MicroStockHub/E+ via Getty Images BlockFills' decision Wednesday to temporarily freeze client deposits and withdrawals is reviving memories of the 2022 bear market, when fellow lenders including Celsius Network and Voyager Digital exposed cracks in the sector's credit system. The Chicago-based institutional crypto trading and lending firm said that heightened crypto-market volatility led to the wi...
MicroStockHub/E+ via Getty Images BlockFills' decision Wednesday to temporarily freeze client deposits and withdrawals is reviving memories of the 2022 bear market, when fellow lenders including Celsius Network and Voyager Digital exposed cracks in the sector's credit system. The Chicago-based institutional crypto trading and lending firm said that heightened crypto-market volatility led to the withdrawal halt, with bitcoin ( BTC-USD ) down roughly 45% from its all-time highs in October as markets broadly turned more risk averse. Meanwhile, BlockFills is working on restoring liquidity to its platform. During the 2022 downturn, similar withdrawal freezes at centralized lenders earlier in the year signaled a deepening crypto credit crunch that ultimately culminated in the collapse of Sam Bankman-Fried's crypto empire late in the year. At the time, BlockFills raised a multimillion-dollar equity round from Susquehanna Private Equity Investments and other investors. BlockFills transacted more than $61.1B in volume last year, up 24% from a year earlier, including ~$17.9B in spot trading and ~$40.8B in derivatives trading. Bitcoin Backed ETFs: ( IBIT ), ( ARKB ), ( GBTC ), ( BRRR ), ( BTCO ), ( HODL ), ( BTCW ), ( FBTC ), ( BITB ), and ( EZBC ). More on Bitcoin USD, Ethereum USD Bitcoin: Shrinking Forced Liquidations Point To Price Recovery Bitcoin: Fundamental And Quantitative Analysis, Long-Term Potential Is Present Ethereum Under Pressure As It Falls Below $2,000 Crypto prices retreat after strong jobs report sends stocks on wild ride Canary Capital sees Bitcoin sliding to $50,000–$60,000 in 2026 bear phase before fall rebound - CNBC interview
MercadoLibre operates a leading e-commerce and digital payments platform across Latin America, serving millions of consumers and businesses. On February 9, 2026, Main Street Research LLC disclosed in an SEC filing that it sold out its entire position in MercadoLibre (MELI 0.35%). What happened Main Street Research LLC reported in a recent SEC filing dated February 9, 2026, that it sold all 15,833 ...
MercadoLibre operates a leading e-commerce and digital payments platform across Latin America, serving millions of consumers and businesses. On February 9, 2026, Main Street Research LLC disclosed in an SEC filing that it sold out its entire position in MercadoLibre (MELI 0.35%). What happened Main Street Research LLC reported in a recent SEC filing dated February 9, 2026, that it sold all 15,833 shares of MercadoLibre (MELI 0.35%) during the fourth quarter. The estimated transaction value was $37.00 million, based on the average share price over the quarter. The quarter-end value of the position fell by $37.00 million, reflecting the full liquidation and any price movement during the period. What else to know Top holdings after the filing: NASDAQ:NVDA: approximately $111.12 million (approximately 6.4% of AUM) NASDAQ:GOOGL: approximately $99.44 million (approximately 5.7% of AUM) NASDAQ:MSFT: approximately $81.35 million (approximately 4.7% of AUM) NYSEMKT:ISCF: approximately $79.14 million (approximately 4.5% of AUM) NASDAQ:AAPL: approximately $79.09 million (approximately 4.5% of AUM) As of February 8, 2026, shares of MercadoLibre were priced at $1,970.15, down approximately 1.3% over the past year, underperforming the S&P 500 by 15.3 percentage points Company overview Metric Value Revenue (TTM) $26.19 billion Net income (TTM) $2.08 billion Price (as of market close February 6, 2026) $1,970.15 One-year price change (1.3%) Company snapshot Offers e-commerce marketplaces, digital payments (Mercado Pago), credit solutions, logistics (Mercado Envios), and advertising services across Latin America. Generates revenue primarily through transaction fees, payment processing, credit interest, logistics services, and advertising placements on its platforms. Serves consumers, merchants, and businesses seeking online retail, payment, and financial technology solutions in Latin American markets. MercadoLibre is a leading Latin American e-commerce and fintech platform, operating...
Key Points Main Street Research LLC sold 15,833 shares of MercadoLibre; estimated trade size was $37.00 million based on quarterly average pricing. Quarter-end position value decreased by $37.00 million, reflecting the sale of the entire MercadoLibre position. Transaction represented approximately 2.12% of Main Street Research's 13F reportable assets under management. The position previously accou...
