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
Richard Drury/DigitalVision via Getty Images In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’...
Richard Drury/DigitalVision via Getty Images In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built and managed this portfolio publicly since 2017 to create and track a real-life case study. In August 2017, I received $108,760.02 in a locked retirement account. Locked means I can’t add capital to the account, and growth is only generated through capital gains and dividends. I don’t report this portfolio’s results to brag about my returns or to suggest you follow my lead. My purpose has been solely to share with our members how I manage my portfolio with all the good and the bad that inevitably takes place each month. I hope you have learned and will continue to learn from my experiences managing this portfolio. Volatility To Start The Year The year started strongly and as we get earnings reports, investors have started to worry again. Is it the fact that the market almost doubled over the past 3 years? Or, that many stocks look overvalued? Or investors are now concerned that the AI bubble will burst not only among tech stocks but also around infrastructure, industrial, construction, power, and energy? There are many questions in early 2026. The more questions we have, the more volatile the market becomes. It’s probably time to stash money in a good store of value, right? Gold? Silver? Bitcoin? Sorry, my friend, but volatility is everywhere. A few stocks and topics caught my attention at the beginning of the year. It seems that not much is making sense right now. This is why it’s a good time to go back to the basics and look closely at the narratives and then at the numbers! But first, the results! Performance in Review Let’s start with the numbers as of February ...
The U.S. economy grew 2.2% in 2025, a modest slowdown from 2.4% the previous year. GDP gains were fueled by solid consumer spending and business investment. (Image credit: Jeremy Weine)
The U.S. economy grew 2.2% in 2025, a modest slowdown from 2.4% the previous year. GDP gains were fueled by solid consumer spending and business investment. (Image credit: Jeremy Weine)
ayo888/iStock via Getty Images Here at the Lab, we initiated coverage of Viatris ( VTRS ). The company is a global generic pharmaceutical player, incorporated in 2020 with the merger of legacy Mylan and Pfizer's mature products Upjohn division. As a reminder, our pharma coverage reflects a well-established expertise. We maintain a strong focus on European players (Novartis, Roche , AstraZeneca , a...
ayo888/iStock via Getty Images Here at the Lab, we initiated coverage of Viatris ( VTRS ). The company is a global generic pharmaceutical player, incorporated in 2020 with the merger of legacy Mylan and Pfizer's mature products Upjohn division. As a reminder, our pharma coverage reflects a well-established expertise. We maintain a strong focus on European players (Novartis, Roche , AstraZeneca , and also smaller players). Viatris' YTD share price performance was up by >26%, but we believe there is still an opportunity for capital appreciation. The company’s strategic positioning profile closely resembles that of Novartis. Indeed, the Swiss giant "has transitioned to a pure-play innovative medicines company, driving improved valuation and margins post-Alcon and Sandoz spin-offs." Viatris is building a more globally diversified portfolio of medicines to support stronger revenue growth and create potential for meaningful margin expansion. Why are we Positive? From a business perspective, several branded and complex generics programs are approaching key clinical milestones and anticipated launches between 2026 and 2027 (Fig. 1), which could support the company’s ambition of returning to mid-single-digit revenue growth. We see support from a fast-acting meloxicam drug. This solution is in the acute pain market and is a meaningful catalyst for the company (Fig. 2). Management had planned to meet with the FDA by January-end for a potential priority review for this product. Still related to the pipeline, we see selatogrel as a source of potential upside ahead. For 2026–2029, we project roughly 3% revenue CAGR, ahead of Wall Street consensus expectations, underpinned by a diversified pipeline that we estimate could add more than $1 billion to sales starting in 2028 as new products come to market. Fast-acting meloxicam for acute pain appears well positioned for an H2 2026 launch, while cenerimod in lupus and selatogrel in acute cardiovascular settings could together contribut...
Quentin Griffiths, who co-founded British fast-fashion retailer Asos, has died after a fall from a balcony in Thailand, Thai police said on Friday. Police said that Griffiths, 58, had fallen from the 17th floor of a flat block in the seaside resort city of Pattaya on February 9. The police went to the scene and found the body of a British national, whom they identified as Quentin John Griffiths, o...
