Alex Cristi /iStock via Getty Images Investment Outlook Amplitude, Inc. ( AMPL ) is seeking to reduce operating losses while producing top-line revenue growth. I previously analyzed AMPL in May 2023 with a Hold outlook as technology companies pulled back on spending and management reduced forward guidance. However, top-line growth is slowing, operating losses remain high, and the company appears v...
Alex Cristi /iStock via Getty Images Investment Outlook Amplitude, Inc. ( AMPL ) is seeking to reduce operating losses while producing top-line revenue growth. I previously analyzed AMPL in May 2023 with a Hold outlook as technology companies pulled back on spending and management reduced forward guidance. However, top-line growth is slowing, operating losses remain high, and the company appears vulnerable to disruption from agentic AI technologies. My outlook on AMPL is now a Sell as we approach the next earnings release on February 18th. Amplitude's Market And Approach Amplitude has developed a cloud platform that assists companies in learning how their clients and prospective customers use their digital systems and suggests related improvements. The company is still led by co-founder and CEO Spenser Skates, who was previously an algorithmic trader at DRW Trading Group. AMPL’s main offerings include: Analytics. Recommend. Experiment. AI Capabilities. The company seeks medium- to large-sized clients through its in-house direct sales and marketing efforts and via solutions, technology, and referral partners. According to a 2026 market research report by Mordor Intelligence, the global marketing analytics software market size is an estimated $8 billion in early 2026 and is expected to exceed $414.5 billion by 2031. If achieved, this would represent a CAGR of 12.7% from 2027 to 2031. The primary reasons for this forecasted growth are the continued digitization of the enterprise, a shift toward first-party data, and increasing demand for AI-enhanced engines that improve campaign performance. The industry is providing omnichannel capabilities and real-time analytics capabilities for clients. North America continues to be the largest market by share, but the Asia Pacific region is expected to grow at the fastest rate of growth through 2031. The Retail sector accounted for 23.3% of the total market as direct-to-consumer retailers intensively use data to optimize their ope...
This article first appeared on GuruFocus. Amazon.com, Inc. (NASDAQ:AMZN) is quietly exploring a new idea that could reshape how publishers get paid in the AI era: a marketplace where content owners can sell their work directly to AI developers. According to The Information, the concept surfaced ahead of an Amazon Web Services conference starting today, where internal slides referenced a possible A...
This article first appeared on GuruFocus. Amazon.com, Inc. (NASDAQ:AMZN) is quietly exploring a new idea that could reshape how publishers get paid in the AI era: a marketplace where content owners can sell their work directly to AI developers. According to The Information, the concept surfaced ahead of an Amazon Web Services conference starting today, where internal slides referenced a possible AI content marketplace. The idea would let publishers license their content on their own terms instead of fighting over scraping or unclear usage. Amazon downplayed the report publicly, saying it has nothing specific to share, but pointed to its long standing relationships with publishers and ongoing AI innovation. If it moves forward, the marketplace could sit alongside AWS tools like Bedrock, giving publishers a clearer way to monetize content as AI training ramps up. It would also put Amazon more squarely in line with rivals like Microsoft (NASDAQ:MSFT), which recently rolled out its own publisher licensing hub.
Earnings Call Insights: CTS Corporation (CTS) Q4 2025 Management View Kieran O'Sullivan, Chairman, President & CEO, highlighted "another solid quarter for CTS, demonstrating the continued progress and strength of our diversification strategy and operational execution." He reported diversified end markets now represent almost 60% of revenue and noted a 9% year-over-year revenue growth for the quart...
