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Liberty Global Reports Loss in Q4 Despite Y/Y Revenue Growth
LBTYA swings to a $2.92B Q4 loss despite 9.6% revenue growth, as subscriber declines and JV pressures weigh on results and the 2026 outlook.
M2i Global, Volato Group and SMX launch pilot collaboration for critical minerals traceability
M2i Global Inc (OTC:MTWO) announced that it and Volato Group (NYSE:SOAR) have entered a Strategic Collaboration Agreement with SMX (NASDAQ:SMX), a company focused on supply chain traceability and integrity solutions. The agreement establishes a structured collaboration to support a pilot initiative focused on physical and digital shipment-assurance technologies, as well as digital traceability, custody, and commercialization workflows through M2i's CAINO digital backbone and Metals Marketplace.
Aftermath Silver taps DRA Global Limited to lead PFS at Berenguela project in Peru
Aftermath Silver Ltd (TSX-V:AAG, OTCQX:AAGFF, FRA:FLM1) has appointed DRA Global Limited to lead the preliminary feasibility study (PFS) for its Berenguela silver-copper-manganese project in southern Peru, marking a step forward in the project's development. The Vancouver-based company said the selection of DRA followed a comprehensive evaluation process involving several international engineering firms.
Global oil benchmark hits 6-month high amid fears of U.S.-Iran conflict
Brent crude futures, the global oil benchmark, on Thursday rose above $71 a barrel for the first time since late July, amid fears supplies could be compromised by a U.S. attack on Iran.
Global Payments: Result Reaction Underpins Low Expectations Thesis
Global Payments Inc. remains deeply undervalued, with low expectations providing significant downside protection and asymmetric upside potential post-Worldpay merger. GPN's 2025 results met or exceeded targets, notably a >100% cash conversion rate and strong merchant segment momentum. Despite a recent 15% rally, GPN stock's valuation still offers substantial upside, with confirmed buybacks and conservative assumptions.
Global Payments Q4 Earnings Meet on Merchant Solutions Strength
GPN Q4 EPS matches estimates as Merchant Solutions boosts profit, even as higher costs and a slight revenue miss temper results.
Liberty Global Ltd. (LBTYA) Q4 2025 Earnings Call Transcript
Liberty Global Ltd. (LBTYA) Q4 2025 Earnings Call Transcript
Global Payments: Deeply Undervalued With Multi-Bagger Potential
Global Payments remains a Strong Buy, driven by robust fundamentals, the completed Worldpay acquisition, and strong guidance for 2026. GPN projects 13–15% Adjusted EPS growth, a 150 bps margin improvement, and plans to return over $2 billion to shareholders, supporting a ~10% combined yield. Despite macro headwinds and competitive risks, GPN's global scale, ongoing buybacks, and international expansion underpin significant long-term value.
Build Global Value Exposure With This 2-ETF Combo
Growth stocks that propelled the market in 2025 have raised questions as to whether their current valuations align with their fundamentals. This uncertainty is helping to bring value investing back into the forefront.
S&P Global: Rattled By Irrational AI Concerns
Fears over AI's impact on software and data businesses have sent shares in S&P Global tumbling in recent weeks. Much of SPGI's data is in some way specialized or proprietary, inoculating it from cheaper AI-based alternatives. A high-margin and capital-light business, SPGI generates lots of cash for dividends, buybacks, and M&A.
Zeta Global: The Wrong SaaSpocalypse Victim
Zeta Global Holdings Corp. is a Strong Buy ahead of Q4 earnings, with shares undervalued after an unjustified selloff. ZETA's hybrid, usage-based monetization model and AI-powered platform differentiate it from traditional SaaS peers facing AI disruption risks. Management's Q4 guidance and historical dual-beat record suggest Wall Street's revenue and EPS forecasts are overly conservative.
Ralliant Corporation (RAL) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Ralliant Corporation (RAL) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
