Eric Francis/Getty Images News Risk comes from not knowing what you are doing - Warren Buffett Written by Sam Kovacs Introduction Not everyone agrees with our dividend methodology. Thankfully, our returns agree with us. Unlike most dividend investors, the belief which my father and myself hold is a simple one: You should buy cheap stocks and sell expensive ones. Our motto at the Dividend Freedom T...
Eric Francis/Getty Images News Risk comes from not knowing what you are doing - Warren Buffett Written by Sam Kovacs Introduction Not everyone agrees with our dividend methodology. Thankfully, our returns agree with us. Unlike most dividend investors, the belief which my father and myself hold is a simple one: You should buy cheap stocks and sell expensive ones. Our motto at the Dividend Freedom Tribe is: Buy Low, Sell High, Get Paid To Wait. Our idea is that if you can shift from overvalued to undervalued, you gain twice: You lock in higher income by shifting. You lock in realized value and redeploy it into yet unrealized value. I've heard this really bad reason for not selling: "If you sell, your replacement stock needs to do well, so you need to be right twice". This makes no sense to me, as the stock you chose not to sell still needs to do well also. Years ago I came up with a basketball analogy. Let's say you're coaching a star-clad team. The best of the best. Sure, some are better than others, but your full roster is solid. You play your 5 best players for 40 minutes of the regular time. The game goes to overtime. Your starters are tired, overextended, and running out of steam. But you've got a bench of players who are super good and are rested and ready to go. Doesn't it make sense to sub in the guys who can get things going in OT? This is the way I want you to think about stocks. The pendulum always swings. What's in favor today might be out of favor tomorrow. The case studies I will present in this article should back up these claims visually. Oh, and concerning the return claim, below is the Dividend Freedom Tribe's Hybrid Yield Portfolio vs. the S&P 500 ( SPX ) since inception in May 2020. DFT Hybrid vs SPX (Dividend Freedom Tribe) Distribution of performance will be lumpy, of course, but the portfolio has outpaced the S&P 500 by 14 points since inception while offering much higher current dividend income and lower drawdowns. It's off to a great start thi...
aprott About 36% of individuals who are on Novo Nordisk's ( NVO ) Wegovy (semaglutide) pill, which hit the market in January, are new to GLP-1s, a new study found. Healthcare research firm Truveta said that its data indicated that ~ 21% of Wegovy pill users had previously taken the injectable version of Wegovy, while ~16% switched from Eli Lilly's ( LLY ) competing obesity treatment Zepbound (tirz...
aprott About 36% of individuals who are on Novo Nordisk's ( NVO ) Wegovy (semaglutide) pill, which hit the market in January, are new to GLP-1s, a new study found. Healthcare research firm Truveta said that its data indicated that ~ 21% of Wegovy pill users had previously taken the injectable version of Wegovy, while ~16% switched from Eli Lilly's ( LLY ) competing obesity treatment Zepbound (tirzepatide). Truveta noted that its data is based on data on nearly 8,800 individuals who had a prescription for the Wegovy pill filled from its date of approval, Dec. 22, 2025, through Feb. 8. The research also indicated that a significant number of those who had prior GLP-1 therapy switched to the pill. About one-third of patients who were taking the Wegovy pill were previously on the subcutaneous injection version, and 24.5% had prior use of the Zepbound injection. The data also showed that ~93% of prescriptions for oral Wegovy were written by general practitioners. Wegovy pill prescriptions reached ~26,100 in the third week after its launch, according to data from IQVIA as of Jan. 23. The Wegovy pill will likely soon see competition from Eli Lilly's o rforglipron, which has an FDA action date of April 10. More on Novo Nordisk Novo Nordisk: How Low Is Too Low? (Downgrade, Technical Analysis) Novo Nordisk: Ugly Guidance, But Stock Refuses To Break Down Further Novo Nordisk: Full Kitchen Sink Reset Or Another Shoe Yet To Drop? Novo Nordisk board proposes DKK 7.95 final dividend for 2025, initiates DKK 15B buyback Novo Nordisk’s 2026 outlook in focus as competition pressures sales
A data-center landlord leasing to the operators of the artificial intelligence matrix secured the highest credit grade from one of the top three ratings firms for the first time. Some $500 million of Compass Datacenters LLC ’s latest $830 million asset-backed securitization carries a Aaa rating from Moody’s Ratings. The highly rated debt was able to secure a rate of 1.20 percentage point above its...
