Phimprapha Kitaiamphaisan/iStock via Getty Images With interest rates poised to decline in 2026, mortgage REITs should get a boost from the market, as their borrowing costs will also decline. The lower costs would help buttress them against prepayments. Mortgage REITs generally offer high-yield dividends via using leverage to achieve net interest spreads. TPG RE Finance Trust, Inc. ( TRTX ) offers...
Phimprapha Kitaiamphaisan/iStock via Getty Images With interest rates poised to decline in 2026, mortgage REITs should get a boost from the market, as their borrowing costs will also decline. The lower costs would help buttress them against prepayments. Mortgage REITs generally offer high-yield dividends via using leverage to achieve net interest spreads. TPG RE Finance Trust, Inc. ( TRTX ) offers a common and preferred dividend, the TPG RE Finance Trust Preferred C shares ( TRTX.PR.C ), which, as of 2/10/26, yielded 10.71% and 8.40%, respectively: Hidden Dividend Stocks Plus Company Profile: TPG RE Finance Trust, Inc. is a holding company that engages in the provision of commercial real estate finance services. It originates, acquires, and manages commercial mortgage loans and other commercial real estate-related debt instruments in North America. The company was founded on October 24, 2014, and is headquartered in New York, NY. Holdings: TRTX does 3 types of loans: Bridge Loans have limited deferred fundings, generally less than 10% of the total loan commitment, which fundings are commonly conditioned on the borrower’s satisfaction of certain collateral performance tests. Light Transitional Loans have deferred fundings ranging from 10% to 20% of the total loan commitment, which fundings are commonly conditioned on the borrower’s completion of specified improvements to the property or satisfaction of certain collateral performance tests. Moderate Transitional Loans have deferred fundings greater than 20% of the total loan commitment, with similar completion hurdles. As of 9/30/25, Bridge Loans remained the highest exposure, at 52.1%, up from 44.6% at 12/31/24. Moderate Transitional Loans declined to 25.4%, vs. 29.6% at 12/31/24, and Light Transitional Loans fell from 25.8% to 22.5%. TRTX As of 9/30/25, TRTX had a $3.7B loan portfolio, with a weighted average yield of 7.75% and an average 3.36% credit spread. This is a floating loan portfolio, with a 100% performanc...
RamilF/iStock via Getty Images Thesis Summary Nebius ( NBIS ) just reported Q4 results, with a whopping 545% revenue increase and even positive EBITDA. Though the market didn't appreciate it, these earnings show much more than just AI demand. Nebius is doing things right, keeping a solid balance sheet while expanding and using its position of power as leverage over its clients. While the company d...
RamilF/iStock via Getty Images Thesis Summary Nebius ( NBIS ) just reported Q4 results, with a whopping 545% revenue increase and even positive EBITDA. Though the market didn't appreciate it, these earnings show much more than just AI demand. Nebius is doing things right, keeping a solid balance sheet while expanding and using its position of power as leverage over its clients. While the company did not bottom last month, as I expected, we are forming a good base at these levels, and the recent earnings are very encouraging I expect Nebius to at least double by year's end. Nebius Q4: Scarcity, Pricing, And Operating Leverage Revenue in Q4 came in at $228M, a 547% YoY and a 56% QoQ increase. The growth was underpinned by the growth of Core AI cloud revenue, which was up 830% YoY. Nebius Q4 (Press Release) According to management, the stellar results can be attributed to high utilization, strong pricing, and execution. CEO Arkady said the company is sold out in Q3 and Q4, and they are already sold out in Q1 2026. ARR Matters Most Nebius ended the year with an Annual Recurring Revenue at $1.2B ARR, beating the prior guidance of $1.1B. And this matters, as explained by the CFO. As we are in a hypergrowth phase, ARR is the better metric. Source: Earnings Call ARR is projected to reach $7B-$9B ARR by the end of 2026, while revenue will be closer to $3.0B-$3.4B. Margins: The Hidden Flex What I feel is even more surprising, though, is the fact that Nebius achieved positive profitability: Core adjusted EBITDA margin expanded from 19% in Q3 to 24% in Q4. The company then guided to around a 40% group adjusted EBITDA margin for 2026. How can this be? We generated $834 million in operating cash flow in Q4, which was primarily upfront payments from our long-term agreements. Source: Earnings Call Nebius is benefiting from upfront payments by clients, which is great for the company, and gives investors good visibility of future cash flows. However, we should bear in mind that EBIT ...
