Maks_Lab/iStock via Getty Images Let's Preview CRDO's Upcoming Earnings I initiated my coverage on Credo Technology Group Holding Ltd ( CRDO ) stock back in February 2024 with a "Buy" rating when the stock price started to rise rapidly, thanks to the growing role of high-speed connectivity hardware solutions for hyperscale AI data centers. If in 2024, CRDO's legacy IP licensing business was bringing in ~15% of total sales , now it's roughly 2.5% because management has focused entirely on high-volume hardware product sales to provide power-efficient solutions like Active Electrical Cables (AECs), which are de facto the industry standard for short-reach inter-rack connectivity these days. But beyond the AECs, Credo is building a comprehensive five-pillar AI connectivity platform that effectively expands the existing product portfolio into optical DSPs, ZeroFlap optics, Active LED Cables (ALCs), and OmniConnect gearboxes, adding billions in new TAM. In summary, we now have 5 distinct high-growth connectivity pillars: AECs, IC solutions, including retimers and optical DSPs, zero-flap optics, ALCs and OmniConnect Gearbox solutions. Together, they'll give Credo a combined total market opportunity that we believe will exceed $10 billion in the coming years, more than triple where we stood just 18 months ago. Source: CRDO's Q2 2026 earnings call Since my November and December updates on CRDO, the stock is down by 24% and 27%, respectively, but I think it's just a shakeout of those who wanted to cash out with a solid profit on the stock. At least the correction itself looks like a logical leg lower before a likely leg higher: TrendSpider Software, CRDO weekly, notes added I believe that "leg higher" should come after Credo reports for its Q3 FY2026 results in about 3 weeks ( 03/02/2026, after close ) - the stock has already started to reverse after the management increased its third-quarter revenue guidance and outlook. Additionally, Credo expects mid-single-digit sequential...

Major earnings expected after the bell on Wednesday include: Cisco Systems ( CSCO ) QuantumScape Corporation ( QS ) AppLovin Corporation ( APP ) Albemarle Corporation ( ALB ) STAG Industrial ( STAG ) Other earnings slated for release after Wednesday's close include: AEE , ALMU , AM , AMCX , AR , ASND , AUR , BDORY , CFLT , CGNX , CPA , CRK , CW , CXW , DAR , EPRT , EQIX , FAF , FBRT , FCPT , FSLY , GFL , GPMT , GRAB , GTY , HUBS , IFF , INSP , IRT , LEG , LPTH , MFC , MGM , MSA , MSI , NBIX , NBR , NE , NTES , NWE , OM , PAYC , PDM , PDS , PLMR , PPC , PRCH , PRI , QDEL , QTWO , ROL , RWT , RYN , SAFE , SCI , SLF , TYL , VKTX , VNDA , WCN , WFG , WTS For Seeking Alpha's full earnings season calendar, click here .

10am: Dow hits new high but early gains cut US stocks have opened higher but the gains of the main indexe have been trimmed already. The S&P 500 and Nasdaq opened up over 0.7% higher but are now up just over 0.1%. The Dow Jones initially climbed over 0.5% to hit a new high above...

Castor oil, rosehip oil, jojoba oil, vitamin e oil, argan oil NEW YORK, February 11, 2026--(BUSINESS WIRE)--Cliganic®, the clean beauty and wellness brand known for its single-ingredient oils and everyday self-care essentials, today announced an expansion of its national retail presence across major U.S. markets, reflecting growing consumer demand for accessible, ingredient-first beauty solutions. As part of this broader retail growth, Cliganic has recently expanded its availability at CVS Pharmacy®, rolling out to more than 800 locations nationwide, alongside existing placements at Erewhon, Walmart, Grove Collaborative, Macy’s Online, Amazon, and additional retailers across the U.S. Over the past year, Cliganic has expanded its presence in national and specialty stores. The brand aims to make clean beauty more accessible by offering high-quality, multipurpose organic oils starting at $9.99, helping shoppers simplify their skincare and hair routines without adding extra steps or products. Meeting Shoppers Where They Are Cliganic’s clean beauty essentials are now available through a growing network of retailers, including: CVS Pharmacy® (800+ locations nationwide) Erewhon Walmart (online and in-store) Grove Collaborative Macy’s Online Amazon Additional availability across Kroger, iHerb, Vitacost, Target.com, and more Multi-Use Essentials for Skin, Hair, and Body Across select retail locations, Cliganic offers a curated lineup of its most-loved daily essentials, including: Organic Jojoba Oil (4 oz) Organic Castor Oil (4 oz) Organic Argan Oil (4 oz) Organic Rosehip Oil (1 oz) Pure Non-GMO Vitamin E Oil (1 oz) Each product is USDA Certified Organic or Non-GMO (where applicable), cruelty-free, and made with ingredients people recognize according to the brand’s clean beauty standards - with no fillers, no fragrances, and no unnecessary additives. "With this continued retail expansion, we’re making clean beauty part of everyday routines for more clean beauty shoppers than ...

