Key PointsTowle & Co initiated a new position of 325,397 shares in Gold.com, with an estimated transaction value of $11.08 million based on quarterly average pricing.
Key PointsTowle & Co initiated a new position of 325,397 shares in Gold.com, with an estimated transaction value of $11.08 million based on quarterly average pricing.
watch now VIDEO 1:15 01:15 Bill to fund DHS fails in the Senate Power Lunch The Department of Homeland Security is barreling toward a shutdown starting this weekend after Senate Democrats and the White House on Thursday failed to clinch a deal on immigration enforcement restrictions. A bill already approved by the House of Representatives, which would fund DHS through the end of the fiscal year on...
watch now VIDEO 1:15 01:15 Bill to fund DHS fails in the Senate Power Lunch The Department of Homeland Security is barreling toward a shutdown starting this weekend after Senate Democrats and the White House on Thursday failed to clinch a deal on immigration enforcement restrictions. A bill already approved by the House of Representatives, which would fund DHS through the end of the fiscal year on Sept. 30, failed on Thursday to clear a procedural hurdle in the Senate, meaning time will run out before a shutdown can be avoided. Sen. Chris Murphy , a Connecticut Democrat, shortly after that vote also objected to the immediately considering what would have been the second two-week-long stopgap funding for DHS while negotiations continue. Congress went into a week-long recess after Murphy's objection, making a shutdown set to begin at 12:01 a.m. ET Saturday. The looming shutdown comes as Democratic senators continue to negotiate directly with the White House and President Donald Trump on a deal that could unlock DHS funding. Democrats want new restrictions on immigration officers, citing the killing of two U.S. citizens in Minneapolis in January by federal agents who were there to conduct immigration enforcement. Read more CNBC politics coverage Epstein files: DOJ says it logs Congress members' searches to 'protect' victim information Epstein files: AG Pam Bondi seemed to have Rep. Jayapal's DOJ database search history at hearing Judge blocks Pete Hegseth's censure of Sen. Mark Kelly over troops video, for now Watch Pam Bondi hearing: AG touts record Dow as Democrats grill her over Trump, Epstein The rest of the federal government is funded through Sept. 30, the end of the federal fiscal year. The public is not likely to be significantly affected if DHS shuts down, because most of the department's employees would be deemed as essential workers, who would not be furloughed. However, many employees will be required to work without pay, especially if the shutdown drags on...
This was billed as a test of Arsenal’s mettle after Manchester City had picked themselves off the canvas against Liverpool at Anfield to reignite the title race. But having seen their lead at the top whittled down from nine points to just three since the weekend, Mikel Arteta’s side showed their fallibility as they were held by a dogged Brentford side who will feel that they should have even claim...
This was billed as a test of Arsenal’s mettle after Manchester City had picked themselves off the canvas against Liverpool at Anfield to reignite the title race. But having seen their lead at the top whittled down from nine points to just three since the weekend, Mikel Arteta’s side showed their fallibility as they were held by a dogged Brentford side who will feel that they should have even claimed victory. Just when they needed to put in a statement performance, Arsenal were edgy throughout and struggled to create anything of note until Noni Madueke opened the scoring. Keane Lewis-Potter’s equaliser that came from a long throw had been coming as Keith Andrews’ side showed exactly why they are enjoying such a successful season since he replaced Thomas Frank last summer. Continue reading...
Earnings Call Insights: Cognex Corporation (CGNX) Q4 2025 Management View Matt Moschner, President, CEO & Director, opened by noting "2025 marked a return to profitable growth for Cognex, with constant currency revenue growth of 8% year-over-year and adjusted EPS growth of 38%." He highlighted momentum in logistics and factory automation, and emphasized progress on three strategic objectives: lead...
Earnings Call Insights: Cognex Corporation (CGNX) Q4 2025 Management View Matt Moschner, President, CEO & Director, opened by noting "2025 marked a return to profitable growth for Cognex, with constant currency revenue growth of 8% year-over-year and adjusted EPS growth of 38%." He highlighted momentum in logistics and factory automation, and emphasized progress on three strategic objectives: leading in AI for industrial machine vision, delivering the best customer experience, and aiming to double the customer base within five years. Moschner described several AI-driven product launches, including DataMan 290, In-Sight 8900, OneVision, and SLX, stating these "strengthen our position within approximately $3.2 billion of our $7 billion served market" and support market share gains. Moschner announced the exit from product lines generating $22 million of no growth or low margin revenue and a planned $35 million to $40 million in annualized cost reductions by year-end 2026, saying, "We remain focused on increasing productivity in key areas...using new digital tools, software development, using AI-assisted code generation, and automating back-office processes." Dennis Fehr, Senior VP of Finance & CFO, stated, "We ended 2025 with an adjusted EBITDA margin of 20.7%, excluding the one-time benefit from the Commercial Partnership. We achieved our first milestone, reaching greater than 20% a full year ahead of plan, driven by focused execution and strong cost discipline." Fehr added, "We are raising our through-cycle adjusted EBITDA margin range to 25%, 31% from the prior 20%, 30%. Our through-cycle revenue CAGR remains 13%, 14%, and we continue to expect greater than 100% free cash flow conversion." Outlook Fehr guided Q1 2026 revenue between $235 million and $255 million, "representing growth of approximately 13% at the midpoint against a weak comp." Adjusted EBITDA margin is expected between 19% and 22%, with the midpoint "representing an increase of 370 basis points year-...
