SEATTLE, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Trupanion, Inc. (Nasdaq: TRUP), a leading provider of medical insurance for cats and dogs, today announced financial results for the fourth quarter and full year ended December 31, 2025.
SEATTLE, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Trupanion, Inc. (Nasdaq: TRUP), a leading provider of medical insurance for cats and dogs, today announced financial results for the fourth quarter and full year ended December 31, 2025.
The Meta Platforms, Inc. (Nasdaq: META) board of directors today declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on March 26, 2026 to stockholders of record as of the close of business on March 16, 2026.
The Meta Platforms, Inc. (Nasdaq: META) board of directors today declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on March 26, 2026 to stockholders of record as of the close of business on March 16, 2026.
SANTA CLARA, Calif., February 12, 2026--Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its fourth quarter and the full year ended December 31, 2025.
SANTA CLARA, Calif., February 12, 2026--Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its fourth quarter and the full year ended December 31, 2025.
Knighterrant/E+ via Getty Images Since my last Microsoft ( MSFT ) analysis , in which I issued a conservative Hold rating, the stock has declined by -18% in price. The stock is down over -20% from its all-time high. As a result, I recently initiated a starter tranche, currently holding the position at about 2.5% of NAV, with plans to scale on any further, prolonged weakness that may emerge. The qu...
Knighterrant/E+ via Getty Images Since my last Microsoft ( MSFT ) analysis , in which I issued a conservative Hold rating, the stock has declined by -18% in price. The stock is down over -20% from its all-time high. As a result, I recently initiated a starter tranche, currently holding the position at about 2.5% of NAV, with plans to scale on any further, prolonged weakness that may emerge. The question on every Microsoft investor's mind amid the recent sell-off is whether AI is making the business model more capital-intensive without bringing an adequate rise in long-term cash flows. Furthermore, is AI demand and pricing power already deteriorating? Investment Position At the last earnings report , Microsoft noted that the gross margin percentage decreased slightly due to AI infrastructure investment and rising AI usage. It's not surprising, given that capital expenditures were $37.5B in the quarter , with roughly two-thirds of that going to short-lived assets, primarily GPUs and CPUs. Even so, cash flow from operations was up by +60% year-over-year, to $35.8B, which was driven by strong cloud billings and collections. Even amid such a heavy AI spending environment, management has been trying to take care of shareholders; even though free cash flow of $5.9B was down sequentially and significantly stunted from AI capex over long-term history, $12.7B was returned via dividends and repurchases in the quarter, which is a +32% year-over-year growth in capital return. Evidently, cash flows are being pushed out by AI infrastructure buildout, but the company is also developing a remarkably strong moat that is being unfairly discounted amid the present "SaaS-fragility" narrative. In my opinion, MSFT's sell-off is a valuation reset hinged on AI cost absorption and growth normalization instead of deteriorating demand. MSFT may therefore very well be an anchor for the broader software multiple repricing; I don't see any significant long-term structural weakness here. Commercia...
The United States has issued a warning that Peru risks eroding its sovereignty after a court ruling limited state oversight of a Chinese-controlled megaport, prompting a sharp rebuke from Beijing and intensifying geopolitical tensions over a strategic hub on South America’s Pacific coast. The dispute centres on the Port of Chancay, a US$1.3 billion deep water facility located about 80 kilometres (...
The United States has issued a warning that Peru risks eroding its sovereignty after a court ruling limited state oversight of a Chinese-controlled megaport, prompting a sharp rebuke from Beijing and intensifying geopolitical tensions over a strategic hub on South America’s Pacific coast. The dispute centres on the Port of Chancay, a US$1.3 billion deep water facility located about 80 kilometres (50 miles) north of Lima and majority owned by China’s state-run shipping giant Cosco Shipping...
In a widely expected move, the Environmental Protection Agency has announced that it is revoking an analysis of greenhouse gases that laid the foundation for regulating their emissions by cars, power plants, and industrial sources. The analysis, called an endangerment finding, was initially ordered by the US Supreme Court in 2007 and completed during the Obama administration; it has, in theory, se...
