jetcityimage/iStock Editorial via Getty Images Shares of Angi ( ANGI ) are deep in red on Wednesday after the home improvement and service platform reported a top-and-bottom line miss for the fourth quarter and painted a cautious picture about its revenue growth in the coming quarters. ANGI stock is down more than 23% by midday on the NASDAQ. The company said it expects network revenue to be flatt...
jetcityimage/iStock Editorial via Getty Images Shares of Angi ( ANGI ) are deep in red on Wednesday after the home improvement and service platform reported a top-and-bottom line miss for the fourth quarter and painted a cautious picture about its revenue growth in the coming quarters. ANGI stock is down more than 23% by midday on the NASDAQ. The company said it expects network revenue to be flattish in the second half of 2026 and anticipates “some overhang” on revenue growth in Q1 and Q2. "In the first quarter, we expect year-over-year revenue change in the range of (1)% to (3)%, and as the comparables get easier toward the back half of the year, we still expect to finally get back to revenue growth for the year overall, led by the proprietary revenue we’ve prioritized for a while," the company said in its shareholder letter. For the full year, adjusted EBITDA was guided in the range of $145M to $150M, and the company forecast $55M in capital expenditures. In Q1, acquired pros fell 27%, and average monthly active pros was down 23%; average monthly churn was -6% vs. -6.5% last year. Revenue per lead fell 2%, primarily driven by delivering additional leads to subscription pros in excess of their contract values, the company said. For the three months ended December 31, Angi swung to a net earnings of $7.2M, vs. a loss of $1.3M for the same period a year ago. On a per-share basis, it earned 17 cents, missing the average analyst expectation of 34 cents. Revenue fell 10% to $240.8M and came below expectations by more than $4M. Revenue by segment: Proprietary $196M (+23% Y/Y); Network $16.7M (-79% Y/Y). More on Angi Angi's Plumbing Is Fixed, Demand Could Come Back Angi: Great Value Amid Business Transition Angi GAAP EPS of $0.17 misses by $0.17, revenue of $240.8M misses by $4.36M Angi Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Angi
When I asked her about the protests, she replied: "There were people protesting who were dissatisfied with the economic situation, and their protest was legitimate." But, she added: "It is clear that those who rioted, and brought about chaos, had intentions which originated from beyond our borders."
When I asked her about the protests, she replied: "There were people protesting who were dissatisfied with the economic situation, and their protest was legitimate." But, she added: "It is clear that those who rioted, and brought about chaos, had intentions which originated from beyond our borders."
Greggory DiSalvo/iStock via Getty Images Introduction WD-40 Company ( WDFC ) has long been viewed as a high-quality compounder. Even as a sub-$1 billion revenue company, it's an asset-light business with a global brand, resilient margins, and a strong balance sheet. Over time, investors have rewarded that consistency with a premium valuation. But in my view, with a softer start to FY'26 and with s...
Greggory DiSalvo/iStock via Getty Images Introduction WD-40 Company ( WDFC ) has long been viewed as a high-quality compounder. Even as a sub-$1 billion revenue company, it's an asset-light business with a global brand, resilient margins, and a strong balance sheet. Over time, investors have rewarded that consistency with a premium valuation. But in my view, with a softer start to FY'26 and with shares trading well north above peers as well as its own historical multiples, the key question investors need to ask is whether the fundamentals justify the price. While the company continues to benefit from premiumization, international expansion, and strong cash generation, it would seem growth is moderating at a time when expectations still remain high. Recent Results WD-40 Company's Q1’26 was a disappointment on both the top and bottom lines. Revenues were just 1% higher compared to last year at $154.4 million in the quarter (missing sell-side expectations by $0.7 million ). On EPS, earnings per share of $1.28 was lower than last year’s $1.39 and came in 17 cents below consensus. Seeking Alpha Digging in by segment, revenue contribution from North America was $71.9 million, a 4% increase compared to last year, as the company saw higher sales of maintenance products thanks to a small price adjustment on WD-40 Multi-Use Product, but that was partially offset by order timing. In Latin America, revenues were 12% higher because of expanded distribution and promotions in Mexico. EIMEA sales, excluding prior divestitures, hit $58.7 million and were up 5% driven by a 27% spike in WD-40 Specialist from new launches and promotions, while APAC sales dipped to $23.9 million, down 10% on the back of inventory adjustments in distributor markets that offset gains in China. Homecare and cleaning products (shown as HCCP in the second chart below), now a smaller part of the portfolio, declined 31% as the company shifts toward higher-margin offerings. Revenue by geography (Company Filings...
