TORONTO, March 05, 2026 (GLOBE NEWSWIRE) -- Martinrea International Inc. (TSX : MRE), a diversified and global automotive supplier engaged in the design, development and manufacturing of highly engineered, value-added Lightweight Structures and Propulsion Systems, today announced the release of its financial results for the fourth quarter and year ended December 31, 2025, and declared a quarterly ...
TORONTO, March 05, 2026 (GLOBE NEWSWIRE) -- Martinrea International Inc. (TSX : MRE), a diversified and global automotive supplier engaged in the design, development and manufacturing of highly engineered, value-added Lightweight Structures and Propulsion Systems, today announced the release of its financial results for the fourth quarter and year ended December 31, 2025, and declared a quarterly cash dividend of $0.05 per share. HIGHLIGHTS Full Year 2025: Total sales of $4,821.9 million, production sales of $4,610.7 million. Adjusted Operating Income ( 1 ) of $268.1 million. of $268.1 million. Adjusted Operating Income Margin ( 1 ) of 5.6%, up 30 basis points year over year. of 5.6%, up 30 basis points year over year. Free Cash Flow ( 1 ) (excluding principal payments of IFRS-16 lease liabilities) of $199.0 million, a record for the Company. (excluding principal payments of IFRS-16 lease liabilities) of $199.0 million, a record for the Company. Diluted net earnings per share of $1.47 and Adjusted Net Earnings per Share (1) of $2.25 or $1.83 at a normalized effective tax rate after adjusting for unusual foreign exchange movements between the Mexican peso and the U.S. dollar that do not impact cash (refer to “Overall Results” section for further details). of $2.25 or $1.83 at a normalized effective tax rate after adjusting for unusual foreign exchange movements between the Mexican peso and the U.S. dollar that do not impact cash (refer to “Overall Results” section for further details). Net debt-to-Adjusted EBITDA (1) (excluding IFRS 16 impact) ended the year at 1.35x, comfortably within the Company’s target of 1.5x or better. (excluding IFRS 16 impact) ended the year at 1.35x, comfortably within the Company’s target of 1.5x or better. Improved safety performance with a Total Recordable Injury Frequency (TRIF) of 0.71, a 28% improvement over 2024 and a 92% improvement since 2014. Fourth Quarter 2025: Total sales of $1,187.3 million, production sales of $1,126.7 millio...
The conflict with Iran has underscored the limitations of relying on existing high-end air defense systems against sustained waves of cheaper enemy missiles, drones and guided bombs, the chief strategy officer of defense technology company Anduril Industries Inc. said. “We need to think through an entirely different way of defending our airspace,” Christian Brose said in an interview in Tokyo. “Th...
The conflict with Iran has underscored the limitations of relying on existing high-end air defense systems against sustained waves of cheaper enemy missiles, drones and guided bombs, the chief strategy officer of defense technology company Anduril Industries Inc. said. “We need to think through an entirely different way of defending our airspace,” Christian Brose said in an interview in Tokyo. “That’s something that we’re now starting to really get our minds around.” While the US says it has struck more than 2,000 targets in a conflict it launched alongside Israel on Saturday, Iran has responded with air attacks on US bases, energy infrastructure and civilian buildings across the Middle East. The US estimates that Iran has fired more than 2,500 projectiles since the start of the conflict, the vast majority of them drones. US-made Patriot air-defense missiles have shot down the bulk of Iranian projectiles, but enough have made it past defenses to wreak havoc in the region. If the war drags on, a challenge for the US and its regional allies will be to ensure they have sufficient stocks of Patriot interceptor missiles, which cost millions of dollars each. Brose said the war was reinforcing lessons from other recent conflicts, including the Russian invasion of Ukraine, about the importance of building multi-layered air defenses that can counter an adversary armed with large volumes of missiles and drones. “In addition to these very exquisite and very expensive weapons that we’re going to continue to rely upon, we’re just going to have to build a different class of air defense system and air defense interceptor that’s lower cost and faster to produce,” Brose said. Anduril is developing systems to defend against drones and other aerial threats. In 2024, the Pentagon awarded the company a $250 million contract to deliver around 500 reusable Roadrunner vertical takeoff drone interceptors. “We’re putting an enormous amount of investment in terms of not just the air defense w...
