gece33 Stagflation is the most realistic scenario as risks have emerged again with a broken global crude oil supply, according to Seeking Alpha analyst Leo Nelissen . Moreover, “a spike toward $100 Brent ( CO1:COM ) could not only cause a sudden spike in inflation but also create vulnerabilities overseas,” he said. In almost a week, WTI Crude prices ( CL1:COM ) have risen by over 10%, while Brent ...
gece33 Stagflation is the most realistic scenario as risks have emerged again with a broken global crude oil supply, according to Seeking Alpha analyst Leo Nelissen . Moreover, “a spike toward $100 Brent ( CO1:COM ) could not only cause a sudden spike in inflation but also create vulnerabilities overseas,” he said. In almost a week, WTI Crude prices ( CL1:COM ) have risen by over 10%, while Brent prices ( CO1:COM ) have jumped over 15% to $83/barrel. Also, from Monday, WTI is up 32.5% year-to-date and Brent is up 37%. “Last week we were talking about AI-related deflation! Now WTI's hit $80 & gasoline prices headed to $3.4-$3.5/gal. Even if that's ‘transitory’ (like tariffs) the inflation outlook isn't great,” said Sonu Varghese, chief macro strategist at Carson Group. “Surging oil prices led to the largest single-day increase in gasoline prices since March 4, 2022,” Varghese said in a blog. “Average gasoline prices pierced the $3.0/gallon level once again, rising to $3.11/gallon, the highest since late November.” Prices are now likely to be headed toward $3.30/gallon if the U.S.-Iran conflict doesn’t end soon, he added. Jim Bianco, president and macro strategist at Bianco Research, echoed that sentiment as gasoline prices are up 25 cents in three days. “If gas prices end the month at $3.25, this alone now adds 0.32% to March headline CPI,” he said. “Although my long-term thesis remains growth acceleration, as long as this situation remains unresolved, that’s off the table,” Nelissen concluded. Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). More on Crude Oil Futures, Brent Futures A Strait Problem For China: How The Iran War Could Squeeze Oil Supply March Madness In Markets: Crude Oil, Chip Stocks, And Critical Data In The Spotlight WTI Crude Oil Bullish Breakout Above $78.10/Barrel In Play Oil tops $80/bbl and hits a 19-month high as Middle East tensions ignite an energy rally Airline stocks lose altitude amid Middle East flight cancellations and fuel s...
hapabapa OpenAI ( OPENAI ) launched its latest model, GPT-5.4 Thinking, designed specifically to meet the needs of businesses, placing it in even more direct competition with its rival Anthropic ( ANTHRO ). It's designed to help professionals complete tasks such as building spreadsheets, presentations, and documents. It also demonstrates OpenAI's push into enterprises, which has been a focus of An...
hapabapa OpenAI ( OPENAI ) launched its latest model, GPT-5.4 Thinking, designed specifically to meet the needs of businesses, placing it in even more direct competition with its rival Anthropic ( ANTHRO ). It's designed to help professionals complete tasks such as building spreadsheets, presentations, and documents. It also demonstrates OpenAI's push into enterprises, which has been a focus of Anthropic. "In ChatGPT, GPT‑5.4 Thinking can now provide an upfront plan of its thinking, so you can adjust course mid-response while it's working and arrive at a final output that's more closely aligned with what you need without additional turns," OpenAI said. The new model is being rolled out today in the ChatGPT app for paid subscribers, as well as in the API and Codex. "It excels at creating long-horizon deliverables such as slide decks, financial models, and legal analysis, delivering top performance while running faster and at a lower cost than competitive frontier models," said Mercor CEO Brendan Foody. OpenAI said it is the best model they've created for building agents to complete tasks across websites and software systems. It also adds to the coding capabilities of GPT-5.3-Codex. In addition to GPT-5.4 Thinking, OpenAI also released ChatGPT for Excel, which allows the chatbot to build full Microsoft ( MSFT ) Excel spreadsheets and gain insights across multiple tabs and formulas. It is available today in beta for Plus, Pro, Business, Enterprise, Edu, and ChatGPT for Teachers users in the U.S., Canada, and Australia. Finally, in the API, OpenAI introduced "tool search," which helps GPT-5.4 work more efficiently and use fewer tokens for systems requiring a vast array of tools. More on OpenAI, Anthropic Why Anthropic's Claude Isn't The Cyber-Killer Wall Street Fears Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users Microsoft: An OpenAI Problem (Rating Upgrade) Rocket Cos., UWM Holdings slide after Better partners with OpenAI on mortgage decision app OpenAI CEO s...
Nvidia (NVDA) CEO Jensen Huang said he might not make any more OpenAI (OPAI.PVT) investments. Yahoo Finance Technology Editor Dan Howley joins Market Domination host Josh Lipton to explain the rationale behind Huang's thinking. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Nvidia (NVDA) CEO Jensen Huang said he might not make any more OpenAI (OPAI.PVT) investments. Yahoo Finance Technology Editor Dan Howley joins Market Domination host Josh Lipton to explain the rationale behind Huang's thinking. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
PaulMcKinnon/iStock Editorial via Getty Images In our last column in the fall of 2025, we upgraded BJ's Wholesale Club Holdings, Inc. ( BJ ) to a Buy following a valuation reset and the projected growth. Shares were able to be grabbed at $87-$88 on the day of publication and rallied to over $102 in a few weeks. That is a solid trading return. Shares were a bit sideways since then but have dipped b...
