Robinhood Markets (HOOD +8.12%) stock lost 24% in February, according to data provided by S&P Global Market Intelligence. The company is highly exposed to changes in cryptocurrency, and its fourth-quarter earnings demonstrated the impact. More than retail investing Robinhood has expanded from a retail investing platform to offering options and cryptocurrency trading. But it's also moving beyond tr...
Robinhood Markets (HOOD +8.12%) stock lost 24% in February, according to data provided by S&P Global Market Intelligence. The company is highly exposed to changes in cryptocurrency, and its fourth-quarter earnings demonstrated the impact. More than retail investing Robinhood has expanded from a retail investing platform to offering options and cryptocurrency trading. But it's also moving beyond trading to providing a broad assortment of financial services, including credit cards and bank accounts. Cryptocurrency trading has had a major impact on its operating results, representing a large portion of its increases in the past. Recently, the market has soured on Bitcoin, and cryptocurrency trading is now having a negative impact on the results. In the 2025 fourth quarter, revenue increased 27% year over year, a huge slowdown from previous quarters, with a 15% increase in transaction revenue. Cryptocurrency trading dragged it down, declining 38% from the prior year. The company demonstrated deceleration in other areas, too, such as a 7% increase in funded customers and an 8% increase in investment accounts. Robinhood Gold accounts are still demonstrating momentum, up 58% year over year to 4.2 million. That's an addition of 1.5 million new Gold members. Expand NASDAQ : HOOD Robinhood Markets Today's Change ( 8.12 %) $ 6.18 Current Price $ 82.25 Key Data Points Market Cap $74B Day's Range $ 79.60 - $ 83.84 52wk Range $ 29.66 - $ 153.86 Volume 13K Avg Vol 28M Gross Margin 94.96 % A large opportunity in disruptive finance The company is working on its long-term strategy of having a financial super app with a complete suite of financial services available on its app. It's constantly launching new features and adding new products in new locations, and it has a long roadmap to reaching its goals. It recently opened its prediction markets segment, and it started offering money market funds to European Union customers. It has a 10-year goal of being the top platform for retail ...
Key Points Robinhood's growth slowed down in the fourth quarter as cryptocurrency trading declined. The company is aiming to host the leading retail trading platform and top global financial app. Robinhood stock is still expensive. 10 stocks we like better than Robinhood Markets › Robinhood Markets (NASDAQ: HOOD) stock lost 24% in February, according to data provided by S&P Global Market Intellige...
Key Points Robinhood's growth slowed down in the fourth quarter as cryptocurrency trading declined. The company is aiming to host the leading retail trading platform and top global financial app. Robinhood stock is still expensive. 10 stocks we like better than Robinhood Markets › Robinhood Markets (NASDAQ: HOOD) stock lost 24% in February, according to data provided by S&P Global Market Intelligence. The company is highly exposed to changes in cryptocurrency, and its fourth-quarter earnings demonstrated the impact. More than retail investing Robinhood has expanded from a retail investing platform to offering options and cryptocurrency trading. But it's also moving beyond trading to providing a broad assortment of financial services, including credit cards and bank accounts. 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 » Cryptocurrency trading has had a major impact on its operating results, representing a large portion of its increases in the past. Recently, the market has soured on Bitcoin, and cryptocurrency trading is now having a negative impact on the results. In the 2025 fourth quarter, revenue increased 27% year over year, a huge slowdown from previous quarters, with a 15% increase in transaction revenue. Cryptocurrency trading dragged it down, declining 38% from the prior year. The company demonstrated deceleration in other areas, too, such as a 7% increase in funded customers and an 8% increase in investment accounts. Robinhood Gold accounts are still demonstrating momentum, up 58% year over year to 4.2 million. That's an addition of 1.5 million new Gold members. A large opportunity in disruptive finance The company is working on its long-term strategy of having a financial super app with a complete suite of financial services available on its app. It's constantly launching new features...