On the 190th anniversary of the Battle of the Alamo, Nasdaq convened leaders at one of America's most iconic landmarks to ring the closing bell and celebrate the official launch of Nasdaq Texas — the exchange's new dual-listing venue in the Lone Star State. The remote bell ceremony, held in front of the Alamo in San Antonio, brought together Nasdaq leadership, Texas state officials, and the first ...
On the 190th anniversary of the Battle of the Alamo, Nasdaq convened leaders at one of America's most iconic landmarks to ring the closing bell and celebrate the official launch of Nasdaq Texas — the exchange's new dual-listing venue in the Lone Star State. The remote bell ceremony, held in front of the Alamo in San Antonio, brought together Nasdaq leadership, Texas state officials, and the first cohort of companies to dual-list on the new venue. Governor Greg Abbott, Lieutenant Governor Dan Patrick, and San Antonio Mayor Gina Ortiz Jones attended the event, underscoring the level of bipartisan political support behind Texas's growing importance as a center of capital formation. Nasdaq CEO Adena Friedman framed the occasion as a natural meeting of two storied legacies. "Texas has long represented what it means to be bold. To take risks. To build. To lead," she said. "That spirit mirrors Nasdaq's own story. We were founded to challenge convention, to modernize markets and expand access to capital for innovators who shape the future." In order to operationalize its new venue, Nasdaq reincorporated its Nasdaq BX exchange to Texas, making Nasdaq Texas not just operationally active but legally domiciled in the state. Dual listing on Nasdaq Texas allows companies to align with Texas’ business environment while allowing access to deep liquidity, global investors, and the ability to benefit from advanced market technology. Rachel Racz, Nasdaq Senior Vice President and Head of Listings for Texas, Central & Southern U.S., and Latin America, said, “Nasdaq is here because we believe the independent spirit of this state deserves direct access to global capital and global opportunity.” Six companies joined Friedman at the bell, representing a cross-section of industrial and economic breadth: J.B. Hunt Transportation Services, Huntington Bancshares, ProFrac Services, Firefly Aerospace, Construction Partners, and Apache Corporation. Nasdaq itself also announced it will dual-list on...
CK Hutchison Holdings Ltd. ’s plans to sell its suite of global ports are at an impasse a year after the deal was announced, with hopes now pinned on an upcoming meeting between Donald Trump and Chinese leader Xi Jinping to yield a political breakthrough. Talks with the buyer consortium, which includes BlackRock Inc. , Italian billionaire Gianluigi Aponte ’s Terminal Investment Ltd. and state-owne...
CK Hutchison Holdings Ltd. ’s plans to sell its suite of global ports are at an impasse a year after the deal was announced, with hopes now pinned on an upcoming meeting between Donald Trump and Chinese leader Xi Jinping to yield a political breakthrough. Talks with the buyer consortium, which includes BlackRock Inc. , Italian billionaire Gianluigi Aponte ’s Terminal Investment Ltd. and state-owned China Cosco Shipping Corp. , made little progress in recent months, though the deal is not dead, people familiar with the matter said, asking not to be identified discussing private deliberations. CK Hutchison, BlackRock, Cosco and the Aponte family’s MSC Mediterranean Shipping Co. , which controls Terminal Investment, didn’t respond to requests for comment. The parties hope the planned summit between the US and Chinese leaders will yield a political breakthrough that will pave the way for the sale’s completion, the people said. But there’s no guarantee that the transaction will be prioritized for discussion during Trump’s visit to Beijing between March 31 and April 2, they said. It’s a bleak outlook for CK Hutchison, which a year ago had expected to receive more than $19 billion in cash for the group of 43 ports, including two strategically-important ones along the Panama Canal. The Hong Kong conglomerate has instead become a prime example of how geopolitics now shapes the fate of multi-national companies, as private assets become diplomatic bargaining chips. The deal has faced one setback after another. Besides China’s protracted objections to the transaction, CK Hutchison has also lost control of the two Panama ports last month after Panama seized the assets amid pressure from Trump. The attack on Iran by the US and Israel and resulting collapse of shipping through the vital Strait of Hormuz further underscore how exposed port assets are to geopolitical shocks. The uncertainty in the Middle East, where seven of the ports are located, now threaten to weigh on the deal’s...
