格隆汇2月20日｜英国政府：OpenAI和微软(MSFT.O)承诺为人工智能安全研究所的旗舰对齐项目提供新资金。

(RTTNews) - American States Water Co (AWR) will host a conference call at 2:00 PM ET on February 19, 2026, to discuss Q4 25 earnings results.

AMD "RDNA 4m" GPU spotted for future mobile CPUs OC3D

China's Zeekr premium brand enters Italian car market Reuters

The Adaptive Alpha Opportunities ETF is seeing unusually high volume in afternoon trading Thursday, with over 693,000 shares traded versus three month average volume of about 53,000. Shares of AGOX were off about 1.3% on the day. Components of that ETF with the highest volume

Netflix co-CEO Ted Sarandos says the company feels "really good" about their chances of acquiring Warner Bros. Discovery. He speaks with Ed Ludlow and Lucas Shaw on Bloomberg Television. (Source: Bloomberg)

Assessing Tesla: Insights From 23 Financial Analysts Benzinga

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Super Micro Computer (NASDAQ: SMCI) is seeing massive demand for AI infrastructure, yet margin pressure and trust issues continue to weigh on the stock. I break down what went wrong, what must improve, and what could unlock meaningful upside from here. Stock prices used were the market prices of Feb. 9, 2026. The video was published on Feb. 14, 2026. Continue reading

Despite the technological innovation seen in the U.S. and around the world, the banking system remains one of the most essential lubricants of the economic engine. Banks don't just take deposits, though that is one of the industry's important functions. These institutions extend the credit needed for companies to expand and for people to buy houses. Financial institutions support the vibrant functioning of capital markets, and banks backstop vital consumer needs, such as auto loans and credit cards. This bank ETF offers value and the potential for rising dividends. Image source: Getty Images. Continue reading

In trading on Thursday, the Global X MSCI Argentina ETF is outperforming other ETFs, up about 3.2% on the day. Components of that ETF showing particular strength include shares of Banco Macro, up about 8% and shares of Ssr Mining, up about 7.3% on the day. And underperforming

An NPR reporter covering the Olympics in Milan takes us on cultural side quests, to a hospitality house and a candy store. (Image credit: Rachel Treisman)

Report details harrowing 18-month occupation of North Darfur capital, showing destruction aimed at ethnic communities The siege and capture of the Sudanese city of El Fasher by the paramilitary Rapid Support Forces group last October bore “the hallmarks of genocide”, a UN-mandated fact-finding mission has said. In a report detailing the harrowing 18-month occupation of the capital of North Darfur, investigators concluded that the RSF and allied militias deliberately inflicted conditions calculated to bring about the physical destruction of the Zaghawa and Fur ethnic communities. Continue reading...

It is likely we have only seen the tip of the iceberg compared to what the police have seen.

格隆汇2月20日｜美国总统特朗普在社交平台发文指出，美术委员会刚刚以6票赞成、0票反对的结果一致批准了白宫宴会厅项目（其中一人因曾以专业身份参与该项目工作而回避）。委员们对该建筑的美丽与规模给予了高度赞誉。感谢委员会成员们！

The conflicting positions of US President Donald Trump and major European governments came to the fore at a meeting of the west’s most important energy forecaster. For the first time in nine years, the International Energy Agency — created by developed nations in the 1970s to oversee energy security — failed to release a communique setting out unified positions on everything from climate to the war in Ukraine. Instead, it issued a “chair’s summary” at the conclusion of a two-day gathering of ministers in Paris on Thursday. US Energy Secretary Chris Wright said multiple times before and during the gathering that the IEA-backed net zero goal is unachievable, politically motivated and a bad idea. While Washington is evaluating its position as a member of the institution, its preference is to change it from within, he said. Net zero is “a platform that’s made energy more expensive and shrunk the growth of energy,” Wright said, adding there’s “zero-point-zero chance of it being achieved.” The decision to release a chair’s summary — and not a communique — reflects a struggle to reconcile divergent views among top member nations, according to people with knowledge of the matter. It’s the first time the IEA, steered by Executive Director Fatih Birol , has taken such a course since 2017, although it did do so sometimes before then. “A large majority of ministers stressed the importance of the energy transition to combat climate change and highlighted the global transition to net zero,” the chair’s summary stated. It went on to say that ministers “condemned, in the strongest possible terms, Russia’s illegal war of aggression” against Ukraine. Heading into the ministerial gathering, Wright had slammed the IEA for behaving in recent years as the “cheer-leader” for a net zero climate agenda that he argued has seen $10 trillion invested in clean energy over the past decade, with no tangible benefits. Nonetheless, a collapse in relations feared by some observers appeared to be avo...

