The dollar index (DXY00 ) today is up +0.04%. The weakness in stocks today has boosted some liquidity demand for the dollar. However, gains in the dollar are limited after US January consumer prices rose less than expected, boosting speculation that the Fed will be able to resume cutting interest...
The dollar index (DXY00 ) today is up +0.04%. The weakness in stocks today has boosted some liquidity demand for the dollar. However, gains in the dollar are limited after US January consumer prices rose less than expected, boosting speculation that the Fed will be able to resume cutting interest...
Last year, HCA Healthcare (NYSE: HCA) , a medical facilities operator, crushed broader equities. The company faced some uncertainty heading into the new year (more on that below), but so far, it has maintained the momentum we saw in 2025. HCA Healthcare's stock is up 7% so far in 2026, which is much better than the S&P 500 's year-to-date performance. The good news is that there might be plenty of...
Last year, HCA Healthcare (NYSE: HCA) , a medical facilities operator, crushed broader equities. The company faced some uncertainty heading into the new year (more on that below), but so far, it has maintained the momentum we saw in 2025. HCA Healthcare's stock is up 7% so far in 2026, which is much better than the S&P 500 's year-to-date performance. The good news is that there might be plenty of upside left for the healthcare company. Here is why it's worth investing in HCA Healthcare and holding its shares for the long term. Image source: Getty Images. Continue reading
Your developers are already running OpenClaw at home. Censys tracked the open-source AI agent from roughly 1,000 instances to over 21,000 publicly exposed deployments in under a week. Bitdefender’s GravityZone telemetry, drawn specifically from business environments, confirmed the pattern security leaders feared: employees deploying OpenClaw on corporate machines with single-line install commands,...
Your developers are already running OpenClaw at home. Censys tracked the open-source AI agent from roughly 1,000 instances to over 21,000 publicly exposed deployments in under a week. Bitdefender’s GravityZone telemetry, drawn specifically from business environments, confirmed the pattern security leaders feared: employees deploying OpenClaw on corporate machines with single-line install commands, granting autonomous agents shell access, file system privileges, and OAuth tokens to Slack, Gmail, and SharePoint. CVE-2026-25253 , a one-click remote code execution flaw rated CVSS 8.8, lets attackers steal authentication tokens through a single malicious link and achieve full gateway compromise in milliseconds. A separate command injection vulnerability, CVE-2026-25157 , allowed arbitrary command execution through the macOS SSH handler. A security analysis of 3,984 skills on the ClawHub marketplace found that 283, about 7.1% of the entire registry, contain critical security flaws that expose sensitive credentials in plaintext. And a separate Bitdefender audit found roughly 17% of skills it analyzed exhibited malicious behavior outright. The credential exposure extends beyond OpenClaw itself. Wiz researchers discovered that Moltbook, the AI agent social network built on OpenClaw infrastructure, left its entire Supabase database publicly accessible with no Row Level Security enabled. The breach exposed 1.5 million API authentication tokens, 35,000 email addresses, and private messages between agents that contained plaintext OpenAI API keys. A single misconfiguration gave anyone with a browser full read and write access to every agent credential on the platform. Setup guides say buy a Mac Mini. Security coverage says don’t touch it. Neither gives a security leader a controlled path to evaluation. And they’re coming fast. OpenAI’s Codex app hit 1 million downloads in its first week . Meta has been spotted testing OpenClaw integration in its AI platform codebase. A startup ca...
There are plenty of unanswered questions about the origin of life on Earth. But the research community has largely reached consensus that one of the key steps was the emergence of an RNA molecule that could replicate itself. RNA, like its more famous relative DNA, can carry genetic information. But it can also fold up into three-dimensional structures that act as catalysts. These two features have...
