The European Central Bank on Thursday held its three main interest rates steady, reaffirming its commitment to bringing inflation back to the 2% target over the medium term. The interest rates on the deposit facility, the main refinancing operations and the marginal lending facility will remain unchanged at 2.00%, 2.15% and 2.40% respectively. "The war in the Middle East has made the outlook signi...
The European Central Bank on Thursday held its three main interest rates steady, reaffirming its commitment to bringing inflation back to the 2% target over the medium term. The interest rates on the deposit facility, the main refinancing operations and the marginal lending facility will remain unchanged at 2.00%, 2.15% and 2.40% respectively. "The war in the Middle East has made the outlook significantly more uncertain, creating upside risks for inflation and downside risks for economic growth," the bank said in a statement, adding that the crisis will have a material impact on near-term inflation through higher energy prices. The Governing Council said it is well positioned to navigate this uncertainty. Inflation has been at around the 2% target, longer-term inflation expectations are well anchored, and the economy has shown resilience over recent quarters. "The incoming information in the period ahead will help the Governing Council assess how the war will affect the inflation outlook and the risks surrounding it. The Governing Council is closely monitoring the situation, and its data-dependent approach will help it set monetary policy as appropriate," it said. The new ECB staff projections exceptionally incorporate information up to March 11, a later cut-off date than usual. In the baseline, headline inflation is seen to average 2.6% in 2026, 2.0% in 2027 and 2.1% in 2028. Inflation has been revised up compared with the December projections, especially for 2026. This is because energy prices will be higher owing to the war in the Middle East. For inflation excluding energy and food, staff project an average of 2.3% in 2026, 2.2% in 2027 and 2.1% in 2028. ETFs: ( NYSEARCA: EWG ), ( NYSE: GF ), ( NYSEARCA: EWI ), ( NYSEARCA: EWQ ), ( NASDAQ: FGM ), ( DAX ) Currency: ( EUR:USD ) More on Europe, U.S. Tariffs: A New Trade War? EWG: Amid Fracturing Global Order, Germany Must Rise To The Occasion EWQ: Falling Real Rates Delayed The Bear Case, But 2026 May Not Europe ga...
· Identify Stocks in an Uptrend: "A body in motion tends to stay in motion." Newton's First Law of Motion holds true for investing. Investors can immediately increase their odds by latching onto stocks that are already moving higher. Instead of buying low and selling high, investors should aim to buy high and sell higher. Additionally, the stronger the uptrend, the better. In other words, the easi...
· Identify Stocks in an Uptrend: "A body in motion tends to stay in motion." Newton's First Law of Motion holds true for investing. Investors can immediately increase their odds by latching onto stocks that are already moving higher. Instead of buying low and selling high, investors should aim to buy high and sell higher. Additionally, the stronger the uptrend, the better. In other words, the easiest way to find the next stock to double is to identify a list of stocks that already have. Elon Musk often talks about how he takes a "first principles" approach to all his business endeavors. This approach means you boil down a situation to its fundamental, undeniable truths. Personally, I have done this with growth investing, and I have derived three critical components that make up my magical elixir for investing: Instead of trying to beat the top investors at their game, smaller investors should zig when institutions zag. While retail investors have less funding and capital, they still enjoy advantages. For example, unlike large institutional investors, small investors can enter and exit positions without worrying about liquidity. This is a major advantage because retail investors can place market orders and cut losses without fear of moving the market. One of the biggest pitfalls among amateur investors is falling into the 'intelligence trap.' The intelligence trap is the belief that because markets are a complex, trillion-dollar system, the solution to mastering them must be equally intricate. However, over my trading career, I have discovered that the truth is exactly the opposite. The modern trading world offers access to more technology than ever before. With the advent of the internet, today's retail investor has a more even playing field than ever before. Retail investors can gain instant access to real-time quotes, headlines, AI-driven strategies, and much more for little or no cost. That said, top institutional firms like Citadel have an advantage over the ave...
Gauzy ( GAUZ ) on Thursday said it has regained compliance with Nasdaq listing requirements following the appointment of Joseph Tenne to its board of directors. Tenne will serve as chair of the audit committee and a member of the compensation committee, the company said. Gauzy said the appointment, along with recent additions to its board, brings it into compliance with Nasdaq rules on board and c...
