Market News
Latest news from Stock markets.
Super Micro Computer: The Less Discussed FQ2 Accounting Items (Rating Upgrade)
Super Micro Computer: The Less Discussed FQ2 Accounting Items (Rating Upgrade)
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Nvidia Shareholders Received Amazing News From Meta Platforms
In today's video, I discuss recent updates affecting Nvidia (NVDA +0.94%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
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From Bitcoin To AI: IREN's GW-Scale Platform Is Built For Hyperscalers
IREN is rapidly transforming from bitcoin mining to AI and HPC data center infrastructure, leveraging its energy assets for higher-margin growth. AI services revenue at IREN surged 137% quarter-over-quarter to $17.3 million, with gross margins of 86%, while bitcoin revenue and margins declined. IREN projects $3.4 billion in ARR for 2026, with $2.3 billion already under contract, anchored by a major Microsoft deal used as financing collateral.
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Why Ardelyx's Offensive Strategy Doesn't Move The Needle
Why Ardelyx's Offensive Strategy Doesn't Move The Needle
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Famed "Big Short" Investor Michael Burry Made a Dire Prediction About Palantir Stock. I Think He's Dead Wrong
Burry suggests Palantir stock could plunge 65% from its current level. The company's results tell a different story.
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Edison International: The Easy Money Has Been Made
Edison International: The Easy Money Has Been Made
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GitLab: The Valuation Lags Well Behind The Fundamentals
GitLab is transitioning from hypergrowth to disciplined scaling, with fundamentals outpacing its current valuation after a 60% stock decline. GTLB's platform consolidation pitch is resonating: 13% of 10,000+ customers pay $100,000+ annually, and DBNRR remains robust at 119%. Revenue growth exceeds 25%, margins are expanding, and free cash flow is positive, yet the market is not rewarding these improvements.
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Air France-KLM: 2.5x EV/Ebitda Looks Cheap, But Risks Remain (Rating Upgrade)
Air France-KLM: 2.5x EV/Ebitda Looks Cheap, But Risks Remain (Rating Upgrade)
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Tech giants commit billions to Indian AI as New Delhi pushes for superpower status
The India AI Impact Summit is a major tech event in the country and drew a host of prominent tech and world leaders to New Delhi. U.S. tech companies made moves to deepen ties with India's tech ecosystem.
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SentinelOne's CEO Sold Over 39,000 Shares. Is the Stock a Buy or Sell?
CEO Tomer Weingarten sold 39,472 shares for approximately $532,000 on Feb. 11, 2026, at a weighted average price of around $13.48 per share. The transaction represented 3.52% of Mr.
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Alphabet Printed The Best Hyperscaler Quarter, And The Market Still Found A Reason To Sell
In my view, Alphabet delivered the best hyperscaler results in Q4, with Google Cloud revenue up 48% yoy and operating margin expanding to 30.1%. Notably, Alphabet was the only hyperscaler showing both cloud margin expansion vs. the same quarter last year, driven by in-house TPUs, notably the 7th Gen Ironwood. The near-term overhang is CapEx. Alphabet guided $175–$185B in 2026 (vs. $91.4B in 2025), above the $115B consensus, and with the Street's FCF models showing only $24B this year.
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1 Company Set to Make a Fortune from the $650 Billion Data Center Buildout
Taiwan Semiconductor is the world's leading chip foundry. Several major tech players use Taiwan Semiconductor's services.
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McDonald's $120B Real Estate Portfolio Paves the Way to Its 50th Consecutive Dividend Hike
The company serves as the landlord for its global network by owning the physical assets for most locations. Rental income from franchisees provides a stable, recurring source of high-margin revenue.
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As Sentiment Softens, OneSpan's Cash Flow And Dividends Stand Out
As Sentiment Softens, OneSpan's Cash Flow And Dividends Stand Out
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Nvidia Stock Is Interesting, But Here's What I'd Buy Instead
Nvidia is well positioned to continue to benefit from the AI infrastructure boom. However, Broadcom has the potential to see even more explosive growth.
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Oil News: Crude Oil Edges Higher with Oil Demand and Iran Tensions Back in Play
WTI holds a key pivot while Iran tensions, shrinking U.S. inventories, and OPEC production plans drive crude oil sentiment and trader positioning.
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Pentair plc (PNR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Pentair plc (PNR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
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Here's Why Tesla Is Discontinuing the Model S and Model X
Tesla is shifting its focus toward autonomous driving in line with its long-term aims. Losing the Model S and Model X won't materially impact sales.
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1 Genius Stock Up Nearly 27,000% in the Past Decade to Buy Now
Nvidia is capitalizing on massive amounts of AI infrastructure spending. The stock looks fairly priced considering the company's expected revenue and earnings growth.
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W. P. Carey: 138% Coverage, 5% Yield, Strong Income Value
W. P. Carey: 138% Coverage, 5% Yield, Strong Income Value
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MFA Financial: A Look At Their Latest Results And Impact On Baby Bonds
MFA Financial delivered a robust Q4 2025, beating revenue estimates and maintaining stable book value amid rate volatility. MFA's portfolio is weighted toward Non-QM loans (43%) and Agency MBS (27%), with recent asset additions at attractive 8% average coupons. Management continues to issue preferred shares to repurchase discounted common stock, supporting book value accretion and total return.
