The threat to software-backed businesses from artificial intelligence should prompt investors to shift focus from technology to companies that toil in the physical world, like miners, power producers and industrial firms, according to Ulrike Hoffmann-Burchardi , global head of equities and chief investment officer for the Americas at UBS Wealth Management. Her firm is embarking on morphing portfol...
The threat to software-backed businesses from artificial intelligence should prompt investors to shift focus from technology to companies that toil in the physical world, like miners, power producers and industrial firms, according to Ulrike Hoffmann-Burchardi , global head of equities and chief investment officer for the Americas at UBS Wealth Management. Her firm is embarking on morphing portfolios from targeting “bits to atoms,” she said on the sidelines of a financial industry conference in Miami Beach on Tuesday. That means buying shares of equipment makers, power generators and resources miners — companies that build the physical infrastructure necessary to drive the modern economy. The move comes at the expense of tech firms, long darlings of the AI trade that powered the stock market for the past three years. There are parts of the technology sector vulnerable to disruption, she said, notably software companies, but also service providers like law and financial firms that rely on software, Hoffmann-Burchardi said. While the CIO expects AI will rattle a large swath of industries, she anticipates a strong economic backdrop combined with monetary easing can still keep powering stocks higher. “The macro is very, very supportive — however, I think the AI portion is going to get more tricky,” she said. “The last few years, it seems like a tide that lifted all boats, but this year, AI is going to be increasingly a differentiator between winners and losers. The whole digital economy could be reimagined through AI, and that is a risk for broad sectors of the equity market.” UBS downgraded the information technology and communication services sectors of the S&P 500 Index and is instead buying “the physical parts” of the US equity benchmark. The move comes as the tech-led stock rally has all but stalled since late October. Technology companies in the S&P have lost 8.6% since the index hit a record Oct. 28. Energy and materials producers have rallied at least 20% in tha...
Met or Exceeded All Guidance Metrics Provided 5% Year-Over-Year Increase in Domestic Consolidated Communities $471 Million of Total Liquidity Domestic Contracts, Including Unconsolidated Joint Ventures, Increased 11% Year-Over-Year for January and 13% for February to Date over the Same Period Last Year
Met or Exceeded All Guidance Metrics Provided 5% Year-Over-Year Increase in Domestic Consolidated Communities $471 Million of Total Liquidity Domestic Contracts, Including Unconsolidated Joint Ventures, Increased 11% Year-Over-Year for January and 13% for February to Date over the Same Period Last Year
Many pharmaceutical companies are looking to develop and market the now highly popular GLP-1 drugs, which help treat diabetes, help patients lose weight, and reduce their risk of a range of conditions linked to obesity. The drugmakers that lead this market over the next decade could reap substantial financial benefits for themselves and their shareholders. But what if companies outside of the phar...
Many pharmaceutical companies are looking to develop and market the now highly popular GLP-1 drugs, which help treat diabetes, help patients lose weight, and reduce their risk of a range of conditions linked to obesity. The drugmakers that lead this market over the next decade could reap substantial financial benefits for themselves and their shareholders. But what if companies outside of the pharmaceutical industry benefit as well? One excellent candidate to do so is DexCom (NASDAQ: DXCM) . Let's consider why this healthcare specialist could be an under-the-radar winner of the GLP-1 boom. Image source: Getty Images. Continue reading
Trinity Biotech ( TRIB ) on Wednesday said it entered into a $25 million standby equity purchase agreement with an affiliate of Yorkville Advisors Global. The agreement gives Trinity the right, but not the obligation, to sell up to $25 million of newly issued American Depositary Shares over a period of up to 36 months, subject to the terms of the deal and the effectiveness of a resale registration...
Trinity Biotech ( TRIB ) on Wednesday said it entered into a $25 million standby equity purchase agreement with an affiliate of Yorkville Advisors Global. The agreement gives Trinity the right, but not the obligation, to sell up to $25 million of newly issued American Depositary Shares over a period of up to 36 months, subject to the terms of the deal and the effectiveness of a resale registration statement. Shares issued under the facility will be priced at either 97% of the lowest daily volume-weighted average price during a three-day pricing period prior to the transaction date, or 95% of the VWAP during a single-day pricing period, the company said. Trinity said the facility is intended to support its commercialization initiatives and research and development programs. TRIB -0.0% premarket to $0.75. Source: Press Release More on Trinity Biotech Trinity Biotech rises on order for 9M TrinScreen HIV tests Seeking Alpha’s Quant Rating on Trinity Biotech Financial information for Trinity Biotech
Ryman Hospitality Properties ( RHP ) announced on Wednesday that its subsidiaries, RHP Hotel Properties and RHP Finance Corporation, intend to offer in a private placement $700 million aggregate principal amount of senior notes due 2034. The issuers intend to use the net proceeds of the offering, together with available cash, to redeem in full the issuers’ 4.750% senior notes due 2027, including a...
