Looking across my screens today and one notable area of weakness is metals, of the both the base and precious variety with much of Asia closed for the Lunar New Year holiday. Gold has dipped below $5,000 an ounce and silver is below $75. Meanwhile copper, nickel and zinc are all on the backfoot. Given the holiday, trading is likely to be thin and lacking direction until more traders re-enter the m...
Looking across my screens today and one notable area of weakness is metals, of the both the base and precious variety with much of Asia closed for the Lunar New Year holiday. Gold has dipped below $5,000 an ounce and silver is below $75. Meanwhile copper, nickel and zinc are all on the backfoot. Given the holiday, trading is likely to be thin and lacking direction until more traders re-enter the market. But for now, it looks like a recent rally in the metals complex is cooling following a series of record highs. Elsewhere, Australian miner BHPâs shares jumped after its earnings got a boost from a pivot towards copper production -- keep an eye on UK-listed miners for any readacross later. Photographer: Chris Ratcliffe/Bloomberg
Nastco Bitcoin-focused firm Strategy ( MSTR ) said that it has enough assets to withstand a drop in Bitcoin’s ( BTC-USD ) price to $8,000 while still fully covering its debt obligations. "Strategy can withstand a drawdown in $BTC price to $8K and still have sufficient assets to fully cover our debt," the Michael Saylor-led company said on X . The company, which holds more bitcoin than any other pu...
Nastco Bitcoin-focused firm Strategy ( MSTR ) said that it has enough assets to withstand a drop in Bitcoin’s ( BTC-USD ) price to $8,000 while still fully covering its debt obligations. "Strategy can withstand a drawdown in $BTC price to $8K and still have sufficient assets to fully cover our debt," the Michael Saylor-led company said on X . The company, which holds more bitcoin than any other publicly traded company, has accumulated 714,644 BTC, worth roughly $49.3 billion at current prices, since adopting it as a treasury asset in 2020. Strategy ( MSTR ) shares have, however, fallen nearly 60% over the past year. Strategy More on Bitcoin USD, Strategy Is $60,000 Bitcoin's Tripwire That Could Unleash A Cascade Of Selloffs? This Week's Market Wrap: AI Moving Fast And Breaking Things Not Loving, Or Even Liking, The Evolved Strategy Inc Bitcoin Treasury Strategy (Downgrade) Crypto-linked stocks rise as Bitcoin hovers around $70K Bessent continues to push Congress to pass crypto bill
Gajus/iStock via Getty Images Vallourec ( VLOUF ) has signed a memorandum of understanding (MOU) with Baker Hughes ( BKR ) to enhance hydrogen storage solutions for the green hydrogen market. This partnership aims to foster long-term collaboration to better serve customers in the industrial green hydrogen value chain, including sectors like green ammonia and sustainable fuels. The MOU focuses on i...
Gajus/iStock via Getty Images Vallourec ( VLOUF ) has signed a memorandum of understanding (MOU) with Baker Hughes ( BKR ) to enhance hydrogen storage solutions for the green hydrogen market. This partnership aims to foster long-term collaboration to better serve customers in the industrial green hydrogen value chain, including sectors like green ammonia and sustainable fuels. The MOU focuses on integrating Vallourec’s Delphy storage solution with Baker Hughes’ compression technologies. Key areas of collaboration will include optimizing storage and compression configurations and identifying efficient operating pressures to lower ownership costs and boost competitiveness for customers. Vallourec’s Delphy solution, designed for underground storage of green hydrogen, can hold up to 100 tons, prioritizing high pressure, compact design, and safety. More on Baker Hughes, Vallourec S.A. Baker Hughes Company (BKR) Q4 2025 Earnings Call Transcript Baker Hughes: Valuation Is Full Given Oilfield Service Headwinds (Downgrade) Baker Hughes Company 2025 Q4 - Results - Earnings Call Presentation Baker Hughes explores $1.5B sale of Waygate Technologies unit - Bloomberg Baker Hughes wins 'significant' gas turbine order for Georgia, Texas data center projects
Andrii Yalanskyi/iStock via Getty Images The following segment was excerpted from the Baron Partners Fund Q4 2025 Shareholder Letter. Top Contributors to Performance Top contributors to performance for the quarter Year Acquired Market Cap When Acquired ($B) Quarter End Market Cap ($B) Total Return (%) Contribution to Return (%) Space Exploration Technologies Corp. ( SPACE ) 2017 21.6 800.0 98.58 1...
