Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Target Corp (Symbol: TGT), SiriusXM Holdings Inc (Symbol: SIRI), and WisdomTree Inc (Symbol: WT) will all trade ex-dividend for their respective upcoming dividends. Target Corp will pay its quarterly dividend of $1.14 on 3/1/26, SiriusXM Holdings Inc will pay its quarterly dividend of $0.27 on 2/27/26, and WisdomTree Inc w...
Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Target Corp (Symbol: TGT), SiriusXM Holdings Inc (Symbol: SIRI), and WisdomTree Inc (Symbol: WT) will all trade ex-dividend for their respective upcoming dividends. Target Corp will pay its quarterly dividend of $1.14 on 3/1/26, SiriusXM Holdings Inc will pay its quarterly dividend of $0.27 on 2/27/26, and WisdomTree Inc will pay its quarterly dividend of $0.03 on 2/25/26. As a percentage of TGT's recent stock price of $115.55, this dividend works out to approximately 0.99%, so look for shares of Target Corp to trade 0.99% lower — all else being equal — when TGT shares open for trading on 2/11/26. Similarly, investors should look for SIRI to open 1.25% lower in price and for WT to open 0.19% lower, all else being equal. Below are dividend history charts for TGT, SIRI, and WT, showing historical dividends prior to the most recent ones declared. Target Corp (Symbol: TGT): SiriusXM Holdings Inc (Symbol: SIRI): WisdomTree Inc (Symbol: WT): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 3.95% for Target Corp, 4.98% for SiriusXM Holdings Inc, and 0.76% for WisdomTree Inc. In Monday trading, Target Corp shares are currently up about 4.2%, SiriusXM Holdings Inc shares are off about 4.1%, and WisdomTree Inc shares are up about 1.6% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: SHCR YTD Return PGAL market cap history GLCN YTD Return The views and opinions expressed herein are the views and opinions of the author and do not neces...
A look at the weighted underlying holdings of the Vanguard Health Care ETF (Symbol: VHT) shows an impressive 12.8% of holdings on a weighted basis have experienced insider buying within the past six months. Avantor Inc (Symbol: AVTR), which makes up 0.10% of the Vanguard Health Care ETF (Symbol: VHT), has seen 3 directors and officers purchase shares in the past six months, according to the recent...
A look at the weighted underlying holdings of the Vanguard Health Care ETF (Symbol: VHT) shows an impressive 12.8% of holdings on a weighted basis have experienced insider buying within the past six months. Avantor Inc (Symbol: AVTR), which makes up 0.10% of the Vanguard Health Care ETF (Symbol: VHT), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $21,146,990 worth of AVTR, making it the #91 largest holding. The table below details the recent insider buying activity observed at AVTR: AVTR — last trade: $11.26 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 08/21/2025 Gregory L. Summe Director 100,000 $12.56 $1,256,000 10/30/2025 Gregory L. Summe Director 100,000 $11.25 $1,125,000 11/17/2025 Emmanuel Ligner President and CEO 87,500 $11.35 $993,125 12/05/2025 Sanjeev K. Mehra Director 350,000 $11.09 $3,881,500 And Option Care Health Inc (Symbol: OPCH), the #102 largest holding among components of the Vanguard Health Care ETF (Symbol: VHT), shows 5 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $16,742,822 worth of OPCH, which represents approximately 0.08% of the ETF's total assets at last check. The recent insider buying activity observed at OPCH is detailed in the table below: OPCH — last trade: $34 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 08/20/2025 Harry M. Jansen Kraemer Jr. Director 36,000 $27.15 $977,278 08/21/2025 Timothy P. Sullivan Director 20,000 $27.51 $550,200 08/21/2025 David W. Golding Director 1,000 $27.62 $27,625 08/20/2025 R. Carter Pate Director 750 $27.19 $20,391 09/09/2025 Norman L. Wright Director 3,411 $29.31 $99,976 11/03/2025 Harry M. Jansen Kraemer Jr. Director 38,000 $25.98 $987,392 10 ETFs With Stocks That Insiders Are Buying » Also see: Funds Holding GMAR IVC Insider Buying Institutional Holders of GOVI The views and opinions expressed herein are the vi...
Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Nomad Foods Ltd (Symbol: NOMD), Tsakos Energy Navigation Ltd (Symbol: TEN), and PACCAR Inc. (Symbol: PCAR) will all trade ex-dividend for their respective upcoming dividends. Nomad Foods Ltd will pay its quarterly dividend of $0.17 on 2/26/26, Tsakos Energy Navigation Ltd will pay its semi-annual dividend of $0.50 on 2/19/...
Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Nomad Foods Ltd (Symbol: NOMD), Tsakos Energy Navigation Ltd (Symbol: TEN), and PACCAR Inc. (Symbol: PCAR) will all trade ex-dividend for their respective upcoming dividends. Nomad Foods Ltd will pay its quarterly dividend of $0.17 on 2/26/26, Tsakos Energy Navigation Ltd will pay its semi-annual dividend of $0.50 on 2/19/26, and PACCAR Inc. will pay its quarterly dividend of $0.33 on 3/4/26. As a percentage of NOMD's recent stock price of $12.90, this dividend works out to approximately 1.32%, so look for shares of Nomad Foods Ltd to trade 1.32% lower — all else being equal — when NOMD shares open for trading on 2/11/26. Similarly, investors should look for TEN to open 1.85% lower in price and for PCAR to open 0.26% lower, all else being equal. Below are dividend history charts for NOMD, TEN, and PCAR, showing historical dividends prior to the most recent ones declared. Nomad Foods Ltd (Symbol: NOMD): Tsakos Energy Navigation Ltd (Symbol: TEN): PACCAR Inc. (Symbol: PCAR): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 5.27% for Nomad Foods Ltd, 3.71% for Tsakos Energy Navigation Ltd, and 1.04% for PACCAR Inc.. In Monday trading, Nomad Foods Ltd shares are currently up about 0.3%, Tsakos Energy Navigation Ltd shares are up about 3.4%, and PACCAR Inc. shares are down about 0.1% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: Cash Dividend THWI Insider Buying AZZ Dividend Growth Rate The views and opinions expressed herein...
Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Sensata Technologies Holding PLC (Symbol: ST), Kenvue Inc (Symbol: KVUE), and Winmark Corp (Symbol: WINA) will all trade ex-dividend for their respective upcoming dividends. Sensata Technologies Holding PLC will pay its quarterly dividend of $0.12 on 2/25/26, Kenvue Inc will pay its quarterly dividend of $0.2075 on 2/25/26...
Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Sensata Technologies Holding PLC (Symbol: ST), Kenvue Inc (Symbol: KVUE), and Winmark Corp (Symbol: WINA) will all trade ex-dividend for their respective upcoming dividends. Sensata Technologies Holding PLC will pay its quarterly dividend of $0.12 on 2/25/26, Kenvue Inc will pay its quarterly dividend of $0.2075 on 2/25/26, and Winmark Corp will pay its quarterly dividend of $0.96 on 3/2/26. As a percentage of ST's recent stock price of $35.99, this dividend works out to approximately 0.33%, so look for shares of Sensata Technologies Holding PLC to trade 0.33% lower — all else being equal — when ST shares open for trading on 2/11/26. Similarly, investors should look for KVUE to open 1.14% lower in price and for WINA to open 0.21% lower, all else being equal. When an S&P 1500 component reaches 20 years of dividend increases, it becomes a contender to join the elite "Dividend Aristocrats" index. Winmark Corp (Symbol: WINA) is a "future dividend aristocrats contender," with 15+ years of increases. Below are dividend history charts for ST, KVUE, and WINA, showing historical dividends prior to the most recent ones declared. Sensata Technologies Holding PLC (Symbol: ST): Kenvue Inc (Symbol: KVUE): Winmark Corp (Symbol: WINA): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.33% for Sensata Technologies Holding PLC, 4.58% for Kenvue Inc, and 0.85% for Winmark Corp. In Monday trading, Sensata Technologies Holding PLC shares are currently up about 1.5%, Kenvue Inc shares are up about 0.3%, and W...
Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Home BancShares Inc (Symbol: HOMB), Univest Financial Corp (Symbol: UVSP), and Northeast Bank (Symbol: NBN) will all trade ex-dividend for their respective upcoming dividends. Home BancShares Inc will pay its quarterly dividend of $0.21 on 3/4/26, Univest Financial Corp will pay its quarterly dividend of $0.22 on 2/25/26, ...
