Casey's General Stores press release ( CASY ): Q3 GAAP EPS of $3.49 beats by $0.52 . Revenue of $3.92B (+0.5% Y/Y) misses by $120M . Inside same-store sales increased 4.0% compared to prior year, and 7.9% on a two-year stack basis, with an inside margin of 42.2%. Total inside gross profit increased 8.9% to $624.0 million compared to the prior year. Same-store fuel gallons were up 0.4% compared to ...
Casey's General Stores press release ( CASY ): Q3 GAAP EPS of $3.49 beats by $0.52 . Revenue of $3.92B (+0.5% Y/Y) misses by $120M . Inside same-store sales increased 4.0% compared to prior year, and 7.9% on a two-year stack basis, with an inside margin of 42.2%. Total inside gross profit increased 8.9% to $624.0 million compared to the prior year. Same-store fuel gallons were up 0.4% compared to prior year with a fuel margin of 41.0 cents per gallon. Total fuel gross profit increased 15.3% to $348.2 million compared to the prior year. During the quarter, Casey's Rewards surpassed 10 million members. More on Casey's General Stores Casey's General Stores Would Be A Great Buy On A Pullback Casey's General Stores: Valuation Has Outrun Its Fundamentals - I Would Wait For A Pullback Casey's General Stores: Still Lacking Margin Of Safety Casey's General Stores' recipe for growth earns new bull at BofA Evercore ISI calls the pullback in Casey's General Stores a buying opportunity
Wired reported details of Nvidia’s forthcoming agentic AI platform, NemoClaw, which appears similar to the viral tool OpenClaw, ahead of the company’s annual developer conference in San Jose next week. Nvidia banner with the company logo at a tech exibition in Grenoble, France, on February 4, 2026. (Photo by Romain Doucelin/NurPhoto via Getty Images) NemoClaw is designed for enterprises to build A...
Wired reported details of Nvidia’s forthcoming agentic AI platform, NemoClaw, which appears similar to the viral tool OpenClaw, ahead of the company’s annual developer conference in San Jose next week. Nvidia banner with the company logo at a tech exibition in Grenoble, France, on February 4, 2026. (Photo by Romain Doucelin/NurPhoto via Getty Images) NemoClaw is designed for enterprises to build AI agents that perform tasks for their own workforces. Nvidia shares rose 0.6% in premarket trading on Tuesday. Stocktwits retail sentiment continues to track in the ‘bearish’ zone. Nvidia shares advanced 0.6% in early premarket trading on Tuesday, amid a broad rebound in U.S. stocks and a report detailing the company’s plan to launch an agentic AI tool. ‘NemoClaw’ The AI chipmaker is preparing to launch NemoClaw, an open source platform that would allow enterprises to build AI agents to perform tasks for their own workforces, tech news site Wired reported late Monday, citing unnamed sources. Nvidia has reportedly reached out to Salesforce, Cisco, Google, Adobe, and CrowdStrike to forge partnerships for the agent platform. The tool is seen to be similar to OpenClaw, which went viral earlier this year. OpenClaw became one of the fastest-growing projects on GitHub due to its ability to connect AI models with other apps, such as email, messaging, and file storage, to automatically perform tasks. More Signals For NVDA Stock The details of NemoClaw come as Nvidia prepares for its annual developer conference in San Jose next week. The platform underscores a major push into open-source AI and takes on agentic AI offerings from software majors, as Nvidia tries to maintain its dominance in AI infrastructure at a time when leading AI labs are building their own custom chips. Separately, Anthropic is also making rapid strides with new features for its agentic AI platform, Claude Cowork. On Monday, the company introduced Code Review in beta, a tool designed to analyze new code for bugs ...
Megacap tech names are back in the spotlight — this time not as growth leaders, but as a port in the storm during an increasingly chaotic period for global markets.
Megacap tech names are back in the spotlight — this time not as growth leaders, but as a port in the storm during an increasingly chaotic period for global markets.
Nicolae Popescu/iStock via Getty Images Introduction & Investment Thesis In my previous post on Hims & Hers ( HIMS ), I had said that the company’s growth thesis will be put to the test in 2026 while maintaining my “buy” rating. This was the case as the company had been expanding into new specialties as its Weight Loss segment faced pressures from demand slowdown in its compounded GLP-1 solutions....