Andrii Yalanskyi/iStock via Getty Images The following segment was excerpted from the Baron Partners Fund Q4 2025 Shareholder Letter. Top Contributors to Performance Top contributors to performance for the quarter Year Acquired Market Cap When Acquired ($B) Quarter End Market Cap ($B) Total Return (%) Contribution to Return (%) Space Exploration Technologies Corp. ( SPACE ) 2017 21.6 800.0 98.58 19.36 X.AI Holdings Corp. ( X.AI ) 2022 30.0 230.0 106.40 1.08 Hyatt Hotels Corporation ( H ) 2009 4.2 15.2 13.06 0.93 Tesla, Inc. ( TSLA ) 2014 21.9 1,495.7 1.12 0.56 IDEXX Laboratories, Inc. ( IDXX ) 2013 4.7 54.0 5.89 0.52 Click to enlarge Space Exploration Technologies Corp. ( SPACE ) (SpaceX) is a high-profile private company founded by Elon Musk. The company's primary focus is on developing and launching advanced rockets, satellites, and spacecrafts, with the ambitious long-term goal of making life multi-planetary. SpaceX is generating significant value with the rapid expansion of its Starlink broadband service. The company is successfully deploying a vast constellation of Starlink satellites in Earth's orbit, reporting substantial growth in active users, and regularly deploying new and more efficient hardware technology. Furthermore, SpaceX has established itself as a leading launch provider by offering highly reliable and cost-effective launches, leveraging the company's reusable launch technology. SpaceX capabilities extend to strategic services such as human spaceflight missions. Moreover, SpaceX is making tremendous progress on its newest rocket, Starship, which is the largest, most powerful rocket ever flown. This next-generation vehicle represents a significant leap forward in reusability and space exploration capabilities. We value SpaceX using prices of recent financing transactions. X.AI Holdings Corp. ( XAI ) was formed in early 2025 through the merger of X (formerly Twitter) and xAI, an AI company founded by Elon Musk in March 2023 with the mission to "unde...
Good morning . The US and Iran are due to hold talks today. BHP reports bumper copper profits. And Topshop returns to British high streets. Listen to the day’s top stories . The US and Iran are set to hold nuclear talks in Geneva, with Donald Trump saying Tehran wants to make a deal and adding that he will be involved in the negotiations “indirectly.” Iran has been conducting naval exercises in th...
Good morning . The US and Iran are due to hold talks today. BHP reports bumper copper profits. And Topshop returns to British high streets. Listen to the day’s top stories . The US and Iran are set to hold nuclear talks in Geneva, with Donald Trump saying Tehran wants to make a deal and adding that he will be involved in the negotiations “indirectly.” Iran has been conducting naval exercises in the region of a critical shipping corridor, Tasnim news agency reported. US-led talks to end the war in Ukraine are also scheduled in the Swiss city. BHP posted earnings at the upper end of analyst expectations, as a years-long effort to shore up copper production combined with a historic metals rally to offset a lackluster period for its giant iron ore business. Copper, a metal favored for its vital role in a more electrified world, accounted for more than half of the group’s profit for the first time. The miner’s shares climbed to a record in Sydney. BHP's CFO on Bumper Copper Profits, M&A Outlook Watch the Video Elon Musk’s SpaceX and wholly owned subsidiary xAI are competing in a secretive new Pentagon contest to produce voice-controlled, autonomous drone swarming technology , according to people familiar. Musk’s firms are among only a handful that were selected to compete on the $100 million prize challenge launched in January. Some staunch gold bulls are shrugging off the precious metal’s historic correction and holding out for another surge to unheard-of levels. US and European stock futures fell and Asian shares dipped in thin holiday trading. Check out our Markets Today live blog for all the latest news and analysis relevant to UK assets. Germany looks poised to introduce age restrictions on social media in a move likely to increase tensions with Trump. The co-governing Social Democrats threw their weight behind a proposal from Chancellor Friedrich Merz’s conservatives to limit the services for those under the age of 16. Such measures are gaining traction in Europe a...
Bordinthorn Loyrat/iStock via Getty Images The Last Supper (of Software) In a way this year's market movements are quite ironic. Everything has happened in these first (almost) two months. January was terrible, but February was "quietly" even worse. We've repeated ou r "s oftware is eating the world" mantra for the last 15 years as if it were some sort of religious dogma, and w e've built valuatio...