PaulMcKinnon/iStock Editorial via Getty Images In our last column in the fall of 2025, we upgraded BJ's Wholesale Club Holdings, Inc. ( BJ ) to a Buy following a valuation reset and the projected growth. Shares were able to be grabbed at $87-$88 on the day of publication and rallied to over $102 in a few weeks. That is a solid trading return. Shares were a bit sideways since then but have dipped back toward $95 following the just-reported earnings , which we will discuss in this update column. What has changed is we have 2026 guidance, and that calls for pretty slow growth. We think BJ shares are a Hold right now but would be compelled to move to a Buy once again if we retrace to the mid-$80s, where valuation relative to expected growth would make more sense. Let us discuss. BJ's Wholesale Club Q4 Top-Line Figures And Margin Performance Comparable sales are the key metric we watch for in retailers. Of course we also monitor total sales and margins, looking for expansion on both fronts. We like holding a current position as metrics are all healthy, but the growth is slow. Sure, the valuation is stretched for the growth, but it is a modest premium trading at a market multiple. We saw another quarter of year-over-year sales growth for BJ's, with revenues increasing 5.7% to $5.58 billion. And this surpassed consensus estimates slightly by $30 million. That is welcome news for longs. But more importantly, comparable sales were positive. We want to reiterate that you should be aware that comparable sales here are influenced by fuel and gas prices, but the main driver is still merchandise margins and the price-to-sales mix. Including gasoline, total comparable club sales were up by 1.6% year-over-year, which is nice growth. Backing out the volatile fuel sales, comparable sales were up a strong 2.6%. We also saw great online comparable sales growth that was up 31% year-over-year. The other thing we like about the model is that people need to pay just to walk in the doors. T...
ISSAQUAH, Wash., March 05, 2026 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today announced its operating results for the second quarter (twelve weeks) and the first 24 weeks of fiscal 2026, ended February 15, 2026. Net sales for the quarter increased 9.1 percent, to $68.24 billion, from $62.53 billion last year. Net sales for the first 24 weeks incr...
ISSAQUAH, Wash., March 05, 2026 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today announced its operating results for the second quarter (twelve weeks) and the first 24 weeks of fiscal 2026, ended February 15, 2026. Net sales for the quarter increased 9.1 percent, to $68.24 billion, from $62.53 billion last year. Net sales for the first 24 weeks increased 8.7 percent, to $134.22 billion, from $123.52 billion last year. Comparable sales for the second quarter and first 24 weeks of fiscal 2026 were as follows: 12 Weeks 12 Weeks 24 Weeks 24 Weeks Adjusted* Adjusted* U.S. 5.9% 6.4% 5.9% 6.1% Canada 10.1% 7.6% 8.3% 8.3% Other International 13.0% 7.1% 11.0% 7.0% Total Company 7.4% 6.7% 6.9% 6.5% Digitally-Enabled 22.6% 21.7% 21.6% 21.2% *Excluding the impacts from changes in gasoline prices and foreign exchange. Net income for the quarter was $2,035 million, $4.58 per diluted share, compared to $1,788 million, $4.02 per diluted share, last year. Net income for the first 24 weeks was $4.04 billion, $9.08 per diluted share, compared to $3.59 billion, $8.06 per diluted share, last year. For the four-week reporting month of February, ended March 1, 2026, the Company reported net sales of $21.69 billion, an increase of 9.5 percent from $19.81 billion last year. Net sales for the first 26 weeks were $144.85 billion, an increase of 8.6 percent from $133.36 billion last year. Comparable sales for the February and year-to-date periods ended March 1, 2026, were as follows: 4 Weeks 4 Weeks 26 Weeks 26 Weeks Adjusted* Adjusted* U.S. 5.2% 6.0% 5.8% 6.1% Canada 12.8% 9.3% 8.5% 8.2% Other International 17.9% 10.9% 10.7% 6.6% Total Company 7.9% 7.0% 6.8% 6.4% Digitally-Enabled 21.8% 20.8% 21.8% 21.3% *Excluding the impacts from changes in gasoline prices and foreign exchange. Lunar and Chinese New Years occurred on February 17, 19 days later this year. The shift positively impacted February Other International and Total Company sales by app...
SAN RAMON, Calif., March 05, 2026 (GLOBE NEWSWIRE) -- CooperCompanies (Nasdaq: COO), a leading global medical device company, today announced financial results for its fiscal first quarter ended January 31, 2026. First quarter 2026 revenue of $1.024 billion, up 6%, or up 3% organically, from last year's first quarter. First quarter 2026 GAAP diluted earnings per share (EPS) of $0.66, up $0.14 or 2...
