Discover how Toast (NYSE: TOST) leverages its integrated Point of Sale (POS) platform, rising enterprise adoption, and new verticals to build a potentially resilient growth story. Watch the video below to see why disciplined investors are still waiting for clearer profitability trends. *Any stock prices mentioned were the market prices of Feb. 17, 2026. This video was published on Feb. 18, 2026 Co...
Discover how Toast (NYSE: TOST) leverages its integrated Point of Sale (POS) platform, rising enterprise adoption, and new verticals to build a potentially resilient growth story. Watch the video below to see why disciplined investors are still waiting for clearer profitability trends. *Any stock prices mentioned were the market prices of Feb. 17, 2026. This video was published on Feb. 18, 2026 Continue reading
Key PointsVision One added 106,716 shares of Hexcel in the fourth quarter; the estimated transaction value was $7.54 million based on average fourth-quarter 2025 pricing.
Key PointsVision One added 106,716 shares of Hexcel in the fourth quarter; the estimated transaction value was $7.54 million based on average fourth-quarter 2025 pricing.
Siminoff acknowledged in an interview with The New York Times that including maps that showed mass surveillance in an ad was a mistake. | Screenshot from Ring video Ring founder Jamie Siminoff has been on an "explanation tour," as The New York Times puts it, following the fallout from its Super Bowl ad and the introduction of its Search Party feature . In an interview with The Times this week , Si...
Siminoff acknowledged in an interview with The New York Times that including maps that showed mass surveillance in an ad was a mistake. | Screenshot from Ring video Ring founder Jamie Siminoff has been on an "explanation tour," as The New York Times puts it, following the fallout from its Super Bowl ad and the introduction of its Search Party feature . In an interview with The Times this week , Siminoff explained that he understands people's concerns and that "maybe people were 'triggered' by an image in the ad that showed blue rings radiating out from suburban homes. There will be fewer maps in any future ads, he said." Graphics in ads are not the problem. The problem is the potential for Ring's vast network of AI-powered camera technology to be turned into a surveillance tool , one accessible to law en … Read the full story at The Verge.
Former duchess has stood by the former prince through waves of allegations and has yet to comment on his arrest While the spotlight has been on Andrew Mountbatten-Windsor, his arrest has prompted questions about what is next for his ex-wife, Sarah Ferguson. Ferguson, known by the tabloids as Fergie, married the then prince Andrew in 1986 and was divorced from him 10 years later after an alleged af...
Former duchess has stood by the former prince through waves of allegations and has yet to comment on his arrest While the spotlight has been on Andrew Mountbatten-Windsor, his arrest has prompted questions about what is next for his ex-wife, Sarah Ferguson. Ferguson, known by the tabloids as Fergie, married the then prince Andrew in 1986 and was divorced from him 10 years later after an alleged affair with an American financial adviser. It was one of multiple scandals in the 1990s and 2000s involving the former duchess, who was widely considered an embarrassment to the royal family. Continue reading...
Does "bouba" sound round to you? How about "maluma"? Neither are real words, but we've known for decades that people who hear them tend to associate them with round objects. There have been plenty of ideas put forward about why that would be the case, and most of them have turned out to be wrong. Now, in perhaps the weirdest bit of evidence to date, researchers have found that even newly hatched c...
Does "bouba" sound round to you? How about "maluma"? Neither are real words, but we've known for decades that people who hear them tend to associate them with round objects. There have been plenty of ideas put forward about why that would be the case, and most of them have turned out to be wrong. Now, in perhaps the weirdest bit of evidence to date, researchers have found that even newly hatched chickens seem to associate "bouba" with round shapes. The initial finding dates all the way back to 1947, when someone discovered that people associated some word-like sounds with rounded shapes, and others with spiky ones. In the years since, that association got formalized as the bouba/kiki effect, received a fair bit of experimental attention, and ended up with an extensive Wikipedia entry . One of the initial ideas to explain it was similarity to actual words (either phonetically or via the characters used to spell them), but then studies with speakers of different languages and alphabets showed that it is likely a general human tendency. The association also showed up in infants as young as 4 months old, well before they master speaking or spelling. Attempts to find the bouba/kiki effects in other primates, however, came up empty. That led to some speculation that it might be evidence of a strictly human processing ability that underlies our capacity to learn sophisticated languages. Read full article Comments
In afternoon trading on Thursday, Financial stocks are the worst performing sector, showing a 1.0% loss. Within that group, Apollo Global Management Inc (new (Symbol: APO) and Blackstone Inc (Symbol: BX) are two large stocks that are lagging, showing a loss of 6.2% and 5.7%, res
In afternoon trading on Thursday, Financial stocks are the worst performing sector, showing a 1.0% loss. Within that group, Apollo Global Management Inc (new (Symbol: APO) and Blackstone Inc (Symbol: BX) are two large stocks that are lagging, showing a loss of 6.2% and 5.7%, res
The best performing sector as of midday Thursday is the Utilities sector, up 1.0%. Within that group, Edison International (Symbol: EIX) and Southern Company (Symbol: SO) are two large stocks leading the way, showing a gain of 4.6% and 4.1%, respectively. Among utilities ETFs,
The best performing sector as of midday Thursday is the Utilities sector, up 1.0%. Within that group, Edison International (Symbol: EIX) and Southern Company (Symbol: SO) are two large stocks leading the way, showing a gain of 4.6% and 4.1%, respectively. Among utilities ETFs,
ismagilov/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 4.0 percentage points to 34.5%. Bullish sentiment is below its historical average of 37.5% fo...
ismagilov/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 4.0 percentage points to 34.5%. Bullish sentiment is below its historical average of 37.5% for the first time in 12 weeks. Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, increased 5.2 percentage points to 28.5%. Neutral sentiment is below its historical average of 31.5% for the 83rd time in 85 weeks. Bearish sentiment, expectations that stock prices will fall over the next six months, decreased 1.2 percentage points to 36.9%. Bearish sentiment is above its historical average of 31.0% for the fifth time in 12 weeks. The bull-bear spread (bullish minus bearish sentiment) decreased 2.8 percentage points to –2.4%. The bull-bear spread is below its historical average of 6.5% for the second time in 12 weeks. This week’s special question asked AAII members how they prefer companies to return cash to shareholders. Here is how they responded: I like companies that use both dividends and buybacks: 40.8% I prefer dividends for the regular income stream: 37.2% I prefer stock buybacks for tax efficiency: 12.4% Not sure/no opinion: 8.7% This week’s Sentiment Survey results: Bullish: 34.5%, down 4.0 percentage points Neutral: 28.5%, up 5.2 percentage points Bearish: 36.9%, down 1.2 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 .
Bim/E+ via Getty Images Huntsman ( HUN ) -4.2% in Thursday's trading as J.P. Morgan downgraded the chemicals manufacturer to Neutral from Overweight with a $14 price target, saying the current share price now reasonably discounts a meaningful recovery in its EBITDA over a multi-year period. J PM analyst Jeffrey Zekauskas noted the polyurethanes business, which accounts for more than half of Huntsm...
Bim/E+ via Getty Images Huntsman ( HUN ) -4.2% in Thursday's trading as J.P. Morgan downgraded the chemicals manufacturer to Neutral from Overweight with a $14 price target, saying the current share price now reasonably discounts a meaningful recovery in its EBITDA over a multi-year period. J PM analyst Jeffrey Zekauskas noted the polyurethanes business, which accounts for more than half of Huntsman's ( HUN ) EBITDA, has significant exposure to construction end markets, which have been challenged due to higher interest rates, supply additions, and slower global economic growth. The analyst said he had believed business conditions would reach a trough in the 2023-24 period, but 2025 was challenged by a backdrop of increased economic and tariff uncertainty, and the company is now looking to 2026 for a recovery. Huntsman's ( HUN ) value has historically sharply lifted in environments of declining interest rates and accelerating economic activity, and Zekauskas said there should be room for price and volume gains if growth accelerates in the domestic economy. Huntsman ( HUN ) is under-earning and can sharply move up in value with some strength from the construction sector or from lower interest rates, the analyst said. More on Huntsman Huntsman Q4 2025 Earnings Call Presentation Huntsman Bull Case: A Lot Has To Go Right But It Is In The Realm Of Possibilities Huntsman: Balance Sheet Takes Priority Over The Dividend
Key PointsVision One added 37,857 shares of Powell Industries in the fourth quarter; the estimated trade value was $12.75 million based on quarterly average pricing.
Key PointsVision One added 37,857 shares of Powell Industries in the fourth quarter; the estimated trade value was $12.75 million based on quarterly average pricing.
The telecommunications sector is a safer place for investors to hide from heightened market volatility, according to a Wednesday note to clients from Daiwa Capital Markets. "In a period of economic and market uncertainty, we see the telco industry's steady business, stable customer base, & predictable financial performance as a welcome haven for anxious investors," analyst Jonathan Kees wrote. "Be...