In a widely expected move, the Environmental Protection Agency has announced that it is revoking an analysis of greenhouse gases that laid the foundation for regulating their emissions by cars, power plants, and industrial sources. The analysis, called an endangerment finding, was initially ordered by the US Supreme Court in 2007 and completed during the Obama administration; it has, in theory, served as the basis of all government regulations of carbon dioxide emissions since. In practice, lawsuits and policy changes between Democratic and Republican administrations have meant it has had little impact. In fact, the first Trump administration left the endangerment finding in place, deciding it was easier to respond to it with weak regulations than it was to challenge its scientific foundations, given the strength of the evidence for human-driven climate change. Legal tactics The second Trump administration, however, was prepared to tackle the science head-on, gathering a group of contrarians to write a report questioning that evidence. It did not go well, either scientifically or legally . Read full article Comments
hapabapa/iStock Editorial via Getty Images Quite a lot of time has passed since I first covered the NEOS Nasdaq-100 High Income ETF ( QQQI ) back on September 19, 2024. It's about time I gave an update and expressed whether anything has changed. I had originally given QQQI a Buy rating due to a more flexible, out-of-the-money ("OTM") call selling strategy that would allow the fund to outperform mo...
hapabapa/iStock Editorial via Getty Images Quite a lot of time has passed since I first covered the NEOS Nasdaq-100 High Income ETF ( QQQI ) back on September 19, 2024. It's about time I gave an update and expressed whether anything has changed. I had originally given QQQI a Buy rating due to a more flexible, out-of-the-money ("OTM") call selling strategy that would allow the fund to outperform more static counterparts while delivering attractive double-digit payouts. Since my initial coverage, QQQI has shown to deliver those results. Total returns have been superior to most monthly NASDAQ 100 covered call funds while offering large payouts consistently yielding around 14% since January 2024. Data by YCharts Data by YCharts Today, we're going to take a look at why QQQI can continue to produce those results with a discussion around its current option strike prices and the probability of their success. And as you'll find, QQQI continues to be well-positioned, which is why I maintain a Buy rating. Of course, the fund still has not experienced an extended downturn, nor has the underlying index fallen to particularly attractive levels, which is why investors must remain cautious when investing at this level. The NASDAQ 100 Market Context Before deciding whether QQQI makes sense, an important question is to ask what kind of environment the NASDAQ 100 is in. As you may have noticed in the past couple of months, the NASDAQ 100 has been in a relatively sideways position. In the past three months, for example, the NASDAQ 100, as represented by the Invesco QQQ Trust ETF ( QQQ ), has delivered a price performance of -1.63% with a price chart that looks, well, sideways. Data by YCharts What's happening right now is that we're in a market situation where AI remains a huge driver in investment and growth, but valuations and profitability have become questionable. We can see this when comparing the Mag 7 group of stocks that make up the top seven constituents of the NASDAQ 100. Eac...
Applied Materials press release ( AMAT ): Q1 Non-GAAP EPS of $2.38 beats by $0.17 . Revenue of $7.01B (-2.2% Y/Y) beats by $130M . Applied’s total revenue and non-GAAP diluted EPS for the second quarter of fiscal 2026 are expected to be as follows: Q2 FY2026 (In millions, except per share amounts) Total revenue $ 7,650 +/- $ 500 vs consensus of $7.02B Non-GAAP diluted EPS $ 2.64 +/- $ 0.20 vs cons...
Applied Materials press release ( AMAT ): Q1 Non-GAAP EPS of $2.38 beats by $0.17 . Revenue of $7.01B (-2.2% Y/Y) beats by $130M . Applied’s total revenue and non-GAAP diluted EPS for the second quarter of fiscal 2026 are expected to be as follows: Q2 FY2026 (In millions, except per share amounts) Total revenue $ 7,650 +/- $ 500 vs consensus of $7.02B Non-GAAP diluted EPS $ 2.64 +/- $ 0.20 vs consensus of $2.28 Click to enlarge Shares +5.82% AH. More on Applied Materials Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report Applied Materials: When Chip Complexity Becomes The Real Alpha Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook Applied Materials to pay $252.5M to settle U.S. export violations probe Applied Materials says Samsung Electronics will join new EPIC center in Silicon Valley
Ivanb-photo Soybean futures ( S_1:COM ) rose to their strongest levels since Nov. 18 as traders bet that U.S.-China trade talks could lead to additional American crop sales. Optimism grew after reports suggested Washington and Beijing may extend their trade truce for up to a year ahead of a planned April meeting between President Donald Trump and President Xi Jinping. The prospect of renewed buyin...
