Nastco Bitcoin ( BTC-USD ) is down 11.7% so far this year and about 20% from a year ago. However, on Monday, the cryptocurrency staged a little recovery of +1.8% that might bring some hope to investors. Nevertheless, shares of crypto exchanges did not follow suit , and crypto-related stocks such as Coinbase ( COIN ), Strategy ( MSTR ), Circle Internet ( CRCL ), and HIVE Digital Technologies ( HIVE...
Nastco Bitcoin ( BTC-USD ) is down 11.7% so far this year and about 20% from a year ago. However, on Monday, the cryptocurrency staged a little recovery of +1.8% that might bring some hope to investors. Nevertheless, shares of crypto exchanges did not follow suit , and crypto-related stocks such as Coinbase ( COIN ), Strategy ( MSTR ), Circle Internet ( CRCL ), and HIVE Digital Technologies ( HIVE ) were down significantly. Moreover, Strategy ( MSTR ) saw Bitcoin’s ( BTC-USD ) price drop below the treasury company’s average price paid on its 713,502 BTC of about $76.1K each during the early hours of Monday’s trading session. Seeking Alpha analyst Lucas Vienna sees Bitcoin ( BTC-USD ) as a “strong sell” due to lower interest rates, which should push the price of the crypto lower instead of higher. “When interest rates increase, fixed-income assets lose value, and investors, knowing that interest rates are easier to predict and may continue to increase, instead of holding a ‘fixed-income’ asset that will lose value in the short term, they cut losses and invest in riskier assets, like Bitcoin,” he said in a recent analysis . In addition, “every four years, BTC gets scarcer by cutting in half (halving) the reward given to miners on the BTC blockchain, but in the third year of the cycle, prices have always crashed, and we are amidst the third year of this cycle,” Vienna explained. Katie Stockton, founder and managing partner of Fairlead Strategies, also gave a stark warning about the cryptocurrency. She said that a close below $89,000—currently at $78,226—confirms a breakdown below its cyclical uptrend, representing “a long-term setback,” adding that Bitcoin may be entering a bear market cycle where “each relief rally should give us a lower high.” “In the previous corrections of Bitcoin ( BTC-USD ), our composite momentum indicator bottomed at the zero line. In contrast, in the current selloff, this indicator has broken below the zero line, but it is not extremely overso...
Chipmaker NXP Semiconductors NV reported slightly slower growth in the automotive market than anticipated last quarter as the company pursues a comeback. Auto revenue rose 4.8% to $1.88 billion in the fourth quarter, the Dutch semiconductor company said in a statement on Monday. Analysts had estimated $1.89 billion on average, with some projections reaching as high as $1.97 billion, according to d...
Chipmaker NXP Semiconductors NV reported slightly slower growth in the automotive market than anticipated last quarter as the company pursues a comeback. Auto revenue rose 4.8% to $1.88 billion in the fourth quarter, the Dutch semiconductor company said in a statement on Monday. Analysts had estimated $1.89 billion on average, with some projections reaching as high as $1.97 billion, according to data compiled by Bloomberg. The shares fell more than 5% in late US trading after the results were released. The stock had been up 6.5% this year through the close. Concerns about the pace of NXP’s recovery overshadowed a generally upbeat sales forecast. Revenue will be $3.05 billion to $3.25 billion in the first quarter, NXP said. The midpoint of that range would top the average analyst estimate of $3.09 billion. NXP largely supplies chips to the automotive industry, which makes up more than half the company’s revenue. Its processors use mature technology and power functions such as driver safety, vehicle connections and infotainment systems. The company, along with peers ST Microelectronics NV and Texas Instruments Inc. , has struggled with the impacts of a post-pandemic chip supply glut. Automotive and consumer electronics customers stockpiled chips in response to pandemic shortages, and have been slowly working through an oversupply. US President Donald Trump ’s tariff threats further delayed recovery. NXP said last year that the glut may finally be coming to an end and pointed to its “massively” accelerating auto business. Chief Executive Officer Rafael Sotomayor , who took the job in October, has said he sees “signs of a cyclical recovery.” NXP reported total revenue of $3.34 billion for the fourth quarter of 2025, in line with projections. NXP’s adjusted operating margin came in at 34.6% in the period, compared with an estimates of 34.7%. Last week, STMicro, which supplies chips to Apple Inc. , forecast first-quarter revenue that beat analysts’ estimates after demand ...
Qualcomm (QCOM) stock is down about 11% year to date, at the time of writing, Monday morning, Feb. 2, according to Yahoo Finance. Qualcomm's stock downward trend started on Jan. 9, when a Mizuho analyst downgraded the stock to a neutral rating and lowered the price target from $200 to $175. Another ...
Qualcomm (QCOM) stock is down about 11% year to date, at the time of writing, Monday morning, Feb. 2, according to Yahoo Finance. Qualcomm's stock downward trend started on Jan. 9, when a Mizuho analyst downgraded the stock to a neutral rating and lowered the price target from $200 to $175. Another ...
