This article first appeared on GuruFocus. A fresh batch of Seeking Alpha analyst calls is painting a mixed picture across several well known stocks, with Snowflake (NYSE:SNOW) and Green Thumb Industries (GTBIF) picking up upgrades while AppLovin (NASDAQ:APP) and Tesla (NASDAQ:TSLA) faced more cautious outlooks. Snowflake was upgraded to Buy by The Asian Investor, who argued that the recent pullbac...
This article first appeared on GuruFocus. A fresh batch of Seeking Alpha analyst calls is painting a mixed picture across several well known stocks, with Snowflake (NYSE:SNOW) and Green Thumb Industries (GTBIF) picking up upgrades while AppLovin (NASDAQ:APP) and Tesla (NASDAQ:TSLA) faced more cautious outlooks. Snowflake was upgraded to Buy by The Asian Investor, who argued that the recent pullback across SaaS stocks may have gone too far. The analyst pointed to the company's strong financial position, including $765 million in Q4 free cash flow, along with growing traction for its Cortex AI platform as reasons the stock could offer a compelling opportunity after the sector wide selloff. Joseph Parrish also moved Green Thumb Industries to a Buy rating, highlighting the cannabis operator's relatively healthy balance sheet. The company carries about $245 million in debt and generated $214 million in free cash flow, positioning it to potentially gain market share as weaker competitors struggle under heavy industry debt loads.
Pimco’s commodity hedge fund has plunged about 17% so far this month as the war in Iran rattled oil prices and global markets, according to a person familiar with the matter. The losses extend declines of the Pimco Commodity Alpha Fund to about 26% so far this year, according to the person who asked not to be named discussing private matters. The fund, which managed about $3 billion before this mo...
Pimco’s commodity hedge fund has plunged about 17% so far this month as the war in Iran rattled oil prices and global markets, according to a person familiar with the matter. The losses extend declines of the Pimco Commodity Alpha Fund to about 26% so far this year, according to the person who asked not to be named discussing private matters. The fund, which managed about $3 billion before this month’s losses, had dropped about 9% last year, the person said. A spokesperson for Pimco declined to comment. Oil and fuel prices surged as the US and Israel launched strikes on Iran more than a week ago, triggering widespread retaliatory attacks from Tehran. The conflict has intensified over time, with ship traffic effectively halted through the Strait of Hormuz, where about a fifth of the world’s oil flows transit. While benchmark crude prices have come off their highs, they’re still up more than 20% in March. Jet fuel in Singapore, a key pricing hub in the Asia-Pacific region, saw one of the most acute reactions following the breakout of the war. Prices had surged more than 70% before easing slightly. March losses at Pimco’s fund came in part due to jet fuel trading, the person said. Read More: Fuel Prices Double in Asia as Supplies from Middle East Collapse Stocks, bonds and other asset classes have also seen a broad selloff and volatility in the wake of the war in Iran. Some of the world’s biggest hedge funds known for their steady returns, including Balyasny Asset Management, Millennium Management and Coatue Management, have suffered declines. Still, some specialized commodity hedge funds fared better. Pierre Andurand, best known for his high conviction bets on the oil market, made money last week.
