Post Holdings press release ( POST ): Q1 Non-GAAP EPS of $0.37. Revenue of $537.3M. Adjusted EBITDA* was $90.3 million, a decrease of $35.0 million, compared to $125.3 million in the prior year period. More on Post Holdings Post Holdings: Double-Digit Buybacks And A Mispriced Stock Post Holdings: Staying Bullish On Cash Flow Growth And Potential EBITDA Surprise Post Holdings, Inc. (POST) Q4 2025 E...
Post Holdings press release ( POST ): Q1 Non-GAAP EPS of $0.37. Revenue of $537.3M. Adjusted EBITDA* was $90.3 million, a decrease of $35.0 million, compared to $125.3 million in the prior year period. More on Post Holdings Post Holdings: Double-Digit Buybacks And A Mispriced Stock Post Holdings: Staying Bullish On Cash Flow Growth And Potential EBITDA Surprise Post Holdings, Inc. (POST) Q4 2025 Earnings Call Transcript Post Holdings to redeem $1.24B of 2029 notes Post Holdings announces pricing of senior notes offering
Thames Valley Police has said it is "assessing the information" after the BBC reported a second woman alleged that she was sent to the UK by Jeffrey Epstein for a sexual encounter with Andrew Mountbatten-Windsor.
Thames Valley Police has said it is "assessing the information" after the BBC reported a second woman alleged that she was sent to the UK by Jeffrey Epstein for a sexual encounter with Andrew Mountbatten-Windsor.
US equity indexes fell ahead of Tuesday's close amid a sell-off in technology, communication service Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US equity indexes fell ahead of Tuesday's close amid a sell-off in technology, communication service Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
“Every morning the opening screen on my Bloomberg is what’s going on with CDS spreads on Oracle debt,” Morgan Stanley Wealth Management CIO Lisa Shalett told Fortune in October, seeming to speak for a market that was increasingly worried about the bursting of a bubble in artificial intelligence. CDS, as students of the 2008 financial crisis know, stands for “credit default swaps,” a financial inst...
“Every morning the opening screen on my Bloomberg is what’s going on with CDS spreads on Oracle debt,” Morgan Stanley Wealth Management CIO Lisa Shalett told Fortune in October, seeming to speak for a market that was increasingly worried about the bursting of a bubble in artificial intelligence. CDS, as students of the 2008 financial crisis know, stands for “credit default swaps,” a financial instrument to hedge against giant debt loads elsewhere in the market. And the reason Shalett highlighted Oracle’s CDS was that the Larry Ellison–founded software giant has stood out as a relative anomaly among the “hyperscaler” companies fueling billions in data center investment for having just too much debt. “If people start getting worried about Oracle’s ability to pay,” Shalett told Fortune, “that’s gonna be an early indication to us that people are getting nervous.” That’s why Bank of America Research wrote on Tuesday that “the lack of clarity on hyperscaler borrowing was the key risk going into 2026,” and why a single press release from Oracle on Sunday carried so much weight, not just with Oracle investors but for the entire AI trade. Announcing its financing plan for 2026, Oracle said it expects to raise $45 billion to $50 billion of gross cash proceeds, and plans to achieve this funding objective by “using a balanced combination of debt and equity financing to maintain a solid investment-grade balance sheet.” The most significant bit, according to BofA Situation Room analysts Yuri Seliger and Sohyun Marie Lee, is that Oracle plans for a single bond deal to cover its debt borrowing needs for the full year, after which it priced $25 billion of bonds on Monday. “This transparency on the timing and the amount of Oracle supply is supportive for the broader market,” the analysts wrote, given how nervous credit markets and analysts like Shalett had been through the back half of 2025. This announcement “chips away at hyperscaler supply risks” by providing absolute certainty on...
Key Points PepsiCo has raised its dividend faster than Coca-Cola in recent years, but the good news for PepsiCo stops there. Coca-Cola is outshining its rival in three key metrics. Despite PepsiCo's faster dividend growth, its Dividend King status may come under pressure soon. 10 stocks we like better than Coca-Cola › On the surface, there are two good reasons for dividend-focused investors to pre...
