Market News - Mboum.com

Feb 28, 2026, 5:07 PM EST - 2 minutes ago

Why did Netflix back down from its deal to acquire Warner Bros.

Netflix stunned the entertainment world this week when it declined to raise its bid for Warner Bros. Discovery, setting the stage for Paramount Skydance to win ownership of the Hollywood studio.

NFLX WBD

Feb 28, 2026, 4:42 PM EST - 27 minutes ago

Berkshire Hathaway's CEO Suggests These 4 Companies Are Forever Stocks

Greg Abel identified four large Berkshire equity investments—Apple, American Express, Coca Cola and Moody's—and suggested they are forever stocks, or close to it.

NFLX WBD

Feb 28, 2026, 4:28 PM EST - 41 minutes ago

What to know about the landmark Warner Bros. Discovery sale

The streaming and entertainment industry just witnessed one of its most high-stakes megadeals ever, stunning industry observers. Not only is it historic in its size, but it is also predicted to disrup...

WBD WBD

Feb 28, 2026, 4:07 PM EST - 1 hour ago

MOBICO GROUP PLC (NXPGF) Q4 2025 Earnings Call Transcript

WBD WBD

Feb 28, 2026, 4:01 PM EST - 1 hour ago

Expect Gold, Treasuries, and Other Safe Assets to Rise After Iran Attack. Why Investors Shouldn't Panic.

Investors should assess the Middle East conflict carefully before reacting, Matt Gertken writes in a guest commentary.

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Feb 28, 2026, 3:57 PM EST - 1 hour ago

Pursuit Attractions and Hospitality, Inc. (PRSU) Q4 2025 Earnings Call Transcript

PRSU BAR DBP GLD GLDM IAU OUNZ

Feb 28, 2026, 3:17 PM EST - 1 hour ago

National Bank of Greece S.A. (NBGRY) Q4 2025 Earnings Call Transcript

PRSU BAR DBP GLD GLDM IAU OUNZ

Feb 28, 2026, 3:00 PM EST - 2 hours ago

Iran Escalation Shock Triggers Risk-Off Move To USD And Gold, Oil, Defense And Aerospace Win

Major combat operations in Iran, coordinated with Israel, are intensifying risk-off sentiment across global markets, impacting equities, crypto, energy, and logistics. Oil companies like Exxon Mobil (...

AAAU BNO DBO DGP GLD GLDM GUSH

Feb 28, 2026, 2:53 PM EST - 2 hours ago

How the attack on Iran could impact the global oil market and economy

The U.S.-Israeli attack on Iran raises the risk that the Islamic Republic could try to make the Strait of Hormuz unsafe for commercial traffic in retaliation. About a third of seaborne oil exports and...

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 2:39 PM EST - 2 hours ago

Iran conflict raises talk of a return to $100-a-barrel oil

The U.S. and Israel attacked Iran on Saturday, putting a key regional source of the world's crude oil at risk and raising talk of a return to $100-a-barrel oil prices.

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 1:58 PM EST - 3 hours ago

Berkshire CEO Abel seeks to reassure shareholders after taking baton from Buffett

Berkshire Hathaway's new Chief Executive Greg Abel moved to put his stamp on the conglomerate with his first annual letter to shareholders on Saturday, pledging to maintain its "fortress-like" balance...

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 1:47 PM EST - 3 hours ago

Leonardo S.p.a. (FINMY) Q4 2025 Earnings Call Transcript

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 1:37 PM EST - 3 hours ago

AFC Energy plc (AFGYF) Q4 2025 Earnings Call Transcript

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 1:27 PM EST - 3 hours ago

Iran May Close the Strait of Hormuz. Why Shipping Stocks Would Benefit.

The U.S-Iran conflict could cause rates to rise, but shares of Frontline, DHT Holdings, and others have already rallied.

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Feb 28, 2026, 1:16 PM EST - 3 hours ago

What Iran Attack Means For Oil

Bloomberg Economics Chief Emerging Markets Economist Ziad Daoud, PhD, talks about how energy and oil prices will be impacted by the attacks on Iran.