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Joe’s thinking about... Everyone knows that the war in Iran has caused a surge in energy prices that will squeeze consumers all around the world. It’s also going to create stress on the global food system, which is probably much less appreciated. Today on the podcas t we talked to Alexis Maxwell, a senior analyst on Bloomberg Intelligence’s agriculture team, about the brewing fertilizer crisis, and the content was almost totally all new to me. I hadn’t realized, for example that most urea production is co-located with natural gas. That’s because it’s made from natural gas, and because it is so much easier to ship than natural gas (which has to be cooled aggressively to be turned into LNG), it makes sense to have the conversion done on site, and then easily move it anywhere in the world. It’s a little bit like aluminum, which is made basically anywhere that you have cheap electricity, in that respect. Aluminum is easy to ship over long distances. Electricity not so much. Anyway, as Tracy noted last week , with the Strait of Hormuz having been cut off, urea supply has come off the market, and prices are shooting up. Now the price of a ton of urea remains significantly below the peaks that we saw in the immediate aftermath of the pandemic. But here’s the thing. At that time, the price of various agricultural commodities was also very high. Now we’re in a situation in which soft agriculture products are cheap, while fertilizer prices are high. And so this...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Alphabet has completed its record $32b acquisition of cybersecurity firm Wiz, expanding Google Cloud's security offering. French media group Canal+ has signed a multi year partnership to use Google Cloud and generative AI across content production and streamin...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Alphabet has completed its record $32b acquisition of cybersecurity firm Wiz, expanding Google Cloud's security offering. French media group Canal+ has signed a multi year partnership to use Google Cloud and generative AI across content production and streaming. For Alphabet (NasdaqGS:GOOGL), these deals arrive with the stock at $307.04 after a 1 year return of 87.8% and a very large 3 year gain. The 30 day return shows a 4.9% decline and year to date performance is down 2.6%. Fresh catalysts around cloud security and enterprise AI may be particularly important for how investors think about the business mix. Wiz adds scale in cybersecurity for Google Cloud. Canal+ puts Alphabet's generative AI tools to work inside a global media brand. As these initiatives are rolled out and integrated, investors will be watching how they influence Google Cloud's competitive position and the traction of Alphabet's AI products with large enterprise clients. Stay updated on the most important news stories for Alphabet by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alphabet. NasdaqGS:GOOGL Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 1 risk and 4 things going right for Alphabet that every investor should see. Quick Assessment ✅ Price vs Analyst Target : At US$307.04 versus a consensus target of about US$376.95, Alphabet trades roughly 23% below where analysts see it. ⚖️ Simply Wall St Valuation : Simply Wall St views the shares as trading close to estimated fair value. ❌ Recent Momentum: The 30 day return of 4.9% decline signals some short term weakness despite strong 1 year performance. There's only one way to know the right time to buy, sell or hold Alphabet. Head to Simply Wall St's company report for the latest analysis of Alphabet's fair value. Key Considerat...
Ripple has kicked off a share buyback that would value the company at $50 billion, cementing it as one of the most valuable digital-asset firms at a moment of uncertainty for the cryptocurrency sector. The company plans to buy back up to $750 million in shares from investors and employees, according to people familiar with the matter, who spoke on condition of anonymity as the information is not p...
Ripple has kicked off a share buyback that would value the company at $50 billion, cementing it as one of the most valuable digital-asset firms at a moment of uncertainty for the cryptocurrency sector. The company plans to buy back up to $750 million in shares from investors and employees, according to people familiar with the matter, who spoke on condition of anonymity as the information is not public. Ripple plans to run the tender offer through April, the people said. Ripple declined to comment. Ripple, a blockchain-based payments company, raised $500 million at a $40 billion valuation in November from backers including Citadel Securities and Fortress Investment Group . The firm spent billions of dollars on acquisitions last year to expand its capabilities beyond payments into areas like brokerage and stablecoin infrastructure, including through its $1.25 billion takeover of prime brokerage Hidden Road. The startup previously attempted to buy back around $1 billion in shares at a $40 billion valuation, but saw low participation from employees, who were reluctant to sell, the Information reported in October. Since then, cryptocurrency markets have tanked, with Bitcoin falling more than 40% since its peak in early October. XRP, a cryptocurrency that Ripple supports, has dropped by more than 50%. Earlier this month, Ripple said it had processed more than $100 billion in transactions.
Anna Moneymaker/Getty Images News Nebius Group N.V. ( NBIS ) was soaring on Wednesday following a capital injection from one of the world’s most important AI companies. NBIS has executed on generating rapid growth on the rise of AI and has executed strongly on fulfilling commitments from the hyperscalers. I, however, view today’s NBIS stock rally as a good opportunity to step aside, as investors m...