Earnings Call Insights: CTS Corporation (CTS) Q4 2025 Management View Kieran O'Sullivan, Chairman, President & CEO, highlighted "another solid quarter for CTS, demonstrating the continued progress and strength of our diversification strategy and operational execution." He reported diversified end markets now represent almost 60% of revenue and noted a 9% year-over-year revenue growth for the quarter, with diversified markets growing 16%. O'Sullivan stated, "New business awards in transportation were strong, which will drive long-term growth in that end market," and underscored ongoing expansion in powertrain-agnostic products. He emphasized medical market performance: "Our medical end market delivered strong performance in the fourth quarter with sales increasing 41% versus the prior year period, reflecting the strong growth momentum across our medical portfolio, particularly in therapeutic applications." O'Sullivan added, "We finished the fourth quarter with sales of $137 million, representing a solid 9% increase compared to the fourth quarter of 2024... Our book-to-bill ratio for the fourth quarter was 1, up 3% compared to the fourth quarter of 2024." Ashish Agrawal, VP, CFO & Principal Accounting Officer, reported, "Fourth quarter sales were $137 million, up 9% compared to the fourth quarter of 2024 and down 4% sequentially from the third quarter of 2025. Our adjusted gross margin was 39.1%, up 150 basis points compared to the fourth quarter of 2024 and up 20 basis points compared to the third quarter of 2025." Outlook O'Sullivan provided 2026 guidance: "Assuming the continuation of current market conditions for full year 2026, we expect sales in the range of $550 million to $580 million and adjusted diluted EPS to be in the range of $2.30 to $2.45." He expects diversified end market demand to remain solid, with continued growth in therapeutics and expanded capacity in medical, as well as growth in aerospace and defense driven by backlog and government funding no...
Earnings Call Insights: GCM Grosvenor Inc. (GCMG) Q4 2025 Management View Michael Sacks, Board Chairman & CEO, opened by stating that 2025 was "a great year for GCM Grosvenor" with strong investment results across all strategies, highlighting that "absolute return strategies performance was excellent with our multi-strategy composite generating a 15% gross rate of return in 2025." Sacks also noted...
Earnings Call Insights: GCM Grosvenor Inc. (GCMG) Q4 2025 Management View Michael Sacks, Board Chairman & CEO, opened by stating that 2025 was "a great year for GCM Grosvenor" with strong investment results across all strategies, highlighting that "absolute return strategies performance was excellent with our multi-strategy composite generating a 15% gross rate of return in 2025." Sacks also noted that infrastructure, the firm's fastest-growing strategy, returned approximately 11% for the year. Sacks reported a record fundraising year, with $10.7 billion of total capital raised in 2025, including $3.5 billion in the fourth quarter, stating "both records." He highlighted that "our pipeline of activity is very strong entering 2026, which bodes well for fundraising this year." The firm ended 2025 with $91 billion in assets under management (AUM), a 14% increase year-over-year, with fee-paying AUM up 12% and contracted not yet fee-paying AUM rising 27% to $10 billion. Sacks addressed recent market volatility and the impact of AI on equity and credit valuations, emphasizing the firm's diversified portfolio and low SaaS exposure: "SaaS exposure represents only 4% of our total AUM and less than 6% of our credit AUM." He announced an increase in the buyback authorization by $35 million, leaving $91 million for share repurchases and referenced the firm's dividend yield of approximately 5%. Jonathan Levin, President, described the breadth of fundraising successes in 2025, noting "every investment strategy contributed meaningfully to our results this year and all have sizable pipeline heading into 2026." Pamela Bentley, CFO & Office of the Chairman, stated "private markets fee paying AUM and management fees grew 10% and 6% year-over-year, respectively, from a combination of solid fundraising and conversion of contracted, not yet fee-paying AUM." Bentley also highlighted cost discipline, saying "our FRE compensation and benefits remained stable for the year at approximately $14...
Earnings Call Insights: Entegris (ENTG) Q4 2025 Management View CEO David Reeder welcomed Jeff Schnell as the new Head of Investor Relations and highlighted that "fourth quarter revenue, gross margin, adjusted EBITDA margin and non-GAAP EPS were all at the high end or above our guidance range." Reeder stated that "unit-driven revenue grew approximately 2% in 2025, in line with wafer starts for the...
