Emmanuel Macron put it simply – and starkly. Confronted with “a world in disarray” and a double, potentially existential challenge from the US and China, he said: “Europe must become a power.” The bloc is facing “a Chinese tsunami” on trade, Macron told several European newspapers, as the country most Europeans had for decades seen principally as an infinite export market transforms itself instead...
Emmanuel Macron put it simply – and starkly. Confronted with “a world in disarray” and a double, potentially existential challenge from the US and China, he said: “Europe must become a power.” The bloc is facing “a Chinese tsunami” on trade, Macron told several European newspapers, as the country most Europeans had for decades seen principally as an infinite export market transforms itself instead into a ferocious, low-price, hi-tech competitor. And on defence, the US – which Europeans had thought “would guarantee our security forever” – was now “openly anti-European”, showed “contempt” for the EU, sought its “dismemberment” (and was “microsecond-level unstable” on trade, too). “We are not moving at the right pace, and we are not operating on the right scale,” Macron said. “This must be the moment of awakening. It is time for Europe to wake up … If we do not decide for ourselves, we will be swept away.” Stirring words, for sure. But this week there is a real sense that what Macron referred to as Europe’s “Greenland moment” – Trump’s attempted grab for the Arctic island, a semi-autonomous part of Denmark – may finally be focusing continental minds. Two key events may give a hint of whether, and how, that focus translates into action. At a 16th-century chateau in rural Belgium on Thursday, Europe’s leaders will discuss urgent measures to reboot the EU’s sluggish economy and make it more competitive. And at the Munich Security Conference (MSC) on Friday and over the weekend, they will join other world leaders, military officials and experts to discuss European security and defence – and the future of the transatlantic relationship. “We have the second largest economy in the world, but we are driving it with the handbrake on,” the European Commission president, Ursula von der Leyen, said before the gathering at Belgium’s Alden Biesen castle. Leaders will discuss simplifying, loosening and scrapping regulations to cut red tape, remove barriers and deepen the single marke...
sergeyryzhov/iStock via Getty Images If you’re a fan of “go big or go home” strategic moves, you may like what Columbus McKinnon ( CMCO ) has done with its acquisition of Kito Crosby. Such a major move to grow its footprint into a nascent industrial recovery could certainly prove savvy, but the company is taking on massive debt and potential equity dilution to do this, and I’m not sold on the long...
sergeyryzhov/iStock via Getty Images If you’re a fan of “go big or go home” strategic moves, you may like what Columbus McKinnon ( CMCO ) has done with its acquisition of Kito Crosby. Such a major move to grow its footprint into a nascent industrial recovery could certainly prove savvy, but the company is taking on massive debt and potential equity dilution to do this, and I’m not sold on the long-term margin and return benefits of such a big move back into “big iron” versus Industry 4.0. Columbus McKinnon lost about two-thirds of its value in the wake of the deal announcement and has since recovered about 40% of that drop, but is still about 30% below its price at the time of my last article . Clearly that’s a poor performance relative to the industrial sector and comparable names, though the shares have performed rather well on recent growing optimism over healthier short-cycle markets in 2026, with CMCO shares up almost 65% in the last six months versus a roughly 17% improvement in the broader industrial space. While I can understand some of the logic of the Kito Crosby deal, I think it was too big of a swing to add scale in what is effectively legacy technology – still important, to be sure, but not as fundamentally attractive long term as business lines like precision conveyance, automation, and linear motion control. I can see a case for double-digit free cash flow margins if CMCO management hits its synergy targets, but that’s now a crucial “if” given the leverage involved. A Strong Fiscal Q3, As Short-Cycle Demand Picks Up This earnings cycle is making it clear that there is real momentum in short-cycle industrial markets – spottier, perhaps, than investors would like, but industrial revenue growth prints are coming in at the mid-single-digits, with encouraging order growth. Add Columbus McKinnon to that list with a stronger-than-expected fiscal third quarter (calendar fourth quarter). Revenue rose 10%, good for a roughly 5% beat versus the Street, with orga...
The White House has deleted a social media post in which the vice-president, JD Vance, referred to the Armenian genocide, prompting anger from members of the Armenian diaspora as well as opposition politicians across the US. The post was made during Vance’s two-day trip to Armenia to mark a visit by Vance and his wife, Usha Vance, to a memorial for the up to 1.5 million Armenians killed by Ottoman...
