angkhan/iStock via Getty Images By Zain Vawda GBP/USD has found support in early trade around the 1.3360 handle. A stellar rally from the Monday lows ran into resistance provided by the 100-day MA at 1.3437 as risk-off sentiment returned and the US dollar strengthened. Will USD strength keep further gains at bay? The rise in GBP/USD today comes as the US Dollar Index retreats from a multi-month re...
angkhan/iStock via Getty Images By Zain Vawda GBP/USD has found support in early trade around the 1.3360 handle. A stellar rally from the Monday lows ran into resistance provided by the 100-day MA at 1.3437 as risk-off sentiment returned and the US dollar strengthened. Will USD strength keep further gains at bay? The rise in GBP/USD today comes as the US Dollar Index retreats from a multi-month resistance level at 99.57. If this level holds and DXY continues to decline, then GBP/USD could retest the 100-day MA and finally the psychological 1.3500 handle. Cable's fate is very much tied to the US dollar at the moment, while the US dollar's is tied to overall risk sentiment as well as inflationary concerns. Given the steep rise in oil prices and the impact it may have on gasoline prices, markets expect a potential 3% rise in headline inflation next month. These developments are also keeping the US dollar supported, as rate cut expectations have fallen from around 66 bps two weeks ago to around 30 bps as of this morning. US Dollar Index Daily Chart, March 12, 2026 Source: TradingView What next for the dollar and GBP/USD? Financial markets remain primarily focused on the duration of current geopolitical conflicts and the resulting supply shocks. Recent emergency measures intended to mitigate oil supply disruptions may have inadvertently signaled to investors that global leaders anticipate a prolonged period of tension rather than a swift de-escalation, a sentiment reflected in yesterday's volatile oil and equity performance. Furthermore, market sensitivity to optimistic military updates from the Trump administration appears to be waning, as investors grow increasingly skeptical of claims regarding the achievement of strategic objectives. While the FX market continues to be driven by immediate headlines, the broader signals emanating from equity and energy sectors currently suggest a bullish outlook for the US dollar, especially if the conflict drags on for a prolonged pe...
Super Micro Computer SMCI trades at a P/E multiple of 13.53X, lower than the Zacks Computer- Storage Devices industry’s 15.1X valuation, making it relatively undervalued at present. This undervaluation is further demonstrated by the Zacks Value Score of B. SMCI Forward 12-Month (P/E) Valuation Chart Zacks Investment Research Image Source: Zacks Investment Research Considering its undervaluation an...
Super Micro Computer SMCI trades at a P/E multiple of 13.53X, lower than the Zacks Computer- Storage Devices industry’s 15.1X valuation, making it relatively undervalued at present. This undervaluation is further demonstrated by the Zacks Value Score of B. SMCI Forward 12-Month (P/E) Valuation Chart Zacks Investment Research Image Source: Zacks Investment Research Considering its undervaluation and massive demand for its server products, investors are wondering if this is the right opportunity to invest in the SMCI stock. Let us delve deeper into the fundamentals and financials of the stock to get a clear picture. SMCI Gains From Rising Demand for AI Infrastructure Super Micro Computer is well-positioned to benefit from the growing demand for AI infrastructure. The company is often the first to market with the latest AI servers, including systems built on NVIDIA’s B200 and GB200 platforms, giving it a strong edge. SMCI’s modular design approach allows rapid customization, supported by a large R&D team. Super Micro Computer’s high-performance and energy-efficient servers are gaining traction among AI data centers, HPC and hyperscalers. SMCI has a broad AI portfolio spanning Super AI Station, Supermicro SYS-542T-2R, Supermicro AI PC, Supermicro Edge AI Systems and Supermicro's Fanless Compact Edge System. SMCI is also expanding into full-stack IT solutions through DCBBS, bundling servers, cooling and networking into one offering. SMCI’s DCBBS technology combines SMCI’s rack-scale, plug-and-play server architecture with its latest direct liquid cooling technology, enabling fast deployment. SMCI’s DCBBS accounted for 4% of SMCI’s profit in 2025, and the company expects the contribution to rise to double digits by the end of 2026. SMCI plans to roll out 6,000 racks per month, including 3,000 liquid-cooled racks and generate enough revenues so it reaches its $40-billion revenue goal in fiscal 2026. However, SMCI is facing some near-term headwinds. SMCI Grapples With Compe...
