The post Elf Labs Secures 500+ IP Assets, Reserves Nasdaq Ticker $ELFS After 1,600% Growth by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . The most valuable companies in entertainment ...
The post Elf Labs Secures 500+ IP Assets, Reserves Nasdaq Ticker $ELFS After 1,600% Growth by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . The most valuable companies in entertainment are rarely built on technology alone. They’re built on ownership of globally recognized character IP. That principle has defined the rise of companies like Disney and Marvel—where control of characters, not just content production, enabled decades of recurring revenue across media, consumer products, and licensing. It’s also the strategy behind Elf Labs , a privately held IP company that has spent more than a decade securing rights to some of the most recognizable characters in history. After recently reserving its Nasdaq ticker ($ELFS) and reporting valuation growth exceeding 1,600% in under two years , Elf Labs is beginning to draw increased attention from investors tracking pre-IPO investment opportunities usually reserved for elite venture capital firms. A Decade Spent Securing Character IP Rather than starting with content and building brands later, Elf Labs focused first on legal ownership. Over a ten-year effort, the company secured 500+ protected trademarks and copyrights tied to globally recognized characters, including Cinderella, Snow White, Rapunzel, Sleeping Beauty, Peter Pan, and others. This foundation gives Elf Labs the ability to license, adapt, and commercialize its characters across global markets—without relying on third-party rights holders. That strategy has already produced results. Elf Labs has generated more than $15 million in royalties to date and expanded its licensing footprint into 30+ countries , with over 100 product lines currently in development across consumer goods, media, and interactive formats. While major studios spend billions consol...
Ezra Acayan/Getty Images News For most of the past two years, Nvidia Corporation ( NVDA ) has been analyzed primarily through the lens of demand—how big the AI opportunity is and how quickly hyperscalers are willing to commit to spending. However, the most relevant shift today is happening on the supply and deployment side of the equation. The current phase of the AI cycle has been much more defin...
Ezra Acayan/Getty Images News For most of the past two years, Nvidia Corporation ( NVDA ) has been analyzed primarily through the lens of demand—how big the AI opportunity is and how quickly hyperscalers are willing to commit to spending. However, the most relevant shift today is happening on the supply and deployment side of the equation. The current phase of the AI cycle has been much more defined by the physical limits of infrastructure and no longer by speculative enthusiasm. In a previous work , I approached Nvidia's thesis more from a valuation-sensitive point of view, separating its core business from the optional upside linked to its platform and concluding that there was at the time a meaningful premium in the long-term expectations for mid-2025—which were more modest than they are today. What has changed today is that earnings and revenue estimates have moved materially higher while the stock has largely traded sideways. This has caused a multiple compression despite improving fundamentals on NVDA shares. Data by YCharts Now, with Q4 and FY2026 results approaching on February 25th, I believe the discussion takes on a tone of whether Nvidia deserves a premium if the market is underestimating how persistent demand remains in a supply-constrained environment. In this context, my stance is shifting from cautious to constructive, and at current levels, I view the risk-reward as skewed to the upside, particularly if execution and guidance confirm that the cycle remains structurally intact. What’s Actually Different About This AI Cycle I’ll start by inviting readers to look at Nvidia’s thesis through a less commonly discussed lens. The goal here is simple: to understand what is actually different about this AI cycle. Although the answer is wide-ranging and can go through many ramifications, I would argue that today it is no longer “strong demand” that has driven the current AI cycle, but rather a change in the economic regime of the technology sector. In the case...
Ezra Acayan/Getty Images News For most of the past two years, Nvidia Corporation ( NVDA ) has been analyzed primarily through the lens of demand—how big the AI opportunity is and how quickly hyperscalers are willing to commit to spending. However, the most relevant shift today is happening on the supply and deployment side of the equation. The current phase of the AI cycle has been much more defin...
Ezra Acayan/Getty Images News For most of the past two years, Nvidia Corporation ( NVDA ) has been analyzed primarily through the lens of demand—how big the AI opportunity is and how quickly hyperscalers are willing to commit to spending. However, the most relevant shift today is happening on the supply and deployment side of the equation. The current phase of the AI cycle has been much more defined by the physical limits of infrastructure and no longer by speculative enthusiasm. In a previous work , I approached Nvidia's thesis more from a valuation-sensitive point of view, separating its core business from the optional upside linked to its platform and concluding that there was at the time a meaningful premium in the long-term expectations for mid-2025—which were more modest than they are today. What has changed today is that earnings and revenue estimates have moved materially higher while the stock has largely traded sideways. This has caused a multiple compression despite improving fundamentals on NVDA shares. Data by YCharts Now, with Q4 and FY2026 results approaching on February 25th, I believe the discussion takes on a tone of whether Nvidia deserves a premium if the market is underestimating how persistent demand remains in a supply-constrained environment. In this context, my stance is shifting from cautious to constructive, and at current levels, I view the risk-reward as skewed to the upside, particularly if execution and guidance confirm that the cycle remains structurally intact. What’s Actually Different About This AI Cycle I’ll start by inviting readers to look at Nvidia’s thesis through a less commonly discussed lens. The goal here is simple: to understand what is actually different about this AI cycle. Although the answer is wide-ranging and can go through many ramifications, I would argue that today it is no longer “strong demand” that has driven the current AI cycle, but rather a change in the economic regime of the technology sector. In the case...
Knight-Swift Transportation Holdings Inc. ( KNX ) declares $0.20/share quarterly dividend , 11.1% increase from prior dividend of $0.18. Forward yield 1.33% Payable March 23; for shareholders of record March 6; ex-div March 6. See KNX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Knight-Swift Transportation Holdings Inc. Knight-Swift Transportation Trades At A Premium Of Already Opti...
Knight-Swift Transportation Holdings Inc. ( KNX ) declares $0.20/share quarterly dividend , 11.1% increase from prior dividend of $0.18. Forward yield 1.33% Payable March 23; for shareholders of record March 6; ex-div March 6. See KNX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Knight-Swift Transportation Holdings Inc. Knight-Swift Transportation Trades At A Premium Of Already Optimistic Assumptions Knight-Swift Transportation Holdings: Rating Upgrade As Cycle Is Turning Knight-Swift Transportation Holdings Inc. (KNX) Q4 2025 Earnings Call Transcript Knight-Swift outlines Q1 2026 adjusted EPS guidance of $0.28–$0.32 amid cost initiatives and market tightening Knight-Swift misses Q4 results but sees capacity returning to normal
Seoul's assessment comes as North Korea is preparing to hold its biggest political conference later this month, where Kim is expected to outline his major policy goals for the next five years. (Image credit: 朝鮮通信社/AP)
Seoul's assessment comes as North Korea is preparing to hold its biggest political conference later this month, where Kim is expected to outline his major policy goals for the next five years. (Image credit: 朝鮮通信社/AP)
At Holdings Channel, we have reviewed the latest batch of the 26 most recent 13F filings for the 12/31/2025 reporting period, and noticed that The Cigna Group (Symbol: CI) was held by 8 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
At Holdings Channel, we have reviewed the latest batch of the 26 most recent 13F filings for the 12/31/2025 reporting period, and noticed that The Cigna Group (Symbol: CI) was held by 8 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
At Holdings Channel, we have reviewed the latest batch of the 88 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Oracle Corp (Symbol: ORCL) was held by 44 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good ide
At Holdings Channel, we have reviewed the latest batch of the 88 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Oracle Corp (Symbol: ORCL) was held by 44 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good ide
CME Explores First-Ever Rare Earth Futures Contracts CME Group is drawing up plans for what could become the first-ever futures contract tied to rare earths, according to three people familiar with the matter, offering governments, companies and lenders a potential tool to manage exposure to a market long dominated by China, according to Reuters . The proposed contract would track neodymium and pr...
CME Explores First-Ever Rare Earth Futures Contracts CME Group is drawing up plans for what could become the first-ever futures contract tied to rare earths, according to three people familiar with the matter, offering governments, companies and lenders a potential tool to manage exposure to a market long dominated by China, according to Reuters . The proposed contract would track neodymium and praseodymium (NdPr), typically traded together and used to produce permanent magnets found in electric vehicle motors, wind turbines, drones and fighter jets. While discussions are ongoing, no final decision has been made. Liquidity remains a concern, as rare earth trading volumes are small compared with most established metals markets. Rival exchange operator Intercontinental Exchange has also examined launching rare earth derivatives, though two sources said its efforts are at an earlier stage. CME declined to comment, and ICE did not respond to requests for comment. Reuters writes that volatile pricing has been a major obstacle for Western rare earth projects seeking funding. Banks have been wary of backing new mines and processing facilities because producers lack reliable ways to hedge against sharp price swings. According to Shanghai Metals Market data, NdPr prices in China have surged roughly 40% this year to their highest levels since mid-2022, after sliding by half in the 15 months through May 2023. Currently, benchmark prices are set in China and reflected in assessments by agencies including Fastmarkets and Benchmark Mineral Intelligence. China controls about 90% of processed rare earth supply, complicating Western efforts to diversify sourcing. Rare earths — a group of 17 elements essential to electronics, defence systems and the energy transition — have become a strategic priority. The U.S. recently introduced a $12 billion strategic stockpile and formed a preferential trade bloc with allies focused on critical minerals. Last July, Washington agreed to a multibil...
Amazon's rolling out a new "Send to Alexa Plus" feature to the latest Kindle Scribe and Kindle Scribe Colorsoft owners starting February 12. The feature lets you send your notes or documents to Amazon's AI-powered Alexa Plus assistant, which can then summarize them, turn them into to-do lists, calendar events, or reminders, as well as help brainstorm, and offer project guidance. I spent about a da...
Amazon's rolling out a new "Send to Alexa Plus" feature to the latest Kindle Scribe and Kindle Scribe Colorsoft owners starting February 12. The feature lets you send your notes or documents to Amazon's AI-powered Alexa Plus assistant, which can then summarize them, turn them into to-do lists, calendar events, or reminders, as well as help brainstorm, and offer project guidance. I spent about a day or so testing it primarily to help with caregiving tasks, and it was mostly helpful despite some limitations. It works best when asked to digest information into something actionable. It accurately summarized my handwritten notes and PDF document … Read the full story at The Verge.
At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Ishares 0-3 Month Treasury Bond Etf (Symbol: SGOV) was held by 6 of these funds. When hedge fund managers appear to be thinking alike, w
At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Ishares 0-3 Month Treasury Bond Etf (Symbol: SGOV) was held by 6 of these funds. When hedge fund managers appear to be thinking alike, w
At Holdings Channel, we have reviewed the latest batch of the 44 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Procter & Gamble Company (Symbol: PG) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we find i
At Holdings Channel, we have reviewed the latest batch of the 44 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Procter & Gamble Company (Symbol: PG) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we find i
The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter. In 2026, it’s been mostly looking lower for many of the top quantum plays, including some of the more speculative plays. That said, the technology is still worth keeping tabs on, even as the quantum pure-play stocks continue ... My Top Quantum Pick: The Only Stock I’d Buy
The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter. In 2026, it’s been mostly looking lower for many of the top quantum plays, including some of the more speculative plays. That said, the technology is still worth keeping tabs on, even as the quantum pure-play stocks continue ... My Top Quantum Pick: The Only Stock I’d Buy
Dutch telecommunications group Odido said it was hit with a cyberattack that compromised customer data, though services have remained operational. The mobile network, owned by buyout firms Apax Partners and Warburg Pincus , said Thursday in a statement that it contained the incident as quickly as possible, and that it reported the compromise to the Authority for Personal Data. Passwords, call reco...
Dutch telecommunications group Odido said it was hit with a cyberattack that compromised customer data, though services have remained operational. The mobile network, owned by buyout firms Apax Partners and Warburg Pincus , said Thursday in a statement that it contained the incident as quickly as possible, and that it reported the compromise to the Authority for Personal Data. Passwords, call records and invoice data weren’t among the stolen information, according to the announcement. Odido will alert affected customers within 48 hours, “due to the volume” of people impacted, according to the statement. Odido didn’t specify how many of its customers’ information was involved in the breach. The telecommunications group recently postponed plans for an initial public offering in Amsterdam after a muted response from investors and corners over market volatility, Reuters reported. It serves roughly 8 million customers , according to Apax Partners. Mobile data represents a valuable target for cybercrime groups and nation-state spies because of the deeply personal information stored within telecommunications firms. Text message and call metadata, location information and customer billing data each contain details that would help attackers learn more about an individual’s life or finances. The European Commission on Feb. 5 said that a cyberattack may have accessed its central mobile infrastructure. That breach may have resulted in hackers’ gaining access to some staff names and mobile numbers, according to the statement. “As Europe faces daily cyber and hybrid attacks on essential services and democratic institutions, the Commission is committed to further strengthen the EU’s cybersecurity resilience and capabilities,” the European Commission said in a statement on Feb. 5. There has been no public indication that the Odido and Europen Commission incidents were connected.
At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Kimberly-Clark Corp. (Symbol: KMB) was held by 7 of these funds. When hedge fund managers appear to be thinking alike, we find it is a g
At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Kimberly-Clark Corp. (Symbol: KMB) was held by 7 of these funds. When hedge fund managers appear to be thinking alike, we find it is a g
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added mar...
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added market share during the quarter without seeing a decline in operating income. Nebius ( NBIS ) rose about 1.6% in early action after releasing its fourth-quarter results. The Dutch AI infrastructure provider saw revenue for the quarter ended Dec. 31 surge 547% year-over-year to $227.7 million. However, the numbers came in below the consensus estimate of $242.79 million. Palantir ( PLTR ) edged up 0.5% in premarket trading as the tech giant said it had received a notable authorization from the U.S. government. Separately, investor Michael Burry issued a cautious report on Palantir on his investment website after indicating earlier this month that he was “working on something” related to the company. Microsoft ( MSFT ) gained 0.4% before the opening bell after AI head Mustafa Suleyman said the company is pursuing “true self-sufficiency” in AI by developing its own powerful models and reducing its dependence on OpenAI, The Financial Times reported. The strategic shift comes following restructuring of its relationship with OpenAI in October 2025. More Related Stories If Software Is Dead, Microsoft Wins Microsoft Is A Buy Amid Software Meltdown (Rating Upgrade) Microsoft's Post-Earnings Share Sell-Off Creates Opportunity For Long-Term Investors Nebius rises after Q4 revenue surges; plans new data center in France Palantir in focus as company receives DISA authorization; Michael Burry weighs in
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added mar...
Alistair Berg Stock index futures rose on Thursday, a day after the Dow Jones broke out of three days of gains and ended lower. Here are the four stocks to watch on the day: McDonald’s Corporation ( MCD ) shares climbed 0.7% in premarket trading after recording its best quarter of the year. Global comparable sales rose 5.7% in Q4 and were up 6.8% in the U.S. Notably, the restaurant chain added market share during the quarter without seeing a decline in operating income. Nebius ( NBIS ) rose about 1.6% in early action after releasing its fourth-quarter results. The Dutch AI infrastructure provider saw revenue for the quarter ended Dec. 31 surge 547% year-over-year to $227.7 million. However, the numbers came in below the consensus estimate of $242.79 million. Palantir ( PLTR ) edged up 0.5% in premarket trading as the tech giant said it had received a notable authorization from the U.S. government. Separately, investor Michael Burry issued a cautious report on Palantir on his investment website after indicating earlier this month that he was “working on something” related to the company. Microsoft ( MSFT ) gained 0.4% before the opening bell after AI head Mustafa Suleyman said the company is pursuing “true self-sufficiency” in AI by developing its own powerful models and reducing its dependence on OpenAI, The Financial Times reported. The strategic shift comes following restructuring of its relationship with OpenAI in October 2025. More Related Stories If Software Is Dead, Microsoft Wins Microsoft Is A Buy Amid Software Meltdown (Rating Upgrade) Microsoft's Post-Earnings Share Sell-Off Creates Opportunity For Long-Term Investors Nebius rises after Q4 revenue surges; plans new data center in France Palantir in focus as company receives DISA authorization; Michael Burry weighs in
A limited-time collection of Ryan Gillett’s illustrations from the Saturday magazine series is now available to buy here , only until 23 February The Guardian Print Shop presents a curated selection of works from This is how we do it – the infamous Saturday column where couples share the naked truth about their sex lives. The Brighton-based illustrator Ryan Gillett creates hand-drawn, textured ill...
A limited-time collection of Ryan Gillett’s illustrations from the Saturday magazine series is now available to buy here , only until 23 February The Guardian Print Shop presents a curated selection of works from This is how we do it – the infamous Saturday column where couples share the naked truth about their sex lives. The Brighton-based illustrator Ryan Gillett creates hand-drawn, textured illustrations full of warmth and charm for each column. His signature characters reveal human foibles with humour and depth, while his imaginative approach brings playful, unexpected twists that highlight the delight and complexity of human nature. Buy your print here Continue reading...
At Holdings Channel, we have reviewed the latest batch of the 40 most recent 13F filings for the 12/31/2025 reporting period, and noticed that McKesson Corp (Symbol: MCK) was held by 20 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
At Holdings Channel, we have reviewed the latest batch of the 40 most recent 13F filings for the 12/31/2025 reporting period, and noticed that McKesson Corp (Symbol: MCK) was held by 20 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
da-kuk/E+ via Getty Images Napco Security Technologies, Inc. ( NASDAQ : NSSC ) has been executing pretty well for a while now. Its recurring revenue is compounding nicely, equipment margins are creeping up again, and its operating model is throwing off real cash. These are the things I like to see in a business. However, my main interest when I covered the company back in November was whether its ...
da-kuk/E+ via Getty Images Napco Security Technologies, Inc. ( NASDAQ : NSSC ) has been executing pretty well for a while now. Its recurring revenue is compounding nicely, equipment margins are creeping up again, and its operating model is throwing off real cash. These are the things I like to see in a business. However, my main interest when I covered the company back in November was whether its performance could stay consistent and push high enough to justify the premium at the time. After all, strong fundamentals don’t automatically make a stock attractive if the valuation is already too far ahead of reality. The market seems to think so, as the stock is up ~10% since that article. Well, Q2’s results are out, and I will be reviewing them to see whether the business’s pace and durability around execution support the bullishness or not. Anything other than a quarter that materially raised its earnings base or provided a new layer of operating leverage won’t cut it, I’m afraid. Q2 FY26: Execution Stays Strong A quick look at the table below shows that this was another clean quarter, especially from an operating standpoint. Metric Q2 FY26 YoY Revenue $48.2M +12.2% Recurring service revenue (RSR) $23.8M +12.5% Equipment revenue $24.3M +12.0% Total gross margin 58.6% +160 bps RSR gross margin 90.2% Slightly lower Equipment gross margin 27.6% +400 bps Operating income $14.8M +32% Net income / EPS $13.5M / $0.38 +29% Adjusted EBITDA margin ~32% Up materially Cash & marketable securities $115M No debt Click to enlarge Let me highlight the main things that really stand out. First, we can see that both of Napco’s main segments are contributing to the topline (double-digit growth in each of them). I like that because it means that hardware isn’t dragging the business anymore, and door locking seems to be doing most of the heavy lifting on the equipment side. The margins also improved significantly, especially in the segments I was watching after Q1. Equipment’s gross margin ...
designer491/iStock via Getty Images Warren Buffett once said , If you don't find a way to make money while you sleep, you will work until you die. One way to do that is by living beneath your means, saving money, and investing those savings into dividend stocks. Of course, that begs the question, which dividend stocks, and how would you build such a portfolio? Well, if you have a huge nest egg con...
designer491/iStock via Getty Images Warren Buffett once said , If you don't find a way to make money while you sleep, you will work until you die. One way to do that is by living beneath your means, saving money, and investing those savings into dividend stocks. Of course, that begs the question, which dividend stocks, and how would you build such a portfolio? Well, if you have a huge nest egg consisting of millions of dollars, the equation becomes quite simple, as you could easily just buy a low-cost index fund and live off of a very conservative percentage rule with annual withdrawals of 1%, 2%, 3% per year, which would be funded in part by the dividends that the S&P 500 ( SPY )( VOO ) throws off and the rest from small withdrawals that should be sustainable for the long term. You could even be more conservative and employ an all-weather type portfolio, like Ray Dalio has suggested , to further reduce your sequence of returns risk. However, for investors with a nest egg that is still substantial, but a little bit more modest, say around $1 million, how would you invest? The math in such a scenario becomes more important in terms of how you generate your passive income. With that in mind, in this article, I'm going to detail how I would invest a $1 million portfolio for retirement. Initial Assumptions Before I get into the details, I first want to outline a few assumptions. First of all, many will be retiring on Social Security and potentially have some annuities, a pension, or other sources of income in retirement. Additionally, whether or not you have a mortgage or have to rent your home versus owning it free and clear also matters a lot. Then, of course, there's the question of where you live/cost of living, which can be dictated by both the value of your home, which in turn impacts your property taxes, your home insurance, and home maintenance and utilities costs, as well as which geographic region you live in, as well as your expected quality of life in retire...