The White House has deleted a social media post in which the vice-president, JD Vance, referred to the Armenian genocide, prompting anger from members of the Armenian diaspora as well as opposition politicians across the US. The post was made during Vance’s two-day trip to Armenia to mark a visit by Vance and his wife, Usha Vance, to a memorial for the up to 1.5 million Armenians killed by Ottoman troops more than a century ago. The now-deleted post on Vance’s official X account said he was visiting the memorial to honour “the victims of the Armenian genocide”. It marked the first time the Trump administration had used the word genocide to describe the massacres. An aide to Vance later told reporters that the message had been posted in error on social media by staff who were not travelling with Vance. It was the second time in the past week that the administration cited staff error to explain its social media content; last week, after Donald Trump sought to dismiss the uproar over a racist video depicting Barack and Michelle Obama as apes, the US president said it had been erroneously posted by a staffer. On Tuesday Vance – the first sitting US vice-president or president to visit the country – avoided any mention of the word genocide, instead describing the atrocities as “a very terrible thing that happened a little over 100 years ago” in comments to reporters. Vance said the visit had been carried out at the behest of the Armenian government, adding that it was a “sign of respect” for the victims and the local government. Until recently, the US government refrained from using the word genocide to describe the historical incident, amid concerns about alienating Turkey, a key regional ally and Nato member. Turkey has long contested the figures of how many Armenians were killed and denied that those killings were carried out in a systematic way. This stance was reversed by Joe Biden, who in 2021 became the first US president to formally recognise the Armenian genocid...
AscentXmedia/iStock via Getty Images By Kyle Richards Canada’s energy market has long been pipeline constrained and particularly dependent on the U.S. However, additional infrastructure is providing new outlets for Canadian energy. A shift toward Asian markets has been realized through the ramp-up of the Trans Mountain expansion and the startup of LNG Canada. Learn more below about the impact of t...
AscentXmedia/iStock via Getty Images By Kyle Richards Canada’s energy market has long been pipeline constrained and particularly dependent on the U.S. However, additional infrastructure is providing new outlets for Canadian energy. A shift toward Asian markets has been realized through the ramp-up of the Trans Mountain expansion and the startup of LNG Canada. Learn more below about the impact of these projects and why the resulting production growth is supportive for Canadian midstream. Canadian Crude and NGL Exports Target Asian Demand Canada’s government-owned Trans Mountain pipeline has provided an enhanced outlet for Canadian crude. The system's capacity was increased from 300 thousand barrels per day (MBpd) to 890 MBpd in May 2024 . Trans Mountain transports heavy crude, refined products, synthetic crude, and light oil from Alberta to Canada’s western coast, near Vancouver. From there, volumes can be directed to the Puget Sound Pipeline (which heads south into the U.S. with up to 240-MBpd of capacity), Sunoco’s ( SUN ) 55-MBpd Burnaby Refinery in British Columbia, and the Westridge Marine Terminal . Westridge is Canada’s only West Coast crude export facility with a capacity of 630 MBpd. The Trans Mountain expansion has driven an increase in Canadian exports to non-U.S. markets from 112 MBpd in February 2024 to 549 MBpd by November 2025. The incremental exports are largely going to Asia. Refinery closures in California ( read more ) have also contributed to the shift of Canadian crude exports towards Asia. Last week, Trans Mountain formally applied to execute its first optimization project . Drag Reducing Agents are expected to increase flow rates by up to 10% (~90 MBpd). This $9 million project is expected to add capacity by January 2027. Further ahead, Trans Mountain is assessing new pumping stations that could add another 360 MBpd of capacity within five years. This is now supported by the British Columbia government after years of opposition. The importance ...
With its stock down more than 25% going into earnings, Roblox (NYSE: RBLX) reported strong fourth-quarter results and issued upbeat guidance. However, one metric continues to stand out in a negative way for the online gaming platform that is popular with kids and teenagers. Let's examine. Because of how Roblox recognizes its revenue, its most important metric that investors look at is bookings. Th...