A data-center landlord leasing to the operators of the artificial intelligence matrix secured the highest credit grade from one of the top three ratings firms for the first time. Some $500 million of Compass Datacenters LLC ’s latest $830 million asset-backed securitization carries a Aaa rating from Moody’s Ratings. The highly rated debt was able to secure a rate of 1.20 percentage point above its benchmark on Wednesday, after initial talks of around 1.25 to 1.35 percentage point. It’s the first time either S&P Global Ratings, Moody’s or Fitch Ratings has handed out a triple A rating to a data center ABS deal, although Morningstar DBRS, a smaller credit grading firm, has assigned previous Compass offerings its highest rating. Getting such a stellar grade from one of the big three ratings companies means the company selling the debt can secure financing at a lower cost than what’s typical for other asset-backed deals. A top rating from a leading ratings firm also opens up the debt to a wider swath of institutional investors as borrowers look for new ways to access capital. Read more: AI’s $3 Trillion Build-Out Spurs Debt Boom and Creates New Risk The securitization is a part of a broader artificial-intelligence debt binge where borrowers — especially the big tech giants like Amazon.com Inc. , Microsoft Corp. and Alphabet Inc. — are tapping all corners of the credit market for funding. JPMorgan Chase & Co. projects more than $5 trillion of spending for the data center and AI boom, including related power supplies, over the next five years. The other two classes of the Compass deal were rated Aa3 and A2 by Moody’s, which started grading data center ABS in September. The only tranche to price tighter than the guidance range was the AAA — the others priced at the lower end. Moody’s said Compass’ deal benefited from the investment-grade ratings of its tenants — unnamed hyperscaler companies — as well as strong cash flows, long customer contracts and relatively low leverag...
Porch Group press release ( PRCH ): Q4 GAAP EPS of -$0.03 beats by $0.04 . Revenue of $124.3M (+23.9% Y/Y) beats by $15.17M . Porch Shareholder Interest Full Year 2026 Financial Outlook Financial guidance represents Porch Shareholder Interest, the businesses owned by Porch (1) , and does not include the future results of the Reciprocal which is owned by its policyholder-members and not by Porch. P...
Porch Group press release ( PRCH ): Q4 GAAP EPS of -$0.03 beats by $0.04 . Revenue of $124.3M (+23.9% Y/Y) beats by $15.17M . Porch Shareholder Interest Full Year 2026 Financial Outlook Financial guidance represents Porch Shareholder Interest, the businesses owned by Porch (1) , and does not include the future results of the Reciprocal which is owned by its policyholder-members and not by Porch. Porch Shareholder Interest full year 2026 guidance is as follows: Porch Shareholder Interest 2026 Guidance YoY growth range Revenue (2) $475m to $490m (2025: $419m) 13% to 17% Gross Profit (2) $385m to $400m (2025: $344m) 12% to 16% Adjusted EBITDA (2) $98m to $105m (2025: $77m) 28% to 37% Click to enlarge FY Revenue consensus is $488.51M More on Porch Group Porch Group: Expanding Insurance Data Platform Positions It For Long-Term Growth Seeking Alpha’s Quant Rating on Porch Group Historical earnings data for Porch Group Financial information for Porch Group
HUNTINGTON BEACH, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- BJ’s Restaurants, Inc. (NASDAQ: BJRI) today announced that it will release its fourth quarter and fiscal year 2025 results after the market closes on Thursday, February 25, 2026. The Company will host an investor conference call at 2:00 p.m. (Pacific) that same day. The conference call will be broadcast live over the Internet. To listen t...
