Source: Bloomberg, 4:11

Key PointsTSMC remains the linchpin of the AI and chipmaking markets.

ASphotowed/iStock Editorial via Getty Images JAKKS Pacific ( JAKK ) is partnering with the world’s largest streaming service for Japanese anime to manufacture and merchandise collectible figures, plushies, tech accessories, and cosplay from some of the most popular anime properties. JAKKS will serve as a toy partner for Crunchyroll’s upcoming Sekiro: No Defeat and other major properties, including the 2025 “Anime of the Year” winner. “With its industry-leading platform and content, Crunchyroll sets the standard for anime, and this partnership allows us to dive headfirst into a fast-growing category and connect with even more fans worldwide,” said JAKKS Pacific’s senior director of anime, Ariana Berman. Source More on JAKKS Pacific JAKKS Pacific, Inc. (JAKK) Q4 2025 Earnings Call Transcript JAKKS Pacific, Inc. 2025 Q4 - Results - Earnings Call Presentation JAKKS Pacific: I'm Not Scared By Shocking Performance JAKKS Pacific Non-GAAP EPS of $0.18, revenue of $127.1M JAKKS Pacific Q4 2025 Earnings Preview

格隆汇2月26日｜一名美国官员及另外两名消息人士称，美国特使威特科夫周二在一场私人聚会上表示，特朗普政府要求伊朗同意，任何未来的核协议都将无限期生效。根据2015年达成、后被特朗普废除的协议，对伊朗核项目的大部分限制将在签署后8年至25年间逐步到期。排除此类“日落条款”将加强该协议，并使特朗普更容易在国内将其推销为对奥巴马政策的升级加以推销。威特科夫表示：“我们与伊朗人谈判的前提是不存在日落条款。无论是否达成协议，我们的前提是：你们必须在余生中都遵守规矩。”威特科夫还表示，目前美伊谈判聚焦于核问题，但如果达成协议，特朗普政府希望就伊朗的导弹计划及其对代理武装组织的支持展开后续谈判。届时美国希望该地区其他国家也参与谈判。威特科夫称，在当前核谈判中，两个关键问题是伊朗铀浓缩能力以及其现有浓缩铀库存的处理。

Allianz launches share buyback of around $3 billion Reuters

(RTTNews) - The Treasury Department announced the results of this month's auction of $70 billion worth of five-year notes on Wednesday, revealing the sale attracted modestly below average demand.

Portugal's EDP 2025 profit rises 44% on renewables Reuters

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

claudio.arnese/iStock via Getty Images Leonardo ( FINMF ) ( FINMY ) said it is close to finalizing a joint venture for its underperforming aerostructures unit, with a deal expected by June. Chief Executive Roberto Cingolani said the Italian aerospace and defense group will initially retain a 50% stake in the new international venture, though that share could shift over time. He declined to name the partner, citing confidentiality, but said talks are at an advanced stage and that some production would take place in the partner’s country, which may offer incentives. Cingolani said the venture would target a market up to three times larger than the division’s current scope. The aerostructures unit narrowed its losses in 2025. Leonardo is also reviewing options for its 22.8% stake in German defense electronics company Hensoldt. One possibility under discussion is reducing its holding to allow the German government to expand its position. A decision is expected before summer. The company signaled plans to increase dividends in line with profit growth. It paid out 300 million euros in 2025 and Cingolani said the distribution could rise by about 20% if earnings continue to improve. Earlier, Leonardo reported stronger than expected 2025 results. Revenue rose nearly 10% to 19.5 billion euros, while adjusted earnings before interest and taxes reached 1.75 billion euros, ahead of consensus. Orders climbed 13.5% to 23.78 billion euros, and net debt fell 44% to 1 billion euros. European defense companies have benefited from rising military spending across the region. Leonardo will update its industrial plan and provide 2026 guidance on March 12. More on Leonardo S.p.a. Leonardo: I Believe The 'Peak' Is Here In 2026E Leonardo tops 2025 targets as orders jump, net debt drops Leonardo S.p.a. reports FY results Seeking Alpha’s Quant Rating on Leonardo S.p.a. Historical earnings data for Leonardo S.p.a.