A key gauge that reflects expectations for the future path of UK interest rates has risen to the highest this year, fueling fears over a fresh increase in mortgage costs. Two-year swap rates, used by lenders to price their mortgage products, rose to 3.60% on Thursday, the highest since October. The rate had been at its lowest since mid-2022 on Feb. 27, the day before US-Israeli strikes on Iran beg...
A key gauge that reflects expectations for the future path of UK interest rates has risen to the highest this year, fueling fears over a fresh increase in mortgage costs. Two-year swap rates, used by lenders to price their mortgage products, rose to 3.60% on Thursday, the highest since October. The rate had been at its lowest since mid-2022 on Feb. 27, the day before US-Israeli strikes on Iran began. “Swap rates have risen sharply as conflict with Iran spreads across the Middle East, driving oil and gas prices higher and reigniting inflation concerns,” said Adam French , head of consumer finance at Moneyfacts Group Plc . “The longer swap rates remain elevated, then the more likely it is that we will start to see the cost of mortgage deals rise also.” Read more: Taylor Wimpey Sees Lower Profit on Weaker UK House Prices Traders have ditched bets on the probability of a second interest-rate cut from the Bank of England this year amid fresh fears of inflation sparked by the war in the Middle East. UK mortgage rates have been slowly declining over the past year, but remain far pricier than before, following the end of the cheap money era in 2022. Taylor Wimpey Plc Chief Executive Officer Jennie Daly said Thursday that the housebuilder was “watching” the recent rise in swap rates. Its impact on the housing market and Taylor Wimpey “depends on how long the conflict continues,” she said in a telephone interview. The average two-year and five-year fixed-rate residential mortgage rose slightly to 4.83% and 4.95%, respectively, on Thursday, Moneyfacts data show. It typically takes about a week for sustained swap rate movements to translate into mortgage rate changes. “Global geopolitical events move markets, markets move swap rates, and swap rates ultimately shape the deals available to borrowers,” Moneyfacts’ French said. “Some lenders have already paused or reconsidered planned rate reductions.”
Key Points Alphabet and Microsoft have vast resources to invest in quantum computing. IonQ's approach to quantum computing is unique. 10 stocks we like better than IonQ › Quantum computing is one of the hottest trends in the market. It's an innovative technology that's starting to gain wider adoption, but we're still a few years away from widespread commercial use. The trick with quantum computing...
Key Points Alphabet and Microsoft have vast resources to invest in quantum computing. IonQ's approach to quantum computing is unique. 10 stocks we like better than IonQ › Quantum computing is one of the hottest trends in the market. It's an innovative technology that's starting to gain wider adoption, but we're still a few years away from widespread commercial use. The trick with quantum computing investing is to get into the leaders before they take off, but not so early that the stocks are essentially dead money until the quantum computing arms race picks up steam. It's impossible to predict when that will occur, but I still believe some viable quantum computing investments will reward shareholders over the long term if they invest in them now. These are mostly big tech companies that are investing in quantum computing, but I also have one pure-play company that I'm keeping an eye on. 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 » Alphabet Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) kicked off the quantum computing arms race in December 2024 with the announcement of its Willow quantum computing chip. The chip completed a task in five minutes that would have taken the world's most powerful supercomputer 10 septillion years (10 to the 25th power) to accomplish. This test was rigged to demonstrate how a quantum computer operates, but what was significant was how accurately it did so. The Willow chip achieved a 99.8% two-qubit gate fidelity, a measure of the accuracy of the calculation. This is a significant aspect of quantum computing, as it involves inherent errors in calculations due to the way quantum computers operate. Instead of using bits like a traditional computer, which transmits information as a 0 or a 1, quantum computers use qubits, which can be better described as the probability of an answer being a 0 or a 1. This makes quantum computers excellent for computing tasks t...
