Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . As around a dozen EU Commissioners, including President Ursula von der Leyen, head to Bavaria for the annual Munich Security Conference, it’s clear things have changed. For the first time since the end of the Cold War, European capita...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . As around a dozen EU Commissioners, including President Ursula von der Leyen, head to Bavaria for the annual Munich Security Conference, it’s clear things have changed. For the first time since the end of the Cold War, European capitals are discussing how to develop their own nuclear deterrent, our team reports today . Europe has long depended on the US nuclear shield — both through American weapons based in Europe and NATO’s mutual defense pact. But a collapse in trust between the allies has prompted a rethink about the continent’s own defense capabilities. The UK and France are the only European countries with atomic weapons, and French President Emmanuel Macron last year evoked the possibility of extending his country’s protective umbrella over the rest of Europe. He is expected to reaffirm that offer in a speech later this month, according to people familiar with the matter. Speaking at the event in Munich this afternoon, German Chancellor Friedrich Merz said that he’s “begun confidential talks” with Macron about Europe’s nuclear deterrence. “We consider this strictly within the context of our nuclear sharing within NATO — and we will not allow zones of differing security to emerge in Europe,” he said. Other European countries theoretically could get nuclear missiles, but there are barriers, including high costs and treaty violations if countries develop their own arsenal. Weighing on minds is also the size of the current European arsenal. France and the UK have about 400 deployed warheads between them, compared with America’s 1,670. A central theme of the Munich Security Conference, which runs through the weekend, will be the state of the transatlantic relationship as Europe reels from Donald Trump’s threat last month to take over Greenland. After Vice President JD Vance shocked the conference last...
Aidan Gomez, chief executive officer of Cohere Inc., at the Bloomberg Tech summit in London, UK, on Tuesday, Oct. 21, 2025. Chris Ratcliffe | Bloomberg | Getty Images Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google , Anthropic and OpenAI claw for market share. Cohere hit roughly $240 million in annual recurri...
Aidan Gomez, chief executive officer of Cohere Inc., at the Bloomberg Tech summit in London, UK, on Tuesday, Oct. 21, 2025. Chris Ratcliffe | Bloomberg | Getty Images Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google , Anthropic and OpenAI claw for market share. Cohere hit roughly $240 million in annual recurring revenue last year, surpassing its $200 million target, according to a February investor memo viewed by CNBC. It saw quarter-over-quarter growth of more than 50% throughout 2025, the memo said. "Our thesis is clearly resonating in the market," the company wrote. "Our sales pipeline continues to grow as global organizations across regulated sectors choose Cohere as their trusted partner for secure AI adoption at scale." Founded in Toronto in 2019, Cohere develops models and builds software tools for businesses. The company is backed by investors including Nvidia and Salesforce Ventures , and its valuation has swelled to roughly $7 billion . Cohere's investor memo comes after CEO Aidan Gomez said in October that the startup hopes to make its public market debut "soon." He told Bloomberg that he thinks investors would welcome a "pure play AI investment opportunity." But Cohere's competitors OpenAI and Anthropic are also weighing potential IPOs, according to people familiar with the companies' thinking. And they have not been shy about their ambitions to win in the enterprise market. Read more CNBC tech news Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales FTC tells Tim Cook to look into reports Apple News is censoring conservatives Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead OpenAI said in November that more than 1 million businesses around the world are using the company's technology, and Anthropic said in September that it s...
Two years ago, a controversial dating app was launched and quickly shuttered: for people with good-to-excellent credit. Now, the founder is relaunching it, open to anyone.
Two years ago, a controversial dating app was launched and quickly shuttered: for people with good-to-excellent credit. Now, the founder is relaunching it, open to anyone.
Energy Transfer (NYSE: ET) will report its fourth-quarter earnings results on Feb. 17, which may spark some investors to wonder whether they should buy the stock before the report. However, investors shouldn't expect too many surprises when the master limited partnership's (MLP) report is released, or for a big stock price reaction. In fact, over the past three years, Energy Transfer's stock has n...
