Cohere surpassed $240 million in annual recurring revenue in 2025, highlighting strong enterprise AI demand as the Canadian startup positions itself for a potential IPO amid intensifying competition from OpenAI and Anthropic.
Cohere surpassed $240 million in annual recurring revenue in 2025, highlighting strong enterprise AI demand as the Canadian startup positions itself for a potential IPO amid intensifying competition from OpenAI and Anthropic.
JasonDoiy Rivian Automotive ( RIVN ) shot up in early trading on Friday after its fourth-quarter earnings showed a mixed near-term picture but a constructive long-term setup. The company highlighted that 2025 marked roughly $144M of gross profit in comparison to about a $1.2B loss in 2024, driven largely by rapid growth in higher-margin software and services alongside better vehicle unit economics...
JasonDoiy Rivian Automotive ( RIVN ) shot up in early trading on Friday after its fourth-quarter earnings showed a mixed near-term picture but a constructive long-term setup. The company highlighted that 2025 marked roughly $144M of gross profit in comparison to about a $1.2B loss in 2024, driven largely by rapid growth in higher-margin software and services alongside better vehicle unit economics. However, automotive revenue and gross profit remained under pressure, reflecting reduced deliveries tied to U.S. policy changes around EV incentives and lower average selling prices, For 2026, Rivian guided to a sizable step-up in deliveries to a range of 62K to 67K and framed the year as an investment and ramp period that is intended to set up higher volume, as well as more software profitability in subsequent years. Wedbush Securities kept an Outperform rating and $25 price target on Rivian ( RIVN ) after taking in the report. "We continue to remain confident in the long-term vision that RIVN is amid a massive transformation while looking to optimize its R1 production and further preparing to ramp its R2 and midsize platform supply chains starting in FY26," updated analyst Dan Ives. Needham sees 2026 as a transitional year for the electric vehicle maker. "While near-term financials remain pressured by higher autonomy R&D and launch-related costs, the improving unit economics, strong software & services growth tied to the Volkswagen JV, and positive early R2 reviews support confidence in the longer-term margin trajectory," highlighted analyst Chris Pierce. Meanwhile, Mizuho Securities kept its bearish stance on Rivian ( RIVN ) by reiterating an Underweight rating. The firm thinks the EV sector as a whole remains in a challenging position. Shares of Rivian Automotive ( RIVN ) were up 18.4% at 9:59 a.m. to $16.67, which is in the middle of the 52-week range of $10.36 to $22.69. More on Rivian Rivian Automotive, Inc. (RIVN) Q4 2025 Earnings Call Transcript Rivian: Why I'm S...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.22%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.38%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. March E-mini S&P futures (ESH26 ) are down -0.20%, and March E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.22%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.38%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. March E-mini S&P futures (ESH26 ) are down -0.20%, and March E-mini Nasdaq futures...
Most investing debates sound complicated until someone strips them down to the one thing that actually matters. That is what happened when a 21-year-old caller challenged a "Ramsey Show" host on a question investors argue about endlessly: index funds or mutual funds. The caller, Matt, was not new to investing. He said he had been investing since he was 15 and now puts away about 25% to 30% of his ...
Most investing debates sound complicated until someone strips them down to the one thing that actually matters. That is what happened when a 21-year-old caller challenged a "Ramsey Show" host on a question investors argue about endlessly: index funds or mutual funds. The caller, Matt, was not new to investing. He said he had been investing since he was 15 and now puts away about 25% to 30% of his income while earning between $80,000 and $90,000 a year. That adds up to roughly $18,000 annually, a
Feverpitched/iStock via Getty Images Zillow ( ZG ) shares have been decimated with shares have declining 45% over the past year and were down 17% alone on Wednesday following earnings (and likely caught up in the real estate services AI fear plunge ). I last wrote about Zillow in late 2023 . At that time, shares were under attack due to changes in the industry commission structure, a competitive o...
