Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today
Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today
Earnings Call Insights: Granite Construction Incorporated (GVA) Q4 2025 Management View CEO Kyle Larkin stated that "In 2025, we continue to focus on bidding and building the right projects, investing in our materials business and expanding our geographic footprint through targeted M&A." Larkin highlighted a disciplined approach to project selection, emphasizing high-quality bid build opportunitie...
Earnings Call Insights: Granite Construction Incorporated (GVA) Q4 2025 Management View CEO Kyle Larkin stated that "In 2025, we continue to focus on bidding and building the right projects, investing in our materials business and expanding our geographic footprint through targeted M&A." Larkin highlighted a disciplined approach to project selection, emphasizing high-quality bid build opportunities in home markets. The company grew its committed and awarded projects (CAP) to a record $7 billion at year-end 2025, the highest in its history. He pointed to a strategy shift since 2020, which has increased Construction segment gross profit margin from 8.8% in 2020 to 15.7% in 2025, with organic top line growth. Larkin also noted ongoing investments in the Materials segment, citing a jump in cash gross profit from 19% in 2023 to 26% in 2025, and confirmed plans to spend another $50 million in strategic CapEx in the materials business in 2026. Three 2025 acquisitions—Warren Paving, Papich Construction, and Cinderlite—expanded the company’s Southeast platform and home markets in California and Nevada. Larkin described these as "margin accretive acquisitions and strong growing markets" and indicated acquisition activity would remain a major growth component in 2026. Larkin said, "We believe we are on track to achieve our 2027 financial targets supported by favorable market conditions, robust infrastructure funding and consistent execution across the business." CFO Staci Woolsey reported, "2025 was a tremendous year of growth with year-over-year increases in a number of areas. Revenue increased 10% to $4.4 billion. Gross profit increased 24% to $711 million, adjusted net income increased 29% to $276 million. Adjusted EBITDA increased 31% to $527 million and operating cash flow increased 3% to $469 million." Outlook The company expects 2026 revenue in the range of $4.9 billion to $5.1 billion, which includes a full year of 2025 acquisitions. Woolsey stated, "We expect revenue ...
⚽ Premier League updates from the 8pm (GMT) kick-off ⚽ Tables | Top scorers | Follow us on Bluesky | Mail Scott Brentford make one change to their starting line-up following the 3-2 win at Newcastle United on Saturday. Yehor Yarmolyuk replaced Jordan Henderson during the second half of that match; he does the same thing from the start tonight. Henderson is on the bench. Arsenal make four changes t...
⚽ Premier League updates from the 8pm (GMT) kick-off ⚽ Tables | Top scorers | Follow us on Bluesky | Mail Scott Brentford make one change to their starting line-up following the 3-2 win at Newcastle United on Saturday. Yehor Yarmolyuk replaced Jordan Henderson during the second half of that match; he does the same thing from the start tonight. Henderson is on the bench. Arsenal make four changes to their starting XI from the one named for the 3-0 victory over Newcastle last weekend. Viktor Gyökeres, Eberechi Eze, Piero Hincapié and Cristhian Mosquera step up; Gabriel Jesus and Riccardo Calafiori drop to the bench, while William Saliba and Kai Havertz miss out altogether. Bukayo Saka and Martin Ødegaard both begin their journey back from injury on the bench. Continue reading...
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Block Inc (Symbol: XYZ), where a total volume of 67,796 contracts has been traded thus far today, a contract volume which is representative of approximately 6.8 m
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Block Inc (Symbol: XYZ), where a total volume of 67,796 contracts has been traded thus far today, a contract volume which is representative of approximately 6.8 m
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in W.W. Grainger Inc. (Symbol: GWW), where a total volume of 1,852 contracts has been traded thus far today, a contract volume which is representative of approximate
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in W.W. Grainger Inc. (Symbol: GWW), where a total volume of 1,852 contracts has been traded thus far today, a contract volume which is representative of approximate
The company is developing solid-state batteries, which promise to help lower the cost of electric vehicles. But achieving that goal will be expensive for QuantumScape.
The company is developing solid-state batteries, which promise to help lower the cost of electric vehicles. But achieving that goal will be expensive for QuantumScape.
