(RTTNews) - U.S. Bancorp (USB), parent company of U.S. Bank, announced that Gunjan Kedia, Chief Executive Officer and President, has been appointed chairman of its Board of Directors, effective immediately. Andy Cecere, the current executive chairman, will retire from the Board at that time; Roland Hernandez will continue in his role as the Board's lead independent director. "Gunjan is a remarkabl...
(RTTNews) - U.S. Bancorp (USB), parent company of U.S. Bank, announced that Gunjan Kedia, Chief Executive Officer and President, has been appointed chairman of its Board of Directors, effective immediately. Andy Cecere, the current executive chairman, will retire from the Board at that time; Roland Hernandez will continue in his role as the Board's lead independent director. "Gunjan is a remarkable leader who is well-respected by the Board, her team and our stakeholders for her strategic acumen, client focus and ability to drive business performance. Most importantly, she understands the company's culture and leads with a long-term perspective," Hernandez said. "The Board of Directors has tremendous confidence in her ability to execute and lead the Board and the company into a dynamic future." The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Electricite de France SA will repair cracked pipes at its Civaux 1 nuclear reactor during a scheduled maintenance halt next year, avoiding an unplanned outage. Two tiny cracks that pose no risk to plant safety were detected in October, the company said Wednesday. The utility has installed equipment to prevent them becoming more severe and will replace the affected parts during a planned shutdown t...
Electricite de France SA will repair cracked pipes at its Civaux 1 nuclear reactor during a scheduled maintenance halt next year, avoiding an unplanned outage. Two tiny cracks that pose no risk to plant safety were detected in October, the company said Wednesday. The utility has installed equipment to prevent them becoming more severe and will replace the affected parts during a planned shutdown that starts in March 2027. The decision on timing — approved by France’s nuclear safety authority — may ease concerns about any impact on output. Europe’s power market is sensitive to unscheduled stoppages in the country’s vast atomic fleet, after EDF had to undertake lengthy emergency repairs in 2022 in 2023, just as Russia’s invasion of Ukraine triggered a regionwide energy crisis. France’s nuclear production has since rebounded, underpinning record electricity exports the past two years amid subdued domestic demand. Since 2023, EDF has checked for so-called stress corrosion during planned reactor halts, and has “industrialized” its repair processes, the company said Wednesday. Most of the time, such repairs have little or no impact on the duration of the maintenance shutdown, it said. EDF has fixed more than 80 “significant” pipe cracks in the past four years and now has the situation “under control,” according to Olivier Dubois, a commissioner at the safety authority. The utility has also installed “collars” near the welds that are most sensitive to stress corrosion, which should help to protect them, he said Tuesday. The authority’s chairman, Pierre-Marie Abadie , said it’s not an issue that will go away, with the corrosion “part of the life of facilities.” But EDF “will make proposals on its day-to-day monitoring policy, and implement measures that allow it to limit stress corrosion,” he said. Read More: Why France Is Now Better Prepared for Any New EDF Reactor Cracks
hapabapa/iStock Editorial via Getty Images Novo Nordisk ( NVO ) has spent nearly half a billion dollars promoting its GLP-1 drugs Wegovy and Ozempic in the U.S., beating Lilly ( LLY ), whose U.S. advertising spend for its rival medicines Zepbound and Mounjaro exceeded $200M, Reuters reported on Wednesday based on data for the first nine months of 2025. According to advertising tracking firm MediaR...
