Key Points It's seeking $25 billiion in financing. This comprises eight tranches of varying coupons and maturities. 10 stocks we like better than Salesforce › After market close Wednesday, Salesforce (NYSE: CRM) priced a bond offering that will provide the monies for a massive share repurchase program. Since investors like such programs, particularly when they're huge, they snapped up the customer...
Key Points It's seeking $25 billiion in financing. This comprises eight tranches of varying coupons and maturities. 10 stocks we like better than Salesforce › After market close Wednesday, Salesforce (NYSE: CRM) priced a bond offering that will provide the monies for a massive share repurchase program. Since investors like such programs, particularly when they're huge, they snapped up the customer relationship management (CRM) company's stock the following day. It closed Thursday up nearly 3% in price. A seller and a buyer Salesforce divulged that the $25 billion in senior notes it is floating will comprise eight tranches. The coupons range from 4.5% to 6.7%, with the earliest note maturing on March 15, 2028, and the latest on March 15, 2066. The interest on all notes is to be paid semi-annually. 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 » All proceeds the specialized tech company receives from the issue will be devoted to share repurchases. Such buys will be made under an accelerated share repurchase (ASR) arrangement, under which unnamed investment banks are contracted to purchase Salesforce stock aggressively. The company added that the prepayment and initial share delivery under the ASR agreement is to occur by this coming Monday, March 16. That's a lot of red ink While large-scale (not to mention accelerated) share buyback programs can give a stock a nice boost when announced, I'd be a bit cautious here. $25 billion in debt is a significant amount to take on at once, even if some of those notes are very long-term, and the company has the resources to retire those borrowings over time. Personally, I like to see companies use large chunks of capital to improve their businesses rather than fund monster-scale share buyback initiatives. Still, this wouldn't dissuade me from owning Salesforce s...
Intro A month ago, when I analyzed the beaten‑down payment‑sector giants PayPal ( PYPL ) and Fiserv ( FISV ), I realized they weren’t the only fintech companies facing significant pressure. Reviewing the one‑year chart and comparing the biggest names in the payments space, I wrote, " PayPal, down 47%, ranks third from the bottom, almost on par with Shift4Payments ( FOUR ), which is down 51%." 1‑Ye...
Intro A month ago, when I analyzed the beaten‑down payment‑sector giants PayPal ( PYPL ) and Fiserv ( FISV ), I realized they weren’t the only fintech companies facing significant pressure. Reviewing the one‑year chart and comparing the biggest names in the payments space, I wrote, " PayPal, down 47%, ranks third from the bottom, almost on par with Shift4Payments ( FOUR ), which is down 51%." 1‑Year Chart of Peer Fintech Companies (Seeking Alpha) In addition to FOUR’s notably weak performance, Global Payments Inc. ( GPN ) also stood out within the peer group as the clear valuation outlier, trading at the lowest P/E multiples: GPN Lower P/E Multiples (Seeking Alpha) Given their weak stock performances but low valuation multiples, I decided to take a closer look at FOUR and GPN at the first opportunity to determine whether there are serious company‑specific reasons behind their sharp selloffs or whether the reaction might simply reflect a broader sector‑wide weakness, especially since leaders PayPal and Fiserv are also under significant pressure. The Similarities Between the Two GPN and FOUR are not truly comparable in scale. Global Payments is one of the largest payment processors in the world, handling about $3.7 trillion in gross payment volume following the Worldpay acquisition. FOUR, by contrast, is a much smaller, niche player focused on hospitality and experiences, processing just over $200 billion in volume. While historically centered in the U.S., it has recently expanded overseas, bolstering its global presence through last year’s acquisition of tax-free payments leader Global Blue. What the two companies do share—beyond similarly low valuation multiples—is their position in the same part of the payments value chain: both operate in the Acquiring segment, offering merchant solutions. The key difference lies in their strategic focus. Global Payments, as a leading global provider, offers broad, universal solutions across virtually all sectors, whereas FOUR con...
Korro Bio, Inc. (KRRO) came out with a quarterly loss of $5.32 per share versus the Zacks Consensus Estimate of a loss of $1.93. This compares to a loss of $2.26 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -175.08%. A quarter ago, it was expected that this company would post a loss of $2.61 per share when it act...