Looking at the universe of stocks we cover at Dividend Channel, on 2/11/26, Home BancShares Inc (Symbol: HOMB), Univest Financial Corp (Symbol: UVSP), and Northeast Bank (Symbol: NBN) will all trade ex-dividend for their respective upcoming dividends. Home BancShares Inc will pay its quarterly dividend of $0.21 on 3/4/26, Univest Financial Corp will pay its quarterly dividend of $0.22 on 2/25/26, and Northeast Bank will pay its quarterly dividend of $0.01 on 2/25/26. As a percentage of HOMB's recent stock price of $30.59, this dividend works out to approximately 0.69%, so look for shares of Home BancShares Inc to trade 0.69% lower — all else being equal — when HOMB shares open for trading on 2/11/26. Similarly, investors should look for UVSP to open 0.61% lower in price and for NBN to open 0.01% lower, all else being equal. Below are dividend history charts for HOMB, UVSP, and NBN, showing historical dividends prior to the most recent ones declared. Home BancShares Inc (Symbol: HOMB): Univest Financial Corp (Symbol: UVSP): Northeast Bank (Symbol: NBN): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 2.75% for Home BancShares Inc, 2.46% for Univest Financial Corp, and 0.03% for Northeast Bank. In Monday trading, Home BancShares Inc shares are currently up about 1.7%, Univest Financial Corp shares are up about 1.1%, and Northeast Bank shares are up about 2.9% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: MNM Options Chain Funds Holding BTB Institutional Holders of PSIX The views and opinions expr...
Looking at the universe of stocks we cover at Dividend Channel , on 2/11/26, SLB Ltd (Symbol: SLB) will trade ex-dividend, for its quarterly dividend of $0.295, payable on 4/2/26. As a percentage of SLB's recent stock price of $50.70, this dividend works out to approximately 0.58%, so look for shares of SLB Ltd to trade 0.58% lower — all else being equal — when SLB shares open for trading on 2/11/...
Looking at the universe of stocks we cover at Dividend Channel , on 2/11/26, SLB Ltd (Symbol: SLB) will trade ex-dividend, for its quarterly dividend of $0.295, payable on 4/2/26. As a percentage of SLB's recent stock price of $50.70, this dividend works out to approximately 0.58%, so look for shares of SLB Ltd to trade 0.58% lower — all else being equal — when SLB shares open for trading on 2/11/26. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from SLB is likely to continue, and whether the current estimated yield of 2.33% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of SLB shares, versus its 200 day moving average: Looking at the chart above, SLB's low point in its 52 week range is $31.11 per share, with $51.67 as the 52 week high point — that compares with a last trade of $50.50. In Monday trading, SLB Ltd shares are currently up about 2.4% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
This morning a "Potential Dividend Run Alert" went out for Johnson & Johnson (NYSE: JNJ), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept...
This morning a "Potential Dividend Run Alert" went out for Johnson & Johnson (NYSE: JNJ), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 1.30 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 1.30 the next day, then effectively, buyers would effectively be paying 1.30 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure for the stoc...
jetcityimage/iStock Editorial via Getty Images U.S. biotech Iambic on Monday announced a multi-year agreement that could potentially be worth more than $1.7B with Takeda ( TAK ) to develop small molecule drugs leveraging its AI-led drug discovery technologies. As part of the partnership, the duo will utilize Iambic’s AI drug discovery models to advance a group of small-molecule drugs initially in ...
jetcityimage/iStock Editorial via Getty Images U.S. biotech Iambic on Monday announced a multi-year agreement that could potentially be worth more than $1.7B with Takeda ( TAK ) to develop small molecule drugs leveraging its AI-led drug discovery technologies. As part of the partnership, the duo will utilize Iambic’s AI drug discovery models to advance a group of small-molecule drugs initially in the gastrointestinal and inflammation therapeutic areas. Under the deal, the Japanese drugmaker will also get access to NeuralPLexer, Iambic’s predictive model for protein and protein-ligand structures. Per the terms, the San Diego-based biotech is eligible to receive upfront research costs and technology access payments in addition to milestone payments that could exceed $1.7B from Takeda ( TAK ). The company is also entitled to royalties on net sales of any products commercialized under the deal. More on Takeda Pharmaceutical Takeda Tests New Highs, But Struggles To Find Entyvio Successor Takeda Pharmaceutical Company Limited (TAK) Q3 FY2025 Earnings Call Transcript Takeda Pharmaceutical Company Limited (TAK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Alvotech higher on positive data backing biosimilar to Takeda’s Entyvio Takeda Pharmaceutical Non-GAAP EPS of ¥428.00, revenue of ¥3411.2B; updates FY26 outlook
Robert Way/iStock Editorial via Getty Images Investment Rating Update - “Buy” It's unusual to see Nvidia Corporation ( NVDA ) stock lagging behind the market's expansion for such a prolonged time, but we're witnessing exactly that over the past 6 months : Seeking Alpha Although NVDA soared by almost 8% on Friday (02/06/2026), the quotes are still 12-13% off the 52-week highs. We can argue about th...