Hiroshi Watanabe Genfit ( GNFTY ) ( GNFTF ) closed higher in Europe on Thursday after the French biotech said that it is entitled to a $20M payment from partner Ipsen ( IPSEY ) due to the stronger-than-expected commercial performance of Iqirvo, their jointly developed liver drug. In 2024, under the FDA’s accelerated pathway for approvals. Ipsen ( IPSEF ) received the U.S. nod for the oral, once-da...
Hiroshi Watanabe Genfit ( GNFTY ) ( GNFTF ) closed higher in Europe on Thursday after the French biotech said that it is entitled to a $20M payment from partner Ipsen ( IPSEY ) due to the stronger-than-expected commercial performance of Iqirvo, their jointly developed liver drug. In 2024, under the FDA’s accelerated pathway for approvals. Ipsen ( IPSEF ) received the U.S. nod for the oral, once-daily therapy as part of a combination regimen for primary biliary cholangitis (PBC), an autoimmune disorder affecting bile ducts. Ipsen ( IPSEY ), which reported its Q4 results on Thursday, posted $88M and $208M in net sales for Iqirvo in PBC for the quarter and full year, respectively. The better-than-expected sales performance has led to the first commercial milestone payment under a licensing deal signed by the companies in 2021, Genfit (GNFT) said, adding that the payment occurred ahead of its initial plans. Additionally, the company said that Ipsen ( IPSEY ) confirmed the initiation of a Phase 3 trial for the peroxisome proliferator-activated receptor (PPAR) agonist against primary sclerosing cholangitis, a rare liver disease with no approved therapies. “We are pleased with Ipsen’s continued success with Iqirvo,” Genfit (GNFT) CEO Pascal Prigent remarked, adding, “We believe that this commercial trajectory has the potential to be transformative for our business model.” More on Genfit, Ipsen S.A. Ipsen S.A. (IPSEY) Q4 2025 Earnings Call Transcript Ipsen S.A. 2025 Q4 - Results - Earnings Call Presentation Ipsen S.A. (IPSEY) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Ipsen S.A. Non-GAAP EPS of €12.09, revenue of €3.68B; sets full-year 2026 guidance and mid-term outlook Ipsen rises on FDA breakthrough therapy status for blood cancer therapy
valentinrussanov/E+ via Getty Images The last time I spoke about Upstream Bio, Inc. ( UPB ), it was in a Seeking Alpha article entitled " Upstream Bio: Maintaining Buy Rating On Verekitug Success In Phase 2 CRSwNP Study ." With respect to this article, I noted that the company was able to achieve highly competitive data for its thymic stromal lymphopoietin [TSLP] inhibitor Verekitug for the treatm...
valentinrussanov/E+ via Getty Images The last time I spoke about Upstream Bio, Inc. ( UPB ), it was in a Seeking Alpha article entitled " Upstream Bio: Maintaining Buy Rating On Verekitug Success In Phase 2 CRSwNP Study ." With respect to this article, I noted that the company was able to achieve highly competitive data for its thymic stromal lymphopoietin [TSLP] inhibitor Verekitug for the treatment of patients with chronic rhinosinusitis with nasal polyps [CRSwNP]. This was in terms of once every 12 weeks [Q12W] dosing that offered competitive differentiation. Based on this, I had placed a Buy rating on this stock because of it. Today, I'm downgrading UPB stock because the hope was that the company could offer competitive dosing for another program that it just released data for. This would be in terms of it releasing positive top-line results from its phase 2 VALIANT study using several different dosing regimens of Verekitug to treat these severe asthma patients. Both the 100 mg Q12W and 400 mg once every 24 weeks [Q24W] doses achieved a statistically significant outcome compared to placebo in terms of the primary endpoint of annualized asthma exacerbation rate [AAER] in patients with severe asthma. If this is the case, then why do I believe the stock should be downgraded to a Hold rating? That's because while the company has plans to move forward towards pivotal phase 3 studies of Verekitug to treat both patients with severe asthma and CRSwNP, with respect to the severe asthma program, the goal was not to be equivalent to Tezspire. The advantage is that once every 3 months, dosing could achieve superior efficacy and be competitive. In addition, there is the hope that the Q24W data released would end up also exceeding the bar set by Tezspire in terms of AAER and other potential drugs in development. As I will explain below, the problem is that there are several other companies that are in the process of developing TSLP-targeting drugs for such indications as well...