A school bell from Milford, Pennsylvania, stands in front of the Department of Education's headquarters on March 06, 2025 in Washington, DC. Chip Somodevilla | Getty Images News | Getty Images The U.S. Department of Education has scaled back its oversight of the companies that manage federal student loans, a new congressional watchdog report found. In February 2025, the department stopped "assessi...
A school bell from Milford, Pennsylvania, stands in front of the Department of Education's headquarters on March 06, 2025 in Washington, DC. Chip Somodevilla | Getty Images News | Getty Images The U.S. Department of Education has scaled back its oversight of the companies that manage federal student loans, a new congressional watchdog report found. In February 2025, the department stopped "assessing servicers on accuracy and call quality," according to the report from the nonpartisan Government Accountability Office. That change occurred shortly before the Trump administration terminated around 50% of the Education Department's staff. Without its evaluation of student loan servicers, the GAO wrote, the Education Department "can't be sure that borrower records are correct and servicers are giving borrowers quality information." The office also said that borrowers could be placed into the wrong repayment status or overbilled as a result. "Instead of providing relief to 43 million Americans who are drowning in student debt, the Trump Administration has made it harder for them to understand how much they owe and how long it will take to pay back," said Sen. Bernie Sanders, I-Vt., in a statement. Sanders was among the lawmakers who requested the GAO investigation. The Education Department did not immediately respond to a request for comment. Read more CNBC personal finance coverage Trump administration has scaled back oversight of student loan servicers: GAO Social Security 2027 COLA forecast may rise with high oil prices You can't 'borrow your way out of debt,' expert says, but more people are trying Here's the inflation breakdown for February 2026 — in one chart SAVE plan used by millions of student loan borrowers is over, court orders Identity theft and your taxes: It's 'a terrible reverse lottery,' one victim says As Iran war disrupts oil prices, consumers could be 'hammered,' economist says Million-dollar earners have already stopped paying into Social Security for ...
On February 17, 2026, Beaconlight Capital disclosed selling 124,431 shares of Advance Auto Parts (NYSE:AAP) in the fiscal fourth quarter ended December 31, 2025, an estimated $6.24 million trade based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Beaconlight Capital reduced its position in Advance Auto Parts (NYSE:AAP) by 124,431 shares during the fiscal fourth ...
On February 17, 2026, Beaconlight Capital disclosed selling 124,431 shares of Advance Auto Parts (NYSE:AAP) in the fiscal fourth quarter ended December 31, 2025, an estimated $6.24 million trade based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Beaconlight Capital reduced its position in Advance Auto Parts (NYSE:AAP) by 124,431 shares during the fiscal fourth quarter ended December 31, 2025. The estimated value of the shares sold was $6.24 million, based on the average closing price for the quarter. The fund’s remaining position at quarter end was 10,920 shares, worth $429,156. The position’s value declined by $7.88 million, reflecting both the sale and stock price changes. Advance Auto Parts is a leading specialty retailer in the automotive aftermarket, operating thousands of stores and branches across North America. The company leverages a multi-channel distribution model to serve both professional and retail customers, supported by a broad product assortment and value-added services. Its scale and diverse customer base provide a competitive advantage in a fragmented market, positioning the company for continued relevance in automotive parts distribution. Continue reading
TIC Solutions (TIC 14.08%) stock tumbled 18.8% through 10:45 a.m. ET Thursday after missing badly on Q4 earnings this morning. Heading into the report, analysts forecast the engineering and inspections company would earn $0.09 per share on sales of $521.6 million. Instead, TIC lost $0.25 per share, and sales came up short at $508.3 million. TIC Q4 earnings TIC acquired and replaced its predecessor...