Robert Way/iStock Editorial via Getty Images Investment Rating Update - “Buy” It's unusual to see Nvidia Corporation ( NVDA ) stock lagging behind the market's expansion for such a prolonged time, but we're witnessing exactly that over the past 6 months : Seeking Alpha Although NVDA soared by almost 8% on Friday (02/06/2026), the quotes are still 12-13% off the 52-week highs. We can argue about the reasons behind NVDA's lag, but I think the main question is, “Are we going to see continued investments in chips, racks, and everything related to AI over the next 2-3-5 years?” The latest plans revealed by major tech companies justify a “yes” to that question, in my opinion, so the secular bullish story for Nvidia is here to stay. After doing a preview analysis on Nvidia, I came to the conclusion that the stock is valued reasonably ahead of the upcoming report in 2 weeks (2/25/2026) and that the consolidation phase that the stock has been going through for the past weeks is likely to be broken to the upside. In other words, I strongly believe we're going to see yet another strong quarter from the largest GPU maker, and that's why I'm not willing to change my Buy rating to anything else as of today. Big CAPEX - Nvidia's Bullish Confirmation What drove up Nvidia's fundamentals over the past few years? The solid demand for their main selling products, I guess you'd say. And you would be right. But what's behind that demand? Based on Oxford Reference's definition , demand is the ability and desire to buy goods and services. The “ability” is key here because it's not enough to just desire. All this looks logical and quite simple, but I think that's exactly what many investors, who might have sold their NVDA holdings over the past two calendar quarters, have missed. Based on Nvidia's filings and other sources , there were 2 companies that brought in almost 40% of revenues in late 2025. And we can guess which companies. For those companies, the orders for Nvidia's chips and rac...
Robert Way/iStock Editorial via Getty Images Investment Rating Update - “Buy” It's unusual to see Nvidia Corporation ( NVDA ) stock lagging behind the market's expansion for such a prolonged time, but we're witnessing exactly that over the past 6 months : Seeking Alpha Although NVDA soared by almost 8% on Friday (02/06/2026), the quotes are still 12-13% off the 52-week highs. We can argue about th...
Robert Way/iStock Editorial via Getty Images Investment Rating Update - “Buy” It's unusual to see Nvidia Corporation ( NVDA ) stock lagging behind the market's expansion for such a prolonged time, but we're witnessing exactly that over the past 6 months : Seeking Alpha Although NVDA soared by almost 8% on Friday (02/06/2026), the quotes are still 12-13% off the 52-week highs. We can argue about the reasons behind NVDA's lag, but I think the main question is, “Are we going to see continued investments in chips, racks, and everything related to AI over the next 2-3-5 years?” The latest plans revealed by major tech companies justify a “yes” to that question, in my opinion, so the secular bullish story for Nvidia is here to stay. After doing a preview analysis on Nvidia, I came to the conclusion that the stock is valued reasonably ahead of the upcoming report in 2 weeks (2/25/2026) and that the consolidation phase that the stock has been going through for the past weeks is likely to be broken to the upside. In other words, I strongly believe we're going to see yet another strong quarter from the largest GPU maker, and that's why I'm not willing to change my Buy rating to anything else as of today. Big CAPEX - Nvidia's Bullish Confirmation What drove up Nvidia's fundamentals over the past few years? The solid demand for their main selling products, I guess you'd say. And you would be right. But what's behind that demand? Based on Oxford Reference's definition , demand is the ability and desire to buy goods and services. The “ability” is key here because it's not enough to just desire. All this looks logical and quite simple, but I think that's exactly what many investors, who might have sold their NVDA holdings over the past two calendar quarters, have missed. Based on Nvidia's filings and other sources , there were 2 companies that brought in almost 40% of revenues in late 2025. And we can guess which companies. For those companies, the orders for Nvidia's chips and rac...
Bangladesh’s election campaign entered its final day on Monday before this week’s vote, with rival parties invoking the 2024 uprising that ended the autocratic rule of Sheikh Hasina. Tens of thousands of flag-waving supporters attended a succession of rival rallies across the sprawling capital Dhaka, as parties sought to harness the legacy of the mass uprising and pitch competing visions of change...
