AGNC Investment press release ( AGNC ): Q4 Non-GAAP EPS of $0.35 misses by $0.02 . Excludes $(0.01) per common share of estimated "catch-up" premium amortization cost due to change in projected constant prepayment rate ("CPR") estimates $0.89 comprehensive income per common share, comprised of: $0.83 net income per common share $0.06 other comprehensive income ("OCI") per common share on investmen...
AGNC Investment press release ( AGNC ): Q4 Non-GAAP EPS of $0.35 misses by $0.02 . Excludes $(0.01) per common share of estimated "catch-up" premium amortization cost due to change in projected constant prepayment rate ("CPR") estimates $0.89 comprehensive income per common share, comprised of: $0.83 net income per common share $0.06 other comprehensive income ("OCI") per common share on investments marked-to-market through OCI More on AGNC Investment AGNC Investment: 3 Floating Preferred Shares Offer Over 9% Yield If You Want mREIT Dividends, Rithm Capital Outshines AGNC Investment Flight To Safety: Why AGNC's 13.4% Dividend Is The Ultimate Recession Hedge Earnings week ahead: TSLA, META, MSFT, AAPL, T, BA, V, MA, GM, CVX, XOM, and more AGNC Investment Q4 2025 earnings preview - Sentiment positive on spreads tightening
From the Department of Bizarre Anomalies: Microsoft has suppressed an unexplained anomaly on its network that was routing traffic destined to example.com—a domain reserved for testing purposes—to a maker of electronics cables located in Japan. Under the RFC2606 —an official standard maintained by the Internet Engineering Task Force—example.com isn't obtainable by any party. Instead it resolves to ...
From the Department of Bizarre Anomalies: Microsoft has suppressed an unexplained anomaly on its network that was routing traffic destined to example.com—a domain reserved for testing purposes—to a maker of electronics cables located in Japan. Under the RFC2606 —an official standard maintained by the Internet Engineering Task Force—example.com isn't obtainable by any party. Instead it resolves to IP addresses assigned to Internet Assiged Names Authority. The designation is intended to prevent third parties from being bombarded with traffic when developers, penetration testers, and others need a domain for testing or discussing technical issues. Instead of naming an Internet-routable domain, they are to choose example.com or two others, example.net and example.org. Misconfig gone, but is it fixed? Output from the terminal command cURL shows that devices inside Azure and other Microsoft networks have been routing some traffic to subdomains of sei.co.jp, a domain belonging to Sumitomo Electric. Most of the resulting text is exactly what’s expected. The exception is the JSON-based response. Here’s the JSON output from Friday: Read full article Comments
Sergio Delle Vedove Nike ( NKE ) plans to cut 775 jobs at the company's distribution centers as it looks to sharpen its supply chain footprint and accelerate the use of automation, sources told CNBC. The job cuts are separate from the 1,000 corporate job eliminations that were announced last summer. Nike ( NKE ) confirmed in a media statement that the layoffs primarily affect its U.S. distribution...
Sergio Delle Vedove Nike ( NKE ) plans to cut 775 jobs at the company's distribution centers as it looks to sharpen its supply chain footprint and accelerate the use of automation, sources told CNBC. The job cuts are separate from the 1,000 corporate job eliminations that were announced last summer. Nike ( NKE ) confirmed in a media statement that the layoffs primarily affect its U.S. distribution operations and are designed to reduce complexity, improve flexibility, and build a more responsive, resilient, responsible, and efficient operation. "We’re taking steps to strengthen and streamline our operations so we can move faster, operate with greater discipline, and better serve athletes and consumers," read part of the statement. Nike said in the statement. “We are sharpening our supply chain footprint, accelerating the use of advanced technology and automation, and investing in the skills our teams need for the future.” CEO Elliott Hill has set a broad goal at Nike ( NKE ) to get the athletic apparel and footwear giant back to long-term, profitable growth. Hill returned to Nike ( NKE ) as president and CEO on October 14, 2024. Shares of Nike ( NKE ) are up 2.1% for the early part of 2026. Wall Street analysts have a consensus Buy rating on the stock, while Seeking Alpha analysts are more cautious with a Hold rating. More on Nike Nike: Too Little Room For Error Nike: Too Early To Call A Comeback Nike: On A Long And Winding Road To Recovery - Buy Tariff uncertainty lingers as SCOTUS delays ruling; import-exposed stocks under pressure Nike sells its RTFKT subsidiary following the collapse of the NFT industry
Wes Edens ’ New Fortress Energy Inc. is ironing out a proposed restructuring support agreement that would see creditors get preferred equity in the reorganized liquefied natural gas operator, according to people familiar with the situation. Under the proposal, bondholders would take control of the company’s Brazilian assets, while term loan lenders would see recoveries through value tied to FLNG 1...
