Israeli Prime Minister Benjamin Netanyahu said he proposed terms for any deescalation deal with Iran during a meeting with US President Donald Trump last week. According to the terms, Iran shouldn’t possess enriched material or nuclear enrichment capabilities, Netanyahu told a Conference of Presidents of Major American Jewish Organizations meeting in Jerusalem. He also suggested limiting the range...
Israeli Prime Minister Benjamin Netanyahu said he proposed terms for any deescalation deal with Iran during a meeting with US President Donald Trump last week. According to the terms, Iran shouldn’t possess enriched material or nuclear enrichment capabilities, Netanyahu told a Conference of Presidents of Major American Jewish Organizations meeting in Jerusalem. He also suggested limiting the range of Iranian ballistic missiles, another key point of contention. “There’s an MTCR limitation of 300 kilometers, and Iran is supposed to adhere to it,” he said. “Of course, it doesn’t.” Geneva is expected to host a second round of Iran-US talks this week following indirect negotiations in Oman in early February. Trump is seeking an arrangement to curb Tehran’s nuclear ambitions. Iranian Foreign Minister Abbas Araghchi departed for the Swiss city for the talks, Iran’s state-run Press TV reported . Trump’s son-in-law, Jared Kushner , and special envoy Steve Witkoff are the US envoys, Reuters reported. Read More: Iran’s Internet Goes Dark as US Agencies Spar on VPN Funding Trump told reporters on Friday that regime change would be the best outcome for Iran, ratcheting up pressure ahead of the talks. He earlier said negotiations with Iran could drag out for as long as a month. The US president mobilized warships and fighter jets near Iran in response to a recent deadly crackdown by the regime there following mass protests, but he has since shifted his focus to Iran’s atomic capabilities. The US and Israel struck nuclear facilities in Iran last year. While Trump at the time said the mission had obliterated the Islamic Republic’s nuclear program, he has pushed for an agreement with the country in exchange for sanctions relief. Iran denies seeking nuclear weapons. Read More: Iran Strikes Set Back Nuke Program by Up to Two Years, US Says In a meeting with Netanyahu in Washington, Trump said that his preference was to reach a deal with Iran despite reservations by the Israeli leader.
The latest narrative in the financial world is the risk that artificial intelligence ( AI ) will disrupt existing software businesses. With new tools emerging from heavily funded AI labs that allow developers to quickly "code" new projects with only natural-language prompts, shareholders have become concerned that competition will pop up everywhere and erode existing profits for software providers...
The latest narrative in the financial world is the risk that artificial intelligence ( AI ) will disrupt existing software businesses. With new tools emerging from heavily funded AI labs that allow developers to quickly "code" new projects with only natural-language prompts, shareholders have become concerned that competition will pop up everywhere and erode existing profits for software providers. I believe this threat is overrated, presenting investors with a nice opportunity to buy high-quality software businesses at a reasonable price. Here are two software stocks with massive upside coming out of this software bear market, according to Wall Street. Wix.com (NASDAQ: WIX) is a website development platform that lets individuals or teams easily build websites without code. It has been thrown out with the software bathwater, down to close to 70% in the last year. It makes little sense to sell Wix over low-code software development, as the company has been enabling individuals to do just that for building websites for a decade. Continue reading
Alphabet (NasdaqGS:GOOGL) has completed its largest ever bond sale, including a rare 100 year sterling bond, to raise capital for AI infrastructure spending. The company plans to direct the proceeds toward AI capacity in cloud, search and autonomous driving platforms. EU regulators have opened a new investigation into Google's advertising auction practices, adding fresh antitrust scrutiny. For you...
Alphabet (NasdaqGS:GOOGL) has completed its largest ever bond sale, including a rare 100 year sterling bond, to raise capital for AI infrastructure spending. The company plans to direct the proceeds toward AI capacity in cloud, search and autonomous driving platforms. EU regulators have opened a new investigation into Google's advertising auction practices, adding fresh antitrust scrutiny. For you as an investor, this combination of large scale debt issuance and heavier AI investment puts a...
