Futures Fall On Friday The 13th As CPI Looms US equity futures are lower in a scary start this Friday the 13th, having given up modest overnight gains, as Investors - already on high alert for any further signs of the "AI scare trade" - braced for Friday’s inflation reading and any clues it holds on what happens next for interest rates. As of 8:00am ET, S&P and Nasdaq futures are down by 0.2%, hav...
Futures Fall On Friday The 13th As CPI Looms US equity futures are lower in a scary start this Friday the 13th, having given up modest overnight gains, as Investors - already on high alert for any further signs of the "AI scare trade" - braced for Friday’s inflation reading and any clues it holds on what happens next for interest rates. As of 8:00am ET, S&P and Nasdaq futures are down by 0.2%, having flipped between gains and losses after a three-day S&P 500 losing streak and especially Thursday's brutal 1.6% cash-market slump, which DB's Jim Reid described as "Friday 13th coming a day early for risk assets yesterday." In pre-market trading, Mag-7 all names are weaker ahead of the long weekend, but there are some bright spots within Energy / Mats / Fins but, so far, pre-mkt trading does not point to another significant de-risking. Bond yields climb 1-2bps across the curve with the belly underperforming and USD rallying. Commodities are retracing some of yesterday’s losses led by precious metals. Crude oil futures fell on a report that some OPEC+ nations see scope for output hikes. Today’s macro focus is on CPI and if any new AI "Obsolescence" trades emerge. In premarket trading, Mag 7 stocks are all lower (Alphabet -0.7%, Amazon -1.0%, Apple -0.4%, Nvidia -0.3%, Meta -0.8%, Microsoft -0.6%, Tesla -0.8%). Airbnb (ABNB) is up around 4.8% after the travel-booking platform’s first-quarter revenue forecast exceeded the average analyst estimate. Applied Materials (AMAT) is up 11% after the semiconductor capital equipment company reported first-quarter results that beat expectations and gave an outlook for adjusted earnings that is above the analyst consensus. DraftKings (DKNG) slides 15% after the sports betting company’s revenue forecast for 2026 missed the average analyst estimate. Dutch Bros (BROS) jumps 13% after the coffee chain reported adjusted earnings per share for the fourth quarter that surpassed Wall Street estimates. Pinterest (PINS) is down around 20% after ...
Columbia Banking System ( COLB ) declares $0.37/share quarterly dividend , in line with previous. Forward yield 4.74% Payable March 16; for shareholders of record Feb. 27; ex-div Feb. 27. See COLB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Columbia Banking System Columbia Banking: After Q4 Results, More Reasons To Buy As Western Growth Continues Columbia Banking System, Inc. (COLB...
Columbia Banking System ( COLB ) declares $0.37/share quarterly dividend , in line with previous. Forward yield 4.74% Payable March 16; for shareholders of record Feb. 27; ex-div Feb. 27. See COLB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Columbia Banking System Columbia Banking: After Q4 Results, More Reasons To Buy As Western Growth Continues Columbia Banking System, Inc. (COLB) Q4 2025 Earnings Call Transcript Columbia Banking System, Inc. 2025 Q4 - Results - Earnings Call Presentation Columbia Banking System outlines NIM surpassing 4% in 2026 with increased buybacks and Pac Premier integration COLB posts profit beat in first full-quarter contribution from Pacific Premier
ReGrow Israel has chosen Oracle Agriculture Data Intelligence to help restore and strengthen farming across the country. The platform integrates satellite imagery, ground data, and sensor feeds in one environment, giving ReGrow a real-time view into soil conditions, crop progress, and water use to support better, more predictable production.
ReGrow Israel has chosen Oracle Agriculture Data Intelligence to help restore and strengthen farming across the country. The platform integrates satellite imagery, ground data, and sensor feeds in one environment, giving ReGrow a real-time view into soil conditions, crop progress, and water use to support better, more predictable production.
FilippoBacci Shares of Allegro MicroSystems ( ALGM ) rose about 2% premarket on Friday after Morgan Stanley upgraded the stock to Overweight from Equal-weight. The firm also raised the price target on the stock to $51 from $45. "With improving visibility into auto semi outgrowth, margin expansion, and exposure to significant secular tailwinds, we see an increasingly attractive risk/reward in Alleg...