DEERFIELD, Ill., Feb. 11, 2026 (GLOBE NEWSWIRE) -- BAB, Inc. (OTCQB: BABB) announced its financial results for its fiscal year-ended November 30, 2025, reporting net income of $559,000, or $0.08 per share. For the year-ended November 30, 2025, BAB, Inc. had revenues of $3,439,000 and net income of $559,000, or $0.08 per share, versus revenues of $3,545,000 and net income of $525,000, or $0.07 per share, for the same period ending November 30, 2024. Income from operations for fiscal 2025 is $722,000 compared to $665,000 in 2024. The increase in income before interest, other and taxes in fiscal 2025 was $57,000, or 8.6%. The Company recorded a tax provision expense of $221,000 for fiscal, 2025, compared to $206,000 for fiscal 2024. The $15,000 increase in tax expense was primarily due to higher income from operations. Total operating expenses for the year ended November 30, 2025, were $2,718,000 versus $2,880,000 for the year ended November 30, 2024, decreasing $162,000, or 5.6%. The expense decreases in 2025 were primarily due to a $79,000 benefit decrease because of employees changing from the company health plan to Medicare benefits, a $35,000 decrease in Marketing Fund expenses, a $9,000 decrease in occupancy expense, a $20,000 decrease in professional fees and $16,000 in other expenses versus 2024. Additionally, fiscal 2025 expenses decreased by $12,000 due to a sales-type lease termination in 2024. These 2025 decreases were partially offset by increases of $7,000 in payroll and payroll related expenses and $2,000 in advertising and promotion compared to 2024. BAB, Inc. franchises and licenses Big Apple Bagels®, My Favorite Muffin®, SweetDuet® and Brewster’s® Coffee. The Company’s stock is traded on the OTCQB under the symbol BABB and its web site can be visited at www.babcorp.com . (TABLE FOLLOWS) Contact: BAB, Inc. Brian J. Evans (847) 948-7520 Fax: (847) 405-8140 www.babcorp.com

The Congressional Budget Office on Wednesday warned yet again that the US is on an unsustainable fiscal path, jacking up its estimate of deficits for the coming decade by $1.4 trillion thanks in part to President Donald Trump ’s 2025 tax law and immigration policies. Trump’s signature fiscal package from last July, which extended his 2017 tax cuts and implemented a number of new breaks, is estimated to increase deficits by $4.7 trillion over the next 10 years, the Congressional Budget Office said in a report. The cost of the administration’s immigration enforcement actions are expected to add $500 billion, it also said. Those losses are projected to outweigh Trump’s dramatic import duties, which have taken the average effective tariff rate above 13% , according to an estimate from Bloomberg Economics — the highest since at least the 1940s. The CBO projects the increased revenue from tariffs will reduce deficits by $3 trillion. Net outlays on interest are also expected to drive deficits higher, surging from $1 trillion in 2026 to $2.1 trillion in 2036, due to the large amount of debt and higher average interest rates. Should the CBO’s forecasts pan out, it would rebuff the hopes of Treasury Secretary Scott Bessent , who has continued to target getting the deficit down toward 3% by the end of President Donald Trump’s term. For 2026, the CBO boosted its deficit projection to 5.8% from the 5.5% it had projected prior to Trump taking office. For 2028, the predicted gap is 6%. Historic Highs And by 2036, the government will be running a deficit equivalent to 6.7% of gross domestic product. That’s well above the 3.8% average over the past 50 years, the CBO said. Total deficits are projected to equal or exceed 5.6% in every year from 2026 to 2036, setting a record as deficits have not been that large for more than five consecutive years since at least 1930, when the data was first reported, the CBO report shows. The report also shows that the agency doesn’t see the administ...

Retail investors' sentiment has changed over the past couple of days. In this video, I will cover Amazon (AMZN 0.24%) and Iren's earnings report, as well as some SoFi-related news and general market action. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Feb. 6, 2026. The video was published on Feb. 6, 2026.

