Vertigo3d/iStock via Getty Images Jones Lang LaSalle ( JLL ) is the only U.S.-listed real estate services stock with an A-range earnings revisions grade that is down this year. Analysts raised their full-year 2025 EPS estimate by 0.6% in the past three months and 4.1% in the past six months. Similarly, the earnings consensus for Q4 2025 rose 1.3% and 5.9%, respectively. Seeking Alpha's Quant syste...
Vertigo3d/iStock via Getty Images Jones Lang LaSalle ( JLL ) is the only U.S.-listed real estate services stock with an A-range earnings revisions grade that is down this year. Analysts raised their full-year 2025 EPS estimate by 0.6% in the past three months and 4.1% in the past six months. Similarly, the earnings consensus for Q4 2025 rose 1.3% and 5.9%, respectively. Seeking Alpha's Quant system gives JLL an EPS revision grade of A-. Still, shares were down 14% year-to-date amid a broader selloff across real estate services stocks and other sectors hit by AI disruption jitters, including wealth managers and insurance brokers. Real Estate ETFs: ( VNQ ), ( XLRE ), ( IYR ), ( USRT ), and ( HOMZ ). More on Jones Lang LaSalle, State Street® Real Estate Select Sector SPDR® ETF U.S. Economy: Housing Is Going Nowhere In 2026 Affordability Is The New Macro Trade: Here's How I'm Positioning For The Winners Zillow Home Value Index: 'Real' Home Values Fall To Near 5-Year Low Mortgage rates inch down, housing affordability continues to improve How should investors position their portfolio for a spreading SaaSpocalypse?
NBA Hall of Famer Grant Hill reflects on the influence his parents had on his life, shaping him into the business owner and entrepreneur he is today and the importance of passing that experience along to the next generation of players. (Source: Bloomberg)
NBA Hall of Famer Grant Hill reflects on the influence his parents had on his life, shaping him into the business owner and entrepreneur he is today and the importance of passing that experience along to the next generation of players. (Source: Bloomberg)
Towle & Co initiated a new position in Leggett & Platt (NYSE:LEG) , acquiring 953,080 shares in the fourth quarter, an estimated $10.48 million trade, according to a February 12 SEC filing. According to a SEC filing dated February 12, Towle & Co established a new position in Leggett & Platt, acquiring 953,080 shares. The estimated transaction value was $10.48 million. This was a new position for T...
Towle & Co initiated a new position in Leggett & Platt (NYSE:LEG) , acquiring 953,080 shares in the fourth quarter, an estimated $10.48 million trade, according to a February 12 SEC filing. According to a SEC filing dated February 12, Towle & Co established a new position in Leggett & Platt, acquiring 953,080 shares. The estimated transaction value was $10.48 million. This was a new position for Towle & Co, representing 2.77% of its 13F reportable assets under management as of December 31. Continue reading
Shares of real estate conglomerate CBRE Group (NYSE: CBRE) sank 8.8% on Thursday. The swoon followed CBRE's fourth-quarter 2025 earnings report. Despite a solid-looking double-digit revenue growth number and an earnings beat, CBRE's top line slightly missed estimates. With the stock having run up substantially over the past half-year or so, CBRE's results just weren't good enough to satisfy invest...
Shares of real estate conglomerate CBRE Group (NYSE: CBRE) sank 8.8% on Thursday. The swoon followed CBRE's fourth-quarter 2025 earnings report. Despite a solid-looking double-digit revenue growth number and an earnings beat, CBRE's top line slightly missed estimates. With the stock having run up substantially over the past half-year or so, CBRE's results just weren't good enough to satisfy investors, who are in a nervous mood about many things today, including AI and interest rates. Continue reading
Nvidia Corp. is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale, adding to the borrowing frenzy around artificial-intelligence infrastructure. An entity backed by asset manager Tract Capital will sell the debt to finance a portion of the construction of a 200-megawatt data center and substation in Storey County, Nevada, according to people with knowledge o...