There are plenty of unanswered questions about the origin of life on Earth. But the research community has largely reached consensus that one of the key steps was the emergence of an RNA molecule that could replicate itself. RNA, like its more famous relative DNA, can carry genetic information. But it can also fold up into three-dimensional structures that act as catalysts. These two features have led to the suggestion that early life was protein-free, with RNA handling both heredity and catalyzing a simple metabolism. For this to work, one of the reactions that the early RNAs would need to catalyze is the copying of RNA molecules, without which any sort of heritability would be impossible. While we've found a number of catalytic RNAs that can copy other molecules, none have been able to perform a key reaction: making a copy of themselves. Now, however, a team has found an incredibly short piece of RNA—just 45 bases long—that can make a copy of itself. Finding an RNA polymerase We have identified a large number of catalytic RNAs (generically called ribozymes, for RNA-based enzymes), and some of them can catalyze reactions involving other RNAs. A handful of these are ligases, which link together two RNA molecules. In some cases, they need these molecules to be held together by a third RNA molecule that base pairs with both of them. We've only identified a few that can act as polymerases, which add RNA bases to a growing molecule, one at a time, with each new addition base pairing with a template molecule. Read full article Comments
islander11/iStock via Getty Images As AI continues to disrupt the software market, b elow is a list of the top 10 small and mid-cap software stocks with A-rated EPS revision grades. The list is arranged by their YTD performance, with the biggest decliners ranked at the top. The list is topped by Intapp ( INTA ), with a YTD performance of -48.84%. PagerDuty ( PD ) and Asana ( ASAN ) are next, with ...
islander11/iStock via Getty Images As AI continues to disrupt the software market, b elow is a list of the top 10 small and mid-cap software stocks with A-rated EPS revision grades. The list is arranged by their YTD performance, with the biggest decliners ranked at the top. The list is topped by Intapp ( INTA ), with a YTD performance of -48.84%. PagerDuty ( PD ) and Asana ( ASAN ) are next, with YTD declines of -48.28% and -45.08% respectively. ServiceTitan ( TTAN ) and Yext ( YEXT ) round out the rest of the top five. Other significant companies on the list include Pegasystems ( PEGA ), Sprinklr ( CXM ), and Commvault Systems ( CVLT ), all of which have seen YTD losses exceeding 30%. Here is the list: Intapp ( INTA ), YTD perf: -48.84%, Quant rating: A+ PagerDuty ( PD ), YTD perf: -48.28%, Quant rating: A+ Asana ( ASAN ), YTD perf: -45.08%, Quant rating: A ServiceTitan ( TTAN ), YTD perf: -42.55%, Quant rating: A+ Yext ( YEXT ), YTD perf: -33.75%, Quant rating: A Pegasystems ( PEGA ), YTD perf: -32.03%, Quant rating: A Sprinklr ( CXM ), YTD perf: -30.72%, Quant rating: A Commvault Systems ( CVLT ), YTD perf: -30.36%, Quant rating: A+ AvePoint ( AVPT ), YTD perf: -24.91%, Quant rating: A Blackbaud ( BLKB ), YTD perf: -24.65%, Quant rating: A Software ETFs: ( IGPT ), ( XSW ), ( AOTS ) More on software stocks XSW And The Crisis Of The Software Sector That You Need To Know Intapp: Collateral Damage In The AI Scare Trade Intapp: The Crash Puts This Stock At A Deep Bargain Biggest YTD losses among large-cap software stocks with A profitability grades Current chaos in software sell-off creates buying opportunities – analyst
Getty Images Sandisk Corporation ( SNDK ) has become one of the most heavily traded AI companies on the market. Following the spin-off and a string of exceptional quarterly results, the company's stock has soared to all-time highs as investors extrapolate from peak NAND prices, sustained AI-driven storage demand, and structurally higher margins into the distant future. The latest earnings report c...
