Cherish Bean, 15, and Ethan Slater, 17, were discovered at a rental property in Little Eden Holiday Lodge Park on Wednesday A teenage couple who died from suspected carbon monoxide poisoning at an East Yorkshire holiday park have been named by police. Cherish Bean, 15, and Ethan Slater, 17, were discovered at a rental property at Little Eden Holiday Lodge Park on Wednesday. Continue reading...
Cherish Bean, 15, and Ethan Slater, 17, were discovered at a rental property in Little Eden Holiday Lodge Park on Wednesday A teenage couple who died from suspected carbon monoxide poisoning at an East Yorkshire holiday park have been named by police. Cherish Bean, 15, and Ethan Slater, 17, were discovered at a rental property at Little Eden Holiday Lodge Park on Wednesday. Continue reading...
Palantir Landed Its Next $1 Billion Deal Yahoo Finance Why One Expert Thinks Palantir's Slumping Stock Is an Opportunity for Investors Investopedia Famed "Big Short" Investor Michael Burry Made a Dire Prediction About Palantir Stock. I Think He's Dead Wrong The Motley Fool
Palantir Landed Its Next $1 Billion Deal Yahoo Finance Why One Expert Thinks Palantir's Slumping Stock Is an Opportunity for Investors Investopedia Famed "Big Short" Investor Michael Burry Made a Dire Prediction About Palantir Stock. I Think He's Dead Wrong The Motley Fool
QUALCOMM Incorporated (NASDAQ:QCOM) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. QUALCOMM Incorporated (NASDAQ:QCOM) is one of the most promising stocks on our list. TheFly reported on February 10 that Morgan Stanley resumed coverage of QCOM with an Underweight rating and a $132 price target. The firm expressed concerns that […]
QUALCOMM Incorporated (NASDAQ:QCOM) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. QUALCOMM Incorporated (NASDAQ:QCOM) is one of the most promising stocks on our list. TheFly reported on February 10 that Morgan Stanley resumed coverage of QCOM with an Underweight rating and a $132 price target. The firm expressed concerns that […]
Oakland Mayor, Who Supported 'Defund The Police' Has Her Car Stolen Authored by Luis Cornelio via Headline USA , An alleged thief stole Oakland Mayor Barbara Lee’s city-owned vehicle after breaking into her office just two days earlier, according to the California edition of the New York Post . The Oakland Police Department recovered the vehicle within hours, two days after somebody tampered with ...
Oakland Mayor, Who Supported 'Defund The Police' Has Her Car Stolen Authored by Luis Cornelio via Headline USA , An alleged thief stole Oakland Mayor Barbara Lee’s city-owned vehicle after breaking into her office just two days earlier, according to the California edition of the New York Post . The Oakland Police Department recovered the vehicle within hours, two days after somebody tampered with her office’s door. “ The Oakland Police Department is investigating the theft of a city-owned vehicle. On February 17, 2026, OPD was notified that the vehicle was stolen from Oakland City Hall, ” the OPD said through a spokesperson. “The vehicle was recovered within hours. OPD is following up on potential leads.” Lee took office in May 2025 after serving more than two decades in Congress. She previously expressed support for efforts to “restructure” and “overhaul” policing during the 2020 protests, language widely associated with the “defund the police” movement. In 2020, she told Politico she was “really proud” of the Minneapolis City Council’s pledge to defund the local police. In December 2020, she also said, “We have to restructure our funding priorities in terms of how we make our communities safe.” “We have seen video after video over the last few weeks of peaceful protestors being met with extreme violence from police,” Lee said during the 2020 protest in favor of George Floyd. “We can’t wait. It’s time to overhaul our policing system.” According to the New York Post , police already had an arrest warrant for the alleged suspect. In a statement, Lee claimed her administration takes crimes seriously: “As with criminal cases such as this, the Oakland Police Department is actively investigating, and we cannot comment further at this time. No one in Oakland should have to worry about their car being stolen, whether they’re a resident, a city worker, or the Mayor. Public safety is a priority across our entire city.” The theft comes amid a broader problem for Oakland as th...
