12963734/iStock Editorial via Getty Images Shell ( SHEL ) has committed to spend ~3.5B Brazilian reais ($666M) in ethanol producer Raizen, which it co-owns with Cosan ( CSAN ), Bloomberg reported Tuesday, citing comments from Cristiano Pinto da Costa, Shell's top executive in Brazil. "Negotiations remain active, with the goal of finding a structural and long-term solution for Raízen that is consis...
12963734/iStock Editorial via Getty Images Shell ( SHEL ) has committed to spend ~3.5B Brazilian reais ($666M) in ethanol producer Raizen, which it co-owns with Cosan ( CSAN ), Bloomberg reported Tuesday, citing comments from Cristiano Pinto da Costa, Shell's top executive in Brazil. "Negotiations remain active, with the goal of finding a structural and long-term solution for Raízen that is consistent with the constraints of each of the actors involved," Pinto da Costa said at a press conference in Rio de Janeiro. Raizen, one of the world's largest ethanol producers, is seeking new funding after being hit by high interest rates, weaker-than-expected harvests, and a series of investments that have yet to deliver meaningful returns. Shell ( SHEL ) expects Cosan ( CSAN ) to invest an equal amount, Pinto da Costa also said, adding the company is not opposed to a broader restructuring that could involve splitting Raizen's sugar and ethanol businesses from its fuel distribution operations, although the ideal solution is to first try to recapitalize the company. The executive also said the U.S.-Israeli conflict with Iran presents Brazil with an " enormous opportunity " to attract investments to develop its oil assets, noting the country's geopolitical stability and track record as a reliable oil producer give it an advantage over other nations. More on Shell and Cosan Shell: Integrated Gas Is In Demand Shell: Positioned To Benefit From A Potential Capital Rotation Into European Energy Cosan: End Of An Empire
Mikel Arteta has hit back at critics of Arsenal’s dependence on set-pieces, saying he is disappointed the Premier League leaders do not score even more goals from dead balls. Arteta’s side have a five-point lead thanks in part to their success at set-pieces. They equalled the Premier League season record for goals from corners by scoring two in the 2-1 win against Chelsea on Sunday, reaching 16 fo...
Mikel Arteta has hit back at critics of Arsenal’s dependence on set-pieces, saying he is disappointed the Premier League leaders do not score even more goals from dead balls. Arteta’s side have a five-point lead thanks in part to their success at set-pieces. They equalled the Premier League season record for goals from corners by scoring two in the 2-1 win against Chelsea on Sunday, reaching 16 for the campaign. But Arsenal’s excellence since Nicolas Jover took over as set-piece coach has sparked criticism of their reliance on the tactic. The debate on whether set-pieces are ruining football as a spectacle is raging, with the Liverpool head coach, Arne Slot, revealing he no longer enjoys watching some Premier League matches. The former Chelsea striker Chris Sutton, a Premier League winner with Blackburn, said Arsenal would be the “ugliest” champions if they clinch the title. Arteta is unrepentant, saying his only concern about set-pieces is making sure Arsenal are even more efficient with them. “I’m upset that we don’t score more, and that we concede as well,” he said before the game at Brighton on Wednesday. “We want to be the best and the most dominant team in every aspect of the game, and that’s the trajectory and the aim of this team, and as a club, we want to be the same. So we try to do that.” Asked whether he was surprised at the criticism aimed at his side, Arteta replied: “Part of the job.” City’s manager, Pep Guardiola, believes teams should focus on adapting to the set-piece strategy rather than complaining. Arteta, who worked under Guardiola at City before joining Arsenal, agrees with his fellow Spaniard’s assessment. “Now teams are adapting,” he said. “Chelsea, look at the quality that they have, the amount of set-pieces they score. Manchester United as well. I was at Man City, I used to work a lot on them.” Undeterred by the claims that Arsenal will be “ugly” champions, Arteta said: “I don’t know how you celebrate one goal different to another one. May...