Energy Transfer (NYSE: ET) will report its fourth-quarter earnings results on Feb. 17, which may spark some investors to wonder whether they should buy the stock before the report. However, investors shouldn't expect too many surprises when the master limited partnership's (MLP) report is released, or for a big stock price reaction. In fact, over the past three years, Energy Transfer's stock has not moved by 5% or more in either direction in the trading session immediately following its earnings report. The biggest move was a 4.3% gain that followed its first-quarter 2025 results announcement this past May. Even then, there wasn't any major catalyst that moved the stock, as it turned in modest adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth and reiterated its full-year guidance. The move was probably more of a sigh of relief that tariffs were not having a big impact on its business or the economics of its planned growth projects. Continue reading
Alistair Berg/DigitalVision via Getty Images SAAS at 52 week lows With the release of Claude Opus 4.6 , the SaaS [software as a service] basket of stocks was swiftly pulled downward along with the news : A massive sell-off in technology stocks, including a 6% crash in the Nifty IT index, followed Anthropic’s unveiling of Claude Opus 4.6 and Claude Cowork, its new enterprise-focused capabilities. I...
Alistair Berg/DigitalVision via Getty Images SAAS at 52 week lows With the release of Claude Opus 4.6 , the SaaS [software as a service] basket of stocks was swiftly pulled downward along with the news : A massive sell-off in technology stocks, including a 6% crash in the Nifty IT index, followed Anthropic’s unveiling of Claude Opus 4.6 and Claude Cowork, its new enterprise-focused capabilities. Investors interpreted this as evidence that AI tools are rapidly moving from assistants that support human work to systems that can independently execute multi-step business tasks. The argument here was that Claude [and certainly other LLMs] was now stepping into the realm of trying to compete with enterprise software. Where they were once seen strictly as a companion, the market began to contemplate them as a jack of all trades replacement. While this may end up being true of some companies, some others seem to have been brought down unfairly alongside the theme. Data by YCharts We can see on a year-to-date basis, using both the iShares Expanded Tech-Software Sector ETF ( IGV ) and WisdomTree Cloud Computing Fund ETF ( WCLD ) as proxies, software and many information technology names are in near bear market territory to start 2026. These types of sharp drawdowns always lead me to devise a screen to hunt for the most downtrodden yet high-quality names. The focus of this article is to weed out some quality large-cap technology names near 52-week lows, with fundamentals still intact. The screen [which I'll detail in the next section] came up with the following list to rank: Adobe ( ADBE ) Check Point Software ( CHKP ) Dynatrace ( DT ) FICO ( FICO ) GoDaddy ( GDDY ) Intuit ( INTU ) Motorola Solutions ( MSI ) Netflix ( NFLX ) SAP ( SAP ) Wipro ( WIT ) The screen This screen was pretty specific. I wanted to nail down high-quality companies, large-cap [my preference for my buy and hold portfolio], and within 60 days of a 52-week low . They needed to have a minimum of 10% or more f...
JHVEPhoto/iStock Editorial via Getty Images Previous Coverage In late July last year, I covered Medtronic ( MDT ) following their Q4 earnings release. In that write-up I discussed the company's stagnant results, strong dividend history, and decent quarterly results. At that time, the stock appeared to be trading for a small discount, and as such, I rated the stock a HOLD as I want to see what futu...
JHVEPhoto/iStock Editorial via Getty Images Previous Coverage In late July last year, I covered Medtronic ( MDT ) following their Q4 earnings release. In that write-up I discussed the company's stagnant results, strong dividend history, and decent quarterly results. At that time, the stock appeared to be trading for a small discount, and as such, I rated the stock a HOLD as I want to see what future quarters would bring. Since my initial article, the stock has performed quite well, outpacing the broad market, as measured by ( SPY ) by more than 3.5%. With Medtronic set to announce their Q3 2026 earnings next week, I thought now would be a good time to revisit the stock. We'll examine the most recent earnings report, as well as dive into what we could expect next week, and lastly, get an updated valuation based on revised FCF numbers. Data by YCharts Q2 Earnings & Looking Ahead To Q3 In mid-November last year, Medtronic announced their Q2 2026 results with a double-beat. Top line revenue came in at $8.96B, topping estimates by $100M and rising 5.5% organically and 6.7% overall. Similarly, non-GAAP earnings per share were $1.36, exceeding analyst expectations by $0.05, with GAAP EPS $0.12 above estimates, coming in at $1.07. Breaking down the segments, we'll look at the Cardiovascular area first, with overall sales climbing from $3.1B to $3.4B, an increase of 11%. The largest division within this segment, Cardiac Rhythm & Heart Failure, earned revenue of $1.8B, a more than 15% increase YoY. These results were the result of strong demand for pacemakers and defibrillators. The Structural Heart & Aortic group saw a 9% jump in sales to $956M thanks to continued demand for perfusion and surgical valves, while the Coronary & Peripheral Vascular unit had a sales increase of just 2%, or $8M, a variety of factors led to the minimal increase, most notably decent demand for catheters and balloons, were partially hindered by weaker demand for stents. A geographic breakdown for Ca...
