This AI company is quietly generating massive cash while investors focus on the wrong risks. Here's why this stock may be setting up for its next long-term move. Meta Platforms (META 0.81%) continues to compound cash flow while sentiment stays cautious. AI, advertising dominance, and valuation discipline may be setting the stage for meaningful long-term upside. Stock prices used were the market pr...
This AI company is quietly generating massive cash while investors focus on the wrong risks. Here's why this stock may be setting up for its next long-term move. Meta Platforms (META 0.81%) continues to compound cash flow while sentiment stays cautious. AI, advertising dominance, and valuation discipline may be setting the stage for meaningful long-term upside. Stock prices used were the market prices of Jan. 30, 2026. The video was published on Feb. 02, 2026.
Lending money to Alphabet for a century might seem to raise some serious questions. Will we still use Google to search the internet in the 22nd century? The risks investors should be focused on are more mundane, but also closer to hand: The prospects for artificial intelligence, the increasing debt load of Big Tech and the risks that come with joining a crowd throwing money at a fashionable indust...
Lending money to Alphabet for a century might seem to raise some serious questions. Will we still use Google to search the internet in the 22nd century? The risks investors should be focused on are more mundane, but also closer to hand: The prospects for artificial intelligence, the increasing debt load of Big Tech and the risks that come with joining a crowd throwing money at a fashionable industry.
In the 1980s, spearheaded by Channel 4, British TV stopped telling Black and Asian people how to assimilate and gave them a voice. A golden age of dissent, activism and culture ensued – but have we since gone backwards? One afternoon in 1984, Farrukh Dhondy went for lunch, not realising he was about to become part of British television history. The Indian-born writer was working for Channel 4 at t...
In the 1980s, spearheaded by Channel 4, British TV stopped telling Black and Asian people how to assimilate and gave them a voice. A golden age of dissent, activism and culture ensued – but have we since gone backwards? One afternoon in 1984, Farrukh Dhondy went for lunch, not realising he was about to become part of British television history. The Indian-born writer was working for Channel 4 at the time on breakout multi-ethnic shows such as No Problem!, a sitcom about a family of Jamaican heritage in London, and Tandoori Nights, a comedy about an Indian restaurant. When Dhondy arrived at the Ivy, Jeremy Isaacs, the burgeoning broadcaster’s founding chief executive, ordered an £84 bottle of wine. “I thought, ‘What the hell is this all about?’” Dhondy says. It turned out Isaacs wanted him to be the next commissioning editor for Channel 4. “For God’s sake, I’m not an office job man,” he said. “I’m a writer.” But after a brief conversation with the Trinidadian activist-scholar CLR James, who was living with him while going through a divorce, Dhondy changed his mind. Continue reading...
Ceri Breeze Uber Eats ( UBER ) launched Cart Assistant, an artificial intelligence tool to help shoppers build grocery baskets based on ingredients in a recipe, past orders, a picture, or a handwritten shopping list. “At Uber, we’re focused on building AI features that genuinely make everyday tasks easier for our users. That’s the thinking behind our newest addition to Uber Eats,” the company anno...
Ceri Breeze Uber Eats ( UBER ) launched Cart Assistant, an artificial intelligence tool to help shoppers build grocery baskets based on ingredients in a recipe, past orders, a picture, or a handwritten shopping list. “At Uber, we’re focused on building AI features that genuinely make everyday tasks easier for our users. That’s the thinking behind our newest addition to Uber Eats,” the company announced on its website. Through the app, users can start shopping at their favorite grocery store on the Uber Eats ( UBER ) app and add items by taking a picture of a shopping list, recipe, or by selecting from search results. Cart Assistant will automatically take availability into account and show store-level details like item prices and applicable promotions. Uber Eats’ ( UBER ) Cart Assistant takes the AI-generated shopping experience one step further than rival Instacart’s ( CART ) Smart Shop. Launched last March, Smart Shop uses AI to identify patterns in item preferences, dietary restrictions, and shopping habits, using that information to connect to related products. But as yet, Smart Shop cannot integrate a shopping list or recipe into an online cart similar to Cart Assistant. However, until Instacart ( CART ) develops the same technology as Uber Eats ( UBER ) shoppers can use third-party apps like That Clean Life to convert digital grocery lists into an Instacart ( CART ) order. Cart Assistant's launch is weighing on shares of Instacart ( CART ), last traded more than 5% lower with a new 17-month low.