亞冠精英聯賽｜墨爾本城1比1武里南聯 江原0比0町田澤維亞 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】亞冠精英聯賽16強首回合，墨爾本城主場補時入球，1比1逼和武里南聯。 分區聯賽階段交手，淺藍衫墨爾本城主場...
亞冠精英聯賽｜墨爾本城1比1武里南聯 江原0比0町田澤維亞 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】亞冠精英聯賽16強首回合，墨爾本城主場補時入球，1比1逼和武里南聯。 分區聯賽階段交手，淺藍衫墨爾本城主場贏過2比1，但這次就陷入苦戰，蘇派恩射近柱，門將艾德列治腳邊躺了個人都沒受影響，一樣救到。同樣窄位射近柱，墨爾本城門將柏德列比治就失球兼失威，被武里南聯的比蘇利37分鐘抽入。 門將大意，惟有寄望前線爭氣了，但換邊後換來激氣，馬古斯尤尼斯放尾柱，阿辛尼鏟射來遲半步，射了去廣告板，跪地低頭都沒用了。別太動氣，補時換入的馬斯奧幫到你。馬古斯尤尼斯終於做得成助攻，都要馬斯奧頂得精彩，補時5分鐘搶回入球，大大提升士氣。高興了，1比1完場，次回合作客泰國再鬥過。 白衫町田澤維亞作客FC江原，同樣和氣收場。上半場町田澤維亞攻勢較有威脅，但未能考驗江原門將朴青孝，換邊後江原搶回主動，希利爾最搶鏡，這球是差點尺寸，會愈來愈近了。展現功架，禁區外控定再轉身抽射，近了近了。希利爾幾乎為江原在16強首回合搶到優勢，直飛死角，只是被門將谷晃生救到，再撞中主場門柱出底線。0比0完場，次回合下星期二在日本上演。
Earnings Call Insights: Helios Technologies (HLIO) Q4 2025 Management View CEO Sean Bagan stated that "results finished ahead of recent expectations with all businesses reporting quarterly sales and earnings growth, leading to full year sales growth for the first time in 3 years while also delivering record free cash flow." Bagan highlighted that sales and orders accelerated in the second half of ...
Earnings Call Insights: Helios Technologies (HLIO) Q4 2025 Management View CEO Sean Bagan stated that "results finished ahead of recent expectations with all businesses reporting quarterly sales and earnings growth, leading to full year sales growth for the first time in 3 years while also delivering record free cash flow." Bagan highlighted that sales and orders accelerated in the second half of the year, attributing this to "the increasing impact of our go-to-market initiatives and our industry-leading innovative products." He noted the rollout of the next wave of products at the CONEXPO trade show and described 2025 as a turnaround year, overcoming macroeconomic challenges including extended contraction in PMI and industrial production, global tariffs, geopolitical uncertainty, and a weak consumer market. Bagan emphasized decisive actions in portfolio optimization, including the divestiture of Custom Fluid Power (CFP) and alignment of the Australian market with a new exclusive agreement, as well as the introduction of a new share repurchase program, resulting in 1% of shares repurchased in 2025. Leadership changes were reinforced, with Bagan named President and CEO, Billy Aldridge promoted to President of the Electronics segment, and Jeremy Evans promoted to CFO. CFO Jeremy Evans stated, "Fourth quarter sales were $211 million, up 17% compared with $180 million in the prior year period and above the expectations we laid out on our third quarter call." Evans detailed that on a pro forma basis, excluding CFP, sales for the quarter were up 29% year-over-year. Hydraulics sales were up 10% and Electronics up 31%. Gross margin expanded 350 basis points to 33.6%. Evans added, "Adjusted EBITDA in the quarter was 20.1%, our second quarter in a row back in the '20s." Outlook Evans outlined a 2026 net sales guidance of $820 million to $860 million, representing 6% growth at the midpoint on a pro forma basis. For Q1 2026, sales are expected in the range of $218 million to $2...
President Trump is trying to make it harder to vote. Here's why that matters Trump is promoting tighter restrictions on mail-in ballots as well as passage of the SAVE Act, which requires proof of citizenship to vote. UCLA professor Richard Hasen unpacks the ramifications. Politics President Trump is trying to make it harder to vote. Here's why that matters President Trump is trying to make it hard...