Tesla electric vehicles in San Francisco on Jan. 23. (David Paul Morris/Bloomberg) [Stay on top of transportation news: Get TTNews in your inbox.] California Gov. Gavin Newsom outlined plans for a $200 million electric vehicle subsidy in the Golden State that would represent a major boost to Elon Musk’s Tesla Inc. and other EV makers in the state. Under the new program, passenger vehicles priced a...
Tesla electric vehicles in San Francisco on Jan. 23. (David Paul Morris/Bloomberg) [Stay on top of transportation news: Get TTNews in your inbox.] California Gov. Gavin Newsom outlined plans for a $200 million electric vehicle subsidy in the Golden State that would represent a major boost to Elon Musk’s Tesla Inc. and other EV makers in the state. Under the new program, passenger vehicles priced at or below $55,000 would qualify for the rebate, along with $80,000 for vans, SUVs and pickup trucks and $25,000 for used vehicles, Newsom’s office said in a statement. The cutoff would mean some of Tesla’s most popular models, as well as one variation of its Cybertruck, would qualify for a rebate at current prices. RELATED: EPA Rejects CARB Plan to Test Out-of-State Truck Emissions The plan, which still needs to be approved by California lawmakers, marks a turnaround for Newsom. In 2024, the Democratic governor had committed to backfilling federal EV tax credits cut by the Trump administration, but an initial proposal would have excluded some of Tesla’s best-selling models. The proposal drew the ire of Musk, who called the plan “insane,” and was later dropped due to budget constraints. “The Trump administration’s reckless retreat has created unprecedented uncertainty for automakers and families alike,” Sarah Swig, a climate adviser to Newsom, said in a Feb. 2 statement. “California is proud to partner with automakers who are committed to the transition to a zero-emission future through shared investment to keep costs down and drive the market forward.” RELATED: Pilot, Tesla to Build Charging Sites for Semi at Truck Stops California is the country’s biggest EV market, and Newsom’s proposal would be a boon for struggling manufacturers — in particular for market leader Tesla. Newsom, who was an early owner of a Tesla, has said that Musk’s company wouldn’t exist if it were not for an earlier version of California’s EV incentive program that started in 2010. “There is no Elon M...
Teradyne press release ( TER ): Q4 Non-GAAP EPS of $1.80 beats by $0.42 . Revenue of $1.08B (+43.4% Y/Y) beats by $102.19M . GAAP to Non-GAAP Reconciliation of First Quarter 2026 guidance: GAAP and non-GAAP first quarter revenue guidance: $1,150 million to $1,250 million GAAP net income per diluted share $ 1.82 $ 2.19 Exclude acquired intangible assets amortization 0.03 0.03 Exclude equity method ...
Teradyne press release ( TER ): Q4 Non-GAAP EPS of $1.80 beats by $0.42 . Revenue of $1.08B (+43.4% Y/Y) beats by $102.19M . GAAP to Non-GAAP Reconciliation of First Quarter 2026 guidance: GAAP and non-GAAP first quarter revenue guidance: $1,150 million to $1,250 million GAAP net income per diluted share $ 1.82 $ 2.19 Exclude acquired intangible assets amortization 0.03 0.03 Exclude equity method investment amortization 0.04 0.04 Non-GAAP tax adjustments (0.01 ) (0.01 ) Non-GAAP net income per diluted share $ 1.89 $ 2.25 Click to enlarge More on Teradyne Teradyne: The Market Is Ignoring The Cyclicality Of Its Business Teradyne Has 2 Critical Megatrends Backing Growth (Earnings Preview) Teradyne: Too Expensive To Chase, Too Critical To Sell Teradyne Q4 2025 Earnings Preview WFE spending forecast to grow up to 15% in 2026: Stifel
Good morning . Trump and Modi strike a deal to cut tariffs. China bans hidden door handles. And Porsche considers ditching sporty EVs. Listen to the day’s top stories . S&P 500 6,976.44 +0.54% Gold Spot 4,679.34 -4.39% Disney 104.45 -7.40% After months of negotiations, Washington and New Delhi have finally reached a trade agreement. Donald Trump said he would lower his 25% tariff on Indian goods t...
Good morning . Trump and Modi strike a deal to cut tariffs. China bans hidden door handles. And Porsche considers ditching sporty EVs. Listen to the day’s top stories . S&P 500 6,976.44 +0.54% Gold Spot 4,679.34 -4.39% Disney 104.45 -7.40% After months of negotiations, Washington and New Delhi have finally reached a trade agreement. Donald Trump said he would lower his 25% tariff on Indian goods to 18% after Prime Minister Narendra Modi agreed to stop buying Russian oil . The US is also said to be removing the extra 25% duty it slapped on the country in response to the crude purchases. Apollo Says Risk of Yen Carry Unwind as Speculators Cut Bets Read the Story The White House is set to launch Project Vault—a strategic critical-minerals stockpile with $12 billion in seed money—to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. The Trump administration has already inked cooperation agreements with countries including Australia, Japan and Malaysia and will press even more nations to pursue such pacts during a Wednesday summit. The leverage-loving Chinese traders behind gold’s record rally are now nursing big losses. One Hangzhou homemaker’s foray into precious metals lasted less than a week after Friday’s sharp drop triggered a forced liquidation, leaving her with an 84% wipeout . The commodity’s slump eased slightly Monday , with gold clawing back some losses after another heavy selloff in Asian trading hours. Elon Musk plans to merge SpaceX with xAI , according to people familiar, in a deal that encompasses the billionaire’s increasingly costly ambitions to dominate artificial intelligence and space exploration. The combined company would have a valuation of $1.25 trillion, some of the people said. Deep Dive: Door Handle Drama China issued the world’s first ban on concealed EV door handles . The design, popularized by Tesla , faces scrutiny after a spate of deadly incidents. Cars sold in China w...
