Dating app maker Bumble is venturing into generative AI. During the company’s fourth-quarter earnings on Wednesday, Bumble introduced a new AI assistant it’s calling “Bee,” designed to become a personal matchmaker that learns users’ “values, relationship goals, communication style, lifestyle, and dating intentions” through private chats. It then uses those insights to help find the user more relev...
Dating app maker Bumble is venturing into generative AI. During the company’s fourth-quarter earnings on Wednesday, Bumble introduced a new AI assistant it’s calling “Bee,” designed to become a personal matchmaker that learns users’ “values, relationship goals, communication style, lifestyle, and dating intentions” through private chats. It then uses those insights to help find the user more relevant matches. Currently, Bee is in the pilot phase and being tested internally, Bumble founder and CEO Whitney Wolfe Herd told investors, but it’s launching into beta soon. With Bee, the company envisions being able to capture much more information about Bumble users, as it learns more about each individual’s story and what they really want. This could differentiate Bumble’s app from others like Tinder, which also just underwent an overhaul as the dating app market has fizzled with Gen Z users. Bumble says users will interact with Bee much like they do with other AI chatbots, through typing and speaking in a more conversational style. Image Credits:Bumble Initially, Bee will be used to power a new dating experience called “Dates” that uses AI to recommend matches, but in the future, Bumble says Bee will move into other areas, like offering date suggestions or requesting anonymous feedback from your prior matches. In “Dates,” Bee will first learn about the user through a private, onboarding conversation. It then identifies two people who have shared intentions, values, and relationship goals. Both users are notified in the app with a description of why they make a great match. The addition is part of a broader tech and AI-focused overhaul of the dating app, which to date has marketed itself as more focused on women’s needs. The company pioneered features like “women message first,” body-shaming bans, and tools that blurred unsolicited explicit images, among others. Image Credits:Bumble Now it’s looking to use AI to return to user growth amid a dating market that sees younger ...
The S&P 500 Index ($SPX) (SPY) today is down -1.22%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.46%. March E-mini S&P futures (ESH26) are down -1.20%, and March E-mini Nasdaq futures (NQH26) are down -1.40%. Stocks are under pressure today as crude oil prices keep rising amid widening disruptions to production and transport in t...
The S&P 500 Index ($SPX) (SPY) today is down -1.22%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.46%. March E-mini S&P futures (ESH26) are down -1.20%, and March E-mini Nasdaq futures (NQH26) are down -1.40%. Stocks are under pressure today as crude oil prices keep rising amid widening disruptions to production and transport in the Middle East. WTI crude oil prices are up more than +9% today after Iraq suspended oil terminal activity following an attack by Iran on two tankers. Oman also temporarily evacuated a key oil export hub at Mina Al Fahal, and Iran escalated attacks on Dubai. Join 200K+ Subscribers: Stocks extended their losses today, and crude prices added to their gains on comments from Iran’s Supreme Leader Ayatollah Mojtaba Khamenei, who said that Iran’s leverage of closing the Strait of Hormuz should be used and attacks on Gulf Arab neighbors will continue. He added that Iran will open unspecified “other fronts” in the war if the US and Israel persist with their attacks. Credit concerns are weighing on bank stocks and asset managers today after Morgan Stanley and Cliffwater LLC capped withdrawals from their private credit funds amid investor demand to redeem more than the funds allow. Private credit funds are grappling with a wave of redemption requests amid growing concerns over the quality of their loans. BlackRock last week decided to limit withdrawals, a move that other asset managers have since followed. Crude oil prices are moving higher today despite the IEA members' decision on Wednesday to release 400 million barrels from emergency oil stockpiles. The IEA said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterwa...
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns. The high-risk, high-reward nature of the Russell 2000 makes stock selection critical, and we’re here to guide ...