Gauzy ( GAUZ ) on Thursday said it has regained compliance with Nasdaq listing requirements following the appointment of Joseph Tenne to its board of directors. Tenne will serve as chair of the audit committee and a member of the compensation committee, the company said. Gauzy said the appointment, along with recent additions to its board, brings it into compliance with Nasdaq rules on board and committee independence. Tenne currently serves on the boards of AudioCodes ( AUDC ) and MIND C.T.I. ( MNDO) , among others, the company added. MNDO +1.73% premarket to $1.17. Source: Press Release More on MIND C.T.I, AudioCodes AudioCodes Ltd. (AUDC) Q4 2025 Earnings Call Transcript MIND C.T.I GAAP EPS of $0.05, revenue of $4.9M Audiocodes targets 40–50% annual VoiceAI growth and up to $255M 2026 revenue amid AI-driven momentum Dividend scorecard for MIND C.T.I Financial information for MIND C.T.I
Apple (NASDAQ:AAPL) co-founder Steve Jobs had a reputation for obsessing over every detail–from the products he built to the cars he drove. His connection to the Porsche 911 became one of his most well-known personal quirks. For years, he replaced his black Porsche every six months, partly so he could avoid putting a license plate on it. But in 1987, that same car suddenly became a liability. A La...
Apple (NASDAQ:AAPL) co-founder Steve Jobs had a reputation for obsessing over every detail–from the products he built to the cars he drove. His connection to the Porsche 911 became one of his most well-known personal quirks. For years, he replaced his black Porsche every six months, partly so he could avoid putting a license plate on it. But in 1987, that same car suddenly became a liability. A Last-Minute Decision To Avoid The Wrong Impression At the time, Jobs was running NeXT, the company he founded after being pushed out of Apple. In 1987, he was preparing for a visit from billionaire Ross Perot, who was considering a major investment. Don't Miss: Think Your ‘Safe' Stocks Protect You? You're Ignoring the Real Growth Triggers — Here's What to Add Now Caught With Nothing Saved for Retirement? These 5 Game‑Changing Tips Could Still Save You Perot had built a reputation as a disciplined and frugal businessman. Jobs worried that showing up in a high-end sports car could send the wrong signal. If Perot thought NeXT was already flush with cash, it could hurt the company's chances of securing funding. So Jobs acted quickly. NeXT software engineer Randy Adams, who also owned a Porsche 911 Turbo, told Forbes in 2012 that Jobs rushed into his office and said, “Randy, we have to hide the Porsches!” Adams was confused, but Jobs explained the concern: “Ross Perot is coming by and thinking of investing in the company, and we don’t want him to think we have a lot of money.” The two moved their cars out of sight before the meeting began. Trending: Think you're saving enough for your kids? You might be dangerously off — see why The Move That Resulted In A $20 Million Investment It's unknown whether Perot would have cared about the cars. But the decision didn't hurt. Perot ended up investing $20 million in NeXT and even joined the company's board. At the time, he believed in Jobs' vision of using advanced computers to transform education. Although NeXT itself didn't turn into a ma...
ninitta/iStock via Getty Images The BDC sector ( BIZD ) is oversold. Almost all BDCs trade below their net asset values and offer 10%+ dividend yield opportunities. Among these opportunities we also can find high-quality names, which have been thrown out with the bathwater (irrespective of their SaaS exposures, non-accrual status, NAV dynamics etc.). Given that the sector median discount is 28% an...
