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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
StoneX Group reported record fourth‑quarter and full‑year results, posting $85.7 million net income for Q4 and $305.9 million for FY 2025, with operating revenues exceeding $1.2 billion, up 31% year‑over‑year. The performance was propelled by the recent R.J. O’Brien and Benchmark acquisitions, which contributed over $24 million in pretax income and accelerated cost‑synergy realization. Institutional trading revenues surged 67% YoY, while the self‑directed retail segment contracted 35% amid weak FX/CFD markets. Management confirmed $20 million of the $50 million annualized cost‑synergy target is already in place and expects further capital efficiencies in 2026.
Stellus Capital Investment Corp reported Q2 2025 GAAP net investment income of $0.34 per share and a modest decline in net asset value per share, driven by reduced spillover income. The investment portfolio fell to $905.9 million across 112 companies, while...
The new Forbes et al. (2026) study uses a factor‑augmented VAR across 13 advanced economies (1970‑2024) to separate global and domestic shocks affecting interest rates, inflation and output. It finds that global shocks have risen from modest influence pre‑1999 to...
Sprinklr reported Q1 FY2026 revenue of $205.5 million, a 5% year‑over‑year increase, with subscription revenue growing 4% to $184.1 million. Non‑GAAP operating income reached $36.7 million, delivering an 18% margin, and free cash flow hit a record $81 million. The company announced a $150 million...
Guardian Pharmacy Services reported a strong Q4 2025, serving over 205,000 residents and generating $397.6 million in revenue, a 17% increase year‑over‑year with 12% organic growth. Adjusted EBITDA jumped 53% to $39.5 million, lifting the quarterly margin to 9.9% and prompting an...
Velocity Financial reported a 66.5% jump in pretax earnings, setting a new company record for Q3 2025. Loan production reached $739 million, with new applications exceeding $1.4 billion, driving a 32% year‑over‑year portfolio expansion. Management highlighted a landmark single‑counterparty securitization that broadens...
Secretary of Commerce Gina Raimondo outlined how the United States must strengthen its competitive edge amid a multipolar world order. She warned that tariffs, once imposed, are politically sticky and likely to persist, while industrial policy will lean toward one‑time...
Biote Corp reported Q4 2025 revenue of $46.4 million, down 6.9% year‑over‑year, with procedure revenue falling 13% to $31.8 million while dietary supplement sales grew 16% to $11.7 million. Gross margin contracted to 68% after a $1.3 million inventory charge linked to a voluntary...
Kontoor Brands reported record 2025 results, with full‑year revenue rising 18% to a new high and adjusted operating earnings up over 20%. The Helly Hansen acquisition contributed more than $700 million of pro‑forma revenue and $0.44 of earnings per share, while...
Korn Ferry reported third‑quarter FY2026 fee revenue of $717 million, a 7% year‑over‑year increase marking the fifth straight quarter of accelerating growth. Adjusted EBITDA rose 7.5% to $123 million, lifting the margin to 17.2%, while adjusted diluted EPS climbed 8% to $1.28....
Sonida Senior Living announced a $1.8 billion merger with CNL Healthcare Properties, slated to close in late Q1 2026. The deal is positioned to upgrade the portfolio’s real‑estate quality, boost AFFO per share and cut leverage toward a six‑times target. In Q3 2025...
Comstock Resources reported Q4 2025 oil and gas sales of $364 million, an 8% year‑over‑year increase despite a 14% production decline. Adjusted net income held steady at $46 million, while GAAP profit surged to $281 million thanks to a $294 million pretax gain from...
Culp Inc reported flat consolidated net sales of $56.5 million in Q1 FY2025, with a modest 0.2% decline year‑over‑year but sequential growth in both upholstery and mattress segments. Upholstery fabrics improved operating margin to 6% while the mattress fabrics division...
Kennametal reported a 10% year‑over‑year organic sales increase in Q2 2026, marking its second straight quarter of organic growth. Adjusted EBITDA margin expanded to 17.1% from 13.9% and adjusted EPS rose to $0.47, driven by price realization, a $13 million buy‑ahead effect,...