HUNTINGTON BEACH, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- BJ’s Restaurants, Inc. (NASDAQ: BJRI) today announced that it will release its fourth quarter and fiscal year 2025 results after the market closes on Thursday, February 25, 2026. The Company will host an investor conference call at 2:00 p.m. (Pacific) that same day. The conference call will be broadcast live over the Internet. To listen to the conference call, please visit the “Investors” page of the Company’s website located at http://www.bjsrestaurants.com several minutes prior to the start of the call to register and download any necessary audio software. An archive of the presentation will be available for 30 days following the call. About BJ's Restaurants, Inc. BJ’s Restaurants, Inc. is a national casual dining brand with brewhouse roots. Founded in 1978, BJ’s owns and operates over 200 restaurants across 31 states, combining high-quality ingredients, bold flavors, sincere service, moderate prices and a fresh atmosphere. The brand’s chef-crafted menu offers something for everyone, from its signature deep-dish pizzas and slow-roasted entrees and wings to its often imitated but never replicated world-famous Pizookie® dessert. As the most decorated restaurant-brewery in the country and winner of the 2025 Vibe Vista Award for Best Beer Program and 2024 Best Overall Beverage Program, BJ’s has been a pioneer in craft brewing since 1996, serving award-winning proprietary handcrafted beers brewed at operations in four states and by independent third-party craft brewers. All BJ’s locations offer dine in, take out, delivery and large party catering, providing guests with multiple ways to enjoy the experience at BJ’s. Whether you’re gathering with family for dinner, catching the game with friends or celebrating life’s special moments, BJ’s creates the perfect backdrop for connection and community. To learn more, visit www.bjsrestaurants.com or follow @bjsrestaurants on Instagram, Facebook and X.
MALMÖ, Sweden, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY), the world’s original and largest oat drink company, has today published its interim condensed consolidated financial statements for the three and twelve months ended December 31, 2025 (the “Year-End 2025 Report”). The Year-End 2025 Report is also available on the Company’s website at https://investors.oatly.com/financi...
MALMÖ, Sweden, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY), the world’s original and largest oat drink company, has today published its interim condensed consolidated financial statements for the three and twelve months ended December 31, 2025 (the “Year-End 2025 Report”). The Year-End 2025 Report is also available on the Company’s website at https://investors.oatly.com/financials-filings. About Oatly We are the world’s original and largest oat drink company. For over 30 years, we have exclusively focused on developing expertise around oats: a global power crop with inherent properties. Our commitment to oats has resulted in core technical advancements that enabled us to unlock the breadth of the dairy portfolio, including alternatives to milks, ice cream, yogurt, cooking creams, spreads and on-the-go drinks. Headquartered in Malmö, Sweden, the Oatly brand is available in more than 50 countries globally. For more information, please visit www.oatly.com . Contact person Brian Kearney, Vice President Investor Relations E-mail: investors@oatly.com, press.us@oatly.com
NEW YORK, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Getty Realty Corp. (NYSE: GTY) (“Getty” or the “Company”), a net lease REIT focused on convenience and automotive retail real estate, announced today its financial and operating results for the quarter and year ended December 31, 2025. Fourth Quarter 2025 Highlights Net earnings: $0.45 per share Funds From Operations (“FFO”): $0.64 per share Adjusted Fun...