As you will all be aware, the Oscars aren’t particularly fun. They are an overlong celebration of underwatched films that take place in a room where, by the end of the evening, the bulk of those present have been told that they aren’t good enough to win anything. The whole thing is excruciating. But you know what’s much better than the Oscars? The annual Oscars nominees luncheon. This is when everyone who has been nominated gathers for a nice lunch. It isn’t televised, so nobody has to be on their best behaviour. No awards are handed out, so technically everyone invited is an equal. And, best of all, they take a class photo of everyone at the end. This is brilliant because not only does it act as a snapshot of the great and good in any given year, but mainly because it is genuinely impossible to have that many people look completely normal at the exact moment in time. So with that in mind, here are the annual Oscars luncheon class photo awards for 2026. Biggest showboater – Guillermo del Toro (front, centre) View image in fullscreen Acting like a wacky usher at a wedding … Guillermo del Toro. Photograph: Richard Harbaugh/The Academy When you look at an Oscars class, your eye is immediately drawn to the middle of the front row. Usually this is because this is where the greatest concentration of A-list talent clusters. However, this year it is because Guillermo del Toro – nominated for Frankenstein – has decided to act like a wacky usher at a wedding. Look at everyone else in the photo and you will see hundreds of people who aren’t sure what to do with their hands. Not del Toro, though, because he has opted to maniacally waggle them around like a 1920s showgirl. It gives the effect that this is del Toro’s party and everyone else is just a guest. Please also note that Paul Thomas Anderson appears to be holding him back, in case he makes a lunge for the cameraman. Giantest man – Oliver Laxe (back row, tenth from left) View image in fullscreen Unstoppably huge … Oliver L...

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Rafael Ottoni Santana Executive Vice President and Chief Financial Officer — John A. Olin Vice President, Investor Relations — Kyra Yates TAKEAWAYS Total Sales -- $2.97 billion, up 14.8%, driven by both Freight and Transit segments, with organic and inorganic growth components. -- $2.97 billion, up 14.8%, driven by both Freight and Transit segments, with organic and inorganic growth components. Adjusted EPS -- $2.10, up 25%. -- $2.10, up 25%. GAAP EPS -- $1.18, down 4.1%, reflecting $55 million in pretax charges for restructuring and acquisition-related costs. -- $1.18, down 4.1%, reflecting $55 million in pretax charges for restructuring and acquisition-related costs. Operating Cash Flow -- $992 million in the quarter, with cash conversion reaching nearly 300% for the period and 104% for the year, underscoring a persistent focus on cash generation. -- $992 million in the quarter, with cash conversion reaching nearly 300% for the period and 104% for the year, underscoring a persistent focus on cash generation. Twelve-Month Backlog -- $8.2 billion, up 7%. -- $8.2 billion, up 7%. Multiyear Backlog -- $27 billion, up 23%, with the Freight segment at $22.49 billion, up 25.1%, and Transit at $2.21 billion, up 14.7%. -- $27 billion, up 23%, with the Freight segment at $22.49 billion, up 25.1%, and Transit at $2.21 billion, up 14.7%. Freight Segment Sales -- Up 18.3%, with adjusted operating income at $470 million (+35.1%) and adjusted operating margin up 2.7 percentage points to 22.1%. -- Up 18.3%, with adjusted operating income at $470 million (+35.1%) and adjusted operating margin up 2.7 percentage points to 22.1%. Transit Segment Sales -- Up 6.7% to $842 million; adjusted operating margin fell 2.4 percentage points to 14%. -- Up 6.7% to $842 million; adjusted operating margin fell 2.4 percentage points to 14%. Equipment Sales -- Up 33.5% in ...

格隆汇2月11日｜墨西哥总统辛鲍姆：不认为美国总统特朗普会退出《美墨加协定》。

格隆汇2月11日｜英特尔(INTC.US)涨超5%，最高触及49.55美元。消息面上，英特尔与软银合作开发的下一代AI内存技术Z-Angle Memory(ZAM)完成全球首次公开亮相。该产品采用垂直堆叠架构，有望在降低功耗的同时大幅提升容量。早期数据显示ZAM可将功耗降低40%至50%，单芯片容量最高可达512GB，并通过Z-Angle互连技术简化生产流程。这些特性使其成为应对当前AI应用能耗瓶颈和供应链紧张的潜在解决方案。英特尔透露，原型产品计划于2027年推出，全面商业化预计在2030年实现。(格隆汇)