Anna Moneymaker/Getty Images News Nebius Group N.V. ( NBIS ) was soaring on Wednesday following a capital injection from one of the world’s most important AI companies. NBIS has executed on generating rapid growth on the rise of AI and has executed strongly on fulfilling commitments from the hyperscalers. I, however, view today’s NBIS stock rally as a good opportunity to step aside, as investors may be overlooking the implications from the historic hyperscaler CapEx plans this year. I am downgrading NBIS stock to a neutral rating. NBIS Stock Price I last covered NBIS in December , where I reiterated my Buy rating, though I offered a more realistic look at the potential upside to management’s targets. The stock has risen around double digits since. Data by YCharts While there might be more upside ahead, I question whether the valuation still makes sense in light of the hyperscalers’ historic CapEx plans for 2026. NBIS Stock Key Metrics NBIS is a “neocloud,” which means that it is a cloud provider like the hyperscalers but focused on providing specialized AI services. NBIS has seen rapid growth amidst the secular AI transition, ending the 2025 year with ARR at $1.25 billion. Management continues to guide for ARR to end at between $7 billion and $9 billion by the end of 2026. 2025 Q4 Shareholder Letter In my view, the most critical development in the fourth quarter was the company now having executed on delivering capacity to both Microsoft ( MSFT ) and Meta Platforms ( META ). Any doubts regarding the company fulfilling those obligations have now been dealt with. The company generated a 24% adjusted EBITDA margin in the core infrastructure business in the fourth quarter and positive overall as well. 2025 Q4 Shareholder Letter That said, there is still a big gap between adjusted EBITDA and net income given the hefty depreciation and amortization expenses as well as interest expenses. I note that NBIS ended the year with $3.7 billion of cash versus $4.1 billion of debt,...
RHJ/iStock via Getty Images Compelling Alpha Off the Blocks In late October 2025, the global industrial conglomerate Honeywell International Inc. ( HON ) successfully completed the spin-off of its advanced materials division, something that had been in the works for over a year. This advanced material division, which, in its new independent publicly traded avatar, goes by the name of Solstice Adva...
RHJ/iStock via Getty Images Compelling Alpha Off the Blocks In late October 2025, the global industrial conglomerate Honeywell International Inc. ( HON ) successfully completed the spin-off of its advanced materials division, something that had been in the works for over a year. This advanced material division, which, in its new independent publicly traded avatar, goes by the name of Solstice Advanced Materials ( SOLS ), has turned out to be pretty lucrative for those who bought into this theme since the associated stock began regular trading. YCharts To elaborate, in a little over four-and-a-half months of trading, SOLS has already managed impressive returns of close to 54%, which is roughly 3x more than other material stocks and other spin-off stories. If SOLS’s impressive early alpha generation has managed to stimulate your investing senses, and you’re tempted to consider a position in the stock, read on to find out more about this story. What Does SOLS Do? As implied in the previous section, SOLS produces a range of advanced materials, which it sells to 3000+ customers (with some notable blue chips such as Astra Zeneca , DuPont, BASF, Carrier, etc. making up that list) across 120 different countries (although over 60% comes from the US alone). 2025 Investor Day Presentation To get more granular, the products and services offered by SOLS can be bracketed into two broad categories: RAS (Refrigerants & Applied Solutions), which consists of refrigerants, blowing agents, solvents, aerosol materials, and conversion services for the nuclear sector. Offerings here account for the lion’s share of the business (72% of group sales). ESM (Electronic & Specialty Materials), which is the smaller division (28% of sales), deals with electronic materials, high-strength fibers, and life science chemicals. Why Should Investors Consider SOLS? SOLS’s investment case has many pillars. For starters, there’s the innate diversification quotient that comes with exposure to varied end mar...
