greenbutterfly/iStock via Getty Images Byron Deeter, a partner at Bessemer Venture Partners, sees the current turmoil in software stocks ( IGPT ), ( XSW ), ( IGV ) as a buying opportunity, declaring that the software and SaaS sectors are “absolutely oversold.” Despite the sharp downturn, Deeter believes the chaos in the market is creating favorable conditions for savvy investors. In an interview w...
greenbutterfly/iStock via Getty Images Byron Deeter, a partner at Bessemer Venture Partners, sees the current turmoil in software stocks ( IGPT ), ( XSW ), ( IGV ) as a buying opportunity, declaring that the software and SaaS sectors are “absolutely oversold.” Despite the sharp downturn, Deeter believes the chaos in the market is creating favorable conditions for savvy investors. In an interview with CNBC, Deeter compared the current V-shaped decline to similar patterns seen during the COVID-19 pandemic and the Global Financial Crisis. However, he cautioned that this recovery would look fundamentally different, predicting “massive separation” among companies rather than a uniform market rebound. According to Deeter, investors have adopted a skeptical stance toward software companies, treating them as “guilty until proven innocent.” He noted that the market is in “show me the money mode,” with investors growing tired of AI promises and demanding concrete earnings results and reacceleration before committing capital. Deeter drew a clear distinction between companies facing horizontal attack vectors and those with defensible business models. He identified tools like Asana ( ASAN ), DocuSign ( DOCU ), and Adobe ( ADBE ) as vulnerable to disruption from AI agents, while pointing to “systems of record” and vertical companies like Shopify ( SHOP ) and ServiceTitan ( TTAN ) as better positioned due to their deep payments integration and specialized market positions. Consumer marketplaces represent another category Deeter views as resilient. He argued that companies like Airbnb ( ABNB ) and StubHub ( STUB ), which aggregate marketplace demand, are insulated from AI disruption because AI agents are “sort of irrelevant” to their core business characteristics. Looking ahead, Deeter sees the next wave of growth emerging from the private sector, with AI-accelerated companies like Databricks, ClickHouse, and Canva positioned as potential IPO candidates. He described this trend as ...
Gail Slater, the top antitrust enforcer at the Justice Department, announced Thursday that she has left her post, just weeks before the agency's next major tech monopoly trial against entertainment giant Live Nation is set to begin. "It is with great sadness and abiding hope that I leave my role as AAG for Antitrust today," Slater posted from her personal X account . Slater thanked the staff of th...
Gail Slater, the top antitrust enforcer at the Justice Department, announced Thursday that she has left her post, just weeks before the agency's next major tech monopoly trial against entertainment giant Live Nation is set to begin. "It is with great sadness and abiding hope that I leave my role as AAG for Antitrust today," Slater posted from her personal X account . Slater thanked the staff of the Antitrust Division and called the role "the honor of a lifetime." In a statement, Attorney General Pam Bondi thanked Slater for her service, but did not directly address questions about what precipitated her departure or who would take over as the … Read the full story at The Verge.
utah778/iStock via Getty Images The following segment was excerpted from the Alger Mid Cap 40 ETF Q4 2025 Commentary. The Alger Mid Cap 40 ETF underperformed the Russell Midcap Growth Index during the fourth quarter of 2025. Exact Sciences Corporation ( EXAS ), Micron Technology, Inc. ( MU ) and MongoDB, Inc. ( MDB ) were among the top contributors to performance. Exact Sciences is a molecular dia...
utah778/iStock via Getty Images The following segment was excerpted from the Alger Mid Cap 40 ETF Q4 2025 Commentary. The Alger Mid Cap 40 ETF underperformed the Russell Midcap Growth Index during the fourth quarter of 2025. Exact Sciences Corporation ( EXAS ), Micron Technology, Inc. ( MU ) and MongoDB, Inc. ( MDB ) were among the top contributors to performance. Exact Sciences is a molecular diagnostics company focused on oncology testing, best known for its Cologuard noninvasive colorectal cancer screening franchise, alongside a broader portfolio and pipeline that includes molecular residual disease (MRD) and multi-cancer early detection (MCED) testing initiatives. Shares contributed positively during the quarter after Abbott announced a definitive all-cash agreement to acquire Exact Sciences for approximately $21 billion in equity value, reflecting a meaningful premium and driving the stock higher. Micron designs and manufactures memory and memory modules, and is one of the world's three major suppliers of DRAM, NAND, and high-bandwidth memory (HBM) serving end markets that include PCs, smartphones, traditional servers, and AI servers. As AI infrastructure has expanded, memory demand has accelerated meaningfully; combined with constrained industry supply, this has driven a sharp rise in memory pricing. Shares contributed positively during the quarter after the company reported better-than-expected fiscal first-quarter operating results. Micron's revenue increased 57% year-over-year and gross margins expanded to above 56%. Management also indicated that HBM capacity is already fully committed through 2026 and that conventional DRAM pricing is expected to remain on an upward trajectory into 2026. MongoDB is a software company that provides a document-oriented database platform, enabling developers to store and manage data in flexible structures compared with traditional SQL databases. The platform is designed for agility and scalability, supporting rapid applicati...
primeimages/E+ via Getty Images Subadvisor (since 02/09/22): Quantix Commodities LP Portfolio Manager(s): Don Casturo Daniel Cepeda Tom Glanfield Marta Kavchak Benchmark 1 Name: Quantix Commodity Total Return Index Benchmark 2 Name: Bloomberg Commodity Index Total Return (SM) Benchmark 3 Name: SCP 500 Investment Philosophy: The Harbor Commodity All-Weather Strategy ETF ( HGER ) seeks to provide in...
primeimages/E+ via Getty Images Subadvisor (since 02/09/22): Quantix Commodities LP Portfolio Manager(s): Don Casturo Daniel Cepeda Tom Glanfield Marta Kavchak Benchmark 1 Name: Quantix Commodity Total Return Index Benchmark 2 Name: Bloomberg Commodity Index Total Return (SM) Benchmark 3 Name: SCP 500 Investment Philosophy: The Harbor Commodity All-Weather Strategy ETF ( HGER ) seeks to provide investment results that correspond, before fees and expenses, to the performance of the Quantix Commodity Index. The Fund targets a diversified mix of commodities, emphasizing systematic portfolio adjustments based on inflation sensitivity and market dynamics. Performance Average Annual Returns Ticker CUSIP 3 Months YTD 1 Yr. 3 Yr. 5 Yr. 10 Yr. Since Inception Inception Date Gross Expense Ratio % Harbor Commodity All-Weather Strategy ETF (NAV) HGER 41151J505 3.09% 19.70% 19.70% 10.17% N/A N/A 10.57% 02/09/2022 0.68 Harbor Commodity All-Weather Strategy ETF (Market) HGER 41151J505 3.01% 20.09% 20.09% 10.15% N/A N/A 10.62% 02/09/2022 0.68 Quantix Commodity Total Return Index 3.30% 20.90% 20.90% 11.30% N/A N/A 11.86% 02/09/2022 Bloomberg Commodity Index Total Return (SM) 5.85% 15.77% 15.77% 3.96% N/A N/A 4.31% 02/09/2022 S&P 500 Index 2.66% 17.88% 17.88% 23.01% N/A N/A 12.92% 02/09/2022 The Fund’s returns achieved during certain periods shown were unusual and an investor should not expect such performance to be sustained. Click to enlarge Manager Commentary “Precious Metals led the asset class higher, as the debasement trade gained fresh momentum into year-end and safe haven demand strengthened amid Russia-Ukraine tensions.” Quantix Commodities LP Market in Review Commodity markets posted another rally in the fourth quarter, with the Bloomberg Commodity Total Return Index (“BCOM”) up 5.85% and the Quantix Commodity Index Total Return (“QCI”) up 3.30% during the quarter and 20.90% for the year, outperforming the S&P 500 by 4.51% and BCOM by 5.13%. Precious Metals led the asset cl...
Image source: The Motley Fool. Wednesday, February 11, 2026 at 8:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Wednesday, February 11, 2026 at 8:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Tom Cross United Launch Alliance said it is reviewing data after one of the solid rocket motors on its Vulcan rocket appeared to experience a problem during a U.S. Space Force mission early Thursday. The company said in a post on X that teams are analyzing the situation, adding that the rocket’s main booster, upper stage and payload continued operating normally. The launch marked the fourth flight...
Tom Cross United Launch Alliance said it is reviewing data after one of the solid rocket motors on its Vulcan rocket appeared to experience a problem during a U.S. Space Force mission early Thursday. The company said in a post on X that teams are analyzing the situation, adding that the rocket’s main booster, upper stage and payload continued operating normally. The launch marked the fourth flight of Vulcan since its debut in January 2024. The rocket, developed by the Boeing ( BA ) and Lockheed Martin ( LMT ) joint venture, is designed to offer a more affordable option in the increasingly competitive launch market. However, Vulcan’s rollout has been slowed by schedule setbacks and technical challenges. On its second mission in October 2024, a side-mounted booster used to provide extra thrust experienced a small explosion shortly after liftoff. Despite the incident, the rocket completed its mission. ULA did not fly Vulcan again until August 2025. Earlier this week, interim Chief Executive Officer John Elbon said prior issues had been addressed and described the rocket as ready for regular service. Elbon stepped into the role after longtime CEO Tory Bruno departed in December to join Blue Origin. ULA is also working to expand operations at Kennedy Space Center by building an additional facility and launch pad, with the goal of increasing its flight cadence. Once the dominant launch provider for the U.S. Defense Department, ULA now competes with SpaceX ( SPACE ), Blue Origin and Rocket Lab ( RKLB ) for government and commercial missions. Among its key customers is Amazon ( AMZN ), which plans to use Vulcan rockets to deploy satellites for its Project Kuiper broadband network, a rival to SpaceX’s Starlink. More on Lockheed Martin, Boeing, etc. Rocket Lab: Bullish Catalysts Brewing Rocket Lab: Neutron Setback, Now An Opportunistic Rating Upgrade To Buy Rocket Lab Q4 Earnings Preview: Even A Beat Won't Save The Stock (Downgrade) Musk discusses interplanetary life, more, a...
Elbridge Colby tells meeting in Brussels that US plans to reduce conventional forces in Europe, but remains committed to Nato alliance The Pentagon’s policy chief, Elbridge Colby, has told European Nato defence ministers in Brussels that they need to step up their combat capabilities – and take the lead in protecting their continent from the Russian threat. The influential undersecretary for war, ...
Elbridge Colby tells meeting in Brussels that US plans to reduce conventional forces in Europe, but remains committed to Nato alliance The Pentagon’s policy chief, Elbridge Colby, has told European Nato defence ministers in Brussels that they need to step up their combat capabilities – and take the lead in protecting their continent from the Russian threat. The influential undersecretary for war, sent by the White House in place of his boss, Pete Hegseth, said the US would reduce conventional forces in Europe – but insisted Washington remained committed to the military alliance. Continue reading...
As February begins, the U.S. stock market has shown a strong start with major indexes like the Dow Jones Industrial Average and S&P 500 posting significant gains, reflecting investor optimism amid recent economic developments such as trade agreements and manufacturing growth. In this buoyant market environment, identifying growth companies with substantial insider ownership can be particularly com...
As February begins, the U.S. stock market has shown a strong start with major indexes like the Dow Jones Industrial Average and S&P 500 posting significant gains, reflecting investor optimism amid recent economic developments such as trade agreements and manufacturing growth. In this buoyant market environment, identifying growth companies with substantial insider ownership can be particularly compelling for investors seeking alignment between company leadership and shareholder interests.