NEW YORK, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Getty Realty Corp. (NYSE: GTY) (“Getty” or the “Company”), a net lease REIT focused on convenience and automotive retail real estate, announced today its financial and operating results for the quarter and year ended December 31, 2025. Fourth Quarter 2025 Highlights Net earnings: $0.45 per share Funds From Operations (“FFO”): $0.64 per share Adjusted Funds From Operations (“AFFO”): $0.63 per share Invested $135.4 million at a 7.9% initial cash yield Full Year 2025 Highlights Net earnings: $1.35 per share FFO: $2.34 per share AFFO: $2.43 per share Invested $268.8 million at a 7.9% initial cash yield “We are pleased with Getty's strong fourth quarter and full year 2025 performance, which reflect the merits of our disciplined investment strategy, consistent earnings growth, and the reliability of our portfolio of convenience and automotive retail properties,” stated Christopher J. Constant, Getty’s President & Chief Executive Officer. “For the full year, we deployed $269 million at an attractive 7.9% yield, demonstrating our ability to source and close accretive transactions that meet our stringent underwriting standards. With more than $500 million of liquidity, and a robust pipeline of committed and pending investments, we enter 2026 poised for continued growth.” Net Earnings, FFO and AFFO All per share amounts are presented on a fully diluted per common share basis, unless stated otherwise. FFO and AFFO are “Non-GAAP Financial Measures” which are defined and reconciled to net earnings at the end of this release. ($ in thousands) Three months ended December 31, Twelve months ended December 31, 2025 2024 2025 2024 Net earnings $ 27,044 $ 22,295 $ 79,192 $ 71,064 Net earnings per share $ 0.45 $ 0.39 $ 1.35 $ 1.25 FFO $ 37,978 $ 32,470 $ 136,171 $ 123,976 FFO per share $ 0.64 $ 0.57 $ 2.34 $ 2.21 AFFO $ 37,573 $ 34,031 $ 141,439 $ 130,793 AFFO per share $ 0.63 $ 0.60 $ 2.43 $ 2.34 Select Financial Results Revenues from Rental ...
Delivers full year Sales growth of 11%, GAAP EPS of $2.50 and Adjusted EPS of $4.06 Remains on track to complete Antares Vision acquisition in 2026 WALTHAM, Mass., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Crane NXT, Co. (NYSE: CXT) ("Crane NXT" or the "Company"), a premier industrial technology company, today announced its financial results for the fourth quarter and full year ended December 31, 2025. Fo...
Delivers full year Sales growth of 11%, GAAP EPS of $2.50 and Adjusted EPS of $4.06 Remains on track to complete Antares Vision acquisition in 2026 WALTHAM, Mass., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Crane NXT, Co. (NYSE: CXT) ("Crane NXT" or the "Company"), a premier industrial technology company, today announced its financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Highlights Sales growth of 19.5% with core sales growth of 4.8% year-over-year. GAAP operating profit margin of 16.7% and Adjusted operating profit margin of 22.4%. GAAP earnings per diluted share (EPS) of $0.83, and Adjusted EPS of $1.27. Completed the first phase of Antares Vision acquisition. Declared a first quarter 2026 dividend of $0.18 per share, an increase of approximately 6% over the prior year. Full Year 2025 Highlights Completed the acquisition of De La Rue Authentication Solutions. Announced the acquisition of Antares Vision, expanding the Company's portfolio to the Life Sciences & Food and Beverage sectors. Sales growth of 11.4% with core sales growth of 0.7% year-over-year. GAAP operating profit margin of 14.9% and Adjusted operating profit margin of 21.2%. GAAP EPS of $2.50, and Adjusted EPS of $4.06. Full Year 2026 Guidance Introducing 2026 guidance with Adjusted EPS of $4.10 to $4.40. Please see the "Full Year 2026 Guidance" section in this press release for more details. Aaron W. Saak, Crane NXT's President, and Chief Executive Officer, stated: "In 2025, we made significant progress evolving our portfolio and are accelerating organic growth while maintaining margins and strong free cash flow. We continue to gain share in Crane Currency, winning a total of 20 new denominations with our leading micro-optics technology in 2025, and we further solidified our position as a trusted technology leader in the global authentication market with the creation of Crane Authentication. In Q4, we closed on our initial equity investment in Antares Vision...
SOUTH SAN FRANCISCO, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- BridgeBio Oncology Therapeutics, Inc., or BBOT (NASDAQ: BBOT), a clinical-stage biopharmaceutical company focused on RAS-pathway malignancies, today announced it awarded inducement grants on February 10, 2026 under BBOT’s 2025 Inducement Plan as a material inducement to the employment of two individuals hired by BBOT in January 2026. T...
SOUTH SAN FRANCISCO, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- BridgeBio Oncology Therapeutics, Inc., or BBOT (NASDAQ: BBOT), a clinical-stage biopharmaceutical company focused on RAS-pathway malignancies, today announced it awarded inducement grants on February 10, 2026 under BBOT’s 2025 Inducement Plan as a material inducement to the employment of two individuals hired by BBOT in January 2026. The employees received, in the aggregate, non-qualified stock options to purchase 65,350 shares of BBOT common stock, par value $0.0001 per share, with an exercise price of $10.84 per share, the closing price of BBOT’s common stock as reported by Nasdaq on the effective date of the grant, which will vest 1/4 on the first anniversary of the employee’s applicable start date and in 36 equal monthly installments thereafter, subject to the employee’s continued service with the Company through each applicable vesting date, or collectively, the Awards. All of the above-described Awards were granted outside of BBOT’s stockholder-approved equity incentive plans and are pursuant to BBOT’s 2025 Inducement Plan, which was adopted by BBOT’s board of directors in October 2025. The Awards were approved by the compensation committee of the board of directors, which is comprised solely of independent directors, as a material inducement to the employees entering into employment with BBOT in accordance with Nasdaq Listing Rule 5635(c)(4). About BBOT BBOT is a clinical-stage biopharmaceutical company advancing a next-generation pipeline of novel small molecule therapeutics targeting RAS and PI3Kα malignancies. BBOT has the goal of improving outcomes for patients with cancers driven by the two most prevalent oncogenes in human tumors. For more information, please visit www.bbotx.com and follow us on LinkedIn. BBOT Contacts: Investor Contact: Heather Armstrong, Head of Investor Relations BBOT Investors@BBOTx.com Media Contact: Jake Robison Inizio Evoke Comms Jake.robison@inizioevoke.com
Investors are gravitating toward dividend-paying value stocks amid market uncertainty. Let's take a step back to May 2025. PepsiCo (PEP +1.39%) is hovering near a four-year low amid stagnant sales growth and weak consumer spending. Pepsi, which owns a variety of carbonated, juice, coffee, tea, and energy drink brands, as well as Frito-Lay and Quaker Oats, isn't exactly well positioned to evolve wi...
Investors are gravitating toward dividend-paying value stocks amid market uncertainty. Let's take a step back to May 2025. PepsiCo (PEP +1.39%) is hovering near a four-year low amid stagnant sales growth and weak consumer spending. Pepsi, which owns a variety of carbonated, juice, coffee, tea, and energy drink brands, as well as Frito-Lay and Quaker Oats, isn't exactly well positioned to evolve with an increasingly health-conscious consumer base. Seemingly, everything was going wrong for Pepsi, and declines in its stock price, paired with over 50 years of dividend increases, pushed its yield up to 4.4%. I predicted the sell-off had gone too far and that investors were underestimating Pepsi's brand portfolio and its willingness to diversify into healthier options and mini meals. Pepsi rebounded from its spring lows but still finished 2025 down 5.6%. In 2026, the stock is up a staggering 18.8%. For comparison, the consumer staples sector and Coca-Cola (KO +2.44%) are up about 13%, while the S&P 500 (^GSPC +0.00%) is only up 1.3%. Pepsi has gone from out of favor to one of the hottest S&P 500 stocks. Here's why the rally is justified and why Pepsi could still be a buy now. Pepsi's turnaround quarter On Feb. 3, Pepsi reported a blockbuster fourth quarter that included faster sales growth, higher operating margins, and double-digit earnings-per-share (EPS) growth. North America was Pepsi's weakest segment, but the company is having tons of success in Europe, the Middle East, Africa, and Latin America -- a testament to the strength of its global supply chain and marketing. Pepsi is only guiding to 2% to 4% organic revenue growth and 4% to 6% constant-currency EPS growth in fiscal 2026. But investors are pleased with the company's ability to navigate a challenging operating environment while returning capital to shareholders. In November, Pepsi announced a 5% dividend increase, marking its 53rd consecutive annual increase and maintaining its spot on the list of Dividend Ki...
Confluent press release ( CFLT ): Q4 Non-GAAP EPS of $0.12 beats by $0.02 . Revenue of $314.82M (+20.5% Y/Y) beats by $6.76M . More on Confluent Buy Confluent For The Attractive Arbitrage Spread, Buy IBM For Potential Hybrid Cloud Dominance IBM: The $11B Confluent Deal Changes The AI Growth Story Wall Street Breakfast Podcast: IBM Eyes Another AI Deal Confluent Q4 2025 Earnings Preview Confluent g...
Confluent press release ( CFLT ): Q4 Non-GAAP EPS of $0.12 beats by $0.02 . Revenue of $314.82M (+20.5% Y/Y) beats by $6.76M . More on Confluent Buy Confluent For The Attractive Arbitrage Spread, Buy IBM For Potential Hybrid Cloud Dominance IBM: The $11B Confluent Deal Changes The AI Growth Story Wall Street Breakfast Podcast: IBM Eyes Another AI Deal Confluent Q4 2025 Earnings Preview Confluent gets rating cut at Bernstein following acquisition by IBM
A little more than two months ago, a Rocket Lab employee called the Stennis Space Center Fire Department from the nearby A3 test stand. There was a grass fire where Archimedes engines undergo testing. Could they please send personnel over? According to the fire station's Nov. 30 dispatcher log, the employee said, "The fire started during a test when an anomaly caused an electrical box to catch fir...
A little more than two months ago, a Rocket Lab employee called the Stennis Space Center Fire Department from the nearby A3 test stand. There was a grass fire where Archimedes engines undergo testing. Could they please send personnel over? According to the fire station's Nov. 30 dispatcher log, the employee said, "The fire started during a test when an anomaly caused an electrical box to catch fire." Satellite imagery from before and after the anomaly appear to show that the roof had been blown off the left test cell, one of two at the test stand at the historic NASA facility in southern Mississippi. One person with knowledge of the anomaly said, "The characterization of this as an electrical fire doesn't reflect what actually occurred. This was a catastrophic engine explosion that resulted in significant infrastructure damage." Read full article Comments
After initial concerns about AI disruption, this tech giant has become an AI winner in relatively short order. Alphabet (GOOG 2.29%)(GOOGL 2.42%) could be the hottest artificial intelligence (AI) stock on Wall Street right now. Shares have climbed by 68% over the past year, a staggering feat for a stock already worth a trillion dollars. But even after all that success, it still leaps off the page ...
After initial concerns about AI disruption, this tech giant has become an AI winner in relatively short order. Alphabet (GOOG 2.29%)(GOOGL 2.42%) could be the hottest artificial intelligence (AI) stock on Wall Street right now. Shares have climbed by 68% over the past year, a staggering feat for a stock already worth a trillion dollars. But even after all that success, it still leaps off the page as arguably the best AI stock investors can buy and hold for the next five years. Predicting that Alphabet will continue to win tremendously in AI moving forward may not be a bold statement, but you don't always need to go off the board to make a lot of money. Here is why Alphabet is the no-brainer AI stock to own now and for the future. Alphabet's dominance of the Internet economy is an overwhelming AI advantage Alphabet's dominance goes well beyond Google Search. Alphabet's YouTube is the leading streaming service. Products like Gmail, Sheets, and Chrome have billions of users. Nearly three-quarters of the world's smartphones operate on Alphabet's Android software. All those products and services generate mountains of first-party data that are helping Alphabet win in AI. Its deep pockets allow it to move quickly and aggressively invest to support its growth opportunities. It's tough to compete with Alphabet when you stack all of these advantages. The latest earnings report offered a glimpse into the future Integrating AI into all these products and services is only strengthening them further, and the results show in Alphabet's latest earnings. It seems like a distant memory, but investors once feared that AI would ruin Alphabet's core ads business by disrupting search engines. Revenue from Google Search soared by nearly 17% year over year, finishing 2025 at a whopping $224.5 billion, up from $175 billion in 2023. Growth in its Google Cloud segment is accelerating. Fourth-quarter cloud revenue came in at $17.66 billion, nearly 48% higher than a year ago. Gemini AI now has ...