TIC Solutions (TIC 14.08%) stock tumbled 18.8% through 10:45 a.m. ET Thursday after missing badly on Q4 earnings this morning. Heading into the report, analysts forecast the engineering and inspections company would earn $0.09 per share on sales of $521.6 million. Instead, TIC lost $0.25 per share, and sales came up short at $508.3 million. TIC Q4 earnings TIC acquired and replaced its predecessor company, ASP Acuren Holdings, on July 30, 2024, and acquired NV5 on Aug. 4, 2025. As management pointed out, these acquisitions "materially affected year-over-year comparability of our financial results for the periods presented" -- in other words, it's hard to get a good apples-to-apples comparison between TIC today and TIC before. Still, here's how the numbers do look today. TIC's Q4 revenue appears to have grown 94% year over year, even as its quarterly losses tripled. For all of fiscal 2025, management did $1.5 billion in revenue, up 39% year over year. Total losses for the year were $87.1 million, 28% less than losses a year ago. Expand NYSE : TIC Tic Solutions Today's Change ( -14.08 %) $ -1.19 Current Price $ 7.26 Key Data Points Market Cap $1.0B Day's Range $ 6.75 - $ 7.50 52wk Range $ 6.75 - $ 14.94 Volume 268K Avg Vol 2.2M Is TIC stock a buy? TIC is a company in transition, and it's hard for investors to get a handle on a moving target like this. Still, some aspects are promising. Compared to 2025 results, TIC is forecasting nearly 50% revenue growth to somewhere between $2.15 billion and $2.25 billion in 2026. Management didn't provide GAAP guidance but said it expects adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to be positive -- at least $330 million. Analysts polled by S&P Global Market Intelligence anticipate TIC will turn GAAP-profitable this year, earning $0.03 per share. With TIC stock costing more than $7 per share currently, though, that seems expensive to me. TIC stock remains a sell.
Key Points TIC missed Q4 earnings badly, reporting a loss when analysts expected a profit. On the plus side, TIC forecast near-50% revenue growth in 2026. 10 stocks we like better than Tic Solutions › TIC Solutions (NYSE: TIC) stock tumbled 18.8% through 10:45 a.m. ET Thursday after missing badly on Q4 earnings this morning. Heading into the report, analysts forecast the engineering and inspection...
Key Points TIC missed Q4 earnings badly, reporting a loss when analysts expected a profit. On the plus side, TIC forecast near-50% revenue growth in 2026. 10 stocks we like better than Tic Solutions › TIC Solutions (NYSE: TIC) stock tumbled 18.8% through 10:45 a.m. ET Thursday after missing badly on Q4 earnings this morning. Heading into the report, analysts forecast the engineering and inspections company would earn $0.09 per share on sales of $521.6 million. Instead, TIC lost $0.25 per share, and sales came up short at $508.3 million. 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 » TIC Q4 earnings TIC acquired and replaced its predecessor company, ASP Acuren Holdings, on July 30, 2024, and acquired NV5 on Aug. 4, 2025. As management pointed out, these acquisitions "materially affected year-over-year comparability of our financial results for the periods presented" -- in other words, it's hard to get a good apples-to-apples comparison between TIC today and TIC before. Still, here's how the numbers do look today. TIC's Q4 revenue appears to have grown 94% year over year, even as its quarterly losses tripled. For all of fiscal 2025, management did $1.5 billion in revenue, up 39% year over year. Total losses for the year were $87.1 million, 28% less than losses a year ago. Is TIC stock a buy? TIC is a company in transition, and it's hard for investors to get a handle on a moving target like this. Still, some aspects are promising. Compared to 2025 results, TIC is forecasting nearly 50% revenue growth to somewhere between $2.15 billion and $2.25 billion in 2026. Management didn't provide GAAP guidance but said it expects adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to be positive -- at least $330 million. Analysts polled by S&P Global Market Intelligence anticipat...
Tentacles and a flying hat: photos of the day – Thursday The Guardian’s picture editors select photographs from around the world Cologne, Germany People walk through the Yayoi Kusama art installation Infinity Mirrored Room at Museum Ludwig. Photograph: Martin Meissner/AP
Tentacles and a flying hat: photos of the day – Thursday The Guardian’s picture editors select photographs from around the world Cologne, Germany People walk through the Yayoi Kusama art installation Infinity Mirrored Room at Museum Ludwig. Photograph: Martin Meissner/AP
Colombian presidential candidate Paloma Valencia appointed Juan Daniel Oviedo, a former head of the national statistics agency, as her running mate. Valencia’s campaign shared a video greeting Oviedo and referring to him as the next Vice President. On Sunday, Senator Valencia won the primary of a center-right coalition, making her a strong contender against senator Iván Cepeda , an ally of leftist...
