Operators Gain Total Freedom on the Floor and Total Control at Payroll—Without Changing How Their Restaurants Run COVINGTON, La., Feb. 2, 2026 /PRNewswire/ -- Netchex, a leading payroll and human capital management (HCM) provider for complex and hourly workforces, today announced an expanded integration with PAR Technology that connects quick serve restaurant point-of-sale (POS) and back-of-house ...
Operators Gain Total Freedom on the Floor and Total Control at Payroll—Without Changing How Their Restaurants Run COVINGTON, La., Feb. 2, 2026 /PRNewswire/ -- Netchex, a leading payroll and human capital management (HCM) provider for complex and hourly workforces, today announced an expanded integration with PAR Technology that connects quick serve restaurant point-of-sale (POS) and back-of-house (BOH) systems with Netchex payroll, HR, and workforce management tools—delivering a connected workforce platform for multi-location and quick-service restaurant (QSR) organizations. Netchex for HR and payroll (PRNewsfoto/Netchex) The integration allows restaurant operators to continue using their existing operational systems while Netchex powers payroll, compliance, and workforce management behind the scenes, creating a unified labor-to-payroll workflow built for scale. The partnership expands Netchex's ability to support leading restaurant technology ecosystems, including NCR Back Office, PAR POS and PAR Ops, Xenial, Oracle MICROS, POSitouch, Sonic Micros 3700, and Tracks - bringing connected payroll and HR capabilities for any restaurant. Through these integrations, Netchex extends connected payroll and HR capabilities across major QSR and casual dining brand ecosystems, including Dunkin' Donuts, Burger King, Popeyes, Culver's, Slim Chickens, Arby's, Zaxby's, Denny's, Sonic, Taco Bell and more. As restaurant brands scale across locations and concepts, workforce complexity increases. Disconnected systems and fragmented labor data slow payroll teams, frustrate managers, and pull leaders away from operations and growth. Netchex and PAR link real-time labor data directly into payroll and HR to reduce manual work and improve visibility. "Restaurants shouldn't have to redesign their operations just to run payroll," said Abhinav Agrawal, CEO of Netchex. "This integration is about freedom and control—freedom for operators to run the systems that work on the floor, and control for...
(RTTNews) - Plumas Bancorp (PLBC), Monday announced that its Board has authorized a stock repurchase program to repurchase upto $25 million of its outstanding common stock through the fourth quarter of 2026. The company intends to fund the repurchases using available cash and retained earnings. "This repurchase program reflects our strong capital position, commitment to disciplined capital managem...
(RTTNews) - Plumas Bancorp (PLBC), Monday announced that its Board has authorized a stock repurchase program to repurchase upto $25 million of its outstanding common stock through the fourth quarter of 2026. The company intends to fund the repurchases using available cash and retained earnings. "This repurchase program reflects our strong capital position, commitment to disciplined capital management and our confidence in the long-term outlook for the Company," said Andrew J. Ryback, President and Chief Executive Officer of Plumas Bancorp. In the pre-market hours, PLBC is trading at $50.50, up 0.78 percent on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
At Holdings Channel, we have reviewed the latest batch of the 25 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Starbucks Corp. (Symbol: SBUX) was held by 10 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story...
At Holdings Channel, we have reviewed the latest batch of the 25 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Starbucks Corp. (Symbol: SBUX) was held by 10 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in SBUX positions, for this latest batch of 13F filers: In terms of shares owned, we count 4 of the above funds having increased existing SBUX positions from 12/31/2024 to 03/31/2025, with 3 having decreased their positions and 3 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SBUX share count in the aggregate among all of the funds which held SBUX at the 03/31/2025 reporting period (out of the 1,420 we looked at in total). We then compared that number to the sum total of SBUX shares those same funds held back at the 12/31/2024 period, to see how the aggregate share count held by hedge funds has moved for SBUX. We found that between these two periods, funds reduced their holdings by 3,506,664 shares in the aggregate, from 20,813,339 down to 17,306,675 for a share count decline of approximately -16.85%. The overall top three fund...