Getty Images Sandisk Corporation ( SNDK ) has become one of the most heavily traded AI companies on the market. Following the spin-off and a string of exceptional quarterly results, the company's stock has soared to all-time highs as investors extrapolate from peak NAND prices, sustained AI-driven storage demand, and structurally higher margins into the distant future. The latest earnings report confirmed this optimism, with record-breaking profitability and an extremely aggressive third-quarter outlook. However, in our view, the current share price reflects near-perfect operating conditions that are unlikely to persist. Sandisk is benefiting from a rare combination of tight supply, higher prices, and favorable product mix, all occurring simultaneously. History shows that memory cycles rarely remain this favorable for long. Since the valuation currently does not factor in peak earnings and multi-year pricing power, we believe the risk-reward profile has become decidedly unfavorable. We rate the shares as a Sell . Peak Earnings Priced as New Normal Sandisk's Q2 FY26 results were undeniably strong. Revenue reached $3.03 billion, up 60% year-over-year, while non-GAAP gross margin increased to 51.1%, well above the prior-cycle average. Data center revenue grew 64% sequentially to $440 million, supporting the argument that AI infrastructure has fundamentally changed the dynamics of NAND demand. However, it is this concentration of positive factors that is worrisome. Current margins are driven largely by pricing rather than volume growth, with shipments growing only in the low single digits. This suggests that profitability is highly sensitive to ASP rather than underlying structural efficiency. Management itself acknowledged that demand continues to outpace supply, and that distribution, not capacity expansion, is driving results. The market is currently pricing Sandisk as if these conditions represent a stable equilibrium. In our view, this underestimates the inherent c...
Anthropic, the AI startup behind the Claude platform, has closed a $30 billion Series G funding round, marking the second-largest private tech fundraising in history after rival OpenAI. The investment more than doubled the company’s valuation to $380 billion and comes as adoption of its AI...
Anthropic, the AI startup behind the Claude platform, has closed a $30 billion Series G funding round, marking the second-largest private tech fundraising in history after rival OpenAI. The investment more than doubled the company’s valuation to $380 billion and comes as adoption of its AI...
Andrzej Rostek/iStock via Getty Images Yesterday, after market hours, Intercorp Financial Services Inc. ( IFS ) reported its Q4 and FY 2025 results. The company delivered a resilient performance in Q4 2025, closing a year of significant recovery. This confirmed our initial 2024 investment thesis called " Intercorp Financial Services Is Ready To Take Off ." As a reminder, in our last update (Q3 ear...
Andrzej Rostek/iStock via Getty Images Yesterday, after market hours, Intercorp Financial Services Inc. ( IFS ) reported its Q4 and FY 2025 results. The company delivered a resilient performance in Q4 2025, closing a year of significant recovery. This confirmed our initial 2024 investment thesis called " Intercorp Financial Services Is Ready To Take Off ." As a reminder, in our last update (Q3 earnings comment), we maintained our buy rating. This was supported by solid momentum in the banking NII and sustained expansion across its digital platforms. Despite two consecutive write-offs, IFS's asset quality remains sound, with a lower cost of risk. We also positively pointed out: 1) a higher DPS expected for 2026, 2) shares below IPO stock price, and 3) discount compared to sector averages. However, after a 31.5% rally over a short period (Fig. 1), we believe IFS's valuation is fully priced. Mare Ev. Lab Past Rating Update Fig. 1 Q4 Results And Our Neutral Stance The company delivered a resilient performance, reporting a net profit of S/ 461.3 million in Q4 2025, a slight 1.1% increase from S/ 456.2 million in Q3 2025. This modest quarterly growth masks significant shifts within the company's segments: a powerful recovery in the Insurance business and stable, strong results from Banking were largely offset by a sharp, anticipated decline in the Wealth Management segment's contribution. All in all, the quarter was defined by improved credit quality, leading to lower provisions, and high income from real estate valuations in the insurance arm. However, ongoing impairments related to the Rutas de Lima (RdL) investment and a normalization of mark-to-market gains in wealth management weighed on the results. Overall, the quarter solidified a strong full-year 2025 performance, with an accumulated net profit of S/ 1,943 million, a 49% increase yearly, and a full-year ROE of 16.8% (Fig. 1). By segment, the Banking division demonstrated remarkable stability and strength. The Ins...