Earnings Call Insights: Entegris (ENTG) Q4 2025 Management View CEO David Reeder welcomed Jeff Schnell as the new Head of Investor Relations and highlighted that "fourth quarter revenue, gross margin, adjusted EBITDA margin and non-GAAP EPS were all at the high end or above our guidance range." Reeder stated that "unit-driven revenue grew approximately 2% in 2025, in line with wafer starts for the market," while "CapEx-driven revenue declined 7% in 2025, consistent with the decline in industry fab construction CapEx." Reeder emphasized the 2026 outlook, citing expected benefits from "node transitions in both logic and memory" and the rollout of "next-generation DRAM and HBM products." He noted that "industry fab construction spending [is] to grow in 2026, reversing a significant decline in 2025," which is meaningful as "2/3 of our CapEx-related revenue is correlated to fab construction." The CEO updated on initial priorities: deepening customer intimacy, improving utilization by ramping new Taiwan and Colorado facilities, enhancing free cash flow, and increasing local-for-local manufacturing, particularly for China. Reeder reported that "free cash flow margin...improved meaningfully, reaching 12.7% in 2025, in line with our target." Reeder announced, "we have completed the multiyear manufacturing CapEx investment cycle that began in 2022. As a result, we expect 2026 CapEx to decline to $250 million." CFO Linda LaGorga said, "Q4 sales were $824 million at the high end of guidance, down 3% year-over-year and up 2% sequentially. Gross margin on a GAAP basis was 43.8% and 44% on a non-GAAP basis in the fourth quarter, also at the high end of guidance." LaGorga added, "Full year free cash flow was $404 million, representing a free cash flow margin of 12.7% in 2025, nearly a 300 basis point increase year-over-year." Outlook LaGorga provided guidance: "We expect our Q1 sales to range from $785 million to $825 million, reflecting an increase of approximately 4% to the midpo...
Earnings Call Insights: Amentum Holdings, Inc. (AMTM) Q1 2026 Management View CEO John Heller described the quarter as one of strong momentum, with robust bookings aligned to high-demand areas such as nuclear energy, space, and critical digital infrastructure. Heller stated, "Key highlights, which Travis will cover in more detail shortly, include revenue of $3.2 billion, reflecting normalized grow...
Earnings Call Insights: Amentum Holdings, Inc. (AMTM) Q1 2026 Management View CEO John Heller described the quarter as one of strong momentum, with robust bookings aligned to high-demand areas such as nuclear energy, space, and critical digital infrastructure. Heller stated, "Key highlights, which Travis will cover in more detail shortly, include revenue of $3.2 billion, reflecting normalized growth of 3%, adjusted EBITDA of $263 million with robust margins of 8.1% and adjusted diluted earnings per share of $0.54, up 6% year-over-year." He also emphasized the expansion of Amentum’s backlog, noting "industry-leading backlog to grow 4%, reaching over $47 billion." Heller highlighted major contract wins, including nearly $1 billion in nuclear energy awards and a 10-year $730 million contract from EDF Nuclear Power in the U.K. The CEO spotlighted the company’s selection by Rolls-Royce as global program delivery partner for small modular reactors and a 5-year $207 million Dutch contract for nuclear planning and engineering. Heller emphasized the company's positioning within space systems, stating, "These trends are expanding the space market and increasing demand for companies like Amentum that can integrate, operate and sustain complex systems across their full life cycle." CFO Travis Johnson said, "Revenue in the first quarter totaled $3.24 billion, reflecting the joint venture transitions and divestitures previously discussed as well as impacts from the government shutdown." Johnson cited "adjusted EBITDA of $263 million benefited from a 40 basis point year-over-year increase in adjusted EBITDA margins to 8.1%." He also referenced a use of $142 million in free cash flow, attributing this to timing related to pay cycles and a government holiday closure, with expected normalization in Q2. Johnson added, "We are reaffirming guidance for the year, including revenue in the range of $13.95 billion to $14.3 adjusted EBITDA between $1.1 billion and $1.14 billion, adjusted dil...