On February 17, 2026, Tremblant Capital Group disclosed a buy of 1,456,565 shares of Q2 Holdings (NYSE:QTWO) , an estimated $100 million trade based on quarterly average pricing. According to a recent SEC filing , Tremblant Capital Group increased its position in Q2 Holdings (NYSE:QTWO) by 1,456,565 shares during the quarter ended December 31, 2025. The estimated value of the shares added was abou...
On February 17, 2026, Tremblant Capital Group disclosed a buy of 1,456,565 shares of Q2 Holdings (NYSE:QTWO) , an estimated $100 million trade based on quarterly average pricing. According to a recent SEC filing , Tremblant Capital Group increased its position in Q2 Holdings (NYSE:QTWO) by 1,456,565 shares during the quarter ended December 31, 2025. The estimated value of the shares added was about $100 million based on average closing prices for the quarter. The fund’s stake was valued at $130.88 million at quarter-end, reflecting a net position change of $105.02 million, which includes stock price movement over the period. Q2 Holdings is a technology provider specializing in cloud-based digital banking solutions for regional and community financial institutions. It leverages a SaaS-based model to deliver scalable, secure, and customizable platforms that address the evolving needs of its banking clients. Q2's comprehensive product suite and focus on innovation position it as a key partner for institutions pursuing digital transformation in a competitive financial services landscape. Continue reading
Many papers continue to lead with coverage of the war in the Middle East. "US bombers take off from Britain for attack on Iran" is the Times' top story. "Three American B1-B Lancer bombers took off from RAF Fairford" the paper says, which comes as US Defence Secretary Pete Hegseth "promises 'most intense' day of strikes since conflict began", according to the paper. The front page also features ta...
Many papers continue to lead with coverage of the war in the Middle East. "US bombers take off from Britain for attack on Iran" is the Times' top story. "Three American B1-B Lancer bombers took off from RAF Fairford" the paper says, which comes as US Defence Secretary Pete Hegseth "promises 'most intense' day of strikes since conflict began", according to the paper. The front page also features takeaways from Queen Camilla's speech at St James's Palace, telling the reception: "We should believe all abuse victims." While she did not expressly mention victims of Jeffrey Epstein's abuse, the paper writes: "The speech will be seen as Camilla's strongest sign of support yet." Buckingham Palace tells the paper: "I think Her Majesty's speech speaks for itself."
Raízen SA , the struggling Brazilian sugar and ethanol producer co-owned by Shell Plc and Cosan SA , agreed to start an out-of-court debt restructuring worth around 70 billion reais ($13.6 billion), outlet Globo reported . The deal was inked with creditors representing 40% of the company’s debt. The company has been in discussions with banks and bondholders for the past week after Shell, along wit...
Raízen SA , the struggling Brazilian sugar and ethanol producer co-owned by Shell Plc and Cosan SA , agreed to start an out-of-court debt restructuring worth around 70 billion reais ($13.6 billion), outlet Globo reported . The deal was inked with creditors representing 40% of the company’s debt. The company has been in discussions with banks and bondholders for the past week after Shell, along with Cosan founder Rubens Ometto , agreed to inject a combined 4 billion reais in capital. Read More: Cosan Exits Raízen Debt Talks on Disagreement Over Unit’s Split Raízen said last week it could go into an out-of-court restructuring process as it looks for a solution for its debt woes. The capital injection is part of a proposed deal for a broader debt rework that may involve converting part of the company’s debt into equity, extending maturities on the remaining balance and divesting non-strategic assets. While Ometto is participating individually in providing fresh funding, the company he founded is no longer part of the talks to rescue Raízen. Cosan and Shell have been equal partners in Raízen, and the new deal would make Shell a bigger shareholder, probably requiring the London-based oil producer to consolidate Raízen in its financial statements. Private equity funds managed by Banco BTG Pactual SA , also involved in the talks, disagreed with several terms proposed by Shell and decided against further investment, a person familiar with the matter said last week. Read More: Raízen Mulls Out-of-Court Restructuring, Holders Pledge Cash Last week, Shell said that it’s “helping to alleviate the financial challenges that Raízen is currently facing,” and proposed a contribution of 3.5 billion reais as part of a structural solution. Raízen has been squeezed by high interest rates, weaker harvests and heavy investments that have yet to pay off. The woes eroded its cash flow and caused its debt load to surge. The company ended the past year with total net debt of 55.3 billion reai...
壹傳媒用地欺詐案｜律政司：不會採取進一步法律行動 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】壹傳媒用地欺詐案，律政司表示不會採取進一步的法律行動。 壹傳媒創辦人黎智英和前行政總監黃偉強上月被判上訴得直，撤銷定...
