Qualcomm's Robotics Push Could Be Bigger Than the Market Thinks MarketBeat

Getty Images I previously covered BigBear.ai Holdings, Inc. ( BBAI ) in November 2025, discussing how their intensified push into the border control/defense-related AI capabilities had directly differentiated them from other AI SaaS stocks. Despite the potentially robust long-term prospects, I had also believed that the stock's outsized rally and the management's lowered FY2025 guidance had triggered a minimal margin of safety at prior levels, with it resulting in my reiterated Hold rating then. In this article, I shall discuss why I am reiterating my Hold rating for the BBAI stock, since the steep meltdown has yet to improve its risk/reward ratio, as observed in the still expensive valuations, the potential volatility from the elevated short interest ratio, and the notable equity dilution from the recent Note 2029 settlement/capital raises. This is worsened by their inherent reliance on the federal sector as they deepen their defense and border control capabilities through new partnerships/acquisitions, with it posing risks to its future monetization cadence. Defense & Border Control Capabilities BBAI 1Y Stock Price (TradingView) Since my last Hold rating, BBAI has indeed underperformed as posited, with the stock losing -40% of its value against the wider market at 0%, with a similar development also observed in many of its AI SaaS peers in varying degrees. Part of the headwinds may be attributed to the AI Claude hysteria, as the market fears grow surrounding the SaaS sector's growth headwinds, since " autonomous AI agents that perform tasks without humans in the loop in particular—threaten to break that model because the technology can automate some of the work typically done by the people using SaaS products. That means an SaaS vendor may end up with fewer users to license and charge." At a time when AI is increasingly seen as a potential SaaS disruptor, it is unsurprising that the market has decided to "punish first and ask questions later," as similarly observe...

Beijing has set a relatively cautious yet pragmatic economic growth target for 2026 amid persistent domestic headwinds and escalating external pressures. A 4.5 to 5 per cent GDP growth target – the lowest since 1991 – was announced by Premier Li Qiang on Thursday at the opening session of the National People’s Congress (NPC), China’s top legislature. In delivering his annual government work report , Li reaffirmed Beijing’s aim for stronger economic growth where conditions allowed. Advertisement He emphasised that it would “strive for better results in practice” to align with the goal of doubling the 2020 per capita gross domestic product and realising medium- to long-term economic potential. 02:16 Chinese premier sets 2026 GDP growth target at 4.5-5% Chinese premier sets 2026 GDP growth target at 4.5-5% The world’s second-largest economy expanded by 5 per cent last year, meeting the “around 5 per cent” official target amid a tariff war with the United States and a property market downturn at home. Advertisement

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AI has investors in a roil again--this time over ... a blog post? The article in question--written by Citrini Research and posted on Substack--was fear-based (to say the least!). It essentially argued that AI was going to cause a "jobs apocalypse," wiping out demand and taking the economy down with it. It was pure science fiction. But it was enough to wipe $2 trillion from stocks in one day on February 22. And it comes after the same sorts of fears have hit software stocks, IT-security stocks and even logistics stocks over the last few weeks. It's one of the most absurd panics I've ever seen, frankly. But these kinds of silly drops are good for us closed-end fund (CEF) investors, since they often serve up temporary discounts on these 8%-payers. We also like the fact that many CEFs are tied to AI's growth through infrastructure: They hold companies that provide the data centers, industrial spaces and offices AI providers need to grow. That's a far better setup than trying to get in on the next OpenAI or Anthropic. AI Is Not the Terminator--It's a Tool The "logic" behind this Substack post was swiftly debunked by former Fed governor Christopher Waller (who simply replied that AI is a "tool"), economics professor Alex Imas and hedge fund Citadel Securities. Citadel, in fact, pointed out that one area where AI is replacing tasks the most--coding and making apps--is actually seeing a sharp increase in job postings, not a decrease. This again shows that AI (in reality, not sci-fi) stands to raise demand for workers over time. Source: Citadel Securities We actually discussed this in an article published on Contrarian Outlook last week. In fact, if you're a CEF Insider member, you may recall that we've been talking about this point--that AI is mainly a productivity tool--since 2020. As we wrote in the September 2020 issue of CEF Insider: "Some companies, like insurance firms, will profit from artificial intelligence as this technology improves underwriting, lowers risk and ...