President Trump is trying to make it harder to vote. Here's why that matters Trump is promoting tighter restrictions on mail-in ballots as well as passage of the SAVE Act, which requires proof of citizenship to vote. UCLA professor Richard Hasen unpacks the ramifications. Politics President Trump is trying to make it harder to vote. Here's why that matters President Trump is trying to make it harder to vote. Here's why that matters Audio will be available later today. Trump is promoting tighter restrictions on mail-in ballots as well as passage of the SAVE Act, which requires proof of citizenship to vote. UCLA professor Richard Hasen unpacks the ramifications. Sponsor Message Sponsor Message
Douglas Rissing/iStock via Getty Images By James Picerno The ongoing US-Israel military strike on Iran remains a highly fluid situation, with the potential for significant fallout for the global economy and financial markets. The conflict is still evolving and so it’s difficult at this stage to develop reasonable forecasts of the war’s effects, but US recession risk was still subdued ahead of the ...
Douglas Rissing/iStock via Getty Images By James Picerno The ongoing US-Israel military strike on Iran remains a highly fluid situation, with the potential for significant fallout for the global economy and financial markets. The conflict is still evolving and so it’s difficult at this stage to develop reasonable forecasts of the war’s effects, but US recession risk was still subdued ahead of the attack that began on Saturday. The TMC Recession Probability Indicator (RPI) continues to reflect a low probability that an NBER-defined downturn has started or is imminent. The current estimate indicates a roughly 3% probability of contraction, based on data through Feb. 26 – an estimate that’s fallen slightly since our previous update three months ago. (RPI aggregates and processes data from three business-cycle indicators published by regional Fed banks — see here for details.) Focusing on recent history shows that the trend (50-period average) has edged higher recently, but it’s fair to say that the current level suggests a high probability that the economy’s current bias remains strongly skewed toward growth. The caveat is that RPI, and similar metrics, are designed to capture “normal” business-cycle fluctuations rather than so-called exogenous events, such as the military strike on Iran. To the extent that war will create headwinds for economic activity the transmission would likely come via an oil price shock. Roughly one-fifth to one-third of the world’s seaborne oil exports flow through the narrow Strait of Hormuz , the world’s most important (and potentially vulnerable) energy chokepoint. Iran has the ability to disrupt or close the strait, which could raise oil prices sharply as markets reprice the geopolitical oil premium. The risk of a protracted war that materially lifts energy prices for an extended period could raise recession risk. That possibility still looks low at the moment, even after factoring in the Iran-related threat and Monday’s sharp increase in ...
Vertigo3d/E+ via Getty Images Key Takeaways Markets: International equity markets generated strong returns in the fourth quarter, capping a year marked by shifting leadership and unusually wide style dispersion. The core benchmark MSCI EAFE Index rose 4.9% in the quarter to finish up 31.2% for 2025, outperforming the S&P 500 Index's gains of 2.7% for the quarter and 17.9% for the year. Internation...
