VerifyMe ( VRME ) and blockchain infrastructure firm Open World signed an agreement and plan of merger to combine operations. The merged company aims to become a leading infrastructure provider in digital assets and real-world asset tokenization. The combined platform will focus on token listings, regulated digital asset infrastructure, enterprise-grade compliance, and institutional RWA tokenizati...
VerifyMe ( VRME ) and blockchain infrastructure firm Open World signed an agreement and plan of merger to combine operations. The merged company aims to become a leading infrastructure provider in digital assets and real-world asset tokenization. The combined platform will focus on token listings, regulated digital asset infrastructure, enterprise-grade compliance, and institutional RWA tokenization across multiple jurisdictions. Upon closing, the combined company is expected to list on Nasdaq under a new ticker symbol. SEC and Nasdaq filings, along with shareholder approvals, are anticipated by the second quarter of 2026. Both companies’ boards unanimously approved the merger agreement. VerifyMe’s board also approved the termination of its at-the-market equity program in connection with the proposed transaction. VRME shares up 21% premarket. More on VerifyMe VerifyMe, Inc. 2025 Q3 - Results - Earnings Call Presentation VerifyMe, Inc. (VRME) Q3 2025 Earnings Call Transcript VerifyMe signals Q4 and Q1 revenue transition impact as new shipping partnership advances Seeking Alpha’s Quant Rating on VerifyMe Historical earnings data for VerifyMe
Such a paltry move, in the wake of a surprisingly strong U.S. monthly jobs report that hammered bets on Federal Reserve rate cuts, suggests a market that continues to search for direction. While an “unchanged” session for the benchmark is rare enough to have only occurred around 10 times over the past four decades, it has happened four times over the past five months and started when the S&P 500 b...
Such a paltry move, in the wake of a surprisingly strong U.S. monthly jobs report that hammered bets on Federal Reserve rate cuts, suggests a market that continues to search for direction. While an “unchanged” session for the benchmark is rare enough to have only occurred around 10 times over the past four decades, it has happened four times over the past five months and started when the S&P 500 began testing the 7000-point mark. The S&P 500 rose to 6000 from 5000 in just 276 days, but it’s now 458 days and counting in terms of closing north of 7000.
(RTTNews) - Zoetis Inc. (ZTS), a manufacturer of animal health medicines, Thursday reported higher earnings and revenue for the fourth quarter compared to the same period last year.
(RTTNews) - Zoetis Inc. (ZTS), a manufacturer of animal health medicines, Thursday reported higher earnings and revenue for the fourth quarter compared to the same period last year.
UBS Identifies When Humanoid Robots Will Invade Factory Floors Humanoid robots are getting their " brains " this year, enabling them to walk factory floors and warehouses and complete repeatable tasks previously handled by humans. We've assessed that the greater risk is dual use: these bots are likely to move beyond industrial settings to modern battlefields. We lean on UBS analysts led by Phyllis...
UBS Identifies When Humanoid Robots Will Invade Factory Floors Humanoid robots are getting their " brains " this year, enabling them to walk factory floors and warehouses and complete repeatable tasks previously handled by humans. We've assessed that the greater risk is dual use: these bots are likely to move beyond industrial settings to modern battlefields. We lean on UBS analysts led by Phyllis Wang for added color on the global humanoid robotics landscape, and the core takeaway is that global shipments are about to ramp up, setting the stage for materially higher penetration as industrial use cases move from demos to real workloads. "For 2026, our base case forecast for global humanoid robot demand is 30,000 units. Regardless of total output in 2026, we expect a small proportion of robots which can complete simple tasks autonomously outside entertainment and robot training scenarios, given the gap between robot intelligence and customer needs," Wang told earlier this week. He continued, "We flag upside risk to our 2027-28 demand forecasts if robots used in industrial settings make significant progress. While humanoid products are still evolving, several leading OEMs are planning and deploying production capacity." "Tesla plans to build a 1m unit Optimus robot production line with production starting at end-2026. UBTECH plans a production capacity of 10,000 units this year, while Boston Dynamics (BD) plans a 30,000 unit capacity in 2028 for its Atlas robot," he added. Wang noted that 2025 humanoid robot shipments totaled about 18,600 units, with most shipped by Chinese robotics companies, including roughly 5,000 units each from Unitree and AgiBot, for a combined total of about 10,000. 2025 Shipments by company Wang marks 2026 as the year humanoid robot shipments begin to ramp up. The surge comes in the 2027-28 timeframe. Here's more about his forecast: We maintain our 2026 demand forecast, but flag upside risks We maintain our global demand forecast of 30,000 hum...
