Republican Senator Shelley Moore Capito said that while Congress can make improvements in immigration enforcement, the work of removing people who are in the country illegally is important and must go on. Republican Senator Shelley Moore Capito joined Balance of power to discuss Homan's comments on ICE and what this means for the looming shutdown. Trump administration is retreating from its immigr...
Republican Senator Shelley Moore Capito said that while Congress can make improvements in immigration enforcement, the work of removing people who are in the country illegally is important and must go on. Republican Senator Shelley Moore Capito joined Balance of power to discuss Homan's comments on ICE and what this means for the looming shutdown. Trump administration is retreating from its immigration-enforcement blitz in Minnesota, pulling back after more than two months of operations that left two US citizens dead, spurred massive protests and torpedoed support for one of President Donald Trump’s signature policies. (Source: Bloomberg)
In afternoon trading on Thursday, Technology & Communications stocks are the worst performing sector, showing a 2.0% loss. Within that group, Applovin Corp (Symbol: APP) and Tyler Technologies, Inc. (Symbol: TYL) are two of the day's laggards, showing a loss of 17.4% and 13.
In afternoon trading on Thursday, Technology & Communications stocks are the worst performing sector, showing a 2.0% loss. Within that group, Applovin Corp (Symbol: APP) and Tyler Technologies, Inc. (Symbol: TYL) are two of the day's laggards, showing a loss of 17.4% and 13.
Monty Rakusen/DigitalVision via Getty Images I wrote about Arcturus Therapeutics ( ARCT ) before . At the time, the company was mostly seen as a Covid vaccine play. Well, the company is no longer a Covid story. Yes, the company still has exposure to its Covid assets, and the Kostaive program will help finance the rest of the portfolio, but the focus is now on two main asset therapeutics options: A...
Monty Rakusen/DigitalVision via Getty Images I wrote about Arcturus Therapeutics ( ARCT ) before . At the time, the company was mostly seen as a Covid vaccine play. Well, the company is no longer a Covid story. Yes, the company still has exposure to its Covid assets, and the Kostaive program will help finance the rest of the portfolio, but the focus is now on two main asset therapeutics options: ARCT-032 (cystic fibrosis) and ARCT-810 (OTC deficiency). We can boil down Arcturus as a “two shot biotech program” priced like a busted story, but with decent cash runway to keep swinging until 2028 . I look at the Kostaive program more as a support asset that will generate some recurring cash going forward, since the company still holds 40% of the net profits of the program. Nevertheless, we should not assume the program alone will finance the company. Arcturus is best seen as an offset to dilution with a free call option on two interesting programs. The reset If you have followed my pieces on this stock, you will know that the company has done a wonderful job so far in protecting its balance sheet while spending the necessary cash to develop its therapy pipeline. The company did so through partnerships, especially in the Covid vaccine program, by adopting a payment schedule tied to R&D milestones. This has conserved cash runway without too much dilution (mainly SBC). During the first half of 2025, the story for the company seemed solid, with the Kostaive program serving as a proof-of-concept and bringing in some cash, while retaining optionality on the rest of the pipeline. The troubles for the company emerged after reporting interim results for ARCT-032 (mRNA CF therapy), with the results casting doubts over the therapy's success. Arcturus Thesis Pillar #1: ARCT-032 (cystic fibrosis) ARCT-032 is an inhaled therapy that delivers CFTR mRNA to the lungs. The interim phase II reports that the drug was “generally safe and well-tolerated” and found mucus reduction in 4 out of ...
The best performing sector as of midday Thursday is the Utilities sector, higher by 2.1%. Within that group, Exelon Corp (Symbol: EXC) and American Electric Power Co Inc (Symbol: AEP) are two of the day's stand-outs, showing a gain of 7.1% and 4.7%, respectively. Among utilitie
The best performing sector as of midday Thursday is the Utilities sector, higher by 2.1%. Within that group, Exelon Corp (Symbol: EXC) and American Electric Power Co Inc (Symbol: AEP) are two of the day's stand-outs, showing a gain of 7.1% and 4.7%, respectively. Among utilitie
Environmental Protection Agency Administrator Lee Zeldin talks to residents and small business owners impacted by the Palisades Fire on Feb. 4, 2026 in Pacific Palisades, California. Mario Tama | Getty Images News | Getty Images The Trump administration repealed a key defense in the U.S. fight against climate change — and it will likely have far-reaching impacts on people's finances, according to ...
