NextEra Energy Inc. plans to build up to 10 gigawatts of natural gas-fired generation in Texas and Pennsylvania to meet soaring demand driven in part by the data center boom. The company said in a statement Friday that President Donald Trump approved the initiative, which is potentially equivalent to the output of 10 nuclear reactors. The announcement comes as Republicans seek to address rising power costs ahead of the fall midterm elections. Support from the Trump administration was tied to a sweeping trade deal with Japan, the company said. The projects would be jointly owned by the US and Japan, with NextEra seeking to build and operate them. The company — a major builder of US solar and wind farms — has ambitions to develop 15 gigawatts of data center capacity by 2035. NextEra said the projects will be based at hub facilities “designed to scale quickly” to meet rising demand and bolster US energy security without increasing household electricity costs, said Chief Executive Officer John Ketchum . The investment remains subject to negotiations and final agreements, the company said.

And that shift is starting to redraw the AI stack. At the center of it is Nvidia. But just as important may be what sits atop it. Nvidia Builds The Brain Nvidia's role in AI is already well understood—but in physical AI, it expands. The company isn't just selling GPUs. It's building the infrastructure that allows machines to perceive, simulate, and act in the real world. Its platforms—spanning compute, simulation, and robotics frameworks—are effectively becoming the foundation layer for training and deploying physical systems. That matters because physical AI isn't just about intelligence. It's about interaction with reality—which requires massive compute, real-time processing, and simulation at scale. If that ecosystem scales, Nvidia isn't just participating in the market. It's enabling it. Palantir Wants To Turn Intelligence Into Action That's where Palantir Technologies Inc. (NASDAQ:PLTR) comes in. If Nvidia powers the intelligence, Palantir is positioning around what happens next—decision-making in the real world. Its platforms are designed to integrate AI outputs with operational systems: supply chains, defense environments, and manufacturing lines. Not just generating insights, but turning them into actions—automated or assisted. That layer becomes increasingly important as AI moves beyond screens. Robots don't just need models. They need context, coordination, and rules around what to do next. Palantir's bet is that this "control layer" becomes essential. A Stack, Not A Winner-Takes-All Market What's emerging isn't a single winner—but a stack. Nvidia at the bottom, providing compute and simulation. Then the robotics and vehicle companies building the machines. And then, software layers like Palantir are attempting to orchestrate how those systems operate in the real world. That also means no single company owns physical AI—at least not yet. But the positioning is becoming clearer. Nvidia is building the brain. Palantir aims to help determine what that brain d...

tadamichi Six Flags' ( FUN ) Qiddiya City theme park in Saudi Arabia has not been directly damaged by the Iran conflict, but the broad threat to the Middle East threatens to dampen the property's performance by disrupting regional air travel, depressing inbound tourism, and raising perceived risk for foreign visitors. Six Flags Qiddiya City opened at the end of 2025 as part of the Qiddiya giga‑project near Riyadh and is being operated under a management and licensing agreement by Six Flags ( FUN ), while ownership and capital risk sit with Qiddiya Investment Company, backed by the Public Investment Fund. While the impact on Six Flags ( FUN ) earnings will be minimal due to the asset-light model, analysts think extended Middle East tourism concerns could limit further expansion in the region. The current U.S.–Israel conflict with Iran has triggered airspace closures and flight disruptions across parts of the Gulf, with episodes of airspace shutdowns and even temporary embassy closures or damage complicating departures for tourists transiting regional hubs. Analysts now expect a meaningful drop in inbound arrivals to the wider Middle East, with one tourism estimate suggesting a decline of more than 20% in visitor numbers this year to the region, depending on the duration of the war, which directly threatens the growth assumptions behind Saudi Arabia’s leisure mega‑projects, including Qiddiya. More on Six Flags Six Flags: Activists Don't Want To Wait Six Flags: Starting Its Cedar-Fication, But Debt Knocks The Door Six Flags Entertainment Corporation (FUN) Q4 2025 Earnings Call Transcript Jana Partners urges Six Flags Entertainment to sell -- report EPR Properties to acquire portfolio of seven regional parks

