A nearly blind refugee from Myanmar missing since his release from a Buffalo jail into the custody of US Border Patrol has been found dead on a downtown street, according to city authorities on Wednesday. Police officers in the upstate New York city located the body of Nurul Amin Shah Alam, 56, on Tuesday evening, the Buffalo Police Department said. Shah Alam had been missing since February 19, wh...
A nearly blind refugee from Myanmar missing since his release from a Buffalo jail into the custody of US Border Patrol has been found dead on a downtown street, according to city authorities on Wednesday. Police officers in the upstate New York city located the body of Nurul Amin Shah Alam, 56, on Tuesday evening, the Buffalo Police Department said. Shah Alam had been missing since February 19, when US Border Patrol agents dropped him off at a coffee shop miles from his home following his...
Earnings Call Insights: Agilent Technologies (A) Q1 2026 Management View CEO Padraig McDonnell reported "$1.8 billion in revenue, growing 4.4% on a core basis within our November guidance range." McDonnell explained, "End market conditions were largely consistent with our expectations with top line results affected by the winter storm in the U.S. during the last week of January. The storm drove ro...
Earnings Call Insights: Agilent Technologies (A) Q1 2026 Management View CEO Padraig McDonnell reported "$1.8 billion in revenue, growing 4.4% on a core basis within our November guidance range." McDonnell explained, "End market conditions were largely consistent with our expectations with top line results affected by the winter storm in the U.S. during the last week of January. The storm drove roughly a $10 million revenue impact with the majority recovered at the beginning of February." Operating margins of 24.6% were described as "in line with our expectations, setting a solid jumping off point for the remainder of the fiscal year." McDonnell highlighted three key business initiatives: "our highly differentiated service organization that reinforces our customer intimacy," recent innovations such as the Altura column portfolio and Pro iQ LC/MS, and the Ignite Operating System, which has delivered "clear financial results in its first 12 months, including doubling our pricing realization, generating substantial procurement savings, simplifying our organization structure, and launching our tariff mitigation program." The CEO noted strong momentum in "pharma growth was 7%...double-digit growth in the biotech space," "GLP-1 growth of 50%," and that "CAM was above our expectations with exceptional strength on the material side of the business with growth of more than 20%." CFO Adam Elinoff stated, "Revenue was $1.8 billion. On a core basis, we posted growth of 4.4%, while reported growth was 7%. Currency had a favorable impact of 2.6%, in line with our November guidance." Elinoff added, "Q1 gross margins were 53.7%. On a year-over-year basis, they were down by 100 basis points, primarily due to tariff headwinds. Operating margin was 24.6%, in line with our expectations, and down 50 basis points year-over-year on increased tariff expenses and normalized performance-based pay in the current year." Outlook For FY26, Agilent expects revenue in the range of $7.3 billion to ...
faithiecannoise/iStock via Getty Images YYY Overview The Amplify CEF High Income ETF ( NYSEARCA:YYY ) is an ETF designed to capture high yields offered by closed-end funds (CEFs) in a diversified manner. It aims to provide a lower-risk way of obtaining high-yield returns, achieving the lower-risk aspect by holding a very large number of CEFs in the portfolio (approximately 60). Another way it unde...
faithiecannoise/iStock via Getty Images YYY Overview The Amplify CEF High Income ETF ( NYSEARCA:YYY ) is an ETF designed to capture high yields offered by closed-end funds (CEFs) in a diversified manner. It aims to provide a lower-risk way of obtaining high-yield returns, achieving the lower-risk aspect by holding a very large number of CEFs in the portfolio (approximately 60). Another way it undertakes a conservative risk approach is by taking a 50/50 equities/bonds approach to its sector allocation. Also, unlike other CEFs, YYY does not add leverage to its portfolio at the top level. (Although the underlying funds may use leverage). It uses a quantitative approach to pick which CEFs to include in its portfolio, which is rebalanced twice a year. For the quantitative-minded investor, you might get some excitement reading about the in-depth details of this approach by checking out this link to the ISE High Income Index , which is used. I last covered YYY here back almost a couple of years ago but rated it a sell at the time, as discussed in my article here . Since then, it is important to note that the ISE High Income Index I just mentioned above is a slightly different approach they are using now compared to back then. They now allow for up to 60 CEFs in the portfolio, where it used to target a list of the top 45 CEFs. Nothing to me stands out to indicate clearly why expanding the number of securities to 60 in the portfolio will improve YYY. Whether you are holding 45 or 60 CEF securities, you should be able to produce an adequate level of diversification needed. If you had held YYY since my last article, you would have done fine, with total returns of circa 22% in about 22 months. I thought it might be timely to check back on YYY given the index methodology changes and OK recent performance to see whether I perhaps judged it too harshly last time. YYY Fund Facts The fund has a bit over $700 million in AUMs, and this fact in isolation would not worry me too much in ...