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 1:05 PM EST - 4 hours ago

FS KKR: 50% NAV Discount And 17% Yield - Golden Opportunity Or Value Trap?

A near 50% discount and a 17% yield look irresistible.

FSK DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 1:01 PM EST - 4 hours ago

Tech Corner: SMCI Valuation Tailwinds, Financial & Competition Headwinds

After Nvidia (NVDA) dominated attention of the AI trade this week, George Tsilis turns to a stock that has fallen under many investors' radars: Supermicro (SMCI). As George notes, the company beat its...

SMCI DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 12:57 PM EST - 4 hours ago

Sezzle Inc. (SEZL) Q4 2025 Earnings Call Transcript

SEZL DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 12:57 PM EST - 4 hours ago

Restaurant Brands International Inc. (QSR) Analyst/Investor Day Transcript

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Feb 28, 2026, 11:40 AM EST - 5 hours ago

Federal Agricultural Mortgage: Staying The Course And Adding To My (Preferred) Position

Federal Agricultural Mortgage remains a long-term buy despite weak Q4 results driven by higher loan loss provisions. AGM's net interest income grew over 10% YoY, and the loan portfolio quality remains...

AGM DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 11:30 AM EST - 5 hours ago

Warren Buffett Is ‘A Very Hard Act to Follow,' Says Berkshire's New CEO. He Wants to Make Berkshire ‘Even Stronger.

Warren Buffett's successor Greg Abel wants Berkshire Hathaway investors to know he'll be able to build on the legendary investor's legacy. But can he convince them?

AGM DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 11:30 AM EST - 5 hours ago

Nvidia: The Panic Buying Opportunity That I've Been Waiting

Nvidia is now upgraded to Strong Buy, as recent earnings and guidance demonstrate exceptional growth and profitability despite market profit-taking. NVDA posted over 70% revenue growth in Q4, guided f...

NVDA DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 11:13 AM EST - 5 hours ago

Investing In Brazil Through A Local Lens: Beyond The Bull Narrative

Brazilian equities (EWZ, FLBR) face a nuanced bull case driven by foreign capital inflows and anticipated interest rate cuts from 15% to 10.5% by 2027. Despite a 53% BRL rally in the Ibovespa, local i...

EWZ FLBR GUSH IEO OIH PXJ UCO

Feb 28, 2026, 11:11 AM EST - 5 hours ago

Warren Buffett resisted a last-gasp shopping spree in his final weeks as Berkshire Hathaway CEO

Warren Buffett held tight to the purse strings in his final quarter as Berkshire Hathaway CEO. Berkshire's cash pile grew to a record $373 billion as it sold stocks and refrained from buybacks.

EWZ FLBR GUSH IEO OIH PXJ UCO

Feb 28, 2026, 10:51 AM EST - 6 hours ago

NFTY: Comparatively Better, Structurally Weak

First Trust India NIFTY 50 Equal Weight ETF offers exposure to Indian equities via an equal-weight strategy, but faces significant currency headwinds for USD investors. The equal-weight index tracked ...

NFTY FLBR GUSH IEO OIH PXJ UCO

Feb 28, 2026, 10:43 AM EST - 6 hours ago

GCM Grosvenor: Low Carry Could Signal Latent Growth On PE Thaw

GCM Grosvenor remains attractively valued, trading at a 2.6% EV/AUM versus peers like Partners Group at 15%. Fundraising is at record levels, driven by successful cross-selling and a strong hedge fund...

GCMG FLBR GUSH IEO OIH PXJ UCO

Feb 28, 2026, 10:43 AM EST - 6 hours ago

Ventas: An Investment-Grade Senior And Outpatient Care REIT That Just Keeps Growing

Ventas (VTR) is rated a buy, supported by robust senior housing demand, portfolio growth, and recent dividend hike. VTR's global expansion, especially into Canada and the UK, enhances its competitive ...