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns. The high-risk, high-reward nature of the Russell 2000 makes stock selection critical, and we’re here to guide you toward the right ones. That said, here are three Russell 2000 stocks to steer clear of and some alternatives to watch instead. Asana (ASAN) Market Cap: $1.67 billion Born from the founders' frustration with the inefficiencies of email-based collaboration at Facebook, Asana (NYSE:ASAN) provides a work management platform that helps organizations track projects, set goals, and manage workflows in a centralized digital workspace. Why Are We Out on ASAN? Products, pricing, or go-to-market strategy may need some adjustments as its 9.4% average billings growth over the last year was weak Platform has low switching costs as its net revenue retention rate of 95.7% demonstrates high turnover Prolonged sales cycles signal certain parts of its software must be customized for its large enterprise clients, impeding customer growth At $7.02 per share, Asana trades at 2.1x forward price-to-sales. If you’re considering ASAN for your portfolio, see our FREE research report to learn more. Option Care Health (OPCH) Market Cap: $4.66 billion With a nationwide network of 177 locations serving 43 states and a team of over 4,500 clinicians, Option Care Health (NASDAQ:OPCH) is the largest independent provider of home and alternate site infusion services, delivering medications and clinical support to patients across the United States. Why Does OPCH Fall Short? Free cash flow margin shrank by 1.5 percentage points over the last five years, suggesting the company is consuming more capital to stay competitive Option Care Health is trading at $29.68 per share, or 15.9x forward P/E. To fully unders...
peshkov/iStock via Getty Images Investment Thesis As we near two weeks of war, there are some definite trends taking shape that are set to impact the global oil market ( CL1:COM ) in the next few months, and perhaps beyond. First off, despite reassuring rhetoric, it increasingly looks like both sides are digging in for a prolonged conflict, while at the same time, there are fewer and fewer off-ram...
peshkov/iStock via Getty Images Investment Thesis As we near two weeks of war, there are some definite trends taking shape that are set to impact the global oil market ( CL1:COM ) in the next few months, and perhaps beyond. First off, despite reassuring rhetoric, it increasingly looks like both sides are digging in for a prolonged conflict, while at the same time, there are fewer and fewer off-ramps for either side, and neither side looks like it is facing imminent and total defeat. The resulting negative impact on the global oil & gas supply/demand balance is starting to take shape as well. It is, in my view, important to quantify it in terms of the magnitude of shortfall in global supplies that we are facing, which is amplified in time, and the demand destruction event that it is likely to trigger. I intend to incrementally reshape my portfolio in a way that reflects the correlation between the length of the war and the impact it has on the market. The EIA's Baffling Inventory Build Forecast for This Year As I have been highlighting since 2024 , institutional guidance for the global oil markets coming from the likes of the EIA, IEA & OPEC seems to be increasingly lacking in objectivity, with more and more potential bias built in. My last article on the subject highlighted the discrepancy between the EIA's claim that we had a roughly 4 mb/d global supply surplus in Q4, 2025, versus its own data on global monthly oil production. I concluded that a 2 mb/d surplus was a more likely oil market balance situation. Given reports of massive volumes of output being shut in as the Strait of Hormuz remains blocked, that difference of about 2 mb/d between the EIA's guidance and the more likely reality becomes increasingly important. While past estimates & forecasts were puzzling, the latest report released on March 10 left me with no doubt that providing as accurate guidance as possible to the global oil & energy markets is no longer the driving force behind the work of such i...
Image source: The Motley Fool. Thursday, March 12, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Mads Peter Zacho Chief Financial Officer — Gary Chapman Chief Commercial Officer — Øyvind Lindeman Executive Vice President, Investor Relations and Business Development — Randall Giveans Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $153 million, ...