FilippoBacci Shares of Allegro MicroSystems ( ALGM ) rose about 2% premarket on Friday after Morgan Stanley upgraded the stock to Overweight from Equal-weight. The firm also raised the price target on the stock to $51 from $45. "With improving visibility into auto semi outgrowth, margin expansion, and exposure to significant secular tailwinds, we see an increasingly attractive risk/reward in Allegro, with our CY27 Revenue/EPS 6%/9% above Street," said analysts led by Joseph Moore. The analysts noted that Allegro sits at the intersection of cyclical recovery and durable secular growth. The analysts added that in auto, rising semiconductor content across both Battery Electric Vehicle/ Plug-in Hybrid Electric Vehicle (BEV/PHEV) and Internal Combustion Engine, or ICE, platforms supports sustained outgrowth versus global light vehicle production, or LVP, and auto semiconductor peers in 2026/2027, driven by electrification, ADAS penetration, and increasing sensor density - emphasizing the breadth of Allegro’s powertrain-agnostic portfolio. In Industrial, improving macro indicators with emerging growth vectors — most notably data centers, where the company participates in thermal management and power — creates incremental upside, supplemented by robotics and grid management, according to the analysts. Moore and his team added that supply chain diversity, lean inventories, and disciplined operating expenditure provide ongoing margin tailwinds and resiliency from international and domestic manufacturing partners. "We missed part of the initial rally, but having come through the recovery period, we believe the upside has been driven primarily by early-cycle normalization rather than a full recognition of the company’s earnings power. In our view, recent performance reflects risk compression and early-cycle normalization, but cycle analysis indicates the rebound remains below historical amplitude, leaving room for further upside as we expect revisions to continue," said Moore ...
Flowserve ( FLS ) declares $0.22/share quarterly dividend , 4.8% increase from prior dividend of $0.21. Forward yield 1.01% Payable April 10; for shareholders of record March 27; ex-div March 27. See FLS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Flowserve Flowserve Corporation (FLS) Q4 2025 Earnings Call Transcript Flowserve Corporation 2025 Q4 - Results - Earnings Call Presentat...
Flowserve ( FLS ) declares $0.22/share quarterly dividend , 4.8% increase from prior dividend of $0.21. Forward yield 1.01% Payable April 10; for shareholders of record March 27; ex-div March 27. See FLS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Flowserve Flowserve Corporation (FLS) Q4 2025 Earnings Call Transcript Flowserve Corporation 2025 Q4 - Results - Earnings Call Presentation Flowserve: Performing Strong On Its Own Flowserve targets 13% EPS growth for 2026 as nuclear and power end markets accelerate Flowserve to buy Trillium Flow Technologies Valves Division in $490M deal
New border controls require ‘certificate of entitlement’ to attach to second nationality passport that costs £589 Dual British nationals have been warned they may be denied boarding a flight, ferry or train to the UK after 25 February unless they carry a valid British passport. The warning by the Home Office comes amid scores of complaints from British people living or travelling abroad who have s...
New border controls require ‘certificate of entitlement’ to attach to second nationality passport that costs £589 Dual British nationals have been warned they may be denied boarding a flight, ferry or train to the UK after 25 February unless they carry a valid British passport. The warning by the Home Office comes amid scores of complaints from British people living or travelling abroad who have suddenly found themselves at risk of not being allowed into the country. If you are affected by the change and want to share your story, email lisa.ocarroll@theguardian.com Continue reading...
Monro ( MNRO ) declares $0.28/share quarterly dividend , in line with previous. Forward yield 4.75% Payable March 10; for shareholders of record Feb. 24; ex-div Feb. 24. See MNRO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Monro Monro, Inc. 2026 Q3 - Results - Earnings Call Presentation Monro, Inc. (MNRO) Q3 2026 Earnings Call Transcript Monro: It's A Little Early For A Downgrade M...
Monro ( MNRO ) declares $0.28/share quarterly dividend , in line with previous. Forward yield 4.75% Payable March 10; for shareholders of record Feb. 24; ex-div Feb. 24. See MNRO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Monro Monro, Inc. 2026 Q3 - Results - Earnings Call Presentation Monro, Inc. (MNRO) Q3 2026 Earnings Call Transcript Monro: It's A Little Early For A Downgrade Monro expects continued positive comp store sales in fiscal 2026 while advancing digital marketing and operational improvements Monro Non-GAAP EPS of $0.16 beats by $0.02, revenue of $293.4M misses by $1.79M
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for […]
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for […]
Night at the opera theme for designer’s autumn/winter collection brings elegant gowns draped in opulent coats Five years ago, Covid prevented Michael Kors celebrating 40 years as a fashion designer; nothing was going to stop him partying when he reached 45. “It’s crazy, I’ve been in fashion 45 years, but I’m only 32,” said Kors, 66. The sweeping double staircase of the New York Metropolitan Opera ...