VTR FLBR GUSH IEO OIH PXJ UCO

Feb 28, 2026, 10:37 AM EST - 6 hours ago

Ferrovial SE (FER) Q4 2025 Earnings Call Transcript

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Feb 28, 2026, 10:36 AM EST - 6 hours ago

Climb: A Structural Transformation Still Trading Like A Traditional Distributor

Climb Global Solutions has structurally repositioned itself into a high-touch, niche software distributor, delivering strong revenue and EPS growth since its 2020 pivot. CLMB focuses on selective, inn...

CLMB FLBR GUSH IEO OIH PXJ UCO

Feb 28, 2026, 10:30 AM EST - 6 hours ago

Berkshire shareholder letter: What to expect from new CEO Greg Abel.

New Berkshire Hathaway CEO Greg Abel to deliver first shareholder letter since Warren Buffett's retirement. Here's why this analyst thinks Greg Abel won't have as much rein as Buffett.

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Feb 28, 2026, 10:30 AM EST - 6 hours ago

Fickle Sentiment, High Yields: Why We Are Buying The BDC Panic

First, it was "First Brands" risk; now it's "AI software" risk. Market narratives shift monthly, but the cash keeps flowing. Ares Capital quality: Non-accruals remain low at 1.2% of fair value, and th...

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Feb 28, 2026, 10:25 AM EST - 6 hours ago

Software Stocks Crumble (And These 3 Dividends Are Here For It)

There's one critical takeaway for us as AI flits through the market, whacking sector after sector as it does: Actively managed funds—closed-end funds (CEFs), in particular—are the best way to play it.

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Feb 28, 2026, 10:24 AM EST - 6 hours ago

This could be Nvidia's next big move, with the stock in search of a positive catalyst

The Wall Street Journal reported late on Friday that the company is soon planning to debut an inference-oriented chip platform that brings in technology designs from Groq, the startup that Nvidia NVDA...

NVDA BSTZ STK IEO OIH PXJ UCO

Feb 28, 2026, 10:13 AM EST - 6 hours ago

Block Eliminates Bloat To Deliver Ambitious 2028 Target - Wait For Correction

Block's drastic 40% headcount cut is expected to drive higher revenue per employee, with the leaner operations also implying their improved operating efficiency. Combined with the FQ4'25 outperformanc...

XYZ BSTZ STK IEO OIH PXJ UCO

Feb 28, 2026, 10:02 AM EST - 7 hours ago

Berkshire Hathaway shrinks cash pile in Buffett's last act as CEO. Here's how successor Greg Abel is now looking to spend.

Company's cash hoard at end of 2025 — which Abel noted was not a sign of an investment retreat — was down 2.1% from September to $373.3 billion.

XYZ BSTZ STK IEO OIH PXJ UCO

Feb 28, 2026, 10:01 AM EST - 7 hours ago

Greg Abel hails Warren Buffett as a 'very hard act to follow' in his first letter as Berkshire Hathaway CEO

Greg Abel paid homage to Warren Buffett in his first shareholder letter as Berkshire Hathaway CEO. Abel pledged to abide by core Buffett values such as capital discipline and integrity.

XYZ BSTZ STK IEO OIH PXJ UCO

Feb 28, 2026, 10:00 AM EST - 7 hours ago

High-Yield Cannabis REITs to Watch in March 2026

The cannabis sector continues to evolve in early 2026. However, volatility remains a defining feature. Multi-state operators still face pricing pressure. At the same time, capital remains tight across...

IIPR REFI STK IEO OIH PXJ UCO

Feb 28, 2026, 9:55 AM EST - 7 hours ago

6 High-Yield Energy Stocks Paying Up To 14.8%

“Time out.” I yelled it with a hint of disgust.