Key Points Main Street Research LLC sold 15,833 shares of MercadoLibre; estimated trade size was $37.00 million based on quarterly average pricing. Quarter-end position value decreased by $37.00 million, reflecting the sale of the entire MercadoLibre position. Transaction represented approximately 2.12% of Main Street Research's 13F reportable assets under management. The position previously accounted for 2.0% of the fund's AUM in the prior quarter, marking a full exit from a significant holding. 10 stocks we like better than MercadoLibre › On February 9, 2026, Main Street Research LLC disclosed in an SEC filing that it sold out its entire position in MercadoLibre (NASDAQ:MELI). What happened Main Street Research LLC reported in a recent SEC filing dated February 9, 2026, that it sold all 15,833 shares of MercadoLibre (NASDAQ:MELI) during the fourth quarter. The estimated transaction value was $37.00 million, based on the average share price over the quarter. The quarter-end value of the position fell by $37.00 million, reflecting the full liquidation and any price movement during the period. What else to know Top holdings after the filing: NASDAQ:NVDA: approximately $111.12 million (approximately 6.4% of AUM) NASDAQ:GOOGL: approximately $99.44 million (approximately 5.7% of AUM) NASDAQ:MSFT: approximately $81.35 million (approximately 4.7% of AUM) NYSEMKT:ISCF: approximately $79.14 million (approximately 4.5% of AUM) NASDAQ:AAPL: approximately $79.09 million (approximately 4.5% of AUM) As of February 8, 2026, shares of MercadoLibre were priced at $1,970.15, down approximately 1.3% over the past year, underperforming the S&P 500 by 15.3 percentage points Company overview Metric Value Revenue (TTM) $26.19 billion Net income (TTM) $2.08 billion Price (as of market close February 6, 2026) $1,970.15 One-year price change (1.3%) Company snapshot Offers e-commerce marketplaces, digital payments (Mercado Pago), credit solutions, logistics (Mercado Envios), and advertising ...
The S&P 500 Index ($SPX) (SPY) closed unchanged on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.29%. March E-mini S&P futures (ESH26) rose +0.01%, and March E-mini Nasdaq futures (NQH26) rose +0.26%. Stock indexes settled mixed on Wednesday, with the S&P 500 posting a 2-week high and the Nasdaq 100 posting a 1-wee...
The S&P 500 Index ($SPX) (SPY) closed unchanged on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.29%. March E-mini S&P futures (ESH26) rose +0.01%, and March E-mini Nasdaq futures (NQH26) rose +0.26%. Stock indexes settled mixed on Wednesday, with the S&P 500 posting a 2-week high and the Nasdaq 100 posting a 1-week high. Wednesday’s stronger-than-expected US Jan payrolls report pushed bond yields higher and dampened expectations for additional Fed interest rate cuts, weighing on stocks. The 10-year T-note yield rose +3 bp to 4.17%, and the chance of a Fed rate cut at next month’s FOMC meeting fell to 6% from 23% before Wednesday’s payroll report. Stocks were supported by Wednesday’s better-than-expected monthly US jobs report that showed January nonfarm payrolls increased more than expected by the most in 13 months, and the unemployment rate unexpectedly declined, signaling a stable labor market. Wednesday’s decline in software companies limited gains in the broader market and kept the Dow Jones Industrials in negative territory. Also, real estate service stocks sank on Wednesday amid concerns that the newest crop of artificial intelligence applications and tools could disrupt the industry. US MBA mortgage applications fell -0.3% in the week ended February 6, with the purchase mortgage sub-index down -2.4% and the refinancing mortgage sub-index up +1.2%. The average 30-year fixed mortgage rate was unchanged from the prior week at 6.21%. US Jan nonfarm payrolls rose +130,000, stronger than expectations of +65,000 and the most in 13 months. The Jan unemployment rate unexpectedly fell -0.1 to 4.3%, showing a stronger labor market than expectations of no change at 4.4%. US Jan average hourly earnings rose +3.7% y/y, right on expectations. The annual benchmark revision to 2025 US payrolls subtracted -862,000 jobs, a larger revision than the -825,000 expected. Comments today from Kansas C...
Palo Alto's stock price fell by over 15% in the last 12 months. Since launching its stock in 2012, Palo Alto Networks (PANW 0.11%) has dramatically overperformed the market. Its suite of cybersecurity products helped companies protect networks and devices as innovations such as cloud computing and smartphones dramatically transformed the cybersecurity needs of IT networks. Unfortunately, cybersecu...
Palo Alto's stock price fell by over 15% in the last 12 months. Since launching its stock in 2012, Palo Alto Networks (PANW 0.11%) has dramatically overperformed the market. Its suite of cybersecurity products helped companies protect networks and devices as innovations such as cloud computing and smartphones dramatically transformed the cybersecurity needs of IT networks. Unfortunately, cybersecurity has also become a highly competitive industry, and with questions surrounding its growth and recent acquisitions, its stock has struggled over the last year, falling by around 15%. Now the question for investors is whether the stock can get back on track over the next 12 months, or if investors should refrain from adding more shares. The state of Palo Alto and its stock First, investors should understand that most analysts do not regard Palo Alto stock as a sell. Customers continue to turn to its integrated security platforms, and its offerings are adept at turning surging cyber threats into recurring revenue. To that end, Palo Alto grew its revenue by 16% in the first quarter of fiscal 2026 (ended Oct. 31) and 15% in fiscal 2025. This is ahead of Grand View Research's estimated compound annual growth rate (CAGR) of 12% through 2033 for the cybersecurity industry. Still, while Palo Alto's growth is ahead of the industry average, it has steadily decelerated from 2023 levels, when revenue grew by 25%. Analysts also expect the gradual slowing of growth to continue, with revenue increases forecast at 14% for fiscal 2026 and 13% in the following fiscal year. Expand NASDAQ : PANW Palo Alto Networks Today's Change ( -0.11 %) $ -0.18 Current Price $ 165.33 Key Data Points Market Cap $115B Day's Range $ 163.58 - $ 168.19 52wk Range $ 144.15 - $ 223.61 Volume 828K Avg Vol 7.1M Gross Margin 73.47 % Additionally, it has made some massive acquisitions recently, particularly its $25 billion purchase of CyberArk Software, expected to close in the second half of fiscal 2026. Some anal...