Europe has what it takes to build a thriving economy, but it must step efforts to implement reforms and embrace change, according to one of its top policymakers. The continent is neither lacking ideas nor talent, and is one of few regions in the world where democracy and the rule of law remain firmly entrenched, European Central Bank Executive Board Isabel Schnabel said in a speech in Vienna. What...
Europe has what it takes to build a thriving economy, but it must step efforts to implement reforms and embrace change, according to one of its top policymakers. The continent is neither lacking ideas nor talent, and is one of few regions in the world where democracy and the rule of law remain firmly entrenched, European Central Bank Executive Board Isabel Schnabel said in a speech in Vienna. What’s needed is scale — and courage — to strengthen its economy. “Europe is a continent with huge potential,” Schnabel said. “The picture in Europe should be one of optimism — not because the challenges are small, but because Europe has the capacity and the tools to meet them.” She added that “the key is to unlock the full potential of the single market — one of Europe’s most powerful assets.” Schnabel’s remarks build on an opinion piece published in the Financial Times earlier on Wednesday, in which she argued that the often-used description of Europe as a “continent in decline” is misleading. In fact, “by many measures, Europe is among the regions with the highest quality of life,” she wrote. Still, its economy has been struggling to cope with shifting geopolitical tides that brought trade levies, supply snarls and energy woes. Weak manufacturing is still holding back growth, with hope resting on defense and infrastructure spending to fuel demand. European Union leaders are meeting on Thursday to discuss strategies to gain economic weight and become more independent from the US and China. In the run-up, ECB officials including President Christine Lagarde have leaned on them to be bold in raising competitiveness. Last week, the ECB demanded “urgent collective action” and outlined five key measures in a checklist sent to heads of state. They included a savings and investment union, a digital euro, a deepening of the single market, policies to foster innovation, and simpler legislation. Schnabel argued that Europe must reduce regulatory hurdles and highlighted proposals for a s...
England's batters were spun out in Mumbai as Harry Brook's side were beaten by 30 runs by West Indies in their second match at the T20 World Cup. England made a flying start in pursuit of 197 but fell from 74-1 to 166 all out, with six wickets in succession taken by the Windies' spinners through the middle overs. Gudakesh Motie conjured a spell of 3-33, dismissing Jacob Bethell for 33, Tom Banton ...
England's batters were spun out in Mumbai as Harry Brook's side were beaten by 30 runs by West Indies in their second match at the T20 World Cup. England made a flying start in pursuit of 197 but fell from 74-1 to 166 all out, with six wickets in succession taken by the Windies' spinners through the middle overs. Gudakesh Motie conjured a spell of 3-33, dismissing Jacob Bethell for 33, Tom Banton for two and Brook for 17, while part-timer Roston Chase chipped in with the wickets of Jos Buttler and Will Jacks. Sam Curran held firm for 43 not out but ran out of partners when Adil Rashid holed out at the end of the penultimate over. England earlier leaked runs - Jofra Archer's one wicket cost 48 runs and Curran's 36 runs in three - to allow West Indies to post 196-6. Sherfane Rutherford was the main beneficiary, scoring 74 from 42 deliveries, while also being dropped on 23 and 56. There were contributions of 34 from Chase and 33 in 17 balls by Jason Holder as well. The defeat is not terminal for England's hopes - victories against Scotland on Saturday and Italy on Monday in Kolkata would likely send them through to the Super 8s - but it leaves them little room for manoeuvre. More to follow.
The best methods we currently have for detecting and labelling deepfakes online are about to get a stress test. India announced mandates on Tuesday that require social media platforms to remove illegal AI-generated materials much faster, and ensure that all synthetic content is clearly labeled. Tech companies have said for years that they wanted to achieve this on their own, and now they have mere...