3月5日是裁軍和不擴散宣傳國際日，由聯合國訂立，旨在提高公眾對裁軍問題的認知。「裁軍」是指國家有計劃地裁減武裝部隊和軍備，以促進國際和平。但近年國際關係緊張，有學者指國與國之間缺乏互信，令這種理想化的情況難以實現。 ▌ 學者指各國近年無意裁軍 英國智庫國際戰略研究所2026年的報告指出，全球國防開支在2025年，增長至2.63萬億美元，同比增長2.5%。港大政治與公共行政學系名譽教授盧兆興指，近年包括西方多國裁軍「得個講字」。 ➤ 美國： 美國和俄羅斯在2010年簽署《新削減戰略武器條約》，旨在限制兩國部署的核彈頭及運載工具數量。2021年，美國前總統拜登和俄羅斯總統普京，把條約延期五年。條約規定，雙方部署的戰略核彈頭數量上限，為1,550枚。 但今年2月5日，條約到期失效。特朗普批評條約的條款差，以及違約情況嚴重，認為與其延長舊條約，不如著手制定經改良的新條約。但至今仍未見有新條約出爐。 美國近年亦研發新一代洲際彈道導彈「哨兵」等。 盧兆興指，特朗普的意識形態是「美國優先」，希望維持美國在全球的軍事霸權，因此不想被相關條約限制美國核武發展。 ➤ 俄羅斯： 2023年，俄羅斯宣布暫停履行《新削減戰略武器條約》，總統普京說，是因為美國要求俄羅斯履行條約，但美國自己則隨心所欲。但他指俄方並非退出，亦無意部署超出條例限制的核武。 盧兆興分析指，如果俄方履行條約，就要維持國內核武情況的透明度，定期接受核查，假如被發現核武數量超出上限，便要銷毀部分核武，而這是俄方不願意的。 國際戰略研究所指，2025年俄羅斯國防開支，佔其GDP的7.3%以上，是2021年3.6%的兩倍多。俄羅斯近年亦研發和試射，新一代「薩爾馬特」洲際彈道導彈，聲稱能攜帶10枚或更多核彈頭。 ➤ 中國： 內地近年多次表示，奉行「不首先使用核武器」政策，去年發表新時代的中國軍控、裁軍與防擴散白皮書，指出中國發展核武不是為了威脅他國，而是為了自衞。 斯德哥爾摩國際和平研究所的報告稱，中國是近年核武數量增加，2023年起每年增加約100枚核彈頭，截至2025年1月，總數約有600枚。 內地2015年宣布，把中國軍隊總人數由230萬減少至200萬，至2017年完成，主要減少非戰鬥人員。盧兆興指，這種裁軍並不會令軍力減少，反而是一種「精兵制」，即是裁走較年老或戰力較弱的人員，再配合科技應用，增強整體軍力。他指現時任何國...

When investors think about MercadoLibre (MELI +1.76%), the debate usually centers on the next quarter: margins, shipping subsidies, competition in Brazil, and credit growth trends. But short-term volatility rarely defines long-term winners. A more helpful question is this: Where could MercadoLibre realistically be by 2029? Not in terms of stock price, but in terms of identity, profitability, and strategic position. Three potential paths stand out. Scenario 1: The durable Latin American compounder The most likely outcome is not dramatic but a result of disciplined execution. In this scenario, MercadoLibre continues to grow revenue at 20% to 25% annually. E-commerce penetration rises steadily in Brazil and Mexico. Mercado Pago deepens its presence in everyday transactions. Credit growth moderates but remains controlled. Most importantly, margins stabilize. Logistics efficiency improves with scale. Advertising becomes a larger revenue contributor, and fintech begins offsetting thinner marketplace spreads. Operating leverage returns gradually but consistently. In short, three years from now, MercadoLibre looks less like a volatile growth stock and more like regional digital infrastructure. It becomes: The default marketplace for Latin America's middle class. A leading digital wallet embedded in daily life. A logistics backbone serving millions of small merchants. The "hyper-growth premium" fades, but earnings visibility improves over time, and free cash flow expands. This is the base case of steady compounding. Expand NASDAQ : MELI MercadoLibre Today's Change ( 1.76 %) $ 31.17 Current Price $ 1800.20 Key Data Points Market Cap $90B Day's Range $ 1769.74 - $ 1802.55 52wk Range $ 1654.24 - $ 2645.22 Volume 2.7K Avg Vol 587K Gross Margin 44.50 % Scenario 2: Fintech becomes the real deal The upside case is more asymmetric. In this 2029 version, Mercado Pago overtakes commerce as the strategic driver. Payments scale far beyond marketplace transactions. Offline adoption accel...