Key Points PepsiCo has raised its dividend faster than Coca-Cola in recent years, but the good news for PepsiCo stops there. Coca-Cola is outshining its rival in three key metrics. Despite PepsiCo's faster dividend growth, its Dividend King status may come under pressure soon. 10 stocks we like better than Coca-Cola › On the surface, there are two good reasons for dividend-focused investors to prefer PepsiCo (NASDAQ: PEP) over Coca-Cola (NYSE: KO). While both stocks are Dividend Kings with over 50 years of annual dividend increases, PepsiCo offers a significantly higher dividend yield of 3.8% compared to Coca-Cola's 2.8%. PepsiCo has also been raising its payouts much faster than Coca-Cola in recent years, with its dividend rising by 39% since 2021, compared to 21% payout growth for Coca-Cola. But unfortunately for PepsiCo, the favorable comparisons stop there. Coca-Cola has its rival beat in three metrics that make it a much more promising investment, both in terms of capital appreciation and income. These reasons are part of why I prefer Coca-Cola stock to PepsiCo. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » 1. Coca-Cola's earnings growth is leaving PepsiCo's behind Last quarter, Coca-Cola reported adjusted earnings growth of 30%, compared to an 11% retreat in adjusted earnings for PepsiCo. Adjusted earnings, which portray earnings after excluding one-time expenses like acquisitions or litigation expenses, can offer a clearer picture of core operational profitability. That's especially true of both PepsiCo and Coca-Cola, which have taken on a series of acquisitions to diversify their product lineup as fewer people drink soda. And last quarter wasn't a one-off result. Coca-Cola's adjusted earnings growth over the past year is up almost double-digits, while PepsiCo's has shrunk by almost the same amount. This is a sign that Coca-Cola's core operations are expanding profitabili...
Key Points A Wall Street analyst slashed his price target on The Trade Desk. This comes on the heels of executive departures, slowing growth, and rising competition. 10 stocks we like better than The Trade Desk › Shares of The Trade Desk (NASDAQ: TTD) slumped anew on Tuesday, falling as much as 10.7%. As of 3:13 p.m. ET, the stock was still down 9.6%. The catalyst that sent the adtech specialist s...
Key Points A Wall Street analyst slashed his price target on The Trade Desk. This comes on the heels of executive departures, slowing growth, and rising competition. 10 stocks we like better than The Trade Desk › Shares of The Trade Desk (NASDAQ: TTD) slumped anew on Tuesday, falling as much as 10.7%. As of 3:13 p.m. ET, the stock was still down 9.6%. The catalyst that sent the adtech specialist swooning was (another) price target cut courtesy of a Wall Street analyst. 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 » Dimming prospects? KeyBanc analyst Justin Patterson lowered his price target on The Trade Desk to $40, down from $88, while maintaining an overweight (buy) rating on the stock. For those keeping track at home, that still represents potential upside of 35% compared to Monday's closing price -- though investors chose to see the glass as half empty. The analyst cited a challenging environment for small and medium-sized adtech businesses, as larger players increasingly deploy artificial intelligence (AI) to reach their target markets. This comes on the heels of an announcement last week that CFO Alex Kayyal was terminated after just five months on the job. That marked the second CFO departure in less than a year. These are just the latest in a series of developments that have soured some investors on The Trade Desk. Early last year, the company unceremoniously missed its own guidance for the first time as a public company, breaking a streak that stretched back 33 quarters. CEO Jeff Green admitted there had been "a series of small execution missteps," suggesting The Trade Desk would soon return to form. However, its growth has slowed in each quarter since. Beyond that, the company has faced slowing growth and increasing competition. This culmination of factors leaves investors wondering if The Trade Desk's best days have passed. Indeed, th...
Galeh Kholis Pambudi/iStock via Getty Images Introduction Ball Corporation ( BALL ) just reported its Q4 and full-year 2025 numbers that were quite strong and with a decent outlook ahead, giving its share price a boost on the day. I wanted to go through the numbers and give some comments on the outlook and update my valuation model, which tells me that the company is a bit expensive right now, unl...