The best methods we currently have for detecting and labelling deepfakes online are about to get a stress test. India announced mandates on Tuesday that require social media platforms to remove illegal AI-generated materials much faster, and ensure that all synthetic content is clearly labeled. Tech companies have said for years that they wanted to achieve this on their own, and now they have mere days before they’re legally obligated to implement it. The rules take effect on February 20th. India has 1 billion internet users who skew young, making it one of the most critical growth markets for social platforms. So, any obligations there could impact deepfake moderation efforts across the world — either by advancing detection to the point where it actually works, or forcing tech companies to acknowledge that new solutions are needed. Under India’s amended Information Technology Rules, digital platforms will be required to deploy “reasonable and appropriate technical measures” to prevent their users from making or sharing illegal synthetically-generated audio and visual content, aka, deepfakes. Any such generative AI content that isn’t blocked must be embedded with “permanent metadata or other appropriate technical provenance mechanisms.” Specific obligations are also called out for social media platforms, such as requiring users to disclose AI-generated or edited materials, deploying tools that verify those disclosures, and prominently labeling AI content in a way that allows people to immediately identify that it’s synthetic, such as adding verbal disclosures to AI audio. That’s easier said than done, given how woefully underdeveloped AI detection and labelling systems currently are. C2PA (also known as content credentials) is one of the best systems we currently have for both, and works by attaching detailed metadata to images, videos, and audio at the point of creation or editing, to invisibly describe how it was made or altered. But here’s the thing: Meta, Google...
The share of private equity-backed companies that deferred cash interest payments ticked higher for a third consecutive quarter, pointing to growing signs of stress, according to Lincoln International . Data from the valuation firm show that 11% of fourth-quarter borrowers paid interest in-kind, which is when creditors are given more debt in lieu of cash. More than 58% of those loans featured so-c...
The share of private equity-backed companies that deferred cash interest payments ticked higher for a third consecutive quarter, pointing to growing signs of stress, according to Lincoln International . Data from the valuation firm show that 11% of fourth-quarter borrowers paid interest in-kind, which is when creditors are given more debt in lieu of cash. More than 58% of those loans featured so-called “bad PIK,” meaning that borrowers opted to delay interest payments during the life of the loan versus when the debt was originated. While private lenders typically avoid offering flexible covenants like PIK, allowing for it in an initial agreement can help them win deals in a highly competitive credit market. An unforeseen decision to start paying in-kind can often signal mounting strain , such as a cash crunch. But sometimes, borrowers will see a sudden opportunity to spend capital and bad PIK can be used as a strategic measure. Bad PIK was in 6.4% of private loans last quarter, up from 6.1% in the three months prior and substantially higher than the 2.5% ratio recorded in the last three months of 2021, when Lincoln began tracking the data. The firm is among the largest providers of third-party loan valuations in the private credit industry, and analyzed more than 7,000 companies during the fourth quarter. “There’s been a lot of debate about our PIK analysis, but it all comes down to loan-to-value,” said Ron Kahn , global co-head of valuations and opinions at Lincoln. “Companies we flagged as having bad PIK went from roughly 40/60 debt-to-equity, which is reasonable, to about 76% debt today — that’s a sign of stress.” Issuing bad PIK adds to a company’s debt pile without increasing its value. When a loan-to-value ratio rises, a lender’s downside protection erodes. The average loan-to-value ratio for deals with bad PIK has been above 75% since the fourth quarter of 2024, according to Lincoln, compared to 47% in the same period in 2021. Amid a broader market selloff in...
Employment at US factories increased for the first time since late 2024, a nascent sign that American manufacturing may be starting to emerge from years of malaise. Manufacturers’ payrolls unexpectedly rose by 5,000 in January, fueled entirely by a pickup in employment at producers of durable goods and equipment, Bureau of Labor Statistics data showed Wednesday. When combined with a solid advance ...
Employment at US factories increased for the first time since late 2024, a nascent sign that American manufacturing may be starting to emerge from years of malaise. Manufacturers’ payrolls unexpectedly rose by 5,000 in January, fueled entirely by a pickup in employment at producers of durable goods and equipment, Bureau of Labor Statistics data showed Wednesday. When combined with a solid advance in the construction industry, the gain helped drive up total payrolls among goods producers by 36,000 — the most since mid-2023. Sustained factory employment gains would be a reassuring sign for the manufacturing outlook against a backdrop of robust economic activity and diminishing trade policy uncertainty. In a statement titled “This Is The Trump Economy,” the White House highlighted manufacturing data as a sign that President Donald Trump ’s industrial policies are starting to bear fruit for a renaissance in the sector. Read More: US Adds 130,000 Jobs and Unemployment Falls After Tepid 2025 Details in the jobs report showed a number of industries that the president is counting on to strengthen the industrial base showed a modest pickup in hiring to start the year. Transportation equipment producers accounted for more than half of the 9,000 increase in durable-goods manufacturing payrolls, while manufacturers of nonmetallic minerals , primary metals , machinery and computers and peripheral equipment also took on more workers. Payrolls at makers of magnetic and optical media equipment, which include computer disc drives, rose the most in nearly four years. Beyond manufacturing, investment in data centers may help explain the strongest job growth at nonresidential specialty trade contractors since 2021. Read More: Regional Fed Surveys Show Cautious Optimism About Job Market Recent survey data indicated manufacturing activity firmed at the start of the year. Figures from the Institute for Supply Management earlier last week showed the strongest expansion since 2022, suggesti...