Unclear how meeting between Britain’s shortest serving PM and US president was initiated and how long it lasted After spending time and resources crisscrossing the Atlantic to cultivate the support of the Maga faithful, Liz Truss has finally got the prize she apparently craved: a photo with Donald Trump. Britain’s shortest serving prime minister tweeted a photo on Sunday showing her in the company...
Unclear how meeting between Britain’s shortest serving PM and US president was initiated and how long it lasted After spending time and resources crisscrossing the Atlantic to cultivate the support of the Maga faithful, Liz Truss has finally got the prize she apparently craved: a photo with Donald Trump. Britain’s shortest serving prime minister tweeted a photo on Sunday showing her in the company of the US president at his Mar-a-Lago club in Florida. Continue reading...
Kathrin Ziegler/DigitalVision via Getty Images The following segment was excerpted from the Diamond Hill Select Strategy Q4 2025 Commentary. Key contributors Automobile manufacturer General Motors ( GM ) saw strong results as volumes have stabilized across the auto industry. The company has also taken market share while maintaining pricing and growing in the electric vehicle and software services ...
Kathrin Ziegler/DigitalVision via Getty Images The following segment was excerpted from the Diamond Hill Select Strategy Q4 2025 Commentary. Key contributors Automobile manufacturer General Motors ( GM ) saw strong results as volumes have stabilized across the auto industry. The company has also taken market share while maintaining pricing and growing in the electric vehicle and software services spaces. Ashland ( ASH ) , a specialty chemicals provider, showed signs of stabilization during the quarter as its product portfolio upgrade appeared largely complete. Shares also benefited after the investment arm of Standard Industries, a prominent activist investor in the sector, announced that it took a 10% economic interest in the company, adding to investor confidence. Consumer finance company Capital One Financial Group ( COF ) outperformed during the quarter following strong Q3 results, with better-than-expected revenue and expense trends. Shares also benefited from management's clarity around accelerating share buybacks and from generally favorable economic data during the period, which supported investor confidence in spending and credit trends. Key detractors Shares of used car retailer CarMax ( KMX ) declined as continued deterioration in sales performance led to a CEO transition. Interim leadership is taking decisive action to improve sales trends and enhance the consumer experience, and we believe these initial steps are prudent. Long term, we believe the company can potentially regain market share with the right strategic initiatives and strong execution. Shares of containerboard manufacturer International Paper ( IP ) declined after the company reduced its medium-term guidance, driven by slower-than-expected demand for its product. Rocket Companies ( RKT ) , a fully integrated mortgage provider after the closing of its acquisition of Mr. Cooper, underperformed due to evolving market expectations surrounding the path of interest rates, which is a key driver of...
Rivian Automotive Inc (NASDAQ:RIVN) gained 19.8% this week, closing at $17.73 on Friday, February 13, 2026. While Tesla Inc (NASDAQ:TSLA) managed just 1.54% over the same period, Rivian’s surge came despite year-to-date losses of 10.05%. Three storylines drove this momentum: Rivian’s Q4 earnings that revealed hidden strength, the imminent R2 launch, and software revenue growth ... The Week in EV S...
Rivian Automotive Inc (NASDAQ:RIVN) gained 19.8% this week, closing at $17.73 on Friday, February 13, 2026. While Tesla Inc (NASDAQ:TSLA) managed just 1.54% over the same period, Rivian’s surge came despite year-to-date losses of 10.05%. Three storylines drove this momentum: Rivian’s Q4 earnings that revealed hidden strength, the imminent R2 launch, and software revenue growth ... The Week in EV Stocks: Rivian Gains 19.8% While Tesla Lags Behind | RIVN, TSLA
British pair triumph in mixed team skeleton event Bankes and Nightingale win mixed snowboard cross Great Britain had their greatest day at a Winter Olympics, after Matt Weston and Tabby Stoecker won gold in the mixed team skeleton in a combined time of 1min 59.35sec. It was the British team’s second gold medal in the space of just a few hours, following the victory by Charlotte Bankes and Huw Nigh...