Galeh Kholis Pambudi/iStock via Getty Images Introduction Ball Corporation ( BALL ) just reported its Q4 and full-year 2025 numbers that were quite strong and with a decent outlook ahead, giving its share price a boost on the day. I wanted to go through the numbers and give some comments on the outlook and update my valuation model, which tells me that the company is a bit expensive right now, unless it can grow at a much better pace than what the management is guiding. Last time I covered BALL was back in July , when I gave it a Buy rating, and with the recent boost in share price, the company seems to be trading a bit over its fair value, prompting me to downgrade to a hold, as I am not going to buy at these prices right now. By the Numbers The company saw its sales increase by around 16.3% y/y to $3.35B, which beat analysts’ estimates by around $240m. Looking at the breakdown of revenue segments to see which ones performed the best, we can see that all segments performed quite well around the globe. The biggest standout is in North and Central America, which grew at almost 22% y/y for the quarter and almost 12% for the full year. The next best performer was EMEA, with around 17.6% growth in Q4 and 15% for the full year, and finally, South America saw 12.4% growth in the quarter and 11% for the year. This performance can be attributed to higher volumes and a favorable price/mix, particularly from contractual pass-through of elevated aluminum costs. In terms of end markets, there was around 5% growth in full-year volumes in energy drinks and non-alcoholic beverages, which helped offset the softer beer demand, which has persisted for multiple quarters. Moving on to the company’s profitability, Q4 non-GAAP EPS came in at around $0.91, which beat estimates by a penny. In terms of margins, operating margins are down for the full year in North/Central America, around 100 bps, up 40 bps in EMEA, and down 10 bps in South America, bringing total operating margins down arou...
National Research press release ( NRC ): Q4 Non-GAAP EPS of $0.16. Revenue of $35.2M. Net Income: GAAP net income was $1.8 million, representing 5% of revenue, and Adjusted Net Income* was $3.4 million, representing 10% of revenue Adjusted EBITDA: Adjusted EBITDA* was $8.7 million, representing 25% of revenue More on National Research National Research: The Turnaround Is Invisible Until It Isn't S...
National Research press release ( NRC ): Q4 Non-GAAP EPS of $0.16. Revenue of $35.2M. Net Income: GAAP net income was $1.8 million, representing 5% of revenue, and Adjusted Net Income* was $3.4 million, representing 10% of revenue Adjusted EBITDA: Adjusted EBITDA* was $8.7 million, representing 25% of revenue More on National Research National Research: The Turnaround Is Invisible Until It Isn't Seeking Alpha’s Quant Rating on National Research Dividend scorecard for National Research Financial information for National Research
台灣接連發生兩宗砍人案 苗栗有男子持摺刀刺傷警員 被開槍擊中胸口 最終不治 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】台灣接連發生兩宗砍人案，其中一宗事發地點是台南，一名足療師持刀，隨機刺傷兩名途人。另一宗在...
台灣接連發生兩宗砍人案 苗栗有男子持摺刀刺傷警員 被開槍擊中胸口 最終不治 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】台灣接連發生兩宗砍人案，其中一宗事發地點是台南，一名足療師持刀，隨機刺傷兩名途人。另一宗在苗栗發生，一名男子在街市揮刀，刺傷警員後被開槍制服，經搶救後不治。 街市傷人案發生在苗栗南苗市場，周三早上一名40歲男子聲稱電話沒有電，向攤檔借電話被拒，他手持摺刀不肯離開。警員接獲民眾報警後到場，雙方對峙期間，其中一名警員被刺傷頭部，之後警方連開兩槍，一槍擊中疑犯胸口，另一槍則誤傷在場一名民眾左手，疑犯送院搶救後，證實不治。 另一宗案件發生在周二晚，一名男子在台南鬧市馬路，突發追砍途人，有傷者跑到旁邊的警署求救，最終由警員將男疑犯制服。警方指被捕人在案發地點附近一間足療店工作，犯案所用的是長約20厘米的足療刀，有報道引述疑犯的同事說，他最近有感情問題，形容他「精神恍惚」。事件中受傷的1男1女分別腹部和背部受傷，台南市長黃偉哲到醫院探望，兩人目前情況穩定。
defun/iStock via Getty Images Thesis As you know, Altimmune, Inc. ( ALT ) has just announced the closing of a $75 million registered direct offering. They ended up issuing about 17 million shares of common stock and pre-funded warrants to a new institutional investor. Management has tipped for the proceeds to be mainly used to fund its upcoming Phase 3 clinical trial of pemvidutide for metabolic d...