Korro Bio, Inc. (KRRO) came out with a quarterly loss of $5.32 per share versus the Zacks Consensus Estimate of a loss of $1.93. This compares to a loss of $2.26 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -175.08%. A quarter ago, it was expected that this company would post a loss of $2.61 per share when it actually produced a loss of $1.92, delivering a surprise of +26.44%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Korro Bio, Inc., which belongs to the Zacks Medical - Drugs industry, posted revenues of $1.29 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 13.87%. This compares to year-ago revenues of $2.27 million. The company has not been able to beat consensus revenue estimates 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. Korro Bio, Inc. shares have added about 46.8% since the beginning of the year versus the S&P 500's decline of 1%. What's Next for Korro Bio, Inc.? While Korro Bio, Inc. 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 of earnings estimate revisions....
Explore the exciting world of Capital One (NYSE: COF) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Jan. 28, 2026. The video was published on March 12, 2026. Should you buy stock in Capital One Financial right now? Befo...
Explore the exciting world of Capital One (NYSE: COF) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Jan. 28, 2026. The video was published on March 12, 2026. Should you buy stock in Capital One Financial right now? Before you buy stock in Capital One Financial, consider this: 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 » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Capital One Financial wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $511,735!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,140,464!* Now, it’s worth noting Stock Advisor’s total average return is 946% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 12, 2026. Anand Chokkavelu has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. Matt Frankel, CFP has positions in Capital One Financial. The Motley Fool recommends Capital One Financial. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
White House Disputes ABC Report Claiming Iran Wants To Launch Drones At West Coast Authored by Jack Phillips via The Epoch Times (emphasis ours), The White House and FBI on Thursday disputed claims of an internal government alert saying Iran wants to launch drones to attack the West Coast of the United States, saying that ABC News should move to retract its reporting. White House press secretary K...
White House Disputes ABC Report Claiming Iran Wants To Launch Drones At West Coast Authored by Jack Phillips via The Epoch Times (emphasis ours), The White House and FBI on Thursday disputed claims of an internal government alert saying Iran wants to launch drones to attack the West Coast of the United States, saying that ABC News should move to retract its reporting. White House press secretary Karoline Leavitt speaks during a news briefing in the James S. Brady Press Briefing Room of the White House in Washington on Feb. 18, 2026. Chip Somodevilla/Getty Images A report and social media post from ABC News on Wednesday said that the FBI warned police departments in California of the potential threat. The media outlet said it cited an FBI alert that its reporters reviewed. White House press secretary Karoline Leavitt wrote in an X post on Thursday, “No such threat from Iran to our homeland exists, and it never did.” Leavitt said the ABC News story and X post “should be immediately retracted ... for providing false information to intentionally alarm the American people.” “ They wrote this based on one email that was sent to local law enforcement in California about a single, unverified tip, ” she wrote. “The email even states the tip was based on *unverified* intelligence. Yet ABC News left out this critical fact in their story! WHY?” Responding to ABC, FBI spokesman Ben Williamson said that ABC’s report omitted the word “unverified” from the bulletin that was sent by the FBI to its local Joint Terrorism Task Forces partners. He included a screenshot of ABC’s report and a screenshot text of the FBI’s bulletin. “ We recently acquired unverified information that as of early February 2026, Iran allegedly aspired to conduct a surprise attack ” with drones targeting the United States from “an unidentified vessel,” the FBI bulletin stated, in part, according to his X post. The bulletin added the law enforcement bureau has “no additional information on the timing, method, ta...
The “two sessions” of China’s top legislative and political advisory bodies have concluded with the passage of major resolutions. A number of things set it apart. One is the endorsement by lawmakers of the nation’s 15th five-year plan – a road map with which Hong Kong is aligning its development. The other is that despite the distractions of war in the Middle East between rival power the United St...
The “two sessions” of China’s top legislative and political advisory bodies have concluded with the passage of major resolutions. A number of things set it apart. One is the endorsement by lawmakers of the nation’s 15th five-year plan – a road map with which Hong Kong is aligning its development. The other is that despite the distractions of war in the Middle East between rival power the United States and economic partner Iran, and the roller-coaster impact on the price of oil, China’s week-long, top political event passed smoothly. Perhaps most telling was Beijing’s approach to dealing with potential stresses on the bilateral relationship with the US. Despite the involvement of China’s interests in the war and the oil crisis, calm prevailed, with preparations continuing for President Donald Trump’s visit to Beijing, expected late this month . This resonates with the commitment to high-quality domestic development – good not only for China but the world. It benefits Hong Kong in particular. As long as China focuses on economic development, Hong Kong can leverage its unique strengths as a bridge to China’s economy to seize opportunities. Indeed, Hong Kong officials have spoken recently about the possible flow of capital into Hong Kong seeking a haven from the Middle East crisis. Advertisement Upon the closing of the two sessions, Chief Executive John Lee Ka-chiu pledged to turn the new roles designed for Hong Kong in the new development blueprint into concrete results for the city’s high-quality development and improvement of people’s livelihoods. The National People’s Congress also endorsed Premier Li Qiang’s government work report, which set this year’s gross domestic product growth target at 4.5-5 per cent – the lowest in more than three decades, reflecting both a complex external environment and greater emphasis on high-quality, sustainable development. This is in line with the growth rate needed to achieve Beijing’s goal of a moderately developed country by 2035...