asbe U.S. banking regulators ' new proposals for banks' capital requirements will lower the common equity tier 1 requirements for most banks, which could free them up to lend more or to increase capital returns to shareholders through dividends and buybacks. J.P. Morgan analyst Vivek Juneja calls the new proposals "a more holistic view of capital requirements" as they factor in stress test changes. They also reduce double counting in some areas, such as operational risk and market risk, he added. "Regulators hope this would shift some lending activity that had moved to non-banks over the past 10 years back to banks, with one asking what more could or should be done to provide relief to banks so that it could benefit economic activity," Juneja wrote in a note to clients. Bank equity analysts estimate that, if finalized, the new rules would lower CET1 by ~4.8% at the biggest banks, by ~5.2% for large regional banks, and by 7.8% for smaller banks. Goldman Sachs, including additional costs resulting from the rules, estimates ~3.8% reduction for category 1 and 2 banks. Most of the reduction for the biggest U.S. banks, classified as category 1 and 2, will come from a recalibration of the Global Systemically Important Bank (G-SIB) surcharge. The improvement for category 3 and 4 banks will be largely from revised risk weighting, Citi analyst Benjamin Gerlinger said. Note that category 1 banks are G-SIBs, category 2 banks have consolidated assets of $700B or more, category 3 banks have total consolidated assets of between $250B and $700B, and category 4 banks have at least $100B of consolidated assets but less than $250B. Positives for banks include lower risk weights for residential mortgages and elimination of the deduction for mortgage servicing rights, Gerlinger added. Risk-weightings of 90% on retail loans under the Standardized Approach was a surprise to the downside, he said. A key nuance, though, is retail loans qualify for a 75% risk weight under the ERBA (Expanded ...

Higher oil prices resulting from the U.S.-Israeli war in Iran are dashing hopes for any interest-rate cut by the Federal Reserve this year and even leading to growing chances of a rate hike.

Information Services Corporation press release ( ISC:CA ): Q4 Non-GAAP EPS of C$0.76. Revenue of C$65.5M (+5.3% Y/Y). Adjusted EBITDA for the quarter ended December 31, 2025, was C$27.1 million, an increase compared to C$21.0 million in the fourth quarter of 2024. Adjusted free cash flow for the quarter ended December 31, 2025, was C$19.2 million, compared to C$13.2 million in the fourth quarter of 2024. Outlook In 2026, ISC expects revenue to be within a range of C$273.0 million to C$283.0 million and adjusted EBITDA to be in a range of C$100.0 million to C$107.0 million. In line with our historical performance. The Company also expects robust free cash flow in 2026, which will help to maintain our long-term net leverage target of 2.0x–2.5x. More on Information Services Corporation Historical earnings data for Information Services Corporation Dividend scorecard for Information Services Corporation Financial information for Information Services Corporation

Iran War Threatens AI Semiconductor Chip Supply Chain Morningstar Canada

Unusual Machines (UMAC 15.32%) stock tumbled 15.6% through 11:55 a.m. ET Friday after announcing (last night) that it planned to issue and sell new shares to raise cash to "expand its U.S. drone parts inventory and for working capital and general corporate purposes." (Translation: Unusual Machines isn't making enough money selling drones and drone components, so it must sell shares instead.) This morning, the other shoe dropped. Unusual Machines, which has a market capitalization of only $723 million, will sell $150 million worth of new shares. It will also be selling them for $17 each, versus the company's closing share price last night of $18.60. Unusual Machines' unusual decision Investors didn't like that news at all. To raise $150 million at $17 a share, Unusual Machines must sell 8.8 million new shares. With 38.9 million shares outstanding today, Unusual Machines will dilute shareholders' ownership stake by 22.6%. What's strange about this is that Unusual Machines doesn't seem to actually need $150 million yet. According to data from S&P Global Market Intelligence, Unusual Machines currently has about $140 million in the bank and is only burning cash at about $23 million a year. This seems to imply Unusual Machines has more than six years' worth of cash in the bank before it needs to raise more. Expand NYSEMKT : UMAC Unusual Machines Today's Change ( -15.32 %) $ -2.85 Current Price $ 15.75 Key Data Points Market Cap $723M Day's Range $ 15.65 - $ 17.04 52wk Range $ 4.45 - $ 23.38 Volume 247K Avg Vol 4M Gross Margin 33.62 % Why sell now, Unusual Machines? And yet it is raising more cash. Why? The obvious answer is: Because it can. Before making today's announcement, Unusual Machines stock had nearly tripled in price over the past year. With its shares so richly valued, now may look like a great time to grab all the cash it can, so it never runs out. Looked at that way, Unusual Machines seems to be making the right choice.

