March WTI crude oil (CLH26 ) on Thursday closed down -1.79 (-2.77%), and March RBOB gasoline (RBH26 ) closed down -0.0630 (-3.18%). Crude oil and gasoline prices sold off sharply on Thursday, with gasoline falling to a 1-week low. The slight easing of US-Iran tensions sparked long liquidation in energy...
March WTI crude oil (CLH26 ) on Thursday closed down -1.79 (-2.77%), and March RBOB gasoline (RBH26 ) closed down -0.0630 (-3.18%). Crude oil and gasoline prices sold off sharply on Thursday, with gasoline falling to a 1-week low. The slight easing of US-Iran tensions sparked long liquidation in energy...
Earnings Call Insights: TransUnion (TRU) Q4 2025 Management View Christopher Cartwright, President, CEO & Director, reported, "We had a really good quarter, as you can see, and it was a great capstone to another strong year of growth and profitability at TransUnion." He highlighted organic revenue growth of 12% for the quarter and 16% growth in the U.S. market, calling it "some of our strongest un...
Earnings Call Insights: TransUnion (TRU) Q4 2025 Management View Christopher Cartwright, President, CEO & Director, reported, "We had a really good quarter, as you can see, and it was a great capstone to another strong year of growth and profitability at TransUnion." He highlighted organic revenue growth of 12% for the quarter and 16% growth in the U.S. market, calling it "some of our strongest underlying performance since 2021." Cartwright stated, "We grew adjusted diluted EPS by 10% in the quarter, actually in the mid-teens, 14% if you exclude the impact from the tax rate reset this year." Cartwright emphasized robust capital deployment, mentioning, "We repurchased roughly $150 million of shares in the quarter for a total of $300 million over 2025. And of course, we retain ample capacity under our recently increased $1 billion repurchase authorization." He also announced a quarterly dividend increase by 9% to $0.125 a share. On product and market performance, Cartwright stated, "Within the U.S., financial services grew 19%, 11% excluding mortgage. Mortgage, consumer lending and auto were all double-digit growers. Across all lending types, we outpaced volume growth through new business wins across our solution suites." Cartwright detailed strategic changes, noting the completion of the business transformation investment program: "The fourth quarter marked the completion of our transformation investment program on schedule, on budget, and we're going to realize the full target savings in 2026." Regarding leadership, Cartwright announced, "Francesca Noli, who previously led Capital One's CreditWise product, has joined us as the Head of Consumer Solutions." Todd Cello, Executive VP & CFO, reported, "Consolidated revenue increased 13% on a reported and 12% on an organic constant currency basis. The Monevo acquisition added 0.5% to growth. Mortgage contributed 3 points to growth. Adjusted EBITDA increased 10%. Adjusted EBITDA margin was 35.6%. Adjusted diluted earnings ...
At the center of the dispute is a 2017 public-private partnership, or PPP, agreement aimed at treating wastewater generated by baijiu production Local authorities in southwestern China have returned control of a wastewater treatment plant to a private investor, acknowledging that a previous government takeover of the facility was illegal and constituted a breach of contract. The move marks a rare ...
At the center of the dispute is a 2017 public-private partnership, or PPP, agreement aimed at treating wastewater generated by baijiu production Local authorities in southwestern China have returned control of a wastewater treatment plant to a private investor, acknowledging that a previous government takeover of the facility was illegal and constituted a breach of contract. The move marks a rare reversal following a high-level investigation into a dispute that had shaken confidence in the private sector.
York Knights 19-18 Hull KR Hingano drop goal earns stunning comeback win York Knights produced an incredible comeback to stun the reigning Super League champions and win their first ever game in the top flight on the opening night of the 2026 season. North Yorkshire hosted Super League rugby for the first time in front of a full house and many of those who were watching York for the first time wil...
York Knights 19-18 Hull KR Hingano drop goal earns stunning comeback win York Knights produced an incredible comeback to stun the reigning Super League champions and win their first ever game in the top flight on the opening night of the 2026 season. North Yorkshire hosted Super League rugby for the first time in front of a full house and many of those who were watching York for the first time will have seen enough to return. They trailed last year’s treble winners 18-6 at one stage but scored 13 unanswered points in the final quarter to inflict a rare defeat on the Robins and cause pandemonium in the stands. Continue reading...
London-based Sagil Capital fully exited its position in Compañía de Minas Buenaventura S.A.A. (NYSE:BVN) during the fourth quarter, selling 447,516 shares for an estimated $10.89 million, according to a February 12 filing. According to an SEC filing dated February 12, Sagil Capital reported selling its entire holding of 447,516 shares in Compañía de Minas Buenaventura S.A.A. The quarter-end value ...
London-based Sagil Capital fully exited its position in Compañía de Minas Buenaventura S.A.A. (NYSE:BVN) during the fourth quarter, selling 447,516 shares for an estimated $10.89 million, according to a February 12 filing. According to an SEC filing dated February 12, Sagil Capital reported selling its entire holding of 447,516 shares in Compañía de Minas Buenaventura S.A.A. The quarter-end value of the stake decreased by $10.89 million, capturing both the trade and any price changes over the period. Top holdings after the filing: Continue reading
Nicolas Cage has carved out a quirky niche for himself in recent years with such films as Color Out of Space (2019), Pig (2021), The Unbearable Weight of Massive Talent (2022), Dream Scenario (2023), and Longlegs (2024), among others. Now he's starring in Spider-Noir , a new live-action series based on the Marvel Comics character. Cage plays an aging private investigator and disillusioned superher...
Nicolas Cage has carved out a quirky niche for himself in recent years with such films as Color Out of Space (2019), Pig (2021), The Unbearable Weight of Massive Talent (2022), Dream Scenario (2023), and Longlegs (2024), among others. Now he's starring in Spider-Noir , a new live-action series based on the Marvel Comics character. Cage plays an aging private investigator and disillusioned superhero in 1930s New York. Prime Video released the first teaser in two forms: one in black and white—very Raymond Chandler-esque—and another in color, which the showrunners are calling "True Hue." Marvel Comics created its "noir" line in 2009, reinterpreting familiar Marvel characters in an alternate universe, usually set during the Great Depression in the US. A version of the Spider-Noir character, voiced by Cage, briefly appeared in the animated masterpieces, Spider-Man: Into the Spider-Verse (2018) and Across the Spider-Verse (2023). (He is set to reprise that role in the upcoming Beyond the Spider-Verse .) Co-showrunner (with Steve Lightfoot) Oren Uziel is a film noir fan, so that Marvel series naturally appealed to him. The live-action series is still set in 1930s New York, but the spidery superhero is not Peter Parker. (Uziel thought the Parker character was too associated with a boyish high school type, which didn't really fit the noir vibe.) So Cage is playing Ben Reilly, a hard-boiled PI with a secret superhero identity, The Spider. Cage has described his portrayal as "70 percent Humphrey Bogart [specifically The Big Sleep ] and 30 percent Bugs Bunny," which seems pretty on point for Cage's distinctively flamboyant style. Read full article Comments
Seeking Alpha Seeking Alpha Seeking Alpha More on Coinbase Coinbase (COIN) Stock Analysis: Why The Quant System Says "Sell" | 2-Minute Analysis Coinbase Global: Buy This Correction On Long-Term Prospects Coinbase: Ride The Everything Expansion Coinbase Global stock bounces up even after Q4 results disappoint Coinbase Non-GAAP EPS of $0.66 misses by $0.30, revenue of $1.78B misses by $50M
Seeking Alpha Seeking Alpha Seeking Alpha More on Coinbase Coinbase (COIN) Stock Analysis: Why The Quant System Says "Sell" | 2-Minute Analysis Coinbase Global: Buy This Correction On Long-Term Prospects Coinbase: Ride The Everything Expansion Coinbase Global stock bounces up even after Q4 results disappoint Coinbase Non-GAAP EPS of $0.66 misses by $0.30, revenue of $1.78B misses by $50M
Victoriia Kovryha/iStock via Getty Images Federal Realty Trust ( FRT ) stock slipped 1.7% in Thursday after-hours trading after the retail REIT delivered Q4 earnings that fell short of the Wall Street consensus. Both core FFO per share and revenue for the quarter grew from the previous and year-ago periods. Its comparable property income growth, though, slowed from Q3 2025. "Even as we navigate th...