ninitta/iStock via Getty Images The BDC sector ( BIZD ) is oversold. Almost all BDCs trade below their net asset values and offer 10%+ dividend yield opportunities. Among these opportunities we also can find high-quality names, which have been thrown out with the bathwater (irrespective of their SaaS exposures, non-accrual status, NAV dynamics etc.). Given that the sector median discount is 28% and many high-quality names have indeed been punished so hard, I don't think that there is a huge merit of taking extra risk (or above average risk). For example, we can buy defensive and resilient BDCs such as Kayne Anderson BDC ( KBDC ) and Ares Capital ( ARCC ) while still capturing discounted loan books and 10%+ yields. Having said that I could see the logic of at least taking a look and potentially dipping toes (in a safe fashion) in what I would call "deep value zone" - e.g., the P/NAV bottom quartile BDCs. The risk level obviously is higher there, but so is the return potential. Granted, this kind of move could result in two very different outcomes. Horizon Technology Finance ( HRZN ) and BlackRock TCP Capital Corp ( TCPC ) are great examples of how deep value investing could play out in a negative way (see my article here ). TriplePoint Venture Growth (NYSE: TPVG ) is another "bottom quartile" case, which has destroyed a significant chunk of shareholder value. In this area we also can find FS KKR Capital Corp. ( FSK ), which has disappointed me personally as well - see article here . However, just because there are a bunch of real-life bad outcome examples, it does not mean that everything that is in the deep value zone is garbage (at least if assessed on a risk adjusted basis). Now, going back to what safely dipping toes in the deep value zone actually means: Opening relatively small positions. Having a high conviction case that the discount is primarily driven by emotional or immaterial to long-term value creation factors rather than struggling fundamentals. With th...
Enterprise software stocks have struggled in 2026 as investors debate how artificial intelligence (AI) is changing the industry. Some analysts are concerned that AI agents could replace several software-as-a-service (SaaS) tools. This transition can potentially reduce demand for traditional software subscriptions. While these concerns have negatively affected several software stocks in 2026, they ...
Enterprise software stocks have struggled in 2026 as investors debate how artificial intelligence (AI) is changing the industry. Some analysts are concerned that AI agents could replace several software-as-a-service (SaaS) tools. This transition can potentially reduce demand for traditional software subscriptions. While these concerns have negatively affected several software stocks in 2026, they have also pressured companies that are actually leveraging AI to expand their opportunities. One such company that could emerge as a surprise winner in this environment is Salesforce (CRM +2.37%). AI adoption is accelerating Salesforce delivered a strong earnings report in its fiscal 2026's fourth quarter (ended Jan. 31, 2026), with both revenue and earnings surpassing consensus estimates. Revenue was up 12% year over year to $11.2 billion, while net income was up 13.7% to $1.9 billion. Salesforce is also benefiting from AI agents embedded directly into its software through the Agentforce platform. Agentforce enables clients to build, manage, and deploy AI agents across various business workflows. These agents can perform tasks such as qualifying leads, automating customer support, and guiding customers through purchase decisions. The company has already completed 29,000 Agentforce deals in the first 15 months since launch, reaching more than 23,000 customers. The Agentforce platform also reached roughly an $800 million annual revenue run rate by the end of fiscal 2026. In the fourth quarter, each of Salesforce's top 10 deals included Agentforce, highlighting how quickly AI capabilities are becoming a part of major enterprise contracts. The broader business is also performing well. Salesforce ended fiscal 2026 with $72 billion in remaining performance obligations (RPO, a measure of contracted backlog). The company also reported momentum in large deals, with the number of deals worth over $1 million rising 26% year over year and deals worth over $10 million increasing 33% ye...
(RTTNews) - Shares of Vonovia SE were losing around 10 percent in the German trading after the real estate major on Thursday reported weak revenues and units in fiscal 2025, and maintained outlook for fiscal 2026 and fiscal 2028. However, the firm reported a turnaround to net profit in fiscal 2025, mainly on a significant income tax gain, after years of losses. The company noted that 2025 turned o...
