Elia Group SA/NV press release ( ELIAF ): FY Non-GAAP EPS of €5.56. Revenue of €4.27B. More on Elia Group SA/NV Elia Group SA/NV 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Elia Group SA/NV Historical earnings data for Elia Group SA/NV Dividend scorecard for Elia Group SA/NV Financial information for Elia Group SA/NV
Elia Group SA/NV press release ( ELIAF ): FY Non-GAAP EPS of €5.56. Revenue of €4.27B. More on Elia Group SA/NV Elia Group SA/NV 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Elia Group SA/NV Historical earnings data for Elia Group SA/NV Dividend scorecard for Elia Group SA/NV Financial information for Elia Group SA/NV
Federal Reserve Bank of Richmond President Tom Barkin says it's too soon to say how policymakers will respond to the war in Iran, but they're tracking the impact on oil now. “Gas prices, obviously, if they’re up, that is inflationary,” Barkin told Michael McKee on Bloomberg Television Thursday. (Source: Bloomberg)
Federal Reserve Bank of Richmond President Tom Barkin says it's too soon to say how policymakers will respond to the war in Iran, but they're tracking the impact on oil now. “Gas prices, obviously, if they’re up, that is inflationary,” Barkin told Michael McKee on Bloomberg Television Thursday. (Source: Bloomberg)
Image source: The Motley Fool. Thursday, March 5, 2026 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer — Laura L. Felice Executive Vice President, Chief Club Officer — William C. Werner Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Sales -- $5.4 billion, a ...
Image source: The Motley Fool. Thursday, March 5, 2026 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Robert W. Eddy Executive Vice President, Chief Financial and Administrative Officer — Laura L. Felice Executive Vice President, Chief Club Officer — William C. Werner Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Sales -- $5.4 billion, a 5.5% increase driven by both new clubs and existing club performance. -- $5.4 billion, a 5.5% increase driven by both new clubs and existing club performance. Merchandise Comparable Club Sales (Ex-Gasoline) -- Up 2.6%, marking the 13th straight quarter of market share gains and 16th straight quarter of traffic growth. -- Up 2.6%, marking the 13th straight quarter of market share gains and 16th straight quarter of traffic growth. Perishables, Grocery, and Sundries Comps -- Increased by 2.3%, with notable growth in nonalcoholic beverages, candy, and snacks. -- Increased by 2.3%, with notable growth in nonalcoholic beverages, candy, and snacks. General Merchandise and Services Comps -- Rose 4.3%, primarily driven by consumer electronics and apparel, while home and seasonal categories delivered negative comps due to inventory cuts tied to tariffs. -- Rose 4.3%, primarily driven by consumer electronics and apparel, while home and seasonal categories delivered negative comps due to inventory cuts tied to tariffs. Membership Fee Income -- Rose 10.9% to approximately $129.8 million, reflecting both healthy member acquisition and a January 2025 membership fee increase. -- Rose 10.9% to approximately $129.8 million, reflecting both healthy member acquisition and a January 2025 membership fee increase. Total Membership -- Surpassed 8 million, adding more than 500,000 members this year; high-tier memberships reached 42% penetration. -- Surpassed 8 million, adding more than 500,000 members this year; high-tier memberships reached 42% penetration. Tenured Renewal Rate -- Held at 90% for ...
Olena Bartienieva/iStock via Getty Images The conflict in Iran potentially has an incremental positive impact for the aerospace and defense sectors industry as a whole. However, one area where I believe the region has found it lacks some strength is missile and counter-drone defense. In this report, I discuss several names that saw a significant move in the stock price and how they could benefit f...
