March NY world sugar #11 (SBH26 ) on Tuesday closed up +0.08 (+0.58%), and May London ICE white sugar #5 (SWK26 ) closed down -3.50 (-0.87%). Sugar prices settled mixed on Tuesday, consolidating above last week's 5.25-year lows. Mild short covering emerged in sugar futures on Tuesday amid signs that...
March NY world sugar #11 (SBH26 ) on Tuesday closed up +0.08 (+0.58%), and May London ICE white sugar #5 (SWK26 ) closed down -3.50 (-0.87%). Sugar prices settled mixed on Tuesday, consolidating above last week's 5.25-year lows. Mild short covering emerged in sugar futures on Tuesday amid signs that...
March ICE NY cocoa (CCH26 ) on Tuesday closed down -197 (-5.50%), and March ICE London cocoa #7 (CAH26 ) closed down -81 (-3.22%). Cocoa prices extended their two-month sell-off on Tuesday and sank to 2.5-year nearest-futures lows. Robust global supplies and slack demand are weighing on cocoa prices. Limiting...
March ICE NY cocoa (CCH26 ) on Tuesday closed down -197 (-5.50%), and March ICE London cocoa #7 (CAH26 ) closed down -81 (-3.22%). Cocoa prices extended their two-month sell-off on Tuesday and sank to 2.5-year nearest-futures lows. Robust global supplies and slack demand are weighing on cocoa prices. Limiting...
MKS Instruments press release ( MKSI ): Q4 Non-GAAP EPS of $2.47 beats by $0.01 . Revenue of $1.03B (+10.2% Y/Y) beats by $10M . First Quarter 2026 Guidance (1) Revenue of $1,040 million, plus or minus $40 million vs $1.02B consensus Gross margin of 46.0%, plus or minus 1.0% Non-GAAP operating expenses of $270 million, plus or minus $5 million Non-GAAP net earnings of $136 million, plus or minus $...
MKS Instruments press release ( MKSI ): Q4 Non-GAAP EPS of $2.47 beats by $0.01 . Revenue of $1.03B (+10.2% Y/Y) beats by $10M . First Quarter 2026 Guidance (1) Revenue of $1,040 million, plus or minus $40 million vs $1.02B consensus Gross margin of 46.0%, plus or minus 1.0% Non-GAAP operating expenses of $270 million, plus or minus $5 million Non-GAAP net earnings of $136 million, plus or minus $19 million Non-GAAP net earnings per diluted share of $2.00, plus or minus $0.28 vs $1.25 consensus Adjusted EBITDA of $251 million, plus or minus $24 million Shares -13% . More on MKS Instruments MKS Inc. (MKSI) Presents at 28th Annual Needham Growth Conference Transcript A Costly Acquisition And A Cyclical Slump Burdened MKS Inc., But Now, It's Go Time MKS Inc. (MKSI) Presents at 53rd Annual Nasdaq Investor Conference Transcript MKS Instruments Q4 2025 Earnings Preview MKS announces pricing of private offering of €1B of 4.250% senior notes
Corvex Management exited Carnival ( CCL ), Dollar Tree ( DLTR ), Heidrick & Struggles International (HSII), and MDU Resources Group ( MDU ), while increasing its positions in Vestis Corporation ( VSTS ) and Oracle ( ORCL ) among its Q4 moves. The fund disclosed the information in its latest 13F filing , which was published on Tuesday. The Keith Meister-led fund increased its positions in Vestis ( ...
Corvex Management exited Carnival ( CCL ), Dollar Tree ( DLTR ), Heidrick & Struggles International (HSII), and MDU Resources Group ( MDU ), while increasing its positions in Vestis Corporation ( VSTS ) and Oracle ( ORCL ) among its Q4 moves. The fund disclosed the information in its latest 13F filing , which was published on Tuesday. The Keith Meister-led fund increased its positions in Vestis ( VSTS ) to 19.81M shares from 18.80M shares in the previous quarter. During the quarter, the fund also strengthened its positions in the Walt Disney Company ( DIS ) from 1.31M shares to 1.94M shares, in IAC ( IAC ) from 2.79M shares to 3.36M shares, and in Oracle ( ORCL ) from 349.5K shares to 403.2K shares during the quarter. According to the 13F filing, the fund did not initiate any new positions during the quarter while maintaining its holdings in Meta Platforms ( META ), Microsoft ( MSFT ), Nvidia ( NVDA ), Tesla ( TSLA ), and MGM Resorts International ( MGM ). More on Carnival, Dollar Tree, etc. Oracle: A Look At The 6.6% Yielding Preferred Shares Oracle: Shares A Hold Even As Upside Potential Exists Vestis Corporation (VSTS) Q1 2026 Earnings Call Transcript 'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen Insider trades: Oracle, Goldman Sachs, Reddit among notable names
The US and Japan unveiled the debut projects of a US$550 billion investment fund, pressing ahead with a trade and economic pact in the weeks before Japan’s Prime Minister Sanae Takaichi is set to meet US President Donald Trump. Trump said that the first tranche of money would go towards an Ohio gas power plant, a critical minerals site in Georgia and a liquefied natural gas facility in Texas in a ...