Investing.com -- Shares of Pinterest fell about 22% in premarket trading on Friday. At least analysts from seven brokerages downgraded the stock on slowing advertising growth, rising competition and a weak revenue outlook, which the company said was due to tariff pressure on retailers.
Investing.com -- Shares of Pinterest fell about 22% in premarket trading on Friday. At least analysts from seven brokerages downgraded the stock on slowing advertising growth, rising competition and a weak revenue outlook, which the company said was due to tariff pressure on retailers.
(RTTNews) - Sentiment remains weak and the FTSE 100 benchmark of the London Stock Exchange is trading close to the flatline on Friday. The index remains subdued as markets digest the latest U.S. CPI report as well as grapple with lingering fears about AI spends as well as AI-led
(RTTNews) - Sentiment remains weak and the FTSE 100 benchmark of the London Stock Exchange is trading close to the flatline on Friday. The index remains subdued as markets digest the latest U.S. CPI report as well as grapple with lingering fears about AI spends as well as AI-led
teamtime/iStock Editorial via Getty Images Remy Cointreau ( REMYF ) has been an interesting investment. While the company has been longer-term neutral/negative since my last article found here, there have been clear times, many after I posted that article, where you could have rotated at impressive rates of return. I have been an investor in European/Global luxury for some years, and while it woul...
teamtime/iStock Editorial via Getty Images Remy Cointreau ( REMYF ) has been an interesting investment. While the company has been longer-term neutral/negative since my last article found here, there have been clear times, many after I posted that article, where you could have rotated at impressive rates of return. I have been an investor in European/Global luxury for some years, and while it would be unfair to call the company a "main" investment of this sector or of my portfolio, it's nevertheless a company that I cover for the value it offers. We've seen a significant drop toward December 2025, alongside most other luxury companies, but I don't believe this reflects the value of the company in the least. What I have to argue for this, or the reason for this update, is the trading update we saw about 2 weeks ago for the 3rd quarter of fiscal 2026. As you may recall, the company is primarily a player in cognacs and spirits as well as liquors, and it owns some of the most storied brands crucial for certain mixed drinks and libations across the world. While volatility is definitely going to be a thing, I believe the lack of valuation here has gone too far for the potential it offers. I'm not arguing against the fact that most of the heavy spirits and alcohol companies, including businesses like Diageo ( DEO ), need a better upside than we're currently seeing. However, when it comes to these companies, I'm taking a relatively long perspective and view. Cognac sales and spirit sales are the main short-term impact for the company. That's the reason, or at least part of it, why the company has been down for some time. Sales have been slow due to an ongoing industrial downturn, which seems to affect most of the businesses in this entire sector. But there are signs of changes, at the very least in this company. Remy Cointreau - Up 9% on the 3Q26 Trading Day, Confirms Some of the Upside Here It's fair to say whether Remy Cointreau is attractive depends at least in part on t...
AGNC Investment (NASDAQ: AGNC) has a huge 12.5% dividend yield right now. For comparison, the S&P 500 (SNPINDEX: ^GSPC) has a tiny 1.1% yield, and the average real estate investment trust (REIT) has a yield of 3.8%. But don't rush to buy shares thinking that you've found a no-brainer income opportunity. There's a lot more to understand here. A traditional REIT generates income by leasing out physi...
