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Walmart: Defensive Compounder With Omnichannel Margin Upside
Walmart is rated a long-term 'Buy', supported by resilient cash flows, omnichannel execution, and defensive market positioning. Leadership transition to John Furner ensures strategic continuity and re...
Qfin: When Slow Growth Meets A 0.61 P/B And A 9% Dividend Yield (Rating Upgrade)
I upgrade Qfin Holdings from Hold to Buy, targeting a 61% upside on deep undervaluation and a robust 9%+ dividend yield. QFIN trades at 0.60x price/book versus a 1.59x all-time historical average and ...
Wärtsilä Oyj Abp (WRTBY) Shareholder/Analyst Call Transcript
Wärtsilä Oyj Abp (WRTBY) Shareholder/Analyst Call Transcript
Nebius: Inflection Point
Nebius delivered record Q4'25 results, with revenues surging 547% Y/Y to $227.7M and strong EBITDA expansion. NBIS benefits from preferred Nvidia partnership status, positioning it to exploit upcoming...
Kering SA (PPRUY) Q4 2025 Earnings Call Transcript
Kering SA (PPRUY) Q4 2025 Earnings Call Transcript
8 High Yields Of Quality And Value To Buy
Rose's Income Garden portfolio features 75 dividend payers, 47+ with investment-grade S&P ratings and a 6.09% forward yield. Eight quality, high-yield stocks (4.7%-10%) are highlighted, with detailed ...
Primaris Real Estate Investment Trust (PMZ.UN:CA) Q4 2025 Earnings Call Transcript
Primaris Real Estate Investment Trust (PMZ.UN:CA) Q4 2025 Earnings Call Transcript
Koç Holding A.S. (KHOLY) Q4 2025 Earnings Call Transcript
Koç Holding A.S. (KHOLY) Q4 2025 Earnings Call Transcript
Core Natural Resources, Inc. (CNR) Q4 2025 Earnings Call Transcript
Core Natural Resources, Inc. (CNR) Q4 2025 Earnings Call Transcript
Skip Uber; Buy Lyft But Only For A Short Ride
Lyft trades at a steep discount to Uber, despite narrowing operational gaps and improving gross margins over the past decade. UBER commands a significant valuation premium due to superior EBIT margins...
JFrog Ltd. (FROG) Q4 2025 Earnings Call Transcript
JFrog Ltd. (FROG) Q4 2025 Earnings Call Transcript
FFSM: Sensible SMID Strategy, Competitive Returns, Worth Shotlisting
Fidelity Fundamental Small-Mid Cap ETF is an active, non-transparent vehicle with a strategy bringing together quantitative and fundamental methods. FFSM is beating IVV this year amid the capital rota...
CorMedix Inc. (CRMD) Analyst/Investor Day Transcript
CorMedix Inc. (CRMD) Analyst/Investor Day Transcript
UTF Vs. ASGI: Why A 6% Discount And Rate Cut Cycle Make UTF The Obvious Choice
Cohen & Steers Infrastructure Fund receives a 'Buy' rating, while abrdn Global Infrastructure Income Fund is rated 'Hold' due to valuation. UTF's 6% discount to NAV, leveraged structure, and focus on ...
CSP Inc. (CSPI) Q1 2026 Earnings Call Transcript
CSP Inc. (CSPI) Q1 2026 Earnings Call Transcript
It's been a big — but rocky — week for AI models from China. Here's what's happened
New AI models launched by China's biggest players underscore how the country's companies are keeping up with the U.S. Alibaba launched a model called RynnBrain specifically designed for "physical AI" ...
Marvell Technology Q4 2026 Preview: Cooling Growth And Guidance Makes Sense
Marvell Technology Q4 2026 Preview: Cooling Growth And Guidance Makes Sense
U.S. IPO Weekly Recap: Clear Street Postpones Its IPO, As Japan-Based Payment Firm PayPay Submits Filings
Four IPOs and nine SPACs priced this week. Four IPOs and three SPACs submitted filings. With no deals on the calendar, the IPO market is about to enter its typical February lull, when companies pause ...
