Stock Market & Financial News
Abercrombie & Fitch (ANF) Suffers a Larger Drop Than the General Market: Key Insights
Abercrombie & Fitch (ANF) closed at $92.61 in the latest trading session, marking a -3.94% move from the prior day.
Micron (MU) Suffers a Larger Drop Than the General Market: Key Insights
Micron (MU) concluded the recent trading session at $420.97, signifying a -1.68% move from its prior day's close.
Ultra Clean Holdings, Inc. (UCTT) Q4 2025 Earnings Call Transcript
Ultra Clean Holdings, Inc. (UCTT) Q4 2025 Earnings Call Transcript
IAI: AI May Be Coming After Broker-Dealers (Rating Downgrade)
I downgrade the iShares US Broker-Dealers & Securities Exch ETF to hold amid softening momentum and rising downside risk. IAI's P/E has improved to 19.3x, but the PEG remains above 1.5x, keeping valuation out of deep value territory. The fund is highly concentrated, with 74% in its top 10 holdings and 32% in Capital Markets stocks.
Dominion Energy (D) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Dominion Energy (D) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Newmont: It's Not Too Late To Buy Cheap
Newmont is one of the few names in the gold sector in which I have the highest conviction. While the company is undergoing a strategic transformation that involves a temporary dip in gold production volumes, I still expect revenue to grow by 18% in 2026. My gold price forecast targets $6,000 per ounce by mid-2026, which will significantly bolster the company's financial performance.
3 Major Buybacks Just Dropped—Here's the Signal Investors See
Several major companies just expanded their share repurchase authorizations, giving them fresh capacity to retire stock in 2026. In a market where buybacks matter more than ever for per-share results, that kind of firepower can provide a meaningful tailwind—especially when growth is uneven, and investors are scrutinizing capital allocation.
IDEAYA Biosciences, Inc. (IDYA) Discusses Pipeline Progress and Upcoming Data Readout in Uveal Melanoma and ADC Programs Transcript
IDEAYA Biosciences, Inc. (IDYA) Discusses Pipeline Progress and Upcoming Data Readout in Uveal Melanoma and ADC Programs Transcript
PGG Wrightson Limited (PGWFF) Q2 2026 Earnings Call Transcript
PGG Wrightson Limited (PGWFF) Q2 2026 Earnings Call Transcript
PayPal's Growth Story Is Dead: Here Is My 2026 Reality Check (Downgrade)
PayPal faces a broken growth story, CEO turnover, and reset guidance, yet trades at an undemanding 8x forward earnings. Despite weak branded checkout volumes and withdrawn long-term targets, PYPL maintains a net cash balance sheet and robust GAAP margins. Management expects transaction margin and non-GAAP EPS declines in 2025, but aggressive share repurchases and unbranded business recovery offer some stability.
Offerpad Solutions Inc. (OPAD) Q4 2025 Earnings Call Transcript
Offerpad Solutions Inc. (OPAD) Q4 2025 Earnings Call Transcript
Johnson Controls International: Demand Strength Sustains Earnings Momentum
Johnson Controls International maintains strong momentum with Q1 results exceeding both consensus and management forecasts, driven by robust demand across all regions. JCI's order growth surged 39% YoY, backlog hit a record $18.2 billion, and management upgraded full-year adjusted EPS guidance to $4.70, reflecting confidence in sustained demand. My DCF model supports a Buy rating with a $158 target price, implying an 11% upside; valuation premium is justified by growth outlook and operational execution.
Uber's latest effort to become a super app is all about parking
After expanding into areas like food delivery and freight, ride-share platform Uber, in its quest to be more things to more people, is now looking to solve one of the biggest nuisances of urban living — finding a parking spot.
Silvercorp Metals: 8x Forward Earnings For A Company That Could Potentially Triple Revenue
Silvercorp Metals offers the lowest-cost primary silver production globally, with a robust balance sheet and significant growth pipeline beyond China. SVM's international expansion into Ecuador and Kyrgyzstan could triple revenue within five years, driving forward P/E down to 6x by FY2028. Recent Q3 results set company records: revenue up 51% to $126.1M, adjusted net income $47.9M, and AISC of $12.86/oz against realized silver prices near $49/oz.
Nvidia Q4 Preview: Private Credit Problems
Nvidia Corporation remains a Strong Sell due to deteriorating data center financing and shifting AI infrastructure needs. Private credit funding for data center GPU clusters is potentially drying up, with major projects unable to secure financing or facing long power grid delays. AI inference workloads are shifting demand toward CPUs, undermining NVDA's GPU-centric growth thesis and exposing the company to structural risk.
Weekly Economic Snapshot: Inflation Heat Meets a Cooling Economy
The U.S. economy sent conflicting signals last week as a sharp deceleration in growth collided with unexpectedly stubborn inflation. While the S&P 500 managed to break its recent losing streak, the Federal Reserve's primary inflation gauge hit its highest level since early 2024, complicating the outlook for potential interest rate cuts later this year.