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Feb 28, 2026, 9:47 AM EST - 7 hours ago

Emergent BioSolutions Earnings: Revenue, Margins, And GAAP Losses Paint A Mixed Picture

Emergent BioSolutions faces a sharp reset in 2026 guidance, with revenue projected at $720–$760 million, well below prior expectations. 2025 profitability was buoyed by favorable mix, cost controls, a...

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Feb 28, 2026, 9:37 AM EST - 7 hours ago

Miami International Holdings, Inc. (MIAX) Q4 2025 Earnings Call Transcript

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Feb 28, 2026, 9:32 AM EST - 7 hours ago

Xiaomi launches flagship smartphone as memory price surge threatens sales

The Xiaomi 17 and 17 Ultra represent the Chinese technology giant's top tier devices aimed at challenging the likes of Samsung and Apple in the high-end segment of the market. The Xiaomi 17 starts at ...

MIAX ET KRP MNR MPLX NAT UCO

Feb 28, 2026, 9:30 AM EST - 7 hours ago

GigaCloud Proves The Bears Wrong - Compelling Risk/Reward After A Dip (Upgrade)

GigaCloud proves the bears wrong by reporting a resilient double-digit growth profile in the EU, with it mitigating the softer demand profile and tariff risks in the US. The same has been observed in ...

GCT ET KRP MNR MPLX NAT UCO

Feb 28, 2026, 9:30 AM EST - 7 hours ago

AI Bottlenecks Addressed in NVDA Earnings and Ways for Tech to Navigate

Nvidia (NVDA) "owns" the AI trade as it transitions from training to inference, says David Fetherstonhaugh. The company's earnings on Wednesday demonstrated strong de-risking in AI demand, though Davi...

NVDA ET KRP MNR MPLX NAT UCO

Feb 28, 2026, 9:30 AM EST - 7 hours ago

Berkshire CEO Greg Abel vows to keep Buffett's culture of disciplined investing in first annual letter

Berkshire Hathaway's Greg Abel released his first annual shareholder letter as chief executive.

NVDA ET KRP MNR MPLX NAT UCO

Feb 28, 2026, 9:21 AM EST - 7 hours ago

Energy Fuels: Big Gains But Stretched Valuations

Energy Fuels Inc. has surged nearly 400% since last April, outperforming uranium and rare earth peers. Despite continued positives for it, however, its stretched valuations diminish the stock's attrac...

UUUU ET KRP MNR MPLX NAT UCO

Feb 28, 2026, 9:18 AM EST - 7 hours ago

Verisk Analytics Offers An Opportunity Amid Current Challenges

Verisk Analytics remains a buy with a $257.44 one-year price target, reflecting a 27.1% upside from current levels. VRSK's recent slump aligns with an industry-wide downturn, not company-specific issu...

VRSK ET KRP MNR MPLX NAT UCO

Feb 28, 2026, 9:17 AM EST - 7 hours ago

Strike Energy Limited (STKKF) Q2 2026 Earnings Call Transcript

VRSK ET KRP MNR MPLX NAT UCO

Feb 28, 2026, 9:15 AM EST - 7 hours ago

2 BDCs To Buy For Stress-Free Retirement Cash Flow

The business development company, or BDC, sector faces aggressive bearish sentiment, with the market pricing in severe SaaS credit risks. Currently, we are definitely in a cyclical low, which could be...

BIZD BXSL CSWC MAIN OBDC OWL SPY

Feb 28, 2026, 9:15 AM EST - 7 hours ago

BeOne Medicines: Guidance Weighs But Multiple Catalysts In 2026

BeOne Medicines remains a strong buy despite a modest 2026 guidance miss, with a $410/share 12-month price target. Brukinsa's 49% YoY growth to $3.93B in 2025 and best-in-class CLL data underpin ONC's...

ONC BXSL CSWC MAIN OBDC OWL SPY

Feb 28, 2026, 9:00 AM EST - 8 hours ago

SPYD Just Did The Unthinkable: Matching SPY In A Growth Market

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has outperformed SPY since June last year, challenging assumptions about yield-focused strategies. SPYD's equal weighting, sector diversification, and i...