British pair triumph in mixed team skeleton event Bankes and Nightingale win mixed snowboard cross Great Britain had their greatest day at a Winter Olympics, after Matt Weston and Tabby Stoecker won gold in the mixed team skeleton in a combined time of 1min 59.35sec. It was the British team’s second gold medal in the space of just a few hours, following the victory by Charlotte Bankes and Huw Nightingale in the mixed team snowboard cross earlier in the afternoon. Weston has now become the first British athlete to win two medals at the same Winter Olympic Games, and only the second Team GB athlete, after Lizzy Yarnold, to win two winter gold medals in a career. Continue reading...
Jamie Bell and Elle Fanning lead a starry cast in this clumsy satire that provides little fascination in a wealthy family’s suffocating lives Since Jesse Armstrong’s Succession and Emerald Fennell’s Saltburn, wealthy, spoilt, dysfunctional siblings are the new rock’n’roll, and now here is a film from Greek screenwriter Efthimis Filippou (co-author of Yorgos Lanthimos’s Alps and Dogtooth) and direc...
Jamie Bell and Elle Fanning lead a starry cast in this clumsy satire that provides little fascination in a wealthy family’s suffocating lives Since Jesse Armstrong’s Succession and Emerald Fennell’s Saltburn, wealthy, spoilt, dysfunctional siblings are the new rock’n’roll, and now here is a film from Greek screenwriter Efthimis Filippou (co-author of Yorgos Lanthimos’s Alps and Dogtooth) and directed by Karim Aïnouz. It is a weird-wave contrivance concerning a messed-up US plutocrat clan living in Spain, freely remade from Marco Bellocchio’s 1965 film Fists in the Pocket . Their bizarre and cartoony secrets, involving sex abuse, manipulation and self-harm, are satirically symptomatic of capitalism and the patriarchy, and how the rich, however entrepreneurial and smart, create a next-gen class of useless drones, on whose behalf all this wealth has supposedly been accumulated. I have to admit to finding it heavy-handed and clumsy more often than not, although there are some good performances, notably from Jamie Bell and Elle Fanning. A strange extended family lives in a luxurious modernist house; the father (Tracy Letts) is a blind widower haunted by the memories of his late wife (Pamela Anderson) who was savaged by wolves in a nearby forest. His grownup children, infantilised by wealth, all live there: highly strung Robert (Lukas Gage) has epilepsy, and is entrusted with supervising his father’s horse riding; Anna (Riley Keough) is a talentless singer-songwriter; and Ed (Callum Turner) is a would-be fashionista. First among equals is Jack (Jamie Bell), who has the intimate honour of helping his father with his nightly teeth-cleaning; their mother’s teeth were always dazzlingly white. Continue reading...
Matt Weston and Tabby Stoecker make history as they claim gold in the mixed team skeleton at the 2026 Winter Olympics, as Great Britain win three golds for the first time and Matt Weston becomes the first Team GB athlete to win multiple medals in a single Winter Olympics.
Matt Weston and Tabby Stoecker make history as they claim gold in the mixed team skeleton at the 2026 Winter Olympics, as Great Britain win three golds for the first time and Matt Weston becomes the first Team GB athlete to win multiple medals in a single Winter Olympics.
RBC Wealth Management technical strategist Rob Sluymer explains how Nvidia (NVDA), as a leader among mega-cap tech stocks and AI trade player, will be a major indicator for the market (^DJI, ^IXIC, ^GSPC) when it reports its fourth quarter earnings results on February 25. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
RBC Wealth Management technical strategist Rob Sluymer explains how Nvidia (NVDA), as a leader among mega-cap tech stocks and AI trade player, will be a major indicator for the market (^DJI, ^IXIC, ^GSPC) when it reports its fourth quarter earnings results on February 25. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
White House border tsar Tom Homan said on Sunday that more than 1,000 immigration agents have left Minnesota’s Twin Cities area and hundreds more will depart in the days ahead as part of the Trump administration’s drawdown of its immigration enforcement surge. A “small” security force will stay for a short period to protect remaining immigration agents and will respond “when our agents are out and...
White House border tsar Tom Homan said on Sunday that more than 1,000 immigration agents have left Minnesota’s Twin Cities area and hundreds more will depart in the days ahead as part of the Trump administration’s drawdown of its immigration enforcement surge. A “small” security force will stay for a short period to protect remaining immigration agents and will respond “when our agents are out and they get surrounded by agitators and things got out of control”, Homan told CBS’s Face the Nation....