Michael Vi/iStock Editorial via Getty Images NXP Semiconductors ( NXPI ) shares had dropped 4% during early post-market trading on Monday after releasing its fourth quarter 2025 financial results . For the quarter ended December 31, NXP reported adjusted earnings per share of $3.35 versus the consensus estimate of $3.31. Revenue for the quarter increased 7.2% year over year to total $3.34B, which ...
Michael Vi/iStock Editorial via Getty Images NXP Semiconductors ( NXPI ) shares had dropped 4% during early post-market trading on Monday after releasing its fourth quarter 2025 financial results . For the quarter ended December 31, NXP reported adjusted earnings per share of $3.35 versus the consensus estimate of $3.31. Revenue for the quarter increased 7.2% year over year to total $3.34B, which was more than the $3.31B consensus. On a business segment basis, automotive increased 4.8% to $1.88B, industrial and IoT increased 24% to $640M, and mobile revenue increased 22% to $485M. Communications infrastructure decreased 18% to $334M but still topped the $327.4M estimate. Looking ahead, NXP projects first quarter revenue ranging from $3.05B to $3.25B, with a midpoint of $3.15B more than the $3.09B estimate. The Netherlands-based company expects adjusted EPS to range from $2.77 to $3.17, with a midpoint of $2.97 just above the $2.95 consensus. "Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software-defined vehicles and physical AI," said NXP CEO Rafael Sotomayor. "Through strategic acquisitions, we strengthened our portfolio to drive leadership in intelligent systems at the edge for automotive, industrial and IoT." NXP has also completed the sale of its MEMS sensors business to STMicroelectronics ( STM ). The acquisition is expected to add about $45M to STMicroelectronics' first quarter 2026 revenue. NXP plans to hold its earnings call to discuss the results at 8 a.m. EST on Tuesday, Feb. 3. More on NXP and STMicroelectronics STMicroelectronics: Guidance Cools Down 2026 Recovery Expectations STMicroelectronics N.V. (STM) Q4 2025 Earnings Call Transcript STMicroelectronics N.V. 2025 Q4 - Results - Earnings Call Presentation NXP Semiconductors Non-GAAP EPS of $3.35 beats by $0.04, revenue of $3.34B beats by $30M NXP Semiconductors Q4 2025 Earnings Preview
New Jersey Resources press release ( NJR ): Q1 GAAP EPS of $1.21 beats by $0.17 . Revenue of $604.85M (+23.9% Y/Y) beats by $53.15M . Fiscal 2026 Outlook Increases fiscal 2026 net financial earnings per share (NFEPS) guidance to a range of $3.28 to $3.43, from $3.03 to $3.18 vs $3.12 consensus, a $0.25 increase, as a result of the strong performance of Energy Services in January 2026 Maintains 7 t...
New Jersey Resources press release ( NJR ): Q1 GAAP EPS of $1.21 beats by $0.17 . Revenue of $604.85M (+23.9% Y/Y) beats by $53.15M . Fiscal 2026 Outlook Increases fiscal 2026 net financial earnings per share (NFEPS) guidance to a range of $3.28 to $3.43, from $3.03 to $3.18 vs $3.12 consensus, a $0.25 increase, as a result of the strong performance of Energy Services in January 2026 Maintains 7 to 9 percent long-term net financial earnings per share (NFEPS) growth target, starting from a fiscal 2025 base of $2.83 per share** 7% - 9% growth would imply a NFEPS range of $3.03 - $3.08 in fiscal 2026 More on New Jersey Resources New Jersey Resources Corporation 2025 Q4 - Results - Earnings Call Presentation New Jersey Resources Corporation (NJR) Q4 2025 Earnings Call Transcript New Jersey Resources: 30 Years Of Dividend Growth Faces A New Regulatory Era New Jersey Resources Corporation Q1 2026 Earnings Preview New Jersey Resources declares $0.475 dividend
狗隻友善食肆|三次違規或剔出名單 業界指要求太嚴、憂額外增清潔成本 倡設寬限期 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有餐廳有意申請,希望人寵共融,會研究條件和條款,避免申請後容易違規,亦關心消毒清潔可能...