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Steve Cahillane Chief Financial Officer — Andre Maciel Vice President, Investor Relations — Anne-Marie Megela Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Brand Investment Commitment -- Management disclosed a $600 million incremental investment, about 5.5% of top-line sales, aimed at revitalizing brands and commercial capabilities, with spending focused primarily in the U.S. and ramping up in the second half of the year. -- Management disclosed a $600 million incremental investment, about 5.5% of top-line sales, aimed at revitalizing brands and commercial capabilities, with spending focused primarily in the U.S. and ramping up in the second half of the year. Separation Pause -- CEO Steve Cahillane said, "we went through that exploration and did a lot of work around what would be required in order to invest appropriately against the business to return it to organic growth," confirming the board has decided to pause the previously announced business separation to focus all resources on operational improvements. -- CEO Steve Cahillane said, "we went through that exploration and did a lot of work around what would be required in order to invest appropriately against the business to return it to organic growth," confirming the board has decided to pause the previously announced business separation to focus all resources on operational improvements. Market Share Momentum -- CFO Andre Maciel reported, "the last thirteen weeks, we flipped to market share growth. And 70% of the revenue in data elevation is now gaining market share," indicating early positive impact from strategic initiatives in core U.S. categories. -- CFO Andre Maciel reported, "the last thirteen weeks, we flipped to market share growth. And 70% of the revenue in data elevation is now gaining market share," indicating early positive impact from strategic initiatives ...

Gerville The immense capital expenditures pouring into artificial intelligence infrastructure from the most massive hyperscalers, such as Microsoft ( MSFT ), Google ( GOOG )( GOOGL ), Amazon ( AMZN ) and Meta Platforms ( META ), are paving the way for "long-term value creation," according to Wedbush analysts. These four companies alone have released plans to spend a combined $650B on AI capex in 2026. "Hyperscalers are not just adding capacity; they are reshaping cloud economics around AI-first workloads that carry higher switching costs, deeper customer lock-in, and longer contract durations than before," said Wedbush analysts, led by Dan Ives, in an investor note. "Also, much of the incremental spend is being absorbed into long-lived assets with multi-year utilization curves, positioning these platforms to monetize AI demand well beyond the initial training phase and into inference-heavy, high-margin enterprise use cases." Microsoft has faced some investor concerns related to its $625B backlog as its close partner OpenAI ( OPENAI ) is reportedly accountable for 45% of it. However, OpenAI's new funding round, with reports indicating it might reach $100B, could help mitigate those concerns. What's more, new commitments by other AI companies, such as Anthropic ( ANTHRO ), support the Azure growth story, Wedbush noted. Meanwhile, Google's 2026 capex is projected to range from $175B to $185B, which could pressure margins in the near term. It should also support increased adoption of Google Cloud Platform products and AI solutions. "The company is seeing the infusion of AI across the platform showing up in acceleration in core search and Google Cloud continuing to inflect meaningfully, with accelerating revenue growth, improving margins, and rising enterprise adoption of AI-native workloads driven by continued strong improvements in Gemini further positioning the company as a leading AI winner," Ives added. More on Microsoft and Google Amazon Is Pouring Billions Into Ca...

Prosecutors are “in close contact” with police over investigations into Andrew Mountbatten-Windsor and Peter Mandelson’s links with Jeffrey Epstein, England and Wales’s most senior criminal prosecutor has said. Thames Valley police has said it is reviewing allegations that the child sex offender Epstein provided Mountbatten-Windsor with a woman to have sex with at Royal Lodge in 2010, as well as that the former prince shared confidential reports from his role as a government trade envoy with the disgraced financier. The Met police has launched an investigation into allegations Mandelson leaked Downing Street emails and market-sensitive information to Epstein. At a press briefing on Wednesday, the director of public prosecutions (DPP) for England and Wales, Stephen Parkinson, said: “We are in close contact with both the Met and Thames Valley police, but we haven’t been asked for formal advice yet. “In complex and sensitive cases, the CPS [Crown Prosecution Service] and the police do work together. “And I’m sure, in respect of the investigation that has been announced, we will do so.” However, he said the CPS would not be giving “step-by-step updates”. The allegations stem from documents released by the US Department of Justice relating to Epstein and his links to the rich and powerful. Emails released appeared to show Mountbatten-Windsor sharing reports of official visits to Hong Kong, Vietnam and Singapore. Buckingham Palace responded by saying that it was “ready to support” any police investigation into Mountbatten-Windsor. The Met is investigating Mandelson for alleged misconduct in public office in relation to emails containing market-sensitive information that he apparently sent to Epstein while the former Labour peer was business secretary during the financial crisis. The emails showed Mandelson claiming he was “trying hard” to change policy on bankers’ bonuses, sharing details of an imminent bailout package for the euro the day before it was announced, and sug...