lcva2/iStock Editorial via Getty Images I have never been much of a fan of high-growth technology stocks. Even though I recognize these are high-quality cash cows for the most part, many of them trade at levels that I would consider to be unacceptable. There are, of course, some exceptions. One of them happens to be Microsoft Corporation ( MSFT ), which currently boasts a market capitalization of ...
lcva2/iStock Editorial via Getty Images I have never been much of a fan of high-growth technology stocks. Even though I recognize these are high-quality cash cows for the most part, many of them trade at levels that I would consider to be unacceptable. There are, of course, some exceptions. One of them happens to be Microsoft Corporation ( MSFT ), which currently boasts a market capitalization of $3.05 trillion. Lately, the stock hasn't performed all that well. In fact, since I reaffirmed the business as a ‘buy’ candidate back in August of last year, shares have fallen by 20.8%. Over that same window of time, the S&P 500 is up 8.5%. Given this return disparity, you might reasonably conclude one of two things. Either the stock is drastically overpriced, or fundamentals are deteriorating. Functionally for investors, neither of those things is currently true. In fact, the business continues to grow like a weed. And while the stock is not exactly cheap compared to most other companies out there, it is priced at levels that, for a high-quality industry leader, make it look attractive. Given this combination of factors, I firmly believe that the market is getting this one wrong. With key parts of the company growing at a rapid pace and margins coming in strong, I see no reason to be anything other than bullish about the business at this time. This Play Is Misunderstood If we focus purely on fundamentals, it's clear that Microsoft is doing a fantastic job right now. During the most recent quarter , which would be the second quarter of the company's 2026 fiscal year, revenue for the business came in at $81.27 billion. That's an increase of 16.7% over the $69.63 billion that management reported a year earlier. For such a large business, this is a rapid amount of expansion. After all, as companies become larger, you would generally expect their growth prospects to worsen. As you will see, though, there's no evidence of that being the case here. Author - SEC EDGAR Data The ris...
Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is one of the most promising stocks. TheFly reported on February 10 that Raymond James raised its rating on TTWO to Strong Buy from Outperform and maintained its $285 price target. […]
Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is one of the most promising stocks. TheFly reported on February 10 that Raymond James raised its rating on TTWO to Strong Buy from Outperform and maintained its $285 price target. […]
The S&P 500 Index ($SPX ) (SPY ) today is up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.18%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.03%. March E-mini S&P futures (ESH26 ) are up +0.60%, and March E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.18%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.03%. March E-mini S&P futures (ESH26 ) are up +0.60%, and March E-mini Nasdaq futures...
Where's the Trump phone? We're going to keep talking about it every week . This week, we explain how the presidential phone company connects to an older company that's really running the show. We've long known that Trump Mobile was linked to Liberty Mobile, a carrier that's traded for years using freedom-themed branding to sell cheap mobile plans to a conservative crowd. Turns out, the two busines...
Where's the Trump phone? We're going to keep talking about it every week . This week, we explain how the presidential phone company connects to an older company that's really running the show. We've long known that Trump Mobile was linked to Liberty Mobile, a carrier that's traded for years using freedom-themed branding to sell cheap mobile plans to a conservative crowd. Turns out, the two businesses are even closer to one another than it had initially appeared. And as we wait for the launch of the Trump phone - potentially as soon as next month, having been delayed from August - it's worth understanding who's actually behind the device, reg … Read the full story at The Verge.
At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Palantir Technologies Inc (Symbol: PLTR) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it
At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Palantir Technologies Inc (Symbol: PLTR) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it
Alphabet Inc. (NASDAQ:GOOG) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. Alphabet Inc. (NASDAQ:GOOG) is one of the most promising stocks. On February 5, UBS increased its price target on Alphabet Inc. (NASDAQ:GOOG) to $348 from $345 while maintaining a Neutral rating on the stock. The firm pointed out […]
Alphabet Inc. (NASDAQ:GOOG) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. Alphabet Inc. (NASDAQ:GOOG) is one of the most promising stocks. On February 5, UBS increased its price target on Alphabet Inc. (NASDAQ:GOOG) to $348 from $345 while maintaining a Neutral rating on the stock. The firm pointed out […]
400tmax/iStock Unreleased via Getty Images Google ( GOOG )( GOOGL ) is searching for a wider market for its artificial intelligence chips, or TPUs, but that may be challenging in a market dominated by Nvidia ( NVDA ), according to The Wall Street Journal . Another challenge is marketing their TPUs to rival cloud providers, such as Amazon Web Services ( AMZN ) and Microsoft ( MSFT ) Azure, the repo...
