At Holdings Channel, we have reviewed the latest batch of the 88 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Oracle Corp (Symbol: ORCL) was held by 44 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good ide
At Holdings Channel, we have reviewed the latest batch of the 88 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Oracle Corp (Symbol: ORCL) was held by 44 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good ide
CME Explores First-Ever Rare Earth Futures Contracts CME Group is drawing up plans for what could become the first-ever futures contract tied to rare earths, according to three people familiar with the matter, offering governments, companies and lenders a potential tool to manage exposure to a market long dominated by China, according to Reuters . The proposed contract would track neodymium and pr...
CME Explores First-Ever Rare Earth Futures Contracts CME Group is drawing up plans for what could become the first-ever futures contract tied to rare earths, according to three people familiar with the matter, offering governments, companies and lenders a potential tool to manage exposure to a market long dominated by China, according to Reuters . The proposed contract would track neodymium and praseodymium (NdPr), typically traded together and used to produce permanent magnets found in electric vehicle motors, wind turbines, drones and fighter jets. While discussions are ongoing, no final decision has been made. Liquidity remains a concern, as rare earth trading volumes are small compared with most established metals markets. Rival exchange operator Intercontinental Exchange has also examined launching rare earth derivatives, though two sources said its efforts are at an earlier stage. CME declined to comment, and ICE did not respond to requests for comment. Reuters writes that volatile pricing has been a major obstacle for Western rare earth projects seeking funding. Banks have been wary of backing new mines and processing facilities because producers lack reliable ways to hedge against sharp price swings. According to Shanghai Metals Market data, NdPr prices in China have surged roughly 40% this year to their highest levels since mid-2022, after sliding by half in the 15 months through May 2023. Currently, benchmark prices are set in China and reflected in assessments by agencies including Fastmarkets and Benchmark Mineral Intelligence. China controls about 90% of processed rare earth supply, complicating Western efforts to diversify sourcing. Rare earths — a group of 17 elements essential to electronics, defence systems and the energy transition — have become a strategic priority. The U.S. recently introduced a $12 billion strategic stockpile and formed a preferential trade bloc with allies focused on critical minerals. Last July, Washington agreed to a multibil...
Amazon's rolling out a new "Send to Alexa Plus" feature to the latest Kindle Scribe and Kindle Scribe Colorsoft owners starting February 12. The feature lets you send your notes or documents to Amazon's AI-powered Alexa Plus assistant, which can then summarize them, turn them into to-do lists, calendar events, or reminders, as well as help brainstorm, and offer project guidance. I spent about a da...
Amazon's rolling out a new "Send to Alexa Plus" feature to the latest Kindle Scribe and Kindle Scribe Colorsoft owners starting February 12. The feature lets you send your notes or documents to Amazon's AI-powered Alexa Plus assistant, which can then summarize them, turn them into to-do lists, calendar events, or reminders, as well as help brainstorm, and offer project guidance. I spent about a day or so testing it primarily to help with caregiving tasks, and it was mostly helpful despite some limitations. It works best when asked to digest information into something actionable. It accurately summarized my handwritten notes and PDF document … Read the full story at The Verge.
At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Ishares 0-3 Month Treasury Bond Etf (Symbol: SGOV) was held by 6 of these funds. When hedge fund managers appear to be thinking alike, w
At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Ishares 0-3 Month Treasury Bond Etf (Symbol: SGOV) was held by 6 of these funds. When hedge fund managers appear to be thinking alike, w
At Holdings Channel, we have reviewed the latest batch of the 44 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Procter & Gamble Company (Symbol: PG) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we find i
At Holdings Channel, we have reviewed the latest batch of the 44 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Procter & Gamble Company (Symbol: PG) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we find i
The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter. In 2026, it’s been mostly looking lower for many of the top quantum plays, including some of the more speculative plays. That said, the technology is still worth keeping tabs on, even as the quantum pure-play stocks continue ... My Top Quantum Pick: The Only Stock I’d Buy
The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter. In 2026, it’s been mostly looking lower for many of the top quantum plays, including some of the more speculative plays. That said, the technology is still worth keeping tabs on, even as the quantum pure-play stocks continue ... My Top Quantum Pick: The Only Stock I’d Buy
Dutch telecommunications group Odido said it was hit with a cyberattack that compromised customer data, though services have remained operational. The mobile network, owned by buyout firms Apax Partners and Warburg Pincus , said Thursday in a statement that it contained the incident as quickly as possible, and that it reported the compromise to the Authority for Personal Data. Passwords, call reco...
