Mondelēz press release ( MDLZ ): Q4 Non-GAAP EPS of $0.72 beats by $0.02 . Revenue of $10.5B (+9.4% Y/Y) beats by $210M . For 2026, the company expects Organic Net Revenue growth in the range of flat to 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis. The company also expects 2026 Free Cash Flow of approximately $3 billion. The company currently est...
Mondelēz press release ( MDLZ ): Q4 Non-GAAP EPS of $0.72 beats by $0.02 . Revenue of $10.5B (+9.4% Y/Y) beats by $210M . For 2026, the company expects Organic Net Revenue growth in the range of flat to 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis. The company also expects 2026 Free Cash Flow of approximately $3 billion. The company currently estimates currency translation would increase 2026 net revenue growth by approximately 2.0 percent 3 and increase Adjusted EPS by $0.06. Shares -2.5% . More on Mondelēz Mondelez: Solid Dividend, But Don't Get Your Hopes Up (Yet) Mondelez: Sweet Bargain For Dividend Investors Mondelez: A Rare Opportunity To Buy This Snack Powerhouse Below Fair Value Mondelēz Q4 2025 Earnings Preview Government tells Americans to eat more meat, less pudding
adventtr/E+ via Getty Images XLE and XLB Outperformed SP500 Substantially A few days ago, I wrote an article to explain the leading role of the energy sector (as approximated by XLE) for the SP500. Today, I wanted to extend the discussion to the materials sector, as approximated by the State Street Materials Select Sector SPDR ETF ( XLB ). In particular, I will A) explain why XLB’s outperformance ...
adventtr/E+ via Getty Images XLE and XLB Outperformed SP500 Substantially A few days ago, I wrote an article to explain the leading role of the energy sector (as approximated by XLE) for the SP500. Today, I wanted to extend the discussion to the materials sector, as approximated by the State Street Materials Select Sector SPDR ETF ( XLB ). In particular, I will A) explain why XLB’s outperformance is another leading signal for a continued rise in the SP500 and B) also identify the key differences in XLB and XLE’s interpretation and underlying mechanisms as a leading indicator. To start, both XLE and XLB have outperformed the overall market by a substantial margin recently. To wit, our dashboard below compares their performance relative to other sectors and the broader market in the past 3 months. BTW, the dashboard is a downloadable Google Sheet. In the past quarter, XLB has been the best-performing sector with a 21% price gain, followed by XLE’s 17% gain, as seen. Both outperformed broader equity indices (such as the DJI , SP500 , NASDAQ , and also small-cap RTY ) and most other market sectors by a wide margin. Against this background, I will next detail the first part of my thesis: why both XLE and XLB have served as effective leading signals in our past experiences. Author Why is XLB-SPY Correlation Even Stronger? As shown in the next chart, XLE and SPY have demonstrated a quite strong and also positive correlation in the past. The long-term average correlation is positive, +0.498 on a rolling 252-day basis. My thoughts on this overall positive correlation are detailed in my last article. The gist is recapped below, both to ease reference and also because most of them are also applicable to XLB. The relationship has been highly cyclical due to the commodity nature of XLE. Negative correlations are often caused by the broader market ’s fear that continued rises in energy prices would start to hurt the overall economy. Vice versa, positive correlations often point t...
GAAP Net Income of $177 million, or $1.22 per diluted share Adjusted Operating Income of $179 million, or $1.23 per diluted share Return on Equity of 13.3% and Adjusted Operating Return on Equity of 13.5% Primary Insurance in-force of $273 billion, a 2% year-over-year increase PMIERs Sufficiency of 162% or approximately $1.9 billion Book Value Per Share of $37.66 and Book Value Per Share excluding...
