With AI spending accelerating and Meta expanding its partnership with Nvidia, should investors back the chip king or the social media giant for long-term growth?
With AI spending accelerating and Meta expanding its partnership with Nvidia, should investors back the chip king or the social media giant for long-term growth?
VANCOUVER, British Columbia, Feb. 20, 2026 (GLOBE NEWSWIRE) -- EnWave Corporation (TSX-V:ENW | FSE:E4U) (“EnWave”, or the "Company") today reported the Company’s consolidated interim financial results for the first quarter ended December 31, 2025.
VANCOUVER, British Columbia, Feb. 20, 2026 (GLOBE NEWSWIRE) -- EnWave Corporation (TSX-V:ENW | FSE:E4U) (“EnWave”, or the "Company") today reported the Company’s consolidated interim financial results for the first quarter ended December 31, 2025.
I've written about a lot of different video game hardware over the years, from new consoles to retro gadgets to whatever you want to call the Playdate . But I can't remember ever being perpetually sore from testing a device; such are the joys of the Virtual Boy. Nintendo has turned its biggest flop into an accessory for the Switch, but the costs involved - to your wallet, eyes, and neck - make it ...
I've written about a lot of different video game hardware over the years, from new consoles to retro gadgets to whatever you want to call the Playdate . But I can't remember ever being perpetually sore from testing a device; such are the joys of the Virtual Boy. Nintendo has turned its biggest flop into an accessory for the Switch, but the costs involved - to your wallet, eyes, and neck - make it a tough sell. Much like the original, this is a novelty for Nintendo sickos only. First released in 1995, the original Virtual Boy looked like a VR headset but wasn't actually VR or a headset. Instead, the console offered stereoscopic 3D games that … Read the full story at The Verge.
A year ago, empty egg shelves in grocery stores were a symbol of stubborn food inflation. Shoppers paid record prices, scrambling to beat per-customer limits and stocking up whenever cartons appeared. Today, the picture has flipped — and while that’s good news for US consumers, egg farmers are feeling the whiplash. After ramping up production to meet last year’s frenzied demand and hedge against b...
A year ago, empty egg shelves in grocery stores were a symbol of stubborn food inflation. Shoppers paid record prices, scrambling to beat per-customer limits and stocking up whenever cartons appeared. Today, the picture has flipped — and while that’s good news for US consumers, egg farmers are feeling the whiplash. After ramping up production to meet last year’s frenzied demand and hedge against bird flu losses, US producers now face a glut. Consumer prices have fallen to their lowest levels in two years, squeezing farm margins and pushing some operators below breakeven. Americans on average paid $2.577 for a dozen large grade A eggs in January, a 59% drop from last March’s record high of $6.227, when avian influenza outbreaks decimated flocks and sent prices soaring. The sharp correction reflects a rapid effort to expand the number of hens to offset the risk of avian influenza, as producers bet tight markets would persist. Instead, supply has overtaken demand. “We had farmers that worked really hard to make sure that they have extra hens on hand,” said Emily Metz , president of the American Egg Board. “As a result, we have a very strong supply right now of eggs. That’s why the market is where it is.” There were 309 million layer hens producing table eggs as of Jan. 1, the most since December 2024, according to US Department of Agriculture data. Egg companies riding the wave of higher prices invested to help farmers expand output, while the Trump administration — under pressure to tame grocery inflation — boosted imports to an estimated 122.5 million dozen eggs in 2025, more than four times year-earlier levels. That’s sent prices plummeting. Wholesale egg prices , which usually are passed down to the retail level after a lag, at one point in January reached the lowest level since 2017. The USDA forecasts eggs this year averaging $1.25 a dozen, down 67% from the prior year. Metz said many producers are now operating below breakeven, and prices are likely to remain un...
Move delivers on the brand’s Consumer First Formula, putting products directly in the path of new consumers Warm Vanilla Sugar Body Wash Warm Vanilla Sugar Body Wash COLUMBUS, Ohio, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Bath & Body Works today announced its official launch in Amazon’s U.S. stores, making it easier than ever for consumers to discover and shop the brand’s iconic fragrances and most love...
Move delivers on the brand’s Consumer First Formula, putting products directly in the path of new consumers Warm Vanilla Sugar Body Wash Warm Vanilla Sugar Body Wash COLUMBUS, Ohio, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Bath & Body Works today announced its official launch in Amazon’s U.S. stores, making it easier than ever for consumers to discover and shop the brand’s iconic fragrances and most loved products. Beginning today, consumers in the U.S. can explore a curated selection of Bath & Body Wo
On Feb. 23, the industry will begin reporting fractional share trading through the Trade Reporting Facilities and Security Information Processors, establishing what will become an industry-wide standard for market data.