Bangladesh’s election campaign entered its final day on Monday before this week’s vote, with rival parties invoking the 2024 uprising that ended the autocratic rule of Sheikh Hasina. Tens of thousands of flag-waving supporters attended a succession of rival rallies across the sprawling capital Dhaka, as parties sought to harness the legacy of the mass uprising and pitch competing visions of change for the country of 170 million in Thursday’s election. The South Asian nation will elect a 350-seat parliament, with the Bangladesh Nationalist Party (BNP) – led by Tarique Rahman, who returned in December after 17 years in exile – widely tipped as a front runner. Advertisement The BNP’s key rival is Jamaat-e-Islami, Bangladesh’s largest Islamist party that is led by Shafiqur Rahman and has allied with the National Citizen Party (NCP) that was formed by student leaders who spearheaded the uprising. Prime ministerial hopeful Tarique Rahman appeared confident as he bounced on stage to address a crowd of thousands of BNP loyalists who waved flags and the party symbol, a sheaf of rice, and greeted their leader as if at a rock concert. Advertisement “The BNP alone has a plan to run the country and the experience to do so,” he said, referring to his late parents, Ziaur Rahman and Khaleda Zia, who both led the nation.
Bitcoin could fall to as low as $40,000, Zacks Investment Research Chief Equity Strategist John Blank says. "A Bitcoin winter is 12 to 18 months long," Blank told CNBC on Feb. 2. "These are well-understood technical features. So, at $76,000 from $125,000, which was the peak, we can get to $40,000." Blank said the $40,000 target was based on a megaphone chart pattern formed by the highs and lows of...
Bitcoin could fall to as low as $40,000, Zacks Investment Research Chief Equity Strategist John Blank says. "A Bitcoin winter is 12 to 18 months long," Blank told CNBC on Feb. 2. "These are well-understood technical features. So, at $76,000 from $125,000, which was the peak, we can get to $40,000." Blank said the $40,000 target was based on a megaphone chart pattern formed by the highs and lows of previous cycles. Don't Miss: Blank said Bitcoin could reach the level "very quickly" or "over the next six to eight months," depending on when large players such as Strategy (NASDAQ:MSTR) are forced to sell. Trade cryptocurrency and stocks on Kraken Pro, an advanced trading platform offered by Kraken, one of the world's most established cryptocurrency exchanges. The platform offers advanced order type and deep liquidity to help users execute complex strategies with precision. Kraken Pro is free to access with a Kraken account. Blank’s remarks come as Bitcoin has had a painful start to the year, leaving many investors, including Strategy, underwater. The asset fell as low as $60,000 on Feb. 6 before reversing sharply to most recently trade at $71,000. Still, it is down nearly 19% year-to-date. Trending: Wall Street's $12B Real Estate Manager Is Opening Its Doors to Individual Investors — Without the Crowdfunding Middlemen While Strategy CEO Phong Le has said the company has nothing to worry about unless Bitcoin crashes to $8,000 and stays there for five to six years, Blank cautioned against putting too much stock in public-facing statements. "He’s going to talk one game and play another, right?" Blank said, referring to Strategy Chair Michael Saylor. "He’s a trader. I’ve noticed many, many traders, [I] work with a lot of them in the company I’m in, they’ll say one thing, but if the market turns against [them] three days later, they’re doing a different trade." Blank told CNBC the cryptocurrency market was lacking a catalyst, citing recent uncertainty over stablecoin legisla...
As any political adviser worth their salt will attest, it’s never too soon to start privately preparing for your candidate’s future leadership bid. Yet going too early with registering that all-important website risks telegraphing one’s intentions even before the starting gun has fired. Whoever is behind the site bearing her name, Angela Rayner is now facing awkward questions after it emerged that...
As any political adviser worth their salt will attest, it’s never too soon to start privately preparing for your candidate’s future leadership bid. Yet going too early with registering that all-important website risks telegraphing one’s intentions even before the starting gun has fired. Whoever is behind the site bearing her name, Angela Rayner is now facing awkward questions after it emerged that an unfinished site apparently touting her for Labour’s top job had briefly appeared online. Rayner’s team has dismissed the discovery as a “false flag” operation, but it does not appear to have been deliberately shared or leaked to journalists or political figures. The appearance of a site under construction in these circumstances is rare – but there is a long history of URLs being registered. In this case, the domain angelaforleader.co.uk was secured within minutes of the apparent publishing error. In other cases, URLs have been locked down to prevent proxies for a rival ‘squatting’ on a web address, or to get in ahead of online registrars who routinely buy domain names with a view to selling them later at a profit. In recent years though, various Conservative civil wars have meant that it has been Tory politicians who have been getting ready for contests by snapping up domain names at an advanced stage. Here are some of the most high-profile instances of would-be leaders jumping the gun.
J Studios/DigitalVision via Getty Images By Michiel Tukker, Senior European Rates Strategist The record supply in 2026 will be more than the price-insensitive demand Markets did well to absorb the first wave of issuance in January, but our analysis suggests rates may have to rise further. In 2026, we face a record-high €930bn net supply of European government bonds. Government issuance accounts fo...