The recent selloff in video-game developer stocks — tied to fears of disruption from Google’s Project Genie AI tool — is “unjustified,” mBank SA analysts said. Shares of Unity Software Inc. , Roblox Corp. and CD Projekt SA plunged on Friday after Google unveiled its AI prototype for generating virtual 3D worlds, on concerns it could threaten existing game developers. Unity and Roblox rebounded in ...
The recent selloff in video-game developer stocks — tied to fears of disruption from Google’s Project Genie AI tool — is “unjustified,” mBank SA analysts said. Shares of Unity Software Inc. , Roblox Corp. and CD Projekt SA plunged on Friday after Google unveiled its AI prototype for generating virtual 3D worlds, on concerns it could threaten existing game developers. Unity and Roblox rebounded in premarket trading Monday, while CD Projekt fell in Warsaw for a third-straight session. mBank said the selloff overlooked the Google tool’s current limitations, adding that the technology will ultimately benefit larger studios. “Given the current usability of Project Genie, we regard Friday’s selloff in game-developer stocks as an unjustified overreaction,” mBank analyst Piotr Poniatowski said. “Counterintuitively, we believe AAA game developers will benefit most from such tools,” he added, referring to bigger studios. Read More: Video-Game Stocks Rebound After Genie Selloff: Street Wrap The prototype Genie web app allows users to generate their own playable worlds by typing in text prompts or uploading images. It allows the creation of characters who can travel through various environments, albeit while currently only offering limited playing times and experiences. For mBank’s Poniatowski , Genie’s promotional videos suggest that AI tools could eventually lead to a surge in new games and solo projects, intensifying competition among smaller studios. The largest developers with strong franchises and “immersive” storytelling, are unlikely to be “much at risk,” he noted. “If we look from a pure game creation perspective, we don’t see AAA studios losing their value proposition,” noted Wedbush analyst Alicia Reese . “Existing platforms remain well-positioned to compete.” Still, concerns around AI continued to weigh on European gaming stocks on Monday. CD Projekt fell a further 1%, while Ubisoft Entertainment SA declined 2.9%.
Ares Management Corp. is leading a syndicate that’s providing capital to Finint Infrastrutture , one of two firms that acquired the owner of Venice’s Marco Polo Airport. Finint and Ardian agreed to buy airport owner Milione SpA in a €1.2 billion ($1.42 billion) deal, which has received approval from regulators and is expected to be completed in the coming months, according to people familiar with ...
Ares Management Corp. is leading a syndicate that’s providing capital to Finint Infrastrutture , one of two firms that acquired the owner of Venice’s Marco Polo Airport. Finint and Ardian agreed to buy airport owner Milione SpA in a €1.2 billion ($1.42 billion) deal, which has received approval from regulators and is expected to be completed in the coming months, according to people familiar with the matter. Ardian’s infrastructure business has committed €600 million of equity for its share in the deal, the people said, asking not to be identified discussing confidential details. Ares’ secondaries business is committing at least €100 million of equity as the lead investor in a syndicate that Finint is creating for its share of the transaction, the people said. Venice Marco Polo Airport is the main international gateway to northeastern Italy and is a key arrival hub for the Milano–Cortina Winter Olympics. Owner Milione also controls nearby Treviso Antonio Canova Airport. Representatives for Ardian and Ares declined to comment. Finint didn’t reply to a message seeking comment. Ares has $38.4 billion of assets in its secondaries business across private equity, private credit, real estate and infrastructure, according to its website . Ardian’s infrastructure business has a stake in London’s Heathrow Airport, and it’s an indirect shareholder in other European airports including those in Milan, Naples, Turin and Trieste. Ardian, which manages $47 billion of infrastructure assets, raised $20 billion last year for its latest infrastructure fund focused on European investments. Finint, which is controlled by Finanziaria Internazionale Holding SpA , was formed in 2023 to operate as an asset management company that invests primarily in airport and aviation infrastructure.
The US boasts the world’s deepest and most liquid financial markets. The dollar is the king of currencies. Treasuries are the preeminent safe-haven asset. And yet, a narrative has taken hold that it may be time for global investors to “Sell America.” The idea can be traced to April 2025, when President Donald Trump upended the global trading system with “Liberation Day” tariffs targeting dozens of...
