Kongsberg Gruppen ASA press release ( NSKFF ): FY2025 Revenue of NOK 33B. EBIT of NOK4.9B. More on Kongsberg Gruppen ASA Kongsberg Gruppen: Defense Repositioning Powers Growth, Valuation Now Tight Kongsberg Gruppen ASA (KBGGY) Q4 2025 Earnings Call Transcript Kongsberg Gruppen ASA 2025 Q4 - Results - Earnings Call Presentation Kongsberg bolsters defense holdings with acquisition of U.S. missile fi...
Kongsberg Gruppen ASA press release ( NSKFF ): FY2025 Revenue of NOK 33B. EBIT of NOK4.9B. More on Kongsberg Gruppen ASA Kongsberg Gruppen: Defense Repositioning Powers Growth, Valuation Now Tight Kongsberg Gruppen ASA (KBGGY) Q4 2025 Earnings Call Transcript Kongsberg Gruppen ASA 2025 Q4 - Results - Earnings Call Presentation Kongsberg bolsters defense holdings with acquisition of U.S. missile firm Zone 5 Seeking Alpha’s Quant Rating on Kongsberg Gruppen ASA
SlavkoSereda/iStock via Getty Images Investment Thesis I reiterate my buy recommendation on assets that track the main American indices, such as the S&P 500. This article is part of a weekly series starting on November 7 , 2024, where I bring valuable insights on economics and investment to SA readers. In this article, I intend to address the initial success of my recommended stock portfolio strat...
SlavkoSereda/iStock via Getty Images Investment Thesis I reiterate my buy recommendation on assets that track the main American indices, such as the S&P 500. This article is part of a weekly series starting on November 7 , 2024, where I bring valuable insights on economics and investment to SA readers. In this article, I intend to address the initial success of my recommended stock portfolio strategy for 2026. Additionally, I will address some dichotomies that have occurred in recent days that caught my attention. Context In 2025 I published weekly articles with my reading about the economic scenario and also published my portfolio of recommended stocks. At the time, the portfolio was made up only of American companies (big techs and consumer companies), and the portfolio was assertive, as it returned 24.92% in 2025, while the S&P 500 returned 17.22%. At the end of 2025, I was analyzing the economic scenario, precious metals, stocks, cryptocurrencies, and macroeconomics. I made a very bold decision, which was to change the stock portfolio recommended for 2026. The new strategy was to mix American stocks with Brazilian stocks, and so far, this choice has been very assertive. By definition, the five American shares would have a 15% weight, and the five Brazilian shares would have a 5% weight to dilute the risk of emerging markets. The choice of Brazil was strategic; the country has a relatively more solid capital market than its peers, and in parallel, the appreciation of hard assets combined with the devaluation of the dollar should boost its assets, as its economy is extremely linked to commodities. The fact is that so far, the S&P 500 is up 1.85% this year, while my recommended stock portfolio is up 6.3%. This combination is especially effective as the US stock market is off to its worst start to a year in at least 31 years. US Equities vs World since 1995 (Augur) Despite this performance, I will mention in this article why I remain very optimistic about American s...
Maddie Meyer/Getty Images News Moderna ( MRNA ) announced on Tuesday it will deliver its respiratory vaccines to Mexico as part of a five-year agreement with the country's government aimed at improving local manufacturing capacity. The deal also enables the Cambridge, Massachusetts-based biotech to facilitate technology transfer to Laboratorios Liomont, a Mexican pharmaceutical company, to produce...