Earnings Call Insights: Talos Energy Inc. (TALO) Q4 2025 Management View CEO Paul Goodfellow stated that 2025 marked "the start of a transformation journey for Talos," highlighting the company's revamped strategy, operational excellence, and strong financial delivery under a new leadership team. He pointed to higher production, greater capital efficiency, and lower operating costs resulting in significant free cash flow and share repurchases, despite a weakening commodity price environment. Goodfellow reported, "we realized approximately $72 million in free cash flow improvements in 2025, far exceeding our initial target of $25 million." He said about half of these savings are structural and recurring, giving solid momentum for 2026. The company achieved "operating costs on average 30% lower than the offshore peer group average" for 2025, supporting "top decile EBITDA margins in the E&P sector." Goodfellow highlighted operational accomplishments at the Katmai field, including throughput expansion at the Tarantula facility to about 38,000 barrels of oil equivalent per day via debottlenecking, and new production from Sunspear and Katmai West #2. He expects Katmai production to "remain essentially flat throughout 2027." Talos expanded its resource potential, adding "more than 300 million barrels of gross unrisked resource potential across amplitude-supported Miocene and Wilcox opportunities," which is "approximately 2x our current proved reserve base." Appraisal activity at the Daenerys prospect is set to begin in Q2 2026, with results expected in the second half of the year. Goodfellow also noted, "We increased our working interest in the Beacon-operated Monument project from 21% to roughly 30%. Monument is a large Wilcox discovery expected to come online at the end of this year and is expected to provide a durable production profile in 2027 and beyond." CFO Zachary Dailey stated, "We invested about $500 million of exploration and development capital and produced an a...

Allianz SE , the German insurer which owns bond investor Pacific Investment Management Co. , announced more share repurchases as Chief Executive Officer Oliver Baete returns excess cash to investors. Allianz will buy back as much as €2.5 billion ($3 billion) in additional shares, it said in a statement on Wednesday. That adds to about €16 billion in buybacks the company has conducted since early 2017. Baete, who took the helm at Allianz about a decade ago, has made returning money to investors a priority. An attempt to buy a majority stake in Singapore’s Income Insurance Ltd. failed about a year ago, after the local government had voiced opposition to the deal. Allianz in November raised its outlook for full-year profit after third-quarter earnings rose, saying group operating profit will “most likely” come in between €17 billion and €17.5 billion for all of 2025. It is scheduled to report third-quarter earnings on Thursday. The additional share repurchases will start in March and run through December at the latest, Allianz said.

Earnings Call Insights: Range Resources Corporation (RRC) Q4 2025 Management View CEO Dennis Degner stated that "Range continued its steady progress on key themes...delivering consistent well results, free cash flow, returns to shareholders and steady activity levels that support Range's multiyear development plans." All-in capital for the quarter was $183 million with production reaching 2.3 Bcf equivalent per day. For the full year 2025, capital investment totaled $674 million with annual production at approximately 2.24 Bcf equivalent per day, aligning with prior guidance. Degner highlighted operational achievements including drilling 69 laterals with an average horizontal length of 14,800 feet and completing nearly 3,800 total frac stages for the year, setting a new efficiency benchmark of 9.7 stages per day. He noted, "Our large contiguous acreage position affords us the ability to drill these type of long laterals, increasing efficiencies and allowing us to access more reserves from a single location." The company completed its annual RFP for services, resulting in pricing for 2026 drilling and completions materials and services "flat to slightly lower than 2025 levels." Several long-term agreements, including a new two-year term for an electric hydraulic fracturing fleet, provide pricing stability. Degner announced a long-term sales agreement to supply gas from planned processing expansion to a new Midwest power plant beginning late 2027, at a premium to Midwest Index. He emphasized ongoing support for power generation and data center projects both regionally and in other markets. Degner stated, "Range's strategic multiyear operational plan has built up more than 500,000 lateral feet of growth-focused inventory to support future development," 100,000 feet more than previously discussed. CFO Mark Scucchi stated, "Range accomplished just that generating cash flow from operations before working capital of $1.3 billion, and over $650 million in free cash flow, wh...