Wes Edens ’ New Fortress Energy Inc. is ironing out a proposed restructuring support agreement that would see creditors get preferred equity in the reorganized liquefied natural gas operator, according to people familiar with the situation. Under the proposal, bondholders would take control of the company’s Brazilian assets, while term loan lenders would see recoveries through value tied to FLNG 1, an offshore LNG facility near Altamira, Mexico, said the people, who asked not to be identified discussing a private matter. The recovery value for its term loan debt would also be tied to a terminal in Puerto Rico and other downstream assets, they said. The reorganization plan would be executed in the UK as the company looks to ease its debt burden and continue operations, said the people, adding that the firm’s common shares wouldn’t be canceled. Still, talks are fluid and terms of the deal may change, the people said. Read More: How Billionaire Wes Edens’ Big Energy Dream Hit the Rocks Representatives for New Fortress and the firm’s adviser Houlihan Lokey Inc. declined to comment. The workout talks come as the firm has struggled to manage delayed projects that have dented cash flow, heaping more pressure on its already distressed debt stack. New Fortress entered into a forbearance agreement with lenders late last year after missing a roughly $30.6 million interest payment on its term loan B facility due in 2028, according to a filing. At the time, it also told lenders that it planned to miss other payments slated for Dec. 31. More recently, New Fortress asked creditors for more time to negotiate a restructuring before a forbearance period on some of its borrowings expired on Jan. 9. If New Fortress can’t secure an extension, debtholders can accelerate principal payments and push the company into a bankruptcy process, since its entire debt pile would come due, the regulatory filings show. It listed total debt of $8.9 billion in a financial report for the three months th...
PhanuwatNandee/iStock via Getty Images Headline Noise: A Short-Term Distraction from Top Growth Stocks Geopolitical headlines continue to inject uncertainty into global markets with renewed U.S. tensions involving Greenland’s sovereignty, while Iran and Venezuela have also weighed on investor sentiment. Some company-specific headlines are also cropping up as earnings season begins to focus more on...
PhanuwatNandee/iStock via Getty Images Headline Noise: A Short-Term Distraction from Top Growth Stocks Geopolitical headlines continue to inject uncertainty into global markets with renewed U.S. tensions involving Greenland’s sovereignty, while Iran and Venezuela have also weighed on investor sentiment. Some company-specific headlines are also cropping up as earnings season begins to focus more on tech and AI-related companies. Historically, these market events tend to pressure stocks perceived as expensive, cyclical, or tied to global growth, even when company fundamentals remain intact. The result is often short-term multiple compression rather than lasting impairment. As markets are held back by risk-off sentiment, many growth stocks with strong profitability and forward earnings have pulled back along with weaker names. This creates opportunity. Slowing Momentum Presents Opportunity for Select Stocks Seeking Alpha The following three stocks, all of which are current holdings in my Alpha Picks and among my Top 10 AI Stocks for 2026 , are supported by superior growth and profitability metrics, yet have recently pulled back amid geopolitical uncertainty and other headline noise. For investors willing to look beyond superficial distraction, these dips may represent attractive entry points before fundamentals return to the forefront of investor focus. How I Chose Three "Buy-the-Dip" Stocks The three stocks I chose to highlight buy-the-dip opportunities amid the Greenland focus , geopolitical uncertainty, and headline noise are companies I know intimately because they're holdings in my Alpha Picks portfolio, and I’ve covered them in premium articles in recent weeks. Since I follow their performance and I know their growth and profitability stories, I can see that recent downside pressure on these stocks may present short-term buying opportunities. 1. Celestica Inc. ( CLS ) Market Capitalization: $34.90B Quant Rating: Strong Buy Quant Sector Ranking (as of 01/26/2026):...
The UK has lost its status as a measles-free country after a rise in deaths from the disease and fall in the proportion of children having the MMR jab in recent years. The World Health Organization said it no longer classified Britain as having eliminated measles because the disease had become re-established. The UK is one of six countries in Europe and central Asia that the WHO says is no longer ...
The UK has lost its status as a measles-free country after a rise in deaths from the disease and fall in the proportion of children having the MMR jab in recent years. The World Health Organization said it no longer classified Britain as having eliminated measles because the disease had become re-established. The UK is one of six countries in Europe and central Asia that the WHO says is no longer measles-free, the others being Spain, Austria, Armenia, Azerbaijan and Uzbekistan. The WHO had adjudged the UK to have eliminated the disease between 2021 and 2023, but recent increases in the number of recorded cases – there were 3,681 in 2024 – and rises in the number of outbreaks and deaths has led to a rethink. There were 20 deaths from measles in the six years between 2019 and 2025, the same number as in the 19 years between 1999 and 2018. Doctors, public health experts and local councils said the WHO’s decision reflected the country’s diminishing uptake of the MMR vaccination, which they linked to vaccine hesitancy and parents’ difficulty in getting appointments for their child to be immunised. Dr Simon Williams, a public health researcher at Swansea University, said: “It’s sad to see the UK losing its measles elimination status, although it’s not surprising given outbreaks in recent years. Measles is an eminently preventable disease but vaccine coverage of MMR has declined. We are seeing vaccine hesitancy growing in the UK, as in many countries, and social media-based conspiracies about MMR are a factor.” He said the decision by the UN health body “is a wake-up call that more needs to be done” to get rates of MMR in children in the UK back up to the 95% that the organisation says is needed to eliminate measles, mumps and rubella altogether through herd immunity. The WHO’s European regional verification commission for measles and rubella elimination said it “noted with concern the loss of measles elimination status in some member states, including some with high-perfo...
FFB Bancorp press release ( FFBB ): Q4 GAAP EPS of $1.07. Revenue of $23.33M. Pre-provision net revenue decreased 7% to $8.60 million from the previous quarter and decreased 43% when compared to the same quarter of the prior year. Provision expense increased 472% to $3.93 million from the previous quarter and increased 135% when compared to the same quarter of the prior year. Total assets increase...
FFB Bancorp press release ( FFBB ): Q4 GAAP EPS of $1.07. Revenue of $23.33M. Pre-provision net revenue decreased 7% to $8.60 million from the previous quarter and decreased 43% when compared to the same quarter of the prior year. Provision expense increased 472% to $3.93 million from the previous quarter and increased 135% when compared to the same quarter of the prior year. Total assets increased 5% to $1.58 billion from the previous quarter and increased 5% when compared to the same quarter of the prior year. Total portfolio of loans increased 7% to $1.20 billion from the previous quarter and increased 12% when compared to the same quarter for the prior year. Total deposits increased 7% to $1.34 billion from the previous quarter and increased 5% when compared to the same quarter of the prior year. Shareholder equity increased 3% to $184.80 million from the previous quarter and increased 10% when compared to the same quarter for the prior year. Book value per common share increased 3% to $61.64, when compared to the previous quarter, and increased 16% from the same quarter of the prior year. Return on average equity (“ROAE”) was 6.79%. Return on average assets (“ROAA”) was 0.81%. The Company’s tangible common equity ratio was 11.68%, while the Bank’s regulatory leverage capital ratio was 15.04%, and the total risk-based capital ratio was 20.54% at December 31, 2025. More on FFB Bancorp Seeking Alpha’s Quant Rating on FFB Bancorp Financial information for FFB Bancorp
Justin Paget/DigitalVision via Getty Images This is a follow-up to my previous article on Forestar Group ( FOR ), which I last wrote about back in April 2024 . The company recently reported earnings for Q1 FY26 , which provides insights into the remainder of FY26, which ends in September. While I rated Forestar a 'strong buy' back in 2024, the stock has significantly underperformed since then, dro...
Justin Paget/DigitalVision via Getty Images This is a follow-up to my previous article on Forestar Group ( FOR ), which I last wrote about back in April 2024 . The company recently reported earnings for Q1 FY26 , which provides insights into the remainder of FY26, which ends in September. While I rated Forestar a 'strong buy' back in 2024, the stock has significantly underperformed since then, dropping about 22% as compared to the S&P 500's ( SPY ) 35% gain since then. So, my theory that Forestar was a strong buy turned out to be wrong. Forestar missed its earnings estimates for 5 out of 7 quarters since then, which may have led to the underperformance. The home buying market has been experiencing suppressed demand due to affordability issues for first-time home buyers. The good news is that Forestar has an attractive low valuation. So, when a strong enough positive catalyst comes along, the stock should recover strongly. That may take more time. Insights From Forestar's Q1 FY26 Results Forestar achieved mostly strong results for Q1 FY26 with 9% yoy revenue growth to $273 million, beating estimates by $7.52 million. The company “sold 1,944 lots in Q1 with an average sales price of $121,000.” Forestar increased its book value per share by 10% to $35.10. The one poor metric was that GAAP EPS declined about 6% yoy to $0.30, missing estimates by $0.02 per share. Forestar's contracted backlog should provide $2.2 billion in future revenue. FOR's gross margin declined to 20.1% in Q1 2026 as compared to 22% in Q1 2025. However, Forestar explained that Q1 was negatively impacted by a tract sale with an unusually low margin. If the impact of this sale is excluded, the Q1 2026 gross margin would have been about 21.5%. I would prefer to see the gross margin increase above 22% without the impact of the low-margin tract sale. The market for new homes can be summed up with lower demand due to “affordability constraints and cautious consumer sentiment.” However, there is a bright s...
The following companies are expected to report earnings prior to market open on 01/27/2026. Visit our Earnings Calendar for a full list of expected earnings releases. UnitedHealth Group Incorporated (UNH)is reporting for the quarter ending December 31, 2025. The hmo company's consensus earnings per share forecast from the 12 analysts that follow the stock is $2.09. This value represents a 69.31% d...
The following companies are expected to report earnings prior to market open on 01/27/2026. Visit our Earnings Calendar for a full list of expected earnings releases. UnitedHealth Group Incorporated (UNH)is reporting for the quarter ending December 31, 2025. The hmo company's consensus earnings per share forecast from the 12 analysts that follow the stock is $2.09. This value represents a 69.31% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for UNH is 21.86 vs. an industry ratio of -8.90, implying that they will have a higher earnings growth than their competitors in the same industry. RTX Corporation (RTX)is reporting for the quarter ending December 31, 2025. The aerospace and defense company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.46. This value represents a 5.19% decrease compared to the same quarter last year. In the past year RTX has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 19.72%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for RTX is 31.60 vs. an industry ratio of -5.80, implying that they will have a higher earnings growth than their competitors in the same industry. Boeing Company (BA)is reporting for the quarter ending December 31, 2025. The aerospace and defense company's consensus earnings per share forecast from the 8 analysts that follow the stock is $-0.40. This value represents a 93.22% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BA is -26.38 vs. an industry ratio of -5.80. NextEra Energy, Inc. (NEE)is reporting for the quarter ending December 31, 2025. The electric power utilities company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.53. This value represents a no change for the same quarter last year. In...
President Donald Trump said he would make countering immigration one of his flagship policies during his second term in The White House, promising an unprecedented number of deportations. A year in, data shows that deportations by Immigration and Customs Enforcement (ICE) and Customs and Border Protection have surpassed at least 350,000 people. ICE has taken center stage in Trump’s mass removal ca...
President Donald Trump said he would make countering immigration one of his flagship policies during his second term in The White House, promising an unprecedented number of deportations. A year in, data shows that deportations by Immigration and Customs Enforcement (ICE) and Customs and Border Protection have surpassed at least 350,000 people. ICE has taken center stage in Trump’s mass removal campaign, raiding homes, workplaces, and public parks in search of undocumented people, prompting widespread protests and resistance from communities across the United States. ICE uses several technologies to identify and surveil individuals. Homeland Security has also used the shadow of Trump’s deportations to challenge long-standing legal norms, including forcibly entering homes to arrest people without a judicial warrant, a move that legal experts say violates the Fourth Amendment protections against unreasonable searches and seizures. Here are some of the technologies that ICE is relying on. Cell-site simulators ICE has a technology known as cell-site simulators to snoop on cellphones. These surveillance devices, as the name suggests, are designed to appear as a cellphone tower, tricking nearby phones to connect to them. Once that happens, the law enforcement authorities who are using the cell-site simulators can locate and identify the phones in their vicinity, and potentially intercept calls, text messages, and internet traffic. Cell-site simulators are also known as “stingrays,” based on the brand name of one of the earliest versions of the technology, which was made by U.S. defense contractor Harris (now L3Harris); or IMSI catchers, a technology that can capture a nearby cell phone’s unique identifier which law enforcement can use for identifying the phone’s owner. In the last two years, ICE has signed contracts for more than $1.5 million with a company called TechOps Specialty Vehicles (TOSV), which produces customized vans for law enforcement. A contract worth more ...
It's time to find a game plan that works for you. You'd hoped to make steady retirement contributions in 2025 or maybe even increase your contribution rate. But for one reason or another, that didn't happen. Maybe you lost your job, or you got sick and couldn't work for a while. Maybe one too many unplanned bills got in the way. It's natural to feel frustrated, but unless you plan to retire in the...
It's time to find a game plan that works for you. You'd hoped to make steady retirement contributions in 2025 or maybe even increase your contribution rate. But for one reason or another, that didn't happen. Maybe you lost your job, or you got sick and couldn't work for a while. Maybe one too many unplanned bills got in the way. It's natural to feel frustrated, but unless you plan to retire in the next week, you probably still have time to make some changes. Here are three things that could help you get your retirement plan back on track. 1. Take advantage of your 401(k) match Try to claim as much of your 401(k) match as you can afford to each year, if you qualify for one. This is free money, and if your employer matches 100% of your contributions, you could potentially double your annual retirement contributions without a bunch of extra work on your part. Check with your employer if you're not sure how it calculates its 401(k) match. Once you know how much you need to contribute to claim the entire match in 2026, divide that by the number of pay periods remaining in the year to figure out how much you must defer from each paycheck. Aim to get as close to this amount as possible. 2. Look for ways to increase your income Increasing your income is a great option if the bulk of your salary goes toward daily expenses. There are different ways you could approach this. Working overtime is one option. You could also consider starting a side hustle or looking for better-paying positions elsewhere. When you come into extra money, set aside at least a portion of it for your retirement savings. Do this right away if possible. Otherwise, lifestyle creep could eat it up before you realize it. 3. Revise your retirement plan when all else fails While it may not be what you want, pushing back your retirement could be your best option if you're well behind and don't believe you'll be able to catch up by your planned retirement date. Or you could opt for a phased retirement, graduall...
In this article USAR USAR Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 5:25 05:25 USA Rare Earth CEO breaks down $1.6B in funding from Commerce Department Power Lunch USA Rare Earth CEO Barbara Humpton spoke with Secretary of Commerce Howard Lutnick one month after taking the helm at the critical minerals startup, pitching its assets to the federal government. Humpton's November...
In this article USAR USAR Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 5:25 05:25 USA Rare Earth CEO breaks down $1.6B in funding from Commerce Department Power Lunch USA Rare Earth CEO Barbara Humpton spoke with Secretary of Commerce Howard Lutnick one month after taking the helm at the critical minerals startup, pitching its assets to the federal government. Humpton's November 2025 conversation with Lutnick would ultimately lead to a proposed deal that will provide USA Rare Earth with about $1.6 billion in funding, subject to certain conditions, and a U.S. government equity stake in the company. The CEO, in an exclusive interview with CNBC's Brian Sullivan on Monday, gave rare insight into how the federal government plans equity stakes in mining companies and aims to reduce U.S. dependence on China. "One of my first objectives was to make sure the U.S. government understood the assets we have under management, so they could begin to see how that fits into the various issues they are so urgently working on," Humpton told CNBC in the interview. Seasoned executive Humpton, who took the reins at USA Rare Earth in October, is a seasoned executive who led Siemens USA for seven years. She was also an executive at defense contractors Booz Allen Hamilton and Lockheed Martin earlier in her career. The deal disclosed on Monday briefly sent USA Rare Earth's stock soaring 29% before it settled back to about a 7% gain. The agreement could turn USA Rare Earth into a second leg of the rare earth supply chain that the Trump administration is building. The Pentagon struck a landmark deal with MP Materials last summer that included an equity stake, price floor and long-term agreement to buy a specific amount of rare earth minerals and magnets. The proposed deal with USA Rare Earth does not include a price floor or offtake agreement. USA Rare Earth is planning to commission a magnet manufacturing facility in the first quarter of 2026 in Stillwater, Oklahoma and sta...
A view of Yuehai Subdistrict in Shenzhen’s Nanshan district. Photo: VCG Guangdong province, China’s largest regional economy, expanded by 3.9% in 2025, falling short of its official goal and trailing the national average as the country’s top manufacturing hub continues to grapple with a prolonged property slump. The province’s gross domestic product rose to 14.58 trillion yuan ($2.1 trillion) last...
A view of Yuehai Subdistrict in Shenzhen’s Nanshan district. Photo: VCG Guangdong province, China’s largest regional economy, expanded by 3.9% in 2025, falling short of its official goal and trailing the national average as the country’s top manufacturing hub continues to grapple with a prolonged property slump. The province’s gross domestic product rose to 14.58 trillion yuan ($2.1 trillion) last year, governor Meng Fanli told lawmakers on Monday. That performance lagged the national GDP growth of 5%, placing Guangdong near the bottom among the country’s key economic regions. At the start of 2025, officials had targeted a 5% increase.
00:00 Speaker A So let's start with rare Earth. The company announcing a letter of intent with the US government for access to 1.6 billion in funding and it does come with milestones. and this is for commercial production that would start I believe in late 2028. So it's a while in the future, but tell us some of the details. 00:23 Speaker B Right. Well, definitely the stock seeing some momentum to...
00:00 Speaker A So let's start with rare Earth. The company announcing a letter of intent with the US government for access to 1.6 billion in funding and it does come with milestones. and this is for commercial production that would start I believe in late 2028. So it's a while in the future, but tell us some of the details. 00:23 Speaker B Right. Well, definitely the stock seeing some momentum today up about 6% as we make our way towards the close. And what we do know is that this is going to accelerate USA Rare Earth's mining, processing, and metal-making operations, particularly here in the US, of course. But what they're looking at is their Magnum manufacturing plant in Oklahoma, as well as their round top deposit in West Texas. So some investment there would be flowing through as well. That's expected to begin commercial uh production in 2028. So as you noted, quite some time before then. 01:00 Speaker B But really this comes as we heard late last year how, you know, China makes up a majority of rare earth exports. This is part of a larger initiative by the US government to really get rare earth production back here in the US. Of course, it's important to note here that rare earths are used heavily for defense, missiles even. And so this is integral into, you know 01:21 Speaker A And smartphones and just about everything we use electronic wise on a. So the government, uh just a couple more details here, getting 16.1 million shares plus 17.6 million options and those are basically or warrants, which are basically uh options. And as you said, this is part of the D-China trade because China really corners that uh market. 01:52 Speaker A All right, moving on. We got GameStop. The stock getting a boost as famed investor Michael Bury, remember him, disclosed buying shares of the company and I should add again because uh this was a 2019 story that kind of flew under my radar and erupted in 2020, late 2020, uh early 2021 with the retail revolution and suddenly we knew ...
RHJ/iStock via Getty Images Tronox ( TROX ) +4.9% in Monday's trading after the chemical manufacturing company issued preliminary Q4 revenues that beat estimates and said it plans to shut a titanium dioxide plant in China. Tronox ( TROX ) said it expects to report Q4 revenues of $730M, up 8% Y/Y and 4% Q/Q and well above the $688M analyst consensus estimate from FactSet, comprised of $577M from Ti...
RHJ/iStock via Getty Images Tronox ( TROX ) +4.9% in Monday's trading after the chemical manufacturing company issued preliminary Q4 revenues that beat estimates and said it plans to shut a titanium dioxide plant in China. Tronox ( TROX ) said it expects to report Q4 revenues of $730M, up 8% Y/Y and 4% Q/Q and well above the $688M analyst consensus estimate from FactSet, comprised of $577M from TiO2, $78M from zircon, and $75M from other products. The company said it anticipates a Q4 net loss of $176M, adjusted EBITDA of $57M, and free cash flow of $53M, which it said substantially exceeds its guidance. Tronox ( TROX ) said it plans to permanently close its 46K metric tons/year TiO2 plant in Fuzhou , China, reflecting ongoing weak Chinese domestic demand and increasing costs, particularly for sulfur, plus continued excess Chinese TiO2 production; the shutdown will impact ~550 permanent staff at the plant. The company said it expects to incur $60M-$80M in restructuring and other related charges, primarily in Q4 2025, while estimating cost savings to exceed $15M/year. More on Tronox Tronox: Worrying Dependence On Anti-Dumping In End Markets Tronox: TiO2 Market Inflection Elusive, Wait Out The Demand Weakness Tronox Q3 2025 Earnings Call Presentation
What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed. The confirmation came from an internal memo to employees from TikTok CEO Shou Chew. As a result of the deal, Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, collectively owned 45% of Ti...