JHVEPhoto/iStock Editorial via Getty Images In December, I believed that shares of Columbus McKinnon Corporation ( CMCO ) were lifting above their weight following a large and debt-heavy $2.7 billion deal that the business announced for Kito Crosby early in 2025. Sky-high post-deal leverage and the introduction of convertible preferred equity complicated the picture, while earnings were adjusted, ...
JHVEPhoto/iStock Editorial via Getty Images In December, I believed that shares of Columbus McKinnon Corporation ( CMCO ) were lifting above their weight following a large and debt-heavy $2.7 billion deal that the business announced for Kito Crosby early in 2025. Sky-high post-deal leverage and the introduction of convertible preferred equity complicated the picture, while earnings were adjusted, and substantial synergies are badly needed to create a good outcome for common equity holders. Currently, investors cling to news about a bolt-on divestment and stable outlook for 2026. The investment case remains complicated, as a real leverage overhang will determine the outcome for equity holders in the future, with many options still on the table. Handling Materials Columbus McKinnon describes itself as a leader in so-called intelligent motion solutions, used for both material handling and global lifting, including hoisting, precision conveyance, linear motion, etc. This was a business that goes back some 150 years in time, with Columbus being a billion-dollar business in a fragmented global marketplace, which totals about $30 billion. Some 60% of these sales were generated from lifting solutions, complemented by smaller conveying, automation, and linear motion activities. Such applications and services were mostly used by industrial companies, transportation companies, energy businesses, material handling companies, etc. While the company grew sales from $600 million to a billion in the decade leading up to early 2025, some 40% dilution was incurred at the same time. This made it so that revenues on a per-share basis did not really move, all amidst rather stable margins. The Thesis Changes Overnight After reporting an 8% increase in 2023 sales to $1.01 billion, with diluted earnings reported at $2.86 per share, a $35 stock traded at non-demanding earnings multiples early in 2024. The issue is that operating performance started slipping in 2024, with both revenues and e...
Just 41 days into the new year, the crypto sector has already seen several high-profile exits. Reports that Arkham Exchange could be next quickly made the rounds. But the company says it is not going anywhere. Arkham Exchange is a crypto trading platform launched by Arkham Intelligence. ...
Just 41 days into the new year, the crypto sector has already seen several high-profile exits. Reports that Arkham Exchange could be next quickly made the rounds. But the company says it is not going anywhere. Arkham Exchange is a crypto trading platform launched by Arkham Intelligence. ...
The leaders of Turkey and Greece struck a conciliatory tone after a day of talks in Ankara, in a sign that a recent easing of tensions between the historic rivals will likely continue. “Issues between Turkey and Greece aren’t unsolvable,” Turkish President Recep Tayyip Erdogan said after a meeting with Greek premier Kyriakos Mitsotakis on Wednesday. He added that progress is possible on the disagr...
The leaders of Turkey and Greece struck a conciliatory tone after a day of talks in Ankara, in a sign that a recent easing of tensions between the historic rivals will likely continue. “Issues between Turkey and Greece aren’t unsolvable,” Turkish President Recep Tayyip Erdogan said after a meeting with Greek premier Kyriakos Mitsotakis on Wednesday. He added that progress is possible on the disagreements related to the Aegean Sea. Tensions between the two neighboring nations have eased in the past few years, after the two NATO member states came close to the brink of military confrontation in 2020. One of the main disputes between Greece and Turkey concerns maritime boundaries in the Aegean Sea. Greece says the issue should be addressed under international maritime law and has said it is open to taking the matter to international courts. Turkey, which is not a signatory to that framework, disputes its applicability to the case. “Fate has destined us to live in the same neighborhood. We cannot change geography, but we can make it an ally,” Mitsotakis said after the meeting. This was the first get-together for the two leaders since 2024, when they met in New York on the sidelines of the United Nations General Assembly. Long-running tensions also include the issue of Cyprus, which was effectively partitioned in 1963 when fighting erupted between its two main groups: Greek and Turkish Cypriots. It was fully divided in 1974 after Turkey intervened, capturing the northern third of the island and saying it intended to protect the minority Turkish Cypriots following an Athens-backed coup by supporters of union with Greece. Greece and Cyprus back a UN position to reunify the island on the basis of a bi-zonal federation. Turkey favors a two-state solution. Apart from the leaders’ meeting in Ankara, meetings between various ministers from the two nations under the so-called High-Level Cooperation Council also took place. The council, which last convened in Athens in 2023, incl...
