Robot With A Tight Grip On $100 Dollar Bills LightFieldStudios/iStock via Getty Images As you all know by now, NVIDIA ( NVDA ) delivered another monster quarterly report that not only beat on the top and bottom lines but also issued guidance that significantly exceeded analysts estimates for next quarter. The market response? Sell the stock. At pixel time, Seeking Alpha reports NVDA is trading dow...
Robot With A Tight Grip On $100 Dollar Bills LightFieldStudios/iStock via Getty Images As you all know by now, NVIDIA ( NVDA ) delivered another monster quarterly report that not only beat on the top and bottom lines but also issued guidance that significantly exceeded analysts estimates for next quarter. The market response? Sell the stock. At pixel time, Seeking Alpha reports NVDA is trading down more than 5%: $185.04 -$10.52 (-5.38%) 1:33 PM 02/26/26 But the fact is, NVIDIA 's stock hasn't gone anywhere in 6 months, a period that spans two very strong earnings reports (see graphic below). So what's the problem here? Is it because NVIDIA 's stock was simply overvalued going into this period? I'll explain why I don't think that is the case. Is it because of fears that AI data center demand is fleeting? Perhaps, but that doesn't seem to be hampering the stocks of the memory chip makers supplying HBMs to the AI compute platforms—the same computing platforms that house the NVIDIA GPUs that are driving HBM demand, right? So what ails NVIDIA 's stock? It's simple: NVIDIA doesn't seem willing to directly share its massive free cash flow with shareholders. Today, I'll explain what I mean by that. YCharts Earnings It's almost become kind of boring, but NVIDIA—once again—delivered excellent Q4 FY26 quarterly results . The slide below was taken from the Q4 presentation : NVIDIA As you can see, revenue of $68.1 billion was +73% yoy, while gross margin of 75% actually grew 2 full percentage points yoy, and net income of $43 billion was +94% yoy. Boil it down, and GAAP diluted EPS of $1.76/share was +98% yoy. Fantastic results that blew past top- and bottom-line estimates . And as if that wasn't good enough, NVIDIA 's Q1 FY27 revenue guidance came in at $78 billion—7% above consensus estimates of $72.8 billion . Networking Yet what impressed me most was the performance of NVIDIA 's networking business: quarterly networking revenue surged to $11 billion, roughly 20% of compute r...
1stdibs (DIBS) delivered earnings and revenue surprises of +25.00% and -0.59%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
1stdibs (DIBS) delivered earnings and revenue surprises of +25.00% and -0.59%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
PashaIgnatov/iStock via Getty Images Author's Note: This article is part of our periodic/monthly series that attempts to present two lists of stocks for the month that could be suitable for writing options to generate relatively safe income. Certain parts of the introduction, definitions, and section describing the selection process will have some commonality and repetitiveness with our previous a...
PashaIgnatov/iStock via Getty Images Author's Note: This article is part of our periodic/monthly series that attempts to present two lists of stocks for the month that could be suitable for writing options to generate relatively safe income. Certain parts of the introduction, definitions, and section describing the selection process will have some commonality and repetitiveness with our previous articles in this series. This is unavoidable (as well as intentional) as we want to keep the entire series consistent and easy to follow for new readers. Regular readers who follow the series from month to month could skip such sections. Also, for more details on these sections, please refer to our BLOG POST . Why This Monthly Options Series? Writing (or selling) options is not highly complicated, even though it does involve some learning curve and practice. Obviously, they are not for everyone. But if you are someone who is looking to potentially generate 12% to 15% income on a relatively consistent basis and is ready to put in the effort on a regular basis, we think you will find our monthly options series helpful. Option premiums are generally higher during periods of high volatility and vice versa. Also, premiums are higher for stocks that are more volatile compared to stocks that move in a tight range. They can also be impacted by earnings reports and/or the ex-dividend date falling during the option period. Earning a decent income from your investments, significantly higher than the inflation rate, is always challenging. This has been especially true in the past decade and a half. In the last few years, the interest rates have been elevated, but in most cases, the fixed deposit rates barely match the inflation rate. Furthermore, interest rates may decline going forward, albeit at a slow pace. We believe selling options (cash-covered puts and covered calls or Buy-Write Calls) remains a relatively good choice for earning a high current income while conserving your invest...
Stock market investing can be very stressful, especially if you bet on speculative, volatile growth stocks. Investors who want to sleep easier often gravitate toward safe, reliable companies that you can buy and forget while earning quarterly passive income. Coca-Cola (NYSE: KO) and Realty Income (NYSE: O) fit into this category. Let's discuss why they might be good enough to hold for the next 10 ...