SAN RAMON, Calif., March 05, 2026 (GLOBE NEWSWIRE) -- CooperCompanies (Nasdaq: COO), a leading global medical device company, today announced financial results for its fiscal first quarter ended January 31, 2026. First quarter 2026 revenue of $1.024 billion, up 6%, or up 3% organically, from last year's first quarter. First quarter 2026 GAAP diluted earnings per share (EPS) of $0.66, up $0.14 or 27% from last year's first quarter. First quarter 2026 Non-GAAP diluted EPS of $1.10, up $0.18 or 20% from last year's first quarter. See "Reconciliation of Selected GAAP Results to Non-GAAP Results" below. "We're pleased to report a strong start to the fiscal year, highlighted by product launches, outstanding profitability, and robust cash flow, all of which gives us the confidence to raise both earnings and free cash flow guidance. Revenue growth benefited from continued strength in our premium MyDay portfolio, and momentum is building from product launches including early traction from MyDay MiSight. Operating margins exceeded expectations, reflecting disciplined execution and the meaningful synergies delivered through last year's reorganization. These improvements are strengthening our foundation--enhancing efficiency, improving our cost structure, and enabling more targeted investment in our highest-return opportunities," said Al White, CooperCompanies' President and CEO. "Our strong free cash flow also supported ongoing share repurchases, which remain a core element of our capital-allocation strategy. Combined with improved organizational alignment and progress across our key initiatives, we believe we are well positioned to build momentum as the year progresses. Importantly, we remain on track with our long-term outlook for generating more than $2.2 billion in free cash flow from 2026 through 2028, providing meaningful flexibility to invest in growth drivers, continue share repurchases, and reduce debt." First Quarter Operating Results Revenue of $1.024 billion, up 6%...
Strongest Quarterly and Annual Results in Company History Q4 GAAP Net Combined Ratio of 64.2% | Q4 Diluted EPS of $1.03 | Q4 Annualized ROE of 51.3% Q4 Diluted Operating EPS1 of $1.08 | FY Net Income of $40.8M, up 122% | FY Book Value per Share of $8.28 up 75% Net Premiums Earned Growth of 46% for FY 2025 |Direct Premiums Written Growth1 of 15% for FY 2025 Updates 2026 Guidance Management to Host ...
Strongest Quarterly and Annual Results in Company History Q4 GAAP Net Combined Ratio of 64.2% | Q4 Diluted EPS of $1.03 | Q4 Annualized ROE of 51.3% Q4 Diluted Operating EPS1 of $1.08 | FY Net Income of $40.8M, up 122% | FY Book Value per Share of $8.28 up 75% Net Premiums Earned Growth of 46% for FY 2025 |Direct Premiums Written Growth1 of 15% for FY 2025 Updates 2026 Guidance Management to Host Conference Call Tomorrow at 8:30 a.m. Eastern Time KINGSTON, N.Y., March 05, 2026 (GLOBE NEWSWIRE) -- Kingstone Companies, Inc. (Nasdaq: KINS) (“Kingstone” or the “Company”), a Northeast regional property and casualty insurance holding company, today announced its financial results for the fourth quarter and year ended December 31, 2025. The Company has also provided an investor presentation that can be accessed through the News & Events/Presentations section of the Company website at www.kingstonecompanies.com . Key Financial and Operational Highlights Quarters Ended Years Ended ($ in thousands, except per share data) December 31, December 31, 2025 2024 Change 2025 2024 Change Net premiums earned $ 49,463 $ 35,967 37.5 % $ 187,127 $ 128,498 45.6 % Direct premiums written1 $ 82,753 $ 72,533 14.1 % $ 277,801 $ 241,980 14.8 % Net combined ratio 64.2 % 78.5 % (14.3)pts 75.0 % 80.0 % (5.0)pts Underlying combined ratio1 62.6 % 78.9 % (16.3)pts 74.4 % 79.5 % (5.1)pts Net income $ 14,760 $ 5,439 171.4 % $ 40,767 $ 18,358 122.1 % Net income per share - diluted $ 1.03 $ 0.40 157.5 % $ 2.88 $ 1.48 94.6 % Operating net income per share - diluted1 $ 1.08 $ 0.46 134.8 % $ 2.79 $ 1.45 92.4 % Return on equity - annualized 51.3 % 34.4 % 16.9 pts 43.0 % 36.3 % 6.7 pts 1 Refer to section entitled "Definitions and Non-GAAP Measures" included in this press release. Management Commentary Meryl Golden, President and Chief Executive Officer of Kingstone, stated, "We delivered record results for the fourth quarter and the full year, confirming the preliminary results we reported in February and ma...
– Approximately 82% of Annual Base Rent from Industrial Properties – – Acquires 23 Industrial Properties for $245.5 Million in 2025 and Subsequent to Year End – – Completes Sale of 12 Non-Core Assets for $61.3 Million of Net Proceeds in 2025 – GREAT NECK, N.Y., March 05, 2026 (GLOBE NEWSWIRE) -- One Liberty Properties, Inc. (NYSE: OLP), a real estate investment trust focused on the ownership of in...
