Palantir and Marvell among market cap stock movers on Friday By Investing.com Investing.com India

Tiptree press release ( TIPT ): Q4 GAAP EPS of $0.04. More on Tiptree Tiptree: Markets Did Not Like Apparent Tax Leakages In Fortegra Sale Seeking Alpha’s Quant Rating on Tiptree Financial information for Tiptree

Brazil’s antitrust authority has approved a proposed transaction that would allow asset manager IG4 Capital to buy a controlling stake in petrochemicals producer Braskem SA . The approval, announced on Friday, allows troubled Brazilian conglomerate Novonor SA to sell its stake, overcoming a major hurdle in Braskem’s efforts to stage a rebound amid a weak global market for petrochemicals. State-controlled oil producer Petrobras has said a new shareholders agreement would be necessary before considering a capital injection in the company. Before Cade’s decision, newspaper Valor Econômico had reported that IG4 Capital might abandon talks to acquire a controlling stake in Braskem from Novonor due to regulatory delays. Braskem continues to burn through cash and may need to seek bankruptcy protection within the next two or three months, the newspaper reported, citing an executive involved in the talks that it didn’t name. That scenario would differ from the one IG4 agreed to when it entered negotiations, and the asset manager signaled to banks it may back out of the deal, Valor said. Braskem declined to comment on Valor’s story. IG4 didn’t immediately reply to a request for comment. Petrobras, which shares control of Braskem with Novonor SA, also didn’t immediately respond to a request for comment about the report. Petrobras Chief Executive Officer Magda Chambriard told journalists on Friday that Cade’s decision could still be reversed by its administrative tribunal. Earlier on Friday she said that the company was looking forward to reaching “an agreement with a new partner.” The approval by Cade’s superintendence becomes final after 15 days if no appeal or change is made by board members. Braskem shares pared earlier gains and were down 0.8% at 3:40 pm in São Paulo. Read more: Braskem Owner Novonor and IG4 Advance in Deal for Stake Sale In December, IG4 and Novonor — formerly known as Odebrecht — signed a binding agreement with creditor banks to buy all of Novonor’s debt...

Palantir and Marvell among market cap stock movers on Friday Investing.com

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Poll: A majority of Americans opposes U.S. military action in Iran toggle caption Sohrab/Middle East Images/AFP via Getty Images As war with Iran heads toward a second week, most Americans say that they are against the military action and disapprove of how President Trump is handling it, according to the latest NPR/PBS News/Marist poll. By a 56%-44% margin, respondents said they oppose the military action. Just 36% approve of how Trump is handling Iran, and a majority (55%) thinks Iran either represents a minor threat or no threat at all to the United States. Sponsor Message However, 44% do see Iran as a major threat, and Republicans continue to heavily support the actions and this president. The Trump administration has given varied justifications for why it attacked Iran alongside Israel on Feb. 28, including arguing that Iran posed an imminent threat. The survey of 1,591 national respondents took place Monday through Wednesday this week in the days after the United States and Israel began bombing Iran. The survey has a margin or error of 2.8 percentage points, and was conducted in multiple ways — via phone, text and online and in English and Spanish. Most oppose military action in Iran Democrats (86%) and independents (61%) are largely aligned with each other in opposition to the military action. But 84% of Republicans support it. Loading... There were significant splits by age, race and education in addition to political party. Younger people (18-29) were the most likely of any age group to be against the action (64%). White people without college degrees were slightly more in favor of the action, by a 53%-46% margin, while those with degrees were far more likely to be against — 61% opposed, while only 38% were in supported. Men were also more likely than women to support it. Men were nearly split (48% in favor, 52% opposed), while women were more heavily against (41% in support, 59% against). Those who are Black (68%) and Latino (60%) were more likely than whit...