Vertigo3d/E+ via Getty Images Key Takeaways Markets: International equity markets generated strong returns in the fourth quarter, capping a year marked by shifting leadership and unusually wide style dispersion. The core benchmark MSCI EAFE Index rose 4.9% in the quarter to finish up 31.2% for 2025, outperforming the S&P 500 Index's gains of 2.7% for the quarter and 17.9% for the year. International value had an even stronger year, with the MSCI EAFE Value Index returning 42.2%, handily outpacing its growth counterpart by over 2,100 bps, the widest dispersion among investment styles in the 50-year history of the index. Contributors: Holdings in Siemens Energy ( SMEGF ), Hitachi ( HTHIY ), Fujitsu ( FJTSF ). Stock selection in the IT, materials and consumer staples sectors. Detractors: Holdings in Daito Trust Construction ( DIFTY ), Sony ( SONY ) and Tencent ( TCEHY ). Stock selection in financials and real estate sectors and an underweight to the health care sector. Outlook: We enter 2026 with a more stable macro environment than this time last year. Inflation has moderated globally, giving central banks room to ease, while fiscal programs — from U.S. industrial and infrastructure spending to expanded European budgets and targeted Chinese stimulus — continue to support economic activity. With the effective U.S. tariff rate already having peaked, companies that absorbed tariff-related cost pressures in 2025 should lap those headwinds, creating modest tailwinds for growth. Top Equity Issuers (% of Total) Holding Portfolio Intesa Sanpaolo SpA ( ISNPY ) 3.24 Siemens Energy AG 3.20 Hitachi Ltd 3.19 Fujitsu Ltd 3.17 Siemens AG ( SIEGY ) 3.14 Lloyds Banking Group PLC ( LYG ) 2.86 Mitsubishi UFJ Financial Group Inc ( MUFG ) 2.61 AXA SA ( AXAHF ) 2.54 Airbus SE ( EADSF ) 2.48 KBC Group NV ( KBCSY ) 2.43 Click to enlarge Performance Review The Portfolios outperformed their benchmark in the fourth quarter, driven by stock selection in information technology (IT) and industrial...
Image source: The Motley Fool. Monday, March 2, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer — Hao-Yuan Chuang Chief Financial Officer — Tom Lin Chief Scientific Officer — Nathan Mata Chief Medical Officer — Hendrik Scholl Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Phase III DRAGON trial outcome -- Top-line results announced in December showed Tada...
Image source: The Motley Fool. Monday, March 2, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer — Hao-Yuan Chuang Chief Financial Officer — Tom Lin Chief Scientific Officer — Nathan Mata Chief Medical Officer — Hendrik Scholl Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Phase III DRAGON trial outcome -- Top-line results announced in December showed Tadaraben reduced the growth rate of atrophy in Stargardt disease by 36% versus placebo, meeting the study's primary efficacy endpoint. -- Top-line results announced in December showed Tadaraben reduced the growth rate of atrophy in Stargardt disease by 36% versus placebo, meeting the study's primary efficacy endpoint. DRAGON-2 enrollment -- DRAGON-2 study reached 72 enrolled subjects as of February 27, with final enrollment expected between 72 and 75. -- DRAGON-2 study reached 72 enrolled subjects as of February 27, with final enrollment expected between 72 and 75. PHOENIX trial completion -- Phase III PHOENIX trial for geographic atrophy completed enrollment with under 30 subjects. -- Phase III PHOENIX trial for geographic atrophy completed enrollment with under 30 subjects. Public offering proceeds -- Completed a $402 million public offering with over-allotment exercised in the fourth quarter, contributing to year-end liquidity. -- Completed a $402 million public offering with over-allotment exercised in the fourth quarter, contributing to year-end liquidity. Cash and equivalents -- Ended the year with $772.6 million in cash, cash equivalents, U.S. Treasury bills, and notes, up from $145.2 million at prior year end. -- Ended the year with $772.6 million in cash, cash equivalents, U.S. Treasury bills, and notes, up from $145.2 million at prior year end. Quarterly R&D expenses -- Research and development expenses totaled $14.6 million, compared to $7.3 million in the fiscal fourth quarter of 2024 (period ended Dec. 31, 2024); on a non-GAAP basis, $12.2 million versus $5.7 mill...
Earlier this week, Cathie Wood highlighted the intensifying competition for Nvidia Corp as ARK Investment Management forecasts that custom AI chips could command more than one-third of the compute market by the end of the decade. ARK Sees Custom Silicon Reshaping AI Compute Market Frank Downing, ARK's director of research for next-generation internet, said in a post on X that the firm expects "ove...