Quentin Griffiths, who co-founded British fast-fashion retailer Asos, has died after a fall from a balcony in Thailand, Thai police said on Friday. Police said that Griffiths, 58, had fallen from the 17th floor of a flat block in the seaside resort city of Pattaya on February 9. The police went to the scene and found the body of a British national, whom they identified as Quentin John Griffiths, on the ground directly below the balcony, they said. Police said initial investigations suggested...
Bim/E+ via Getty Images Chemours ( CC ) -11.3% pre-market Friday after reporting Q4 adjusted earnings that missed expectations, citing declining sales in its advanced performance materials segment. Q4 net loss increased to $47M, or $0.31/share, from a net loss of $11M, or $0.08/share, in the year-earlier quarter, while adjusted EBITDA fell to $128M from $168M a year ago and total revenues declined...
Bim/E+ via Getty Images Chemours ( CC ) -11.3% pre-market Friday after reporting Q4 adjusted earnings that missed expectations, citing declining sales in its advanced performance materials segment. Q4 net loss increased to $47M, or $0.31/share, from a net loss of $11M, or $0.08/share, in the year-earlier quarter, while adjusted EBITDA fell to $128M from $168M a year ago and total revenues declined 2% Y/Y to $1.3B, in line with analyst consensus. "As a result of short-term cyclical end market headwinds experienced in our APM business, we elected to prioritize cash flow, leading to strong cash generation in the quarter. In connection with this approach, APM incurred a sizable non-cash inventory charge and unfavorable product mix driving our consolidated adjusted EBITDA slightly below our expected range," President and CEO Denise Dignam said, adding that while macroeconomic conditions remain "tepid," the company's pricing actions have begun to take effect in titanium dioxide. Q4 net sales in the APM segment fell 4% Y/Y to $312M, driven by an 8% decline in volume caused mostly by the recent closure of the Advanced Materials SPS Capstone line, which was partially offset by a 3% increase in price; APM segment adjusted EBITDA fell 74% Y/Y to $12M, and adjusted EBITDA margin decreased 11 percentage points to 4%. APM segment guidance also was lower than expected, Truist analyst Peter Osterland said, as "sales expected to fall high-teens seq’l driven by weakness in end markets, customer timing, and an outage at the Washington Works site." Q4 net sales in the Titanium Technologies segment fell 11% Y/Y to $561M, driven by a 6% decline in price globally, as lower TiO2 pigment pricing and volumes were paired with lower minerals sales compared to the prior-year quarter; TT segment a djusted EBITDA fell 67% Y/Y to $23M, and adjusted EBITDA margin decreased seven percentage points to 4%. Q4 net sales in Thermal & Specialized Solutions rose 14% Y/Y to $444M, driven by a 10% increase ...
tupungato Microsoft ( MSFT ) was in focus on Friday as Citi reiterated its Buy rating on the tech giant, citing Copilot momentum and strength in its Azure cloud unit. “The meetings offered positive takeaways, with management addressing several investor concerns around competitive dynamics (Claude/CoWork), MSFT positioning post-OpenAI, capacity allocation, and capex trajectory,” Citi analyst Radke ...
tupungato Microsoft ( MSFT ) was in focus on Friday as Citi reiterated its Buy rating on the tech giant, citing Copilot momentum and strength in its Azure cloud unit. “The meetings offered positive takeaways, with management addressing several investor concerns around competitive dynamics (Claude/CoWork), MSFT positioning post-OpenAI, capacity allocation, and capex trajectory,” Citi analyst Radke wrote in a note to clients, regarding a recent meeting with Microsoft's investor relations team. Radke continued: “Commentary reinforced improving copilot adoption, now the primary M365 Commercial growth driver and nudging past E5. Azure growth remains capacity constrained, yet with a clear allocation framework. Longer term, MSFT expects Azure margins to remain sustainable, citing efficiency gains (Maia silicon, software/throughput improvements, in-house LLMs), a larger AI TAM, and a near-term focus on FCF and GP $. Overall, the meetings supported a constructive LT view as MSFT leans on its data, workflow, and security advantages to expand its position in AI-driven enterprise software.” More on Microsoft Microsoft: This AI Selloff Could Be The Buying Opportunity Investors Miss Microsoft's Azure Reacceleration Could Shock Wall Street Microsoft: Cloud And AI-Driven Stability Microsoft says it doesn’t think ICE is using its tech for mass surveillance Bill Gates withdraws from India AI summit