The US and Japan unveiled the debut projects of a US$550 billion investment fund, pressing ahead with a trade and economic pact in the weeks before Japan’s Prime Minister Sanae Takaichi is set to meet US President Donald Trump. Trump said that the first tranche of money would go towards an Ohio gas power plant, a critical minerals site in Georgia and a liquefied natural gas facility in Texas in a social media post on Tuesday. The announcement did not specify how the projects would be financed or...
Quad/Graphics press release ( QUAD ): Q4 Non-GAAP EPS of $0.36 in-line. Revenue of $630.6M (-11.0% Y/Y) misses by $2.3M . The Company's full-year 2026 financial guidance is as follows: Financial Metric 2025 Actuals 2026 Guidance Range Adjusted Annual Net Sales Change (1) 4.8% decline 1% to 5% decline Full-Year Adjusted EBITDA $196 million $175 million to $215 million Free Cash Flow $51 million $40...
Quad/Graphics press release ( QUAD ): Q4 Non-GAAP EPS of $0.36 in-line. Revenue of $630.6M (-11.0% Y/Y) misses by $2.3M . The Company's full-year 2026 financial guidance is as follows: Financial Metric 2025 Actuals 2026 Guidance Range Adjusted Annual Net Sales Change (1) 4.8% decline 1% to 5% decline Full-Year Adjusted EBITDA $196 million $175 million to $215 million Free Cash Flow $51 million $40 million to $60 million Capital Expenditures $45 million $55 million to $65 million Year-End Net Debt Leverage Ratio (2) 1.57x Approximately 1.5x Click to enlarge More on Quad/Graphics Quad/Graphics, Inc. (QUAD) Presents at 17th Annual Southwest IDEAS Conference - Slideshow Seeking Alpha’s Quant Rating on Quad/Graphics Historical earnings data for Quad/Graphics Dividend scorecard for Quad/Graphics Financial information for Quad/Graphics
Escalation: Iran, Russia, China To Hold Naval Drill In Flashpoint Strait Of Hormuz Are Russia and China finally standing up to America's addiction to regime change wars in the Middle East? They appear to at least be flashing some muscle in this incredibly tense moment, as the US deploys no less than two nuclear-powered aircraft carriers to the region. Russia, China, and Iran have deployed naval ve...
Escalation: Iran, Russia, China To Hold Naval Drill In Flashpoint Strait Of Hormuz Are Russia and China finally standing up to America's addiction to regime change wars in the Middle East? They appear to at least be flashing some muscle in this incredibly tense moment, as the US deploys no less than two nuclear-powered aircraft carriers to the region. Russia, China, and Iran have deployed naval vessels to the Strait of Hormuz for joint exercises this week , Russian presidential aide Nikolay Patrushev announced Tuesday, according to Anadolu and Iran state media . This comes as Iran's elite IRGC Navy is already in day two of military drills in the vital oil transit point, having closed some sectors of the chokepoint. Mehr News In a fresh interview with Turkish media, Patrushev said Moscow is advancing a "multipolar world order on the oceans" to counter what he blasted as Western hegemony . "We will tap into the potential of BRICS , which should now be given a full-fledged strategic maritime dimension," he said. These fresh mid-February drills are being called Maritime Security Belt 2026 . It turns out Russian and Chinese warships have already been in the region as part of prior Iran-hosted drills, and without doubt they've lingered to keep a very close eye on developments after President Trump started threatening Tehran over its nuclear as well as ballistic missiles programs. Also coming off last month's BRICS naval drills in South Africa which were dubbed "Will for Peace 2026" - Chinese, Russian, and Iranian ships have in recent years showed deepened coordination and cooperation, in an increased number of joint drills. "The Maritime Security Belt 2026 exercises in the Strait of Hormuz, where Russia, China, and Iran sent their ships, proved to be relevant," he added. If the US were to launch a 'surprise' attack on Iran, it remains unlikely that either Russia or China would come to Tehran's direct aid and engage militarily with Washington . However, it's possible more ...