Key Points Palo Alto's growth is slowing but remains ahead of industry averages. Recent acquisitions and the company's valuation may discourage prospective investors. 10 stocks we like better than Palo Alto Networks › Since launching its stock in 2012, Palo Alto Networks (NASDAQ: PANW) has dramatically overperformed the market. Its suite of cybersecurity products helped companies protect networks ...
Key Points Palo Alto's growth is slowing but remains ahead of industry averages. Recent acquisitions and the company's valuation may discourage prospective investors. 10 stocks we like better than Palo Alto Networks › Since launching its stock in 2012, Palo Alto Networks (NASDAQ: PANW) has dramatically overperformed the market. Its suite of cybersecurity products helped companies protect networks and devices as innovations such as cloud computing and smartphones dramatically transformed the cybersecurity needs of IT networks. Unfortunately, cybersecurity has also become a highly competitive industry, and with questions surrounding its growth and recent acquisitions, its stock has struggled over the last year, falling by around 15%. Now the question for investors is whether the stock can get back on track over the next 12 months, or if investors should refrain from adding more shares. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » The state of Palo Alto and its stock First, investors should understand that most analysts do not regard Palo Alto stock as a sell. Customers continue to turn to its integrated security platforms, and its offerings are adept at turning surging cyber threats into recurring revenue. To that end, Palo Alto grew its revenue by 16% in the first quarter of fiscal 2026 (ended Oct. 31) and 15% in fiscal 2025. This is ahead of Grand View Research's estimated compound annual growth rate (CAGR) of 12% through 2033 for the cybersecurity industry. Still, while Palo Alto's growth is ahead of the industry average, it has steadily decelerated from 2023 levels, when revenue grew by 25%. Analysts also expect the gradual slowing of growth to continue, with revenue increases forecast at 14% for fiscal 2026 and 13% in the following fiscal year. Additionally, it has made some massive acquisitions recently, particularly its $25 billion purcha...
Good morning . Trump mulls quitting the US-Mexico-Canada trade agreement. Private equity software specialists try to allay AI disruption fears. And China brings back its home-grown hacking competition. Listen to the day’s top stories . S&P 500 6,941.45 -0.01% Bitcoin 67,580.95 -1.53% Donald Trump is privately musing about exiting the North American trade pact he negotiated, people familiar said, i...
Good morning . Trump mulls quitting the US-Mexico-Canada trade agreement. Private equity software specialists try to allay AI disruption fears. And China brings back its home-grown hacking competition. Listen to the day’s top stories . S&P 500 6,941.45 -0.01% Bitcoin 67,580.95 -1.53% Donald Trump is privately musing about exiting the North American trade pact he negotiated, people familiar said, injecting further uncertainty into renegotiations over the deal’s future involving the US, Mexico and Canada. Trade relations with Indonesia showed more promise, with President Prabowo Subianto set to head to Washington next week to sign a deal and attend the US president’s Board of Peace meeting. Bitcoin’s correlation with stocks continued to diverge , with the cryptocurrency extending its slide even as US stocks barely budged after a stronger-than-expected January jobs report, suggesting investor confidence has yet to recover. That sentiment is particularly potent in South Korea—typically a digital asset stronghold—where many retail traders are bailing on crypto. Still, billionaire Val Vavilov sees the latest rout as a chance to buy again . Drug Cartels Are Shifting Their Money Laundering to Crypto. Cops Can’t Keep Up Read the Story The payrolls report, which included annual revisions, sent Treasuries lower, with the data reinforcing Federal Reserve officials’ inclination to keep interest rates on hold for now. Many traders are pushing back their timeline for the next rate cut to July from June. AstraZeneca’s former China head Leon Wang has been formally charged with medical insurance fraud, unlawful collection of personal information and illegal trading. His arrest in late 2024 initially appeared to pose a threat to the drugmaker’s ambitions in China, but under Chief Executive Officer Pascal Soriot, the company has repaired its relationship with Chinese authorities and ramped up investment . Hey, Siri? Apple’s long-planned upgrade to its virtual assistant is said to have ...
(RTTNews) - HubSpot Inc. (HUBS) revealed a profit for its fourth quarter that Increases, from the same period last year The company's earnings totaled $54.42 million, or $1.04 per share. This compares with $4.93 million, or $0.09 per share, last year. Excluding items, HubSpot Inc. reported adjusted earnings of $162.52 million or $3.09 per share for the period. The company's revenue for the period ...