– Approximately 82% of Annual Base Rent from Industrial Properties – – Acquires 23 Industrial Properties for $245.5 Million in 2025 and Subsequent to Year End – – Completes Sale of 12 Non-Core Assets for $61.3 Million of Net Proceeds in 2025 – GREAT NECK, N.Y., March 05, 2026 (GLOBE NEWSWIRE) -- One Liberty Properties, Inc. (NYSE: OLP), a real estate investment trust focused on the ownership of industrial properties, today announced operating results for the quarter and year ended December 31, 2025. “We have successfully transformed One Liberty into a predominantly industrial-focused platform, comprising 82% of our annual base rent, after completing $246 million in strategic acquisitions through disciplined capital recycling over the past 14 months,” stated Patrick J. Callan, Jr., President and Chief Executive Officer of One Liberty. “As a result, we believe this period marked an important inflection point, and we are confident this foundation will drive stronger, more durable earnings growth in 2026 and beyond.” Recent Events, Fourth Quarter and Full Year 2025 Highlights: Net income of $0.10 per diluted share in the fourth quarter and $1.15 per diluted share for 2025. FFO 1 of $0.50 per diluted share in the fourth quarter and $1.80 per diluted share for 2025. of $0.50 per diluted share in the fourth quarter and $1.80 per diluted share for 2025. AFFO of $0.48 per diluted share in the fourth quarter and $1.91 per diluted share for 2025. Extended or renewed leases for 116,000 square feet in the fourth quarter and 888,000 square feet for 2025. Portfolio occupancy of 98.5% as of year end. Acquired 13 industrial properties for $188.8 million in 2025. In 2025, sold 10 wholly owned properties for $58.9 million of net proceeds and an $18.7 million gain, and two properties owned by unconsolidated JVs for $2.4 million of net proceeds and a $991,000 gain. In 2025 and early 2026, entered into contracts to sell a vacant retail property for $6.0 million and a retail property for ...
Net Sales Growth of ~2% Year-Over-Year Healthy Balance Sheet and Strong Liquidity Well Positioned to Capitalize on Pent-Up Demand HOUSTON, March 05, 2026 (GLOBE NEWSWIRE) -- Quanex Building Products Corporation (NYSE:NX) (“Quanex” or the “Company”) today announced its results for the three months ended January 31, 2026. The Company reported the following selected financial results: Three Months En...
Net Sales Growth of ~2% Year-Over-Year Healthy Balance Sheet and Strong Liquidity Well Positioned to Capitalize on Pent-Up Demand HOUSTON, March 05, 2026 (GLOBE NEWSWIRE) -- Quanex Building Products Corporation (NYSE:NX) (“Quanex” or the “Company”) today announced its results for the three months ended January 31, 2026. The Company reported the following selected financial results: Three Months Ended January 31, ($ in millions, except per share data) 2026 2025 Net Sales $409.1 $400.0 Gross Margin $98.5 $92.3 Gross Margin % 24.1% 23.1% Net Loss ($4.1) ($14.9) Diluted EPS ($0.09) ($0.32) Adjusted Net (Loss) Income ($0.3) $9.0 Adjusted Diluted EPS ($0.01) $0.19 Adjusted EBITDA $27.4 $38.5 Adjusted EBITDA Margin % 6.7% 9.6% Cash Used For Operating Activities ($20.2) ($12.5) Free Cash Flow ($31.5) ($24.1) (See Non-GAAP Terminology Definitions and Disclaimers section, Non-GAAP Financial Measure Disclosure table, Selected Segment Data table and reconciliation tables for additional information) George Wilson, Chairman, President and Chief Executive Officer, stated, “Our results for the first quarter tracked our expectations given the current macroeconomic backdrop. The combination of inflationary pressures, high interest rates, tariff uncertainty, housing affordability issues, and geopolitical tensions continued to weaken consumer confidence around the world, ultimately impacting demand for the products we manufacture. However, we continue to focus on identifying operational efficiencies and commercial synergies that we believe will benefit us when consumer confidence improves and demand rebounds. “Due to the seasonality of our business, coupled with the longer cash conversion cycle of the legacy Tyman business, we expect to be a net borrower during the first half of our fiscal year, which impacts our leverage ratio. Our balance sheet is healthy, and we will remain focused on prioritizing debt repayment as we generate cash. Looking ahead, we continue to be optimistic about ...
Fourth Quarter Sales of $65.4 million, Adjusted EBITDA of $1.2 million, and Free Cash Flow of $11.6 million Continued Focus on Simplification Strategy to Position Company for Profitable Growth Apparel Sales in the Outdoor segment up 10% in the Fourth Quarter SALT LAKE CITY, March 05, 2026 (GLOBE NEWSWIRE) -- Clarus Corporation (NASDAQ: CLAR) (“Clarus” and/or the “Company”), a global company focuse...
Fourth Quarter Sales of $65.4 million, Adjusted EBITDA of $1.2 million, and Free Cash Flow of $11.6 million Continued Focus on Simplification Strategy to Position Company for Profitable Growth Apparel Sales in the Outdoor segment up 10% in the Fourth Quarter SALT LAKE CITY, March 05, 2026 (GLOBE NEWSWIRE) -- Clarus Corporation (NASDAQ: CLAR) (“Clarus” and/or the “Company”), a global company focused on the outdoor enthusiast markets, reported financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Summary vs. Same Year‐Ago Quarter Sales of $65.4 million compared to $71.4 million. Gross margin was 27.7% compared to 33.4%; adjusted gross margin of 33.6% compared to 38.0%. Net loss of $31.3 million, or $(0.81) per diluted share 1 , compared to net loss(including the impact of discontinued operations) of $65.5 million, or $(1.71) per diluted share 2 . , compared to net loss(including the impact of discontinued operations) of $65.5 million, or $(1.71) per diluted share . Loss from continuing operations of $31.3 million, or $(0.81) per diluted share, compared to loss from continuing operations of $73.3 million, or $(1.92) per diluted share. Adjusted net income of $3.6 million, or $0.09 per diluted share, compared to adjusted net loss of $3.2 million, or $(0.08) per diluted share. Adjusted EBITDA of $1.2 million with an adjusted EBITDA margin of 1.8% compared to $4.4 million with an adjusted EBITDA margin of 6.1%. 2025 Financial Summary vs. 2024 Sales of $250.4 million compared to $264.3 million. Gross margin was 33.1% compared to 35.0%; adjusted gross margin was 34.9% compared to 37.5%. Net loss of $46.6 million, or $(1.21) per diluted share 1 , compared to net loss (including the impact of discontinued operations)of $52.3 million, or $(1.37) per diluted share 3 . , compared to net loss (including the impact of discontinued operations)of $52.3 million, or $(1.37) per diluted share . Loss from continuing operations of $4...
AerSale press release ( ASLE ): Q4 Non-GAAP EPS of $0.16 misses by $0.04 . Revenue of $90.9M (-4.1% Y/Y) misses by $8.81M . GAAP net income of $5.4 million versus GAAP net income of $2.7 million in the prior year period Adjusted net income 1 of $7.5 million versus adjusted net income of $4.8 million in the prior year period Adjusted EBITDA 1 of $15.2 million versus Adjusted EBITDA of $13.0 million...
AerSale press release ( ASLE ): Q4 Non-GAAP EPS of $0.16 misses by $0.04 . Revenue of $90.9M (-4.1% Y/Y) misses by $8.81M . GAAP net income of $5.4 million versus GAAP net income of $2.7 million in the prior year period Adjusted net income 1 of $7.5 million versus adjusted net income of $4.8 million in the prior year period Adjusted EBITDA 1 of $15.2 million versus Adjusted EBITDA of $13.0 million in the prior year period Flight equipment sales consisted of four engines compared to six engines in the prior year period Feedstock acquisitions of $15.4 million in the quarter 2025 Full Year Highlights Revenue of $335.3 million versus $345.1 million GAAP net income of $8.6 million versus GAAP Net Income of $5.9 million Adjusted net income 1 of $15.8 million versus adjusted net income of $9.5 million Adjusted EBITDA 1 of $46.1 million versus Adjusted EBITDA of $33.4 million Flight equipment sales consisted of thirteen engines compared to twenty engines and one aircraft in the prior year Feedstock acquisitions of $99.6 million and an additional $11.4 million under contract Inventory of $363.8 million as of December 31, 2025 More on AerSale AerSale Stock: MRO Is The Change It Desperately Needs Seeking Alpha’s Quant Rating on AerSale Historical earnings data for AerSale Financial information for AerSale
U.S. Homeland Security Secretary Kristi Noem attends a House Judiciary Committee hearing on "Oversight of the Department of Homeland Security" to testify, on Capitol Hill in Washington, D.C., U.S., March 4, 2026. Elizabeth Frantz | Reuters President Donald Trump 's firing of Homeland Security Secretary Kristi Noem will not break the DHS funding logjam , Democrats said on Thursday. Trump announced ...
U.S. Homeland Security Secretary Kristi Noem attends a House Judiciary Committee hearing on "Oversight of the Department of Homeland Security" to testify, on Capitol Hill in Washington, D.C., U.S., March 4, 2026. Elizabeth Frantz | Reuters President Donald Trump 's firing of Homeland Security Secretary Kristi Noem will not break the DHS funding logjam , Democrats said on Thursday. Trump announced the firing in a TruthSocial post Thursday, naming Sen. Markwayne Mullin , R-Okla., as her replacement. Her axing comes amid a funding lapse for DHS that began Feb. 14, as Democrats try to negotiate new immigration enforcement policies within the agency to dial back what they say has been overreach. "Not one bit," Sen. Sheldon Whitehouse , D-R.I., said on Thursday when asked if her departure changed DHS funding dynamics. "Not until we have clear assurances that ICE and CBP behavior is going to improve and they're going to start behaving like real police officers and not running around like a bunch of thugs and crazies." Democrats have demanded sweeping changes at DHS after federal agents shot and killed two U.S. citizens during an immigration crackdown in Minneapolis in January. Democrats maintained their position after the U.S. entered a conflict with Iran over the weekend, heightening concerns about retaliation from Iran and its supporters. Read more CNBC politics coverage Iran foreign minister: Not seeking ceasefire, warns U.S. invasion would be ‘big disaster for them’ Epstein files: DOJ plans to release new batch of documents ‘fairly soon,’ MS NOW reports Sen. Merkley proposes prediction market ban for government officials after Maduro, Iran bets They have called for federal immigration agents to cease wearing masks, begin wearing body cameras and end warrantless searches, among other things. The White House and Republicans have pushed back on those demands, as the partial government shutdown drags on. Asked at a press conference Thursday what Democrats and Republicans m...
