Intel's updated model holds the fair value estimate essentially steady at US$47.11 versus US$47.12, signaling only a tiny shift in the price target despite a fresh pass at the numbers. That small move sits against a backdrop of mixed analyst research, where some highlight potential upside from advanced packaging and data center demand, while others flag execution risk and already full expectations...
Intel's updated model holds the fair value estimate essentially steady at US$47.11 versus US$47.12, signaling only a tiny shift in the price target despite a fresh pass at the numbers. That small move sits against a backdrop of mixed analyst research, where some highlight potential upside from advanced packaging and data center demand, while others flag execution risk and already full expectations. As you read on, you will see how to interpret these threads and track the next turns in Intel's...
Aya Gold & Silver press release ( AYASF ): Q4 GAAP EPS of $0.12. Revenue of $75.32M (+706.4% Y/Y) driven by a higher average net realized AgEq price of $58.39/oz (up 47% QoQ and 111% YoY). Operating cash flow of $72M for the full year, with $136M in cash and cash equivalents at year-end, supporting the development of the Boumadine Project. Full-year consolidated production of 5.0 Moz AgEq in 2025,...
Aya Gold & Silver press release ( AYASF ): Q4 GAAP EPS of $0.12. Revenue of $75.32M (+706.4% Y/Y) driven by a higher average net realized AgEq price of $58.39/oz (up 47% QoQ and 111% YoY). Operating cash flow of $72M for the full year, with $136M in cash and cash equivalents at year-end, supporting the development of the Boumadine Project. Full-year consolidated production of 5.0 Moz AgEq in 2025, tripled YoY, driven by the successful ramp-up of the Zgounder Silver Mine ("Zgounder"). Q4‑2025 accounted for 1.54 Moz AgEq, of which 0.17 Moz ( 3 ) came from the Boumadine pyrite reclaim operation. Cash costs ( 4 ) of $20.25/oz and $19.91/oz AgEq sold for full-year 2025 and Q4-2025, respectively. Full-year Zgounder production of 4.83 Moz Ag in 2025, including 1.37 Moz Ag in Q4-2025, up 2% QoQ, driven by record milling throughput. Q4-2025 mining rate of 4,187 tonnes per day ("tpd") 2026 Operation Outlook Building on the operational and exploration achievements of 2025, Aya expects 2026 to be a year of strong execution, focused on operations and advancing exploration and development initiatives. Based on the current mine plan and operating assumptions, the Corporation reiterates the following 2026 outlook as follows: Total Production: between 6.2 and 6.8 Moz AgEq. Zgounder Silver Mine: production of 5.2 to 5.8 Moz Ag, at an average cash cost ( 4 ) of approximately $21.50/oz AgEq. Boumadine pyrite stockpile reclaim operation: production of approximately 1.0 Moz AgEq at a cash cost of approximately $10/oz AgEq. Planned capital and exploration expenditures are $36M and $60M, respectively, and remain subject to ongoing review and market conditions. More on Aya Gold & Silver Inc. Aya Gold & Silver: Cheap Based On Earnings And Long-Term Growth Potential Aya Gold & Silver Inc. (AYA:CA) Presents at TD Cowen 17th Annual Global Mining Conference - Slideshow Aya Gold & Silver: Undervalued Pure Silver Cash Flow With Huge Long-Term Growth Potential Historical earnings data for Aya Gold ...
US equity futures rise as President Trump reportedly tells his aides that he's willing to end the US military campaign against Iran, according to the Wall Street Journal. Oil wavering on the report along with Iran hitting a fully laden Kuwaiti oil tanker off Dubai in a drone attack. US retail gas rising above $4 a gallon for the first time since August 2022. Sam Lynton-Brown of BNP Paribas expects...