(RTTNews) - The Japan stock market headed south again on Thursday, one day after ending the three-day losing streak in which it had tumbled almost 1,000 points or 2.8 percent. The Nikkei 225 now sits just above the 37,550-point plateau and the losses may accelerate on Friday. The global forecast for the Asian markets suggests caution ahead of key U.S. employment data later in the day. The European...
(RTTNews) - The Japan stock market headed south again on Thursday, one day after ending the three-day losing streak in which it had tumbled almost 1,000 points or 2.8 percent. The Nikkei 225 now sits just above the 37,550-point plateau and the losses may accelerate on Friday. The global forecast for the Asian markets suggests caution ahead of key U.S. employment data later in the day. The European markets were mixed and the U.S. bourses were slightly lower and the Asian markets figure to split the difference. The Nikkei finished modestly lower on Thursday following losses from the financial shares, technology stocks and automobile producers. For the day, the index dropped 192.96 points or 0.51 percent to finish at 37,554.49 after trading between 37,527.88 and 37,732.88. Among the actives, Nissan Motor tanked 2.26 percent, while Mazda Motor plunged 4.49 percent, Toyota Motor stumbled 2.72 percent, Honda Motor surrendered 2.67 percent, Softbank Group skidded 1.01 percent, Mitsubishi UFJ Financial retreated 1.39 percent, Mizuho Financial declined 1.58 percent, Sumitomo Mitsui Financial tumbled 1.99 percent, Mitsubishi Electric plummeted 2.25 percent, Sony Group slumped 1.53 percent, Panasonic Holdings dropped 2.52 percent and Hitachi added 0.60 percent. The lead from Wall Street is negative as the major averages opened mixed but spent most of the day bouncing back and forth across the unchanged line before finishing modestly under water. The Dow dropped 108.00 points or 0.25 percent to finish at 42,319.74, while the NASDAQ stumbled 162.04 points or 0.83 percent to close at 19,298.45 and the S&P 500 sank 31.51 points or 0.53 percent to end at 5,939.30. Stocks saw some strength earlier in the day after President Donald Trump confirmed in a post on Truth Social that he had an approximately 90-minute phone call with Chinese President Xi Jinping. However, traders seemed reluctant to make more significant moves ahead of the release of the Labor Department's closely watched m...
Earnings Call Insights: Ulta Beauty (ULTA) Q4 2025 Management View Kecia Steelman, President, CEO & Director, opened by highlighting Ulta Beauty's "full year financial performance ahead of our plans while making important guest-facing investments to position our business for future growth." Steelman reported net sales growth of nearly 10% to $12.4 billion, operating income of $1.5 billion or 12.4%...
Earnings Call Insights: Ulta Beauty (ULTA) Q4 2025 Management View Kecia Steelman, President, CEO & Director, opened by highlighting Ulta Beauty's "full year financial performance ahead of our plans while making important guest-facing investments to position our business for future growth." Steelman reported net sales growth of nearly 10% to $12.4 billion, operating income of $1.5 billion or 12.4% of sales, and EPS of $25.64 for fiscal 2025. She emphasized "continued market share gains in mass and prestige beauty" and noted a record-breaking holiday season, driven by successful events and strong omnichannel execution. Steelman detailed the expansion of Ulta’s assortment with "more than 100 new brands this year," and called out the acquisition of Space NK, the opening of stores in Mexico and the Middle East, and the launch of an online Marketplace with "more than 200 established and emerging brands and 5,000 SKUs." She also described a "wellness initiative" and investments in AI and automation to improve guest services and inventory management. Steelman stated, "We grew our loyalty program by 5% to a record 46.7 million active members," and emphasized the company's efforts to "reignite our culture and reinvigorate our brand." Steelman announced, "we are pleased to announce today an expanded strategic integration with TikTok. Next week, we will launch Ulta Beauty on TikTok Shop." Christopher DelOrefice, CFO, Principal Financial Officer & Principal Accounting Officer, said, "Ulta Beauty is a beloved brand operating in an attractive and resilient category. Our Ulta Beauty Unleashed strategy is fueling market share growth, driving guest engagement and furthering our differentiation in a competitive category." Outlook Steelman described the outlook for 2026 with a focus on expanding market share, driving returns from recent investments, and returning to profitable growth. She stated, "our expectation for the beauty category growth is in line with the average historical gr...