Constellation Energy (NASDAQ: CEG) sits at the center of the AI-driven power boom as Big Tech locks in long-term nuclear energy contracts. With federal support growing and demand surging, the recent pullback may offer a compelling long-term entry for patient investors.
Constellation Energy (NASDAQ: CEG) sits at the center of the AI-driven power boom as Big Tech locks in long-term nuclear energy contracts. With federal support growing and demand surging, the recent pullback may offer a compelling long-term entry for patient investors.
Hailshadow BridgeBio Pharma ( BBIO ) added ~13% in the premarket on Thursday after the company reported success in a pivotal Phase 3 trial for infigratinib, its experimental therapy for a form of dwarfism called achondroplasia. Based on topline data, the Palo Alto, California-based biotech said that its PROPEL 3 for oral infigratinib met the primary endpoint related to a clinical metric called ann...
Hailshadow BridgeBio Pharma ( BBIO ) added ~13% in the premarket on Thursday after the company reported success in a pivotal Phase 3 trial for infigratinib, its experimental therapy for a form of dwarfism called achondroplasia. Based on topline data, the Palo Alto, California-based biotech said that its PROPEL 3 for oral infigratinib met the primary endpoint related to a clinical metric called annualized height velocity (AAV) over 52 weeks. The global trial for children with achondroplasia also reached several key secondary endpoints, including a change in height Z-score (achondroplasia reference population) from baseline to Week 52. As for tolerability, there were no trial discontinuations or serious adverse events related to the drug. The company intends to meet with regulators to discuss plans to file a New Drug Application and Marketing Authorization Application for infigratinib in H2 2026, seeking approval for the drug in the U.S. and EU, respectively. Given the efficacy seen in PROPEL 3, BridgeBio ( BBIO ) added that it will expedite the development of oral infigratinib for hypochondroplasia, a form of genetically driven dwarfism, with enrollments for an observational run-in for a Phase 3 trial ongoing. More on BridgeBio Pharma BridgeBio: Initiating At A Neutral Rating, Stock Priced At Perfection BridgeBio Pharma, Inc. (BBIO) Presents at 44th Annual J.P. Morgan Healthcare Conference Prepared Remarks Transcript BridgeBio Pharma, Inc. (BBIO) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow BridgeBio Pharma prices $550M convertible bond offering BridgeBio plans $550M convertible notes offering due 2033
Studio City International press release ( MSC ): Q4 GAAP EPS of -$0.11. Revenue of $160.3M (+4.8% Y/Y). The increase was primarily attributable to better performance in mass market table games operations leading to an increase in revenue from casino contract and higher non-gaming revenues. More on Studio City International Seeking Alpha’s Quant Rating on Studio City International Financial informa...
Studio City International press release ( MSC ): Q4 GAAP EPS of -$0.11. Revenue of $160.3M (+4.8% Y/Y). The increase was primarily attributable to better performance in mass market table games operations leading to an increase in revenue from casino contract and higher non-gaming revenues. More on Studio City International Seeking Alpha’s Quant Rating on Studio City International Financial information for Studio City International
MichaelJay/iStock via Getty Images CRWV Stock: FQ4 earnings expected on Feb. 26 CoreWeave, Inc. ( CRWV ) share prices have fallen significantly lately and may tempt some investors to do some bottom fishing here. If you feel this way, then this article is for you. My goal in this article is to A) caution investors about many red flags I am seeing with the stock under current conditions and thus B) ...