(RTTNews) - Shares of Vonovia SE were losing around 10 percent in the German trading after the real estate major on Thursday reported weak revenues and units in fiscal 2025, and maintained outlook for fiscal 2026 and fiscal 2028. However, the firm reported a turnaround to net profit in fiscal 2025, mainly on a significant income tax gain, after years of losses. The company noted that 2025 turned out to be a year of growth in all segments with property values started to rise again. The core rental business saw high demand for rental apartments and rising rents, as well as a positive trend in customer satisfaction. Looking ahead for fiscal 2026, the company continues to expect total adjusted EBITDA to increase to 2.95 billion euros to 3.05 billion euros from 2.800 billion euros in fiscal 2025. For fiscal 2026, Vonovia anticipates adjusted EBT from continuing operations of 1.9 billion euros to 2 billion euros, compared with 1.904 billion euros in fiscal 2025. By 2028, total adjusted EBITDA is set to grow much further, to 3.2 billion euros to 3.5 billion euros, with the non-rental business becoming increasingly significant and contributing at least 15 percent to total EBITDA in 2026 and between 20 percent and 25 percent in 2028. The three non-rental segments contributed 13 percent in 2025. The firm further announced that its Management and Supervisory Board have agreed to propose a cash dividend of 1.25 euros per share, up by 2.5 percent from last year, to the Annual General Meeting on May 21. For the 12-month period to December 2025, the company posted a net income attributable to Vonovia's shareholders of 3.723 billion euros, compared with a net loss of 896 million euros last year. Net earnings per share were 4.33 euros as against the prior year's loss of 1.09 euros per share. Adjusted Shareholder earnings increased to 1.541 billion euros from last year's 1.463 billion euros. Adjusted income per share also moved up to 1.85 euros from 1.79 euros per share in the previo...
maybefalse/iStock Unreleased via Getty Images Chinese e-commerce giant Alibaba ( BABA ) reported wide misses for revenue and profit in the fourth quarter, raising investor concerns about whether the company's investments in artificial intelligence are bearing fruit as it continues to pour resources into it. Shares of the company are down more than 7% in the U.S. before the opening bell on Thursday...
maybefalse/iStock Unreleased via Getty Images Chinese e-commerce giant Alibaba ( BABA ) reported wide misses for revenue and profit in the fourth quarter, raising investor concerns about whether the company's investments in artificial intelligence are bearing fruit as it continues to pour resources into it. Shares of the company are down more than 7% in the U.S. before the opening bell on Thursday. Revenue from China e-commerce rose 16% to RMB 159.35B but missed the RMB 165.94B consensus estimate polled by Bloomberg. International digital commerce revenue grew only 3.8% to RMB 39.2B, below the estimate of RMB 41.67B. Cloud intelligence revenue grew 36% to RMB 43.28B, just slightly above the consensus estimate of RMB 42.36B. Seeking Alpha analyst Geneva Investor , in immediate reaction to the report, said they remain unconvinced of Alibaba’s AI story. "AI investments come at the detriment of net income (down 67% YoY). With little to show in return: cloud revenue growth (+36% YoY) is insufficient when Microsoft’s Azure ( MSFT ) is growing at 39% from a much larger base," the analyst said. "The complex macro situation, including limitations in accessing top-of-the-line microchips, acts as a further headwind for BABA’s AI ambitions."The analyst also expressed worries about the company's quick commerce push as marketing expenses went from 15% to 25% of revenue, risking a lose-lose price war with JD.com ( JD ) in a weak domestic market. Net income attributable to ordinary shareholders fell sharply to RMB 16.32B, or RMB 5.93 per share, compared to RMB 48.95B, or RMB 20.39 per share, for the same period last year. On an adjusted basis, Hangzhou, China-based Alibaba earned RMB 7.09, below the average analyst estimate of RMB 12.34. Total revenue rose only 1.7% to RMB 284.84B and missed the consensus estimate of RMB 289.79B. More on Alibaba Alibaba: Ignore The Market Panic, It Was An OK Quarter (Rating Downgrade) Alibaba Q3 Preview: The Only Number That Matters Alibaba Earning...
The post AI Marketing Startup RAD Intel Secures Nasdaq Ticker $RADI — $60M+ Raised, 5,000%+ Valuation Growth in Four Years by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Fortune 1000 brands waste billions every year on ineffective campaigns. RAD Intel’s award-winning AI technology helps them turn that chaos into clarity — using data-driven...