Earnings Call Insights: Agios Pharmaceuticals (AGIO) Q4 2025 Management View CEO Brian Goff emphasized the company's 2026 strategic priorities, stating, "we're focused on executing a high-impact launch of AQVESME for the treatment of thalassemia in the U.S." He highlighted plans to expand the PK activation franchise into new indications, including sickle cell disease and lower-risk myelodysplastic...
Earnings Call Insights: Agios Pharmaceuticals (AGIO) Q4 2025 Management View CEO Brian Goff emphasized the company's 2026 strategic priorities, stating, "we're focused on executing a high-impact launch of AQVESME for the treatment of thalassemia in the U.S." He highlighted plans to expand the PK activation franchise into new indications, including sickle cell disease and lower-risk myelodysplastic syndrome, with key catalysts expected in 2026. Goff noted, "PYRUKYND delivered $20 million in net revenue in the fourth quarter, bringing full year 2025 revenue to $54 million, reflecting robust year-on-year growth." He reported FDA approval for AQVESME just before year-end and stated, "the U.S. thalassemia launch is underway." Goff pointed to a strong balance sheet: "We continue to operate from a position of strength, ending the year with approximately $1.2 billion in cash, providing flexibility to maximize the AQVESME thalassemia U.S. launch, pursue the path forward for mitapivat in sickle cell disease and continue to advance our pipeline programs." CFO Cecilia Jones stated, "Fourth quarter worldwide PYRUKYND revenue was $20 million, an increase of 86% compared to the fourth quarter of 2024 and a sequential increase of 55% compared to $13 million in the third quarter of 2025." Jones added, "In 2026, we expect U.S. PK deficiency revenues to be in the range of $45 million to $50 million." Chief Commercial Officer Tsveta Milanova described early AQVESME launch progress: "As of January 30, we have seen 44 prescriptions written by REMS-certified physicians in the U.S., which reflects strong early recognition of AQVESME clinical value and excellent execution by our field teams." Outlook U.S. PK deficiency revenues are projected in the range of $45 million to $50 million for 2026, according to CFO Jones. Operating expenses in 2026 are anticipated to be "roughly flat with 2025," reflecting investments in the AQVESME U.S. launch and gated investment for sickle cell disease. Manag...
Cash flow matters to Boeing (NYSE: BA) . Not only does Boeing need to fund a new narrowbody airplane within the next decade, but it also needs to pay down the debt built up during the lockdowns and 737 MAX groundings. However, its cash flow generation could be coming under pressure. President Trump's executive orders aimed at ensuring defense contractors deliver on time. Here's the lowdown. The co...
Cash flow matters to Boeing (NYSE: BA) . Not only does Boeing need to fund a new narrowbody airplane within the next decade, but it also needs to pay down the debt built up during the lockdowns and 737 MAX groundings. However, its cash flow generation could be coming under pressure. President Trump's executive orders aimed at ensuring defense contractors deliver on time. Here's the lowdown. The company's consolidated debt stood at $54.1 billion at the end of 2025, while its cash and marketable securities totaled $29.4 billion, resulting in $24.7 billion in net debt. It also burned through $1.9 billion in cash in 2025. Meanwhile, the former CEO, Dave Calhoun, is on record as saying a new narrowbody would cost $50 billion to develop. In addition, Boeing needs to support the recently acquired Spirit AeroSystems, its electric vertical takeoff and landing (eVTOL) business , Wisk, the ramp-up of 737 deliveries, the inventory build for the delayed 777X program, and customer considerations related to the 777X delay. Continue reading
Despite some outstanding reports from the big hyperscalers last week, including Alphabet , Microsoft , and Amazon , the market sent their stock prices down on worries about overspending on artificial intelligence (AI). Data by YCharts. Continue reading
Despite some outstanding reports from the big hyperscalers last week, including Alphabet , Microsoft , and Amazon , the market sent their stock prices down on worries about overspending on artificial intelligence (AI). Data by YCharts. Continue reading
Tim Cook, chief executive officer of Apple Inc., during the 60th presidential inauguration in the rotunda of the US Capitol in Washington, DC, US, on Monday, Jan. 20, 2025. Bloomberg | Getty Images Apple is having its worst day in the stock market in months. Shares of Apple were down 5% Thursday as reports surfaced about delays with Siri and its news app faced Federal Trade Commission scrutiny ove...