Shares of Constellation Energy (CEG 0.58%) rocketed 17.5% in February. It was a big month for the power producer as it reported its fourth-quarter financial results and secured another deal to supply electricity to a data center customer. That followed the acquisition of Calpine, which closed in January. Here's a closer look at what fueled its big move last month and whether investors should buy C...
Shares of Constellation Energy (CEG 0.58%) rocketed 17.5% in February. It was a big month for the power producer as it reported its fourth-quarter financial results and secured another deal to supply electricity to a data center customer. That followed the acquisition of Calpine, which closed in January. Here's a closer look at what fueled its big move last month and whether investors should buy Constellation Energy stock now following its recent surge. A strong end to the year Constellation Energy reported strong fourth-quarter results in late February. The power company generated nearly $6.1 billion of revenue and $2.30 per share of adjusted operating earnings. Both exceeded analysts' expectations (the consensus estimates were $5.6 billion in revenue and $2.25 per share in adjusted operating earnings). This expectation-beating report sent shares soaring. That capped an excellent year for Constellation Energy. Its full-year adjusted operating earnings increased from $8.64 per share to $9.39 per share, powered by favorable market and portfolio conditions. As a result, the company exceeded the mid-point of its earnings guidance range for the fourth straight year. Expand NASDAQ : CEG Constellation Energy Today's Change ( -0.58 %) $ -1.87 Current Price $ 323.00 Key Data Points Market Cap $117B Day's Range $ 318.67 - $ 326.38 52wk Range $ 161.35 - $ 412.70 Volume 100 Avg Vol 3.6M Gross Margin 17.35 % Dividend Yield 0.48 % Continued progress on its growth strategy Constellation Energy's strong momentum has continued in early 2026. The company closed its acquisition of Calpine in early January. That deal combined Calpine's leading natural gas and geothermal fleets with Constellation's industry-leading nuclear energy platform. That acquisition is already paying off for Constellation Energy. The company announced last month that Calpine has agreed to provide 380 megawatts (MW) of power to a new data center in Texas under development by CyrusOne. The data center developer wi...
(RTTNews) - Oil prices are surging in response to conflict in the Middle East and the U.S. Futures suggest that Wall Street might open lower on Thursday. Iran has denied any talks of ceasefire and the death toll has came up above 1000. The widening conflict had its impact beyond Iran and Israel. UAE air defenses intercepted six ballistic missiles and 131 drones, while Qatar was subjected to missil...
(RTTNews) - Oil prices are surging in response to conflict in the Middle East and the U.S. Futures suggest that Wall Street might open lower on Thursday. Iran has denied any talks of ceasefire and the death toll has came up above 1000. The widening conflict had its impact beyond Iran and Israel. UAE air defenses intercepted six ballistic missiles and 131 drones, while Qatar was subjected to missile attacks and precautionary evacuvations near the U.S. Embassy in Doha was carried out. In Kuwaiti tankers were reportedly hit by large explosion. Amazon data centre in Bahrain was reported attacked by Iranian drones In the Asian trading hours, gold prices were half a percent higher at $5,165 an ounce, as the dollar held steady. Oil prices jumped more than 3 percent. As of 7.35 am ET, the Dow futures were losing 154.00 points, the S&P 500 futures were down 6.50 points and the Nasdaq 100 futures were sliding 27.50 points. The U.S. major averages ended Wednesday positive. The Nasdaq jumped 290.79 points or 1.3 percent to 22,807.48, the S&P 500 advanced 52.87 points or 0.8 percent to 6,869.50 and the Dow climbed 238.14 points or 0.5 percent to 48,739.41. On the economic front, the Jobless Claims for the week will be issued at 8.30 am ET. The consensus is 215K, while it was up 212K in the prior week. The Productivity and Costs for the fourth quarter will be released at 8.30 am ET. The consensus is for an increase of 1.9 percent, while it was up 4.9 percent in the prior quarter. The Import and Export Prices for January will be published at 8.30 am ET. The consensus is up 0.1 percent, while it was up 0.1 percent in the prior month. The Energy Information Administration or EIA's Natural Gas Report for the week will be revealed at 10.30 am ET. In the prior week, the gas stock was down 52 bcf. Three-year and 10-year Treasury Note auction will be held at 11.00 am ET. The 30-year Treasury Bond auction will be held at 11.00 am ET. The Fed Balance Sheet for the week will be published at...