MichaelJay/iStock via Getty Images CRWV Stock: FQ4 earnings expected on Feb. 26 CoreWeave, Inc. ( CRWV ) share prices have fallen significantly lately and may tempt some investors to do some bottom fishing here. If you feel this way, then this article is for you. My goal in this article is to A) caution investors about many red flags I am seeing with the stock under current conditions and thus B) urge potential investors to stay on the sideline till the company provides more clarity on these issues in its upcoming FQ4 earnings report (ER) scheduled on Feb. 26 (see the snapshot below for more details). Seeking Alpha In the remaining sections of this article, I will detail the top concerns on my list, including debt increase, funding sustainability, high valuation risks, and also competition intensification, judging by the FQ4 updates provided by hyperscalers (some of which are CRWV’s patterners and some of its competitors). These confluences of financial and operational risks warrant extreme investor caution, in my view, as detailed below. CRWV’s funding sustainability brought into question Reading its recent financial statements, I have become quite concerned over the company’s funding and debt levels. I suspect the situation will become worse in FQ4 and will keep pressuring the share prices even more after the release of FQ4 ER. As all potential investors already know, one of CRWV’s largest customers is OpenAI, which has recently attracted questions about its funding roadmap. OpenAI is yet to find a sustainably profitable business model in my view but has been in constant need of extremely high capital requirements to build out artificial intelligence infrastructure thus far. With CRWV’s high degree of reliance on OpenAI, my concern for CRWV's funding sustainability is even higher than for OpenAI. Here I will cite a few figures to illustrate my concern. As you can see from its balance sheet below, in just the past three months, CoreWeave has added almost $3 billion...
Devrimb/iStock via Getty Images BYD Company Limited ( BYDDF ) ( BYDDY ) and Geely are among a small group in the final round of bidding to acquire the Nissan ( NSANY )–Mercedes-Benz ( MBGAF ) cooperation manufacturing plant in Aguascalientes, Mexico, which currently builds the Mercedes-Benz GLB and previously assembled Infiniti models. The plant is currently being wound down as Mercedes-Benz ( MBG...
Devrimb/iStock via Getty Images BYD Company Limited ( BYDDF ) ( BYDDY ) and Geely are among a small group in the final round of bidding to acquire the Nissan ( NSANY )–Mercedes-Benz ( MBGAF ) cooperation manufacturing plant in Aguascalientes, Mexico, which currently builds the Mercedes-Benz GLB and previously assembled Infiniti models. The plant is currently being wound down as Mercedes-Benz ( MBGAF ) shifts GLB production to Hungary and Nissan (NSNAY) exits low-volume Infiniti crossovers at the site. The plant has a capacity of around 230,000 vehicles per year, according to Reuters, which would give either Chinese automaker an immediately operational export hub with existing logistics links to serve Mexico and wider Latin America. Mexican federal officials have quietly tried to slow down traction for new Chinese auto investments because of U.S. pressure and looming USMCA reviews. However, state-level authorities remain generally supportive of the Chinese capital due to the job potential. For BYD ( BYDDF ) ( BYDDY ) or Geely, securing the Aguascalientes location would accelerate regional strategy by adding North American production capacity without the long lead times, capex, and political visibility of a greenfield plant, while still positioning them close to the U.S. market even if initial output targets Mexico and Latin America rather than direct U.S. exports. The strategic upside includes diversification away from China-based production amid tariffs, which is considered a hedge versus Brazil- or Europe-focused capacity. For Mercedes-Benz ( MBGAF ) and Nissan ( NSANY ), a sale would help rationalize global manufacturing footprints by shuttering an underutilized joint-venture site tied to discontinued or relocated models, which could then free up capital for higher-margin programs. More on BYD and Geely BYD: King Of EVs With Ambitious Overseas Expansion Plans - Reiterate Buy BYD Is A Key Part Of The World Shifting Towards BEVs BYD: Macro Challenges May Have The Up...
At some point in your career, you may feel ready to narrow down a specific retirement date. You may, for example, decide at age 57 that based on your current retirement savings balance, you'll be comfortable ending your career at 62. But it's important to be flexible with those plans, because rushing into retirement at the wrong time is a decision that could hurt you in the long run. And in some c...