Enerflex press release ( EFXT ): Q4 Non-GAAP EPS of $0.20 beats by $0.24 . Revenue of $627M (+11.8% Y/Y) beats by $38.9M . Adjusted earnings before finance costs, income taxes, depreciation, and amortization (“adjusted EBITDA”) of $123 million compared to $121 million in Q4/24 and $145 million in Q3/25. Return on capital employed (“ROCE”) 1 was 16.9% in Q4/25, an increase compared to 10.3% in Q4/2...
Enerflex press release ( EFXT ): Q4 Non-GAAP EPS of $0.20 beats by $0.24 . Revenue of $627M (+11.8% Y/Y) beats by $38.9M . Adjusted earnings before finance costs, income taxes, depreciation, and amortization (“adjusted EBITDA”) of $123 million compared to $121 million in Q4/24 and $145 million in Q3/25. Return on capital employed (“ROCE”) 1 was 16.9% in Q4/25, an increase compared to 10.3% in Q4/24 and consistent with the record level during Q3/25. Free cash flow increased to a record $141 million in Q4/25 compared to $76 million during Q4/24 and $43 million in Q3/25. Cash provided by operating activities before working capital of $60 million, which included $26 million of expenses related to the redemption of the 2027 senior secured notes, compared to $74 million in Q4/24 and $115 million in Q3/25. More on Enerflex Ltd. Enerflex announces $400 million senior unsecured notes offering Seeking Alpha’s Quant Rating on Enerflex Ltd. Historical earnings data for Enerflex Ltd. Dividend scorecard for Enerflex Ltd. Financial information for Enerflex Ltd.
On February 19, 2026, Broadcom launched BroadPeak™, a 5nm radio digital front-end SoC that integrates DFE and high-speed ADC/DAC on a single chip, targeting massive MIMO and remote radio head equipment across 400 MHz to 8.5 GHz for 5G Advanced and future 6G networks. By cutting radio-unit power consumption by over 40% versus prior solutions and supporting new upper mid-band spectrum, BroadPeak pos...
On February 19, 2026, Broadcom launched BroadPeak™, a 5nm radio digital front-end SoC that integrates DFE and high-speed ADC/DAC on a single chip, targeting massive MIMO and remote radio head equipment across 400 MHz to 8.5 GHz for 5G Advanced and future 6G networks. By cutting radio-unit power consumption by over 40% versus prior solutions and supporting new upper mid-band spectrum, BroadPeak positions Broadcom at the heart of how operators upgrade capacity-hungry mobile networks for...
Justin Sullivan/Getty Images News Nvidia ( NVDA ) on Wednesday said that although the U.S. government has approved limited shipments of its H200 chips to China-based customers, the company has not yet generated any related revenue. The leading maker of artificial intelligence accelerators said that the U.S. government granted it a license for H200 shipments, subject to inspection in the US and a 2...
Justin Sullivan/Getty Images News Nvidia ( NVDA ) on Wednesday said that although the U.S. government has approved limited shipments of its H200 chips to China-based customers, the company has not yet generated any related revenue. The leading maker of artificial intelligence accelerators said that the U.S. government granted it a license for H200 shipments, subject to inspection in the US and a 25% duty, Bloomberg News reported. But it’s still unclear whether Beijing will allow even that limited return, and Nvidia said Wednesday that it wasn’t including any China data center revenue in its first-quarter sales outlook. "We do not know whether any imports will be allowed into China. Our competitors in China, bolstered by recent IPOs, are making progress and have the potential to disrupt the structure of the global AI industry over the long term. To sustain its leadership position in AI compute, America must engage every developer and be the platform for choice for every commercial business, including those in China," CFO Colette Kress said on the earnings call . More on Nvidia NVIDIA Corporation (NVDA) Q4 2026 Earnings Call Transcript Nvidia: What The Market Still Doesn't Understand Nvidia: Basking In The Glory Of AI CAPEX Windfall Nvidia pops Q4 results, guidance blow past Wall Street's forecast Nvidia Non-GAAP EPS of $1.62 beats by $0.08, revenue of $68.13B beats by $1.9B
Justin Sullivan/Getty Images News Nvidia ( NVDA ) on Wednesday said that although the U.S. government has approved limited shipments of its H200 chips to China-based customers, the company has not yet generated any related revenue. The leading maker of artificial intelligence accelerators said that the U.S. government granted it a license for H200 shipments, subject to inspection in the US and a 2...