Dutch telecommunications group Odido said it was hit with a cyberattack that compromised customer data, though services have remained operational. The mobile network, owned by buyout firms Apax Partners and Warburg Pincus , said Thursday in a statement that it contained the incident as quickly as possible, and that it reported the compromise to the Authority for Personal Data. Passwords, call records and invoice data weren’t among the stolen information, according to the announcement. Odido will alert affected customers within 48 hours, “due to the volume” of people impacted, according to the statement. Odido didn’t specify how many of its customers’ information was involved in the breach. The telecommunications group recently postponed plans for an initial public offering in Amsterdam after a muted response from investors and corners over market volatility, Reuters reported. It serves roughly 8 million customers , according to Apax Partners. Mobile data represents a valuable target for cybercrime groups and nation-state spies because of the deeply personal information stored within telecommunications firms. Text message and call metadata, location information and customer billing data each contain details that would help attackers learn more about an individual’s life or finances. The European Commission on Feb. 5 said that a cyberattack may have accessed its central mobile infrastructure. That breach may have resulted in hackers’ gaining access to some staff names and mobile numbers, according to the statement. “As Europe faces daily cyber and hybrid attacks on essential services and democratic institutions, the Commission is committed to further strengthen the EU’s cybersecurity resilience and capabilities,” the European Commission said in a statement on Feb. 5. There has been no public indication that the Odido and Europen Commission incidents were connected.
At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Kimberly-Clark Corp. (Symbol: KMB) was held by 7 of these funds. When hedge fund managers appear to be thinking alike, we find it is a g
At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Kimberly-Clark Corp. (Symbol: KMB) was held by 7 of these funds. When hedge fund managers appear to be thinking alike, we find it is a g
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added mar...
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added market share during the quarter without seeing a decline in operating income. Nebius ( NBIS ) rose about 1.6% in early action after releasing its fourth-quarter results. The Dutch AI infrastructure provider saw revenue for the quarter ended Dec. 31 surge 547% year-over-year to $227.7 million. However, the numbers came in below the consensus estimate of $242.79 million. Palantir ( PLTR ) edged up 0.5% in premarket trading as the tech giant said it had received a notable authorization from the U.S. government. Separately, investor Michael Burry issued a cautious report on Palantir on his investment website after indicating earlier this month that he was “working on something” related to the company. Microsoft ( MSFT ) gained 0.4% before the opening bell after AI head Mustafa Suleyman said the company is pursuing “true self-sufficiency” in AI by developing its own powerful models and reducing its dependence on OpenAI, The Financial Times reported. The strategic shift comes following restructuring of its relationship with OpenAI in October 2025. More Related Stories If Software Is Dead, Microsoft Wins Microsoft Is A Buy Amid Software Meltdown (Rating Upgrade) Microsoft's Post-Earnings Share Sell-Off Creates Opportunity For Long-Term Investors Nebius rises after Q4 revenue surges; plans new data center in France Palantir in focus as company receives DISA authorization; Michael Burry weighs in
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added mar...
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added market share during the quarter without seeing a decline in operating income. Nebius ( NBIS ) rose about 1.6% in early action after releasing its fourth-quarter results. The Dutch AI infrastructure provider saw revenue for the quarter ended Dec. 31 surge 547% year-over-year to $227.7 million. However, the numbers came in below the consensus estimate of $242.79 million. Palantir ( PLTR ) edged up 0.5% in premarket trading as the tech giant said it had received a notable authorization from the U.S. government. Separately, investor Michael Burry issued a cautious report on Palantir on his investment website after indicating earlier this month that he was “working on something” related to the company. Microsoft ( MSFT ) gained 0.4% before the opening bell after AI head Mustafa Suleyman said the company is pursuing “true self-sufficiency” in AI by developing its own powerful models and reducing its dependence on OpenAI, The Financial Times reported. The strategic shift comes following restructuring of its relationship with OpenAI in October 2025. More Related Stories If Software Is Dead, Microsoft Wins Microsoft Is A Buy Amid Software Meltdown (Rating Upgrade) Microsoft's Post-Earnings Share Sell-Off Creates Opportunity For Long-Term Investors Nebius rises after Q4 revenue surges; plans new data center in France Palantir in focus as company receives DISA authorization; Michael Burry weighs in
A limited-time collection of Ryan Gillett’s illustrations from the Saturday magazine series is now available to buy here , only until 23 February The Guardian Print Shop presents a curated selection of works from This is how we do it – the infamous Saturday column where couples share the naked truth about their sex lives. The Brighton-based illustrator Ryan Gillett creates hand-drawn, textured ill...
A limited-time collection of Ryan Gillett’s illustrations from the Saturday magazine series is now available to buy here , only until 23 February The Guardian Print Shop presents a curated selection of works from This is how we do it – the infamous Saturday column where couples share the naked truth about their sex lives. The Brighton-based illustrator Ryan Gillett creates hand-drawn, textured illustrations full of warmth and charm for each column. His signature characters reveal human foibles with humour and depth, while his imaginative approach brings playful, unexpected twists that highlight the delight and complexity of human nature. Buy your print here Continue reading...
At Holdings Channel, we have reviewed the latest batch of the 40 most recent 13F filings for the 12/31/2025 reporting period, and noticed that McKesson Corp (Symbol: MCK) was held by 20 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
At Holdings Channel, we have reviewed the latest batch of the 40 most recent 13F filings for the 12/31/2025 reporting period, and noticed that McKesson Corp (Symbol: MCK) was held by 20 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
da-kuk/E+ via Getty Images Napco Security Technologies, Inc. ( NASDAQ : NSSC ) has been executing pretty well for a while now. Its recurring revenue is compounding nicely, equipment margins are creeping up again, and its operating model is throwing off real cash. These are the things I like to see in a business. However, my main interest when I covered the company back in November was whether its ...
da-kuk/E+ via Getty Images Napco Security Technologies, Inc. ( NASDAQ : NSSC ) has been executing pretty well for a while now. Its recurring revenue is compounding nicely, equipment margins are creeping up again, and its operating model is throwing off real cash. These are the things I like to see in a business. However, my main interest when I covered the company back in November was whether its performance could stay consistent and push high enough to justify the premium at the time. After all, strong fundamentals don’t automatically make a stock attractive if the valuation is already too far ahead of reality. The market seems to think so, as the stock is up ~10% since that article. Well, Q2’s results are out, and I will be reviewing them to see whether the business’s pace and durability around execution support the bullishness or not. Anything other than a quarter that materially raised its earnings base or provided a new layer of operating leverage won’t cut it, I’m afraid. Q2 FY26: Execution Stays Strong A quick look at the table below shows that this was another clean quarter, especially from an operating standpoint. Metric Q2 FY26 YoY Revenue $48.2M +12.2% Recurring service revenue (RSR) $23.8M +12.5% Equipment revenue $24.3M +12.0% Total gross margin 58.6% +160 bps RSR gross margin 90.2% Slightly lower Equipment gross margin 27.6% +400 bps Operating income $14.8M +32% Net income / EPS $13.5M / $0.38 +29% Adjusted EBITDA margin ~32% Up materially Cash & marketable securities $115M No debt Click to enlarge Let me highlight the main things that really stand out. First, we can see that both of Napco’s main segments are contributing to the topline (double-digit growth in each of them). I like that because it means that hardware isn’t dragging the business anymore, and door locking seems to be doing most of the heavy lifting on the equipment side. The margins also improved significantly, especially in the segments I was watching after Q1. Equipment’s gross margin ...