The dollar index (DXY00) recovered from a 1.5-week low today and is up by +0.16%. The dollar is rallying on today's better-than-expected US Jan payroll report, which pushed T-note yields higher and dampened speculation of additional Fed interest rate cuts. The chance of a Fed rate cut at next month's FOMC meeting fell to 6% from 23% before the release of today's monthly payroll report. Hawkish com...
The dollar index (DXY00) recovered from a 1.5-week low today and is up by +0.16%. The dollar is rallying on today's better-than-expected US Jan payroll report, which pushed T-note yields higher and dampened speculation of additional Fed interest rate cuts. The chance of a Fed rate cut at next month's FOMC meeting fell to 6% from 23% before the release of today's monthly payroll report. Hawkish comments today from Kansas City Fed President Jeff Schmid also supported the dollar when he said the Fed should hold rates at a "somewhat restrictive" level. US MBA mortgage applications fell -0.3% in the week ended February 6, with the purchase mortgage sub-index down -2.4% and the refinancing mortgage sub-index up +1.2%. The average 30-year fixed mortgage rate was unchanged from the prior week at 6.21%. Join 200K+ Subscribers: US Jan nonfarm payrolls rose +130,000, stronger than expectations of +65,000 and the most in 13 months. The Jan unemployment rate unexpectedly fell -0.1 to 4.3%, showing a stronger labor market than expectations of no change at 4.4%. US Jan average hourly earnings rose +3.7% y/y, right on expectations. The annual benchmark revision to 2025 US payrolls subtracted -862,000 jobs, a larger revision than the -825,000 expected. Kansas City Fed President Jeff Schmid said, "In my view, further rate cuts risk allowing high inflation to persist even longer," so the Fed should hold rates at a "somewhat restrictive" level. The dollar sank to a 4-year low late last month when President Trump said he's comfortable with the recent weakness in the dollar. Also, the dollar remains under pressure as foreign investors pull capital from the US amid a growing budget deficit, fiscal profligacy, and widening political polarization. Swaps markets are discounting the odds at 6% for a -25 bp rate cut at the next policy meeting on March 17-18. The dollar continues to see underlying weakness as the FOMC is expected to cut interest rates by about -50 bp in 2026, while the BOJ is e...
The stocks listed here are already part of the trillion-dollar club, but they can still rise much higher in the future. There are plenty of artificial intelligence (AI) stocks you can invest in right now. Tech companies are spending heavily on AI technologies in an effort to benefit from the latest trends in the industry. But it can be risky to invest in just any AI stocks, as not all of them will...
The stocks listed here are already part of the trillion-dollar club, but they can still rise much higher in the future. There are plenty of artificial intelligence (AI) stocks you can invest in right now. Tech companies are spending heavily on AI technologies in an effort to benefit from the latest trends in the industry. But it can be risky to invest in just any AI stocks, as not all of them will prove to be good buys. If you've got $5,000 that you can invest in the stock market today, two of the best AI stocks you can buy without hesitation right now are Alphabet (GOOG 1.81%)(GOOGL 1.86%) and Taiwan Semiconductor Manufacturing (TSM +3.58%). Here's why they can set you up for the long term. Alphabet Tech giant Alphabet is one of the most valuable companies in the world, with a market cap of right around $4 trillion. It has tripled in value in five years, as its business continues to experience solid growth, with AI giving it another gear of late. The company has a vast business that gives it many avenues to grow in the long term. Between Google Search, YouTube, its Gemini chatbot, and robotaxi business Waymo, there are many ways that AI can enhance its operations and lead to more growth over the years. Expand NASDAQ : GOOG Alphabet Today's Change ( -1.81 %) $ -5.77 Current Price $ 312.86 Key Data Points Market Cap $3.9T Day's Range $ 310.92 - $ 321.04 52wk Range $ 142.66 - $ 350.15 Volume 640K Avg Vol 24M Gross Margin 59.68 % Dividend Yield 0.26 % Meanwhile, the company already has a strong business today. In 2025, it generated $402.8 billion in revenue, with net income totaling $132.2 billion. Its solid fundamentals and varied assets make it a no-brainer AI investment to buy and hold for the long haul. At 30 times its trailing earnings, it also isn't a terribly expensive stock to own, given its fantastic long-term growth potential. Taiwan Semiconductor Manufacturing Chipmaker Taiwan Semiconductor is another stock that looks poised to benefit significantly from the...
