Rackspace Technology (NASDAQ:RXT) executives used the company’s fourth quarter 2025 earnings call to outline a sharpened strategic focus on operationalizing enterprise AI in regulated environments, while also reviewing quarterly results that management said exceeded guidance across most metrics. Ma
Rackspace Technology (NASDAQ:RXT) executives used the company’s fourth quarter 2025 earnings call to outline a sharpened strategic focus on operationalizing enterprise AI in regulated environments, while also reviewing quarterly results that management said exceeded guidance across most metrics. Ma
Blockstream CEO Adam Back told CNBC that Bitcoin (CRYPTO: BTC) lacks downside support because retail investors are “all in” with no cash left to buy dips, explaining the 25% year-to-date decline. The ‘All In’ Problem Back on Monday explained that...
Blockstream CEO Adam Back told CNBC that Bitcoin (CRYPTO: BTC) lacks downside support because retail investors are “all in” with no cash left to buy dips, explaining the 25% year-to-date decline. The ‘All In’ Problem Back on Monday explained that...
Chocolate Market Enters New Phase As "Double-Digit Raw Material Deflation" Eases Costs Cocoa prices have collapsed 75% from their 2024 peaks, and Goldman’s latest note points out that the worst of the cocoa shock for chocolate makers may finally be passing after being squeezed by soaring bean costs through 2023, 2024, and into the first half of 2025. This only suggests that lower chocolate bar pri...
Chocolate Market Enters New Phase As "Double-Digit Raw Material Deflation" Eases Costs Cocoa prices have collapsed 75% from their 2024 peaks, and Goldman’s latest note points out that the worst of the cocoa shock for chocolate makers may finally be passing after being squeezed by soaring bean costs through 2023, 2024, and into the first half of 2025. This only suggests that lower chocolate bar prices at the supermarket could materialize later this year. Against that backdrop, Goldman reiterated Buy ratings on two confectionery stocks. Analysts led by Sam Darbyshire said the global chocolate production costs should drop by as much as 10% in 2026 and 2027. She pointed out that weather patterns in West Africa - the mecca of global cocoa farming - have supported increased production for the upcoming harvest, leading to stabilization in global supplies. Darbyshire pointed out that the cocoa futures curve is no longer backward-dated, with December 2027 delivery now 17% more expensive than March 2026 delivery. She said this would help top confectionery firms to commit to increased volumes. " Double-digit raw material deflation in chocolate over the next two years is likely to drive an increasingly competitive operating environment as manufacturers strive to return to volume growth ," she wrote in the report. Darbyshire noted that, with elevated chocolate prices, current Nielsen data show that consumer demand for chocolate remained soft in January, with elasticities worsening in Europe (consistent with Mondelez commentary). She said that private players are being more competitive on pricing, with Mars and Ferrero pricing below market. " With weak underlying volumes and easing raw material inflation, we expect promotional activity to intensify throughout the year ," the analyst said. Darbyshire said this new cocoa pricing regime has generated a "Buy" in Barry Callebaut and Nestle, but "Sell" in Lindt . Why this matters is that the chocolate industry is about to transition fr...
Analysts had estimated about 72 cents on average, according to data compiled by Bloomberg. The company, an operator of AI data centers, also said that 2026 capital spending will be $30 billion to $35 billion — a bigger figure than analysts anticipated.
Analysts had estimated about 72 cents on average, according to data compiled by Bloomberg. The company, an operator of AI data centers, also said that 2026 capital spending will be $30 billion to $35 billion — a bigger figure than analysts anticipated.
photosvit/iStock Editorial via Getty Images My last piece on Ashtead ( ASHTF ) was my June “buy” piece , Ashtead: Lots Still To Look Forward To . Since its publication, the Ashtead share price has moved up 23%. (Since that piece was
photosvit/iStock Editorial via Getty Images My last piece on Ashtead ( ASHTF ) was my June “buy” piece , Ashtead: Lots Still To Look Forward To . Since its publication, the Ashtead share price has moved up 23%. (Since that piece was
He gets more streams than Taylor Swift or Bad Bunny, thanks to a shamelessly corny and cannily timeless style. Close collaborators and industry experts explain his secret Sixteen years since his sugary debut Just the Way You Are became a megahit, Bruno Mars is the most-streamed musician in the world. Last year, the Hawaiian-born 40-year-old became the first (and still only) artist to reach 150m mo...
He gets more streams than Taylor Swift or Bad Bunny, thanks to a shamelessly corny and cannily timeless style. Close collaborators and industry experts explain his secret Sixteen years since his sugary debut Just the Way You Are became a megahit, Bruno Mars is the most-streamed musician in the world. Last year, the Hawaiian-born 40-year-old became the first (and still only) artist to reach 150m monthly listeners on Spotify, and his staying power shows little sign of waning: Mars now has more listeners than even Bad Bunny and Taylor Swift . His latest, funk-inspired single I Just Might – which he performed at the Grammys earlier this month, with a brass band, slick suit and his trademark bandana – shot to the top of the US Hot 100, making him only the fourth male soloist in chart history to achieve 10 No 1 singles there, after Stevie Wonder, Michael Jackson and Drake. “We always say, I don’t know when that happened,” laughs Philip Lawrence, the songwriter and producer who has helped shape Mars’s story, when asked about their huge success together. The two musicians were introduced in 2006 and bonded over a shared dream to get signed and get on stage. “That was our connection – let’s perform!” Continue reading...
Golden Entertainment press release ( GDEN ): Q4 GAAP EPS of -$0.33. Revenue of $155.6M (-5.2% Y/Y). More on Golden Entertainment If You Like VICI Properties At $28, You Should Love Golden Entertainment At $27 Seeking Alpha’s Quant Rating on Golden Entertainment Historical earnings data for Golden Entertainment Dividend scorecard for Golden Entertainment Financial information for Golden Entertainme...
Golden Entertainment press release ( GDEN ): Q4 GAAP EPS of -$0.33. Revenue of $155.6M (-5.2% Y/Y). More on Golden Entertainment If You Like VICI Properties At $28, You Should Love Golden Entertainment At $27 Seeking Alpha’s Quant Rating on Golden Entertainment Historical earnings data for Golden Entertainment Dividend scorecard for Golden Entertainment Financial information for Golden Entertainment
Aura Minerals press release ( AUGO ): Q4 Revenue of $321.7M (+29.8% Y/Y) misses by $1.49M . Adjusted EBITDA reached a new all-time high of $207.9M in Q4 2025, marking the sixth consecutive quarterly record for Aura. The company's increase in production, while maintaining disciplined cost control, enabled
Aura Minerals press release ( AUGO ): Q4 Revenue of $321.7M (+29.8% Y/Y) misses by $1.49M . Adjusted EBITDA reached a new all-time high of $207.9M in Q4 2025, marking the sixth consecutive quarterly record for Aura. The company's increase in production, while maintaining disciplined cost control, enabled
Igor Barilo/iStock via Getty Images Hedging overconfidence! Cross-asset returns were surprisingly solid in 2025 and so far this year. Market disruptions caused by US tariffs and other global geopolitical events have proved to be short-lived. And while much of the hype
Igor Barilo/iStock via Getty Images Hedging overconfidence! Cross-asset returns were surprisingly solid in 2025 and so far this year. Market disruptions caused by US tariffs and other global geopolitical events have proved to be short-lived. And while much of the hype