壹傳媒用地欺詐案｜律政司：不會採取進一步法律行動 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】壹傳媒用地欺詐案，律政司表示不會採取進一步的法律行動。 壹傳媒創辦人黎智英和前行政總監黃偉強上月被判上訴得直，撤銷定罪和判刑。律政司回覆查詢，指蘋果印刷在科技園公司不知情下一直容許黎智英的私人公司佔用及使用將軍澳工業邨的處所處理私人事務，雖然上訴法庭認為違約行為未達到刑事欺詐罪的定罪門檻，但仍然無改黎智英長期公器私用的客觀事實，應該備受譴責。
By Miho Uranaka and Echo Wang TOKYO/NEW YORK, March 11 (Reuters) - The initial public offering of SoftBank's PayPay is likely to price around the low end of its marketing range as war in the Middle East roils markets, two people familiar with the matter said. PayPay's order book was more than five times oversubscribed and has now closed with pricing to be finalised after U.S. market hours on We...
By Miho Uranaka and Echo Wang TOKYO/NEW YORK, March 11 (Reuters) - The initial public offering of SoftBank's PayPay is likely to price around the low end of its marketing range as war in the Middle East roils markets, two people familiar with the matter said. PayPay's order book was more than five times oversubscribed and has now closed with pricing to be finalised after U.S. market hours on Wednesday, one of the people said. The Japanese payment app operator was offering 55 million American depositary shares, priced $17 to $20 apiece, a filing this month showed, targeting a valuation of up to $13.4 billion. The people declined to be identified as the information is not public. PayPay declined to comment. Tencent, Ant Group's Alipay, and Alphabet's Google have committed to invest in the IPO, one of the people said. The companies did not respond to requests for comment. PayPay has played a central role in encouraging Japanese consumers to move away from a preference for cash by offering rebates on its payments app. It has over 70 million registered users. However, the company has had a bumpy path to an IPO. Its IPO roadshow was initially postponed after markets were jolted by conflict in the Middle East, Reuters reported last week. PayPay had already postponed the IPO last year during the U.S. government shutdown, which disrupted regulatory processes and delayed regulatory filing. Despite recent volatility, the U.S. IPO market is expected to rebound sharply this year. Goldman Sachs has forecast proceeds could quadruple to a record $160 billion in 2026, with potential debuts including Elon Musk's SpaceX, and artificial intelligence firms OpenAI and Anthropic. PayPay would mark the first U.S. listing of a SoftBank majority investment since the blockbuster IPO of Arm. SoftBank took the chip designer public in 2023 at a valuation of $54.5 billion, and its market capitalisation has since risen to almost $130 billion. Goldman Sachs, J.P. Morgan, Mizuho and...
「龍蝦」不適合處理觸及私隱和機密的工作 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】全國人大代表、貴州圖智信息技術董事長黃勇說，基於「龍蝦」需要獲得高權限去操作電腦執行任務，因此凡是會觸及私隱和機密的工作都不適...
「龍蝦」不適合處理觸及私隱和機密的工作 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】全國人大代表、貴州圖智信息技術董事長黃勇說，基於「龍蝦」需要獲得高權限去操作電腦執行任務，因此凡是會觸及私隱和機密的工作都不適合由「龍蝦」處理。 黃勇：「大家說的『養龍蝦』其實是OpenClaw，是智能體。它可以直接操作你的電腦去逐步完成整項工作，它要操作你的電腦，必須得具備比較高的權限。咱們的電腦或者咱們的網絡上都會存在個人用戶名、密碼，就是銀行卡用戶名、密碼這些信息可能都會被記錄，這些都有洩漏的風險。」
Energy demand in the U.S. continues its upward trajectory, driven primarily by the insatiable energy needs of data centers and their power-hungry artificial intelligence (AI) applications. In light of this, companies are seeking sustainable solutions to meet their growing energy requirements. This is where Bloom Energy (NYSE: BE) comes into play. The company's fuel cell technology offers a scalabl...
Energy demand in the U.S. continues its upward trajectory, driven primarily by the insatiable energy needs of data centers and their power-hungry artificial intelligence (AI) applications. In light of this, companies are seeking sustainable solutions to meet their growing energy requirements. This is where Bloom Energy (NYSE: BE) comes into play. The company's fuel cell technology offers a scalable and reliable means for companies to meet their energy needs while simultaneously reducing their carbon footprint. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Over the past year, Bloom has secured several significant contracts. Here's what investors should know about this up-and-coming energy company and the investment opportunity it presents. Bloom Energy's technology helps companies address growing energy demands Bloom Energy specializes in designing, manufacturing, and deploying solid oxide fuel cell systems. Its Bloom Energy Servers use solid oxide technology to convert a variety of fuels, including natural gas, biogas, and hydrogen, through an electrochemical process without combustion. These servers can be clustered together to produce on-site electricity for commercial, industrial, or data center purposes. Aside from cleaner energy production, Bloom's servers are appealing because this technology is ready to deploy today. The company can install these systems in less than 50 days, and this energy can be used to complement energy supplied by the grid. Companies can also install these servers to function independently, eliminating dependence on the grid altogether. This makes Bloom's product appealing, especially for technology companies looking to address their growing data needs today. According to estimates from Goldman Sachs, data center power demand could grow 15% annually through 2030, accounting for 8% of total power consumption in the U.S. This boom in demand comes at ...
