In trading on Friday, oil & gas exploration & production shares were relative leaders, up on the day by about 1.4%. Leading the group were shares of Venture Global, up about 10.8% and shares of SM Energy up about 7.9% on the day. Also showing relative strength are television & radio shares, up on the day by about 0.4% as a group, led by E.W. Scripps, trading higher by about 8% and Nexstar Media Gr...
In trading on Friday, oil & gas exploration & production shares were relative leaders, up on the day by about 1.4%. Leading the group were shares of Venture Global, up about 10.8% and shares of SM Energy up about 7.9% on the day. Also showing relative strength are television & radio shares, up on the day by about 0.4% as a group, led by E.W. Scripps, trading higher by about 8% and Nexstar Media Group, trading up by about 3.8% on Friday. VIDEO: Friday Sector Leaders: Oil & Gas Exploration & Production, Television & Radio Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Key Points Boone Capital added 398,482 shares of TYRA in the fourth quarter. The quarter-end position value rose by $10.48 million as a result of the new stake. The new position, though significant, is not among the fund’s top five holdings. 10 stocks we like better than Tyra Biosciences › On February 17, 2026, Boone Capital Management disclosed a new position in Tyra Biosciences (NASDAQ:TYRA), ac...
Key Points Boone Capital added 398,482 shares of TYRA in the fourth quarter. The quarter-end position value rose by $10.48 million as a result of the new stake. The new position, though significant, is not among the fund’s top five holdings. 10 stocks we like better than Tyra Biosciences › On February 17, 2026, Boone Capital Management disclosed a new position in Tyra Biosciences (NASDAQ:TYRA), acquiring 398,482 shares worth $10.48 million at quarter’s end. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Boone Capital Management reported acquiring 398,482 shares of Tyra Biosciences in the fourth quarter. The estimated value of these shares was $10.48 million at quarter’s end. What else to know This new position represents 3.3% of the fund’s 13F reportable AUM as of December 31, 2025. Top holdings after the filing: NYSE:MDT: $41.19 million (12.9% of AUM) NASDAQ:MIRM: $33.27 million (10.4% of AUM) NASDAQ:IONS: $33.05 million (10.4% of AUM) NYSE:CI: $26.55 million (8.3% of AUM) NASDAQ:BMRN: $24.48 million (7.7% of AUM) As of Friday, shares were priced at $38.67, up a staggering 253% over the past year and significantly outperforming the S&P 500, which is instead up about 16% in the same period. Company overview Metric Value Price (as of Friday) $38.67 Market Capitalization $2.1 billion Net Income (TTM) ($119.95 million) Company snapshot Tyra Biosciences develops targeted oncology therapies, with a lead candidate (TYRA-300) focused on FGFR3 inhibition for muscle invasive bladder cancer; additional pipeline programs address FGFR2-driven cholangiocarcinoma, achondroplasia, and other FGFR/kinase-related diseases. The firm operates a preclinical-stage biopharmaceutical model, generating value through proprietary drug discovery and development, with future revenue expected from out-licensing, milestone payments, or commercialization of approved therapies. It targets oncology specialists, healthcare providers, and patients...
K-Bro Linen press release ( KBL:CA ): Q4 Non-GAAP EPS of $0.55. Revenue of $146.78M (+53.8% Y/Y). More on K-Bro Linen K-Bro Linen Inc. (KBL:CA) Q4 2025 Earnings Call Transcript Historical earnings data for K-Bro Linen Dividend scorecard for K-Bro Linen Financial information for K-Bro Linen
K-Bro Linen press release ( KBL:CA ): Q4 Non-GAAP EPS of $0.55. Revenue of $146.78M (+53.8% Y/Y). More on K-Bro Linen K-Bro Linen Inc. (KBL:CA) Q4 2025 Earnings Call Transcript Historical earnings data for K-Bro Linen Dividend scorecard for K-Bro Linen Financial information for K-Bro Linen
The explosive growth of the artificial intelligence (AI) market drove many tech stocks to their record highs in recent years. However, many of those high-flying stocks pulled back in recent months as the war in Iran intensified. Let's examine three of the top AI stocks caught in the crossfire -- Amazon (AMZN 0.87%), Nvidia (NVDA 1.45%), and TSMC (TSM 2.68%) -- and see what smart investors should d...