Tim Cook, chief executive officer of Apple Inc., during the 60th presidential inauguration in the rotunda of the US Capitol in Washington, DC, US, on Monday, Jan. 20, 2025. Bloomberg | Getty Images Apple is having its worst day in the stock market in months. Shares of Apple were down 5% Thursday as reports surfaced about delays with Siri and its news app faced Federal Trade Commission scrutiny over political bias . The long-awaited artificial intelligence update to the iPhone-maker's personal assistant Siri has been internally pushed back to May and potentially later, Bloomberg reported Wednesday. The update was expected to launch within a couple weeks, but the company may roll the features out slowly over several months, the report stated. Apple told CNBC it is still on track to launch in 2026. On Wednesday, the FTC Chair Andrew Ferguson told Apple CEO Tim Cook to review the terms of service and curation policies on Apple News. Ferguson cited recent "reports" that Apple News was promoting left-leaning news outlets while suppressing conservative content. Last month, Apple beat Wall Street expectations when it reported first-quarter earnings, however, the stock has been tied to Wall Street's recent concerns about big tech spending too much on AI. CNBC's Steve Kovach contributed to this report. Read more CNBC tech news Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales FTC tells Tim Cook to look into reports Apple News is censoring conservatives Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead
Banco Latinoamericano press release ( BLX ): Q4 GAAP EPS of $1.50. Revenue of $88.8M (+13.3% Y/Y). Net Interest Income ("NII") improved to $70.8 million in 4Q25 (+6% YoY) and $271.2 million in FY25 (+5% YoY), mostly driven by higher average business volumes. More on Banco Latinoamericano Bladex: Practically Perfect Execution On Long-Term Plan Seeking Alpha’s Quant Rating on Banco Latinoamericano H...
Banco Latinoamericano press release ( BLX ): Q4 GAAP EPS of $1.50. Revenue of $88.8M (+13.3% Y/Y). Net Interest Income ("NII") improved to $70.8 million in 4Q25 (+6% YoY) and $271.2 million in FY25 (+5% YoY), mostly driven by higher average business volumes. More on Banco Latinoamericano Bladex: Practically Perfect Execution On Long-Term Plan Seeking Alpha’s Quant Rating on Banco Latinoamericano Historical earnings data for Banco Latinoamericano Dividend scorecard for Banco Latinoamericano Financial information for Banco Latinoamericano
Morsa Images/DigitalVision via Getty Images To be honest with you, I am not a huge fan of the home furnishings market. It is intensely competitive, and margins have a tendency to be slim. In the past, I have been neutral or negative on many companies that operate in this space. One such example can be seen by looking at Arhaus, Inc. ( ARHS ), a business that operates specifically as a provider of ...
Morsa Images/DigitalVision via Getty Images To be honest with you, I am not a huge fan of the home furnishings market. It is intensely competitive, and margins have a tendency to be slim. In the past, I have been neutral or negative on many companies that operate in this space. One such example can be seen by looking at Arhaus, Inc. ( ARHS ), a business that operates specifically as a provider of home furnishings. Its vertical business model empowers it to design and produce furniture, outdoor products, lighting products, textiles, and decor. It is a huge industry, worth around $100 billion annually if we focus on the U nited States alone. But in my previous article about the business, published in September of last year, I said that I needed more clarity on revenue and profits before being anything other than "N eutral." In addition to uncertainty associated with the economy and tariffs, I decided to reaffirm the business as a "Hold" candidate. Since then, the stock has pulled back some, dropping 4.5%, while the S&P 500 is up 3%. Even with that decline, however, the stock is up 68.7% since I first rated it a "Hold" back in March 2022. That is a bit above the 59.5% increase that the market has experienced. Looking at the data today, I see that the trading multiples of the company have come down. Management expects continued growth for 2025 in its entirety. And even though economic concerns remain problematic, especially since I believe that the U nited States is heading toward a recession, the stock is now priced at levels that I think make a bit of sense. Because of this, I believe that upgrading the company to a soft "Buy" is the right move. But this could change as new data comes in. Soon, that will be the case. In fact, on Feb. 26, management is expected to announce financial results for the final quarter of the company's 2025 fiscal year. Although revenue is expected to increase, earnings per share should contract some. But assuming that this is more of a blip ...