The FBI said Thursday that it had found “suspicious” activity on its computer systems, but didn’t provide further details. The bureau said in a statement that it “identified and addressed suspicious activities on FBI networks, and we have leveraged all technical capabilities to respond.” The affected FBI networks are part of a system used to manage wiretaps and and other surveillance activities, a...
The FBI said Thursday that it had found “suspicious” activity on its computer systems, but didn’t provide further details. The bureau said in a statement that it “identified and addressed suspicious activities on FBI networks, and we have leveraged all technical capabilities to respond.” The affected FBI networks are part of a system used to manage wiretaps and and other surveillance activities, according to CBS News and CNN . Both broadcasters said the information came from people familiar with the matter that they didn’t name. An FBI spokesperson declined to provide additional information beyond the statement. US government agencies are frequently probed and sometimes penetrated by hackers, including those backed by foreign adversaries.
narvikk/iStock via Getty Images By Zain Vawda EUR/USD ( EUR:USD ) finds itself at a critical technical and fundamental juncture. After a volatile week defined by a "flight to safety," the pair has broken back below the psychological 1.1600 barrier. What is driving EUR/USD price action? One could almost call EUR/USD's conundrum as a "tale of two tensions." The pair is navigating through a mix of ge...
narvikk/iStock via Getty Images By Zain Vawda EUR/USD ( EUR:USD ) finds itself at a critical technical and fundamental juncture. After a volatile week defined by a "flight to safety," the pair has broken back below the psychological 1.1600 barrier. What is driving EUR/USD price action? One could almost call EUR/USD's conundrum as a "tale of two tensions." The pair is navigating through a mix of geopolitical anxiety and central bank caution. The European Central Bank (ECB) published its meeting accounts today. While the Governing Council expressed confidence that inflation is trending toward target, they emphasized "persistent uncertainty." This cautious rhetoric suggests the ECB is in no rush to pivot aggressively, but it also fails to provide the hawkish spark the Euro needs to decouple from the dollar’s strength. Add to this the escalating conflict in the Middle East and you have a cocktail for explaining the slide in EUR/USD. Looking at the latest from the Middle East, according to reporting from Axios, President Trump has asserted that he must be personally involved in the process of selecting Iran’s next leader. While acknowledging that Mojtaba Khamenei is currently the most likely individual to succeed the Supreme Leader, the President characterized such an outcome as unacceptable. This is likely to keep tensions high and a peace deal or ceasefire out of reach which would continue to lend support to the US dollar and drag EUR/USD lower. NFP and jobs data tomorrow Recent US economic indicators, including a strong ISM Services PMI (56.1) and steady private payroll data, continue to paint a picture of US economic outperformance. This "American exceptionalism" keeps the Federal Reserve's policy path looking more robust compared to its European counterpart. Tomorrow though will bring the highly anticipated NFP release. As the most significant labor market data point of the month, a strong reading could cement the dollar's dominance, while a miss might provide the e...
With amplified volatility in the cryptocurrency market this week, it should be no surprise to see top tokens like XRP (XRP 2.66%) swinging wildly. That's once again the case, with today's big 24-hour move taking place between 7:00 a.m. ET yesterday and today, during which XRP saw a nice move of more than 6% over this time frame. Expand CRYPTO : XRP XRP Today's Change ( -2.66 %) $ -0.04 Current Pri...