On Feb. 23, the industry will begin reporting fractional share trading through the Trade Reporting Facilities and Security Information Processors, establishing what will become an industry-wide standard for market data.
hapabapa/iStock Editorial via Getty Images On Feb 5, 2026, Amazon.com, Inc. ( AMZN ) reported its fourth-quarter and full-year 2025 earnings —and beat expectations. Revenue for the quarter came in at $213.39 billion, while earnings per share (diluted) were $1.92. And for FY 2025, Amazon pulled in $716.92 billion on the top line and delivered $7.17 per share, topping market estimates by 0.29% and 1...
hapabapa/iStock Editorial via Getty Images On Feb 5, 2026, Amazon.com, Inc. ( AMZN ) reported its fourth-quarter and full-year 2025 earnings —and beat expectations. Revenue for the quarter came in at $213.39 billion, while earnings per share (diluted) were $1.92. And for FY 2025, Amazon pulled in $716.92 billion on the top line and delivered $7.17 per share, topping market estimates by 0.29% and 1.35% , respectively. But despite it, AMZN stock dropped ~8% since just before the release. Zoom out YTD, or over the last 12 months, and the picture isn't much better. For a company that's growing both its top and bottom line at a clip that would impress most any other shareholder, all while developing a suite of high-margin products, it's failed to win investor support. And that doesn't quite make sense... yet. However, given its growth drivers ahead and the recent dip, my Strong Buy rating for Amazon remains in place. What was in Amazon’s fourth-quarter and 2025 financials? In Q4, Amazon reported revenue was up 14%, reaching $213.4 billion. You'll also note that the growth was backed by double-digit increases across all segments. Segment Q4 2025 Q4 2024 YOY Change % of Total North America $127.1 $115.6 +10% 59% International $50.7 $43.4 +17% 24% AWS $35.6 $28.8 +24% 17% Consolidated $213.4 $187.8 +14% 100% Click to enlarge Note: USD in billions. Notably, AWS grew 24% to $35.6 billion, representing a 20% increase quarter over quarter. This proves the segment is growing at a sustained pace. In terms of margins, Amazon’s gross profit rose 16% to $103.4 billion, with gross margin expanding 1.3 percentage points to 48.47% compared to the same period last year. Operating income also rose 18% to $25 billion, while net income rose 6% to $21.2 billion, or $1.98 per share (basic). To me, what’s pretty notable is the gross margin expansion, especially since Amazon has historically been a low-margin, high-volume business. That 1.3% gross margin improvement tells me the revenue mix is...
hapabapa/iStock Editorial via Getty Images On Feb 5, 2026, Amazon.com, Inc. ( AMZN ) reported its fourth-quarter and full-year 2025 earnings —and beat expectations. Revenue for the quarter came in at $213.39 billion, while earnings per share (diluted) were $1.92. And for FY 2025, Amazon pulled in $716.92 billion on the top line and delivered $7.17 per share, topping market estimates by 0.29% and 1...
hapabapa/iStock Editorial via Getty Images On Feb 5, 2026, Amazon.com, Inc. ( AMZN ) reported its fourth-quarter and full-year 2025 earnings —and beat expectations. Revenue for the quarter came in at $213.39 billion, while earnings per share (diluted) were $1.92. And for FY 2025, Amazon pulled in $716.92 billion on the top line and delivered $7.17 per share, topping market estimates by 0.29% and 1.35% , respectively. But despite it, AMZN stock dropped ~8% since just before the release. Zoom out YTD, or over the last 12 months, and the picture isn't much better. For a company that's growing both its top and bottom line at a clip that would impress most any other shareholder, all while developing a suite of high-margin products, it's failed to win investor support. And that doesn't quite make sense... yet. However, given its growth drivers ahead and the recent dip, my Strong Buy rating for Amazon remains in place. What was in Amazon’s fourth-quarter and 2025 financials? In Q4, Amazon reported revenue was up 14%, reaching $213.4 billion. You'll also note that the growth was backed by double-digit increases across all segments. Segment Q4 2025 Q4 2024 YOY Change % of Total North America $127.1 $115.6 +10% 59% International $50.7 $43.4 +17% 24% AWS $35.6 $28.8 +24% 17% Consolidated $213.4 $187.8 +14% 100% Click to enlarge Note: USD in billions. Notably, AWS grew 24% to $35.6 billion, representing a 20% increase quarter over quarter. This proves the segment is growing at a sustained pace. In terms of margins, Amazon’s gross profit rose 16% to $103.4 billion, with gross margin expanding 1.3 percentage points to 48.47% compared to the same period last year. Operating income also rose 18% to $25 billion, while net income rose 6% to $21.2 billion, or $1.98 per share (basic). To me, what’s pretty notable is the gross margin expansion, especially since Amazon has historically been a low-margin, high-volume business. That 1.3% gross margin improvement tells me the revenue mix is...