Key Points Drones parts maker Unusual Machines will sell 8.8 million new shares to raise $150 million in new cash. The move will dilute shareholders -- and leave Unusual Machines unusually flush with cash. 10 stocks we like better than Unusual Machines › Unusual Machines (NYSEMKT: UMAC) stock tumbled 15.6% through 11:55 a.m. ET Friday after announcing (last night) that it planned to issue and sell new shares to raise cash to "expand its U.S. drone parts inventory and for working capital and general corporate purposes." (Translation: Unusual Machines isn't making enough money selling drones and drone components, so it must sell shares instead.) Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » This morning, the other shoe dropped. Unusual Machines, which has a market capitalization of only $723 million, will sell $150 million worth of new shares. It will also be selling them for $17 each, versus the company's closing share price last night of $18.60. Unusual Machines' unusual decision Investors didn't like that news at all. To raise $150 million at $17 a share, Unusual Machines must sell 8.8 million new shares. With 38.9 million shares outstanding today, Unusual Machines will dilute shareholders' ownership stake by 22.6%. What's strange about this is that Unusual Machines doesn't seem to actually need $150 million yet. According to data from S&P Global Market Intelligence, Unusual Machines currently has about $140 million in the bank and is only burning cash at about $23 million a year. This seems to imply Unusual Machines has more than six years' worth of cash in the bank before it needs to raise more. Why sell now, Unusual Machines? And yet it is raising more cash. Why? The obvious answer is: Because it can. Before making today's announcement, Unusual Machines stock had nearly tripled in price over...

ASML Holding (ASML 3.94%) stock, the Dutch manufacturer of machines that manufacture semiconductors, slipped 3.3% through 12:15 p.m. ET Friday, on no apparent bad news -- actually, the contrary. It's only been a couple of days now, after all, since investment bank Goldman Sachs urged investors to buy ASML. And it's only been one day since investors got a chance to react to spectacular earnings news from ASML customer Micron (MU 3.62%). (But then again, investors sold off Micron, too.) Good news for ASML In Wednesday's note, Goldman Sachs cited signs of accelerating demand for semiconductors of all stripes, based on revelations at Nvidia's (NVDA 1.63%) recent GTC 2026 conference, as its main reason to buy ASML stock. The analyst called ASML's machines strategically important to growth in the semiconductor sector. What's more, one of the reasons analysts cited for Micron stock getting cheaper yesterday was all the capital spending it plans to do! Expand NASDAQ : ASML ASML Today's Change ( -3.94 %) $ -53.87 Current Price $ 1312.52 Key Data Points Market Cap $527B Day's Range $ 1303.00 - $ 1370.00 52wk Range $ 578.51 - $ 1547.22 Volume 53K Avg Vol 1.7M Gross Margin 52.80 % Dividend Yield 0.56 % What this means for ASML stock When Micron spends money on capex, by the way, that's money that will be flowing to ASML. And the same should be true for Nvidia, increasing its AI semiconductor sales. Granted, this still leaves the valuation question to address. At 47 times trailing earnings, and only a little less than that when valued on price-to-free cash flow ratio, ASML is not a cheap stock. Then again, with analysts forecasting a long-term earnings growth rate near 19%, and good news from Nvidia and Micron lending credence to these forecasts... maybe ASML shouldn't be a cheap stock. It should be an expensive stock, priced like a growth stock, instead.