Popular 6.375 PFD A shares ( BPOPO ) declares $0.1328/share monthly dividend , in line with previous. Forward yield 6.29% Payable March 31; for shareholders of record March 15; ex-div March 12. See BPOPO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Popular Popular, Inc. 2025 Q4 - Results - Earnings Call Presentation Popular: Solid Q4 2025 Earnings And Undemanding Valuation Popular, Inc. (BPOP) Q4 2025 Earnings Call Transcript Popular GAAP EPS of $3.53 beats by $0.49, revenue of $823.84M misses by $1.73M Seeking Alpha’s Quant Rating on Popular

中国总体电力供应充足，但算力需求与电力供给存在空间错位，电力价格持续上涨也推高了全社会用算成本 人大代表杨剑宇。 【财新网】 算力的尽头是电力，如何保障能源供给，特别是清洁电力的可获得性，对于发展AI产业至关重要。3月5日，全国人大代表、浙江移动总经理杨剑宇建议，从加强电力保供、落实电力优惠等方面入手，加快推动算力、电力协同发展。 随着生成式AI、大模型等技术飞速发展，智算中心成为资本竞逐的领域，包括字节跳动、阿里、腾讯等互联网巨头均在数据中心方面持续投入。Omdia数据中心首席分析师王珅曾测算，上述三家科技企业2025年在数据中心上的投资至少要翻1-2倍。

Closed-End Strategy: Senior Loa (ISLLMX) 持股 Yahoo 財經

CleanSpark ( CLSK ) on Thursday announced February 2026 bitcoin production of 568 tokens, compared to 573 produced in January 2026. The Henderson-based bitcoin miner's average bitcoin production came to 20.29 tokens in February. Peak single-day Bitcoin production stood at 23.84 in February. Average operating hashrate for the month was 43.2 EH/s. CleanSpark held 13,363 bitcoins as of February 28, 2026. The company sold 553.02 tokens for an average price of $66,279. Proceeds from the sale were $36.65M. Source: Press release More on CleanSpark CleanSpark Gets Attention For The Wrong Reasons, It's The Transition That Matters Tradr ETFs to launch leveraged ETFs linked to CLSK, COHR, LEU CleanSpark tops crypto firms with $2B+ market cap in short interest as of mid-February

Image source: The Motley Fool. Thursday, March 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Robert E. Claypoole Chief Financial Officer — Mark L. Singleton Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $158 million for the quarter, up 3% and reflecting 10% organic growth after adjusting for prior-year advanced sales, with one additional selling day versus the prior year. -- $158 million for the quarter, up 3% and reflecting 10% organic growth after adjusting for prior-year advanced sales, with one additional selling day versus the prior year. Pain Treatments Segment -- Segment advanced 15%, with volume rather than price as the principal driver, and Duralane led growth due to continued market shift toward single-injection therapy. -- Segment advanced 15%, with volume rather than price as the principal driver, and Duralane led growth due to continued market shift toward single-injection therapy. Restorative Therapies -- Segment revenue declined 26%, with a divestiture of the Advanced Rehabilitation business cited as the full cause; organic revenue growth excluding this business was 10%, led by Exagen performance. -- Segment revenue declined 26%, with a divestiture of the Advanced Rehabilitation business cited as the full cause; organic revenue growth excluding this business was 10%, led by Exagen performance. Surgical Solutions (Ultrasonics) -- Segment reported a tough year-over-year comparison due to a prior record in capital equipment sales; this year’s generator revenue was still the third-highest on record, setting up disposable growth in the following year. -- Segment reported a tough year-over-year comparison due to a prior record in capital equipment sales; this year’s generator revenue was still the third-highest on record, setting up disposable growth in the following year. International Segment -- Segment revenue was flat, but organic growth was 10% during the quarter, and 11% for the year, attri...

MFA Financial ( MFA ) declares $0.36/share quarterly dividend , in line with previous. Forward yield 14.13% Payable April 30; for shareholders of record March 31; ex-div March 31. See MFA Dividend Scorecard, Yield Chart, & Dividend Growth. More on MFA Financial MFA Financial: A Look At Their Latest Results And Impact On Baby Bonds MFA Financial, Inc. 2025 Q4 - Results - Earnings Call Presentation MFA Financial, Inc. (MFA) Q4 2025 Earnings Call Transcript MFA Financial outlines capital redeployment and expense reduction targets as preferred issuance and buybacks continue MFA Financial declares $0.36 dividend