Image source: The Motley Fool. Thursday, March 12, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Mads Peter Zacho Chief Financial Officer — Gary Chapman Chief Commercial Officer — Øyvind Lindeman Executive Vice President, Investor Relations and Business Development — Randall Giveans Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $153 million, unchanged from previous quarter and up 6% year over year, driven primarily by an 8% increase in time charter equivalent (TCE) rates, partially offset by lower utilization. -- $153 million, unchanged from previous quarter and up 6% year over year, driven primarily by an 8% increase in time charter equivalent (TCE) rates, partially offset by lower utilization. Adjusted EBITDA -- $73 million, a sequential decline from $77 million and roughly flat year over year. -- $73 million, a sequential decline from $77 million and roughly flat year over year. Net Income -- $18.5 million attributable to stockholders, leading to basic earnings per share of $0.28 and adjusted basic earnings per share of $0.32. -- $18.5 million attributable to stockholders, leading to basic earnings per share of $0.28 and adjusted basic earnings per share of $0.32. Full-Year Results -- Record annual EBITDA of $302.8 million and record annual net income of $100.2 million; annual EPS reached $1.49, the highest since 2015. -- Record annual EBITDA of $302.8 million and record annual net income of $100.2 million; annual EPS reached $1.49, the highest since 2015. Liquidity -- $246 million in total available liquidity at year-end, rising to approximately $300 million including undrawn facilities by March 11. -- $246 million in total available liquidity at year-end, rising to approximately $300 million including undrawn facilities by March 11. Capital Returns -- Fixed quarterly dividend raised to $0.07 per share, totaling $4.6 million, with commitment to return 30% of net income to shareholders each quarter. -- Fixed...
Maria Vonotna/iStock via Getty Images Summary Information technology (hardware, storage, peripherals, and semiconductors) and real estate (development holdings and overweight in services) drove positive performance, while consumer discretionary (broadline retail and restaurants) and financials (diversified banks and financial exchanges) detracted from results. Security selection in Taiwan, Indones...
Maria Vonotna/iStock via Getty Images Summary Information technology (hardware, storage, peripherals, and semiconductors) and real estate (development holdings and overweight in services) drove positive performance, while consumer discretionary (broadline retail and restaurants) and financials (diversified banks and financial exchanges) detracted from results. Security selection in Taiwan, Indonesia, Mexico, and an overweight in Europe contributed to performance, while holdings in China, India, and Brazil, along with an underweight in Emerging Latin America, detracted from returns. The strategy maintains significant exposure to technology, industrials, communication services, and financials across China, Korea, India, Taiwan, and Brazil, capitalizing on secular growth themes while navigating diverse crosscurrents in emerging markets through an active, risk-aware approach. Market Environment Emerging markets generated strong gains in the fourth quarter, with the MSCI Emerging Markets Index returning 4.78% (in USD terms) or 5.68% in local currency. Emerging markets experienced wide-ranging returns, as investors evaluated key secular themes and the implications of global trade policies. Chinese equities declined in the quarter, as investors took profits amid year-to-date returns of over 30% by the MSCI China Index. Korean stocks delivered leading returns over the quarter and the full year. Shares rallied as companies reflected strong demand in the global AI supply chain and the impact of “value up” corporate governance reforms. Indian stocks rose in the quarter but trailed other regions over the full year with modest returns below 5%. From an economic perspective, India experienced strong growth and expansion across both manufacturing and services, but Indian equities lagged amid a market rotation and less direct exposure to the AI supply chain. Among larger EM countries, the leaders in the quarter included Korea (+27.38%) and Chile (+25.51%) in USD terms, while the la...
Updated March 12, 2026, 1:43 p.m. ET Oracle co-founder Larry Ellison is the wealthiest person with Rhode Island ties, with a net worth of $190 billion. Other notable billionaires with connections to the state include Taylor Swift and Stephen Schwarzman. How many Rhode Islanders are billionaires, according to the newly released Forbes 2026 Billionaires list? The answer to the question has always – ...