Adobe Inc shares are dipping Wednesday after Google unveiled a sweeping overhaul of its Stitch design platform. Here’s what you might want to know today. AI‑Driven Design Poses Direct Competitive Threat To Adobe Google's revamped Stitch platform is being pitched as a tool that lets anyone, turn plain‑language ideas into high‑fidelity software interfaces. Google framed the shift as part of a broader transformation in how software is built, arguing that AI can now translate simple descriptions into functional designs. If non‑designers can produce professional‑grade work through conversational prompts, demand for Adobe's traditional design suite could weaken over time. Don't Miss: The new Stitch interface introduces an AI‑native, infinite canvas designed to support everything from early brainstorming to polished prototypes. Instead of learning intricate design workflows, users can describe goals, emotions they want to evoke or reference examples — and the AI generates refined layouts. Google executives say the goal is to make creativity more accessible, a philosophy that runs counter to Adobe's long‑standing reliance on expert‑level software proficiency. Interoperability And Voice Controls Expand Stitch's Appeal Stitch now supports deeper design‑system integration, including the ability to extract a design system from any URL or import/export rules through a new DESIGN.md format. Google is also rolling out voice‑based design controls. Users can speak directly to the canvas, request critiques, ask for new layouts or generate variations in real time. Trending: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook The Technical Side Of Adobe Adobe is trading 6.4% below its 20-day SMA and 20.4% below its 100-day SMA, keeping the intermediate trend pointed down. Shares are down 36.73% over the past 12 months and are positioned much closer to their 52-week lows than highs. RSI is at 37.63, which sits in neutral territory but leans toward "weak mo...

Twenty-one-year-old Annabelle Mackay has spoken to the BBC about her experience of surviving a meningitis infection. The University of Kent law student believes she may have contracted it on 5 March at Club Chemistry, or possibly on an evening before this when she was out at a different venue. So far, there have been 29 cases of meningitis linked to the outbreak, with a vaccination programme being rolled out for students. "I feel so grateful to be alive and to be here. I'm still dealing with the aftereffects now, but I think I just need to focus on my recovery and getting better and back to myself," Mackay told the BBC. Read more here about why this outbreak has spread so quickly, and read more here about the symptoms of the condition.

德国DAX 30指数初步收跌1.84%，报22419.85点，本周累计下跌大约4.4%。 法国股指初步收跌1.74%，本周累跌约3%；意大利股指初步收跌1.73%、本周累跌约3.2%，银行指数跌2.03%、本周累跌约3.8%；英国股指初步收跌1.34%，本周累跌约3.2%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

欧洲STOXX 600指数初步收跌1.61%，报574.25点，本周累计下跌大约3.6%。 欧元区STOXX 50指数初步收跌1.73%，报5516.48点，本周累跌约3.5%。 富时泛欧绩优300指数初步收跌1.60%，报2290.94点，本周累跌约3.7%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

It has been just under four years since SoundHound AI (SOUN 0.07%) went public in April 2022 after merging with a special purpose acquisition company (SPAC), and the stock has experienced significant volatility since then. SoundHound AI's stock performance has been flat since its stock market debut. The voice artificial intelligence (AI) specialist has seen wild swings in its stock price in its life as a public company. The stock managed a stellar 2024, rising an incredible 836%, before losing half its value last year. Even worse, SoundHound AI is trading down 24% in 2026, as of this writing. Does this mean investors should stay away from this company? Or will its stock market fortunes turn around in the long run, helping investors become richer over the next five years? Let's find out. SoundHound AI is growing at a faster pace than the voice AI market Demand for voice-based AI solutions that leverage natural language processing, speech recognition, and text-to-speech to replicate human-like interactions has been growing steadily. Voice AI technology is being deployed in applications such as customer service, real-time transcription, and appointment automation, among others. The conversational AI market was worth $11.6 billion in 2024, according to Grand View Research. However, it is expected to balloon to $41.4 billion by 2030 at a compound annual growth rate (CAGR) of 24%. SoundHound AI is a voice AI solutions specialist. The company claims that it automates more than 10 billion conversations a year across multiple industries, including restaurants, finance, automotive, healthcare, retail, insurance, and telecom. Its platform enables customers to build voice AI agents, create smart ordering solutions for restaurants, integrate voice AI into vehicles, and create custom voice AI solutions, among other things. Importantly, SoundHound AI is becoming a key player in this emerging niche. The company's revenue nearly doubled in 2025 to $169 million. This outstanding grow...