Nicolae Popescu/iStock via Getty Images Introduction & Investment Thesis In my previous post on Hims & Hers ( HIMS ), I had said that the company’s growth thesis will be put to the test in 2026 while maintaining my “buy” rating. This was the case as the company had been expanding into new specialties as its Weight Loss segment faced pressures from demand slowdown in its compounded GLP-1 solutions. Unfortunately, when the company reported its Q4 FY25 earnings , revenue growth further decelerated, along with stagnation in its subscriber base and the number of users on personalized treatment solutions. Not to mention, the forward revenue and earnings guidance from management showed no signs of acceleration. To make matters worse, Novo Nordisk ( NVO ) soon filed a lawsuit against Hims & Hers in February for patent infringement after the latter announced it would sell a compounded version of the Wegovy pill for $49, roughly $100 less than the brand pill that Novo sells on its NovoCare platform. However, on Monday, March 9, Hims & Hers shares surged over 40% on news that Novo Nordisk had dropped their lawsuit against Hims & Hers Health, and the two had entered a new agreement that allowed HIMS to sell Novo’s weight loss medications directly on their platform. While this lifts some uncertainty from HIMS' stock pertaining to the regulatory landscape as well as the massive financial damage it might have incurred in the lawsuit, the agreement between the two companies also fundamentally alters the unit economics of its Weight Loss segment. Not to mention, the company had roughly 39% of its float sold short, which could have also played a role in the outsized gain in the stock price. After assessing both the “good” and the "bad," I believe that Hims & Hers Health is not out of the woods yet and would therefore downgrade the stock to a “hold,” as it needs to demonstrate meaningful signs of revenue acceleration and subscriber base growth to earn a rerating in its stock price. Ma...
NL Industries press release ( NL ): Q4 GAAP EPS of -$0.63 Revenue of $37.7M (-1.8% Y/Y). More on NL Industries NL Industries: A Complex Little Performer To Watch Industrial names with highest dividend yield as investors navigate geopolitical uncertainty Seeking Alpha’s Quant Rating on NL Industries Dividend scorecard for NL Industries Financial information for NL Industries
NL Industries press release ( NL ): Q4 GAAP EPS of -$0.63 Revenue of $37.7M (-1.8% Y/Y). More on NL Industries NL Industries: A Complex Little Performer To Watch Industrial names with highest dividend yield as investors navigate geopolitical uncertainty Seeking Alpha’s Quant Rating on NL Industries Dividend scorecard for NL Industries Financial information for NL Industries
What happened Incline Global Management LLC fully exited its position in Maplebear (CART +2.11%), selling 422,576 shares during the fourth quarter of 2025, according to an SEC filing dated February 17, 2026. The estimated value of the trade was $15.53 million, calculated using the quarterly average share price. As a result, the fund’s quarter-end holding in Maplebear was reduced to zero, with a co...
What happened Incline Global Management LLC fully exited its position in Maplebear (CART +2.11%), selling 422,576 shares during the fourth quarter of 2025, according to an SEC filing dated February 17, 2026. The estimated value of the trade was $15.53 million, calculated using the quarterly average share price. As a result, the fund’s quarter-end holding in Maplebear was reduced to zero, with a corresponding $15.53 million decline in position value. What else to know The fund sold out of Maplebear; the position represented 4.6% of 13F AUM in the third quarter. Top holdings after the filing: NYSE:ASGN: $15.69 million (5.4% of AUM) NYSE:VRT: $15.55 million (5.3% of AUM) NYSE:NCLH: $15.15 million (5.2% of AUM) NYSE:GVA: $14.92 million (5.1% of AUM) NYSE:PRIM: $14.54 million (5.0% of AUM) As of February 17, 2026, shares of Maplebear were priced at $36.72, down 27.1% over the past year, underperforming the S&P 500 by 39.9 percentage points. Company overview Metric Value Price (as of market close February 17, 2026) $36.72 Market capitalization $9.17 billion Revenue (TTM) $3.74 billion Net income (TTM) $438.00 million Company snapshot Maplebear, through its Instacart brand, provides online grocery shopping and delivery services, connecting consumers with personal shoppers for food, alcohol, consumer health, pet care, and ready-made meals. It operates a technology-driven platform that enables same-day delivery for a broad range of consumer products in North America. The company serves households and individual consumers seeking convenient, on-demand access to groceries and everyday essentials. Maplebear leverages a network of personal shoppers and partnerships with retailers to help consumers shop for and receive grocery products conveniently. Its focus on digital advertising and multiple revenue streams supports its position in the online grocery sector. What this transaction means for investors Hedge fund Incline Global Management exiting its position in Instacart parent ...
