(RTTNews) - The UK stock market's FTSE 100 remains firmly up around its record high a little past noon on Tuesday, extending gains to a third straight session.
(RTTNews) - The UK stock market's FTSE 100 remains firmly up around its record high a little past noon on Tuesday, extending gains to a third straight session.
National Energy Services Reunited (NESR) delivered earnings and revenue surprises of +23.08% and +6.47%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
National Energy Services Reunited (NESR) delivered earnings and revenue surprises of +23.08% and +6.47%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Louisiana-Pacific (LPX) delivered earnings and revenue surprises of +148.00% and -6.02%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Louisiana-Pacific (LPX) delivered earnings and revenue surprises of +148.00% and -6.02%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Builders FirstSource (BLDR) delivered earnings and revenue surprises of -13.86% and -2.29%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Builders FirstSource (BLDR) delivered earnings and revenue surprises of -13.86% and -2.29%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
chaofann/iStock via Getty Images Last week, I explained why I think that REITs are presenting a once-in-a-decade opportunity for investors to win big. In short, they have been heavily discounted in recent years as all the attention was put on rapidly growing tech stocks. However, I think that this is about to reverse. The market is now finally waking up to the risk posed by AI to most businesses a...
chaofann/iStock via Getty Images Last week, I explained why I think that REITs are presenting a once-in-a-decade opportunity for investors to win big. In short, they have been heavily discounted in recent years as all the attention was put on rapidly growing tech stocks. However, I think that this is about to reverse. The market is now finally waking up to the risk posed by AI to most businesses and their stocks. This caused lots of tech stocks to crash in recent weeks. Those that were the most heavily impacted include SaaS ( CRM ; CNSWF ; ROP ; MNDY ), Edtech ( DUOL ), Healthtech ( HIMS ), and Fintech ( PYPL ; COIN ) companies: Data by YCharts The problem with these businesses is that they are purely digital, which makes them the easiest for AI to disrupt. If before you needed $50 million and a team of 20 developers to create a competitor to a SaaS business, now you can do it with likely 10x less, thanks to AI. At the same time, a lot of the former clients of these businesses are likely to start developing company-internal tools themselves with the help of AI to save money. The result is that the supply will surge, even as the demand will decrease. Some tech companies that enjoy significant switching costs will do okay in the short-to-mid-term, but over time, this will lead to lower retention rates, and that, on its own, could kill the long-term growth prospects and destroy a lot of value as this warrants a much lower valuation multiple. AI is breaking barriers to entry and inviting new competition, which will lead to slower growth at minimum, and lower profitability at worst. But guess what AI won't disrupt: essential real assets that our society desperately needs. This is why REITs are the ultimate anti-AI asset class, and this is well-reflected in their recent performance as capital rotated from AI-disrupted businesses to anti-AI asset classes like REITs ( VNQ ): Data by YCharts My prediction is that this is just the beginning, and as more investors become worri...
Nvidia stock was edging down early Tuesday. The chip maker’s shares were down 1.1% at $180.78 in premarket trading. Wall Street is looking to the company’s earnings report, due Feb. 25, as a catalyst to get the stock moving upward again.
Nvidia stock was edging down early Tuesday. The chip maker’s shares were down 1.1% at $180.78 in premarket trading. Wall Street is looking to the company’s earnings report, due Feb. 25, as a catalyst to get the stock moving upward again.
FactoryTh/iStock via Getty Images Westwater Resources ( WWR ) +13.6% pre-market Tuesday after the U.S. Department of Commerce imposed anti-dumping and countervailing duties on graphite-based anode material imports from China. In its final determination, the DoC raised the countervailing duty rate to 66.68% and maintained the anti-dumping duty rate at 93.5%; Westwater ( WWR ) estimates total penalt...