Earlier this week, Cathie Wood highlighted the intensifying competition for Nvidia Corp as ARK Investment Management forecasts that custom AI chips could command more than one-third of the compute market by the end of the decade. ARK Sees Custom Silicon Reshaping AI Compute Market Frank Downing, ARK's director of research for next-generation internet, said in a post on X that the firm expects "over a third of the compute market will be custom silicon by 2030." He defined custom as non-GPU chips — effectively alternatives to products from Nvidia and Advanced Micro Devices, Inc. — though he noted that industry lines are "blurring." non-GPU in this case I would say non-Nvidia/AMD but now that Nvidia effectively bought Groq lines are bluring Don't Miss: "Everyone knows Google's TPU, but Amazon is the sleeping giant that is waking up," Downing wrote. A chart shared by Downing shows traditional servers rapidly losing share to accelerated computing, with application-specific integrated circuits, or ASICs, gaining ground alongside GPUs through 2030. We predict that over a third of the compute market will be custom silicon by 2030. This announcement is another step in that direction. Everyone knows Google's TPU, but Amazon is the sleeping giant that is waking up. Have a blog coming soon that dives deeper into this. https://t.co/aR7QgFFcf7 pic.twitter.com/wuv6DwwJFP Trending: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook Wood amplified the message, sharing the post and adding: "Competition for Nvidia." Competition for Nvidia. https://t.co/siQ7FHsFta Amazon-OpenAI Deal Signals Shift Beyond Nvidia GPUs The comments follow a multi-year partnership between Amazon.com Inc. and OpenAI. Amazon committed up to $50 billion to the ChatGPT maker and expanded an existing compute agreement by $100 billion over eight years. A key element of the deal centers on OpenAI's use of Amazon's custom Trainium chips, including next-generation versions expected in...
Image source: The Motley Fool. March 2, 2026 Call participants President and Chief Executive Officer — Everett Cunningham Chief Financial Officer — Vandana Sriram Head of Investor Relations — Joshua Young Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $43.9 million, representing a 25% increase year over year and a 7% sequential rise. -- $43.9 million, r...
Image source: The Motley Fool. March 2, 2026 Call participants President and Chief Executive Officer — Everett Cunningham Chief Financial Officer — Vandana Sriram Head of Investor Relations — Joshua Young Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $43.9 million, representing a 25% increase year over year and a 7% sequential rise. -- $43.9 million, representing a 25% increase year over year and a 7% sequential rise. Organic Revenue -- Declined 22%. -- Declined 22%. Diagnostics Partner Revenue -- $3.1 million recognized; 25 active partnerships generated $9.6 million for the full year, up from $6 million prior year. -- $3.1 million recognized; 25 active partnerships generated $9.6 million for the full year, up from $6 million prior year. Simoa Revenue -- $27 million, reflecting a 22% organic decline compared to the previous year. -- $27 million, reflecting a 22% organic decline compared to the previous year. Spatial Revenue -- $17 million, down 23% year over year, including $2.5 million from a now-terminated diagnostic agreement; excluding that, Spatial declined 16%. -- $17 million, down 23% year over year, including $2.5 million from a now-terminated diagnostic agreement; excluding that, Spatial declined 16%. Instrument Revenue -- $6.1 million, made up of $3.2 million from Simoa and $2.9 million from Spatial platforms. -- $6.1 million, made up of $3.2 million from Simoa and $2.9 million from Spatial platforms. Instrument Placements -- 21 Simoa and 17 Spatial instruments placed; Simoa placements compared to 18 in the year-ago period. -- 21 Simoa and 17 Spatial instruments placed; Simoa placements compared to 18 in the year-ago period. Consumables Revenue -- $23 million, up $3.8 million sequentially, including $15.4 million from Simoa and $7.6 million from Spatial products. -- $23 million, up $3.8 million sequentially, including $15.4 million from Simoa and $7.6 million from Spatial products. Accelerator Lab Revenue -- $8...
The year hasn't started on a good note for Broadcom (AVGO 1.87%) investors. Shares of the chip designer have dropped 10% in 2026 as of this writing, well below the 10% jump in the PHLX Semiconductor Sector index this year. Broadcom's poor performance this year can be attributed to the negative sentiment surrounding artificial intelligence (AI) stocks, as concerns about the viability of the massive...