The post AI Marketing Startup RAD Intel Secures Nasdaq Ticker $RADI — $60M+ Raised, 5,000%+ Valuation Growth in Four Years by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Fortune 1000 brands waste billions every year on ineffective campaigns. RAD Intel’s award-winning AI technology helps them turn that chaos into clarity — using data-driven intelligence to create high-performing content that delivers measurable ROI. That’s why a who’s-who roster of global brands and agencies — across entertainment, healthcare, automotive, and lifestyle — rely on RAD Intel’s platform for precision marketing and influencer strategy. Brand mentions reflect factual client work, past and present, and do not imply endorsement. Why Investors Are Paying Attention Valuation Growth: 5,000%+ increase in under four years* $60 Million Raised from over 15,000 investors 165% Year-Over-Year Revenue Growth (unaudited 2025 vs 2024) 2× Contract Growth from 2024 to 2025 Leadership Experience: $9 Billion M&A Track Record Nasdaq Ticker Reserved : $RADI Momentum Is Building In 2025 alone, RAD Intel’s revenue is up 2.5× over 2024 (unaudited) and sales contracts have already doubled. The company has also expanded partnerships across multiple Fortune 1000 brands, securing recurring, seven-figure contracts and driving measurable ROI gains. With $RADI reserved on Nasdaq and a Reg A+ offering now qualified by the SEC, RAD Intel is opening its next investment round to both accredited and everyday investors at $0.91 per share Allocations now open at $0.91. Smart investors are already moving — don’t get left behind. Built for the Next Wave of AI Marketing AI M&A has already hit $55B YTD — surpassing 2024 totals — as the global AI market is forecast to grow from $371.7B in 2025 to $2.4T by 2032 (~30.6% CAGR). RAD Intel is positioned at the intersection of AI + influencer marketing, empowering brands to identify authentic, value-aligned creators and craft con...
The BHA's research into underrepresented groups in racing highlighted "negative experiences, barriers to progression (which are often hidden), inconsistent support, and a lack of trust in reporting systems". A study which focused on the Urban Equestrian Academy - a social enterprise aimed at providing people from inner-city and diverse backgrounds access to horses and equestrian - found that all 2...
The BHA's research into underrepresented groups in racing highlighted "negative experiences, barriers to progression (which are often hidden), inconsistent support, and a lack of trust in reporting systems". A study which focused on the Urban Equestrian Academy - a social enterprise aimed at providing people from inner-city and diverse backgrounds access to horses and equestrian - found that all 20 participants had reported experiencing racism. In the same study, all participants said that race had impacted their career progression. One participant shared that they had thought about suicide "on a few occasions because of the way I was treated". Meanwhile, 40% (67) of respondents in a separate survey said they had experienced, witnessed, or had reported to them inappropriate or poor behaviour because of ethnicity or cultural background. Some reported verbal abuse including aggressive racist language such as "dirty refugee" and "better off if you had been bombed". "The strategy is rooted in evidence and shaped by the lived experiences of people working in racing today, and we offer a huge thank you to those who have taken the time and shown the courage to share these with us," the BHA's head of diversity and inclusion, Rose Grissell, said. "Many have positive experiences, but not everyone does, and acknowledging that is an important step in supporting positive progress. "Our aim is to make inclusion part of everyday practice, not an optional extra." The BHA's new equality, diversity and inclusion strategy includes the following proposals: Strengthen leadership and accountability Build equitable practices to address bias and barriers Improve education and awareness to act inclusively Better support and celebrate an inclusive culture Engage new audiences and make the sport more accessible BHA chief executive Brant Dunshea said the new strategy was about ensuring the "long-term health and success" of horse racing. "To attract talent, fans and investment, we must ensure t...
Many investors are focused on infrastructure in the age of artificial intelligence (AI). These businesses -- led by Nvidia -- are booming right now as demand soars. However, a new wave of consumer-oriented businesses is quietly integrating AI into their digital platforms. By embedding AI directly into their platforms, they enhance personalization, automate services, and unlock new revenue streams....
