TORONTO, Feb. 11, 2026 (GLOBE NEWSWIRE) -- European Residential Real Estate Investment Trust ("ERES" or the "REIT") (TSX: ERE.UN) announced today its results for the three months and year ended December 31, 2025. ERES’s audited consolidated annual financial statements and management's discussion and analysis ("MD&A") for the year ended December 31, 2025 can be found at www.eresreit.com or under ERES's profile at SEDAR+ at www.sedarplus.ca. SIGNIFICANT EVENTS AND HIGHLIGHTS Strategic Initiatives Update During the year ended December 31, 2025, through a number of transactions, the REIT disposed of a total of 1,980 residential suites in the Netherlands and its Belgian and German commercial properties for total gross proceeds, excluding transaction costs and other customary adjustments, of €489.7 million. In connection with the dispositions closed in 2025, the REIT declared a special distribution to Unitholders of €0.90 per Unit, paid in cash in September 2025. The REIT also announced the cessation of its regular monthly cash distributions effective September 2025. The final regular monthly distribution was declared in August 2025, with payment in September 2025. In addition to the completed dispositions, the REIT has announced that it has entered into agreements to sell four properties consisting of 410 residential suites in the Netherlands for approximately €88.5 million, excluding transaction costs and other customary adjustments. One of the four properties was sold, subsequent to the year ended December 31, 2025, in January 2026, and completion of the remaining announced dispositions is anticipated between March and April 2026, subject to the satisfaction of closing conditions. There can be no assurance that all requirements for closing will be obtained, satisfied or waived. The announced dispositions represent attractive transaction values for the individual assets and support the REIT’s ongoing sale process for its remaining portfolio. The REIT is continuing to wo...

Oracle Corporation Sued for Securities Law Violations - GlobeNewswire

AI stocks are being tested for the first time. Find out which companies could emerge stronger and which ones may never recover. AI Stocks like Nvidia (NVDA +0.86%), Palantir (PLTR 2.66%), and Microsoft (MSFT 2.10%) are undergoing a major reset as investors shift from hype-driven valuations to real execution and profits. This video explains the recent sell-off, what matters next, and how long-term investors should think about AI from here. Stock prices used were the market prices of Feb. 6, 2026. The video was published on Feb. 10, 2026.

NYU Prof: Trump's Whole Milk Push Is 'Dog Whistle To Far-Right' Authored by Matt Lamb via The College Fix, When President Donald Trump signed a law that allowed for the National School Lunch Program to distribute whole milk again, he was actually sending out a signal to neo-Nazis, so says a New York University professor. In January, President Trump celebrated the bipartisan “Whole Milk for Healthy Kids Act of 2025,” which will allow the federally subsidized school lunch program to offer the higher-fat content dairy once against. President Obama removed the option in 2010 over fears it was contributing to childhood obesity. The legislation passed by a voice vote in the U.S. House and unanimously in the U.S. Senate, according to Roll Call . While many would see this as a triumph of partisan gridlock, Professor Arthur Caplan sees something much darker. “As a student of and writer on the history of science and public health under fascist regimes, I am suspicious,” he said. “Milk drinking is political. Drinking whole white milk has played a big role in racist and far-right thinking.” Here we go. “Fascists have used the beverage as a rallying cry for white supremacy since the days of Il Duce’s (Benito Mussolini’s) public health campaigns in Italy,” Caplan wrote in The American Journal of Bioethics. “The Nazis were enamored of whole milk as well…In America, drinking whole milk has for years been a part of alt-right, white nationalist messaging in tweets, memes, and videos .” “Alt-right?” 2018 called, it wants its boogeyman back. (Also, whenever Caplan accuses someone else of being authoritarian, remember he supported barring individuals from flying on planes and eating in restaurants unless they showed their vaccine papers ). Caplan cited examples, now nearly a decade old, and from the anti-Trump website The Conversation , to justify his argument. Instead of saying “for years,” Caplan should have said, “for a year.” He concluded: Racism and eugenics, sadly, may be playing ...