Keel Holdings has joined Palantir on the Navy’s ShipOS effort, backed by up to $448M authorized funding, as analysts refresh PLTR price targets.

Saudi Arabia’s crude loadings from the port of Yanbu on the Red Sea have shown a modest pullback over the past two days, following a record ramp-up as Iran effectively closed the Strait of Hormuz. After hitting a high of 4.19 million barrels a day earlier this week, the rolling five-day average of shipments settled at a more modest 3.6 million barrels as of Thursday, according to ship-tracking data compiled by Bloomberg. Yanbu has taken on growing importance in recent weeks, allowing Saudi Arabia to bypass the Strait of Hormuz and diversify its oil export routes as the war in the Persian Gulf drags on. While short-term fluctuations in loadings are not unusual, the sheer scale of the arrival of tankers at Yanbu has outpaced immediate loading volumes. At least 33 ships are idling near the port, creating a significant vessel backlog. The slight dip in shipments coincides with heightened concerns about security at Yanbu. On Thursday, oil loadings at the port were briefly halted following an Iranian attack in the vicinity.

Eid al-Fitr celebrations herald the end of Ramadan– in pictures Under the shadow of war in the Middle East, Muslim worshippers around the world unite to celebrate the breaking of the fast A family enjoys breaking the fast at a morning gathering in a park near the Siddiq mosque in eastern Cairo’s Heliopolis district. Photograph: Ahmed Hasan/AFP/Getty Images

Shares of SolarEdge Technologies (SEDG +14.46%) found a sunny corner of Wall Street on Friday. Boosted by a mildly bullish report from analyst firm Jefferies, the stock peaked at a 16.7% gain just before 11 a.m. ET. As of 11:55 a.m. ET, it had cooled down to a 13% increase. From "underperform" to "hold" isn't exactly a ringing endorsement Jefferies analyst Julien Dumoulin-Smith lifted SolarEdge's recommendation from "underperform" to "hold." The target price rose from $30 to $49 per share. The upgrade immediately lifted SolarEdge's price above Jefferies' target, with the stock currently trading at $51.59 per share. Dumoulin-Smith cited the Iranian conflict and the resulting energy price boom as a potential catalyst for solar power specialists. When fossil fuels are expensive, it makes sense to pursue alternative energy sources, after all. Two months ago, Jefferies lowered its SolarEdge rating to "underperform" due to unclear market prospects and the simultaneous introduction of new solar power management products from both SolarEdge and chief rival Enphase Energy (ENPH +1.66%). Those concerns are taking a backseat to the unexpected war in Iran and the blockade of the crucial Strait of Hormuz oil-shipping channel. Expand NASDAQ : SEDG SolarEdge Technologies Today's Change ( 14.46 %) $ 6.60 Current Price $ 52.26 Key Data Points Market Cap $2.8B Day's Range $ 47.44 - $ 53.24 52wk Range $ 11.00 - $ 53.24 Volume 220K Avg Vol 3.1M Gross Margin 15.29 % Good news, but let's not get carried away Even so, Jefferies isn't exactly pounding the table about SolarEdge. The stock price has tripled over the last 52 weeks, but is still down by a staggering 81% in five years. Sales have been lumpy in recent quarters, and the company is deeply unprofitable. That's why a significant growth catalyst only earns the stock a modest "hold" rating with price targets in the neighborhood of current prices. The sudden boom should bring other benefits to the table, though. For example, SolarEdge ...