文章提及标的 沃尔玛 -- 沃尔玛（WMT）美股盘前跌超2%，现报125.0美元。

‘Hitting the Wall,’ Says Investor About Nvidia Stock TipRanks

文章提及标的 博通 -- 博通（AVGO）美股盘前涨超3%，现报329.792美元。

Pressmaster/iStock via Getty Images QXO Inc. ( QXO ) is rapidly evolving into a scaled building products distribution platform following the Beacon (and an upcoming Kodiak Building Partners) acquisition and a major balance sheet reset in 2025. Revenue scale and EBITDA generation profiles have meaningfully changed, and QXO now has significant access to acquisition capital too. QXO is building a large distribution platform focused on construction and building materials. The company supplies products such as roofing, exterior materials, structural components, and other building supplies to contractors and builders. So, the growth will likely come from acquisitions that expand product offerings and geographic reach. The challenge in investing in QXO at the moment is understanding the balance of valuations and risks to what the valuation expectations already embed. That includes successful integrations and margin expansion - and we do not have that data or any indicative trends that can enable a high-conviction buy as QXO goes through a heavy execution cycle. Margin expansion is not yet proven. Integration complexity will only increase if acquisitions ramp up. The capital structure also carries meaningful preferred obligations that absorb a portion of earnings. That implies a wait-and-watch approach, especially with valuations already embedding a favorable multi-year execution trajectory - and in a market where long-duration growth is generally being seen as difficult to underwrite. Overall, QXO does look like it is in the middle of a credible platform formation phase in a large addressable market; the operating proof is still developing. I would rate this a Hold, with speculative Buys on pullbacks or further proofs of execution emerging. In this thesis, I will walk through where the exact spotlight is on, and where I lack the conviction to buy. Current Status and Implications QXO's numbers used in this analysis begin in mid-2025, when its profile effectively altered bot...

Canadian Imperial Bank of Commerce ( CM ) on Thursday announced its intention to redeem all $1 billion of its 1.96% debentures due April 21, 2031. In accordance with their terms, the Debentures will be redeemed at 100% of their principal amount on April 21, 2026, together with accrued and unpaid interest up to but excluding the redemption date. Interest on the Debentures will cease to accrue from and after the redemption date. CM -0.63% premarket to $100.54. Source: Press Release More on Canadian Imperial Bank of Commerce Canadian Imperial Bank of Commerce 2026 Q1 - Results - Earnings Call Presentation Canadian Imperial Bank of Commerce (CM:CA) Q1 2026 Earnings Call Transcript Canadian Imperial Bank of Commerce: I'll Get Some, But Not Yet CIBC stock gains after Q1 earnings reflect sturdy growth across business lines Canadian Imperial Bank beats Q1 street views

(RTTNews) - CVS Health Corp. (CVS) and Google Cloud announced Thursday a new strategic partnership that will focus on reimagining health care experiences, increase consumer engagement, and ultimately support better health outcomes. Central to the partnership is CVS Health's launch of Health100, a health technology services subsidiary, that will deliver an integrated health care engagement platform for consumers, regardless of which pharmacy, care provider, medical insurance company, pharmacy benefits manager and digital health solution providers they use. The Health100 consumer engagement platform will use built-in agentic AI, to provide a real-time, omni-channel experience. The platform is being developed to enable consumers to take full ownership of their health and care, provide real-time proactive support to stay on track to achieve better health. It will also offer faster and expanded access to care, empower users with cost transparency and ways to reduce out-of-pocket spend, and eliminate stressful health care homework. Health100 also will serve as the conduit to pharmacist-led care management to leverage an integral, underutilized and trusted clinical touch point. Health100 will be supported by Google Cloud's secure, enterprise-ready platform and AI technologies, including Gemini models, Cloud Healthcare API, and BigQuery. Google Cloud's data governance and privacy policies are designed to ensure customers retain control over their data. For health care settings, this means access to and use of patient data is protected through Google Cloud's infrastructure and secure data storage, The initial launch of Health100 will be in 2026, with plans to allow other health innovators to build specialized applications as part of an open ecosystem approach. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

