On February 17, 2026, Gate City Capital Management reported buying 331,415 shares of Mosaic (NYSE:MOS) , an estimated $8.93 million trade based on quarterly average pricing. According to the SEC filing dated February 17, 2026, Gate City Capital Management increased its position in Mosaic (NYSE:MOS) by 331,415 shares. The estimated transaction value is $8.93 million, calculated using the average cl...
On February 17, 2026, Gate City Capital Management reported buying 331,415 shares of Mosaic (NYSE:MOS) , an estimated $8.93 million trade based on quarterly average pricing. According to the SEC filing dated February 17, 2026, Gate City Capital Management increased its position in Mosaic (NYSE:MOS) by 331,415 shares. The estimated transaction value is $8.93 million, calculated using the average closing price for the quarter. The value of the position at quarter-end rose by $5.76 million, a figure that includes both additional purchases and changes in the stock’s price. Mosaic is a leading producer of phosphate and potash fertilizers, operating a vertically integrated business model from mining through distribution. With a global footprint and a focus on essential crop nutrients, Mosaic supports agricultural productivity and food security worldwide. The company's scale, diversified product portfolio, and established distribution channels provide a strong competitive position in the agricultural inputs industry. Continue reading
The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.10%. March E-mini S&P futures (ESH26 ) are down -0.62%, and March E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.10%. March E-mini S&P futures (ESH26 ) are down -0.62%, and March E-mini Nasdaq futures...
Airbnb (NASDAQ: ABNB) reported better-than-expected earnings for Q4 2025, and the company expects to grow even more in the first quarter. But Airbnb stock has still gone nowhere for years, and we haven't seen the multi-billion dollar businesses that management hoped would be possible because of AI. Have the doubters been proved wrong by a good quarter, or does Airbnb still need to answer some big ...
Airbnb (NASDAQ: ABNB) reported better-than-expected earnings for Q4 2025, and the company expects to grow even more in the first quarter. But Airbnb stock has still gone nowhere for years, and we haven't seen the multi-billion dollar businesses that management hoped would be possible because of AI. Have the doubters been proved wrong by a good quarter, or does Airbnb still need to answer some big questions? I answer in the video below. *Stock prices used were end-of-day prices of Feb. 11, 2026. The video was published on Feb. 16, 2026. Continue reading
Federal Reserve Chair nominee Kevin Warsh has several paths toward reducing the central bank’s $6.6 trillion balance sheet but the process will be costly and lengthy, Wall Street strategists say. Warsh has called for dramatically paring the Fed’s massive financial footprint, rekindling the debate around the size of its portfolio which swelled after successive rounds of crisis-driven asset purchase...
Federal Reserve Chair nominee Kevin Warsh has several paths toward reducing the central bank’s $6.6 trillion balance sheet but the process will be costly and lengthy, Wall Street strategists say. Warsh has called for dramatically paring the Fed’s massive financial footprint, rekindling the debate around the size of its portfolio which swelled after successive rounds of crisis-driven asset purchases. Minutes from the January policy meeting due Wednesday are likely to offer insights on policymakers’ latest thinking on the balance sheet. Kansas City Fed President Jeff Schmid said last week that a large portfolio risks blurring the lines between monetary and fiscal policy. Michelle Bowman , the Fed’s vice chair for supervision, has also argued for a smaller footprint. Options range from easing regulations that encourage banks to hold large cash reserves with the central bank, to shortening the average maturity of the Fed’s holdings, strategists say. The Fed could also stop buying Treasury bills or even sell securities outright. A less likely path would be to resume unwinding holdings, a process knowing as quantitative tightening, which the central bank abandoned in December after an increase in government borrowing fueled money markets strains. In turn, the Fed pivoted to buying T-bills in a bid to add reserves back into the system. Whatever path a Warsh-led Fed takes, it’s likely to take years. “I think of this as a 2027 phenomenon at the earliest,” said Seth Carpenter , global chief economist at Morgan Stanley, and a former deputy director at the Fed’s monetary affairs division. It will also have to be in agreement with Treasury secretary Scott Bessent, Jonathan Cohn , head of US rates desk strategy at Nomura Securities International Inc, said. “The idea of the Fed just all of a sudden pushing out a whole bunch of Treasury supply onto private investors, and the term premium impact that might have — that would be a wild own goal for that duo to commit,” Cohn said. Here...
