For many years now, the foremost experts and the world's most innovative companies have been seeking alternative sources of power for multiple reasons. The effects of global warming are real and pose significant threats, and there are also concerns about whether power from traditional sources like fossil fuels can continue to meet future demand. One alternative being explored is nuclear power. Thi...
For many years now, the foremost experts and the world's most innovative companies have been seeking alternative sources of power for multiple reasons. The effects of global warming are real and pose significant threats, and there are also concerns about whether power from traditional sources like fossil fuels can continue to meet future demand. One alternative being explored is nuclear power. This concept has made Oklo (NYSE: OKLO) an exciting bet for investors. The company is attempting to build and deploy small modular reactors that can leverage nuclear technology to produce clean, affordable energy. Image source: Getty Images. Continue reading
According to an SEC filing dated Feb. 13, 2026, Sands Capital Alternatives, LLC reported acquiring a new stake of 89,856 shares in ServiceTitan (NASDAQ:TTAN) during the fiscal fourth quarter ended Dec. 31, 2025. The estimated transaction value was $9.57 million, calculated using the average price for the quarter. The quarter-end value of the position also totaled $9.57 million, reflecting the new ...
According to an SEC filing dated Feb. 13, 2026, Sands Capital Alternatives, LLC reported acquiring a new stake of 89,856 shares in ServiceTitan (NASDAQ:TTAN) during the fiscal fourth quarter ended Dec. 31, 2025. The estimated transaction value was $9.57 million, calculated using the average price for the quarter. The quarter-end value of the position also totaled $9.57 million, reflecting the new stock acquisition. This is a new position for the fund, representing 1.85% of its reportable U.S. equity assets under management as of Dec. 31, 2025. It is the 12th-largest of the fund’s 20 holdings. As of Feb. 17, 2026, ServiceTitan shares were trading at $61.00, down 36.5% over the past year and underperforming the S&P 500 by 50 percentage points. Continue reading
American Tower (NYSE: AMT ) snapped a six-day winning streak, falling 2.35% to $188.56 in Wednesday afternoon trading. Over the prior six sessions, the stock had climbed more than 12.74%, significantly outperforming the S&P 500 Index, which declined 1.28% during the same period. Year to date in 2025, American Tower shares are up over 7.63%, compared with a marginal 0.03% drop in the broader S&P 50...
American Tower (NYSE: AMT ) snapped a six-day winning streak, falling 2.35% to $188.56 in Wednesday afternoon trading. Over the prior six sessions, the stock had climbed more than 12.74%, significantly outperforming the S&P 500 Index, which declined 1.28% during the same period. Year to date in 2025, American Tower shares are up over 7.63%, compared with a marginal 0.03% drop in the broader S&P 500. Looking at Seeking Alpha’s Quant rating , AMT carries a Hold recommendation with a score of 2.60 out of 5. The stock received an A grade for profitability, a B for growth, and a D- for valuation, reflecting mixed fundamentals. In contrast, Wall Street analysts , sentiment remains more constructive, with 16 analysts assigning a Strong Buy rating, while 7 recommend holding the shares. Seeking Alpha analyst Justin Purohit noted that shares of leading telecommunications REIT American Tower are currently trading near the midpoint of their 52-week range, following a roughly 6% gain over the past month. He added that the company’s operating performance should continue to benefit from the long-term secular tailwind of rising wireless data consumption and reiterated a Buy rating on the stock for investors looking for a core portfolio holding. Seeking Alpha's own analysts are also positive on the stock, maintaining a Buy rating on AMT. More on American Tower American Tower: Steadily Growing Long-Term Demand Drivers, Shares Attractive American Tower Is Signaling Future Upside American Tower Is Boring, But The Upside Potential Isn't American Tower prices senior notes offering for $839.5M Barclays downgrades American Tower, Crown Castle to Hold-equivalent
The cryptocurrency sector is increasing its political spending ahead of the midterm elections, aiming to replicate the success it achieved during the 2024 federal races. Crypto Industry Gears Up For Midterms Fairshake, a super PAC focused on cryptocurrency policy, announced...
