"Enough Is Enough": David Tepper Slams Whirlpool For Value Destruction In "Scathing" Letter David Tepper, the billionaire behind Appaloosa Management, blasted Whirlpool’s board in a sharply critical letter, accusing the appliance maker of eroding shareholder value and demanding a strategic reset, according to CNBC , who viewed the letter. Tepper said he watched with “a certain astonishment” as Whirlpool moved ahead with what he described as a sizable and avoidable equity issuance that diluted investors. He argued the capital raise carried a cost of more than 10% — far above the company’s tax-adjusted borrowing costs of under 5% in public markets — despite management’s stated aim of cutting leverage. “Over the years this management team has destroyed hundreds of millions of dollars of shareholder value. Enough is enough. There can be no more excuses,” Tepper wrote in the letter, first reported by CNBC’s Andrew Ross Sorkin. The share sale triggered a sharp market reaction. Whirlpool stock fell 14% Tuesday after announcing plans to raise about $454.9 million through a common stock offering and $508.1 million via depositary shares. The company also placed 435,000 shares with Guangdong Whirlpool Electrical Appliances at a discounted $69 apiece in a private deal. Whirlpool was Appaloosa’s eighth-largest position at the end of the fourth quarter, valued at $282 million, according to Verity data. CNBC noted that shares later rebounded nearly 1%, though they remain down roughly 36% from a 52-week high reached in July. Tepper also criticized Whirlpool for not fully leveraging tariffs imposed during the Trump administration, suggesting it consider alliances or mergers with foreign competitors disadvantaged by trade policy to improve its footing. “We encourage the Board to (i) remember their fiduciary responsibilities and not accept management acting purely in its own self-interest, and (ii) invite domestic entities or foreign corporations who want to create American jobs and i...

You can claim Social Security as soon as you turn 62, and many people jump on that chance and start their benefits ASAP. In fact, the Center for Retirement Research revealed that 31% of retirees claimed Social Security at 62 in 2019, and 26% did the same in 2023. In both years, 62 was the most popular age to start benefits. Some people claim Social Security at 62 because they just can't wait to retire, and they need that money. Others, however, are motivated by fear. Specifically, some seniors think it's risky to put off their claim past the earliest age of eligibility because they think Social Security benefits will run out, they worry about changes at Social Security, or they worry that they'll die before collecting benefits if they put off their claim. It's understandable to be concerned about these issues, but the reality is that a delayed claim can end up having a big payoff -- and may be the best approach for most retirees. Continue reading

财联社2月25日讯（编辑 赵昊） 随着交易员押注全球货币政策将从降息转向加息，澳元、挪威克朗和新西兰元年内大幅跑赢其他主要货币。 年初至今，澳元兑美元已累涨超6%，升至近三年来高位。本月早些时候，澳大利亚储备银行宣布将基准利率上调25个基点至3.85%，这也是该行两年多来首次加息。 澳央行解释道，该国通胀预计在一段时间内仍将高于2%至3%的目标区间。许多分析师认为这将是持续收紧的开始，交易员推测今年还将再加息一到两次，每次25个基点。 与此同时，新西兰元兑美元年内累涨约3.7%，因市场预计该国也将在未来几个月迎来首次加息；挪威克朗累涨逾5%，意外走高的通胀促使交易员开始押注上半年存在小幅加息的可能性。 这三种货币成为G10货币中表现最好的品种。投资者表示，这反映出利率周期出现重大转向——主要经济体正逐步结束过去几年的降息政策，重新把重点放在抑制通胀上。 新加坡银行首席经济学家Mansoor Mohi-uddin评论道，这些国家就像“煤矿里的金丝雀”，预示着更广泛的“鹰派”政策转变。相对较高的利率会推动汇率提前上涨。 由于澳大利亚、新西兰和挪威三国经济结构中大宗商品权重较高，它们有时也被归类为“商品货币”。策略师称，近期油价、铜价及其他出口商品价格上涨，也为这些货币提供了支撑。 美林证券外汇策略师Oliver Levingston指出，随着澳大利亚利率自2017年以来首次高于美国，叠加大宗商品价格逐步上涨和美元走弱，澳元可能获得“更多顺风”。 分析人士还称，由于外界担心特朗普政府政策反复以及美国政府债务攀升，投资者正寻求分散美元资产配置，这也让三种商品货币受益。 当下，美国相对更高利率所提供的支撑正在被逐渐削弱。在特朗普的强烈施压下，多数交易员认为美联储的降息周期尚未结束，今年仍可能降息两到三次，每次25个基点。 但也有人认为美联储的降息周期可能更早结束，摩根大通和法巴银行都预计该行今年将按兵不动。一些美联储官员在会议纪要中指出，“不应排除重新加息的可能性”。 此外，由于市场担忧政府赤字扩大和债务激增，投资者更青睐公共财政相对健康的国家，这也提振了澳元、挪威克朗和新西兰元，拖累了日元、美元和英镑。