GAAP Net Income of $177 million, or $1.22 per diluted share Adjusted Operating Income of $179 million, or $1.23 per diluted share Return on Equity of 13.3% and Adjusted Operating Return on Equity of 13.5% Primary Insurance in-force of $273 billion, a 2% year-over-year increase PMIERs Sufficiency of 162% or approximately $1.9 billion Book Value Per Share of $37.66 and Book Value Per Share excluding AOCI of $37.87 Returned over $500 million of capital to shareholders in 2025 RALEIGH, N.C., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Enact Holdings, Inc. (Nasdaq: ACT) today announced its fourth quarter and full year 2025 results. “Enact delivered a strong fourth quarter, capping another successful year driven by disciplined execution, resilient credit performance, and a continued focus on long-term value creation,” said Rohit Gupta, President and CEO of Enact. “Affordability pressures and interest rate volatility continue to shape housing activity. The role of private mortgage insurance remains critical, and we continue to approach this environment from a position of strength. Our strategy, solid capital position, and operating discipline have enabled us to support our customers, grow our business, and deliver sustainable value for our shareholders. Overall, we remain confident in our ability to execute and capitalize on the opportunities ahead.” Key Financial Highlights (In millions, except per share data or otherwise noted) 4Q25 3Q25 4Q24 2025 2024 Net Income (loss) $177 $163 $163 $674 $688 Diluted Net Income (loss) per share $1.22 $1.10 $1.05 $4.52 $4.37 Adjusted Operating Income (loss) $179 $166 $169 $688 $718 Adj. Diluted Operating Income (loss) per share $1.23 $1.12 $1.09 $4.61 $4.56 NIW ($B) $14 $14 $13 $52 $51 Primary Persistency Rate 80% 83% 82% 82% 83% Primary IIF ($B) $273 $272 $269 Net Premiums Earned $246 $245 $246 $981 $980 Losses Incurred $18 $36 $24 $110 $39 Loss Ratio 7% 15% 10% 11% 4% Operating Expenses $59 $53 $58 $218 $223 Expense Ratio 24% 22% 24% 22% 23% Ne...
The Numbers Don't Lie... Again Authored by Steve Watson via Modernity.news, Stunning new statistics from Washington, D.C. showcase the ongoing triumph of President Trump’s law-and-order agenda. Year-to-date figures for 2026 compared to the same period in 2025 paint a picture of decisive victory over crime, with homicides plummeting 80%, robberies down 58%, burglaries reduced by 28%, motor vehicle ...
The Numbers Don't Lie... Again Authored by Steve Watson via Modernity.news, Stunning new statistics from Washington, D.C. showcase the ongoing triumph of President Trump’s law-and-order agenda. Year-to-date figures for 2026 compared to the same period in 2025 paint a picture of decisive victory over crime, with homicides plummeting 80%, robberies down 58%, burglaries reduced by 28%, motor vehicle thefts slashed 57%, and overall crime dropping 26%. These numbers, highlighted in a recent Fox News segment, underscore how Trump’s aggressive crackdown is transforming the nation’s capital from a hotspot of disorder into a model of security. The Metropolitan Police Department’s data, as displayed on Fox News, breaks it down clearly: homicides fell from 10 in early 2025 to just 2 in 2026 so far. Robberies dropped from 158 to 67, motor vehicle thefts from 381 to 162, and the total crime count from 1,880 to 1,385. While assaults with dangerous weapons saw a 33% uptick—from 52 to 69—the overwhelming trend is downward, proving that targeted enforcement yields results. 🚨 HOLY SMOKES. Stunning new data finds Washington DC crime is PLUMMETING as much as 80% PERCENT thanks to President Trump I voted for this! Homicide: -80% Robbery: -58% Burglary: -28% Motor vehicle theft: -57% All crime: -26% THAT'S HUGE. Trump just proved it can be done. 🇺🇸 pic.twitter.com/fNpX2a9VRd — Eric Daugherty (@EricLDaugh) February 2, 2026 This early 2026 surge in safety builds directly on the monumental gains of 2025. As we previously highlighted, nationwide murder rates hit their lowest since 1900 last year, with homicides down 21%, carjackings 43%, and overdoses 20%. The declines have come amid Trump’s federal interventions, including surges in law enforcement resources and operations like “Make D.C. Safe & Beautiful.” The U.S. Marshals Service arrested over 8,400 violent fugitives and seized 856 guns by year’s end, directly contributing to the plunge. Experts attribute the continued momentum to Trump’...