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‘In Florida, people were told to keep the length of a baby alligator apart. So I included a character wearing an alligator mask in my pandemic-themed masked ball’ When Covid started, everybody was talking about masks. I thought about the face coverings we all had to wear, and I thought about masks more widely. I researched masked balls and carnival masks and read a lot about the many outbreaks of plague in Venice starting in the 14th century, and about pandemics in general. This photograph, Danse Macabre, was inspired by Covid. If you take a close look at the paper lamps hanging from the ceiling, you’ll see some Covid-19 viruses smuggled in among them. In the middle of the scene, a doctor in a plague mask – the type still sold at carnival in Venice – is dancing with the rat that caused the plague. The couple on the left reference the fact that the Bolsonaro-led Brazilian government at the time of the pandemic was accused of allowing many Indigenous people to die unnecessarily [he denied any wrongdoing]. So those two deal with colonialism – the woman in the yellow hat represents an Indigenous person, the guy she’s dancing with is wearing a mask with the face of Pedro de Alvarado, a Spanish conquistador responsible for massacring Indigenous populations in Guatemala in the 16th century. Continue reading...

At Holdings Channel, we have reviewed the latest batch of the 24 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Blackstone Inc (Symbol: BX) was held by 12 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 BX positions, for this latest batch of 13F filers: In terms of shares owned, we count 5 of the above funds having increased existing BX positions from 12/31/2024 to 03/31/2025, with 3 having decreased their positions and 1 new position. Worth noting is that Hohimer Wealth Management LLC, included in this recent batch of 13F filers, exited BX common stock as of 03/31/2025. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the BX share count in the aggregate among all of the funds which held BX at the 03/31/2025 reporting period (out of the 2,991 we looked at in total). We then compared that number to the sum total of BX 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 BX. We found that between these two periods, funds reduced their holdings by 1,062,472 shares in the ag...

US stocks rallied on Wednesday as traders cheered a stronger-than-expected jobs report. The S&P 500 Index advanced 0.4% at 9:57 a.m. in New York, with the gauge headed for an all-time high. The technology-heavy Nasdaq 100 Index climbed 0.5% and the Cboe Volatility Index hovered at around 17 . “The market got the jobs report it needed,” said Brad Smith , portfolio manager at Janus Henderson Investors. “Ultimately, this print is an indication that the feared softness in the labor market is not materializing and that the strong productivity led economic growth we are experiencing is not coming at the cost of jobs.” Payrolls rose in January by the most in more than a year , while the unemployment rate unexpectedly fell, according to data from the Bureau of Labor Statistics. Employers added 130,000 jobs last month and the unemployment rate declined to 4.3%. After a year marked by rising unemployment and minimal hiring, the data — which was originally scheduled for Feb. 6, but was delayed by the partial government shutdown — suggests the labor market is finding its footing. “Despite labor market softening observed last year, we believe economic strength coming out of 2025 and carrying into this year should leave companies reluctant to fire, while tight labor supply should keep a lid on the unemployment rate,” said Jennifer Timmerman , senior investment strategy analyst at Wells Fargo Investment Institute. The “bigger implication” from the stronger-than-expected jobs numbers could be for the stock market, Brad Conger , chief investment officer at Hirtle Callaghan said. “A stronger job market will support the ‘broadening trade’ – the rotational to industrial cyclicals and consumer discretionary from technology,” Conger explained. “We like homebuilders, REITs and luxury goods as potentially under-appreciated beneficiaries of stronger growth.” Following the jobs print, traders leaned toward the year’s first interest-rate cut happening in July . Traders had seen June as a poss...

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At Holdings Channel, we have reviewed the latest batch of the 24 most recent 13F filings for the 06/30/2024 reporting period, and noticed that Vanguard Index Funds Mid-Cap Value Index VIPER Shs (Symbol: VNQ) was held by 15 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 VNQ positions, for this latest batch of 13F filers: In terms of shares owned, we count 4 of the above funds having increased existing VNQ positions from 03/31/2024 to 06/30/2024, with 6 having decreased their positions and 1 new position. Worth noting is that Global Assets Advisory LLC, included in this recent batch of 13F filers, exited VNQ common stock as of 06/30/2024. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VNQ share count in the aggregate among all of the funds which held VNQ at the 06/30/2024 reporting period (out of the 2,247 we looked at in total). We then compared that number to the sum total of VNQ shares those same funds held back at the 03/31/2024 period, to see how the aggregate share count held by hedge funds has moved for VNQ. We found that between these two periods, funds reduced the...