Palo Alto Networks Inc. shares fell more than 5% in extended trading after the cybersecurity company released a forecast for adjusted earnings that was weaker than anticipated. The firm said in a statement Tuesday that its adjusted earnings per share for the year would be $3.65 to $3.70, down from the prior estimate of $3.87. It forecast adjusted earnings per share of 78 cents to 80 cents for the ...
Palo Alto Networks Inc. shares fell more than 5% in extended trading after the cybersecurity company released a forecast for adjusted earnings that was weaker than anticipated. The firm said in a statement Tuesday that its adjusted earnings per share for the year would be $3.65 to $3.70, down from the prior estimate of $3.87. It forecast adjusted earnings per share of 78 cents to 80 cents for the third quarter, down from an estimate of 92 cents. Adjusted earnings per share in the second quarter were $1.03, it said, while analysts had expected 94 cents, based in part on the company’s previous acquisitions of Chronosphere and CyberArk, according to data compiled by Bloomberg. Revenue will be $2.94 billion to $2.95 billion in the period that runs through April, it said. Analysts had estimated $2.6 billion for the quarter on average, according to data compiled by Bloomberg. The Santa Clara, California-based company expects full-year revenue of $11.28 billion to $11.31 billion, it said, beating Wall Street estimates of $10.5 billion. “We saw continued strength in platformizations, a trend that is accelerating due to AI — customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach,” Chief Executive Officer Nikesh Arora said in the statement Tuesday. “We also saw steady and strong adoption of AI security, which we expect will be a long term trend.” Palo Alto Networks also said on Tuesday it acquired Koi, an Israeli cybersecurity firm that the firm said would provide better visibility into threats against AI software. Terms of the deal weren’t disclosed. The company is positioning itself as a consolidation platform, aiming to replace point solutions by bundling cloud security, end-point protection and security operations into a single vendor relationship. That strategy targets large enterprises aiming to standardize tools as attacks grow more sophisticated and security budgets face closer scrutiny.
Toll Brothers press release ( TOL ): Q1 GAAP EPS of $2.19 beats by $0.07 . Revenue of $2.15B (+15.6% Y/Y) beats by $290M . Home sales revenues were $1.85 billion compared to $1.84 billion in FY 2025's first quarter; delivered homes were 1,899 compared to 1,991 in FY 2025's first quarter. Net signed contract value was $2.38 billion compared to $2.31 billion in FY 2025's first quarter; contracted ho...
Toll Brothers press release ( TOL ): Q1 GAAP EPS of $2.19 beats by $0.07 . Revenue of $2.15B (+15.6% Y/Y) beats by $290M . Home sales revenues were $1.85 billion compared to $1.84 billion in FY 2025's first quarter; delivered homes were 1,899 compared to 1,991 in FY 2025's first quarter. Net signed contract value was $2.38 billion compared to $2.31 billion in FY 2025's first quarter; contracted homes were 2,303 compared to 2,307. Backlog value was $6.02 billion at first quarter end compared to $6.94 billion at FY 2025’s first quarter end; homes in backlog were 5,051 compared to 6,312. Second Quarter and FY 2026 Financial Guidance: Second Quarter Full Fiscal Year Deliveries 2,400 - 2,500 units 10,300 - 10,700 units Average Delivered Price per Home $975,000 - $985,000 $970,000 - $990,000 Adjusted Home Sales Gross Margin 25.50% 26.00% SG&A, as a Percentage of Home Sales Revenues 10.7% 10.25% Period-End Community Count 455 480 - 490 Other Income, Income from Unconsolidated Entities, and Gross Margin from Land Sales and Other $— million $130 million Tax Rate 26.0% 25.5% Click to enlarge More on Toll Brothers Toll Brothers: Valuation And Fundamentals Well-Positioned Even If Headwinds Take Toll Toll Brothers: There's Clear Recovery Potential (Rating Upgrade) Toll Brothers: Expect Weak Earnings In The Next Few Quarters Toll Brothers Q1 2026 Earnings Preview Homebuilder stocks jump amid report on 'Trump Homes' plan
EQT press release ( EQT ): Q4 Non-GAAP EPS of $0.90 beats by $0.14 . Revenue of $2.39B (+46.6% Y/Y) beats by $230M . 2026 Outlook: Production: 2026 production forecast of 2,275 – 2,375 Bcfe Maintenance Capital Expenditures: 2026 maintenance capital spending guidance of $2,070 – $2,210 million Growth Capital Expenditures: EQT has elected to invest its first $580 – $640 million of post-dividend free...
