Palantir (NASDAQ:PLTR) was defying gravity for nearly three years, and it looked like a company that could genuinely violate the norm. However, PLTR stock looks more vulnerable today than it ever did in the past. The reality is that investors have grown pickier over time, and AI is no longer a novelty to them. A ... Michael Burry Says Palantir Is Worth $46. The Stock Trades at $130. Who’s Right?
Palantir (NASDAQ:PLTR) was defying gravity for nearly three years, and it looked like a company that could genuinely violate the norm. However, PLTR stock looks more vulnerable today than it ever did in the past. The reality is that investors have grown pickier over time, and AI is no longer a novelty to them. A ... Michael Burry Says Palantir Is Worth $46. The Stock Trades at $130. Who’s Right?
TJ Maxx parent company TJX reported a triple beat with its fourth-quarter results on Wednesday, but shares of the off-price apparel and home-fashions retailer slipped as the outlook disappointed.
TJ Maxx parent company TJX reported a triple beat with its fourth-quarter results on Wednesday, but shares of the off-price apparel and home-fashions retailer slipped as the outlook disappointed.
mohd izzuan Shares of Geron Corporation ( GERN ) lost ~15% in the premarket on Wednesday after the cancer drug developer missed Street forecasts with its Q4 2025 results and reaffirmed its full-year outlook. The maker of blood cancer therapy, Rytelo, reported $0.05 of net loss per share on $48.0M in revenue, which missed average analysts’ expectations by more than $2.4M as the company’s topline re...
mohd izzuan Shares of Geron Corporation ( GERN ) lost ~15% in the premarket on Wednesday after the cancer drug developer missed Street forecasts with its Q4 2025 results and reaffirmed its full-year outlook. The maker of blood cancer therapy, Rytelo, reported $0.05 of net loss per share on $48.0M in revenue, which missed average analysts’ expectations by more than $2.4M as the company’s topline remained relatively flat during the quarter. Geron’s ( GERN ) total costs and operating expenses rose ~2% YoY to $254.7M for the full year, while net loss for Q4 widened ~23% YoY to $31.1M amid a $17.0M restructuring expense related to a cost-cutting drive started in December. Meanwhile, full-year revenue more than doubled to $183.9M thanks to the FDA approval of Rytelo for a rare type of blood cancer called myelodysplastic syndromes in June 2024. Rytelo's net product revenue for the period reached $48M, indicating a ~9% growth from Q3 and expanding its full-year net product revenue to $183.6M. Looking ahead, the company continues to project its full-year net product revenue for Rytelo and its operating expenses to reach $220M - $240M and $230M - $240M, respectively. More on Geron Geron: Underpromise And Overdeliver Could Be The 2026 Strategy (Rating Upgrade) Geron: From Launch Hype To Later-Line Gravity Geron Corporation: Can Restructuring Bring The Stock Back To Life? I'm On The Sidelines Geron misses FY earnings result Geron Q4 2025 Earnings Preview
Frederick M. Brown/Getty Images Entertainment Bank of America downgraded Fox Corporation ( FOX ) ( FOXA ) to "underperform" from a previous investment rating of "buy" on Wednesday, citing the company's exposure to the upcoming NFL renewal. The research firm noted that due to the NFL’s status as "must-have programming," broadcast networks and traditional media partners will have a disadvantage in n...