Democrats want more answers after Attorney General Pam Bondi testified for hours about files related to files disgraced financier Jeffrey Epstein. Tyler Kendall reports. (Source: Bloomberg)
Democrats want more answers after Attorney General Pam Bondi testified for hours about files related to files disgraced financier Jeffrey Epstein. Tyler Kendall reports. (Source: Bloomberg)
Earnings Call Insights: Sphere Entertainment Co. (SPHR) Q4 2025 Management View Executive Chairman & CEO James Dolan highlighted progress on Sphere’s business model, emphasizing momentum from the Las Vegas venue and the Wizard of Oz production as “an important blueprint for our long-term vision, a global network of spear venues powered by our proprietary technology and immersive content.” Dolan an...
Earnings Call Insights: Sphere Entertainment Co. (SPHR) Q4 2025 Management View Executive Chairman & CEO James Dolan highlighted progress on Sphere’s business model, emphasizing momentum from the Las Vegas venue and the Wizard of Oz production as “an important blueprint for our long-term vision, a global network of spear venues powered by our proprietary technology and immersive content.” Dolan announced a second U.S. Sphere venue at National Harbor in Maryland, targeting opening within four years and supported by $200 million in state, local, and private incentives. He noted, “We are moving quickly to finalize agreements and secure necessary approvals and believe the venue could be open in 4 years or less.” Dolan reported that preconstruction in Abu Dhabi is in its final stages, with updates on site location expected soon, and stated the company is “in active discussions with a significant number of domestic and international markets regarding large and smaller scale Spheres.” The Wizard of Oz show continues to perform strongly, with over 2.2 million tickets sold and approximately $290 million in ticket sales. Dolan announced plans to release “Wizard of Oz 2.0, an enhanced version of the production with new scenes and new 4D effect.” Executive VP, CFO & Treasurer Robert Langer stated, “For the December quarter, we generated total company revenues of $394.3 million and adjusted operating income of $128 million.” Langer detailed that the Sphere segment’s revenues rose to $274.2 million, driven by the Wizard of Oz and increased performances, along with growth in concert residencies and Exosphere advertising and sponsorship. Langer also noted, “Fourth quarter adjusted operating income for our Sphere segment was $89.4 million as compared to an adjusted operating loss of approximately $800,000 in the prior year quarter,” citing increased revenues and lower SG&A expenses, partially offset by higher direct operating expenses. Outlook Dolan indicated ongoing expansion effor...
Dikuch/iStock via Getty Images Scorpio Tankers ( STNG ) said Thursday it declared options to purchase two scrubber-fitted LR2 newbuilding product tankers to be constructed at China's Dalian Shipbuilding for $68.5M per vessel, with deliveries expected in Q3 and Q4 2029. The decision doubles Scorpio's ( STNG ) order at the yard to four vessels and raises the company's overall newbuilding orderbook t...
Dikuch/iStock via Getty Images Scorpio Tankers ( STNG ) said Thursday it declared options to purchase two scrubber-fitted LR2 newbuilding product tankers to be constructed at China's Dalian Shipbuilding for $68.5M per vessel, with deliveries expected in Q3 and Q4 2029. The decision doubles Scorpio's ( STNG ) order at the yard to four vessels and raises the company's overall newbuilding orderbook to 10 ships. The latest order builds on a fleet renewal move unveiled in December , when Scorpio ( STNG ) agreed to sell two LR2 product tankers for $52.3M each while also lining up two scrubber-fitted LR2 newbuildings at Dalian for $70.8M per vessel, with delivery set for Q3 2027. Scorpio ( STNG ) currently operates a fleet of 91 product tankers; beyond the four LR2s at Dalian, its orderbook includes four MR tankers due for delivery in 2026 and 2027, as well as two VLCCs slated for H2 2028. The company revealed the move alongside Q4 adjusted earnings that beat analyst estimates and a 7% increase in quarterly dividends to $0.45/share. More on Scorpio Tankers Scorpio Tankers Q4 2025 Earnings Call Presentation Scorpio Tankers Poised For Repricing Amid Venezuelan Oil Shift Scorpio Tankers: Entering A Mature Phase With Stable Dividends Ahead