Updated March 12, 2026, 1:43 p.m. ET Oracle co-founder Larry Ellison is the wealthiest person with Rhode Island ties, with a net worth of $190 billion. Other notable billionaires with connections to the state include Taylor Swift and Stephen Schwarzman. How many Rhode Islanders are billionaires, according to the newly released Forbes 2026 Billionaires list? The answer to the question has always – at least as long as there have been billionaires – depends on how you define "Rhode Islander." Do you count where they were born, where they live now, where they went to school or where their business ties are? Taking a holistic approach to answer that question, we count at least five billionaires on Forbes' new list, with their global ranking: 6. Larry Ellison $190 billion Rhode Island ties: He owns property in Newport, including the $30.5 million Beechwood mansion, which reportedly is being renovated into an art museum. Ellison is chairman and co-founder of software giant Oracle. Now 81, he gave up the his role as CEO at the company in 2014, and was on the board of directors of Tesla until 2022. He lives in Manalapan, Florida. When Forbes tabulated the 2026 list on Tuesday, March 10, Ellison's fortune was estimated at $190 billion. By Thursday, March 12, Forbes' real-time tracker raised that to $206.4 billion. 52. Stephen Schwarzman $38.3 billion Rhode Island ties: Schwarzman owns property in Newport, including the $17 million Miramar mansion. Schwarzman is chairman and CEO of Blackstone Group, a private equity firm he cofounded with fellow billionaire Peter Peterson in 1985, growing the company into the world's largest buyout firm. 1189. Jonathan Nelson $3.6 billion Rhode Island ties: Nelson was born and grew up in Providence, got a bachelor's degree in economics from Brown University and founded Providence Equity Partners, which is headquartered in Kennedy Plaza. Nelson founded Providence Equity in 1989, was CEO until 2021 and is currently executive chairman. His firm h...
Key Points AI is adding new momentum to the nuclear industry. Oklo and NuScale are two pure plays in this field. But one of them today has a clear advantage. 10 stocks we like better than Oklo › Through 2030, energy demand in the United States is expected to grow by 4% annually. But here's the thing: most of that growth will be driven by the construction of data centers to support the artificial i...
Key Points AI is adding new momentum to the nuclear industry. Oklo and NuScale are two pure plays in this field. But one of them today has a clear advantage. 10 stocks we like better than Oklo › Through 2030, energy demand in the United States is expected to grow by 4% annually. But here's the thing: most of that growth will be driven by the construction of data centers to support the artificial intelligence (AI) industry. Data centers energy demand as a percentage of total energy demand in the U.S. is expected to grow from 4.3% in 2024 to 11.7% by 2030. The biggest winners of this transition may not be data center companies or AI start-ups. The real winners could be small modular reactor (SMR) businesses like Oklo (NYSE: OKLO) and NuScale Power (NYSE: SMR). These companies, which design and manufacture miniature nuclear reactors, could supply the data center and AI industries with clean burning, highly scalable power sources not reliant on any conventional power grid. 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 » Should you trust your money with Oklo or NuScale? The answer might surprise you. Oklo vs. NuScale Power: the choice is clear Before we dive in, it's important to understand where small modular reactors stand in terms of their practical viability. According to a recent report from Goldman Sachs, "the next nuclear age will look different from the last." The report goes on to say that "small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like...These technologies, long brushed off as too far from commercialization, are now drawing significant public and private sector support." SMR technology has been in development for more than 20 years. Only a handful of small projects are in commercial operation globally. The issues that have plagued SMR...
Centuries before the rise of the Inca Empire, a much smaller kingdom on the central coast of Peru already had a sophisticated trade network—one it used to import live parrots across the Andes from the Amazon rainforest. Australian National University conservation geneticist George Olah and his colleagues recently studied feathers from a headdress in a Ychsman noble’s tomb, dating to 1100–1400 CE (...
Centuries before the rise of the Inca Empire, a much smaller kingdom on the central coast of Peru already had a sophisticated trade network—one it used to import live parrots across the Andes from the Amazon rainforest. Australian National University conservation geneticist George Olah and his colleagues recently studied feathers from a headdress in a Ychsman noble’s tomb, dating to 1100–1400 CE (the centuries before the rise of the Inca Empire). DNA and chemical isotopes reveal that the parrots the feathers came from (still bright blue, yellow, and green after all these centuries) were born in the wild on the far side of the Andes but kept in captivity somewhere on the Peruvian coast. To pull off importing live parrots from hundreds of miles away across the steep, towering Andes, the Ychsma (who the Inca annexed around 1470) must have had a far-reaching trade network that spanned at least half a continent. And they must have really liked birds. Read full article Comments
ZenSaBi/E+ via Getty Images The following segment was excerpted from the Invesco Main Street Mid Cap Fund Q4 2025 Commentary . Portfolio positioning We maintain our valuation discipline and our focus on companies with competitive advantages and skilled management teams that we believe are executing better than their peers. These companies historically tend to have higher profit margins and returns...
