Global Technologies Ltd. (GTLL)
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S&P Global Gears Up to Report Q4 Earnings: What's in Store?
SPGI moves ahead to report Q4 results, with revenues expected at $3.9B and EPS at $4.32, as ratings, indices and market intelligence drive growth.
Cboe Global's Q4 Earnings Beat Estimates on Higher Revenues
CBOE's fourth-quarter results reflect higher volumes across the company???s derivatives platform, solid cash and spot markets performance, offset by higher expenses.
Pricier iPhones? Global memory chip crunch puts spotlight on Apple
As the global memory chip shortage hits the smartphone market, a key question is echoing from Silicon Valley to Shenzhen: Will Apple raise prices, or sacrifice profit to gain new customers?
Carrier Global Corporation: Softer Conditions Continue To Take Their Toll
Carrier Global Corporation has delivered over 20% returns since last coverage but now trades above its updated target price. Recent results showed revenue and margin pressure, with Q4 2025 revenue down 6% YoY and missing revised guidance. Growth catalysts include data center demand and policy easing, but high residential exposure and inflation pose risks.
S&P Global: Buy The Overblown Sell-Off (Rating Upgrade)
S&P Global is upgraded to Buy after an irrational sell-off, presenting an attractive long-term entry point below $480. SPGI's Q3 FY25 results show margin expansion, a strong balance sheet, and an upward revision of full-year guidance. The Mobility segment spin-off, only 11% of business with lower margins, will sharpen SPGI's focus on higher-growth, higher-margin core segments.
Carrier Global Q4 Earnings & Revenues Miss Estimates, Stock Down
CARR reports Q4 EPS of 34 cents and $4.83B in sales, both down year over year, while shares dip 0.7% in pre-market trading.
Moody's Vs. S&P Global: AI Concerns Have Hit These Safe Havens, But One Is Better Protected
Moody's and S&P Global face sector pressure from AI-driven fears, with MCO currently favored for its cleaner outlook and regulatory moat. SPGI's upcoming Mobility Global spin-off introduces near-term uncertainty and potential valuation pressure but may enhance profitability post-transaction. AI threatens the data analytics businesses of both companies, with MCO's regulatory-embedded models offering greater resilience than SPGI's Market Intelligence.
Qualcomm's Disappointing Outlook Stokes Worries About a Global Memory Shortage. The Stock Is Tumbling
Qualcomm's stock is getting hammered amid worries about a worsening memory shortage.
Global Ship Lease: Execution Delivered, Valuation Upside Still There
Global Ship Lease (GSL) remains a high-conviction long, supported by strong execution, deleveraging, and shareholder-friendly capital returns. GSL boasts nearly $2 billion in contracted revenues, robust forward coverage into 2026–2027, and a rising dividend yield of approximately 7%. Despite exceptional performance, with leverage down to 0.5x and forward P/E at 3.3x, GSL offers compelling value.
Zeta Global Holdings: A Pullback Into A Golden Entry Point
Zeta continues to grow organically in the high-20% range, while expanding margins through multiple market cycles and acquisition integrations. Zeta's core metrics continue improving, despite macro noise, acquisition complexity, and a market that has repeatedly re-rated growth stocks. The company has executed consistently through political advertising cycles and major integrations without sacrificing growth, margins, or cash flow discipline.
Zeta Global: The Palantir Of Marketing (Upgrade)
Zeta Global Holdings Corp. is upgraded to a Buy as its valuation now appears attractive following a 40% stock decline despite 26% revenue growth. ZETA aims to be the 'Palantir of marketing,' leveraging proprietary AI and extensive data aggregation to drive customer retention and operational efficiency. Profitability remains just out of reach, but gross margins are strong at 55%, and dilution risk is moderating as the company nears breakeven.
First Eagle Global Equity ETF Q4 2025 Portfolio Review
The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding Ltd., Meta Platforms, Inc. Class A, Prosus N.V. Class N and BAE Systems plc.