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American Express (AXP 2.62%) has been caught in a sell-off that looks increasingly disconnected from the company's most recent results. Fears about artificial intelligence (AI) disrupting white-collar work, along with broader geopolitical and macroeconomic uncertainty, have pushed the stock down to about $300 as of this writing. But has the stock's sell-off gone too far? After all, the company's latest results were excellent. The lender and credit card company closed 2025 with record revenue, double-digit earnings growth, a refreshed Platinum card in the U.S., and impressive 2026 financial guidance. Impressive momentum American Express's full-year revenue, net of interest expense, rose 10% in 2025 to $72.2 billion. Earnings per share rose 10% to $15.38, or 15% excluding the prior-year gain from its sale of Accertify. And in Q4, specifically, revenue rose 10% to $19.0 billion, and earnings per share increased 16% to $3.53. And the growth drivers behind these results look good. Fourth-quarter card member spending increased 9%, or 8% on an FX-adjusted basis. American Express also said net card fee revenue grew at a double-digit rate for the 30th consecutive quarter. Importantly, the credit quality of its customer base remains strong, too. Full-year net write-offs were 2%, flat from the prior year. Fourth-quarter net write-offs did tick up to 2.1% from 1.9% in the year-ago quarter, but that 2.1% is still very impressive for a credit card lender. Of course, this is not to say the market's worries are completely unfounded. If AI does prove to be disruptive to the workforce and white-collar layoffs rise, American Express could see more pressure than other lenders since its business is focused on higher spenders. Additionally, if the geopolitical situation worsens and begins to affect consumer confidence, this could hurt cardmember spending. A fairly valued stock At about $300 per share, American Express trades for roughly 19.5 times earnings. But the stock also trades for ...

Key Points American Express recently reported impressive fourth-quarter results, and management guided for a strong 2026. The credit card specialist is returning meaningful capital to shareholders through both dividends and buybacks. Management's outlook calls for double-digit earnings-per-share growth in 2026. 10 stocks we like better than American Express › American Express (NYSE: AXP) has been caught in a sell-off that looks increasingly disconnected from the company's most recent results. Fears about artificial intelligence (AI) disrupting white-collar work, along with broader geopolitical and macroeconomic uncertainty, have pushed the stock down to about $300 as of this writing. But has the stock's sell-off gone too far? 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 » After all, the company's latest results were excellent. The lender and credit card company closed 2025 with record revenue, double-digit earnings growth, a refreshed Platinum card in the U.S., and impressive 2026 financial guidance. Impressive momentum American Express's full-year revenue, net of interest expense, rose 10% in 2025 to $72.2 billion. Earnings per share rose 10% to $15.38, or 15% excluding the prior-year gain from its sale of Accertify. And in Q4, specifically, revenue rose 10% to $19.0 billion, and earnings per share increased 16% to $3.53. And the growth drivers behind these results look good. Fourth-quarter card member spending increased 9%, or 8% on an FX-adjusted basis. American Express also said net card fee revenue grew at a double-digit rate for the 30th consecutive quarter. Importantly, the credit quality of its customer base remains strong, too. Full-year net write-offs were 2%, flat from the prior year. Fourth-quarter net write-offs did tick up to 2.1% from 1.9% in the year-ago quarter, but that 2.1% is ...

May NY world sugar #11 (SBK26) today is up +0.42 (+3.06%), and May London ICE white sugar #5 (SWK26) is up +9.30 (+2.29%). Sugar prices are sharply higher today amid soaring crude oil prices. WTI crude oil (CLJ26) surged more than +11% today to a 2.25-year high, which benefits ethanol prices and could prompt the world's sugar mills to divert more cane crushing toward ethanol production rather than sugar, thus curbing sugar supplies. Don’t Miss a Day: On February 12, sugar prices plunged to 5.25-year nearest-futures lows on concern that a global sugar surplus will persist. On February 11, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Also, Green Pool Commodity Specialists said on January 29 that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Meanwhile, StoneX said February 13 that it expects a global sugar surplus of 2.9 MMT in 2025/26. Last Friday, the International Sugar Organization (ISO) forecast a +1.22 MMT (million metric ton) sugar surplus in 2025-26, below an earlier projection of +1.63 AMMT. That follows a -3.46 MMT deficit in 2024-25. ISO said the surplus is being driven by increased sugar production in India, Thailand, and Pakistan. ISO is forecasting a +3.0% y/y rise in global sugar production to 181.3 million MMT in 2025-26. Signs of lower sugar output in Brazil are supportive of sugar prices, after Unica on February 18 reported that sugar production in Brazil's Center-South in the second half of January fell by -36% y/y to only 5,000 MT. However, cumulative 2025-26 Center-South sugar output through January is up by +0.9% y/y to 40.24 MMT. Also, the ratio of cane crushed for sugar rose to 50.74% in 2025/26 from 48.14% in 2024/25. Consulting firm Safras & Mercado said on December 23 that Brazil's sugar production in 2026/27 will fall by -3.91% to 41.8 MMT from 43.5 MMT expected in 2025/26. The firm exp...

May ICE NY cocoa (CCK26) today is up +175 (+5.73%), and May ICE London cocoa #7 (CAK26) is up +105 (+4.76%). Cocoa prices rallied sharply today and posted 1.5-week highs. The ongoing war in Iran has sparked short covering in cocoa futures amid concern that the closure of the Strait of Hormuz will boost shipping costs, curb cocoa exports, and limit supplies. The closure of the strait has increased global shipping rates, insurance costs, and fuel prices, thereby raising cocoa importers' costs. Don’t Miss a Day: On Monday, May NY cocoa posted a contract low, and nearest-futures London cocoa (H26) fell to a 3-year low after the International Cocoa Organization (ICCO) raised its global 2024/25 cocoa surplus estimate to 75,000 MT from a November forecast of +49,000 MT, the first surplus in four years. The ICCO also forecasts global cocoa production in 2024/25 will climb by +8.4% y/y to 4.7 MMT. Cocoa prices are in the midst of a seven-week-long downtrend, with NY cocoa falling to a 2.75-year low last Friday amid robust global supplies and slack demand. On January 29, StoneX forecasted a global cocoa surplus of 287,000 MT in the 2025/26 season and a 267,000 MT surplus for 2026/27. Also, the International Cocoa Organization (ICCO) reported on January 23 that global cocoa stocks rose +4.2% y/y to 1.1 MMT. International cocoa buyers are reluctant to pay official farm-gate prices in the Ivory Coast and Ghana, which are well above current world prices. The lack of buyers is boosting supplies as ICE cocoa inventories rose to a 6.5-month high of 2,201,701 bags on Wednesday. Last month, Ghana cut the official price it pays its cocoa farmers by nearly 30% for supplies for the 2025/26 growing season, and the Ivory Coast on Wednesday said it would cut cocoa farmer pay by 57% that would kick in for the mid-crop harvest that starts in March. The Ivory Coast and Ghana produce more than half of the world's cocoa. Favorable growing conditions in West Africa are also a negative factor for ...

May arabica coffee (KCK26) today is up +4.05 (+1.40%), and May ICE robusta coffee (RMK26) is up +31 (+0.83%). Coffee prices are climbing today, with arabica posting a 3-week high and robusta posting a 2.5-week high. Global supply concerns are boosting coffee prices as the war in Iran has halted shipping through the Strait of Hormuz, increased global shipping rates, insurance, and fuel costs, which will raise costs for coffee importers and roasters. Also, coffee prices have positive carryover from Thursday when Brazil's Trade Ministry reported that Brazil's Feb coffee exports fell -17.4% y/y to 142,000 MT. Don’t Miss a Day: Smaller coffee supplies from Colombia, the world's second-largest arabica producer, are supportive of prices, following the National Federation of Coffee Growers' report that January coffee production fell by -34% y/y to 893,000 bags. Beneficial rains in Brazil have improved the outlook for the country's coffee crop, and are a bearish factor for prices. Somar Meteorologia reported Monday that Brazil's largest arabica coffee-growing area, Minas Gerais, received 78 mm of rain during the week ended February 20, or 131% of the historical average. Coffee prices have sold off sharply over the past five weeks, with arabica falling to a 15-month low last Tuesday and robusta tumbling to a 6.75-month low last Monday as signs of a bumper Brazilian coffee crop have improved the global supply outlook. On February 5, Conab, Brazil's crop forecasting agency, said that Brazil's 2026 coffee production will climb by +17.2% y/y to a record 66.2 million bags, with arabica production up +23.2% y/y to 44.1 million bags and robusta production up +6.3% y/y to 22.1 million bags. Meanwhile, last Wednesday, Rabobank said that global coffee production is projected to reach a record 180 million bags in the 2026/27 season, up by about 8 million bags from a year earlier. Soaring coffee exports from Vietnam, the world's largest robusta producer, are bearish for robusta prices. V...

Dramatising Onjali Q Raúf’s refugee tale The Boy at the Back of the Class brought cheers and boos from a young audience – showing they can handle the truth I’d never heard of The Boy at the Back of the Class before I was asked to adapt it in 2023. My son had just turned one when Onjali Q Raúf’s novel came into my life. While I could have recited every Julia Donaldson book in my sleep at the time, this would have been a little advanced for his reading age. Since then, I have of course read the book and its impact is extraordinary. It follows a young Syrian boy, Ahmet, who arrives in the UK without his parents. He joins a school and befriends a group of kids who hear that the government is going to “close the gates”. They don’t fully understand what it means other than that Ahmet’s parents, who must be looking for him, won’t be able to get into the country. So they decide, in a beautifully innocent way, to go to the most powerful person they can think of – the queen! – and ask for help to find Ahmet’s parents and keep the gates open. There is a wonderful simplicity to the whole thing. Continue reading...

A small but telling detail from a vast and baffling chain of events. You probably saw the footage of Donald Trump’s declaration of war on Iran two weeks ago, a piece of history played out in real time, a moment where the inevitable violent deaths of thousands of people were in effect announced. In the video Trump is shown propped up at his plinth, using that sing-song intonation he employs to appear cod-statesmanlike, faux-grave, but sounding instead like a semi-sentient robot vacuum cleaner in the seconds before it runs out of battery life. To the great people of Iran. America is backing you. Don’t go outside. It’s very dangerous out there. We will for the foreseeable future be bombing you to freedom. Having bragged about sending servicemen and women to commit acts of war, Trump moves on to encouraging the people of Iran to walk into the path of one of the world’s most viciously militarised states. Guys. This is your big chance. Like the Kurds. Remember the first Gulf war? The great, very brave, very massacred Kurdish people. So do it now. Go out and overthrow a murderous theocracy with your bare hands. If you’re up for it. This was not a suggestion it would be reasonable or logical to act on. It was a speech to posterity. It was a retrospective justification being laid down, in effect a disclaimer, to the extent Trump should probably have read it in a super-quick voice like the terms and conditions at the end of a gambling advert. Well, we did ask the great people of Iran to self-massacre on our behalf. We put it out there. Throughout this moment of huge global significance, a montage clip for the 21st century, Trump is wearing a cheap-looking white cap with a USA logo on it. It’s a small detail. But it’s still jarring. He looks like a Florida golf pensioner ordering the surf and turf platter at an early bird diner. Presidents don’t generally wear random baseball caps to declare war. The cap is not White House issue or Republican party uniform. But if you follow f...

In Brief In a recent security partnership with Mozilla, Anthropic found 22 separate vulnerabilities in Firefox — 14 of them classified as “high-severity.” Most of the bugs have been fixed in Firefox 148 (the version released this February), although a few fixes will have to wait for the next release. Anthropic’s team used Claude Opus 4.6 over the span of two weeks, starting in the javascript engine and then expanding to other portions of the codebase. According to the post, the team focused on Firefox because “it’s both a complex codebase and one of the most well-tested and secure open-source projects in the world.” Notably, Claude Opus was much better at finding vulnerabilities than writing software to exploit them. The team ended up spending $4,000 in API credits trying to concoct proof-of-concept exploits, but only succeeded in two cases. Still, it’s a reminder of how powerful AI tools can be for open-source projects — even if they bring a flood of bad merge requests alongside the useful ones.

