marlenka/iStock via Getty Images Introduction My followers may know that I am a devoted follower of Mr. Peter Lynch, who famously frequented the mall with his family to shop for good stocks there. In my own case, the parka from Canada Goose ( GOOS ), in addition to the UGG boots from Deckers Outdoor Corporation ( DECK ) (see my coverage of that stock here and here ) have helped me fend off the col...
marlenka/iStock via Getty Images Introduction My followers may know that I am a devoted follower of Mr. Peter Lynch, who famously frequented the mall with his family to shop for good stocks there. In my own case, the parka from Canada Goose ( GOOS ), in addition to the UGG boots from Deckers Outdoor Corporation ( DECK ) (see my coverage of that stock here and here ) have helped me fend off the cold winters of the Northeast. This is my first article on Goose, but I suppose no one really needs much introduction to the company. So I will dive straight into its last quarter's performance and then zoom out to review its financial performances of the last 10 years. Review of Its Last Quarter Performance Shares of Canada Goose declined by more than 17% after its last quarterly earnings call in February 2026 (see here for details). Let’s put the earnings call under the microscope to see what went on, or more precisely, went wrong there. The company reported a 14% increase in sales. Its adjusted earnings declined by 4% from the same quarter last year to CAD142.3M, beating expectations by CAD0.20 per share. It appears that Mr. Market was concerned that while the revenue momentum of GOOS remained largely intact, its net profitability showed signs of strain. A first glance at its operating expenses helps explain this dynamic. SG&A expenses rose substantially to CAD 313.6 million for the third quarter ended December 28, 2025, up from CAD 247.7 million in the comparable period a year earlier. This $65.9 million increase was primarily attributable to higher costs within the company’s operating segments, which rose by CAD 41.9 million. These increases were driven by the new store openings and the full-quarter impact of stores launched in the prior year. In addition, the company stepped up its investment in marketing, allocating an incremental CAD 13.4 million toward brand awareness campaigns. Its controlling founder/CEO Dan Reiss confirmed this. Reflecting on a 40 basis point compr...
alengo/E+ via Getty Images EnerSys ( ENS ) down 1.3% pre-market Thursday after saying it will close its lead-acid battery manufacturing facility in Tijuana, Mexico, and move most production to its Thin Plate Pure Lead plant in Springfield, Missouri , leveraging its investments to expand capacity within its U.S. m anufacturing network. EnerSys ( ENS ) said it expects to incur a ~$37M pre-tax charge...
alengo/E+ via Getty Images EnerSys ( ENS ) down 1.3% pre-market Thursday after saying it will close its lead-acid battery manufacturing facility in Tijuana, Mexico, and move most production to its Thin Plate Pure Lead plant in Springfield, Missouri , leveraging its investments to expand capacity within its U.S. m anufacturing network. EnerSys ( ENS ) said it expects to incur a ~$37M pre-tax charge under the plan, mostly to be incurred by H2 2027, including $14M as a non-cash charge primarily from equipment writeoffs; the restructuring is expected to deliver an estimated $20M annual pre-tax benefit beginning in 2028. " The closure of our Tijuana facility and the transition of production to Springfield, Missouri, will enable us to optimize our cost structure, maximize near-term advanced manufacturing production tax benefits, and mitigate future risks associated with potential tariffs," President and CEO Shawn O'Connell. More on EnerSys EnerSys: Showing Margin Power But Waiting For Volume Growth EnerSys: AI Data Centers And Grid Constraints Create Multi-Year Opportunity EnerSys Q3 2026 Earnings Call Presentation
If you're looking for market-leading artificial intelligence (AI) stocks that are trading down in 2026 for no good reason, look no further than Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ: META) . Both stocks are down about 10% year to date as of this writing, largely because investors have grown concerned about the amounts they are spending on AI. However, this does not take away from the fa...
If you're looking for market-leading artificial intelligence (AI) stocks that are trading down in 2026 for no good reason, look no further than Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ: META) . Both stocks are down about 10% year to date as of this writing, largely because investors have grown concerned about the amounts they are spending on AI. However, this does not take away from the fact that they are achieving strong growth while trading at attractive valuations. Both stocks have also won over a former long-term bear in Wells Fargo chief equity strategist Ohsung Kwon. The analyst disliked the huge capital expenditures that hyperscalers had been incurring to build out their massive data centers. However, in an interview Monday on CNBC, Kwon said he now thinks free cash flow for these companies may come in above analysts' consensus expectations, and that they are set to see strong revenue growth. He added that if AI is as transformative a technology as predicted, then these companies are not overinvesting in the infrastructure to support it. At their current prices, Kwon sees hyperscalers as more attractive options. Let's take a closer look at why both Amazon and Meta look like buys. Continue reading
Ping An Insurance press release ( PNGAY ): FY Operating profit after tax attributable to shareholders of the parent company was RMB134,415 million, up 10.3% year on year. Net profit attributable to shareholders of the parent company excluding non-recurring gains and losses was RMB143,773 million, up 22.5% year on year. Equity attributable to shareholders of the parent company exceeded RMB1 trillio...
Ping An Insurance press release ( PNGAY ): FY Operating profit after tax attributable to shareholders of the parent company was RMB134,415 million, up 10.3% year on year. Net profit attributable to shareholders of the parent company excluding non-recurring gains and losses was RMB143,773 million, up 22.5% year on year. Equity attributable to shareholders of the parent company exceeded RMB1 trillion for the first time, totaling RMB1,000,419 million, up 7.7% from the beginning of 2025. Ping An plans to pay a final dividend of RMB1.75 per share in cash for 2025. Total cash dividends paid for 2025 will be RMB48,891 million, having risen for 14 consecutive years. Life & Health sustained business growth, increasing NBV by 29.3% year on year to RMB36,897 million. More on Ping An Insurance Seeking Alpha’s Quant Rating on Ping An Insurance Historical earnings data for Ping An Insurance Dividend scorecard for Ping An Insurance Financial information for Ping An Insurance
SMX (Security Matters) ( SMX ) filed for $250M mixed securities shelf. This prospectus is not an offer to sell. Filing More on SMX (Security Matters) Public Limited Company SMX Has Promising Traceability Tech, But Hold For Now SMX: Molecular Traceability Proven, But Dilution And Volatility Loom SMX announces effective date of reverse stock split SMX aligns $250M capital commitment; shares down 11%...
SMX (Security Matters) ( SMX ) filed for $250M mixed securities shelf. This prospectus is not an offer to sell. Filing More on SMX (Security Matters) Public Limited Company SMX Has Promising Traceability Tech, But Hold For Now SMX: Molecular Traceability Proven, But Dilution And Volatility Loom SMX announces effective date of reverse stock split SMX aligns $250M capital commitment; shares down 11% Financial information for SMX (Security Matters) Public Limited Company
格隆汇3月26日｜3月26日美团财报电话会上，CEO王兴表示，在AI革命中，唯一合理的策略是进攻，而不是防守。但美团不会盲目追求成为“词元工厂”，而是将AI视为战略机遇，用于改进、加强甚至彻底变革本地服务这一核心业务。 他透露，自2023年初以来，美团在资本支出和AI人才上进行了大规模投入，“除有云计算业务的企业外，美团在 AI 上的投入规模，大概率是国内企业里最大的，且已经坚持布局三年多了。”美...
格隆汇3月26日｜3月26日美团财报电话会上，CEO王兴表示，在AI革命中，唯一合理的策略是进攻，而不是防守。但美团不会盲目追求成为“词元工厂”，而是将AI视为战略机遇，用于改进、加强甚至彻底变革本地服务这一核心业务。 他透露，自2023年初以来，美团在资本支出和AI人才上进行了大规模投入，“除有云计算业务的企业外，美团在 AI 上的投入规模，大概率是国内企业里最大的，且已经坚持布局三年多了。”美团正继续投入自研基座大模型LongCat，也在和当前行业顶尖的第三方大模型合作，致力于最精准地理解真实物理世界。 王兴认为，AI“超级入口”，关键在于精准理解用户需求，并且高效执行任务，其复杂程度远超“聊天机器人”。 尤其是本地生活领域，消费场景复杂多样、海量商家信息分散，数据和信息未被有效线上化。同时，本地生活平台还需要对履约交付做深入的管理，这是通用AI所欠缺的能力。 基于多年的业务发展，美团掌握了丰富的物理世界信息，并积累了全网最完善的用户真实评价。目前，美团已面向所有用户开放了嵌入美团APP的AI助手“小团”，覆盖了美团本地生活的全品类。用户只需输入服务需求，就可以快速匹配优质商家和商品。 王兴举例表示：“我在望京办公，我的朋友在中关村，我们计划一起吃午饭，但只有2个小时的时间，需要找到一家位于中间地段、味道不错、还要方便停车的川菜馆。”要满足这个常见需求，AI需要掌握地图信息、POI信息，以及餐厅的实时供给信息，否则很难满足用户真正所需。 基于物理世界的海量信息，“小团”可以迅速从全网评价中提炼有价值的信息，并推理出满足用户个性化需求的答案。 王兴表示，未来，模型能力会持续优化，美团也会继续深化 “小团” 在美团 APP 里的融合。“我们希望用新一代AI技术，让美团 APP 成为用户解决本地生活需求的首选平台。我们会强化 AI 搜索能力，强化执行能力，力争把美团升级为领先的AI驱动应用，成为未来本地生活需求的AI入口。”
Advanced Micro Devices (NASDAQ:AMD) stock is trading at around $216 this morning, down approximately 2% as broader market weakness pulls it off Wednesday’s strong close. The retreat follows a 7.26% rally to $220.27 on Wednesday, March 25, a single-day surge that pushed the stock to its highest level in weeks. A 2% pullback after a ... Advanced Micro Devices Retreats After a 7% Rally: Can the Linux...
Advanced Micro Devices (NASDAQ:AMD) stock is trading at around $216 this morning, down approximately 2% as broader market weakness pulls it off Wednesday’s strong close. The retreat follows a 7.26% rally to $220.27 on Wednesday, March 25, a single-day surge that pushed the stock to its highest level in weeks. A 2% pullback after a ... Advanced Micro Devices Retreats After a 7% Rally: Can the Linux CIQ Partnership Keep AMD Competitive?
Roman Tiraspolsky/iStock Editorial via Getty Images Blackstone ( BX ) said the funds it manages have invested $250M in the UAE-based newly established payments and data intelligence technology platform, Advanced Digital Gaming Technology. The news comes amid the Iran war, which has adversely impacted the region's financial markets. The new platform was established through a strategic partnership b...
Roman Tiraspolsky/iStock Editorial via Getty Images Blackstone ( BX ) said the funds it manages have invested $250M in the UAE-based newly established payments and data intelligence technology platform, Advanced Digital Gaming Technology. The news comes amid the Iran war, which has adversely impacted the region's financial markets. The new platform was established through a strategic partnership between Blackstone, Abu Dhabi-based investment company Raya Holding, and technology partners NRT Technology and Sightline Payments to support regulated digital markets globally. ADGT is a premier payments and compliance technology provider to the commercial gaming market. It is the only licensed platform able to contract directly with both land-based venues and online digital platforms. Abu Dhabi-headquartered ADGT plans to initially focus on deployments across the UAE, the Middle East, Africa, and select international corridors. Shares were -2.20% Thursday pre-market to $106.00. Blackstone has had a presence in the UAE since 2010. "We see significant opportunity to deploy capital at scale in the UAE to build companies that can grow both domestically and internationally, despite near-term headwinds," said Blackstone COO Jon Gray. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on Blackstone Wall Street Lunch: Private Credit Funds Face $10B Investor Exit Wave Avoiding Blackstone And Blackstone Secured Lending Even Before BCRED Redemption Surge Blackstone: An Alternative Asset Compounder Built To Outperform Blue Owl, peers push back on private credit risks amid market jitters Blackstone, David Blitzer bet big on Indian Premier League with $1.8B RCB buy
Cars line up outside a gas station early in the morning in Portland, Ore., in 1973. Photo: Smith Collection/VCG Global markets in early 2026 are gripped by a resurrected fear: stagflation. As rate-cut expectations evaporate — and in some quarters, pivot toward hikes — global liquidity is tightening at the top. Nearly all major asset classes outside of energy are buckling. Amid this confusion, trad...
Cars line up outside a gas station early in the morning in Portland, Ore., in 1973. Photo: Smith Collection/VCG Global markets in early 2026 are gripped by a resurrected fear: stagflation. As rate-cut expectations evaporate — and in some quarters, pivot toward hikes — global liquidity is tightening at the top. Nearly all major asset classes outside of energy are buckling. Amid this confusion, traders are blowing the dust off their 1970s playbooks. The two great stagflationary shocks of that decade certainly offer valuable clues. Yet, too many investors are indiscriminately applying 50-year-old lessons to today’s wildly different macroeconomic architecture. The recent lackluster performance of gold is a glaring example.