J Studios/DigitalVision via Getty Images By Michiel Tukker, Senior European Rates Strategist The record supply in 2026 will be more than the price-insensitive demand Markets did well to absorb the first wave of issuance in January, but our analysis suggests rates may have to rise further. In 2026, we face a record-high €930bn net supply of European government bonds. Government issuance accounts for around €550bn in 2026, whilst the European Central Bank’s Quantitative Tightening (QT) programme is expected to add another €380bn of supply for the market to absorb. A record amount of government bond supply is set to hit markets in 2026 Price-sensitive vs. price-insensitive demand In our analysis, we distinguish between price-sensitive demand and price-insensitive demand. Price-sensitive buyers will want to see higher yields before they're willing to step in. In contrast, price-insensitive demand is often driven by regulatory frameworks. For banks and pension funds, for example, we see that the demand for government bonds is closely linked to asset growth. This demand is likely to be relatively price-insensitive. On the other hand, investment funds, for instance, are less bound by regulatory frameworks, and their demand is more likely driven by yield levels. A bottom-up sector analysis suggests a demand shortfall of €230bn for government bonds We estimate the price-insensitive demand for government bonds to be around €700bn, which leaves €220bn to be absorbed by more price-sensitive buying. Banks will continue to be the biggest price-insensitive buyer in the eurozone as they need to replenish the outflow of central bank reserves. But to find additional demand from more price-sensitive investors, like investment funds, yields may have to turn more attractive. This supports our view that 10Y Bund yields will still drift higher and hit 3.1% by the end of 2026. In the following analysis, we dive deeper into each sector’s demand drivers. Banks continue to play a key role in ...
felixmizioznikov/iStock Editorial via Getty Images Introduction Philip Morris International Inc. ( PM ) reported the results for Q4 and full-year 2025 last Friday, with shares having reacted rather neutrally as opposed to the negative reactions following the release of the last two reports. I've covered the leader in smoke-free nicotine products regularly here on Seeking Alpha, the last time back ...
felixmizioznikov/iStock Editorial via Getty Images Introduction Philip Morris International Inc. ( PM ) reported the results for Q4 and full-year 2025 last Friday, with shares having reacted rather neutrally as opposed to the negative reactions following the release of the last two reports. I've covered the leader in smoke-free nicotine products regularly here on Seeking Alpha, the last time back in October after the company released its Q3 2025 results. In this update, I'll offer my opinion on Philip Morris' latest results, with a particular focus on the main driver of its premium valuation: the smoke-free products segments. At a price of currently $183 per share, PM stock trades at a forward price-to-earnings ratio of almost 22, the market clearly expects the company to continue driving forward what was previously unimaginable: returning a business model that has been in decline since the 1970s to meaningful growth. Philip Morris Q4 2025 Earnings Review: Onward And Upward For Q4 of 2025, Philip Morris reported adjusted diluted earnings per share ( EPS ) of $1.70 and net revenues of $10.36 billion, both in line with estimates and representing year-over-year growth of 10% and 6.7%, respectively. Organic revenue growth in Q4 was 3.7%. On a full-year basis, the company reported adjusted diluted EPS of $7.54, up almost 15% year-over-year, including a one percentage point currency-related tailwind. This kind of growth sounds unreal for a tobacco company, and is understandably attributable to Philip Morris' continued solid performance in the smoke-free segment but also a legacy business that continues to hold up remarkably well. But before we dive into the discussion of the operational performance, let's briefly review EPS adjustments – which are regularly seen with Philip Morris and to which I have devoted an entire article . For Q4 2025, and leaving currency effects aside, PMI adjusted diluted GAAP EPS upward by $0.33, or almost by 22%. A detailed reconciliation of the...
Microsoft Corp. shares were downgraded for the second time in less than a week as Wall Street grows increasingly wary about the potential disruption software stocks face from artificial intelligence. Melius Research cut the stock to hold from buy on Monday, citing concerns about capex spending and Microsoft’s Copilot-branded products which are its main vehicle for selling AI software tools to offi...