The US boasts the world’s deepest and most liquid financial markets. The dollar is the king of currencies. Treasuries are the preeminent safe-haven asset. And yet, a narrative has taken hold that it may be time for global investors to “Sell America.” The idea can be traced to April 2025, when President Donald Trump upended the global trading system with “Liberation Day” tariffs targeting dozens of countries. It was revived in early January during the president’s campaign to take control of Greenland , which rankled allies, especially in Europe. Foreign money has helped to prop up lofty US share valuations and fund the country’s large budget and trade deficits. While there’s little sign for now of a general boycott, even a more measured shift in sentiment would carry significant implications. Does it matter if foreigners ‘Sell America?’ In short, yes. The US has long benefited from an “exorbitant privilege,” the thesis that because investors have a near-unshakable faith in the dollar and Treasuries , US fiscal and trade deficits will be sustained by foreign capital inflows. But what if the spell is broken, and American assets are no longer regarded as the safest of bets? Selling by foreigners could weaken the dollar and shrink the pool of capital available to the US government and companies. If imports become more expensive for American consumers and borrowing costs rise, the risk is that it causes a vicious cycle in which the federal deficit becomes less sustainable and a recession ensues. Markets delivered a taste of that in the wake of “Liberation Day,” when stocks, bonds and the dollar sold off, forcing Trump to retreat from some of his trade threats. The immediate turmoil was relatively short-lived, and the economy escaped significant damage. Yet the US currency is down roughly 10% since Trump returned to office and is near the weakest since 2022, suggesting investors have been reducing their dollar exposure. What’s behind ‘Sell America?’ At its core, the narrat...
At Holdings Channel, we have reviewed the latest batch of the 22 most recent 13F filings for the 12/31/2025 reporting period, and noticed that iShares Trust - Russell Mid-Cap ETF (Symbol: IWR) was held by 10 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not t...
At Holdings Channel, we have reviewed the latest batch of the 22 most recent 13F filings for the 12/31/2025 reporting period, and noticed that iShares Trust - Russell Mid-Cap ETF (Symbol: IWR) was held by 10 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in IWR positions, for this latest batch of 13F filers: In terms of shares owned, we count 1 of the above funds having increased existing IWR positions from 09/30/2025 to 12/31/2025, with 6 having decreased their positions and 3 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IWR share count in the aggregate among all of the funds which held IWR at the 12/31/2025 reporting period (out of the 2,771 we looked at in total). We then compared that number to the sum total of IWR shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for IWR. We found that between these two periods, funds increased their holdings by 169,804 shares in the aggregate, from 26,809,332 up to 26,979,136 for a share count increase of approximately 0.63%. The overall top ...
tupungato/iStock Editorial via Getty Images Introduction & Financials Booking Holdings ( BKNG ) has been a solid compounder over time, and I believe the recent pullback fueled by fear around travel and AI competition offers an opportunity to buy this with a good margin of safety, as the company remains in a strong position to capture the long-term potential of the industry, with a healthy balance ...
tupungato/iStock Editorial via Getty Images Introduction & Financials Booking Holdings ( BKNG ) has been a solid compounder over time, and I believe the recent pullback fueled by fear around travel and AI competition offers an opportunity to buy this with a good margin of safety, as the company remains in a strong position to capture the long-term potential of the industry, with a healthy balance sheet and strong cash flows while they’re evolving their ecosystem. Booking Holdings IR The company’s Q3 report was solid overall, with an 8% increase in room nights and 14% in gross bookings, while the revenue increased by 13%, beating the market's expectations quite well and increasing the adjusted diluted EPS by 19% YoY despite the 9% increase in marketing expenses. Booking Holdings IR As for the cash flow, we continue seeing improvements when adjusting for the unrealized foreign currency losses as a result of the euro debt—which has zero actual impact on the real cash flow. Meanwhile, Booking sees $500 million to $550 million in transformation savings compared to the $350 million annual run rate they expected back in Q2, while their Connected Trip, loyalty programs and AI initiatives support their long-term outlook. As a note, their Connected Trip initiative has potential to be very significant, aiming at offering an entire travel ecosystem (flights, accommodation, cars, attractions, etc.), which can add a significant competitive advantage and improve their potential going forward. Booking Holdings IR However, we should note that their fourth quarter is not as good in terms of cash flow, so we can’t simply annualize the 9M results. Last year, roughly $921 million worth of cash provided by operating activities came in Q4, which is a tiny fraction of the $8.32 billion recorded for the entire 12 months. I’ll adjust their numbers to take out the stock-based compensation and deferred merchant bookings lines on top of the CAPEX, getting us to an Adjusted FCF of ~$5.93 billion...