AGNC Investment (NASDAQ: AGNC) has a huge 12.5% dividend yield right now. For comparison, the S&P 500 (SNPINDEX: ^GSPC) has a tiny 1.1% yield, and the average real estate investment trust (REIT) has a yield of 3.8%. But don't rush to buy shares thinking that you've found a no-brainer income opportunity. There's a lot more to understand here. A traditional REIT generates income by leasing out physical properties. That's a pretty simple business model to understand, and it generally provides reliable cash flows to support yields well above market rates. AGNC Investment doesn't do this. It buys and sells bond-like securities created by pooling mortgages together. That's very different, with AGNC operating more like a bond mutual fund than a traditional REIT. Image source: Getty Images. Continue reading
recep-bg/E+ via Getty Images After more than three years of stellar gains, technology companies, or more specifically their stock prices, are struggling. Expectations for economic acceleration and overly concentrated portfolios have led investors to reallocate to many previously ignored parts of the market. While I believe there are interesting non-tech opportunities and some reallocation is justi...
recep-bg/E+ via Getty Images After more than three years of stellar gains, technology companies, or more specifically their stock prices, are struggling. Expectations for economic acceleration and overly concentrated portfolios have led investors to reallocate to many previously ignored parts of the market. While I believe there are interesting non-tech opportunities and some reallocation is justified. I don't think investors should abandon the sector. It was a very good run while it lasted. Between October of 2022 and last November's market bottom, the S&P Technology sector gained roughly 130%, outperforming the market by approximately 50%. For the leaders, the gains were far larger. The semiconductor industry advanced 275%, while market leader Nvidia surged by more than 1,500%. Given the length and magnitude of these gains, a little catch-up by the rest of the market appears warranted. Beyond bargain hunting, there are at least two factors driving the broadening out of the equity rally and the recent underperformance by technology companies. The economy is accelerating, and the earnings gap between tech and the rest is narrower than a few years ago. Following a brief collapse in confidence last spring, economic expectations are rising. According to Bloomberg, a consensus of economic forecasts for 2026 real GDP has risen from 1.4% last May to 2.1% today. As investors discount faster growth on the back of capital spending and tax refunds, they are more inclined to rotate towards economically sensitive sectors, notably energy, materials and industrials. The second catalyst for the rotation is a shift in earnings expectations. To be more precise, investors are now expecting a narrowing gap between mega-cap tech and the rest of the market. This marks a significant shift, as the large tech companies were one of the few bright spots during the earnings slowdown of 2023 and 2024. Today, with more sectors expected to post positive earnings growth, the differential between ...
Trial Date Set For Trump's $10 Billion BBC Lawsuit Over Fake News Editing Scandal Authored by Steve Watson via modernity.news , A trial date has been locked in for President Trump’s massive $10 billion defamation lawsuit against the BBC, following the broadcaster’s deceptive editing of his January 6, 2021 speech to falsely portray him as inciting violence at the Capitol. District Judge Roy Altman ...
Trial Date Set For Trump's $10 Billion BBC Lawsuit Over Fake News Editing Scandal Authored by Steve Watson via modernity.news , A trial date has been locked in for President Trump’s massive $10 billion defamation lawsuit against the BBC, following the broadcaster’s deceptive editing of his January 6, 2021 speech to falsely portray him as inciting violence at the Capitol. District Judge Roy Altman rejected the BBC’s motion to stay the merits-based discovery phase , allowing both sides to dig into evidence that could reveal the depths of this media manipulation. The two-week trial is set to kick off on February 15, 2027, one year from now, in Miami, Florida. This latest bombshell builds on the escalating saga that has already forced top BBC executives to resign in disgrace and drawn scrutiny from U.S. regulators, highlighting how foreign media outlets interfere in American politics with impunity. 🚨🇬🇧🇺🇸 The BBC Vs President Trump The Libel Case against the BBC brought by Trump is set to go to court in February 2027‼️ Fake news the BBC got caught fraudulently splicing a manipulating footage of Trump from Jan 6th. If this goes to Court - Legacy media the BBC will be… pic.twitter.com/IIIVfYFNBu — Concerned Citizen (@BGatesIsaPyscho) February 12, 2026 Trump’s legal team accuses the BBC of splicing together disparate parts of his speech —separated by over 50 minutes—to create a fabricated narrative. In the doctored clip aired in a Panorama documentary, Trump appears to say: “We’re going to walk down to the Capitol… and I’ll be there with you. And we fight. We fight like hell.” The BBC Conveniently omitted Trump’s explicit calls for peaceful protest , which undercut the entire “insurrection” hoax pushed by legacy media. The BBC has scrambled to defend itself, filing motions claiming lack of jurisdiction in Florida and denying the documentary aired in the U.S. via BritBox. A spokesman stonewalled with: “As we have made clear previously, we will be defending this case . We are...