The company said on Friday that users between 18 and 24 years of age account for nearly 50% of all messages sent by Indians to ChatGPT, and users under 30 accounted for 80% of usage in the country.
The company said on Friday that users between 18 and 24 years of age account for nearly 50% of all messages sent by Indians to ChatGPT, and users under 30 accounted for 80% of usage in the country.
piyaset/iStock via Getty Images Wind power stocks continue to climb. Despite further bad news for the sector, the benchmark First Trust Global Wind Energy ETF ( FAN ) has continued to rebound from its prior lows. Specifically, while FAN shares have been merely flat over the past five years, they are now up more than 50% over the past 12 months. This is a rather surprising development, especially a...
piyaset/iStock via Getty Images Wind power stocks continue to climb. Despite further bad news for the sector, the benchmark First Trust Global Wind Energy ETF ( FAN ) has continued to rebound from its prior lows. Specifically, while FAN shares have been merely flat over the past five years, they are now up more than 50% over the past 12 months. This is a rather surprising development, especially as both news flow and earnings for the wind companies continue to be disappointing. Further Setbacks With The U.S. Government Speaking of news, the Trump Administration has continued to present roadblocks to wind and solar developers. In January, for example, we learned that the Trump Administration is set to potentially revise or scrap $83 billion in loans and financing commitments for clean energy projects. In some cases, money is being directly rerouted from renewable energy projects to other alternatives such as natural gas and nuclear power. The Department of Energy noted that a large number of loan commitments were made in the waning days of the Biden Administration and that these were up for review and possible reversals. This is potentially a large hurdle for the renewable energy sector. Many of these projects would struggle to obtain adequate financing from the private sector at acceptable interest rates. Having the government involved as a financier in these ventures makes it easier to help green energy projects attract a critical mass of support and help spur further involvement from private sector lenders, utilities, and end industrial and commercial customers. As the government pulls financing support away from many wind and solar developments, it could lead to a domino effect that causes more private sector players to draw back on their investments as well. And even prior to these latest loan cancellations, the data showed a worrisome trend for U.S. renewable energy projects. Specifically, energy transition tracker Cleanview reported that a stunning 1,891 power...
(RTTNews) - After ending the previous session modestly lower, stocks may see further downside in early trading on Friday. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.3 percent.
(RTTNews) - After ending the previous session modestly lower, stocks may see further downside in early trading on Friday. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.3 percent.
FBI Director Kash Patel Says Bureau Uncovered Antifa Funding Sources Authored by Jack Phillips via The Epoch Times (emphasis ours), FBI Director Kash Patel said on Feb. 18 that the law enforcement agency uncovered what he said are funding sources tied to antifa organizations, suggesting that more enforcement actions could come against the left-wing movement. FBI Director Kash Patel speaks during a...
FBI Director Kash Patel Says Bureau Uncovered Antifa Funding Sources Authored by Jack Phillips via The Epoch Times (emphasis ours), FBI Director Kash Patel said on Feb. 18 that the law enforcement agency uncovered what he said are funding sources tied to antifa organizations, suggesting that more enforcement actions could come against the left-wing movement. FBI Director Kash Patel speaks during a news conference at the Department of Justice in Washington on Dec. 4, 2025. Daniel Heuer/AFP via Getty Images “Whether it’s antifa or any other violent criminal organization—we know their operations don’t exist alone; they operate with heavy funding streams,” he wrote in a post on X, along with a clip from an interview with former deputy director Dan Bongino, on his show. Patel said that the FBI is “finding them and those who fund their criminal activity.” The FBI chief did not provide more information about the organizations, the source of the funding, or specific donors who may be involved. However, he said the FBI is looking into any financial backers linked to violence committed by alleged antifa operators. Agents are looking at whether funding was sent through U.S.-based nonprofit groups and whether any of those nonprofits had tax-exempt status. They are also evaluating potential foreign funding streams, he said. “Money doesn’t lie,” Patel told Bongino in the interview, saying that the FBI is right now “following the money” and that the law enforcement agency is “starting to arrest people who used their funds to incite violence in the guise of political peaceful protest.” Last year, Patel told The Epoch Times’s Jan Jekielek in an interview that the FBI is mapping out the entire antifa network and indicated that funding streams are being traced, coming months after the Trump administration designated antifa as a domestic terrorist group. The executive order, issued by President Donald Trump on Sept. 22, called antifa a “militarist, anarchist enterprise that explicitly ...