Colombian presidential candidate Paloma Valencia appointed Juan Daniel Oviedo, a former head of the national statistics agency, as her running mate. Valencia’s campaign shared a video greeting Oviedo and referring to him as the next Vice President. On Sunday, Senator Valencia won the primary of a center-right coalition, making her a strong contender against senator Iván Cepeda , an ally of leftist President Gustavo Petro, and conservative lawyer Abelardo de la Espriella . Oviedo, a former head of the national statistics agency, finished second in the same primary with 1.2 million votes, compared to Valencia’s 3.2 million. He is widely seen as a moderate politician who could attract voters from the political center, in a race that has polarized between two conservatives and a leftist. Oviedo also placed second in the Bogota mayoral election in 2023. Cepeda appointed indigenous leader Aida Quilcué as his running mate, while de la Espriella named former finance minister José Manuel Restrepo as his vice presidential candidate. Colombia will hold the first round of the presidential election on May 31, with a potential runoff scheduled for June 21.
Three years isn't long in the auto industry. But for Tesla (TSLA 2.78%), three years could determine whether the company remains primarily an electric vehicle (EV) manufacturer or begins evolving into something larger. The most likely outcome by 2028 isn't a dramatic transformation or collapse. It's something more grounded: a mature EV leader with emerging autonomy revenue, but still in transition...
Three years isn't long in the auto industry. But for Tesla (TSLA 2.78%), three years could determine whether the company remains primarily an electric vehicle (EV) manufacturer or begins evolving into something larger. The most likely outcome by 2028 isn't a dramatic transformation or collapse. It's something more grounded: a mature EV leader with emerging autonomy revenue, but still in transition. Here's what that base case could look like. The EV business stabilizes but doesn't reaccelerate By 2028, Tesla's EV segment will likely look more normalized. The era of hypergrowth is probably over. Global EV adoption will continue, but competition from Chinese manufacturers, legacy automakers, and new entrants will keep pricing pressure elevated. Tesla may maintain strong brand recognition and scale advantages, but it won't operate in an uncontested market. In this base case, delivery growth settles into the mid-single to low double-digit range annually. This growth rate is within the range expected by analysts, who predicted Tesla's sales to reach around 3 million units in 2029, up from 1.6 million units in 2025. Margins stabilize at levels below the 2021 to 2022 peak but remain healthy enough to generate consistent free cash flow. That matters. Tesla's EV business doesn't need to return to explosive growth. It needs to do something more important: fund the company's next phase without stressing the balance sheet. Expand NASDAQ : TSLA Tesla Today's Change ( -2.78 %) $ -11.35 Current Price $ 396.48 Key Data Points Market Cap $1.5T Day's Range $ 394.65 - $ 406.50 52wk Range $ 214.25 - $ 498.83 Volume 1.5M Avg Vol 66M Gross Margin 18.03 % Robotaxi becomes real but still early The biggest swing factor over the next three years is autonomous vehicles. In the base case, Tesla's robotaxi initiative expands beyond limited pilot programs into multiple U.S. metro areas. Regulatory approvals are gradually broadening, though not uniformly across states or countries. This base case ...
Key Points Tesla likely evolves rather than transforms. Tesla doesn't need explosive EV growth. It requires steady free cash flow to support autonomy and robotics development. Optimus proves industrial utility, not mass adoption. These 10 stocks could mint the next wave of millionaires › Three years isn't long in the auto industry. But for Tesla (NASDAQ: TSLA), three years could determine whether ...
Key Points Tesla likely evolves rather than transforms. Tesla doesn't need explosive EV growth. It requires steady free cash flow to support autonomy and robotics development. Optimus proves industrial utility, not mass adoption. These 10 stocks could mint the next wave of millionaires › Three years isn't long in the auto industry. But for Tesla (NASDAQ: TSLA), three years could determine whether the company remains primarily an electric vehicle (EV) manufacturer or begins evolving into something larger. The most likely outcome by 2028 isn't a dramatic transformation or collapse. It's something more grounded: a mature EV leader with emerging autonomy revenue, but still in transition. 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 » Here's what that base case could look like. The EV business stabilizes but doesn't reaccelerate By 2028, Tesla's EV segment will likely look more normalized. The era of hypergrowth is probably over. Global EV adoption will continue, but competition from Chinese manufacturers, legacy automakers, and new entrants will keep pricing pressure elevated. Tesla may maintain strong brand recognition and scale advantages, but it won't operate in an uncontested market. In this base case, delivery growth settles into the mid-single to low double-digit range annually. This growth rate is within the range expected by analysts, who predicted Tesla's sales to reach around 3 million units in 2029, up from 1.6 million units in 2025. Margins stabilize at levels below the 2021 to 2022 peak but remain healthy enough to generate consistent free cash flow. That matters. Tesla's EV business doesn't need to return to explosive growth. It needs to do something more important: fund the company's next phase without stressing the balance sheet. Robotaxi becomes real but still early The biggest swing...