Stock market investing can be very stressful, especially if you bet on speculative, volatile growth stocks. Investors who want to sleep easier often gravitate toward safe, reliable companies that you can buy and forget while earning quarterly passive income. Coca-Cola (NYSE: KO) and Realty Income (NYSE: O) fit into this category. Let's discuss why they might be good enough to hold for the next 10 years. Image source: Getty Images. Continue reading
Scott Olson/Getty Images News Flutter Entertainment plc ( FLUT ) traded lower on Friday after the sports betting company's Q4 results missed expectations and soft 2026 guidance was issued. Revenue rose about 25% to roughly $4.74B during the quarter but fell short of the consensus expectation, while adjusted EBITDA increased around 27%. EPS of about $1.74 was below the consensus mark of $1.87, due ...
Scott Olson/Getty Images News Flutter Entertainment plc ( FLUT ) traded lower on Friday after the sports betting company's Q4 results missed expectations and soft 2026 guidance was issued. Revenue rose about 25% to roughly $4.74B during the quarter but fell short of the consensus expectation, while adjusted EBITDA increased around 27%. EPS of about $1.74 was below the consensus mark of $1.87, due in part to higher interest expenses and taxes. For 2026, Flutter ( FLUT ) guided to about $18.4B of revenue at the midpoint vs. $19.1B consensus and roughly $3.0B of adjusted EBITDA. Notably, Flutter ( FLUT ) management said a slowdown in betting handle was due in part to an unfavorable “recycling” issue in which persistent bookmaker-friendly sports results hurt customer activity and betting volume. Improved competition and elevated promotional activity across the industry were also factors as prediction market activity in the U.S. exploded during the quarter. In media interviews, Flutter ( FLUT ) CEO Peter Jackson said the company thinks prediction markets could lead to more state legalization of sports betting. Of course, the big three of Texas, California, and Florida are at the top of the wish list. He also said the company has found no evidence that prediction markets are currently cannibalizing the sportsbook business. CBRE Equity Research analyst John DeCree and his team downgraded Flutter ( FLUT ) to a Hold rating from Buy after taking in the results. The firm's price target of $145 assumes a 13X multiple on Flutter's U.S. business and an 8X multiple on its international business. "This significant revision reflects a confluence of headwinds mounting over the past few months," updated DeCree. "While we view the 4Q25 results and FY26 outlook as a clearing event, we are still moving to the sidelines until the dust settles. Investors will need time to reset expectations and re-underwrite the business. After such a sharp selloff, we don’t see a large enough catalyst on ...
BlackRock TCP Capital ( TCPC ) declares $0.17/share quarterly dividend , -32% decrease from prior dividend of $0.25. Forward yield 15.08% Payable March 31; for shareholders of record March 17; ex-div March 17. See TCPC Dividend Scorecard, Yield Chart, & Dividend Growth. More on BlackRock TCP Capital BlackRock TCP: Q4 Earnings Are Likely To Disappoint BlackRock TCP Capital stock plunges after loan ...
BlackRock TCP Capital ( TCPC ) declares $0.17/share quarterly dividend , -32% decrease from prior dividend of $0.25. Forward yield 15.08% Payable March 31; for shareholders of record March 17; ex-div March 17. See TCPC Dividend Scorecard, Yield Chart, & Dividend Growth. More on BlackRock TCP Capital BlackRock TCP: Q4 Earnings Are Likely To Disappoint BlackRock TCP Capital stock plunges after loan writedowns What's in store for BDCs in 2026? Seeking Alpha’s Quant Rating on BlackRock TCP Capital Historical earnings data for BlackRock TCP Capital
Updates from the match in Colombo; 1.30pm GMT start Sign up for The Spin newsletter | And you can mail James Mitch Santner calls the coin correctly and has no hesitation in batting first. It’s a used surface and the chat is that it will spin big so it is a case of get runs on the board and then put the pressure on with the ball. Santner himself will be a handful on this surface. Harry Brook confir...
Updates from the match in Colombo; 1.30pm GMT start Sign up for The Spin newsletter | And you can mail James Mitch Santner calls the coin correctly and has no hesitation in batting first. It’s a used surface and the chat is that it will spin big so it is a case of get runs on the board and then put the pressure on with the ball. Santner himself will be a handful on this surface. Harry Brook confirms he would have done the same, he also confirms that he will bat at number three again today. Both captain’s look extremely UP for it. Confirmed teams incoming… Continue reading...
The way Argentina’s president and some of the world’s biggest miners see it, all that stands between them and billions in copper riches are hunks of icy rock and overzealous legislation. That’s why, over the last year, executives from Glencore Plc , Lundin Mining Corp. and partner BHP Group have filed into Javier Milei ’s presidential palace in Buenos Aires. These companies and others are keen to ...