After initial concerns about AI disruption, this tech giant has become an AI winner in relatively short order. Alphabet (GOOG 2.29%)(GOOGL 2.42%) could be the hottest artificial intelligence (AI) stock on Wall Street right now. Shares have climbed by 68% over the past year, a staggering feat for a stock already worth a trillion dollars. But even after all that success, it still leaps off the page ...
After initial concerns about AI disruption, this tech giant has become an AI winner in relatively short order. Alphabet (GOOG 2.29%)(GOOGL 2.42%) could be the hottest artificial intelligence (AI) stock on Wall Street right now. Shares have climbed by 68% over the past year, a staggering feat for a stock already worth a trillion dollars. But even after all that success, it still leaps off the page as arguably the best AI stock investors can buy and hold for the next five years. Predicting that Alphabet will continue to win tremendously in AI moving forward may not be a bold statement, but you don't always need to go off the board to make a lot of money. Here is why Alphabet is the no-brainer AI stock to own now and for the future. Alphabet's dominance of the Internet economy is an overwhelming AI advantage Alphabet's dominance goes well beyond Google Search. Alphabet's YouTube is the leading streaming service. Products like Gmail, Sheets, and Chrome have billions of users. Nearly three-quarters of the world's smartphones operate on Alphabet's Android software. All those products and services generate mountains of first-party data that are helping Alphabet win in AI. Its deep pockets allow it to move quickly and aggressively invest to support its growth opportunities. It's tough to compete with Alphabet when you stack all of these advantages. The latest earnings report offered a glimpse into the future Integrating AI into all these products and services is only strengthening them further, and the results show in Alphabet's latest earnings. It seems like a distant memory, but investors once feared that AI would ruin Alphabet's core ads business by disrupting search engines. Revenue from Google Search soared by nearly 17% year over year, finishing 2025 at a whopping $224.5 billion, up from $175 billion in 2023. Growth in its Google Cloud segment is accelerating. Fourth-quarter cloud revenue came in at $17.66 billion, nearly 48% higher than a year ago. Gemini AI now has ...
Vanda Pharmaceuticals press release ( VNDA ): Q4 GAAP EPS of -$2.39 misses by $1.07 . Revenue of $57.22M (+7.6% Y/Y) misses by $2.05M . Full Year 2026 Financial Objectives Full Year 2026 Guidance Total revenues $230 to $260 million Fanapt ® net product sales $150 to $170 million Other net product sales $80 to $90 million Click to enlarge Shares -10.77% AH. More on Vanda Pharmaceuticals Vanda Pharm...
Vanda Pharmaceuticals press release ( VNDA ): Q4 GAAP EPS of -$2.39 misses by $1.07 . Revenue of $57.22M (+7.6% Y/Y) misses by $2.05M . Full Year 2026 Financial Objectives Full Year 2026 Guidance Total revenues $230 to $260 million Fanapt ® net product sales $150 to $170 million Other net product sales $80 to $90 million Click to enlarge Shares -10.77% AH. More on Vanda Pharmaceuticals Vanda Pharmaceuticals Inc. (VNDA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Vanda Pharmaceuticals: SG&A Takes Off, TAM Doesn't (Rating Downgrade) Vanda's 2026 Catalyst Run With Nereus Launch And Bysanti PDUFA In Focus Vanda falls as FDA rejects jet lag drug Biggest stock movers Wednesday: Vanda Pharmaceuticals, Axsome Therapeutics and Cybin
Novo Nordisk says more than 246,000 people are now taking its weight-loss pill. CEO Mike Doustdar sits down with Bloomberg’s Katie Greifeld to discuss GLP-1 supply, pricing and the company’s lawsuit against Hims over alleged obesity drug copycats. (Source: Bloomberg)
Novo Nordisk says more than 246,000 people are now taking its weight-loss pill. CEO Mike Doustdar sits down with Bloomberg’s Katie Greifeld to discuss GLP-1 supply, pricing and the company’s lawsuit against Hims over alleged obesity drug copycats. (Source: Bloomberg)
adventtr/E+ via Getty Images Almost all of Apple's ( AAPL ) big tech peers are set to see their free cash flows approach zero in 2026, as they invest heavily in AI. Amazon ( AMZN ) is looking at $200 billion of capex, Alphabet ( GOOG ) at $180 billion, Microsoft at $150 billion, and Meta at $120 billion. Meanwhile, Apple, the most profitable company on earth, is on track for a little less than $10...
adventtr/E+ via Getty Images Almost all of Apple's ( AAPL ) big tech peers are set to see their free cash flows approach zero in 2026, as they invest heavily in AI. Amazon ( AMZN ) is looking at $200 billion of capex, Alphabet ( GOOG ) at $180 billion, Microsoft at $150 billion, and Meta at $120 billion. Meanwhile, Apple, the most profitable company on earth, is on track for a little less than $10 billion in capital spending for FY26. There are two very different ways to look at this discrepancy. One, Apple is uniquely positioned to benefit from AI of third parties. Two, Apple has fully embraced its fate as a slow-growing staple business. As always, the truth is somewhere in the middle. The Last Free Cash Flow Producer Standing Going into 2026, some investors were hoping to see some relief from big tech spending on capex. Well, those investors, myself included, got exactly the opposite. Data by YCharts The Q4 earnings season was a capex festival, with most of big tech guiding humongous spending plans that make last year's spending look like kindergarten. Amid this compute rush, there's one company that stands in clear contrast - good old Apple. In the recently announced December quarter, Apple spent about $2.4 billion on capex. For context, this is about what Meta plans to spend per week in 2026. There's no clearer tell about Apple's strategy than this. Simply put, Apple believes that AI poses no threat to its dominance as a device maker. Therefore, it will be able to ride the investments of others to capitalize on the AI tailwind, without taking on any of the risk. If you're an Apple bull, this strategy is probably music to your ears. However, there is a decent chance that a few years from now, Apple's staying out of this battle would turn out to be a fatal decision. For Now, It Didn't Hurt Apple's Growth The December quarter numbers were frankly shocking. Apple exceeded revenue expectations by over $5.2 billion and EPS estimates by over 6%, combining for one of th...
AndreyPopov/iStock via Getty Images AerCap Holdings N.V. (NYSE: AER ) has reported its fourth quarter and full year results with EPS of $15.37, topping my $14.65 estimate. Since my last report , share prices of the world’s largest airplane lessor have increased by 9.3% as the company is using the premium on flight equipment sales to repurchase shares. In this report, I discuss AerCap’s Q4 2025 ear...
AndreyPopov/iStock via Getty Images AerCap Holdings N.V. (NYSE: AER ) has reported its fourth quarter and full year results with EPS of $15.37, topping my $14.65 estimate. Since my last report , share prices of the world’s largest airplane lessor have increased by 9.3% as the company is using the premium on flight equipment sales to repurchase shares. In this report, I discuss AerCap’s Q4 2025 earnings, the outlook for 2026, and I update my price target. AerCap Lease Revenue Growth Accelerates The Aerospace Forum For AerCap, we assess the adjusted revenues as the reported revenues include purchase accounting to account for GECAS leases being revalued to the prevailing market conditions at the time of acquisition rather than the economic realities of the contract. This is simply a requirement for acquisitions. By adding back the lease premium amortization as well as amortization of maintenance rights assets, we get a more reflective performance indication. What we see is that basic lease rents increased 4% to $1.71 billion, and maintenance rent doubled to $261 million, driving an 11% increase in total lease revenues. Lease revenues were substantially higher than in the prior year, which I believe is driven by the restructuring of Spirit Airlines. When an airline goes through a restructuring of the lease or terminates a lease, the deposits, including maintenance deposits, are forfeited by the lessee and recognized by the lessor on the revenue line, creating an increase in booked revenues. Net gain on sale decreased 3%. We do note that the company sold 55 assets for $1.3 billion, booking $253 million of gains. This is a 19% margin, which is substantially down compared to the same quarter last year when the margin was 30%. However, we note that timing and mix of sales can affect the margins. Demand is not getting softer, but I do believe that AerCap is not necessarily optimizing the yield, but they are actively working on selling more assets to keep the value circulatio...