Two people have died in Canada after donating plasma at a chain of clinics that has been under scrutiny by federal inspectors for failing to keep accurate records, screen donors or maintain its machines. While experts say the deaths are exceedingly rare, critics say Canada’s embrace of private companies to handle blood products reflects a “slow collapse of a system that has been the envy of the wo...
Two people have died in Canada after donating plasma at a chain of clinics that has been under scrutiny by federal inspectors for failing to keep accurate records, screen donors or maintain its machines. While experts say the deaths are exceedingly rare, critics say Canada’s embrace of private companies to handle blood products reflects a “slow collapse of a system that has been the envy of the world”. Health Canada, the federal agency that regulates plasma clinics, said it had received reports from the clinics regarding “fatal adverse reactions” after plasma donations in October 2025 and January 2026. The deaths occurred at facilities operated by the Spanish healthcare company Grifols. In both cases, the two donors went into “distress” while donating, people familiar with the cases told the Guardian. Health Canada said its investigations were continuing. Grifols said in a statement it had “no reason to believe that there is a correlation between the donors’ passing and plasma donation”. CBC News was the first to report the fatal adverse reactions in plasma donors. Plasma, the pale yellow liquid part of blood, is used to create medications for a number of conditions, including haemophilia and helping treat burn victims. But in recent years, Canada has faced stiff pushback over the extent to which Grifols, which operates 17 facilities in the country, has become enmeshed in the world of blood plasma collection. Canada’s health agency did not disclose the identities of the two donors who died but friends say one was Rodiyat Alabede, 22, an international student who donated plasma in Winnipeg on 25 October. “Rody aspired to become a social worker, dedicating her life to helping others, a dream she was so close to achieving,” friends wrote on a GoFundMe page to raise money to help her family. “Rody was known for her kindness, compassion, and unwavering faith. She was deeply devoted to her dream and always carried herself with grace, warmth, and sincerity.” Three months l...
BlackJack3D Chip and AI-related stocks were largely in the red on Thursday as oil prices continued to surge amid the escalating U.S.-Israel-Iran war nearing two weeks. The tech-focused Nasdaq Composite ( COMP:IND ) fell around 1.4%. At the same time, the benchmark S&P 500 ( SP500 ) declined about 1.2%. The blue-chip Dow ( DJI ) fell nearly 1.3%. On Thursday, the International Energy Agency said th...
BlackJack3D Chip and AI-related stocks were largely in the red on Thursday as oil prices continued to surge amid the escalating U.S.-Israel-Iran war nearing two weeks. The tech-focused Nasdaq Composite ( COMP:IND ) fell around 1.4%. At the same time, the benchmark S&P 500 ( SP500 ) declined about 1.2%. The blue-chip Dow ( DJI ) fell nearly 1.3%. On Thursday, the International Energy Agency said that the war in the Middle East is creating the largest supply disruption in the history of the global oil market. Brent Futures ( CO1:COM ) jumped about 9%, while Crude Oil Futures ( CL1:COM ) surged nearly 9.6% on Thursday. The U.S. Navy is “not ready” to escort oil tankers through the Strait of Hormuz, but “quite likely” will begin to do so by the end of the month, Secretary of Energy Chris Wright said Thursday. Global markets are “ struggling to price where the risks are” amid the ongoing war, according to Nick Nelson, head of global equity strategy at Absolute Strategy Research. Shares of AI chipmaker Nvidia ( NVDA ) fell about 2%, while Advanced Micro Devices ( AMD ) slumped nearly 3%. Broadcom ( AVGO ) declined roughly 2%, while Qualcomm ( QCOM ) dipped about 1%. Several other AI and networking-related stocks were largely in the red on Thursday. Lumentum ( LITE ) tumbled around 6%, while Coherent ( COHR ) slumped nearly 3%. Ciena ( CIEN ), Celestica ( CLS ), and Arista Networks ( ANET ) each fell about 2%. Cisco ( CSCO ) dipped roughly 1%. Lattice Semiconductor ( LSCC ) and GlobalFoundries ( GFS ) each slumped about 6%, while Micron Technology ( MU ) and Taiwan Semiconductor Manufacturing ( TSM ) each tumbled around 5%. Arm ( ARM ), Analog Devices ( ADI ), and Intel ( INTC ) each fell nearly 4%. Texas Instruments ( TXN ) declined about 3%, while Marvell Technology ( MRVL ) fell nearly 2%. Chip equipment makers: Lam Research ( LRCX ) tumbled around 5%, while Applied Materials ( AMAT ) and KLA ( KLAC ) each slumped about 4%. ASML ( ASML ) fell nearly 3%. Dear readers: We...