Maddie Meyer/Getty Images News Moderna ( MRNA ) announced on Tuesday it will deliver its respiratory vaccines to Mexico as part of a five-year agreement with the country's government aimed at improving local manufacturing capacity. The deal also enables the Cambridge, Massachusetts-based biotech to facilitate technology transfer to Laboratorios Liomont, a Mexican pharmaceutical company, to produce its COVID-19 vaccine, mRNA-1273, domestically. The company disclosed the signing of a Memorandum of Understanding with the Mexican Government, pharmaceutical manufacturing company Laboratorios de Biológicos y Reactivos de Mexico, and Liomont in this regard. Under the deal, Moderna ( MRNA ) will collaborate with the Mexican Government on local clinical research and development programs aligned with national health priorities and work to boost the country's pandemic preparedness. "Through this agreement, we will be able to provide the Mexican people with access to our respiratory vaccines and critical pandemic response capacity," said CEO Stéphane Bancel, adding, "This collaboration also reflects the growing demand for these vaccines in Mexico.” More on Moderna Moderna: Analyzing The January Rally And The Road Ahead (Rating Upgrade) Moderna Vs. Novavax: 2 Pandemic Vaccine Pioneers - Which Offers Better Value Today? Moderna: V940/Keytruda Data And Vaccine Revenues Drive A High-Risk Recovery Story Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more Arbutus jumps on ruling in patent dispute with Moderna
U.S. House Speaker Mike Johnson (R-La.) speaks with reporters as the House votes to end the partial government shutdown on Capitol Hill in Washington, D.C., U.S., Feb. 3, 2026. Kylie Cooper | Reuters House Republican leaders are in danger of an embarrassing loss on a procedural vote Tuesday because fellow GOP lawmakers are balking at voting to block challenges to President Donald Trump' s tariffs ...
U.S. House Speaker Mike Johnson (R-La.) speaks with reporters as the House votes to end the partial government shutdown on Capitol Hill in Washington, D.C., U.S., Feb. 3, 2026. Kylie Cooper | Reuters House Republican leaders are in danger of an embarrassing loss on a procedural vote Tuesday because fellow GOP lawmakers are balking at voting to block challenges to President Donald Trump' s tariffs through the summer. A potential GOP rebellion on the vote highlights divisions among House Republicans, a dynamic that could make it even harder for Speaker Mike Johnson , R-La., to advance his and Trump's agenda through a narrowly divided Congress. Dissatisfied factions within the House GOP have revolted several times this Congress, forcing the release of files related to sex offender Jeffrey Epstein and supporting a failed Democratic effort to extended Obamacare subsidies. Johnson cannot afford to lose more than one Republican, assuming all members are present and Democrats are united against the measure being voted on that would set the rules for debating a bill to boost domestic production of critical minerals . At least two Republicans said they plan to vote against Johnson. Rep. Thomas Massie, R-Ky., a perennial thorn in the side of GOP leadership, has vowed to vote "no." Others have similarly signaled their opposition, as frustration over Trump's tariffs and leadership's maneuvering percolates within the Republican ranks. Rep. Kevin Kiley, R-Calif., told CNBC on Tuesday he objects to "this idea that everyone needs to stick together to bring a particular bill on the floor" because it makes the House "less of a democratic body." Read more CNBC politics coverage EPA set to revoke ‘endangerment finding’ that underpins all climate regulation Trump Commerce Sec. Lutnick admits visiting Epstein island during family vacation GOP Sen. Johnson slams Dems’ ‘obnoxious’ judicial warrant demand as another shutdown looms d The vote was originally slated for early afternoon, but Hou...
Magdalena Wygralak McDonald's Corporation ( MCD ) will report its results for the fourth quarter on Wednesday, after market close. Wall Street expects the fast-food chain to post earnings per share of $3.05, implying a rise of 7.8% on a revenue of $6.84 billion, representing year-over-year growth of about 7%. McDonald’s is heading into its quarterly results against a mixed operating backdrop marke...
Magdalena Wygralak McDonald's Corporation ( MCD ) will report its results for the fourth quarter on Wednesday, after market close. Wall Street expects the fast-food chain to post earnings per share of $3.05, implying a rise of 7.8% on a revenue of $6.84 billion, representing year-over-year growth of about 7%. McDonald’s is heading into its quarterly results against a mixed operating backdrop marked by resilient demand for value offerings but persistent macro and cost pressures. The company continues to face weaker traffic among lower-income consumers amid ongoing inflation , while discounting, promotions and menu innovation have supported sales but weighed on margins alongside restructuring and rising input costs such as beef . Signs of anti-American sentiment and softer demand in certain markets, even as value positioning helps quick-service chains capture trade-down spending. In India, the local franchisee is pushing faster delivery to revive same-store sales in a competitive environment with elevated expenses. Together, recent developments point to steady top-line support from pricing, promotions and convenience initiatives, offset by demand softness at the low end and cost headwinds across key markets. According to Alpha’s Quant Rating system, MCD is rated Hold with an overall score of 3.21 out of 5, reflecting an A+ grade in terms of profitability but has a D- in terms of valuation. An analyst said McDonald’s outlook hinges on pricing-led growth and cash flow durability, noting that “revenue growth is expected to be ticket-driven, not volume-led, as lower-income consumer traffic remains pressured,” and adding that “cash conversion is the critical variable.” Over the last two years, MCD has beaten EPS estimates 50% of the time and has beaten revenue estimates 50% of the time. Over the past three months, EPS estimates have seen 15 upward revisions and 10 downward revisions. Revenue estimates have seen 17 upward revisions and three downward moves. More on Corebrid...