Nvidia Corp. is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale, adding to the borrowing frenzy around artificial-intelligence infrastructure. An entity backed by asset manager Tract Capital will sell the debt to finance a portion of the construction of a 200-megawatt data center and substation in Storey County, Nevada, according to people with knowledge of the matter, who asked not to be named discussing a private transaction. The size of the bond deal was increased by $150 million on Thursday afternoon, a sign of positive demand. Pricing discussions are for a yield of around 6%, the people added. A representative for Tract declined to comment. Nvidia didn’t respond to requests for comment. Data center developers have been tapping the high-yield bond market in recent months to finance the construction of new facilities. A pair of crypto miners — Cipher Mining Inc. and TeraWulf Inc. — did so with a backstop from Google , and Applied Digital Corp. raised money for facilities that would rely on junk-rated CoreWeave Inc. as the main tenant. Crypto Miner Evokes ‘Barbarians at the Gate’ With Huge Junk Deal Cipher Prices $1.4 Billion Bond for Google-Linked Data Center Applied Digital’s Data Center Junk Bond Wraps Up at 10% Yield Nvidia’s initial lease is for about 16 years and the blue-chip company has an option to extend the tenancy for two 10-year periods, according to bond offering documents seen by Bloomberg News. Borrowers from Oracle Corp. to Meta Platforms Inc. have raised billions in the investment-grade bond market to build out facilities to support the AI boom, but fewer deals have emerged from junk-rated companies. Click here to see Bloomberg’s AI Infrastructure Debt Monitor Tract Capital, an alternative asset manager focused on digital infrastructure with about $6 billion of assets under management, recently launched what it calls its Fleet strategy to build new data centers for hyperscalers. Fleet I is its inaugural f...
March Nymex natural gas (NGH26 ) on Thursday closed up by +0.044 (+1.41%). March nat-gas prices settled higher on Thursday due to an above-average decline in weekly nat-gas storage. The EIA reported Thursday that nat-gas inventories fell -249 bcf in the week ended February 6, a smaller decline than expectations...
March Nymex natural gas (NGH26 ) on Thursday closed up by +0.044 (+1.41%). March nat-gas prices settled higher on Thursday due to an above-average decline in weekly nat-gas storage. The EIA reported Thursday that nat-gas inventories fell -249 bcf in the week ended February 6, a smaller decline than expectations...
Wind power equipment awaits export at Dongfang Port in Lianyungang, Jiangsu province, Oct. 16, 2025 China’s wind turbine exports reached a record high in 2025, jumping about 50% from a year earlier to roughly 8 million kilowatts, as manufacturers accelerated a strategic shift toward building production bases overseas. The export estimate was based on data released in late January by Qin Haiyan, se...
Wind power equipment awaits export at Dongfang Port in Lianyungang, Jiangsu province, Oct. 16, 2025 China’s wind turbine exports reached a record high in 2025, jumping about 50% from a year earlier to roughly 8 million kilowatts, as manufacturers accelerated a strategic shift toward building production bases overseas. The export estimate was based on data released in late January by Qin Haiyan, secretary general of the Wind Energy Professional Committee of the China Renewable Energy Society. By the end of 2025, China’s cumulative wind turbine exports had surpassed 28 gigawatts, a thirteenfold increase from 2 gigawatts a decade ago, Qin said.
Earnings Call Insights: Leggett & Platt (LEG) Q4 2025 Management View President, CEO & Executive Chairman Karl Glassman highlighted that "we delivered on those priorities and made significant progress to position the business to accelerate when residential end markets turn." The company has "substantially completed the restructuring plan we launched in early 2024," achieving greater EBIT benefit a...