In this article LCID Follow your favorite stocks CREATE FREE ACCOUNT The Lucid display is seen at the New York International Auto Show on April 16, 2025. Danielle DeVries | CNBC NEW YORK — Lucid Group expects to be cash flow positive late this decade as it plans to grow its vehicle lineup and increase its software and technology offerings, the all-electric vehicle maker announced Thursday during i...
In this article LCID Follow your favorite stocks CREATE FREE ACCOUNT The Lucid display is seen at the New York International Auto Show on April 16, 2025. Danielle DeVries | CNBC NEW YORK — Lucid Group expects to be cash flow positive late this decade as it plans to grow its vehicle lineup and increase its software and technology offerings, the all-electric vehicle maker announced Thursday during its first investor day in nearly five years as a public company. The EV company aims to accomplish that through market expansion into midsize vehicles, robotaxis and new counties, specifically in Europe. It also expects to achieve efficiency gains and software revenue growth with the introduction of improved advanced driver assistance systems and a new Lucid artificial intelligence assistant. That cash flow target is aggressive given the automaker's current performance and waning demand for EVs in the U.S. While Lucid has been able to increase sales and narrow losses, the company lost $2.7 billion on revenue of $1.35 billion in 2025. It had negative free cash flow of $3.8 billion in 2025, a loss that was roughly 31% larger than a year earlier. watch now VIDEO 21:33 21:33 Inside Lucid’s high-stakes turnaround plan Tech Lucid interim CEO Marc Winterhoff — who unexpectedly took over for company founder Peter Rawlinson last year — on Thursday said the company's "north star" is "accelerating to profitability," reiterating the investor event's theme. The automaker has been trying to increase investor interest in the company as it prepares to launch a new midsize vehicle at the end of this year. Its largest shareholder, Saudi Arabia's Public Investment Fund, has also changed its investment strategy in the company from capital investment to revolving credit. Shares of Lucid were off roughly 8% during much of the Thursday event despite the company giving its most detailed product and expansion plans to date. Robotaxi, autonomy plans Lucid on March 12, 2026 previewed plans for a new t...
Key Points Bayberry Capital Partners sold 282,500 shares of Atmus Filtration Technologies in the fourth quarter. The quarter-end position value decreased by $12.74 million as a result. The fund now holds zero shares of Atmus Filtration Technologies. 10 stocks we like better than Atmus Filtration Technologies › Bayberry Capital Partners fully exited its position in Atmus Filtration Technologies (NY...
Key Points Bayberry Capital Partners sold 282,500 shares of Atmus Filtration Technologies in the fourth quarter. The quarter-end position value decreased by $12.74 million as a result. The fund now holds zero shares of Atmus Filtration Technologies. 10 stocks we like better than Atmus Filtration Technologies › Bayberry Capital Partners fully exited its position in Atmus Filtration Technologies (NYSE:ATMU), selling 282,500 shares previously worth $12.74 million during the fourth quarter, according to a February 17, 2026 SEC filing. What happened According to an SEC filing dated February 17, 2026, Bayberry Capital Partners sold its entire holding of 282,500 shares in Atmus Filtration Technologies (NYSE:ATMU). The fund’s quarter-end position in the company fell by $12.74 million as a result. What else to know Top holdings after the filing: NYSE:LION: $29.76 million (9.57% of AUM) NASDAQ:CHDN: $23.03 million (7.41% of AUM) NYSE:WCC: $21.55 million (6.93% of AUM) NYSE:PRMB: $19.63 million (6.32% of AUM) NYSE:SXT: $19.47 million (6.26% of AUM) As of Thursday, shares of Atmus Filtration Technologies were priced at $56.72, up 51% over the past year and well outperforming the S&P 500’s roughly 21% gain in the same period. Company overview Metric Value Revenue (TTM) $1.76 billion Net Income (TTM) $207.40 million Dividend Yield 0.4% Price (as of Thursday) $56.72 Company snapshot Atmus Filtration Technologies provides filtration products including fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters, coolants, and fuel additives, primarily under the Fleetguard brand. The firm generates revenue through the design, manufacture, and sale of filtration solutions for commercial vehicles and industrial applications across global markets. It serves original equipment manufacturers, dealers/distributors, and end-users in sectors such as transportation, agriculture, construction, mining, and power generation. Atmus Filtration Technologies Inc. is a leading d...