With record fundraising after the 2008 financial crisis, direct-lending vehicles have loosened their underwriting standards and are due for a stress test, according to a Pacific Investment Management Co . analysis of private-credit risks. “Like every mature segment of leveraged finance, direct lending should eventually face a full‑blown default cycle – one that would test its resilience to both sector‑specific and macroeconomic shocks,” analysts Lotfi Karoui and Gabriel Cazaubieilh said in a note to clients Friday. Concerns over private credit have intensified in recent months after high-profile corporate blowups raised concerns about defaults, and amid fears that direct-lending funds are too exposed to the software firms that stand to be disrupted by artificial intelligence. The unease has most recently surfaced among investors in business development companies, closed-end private debt vehicles aimed at retail clients. As a wave of skittish BDC backers asked for their money, alternative investment firms such as BlackRock Inc. and Blue Owl Capital Inc. have curbed redemptions. These investors are learning that they can’t always get their money back from so-called semi-liquid funds that offer quarterly withdrawals but can curb redemptions if they reach a certain limit. “While the risk of a true ‘bank-run’ dynamic in these vehicles is generally low, given explicit contractual limits on redemptions and the ability of managers to gate flows, semi-liquid does not mean fully liquid,” they wrote. “Investors must still assess their own liquidity needs and tolerance for constrained access to capital.” Heavy exposure to software in direct-lending portfolios will likely constrain performance relative to public stocks and other parts of private credit, they said. Moreover, direct-lending funds haven’t been compensating investors for locking up their money for longer, according to the Pimco analysts. Early Critic Pimco was one of the early critics of private credit, which has ba...

太平洋島國所羅門群島對出海域，發生黎克特制6.3級淺層地震，暫時未有傷亡、損毀或海嘯報告。 地震在本港時間昨晚10時27分發生，震央位於所羅門群島首都霍尼亞拉東南約420公里，震源深度8.7公里。美國地質勘探局最初公布強度為6.7級，其後修訂為6.3級，本港天文台則錄得6.4級。

On September 26, 2022, NASA’s Double Asteroid Redirection Test (DART) spacecraft crashed into a binary asteroid system . By intentionally ramming a probe into the 160-meter-wide moonlet named Dimorphos, the smaller of the two asteroids, humanity demonstrated that the kinetic impact method of planetary defense actually works. The immediate result was that Dimorphos’ orbital period around Didymos, its larger parent body, was slashed by 33 minutes . Of course, altering a moonlet’s local orbit doesn’t seem like enough to safeguard Earth from civilization-ending impacts. But now, as long-term observational data has come in, it seems we accomplished more than that. DART actually changed the trajectory of the entire Didymos binary system, altering its orbit around the Sun. Tracking space rocks Measuring the orbital shift of a 780-meter-wide primary asteroid and its moonlet from millions of miles away isn’t trivial. When DART slammed into Dimorphos, it didn't knock the binary system wildly off its trajectory around the Sun. The change in the system's heliocentric trajectory was expected to be small, a minuscule nudge that would become apparent only after months or years of continuous observation. By analyzing enough painstakingly gathered data, a global team of researchers led by Rahil Makadia at the University of Illinois Urbana-Champaign has now determined the consequences of the DART impact. Read full article Comments

South Korea’s top power equipment maker, HD Hyundai Electric Co. , is accelerating its US expansion, betting that demand for transformers and switchgear will surge as the artificial intelligence “supercycle” drives a new wave of power consumption. The company cites a convergence of drivers — AI and data centers, a revival in US manufacturing, aging grid infrastructure and the shift to renewables — that is spurring large-scale grid investment. Those trends are pushing HD Hyundai to deepen its American footprint in what it sees as a prolonged industry upcycle. “We believe this supercycle will last much longer than expected,” Kang Sungsoo, president of HD Hyundai Electric America, told Bloomberg News in an interview. HD Hyundai holds an estimated 15% to 20% share of the US high-voltage transformer market and operates the country’s largest ultra-high-voltage transformer plant in Alabama. It is in talks with five or six of the world’s top “Big Tech” firms, with some supply agreements already signed and initial shipments set to begin as esoon as later this year. “Some of them have tripled their volume requirements compared to 2024 to support new data centers and on-site power generation,” Kang said without naming the companies. To meet rising orders, the company broke ground Friday on a second plant at its 130,000-square-meter (32-acre) Alabama site. The $200 million project, due for completion in April 2027, is expected to lift annual production capacity by 50% and increase annual revenue by about 200 billion won ($136 million), equivalent to roughly 5% of last year’s sales. “The additional capacity from the new plant is already sold out for years, so we’re not concerned about what some call an AI bubble,” Kang said ahead of the groundbreaking ceremony. Read More: US Grid Expansion Drive Hinges on Imported Transformers: BNEF Kang dismissed concerns that AI-related power demand may be nearing a peak, saying current growth is still largely driven by reshoring, grid upgrade...