Secondaries firm Coller Capital closed a deal to extend the life of an Ares Management Corp. private credit portfolio, amassing more than $1.3 billion in total commitments. The deal will transfer a 2018-vintage portfolio of first-lien, floating-rate loans to sponsor-backed middle-market companies into a new continuation vehicle that will continue to be managed by Ares, according to a statement Tue...
Secondaries firm Coller Capital closed a deal to extend the life of an Ares Management Corp. private credit portfolio, amassing more than $1.3 billion in total commitments. The deal will transfer a 2018-vintage portfolio of first-lien, floating-rate loans to sponsor-backed middle-market companies into a new continuation vehicle that will continue to be managed by Ares, according to a statement Tuesday. Continuation funds allow investors to roll over their investments, and have become an increasingly popular way for buyout firms to avoid selling assets at a discount. The market for such secondhand stakes has become one of private credit’s fastest-growing segments. The credit secondaries market nearly doubled in 2025, with annual transaction volume reaching $20 billion — up from the $10.9 billion tally recorded in 2024, according to Evercore. Read Going Private: Tariff Tumult to Fuel Secondaries Boom Swedish private equity firm EQT AB is buying Coller in a $3.2 billion deal to expand its reach into the secondaries market. The deal is expected to close in the third quarter. Back in August, Coller linked up with middle-market direct lender TPG Twin Brook Capital Partners to establish a $3 billion continuation fund. In December, Pantheon looked to raise at least $6 billion across two credit secondaries funds and a new evergreen vehicle, which preceded a debut private credit secondaries strategy in January from Ares, which collected $7.1 billion. “Continuation vehicles are becoming an increasingly important tool, enabling managers to offer LPs liquidity as well as exposure to well-performing assets,” said Edward Goldstein , chief investment officer of Coller Credit Secondaries.
Nvidia stock wasn’t doing all that much on Tuesday as the chip maker continues to struggle within a trading range. Nvidia shares were down 0.2% at $189.76 on Tuesday after rising 2.5% on Monday. Nvidia’s main supplier Taiwan Semiconductor Manufacturing reported a 37% rise in its January revenue from the same period last year.
Nvidia stock wasn’t doing all that much on Tuesday as the chip maker continues to struggle within a trading range. Nvidia shares were down 0.2% at $189.76 on Tuesday after rising 2.5% on Monday. Nvidia’s main supplier Taiwan Semiconductor Manufacturing reported a 37% rise in its January revenue from the same period last year.
The Avantis All Equity Markets ETF is seeing unusually high volume in afternoon trading Tuesday, with over 185,000 shares traded versus three month average volume of about 34,000. Shares of AVGE were up about 0.1% on the day. Components of that ETF with the highest volume on Tuesday were Avantis International Equity ETF, trading up about 0.4% with over 594,000 shares changing hands so far this ses...