Japan Tobacco Inc. (JAPAY) Q4 2025 Earnings Call Transcript
Japan Tobacco Inc. (JAPAY) Q4 2025 Earnings Call Transcript
NatWest Group plc (NWG) Q4 2025 Earnings Call Transcript
NatWest Group plc (NWG) Q4 2025 Earnings Call Transcript
10x Genomics, Inc. (TXG) Q4 2025 Earnings Call Transcript
10x Genomics, Inc. (TXG) Q4 2025 Earnings Call Transcript
Palomar Holdings, Inc. (PLMR) Q4 2025 Earnings Call Transcript
Palomar Holdings, Inc. (PLMR) Q4 2025 Earnings Call Transcript
TotalEnergies: LNG Exposure And AI Power Demand Offer Structural Growth
TotalEnergies remains a Buy, supported by robust financials, resilient free cash flow, and a ramped-up cost savings plan. TTE sustains a solid dividend yield (~5.15%) with potential for increases soon...
Enbridge CEO applauds Trump rollbacks: ‘step in the right direction'
Enbridge President and CEO Greg Ebel analyzes the Trump administration's EPA rollbacks on climate regulation, their impact on U.S. energy infrastructure and more on ‘The Claman Countdown.' #fox #media...
ARS Pharmaceuticals: Climbing Neffy Sales And Global Expansion Could Re-Rate The Stock
SPRY's main product is Neffy, which is a needle-free epinephrine spray. Its sales are ramping quickly, and Q3 2025 sales hit $31.3 million. My core thesis is that Neffy's more convenient delivery mech...
ATS Corporation: Positioned For Margin Expansion And Steady Organic Growth
ATS Corporation delivered strong Q3'26 results, with 16.7% revenue growth and a healthy $2.05 billion backlog. ATS maintains a 'buy' rating, supported by renewed margin expansion focus, disciplined ex...
Sendas Distribuidora: Deleveraging Delivered, Awaiting The Macro Turn
Assaí delivered on its deleveraging plan, achieving 2.56x net debt/EBITDA, with robust cash generation despite high nominal interest rates. ASAIY's revenue growth was pressured by deflation in core co...
Antero Midstream: Potential For $1.3 Billion In 2027 Adjusted EBITDA (Rating Downgrade)
Antero Midstream finished 2025 around the high end of expectations. Its 2026 adjusted EBITDA growth is expected to be driven by its HG Energy acquisition, followed by high-single-digit growth in 2027....
Airbnb plans to bake in AI features for search, discovery and support
Airbnb has taken its time to launch AI features within the app, but CEO Brian Chesky on Friday said the company is now planning to bake in features powered by large language models that would help use...
Procore Technologies, Inc. (PCOR) Q4 2025 Earnings Call Transcript
Procore Technologies, Inc. (PCOR) Q4 2025 Earnings Call Transcript
FCT: No Near-Term Growth Catalyst
First Trust Senior Floating Rate Income Fund II remains a hold due to limited earnings growth and unattractive price-to-NAV valuation. FCT's 11.7% yield is at risk as net investment income fails to co...
Carrier Connect Data Solutions Files Business Acquisition Report
Vancouver, British Columbia – TheNewswire - February 13 , 2026 – Carrier Connect Data Solutions Inc. (TSX.V:CCDS; OTCQB:CCDSF; WKN : A40XB1) (the “Company” or “Carrier”), a data center company on a m...
Carl Zeiss Meditec AG (CZMWY) Q1 2026 Earnings Call Transcript
Carl Zeiss Meditec AG (CZMWY) Q1 2026 Earnings Call Transcript
Upstart: A Directional Bet On Falling Rates
Upstart delivered a decent Q4, beating estimates with a record $3.2B transaction volume and 35% year-over-year revenue growth. UPST is poised to benefit from expected 2026 federal fund rate cuts, supp...
First Canadian Graphite Inc. Clarifies Closing Financing -- $2,801,874.00
Montreal, QC – TheNewswire - February 13, 2026 — First Canadian Graphite Inc. (the “Company”) (TSX-V: FCI | Frankfurt: BK2) is pleased to announce that further to its releases dated January 26, 20...
HA Sustainable Infrastructure Capital, Inc. (HASI) Q4 2025 Earnings Call Transcript
HA Sustainable Infrastructure Capital, Inc. (HASI) Q4 2025 Earnings Call Transcript
Vault Strategic Mining Corp. Announces Appointment of Yoshito Okubo to the Board of Directors
Vancouver, British Columbia - February 13, 2026 – TheNewswire - Vault Strategic Mining Corp . (TSXV:KNOX) (OTC:KNXFF) (FSE:M85) ("VAULT" or the "Company") announces it has appointed Yoshito Okubo t...