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is showing renewed momentum at the start of the year, with January revenue growth pointing to continued strength in global artificial intelligence spending. The world's largest contract chipmaker reported a 37% year-on-year increase in January revenue to NT$401.3 billion, marking its fastest pace of growth ...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is showing renewed momentum at the start of the year, with January revenue growth pointing to continued strength in global artificial intelligence spending. The world's largest contract chipmaker reported a 37% year-on-year increase in January revenue to NT$401.3 billion, marking its fastest pace of growth in months and running ahead of the roughly 30% revenue growth the company expects for the full year. That comparison, however, could be influenced by timing effects, as the Lunar New Year holidays fell in January in 2025, potentially distorting the year-ago baseline. The pickup in sales reinforces TSM's position as a central beneficiary of AI-related investment, particularly through its role supplying advanced chips for customers such as Nvidia (NASDAQ:NVDA) and Apple. Demand tied to data center processors and AI accelerators continues to be a key driver, pushing TSM to earmark as much as $56 billion in capital spending this year, which would be up about a quarter from 2025. Last week, Jensen Huang described the industry's current wave of investment as a once-in-a-generation infrastructure buildout, underscoring the scale and ambition behind the spending now flowing into chip manufacturing and data center capacity. At the same time, the magnitude of that spending is also feeding investor caution. Heavy capital commitments by large technology companies such as Amazon (NASDAQ:AMZN) and Meta (NASDAQ:META) are prompting questions about whether the eventual returns will justify the investment, particularly given the circular nature of many data center agreements. For investors with long memories of past technology cycles, those dynamics suggest that while AI-driven demand could remain supportive for TSM, sentiment may stay sensitive to any signs that the current buildout is moving faster than end demand can ultimately absorb.
BING-JHEN HONG Nvidia ( NVDA ) “must live with” certain guardrails on the sales of its artificial intelligence accelerators to China, Commerce Secretary Howard Lutnick said on Tuesday. “The license terms are very detailed,” Lutnick said, according to comments obtained by Reuters . “They've been worked out together with the State Department, and those terms Nvidia must live with.” Lutnick was asked...
BING-JHEN HONG Nvidia ( NVDA ) “must live with” certain guardrails on the sales of its artificial intelligence accelerators to China, Commerce Secretary Howard Lutnick said on Tuesday. “The license terms are very detailed,” Lutnick said, according to comments obtained by Reuters . “They've been worked out together with the State Department, and those terms Nvidia must live with.” Lutnick was asked if the Chinese could be trusted to abide by the certain restrictions on the H200 GPUs, and he demurred to President Donald Trump on the matter. President Trump approved the sale of Nvidia's H200s to China last year in exchange for 25% of the revenue from the chips. Last month, the Chinese government informed Alibaba ( BABA ), Tencent ( TCEHY ), and others they can begin to prepare orders for Nvidia's H200 GPUs. However, the fate of H200 sales to ByteDance ( BDNCE ) is still up in the air, as Nvidia has reportedly not agreed to proposed conditions set by the Trump administration for their use. More on Nvidia Nvidia: Inventory Does Not Lie Nvidia: Ready To Impress (Earnings Preview) Nvidia: Buy The Dip Rising capex for the Mag 7 may be a catalyst for them to underperform the market – analyst Lumentum should benefit as Nvidia 'accelerates' co-packaged optics: GF
As the right stokes culture wars, their alternatives to ‘woke’ Hollywood prove to be shoddily made and uninspired It’s not fair, what they did to rightwing folks on Super Bowl Sunday. Regular viewers could either take in an elaborate and joyful halftime performance from Puerto Rican recording artist Bad Bunny , one of the most popular music stars in the world, or, if they weren’t interested in foo...