The Avantis All Equity Markets ETF is seeing unusually high volume in afternoon trading Tuesday, with over 185,000 shares traded versus three month average volume of about 34,000. Shares of AVGE were up about 0.1% on the day. Components of that ETF with the highest volume on Tuesday were Avantis International Equity ETF, trading up about 0.4% with over 594,000 shares changing hands so far this session, and Avantis Emerging Markets Equity ETF, up about 0.1% on volume of over 480,000 shares. Avantis International Small Cap Value ETF is the component faring the best Tuesday, up by about 1.1% on the day, while Avantis U.S. Large Cap Value ETF is lagging other components of the Avantis All Equity Markets ETF, trading lower by about 0.2%. VIDEO: Tuesday's ETF with Unusual Volume: AVGE The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
watch now VIDEO 3:53 03:53 Securing a low credit card rate: Here's what consumers should know Squawk Box Americans ended 2025 more in debt than ever before. Credit card balances hit a fresh high in the fourth quarter, rising by $44 billion to $1.28 trillion, according to a new report on household debt by the Federal Reserve Bank of New York released Tuesday. That's a 5.5% jump from a year earlier....
watch now VIDEO 3:53 03:53 Securing a low credit card rate: Here's what consumers should know Squawk Box Americans ended 2025 more in debt than ever before. Credit card balances hit a fresh high in the fourth quarter, rising by $44 billion to $1.28 trillion, according to a new report on household debt by the Federal Reserve Bank of New York released Tuesday. That's a 5.5% jump from a year earlier. The central bank's monthly Survey of Consumer Expectations , released Monday, also found that fewer consumers expect their households' financial situations to be better off a year from now — and a larger share expect to be worse off. 'Evidence consistent with a K-shaped economy' Julpo | E+ | Getty Images Near the end of the year, credit card debt often ticks higher as consumers increase their spending during the peak holiday shopping season. "Given what we are seeing in the labor market, spending is holding up quite well," the New York Fed researchers said on a press call Tuesday. Even as the job market shows signs of strain , consumer spending has largely stayed strong. However, that has been attributed to robust buying by higher-end consumers , other research shows. "You see evidence consistent with a 'K-shaped' economy," the New York Fed researchers said. "Some groups are really struggling." Read more CNBC personal finance coverage Credit card debt tops $1.28 trillion, consistent with 'K-shaped' economy: NY Fed How affordability led to a chasm between stock prices, consumer optimism Student loan complaints at record high, CFPB finds, but agency omits details Following Super Bowl ad, Trump accounts launch a new sign-up option Some student loan borrowers wait over a year for public servant debt forgiveness Trump's 'big beautiful bill' may spur the rise of 'un-college,' experts say First the quarter zip, now a '401(k) mullet' — what trends say about the economy How Trump's child tax credit changes could impact your refund this season Some older Americans are 'unretiring' t...
A company's own top management tend to have the best inside view into the business, so when company officers make major buys, investors are wise to take notice. Presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting...
A company's own top management tend to have the best inside view into the business, so when company officers make major buys, investors are wise to take notice. Presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting progress within the company, or maybe both. So in this series we look at the largest insider buys by the ''top brass'' over the trailing six month period, one of which was a total of $101K by Jacques Chappuis, Executive Vice President at Prudential Financial Inc (Symbol: PRU). Purchased Insider Title Shares Price/Share Value 02/06/2026 Jacques Chappuis Executive Vice President 1,000 $100.97 $100,970.00 Chappuis's average cost works out to $100.97/share. Shares of Prudential Financial Inc were changing hands at $103.31 at last check, trading up about 1.3% on Tuesday. The chart below shows the one year performance of PRU shares, versus its 200 day moving average: Looking at the chart above, PRU's low point in its 52 week range is $90.38 per share, with $119.76 as the 52 week high point — that compares with a last trade of $103.31. The current annualized dividend paid by Prudential Financial Inc is $5.6/share, currently paid in quarterly installments, and its most recent dividend has an upcoming ex-date of 02/17/2026. Below is a long-term dividend history chart for PRU, which can be of good help in judging whether the most recent dividend with approx. 5.5% annualized yield is likely to continue. Click here to find out which other top insider buys by the ''top brass'' you need to know about » Also see: GATX Average Annual Return HYDI Insider Buying BXMT Price Target The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
"Following his conviction any contact was extremely limited and I have not seen or spoken to him in years. Twice I was at events organised by other people, which he attended, and once I saw him to check on his welfare after concerns were raised through others."
"Following his conviction any contact was extremely limited and I have not seen or spoken to him in years. Twice I was at events organised by other people, which he attended, and once I saw him to check on his welfare after concerns were raised through others."