The explosive growth of the artificial intelligence (AI) market drove many tech stocks to their record highs in recent years. However, many of those high-flying stocks pulled back in recent months as the war in Iran intensified. Let's examine three of the top AI stocks caught in the crossfire -- Amazon (AMZN 0.87%), Nvidia (NVDA 1.45%), and TSMC (TSM 2.68%) -- and see what smart investors should do for the rest of this tumultuous year. How were Amazon, Nvidia, and TSMC affected? Amazon owns Amazon Web Services (AWS), the world's largest cloud infrastructure platform. In early March, Iran attacked AWS data centers in the UAE and Bahrain with drones and missiles in an attempt to cripple the region's websites, apps, and cloud services. As of this writing, two of AWS's three availability zones in the UAE remain "impaired", while the third one is operating "normally" with an "indirect impact due to dependencies on the affected zones". Amazon's e-commerce business is also being affected by higher oil prices and disruptions of shipments through the Strait of Hormuz. Higher oil prices could exacerbate inflation and curb consumer spending on its e-commerce marketplace, which generates most of its revenue. As that happens, AWS -- which generates most of its profits -- could struggle with higher expenses. Expand NASDAQ : AMZN Amazon Today's Change ( -0.87 %) $ -1.82 Current Price $ 206.94 Key Data Points Market Cap $2.2T Day's Range $ 205.15 - $ 207.56 52wk Range $ 161.38 - $ 258.60 Volume 1.1M Avg Vol 48M Gross Margin 50.29 % Nvidia, the world's largest discrete GPU maker, generates most of its revenue from the data center market. Energy costs can account for up to 60% of a data center operator's expenses, so soaring oil prices could drive AI companies to throttle their purchases of Nvidia's pricey GPUs. They could also drive more data center operators to buy AMD's (AMD 1.50%) cheaper GPUs or develop their own custom AI accelerators with Broadcom (AVGO 0.55%). Expand NASDAQ :...
Key Points Amazon’s data centers and e-commerce shipments are exposed to the conflict. Nvidia’s GPU sales could slow down as energy costs rise. Those macro headwinds could throttle TSMC's orders. 10 stocks we like better than Amazon › The explosive growth of the artificial intelligence (AI) market drove many tech stocks to their record highs in recent years. However, many of those high-flying stoc...
Key Points Amazon’s data centers and e-commerce shipments are exposed to the conflict. Nvidia’s GPU sales could slow down as energy costs rise. Those macro headwinds could throttle TSMC's orders. 10 stocks we like better than Amazon › The explosive growth of the artificial intelligence (AI) market drove many tech stocks to their record highs in recent years. However, many of those high-flying stocks pulled back in recent months as the war in Iran intensified. Let's examine three of the top AI stocks caught in the crossfire -- Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA), and TSMC (NYSE: TSM) -- and see what smart investors should do for the rest of this tumultuous year. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » How were Amazon, Nvidia, and TSMC affected? Amazon owns Amazon Web Services (AWS), the world's largest cloud infrastructure platform. In early March, Iran attacked AWS data centers in the UAE and Bahrain with drones and missiles in an attempt to cripple the region's websites, apps, and cloud services. As of this writing, two of AWS's three availability zones in the UAE remain "impaired", while the third one is operating "normally" with an "indirect impact due to dependencies on the affected zones". Amazon's e-commerce business is also being affected by higher oil prices and disruptions of shipments through the Strait of Hormuz. Higher oil prices could exacerbate inflation and curb consumer spending on its e-commerce marketplace, which generates most of its revenue. As that happens, AWS -- which generates most of its profits -- could struggle with higher expenses. Nvidia, the world's largest discrete GPU maker, generates most of its revenue from the data center market. Energy costs can account for up to 60% of a data center operator's expenses, so soaring oil prices could drive AI comp...
The headlines won’t stop. The most recent is that Amazon’s (NASDAQ: AMZN) Jeff Bezos plans to raise $100 billion for a new AI Manufacturing Fund to buy manufacturing facilities and update their efficiency with AI. Alibaba and Tencent lost $66 billion in market capitalization in one day due to failed AI plans. OpenAI will pivot ... $2 Trillion War Over The Fate Of AI
The headlines won’t stop. The most recent is that Amazon’s (NASDAQ: AMZN) Jeff Bezos plans to raise $100 billion for a new AI Manufacturing Fund to buy manufacturing facilities and update their efficiency with AI. Alibaba and Tencent lost $66 billion in market capitalization in one day due to failed AI plans. OpenAI will pivot ... $2 Trillion War Over The Fate Of AI
Key Points Your 401(k) match could be worth thousands of dollars today. One match could grow to be worth tens of thousands of dollars by retirement. Don't forget to increase your 401(k) deferral rate when you get a raise. The $23,760 Social Security bonus most retirees completely overlook › You know you should be saving for retirement, but you've got bills to pay and more immediate expenses you're...