hapabapa/iStock Editorial via Getty Images Novo Nordisk ( NVO ) has spent nearly half a billion dollars promoting its GLP-1 drugs Wegovy and Ozempic in the U.S., beating Lilly ( LLY ), whose U.S. advertising spend for its rival medicines Zepbound and Mounjaro exceeded $200M, Reuters reported on Wednesday based on data for the first nine months of 2025. According to advertising tracking firm MediaRadar, the Danish drugmaker spent an estimated $316M and $169M, respectively, over the period for promotional efforts related to its weight-loss drug Wegovy and its diabetes therapy Ozempic, indicating ~54% YoY and ~44% YoY growth. Meanwhile, Lilly’s ( LLY ) advertising expenditure for its obesity and diabetes products, Zepbound and Mounjaro, reached $131M and $83M for the period, respectively. The Indiana-based drugmaker spent nearly $2M to promote Zepbound in 2024, a year after the U.S. FDA approved the once-weekly injectable for weight management in obese and overweight adults. In aggregate, Novo ( NVO ) spent $487M to advertise its GLP-1s, while Lilly’s ( LLY ) promotional cost for its dual GIP and GLP-1 receptor agonists reached $214M in the U.S. The companies’ advertising budgets contrast as Novo ( NVO ) trails its U.S. rival in the lucrative duopoly for weight loss drugs. According to data from healthcare analytics firm IQVIA ( IQV ) shared by Wall Street analysts, U.S. scripts for Zepbound exceeded those for Wegovy last year, giving LLY a share of roughly 60% in the obesity drug market. More on Novo Nordisk A/S, Eli Lilly Novo Nordisk: The Q4 Setup Favors Another Beat (Earnings Preview) Novo Nordisk Vs. Eli Lilly: The Tide May Be Turning For The Underdog Novo Nordisk: This Run Is Just Getting Started Pfizer, Novartis, Lilly drugs in latest round of Medicare drug price negotiations Healthcare lobbying efforts reach record high in Washington: report
Lianhe Sowell International ( NASDAQ: LHSW ) announced on Wednesday that it received a notice from Nasdaq dated Jan. 22, 2026, stating that the company is not in compliance with the $1.00 minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2). Under Nasdaq Listing Rule 5810(c)(3)( A ), the company has 180 calendar days, until July 21, 2026, to regain compliance. The company will monito...
Lianhe Sowell International ( NASDAQ: LHSW ) announced on Wednesday that it received a notice from Nasdaq dated Jan. 22, 2026, stating that the company is not in compliance with the $1.00 minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2). Under Nasdaq Listing Rule 5810(c)(3)( A ), the company has 180 calendar days, until July 21, 2026, to regain compliance. The company will monitor the closing bid price of its shares and consider available options to regain compliance with Nasdaq’s minimum bid price rule. Shares +13.70%. More on Lianhe Sowell International Group Ltd Seeking Alpha’s Quant Rating on Lianhe Sowell International Group Ltd Financial information for Lianhe Sowell International Group Ltd
28 January 2026 UPDATE Behind Kyle Hanagami’s :br(l):viral dance creations edited :br(l):with Final Cut Pro New intelligent features roll out today with Apple Creator Studio Director and choreographer Kyle Hanagami doesn’t typically watch his old dance videos. But there is one exception: a dimly lit stage performance that features eight pairs of dancers controlling glowing orbs of light as they gl...
28 January 2026 UPDATE Behind Kyle Hanagami’s :br(l):viral dance creations edited :br(l):with Final Cut Pro New intelligent features roll out today with Apple Creator Studio Director and choreographer Kyle Hanagami doesn’t typically watch his old dance videos. But there is one exception: a dimly lit stage performance that features eight pairs of dancers controlling glowing orbs of light as they glide through Hanagami’s emotional choreography. “It’s a piece of my heart that I left on the internet,” he says, describing his 2017 YouTube video set to Adele’s “Love in the Dark.” Hanagami rarely appears onscreen in this video, and that’s the way he likes it. Despite his larger-than-life social media presence — over 7 million followers across YouTube, TikTok, and Instagram — Hanagami prefers to stay behind the scenes. “I have a bit of stage fright,” he says. But his presence is deeply felt through his collaborators’ movement. Today, Hanagami’s choreography credits include eight years of work with global K-pop sensation BLACKPINK and the 2024 movie Mean Girls. His first big gig was serving as supervising choreographer for Jennifer Lopez’s Las Vegas residency in 2016, and he is currently choreographing Disney’s stage adaptation of Zootopia. Self-taught on iMovie, Hanagami transitioned to Final Cut Pro in 2009, discovering that professional tools could give him full creative control over how his work was experienced. “I’ve always been an early adopter of technology,” Hanagami says. “Final Cut Pro allowed me to think about more than just what I saw in the camera.” He credits the app with helping to pave the way for his career as a choreographer, equipping him with the production chops and social media savvy to translate his craft into a beloved brand. It wasn’t always this way. Hanagami enrolled at UC Berkeley as a pre-med student. One organic chemistry class later, he switched majors — and was looking for something more when he stumbled upon his first dance crew. “We would re...
Schneider National ( SNDR ) declares $0.10/share quarterly dividend , 5.3% increase from prior dividend of $0.095. Forward yield 1.35% Payable April 8; for shareholders of record March 13; ex-div March 13. See SNDR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Schneider National Schneider National Reaches Cyclical High, Waiting For A Trucking Rebound, Too Expensive Schneider National...
Schneider National ( SNDR ) declares $0.10/share quarterly dividend , 5.3% increase from prior dividend of $0.095. Forward yield 1.35% Payable April 8; for shareholders of record March 13; ex-div March 13. See SNDR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Schneider National Schneider National Reaches Cyclical High, Waiting For A Trucking Rebound, Too Expensive Schneider National: Why The Freight Cycle Turn In 2026 Supports A Buy (Rating Upgrade) Schneider National, Inc. (SNDR) Presents at Baird 55th Annual Global Industrial Conference Transcript Schneider National upgraded at Raymond James on attractive valuation Schneider outlines $0.70 EPS guidance for 2025 as supply rationalization accelerates
Meta Platforms, Inc. (NASDAQ:META) is in focus Wednesday ahead of the company's fourth-quarter earnings report today after the market closes. Meta's Earnings Under Legal Scrutiny Meta approaches its fourth-quarter earnings report as the company faces ongoing legal scrutiny, including lawsuits related to WhatsApp encryption disclosures and allegations tied to the safety of AI chatbot features. The ...
Meta Platforms, Inc. (NASDAQ:META) is in focus Wednesday ahead of the company's fourth-quarter earnings report today after the market closes. Meta's Earnings Under Legal Scrutiny Meta approaches its fourth-quarter earnings report as the company faces ongoing legal scrutiny, including lawsuits related to WhatsApp encryption disclosures and allegations tied to the safety of AI chatbot features. The company faces expectations to deliver revenue of $58.30 billion as investors look to see whether Meta can sustain performance despite heightened regulatory and legal pressures. Analysts also expect Meta to report earnings per share of $8.21 . Investors will look to updates on advertising performance and user engagement across Meta's platforms, including Facebook and Instagram, as advertising remains a key driver of revenue. Analyst Changes: Ahead of the earnings report, multiple analysts issued price target adjustments. Meta Shares Trade Flat At the time of writing, Meta shares are trading 0.24% higher at $674.56, according to data from Benzinga Pro. Image via Shutterstock
Nigeria has set up a joint committee with Turkey to more than double bilateral trade to $5 billion, as the West African nation turns to the Middle East to diversify its economy and attract investment. The committee “will create opportunities for an expansion and support of Turkish investments in Nigeria in order to meet the target,” Turkish President Recep Tayyip Erdogan said on Tuesday in Ankara,...
Nigeria has set up a joint committee with Turkey to more than double bilateral trade to $5 billion, as the West African nation turns to the Middle East to diversify its economy and attract investment. The committee “will create opportunities for an expansion and support of Turkish investments in Nigeria in order to meet the target,” Turkish President Recep Tayyip Erdogan said on Tuesday in Ankara, according to an emailed statement from the Nigerian presidency. The trade panel was among agreements reached during a state visit by Nigerian President Bola Tinubu that also included the purchase of Turkish military equipment. Trade between the two nations is currently $2 billion, the Nigerian government said. No timeframe was given for reaching the new goal. The deal comes weeks after Africa’s most populous nation signed an economic partnership with the United Arab Emirates as Tinubu — in common with other leaders — seeks to diversify his nation’s relations in response to US President Donald Trump’s tariffs. Read More: Nigeria, UAE Agree Accord to Boost Trade, Unlock Investment The deals with Turkey and UAE is a signal that Nigeria “is recalibrating its foreign economic strategy amid shifts in global power dynamics,” said Joachim MacEbong, senior analyst at Control Risks. “This is a continuation of Nigeria’s historical commitment to non-alignment,” that goes back to the Cold War, he said. Since coming into power in 2023, Tinubu has pursued an expansive foreign diplomacy agenda, engaging the BRICS group of nations, Gulf states, Latin America and traditional Western partners plus the multilateral institutions to foster relations. Trade flows between Africa’s largest oil producer and the rest of the world totaled $96 billion in 2024, according data compiled by Bloomberg, with China, India and the US being its three largest trade partners. Tinubu’s aim is to “reduce over-reliance on a single power by leveraging global fragmentation and to broaden access to capital, trade, and...
The Smithsonian National Zoo's giant pandas Bao Li and Qing Bao spent time outside in the snow while a massive winter storm hit the DC region. The zoo explained why the pair are kept in separate enclosures: "Giant pandas tend to prefer their own space and usually only share habitat when they're ready to reproduce, which is why they are housed separately at the zoo." The storm hit wide swaths of th...
The Smithsonian National Zoo's giant pandas Bao Li and Qing Bao spent time outside in the snow while a massive winter storm hit the DC region. The zoo explained why the pair are kept in separate enclosures: "Giant pandas tend to prefer their own space and usually only share habitat when they're ready to reproduce, which is why they are housed separately at the zoo." The storm hit wide swaths of the Unites States and caused chaos from Texas to the tip of Maine, snarled roadways, knocked out power, and buried major cities under a thick blanket of snow.