designer491/iStock via Getty Images Warren Buffett once said , If you don't find a way to make money while you sleep, you will work until you die. One way to do that is by living beneath your means, saving money, and investing those savings into dividend stocks. Of course, that begs the question, which dividend stocks, and how would you build such a portfolio? Well, if you have a huge nest egg con...
designer491/iStock via Getty Images Warren Buffett once said , If you don't find a way to make money while you sleep, you will work until you die. One way to do that is by living beneath your means, saving money, and investing those savings into dividend stocks. Of course, that begs the question, which dividend stocks, and how would you build such a portfolio? Well, if you have a huge nest egg consisting of millions of dollars, the equation becomes quite simple, as you could easily just buy a low-cost index fund and live off of a very conservative percentage rule with annual withdrawals of 1%, 2%, 3% per year, which would be funded in part by the dividends that the S&P 500 ( SPY )( VOO ) throws off and the rest from small withdrawals that should be sustainable for the long term. You could even be more conservative and employ an all-weather type portfolio, like Ray Dalio has suggested , to further reduce your sequence of returns risk. However, for investors with a nest egg that is still substantial, but a little bit more modest, say around $1 million, how would you invest? The math in such a scenario becomes more important in terms of how you generate your passive income. With that in mind, in this article, I'm going to detail how I would invest a $1 million portfolio for retirement. Initial Assumptions Before I get into the details, I first want to outline a few assumptions. First of all, many will be retiring on Social Security and potentially have some annuities, a pension, or other sources of income in retirement. Additionally, whether or not you have a mortgage or have to rent your home versus owning it free and clear also matters a lot. Then, of course, there's the question of where you live/cost of living, which can be dictated by both the value of your home, which in turn impacts your property taxes, your home insurance, and home maintenance and utilities costs, as well as which geographic region you live in, as well as your expected quality of life in retire...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . German Chancellor Friedrich Merz and his French counterpart Emmanuel Macron made quite the entrance as they arrived at the 16th century Alden Biesen castle in Belgium for an EU leaders’ retreat this morning. In an unusual move, the le...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . German Chancellor Friedrich Merz and his French counterpart Emmanuel Macron made quite the entrance as they arrived at the 16th century Alden Biesen castle in Belgium for an EU leaders’ retreat this morning. In an unusual move, the leaders of the bloc’s two biggest economies arrived and spoke to the press together. When it comes to competitiveness and the EU single market, “I’m happy that Emmanuel Macron and I agree with each other – as almost always,” Merz told reporters standing alongside the French president. The display of bonhomie comes amid divisions between the two European powerhouses about how to deal with the EU’s competitiveness woes. Macron used his speech at the Industrial Summit in Antwerp yesterday to make a renewed push for his Buy Europe agenda, arguing that Europe should prioritize local resources in strategic sectors like chemicals, chips and tech. It came ahead of the announcement of the EU’s Industrial Accelerator Act next month , which will stipulate the percentage of European inputs that should be included in products and lay out new rules on foreign investment. Minutes after Macron’s speech Merz pushed back, warning against a “narrow” approach to “Made in Europe” and arguing that European preference rules should only be used as a last resort. Paris and Berlin are also divided on the issue of common debt, with Macron making the case this week that collective EU borrowings should help bankroll a boost in much-needed investment. Asked about the Franco-German divisions on his way into the summit, Belgian Prime Minister Bart de Wever expressed confidence that a solution would be found, adding that finding compromise is a Belgian speciality. The divisions between the bloc’s largest members are not the only points of contention as leaders huddle east of Brussels. Given that the EU is a ...
Searchers hope that finding Celine Cremer’s bones, teeth and car key in Tasmania’s north-west will help them solve what happened to her The Belgian tourist Celine Cremer disappeared in an ancient rainforest during a brutal Tasmanian winter, while it is likely her remains were unearthed during this mild summer. The 31-year-old backpacker had packed lightly to walk a relatively easy trail through th...
