Playmaker, out of favour under Mikel Arteta, has scored 18 of his 38 Premier League goals at business end of the season Eberechi Eze was asked in an interview this week if there is a motto that he lives by and his answer was most revealing given how things have been going for him at Arsenal recently. “It’s not about now. It’s the long game,” he told the Men in Blazers podcast before Sunday’s north...
Playmaker, out of favour under Mikel Arteta, has scored 18 of his 38 Premier League goals at business end of the season Eberechi Eze was asked in an interview this week if there is a motto that he lives by and his answer was most revealing given how things have been going for him at Arsenal recently. “It’s not about now. It’s the long game,” he told the Men in Blazers podcast before Sunday’s north London derby. Remaining patient has been a recurring theme throughout Eze’s career ever since he was released by Arsenal at 13 and then rejected by several other clubs before finding a home at Queens Park Rangers. Yet having made an immediate impression after a £67.5m dream move back to his boyhood club from Crystal Palace that peaked with a memorable hat-trick against Tottenham at the end of November, the goals have dried up completely as Mikel Arteta has seemingly lost faith in the England forward. Continue reading...
Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. Monday - February 23 Tariff watch - Analysts and investors will be busy resetting expectations on nearly every sector after the Supreme Court ruling on President Trump's sweeping tariff policies. Volatility watch - AXT (...
Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. Monday - February 23 Tariff watch - Analysts and investors will be busy resetting expectations on nearly every sector after the Supreme Court ruling on President Trump's sweeping tariff policies. Volatility watch - AXT ( AXTI ) and CoreWeave ( CRWV ) are set up for a volatile week of trading based on options volume. The most overbought stocks per their 14-day relative strength index include Sensei Bio ( SNSE ), Calumet ( CLMT ), and Energy Services of America ( ESOA ). The most oversold stocks per their 14-day Relative Strength Index include Virtuix ( VTIX ), SPS Commerce ( SPSC ), and SimilarWeb ( SMWB ). Earnings watch - Notable companies due to report include Dominion Energy ( D ), Diamondback Energy ( FANG ), and Domino's Pizza ( DPZ ). Options trading implies a double-digit swing in share price for Bed Bath & Beyond ( BBBY ) and Vir Biotechnology ( VIR ) after they report. Dividend watch - Companies that have an ex-dividend date coming next week include Marriott International ( MAR ), Delta Air Lines ( DAL ), Johnson & Johnson ( JNJ ), and Northrop Grumman ( NOC ). IPO watch - The quiet period ends on York Space Systems ( YSS ), PicS ( PICS ), Ethos Technologies ( LIFE ), and Public Policy Holding ( PPHC ) to free up analysts to post ratings. The IPO lockup period expires on blocks of shares of Picard Medical ( PMI ). All day - Fed Governor Lisa Cook will participate in a panel on “Artificial Intelligence and Productivity” at the NABE Annual Economic Policy Conference in Washington, D.C. 8:25 a.m. JPMorgan ( JPM ) will host a company update in New York City. Analysts expect the firm-wide overview by CFO Jeremy Barnum to be more in-depth than in recent years, as it will likely include key points for each main business line. CEO Jamie Dimon is anticipated to close out the event with pre...
In an environment where cash is paying again, Moomoo is rolling out a welcome bonus that combines high-yield savings with free stock incentives for new customers. Through a limited-time promotion running through March 12, eligible users can earn up to...
In an environment where cash is paying again, Moomoo is rolling out a welcome bonus that combines high-yield savings with free stock incentives for new customers. Through a limited-time promotion running through March 12, eligible users can earn up to...
Kollayut Jantawong/iStock via Getty Images The Global X US Infrastructure Development ETF ( PAVE ) is a passively managed exchange-traded fund designed to track the performance of companies that participate in the industrial construction, materials, and transportation industries. With multiple megatrends at hand, including increasing investments for large-scale data centers and energy transmission...