US equity futures rise as President Trump reportedly tells his aides that he's willing to end the US military campaign against Iran, according to the Wall Street Journal. Oil wavering on the report along with Iran hitting a fully laden Kuwaiti oil tanker off Dubai in a drone attack. US retail gas rising above $4 a gallon for the first time since August 2022. Sam Lynton-Brown of BNP Paribas expects central banks to remain hawkish. (Source: Bloomberg)
In this article ULVR-GB Follow your favorite stocks CREATE FREE ACCOUNT Unilever signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 8, 2025. Bloomberg | Bloomberg | Getty Images Global consumer goods giant Unilever is enforcing an immediate hiring pause as the firm tackles "significant challenges" amid the Middle East conflict. Unilever, the parent company ...
In this article ULVR-GB Follow your favorite stocks CREATE FREE ACCOUNT Unilever signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 8, 2025. Bloomberg | Bloomberg | Getty Images Global consumer goods giant Unilever is enforcing an immediate hiring pause as the firm tackles "significant challenges" amid the Middle East conflict. Unilever, the parent company of brands like Dove, Axe, Comfort and Hellman's, said its hiring freeze will affect staff across all levels and will last at least three months, according to a memo seen by Reuters and sent to staff last week. The Reuters report was published on Monday. "Macro economic and geopolitical realities, especially in the Middle East conflict... bring some significant challenges for the coming few months," Fabian Garcia, president of Unilever's personal care unit, said in the memo. In a statement to CNBC, Unilever said, "Reflecting the uncertain external environment, we have decided to put in place a temporary pause on our recruitment. We remain an agile business and will always adjust our plans as necessary." watch now VIDEO 4:26 04:26 What the Iran war means for affordability Politics The firm currently employs 96,000 employees and operates in 190 countries. Its core business groups include beauty & wellbeing, personal care, home care, and food. Unilever had already committed in 2024 to 800 million euros (roughly $918 million) in cost savings, which would see the reduction of 7,500 office-based roles. The company had delivered 670 million euros in savings by the end of 2025 and expects a further 130 million euros in savings in 2026, according to its latest financial report . The consumer goods sector is amongst several to be impacted by the U.S.-Iran war, which began on Feb. 28 and sent oil prices soaring to over $100 a barrel , raising concerns about the price of petrol and broader inflation across food, transport, and household goods. Airlines were among the most immediately im...
Richard Drury/DigitalVision via Getty Images Commentary as of 12/31/25 The fund posted returns of -5.19% (Institutional shares) and -5.24% (Investor A shares, without sales charge) for the fourth quarter of 2025. The largest contributors to relative performance were investment decisions in the health care, information technology (IT), and financials sectors. The largest detractors from relative re...
Richard Drury/DigitalVision via Getty Images Commentary as of 12/31/25 The fund posted returns of -5.19% (Institutional shares) and -5.24% (Investor A shares, without sales charge) for the fourth quarter of 2025. The largest contributors to relative performance were investment decisions in the health care, information technology (IT), and financials sectors. The largest detractors from relative returns were investment decisions in the consumer discretionary, real estate, and industrials sectors. The largest exposures were in the industrials, IT, and health care sectors. During the quarter, the fund increased its allocations to the health care and consumer discretionary sectors, and reduced its exposures to the IT and financials sectors. Contributors Detractors Stock selection in the health care sector was the largest contributor to relative performance, notably in the biotechnology industry. Security selection in the IT sector, namely in the semiconductors & semiconductor equipment industry, boosted relative results. In the financials sector, selection decisions in the financial services industry added value. The largest detractor was stock selection in the consumer discretionary sector, notably in the hotels, restaurants & leisure industry. In the real estate sector, security selection in the real estate management & development industry hindered performance. Another meaningful detractor included security selection in the industrials sector, particularly in the aerospace & defense industry. Click to enlarge Further insight U.S. equities enter 2026 with strong momentum after another standout year. Despite questions about enthusiasm driven by artificial intelligence (AI) and global performance dispersion, the macroeconomic backdrop remains supportive, with Federal Reserve interest rate cuts, resilient consumers, upgraded growth forecasts, and policy tailwinds boosting competitiveness. Earnings revisions favor U.S. companies, and leadership is broadening beyond the so...