400tmax/iStock Unreleased via Getty Images Google ( GOOG )( GOOGL ) is searching for a wider market for its artificial intelligence chips, or TPUs, but that may be challenging in a market dominated by Nvidia ( NVDA ), according to The Wall Street Journal . Another challenge is marketing their TPUs to rival cloud providers, such as Amazon Web Services ( AMZN ) and Microsoft ( MSFT ) Azure, the report said. Manufacturing bottlenecks could also become an issue, as Google utilizes Taiwan Semiconductor Manufacturing Company ( TSM ) to produce its TPUs. TSM's largest client is Nvidia. What's more, another large-scale potential client, Meta Platforms ( META ), inked a multiyear deal with Nvidia earlier this week. Instead, Google has reached out to smaller hyperscalers, called neoclouds, such as Fluidstack. Google is considering a $100M investment in the startup, which provides computing power for AI companies, the report said. Google has also provided financing for Hut 8 ( HUT ), Cipher Mining ( CIFR ), and Terawulf ( WULF ), all crypto-mining companies that are transitioning to data center developers. Google has also found some traction with Anthropic ( ANTHRO ), the creator of the popular Claude AI models, for running some of its workloads on TPUs. More on Alphabet and Nvidia Nvidia: Deep Discount Before Earnings This Is A Stock Picker's Market Nvidia: The Ride Will Resume As Hyperscalers Break Their Banks Hedge fund managers give mixed signals on Nvidia Nvidia and OpenAI abandon unfinished $100B deal in favor of $30B investment: report
NVIDIA Corporation (NASDAQ:NVDA) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising stocks. TheFly reported on February 11 that UBS raised its price target on NVIDIA Corporation (NASDAQ:NVDA) from $235 to $245 and reiterated a Buy rating on the shares. Separately, […]
NVIDIA Corporation (NASDAQ:NVDA) is among the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds. NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising stocks. TheFly reported on February 11 that UBS raised its price target on NVIDIA Corporation (NASDAQ:NVDA) from $235 to $245 and reiterated a Buy rating on the shares. Separately, […]
Earnings Call Insights: Oil States International, Inc. (OIS) Q4 2025 Management View CEO Cindy Taylor reported "strong fourth quarter results with adjusted EBITDA exceeding our guidance and quarterly cash flows from operations at historically high levels." Taylor announced that $50 million of cash flow from operations was used to retire an equivalent amount of convertible senior notes, and "our ca...
Earnings Call Insights: Oil States International, Inc. (OIS) Q4 2025 Management View CEO Cindy Taylor reported "strong fourth quarter results with adjusted EBITDA exceeding our guidance and quarterly cash flows from operations at historically high levels." Taylor announced that $50 million of cash flow from operations was used to retire an equivalent amount of convertible senior notes, and "our cash on hand exceeded outstanding debt by $15 million at year-end." Taylor emphasized progress in "optimizing Oil States' business mix in favor of operations focused in the offshore and international markets." She noted, "77% of our revenues generated from offshore and international markets in the current quarter compared to 72% in the prior-year period." Taylor detailed that the Offshore Manufactured Products segment had "revenues and adjusted segment EBITDA increasing 13% and 12% sequentially," and that backlog reached $435 million—the highest since March 2015—with a quarterly book-to-bill ratio of 1.3x. She cited "multiple new contracts and successfully deployed advanced offshore technologies," including the "first successful deployment of our Low Impact Workover Package" and a "record deployment" of the Merlin Deepsea Mineral Riser System. CFO Lloyd Hajdik stated, "During the fourth quarter, we generated revenues of $178 million, up 8% sequentially from the third quarter and adjusted consolidated EBITDA of $23 million, representing a 9% sequential increase and at the top of the guided consolidated EBITDA range that we provided on our third quarter 2025 earnings call." Hajdik reported a "net loss of $117 million or $2.04 per share, which included long-lived asset impairments, restructuring charges and valuation allowances established on U.S. deferred tax assets." He clarified, "Our adjusted net income totaled $8 million or $0.13 per share after excluding these charges." Outlook Taylor projected "2026 full year revenues to range between $680 million and $700 million and ful...