The year hasn't started on a good note for Broadcom (AVGO 1.87%) investors. Shares of the chip designer have dropped 10% in 2026 as of this writing, well below the 10% jump in the PHLX Semiconductor Sector index this year. Broadcom's poor performance this year can be attributed to the negative sentiment surrounding artificial intelligence (AI) stocks, as concerns about the viability of the massive spending on AI data centers have once again taken center stage. Additionally, the company's comments that the accelerating sales of its AI-related products will compress margins have been another headwind for the stock price of late. However, investors seem to be forgetting that Broadcom delivered record revenue in fiscal 2025 (which ended in November last year). Even better, the company is on track to deliver stronger growth this year. That's why it won't be surprising to see Broadcom stock getting a shot in the arm when it releases its first-quarter fiscal 2026 results on March 4. Broadcom's huge order book should help it beat expectations Broadcom's guidance calls for fiscal Q1 revenue of $19.1 billion, a potential increase of 28% from the year-ago period. However, the company finished fiscal 2025 with an impressive backlog of $162 billion, and $73 billion of that backlog was for its AI chips. Broadcom management added that it expects to clear the AI-related backlog over the next six quarters. That translates into a quarterly revenue run rate of just over $12 billion. So, don't be surprised if Broadcom exceeds its fiscal Q1 AI revenue guidance of $8.2 billion, which could pave the way for the company to deliver a larger increase in overall revenue. What's more, Wall Street is confident that Broadcom's growth will accelerate as the year progresses. This is evidenced by the company's fiscal 2026 revenue estimate of $97.6 billion, which would be an improvement of 53% over last year. For comparison, Broadcom's revenue in fiscal 2025 increased by 24%, suggesting its growth r...
Key Points Shares of Broadcom have been under pressure so far in 2026, but investors shouldn't ignore the impressive growth that the company has been clocking. Broadcom's growth is set to accelerate this year, followed by healthy improvements in its bottom line in the coming years. 10 stocks we like better than Broadcom › The year hasn't started on a good note for Broadcom (NASDAQ: AVGO) investors...
Key Points Shares of Broadcom have been under pressure so far in 2026, but investors shouldn't ignore the impressive growth that the company has been clocking. Broadcom's growth is set to accelerate this year, followed by healthy improvements in its bottom line in the coming years. 10 stocks we like better than Broadcom › The year hasn't started on a good note for Broadcom (NASDAQ: AVGO) investors. Shares of the chip designer have dropped 10% in 2026 as of this writing, well below the 10% jump in the PHLX Semiconductor Sector index this year. Broadcom's poor performance this year can be attributed to the negative sentiment surrounding artificial intelligence (AI) stocks, as concerns about the viability of the massive spending on AI data centers have once again taken center stage. Additionally, the company's comments that the accelerating sales of its AI-related products will compress margins have been another headwind for the stock price of late. 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 » However, investors seem to be forgetting that Broadcom delivered record revenue in fiscal 2025 (which ended in November last year). Even better, the company is on track to deliver stronger growth this year. That's why it won't be surprising to see Broadcom stock getting a shot in the arm when it releases its first-quarter fiscal 2026 results on March 4. Broadcom's huge order book should help it beat expectations Broadcom's guidance calls for fiscal Q1 revenue of $19.1 billion, a potential increase of 28% from the year-ago period. However, the company finished fiscal 2025 with an impressive backlog of $162 billion, and $73 billion of that backlog was for its AI chips. Broadcom management added that it expects to clear the AI-related backlog over the next six quarters. That translates into a quarterly revenue ...
The cost of booking the world’s biggest oil tankers on the industry’s benchmark route hit a fresh record as shipping traffic through the Strait of Hormuz remains all-but halted. Earnings for hauling crude from the Middle East to China exceeded $481,000 a day on Tuesday, according to the Baltic Exchange in London. As the US-Israeli war on Iran reverberates across the region, there remains significa...