Olena Bartienieva/iStock via Getty Images The conflict in Iran potentially has an incremental positive impact for the aerospace and defense sectors industry as a whole. However, one area where I believe the region has found it lacks some strength is missile and counter-drone defense. In this report, I discuss several names that saw a significant move in the stock price and how they could benefit from increased demand for counter-drone solutions. The analysis focuses on what each company provides in terms of neutralizing drone-class deployment by Iran. My findings show that the most capable C-UAS providers have not seen the strongest share price appreciation. Some of the companies in this report are already part of our coverage and have price targets set using the evoX Stock Screener developed by The Aerospace Forum . When that is the case, the price targets have been added. Iran Strikes Back With Missile and Drones While the U.S. and Israel have hit targets in Iran, Tehran has responded by attacking targets in neighboring countries. In some instances, US bases were attacked, but there are also instances where infrastructure, including airports and energy infrastructure, has been hit. In my view, it has painfully exposed that Iran’s neighboring countries are not well protected against what I consider to be a relatively contained response from Iran. Whether intensity increases in the days and weeks ahead with higher frequency or more impactful weapon systems remains to be seen, but I would say that the first few days should have rung an alarm bell for neighboring countries regarding their ability to defend themselves against drone attacks. Drones are relatively cheap to make, and what we saw with the drone crisis in Europe is that many countries still lack cost efficient counter-drone solutions. The Companies In Focus For Counter-Drone or C-UAS In a broad sense there are many companies that have exposure to counter-drone technology. That's because there also is indire...
PM Images/DigitalVision via Getty Images Market Review Sentiment entering the quarter was cautiously optimistic, supported by expectations of ongoing monetary easing and resilient corporate earnings. U.S. equities continued their upward trajectory in October. Both the S&P 500® Index and Nasdaq reached new highs, driven by robust performance in the technology sector and sustained enthusiasm for art...
PM Images/DigitalVision via Getty Images Market Review Sentiment entering the quarter was cautiously optimistic, supported by expectations of ongoing monetary easing and resilient corporate earnings. U.S. equities continued their upward trajectory in October. Both the S&P 500® Index and Nasdaq reached new highs, driven by robust performance in the technology sector and sustained enthusiasm for artificial intelligence investments. Inflation moderated further, and trade tensions subsided as tariff negotiations advanced, reinforcing early positive sentiment. These developments occurred despite an unprecedentedly long U.S. government shutdown, which limited access to essential economic data. Following the government's reopening on November 13, the macroeconomic landscape shifted. Labor market data indicated job losses and unemployment rose to 4.6%, marking a four-year high. Signs of a slowdown increased market expectations for additional intervention from the U.S. Federal Reserve (Fed). The Fed implemented two rate cuts of 25 basis points each in October and December, lowering the target range to 3.50%–3.75% in response to moderating inflation (2.7% year-over-year) and emerging employment risks. Nonetheless, Treasury yields edged higher, with the 10-year yield closing the year at approximately 4.17%. Despite the government shutdown and decelerating job growth, equities posted modest gains during the fourth quarter; the S&P 500 advanced about 2.7%, culminating in an 18% total return for the year. U.S. listed real estate underperformed relative to broader U.S. equities and delivered negative returns for the quarter. Performance was adversely impacted by higher relative yields in fixed income markets and subdued growth expectations. Historically, real estate securities tend to benefit from lower anticipated interest rates. Looking at individual real estate sectors in the U.S., industrial, lodging & resorts, healthcare, regional malls, and manufactured homes were top perfor...
Meta Platforms (META 0.29%) shocked investors when it announced plans to spend between $115 billion and $135 billion on capital expenditures this year, mostly on its artificial intelligence buildout. That's an 87% year-over-year increase in spending at the high end of its guidance. Some of the biggest beneficiaries from Meta's massive budget are chipmakers. Meta recently announced two contracts wi...