SEGRO Plc ( SEGXF ): FY Non-GAAP EPS of €36.60p. Net rental income of €543M (+8.6% Y/Y). Adjusted profit after tax of €417M. More on SEGRO Plc SEGRO Plc (SEGXF) Q4 2025 Earnings Call Transcript SEGRO Plc 2025 Q4 - Results - Earnings Call Presentation Why I Am Picking Segro Over Prologis For The AI Boom Seeking Alpha’s Quant Rating on SEGRO Plc Historical earnings data for SEGRO Plc
SEGRO Plc ( SEGXF ): FY Non-GAAP EPS of €36.60p. Net rental income of €543M (+8.6% Y/Y). Adjusted profit after tax of €417M. More on SEGRO Plc SEGRO Plc (SEGXF) Q4 2025 Earnings Call Transcript SEGRO Plc 2025 Q4 - Results - Earnings Call Presentation Why I Am Picking Segro Over Prologis For The AI Boom Seeking Alpha’s Quant Rating on SEGRO Plc Historical earnings data for SEGRO Plc
Getty Images Essent Group Ltd. ( ESNT ) is driven by issues in the employment market, which we mentioned in our previous coverage . The issue of employment is a central market theme right now because it relates to the proliferation of AI and also influences other factors important to Essent's business, like rates, concerning their fixed income reserve portfolio, and obviously claims, as well as de...
Getty Images Essent Group Ltd. ( ESNT ) is driven by issues in the employment market, which we mentioned in our previous coverage . The issue of employment is a central market theme right now because it relates to the proliferation of AI and also influences other factors important to Essent's business, like rates, concerning their fixed income reserve portfolio, and obviously claims, as well as demand for mortgages and housing in general. Reserving has risen because of the fragility in employment, and while it appears under control for the moment, hence the pause on rate cuts, we still have concerns in general around job growth and want to stay on the sidelines with this until we are more confident about the tenor in AI and agentic AI development, which has become too important of a trading factor in US markets - one that Essent has not seemed to be affected by yet as maybe it should. Results They are seeing solid growth in general. Housing starts are picking up , and so are mortgage originations, which will be the most direct KPI for a private mortgage insurer like Essent. These have started to steadily pick up since 2023, although considerably lower than the low-interest COVID-19 interest rate period. More in line with pre-COVID levels. Mortgage originations (Trading Economics) Consequently, premiums earned and policies written are growing. Note that net investment income is also growing. Reserving is also growing, related to macro, which we will comment on. IS (10-K) Looking at the portfolio in fixed income for a moment , we can make some comments about how macro might influence the performance of their available-for-sale assets. Fixed maturity and short-term investments are both classified as available for sale and reported at fair value as of the balance sheet date. In other words, it would seem available for sale is how they classify everything that they are holding in their reserve portfolio, taking a look at the balance sheet and seeing that all their invest...
Michael Vi/iStock Editorial via Getty Images Roche ( RHHBY ) announced on Thursday that the U.S. FDA accepted its marketing application for giredestrant, a novel breast cancer therapy, for review, assigning Dec. 18 as the target action date. Giredestrant belongs to a class of endocrine therapies called selective estrogen receptor degraders (SERD), which are designed to block tumor growth via the b...
Michael Vi/iStock Editorial via Getty Images Roche ( RHHBY ) announced on Thursday that the U.S. FDA accepted its marketing application for giredestrant, a novel breast cancer therapy, for review, assigning Dec. 18 as the target action date. Giredestrant belongs to a class of endocrine therapies called selective estrogen receptor degraders (SERD), which are designed to block tumor growth via the breakdown of proteins known as estrogen receptors. With its New Drug Application (NDA), the Swiss drugmaker aims for the approval of giredestrant as part of a combination regimen for adults with a certain type of estrogen receptor (ER)-positive breast cancer. Specifically, the company seeks the use of the oral therapy with the targeted cancer drug everolimus as a late-line option for ESR1-mutated locally advanced or metastatic breast cancer. The NDA is supported by data from Roche’s ( RHHBY ) Phase 3 evERA Breast Cancer study, which indicated that giredestrant plus everolimus cut the risk of disease progression or death by up to 62% versus standard-of-care endocrine therapy plus everolimus. More on Roche Roche Holding AG (RHHBY) Shareholder/Analyst Presentation Roche Holding AG (RHHBY) Shareholder/Analyst Call Transcript Roche Holding AG (RHHBY) Q4 2025 Earnings Call Transcript Oakmark Global Concentrated Strategy adds SNY; exits MBGAF and RHHBY Genentech's Gazyva succeeds in phase 3 trial for primary membranous nephropathy