Iran Formulated Plan To Attack California With Drones In Case Of War: FBI U.S. law enforcement agencies in California were recently warned that Iran may have explored the possibility of launching drone attacks against targets on the West Coast in retaliation for Operation Epic Fury, according to a federal alert reviewed by ABC News . The bulletin, circulated by the FBI to police departments in lat...
Iran Formulated Plan To Attack California With Drones In Case Of War: FBI U.S. law enforcement agencies in California were recently warned that Iran may have explored the possibility of launching drone attacks against targets on the West Coast in retaliation for Operation Epic Fury, according to a federal alert reviewed by ABC News . The bulletin, circulated by the FBI to police departments in late February, said authorities obtained information indicating that, as of early February 2026, Iran had allegedly aspired to conduct a surprise attack using kamikaze drones launched from an unidentified vessel off the U.S. coast. The potential targets were described only as unspecified locations in California. "We recently acquired information that as of early February 2026, Iran allegedly aspired to conduct a surprise attack using unmanned aerial vehicles from an unidentified vessel off the coast of the United States homeland, specifically against unspecified targets in California, in the event that the US conducted strikes against Iran," the alert said, adding that investigators have "no additional information on the timing, method, target, or perpetrators of this alleged attack." The warning was issued amid the ongoing US-Israeli military assault against Iran . Tehran has responded with drone strikes against targets across the Middle East, raising concerns among U.S. officials about possible retaliation beyond the region. A spokesperson for the FBI's Los Angeles field office declined to comment on the alert. The White House did not immediately respond to requests for comment. The question is what exactly was the information obtained in early February that prompted the FBI to release a bulletin by late in the month. We should note that on Feb. 3, we highlighted a threat assessment published by the Russian military-focused Telegram channel Rybar, which warned that potential Russian drones in Cuba could put critical oil and gas infrastructure in the Gulf of America, as well ...
This article first appeared on GuruFocus. Uber (NYSE:UBER) shares rose 3% on Wednesday after the company and Amazon's (NASDAQ:AMZN) Zoox said they would deploy Zoox's fully autonomous, all-electric robotaxis on Uber's platform in select U.S. cities. The partnership will start with limited service in Las Vegas in 2026, with plans to expand to other Sun Belt and West Coast markets over time. Uber wi...
This article first appeared on GuruFocus. Uber (NYSE:UBER) shares rose 3% on Wednesday after the company and Amazon's (NASDAQ:AMZN) Zoox said they would deploy Zoox's fully autonomous, all-electric robotaxis on Uber's platform in select U.S. cities. The partnership will start with limited service in Las Vegas in 2026, with plans to expand to other Sun Belt and West Coast markets over time. Uber will manage rider demand, booking, and customer experience, while Zoox will operate its purpose-built fleet, integrating directly with Uber's app and backend systems. The collaboration is designed to accelerate commercial robotaxi adoption by combining Uber's large user base with Zoox's vertically integrated autonomous vehicle platform. Initial rollouts will focus on geofenced zones and event-driven demand, allowing the companies to gather operational data and refine safety protocols before broader expansion. Zoox, founded in 2014 and acquired by Amazon in 2020 for about $1.2 billion, offers bidirectional, fully autonomous vehicles with no steering wheel or pedals. The company was the first to receive regulatory approval for public autonomous transport in California in 2018. CEO Aicha Evans, who joined in 2019, said the partnership will provide a differentiated rider experience while advancing autonomous mobility in daily life.
On 3/13/26, Edison International's 5.00% Trust Preference Securities (Symbol: SCE.PRL) will trade ex-dividend, for its quarterly dividend of $0.3125, payable on 3/15/26. As a percentage of SCE.PRL's recent share price of $18.60, this dividend works out to approximately 1.68%, so look for shares of SCE.PRL to trade 1.68% lower — all else being equal — when SCE.PRL shares open for trading on 3/13/26...
