a 50th the size of Nvidia. Metals and mining has become a political flashpoint in recent years as successive US administrations seek to wrest back some control from China, which dominates the processing and refining of most metals. While ending US reliance on China has long been a goal for Washington, it became more urgent last year after Beijing announced export restrictions on so-called rare earths. Earlier this month, President Donald Trump announced plans to launch a $12 billion critical minerals stockpile called Project Vault. Nagle said Wednesday that Glencore would...
Costco Wholesale Corporation ( COST ) created viral buzz this month with a shocking in-store-only drop of a Kirkland-branded Nike ( NKE ) shoe. While the shop drop has ended, resale prices on sneakerhead sites show that interest is still sky-high with prices over $600 for some transactions. The Nike SB Dunk Low x Kirkland Signature was a limited collaboration sneaker that was quietly released thro...
Costco Wholesale Corporation ( COST ) created viral buzz this month with a shocking in-store-only drop of a Kirkland-branded Nike ( NKE ) shoe. While the shop drop has ended, resale prices on sneakerhead sites show that interest is still sky-high with prices over $600 for some transactions. The Nike SB Dunk Low x Kirkland Signature was a limited collaboration sneaker that was quietly released through select Costco ( COST ) warehouses. The shoe line appeared without advance notice at a small number of warehouses in states including New York, Oregon, California, and Washington, and some additional locations as word spread. The $135 shoe was generally restricted to one pair per Costco ( COST ) member, reinforcing the sense of exclusivity and driving quick sell-through. StockX Designed on the Nike SB Dunk Low silhouette, the sneaker features a grey fleece or sweatshirt-style upper that mimics cozy Kirkland loungewear, with prominent Kirkland Signature branding on the heel and printed on the insoles. Additional details include a tongue label styled like a Costco price tag and insole graphics that reference Costco's ( COST ) famous $1.50 hot dog combo. Interestingly, reports indicate the shoe was popular with both Generation X for its retro vibe and Generation Z as a social media phenomenon. Neither Nike ( NKE ) nor Costco ( COST ) has publicly confirmed final production numbers, restock plans, or the full door list of where their shoes were sold. However, analysts see the collaboration potentially extending with more products. More on Costco Costco Wholesale Corporation (COST) Period Ending/ Trading Statement Call Prepared Remarks Transcript Costco: Strong Start To 2026 Likely Short-Lived Costco: Sell The New Year Rally Costco sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant Costco is giving startups a path to national rollouts
Guido Mieth Stock index futures were higher before the bell as Wall Street looked toward a positive open with technology stocks regaining momentum. Now, here are 5 news stories that broke overnight to watch out for: Critical minerals policy: The U.S. has developed a critical minerals price floor system that it is pitching to more than 50 countries as the Trump administration seeks to reduce depend...
Guido Mieth Stock index futures were higher before the bell as Wall Street looked toward a positive open with technology stocks regaining momentum. Now, here are 5 news stories that broke overnight to watch out for: Critical minerals policy: The U.S. has developed a critical minerals price floor system that it is pitching to more than 50 countries as the Trump administration seeks to reduce dependence on China for resources deemed critical to national security. Under Secretary of State for Economic Affairs Jacob Helberg said multiple U.S. agencies have developed the system and are having conversations with allies and partners about the initiative. Microsoft AI expansion: Microsoft ( MSFT ) plans to invest $50 billion by the end of the decade to expand AI access across countries in the Global South. The tech giant announced the commitment at the India AI Impact Summit, stating the funding will support wider adoption of artificial intelligence and address the growing divide in AI capabilities between developed and emerging economies. S&P 500 outlook : After briefly climbing above 7,000 earlier in 2026, the S&P 500 ( SP500 ) has retreated and is now hovering near 6,836. Prediction market Kalshi shows traders pricing a 66% chance of the index reaching 7,200 or higher, while 7,400 or above carries a 48% probability. Odds taper significantly for projections above 7,600. Meta legal challenge: Mark Zuckerberg will testify this week in a landmark trial alleging that Meta’s ( META ) social media platforms deliberately addict and harm children. The case was brought by a now 20-year-old woman, identified by the initials KGM, who claims early social media use worsened her depression and suicidal thoughts. Nvidia-Meta partnership : Nvidia ( NVDA ) announced a wide-ranging, multi-year partnership with Meta ( META ) that will see the social media company use several Nvidia products to boost its artificial intelligence infrastructure. Meta is increasing its usage of Nvidia’s Grace C...