Environmental Protection Agency Administrator Lee Zeldin talks to residents and small business owners impacted by the Palisades Fire on Feb. 4, 2026 in Pacific Palisades, California. Mario Tama | Getty Images News | Getty Images The Trump administration repealed a key defense in the U.S. fight against climate change — and it will likely have far-reaching impacts on people's finances, according to experts on the economic effects of global warming. The Environmental Protection Agency on Thursday overturned the "endangerment finding," a cornerstone of U.S. climate policy since the Obama era. The finding underpins the federal government's legal authority to regulate greenhouse gas emissions, which trap heat in the atmosphere and warm the planet . Experts have said the change is the Trump administration's most aggressive move yet to hobble U.S. climate policy. Repealing the endangerment finding leaves the U.S. with fewer ways to curb emissions and increases Americans' exposure to climate damages, Chris Field, director of the Woods Institute for the Environment at Stanford University, said in a September briefing . President Donald Trump has called climate change a " con job " and a " hoax ." But scientists almost universally agree that climate change is real and mainly caused by humans via greenhouse gas emissions. An aerial view of construction of new ski trails and a ski lift on Feb. 08, 2026 in Park City, Utah. A snow drought and warmer weather across Utah and much of the Western United States has resulted in Utah receiving only around one-third of its normal early February snowpack. Mario Tama | Getty Images News | Getty Images A warming climate will fuel more extreme weather and events like wildfires , floods, droughts and hurricanes, experts said. These can have profound financial impacts for households , including higher costs for insurance, relocation, home repair, health care, food, and electricity to heat and cool homes, experts said. Workers may also see small...
Tesla Inc. (NASDAQ:TSLA) will reportedly charge $300,000 for the Semi Long-Range trim level ahead of 2026 deliveries. $260,000 For Standard Trim, $300,000 For The Long Range Semi The automaker will retail the Standard trim with 325 miles of range for $260,000 in addition to the $300,000 price tag for the Long-Range trim, Electrek reported on Tuesday. Don't Miss: Missed Nvidia and Tesla? RAD Intel ...
Tesla Inc. (NASDAQ:TSLA) will reportedly charge $300,000 for the Semi Long-Range trim level ahead of 2026 deliveries. $260,000 For Standard Trim, $300,000 For The Long Range Semi The automaker will retail the Standard trim with 325 miles of range for $260,000 in addition to the $300,000 price tag for the Long-Range trim, Electrek reported on Tuesday. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Before the IPO: How One Company Quietly Locked
cdesigner38/iStock via Getty Images Financial stress is accelerating beyond previous records, according to the National Foundation for Credit Counseling (or NFCC), which released its Q1 2026 Financial Stress forecast . After returning to a peak of 6.5 in Q4 2025, the NFCC forecasts stress will climb to a new historic high of 6.8 in the first quarter of 2026. The Federal Reserve’s report confirmed ...