At some point in your career, you may feel ready to narrow down a specific retirement date. You may, for example, decide at age 57 that based on your current retirement savings balance, you'll be comfortable ending your career at 62. But it's important to be flexible with those plans, because rushing into retirement at the wrong time is a decision that could hurt you in the long run. And in some cases, working just a bit longer could help you retire more confidently. Here are three signs that you should delay your retirement by a year. Image source: Getty Images. Continue reading
Albemarle stock dipped after earnings, but rising lithium demand, particularly from AI-driven power needs could create a compelling long-term entry point
Albemarle stock dipped after earnings, but rising lithium demand, particularly from AI-driven power needs could create a compelling long-term entry point
Advanced Drainage Systems ( WMS ) intends to offer up to $500M of senior unsecured notes due 2034 in a private placement. The notes will be guaranteed by the company’s current and future domestic subsidiaries that guarantee its senior secured credit facility. ADS plans to amend its senior secured credit facility to increase the revolving facility to $750M, raise the term loan B to $600M, and exten...
Advanced Drainage Systems ( WMS ) intends to offer up to $500M of senior unsecured notes due 2034 in a private placement. The notes will be guaranteed by the company’s current and future domestic subsidiaries that guarantee its senior secured credit facility. ADS plans to amend its senior secured credit facility to increase the revolving facility to $750M, raise the term loan B to $600M, and extend its maturity. The company intends to use proceeds from the offering and amended term loan to refinance existing credit facility debt and redeem its 5.000% senior notes due 2027. Any remaining proceeds will be used for general corporate purposes. More on Advanced Drainage Systems Advanced Drainage Systems Is Doing Great, But That Doesn't Mean Gains Deserve To Flow Advanced Drainage Systems, Inc. 2026 Q3 - Results - Earnings Call Presentation Advanced Drainage Systems, Inc. (WMS) Q3 2026 Earnings Call Transcript Advanced Drainage Systems outlines $3.015B revenue target and highlights NDS integration while expanding margin outlook Advanced Drainage Systems Non-GAAP EPS of $1.27 beats by $0.16, revenue of $2.8M misses by $682.62M
BGC Group press release ( BGC ): Q4 Non-GAAP EPS of $0.31 beats by $0.02 . Revenue of $756.4M (+32.2% Y/Y) beats by $5.53M . Adjusted EBITDA of $190.6 million, 0.8 percent lower due to charges related to the execution of the cost reduction program. Q125: Revenue consensus of $831.77M . More on BGC Group BGC Group Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on BGC Group Historical earning...
BGC Group press release ( BGC ): Q4 Non-GAAP EPS of $0.31 beats by $0.02 . Revenue of $756.4M (+32.2% Y/Y) beats by $5.53M . Adjusted EBITDA of $190.6 million, 0.8 percent lower due to charges related to the execution of the cost reduction program. Q125: Revenue consensus of $831.77M . More on BGC Group BGC Group Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on BGC Group Historical earnings data for BGC Group Dividend scorecard for BGC Group Financial information for BGC Group
AST SpaceMobile ( ASTS ) shares fell over 9% premarket on Thursday after it announced the pricing of cash repurchases totaling about $296.5M of its convertible senior notes due 2032, including $46.5M of its 4.25% notes and $250M of its 2.375% notes. The company also plans to issue about 6.3M shares of Class A common stock to noteholders participating in the repurchases through two registered direc...
AST SpaceMobile ( ASTS ) shares fell over 9% premarket on Thursday after it announced the pricing of cash repurchases totaling about $296.5M of its convertible senior notes due 2032, including $46.5M of its 4.25% notes and $250M of its 2.375% notes. The company also plans to issue about 6.3M shares of Class A common stock to noteholders participating in the repurchases through two registered direct offerings, in each case at a price of $96.92 per share in cash. With this series of transactions, AST SpaceMobile will issue around 1.15M incremental shares to the underlying shares of the existing notes being repurchased while removing ~$300M of debt from the balance sheet and ~$51.4M of remaining interest. After giving effect to the repurchases, ~$3.5M aggregate principal amount of the 4.25% convertible notes will remain outstanding and $325M of the 2.375% convertible notes will remain outstanding. In a separate announcement, AST SpaceMobile ( ASTS ) priced its previously announced private offering of $1B of 2.250% convertible senior notes due 2036. 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 AST SpaceMobile plans $1B 2036 notes offering, targets up to $300M in 2032 debt repurchases Top performing communication services stocks in the past month