FactoryTh/iStock via Getty Images Westwater Resources ( WWR ) +13.6% pre-market Tuesday after the U.S. Department of Commerce imposed anti-dumping and countervailing duties on graphite-based anode material imports from China. In its final determination, the DoC raised the countervailing duty rate to 66.68% and maintained the anti-dumping duty rate at 93.5%; Westwater ( WWR ) estimates total penalties on Chinese natural graphite anode material imported into the U.S. now total ~220%. The DoC's final determination follows a year-long investigation into alleged subsidization of Chinese anode material producers and pricing practices affecting the U.S. market; the duties are subject to a final affirmative injury determination by the U.S. International Trade Commission, which is expected in March. More on Westwater Resources Westwater Resources Presents at 3rd Annual DealFlow Discovery Conference - Slideshow WestWater Resources Faces Heightened Execution And Financing Risks Seeking Alpha’s Quant Rating on Westwater Resources
Welcome to our guide to the commodities powering the global economy. Today, reporter Will Wade discusses the buildout of the US nuclear-fuel supply chain. The much-hyped resurgence in US nuclear power is notable for one thing: the lack of actual new reactors. Despite splashy announcements, like November’s agreement for Japan to fund a $80 billion plan to build as many as 10 big reactors in the US,...
Welcome to our guide to the commodities powering the global economy. Today, reporter Will Wade discusses the buildout of the US nuclear-fuel supply chain. The much-hyped resurgence in US nuclear power is notable for one thing: the lack of actual new reactors. Despite splashy announcements, like November’s agreement for Japan to fund a $80 billion plan to build as many as 10 big reactors in the US, no new commercial-scale facilities are actually under construction (meanwhile in China, work has started on 10 new sites since the beginning of 2025). Even if reactors were being built in the US right now, it’s unclear how they would be fueled. Almost all of the uranium going into the current US nuclear fleet is imported , and there’s only enough enrichment capacity to supply about one-third of domestic reactors. If next-generation atomic reactors eventually get built, they’ll need a new type of more potent fuel called high-assay low-enriched uranium, or HALEU, for which there’s just a single demonstration production line in the US that makes small volumes. “The core of the issue is insufficient capacity,” says Amir Vexler, the chief executive officer of enrichment company Centrus Energy Corp. “We need a lot of everything.” However, efforts are under way to expand the nation’s nuclear supply chain, at all four stages of the fuel cycle. First, several uranium miners, including Ur-Energy Inc., are planning to boost US output . Next, when it comes to converting that uranium into gas, Solstice Advanced Materials Inc. — the only US conversion company — said last week it plans to increase capacity . The third stage, enriching the gas, will get a boost from Centrus. It hired construction giant Fluor Corp. for a multibillion-dollar facility in Ohio, and was one of three companies that each received $900 million in January from the Department of Energy to expand US enrichment capacity. The fourth and final stage in the chain, fuel fabrication, is also seeing progress. X-Energy Reac...
When investors buy a sector ETF, they want exposure to a specific corner of the market without picking individual stocks. The Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) delivers a concentrated bet on companies that control how we communicate, consume content, and connect online. Nearly all assets flow into Communication Services, with the top three ... XLC Holds 46% in Just Thre...
When investors buy a sector ETF, they want exposure to a specific corner of the market without picking individual stocks. The Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) delivers a concentrated bet on companies that control how we communicate, consume content, and connect online. Nearly all assets flow into Communication Services, with the top three ... XLC Holds 46% in Just Three Stocks, Creating An Unusual Risk for Sector ETF Buyers
Mexico-based online used car dealer Kavak raised $300 million in an equity round led by Andreessen Horowitz , according to the startup’s chief executive officer. The Silicon Valley venture capital firm, known as a16z, invested $200 million, alongside $100 million from other investors including WCM Investment Management , which co-led the round, and Foxhaven Asset Management , Kavak CEO and co-foun...
Mexico-based online used car dealer Kavak raised $300 million in an equity round led by Andreessen Horowitz , according to the startup’s chief executive officer. The Silicon Valley venture capital firm, known as a16z, invested $200 million, alongside $100 million from other investors including WCM Investment Management , which co-led the round, and Foxhaven Asset Management , Kavak CEO and co-founder Carlos Garcia Ottati said in an interview. The Kavak deal is the latest sign of increasing investor interest in Latin American startups. Companies from the region nabbed about $6.2 billion in funding last year, the highest since 2022, after a pandemic-era boom in investment dried up amid high US rates, according to PitchBook data. Kavak operates showrooms and online platforms for customers to buy and sell cars and provides servicing. It has also ramped up lending activity through its financing arm, Kuna Capital, after obtaining $400 million in debt facilities early last year. The company has reached an annualized pace of around $600 million worth of loans, Garcia Ottati said. “We’re able to finance more users because we have data that allows us to understand our users better,” he added. “With that data and using AI, we can make more bets on people than we could a year ago.” Garcia Ottati said Andreessen Horowitz was partly interested in Kavak due to the company’s use of artificial intelligence to serve customers. The famed venture investors “saw through the lens of Kavak how AI works in the real world,” he said. The funding marks the first investment in Latin America by Andreessen Horowitz’s a16z Growth fund, run by general partner David George , and it’s the largest investment by the firm in the region, Garcia Ottati said. Kavak reached an $8.7 billion valuation in a $700 million funding round in late 2021 as global venture capital rushed to deploy funds. The company later struggled to consolidate the rapid expansion it had pledged across Latin America and the Middle E...