Key Points Your 401(k) match could be worth thousands of dollars today. One match could grow to be worth tens of thousands of dollars by retirement. Don't forget to increase your 401(k) deferral rate when you get a raise. The $23,760 Social Security bonus most retirees completely overlook › You know you should be saving for retirement, but you've got bills to pay and more immediate expenses you're trying to save up for. It's hard to justify locking away your savings where you won't be able to touch them again until age 59 1/2, at least not without paying a penalty. But if you qualify for a 401(k) match, a little bit of sacrifice today could be well worth it in retirement. If you're just looking at the match in terms of what it's worth now, you're missing a pretty big piece of the puzzle. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Your 401(k) match is worth so much more than its face value Your 401(k) match is usually a percentage of your income, so the dollar amount varies based on how much you're making. If you earn $60,000 per year and qualify for a 4% dollar-for-dollar match, then you get $2,400 from your employer for saving $2,400 on your own for retirement. That's already a 100% return on your investment. But it's usually just the beginning. Once you've claimed your 401(k) match, you invest that money, sometimes for decades, before you withdraw it. A $2,400 match invested today would be worth more than $18,000 after 30 years with a 7% average annual return. That alone could be enough to cover a few months of retirement living costs, especially when combined with Social Security. But if you skip your 401(k) match, you miss out, not only on the initial $2,400, but all the earnings you would've received on that investment from now until retirement. You'll have to save more on your own to ma...
In this video, I compare Nebius (NASDAQ: NBIS), IREN (NASDAQ: IREN), and Applied Digital (NASDAQ: APLD) to uncover where the market may still be underestimating upside, momentum, and the risks that could separate hype from long-term winners. Stock prices used were the market prices of March 13, 2026. The video was published on March 17, 2026. Will AI create the world's first trillionaire? Our team...
In this video, I compare Nebius (NASDAQ: NBIS), IREN (NASDAQ: IREN), and Applied Digital (NASDAQ: APLD) to uncover where the market may still be underestimating upside, momentum, and the risks that could separate hype from long-term winners. Stock prices used were the market prices of March 13, 2026. The video was published on March 17, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Nebius Group right now? Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nebius Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $494,747!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,094,668!* Now, it’s worth noting Stock Advisor’s total average return is 911% — a market-crushing outperformance compared to 186% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 20, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opi...
These Seven Allies Concocted A 'Hormuz Coalition' Statement To Placate Trump, Which Failed We reported earlier that President Trump has again expressed his extreme frustration at lack of direct NATO participation in a plan to open up the Strait of Hormuz. He declared the US has "militarily WON" - and lambasted lack of allied interest in a "simple military maneuver" to open the Strait of Hormuz, ca...
These Seven Allies Concocted A 'Hormuz Coalition' Statement To Placate Trump, Which Failed We reported earlier that President Trump has again expressed his extreme frustration at lack of direct NATO participation in a plan to open up the Strait of Hormuz. He declared the US has "militarily WON" - and lambasted lack of allied interest in a "simple military maneuver" to open the Strait of Hormuz, calling NATO a "Paper Tiger" without the US. And so clearly Trump himself is unconvinced after on Thursday seven allied nations signed a statement expressing a readiness to contribute to efforts to reopen the Strait of Hormuz . The statement included no pledge to commit warships or any kind of military or even logistical help, and so is somewhat of a facade and pure PR spectacle. Royal Thai Navy/AFP via Getty Images These countries are: UK, France, Germany, Italy, the Netherlands, Japan, and Canada . But again there's no military role here: "We express our readiness to contribute to appropriate efforts to ensure safe passage through the strait," the close US allies announced. The joint statement did of course condemn Iran, and seemed generally supportive of Trump's actions, even as individual leaders like Germany's Merz have expressed they would have been against starting a war with Iran in the first place . It further denounces ongoing Iranian attacks commercial vessels and energy infrastructure, citing "the de facto closure of the Strait of Hormuz by Iranian forces," and calls on Tehran to "cease immediately its threats, laying of mines, drone and missile attacks and other attempts to block the strait." One reporter writing for Axios views the statement as "largely a gesture to placate Trump, who has railed against allies for declining to help secure the strait and warned that a failure to do so could undermine the future of NATO." Italian Prime Minister Giorgia Meloni has made clear that no EU state is at moment considering "a military mission to forcibly break the Iranian...