frender/iStock via Getty Images Introduction & Investment Thesis After rising 61% and 139% YoY, respectively, in 2025, hugely outperforming the 16% gain for the S&P 500 Index ( SPY ), both Gold ( GLD ) and Silver ( SLV ), the two primary precious metals, declined sharply yesterday, with their YTD gains now at 7.6% and 1.96%, respectively. Note that at the peak in January, both Gold and Silver were up 30%+ and 68%+ in 2026, as they surged to historic highs driven by a perfect storm of geopolitical uncertainty, a weakening dollar, central banks building reserves at a record pace, and export controls on Silver introduced by China that significantly tightened global supply. However, the macroeconomic dynamics have fundamentally shifted since then, as both precious metals broke below their 100DMA (day moving average) yesterday before closing at or slightly higher than the key level, signaling reinforcing bearish technical momentum and continued downside pressure in the near term. This is the case as spiking energy prices stemming from the Middle East war sparked market concerns over inflation, resulting in the Fed holding their interest rates steady at 3.5%-3.75%, instead of easing as was earlier expected from softening labor market conditions. With real interest rates now slowly rising higher since March along with the U.S. dollar ( DXY ) strengthening, precious metals face increasing headwinds, along with the “stagflationary” component weighing down on Silver given its industrial sensitivity that is tied to economic activity. Up until now, I have never written about Gold and Silver on the SA platform. However, up until February 2026, I held between 10 and 12% of my portfolio in both precious metals combined. In February 2026, I exited my Silver position, locking in a gain of close to 200%, while I have also been heavily trimming down my Gold position, the most recent one being on 03/18, locking in a gain of 100%+ across all the tranches. In this post, I will explain th...

juvaida khatun/iStock via Getty Images Commentary as of 12/31/25 The fund posted returns of 1.11% (Institutional shares)( MAHQX ) and 1.11% (Investor A shares, without sales charge)( MDHQX ) for the fourth quarter of 2025. Structured products, agency mortgage-backed securities (MBS), and high yield credit contributed to performance, while duration positioning (management of interest rate sensitivity) and emerging market debt detracted. The fund increased its overweight duration position, which was concentrated in the front and “belly” of the yield curve. The overweight allocation to agency MBS was increased and the underweight exposure to U.S. investment grade credit was reduced. We continued to favor high-quality securitized assets, high yield credit, and emerging markets. Contributors The allocation to structured products contributed to performance, driven by both tighter spreads and the attractive income generated from this segment of the market. The overweight position in agency MBS was additive as spreads continued to tighten amid strong technical support. Additionally, the out-of-benchmark allocation to U.S. high yield credit was beneficial as spreads remained largely flat while providing attractive all-in yields. Detractors Duration positioning detracted, particularly the overweight exposure to the front and belly of the yield curve as this portion sold off in October due to perceptions of a hawkish Federal Reserve (Fed). The fund’s long Australian rates exposure and Japanese rates “flattener” positioning weighed on returns, as did the emerging market debt allocation, notably to Latin American rates. Further insight The fund’s overweight duration position increased (6.22 years versus the benchmark’s 5.79 years) during the quarter. We built a U.S. steepening bias, holding an overweight position in the front and belly of the yield curve while moving to an underweight allocation further out. We have found the front end attractive given our view that the Fed coul...

Amazon Stock Is Still Slumping. Here's What Wall Street Is Saying About AI Growth. Investor's Business Daily

swilmor Keith Lerner, chief investment officer at Truist Wealth, says market indicators are moving toward oversold territory, but a full market “flush out” has yet to materialize. In an interview with CNBC, Lerner noted that while the bull market still deserves the benefit of the doubt, the short-term risk-reward remains mixed. “Our indicators are moving towards oversold,” Lerner said, pointing to specific sentiment metrics that suggest growing pessimism among investors. He cited the AAII percentage of bears reaching 52% , rising put-to-call ratios, and significant selling in the SPDR S&P 500 ETF ( SPY ) as evidence that conditions are approaching oversold levels. However, Lerner cautioned that the market “still likely has a bit more to go” before presenting a clear buying opportunity. The market damage has been uneven across different segments, with small- and mid-cap stocks bearing the brunt of losses, down seven to nine percent. Lerner observed that tech valuations have repriced by approximately 30% from their highs, which could set the stage for a recovery. “Tech will eventually come back alive here given some of the uncertainties,” he said. Traditionally defensive sectors like consumer staples ( XLP ) and healthcare ( XLV ) have struggled despite broader growth concerns, a dynamic Lerner attributed to their significant run-ups before the recent market weakness. He explained that these areas now face headwinds from inflation impacts and limited pricing power, describing the current economic environment as having “one foot on the gas, one foot on the brake right now.” Despite the uncertainty, Lerner expressed confidence in the resilience of the U.S. economy and corporate sector. Truist’s house view still calls for two rate cuts by year-end, and Lerner believes the market can withstand a patient Federal Reserve. “Our companies have adapted,” he said, noting that businesses have been “battle tested” by COVID, rapid rate hikes, and elevated inflation. Looking ahead,...

