Applied Materials press release ( AMAT ): Q1 Non-GAAP EPS of $2.38 beats by $0.17 . Revenue of $7.01B (-2.2% Y/Y) beats by $130M . Applied’s total revenue and non-GAAP diluted EPS for the second quarter of fiscal 2026 are expected to be as follows: Q2 FY2026 (In millions, except per share amounts) Total revenue $ 7,650 +/- $ 500 vs consensus of $7.02B Non-GAAP diluted EPS $ 2.64 +/- $ 0.20 vs cons...
Applied Materials press release ( AMAT ): Q1 Non-GAAP EPS of $2.38 beats by $0.17 . Revenue of $7.01B (-2.2% Y/Y) beats by $130M . Applied’s total revenue and non-GAAP diluted EPS for the second quarter of fiscal 2026 are expected to be as follows: Q2 FY2026 (In millions, except per share amounts) Total revenue $ 7,650 +/- $ 500 vs consensus of $7.02B Non-GAAP diluted EPS $ 2.64 +/- $ 0.20 vs consensus of $2.28 Click to enlarge Shares +5.82% AH. More on Applied Materials Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report Applied Materials: When Chip Complexity Becomes The Real Alpha Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook Applied Materials to pay $252.5M to settle U.S. export violations probe Applied Materials says Samsung Electronics will join new EPIC center in Silicon Valley
Ivanb-photo Soybean futures ( S_1:COM ) rose to their strongest levels since Nov. 18 as traders bet that U.S.-China trade talks could lead to additional American crop sales. Optimism grew after reports suggested Washington and Beijing may extend their trade truce for up to a year ahead of a planned April meeting between President Donald Trump and President Xi Jinping. The prospect of renewed buyin...
Ivanb-photo Soybean futures ( S_1:COM ) rose to their strongest levels since Nov. 18 as traders bet that U.S.-China trade talks could lead to additional American crop sales. Optimism grew after reports suggested Washington and Beijing may extend their trade truce for up to a year ahead of a planned April meeting between President Donald Trump and President Xi Jinping. The prospect of renewed buying offered support to U.S. farmers, even as Brazil gathers a record harvest that has kept South American supplies priced below U.S. beans. Government data released Thursday showed U.S. soybean exports slipping to their lowest level since June, following China’s January purchase of about 12 million tons. Trump has said China could buy as much as 20 million tons this season. In Chicago trading, May soybean futures gained as much as 1.5%, marking a third straight session of advances. The May contract has now overtaken March as the most actively traded. Strength in soybean oil futures has also supported the complex, aided by expectations of stronger vegetable oil demand tied to biofuel policies and a U.S.-India trade pact. The U.S. Department of Agriculture this week raised its forecast for Brazil’s production while leaving its U.S. export outlook unchanged. More on Soybeans Futures Commodities: Lingering Iranian Uncertainty Supports The Oil Market Commodities: U.S.-Iran Nuclear Talks Weigh On Oil Commodities: Markets Poised For A Risk-Off Day Soybean futures surge to two-month high after Trump said China will ramp up purchases U.S. wheat falls by most since December as ag tracks broad commodities decline
Expedia press release ( EXPE ): Q4 Non-GAAP EPS of $3.78 beats by $0.41 . Revenue of $3.54B (+11.3% Y/Y) beats by $130M . Fourth quarter GAAP net income decreased 31% while Adjusted net income grew 52%. Adjusted EBITDA increased 32% with EBITDA margin of 23.9% expanding 368 basis points in the fourth quarter. Strong cash position, ending the year with $5.7 billion of unrestricted cash and short-te...