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2 Stocks Under $30 to Buy in 2026
Buying stocks that are under $30 per share can lead to significant growth if you make the right picks. Cipher Mining is at the forefront of the energy bottleneck that has plagued many tech giants.
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Cameco Stock Down to Below $120 -- Is Now the Time to Buy?
Canadian company Cameco is one of the world's largest uranium miners with some of the best assets in the world. Its joint ownership of Westinghouse allows it to profit from almost the entire nuclear fuel cycle.
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Microsoft And Meta Earnings Review And Outlook
The scale of Microsoft's AI-related capex has increased to a projected $106.9 billion for FY 2026. Microsoft posted revenue of $81.3 billion in Q2, up 16.7% year-on-year, slowing slightly from 18.4% growth in Q1 but still ahead of consensus expectations of $80.3 billion. Meta delivered strong Q4 2025 earnings, with results coming in ahead of Visible Alpha consensus expectations across revenue, profitability, and earnings per share.
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Donegal Group Inc. (DGICA) Q4 2025 Earnings Call Prepared Remarks Transcript
Donegal Group Inc. (DGICA) Q4 2025 Earnings Call Prepared Remarks Transcript
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Got $5,000? Here Are 5 Must-Buy Artificial Intelligence (AI) Stocks Right Now.
Nvidia, Broadcom, and Taiwan Semiconductor are well positioned to cash in on the AI spending spree. Microsoft hasn't been this cheap in a long time.
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Trend Micro Incorporated (TMICY) Q4 2025 Earnings Call Transcript
Trend Micro Incorporated (TMICY) Q4 2025 Earnings Call Transcript
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Bridgestone Corporation (BRDCY) Q4 2025 Earnings Call Transcript
Bridgestone Corporation (BRDCY) Q4 2025 Earnings Call Transcript
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2 Monster Stocks to Hold for the Next 5 Years
Applied Digital can help you profit off the growing demand for AI data centers. Reddit's authentic human discussions sets it apart amid the spread of AI-generated content.
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Houston, We Have A Winner In CenterPoint Energy
Houston, We Have A Winner In CenterPoint Energy
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EDR Investors Have Opportunity to Lead Endeavor Group Holdings, Inc. Securities Fraud Lawsuit
NEW YORK, Feb. 20, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds sellers of Endeavor Group Holdings, Inc. (NYSE: EDR) Class A common stock between January 15, 2025 and March 24, 2025, both dates inclusive (the "Class Period"), of the important March 18, 2026 lead plaintiff deadline. So what: If you sold Endeavor Class A common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
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Pfizer: A Risky 6.3% Yield For Income-Oriented Investors
Pfizer offers a 6.3% yield, but its high dividend reflects weak growth prospects and looming patent cliffs. PFE's dividend is currently covered by cash flow, but payout ratios are stretched, and sustainability is questionable beyond 2027 without new revenue streams. Recent acquisitions, notably Metsera, increase leverage and are dilutive near-term but aim to offset $17–18B annual patent expirations by 2028.
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SMAR Deadline: SMAR Investors with Losses in Excess of $100K Have Opportunity to Lead Smartsheet Inc. Securities Lawsuit
NEW YORK, Feb. 20, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds all former stockholders of Smartsheet Inc. (NYSE: SMAR) in connection with the January 2025 sale (the "Merger" or "Buyout") of Smartsheet to affiliates of investment funds managed by affiliates of Blackstone Inc. (collectively "Blackstone"), investment funds managed by Vista Equity Partners Management, LLC ("Vista Equity Partners" or "Vista"), and Platinum Falcon B 2018 RSC Limited, an indirect wholly owned subsidiary of the Abu Dhabi Investment Authority, which participated as an indirect minority investor in Smartsheet ("Platinum Falcon," and together with Blackstone and Vista, the "Consortium"), of the important February 24, 2026 lead plaintiff deadline. So What: If you are a former Smartsheet stockholder, you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
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Western Midstream: Still A High Yielder But No Longer A High Grower (Rating Downgrade)
Western Midstream Partners organic EBITDA and distribution growth are slowing. WES forecasts flat throughput in gas and declining volumes of crude and NGLs for 2026, but water throughput is boosted by the Aris acquisition. The 9% yield appears sustainable with about 2% growth. Faster growth would require disciplined capital allocation and accretive M&A execution.
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Klarna: Buy The Dip In Oversold Territory As Fair Financing Takes Off
Klarna has plunged to nearly 10% of its 2021 valuation, now trading at deeply oversold levels. Despite a perceived weak 2026 outlook, KLAR's minimum guidance supports a compelling valuation at just 11.3x EV/FY26 adjusted operating profits. Klarna guides to $155B+ GMV and $4.34B revenue in 2026, with adjusted operating margin above 6.9%.