狗隻友善食肆|三次違規或剔出名單 業界指要求太嚴、憂額外增清潔成本 倡設寬限期 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有餐廳有意申請,希望人寵共融,會研究條件和條款,避免申請後容易違規,亦關心消毒清潔可能帶來額外成本。 這間餐廳標榜人寵共融,容許食客帶狗一起來,因為條例所限,狗狗只可留在餐廳外。餐廳有意申請放寬,認為條件亦合理,會關注清潔和消毒要求,亦希望日後執法要清晰。餐廳負責人Heyman:「毛孩一定有毛,毛飄向食物的話怎麼辦?食環署要如何處理?食環署也會很無奈,毛孩是會飄毛的,又是否意味我們要每一、兩小時做一次消毒?這樣會否增加我們成本?」 食肆違規有可能被剔出名單,建議最多是三次,餐廳就覺得太嚴厲。Heyman:「其實不合理,因為只得三次,大家都是第一次試,很容易『中招』。劏房也有寬限期,其實我覺得做寵物友善都要寬限期,讓他試試怎樣做,因為沒有人試過怎樣運行,我覺得真的要寬限期,大家看看現實是怎樣,再調整實際操作。」 政府計劃首階段名額500至1,000間,她相信業界仍要花點時間審視餐廳是否符合條件申請,相信名額足夠。
Ukraine and SpaceX say they recently collaborated to stop strikes by Russian drones using Starlink and will soon block all unregistered use of Starlink terminals in an attempt to stop Russia's military from using the satellite broadband network over Ukraine territory. Ukrainians will soon be required to register their Starlink terminals to get on a whitelist. After that, "only verified and registe...
Ukraine and SpaceX say they recently collaborated to stop strikes by Russian drones using Starlink and will soon block all unregistered use of Starlink terminals in an attempt to stop Russia's military from using the satellite broadband network over Ukraine territory. Ukrainians will soon be required to register their Starlink terminals to get on a whitelist. After that, "only verified and registered terminals will be allowed to operate in the country. All others will be disconnected," the Ukraine Ministry of Defense said in a press release today. Ukraine Minister of Defense Mykhailo Fedorov "emphasized that the only technical solution to counter this threat is to introduce a 'whitelist' and authorize all terminals," according to the ministry. "This is a necessary step by the Government to save Ukrainian lives and protect critical energy infrastructure," Fedorov said. Read full article Comments
July NY world sugar #11 (SBN25) today is down -0.09 (-0.54%), and August London ICE white sugar #5 (SWQ25) is up +1.20 (+0.26%). Sugar prices today extended their two-month-long selloff, with NY sugar posting a nearly 4-year nearest-futures low and London sugar posting a 3-3/4 year low. Expectations for a global sugar surplus are hammering prices. On May 22, the USDA, in its biannual report, proje...
July NY world sugar #11 (SBN25) today is down -0.09 (-0.54%), and August London ICE white sugar #5 (SWQ25) is up +1.20 (+0.26%). Sugar prices today extended their two-month-long selloff, with NY sugar posting a nearly 4-year nearest-futures low and London sugar posting a 3-3/4 year low. Expectations for a global sugar surplus are hammering prices. On May 22, the USDA, in its biannual report, projected that global 2025/26 sugar production would increase by +4.7% year-over-year (y/y) to a record 189.318 million metric tons (MMT), with a global sugar surplus of 41.188 MMT, up 7.5% year-over-year. Don’t Miss a Day: However, sugar prices recovered from their worst levels Thursday, with London sugar turning higher as a rally in WTI crude oil (CLN25) to a 1-1/2 month high sparked some short covering in sugar futures. Higher crude prices benefit ethanol prices, which may prompt the world's sugar mills to divert more cane crushing toward ethanol production rather than sugar, thus reducing sugar supplies. The outlook for higher sugar production in India, the world's second-largest producer, is bearish for prices. On Monday, India's National Federation of Cooperative Sugar Factories projected India's 2025/26 sugar production would climb +19% y/y to 35 MMT, citing larger planted cane acreage. The outlook for abundant rainfall in India could lead to a bumper sugar crop, which is bearish for prices. On April 15, India's Ministry of Earth Sciences projected an above-normal monsoon this year, with total rainfall forecast to be 105% of the long-term average. India's monsoon season runs from June through September. Signs of larger global sugar output are negative for prices. On May 22, the USDA's Foreign Agricultural Service (FAS) predicted that Brazil's 2025/26 sugar production would rise +2.3% y/y to a record 44.7 MMT. Also, India's 2025/26 sugar production is projected to rise +25% y/y to 35.3 MMT, citing favorable monsoon rains and increased sugar acreage. In addition, Thailand's...
Earnings Call Insights: Napco Security Technologies (NSSC) Q2 2026 Management View Richard Soloway, CEO, highlighted record Q2 revenue and ongoing momentum, driven by "our recurring revenue model, which delivers steady growth while maintaining its substantial profitability." Soloway stated that equipment revenue saw double-digit increases for consecutive quarters and noted ongoing strength in both...