halbergman There was broad selling pressure in the transportation sector on Thursday on AI-related concerns that have exploded over the last few weeks over companies that could be at risk of industry disruption. Baird's Daniel Moore was just one of the analysts who highlighted growing concerns that open-source automation agents such as Molt Bot could level the tech-related playing field for smalle...
halbergman There was broad selling pressure in the transportation sector on Thursday on AI-related concerns that have exploded over the last few weeks over companies that could be at risk of industry disruption. Baird's Daniel Moore was just one of the analysts who highlighted growing concerns that open-source automation agents such as Molt Bot could level the tech-related playing field for smaller operators. Separately, traders are evaluating the impact of U.S. Transportation Secretary Sean Duffy’s ruling to prohibit "unqualified foreign drivers" from obtaining licenses to drive commercial trucks and buses in a move that has met opposition in the trucking industry. Trucking stocks on the move included RXO Inc ( RXO ) -26.5%, Universal Logistics Holdings Inc ( ULH ) -13.3%, TFI International Inc ( TFII ) -10.7%, PAMT Corp ( PAMT ) -9.9%, ArcBest Corp ( ARCB ) -9.5%, Werner Enterprises Inc ( WERN ) -9.3%, Heartland Express Inc ( HTLD ) -9.2%, Covenant Logistics Group Inc ( CVLG ) -8.7%, XPO Inc ( XPO ) -7.2%, Schneider National Inc ( SNDR ) -6.6%, Marten Transport Ltd ( MRTN ) -6.6%, Saia Inc ( SAIA ) -5.8%, Old Dominion Freight Line Inc ( ODFL ) -5.3%, and Knight-Swift Transportation Holdings Inc ( KNX ) -4.9%. Meanwhile, integrated freight & logistics stocks on the move included C.H. Robinson Worldwide ( CHRW ) -22.5%, Landstar System ( LSTR ) -18.8%, Expeditors International of Washington ( EXPD ) -14.8%, Proficient Auto Logistics ( PAL ) -13.2%, Radiant Logistics ( RLGT ) -11.8%, Hub Group ( HUBG ) -10.9%, Forward Air Corp ( FWRD ) -9.2%, J.B. Hunt Transport Services ( JBHT ) -7.6%, CryoPort ( CYRX ) -5.2%, Freightos ( CRGO ) -4.4%, and Smart Logistics Global Ltd ( SLGB ) -3.9%.
Fournier Beaudry and Cizeron’s Olympic competition is set against backdrop of assault and abuse allegations involving their former partners The American duo of Madison Chock and Evan Bates, the reigning three-time world champions contentiously missed out on Olympic ice dance gold on Wednesday despite a flawless skate. But the controversy surrounding the event is not merely a debate over artistic a...
Fournier Beaudry and Cizeron’s Olympic competition is set against backdrop of assault and abuse allegations involving their former partners The American duo of Madison Chock and Evan Bates, the reigning three-time world champions contentiously missed out on Olympic ice dance gold on Wednesday despite a flawless skate. But the controversy surrounding the event is not merely a debate over artistic and technical merits. Gold went by a narrow margin to the French duo of Laurence Fournier Beaudry and Guillaume Cizeron. It was a stunning achievement for a partnership that is less than a year old. But the union was forged after the fallout from sexual assault allegations levelled at Fournier Beaudry’s boyfriend and former ice dance partner, while Cizeron is the subject of allegations of abusive conduct from his erstwhile skating partner. Continue reading...
napong rattanaraktiya/iStock via Getty Images It has been 7 years since my article Big Tech Oligopoly —an eternity ago. Before the term Mag 7 was coined, and before there were any trillion-dollar companies in the world, I wrote about how the Big 5 techs of the time had insurmountable advantages that would continue to compound for the foreseeable future. As it happened, all 5 companies in the artic...