The high-profile inclusions risk straining President Donald Trump’s visit to China that’s set for April, especially given Alibaba’s prominence. Trump’s meeting with President Xi Jinping in Beijing is expected to include discussion about plans to export Nvidia Corp.’s H200 chips to China, and Alibaba is among the companies that could seek to get them.
The high-profile inclusions risk straining President Donald Trump’s visit to China that’s set for April, especially given Alibaba’s prominence. Trump’s meeting with President Xi Jinping in Beijing is expected to include discussion about plans to export Nvidia Corp.’s H200 chips to China, and Alibaba is among the companies that could seek to get them.
The US FDA has granted clearance for Medtronic's ( MDT ) Stealth AXiS surgical system, which is used for spine procedures. Medtronic noted that one of its key features is LiveAlign segmental tracking, an industry-first technology "that allows surgeons to visualize anatomic motion, surgical adjustments, and patient alignment in real time during spine surgery, without the need for repeated imaging. ...
The US FDA has granted clearance for Medtronic's ( MDT ) Stealth AXiS surgical system, which is used for spine procedures. Medtronic noted that one of its key features is LiveAlign segmental tracking, an industry-first technology "that allows surgeons to visualize anatomic motion, surgical adjustments, and patient alignment in real time during spine surgery, without the need for repeated imaging. This capability helps reduce reliance on manual steps and workflow disruption, supporting more consistent execution of patient-specific surgical plans." The company added that Stealth AXiS also streamlines workflows and allows for the exchange of information before, during, and after spine surgery. More on Medtronic Medtronic: Navigating Tariffs And Chinese VBP Challenges Medtronic: A Healthier Diagnosis Medtronic: Don't Miss Out On This Dividend Aristocrat Now Medtronic to exercise option to buy CathWorks for up to $585M Medtronic partnering with Precision Neuroscience on brain-computer interface
FedEx ( FDX ) declares $1.45/share quarterly dividend , in line with previous. Forward yield 1.57% Payable April 1; for shareholders of record March 9; ex-div March 9. See FDX Dividend Scorecard, Yield Chart, & Dividend Growth. More on FedEx FedEx Investor Day: Strong Run, Weak Catalyst (Rating Downgrade) FedEx: A Bit Too Late To Buy Now Despite Its Express Growth FedEx: B2B Mix Shift, Structural ...
FedEx ( FDX ) declares $1.45/share quarterly dividend , in line with previous. Forward yield 1.57% Payable April 1; for shareholders of record March 9; ex-div March 9. See FDX Dividend Scorecard, Yield Chart, & Dividend Growth. More on FedEx FedEx Investor Day: Strong Run, Weak Catalyst (Rating Downgrade) FedEx: A Bit Too Late To Buy Now Despite Its Express Growth FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside FedEx updates on long-term targets and strategies at its Investor Day event Advent International and FedEx to acquire InPost for €7.8B
MERIDIAN, Idaho, Feb. 13, 2026 (GLOBE NEWSWIRE) -- PCS Edventures!, Inc. (“PCSV”), a leading provider of TK-12 Science, Technology, Engineering and Mathematics (“STEM”) education programs, today announced results of operations for its third quarter of fiscal year 2026, which ended on December 31, 2025.
MERIDIAN, Idaho, Feb. 13, 2026 (GLOBE NEWSWIRE) -- PCS Edventures!, Inc. (“PCSV”), a leading provider of TK-12 Science, Technology, Engineering and Mathematics (“STEM”) education programs, today announced results of operations for its third quarter of fiscal year 2026, which ended on December 31, 2025.