Feb 3 (Reuters) - Advanced Micro Devices forecast first-quarter sales above market estimates on Tuesday, betting on robust demand for its artificial intelligence chips from massive data center capacity expansions to power AI tech. Shares of the company fell over 4% in extended trading. The company expects revenue of about $9.8 billion for the first quarter, plus or minus $300 million, compared ...
Feb 3 (Reuters) - Advanced Micro Devices forecast first-quarter sales above market estimates on Tuesday, betting on robust demand for its artificial intelligence chips from massive data center capacity expansions to power AI tech. Shares of the company fell over 4% in extended trading. The company expects revenue of about $9.8 billion for the first quarter, plus or minus $300 million, compared with analysts' average estimate of $9.39 billion, according to data compiled by LSEG. Santa Clara, California-based AMD is seen as the closest contender to challenge the AI chip dominance of the world's most valuable firm Nvidia, as Big Tech and governments across the globe double down on investing in AI hardware. AMD is also one of the leading providers of data center central processing units, which are used alongside pricey graphics processors in servers. The rapid expansion of data center capacity has boosted server CPU demand, benefiting AMD, which has been steadily eating away at rival Intel's share of the market. While Intel has been unable to fully address demand for server CPUs due to supply constraints for its in-house production, analysts expected AMD to face fewer such issues since it outsources the manufacturing of its chips to Taiwan's TSMC. The semiconductor industry is also grappling with a global supply shortage of memory chips. AI processors made by AMD and Nvidia are accompanied by expensive high bandwidth memory (HBM), whose supply is tight as memory providers work to expand capacity Memory supply constraints could hamper growth for the AI industry despite strong demand, HSBC analysts said ahead of earnings. An uptick in memory prices is also likely to hit end-market demand in the personal computer industry, a key segment for AMD, with researchers expecting higher PC prices to hurt sales. (Reporting by Arsheeya Bajwa in Bengaluru and Stephen Nellis in San Francisco; Editing by Tasim Zahid)
By Arsheeya Bajwa and Stephen Nellis Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade. The lacklustre prediction comes despite an unexpected boost from sales of certain artificial intelligence chips t...
By Arsheeya Bajwa and Stephen Nellis Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade. The lacklustre prediction comes despite an unexpected boost from sales of certain artificial intelligence chips to China, which began in the last quarter after the Trump administration approved a license for orders that AMD received in early 2025. And without those sales to China which generated $390 million, AMD's data-center segment would have missed estimates for the fourth quarter. AMD said it expects revenue of about $9.8 billion this quarter, plus or minus $300 million. That's down from $10.27 billion in the fourth-quarter which was up 34% year-on-year and ahead of LSEG estimates for $9.67 billion. PALES NEXT TO NVIDIA Though AMD is seen as one of the few contenders that can seriously challenge Nvidia, investors noted the stark contrast between the two companies' performances. AMD expects an adjusted gross margin of 55% this quarter. Nvidia has said it expects adjusted gross margin in the mid-70% range during its fiscal 2027. "The expectations for large blowout quarters for AI-related hardware companies have skewed what the market is looking for," said Bob O'Donnell, president of TECHnalysis Research. The forecast for the current first quarter includes $100 million from sales to China, where the situation remains "dynamic," AMD CEO Lisa Su said on a conference call with investors. The U.S. government has placed restrictions on the exports of advanced chips to China, but AMD received licenses to sell modified versions of its MI300 series of AI chips there. Its MI308 chip competes with Nvidia's H20 chip in China. OPENAI SALES AMD has accelerated its product launches and is moving into selling full AI systems to better compete against Nvidia, which now provides "rack-scale" ...