TikTok Users Report Trouble Posting About Epstein, ICE, Days After Company Finalizes Sale To US Investors Censorship concerns are back in the spotlight after TikTok users claim to be having trouble posting about Jeffrey Epstein and ICE raids. Days after the company finalized a sale to a consortium of American investors who now control TikTok's business in the US - which averted a national ban of t...
TikTok Users Report Trouble Posting About Epstein, ICE, Days After Company Finalizes Sale To US Investors Censorship concerns are back in the spotlight after TikTok users claim to be having trouble posting about Jeffrey Epstein and ICE raids. Days after the company finalized a sale to a consortium of American investors who now control TikTok's business in the US - which averted a national ban of the app over national security concerns - users report being unable to use the word "Epstein" in direct messages . The company responded, telling NPR "We don't have rules against sharing the name 'Epstein' in direct messages and are investigating why some users are experiencing issues." TikTok said none of its content moderation rules have changed. Still, when some users tried to send direct messages containing the word "Epstein," an automatic prompt appeared declaring that the message may be in violation of TikTok's community guidelines. The messages were not sent, according to the prompt, "to protect our community." Tests by NPR, and other accounts on social media, show that it was happening inconsistently; Some users were able to send messages with "Epstein," and some were not. The TikTok spokesman said that is consistent with the company's own analysis so far, yet the exact cause is still under review. TikTok users are also claiming that the platform is censoring information related to the Trump administration's immigration enforcement actions , as many users on the platform report being unable to upload videos on the topic. The TikTok censorship this week is genuinely insane. It’s a very bad look to have more censorship under American management than under Chinese management. It almost goes without saying that if it doesn’t reverse course immediately, it deserves the scandal & exodus it’s getting. — Mike Benz (@MikeBenzCyber) January 28, 2026 Some are pointing a finger at TikTok's new ownership - which includes lead investor Oracle, run by billionaire Larry Ellison, a c...
StevenStarr73/iStock Editorial via Getty Images Introduction Here is the paradox. Oil and natural gas inventories are rising . We have an abundance of supply and, yet, we are hearing all over the world that the real constraint the economy will face will be energy. XOM 2025 Investor Presentation This is a consequence of the shift to geo-capex that we have recently discussed after Davos. It shows th...
StevenStarr73/iStock Editorial via Getty Images Introduction Here is the paradox. Oil and natural gas inventories are rising . We have an abundance of supply and, yet, we are hearing all over the world that the real constraint the economy will face will be energy. XOM 2025 Investor Presentation This is a consequence of the shift to geo-capex that we have recently discussed after Davos. It shows that one of the bottlenecks of the economy is in energy infrastructure and this is why I am bullish on utilities in general ( XLU ). This leads me to today's topic: Exxon Mobil Corporation ( XOM ), an oil major that I have never covered so far on Seeking Alpha. Exxon Mobil: Business Overview Exxon Mobil has been around since 1882. It explores for crude and natural gas that it then drills, produces, refines, and markets. In addition, it also manufactures chemical byproducts that come from gas and crude. Recently, it has also expanded into the lithium business. It is both an upstream and downstream operator, which means that it has a volatile part (upstream) and another part that is more stable and that is able to generate steady cash flows (downstream). In other words, it would be a very limited view to consider it just an oil company. In reality, we have to consider the company a vertically integrated energy player, which is able to pull molecules out of its wells and manage their refining process up until they become high-tech chemicals that can even be used in medical devices or our smartphones. When we look at its revenue mix, we see, however, that it is skewed toward energy products (fuel), which brings in about 75%-77% of the total and contributes to the earnings mix by about 32%. This is the high-volume, lower-margin business that makes Exxon a so-called "cash cow". Upstream operations show the opposite dynamics: while the account for only 15%-17% of the company's revenues, they contribute to the earnings mix by about 55%-57%. This is the high-margin portion. Chemicals ...
Amazon.com Inc (NASDAQ:AMZN) is shutting down the lab and funding the battlefield. After years of experimenting with Amazon Fresh and Amazon Go, CEO Andy Jassy is pulling the plug on the underperformers and redirecting capital toward a 100-store Whole Foods expansion and a new physical "retail supercenter" concept. For investors, this isn't about retail aesthetics—it's about capital discipline and...
Amazon.com Inc (NASDAQ:AMZN) is shutting down the lab and funding the battlefield. After years of experimenting with Amazon Fresh and Amazon Go, CEO Andy Jassy is pulling the plug on the underperformers and redirecting capital toward a 100-store Whole Foods expansion and a new physical "retail supercenter" concept. For investors, this isn't about retail aesthetics—it's about capital discipline and margin strategy. Amazon Fresh was expensive to run, slow to scale, and failed to meaningfully dent Walmart Inc's (NYSE:WMT) core grocery share. Killing it frees up capital for formats that actually move volume. The Perishables Breakthrough Fresh food has always been e-commerce's hardest category. Shipping a USB cable is easy. Shipping ripe produce is not. Amazon says it has cracked the problem. Same-day perishable sales have reportedly grown 40x since early 2025, with ultra-fast delivery pushing staples like milk and eggs to doorsteps in as little as 30 minutes. Whole Foods stores are becoming high-margin logistics hubs, not just premium grocery aisles. For investors, that matters. Faster delivery increases frequency, basket size, and Prime stickiness—key drivers of lifetime customer value. The Supercenter Pivot In a strategic reversal, Amazon is now exploring its own big-box supercenter model—groceries, essentials, and general merchandise under one roof. It's the Walmart playbook, backed by Amazon's logistics and data stack. Walmart built dominance on physical density. Amazon is now buying density—selectively, with higher-margin real estate. The Retail Arms Race Walmart still commands scale with 4,700+ U.S. stores. Amazon's bet is different: fewer stores, higher margins, and last-mile delivery economics layered on top. This pivot signals tighter capital allocation and a clearer retail thesis. Amazon isn't chasing experimental formats anymore. It's consolidating into assets that drive volume, data, and Prime engagement. Fresh is dead. Whole Foods is the weapon. And the Wal...
Sundry Photography/iStock Editorial via Getty Images Qorvo's ( QRVO ) stock fell about 10% premarket on Wednesday after its fiscal fourth quarter outlook came in below estimates, while analysts remained largely neutral on the stock. Shares of Skyworks Solutions ( SWKS ), which is acquiring Qorvo in a $22B cash and stock deal, tumbled about 11%. Skyworks is the biggest S&P decliner today. Both Skyw...
Sundry Photography/iStock Editorial via Getty Images Qorvo's ( QRVO ) stock fell about 10% premarket on Wednesday after its fiscal fourth quarter outlook came in below estimates, while analysts remained largely neutral on the stock. Shares of Skyworks Solutions ( SWKS ), which is acquiring Qorvo in a $22B cash and stock deal, tumbled about 11%. Skyworks is the biggest S&P decliner today. Both Skyworks and Qorvo are major suppliers to Apple ( AAPL ). KeyBanc Capital Markets kept its Sector Weight rating on Qorvo — which provides radio frequency and power management solutions. "QRVO reported strong F3Q (Dec) results that beat, and guided F4Q (Mar) lower. Results were driven by strong iPhone demand, while lowered guidance was driven by weaker Android revs [revenues] from exits of lower-margin business and the impact of memory pricing. For FY27, QRVO revised up anticipated Android rev declines to $300M from $150M-$200M prior," said analysts led by John Vinh. The analysts added that regarding Apple content in fiscal 2027, content is expected to be flat as loss of share on the iPhone 18 Ultra-High Band Power Amplifier Duplexer, or UHB PAD, will be offset by higher content on the iPhone 18 with the internal modem with ET Power Management Integrated Circuits, or PMICs, and Mid/High Band, or MHB, share gains in iPads. J.P. Morgan maintained its Neutral rating but lowered the price target on the stock to $85 from $105. "Qorvo’s reported solid Dec-Qtr results (revenue/GM/EPS) driven by solid iPhone momentum and growth in its aerospace and defense businesses. For the Mar-Qtr outlook, the team guided for revenues to be down 19% Q/Q, which is well-below consensus expectations. This decline is primarily due to the continued exit from the low-tier Android business, which was more weighted in Q4," said analysts led by Peter Peng. The analysts noted that, looking ahead, the company expects the Android business to decline further on the continued exit of low-tier Android business, wor...
John Marshall Bancorp ( JMSB ) declares $0.09/share annual dividend . Forward yield 0.45% Payable March 4; for shareholders of record Feb. 11; ex-div Feb. 11. See JMSB Dividend Scorecard, Yield Chart, & Dividend Growth. More on John Marshall Bancorp Seeking Alpha’s Quant Rating on John Marshall Bancorp Historical earnings data for John Marshall Bancorp Dividend scorecard for John Marshall Bancorp ...
John Marshall Bancorp ( JMSB ) declares $0.09/share annual dividend . Forward yield 0.45% Payable March 4; for shareholders of record Feb. 11; ex-div Feb. 11. See JMSB Dividend Scorecard, Yield Chart, & Dividend Growth. More on John Marshall Bancorp Seeking Alpha’s Quant Rating on John Marshall Bancorp Historical earnings data for John Marshall Bancorp Dividend scorecard for John Marshall Bancorp Financial information for John Marshall Bancorp
Three big questions will follow the entertainment juggernaut on Groundhog Day. It's earnings season, and Walt Disney (DIS +0.04%) kicks off next week with fresh financials. The media giant will have a lot to prove when it offers up results for its fiscal first quarter on Monday morning. Its earnings call will take place an hour before the market opens for the day, week, and month. It will be Groun...
Three big questions will follow the entertainment juggernaut on Groundhog Day. It's earnings season, and Walt Disney (DIS +0.04%) kicks off next week with fresh financials. The media giant will have a lot to prove when it offers up results for its fiscal first quarter on Monday morning. Its earnings call will take place an hour before the market opens for the day, week, and month. It will be Groundhog Day, but don't place bets on whether Mickey Mouse will see its shadow. There will already be plenty of interesting things in play, making this potentially Disney's most significant earnings presentation since Bog Iger returned as CEO. Let's go over some of the reasons you might want to wake up early next week. 1. Can Disney put success in succession this time? Iger's extended four-year contract to run Disney ends later this year. He has been talked into staying before, but this time he seems ready to step down. Last year, Disney's board said it would announce Iger's successor early this year, giving the company more time to pass the torch than when it fumbled the handoff to Bob Chapek in early 2020. Well, it's early 2026. Analysts and the investor community will be tuning in on Monday morning. The next logical time to drop the news would be Disney's annual shareholder meeting in mid-March, but would Disney really want that kind of sideshow to take place during Iger's final gathering with investors? Announcing Iger's heir next week would free Disney to focus on the meeting in March. It wouldn't have to deal with any snap judgments, positive or negative, during the meeting itself. The last viable "investors are gathered" moment would be at Disney's fiscal second-quarter call in early May. That date might work, but it would mean Disney has to dodge succession questions during the shareholder meeting. Assuming Iger and Disney's board already have the next CEO in mind, there's no better time for the new leader to come out of the hole than on Groundhog Day. Expand NYSE : DIS...
Image source: The Motley Fool. Jan. 28, 2026 at 8:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Edward B. Meyercord Executive Vice President and Chief Financial Officer — Kevin Rhodes Senior Vice President, Finance and Corporate Development — Stan Kovler Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $318 million, representing 14%...
Image source: The Motley Fool. Jan. 28, 2026 at 8:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Edward B. Meyercord Executive Vice President and Chief Financial Officer — Kevin Rhodes Senior Vice President, Finance and Corporate Development — Stan Kovler Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $318 million, representing 14% year-over-year growth and exceeding the high end of the guidance range. -- $318 million, representing 14% year-over-year growth and exceeding the high end of the guidance range. Earnings per Share -- $0.26, up 24% year over year from $0.21, and above the high end of the company’s guidance. -- $0.26, up 24% year over year from $0.21, and above the high end of the company’s guidance. SaaS Annual Recurring Revenue (ARR) -- $227 million, reflecting 25% year-over-year growth, driven primarily by Platform One cloud subscriptions. -- $227 million, reflecting 25% year-over-year growth, driven primarily by Platform One cloud subscriptions. Subscription Bookings -- "our strongest subscription bookings on record with Extreme Platform One leading the way," according to Meyercord. -- "our strongest subscription bookings on record with Extreme Platform One leading the way," according to Meyercord. Platform One Bookings -- Performance in the period was "twice the amount of our target," per Rhodes. -- Performance in the period was "twice the amount of our target," per Rhodes. Larger Deals -- 34 deals exceeding $1 million were closed this quarter. -- 34 deals exceeding $1 million were closed this quarter. Recurring Revenue -- Up 12% year over year, with a strong pipeline for Platform One. -- Up 12% year over year, with a strong pipeline for Platform One. Subscription and Support Revenue -- $120 million, up 12% year over year and up 3% sequentially. -- $120 million, up 12% year over year and up 3% sequentially. Deferred SaaS Revenue -- $334 million, up 15% year over year. -- $334 million, u...
At Holdings Channel, we have reviewed the latest batch of the 38 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Duke Energy Corp (Symbol: DUK) was held by 16 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story...