What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed. The confirmation came from an internal memo to employees from TikTok CEO Shou Chew. As a result of the deal, Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, collectively owned 45% of TikTok U.S. The total non-Chinese ownership in the new joint venture amounted to 80%, while the Chinese parent company ByteDance kept a 20% stake. The new business was established in compliance with a previous executive order. After the initial pop the shares cooled down to $182.26, up 2.9% from previous close. Is now the time to buy Oracle? Access our full analysis report here, it’s free. What Is The Market Telling Us Oracle’s shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock gained 3% on the news that reports of easing geopolitical tensions in Greenland boosted investor sentiment. The relief rally saw major indices, including the S&P 500 and the tech-heavy Nasdaq Composite, rebound as investors moved back into riskier assets. This positive shift was reflected across the technology landscape, with all of the Magnificent Seven tech firms seeing their shares climb. The easing of international friction reduced market uncertainty, which often encourages investment in growth-oriented sectors like technology. The move was part of a broader market upswing, with the Dow Jones Industrial Average adding 500 points, signaling increased investor confidence. Oracle is down 6.9% since the beginning of the year, and at $182.26 per share, it is trading 44.5% below its 52-week high of $328.33 from September 2025. Investors who bough...
What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed. The confirmation came from an internal memo to employees from TikTok CEO Shou Chew. As a result of the deal, Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, collectively owned 45% of Ti...
What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed. The confirmation came from an internal memo to employees from TikTok CEO Shou Chew. As a result of the deal, Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, collectively owned 45% of TikTok U.S. The total non-Chinese ownership in the new joint venture amounted to 80%, while the Chinese parent company ByteDance kept a 20% stake. The new business was established in compliance with a previous executive order. After the initial pop the shares cooled down to $182.26, up 2.9% from previous close. Is now the time to buy Oracle? Access our full analysis report here, it’s free. What Is The Market Telling Us Oracle’s shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock gained 3% on the news that reports of easing geopolitical tensions in Greenland boosted investor sentiment. The relief rally saw major indices, including the S&P 500 and the tech-heavy Nasdaq Composite, rebound as investors moved back into riskier assets. This positive shift was reflected across the technology landscape, with all of the Magnificent Seven tech firms seeing their shares climb. The easing of international friction reduced market uncertainty, which often encourages investment in growth-oriented sectors like technology. The move was part of a broader market upswing, with the Dow Jones Industrial Average adding 500 points, signaling increased investor confidence. Oracle is down 6.9% since the beginning of the year, and at $182.26 per share, it is trading 44.5% below its 52-week high of $328.33 from September 2025. Investors who bough...
What Happened? Shares of enterprise software giant Oracle (NYSE: ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed. The confirmation came from an internal memo to employees from TikTok CEO Shou Chew. As a result of the deal, Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, collectively owned 45% of T...
What Happened? Shares of enterprise software giant Oracle (NYSE: ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed. The confirmation came from an internal memo to employees from TikTok CEO Shou Chew. As a result of the deal, Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, collectively owned 45% of TikTok U.S. The total non-Chinese ownership in the new joint venture amounted to 80%, while the Chinese parent company ByteDance kept a 20% stake. The new business was established in compliance with a previous executive order. After the initial pop the shares cooled down to $182.26, up 2.9% from previous close. Is now the time to buy Oracle? Access our full analysis report here, it’s free. What Is The Market Telling Us Oracle’s shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock gained 3% on the news that reports of easing geopolitical tensions in Greenland boosted investor sentiment. The relief rally saw major indices, including the S&P 500 and the tech-heavy Nasdaq Composite, rebound as investors moved back into riskier assets. This positive shift was reflected across the technology landscape, with all of the Magnificent Seven tech firms seeing their shares climb. The easing of international friction reduced market uncertainty, which often encourages investment in growth-oriented sectors like technology. The move was part of a broader market upswing, with the Dow Jones Industrial Average adding 500 points, signaling increased investor confidence. Oracle is down 6.9% since the beginning of the year, and at $182.26 per share, it is trading 44.5% below its 52-week high of $328.33 from September 2025. Investors who boug...