Eutelsat Communications S.A. (ETCMY) Q2 2026 Earnings Call Transcript
Eutelsat Communications S.A. (ETCMY) Q2 2026 Earnings Call Transcript
Public Storage (PSA) Q4 2025 Earnings Call Transcript
Public Storage (PSA) Q4 2025 Earnings Call Transcript
TotalEnergies SE (TTES:CA) Q4 2025 Earnings Call Transcript
TotalEnergies SE (TTES:CA) Q4 2025 Earnings Call Transcript
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN:CA) Q4 2025 Earnings Call Transcript
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN:CA) Q4 2025 Earnings Call Transcript
Electrovaya Inc. (ELVA:CA) Q1 2026 Earnings Call Transcript
Electrovaya Inc. (ELVA:CA) Q1 2026 Earnings Call Transcript
Agnico Eagle Mines Limited (AEM) Q4 2025 Earnings Call Transcript
Agnico Eagle Mines Limited (AEM) Q4 2025 Earnings Call Transcript
Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript
Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript
Ultragenyx Pharmaceutical Inc. (RARE) Q4 2025 Earnings Call Transcript
Ultragenyx Pharmaceutical Inc. (RARE) Q4 2025 Earnings Call Transcript
Chorus Aviation Inc. (CHR:CA) Q4 2025 Earnings Call Transcript
Chorus Aviation Inc. (CHR:CA) Q4 2025 Earnings Call Transcript
Credicorp Ltd. (BAP) Q4 2025 Earnings Call Transcript
Credicorp Ltd. (BAP) Q4 2025 Earnings Call Transcript
Exxon Mobil can sue California attorney general for defamation over recycling, judge rules
A federal judge on Friday rejected California Attorney General Rob Bonta's bid to dismiss Exxon Mobil's lawsuit accusing him of defamation in criticizing the oil giant's advanced plastics recycling in...
Rivian Predicts Big Jump in Sales as R2 SUV Set to Launch Soon. Its Stock Surged 27% Friday.
A solid fourth quarter and ambitious plans for 2026 sent Rivian stock soaring Friday.
Usinas Siderúrgicas de Minas Gerais S.A. (USNZY) Q4 2025 Earnings Call Transcript
Usinas Siderúrgicas de Minas Gerais S.A. (USNZY) Q4 2025 Earnings Call Transcript
Apollo Global: Overdone Credit Fears Create A Buying Opportunity (Upgrade)
Apollo Global Management is upgraded to "Buy" after a 20% share price decline, despite robust recurring revenue and strong fundraising. APO's Q4 saw record fee-related earnings, 25% AUM growth to $938...
Huhtamäki Oyj (HMKIY) Q4 2025 Earnings Call Transcript
Huhtamäki Oyj (HMKIY) Q4 2025 Earnings Call Transcript
Solid Biosciences Inc. (SLDB) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Solid Biosciences Inc. (SLDB) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Warner Bros Discovery sees activist Sachem Head increase stake in Q4
Warner Bros. Discovery attracted the attention of activist investor Sachem Head Capital Management in the fourth quarter when the media and entertainment giant agreed to sell its streaming and studios...
Farmer Bros. Co. (FARM) Q2 2026 Earnings Call Prepared Remarks Transcript
Farmer Bros. Co. (FARM) Q2 2026 Earnings Call Prepared Remarks Transcript
Sanlorenzo S.p.A. (SNLRF) Q4 2025 Earnings Call Transcript
Sanlorenzo S.p.A. (SNLRF) Q4 2025 Earnings Call Transcript
GigaCloud: One Of The Main Diversification Bets From AI (Preview)
GigaCloud Technology Inc. is poised for Q4 earnings, with analysts likely underestimating both revenue and EPS potential. I expect European expansion, especially in Germany, to offset U.S. tariff expo...
Undercovered Stocks: D-Wave Quantum, JPMorgan, Aris Mining And More
The Undercovered Dozen series spotlights 12 less-covered stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Feb. 6 and Feb. 12, offering fresh i...