AST SpaceMobile ( ASTS ) intends to offer $1B of convertible senior notes due April 15, 2036, with an option for purchasers to buy up to an additional $150M. The 2036 notes will be senior unsecured, pay semiannual interest, and be convertible into cash, Class A shares, or a combination at the company’s election. Proceeds will support spectrum deployment, AI-related commercial initiatives, U.S. government space investments, debt reduction, and expansion of SpaceMobile services. Separately, AST plans to repurchase up to $50M of its 4.25% convertible notes due 2032 and up to $250M of its 2.375% convertible notes due 2032. The company intends to fund the repurchases using proceeds from separate registered direct equity offerings to participating noteholders, along with cash on hand. ASTS shares down 8% post-market. More on AST SpaceMobile AST SpaceMobile: Priced For Perfection AST SpaceMobile: The Story Is Exploding, But Don't Chase The Breakout Yet AST SpaceMobile's Reality Check Top performing communication services stocks in the past month AST SpaceMobile schedules late February for BlueBird 7 launch

In this article CSCO Follow your favorite stocks CREATE FREE ACCOUNT Cisco CEO Chuck Robbins appears at the World Economic Forum in Davos, Switzerland, on Jan. 21, 2026. Krisztian Bocsi | Bloomberg | Getty Images Cisco reported better-than-expected quarterly results on Wednesday, but the stock dropped about 7% in extended trading as earnings guidance for the current period only met estimates. Here's how the company did in comparison with LSEG consensus: Earnings per share: $1.04 adjusted vs. $1.02 expected Revenue: $15.35 billion vs. $15.12 billion expected Cisco's revenue grew about 10% from $14 billion a year earlier, according to a statement . Net income increased to $3.18 billion, or 80 cents per share, from $2.43 billion, or 61 cents per share, in the same quarter a year ago. The adjusted figure excludes stock-based compensation costs. For the current period, Cisco expects $1.02 to $1.04 in adjusted earnings per share and $15.4 billion to $15.6 billion in revenue. Analysts polled by LSEG were looking for $1.03 per share and $15.18 billion in revenue. Investors have been looking for Cisco to play a more central role in the artificial intelligence boom, which has lifted chipmakers and providers of other data center technologies. Cisco is seeing some growth acceleration, reporting $2.1 billion in AI infrastructure orders from hyperscalers during the quarter. Cisco's core networking revenue increased 21% from a year earlier to $8.3 billion. Analysts polled by StreetAccount were looking for $7.9 billion. During the quarter, Cisco said it would provide products for an AI infrastructure project in Saudi Arabia alongside Advanced Micro Devices . Cisco also announced the launch of a networking switch that contains an Nvidia chip. For the 2026 fiscal year, Cisco is targeting $4.13 to $4.17 in adjusted earnings per share and $61.2 billion to $61.7 billion in revenue, which implies 8.5% growth. The LSEG consensus showed earnings of $4.12 per share, with $60.74 billion in r...

Rufaro Chiriseri, UK and Europe Fixed Income Head for RBC Wealth Management, says bond markets will continue to trade in a range until there is better clarity from data. She speaks to Bloomberg's Lizzy Burden on 'Daybreak Europe.' (Source: Bloomberg)

Portillo's ( PTLO ) on Wednesday announced the appointment of Brett Patterson as President and Chief Executive Officer, effective Monday, February 23, 2026. Patterson will also join the company’s Board of Directors. Source: Press Release More on Portillo’s Portillo's: Fortunes Are Fading With Declining Comps And Waning Margins (Downgrade) Portillo's: Too Many Risks And Revenue Expectations Already Priced In Seeking Alpha’s Quant Rating on Portillo’s Historical earnings data for Portillo’s

Motorola Solutions forecasts annual sales and profit above estimates Reuters

Micron rallied after analysts pointed to sold-out high-bandwidth memory supply and rising AI-driven margins, reinforcing the chipmaker’s expanding role in data center infrastructure. Expand NASDAQ : MU Micron Technology Today's Change ( 10.04 %) $ 37.48 Current Price $ 410.73 Key Data Points Market Cap $420B Day's Range $ 386.73 - $ 414.15 52wk Range $ 61.54 - $ 455.50 Volume 2.1M Avg Vol 32M Gross Margin 45.53 % Dividend Yield 0.12 % Micron Technology (MU +10.04%), a memory and storage chip maker, closed Wednesday at $410.34, up 9.94%. The stock jumped after bullish analyst commentary on high‑bandwidth memory demand, an upgraded Street‑high price target, and strong recent results. Investors are watching Micron’s fiscal 2026 HBM ramp and AI‑driven earnings power. The company’s trading volume reached 47.4 million shares, which is 47% above compared with its three-month average of 32.2 million shares. Micron Technology went public in 1984 and has grown 29002% since its IPO. How the markets moved today The S&P 500 (SNPINDEX: ^GSPC) slipped 0.03% to 6,941, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 0.16% to 23,066. Among semiconductors, Western Digital (WDC +4.26%) closed at $273.74 (+4.26%) and Seagate Technology Plc (STX +2.84%) finished at $407.25 (+2.78%), as investors continue to favor storage names tied to AI infrastructure demand. What this means for investors Micron Technology shares climbed on Wednesday after bullish commentary on high-bandwidth memory demand reinforced the company’s role in AI infrastructure. Recent coverage noted that Micron has already sold out its fiscal 2026 HBM supply and expects the HBM market to expand from roughly $35 billion in 2025 to as much as $100 billion by 2028. That outlook strengthened the case for multi-year revenue visibility tied to AI server deployments. The move was boosted by an analyst upgrade that set a Street-high $600 price target, following strong fiscal first-quarter results marked by rising revenue and e...

OpenAI has disbanded a team that focused on — as the company itself described — ensuring that its AI systems are “safe, trustworthy, and consistently aligned with human values.” At the same time, the team’s former leader has been given a new role as the company’s “chief futurist.” OpenAI confirmed to TechCrunch that the team’s members have now been assigned to other roles. The news was first reported by Platformer. The disbanded team in question, which appears to have been formed in September of 2024, was the startup’s internal unit dedicated to working on alignment. That’s a broad field of interest within the industry that seeks to ensure that AI acts in accordance with human interests. “We want these systems to consistently follow human intent in complex, real-world scenarios and adversarial conditions, avoid catastrophic behavior, and remain controllable, auditable, and aligned with human values,” a post from OpenAI’s Alignment Research blog declares. An OpenAI job posting for the Alignment team describes it as being dedicated to AI research that focuses on “developing methodologies that enable AI to robustly follow human intent across a wide range of scenarios, including those that are adversarial or high-stakes.” In a blog post published Wednesday, Josh Achiam, the former head of OpenAI’s Alignment team, explained his new role as the company’s Chief Futurist. “My goal is to support OpenAI’s mission — to ensure that artificial general intelligence benefits all of humanity — by studying how the world will change in response to AI, AGI, and beyond,” Achiam wrote. Achiam noted that, in his new role, he would be collaborating with Jason Pruet, a physicist from OpenAI’s technical staff. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the indus...

格隆汇2月12日｜美联储哈玛克：黄金和金属价格上涨可能与通胀有关。

Anterix press release ( ATEX ): Q3 GAAP EPS of -$0.35 beats by $0.20 . Revenue of $1.57M (flat Y/Y) beats by $0.1M . More on Anterix Seeking Alpha’s Quant Rating on Anterix Historical earnings data for Anterix Financial information for Anterix

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 特朗普与内塔尼亚胡会晤 表示更倾向与伊朗达成协议 2、 美国非农意外录得逾一年最大增数 交易员将联储恢复降息预期押后至7月 3 、 边问边买 谷歌将AI购物功能嵌入搜索与Gemini 4 、 苹果公司推出新版Siri的计划再遇阻 多项备受期待的功能或推迟发布 5、 道明证券将美联储下次预期降息时间从3月推迟至6月 料年内有三次行动 6、 美最高法院裁决之际，关税收入飙升超 300% 特朗普与内塔尼亚胡会晤 表示更倾向与伊朗达成协议 美国总统唐纳德·特朗普表示，他告诉以色列总理本杰明·内塔尼亚胡，自己打算继续推进与伊朗的会谈，并且尽管这位到访领导人有所保留，他仍倾向于与伊朗达成协议。 特朗普在周三与内塔尼亚胡会面后，在社交媒体发文称，两人进行了“一次非常好的会谈”，而且“我们两国之间的深厚关系仍在延续”。 “除我坚持与伊朗的谈判继续进行、看看是否能够促成一项协议之外，没有达成任何确定性的结果，” 这位美国总统接着写道，“如果可以，我已经让总理知道，那将是我的优先选择。如果不行，我们就只能看看结果会是什么。” 美国非农意外录得逾一年最大增数 交易员将联储恢复降息预期押后至7月 美国1月非农就业人数增幅创一年多来最大，失业率意外下降，表明劳动力市场在2026年初继续趋于稳定。 劳工统计局周三公布的数据显示，雇主上个月增聘13万人，失业率也下降至4.3%。与此同时，上一年数据的修正表明当时招聘大幅放缓。去年月均新增就业者仅1.5万人，远低于最初公布的4.9万。 报告显示，在经历了失业率上升和招聘人数锐减的一年后，劳动力市场正在逐步恢复稳定。尽管经济学家普遍认为劳动力市场在2026年将继续不振，但随着总统唐纳德·特朗普经济政策的影响趋于明朗再加上借贷成本降低，一些雇主可能会增加员工人数。 最新的数据料强化美联储官员暂时维持利率不变的倾向。很多交易员迅速行动起来，将对恢复降息时点的预估从6月推迟到了7月。 边问边买 谷歌将AI购物功能嵌入搜索与Gemini 谷歌 正在新增一种功能，让消费者在搜索引擎和其Gemini聊天 机器人 中获取人工智能驱动的答案时，可以直接购买商品。这是其整体计划的一部分，旨在更直接地从用户使用人工智能的过程中实现变现。 该公司在周三致广告圈的信函中表示，其谷歌搜索的AI模式正在测试新型广告格式，允...

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On a night when James Milner made history, equalling his former teammate Gareth Barry’s Premier League appearance record, his former club, Aston Villa, created more unwanted headlines for Fabian Hürzeler. A Tyrone Mings header, deflected in by Jack Hinshelwood with four minutes of normal time to play, on the defender’s 200th Villa appearance, was sufficient to down Brighton and extend their miserable run. It said everything about a poor Villa display that Unai Emery was unmoved by the goal. Brighton had looked most likely to score, Ferdi Kadioglu cracking an effort against the crossbar and Milner going close late on. For Hürzeler, the 32-year-old German feeling the heat, it is now one win in their past 13 league matches. Both teams came into this game in need of a lift, though Brighton’s need was perhaps more pressing. Defeat at home to rivals Crystal Palace last time out only augmented the argument against Hürzeler, with some Brighton supporters singing against their head coach. Thomas Frank’s departure from Tottenham further served to remind the fragility of the modern-day manager. For so long Brighton have appeared almost foolproof but are the ­German’s days numbered? Hürzeler seemed happy to make big decisions. Carlos Baleba, booked within a couple of minutes for a lazy challenge on Morgan Rogers, was hooked after 22 minutes, Milner entering in his place to warm applause from all sides of the stadium. This was Milner’s 653rd top-flight appearance, matching the record held by Barry. Presumably, Hürzeler felt keeping Baleba on was not a gamble worth taking, at least not in the current predicament. The midfielder trudged into the away dugout, dragging his blue-and-white striped shirt over his face as he took his seat. View image in fullscreen James Milner received a warm welcome from the entire ground after he made his record-equalling appearance. Photograph: Nigel French/APL Some of the crowd may have wished they followed suit. Hürzeler did cover his eyes when Joe...

Earnings Call Insights: Douglas Emmett, Inc. (DEI) Q4 2025 Management View CEO Jordan Kaplan reported “good new office demand and very high retention,” noting “100,000 square feet of net positive office absorption while maintaining modest concessions and stable market rents.” Kaplan also highlighted multifamily strength: “our strong demand and increasing rents again led to full occupancy and an increase in same-property cash NOI of almost 5% compared to the prior year.” He detailed progress on capital market objectives, including the acquisition of 10900 Wilshire and the start of construction at The Landmark Residences, a 712-unit redevelopment in Brentwood. Kaplan stated the company “successfully executed almost $2 billion in debt transactions at competitive rates, both extending our maturity profile and further fortifying our balance sheet.” Strategic priorities for 2026 include “office leasing, including re-tenanting Studio Plaza,” continued refinancing, construction focus at The Landmark Residences and 10900 Wilshire, and planning additional residential development sites on the Westside. Kaplan added, “We believe we can make more very high-quality office acquisitions in our markets, where current valuations offers significant discount to long-term values.” CIO Kevin Crummy shared updates on the development portfolio, stating, “At 10900 Wilshire and Westwood, we expect to commence construction in 2026 to convert the existing office tower into 200 apartments and to develop an additional 123 units, in a new building at the site.” Crummy also described the refinancing of a consolidated JV loan and securing a construction loan for The Landmark Residences, “effectively fix[ing] the interest rate at 5.8% per annum on 75% of the increasing estimated balance outstanding under this loan.” CFO Peter Seymour reported, “Compared to the fourth quarter of 2024, revenue increased 1.8% to $249 million, reflecting increases in both office and multifamily revenues. FFO decreased t...

Earnings Call Insights: The Chefs' Warehouse, Inc. (CHEF) Q4 2025 Management View Christopher Pappas, Founder, Chairman, CEO & President, stated that “business activity and demand remained consistently strong through the fourth quarter amidst a healthy environment for our core upscale casual to higher-end dining customer base.” He highlighted continued market share growth, strong organic volume growth, unique item placements, and new customer acquisition. Pappas explained that the company eliminated two noncore programs in Texas, which impacted reported metrics but represented only about 1% of full-year revenue. He emphasized that adjusted metrics are provided to present “more representative year-over-year price inflation and volume changes.” Key operational highlights included organic net sales growth of 9.7%, organic specialty sales up 6.4%, unique customers growing 1.2% year-over-year (3.5% excluding Texas attrition), and ongoing improvement in gross profit per route and EBITDA per employee. Pappas noted the acquisition of Italco Specialty Foods in Colorado, continued regional expansion, and facility consolidation, as well as strengthening the balance sheet with net debt to adjusted EBITDA approaching 2x leverage and a share buyback program. James Leddy, CFO & Assistant Secretary, stated, “Our net sales for the quarter ended December 26, 2025, increased approximately 10.5% to $1.143 billion from $1.034 billion in the fourth quarter of 2024.” Leddy added, “Gross profit increased 10.2% to $276.6 million for the fourth quarter of 2025 versus $251 million for the fourth quarter of 2024.” Outlook Leddy provided financial guidance for 2026, stating, “We estimate that net sales for the full year of 2026 will be in the range of $4.35 billion to $4.45 billion, gross profit to be between $1.053 billion and $1.076 billion and adjusted EBITDA to be between $276 million and $286 million.” He noted that the convertible notes maturing in 2028 are expected to be dilutive, with a...

Tariffs are taking a toll on the toymaker's profits. Shares of Mattel (MAT 24.98%) plunged on Wednesday after the toy manufacturer's fourth-quarter earnings fell short of investors' expectations. By the close of trading, Mattel's stock price was down 25%. Declining margins Mattel's net sales rose 7% year over year to $1.8 billion. The gains were driven by growth in the company's Hot Wheels and action figure categories. However, higher tariff-related costs dented Mattel's profitability. The toy seller found it challenging to pass on those costs to cash-strapped consumers via price hikes. Worse still, the uncertainty surrounding the implementation and timing of tariffs disrupted Mattel's ordering processes. That made proper inventory management more difficult, which ultimately forced Mattel to offer discounts to clear excess inventory. These factors drove a 4.8 percentage point decline in Mattel's gross margin to 45.9%. Expand NASDAQ : MAT Mattel Today's Change ( -24.98 %) $ -5.26 Current Price $ 15.80 Key Data Points Market Cap $6.5B Day's Range $ 15.05 - $ 16.46 52wk Range $ 13.95 - $ 22.48 Volume 40M Avg Vol 3.6M Gross Margin 49.82 % All told, Mattel's net income decreased by $35 million to $106 million. Moreover, the company's adjusted earnings per share of $0.39 came in well below Wall Street's estimates. Analysts had expected per-share profits of $0.55. A concerning forecast Looking ahead, Mattel expects sales growth of 3% to 6% in 2026. Yet management warned that the company's adjusted earnings per share could fall as much as 16%. "We are making strategic investments that will impact the bottom line this year but are intended to accelerate growth in top and bottom lines in 2027 and beyond," CEO Ynon Kreiz said.