Victoriia Kovryha/iStock via Getty Images Federal Realty Trust ( FRT ) stock slipped 1.7% in Thursday after-hours trading after the retail REIT delivered Q4 earnings that fell short of the Wall Street consensus. Both core FFO per share and revenue for the quarter grew from the previous and year-ago periods. Its comparable property income growth, though, slowed from Q3 2025. "Even as we navigate the near-term refinancing environment, our momentum underpins expected 6% Core FFO growth in 2026," said CEO Donald C. Wood. The REIT expects full-year core FFO per share of $7.42-$7.52 (midpoint $7.47 vs. $7.44 consensus). Q4 core FFO per share of $1.84, trailing the average analyst estimate of $1.85, rose from $1.77 in Q3 and $1.76 in Q4 2024. Q4 total revenue of $336.0M, beating the $329.0M consensus, increased from $322.3M in the prior quarter and $311.1M in the year-ago period. Operating expenses of $220.4M climbed from $211.6M in Q3 and $203.9M in Q4 2024. Federal Realty ( FRT ) generated comparable property operating income growth of 3.1%, excluding lease termination fees and prior period rents collected, during the quarter vs. 4.4% growth in Q3. Comparable portfolio occupancy of 94.5% improved 40 basis points from the prior quarter and 50 bps from a year ago. Its leased rate of 96.6% at the end of Q4 increased 90 bps from the end of Q3 and 40 bps from the end of Q4. 2024. On a comparable space basis, Federal Realty ( FRT ) signed 105 leases for 600,684 square feet at an average rent of $39.09 per square foot compared with the average contractual rent of $34.84 per square foot for the last year of the prior leases, representing a cash basis rollover growth on those comparable spaces of 12%, 24% on a straight-line basis. Conference call at 5:00 PM ET. Earlier, Federal REIT FFO of $1.84 misses by $0.01, revenue of $336.05M beats by $7.03M More on Federal REIT Federal Realty Investment Trust: Where Dividend Discipline Meets Total Return Why We Argue With Moody's Rating: O...
fadfebrian/iStock via Getty Images Shares of ARKO Petroleum Corp. ( APC ) have been trading flat to slightly down after trading opened for this fuel distributor, spun off from Arko Corp. I can understand this cautious reaction by investors, as dependency and a challenging long-term outlook do not create compelling reasons to award high multiples to the shares. Even as shares trade down a bit soon ...
fadfebrian/iStock via Getty Images Shares of ARKO Petroleum Corp. ( APC ) have been trading flat to slightly down after trading opened for this fuel distributor, spun off from Arko Corp. I can understand this cautious reaction by investors, as dependency and a challenging long-term outlook do not create compelling reasons to award high multiples to the shares. Even as shares trade down a bit soon after a softer pricing action, this modest discount is not enticing enough for me to become upbeat, as I am more interested in learning more about the parent company. Fuel Distribution Arko Petroleum is a fuel distribution firm active in North America. Actually, the company claims in its filing documents that it is one of the largest wholesale fuel distributors. Formed by its parent company Arko Corp. ( ARKO ), which hereby breaks up this business from its core convenience retail business. Following this separation, the company is primarily a fee-based distributor to supply fuel to stations of Arko Corp. and to third-party operators under long-term contracts. These typically have a duration of about 10 years, with weighted average remaining lease terms seen at just over 5 years here. The company distributes no less than 2.1 billion gallons of fuel in 2024. Note that these are giant volumes but just represent about a percent of the US market, with nearly 195 billion gallons of fuel used in 2024. The company operates under three separate units. The GPMP is the unit that sells and supplies fuel to Arko Cor wholesale, involving similar services provided to third-party dealers and bulk buyers, while fleet fueling focuses on other unstaffed cardlock commercial and municipal customers. To put some numbers to this, this involves over 1,100 Arko Corp retail sites, over 2,000 third-party gas stations, and nearly 300 unstaffed cardlock locations. Generally, these locations are found in the eastern part of the country, proving a dense network, as the relation with Arko Corp is a bit sp...