The telecommunications sector is a safer place for investors to hide from heightened market volatility, according to a Wednesday note to clients from Daiwa Capital Markets. "In a period of economic and market uncertainty, we see the telco industry's steady business, stable customer base, & predictable financial performance as a welcome haven for anxious investors," analyst Jonathan Kees wrote. "Because telcos provide essential services, business is stable and revenues are recurring. While there have been shifts in market share amongst the three U.S. telcos, market positions have been relatively steady in this oligopoly." Kees upgraded T-Mobile and Verizon Communications , the top two mobile phone carriers by market share, in the 13-page report. He rated Verizon a buy, the highest rating possible, while T-Mobile earned an outperform. Both stocks have handily beaten the broad market so far in 2026, with Verizon soaring 20% and T-Mobile gaining more than 6%. The S & P 500, meanwhile, has traded between a gain of 2.7% at this year's high and a loss of 0.7% at this year's low. In addition, Verizon yields 5.89% while T-Mobile's dividend yield is 1.91%, according to FactSet data as of Wednesday's close. Kees' $58 price target on Verizon implies upside of 21% over the next 12 months, while the T-Mobile forecast of $240 corresponds to another 13%. Best risk-reward "We see VZ as having the best risk-reward, justifying its upgrade," the analyst wrote. "We see TMUS maintaining its growth leadership given the recent investor update on outlook and the stock pull back, warranting an upgrade, in our view." T-Mobile is down more than 16% over the past six months. VZ YTD mountain Verizon yields almost 6% and is 20% higher in 2026. As catalysts for the upgrades, Kees highlighted generous shareholder return plans for 2026 and beyond that Verizon and T-Mobile have promised. Both have included dividends as part of their capital return plan. Kees noted that Verizon has a unique history of...
PeopleImages/iStock via Getty Images Main Thesis/Background The purpose of this article is to discuss portfolio strategy in the current market climate and how readers can avoid some common pitfalls that lead to underperformance. I think this is a timely review because we have been in the midst of a multi-year bull market. Stocks, both in the US and around the world, have soared. Precious metals ha...
PeopleImages/iStock via Getty Images Main Thesis/Background The purpose of this article is to discuss portfolio strategy in the current market climate and how readers can avoid some common pitfalls that lead to underperformance. I think this is a timely review because we have been in the midst of a multi-year bull market. Stocks, both in the US and around the world, have soared. Precious metals have been on fire. Even bonds are beginning to have their day again as the Fed began an interest rate-cutting cycle. Simply put, all seems to be well in many portfolios! But that isn't the case for everyone. There is still a tremendous amount of cash on the sidelines. Others have fallen short as poor investments in both the equity and credit realms have sidetracked returns. In addition, bearishness is creeping up again among retail investors, which is likely weighing on some's ability to "stay the course" as 2026 gets underway: Sentiment Survey (Week of Feb 12th) (AAII) With investors getting cautious, they may be deciding to take some risk off the table and perhaps move to cash. The purpose of this piece is not to try to get anyone to take on more risk than they feel comfortable with, but to emphasize that time in the market is important, having too much cash can weigh on returns, and the best approach is to stick with your plan and maintain a healthy allocation regardless of the "noise." I continue to emphasize diversifying amongst large caps (specifically Canadian and European equities), municipal bonds, and precious metals. These have been bangers for me in the last few years, and I remain a proponent of this strategy in 2026. I will discuss some pitfalls in this review that have left some investors falling behind and how one can avoid these costly mistakes going forward. #1 - Inertia, Holding Too Much Cash The number one attribute that I want to highlight here is cash. This is something that has driven a lot of headlines over the past year—perhaps longer—as investors con...
BrainsWay ( BWAY ) ADRs traded lower on Thursday after the Israeli MedTech announced a minority investment worth up to $2.5M in BrainStim Health, an operator of mental health clinics in Canada. BWAY, which markets non-invasive neurostimulation treatments for psychiatric disorders, said that as part of an equity financing agreement with BrainStim, it will initially invest $1.0M in the British Colum...
BrainsWay ( BWAY ) ADRs traded lower on Thursday after the Israeli MedTech announced a minority investment worth up to $2.5M in BrainStim Health, an operator of mental health clinics in Canada. BWAY, which markets non-invasive neurostimulation treatments for psychiatric disorders, said that as part of an equity financing agreement with BrainStim, it will initially invest $1.0M in the British Columbia-based firm. With additional milestone-based investments reaching up to $1.5B, BrainsWay ( BWAY ) will receive a preferred, annually compounding security in BrainStim and secure a minority position in the company. The deal allows for a redemption mechanism for investments. “Our investment in BrainStim is now the fifth minority-stake investment into growth-oriented clinical service platforms announced by the Company,” CEO Hadar Levy said. “Partnering with an interventional psychiatry pioneer like BrainsWay only serves to strengthen our value proposition and increase our success,” added BrainStim’s Chief Medical Officer, Venu Karapeddy. More on BrainsWay BrainsWay Ltd. (BWAY) Analyst/Investor Day Transcript BrainsWay Ltd. (BWAY) Analyst/Investor Day - Slideshow BrainsWay gains as Cigna removes prior authorizations for depression therapy BrainsWay to change in ADS ratio to 1-for-1, effective March 3 Seeking Alpha’s Quant Rating on BrainsWay
4kodiak/iStock Unreleased via Getty Images Microsoft Corporation ( MSFT ) reported Q2 earnings that beat analyst estimates on the top and bottom lines. The stock price, however, tanked, driven by concerns on AI capital expenditures and slowing growth for Azure. In this report, I discuss the Q2 earnings , highlight key elements from the call, and update my price target for the stock. Microsoft Net ...
4kodiak/iStock Unreleased via Getty Images Microsoft Corporation ( MSFT ) reported Q2 earnings that beat analyst estimates on the top and bottom lines. The stock price, however, tanked, driven by concerns on AI capital expenditures and slowing growth for Azure. In this report, I discuss the Q2 earnings , highlight key elements from the call, and update my price target for the stock. Microsoft Net Income Surges On OpenAI Revaluation Microsoft (Earnings Press Release) Reported revenues grew 17% to $81.3 billion, beating analyst estimates by $1 billion and 15% on a constant currency basis. Operating income grew 21% to $38.275 billion and 19% on a constant currency basis. Operating margins expanded from 45.5% to 47.1%. Net income rose 60% to $38.5 billion. However, this included a revaluation of the ownership stake in OpenAI ( OPENAI ). Adjusted net income rose 23% to $30.9 billion. Earnings per share of $4.14 beat analysts' expectations by $0.22. Microsoft (Earnings Press Release) Productivity and Business Processes revenues grew 16% to $34.1 billion and 14% on a constant currency basis. Product and Business Processes include Office, OneDrive, LinkedIn and Dynamics 365. Driven by 17% growth in Microsoft 365 Commercial Cloud Revenues with 19% growth in Dynamics 365, 11% growth for LinkedIn and Consumer Microsoft 365 growth of 29% driven by monetization of Copilot and the Microsoft 365 E5 bundle, which is an upsell bundle. It is interesting to note that Microsoft did not disclose how much of their growth in Azure was driven by AI. More Personal Computing, which includes Windows, Gaming, and Devices, saw its sales decrease 3% to $14.25 billion. This was driven by a 9% decrease in gaming revenues, including a 5% decline in Xbox content and services. There was no blockbuster game release, so that gave the company a tough comp to beat. Windows OEM sales grew 5% driven by end-of-support upgrades for Windows 10 and inventory adjustments. So, this is not structural growth. Sear...
4kodiak/iStock Unreleased via Getty Images Microsoft Corporation ( MSFT ) reported Q2 earnings that beat analyst estimates on the top and bottom lines. The stock price, however, tanked, driven by concerns on AI capital expenditures and slowing growth for Azure. In this report, I discuss the Q2 earnings , highlight key elements from the call, and update my price target for the stock. Microsoft Net ...
4kodiak/iStock Unreleased via Getty Images Microsoft Corporation ( MSFT ) reported Q2 earnings that beat analyst estimates on the top and bottom lines. The stock price, however, tanked, driven by concerns on AI capital expenditures and slowing growth for Azure. In this report, I discuss the Q2 earnings , highlight key elements from the call, and update my price target for the stock. Microsoft Net Income Surges On OpenAI Revaluation Microsoft (Earnings Press Release) Reported revenues grew 17% to $81.3 billion, beating analyst estimates by $1 billion and 15% on a constant currency basis. Operating income grew 21% to $38.275 billion and 19% on a constant currency basis. Operating margins expanded from 45.5% to 47.1%. Net income rose 60% to $38.5 billion. However, this included a revaluation of the ownership stake in OpenAI ( OPENAI ). Adjusted net income rose 23% to $30.9 billion. Earnings per share of $4.14 beat analysts' expectations by $0.22. Microsoft (Earnings Press Release) Productivity and Business Processes revenues grew 16% to $34.1 billion and 14% on a constant currency basis. Product and Business Processes include Office, OneDrive, LinkedIn and Dynamics 365. Driven by 17% growth in Microsoft 365 Commercial Cloud Revenues with 19% growth in Dynamics 365, 11% growth for LinkedIn and Consumer Microsoft 365 growth of 29% driven by monetization of Copilot and the Microsoft 365 E5 bundle, which is an upsell bundle. It is interesting to note that Microsoft did not disclose how much of their growth in Azure was driven by AI. More Personal Computing, which includes Windows, Gaming, and Devices, saw its sales decrease 3% to $14.25 billion. This was driven by a 9% decrease in gaming revenues, including a 5% decline in Xbox content and services. There was no blockbuster game release, so that gave the company a tough comp to beat. Windows OEM sales grew 5% driven by end-of-support upgrades for Windows 10 and inventory adjustments. So, this is not structural growth. Sear...