Israel’s President Isaac Herzog continues his tour of Australia today, after protests flared in Sydney overnight. Meanwhile, local data center group Firmus has locked in $10 billion in loans, as Australia has become the third-biggest investment destination for AI. The local bourse is set to open slightly in the green. - Paul-Alain Hunt, Metals and Mining Reporter. What’s happening now Herzog’s vis...
Israel’s President Isaac Herzog continues his tour of Australia today, after protests flared in Sydney overnight. Meanwhile, local data center group Firmus has locked in $10 billion in loans, as Australia has become the third-biggest investment destination for AI. The local bourse is set to open slightly in the green. - Paul-Alain Hunt, Metals and Mining Reporter. What’s happening now Herzog’s visit to Australia continues today, after pro-Palestine protesters clashed with police in Sydney overnight. Twenty-seven people were arrested as thousands of people gathered near Town Hall, local authorities said. NSW Premier Chris Minns said police had done everything possible to avoid confrontations with protestors. Herzog urged Canberra to step up efforts to combat antisemitism while on a controversial tour of Australia, saying leaders must speak out clearly and consistently against antisemitism. Macquarie Group’s third-quarter profit was supported by its commodities and global markets division as well as a strong performance in its asset management unit. Elsewhere, the profit contribution at the firm’s banking and financial services unit was “slightly up”. CEO Shemara Wikramanayake will be among senior staff fronting an operational briefing later Tuesday. Australia-based AI infrastructure company Firmus nabbed a $10 billion loan from a group including Blackstone-led funds to boost its data center rollout in one of the country’s largest private credit financings. Australia’s become the world’s third-largest AI investment destination behind the US and China, according to Commonwealth Bank of Australia. Australia’s digital regulator said it’s testing Roblox Corp.’s compliance with its own commitments to keep kids safe as concerns grow about potential child grooming and sexual exploitation on the platform . Meanwhile, Australia’s imposed a 10% tariff on steel ceiling frames from China, following an investigation by the nation’s Anti-Dumping Commission. New Zealand is shortlist...
The government has said it will set out further details on how it plans to deal with any deficits built up from April 2026 to April 2028, when the statutory override is due to expire, in the upcoming Schools White Paper.
The government has said it will set out further details on how it plans to deal with any deficits built up from April 2026 to April 2028, when the statutory override is due to expire, in the upcoming Schools White Paper.
Bloomberg News Health Reporter Madison Muller reports on the latest on Novo's lawsuit. - Novo Nordisk said it’s suing Hims & Hers Health Inc. for making knock-offs of its obesity medicines, even as Hims scrapped plans to sell a copycat version of the Wegovy pill. Hims is breaching the US patent on semaglutide, the active ingredient in Novo’s blockbuster obesity treatments, Novo argued Monday. The ...
Bloomberg News Health Reporter Madison Muller reports on the latest on Novo's lawsuit. - Novo Nordisk said it’s suing Hims & Hers Health Inc. for making knock-offs of its obesity medicines, even as Hims scrapped plans to sell a copycat version of the Wegovy pill. Hims is breaching the US patent on semaglutide, the active ingredient in Novo’s blockbuster obesity treatments, Novo argued Monday. The US lawsuit attacks not only Hims’ new strategy to launch a copycat pill but also goes after shots that mimic Wegovy and its sister drug Ozempic. The move marks a more aggressive approach for Novo under Chief Executive Officer Mike Doustdar. Until now, the drugmaker’s legal strategy focused on the way that companies like Hims market their products. Novo said this is the first time it has sued over patent infringement for compounded semaglutide. (Source: Bloomberg)
Today, Feb. 9, 2026, investors weigh a sharp earnings stumble against cost cuts, asset plans, and a cautiously brighter 2026 outlook. Expand NYSE : CLF Cleveland-Cliffs Today's Change ( -16.46 %) $ -2.42 Current Price $ 12.30 Key Data Points Market Cap $8.4B Day's Range $ 11.03 - $ 13.31 52wk Range $ 5.63 - $ 16.70 Volume 2.5M Avg Vol 16M Gross Margin -429.60 % Cleveland-Cliffs (CLF 16.46%), North...
Today, Feb. 9, 2026, investors weigh a sharp earnings stumble against cost cuts, asset plans, and a cautiously brighter 2026 outlook. Expand NYSE : CLF Cleveland-Cliffs Today's Change ( -16.46 %) $ -2.42 Current Price $ 12.30 Key Data Points Market Cap $8.4B Day's Range $ 11.03 - $ 13.31 52wk Range $ 5.63 - $ 16.70 Volume 2.5M Avg Vol 16M Gross Margin -429.60 % Cleveland-Cliffs (CLF 16.46%), North America's largest flat-rolled steel producer, closed Monday at $12.30, down 16.46%. The stock fell after Q4 2025 results showed a revenue miss and full-year net loss. Investors are also watching the company’s 2026 shipment and cost outlook. Trading volume reached 55.2 million shares, coming in about 238% above compared with its three-month average of 16.3 million shares. Cleveland-Cliffs IPO'd in 1987 and has grown 615% since going public. How the markets moved today The S&P 500 (^GSPC +0.47%) added 0.47% to finish Monday at 6,965, while the Nasdaq Composite (^IXIC +0.90%) climbed 0.90% to close at 23,239. Within the steel industry, peer Nucor (NUE +0.09%) closed at $193.16, up 0.17%, underscoring how company-specific earnings news is driving dispersion among steel producers. What this means for investors Cleveland-Cliffs reported fourth-quarter revenue of $4.3 billion. That was flat year over year, and missed Wall Street’s consensus for sales of $4.6 billion. The company ended the year with a net loss of over $1.4 billion, helping to push the stock lower. Management spoke optimistically about 2026, however. The company expects steel shipments to rise by more than 3% which, along with cost-cutting moves, could help drive some recovery in margins. One wildcard is a pending strategic partnership with South Korea’s Posco Holdings (PKX +0.44%). Expectations are for a definitive agreement to be announced in the first half of 2026. Cliffs CEO Lourenco Goncalves teased the potential new arrangement, stating, “The duration of these negotiations reflects the seriousness and potenti...
Competition in the theme park business is heating up. Can Disney maintain its competitive advantage? The competition in the theme park business has intensified in recent years, and the opening of Universal Studios' much-anticipated Epic Universe in Orlando is a great example of it. In this video, longtime Motley Fool analysts Rick Munarriz and Matt Frankel discuss whether Disney (DIS 1.32%) is doi...
Competition in the theme park business is heating up. Can Disney maintain its competitive advantage? The competition in the theme park business has intensified in recent years, and the opening of Universal Studios' much-anticipated Epic Universe in Orlando is a great example of it. In this video, longtime Motley Fool analysts Rick Munarriz and Matt Frankel discuss whether Disney (DIS 1.32%) is doing a good job of staying competitive. *Stock prices used were the morning prices of Feb. 3, 2026. The video was published on Feb.4, 2026.
Palantir (PLTR) recently posted fourth-quarter 2025 results that trounced analyst estimates. Revenue grew 70% to $1.41 billion, while adjusted EPS came in at $0.25 against expectations of $0.23. Full-year revenue came in at $4.48 billion, with management expecting 2026 revenue at $7.19 billion, up 61% year-over-year (YOY). That's almost $1 billion more than what the consensus penciled in earlier. ...
Palantir (PLTR) recently posted fourth-quarter 2025 results that trounced analyst estimates. Revenue grew 70% to $1.41 billion, while adjusted EPS came in at $0.25 against expectations of $0.23. Full-year revenue came in at $4.48 billion, with management expecting 2026 revenue at $7.19 billion, up 61% year-over-year (YOY). That's almost $1 billion more than what the consensus penciled in earlier. As one would expect, PLTR stock surged on the report, but this didn't last for long. Shares are down 3% over the past five days and the reaction tells you everything about where Palantir sits in the market's imagination. The stock is loved for its fundamentals and feared for its valuation. Should you chase the execution and buy the stock at a discount, or is PLTR going even lower? Let's take a look at what has been happening. Palantir Shatters Analyst Expectations U.S. commercial revenue exploded 137% YOY in Q4, reaching $507 million, while total U.S. revenue grew 93% YOY to $1.08 billion. For the full year, U.S. commercial revenue more than doubled, rising 109% to $1.47 billion. What makes these figures genuinely remarkable is the customer behavior underneath them. Palantir's customer count climbed 34% YOY to 954. Not only that, the company closed $4.26 billion in contracts during Q4 alone, up 138% YOY. Existing clients are quadrupling and quintupling their commitments. This proves that once Palantir gets its foot in the door, it can start taking over operations at both businesses and government institutions very rapidly. It's a win-win for both Palantir and its clients, with one shipbuilder slashing their planning time from 160 hours to 10 minutes. A boost like that makes up for very sticky customer relationships and opens the door for further deals. Moreover, adjusted free cash flow for Q4 hit $791 million at a 56% margin. For the full year, the metric reached $2.27 billion at a 51% margin. These figures are truly unbelievable, even for a software company. Why the Market...
A steadily building wall of maturing property debt in the US is finally letting up as the outlook for commercial real estate improves. Commercial and multifamily real estate debt maturities are expected to decline 9% this year — to $875 billion — from $957 billion last year, according to a report from the Mortgage Bankers Association. The group’s forecast shows a steady decline in annual maturitie...
A steadily building wall of maturing property debt in the US is finally letting up as the outlook for commercial real estate improves. Commercial and multifamily real estate debt maturities are expected to decline 9% this year — to $875 billion — from $957 billion last year, according to a report from the Mortgage Bankers Association. The group’s forecast shows a steady decline in annual maturities through 2031. “This maturity wall is shorter than it was last year, but it’s still quite a lot of loans,” Michael Fratantoni , chief economist at the trade group, said Monday at a conference in San Diego. The commercial property debt sector has been under intense pressure since interest rates began rising and real estate values sank. Many lenders gave borrowers more time to pay down debt rather than take losses. Now lenders are reopening the spigot for new debt while property owners are either refinancing or agreeing to sell at a loss. Loan originations are expected to increase 27% to more than $805 billion this year, the mortgage banker group estimates. Still, the hefty number of loans scheduled to mature this year will likely lead to additional increases in delinquencies for older-vintage loans, the group reported. In the hard-hit office sector, $167 billion of outstanding mortgages should come due this year before stepping down to $123 billion in 2027 and $76 billion in the following year. The commercial real estate lending environment improved in the fourth quarter of 2025, supported by higher loan volumes, increased loan sizes and other factors, according to brokerage CBRE Group Inc. Commercial real estate investment totaled $499 billion last year, up 22% from 2024, the brokerage reported. “We are seeing a bifurcated but increasingly healthy commercial real estate lending market,” James Millon , CBRE’s co-head of capital markets the US and Canada, said in a statement.
JPMorgan Asset Management CIO and Head of GIFCC Bob Michele downplays the concerns over structural outflows from US dollar assets, nothing a strong international demand for US bonds and that headlines of “selling America” do not match actual flows. Michele also discusses the outlook for rates, expecting potential Fed rate cuts if inflation moderates late in the year. He speaks with Scarlet Fu, Kat...
JPMorgan Asset Management CIO and Head of GIFCC Bob Michele downplays the concerns over structural outflows from US dollar assets, nothing a strong international demand for US bonds and that headlines of “selling America” do not match actual flows. Michele also discusses the outlook for rates, expecting potential Fed rate cuts if inflation moderates late in the year. He speaks with Scarlet Fu, Katie Greifeld and Eric Balchunas on ‘ETF IQ.’ (Source: Bloomberg)
Bitwise CIO Matt Hougan discusses the recent selling pressure in the crypto market, attributing it mainly to retail Bitcoin investors taking profits, while institutional investors are steadily increasing their hold through ETFs. He highlights the resilience of dedicated investor groups, such as those supporting XRP, which has seen consistent inflows following a favorable SEC ruling. He speaks with...
Bitwise CIO Matt Hougan discusses the recent selling pressure in the crypto market, attributing it mainly to retail Bitcoin investors taking profits, while institutional investors are steadily increasing their hold through ETFs. He highlights the resilience of dedicated investor groups, such as those supporting XRP, which has seen consistent inflows following a favorable SEC ruling. He speaks with Scarlet Fu, Eric Balchunas and Katie Greifeld on ‘ETF IQ.’ (Source: Bloomberg)
The dollar index (DXY00) fell to a 1-week low on Monday and finished down by -0.83%. The dollar was under pressure Monday after a Bloomberg report said that Chinese regulators have advised financial institutions to rein in their holdings of US Treasuries, fueling concerns that foreigners will reduce their demand for US dollar assets. The strength of the Chinese yuan also undercut the dollar after ...
The dollar index (DXY00) fell to a 1-week low on Monday and finished down by -0.83%. The dollar was under pressure Monday after a Bloomberg report said that Chinese regulators have advised financial institutions to rein in their holdings of US Treasuries, fueling concerns that foreigners will reduce their demand for US dollar assets. The strength of the Chinese yuan also undercut the dollar after it rose to a 2.5-year high against the dollar on Monday. Losses in the dollar accelerated Monday after National Economic Council Director Hassett said we should expect slightly lower US job numbers, citing slower population growth and higher productivity. The dollar sank to a 4-year low late last month when President Trump said he’s comfortable with the recent weakness in the dollar. Also, the dollar remains under pressure as foreign investors pull capital from the US amid a growing budget deficit, fiscal profligacy, and widening political polarization. Join 200K+ Subscribers: Swaps markets are discounting the odds at 19% for a -25 bp rate cut at the next policy meeting on March 17-18. The dollar continues to see underlying weakness as the FOMC is expected to cut interest rates by about -50 bp in 2026, while the BOJ is expected to raise rates by another +25 bp in 2026, and the ECB is expected to leave rates unchanged in 2026. EUR/USD (^EURUSD) rallied to a 1-week high on Monday and finished up by +0.88%. Monday’s weaker dollar lifted the euro. Also, Monday’s news that showed the Eurozone Feb Sentix investor confidence index climbing more than expected to a 7-month high was supportive of the euro. The Eurozone Feb Sentix investor confidence index rose by +6.0 to a 7-month high of 4.2, stronger than expectations of 0.0. ECB Governing Council member Peter Kazimir said the ECB should only alter interest rates “if there is a major departure from our baseline scenario” for growth and inflation. Swaps are discounting a 2% chance of a -25 bp rate cut by the ECB at its next policy m...