(RTTNews) - HubSpot Inc. (HUBS) revealed a profit for its fourth quarter that Increases, from the same period last year The company's earnings totaled $54.42 million, or $1.04 per share. This compares with $4.93 million, or $0.09 per share, last year. Excluding items, HubSpot Inc. reported adjusted earnings of $162.52 million or $3.09 per share for the period. The company's revenue for the period rose 20.4% to $846.74 million from $703.17 million last year. HubSpot Inc. earnings at a glance (GAAP) : -Earnings: $54.42 Mln. vs. $4.93 Mln. last year. -EPS: $1.04 vs. $0.09 last year. -Revenue: $846.74 Mln vs. $703.17 Mln last year. -Guidance: Next quarter EPS guidance: $ 2.46 To $ 2.48 Next quarter revenue guidance: $ 862.0 M To $ 863.0 M Full Year 2026 Guidance : Total revenue = $3.69 billion to $3.70 billion. Non-GAAP net income per common share = $12.38 to $12.46 The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
March NY world sugar #11 (SBH26) on Wednesday closed down -0.28 (-1.98%), and March London ICE white sugar #5 (SWH26) closed down -10.90 (-2.74%). Sugar prices extended their 3-month-long selloff on Wednesday, tumbling to 5.25-year nearest-futures lows. Concerns that a global sugar surplus will persist are hammering prices. Last Wednesday, analysts from sugar trader Czarnikow said they expect a gl...
March NY world sugar #11 (SBH26) on Wednesday closed down -0.28 (-1.98%), and March London ICE white sugar #5 (SWH26) closed down -10.90 (-2.74%). Sugar prices extended their 3-month-long selloff on Wednesday, tumbling to 5.25-year nearest-futures lows. Concerns that a global sugar surplus will persist are hammering prices. Last Wednesday, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Also, Green Pool Commodity Specialists said on January 29 that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Also, StoneX said last Friday it expects a global sugar surplus of 2.9 MMT in 2025/26. Don’t Miss a Day: Last Friday, Unica reported that Brazil's cumulative 2025-26 Center-South sugar output through mid-January rose by +0.9% y/y to 40.236 MMT. Also, the ratio of cane crushed for sugar rose to 50.78% in 2025/36 from 48.15% in 2024/25. The India Sugar Mill Association (ISMA) reported January 19 that India's 2025-26 sugar output from Oct 1-Jan 15 is up +22% y/y to 15.9 MMT. The ISMA on November 11 raised its 2025/26 India sugar production estimate to 31 MMT from an earlier forecast of 30 MMT, up +18.8% y/y. The ISMA also cut its estimate for sugar used for ethanol production in India to 3.4 MMT from a July forecast of 5 MMT, which may allow India to boost its sugar exports. India is the world's second-largest sugar producer. Sugar prices have been weighed down amid prospects of higher sugar exports from India, after India's food secretary said the government may permit additional sugar exports to reduce a domestic supply glut. In November, India's food ministry said it would allow mills to export 1.5 MMT of sugar in the 2025/26 season. India introduced a quota system for sugar exports in 2022/23 after late rain reduced production and limited domestic supplies. Covrig Analytics on December 12 raised its 2025/26 global sugar sur...
March ICE NY cocoa (CCH26) on Wednesday closed down -43 (-1.13%), and March ICE London cocoa #7 (CAH26) closed down -14 (-0.51%). Cocoa prices extended their six-week-long plunge on Wednesday, with NY cocoa posting a 2.25-year nearest-futures low and London cocoa posting a 2.5-year low. Abundant global supplies and slack demand are weighing on cocoa prices. Don’t Miss a Day: On January 29, StoneX ...
March ICE NY cocoa (CCH26) on Wednesday closed down -43 (-1.13%), and March ICE London cocoa #7 (CAH26) closed down -14 (-0.51%). Cocoa prices extended their six-week-long plunge on Wednesday, with NY cocoa posting a 2.25-year nearest-futures low and London cocoa posting a 2.5-year low. Abundant global supplies and slack demand are weighing on cocoa prices. Don’t Miss a Day: On January 29, StoneX forecasted a global cocoa surplus of 287,000 MT in the 2025/26 season and a 267,000 MT surplus for 2026/27. Also, the International Cocoa Organization (ICCO) reported on January 23 that global cocoa stocks rose 4.2% y/y to 1.1 MMT. Abundant ICE-monitored cocoa inventories are negative for prices. ICE cocoa inventories rose to a 3.75-month high of 1,871,034 bags on Wednesday. Demand concerns have hammered cocoa prices as consumers continue to balk at the high price of chocolate. On January 28, Barry Callebaut AG, the world's largest bulk chocolate maker, reported a -22% decline in sales volume in its cocoa division for the quarter ending November 30, citing "negative market demand and a prioritization of volume toward higher-return segments within cocoa." Grinding reports also showed weak demand. On January 15, the European Cocoa Association reported that Q4 European cocoa grindings fell -8.3% y/y to 304,470 MT, a bigger decline than expectations of -2.9% y/y and the lowest for a Q4 in 12 years. On December 16, the Cocoa Association of Asia reported that Q4 Asian cocoa grindings fell -4.8% y/y to 197,022 MT. Also, the National Confectioners Association reported Q4 North American cocoa grindings rose only +0.3% y/y to 103,117 MT. Also undercutting cocoa prices are higher exports from Nigeria, the world's fifth-largest cocoa producer. On Tuesday, Bloomberg reported that Nigerian Dec cocoa exports rose +17% y/y to 54,799 MT. Slowing cocoa deliveries to ports in the Ivory Coast is a supportive factor for prices. Today's cumulative data showed that Ivory Coast farmers shipped 1.2...