Night at the opera theme for designer’s autumn/winter collection brings elegant gowns draped in opulent coats Five years ago, Covid prevented Michael Kors celebrating 40 years as a fashion designer; nothing was going to stop him partying when he reached 45. “It’s crazy, I’ve been in fashion 45 years, but I’m only 32,” said Kors, 66. The sweeping double staircase of the New York Metropolitan Opera House became the catwalk for a fashion week show dedicated to the chic women of the city. On Kors’ best dressed list right now is the “amazing, remarkable” Rama Duwaji, the city’s first lady as wife of the mayor, Zohran Mamdani. “The way she dresses takes me back to the first term of the Obamas, so smart and so chic,” Kors said before the show. “Before that time, a first lady portrait meant a suit with puff sleeves and a bow and some pearls, and then all of a sudden there was Mrs Obama, wearing a simple jersey dress with her arms bare. It was modern.” Continue reading...
Andrii Dodonov/iStock via Getty Images Fourth Quarter Market Discussion While AI dominated the 2025 equity market narrative, many perceived beneficiaries experienced a late fourth-quarter pullback. Despite this late volatility, overall market breadth narrowed as mega-cap stocks significantly outperformed during the first six weeks of the quarter. The Russell 2000® Index of small stocks returned 2....
Andrii Dodonov/iStock via Getty Images Fourth Quarter Market Discussion While AI dominated the 2025 equity market narrative, many perceived beneficiaries experienced a late fourth-quarter pullback. Despite this late volatility, overall market breadth narrowed as mega-cap stocks significantly outperformed during the first six weeks of the quarter. The Russell 2000® Index of small stocks returned 2.19% in the final three months of the year, trailing the 2.66% gain for the S&P 500. Reflecting on 2025, we are pleased with the Strategy’s absolute performance. While we never want to underperform, we’re not surprised that keeping up with broad indices has proven challenging. Speculative investors have confidently rewarded perceived AI winners with unsustainably high valuations. Only time will tell whether fundamentals will remain strong enough for long enough to justify the excessive valuation assigned to pockets of the equity market. Despite what appeared to be a one-way-train equity market in 2025, it’s worth noting that volatility in shares of seeming winners serves as a reminder that nobody knows which companies will be long-term winners from the proliferation of AI. For instance, we previously owned a holding that was widely viewed as an AI leader owing to the company’s strategy to be an arms dealer of datacenter capacity. We appeared foolish for eliminating the position in August when shares rose over 40% from our exit price following the company’s second quarter earnings report in September. We sold the company because capital spending skyrocketed to a point where it was no longer generating free cash flow, a first in over thirty years. The market added more than $300 billion to its market capitalization because of a large order from OpenAI. By early December, more than $500 billion was erased from the company’s capitalization as the market began questioning how OpenAI would fund the order. By OpenAI’s own admission, it will not be profitable until 2028 at the earli...
National Healthcare ( NHC ) declares $0.64/share quarterly dividend , in line with previous. Payable April 30; for shareholders of record March 31; ex-div March 31. See NHC Dividend Scorecard, Yield Chart, & Dividend Growth. More on National Healthcare National HealthCare: 50% Return In The Past 6 Months And Still Undervalued Seeking Alpha’s Quant Rating on National Healthcare Dividend scorecard f...
National Healthcare ( NHC ) declares $0.64/share quarterly dividend , in line with previous. Payable April 30; for shareholders of record March 31; ex-div March 31. See NHC Dividend Scorecard, Yield Chart, & Dividend Growth. More on National Healthcare National HealthCare: 50% Return In The Past 6 Months And Still Undervalued Seeking Alpha’s Quant Rating on National Healthcare Dividend scorecard for National Healthcare Financial information for National Healthcare
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses the relative calm in fixed income as opposed to the AI-related selloff in stocks. (Source: Bloomberg)
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses the relative calm in fixed income as opposed to the AI-related selloff in stocks. (Source: Bloomberg)
Hydro One ( HRNNF ) declares CAD 0.3331/share quarterly dividend , in line with previous. Payable March 31; for shareholders of record March 11; ex-div March 11. See HRNNF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hydro One Limited Hydro One Limited 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Hydro One Limited Historical earnings data for Hydro ...