FactSet Research Systems press release ( FDS ): Q2 Non-GAAP EPS of $4.46 beats by $0.08 . Revenue of $611M (+7.1% Y/Y) beats by $6.05M . Client count as of February 28, 2026 was 9,101, a net increase of 98 clients in the past three months, driven by corporate and wealth management clients. The count includes clients with ASV of $10,000 and more. User count was 241,352 as of February 28, 2026, a ne...
FactSet Research Systems press release ( FDS ): Q2 Non-GAAP EPS of $4.46 beats by $0.08 . Revenue of $611M (+7.1% Y/Y) beats by $6.05M . Client count as of February 28, 2026 was 9,101, a net increase of 98 clients in the past three months, driven by corporate and wealth management clients. The count includes clients with ASV of $10,000 and more. User count was 241,352 as of February 28, 2026, a net increase of 1,489 users in the past three months, driven by an increase in wealth management and dealmakers users. Annual ASV retention was greater than 95% as of February 28, 2026. When expressed as a percentage of clients, annual retention was 91% as of February 28, 2026. Employee headcount was 12,840 as of February 28, 2026, up 1.9% over the last 12 months, with the increase primarily in the content and technology groups. FactSet's centers of excellence account for approximately 68% of the Company's employees. Organic ASV was $2,449.1 million at February 28, 2026, up 6.7% year over year. Fiscal 2026 guidance updated. Expected organic ASV growth of $130 million to $160 million (approximately 5.4% to 6.7%), GAAP revenues in the range of $2,450 million to $2,470 million, GAAP diluted EPS in the range of $14.85 to $15.35, and adjusted diluted EPS in the range of $17.25 to $17.75. More on FactSet Research Systems The AI Panic Is Mispricing FactSet FactSet Research Systems: Value Over The AI Horizon FactSet: Buy The Drop On This Moat-Worthy Stock FactSet Research Systems Q2 2026 Earnings Preview FactSet announces significant expansion of AI capabilities
Olekcii Mach/iStock via Getty Images By Ewa Manthey, Commodities Strategist and Warren Patterson, Head of Commodities Strategy Oil edged lower Tuesday morning after the Wall Street Journal reported that US President Donald Trump told aides he would be willing to end the military campaign in Iran even if the Strait of Hormuz remains largely closed Energy – Oil eases as report suggests war could end...
Olekcii Mach/iStock via Getty Images By Ewa Manthey, Commodities Strategist and Warren Patterson, Head of Commodities Strategy Oil edged lower Tuesday morning after the Wall Street Journal reported that US President Donald Trump told aides he would be willing to end the military campaign in Iran even if the Strait of Hormuz remains largely closed Energy – Oil eases as report suggests war could end without Hormuz reopening Oil edged lower Tuesday morning after the Wall Street Journal reported that US President Donald Trump told aides he would be willing to end the military campaign in Iran even if the Strait of Hormuz remains largely closed. The pullback came despite another Iranian attack on a tanker in the Persian Gulf, with Brent trading around $107 a barrel in early trade. On Monday, President Trump said a deal to end hostilities remains possible. He also threatened potential attacks on Iran’s energy infrastructure, including the Kharg Island export terminal. Despite pulling back, Brent is on track for a record monthly gain, with prices up around 60% in March. The US benchmark is up more than 50% in March after closing yesterday above $100 a barrel for the first time since July 2022. Crude opened the week higher after Iran‑backed Houthi militants in Yemen entered the conflict and additional US troops arrived in the region, raising concerns over shipping disruptions. The risk to the Bab-el-Mandeb Strait – a critical chokepoint linking the Red Sea to global markets – has resurfaced, with the Houthis having previously shut the Red Sea to most Western shippers after war in Gaza began in 2023. Meanwhile, Iran has moved to formalise its control over the Strait of Hormuz, restricting vessel movements while allowing limited traffic, including ships from Pakistan, Thailand and Malaysia. Two state-owned Chinese container ships were also trying to exit Hormuz on Monday. A toll or selective access through Hormuz would keep a persistent risk premium in oil, as flows could be ...
PM Images/DigitalVision via Getty Images The U.S. dollar ( DXY ) is on track to record its strongest monthly gain since 2024 in March, as escalating tensions surrounding the Iran war drove a sharp shift in global capital flows toward safe-haven assets. The rally reflects a classic risk-off response, with investors seeking liquidity and stability amid rising uncertainty. The conflict, involving Ira...