We recently compiled a list of 10 High Growth Technology Stocks That Are Profitable. Palantir Technologies Inc. is placed second on our list. TheFly reported on January 22 that Phillip Securities initiated coverage of PLTR with a Buy rating and a $208 price target. The firm highlighted the company’s modest penetration of its total addressable market and noted that its AI software growth is exceedi...
We recently compiled a list of 10 High Growth Technology Stocks That Are Profitable. Palantir Technologies Inc. is placed second on our list. TheFly reported on January 22 that Phillip Securities initiated coverage of PLTR with a Buy rating and a $208 price target. The firm highlighted the company’s modest penetration of its total addressable market and noted that its AI software growth is exceeding 25% annually, which could drive substantial upside as the addressable market continues to expand. Furthermore, Innodata (INOD) declared on January 29 that it will offer Palantir Technologies Inc. (NASDAQ:PLTR) with high-quality training data and data engineering services to enhance PLTR’s AI-powered rodeo analysis platforms. In order to enable computer vision models to recognize animals, riders, and skeleton joints and produce automated performance measures for bull riding, bronc riding, bareback riding, and barrel racing, Innodata will handle annotation and multimodal data processing for thousands of hours of rodeo film. Palantir Technologies Inc. (NASDAQ:PLTR) builds software platforms like Gotham and Foundry that help governments and businesses integrate, analyze, and act on large datasets using AI and machine learning, supporting sectors from defense to healthcare, finance, and automotive. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Multibagger Stocks to Buy Heading into 2026 and 7 Best Rising Tech Stocks to Buy Now. Disclosure: None.
Broadcom Inc. (NASDAQ:AVGO) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Fidelity Investments and Broadcom Inc. (NASDAQ:AVGO) struck a deal on January 28, 2026, as reported by Reuters. Fidelity Investments had accused Broadcom of threatening to cut off access to software that was essential to its systems. A Massachusetts state court lawsuit brought in November will be voluntaril...
Broadcom Inc. (NASDAQ:AVGO) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Fidelity Investments and Broadcom Inc. (NASDAQ:AVGO) struck a deal on January 28, 2026, as reported by Reuters. Fidelity Investments had accused Broadcom of threatening to cut off access to software that was essential to its systems. A Massachusetts state court lawsuit brought in November will be voluntarily dismissed by Fidelity when the semiconductor firm agrees to keep supplying software and services to a Fidelity subsidiary. The deal was reached before the planned hearing on a request for an injunction. According to Fidelity, there will be no disruption to operations, clients, associates, or partners. The disagreement arose after Broadcom Inc. (NASDAQ:AVGO) acquired VMware in 2023 and began bundling virtualization technologies. Citi maintains a Buy rating on Broadcom Inc. (NASDAQ:AVGO) with a $480 price target after a transfer of coverage, as reported by TheFly on January 29, 2026. The company’s increasing AI sales are cited by the business as the reason for the Buy rating. The stock is down by 4.86% YTD as of January 29, 2026. Broadcom Inc. (NASDAQ:AVGO) is one of the world’s leading semiconductor businesses, and it has expanded into infrastructure software. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
Key Points Ethereum has been overshadowed by Bitcoin in recent years, but it might now come into its own. Stablecoin issuers are already favoring Ethereum. Staking ETFs might attract more institutional investors. 10 stocks we like better than Ethereum › In the crypto rallies of 2018 and 2021, Ethereum (CRYPTO: ETH) started to close the gap with Bitcoin (CRYPTO: BTC) in crypto market dominance. Tal...
