Meta Platforms (NASDAQ:META) has been aggressively forging major agreements with leading chipmakers to supercharge its AI infrastructure expansion. Deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have already positioned the company to deploy millions of advanced GPUs for training massive AI models like Llama. This diversification strategy not only provides leverage in negotiating better ... Meta Platforms Does It Again, Signs a Multi-Billion Deal With Google

Meta Platforms Does It Again, Signs a Multi-Billion Deal With Google 24/7 Wall St.

Singapore Technologies Engineering ( SGGKF ): 2H Revenue of S$6.43B. More on Singapore Technologies Engineering Seeking Alpha’s Quant Rating on Singapore Technologies Engineering Historical earnings data for Singapore Technologies Engineering Dividend scorecard for Singapore Technologies Engineering Financial information for Singapore Technologies Engineering

FREDERICA ABAN/iStock via Getty Images The following segment was excerpted from the Harbor Small Cap Value Fund Q4 2025 Commentary . The Harbor Small Cap Value Fund (Institutional Class, “Fund”)( HASCX ) returned 2.28%, trailing the Russell 2000 Value® Index, which returned 3.26%, net of fees, during the quarter, with relative underperformance largely driven by an underweight to Health Care, specifically biotechnology. Contributors & Detractors Contributors to Fund performance included Helmerich & Payne ( HP ), The Timken Company ( TKR ). Helmerich & Payne, Inc. (“HP”) provides drilling services and technology to oil and gas producers in the U.S. and internationally. The company operates a fleet of advanced drilling rigs designed to help customers drill wells more efficiently and accurately, with operations spanning North America, the Middle East, and offshore markets. Shares gained more than 30% in the quarter as results exceeded expectations and pointed to improving business conditions. Revenue came in ~4% above estimates as the company kept more rigs working than anticipated, while profitability was also better than forecast. Management indicated that drilling activity in North America has stabilized, and while rig counts may dip in early fiscal 2026, weakness is expected to be temporary rather than structural. Importantly, international activity is improving, with plans to reactivate additional rigs in Saudi Arabia over the next year, supporting longer-term growth and diversification. HP remains a compelling investment due to tight industry capacity and the high cost required to bring idle rigs back into service, limiting competition and supporting pricing power. As drilling activity increases, HP’s scale and high-quality fleet position it to benefit from higher utilization and rising rates. Combined with lower capital spending, improving leverage, and an attractive dividend and free-cash-flow profile, HP appears well positioned to deliver durable shareholder re...

The composition of S&P 500 gains in 2026 looks much different than it has in the past. That could be a good thing for the index.

Noma Security, a provider of AI Security, announced that their comprehensive AI Security platform is now available through the Extended plan in AWS Security Hub, Amazon Web Services' unified security solution. This integration enables customers to secure and protect their AI innovations across the entire environment, from Amazon Bedrock and SageMaker workloads to third-party AI applications and developer-deployed agents, by combining continuous AI discovery and posture management, automated red

Key PointsS&P 500 performance has been heavily driven by the performance of tech stocks over the past few years.

England 161-6 beat New Zealand 159-7 by four wickets Late flurry of runs from allrounders proves crucial Will Jacks and Rehan Ahmed starred as England defied a sluggish pitch to lay down a marker for the semi-finals of the T20 World Cup following an unlikely four-wicket win over New Zealand. Already guaranteed a top-two spot in their Super 8 group after wins over Sri Lanka and Pakistan in Pallekele, England were staring defeat in the face as they required 42 from the last 17 balls. Continue reading...

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Earnings Call Insights: NIQ Global Intelligence plc (NIQ) (NIQ) Q4 2025 Management View CEO James Peck stated, “2025 was a defining year for NIQ. We entered the public markets and executed consistently against our profitable growth strategy and exceeded all key financial targets set at our IPO. 5.7% organic constant currency revenue growth, expanding adjusted EBITDA margins 320 basis points to nearly 22% generating $350 million of free cash flow in the back half and achieving free cash flow positive ahead of schedule. And we deleveraged to 3.25x EBITDA.” Peck highlighted that “client data consumption grew more than 30% year-over-year, a leading indicator of deeper workflow embedment. More than 60% of our top 50 clients adopted at least one AI native NIQ product, increasing platform penetration across our largest accounts.” He also stated, “Total intelligence revenue grew 7.1% in organic constant currency in 2025, led by continued strength in EMEA and Americas. Retention and expansion remained strong with net dollar retention of 105%, gross retention of 98% and annualized subscription revenue growth of 6.6%.” Peck announced, “Our 2026 strategic priorities are clear. Execute our revenue growth algorithm, advance areas of strength, invest prudently and drive the next phase of AI benefits. Mike will discuss our 2026 outlook in more detail, but highlights include a 5-plus percent organic revenue growth, meaningful adjusted EBITDA margin expansion to more than 23.5%, $235 million to $250 million of levered free cash flow. And continued deleverage towards sub-3x by the end of 2026.” He also disclosed a leadership change: “I want to acknowledge Tracey Massey's decision to step down as COO for personal reasons. Over the past several years, Tracey strengthened our client-focused commercial organization and will continue to act as a trusted adviser to me and the rest of the management team.” CFO Michael Burwell remarked, “2025 was a strong year with 5.7% growth, margins expand...