With its stock down more than 25% going into earnings, Roblox (NYSE: RBLX) reported strong fourth-quarter results and issued upbeat guidance. However, one metric continues to stand out in a negative way for the online gaming platform that is popular with kids and teenagers. Let's examine. Because of how Roblox recognizes its revenue, its most important metric that investors look at is bookings. The company gets a 30% cut of each virtual dollar (called Robux) spent on its platform, while the rest goes to game developers and distributors. Robux are recorded as deferred revenue on Roblox's balance sheet as bookings and later converted to revenue when a user purchases virtual items. Durable virtual items get recognized as revenue ratable over a user's expected lifetime on the platform, while consumable items get recognized right away. As such, bookings are a better indicator of how much money users are currently spending on its platform than revenue. Roblox's bookings surged 63% year over year in Q4 to $2.22 billion. Continue reading
Vertiv stock surged after earnings as AI-driven data center demand fueled record orders, backlog growth, and strong guidance despite a slightly mixed quarter
Vertiv stock surged after earnings as AI-driven data center demand fueled record orders, backlog growth, and strong guidance despite a slightly mixed quarter
Addentax Group ( ATXG ) has entered into late-stage negotiations regarding a proposed acquisition of a Hong Kong–based online credit services provider operating under a licensed money lending framework. ATXG is -6.76% to $0.4. Source: Press Release More on Addentax Group Corp. Seeking Alpha’s Quant Rating on Addentax Group Corp. Financial information for Addentax Group Corp.
Addentax Group ( ATXG ) has entered into late-stage negotiations regarding a proposed acquisition of a Hong Kong–based online credit services provider operating under a licensed money lending framework. ATXG is -6.76% to $0.4. Source: Press Release More on Addentax Group Corp. Seeking Alpha’s Quant Rating on Addentax Group Corp. Financial information for Addentax Group Corp.
Consumers shop for and test-drive vehicles in Wuhan, Hubei province. Photo: VCG China’s domestic auto market got off to a frigid start this year, with sales tumbling 14.8% from a year earlier in January as the industry grappled with a shift in government support policies. Total domestic sales fell to 1.665 million vehicles last month, down 33.9% from December, the China Association of Automobile M...
Consumers shop for and test-drive vehicles in Wuhan, Hubei province. Photo: VCG China’s domestic auto market got off to a frigid start this year, with sales tumbling 14.8% from a year earlier in January as the industry grappled with a shift in government support policies. Total domestic sales fell to 1.665 million vehicles last month, down 33.9% from December, the China Association of Automobile Manufacturers (CAAM) said Wednesday. Two main factors drove the slump. Although national authorities unveiled new trade-in subsidy policies at the end of 2025, implementation details in many regions remain pending, meaning incentives have yet to be fully rolled out. At the same time, the government adjusted the purchase tax on new-energy vehicles starting in 2026. After benefiting from a full exemption since September 2014, buyers are now required to pay a 5% tax, effectively raising acquisition costs.
Feb 11 (Reuters) - Shares of videogame engine maker Unity Software dropped nearly 30% on Wednesday after the company forecast first-quarter revenue below Wall Street expectations, signaling sluggish demand for its software. Unity expects revenue between $480 million and $490 million for the first quarter, below analysts' estimates of $492.1 million, according to data compiled by LSEG. More fr...
Feb 11 (Reuters) - Shares of videogame engine maker Unity Software dropped nearly 30% on Wednesday after the company forecast first-quarter revenue below Wall Street expectations, signaling sluggish demand for its software. Unity expects revenue between $480 million and $490 million for the first quarter, below analysts' estimates of $492.1 million, according to data compiled by LSEG. More from Yahoo Scout How has Unity expanded beyond videogame development applications? Why did Unity Software's stock drop 30% on Wednesday? What drove Unity's strong stock performance in 2024? How might Google's AI technology threaten Unity's business model? The firm's shares have taken a beating this year largely due to fears that new artificial intelligence technology from Alphabet's Google, capable of generating interactive worlds, could replace a lot of work done by game engines in the future. This is in sharp contrast to its stock performance last year, when share prices nearly doubled as investors bet on Unity's strong positioning in the videogame software market and a recovery in mobile gaming. While the Unity engine is mostly known for videogame development, it has evolved into a platform that can be used for simulations, filmmaking and digital modeling. (Reporting by Zaheer Kachwala in Bengaluru; Editing by Jonathan Ananda)
J Studios/DigitalVision via Getty Images The last time I have covered Coeur Mining ( CDE ) was in October 2025 . Then my main concern was financial health risk, also sensitivity to metal prices. At the time, I was just cautiously optimistic. Wondering whether Rochester mine expansion is going to give results and whether the company will be able to stabilize its balance without new offerings. Almos...