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Should You Invest $1,000 in Oklo Right Now? 3 Things to Know First
Oklo stock rose 238% in 2025 due to increasing demand for its technology. The company is still pre-revenue but anticipates deploying its first reactors sometime in 2027.
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Comstock Resources: Attempting To Rebuild Production With Increased Spending
Comstock is increasing its 2026 capex budget to around $1.45 billion to help rebuild production. Despite some cash burn in 2025, its production decreased by approximately 15% year-over-year. I now project $463 million in 2026 cash burn with a 5% year-over-year production increase (although exit rate production should increase significantly more).
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Video Management Software Market Size Worth USD 42.72 Billion by 2033 | SNS Insider
Austin, Feb. 20, 2026 (GLOBE NEWSWIRE) -- The video management software market size was valued at USD 14. 02 billion in 2025 and is expected to reach USD 42. 72 billion by 2033, growing at a CAGR of 14. 94% during the forecast period of 2026-2033.
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AGILON DEADLINE: ROSEN, THE FIRST FILING FIRM, Encourages agilon health, inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - AGL
New York, New York--(Newsfile Corp. - February 20, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of agilon health, inc. (NYSE: AGL) between February 26, 2025 and August 4, 2025, both dates inclusive (the "Class Period"), of the important March 2, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
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ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages uniQure N.V. Investors to Secure Counsel Before Important Deadline in Securities Class Action - QURE
New York, New York--(Newsfile Corp. - February 20, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of ordinary shares of uniQure N.V. (NASDAQ: QURE) between September 24, 2025 and October 31, 2025, inclusive (the "Class Period"), of the important April 13, 2026 lead plaintiff deadline.
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FDLO: A Short-Term Harbor, Yet Beware Of Long-Term Underperformance
Fidelity Low Volatility Factor ETF is a passively managed ETF currently offering exposure to 126 common stocks with a weighted average 24-month beta of 0.78. FDLO is beating IVV in 2026 amid the capital rotation yet lagging low volatility-focused vehicles like SPLV and LGLV. The issue is that FDLO has more in common with IVV than with SPLV, including exposure to the trillion-dollar league.
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Why Anthropic's New AI Tool Claude Code Security Is Rattling Cybersecurity Stocks
On Friday, Anthropic unveiled Claude Code Security, a new AI‑driven tool designed to autonomously hunt down software vulnerabilities and propose fixes.
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Coupang: Data Breach Costs Two Years
Coupang: Data Breach Costs Two Years
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Should You Buy Nvidia Stock Before Earnings?
Tech stocks, including Nvidia, are undergoing turmoil as Wall Street reevaluates artificial intelligence. Nvidia continues to impress, as its fiscal fourth quarter forecast for substantial sales of $65 billion illustrates.
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ROSEN, A TOP RANKED LAW FIRM, Encourages Ultragenyx Pharmaceutical Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - RARE
New York, New York--(Newsfile Corp. - February 20, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) between August 3, 2023 and December 26, 2025, inclusive (the "Class Period"), of the important April 6, 2026 lead plaintiff deadline. SO WHAT: If you purchased Ultragenyx common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
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‘The Jay Walker Podcast’ to premiere Globally on Tubi this summer
NEW YORK, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Jay Walker, podcast host, and Tubi announced today a landmark distribution agreement to bring The Jay Walker Podcast to Tubi, the world's largest ad-supported streaming service. Tubi is licensing the podcast for WoahRae.
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ROSEN, NATIONAL INVESTOR COUNSEL, Encourages REGENXBIO, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - RGNX
New York, New York--(Newsfile Corp. - February 20, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of REGENXBIO, Inc. (NASDAQ: RGNX) between February 9, 2022 and January 27, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed.
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Phoenix Education Partners, Inc. Announcement: If You Have Suffered Losses in Phoenix Education Partners, Inc., You Are Encouraged to Contact The Rosen Law Firm About Your Rights
NEW YORK, Feb. 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. (NYSE: PXED) resulting from allegations that Phoenix Education may have issued materially misleading business information to the investing public.
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First Solar: Buy The Dip, Heavy Growth, Strong Demand, Strategic Moves
First Solar is a global leader in thin-film solar modules, holding nearly 50% market share and strong positioning in a growing sector. FSLR's EPS has grown at a 44.2% CAGR over five years, with record sales and a robust $16.4 billion contracted backlog through 2030. Margins are sector-leading, net income margin at 27.7%, and free cash flow has surged, supported by vertical integration and manufacturing expansion.
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Silvercorp Metals: What Silver Price Is Embedded In Today's $2.43B Valuation?
Silvercorp Metals: What Silver Price Is Embedded In Today's $2.43B Valuation?
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PFSI Investor News: If You Have Suffered Losses in PennyMac Financial Services, Inc. (NYSE: PFSI), You Are Encouraged to Contact The Rosen Law Firm About Your Rights
NEW YORK, Feb. 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of PennyMac Financial Services, Inc. (NYSE: PFSI) resulting from allegations that PennyMac may have issued materially misleading business information to the investing public.
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