Expedia press release ( EXPE ): Q4 Non-GAAP EPS of $3.78 beats by $0.41 . Revenue of $3.54B (+11.3% Y/Y) beats by $130M . Fourth quarter GAAP net income decreased 31% while Adjusted net income grew 52%. Adjusted EBITDA increased 32% with EBITDA margin of 23.9% expanding 368 basis points in the fourth quarter. Strong cash position, ending the year with $5.7 billion of unrestricted cash and short-term investments. Repurchased approximately 9 million shares for $1.7 billion in 2025. Paid quarterly dividend of $0.40 per share on December 11, 2025. We are raising our dividend by 20% and declared a quarterly dividend of $0.48 per share on February 12, 2025. More on Expedia Expedia Group: Its Valuation And Fundamentals Still Justify The Rally Expedia: Strong Results, Improving U.S. Demand, Raised Guidance, And Attractive Valuation Expedia's Valuation Lags Its Earnings Power Expedia Q4 2025 Earnings Preview Ultra-luxury hotels push prices to records as wealthy travelers keep spending
Shares of McGraw Hill (NYSE: MH) rallied on Thursday after the learning solutions provider reported solid progress on its digital initiatives. By the close of trading, McGraw Hill's stock price was up more than 15%. Image source: Getty Images. Continue reading
Shares of McGraw Hill (NYSE: MH) rallied on Thursday after the learning solutions provider reported solid progress on its digital initiatives. By the close of trading, McGraw Hill's stock price was up more than 15%. Image source: Getty Images. Continue reading
Corsair Gaming press release ( CRSR ): Q4 Non-GAAP EPS of $0.43 beats by $0.16 . Revenue of $436.9M (+5.6% Y/Y) beats by $14.9M . First Quarter and Full Year 2026 Financial Outlook: For the first quarter of 2026, we expect: Net revenue to be in the range of $335 million to $365 million. Adjusted EBITDA to be in the range of $25 million to $30 million. Non-GAAP EPS to be in the range of $0.18 to $0...
Corsair Gaming press release ( CRSR ): Q4 Non-GAAP EPS of $0.43 beats by $0.16 . Revenue of $436.9M (+5.6% Y/Y) beats by $14.9M . First Quarter and Full Year 2026 Financial Outlook: For the first quarter of 2026, we expect: Net revenue to be in the range of $335 million to $365 million. Adjusted EBITDA to be in the range of $25 million to $30 million. Non-GAAP EPS to be in the range of $0.18 to $0.22. For the full year 2026, we expect: Net revenue to be in the range of $1.33 billion to $1.47 billion. Adjusted EBITDA to be in the range of $100 million to $115 million. Non-GAAP EPS to be in the range of $0.58 to $0.74. FY EPS consensus is $0.65 FY Revenue consensus is $1.58B More on Corsair Gaming Corsair Gaming: AI Memory Demand And Weak Consumer Environment Create Long-Term Opportunity Corsair Gaming, Inc. (CRSR) Presents at Barclays 23rd Annual Global Technology Conference Transcript Corsair Gaming Q4 2025 Earnings Preview Corsair Gaming insider Thi La snaps up 50,000 shares Seeking Alpha’s Quant Rating on Corsair Gaming
Rivian reported better-than-expected fourth quarter earnings after the bell on Thursday as the pure-play EV maker ramps up for the release of its R2 vehicle.
Rivian reported better-than-expected fourth quarter earnings after the bell on Thursday as the pure-play EV maker ramps up for the release of its R2 vehicle.
Amazon ( AMZN ) shares continued losses for eight straight sessions, as the stock closed over 2% lower at $199.57 on Thursday. The e-commerce giant lost nearly 14.5% in the preceding seven sessions. Amazon closed 1.39% lower on Wednesday at $204.08. AMZN is down about 20% over the past one month. Earlier this month, the firm’s shares slipped as it reported mixed Q4 results and announced a $200 bil...
Amazon ( AMZN ) shares continued losses for eight straight sessions, as the stock closed over 2% lower at $199.57 on Thursday. The e-commerce giant lost nearly 14.5% in the preceding seven sessions. Amazon closed 1.39% lower on Wednesday at $204.08. AMZN is down about 20% over the past one month. Earlier this month, the firm’s shares slipped as it reported mixed Q4 results and announced a $200 billion capital expenditure forecast for 2026. Looking at Seeking Alpha's Quant Rating, Amazon has a Hold rating with a score of 3.40 out of 5. The company received an A+ in the prospect of profitability, while it got a D+ for valuation and momentum. Turning to the Wall Street community, 64 out of 68 analysts gave AMZN a Buy or above, and four analysts have given the stock a Hold recommendation. Seeking Alpha analyst Elizabeth Pramila rated AMZN a Strong Buy, saying that recent market panic over FCF compression and AWS’s tepid 14% operating income growth presents a rare valuation opportunity for long-term investors. “AMZN’s $244 billion AI/cloud backlog, robust retail segment growth, and accelerating homegrown silicon (Trainium/Inferentia, Graviton) drive the multi-year growth thesis,” Pramila added. Seeking Alpha analysts are also bullish, rating AMZN a Buy . Overall, the stock slipped nearly 11.6% in the past year, compared to the approximately 14.4% rise in the broader S&P 500 Index. More on Amazon Is Amazon A Serious Competitor In The Semi Space? Amazon Q4 FY25 Earnings Review: Everyone Is Bearish Now Amazon's DNA: Why Hoarding Cash Is Secondary To Building Empires Amazon Pharmacy to bring same-day delivery to 4,500 cities in 2026 Amazon takes 5.3% stake in BETA Technologies, driving shares higher
SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced financial results for its fourth quarter and full year ended December 31, 2025.
SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced financial results for its fourth quarter and full year ended December 31, 2025.
stefanschurr/iStock via Getty Images Strategy GMO International Value ETF ( GMOI ) is an actively managed fund with an objective of total return launched on 10/28/2024. GMOI has a portfolio of 164 stocks, a trailing 12-month yield of 2.44%, and an expense ratio of 0.60%. The fund targets non-U.S. “deep value” stocks that are unusually cheap relative to their own history to “ capitalize opportunist...
stefanschurr/iStock via Getty Images Strategy GMO International Value ETF ( GMOI ) is an actively managed fund with an objective of total return launched on 10/28/2024. GMOI has a portfolio of 164 stocks, a trailing 12-month yield of 2.44%, and an expense ratio of 0.60%. The fund targets non-U.S. “deep value” stocks that are unusually cheap relative to their own history to “ capitalize opportunistically on what GMO believes to be market dislocations. ” As described in the prospectus by GMO , companies are selected based on several proprietary quantitative models, for instance, to assess tangible and intangible assets and generate equity return forecasts. Companies are evaluated relative to their historical and forecasted financial information. The selection process may also involve technical analysis, macroeconomic factors, and ESG criteria. In particular, companies producing cluster munitions and thermal coal may be excluded. The fund may hold Treasury funds and money market instruments. The fund’s turnover rate was 25% in the most recent fiscal year. I will use as a benchmark an ex-US developed markets index, represented by iShares Core MSCI International Developed Markets ETF ( IDEV ). Portfolio The fund has about 88% of its asset value in large- and mega-cap companies with a focus on Europe (53%), but the heaviest country is Japan (21%), followed by Canada (14%), France (10%), and the U.K. (10%). Geographical allocation is similar to the benchmark, with the same top 10 countries, although their ranking is slightly different. GMOI top 10 countries in % of assets (Chart: author: data: Fidelity) The portfolio has a focus on financials with 32% of assets, while other sectors are below 14%. Compared to the benchmark, GMOI overweights mostly financials and energy, while it downplays technology, utilities, and industrials. GMOI sector breakdown in % of assets (Chart: author: data: Fidelity) The fund is quite diversified, with moderate company-specific risk. The top 10 ...
RA'ANANA, Israel, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Inspira™ Technologies OXY B.H.N. Ltd. (NASDAQ: IINN,IINNW) (“Inspira Technologies” or the “Company”), a pioneer in innovative life-support and diagnostic technologies, today announced that it received a written notification (the “Notification Letter”) from the Nasdaq Stock Market LLC (“Nasdaq”) on February 9, 2026, notifying the Company that it i...
RA'ANANA, Israel, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Inspira™ Technologies OXY B.H.N. Ltd. (NASDAQ: IINN,IINNW) (“Inspira Technologies” or the “Company”), a pioneer in innovative life-support and diagnostic technologies, today announced that it received a written notification (the “Notification Letter”) from the Nasdaq Stock Market LLC (“Nasdaq”) on February 9, 2026, notifying the Company that it is not currently in compliance with the minimum bid price requirement set forth in Nasdaq Listing Rule 5550(a)(2), as the closing bid price of the Company’s ordinary shares (“Ordinary Shares”) was below $1.00 per share for the last 30 consecutive business days.
TORONTO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Trisura Group Ltd. (“Trisura” or “Trisura Group”) (TSX: TSU), a leading specialty insurance provider, today announced financial results for the fourth quarter and year ended December 31, 2025.
TORONTO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Trisura Group Ltd. (“Trisura” or “Trisura Group”) (TSX: TSU), a leading specialty insurance provider, today announced financial results for the fourth quarter and year ended December 31, 2025.