The cryptocurrency sector is increasing its political spending ahead of the midterm elections, aiming to replicate the success it achieved during the 2024 federal races. Crypto Industry Gears Up For Midterms Fairshake, a super PAC focused on cryptocurrency policy, announced...
Caroline Brundle Bugge/iStock via Getty Images Rithm Capital Rithm Capital ( RITM ) is a mortgage REIT (mREIT). In the past it had primarily been invested in mortgages and MSRs (mortgage servicing rights). Mortgages tend to appreciate in value as mortgage interest rates fall, while MSRs appreciate in value when interest rates rise. A factor in the valuation of MSRs is refinancing risk. If a loan t...
Caroline Brundle Bugge/iStock via Getty Images Rithm Capital Rithm Capital ( RITM ) is a mortgage REIT (mREIT). In the past it had primarily been invested in mortgages and MSRs (mortgage servicing rights). Mortgages tend to appreciate in value as mortgage interest rates fall, while MSRs appreciate in value when interest rates rise. A factor in the valuation of MSRs is refinancing risk. If a loan that RITM is servicing gets refinanced, they lose the servicing fees on that loan. When rates rise, there is little incentive for anyone to refinance their mortgage. But when interest rates fall, refinancings can increase. So RITM's MSRs act as a hedge for their mortgage portfolio. Currently the mortgages that RITM services have yields of about 4%. Thus, with mortgage rates much higher than that, the refinancing concern is not a large risk at the current time. RITM has been managed very well. RITM has been clearly the best-performing mREIT over time and currently offers a nice 9.45% dividend yield. Here is a price chart for the last 5 years. Yahoo Finance RITM is the dark blue line. As you can see from the chart, the last 5 years have been tough for mREITs. The mREIT ETF, ticker MORT, is down 38%, while RITM was up 7%. This is quite an impressive showing for RITM. Supposed blue chip, NLY, is down 33% during this time, and AGNC is down close to 30%. The closest peer to RITM is PMT, which is down about 35%. ARR is down 70% during this period. The strange thing to me is that underperforming AGNC now trades at a massive premium of 40% to its book value, while RITM trades at a 16% discount to book value despite RITM being a much better performer than AGNC. If both traded at book value now, RITM would have been up over 20% in price over the last 5 years, while AGNC would be down over 50%. And if AGNC hadn't been able to sell a massive amount of shares at well above book value, they would be down even more than that. RITM just reported their book value at $12.66 per share. This mak...
The dollar index (DXY00 ) is up by +0.26%. The dollar is moving higher today and found support on better-than-expected US economic reports on Dec capital goods new orders, Dec housing starts and building permits, and Jan manufacturing production. Also, higher T-note yields today have strengthened the dollar’s interest rate...
The dollar index (DXY00 ) is up by +0.26%. The dollar is moving higher today and found support on better-than-expected US economic reports on Dec capital goods new orders, Dec housing starts and building permits, and Jan manufacturing production. Also, higher T-note yields today have strengthened the dollar’s interest rate...
Etsy ( ETSY ) shares snapped six straight sessions of losses, as the stock was up 3.5% at $45.89 on Wednesday. The global online marketplace fell 19.5% in the preceding six sessions. The stock is down 26% over the past one month and has dropped over 17% so far this year. Etsy is scheduled to announce Q4 earnings results on Thursday, February 19th, before market open. "Etsy continues to face declin...
Etsy ( ETSY ) shares snapped six straight sessions of losses, as the stock was up 3.5% at $45.89 on Wednesday. The global online marketplace fell 19.5% in the preceding six sessions. The stock is down 26% over the past one month and has dropped over 17% so far this year. Etsy is scheduled to announce Q4 earnings results on Thursday, February 19th, before market open. "Etsy continues to face declining engagement and flat Gross Merchandise Sales, despite incremental improvements and a new CEO at the helm," pointed out a recent Seeking Alpha analysis. Looking at Seeking Alpha's Quant Rating, ETSY has a Hold rating with a score of 2.9 out of 5. The company received an A- in the prospect of profitability, while it got a D in growth factor. Turning to the Wall Street community , eight analysts gave ETSY a Buy and above rating. 22 analysts have given the stock a Hold recommendation, while two recommended Sell. Seeking Alpha analysts are cautious and see the stock as a Hold. More on Etsy Etsy: Green Shoots Are Not Enough To Generate Optimism Etsy, Inc. (ETSY) Presents at Raymond James TMT & Consumer Conference Transcript Etsy Q4 2025 Earnings Preview Google expands Gemini shopping with Walmart, Wayfair, Shopify Seeking Alpha’s Quant Rating on Etsy
The astounding 313% gains that shares of Micron Technology (NASDAQ: MU) have clocked over the past year have brought the company's market capitalization to around $463 billion, a big increase from the $100 billion-plus level a year ago. The stunning rise in Micron stock is justified by the phenomenal jump in the company's revenue and earnings, driven by favorable memory market conditions. Importan...