It’s a big day for electric-vehicle start-up Rivian Automotive which unveiled pricing and specifications for its long-awaited R2 platform on Thursday. The new truck is the key to unlocking sales growth at a very difficult time for the EV industry. There are four trims: Performance, which has dual motors and all-wheel drive, Premium, also with dual motors and all-wheel drive, and two Standard versi...
It’s a big day for electric-vehicle start-up Rivian Automotive which unveiled pricing and specifications for its long-awaited R2 platform on Thursday. The new truck is the key to unlocking sales growth at a very difficult time for the EV industry. There are four trims: Performance, which has dual motors and all-wheel drive, Premium, also with dual motors and all-wheel drive, and two Standard versions, one being a long-range option with an estimated 345 miles of per-charge range.
Stellantis NV is exploring deals with Chinese carmakers through which they would invest in the Fiat owner’s struggling European operations, as the company focuses its own investments on the Americas, according to people familiar with the matter. Company executives have met with China’s Xiaomi Corp. and Xpeng Inc. to discuss options for an overhaul of Stellantis in Europe, including acquiring stake...
Stellantis NV is exploring deals with Chinese carmakers through which they would invest in the Fiat owner’s struggling European operations, as the company focuses its own investments on the Americas, according to people familiar with the matter. Company executives have met with China’s Xiaomi Corp. and Xpeng Inc. to discuss options for an overhaul of Stellantis in Europe, including acquiring stakes in Maserati or other brands, said the people, who asked not to be identified discussing private deliberations. The talks have also covered access to automaking capacity as Chinese groups seek to grow in Europe, the people said. “As part of its normal course of business, Stellantis holds discussions with a range of industry players around the world on various topics, always with the ultimate aim of providing customers with the best mobility choices,” the automaker said in a statement. “The company does not comment on speculations.” A media representative for Xpeng declined to comment. Xiaomi didn’t immediately respond to a request for comment. The discussions underline the divergent trajectories of Stellantis’ businesses in Europe and the US, where the Jeep owner has kicked off investments of some $13 billion to freshen its lineup, and where Chinese investments would be complicated by restrictions on the use of the country’s technology in US cars. The overhaul may eventually lead to a further separation between the US and European arms of a company formed through the 2021 combination of Fiat Chrysler Automobiles and PSA Group, some of the people said, though a full breakup is not the focus of current discussions. “Stellantis states in the most categoric terms that there is no truth in the suggestion that it is considering a plan to split the company,” the company said. “Any assertion to the contrary is pure invention.” The months-long discussions with Chinese companies have touched on the possibility they would take a stake in a European Stellantis entity, the people said....
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Anna Wong of Bloomberg Economics talks about how AI and innovation will impact job markets at an event for subscribers in Washington, DC on March 11. (Source: Bloomberg)
Anna Wong of Bloomberg Economics talks about how AI and innovation will impact job markets at an event for subscribers in Washington, DC on March 11. (Source: Bloomberg)
UiPath (NYSE:PATH) declined approximately 6% in today’s session, trading below $12 midday on Thursday. The selloff is puzzling on the surface. UiPath just posted a quarter that beat expectations on every major metric and crossed a profitability threshold it had never crossed before. The stock is now down 29% year-to-date. Underneath the price action, however, ... UiPath Stock Sinks 6% — But It Cou...
UiPath (NYSE:PATH) declined approximately 6% in today’s session, trading below $12 midday on Thursday. The selloff is puzzling on the surface. UiPath just posted a quarter that beat expectations on every major metric and crossed a profitability threshold it had never crossed before. The stock is now down 29% year-to-date. Underneath the price action, however, ... UiPath Stock Sinks 6% — But It Could Still Be the Next Palantir