Earnings Call Insights: Napco Security Technologies (NSSC) Q2 2026 Management View Richard Soloway, CEO, highlighted record Q2 revenue and ongoing momentum, driven by "our recurring revenue model, which delivers steady growth while maintaining its substantial profitability." Soloway stated that equipment revenue saw double-digit increases for consecutive quarters and noted ongoing strength in both the door locking and Intrusion and Alarm segments. He added, "We are confident in our ability to continue the momentum through the end of the fiscal 2026 and to execute on our plan to provide enhanced shareholder value and growth." Soloway announced a significant management addition: "We are pleased with the recent addition of our Chief Revenue Officer, Joe Paczynski. With his 35-plus years as a business development executive, he will provide the company with strong leadership, vision and the ability to help NAPCO achieve even stronger revenue growth." Kevin Buchel, COO, reported, "Total revenue for the quarter was $48.2 million, and that represents a Q2 record, and it's an increase of 12.2% compared to last year's second quarter." He noted equipment revenue of $24.3 million, up 12% year-over-year, and cited "continued strength and durability of our distributor and dealer relationships as well as the impact of the price increases implemented at the end of fiscal 2025." Buchel emphasized operational efficiency, with equipment gross margin improving to 28% from 24% the previous year, and recurring revenue growing 12.5% to $23.8 million with a gross margin of 90.2%. The recurring revenue run rate reached $99 million based on January 2026 recurring revenue, up from $95 million last quarter. He stated, "Operating income for the Q2 increased 32% year-over-year to $14.8 million. Net income increased 29% to $13.5 million, and that represents 28% of revenue for the quarter." Andrew Vuono, CFO, reported, "Net revenue for the quarter increased 12.2% to $48.2 million as compared to $4...
↘️ Coinbase (COIN), Strategy (MSTR) and Robinhood (HOOD): Shares of the crypto-linked companies slid after bitcoin prices sank. The digital token recently traded at around $78,000. 🔎Newmont (NEM) and Barrick Mining (B, CA: ABX): Shares in the gold miners finished higher.
↘️ Coinbase (COIN), Strategy (MSTR) and Robinhood (HOOD): Shares of the crypto-linked companies slid after bitcoin prices sank. The digital token recently traded at around $78,000. 🔎Newmont (NEM) and Barrick Mining (B, CA: ABX): Shares in the gold miners finished higher.
Yuriy Pozdnikov/iStock via Getty Images To the extent that “ignore the valuation and just buy” is a viable investment strategy, you could do worse than Atlas Copco AB (publ) ( ATLKY ), as this leading industrial at least has a long-term track record of market-beating and sector-beating performance, despite an often-high valuation. Here and now, Atlas looks operationally well-poised to leverage an ...
Yuriy Pozdnikov/iStock via Getty Images To the extent that “ignore the valuation and just buy” is a viable investment strategy, you could do worse than Atlas Copco AB (publ) ( ATLKY ), as this leading industrial at least has a long-term track record of market-beating and sector-beating performance, despite an often-high valuation. Here and now, Atlas looks operationally well-poised to leverage an eventual industrial recovery, but the shares have already moved some ahead of this recovery. Atlas shares have had a mixed performance since my last update . The local shares are basically flat, meaningfully underperforming the broader industrial space and higher-flying names like Parker Hannifin ( PH ), though outperforming Ingersoll Rand ( IR ) and until very recently also outperforming VAT Group ( VACNY ). The U.S.-traded ADRs have fared modestly better due to currency moves but have still lagged the broader industrial sector. Although I have some doubts about the pace of recovery in 2026, I do expect Atlas to see a strong rebound over the next three years with double-digit annualized core revenue growth and meaningful margin re-expansion. While that doesn’t drive a compelling fair value today, investors who can live with the valuation challenges here may yet see this as a credible name to play a broader industrial recovery as well as a renewed semiconductor capex cycle. A Weak End To 2025 And So-So Guidance Atlas didn’t exactly close the year on a strong note, as fourth quarter results were disappointing across most lines and guidance was not exactly robust. Revenue declined 7% as reported and was flat in organic terms, which is shaping up as a relatively weak performance compared to the broader industrial sector so far and was a bit below sell-side expectations. Gross margin picked up 50bp to 42%, but adjusted operating income declined 13%, missing by 4%, with margin down 130bp to 20.5%. The Compressor Technique business saw 3% revenue growth, missing slightly, with so...
Suzi Media Production/iStock via Getty Images Introduction It's time for a fresh look at ConocoPhillips ( COP ). Recent crude price action has taken the stock out of the $80s into the low $100s, slightly above the area where we've recommended the company in the past. Most recently, in the middle of last year, we gave it a "Strong B uy" in the $90s on rising cash flow following the Marathon Oil acq...