Source: Bloomberg, 4:02

Investors are upset, but Kratos is selling stock at the exact right time -- to never need to sell shares again.

Key PointsKratos announced $1.2 billion in share sales last night.

Earnings Call Insights: BrightSpring Health Services (BTSG) Q4 2025 Management View CEO Jon Rousseau opened by highlighting a "productive and impactful year" with continued revenue and EBITDA growth, noting "the acquisition of Amedisys and LHC home health assets closed in the fourth quarter of 2025" and describing them as "very complementary to our existing home health business." Rousseau stated the Community Living divestiture was approved by the FTC and expected to close by the end of Q1 2026, generating net after-tax cash proceeds of approximately $715 million, which "we intend to primarily utilize for debt paydown to further improve our leverage and further strengthen the balance sheet." Rousseau emphasized that "BrightSpring's operational and financial performance exceeded the high end of our guidance range for the year" and shared, "we are initiating total revenue and adjusted EBITDA guidance for 2026. We expect total revenue to grow approximately 14% year-over-year at the midpoint of the provided range and total adjusted EBITDA to grow approximately 25% year-over-year at the midpoint." CFO Jennifer Phipps stated, "In the fourth quarter of 2025, total company revenue was $3.6 billion, representing 29% growth from the prior year period." She noted, "company gross profit was $413 million, representing growth of 22% compared with the fourth quarter of last year," with adjusted EBITDA for the quarter reaching $184 million, a 41% increase compared to the prior year. Outlook The company expects 2026 total revenue in the range of $14.45 billion to $15.0 billion, and total adjusted EBITDA in the range of $760 million to $790 million, "reflecting 11.9% to 16.2% growth over full year 2025 ... and 23.1% to 27.9% growth over full year 2025," according to Phipps. Pharmacy Solutions revenue is projected at $12.6 billion to $13.1 billion, and Provider Services revenue at $1.85 billion to $1.9 billion. The Amedisys and LHC acquisitions are expected to contribute $30 million t...

格隆汇2月28日｜欧洲理事会主席科斯塔：在欧洲理事会接待葡萄牙总统马塞洛·雷贝洛·德索萨。

Earnings Call Insights: Global Partners LP (GLP) Q4 2025 Management View Eric Slifka, President and CEO, welcomed Kristin Seabrook as Chief Legal Officer, noting "Kristin brings valuable business and legal experience, including her leadership roles at Pilot, and she has already made a strong impact." Slifka emphasized "disciplined execution of a strategy we have built and refined over many years" and highlighted higher volumes in the terminal and wholesale network, with a double-digit increase in Wholesale segment product margin. Slifka reported that the GDSO segment delivered solid results, with strong fuel margins helping to partially offset a decline in volumes and lower station operations contribution due to site optimization. He stated the business is defined by "the strength of our supply terminals, wholesale distribution, bunkering and retail operations, providing multiple sources of earnings that help balance performance across cycles." The CEO described the East Providence terminal’s first full year in the network as having "already exceeded our expectations," and noted the expansion of the bunkering business into the Houston market. He also highlighted investments in data and analytics infrastructure and ongoing portfolio optimization. Slifka announced the Board approved a quarterly cash distribution of $0.76 per common unit, marking the 17th consecutive increase, paid on February 13 to unitholders of record as of February 9. Gregory Hanson, CFO, stated, "Adjusted EBITDA for the fourth quarter of '25 was $94.8 million compared with $97.8 million. Net income for the fourth quarter was $25.1 million versus $23.9 million. Distributable cash flow was $38.4 million for the fourth quarter compared with $45.7 million and adjusted DCF was $38.8 million versus $46.1 million." Outlook Hanson guided for full year 2026 maintenance CapEx in the range of $60 million to $70 million and expansion CapEx, excluding acquisitions, in the range of $75 million to $85 million. H...

Nasa is shaking up its Artemis mission to the moon, cancelling a multibillion-dollar Boeing upgrade to the centrepiece SLS rocket and slotting in a test flight closer to Earth as the programme remains beset by delays and cost overruns. The changes announced on Friday mean that Nasa is essentially swapping the actual moon landing for an additional test mission staged closer to Earth – while insisting the 2028 deadline for a lunar touchdown remains unchanged. Artemis III, which was supposed to be...

England take real momentum into the T20 World Cup semi-finals after Will Jacks and Rehan Ahmed secure a gripping four-wicket victory over New Zealand.

Palantir upgraded to ‘Buy’ by UBS on strong AI and data demand Proactive financial news

UBS upgraded Palantir Technologies Inc (NYSE:PLTR) shares to ‘Buy’ from ‘Neutral,’ highlighting the software company's positioning at the intersection of artificial intelligence (AI) and data spending. The analysts wrote that investors should consider “taking advantage of this -35% move off...