Walmart (WMT) is riding strong momentum in 2026, surging 20% year-to-date and hitting a $1 trillion market cap. E-commerce giant Amazon (AMZN), on the other hand, is down 14% year-to-date amid mass layoffs. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance executive editor Brian Sozzi and Yahoo Finance senior business reporters Ines Ferré and Brooke DiPalma to bre...
Walmart (WMT) is riding strong momentum in 2026, surging 20% year-to-date and hitting a $1 trillion market cap. E-commerce giant Amazon (AMZN), on the other hand, is down 14% year-to-date amid mass layoffs. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance executive editor Brian Sozzi and Yahoo Finance senior business reporters Ines Ferré and Brooke DiPalma to break down the battle for US consumers, from groceries to third-party delivery and advertising, and weigh which stock may offer more value in today's market. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.
The Lens Lizard is installed using your car’s existing license plate screw holes. | Image: Lens Lizard A Vermont-based startup has announced a new upgrade kit that adds a remotely triggered backup camera cleaner to your car. The Lens Lizard system might seem like an unnecessary luxury to some, but if you deal with ice and snow obscuring your backup camera every winter, or live somewhere remote wit...
The Lens Lizard is installed using your car’s existing license plate screw holes. | Image: Lens Lizard A Vermont-based startup has announced a new upgrade kit that adds a remotely triggered backup camera cleaner to your car. The Lens Lizard system might seem like an unnecessary luxury to some, but if you deal with ice and snow obscuring your backup camera every winter, or live somewhere remote with dirt roads mucking up your ride, the upgrade will save you from having to frequently clean the camera yourself. Its creators are making the Lens Lizard available through a Kickstarter and those who back the crowdfunding campaign can preorder a kit discounted to $99. Full retail pricing is expected to be closer to $149 while shipping will start in … Read the full story at The Verge.
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Andy Jassy, CEO of Amazon, speaking with CNBC at the World Economic Forum in Davos, Switzerland on Jan. 20, 2026. CNBC Amazon shares whipsawed on Tuesday, as the stock attempted to make a comeback from a historic slide. Should the stock close in the red, it would mark a tenth-straight negative session, tying the company's longest...
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Andy Jassy, CEO of Amazon, speaking with CNBC at the World Economic Forum in Davos, Switzerland on Jan. 20, 2026. CNBC Amazon shares whipsawed on Tuesday, as the stock attempted to make a comeback from a historic slide. Should the stock close in the red, it would mark a tenth-straight negative session, tying the company's longest streak of daily losses on record, which it notched in 1997. The nine-day slide reached Friday is the worst streak since 2006. Amazon shares have lost roughly 18% of their value since Feb. 2, axing about $450 billion in market valuation as investors question the merits of its artificial intelligence spending plans. The selling frenzy around Amazon is tied to the company's fourth-quarter earnings report released earlier this month. Stock Chart Icon Stock chart icon Amazon one-day stock chart. Amazon said it expects to spend $200 billion in capital expenditures this year, a nearly 60% increase from last year and more than $50 billion above Wall Street's forecast. Most of the spending is expected to go to AI-related initiatives, which require more infrastructure such as data centers, chips and networking equipment. Investors have grown increasingly concerned about tech companies' hefty AI investments and their potential to shrink or erase free cash flows . Alphabet , Microsoft , Meta and Amazon's capital expenditures could hit $700 billion this year as the companies race to build out more infrastructure. Alphabet stock slid more than 1% on Tuesday, while Microsoft and Meta shares were down less than a percent. Shares of Microsoft and Alphabet are both headed for their fifth straight negative session. Read more CNBC tech news Snap to launch creator subscriptions in push to diversify revenue Alibaba unveils Qwen3.5 as China's chatbot race shifts to AI agents ByteDance says it will add safeguards to Seedance 2.0 following Hollywood backlash Anthropic got an 11% user boost from it...
Nvidia shares have gone nowhere this year, but a Cantor Fitzgerald analyst sees next Wednesday’s earnings report as the first of a few notable catalysts.