SPYD BXSL CSWC MAIN OBDC OWL SPY

Feb 28, 2026, 8:58 AM EST - 8 hours ago

Acadia Pharmaceuticals: Undervalued Despite Robust Revenues From Approved Drugs, With Pipeline Kicker

Acadia Pharmaceuticals' two approved drugs, NUPLAZID and DAYBUE, are guided to continue their strong growth trajectories. These two drugs alone support a "buy" thesis for Acadia. Learning from previou...

ACAD BXSL CSWC MAIN OBDC OWL SPY

Feb 28, 2026, 8:58 AM EST - 8 hours ago

Airbus Needs Production Stability After A Soft Delivery Start

Airbus has faced challenges meeting ambitious delivery targets, with 2026 guidance seen as underwhelming. January orders were strong at 49 jets, dominated by single-aisle models, but delivery volume d...

ACAD BXSL CSWC MAIN OBDC OWL SPY

Feb 28, 2026, 8:57 AM EST - 8 hours ago

Goldman Sachs' Physical Gold ETF Offers Advantages

With the Supreme Court overturning the current administration's tariffs and the subsequent hasty implementation of a different set of tariffs, uncertainty has boosted the appeal of gold. This week, si...

AAAU BXSL CSWC MAIN OBDC OWL SPY

Feb 28, 2026, 8:53 AM EST - 8 hours ago

What Defense Stocks Stand to Gain--and Lose--From the US Attacks on Iran

The U.S. attack on Iran will have implications for defense and energy stocks.

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Feb 28, 2026, 8:46 AM EST - 8 hours ago

DiamondRock Hospitality Company: Set To Shine

DiamondRock Hospitality offers a compelling investment with a strong, flexible balance sheet and consistent dividend growth, currently rated as a 'Buy.' DRH's diversified, predominantly third-party ma...

DRH LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:44 AM EST - 8 hours ago

Berkshire Hathaway Earnings Slip on Decline in Insurance Results

The December quarter marked Warren Buffett's last as CEO, a role now occupied by longtime deputy Greg Abel.

DRH LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:31 AM EST - 8 hours ago

Berkshire Hathaway operating earnings fell nearly 30% in Warren Buffett's final quarter as CEO

Earnings from operations totaled $10.2 billion in Q4. That's down more than 29% from $14.56 billion in the year-earlier period.

DRH LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:30 AM EST - 8 hours ago

Berkshire Hathaway profit falls on writedowns, lower insurance income

Berkshire Hathaway on Saturday said operating profit fell in the fourth quarter, as it wrote down investments in Kraft Heinz and Occidental Petroleum while income from its insurance businesses decline...

DRH LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:30 AM EST - 8 hours ago

SPYI Continues To Deliver Double Digit Yields With Capital Appreciation

NEOS S&P 500 High Income ETF offers a compelling blend of high monthly income and potential equity appreciation, outperforming risk-free assets as yields decline. SPYI has delivered 42 consecutive mon...

SPYI LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:25 AM EST - 8 hours ago

Amphastar: Higher Costs, Lower Growth, And A 'Value Trap' Label

Amphastar Pharmaceuticals remains a 'Hold' as growth and margin headwinds persist amid its transition from generics to a proprietary pipeline. AMPH's legacy generics are declining, branded products fa...

AMPH LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:17 AM EST - 8 hours ago

QQQI: Buying The Nasdaq-100, But More Cautiously

QQQI is a NEOS fund offering a 14.30% dividend yield, designed to capture Nasdaq-100 upside while providing downside protection through option premium offsets. This article analyzes the AI stress test...

QQQI LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:15 AM EST - 8 hours ago

Autodesk: With Refocus On Sales Optimization, Clouds Are Lifting (Rating Upgrade)

Autodesk delivered strong Q4 billings and a robust FY27 outlook, defying broader SaaS pessimism and prompting a post-earnings share price jump. ADSK's CAD software is seen as highly AI-resistant, with...