JHVEPhoto Which financial stocks could be hit hard by AI? Seeking Alpha analysts Dr. Christopher Davis of Quad 7 Capital , Labutes IR, and Daniel Jones weigh in. Christopher Davis : Make no mistake, the AI disruption fears seem to be hitting sector by sector. And there is some risk to financials and related stocks. The shift toward advanced automation is creating a significant issue where establis...
JHVEPhoto Which financial stocks could be hit hard by AI? Seeking Alpha analysts Dr. Christopher Davis of Quad 7 Capital , Labutes IR, and Daniel Jones weigh in. Christopher Davis : Make no mistake, the AI disruption fears seem to be hitting sector by sector. And there is some risk to financials and related stocks. The shift toward advanced automation is creating a significant issue where established players are finding their traditional moats narrowing. At least that is the thought, and stocks in the space are starting to get hit. Perhaps one of the most vulnerable areas is the wealth management space, where firms like Charles Schwab ( SCHW ) and Raymond James ( RJF ), for example, are at risk with the rise of sophisticated advisory AI tools. The threat is simple to understand. These AI systems can now handle complex tasks such as tax-loss harvesting and estate planning that were once the exclusive domain of high-priced human advisors. So, as these tools become more accessible, the whole fee-based revenue model that these institutions rely heavily on is now facing intense pressure, potentially leading to a long-term decline in profit margins as customers opt for cheaper, more efficient digital alternatives. The goal for companies is to learn how to embrace and incorporate AI to prevent being disrupted and/or replaced. The market has already started to discount these names. We would also add that the insurance brokerage industry is at risk as AI assessment algorithms are being developed. Insurance companies have always fed data into a machine to generate quotes, but the thought here is that companies that act as intermediaries are seeing their value proposition questioned as AI-driven comparison engines now allow consumers and businesses to find the best rates across multiple carriers instantly. Because AI is faster and can now match risk to rate with higher precision and speed, the human element of the transaction is becoming a luxury rather than a necessity, putti...
From miles away across the desert, the Great Pyramid looks like a perfect, smooth geometry — a sleek triangle pointing to the stars. Stand at the base, however, and the illusion of smoothness vanishes. You see massive, jagged blocks of limestone. It is not a slope; it is a staircase. Remember this the next time you hear futurists talking about exponential growth. Intel’s co-founder Gordon Moore...
From miles away across the desert, the Great Pyramid looks like a perfect, smooth geometry — a sleek triangle pointing to the stars. Stand at the base, however, and the illusion of smoothness vanishes. You see massive, jagged blocks of limestone. It is not a slope; it is a staircase. Remember this the next time you hear futurists talking about exponential growth. Intel’s co-founder Gordon Moore (Moore's Law) is famously quoted for saying in 1965 that the transistor count on a microchip would double every year. Another Intel executive, David House, later revised this statement to “compute power doubling every 18 months." For a while, Intel’s CPUs were the poster child of this law. That is, until the growth in CPU performance flattened out like a block of limestone. If you zoom out, though, the next limestone block was already there — the growth in compute merely shifted from CPUs to the world of GPUs. Jensen Huang, Nvidia’s CEO, played a long game and came out a strong winner, building his own stepping stones initially with gaming, then computer visioniand recently, generative AI. The illusion of smooth growth Technology growth is full of sprints and plateaus, and gen AI is not immune. The current wave is driven by transformer architecture. To quote Anthropic’s President and co-founder Dario Amodei: “The exponential continues until it doesn’t. And every year we’ve been like, ‘Well, this can’t possibly be the case that things will continue on the exponential’ — and then every year it has.” But just as the CPU plateaued and GPUs took the lead, we are seeing signs that LLM growth is shifting paradigms again. For example, late in 2024, DeepSeek surprised the world by training a world-class model on an impossibly small budget, in part by using the MoE technique. Do you remember where you recently saw this technique mentioned? Nvidia’s Rubin press release: The technology includes “...the latest generations of Nvidia NVLink interconnect technology... to accelerate a...