ZenSaBi/E+ via Getty Images The following segment was excerpted from the Invesco Main Street Mid Cap Fund Q4 2025 Commentary . Portfolio positioning We maintain our valuation discipline and our focus on companies with competitive advantages and skilled management teams that we believe are executing better than their peers. These companies historically tend to have higher profit margins and returns on invested capital, rising market shares and consistently strong pricing power. As of quarter end, all sector weights were within +/- 3% of the Russell Midcap Index. The largest additions to the fund during the quarter included the following: Take-Two Interactive Software ( TTWO ) is a leading video game developer and publisher that we believe offers an attractive risk/reward profile, supported by its strong franchises and growth potential in interactive entertainment. Tractor Supply ( TSCO ) is a leading retailer of rural and lifestyle products. We initiated a position after recent share weakness created a compelling entry point, in our view. Carlyle Group ( CG ) is a leading alternative investment manager that has delivered strong results under CEO Harvey Schwartz; we believe the stock remains undervalued relative to industry peers. Datadog ( DDOG ) is a leading provider of cloud monitoring and security solutions that we believe is positioned for above-average growth as enterprises migrate workloads to the cloud. Yum! Brands ( YUM ) has outperformed peers in same-store sales at Taco Bell and KFC; we see additional upside as management has prioritized its strongest brands while reviewing strategic options for its lagging Pizza Hut segment. Positions sold during the quarter included the following: Tyler Technologies ( TYL ) was sold because the software provider’s revenue growth has decelerated, which reduced our conviction in its upside potential. Blue Owl Capital ( OWL ), an alternatives investment manager, was sold in favor of businesses that have more diversified expo...
Artificial intelligence (AI) data centers require more than just powerful processors. They also depend on enormous amounts of high-performance memory and other data storage hardware to hold and rapidly deliver the massive datasets demanded by complex AI workloads. In fact, the high-bandwidth memory (HBM) market is projected to grow from around $35 billion in 2025 to around $100 billion by 2028. HB...
Artificial intelligence (AI) data centers require more than just powerful processors. They also depend on enormous amounts of high-performance memory and other data storage hardware to hold and rapidly deliver the massive datasets demanded by complex AI workloads. In fact, the high-bandwidth memory (HBM) market is projected to grow from around $35 billion in 2025 to around $100 billion by 2028. HBM is a specialized type of DRAM memory; when it's placed close to GPUs in AI accelerators, it can transfer data to those processor chips at the extremely rapid speeds required when training and running AI models. Micron Technology (MU 3.03%) is well positioned to benefit from this opportunity. As one of the world's largest suppliers of DRAM and NAND memory chips, it's seeing rising demand as AI models grow more complex. AI-powered tailwinds Memory demand is far outpacing available supply. In fact, during Micron's latest earnings call, CEO Sanjay Mehrotra claimed that several key customers could only acquire enough to meet half to two-thirds of their needs. Expand NASDAQ : MU Micron Technology Today's Change ( -3.03 %) $ -12.69 Current Price $ 406.00 Key Data Points Market Cap $471B Day's Range $ 396.69 - $ 413.64 52wk Range $ 61.54 - $ 455.50 Volume 878K Avg Vol 35M Gross Margin 45.53 % Dividend Yield 0.11 % A key driver of this demand is HBM. Micron has already begun high-volume production of its next-generation HBM4 memory, which delivers a speed of 11 gigabits per second. Shipment volumes of HBM4 are ramping up in the current quarter, one quarter earlier than previously predicted. All the HBM that it will be able to produce in calendar 2026 has already been sold in advance. In the face of a widening supply-demand mismatch, customers are increasingly seeking multiyear supply agreements with volume commitments. These factors give Micron impressive long-term revenue visibility. Additionally, since HBM requires more wafer capacity than traditional DRAM, rising demand is affe...
