In this article UAL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:52 01:52 United Airlines overhauls MileagePlus program — here's what to know Airlines No United Airlines credit card? Soon you'll earn fewer miles than other travelers. United is overhauling its MileagePlus frequent flyer program to reward travelers with more miles and lower redemption rates, including for some o...
In this article UAL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:52 01:52 United Airlines overhauls MileagePlus program — here's what to know Airlines No United Airlines credit card? Soon you'll earn fewer miles than other travelers. United is overhauling its MileagePlus frequent flyer program to reward travelers with more miles and lower redemption rates, including for some of its long-haul business-class seats — if they have one of the airline's credit cards. It's the latest move by an airline to reward its highest-spending customers . The changes mark the biggest shake-up to the lucrative program in more than a decade, when United began rewarding customers for how much they spent — not just how far they flew. United Chief Commercial Officer Andrew Nocella told CNBC in an interview that the airline has been working on the changes for about 18 months and that the carrier is aiming to reward its most loyal customers. The shift also comes as United tries to stand out in an ever more competitive landscape for travel and rewards credit cards . That space also includes American Express' Platinum, Capital One 's Venture X and Chase's Sapphire Reserve cards . United Airlines planes are taxiing to takeoff from San Francisco International Airport. Tayfun Coskun | Anadolu | Getty Images "In the credit card space in general, a lot's changed over the last five to 10 years in terms of the number of travel credit cards that are out there," Nocella said. "What I'm thinking about as we make these changes for United is to make sure that if you hold the credit card, you put it top of wallet, and then if you don't hold the credit card, there's a reason to get the credit card that seems incredibly compelling if you'd like to fly United Airlines and if you'd like to have that ... trip to Tahiti or to Rome or wherever we may be able to take you." The changes take effect April 2. United is planning to show the discounted award flights on its website "so customers can...
Airbus Shares Hit Turbulence After Dismal Delivery Outlook Shares of Airbus SE plunged as much as 8% in Paris trading after the aerospace and defense group guided to 870 commercial aircraft deliveries for 2026 , well below the Bloomberg Consensus estimate of 896. Airbus blamed the softer outlook on the lack of reliable engine supplies for its A320 family of jets. UBS analyst Tricia Wright said fou...
Airbus Shares Hit Turbulence After Dismal Delivery Outlook Shares of Airbus SE plunged as much as 8% in Paris trading after the aerospace and defense group guided to 870 commercial aircraft deliveries for 2026 , well below the Bloomberg Consensus estimate of 896. Airbus blamed the softer outlook on the lack of reliable engine supplies for its A320 family of jets. UBS analyst Tricia Wright said fourth-quarter results were in line, but the 2026 guidance was at the low end of expectations, and long-term production targets were downgraded. "While the possibility of a long-term production rate target downgrade had been discussed by investors, 2026 guidance is also below the expectations of most investors we spoke to—880 deliveries, €7.5–8 billion EBIT, and €5–5.5 billion FCF," said UBS analyst Ian Douglas-Pennant. The analyst reiterated his "buy" rating on Airbus. The lower guidance was largely due to what CEO Guillaume Faury called a "significant" shortage of engines from Pratt & Whitney. He said this forced the planemaker into a mad dash to meet last year's delivery target, which was ultimately lowered in the final weeks of the year. " Pratt & Whitney's failure to commit to the number of engines ordered by Airbus is negatively impacting this year's guidance and the ramp-up trajectory ," Airbus wrote in a statement. Here's a snapshot of the 2026 full-year forecast (courtesy of Bloomberg): Sees commercial aircraft deliveries of about 870 planes; estimate 895.74 (Bloomberg Consensus) Sees adjusted EBIT of about €7.5 billion; estimate €8.19 billion Sees adjusted free cash flow of about €4.5 billion; estimate €5.68 billion Goldman analyst Jeremy Elster commented on bearish technicals developing for the planemaker: AIRBUS trading down -8%, breaking 200dma and breaching lows of recent range – Feedback: guide came in at lower end – per comment yesterday; at €200 I would argue the shares are pricing in an €~8bn ebit guide. At closer to €190 we had more fully priced >€7.5bn. Fee...
Welcome to our guide to the commodities driving the global economy. Today, senior oil reporter Kevin Crowley explores why the supermajors are frantically hunting for the next Guyana. Guyana recently became the world’s top oil producer per capita, pumping almost 1 million barrels a day — or roughly one for every resident. “Guyana is exceptional,” Exxon Mobil Corp. Upstream President Dan Ammann said...
Welcome to our guide to the commodities driving the global economy. Today, senior oil reporter Kevin Crowley explores why the supermajors are frantically hunting for the next Guyana. Guyana recently became the world’s top oil producer per capita, pumping almost 1 million barrels a day — or roughly one for every resident. “Guyana is exceptional,” Exxon Mobil Corp. Upstream President Dan Ammann said at a conference in the capital, Georgetown, this week. “I see energy projects on every continent. Many are important, very few are truly exceptional.” The problem for Big Oil is that Guyana may turn out to be too exceptional — perhaps not to be repeated. The South American country’s crude costs less than $35 a barrel to produce, making it among the most profitable supply outside OPEC and a major prize for Exxon and its joint-venture partners, Chevron Corp. and Cnooc Ltd. With Wall Street beginning to value the world’s largest energy companies on the longevity of their reserves , all the supermajors are now hunting for the next Guyana. It’s not easy. Iraq, Libya and Venezuela have huge resources — but their political problems are significant. Searches for big discoveries in Suriname, which neighbors Guyana, and Namibia have so far failed to match initial hopes. Exxon, Chevron, Shell Plc and others are investing in the eastern Mediterranean , but the reserves there are mostly natural gas, which is typically lower value than oil. Even the go-go days of US shale are fading as declining rock quality erodes the benefit of technology improvements. Sure, there are bright spots, such as the Vaca Muerta in Argentina and low-cost field extensions in the Gulf of Mexico and West Africa. But none can match Guyana. It helps explain why Exxon’s stock hit a record earlier this month as European peers struggled, and why Chevron paid $60 billion for Hess Corp. and its 30% stake in Guyana’s Stabroek Block last year. It also perhaps explains why Shell Chief Executive Officer Wael Sawan sounded...
pingingz/iStock via Getty Images Down In The Dumps Nutanix, Inc. ( NTNX ), may be an infrastructure software company that helps enterprises manage their IT infrastructure more efficiently, but it certainly hasn’t been a great source of help for its shareholder base for a while now. Over the past couple of years, we’ve written about this stock thrice (all through which it has underperformed the bro...
pingingz/iStock via Getty Images Down In The Dumps Nutanix, Inc. ( NTNX ), may be an infrastructure software company that helps enterprises manage their IT infrastructure more efficiently, but it certainly hasn’t been a great source of help for its shareholder base for a while now. Over the past couple of years, we’ve written about this stock thrice (all through which it has underperformed the broader markets), and since our last hold -rated article that came out in late August 2025, NTNX has lost ground even further. In recent periods, large swathes of the financial press have been quick to sign the death warrant for software companies across the board, and one can see that reflected in the performance of the SPDR S&P Software & Services ETF ( XSW ), which is down by over 20%, underperforming the broader markets by over 4x; however, our stock in focus has fared even worse than the software universe, witnessing negative returns of almost 40%, which is twice as bad as the peer set. YCharts Meanwhile, since December 2025, NTNX has also been assigned an unsavory quant rating of 1.21, or a strong sell, by Seeking Alpha’s quant system (a tag it had never garnered for the last three years )! Seeking Alpha With NTNX seemingly out of favor with the investment community, some hope comes in the form of an earnings event (its Q2 earnings are due to be released post-market on the 25th of February ) that could serve as a fitting platform for the company to ameliorate concerns and potentially stoke some positive investor interest. To be clear, we don’t want to come across as myopic, and we recognize that this event also has the potential to make things worse, as was the case the last time NTNX encountered an earnings event (the stock gapped down and closed -18% lower the day after the Q1 earnings in November 2025). Either way, this looks like a very decisive event, so here are some of the key subplots that investors should be mindful about What Are the Key Metrics to Watch Out fo...
Singapore has no substantiated information that any Singaporean is or was fighting as part of the Israel Defence Forces (IDF) during the war in Gaza, its Ministry of Home Affairs has said, after several media reports claimed two passport holders from the city state were among 200 Southeast Asians who had fought with Israeli troops. Qatari news outlet Al Jazeera reported on Sunday, citing informati...
Singapore has no substantiated information that any Singaporean is or was fighting as part of the Israel Defence Forces (IDF) during the war in Gaza, its Ministry of Home Affairs has said, after several media reports claimed two passport holders from the city state were among 200 Southeast Asians who had fought with Israeli troops. Qatari news outlet Al Jazeera reported on Sunday, citing information obtained by Israeli non-governmental organisation Hatzlacha under Israel’s Freedom of Information...
akinbostanci/E+ via Getty Images Broadcom ( AVGO ) is positioned to realize accelerated growth for its semiconductor business in eFY26 as the major hyperscalers’ capital outlays are expanded by 76% for 2026, underpinned by supportive backlog growth and compute capacity demand. With enterprise AI adoptions slowly creeping in, I believe the cloud services providers [CSPs] will more heavily utilize t...
akinbostanci/E+ via Getty Images Broadcom ( AVGO ) is positioned to realize accelerated growth for its semiconductor business in eFY26 as the major hyperscalers’ capital outlays are expanded by 76% for 2026, underpinned by supportive backlog growth and compute capacity demand. With enterprise AI adoptions slowly creeping in, I believe the cloud services providers [CSPs] will more heavily utilize their purpose-built, custom-silicon chips provided by Broadcom as a method of cost management, potentially bolstering Broadcom’s growth outlook. Given my upbeat growth forecast, I am reiterating my Strong Buy rating for AVGO shares with a price target of $560/share at 31.17x eFY27 EV/aEBITDA. Broadcom Earnings Investment Thesis The hyperscalers set the tone for Broadcom’s upcoming Q1’26 earnings release with an expected 76% year-over-year increase in capital spend, summing to $666b for 2026. Notably, I’m expecting Alphabet ’s ( GOOG ) capital budget to roughly double to $184b along with Amazon’s ( AMZN ) capital spend to increase to $200b in eFY26, indicating substantial growth for cloud compute capacity, which appears to be in the beginning stages of favoring custom silicon. Corporate Filings Growth of custom silicon adoption, in part, is driven by large contractual agreements for data center capacity with OpenAI ( OPENAI ) and Anthropic ( ANTHRO ). In late 2025, Alphabet announced a deal to supply up to 1mm TPUs to Anthropic valued at tens of billions of dollars. This may be in addition to Broadcom’s direct agreement with Anthropic to supply $10b of Ironwood TPUs. Pushing the needle, Broadcom announced that it deepened the partnership with an additional $11b order for TPUs expected in late 2026. The substantial growth in the capital outlay is the growing backlog amongst the hyperscalers, which I believe Broadcom will have its hands in. Amongst the 3 major hyperscalers, which include Microsoft ( MSFT ), Alphabet, and Amazon, the cumulative backlog grew by 47% to $1.1T. Incl...
akinbostanci/E+ via Getty Images Broadcom ( AVGO ) is positioned to realize accelerated growth for its semiconductor business in eFY26 as the major hyperscalers’ capital outlays are expanded by 76% for 2026, underpinned by supportive backlog growth and compute capacity demand. With enterprise AI adoptions slowly creeping in, I believe the cloud services providers [CSPs] will more heavily utilize t...
akinbostanci/E+ via Getty Images Broadcom ( AVGO ) is positioned to realize accelerated growth for its semiconductor business in eFY26 as the major hyperscalers’ capital outlays are expanded by 76% for 2026, underpinned by supportive backlog growth and compute capacity demand. With enterprise AI adoptions slowly creeping in, I believe the cloud services providers [CSPs] will more heavily utilize their purpose-built, custom-silicon chips provided by Broadcom as a method of cost management, potentially bolstering Broadcom’s growth outlook. Given my upbeat growth forecast, I am reiterating my Strong Buy rating for AVGO shares with a price target of $560/share at 31.17x eFY27 EV/aEBITDA. Broadcom Earnings Investment Thesis The hyperscalers set the tone for Broadcom’s upcoming Q1’26 earnings release with an expected 76% year-over-year increase in capital spend, summing to $666b for 2026. Notably, I’m expecting Alphabet ’s ( GOOG ) capital budget to roughly double to $184b along with Amazon’s ( AMZN ) capital spend to increase to $200b in eFY26, indicating substantial growth for cloud compute capacity, which appears to be in the beginning stages of favoring custom silicon. Corporate Filings Growth of custom silicon adoption, in part, is driven by large contractual agreements for data center capacity with OpenAI ( OPENAI ) and Anthropic ( ANTHRO ). In late 2025, Alphabet announced a deal to supply up to 1mm TPUs to Anthropic valued at tens of billions of dollars. This may be in addition to Broadcom’s direct agreement with Anthropic to supply $10b of Ironwood TPUs. Pushing the needle, Broadcom announced that it deepened the partnership with an additional $11b order for TPUs expected in late 2026. The substantial growth in the capital outlay is the growing backlog amongst the hyperscalers, which I believe Broadcom will have its hands in. Amongst the 3 major hyperscalers, which include Microsoft ( MSFT ), Alphabet, and Amazon, the cumulative backlog grew by 47% to $1.1T. Incl...
amgun Lemonade ( LMND ) stock surged 13% in Thursday premarket trading after it issued 2026 and Q1 guidance that's largely stronger than consensus estimates and turned in stellar Q4 2025 earnings as customer count rose and net loss ratio continued to improve. Its pet insurance in-force policies (IFP) rose in the mid-50s percentage range in 2025, making it the company's largest line of business by ...
amgun Lemonade ( LMND ) stock surged 13% in Thursday premarket trading after it issued 2026 and Q1 guidance that's largely stronger than consensus estimates and turned in stellar Q4 2025 earnings as customer count rose and net loss ratio continued to improve. Its pet insurance in-force policies (IFP) rose in the mid-50s percentage range in 2025, making it the company's largest line of business by IFP. The AI-powered P&C insurer still expects positive adjusted EBITDA for Q4 2026 and now expects 2027 to be its first full year of adjusted EBITDA profitability. The company expects 2026 revenue t o be $1.187B-$1.192B (midpoint $1.19B vs. $1.16B consensus), up from 2025’s reported $737.9M. 2026 adjusted EBITDA is expected to be -$48M to -$52M (Visible Alpha consensus -$50.8M), compared with -$118.1M reported in 2025. Guidance for in-force premium is $1.625B-$1.630B ($1.59B Visible Alpha estimate). For Q1, Lemonade ( LMND ) expects adjusted EBITDA of -$22M to -$25M (vs. the Visible Alpha consensus of -$24M). Revenue is anticipated to be $246M-$251M vs. $241.6M consensus. Guidance for in-force premium is $1.321B-$1.326B vs. Visible Alpha estimate of $1.297B. The company also discussed its plans to further grow Lemonade in 2026 by investing in three AI-enabled strategic initiatives: an enhanced cross-sale platform to drive improved multi-product attachment (particularly car and home over time), a more automated pricing engine that facilitates faster time to market for pricing changes and improved pricing accuracy, and the next evolution of its growth engine toward real-time, autonomous optimization across spend, channels, and creative. Q4 GAAP EPS of -$0.29, beating the -$0.39 consensus, improved from -$0.51 in Q3 and -$0.42 in Q4 2024. Total revenue of $228.1M, topping the average analyst estimate of $218.1M, rose from $194.5M in the prior quarter and $148.8M a year ago. In-force premium was $1.237BB at Dec. 31, 2025, compared with the Visible Alpha estimate of $1.223B and ...
(RTTNews) - Beamtree Holdings Limited (BMT.AX), Thursday announced financial results for the first half of fiscal year 2026, revealing loss after tax of $2.9 million, 12 percent down from $3.2 million in the prior year.
(RTTNews) - Beamtree Holdings Limited (BMT.AX), Thursday announced financial results for the first half of fiscal year 2026, revealing loss after tax of $2.9 million, 12 percent down from $3.2 million in the prior year.
Alight press release ( ALIT ): Q4 Non-GAAP EPS of $0.18 misses by $0.05 . Revenue of $653M (-4.0% Y/Y) misses by $2.29M . Adjusted EBITDA of $178 million compared to the prior year period of $217 million. Adjusted gross profit of $272 million and adjusted gross profit margin of 41.7%, compared to $300 million and 44.1% in the prior year period, respectively. More on Alight Alight: Heavy Debt And H...
Alight press release ( ALIT ): Q4 Non-GAAP EPS of $0.18 misses by $0.05 . Revenue of $653M (-4.0% Y/Y) misses by $2.29M . Adjusted EBITDA of $178 million compared to the prior year period of $217 million. Adjusted gross profit of $272 million and adjusted gross profit margin of 41.7%, compared to $300 million and 44.1% in the prior year period, respectively. More on Alight Alight: Heavy Debt And Heavy Churn Make For An Unattractive Investment Alight, Inc. (ALIT) Presents at UBS Global Technology and AI Conference 2025 Transcript Alight Q4 2025 Earnings Preview Starboard Value initiates new positions in CWAN, FLR, exits Alight among Q4 moves Seeking Alpha’s Quant Rating on Alight
The Turkish gift card market shows strong growth with opportunities in digital gift cards, diverse distribution channels, and varied retail sectors. Key opportunities lie in channel innovation, such as digital adoption and exploring open vs closed loop formats, alongside personalized strategies based on detailed consumer and corporate behavior insights. Turkish Gift Card Market Turkish Gift Card M...