ADSK LMT NOC RTX ITA OWL SPY

Feb 28, 2026, 8:15 AM EST - 8 hours ago

Buy The Dip? Assessing Top-Tier BDCs Amid The SaaSpocalypse

Market sentiment appears overly defensive in certain areas, suggesting potential mispricing in risk assets. The analysis highlights top-tier BDCs, focusing on dividend yields, price/NAV, leverage, and...

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Feb 28, 2026, 8:10 AM EST - 8 hours ago

10 Best CEFs This Month: Average Yield Of 9.7% (February 2026)

The article presents a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 9.7% yield and -10% NAV discount. Selections emphasize sector diversifica...

AIO AMGN CVX EIC EOD EOS GAM

Feb 28, 2026, 8:00 AM EST - 9 hours ago

How the 'K-shaped' economy is showing up at two big U.S. gyms

Life Time and Planet Fitness both reported strong growth, but their results highlighted a widening divide in consumer spending habits. Life Time's revenue jumped 12% as higher-income members paid high...

LTH PLNT CVX EIC EOD EOS GAM

Feb 28, 2026, 8:00 AM EST - 9 hours ago

Google wants Intrinsic to be 'Android of robotics' as it pushes into physical AI

In folding its Intrinsic project into the main company this week and out of "Other Bets," Google is aiming to mimic its Android strategy for robots. "We're trying to make it accessible for anyone," In...

GOOG GOOGL CVX EIC EOD EOS GAM

Feb 28, 2026, 8:00 AM EST - 9 hours ago

Growth Slows As Margin-Focused Sunrun Falls Short Of Operating Break-Even

Sunrun remains a sell, as persistent reliance on non-controlling interests and mounting debt overshadow recent margin improvements. RUN's operating losses are shrinking, but growth is slowing sharply,...

RUN GOOGL CVX EIC EOD EOS GAM

Feb 28, 2026, 8:00 AM EST - 9 hours ago

Marsh & McLennan Companies: New Name, Same Great Company

Marsh is a leading insurance broker, combining organic growth and strategic acquisitions to consolidate a fragmented industry. MRSH posted strong Q4 2025 results: 8.7% revenue growth, 9.8% adjusted EP...

MRSH GOOGL CVX EIC EOD EOS GAM

Feb 28, 2026, 7:50 AM EST - 9 hours ago

Duolingo: This High-Quality Business Remains Deeply Misunderstood By The Market

Duolingo trades at its lowest valuation since IPO, with a 10% free cash flow yield and over $1B net cash. AI disruption fears are overstated; DUOL's behavioral engagement and proprietary data position...

DUOL GOOGL CVX EIC EOD EOS GAM

Feb 28, 2026, 7:30 AM EST - 9 hours ago

Omnicom Group: Value Hiding In Plain Sight At Under 8x Earnings With Accelerated Buybacks

Omnicom Group offers compelling value at under 8x earnings, with a well-covered 3.5% yield and significant upside potential. OMC's recent IPG acquisition, $5B buyback, and cost synergies ($1.5B target...

OMC GOOGL CVX EIC EOD EOS GAM

Feb 28, 2026, 7:30 AM EST - 9 hours ago

LandBridge: I'm Betting My Reputation On This One

LandBridge remains a core holding, with a bullish outlook supported by robust earnings, superior margins, and a compelling land-based royalty model. LB's 2026 EBITDA guidance of $205-$225M exceeds pri...

LB GOOGL CVX EIC EOD EOS GAM

Feb 28, 2026, 7:30 AM EST - 9 hours ago

These fintech stocks are loved by analysts and could bounce back in a big way

Shares of PayPal and Block are both cheap relative to historic levels, but only one of them commands heavy enthusiasm from analysts.