Meta Platforms (META 0.29%) shocked investors when it announced plans to spend between $115 billion and $135 billion on capital expenditures this year, mostly on its artificial intelligence buildout. That's an 87% year-over-year increase in spending at the high end of its guidance. Some of the biggest beneficiaries from Meta's massive budget are chipmakers. Meta recently announced two contracts with Nvidia (NVDA 0.87%) and Advanced Micro Devices (AMD +0.04%) to use their GPUs and CPUs in its data centers, each worth tens of billions of dollars. Here are the details investors need to know. Different chips for different jobs Meta's AI efforts are quite expansive. Its Llama large language model (LLM) gets a lot of headlines, but Meta's entire business is built on AI algorithms for determining exactly what content to show which users and when. With the massive scale of its operations (over 3.5 billion monthly active users across its Family of Apps), optimizing its data centers for peak efficiency is key. As such, it sees different chips as best suited for different jobs. Its deal with Nvidia uses its entire stack of chips, including GPUs, CPUs, and its ethernet switches. The multi-year deal includes plans to co-design Meta's next-generation AI models to optimize them for Nvidia's hardware. As such, the deal appears to focus on developing data centers specifically suited for LLM training. Meta's deal with AMD includes its MI450 GPUs and 6th-generation EPYC CPUs deployed on its Helios rack-scale architecture. Meta CEO Mark Zuckerberg said, "We're excited to form a long-term partnership with AMD to deploy efficient inference compute" in the press release announcing the deal. As such, the AMD chips will be more focused on inference. Indeed, AMD has shown progress in AI inference performance relative to Nvidia. Its MI450 GPUs, when combined with the Helios rack system, are expected to produce better price performance versus Nvidia's Rubin platform. That's owed to its more ad...
Good Riddance, Jasmine Crockett Submitted by QTR's Fringe Finance The results of Tuesday’s Democratic primary in Texas delivered a clear political message: voters are tired of listening to Rep. Jasmine Crockett. And thank f**king god she lost, because I am too. Crockett, who spent much of her short national career cultivating a reputation as the politician who can constantly be wrong the loudest a...
Good Riddance, Jasmine Crockett Submitted by QTR's Fringe Finance The results of Tuesday’s Democratic primary in Texas delivered a clear political message: voters are tired of listening to Rep. Jasmine Crockett. And thank f**king god she lost, because I am too. Crockett, who spent much of her short national career cultivating a reputation as the politician who can constantly be wrong the loudest and with the most attitude, was defeated by Texas state Rep. James Talarico, who was nowhere near as prominent on national television and who many people have likely ever heard of. Crockett quickly blamed everyone but herself, chalking up the loss to confusion over polling locations and a late court decision involving Dallas County as factors in the outcome, but the result likely reflects something deeper than a single election-night dispute: people have just had enough of her bullshit. Crockett’s style, to the best of my understanding, has been to create a massive annoying self-centered spectacle first, then address the actual issue and facts later, if at all. This led her to become a frequent presence on cable news and social media, where sharp insults and dramatic soundbites tend to travel faster than detailed policy proposals. It’s an approach that can be effective for building a national following, particularly among activists whose supporters are also activists looking for any unjust cause to scream about without understanding. The problem, however, is that viral moments apparently don’t translate into confidence at the ballot box. Eventually voters start wondering whether their representative is spending more time crafting the next viral clip and doing their nails instead of performing the less glamorous work of actual governing. The contrast between Crockett and Talarico was difficult to miss. Talarico ran a campaign that emphasized policy and a more conventional tone. Crockett leaned into the fiery persona that made her a social media favorite. And hey, there is cer...
Meta Platforms (META +0.18%) shocked investors when it announced plans to spend between $115 billion and $135 billion on capital expenditures this year, mostly on its artificial intelligence buildout. That's an 87% year-over-year increase in spending at the high end of its guidance. Some of the biggest beneficiaries from Meta's massive budget are chipmakers. Meta recently announced two contracts w...