cdesigner38/iStock via Getty Images Financial stress is accelerating beyond previous records, according to the National Foundation for Credit Counseling (or NFCC), which released its Q1 2026 Financial Stress forecast . After returning to a peak of 6.5 in Q4 2025, the NFCC forecasts stress will climb to a new historic high of 6.8 in the first quarter of 2026. The Federal Reserve’s report confirmed that total household debt has swelled to $18.8T, but the NFCC’s data suggests the situation is even more dire. According to the NFCC, an increasing number of counseled consumers are “technically insolvent”—they have income, but “no remaining disposable cash flow to fund a more affordably structured repayment plan after covering basic necessities.” “The Fed’s data tells us who missed a payment yesterday; our forecast of 6.8 tells us who is going to hit the wall tomorrow,” said Mike Croxson, CEO of the NFCC. “We are seeing a disturbing shift from discretionary debt to survival debt. When the financial buffer runs out, the climb in stress isn’t gradual. It’s vertical.” Key insights from the NFCC forecast reveal troubling patterns in household finances. The Financial Stress Forecast held at 6.6 for three consecutive quarters—a sign, the NFCC notes, that “high financial stress has become the new normal for middle-income households.” The organization also identified a “functional tightening” of credit, explaining that high interest rates and inflation “have raised the barrier to entry so high that distressed borrowers are being priced out of the lifelines they need most.” The NFCC’s report also highlights what it calls “invisible distress” that traditional credit reports miss entirely. According to the forecast, traditional credit reporting models fail to capture the full picture because consumers are “prioritizing credit card payments over other obligations to maintain liquidity, masking their true financial fragility until the moment of default.” The NFCC Financial Stress Forec...
Shares of Monday.com (NASDAQ: MNDY) got slammed earlier this week after the software company pulled its 2027 targets due to volatility in demand from small businesses and rapid changes in the AI industry. As investors grow increasingly concerned that AI poses a major threat to the software industry, Monday.com's shares are being severely punished . While there's a lot of uncertainty about Monday.c...
Shares of Monday.com (NASDAQ: MNDY) got slammed earlier this week after the software company pulled its 2027 targets due to volatility in demand from small businesses and rapid changes in the AI industry. As investors grow increasingly concerned that AI poses a major threat to the software industry, Monday.com's shares are being severely punished . While there's a lot of uncertainty about Monday.com's future, the company's recently launched AI vibe coding tool is putting up some incredible numbers. AI is still a threat, but it's also a clear opportunity for the project management and workflow automation platform. Image source: Getty Images. Continue reading
Image source: The Motley Fool. Thursday, February 12, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Thursday, February 12, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
HT Ganzo/iStock via Getty Images In the world of commodities, producers tend to do best during bull markets and suffer when the prices of the ores they extract from the Earth’s crust decline. While uranium does not actively trade on futures markets in the United States or Europe, it is becoming as critical a metal as the nonferrous metals traded on the London Metals Exchange and the precious metal...
HT Ganzo/iStock via Getty Images In the world of commodities, producers tend to do best during bull markets and suffer when the prices of the ores they extract from the Earth’s crust decline. While uranium does not actively trade on futures markets in the United States or Europe, it is becoming as critical a metal as the nonferrous metals traded on the London Metals Exchange and the precious metals traded on the CME’s COMEX and NYMEX divisions. Most metal prices have moved significantly higher over the past few years, and uranium ( UXA:COM ) is no exception. The Sprott Junior Uranium Miners ETF ( URNJ ) could have substantial upside potential, as technical and fundamental factors remain bullish in February 2026. Uranium is an Energy Commodity Uranium is primarily an energy commodity, used to power nuclear power plants. However, it is a multipurpose commodity: it is a critical ingredient in nuclear reactors that power naval propulsion and the primary material for the cores of nuclear warheads. Uranium’s extreme density, approximately 70% higher than lead’s, makes depleted uranium ideal for use in armor-piercing projectiles and protective tank plating. AI Infrastructure and Military Spending Requirements Are Bullish The quest for green energy and growing demand for AI power are driving up nuclear power demand. Moreover, the bifurcation of the world’s nuclear powers, Russia’s war against Ukraine, NATO’s military buildup, China’s plans for reunification with Taiwan, Iran’s quest for enriched uranium for nuclear weapons, and increasing U.S. military spending are a potent combination of factors that are increasing the demand for uranium production. Cameco is a Leading Uranium Producer - Its Share and Uranium Prices Are Trending Higher The world’s leading uranium producers are: The Leading Uranium-Producing Countries (World Nuclear Association) While Kazakhstan leads the world in uranium production, Canada ranks second, with nearly twice Namibia's production in 2014. The t...