With amplified volatility in the cryptocurrency market this week, it should be no surprise to see top tokens like XRP (XRP 2.66%) swinging wildly. That's once again the case, with today's big 24-hour move taking place between 7:00 a.m. ET yesterday and today, during which XRP saw a nice move of more than 6% over this time frame. Expand CRYPTO : XRP XRP Today's Change ( -2.66 %) $ -0.04 Current Price $ 1.42 Key Data Points Market Cap $87B Day's Range $ 1.40 - $ 1.46 52wk Range $ 1.14 - $ 3.65 Volume 2.9B Now slightly down over the past 24 hours (alongside the broader sector), investors may want to look under the hood to see whether XRP's recent upside momentum is worth legging into, or if this sustained macro downturn in risk assets is enough of a reason to sell. Here's why I think things aren't looking so bad for XRP investors under the hood. Why XRP's price action has been so volatile of late Few readers will need to be reminded of the extreme uncertainty facing investors right now, particularly in the world of geopolitics. With Venezuela now in the rearview mirror, and investors forced to shift their focus to the Middle East and Ecuador (didn't see that one coming), rising commodity prices and currency swings are making life difficult for traders and investors looking to build their discounted cash flow models. In the cryptocurrency sector, one underpinned by fewer fundamentals, the underlying sentiment shift resulting from these actions has driven capital mostly out of the crypto sector of late. That said, one of the more notable developments for XRP has been recent spot ETF launches from the likes of Bitwise and Grayscale, which have provided capital inflows. That's a big positive factor driving this morning's move higher, in my view. Additionally, growth in active wallets and broader liquidity improvements late last year led to improvements in the order book, which I've seen carry over to a degree in Q1 of 2026. I'll be keeping an eye on XRP's fundamentals, but...
Liens/iStock via Getty Images NexGen Energy ( NXE ) was initiated Thursday at UBS with a Buy rating and C$20 price target, saying the stock offers exposure to the tier-1 Rook I project with significant exploration upside that offers attractive valuation support and upside to higher uranium prices through its largely uncontracted order book. UBS analysts led by George Eadie said they view Rook I as...
Liens/iStock via Getty Images NexGen Energy ( NXE ) was initiated Thursday at UBS with a Buy rating and C$20 price target, saying the stock offers exposure to the tier-1 Rook I project with significant exploration upside that offers attractive valuation support and upside to higher uranium prices through its largely uncontracted order book. UBS analysts led by George Eadie said they view Rook I as a multi-decade project capable of producing annual C$2.2B real steady-state EBITDA in their base case, implying ~5x EV/EBITDA or ~16% free cash flow yield at steady state, while modeling sales ramping from 2033 and ~20M lbs/year at steady state using higher cost and capex assumptions compared to the latest guidance and a $100/lb real uranium price. While NexGen ( NXE ) faces many challenges over the coming years, E adie and his team see Rook I receiving approval in H1 2026 and construction ramping up later this year and believe risks can be adequately managed and are more than offset by the asset's quality and valuation relative to peers in a space where equities are trading at premiums to historic levels. More on NexGen Energy NexGen Energy Q4 2025 Earnings Call Transcript NexGen Energy Is Accelerating Its Entry Into Uranium Mining In Saskatchewan Seeking Alpha’s Quant Rating on NexGen Energy
rawintanpin/iStock via Getty Images This article updates my review of September 2025 in light of current holdings and recent performance. FNDA strategy Schwab Fundamental US Small Company ETF ( FNDA ) was launched on 08/15/2013 and tracks the RAFI Fundamental High Liquidity U.S. Small Index. FNDA has 889 holdings, a 30-day SEC yield of 1.24%, and an expense ratio of 0.25%. Distributions are paid q...