J Studios/DigitalVision via Getty Images The last time I have covered Coeur Mining ( CDE ) was in October 2025 . Then my main concern was financial health risk, also sensitivity to metal prices. At the time, I was just cautiously optimistic. Wondering whether Rochester mine expansion is going to give results and whether the company will be able to stabilize its balance without new offerings. Almost immediately after my thesis, the answer to these questions dropped on us. 15 days later, Coeur reported record free cash flows, and in November it made a very confident move - announced a strategic New Gold acquisition. These events changed the risk profile, plus it made the company cheaper. Today, I am changing my thesis from a turnaround play to an aggressive growth and M&A transformation story. Even though financial survival risk is now fading away, we face a new kind of risk - successful integration and becoming one of the biggest producers in North America. New Gold Is Changing The Game In the last article, I was more focused on organic growth, but now I don't think we should be worried about that. So why now? This acquisition was given final approval by the Supreme Court of British Columbia , so we are now watching live how the company is going to transform into a North American mining giant. First, as I mentioned earlier, the merger removes a lot of risks. For those who don't know, Rainy River (Ontario) and New Afton (British Columbia) are now in Coeur's portfolio. While, in the last article, I was talking about concentration risk, the new structure is drastically reducing dependency on one region (for example, political winds in Mexico, where Palmarejo is operating). Current production will come from stable, good-for-mining Canadian jurisdictions, which institutional investors like, and when they want to buy, we need to be with them. I cannot argue with financial logic. The merged company is guiding that in 2026 they are going to generate $2 billion in free cash f...
A Cheshire woman who was shot dead by her “reckless” father while visiting him in the US after a row about Donald Trump was unlawfully killed, a coroner has ruled. Lucy Harrison, 23, who lived in Warrington and worked as a fashion buyer for Boohoo, was shot in the chest with a semi-automatic handgun by Kris Harrison while staying at his home in Prosper, Texas, on 10 January last year. Kris Harriso...
A Cheshire woman who was shot dead by her “reckless” father while visiting him in the US after a row about Donald Trump was unlawfully killed, a coroner has ruled. Lucy Harrison, 23, who lived in Warrington and worked as a fashion buyer for Boohoo, was shot in the chest with a semi-automatic handgun by Kris Harrison while staying at his home in Prosper, Texas, on 10 January last year. Kris Harrison, an alcoholic who had been drinking earlier in the day, pointed the gun at his daughter and pulled the trigger, senior coroner Jacqueline Devonish ruled. He was never charged by Texas police in relation to her death, after claiming the gun went off accidentally while he “lifted it to show her”. At the conclusion of the two-day hearing at Cheshire coroner’s court, Devonish found Harrison “knew full well he had shot his own daughter, pointing a gun at chest height and pulling the trigger”. She ruled Lucy died due to unlawful killing on the grounds of gross negligence manslaughter. Sam Littler, Lucy’s boyfriend, who was with her on the trip, told the inquest she had become upset earlier that day after having “quite a big argument” with her father about Trump, who was due to be inaugurated as president later that month. Lucy had asked her father: “How would you feel if I was the girl in that situation and I’d been sexually assaulted?” He responded that it would not upset him that much. Littler said he always “felt on edge” while visiting, adding: “There was a lot of very opinionated people in the house.” He said his girlfriend’s father had spoken in the past about taking the gun out of the box and walking around with it “like James Bond”. A friend of Lucy’s also gave evidence saying she had confessed she felt “extremely anxious” in her father’s home due to “volatility”. She said Lucy was “categorically anti-gun” and was worried about there being a firearm in the house with her two younger half-sisters. On the day Lucy was shot, Littler said he witnessed Harrison taking his da...