Key Points Alphabet has a broad and diverse business that puts it in an excellent position to benefit from growth opportunities related to artificial intelligence. Taiwan Semiconductor is the leading producer of cutting-edge chips, and it has been experiencing strong growth. 10 stocks we like better than Alphabet › There are plenty of artificial intelligence (AI) stocks you can invest in right now...
Key Points Alphabet has a broad and diverse business that puts it in an excellent position to benefit from growth opportunities related to artificial intelligence. Taiwan Semiconductor is the leading producer of cutting-edge chips, and it has been experiencing strong growth. 10 stocks we like better than Alphabet › There are plenty of artificial intelligence (AI) stocks you can invest in right now. Tech companies are spending heavily on AI technologies in an effort to benefit from the latest trends in the industry. But it can be risky to invest in just any AI stocks, as not all of them will prove to be good buys. If you've got $5,000 that you can invest in thestock market today two of the best AI stocks you can buy without hesitation right now are Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) and Taiwan Semiconductor Manufacturing (NYSE: TSM). Here's why they can set you up for the long term. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Alphabet Tech giant Alphabet is one of the most valuable companies in the world, with a market cap of right around $4 trillion. It has tripled in value in five years, as its business continues to experience solid growth, with AI giving it another gear of late. The company has a vast business that gives it many avenues to grow in the long term. Between Google Search, YouTube, its Gemini chatbot, and robotaxi business Waymo, there are many ways that AI can enhance its operations and lead to more growth over the years. Meanwhile, the company already has a strong business today. In 2025, it generated $402.8 billion in revenue, with net income totaling $132.2 billion. Its solid fundamentals and varied assets make it a no-brainer AI investment to buy and hold for the long haul. At 30 times its trailing earnings, it also isn't a terribly expensive stock to own, given its fantastic long-term growth potential. Taiwan Semicondu...
Meta Platforms (NASDAQ: META) continues to compound cash flow while sentiment stays cautious. AI, advertising dominance, and valuation discipline may be setting the stage for meaningful long-term upside. Stock prices used were the market prices of Jan. 30, 2026. The video was published on Feb. 02, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 b...
Meta Platforms (NASDAQ: META) continues to compound cash flow while sentiment stays cautious. AI, advertising dominance, and valuation discipline may be setting the stage for meaningful long-term upside. Stock prices used were the market prices of Jan. 30, 2026. The video was published on Feb. 02, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Should you buy stock in Meta Platforms right now? Before you buy stock in Meta Platforms, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,353!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,155,789!* Now, it’s worth noting Stock Advisor’s total average return is 920% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 11, 2026. Rick Orford has positions in Meta Platforms. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect t...
Jeremy Edwards David Einhorn, founder of Greenlight Capital, predicted the Federal Reserve will cut interest rates “substantially more than two cuts” this year, arguing that markets are significantly underestimating the pace of monetary easing ahead. The prominent hedge fund manager believes betting on more rate cuts than currently expected is “one of the best trades out there right now.” During a...
Jeremy Edwards David Einhorn, founder of Greenlight Capital, predicted the Federal Reserve will cut interest rates “substantially more than two cuts” this year, arguing that markets are significantly underestimating the pace of monetary easing ahead. The prominent hedge fund manager believes betting on more rate cuts than currently expected is “one of the best trades out there right now.” During an interview with CNBC, Einhorn said the Fed is “going to cut rates a lot more than what’s priced” by the market. When pressed on how many cuts he anticipates, Einhorn responded simply: “a whole bunch of times.” The investor pointed to political pressure and incoming Fed leadership as key catalysts for an aggressive cutting cycle. Einhorn noted that President Trump “believes that the U.S. should have the lowest interest rate in the world” and has selected a new Fed chair aligned with that vision. He expressed confidence that Kevin Warsh, Trump’s pick, is “going to come up with arguments that are going to persuade people” on the committee to support lower rates. Einhorn dismissed concerns that a strong economy would prevent cuts, arguing that traditional constraints may not apply under new leadership. “He’s going to argue productivity,” Einhorn said of Warsh, adding that the incoming chair will make the case that “we don’t have to cut just because the economy is running hot.” The investor suggested that AI-driven productivity gains and high profit margins provide room for easier monetary policy even amid economic strength. To capitalize on this view, Greenlight Capital has positioned heavily in SOFR futures, betting directly on a larger-than-anticipated rate-cutting cycle. Einhorn acknowledged this trade has been on his books “for a bit” and proved successful last year as well. The rate cut thesis connects to Einhorn’s broader concerns about U.S. fiscal sustainability and the rising role of gold as a reserve asset. He criticized current policy as making no sense, noting the c...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Theodore J. Klinck President — Brian M. Leary Chief Financial Officer — Brendan Maiorana Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Funds From Operations (FFO) -- $0.90 per share for the quarter, includes $0.06 per share of land sale gains, resulting in ...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Theodore J. Klinck President — Brian M. Leary Chief Financial Officer — Brendan Maiorana Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Funds From Operations (FFO) -- $0.90 per share for the quarter, includes $0.06 per share of land sale gains, resulting in full-year FFO of $3.48 per share. -- $0.90 per share for the quarter, includes $0.06 per share of land sale gains, resulting in full-year FFO of $3.48 per share. FFO Growth -- Initial 2026 FFO outlook midpoint is 5.7% higher than the initial 2025 outlook. -- Initial 2026 FFO outlook midpoint is 5.7% higher than the initial 2025 outlook. Net Effective Rents -- Full-year net effective rents increased 20% over 2024, and were 19% higher versus the prior peak in 2022. -- Full-year net effective rents increased 20% over 2024, and were 19% higher versus the prior peak in 2022. Development Pipeline Pre-leasing -- 78% of $474 million pipeline pre-leased, up from 72% last quarter and 56% one year ago. -- 78% of $474 million pipeline pre-leased, up from 72% last quarter and 56% one year ago. Leasing Activity -- 526,000 square feet of second-generation space leased in the quarter, including 221,000 square feet of new leases; 95,000 square feet of first-generation leases signed in the development pipeline. -- 526,000 square feet of second-generation space leased in the quarter, including 221,000 square feet of new leases; 95,000 square feet of first-generation leases signed in the development pipeline. GAAP Rent Spreads -- Fourth-quarter GAAP rent spreads were in the mid-teens percentage range; cash rent spreads were a positive 1.2%. -- Fourth-quarter GAAP rent spreads were in the mid-teens percentage range; cash rent spreads were a positive 1.2%. Development Leasing Highlights -- Glenlake 3 in Raleigh 84% leased, Granite Park 6 in Dallas nearly 80% leased, 23 Springs in Dallas nearly 7...
This article first appeared on GuruFocus. Morgan Stanley says Tesla (NASDAQ:TSLA) could add $20 billion to $50 billion in value from an ambitious solar expansion, boosting the automaker's energy business. Tesla Stock edged up 0.5% on Wednesday morning trade. Analyst Andrew Percoco, who reiterated a "Hold," models a fully scaled solar operation could generate about $25 billion in annual revenue and...
This article first appeared on GuruFocus. Morgan Stanley says Tesla (NASDAQ:TSLA) could add $20 billion to $50 billion in value from an ambitious solar expansion, boosting the automaker's energy business. Tesla Stock edged up 0.5% on Wednesday morning trade. Analyst Andrew Percoco, who reiterated a "Hold," models a fully scaled solar operation could generate about $25 billion in annual revenue and values the energy division at roughly $140 billion, or $40 a share. If the expansion succeeds, Morgan Stanley says the unit's value could reach about $190 billion, lifting the firm's price target for the company. Elon Musk aims for 100 gigawatts of solar-cell production to power data centers on Earth and in space, and Tesla is reportedly weighing U.S. sites to expand capacity. Morgan Stanley notes the plan would require heavy spending, $30 billion to $70 billion, or $15 billion to $20 billion if focused only on cells, creating execution risk investors must weigh. The note frames solar as a material long-term growth driver for Tesla alongside EVs and batteries, though analysts say timelines and spending remain key variables for valuation. Morgan Stanley adds much of the capacity would support AI and data-center workloads, a sector likely to drive solar demand.