Kollayut Jantawong/iStock via Getty Images The Global X US Infrastructure Development ETF ( PAVE ) is a passively managed exchange-traded fund designed to track the performance of companies that participate in the industrial construction, materials, and transportation industries. With multiple megatrends at hand, including increasing investments for large-scale data centers and energy transmission and distribution, I believe PAVE could be an appealing ETF to gain exposure to the broader industry trends. With ample liquidity and industry exposure, I am recommending PAVE with a Buy rating with a 2-4% target allocation. Industry Investment Thesis The industrials market is gaining momentum entering 2026 as the AI investment theme sours on the back of high capital investment outlays and concerns brewing regarding AI developer profitability . Weighing value vs. growth stocks, value stocks have been outperforming growth in recent months, as depicted by the performance of the S&P 500 ( SPY ) Value ( SPYV ) and Growth ( SPYG ). With this transition, I believe companies that have been viewed as undervalued, particularly in the industrials sector, may experience positive growth over the coming quarters, particularly driven by secular growth trends. TradingView The driving factor is the increasing investments in building out power transmission and distribution in support of large-scale data centers and reindustrialization. Accordingly, electric utilities are expected to invest $1.4T from 2025 to 2030 to build out power capacity in support of growing demand, which is set to benefit many of the holdings within PAVE. Corporate Filings Looking at engineering, procurement, and construction firms, PAVE holds companies like Quanta Services ( PWR ), MasTec ( MTZ ), and Sterling Infrastructure ( STRL ). These companies will benefit from increasing demand for construction services, which can drive backlog growth and revenue conversion. The near-term headwind for the market is the tight l...
The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ: KBWY) aims to provide investors with an above-average income yield. The exchange-traded fund's (ETF) strategy is to invest in smaller real estate investment trusts (REITs). It weights these REITs by yield, which enables it to generate lots of dividend income to distribute to investors. Here's a look at how this REIT ETF investment can beat the...
The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ: KBWY) aims to provide investors with an above-average income yield. The exchange-traded fund's (ETF) strategy is to invest in smaller real estate investment trusts (REITs). It weights these REITs by yield, which enables it to generate lots of dividend income to distribute to investors. Here's a look at how this REIT ETF investment can beat the market. Image source: Getty Images. Continue reading
SpaceX IPO Hype Ignites Blast Off For This Korean Broker Stock The SpaceX IPO , potentially launching as early as mid-June, is set to accelerate the " space investment " theme we previously outlined, with Elon Musk's rocket company rumored to target about $50 billion in proceeds at a $1.5 trillion valuation. Early bullish sentiment is already appearing in one public-market proxy: Seoul-based Mirae...
SpaceX IPO Hype Ignites Blast Off For This Korean Broker Stock The SpaceX IPO , potentially launching as early as mid-June, is set to accelerate the " space investment " theme we previously outlined, with Elon Musk's rocket company rumored to target about $50 billion in proceeds at a $1.5 trillion valuation. Early bullish sentiment is already appearing in one public-market proxy: Seoul-based Mirae Asset Securities Co., which has about $400 million of exposure to SpaceX and xAI, and has surged to the top spot on MSCI's broadest global stock index performance so far this year. Ha SeokKeun, CEO at Eugene Asset Management Co., was quoted by Bloomberg as saying that Mirae Asset's fundamentals are improving due to the strong Korean stock market, while its SpaceX position provides an additional catalyst, allowing investors to capture two sources of value simultaneously. Mirae Asset's brokerage revenue jumped to a record in 2025, up 43% over the previous year, according to its earnings report last week. The stock is trading at 21 times forward earnings estimates, or triple its five-year average. KB Securities Co. analyst Kang Seunggun warned that the stock's valuation is elevated and that the benefits of its high portfolio valuations remain unclear. There was roughly a one-month lag between the corporate media headlines about the SpaceX IPO in December and the market pricing in Mirae Asset's SpaceX exposure. "Most of the earnings increase comes from unrealized gains in consolidated funds, limiting the direct impact on standalone capital," Kang wrote in a note earlier this month. "As a result, we see greater uncertainty in translating valuation gains into shareholder returns." We have told readers the space theme is well underway, as well as ways to profit: Data Centers In Space Are Coming: Here's How To Profit A year ago, we mapped out Starlink's satellite supply chain as the space theme started to emerge: Goldman Turns Bullish On Starlink Satellite Parts Supplier As Space ...