ServiceTitan Inc. (NASDAQ:TTAN) is one of the 11 Best Beaten Down Growth Stocks to Buy Now. On February 3, Piper Sandler trimmed its target price on ServiceTitan by 14.3% to $120 (from $140) but retained its Overweight call on the stock. In addition, the firm said that ServiceTitan is one of its top picks in the software industry, next to Microsoft (NASDAQ:MSFT). ServiceTitan (TTAN) is one of Pipe...
ServiceTitan Inc. (NASDAQ:TTAN) is one of the 11 Best Beaten Down Growth Stocks to Buy Now. On February 3, Piper Sandler trimmed its target price on ServiceTitan by 14.3% to $120 (from $140) but retained its Overweight call on the stock. In addition, the firm said that ServiceTitan is one of its top picks in the software industry, next to Microsoft (NASDAQ:MSFT). ServiceTitan (TTAN) is one of Piper Sandler's top picks in the software industry Copyright: Kurhan / 123RF Stock Photo Similar to Piper Sandler’s comment on Vertex Inc. (NASDAQ:VERX), concerns about seat compression due to the impact of artificial intelligence, specifically vibe coding, were key reasons for the target price cut on TTAN. Piper Sandler emphasized that its decision does not reflect the firm’s conviction regarding TTAN’s Q4-2026 earnings (which will be released on March 12). For context, Anthropic’s launch of open-source plugins for Claude Cowork on January 30 spooked investors who fear that most software can eventually be replaced with these self-serve open-source generative AI tools. As such, this release from Anthropic erased $285 billion in market capitalization for software, financial services, and asset management stocks, according to Bloomberg. ServiceTitan’s stock price fell 21.8% to $61.29 (from $78.34) because of this news, before rebounding slightly to $63.74. Despite the sell-off, most analysts are still convinced that TITAN is a good investment. According to CNN, the median target price is $130.50, implying an upside of 104.74%. ServiceTitan Inc. (NASDAQ:TTAN) is a customer relationship management (CRM) software provider, catering specifically to trade persons and service contractors. The company is located in Glendale, California, and was founded in June 2008 by Ara Mahdessian and Vahe Kuzoyan. While we acknowledge the potential of ServiceTitan Inc. (NASDAQ:TTAN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re l...
Investing.com -- Amazon.com Inc (NASDAQ:AMZN) intensified its push into the healthcare sector Wednesday, announcing a massive logistics expansion that sent shockwaves through the digital health market. The retail giant plans to scale its same-day prescription delivery service to nearly 4,500 cities and towns by the end of 2026. The move aims to bridge gaps left by a national wave of pharmacy closu...
Investing.com -- Amazon.com Inc (NASDAQ:AMZN) intensified its push into the healthcare sector Wednesday, announcing a massive logistics expansion that sent shockwaves through the digital health market. The retail giant plans to scale its same-day prescription delivery service to nearly 4,500 cities and towns by the end of 2026. The move aims to bridge gaps left by a national wave of pharmacy closures and chronic staffing shortages in traditional retail settings. Amazon will introduce this rapid service to new territories, including Idaho and Massachusetts, over the coming year. The company is leveraging its vast logistics network to deploy specialized delivery methods, ranging from e-bikes in Manhattan to ferries and horses on Mackinac Island. "By combining our pharmacy expertise with our logistics network, we’re removing critical barriers and helping patients start treatment faster," said John Love, vice president of Amazon Pharmacy. This logistical prowess is increasingly viewed as a structural threat to standalone telehealth platforms that lack similar physical distribution power. "Patients shouldn’t have to choose between speed, cost, and convenience when it comes to their medication, regardless of where they live," Love added The announcement triggered a sharp sell-off across the telehealth sector, with shares of Teladoc Inc (NYSE:TDOC) and Doximity Inc (NYSE:DOCS) falling 5.8% and 2.9%, respectively. Investors have expressed concern that Amazon’s "digital-forward" pharmacy model will commoditize the patient-provider relationship held by smaller firms. Hims Hers Health Inc (NYSE:HIMS) also saw its stock decline 2.3%, compounding a week of heavy losses driven by regulatory scrutiny over its GLP-1 weight-loss pill offerings. The company recently faced a patent infringement lawsuit from Novo Nordisk and increasing pressure from the Food and Drug Administration. Simultaneously, Amazon is deepening its clinical capabilities through its One Medical subsidiary by laun...