At Holdings Channel, we have reviewed the latest batch of the 38 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Duke Energy Corp (Symbol: DUK) was held by 16 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in DUK positions, for this latest batch of 13F filers: In terms of shares owned, we count 7 of the above funds having increased existing DUK positions from 03/31/2025 to 06/30/2025, with 5 having decreased their positions and 1 new position. Worth noting is that Aurora Private Wealth Inc., included in this recent batch of 13F filers, exited DUK common stock as of 06/30/2025. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the DUK share count in the aggregate among all of the funds which held DUK at the 06/30/2025 reporting period (out of the 2,058 we looked at in total). We then compared that number to the sum total of DUK shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for DUK. We found that between these two periods, funds increased their holdings by 145,928 shares in...
Welcome to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. Here in our debut newsletter, you’ll find out about President Donald Trump’s agenda to fix the US housing market . We’ll also tell you about a cyber attack that’s holding up London home sales, a $2.6 bill...
Welcome to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. Here in our debut newsletter, you’ll find out about President Donald Trump’s agenda to fix the US housing market . We’ll also tell you about a cyber attack that’s holding up London home sales, a $2.6 billion headache for a mall developer in Hong Kong, and one way New York City is preparing for an influx of tourists for the World Cup this summer. Let’s get right to it. — Christine Maurus The big story Trump wants to be sure the US, facing a housing crunch, doesn’t become a “nation of renters.” To that end, he’s floated a litany of ideas designed to make homebuying cheaper for American families, from barring Wall Street firms from scooping up single-family houses, to allowing consumers to tap into 401(k) accounts — without penalty — for a down payment. He’d promised to expand on those plans during a special address at the World Economic Forum in Davos last week, but the conference ended without much more clarity. And at least one proposal ended up fizzling out. Here’s what we know: At Davos, Trump touted an executive order he’d signed that’s aimed at limiting purchases of single-family homes by institutional investors — however, it’s not an outright ban . He threw cold water on the 401(k) idea , saying during his return trip to Washington that he’s “not a huge fan” of having people borrow against the accounts. Fannie Mae and Freddie Mac have been directed to buy $200 billion of mortgage bonds in an effort to ease home-loan costs. Housing affordability is one of the country’s biggest economic challenges, so the stakes are high. Home prices that are hovering near records and mortgage rates stuck above 6% are keeping many would-be buyers and sellers on the sidelines. In some places, listings are piling up, and in others, there’s just not enough to choose from. But how much contr...
When individual semiconductor stocks can swing from losses to profits within two years, or when analyst estimates miss by over 1,000%, individual semiconductor stocks can experience extreme volatility. The Invesco Semiconductors ETF (NYSEARCA:PSI) offers a diversified alternative with a momentum-driven approach that captures sector growth through 30 holdings. Diversified Sector Exposure Through 30...
When individual semiconductor stocks can swing from losses to profits within two years, or when analyst estimates miss by over 1,000%, individual semiconductor stocks can experience extreme volatility. The Invesco Semiconductors ETF (NYSEARCA:PSI) offers a diversified alternative with a momentum-driven approach that captures sector growth through 30 holdings. Diversified Sector Exposure Through 30 Holdings PSI ... Well Done! Invesco’s Semiconductor ETF Returned 46% Without Just Chasing NVDA | PS
Quick Read Invesco Semiconductors ETF (PSI) returned 46% over the past year through equal weighting across 30 semiconductor companies. PSI holds only 3.86% in NVIDIA and excludes Taiwan Semiconductor and ASML entirely despite their critical supply chain roles. Investors rethink ‘hands off’ investing and decide to start making real money When individual semiconductor stocks can swing from losses to...
Quick Read Invesco Semiconductors ETF (PSI) returned 46% over the past year through equal weighting across 30 semiconductor companies. PSI holds only 3.86% in NVIDIA and excludes Taiwan Semiconductor and ASML entirely despite their critical supply chain roles. Investors rethink ‘hands off’ investing and decide to start making real money When individual semiconductor stocks can swing from losses to profits within two years, or when analyst estimates miss by over 1,000%, individual semiconductor stocks can experience extreme volatility. The Invesco Semiconductors ETF (NYSEARCA:PSI) offers a diversified alternative with a momentum-driven approach that captures sector growth through 30 holdings. Diversified Sector Exposure Through 30 Holdings PSI tracks the Dynamic Semiconductor Intellidex Index, which uses a quantitative model evaluating momentum, quality, value, and management factors to select and weight 30 semiconductor companies. Unlike market-cap weighted alternatives, PSI rebalances quarterly and spreads risk more evenly across the chip supply chain. This matters because semiconductor earnings follow brutal boom-bust cycles that punish even the industry's giants. Major chipmakers have swung from multi-billion dollar profits to losses within just two years, making entry timing critical. When even established players can't maintain consistent profitability through industry cycles, individual investors face an impossible prediction game. PSI spreads risk across the chip supply chain rather than betting heavily on a few names. With the top five holdings representing just 27% of assets, the fund avoids the concentration trap that plagues some competitors where three-quarters of the portfolio rides on a handful of stocks. This structure means semiconductor exposure survives even when individual companies stumble. 24/7 Wall St. · 24/7 Wall St. This infographic provides a detailed overview of the Invesco Semiconductors ETF (PSI), highlighting its investment approach, sui...