Microsoft Corp. shares were downgraded for the second time in less than a week as Wall Street grows increasingly wary about the potential disruption software stocks face from artificial intelligence. Melius Research cut the stock to hold from buy on Monday, citing concerns about capex spending and Microsoft’s Copilot-branded products which are its main vehicle for selling AI software tools to office workers. The move follows a similar downgrade from Stifel late last week, with analysts warning about the pace of growth in its Azure cloud-computing business. “Due to things like Cowork from Anthropic, Microsoft’s powerful 365 suite could see challenges and may need to give Copilot away just to stay relevant — hurting growth and margins in its most profitable Productivity segment,” wrote Melius analyst Ben Reitzes . “This reality will consume internal capacity of Azure, limiting beats there too.” The downgrades come at a time when investors are increasing nervous about the long-term prospects of software writ large, with AI tools from companies like Anthropic seen as a major disruptive force and a potentially permanent headwind to growth. A Goldman Sachs basket of software stocks has tumbled more than 14% since late January. Shares of Microsoft rose as much as 2.4% on Monday, although they are down more than 24% from an October peak. Read more: AI Fear Grips Wall Street as a New Stock Market Reality Sets In Much of the stock’s weakness follows Microsoft’s results from earlier this month, which resulted in a historic selloff in the stock given after analysts raised concerns about pace of growth in Microsoft’s Azure cloud-computing business, and the heavy amount it is spending on artificial intelligence. For Reitzes , Microsoft is in a lose-lose situation, as it “needs to increase its capex markedly” in order to keep pace with Alphabet and Amazon. This means free cash flow “may take another hit.” However, if it doesn’t increase spending now, he added, “it reflects either ...
An unfinished website claiming to launch Angela Rayner’s Labour leadership campaign was published temporarily in January, prompting further speculation that the former deputy prime minister could be gearing up for a contest to replace Keir Starmer. The Guardian was alerted to the website, which appeared to be under construction, by a source in the IT industry – before the US Department of Justice’...
An unfinished website claiming to launch Angela Rayner’s Labour leadership campaign was published temporarily in January, prompting further speculation that the former deputy prime minister could be gearing up for a contest to replace Keir Starmer. The Guardian was alerted to the website, which appeared to be under construction, by a source in the IT industry – before the US Department of Justice’s latest release of documents on convicted sex offender Jeffrey Epstein. It was published, seemingly by accident, on a “staging site”, before being removed from the internet. Meanwhile, the domain name angelaforleader.co.uk was registered within minutes of the apparent publishing error, at 9.48am on 27 January, with the same company – Webfusion – as her official parliamentary site. Rayner has denied any links to the website, with her team dismissing it as a “fake” that had neither been commissioned by her, nor with her knowledge, while one ally described it as a “false flag” operation. The news comes with Starmer’s position under severe pressure after the departure of his chief of staff Morgan McSweeney and calls for his resignation from Anas Sarwar, Labour’s leader in Scotland. The prime minister has struggled to contain anger over his appointment of Peter Mandelson as US ambassador, with some within the Labour party asking who might take over should he be brought down by the scandal. View image in fullscreen Another screengrab from the unfinished website, laying out Rayner’s reasons for running for the Labour leadership Sources have told the Guardian that Rayner has been planning for a potential leadership campaign for months, including conducting private polling, raising funds and discussing strategy. However, allies insisted she had no intention of moving against Starmer. One ally suggested the site might have been created with the intention of leaking it online in an effort to damage her chances of a future leadership bid. “This is a crass false-flag operation, obvious...
Anna Moneymaker/Getty Images News National Economic Council Director Kevin Hassett expects that jobs numbers could be subdued as productivity surges and the labor supply declines, he said on Monday during a broadcast interview. The Bureau of Labor Statistics January Employment Situation report is due out on Wednesday, a slight delay from the short partial government shutdown last week. On the posi...
Anna Moneymaker/Getty Images News National Economic Council Director Kevin Hassett expects that jobs numbers could be subdued as productivity surges and the labor supply declines, he said on Monday during a broadcast interview. The Bureau of Labor Statistics January Employment Situation report is due out on Wednesday, a slight delay from the short partial government shutdown last week. On the positive side, GDP growth, which typically fuels labor demand, "is through the roof," he said in an interview on CNBC. "Even with a revised down GDPNow, we're looking at 4% growth into the end of the year, 3% for the year as a whole." "I think you should expect slightly smaller job numbers," Hassett said. "One shouldn't panic if you see a sequence of numbers that are lower than you're used to because, again, population growth is going down and productivity growth is skyrocketing. It's an unusual set of circumstances." The consensus of economists estimates that ~67K jobs were added in January, up from 50K the BLS initially estimated for December. The unemployment rate is expected to remain at 4.4%. With immigration significantly restricted, "the breakeven job number is quite a bit lower than it was under Joe Biden," when immigration was much higher, he said. "The open question really is: What's going to happen to jobs as productivity goes up?" Hasset commented. "And I think there's a chance that job creation lags as productivity skyrockets, GDP skyrockets. I think that kind of transition could happen." As for the potential for another partial government shutdown as the White House and lawmakers wrangle over funding for the Department of Homeland Security, which includes Immigration and Customs Enforcement, "It really feels like the government shutdown game is behind us," he said. "I know that there's a few things to be worked out in the end, but I don't think I've talked to anybody on either side of the aisle that is interested in having another government shutdown," Hassett add...