In this article MTCH Follow your favorite stocks CREATE FREE ACCOUNT Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images Match Group beat Wall Street's estimates on Tuesday but issued weak guidance as it invests in new artificial intelligence initiatives to turn around declining user growth at Tinder. Shares popped 12% during extended trading. The stock closed 8% lower on Tuesday. Here's how ...
In this article MTCH Follow your favorite stocks CREATE FREE ACCOUNT Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images Match Group beat Wall Street's estimates on Tuesday but issued weak guidance as it invests in new artificial intelligence initiatives to turn around declining user growth at Tinder. Shares popped 12% during extended trading. The stock closed 8% lower on Tuesday. Here's how the company did versus LSEG estimates: Earnings per share: 83 cents vs. 70 cents expected Revenue: $878 million vs. $871 million expected The dating platform issued lackluster guidance for 2026, forecasting between $3.41 billion and $3.54 billion in revenue, compared to a FactSet estimate of $3.59 billion. Finance chief Steve Bailey attributed the weaker-than-expected forecast to the company's strategic investments in Tinder and softness within its Asia brands and the evergreen and emerging segment, which includes OkCupid and Plenty of Fish. Match has allocated a $60 million budget for AI and product rollouts at Tinder. Those initiatives will cause a one-and-a-half point headwind to near-term monetization but support a better app experience, Bailey told CNBC. The rollout of Face Check is projected to impact guidance by one point. "We're going to be willing to take that tradeoff because it will drive the product experience we need to get user growth back on track," he said. Stock Chart Icon Stock chart icon Match Group one-day stock chart. Bailey also said that the impact tied to product changes was lower than expected during the fourth quarter and a continuation of this trend could provide upside to guidance. Match is in the middle of a massive business overhaul as it tries to recover from declining user trends on Tinder and appeal to more younger users. Last year, the company unveiled a three-year transformation plan that included restructuring and implementing new artificial intelligence tools. Part of the turnaround target is to reach $1 billion in annual revenue by 2027...
As Federal Reserve chair, Kevin Warsh could be expected to take a hammer to the central bank's balance sheet, which for years had been tied closely to the ups and downs of the stock market. However, the prospect of a Fed chair determined to shrink asset holdings may not be the risk-off moment for the market as it appears on the surface. After all, more than three years' worth of tightening this de...
As Federal Reserve chair, Kevin Warsh could be expected to take a hammer to the central bank's balance sheet, which for years had been tied closely to the ups and downs of the stock market. However, the prospect of a Fed chair determined to shrink asset holdings may not be the risk-off moment for the market as it appears on the surface. After all, more than three years' worth of tightening this decade without lasting damage to stocks has weakened the once-tight link between the Fed's money printing and market performance. For years after the global financial crisis , the market and S & P 500 marched in lockstep with the Fed's quantitative easing program. That has not been the case since the Fed in 2022 went the opposite way, into quantitative tightening, a period during which stocks continued to scale new heights. The Fed halted QT in late-2025 and recently has begun expanding the balance sheet again through bill purchases. "QE was always overrated, and there is no mechanical relationship between the Fed's balance sheet and anything that matters," Dario Perkins, managing director of global macro at TS Lombard, said in a note. In the worst-case scenario tightening "quickly runs into 'plumbing' problems and is abandoned. Warsh's credibility would be the main casualty." The implication is that Warsh, whom President Donald Trump said last week he will nominate as the next Fed chair , will only condense the Fed's holding as much as the market and commercial banking balance sheets allow. Since the central bank started QE in 2008 to pull the economy out of the financial crisis, it has implemented new rounds each time bank reserve requirements rose and the economy slowed. Halting QE has resulted in market damage, most notably when the Fed stopped asset purchases in 2010 and the market just missed slipping into a bear. More notably, a round of QT in 2018 resulted in a huge market slide that forced the Fed both to stop raising interest rates and to reverse course on tightenin...