The cost of booking the world’s biggest oil tankers on the industry’s benchmark route hit a fresh record as shipping traffic through the Strait of Hormuz remains all-but halted. Earnings for hauling crude from the Middle East to China exceeded $481,000 a day on Tuesday, according to the Baltic Exchange in London. As the US-Israeli war on Iran reverberates across the region, there remains significant uncertainty about tanker costs, given relatively few ships are transiting Hormuz each day and few new deals are being reported. Shipping costs were already soaring before the war due to rising global oil supplies and a South Korean shipowner snapping up vessels. The giant ships — called very-large crude carriers — can carry 2 million barrels at a time. The elevated costs are a boon to owners with ships on the water, but are a potential headache for oil traders trying to move barrels around the globe. Rates on the Middle East-to-China route have now quadrupled since mid-February. In the US, the price to hire a ship for an entire voyage from the Gulf Coast to Asia hit $26.9 million — the equivalent of more than $13 a barrel. The figure is the biggest share of West Texas Intermediate crude prices since 2020. ‘Everything Lit Up’: Trump’s War on Iran Rattles Energy Traders Shortage of Tankers in Persian Gulf Could Hit Oil Production Asian Oil Refiners Could Cut Run Rates on Hormuz Logjam A Huge Bet on Supertankers Reverberates Through the Oil Market
ASM International NV forecast revenue for the first quarter that beat analysts’ estimates, boosted by artificial intelligence-linked investments and expectations of strong China demand. The Dutch chip equipment maker anticipates revenue of €830 million ($962 million) in the January to March quarter, with a range of 4% above or below that level, according to a statement after market hours Tuesday. ...
ASM International NV forecast revenue for the first quarter that beat analysts’ estimates, boosted by artificial intelligence-linked investments and expectations of strong China demand. The Dutch chip equipment maker anticipates revenue of €830 million ($962 million) in the January to March quarter, with a range of 4% above or below that level, according to a statement after market hours Tuesday. That compares with the average €767 million analyst estimate, according to data compiled by Bloomberg. It also expects second quarter revenue higher than the current period, and sales in the second half to be higher than in the first. “We stand ready to support our customers as they expand capacity and drive innovation to meet the multi-year surge in AI datacenter demand,” Chief Executive Officer Hichem M’Saad said in the statement. The Almere, Netherlands-headquartered ASM, like the much larger Dutch lithography-gear maker ASML Holding NV , is a beneficiary of the investment boom in AI infrastructure. The rapid development of data centers has led to semiconductor manufacturers boosting capacity, in turn stoking demand for chip-equipment makers’ products. ASM makes tools that deposit thin film layers on wafers, a step that’s essential to the process of making chips. It is capitalizing on the industry’s shift to so-called ‘gate-all-around’ device architecture, where atomic layer deposition and epitaxy tool steps are needed to make more energy-efficient and capable chips. Taiwan Semiconductor Manufacturing Co. , one of ASM’s largest customers, in January outlined plans for as much as $56 billion in capital spending this year. ASM then announced a stronger-than-anticipated preliminary order intake for the fourth quarter, driven by “solid” bookings from logic customers and a rebound in demand from China. ASM said it now expects sales in China to increase in 2026, calling it “a notable improvement” from its prior forecast of a double‑digit decline. The company will stop disclosi...
Key Points PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp; the estimated transaction value was $3.64 million based on average prices during the fourth quarter. Meanwhile, the quarter-end position value fell by $3.44 million, reflecting both trading activity and changes in ConnectOne Bancorp’s stock price. PMC FIG Opportunities now holds 92,093 shares valued at $2.41 million, or 3....