Hiroshi Watanabe/DigitalVision via Getty Images Market Review With 2026 underway, a few factors are readily apparent across the global fixed income markets: the slow-going bull market remains in the sweet spot; attractive yield levels should continue to accrue into solid returns over the intermediate to longer term; and the unusual geopolitical backdrop and asynchronous central bank cycles should ...
Hiroshi Watanabe/DigitalVision via Getty Images Market Review With 2026 underway, a few factors are readily apparent across the global fixed income markets: the slow-going bull market remains in the sweet spot; attractive yield levels should continue to accrue into solid returns over the intermediate to longer term; and the unusual geopolitical backdrop and asynchronous central bank cycles should continue to create opportunities to add value through active management. Although events like Q1's tariff unveiling and accompanying market swoon created bumps along the way, the ongoing economic expansion with moderate growth and inflation has kept yields generally high and range bound—an environment where the highest-yielding sectors continued to post the highest returns. Although excess returns from spread products were once again positive in 2025—as they have been throughout the three years of the bull market—they were more muted. Spreads are narrower, and the bulk of the capital gains potential from narrowing spreads is well behind us at this point of the cycle. Thanks to the positive yield curve and a slight drop in yields, Treasuries finally outperformed cash and joined the bull market last year. Two prevailing themes from late 2025—renewed divergence across global monetary policy rates and the repricing of term premia—will likely remain at play within developed market rate complexes with 2026 underway. So, while we expect a smaller return contribution from spread product going forward, long-term fixed income should pick up a tailwind from the yield advantage and roll down benefits provided by the newly positive yield curves. In the U.S., the Fed's 25 bp rate cut in December carried a dovish tone, leading to a bull steepening along the curve with only slight movement in the 10-year yield. The narrow move on the 10-year underscored its prevailing low-volatility, range-bound conditions throughout 2025. The low-volatility conditions in the U.S. were further amplified by...
Earnings Call Insights: Affiliated Managers Group, Inc. (AMG) (AMG) Q4 2025 Management View Jay Horgen, CEO & Director, reported "outstanding results in 2025, one of the strongest years in our company's history, with record annual economic earnings per share and substantial organic growth, including record net inflows and alternative strategies." He highlighted $26.05 in full year economic earning...
Earnings Call Insights: Affiliated Managers Group, Inc. (AMG) (AMG) Q4 2025 Management View Jay Horgen, CEO & Director, reported "outstanding results in 2025, one of the strongest years in our company's history, with record annual economic earnings per share and substantial organic growth, including record net inflows and alternative strategies." He highlighted $26.05 in full year economic earnings per share, a 22% increase year-over-year, and approximately $29 billion in annual net client cash flows, with an organic growth rate of 4%. Horgen announced AMG added approximately $97 billion in alternative assets under management in 2025, a 35% increase, alongside $700 million in share repurchases, representing 11% of shares outstanding. He detailed more than $1 billion allocated in capital across five new investments and highlighted a new partnership with HighBrook, as well as an incremental minority investment in Garda. Horgen stated, "Both investments are consistent with our strategy and are expected to be accretive to our earnings in 2026." A management transition was disclosed, with Tom Wojcik, President & COO, announcing his departure. Horgen acknowledged Wojcik's contributions, stating, "Tom has informed us that he is ready to take a next step in his career and will leave AMG to pursue other leadership opportunities." Dava Ritchea, CFO, stated, "In the fourth quarter, we reported adjusted EBITDA of $378 million, which grew 34% year-over-year and included $125 million in net performance fee earnings." She emphasized strong share repurchases, capital deployment, and a simplified balance sheet following refinancing activities. Outlook Ritchea shared first quarter 2026 guidance: "We expect adjusted EBITDA to be in the range of $310 million to $330 million based on current AUM levels, reflecting our market blend, which was up 3% quarter-to-date as of February 11 and including net performance fees of $40 million to $60 million." Guidance for first quarter economic earn...