As the right stokes culture wars, their alternatives to ‘woke’ Hollywood prove to be shoddily made and uninspired It’s not fair, what they did to rightwing folks on Super Bowl Sunday. Regular viewers could either take in an elaborate and joyful halftime performance from Puerto Rican recording artist Bad Bunny , one of the most popular music stars in the world, or, if they weren’t interested in football or in Bad Bunny ’s music, they could quietly find something else to watch or listen to. There are a lot of options out there. Those who wanted to prove their Maga bona fides or loyalties, however, may have felt obligated to watch a parade of similar-sounding country singers lead into a performance from a shorts-wearing Kid Rock , jumping around and seemingly lip-syncing to a novelty hit from 1999. For rightwingers who couldn’t stomach the Spanish lyrics to Bad Bunny songs, they could take comfort in the clear English of the man also known as Robert Ritchie: “Bawitdaba, da-bang, da-bang, diggy-diggy-diggy.” (These lyrics are actually just what a certain segment of white listeners prefer: something ripped off from Black culture, in this case rapper Busy Bee.) This sad spectacle was provided by Turning Point USA, which is not actually a charity organization for faded turn-of-the-century rap-rockers, but a rightwing advocacy group co-founded by the late Charlie Kirk. When Kid Rock pivoted back to Ritchie and covered the country tune Til You Can’t (with a pious and half-assed new verse added by Ritchie himself), the music was chased with a tribute to Kirk. This means that viewers were treated to all the artistry of a Kid Rock show plus all the cheerfulness of a funeral. Continue reading...
Investing.com -- Shopify is well positioned to benefit from the rise of conversational commerce as Ai reshapes how consumers discover and buy products, MoffettNathanson said, upgrading the stock to Buy from Neutral. The brokerage said recent weakness in software stocks tied to concerns over AI disruption has pulled Shopify lower due to perceived vulnerability. It argued that the selloff has create...
Investing.com -- Shopify is well positioned to benefit from the rise of conversational commerce as Ai reshapes how consumers discover and buy products, MoffettNathanson said, upgrading the stock to Buy from Neutral. The brokerage said recent weakness in software stocks tied to concerns over AI disruption has pulled Shopify lower due to perceived vulnerability. It argued that the selloff has created an attractive entry point for a company it sees as a long-term winner as AI-driven shopping tools gain traction. MoffettNathanson said Shopify stands to benefit from the shift rather than be disrupted by it. The firm pointed to growing consumer adoption of conversational commerce, where purchases are increasingly initiated through chat-based interfaces and AI assistants. In that environment, it said direct-to-consumer commerce is taking share from marketplaces such as Amazon, as new forms of product discovery change how shoppers find brands. The note said Shopify’s strategy of integrating with emerging AI-driven shopping ecosystems is helping it attract merchants. As companies look for ways to connect with customers through new discovery channels, the firm said Shopify’s platform is becoming a natural destination for both large and small sellers. MoffettNathanson expects the trend to accelerate following new e-commerce protocols announced by major technology platforms, which it said could further strengthen direct commerce models. The upgrade was driven by the long-term growth opportunity rather than near-term valuation alone, the firm said. It raised its price target to $150 from $122 and said it expects operating income in 2026 to come in about 15% above broader market estimates. While the timing comes just ahead of earnings, the brokerage said the call reflects a structural view that conversational commerce could reshape online retail and that Shopify is positioning itself to capture a meaningful share of that shift. Related articles Why Shopify will win the conversati...
'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before Starting on Friday, we have seen a sudden reversal from panic-selling to panic-buying in tech stocks, which has lifted Nasdaq back above its 100DMA... The headline-grabbing culprit for much of the pain to the downside was Software stocks (IGV as an example of an ETF that tracks the sector), which collapsed as specifica...
'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before Starting on Friday, we have seen a sudden reversal from panic-selling to panic-buying in tech stocks, which has lifted Nasdaq back above its 100DMA... The headline-grabbing culprit for much of the pain to the downside was Software stocks (IGV as an example of an ETF that tracks the sector), which collapsed as specifically SaaS firms faced 'existential threats' from AI disruption. That snapped Software valuations down dramatically... And, suddenly - starting Friday morning - buyers appeared to snap up these newly cheap stocks... Inflows into IGV - the Software ETF - have soared... But, the question has been - who's buying? Well now we have the answer, thanks to Vanda Research : 1M rolling net retail inflows into the iShares Software ETF (IGV) surged to a record $176mn as of close yesterday , more than double the prior peak seen during the late-2024 software drawdown. This is one of the more aggressive episodes of retail dip-buying in tech, and especially software, that we've observed in our dataset. Vanda also notes that Amazon ranked as the most bought US stock by retail investors, displacing Nvidia in the last few sessions. Last Friday, AMZN recorded its largest single-day of net retail buying since Aug 2024. We also saw decent follow-through buying throughout the session yesterday. This is in keeping with the theme that retail investors have been opportunistically buying the dip in mega-cap tech after any earnings-driven sell-offs (also seen in MSFT, GOOGL etc.). The question is - can retail maintain this momentum long enough to get hedgies re-engaged in Software from their near-record low exposure levels Tyler Durden Tue, 02/10/2026 - 12:43
Name: Boy kibble. Age: It’s new. Appearance: Like a dog’s dinner. Isn’t that what kibble is? Traditionally, yes, kibble is dried food for pets in pellet form, made of grains, vegetables and meat. Highly nutritional, keeps for ages. ‘Boy’, though? It has also been referred to as “human kibble” as women have been eating it too, but looking at social media it seems to be mainly a guy thing. Got it – ...