CEVA press release ( CEVA ): Q4 Non-GAAP EPS of $0.18 in-line. Revenue of $31.29M (+7.1% Y/Y) beats by $0.26M . Grew licensing and related revenue to $17.5 million, up 11% Increased royalty revenue to $13.8 million, up 2%, representing the strongest quarterly royalty performance in more than four years 606 million units of Ceva-powered devices shipped in the quarter Strengthened the balance sheet ...
CEVA press release ( CEVA ): Q4 Non-GAAP EPS of $0.18 in-line. Revenue of $31.29M (+7.1% Y/Y) beats by $0.26M . Grew licensing and related revenue to $17.5 million, up 11% Increased royalty revenue to $13.8 million, up 2%, representing the strongest quarterly royalty performance in more than four years 606 million units of Ceva-powered devices shipped in the quarter Strengthened the balance sheet through a successful follow-on offering, raising approximately $63 million net More on CEVA CEVA: Reminds Everyone Of The Downsides Of Backing It CEVA Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on CEVA Historical earnings data for CEVA Financial information for CEVA
Good morning . Civil rights pioneer Jesse Jackson dies at the age of 84. Emails show Jeffrey Epstein described himself as “a Davos concierge.” And why you shouldn’t believe all the bad things people say about Gen Alpha (aka your kids). Listen to the day’s top stories . S&P 500 Futures 6,833.5 -0.25% Nasdaq 100 Futures 24,633.25 -0.69% Bloomberg Dollar Spot Index 1,184.22 +0.11% Jesse Jackson, one ...
Good morning . Civil rights pioneer Jesse Jackson dies at the age of 84. Emails show Jeffrey Epstein described himself as “a Davos concierge.” And why you shouldn’t believe all the bad things people say about Gen Alpha (aka your kids). Listen to the day’s top stories . S&P 500 Futures 6,833.5 -0.25% Nasdaq 100 Futures 24,633.25 -0.69% Bloomberg Dollar Spot Index 1,184.22 +0.11% Jesse Jackson, one of the most prominent US civil rights leaders of the 20th century, has died at the age of 84 . Jackson was an acolyte of Martin Luther King Jr. and ran credible campaigns for the White House two decades before America elected its first Black president. SpaceX and xAI are competing in a secretive new Pentagon contest to produce voice-controlled drone swarming technology , people familiar said. It’s a different story for Anthropic, which is said to be seeking additional guardrails to stop its Claude tool from being used for mass surveillance or to develop weapons that can be deployed without a human involved. In the markets, futures are pointing to a further slide in tech shares when trading resumes today after the holiday break. Jeffrey Epstein described himself as a “Davos concierge” as he brokered elite meetings and traded favors at the exclusive annual World Economic Forum, emails showed. And in further fallout from the Epstein affair, Hyatt Hotels’ Executive Chairman Tom Pritzker said he will retire, citing his association with the disgraced financier and Ghislaine Maxwell. Donald Trump said JD Vance and Marco Rubio are both “fantastic,” but stopped short of saying whether he’d support either to lead the Republican ticket in 2028. Meanwhile, the president said US officials, including Rubio, are in talks with Cuba , as the island nation faces worsening economic conditions. Lula Faces Political Blowback in Brazil Over Carnival Parade Tribute Read the Story Trump warned that the federal government won’t cover any cost overruns on the $16 billion Hudson River rail tunnel pro...
NVIDIA (NasdaqGS:NVDA) is expanding its AI reach through new partnerships in industrial virtual twins with Dassault Systèmes. The company is working with Opentrons to apply AI and robotics to laboratory automation and biotech R&D workflows. New projects with EPRI and Prologis focus on distributed inference micro data centers for more localized AI infrastructure. NVIDIA, traded as NasdaqGS:NVDA, is...