TEANECK, N.J., Feb. 13, 2026 (GLOBE NEWSWIRE) -- Bogota Financial Corp. (NASDAQ: BSBK) (the “Company”), the holding company for Bogota Savings Bank (the “Bank”), reported net income for the three months ended December 31, 2025 of $680,000 or $0.05 per basic and diluted share, compared to a net loss of $930,000 or $0.07 per basic and diluted share for the comparable prior year period. The Company r...
TEANECK, N.J., Feb. 13, 2026 (GLOBE NEWSWIRE) -- Bogota Financial Corp. (NASDAQ: BSBK) (the “Company”), the holding company for Bogota Savings Bank (the “Bank”), reported net income for the three months ended December 31, 2025 of $680,000 or $0.05 per basic and diluted share, compared to a net loss of $930,000 or $0.07 per basic and diluted share for the comparable prior year period. The Company reported net income for the year ended December 31, 2025 of $2.1 million or $0.17 per basic and diluted share compared to a net loss of $2.2 million, or $0.17 per basic and diluted share, for the prior year.
Peter Routledge , who leads Canada’s bank regulator, fired back against criticisms that the country’s biggest lenders face onerous capital burdens, arguing that current regulations are instead in a “Goldilocks zone.” Canada’s systemically important banks — its six largest lenders, including Royal Bank of Canada and Toronto-Dominion Bank — hold more capital above binding regulatory limits than thei...
Peter Routledge , who leads Canada’s bank regulator, fired back against criticisms that the country’s biggest lenders face onerous capital burdens, arguing that current regulations are instead in a “Goldilocks zone.” Canada’s systemically important banks — its six largest lenders, including Royal Bank of Canada and Toronto-Dominion Bank — hold more capital above binding regulatory limits than their peers in the US, Australia, the UK and Europe, according to a report from the Office of the Superintendent of Financial Institutions published Friday. The banks as a group could lend as much as an additional C$1 trillion ($735 billion) without breaching non-binding regulatory minimums, Routledge said in an interview. Overall, he said, it means they’re well-capitalized, with ample capacity to lend, invest and still provide returns to shareholders. A unique part of the Canadian system is the flexibility of the domestic stability buffer , he said. The so-called rainy-day fund currently adds 3.5 percentage points to minimum requirements, bringing the total Common Equity Tier 1 capital that banks must hold relative to risk-weighted assets to 11.5%. But if a lender’s capital drops below that level, he said, it doesn’t trigger automatic consequences, such as restrictions on paying dividends. Instead, it would lead to discussions with the regulator about how to return to good standing within a short period of time. “That is why we contend that our system isn’t gold-plated for capital,” Routledge said. The banks’ industry association and stock analysts have said in that past that Canada’s high capital requirements impact the lenders’ ability to compete. “We have data in the report that shows we’re sort of in the Goldilocks zone relative to international peer jurisdictions.” Industry complaints about Canada’s rules being more onerous than those of other jurisdictions — particularly the US — intensified in 2024, prompting OSFI to press pause on increasing the “capital floor level” t...
Mark Chaikin explains why he wouldn’t buy the dip in software yet and highlights three AI infrastructure stocks he likes: Onto Innovation, Amkor Technology, and Enphase.
Mark Chaikin explains why he wouldn’t buy the dip in software yet and highlights three AI infrastructure stocks he likes: Onto Innovation, Amkor Technology, and Enphase.
At Holdings Channel, we have reviewed the latest batch of the 52 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Vanguard Dividend Appreciation ETF (Symbol: VIG) was held by 15 of these funds. When hedge fund managers appear to be thinking alike, we
At Holdings Channel, we have reviewed the latest batch of the 52 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Vanguard Dividend Appreciation ETF (Symbol: VIG) was held by 15 of these funds. When hedge fund managers appear to be thinking alike, we
JHVEPhoto/iStock Editorial via Getty Images Magna International ( MGA ) shares are set to extend a five-day winning streak with a double-digit gain at Friday’s open after the company’s fourth quarter results and outlook for FY26 were better than Wall Street anticipated, even as the industry saw light vehicle sales remain flat in 2025. “We closed 2025 with a strong fourth quarter, successfully navi...