Meta has broadened its Facebook Reels affiliate program, adding a self‑serve tool in the Professional Dashboard that lets creators embed brand affiliate links directly in their videos. The platform now offers thousands of products from partners such as Amazon and...
Broadwind Inc. posted Q4 2025 revenue of $44.2 million, a 25% year‑over‑year increase, driven by strong heavy‑fabrication shipments and a surge in power‑generation orders. Total orders jumped 90% YoY to $44 million, with gearing orders up 260% and industrial‑solutions backlog reaching a...
Japan's corporate goods price index (wholesale PPI) for February 2026 rose 2.0% year‑on‑year, slightly under the 2.1% forecast and down from 2.3% in January. On a month‑to‑month basis, the index slipped 0.1%, missing the expected 0.2% increase. The data indicates...
The latest Acquirer’s Multiple® Large‑Cap screen highlights a cluster of capital‑intensive cyclicals, discounted financials and mature global franchises that are trading at historically low acquisition multiples despite robust operating income, free cash flow and active shareholder returns. Valuations remain anchored...
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A bookout is an early termination of an OTC swap or derivative, settled in cash rather than through physical delivery. It allows market participants, especially in commodities and energy, to unwind positions quickly when market conditions change. The process reduces...
Seoul is really getting squeezed - (1) U.S. trade policy squeezing its competitiveness, (2) U.S. policy in the Middle East squeezing its energy security, and now (3) U.S. warfighting requirements squeezing USFK assets. It's fine to lawyer this or that...
If you're a founder, picking the nice investor won't get you far. You don't need someone to tell you you're smart. That's what your mom is for. You need someone who can dole out the hard truths about your business,...
Earn‑and‑learn schemes are expanding as companies seek to future‑proof talent amid a tightening labour market. RMIT University has launched a pilot where five Western Australian students will earn a Bachelor of Medical Radiation in nuclear medicine while working full‑time at...
ANZ‑Roy Morgan consumer confidence dropped 3.7 points to 73.4, pulling the four‑week moving average down to 77.0. At the same time, the four‑week average of inflation expectations rose 0.3 percentage points to 5.5%, while weekly inflation expectations climbed 0.8 points to...
Bank of America’s Merrill Lynch division, led by co‑president Dean Athanasia, announced a more aggressive push to recruit financial advisors, aiming to expand its 15,000‑advisor platform. The bank has revived veteran‑focused hiring, backed by a 48% YoY rise in forgivable...
WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...
Rising energy prices triggered by the Iran conflict have pushed global gas rates up roughly 50%, inflating profits for Australian LNG exporters while household bills climb. Australia, a net oil importer but major LNG exporter, faces a fiscal dilemma: a...
Founded in the early 1980s by Ted and Joyce Rice, T.J. Cinnamons expanded from a mobile bakery to 200 mall locations before Arby's acquired it in 1996. The acquisition was intended to leverage co‑branded bakery counters to attract customers during...
Independent senator David Pocock highlighted that Australia’s Petroleum Resource Rent Tax on offshore gas exports generates less revenue than the excise on beer. Treasury Deputy Secretary Shane Johnson confirmed the comparison during a February Senate estimates hearing. The revelation underscores...
Some of the most productive people in the world still rely on a surprisingly simple tool: a notebook and a pen. ✍️📓 Writing things down by hand activates a different part of the brain. It slows your thinking just enough to...
JOYY Inc. posted unaudited Q4 2025 results showing net revenues of $581.9 million, a 5.9% year‑over‑year increase, and a full‑year 2025 revenue of $2.124 billion. Advertising revenue surged 62.4% YoY to $145.4 million, driven by the AI‑powered BIGO Ads platform, while operating income...
AdHoc Studio’s founders Nick Hermand and Dennis Lenart pushed through investor skepticism to launch the narrative‑driven game Dispatch, citing a mix of "arrogance and stupidity" as their motivation. Investors repeatedly labeled single‑player, story‑heavy titles as niche or dead, pointing to...
Sequoia Capital partner Ravi Gupta and former Meta Chief Revenue Officer John Hegeman are launching Ithaca Holdings, targeting at least $1 billion in capital. The new holding company will pursue acquisitions of public or private firms, aiming to embed emerging technologies...