Fortune Brands Innovations, Inc. (FBIN) Q4 2025 Earnings Call Transcript
Fortune Brands Innovations, Inc. (FBIN) Q4 2025 Earnings Call Transcript
PT XLSMART Telecom Sejahtera Tbk (PTXKY) Q4 2025 Earnings Call Transcript
PT XLSMART Telecom Sejahtera Tbk (PTXKY) Q4 2025 Earnings Call Transcript
Altria Fits 10xEBT Rule Better Than British American Tobacco
Altria Group (MO) and British American Tobacco (BTI) both trade below 10x EBT, offering double-digit pretax yields reminiscent of Buffett's 10x Pretax Rule. Both companies are accelerating investments...
Adobe: Outstanding Business At Outstanding Price
Adobe earns a "Strong Buy" rating based on robust fundamentals, strong financials, and significant undervaluation per my 8-factor quantitative model. ADBE scores 93/100, with high profitability (30% n...
Grab Holdings: Southeast Asia's Super-App Sets Its Sights On The U.S.
Grab Holdings is upgraded to Strong Buy, driven by accelerating inflection, robust growth, and an increasingly attractive valuation. GRAB posted 19% YoY revenue growth and 54% YoY Adjusted EBITDA grow...
Lexeo Therapeutics, Inc. (LXEO) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Lexeo Therapeutics, Inc. (LXEO) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Mercer International Inc. (MERC) Q4 2025 Earnings Call Transcript
Mercer International Inc. (MERC) Q4 2025 Earnings Call Transcript
American Well Corporation (AMWL) Q4 2025 Earnings Call Transcript
American Well Corporation (AMWL) Q4 2025 Earnings Call Transcript
Atomera Incorporated (ATOM) Q4 2025 Earnings Call Transcript
Atomera Incorporated (ATOM) Q4 2025 Earnings Call Transcript
Amazon's stock just clinched its worst losing streak in nearly two decades. It's giving investors AWS déjà vu.
As shares of Amazon deepen into a bear market, investors are once again weighing if the company's spending plans will pay off.
Airbnb says a third of its customer support is now handled by AI in the U.S. and Canada
Airbnb says its custom-built AI agent is now handling roughly a third of its customer support issues in North America, and it's preparing to roll out the feature globally. If successful, the company b...
Paramount taps ex-Trump official as public policy VP amid Warner Bros bid
Paramount Skydance has named Rene Augustine, a former Trump administration attorney, as its senior vice president of global public policy, according to a company memo seen by Reuters, amid an ongoing ...
9% High Yield Dividend Baby Bond From TPG Mortgage Investment Trust
TPG Mortgage Investment Trust baby bonds MITN and MITP offer similar 9.5% coupons, but MITN carries greater call risk. I favor MITP over MITN due to reduced call risk, despite nearly identical yield-t...
Gold (XAU/USD) Price Forecast: Strength Emerging Above Key Support
Gold is forming a higher swing high, supported by key moving averages and technical confluence, suggesting upside potential toward Fibonacci and ABCD pattern targets, eventually.
Meta apparently thinks we're too distracted to care about facial recognition and Ray-Bans
Meta is planning to add facial recognition to its smart glasses, The New York Times reported, citing sources familiar with the matter. Why now? Because people are distracted by bigger things going on ...
BofA CEO Brian Moynihan's pay rises to $41 million
Bank of America said on Friday it had approved $41 million for CEO Brian Moynihan's total compensation for 2025, reflecting a more than 17.1% rise from last year.
Discovery Harbour Resources Announces Agreement for Sale of Shares
Vancouver, B.C. – February 13, 2026 – TheNewswire - Discovery Harbour Resources Corp. (the " Company ") (TSXV: DHR; OTC Pink DCHRF; Frankfurt: 4GW) is pleased to announce that it has entered into an ...
Oil Companies in ‘Active' Talks Over Recouping Venezuela Losses
Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, discusses how the US has put itself in the middle of China's Venezuela oil trade. ConocoPhillips and other ener...
Akebia Therapeutics, Inc. (AKBA) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Akebia Therapeutics, Inc. (AKBA) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
BP p.l.c. (BP) Q4 2025 Earnings Call Prepared Remarks Transcript
BP p.l.c. (BP) Q4 2025 Earnings Call Prepared Remarks Transcript
Independence Realty Trust: Solid Sunbelt Multifamily Operations, Shares Fairly Valued
Independence Realty Trust is a Sun Belt-focused real estate investment trust. The REIT owns and operates well-occupied Class B apartments in high-growth submarkets. IRT released its Q4 results this we...