00:00 Speaker A Let's get to the three things you need to know today. 00:02 Speaker A First up, US stocks have rallied to fresh record highs. 00:05 Speaker A The driving force behind the gains, at least in the past few days, has been the tech sector. 00:10 Speaker A But that could change tonight. Investors are going to be watching results from Mag 7 stocks including Tesla, Meta and Microsoft. 00:1...
00:00 Speaker A Let's get to the three things you need to know today. 00:02 Speaker A First up, US stocks have rallied to fresh record highs. 00:05 Speaker A The driving force behind the gains, at least in the past few days, has been the tech sector. 00:10 Speaker A But that could change tonight. Investors are going to be watching results from Mag 7 stocks including Tesla, Meta and Microsoft. 00:16 Speaker A Wall Street will be watching to see if the massive spend on AI is starting to pay off a little bit more. 00:21 Speaker A Plus, it's Fed decision day, the central bank will issue its latest rate announcement, widely expected to keep interest rates on pause and direct attention back to the economy. 00:30 Speaker A But Fed watchers will be asking questions on the path forward. 00:33 Speaker A The DOJ's criminal investigation into Powe and the future of Fed leadership. 00:37 Speaker A And Amazon is cutting 16,000 jobs. 00:40 Speaker A The e-commerce giant announced the layoffs as it works to quote reduced layers and remove bureaucracy. 00:45 Speaker A The reductions take Amazon's announced job cuts to 30,000 in three months after an initial wave in October. 00:50 Speaker A CEO Andy Jassi has been working to cut jobs following a hiring spree during the pandemic. 00:55 Speaker A He also said AI will shrink the workforce as Amazon automates more of its operations.
Key Points Oil majors may be given special access to Venezuela's huge oil reserves. Chevron and Exxon have Gulf Coast refineries that can handle Venezuelan oil. But rebuilding the Venezuelan oil industry will take time and a lot of money. 10 stocks we like better than ExxonMobil › The price of oil is way off of recent-year highs. A barrel of West Texas Intermediate (WTI) crude hit $120 in June 202...
Key Points Oil majors may be given special access to Venezuela's huge oil reserves. Chevron and Exxon have Gulf Coast refineries that can handle Venezuelan oil. But rebuilding the Venezuelan oil industry will take time and a lot of money. 10 stocks we like better than ExxonMobil › The price of oil is way off of recent-year highs. A barrel of West Texas Intermediate (WTI) crude hit $120 in June 2022. Today, a barrel of WTI costs half that level. The dynamics of Brent crude (the kind that comes from the North Sea and the Middle East) are very similar. The huge price decline is largely due to a growing global oil glut, with 1.4 billion barrels of oil on the water in late December -- i.e., oil being shipped to a port or stored and waiting for a buyer. That's 24% more than the average for this time of year from 2016 to 2024. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » That would lead one to think that the stocks of the oil majors -- the world's largest and most influential publicly traded oil companies -- would also be in the toilet, as those stocks tend to move in unison with the price of oil. Such thinking would be wrong. ExxonMobil's (NYSE: XOM) share price has risen nearly 13% this year, and we're not even out of January. Similarly, Chevron (NYSE: CVX) is up almost 10% in 2026. For comparison with the broader market, the S&P 500 index is up about 1% for the year. That's some serious outperformance by the second- and third-largest oil companies in the world by market capitalization (No. 1 is Saudi Aramco). So where could these stocks go from here? Let's have a closer look. Maduro's capture sent oil stocks soaring in January What's sending those oil stocks higher in 2026? In a word, Venezuela. Since the U.S. military captured and detained Venezuelan President Nicholas Maduro on Jan. 3, oil stocks have been rising sharply. It seems that investors believe oil majors like Chevron an...