Key Points 10,080 shares were sold indirectly on Feb. 3, 2026, for a transaction value of approximately $451,100 at a weighted average price of around $44.75 per share. This sale represented 1.72% of total pre-transaction holdings and reduced indirect ownership from 585,411 to zero shares; direct holdings remained at zero. All shares were sold indirectly via a trust, with no direct transactions or...
Key Points 10,080 shares were sold indirectly on Feb. 3, 2026, for a transaction value of approximately $451,100 at a weighted average price of around $44.75 per share. This sale represented 1.72% of total pre-transaction holdings and reduced indirect ownership from 585,411 to zero shares; direct holdings remained at zero. All shares were sold indirectly via a trust, with no direct transactions or derivative activity involved. The transaction aligns closely with the insider's typical trade size and cadence, with the reduction in trade size reflecting diminished available holdings as capacity is depleted. 10 stocks we like better than Power Integrations › Power Integrations (NASDAQ:POWI) Director Balu Balakrishnan executed the indirect sale of 10,080 shares for a transaction value of approximately $451,100 on Feb. 3, 2026, as disclosed in this SEC Form 4 filing. Transaction summary Metric Value Shares sold (indirect) 10,080 Transaction value ~$451,100 Post-transaction shares (direct) 0 Post-transaction shares (indirect) 575,331 Key questions How does this transaction compare to the insider's historical trading pattern? The 10,080 shares sold are in line with the insider's recent median sell size of 9,544 shares, underscoring that trade size is consistent with established behavior rather than an outlier. The 10,080 shares sold are in line with the insider's recent median sell size of 9,544 shares, underscoring that trade size is consistent with established behavior rather than an outlier. What portion of the insider's holdings was affected by this sale? The sale accounted for 1.72% of total pre-transaction holdings, with all shares disposed from the indirect trust account; direct holdings were unchanged at zero. The sale accounted for 1.72% of total pre-transaction holdings, with all shares disposed from the indirect trust account; direct holdings were unchanged at zero. What is the significance of the indirect nature of this transaction? All shares were sold by a tru...
If you're looking for a stock to add to your portfolio in March, I can think of few better picks than Nvidia (NVDA +2.71%). It is putting up incredible numbers right now, yet the stock market is not giving it enough credit for its success. I think March could be the month when investors finally realize what a steal the stock is, causing its price to rally. There has rarely been a better buying opp...
If you're looking for a stock to add to your portfolio in March, I can think of few better picks than Nvidia (NVDA +2.71%). It is putting up incredible numbers right now, yet the stock market is not giving it enough credit for its success. I think March could be the month when investors finally realize what a steal the stock is, causing its price to rally. There has rarely been a better buying opportunity for Nvidia's stock since the artificial intelligence (AI) infrastructure buildout began in 2023, making now an excellent time to add more to your existing Nvidia position or start a new one if you've missed out on its run so far. Nvidia's growth is accelerating Nvidia has been a huge beneficiary of all of the AI spending that's going on, as it receives a large chunk of the capital expenditures that hyperscalers are making. While they set records with their data center spending in 2025, in 2026, they plan to spend even more. The big four hyperscalers have announced plans for about $650 billion in capital expenditures this year. There are several other big spenders in the sector beyond them, so the total figure will be far higher. However, that's nothing compared to where Nvidia believes spending will be in a couple of years. By 2030, it projects global data center capital expenditures will rise to between $3 trillion and $4 trillion annually. Expand NASDAQ : NVDA Nvidia Today's Change ( 2.71 %) $ 4.82 Current Price $ 182.64 Key Data Points Market Cap $4.3T Day's Range $ 175.57 - $ 182.91 52wk Range $ 86.62 - $ 212.19 Volume 6.8M Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % The chipmaker isn't the only one making this projection, either. McKinsey & Company estimated that by 2030, cumulative data center spend will need to be nearly $7 trillion to fulfill the expected demand for AI computing power. Those are monster figures that all project the same thing: 2026 isn't the end, it's just the beginning. As a result, investors don't need to worry much that Nvidi...
Key Points Nvidia expects the AI build-out to last for several more years. The chipmaker's valuation is almost the same as the broader market. 10 stocks we like better than Nvidia › If you're looking for a stock to add to your portfolio in March, I can think of few better picks than Nvidia (NASDAQ: NVDA). It is putting up incredible numbers right now, yet the stock market is not giving it enough c...
Key Points Nvidia expects the AI build-out to last for several more years. The chipmaker's valuation is almost the same as the broader market. 10 stocks we like better than Nvidia › If you're looking for a stock to add to your portfolio in March, I can think of few better picks than Nvidia (NASDAQ: NVDA). It is putting up incredible numbers right now, yet the stock market is not giving it enough credit for its success. I think March could be the month when investors finally realize what a steal the stock is, causing its price to rally. There has rarely been a better buying opportunity for Nvidia's stock since the artificial intelligence (AI) infrastructure buildout began in 2023, making now an excellent time to add more to your existing Nvidia position or start a new one if you've missed out on its run so far. 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 » Nvidia's growth is accelerating Nvidia has been a huge beneficiary of all of the AI spending that's going on, as it receives a large chunk of the capital expenditures that hyperscalers are making. While they set records with their data center spending in 2025, in 2026, they plan to spend even more. The big four hyperscalers have announced plans for about $650 billion in capital expenditures this year. There are several other big spenders in the sector beyond them, so the total figure will be far higher. However, that's nothing compared to where Nvidia believes spending will be in a couple of years. By 2030, it projects global data center capital expenditures will rise to between $3 trillion and $4 trillion annually. The chipmaker isn't the only one making this projection, either. McKinsey & Company estimated that by 2030, cumulative data center spend will need to be nearly $7 trillion to fulfill the expected demand for AI computing power. Those...
dvulikaia/iStock via Getty Images Overview I've covered a plethora of different option ETFs over the last year, and many of them tend to have varying risk profiles. The Roundhill Innov-100 0DTE Covered Call Strat ETF ( QDTE ) can be used as an accompanying position for investors that have a long-term stake in the growth of the Nasdaq-100. When I previously covered QDTE, I issued a buy rating due t...
dvulikaia/iStock via Getty Images Overview I've covered a plethora of different option ETFs over the last year, and many of them tend to have varying risk profiles. The Roundhill Innov-100 0DTE Covered Call Strat ETF ( QDTE ) can be used as an accompanying position for investors that have a long-term stake in the growth of the Nasdaq-100. When I previously covered QDTE, I issued a buy rating due to the potential tax-efficiency of all distributions received. However, I wanted to revisit the fund to share some thoughts on how it can be an efficient position to offset current market volatility and uncertainty. Looking at the performance over the last twelve months, we can see that QDTE's share price has declined by about 20.4%. The fund continues to demonstrate that NAV erosion is unfortunately part of the structure. When including all distributions paid out to shareholders, the total return jumps up to nearly 22% over the same time frame. The main appeal of holding QDTE is the high starting dividend yield, which now sits around 24.8%. QDTE also issues weekly distributions, and this makes it an enticing choice for income investors. Data by YCharts Despite the limitations of the fund, the current market uncertainty continues to show us how the strategy can lead to outperformance when market indices are trading sideways or declining. Escalation in global conflict can increase market volatility, which QDTE may be able to benefit from. While there are still downside risks, QDTE has the potential to continue outperforming the Nasdaq-100 through 2026 from a total return perspective. So let's review the current strategy that QDTE implements to generate its income to support distributions. Fund Strategy Benefits From Volatility According to the latest fund overview , QDTE has total assets under management of $849.3 million. QDTE implements a synthetic option writing strategy against the NASDAQ 100-Index ( NDX ) in order to generate premiums that can be used to support the dist...
