Uncertainty around credit exposure and legal risks could weigh on Jefferies in the near term, according to JPMorgan Analyst Ryan Kenny downgraded the bank to equal weight from overweight. He also lowered his price target to $49 from $78, though that still implies upside of 28% ahead for the stock. Kenny cited elevated uncertainty around credit and legal risks. These recent credit developments incl...
Uncertainty around credit exposure and legal risks could weigh on Jefferies in the near term, according to JPMorgan Analyst Ryan Kenny downgraded the bank to equal weight from overweight. He also lowered his price target to $49 from $78, though that still implies upside of 28% ahead for the stock. Kenny cited elevated uncertainty around credit and legal risks. These recent credit developments include a lawsuit from Western Alliance Bank, alleging $126 million in missed payments, as well as approximately $134 million of reported exposure to failed UK mortgage lender MFS. JEF 1Y mountain JEF 1Y chart "Given that the ongoing fallout from recent credit-related events at JEF may persist in the market for some time, we are adjusting our valuation methodology," Kenny wrote. "We see a wide risk-reward as JEF has already de-rated significantly, down 38% YTD. Core business activity is improving and we expect JEF to gain share in IB." The analyst noted that while Jefferies denies any wrongdoing, the market has expressed concerns about additional potential credit risk alongside any future potential fallout, including legal and reputational risks. However, he remains fundamentally bullish on Jefferies' stock. "These concerns could weigh on JEF's multiple for some time. We continue to expect revenue and earnings improvement at JEF and note that JEF's ongoing messaging is that the current business environment is strong," Kenny said. "We expect core business activity at JEF to accelerate as the capital markets environment improves." Shares of Jefferies have plunged 38% this year and are down 32% over the past 12 months.
As the original On the Road scroll heads to auction, a new exhibition uncovers the private life of the Beat legend Among great literary myths, the one of Jack Kerouac is often reduced to a vibe The open road, a cigarette, a postwar rebel leaning on a beat-up car – a masculine archetype of rebellion and hedonism. Kerouac’s 1957 book On the Road was the bible of the beat generation and chronicles, i...
As the original On the Road scroll heads to auction, a new exhibition uncovers the private life of the Beat legend Among great literary myths, the one of Jack Kerouac is often reduced to a vibe The open road, a cigarette, a postwar rebel leaning on a beat-up car – a masculine archetype of rebellion and hedonism. Kerouac’s 1957 book On the Road was the bible of the beat generation and chronicles, in startlingly unfiltered prose, his travels across the US with fellow writers Allen Ginsberg , William S Burroughs , and his lifelong muse, the dashing Neal Cassady. The book shifted the course of US literature and captured the imagination of a rapidly changing world. Kerouac was crowned king of the beats, a moniker he later despised. This, at least, is what many students of US literature know. But a new exhibition Running Through Heaven: Visions of Jack Kerouac at New York’s Grolier Club aims to rehumanize the myth, with letters from Kerouac that have never been publicly viewed before. Continue reading...
More on FuelCell Energy FuelCell Energy: A Day Late And A Dollar Short - Sell FuelCell Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation FuelCell Energy, Inc. (FCEL) Q4 2025 Earnings Call Transcript Earnings week ahead: ORCL, ADBE, LI, NIO, HPE, ZIM, KSS, and more FuelCell Energy Q1 2026 Earnings Preview
More on FuelCell Energy FuelCell Energy: A Day Late And A Dollar Short - Sell FuelCell Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation FuelCell Energy, Inc. (FCEL) Q4 2025 Earnings Call Transcript Earnings week ahead: ORCL, ADBE, LI, NIO, HPE, ZIM, KSS, and more FuelCell Energy Q1 2026 Earnings Preview
Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Julie Norman, Chatham House Associate Fellow on the Middle East; Laura Cooper, Nuveen Global Investment Strategist & Head of Macro Credit. (Source: Bloomberg)
Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Julie Norman, Chatham House Associate Fellow on the Middle East; Laura Cooper, Nuveen Global Investment Strategist & Head of Macro Credit. (Source: Bloomberg)
Cryptocurrency markets have rallied in the last two weeks, but is the bottom finally in? There's evidence that it is, and these 3 stocks are poised to benefit.
Cryptocurrency markets have rallied in the last two weeks, but is the bottom finally in? There's evidence that it is, and these 3 stocks are poised to benefit.
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tencent Holdings plans to commit several hundred million dollars to support the proposed Paramount Skydance acquisition of Warner Bros. Discovery, subject to regulatory review and deal progress. Tencent Games is preparing a majo...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tencent Holdings plans to commit several hundred million dollars to support the proposed Paramount Skydance acquisition of Warner Bros. Discovery, subject to regulatory review and deal progress. Tencent Games is preparing a major presence at the upcoming Game Developers Conference, with a focus on AI tools for game creation, player protection, and immersive gameplay. Tencent Holdings (SEHK:700) is drawing attention with this mix of Hollywood deal involvement and AI gaming advancements, alongside a current share price of HK$516.0. The stock shows a mixed picture, with a 53.3% return over 3 years and an 8.0% decline over 5 years. This gives some sense of how sentiment around the company has shifted over different time frames. For investors watching Tencent, these media and gaming moves add fresh pieces to the story around its global reach and technology focus. As the Paramount Skydance and Warner Bros. Discovery deal evolves and Tencent’s AI tools roll out more widely, the company’s role across entertainment and interactive content could be increasingly important to monitor. Stay updated on the most important news stories for Tencent Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tencent Holdings. SEHK:700 1-Year Stock Price Chart See which insiders are buying and buying and selling Tencent Holdings following this latest news. Investor Checklist Quick Assessment ✅ Price vs Analyst Target : At HK$516.0 versus a HK$756.76 analyst target, the price sits about 32% below the consensus figure. ✅ Simply Wall St Valuation : Shares are described as trading 40.8% below the estimated fair value, which points to an undervalued status. ❌ Recent Momentum: The 30 day return of roughly 5.8% decline shows short term weakness despite the news...
Wolves had only three points at the start of the year, but has Edwards given them hope, however improbable? He lost his opening eight games after replacing Vitor Pereira in November, taking a first point in a draw at Manchester United in December. Since then, including the result at Old Trafford, Wolves have earned 13 points in 12 games. It is not enough to put them within touching distance of saf...
Wolves had only three points at the start of the year, but has Edwards given them hope, however improbable? He lost his opening eight games after replacing Vitor Pereira in November, taking a first point in a draw at Manchester United in December. Since then, including the result at Old Trafford, Wolves have earned 13 points in 12 games. It is not enough to put them within touching distance of safety given the gap - which grew to 16 points at one stage - but 13 points is the same haul as Brighton and Newcastle in that time, and two short of fourth-placed Aston Villa. Wolves are 12th in the form table over the past five games and 15th over the past 10. They have lost five of their past 15 games in all competitions, a significant upturn after losing 17 of their opening 21 this season. In Tuesday's 2-1 win over Liverpool they restricted the misfiring champions to 0.62 xG (expected goals). Only leaders Arsenal have managed to limit Liverpool to fewer chances in open play, with 0.28 xG in the Reds' past 16 games. Liverpool gained revenge in Friday's 3-1 FA Cup victory. Running stats have also improved considerably and Wolves have outrun Liverpool, Chelsea, United, Everton, West Ham, Forest and Villa since the change in management. Previously, the squad had managed it only twice, including running only 180m more than Brighton during their 1-1 draw in October. The squad covered 113,508m in this month's home win over Villa, the fifth highest of the season, having run 114,427m coming from 2-0 down to draw 2-2 with Arsenal at Molineux. That was the second highest mark of the season and collectively they are running 7.8k on average higher - around an hour for a midfielder - under Edwards. With the former Middlesbrough boss, who gave up a Championship promotion campaign for a relegation battle, Wolves now also commit the most fouls in the league per game, having previously been in the bottom two. "We have a bare minimum - our non-negotiables," said Edwards. "Sprint recoveries, ...
Unusual Machines press release ( UMAC ): FY GAAP EPS of -$0.74 misses by $0.21 . Revenue of $11.2M (+100.0% Y/Y) beats by $1.33M . The firm had approximately $103.3 million of cash as of December 31, 2025 as compared to $3.7 million as of December 31, 2024. More on Unusual Machines Unusual Machines: A Speculative Bet Supported By Solid Fundamentals Unusual Machines: The Growth Story Is Strong (Rat...
Unusual Machines press release ( UMAC ): FY GAAP EPS of -$0.74 misses by $0.21 . Revenue of $11.2M (+100.0% Y/Y) beats by $1.33M . The firm had approximately $103.3 million of cash as of December 31, 2025 as compared to $3.7 million as of December 31, 2024. More on Unusual Machines Unusual Machines: A Speculative Bet Supported By Solid Fundamentals Unusual Machines: The Growth Story Is Strong (Rating Upgrade) U.S. drone market faces shake-up after FCC ruling, Needham says Seeking Alpha’s Quant Rating on Unusual Machines Historical earnings data for Unusual Machines
Vinva Investment Management Ltd cut its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 9.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 58,287 shares of the company's stock after selling 5,820 shares during the quarter. Vinva Investment Management Ltd's holdings in Palantir Technologi...