Palantir upgraded to ‘Buy’ by UBS on strong AI and data demand Yahoo Finance

The picture was akin to Joan Miró’s sculpture Sa majesté le roi , writes Dr Lalith Chandrakantha, while Peter Lowthian praises the snapper for his talents Fay Bound-Alberti’s analysis of Andrew Mountbatten-Windsor as a “ghost behind glass” ( From handsome prince to a ghost behind glass, Andrew’s face tells the story of his downfall, 20 February ) finds a striking, if unintended, visual precedent in the work of Joan Miró. In 1974, the Catalan artist created Sa majesté le roi (His Majesty the King), a towering figure constructed not from the traditional marble or bronze of royal monuments, but from weathered wood, scrap iron, and found objects. Miró’s “king” was a deliberate act of irony – a “royal” figure stripped of its finery to reveal the mundane, everyday materials beneath. The entire concept of hereditary monarchy relies on the myth that those of “royal blood” are inherently “other”, yet Miró’s work suggests that “majesty” is merely a hollow assembly. The recent photographs of a diminished Andrew represent the same “crashing down” of this concept. When the “handsome prince” is stripped of his symbolic armour, we are left with the raw, unpolished reality of a human being. Miró knew 50 years ago what the British public is only now seeing through a car window: that there is nothing “special” about the person behind the title – only the scrap materials of a common humanity. Dr Lalith Chandrakantha Northampton Continue reading...

【有線新聞】美國總統特朗普不滿伊朗的談判方式，聲稱對方欠缺誠意，重申不想攻擊伊朗，但仍未作最終決定。 特朗普：「（記者：你的團隊有告訴你若你採取軍事行動，伊朗即將出現政權更迭嗎？）沒有，沒有人告訴我。你不知道，我意思是沒有人知道，可能會有或沒有，我們不用採取軍事行動則較理想，但有時需要採用這個方式。我們擁有全球最強大的軍隊，沒有東西能及得上，我想不動武，但有時你需要。」

As Netflix continues its live sports push, the company has partnered with Apple to air the Formula 1 Canadian Grand Prix.

Editor's note: Seeking Alpha is proud to welcome Jose Moreno as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Ceri Breeze/iStock Editorial via Getty Images Thesis Costco Wholesale ( COST ) offers a resilient business model with low SKUs, rapid inventory turnover, and strong cash flow, supporting long-term portfolio inclusion. Its membership-driven revenue, especially from Executive Members, underpins its stable margins and predictable growth, with further benefit expected from recent membership price increases. Despite consistent performance and defensive sector appeal, Costco trades at a historically high valuation premium, warranting a Hold rating and watchlist status for tactical entry. And so I recommend accumulating Cost on dips or via OTM put options, targeting a more normalized P/E premium relative to the industry before aggressive buying. Overarching Context As we all know, the US market ( SPY ) has delivered spectacular returns in most recent years. One of the main reasons is the AI revolution which is accompanied by innovation in all the industries and our daily lives. That can be explained by tech ( XLK ) outperforming other sectors that have provided more conservative returns, such as consumer staples ( XLP ). Refinitiv However, those price increases have adjusted their relative valuations and in conjunction with the enormous CaEx investments required to provide at the technological advances have increased the uncertainty on investors about the required monetization to justify the expenditure. Stocks with huge exposure to AI are experiencing high volatility and may be subject to significant drawdown. Conversely, companies in other industries subject to other types of risk may offer strong earnings at much lower valuations. State Street The beginning of 2026 has shown h...

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WASHINGTON, DC - JANUARY 29: U.S. Secretary of War Pete Hegseth (C) speaks during a meeting of the Cabinet as U.S. President Donald Trump (L) and U.S. Commerce Secretary Howard Lutnick (R) listen in the Cabinet Room of the White House on January 29, 2026 in Washington, DC. President Trump is holding the meeting as the Senate plans to hold a vote on a spending package to avoid another government shutdown, however Democrats are holding out for a deal to consider funding for the Department of Homeland Security. (Photo by Win McNamee/Getty Images) | Getty Images Can AI firms set limits on how and where the military uses their models? Anthropic is in heated negotiations with the Pentagon after refusing to comply with new military contract terms that would require it to loosen the guardrails on its AI models, allowing for “any lawful use,” even mass surveillance of Americans and fully autonomous lethal weapons. Pentagon CTO Emil Michael is pushing for Anthropic to be designated a “supply chain risk” if it doesn’t comply, a label usually only given to national security threats. Anthropic’s rivals OpenAI and xAI have reportedly agreed to the new terms, but even after a White House meeting with Defense Secretary Pete Hegseth, Anthropic CEO Dario Amodei is still refusing to cross his company’s red line, stating that “threats do not change our position: we cannot in good conscience accede to their request.” Follow along here for the latest updates on the clash between AI companies and the Pentagon… We don’t have to have unsupervised killer robots Anthropic refuses Pentagon’s new terms, standing firm on lethal autonomous weapons and mass surveillance Pete Hegseth’s Pentagon AI bro squad includes a former Uber executive and a private equity billionaire Inside Anthropic’s existential negotiations with the Pentagon

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格隆汇2月28日｜派拉蒙天舞涨幅扩大至20.5%。