Global Ship Lease press release ( GSL ): Q4 Non-GAAP EPS of $2.32 beats by $0.01 . Revenue of $190.95M (+4.7% Y/Y) beats by $2.56M . 4Q 2025 Adjusted EBITDA (a non-U.S. GAAP financial measure, described below) 3 of $124.7 million. Added $1.26 billion of contracted revenues during 2025 and the first two months of 2026, bringing total contracted revenues as of December 31, 2025, as adjusted to inclu...
Global Ship Lease press release ( GSL ): Q4 Non-GAAP EPS of $2.32 beats by $0.01 . Revenue of $190.95M (+4.7% Y/Y) beats by $2.56M . 4Q 2025 Adjusted EBITDA (a non-U.S. GAAP financial measure, described below) 3 of $124.7 million. Added $1.26 billion of contracted revenues during 2025 and the first two months of 2026, bringing total contracted revenues as of December 31, 2025, as adjusted to include all charters agreed through February 28, 2026, to $2.24 billion, over a weighted average remaining duration of 2.7 years. More on Global Ship Lease Global Ship Lease: An Unexpected Beneficiary Of Rising Geopolitical Tensions In 2026 Global Ship Lease: Execution Delivered, Valuation Upside Still There Global Ship Lease: I Sold Some, But The Stock Is Still Attractive Global Ship Lease Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Global Ship Lease
Dogora Sun / Shutterstock.com (Dogora Sun / Shutterstock.com) Quick Read After two days of big-time selling, the stock market had a big risk-on day for investors on Wednesday. Positive private-sector jobs numbers from ADP and potential good news on the fighting in Iran were a boost for stocks. All eyes will now be focused on Friday’s non-farm payroll numbers for February, which are set at 65,000. ...
Dogora Sun / Shutterstock.com (Dogora Sun / Shutterstock.com) Quick Read After two days of big-time selling, the stock market had a big risk-on day for investors on Wednesday. Positive private-sector jobs numbers from ADP and potential good news on the fighting in Iran were a boost for stocks. All eyes will now be focused on Friday’s non-farm payroll numbers for February, which are set at 65,000. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Pre-Market Stock Futures: Futures are trading lower after a solid risk-on Wednesday, when all major indices finished higher. Reports that filtered out of the media that Iran had backchannelled the CIA, looking for ways to end the current conflict, were all that was needed to flip the futures around before the open, and what started slow built to a solid buying respite amid what has been a tough stretch for stocks. The Nasdaq led the charge higher, closing up 1.41% at 22,837, while the red-hot small-cap Russell 2000 closed at 2,639, up 1.19%. The S&P 500 closed at 6,876, up 0.89%, and the Dow Jones Industrials wrapped up a welcome, stellar mid-week session. The February jobs numbers will hit the tape on Friday before the open. If they beat analysts' expectations, as the ADP numbers did yesterday, it would be another huge positive for stocks. Treasury Bonds: After two days of relentless selling driven by a strong dollar, the war, and other issues, buyers stepped in, and yields across the entire Treasury curve fell, with the middle maturities attracting the most interest. The 30-year bond closed at 4.72%, while the benchmark 10-year note was last seen at 4.09%. READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks Oil and Gas: While the energy complex continued to trade lower on Wednesday, after a huge 12% increase in spot pricing since last Friday, the futures buying slowed to a much more manageable level. Brent Crude closed at $81.76, up 0.44%, while West Texas In...
Used car e-retailer Carvana Inc. CVNA had an impressive run on the bourses last year, being the top-performing auto retail stock of 2025. In fact, Carvana has really been one of the comeback darlings of Wall Street. From being on the brink of collapse in 2022, Carvana has been making tangible progress on operational and financial fronts and is now the second-largest used car retailer in the United...