据报道，Rivian正计划凭借即将推出的R2 SUV，实现美国市场上最快的全电动车新车型上市之一。 如果Rivian成功，这将为公司创始人兼首席执行官RJ Scaringe所称的“也许是我们迄今推出的最重要产品”带来一个强劲的开局。 公司也几乎承受不起失败的代价。Rivian的未来——以及实现盈利的可能性——都取决于R2的表现。如果该车型在产量和销量提升方面遇到困难，股东可能会撤离。至少，这将引发外界对公司当前战略的质疑，即在当下投入数十亿美元资金，为未来大规模进入大众市场做准备。 Rivian上个月向投资者表示，预计今年将销售2万至2.5万辆R2，并计划在生产启动后，于6月开始向客户交付首批SUV。即便只达到这一目标区间的下限，其销售速度也将超过所有售价6万美元及以下的同类电动车，唯一例外是 特斯拉 Model Y。 特斯拉Model Y于2020年3月推出，仅用了大约4个月时间，销量便突破2万辆。而Rivian的目标是在约6个月内达到这一销售规模，大致与本田Prologue在2024年上市后达到这一里程碑所用的时间相当。 在美国市场销量最快突破2万辆的电动汽车中，速度第二快的是雪佛兰Equinox EV，该车于2024年上市，用时约8个月达成这一成绩。 责任编辑：陈钰嘉

Image source: The Motley Fool. Thursday, March 5, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Beth Gerstein Chief Financial Officer — Jeffrey Kuo Takeaways Net Sales -- $124.4 million for the quarter, representing 4.1% year-over-year growth and marking the highest quarterly net sales in company history. -- $124.4 million for the quarter, representing 4.1% year-over-year growth and marking the highest quarterly net sales in company history. Full-Year Net Sales -- $437.5 million, a 3.6% increase year over year. -- $437.5 million, a 3.6% increase year over year. Gross Margin -- 55.9% for the quarter, down 370 basis points year over year due to significantly higher metal prices and tariff headwinds. -- 55.9% for the quarter, down 370 basis points year over year due to significantly higher metal prices and tariff headwinds. Adjusted EBITDA -- $4.2 million for the quarter (3.3% margin), with full-year adjusted EBITDA of $12 million (2.7% margin). -- $4.2 million for the quarter (3.3% margin), with full-year adjusted EBITDA of $12 million (2.7% margin). Total Orders -- 6.5% year-over-year increase for the quarter and 13% growth for the year. -- 6.5% year-over-year increase for the quarter and 13% growth for the year. Repeat Orders -- 15% year-over-year increase for the quarter and 13% growth for the year. -- 15% year-over-year increase for the quarter and 13% growth for the year. Average Order Value (AOV) -- $2,001 for the quarter, down 2.3% year over year, and $2,082 for the full year, down 8.2% year over year; driven by higher fine jewelry mix, which typically carries a lower price, despite higher ASPs within assortments. -- $2,001 for the quarter, down 2.3% year over year, and $2,082 for the full year, down 8.2% year over year; driven by higher fine jewelry mix, which typically carries a lower price, despite higher ASPs within assortments. Fine Jewelry Mix -- Reached 23% of bookings for the quarter and 17% for the year; Q4 fine jewelry bookings grew...

Shares of Qualcomm Inc. QCOM were trading just below $140 early in the week, down approximately 25% from their January high. While they’d been under pressure since before Christmas, much of the recent decline followed weak forward guidance in the company’s latest earnings report. That said, the tech giant has posted modest gains since its early-February low, but the move looks more like consolidation than the start of a major comeback. For many investors, Qualcomm still carries the stigma of being overly dependent on smartphones at a time when the broader semiconductor industry is being defined by data center artificial intelligence demand. Yet a new narrative may be quietly forming that challenges that assumption. Qualcomm's New Growth Story Beyond Smartphones In comments earlier this week, Qualcomm’s CEO, Cristiano Amon, pointed to robotics as a major opportunity for the company’s next phase of growth. Speaking about the evolution of AI-enabled devices, Amon said he expects robotics to “start to get scale within the next two years.” That remark may not seem revolutionary on its own, but it fits into a broader shift in Qualcomm’s strategy. The company has spent the past several years trying to diversify beyond smartphones, building new revenue streams in automotive chips, Internet of Things (IoT) devices, and edge AI computing. Robotics could become the next extension of that push. Qualcomm has already introduced specialized processors designed for robotics systems, applying the same architecture principles that made its Snapdragon chips dominant in mobile devices. The idea is simple: robots, industrial machines, and autonomous systems require exactly the type of low-power, high-performance computing Qualcomm specializes in. If robotics adoption accelerates over the next decade, that positioning could prove extremely valuable. Why the Market Has Been Skeptical on QCOM However, despite that long-term opportunity, the market has remained cautious on Qualcomm—and for ...