Many investors are focused on infrastructure in the age of artificial intelligence (AI). These businesses -- led by Nvidia -- are booming right now as demand soars. However, a new wave of consumer-oriented businesses is quietly integrating AI into their digital platforms. By embedding AI directly into their platforms, they enhance personalization, automate services, and unlock new revenue streams. These companies could become some of the biggest long-term winners -- yet remain overlooked by the market. Here's why both Airbnb (ABNB 0.61%) and Oscar Health (OSCR +0.56%) are two AI stocks with millionaire-making potential that are underappreciated by Wall Street right now. A distinct advantage in the travel market Today, Airbnb is driven by its global supply of short-term rentals. With over 9 million listings ranging from shared rooms to luxury homes in virtually every country, the company has attracted a strong customer base that spent $91 billion (the company's full-year gross booking value) on the platform in 2025. That spending level is set to grow in 2026 due to further geographical expansion and the entry into new product categories, such as vacation tours. However, what is perhaps most exciting for Airbnb from a customer experience standpoint is its research into AI search on the platform. Expand NASDAQ : ABNB Airbnb Today's Change ( -0.61 %) $ -0.80 Current Price $ 131.15 Key Data Points Market Cap $79B Day's Range $ 131.01 - $ 133.98 52wk Range $ 99.88 - $ 143.88 Volume 7 Avg Vol 4.6M Gross Margin 72.27 % Airbnb hired away Ahmad Al-Dahle from Meta Platforms as its new chief technology officer earlier this year. Al-Dahle is a leader in AI research and is focused on bringing chatbot search to Airbnb. This could be quite helpful for the platform in its competition with hotels. One of the reasons someone may choose a hotel over an Airbnb is that they generally know what they will be getting with a hotel, as opposed to the wide differentiation among Airbnb short-te...
Key Points AI investors are overlooking companies that will utilize AI to improve the customer journey. Airbnb is going to layer AI search into its application. Oscar Health is connecting the healthcare market with AI. 10 stocks we like better than Airbnb › Many investors are focused on infrastructure in the age of artificial intelligence (AI). These businesses -- led by Nvidia -- are booming righ...
Key Points AI investors are overlooking companies that will utilize AI to improve the customer journey. Airbnb is going to layer AI search into its application. Oscar Health is connecting the healthcare market with AI. 10 stocks we like better than Airbnb › Many investors are focused on infrastructure in the age of artificial intelligence (AI). These businesses -- led by Nvidia -- are booming right now as demand soars. However, a new wave of consumer-oriented businesses is quietly integrating AI into their digital platforms. By embedding AI directly into their platforms, they enhance personalization, automate services, and unlock new revenue streams. 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 » These companies could become some of the biggest long-term winners -- yet remain overlooked by the market. Here's why both Airbnb (NASDAQ: ABNB) and Oscar Health (NYSE: OSCR) are two AI stocks with millionaire-making potential that are underappreciated by Wall Street right now. A distinct advantage in the travel market Today, Airbnb is driven by its global supply of short-term rentals. With over 9 million listings ranging from shared rooms to luxury homes in virtually every country, the company has attracted a strong customer base that spent $91 billion (the company's full-year gross booking value) on the platform in 2025. That spending level is set to grow in 2026 due to further geographical expansion and the entry into new product categories, such as vacation tours. However, what is perhaps most exciting for Airbnb from a customer experience standpoint is its research into AI search on the platform. Airbnb hired away Ahmad Al-Dahle from Meta Platforms as its new chief technology officer earlier this year. Al-Dahle is a leader in AI research and is focused on bringing chatbot search to Airbnb. This coul...
(RTTNews) - Collegium Pharmaceutical, Inc. (COLL), a biopharmaceutical company, Thursday announced that it has agreed to acquire AZSTARYS for $650 million in cash from Corium Therapeutics Holdings, a privately held company, that markets and distributes AZSTARYS (serdexmethylphenidate and dexmethylphenidate), a central nervous system stimulant prescription medicine used for the treatment of Attenti...