(RTTNews) - After falling sharply early in the session due to inflationary pressures brought on by the raging Middle East conflict, Canadian stocks rebounded and eventually closed modestly higher on Monday after U.S. President Donald Trump hinted at the end of the war. The benchmark S&P/TSX Composite Index plunged by as much as 2.2 percent in early trading but regained momentum as the day progress...
(RTTNews) - After falling sharply early in the session due to inflationary pressures brought on by the raging Middle East conflict, Canadian stocks rebounded and eventually closed modestly higher on Monday after U.S. President Donald Trump hinted at the end of the war. The benchmark S&P/TSX Composite Index plunged by as much as 2.2 percent in early trading but regained momentum as the day progressed before settling at 33,189.32 up by 105.60 points (or 0.32%). Six of the 11 sectors posted gains today with IT sector leading the pack. The U.S.-Israel versus Iran war entered day number 10 today. Soon after eliminating Iran's Supreme Leader Ayatollah Ali Khamenei, Trump demanded the complete surrender of Iranian forces and refused any deal with Iran. Trump also asserted that the attacks on Iran will continue until it lays down its arms. While Iran announced Mojtaba Khamenei as its new leader today, Trump stated that the U.S. will choose a suitable leader for Iran. U.S. and Israeli forces continued to bombard Iran. Iran targeted Israel as well as neighboring Arab nations that has allowed U.S. military bases. Concerns that the war could drag on for weeks pushed oil prices to levels not seen since mid-2022. Today, after skyrocketing above $100 per barrel, crude oil prices gave back ground. A Financial Times report that stated that the G7 countries were planning to release petroleum from their strategic reserves after consulting with the International Energy Administration capped the gains on oil prices leading to a pullback. However, a meeting between G7 ministers and IEA today did not result in any concrete development and oil prices bounced back higher sharply. In a significant development, in an interview with CBS, Trump told reporter Weijia Jiang that the war is pretty much complete as Iranian forces now have no navy, communications, or air force. Trump also added that the U.S. is "very far" ahead of the initial 4-5 week estimated time frame in winning the war. Close on...
RerF Shift4 Payments ( FOUR ) named Timothy Goodwin chief payments officer , making him responsible for all payment technology, including gateway and processing platforms globally. Additionally, Pier Francesco Nervini will become president of Shift4 International, effective April 1, 2026. He'll be responsible for all commercial and go-to-market efforts outside the Americas. Nervini has held multip...
RerF Shift4 Payments ( FOUR ) named Timothy Goodwin chief payments officer , making him responsible for all payment technology, including gateway and processing platforms globally. Additionally, Pier Francesco Nervini will become president of Shift4 International, effective April 1, 2026. He'll be responsible for all commercial and go-to-market efforts outside the Americas. Nervini has held multiple senior positions at Global Blue since joining the company in 2014. Shift4 ( FOUR ) completed its acquisition of Global Blue in July 2025. Goodwin joined Shift4 in early 2025 as senior vice president of product. Before that, he served as chief product and technology officer at Planet Payments. The company also said its chief accounting officer, Jay Whale, will leave the company to take a role at a company that doesn't compete with Shift4 ( FOUR ). Filippos Mintiloglitis, who previously led Global External Reporting at Global Blue, will serve as interim CAO throughout the transition, the company said. The executive changes come a few months after Jared Isaacman resigned as executive chairman to lead NASA after he received Senate confirmation. At the time, CEO Taylor Lauber also took on the role of chairman. More on Shift4 Payments Shift4 Payments, Inc. (FOUR) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Shift4 Is A No-Brainer Buy Shift4 Payments, Inc. (FOUR) Q4 2025 Earnings Call Transcript Mid-cap financial stocks ranked by quant ratings after earnings season Most and least shorted $2B+ financial stocks in early March
Rocket Lab (NASDAQ: RKLB) is moving fast with its OSI acquisition, and the implications for long-term growth are significant. I analyze how vertical integration, defense exposure, and Neutron development could expand revenue and margins by 2027. The upside is compelling, but an elevated valuation creates a razor-thin margin for error. Stock prices used were the market prices of March 3, 2026. The ...
