Seeking Alpha More on HP HP: Priced Too Low With A High Yield Wall Street Lunch: PayPal Plunges As It Ousts CEO HP Inc.: A Share Cannibal Trading At Cycle Lows HP slides as mixed guidance weighs on strong Q1 results HP Non-GAAP EPS of $0.81 beats by $0.04, revenue of $14.44B beats by $510M

Source: Bloomberg, 0:41

Sun Communities press release ( SUI ): Q4 FFO of $1.40 beats by $0.05 . Revenue of $515.2M (+0.1% Y/Y) beats by $5.8M . Establishing Guidance for 2026, Expecting: Core FFO per Share of $6.83 to $7.03 VS FFO estimates of $6.95 North American Same Property NOI Growth of 4.5% at the Midpoint; and UK Same Property NOI Growth of 2.2% at the Midpoint More on Sun Communities Sun Communities Upgraded As Mobile Home And RV Portfolio Grows After Exiting Marinas Large-cap stocks with lowest dividend growth grade Sun Communities names interim CFO; reaffirms 2025 guidance Seeking Alpha’s Quant Rating on Sun Communities Historical earnings data for Sun Communities

Inter Parfums press release ( IPAR ): Q4 GAAP EPS of $0.88 beats by $0.09 . Revenue of $386.18M (+6.7% Y/Y) beats by $13.95M . Reaffirms 2026 GuidanceMichel Atwood, Chief Financial Officer, said, “We are maintaining our 2026 outlook of $1.48 billion in sales and EPS of $4.85. We believe it is prudent to monitor global developments in the early part of 2026 before potentially revisiting our guidance later in the year. We continue to be optimistic about the strength of our diverse brand portfolio, the agility of our organization, and an innovation pipeline broadly in line with 2025. In combination, these factors should help us maintain market share in a normalizing global market.” More on Inter Parfums Interparfums: Capital-Light Model Positions Stock For Growth Despite Near-Term Headwinds Inter Parfums Q4 2025 Earnings Preview ClearBridge Small Cap Strategy adds Upwork, exits Alexander & Baldwin in Q4 Seeking Alpha’s Quant Rating on Inter Parfums Historical earnings data for Inter Parfums

RCCLX: Innovating GPU communications on AMD platforms Engineering at Meta Blog

美国石油协会（API）数据显示，上周， 美国API原油库存 +1142.7万桶 ，之前一周 -60.9万桶。 上周API库欣原油库存 +179.2万桶，前值 -136.7万桶。 上周API成品油汽油库存 -153.5万桶（前值 -31.2万桶）、馏分油库存 -277.1万桶（前值 -156.7万桶）。

Short, who worked in social work and mental health, was found dead at her home in Los Angeles on Monday Katherine Short, the 42-year-old daughter of actor and comedian Martin Short , died on Monday at her home in the Hollywood Hills. “It is with profound grief that we confirm the passing of Katherine Hartley Short,” a representative for the Only Murders in the Building star said in a statement. “The Short family is devastated by this loss and asks for privacy at this time. Katherine was beloved by all and will be remembered for the light and joy she brought into the world.” Continue reading...

May ICE NY cocoa (CCK26 ) on Tuesday closed down -25 (-0.81%), and March ICE London cocoa #7 (CAH26 ) closed down -36 (-1.65%). Cocoa prices moved lower on Tuesday, with May NY cocoa posting a contract low and Mar London cocoa posting a new 2.75-year nearest futures low. Cocoa...

Meta Platforms (META) landed a multi-year, 6-gigawatt GPU deal with chipmaker Advanced Micro Devices (AMD). Yahoo Finance Technology Editor Dan Howley joins Market Domination host Josh Lipton to discuss the details of the agreement and how AMD directly competes with Nvidia (NVDA) in the AI infrastructure buildout. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Meta strikes massive 6-gigawatt AI chip deal with AMD Yahoo Finance

CoreWeave ( CRWV ) is attempting to secure roughly 8.5B in loans from investment banks that would be backed by its deal with Meta Platforms ( META ), Bloomberg reported. The cloud computing company is trying to secure the financing from a consortium of banks, including Morgan Stanley ( MS ) and Mitsubishi UFJ Financial Group ( MUFG ), the news outlet added, citing people familiar with the matter. It would use its $14.2B deal with Meta and another one that is valued at more than $5B as backing for the loan. The loan is expected to close in March, the news outlet added. CoreWeave, Morgan Stanley, Meta and Mitsubishi UFJ did not immediately respond to a request for comment from Seeking Alpha. More on CoreWeave, Meta, etc. Meta Platforms And Microsoft: AI Success And AI Slop CoreWeave May Be Set For A High-Stakes Q4 Breakout (Preview) Morgan Stanley: Maybe I Was Wrong To Sell (And Why The Preferreds Remain Attractive) What they're saying about an AI bubble impacting credit markets Networking, AI stocks jump on back of AMD-Meta megadeal

Meta diversifies its AI muscle beyond Nvidia with an AMD chip deal qz.com

UFP Technologies press release ( UFPT ): Q4 Non-GAAP EPS of $2.44 beats by $0.21 . Revenue of $148.9M (+3.3% Y/Y) misses by $0.17M . Adjusted EBITDA for the fourth quarter of 2025 decreased to $28.3 million from $30.4 million in the fourth quarter of 2024. Adjusted EBITDA for the year ended December 31, 2025, increased to $121.1 million from $107.3 million in the same period of 2024. More on UFP Technologies Seeking Alpha’s Quant Rating on UFP Technologies Historical earnings data for UFP Technologies Financial information for UFP Technologies

A renewed rotation out of growth stocks and into value names has more sinister implications for the overall market, historical records indicate. In a Monday note, Stifel strategist Barry Bannister wrote that investors may not be cautious enough as the market rotates out of large-cap growth stocks into their value counterparts. The strategist added that the rotation out of growth names has largely been seen through the broader tech sell-off, while the rebound in value stocks comprises cyclical names with some defensive tickers. "S & P 500 Growth leadership is struggling and Value is rebounding. Some interpret that as a sign of cyclical economic recovery, and it may be. But if this fade for Growth relative to Value accelerates and deepens, the history of 'secular' Value-led markets is one of a sharply declining P/E over time, weaker S & P 500 returns and ever greater shocks, often lasting for many years," he wrote. Bannister added that he expects a lower price-to-earnings ratio will likely offset much of this year's earnings per share. He expects that this will leave the S & P 500 at around the 7,000 level. "Circumstances change, but Growth-to-Value rotation outcomes for long duration P/E ratios are always the same," he added. This growth-to-value rotation coincides with previous episodes, including in the early 2000s, marked by meaningful drawdowns in broader equity markets as leadership shifted away from growthier names.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.09%. March E-mini S&P futures (ESH26 ) rose +0.76%, and March E-mini Nasdaq futures...

Hailshadow/iStock via Getty Images Johnson & Johnson ( JNJ ) has submitted a supplemental New Drug Application to the US FDA seeking approval of Imaavy ( nipocalimab) for warm autoimmune hemolytic anemia. The application is supported by data from the p hase 2/3 ENERGY double-blind, placebo-controlled study that found more patients treated with Imaavy met the primary endpoint of durable hemoglobin response compared to placebo. If approved, Imaavy would become the first treatment for the condition, which impacts 1 in 8,000 in the US. Imaavy was approved in 2025 for generalized myasthenia gravis. More on Johnson & Johnson Q4 Healthcare Dividends: Johnson & Johnson Kept Outshining Pfizer (Rating Upgrades) Johnson & Johnson: Fraud Claim Dismissal Today Is Not A Sign Talc Litigation Is Over Johnson & Johnson: Strong Momentum Heading Into 2026 Bayer sues Johnson & Johnson over prostate cancer drug claims Dividend Roundup: Halliburton, AbbVie, Johnson & Johnson, Delta Air Lines, and more

Alcon press release ( ALC ): Q4 Non-GAAP EPS of $0.78 misses by $0.01 . Revenue of $2.7B (+8.9% Y/Y) misses by $10M . Surgical net sales, which include implantables, consumables and equipment/other, were $1.5 billion, an increase of 9% on a reported basis and 6% on a constant currency basis versus the fourth quarter of 2024. Vision Care net sales, which include contact lenses and ocular health, were $1.2 billion, an increase of 10% on a reported basis and 7% on a constant currency basis versus the fourth quarter of 2024. 2026 outlook 6 as of February Net sales growth vs. prior year (cc) 1 (non-IFRS measure) +5% to +7% Core operating margin 2 change vs. prior year (cc) 1 (non-IFRS measure) +70 to +170 bps Core diluted EPS 2 growth vs. prior year (cc) 1 (non-IFRS measure) +9% to +12% Click to enlarge More on Alcon Alcon Inc. (ALC) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Alcon Inc. (ALC) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Alcon FY 2025 Earnings Preview STAAR Surgical holder Yunqi Capital purchased 750K shares for $21.53 Seeking Alpha’s Quant Rating on Alcon

International General Insurance Holdings press release ( IGIC ): Q4 Non-GAAP EPS of $0.80 beats by $0.09 . Revenue of $126.4M (-6.5% Y/Y). More on International General Insurance Holdings Seeking Alpha’s Quant Rating on International General Insurance Holdings Dividend scorecard for International General Insurance Holdings Financial information for International General Insurance Holdings

Form Energy's iron-air batteries will store wind and solar power to keep the data center running 24/7.

Form Energy's iron-air batteries will store wind and solar power to keep the data center running 24/7.