Key Points Ethereum has been overshadowed by Bitcoin in recent years, but it might now come into its own. Stablecoin issuers are already favoring Ethereum. Staking ETFs might attract more institutional investors. 10 stocks we like better than Ethereum › In the crypto rallies of 2018 and 2021, Ethereum (CRYPTO: ETH) started to close the gap with Bitcoin (CRYPTO: BTC) in crypto market dominance. Talk of the "flippening" -- the point where Ethereum overtakes Bitcoin -- was common. But last year's rally was different. Bitcoin soared, and the gap between the cryptocurrencies grew. At one point, Bitcoin accounted for over 60% of the crypto market, while Ethereum's share fell to less than 8%. Institutional, corporate, and government interest in Bitcoin increased its dominance and, to some extent, caused it to decouple from the rest of the market. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » However, as the narrative around Bitcoin as a form of digital gold loses its shine, the pendulum is swinging back toward Ethereum. It is the machine that powers a large part of the decentralized finance and stablecoin market, and its utility and strong track record are a powerful combination. Ethereum's smart contract lead Ethereum was designed as a programmable cryptocurrency. It was the first to introduce smart contracts, tiny pieces of self-executing code that live on the blockchain. Being first to market has advantages. Almost 60% of the funds locked up in decentralized finance are on the Ethereum ecosystem, per DefiLlama. However, there are disadvantages too. Ethereum is slower and less scalable than other, newer blockchains. It has had to carry out some major upgrades while keeping the engine running. It also relies heavily on layer 2 blockchains -- ones that process transactions off-chain -- for efficiency. One analyst called those layer 2s parasites, taking a large chunk of fees while sucki...
If you're underweight gold, some of the biggest banks on Wall Street have a message: Buy the dip. Gold futures dropped more than 11% on Friday to settle well below the key $5,000-an-ounce level after President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as the next Federal Reserve chair. Choosing Warsh appeared to relieve concerns about the central bank's independence, but it also ...
If you're underweight gold, some of the biggest banks on Wall Street have a message: Buy the dip. Gold futures dropped more than 11% on Friday to settle well below the key $5,000-an-ounce level after President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as the next Federal Reserve chair. Choosing Warsh appeared to relieve concerns about the central bank's independence, but it also took a lot of the air out of the recent precious metal boom that drove gold to all-time highs. Investors appear to be easing back into gold after last week's drop. Futures tied to the precious metal briefly traded higher on Monday. They were last off around 0.5% but were still well off their overnight lows. JPMorgan and Deutsche Bank see the recent decline as a buying opportunity, calling for even more upside ahead. @GC.1 5D bar Gold futures 5-day chart "Even with the recent near-term volatility, we believe longer-term rally momentum will remain intact and we remain firmly bullishly convicted in gold over the medium-term on the back of a clean, structural, continued diversification trend that has further to run amid a still well-entrenched regime of real asset outperformance vs paper assets," wrote JPMorgan strategist Gregory Shearer. Shearer also raised his year-end target on gold to $6,300 an ounce. That's 33% above where gold traded early Monday. "Gold remains a dynamic, multi-faceted portfolio hedge and investor demand has continued to come in stronger than our previous expectations," Shearer wrote. Michael Hsueh of Deutsche Bank also thinks gold will resume its upward trajectory. He reiterated his 2026 target of $6,000 per ounce, signaling about 26% upside. "Gold's thematic drivers remain positive and we believe investors' rationale for gold (and precious) allocations will not have changed. The conditions do not appear primed for a sustained reversal in gold prices, and we draw some contrasts between today's circumstance and the context for gold's weakness in the 1980s...
(RTTNews) - OpenText Corporation (OTEX), an information management software company, said Monday that it has agreed to divest Vertica, a part of its non-core Analytics portfolio, to Bain Capital portfolio company Rocket Software Inc. for $150 million in cash. The company plans to use the proceeds to reduce outstanding debt. In the fiscal year ended June 30, 2025, Vertica had contributed approximat...