On 3/13/26, Edison International's 5.00% Trust Preference Securities (Symbol: SCE.PRL) will trade ex-dividend, for its quarterly dividend of $0.3125, payable on 3/15/26. As a percentage of SCE.PRL's recent share price of $18.60, this dividend works out to approximately 1.68%, so look for shares of SCE.PRL to trade 1.68% lower — all else being equal — when SCE.PRL shares open for trading on 3/13/26. On an annualized basis, the current yield is approximately 6.72%, which compares to an average yield of 6.59% in the "Utilities" preferred stock category, according to Preferred Stock Channel . The chart below shows the one year performance of SCE.PRL shares, versus EIX: Below is a dividend history chart for SCE.PRL, showing historical dividends prior to the most recent $0.3125 on Edison International's 5.00% Trust Preference Securities : According to the ETF Finder at ETF Channel, Edison International (Symbol: EIX) makes up 7.72% of the AGF U.S. Market Neutral Anti-Beta Fund ETF (BTAL) which is trading relatively unchanged on the day Wednesday. (see other ETFs holding EIX). In Wednesday trading, Edison International's 5.00% Trust Preference Securities (Symbol: SCE.PRL) is currently up about 0.1% on the day, while the common shares (Symbol: EIX) are up about 0.6%. Click here to learn which S.A.F.E. dividend stocks also have preferred shares that should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
This article first appeared on GuruFocus. Major U.S. stock indexes slid as oil prices jumped and geopolitical concerns weighed on markets. The Dow fell about 1%, while broader U.S. trading appeared cautious as crude moved higher after the International Energy Agency said it would release 400 million barrels to try to cool prices. Nasdaq and S&P 500 also dipped 0.4% at the time of writing. The Febr...
This article first appeared on GuruFocus. Major U.S. stock indexes slid as oil prices jumped and geopolitical concerns weighed on markets. The Dow fell about 1%, while broader U.S. trading appeared cautious as crude moved higher after the International Energy Agency said it would release 400 million barrels to try to cool prices. Nasdaq and S&P 500 also dipped 0.4% at the time of writing. The February consumer-price index matched forecasts, with headline inflation at 2.4% and core inflation at 2.5%, and the 10-year Treasury yield rose toward 4.21%, a move that may be tightening investor risk appetite. Rising oil and worries about shipping disruptions through the Strait of Hormuz added to the risk-off tone. Oracle (ORCL) jumped about 10% after lifting its long-term outlook on strong AI demand, providing a rare boost to tech names. By contrast, The Campbell's Company (CPB) slid about 9% after flagging weakness in its Snacks business. Energy shares led gains within the S&P, with Valero Energy (NYSE:VLO), Marathon Petroleum (NYSE:MPC) and Phillips 66 (NYSE:PSX) each advancing, as traders assessed how supply moves and inflation data could shape policy and corporate outlooks.
Nio (NIO 3.95%), a major electric vehicle (EV) producer in China, reported its fourth-quarter earnings on March 10. Its revenue surged 79% year over year to 34.7 billion yuan ($5.0 billion). It generated a net profit of 282.7 million yuan ($40.4 million), compared with a net loss of 7.11 billion yuan a year earlier. That also marked its first-ever quarterly profit. For the full year, Nio's revenue...