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Lloyd Yates Executive Vice President and Chief Financial Officer — Shawn Anderson Executive Vice President, Technology, Customer, and Chief Commercial Officer — Michael Luhrs Executive Vice President and Group President of NiSource Utilities — Melody Birmingham Vice Presi...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Lloyd Yates Executive Vice President and Chief Financial Officer — Shawn Anderson Executive Vice President, Technology, Customer, and Chief Commercial Officer — Michael Luhrs Executive Vice President and Group President of NiSource Utilities — Melody Birmingham Vice President, Investor Relations — Durgesh Chopra Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted EPS -- $1.90 for 2025 and $0.51 for the fourth quarter, both above the stated guidance range. -- $1.90 for 2025 and $0.51 for the fourth quarter, both above the stated guidance range. FFO to Debt Ratio -- 16.1% in 2025, up 150 basis points, exceeding the 14%-16% targeted range. -- 16.1% in 2025, up 150 basis points, exceeding the 14%-16% targeted range. 2026 Adjusted EPS Guidance -- $2.02-$2.07 per share, representing approximately 8% year-over-year growth. -- $2.02-$2.07 per share, representing approximately 8% year-over-year growth. Annual Dividend Increase -- 7.1% rise approved for 2026, aligning with a 55%-65% payout ratio target. -- 7.1% rise approved for 2026, aligning with a 55%-65% payout ratio target. Capital Investment Plan -- $21 billion base utility CapEx over five years, with an additional $6-$7 billion specifically for the Amazon Genco project by 2032. -- $21 billion base utility CapEx over five years, with an additional $6-$7 billion specifically for the Amazon Genco project by 2032. Customer Bill Impact -- Annual average bill increases targeted below 5% through proactive regulatory rate design and O&M cost controls. -- Annual average bill increases targeted below 5% through proactive regulatory rate design and O&M cost controls. Amazon Agreement -- $1 billion to flow back to Indiana customers, equating to $7-$9 per customer per month, subject to IURC approval expected in the first half of 2026. -- $1 billion to flow back to Indiana cu...
Jenny Jones is right to argue for reform of the House of Lords (Peter Mandelson is fleeing the House of Lords: now let’s throw out all the other rogues and idlers, 4 February). But can I offer a word of caution? There is talk of remaking the Lords as another elected chamber. I think that would be a mistake. It would generate a competing democratic mandate, which is the last thing we need (just loo...
Jenny Jones is right to argue for reform of the House of Lords (Peter Mandelson is fleeing the House of Lords: now let’s throw out all the other rogues and idlers, 4 February). But can I offer a word of caution? There is talk of remaking the Lords as another elected chamber. I think that would be a mistake. It would generate a competing democratic mandate, which is the last thing we need (just look at the US if you need proof). What is required is a chamber devoted to scrutiny (of draft legislation and executive action), advice and accountability in public office. Its members should be experts in their field, people of proven ability, untrammelled by party allegiance, nominated by the public but chosen by Commons free vote, and should hold office for a fixed term of five years. The chamber would not be able to defeat Commons legislation, but could delay it for the purpose of proper scrutiny. The Commons, too, would need to accept change. To put the executive back in its place, they would have to abolish whipping, take back control of the timetable and undertake to give due consideration to what the hopefully re-named Lords (how about “Senate” instead?) advised, rather than acting as a rubber stamp for the executive. Who knows? In a few years we could actually achieve representative democracy. Chris House Hertford Jenny Jones is of course quite right to say that a better way must be found to select members of an essential second house, but even if you posited holding a general election as a selection process, someone would have to propose the names on the voting papers. A respected group is needed to make the proposals: it might eventually be the job of the privy council, but currently there is little reason for voters to trust any proposals that that group would make. There is only one group of people who might have sufficient respect from the voters, and these are a few of the female members of the royal family – sorry to add to your workload, Anne, but you’re youn...
(RTTNews) - After a weak start and a subsequent struggle till noon, the Switzerland market managed to find some support on Wednesday to eventually end the day's session on a fairly positive note. The benchmark SMI, which dropped to 13,459.63 in early trades, ended the day with a gain of 41.62 points or 0.31% at 13,559.84, slightly off the session's high of 13,569.64. Swisscom climbed nearly 3%. Li...
