Key PointsAnelise Angelino Sacks acquired 2,000 shares for a transaction value of ~$82,500 on Feb. 9, 2026.

Alphabet is selling an ultra rate 100-year bond, landmark transaction in the debt-fueled race for artificial intelligence supremacy. The story dominated Wall Street this week. Matt Brill of Invesco says he'd be a buyer, only if he's getting paid.

Key PointsImpala Asset Management increased its stake in The Buckle by 162,119 shares, an estimated $9.04 million trade based on quarterly average pricing.

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Andrzej Rostek Is a REIT revival on its way? The answer could be a 'Yes'. Despite the recent AI-related disruption across real estate services stocks, the State Street Real Estate Select Sector SPDR ETF ( XLRE ) comfortably outperforms the S&P 500 index year-to-date. XLRE has advanced 6.25%, compared to the broader SP500's negative 0.19% return. "Economic resilience and a measured path toward lower policy rates are helping to stabilize financing conditions and improve visibility for property cash flows," said Seeking Alpha author Invesco US . "Independent sector outlooks point to balanced supply and demand and highlight areas of structural strength such as data infrastructure as well as steady trends in housing and logistics," according to Invesco US. "This environment reduces oversupply risk and supports rent growth across many segments as development pipelines remain restrained," added the author. With optimism surrounding REIT stocks, shorting activity has also changed its course in about a month's time . Short interest is the percentage of shares outstanding that have been sold short but have not yet been covered or closed out. Extremely high short interest shows investors are very pessimistic. Seeking Alpha has compiled a list of the most and least shorted REIT stocks (with a market cap over $2B) in the current market scenario. Most shorted stocks: NETSTREIT ( NTST ) - 18.69% of shares outstanding Park Hotels & Resorts ( PK ) - 16.90% of shares outstanding Acadia Realty Trust ( AKR ) - 15.81% of shares outstanding Douglas Emmett ( DEI ) - 15.61% of shares outstanding SL Green Realty ( SLG ) - 12.70% of shares outstanding Least shorted stocks: American Tower ( AMT ) - 1.41% of shares outstanding Prologis ( PLD ) - 1.47% of shares outstanding Simon Property Group ( SPG ) - 1.55% of shares outstanding Sun Communities ( SUI ) - 1.59% of shares outstanding Crown Castle ( CCI ) - 1.86% of shares outstanding More on REITs A Once-In-A-Decade Chance To Win Big With REIT...

Key PointsCRISPR Therapeutics’ fourth quarter was relatively disappointing.

Alphabet is selling an ultra rate 100-year bond, landmark transaction in the debt-fueled race for artificial intelligence supremacy. The story dominated Wall Street this week. Matt Brill of Invesco says he'd be a buyer, only if he's getting paid. (Source: Bloomberg)

Oleg Elkov/iStock via Getty Images It needs to be said that my position in Corsair ( CRSR ) is not significant at this time. I bought after citing "BUY" in my last article from about 4-5 months ago, which you can find here . I further added that when the company fell down in November/December, my position was at about 0.25% of my portfolio. The reason that I kept my position small was a combination of the risks I cited in my article, as well as my overall reticence to invest in this market, which I believe to be overvalued. The volatility of the market impacts especially companies that in themselves are very volatile. This couldn't be presented better than with the results we have from Corsair today. I would argue that the non-GAAP beat of 16 cents and a slight revenue beat (about $15M) were not significant enough to change any part of my long-term thesis for the company, yet the company's share price reacted as though something miraculous had happened and shot up 49-50% at the time of writing this article. This sort of reaction shows me two things. First, it shows me the volatility that's being included in the stock. When a company goes up like this on news that we had today, it can be related to demand/supply imbalances, momentum trading, or speculation. It can also indicate institutional buying - the big guys moving in. If you're already established, like I am, as an owner, then that's a good thing. It means your position is going up, simply because some investors may now be expecting more positive news. Generally speaking, though, I'm always very careful about sudden movements in any stock, as it implies the stock is hard to forecast. Secondly, it could also be a short squeeze - but I'm not sure that's the case here, with a relatively limited amount of Corsair shares being shorted relative to what significant shorted stocks see (5.5% is not zero, but it's also not the highest). In this article, I'll cite the reasons and the potential for the company, relative to...