The way Argentina’s president and some of the world’s biggest miners see it, all that stands between them and billions in copper riches are hunks of icy rock and overzealous legislation. That’s why, over the last year, executives from Glencore Plc , Lundin Mining Corp. and partner BHP Group have filed into Javier Milei ’s presidential palace in Buenos Aires. These companies and others are keen to invest about $40 billion in Argentina’s untapped copper belt when miners worldwide struggle to keep pace with accelerating demand for the wiring metal. Milei has plenty of reason to make this happen. His government is yearning to show its austerity and pro-market approach are translating into sizable foreign investment and well-paying jobs before the 2027 presidential election. Longer term, the investments have the potential to vault Argentina into the world’s top 10 copper producers and, at today’s prices, equate to more than $10 billion in annual revenue. But glacial formations — some ice, some frozen rock — that sit atop sections of those vast deposits are in the way. Last year, Milei promised to quickly amend strict protections for the features that pose too much of a liability for miners to advance their projects. Late Thursday, Argentina’s Senate approved Milei’s bill that would allow governors — many pro-mining — to overrule those federal protections on glaciers and their surrounds, known as periglacial areas. It now advances to the Lower House for a final vote in the coming days. That would “once and for all” allow Argentines to “start taking advantage of our natural wealth,” Milei said in a November speech announcing the move. Modern mining can operate in mountainous regions without affecting water reserves, industry group Caem said in a statement. What miners want is clearer definitions, particularly regarding periglacial zones, to ensure that formations without meaningful hydrological function are not misclassified as strategic water reserves, the industry group ...
(RTTNews) - Alpha Metallurgical Resources, Inc. (AMR), a supplier of metallurgical products, reported Friday that net loss for the fourth quarter sharply widened to $17.27 million or $1.34 per share from $2.13 million or $0.16 per share in the prior-year quarter.
(RTTNews) - Alpha Metallurgical Resources, Inc. (AMR), a supplier of metallurgical products, reported Friday that net loss for the fourth quarter sharply widened to $17.27 million or $1.34 per share from $2.13 million or $0.16 per share in the prior-year quarter.
White Mountains Insurance ( WTM ) declares $1.00/share annual dividend , in line with previous. Payable March 25; for shareholders of record March 16; ex-div March 16. See WTM Dividend Scorecard, Yield Chart, & Dividend Growth. More on White Mountains Insurance Seeking Alpha’s Quant Rating on White Mountains Insurance Dividend scorecard for White Mountains Insurance Financial information for White...
White Mountains Insurance ( WTM ) declares $1.00/share annual dividend , in line with previous. Payable March 25; for shareholders of record March 16; ex-div March 16. See WTM Dividend Scorecard, Yield Chart, & Dividend Growth. More on White Mountains Insurance Seeking Alpha’s Quant Rating on White Mountains Insurance Dividend scorecard for White Mountains Insurance Financial information for White Mountains Insurance
(RTTNews) - Early cues from the U.S. Futures Index suggest that Wall Street might open significantly down on Friday. Investors are monitoring geopolitical developments. Inflation fears and AI scare are influencing market sentiments. In the Asian trading session, gold held steady
(RTTNews) - Early cues from the U.S. Futures Index suggest that Wall Street might open significantly down on Friday. Investors are monitoring geopolitical developments. Inflation fears and AI scare are influencing market sentiments. In the Asian trading session, gold held steady
ayo888/iStock via Getty Images Tether, the company behind the world's largest stablecoin USDT ( USDT-USD ), has frozen crypto tokens worth ~$4.2B over links to illicit activity. The stablecoin issuer can remotely freeze its tokens held in users' crypto wallets, Reuters reported on Friday. A total of $3.5B worth of tokens has been frozen since 2023, a company spokesperson told the newswire. Authori...
ayo888/iStock via Getty Images Tether, the company behind the world's largest stablecoin USDT ( USDT-USD ), has frozen crypto tokens worth ~$4.2B over links to illicit activity. The stablecoin issuer can remotely freeze its tokens held in users' crypto wallets, Reuters reported on Friday. A total of $3.5B worth of tokens has been frozen since 2023, a company spokesperson told the newswire. Authorities worldwide have raised concerns about the role of crypto in illicit finance, the February 27 report noted. On February 25, the San Salvador, El Salvador-based company said it had been acknowledged by the United States Department of Justice for assisting in the seizure of ~$61M worth of USDT-USD, linked to a 'pig butchering' fraud operation. Pig butchering is an investment scam where fraudsters gain the trust of victims over time and then deceive them into investing in fake crypto assets or another fraudulent investment opportunity. More on Tether USD Whale's Digital Asset View: Invest In Stablecoins - Part 2 Tether emerges as big winner of gold rally Tether proposes to buy Exor's majority stake in Juventus Football Club Seeking Alpha’s Quant Rating on Tether USD Financial information for Tether USD