Hydro One ( HRNNF ) declares CAD 0.3331/share quarterly dividend , in line with previous. Payable March 31; for shareholders of record March 11; ex-div March 11. See HRNNF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hydro One Limited Hydro One Limited 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Hydro One Limited Historical earnings data for Hydro One Limited Dividend scorecard for Hydro One Limited Financial information for Hydro One Limited
Nikada/iStock Unreleased via Getty Images Melco Resorts & Entertainment Limited ( MLCO ) reported the company's Q4 results on the 12th of February. The casino operator's earnings showed clear gains as Macau's gaming market has performed well, but earnings still seemed to disappoint more ambitious market expectations. The stock ended the day down by nearly -13%. I believe that the stock's weakness ...
Nikada/iStock Unreleased via Getty Images Melco Resorts & Entertainment Limited ( MLCO ) reported the company's Q4 results on the 12th of February. The casino operator's earnings showed clear gains as Macau's gaming market has performed well, but earnings still seemed to disappoint more ambitious market expectations. The stock ended the day down by nearly -13%. I believe that the stock's weakness now presents a potential buying opportunity, as Macau has a good 2026 outlook ahead. I maintained a Hold rating on the stock in my previous June 2025 article , titled “ Melco Resorts: Eyeing The Thailand Market.” The stock has since lost -14% of its value, losing clearly to the S&P 500's 14% gain. My Rating History on MLCO (Seeking Alpha) Melco Q4 Review Melco reported solid overall Q4 results . Total revenues grew by 8.6% to $1.29 billion, and adjusted EBITDA grew by 11.0% to $300 million. Topline and earnings growth decelerated slightly from previous quarters but remained good regardless. The quarter's revenues and EPS both beat Wall Street's consensus estimates. MLCO Q4'25 Investor Presentation Driving Melco's growth, the Macau gaming market has continued to show major growth. The overall market experienced 15.0% year-on-year growth in GGR during Q4, also leading Melco to report good financials in its two most important properties. City of Dreams Macau reported a 14% increase in GGR, and Studio City showed a 7% GGR increase. The two properties' EBITDA grew by 38% and 7% year-on-year, respectively, to $194 million and $87 million; Macau's market growth has been a clear positive for Melco's earnings. Author's Illustration Using MGICB Data There is one clear caveat. Both of Melco's key properties' GGR growth did underperform the market pace, losing some market share. The competitive environment seems to have remained challenging as operators are competing fiercely for market share. Regardless, total market growth has boosted Melco's earnings through a good GGR boost, more t...
Alexandra Palace, London Following a six-night stint in NYC, Fred Gibson returns to London for a brilliant, five-hour melange of his own tracks and wildly energising guest-star mini-sets Fred Again, AKA Fred Gibson, has been on an impressive run in recent months: a tour from Madrid to Mexico City, a six-night residency in New York, and the emergence of dozens of the songs forming his unfolding alb...
Alexandra Palace, London Following a six-night stint in NYC, Fred Gibson returns to London for a brilliant, five-hour melange of his own tracks and wildly energising guest-star mini-sets Fred Again, AKA Fred Gibson, has been on an impressive run in recent months: a tour from Madrid to Mexico City, a six-night residency in New York, and the emergence of dozens of the songs forming his unfolding album, USB002. He now comes home to the UK; literally with this four-show residency at Alexandra Palace in London, and also in the musical homages he pays on the opening night. In succession, Gibson plays Arctic Monkeys’ When the Sun Goes Down, a techno mix of EsDeeKid’s 4 Raws, and a blend from Spice’s dancehall track So Mi Like It to the Chariots of Fire theme over a drum’n’bass beat – comedy patriotism, but very enjoyable for it, and all showing absolute disregard for any sense of purism in electronic music. Continue reading...
Kontoor Brands ( KTB ) declares $0.53/share quarterly dividend , in line with previous. Forward yield 3.15% Payable March 20; for shareholders of record March 10; ex-div March 10. See KTB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kontoor Brands Kontoor Brands: Wrangled Into A Risky Setup - Sell Kontoor Brands: Back In The Undervalued Zone Seeking Alpha’s Quant Rating on Kontoor B...
Kontoor Brands ( KTB ) declares $0.53/share quarterly dividend , in line with previous. Forward yield 3.15% Payable March 20; for shareholders of record March 10; ex-div March 10. See KTB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kontoor Brands Kontoor Brands: Wrangled Into A Risky Setup - Sell Kontoor Brands: Back In The Undervalued Zone Seeking Alpha’s Quant Rating on Kontoor Brands Historical earnings data for Kontoor Brands Dividend scorecard for Kontoor Brands
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for […]
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for […]