Feverpitched/iStock via Getty Images Zillow ( ZG ) shares have been decimated with shares have declining 45% over the past year and were down 17% alone on Wednesday following earnings (and likely caught up in the real estate services AI fear plunge ). I last wrote about Zillow in late 2023 . At that time, shares were under attack due to changes in the industry commission structure, a competitive onslaught from Homes.com (discussed below) and a dismal housing market. Despite these challenges, Zillow continued to grow revenue, EBITDA, and free cash flow - shares more than doubled before giving back most of their gains in the recent plunge. Today the fear surrounding Zillow includes AI disruption, private listing networks, as well as a still-weak housing market. As I discuss below, I doubt that AI or private listing networks will have much of a negative impact on Zillow. Moreover, I see the eventual rebound of the housing market as a catalyst for Zillow to achieve its long-term financial objectives. Looking out 3-4 years, I expect that shares will double (or better) from today's depressed levels. Assessing the AI Threat to Zillow US Housing Portal Market Share over Time (Zillow Investor Presentation) Even if AI instantly replicated Zillow's platform & data, it would almost certainly struggle to garner mass consumer attention. Consider CoStar's ( CSGP ) Homes.com has spent ~$3 billion over the past three years in an effort to challenge Zillow's dominance as the leading US housing portal. As shown above, despite spending billions to fund a near constant barrage of marketing, Homes.com has made very little headway in gaining market share (interestingly, activist investors are pushing CoStar to abandon Homes.com ). The behavior of consumers here is instructive as rather than Googling 'houses for sale in Lincoln Park', the vast majority of times (~80%), they go directly to Zillow. This makes Zillow incredibly hard to displace - as evidenced by the foundering of Homes.com. Z...
From handheld to corded, self-emptying to stick models, these are our resident cleaner’s favourite vacuums for a spotless home • The best cordless vacuum cleaners, tested Buying a vacuum cleaner isn’t as easy as you might think. With so many brands and models to choose from, it can be bewildering. Sticking with established brands isn’t necessarily a safe bet, with past performance being no guarant...
From handheld to corded, self-emptying to stick models, these are our resident cleaner’s favourite vacuums for a spotless home • The best cordless vacuum cleaners, tested Buying a vacuum cleaner isn’t as easy as you might think. With so many brands and models to choose from, it can be bewildering. Sticking with established brands isn’t necessarily a safe bet, with past performance being no guarantee that the latest models will be as good. Meanwhile, prices can be deceptive, with some affordable models now closing the gap on top-of-the-range brands when it comes to cleaning performance. You can’t know all this by browsing through a department store or online. The ideal thing to do would be to take a few models home to try them out – but good luck persuading anyone to let you do that. Thankfully, you won’t have to try because I’ve tested an array of models for you. I’ve measured each one’s ability to perform a range of real-world cleaning jobs, so you can discover the best vacuum cleaner for you. Best corded vacuum cleaner overall: Shark Detect XL Car + Pet LA791UKT Best cordless vacuum cleaner overall: Shark PowerDetect Clean & Empty IP3251UKT Continue reading...
Whether you blame the US or the communist regime, there is no doubt that this is an island spiralling into tragedy Felix Valdés García was nine years old when the revolutionaries came to blow up his trees. It was the verge of the 1970s and his father, Felin, was losing the family farm to Cuba’s 10-year-old communist regime. A push called the Revolutionary Offensive was under way, mobilising the pe...
Whether you blame the US or the communist regime, there is no doubt that this is an island spiralling into tragedy Felix Valdés García was nine years old when the revolutionaries came to blow up his trees. It was the verge of the 1970s and his father, Felin, was losing the family farm to Cuba’s 10-year-old communist regime. A push called the Revolutionary Offensive was under way, mobilising the people to sow, clean and harvest 10m tonnes of sugar cane in an effort to make Cuba financially independent. The land needed to be cleared. For decades the family had nurtured their 800 hectares of rich loam alongside the meandering Sagua River. Eight couples, all related, worked the fields, while Felix and his sister had fruitful adventures among the royal palms, avocado, mango and magnificent ceiba. Continue reading...
Fiscal strains are forcing Chinese provinces to slash their budget-revenue expectations for 2026 due to the knock-on effects of a five-year property market slump, and analysts cite the shift as a warning sign that intense debt pressures continue to drag down the nation’s economic growth outlook. Major provinces are budgeting for 2 to 3 per cent growth this year in general public operating revenue,...