Lowe's cuts 600 corporate and support roles to focus on store employees
Lowe's is eliminating about 600 corporate and support roles, representing less than 1% of the retailer's total workforce, to focus on store employees, a company spokesperson told Reuters on Friday.
Moderna, Inc. (MRNA) Price Forecast: Breakout Signals New Bull Trend
MRNA is showing early signs of a new bull trend after earnings beat expectations, with technical support holding and upside targets forming above key resistance levels.
Marvell: The Market Overreaction Doesn't Quite Make Sense
Marvell Technology, Inc. remains a Buy despite recent underperformance and a 25%+ decline over the past year. The market now questions its gains from the AI boom. Marvell stock trades at a discounted ...
FedEx Shares Climb 2% Following Key Trading Signal
FedEx Corporation (NYSE:FDX) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and ret...
Barclays PLC (BCS) Q4 2025 Earnings Call Transcript
Barclays PLC (BCS) Q4 2025 Earnings Call Transcript
Sabra Health Care REIT, Inc. (SBRA) Q4 2025 Earnings Call Transcript
Sabra Health Care REIT, Inc. (SBRA) Q4 2025 Earnings Call Transcript
Vale S.A. (VALE) Q4 2025 Earnings Call Transcript
Vale S.A. (VALE) Q4 2025 Earnings Call Transcript
The Williams Companies, Inc. (WMB) Analyst/Investor Day Transcript
The Williams Companies, Inc. (WMB) Analyst/Investor Day Transcript
Olema Pharmaceuticals, Inc. (OLMA) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Olema Pharmaceuticals, Inc. (OLMA) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Onconetix, Inc. (ONCO) M&A Call Transcript
Onconetix, Inc. (ONCO) M&A Call Transcript
IBM to Triple Entry-Level Hiring as AI Rewrites Junior Roles
IBM said it will triple entry-level hiring in the United States in 2026, even as artificial intelligence reshapes the tasks traditionally assigned to new graduates, according to Bloomberg News.
BATT Charges Ahead as Storage Steals the Spotlight
As of Friday, February 13, the Amplify Lithium & Battery Technology ETF (BATT) has jumped 14.5% year-to-date, according to YCharts. It holds a slight edge over the Global X Lithium & Battery Tech ETF ...
L'Oréal S.A. (LOR:CA) Q4 2025 Earnings Call Transcript
L'Oréal S.A. (LOR:CA) Q4 2025 Earnings Call Transcript
Grupo Cibest: A Good Diversification Play In The Global Banking Sector
Grupo Cibest S.A. stands out as a leading Colombian banking group, combining strong growth prospects, high profitability, and attractive valuation versus Latam peers. CIB benefits from a flexible hold...
BorgWarner Adds Data Center Power To Its Flexible Growth Strategy
BorgWarner surged on a data center power partnership that leverages core electrification technologies into a high-potential new market. Q4 results beat expectations, with strong margin performance and...
JEPI: Improving Economic Conditions Should Uniquely Benefit This Fund
JPMorgan Equity Premium Income ETF is upgraded from Sell to Hold, reflecting an improved economic outlook and a more favorable environment for its options-based strategy. JEPI targets 7-9% annual inco...
Johnson & Johnson found liable for cancer in latest talc trial, ordered to pay $250K
The plaintiff used J&J's baby powder from 1969 until 2017. She sued in 2019 and died six months later at the age of 68.
Celcuity Inc. (CELC) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Celcuity Inc. (CELC) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript
Wendy's to shutter hundreds of US restaurants — these locations are already closed
The company said it plans to shut down roughly 5% to 6% of its US restaurants in the first half of 2026 -- or about 240 to 360 locations.
MRNA Starts 2026 Volatile: Examining Rally & Pullback, Outsized Options
Moderna (MRNA) experienced a wild start to 2026, with shares nearly doubling before pulling back 20% from the recent 52-week high. Rick Ducat dives into technical trends to watch and the various suppo...
Exelon: Not Just A Bet On AI Data Center Tailwinds, But On Electrification Overall
Exelon Corporation delivered strong Q4 and full-year results, with adjusted EPS of $0.59 beating estimates and full-year EPS rising to $2.77. EXC is capitalizing on AI data center demand, planning $41...