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Feb 28, 2026, 7:17 AM EST - 9 hours ago

Engie SA (ENGIY) Q4 2025 Earnings Call Transcript

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Feb 28, 2026, 7:05 AM EST - 10 hours ago

QQQI Vs. QQQ: The Most Dangerous Bet In Mega-Cap Tech Right Now

QQQI is outperforming QQQ, but the real story is far more complicated. A major shift in the AI narrative could completely reshape tech returns. We discuss the best way to invest moving forward.

QQQ PYPL XYZ EIC EOD EOS GAM

Feb 28, 2026, 7:04 AM EST - 10 hours ago

Diageo: Sooner-Than-Expected Dividend Cut Fast-Tracks This Premium Leader's Recovery

Diageo plc remains a buy as the new CEO accelerates turnaround steps, enhancing financial flexibility and positioning for premiumization trends. DEO's dividend cut and reduced outlook triggered a stoc...

DEO PYPL XYZ EIC EOD EOS GAM

Feb 28, 2026, 7:00 AM EST - 10 hours ago

Any chance the Fed cuts rates this year is ‘evaporating before our very eyes' as Iran tensions raise oil prices

With oil prices rising in response to growing tensions with Iran, the rationale for additional interest-rate cuts by the Federal Reserve is disappearing.

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Feb 28, 2026, 6:43 AM EST - 10 hours ago

Oddity Tech: Contrarian 'Buy' After Meta's Shock Craters Investors' Sentiment

Oddity is a digital-first DTC beauty platform with IL MAKIAGE, SpoiledChild, and others. They're also expanding into teledermatology via MethodIQ and a New Ventures incubator. However, ODD stock is no...

ODD DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 6:35 AM EST - 10 hours ago

On Wall Street, even the losers are winners in the battle for Warner Bros. Discovery

Paramount Skydance is set to gain control over Warner Bros. Discovery after Netflix withdrew.

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Feb 28, 2026, 6:21 AM EST - 10 hours ago

UBS plans to keep Ermotti on as CEO for longer, NZZ reports

The board of directors of Swiss banking giant UBS plans to keep Chief Executive Sergio Ermotti on for longer than originally planned, Swiss newspaper Neue Zuercher Zeitung reported on Saturday.

UBS DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 6:15 AM EST - 10 hours ago

Major Combat Operations Begin in Iran, Says Trump. Oil Tankers in Gulf Seek Safety.

Oil tankers in the Persian Gulf are diverting to safety in Qatar, and Tehran has launched missiles against U.S. bases in the Gulf,

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 6:00 AM EST - 11 hours ago

How I Diagnose S&P 500 With Junk Bond Rates

I use junk bond yields as a leading signal to gauge equity market risk. Their sensitivity to investor risk appetite complements traditional indicators like P/E ratios.

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Feb 28, 2026, 5:50 AM EST - 11 hours ago

IQVIA Holdings: Still Exceeding Expectations As A Stealth Compounder

IQVIA Holdings delivered strong Q4 and full-year 2025 results, confirming its leadership in data, analytics, and clinical execution. Despite macro headwinds and cautious biotech spending, IQV maintain...

IQV SPXL SPY SSO UPRO VOO UCO

Feb 28, 2026, 5:37 AM EST - 11 hours ago

Crane NXT, Co. (CXT) Analyst/Investor Day Transcript

CXT SPXL SPY SSO UPRO VOO UCO

Feb 28, 2026, 5:30 AM EST - 11 hours ago

He's Reese's Biggest Advocate—and Hershey's Biggest Headache

Reese's peanut-butter cups haven't been made by a Reese since 1963. That hasn't stopped Brad Reese from championing the candy, or bashing the owner.

HSY SPXL SPY SSO UPRO VOO UCO

Feb 28, 2026, 5:30 AM EST - 11 hours ago

All the Ways Netflix Actually Won Even Though It Lost Warner

The king of streaming preserves its business model, while Paramount Skydance will have to deal with a massive postmerger debt load.