Used car e-retailer Carvana Inc. CVNA had an impressive run on the bourses last year, being the top-performing auto retail stock of 2025. In fact, Carvana has really been one of the comeback darlings of Wall Street. From being on the brink of collapse in 2022, Carvana has been making tangible progress on operational and financial fronts and is now the second-largest used car retailer in the United States. Investors should note that Carvana holds just a 1.6% share of the highly fragmented U.S. automotive retail market. This suggests that there is ample room for the company to expand, especially as more consumers gravitate toward online car buying. The company’s strategic pivot toward efficiency has been paying off. Carvana has been steadily delivering on its promises—and it’s showing in the numbers. CVNA’s retail sales units in 2025 grew 43% year over year to 596,006 and revenues witnessed a year-over-year jump of 49% to more than $20 billion. Adjusted EBITDA increased over 60% to $2.2 billion, with margins improving from 10.1% to 11% in 2025. Carvana’s cash from operating activities in 2025 was more than $1 billion, up from $918 million in 2024, signaling that the business is generating real cash. While CVNA stock more than doubled last year, shares have declined 25% on a year-to-date basis. Carvana has also underperformed the industry as well as peers like CarMax KMX and Sonic Automotive SAH year to date. Shares of CarMax and Sonic Automotive inched up 9% and 4%, respectively, over the same timeframe. Image Source: Zacks Investment Research Although Carvana’s fourth-quarter 2025 results topped expectations on both earnings and revenues, the market reaction has been muted, with the stock sliding more than 12% since the release. This raises an important question: Is the pullback merely profit-taking, or are investors becoming cautious about emerging headwinds? Let’s take a closer look at what might be weighing on sentiment and assess whether the stock is worth buying...
Anthropic co-founder and CEO Dario Amodei speaks on an artificial intelligence panel during Inbound 2025 Powered by HubSpot at Moscone Center on in San Francisco, Sept. 4, 2025. Chance Yeh | Getty Images Entertainment | Getty Images Defense Secretary Pete Hegseth 's decision to label Anthropic a " Supply-Chain Risk to National Security" on Friday resulted in more questions than answers. "It's all ...
Anthropic co-founder and CEO Dario Amodei speaks on an artificial intelligence panel during Inbound 2025 Powered by HubSpot at Moscone Center on in San Francisco, Sept. 4, 2025. Chance Yeh | Getty Images Entertainment | Getty Images Defense Secretary Pete Hegseth 's decision to label Anthropic a " Supply-Chain Risk to National Security" on Friday resulted in more questions than answers. "It's all very puzzling," Herbert Lin, a senior research scholar at Stanford University's Center for International Security and Cooperation, told CNBC in an interview. Anthropic is the only American company ever to be publicly named a supply chain risk, as the designation has traditionally been used against foreign adversaries. But the company hasn't received any official declaration beyond social media posts. A formal designation will require defense vendors and contractors to certify that they don't use Anthropic's models in their work with the Pentagon. The dispute centered around how Anthropic's artificial intelligence models could be used by the military. The Department of Defense wanted Anthropic to grant the agency unfettered access to its Claude models across all lawful purposes, while Anthropic wanted assurance that its technology would not be tapped for fully autonomous weapons or domestic mass surveillance. With no agreement reached by Friday's deadline, President Donald Trump directed federal agencies to "immediately cease" all use of Anthropic's technology, and said there would be a six-month phaseout period for agencies like the DOD. Experts told CNBC the supply chain risk designation is highly unusual, especially since the U.S. and Israel began carrying out strikes in Iran just hours later. A group of retired defense officials, policy leaders and executives wrote to Congress on Thursday, defending Anthropic and calling the Trump administration's designation a "dangerous precedent." Anthropic's models are still being used to support U.S. military operations in Iran , ev...