Source: Bloomberg, 4:16

Tom Werner/DigitalVision via Getty Images Intro As many other analysts covering PayPal Holdings, Inc. ( PYPL ), I have to admit that my positive call on the stock back in November hasn’t played out as expected so far. That said, the final assessment really needs to be viewed through a longer‑term lens, as I think the vast majority of ratings here on Seeking Alpha are given with a long‑term perspective in mind rather than short‑term swings. As the saying goes, in the short run the market is a voting machine, but in the long run it is a weighing machine (B. Graham). So, I believe some patience is good to have in such cases, while the short‑term dust settles and the longer‑term picture becomes clearer. Still, since PayPal has seemed like one of the most convincing undervalued fundamental plays out there to me, I’m left wondering about the steep drop in its price—roughly one‑third—that investors have seen in recent weeks. With that in mind, I wanted to take a deeper look at what’s behind these latest wild moves in more detail. Whether this might be one of those rare, yet still occasionally occurring cases where the market overshoots so dramatically that the move itself ends up scaring potential buyers away, or if there’s something bigger going on beneath the surface. Why PayPal Vs. Fiserv While the headlines around PayPal’s stock cratering are nearly all pointing to challenges in the company’s “branded checkout” segment, a deeper dive suggests that the struggles aren’t solely the result of weak execution there—though I believe it could have been better—but also reflect a broader transitional shift within the payment‑processing landscape, or, if you prefer, the fintech sector more broadly. To break down the situation, I started by listing what I see as the most significant and impactful recent changes in the payments space. As an investor exploring a diverse range of businesses across various industries, I can’t claim to be the ultimate fintech expert and may very well b...

Image source: The Motley Fool. Friday, Feb. 13, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

【有線新聞】警方拘捕一名的士司機涉嫌濫收車資。 35歲的士司機在警車協助調查。凌晨12時許，警員喬裝遊客在中環擺花街與威靈頓街交界登上一輛的士往尖東麼地道的酒店，抵達目的地後，的士收取350元車資，警員隨即表露身分，拘捕司機並將的士拖走扣查。

Tree has never been granted preservation order to protect it under law and prevent it from being cut down The future of the original Bramley apple tree, which is responsible for one of the world’s most popular cooking apples, is at risk now that the site where it grows has been put up for sale, campaigners have warned. The tree is situated in the back garden of a row of cottages in Southwell, Nottinghamshire, which has been owned by Nottingham Trent University since 2018 and has been used as student accommodation. Continue reading...

格隆汇2月14日｜美国总统特朗普：如果与伊朗没有达成协议，我们将需要航空母舰。

格隆汇2月14日｜美国总统特朗普：俄罗斯想要达成协议，泽连斯基必须行动起来。

格隆汇2月14日｜美国总统特朗普：第二艘航母刚刚抵达波斯湾。

【有線新聞】加拿大卑詩省校園槍擊案，警方相信槍手是隨機施襲，正調查槍械來源。 總理卡尼及保守黨黨魁博勵治等多個政黨領袖帶同鮮花，到案發的塔布勒嶺鎮悼念死者。警方在兩個槍擊現場、學校及槍手范魯特塞拉爾家中合共檢獲四把搶，指槍手母親持有槍牌同購買許可證，但未有登記任何槍械，正調查行兇槍械來源，周末前將完成所有法證工作。 事發在周二，范魯特塞拉爾先在家中殺死母親及繼弟，再到母校行兇擊斃6人，之後吞槍自殺。

Key PointsNetflix has an agreement to acquire Warner Bros., and the streaming pioneer sees it as a way to accelerate growth.

格隆汇2月14日｜美国总统特使威特科夫：乌克兰总统泽连斯基得开始行动了。

With handset revenues under pressure and earnings momentum weakening, Qualcomm's stock could still remain under pressure.