Palestinians celebrate Eid in Gaza, making the most of a fragile ceasefire toggle caption Anas Baba/NPR GAZA CITY, Gaza Strip — Many Muslims are celebrating the start of Eid al-Fitr on Friday to mark the end of Ramadan, a month of daylong fasts. For two years of war, Gaza's streets shook with the sound of deadly Israeli airstrikes. Eid was muted. This year, a fragile ceasefire has allowed Palestin...
Palestinians celebrate Eid in Gaza, making the most of a fragile ceasefire toggle caption Anas Baba/NPR GAZA CITY, Gaza Strip — Many Muslims are celebrating the start of Eid al-Fitr on Friday to mark the end of Ramadan, a month of daylong fasts. For two years of war, Gaza's streets shook with the sound of deadly Israeli airstrikes. Eid was muted. This year, a fragile ceasefire has allowed Palestinians there to once again gather for Eid prayers. They listened to sermons among the rubble of destroyed mosques and homes. Hamas police secured the streets and greeted children. Despite continued hardship, glimpses of joy and little luxuries also appeared: kids were dressed in colorful new clothes, friends posed for selfies and Eid prayers rang through the streets. Sponsor Message The holiday comes as Israel further restricts the entry of aid through only one partially opened crossing. Approximately 200 trucks are entering Gaza daily since the start of the U.S. and Israeli war with Iran, according to Israel. That's a fraction of the 600 trucks U.N. aid agencies say are needed to reach all of Gaza's 2 million people, most of whom live in makeshift tents and rely on aid for survival. toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR toggle caption Anas Baba/NPR
The U.S. Justice Department accused Iran’s government of being behind the hacktivist group Handala, which last week claimed responsibility for the destructive cyberattack against the U.S. medical tech giant Stryker. In a press release published on Thursday, the Justice Department said Iran’s Ministry of Intelligence and Security (MOIS) is operating Handala. The Justice Department called the group ...
The U.S. Justice Department accused Iran’s government of being behind the hacktivist group Handala, which last week claimed responsibility for the destructive cyberattack against the U.S. medical tech giant Stryker. In a press release published on Thursday, the Justice Department said Iran’s Ministry of Intelligence and Security (MOIS) is operating Handala. The Justice Department called the group a fake activist persona that the Iranian ministry used to carry out “psychological operations” against the regime’s enemies, to claim responsibility for cyberattacks, and to publish stolen information obtained during those hacks. The group also called for the killing of journalists, regime dissidents, and Israeli persons, per the DOJ. The announcement came hours after the FBI seized two websites linked to Handala, as first reported by TechCrunch. The group used the websites to publicize its alleged cyberattacks, as well as to publish the personal information of dozens of people who allegedly worked for the Israeli military and defense contractors. Handala took credit on its website for the March 11 cyberattack on Stryker, during which the hackers remotely wiped tens of thousands of employee devices. The hackers said the breach was in retaliation for a U.S. air strike on an Iranian school, killing dozens of children. FBI director Kash Patel was quoted in the DOJ’s press release as saying that the FBI “took down four of their operation’s pillars and we’re not done.” Apart from the two websites used by Handala, the DOJ also seized two other domains allegedly used by Iran’s MOIS via another hacktivist persona calling themselves “Justice Homeland” or “Homeland Justice.” The DOJ accused Iranian government hackers of using those two domains to claim responsibility for hacking the Albanian government in 2022, in a cyberattack that resulted in government servers being taken offline and the theft of sensitive data. Microsoft also linked the attack against the Albanian government to t...
The Lennox board of directors approved a quarterly cash dividend of $1.30 per share of common stock, payable April 15, 2026, to stockholders of record as of March 31, 2026. UDR, a leading multifamily real estate investment trust, today announced that its Board of Directors declared a regular quarterly dividend on its common stock for the first quarter of 2026 in the amount of $0.435 per share, pay...