PM Images/DigitalVision via Getty Images The U.S. dollar ( DXY ) is on track to record its strongest monthly gain since 2024 in March, as escalating tensions surrounding the Iran war drove a sharp shift in global capital flows toward safe-haven assets. The rally reflects a classic risk-off response, with investors seeking liquidity and stability amid rising uncertainty. The conflict, involving Iran and key U.S. allies in the Middle East, has triggered concerns over energy supply disruptions, sending oil prices higher and complicating the global inflation outlook. In turn, this has reinforced demand for the dollar and strengthened its hold as a safe haven bet. Currency markets have reacted decisively. The euro and yen have weakened over the month, while several emerging market currencies have come under pressure, highlighting the scale of defensive positioning. The dollar’s strength has also been supported by shifting expectations around U.S. monetary policy, with investors reassessing the pace of potential rate cuts in light of renewed inflation risks tied to higher crude prices. While the trajectory of the conflict remains uncertain, March has reinforced one consistent pattern: in times of geopolitical upheaval, the dollar retains its dominance as the world’s primary financial refuge. At the time of writing, DXY was up 0.03% to $100.54. Here is a chart of DXY's one-month performance as compared to the SP500 Seeking Alpha More on U.S. Dollar Is The War Really Reaching Its End? Assets Bounce Despite Oil Rally - Market Check Is This A Major Market Top? Energy Shock, Rising Rates, And Weakening Internals Global Economy Faces Crossroads As Pentagon Preps Ground Assault Dollar edges higher on safe-haven demand amid Middle East tensions: Currency Recap US dollar emerges as primary safe haven as FX markets turn ‘very anxious’ – strategist
TD SYNNEX press release ( SNX ): Q1 Non-GAAP EPS of $4.73 beats by $1.42 . Revenue of $17.16B (+18.1% Y/Y) beats by $1.55B . Non-GAAP gross billings (1) of $25.8 billion, an increase of 24.4% year over year and significantly above the high end of our outlook. On a constant currency (1) basis, non-GAAP gross billings (1) increased by 19.9% year over year. Announced a quarterly cash dividend of $0.4...
TD SYNNEX press release ( SNX ): Q1 Non-GAAP EPS of $4.73 beats by $1.42 . Revenue of $17.16B (+18.1% Y/Y) beats by $1.55B . Non-GAAP gross billings (1) of $25.8 billion, an increase of 24.4% year over year and significantly above the high end of our outlook. On a constant currency (1) basis, non-GAAP gross billings (1) increased by 19.9% year over year. Announced a quarterly cash dividend of $0.48 per common share, up 9% year over year. Fiscal 2026 Second Quarter Outlook The following statements are based on TD SYNNEX’s current expectations for the fiscal 2026 second quarter. These statements are forward-looking and actual results may differ materially. Non-GAAP gross billings (1) include the impact of costs incurred and netted against revenue related to sales of third-party supplier service contracts, software as a service arrangements and certain fulfillment contracts, and the remaining non-GAAP financial measures exclude the impact of amortization of intangible assets, share-based compensation, and the related tax effects thereon. Q2 2026 Outlook Revenue $16.1 - $16.9 billion vs. consnesus of $ 15.84B Non-GAAP gross billings (1) $24.6 - $25.6 billion Net income $234 - $274 million Non-GAAP net income (1) $302 - $342 million Diluted earnings per share $2.90 - $3.40 Non-GAAP diluted earnings per share (1) $3.75 - $4.25 vs. consnesus of $3.45 Estimated outstanding diluted weighted average shares 79.8 million Click to enlarge More on TD SYNNEX TD SYNNEX: Undervalued With Strong Total Return Potential TD Synnex: Setup Remains Very Attractive TD SYNNEX Corporation 2025 Q4 - Results - Earnings Call Presentation TD SYNNEX Q1 2026 Earnings Preview NetApp initiated with Buy, while HP sees rating cut to Sell at Goldman