NVIDIA (NasdaqGS:NVDA) is expanding its AI reach through new partnerships in industrial virtual twins with Dassault Systèmes. The company is working with Opentrons to apply AI and robotics to laboratory automation and biotech R&D workflows. New projects with EPRI and Prologis focus on distributed inference micro data centers for more localized AI infrastructure. NVIDIA, traded as NasdaqGS:NVDA, is moving further into real world industrial and scientific use cases, going beyond traditional...
Waystar press release ( WAY ): Q4 Non-GAAP EPS of $0.36 misses by $0.04 . Revenue of $303.5M (+24.3% Y/Y) beats by $8.71M . 1,391 clients contributed over $100,000 in LTM revenue, up 16% year-over-year Net revenue retention rate (NRR) of 112% Fourth quarter 2025 subscription revenue of $167.8 million, up 38% year-over-year Fourth quarter 2025 volume-based revenue of $134.2 million, up 11% year-ove...
Waystar press release ( WAY ): Q4 Non-GAAP EPS of $0.36 misses by $0.04 . Revenue of $303.5M (+24.3% Y/Y) beats by $8.71M . 1,391 clients contributed over $100,000 in LTM revenue, up 16% year-over-year Net revenue retention rate (NRR) of 112% Fourth quarter 2025 subscription revenue of $167.8 million, up 38% year-over-year Fourth quarter 2025 volume-based revenue of $134.2 million, up 11% year-over-year Fiscal year 2025 subscription revenue of $558.4 million, up 22% year-over-year Fiscal year 2025 volume-based revenue of $534.8 million, up 11% year-over-year As of February 17, 2026, Waystar provides the following guidance for its full fiscal year 2026. Total revenue is expected to be between $1.274 billion and $1.294 billion vs $1.28B consensus Adjusted EBITDA is expected to be between $530 million and $540 million Non-GAAP net income is expected to be between $317 million and $335 million Diluted non-GAAP net income per share is expected to be between $1.59 and $1.68 vs $1.63 consensus Shares +2.6% PM. More on Waystar Waystar Holding Corp.: A Lot Of Market Share Yet To Convert, In An Ever-Growing Market. Waystar: Platform With A Strong Distribution And Technical Integration Moat Waystar Holding Corp. (WAY) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Seeking Alpha’s Quant Rating on Waystar Historical earnings data for Waystar
Meta Platforms (META) has delivered mixed share performance recently, with a 1-day return of a 1.55% decline and a 7-day return of a 4.61% decline, but positive moves over the past month and past 3 months. See our latest analysis for Meta Platforms. Despite the recent short term weakness, with a 7 day share price return of a 4.61% decline, Meta’s 90 day share price return of 8.38% and very large 3...
Meta Platforms (META) has delivered mixed share performance recently, with a 1-day return of a 1.55% decline and a 7-day return of a 4.61% decline, but positive moves over the past month and past 3 months. See our latest analysis for Meta Platforms. Despite the recent short term weakness, with a 7 day share price return of a 4.61% decline, Meta’s 90 day share price return of 8.38% and very large 3 year total shareholder return of 274.38% point to momentum built over a longer horizon. If this...
Why Advanced Micro Devices is on investors’ radar Advanced Micro Devices (AMD) is back in focus for investors as they weigh its recent share performance, where the stock shows a negative return over the past month and past 3 months, against its multi year track record. See our latest analysis for Advanced Micro Devices. Recent trading has been choppy, with a 30 day share price return of 10.57% dec...
Why Advanced Micro Devices is on investors’ radar Advanced Micro Devices (AMD) is back in focus for investors as they weigh its recent share performance, where the stock shows a negative return over the past month and past 3 months, against its multi year track record. See our latest analysis for Advanced Micro Devices. Recent trading has been choppy, with a 30 day share price return of 10.57% decline and a 90 day share price return of 7.26% decline. However, the 1 year total shareholder...
(RTTNews) - While reporting financial results for the fourth quarter on Tuesday, life sciences company Labcorp Holdings, Inc.(LH) initiated its adjusted earnings and revenue guidance for the full-year 2025.
(RTTNews) - While reporting financial results for the fourth quarter on Tuesday, life sciences company Labcorp Holdings, Inc.(LH) initiated its adjusted earnings and revenue guidance for the full-year 2025.