RBC Capital maintains AMD stock rating on Meta deal upside Investing.com

JHVEPhoto/iStock Editorial via Getty Images Invesco ( IVZ ) has rolled out four fixed-income ETFs designed to help investors “address some of the current investment challenges, including persistent interest ‑ rate uncertainty, the need for diversified income, and a means to manage risk across changing market conditions.” The four ETFs launched today include: Invesco Flexible Income ETF ( FLXI ) - an actively managed ETF with a global, multisector bond strategy Invesco Agency MBS ETF ( IMTG ) - an actively managed ETF that aims to provide high ‑ quality income allocation through exposure to agency mortgage ‑ backed securities Invesco MSCI Treasury Duration Rotation ETF ( TROT ) - a passively managed ETF that tracks the MSCI U.S. Treasury Duration Rotation Select Bond Index Invesco U.S. Hybrid Bond ETF ( HBRD ) - a passively managed ETF that tracks the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.65% Constrained Index Source: Press Release More on Invesco, FlexiInternational Software Inc., etc. Invesco Ltd. (IVZ) Q4 2025 Earnings Call Transcript Invesco Ltd. 2025 Q4 - Results - Earnings Call Presentation Invesco: Asset Manager Hits Ceiling Of Fair Value Invesco Q4 earnings top, revenue top consensus, helped by strong net inflows Invesco Non-GAAP EPS of $0.62 beats by $0.04, revenue of $1.26B beats by $10M

Image source: The Motley Fool. Wednesday, Feb. 25, 2026 at 8:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Glanbia plc press release ( GLAPF ): FY Non-GAAP EPS of $0.13. Revenue of $3.95B (+2.9% Y/Y) misses by $140M . 2026 outlook: • In line with the Company’s medium-term targets, Glanbia expects to deliver adjusted EPS growth of 7% to 11% constant currency and operating cash conversion of 85%+ in FY 2026. • Segmental performance is expected to be in line with the Group’s medium-term targets. More on Glanbia plc Glanbia plc (GLAPY) Q4 2025 Earnings Call Transcript Glanbia plc 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Glanbia plc Historical earnings data for Glanbia plc Dividend scorecard for Glanbia plc