Bordinthorn Loyrat/iStock via Getty Images The Last Supper (of Software) In a way this year's market movements are quite ironic. Everything has happened in these first (almost) two months. January was terrible, but February was "quietly" even worse. We've repeated ou r "s oftware is eating the world" mantra for the last 15 years as if it were some sort of religious dogma, and w e've built valuation cathedrals based on price-to-sales multiples that would have made everyone pale during the tulip bubble. And we've ignored the obviousness of net profit margins while believing that 90 percent gross margins were sacrosanct. We've also rewarded companies that own absolutely nothing (I am prepared to provide you with a minimum of 50 to 100 company names) other than code lines, intellectual property, or promises about the future. On the other hand, we have penalized anyone who had the audacity to dirty their hands by dealing with atoms, factories, warehouses, or raw materials extraction. Now, we stand before the ultimate paradox . The same technology that was supposed to guarantee forever the dominance of digital technology (Generative Artificial Intelligence), is instead, proving to be a digital hourglass that is consuming its own offspring. So, let me stat e cl early: AI isn't eating the physical world; AI is eating software. Retail investors continue to look for their next " To the Moon " lottery ticket, while those commonly referred to as "smart money" have begun a silent but brutal hunt. It is no longer about hunting down the best potential investments; it has become the "hunt for losers". This is the era of the liquidation of the intangible, where the goal is not identifying companies that will grow, but avoiding companies that are going to be lost in the annals of time. Anatomy of the Week Last week was an example of economic balance between two views. On one hand, we saw the labor market reports showing a possible accommodative Fed and therefore possible rate cuts. H...
Murata Manufacturing Co. has launched internal discussions about raising the prices of its cutting-edge multilayer ceramic capacitors, the latest supplier to see opportunity in surging demand for hardware needed in AI data centers. The Kyoto-based company’s high-performance MLCCs are key to controlling large power loads in artificial intelligence servers. Murata is now gauging AI’s “true demand” t...
Murata Manufacturing Co. has launched internal discussions about raising the prices of its cutting-edge multilayer ceramic capacitors, the latest supplier to see opportunity in surging demand for hardware needed in AI data centers. The Kyoto-based company’s high-performance MLCCs are key to controlling large power loads in artificial intelligence servers. Murata is now gauging AI’s “true demand” to decide what if any price changes are realistic, Murata President Norio Nakajima told Bloomberg News in an interview. Shares of Murata closed up 6.9% on the news Tuesday. “I think we’ll be able to make a clearer assessment by the fourth quarter,” Nakajima said, adding that Murata hopes to come to a decision by end of March. The company will need to be cautious, however, given “the impact on the broader market and industry would be significant,” he added. Murata is the world’s largest supplier of MLCCs, tiny yet essential components that regulate power flow in electronic devices from Apple Inc. iPhones to Tesla Inc. cars. Its high-end products are increasingly in demand from hyperscalers now committing hundreds of billions of dollars into infrastructure aimed at making AI more powerful and reliable — a move that’s spurring shortages throughout the tech supply chain from memory to semiconductor substrates. Read more: Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis The company, which was founded in 1944 and is a bellwether for the broader electronics industry, will proceed carefully with any price changes to minimize the impact on sales, Nakajima said, adding that the company’s market share is unlikely to be affected. “We need to be sure about the investment boom’s longevity” and make sure Murata’s own innovation and investment keep it ahead of competitors, he said. Murata holds a more than 40% share of the entire MLCC market and commands as much as 70% of the market for cutting-edge capacitors used for AI servers, according to Bloomberg Intelligence analyst Mas...
AzmanJaka/E+ via Getty Images Dear Baron Partners Fund Shareholder, Baron Partners Fund® (the Fund) appreciated substantially in the quarter. Over the prior three months, the Fund increased in value 19.07% (Institutional Shares), exceeding both its primary benchmark, the Russell Midcap Growth Index (the Index), and the broader Russell 3000 Index (the Market Index). The Index declined 3.70% while t...