Samsara press release ( IOT ): Q4 Non-GAAP EPS of $0.18 beats by $0.05 . Revenue of $444.3M (+28.3% Y/Y) beats by $21.98M . Financial Outlook guidance includes GAAP and non-GAAP financial measures. For the first quarter and fiscal year 2027, Samsara expects the following: Q1 FY2027 Outlook FY 2027 Outlook Total revenue $454 million – $456 million $1.965 billion – $1.975 billion Year/Year revenue g...
Samsara press release ( IOT ): Q4 Non-GAAP EPS of $0.18 beats by $0.05 . Revenue of $444.3M (+28.3% Y/Y) beats by $21.98M . Financial Outlook guidance includes GAAP and non-GAAP financial measures. For the first quarter and fiscal year 2027, Samsara expects the following: Q1 FY2027 Outlook FY 2027 Outlook Total revenue $454 million – $456 million $1.965 billion – $1.975 billion Year/Year revenue growth 24% 21% – 22% Year/Year revenue growth in constant currency (1) 22% – 23% 21% Non-GAAP operating margin (2) 15% 19% Non-GAAP net income per share, diluted (2) $0.12 – $0.13 $0.65 – $0.69 GAAP net income per share, diluted GAAP Profitable Click to enlarge Click to enlarge More on Samsara Samsara: Margin Machine Awakens, But AI Clouds The Upside Why I'm Bullish On Samsara: A Rare Combination Of Growth, Stickiness And Operating Leverage Samsara: Record ARR, Strong Margins, And AI Potential, $65 In Play Samsara Q4 2026 Earnings Preview Samsara gets rating upgrade at BNP Paribas
Marvell Technology stock popped Thursday night after the chip maker reported better-than-expected fourth-quarter results. Marvell posted adjusted earnings of 80 cents a share on revenue of $2.22 billion. “Marvell delivered record fiscal 2026 revenue of $8.195 billion, growing 42% year-over-year, driven by robust AI demand,” CEO Matt Murphy said in the earnings release.
Marvell Technology stock popped Thursday night after the chip maker reported better-than-expected fourth-quarter results. Marvell posted adjusted earnings of 80 cents a share on revenue of $2.22 billion. “Marvell delivered record fiscal 2026 revenue of $8.195 billion, growing 42% year-over-year, driven by robust AI demand,” CEO Matt Murphy said in the earnings release.
China’s Power Equipment Exports Jump 26% as Emerging Markets Ramp Up Grid Spending 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x A batch of wind power equipment is exported overseas from Lianyungang, Jiangsu province, on Feb. 25, 2026. Photo: VCG China’s exports of power equipment rose 26% to $37.4 billion in 2025, extending a three-year growth streak as emerging economies accele...
China’s Power Equipment Exports Jump 26% as Emerging Markets Ramp Up Grid Spending 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x A batch of wind power equipment is exported overseas from Lianyungang, Jiangsu province, on Feb. 25, 2026. Photo: VCG China’s exports of power equipment rose 26% to $37.4 billion in 2025, extending a three-year growth streak as emerging economies accelerate investments in electricity infrastructure. The surge highlights China’s growing role in supplying equipment for the global shift toward renewable energy and the rapid expansion of data centers, even as rising trade barriers in developed economies force Chinese manufacturers to adjust their overseas strategies. You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Subscribe to both Caixin Global and The Wall Street Journal — for the price of one. Share now and your friends will read it for free!
Palantir ( PLTR ) shares snapped six straight sessions of gains, as the stock closed 0.4% lower at $152.59 on Thursday. The firm gained over 14% in the preceding six sessions. The stock has gained 16% in the last one month. Palantir closed over 4% higher on Wednesday at $153.19. Looking at Seeking Alpha's Quant Rating, PLTR has a Hold rating with a score of 3.44 out of 5. The company received an A...
Palantir ( PLTR ) shares snapped six straight sessions of gains, as the stock closed 0.4% lower at $152.59 on Thursday. The firm gained over 14% in the preceding six sessions. The stock has gained 16% in the last one month. Palantir closed over 4% higher on Wednesday at $153.19. Looking at Seeking Alpha's Quant Rating, PLTR has a Hold rating with a score of 3.44 out of 5. The company received an A in the prospect of profitability and growth, while it got a D- in the valuation factor. Turning to the Wall Street community, 15 analysts gave PLTR a Buy and above, 11 analysts have given the stock a Hold recommendation, and two recommended Sell and lower. Seeking Alpha analysts are also bullish and see the stock as a Buy. Seeking Alpha analyst Yiannis Zourmpanos said the long-term story for the stock holds good as it continues to tap into the hypergrowth potential of AI for growth in the defense and space industries with high profitability and cash flow generation. However, Zourmpanos added that “Palantir's management is focusing almost exclusively on the U.S. due to resource and market readiness. This means that the international lag will continue. If the U.S. market saturates, Palantir will hit a growth wall.” Overall, the stock has fallen nearly 13% so far this year, compared to the marginal gain in the broader S&P 500 Index. More on Palantir Palantir Technologies: 53% Revenue Growth Vs. "Rich" Valuation | 2-Minute Analysis Geopolitical Tensions Boost Palantir's Bull Case Palantir: My First Ever 'Buy' Following The U.S.-Iran Escalation And Anthropic Cancellation SA analyst upgrades/downgrades: AMD, PLTR, PM, VST Palantir's Peter Thiel meets Japan's PM, discusses future prospects in tech
兩會｜蘇長荣：丁薛祥肯定特區政府應對宏福苑大火表現 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有與會人士指，丁薛祥在會上肯定特區政府應對宏福苑大火的表現，又指要繼續加強愛港愛國力量支持國家發展。 全國政協委員...
兩會｜蘇長荣：丁薛祥肯定特區政府應對宏福苑大火表現 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有與會人士指，丁薛祥在會上肯定特區政府應對宏福苑大火的表現，又指要繼續加強愛港愛國力量支持國家發展。 全國政協委員蘇長荣：「一是說我們處理宏福苑火災時，有序及時地發揮各方面的力量；第二是當機立斷，照常繼續立法會選舉，沒受一些別有用心人士通過火災破壞選舉擾亂香港。」 全國政協委員容永祺：「丁總理十分關心香港澳門，說了很多有關我們國家去年在經濟上頂住外部勢力挑戰，然後取得的成果。加強香港愛國愛港力量，繼續支持國家發展，繼續愛香港，讓香港能繼續平穩、繼續繁榮穩定，說到底都是想香港繼續好。」
US equity indexes ended lower Thursday as an escalation in the war with Iran pushed oil prices and g Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US equity indexes ended lower Thursday as an escalation in the war with Iran pushed oil prices and g Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Lineage Cell Therapeutics press release ( LCTX ): Q4 Revenue of $6.6M (+127.6% Y/Y) beats by $4.64M . More on Lineage Cell Therapeutics Seeking Alpha’s Quant Rating on Lineage Cell Therapeutics Historical earnings data for Lineage Cell Therapeutics Financial information for Lineage Cell Therapeutics
Lineage Cell Therapeutics press release ( LCTX ): Q4 Revenue of $6.6M (+127.6% Y/Y) beats by $4.64M . More on Lineage Cell Therapeutics Seeking Alpha’s Quant Rating on Lineage Cell Therapeutics Historical earnings data for Lineage Cell Therapeutics Financial information for Lineage Cell Therapeutics
Spero Alex, Executive Vice President of Operations at The Cheesecake Factory (CAKE 1.62%), reported the indirect sale of 4,790 shares in an open-market transaction valued at approximately $316,000 according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (indirect) 4,790 Transaction value $316,000 Transaction value based on SEC Form 4 weighted average purchase price ($66.00)...
Spero Alex, Executive Vice President of Operations at The Cheesecake Factory (CAKE 1.62%), reported the indirect sale of 4,790 shares in an open-market transaction valued at approximately $316,000 according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (indirect) 4,790 Transaction value $316,000 Transaction value based on SEC Form 4 weighted average purchase price ($66.00); post-transaction value was $0.00 as no holdings remained after the sale. Key questions What portion of Spero Alex's total Cheesecake Factory holdings was impacted by this transaction? This transaction represented a 100% reduction in Mr. Alex’s indirect ownership via the Alex Family Trust, with no direct or derivative shares noted following the sale. This transaction represented a 100% reduction in Mr. Alex’s indirect ownership via the Alex Family Trust, with no direct or derivative shares noted following the sale. What was the market context for the sale? The transaction executed at a weighted average price around $66.00 per share, with Cheesecake Factory shares closing at $65.94 on Feb. 25, 2026; the stock had appreciated 25.27% over the prior year as of the transaction date. The transaction executed at a weighted average price around $66.00 per share, with Cheesecake Factory shares closing at $65.94 on Feb. 25, 2026; the stock had appreciated 25.27% over the prior year as of the transaction date. How does this sale compare to Mr. Alex's past activity? This was Mr. Alex’s only open-market sale, matching the prior median and maximum transaction size of 4,790 shares since Feb. 11, 2026, and fully exhausting the trust's reported position. This was Mr. Alex’s only open-market sale, matching the prior median and maximum transaction size of 4,790 shares since Feb. 11, 2026, and fully exhausting the trust's reported position. Does Mr. Alex retain any exposure to Cheesecake Factory equity following this filing? Post-transaction, Mr. Alex reports no direct, indirect, or derivativ...