EQT press release ( EQT ): Q4 Non-GAAP EPS of $0.90 beats by $0.14 . Revenue of $2.39B (+46.6% Y/Y) beats by $230M . 2026 Outlook: Production: 2026 production forecast of 2,275 – 2,375 Bcfe Maintenance Capital Expenditures: 2026 maintenance capital spending guidance of $2,070 – $2,210 million Growth Capital Expenditures: EQT has elected to invest its first $580 – $640 million of post-dividend free cash flow (1) in 2026 into high-return, infrastructure-focused growth projects Free Cash Flow: Projecting ~$3.5 billion of free cash flow attributable to EQT (1) in 2026 at recent strip pricing, which includes the impact of ~$600 million in elected growth capital expenditures Balance Sheet: Expect to exit 2026 with ~$4.7 billion of net debt (1) at recent strip pricing More on EQT EQT Corporation: Built For The Long Term Investor, But Volatility Is To Be Expected EQT Corporation: Stock Is Still Worth Buying Amid Falling Oil Prices EQT Corporation: Natural Gas Prices Unchained Goldman sees further upside in the energy rally, flagging 10 buy-rated stocks Natural gas futures skyrocket as cold snap sweeps across U.S.
Westwood Holdings Group ( WHG ) ( NYSE: WHG ) on Tuesday said that it plans to close and liquidate the Westwood LBRTY Global Equity ETF (NYSE Arca: BFRE) following an ongoing review of ETF offerings. The company said the fund’s last day of trading on NYSE Arca will be February 27, 2026, which will also be the final day it will accept creation units from authorized participants. Westwood said the f...
Westwood Holdings Group ( WHG ) ( NYSE: WHG ) on Tuesday said that it plans to close and liquidate the Westwood LBRTY Global Equity ETF (NYSE Arca: BFRE) following an ongoing review of ETF offerings. The company said the fund’s last day of trading on NYSE Arca will be February 27, 2026, which will also be the final day it will accept creation units from authorized participants. Westwood said the fund is expected to cease operations, liquidate its assets and distribute proceeds to shareholders on March 6, 2026. Shareholders who remain in the fund on the liquidation date will receive cash at the net asset value of their shares, including any capital gains and dividends. The company said the liquidation may be treated as a taxable event. WHG +0.12% after hours to $16.65. Source: Press Release More on Westwood Holdings Westwood Holdings Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript Westwood outlines $450M new client mandate and ETF growth amid $1B AUM outflows Seeking Alpha’s Quant Rating on Westwood Holdings Dividend scorecard for Westwood Holdings
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
NANO Nuclear Energy press release ( NNE ): Q1 $381.3 million in net cash provided by financing activities during the three months ended December 31, 2025. NANO Nuclear had cash and cash equivalents of $577.5 million as of December 31, 2025, up from $203.3 million on September 30, 2025, following an October 2025 private placement providing net proceeds of approximately $379 million. More on NANO Nu...
NANO Nuclear Energy press release ( NNE ): Q1 $381.3 million in net cash provided by financing activities during the three months ended December 31, 2025. NANO Nuclear had cash and cash equivalents of $577.5 million as of December 31, 2025, up from $203.3 million on September 30, 2025, following an October 2025 private placement providing net proceeds of approximately $379 million. More on NANO Nuclear Energy NANO Nuclear Energy: Timeline Ambiguity Hurts Speculative Bulls Comparing NuScale Power Vs. NANO Nuclear Energy, I Will Stay Away From This Industry NANO Nuclear Energy Inc. (NNE) Q4 2025 Earnings Call Transcript Most and least shorted industrial stocks with up to $2B market cap Most and least shorted industrial stocks with over $2B market cap
Element Solutions press release ( ESI ): Q4 Non-GAAP EPS of $0.37 beats by $0.01 . Revenue of $676.2M (+8.3% Y/Y) beats by $43.8M . More on Element Solutions Element Solutions: Well-Placed For Eventual End-Market Turns Element Solutions Inc (ESI) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript Element Solutions Inc (ESI) Presents at UBS Global Technology and AI Confe...
Element Solutions press release ( ESI ): Q4 Non-GAAP EPS of $0.37 beats by $0.01 . Revenue of $676.2M (+8.3% Y/Y) beats by $43.8M . More on Element Solutions Element Solutions: Well-Placed For Eventual End-Market Turns Element Solutions Inc (ESI) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript Element Solutions Inc (ESI) Presents at UBS Global Technology and AI Conference 2025 Transcript Seeking Alpha’s Quant Rating on Element Solutions Historical earnings data for Element Solutions