格隆汇2月14日｜德国正考虑将一项拟设立的原材料基金资金排除在国家债务限制之外，此举可能为更广泛地分散关键供应来源提供额外的财政空间。德国财长克林拜尔周五表示：“我们尚未作出决定，但我们知道为此需要资金。如果我们在关键材料和供应链问题上处于脆弱状态，这不仅不利于我们的工业，也不利于我们的安全。”德国约两年前启动了一项由国家支持的原材料基金，规模为10亿欧元，用于投资采矿、加工和回收项目，以实现供应多元化，但该基金规模相对有限。德国的净新增借款上限已写入该国宪法。作为欧洲最大经济体，德国去年决定将国防投资排除在所谓“债务刹车”机制之外，以便在需要时更灵活地调配大量资金。

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Harvard University graduates attend the university's 374th commencement ceremony on May 29, 2025 in Cambridge, Massachusetts. Vcg | Visual China Group | Getty Images The Trump administration sued Harvard University on Friday, accusing it of failing to comply with a federal investigation and seeking documents to determine whether the university had illegally considered race in its admissions process. The move comes less than two weeks after U.S. President Donald Trump said his administration was seeking $1 billion from Harvard to settle probes into school policies, after a news report that said Trump had dropped his demand for a payment from the Ivy League school. Harvard representatives did not immediately respond to a request for comment. Trump's administration has been threatening to withhold federal funds from Harvard and several other universities over issues including pro-Palestinian protests against Israel's war in Gaza, campus diversity and transgender policies. The Justice Department said on Friday in a press release that Harvard had "repeatedly slow-walked the pace of production and refused to produce pertinent data and documents," including admissions policies and correspondence related to banned diversity, equity and inclusion programs. In the complaint filed in Boston federal court, Justice Department lawyers said the documents requested will help assess whether Harvard is complying with a 2023 decision by the U.S. Supreme Court which said that race-conscious college admissions programs are unconstitutional. The Justice Department said it brought the lawsuit "solely to compel Harvard to produce documents relating to any consideration of race in admission" and "does not accuse Harvard of any discriminatory conduct, nor does it seek monetary damages or the revocation of federal funding." The administration last year attempted to cancel hundreds of grants awarded to Harvard researchers on the grounds the school failed to do enough to address harassment of J...

M. Suhail/iStock Editorial via Getty Images Shares of Advance Auto Parts ( AAP ) have been a volatile performer, but the stock is making progress recouping prior underperformance with shares up 30% over the past year. Investors received more good news Friday that the turnaround is on track, sending shares up 4% initially and back towards a 52-week high. I last covered shares in November , when I upgraded AAP to a hold from sell, given progress in advancing its turnaround. Frankly, I should have moved the stock all the way to a buy given the 25% run since then. With updated financials, now is a good time to revisit Advance Auto Parts. Seeking Alpha Margins impress as turnaround takes hold In the company’s fourth quarter , Advance Auto Parts earned $0.86, blowing past estimates by $0.45. While revenue was down 1%, this was due to past store closings, and we saw same-store sales flip back positive, gaining 1.1%. Advance Auto Parts has taken significant action to simplify its business by selling assets, closing underperforming stores, and refocusing on the core business, improving inventory availability and reducing wait times. We are seeing this effort pay off. As you can see below, operating margins have improved substantially, and AAP is now solidly profitable. At the same time, this turnaround is far from over with margins still running well below management’s medium term target. Advance Auto Parts Drilling into Q4 results, gross margins were 44.2%, up 520bps last year. Last year’s margin was especially low given the blowout of inventory ahead of ~500 store closings and restructuring activity, but we are still seeing genuine margin expansion as it makes meaningful strides in better managing inventory. Even with slightly lower sales, adjusted gross profit was up nearly $100 million to $873 million. This is an especially impressive performance considering the fact that tariffs have increased product costs to some degree, but AAP has been able to mitigate these pressur...

Are AMZN Shares Poised For A 9-Day Losing Streak? Here’s What Retail Thinks Stocktwits

Key PointsGold and silver prices turned higher again on Friday.

pcess609/iStock via Getty Images By Łukasz Zembik January data without a negative surprise January’s inflation report in the United States delivered a moderately positive signal for financial markets. Consumer prices rose by 0.2 per cent month on month and by 2.4 per cent year on year, slightly below market consensus. Core inflation, excluding energy and food, increased by 0.3 per cent month on month and 2.5 per cent year on year, in line with analysts’ expectations. Importantly, the pattern seen in previous years, when January readings repeatedly surprised to the upside, did not reappear. At the beginning of the year, firms often revise their price lists, which in periods of strong cost pressure had previously led to marked increases in inflation indicators. This time, the effect was limited, suggesting that price pressures are gradually easing. Contributions to US CPI Y/Y% NSA (Source: Bloomberg) The impact of tariffs on overall price levels remains moderate. In selected categories, such as audio and video equipment, above-average price increases are visible. However, overall goods prices excluding energy and food were unchanged compared with the previous month, as was already the case in December. Stronger increases were recorded in the services sector, where prices rose by 0.4 per cent month on month. This was partly due to significant volatility in airfares, which climbed by 6.5 per cent. More importantly, rent inflation slowed markedly to 0.2 per cent, as housing costs had been a key factor sustaining elevated core inflation in previous quarters. The trend in core inflation continues to point towards a gradual moderation in price dynamics. The disinflationary process is progressing slowly, but the overall direction remains consistent with policymakers’ expectations. The Fed can afford to wait for further data For the Federal Reserve, the current report is relatively comfortable. On the one hand, the feared surge in prices at the start of the year did not mater...