Earnings Call Insights: Everus Construction Group, Inc. (ECG) Q4 2025 Management View Jeff Thiede, President, CEO & Director, opened by stating, "We delivered fourth quarter revenues in excess of $1 billion for the first time in our history, up 33% from the prior year period, driven by growth across both our E&M and T&D segments." He emphasized that 2025 was a transformational year, with record financial results and robust opportunities across end markets, including data center, hospitality, semiconductor, transmission, and undergrounding. Thiede highlighted the 4EVER strategy, which focuses on employee development, customer value, execution quality, and relationship growth as the foundation of Everus' operational framework. He noted, "We ended 2025 with approximately 9,400 employees, up from 8,700 at the end of 2024," and described ongoing geographic expansion, particularly a new market entry supporting a large semiconductor company. Thiede stated, "An important part of our growth playbook going forward will be strategic acquisitions. We have strengthened our corporate development team and have a broad and deep pipeline of potential deals we are evaluating." Maximillian Marcy, VP, CFO & Treasurer, reported, "Revenues for the fourth quarter were $1.01 billion, an increase of 33% compared to the same period last year." Marcy added, "Total EBITDA was $84.8 million during the fourth quarter, an increase of 45% from the same period in 2024, driven by solid revenue growth and continued strong project execution." Outlook Marcy provided 2026 guidance, stating, "We are forecasting revenues in the range of $4.1 billion to $4.2 billion and EBITDA in the range of $320 million to $335 million. At the midpoint of our range, our revenue and EBITDA forecasts represent growth of 11% and 2%, respectively." He explained, "Our revenue guidance range is above our long-term target of 5% to 7%, reflecting our strong backlog position and the favorable outlook in several of our key markets...

Earnings Call Insights: XPEL, Inc. (XPEL) Q4 2025 Management View Ryan Pape, Chairman, President & CEO, highlighted that 2025 was a significant year due to the China distribution acquisition and near-completion of direct positions in the world’s largest car markets. He stated, “We closed out the year with good momentum Q4 revenue growing 13.7% and Q4 EBITDA growing 37.6%.” Pape noted strong U.S. revenue growth of 11% in Q4, but also acknowledged that the expiration of EV credits led to a greater-than-expected negative impact, costing $1 million to $2 million in end product demand from the referral program. He added optimism for a recovery in U.S. referral program demand and reported that China revenue for the first full post-acquisition quarter was $14 million, “probably a little bit higher than we expected.” Pape further explained that Europe was a bright spot with 26.8% revenue growth, while Canada continued to experience headwinds, and Latin America remained flat as Brazil transitions into a direct market. He stated, “Our expectation for Q1 revenue is in the $112 million to $114 million range.” Gross margin finished at 41.9%, with expectations for improvement as the year progresses. The company sharpened its product strategy to focus on core products, pulling back from incremental adds that did not add value. Barry Wood, Senior VP, CFO & Secretary, stated, “Our total window film product line grew 10%, which is a good result given the seasonality of the product. And for the year, total window film grew 21.7%, which was primarily driven by market share gains in auto, along with a nice lift from windshield protection film, our new product.” Wood reported that “EBITDA grew 37.6% versus prior quarter to $19.6 million, which was essentially flat versus Q3 despite lower Q4 sequential revenue,” and that net income attributable to stockholders increased 50.7% to $13.4 million in the quarter, with an EPS of $0.48 per share. Outlook Management expects Q1 2026 revenue in the...