rawintanpin/iStock via Getty Images This article updates my review of September 2025 in light of current holdings and recent performance. FNDA strategy Schwab Fundamental US Small Company ETF ( FNDA ) was launched on 08/15/2013 and tracks the RAFI Fundamental High Liquidity U.S. Small Index. FNDA has 889 holdings, a 30-day SEC yield of 1.24%, and an expense ratio of 0.25%. Distributions are paid quarterly. FNDA is part of a series of ETFs based on the RAFI methodology , also including: Schwab Fundamental US Broad Market Index ETF ( FNDB ) Schwab Fundamental US Large Company Index ETF ( FNDX ) Schwab Fundamental International Equity ETF ( FNDF ) Schwab Fundamental International Small Equity ETF ( FNDC ) Schwab Fundamental Emerging Markets Equity ETF ( FNDE ) As described in the prospectus by Charles Schwab Asset Management : The index selects, ranks, and weights securities by fundamental measures of company size – adjusted sales, retained operating cash flow, and dividends plus buybacks – rather than market capitalization. This methodology based on a fundamental size score is common to all RAFI indexes. The starting universe is composed of the U.S. companies in the RAFI Global Equity Investable Universe. The bottom 12.5% of the companies by cumulative score are included in the underlying index. The index is divided into four equal segments rebalanced quarterly, resulting in an annual complete rebalancing. The portfolio’s turnover rate was 26% in the most recent fiscal year. I will use as a benchmark the Russell 2000 index, represented by iShares Russell 2000 ETF ( IWM ). Portfolio The fund is diversified across sectors, with notable exposure in industrials (20.5% of asset value), financials (16.5%), consumer discretionary (13.6%), and technology (11.4%). Other sectors are below 10%. Compared to the Russell 2000, FNDA greatly downplays healthcare. FNDA Sector Breakdown (Chart: Author; Data: Charles Schwab, iShares) The portfolio has low company-specific risk. The top ...
Earnings Call Insights: CPI Card Group Inc. (PMTS) Q4 2025 Management View John Lowe, President and CEO, reported "strong fourth quarter performance and solid results for 2025, a year which featured significant strategic, operational and technological advancements." Lowe highlighted a record quarter with revenue growth of 22%, driven by Arroweye’s contribution and robust sales in contactless cards...
Earnings Call Insights: CPI Card Group Inc. (PMTS) Q4 2025 Management View John Lowe, President and CEO, reported "strong fourth quarter performance and solid results for 2025, a year which featured significant strategic, operational and technological advancements." Lowe highlighted a record quarter with revenue growth of 22%, driven by Arroweye’s contribution and robust sales in contactless cards alongside continued double-digit growth from the Software as a Service-based instant issuance solution. Lowe stated, "We delivered strong growth across our debit and credit portfolio in the fourth quarter, driven by sales of contactless cards and ongoing double-digit growth from our Software as a Service-based instant issuance solution." Lowe announced a new organizational structure and reporting segments: Secure Card Solutions, Prepaid Solutions, and Integrated Paytech, explaining, "This change will provide more visibility on our technology-driven solutions as well as highlight the growth and diversification of our business." Lowe noted the Arroweye acquisition, integration progress, and the investment in Karta. He cited Arroweye’s post-acquisition performance: “Arroweye contributed $43 million of revenue and more than $6 million of adjusted EBITDA in less than 8 months in 2025.” Terra Grantham, Interim CFO, directly stated, "Fourth quarter revenue increased 22% to a record $153 million, which reflects a strong $18 million contribution from Arroweye as well as double-digit organic growth from our debit and credit portfolio." Grantham also addressed margin trends and integration costs, noting, "Fourth quarter gross profit margin declined from 34.1% to 31.5%, although it increased from 29.7% in the third quarter." Outlook CPI projects high single-digit revenue growth in 2026, led by expected double-digit growth from the Integrated Paytech segment. Grantham explained, "Our adjusted EBITDA outlook for the year is low to mid-single-digit growth, which reflects benefits from sa...