核心要点 特朗普总统于周二发表了时长近两小时的国情咨文，演讲重心聚焦经济，宣称美国经济即将迎来繁荣。 此次演讲之际，距离 2026 年中期选举已不足 9 个月，特朗普在经济议题上的民调支持率正大幅下滑。 中期选举或将让共和党失去国会控制权，进而动摇特朗普对华盛顿的掌控。 特朗普总统于周二发表了时长近两小时的国情咨文，演讲重心聚焦经济，宣称美国经济即将迎来繁荣。 在这场标志性年度演讲发表时，距离 2026 年中期选举已不足 9 个月，特朗普在经济议题上的民调支持率正大幅下滑。此次选举或将让共和党失去国会控制权，进而动摇特朗普对华盛顿的掌控。 以下是特朗普此次国情咨文的五大要点： 1． 全民 401 （k） 计划 特朗普呼吁为未获得雇主退休匹配福利的美国劳动者，设立一项由政府支持、类似 401 （k） 的退休计划。 “我的政府将为这些常被遗忘的美国劳动者 —— 这些伟大的人民、建设国家的功臣 —— 提供与联邦政府雇员相同的退休计划，” 特朗普表示，“我们每年将为你的个人缴费提供最高 1000 美元的匹配资金。” 特朗普称，该计划将 “确保所有美国人都能从股市上涨中获益”。 特朗普及其政府常因宣扬股市上涨是经济繁荣的证据而饱受批评，因为数百万美国人并未参与股市投资。 一名要求匿名的白宫官员在介绍该计划时表示，该计划将让符合条件的劳动者获得类似联邦雇员 “节俭储蓄计划” 的储蓄工具，该计划 “提供高效的储蓄方案，包含政府匹配资金，并提供多元化、基于指数的投资选项与投资组合选择”。 该计划将依托 2022 年《安全法案 2.0》中已设立的 “储蓄者匹配税收抵免” 项目，自 2027 年起，每年为低收入劳动者提供最高 1000 美元的匹配资金。 2． 特朗普重申禁止私募股权收购住宅的呼吁 总统再次呼吁国会通过立法，禁止大型机构投资者收购独栋住宅，并要求国会将他此前签署的相关行政令纳入法律。 “我请求国会将这一禁令永久化，因为我们真正想要的是让民众有房可住，” 特朗普说，“我们要让民众拥有住房，而非企业 —— 企业已经过得很好了。” 特朗普禁止机构投资者收购住宅的呼吁，与进步派左翼的民粹主义提案相呼应，后者正就住房可负担性问题向总统施压。就在国情咨文发表前，民主党人于周二早些时候公布了另一项限制大型投资者购房能力的计划。 3． 特朗普宣称经济表现极佳 特朗普称美国经济 “正以前所...

JHVEPhoto/iStock Editorial via Getty Images Exxon Mobil Corporation ( XOM ), aka ExxonMobil, is the largest publicly traded oil and gas company, worth more than $600 billion. Despite this massive scale, the company has continued to struggle with low oil and gas prices. However, an impressive portfolio with substantial cash flow growth by 2030E makes the company a valuable investment with strong returns. Exxon Mobil Overview ExxonMobil remains one of the largest publicly traded companies in the world, with continued impressive safety performance. Exxon Mobil Investor Presentation The company had 4.7 million barrels/day in production, its highest production in more than 40-years as the company has continued to benefit from the Permian Basin and Guyana. ExxonMobil has closed its acquisition of Pioneer Natural Resources, worth more than $60 billion, and the company's synergies are double initial estimates. At the same time, we have concerns about ExxonMobil's ability to handle a changing climate and long-term demand. While the company has substantial CO2 under contract, it's a small portfolio versus the company's business. Still, ExxonMobil has a more than $600 billion market cap and has returned 25% of its market cap to shareholders in the last 5 years. Going to 2030, as the company has continued to succeed, it's expanded earnings growth plans that should enable substantial returns. ExxonMobil Projections ExxonMobil's projections show its strength to drive future shareholder returns. Exxon Mobil Investor Presentation The company's 2030 plan is ~5.5 million barrels/day in production, driven by the company's Guyana and Shell assets with earnings margins increasing almost 50% from last year. The company expects products at the downstream end to more than double as the company increasingly builds more complex petroleum-based products with stronger cash flow. Combined with cost savings as the company integrates Pioneer Natural Resources and ExxonMobil will be able to increa...

(RTTNews) - Taboola.com Ltd. (TBLA) reported earnings for its fourth quarter that Increased, from last year

格隆汇2月25日｜福建省全面实施新时代民营经济强省战略领导小组第五次会议25日召开。会议强调，要进一步提升外事港澳资源服务企业“走出去”的精准度和实效性，支持民企深度融入高质量共建“一带一路”，更好融入全球市场网络；健全完善民企涉外服务机制，降低跨境商务成本，促进人员便利往来；推动外事资源与企业需求高效匹配，搭建高层次产学研对接平台，推动更多科技成果在我省民营企业转化；完善海外权益保护与风险防控体系，助力提升企业应对风险能力。