memoriesarecaptured/iStock Editorial via Getty Images I previously covered Hershey Company ( HSY ) in October 2025, discussing how the confectionary company might report a rich 2026 margin recovery, thanks to the drastically moderating sugar/cocoa spot prices and the recent price hikes. As a result of the promising path towards the rich 2026 adj. EPS performance of over ~$10, the 2030 adj. EPS growth target at a CAGR of "6%-8%," and the cheap valuations, I had reiterated my Buy rating upon a moderate retracement then. In this article, I shall discuss why I am downgrading the HSY stock to a Hold here, thanks to the overly done stock price rally triggering the premium valuations and the minimal margin of safety, despite the notably raised dividend payouts. This is despite the profit margin tailwinds arising from the improved cocoa harvest, the lower demand trends, and the notably moderating spot prices. HSY Boasts A Renewed Growth Tailwind HSY 1Y Stock Price (Trading View) Since then, HSY has indeed retraced below its established uptrend support line/the 200 day moving averages of $180s during the worst of the market-wide correction in November 2025 to the $160s, as posited in my last article, attributed to its previously overbought technical indicators then. This is albeit with the stock charting a double-digit stock price rally to retest the prior 2022 highs of $230s by the time of writing, with the outsized momentum partly attributed to the prior market rotation to value/dividend oriented sectors after the AI-related fears post Q3'25 earnings season. This is significantly aided by the cocoa spot prices finally declining from the 2024 highs of $12.21K per tonne to $4.11K per tonne by the time of writing, with a similar downtrend also observed in the sugar spot prices from the 2023 highs of $0.28 per pound to $0.143 per pound. While there remains a notable gap to the 2019 cocoa price averages of $2.2K per tonne, sugar prices have already moderated below 2019 averages...

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Timothy Johnson Chief Financial Officer — Tony Marone Incoming Chief Financial Officer — Marcin Urbasic President — Austin Pena Global Head of Real Estate Finance — Tony Marone Need a quote from a Motley Fool analyst? Email [email protected] Takeaways GAAP Net Income -- $0.24 per share reported for the quarter. -- $0.24 per share reported for the quarter. Distributable Earnings (DE) -- Negative $2.07 per share, including $434 million of reserve charge-offs related to impaired and subordinate loans. -- Negative $2.07 per share, including $434 million of reserve charge-offs related to impaired and subordinate loans. DE Prior to Charge-Offs -- $0.51 per share, up more than 20% from Q1, and exceeding the quarterly dividend for the second sequential quarter. -- $0.51 per share, up more than 20% from Q1, and exceeding the quarterly dividend for the second sequential quarter. Dividend Paid -- $0.47 per share with respect to the quarter. -- $0.47 per share with respect to the quarter. Loan Portfolio Performance -- 99% performing at quarter-end; resolved $575 million of impaired loans, reducing the impaired balance to under $90 million, mostly tied to a San Francisco hotel loan. -- 99% performing at quarter-end; resolved $575 million of impaired loans, reducing the impaired balance to under $90 million, mostly tied to a San Francisco hotel loan. Book Value -- $20.75 per share at year-end, including $0.47 per share of accumulated depreciation and amortization, and $1.76 per share of total CECL reserves. -- $20.75 per share at year-end, including $0.47 per share of accumulated depreciation and amortization, and $1.76 per share of total CECL reserves. Total Investments Closed in 2025 -- Approximately $7 billion, with nearly 85% in multifamily, industrial, net lease, and discounted bank loan portfolios. -- Approximately $7 billion, with nearly 85% in multifamily, indu...

martinrlee Dick's Sporting Goods ( DKS ) pushed higher in early trading on Wednesday after Baird upgraded the retailer to an Outperform rating after having it slotted at Neutral. The firm highlighted the dramatic revenue growth from the pre-pandemic period due to its growing scale, category health, and sound execution/ Analyst Jonathan Komp and his team see upside from a Foot Locker (FL) recovery and called the stock a multi-year earnings power story with near-term cyclical torque. "We are impressed by DICK’S productivity gains vs. pre-COVID levels and bullish on the multi-year Foot Locker recovery (levered to NKE’s turn)," updated Komp. The analyst added that versus the company’s pre-Covid levels, its revenue is up around 60% and earnings have risen 2.8 times. These changes reflect the company’s growing scale, category health, and sound execution and merchandising, especially around key brands. Komp also pointed to higher tax refunds as a potential tailwind for Dick's ( DKS ) in the near term and was optimistic about the multi-year outlook. "We see several embedded long-term drivers for the category, including continued gains for youth organized sports, continued increases in women’s sport participation, and adult recreational sports drivers," he stated. "Looking forward we expect management to continue to pursue effective vertical brand expansion (13% of sales in F2024) and technology investments to enhance the in-store experience," added Komp. Baird assigned a price target of $253 to Dick's ( DKS ). Shares of Dick's ( DKS ) were up 1.2% at 9:55 a.m. The stock has traded in a narrow range over the last couple of months and is down 17% from its 52-week high. More on Dick's Sporting Goods DICK'S Sporting Goods, Inc. (DKS) Q3 2025 Earnings Call Transcript Dick's Sporting Goods: Solid Core Performance And The Right Decision To Reset Foot Locker DICK'S Sporting Goods: The Story Beyond Foot Locker Sneaker synergies: Dick's looks to Foot Locker for new growth channels DI...