defun/iStock via Getty Images Thesis As you know, Altimmune, Inc. ( ALT ) has just announced the closing of a $75 million registered direct offering. They ended up issuing about 17 million shares of common stock and pre-funded warrants to a new institutional investor. Management has tipped for the proceeds to be mainly used to fund its upcoming Phase 3 clinical trial of pemvidutide for metabolic dysfunction-associated steatohepatitis (MASH). Pemvidutide is a dual glucagon and GLP-1 receptor agonist, and the company has just recently reported some pretty positive Phase 2b data. Altimmune has also received an FDA Breakthrough Therapy designation for MASH, so this financing should help out with their balance sheet while they move this program into late-stage development. Going forward, we can expect pemvidutide-related milestones to influence the stock quite a bit in 2026. So I think it's worth taking a look at what's to come this year in terms of the upcoming Phase 3 trial and where I see investor interest falling. Pemvidutide Progression So pemvidutide is a novel, investigational peptide-based therapeutic. It's being developed by Altimmune to act as a balanced 1:1 dual agonist at the glucagon and GLP-1 receptors. And since it has multiple target sites, you would expect it to address multiple conditions. Mechanistically speaking, as an agonist to the GLP-1 receptor, it can suppress appetite and thus promote weight loss. The glucagon receptor activation, on the other hand, is where things get interesting. You see, in mimicking glucagon, it can directly target the liver for a whole host of added benefits, including enhancing fatty acid oxidation, reducing liver fat, inflammation, and fibrosis. In this sense, it can actually provide quite a few benefits beyond weight loss alone. Now, unlike many GLP-1 monotherapies, pemvidutide has been engineered for a once-weekly subcutaneous dosing without any need for gradual dose titration. On the clinical side of things, the candid...
By Echo Wang and Milana Vinn Feb 3 (Reuters) - Nvidia-backed British artificial intelligence group Nscale Global Holdings has hired Goldman Sachs and JPMorgan to prepare for an initial public offering, people familiar with the matter said. The timeline for the potential listing has not yet been set, the sources said, asking not to be identified as the discussions are private. Goldman Sachs, JPM...
By Echo Wang and Milana Vinn Feb 3 (Reuters) - Nvidia-backed British artificial intelligence group Nscale Global Holdings has hired Goldman Sachs and JPMorgan to prepare for an initial public offering, people familiar with the matter said. The timeline for the potential listing has not yet been set, the sources said, asking not to be identified as the discussions are private. Goldman Sachs, JPMorgan and Nscale declined to comment. The move towards a public listing follows a period in which Nscale has expanded its data center capacity to meet soaring demand for AI computing from customers including Microsoft and OpenAI. In September, Nscale raised $1.1 billion from investors including Norway's Aker and Finland's Nokia to help accelerate its data center construction. Bloomberg reported last month that Nscale is working with the banks on a $2 billion new funding round, just three month after raising $1.1 billion from investors, which gave the company a valuation of around $3.1 billion. The Financial Times reported in October that Nscale plans an IPO in the back half of 2026. The company said in October it would deploy around 200,000 Nvidia chips for Microsoft across its data centers in Europe and the United States. Nscale is also part of a $1 billion partnership with OpenAI and Aker to build a large-scale AI data centre in Norway, which was announced in July. Founded in 2024, Nscale is known as a so-called "neocloud," a vertically integrated AI cloud platform that owns and operates its own data centers, GPUs, and software stack to deliver large-scale, GPU-powered AI compute, similar to peers such as CoreWeave. The model is growing in importance as demand for AI compute outpaces hyperscaler supply, increasing the role of specialized GPU-focused operators in the AI ecosystem. CoreWeave went public in March 2025 at a fully diluted valuation of about $23 billion. Its market capitalization climbed significantly in the year that followed, reaching approximately...