Punchy AMD AM5 gaming motherboard is back at its lowest price WePC

格隆汇2月25日｜德国立法者批准以5.4亿欧元采购攻击型无人机。

格隆汇2月25日｜WTI原油价格转跌，跌破每桶66美元，此前曾上涨约1%。

格隆汇2月25日｜针对近期网络上出现的“华策影视解散电影部门”消息，华策影视相关负责人今日晚间发表声明称，相关信息无事实依据。公司表示，正在全面推进“内容+科技”战略升级，将人工智能技术作为驱动内容创作创新的核心动力，对包括电影业务在内的全内容板块进行转型升级。2026年，电影业务将全面升级，不再盲目追求规模，而是坚守“收支平衡”的底线，优先修复现金流。

美國抵押貸款申請放緩。 美國截至2月20日的一周，抵押貸款申請按周上升百分之0.4，升幅顯著低於前一周的百分之2.8。 至於30年期固定抵押貸款利率，連跌第二周，回落至6.09厘，較前一周低8點子。

格隆汇2月25日｜据央视财经，2月24日，国务院召开新春首次常务会议，重点研究推进银发经济和养老服务发展有关工作。预测数据显示，到2035年，我国银发经济市场规模将达到30万亿元，占GDP比重将升到10%左右。银发经济已经逐渐从民生事业升级为一个万亿级的大产业。

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格隆汇2月25日｜一名真主党官员表示，对哈梅内伊的袭击是一条红线。若美国对伊朗实施有限打击，我们不会干预。

Thomas Woldbye says major funding model decisions need to be taken if the airport is to meet government timetable Heathrow has reported falling profits and a squeeze on passenger growth, as its boss said that slow progress on its “underestimated” £33bn third runway scheme should be a national concern. Chief executive Thomas Woldbye said major decisions on its funding model and the legal underpinning for expansion needed to be taken by regulators and government this year if the airport was to meet the timetable set down by chancellor Rachel Reeves, for construction to start by 2029. Continue reading...

TruePixelArt/iStock via Getty Images Investors will be eyeing homebuilders as the mortgage rates came in below 6% this week, according to Mortgage News Daily’s 30-year fixed rate. Below is a list of homebuilders listed according to their SA quant ratings. The list is topped by Green Brick Partners ( GRBK ), with a Quant Rating of 4.08, followed by Champion Homes ( SKY ) at 3.91. These are the only two homebuilders currently carrying a Buy rating from the Quant system. The majority of stocks in the sector hold a Hold rating, with scores ranging from 3.19 for Tri Pointe Homes ( TPH ) down to 2.56 for LGI Homes ( LGIH ). At the bottom of the list sits Cavco Industries ( CVCO ), the only homebuilder with a Sell rating at 2.03. Seeking Alpha’s Quant Rating system grades stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish. Here is the list: Green Brick Partners, Inc. ( GRBK ), Quant Rating: 4.08 Champion Homes, Inc. ( SKY ), Quant Rating: 3.91 Tri Pointe Homes, Inc. ( TPH ), Quant Rating: 3.19 Installed Building Products, Inc. ( IBP ), Quant Rating: 3.08 TopBuild Corp. ( BLD ), Quant Rating: 3.06 Toll Brothers, Inc. ( TOL ), Quant Rating: 2.83 NVR, Inc. ( NVR ), Quant Rating: 2.80 D.R. Horton, Inc. ( DHI ), Quant Rating: 2.79 PulteGroup, Inc. ( PHM ), Quant Rating: 2.78 Beazer Homes USA, Inc. ( BZH ), Quant Rating: 2.78 Legacy Housing Corporation ( LEGH ), Quant Rating: 2.78 Lennar Corporation ( LEN ), Quant Rating: 2.75 Taylor Morrison Home Corporation ( TMHC ), Quant Rating: 2.75 M/I Homes, Inc. ( MHO ), Quant Rating: 2.72 Dream Finders Homes, Inc. ( DFH ), Quant Rating: 2.71 Meritage Homes Corporation ( MTH ), Quant Rating: 2.67 KB Home ( KBH ), Quant Rating: 2.66 Century Communities, Inc. ( CCS ), Quant Rating: 2.66 Smith Douglas Homes Corp...