Average Tax Refunds Jump By Nearly 11%, Early IRS Data Show Authored by Rob Sabo via The Epoch Times, The Internal Revenue Service is taking longer to process tax refunds than it did a year ago, but the average size of refund checks that have already been issued to taxpayers is up by nearly 11 percent from those received through the same period in 2025. Early individual taxpayer refunds are moving...
Average Tax Refunds Jump By Nearly 11%, Early IRS Data Show Authored by Rob Sabo via The Epoch Times, The Internal Revenue Service is taking longer to process tax refunds than it did a year ago, but the average size of refund checks that have already been issued to taxpayers is up by nearly 11 percent from those received through the same period in 2025. Early individual taxpayer refunds are moving sluggishly because of the PATH Act, which required the IRS to hold tax returns from filers who claimed the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC) until Feb. 15, the federal tax agency said in a statement on Feb. 13. Through Feb. 7, the IRS had received 22,351,000 tax returns, a 5.2 percent decline from 2025, when it had received 23,589,000. However, the IRS noted, that number does not include refunds that it has already received but were held back due to the PATH Act provisions. “It’s important to note this week’s refund numbers do not include millions of EITC and ACTC refunds to these taxpayers,” the IRS stated. Millions of taxpayers are expected to see an increase in their refunds in the 2026 tax season due to the One Big Beautiful Bill Act , which brought widespread changes in the tax code. Chief among the major provisions expected to benefit taxpayers is an increase to the standard deduction to $16,100 for individual filers and $32,200 for married couples who file a joint return. In addition, a new exemption of up to $12,500 ($25,000 if married and filing jointly) for qualified overtime pay, along with a deduction of up to $25,000 for income derived from tips, and a new $6,000 deduction for seniors ages 65 and older, could lead to significantly higher tax returns. Andrew Lautz, director of tax policy for the Bipartisan Policy Center, said in late January that the new provisions could complicate individual returns because companies may not have updated their reporting systems to help employees clearly understand and claim the new deduc...
DjelicS/iStock via Getty Images ZIM Integrated Shipping Services Ltd. ( ZIM ) is an Israeli-based maritime shipper that just announced an acquisition deal for $35 per share. The share price remains below $29 as I write this, and so we have a gap to evaluate and why the market might be discounting it. I will also give an overview of the options for ZIM at this moment. Summary of Previous Thesis Whe...
DjelicS/iStock via Getty Images ZIM Integrated Shipping Services Ltd. ( ZIM ) is an Israeli-based maritime shipper that just announced an acquisition deal for $35 per share. The share price remains below $29 as I write this, and so we have a gap to evaluate and why the market might be discounting it. I will also give an overview of the options for ZIM at this moment. Summary of Previous Thesis When I last wrote about ZIM in October , shares were trading under $14. A potential acquisition was still mostly rumor, with little said by the board of directors. I therefore focused on the fundamentals and considered a buyout as more of a secondary benefit. Screenshot from previous thesis (Seeking Alpha & Trading Economics) As shippers frequently pay their earnings to shareholders as dividends, ZIM's share price correlated very strongly with the Containerized Freight Index , which aggregates spot rates in maritime shipping. As rates had been lower than the peaks of 2021 and 2022 (caused by COVID-related supply chain disruptions), ZIM was lower, and I believe investors were getting a profitable shipper in its low cycle and concluded: Country-specific stocks might seem like plays to be made on the news, but ZIM remains a global shipper, with infrequent dividends that nevertheless pay richly when they yield. The possibility of a much higher exit as better offers are sought gives shareholders another way to realize upside. For those reasons, I maintain my Buy rating. Details of the Acquisition The counterparty that is acquiring ZIM is Hapag-Lloyd Aktiengesellschaft ( HPGLY ), another maritime shipper. Key details include: Enhanced capabilities with a large, modern fleet of over 400 vessels. FIMI's newly formed Israeli liner company, "New ZIM", with a fleet of 16 vessels and a focus on directly connecting Israel to major ports in the EU, US, Mediterranean Sea, and Black Sea, will have access to Hapag-Lloyd's Gemini network. Partnership with FIMI to assume Special State Share obli...
Asawin_Klabma/iStock via Getty Images By Mike Larson How much is too much when it comes to AI capex? That’s a question everyone on Wall Street has been asking. New survey data suggests worries are growing - big time! Take a look at my MoneyShow Chart of the Day, which shows data from the latest Bank of America Global Fund Manager Survey. The bank polls investment managers about various topics on a...
Asawin_Klabma/iStock via Getty Images By Mike Larson How much is too much when it comes to AI capex? That’s a question everyone on Wall Street has been asking. New survey data suggests worries are growing - big time! Take a look at my MoneyShow Chart of the Day, which shows data from the latest Bank of America Global Fund Manager Survey. The bank polls investment managers about various topics on a rolling basis. Those managers control enormous pools of capital - around $440 billion in assets under management (AUM) in the latest February survey. (Source: BofA Global Fund Manager Survey) You can see that a whopping 35% of respondents said companies are over-investing now. That’s the highest reading in two decades of data-keeping! Roughly one in four managers also cited an “AI Bubble” as the biggest tail risk for equity markets. Considering the amount of money being borrowed and spent on data centers, tech hardware, power grid infrastructure, and other equipment, the nervousness is understandable. Just five companies - Microsoft Corp. ( MSFT ), Alphabet Inc. ( GOOGL ), Amazon.com Inc. ( AMZN ), Meta Platforms Inc. ( META ), and Oracle Corp. ( ORCL ) - plan to spend as much as $690 billion on capex in 2026, according to The Futurum Group. That’s almost double the level of 2025. If you’re a tech stock investor or trader, you have to keep your eye on this. Tech stocks have been taking on water all year long, while other sectors have been picking up the performance torch. If you want to stay ahead of the markets, you may need to freshen up your own portfolio! Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors. Originally published on MoneyShow.com
Mohamad Faizal Bin Ramli/iStock via Getty Images By Shannon Rinehart, CFA | Matthew (Matt) G. Stephan | Christopher (Ty) T. Schoback States enter 2026 with some of the strongest balance sheets they have had in decades. Their financial position reflects years of sizable federal support delivered during and after the pandemic, strategic use of one‑time dollars, and disciplined reserve-building. But ...
Mohamad Faizal Bin Ramli/iStock via Getty Images By Shannon Rinehart, CFA | Matthew (Matt) G. Stephan | Christopher (Ty) T. Schoback States enter 2026 with some of the strongest balance sheets they have had in decades. Their financial position reflects years of sizable federal support delivered during and after the pandemic, strategic use of one‑time dollars, and disciplined reserve-building. But that stability sits alongside a new and growing challenge — the phased‑in federal funding reductions tied to the One Big Beautiful Bill Act (OBBBA). These cuts, which primarily affect Medicaid and Supplemental Nutrition Assistance Program (SNAP) benefits, will be a central political narrative heading into the 2026 midterms. For municipal investors, the key question is how states respond and whether it introduces meaningful risk to municipal credit quality. What OBBBA’s phased‑in cuts mean for state budgets OBBBA’s budget cuts are heavily back‑loaded, with the largest changes expected in Medicaid and SNAP — federal pass-through programs administered by states. Federal cuts will ramp up significantly beginning January 1, 2027. Because many state fiscal years run July 1–June 30, that timing hits only the second half of fiscal 2027. This timing was not accidental. The law deferred the most politically difficult provisions until after the 2026 midterms. States are kicking off fiscal year 2027 budget work now. Most governors and legislatures will finalize budgets by late May or June, which will provide clarity on how they plan to address the federal funding shift. Historically, states have responded to federal pullbacks in one of three ways: Pass the cuts through programmatically. Enrollment or services are reduced because states do not have the means to replace lost federal support. Use reserves or one‑time resources. While possible, it is generally limited — states avoid using reserves to sustain ongoing programs. Using reserves or raising taxes to maintain program benefits can...