Justin Sullivan/Getty Images News Nvidia ( NVDA ) on Wednesday said that although the U.S. government has approved limited shipments of its H200 chips to China-based customers, the company has not yet generated any related revenue. The leading maker of artificial intelligence accelerators said that the U.S. government granted it a license for H200 shipments, subject to inspection in the US and a 25% duty, Bloomberg News reported. But it’s still unclear whether Beijing will allow even that limited return, and Nvidia said Wednesday that it wasn’t including any China data center revenue in its first-quarter sales outlook. "We do not know whether any imports will be allowed into China. Our competitors in China, bolstered by recent IPOs, are making progress and have the potential to disrupt the structure of the global AI industry over the long term. To sustain its leadership position in AI compute, America must engage every developer and be the platform for choice for every commercial business, including those in China," CFO Colette Kress said on the earnings call . More on Nvidia NVIDIA Corporation (NVDA) Q4 2026 Earnings Call Transcript Nvidia: What The Market Still Doesn't Understand Nvidia: Basking In The Glory Of AI CAPEX Windfall Nvidia pops Q4 results, guidance blow past Wall Street's forecast Nvidia Non-GAAP EPS of $1.62 beats by $0.08, revenue of $68.13B beats by $1.9B
Scott Barbour/Getty Images News Shell ( SHEL ) is in early-stage talks with companies including Abu Dhabi National Oil Company and Midocean Energy LLC to sell a minority stake in the A$34B (US$24B) North West Shelf gas export plant in Western Australia, Bloomberg reported late Wednesday. Shell ( SHEL ) has been active in liquefied natural gas projects, but Bloomberg reported in September that the ...
Scott Barbour/Getty Images News Shell ( SHEL ) is in early-stage talks with companies including Abu Dhabi National Oil Company and Midocean Energy LLC to sell a minority stake in the A$34B (US$24B) North West Shelf gas export plant in Western Australia, Bloomberg reported late Wednesday. Shell ( SHEL ) has been active in liquefied natural gas projects, but Bloomberg reported in September that the company would explore a sale of its 16.67% stake in North West Shelf due to a planned transition into a third-party tolling facility, where buyers pay a fee to liquefy the gas. In 2023, the company sold its share in the Browse LNG development, which would feed gas into North West Shelf. Woodside Energy ( WDS ) operates North West Shelf, Australia's oldest and largest liquefaction plant; other partners include BP ( BP ) , CNOOC ( CEOHF ), and a venture between Mitsui ( MITSY ) ( MITSF ) and Mitsubishi ( MSBHF ). More on Shell Shell: Integrated Gas Is In Demand Shell: Positioned To Benefit From A Potential Capital Rotation Into European Energy Shell's Latest Results Disappoint, But External Factors Merit A Rating Upgrade
adamkaz/iStock via Getty Images Farmers & Merchants Bancorp ( FMCB ) is the holding company for Farmers & Merchants Bank of Central California. The company serves a relatively small geographic area in the Golden State, but what it lacks in size, it makes up in quality. Earlier this month, FMCB reported its Q4 2025 financial results that included record net income for both the quarter and the full ...
adamkaz/iStock via Getty Images Farmers & Merchants Bancorp ( FMCB ) is the holding company for Farmers & Merchants Bank of Central California. The company serves a relatively small geographic area in the Golden State, but what it lacks in size, it makes up in quality. Earlier this month, FMCB reported its Q4 2025 financial results that included record net income for both the quarter and the full year. In spite of its strong recent performance, Farmers & Merchants is a small-cap regional bank that is easy to overlook. Its stock trades on the OTCQX marketplace. Its current price of $1200 per share seems out of place with most other companies that split their shares at much lower levels. FMCB has no Wall Street coverage and no quant rating from Seeking Alpha. After looking through the most recent financial data available and considering the risks involved in investing in a company like Farmers & Merchants, I think its stock is worth more attention than it receives. In a world where bank mergers are more and more common, FMCB is still trading at a price-to-book valuation that is lower than the industry median . When balancing out the risks and potential rewards, I consider Farmers & Merchants Bancorp to be a Buy. Company Overview Farmers & Merchants Bank of Central California is headquartered in Lodi, California, and operates a total of 33 branch locations. Founded in 1916, the bank is the 15 th largest agriculture lender in the US. (There is another bank called Farmers & Merchants with 26 branch locations that has a base in Long Beach, CA, but it has no relation to the one analyzed here.) FMCB was named by the OTCQX as one of its “Best 50 OTCQX 2026” companies in January of this year , earning a rank of 38 th . The results are based on total return as well as daily dollar volume growth. As of December 31, 2025 , FMCB controlled $5.7 billion in assets, a 6.0% increase from the end of 2024. Almost all of the asset growth came from its investment securities portfolio whi...