The Lennox board of directors approved a quarterly cash dividend of $1.30 per share of common stock, payable April 15, 2026, to stockholders of record as of March 31, 2026. UDR, a leading multifamily real estate investment trust, today announced that its Board of Directors declared a regular quarterly dividend on its common stock for the first quarter of 2026 in the amount of $0.435 per share, payable in cash on April 30, 2026 to UDR common stock shareholders of record as of April 15, 2026. The April 30, 2026 dividend will be the 214th consecutive quarterly dividend paid by the Company on its common stock. Quanta Services announced today that its Board of Directors has declared a quarterly cash dividend to stockholders of $0.11 per share, or a rate of $0.44 per share on an annualized basis. The dividend is payable on April 10, 2026, to stockholders of record as of April 2, 2026. T-Mobile US announced today that the Company's Board of Directors has declared a cash dividend of $1.02 per share on its issued and outstanding shares of common stock. The dividend is payable on June 11, 2026 to stockholders of record as of the close of business on May 29, 2026. The board of directors of Lowe's Companies, has declared a quarterly cash dividend of one dollar and 20 cents per share, payable May 6, 2026, to shareholders of record as of April 22, 2026. VIDEO: Daily Dividend Report: LII,UDR,PWR,TMUS,LOW The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
March 20, 2026 — Qualcomm’s board approved a new $20 billion stock repurchase authorization and raised its quarterly cash dividend to $0.92 per share from $0.89, according to the company’s official press release. The dividend increase takes effect for payments made after March 26, 2026, bringing the annualized payout to $3.68 per share. Buyback size and structure The $20 billion authorization has ...
March 20, 2026 — Qualcomm’s board approved a new $20 billion stock repurchase authorization and raised its quarterly cash dividend to $0.92 per share from $0.89, according to the company’s official press release. The dividend increase takes effect for payments made after March 26, 2026, bringing the annualized payout to $3.68 per share. Buyback size and structure The $20 billion authorization has no fixed expiration date and may be carried out through open-market purchases, privately negotiated transactions, or accelerated share repurchase (ASR) arrangements. Qualcomm also disclosed $2.1 billion remaining under its prior 2024 repurchase program, bringing total authorized capacity to roughly $22.1 billion. At Qualcomm’s market capitalization of approximately $140 billion around the announcement date, the new $20 billion program represents roughly 14% of the company’s equity value, a large commitment by large cap standards. Repurchase program Size Status New authorization (2026) $20.0B Approved March 17, 2026 Remaining prior program (2024) $2.1B Still available Total capacity $22.1B The program has no set timeline. The per-share benefit depends on when Qualcomm buys, at what price, and free cash flow trends over the execution period. Dividend increase Qualcomm raised its quarterly dividend to $0.92 per share, up from $0.89, effective for dividends payable after March 26, 2026. The annualized payout rises to $3.68 per share. Dividend metric Value New quarterly dividend $0.92/share Prior quarterly dividend $0.89/share Annualized (new) $3.68/share Effective date Dividends payable after March 26, 2026 Financial capacity Qualcomm’s Q1 FY2026 balance sheet (period ending December 28, 2025) shows the company held $7.2 billion in cash and cash equivalents and $4.6 billion in short-term investments, for total liquidity of approximately $11.8 billion. Total debt stood at $14.8 billion, resulting in a net debt position of approximately $3.0 billion. Balance sheet metric (Dec 28,...
Neal McNeil As CBS’s new editor-in-chief, Bari Weiss is leading sweeping changes at CBS News with support from Paramount Skydance ( PSKY ) CEO David Ellison. In a memo to employees viewed by CNN, Weiss and CBS News president Tom Cibrowski said some parts of the newsroom “must get smaller to make room for the things we must build to remain competitive.” While Weiss and Cibrowski did not mention the...
Neal McNeil As CBS’s new editor-in-chief, Bari Weiss is leading sweeping changes at CBS News with support from Paramount Skydance ( PSKY ) CEO David Ellison. In a memo to employees viewed by CNN, Weiss and CBS News president Tom Cibrowski said some parts of the newsroom “must get smaller to make room for the things we must build to remain competitive.” While Weiss and Cibrowski did not mention the number of employees who will be let go in their memo, the number is reportedly around 6%, representing roughly 60 to 70 employees among a staff of 1,100. The division is also shuttering its century-old News Radio effective May 22. “Unfortunately, [the decision to end the news radio service] means that all positions within the CBS News Radio team are being eliminated…as the shift in radio programming strategies, coupled with challenging economic realities, has made it impossible to continue the service.” Weiss, along with Cibrowski, has been tasked with transforming the legacy news channel into a digital-first, balanced network through staff cuts, an ideological shift, and attracting younger audiences by pivoting towards a more digital presentation. After leaving The New York Times amid editorial disagreements, Weiss founded Substack Common Sense, later morphing into a media company renamed The Free Press that was “built on the ideals that were once the bedrock of American journalism.” After Paramount Skydance ( PSKY ) bought The Free Press for $150M in October 2025, Paramount CEO David Ellison tapped Weiss for the top job at CBS News. While the job cuts are likely part of a broader shift within the news division, artificial intelligence has also resulted in significant workforce reductions across editorial and production functions. In 2025, roughly 17,000 media and entertainment jobs were eliminated, representing ~18% of the industry, with most—though not all—of those cuts attributed to the adoption of artificial intelligence. More on Paramount Skydance Corporation Paramou...
Calocane - who is being referred to in the inquiry as VC - was expected to appear in court in September 2022, in connection with the assault of PC Barnaby Pritchard a year earlier while he was helping to detain Calocane under the Mental Health Act.
Calocane - who is being referred to in the inquiry as VC - was expected to appear in court in September 2022, in connection with the assault of PC Barnaby Pritchard a year earlier while he was helping to detain Calocane under the Mental Health Act.
nortonrsx/iStock via Getty Images Thesis: Aggressive long-term targets As you know, Viatris Inc. ( VTRS ) has just outlined a pretty ambitious long-term strategy through to 2030. The aim is to transform its base business into a much more durable, higher-margin portfolio whilst still maintaining financial discipline. So the projection is for total revenue CAGR of 5% to 6%, adjusted EBITDA CAGR of 7...
nortonrsx/iStock via Getty Images Thesis: Aggressive long-term targets As you know, Viatris Inc. ( VTRS ) has just outlined a pretty ambitious long-term strategy through to 2030. The aim is to transform its base business into a much more durable, higher-margin portfolio whilst still maintaining financial discipline. So the projection is for total revenue CAGR of 5% to 6%, adjusted EBITDA CAGR of 7% to 8%, and adjusted EPS CAGR of 9% to 10% through 2030. We can also include the potential additional drivers such as accretive business development and the launch of some of the pipeline candidates, selatogrel and cenerimod. This would make up the combined long-term targets. However, these are some rather tight long-term case targets, with the focus more on existing operations and near-term launches. For example, fast-acting meloxicam, Pitolisant and Effexor for GAD in Japan are expected to bring a wider portfolio mix by 2030. They're set to support the base business, which has an anticipated 3% to 4% revenue CAGR, 4% to 5% adjusted EBITDA CAGR, and 6% to 7% adjusted EPS CAGR. This would also be supported by about $650 million in gross cost savings, which the company identified in a recent enterprise-wide strategic review. Viatris Inc. I think the important thing here is that the company expects decent cash flow generation, with over $2.7 billion in annual free cash flow under that base case and over $11 billion available for deployment by 2030. So in theory, that should allow both shareholder returns and disciplined growth initiatives. Management also mentioned that these targets should come with operational stability, portfolio evolution, near-term launches, and financial flexibility. So it seems the positioning here is for Viatris to sustain revenue and earnings growth over the decade whilst continuing to create value for patients/shareholders. As for targets, this all sounds rather good; however, the upside here hinges on a lot going right for Viatris. There is also a...
liu mingzhu/E+ via Getty Images Two nights ago, Iran attacked Qatar's Ras Laffan Industrial City yet again. This is the largest liquified natural gas facility in the world, and Iran claims these attacks were carried out as retaliation for Israel's strikes on its own energy facilities. As much as it is hard to believe that Iran would attack the neighboring countries that have stood by it during tim...