(RTTNews) - After a weak start and a subsequent struggle till noon, the Switzerland market managed to find some support on Wednesday to eventually end the day's session on a fairly positive note. The benchmark SMI, which dropped to 13,459.63 in early trades, ended the day with a gain of 41.62 points or 0.31% at 13,559.84, slightly off the session's high of 13,569.64. Swisscom climbed nearly 3%. Lindt & Spruengli gained 2.4% and VAT Group moved up 2.1%, while Novartis, Roche Holding and ABB ended higher by 1.75%, 1.65% and 1.3%, respectively. Logitech International, Swiss Re, Galderma Group, Amrize, Kuehne + Nagel and Sandoz Group gained 0.5%-1%. Schindler Holding tanked more than 10%. The Swiss lift and escalator maker said it expects 2026 revenue to grow by low- to mid-single digits in local currencies. SGS, Partners Group and Julius Baer ended down by 3.1%-3.8%. UBS Group closed 2.8% down, Sonova lost 2.25%, and Lonza Group ended nearly 2% down. Straumann Holding, Alcon, Helvetia Baloise Holding and Givaudan also ended notably lower. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Earnings Call Insights: GXO Logistics, Inc. (GXO) Q4 2025 Management View GXO CEO Patrick Kelleher reported record fourth quarter revenue of $3.5 billion and record adjusted EBITDA of $255 million. Kelleher stated, "Total revenue was a record of $13.2 billion with every region delivering organic growth and full year adjusted EBITDA was a record at $881 million, even against a dynamic macro backdro...
Earnings Call Insights: GXO Logistics, Inc. (GXO) Q4 2025 Management View GXO CEO Patrick Kelleher reported record fourth quarter revenue of $3.5 billion and record adjusted EBITDA of $255 million. Kelleher stated, "Total revenue was a record of $13.2 billion with every region delivering organic growth and full year adjusted EBITDA was a record at $881 million, even against a dynamic macro backdrop." Kelleher highlighted $1.1 billion in new business wins for 2025 and $774 million of expected incremental new business revenue secured for 2026, stating this is "an increase of over 20% compared to this time last year." The CEO announced 2026 guidance, "which at the midpoint shows accelerating organic growth, adjusted EBITDA margin expansion and an increase of 20% adjusted diluted EPS growth at the midpoint." Kelleher detailed recent leadership changes with new appointments in commercial, operations, and Americas/Asia Pacific, emphasizing, "These changes are primary accelerators designed to...scale consistent operating standards across the organization...sharpen growth priorities...and grow our market share in the U.S." On technology, Kelleher said, "We are already at the leading edge of AI in our industry, and we plan to move even faster in AI and robotics this year, particularly with humanoid robots. A key focus will be the continued rollout of GXO IQ, our AI-powered warehouse operating system." CFO Baris Oran stated, "For the full year of 2025, we generated record revenue of $13.2 billion, growing 12.5%, of which 3.9% was organic. We delivered adjusted EBITDA of $881 million, growing 8%. Our adjusted diluted earnings per share was $2.51, and we delivered adjusted net income of $292 million." Oran also highlighted, "Our leverage levels improved to 2.5x net debt to adjusted EBITDA, even after executing $200 million in share buybacks in the first half of 2025 at an average price of $37.34." Chief Strategy Officer Kristine Kubacki said, "During the fourth quarter, we won ...
Earnings Call Insights: Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2025 Management View CEO Stuart Rothstein reported that Apollo Commercial Real Estate Finance is actively managing its real estate owned (REO) portfolio, focusing on improving run rate cash flow and maximizing value for exit. Rothstein stated, "With respect to the Brook, which, as a reminder, is a newly built Class A mult...
Earnings Call Insights: Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2025 Management View CEO Stuart Rothstein reported that Apollo Commercial Real Estate Finance is actively managing its real estate owned (REO) portfolio, focusing on improving run rate cash flow and maximizing value for exit. Rothstein stated, "With respect to the Brook, which, as a reminder, is a newly built Class A multifamily tower with 591 residential units and approximately 20,000 square feet of ground floor retail in Brooklyn, New York. The property is currently approximately 56% leased across market rate units and is experiencing strong leasing momentum." Management is targeting stabilization of the Brook later this year and is evaluating options to unlock additional value from an adjacent land parcel. Rothstein highlighted cost savings initiatives at the Mayflower hotel and value-add upgrades at the Courtland Grand in Atlanta, aiming to drive group business in 2026. The company is receiving business interruption insurance proceeds following a fire at the Courtland Grand and continues to evaluate restoration and insurance recovery paths to maximize value. The company maintains a minority interest in the Massachusetts predevelopment portfolio and is pursuing zoning changes to increase site value. CFO Anastasia Mironova stated, "In the fourth quarter, ARI reported distributable earnings of $37 million or $0.26 per diluted share of common stock. For the full year, distributable earnings totaled $139 million or $0.98 per diluted share. GAAP net income available to common stockholders was $26 million or $0.18 per diluted share for the fourth quarter and $114 million or $0.81 per diluted share for the full year." Mironova also noted that the weighted average risk rating of the loan portfolio was 3.0, unchanged from the previous quarter and year, and that the balance of loans on nonaccrual decreased by over $170 million year-over-year. Outlook No explicit future EPS or revenue guidance was ...