Guido Mieth/DigitalVision via Getty Images L’Oréal ( LRLCF ) has recently released the Q4 2025 report , and the market didn’t appreciate it at all: the stock dropped by 11%. However, in my opinion, this was just an overreaction, as the underlying business remains solid. The main issue was the strong euro appreciation, which reduced the value of foreign sales in euros, something the company couldn’t control. What can be managed, the company is handling well. Highlights Q4 2025/FY 2025 Overall, the quarterly report wasn’t as bad as we might think just by looking at the price per share. L'Oréal Q4 2025 Sure, reported sales were just 1.30% higher than FY2024, but as I previously mentioned, it is entirely due to currency headwinds. In fact, if we take into account the like-for-like data (based on a comparable structure and identical exchange rates), sales achieved a 4% growth. And this growth was spread across all divisions and regions. Market expectations for Q4 2025 were a like-for-like sales growth of 6.46% and an operating profit of €8.90 billion. The company didn’t meet both of them, but just by a small margin: like-for-like sales were 6%, and the operating profit reached €8.89 billion. Definitely not reasons to be concerned about. Regarding profitability, L’Oréal is a giant that is still benefiting from economies of scale. L'Oréal Q4 2025 The operating profit was 20.20%, 20 basis points higher than FY2024. It might seem a meaningless improvement at first glance, but one step at a time the company is experiencing an increasing profitability. Seeking Alpha, YCharts This is a long-term trend, and it is heading higher and higher. A couple of years ago, an operating margin of 20% might have seemed out of reach; now it is the norm. Maybe, in 5-10 years, 25% will be the new norm. Furthermore, consider that 2025 was not an easy year at all for L’Oréal, yet it managed to slightly improve sales and profitability. The company went through tariff implementation, currency headw...

On February 13, 2026, Brightline Capital Management, LLC disclosed it sold out its entire stake in Enviri (NYSE:NVRI) , an estimated $17.77 million trade based on last-disclosed position values. According to a SEC filing dated February 13, 2026, Brightline Capital Management, LLC eliminated its stake in Enviri, selling 1,400,000 shares. The fund’s quarter-end position in the company fell to zero, with a total position valuation decrease of $17.77 million over the reporting period. Enviri is a leading provider of environmental and waste management services, operating at scale with a global customer base. The company leverages long-term contracts and specialized expertise to address complex industrial waste challenges, supporting both resource recovery and regulatory compliance. Its integrated service and product offerings position Enviri as a key partner for industrial clients seeking sustainable waste solutions. Continue reading

Will the president’s Federal Reserve nominee Kevin Warsh be as tough?

Bitcoin's recent tumble wasn't linked to its fundamentals.

Key PointsBitcoin's price got hit hard this month, the latest in a series of struggles.