July arabica coffee (KCN25) today is up +5.50 (+1.61%), and July ICE robusta coffee (RMN25) is up +74 (+1.67%). Coffee prices are climbing today as a rally in the Brazilian real (^USDBRL) has sparked short covering in coffee futures. The real rose to a 1-1/2 week high today against the dollar, discouraging export selling from Brazil's coffee producers. Don’t Miss a Day: On Tuesday, arabica coffee ...
July arabica coffee (KCN25) today is up +5.50 (+1.61%), and July ICE robusta coffee (RMN25) is up +74 (+1.67%). Coffee prices are climbing today as a rally in the Brazilian real (^USDBRL) has sparked short covering in coffee futures. The real rose to a 1-1/2 week high today against the dollar, discouraging export selling from Brazil's coffee producers. Don’t Miss a Day: On Tuesday, arabica coffee fell to a 1-3/4 month low, and robusta dropped to a 7-month low as harvest pressures in Brazil undercut coffee prices. Safras & Mercado reported that Brazil's 2025/26 coffee harvest was 20% complete as of May 28, just below the five-year average of 21% for the same time of year. Coffee prices have been under pressure over the past month due to concerns about higher coffee production and ample supplies. On May 19, the USDA's Foreign Agricultural Service (FAS) forecast that Brazil's 2025/26 coffee production will increase by 0.5% year-over-year (y/y) to 65 million bags and that Vietnam's 2025/26 coffee output will rise by 6.9% y/y to 31 million bags. Brazil is the world's largest producer of arabica coffee, and Vietnam is the world's largest producer of robusta coffee. An increase in ICE coffee inventories is undercutting coffee prices. ICE-monitored robusta coffee inventories rose to an 8-1/2 month of 5,438 lots on May 30. Also, ICE-monitored arabica coffee inventories rose to a 4-month high of 892,468 bags last Tuesday. On May 9, the USDA forecast 2025/26 coffee production in Honduras, Central America's largest coffee producer, would climb +5.1% y/y to 5.8 million bags. Also, consulting firm Safras & Mercado raised its Brazil 2025/26 coffee production estimate to 65.51 million bags from an earlier estimate of 62.45 million bags. In addition, Conab, Brazil's crop forecasting agency, raised its Brazil 2025 coffee production estimate to 55.7 million bags from a January estimate of 51.81 million bags. Demand concerns are bearish for coffee prices. Several global commodity impor...
Local Bounti ( NYSE: LOCL ) said on Wednesday it received a notice from the NYSE on Feb. 5, 2026, stating that the company is not in compliance with the exchange’s continued listing standards. The company’s average global market capitalization fell below $50 million over a consecutive 30 trading-day period, while its stockholders’ equity was also under $50 million. The company said it plans to not...
Local Bounti ( NYSE: LOCL ) said on Wednesday it received a notice from the NYSE on Feb. 5, 2026, stating that the company is not in compliance with the exchange’s continued listing standards. The company’s average global market capitalization fell below $50 million over a consecutive 30 trading-day period, while its stockholders’ equity was also under $50 million. The company said it plans to notify the NYSE that it will submit a compliance plan within 45 days of receiving the notice to gain compliance within nine months. Shares -2.08%. More on Local Bounti Seeking Alpha’s Quant Rating on Local Bounti Financial information for Local Bounti
Seeking Alpha More on Cisco Cisco Systems, Inc. (CSCO) Presents at Second Annual AI Summit Prepared Remarks Transcript Cisco: A Smooth Way To Enter The AI Infrastructure Industry Cisco Systems: The Silent Giant Of The AI Revolution Cisco slips even as Q2 results, guidance top estimates Cisco Q2 earnings on deck: What to expect
Seeking Alpha More on Cisco Cisco Systems, Inc. (CSCO) Presents at Second Annual AI Summit Prepared Remarks Transcript Cisco: A Smooth Way To Enter The AI Infrastructure Industry Cisco Systems: The Silent Giant Of The AI Revolution Cisco slips even as Q2 results, guidance top estimates Cisco Q2 earnings on deck: What to expect
(RTTNews) - Canadian stocks closed roughly flat on Wednesday as a nosedive in the IT sector overrode the surges in the materials and energy sectors while traders assessed stronger-than-expected U.S. jobs data. After opening above yesterday's close, today the benchmark S&P/TSX Composite Index gave back ground from the early gains to trade lower throughout most the session before settling at 33,254....