nLIGHT ( LASR ) said on Tuesday it has commenced a proposed underwritten public offering of its common stock under its existing shelf registration statement. The company said it expects to grant underwriters a 30-day option to purchase up to an additional 15% of the shares offered. Net proceeds are intended for working capital, capital expenditures and general corporate purposes. The offering is s...
nLIGHT ( LASR ) said on Tuesday it has commenced a proposed underwritten public offering of its common stock under its existing shelf registration statement. The company said it expects to grant underwriters a 30-day option to purchase up to an additional 15% of the shares offered. Net proceeds are intended for working capital, capital expenditures and general corporate purposes. The offering is subject to market and other conditions. LASR -2.34% after hours to $48.81. Source: Press Release More on nLight nLIGHT: Riding The Market Dynamics For Sustainable Growth nLIGHT: I Am Not Enlightened Here nLIGHT, Inc. 2025 Q3 - Results - Earnings Call Presentation nLIGHT expands high-energy laser production; shares up nLIGHT expects Q4 revenue between $78M to $80M
MoMo Productions/DigitalVision via Getty Images Shares of Fiverr ( FVRR ) have been hurt by the normalization of the economy in a post-pandemic world, with the business and shares now hurt by concerns about AI impacting the business as well. It is time to provide an update to a dated thesis after shares have been crushed in recent years, while the company has made progress (albeit at a slower pace...
MoMo Productions/DigitalVision via Getty Images Shares of Fiverr ( FVRR ) have been hurt by the normalization of the economy in a post-pandemic world, with the business and shares now hurt by concerns about AI impacting the business as well. It is time to provide an update to a dated thesis after shares have been crushed in recent years, while the company has made progress (albeit at a slower pace), including break-even results now reported. My last take on the business goes back to the end of 2021, and while expectations have only come down, cheap is not enough as the business faces a real uphill battle here. Some Perspective Fiverr went public around the $30 mark in 2019, capturing a roughly $1 billion market valuation, as the pandemic provided a massive boom to the digital marketplace in which buyers and suppliers can transact in digital work. The idea is simple: in an online world, buyers who have jobs to be completed can look for talent across the globe, providing both competitive rates and opportunities to attract expertise in niches. Vice versa, the suppliers of such jobs can control how much, for whom, and at which rates they provide work. When Fiverr went public, it had just reported a 45% increase in 2018 sales to $75 million, and with revenues trending around a hundred million in 2019, the business was valued around 10 times sales after the IPO. These sales were accompanied by modest operating losses. Shares rose to the $300 mark in 2021, with the enterprise valuation ballooning to $10 billion, and while sales growth accelerated substantially due to the pandemic, the valuation exploded to around 50 times sales. By the end of 2021, the company was on track to generate nearly $300 million in sales, as shares had fallen to $117, for a $4 billion enterprise valuation. This reduced the valuation to 13 times sales, still higher than pre-pandemic multiples, as it was disappointing to see operating losses actually being on the increase, despite exploding topline ...
Electronic Arts press release ( EA ): Q3 GAAP EPS of $0.35. Bookings of $3.05B (+37.4% Y/Y) beats by $130M . Net revenue was $1.901 billion for the quarter. More on Electronic Arts Electronic Arts Q3 2026 Earnings Preview Top-performing movies and interactive entertainment stocks in 2025 Seeking Alpha’s Quant Rating on Electronic Arts Historical earnings data for Electronic Arts Dividend scorecard...
Electronic Arts press release ( EA ): Q3 GAAP EPS of $0.35. Bookings of $3.05B (+37.4% Y/Y) beats by $130M . Net revenue was $1.901 billion for the quarter. More on Electronic Arts Electronic Arts Q3 2026 Earnings Preview Top-performing movies and interactive entertainment stocks in 2025 Seeking Alpha’s Quant Rating on Electronic Arts Historical earnings data for Electronic Arts Dividend scorecard for Electronic Arts
BrightView press release ( BV ): Q1 Non-GAAP EPS of -$2.20 misses by $2.21 . Revenue of $614.7M (+2.6% Y/Y) beats by $26.13M . Net loss expanded $4.8 million year-over-year to $15.2 million, Net loss margin of 2.5%, Adjusted EBITDA 2 increased $1.4 million year-over-year to $53.5 million, Adjusted EBITDA margin 2 of 8.7%, Repurchased 1.1 million shares of common stock. COMPANY REAFFIRMS FISCAL YEA...