napong rattanaraktiya/iStock via Getty Images It has been 7 years since my article Big Tech Oligopoly —an eternity ago. Before the term Mag 7 was coined, and before there were any trillion-dollar companies in the world, I wrote about how the Big 5 techs of the time had insurmountable advantages that would continue to compound for the foreseeable future. As it happened, all 5 companies in the article—Microsoft ( MSFT ), Meta ( META ), Alphabet ( GOOG ), Apple ( AAPL ), and Amazon ( AMZN )—returned more than 100% and went on to obtain trillion-dollar-plus market caps. In that article, I singled out Microsoft as the most investable. Even with the recent correction, Microsoft returned a whopping 185% over the period: Data by YCharts To say a lot has happened since then is a gigantic understatement. So the time has come for a follow-up analysis. OpenClaw and the Agentic Era OpenClaw took the world by storm last month (January 2026). It is arguably the first truly viral, widely adopted AI agent, amassing 1.5+ million user instances within weeks of its release. It went by multiple names during its rapid revolution—it first started as “Clawdbot” as a wordplay on the Claude model that it's based on, and it was rebranded as “Moltbot” after Anthropic issued a trademark complaint. But the Moltbot name didn't sit right for the creators, so within a couple of days it was renamed again to “OpenClaw.” Unlike consumer AI apps that many of us are used to (e.g., ChatGPT), which are basically passive chatbots that respond on request and may suggest actions, agents like OpenClaw proactively execute actions for their users—e.g., managing e-mails, calendars, coding, restaurant bookings, and even financial transactions—via persistent memory and a “heartbeat” for completing tasks in the background without further prompting. You interact with OpenClaw just like you could with a human assistant—converse with it via chat apps on your phone, such as WhatsApp or Telegram. You describe in plain E...
Shares of Lyft (NASDAQ: LYFT) have cratered since earnings were reported earlier this week, but were results so bad? The company is growing revenue and rides by double-digits and announced a $1 billion share buyback program. Meanwhile, autonomy plans continue to push forward and that's growing the potential addressable market to over $1 trillion long-term. I dug into the results and why this is on...
Shares of Lyft (NASDAQ: LYFT) have cratered since earnings were reported earlier this week, but were results so bad? The company is growing revenue and rides by double-digits and announced a $1 billion share buyback program. Meanwhile, autonomy plans continue to push forward and that's growing the potential addressable market to over $1 trillion long-term. I dug into the results and why this is one of the best values on the market today in the following video. *Stock prices used were end-of-day prices of Feb. 11, 2026. The video was published on Feb. 12, 2026. Continue reading
Years before the Chevrolet Bolt or Tesla Model 3, the Nissan Leaf was a good-faith attempt by a major automaker to bring electric vehicles to the mass market. But even in its second-generation , the Leaf was hamstrung by poor battery management and was soon left behind. For its third take on the Leaf , Nissan fixed the earlier cars' key flaw by adding liquid-cooling for the battery pack. Better ye...
Years before the Chevrolet Bolt or Tesla Model 3, the Nissan Leaf was a good-faith attempt by a major automaker to bring electric vehicles to the mass market. But even in its second-generation , the Leaf was hamstrung by poor battery management and was soon left behind. For its third take on the Leaf , Nissan fixed the earlier cars' key flaw by adding liquid-cooling for the battery pack. Better yet, the new Leaf is built on a dedicated EV platform that offers better interior space and range efficiency than the hatchback it replaces, despite taking up less road space. Our first drive of the car took place last year in San Diego, a region where the roads tend to flatter a car. Our first impression was positive enough to place the Leaf first among the cars we drove in 2025 . Sure, if money were no object, I'd take that hybrid Porsche 911 that came in second, but you could buy five fully loaded Leafs for the same price as a bare-bones Carrera GTS. And for those of us in the real world, money usually is an object. But a longer test with the Leaf was in order to see how the electric Nissan held up in the day-to-day grind. Price and specs In time, Nissan will offer an entry-level Leaf with a 52 kWh battery pack and a bit less power. For now, though, the company is only importing cars with a 75 kWh (usable) pack and a 214 hp (160 kW), 262 lb-ft (355 Nm) electric motor, which drives the front wheels. Nissan has managed to keep the price sensible, too; the S+ trim starts at $29,990. Riding on the smallest 18-inch wheels, the S+ has the longest range at 303 miles (488 km), but this version does without some of the features many EV drivers may consider essential, like heated front seats and a heat pump. Read full article Comments
UBS analysts have slightly increased their price target for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $245 from $235, citing a generally positive earnings backdrop and supply chain trends, though they described the stock’s near-term upside as limited. The firm maintained a ‘Buy’ rating on the...
UBS analysts have slightly increased their price target for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $245 from $235, citing a generally positive earnings backdrop and supply chain trends, though they described the stock’s near-term upside as limited. The firm maintained a ‘Buy’ rating on the...