AST SpaceMobile (ASTS 10.53%) and Rocket Lab (RKLB 2.77%) are both space-oriented companies that went public through mergers with special purpose acquisition companies (SPACs) in 2021. Both stocks outlasted many of their SPAC-backed peers, but which one is the better space stock to buy in this volatile market? What do AST and Rocket Lab do? AST develops low Earth orbit (LEO) satellites that beam 2...
AST SpaceMobile (ASTS 10.53%) and Rocket Lab (RKLB 2.77%) are both space-oriented companies that went public through mergers with special purpose acquisition companies (SPACs) in 2021. Both stocks outlasted many of their SPAC-backed peers, but which one is the better space stock to buy in this volatile market? What do AST and Rocket Lab do? AST develops low Earth orbit (LEO) satellites that beam 2G, 4G, and 5G cellular signals to mobile devices. By working with telecom giants like AT&T (T +0.14%) and Verizon (VZ +0.05%), its satellites can reach rural areas that aren't covered by terrestrial cellular towers. It was also recently selected as a prime contractor for the U.S. Missile Defense Agency's SHIELD program. AST launched its first five Block 1 BlueBird (BB1) commercial satellites in 2024. Last December, it launched its first four Block 2 BlueBird (BB2) satellites, which are 3.5 times larger than its BB1 satellites but process roughly ten times more data. It aims to have 45-60 satellites in orbit by the end of this year, with a long-term goal of expanding that constellation to over 240 satellites. Expand NASDAQ : ASTS AST SpaceMobile Today's Change ( -10.53 %) $ -11.04 Current Price $ 93.85 Key Data Points Market Cap $29B Day's Range $ 91.08 - $ 103.81 52wk Range $ 18.22 - $ 129.89 Volume 611K Avg Vol 16M Gross Margin -14399.31 % Rocket Lab develops reusable orbital rockets. It has already launched its flagship Electron rocket -- which carries small payloads of up to 300 kilograms into low Earth orbit -- 81 times for the deployment of more than 248 satellites. The frequency of its launches has also increased, with 6 in 2021, 9 in 2022, 10 in 2023, 16 in 2024, and 21 in 2025. This year, Rocket Lab will introduce its second rocket, the Neutron, to carry heavier payloads of up to 13,000 kilograms. Over the long term, Rocket Lab plans to evolve into an "end-to-end" space company by expanding its higher-margin Space Systems segment (which produces spacecraft, satellit...
Key Points AST SpaceMobile’s satellite constellations are expanding. Rocket Lab is launching more rockets as it expands its business. 10 stocks we like better than AST SpaceMobile › AST SpaceMobile (NASDAQ: ASTS) and Rocket Lab (NASDAQ: RKLB) are both space-oriented companies that went public through mergers with special purpose acquisition companies (SPACs) in 2021. Both stocks outlasted many of ...
Key Points AST SpaceMobile’s satellite constellations are expanding. Rocket Lab is launching more rockets as it expands its business. 10 stocks we like better than AST SpaceMobile › AST SpaceMobile (NASDAQ: ASTS) and Rocket Lab (NASDAQ: RKLB) are both space-oriented companies that went public through mergers with special purpose acquisition companies (SPACs) in 2021. Both stocks outlasted many of their SPAC-backed peers, but which one is the better space stock to buy in this volatile market? 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 » What do AST and Rocket Lab do? AST develops low Earth orbit (LEO) satellites that beam 2G, 4G, and 5G cellular signals to mobile devices. By working with telecom giants like AT&T (NYSE: T) and Verizon (NYSE: VZ), its satellites can reach rural areas that aren't covered by terrestrial cellular towers. It was also recently selected as a prime contractor for the U.S. Missile Defense Agency's SHIELD program. AST launched its first five Block 1 BlueBird (BB1) commercial satellites in 2024. Last December, it launched its first four Block 2 BlueBird (BB2) satellites, which are 3.5 times larger than its BB1 satellites but process roughly ten times more data. It aims to have 45-60 satellites in orbit by the end of this year, with a long-term goal of expanding that constellation to over 240 satellites. Rocket Lab develops reusable orbital rockets. It has already launched its flagship Electron rocket -- which carries small payloads of up to 300 kilograms into low Earth orbit -- 81 times for the deployment of more than 248 satellites. The frequency of its launches has also increased, with 6 in 2021, 9 in 2022, 10 in 2023, 16 in 2024, and 21 in 2025. This year, Rocket Lab will introduce its second rocket, the Neutron, to carry heavier payloads of up to 13,000 kilograms. Over ...