After a wobbly week, Wall Street turned away from risky investments again on Friday. The sell-off that started earlier in the week hit the accelerator right out of the opening gate. It also bounced back mid-morning, just like it did on Tuesday. By lunchtime ET, the three leading indexes were down by approximately 1%: ^SPX data by YCharts This time, the Nasdaq Composite (^IXIC 1.09%) index showed a smaller loss than the Dow Jones Industrial Average (^DJI 1.19%) and the S&P 500 (^GSPC 1.14%). That's unusual, since the tech-heavy Nasdaq index tends to be more volatile than the broad-based S&P 500 or the handpicked group of 30 elite stocks in the Dow. Then again, Friday's moves didn't center on Silicon Valley. Instead, investors focused on the war in Iran as strikes were met by counter-strikes. At this point, the conflict seems likely to continue for weeks or even months. Shipping lanes for Middle Eastern oil are blocked, with global impacts on all financial systems and many different industries. Today, the largest losses were seen in financial stocks and basic materials producers. Oil, anxieties, and the Strait of Hormuz This week offered a crash course in how fast geopolitical trouble can rattle Wall Street. Tensions in the Middle East reached a breaking point at the Strait of Hormuz. Oil and LNG tankers abruptly stopped transiting through that critical chokepoint. Airlines scrambled to reroute flights. The markets did what markets do when uncertainty spikes; they headed for the exits. Sparks of optimism popped up along the way, mostly fueled by strong earnings reports from economic bellwether companies. But the overall trend was strongly bearish, from the tech sector to the Dow's largely industrial and financial giants: ^SPX data by YCharts Crude oil prices jumped about 35% this week to clear $90 a barrel. That's fine if you've been stockpiling barrels in your garage, but not so great for everyone else. Pretty much everyone and everything depends on energy in some wa...

Key Points Escalating conflict in Iran has blocked shipping lanes at the Strait of Hormuz, sending crude oil prices up about 35% for the week. Financial stocks and basic materials producers took the biggest hits on Friday as investors priced in ongoing disruptions to global trade. The Dow's industrial-heavy roster made it especially vulnerable to energy and shipping disruptions. 10 stocks we like better than Dow Jones Industrial Average › After a wobbly week, Wall Street turned away from risky investments again on Friday. The sell-off that started earlier in the week hit the accelerator right out of the opening gate. It also bounced back mid-morning, just like it did on Tuesday. By lunchtime ET, the three leading indexes were down by approximately 1%: 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 » ^SPX data by YCharts This time, the Nasdaq Composite (NASDAQINDEX: ^IXIC) index showed a smaller loss than the Dow Jones Industrial Average (DJINDICES: ^DJI) and the S&P 500 (SNPINDEX: ^GSPC). That's unusual, since the tech-heavy Nasdaq index tends to be more volatile than the broad-based S&P 500 or the handpicked group of 30 elite stocks in the Dow. Then again, Friday's moves didn't center on Silicon Valley. Instead, investors focused on the war in Iran as strikes were met by counter-strikes. At this point, the conflict seems likely to continue for weeks or even months. Shipping lanes for Middle Eastern oil are blocked, with global impacts on all financial systems and many different industries. Today, the largest losses were seen in financial stocks and basic materials producers. Oil, anxieties, and the Strait of Hormuz This week offered a crash course in how fast geopolitical trouble can rattle Wall Street. Tensions in the Middle East reached a breaking point at the Strait of Hormuz. Oil and LNG tanke...

Ensign Energy Services press release ( ESVIF ): FY GAAP EPS of -C$0.21. Revenue for 2025 was C$1,638.9 million, a three percent decrease from 2024 revenue of C$1,684.2 million. More on Ensign Energy Services Inc. Seeking Alpha’s Quant Rating on Ensign Energy Services Inc. Historical earnings data for Ensign Energy Services Inc. Financial information for Ensign Energy Services Inc.