CrowdStrike (NasdaqGS:CRWD), VAST Data, and NVIDIA announced a three-way partnership to secure AI infrastructure and data pipelines end to end. The collaboration combines CrowdStrike's threat detection, VAST Data's data governance, and NVIDIA's AI infrastructure across model training and inference. The agreement focuses on protecting enterprise AI workloads as organizations scale AI deployment and...
CrowdStrike (NasdaqGS:CRWD), VAST Data, and NVIDIA announced a three-way partnership to secure AI infrastructure and data pipelines end to end. The collaboration combines CrowdStrike's threat detection, VAST Data's data governance, and NVIDIA's AI infrastructure across model training and inference. The agreement focuses on protecting enterprise AI workloads as organizations scale AI deployment and face evolving security risks. For you as an investor, this move places CrowdStrike at the...
Oklo (NYSE:OKLO) has secured several binding contracts for advanced nuclear power, including a clean energy supply agreement with Meta that features a prepayment component. The company is advancing its next generation reactor technologies alongside ongoing regulatory progress. Oklo acquired Atomic Alchemy, adding radioisotope production as a new business line alongside its reactor projects. These ...
Oklo (NYSE:OKLO) has secured several binding contracts for advanced nuclear power, including a clean energy supply agreement with Meta that features a prepayment component. The company is advancing its next generation reactor technologies alongside ongoing regulatory progress. Oklo acquired Atomic Alchemy, adding radioisotope production as a new business line alongside its reactor projects. These developments expand Oklo's potential revenue sources and customer base across sectors with...
Torsten Asmus/iStock via Getty Images Investment Thesis With a strong Q4 report just released, I think Diamondback Energy ( FANG ) will be flying very high this year. EPS is overshadowed by an impairment charge that was purely tied to lower commodity prices. It’s true that we are in a down market right now for upstream companies, but FANG is proving it can tackle this by aggressively expanding its...
Torsten Asmus/iStock via Getty Images Investment Thesis With a strong Q4 report just released, I think Diamondback Energy ( FANG ) will be flying very high this year. EPS is overshadowed by an impairment charge that was purely tied to lower commodity prices. It’s true that we are in a down market right now for upstream companies, but FANG is proving it can tackle this by aggressively expanding its production and footprint in the Midland Basin. Operating cash flow grew an impressive 36.5% YoY, and shareholder returns are on the rise again with about 4% of shares bought back and a 5% raise for the dividend. To me it's a high-quality business trading at a decent valuation. It’s a Buy and might turn into a Strong Buy if we see a correction in the near term. The Business Model - A Low Cost Permian Giant FANG is a pure play on Permian oil and gas production. All assets are located here, and FANG has been very active in terms of expanding its footprint here over the past few years as well. It’s been a very successful investment over the past 5 years, with shares up over 150% along with a compelling dividend yield hovering in the 2 - 6% range, right now being in the lower range of this after a moderate price increase the past few weeks leading up to the most recent report that came out today. Upcoming Report (Seeking Alpha) Expectations were high with revenues at $3.25 billion and EPS GAAP at $2.16. Because of how low the price of both oil and gas fell in the fourth quarter, expectations were for a steep QoQ fall. Revenues fell $670 million, and EPS was down $1.35. But I think the numbers don’t tell the whole story here. FANG is a pure Permian play, as mentioned, but it's also purely on upstream operations. This by nature brings a lot of volatility since revenues and, in turn, net income are heavily tied to volumes but, importantly, commodity prices as well. FANG Footprint (FANG Investor Presentation) But FANG excels when it comes to being a low-cost operator in the basin. ...