JHVEPhoto Marvell Technologies ( MRVL ) shares rose 6.9% in extended trading on Thursday after the semiconductor company reported fourth-quarter results and guidance that topped Wall Street's estimates. For the period ending Jan. 31, Marvell said it earned an adjusted $0.80 per share as revenue jumped 22% year-over-year to $2.22B. Analysts had expected the company to earn an adjusted $0.79 per sha...
JHVEPhoto Marvell Technologies ( MRVL ) shares rose 6.9% in extended trading on Thursday after the semiconductor company reported fourth-quarter results and guidance that topped Wall Street's estimates. For the period ending Jan. 31, Marvell said it earned an adjusted $0.80 per share as revenue jumped 22% year-over-year to $2.22B. Analysts had expected the company to earn an adjusted $0.79 per share on $2.21B in revenue. “Marvell delivered record fiscal 2026 revenue of $8.195 billion, growing 42% year-over-year, driven by robust AI demand. We also delivered GAAP EPS of $3.07 and non-GAAP EPS of $2.84, up 81% year-over-year, demonstrating the strong operating leverage in our business model,” said Matt Murphy, Marvell’s Chairman and CEO. “We expect year-over-year revenue growth to accelerate each quarter in fiscal 2027, driven by continued strength in our data center business, with bookings continuing to grow at a record pace. In addition to our strong results and outlook, our design wins in fiscal 2026 hit an all-time record, which we expect will continue to fuel our future growth.” Looking ahead to the first quarter of fiscal 2027, Marvell said it expects adjusted earnings to be $0.79, plus or minus $0.05, while revenue is forecast to be $2.4B, plus or minus 5%. Analysts had expected adjusted earnings of $0.74 per share on $2.28B in revenue. The company will host a conference call at 4:45 p.m. EST to discuss the results. More on Marvell Marvell: Custom Is The Dark Horse Catalyst Marvell: AI Catalysts Ahead Of Q4 Earnings The AI Memory Supercycle: Why Astera Labs And Marvell Are Top Buys Marvell Q4 Preview: Analysts divided ahead of earnings, data centre & AI momentum in focus Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore
Smith & Wesson Brands press release ( SWBI ): Q3 Non-GAAP EPS of $0.08 beats by $0.03 . Revenue of $135.71M (+17.1% Y/Y) beats by $10.12M . Shares +7.04% AH. More on Smith & Wesson Brands Smith & Wesson: The Relocation Is Over And The Cash Flow Is Back Smith & Wesson: A Soft 'Buy' After A Sharp Rally Smith & Wesson Brands Q3 2026 Earnings Preview Firearm demand continues its five-year downtrend in...
Smith & Wesson Brands press release ( SWBI ): Q3 Non-GAAP EPS of $0.08 beats by $0.03 . Revenue of $135.71M (+17.1% Y/Y) beats by $10.12M . Shares +7.04% AH. More on Smith & Wesson Brands Smith & Wesson: The Relocation Is Over And The Cash Flow Is Back Smith & Wesson: A Soft 'Buy' After A Sharp Rally Smith & Wesson Brands Q3 2026 Earnings Preview Firearm demand continues its five-year downtrend in the U.S. Seeking Alpha’s Quant Rating on Smith & Wesson Brands
TriSalus Life Sciences press release ( TLSI ): Q4 GAAP EPS of -$0.21 misses by $0.07 . Revenue of $13.2M (+59.8% Y/Y) in-line. Gross margin increased to 86.7% for the quarter ended December 31, 2025, as compared to 85.3% for the quarter ended December 31, 2024. Improved Adjusted EBITDA to a loss of $0.9 million for the quarter ended December 31, 2025, compared to a loss of $5.7 million for the qua...
TriSalus Life Sciences press release ( TLSI ): Q4 GAAP EPS of -$0.21 misses by $0.07 . Revenue of $13.2M (+59.8% Y/Y) in-line. Gross margin increased to 86.7% for the quarter ended December 31, 2025, as compared to 85.3% for the quarter ended December 31, 2024. Improved Adjusted EBITDA to a loss of $0.9 million for the quarter ended December 31, 2025, compared to a loss of $5.7 million for the quarter ended December 31, 2024. Delivered another strong commercial performance, with expanding use of TriNav® in liver embolization, and continued further development of new applications for new clinical settings focused on the interventional radiology call point. Subsequent to the fourth quarter, the Company raised $46 million in gross proceeds via a public offering to support continued growth. As of December 31, 2025, cash and cash equivalents totaled $20.4 million. More on TriSalus Life Sciences TriSalus Life Sciences, Inc. (TLSI) Discusses Innovative Approaches for Thyroid Artery Embolization and Tumor-Targeted Therapies Transcript TriSalus prices $40 mln public stock offering Seeking Alpha’s Quant Rating on TriSalus Life Sciences Historical earnings data for TriSalus Life Sciences Financial information for TriSalus Life Sciences