格隆汇3月5日｜交易员增加欧洲央行利率押注，预计今年加息18个基点。

SANTIAGO, March 5 (Reuters) - Chile's state-owned Codelco, the world's largest copper producer, and Microsoft ‌signed a memorandum of understanding to evaluate ‌joint initiatives in artificial intelligence, advanced analytics, automation and digital ​security, the miner said on Thursday. KEY CONTEXT • The agreement will run for 18 months initially with joint governance for strategic and operational tracking. • Areas ‌include intensive data ⁠use, AI for decision-making, autonomous operations, automation of critical processes and cybersecurity ⁠strengthening. • The partnership envisions both companies participating in early testing of new solutions and the sharing ​international experiences. KEY ​QUOTES • "Working with a ​world-class technological leader like ‌Microsoft consolidates our leadership in the future of mining. Faced with an accelerated digital transformation, we have to process and consider large volumes of operational data," said Codelco CEO Ruben Alvarado. • "This ‌alliance with Codelco reflects the ​potential that artificial intelligence represents ​to advance development ​in the mining sector and ‌Chilean market, facilitating safer, more ​efficient and ​sustainable operations with a focus on people, productivity and long-term value for the company and ​country," said ‌Tito Arciniega, president of Microsoft Latin America. (Reporting ​by Fabian Cambero; Writing by Kylie Madry; ​Editing by Alexander Villegas)

Dürr Aktiengesellschaft press release ( DUERF ): Preliminary FY Non-GAAP EPS of €2.93 and Revenue of €4.48B. Preliminary Q4 Revenue of €1.12B. More on Dürr Aktiengesellschaft Dürr Aktiengesellschaft 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Dürr Aktiengesellschaft Historical earnings data for Dürr Aktiengesellschaft Dividend scorecard for Dürr Aktiengesellschaft Financial information for Dürr Aktiengesellschaft

格隆汇3月5日｜美国国家公路交通安全管理局(NHTSA)周四表示，福特将在美国召回604,533辆汽车，原因是挡风玻璃雨刷电机可能失灵，影响能见度，增加撞车风险。此次召回的车辆包括部分2020-2022年款的Explorer、Escape、Lincoln Aviator和Lincoln Corsair。该机构表示，经销商将根据需要免费检查和更换前雨刷电机。

Hi, it’s Manuel Baigorri in Hong Kong and Elffie Chew in Singapore, looking at some recent private equity deals in Southeast Asia that have helped lift activity in the region. Also today, bidding battles and fundraising in the aerospace and defense sector. Today’s top stories Arcline enters battle for UK aerospace supplier Senior. Medline’s buyout backers raise $3.1 billion in share sale. HK brokerages face licensing limbo Amid IPO quality crackdown. Germany’s KfW taps JPMorgan for potential KNDS stake deal. Ukraine battlefield tech firm UFORCE tops $1 billion valuation. Southeast strength Having watched private equity activity soar in Japan and India, and begin to gain momentum in other Asian hubs in China and Hong Kong, dealmakers in Southeast Asia have decided to get in on the action. There have been some chunky PE-led deals recently and more could be in the works. We’ve just reported that TPG is considering options for Asia OneHealthcare, including a sale or IPO that might value the Kuala Lumpur-based company at as much as $7.6 billion. TPG also recently agreed to sell a majority stake in XCL Education to KKR in a transaction valuing the school operator at about $1.3 billion. And KKR led a group that’s buying data center operator STT GDC for $5.2 billion. PE investing in Southeast Asia is being driven by structural growth themes, particularly rising income and consumption levels, greater demand for health-care services and digital infrastructure build-out, said Tom Kidd, head of Bain & Co.’s Southeast Asia Private Equity practice. The region is also continuing to benefit from supply-chain diversification, which is supporting capital inflows, he said, adding that exit conditions for PE firms are improving as well. “A key challenge remains—the backlog of PE-held companies awaiting exit, although we are beginning to see green shoots this year as the exit environment gradually improves,” he said. The shift is significant from last year, when deal activity in Southea...

INPLAY OIL CP (IPOOF) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +162.17%. A quarter ago, it was expected that this company would post earnings of $0.07 per share when it actually produced a loss of $0.13, delivering a surprise of -285.71%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. INPLAY OIL CP, which belongs to the Zacks Oil and Gas - Exploration and Production - Canadian industry, posted revenues of $58.45 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 3.27%. This compares to year-ago revenues of $56.03 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. INPLAY OIL CP shares have added about 31.4% since the beginning of the year versus the S&P 500's gain of 0.4%. What's Next for INPLAY OIL CP? While INPLAY OIL CP has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power ...