BrightView press release ( BV ): Q1 Non-GAAP EPS of -$2.20 misses by $2.21 . Revenue of $614.7M (+2.6% Y/Y) beats by $26.13M . Net loss expanded $4.8 million year-over-year to $15.2 million, Net loss margin of 2.5%, Adjusted EBITDA 2 increased $1.4 million year-over-year to $53.5 million, Adjusted EBITDA margin 2 of 8.7%, Repurchased 1.1 million shares of common stock. COMPANY REAFFIRMS FISCAL YEAR 2026 GUIDANCE 1 Range Comment Land Maintenance Revenue $1.700 - $1.715 billion +~1% to +2% Development Services Revenue $790 - $805 million ~0% to +2% Snow Removal Revenue $190 - $220 million Approx 5-year avg. Total Revenue $2.670 to $2.730 billion ~0% to +2% Adjusted EBITDA 2 $363 - $377 million +40 to +60 bps margin expansion Adjusted Free Cash Flow 2 $100 to $115 million N/A Click to enlarge More on BrightView BrightView Holdings, Inc. (BV) Presents at CJS Securities 2025 Virtual NDR - Slideshow BrightView Holdings, Inc. (BV) Q4 2025 Earnings Call Transcript BrightView Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation BTIG launches coverage of 10 real estate companies with cautious outlook BrightView outlines $2.67B–$2.73B revenue target for 2026 as fleet investments and sales force expansion drive growth
By Arsheeya Bajwa Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in first-quarter revenue despite an unexpected boost from sales of its AI chips to China, raising concerns about whether it can effectively challenge Nvidia in the booming AI market. Excluding the surprise AI chip sales to China, the company's data-center segment would have missed estimates at a tim...
By Arsheeya Bajwa Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in first-quarter revenue despite an unexpected boost from sales of its AI chips to China, raising concerns about whether it can effectively challenge Nvidia in the booming AI market. Excluding the surprise AI chip sales to China, the company's data-center segment would have missed estimates at a time when longtime rival Nvidia has accustomed investors to blowout forecasts. On a conference call with investors, AMD CEO Lisa Su reiterated that the company expects sales of a new flagship AI server to OpenAI and others to rise rapidly in the second half of this year, saying a global memory-chip crunch will not slow its plans. "I do not believe that we will be supply-limited in terms of the ramp that we put in place," Su said. Still, those sales remain outside the company's forecast for the current first quarter, meaning that its other chips such as central processing units (CPUs) will have to carry most of its sales growth in the coming months. Shares fell 7% in extended trading. "The expectations for large blowout quarters for AI-related hardware companies have skewed what the market is looking for," said Bob O'Donnell, president of TECHnalysis Research. Santa Clara, California-based AMD is seen as the closest contender to challenge the AI chip dominance of the world's most valuable firm, Nvidia, as Big Tech and governments across the globe double down on investing in AI hardware. During the conference call, Su also said AMD is working with customers beyond OpenAI on AMD's new AI servers. But analysts remain concerned that AMD's success remains tied to a handful of customers that rivals such as Nvidia could try to poach. Reuters reported this week that Nvidia made a $20 billion move to hire most of chip startup Groq's founders after OpenAI held chip supply discussions with the startup. "Growth appears concentrated in large deployments and specific regions, and Ch...