The Notes will only be offered and sold to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act by means of a private offering memorandum. Neither the Notes nor the shares of AST SpaceMobile’s Class A common stock potentially issuable upon conversion of the Notes, if any, have been, or will be, registered under the Securities Act or the securities laws of any other jurisdiction, and unless so registered, may not be offered or sold in the United States, except pursuant to an applicable exemption from, or in a transaction not subject to, such registration requirements. AST SpaceMobile intends to use the net proceeds from the Notes Offering for general corporate purposes, including without limitation, accelerating the deployment of our controlled spectrum bands on a global basis, monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence, enhancing investment in government space opportunities in the U.S., reducing higher interest debt, and pursuing opportunistic investments to accelerate our SpaceMobile Service and capabilities. The Notes will be senior, unsecured obligations of AST SpaceMobile and will accrue interest payable semiannually in arrears. The Notes will mature on April 15, 2036, unless earlier converted or repurchased. The Notes will be convertible into cash, shares of AST SpaceMobile’s Class A common stock, or a combination thereof, at AST SpaceMobile’s election. The interest rate, initial conversion rate, and other terms of the Notes are to be determined upon pricing of the Notes Offering. MIDLAND, Texas, February 11, 2026 --( BUSINESS WIRE )--AST SpaceMobile, Inc. ("AST SpaceMobile") (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced its inte...

In trading on Wednesday, shares of Fox Corp (Symbol: FOXA) crossed below their 200 day moving average of $61.19, changing hands as low as $61.05 per share. Fox Corp shares are currently trading off about 3.6% on the day. The chart below shows the one year performance of FOXA shares, versus its 200 day moving average: Looking at the chart above, FOXA's low point in its 52 week range is $46.42 per share, with $76.39 as the 52 week high point — that compares with a last trade of $61.11. The FOXA DMA information above was sourced from TechnicalAnalysisChannel.com Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Friday, shares of Newmark Group Inc (Symbol: NMRK) crossed below their 200 day moving average of $13.30, changing hands as low as $13.10 per share. Newmark Group Inc shares are currently trading down about 3.2% on the day. The chart below shows the one year performance of NMRK shares, versus its 200 day moving average: Looking at the chart above, NMRK's low point in its 52 week range is $9.44 per share, with $16.10 as the 52 week high point — that compares with a last trade of $13.02. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Seeking Alpha More on AppLovin AppLovin: Why I'm Buying The Dip Despite CloudX Narrative AppLovin's 50% Drop Isn't A Dip - It's A Warning Why I'm Moving To A Sell On AppLovin Following The CloudX Launch (Rating Downgrade) AppLovin dips despite Q4 results, Q1 outlook topping expectations AppLovin Q4 preview: Earnings seen rising 78%; e-commerce, gaming performance in focus

Getty Images One insurance giant that has been on my watchlist for a few years now, ever since I began writing on the Seeking Alpha platform, just had its recent earnings results this week and so deserves follow-up coverage. American International Group, Inc. ( AIG ), or better known as the AIG brand, has beaten estimates now for several quarters in a row. Since my very first article on this stock in July 2023, when I recommended to buy, it is up around +29%. At the time I was motivated by its dividend story and strong financial condition, although in subsequent follow ups I pulled back slightly to a neutral view. This NYC-based insurer falls into the niche of property & casualty (P&C), and it operates through three segments: North America Commercial; International Commercial; and Global Personal. Today's follow-up includes new data and additional angles not considered in my very first coverage, to provide an even more holistic approach this time. Thesis Summary: Hold/Neutral My thesis today actually reaffirms my most recent AIG coverage from last October which recommended a hold, and also agrees with this week's SA quant system rating and the SA analyst consensus, both of which are less bullish than Wall Street. Here is a worksheet summarizing what drove my score: AIG - rating worksheet (author) Today's article argues that despite strong credit ratings, operating margins, and an attractive dividend case, there are considerable macro headwinds in the P&C sector to consider, as well as some weaker competitive metrics vs. key peers, technical charting showing a neutral pattern, and my price forecast implying very little further upside in the near term. Macro & Sector Outlook: Neutral The insurance business is actually easier to understand than it first looked when I was new to this sector. New insurance policies sold this year can drive future income from premiums, driving future upside, and excess cash the insurer invests into a fixed-income portfolio can drive futur...

GFL Environmental press release ( GFL ): Q4 Non-GAAP EPS of C$0.36. Revenue of C$1.69B (+7.6% Y/Y). More on GFL Environmental Inc. GFL Environmental Q4 2025 Earnings Preview GFL Environmental relocates executive headquarters to the U.S. Seeking Alpha’s Quant Rating on GFL Environmental Inc. Historical earnings data for GFL Environmental Inc. Dividend scorecard for GFL Environmental Inc.