Frederick M. Brown/Getty Images Entertainment Bank of America downgraded Fox Corporation ( FOX ) ( FOXA ) to "underperform" from a previous investment rating of "buy" on Wednesday, citing the company's exposure to the upcoming NFL renewal. The research firm noted that due to the NFL’s status as "must-have programming," broadcast networks and traditional media partners will have a disadvantage in negotiations as strong and deep-pocketed tech players have shown interest in securing the rights. BofA said even in a "best case" scenario, renewals would dilute earnings power for several exposed media businesses. "The prospect of an early NFL rights fee repricing is potentially ominous for traditional media’s long-term trajectory because it underscores a structurally worsening bargaining dynamic," BofA said in its analysis dated February 25. The research firm argues that even though revenue could be offset through pricing, ad load optimization, and better digital packaging, traditional media would still struggle because costs for premium sports would become larger, while the legacy monetization base weakens. "The likely outcome is higher pricing and/or less favorable economics (e.g., paying more for the same or fewer rights), forcing incumbents to either absorb margin pressure or risk losing core audiences and advertising value," BofA said. Both FOX and FOXA have a price target of $45 at BofA, slashed from $80, implying a downside of 11.5% and 18.7%, respectively. Earlier this week, Seaport upgraded Fox to "buy" from "neutral" and said concerns around the sports betting exposure are "overdone." FOX is down 4.1%, and FOXA is down 3.6% ahead of the market opening bell. More on Fox Fox Corporation (FOXA) Q2 2026 Earnings Call Transcript FOXA: The Main Street Sports Group Challenge Presents Opportunity Wall Street Lunch: Fox's FanDuel Call Option Emerges As Hidden Growth Lever Seaport turns bullish on Fox as stock pullback post-earnings 'overdone' 'College Football Playoffs' o...
Esteban Alejandro/iStock via Getty Images Sometimes it is a good idea to compare what has happened with the seller to the buyer of a transaction to see who is getting the better deal. Right now, Ovintiv Inc. ( OVV ) has announced yet another sale while completing an acquisition. Meanwhile, the seller in a previous transaction with Ovintiv is Paramount Resources Ltd. ( PRMRF ). That seller seems to...
Esteban Alejandro/iStock via Getty Images Sometimes it is a good idea to compare what has happened with the seller to the buyer of a transaction to see who is getting the better deal. Right now, Ovintiv Inc. ( OVV ) has announced yet another sale while completing an acquisition. Meanwhile, the seller in a previous transaction with Ovintiv is Paramount Resources Ltd. ( PRMRF ). That seller seems to be doing much better for its shareholders. Ovintiv The last article on Ovintiv mentioned that the stock price has long been stuck in a rut. Since that article, the stock price has increased slightly. But the latest earnings report is down. With all the portfolio optimization that I have seen this company do over the years, one would not expect a "down." Yet they seem to happen on a regular basis without long-term growth. Ovintiv Adjusted Earnings Calculation (Ovintiv Fourth Quarter 2025, Earnings Press Release) The last thing that anyone wants to see after a major acquisition is a lack of earnings (and really GAAP cash flow as well) progress. I am aware that commodity prices are likely weaker than they were when the transaction was done. But there is a wonderful thing called hedging that could have been used to protect the strategy behind the acquisition. For whatever reason, the expected progress did not happen. Going In Circles Several years back, Encana (which is the predecessor name for Ovintiv) sold to Birchcliff ( BIREF ) the Gordondale acreage in a move to get out of Canada. Ironically, Encana was one of the first back then to produce liquids in what was essentially a dry gas area. That whole area is now undergoing a renaissance because there are intervals that can now be competitively produced as rich gas. In the meantime, Birchcliff has benefitted immensely from that sale. Now, looking into the conference call details, we see that this same general area of Canada is now a focus area for Ovintiv. There has never been any doubt that this company is a very strong ope...
The US Dollar: From Exceptional To Average? Authored by Eva Sun-Wai via BondVigilantes.com, The dollar’s slide last year looks less like a sudden break and more like the culmination of pressures that have been gathering for a while. The fading of US exceptionalism has sat quietly in the background, and once the narrative started to normalise, the cracks became clearer: softer growth expectations, ...