(RTTNews) - Collegium Pharmaceutical, Inc. (COLL), a biopharmaceutical company, Thursday announced that it has agreed to acquire AZSTARYS for $650 million in cash from Corium Therapeutics Holdings, a privately held company, that markets and distributes AZSTARYS (serdexmethylphenidate and dexmethylphenidate), a central nervous system stimulant prescription medicine used for the treatment of Attention Deficit Hyperactivity Disorder in people 6 years or older. For additional commercial and regulatory milestones achieved by AZSTARYS, Collegium may also pay Corium Therapeutics up to $135 million. The cash consideration will be funded by a combination of Collegium's existing cash and $300 million from a delayed draw term loan which is part of the syndicated credit facility announced by Collegium in December 2025. The addition of AZSTARYS will significantly complement our existing ADHD business while extending revenues into 2037 and beyond. AZSTARYS generated more than 760,000 prescriptions in 2025 and adds a complementary medicine to Collegiums ADHD portfolio. AZSTARYS is expected to generate over $50 million in second half 2026 pro forma net revenue, the company said in a statement. Further, the biopharma firm is expecting its net leverage to be around two times based on estimated 2026 combined adjusted EBITDA upon transaction close. The acquisition is expected to close in the second quarter of 2026. In pre-market activity, COLL shares were trading at $35.23, up 1.24% on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Consumer stocks are the best buying opportunity in the current environment, according to Bank of America Corp.’s Michael Hartnett , even as a surge in benchmark oil prices to near multi-year highs threatens to fan inflation and dent economic growth. “Consumer stocks are the ones that have really discounted stagflation,” Hartnett told Bloomberg TV Thursday at the bank’s capital markets conference i...
Consumer stocks are the best buying opportunity in the current environment, according to Bank of America Corp.’s Michael Hartnett , even as a surge in benchmark oil prices to near multi-year highs threatens to fan inflation and dent economic growth. “Consumer stocks are the ones that have really discounted stagflation,” Hartnett told Bloomberg TV Thursday at the bank’s capital markets conference in Paris. “Affordability, [the] lower income consumer that everyone dislikes at that moment — that’s probably where from a trading perspective the best trading opportunity is.” Hartnett warned that dearer oil could delay Federal Reserve interest rate cuts and push equities lower before policymakers eventually ease borrowing costs. He suggested a decline in the S&P 500 to about 6600 may be attractive entry point. The strategist described today’s market participants as “Gen QE,” conditioned to expect central bank intervention whenever markets falter. “We’re all used to central banks wading in when there’s a problem,” Hartnett said. This expectation may need to “break” before policymakers act, he added. Read more: Bond Traders No Longer Price In Any Chance of Fed Cut in 2026 For longer-term investments, Hartnett recommended international markets and commodities, calling these “the true secular bull markets of an inflationary 2020s,” while dismissing speculation that the Fed might hike rates amid the current turmoil as “nonsense.” This story was produced with the assistance of Bloomberg Automation.
Viatris ( VTRS ) announced its long-term financial targets and capital allocation strategy through 2030 as the Pfizer ( PFE ) spinoff prepares to hold its investor event with senior executives in attendance. At the event scheduled to begin at 10:00 a.m. ET, the company expects to detail plans to deliver 5% - 6% total revenue CAGR as well as 7% - 8% in adjusted EBITDA CAGR, and 9% - 10% in adjusted...
Viatris ( VTRS ) announced its long-term financial targets and capital allocation strategy through 2030 as the Pfizer ( PFE ) spinoff prepares to hold its investor event with senior executives in attendance. At the event scheduled to begin at 10:00 a.m. ET, the company expects to detail plans to deliver 5% - 6% total revenue CAGR as well as 7% - 8% in adjusted EBITDA CAGR, and 9% - 10% in adjusted EPS CAGR through 2030. The long-term goals represent the company's base-case business targets and potential additional drivers. As for the base business, Viatris ( VTRS ) forecasts a 3% - 4% CAGR in total revenue, a 4% - 5% CAGR in adjusted EBITDA, and a 6% - 7% CAGR in adjusted EPS. The adjusted EPS CAGR accounts for share buybacks, and the projection for adjusted EBITDA includes operating leverage from cost savings from a recently completed enterprise-wide strategic review, which is expected to generate $650M in gross cost savings over three years. Viatris ( VTRS ) projects over $2.7B in annual free cash flow in 2030 and more than $11B in cash available for deployment through 2030 under its base case long-term targets. More on Viatris Viatris Inc. (VTRS) Q4 2025 Earnings Call Transcript Viatris Inc. 2025 Q4 - Results - Earnings Call Presentation Viatris: Deep-Value Pharma With Emerging Growth Catalysts And Strong Cash Generation Generic drug suppliers could face pressure from Strait of Hormuz closure Viatris resolves case over use of woman’s cancer cells to advance drug research