Nvidia shares have gone nowhere this year, but a Cantor Fitzgerald analyst sees next Wednesday’s earnings report as the first of a few notable catalysts.
shaunl/E+ via Getty Images Investment Thesis I’ve been covering tanker companies for a while now, and one of the more interesting ones I find is Hafnia Limited ( HAFN ), which also happens to be in my current income portfolio. I say it’s interesting not just because of the high yield but also because of the business model. A large amount of revenue is from “pools” of external ships. This creates c...
shaunl/E+ via Getty Images Investment Thesis I’ve been covering tanker companies for a while now, and one of the more interesting ones I find is Hafnia Limited ( HAFN ), which also happens to be in my current income portfolio. I say it’s interesting not just because of the high yield but also because of the business model. A large amount of revenue is from “pools” of external ships. This creates capital-light and high-grossing income for the business. This trickles down to support a very high dividend yield, which also looks highly sustainable at this point. Most coverage on the stock has been bullish, but I’ll go beyond that and say it’s a Strong Buy right now. The yield is very attractive at 8.74%, and with a high-quality fleet, not just owned, but the entire fleet makes HAFN a great opportunity in the market right now. Company Analysis As mentioned earlier, HAFN is a different tanker company because it works with “commercial pools” where competitors or peers would allow HAFN to manage the ships by putting them beside its own ships. This creates small “armies” of fleets and gives a tremendous amount of bargaining power to HAFN. The thing is that HAFN does not work with raw product transportation, but rather with refined products . It goes from refinery to end customer instead of from the oil field to the refinery. But it doesn’t just transport gasoline, diesel, or jet fuel, but is also one of the largest chemical transport companies as well. Think vegetable oils, acids, or ethanol. One of the main things I look at for any shipping company is the fleet composition and the fleet age. The global average is 13.7 years right now (for tankers). HAFN reports their average age is 10.5 years . creating a “two-tier market”: modern, compliant vessels enjoy higher charter rates, while older, non-compliant ships face operational restrictions or early scrapping. The reason why this is highly relevant is that in a lot of cases, younger ships can charge slightly higher day rates,...
Earnings Call Insights: Genuine Parts Company (GPC) Q4 2025 Management View Will Stengel, Chair-Elect and CEO, announced the intent to separate GPC into two independent, publicly traded companies: "Our Automotive businesses will continue to be the largest global automotive aftermarket replacement parts and solutions provider in the world, and our Global Industrial businesses will create a stand-al...
Earnings Call Insights: Genuine Parts Company (GPC) Q4 2025 Management View Will Stengel, Chair-Elect and CEO, announced the intent to separate GPC into two independent, publicly traded companies: "Our Automotive businesses will continue to be the largest global automotive aftermarket replacement parts and solutions provider in the world, and our Global Industrial businesses will create a stand-alone best-in-class industrial solutions platform." He stated the separation is planned for completion in the first quarter of 2027 and explained, "This new business structure will enable each to capture the opportunities most effectively." Stengel highlighted 2025 achievements including GPC sales of $24.3 billion, an increase of over $800 million or 3.5% compared to 2024, and gross margin expansion for the third consecutive year. He noted a global restructuring benefit of approximately $175 million in 2025, above prior expectations. The company returned over $560 million to shareholders in dividends, with a 3.2% increase marking the 70th consecutive annual dividend increase. Stengel addressed a change in business segment reporting, now dividing Global Automotive into North America Automotive, International Automotive, and Industrial, "to provide increased transparency and better align with how we manage the business." Herbert Nappier, EVP & CFO, stated, "We closed 2025 with fourth quarter sales growth of 4% and adjusted gross margin expansion of 70 basis points." He reported fourth quarter adjusted earnings of $1.55 per share, noting these were below prior year due to headwinds from depreciation, interest expense, and lost pension income, and detailed onetime pretax costs of $1.1 billion in the quarter, including a $742 million noncash settlement charge for pension plan termination and a $150 million charge for expected losses from First Brands Group. Outlook GPC expects diluted earnings per share in 2026 to be in a range of $6.10 to $6.60, and adjusted diluted EPS in the ra...