Gladstone Investment press release ( GAIN ): FQ3 Adjusted net investment income per weighted-average common share of $0.21 Total investment income of $25,062K More on Gladstone Investment Gladstone Investment: Hunting High Yields From The Baby Bonds Gladstone Investment: Q2 Earnings Confirms Positive Outlook (Rating Upgrade) Gladstone Investment 2026 Q2 - Results - Earnings Call Presentation Glads...
Gladstone Investment press release ( GAIN ): FQ3 Adjusted net investment income per weighted-average common share of $0.21 Total investment income of $25,062K More on Gladstone Investment Gladstone Investment: Hunting High Yields From The Baby Bonds Gladstone Investment: Q2 Earnings Confirms Positive Outlook (Rating Upgrade) Gladstone Investment 2026 Q2 - Results - Earnings Call Presentation Gladstone Investment FQ3 2026 Earnings Preview Gladstone Investment declares $0.08 dividend
A message from Donald Trump celebrating the 19th-century US invasion of its southern neighbour – and the subsequent loss of more than half its territory – has touched a historical nerve in Mexico, with some seeing it as a veiled threat for future incursions. Reacting to the US president’s statement, which described the invasion as “a legendary victory”, Claudia Sheinbaum, Mexico’s president, said ...
A message from Donald Trump celebrating the 19th-century US invasion of its southern neighbour – and the subsequent loss of more than half its territory – has touched a historical nerve in Mexico, with some seeing it as a veiled threat for future incursions. Reacting to the US president’s statement, which described the invasion as “a legendary victory”, Claudia Sheinbaum, Mexico’s president, said during her morning news conference on Tuesday: “We must always defend our sovereignty.” Others were less subtle in their criticism. “Never, in the recent annals of Mexico-US relations had we seen anything like this,” wrote the former Mexican ambassador to the US Arturo Sarukhan, on X. “This is not only spiking the ball in the end zone; it’s an in your face F… You.” The message, posted by the White House on Monday, said the US-Mexico war “reasserted American sovereignty, and expanded the promise of American independence across our majestic continent”. But the conflict has long been a historical sore spot for Mexico: Following the capture of Mexico City by US troops in 1847, Mexico gave away 55% of its pre-war territory, including the present-day states of California, Nevada, Utah, much of Colorado, New Mexico and Arizona. Trump not only celebrated the war as a “a triumphant victory for American sovereignty” but suggested that much of his policy in Latin America was being “guided by our victory on the fields of Mexico 178 years ago”, including efforts to defend “our southern border against invasion”. The message comes as the Trump administration has grown increasingly hawkish in the continent, sending troops into Venezuela last month to capture its president, Nicolás Maduro, and threatening military action in Colombia and Cuba. As far as Mexico goes, Trump has regularly suggested an incursion south of the border to confront the country’s drug-trafficking groups, saying that after taking out numerous alleged drug boats at sea, “we are going to start now hitting land, with rega...
Benchmark Electronics press release ( BHE ): Q4 Non-GAAP EPS of $0.71 beats by $0.07 . Revenue of $704M (+7.2% Y/Y) beats by $7.33M . Operating cash flow of $59 million with free cash flow of $48 million Full year 2025 results: Revenue of $2,659 million Diluted GAAP earnings per share of $0.68 Diluted non-GAAP earnings per share of $2.40 Operating cash flow of $124 million with free cash flow of $...
Benchmark Electronics press release ( BHE ): Q4 Non-GAAP EPS of $0.71 beats by $0.07 . Revenue of $704M (+7.2% Y/Y) beats by $7.33M . Operating cash flow of $59 million with free cash flow of $48 million Full year 2025 results: Revenue of $2,659 million Diluted GAAP earnings per share of $0.68 Diluted non-GAAP earnings per share of $2.40 Operating cash flow of $124 million with free cash flow of $85 million More on Benchmark Electronics Benchmark Electronics: Still Bearish On Semi-Cap Weakness And Muted Profitability Benchmark Electronics, Inc. 2025 Q3 - Results - Earnings Call Presentation Benchmark Electronics Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Benchmark Electronics Historical earnings data for Benchmark Electronics