Plans for a new datacentre in Lincolnshire have been approved, despite warnings it could be a major new source of emissions. On Wednesday, North Lincolnshire council voted unanimously to approve planning permission for the Elsham Tech Park, a proposed AI datacentre campus near Scunthorpe, next to the Elsham Wolds industrial estate. According to the tech justice nonprofit Foxglove, the projected em...
Plans for a new datacentre in Lincolnshire have been approved, despite warnings it could be a major new source of emissions. On Wednesday, North Lincolnshire council voted unanimously to approve planning permission for the Elsham Tech Park, a proposed AI datacentre campus near Scunthorpe, next to the Elsham Wolds industrial estate. According to the tech justice nonprofit Foxglove, the projected emissions produced will approach those generated by every domestic flight taken in the UK. Council documents estimate the proposed datacentre’s “peak annual scope 2 emissions”, or indirect greenhouse gases from generating electricity, will reach about 1m tonnes of CO 2 equivalent in 2033-34. All of the UK’s domestic flights total 1.2m tonnes of CO 2 equivalent. The council concluded that, despite the “large absolute energy demand” of the development, the impact of emissions was not significant due to the datacentre’s proximity to clean energy sources in the Humber region. According to Elsham Tech Park, construction is expected to begin in 2027, with a view to opening some parts of the campus in 2029. It plans to create up to 15 datacentre buildings across the site, generating up to 1GW of computing capacity, making it one of the largest datacentres proposed in the UK. Concerns remain about the feasibility of this level of power generation. A separate AI project by the tech firm Nscale was meant to build a datacentre that could provide 50MW of AI capacity – with a view to upgrading to 90MW. However, a Guardian investigation has found that, nine months before it is due to be completed, it remains a scaffolding yard in Essex. Elsham Tech Park claims the centre will create up to 900 long-term jobs and could attract up to £10bn of private investment, as well as giving priority to local businesses for supply chain opportunities. “The numbers attached to this project are eye-watering – almost hard to get your head around,” said Rob Waltham, the leader of North Lincolnshire council, ...
In Cortina d’Ampezzo, the thaw is on. With daytime temperatures reaching double figures in celsius, snow is disappearing from the hillsides and the “torrenti” of ice melt have started to flow once again. Traditionally a time of year when snowfall can be at its heaviest, there has been none since the Winter Paralympics began. The Games have not been insulated from the consequences. Last weekend the...
In Cortina d’Ampezzo, the thaw is on. With daytime temperatures reaching double figures in celsius, snow is disappearing from the hillsides and the “torrenti” of ice melt have started to flow once again. Traditionally a time of year when snowfall can be at its heaviest, there has been none since the Winter Paralympics began. The Games have not been insulated from the consequences. Last weekend the course at the Cortina snowboard park, about 1,450m above sea level, had to be redesigned the night before competition because it had proved too dangerous in training due to snow melting then refreezing overnight as ice. That did not stop multiple crashes the following day, with the British athlete Davy Zyw one of those to end up in hospital, with broken ribs. In the men’s seated downhill event on Monday, 11 of the 23 starters failed to finish with the conditions generally described as “slush”. In a TikTok post, the US para snowboarder Amy Purdy articulated the thoughts of many athletes: “I don’t believe that the Paralympics should be happening right now,” she said. The Winter Paralympics have not been staged any earlier than the first half of March this century. It is not the timings that have changed but the climate. According to the US non-profit Climate Central, the average March temperature in Cortina has risen by 2.5 degrees celsius in the 50 years since the Winter Paralympic Games was first staged. While the group estimates that 52 out of 93 potential sites for the Winter Olympics would still remain viable by 2050, only 22 out of 93 would be viable in March. The long-predicted squeeze of winter sports by rising global temperatures is happening now and the Paralympics are being hit first. Asked about the possibility of bringing the event forward in future, into the more reliably cold months of January of February, the IPC said such a shift might not be possible. “We know that climate change is affecting the world, and that’s why we’re organising, committing ourselves ...