Suzi Media Production/iStock via Getty Images Introduction It's time for a fresh look at ConocoPhillips ( COP ). Recent crude price action has taken the stock out of the $80s into the low $100s, slightly above the area where we've recommended the company in the past. Most recently, in the middle of last year, we gave it a "Strong B uy" in the $90s on rising cash flow following the Marathon Oil acquisition a few months earlier. OCF from Q-3, 2024-Q-3, 2025 is up, but only slightly, from $5,763 bn to $5,878 bn, or 2%. Probably due to declining oil prices, but still a disappointment after a $22.5 bn acquisition. Hopefully better days are ahead. The slide below tells a pretty good story-lower capex, LOE heading down, and a slight rise in production. If they deliver on this incrementally when they report on the 4th, the stock could rally. The inverse would also be true in the case where there is no progress. COP 2026 Guidance (COP) The market has mixed emotions about COP's prospects. After a year of EPS beats, forecasts are for a big drop-$1.07 per share for Q-4, 2025. That's down from $1.41-which they beat by a mile, coming in at $1.61 for Q-3. The overall rating is Overweight , which can be a weak "Buy" or a "Hold." Price targets have a midpoint of $115.00, or about 6% higher than the present $104-ish. ConocoPhillips is one we've owned in the past and notionally would like to own again. In times past, its current price point around $100 was our buy signal, and it may still be after we do our due diligence. It trades in a fairly close range with other big-cap shale drillers that also have international exposure, with the exception of Canadian Natural Resources ( CNQ ). ( CNQ may have gotten out a little over its skis .) But the price per flowing barrel of $62,500 may also be a little rich. Shale cohort (Seeking Alpha) So let's review what COP told us at the end of Q-3 and decide how it ranks against other opportunities. The Thesis for ConocoPhillips Currently producing ...
On Jan. 22, 2026, Stanich Group LLC reported in an SEC filing that it sold out its entire position in iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC) during the fourth quarter. The estimated value of the trade was $5.56 million, based on the average price for the quarter. According to a Jan. 22, 2026, SEC filing , Stanich Group LLC eliminated its holding of 235,868 shares in iShares ESG Awa...
On Jan. 22, 2026, Stanich Group LLC reported in an SEC filing that it sold out its entire position in iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC) during the fourth quarter. The estimated value of the trade was $5.56 million, based on the average price for the quarter. According to a Jan. 22, 2026, SEC filing , Stanich Group LLC eliminated its holding of 235,868 shares in iShares ESG Aware USD Corporate Bond ETF in the fourth quarter. The estimated transaction value was $5.56 million, calculated using the quarter’s average price. The fund reported a $5.56 million decrease in the quarter-end value of its SUSC stake, which includes both trading and price effects. iShares ESG Aware USD Corporate Bond ETF (SUSC) offers institutional and individual investors exposure to a diversified portfolio of investment-grade U.S. corporate bonds screened for ESG factors. The fund aims to deliver stable income and moderate total return while integrating responsible investment principles. Its scale and disciplined index-tracking methodology provide efficient access to the ESG segment of the U.S. corporate bond market. Continue reading
The 2027 World Cup will get off to a low-key start with Australia kicking off against Hong Kong after the organisers opted against beginning the tournament with the Wallabies’ blockbuster pool fixture against New Zealand. When Australia were drawn in the same pool as their arch-rivals in December it was widely expected that such a mouth-watering fixture would raise the curtain on the tournament. H...
The 2027 World Cup will get off to a low-key start with Australia kicking off against Hong Kong after the organisers opted against beginning the tournament with the Wallabies’ blockbuster pool fixture against New Zealand. When Australia were drawn in the same pool as their arch-rivals in December it was widely expected that such a mouth-watering fixture would raise the curtain on the tournament. However, with the first match taking place on Australia’s west coast in Perth on 1 October, organisers have opted to pit Hong Kong – competing at their first World Cup – against the Wallabies in what is sure to be a one-sided affair. The opening weekend of the tournament features just one fixture involving two tier-one nations – South Africa against Italy. Australia’s fixture against the All Blacks will take place on the second weekend of the tournament in Sydney, where a bigger stadium will maximise exposure. England, meanwhile, will begin their campaign in Brisbane against Tonga on Saturday 2 October before locking horns with Zimbabwe – appearing at the World Cup for the first time since 1991 – in Adelaide on Friday 8 October and finishing their pool-stage campaign against Wales in Sydney on Saturday 16 October. Should they progress as expected, Borthwick’s side will have to crisscross Australia with a last-16 trip to Perth on the cards where they could face Italy. Borthwick is planning a reconnaissance mission to Australia but with the Rugby Football Union’s performance operations manager, Charlotte Gibbons, seconded to the British & Irish Lions tour last year, the head coach believes England will leave no stone unturned in their preparations. “With the clarity from this announcement, we can also now start our own planning, to ensure we arrive in Australia ready to perform at our best,” the England head coach said. “Being based across Brisbane, Adelaide and Sydney gives us the opportunity to play in three outstanding stadiums in a country rich in rugby and World Cup histo...
Central Asia’s water insecurity may seem a distant concern. But its rivers underpin Eurasian trade corridors, sustain global food markets and power regional energy systems. As water stress worsens, this is no longer just an environmental issue but a strategic threat across Eurasia – demanding urgent attention in Beijing, Brussels and beyond. Central Asia is warming twice as fast as the global aver...