Heroku, which was acquired by Salesforce (NYSE: CRM) in 2011, was one of the original platform-as-a-service providers. A PaaS platform like Heroku lets developers develop, deploy, and manage apps without having to fiddle with the underlying infrastructure. PaaS platforms are a dime a dozen today, but Heroku is still a major player. Gartner recently named Heroku a leader among cloud-native applicat...
Heroku, which was acquired by Salesforce (NYSE: CRM) in 2011, was one of the original platform-as-a-service providers. A PaaS platform like Heroku lets developers develop, deploy, and manage apps without having to fiddle with the underlying infrastructure. PaaS platforms are a dime a dozen today, but Heroku is still a major player. Gartner recently named Heroku a leader among cloud-native application platforms for 2025. Despite that leadership position, Salesforce is pivoting away from Heroku. In an announcement on Feb. 6, the company disclosed that Heroku would adopt a "sustaining engineering model." The platform will be actively supported, but there will be no new features, and new customers won't be eligible for Enterprise Account contracts. Heroku isn't exactly dead, but it may as well be. Any company running production applications, particularly mission-critical workloads, are almost certainly going to be heading to the exits eventually. Continue reading
Russia’s oil producers reduced the pace of drilling in 2025 to the lowest level in three years, dimming the outlook for output growth this year as Western sanctions and a strong ruble undercut revenue. Rigs drilled about 29,140 kilometers of production wells in the country last year, down 3.4% from 2024, according to industry data seen by Bloomberg News. After reaching record rates in the first mo...
Russia’s oil producers reduced the pace of drilling in 2025 to the lowest level in three years, dimming the outlook for output growth this year as Western sanctions and a strong ruble undercut revenue. Rigs drilled about 29,140 kilometers of production wells in the country last year, down 3.4% from 2024, according to industry data seen by Bloomberg News. After reaching record rates in the first months of 2025, activity started to slow in June and slumped about 16% in December from a year earlier, the data show. The slowdown comes as Russian producers are under pressure from lower global oil prices, deeper discounts on their barrels due to tighter Western sanctions and a stronger ruble that made exports less profitable. Meanwhile, the Organization of the Petroleum Exporting Countries and its allies are reviewing how much its members are capable of producing years ahead, in an effort to align output quotas more closely with members’ actual abilities. Production in Russia, a de-facto leader of OPEC+ along with Saudi Arabia, has already fallen for two consecutive months amid export constraints, and lower drilling could add further pressure as the alliance weighs its next steps in supply policy . “Russian production is quite similar to the US shale, with output growth and decline looking like an echo of drilling amount several months prior,” said Sergey Vakulenko, who spent a decade as an executive at a Russian oil producer and is now a scholar at the Carnegie Endowment for International Peace. Russia’s Energy Ministry didn’t immediately respond to Bloomberg request for a comment. A decline in drilling rates in the second half of the year is “a rational reaction of companies to a collapse in profitability,” said Gennadii Masakov, former director of the research and insights center at Yakov & Partners and currently an independent energy expert. “Companies have switched to cash saving mode.” The price of Urals, Russia’s main oil-export blend, shrank to $39.18 a barrel in D...