Meta Platforms (META +0.18%) shocked investors when it announced plans to spend between $115 billion and $135 billion on capital expenditures this year, mostly on its artificial intelligence buildout. That's an 87% year-over-year increase in spending at the high end of its guidance. Some of the biggest beneficiaries from Meta's massive budget are chipmakers. Meta recently announced two contracts with Nvidia (NVDA 0.45%) and Advanced Micro Devices (AMD 0.05%) to use their GPUs and CPUs in its data centers, each worth tens of billions of dollars. Here are the details investors need to know. Different chips for different jobs Meta's AI efforts are quite expansive. Its Llama large language model (LLM) gets a lot of headlines, but Meta's entire business is built on AI algorithms for determining exactly what content to show which users and when. With the massive scale of its operations (over 3.5 billion monthly active users across its Family of Apps), optimizing its data centers for peak efficiency is key. As such, it sees different chips as best suited for different jobs. Its deal with Nvidia uses its entire stack of chips, including GPUs, CPUs, and its ethernet switches. The multi-year deal includes plans to co-design Meta's next-generation AI models to optimize them for Nvidia's hardware. As such, the deal appears to focus on developing data centers specifically suited for LLM training. Meta's deal with AMD includes its MI450 GPUs and 6th-generation EPYC CPUs deployed on its Helios rack-scale architecture. Meta CEO Mark Zuckerberg said, "We're excited to form a long-term partnership with AMD to deploy efficient inference compute" in the press release announcing the deal. As such, the AMD chips will be more focused on inference. Indeed, AMD has shown progress in AI inference performance relative to Nvidia. Its MI450 GPUs, when combined with the Helios rack system, are expected to produce better price performance versus Nvidia's Rubin platform. That's owed to its more ad...
J Studios/DigitalVision via Getty Images Cerus Corporation ( CERS ) is a medical technology company that develops transfusion medicine and blood safety. To do this, they are leveraging their proprietary INTERCEPT Blood System. This is a platform of illuminator devices and single-use processing kits used by blood centers, to be used prior to transfusions, to inactivate pathogens and donor leukocyte...
J Studios/DigitalVision via Getty Images Cerus Corporation ( CERS ) is a medical technology company that develops transfusion medicine and blood safety. To do this, they are leveraging their proprietary INTERCEPT Blood System. This is a platform of illuminator devices and single-use processing kits used by blood centers, to be used prior to transfusions, to inactivate pathogens and donor leukocytes in platelet and plasma. More recently, CERS reported record results in 2025, and they’re continuing with key operational milestones. For instance, they reached a European regulatory approval and progressed with a Phase 3 red blood cell program. CERS also successfully launched its next-generation INT200 illuminator. Thus, overall, I feel it’s fair to remain bullish on the stock at these levels. Promising Blood Kits Cerus Corporation is a biomedical company that develops products for improving transfusion safety by inactivating pathogens from donor white blood cells. The company was incorporated back in 1991 in California and reincorporated in Delaware in 1996. They’re now headquartered in Concord, California. I also previously covered CERS last November, and since then, the stock is up around 38.3%, so I thought it was worthwhile updating my analysis on this name. Source: INTERCEPT Blood System for Platelets Brochure. Retrieved March 2026. As a quick recap, CERS’s leading platform is the INTERCEPT Blood System. This consists of single-use processing, an illuminator device, and a standard workflow to process blood. INTERCEPT damages and crosslinks nucleic acids so pathogens and white blood cells can’t replicate or mount an immune response. For platelets and plasma, INTERCEPT uses Amotosalen (a psoralen compound that binds to DNA and RNA and is activated by exposure to light (UVA illumination) that activates the compound. This, in turn, creates crosslinks in nucleic acids. And, after illumination, the process includes an adsorption step to reduce residual amotosalen and rela...
Key Points ISTB charges a slightly higher expense ratio but offers broader bond diversification and a marginally higher yield. VGSH experienced a milder max drawdown and holds more in U.S. Treasury securities, while ISTB includes some credit and sector exposure. Both funds show modest five-year returns, but ISTB's risk profile is higher due to greater volatility and drawdown. 10 stocks we like bet...