(RTTNews) - OpenText Corporation (OTEX), an information management software company, said Monday that it has agreed to divest Vertica, a part of its non-core Analytics portfolio, to Bain Capital portfolio company Rocket Software Inc. for $150 million in cash. The company plans to use the proceeds to reduce outstanding debt. In the fiscal year ended June 30, 2025, Vertica had contributed approximately $80 million in revenue. Under the agreement, Vertica's software, customer contracts, associated services, and employees will be transferred to Rocket Software. The transaction is expected to close during fiscal year 2026. "We are executing on our strategic plan, focusing on our core product offerings, our expertise in secure data for Enterprise AI, and cloud solutions that provide strategic choice and flexibility for our customers," said P. Thomas Jenkins, OpenText Executive Chairman of the Board and Chief Strategy Officer. "By rationalizing non-core assets, we are strengthening the portfolio, reinforcing our capital allocation framework, and positioning OpenText to accelerate long-term growth and shareholder value." On Friday, Open Text shares had closed at $25.53, down 3.22%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Dorin Puha/iStock via Getty Images The US FDA has granted Fast Track designation for MoonLake Immunotherapeutics' ( MLTX ) sonelokimab (SLK) for the treatment of moderate-to-severe palmoplantar pustulosis, a rare inflammatory disorder. The decision was based on results from the ongoing phase 2 LEDA trial. CEO Jorge Santos da Silva said that the designation "can support the acceleration of our phas...
Dorin Puha/iStock via Getty Images The US FDA has granted Fast Track designation for MoonLake Immunotherapeutics' ( MLTX ) sonelokimab (SLK) for the treatment of moderate-to-severe palmoplantar pustulosis, a rare inflammatory disorder. The decision was based on results from the ongoing phase 2 LEDA trial. CEO Jorge Santos da Silva said that the designation "can support the acceleration of our phase 3 program." More on MoonLake Immunotherapeutics MoonLake: Positive FDA Meeting Spurs Momentum Ahead Of BLA Submission MoonLake: Ignore The Panic, Catch The Upside MoonLake cut to sell at Goldman Sachs on risks to lead asset’s approval MoonLake surges as no additional studies are required for lead drug Seeking Alpha’s Quant Rating on MoonLake Immunotherapeutics
This stock can help you profit from the growing adoption of agentic artificial intelligence (AI). UiPath (PATH +0.48%) shares could be poised for a rebound in 2026. The stock price is down by more than 80% from its all-time highs over the past few years, yet the company is emerging as a leader in agentic AI -- a form of artificial intelligence (AI) that can perform more complex tasks than a standa...
This stock can help you profit from the growing adoption of agentic artificial intelligence (AI). UiPath (PATH +0.48%) shares could be poised for a rebound in 2026. The stock price is down by more than 80% from its all-time highs over the past few years, yet the company is emerging as a leader in agentic AI -- a form of artificial intelligence (AI) that can perform more complex tasks than a standard chatbot. This market is set to explode over the next five years, giving investors who buy shares at these discounted prices a chance to earn substantial returns. Customer demand is strong. UiPath is now orchestrating over 365,000 processes on its agentic AI platform. It's working with hundreds of companies, and these clients are sticking with UiPath. The company has a 98% gross retention rate, meaning very few customers stop using the platform. Management is executing on the business end. Operating profit is improving, with the company generating an adjusted operating margin of 21% in the third quarter. Improving profitability could lead to a valuation rerating for the stock. Expand NYSE : PATH UiPath Today's Change ( 0.48 %) $ 0.06 Current Price $ 12.65 Key Data Points Market Cap $6.7B Day's Range $ 12.49 - $ 12.72 52wk Range $ 9.38 - $ 19.84 Volume 149K Avg Vol 24M Gross Margin 83.16 % The growth opportunity in agentic AI is massive. This is where AI shifts from giving simple answers to acting on user instructions by completing a series of tasks -- all without human intervention. Mordor Intelligence projects the agentic AI market to grow from about $10 billion in 2026 to $57 billion by 2031. Analysts expect UiPath's earnings to grow at an annualized rate of 26% over the next several years. That growth would make the stock undervalued right now, trading at just 21 times 2026 earnings estimates.
Throwback Waste Of The Day: Monkeys Throw Poop, And $600K Authored by Jeremy Portnoy via RealClearInvestigations (emphasis ours), Topline: In 2012, a study published by Agnes Scott College and Emory University concluded that chimpanzees that know how to throw their own feces have stronger communication skills than those that do not. The National Institutes of Health must have used similarly primit...
Throwback Waste Of The Day: Monkeys Throw Poop, And $600K Authored by Jeremy Portnoy via RealClearInvestigations (emphasis ours), Topline: In 2012, a study published by Agnes Scott College and Emory University concluded that chimpanzees that know how to throw their own feces have stronger communication skills than those that do not. The National Institutes of Health must have used similarly primitive communication skills when deciding to award the study three federal grants worth $592,000 in 2011. The money would be worth $849,000 today. That’s according to the “Wastebook” reporting published by the late U.S. Senator Dr. Tom Coburn. For years, these reports shined a white-hot spotlight on federal frauds and taxpayer abuses . Coburn, the legendary U.S. Senator from Oklahoma, earned the nickname "Dr. No" by stopping thousands of pork-barrel projects using the Senate rules. Projects that he couldn't stop, Coburn included in his oversight reports. Coburn's Wastebook 2011 included 100 examples of outrageous spending worth nearly $7 billion, including the cash wasted on the NIH’s monkey business. Search all federal, state and local salaries and vendor spending with the world’s largest government spending database at OpenTheBooks.com . Key facts: Using MRIs of 78 chimpanzees , the study examined the neurological behavior that leads a monkey to “patiently wait” and throw “feces or wet chow” at zoo visitors. Researchers found that poop-throwing differs from other chimpanzee behaviors because it is not “nutritive in form … It is difficult to imagine that human caretakers would overtly reward a chimpanzee with food immediately after they had just been soiled with feces by the very same ape.” As lead researcher Bill Hopkins told Wired Magazine , “I’ve never in my life seen a chimp be given a banana for throwing s**t at someone.” Instead, chimpanzees throw their feces because they enjoy seeing humans’ reaction. Zoo visitors observed by the scientists would “negotiate with the ch...
Best Buy ( BBY ) should experience a sales bump from 2025 tax refunds and hardware updates, but the gains might not be enough to offset tough comparisons to 2025 and a still sluggish housing market, leading J.P. Morgan’s Christopher Horvers to downgrade the stock to Neutral from Overweight with a 23% reduction to his target price to $76. While the company posted strong comparable sales and margin ...
Best Buy ( BBY ) should experience a sales bump from 2025 tax refunds and hardware updates, but the gains might not be enough to offset tough comparisons to 2025 and a still sluggish housing market, leading J.P. Morgan’s Christopher Horvers to downgrade the stock to Neutral from Overweight with a 23% reduction to his target price to $76. While the company posted strong comparable sales and margin upside in the third quarter, the lack of specificity on quarter-to-date trends “gave the bears something to poke at,” Horvers said. “Our work suggests sales didn’t rebound as expected in December given ongoing consumer uncertainty against the backdrop of tariff inflation and labor market concerns, as well as some potential pull-forward into Q2 and Q3 on the Switch 2 launch in June and Windows 10 support ending in October,” he added. Horvers also views the company’s guidance as optimistic given it assumed continued growth in computing, mobile, and gaming along with improving trends in TVs and home theater which are vulnerable to slowing comps and a lackluster housing market. Additionally, headwinds in the memory market could slow Best Buy’s ( BBY ) biggest engine. J.P. Morgan’s tech analysts expect computer memory costs to double, with most PC brands raising new product prices by 20% to 30%. Historically, PC brands “de-spec” product to absorb the memory cost impact and mute elasticity. Analysts now anticipate PC sales to be down high-single-digits in 2026, with risks that PC companies will “shift supply to commercial if constraints exacerbate.” For the fourth quarter, Horvers models -3% total/U.S. comparable sales, 21.0% gross margin (an increase of 10 basis points from Q4 2024), 4.9% operating margin (flat from last year), and $2.40 EPS. This compares to street estimates of +0.5%, 20.8%, 4.9%, and $2.49 EPS, respectively. While the majority of Wall Street analysts and Seeking Alpha authors continue to view Best Buy ( BBY ) as a Buy, Seeking Alpha’s Quant rating recently dow...
OpenText Corp ( OTEX ) announced a definitive agreement to divest Vertica, part of its non-core analytics portfolio, to Rocket Software for $150M in cash. Vertica generated ~$80M in annual revenue in OpenText’s fiscal year ended June 30, 2025. The transaction supports OpenText’s strategy to focus on core secure information management, Enterprise AI, and cloud solutions. Proceeds from the sale are ...