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 Progressive Corp. (Symbol: PGR) 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 PGR positions, for this latest batch of 13F filers: In terms of shares owned, we count 3 of the above funds having increased existing PGR positions from 09/30/2025 to 12/31/2025, with 3 having decreased their positions and 1 new position. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the PGR share count in the aggregate among all of the funds which held PGR at the 12/31/2025 reporting period (out of the 4,456 we looked at in total). We then compared that number to the sum total of PGR 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 PGR. We found that between these two periods, funds increased their holdings by 779,291 shares in the aggregate, from 130,767,833 up to 131,547,124 for a share count increase of approximately 0.60%. The overall top three funds holdi...

Image source: The Motley Fool. Wednesday, February 11, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Mark Barrocas Chief Financial Officer — Adam Quigley Senior Vice President, Investor Relations and Treasury — James Lamb Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales Growth -- Net sales increased 17.6% year over year in the quarter, reaching $2.1 billion, driven by double-digit growth across domestic and international markets. -- Net sales increased 17.6% year over year in the quarter, reaching $2.1 billion, driven by double-digit growth across domestic and international markets. Domestic Net Sales -- U.S. net sales rose 15.7% to slightly over $1.37 billion in the quarter, indicating ongoing demand and retailer momentum. -- U.S. net sales rose 15.7% to slightly over $1.37 billion in the quarter, indicating ongoing demand and retailer momentum. International Net Sales -- International net sales increased 21.4% to $729 million in the quarter, reflecting broad-based geographic expansion. -- International net sales increased 21.4% to $729 million in the quarter, reflecting broad-based geographic expansion. UK Performance -- The UK business grew 9.2%, reaching $326 million in quarterly sales, even as air fryers, the largest UK category, saw declines offset by other portfolio categories. -- The UK business grew 9.2%, reaching $326 million in quarterly sales, even as air fryers, the largest UK category, saw declines offset by other portfolio categories. Segment Results -- Cleaning category net sales increased 3.4% to $670 million; cooking and beverage grew 11.7% to $667 million; food preparation rose 28.1% to $438 million; beauty and home environment climbed 3.2% to $326 million. -- Cleaning category net sales increased 3.4% to $670 million; cooking and beverage grew 11.7% to $667 million; food preparation rose 28.1% to $438 million; beauty and home environment climbed 3.2% to $326 million. Adjusted EBITDA -- Adjust...

当地时间11日，巴勒斯坦伊斯兰抵抗运动（哈马斯）发言人卡西姆表示，以色列方面在拉法口岸持续设置障碍，不按协议放行旅客，严重违反停火协议和国际法。卡西姆称，以方仅允许约27%的协议人数通过，旅客还遭到以军士兵的审查、虐待和骚扰。他呼吁所有斡旋方及担保国向以色列施压，要求其全面履行关于拉法口岸的相关协议，并停止对停火协议条款的广泛侵犯。（央视新闻）

JHVEPhoto/iStock Editorial via Getty Images The financial sector continues being in focus this week, so I'm following up on AllianceBernstein ( AB ), which provides services to other financial institutions, individuals, and businesses, among other entities, and it just had its last earnings results on Feb. 5th, when it beat estimates. Since I recommended holding on to it in my July 2023 initial coverage , it is up around 17% as of this writing. Since my follow-up in July 2025, when I still called it a hold, it is down slightly, just under 2%. In both cases, I was motivated by the firm's positive client inflows, but I also thought it was too overvalued to be a buy . Unique about this stock is that the shares represent "units" in the limited partnership/LP, rather than a typical stock corporation. The fwd dividend yield is also an attention grabber at just above +9%, so my goal is to determine if it is a great dividend idea for the month. Thesis Summary My updated thesis today argues to upgrade this stock to a buy . This is slightly more bullish than the latest Wall St. consensus . Although technical chart signals lean towards a neutral view, as do price forecasts, key strengths that really sent this stock higher included several positive macro/sector forecasts this year from major firms, a favorable competitive position among asset managers, impressive operating margins, and a debt/equity of 0. AB - rating worksheet (author) Continue reading to learn more about each of these categories reviewed. Macro & Sector Outlook When it comes to the macro and sector outlook, I think the focus here should be the asset management sector, and key drivers will be whether equity markets keep rising (driving up asset values) and there is ample economic tailwind to drive investor confidence rather than defensive posturing into cash. Some major names are bullish on markets this year. For instance, Morgan Stanley wrote in January that it is " projecting near double‑digit percentage retu...