BlackJack3D Cryptocurrency investment product outflows slowed to $187M for the week ending February 6, registering the third consecutive week of outflows, as Bitcoin ( BTC-USD ) was the only packet of negative sentiment. Bitcoin recorded outflows of $264M last week, according to a CoinShares report. On the other hand, XRP, Solana ( SOL-USD ), and Ethereum ( ETH-USD ) led the inflows, totaling $63....
BlackJack3D Cryptocurrency investment product outflows slowed to $187M for the week ending February 6, registering the third consecutive week of outflows, as Bitcoin ( BTC-USD ) was the only packet of negative sentiment. Bitcoin recorded outflows of $264M last week, according to a CoinShares report. On the other hand, XRP, Solana ( SOL-USD ), and Ethereum ( ETH-USD ) led the inflows, totaling $63.1M, $8.2M, and $5.3M, respectively. XRP is the most successful asset year-to-date, with inflows of $109M. “Flows are typically coincident with crypto price movements; changes in the pace of outflows have historically been more informative, often signaling inflection points in investor sentiment. The recent deceleration in outflows therefore suggests that a potential market nadir may have been reached,” said James Butterfill, CoinShares’ Head of Research. According to the weekly report, the latest price correction pushed total assets under management (AuM) down to $129.8B, the lowest level since the announcement of US tariffs in March 2025. On the other hand, trading activity was exceptionally strong, with ETP volumes reaching a record $63.1B for the week, exceeding the previous high of $56.4B set in October last year. Sentiment was positive across several regions, with Germany, Switzerland, Canada, and Brazil recording inflows of $87.1M, $30.1M, $21.4M, and $16.7M, respectively. More on Bitcoin USD HODL: Bitcoin Showing Clear Signs Of Intrinsic Value? This Week's Market Wrap: Crypto Shock, Software Slump, And The AI Repricing Cycle Bitcoin To 0? Challenging Burry's Thesis Bitcoin falls below $70K once again Power stays with Trump administration parents while their kids mint crypto fortunes
Susumu Yoshioka/DigitalVision via Getty Images Introduction Crown Holdings ( CCK ), one of the largest aluminum beverage can producers in the world, upgraded its 2025 guidance multiple times last year. Therefore, it wasn’t a surprise to see a rather strong FY 2025 result, and I am pleased to see the guidance for 2026 is also quite strong. This reinforces the ‘buy’ rating as the stock remains attra...
Susumu Yoshioka/DigitalVision via Getty Images Introduction Crown Holdings ( CCK ), one of the largest aluminum beverage can producers in the world, upgraded its 2025 guidance multiple times last year. Therefore, it wasn’t a surprise to see a rather strong FY 2025 result, and I am pleased to see the guidance for 2026 is also quite strong. This reinforces the ‘buy’ rating as the stock remains attractive at its current high single-digit percentage free cash flow yield. Data by YCharts Strong Free Cash Flows in 2025 Paved the Way for a Rapid Share Count Reduction While we still have to wait for the company to publish its detailed financial statements for 2025, the recently published update already contained all the useful elements to determine how attractive Crown Holdings is. In the final quarter of 2025, the total revenue came in at approximately $3.13B , on which the company generated an operating income of approximately $374 million. After taking care of some non-recurring items, the EBIT was approximately $353M. And although this represents a decrease of in excess of 40% compared to the final quarter of 2024, as the income statement below shows, there was a nonrecurring $275M gain that was recorded during that 2024 quarter. So if we were to compare apples to apples, the EBIT increased by a low single-digit percentage in the final quarter of 2025 compared to the preceding year. CCK Investor Relations As the income statement above shows, this resulted in a net profit of $150M for Q4 2025, and divided by the decreased share count of less than 114 million shares, the earnings per share came in at $1.32. Taking a step back and looking at the full-year result, we see a revenue increase of almost 5%, resulting in an almost 10% increase in the operating income. The bottom-line result was also much stronger, with an earnings per share of $6.41 compared to the $3.56 per share in FY 2024. The company also publishes its adjusted net profit (shown below), which accounts for no...