Sandisk (NASDAQ:SNDK) stock is down 5% in Friday afternoon trading, with shares falling below $740 after closing Thursday at $772.09. The pullback comes after a week where SNDK gained nearly 25%, making today’s move look more like a breather than a breakdown. Signals from Micron Technology‘s (NASDAQ:MU) earnings are weighing on the broader memory sector. ... Sandisk Drops 5%: AI Breakout or Speculative Bubble? The Memory Sector’s Hottest Debate

Sally Beauty Holdings, Inc. SBH is expanding deeper into social commerce with the launch of its TikTok Shop storefront, adding another channel to its digital ecosystem. The move reflects the retailer’s effort to reach beauty shoppers where product discovery is increasingly driven by creators, short-form video and impulse-led browsing. By bringing its assortment to TikTok Shop, Sally Beauty is extending its marketplace strategy and aiming to turn social engagement into incremental sales. The launch comes as Sally Beauty is already gaining traction in digital channels. In first-quarter fiscal 2026, consolidated e-commerce sales rose 11% to $111 million and accounted for 12% of total net sales, underscoring the company’s broader push to expand beyond its traditional store base. Against that backdrop, TikTok Shop is likely to be a continuation of a broader omnichannel push. SBH’s Digital Growth Backed by Category Strength The Zacks Rank #3 (Hold) company’s latest results suggest that its digital investments are being supported by strength in core categories. Hair color remained a standout, with Sally segment color sales rising 8% year over year, helped by marketing, personalization and momentum in its consultation-led color platform. That matters because TikTok’s beauty audience tends to respond strongly to trend-driven, visually demonstrable categories, making color a natural fit for social commerce. Sally Beauty is also working to improve the broader online experience. At its first-quarterearnings call management stated that app upgrades are underway, with enhancements aimed at making promotions easier to understand, loyalty benefits more visible and product search more efficient. These improvements could help the company better capture traffic generated through social and marketplace channels. Image Source: Zacks Investment Research Sally Beauty’s Broader Growth Play The TikTok Shop rollout also fits with Sally Beauty’s effort to widen its assortment and discovery ap...

Key Points Boone Capital Management sold 945,042 shares of Cogent Biosciences in the fourth quarter. As a result, the quarter-end position value decreased by $13.57 million. The position had previously accounted for 4.4% of the fund’s AUM as of the prior quarter. 10 stocks we like better than Cogent Biosciences › On February 17, 2026, Boone Capital Management sold out its entire Cogent Biosciences (NASDAQ:COGT) stake, liquidating 945,042 shares previously worth $13.57 million. What happened According to an SEC filing dated February 17, 2026, Boone Capital Management sold its entire holding of 945,042 shares in Cogent Biosciences during the fourth quarter. The quarter-end position value dropped by $13.57 million, reflecting the full liquidation. What else to know Top five holdings after the filing: NYSE: MDT: $41.19 million (12.9% of AUM) NASDAQ: MIRM: $33.27 million (10.4% of AUM) NASDAQ: IONS: $33.05 million (10.4% of AUM) NYSE: CI: $26.55 million (8.3% of AUM) NASDAQ: BMRN: $24.48 million (7.7% of AUM) As of Friday, shares of Cogent Biosciences were priced at $34.40, up a staggering 372% over the past year and vastly outperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Price (as of Friday) $34.40 Market Capitalization $5.6 billion Net Income (TTM) ($328.94 million) Company snapshot Cogent Biosciences develops precision therapies targeting genetically defined diseases, with a lead product candidate (CGT9486) focused on treating systemic mastocytosis and advanced gastrointestinal stromal tumors. The company operates a biotechnology R&D model, generating value through clinical-stage drug development and strategic licensing agreements, such as its partnership with Plexxikon Inc. for bezuclastinib. It targets patients with rare genetic mutations, particularly those affected by KIT-driven cancers and systemic mastocytosis, serving the global biopharmaceutical and healthcare markets. Cogent Biosciences is a clinical-stage biotech...