(RTTNews) - Canadian stocks closed roughly flat on Wednesday as a nosedive in the IT sector overrode the surges in the materials and energy sectors while traders assessed stronger-than-expected U.S. jobs data. After opening above yesterday's close, today the benchmark S&P/TSX Composite Index gave back ground from the early gains to trade lower throughout most the session before settling at 33,254.19, down by 2.64 points (or 0.01%). Seven of the 11 sectors posted gains today, with the energy sector leading the pack. On the business front, Shopify reported fourth-quarter 2025 earnings of $0.57 per share compared to the forecasted $0.51 per share, beating estimates by 11.76%. Revenue also exceeded predictions, hitting $3.67 billion versus the anticipated $3.59 billion. The company's gross merchandise volume increased by 31% year-over-year, reaching $124 billion. In the recent weeks, investors have been turning wary of the potential danger to traditional software businesses amid the threat of emerging artificial intelligence tools. The concern-driven sell-off in technology sector delivered a blow to established software company stocks that caused a slump in the IT sector. On the geopolitical front, Israel wants the recently begun U.S.-Iran negotiations to include Iran's ballistic missiles program and Iran's support to militant groups. Experts are concerned that Iran may refuse and retaliate, starting a war. The geopolitical risk premium supported gold and oil prices, leading to gains in the materials and energy sectors in Canada. In the U.S., data released by the Bureau of Labor Statistics revealed that the economy added 130,000 jobs in January 2026, well above forecasts of 70,000 jobs. The unemployment rate ticked down to 4.3% in January 2026 from 4.4% in December 2025 (slightly below market expectations of 4.4%). In addition, average hourly earnings for all employees on private nonfarm payrolls rose by 15 cents (or 0.4%) month-over-month to $37.17 in January. Followin...
Franklin BSP Realty Trust press release ( FBRT ): FY Non-GAAP EPS of $0.49 misses by $0.17 . Net interest income of $141.95M. More on Franklin BSP Realty Trust Franklin BSP Realty Trust Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Franklin BSP Realty Trust Historical earnings data for Franklin BSP Realty Trust Dividend scorecard for Franklin BSP Realty Trust Financial information for F...
Franklin BSP Realty Trust press release ( FBRT ): FY Non-GAAP EPS of $0.49 misses by $0.17 . Net interest income of $141.95M. More on Franklin BSP Realty Trust Franklin BSP Realty Trust Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Franklin BSP Realty Trust Historical earnings data for Franklin BSP Realty Trust Dividend scorecard for Franklin BSP Realty Trust Financial information for Franklin BSP Realty Trust
In 1983, chairman and former CEO of Berkshire Hathaway (NYSE:BRK, BRK.B)) Warren Buffett made one of the most unconventional deals of his career. He bought 90% of Nebraska Furniture Mart for $60 million. No audit. No team of lawyers. Just a 1¼-page contract and a handshake. A Business Deal Built On Trust The seller was 89-year-old Rose Blumkin, better known as Mrs. B. Born in Belarus, she immigrat...
In 1983, chairman and former CEO of Berkshire Hathaway (NYSE:BRK, BRK.B)) Warren Buffett made one of the most unconventional deals of his career. He bought 90% of Nebraska Furniture Mart for $60 million. No audit. No team of lawyers. Just a 1¼-page contract and a handshake. A Business Deal Built On Trust The seller was 89-year-old Rose Blumkin, better known as Mrs. B. Born in Belarus, she immigrated to the U.S. with no money, no formal education and no English. She started NFM in a basement with a $500 loan in 1937 and turned it into one of the biggest furniture retailers in the country. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 since 1995, delivering an average annual return of 11.4%. Here’s how everyday investors are getting started. Buffett didn’t rely on spreadsheets or investment bankers. He had shopped at NFM and was blown away by the prices and customer experience. That was enough. “Mrs. B simply told me what was what, and her word was good enough for me,” Buffett wrote in his 2013 letter to Berkshire Hathaway shareholders. “We completed the deal without the involvement of investment bankers or lawyers (an experience that can only be described as heavenly).” Even more remarkably, the company’s books weren’t audited. “This purchase is being made without any audit whatsoever of the books or the inventory or anything about this business and that’s unheard of in business,” Buffett said at the time. Some vintage footage from back in 1983 when Warren Buffett bought Nebraska Furniture Mart. "This purchase is being made without any audit whatsoever of the books or the inventory or anything about this business — and that's absolutely unheard of in business." pic.twitter.com/7slEFjILUD Trending: Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited In...
Energy Vault ( NRGV ) reported preliminary Q4 2025 revenue of $150M–$155M with adjusted EBITDA of $5M–$10M. Full-year 2025 revenue is expected at $200M–$205M adjusted EBITDA loss of $21M–$26M. Analysts expect Q4 revenue of $140.86M and and FY reveue of $191.24M. The company plans to offer $125M of convertible senior notes due 2031 in a private placement, with an option for an additional $25M. Proc...
Energy Vault ( NRGV ) reported preliminary Q4 2025 revenue of $150M–$155M with adjusted EBITDA of $5M–$10M. Full-year 2025 revenue is expected at $200M–$205M adjusted EBITDA loss of $21M–$26M. Analysts expect Q4 revenue of $140.86M and and FY reveue of $191.24M. The company plans to offer $125M of convertible senior notes due 2031 in a private placement, with an option for an additional $25M. Proceeds will fund capped call transactions, redeem $35M–$45M of existing convertible debentures, and support general corporate purposes. NRGV shares down 20% post-market. More on Energy Vault Holdings Energy Vault Holdings: Compelling Growth Story With Substantial Upside Energy Vault expands Texas footprint with 150 MW SOSA Energy Center; cash rises to $100M Seeking Alpha’s Quant Rating on Energy Vault Holdings Historical earnings data for Energy Vault Holdings Financial information for Energy Vault Holdings
Japan’s House of Representatives election on February 8 delivered more than a decisive result. It produced a domestic political configuration with direct and lasting consequences for Sino-Japanese relations. The scale of the Liberal Democratic Party’s (LDP) victory under Prime Minister Sanae Takaichi has altered both Tokyo’s internal balance of power and the incentives shaping Japan’s strategic po...