Fiscal strains are forcing Chinese provinces to slash their budget-revenue expectations for 2026 due to the knock-on effects of a five-year property market slump, and analysts cite the shift as a warning sign that intense debt pressures continue to drag down the nation’s economic growth outlook. Major provinces are budgeting for 2 to 3 per cent growth this year in general public operating revenue, broadly in line with last year but below broader economic growth targets, Fitch Ratings said in a...
To get Industrial Strength delivered directly to your inbox, sign up here . Some CEOs aren’t even willing to guess anymore about when the US consumer will start to see some relief. After a record-long period of sluggish demand, the broader manufacturing economy is finally starting to perk back up — except when it comes to US shoppers. Organic sales in 3M Co.‘s consumer business, which sells Post-i...
To get Industrial Strength delivered directly to your inbox, sign up here . Some CEOs aren’t even willing to guess anymore about when the US consumer will start to see some relief. After a record-long period of sluggish demand, the broader manufacturing economy is finally starting to perk back up — except when it comes to US shoppers. Organic sales in 3M Co.‘s consumer business, which sells Post-it notes, Scotch tape and Nexcare bandages, fell 2.2% in the fourth quarter, a worse-than-expected showing that meant sales for the division declined overall in 2025. Residential sales in Carrier Global Corp.‘s Americas climate division fell 40% in the fourth quarter, while volumes dropped 9% in Stanley Black & Decker Inc.’s consumer-facing tools and outdoor products division. Revenue in Pentair Plc’s pool-pump business increased 11% in the period — but that was primarily because of price hikes. Read More: Recovery for the AI Have-Nots Is Overdue Higher costs for just about everything have forced consumers to dial back spending to make ends meet, whether by scrapping discretionary purchases altogether or switching to cheaper options, even on items as basic as toothbrushes and car insurance. The housing market remains stuck, with consumers reluctant to abandon low-interest rate mortgages struck during the depths of the pandemic. And no one is quite sure when things might get better. Pentair isn’t forecasting a recovery in residential markets as part of its guidance for 2026 and it’s also not banking on a rebound in 2027 — “not that we don’t believe it will happen,” Chief Executive Officer John Stauch said on the company’s earnings call earlier this month. “But we don’t see that yet, and we have no evidence that that’s going to happen.” Carrier similarly is assuming “no improvement on interest rates, consumer confidence, new or existing home sales,” CEO Dave Gitlin said on the company’s earnings call. Trane Technologies Plc expects the performance in its residential HVAC to im...
EKKAPHAN CHIMPALEE/iStock via Getty Images I previously covered Unity Software Inc. ( U ) in November 2025, discussing why I had downgraded the U stock to a Hold then, despite the promising FY2026 growth prospects and the richer free cash flow generation arising from the robust SaaS/ad-tech monetization trends. My caution was attributed to the priced-in premium valuations and the mixed technical i...
EKKAPHAN CHIMPALEE/iStock via Getty Images I previously covered Unity Software Inc. ( U ) in November 2025, discussing why I had downgraded the U stock to a Hold then, despite the promising FY2026 growth prospects and the richer free cash flow generation arising from the robust SaaS/ad-tech monetization trends. My caution was attributed to the priced-in premium valuations and the mixed technical indicators implying further sideways trading cadence—all of which presented its uncertain return profile then. In this article, I shall discuss why I am upgrading the U stock to a Buy, thanks to the improved margin of safety arising from the recent SaaS/Ad-Tech meltdown, the consequently cheaper valuations, and the potentially outsized upside potential. My optimism is attributed to their robust monetization prospects from the vertically integrated GameDev/AdTech capabilities, as similarly observed in the growing cross-selling trends and the richer profit margins. U Boasts Robust GameDev/AdTech Monetization Prospects U 1Y Stock Price (Trading View) Since my last Hold rating, U has indeed retraced deeply by the double digits, as the market over-reacts to the numerous headwinds in January 2026: 1. Anthropic's recent launch of " Cowork ," with the AI-driven productivity expected to "results in the elimination of jobs. That potentially means less per-seat software licenses " while dragging down the wider Enterprise software sector then. This is an overly done reaction in my opinion, given U's SaaS offerings for a highly niche, GameDev end market. 2. Google's ( GOOG ) ( GOOGL ) recent announcement of "Project Genie, an experimental research prototype that allows users to create virtual worlds and interact with them," with the ability to "create an impressive range of fascinating worlds and experiences " expected to trigger headwinds to the GameDev sector's future monetization prospects. This is an over reaction in my opinion, since analysts have "pointed out that Unity's engine wa...