Earnings Call Insights: Atmus Filtration Technologies (ATMU) Q4 2025 Management View CEO Stephanie Disher highlighted the completion of the Koch Filter acquisition, which established the new Industrial Solutions segment and “unlocks an opportunity to accelerate our growth.” Disher stated, “With the acquisition, Atmus will report on two business segments in 2026: Power Solutions, which serves globa...
Earnings Call Insights: Atmus Filtration Technologies (ATMU) Q4 2025 Management View CEO Stephanie Disher highlighted the completion of the Koch Filter acquisition, which established the new Industrial Solutions segment and “unlocks an opportunity to accelerate our growth.” Disher stated, “With the acquisition, Atmus will report on two business segments in 2026: Power Solutions, which serves global on-highway and off-highway equipment markets; and Industrial Solutions where Koch Filter will be reported.” The CEO emphasized the launch of the NanoNet N3 filtration media, recognized as the World Filtration Institute Prestigious Product of the Year, and described it as “a cornerstone in growing our first-fit business.” Disher reported $78 million returned to shareholders in 2025 through $61 million in share buybacks and $17 million in dividends, with $69 million remaining on the repurchase authorization and expected buybacks of $20 million to $40 million in 2026. The CEO reviewed progress on the four-pillar growth strategy, including expanding aftermarket presence, transforming the supply chain, and targeting industrial filtration markets through the Koch acquisition. CFO Jack Kienzler stated, “Sales in the fourth quarter were $447 million compared to $407 million during the same period last year, an increase of 9.8%. The increase in sales was primarily driven by pricing of 5% higher volumes of 4% and favorable foreign exchange of 1%.” Outlook Disher outlined expectations for 2026, indicating Power Solutions total revenue will be in the range of $1.79 billion to $1.85 billion and Industrial Solutions revenue of $155 million to $165 million. Combined, company revenue is projected to range from $1.945 billion to $2.015 billion, reflecting an expected increase of 10% to 14%. Management expects adjusted EBITDA margin to be in the range of 19.5% to 20.5% and adjusted EPS guidance is $2.75 to $3. Pricing is forecast to contribute approximately 1% of revenue growth, and the U....
CALHOUN, Georgia, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) anunció hoy utilidades netas del cuarto trimestre de 2025 de $ 42 millones y utilidades por acción ('EPS') de $ 0.68; las utilidades netas ajustadas fueron de $ 124 millones, y la EPS ajustada fue de $ 2.00. Las ventas netas del cuarto trimestre de 2025 fueron de $2.7 mil millones, un aumento del 2.4% , según l...
CALHOUN, Georgia, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) anunció hoy utilidades netas del cuarto trimestre de 2025 de $ 42 millones y utilidades por acción ('EPS') de $ 0.68; las utilidades netas ajustadas fueron de $ 124 millones, y la EPS ajustada fue de $ 2.00. Las ventas netas del cuarto trimestre de 2025 fueron de $2.7 mil millones, un aumento del 2.4% , según lo reportado, y una disminución del 3.3% sobre una base ajustada en comparación con el año anterior. Durante el cuarto trimestre de 2024, la Compañía reportó ventas netas de $ 2.6 mil millones, utilidades netas de $ 90 millones y utilidades por acción de $ 1.43; las utilidades netas ajustadas fueron $ 123 millones, y la EPS ajustada fue $ 1.95.
CALHOUN, Geórgia, Feb. 13, 2026 (GLOBE NEWSWIRE) -- A Mohawk Industries, Inc. (NYSE: MHK) anunciou hoje o lucro líquido do T4 de 2025 de $ 42 milhões e lucro por ação ("EPS") de $ 0,68; o lucro líquido ajustado foi de $ 124 milhões, e o EPS ajustado foi de $ 2,00. As vendas líquidas para o T4 de 2025 foram de $ 2,7 bilhões, um aumento de 2,4% conforme reportado e 3,3% estáveis em uma base ajustada...