liu mingzhu/E+ via Getty Images Two nights ago, Iran attacked Qatar's Ras Laffan Industrial City yet again. This is the largest liquified natural gas facility in the world, and Iran claims these attacks were carried out as retaliation for Israel's strikes on its own energy facilities. As much as it is hard to believe that Iran would attack the neighboring countries that have stood by it during times of need, here we are. As someone residing in Dubai, the UAE, I am very much in the thick of these tensions although the UAE has done a tremendous job in addressing the security threat posed by Iran. Back to LNG. The most recent attacks on Ras Laffan were confirmed by Qatar's MoI yesterday. X For Cheniere Energy, Inc. ( LNG ), the largest LNG producer in the U.S., surging LNG prices will almost certainly result in higher earnings in the next few quarters. Mr. Market has not been oblivious to this. Since tensions began on February 27, LNG stock is up 13%. This has pushed the company's forward P/E multiple to 17x. Does not seem expensive at first look, but I thought it's high time to evaluate how Cheniere's earnings will be impacted by Middle East tensions. A Prolonged LNG Supply Shock Is On The Cards In an official statement last night, Qatar's Ministry of Foreign Affairs confirmed that Iran's attacks on Ras Laffan have caused significant damage to its facilities. The State of Qatar expresses its strong condemnation and denunciation of the blatant Iranian attack targeting Ras Laffan Industrial City, which caused fires resulting in significant damage to the facility. First and foremost, this statement should not be taken lightly. When a Gulf nation officially confirms something like this, that means things are pretty bad. How do I know this? Well, I've called the UAE home for the past 8 years. There are temporary setbacks to LNG production/distribution. And then there are prolonged supply disruptions. I fear the current disruptions fall into the second category. Iran has so...
She added while it was "unlikely" Littler would be able to stop anything other than a very similar image of his own face even with the trademark, the move signaled he was taking his rights "seriously", which could put off "opportunistic merchandising".
She added while it was "unlikely" Littler would be able to stop anything other than a very similar image of his own face even with the trademark, the move signaled he was taking his rights "seriously", which could put off "opportunistic merchandising".
anouchka/iStock Unreleased via Getty Images Arcos Dorados (NYSE: ARCO ) is the primary Latin American and Caribbean franchising partner for fast food giant McDonald's ( MCD ). The name Arcos Dorados means "Golden Arches" in Spanish, and Arcos Dorados has become a large and valuable partner for the corporate parent. However, while Arcos Dorados generates plenty of revenues, it has struggled to turn...
anouchka/iStock Unreleased via Getty Images Arcos Dorados (NYSE: ARCO ) is the primary Latin American and Caribbean franchising partner for fast food giant McDonald's ( MCD ). The name Arcos Dorados means "Golden Arches" in Spanish, and Arcos Dorados has become a large and valuable partner for the corporate parent. However, while Arcos Dorados generates plenty of revenues, it has struggled to turn that into durable value creation for its outside shareholders. Shares remain far below their IPO price from about 15 years ago: Data by YCharts I last wrote about Arcos Dorados in June of 2025, arguing that the company didn't have such a golden outlook . That's played out largely as expected, with ARCO stock going nowhere over the past year. That leaves it far behind both the benchmark regional ETF and direct LatAm fast food competitor Alsea ( ALSSF ) over the past 12 months: Data by YCharts Has this continued underperformance created a buying opportunity where ARCO could close the relative valuation gap against other LatAm stocks? Unfortunately, I don't think so. Let's take a look at recent developments for Arcos Dorados. Q4 Earnings & Broader Business Outlook Arcos Dorados reported its Q4 and full-year 2025 results this week. Q4 saw earnings of 13 cents, which missed expectations by seven cents and fell from the 28 cents reported in the same quarter of the prior year. Revenues of $1.27 billion grew 11% year-over-year and came in slightly ahead of expectations. While Q4 wasn't particularly strong, for the full-year, Arcos Dorados reported EPS of $1.01, which was up sharply from the 71 cents reported in 2024. Good news, right? There is a big caveat to Arcos Dorado's 2025 earnings, however. Here it the key item, as quoted from the Q4 press release: "Results included a net tax benefit in Brazil of $33.8 million in the fourth quarter and $159.0 million for the full year, which is expected to convert to cash over the next five years." Arcos Dorados generated $212 million in to...
Diversified Royalty press release ( DIV:CA ): Q4 Revenue of C$19.1M (+12.4% Y/Y). Distributable cash was C$13.6 million in Q4 2025 and C$50.5 million for the year ended December 31, 2025, up 7.9% and 12.7%, respectively, compared to the same periods in 2024. More on Diversified Royalty Diversified Royalty: The Payout Is Moving The Right Way Historical earnings data for Diversified Royalty Dividend...
Diversified Royalty press release ( DIV:CA ): Q4 Revenue of C$19.1M (+12.4% Y/Y). Distributable cash was C$13.6 million in Q4 2025 and C$50.5 million for the year ended December 31, 2025, up 7.9% and 12.7%, respectively, compared to the same periods in 2024. More on Diversified Royalty Diversified Royalty: The Payout Is Moving The Right Way Historical earnings data for Diversified Royalty Dividend scorecard for Diversified Royalty Financial information for Diversified Royalty
"He lived his life with faith, purpose, and an unwavering commitment to the people he loved," they said. "Through his work, discipline and kindness, he inspired millions around the world and left a lasting impact on so many lives.