REGULATED INFORMATION Brussels, 11 February 2026, 5:55 PM STRONG FULL-YEAR 2025 RESULTS CONFIRM NEXTENSA’S STRATEGIC COURSE Nextensa closed the 2025 financial year with strong results, confirming a clear increase in profitability (+€33.8 M) driven by a higher contribution from development activities (+1.8 M), lower financing costs (-9.2 M) and a continued balance sheet strengthening. During 2024 a...
REGULATED INFORMATION Brussels, 11 February 2026, 5:55 PM STRONG FULL-YEAR 2025 RESULTS CONFIRM NEXTENSA’S STRATEGIC COURSE Nextensa closed the 2025 financial year with strong results, confirming a clear increase in profitability (+€33.8 M) driven by a higher contribution from development activities (+1.8 M), lower financing costs (-9.2 M) and a continued balance sheet strengthening. During 2024 and 2025, Nextensa executed several targeted transactions for a total amount of €360 M. As a direct outcome of this disciplined capital recycling approach, Nextensa reduced its debt ratio from 45.39% to 38.80%, significantly enhancing financial flexibility and strengthening the Group’s capacity to finance the next phase of its development pipeline with the Lake Side project and BEL Towers as key developments. These projects are envisaged to start in 2026 (subject to permit and commercialisation) and will entail a construction cost of approximately €265 M for the Proximus HQ and the residential tower at Lake Side and approximately €300 M for the BEL Towers, a mixed-use redevelopment of 115.000 m². FULL-YEAR PROFITABILITY SUPPORTED BY STRATEGIC EXECUTION For the full year 2025, Nextensa realised a net result (Group share) of €33.2 M, corresponding to €3.29 per dividend-entitled share, compared with -€10.8 M one year earlier. Profitability was primarily driven by a higher contribution from development activities, lower financing costs, and disciplined operational and financial management. The investment property portfolio proved resilient in a volatile market environment, with only limited revaluations over the year. CAPITAL RECYCLING AND STRATEGIC MILESTONES During 2025, Nextensa executed several targeted transactions that significantly reinforced its financial position, including the sale of the Knauf shopping centres, the retail site in Ingeldorf, the Monteco office building and the group’s participation in Retail Estates. In parallel, Proximus confirmed Tour & Taxis as the ...
GEREGLEMENTEERDE INFORMATIE Brussel, 11 februari 2026, 17u55 STERKE RESULTATEN OVER 2025 BEVESTIGEN DE STRATEGIE VAN NEXTENSA Nextensa sloot het boekjaar 2025 af met sterke resultaten, waarmee een duidelijke stijging van de winstgevendheid werd bevestigd (+€ 33,8 M), gedreven door een hogere bijdrage van de ontwikkelingsactiviteiten (+€ 1,8 M), lagere financieringskosten (-€ 9,2 M) en een verdere ...