Earnings Call Insights: Leggett & Platt (LEG) Q4 2025 Management View President, CEO & Executive Chairman Karl Glassman highlighted that "we delivered on those priorities and made significant progress to position the business to accelerate when residential end markets turn." The company has "substantially completed the restructuring plan we launched in early 2024," achieving greater EBIT benefit at lower cost than expected. Glassman noted the divestiture of the Aerospace business, with after-tax proceeds used to retire commercial paper and reduce leverage, moving closer to a long-term target of 2x. Glassman indicated continued focus on "improving our cost structure and enhance profitability across our businesses." Highlights include growth in semi-finished products like Eco-Base and ComfortCore, expansion in Specialty Foam, progress in Automotive innovation, a new Home Furniture facility in Vietnam, and deeper penetration into specialty textile markets. Glassman acknowledged ongoing weak residential markets but expressed confidence in capturing incremental volume when demand recovers. The restructuring and portfolio simplification are expected to yield sustainable improvements in profitability and cash flow. Executive VP & CFO Benjamin Burns stated, "Fourth quarter sales were $939 million, down 11% versus the fourth quarter of 2024," citing sales weakness in certain customers, retailer changes, and soft residential demand. He reported, "Fourth quarter EBIT was $32 million and adjusted EBIT was $48 million," and "Fourth quarter earnings per share was $0.18. On an adjusted basis, fourth quarter EPS was $0.22, a 5% increase from fourth quarter 2024 adjusted EPS of $0.21." Burns summarized that "operating cash flow was $338 million, an increase of $33 million versus 2024," with year-end net debt to adjusted EBITDA decreasing from 3.8x to 2.4x. He confirmed the restructuring plan delivered "a full run rate of approximately $70 million of EBIT benefit." Outlook Burns prov...
Apple shares fell 5% today, more than twice the decline of the tech-heavy Nasdaq composite as investors juggled a number of concerns at the iPhone maker. The Federal Trade Commission issued a letter to Apple Chief Executive Tim Cook, warning that the company’s news product may violate federal law by promoting news articles from left-wing news outlets and suppressing articles from more conservative...
Apple shares fell 5% today, more than twice the decline of the tech-heavy Nasdaq composite as investors juggled a number of concerns at the iPhone maker. The Federal Trade Commission issued a letter to Apple Chief Executive Tim Cook, warning that the company’s news product may violate federal law by promoting news articles from left-wing news outlets and suppressing articles from more conservative publications. Apple's upgrade to its Siri virtual assistant might get pushed back, according to a report from Bloomberg.
Justin Sullivan/Getty Images News Maplebear ( CART ), more commonly known as Instacart, is rallying in Thursday’s after-hours trading as the company’s fourth quarter results reflected double-digit growth across almost all metrics, a higher customer retention rate, and nearly $1B in revenue. During the final quarter of the year, Instacart realized a 14% growth in gross transaction value (GTV), 16% ...
Justin Sullivan/Getty Images News Maplebear ( CART ), more commonly known as Instacart, is rallying in Thursday’s after-hours trading as the company’s fourth quarter results reflected double-digit growth across almost all metrics, a higher customer retention rate, and nearly $1B in revenue. During the final quarter of the year, Instacart realized a 14% growth in gross transaction value (GTV), 16% increase in orders, a 13% gain in transaction revenue, and a 10% gain in ad revenue, all of which contributed to a 12% increase in total revenue to a better-than-expected $992M (versus $970M estimates). The company also noted that new customer retention rate was the strongest it’s been since early 2023, and 10M customers placed at least one order in December alone. Profits, however, were curbed by a $60M settlement with the Federal Trade Commission in connection with claims that Instacart ( CART ) used deceptive practices pertaining to its membership fees and return policies. As a result, the company earned $0.30 per share, down from $0.53 a year earlier and $0.22 below expectations. Looking ahead to Q1, Instacart ( CART ) sees GTV rising 11% to 13% to a range of $10.125B to $10.275B, and adjusted EBITDA up 15% to 19% to be between $280M and $290M. “Our strategy is working. Our operating fundamentals are strong. And our teams are executing well across our marketplace, enterprise platform, and advertising and data offerings. We have multiple engines for growth and multiple levers to drive efficiency and reinvestment,” Instacart CEO Chris Rogers said in a letter to shareholders. Shares are up more than 15% in after-hours trading. More on Maplebear Instacart: Fair Fundamentals, But Long-Term Concerns Keep Me At Sell Instacart: FTC Probe And Affordability Risks (Rating Downgrade) Maplebear Inc. (CART) Presents at 53rd Annual Nasdaq Investor Conference Transcript Maplebear Q4 2025 Earnings Preview OpenAI's advertising push could hurt Pinterest, Instacart: Wedbush
Cineverse ( CNVS ) on Thursday announced that it has signed an agreement to acquire IndiCue, a connected television monetization platform, for $22 million in cash and shares of Cineverse common stock. The acquisition is expected to be consummated on or about February 13, 2026. In addition, Cineverse agreed to issue convertible notes to certain investors in the aggregate amount of $13 million. The ...