Nio (NIO 3.95%), a major electric vehicle (EV) producer in China, reported its fourth-quarter earnings on March 10. Its revenue surged 79% year over year to 34.7 billion yuan ($5.0 billion). It generated a net profit of 282.7 million yuan ($40.4 million), compared with a net loss of 7.11 billion yuan a year earlier. That also marked its first-ever quarterly profit. For the full year, Nio's revenue rose 33% to 87.49 billion yuan ($12.5 billion), its annual deliveries rose 47% to 326,028 units, its vehicle margin expanded 230 basis points to 14.6%, and it narrowed its net loss from 22.4 billion yuan to 14.9 billion yuan ($2.2 billion). Those numbers were impressive, yet Nio's stock still trades below its 2018 IPO price of $6.28 per ADR. It also trades at less than one times this year's sales. So could buying Nio today -- while the bulls look the other way -- set you up for life? Expand NYSE : NIO Nio Today's Change ( -3.95 %) $ -0.23 Current Price $ 5.47 Key Data Points Market Cap $12B Day's Range $ 5.44 - $ 5.88 52wk Range $ 3.02 - $ 8.02 Volume 63M Avg Vol 44M Gross Margin 13.66 % How fast is Nio growing? Nio's eponymous brand sells higher-end electric sedans and SUVs. Its smaller Onvo and Firefly sub-brands, which were launched in 2024, sell cheaper SUVs and compact cars, respectively. It differentiates itself from its competitors with swappable batteries, which can be quickly swapped out at its own battery-swapping stations as a faster alternative to conventional chargers. It generates most of its revenue in China, but it's gradually expanding across Europe. Nio's deliveries more than doubled in 2020 and 2021, but only rose 34% in 2022 and 31% in 2023. Its vehicle margin also dropped from a record high of 20.1% in 2021 to 9.5% in 2023. It mainly attributed the slowdown to tough macro and competitive headwinds. However, its deliveries rose 39% in 2024 and 47% in 2025. That acceleration was mainly driven by the growing popularity of its namesake sedans and Onvo SUVs...
watch now VIDEO 2:07 02:07 Why the Strait of Hormuz standoff could mean smaller harvests, higher grocery bills CNBC Digital Original Video The war in Iran could raise global food prices as the conflict disrupts fertilizer shipments through one of the world's most critical trade routes. While energy markets have focused on oil supply risks, analysts say threats to fertilizer supply chains through t...
watch now VIDEO 2:07 02:07 Why the Strait of Hormuz standoff could mean smaller harvests, higher grocery bills CNBC Digital Original Video The war in Iran could raise global food prices as the conflict disrupts fertilizer shipments through one of the world's most critical trade routes. While energy markets have focused on oil supply risks, analysts say threats to fertilizer supply chains through the Straight of Hormuz may also bring long-term economic issues through food inflation. "Beyond energy, another risk receiving less attention is the potential knock-on effect on food prices, as fertilizer shortages push agricultural costs higher," said Wolfe Research chief economist Stephanie Roth in a note written on Tuesday. Roth estimates the disruption could raise "food-at-home" inflation by roughly 2 percentage points, adding about 0.15 percentage points to headline inflation in the U.S., on top of roughly 0.40 percentage point increase from energy. Those potential price hikes come as U.S. consumers face a sustained stretch of higher prices for food, housing and energy. Inflation for food at home climbed 2.4% year over year in February, the Bureau of Labor Statistics said Wednesday. Customers shop at Walmart on January 22, 2026 in Little Rock, Arkansas. Will Newton | Getty Images More than one-third of globally traded fertilizer passes through the Straight of Hormuz, making it a critical artery for agricultural supply chains. Commercial traffic through the route has largely been halted since the war started late last month, disrupting shipments just as farmers across the Northern Hemisphere prepare fields for spring planting. The timing is critical because fertilizers are applied early in the crop cycle and help determine yields later in the year. "If fertilizer supply tightens during this window, farmers may reduce application rates," Roth said in the note. That could reduce yields for crops like corn, soybeans, wheat and rice and increase agricultural costs. Economist...
The Trump administration’s new replacement tariffs could result in a lower effective rate of 9.1%, according to a strategist at J.P. Morgan Asset Management.
The Trump administration’s new replacement tariffs could result in a lower effective rate of 9.1%, according to a strategist at J.P. Morgan Asset Management.