GEREGLEMENTEERDE INFORMATIE Brussel, 11 februari 2026, 17u55 STERKE RESULTATEN OVER 2025 BEVESTIGEN DE STRATEGIE VAN NEXTENSA Nextensa sloot het boekjaar 2025 af met sterke resultaten, waarmee een duidelijke stijging van de winstgevendheid werd bevestigd (+€ 33,8 M), gedreven door een hogere bijdrage van de ontwikkelingsactiviteiten (+€ 1,8 M), lagere financieringskosten (-€ 9,2 M) en een verdere versterking van de balans. In 2024 en 2025 realiseerde Nextensa meerdere gerichte transacties voor een totaalbedrag van € 360 M. Als rechtstreeks gevolg van deze gedisciplineerde kapitaalrecyclage verlaagde Nextensa haar schuldgraad van 45,39% naar 38,80%, wat de financiële flexibiliteit aanzienlijk versterkte en de capaciteit van de Groep vergrootte om de volgende fase van haar ontwikkelingspipeline te financieren, met Lake Side en BEL Towers als kernprojecten. Deze projecten worden in 2026 opgestart (onder voorbehoud van vergunning en commercialisatie) en zullen een bouwkost van ongeveer € 265 M met zich meebrengen voor de Proximus HQ en de residentiële toren in Lake Side en ongeveer € 300 M voor de BEL Towers, een gemengde herontwikkeling van 115.000 m². JAARLIJKSE RENDABILITEIT ONDERSTEUND DOOR DE UITVOERING VAN DE STRATEGIE Over het volledige boekjaar 2025 realiseerde Nextensa een nettoresultaat (aandeel van de groep) van € 33,2 M, of € 3,29 per dividendgerechtigd aandeel, tegenover -€ 10,8 M een jaar eerder. Deze positieve evolutie van de rendabiliteit is voornamelijk toe te schrijven aan de verhoogde bijdrage van de ontwik-kelingsactiviteiten, de daling van de financiële lasten en een gedisciplineerd operationeel en financieel beheer. In een volatiele marktomgeving heeft de portefeuille vast-goedbeleggingen haar veerkracht aangetoond, met beperkte waardecorrecties over het boekjaar. KAPITAALRECYCLAGE EN STRATEGISCHE MIJLPALEN In de loop van 2025 zette Nextensa haar actief kapitaal-recyclagebeleid voort via meerdere gerichte transacties die haar financiële positie aan...
INFORMATION RÉGLEMENTÉE Bruxelles, 11 février 2026, 17h55 DES RÉSULTATS 2025 SOLIDES CONFIRMANT LA STRATÉGIE DE NEXTENSA Nextensa a clôturé l’exercice financier 2025 avec des résultats solides, confirmant une nette amélioration de sa rentabilité (+€ 33,8 M), portée par une contribution accrue des activités de développement (+€ 1,8 M), la baisse des coûts de financement (-€ 9,2 M) et la poursuite d...
INFORMATION RÉGLEMENTÉE Bruxelles, 11 février 2026, 17h55 DES RÉSULTATS 2025 SOLIDES CONFIRMANT LA STRATÉGIE DE NEXTENSA Nextensa a clôturé l’exercice financier 2025 avec des résultats solides, confirmant une nette amélioration de sa rentabilité (+€ 33,8 M), portée par une contribution accrue des activités de développement (+€ 1,8 M), la baisse des coûts de financement (-€ 9,2 M) et la poursuite du renforcement du bilan. Au cours des exercices 2024 et 2025, Nextensa a réalisé plusieurs transactions ciblées pour un montant total de € 360 M. Grâce à cette approche disciplinée de recyclage du capital, le groupe a réduit son ratio d’endettement de 45,39 % à 38,80 %, renforçant significativement sa flexibilité financière et sa capacité à financer la prochaine phase de son pipeline de développement, avec les projets Lake Side et BEL Towers comme développements clés. Ces projets devraient démarrer en 2026 (sous réserve de l’obtention des permis et de la commercialisation) et représenteront un coût de construction d’environ € 265 M pour le siège de Proximus et la tour résidentielle de Lake Side, ainsi qu’environ € 300 M pour les BEL Towers, un projet de redéveloppement mixte de 115.000 m². UNE RENTABILITÉ ANNUELLE SOUTENUE PAR L’EXÉCUTION DE LA STRATÉGIE Sur l’ensemble de l’exercice 2025, Nextensa a réalisé un résul-tat net (part du Groupe) de € 33,2 M, soit € 3,29 par action donnant droit au dividende, contre -€ 10,8 M un an plus tôt. Cette évolution positive de la rentabilité s’explique principa-lement par la contribution accrue des activités de dévelop-pement, la diminution des charges financières et une gestion opérationnelle et financière disciplinée. Dans un contexte de marché volatil, le portefeuille d’immeubles de placement a fait preuve de résilience, avec des ajustements de valeur limités sur l’exercice. RECYCLAGE DU CAPITAL ET ÉTAPES STRATÉGIQUES CLÉS Au cours de l’année 2025, Nextensa a poursuivi activement sa politique de recyclage du capital à travers plusieur...