CALHOUN, Geórgia, Feb. 13, 2026 (GLOBE NEWSWIRE) -- A Mohawk Industries, Inc. (NYSE: MHK) anunciou hoje o lucro líquido do T4 de 2025 de $ 42 milhões e lucro por ação ("EPS") de $ 0,68; o lucro líquido ajustado foi de $ 124 milhões, e o EPS ajustado foi de $ 2,00. As vendas líquidas para o T4 de 2025 foram de $ 2,7 bilhões, um aumento de 2,4% conforme reportado e 3,3% estáveis em uma base ajustada em relação ao ano anterior. Durante o T4 de 2024, a Empresa relatou vendas líquidas de $ 2,6 bilhões, lucro líquido de $ 90 milhões e lucro por ação de $ 1,43; o lucro líquido ajustado foi de $ 123 milhões e o EPS ajustado foi de $ 1,95.
The People's Bank of China. Photo: VCG China’s aggregate financing beat expectations in January, propped up by front-loaded government borrowing, while new bank loans fell short of forecasts in a sign of weak credit demand from the private sector. New yuan loans stood at 4.7 trillion yuan ($675 billion) in January, down 420 billion yuan from the same period last year, according to data released by...
The People's Bank of China. Photo: VCG China’s aggregate financing beat expectations in January, propped up by front-loaded government borrowing, while new bank loans fell short of forecasts in a sign of weak credit demand from the private sector. New yuan loans stood at 4.7 trillion yuan ($675 billion) in January, down 420 billion yuan from the same period last year, according to data released by the People’s Bank of China on Friday. The figure missed the 5.1 trillion yuan average forecast from a Caixin survey of 12 economists.
The co-founder of Palestine Action has won a legal challenge to the home secretary’s decision to ban the group under anti-terrorism laws. Palestine Action was the first direct action protest group to be proscribed. The decision was widely condemned and was defied by a civil disobedience campaign, during which more than 2,000 people have been arrested. From July last year, being a member of – or sh...
The co-founder of Palestine Action has won a legal challenge to the home secretary’s decision to ban the group under anti-terrorism laws. Palestine Action was the first direct action protest group to be proscribed. The decision was widely condemned and was defied by a civil disobedience campaign, during which more than 2,000 people have been arrested. From July last year, being a member of – or showing support for – the group became an offence punishable by up to 14 years in prison. Lucy Hough speaks to the Guardian columnist Owen Jones Continue reading...
Appier Group press release ( APPIF ): FY revenue of JPY 43.7 billion All key regions demonstrate strong growth. NEA and US & EMEA both achieved 36% YoY revenue growth on an FX-neutral basis Profitability improved consistently, operating profit hit a record JPY 3.0 billion, up 50% YoY with a 6.8% margin (JPY 3.8 billion with an 8.5% margin on an FX-neutral basis) Gross profit achieved 32% YoY rise,...
Appier Group press release ( APPIF ): FY revenue of JPY 43.7 billion All key regions demonstrate strong growth. NEA and US & EMEA both achieved 36% YoY revenue growth on an FX-neutral basis Profitability improved consistently, operating profit hit a record JPY 3.0 billion, up 50% YoY with a 6.8% margin (JPY 3.8 billion with an 8.5% margin on an FX-neutral basis) Gross profit achieved 32% YoY rise, driven by revenue scale, technology differentiations and a high-margin product mix Q4 FY25 revenue growth accelerated to 34% (up from 26% in Q3), reached the highest level in the past 9 quarters, fueled by a strong E-commerce peak season Guidance for fiscal year 2026 Core organic growth is expected to accelerate, with revenue projected to JPY 54 billion, up 24% YoY, driven by Agentic AI advancement and dual-engine market penetration Gross profit expected to grow 25% YoY to JPY 29.4 billion, with 54.5% gross margin, propelled by sustained technology-led efficiency and margin expansion Operating income is expected to grow 45% YoY to JPY 4.3 billion (8.0% margin) and EBITDA to grow 37% YoY to JPY 9.4 billion (17.4% margin) More on Appier Group Seeking Alpha’s Quant Rating on Appier Group Historical earnings data for Appier Group Dividend scorecard for Appier Group Financial information for Appier Group
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks are trying to stabilize on Friday after a brutal sell-off in the prior session that spared few corners of the market. Banks, office real estate, transportation and logistics and media stocks were all hit lower amid AI disruption fears. After...