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Feb 28, 2026, 5:27 AM EST - 11 hours ago

Yancoal Australia Ltd (YACAF) Q4 2025 Earnings Call Transcript

NFLX SPXL SPY SSO UPRO VOO UCO

Feb 28, 2026, 5:24 AM EST - 11 hours ago

NVIDIA: I'm Buying Post Earnings

NVIDIA remains a Strong Buy as it cements its role as the indispensable AI infrastructure gatekeeper, delivering robust earnings and guidance. NVDA's data center segment now drives 91.5% of revenue, w...

NVDA SPXL SPY SSO UPRO VOO UCO

Feb 28, 2026, 5:23 AM EST - 11 hours ago

Nomad Foods' Pricing And Share Cycle Starts To Offer A Cautious Buy Opportunity

Nomad Foods faces cyclical margin and market share pressure, with 2026 guidance indicating further declines in sales and earnings. NOMD trades at 7–8x adjusted earnings, reflecting both cyclical downs...

NOMD SPXL SPY SSO UPRO VOO UCO

Feb 28, 2026, 5:12 AM EST - 11 hours ago

Iran strikes will likely boost defense stocks — but here's what will keep the cash flowing long after the conflict ends

A massive backlog of maintenance and software contracts will ensure recurring revenue.

GD LMT NOC RTX PLTR VOO UCO

Feb 28, 2026, 5:11 AM EST - 11 hours ago

VTv Therapeutics: Cadisegliatin's Phase 3 CATT1 Readout Is The Next Catalyst

I think VTVT is a largely underfollowed T1D catalyst story, with Phase 3 CATT1 cadisegliatin topline expected in 2H2026. Cadisegliatin's Phase 2 SimpliciT-1 showed HbA1c improvement, fewer severe hypo...

VTVT LMT NOC RTX PLTR VOO UCO

Feb 28, 2026, 4:57 AM EST - 12 hours ago

U.S. and Israel Attack Iran. What It Means for Oil Prices.

Energy infrastructure has been part of Middle East conflicts for decades.

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 4:47 AM EST - 12 hours ago

Tenaga Nasional Berhad (TNABY) Q4 2025 Earnings Call Transcript

BNO DBO GUSH IEO OIH PXJ UCO

Feb 28, 2026, 4:41 AM EST - 12 hours ago

OPEC+ may consider larger oil output boost, sources say after Iran strike

OPEC+ will likely consider a larger oil output increase, two sources familiar with OPEC+ thinking said on Saturday, after the U.S. and Israel launched military strikes on Iran.

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Feb 28, 2026, 4:41 AM EST - 12 hours ago

DIVI: The New Strategy Still Has To Prove Itself

The Franklin International Core Dividend Tilt Index ETF offers above-average yield in developed markets ex-North America, with a 0.09% expense ratio. DIVI's August 2022 strategy overhaul renders prior...

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Feb 28, 2026, 4:37 AM EST - 12 hours ago

The J. M. Smucker Company (SJM) Q3 2026 Earnings Call Prepared Remarks Transcript

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Feb 28, 2026, 4:27 AM EST - 12 hours ago

Melrose Industries PLC (MLSPF) Q4 2025 Earnings Call Transcript

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Feb 28, 2026, 4:16 AM EST - 12 hours ago

LSB Industries: Strong 2025 And Massive NOLs Lead To Poison Pill Defense

LSB Industries is upgraded to buy after strong FY25 results, robust NOL carryforwards, and an optimistic 2026 outlook. LXU reported FY25 revenues up 22.3% YoY and EPS of $0.22, beating estimates, with...

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Feb 28, 2026, 3:48 AM EST - 13 hours ago

Sezzle: Small But Mighty, Buy With Earnings On Tap

Sezzle Inc. offers a BNPL platform targeting millennial and Gen-Z consumers, showing robust growth and profitability despite recent stock volatility. SEZL's Q3 2025 revenue surged nearly 3x YoY to $11...

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Feb 28, 2026, 3:47 AM EST - 13 hours ago

Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München (MURGY) Q4 2025 Earnings Call Transcript

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