As a 24-year-old French man, I think this plan (France’s letters to 29-year-olds to remind them to have babies is a spectacular missing of the point, 10 February) reveals a mind‑boggling lack of understanding by our country’s leaders of what is actually going through the minds of our generation. For as long as I can remember, teachers, scientists and the media have been telling us that the world i...
As a 24-year-old French man, I think this plan (France’s letters to 29-year-olds to remind them to have babies is a spectacular missing of the point, 10 February) reveals a mind‑boggling lack of understanding by our country’s leaders of what is actually going through the minds of our generation. For as long as I can remember, teachers, scientists and the media have been telling us that the world is essentially ending and that life on Earth will not endure. The tone varies, but that is the general message we have grown up with. Of course, the financial inability to have children is a strong and valid argument, and probably the more rational one. But when you have been conditioned to believe that the very idea of a viable future is limited, deeper and more emotional concerns come into play. Perhaps if governments began acting in ways that demonstrated a genuine commitment to the future of our habitat, people would feel more inclined to populate it. Daniel Whittington Puteaux, France Imagine receiving such a letter just after having a miscarriage, or after a breakup with a long-term partner, or worse, if you know you can’t have children. My daughter was born in Sweden, where they had more than a year’s maternity leave to be shared between parents, and subsidised childcare. (Nowadays, Sweden also has declining birth rates.) Standard maternity leave in France is still four months. One of my friends had a breakdown when she had to go back to work and leave her three-month-old baby with a childminder. Name and address supplied I read this article with some dismay. Rather than advocating a “mind your own business” approach, Zoe Williams might have been better advised to consider the huge emotional cost to women and men of leaving conception too late. I recently met an NHS gynaecologist who routinely visits schools to remind pupils of the limits on their fertility. In an age of virtually unlimited choice, it is hard for many young people to understand that in this particular...
Semiconductor stocks have a reputation for being the most expensive in town, but that's not really the case. The past several months have tested investor resolve, with many chip stocks experiencing sharp corrections that have erased gains and left portfolios bruised. That said, this has created the very conditions that produce outsized returns. When broad-based selling hits a sector as structurall...
Semiconductor stocks have a reputation for being the most expensive in town, but that's not really the case. The past several months have tested investor resolve, with many chip stocks experiencing sharp corrections that have erased gains and left portfolios bruised. That said, this has created the very conditions that produce outsized returns. When broad-based selling hits a sector as structurally important as semiconductors, it rarely discriminates between the fundamentally broken and the merely misunderstood. You can buy large-cap stocks like Nvidia (NVDA) or Broadcom (AVGO), but smaller companies with strong operational foundations are also worth having exposure to. More interest rate cuts are expected later this year, and that should help these small caps out. Here are three top-rated chip stocks to look into that are more agile and have more growth potential. Do note that buying these stocks naturally includes taking on more risk, as they have smaller market caps than the aforementioned chipmaking juggernauts. Atomera (ATOM) Atomera (ATOM) is a semiconductor materials and intellectual property licensing company. It does not build fabs or produce finished semiconductors. The company re-engineers silicon substrates, and this is what they call a “quantum engineered superlattice.” The modification allows performance gains and cost advantages. It could allow better DRAM and SRAM, and since the memory market is quite hot, the demand could cause the stock to rebound. If you look at the addressable market, the bull case gets quite compelling. ATOM's market cap is just $81 million at the moment. Since the company licenses IP and is not involved in chip manufacturing, revenues have high margins and flow almost directly to the bottom line. The problem is, there's no meaningful revenue yet. If even one major foundry moves MST into high-volume manufacturing and begins paying royalties, the revenue shift from near-zero to tens of millions would be seismic relative to the cu...
In this video, I will cover a new company from South America, Inter & Co (NASDAQ:INTR). I'll also compare it to Nu Holdings and touch on the latest CoreWeave news. 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 Jan. 26, 2026. The video was published on Jan. 26, 2026. Where to invest $1,000 right now...
In this video, I will cover a new company from South America, Inter & Co (NASDAQ:INTR). I'll also compare it to Nu Holdings and touch on the latest CoreWeave news. 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 Jan. 26, 2026. The video was published on Jan. 26, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Should you buy stock in Inter & Co right now? Before you buy stock in Inter & Co, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Inter & Co wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,353!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,155,789!* Now, it’s worth noting Stock Advisor’s total average return is 920% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 11, 2026. Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opi...