"He lived his life with faith, purpose, and an unwavering commitment to the people he loved," they said. "Through his work, discipline and kindness, he inspired millions around the world and left a lasting impact on so many lives.
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Tracy’s thinking about... There’s a lot to talk about with the Iran situation right now, but I don’t want to lose sight of what’s been happening in private credit. In fact, one of the notable things that happened this week is that we’re starting to see that concern over private credit is beginning to ripple more broadly though the financial system. If you look back on how all of this has been unfolding — first we saw publicly-traded BDC stocks plunge, then shares of some banks. Now we’re seeing insurers — traditionally some of the biggest buyers of private credit — get hit too. “The insurers’ private credit bet is the next shoe, not the transparent bank stuff,” says one portfolio manager quoted in a recent Bear Traps report. There’s another chart worth focusing on. A running theme in this newsletter has been the idea that — regardless of what ultimately happens with defaults outright — the private credit “sales pitch” is looking less and less convincing . Afterall, this is a space that was supposed to be kind of quiet and opaque. Recent headlines have made it anything but. And, since most of these loans aren’t marked-to-market very frequently, investors were told that private credit is supposed to be able to withstand market volatility better than some other asset classes. That hasn’t been happening either (in fact, some big private credit managers have even started marking their portfolios more often to help reassure investors about performance). But...
$VTI stock has fallen 0.8% today, according to our price data from Polygon. It has been dragged by GOOG stock falling 1.6%. Here are some of the largest contributors to VTI's losses: $NVDA (6.2% of VTI holdings) has fallen 1.5% $MSFT (4.4%) has fallen 1.2% $GOOGL (2.7%) has fallen 1.7% $META (2.1%) has fallen 2.0% $GOOG (2.2%) has fallen 1.6% $AMZN (3.0%) has fallen 0.8% $MU (0.7%) has fallen 3.1%...
$VTI stock has fallen 0.8% today, according to our price data from Polygon. It has been dragged by GOOG stock falling 1.6%. Here are some of the largest contributors to VTI's losses: $NVDA (6.2% of VTI holdings) has fallen 1.5% $MSFT (4.4%) has fallen 1.2% $GOOGL (2.7%) has fallen 1.7% $META (2.1%) has fallen 2.0% $GOOG (2.2%) has fallen 1.6% $AMZN (3.0%) has fallen 0.8% $MU (0.7%) has fallen 3.1% $AVGO (2.3%) has fallen 0.9% $TSLA (1.7%) has fallen 1.2% $WMT (0.8%) has fallen 1.5% You can track more data on $VTI on Quiver Quantitative's $VTI data dashboard. Receive $VTI Data Alerts Sign Up $GOOG Analyst Ratings Wall Street analysts have issued reports on $GOOG in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings. Here are some recent analyst ratings: TD Cowen issued a "Buy" rating on 01/13/2026 Scotiabank issued a "Sector Outperform" rating on 01/09/2026 JP Morgan issued a "Overweight" rating on 10/30/2025 Raymond James issued a "Outperform" rating on 10/24/2025 To track analyst ratings and price targets for $GOOG, check out Quiver Quantitative's $GOOG forecast page. $GOOG Price Targets Multiple analysts have issued price targets for $GOOG recently. We have seen 8 analysts offer price targets for $GOOG in the last 6 months, with a median target of $380.0. Here are some recent targets: Stephen Ju from UBS set a target price of $348.0 on 02/12/2026 on 02/12/2026 John Blackledge from TD Cowen set a target price of $365.0 on 02/05/2026 on 02/05/2026 Doug Anmuth from JP Morgan set a target price of $395.0 on 02/05/2026 on 02/05/2026 Nat Schindler from Scotiabank set a target price of $400.0 on 02/05/2026 on 02/05/2026 Josh Beck from Raymond James set a target price of $400.0 on 01/22/2026 on 01/22/2026 Jeffrey Wlodarczak from Pivotal Research set a target price of $400.0 on 12/05/2025 on 12/05/2025 Jason Helfstein from Oppenheimer set a target price of $300.0 on 10/20/2025 You can track data on $GOOG on Quiver Q...