Rocket Lab (NASDAQ: RKLB) is moving fast with its OSI acquisition, and the implications for long-term growth are significant. I analyze how vertical integration, defense exposure, and Neutron development could expand revenue and margins by 2027. The upside is compelling, but an elevated valuation creates a razor-thin margin for error. Stock prices used were the market prices of March 3, 2026. The video was published on March 8, 2026. Continue reading
Paul Scholes says an Instagram story post about Manchester United interim head coach Michael Carrick was "in no way intended to be offensive" towards his former team-mate. Following United's 2-1 Premier League defeat by Newcastle United last Wednesday - their first loss under Carrick - Scholes wrote: "Michael has definitely got something special about him...cos Utd have been [expletive] last four ...
Paul Scholes says an Instagram story post about Manchester United interim head coach Michael Carrick was "in no way intended to be offensive" towards his former team-mate. Following United's 2-1 Premier League defeat by Newcastle United last Wednesday - their first loss under Carrick - Scholes wrote: "Michael has definitely got something special about him...cos Utd have been [expletive] last four games." Scholes, who played alongside Carrick in United's midfield for seven years, was criticised for his comments, with former team-mate Patrice Evra saying "I hope he was hacked". The 51-year-old explained his post on the The Good, The Bad & The Football podcast on Monday alongside former Reds players Wes Brown and Nicky Butt, saying he has spoken to Carrick about the issue. "It was in no way intended to be offensive towards Michael," the former England international said. "Michael is one of the nicest people you will ever meet in football, he'd be the last person that I would want to offend. "I messaged Michael anyway. I went straight to Michael and said, 'Look, I was never intending to upset you'. And I don't think I needed to say that anyway and he told me himself he wasn't upset by it." Carrick took over after the sacking of Ruben Amorim and was unbeaten in his first seven games, but United's most recent performances have not matched those that beat Manchester City, Arsenal and Fulham at the start of his time at the helm. They are currently third in the league and in a good position to qualify for the Champions League. "I think people have just taken it differently from what was meant," Scholes added. "The only thing I was saying was that I don't think they played that well the last four games and he's still managing to get results. "We had the greatest manager in the world and he always said sometimes you need a bit of luck. So with sending-offs and different things that happen through games, sometimes you do need a bit of luck, that's all I was saying." Brown added...
Justin Sullivan/Getty Images News Brazil's Ultrapar Participações ( UGP ) has tapped investment bank BTG Pactual to manage a potential sale of a stake in fuel distributor Ipiranga, Reuters reported Monday, after Brazil Journal reported that Chevron ( CVX ) is in a dvanced talks with Ultrapar for a 30% stake in Ipiranga. Ultrapar ( UGP ) reportedly is seeking to reallocate capital toward the lo...
Justin Sullivan/Getty Images News Brazil's Ultrapar Participações ( UGP ) has tapped investment bank BTG Pactual to manage a potential sale of a stake in fuel distributor Ipiranga, Reuters reported Monday, after Brazil Journal reported that Chevron ( CVX ) is in a dvanced talks with Ultrapar for a 30% stake in Ipiranga. Ultrapar ( UGP ) reportedly is seeking to reallocate capital toward the logistics sector while maintaining operational control of Ipiranga even with a reduced ownership stake. A potential deal with Chevron ( CVX ) would build on an existing relationship between the two companies, according to the report , which noted that the U.S. company and Ipiranga already have a joint venture in the lubricants business. More on Chevron and Ultrapar Participacoes Chevron: Trades Near $190 As Energy Sentiment Improves Chevron: Forming A Strong Partner With Hess Ultrapar Participações Q4 2025 Earnings Call Presentation
YouTube’s 2025 revenue topped even Disney’s media properties and is poised for ongoing growth both in advertising and subscriptions, MoffettNathanson said.
YouTube’s 2025 revenue topped even Disney’s media properties and is poised for ongoing growth both in advertising and subscriptions, MoffettNathanson said.