Searchers hope that finding Celine Cremer’s bones, teeth and car key in Tasmania’s north-west will help them solve what happened to her The Belgian tourist Celine Cremer disappeared in an ancient rainforest during a brutal Tasmanian winter, while it is likely her remains were unearthed during this mild summer. The 31-year-old backpacker had packed lightly to walk a relatively easy trail through the wilderness of the Tarkine in June 2023. Days later, her family reported her missing. Continue reading...
It can feel overwhelming, writes advice columnist Eleanor Gordon-Smith . But ask yourself what sacrifices make the biggest proportionate impact Read more Leading questions I’m finding it difficult living up to my morals – where is the line between compromising a little, versus becoming complicit in what I don’t agree with? I’m one of those people who believes we can each take a role in solving big...
It can feel overwhelming, writes advice columnist Eleanor Gordon-Smith . But ask yourself what sacrifices make the biggest proportionate impact Read more Leading questions I’m finding it difficult living up to my morals – where is the line between compromising a little, versus becoming complicit in what I don’t agree with? I’m one of those people who believes we can each take a role in solving big problems, and that we should try to make things better where we can. For this reason, I’ve ended up working in public service and try to reduce how much meat I eat. I’m vegetarian 60% of the time, which is not perfect, but I believe doing something is better than doing nothing. Continue reading...
Mercuria Energy Group Ltd. has bought back its shares that were held by CNIC Corp., marking an end to a decade of minority ownership in one of the world’s biggest commodity traders by companies linked to the Chinese state. CNIC no longer has any shareholding in Mercuria’s holding company, according to documents seen by Bloomberg News. The company’s billionaire co-founders Marco Dunand and Daniel J...
Mercuria Energy Group Ltd. has bought back its shares that were held by CNIC Corp., marking an end to a decade of minority ownership in one of the world’s biggest commodity traders by companies linked to the Chinese state. CNIC no longer has any shareholding in Mercuria’s holding company, according to documents seen by Bloomberg News. The company’s billionaire co-founders Marco Dunand and Daniel Jaeggi have also increased their combined stake to 68.21% from about 64% roughly a year ago . The ownership shift comes as supply chains for raw materials have become increasingly politicized, with tensions between China and the US in particular spilling over into markets from oil to copper and soybeans. While commodity traders like Mercuria have long prided themselves on operating outside of politics, the strong focus on commodities by the Trump administration has placed a growing spotlight on the industry. State-backed fund CNIC bought a stake of just under 5% in Mercuria in the fourth quarter of 2022, Bloomberg reported previously. The investment came shortly after Mercuria repurchased a 12% minority interest from ChemChina, another state-backed firm which had bought its stake in 2016. The documents show 4.99% of Mercuria’s shares are now classified as “held in Treasury.” Dunand and Jaeggi’s controlling ownership of Mercuria has made them some of the biggest beneficiaries of the trading bonanza that followed Russia’s invasion of Ukraine — the company has paid out $5.5 billion in dividends in the past three years. The two men have consolidated their control over the trading house in recent years, including as one-time heir apparent Magid Shenouda left the firm in 2024. While Mercuria hired three heavy hitters as a new generation of leaders to help manage the business, one has already departed . A spokesperson for Mercuria declined to comment, while CNIC did not immediately respond to calls or messages seeking comment. US Deals Mercuria, which got its start as a trader of R...
The case of the Palestinian activist, the face of 2024’s US campus protests, could have repercussions for thousands Despite his grim circumstances, Mahmoud Khalil can’t help but laugh. Walking through Congress’s hallowed halls, the Palestinian student activist who may be inching toward deportation is not yet ready to waver. He admits he’s in “the scary part” of his ordeal, but he has a new reason ...
The case of the Palestinian activist, the face of 2024’s US campus protests, could have repercussions for thousands Despite his grim circumstances, Mahmoud Khalil can’t help but laugh. Walking through Congress’s hallowed halls, the Palestinian student activist who may be inching toward deportation is not yet ready to waver. He admits he’s in “the scary part” of his ordeal, but he has a new reason to like his odds. Continue reading...