Central Asia’s water insecurity may seem a distant concern. But its rivers underpin Eurasian trade corridors, sustain global food markets and power regional energy systems. As water stress worsens, this is no longer just an environmental issue but a strategic threat across Eurasia – demanding urgent attention in Beijing, Brussels and beyond. Central Asia is warming twice as fast as the global average, accelerating glacier retreat in mountain ranges that act as natural reservoirs. As a result, flows in the major transnational rivers are becoming more volatile while droughts grow more frequent. These shifts strain agriculture and hydropower, undermine rural livelihoods and deepen socio-economic vulnerabilities across the region. For Beijing, these risks are immediate. Western China and Central Asia share key river basins, making water security a cross-border concern. Unpredictable flows strain agriculture and industry in Xinjiang, while water scarcity compounds socio-economic pressures in sensitive border regions – an issue Beijing monitors closely. Advertisement Climate stress in Central Asia also affects the Belt and Road Initiative . Transport corridors, industrial zones and logistics hubs depend on predictable water and energy supplies. Meanwhile, disruptions to food imports from Kazakhstan and instability in regional energy exchanges affect China’s western development strategy and the long-term viability of its Eurasian corridors. Europe faces parallel exposure. The European Union is investing heavily in the Trans-Caspian International Transport Route as an alternative to routes transiting Russia and a part of supply chain diversification. The EU, together with partner institutions, is also accelerating investment in the Global Gateway framework to support connectivity in Central Asia. Advertisement But the persistent threat of climate volatility looms large over the corridor’s reliability: water shortages can disrupt industry and agriculture, strain power networ...
SANTA CLARA, Calif., Feb. 02, 2026 (GLOBE NEWSWIRE) -- SI-BONE, Inc. (Nasdaq: SIBN), the global leader in developing procedural solutions to address clinical challenges associated with compromised bone, today announced it will report financial results for the fourth quarter and full year ended December 31, 2025 after market close on Monday, February 23, 2026. Management will host a conference call...
Southampton, PA, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Quaint Oak Bancorp, Inc. (the “Company”) (OTCQB: QNTO), the holding company for Quaint Oak Bank (the “Bank”), announced today net income for the quarter ended December 31, 2025 of $174,000, or $0.07 per basic and diluted share, compared to net income of $1.6 million, or $0.60 per basic and diluted share, for the same period in 2024. Net income for...
Southampton, PA, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Quaint Oak Bancorp, Inc. (the “Company”) (OTCQB: QNTO), the holding company for Quaint Oak Bank (the “Bank”), announced today net income for the quarter ended December 31, 2025 of $174,000, or $0.07 per basic and diluted share, compared to net income of $1.6 million, or $0.60 per basic and diluted share, for the same period in 2024. Net income for the year ended December 31, 2025 was $322,000, or $0.12 per basic and diluted share, compared to net income of $2.8 million, or $1.08 per basic and diluted share, for the same period in 2024. Robert T. Strong, Chief Executive Officer stated, “Starting our Centennial Year is a proud moment for our entire organization as it reflects a long-standing culture of resilience and disciplined leadership. Our ability to navigate changing environments while investing in the future has earned the continued trust of shareholders and customers. Reaching 100 years is not about survival but sustained progress, driven by adapting to industry direction and the evolving needs of our customers.” “2025 continued as a year of building out both technology platforms and personnel which largely accounted for the $2.2 million increase in non-interest expense for the year ended December 31, 2025, over calendar year 2024. During 2025, the Bank invested significant resources and capital to lay the proper foundation on which we expect to grow net income and optimize the balance sheet.” “As we enter 2026, we have now moved from investment to activation in our international correspondent banking business line, from which we expect to see results in 2026. We anticipate that the long-term investments we have made have positioned us for growth in this sector and will provide promising results.” “Additionally, our SBA initiative showed considerable progress in 2025. Our status as an SBA Preferred Lender has empowered the Commercial Lending team to operate with greater efficiency, resulting in a substantial i...
With record earnings likely coming this year, investors can't get enough of this century-old industrial giant. In January 2025, I predicted that Nvidia, which was the best-performing component of the Dow Jones Industrial Average in 2024, would beat the S&P 500 again in 2025. That prediction came true. And although Nvidia was one of the top Dow performers, it wasn't No. 1. Heavy machinery and earth...
With record earnings likely coming this year, investors can't get enough of this century-old industrial giant. In January 2025, I predicted that Nvidia, which was the best-performing component of the Dow Jones Industrial Average in 2024, would beat the S&P 500 again in 2025. That prediction came true. And although Nvidia was one of the top Dow performers, it wasn't No. 1. Heavy machinery and earth-moving equipment manufacturer Caterpillar (CAT +5.10%) surged 57.9% in 2025 -- making it the top performer of the 30 Dow components. Caterpillar has added to those gains -- up 14.7% year to date at the time of this writing, and surpassing $300 billion in market capitalization for the first time in company history. Here's why Caterpillar is on fire, and if the blue chip stock has more room to run in 2026. Caterpillar is very much a part of the AI boom The tech sector tends to capture the artificial intelligence (AI) spotlight. But rip-roaring gains from industrial stocks like Caterpillar and GE Vernova demonstrate the ripple effects of demand for AI infrastructure. Expand NYSE : CAT Caterpillar Today's Change ( 5.10 %) $ 33.55 Current Price $ 690.91 Key Data Points Market Cap $308B Day's Range $ 657.43 - $ 691.38 52wk Range $ 267.30 - $ 691.38 Volume 4.4M Avg Vol 2.5M Gross Margin 34.32 % Dividend Yield 0.90 % Data centers are chock-full of high-powered chips and networking systems. But building those data centers requires power and construction. Caterpillar is at the cross-section of both the construction side of AI data centers and the power side. The company makes industrial gas turbines, generator sets, and battery storage solutions that can help power data centers when grid connections are limited or unavailable. Caterpillar has also been implementing AI into its products through the Cat AI Assistant and developing more intelligent, autonomous machines. On Jan. 7, Caterpillar announced a partnership with Nvidia to take AI to the physical world through industrial innova...