Getty Images Tariffs Rule Unconstitutional With a 6-3 ruling, the Supreme Court struck down President Trump's tariffs, stating that the President doesn't have the authority under the International Emergency Economic Powers Act (IEEPA) to tax or impose duties. The main argument is that the first article of the Constitution gives the power of the purse only to Congress. The majority of the Court exp...
Getty Images Tariffs Rule Unconstitutional With a 6-3 ruling, the Supreme Court struck down President Trump's tariffs, stating that the President doesn't have the authority under the International Emergency Economic Powers Act (IEEPA) to tax or impose duties. The main argument is that the first article of the Constitution gives the power of the purse only to Congress. The majority of the Court expressed the opinion that the decision to apply import levies would widen and expand the powers that the Constitution gives to the President of the U.S.A. The three Justices who dissented, on the other hand, wrote that they believe the refund process will be extremely hard to manage, with the risk of a messy outcome and extreme pressure on the U.S. Department of the Treasury. Tariffs have been around for almost a year, and we have discussed them over and over. In particular, the debate has often hinged on who bears the real burden. Just a few days ago, the NY FED released a paper showing that almost 90% of the burden fell on U.S. businesses and consumers . The White House rebuked, saying that the paper was " an embarrassment " and that consumers are faring much better than a year ago. For sure, the Supreme Court decision marks a legal check that will be discussed and carefully examined for years, both at academic research levels and at institutional and governmental boards and conferences. Right now, I want to address how we could behave as investors since this ruling has an immediate effect and basically undermines one of the cornerstones of the U.S. administration's trade policy. Basically, we are back to 9% tariffs , as the Yale Budget Lab estimates. Let's then analyze the impact of this ruling on the most important macroeconomic variables. Fiscal Impact First of all, tariffs are a matter of government revenue. Below, we see the increase in yearly customs duties collected by the federal government once President Trump announced his new tariffs. We rapidly moved from $100B ...
Earnings Call Insights: Casella Waste Systems (CWST) Q4 2025 Management View Ned Coletta, President & CEO, opened his first call as CEO by emphasizing the company's fifth consecutive year of double-digit growth in revenue, adjusted EBITDA, and adjusted free cash flow. He noted, "For the full year 2025, revenues increased 18%, Adjusted EBITDA increased 17%, and adjusted free cash flow increased 14%...
Earnings Call Insights: Casella Waste Systems (CWST) Q4 2025 Management View Ned Coletta, President & CEO, opened his first call as CEO by emphasizing the company's fifth consecutive year of double-digit growth in revenue, adjusted EBITDA, and adjusted free cash flow. He noted, "For the full year 2025, revenues increased 18%, Adjusted EBITDA increased 17%, and adjusted free cash flow increased 14%." Coletta highlighted sustained organic growth, operating improvements, and strategic momentum, with a particular focus on margin expansion and disciplined collection pricing. He confirmed the completion of nine acquisitions in 2025 representing over $115 million in annualized revenues, and the January 2026 closing of the Mountain State Waste acquisition, which adds $30 million in annualized revenues and expands operations into West Virginia. Coletta also detailed key operational initiatives, including efficiencies from new automated trucks and significant progress on system integration in the Mid-Atlantic segment. He pointed to expansion efforts at the Hakes and Hyland landfills, expecting the Hakes permit "in the next couple of quarters and the Hyland permit expected within the year." Coletta stated, "We are working to more than double the annual permit at Hyland from 460,000 tons a year to 1,000,000 tons, and we would also add close to 60 years of capacity at current run rate." CFO Bradford Helgeson reported, "Revenues in the fourth quarter were $469.1 million, up $41.6 million, or 9.7% year-over-year, with $23.1 million from acquisitions... and $18.5 million from same-store growth, or 4.3%." Helgeson highlighted solid waste revenue growth, margin expansion, and the impact of risk-sharing structures offsetting commodity volatility in the recycling segment. Outlook Management announced 2026 financial guidance of revenue between $1.97 billion and $1.99 billion, representing 8% growth at the midpoint. Adjusted EBITDA is projected between $455 million and $465 million, or 9...