Earnings Call Insights: Employers Holdings, Inc. (EIG) Q4 2025 Management View CEO Katherine Antonello began by addressing the elevated frequency of California cumulative trauma (CT) claims, noting "To be clear, this remains a California-specific issue. Claim frequency in our other states and within non-CT claims in California continues to trend favorably." She emphasized that Employers implemente...
Earnings Call Insights: Employers Holdings, Inc. (EIG) Q4 2025 Management View CEO Katherine Antonello began by addressing the elevated frequency of California cumulative trauma (CT) claims, noting "To be clear, this remains a California-specific issue. Claim frequency in our other states and within non-CT claims in California continues to trend favorably." She emphasized that Employers implemented rate increases and tightened underwriting restrictions in California and other regions, while adding, "these actions... are also likely to reduce written premium in 2026." Antonello highlighted that the Small Commercial segment maintained strong retention rates throughout 2025, attributing this to investments in automation and ease of use. She confirmed that the fourth quarter full actuarial assessment required no additional reserve strengthening, and an independent actuarial firm validated that carried reserves were within reasonable ranges. A new excess workers’ compensation product was introduced, described as "a strategic expansion of our capabilities," with Antonello reporting "the early market response has been strong, and we expect this product will deepen our distribution partner relationships while expanding our addressable market." $215 million was returned to shareholders via share repurchases and dividends in 2025. Antonello stated, "Along with our operational performance, these actions increased our book value per share, including the deferred gain by 11% to $51.31." CFO Michael Pedraja reported, "Gross premiums written were $156.8 million compared to $176.3 million for the prior year quarter, a decrease of 11% due primarily to a decrease in new business writings and lower final audit premiums, partially offset by higher renewal business premium." Pedraja added, "Our losses in LAE were $134.4 million versus $113.2 million a year ago, an increase of 18.7% due primarily to an increase in the accident year 2025 selected loss and LAE ratio and the absence of favo...
Earnings Call Insights: Comfort Systems USA, Inc. (FIX) Q4 2025 Management View Brian Lane, CEO, stated that "we reported record earnings and backlog and exceptional cash flow, thanks to best-in-class execution by our teams across the United States." Lane highlighted same-store revenue growth of 35% for the fourth quarter and a quarterly gross margin exceeding 25% for the first time in company his...
Earnings Call Insights: Comfort Systems USA, Inc. (FIX) Q4 2025 Management View Brian Lane, CEO, stated that "we reported record earnings and backlog and exceptional cash flow, thanks to best-in-class execution by our teams across the United States." Lane highlighted same-store revenue growth of 35% for the fourth quarter and a quarterly gross margin exceeding 25% for the first time in company history. He reported $9.37 per share for the quarter and $28.88 per share for the year, noting that backlog increased to a new all-time high of $12 billion with strong bookings, particularly in the technology sector. Lane shared expansion plans: "Our modular capacity is currently around 3 million square feet, and we expect to increase this to approximately 4 million square feet by the end of 2026, with planned additions in Texas and North Carolina." He also announced the acquisition of two electrical companies during the quarter and an increase in the quarterly dividend by $0.10 to $0.70 per share. CFO William George emphasized, "these results are unprecedented." George noted revenue for the fourth quarter increased by 42% year-over-year to $2.6 billion, with full-year revenue exceeding $9 billion, up 30% from 2024. He stated, "Gross profit was $675 million for the fourth quarter of 2025, a $241 million increase compared to a year ago," and pointed to margin gains in both the Mechanical and Electrical segments. George also highlighted a record $1 billion in free cash flow for the full year and substantial investments in share repurchases. President and COO Trent McKenna discussed backlog trends: "Backlog at the end of the fourth quarter was $11.9 billion, a same-store increase in both sequential and year-over-year backlog." He noted the industrial sector, especially technology/data center work, accounted for 67% of 2025's volume, with technology comprising 45% of revenue, up from 33% the prior year. Outlook McKenna expressed confidence, stating, "With unprecedented backlog and...