AzmanJaka/E+ via Getty Images Dear Baron Partners Fund Shareholder, Baron Partners Fund® (the Fund) appreciated substantially in the quarter. Over the prior three months, the Fund increased in value 19.07% (Institutional Shares), exceeding both its primary benchmark, the Russell Midcap Growth Index (the Index), and the broader Russell 3000 Index (the Market Index). The Index declined 3.70% while the Market Index rose 2.40%. The Fund’s performance also meaningfully exceeded peers in the Morningstar Large Growth Category (the Peer Group), which were up modestly (+0.55%)* for the quarter. As of December 31, 2025, the Morningstar Large Growth Category consisted of 1,080, 936, and 755, share classes for the 1-, 5-, and 10-year periods. Morningstar ranked Baron Partners Fund® in the 7th, 40th, 1st, 1st, and 1st percentiles for the 1-, 5-, 10-, 15-year, and since conversion periods, respectively. The Fund converted into a mutual fund on April 30, 2003, and the category consisted of 666 share classes. Morningstar calculates the Morningstar Large Growth Category Average performance and rankings using its Fractional Weighting methodology. Morningstar rankings are based on total returns and do not include sales charges. Total returns do account for management, administrative, and 12b-1 fees and other costs automatically deducted from fund assets. Annualized performance (%) for period ended December 31, 2025 Fund Retail Shares 1,2,3 Fund Institutional Shares 1,2,3,4 Russell Midcap Growth Index 2 Russell 3000 Index 2 QTD 5 19.00 19.07 (3.70) 2.40 1 Year 24.55 24.86 8.66 17.15 3 Years 33.24 33.59 18.64 22.25 5 Years 12.29 12.58 6.65 13.15 10 Years 24.05 24.37 12.49 14.29 15 Years 19.78 20.09 12.17 13.58 Since Conversion(4/30/2003) 17.71 17.94 11.71 11.37 Since Inception(1/31/1992) 15.79 15.93 10.22 10.68 Click to enlarge Performance listed in the above table is net of annual operating expenses. Annual expense ratio for the Retail Shares as of April 30, 2025 was 2.24% (comprised o...
Tarique Rahman set to take oath and become prime minister after landslide victory prompted by ousting of Sheikh Hasina Bangladesh’s incoming prime minister Tarique Rahman and other politicians were sworn into parliament on Tuesday, becoming the first elected representatives since a deadly 2024 uprising. Rahman is set to take over from an interim government that has led the country of 170 million p...
Tarique Rahman set to take oath and become prime minister after landslide victory prompted by ousting of Sheikh Hasina Bangladesh’s incoming prime minister Tarique Rahman and other politicians were sworn into parliament on Tuesday, becoming the first elected representatives since a deadly 2024 uprising. Rahman is set to take over from an interim government that has led the country of 170 million people for 18 months since the autocratic government of Sheikh Hasina was overthrown. Continue reading...
The post Best TipRanks Alternatives in February 2026 by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. Looking to up your stock game without using TipRanks? We’ve got you covered. Whether you’re in need of a r obust stock screener , a detailed dividend calendar or insights from the best stock analysts, there’s a perfect alternative out there for you,...
The post Best TipRanks Alternatives in February 2026 by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. Looking to up your stock game without using TipRanks? We’ve got you covered. Whether you’re in need of a r obust stock screener , a detailed dividend calendar or insights from the best stock analysts, there’s a perfect alternative out there for you, such as Benzinga Pro , TradingView and Interactive Brokers . Dive into our top picks for the best TipRanks alternatives to supercharge your investing strategy. Quick Look at the Top TipRanks Alternatives: Best for real-time data : BenzingaPro Best for social trading : TradingView Best for comprehensive tools : Interactive Brokers Best for in-depth research : Stock Rover Best for analyst ratings : Zacks Best for visual financial analysis : Simply Wall St Best for commission-free trading : Moomoo Best for investment ideas : Seeking Alpha Table of contents [ Show ] Quick Look at the Top TipRanks Alternatives: 8 Best Alternatives to TipRanks 1. Best for Real-Time Data: BenzingaPro 2. Best for Social Trading: TradingView 3. Best for Comprehensive Tools: Interactive Brokers 4. Best for In-Depth Research: Stock Rover 5. Best for Analyst Ratings: Zacks 6. Best for Visual Financial Analysis: Simply Wall St 7. Best for Commission-Free Trading: Moomoo 8. Best for Investment Ideas: Seeking Alpha What Is TipRanks? Why TipRanks Might Not Be Right for You Choosing the Best TipRanks Alternative Frequently Asked Questions 8 Best Alternatives to TipRanks What platforms are better than TipRanks? Let’s break it down: 1. Best for Real-Time Data: BenzingaPro Best For All Trading Levels Overall Rating get started BenzingaPro offers a robust market analysis platform with real-time news, actionable alerts and detailed stock profiles. It’s designed for traders needing up-to-the-minute information to quickly make informed decisions. Fees: Plans start at $37/month (Basic), with higher tiers like “Str...