Japan’s House of Representatives election on February 8 delivered more than a decisive result. It produced a domestic political configuration with direct and lasting consequences for Sino-Japanese relations. The scale of the Liberal Democratic Party’s (LDP) victory under Prime Minister Sanae Takaichi has altered both Tokyo’s internal balance of power and the incentives shaping Japan’s strategic posture towards China. The LDP secured 316 seats in the election, surpassing the two-thirds threshold on its own for the first time since World War II. With its coalition partner, the Japan Innovation Party, the ruling bloc now controls 352 seats. The opposition Centrist Reform Alliance has been reduced to the margins. This outcome grants the new administration an unusually strong mandate, a durable parliamentary base and broad freedom of action in economic, diplomatic and defence policy. In practical terms, the supermajority removes many of the internal constraints that have traditionally moderated Japan’s security debates. Factional bargaining within the LDP , coalition compromises and the disciplining effect of a strong opposition will all carry less weight. The question is no longer whether Tokyo can act, but how far it will choose to go. Advertisement That question is particularly salient for China-Japan relations , which have already entered a period of strain. Since remarks made last year linking Japan’s security to a Taiwan crisis, bilateral relations have deteriorated. Takaichi has said Japan could not stand idly by if US forces were attacked in a Taiwan emergency without risking the collapse of the US-Japan alliance Such language signals more than rhetorical alignment with Washington. It suggests an intent for Japan to be involved in a Taiwan contingency while binding that involvement to alliance obligations. For Beijing, it reinforces concerns that Japan is seeking to internationalise the Taiwan Strait issue and embed it within its own defence calculus. Advertiseme...
Palomar Holdings press release ( PLMR ): Q4 Non-GAAP EPS of $2.24 beats by $0.15 . Revenue of $253.36M (+62.7% Y/Y) beats by $48.78M . Full Year 2026 Outlook For the full year 2026, the Company expects to achieve adjusted net income of $260 million to $275 million. This includes an estimate of $8 million to $12 million of catastrophe losses for the year. More on Palomar Holdings Palomar: Positive ...
Palomar Holdings press release ( PLMR ): Q4 Non-GAAP EPS of $2.24 beats by $0.15 . Revenue of $253.36M (+62.7% Y/Y) beats by $48.78M . Full Year 2026 Outlook For the full year 2026, the Company expects to achieve adjusted net income of $260 million to $275 million. This includes an estimate of $8 million to $12 million of catastrophe losses for the year. More on Palomar Holdings Palomar: Positive On Potential 4Q Outperformance And Latest Acquisition Palomar Holdings Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Palomar Holdings Historical earnings data for Palomar Holdings Financial information for Palomar Holdings
Awarded NASA Contract for Quantum and RFSUNY Contract for Silicon Photonics Laser Recently Appointed Senior Vice President of Business Development and Product to Drive Go-to-Market Plan Cash and Cash Equivalents as of December 31, 2025 of $38.6 Million GOLETA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU) (“Aeluma” or the “Company”), a transformative semiconductor company s...
Awarded NASA Contract for Quantum and RFSUNY Contract for Silicon Photonics Laser Recently Appointed Senior Vice President of Business Development and Product to Drive Go-to-Market Plan Cash and Cash Equivalents as of December 31, 2025 of $38.6 Million GOLETA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU) (“Aeluma” or the “Company”), a transformative semiconductor company specializing in high-performance and scalable technologies, today reported financial results for its second quarter of fiscal 2026 ended December 31, 2025. Management Commentary “The second quarter marked another big step forward for Aeluma as we gear up for commercialization,” said Jonathan Klamkin, Ph.D., Founder and CEO of Aeluma. “We ramped engagements across our target markets and increased visibility at a major industry conference. We are experiencing growing and sustained interest in Aeluma as our technology takes shape and market demand increases across mobile, data centers, and defense.” “During the quarter, we continued to increase operations with foundry partners and are delighted with the performance, quality, and yield of wafers being tested at Aeluma’s facility,” Klamkin continued. “Relationships with customers and partners are strengthening, and we are fortunate that Bouch Nessar, our new Senior Vice President of Business Development and Product, has joined at this pivotal time to accelerate our go-to-market plan. Our IP portfolio also continues to expand, now counting 35 issued and pending patents, with our most recent application related to large-scale manufacturing of high-performance semiconductors.” Klamkin concluded, “We are receiving increasing requests for price quotations and have begun taking sales orders. While these initial orders are relatively small in value, this marks an important milestone toward broader market adoption. As we move through fiscal 2026, we are intensely focused on commercialization and building long-term value.” Recent Company ...
PANAMA CITY, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Copa Holdings1, S.A. (NYSE: CPA) today announced financial results for the fourth quarter (4Q25) and full year 2025, closing another year of industry-leading profitability and operational excellence. Key highlights include: Fourth Quarter 2025 Net profit of US$172.6 million, or US$4.18 per share, representing a 5.3% year‑over‑year increase in earnings...