The astounding 313% gains that shares of Micron Technology (NASDAQ: MU) have clocked over the past year have brought the company's market capitalization to around $463 billion, a big increase from the $100 billion-plus level a year ago. The stunning rise in Micron stock is justified by the phenomenal jump in the company's revenue and earnings, driven by favorable memory market conditions. Importantly, the conditions that are driving Micron's incredible growth are likely to persist for the rest of the year, potentially pushing the company's market cap to $1 trillion. Let's look at the reasons why Micron could achieve that milestone by the end of 2026. Continue reading
Threat of 9.5% property tax increase puts pressure on Governor Hochul, who is seeking re-election this year Zohran Mamdani, New York’s democratic socialist mayor, has unveiled two new budget proposals for the city – one to raise income and corporate taxes, or another to raise property taxes – triggering resistance from some political figures in and out of the state. Mamdani’s two proposals include...
Threat of 9.5% property tax increase puts pressure on Governor Hochul, who is seeking re-election this year Zohran Mamdani, New York’s democratic socialist mayor, has unveiled two new budget proposals for the city – one to raise income and corporate taxes, or another to raise property taxes – triggering resistance from some political figures in and out of the state. Mamdani’s two proposals include either raising taxes on the city’s wealthiest residents – which would require approval from New York’s governor, Kathy Hochul – or a “last resort” measure of a 9.5% property tax increase, which could affect “more than 3 million single-family homes, co-ops and condos and over 100,000 commercial buildings”, according to the New York Times. Continue reading...
frantic00 Microsoft ( MSFT ) and CrowdStrike ( CRWD ) announced an expansion of their existing deal on Wednesday that allows companies of all sizes to buy CrowdStrike's Falcon platform on the Microsoft Marketplace. The companies can purchase CrowdStrike's signature cybersecurity platform using their existing Microsoft Azure consumption commitment, the companies said in a statement . Shares of Micr...
frantic00 Microsoft ( MSFT ) and CrowdStrike ( CRWD ) announced an expansion of their existing deal on Wednesday that allows companies of all sizes to buy CrowdStrike's Falcon platform on the Microsoft Marketplace. The companies can purchase CrowdStrike's signature cybersecurity platform using their existing Microsoft Azure consumption commitment, the companies said in a statement . Shares of Microsoft and CrowdStrike were higher after the announcement. “Adversaries don’t wait for budget cycles, and neither should security teams,” said George Kurtz, CEO, and founder of CrowdStrike, in the release. “By enabling customers to use Azure Consumption Commitment for CrowdStrike, we remove procurement friction and maximize the impact of the cloud investment they already have to stop breaches with the Falcon platform. Through ongoing collaboration with Microsoft, our ecosystem is broadening to meet the market’s broad-based demand for Falcon.” More on Microsoft and CrowdStrike Microsoft's Azure Reacceleration Could Shock Wall Street Microsoft: Cloud And AI-Driven Stability Microsoft's Lack Of Leadership In AI, Wait Anthropic may share up to $6.4B with Amazon, Google, Microsoft in 2027: report Microsoft set to receive 20% of total OpenAI revenue until 2032: report
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 4.6% in the afternoon session after an analyst at Mizuho upgraded the stock's rating and the company announced a strategic partnership with Rackspace Technology.
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 4.6% in the afternoon session after an analyst at Mizuho upgraded the stock's rating and the company announced a strategic partnership with Rackspace Technology.