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks are trying to stabilize on Friday after a brutal sell-off in the prior session that spared few corners of the market. Banks, office real estate, transportation and logistics and media stocks were all hit lower amid AI disruption fears. After a session like that, Director of Portfolio Analysis Jeff Marks said we're "scanning for opportunities" following a week of raising cash through trims in Eaton , Cisco and Procter & Gamble . In Thursday's session, even the industrials that have been carrying the market got hit. At the same time, software names that have been crushed over the past few weeks are making a comeback. Salesforce, Palo Alto Networks and CrowdStrike are all higher Friday. 2. Financials were another casualty in Thursday's sell-off, with Wells Fargo fell 3%, Goldman dropped 4%, Capital One down 3.5%, and BlackRock down 2.5%. The group is stabilizing on Friday, and Baird upgraded Wells Fargo to neutral from underperform. The firm sees the bank's valuation as more reasonable after the pullback and is upbeat about Wells' growth prospects. Morgan Stanley also came to the defense of the large-cap banks, saying the banks are AI beneficiaries since AI tools should improve operational efficiencies and drive productivity gains. It believes these pullbacks are buying opportunities. Jeff said we may look to "nibble" on some Capital One shares in the days ahead with the stock down nearly 15% year-to-date, trading at $206 per share. We last trimmed the stock at $240 per share on Dec. 19. 3. Looking ahead to next week, Palo Alto Networks is scheduled to report earnings Tuesday after the close. The firm's CyberArk acquisition closed this week and its acquisition of Chronosphere closed in late January, so now it's time to integrate these acquisitions into Palo Alto's broader suite of products. In a cyber preview not...
Nxera Pharma press release ( SOLTF ): Q4 Revenue of $197.9M. R&D expenses totalled JPY 14,466 million (US$96.7 million), an increase of JPY 2,650 million (US$17.7 million) vs. the prior year. This increase primarily reflects increased R&D investment in the clinical-stage pipeline and in the obesity and metabolic disease area, as well as the impact of yen depreciation. SG&A expenses totalled JPY 15...
Nxera Pharma press release ( SOLTF ): Q4 Revenue of $197.9M. R&D expenses totalled JPY 14,466 million (US$96.7 million), an increase of JPY 2,650 million (US$17.7 million) vs. the prior year. This increase primarily reflects increased R&D investment in the clinical-stage pipeline and in the obesity and metabolic disease area, as well as the impact of yen depreciation. SG&A expenses totalled JPY 15,225 million (US$101.7 million), a decrease of JPY 790 million (US$5.3 million) vs. the prior year. This decrease was primarily due to the Company’s targeted cost reduction initiatives, resulting in lower sales-related expenses. Operating loss totalled JPY 8,462 million (US$56.5 million) vs. an operating loss of JPY 5,423 million (US$35.9 million) in the prior year. Loss before income tax totalled JPY 14,950 million (US$99.9 million) vs. a loss before income tax of JPY 4,662 million (US$30.8 million) in the prior year. More on Nxera Pharma Nxera Pharma Co., Ltd. (SOLTF) Q4 2025 Earnings Call Transcript Nxera Pharma Co., Ltd. (SOLTF) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Nxera Pharma Co., Ltd. (SOLTF) Discusses R&D Restructuring, Pipeline Prioritization, and Focus on Obesity and Metabolism - Slideshow Seeking Alpha’s Quant Rating on Nxera Pharma Historical earnings data for Nxera Pharma