What happened Beryl Capital Management LLC reported a new holding in CSG Systems International (CSGS 0.07%), purchasing 709,435 shares according to its quarterly portfolio update filed with the U.S. Securities and Exchange Commission (SEC) on February 17, 2026. The estimated value of the transaction was $54.41 million, calculated using the quarter’s average share price. The quarter-end value of th...
What happened Beryl Capital Management LLC reported a new holding in CSG Systems International (CSGS 0.07%), purchasing 709,435 shares according to its quarterly portfolio update filed with the U.S. Securities and Exchange Commission (SEC) on February 17, 2026. The estimated value of the transaction was $54.41 million, calculated using the quarter’s average share price. The quarter-end value of the position also stood at $54.41 million, reflecting both the share acquisition and any price changes during the period. What else to know This was a new position for the fund, representing 5.52% of its $986.35 million reportable U.S. equity AUM as of December 31, 2025. Top five holdings after the filing: NASDAQ:EXAS: $253.72 million (25.8% of AUM) NASDAQ:CFLT: $177.06 million (18.0% of AUM) CRYPTO:DAY: $162.00 million (16.5% of AUM) NASDAQ:CDTX: $115.34 million (11.7% of AUM) NASDAQ:EA: $77.21 million (7.8% of AUM) As of February 17, 2026, shares of CSG Systems International were priced at $79.69, up 28.3% over the past year, with a one-year alpha of 14.72 percentage points versus the S&P 500. Company overview Metric Value Price (as of market close February 17, 2026) $79.69 Market capitalization $2.27 billion Revenue (TTM) $1.22 billion Net income (TTM) $55.88 million Company snapshot CSG Systems International provides revenue management, digital monetization, customer engagement, and payment solutions, with flagship offerings such as the Advanced Convergent Platform and related SaaS-based services. It generates revenue through software licensing, managed and professional services, and recurring SaaS and transaction-based fees primarily from communications sector clients. The company serves cable and satellite operators, telecommunications providers, as well as clients in retail, financial services, healthcare, insurance, and government sectors worldwide. CSG Systems International operates at scale with a global footprint, delivering mission-critical software and services t...
This article first appeared on GuruFocus. Nebius Group N.V. (NASDAQ:NBIS) shares rose about 10% Wednesday after NVIDIA (NASDAQ:NVDA) said it would invest $2 billion in the cloud provider as part of a strategic effort to expand AI-focused infrastructure. The partnership aims to accelerate Nebius's development of hyperscale AI cloud services using NVIDIA's latest computing platforms. Under the agree...
This article first appeared on GuruFocus. Nebius Group N.V. (NASDAQ:NBIS) shares rose about 10% Wednesday after NVIDIA (NASDAQ:NVDA) said it would invest $2 billion in the cloud provider as part of a strategic effort to expand AI-focused infrastructure. The partnership aims to accelerate Nebius's development of hyperscale AI cloud services using NVIDIA's latest computing platforms. Under the agreement, Nebius plans to deploy more than five gigawatts of capacity by 2030, integrating NVIDIA Rubin GPUs, Vera CPUs, and BlueField storage systems. The collaboration will cover AI factory design, inference capabilities, infrastructure deployment, and fleet management optimization. The companies have already begun deploying NVIDIA hardware across multiple gigawatt-scale AI factories in the U.S., seeking to support the growing demand for agentic AI, which refers to autonomous AI systems that can make decisions and act independently. NVIDIA has faced scrutiny over circular financing practices, where it invests in firms that purchase its GPUs, a model it has used with OpenAI, CoreWeave, and Anthropic. Despite this, analysts say the partnership positions Nebius to rapidly scale AI services, leveraging NVIDIA's end-to-end platform from hardware to software.
In Brief Breakout Ventures has closed a $114 million Fund III to back AI-focused early-stage startups working in scientific fields such as biology and chemistry. The firm has already written checks to three companies and plans to invest in at least 20 companies through this fund, with average check sizes ranging from $500,000 to $5 million. Lindy Fishburne, managing director of Breakout Ventures, ...