jetcityimage/iStock Editorial via Getty Images Introduction The last time I covered Dollar General ( DG ), I highlighted their attractive valuation and significant expansion, proving their resilience and ability to grow in such a distressed consumer environment while others are struggling. Despite falling following their latest earnings report, DG is advancing on their debt repayments, improving t...
jetcityimage/iStock Editorial via Getty Images Introduction The last time I covered Dollar General ( DG ), I highlighted their attractive valuation and significant expansion, proving their resilience and ability to grow in such a distressed consumer environment while others are struggling. Despite falling following their latest earnings report, DG is advancing on their debt repayments, improving their fundamentals while advancing on their significant expansion domestically and in Mexico, potentially getting back to significant buybacks soon. Internal Developments Dollar General IR DG reported a strong Q4 and 2025 as a whole, beating the market’s top- and bottom-line estimates by quite a bit, with cash flow from operations growing by a whopping ~21.3% YoY, with the free cash flow reaching $2.39 billion in 2025, which is ~41.93% higher than 2024’s ~$1.69 billion - all while also reducing their debt significantly. Dollar General IR The stock fell however as a result of the guidance, despite it not being that bad, with DG expecting a 3.7% to 4.2% increase in net sales and 2.2% to 2.7% growth in same-store sales, while the EPS would reach between $7.10 to $7.35, which takes into account a ~$0.13 hit from the expiration of the Work Opportunity Tax Credit at the end of 2025, representing a 3.65% to 7.30% increase YoY, which is not bad compared to the $6.85 seen in 2025, although that was a 34.1% increase compared to the $5.11 seen in 2024. Meanwhile, CAPEX is expected to reach $1.4 billion to $1.5 billion, a significant jump from their $1.24 billion in 2025, as DG reiterated its plans to execute ~4730 real estate projects this year, which includes ~450 store openings in the US and ~10 in Mexico, while the long-term targets expect 3.5% to 4% net sales growth alongside a ~10% EPS growth rate, ~2% new unit growth, and CAPEX of around 3% of their net sales. Dollar General IR Financially, based on DG’s latest report , we continue to see a strong position, with current assets co...
Football is weird and so are people – that’s one reason we’re all here. But even by the standard, Aston Villa are in the midst of a weird season, still with plenty of scope for epochal glory and abject failure. They opened the season poorly, failing to win in their first six games, but from there, Unai Emery’s men went on a run of 17 from 19, playing not that well, before the Ghost of xG past bega...
Football is weird and so are people – that’s one reason we’re all here. But even by the standard, Aston Villa are in the midst of a weird season, still with plenty of scope for epochal glory and abject failure. They opened the season poorly, failing to win in their first six games, but from there, Unai Emery’s men went on a run of 17 from 19, playing not that well, before the Ghost of xG past began its haunting; the following 15 fixtures yielded just six victories and they arrive at this one having lost three and drawn one of their last four. As such, the Champions League spot that looked almost certain to be theirs is now in serious jeopardy, while tonight’s tie, against the sixth-best team in Ligue 1, looks a lot more losable that would previously have been the case. It’s not difficult to grasp why: any team would miss players as good as Boubacar Kamara and Youri Tielemans, never mind at the same time, with Matt E. Cash freshly absent. But, at the same time, this doesn’t explain why they’ve scored nine goals fewer than the next-worst in the Premier League top six, while the home tousing they took from Chelsea last time out highlighted their vulnerability to channel-balls in behind, the issue systemic rather than one of personnel. However, club captain John McGinn is fit again, his return bringing an uplift as much mental as technical, and with attackers as talented as Morgan Rogers and Emi Buendía in their XI, they’re always a game away from clicking. They know that, in form, they’ve a serious shot at immortality but, out of it, only regret and shame await. And because football and people are weird, those of us without skin in the game now get to enjoy watching them squirm. Kick-off: 5.45pm GMT