When talking about 2026 Medicare changes, the focus often stays on Parts A and B and their associated costs and coverage. But if you're taking prescription medications, that's only part of the story. Your Part D plan has likely changed, too, which could also affect your retirement healthcare budget . This year has seen several major changes to Part D plans, some for the better and others for the w...
When talking about 2026 Medicare changes, the focus often stays on Parts A and B and their associated costs and coverage. But if you're taking prescription medications, that's only part of the story. Your Part D plan has likely changed, too, which could also affect your retirement healthcare budget . This year has seen several major changes to Part D plans, some for the better and others for the worse. Here are the three biggest differences that Medicare beneficiaries should be aware of in 2026. Image source: Getty Images. Continue reading
DP World Boss Resigns As "Epstein Disruption" Spreads Across Corporate World The " Epstein Disruption " continued to rock corporate America and the world overnight . First , Kathryn Ruemmler, Goldman Sachs' chief legal officer and general counsel, announced her resignation Thursday night amid scrutiny over ties to Jeffrey Epstein. Ruemmler told the Financial Times that she will exit Goldman on Jun...
DP World Boss Resigns As "Epstein Disruption" Spreads Across Corporate World The " Epstein Disruption " continued to rock corporate America and the world overnight . First , Kathryn Ruemmler, Goldman Sachs' chief legal officer and general counsel, announced her resignation Thursday night amid scrutiny over ties to Jeffrey Epstein. Ruemmler told the Financial Times that she will exit Goldman on June 30, and said, "I made the determination that the media attention on me, relating to my prior work as a defense attorney, was becoming a distraction. Epstein BFF, Obama top lawyer and Goldman general counsel, Kathy Ruemmler, was paid over $50 million in 2022-2024 https://t.co/dDzuYSWrZM — zerohedge (@zerohedge) February 13, 2026 Ruemmler previously served as the White House Counsel during the Obama administration. She told Axios that it was her "responsibility…to put Goldman Sachs' interests first"... Following Ruemmler's decision to resign, the next corporate fallout tied to the trove of Epstein documents released by the U.S. Department of Justice hit DP World , where the head of the Dubai-based logistics group stepped down. Epstein disruption: DP World Says Sultan Ahmed Bin Sulayem Resigned as CEO, Chairman — zerohedge (@zerohedge) February 13, 2026 DP World announced earlier that its CEO, Sultan Ahmed bin Sulayem, will step down, following renewed scrutiny of his relationship with Epstein this week. FT reports that the Dubai government announced that Essa Kazim will be named chair of its board and Yuvraj Narayan will be named CEO of DP World. Revelations about Sulayem's relationship with Epstein in the latest tranche of DoJ files prompted two government-linked investment funds, La Caisse and British International Investment, some of DP World's top partners, to warn they would pause future deals unless "required actions" were taken. By the end of the week, Sulayem stepped down. Sulayem and Epstein cooking together... BII said that it would "not be making any new investme...
Ezee Fiber announced today that it will expand its fiber-to-the-premises network into Oregon, bringing multi-gig fiber internet service to residential and business customers in the Salem area. Customer installations are expected to begin in the first half of 2026.
Ezee Fiber announced today that it will expand its fiber-to-the-premises network into Oregon, bringing multi-gig fiber internet service to residential and business customers in the Salem area. Customer installations are expected to begin in the first half of 2026.
The feature, internally known as “Name Tag,” would allow smart glasses wearers to identify people and get information about them via Meta's AI assistant.
The feature, internally known as “Name Tag,” would allow smart glasses wearers to identify people and get information about them via Meta's AI assistant.