Oakozhan United Therapeutics’ ( UTHR ) newly announced plans to launch a new drug device formulation of its best-selling lung therapy, treprostinil, pressured the shares of its partner MannKind ( MNKD ) and its rival Liquidia ( LQDA ) on Wednesday. MannKind ( MNKD ) and Liquidia ( LQDA ) plummeted ~38% and ~10%, respectively, while Insmed ( INSM ), the developer of treprostinil palmitil inhalation powder (TPIP), fell ~4% Under a 2018 agreement, MannKind ( MNKD ) and United ( UTHR ) currently market a dry powder formulation of treprostinil called Tyvaso DPI for lung disorders, pulmonary arterial hypertension (PAH), and pulmonary hypertension associated with interstitial lung disease ((PH-ILD). Despite an ongoing patent litigation with United ( UTHR ), Liquidia ( LQDA ) launched a dry powder formulation of treprostinil as Yutrepia for PAH and PH-ILD in 2025. Following the company’s Q4 2025 results on Wednesday, United ( UTHR ) CEO Martine Rothblatt announced that the new product, Tresmi, designed as a soft mist inhaler of treprostinil, will be launched next year. “It will reduce the #1 side effect of dry powder inhalers, which is coughing, by up to 90% based on the human studies we've done so far,” Rothblatt added. United ( UTHR ) expects to file for its FDA approval for PAH and PH-ILD this year. “The days of people discontinuing their PAH or ILD therapy due to cough will be over. Anyone would rather have soft mist than dry powder,” Rothblatt noted. More on MannKind, United Therapeutics, etc. United Therapeutics Corporation (UTHR) Q4 2025 Earnings Call Transcript United Therapeutics Corporation 2025 Q4 - Results - Earnings Call Presentation 2026 Outlook: Afrezza, Furoscix, And MannKind's Path To Revenue Expansion United Therapeutics targets $4B revenue run rate by 2027 as new product launches approach United Therapeutics Q4 2025 Earnings Preview

格隆汇2月26日｜当地时间2月25日，根据西班牙警方消息，涉嫌谋杀乌克兰前总统亚努科维奇的前顾问安德烈·波特诺夫的嫌疑人在德国海因斯贝格被捕。安德烈·波特诺夫于2025年5月在西班牙马德里波苏埃洛德阿拉尔孔一所学校外遭枪击身亡。安德烈·波特诺夫是乌克兰前总统维克托·亚努科维奇的前顾问，事发时正处于因腐败问题接受调查期间。

Amazon’s AWS expansion could drive potential revenue upside, analysts say Proactive financial news

Amazon.com Inc (NASDAQ:AMZN)’s cloud unit, AWS, could see revenue growth above Street expectations thanks to significant capacity expansion, according to Bank of America analysts. “Based on capex disclosures and AWS commentary, we estimate AWS will add approximately 15 gigawatts of capacity...

Amazon’s AWS expansion could drive potential revenue upside, analysts say Proactive Investors

格隆汇2月26日｜船舶追踪数据显示，载有燃料的油轮“海马”号（Sea Horse）目前在大西洋海域停航，该船可能正驶往古巴。

The coast isn't exactly clear for retail stock shopping, but things are at least a little less blurry. President Trump responded quickly after the U.S. Supreme Court shot down his previous tariffs late last week. He is going to temporarily push through 15% global tariffs, taking a different legal approach. With rudimentary guardrails in place, this could be a good time to buy some of the retailers that stand to benefit from the revenue-revised landscape. I think Costco Wholesale (NASDAQ: COST) , Five Below (NASDAQ: FIVE) , and Wayfair (NYSE: W) are three chains that bear watching. Image source: Getty Images. Continue reading

According to a Securities and Exchange Commission (SEC) filing dated February 09, 2026, Penn Capital Management Company, LLC established a new position in ACM Research, Inc. (NASDAQ:ACMR) during the fourth quarter of 2025, acquiring 435,843 shares. The position’s quarter-end value increased by $17.21 million, reflecting both the purchase and price changes. This new position accounts for 1.37% of Penn Capital’s 13F reportable assets under management as of December 31, 2025. Top five holdings after the filing: Continue reading

Wall Street Is Divided on This AI Stock. Here's Why I'm Bullish. AOL.com

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

The Pentagon plans to spend an additional US$12.6 billion to improve surveillance of China’s military manoeuvres, submarines and satellites as the US tries to counter the “unprecedented Chinese military build-up” in Asia, according to a budget document sent to Congress. The funds, approved by Congress outside the normal budget process, are designed to improve US military readiness, offensive cyber capabilities and surveillance efforts across the Indo-Pacific. It will also help expand operations...

Image source: The Motley Fool. Feb. 25, 2026 at 12 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading