It looks unlikely that the U.S. would try destroying Iranian oil infrastructure because the Trump administration has talked about bringing energy prices down, says strategist
It looks unlikely that the U.S. would try destroying Iranian oil infrastructure because the Trump administration has talked about bringing energy prices down, says strategist
Fiserv (NASDAQ: FISV) is one of the world's leading players in payments technology, but its stock has been absolutely crushed recently after the company missed some important goalposts. The stock is trading down 74% over the past year, but there are signs it might be moving back up from rock bottom. Let's see what's happening, why the market is down on Fiserv stock, and what I'll be looking for to...
Fiserv (NASDAQ: FISV) is one of the world's leading players in payments technology, but its stock has been absolutely crushed recently after the company missed some important goalposts. The stock is trading down 74% over the past year, but there are signs it might be moving back up from rock bottom. Let's see what's happening, why the market is down on Fiserv stock, and what I'll be looking for to see if it can bounce back and beat the market. Image source: Fiserv. Continue reading
StockPhotoAstur/iStock Editorial via Getty Images Shares of HF Sinclair ( DINO ) have been a solid performer over the past year, gaining 30%. However, investors are disappointed by recent developments, with the stock trading over 10% lower on Wednesday after the company announced Q4 results, with management uncertainty taking center stage. I last covered shares in July , when I rated DINO a “ H ol...
StockPhotoAstur/iStock Editorial via Getty Images Shares of HF Sinclair ( DINO ) have been a solid performer over the past year, gaining 30%. However, investors are disappointed by recent developments, with the stock trading over 10% lower on Wednesday after the company announced Q4 results, with management uncertainty taking center stage. I last covered shares in July , when I rated DINO a “ H old,” and since then, the stock has rallied 16%, ahead of the market’s 10% gain thanks to an improvement in the refining environment, suggesting even a "B uy" was merited. With updated financials and developments on the management front, now is a good time to revisit HF Sinclair. Seeking Alpha In the company’s fourth quarter , HF Sinclair earned $1.20 per share, which beat estimates by $0.75. Adjusted EBITDA was $564 million. This was a solid quarter, aided by a favorable regulatory outcome and better refining results than last year as crack spreads normalize. However, attention quickly turned away from results and to other developments. CEO Leave and Accounting Review Are an Overhang Before diving into financials, the primary driver of weakness in shares is news that its CEO, Tim Go, is taking a voluntary leave of absence. The current Chair of the Board is stepping in on an interim basis. The Board is also commencing a process to determine if any further interim or permanent actions need to be taken regarding the CEO. The company’s Audit Committee is also assessing the company’s disclosure processes. As a result, the financials released this morning were unaudited. The company expects to release its audited 10-K in a “timely” fashion, but I expect some delay. Now, situations like this lend themselves to significant speculation, and it is important to not go beyond the facts. To be clear, no one has been accused of wrongdoing, and it is not yet known whether any accounting or disclosure issues are material. This will be for the audit committee and process to determine. In a s...
Caribbean Utilities press release ( CUPUF ): FY Earnings: 11% increase totaling $47.4 million for the year ended December 31, 2025. Earnings on Class A ordinary shares for fiscal 2025 were $46.3 million. Achieved $7.9 million in fuel cost savings for customers in 2025 and reduced outage interruption hours by 33% when compared to 2024. More on Caribbean Utilities Company Seeking Alpha’s Quant Ratin...
Caribbean Utilities press release ( CUPUF ): FY Earnings: 11% increase totaling $47.4 million for the year ended December 31, 2025. Earnings on Class A ordinary shares for fiscal 2025 were $46.3 million. Achieved $7.9 million in fuel cost savings for customers in 2025 and reduced outage interruption hours by 33% when compared to 2024. More on Caribbean Utilities Company Seeking Alpha’s Quant Rating on Caribbean Utilities Company Historical earnings data for Caribbean Utilities Company Dividend scorecard for Caribbean Utilities Company Financial information for Caribbean Utilities Company
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Lemon_tm VenHub Global ( VHUB ) plans to push deeper into automated retail with the launch of its VenHub Vision System. The company described the new system as an AI- and computer-vision-based platform that automates shelf setup and real-time merchandising in the company’s autonomous smart stores. The new system automatically recognizes every product placed on a shelf, builds optimized planograms,...
Lemon_tm VenHub Global ( VHUB ) plans to push deeper into automated retail with the launch of its VenHub Vision System. The company described the new system as an AI- and computer-vision-based platform that automates shelf setup and real-time merchandising in the company’s autonomous smart stores. The new system automatically recognizes every product placed on a shelf, builds optimized planograms, and removes the need for manual shelf calibration, cutting setup and changeover times for store operators. The upside for customers is that instead of relying on static, pre-negotiated shelf layouts, the platform continuously adjusts product placement based on time of day, demand trends, and observed customer behavior. VenHub ( VHUB ) highlighted the Vision System as a way to bring “intelligent retail” to life, enabling dynamic merchandising and day-parting in convenience environments, such as automatically shifting assortments and layouts for breakfast, lunch, dinner, and snacking occasions. The system is also designed to support rapid product swaps as demand changes throughout the day or across seasons, extending VenHub’s goal of a fully automated, adaptive retail ecosystem. CEO Shahan Ohanessian said each of the company's advancements moves it closer to a fully automated retail ecosystem that can provide retailers with a smarter, faster, and more flexible way to meet customer needs. Shares of VenHub ( VHUB ) were down 11.5% in Wednesday afternoon trading to $2.95. The stock has slumped since the direct listing on January 30. More on VenHub Global, Inc. Venhub Global: Intriguing Story, But Best To Wait On The Sidelines For Now VenHub Global raises $18.9M in securities purchase agreement; shares down VenHub Global slides more than 25% as the bumpy ride continues since its direct listing Seeking Alpha’s Quant Rating on VenHub Global, Inc. Financial information for VenHub Global, Inc.
Strategy Inc. (NASDAQ:MSTR) Chair Michael Saylor touted on Monday Bitcoin’s (CRYPTO: BTC) ability to enable fast and cheap global transfers even on bank holidays like Presidents’ Day. Saylor Champions Bitcoin’S 24/7 Operation Saylor highlighted Bitcoin’s fee estimator on X, with...
Strategy Inc. (NASDAQ:MSTR) Chair Michael Saylor touted on Monday Bitcoin’s (CRYPTO: BTC) ability to enable fast and cheap global transfers even on bank holidays like Presidents’ Day. Saylor Champions Bitcoin’S 24/7 Operation Saylor highlighted Bitcoin’s fee estimator on X, with...
The 2026 rally in precious metals offers the prospect of tempting returns, but investors ought to proceed carefully before they go along for the ride. Gold futures are up more than 15% year to date, while silver futures have popped 10% -- but the gains have come with plenty of turbulence. Both suffered their worst day since 1980 on Jan. 30, with contracts tied to gold losing 11% while those linked...
The 2026 rally in precious metals offers the prospect of tempting returns, but investors ought to proceed carefully before they go along for the ride. Gold futures are up more than 15% year to date, while silver futures have popped 10% -- but the gains have come with plenty of turbulence. Both suffered their worst day since 1980 on Jan. 30, with contracts tied to gold losing 11% while those linked to silver plummeted 31%. Retail traders have piled into the silver trade , snapping up the iShares Silver Trust (SLV) even when it tanked in late January. SLV 1M mountain The iShares Silver Trust (SLV) in the past month Investors should know there is a right way and a wrong way to incorporate precious metals into their portfolio – and chasing the rally leaves them vulnerable to portfolio volatility and sharp losses. "Gold itself is a speculative asset, and silver is even more speculative – like gold on steroids with these recent price moves," said Amy Arnott, portfolio strategist at Morningstar. In small amounts, however, precious metals may give some benefit to investors with a long-term point of view. Gold: an effective diversifier Gold has been growing more popular at a time when geopolitical shocks and inflation fears have haunted investors. The yellow metal has proven itself when times get turbulent, averaging a four-week return of 1.8% and a median return of 3% leading up to and during major geopolitical shocks from 1985 to 2024, according to an analysis by JPMorgan Private Bank . That compares to an average four-week decline of 1.6% for stocks and the 10-year U.S. Treasury, and a median slide of 1.9% for both, the bank found. "I think if you're looking for diversification, you could still make a case for a small position in gold, given it has such a low correlation with stocks and bonds," said Arnott. She recommended an exposure of around 3% to capture those benefits. Silver, however, isn't as beneficial, especially given its propensity for sharp price swings, accor...
Coach CEO Todd Kahn discusses the company's brand strategy and says there hasn't been any issue with leather suppliers on "Bloomberg Open Interest." (Source: Bloomberg)
Coach CEO Todd Kahn discusses the company's brand strategy and says there hasn't been any issue with leather suppliers on "Bloomberg Open Interest." (Source: Bloomberg)
ASML Holding (NASDAQ: ASML) is one of the most important companies in the world. It's the only manufacturer of extreme ultraviolet (EUV) lithography machines, which are vital equipment for printing the most advanced computer chips. The Dutch semiconductor sector bellwether reported impressive growth for 2025 . Its solid order backlog and the inflow of new bookings to meet the growing demand for ch...
ASML Holding (NASDAQ: ASML) is one of the most important companies in the world. It's the only manufacturer of extreme ultraviolet (EUV) lithography machines, which are vital equipment for printing the most advanced computer chips. The Dutch semiconductor sector bellwether reported impressive growth for 2025 . Its solid order backlog and the inflow of new bookings to meet the growing demand for chips capable of powering artificial intelligence (AI) workloads should help it maintain a healthy growth rate in 2026. On average, analysts covering the company expect a 14% jump in its top line and a 20% jump in earnings this year. As a result, it won't be surprising to see ASML's market cap head higher over the next year from its current reading of $546 billion. However, there is a good chance that both Micron Technology (NASDAQ: MU) and Oracle (NYSE: ORCL) will be worth more than ASML one year from now. Continue reading
Earthen barriers near Lock 10 on the C&O Canal help redirect sewage back into the Potomac Interceptor after a section of the six-foot-wide sewage pipe collapsed last month between the Clara Barton Parkway and the canal on Feb. 16, 2026 in Cabin John, Maryland. Chip Somodevilla | Getty Images President Donald Trump is worried the stench of the Potomac River will put America 250 celebrations in a fu...
Earthen barriers near Lock 10 on the C&O Canal help redirect sewage back into the Potomac Interceptor after a section of the six-foot-wide sewage pipe collapsed last month between the Clara Barton Parkway and the canal on Feb. 16, 2026 in Cabin John, Maryland. Chip Somodevilla | Getty Images President Donald Trump is worried the stench of the Potomac River will put America 250 celebrations in a funk after a sewage pipe collapse near Washington, D.C . dumped hundreds of millions of gallons of raw sewage into the river, White House Press Secretary Karoline Leavitt said Wednesday. "He is worried about that, which is why the federal government wants to fix it, and we hope that the local authorities will cooperate with us in doing so," Leavitt said during a press briefing at the White House when asked if the president was worried about Washington, D.C. smelling like waste during celebrations for the nation's 250th anniversary. The administration has a slew of events planned for the 250th anniversary of the United States, culminating in Independence Day celebrations on July 4. Many of the events will take place in Washington, D.C., which sits on the Potomac, and are likely to draw crowds of travelers. Leavitt said the White House is still waiting on local governments in Maryland, Virginia and Washington, D.C. to ask for federal help in cleaning up the mess. Trump has repeatedly blamed Democratic leadership in the two states and D.C. for the spill and has demanded they ask " politely " for federal assistance. Trump has singled out Gov. Wes Moore of Maryland over the spill. The president also recently snubbed Moore from a National Governors' Association event at the White House. Leavitt doubled down on the president's badgering of Moore on Wednesday. "There has been no improvement under the leadership of Gov. Moore," Leavitt said. "He's clearly shown he's incapable of fixing this problem, which is why President Trump and the federal government are standing by to step in." L...
watch now In this video ETH.CM= BTC.CM= Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email Crypto World Crypto leaders and lawmakers meet at Trump family's World Liberty Forum: CNBC Crypto World On this week's episode of CNBC Crypto World, bitcoin settles in the $60,000 after a volatile start in February. We also recap some exclusive inter...
watch now In this video ETH.CM= BTC.CM= Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email Crypto World Crypto leaders and lawmakers meet at Trump family's World Liberty Forum: CNBC Crypto World On this week's episode of CNBC Crypto World, bitcoin settles in the $60,000 after a volatile start in February. We also recap some exclusive interviews from Trump family-hosted World Liberty Forum. Last, Dragonfly Capital general partner Rob Hadick discusses the firm's $650 million fundraise to invest in companies that seek to have a global footprint. 12:55 17 minutes ago Ryan Baker Jordan Smith Kaan Oguz Christian Nunley
Earnings Call Insights: FirstEnergy Corp. (FE) Q4 2025 Management View CEO Brian Tierney opened by characterizing 2025 as a transformative year, noting, "We executed on our plan, achieved several important milestones and positioned FirstEnergy for long-term success in one of the most dynamic periods in our industry's history." Tierney highlighted the announcement of a $36 billion 5-year capital in...
Earnings Call Insights: FirstEnergy Corp. (FE) Q4 2025 Management View CEO Brian Tierney opened by characterizing 2025 as a transformative year, noting, "We executed on our plan, achieved several important milestones and positioned FirstEnergy for long-term success in one of the most dynamic periods in our industry's history." Tierney highlighted the announcement of a $36 billion 5-year capital investment program designed to improve customer reliability and grid resiliency, aiming for a core earnings per share compounded annual growth rate near the top end of 6% to 8% from 2026 to 2030. He emphasized, "Today, we are reporting 2025 GAAP earnings of $1.77 per share compared to $1.70 per share in 2024. Core earnings were $2.55 per share, at the top end of our revised and increased guidance range for the year and an increase of 7.6% compared to 2024." Tierney reported $5.6 billion in customer-focused capital investments during 2025, a 25% increase from last year and 12% higher than the original plan. The CEO detailed "a 35% increase from our previous plan" in total transmission investments, with $19 billion allocated, and noted expectations for company-wide investment to translate into 10% rate base growth through 2030. Tierney addressed new incremental investment opportunities, including a planned $2.5 billion, 1.2 GW natural gas combined cycle facility in West Virginia, anticipating approval in the second half of the year and commercial operation in 2031. He stated, "Once approved... we will include this $2.5 billion investment in our financial plan. This will increase our consolidated rate base CAGR from 10% to 11%." The CEO also described ongoing opportunities for regional transmission investments, referencing $5 billion in competitive transmission projects awarded since 2022 and expecting further awards in 2027. On affordability, Tierney said, "Our customer bills are approximately 20% below the in-state peer average and remain at or below 2.5% of our customers' sha...
Earnings Call Insights: Toll Brothers (TOL) Q1 2026 Management View Douglas Yearley, Chairman & CEO, introduced a key leadership transition, announcing "Karl Mistry, who will be taking over as the third CEO in our company's history on March 30, when I will transition to the Executive Chairman role. Karl is an outstanding leader who has been with Toll Brothers for over 20 years...he is the right pe...
Earnings Call Insights: Toll Brothers (TOL) Q1 2026 Management View Douglas Yearley, Chairman & CEO, introduced a key leadership transition, announcing "Karl Mistry, who will be taking over as the third CEO in our company's history on March 30, when I will transition to the Executive Chairman role. Karl is an outstanding leader who has been with Toll Brothers for over 20 years...he is the right person to lead us through the next phase of growth." Yearley highlighted, "We delivered 1,899 homes in the quarter and generated $1.85 billion of homebuilding revenue, approximately $24 million above the midpoint of our guidance." He also noted, "We earned $2.19 per diluted share, a 25% increase compared to the $1.75 we earned in last year's first quarter and $0.05 above our implied guidance." He stated, "In the quarter, we signed 2,303 net contracts for $2.4 billion, flat in units, but up 3% in dollars compared to last year's first quarter as the average sales price increased to $1,033,000." Yearley explained, "We expect to increase community count in the second quarter from 445 communities at the end of the first quarter to 455 at the end of the second. For the full year, we are targeting another 8% to 10% increase over the 9% we grew last year." Gregg Ziegler, Executive VP & CFO, stated, "In the first quarter, we delivered 1,899 homes at an average price of $977,000 and generated home sales revenues of $1.85 billion. While we exceeded the midpoint of our revenue guidance, the average delivered price was below our guidance due primarily to mix as we delivered more lower-priced finished spec homes in the quarter than projected." Ziegler added, "During the quarter, we substantially completed our previously announced sale of about half of our Apartment Living portfolio for net cash proceeds of approximately $330 million." Outlook Ziegler stated, "We are projecting fiscal 2026 second quarter deliveries of approximately 2,400 to 2,500 homes with an average delivered price betwee...
Fintan Trimble/iStock via Getty Images The SCOTUS Ruling on Tariffs Is Imminent The Supreme Court is scheduled to release "opinions" on Feb. 20th, 24th, and 25th. It's very likely that on one of these dates the opinion on the "Learning Resources, Inc. v. Trump" case will be announced – that's the case against the Trump's IEEPA-based tariffs. The tariffs case hearing was expedited; however, the dec...
Fintan Trimble/iStock via Getty Images The SCOTUS Ruling on Tariffs Is Imminent The Supreme Court is scheduled to release "opinions" on Feb. 20th, 24th, and 25th. It's very likely that on one of these dates the opinion on the "Learning Resources, Inc. v. Trump" case will be announced – that's the case against the Trump's IEEPA-based tariffs. The tariffs case hearing was expedited; however, the decision is overdue – it was expected in January. The Likely Decision The judges were skeptical of the administration's arguments in favor of tariffs at the hearing, and thus, it is very likely that SCOTUS will rule against the tariffs with the statement similar to "President Trump’s broad IEEPA‑based trafficking and reciprocal tariffs exceed the statutory authority granted under the Act." This ruling would require a rollback of IEEPA tariffs, refunds of already collected tariffs, and essentially establish the limits on "presidential authority over global trade restrictions." Some judges expressed concerns about the tariff refunds, and thus it's possible that SCOTUS upholds some version of the tariffs, citing "executive foreign‑policy discretion," and thus limits the tariff refunds. Note, given the delay in decision, some expect that SCOTUS could rule in favor of tariffs and that there is some internal division, with a possible 5th "vote swing." However, in my opinion, SCOTUS did not make the ruling in January because President Trump was at the Davos conference at the time, and the Greenland tariff threat on the EU was active; thus, SCOTUS delayed the decision. The delay does not signal a possible ruling in favor of tariffs. Likely Immediate Market Reaction Let's put it this way – the market reaction will be highly uncertain. There are strong arguments in favor of differing market outcomes. Consensus expectations These are the consensus expectations for immediate reaction if the SCOTUS rules against the tariffs, including the refunds of tariffs. 10Y yields lower ( US10Y ) infl...