Leftist Vandals Again Hit Chicago Mural Of Murdered Ukrainian Iryna Authored by Steve Watson via Modernity.news, The Chicago mural honoring Iryna Zarutska, the innocent Ukrainian refugee stabbed to death in cold blood on a Charlotte light rail train, has been vandalized again—just two weeks after its unveiling. This latest defacement underscores how deranged leftists will go to any lengths to suppress reminders of the deadly fallout from their soft-on-crime policies, even when the victim is a refugee who fled war. The mural, painted on a three-story brick building at West Montrose and North Western avenues in Chicago’s North Center neighborhood, depicts Zarutska’s face gazing solemnly, a stark memorial to her senseless murder last August by repeat offender Decarlos Brown Jr. ? #BREAKING : The Chicago mural of Iryna Zarutska has been defaced for a 2nd time in just 14 days. I don't understand how anyone could do this… You have to be a complete sociopath to want to vandalize a mural of an innocent refugee who was m*rdered in cold blood/ Disgusting. pic.twitter.com/VNzaGz22dl — Matt Van Swol (@mattvanswol) February 11, 2026 The artwork was defaced for the second time in just 14 days. Video footage shows the vandalism, highlighting the graffiti scrawled across the tribute. This incident follows a pattern of attacks on similar murals nationwide, as we previously reported. In Brooklyn’s Bushwick, a massive mural was tagged with “F-ck Trump” shortly after completion, while Manhattan’s Lower East Side version was hit with “Please vandalize this” spray-painted over Zarutska’s face. Florida’s Pensacola mural faced repeated assaults, defaced at least three times with mockery of her death. Zarutska, 23, escaped the horrors of Russia’s war in Ukraine, seeking safety in the U.S. as a refugee. Her killer, Brown, had been arrested and released 14 times prior, a direct result of Democrat-run cities prioritizing criminals over public safety. Surveillance footage captured the brutal at...

Palantir Drops 25% Despite 70% Revenue Growth as Investors Flee Sky High Valuation AOL.com

zimmytws/iStock via Getty Images Thursday, I penned an article around the massive increase in Capex connected to the AI Revolution that is penciled in for 2026. This should be the key driver of GDP growth this year. Whether a lot of this capital will turn out to have been prudently invested in hindsight is an open question. Earlier this week, I provided an update on the residential housing sector. I projected that housing activity would remain moribund for the fourth straight year. Yesterday, January existing home sales showed the largest drop in four years to near the lowest sales pace since 2010. The National Association of Realtors says these figures were likely significantly impacted by a couple of large storms last month. The rings true for regions in the Midwest and northeast that experienced arctic-like weather last month. However, sales also fell in the West, which was unaffected by the severe weather in January. U.S. Consumer Sentiment (FRED) The housing sector is a critical economic engine, as 15% to 18% of GDP is driven by housing-related activity in the U.S. The health of the housing sector is also a key component of consumer sentiment. An even bigger driver of consumer health is the jobs market. And that may turn out to be the "Achilles heel" of the U.S. economy in 2026. And this will be the topic of the column that follows. First, it must be acknowledged that a good chunk of the consumer base is already struggling despite robust headline GDP growth numbers of the past three quarters. To give but one example of this increasing stress, 12.7% of credit card balances in the U.S. are now 90+ days delinquent. This is the highest level of delinquency since 2011. In addition, 5.2% of auto loan balances are now 90+ days delinquent. This is the highest rate since 2010. Charlie Biello - Creative Planning It also should be mentioned that student loan delinquencies have become increasingly problematic since student loan payments and collection processes were reinst...

Source: Bloomberg, 4:39

Team GB's Matt Weston 'allows the sled to do the work' and leads in his third run of the men's skeleton.

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格隆汇2月14日｜当地时间2月13日，波兰副总理兼外交部长西科尔斯基在德国慕尼黑接受采访时表示，是欧洲而非美国正在为俄乌冲突埋单，因此“我们有权就相关协议发表意见”。西科尔斯基表示，美国不再向为乌克兰提供的物资供给费用，欧洲人承担了费用。尽管欧洲在财政和军事上支持乌克兰，但美国却通过欧洲国家向乌克兰出售武器来从战争中获利。西科尔斯基强调，美国在欧洲的存在将持续，但范围将更为有限，更具战略性。他表示，“我们欧洲人必须部署陆军部队”，德国已修改宪法以实现这一目标，其他国家也必须采取行动，才能履行在后续北约峰会上作出的承诺。

Key PointsImpala Asset Management sold 397,115 shares in the fourth quarter.

BBC Sport F1 correspondent Andrew Benson assesses what we learnt - and what we didn't - from the first pre-season test in Bahrain.

SpaceX considering dual-class shares in IPO, Bloomberg News reports Reuters

Feb 13 (Reuters) - Elon Musk's SpaceX is considering a dual-class share structure in its planned IPO this year, Bloomberg News reported on Friday, citing people familiar with the matter.

Shenzhen authorities have banned a range of speculative gold trading practices after a surge in prices led to a series of company collapses in the city’s jewelry hub. Photo: IC Financial regulators in Shenzhen moved to curb illegal gold trading activities, targeting speculative schemes that have contributed to a wave of defaults shaking the city’s jewelry hub. The Shenzhen Local Financial Regulatory Bureau, in collaboration with other government departments, issued an order Friday for companies to halt unauthorized gold trading practices such as “pre-fixed pricing,” leveraged trading, and deferred settlements. The crackdown is in response to the surge of shadow banking activities within the Shuibei market, where skyrocketing gold prices have exposed the vulnerabilities of dealers acting as unlicensed futures brokers, leading to substantial losses for retail investors.

ORCL Employee Scouting For Next Data Center Location Robert Daly/OJO Images via Getty Images The Oracle Corporation ( ORCL ) story has been an exciting one to follow. The company has been one of the rare tech stocks to make a 52-week high and then saw a 60% drawdown in the last six months. Data by YCharts We have held a skeptical view of this experiment of building billions of data centers for "inference AI demand." Seeking Alpha Last time around, we looked at the 7% yielding bonds for the company. This time, we go over the recently issued preferred shares. Oracle Corporation 6.5 DEP CUM SR D ( ORCL.PR.D ) Terms The 6.6% yield may look appealing from ORCL, but things are not what they seem. The stock is a mandatory convertible. The preferred shares are mandatorily convertible on 01/15/2029 into a variable number of Oracle Corp common shares based on the then current price of the common shares for 20 consecutive trading days immediately prior to the conversion date. Source: Quantum Online In case this is the first time you have come across it, we can explain. These shares are pseudo common equity. They function and move around like common equity with a small quirk that they pay very large dividends. We had first spoken about these kinds of securities when we wrote about Algonquin Power & Utilities Corp. ( AQN ). Back then, a large bunch of investors who were unfamiliar with mandatory convertibles ran right over the cliff thinking they were going to collect 8% returns with virtually no risk. Since then, though, we have seen plenty of these mandatory convertibles come up, and the public should be aware of what they represent. ORCL's pricing sheet below also clarifies that there is no real alpha here outside of a temporary arbitrage, which might creep in from time to time. The conversion settlement rate will be 0.2499 shares per Depositary Share if the then current market price is equal to or greater than $200.07 and 0.3124 shares per Depositary Share if the market pric...

Oracle: A Look At The 6.6% Yielding Preferred Shares (NYSE:ORCL) Seeking Alpha

On February 13, 2026, Brightline Capital Management, LLC disclosed a new position in Kaiser Aluminum (NASDAQ:KALU) , acquiring 168,000 shares worth an estimated $19.30 million. According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, Brightline Capital Management, LLC established a new position in Kaiser Aluminum, acquiring 168,000 shares. The estimated value of this purchase was $19.30 million. Kaiser Aluminum is a leading supplier of specialty aluminum products, leveraging a broad portfolio to address high-value end markets. The company’s integrated manufacturing and distribution network supports a resilient business model focused on engineered applications and customer-specific solutions. Its scale and technical expertise provide a competitive advantage in serving demanding industries such as aerospace and automotive. Continue reading

Wuthering Heights is the latest film to turn heads over anachronistic costumes, but it’s not by any means the first Emerald Fennell’s retelling of Emily Brontë’s 1847 novel Wuthering Heights finally hits cinema screens this weekend. Ever since the first set photos were released, the anachronisms of the costumes have been central to the conversation. As fashion industry watchdog Diet Prada put it: “The costume design for Emerald Fennell’s Wuthering Heights scandalised audiences with its freaky mix of Oktoberfest corseting meets 1950’s ballgowns meets futuristic liquid organza meets … Barbie?” Continue reading...

The building materials distribution company announced a splashy new acquisition.