In Brief Breakout Ventures has closed a $114 million Fund III to back AI-focused early-stage startups working in scientific fields such as biology and chemistry. The firm has already written checks to three companies and plans to invest in at least 20 companies through this fund, with average check sizes ranging from $500,000 to $5 million. Lindy Fishburne, managing director of Breakout Ventures, told TechCrunch the firm was looking for companies focused on “unlocking the complexity of science with AI.” Breakout spun out of a grant program from the Thiel Foundation, and officially launched in 2016. It has previously raised two funds: a $60 million Fund 1 in 2017 and a $112.5 million Fund II in 2021, also focused on science startups. “We’ve always been focused on the opportunity for technology to unlock the power of biology and chemistry to solve massive unmet needs and create new markets,” she told TechCrunch. It took around a year and a half to raise Fund III, she said, from limited partners including The Kraft Group, Pinegrove Venture Partners, and Cubed Capital. “Breakout founders may be PhDs who developed the science they are commercializing, or they may be emerging from industry where they deeply understand the need and opportunity,” she said. “Either way, we look for fit — the obvious reason why this is the best person to build a specific company.”
US benchmark equity indexes were lower intraday, while oil prices moved higher as traders continued Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US benchmark equity indexes were lower intraday, while oil prices moved higher as traders continued Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Byline Times leads the way in exposing the anti-democratic influence of the Kremlin over the affairs of other nations Byline Times exposes the Government’s dangerous ‘herd immunity’ approach towards the Coronavirus pandemic, as well as how incompetence and conspiracies contributed to the UK’s shocking death toll Byline Times investigates the causes and consequences of Britain’s biggest recession f...
Byline Times leads the way in exposing the anti-democratic influence of the Kremlin over the affairs of other nations Byline Times exposes the Government’s dangerous ‘herd immunity’ approach towards the Coronavirus pandemic, as well as how incompetence and conspiracies contributed to the UK’s shocking death toll Byline Times investigates the causes and consequences of Britain’s biggest recession for 30 years The newspaper’s extensive reporting and analysis of the various threats to democracy from populism, oligarchy, dark money and online disinformation. Byline Times‘ coverage of the consequences of, and responses to, the climate crisis Byline Times‘ coverage of the consequences of, and responses to, the climate crisis Byline Times investigates media monopolies, their proximity to politicians, and how the punditocracy doesn’t hold power to account Byline Times explores the weaponisation of Britain’s past as a key tool in a dark project of division and distraction History, music, cooking, travel, books, theatre, film – but also with an eye on the ‘culture wars’, nationalism and identity. The disgraced peer was appointed by Keir Starmer’s Government despite warnings about his role on the board of a Russian defence conglomerate linked to Moscow’s early-warning missile systems Read our Monthly Magazine And support our mission to provide fearless stories about and outside the media system SUBSCRIBE TODAY Keir Starmer approved the appointment of the disgraced peer Lord Mandelson to be the UK’s ambassador to the US, despite officials highlighting his financial links to a Russian defence technology company that produces radar and satellite communications for the country’s land-based missile early-warning system, new documents reveal Mandelson’s appointment was “rushed” through, the documents reveal, despite a due diligence report by the Cabinet Office’s Proprietary and Ethics Team (PET) highlighting that he had served on the board of the Russian conglomerate Sistema. The Ru...
Databricks has launched Genie Code, a built-in autonomous AI assistant for technical talent, and announced the purchase of Quotient AI. Databricks CEO Ali Ghodsi discusses the moves with Caroline Hyde and Ed Ludlow on "Bloomberg Tech.” (Source: Bloomberg)
Databricks has launched Genie Code, a built-in autonomous AI assistant for technical talent, and announced the purchase of Quotient AI. Databricks CEO Ali Ghodsi discusses the moves with Caroline Hyde and Ed Ludlow on "Bloomberg Tech.” (Source: Bloomberg)