PANAMA CITY, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Copa Holdings1, S.A. (NYSE: CPA) today announced financial results for the fourth quarter (4Q25) and full year 2025, closing another year of industry-leading profitability and operational excellence. Key highlights include: Fourth Quarter 2025 Net profit of US$172.6 million, or US$4.18 per share, representing a 5.3% year‑over‑year increase in earnings per share. Excluding a US$7.2 million non‑cash, maintenance‑related adjustment to the provision for future leased‑aircraft return obligations, as well as a US$6.0 million foreign‑currency loss mainly due to volatility in the Brazilian real, EPS for the quarter would have been US$4.46, a 12.3% increase compared to 4Q24. Operating margin of 21.8% and net margin of 17.9% for the quarter, a decrease of 1.4 and 1.0 percentage points, respectively, compared to 4Q24. Excluding the non‑cash maintenance‑related adjustment, the Company would have reported an operating margin for the quarter of 22.5%. Capacity, measured in ASMs, grew by 9.9% year over year in 4Q25. Revenue per available seat mile (RASM) of 11.3 cents in 4Q25, a decrease of 0.3% compared to 4Q24. Operating cost per available seat mile (CASM) increased by 1.6% compared to 4Q24 to 8.8 cents, and CASM excluding fuel (Ex-fuel CASM) increased 0.7% year over year to 5.9 cents. Excluding the non‑cash maintenance‑related adjustment, the Company would have reported an Ex-fuel CASM of 5.8 cents. The Company ended the quarter with approximately US$1.6 billion in cash, short-term and long-term investments, which represent 44% of the last twelve months’ revenues. The Company closed 4Q25 with an Adjusted Net Debt to EBITDA ratio of 0.6 times. During the quarter, the Company took delivery of four Boeing 737 MAX 8 aircraft to end the year with a total fleet of 125 aircraft. Copa Airlines had an on-time performance for the quarter of 89.0% and a flight completion factor of 99.8%, once again positioning itself among the very best in th...
On Nov. 4, 2025, fears of a crash gripped Wall Street as the CEOs of Goldman Sachs and Morgan Stanley warned that the market was due for a correction . At a financial summit, Goldman Sachs CEO David Solomon said that a drawdown of 10% to 20% over the next year or two was likely, while Morgan Stanley CEO Ted Pick said at the same conference that a 10% to 15% drawdown would be healthy. All three maj...
On Nov. 4, 2025, fears of a crash gripped Wall Street as the CEOs of Goldman Sachs and Morgan Stanley warned that the market was due for a correction . At a financial summit, Goldman Sachs CEO David Solomon said that a drawdown of 10% to 20% over the next year or two was likely, while Morgan Stanley CEO Ted Pick said at the same conference that a 10% to 15% drawdown would be healthy. All three major indexes plunged on their comments, with the tech-heavy Nasdaq Composite taking the most pain with a 2% dip. In the three months since, Wall Street appears to have internalized their warnings, with analysts seeming to comb through earnings reports for the major tech companies in search of signs that shares are overvalued. Last month, for instance, Microsoft 's (NASDAQ: MSFT) share price fell by 10% despite the company reporting a 60% year-over-year jump in profits, partly because analysts thought that the 39% year-over-year growth of its cloud services segment was too low. The next week, traders punished Amazon (NASDAQ: AMZN) with an 8% haircut for missing its earnings estimates by $0.02 a share, with earnings per share coming in at $1.95 compared to the $1.97 expected. Continue reading
Leon Neal Fastly ( FSLY ) shares surged more than 25% in extended trading on Wednesday after the content delivery network provider reported stronger-than-expected first-quarter results and guidance. For the period ending Dec. 31, Fastly said it earned an adjusted $0.12 per share as revenue rose 22.8% year-over-year to $172.61M. Analysts had expected the company to earn $0.06 per share on $161.36M ...
Leon Neal Fastly ( FSLY ) shares surged more than 25% in extended trading on Wednesday after the content delivery network provider reported stronger-than-expected first-quarter results and guidance. For the period ending Dec. 31, Fastly said it earned an adjusted $0.12 per share as revenue rose 22.8% year-over-year to $172.61M. Analysts had expected the company to earn $0.06 per share on $161.36M in revenue. In addition, Fastly said it ended the period with a record remaining performance obligations of $353.8M, up 55% year over year. “Our fourth quarter results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin, and operating profit,” said Kip Compton, CEO of Fastly, in a statement. “In 2025 we made significant progress on Fastly’s transformation and delivered great results. As we look toward 2026, we anticipate continued momentum, with AI as an increasing tailwind for our business.” Looking to the first-quarter, Fastly expects to earn between $0.07 and $0.10 per share on an adjusted basis, above the $0.01 per share estimate. Sales are forecast to be between $168M and $174M, with the midpoint above the $159.62M estimate. The company also issued guidance for the full-year, as it expects to earn between $0.23 and $0.29 per share, well above the $0.13 analysts were expecting. Sales are expected to be between $700M and $720M, well above the $667.79M analysts were forecasting. Fastly will host a conference call at 4:30 p.m. EST to discuss the results. More on Fastly Fastly: SaaS Play With Breakout Potential In 2026 Fastly, Inc. (FSLY) Presents at Raymond James TMT & Consumer Conference Transcript Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript Fastly Non-GAAP EPS of $0.12 beats by $0.06, revenue of $172.61M beats by $11.25M Fastly Q4 2025 Earnings Preview