Name: Boy kibble. Age: It’s new. Appearance: Like a dog’s dinner. Isn’t that what kibble is? Traditionally, yes, kibble is dried food for pets in pellet form, made of grains, vegetables and meat. Highly nutritional, keeps for ages. ‘Boy’, though? It has also been referred to as “human kibble” as women have been eating it too, but looking at social media it seems to be mainly a guy thing. Got it – it’s the latest social media food trend, right? Right. Possibly as some kind of response to “girl dinner” a few years ago. Remind me what that was again? A snack plate, cobbled together and consumed alone. Delicious! Go on, then – how do you make kibble fit for human consumption? Food content creator Patrick Kong’s recipe includes rice, chopped vegetables, minced meat and eggs, which he cooks together in one big pan, divides into containers to be refrigerated or frozen, then takes out to eat twice a day … Twice a day! Where’s the joy in that? You can add different seasonings to relieve the monotony. But to be honest, this isn’t really about joy. Or aesthetics. What is it about? Trying to reduce body fat while keeping muscle mass. Kong lost 9kg (1st 6lb) over six months. And, judging by his before and after pics, got ripped in the process (he won’t have achieved this through diet alone, obviously). I guess it might be better than other high-protein diets often regarded as masculine, such as the carnivore diet, which includes only animal products. Dr Emily Contois, the author of Diners, Dudes and Diets: How Gender and Power Collide in Food Media and Culture, told the New York Times that the word “‘boy’ [in boy kibble] softens what could be perceived as toxically masculine consumptive behaviours”. Interesting. Yes, especially in the context of how diet and fitness – particularly masculine diet and fitness – is muscling its way into US politics. You’re talking about Robert F Kennedy Jr’s efforts to Make America Eat Meat Again? This, and his and Pete Hegseth’s pull-up competitio...
Buyout group Nordic Capital and Finnish insurer Sampo have raised about 5 billion Swedish kroner ($560 million) through the sale of a 10% stake in Scandinavian lender Noba Bank Group AB , taking advantage of a sizable rally since the firm went public last year. The shareholders sold 50 million shares through a placement with investors at 100 kroner apiece, according to a statement Wednesday, repre...
Buyout group Nordic Capital and Finnish insurer Sampo have raised about 5 billion Swedish kroner ($560 million) through the sale of a 10% stake in Scandinavian lender Noba Bank Group AB , taking advantage of a sizable rally since the firm went public last year. The shareholders sold 50 million shares through a placement with investors at 100 kroner apiece, according to a statement Wednesday, representing a 5.75% discount to the stock’s previous closing price. Shares were trading at 103.2 kroner at 3:00 p.m. local time Wednesday, implying gains for the investors that bought shares in the offering. The deal attracted about 200 domestic and international investors at the final offer price, with about a quarter of orders receiving no allocations, a person familiar with the matter told Bloomberg. Demand was led by two anchor orders resulting in a concentrated book where just five buyers were allocated more than half the shares, the person said. The selldown followed a muted start for follow-on offerings in Europe this year, with the quietest January for sales of shares in existing stocks since 2019. It came as Noba’s shares were up about 52% since the bank’s Stockholm initial public offering last September — making it the standout best performer among European IPOs that raised more than $500 million last year. The deal took place almost two months before a customary share sale lockup agreed at the time of Noba’s IPO was due to expire. In a press release , Nordic Capital said the decision to waive the selling restrictions was driven by investors showing interest in acquiring additional shares and a desire to increase the company’s free float. DNB Carnegie, Goldman Sachs Group Inc. and JPMorgan Chase & Co. arranged the sale.