Earnings Call Insights: Axalta Coating Systems Ltd. (AXTA) Q4 2025 Management View CEO Chrishan Anthon Villavarayan reported "another period of strong operational execution, solid margin performance and record cash generation." He noted net sales of approximately $1.3 billion, adjusted EBITDA of $272 million with a 21.5% margin, and adjusted diluted EPS of $0.59. Villavarayan highlighted, "This ma...
Earnings Call Insights: Axalta Coating Systems Ltd. (AXTA) Q4 2025 Management View CEO Chrishan Anthon Villavarayan reported "another period of strong operational execution, solid margin performance and record cash generation." He noted net sales of approximately $1.3 billion, adjusted EBITDA of $272 million with a 21.5% margin, and adjusted diluted EPS of $0.59. Villavarayan highlighted, "This marks our seventh consecutive quarter at or above our A Plan margin target of 21%, underscoring the strength of our commercial discipline, pricing actions and cost management." Villavarayan emphasized record annual financial performance, with adjusted EBITDA of $1.13 billion, margins expanding over 500 basis points to 22%, and adjusted diluted EPS up about 55% since 2022. "Free cash flow came in at $466 million, an increase of over $300 million compared to 2022. These are exceptional results that highlight our strongest financial performance on record." Key operational achievements included $300 million in variable cost reductions, over 6% reduction in fixed expenses, and $196 million in CapEx investment. The company added over 2,800 net new body shops in Refinish and secured $60 million in net new wins in Mobility Coatings. The proposed merger of equals with AkzoNobel was described as "an extraordinary value creation opportunity," with Villavarayan stating, "We expect to create a global leader with phenomenal scale and end market diversification, significant free cash flow generation, EBITDA margins approaching 20% and an investment-grade credit rating and balance sheet flexibility. Additionally, we identified $600 million in synergy potential." CFO Carl Anderson reported, "In the fourth quarter, net sales declined 4% year-over-year due to lower volumes in North America across all of our businesses." He cited a 70 basis point drop in gross margins and a net income of $60 million, impacted by higher tax expense and $21 million in merger transaction costs. He added, "Interest ...
Earnings Call Insights: Corebridge Financial (CRBG) Q4 2025 Management View Marc Costantini, President, CEO & Director, recognized outgoing CEO Kevin Hogan and outlined his vision: "Corebridge had a strong year in 2025. Earnings per share were up 4% year-over-year. Return on average equity was up 20 basis points and capital returned to our shareholders was up 13%." He emphasized the launch of the ...
Earnings Call Insights: Corebridge Financial (CRBG) Q4 2025 Management View Marc Costantini, President, CEO & Director, recognized outgoing CEO Kevin Hogan and outlined his vision: "Corebridge had a strong year in 2025. Earnings per share were up 4% year-over-year. Return on average equity was up 20 basis points and capital returned to our shareholders was up 13%." He emphasized the launch of the MarketLock RILA product, which quickly joined the top 10 providers and is now available through over 200 distribution partners, with expectations for continued growth in 2026. He described Corebridge's ability to allocate capital flexibly, highlighting a 24% growth in Institutional Markets sales, led by pension risk transfers and guaranteed investment contracts. Costantini announced a 4% dividend increase to $0.25 per share and confirmed that the board approved this move. Costantini stated: "We grew Institutional Markets sales by 24%, overall, led by pension risk transfers and guaranteed investment contracts to drive both current and future earnings growth...In 2025, Corebridge executed the industry's largest variable annuity reinsurance transaction to date." He also noted, "Our legacy liabilities comprised approximately 1% of the balance sheet." Costantini added a fifth strategic pillar, "Win With Customers," emphasizing product innovation and a superior customer value proposition. He identified a $30 billion opportunity from expanding Wealth Management through IRA rollovers, enhancing adviser force, and upgrading digital capabilities. Costantini also highlighted continued investment to accelerate digitization and productivity. Elias Habayeb, Executive VP & CFO, reported, "We reported adjusted pretax operating income of $760 million or operating EPS of $1.22, representing a 15% year-over-year increase." He added, "Our adjusted ROE was 12.5%, an increase of 140 basis points from the fourth quarter of 2024." Outlook Habayeb stated, "We expect to grow our total sources of inc...