Cineverse ( CNVS ) on Thursday announced that it has signed an agreement to acquire IndiCue, a connected television monetization platform, for $22 million in cash and shares of Cineverse common stock. The acquisition is expected to be consummated on or about February 13, 2026. In addition, Cineverse agreed to issue convertible notes to certain investors in the aggregate amount of $13 million. The convertible notes have a four-year term and an interest rate of 9% per annum, and are convertible into shares of Cineverse's common stock. The company intends to use the net proceeds from the sale of the convertible notes in part, to fund the purchase price of the IndiCue acquisition, and for working capital and other general corporate purposes. The consummation of the sale of the convertible notes occurred on February 6, 2026. CNVS -8.1% after hours to $1.91. Source: Press Release More on Cineverse Cineverse Corp. (CNVS) Q2 2026 Earnings Call Transcript Hulu to stream The Toxic Avenger after acquiring rights from Cineverse, launching January 8 Seeking Alpha’s Quant Rating on Cineverse Historical earnings data for Cineverse Financial information for Cineverse
Wachiwit Coinbase Global ( COIN ) stock rose 2.8% in Thursday after-hours trading even after its Q4 results and Q1 guidance missed consensus estimates. The gain, though, came after the company's stock sank 8.4% in the prior two sessions and 41% in the past month as crypto markets swooned. For Q1, the company expects s ubscription and services revenue of $550M-$630M (midpoint $590M vs. Visible Alph...
Wachiwit Coinbase Global ( COIN ) stock rose 2.8% in Thursday after-hours trading even after its Q4 results and Q1 guidance missed consensus estimates. The gain, though, came after the company's stock sank 8.4% in the prior two sessions and 41% in the past month as crypto markets swooned. For Q1, the company expects s ubscription and services revenue of $550M-$630M (midpoint $590M vs. Visible Alpha consensus of $761M). Furthermore, it expects Q1 transaction expenses in the low-to-mid teens as a percentage of net revenue and technology & development + general & administrative expenses of $925M-$975M (midpoint $950M). In Q1 through Feb. 10, 2026, Coinbase ( COIN ) generated ~$420M of transaction revenue, it said. Total trading volume for the full year was $5.23T, up 156% Y/Y. It didn't pull out its quarterly total trading volume. Consumer spot trading in Q4 was $56B, down 6% Q/Q. Institutional spot trading of $215B during the quarter declined 13%. During Q4, the company redefined trading volume to add its half of the trade value of spot trades that are routed off its platform for fulfillment. While the company highlighted the strength of its full-year results, the company said in its shareholder letter, "Crypto is cyclical, and experience tells us it’s never as good or as bad as it seems. While asset prices can be volatile, under the surface an undercurrent of technological change and crypto product adoption continues. We’re taking advantage of this opportunity." Q4 adjusted EPS of $0.66, a considerable miss from the average analyst estimate of $0.96, dropped from $1.44 in Q3 and $3.37 in Q4 2024. Q4 total revenue of $1.78B, trailing the $1.83B consensus, decreased from $1.87B in the prior quarter and $2.27B in the year-ago quarter. Transaction revenue of $982.7B slipped from $1.05B in Q3 and $1.56B in the previous year’s Q4. Subscription and services revenue of $727.4B, lagging the $749.5M Visible Alpha consensus, decreased from $746.7M in the previous quarter and in...
Though Department of Homeland Security almost certain to shutter at midnight Friday, ICE largely unaffected US politics live – latest updates Democrats in the US Senate have blocked a funding package for the Department of Homeland Security (DHS) amid ongoing fury over the Trump administration ’s crackdown and the deaths of two people in Minneapolis. Thursday’s vote means that the department is alm...
Though Department of Homeland Security almost certain to shutter at midnight Friday, ICE largely unaffected US politics live – latest updates Democrats in the US Senate have blocked a funding package for the Department of Homeland Security (DHS) amid ongoing fury over the Trump administration ’s crackdown and the deaths of two people in Minneapolis. Thursday’s vote means that the department is almost certain to shut down at midnight on Friday evening, affecting a range of services yet largely leaving the Immigration and Customs Enforcement agency ( ICE ) – the target of Democrats’ ire – unaffected because it is already the recipient of lavish federal funding. Continue reading...