Two boys, aged 12 and 13, have been stabbed at a school in north-west London, and police are searching for a teenage suspect. The Metropolitan police were called to the scene at Kingsbury high school in Bacon Lane, Brent at 12.40pm on Tuesday to reports that a 13-year-old boy was stabbed. When they arrived at the scene, officers found a 12-year-old boy who had also been stabbed. One was taken to a...
Two boys, aged 12 and 13, have been stabbed at a school in north-west London, and police are searching for a teenage suspect. The Metropolitan police were called to the scene at Kingsbury high school in Bacon Lane, Brent at 12.40pm on Tuesday to reports that a 13-year-old boy was stabbed. When they arrived at the scene, officers found a 12-year-old boy who had also been stabbed. One was taken to a major trauma centre as a priority, while the other was taken to hospital, London ambulance service said. Officers have identified a teenage boy as a suspect and are urgently searching for him. DCS Luke Williams, who leads policing in north-west London, said: “We recognise that this incident will cause considerable concern within the community. We want to reassure local students, parents and local residents that we have deployed significant resources to the area and are doing everything we can to locate the suspect. “Our thoughts are with the injured boys and I want to thank the paramedics and doctors who are providing them both with care. We’ll provide further updates when we can.” In a statement published on its website just after 2pm, Kingsbury high school said: “We want to make you aware that there has been a serious incident at Kingsbury high school today. We are working closely with the relevant authorities and following all necessary procedures. “The situation is now under control, and we have already spoken directly with the parents and carers of the students involved. “We understand that this will be concerning. At present, it is not possible to enter or leave the school site while the response continues. We will provide further updates as soon as we are able to share confirmed information.” Muhammed Butt, leader of Brent council, described the incident as “deeply shocking and distressing”, and thanked emergency services and school staff for a “swift response”. He added: “Our thoughts and prayers are with those who have been injured, their families and the whole sc...
Image source: The Motley Fool. Tuesday, February 10, 2026 at 12 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Bryan Donohoe Chief Financial Officer — Jeffrey Gonzales Chief Operating Officer — Tae Sik Yoon Head of Investor Relations — John Stilmar Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Liquidity -- Cash and available capital exceeded $100 million, ending t...
Image source: The Motley Fool. Tuesday, February 10, 2026 at 12 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Bryan Donohoe Chief Financial Officer — Jeffrey Gonzales Chief Operating Officer — Tae Sik Yoon Head of Investor Relations — John Stilmar Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Liquidity -- Cash and available capital exceeded $100 million, ending the quarter at $110 million. -- Cash and available capital exceeded $100 million, ending the quarter at $110 million. Loan Portfolio Growth -- Total outstanding principal balance reached $1.6 billion at the end of 2025, an increase of 24% versus year-end 2024. -- Total outstanding principal balance reached $1.6 billion at the end of 2025, an increase of 24% versus year-end 2024. New Loan Commitments -- Closed $486 million in 13 new loans during 2025, with $393 million across 8 new loans in the fourth quarter alone; over 50% of new commitments were for residential and industrial properties. -- Closed $486 million in 13 new loans during 2025, with $393 million across 8 new loans in the fourth quarter alone; over 50% of new commitments were for residential and industrial properties. Office Loan Exposure -- Office loans were reduced by 30% since the end of 2024 to $447 million, now comprising 28% of the portfolio, down from 38% at 2025 year-end and at year-end 2024. -- Office loans were reduced by 30% since the end of 2024 to $447 million, now comprising 28% of the portfolio, down from 38% at 2025 year-end and at year-end 2024. Risk-Rated Four and Five Loans -- Five risk-rated four and five loans remain; the largest is a risk-rated five Chicago office loan at $140 million (44% of this risk category), and the second largest is a risk-rated four Brooklyn residential condo loan at $130 million (41%). -- Five risk-rated four and five loans remain; the largest is a risk-rated five Chicago office loan at $140 million (44% of this risk category), and the second largest is a risk-rated ...