Ivanb-photo Soybean futures ( S_1:COM ) rose to their strongest levels since Nov. 18 as traders bet that U.S.-China trade talks could lead to additional American crop sales. Optimism grew after reports suggested Washington and Beijing may extend their trade truce for up to a year ahead of a planned April meeting between President Donald Trump and President Xi Jinping. The prospect of renewed buying offered support to U.S. farmers, even as Brazil gathers a record harvest that has kept South American supplies priced below U.S. beans. Government data released Thursday showed U.S. soybean exports slipping to their lowest level since June, following China’s January purchase of about 12 million tons. Trump has said China could buy as much as 20 million tons this season. In Chicago trading, May soybean futures gained as much as 1.5%, marking a third straight session of advances. The May contract has now overtaken March as the most actively traded. Strength in soybean oil futures has also supported the complex, aided by expectations of stronger vegetable oil demand tied to biofuel policies and a U.S.-India trade pact. The U.S. Department of Agriculture this week raised its forecast for Brazil’s production while leaving its U.S. export outlook unchanged. More on Soybeans Futures Commodities: Lingering Iranian Uncertainty Supports The Oil Market Commodities: U.S.-Iran Nuclear Talks Weigh On Oil Commodities: Markets Poised For A Risk-Off Day Soybean futures surge to two-month high after Trump said China will ramp up purchases U.S. wheat falls by most since December as ag tracks broad commodities decline
Expedia press release ( EXPE ): Q4 Non-GAAP EPS of $3.78 beats by $0.41 . Revenue of $3.54B (+11.3% Y/Y) beats by $130M . Fourth quarter GAAP net income decreased 31% while Adjusted net income grew 52%. Adjusted EBITDA increased 32% with EBITDA margin of 23.9% expanding 368 basis points in the fourth quarter. Strong cash position, ending the year with $5.7 billion of unrestricted cash and short-te...
Expedia press release ( EXPE ): Q4 Non-GAAP EPS of $3.78 beats by $0.41 . Revenue of $3.54B (+11.3% Y/Y) beats by $130M . Fourth quarter GAAP net income decreased 31% while Adjusted net income grew 52%. Adjusted EBITDA increased 32% with EBITDA margin of 23.9% expanding 368 basis points in the fourth quarter. Strong cash position, ending the year with $5.7 billion of unrestricted cash and short-term investments. Repurchased approximately 9 million shares for $1.7 billion in 2025. Paid quarterly dividend of $0.40 per share on December 11, 2025. We are raising our dividend by 20% and declared a quarterly dividend of $0.48 per share on February 12, 2025. More on Expedia Expedia Group: Its Valuation And Fundamentals Still Justify The Rally Expedia: Strong Results, Improving U.S. Demand, Raised Guidance, And Attractive Valuation Expedia's Valuation Lags Its Earnings Power Expedia Q4 2025 Earnings Preview Ultra-luxury hotels push prices to records as wealthy travelers keep spending
Shares of McGraw Hill (NYSE: MH) rallied on Thursday after the learning solutions provider reported solid progress on its digital initiatives. By the close of trading, McGraw Hill's stock price was up more than 15%. Image source: Getty Images. Continue reading
Shares of McGraw Hill (NYSE: MH) rallied on Thursday after the learning solutions provider reported solid progress on its digital initiatives. By the close of trading, McGraw Hill's stock price was up more than 15%. Image source: Getty Images. Continue reading
Corsair Gaming press release ( CRSR ): Q4 Non-GAAP EPS of $0.43 beats by $0.16 . Revenue of $436.9M (+5.6% Y/Y) beats by $14.9M . First Quarter and Full Year 2026 Financial Outlook: For the first quarter of 2026, we expect: Net revenue to be in the range of $335 million to $365 million. Adjusted EBITDA to be in the range of $25 million to $30 million. Non-GAAP EPS to be in the range of $0.18 to $0...