What happened According to a recent SEC filing, Greenline Partners, LLC sold 45,284 shares of Vanguard 0-3 Month Treasury Bill ETF (VBIL +0.03%) during the fourth quarter of 2025. The quarter-end stake was valued at $12.52 million, reflecting both trading activity and price changes. What else to know Greenline Partners, LLC reduced its position in VBIL, which now represents 1.43% of its 13F report...
What happened According to a recent SEC filing, Greenline Partners, LLC sold 45,284 shares of Vanguard 0-3 Month Treasury Bill ETF (VBIL +0.03%) during the fourth quarter of 2025. The quarter-end stake was valued at $12.52 million, reflecting both trading activity and price changes. What else to know Greenline Partners, LLC reduced its position in VBIL, which now represents 1.43% of its 13F reportable assets. Top holdings after the filing: NYSEMKT: VTI: $57.25 million (6.6% of AUM) NYSEMKT: GLDM: $50.62 million (5.8% of AUM) NASDAQ: VXUS: $49.79 million (5.7% of AUM) NYSEMKT: AVDV: $37.90 million (4.3% of AUM) As of February 17, 2026, VBIL shares were priced at $75.53. Company/ETF overview Metric Value Price (as of market close February 17, 2026) $75.53 Market Capitalization $5.55 billion Dividend Yield 3.41% 1-Year Total Return 0.32% Company/ETF snapshot Vanguard 0-3 Month Treasury Bill ETF provides investors with efficient access to ultra-short U.S. Treasury securities, emphasizing capital preservation and liquidity. The fund’s disciplined approach and focus on high-quality government debt offer a competitive solution for investors seeking minimal interest rate risk and stable income. The ETF holds a portfolio of short-term U.S. Treasury securities, cash equivalents, and may invest in other debt securities and money market instruments. It offers an exchange-traded fund (ETF) tracking investment-grade U.S. Treasury bills with maturities of three months or less. Vanguard 0-3 Month Treasury Bill ETF utilizes a sampling strategy to closely mirror the risk and return characteristics of its benchmark index. What this transaction means for investors When managing cash in a portfolio, investors often have to choose between keeping their money safe and earning a decent return. Leaving cash idle can lower overall returns, but investing in longer-term bonds can bring interest-rate risk. Ultra-short U.S. Treasury securities have become a popular option because they offer gove...
Klaviyo (KVYO 2.97%) co-Chief Executive Officer Andrew Bialecki reported the sale of 200,000 shares of Series A Common Stock on Feb. 24, 2026, for a total value of approximately $3.35 million, as disclosed in this SEC Form 4 filing. He then sold another 200,000 shares on March 3, 2026, for approximately $3.73 million, as disclosed in a subsequent filing. Transaction summary Metric Value Shares sol...
Klaviyo (KVYO 2.97%) co-Chief Executive Officer Andrew Bialecki reported the sale of 200,000 shares of Series A Common Stock on Feb. 24, 2026, for a total value of approximately $3.35 million, as disclosed in this SEC Form 4 filing. He then sold another 200,000 shares on March 3, 2026, for approximately $3.73 million, as disclosed in a subsequent filing. Transaction summary Metric Value Shares sold (direct) 400,000 Transaction value $7.1 million Post-transaction shares (direct) 0 Post-transaction value (direct ownership) $0 Feb. 24 transaction value based on SEC Form 4 weighted average price ($16.76). March 3 transaction value based on SEC Form 4 weighted average price ($18.64). Post-transaction direct holdings are $0.00 following both sales. Key questions What was the structure and context of the transaction? Both were derivative-based transactions involving the conversion of Series B shares into Series A shares, which were then sold directly in the open market. Both were derivative-based transactions involving the conversion of Series B shares into Series A shares, which were then sold directly in the open market. Is the timing or size of these sales significant? The two sales -- each for 200,000 shares, roughly one week apart -- follow an identical structure and were executed under the same pre-scheduled 10b5-1 plan adopted in May 2025. Company overview Metric Value Price (as of market close 3/11/26) $19.86 Market capitalization $5.9 billion Revenue (TTM) $1.23 billion Net income (TTM) -$31.77 million Company snapshot Klaviyo provides a SaaS marketing automation platform, offering solutions for email, SMS, push notifications, product reviews, and customer data management. Primary customers include individuals, SMEs, and enterprises in North America, Western Europe, Canada, the U.K., Australia, and New Zealand. Klaviyo serves over 2,300 employees and generates more than $1.23 billion in TTM revenue. The company leverages its proprietary data-driven marketing autom...