格隆汇2月20日｜美国总统特朗普：美术委员会刚刚以6票赞成、0票反对的结果一致批准了白宫宴会厅项目（其中一人因曾以专业身份参与该项目工作而回避）。委员们对该建筑的美丽与规模给予了高度赞誉。

Earnings Call Insights: Texas Pacific Land Corporation (TPL) Q4 2025 Management View Tyler Glover, President, CEO & Trustee, highlighted an "excellent finish to 2025 with quarterly records set for oil and gas royalty production, water sales volumes and produced water royalties." Glover noted, "Water sales volumes this quarter exceeded 1 million barrels per day for the first time in our history, growing 36% year-over-year and produced water royalty volumes grew 22% year-over-year." The company set annual records for revenue, net income, and free cash flow in fiscal year 2025, despite a decline in oil prices from $95 per barrel in 2022 to $65 per barrel in 2025. Glover attributed countercyclical growth to "continued market capture, talented employees, commercial development focus, differentiated scale across royalties, land and water and self-funded acquisitions and investments." Management announced a strategic investment in Bolt Data & Energy, describing Bolt as "a new AI infrastructure platform chaired by former Google CEO, Eric Schmidt." TPL retains a right of first refusal to provide water to Bolt-affiliated projects and is working on several data center developments, with some conversations "in advanced stages of planning." Glover provided an update on the 10,000 barrel per day R&D desalination facility in Orla, Texas, saying it is "nearing completion" and now expected to begin taking produced water in the coming months. The company plans to invest approximately $20 million in co-location equipment to evaluate waste heat capture and data center cooling at the facility. Glover concluded, "With our industry-leading margins, our fortress balance sheet and a $500 million undrawn credit facility, not only can we tolerate periods of low commodity prices, we have considerable capability to invest opportunistically as we look to consolidate high-quality assets and expand market capture." Chris Steddum, Chief Financial Officer, stated, "Consolidated revenues during the f...

Earnings Call Insights: Insmed Incorporated (INSM) Q4 2025 Management View William Lewis, President, CEO & Chairman, opened by stating 2025 was an "exceptional year for Insmed, defined by extraordinary execution and transformative impact" driven by the approval and launch of BRINSUPRI and continued performance of ARIKAYCE. He highlighted, "we witnessed the approval of BRINSUPRI and its stunning early months of launch performance as well as the continued global performance of ARIKAYCE, which showed significant acceleration from commercial efforts in Europe and especially Japan." The company completed the acquisition of INS1148 and expanded its clinical pipeline despite discontinuing the CRS Without Nasal Polyps program last quarter. Lewis announced, "Today, we are pleased to announce revenue guidance for BRINSUPRI of at least $1 billion in 2026." He connected this to broader company targets, noting, "we anticipate total company revenue in 2026 to be more than double the revenue we produced in 2025." He emphasized BRINSUPRI's growth opportunity, referencing a total addressable market of 500,000 diagnosed U.S. patients and less than 5% penetration to date, and described the potential to expand further by identifying undiagnosed bronchiectasis within 32 million COPD or asthma patients. "As we're able to identify patients that may benefit from BRINSUPRI from within this broader population, we have a chance to help physicians deliver what we believe could be a game-changing medicine." On ARIKAYCE, Lewis stated, "Japan had a particularly impressive 2025, delivering 40% growth compared to 2024 and contributing more than 1/4 of ARIKAYCE's global revenues. In Europe, ARIKAYCE grew even faster, albeit from a more modest revenue base." He expects the upcoming Phase III ENCORE trial to potentially expand ARIKAYCE's addressable market. Lewis also reported, "Last month, we were informed by the FDA's Office of Orphan Drug Products Development of their decision to grant orphan drug ...