John M. Chase Boeing ( BA ) said Tuesday it delivered 46 aircraft in January, marking the company’s third-strongest January tally on record. The total included 38 737 Max jets and five 787 Dreamliners. Deliveries fell from December’s 63, which is typically the busiest month of the year as manufacturers rush to hand over planes before year end. Boeing ( BA ) outpaced Airbus ( EADSF ) ( EADSY ) in J...
John M. Chase Boeing ( BA ) said Tuesday it delivered 46 aircraft in January, marking the company’s third-strongest January tally on record. The total included 38 737 Max jets and five 787 Dreamliners. Deliveries fell from December’s 63, which is typically the busiest month of the year as manufacturers rush to hand over planes before year end. Boeing ( BA ) outpaced Airbus ( EADSF ) ( EADSY ) in January. The European planemaker reported 19 deliveries for the month, made up of 15 A320neo-family aircraft, three A220s and one A350. Investors closely track deliveries because aircraft makers collect most of a jet’s purchase price when it is transferred to the customer. On the order front, Boeing booked 107 new orders and recorded four cancellations, leaving 103 net new orders in January. That exceeded Airbus’ 49 net orders for the month. Aviation Capital Group placed an order for 50 737 Max jets, evenly split between the 737-8 and 737-10 variants, as it aims to preserve its position among the world’s largest aircraft lessors. Air India completed an order for 20 737-8s during the month and also disclosed an earlier order for 10 737-10s. Boeing ( BA ) also logged 34 new orders for the 787, including 30 from Delta Air Lines and four from Taiwan’s EVA Airways. Cancellations included two 737 orders, one from BOC Aviation and one from Air Europa. Air Niugini canceled two 787 orders. Boeing ( BA ) surpassed Airbus in total orders last year for the first time in seven years. More on Boeing Boeing: The Growth Is Just Starting Boeing Is Flying Steady Into 2026 The Boeing Company (BA) Q4 2025 Earnings Call Transcript Saudia is said to weigh major jet order as Saudi tourism push accelerates Boeing is said to trim defense supply-chain roles as workforce reshuffle continues
By Saqib Iqbal Ahmed NEW YORK, Feb 10 (Reuters) - The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities for investors to position for a rebound in higher-quality stocks, strategists at JP Morgan said. More from Yahoo Scout What AI disruption fears are driving software stock volatil...
By Saqib Iqbal Ahmed NEW YORK, Feb 10 (Reuters) - The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities for investors to position for a rebound in higher-quality stocks, strategists at JP Morgan said. More from Yahoo Scout What AI disruption fears are driving software stock volatility? Why did software stocks experience a major selloff recently? How are retail investors responding to the software selloff? Which software companies are JPMorgan recommending for rebound potential? "The market is pricing in worst-case AI disruption scenarios that are unlikely to materialize over the next three to six months," JPMorgan strategists, led by Dubravko Lakos-Bujas, said in a note on Tuesday. "Given the positioning flush, overly bearish outlook on AI disruption of software and solid fundamentals, we believe the balance of risks is increasingly skewed towards a rebound, especially in higher quality software segments," the strategists wrote. Global markets were rattled last week after AI developer Anthropic's launch of plug-ins for its Claude Cowork agent reignited fears that rapidly progressing AI systems could encroach on the core businesses of traditional software companies, leading to the S&P 500 software and services index falling as much as 17% in six sessions through Thursday. The index has rebounded about 7% since Thursday. While not ruling out further weakness in software stocks, the strategists recommended "investors add exposure to a basket of higher quality and AI-resilient software companies." The basket includes Microsoft, Palo Alto Networks, ServiceNow, CrowdStrike Holdings and Datadog, some of the worst-hit stocks in the recent selloff. Separately, strategists at Morgan Stanley also said they see attractive opportunities in the space, citing several drivers including strong revenue expectations, improved earnings revisions and the benefit...