As Demand Grows, US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply Authored by John Haughey via The Epoch Times, The Department of Energy (DOE) has invested billions in incentivizing domestic production of enriched uranium for the commercial development of advanced nuclear reactors, including $2.7 billion issued last month to three companies to build centrifuges and processing...
As Demand Grows, US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply Authored by John Haughey via The Epoch Times, The Department of Energy (DOE) has invested billions in incentivizing domestic production of enriched uranium for the commercial development of advanced nuclear reactors, including $2.7 billion issued last month to three companies to build centrifuges and processing plants necessary to produce fuel for reactor cores. Yet, a fuel crunch that could hobble President Donald Trump’s “nuclear renaissance” initiatives looms as soon as 2028 , several experts warned during the two-day U.S. Nuclear Industry Council’s 13th annual Advanced Reactors Summit in Seattle that concluded Feb. 12. “If America wants to lead in advanced reactors, we have to do the nuclear fuel here. Make no mistake about that,” Centrus Energy Senior Vice President Patrick Brown told more than 400 nuclear industry professionals on Feb.12. “Unfortunately, we’re really building from zero.” Right now, he said, less than 1 percent of the nuclear fuel that the nation’s 94 commercial reactors annually consume is produced domestically, and that is exclusively dedicated to the Pentagon. The nation’s commercial nuclear energy industry is “completely reliant on foreign imports” of enriched uranium, he said, primarily from Kazakhstan and Canada. Those imports include up to 5 percent from Russia that won’t be available soon. In response to Russia’s invasion of Ukraine in 2022, Congress in 2023 banned U.S. companies from importing Russian uranium. That ban goes into effect on Jan. 1, 2028. Brown said with the global nuclear fuel market already constrained, domestic industry’s scramble to revive enrichment—a process American companies invented and once dominated—is now a race to have supply available to meet demand as new reactors come online. Because that demand—spurred by the president’s May 2025 executive orders to license 10 new reactors by 2030 and quadruple commercial nuclear energ...
peshkov/iStock via Getty Images Nebius Group N.V. ( NBIS ) announced a strong quarter to end 2025, yet the stock initially dipped. The market no longer respects the progress being made by an AI cloud leader, likely due to a misperception of contracted power. My investment thesis remains ultra bullish on the stock after several months of the AI cloud leader trading sideways while the story improves...
peshkov/iStock via Getty Images Nebius Group N.V. ( NBIS ) announced a strong quarter to end 2025, yet the stock initially dipped. The market no longer respects the progress being made by an AI cloud leader, likely due to a misperception of contracted power. My investment thesis remains ultra bullish on the stock after several months of the AI cloud leader trading sideways while the story improves. Source: Finviz Setting Up A Big 2026 The AI cloud company reported strong results, though the stock likely initially fell due to Nebius reporting Q4 '25 revenues of $228 million versus targets up at $242 million. At this stage, the company can have the timing of new contracts off by a few weeks, and the short-term results will be skewed. Nebius is already at an ARR rate of $1.25 billion to end December with the goal of reaching $7 to $9 billion by year-end. The market doesn't seem to fully understand an $8 billion ARR run rate to end 2026 would suggest $667 million in monthly revenue. The company only has ~170 MW of active power with plans to reach 3 GW in the future. The 2026 target is only 800 MW to 1 GW of connected power to drive the up to $9 billion in ARR. Source: Nebius Q4'25 presentation Note, the ARR target for 2026 is not the revenue goal. Nebius will, in essence, start 2027 with a starting point of at least $7 billion in revenues with the current analyst revenue targets of only $8.3 billion for the year. The company has already signed contracts with both Microsoft ( MSFT ) and Meta Platforms ( META ) . In fact, Nebius suggests both Meta deals are now active with the contracts in the servicing mode. Nebius signed up the hyperscaler to an AI cloud deal valued at ~$3B over five years . Meta should be contributing $600 million in annual revenues now. In a similar manner, the big contract from Microsoft signed back in September is partially live. Nebius agreed to supply Microsoft with AI infrastructure worth at least $17.4 billion over the five-year period, potentia...