At Holdings Channel, we have reviewed the latest batch of the 31 most recent 13F filings for the 12/31/2025 reporting period, and noticed that CVS Health Corporation (Symbol: CVS) was held by 9 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 CVS positions, for this latest batch of 13F filers: In terms of shares owned, we count 3 of the above funds having increased existing CVS positions from 09/30/2025 to 12/31/2025, with 4 having decreased their positions and 2 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the CVS share count in the aggregate among all of the funds which held CVS at the 12/31/2025 reporting period (out of the 4,456 we looked at in total). We then compared that number to the sum total of CVS 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 CVS. We found that between these two periods, funds increased their holdings by 8,570,715 shares in the aggregate, from 268,351,485 up to 276,922,200 for a share count increase of approximately 3.19%. The overall top three fund...

This article first appeared on GuruFocus. Nebius Group NV (NASDAQ:NBIS) has agreed to acquire Tavily, a company that builds search software designed to help artificial intelligence agents retrieve up-to-date information for activities such as coding and financial trading. People familiar with the matter said the transaction values Tavily at $275 million, though the terms were not publicly disclosed, and Tavily founder and chief executive Rotem Weiss is expected to join Nebius with his team. The deal comes as Nebius, which split from Yandex in 2024, continues to expand its role as a neocloud provider focused on AI customers. Management has indicated the acquisition could support a broader effort to deepen Nebius's product stack and generate more revenue per customer. The Netherlands-based company already offers software to manage AI workloads and in November introduced Token Factory, which provides access to open-source models alongside the computing capacity needed to run them. Nebius operates data centers across the US, Europe and Israel and serves clients including Microsoft, though a company spokesperson declined to comment on the size of the Tavily deal. Nebius executives have argued that autonomous AI agents behave differently from human users, often requiring repeated, real-time queries rather than lists of links, while many large language models lack current information or access to company-specific data. Tavily, which last year raised $25 million from investors including Insight Partners, counts International Business Machines and Cohere among its customers and competes with Exa Labs, which is backed by Nvidia (NASDAQ:NVDA). Tavily began as a more consumer-focused tool called GPT Researcher before shifting toward enterprise clients, a move that Nebius executives have suggested could fit into a more comprehensive, scalable AI offering.

In this article SHOP Follow your favorite stocks CREATE FREE ACCOUNT An employee works at Shopify's headquarters in Ottawa, Ontario in Canada. Chris Wattie | Reuters Shopify on Wednesday reported fourth-quarter results that beat on the top line and gave strong guidance to start the year. The stock slid more than 3%. Here's how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: 48 cents adjusted vs. 51 cents Revenue: $3.67 billion vs. $3.59 billion The Canadian e-commerce company said it expects first-quarter revenue to expand at a "low-thirties percentage rate" year over year, which is higher than the 25.1% growth forecast by analysts, according to FactSet. Shopify also said its board of directors approved $2 billion in share buybacks. The company's revenues were lifted by the key holiday shopping period, which saw "record" spending in 2025, according to Adobe Analytics . Online spending from Nov. 1 through Dec. 31 increased 6.8% to $257.8 billion, Adobe said, beating its forecast of $253.4 billion. Shoppers remained resilient during the holiday shopping season despite a dour economic backdrop dominated by weakening consumer confidence, President Donald Trump 's sweeping tariff policies and a slowing job market. The Commerce Department reported Tuesday that retail sales in December were flat after increasing 0.6% in November, capping off the year on a downbeat note after a period of otherwise solid shopping activity. Shopify's gross merchandise volume, or the total volume of merchandise sold on the platform, came in higher than expected. GMV surged 29% year over year to $123.8 billion, surpassing analysts' estimated $121.3 billion, according to FactSet. watch now VIDEO 3:07 03:07 Shopify President Harley Finkelstein: AI is the biggest shift in commerce since the internet Squawk on the Street Read more CNBC tech news 'Impossible': Taiwan pushes back against Washington's 40% chip supply relocation goal Alphabet calls out new AI-...