Vinva Investment Management Ltd cut its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 9.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 58,287 shares of the company's stock after selling 5,820 shares during the quarter. Vinva Investment Management Ltd's holdings in Palantir Technologies were worth $10,249,000 at the end of the most recent quarter. Get Palantir Technologies alerts: Sign Up Other institutional investors have also modified their holdings of the company. LFA Lugano Financial Advisors SA purchased a new position in Palantir Technologies in the second quarter valued at approximately $27,000. Bare Financial Services Inc lifted its position in Palantir Technologies by 54.5% during the third quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after buying an additional 55 shares in the last quarter. Delos Wealth Advisors LLC purchased a new stake in Palantir Technologies during the second quarter worth approximately $29,000. Zeit Capital LLC purchased a new stake in Palantir Technologies during the second quarter worth approximately $30,000. Finally, Financial Consulate Inc. acquired a new stake in shares of Palantir Technologies in the third quarter worth $30,000. Hedge funds and other institutional investors own 45.65% of the company's stock. Analysts Set New Price Targets A number of equities analysts have recently commented on PLTR shares. Northland Securities raised shares of Palantir Technologies from a "market perform" rating to an "outperform" rating and set a $190.00 target price on the stock in a research note on Tuesday, February 3rd. Citigroup upped their price target on shares of Palantir Technologies from $235.00 to $260.00 and gave the stock a "buy" rating in a research report on Tuesday, February 3rd. Piper Sandler reiterated an "overweight" rating and issued a $230.00 price target on...
RB Global ( RBA ) has authorized a new $500M share repurchase program. The expected repurchases under the share repurchase program will be funded using the Company’s cash reserves or its senior credit facility. RBA +2.9% premarket to $107.25 Source: Press Release More on RB Global RB Global, Inc. (RBA) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript RB Global, In...
RB Global ( RBA ) has authorized a new $500M share repurchase program. The expected repurchases under the share repurchase program will be funded using the Company’s cash reserves or its senior credit facility. RBA +2.9% premarket to $107.25 Source: Press Release More on RB Global RB Global, Inc. (RBA) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript RB Global, Inc. 2025 Q4 - Results - Earnings Call Presentation RB Global, Inc. (RBA) Q4 2025 Earnings Call Transcript RB Global to acquire Bigiron RB Global outlines 5–8% GTV growth target for 2026 with focus on market share gains and AI-driven initiatives
Nvidia (NVDA 2.94%) isn't just a company that makes graphics processing units (GPUs). It also invests in other tech companies that it sees potential in, and one of those was Applied Digital (APLD 10.50%). However, Nvidia recently sold its entire stake in the data center operator, which seems like a huge red flag. Is there something else going on here? Or do investors have a reason to be concerned ...
Nvidia (NVDA 2.94%) isn't just a company that makes graphics processing units (GPUs). It also invests in other tech companies that it sees potential in, and one of those was Applied Digital (APLD 10.50%). However, Nvidia recently sold its entire stake in the data center operator, which seems like a huge red flag. Is there something else going on here? Or do investors have a reason to be concerned by Nvidia's latest move? Portfolio adjustments aren't uncommon for Nvidia We know Nvidia's investment activity because it has a portfolio of equity investments greater than $100 million. As a result, it is required to file a Form 13F with the Securities and Exchange Commission to disclose its end-of-quarter holdings 45 days after each quarter ends. So, the information that we know now reflects its portfolio as of Dec. 31, 2025. As of the end of the third quarter, Nvidia owned around 7.7 million shares of Applied Digital, a stake valued at about $177 million at the time. However, it sold all of those shares during Q4. While investors may be concerned about what led Nvidia to unload that stake, such moves aren't uncommon for the chipmaker. It closed its similarly sized position in ARM Holdings last quarter as well. And at the start of 2025, it did the same thing with its stake in SoundHound AI. Yet just because Nvidia isn't always a long-term investor in tech companies doesn't mean that you can't be. The future is still bright for Applied Digital, which builds and operates high-performance computing data centers. The artificial intelligence (AI) infrastructure buildout is continuing at a strong pace as demand for processing power is high, and the data centers that Applied Digital is building are in huge demand. Furthermore, these data centers will provide monster cash flows over the next few years once the buildout is complete. That should result in the stock being a successful investment, as long as Applied Digital can establish itself as a top option for those seeking AI pr...