Key Points PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp; the estimated transaction value was $3.64 million based on average prices during the fourth quarter. Meanwhile, the quarter-end position value fell by $3.44 million, reflecting both trading activity and changes in ConnectOne Bancorp’s stock price. PMC FIG Opportunities now holds 92,093 shares valued at $2.41 million, or 3.8% of AUM. 10 stocks we like better than ConnectOne Bancorp › PMC FIG Opportunities disclosed in a February 17, 2026, SEC filing that it sold 143,724 shares of ConnectOne Bancorp (NASDAQ:CNOB), an estimated $3.64 million trade based on quarterly average pricing. What happened According to a recent SEC filing dated February 17, 2026, PMC FIG Opportunities reduced its holdings in ConnectOne Bancorp (NASDAQ:CNOB) by 143,724 shares during the fourth quarter of 2025. The estimated transaction value was $3.64 million, calculated using the average closing price for the quarter. The fund’s remaining position was valued at $2.41 million at quarter’s end, down from the prior period, with the valuation shift reflecting both selling activity and stock price movement. What else to know The fund’s sale reduced its ConnectOne Bancorp stake from 8.8% to 3.8% of reportable AUM Top holdings after the quarter: NASDAQ:CCB: $4.95 million (7.8% of AUM) NASDAQ:TBBK: $4.78 million (7.5% of AUM) NYSE:SF: $3.94 million (6.2% of AUM) NASDAQ:NBN: $3.40 million (5.3% of AUM) NYSE:BAC: $3.24 million (5.1% of AUM) As of Tuesday, shares of ConnectOne were priced at $26.32, up about 4% year over year and well underperforming the S&P 500, which is instead up about 16%. Company overview Metric Value Revenue (TTM) $378.21 million Net Income (TTM) $80.44 million Dividend Yield 3% Price (as of Tuesday) $26.32 Company snapshot ConnectOne Bancorp offers commercial and consumer banking products, including loans, deposit accounts, and digital banking services. The firm serves small and mid-sized businesses, local p...
Amazon's (NASDAQ:AMZN) newly announced strategic partnership with OpenAI is a “positive proof point” for the competitive positioning in AI for its Amazon Web Services arm, Goldman Sachs said. The agreement includes an investment by Amazon of up to $50 billion and an expanded eight-year, $138...
Amazon's (NASDAQ:AMZN) newly announced strategic partnership with OpenAI is a “positive proof point” for the competitive positioning in AI for its Amazon Web Services arm, Goldman Sachs said. The agreement includes an investment by Amazon of up to $50 billion and an expanded eight-year, $138...
On February 17, 2026, PMC FIG Opportunities disclosed a new position in Northeast Bank (NBN 1.31%), acquiring 32,745 shares worth $3.40 million at quarter-end. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, PMC FIG Opportunities initiated a new position in Northeast Bank, acquiring 32,745 shares. The quarter-end value of the position stood at ...
On February 17, 2026, PMC FIG Opportunities disclosed a new position in Northeast Bank (NBN 1.31%), acquiring 32,745 shares worth $3.40 million at quarter-end. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, PMC FIG Opportunities initiated a new position in Northeast Bank, acquiring 32,745 shares. The quarter-end value of the position stood at $3.40 million. What else to know This was a new position for the fund, accounting for 5.35% of 13F reportable assets under management as of December 31, 2025. Top five holdings following the filing: NASDAQ:CCB: $4.95 million (7.8% of AUM) NASDAQ:TBBK: $4.78 million (7.5% of AUM) NYSE:SF: $3.94 million (6.2% of AUM) NASDAQ:NBN: $3.40 million (5.3% of AUM) NYSE:BAC: $3.24 million (5.1% of AUM) As of February 17, 2026, shares of Northeast Bank were priced at $120.52, up 15% over the past year. Company overview Metric Value Price (as of market close 2/17/26) $120.52 Market capitalization $961.47 million Revenue (TTM) $208.71 million Net income (TTM) $87.18 million Company snapshot Northeast Bank offers a range of deposit products, residential and commercial real estate loans, commercial and industrial loans, consumer loans, and small business administration loans, as well as digital and in-person banking services. The firm serves individual and corporate customers, with a focus on communities in Western, Central, and Southern Maine through a network of nine branches. Northeast Bank is a regional financial institution that differentiates itself through a diversified loan portfolio and a blend of traditional branch banking and digital services. Its strategy centers on serving local businesses and individuals, leveraging longstanding community relationships and a focused regional footprint. What this transaction means for investors Northeast Bank isn’t a traditional sleepy community lender. It’s a scaled national loan buyer with local deposits, and that makes this move particularl...