Key Points ISTB charges a slightly higher expense ratio but offers broader bond diversification and a marginally higher yield. VGSH experienced a milder max drawdown and holds more in U.S. Treasury securities, while ISTB includes some credit and sector exposure. Both funds show modest five-year returns, but ISTB's risk profile is higher due to greater volatility and drawdown. 10 stocks we like better than iShares Trust - iShares Core 1-5 Year Usd Bond ETF › Both the Vanguard Short-Term Treasury ETF (NASDAQ:VGSH) and the iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) target short-term bonds and seek to offer income with low volatility, but their approaches and underlying holdings set them apart. The ETFs differ most in their expense ratios, yield, bond selection, and risk profiles — VGSH focuses on U.S. Treasuries, while ISTB holds a broader mix including utilities and real estate bonds. This comparison looks at costs, recent performance, risk, liquidity, and portfolio makeup to help investors weigh which ETF aligns better with their goals. Snapshot (cost & size) Metric VGSH ISTB Issuer Vanguard iShares Expense ratio 0.03% 0.06% 1-yr return (as of 2/27/2026) 4.65% 5.8% Dividend yield 4% 4.1% Beta 0.25 0.4 AUM $31.7 billion $4.8 billion VGSH is more affordable at 0.03% compared to ISTB's 0.06% fee, though the difference is modest. ISTB offers a slightly higher dividend yield, which may appeal to those seeking a marginally greater income stream alongside broader bond exposure. Performance & risk comparison Metric VGSH ISTB Max drawdown (5 y) -5.72% -9.34% Growth of $1,000 over 5 years $955.84 $952.51 What's inside ISTB tracks a diversified mix of nearly 7,000 U.S. dollar-denominated bonds. Its top holdings are Treasury notes (about 52%) with maturities extending out to 2030. The next largest sectors are industrial at 17.4% and financial institutions at 12.2%. The fund’s 13-year history reflects a stable, core bond approach but with more credit and sector exposure tha...
Image source: The Motley Fool. Thursday, Mar. 5, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer and Director — Dr. Michael S. Exton Senior Vice President and Chief Medical Officer — Dr. Craig B. Granowitz Senior Vice President and Chief Financial Officer — Scott M. Coiante Vice President, Investor Relations and Corporate Communications — Lisa DeFrancesco Need a quote from a Motley ...
Image source: The Motley Fool. Thursday, Mar. 5, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer and Director — Dr. Michael S. Exton Senior Vice President and Chief Medical Officer — Dr. Craig B. Granowitz Senior Vice President and Chief Financial Officer — Scott M. Coiante Vice President, Investor Relations and Corporate Communications — Lisa DeFrancesco Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenues -- $5.5 million for the quarter, including $4.3 million in licensing revenue from the Novo Nordisk agreement and $1.1 million from INPEFA net sales. -- $5.5 million for the quarter, including $4.3 million in licensing revenue from the Novo Nordisk agreement and $1.1 million from INPEFA net sales. Annual revenues -- $49.8 million for the full year, with $45 million from licensing revenue and $4.6 million from INPEFA net sales. -- $49.8 million for the full year, with $45 million from licensing revenue and $4.6 million from INPEFA net sales. Research and development expenses -- $11.3 million in the quarter, down from $26.7 million in the prior year; $61.1 million for the year, down from $84.5 million, reflecting lower external research spending and higher Phase III Sonata trial costs. -- $11.3 million in the quarter, down from $26.7 million in the prior year; $61.1 million for the year, down from $84.5 million, reflecting lower external research spending and higher Phase III Sonata trial costs. Selling, general, and administrative expenses -- $8.8 million in the quarter, reduced from $32.3 million prior; $37.3 million for the year, compared to $143.1 million, mainly due to strategic repositioning and lower marketing spend. -- $8.8 million in the quarter, reduced from $32.3 million prior; $37.3 million for the year, compared to $143.1 million, mainly due to strategic repositioning and lower marketing spend. Net loss -- $15.5 million ($0.04 per share) for the quarter and $50.3 million ($0.14 per share) for the year,...
As of March 5, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at the epicenter of a historic technological transformation. Once a modest online bookseller, the company has evolved into a global titan of commerce, cloud computing, and artificial intelligence. While the broader market has been buoyed by the "2026 Tech Rally"—a surge driven by the maturation of generative AI (GenAI) and the stabilizati...