If the PlayStation 5 is your console of choice — and you’re not satisfied with the DualSense gamepad it comes with — the DualSense Edge may be what you’re looking for. Luckily, if its high asking price of $199 was keeping you away, Sony is now offering the white and black controller via the PlayStation Direct storefront in refurbished condition for $169 ($30 off). It comes with the same one-year w...
If the PlayStation 5 is your console of choice — and you’re not satisfied with the DualSense gamepad it comes with — the DualSense Edge may be what you’re looking for. Luckily, if its high asking price of $199 was keeping you away, Sony is now offering the white and black controller via the PlayStation Direct storefront in refurbished condition for $169 ($30 off). It comes with the same one-year warranty as a new unit, though it may exhibit minor cosmetic imperfections. Sony DualSense Edge Sony’s pro-style controller, the DualSense Edge, might suffer from shorter battery life than the standard DualSense model, but it features great software integration with the PlayStation 5 and plenty of customizable components. Where to Buy: $199 $169 at PlayStation Direct (refurbished) The DualSense Edge is significantly more customizable than Sony’s pack-in controller, with toggleable control schemes you can switch without leaving your game, mappable rear paddles, and swappable joysticks in case one breaks. On its back, there are switches that let you adjust the stopping point of its triggers, allowing either a full pull or a short and clicky feel. It’s also easy to tweak the joysticks’ deadzone and sensitivity levels. In addition to being a great pairing with the PS5, the DualSense Edge is also compatible with Windows. Several PC games published by PlayStation Studios feature support for some of the controller’s unique features, too. The wireless controller’s only significant downside is that it’s limited to eight hours of battery life, which is a couple of hours shorter than Sony’s standard DualSense gamepad. It shouldn’t be an issue if you remember to charge the controller every few days, though. Read our full DualSense Edge review .
The US president says he will impose a 10% global tariff after the supreme court found his current use of tariffs illegal blocked it. Trump called the decision a disgrace Continue reading...
The US president says he will impose a 10% global tariff after the supreme court found his current use of tariffs illegal blocked it. Trump called the decision a disgrace Continue reading...
Shares of European chemicals company Chemours (NYSE: CC) fell 16.8% on Friday, as of 2:46 p.m. EDT. The chemicals giant reported lackluster earnings today and also provided guidance that merely met the analyst consensus. Thus, it's no surprise the stock found itself in the red after having doubled since late November. Still, opportunity may lurk one of Chemours' all-star up-and-coming products. In...
Shares of European chemicals company Chemours (NYSE: CC) fell 16.8% on Friday, as of 2:46 p.m. EDT. The chemicals giant reported lackluster earnings today and also provided guidance that merely met the analyst consensus. Thus, it's no surprise the stock found itself in the red after having doubled since late November. Still, opportunity may lurk one of Chemours' all-star up-and-coming products. In the fourth quarter, Chemours delivered a 2.2% revenue decline, which was in line with Wall Street's expectations, while adjusted ( non-GAAP ) earnings per share fell 46% to $0.05, missing expectations by $0.02. Continue reading
Traffic moves along the 405 Freeway in Los Angeles in February of 2026. | Apu Gomes/Getty Images For decades, America's auto industry was the envy of the world, driven by mass production, the rise of Detroit's Big Three automakers, and the iconic stylings of the 1950s and '60s. Then, through a series of blunders and missteps, things started to unravel. There was the fuel crisis of the 1970s, which...
Traffic moves along the 405 Freeway in Los Angeles in February of 2026. | Apu Gomes/Getty Images For decades, America's auto industry was the envy of the world, driven by mass production, the rise of Detroit's Big Three automakers, and the iconic stylings of the 1950s and '60s. Then, through a series of blunders and missteps, things started to unravel. There was the fuel crisis of the 1970s, which led to an influx of Japanese imports that bested Detroit in fuel savings and reliability. And then there were various global financial collapses throughout the 1990s and early 2000s, and a significant decline in automotive quality as the Big Three continued to push bigger and more expensive vehicles, at the expense of road safety and global … Read the full story at The Verge.