Ryman Hospitality Properties ( RHP ) announced on Wednesday that its subsidiaries, RHP Hotel Properties and RHP Finance Corporation, intend to offer in a private placement $700 million aggregate principal amount of senior notes due 2034. The issuers intend to use the net proceeds of the offering, together with available cash, to redeem in full the issuers’ 4.750% senior notes due 2027, including accrued and unpaid interest on the 2027 notes and related fees and expenses. RHP is up 0.75% premarket to $103.6. Source: Press Release More on Ryman Hospitality Properties Ryman Hospitality Properties, Inc. (RHP) Q4 2025 Earnings Call Transcript Ryman Hospitality Properties: Unique Customer Base, Stable Dividends Ryman outlines 2.5% RevPAR growth target for 2026 while expanding group business and entertainment platform Ryman Hospitality Properties FFO of $2.19 beats by $0.02, revenue of $737.81M beats by $21.73M Seeking Alpha’s Quant Rating on Ryman Hospitality Properties
Upland Software ( UPLD ) has appointed Sean Nathaniel as chief executive officer, effective May 1, 2026, the company said on Wednesday. Jack McDonald, who founded the company in 2010 and has served as chairman of the board and chief executive officer since its founding, will continue to serve as chairman of the board. Nathaniel, who held leadership roles at Upland from 2013 to 2020, is returning t...
Upland Software ( UPLD ) has appointed Sean Nathaniel as chief executive officer, effective May 1, 2026, the company said on Wednesday. Jack McDonald, who founded the company in 2010 and has served as chairman of the board and chief executive officer since its founding, will continue to serve as chairman of the board. Nathaniel, who held leadership roles at Upland from 2013 to 2020, is returning to the company after spending four years as president and chief executive officer of DryvIQ, a provider of AI-driven unstructured data management solutions. His prior roles at Upland include chief technology officer and executive vice president of Workflow Automation Solutions. He was also a member of the executive team during the Company’s initial public offering in 2014. UPLD +1.78% premarket to $0.96. Source: Press Release More on Upland Software Seeking Alpha’s Quant Rating on Upland Software Historical earnings data for Upland Software Financial information for Upland Software
Jumps star has fallen in three of last four hurdles runs Horse switched to Flat campaign after Southwell romp Constitution Hill will not run in the Champion Hurdle at Cheltenham on 10 March and is now on course for a campaign on the Flat. Trainer Nicky Henderson and owner Michael Buckley came to the decision having agonised over it for days since the nine-year-old impressed greatly in his first ev...
Jumps star has fallen in three of last four hurdles runs Horse switched to Flat campaign after Southwell romp Constitution Hill will not run in the Champion Hurdle at Cheltenham on 10 March and is now on course for a campaign on the Flat. Trainer Nicky Henderson and owner Michael Buckley came to the decision having agonised over it for days since the nine-year-old impressed greatly in his first ever run on the Flat at Southwell. Continue reading...
RBC Capital Markets has started coverage of Bristol Myers Squibb ( BMY ) at sector perform, saying that while the pharma has a good late-stage pipeline, its risk/reward is balanced at current levels. The bank has a $60 price target (~3% downside based on Feb. 24 close). Analyst Trung Huynh said that Bristol "has large-cap pharma's most significant Phase 3 path—milvexian (stroke/AF) and Cobenfy (Al...
RBC Capital Markets has started coverage of Bristol Myers Squibb ( BMY ) at sector perform, saying that while the pharma has a good late-stage pipeline, its risk/reward is balanced at current levels. The bank has a $60 price target (~3% downside based on Feb. 24 close). Analyst Trung Huynh said that Bristol "has large-cap pharma's most significant Phase 3 path—milvexian (stroke/AF) and Cobenfy (Alzheimer's psychosis), as well as admilparant (IPF), CELMoDS, and Sotyktu (PA, SLE), which are perhaps overlooked." He added that the company needs pipeline approvals to offset around $30B in product loss of exclusivity through 2030. Huynh noted that Bristol's revenues will continue to decline to $31B in 2034 compared to $48B in 2025. More on Bristol Myers Squibb Bristol-Myers: I'm Buying Post Earnings Bristol-Myers Squibb: Oncology Franchise Remains A Core Strength Bristol-Myers: Walking Blindfolded To A $30 Billion Patent Cliff CDC Deputy Director Ralph Abraham steps down Bristol unveils positive phase 2 data for Reblozyl in alpha thalassemia
On February 17, 2026, Masterton Capital Management, LP disclosed a sale of 72,100 shares of Federal Realty Investment Trust (NYSE:FRT) , an estimated $7.10 million trade based on quarterly average pricing. According to a February 17, 2026, SEC filing , Masterton Capital Management, LP reduced its position in Federal Realty Investment Trust by 72,100 shares during the fourth quarter of 2025. The es...
On February 17, 2026, Masterton Capital Management, LP disclosed a sale of 72,100 shares of Federal Realty Investment Trust (NYSE:FRT) , an estimated $7.10 million trade based on quarterly average pricing. According to a February 17, 2026, SEC filing , Masterton Capital Management, LP reduced its position in Federal Realty Investment Trust by 72,100 shares during the fourth quarter of 2025. The estimated value of shares sold was approximately $7.10 million, calculated using the average closing price over the quarter. The quarter-end value of the fund’s remaining stake declined by $7.39 million, a figure that includes both trading activity and price changes. The fund’s direction was a sale, leaving Federal Realty Investment Trust at 12.19% of 13F assets under management after the transaction Continue reading