Klarna Group (NYSE: KLAR) went public last September in a celebrated initial public offering (IPO), one of the few lately. However, rather than offer the gains investors were hoping for, Klarna stock is down 56% since its first-day closing price. The company will provide its next business update for the 2025 fourth quarter on Feb. 19. Should you buy its stock now? Image source: Getty Images. Klarn...
Klarna Group (NYSE: KLAR) went public last September in a celebrated initial public offering (IPO), one of the few lately. However, rather than offer the gains investors were hoping for, Klarna stock is down 56% since its first-day closing price. The company will provide its next business update for the 2025 fourth quarter on Feb. 19. Should you buy its stock now? Image source: Getty Images. Klarna is a Swedish company whose main product is buy now, pay later services. It works with top brands you know and love, including being the sole BNPL provider for Walmart . It's best known for its Pay in 4 service, which splits up a purchase into four interest-free payments, but it has several other options, including longer payment plans with interest for more expensive purchases. It's also planning to expand into other financial services . Continue reading
Getty Images Quarterly Snapshot Performance The Strategy returned 4.41% (net of fees) and the Russell 3000 Index returned 2.40%. Key Drivers Stock selection in industrials and financials were the primary drivers of outperformance during the quarter while stock selection in health care was the largest relative detractor. Summary We remain cautious of the AI-driven market exuberance, as we see senti...
Getty Images Quarterly Snapshot Performance The Strategy returned 4.41% (net of fees) and the Russell 3000 Index returned 2.40%. Key Drivers Stock selection in industrials and financials were the primary drivers of outperformance during the quarter while stock selection in health care was the largest relative detractor. Summary We remain cautious of the AI-driven market exuberance, as we see sentiment outpacing fundamentals for many of these businesses, and continue to find more attractive opportunities among large-cap, high-quality, cash generative, more defensive businesses. Market and portfolio review Equity markets continued to move higher in Q4, with the Russell 3000 Index increasing 2.40%, capping off a strong year of performance where the index advanced just over 17%. While small caps and large caps were roughly even in Q4, the Russell 1000 Index (+17.37%) still edged out the Russell 2000 Index (+12.81%) for the year, though it was still a strong showing for small caps on an absolute return basis. From a sector perspective, health care was the top-performing sector (+11.7%), which seemed to garner renewed investor attention given depressed valuations after several quarters of elevated uncertainty. Communication services (+6.1%) was the second-best-performing sector driven almost entirely Alphabet's 29% gain, which accounts for roughly half of the sector weight. Sectors in the red tended to be on the defensive side, namely real estate (-2.3%), utilities (-1.5%) and consumer staples (-0.5%). While the artificial intelligence (AI)-related spending theme continued to be a dominant narrative and strong driver of outperformers within US equity markets for most of the quarter, our relative outperformance was driven by several holdings completely outside of that realm such as specialty chemical maker Ashland Chemical, Capital One Financial ( COF ), General Motors ( GM ) and ship-builder for the US Navy Huntington Ingalls Industries ( HII ). While our underexposure to...
More than 6,000 people were killed in over three days when a Sudanese paramilitary group unleashed "a wave of intense violence" in Sudan's Darfur region in late October, according to the UN. (Image credit: Mahmoud Hjaj)
More than 6,000 people were killed in over three days when a Sudanese paramilitary group unleashed "a wave of intense violence" in Sudan's Darfur region in late October, according to the UN. (Image credit: Mahmoud Hjaj)
It has been a testing few months for the man who scored the winner for Crystal Palace in last season’s FA Cup final. But after being hooked at half-time during the disappointing draw with Brentford on Thursday when Mikel Arteta said he is still adapting to life in north London, perhaps this competition could help breathe new life into Eberechi Eze’s Arsenal career. As well as providing assists for...
It has been a testing few months for the man who scored the winner for Crystal Palace in last season’s FA Cup final. But after being hooked at half-time during the disappointing draw with Brentford on Thursday when Mikel Arteta said he is still adapting to life in north London, perhaps this competition could help breathe new life into Eberechi Eze’s Arsenal career. As well as providing assists for Noni Madueke and Gabriel Martinelli’s opening goals – albeit against a poor Wigan side who are languishing in League One’s relegation zone – the England midfielder’s swagger was back for the first time since he scored a hat-trick in the north London derby in November. Continue reading...