In keeping with its recently accelerated release cadence, OpenAI has shipped GPT-5.4 (including GPT-5.4 Thinking and GPT-5.4 Pro). This update comes at a critical time, as recent events have led some vocal users to abandon ship for competing products and models from Anthropic and Google. GPT-5.4 is another model update focused on usefulness for agentic tasks, particularly knowledge work. OpenAI sa...
In keeping with its recently accelerated release cadence, OpenAI has shipped GPT-5.4 (including GPT-5.4 Thinking and GPT-5.4 Pro). This update comes at a critical time, as recent events have led some vocal users to abandon ship for competing products and models from Anthropic and Google. GPT-5.4 is another model update focused on usefulness for agentic tasks, particularly knowledge work. OpenAI says this is its first model explicitly aimed at computer-use tasks; like competing models, it can issue keyboard or mouse inputs based on periodic desktop or application screenshots. Read full article Comments
(RTTNews) - Apple (AAPL) is preparing to introduce new transparency tags on Apple Music to help identify songs that involve artificial intelligence in their creation. The new tags will allow distributors to indicate whether AI was involved in elements such as artwork, the music track itself, song lyrics, or accompanying music videos. The metadata tags are designed to provide greater transparency t...
(RTTNews) - Apple (AAPL) is preparing to introduce new transparency tags on Apple Music to help identify songs that involve artificial intelligence in their creation. The new tags will allow distributors to indicate whether AI was involved in elements such as artwork, the music track itself, song lyrics, or accompanying music videos. The metadata tags are designed to provide greater transparency to listeners and industry partners about the use of AI in music production. Distributors will have the option to flag AI-generated or AI-assisted content when submitting music to the platform. The new system will rely on labels and distributors voluntarily identifying AI involvement, raising questions about how consistently it will be applied. Rival streaming platform Spotify is reportedly pursuing a similar approach. Some platforms, including Deezer, are also experimenting with automated AI detection tools, though building highly accurate systems remains challenging for the industry. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
cemagraphics/iStock via Getty Images Neutral sentiment among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. Meanwhile, optimism and pessimism decreased. Bullish sentiment, expectations that stock prices will rise over the next six months, decreased 0.1 percentage points to 33.1%. Bullish sentiment is below its historical average of 37.5%...
cemagraphics/iStock via Getty Images Neutral sentiment among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. Meanwhile, optimism and pessimism decreased. Bullish sentiment, expectations that stock prices will rise over the next six months, decreased 0.1 percentage points to 33.1%. Bullish sentiment is below its historical average of 37.5% for the third time in 14 weeks. Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, increased 4.4 percentage points to 31.4%. Neutral sentiment is below its historical average of 31.5% for the 85th time in 87 weeks. Bearish sentiment, expectations that stock prices will fall over the next six months, decreased 4.2 percentage points to 35.5%. Bearish sentiment is above its historical average of 31.0% for the fourth consecutive week. The bull-bear spread (bullish minus bearish sentiment) increased 4.1 percentage points to –2.5%. The bull-bear spread is below its historical average of 6.5% for the fourth consecutive week. This week’s special question asked AAII members what their perception of inflation is. Here is how they responded: It’s slowing, but not by enough: 38.6% It’s returning to a more acceptable pace: 33.2% It’s still rising too quickly: 22.4% Not sure/no opinion: 5.4% This week’s Sentiment Survey results: Bullish: 33.1%, down 0.1 percentage points Neutral: 31.4%, up 4.4 percentage points Bearish: 35.5%, down 4.2 percentage points Historical averages: Bullish: 37.5% Neutral: 31.5% Bearish: 31.0% The AAII Sentiment Survey has been conducted weekly since July 1987. The survey and its results are available online . If you want to become an effective manager of your own assets and achieve your financial goals, consider a risk-free 30-day Trial AAII Membership .