格隆汇2月25日｜华纳兄弟探索公司(WBD.O)：派拉蒙将现金报价提高至每股 31 美元。派拉蒙的提议可能促成更优报价。

Net Income per Diluted Share of $0.99 for the Fourth Quarter and $10.84 for the Full Year of 2025

Flywire press release ( FLYW ): Q4 GAAP EPS of $0.00 beats by $0.01 . Revenue of $157.54M (+34.0% Y/Y) beats by $12.58M . Based on information available as of February 24, 2026, Flywire anticipates the following results for the first quarter and fiscal-year 2026*. Fiscal Year 2026 FX-Neutral Revenue Less Ancillary Services Growth 15-21% YoY Adjusted EBITDA Margin Growth +150-350 bps YoY Click to enlarge First Quarter 2026 FX-Neutral Revenue Less Ancillary Services Growth 26-30% YoY Adjusted EBITDA Margin Growth +100-350 bps YoY Click to enlarge More on Flywire Flywire Corporation (FLYW) Presents at UBS Global Technology and AI Conference 2025 Transcript Seeking Alpha’s Quant Rating on Flywire Historical earnings data for Flywire Financial information for Flywire

Anna Reshetnikova/iStock via Getty Images Consumer health has been on the brain lately. This topic has been very contentious, and recently I've been on the side that consumers are not doing as well as hoped. Recently, I wrote “ The Consumer Is Tapping Out, ” and I argued that the data we had would show up in GDP and would be a drag on growth. Consumers are looking increasingly tapped, which may be a drain on GDP...News of retail sales being flat, delinquencies on debts continuing to rise, and the rise of consumer spending being largely attributable to spending on homes, cars, and healthcare. ... For now, I am worried that GDP in Q4 will not live up to expectations...Some are forecasting 7% nominal growth as we get all of this negative data about the largest component of the figure... ...I currently expect the release of Q4 GDP on February 20th to be a negative catalyst for the market. It's looking increasingly likely to me that it will come in under estimates, even if it is rather high. If real growth is actually 2%, it will be under the median, even if we're delivering positive real growth...Watch out that day. Well, GDP came out on Feb. 20th as expected. How'd it go? Annotations by author (BEA) The figure came in under expectations, with real GDP well under the 2% target I mentioned in that article. And yet, it was a positive day for the markets, as the Supreme Court struck down President Trump's tariffs at the same time—one of the reasons I didn't cover GDP when it came out, as I was writing about the court's decision, as well as a follow-up article once the president responded . It was an eventful end of the week, and GDP was a little buried; here's the tape. You can see how Friday opens lower on the GDP news, but then other headlines take over. Annotations by author (YCharts) The Q4 GDP Report The overall figure was solid, with real GDP coming in at 1.4%. While this was lower than Q2 or Q3—argued by the White House that this was due to the historically long gov...

Universal Insurance press release ( UVE ): Q4 Non-GAAP EPS of $2.17 beats by $0.87 . Revenue of $403.57M (+4.9% Y/Y) beats by $30.58M . Annualized return on average common equity (“ROCE”) of 50.9%, annualized adjusted* ROCE of 46.1% Direct premiums written of $483.7 million, up 2.7% from the prior year quarter Book value per share of $19.67, up 48.1% year-over-year; adjusted book value per share of $20.60, up 32.6% year-over-year More on Universal Insurance Universal Insurance: I Regret Not Buying Earlier, Now I'm Quite Too Late Universal Insurance Q4 2025 Earnings Preview From REITs to Retail: Small caps with the longest runs at bullish Quant ratings Seeking Alpha’s Quant Rating on Universal Insurance Historical earnings data for Universal Insurance

STORY: Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms META.O over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm. "We continue to have these cross-currents, or you've heard them referenced as circularity types of arrangements in terms of capital structure and money between these companies that are buying goods and services from one another," Mussio said. While a "net positive" for AMD, Mussio wondered whether this type of complex deal structure would lead investors to "pull on a string and see how far that ball of yarn unwinds."

Meta-AMD deal reflects 'complexity' of AI ecosystem, says investor Yahoo Finance

Nvidia Earnings: Live Updates and Commentary February 2026 Kiplinger

Key PointsIonQ is leading the race to reduce the error rate of quantum computers.

Global Industrial press release ( GIC ): Q4 GAAP EPS of $0.38 beats by $0.06 . Revenue of $345.6M (+14.3% Y/Y) beats by $20.81M . Consolidated sales increased 4.8% to $1.38 billion in U.S. dollars compared to $1.32 billion last year and average daily sales increased 3.2% compared to prior year. Consolidated gross margin increased to 35.5% compared to 34.3% last year. Consolidated operating income from continuing operations increased 21.2% to $97.6 million compared to $80.5 million last year. Net income per diluted share from continuing operations increased 17.8% to $1.85 compared to $1.57 last year. More on Global Industrial Global Industrial Looks Better Than A Typical Industrial Distributor Global Industrial Company: Tariffs Dampening Sentiment As Investors Wary Of Declining Growth (Rating Downgrade) Seeking Alpha’s Quant Rating on Global Industrial Historical earnings data for Global Industrial Dividend scorecard for Global Industrial