Earnings Call Insights: Blend Labs, Inc. (BLND) Q4 2025 Management View CEO Nima Ghamsari indicated that Blend ended fiscal 2025 with $32.4 million in revenue and $5.4 million in non-GAAP operating income, describing the company as having "navigated the cycle successfully to emerge as a fundamentally different company." Ghamsari highlighted the company's strong cash position with over $68 million ...
Earnings Call Insights: Blend Labs, Inc. (BLND) Q4 2025 Management View CEO Nima Ghamsari indicated that Blend ended fiscal 2025 with $32.4 million in revenue and $5.4 million in non-GAAP operating income, describing the company as having "navigated the cycle successfully to emerge as a fundamentally different company." Ghamsari highlighted the company's strong cash position with over $68 million and zero debt, and announced a $50 million stock repurchase authorization following the $15 million buyback in Q4. Ghamsari emphasized a strategic shift to "lean into offense," citing 10 new deals and expansions during the quarter and a pipeline up approximately 40% year-over-year. Notable mention was made of cross-sell wins and new logos, particularly in mortgage and consumer banking suites, and a structural shift toward bundled deals spanning multiple product lines. Ghamsari also introduced Blend Autopilot, launched March 3, as an AI agent integrated into the workflow to automate document processing and compliance, with 7 large customers engaging during the preview period. CFO Jason Ream stated, "Total revenue in the fourth quarter of 2025 was $32.4 million, which was just slightly below the high end of our guidance range and was up 7% year-over-year. This performance was helped by a return to growth in our Mortgage Suite, which generated $18.8 million in revenue, up 3% year-over-year." Ream added, "Consumer Banking Suite revenue for the fourth quarter was $11.5 million, representing 21% year-over-year growth. The sequential decline of 10% from the third quarter was driven primarily by the churn of 1 large customer that we talked about last quarter as well as seasonality in home equity, but partially offset by new deployments." Outlook For Q1 2026, Blend expects total revenue between $28.5 million and $30 million, representing approximately 6% to 12% growth over Q1 2025. Management expects Mortgage Suite revenue to grow at or above the high end of that range, while Consum...
Earnings Call Insights: Oracle Corporation (ORCL) Q3 2026 Management View Douglas Kehring, Executive VP & Principal Financial Officer, stated the quarter "exceeded expectations across the board," highlighting that both organic total revenue and organic non-GAAP EPS grew at 20% or better in USD for the first time in over 15 years. He also announced Oracle's new 15% equity stake and board seat in Ti...
Earnings Call Insights: Oracle Corporation (ORCL) Q3 2026 Management View Douglas Kehring, Executive VP & Principal Financial Officer, stated the quarter "exceeded expectations across the board," highlighting that both organic total revenue and organic non-GAAP EPS grew at 20% or better in USD for the first time in over 15 years. He also announced Oracle's new 15% equity stake and board seat in TikTok U.S., with financial impact from this investment to be reflected as nonoperating income or loss in Q4. Kehring noted the successful raise of $30 billion through investment-grade bonds and mandatory convertible preferred stock, with an additional financing program of up to $50 billion announced but not yet initiated on the equity side. Mike Sicilia, Chief Executive Officer, emphasized that "Oracle has the fastest-growing, most complete suite of cloud applications in the market, full stop." Cloud applications revenue saw an 11% increase in constant currency, with an annualized run rate of $16.1 billion. Sicilia highlighted new AI-powered SaaS products and the integration of over 1,000 AI agents into Oracle's applications, stating, "We are building brand-new SaaS products using AI and also embedding AI agents right into our existing applications suites." He listed key customer wins over competitors, including Memorial Hermann Health System, University of New South Wales, and a major Wall Street Bank, among others. More than 2,000 customers went live on Oracle cloud solutions in Q3, with a noted decrease in median go-live time. Clay Magouyrk, CEO, reported Multicloud Database revenue grew 531% year-over-year, while AI infrastructure revenue increased 243% year-over-year. He detailed the expansion to 33 Microsoft, 14 Google, and 8 AWS regions (with plans for 22 AWS regions by Q4), and described the $553 billion in remaining performance obligations (RPO) as an indicator of significant demand. Magouyrk stated, "In Q3, we delivered more than 400 megawatts to customers. 90% of ...