As of March 5, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at the epicenter of a historic technological transformation. Once a modest online bookseller, the company has evolved into a global titan of commerce, cloud computing, and artificial intelligence. While the broader market has been buoyed by the "2026 Tech Rally"—a surge driven by the maturation of generative AI (GenAI) and the stabilization of global interest rates—Amazon has distinguished itself not merely as a participant, but as the underlying infrastructure of this new digital era. Despite a recent tactical pullback following a massive capital expenditure announcement, Amazon remains the consensus leader for institutional investors looking to capitalize on the convergence of retail efficiency and AI-driven cloud growth. Historical Background Founded in 1994 by Jeff Bezos in a Seattle garage, Amazon’s trajectory is a case study in relentless "Day 1" thinking. The company went public in 1997, narrowly surviving the dot-com bubble by pivoting from a pure-play bookseller to an "everything store." The most pivotal moment in its history came in 2006 with the launch of Amazon Web Services (AWS), which pioneered the cloud computing industry and provided the high-margin fuel for its lower-margin retail experiments. Over the last two decades, Amazon has disrupted multiple industries, from grocery (via the acquisition of Whole Foods) to entertainment (Prime Video) and healthcare (One Medical). Today, under the leadership of Andy Jassy, the company has transitioned from the "expansion phase" of the 2010s to an "optimization and AI integration phase" in the mid-2020s. Business Model Amazon’s business model is a sophisticated "flywheel" composed of several synergistic segments: Online Stores & Third-Party Seller Services: The core retail engine, which now benefits from a decentralized regional fulfillment network. The core retail engine, which now benefits from a decentralized regional fulfillment network. Amazon Web...
showcake/iStock via Getty Images SSR Mining ( SSRM ) has staged one of the most impressive turnarounds in the gold mining industry in the last twelve months. After the catastrophic heap leach failure at its Çöpler mine in Turkey that led to the death of nine workers in February 2024, the stock crumbled more than 50% to ~$4.5. Fortunately, the stock has since rebounded to ~$33, or up 240% in the pa...
showcake/iStock via Getty Images SSR Mining ( SSRM ) has staged one of the most impressive turnarounds in the gold mining industry in the last twelve months. After the catastrophic heap leach failure at its Çöpler mine in Turkey that led to the death of nine workers in February 2024, the stock crumbled more than 50% to ~$4.5. Fortunately, the stock has since rebounded to ~$33, or up 240% in the past year, thanks to a robust gold backdrop, a shrewd acquisition, and the disposal of the Çöpler mine. As a comparison, it has outperformed the broader gold miner industry ( GDX ) which yielded 165% in the past year. Data by YCharts The Clean Sale of the Çöpler Mine Changes Everything Prior to the February 2024 mine disaster , the Çöpler mine was the company's largest asset, which contributed about 220,000 oz/year at an ASIC of <$1,000/oz. As a result of the disaster, which cost the lives of nine workers and the displacement of an estimated 10 million cubic meters of material, SSRM lost not only its highest-margin mine but also credibility with the markets. Since there was no timeline for a restart, along with $149M in remediation and an ongoing Turkish investigation, the stock was uninvestable. However, the $1.5B cash sale to Cengiz Holding for its 80% ownership stake in Çöpler mine would provide SSRM a clean breakup and resolution to this overhang. The transaction is expected to close in 3Q26. The company will receive a $100M deposit at signing and is subject to a $50M reciprocal break-up fee. The market is just waking up to this— Bank of America analysts have upgraded the stock and raised its target price. Other market sources cite an appealing price for a distressed asset. We adjust pro forma SSR's current cash position of $535M to ~$1.6B-$1.8B by adding $1.5B in sales proceeds and subtracting the redemption of the Convertible Senior Notes due 2039 of $227.5M. Against a market cap of $6.8B, that cash position is ample and could allow for further special dividends or buyb...