Norges Bank's investment in IonQ ( IONQ ) may be the start of active asset managers interest in quantum computing, Wedbush Securities said. “In addition to meaningfully increasing its initial position in IONQ, we would note Norges also made new investments in RGTI and D-Wave in CQ4, suggesting it sees more than one quantum winner and also likely more than one successful modality in the long-term, ...
Norges Bank's investment in IonQ ( IONQ ) may be the start of active asset managers interest in quantum computing, Wedbush Securities said. “In addition to meaningfully increasing its initial position in IONQ, we would note Norges also made new investments in RGTI and D-Wave in CQ4, suggesting it sees more than one quantum winner and also likely more than one successful modality in the long-term, a view we would agree with,” analyst Antoine Legault wrote in a note to clients. Norges Bank is the largest sovereign wealth fund in the world and manages around $2T for Norway. According to its recently filed 13-F, Norges Bank had $200M worth of stock in IonQ, $39M worth of Rigetti, and $4M worth of D-Wave Quantum as of the fourth quarter. And while the positions are still small compared to the company's respective market caps and Norges' total assets under management, Legault said he views it as a “sophisticated” asset manager “making a bet on the long-term potential of the technology.” It could also become the start of other active asset managers going into the space, which has so far been dominated by retail investors and passive asset managers or ETF providers. “Net, despite the recent volatility seen in quantum computing stocks, we remain constructive on the long-term prospects of the technology and its addressable market, and reiterate our OUTPERFORM ratings on IONQ, RGTI, and QBTS,” Legault added. More on IonQ IonQ: More Cash Down The Drain The Quantum Pair Trade: Long IonQ, Short Quantum Computing IonQ: Critical Department Of War Memo Key deals this week: Apple, McEwen Mining, IonQ, Leidos, and more Quantum computing stocks hit hard as tech turns risk-off
The person behind an anonymous social media account that posts AI videos of politicians has been identified as a man who has spent time in prison for multiple hate crimes directed towards Jewish people. Joshua Bonehill-Paine was identified by Channel 4 News as the owner of Crewkerne Gazette, a satirical X account that created AI videos involving politicians such as Keir Starmer, Angela Rayner and ...
The person behind an anonymous social media account that posts AI videos of politicians has been identified as a man who has spent time in prison for multiple hate crimes directed towards Jewish people. Joshua Bonehill-Paine was identified by Channel 4 News as the owner of Crewkerne Gazette, a satirical X account that created AI videos involving politicians such as Keir Starmer, Angela Rayner and Andy Burnham apparently singing popular songs from artist such as Amy Winehouse, Barry Manilow and Elton John with altered, politically themed lyrics. Bonehill-Paine, 33, who has previously described himself as a “nationalist, fascist, theorist and supporter of white rights”, has a long history of discriminatory behaviour. This has included perpetuating fake stories such as a pub in Leicestershire refusing to admit members of the armed forces so as to not offend immigrants, and a six-year-old being abducted by an Asian grooming gang in Croydon. Bonehill-Paine told the Guardian that he no longer holds antisemitic views, providing proof that he had passed the government’s Prevent awareness course and that he had worked in counter-extremism education. He has described himself online as now holding “a deep affection for Israel”. In early 2015 Bonehill-Paine attempted to organise a mass protest in Stamford Hill, north London to rally “against the complete Jewification of the borough”, and later in the year tried to organise another in Golders Green, an area of the city with a large Jewish population. He promoted the latter with a cartoon image of Hitler and wrote that the event would be “an absolute gas”. He was sentenced to three years and four months in jail for inciting hatred against Jews. Later, in 2016, he was found guilty of racially aggravated harassment for abuse directed at then Labour MP Luciana Berger, who is Jewish, which included posting messages to his blog calling Berger “a rodent”, “evil money-grabber” and “a dominatrix”, and uploading an image of a rat with Ber...