OpenText Corp ( OTEX ) announced a definitive agreement to divest Vertica, part of its non-core analytics portfolio, to Rocket Software for $150M in cash. Vertica generated ~$80M in annual revenue in OpenText’s fiscal year ended June 30, 2025. The transaction supports OpenText’s strategy to focus on core secure information management, Enterprise AI, and cloud solutions. Proceeds from the sale are expected to be used primarily to reduce outstanding debt. Vertica’s software, customer contracts, services, and employees will transfer to Rocket Software. The transaction is expected to close during OpenText’s fiscal year 2026. More on Open Text Open Text Corporation (OTEX) Shareholder/Analyst Call Prepared Remarks Transcript Open Text Continues Transition But Growth Challenges Remain Open Text Corporation (OTEX) Presents at UBS Global Technology and AI Conference 2025 Transcript OpenText appoints Ayman Antoun CEO Open Text outlines 3%–4% cloud growth target for fiscal 2026 amid accelerated content cloud momentum and divestiture strategy
Image source: The Motley Fool. Feb. 2, 2026, 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Robert A. Iger Senior Executive Vice President and Chief Financial Officer — Hugh F. Johnston Executive Vice President, Treasurer, and Head of Investor Relations — Carlos A. Gomez Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Global box office -- Disney DIS 5.69% ) -- ...
Image source: The Motley Fool. Feb. 2, 2026, 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Robert A. Iger Senior Executive Vice President and Chief Financial Officer — Hugh F. Johnston Executive Vice President, Treasurer, and Head of Investor Relations — Carlos A. Gomez Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Global box office -- Disney DIS 5.69% ) -- Billion-dollar films -- "Avatar: Fire and Ash," "Zootopia 2," and "Lilo and Stitch" each surpassed $1 billion in global box office revenue during 2025. -- "Avatar: Fire and Ash," "Zootopia 2," and "Lilo and Stitch" each surpassed $1 billion in global box office revenue during 2025. Animated franchise impact -- "Zootopia 2" became Hollywood's top-grossing animated film and one of the industry’s all-time top 10, earning over $1.7 billion. -- "Zootopia 2" became Hollywood's top-grossing animated film and one of the industry’s all-time top 10, earning over $1.7 billion. Shanghai Disneyland performance -- The Zootopia-themed land became one of the park’s most popular areas, with a high percentage of guests visiting specifically for this attraction. -- The Zootopia-themed land became one of the park’s most popular areas, with a high percentage of guests visiting specifically for this attraction. Disney Plus performance -- Hits like "Zootopia 2" and "Avatar: Fire and Ash" significantly increased both first streams and total hours of engagement on Disney Plus. -- Hits like "Zootopia 2" and "Avatar: Fire and Ash" significantly increased both first streams and total hours of engagement on Disney Plus. Streaming subscription revenue -- SVOD subscription revenue grew 13%, driven by pricing, growth in North America and international markets, and successful bundle offerings. -- SVOD subscription revenue grew 13%, driven by pricing, growth in North America and international markets, and successful bundle offerings. Streaming profitability -- The streaming segment turned profitable for the...
(RTTNews) - Arthur J. Gallagher & Co. (AJG), Monday announced the acquisition of Hunt Benefits & Associates, Inc., and Tenaglia & Associates, Inc., collectively dba Hunt Financial Group. The financial details of the transaction have not been disclosed. Following the acquisition, Tim Hunt, Tom Tenaglia and their team will remain in their current locations under the direction of Luke Kaplan, U.S. Fi...
(RTTNews) - Arthur J. Gallagher & Co. (AJG), Monday announced the acquisition of Hunt Benefits & Associates, Inc., and Tenaglia & Associates, Inc., collectively dba Hunt Financial Group. The financial details of the transaction have not been disclosed. Following the acquisition, Tim Hunt, Tom Tenaglia and their team will remain in their current locations under the direction of Luke Kaplan, U.S. Financial and Retirement Services Managing Director for Gallagher's employee benefits consulting and brokerage operations. "Hunt Financial Group is an excellent strategic and cultural fit, expanding our niche expertise within our benefits consulting operations," said J. Patrick Gallagher, Jr., Chairman and CEO. In the pre-market hours, AJG is trading at $248.87, down 0.20 percent on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.