JHVEPhoto/iStock Editorial via Getty Images Magna International ( MGA ) shares are set to extend a five-day winning streak with a double-digit gain at Friday’s open after the company’s fourth quarter results and outlook for FY26 were better than Wall Street anticipated, even as the industry saw light vehicle sales remain flat in 2025. “We closed 2025 with a strong fourth quarter, successfully navigating another dynamic year in our industry. Our disciplined execution and commitment to operational excellence enabled us to deliver financial results that were in line with, or exceeded, our February 2025 outlook across all key metrics,” said Magna International CEO Swamy Kotagiri. Despite a 1% decline in global light vehicle production, Magna International ( MGA ) realized a 2% increase in sales to a better-than-expected $10.8B, reflecting higher production on certain ongoing programs and the launch of new programs including the Ford Expedition, Lincoln Navigator, Xiaomi YU7, and Jetour Zongheng G700. Due to higher production input costs, including commodity and labor costs, higher employee profit-sharing, and a customer resolution for a product related matter in the final quarter of 2025, the company’s unadjusted net income was cut by more than half to $114M, or $0.00 on a per share basis versus a profit of $0.71 per share in the same quarter last year. However, excluding these and other certain items, Magna ( MGA ) earned a profit of $2.18 per share, up 29% year-over-year and $0.38 better than anticipated. Moreover, the company’s adjusted EBIT margin expanded 100 basis points to 7.5%. For FY26, Magna ( MGA ) sees sales increasing to a range of $41.9B and $43.5B from $42.0B in 2025 with a midpoint of $42.7B that is above $42.2B estimates. Adjusted earnings are expected to be within a range of $6.25 and $7.25 versus $5.98 estimates, and an adjusted EBIT margin of 6% to 6.6% versus 5.95% estimates. Free cash flow is expected to be between $1.6B and $1.8B compared to $1.6B...
High court refuses injunction to stop CMA naming company penalised for failing to hand over information Euro Car Parks is infamous for dishing out fines but the private parking company has been hit with a near- £475,000 penalty of its own after it failed to hand over information to a regulator. The Competition and Market Authority (CMA) said it had imposed a £473,000 fine after the company did not...
High court refuses injunction to stop CMA naming company penalised for failing to hand over information Euro Car Parks is infamous for dishing out fines but the private parking company has been hit with a near- £475,000 penalty of its own after it failed to hand over information to a regulator. The Competition and Market Authority (CMA) said it had imposed a £473,000 fine after the company did not respond for three months to seven requests for information, including by registered post, email and hand-delivered letter. Continue reading...
Disruptor or Disrupted? Tim Platt/DigitalVision via Getty Images I think Duolingo, Inc. ( DUOL ) is the most interesting story in equity markets at the moment. The stock is down ~80% from its all time high and now trades at a price close to that of its IPO. An observer would be inclined to think this is a decaying, unprofitable business. Yet, the exact opposite is true: Duolingo has only grown its...
Disruptor or Disrupted? Tim Platt/DigitalVision via Getty Images I think Duolingo, Inc. ( DUOL ) is the most interesting story in equity markets at the moment. The stock is down ~80% from its all time high and now trades at a price close to that of its IPO. An observer would be inclined to think this is a decaying, unprofitable business. Yet, the exact opposite is true: Duolingo has only grown its top line and bottom line, and it is highly profitable as of its latest quarterly earnings. This represents a market paradox that has only two possible solutions, in my view: The market has had an incredible ability to predict the future with DUOL, correctly pricing in a disruption several quarters before it actually manifested. A market “clairvoyance” that has rarely ever been seen. The market has been totally wrong about DUOL, in which case the stock is primed to generate incredible alpha. Personally, I think the latter is a far more likely outcome, as the market has overreacted in anticipating and pricing AI trends. Financial reality vs. market reality: a different story is priced in If there is one chart readers need to look at to understand the Duolingo paradox, it is the one below. Duolingo’s fundamentals have kept growing for the past quarters, both in terms of FCF and net income. The stock followed, for the most part, the company’s fundamentals and kept growing, up until mid-2025. DUOL fundamentals vs. Stock Price (Chris Hoeger on x.com ) What happened in mid-2025 to trigger such a sentiment reversal? Duolingo reported Q2 2025 earnings that showed growth slightly decelerating against the past (to be clear: the company kept growing double digits, just at a slower pace). That may have rightfully warranted a correction, as DUOL was trading at a premium back then. However, the market has kept punishing this stock for no apparent reason, with the company stock suffering even after Q3 earnings. But what do the latest financials say? Q3 earnings saw, once again, slowly dec...