Key PointsMedicare was scheduled to end coverage for most telehealth services on Jan. 30, 2026.

Judge Halts Trump Admin's $600 Million Public Health Funding Cut Targeting 4 Blue States Authored by Kimberly Hayek via The Epoch Times, A federal judge on Thursday temporarily blocked the Trump administration from cutting more than $600 million in public health grants to four Democratic-led states, siding with the states’ argument that the cuts appeared politically motivated. U.S. District Judge Manish Shah issued a 14-day temporary restraining order preventing the U.S. Department of Health and Human Services (HHS) and the Centers for Disease Control and Prevention from rescinding the funds allocated to California, Colorado, Illinois, and Minnesota. The ruling came a day after the states filed a lawsuit challenging the administration’s directive, with officials in the filing calling it unconstitutional. The cuts, directed by the White House Office of Management and Budget under Director Russell Vought, mostly go to the Public Health Infrastructure Grant, which funds public health departments to recruit and train workers, improve organizational systems, and modernize data infrastructure. HHS said in a notice to Congress that the grants are “inconsistent with agency priorities,” according to the filing. The priorities include modernizing public health infrastructure and not supporting illegal immigration, the lawsuit states. The states alleged the reductions were retaliation for their policies on immigration, “gender-affirming care for minors,” and other issues opposed by President Donald Trump. Trump has said that agencies should stop paying sanctuary cities, and the Office of Management and Budget has said that it directed health officials to withdraw the $600 million from the states. “Starting February 1, we’re not making any payments to sanctuary cities,” Trump said during a Jan. 13 speech in Detroit, referencing jurisdictions whose policies prohibit local authorities from cooperating with federal immigration agents. Trump said that such cities “do everything pos...

Getty Images Back in November, I upgraded Meta Platforms, Inc. ( META ) to a strong buy rating. In that update I expressed my view that CapEx fears were significantly overblown as AI integration powered their results. The valuation was also attractive, and that led to my strong conviction call. Since then, the stock has advanced by over 12% as of this writing, and so my bullish stance has worked out quite well. With the company having reported their latest earnings just recently, today is the right time for an update. Seeking Alpha Below, it is shown that Meta saw a solid Q4. User metrics were strong overall, and revenue growth remained elevated. Expense control was a little mixed, however, as Reality Labs continued to bleed cash. That said, Meta's AI glasses are getting some buzz, and the company provided robust Q1 guidance. With CapEx determined to be justified and sustainable, I would say that the valuation offers a great deal of opportunity relative to the fundamentals. Bill Ackman recently made headlines with a large stake in Meta, and I believe investors would be wise to follow his lead. User Metrics Meta Q4 Presentation Like last time, we'll start today with a look at their user metrics, as these signal the long-term health of their business. For their 2025 Q4, their family daily active people reached 3.58 billion, up 7% YoY. This is a resilient figure, but it does represent a slight deceleration from the 8% growth seen in Q3, and so there may be a slight plateauing of their platforms' attractiveness. That said, some minor variations in user growth are probably quite normal, so I wouldn't draw the conclusion that their business is losing momentum. On the contrary, I believe it is fair to say that Meta saw stable, respectable growth in DAP. Meta Q4 Presentation Some investors are concerned about the ROI on AI spending in general. I believe Meta's ad impression stats clearly demonstrate the power of AI in transforming a business. As you can see in the charts ab...

Meta Is Now A Bargain Mag 7 Stock (NASDAQ:META) Seeking Alpha

Storagevault Canada press release ( SVAUF ): Q4 Revenue of C$86.7M. NOI, a non-IFRS measure, grew to $57.7 million from $53.4 million. net loss of $15.5 million (net loss of $6.6 million for Q4 2024) More on StorageVault Seeking Alpha’s Quant Rating on StorageVault Historical earnings data for StorageVault Dividend scorecard for StorageVault Financial information for StorageVault