Corsair Gaming press release ( CRSR ): Q4 Non-GAAP EPS of $0.43 beats by $0.16 . Revenue of $436.9M (+5.6% Y/Y) beats by $14.9M . First Quarter and Full Year 2026 Financial Outlook: For the first quarter of 2026, we expect: Net revenue to be in the range of $335 million to $365 million. Adjusted EBITDA to be in the range of $25 million to $30 million. Non-GAAP EPS to be in the range of $0.18 to $0.22. For the full year 2026, we expect: Net revenue to be in the range of $1.33 billion to $1.47 billion. Adjusted EBITDA to be in the range of $100 million to $115 million. Non-GAAP EPS to be in the range of $0.58 to $0.74. FY EPS consensus is $0.65 FY Revenue consensus is $1.58B More on Corsair Gaming Corsair Gaming: AI Memory Demand And Weak Consumer Environment Create Long-Term Opportunity Corsair Gaming, Inc. (CRSR) Presents at Barclays 23rd Annual Global Technology Conference Transcript Corsair Gaming Q4 2025 Earnings Preview Corsair Gaming insider Thi La snaps up 50,000 shares Seeking Alpha’s Quant Rating on Corsair Gaming
Rivian reported better-than-expected fourth quarter earnings after the bell on Thursday as the pure-play EV maker ramps up for the release of its R2 vehicle.
Rivian reported better-than-expected fourth quarter earnings after the bell on Thursday as the pure-play EV maker ramps up for the release of its R2 vehicle.
Amazon ( AMZN ) shares continued losses for eight straight sessions, as the stock closed over 2% lower at $199.57 on Thursday. The e-commerce giant lost nearly 14.5% in the preceding seven sessions. Amazon closed 1.39% lower on Wednesday at $204.08. AMZN is down about 20% over the past one month. Earlier this month, the firm’s shares slipped as it reported mixed Q4 results and announced a $200 bil...
Amazon ( AMZN ) shares continued losses for eight straight sessions, as the stock closed over 2% lower at $199.57 on Thursday. The e-commerce giant lost nearly 14.5% in the preceding seven sessions. Amazon closed 1.39% lower on Wednesday at $204.08. AMZN is down about 20% over the past one month. Earlier this month, the firm’s shares slipped as it reported mixed Q4 results and announced a $200 billion capital expenditure forecast for 2026. Looking at Seeking Alpha's Quant Rating, Amazon has a Hold rating with a score of 3.40 out of 5. The company received an A+ in the prospect of profitability, while it got a D+ for valuation and momentum. Turning to the Wall Street community, 64 out of 68 analysts gave AMZN a Buy or above, and four analysts have given the stock a Hold recommendation. Seeking Alpha analyst Elizabeth Pramila rated AMZN a Strong Buy, saying that recent market panic over FCF compression and AWS’s tepid 14% operating income growth presents a rare valuation opportunity for long-term investors. “AMZN’s $244 billion AI/cloud backlog, robust retail segment growth, and accelerating homegrown silicon (Trainium/Inferentia, Graviton) drive the multi-year growth thesis,” Pramila added. Seeking Alpha analysts are also bullish, rating AMZN a Buy . Overall, the stock slipped nearly 11.6% in the past year, compared to the approximately 14.4% rise in the broader S&P 500 Index. More on Amazon Is Amazon A Serious Competitor In The Semi Space? Amazon Q4 FY25 Earnings Review: Everyone Is Bearish Now Amazon's DNA: Why Hoarding Cash Is Secondary To Building Empires Amazon Pharmacy to bring same-day delivery to 4,500 cities in 2026 Amazon takes 5.3% stake in BETA Technologies, driving shares higher
SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced financial results for its fourth quarter and full year ended December 31, 2025.
SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced financial results for its fourth quarter and full year ended December 31, 2025.