Palantir shares tumbled Thursday, extending their recent slide as the data analytics software provider's stock gained another bearish call from high-profile investor.
Palantir shares tumbled Thursday, extending their recent slide as the data analytics software provider's stock gained another bearish call from high-profile investor.
MF3d/E+ via Getty Images AI Fear Trade Escalating fears about the impact of artificial intelligence sparked a selloff as investors began to aggressively differentiate between the potential winners and losers in the AI revolution. Even companies that develop AI products have been hit in the pullback, although some experts see the market's reaction as potentially indiscriminate and premature. The sw...
MF3d/E+ via Getty Images AI Fear Trade Escalating fears about the impact of artificial intelligence sparked a selloff as investors began to aggressively differentiate between the potential winners and losers in the AI revolution. Even companies that develop AI products have been hit in the pullback, although some experts see the market's reaction as potentially indiscriminate and premature. The swing in AI sentiment has attracted the attention of short sellers that have been targeting major tech companies. Bloomberg The industry’s rise in short interest comes despite no immediate deterioration in operating performance, while most firms meet and exceed consensus growth expectations. Microsoft Corporation ( MSFT ), for example, shows short interest near its historical peak of 0.9%, according to Barron’s Jacob Sonenshine, who believes software stocks are “gearing up for a potential short squeeze.” While Microsoft’s short interest figures may seem minuscule compared to double digits, this highlights that short squeeze opportunities are not always about meme stocks. Moreover, retail investor patterns have shifted, marked by fewer and shorter meme frenzies. Five years after the GameStop frenzy, retail investors' funds are flowing into widely held and highly profitable stocks. And many of the stocks with the highest short interest levels lack solid fundamentals, according to SA Quant Ratings, and few have ratings above Hold. Quant Ratings of Stocks With Short Interest Over 20% Seeking Alpha The long-term bull case remains strong for AI – a market expected to grow by a CAGR of 30% to $3 trillion by 2033, fueled by big tech investments, broader adoption, and an explosion in data center requirements. The AI investment narrative has evolved in 2026, with investors rotating toward infrastructure and hardware plays across the tech and industrial sectors. Seeking Alpha found five Strong Buy stocks with inflated short interest that have solid potential to land in the AI “winner’s ...
Interfor press release ( IFSPF ): Q4 GAAP EPS of -C$1.59. Sales of C$600.6M (-19.5% Y/Y). Adjusted EBITDA was a loss of C$29.2M. More on Interfor Corporation Interfor: An Increasingly Problematic Capital Structure Interfor appoints Mike Mackay as CFO, Andrew Horahan as COO Seeking Alpha’s Quant Rating on Interfor Corporation Historical earnings data for Interfor Corporation Financial information f...
Interfor press release ( IFSPF ): Q4 GAAP EPS of -C$1.59. Sales of C$600.6M (-19.5% Y/Y). Adjusted EBITDA was a loss of C$29.2M. More on Interfor Corporation Interfor: An Increasingly Problematic Capital Structure Interfor appoints Mike Mackay as CFO, Andrew Horahan as COO Seeking Alpha’s Quant Rating on Interfor Corporation Historical earnings data for Interfor Corporation Financial information for Interfor Corporation