Image source: The Motley Fool. Feb. 11, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Thomas E. Hogan Chief Financial Officer — David Barter Chief Revenue Officer — Marcus Jewell Takeaways Annual Recurring Revenue (ARR) -- $481 million, up 21%, including $16.1 million from the Keryllium acquisition; organic ARR growth was 17%. -- $481 million, up 21%, including $16.1 million fro...
Image source: The Motley Fool. Feb. 11, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Thomas E. Hogan Chief Financial Officer — David Barter Chief Revenue Officer — Marcus Jewell Takeaways Annual Recurring Revenue (ARR) -- $481 million, up 21%, including $16.1 million from the Keryllium acquisition; organic ARR growth was 17%. -- $481 million, up 21%, including $16.1 million from the Keryllium acquisition; organic ARR growth was 17%. SaaS and cloud-based ARR -- Grew over 50%, now comprising 22% of total ARR. -- Grew over 50%, now comprising 22% of total ARR. Guardian Forensics ARR -- Maintained over 100% year-over-year growth for six consecutive quarters. -- Maintained over 100% year-over-year growth for six consecutive quarters. Revenue -- $128.8 million for the quarter, up 18% including $1 million from Keryllium; fiscal year revenue was $475.7 million, up 19%. -- $128.8 million for the quarter, up 18% including $1 million from Keryllium; fiscal year revenue was $475.7 million, up 19%. Gross margin -- 86% for the quarter and 85% for the year. -- 86% for the quarter and 85% for the year. Adjusted EBITDA -- $38.3 million for the quarter (29.8% margin), $127.6 million for the year (26.8% margin). -- $38.3 million for the quarter (29.8% margin), $127.6 million for the year (26.8% margin). Free cash flow -- $160 million for the year with a 34% margin; quarter FCF was $82.3 million. -- $160 million for the year with a 34% margin; quarter FCF was $82.3 million. Insights conversion -- 55% of the installed base converted to Insights, exceeding the 50% target. -- 55% of the installed base converted to Insights, exceeding the 50% target. Employee count -- Ended the year with 1,285 employees, up 10% over the prior year. -- Ended the year with 1,285 employees, up 10% over the prior year. Geographic ARR mix -- The Americas 53%, EMEA 35%, Asia Pacific 12%; regional ARR growth: Americas 19%, EMEA 24%, Asia Pacific 23%. -- The Americas 53%, EMEA 35%, Asia Pacific...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 9 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Olivia Elliott Chief Financial Officer — Claire Spencer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $20.7 million, a decrease from $23.4 million due to softness in the bedding category as consumers shifted from full bedding sets t...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 9 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Olivia Elliott Chief Financial Officer — Claire Spencer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $20.7 million, a decrease from $23.4 million due to softness in the bedding category as consumers shifted from full bedding sets to individual blankets. -- $20.7 million, a decrease from $23.4 million due to softness in the bedding category as consumers shifted from full bedding sets to individual blankets. Net Income -- $1.5 million, up from $900,000 driven by insurance proceeds and cost actions. -- $1.5 million, up from $900,000 driven by insurance proceeds and cost actions. Gross Margin -- 23.5%, down from 26.1% attributed to higher U.S. tariffs and one-time licensing costs associated with an insurance claim. -- 23.5%, down from 26.1% attributed to higher U.S. tariffs and one-time licensing costs associated with an insurance claim. Marketing and Administrative Expenses -- $5 million, up $600,000 due to severance from operational consolidation; 24% of net sales compared to 18.8%. -- $5 million, up $600,000 due to severance from operational consolidation; 24% of net sales compared to 18.8%. Insurance Proceeds -- $2.5 million received as a one-time benefit from a representation and warranties insurance policy connected to a product line dropped post-acquisition. -- $2.5 million received as a one-time benefit from a representation and warranties insurance policy connected to a product line dropped post-acquisition. Pre-Tax Income -- $2.1 million, an increase from $1.3 million, reflecting nonrecurring insurance proceeds and mitigation efforts. -- $2.1 million, an increase from $1.3 million, reflecting nonrecurring insurance proceeds and mitigation efforts. EPS -- Basic and diluted earnings per share of $0.14, up from $0.09. -- Basic and diluted earnings per share of $0.14, up from $0.09. Total Assets --...