Revenue $7.01 billion, down 2 percent year over yearGAAP gross margin 49.0 percent and non-GAAP gross margin 49.1 percentGAAP EPS $2.54 and non-GAAP EPS $2.38, up 75 percent and flat year over year, respectivelySemiconductor Systems achieved record DRAM revenueApplied Global Services delivered record services and spares revenue SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Applied Materia...
Revenue $7.01 billion, down 2 percent year over yearGAAP gross margin 49.0 percent and non-GAAP gross margin 49.1 percentGAAP EPS $2.54 and non-GAAP EPS $2.38, up 75 percent and flat year over year, respectivelySemiconductor Systems achieved record DRAM revenueApplied Global Services delivered record services and spares revenue SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ : AMAT) today reported results for its first quarter ended Jan. 25, 2026. First Qua
Seamus Culleton has been held for five months despite having valid work permit and being married to US national An Irish court apparently issued a warrant for the arrest of the Irish man currently embroiled in controversy with US Immigration and Customs Enforcement ( ICE ), which has been ramping up detentions and activity around the United States since last year. Seamus Culleton has spent five mo...
Seamus Culleton has been held for five months despite having valid work permit and being married to US national An Irish court apparently issued a warrant for the arrest of the Irish man currently embroiled in controversy with US Immigration and Customs Enforcement ( ICE ), which has been ramping up detentions and activity around the United States since last year. Seamus Culleton has spent five months in US custody and faces deportation despite having a valid work permit in a case that has attracted widespread publicity. His lawyer called him a “model immigrant” with no criminal record. Continue reading...
Axiom Space and KBR successfully completed the first uncrewed thermal vacuum test of the Axiom Extravehicular Mobility Unit (AxEMU), which is designed to support astronauts during the Artemis III mission – the first crewed lunar landing in more than 50 years. Courtesy of KBR and Axiom Space Axiom , a space firm providing suits for NASA's moon missions and building a successor to the International ...
Axiom Space and KBR successfully completed the first uncrewed thermal vacuum test of the Axiom Extravehicular Mobility Unit (AxEMU), which is designed to support astronauts during the Artemis III mission – the first crewed lunar landing in more than 50 years. Courtesy of KBR and Axiom Space Axiom , a space firm providing suits for NASA's moon missions and building a successor to the International Space Station, has raised $350 million, the company said Thursday. Both the Qatar sovereign wealth fund and Type One Ventures led the round, with participation from Hungary-based IT company 4iG and 1789 Capital , where Donald Trump Jr. is a partner. CEO Jonathan Cirtain told reporters on Thursday that Axiom, which is valued at more than $2.5 billion according to Pitchbook, plans to use the funding on spacesuit capabilities and modules one and two for its commercial space station. "This financing reflects continued strong institutional and strategic investor conviction in Axiom Space's leadership position," said Cirtain, who took the helm of the company in October. Axiom's latest funding round arrives during a critical time for space technology. More investors have flocked to the sector as excitement builds into SpaceX 's potential mammoth IPO later this year. Efforts by President Donald Trump to re-industrialize U.S. defense systems and return U.S. astronauts to the moon for the first time in 50 years have also fueled enthusiasm. Over the years, Axiom has worked closely with SpaceX to launch both private and government astronauts to the ISS, ahead of its 2030 retirement . Read more CNBC tech news Salesforce shares slip after the company calls for single-digit full-year revenue growth EA to lay off 5% of workforce, or about 670 employees Coinbase users see $0 balance after crypto-trading app suffers glitch Last month, NASA awarded the Houston-based company its fifth private astronaut mission , slated to launch as soon as January 2027. NASA is emerging from a messy transition...
Mortgage-backed securities look attractive even after government purchases snapped spreads tighter, according to Clark Capital Management. “I don’t think the trade is completely over yet because corporates are even tighter,” Oliver Chambers, head of fixed income for the firm’s separately managed accounts, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Erica Adelberg in this episo...
Mortgage-backed securities look attractive even after government purchases snapped spreads tighter, according to Clark Capital Management. “I don’t think the trade is completely over yet because corporates are even tighter,” Oliver Chambers, head of fixed income for the firm’s separately managed accounts, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Erica Adelberg in this episode of the Credit Edge podcast. “You can go in and clip a 4.5% coupon and have potential for some pri