WUSF Public Media announced the promotion of three long‑time employees to Senior Managing Director, reshaping its leadership across content, operations, and membership. Mary Shedden will steer journalism and cultural programming, Christopher Sampson will oversee technical infrastructure, and Danielle Wright‑Landry will...
Oracle’s leadership used its earnings call to dismiss the so‑called SaaSpocalypse, arguing that AI‑driven disruption will spare the company. Larry Ellison said Oracle’s AI‑enabled coding tools let it build end‑to‑end, agent‑based solutions for sectors like healthcare and finance. CEO Mike...
Disney announced Thomas Mazloum as Chairman of Disney Experiences, succeeding Josh D’Amaro, who will become CEO after Bob Iger. Mazloum brings luxury‑hospitality and cruise‑line experience, having overseen Disney’s Signature Experiences and the recent launch of Disney Adventure in Singapore. The...
Macro: Disney reshuffles; Thomas Mazloum named Chair of Disney Experiences as D’Amaro becomes CEO. Risk: parks/cruise execution, capex. Trade: buy DIS on dips—parks expansion underpins cash flow. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
The 3 Layers of Founder Leverage: 1. Doing the work. 2. Deciding what gets done. 3. Designing the system that decides. Most founders stop at level 2.
The opinion piece warns that President Donald Trump’s recent military strike on Iran has embedded a costly “risk tax” across all investment portfolios. By deploying hard power, the United States has heightened geopolitical uncertainty, forcing markets to price a higher...
#HankeInflationDashboard: By my measurements, this week's top 5 inflators are: 🇻🇪Venezuela — 668.1%/yr 🇰🇵North Korea — 111.3%/yr 🇮🇷Iran— 66.2%/yr 🇱🇾Libya — 65.9%/yr 🇨🇺Cuba — 47.4%/yr https://t.co/hmt2ECWysz
🗞️@AnthropicAI is expanding to Australia 🇦🇺and New Zealand🇳🇿, opening a Sydney office in the coming weeks—its fourth APAC office alongside Tokyo🇯🇵, Bengaluru🇮🇳, and Seoul🇰🇷—to support growing demand and better serve the region’s AI ecosystem. https://t.co/DGe5jbueVm
Employee Benefit News unveiled a redesigned homepage and a new adviser-specific portal on March 10, 2026. The revamp consolidates breaking news, in‑depth analysis, research data, events, and expert perspectives into a single, visually engaging interface. Simplified navigation and clear pathways...
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
David Ellison is out prove he can succeed where others have failed $PSKY $WBD The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/Bs2ZMjBSA8
Vereigen Media has launched a new content‑syndication tool built around its proprietary Verified Content Engagement (VCE) methodology. The VCE model replaces passive lead capture with consent‑driven, first‑party data and human‑verified interaction signals, ensuring prospects truly engage with assets. The platform...
Paramount’s David Ellison Addresses Warner Bros. Execs at Town Hall: CEO Says ‘Turbulent’ Deal Process Is ‘Now Behind Us,’ Praises HBO as ‘Gold Standard’ in TV https://t.co/lNtW2mfuLg via @variety
Beazley acquires kWh Analytics to scale renewable energy underwriting #energysky -- via pv magazine usa: https://t.co/HU8MHQTedQ
Disney announced Thomas Mazloum will succeed Josh D’Amaro as chairman of Disney Experiences, the division that drives the bulk of the company’s profit. Mazloum, who has overseen Disneyland Resort and Disney Signature Experiences, steps in as D’Amaro prepares to become...
Churn is the worst reason to have slow growth. Churn means you're not just unknown, or that there's a big threshold to sign up. It means people are actually trying the product and deciding they don't like it.
Singapore‑based Princeton Digital Group, backed by Warburg Pincus, announced plans to raise up to $5 billion in debt this year. The proceeds will finance a multi‑country AI data‑center build‑out in India, Indonesia, Malaysia and Japan. PDG already operates AI‑focused facilities in seven...
Elon Musk announced that X Money, the financial services arm of the X platform, will enter early public access in April 2026. The rollout follows a multi‑year push to turn X into a super‑app, with a Visa Direct partnership enabling...