World Markets Watchlist: February 23, 2026
Our global markets watchlist tracks nine prominent indexes from economies around the world.
Reiterating My Buy Rating On Toast: In A 'SaaSpocalypse' It's A Winner
A solid Q4 and FYE 2025. EPS in the Q beat by $0.04, and revenue was in line. FYE showed +24% revenue growth, EPS of $0.56 vs. $0.03 (2024). Even with rapid top-line growth, TOST has consistently grown margins: gross margins are up 190 bp Y/Y, and operating margins are up over 400 bp Y/Y. TOST BOD's added $500 million to its share repurchase program as FCF/share almost doubled from $0.52/sh (2024) to $1.00/sh (2025).
Prologis Gives You Income, Growth, And Dividend Growth
Prologis remains a solid long-term 'Buy' due to its global logistics portfolio, durable moat, and pricing power. PLD benefits from high occupancy, robust tenant retention, and embedded rent growth, with an 18% mark-to-market opportunity. Expansion into data centers and energy infrastructure adds incremental growth drivers, supported by a strong balance sheet and A/A2 credit ratings.
Here's Why Nvidia's Earnings Could Move Your Portfolio Even If You Don't Hold the Stock
A lot is riding on this week's earnings report from Nvidia.
CarGurus: An Interesting Setup
CarGurus, Inc. offers a compelling value-growth setup, leveraging AI-driven innovation and a leaner, data-focused marketplace model. CARG delivered 14% revenue growth to $907M and 25% adjusted EBITDA growth in 2025, with international revenue up 27% and record dealer retention. Shareholder returns remain robust, with $350M in buybacks during 2025 and a new $250M repurchase program authorized through 2026.
Cullinan Therapeutics: Thesis Strengthening For This T-Cell Engager Specialist
Cullinan Therapeutics is rated a Buy, driven by a robust T-cell engager pipeline, savvy management, and a strong $430M+ cash position. CLN-049 (FLT3xCD3) shows ~30% CR rates in AML, with broad applicability, favorable safety, and a clear accelerated approval path via single-arm study. A clear path to market for CLN-049 and regulatory precedent set by predecessors in AML increase the attractiveness of this setup, along with long-lived IP.
Chemours: No Rush To Buy The Dip Given Non-AI Pressures (Downgrade)
Chemours Company is downgraded to "Hold" after a sharp rally, with shares now fairly valued around $18. CC's TSS segment benefits from Opteon adoption and future data center demand, but other units face ongoing macro headwinds. Leverage remains elevated at 4.7x; asset sales and cash flow should reduce leverage to 4x by year-end, but further progress will be slow.
IBM's stock heads for worst month in 34 years — and Anthropic is partly to blame
International Business Machines' stock is the latest big software loser that can trace its selloff to fears over new artificial-intelligence features.
Netflix plans Trumpian charm offensive after Paramount submits bid for Warner Bros. Discovery: sources
The planned meetings, which have yet to be reported, could include a face-to-face sit-down between CEO Ted Sarandos and President Trump.
Four Strong Covered Call Equity ETFs
Covered call equity ETFs have above-average yields and benefit from rising stock prices and bull markets. There are lots of covered call ETFs in the market, with different characteristics and focusing on different markets. A quick rundown of four particularly strong ETFs in this niche follows. ETFs include two focusing on quality U.S. equities, international equities, and tech.
Creatd Completes 1:20 Reverse Stock Split as Part of Uplisting Strategy
• No financing will accompany the reverse split • Reverse split necessary to meet national exchange listing requirements • Reverse split approved by the Company's Shareholders and Board of Directors NEW YORK, NY, February 23, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – Creatd, Inc.
Gold And Silver Miners Are Printing Money
Rising gold and silver prices in 2025–2026 have driven a step-change in mining company profits and cash flow. Amplify Junior Silver Miners ETF returned 184.02% in 2025, far outpacing spot metals prices. Miners' net profit margins now rival tech giants, with cash flows accelerating—Newmont Mining's free cash flow rose 150% year-over-year.
Astellas collaborates with Vir to develop its experimental prostate cancer drug
Japan's Astellas and Vir Biotechnology said on Monday they will together develop and commercialize the U.S. drug developer's prostate cancer experimental drug.
IAI: Around Half Of Portfolio Is Countercyclical
The iShares US Broker-Dealers & Securities Exch ETF offers pro-volatility exposure, with brokerage and exchange holdings comprising the bulk of the portfolio. I view AI-related risks as overstated for IAI's core holdings; brokerage exchanges are already quite automated, and capital markets businesses remain resilient due to their human-centric nature. Asset Management and Wealth Management exposures face some risk from AI substitution and macro volatility, but these segments are a smaller part of IAI and unlikely to be fully displaced either.