Earnings Call Insights: Radian Group Inc. (RDN) Q4 2025 Management View CEO Richard Thornberry highlighted "another strong quarter for Radian, rounding out an outstanding year, both in terms of our financial performance and the beginning of an exciting strategic transformation of our company with the acquisition of Inigo." Thornberry emphasized that the strategic acquisition of Inigo, a specialty insurer underwriting through Lloyd's of London, was "funded entirely with available liquidity and excess capital with no new equity raised." Thornberry stated that this move is "truly transformative for Radian's future," providing a pathway to become a global multiline specialty insurer and expecting the transaction to double annual revenues, be accretive to EPS and returns, and provide greater strategic flexibility. Thornberry announced a divestiture plan for the Mortgage Conduit, Title, and Real Estate Services businesses is "well underway and on track for completion by the third quarter of this year." Organizational updates included promotions of Steve Keleher and Meghan Bartholomew to co-head the Mortgage Insurance business, and Dan Kobell and Rob Quigley taking on key financial roles. CFO Dan Kobell reported "net income from continuing operations of $159 million or $1.15 per share" for the quarter and $618 million or $4.39 per share for the full year. Kobell cited an 8% share count reduction in 2025 and noted the "return on equity of 13.5% in the fourth quarter and 13.1% for the full year." He stated, "We grew book value per share 13% year-over-year to $35.29." Outlook Management expects dividends of at least $600 million from Radian Guaranty to Radian Group in 2026, including a $140 million dividend in the first quarter. Kobell stated, "We expect these dividends to allow Radian Group to repay the $200 million draw from the credit facility during 2026 while continuing to maintain sufficient liquidity." Guidance on the in-force premium yield for the Mortgage Insurance p...

Earnings Call Insights: Brady Corporation (BRC) Q2 2026 Management View Russell Shaller, President and CEO, highlighted, "we released our fiscal 2026 second quarter results this morning, and I'm pleased to report that this marks our 20th consecutive quarter of organic sales growth. Top line growth is a key metric and achieving this milestone for 5 straight years of quarterly sales growth demonstrates the strength of Brady's business model." Shaller announced the launch of the i4311 transportable industrial desktop label printer, stating it is "the first transportable printer that can print on materials that are up to 4 inches wide," with features such as all-day battery, WiFi, Bluetooth, and LabelSense software technology. Investment in R&D has reached "almost 6% in 2026, while our pretax earnings have more than tripled over the same period," and the company recently appointed Jane Li as CTO to "improve our technical road map." Ann Thornton, CFO, stated, "Our financial results were strong once again in the second quarter. Organic sales were up 1.6%... led by the top line performance in our Americas and Asia region." Thornton also highlighted, "We finished the quarter in a net cash position, which allows us to continue to invest in both organic opportunities and strategic acquisitions to continue to drive shareholder value into the future." Outlook Brady increased the bottom end of its full year fiscal 2026 adjusted diluted EPS guidance range to $4.95 to $5.15 per share, up from $4.90 to $5.15 per share. The GAAP EPS guidance range was raised at the bottom end to $4.62 to $4.82 per share from $4.57 to $4.82 per share. Adjusted diluted EPS guidance represents a range of growth of between 7.6% to 12% compared to 2025. The company continues to expect organic sales growth in the low single-digit percentages for the year ending July 31, 2026. Guidance incorporates depreciation and amortization expense of approximately $44 million, capital expenditures of approximately $45...

The dollar was heading on Thursday toward its strongest position against major rivals in the past month, helped by support from investors this week that boiled down to more than just one simple catalyst.

DHS Inks Billion-Dollar Deal With Palantir The Tech Buzz

Earnings Call Insights: CVR Partners, LP (UAN) Q4 2025 Management View Mark Pytosh, CEO, opened with the introduction of a new Chief Operating Officer, Mike Wright, emphasizing his 35 years of industry experience and his dual role as COO of CVR Energy since January 2022. Management highlighted net sales of $131 million, a net loss of $10 million, EBITDA of $20 million, and a declared distribution of $0.37 per common unit for the quarter. For the full year 2025, EBITDA was $211 million with distributions totaling $10.54 per common unit. Pytosh stated, “We had another year of solid operations from our facilities with an ammonia utilization rate of 88% for the year.” He noted fourth quarter ammonia plant utilization was 64%, impacted by the planned turnaround and delayed start-up at the Coffeyville facility. On market dynamics, Pytosh said, “Although production and sales volumes were lower than we expected, pricing for nitrogen fertilizers remain strong throughout the quarter, and we continue to be optimistic about the spring planting season.” CFO Dane Neumann reported, “For the full year 2025, we reported net sales of $606 million and operating income of $129 million. Net income for the year was $99 million or $9.33 per common unit and EBITDA was $211 million.” He also confirmed, “For the fourth quarter of 2025, we reported net sales of $131 million and an operating loss of $3 million. Net loss for the fourth quarter was $10 million or $0.97 per common unit and EBITDA was $20 million.” Outlook Management projects a first quarter 2026 ammonia utilization rate of 95%-100%. They expect direct operating expenses to be $57 million to $62 million, excluding inventory impacts, and total capital spending between $25 million and $30 million. Pytosh commented, “At this level of planting, we expect to see continued strong demand for nitrogen fertilizers through the spring.” He described the supply-demand balance as tight and referenced ongoing geopolitical risks and market volat...