On February 17, 2026, Ophir Asset Management Pty Ltd disclosed a new position in nCino (NASDAQ:NCNO) , acquiring 1,325,484 shares in a trade estimated at $33.99 million based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Ophir Asset Management reported a new stake in nCino. The fund acquired 1,325,484 shares during the quarter. The position’s quarter-end value w...
On February 17, 2026, Ophir Asset Management Pty Ltd disclosed a new position in nCino (NASDAQ:NCNO) , acquiring 1,325,484 shares in a trade estimated at $33.99 million based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Ophir Asset Management reported a new stake in nCino. The fund acquired 1,325,484 shares during the quarter. The position’s quarter-end value was $33.99 million, reflecting the new position purchase. nCino, Inc. is a leading provider of cloud-based banking software, enabling financial institutions to streamline operations, enhance regulatory compliance, and accelerate digital transformation. The company leverages advanced analytics and machine learning to deliver operational efficiencies and actionable insights for its clients. With a strong focus on the financial services sector, nCino's scalable SaaS platform positions it as a strategic technology partner to banks and credit unions seeking modernization and competitive differentiation. Continue reading
Alistair Berg/DigitalVision via Getty Images Red numbs the mind. It makes you forget what truly moves markets. The fear of an escalation of the conflict in Iran, in my opinion, is creating errors of perception in the market’s aggregate estimates. By drawing parallels with the past, a different truth quickly emerges on the S&P 500. And this truth describes a future scenario that is not as gloomy as...
Alistair Berg/DigitalVision via Getty Images Red numbs the mind. It makes you forget what truly moves markets. The fear of an escalation of the conflict in Iran, in my opinion, is creating errors of perception in the market’s aggregate estimates. By drawing parallels with the past, a different truth quickly emerges on the S&P 500. And this truth describes a future scenario that is not as gloomy as the one depicted in the S&P 500 chart at the beginning of the week. But let me explain better. What worries me about Iran? When talking about Iran, the concern is that we are dealing with a country capable of influencing 20% of global oil . It is therefore natural that the closure of the Strait of Hormuz generates declines in the S&P 500. This creates spikes in the price of oil, which in turn stimulates expected energy inflation: roughly speaking, every $10 increase in the price of oil makes it reasonable to expect a positive impact on inflation of about 0.5%/0.7%. Following this narrative thread, the market seems to be continuing along this logical path that I have tried to summarize in this diagram. Consequential diagram: Iran conflict (Author) But this logical connection is misleading you Oil prices are capturing the totality of media and investor attention. So let’s try to follow this logical thread. To do this, I tried to group in a table the behavior of oil prices over a period of 1–90 days. And we notice that, while in the short term it is normal to see oil prices rise, it is not as common for this spike to be preserved over time. The most striking case saw a +60% increase during the invasion of Kuwait in 1990, then falling to 37% after 90 days. OIL - Event chart (Author) This roughly implies inflationary impacts up to (at least according to my estimates) about +3% in extreme scenarios. Read differently, I interpret it this way: energy inflation is typically transitory and only marginally affects overall inflation. It becomes almost more common, instead, to see “ene...