The Turkish gift card market shows strong growth with opportunities in digital gift cards, diverse distribution channels, and varied retail sectors. Key opportunities lie in channel innovation, such as digital adoption and exploring open vs closed loop formats, alongside personalized strategies based on detailed consumer and corporate behavior insights. Turkish Gift Card Market Turkish Gift Card Market Dublin, Feb. 19, 2026 (GLOBE NEWSWIRE) -- The "Turkey Gift Card Business and Investment Opport
Andrew Mountbatten-Windsor was arrested at Sandringham on suspicion of misconduct in public office Andrew Mountbatten-Windsor arrested – live updates Full report as King Charles III’s brother arrested Andrew Mountbatten-Windsor, formerly known as Prince Andrew, has been arrested at his home in Norfolk, England. Here is what we know so far: Andrew Mountbatten-Windsor has been arrested on suspicion ...
Andrew Mountbatten-Windsor was arrested at Sandringham on suspicion of misconduct in public office Andrew Mountbatten-Windsor arrested – live updates Full report as King Charles III’s brother arrested Andrew Mountbatten-Windsor, formerly known as Prince Andrew, has been arrested at his home in Norfolk, England. Here is what we know so far: Andrew Mountbatten-Windsor has been arrested on suspicion of misconduct in public office by police investigating the former prince’s dealings with the convicted child sex offender Jeffrey Epstein. He is expected to be interviewed under criminal caution by detectives over the allegations of misconduct in public office. Police will have to decide whether Mountbatten-Windsor should be detained overnight, and whether to charge him with a criminal offence, release him while their inquiries continue, or take no further action. Photographs of unmarked police cars and plainclothes officers at Wood Farm on the Sandringham estate were published on Thursday morning. King Charles expressed his “deepest concern” over the arrest of his younger brother but added that the “law must take its course” and police had his “full and wholehearted support and cooperation”. Virginia Giuffre’s family said in a statement that Andrew’s arrest showed that “no one is above the law”. They added: “On behalf of our sister, we extend our gratitude to the UK’s Thames Valley police in their investigation and arrest of Andrew Mountbatten-Windsor.” A statement from Thames Valley police said: “We have today arrested a man in his 60s from Norfolk on suspicion of misconduct in public office and are carrying out searches at addresses in Berkshire and Norfolk. The man remains in police custody at this time.” The arrest came as Mountbatten-Windsor celebrated his 66th birthday at home. Police had been assessing allegations that the former prince shared sensitive information with Epstein when he was a UK trade envoy. Continue reading...
Comparor has announced the launch of its AI-powered shopping assistant, a tool designed to streamline the online shopping process by offering instant product recommendations and real-time price comparisons across multiple retailers. This solution leverages artificial intelligence to process natural language requests and deliver optimized shopping options, helping users save time and make more info...
Comparor has announced the launch of its AI-powered shopping assistant, a tool designed to streamline the online shopping process by offering instant product recommendations and real-time price comparisons across multiple retailers. This solution leverages artificial intelligence to process natural language requests and deliver optimized shopping options, helping users save time and make more informed purchasing decisions. As an emerging trend in e-commerce, AI-enabled tools like Comparor’s...
Davizro/iStock via Getty Images When it comes to investing in stocks, there are really two things most people should think about: The company – as in, the underlying asset The price – as in, the 'multiple' As mature companies grow their operations, they can increase the value of their stock by producing more and more profit. Additionally, many companies' stock prices trade at some multiple of earn...
Davizro/iStock via Getty Images When it comes to investing in stocks, there are really two things most people should think about: The company – as in, the underlying asset The price – as in, the 'multiple' As mature companies grow their operations, they can increase the value of their stock by producing more and more profit. Additionally, many companies' stock prices trade at some multiple of earnings, which is commonly referred to by investors as the valuation . Thus, making money in stocks is really a matter of doing two things right: buying the right companies and buying those companies at the right valuations. On the company side, it's important to find businesses that you believe will grow their earnings over a given time period. When it comes to the valuation, investors tend to perform best when they buy into good assets at average or better valuations. Buying into a great stock at a bad price can seriously dampen potential appreciation. In September of last year, I wrote an article about Taiwan Semiconductor ( TSM ), a business that I consider to be one of the best companies on earth. Since 2020, the company has grown adjusted operating earnings by nearly 30% per year , and with the ongoing AI buildout, I'm expecting strong continued earnings growth well into the future. When I wrote that article, shares of TSMC were trading at roughly ~25 times earnings - a valuation that I thought appeared reasonable given the company's growth opportunity. Since that article, shares are up more than 55%, but the business has only recorded two earnings reports. This implies that the multiple of TSMC has rapidly expanded, potentially in advance of its actual business results. While I am still incredibly bullish on Taiwan Semiconductor over the long term, increased risk, especially around valuation, has me shifting to a 'Hold' rating on the stock for now. As such, I believe current investors in this high-quality company should keep their cost basis, but new investors should st...