(RTTNews) - Rebounding from Friday's losses, Canadian stocks moved higher on Monday after market sentiments were boosted following the release of stronger-than-expected Purchasing Managers' Index data that showed expansion in the manufacturing sector. After opening just a little below the previous week's close, today the benchmark S&P/TSX Composite Index gained momentum to trade positively through...
(RTTNews) - Rebounding from Friday's losses, Canadian stocks moved higher on Monday after market sentiments were boosted following the release of stronger-than-expected Purchasing Managers' Index data that showed expansion in the manufacturing sector. After opening just a little below the previous week's close, today the benchmark S&P/TSX Composite Index gained momentum to trade positively throughout the session before settling at 32,183.88, up by 260.36 points (or 0.82%). Nine of the 11 sectors posted gains today, with the consumer staples sector leading the pack. On the economic data front, S&P Global's Canada Manufacturing Purchasing Managers' Index rose to 50.4 for January 2026 from 48.6 in the previous month. This marks the end of an eleven-month downturn, indicating that there is an expansion of industrial activity despite U.S. tariff pressures and prevailing global trade uncertainty. Last weekend, after U.S. President Donald Trump announced that he has finalized Kevin Warsh as his choice to succeed current U.S. Federal Reserve Chair Jerome Powell, stocks linked to gold and silver plummeted, pulling down the index. As Warsh is known for his "hawkish" stance, markets discounted any future rate cuts for this year, and the U.S. dollar index gained while metals slumped. Gold prices today extended the losses. Signaling a potential de-escalation of the U.S.-Iran conflict over Iran's nuclear program, Trump yesterday announced that Iran was "seriously talking with the U.S." As signs of easing of tensions surface, oil prices turned to the downside, leading to losses in the oil-linked energy sector stocks in Canada market. While the weakness in the energy sector weighed on the index, strength in the consumer staples and financial sectors overrode the losses. Last week, Prime Minister Mark Carney promised to help low-income consumers to shield the effects of rising grocery prices by including a 25% hike to the GST credit over the next five years along with a one-time pay...
Populist conservative Laura Fernández wins Costa Rica's presidential election toggle caption Carlos Borbon/AP SAN JOSE, Costa Rica — Conservative populist Laura Fernández won Costa Rica's presidency, promising to continue the aggressive reorienting of the Central American nation's politics started by her political sponsor, outgoing President Rodrigo Chaves. Preliminary and partial results showed t...
Populist conservative Laura Fernández wins Costa Rica's presidential election toggle caption Carlos Borbon/AP SAN JOSE, Costa Rica — Conservative populist Laura Fernández won Costa Rica's presidency, promising to continue the aggressive reorienting of the Central American nation's politics started by her political sponsor, outgoing President Rodrigo Chaves. Preliminary and partial results showed the Costa Rican president's handpicked successor captured the win with a resounding first-round victory, eliminating the need for a runoff in a crowded field after Sunday's election. The Supreme Electoral Tribunal reported that with votes from 96.8% of polling places tallied, Fernández of the Sovereign People's Party had 48.3% of the vote. Her closest challenger was economist Álvaro Ramos of the National Liberation Party with 33.4%. Sponsor Message Ramos conceded Sunday night and pledged to lead a "constructive opposition," but one that would not let those in power get away with anything. Fernández will not be formally declared the winner until electoral officials complete a manual count scheduled to begin Tuesday. "In democracy dissent is allowed, criticizing is allowed," he said. On Monday, Fernández said that her greatest desire as the next president is to consolidate Costa Rica's development to be able to better face global challenges and to produce solid economic growth. "I hope that we can immediately lower the flags of whichever political party and start working only in favor of the Costa Rican flag," Fernández said. "I believe the Costa Rican people expect nothing less of us." At least 40% of the total vote was required to win the presidential election in the first round. Fernández campaigned on continuing the policies of the term-limited Chaves. The historically peaceful Central American nation's crime surge in recent years was a major issue in the campaign. Some voters faulted Chaves' presidency for failing to bring those rates down, but many see a continuation of ...
Seeking Alpha More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M Simon Property Q4 earnings previ...
Seeking Alpha More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M Simon Property Q4 earnings preview: What to expect