The US Dollar: From Exceptional To Average? Authored by Eva Sun-Wai via BondVigilantes.com, The dollar’s slide last year looks less like a sudden break and more like the culmination of pressures that have been gathering for a while. The fading of US exceptionalism has sat quietly in the background, and once the narrative started to normalise, the cracks became clearer: softer growth expectations, slower capital inflows, and valuations that had been leaning heavily on the idea that the US could keep outperforming indefinitely. The currency came into the year heavily owned and reliant on that growth premium, and when it began to erode, the dollar suddenly felt far more exposed to shifts in sentiment and positioning than it had for some time. At the same time, the policy backdrop has turned more awkward for the currency. Markets expect the Fed to continue cutting, and the prospect of a more politically influenced leadership has introduced a small but noticeable risk premium around credibility. That is happening just as fiscal policy remains unanchored, with deficits showing little sign of narrowing and spending likely to rise into the election cycle. The steepening we’ve seen in the curve has not offered the dollar much support. Even when nominal yields tick higher, the lack of a credible fiscal path blunts the rate‑differential argument the currency would otherwise be able to lean on. Trade policy hasn’t helped clarify matters either. Ordinarily, higher tariffs would tighten the inflation narrative and lend support to the dollar, but the market seems to be treating recent announcements with a degree of caution. The reversals, the unpredictability, and the simple fact that these things take time to feed through the system have meant the FX impact has been surprisingly muted. Rather than helping the dollar, tariff headlines have added to the broader sense of uncertainty. Source: M&G, Bloomberg intelligence. All of this has fed into the gentler tone around inflation expe...
Over the past several weeks, as more and more Anthropic executives do interviews on a publicity blitz for Claude, one thing has gotten increasingly clear: Anthropic sure seems to think Claude is alive in some way, shape, or form. "Alive" is obviously a loaded term; the more frequently used word is "conscious." If you ask Anthropic if the company thinks Claude is alive, the company will flatly deny...
Over the past several weeks, as more and more Anthropic executives do interviews on a publicity blitz for Claude, one thing has gotten increasingly clear: Anthropic sure seems to think Claude is alive in some way, shape, or form. "Alive" is obviously a loaded term; the more frequently used word is "conscious." If you ask Anthropic if the company thinks Claude is alive, the company will flatly deny it, but stop short of saying the models aren't conscious. Kyle Fish, who leads model welfare research at Anthropic, told The Verge , "No, we don't think Claude is 'alive' like humans or any other biological organisms. Asking whether they're 'aliv … Read the full story at The Verge.
PhonlamaiPhoto/iStock via Getty Images Investment Thesis SES AI ( SES ) has been an interesting company to follow, and I’m happy I finally decided to spend some time covering it. It has a unique approach to the EV and battery markets by focusing more on proprietary technology that gets sold as a software platform and recurring fees. It’s a direct opposite of many other battery companies, which are...
PhonlamaiPhoto/iStock via Getty Images Investment Thesis SES AI ( SES ) has been an interesting company to follow, and I’m happy I finally decided to spend some time covering it. It has a unique approach to the EV and battery markets by focusing more on proprietary technology that gets sold as a software platform and recurring fees. It’s a direct opposite of many other battery companies, which are instead investing in factories and actually making the products themselves. This is a smaller part of SES, and perhaps advantageously so because it will lead to drastically higher margins given the nature of SaaS business models along with low CapEx requirements. For me, it's a play on scaling EV production where the more cars are made with SES’s software in them, the more revenues it will generate, and importantly, so recurring as well. It’s a qualitative company that is well capitalized and deserving of a Strong Buy. The Battery Product The business model of SES has changed a few times since its inception back in 2012. What started as a goal of making lithium-metal or Li-metal batteries has turned into more of a sort of IP and SaaS business instead. The battery market, which uses lithium metal, is expected to grow at a rapid rate over the next few years, much because of the demand from the EV transition. At a nearly $70 billion market size, it leaves SES with a great opportunity to carve out some of this for itself. The issue that the traditional Li-metal batteries would have is that over time, as they're used, they would grow these things referred to as dendrites, created at certain current densities . In basic terms, this can cause short circuits and fires. SES is aiming at fixing this issue by instead building a hybrid lithium-metal battery, which is more concentrated in liquid electrolyte, which helps cap or mitigate the dendrite growth in the batteries. SES has been collabing with NVIDIA ( NVDA ) for a while, which led up to the launch of the Molecular Universe , th...
Image source: The Motley Fool. Wednesday, February 25, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Wednesday, February 25, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading