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The episode reviews the Asian market landscape during the week of Feb 15‑20, 2026, highlighting that Mainland China’s Lunar New Year closure shifted price discovery offshore, with earnings-driven rotation favoring North Asian hardware stocks. Korea led the earnings surge thanks to semiconductor upgrades, while Taiwan offered a cleaner AI‑hardware exposure; Hong Kong’s tech index lagged, but red‑chip and property stocks held up. Japan acted as a stabilising allocation, and India, Singapore, and ASEAN markets provided defensive, low‑beta roles. The hosts also note macro developments, policy‑directed credit trends, and upcoming regulatory licensing that temporarily limits portfolio updates.
Faraday Future’s founder and co‑CEO YT Jia announced that the company will begin its first batch of EAI robotics deliveries next week, marking the start of revenue‑generating robot sales. The update also highlighted new sales and collaboration MOUs for the...
Trump. New tariff. Boost for China and Brazil. Current tariff is for 150 days. Then what will Trump do next as to imports and revenue? Supply chain unpredictability.
The transition from an H‑1B visa to a U.S. green card follows either an employer‑sponsored route—typically PERM labor certification, I‑140 petition, and adjustment of status—or a self‑petition path such as EB‑1A or EB‑2 NIW that bypasses PERM. Employer‑backed EB‑2 and...
The March 2026 Visa Bulletin moved the EB‑2 category to “Current” on the Dates for Filing chart for Rest of the World, Mexico and the Philippines, allowing eligible applicants with approved I‑140 petitions to submit I‑485 adjustment of status applications...
Lincoln Educational Services reported a strong fourth‑quarter 2025, with revenue climbing 21.4% to $142.9 million and net income surging over 70% to $12.7 million. Student starts rose 15.7%, marking the 13th consecutive quarter of growth and fueling a 51% jump in adjusted...
Boise Cascade posted a Q4 net loss of $309 million, largely due to $216 million of non‑cash impairments, including a $204 million write‑down at the Peace River mill. Operating EBITDA improved to a negative $20 million, an $8 million sequential gain, while liquidity rose to...
Innovex International reported Q2 2025 revenue of $224 million, up 72% year‑over‑year but down 7% sequentially, as international and offshore sales slipped 13% amid Middle East and Asia‑Pacific headwinds. Adjusted EBITDA rose to $47 million, lifting the margin to 21% while free...
Bed Bath & Beyond reported a 10% year‑over‑year revenue decline in Q4 2025, offset by a 7% rise in average order value and a 13% increase in orders delivered quarter‑over‑quarter. Gross margin improved to 24.6%, up 160 basis points, while...
Adeia Inc. lowered its FY 2025 non‑GAAP revenue outlook to $360‑$380 million after filing patent lawsuits against AMD, which makes a previously expected license unlikely. The company reported Q3 revenue of $87.3 million, with non‑pay TV recurring revenue up 31% year‑over‑year and...
Hims & Hers Health reported Q4 2025 revenue of $171 million, a 46% year‑over‑year increase, and full‑year revenue of $588 million, up 51% and ahead of guidance. Gross margin rose to 85% in the quarter and 83% for the year, while operating...
Genworth Financial reported a modest Q4 2024 net loss of $1 million but delivered $15 million adjusted operating income, driven largely by Enact’s record $585 million contribution. Full‑year 2024 net income rose to $299 million, bolstered by $378 million pre‑tax statutory earnings and a $355 million...
AbbVie reported a record $61.2 billion in net revenue for 2025, an 8.6% increase that beat guidance despite a $16 billion HUMIRA erosion. Adjusted EPS reached $10, $0.54 above the midpoint, while SKYRIZI and RINVOQ together generated $7.4 billion in Q4, delivering double‑digit...
Enphase Energy reported Q4 2025 revenue of $343.3 million, with U.S. sales representing 89% of the total and a 13% sequential decline in U.S. revenue and a 29% drop in Europe. Gross margins fell to 46.1% non‑GAAP and 44.3% GAAP, largely...
GeneDx Holdings reported Q3 2025 revenue of $116.7 million, a 52% year‑over‑year increase, driven by a 66% jump in exome and genome revenue to $98.9 million and 25,702 tests performed. Adjusted gross margin rose to 74% as higher reimbursement rates and a...
Freshpet reported Q4 2025 net sales of $285.2 million, an 8.6% year‑over‑year increase, and full‑year sales of $1.102 billion, up 13% despite a slowdown in the overall pet‑food category. Adjusted EBITDA rose 16% to $61.2 million and adjusted gross margin improved to 48.4%,...
HealthStream reported record Q3 2025 results, posting $76.5 million revenue, a 4.6% year‑over‑year increase, and new highs in operating income, net income and adjusted EBITDA. Subscription revenue rose 5.7% driven by strong CredentialStream, ShiftWizard and Competency Suite growth, while legacy product...
Freightos Ltd reported a 27% year‑on‑year increase in processed transactions, reaching 429,000 in Q3 2025, the 23rd straight quarter of record volume. Revenue climbed 24% to $7.7 million, driven by a 30% surge in Solutions revenue and a 15% rise in...
Asset‑backed finance specialist Aero Capital Solutions announced it has doubled the fundraising target for its upcoming leasing vehicle to US$1 billion. The Aero Capital Solutions V fund, slated for launch in the second half of 2026, will concentrate on financing commercial...
Allison Transmission reported Q4 2025 net sales of $737 million, a 7% year‑over‑year decline, while adjusted EBITDA margin improved to 36%, up 200 basis points. Net income fell sharply to $99 million due to a $29 million electrification impairment and $26 million acquisition costs,...
BlackLine reported Q4 2025 revenue of $183 million, an 8% increase year‑over‑year, and total ARR of $702 million, up nearly 10%. Bookings surged 22% to a record level, with three‑quarters coming from existing customers, while platform pricing adoption rose to 11% of...
BioMarin Pharmaceutical raised its fiscal 2025 total revenue guidance, now starting at $3.15 billion, and reaffirmed Voxzogo revenue between $900 million and $935 million. The company lifted non‑GAAP operating margin guidance to 26‑27% and lifted diluted EPS guidance to $3.50‑$3.60. A $221 million IPR&D...
BWX Technologies reported $866 million revenue for the quarter, a 29% year‑over‑year increase, propelled by strong performance in both government and commercial segments. The company’s backlog surged to $7.4 billion, up 119% YoY, delivering a book‑to‑bill ratio of 2.6. Commercial operations exploded...
Keysight Technologies reported Q4 fiscal 2025 revenue of $1.419 billion, a 10% year‑over‑year rise, and full‑year revenue of $5.375 billion, up 8%. The company posted record free cash flow of $1.3 billion, returned $375 million via share buybacks and announced a fresh $1.5 billion repurchase...
Timken reported adjusted earnings per share of $1.14 and revenue of $1.11 billion for Q4 2025, surpassing the top end of its guidance. Free cash flow rose to $141 million for the quarter, enabling a $36 million shareholder return and a $130 million net‑debt reduction,...
Claritev Corp (trading as Aptiv) posted a record fourth‑quarter 2025 revenue of $5.2 billion, a 3% increase year‑over‑year, and earnings per share of $1.86, up 6% despite a higher effective tax rate. Adjusted operating income reached $607 million, while operating cash flow...
Forward Air Corp reported full‑year 2025 adjusted EBITDA of $293 million, a $40 million increase year‑over‑year, while consolidated EBITDA held steady at $307 million. The OmniLogistics segment nearly doubled its EBITDA to $124 million, boosting its margin by 360 basis points, and Expedited Freight...
Viper Energy Partners reported a strong rebound in Q4 2020, generating roughly $200 million in operating cash flow that translated almost entirely into free cash flow thanks to its zero‑capital‑requirement royalty model. The company declared a $0.14 per unit distribution, repurchased...
Rising market liquidity and higher probability‑of‑default (PD) levels are unlocking new opportunities in the secondary market for Significant Risk Transfer (SRT) instruments. Early stress signals in loan portfolios have prompted investors to shift capital toward buying and selling existing SRT...
A new study of Japanese multinational corporations shows that rising geopolitical risk is prompting firms to diversify supply chains away from China toward ASEAN economies, rather than fully relocating production. Using the Caldara‑Iacoviello Geopolitical Risk index and firm‑level trade and...
A joint review of Chinese, Kazakh and Kyrgyz customs data reveals massive discrepancies in reported trade values, with China claiming $48.7 billion in exports to Kazakhstan and $27.2 billion to Kyrgyzstan in 2025, while the two neighbours report only $34.1 billion and $5 billion...
Paycom Software delivered a robust fourth‑quarter and full‑year 2025 performance, posting $544 million in Q4 revenue—a 10% year‑over‑year increase—and $2.05 billion for the year, surpassing its own outlook. Adjusted EBITDA reached $236 million in the quarter with a 43.4% margin, and free cash...
Palomar closed 2025 with a record $2 billion in gross written premium, up 32% year‑over‑year, and delivered adjusted net income of $216.1 million, a 62% increase that exceeded guidance. The company posted a 25.9% adjusted return on equity and a combined ratio...
Evercore reported record 2025 results, posting $3.9 billion in adjusted net revenue, a 29% year‑over‑year increase, and $839 million in adjusted operating income, up 50%. Non‑M&A businesses contributed roughly 45% of total revenue, underscoring the firm’s diversification strategy. The firm expanded its...
The article stresses that AI‑driven sales tools only succeed when CRM data is clean, warning that duplicates, outdated records, inconsistent fields, and broken ownership rules amplify errors. It outlines three core hygiene fixes: eliminating duplicate accounts, unifying fragmented intent signals,...
Tenable Holdings reported Q4 2025 revenue of $260.5 million, a 10.5% YoY increase, and full‑year growth of 11%. The AI‑powered Tenable One platform drove 46% of new and expansion business, delivering a net dollar expansion rate of 106% and pushing...
MediaAlpha (MAX) posted a record 2025 with $2 billion in transaction value, $1 billion in revenue and $100 million adjusted EBITDA, driven primarily by a 65% surge in its property‑and‑casualty (P&C) vertical. AI‑driven search and large‑language‑model traffic lifted P&C click volume more than...
Employment Hero has launched the AI‑driven “Payday Super: Easy” brand campaign to educate Australian employers about the mandatory Payday Super reforms due 1 July 2026. The campaign highlights a research‑backed gap, with 58% of businesses unaware of the change and 70% fearing...
Domino’s Pizza reported 5.4% global retail sales growth for 2025 and 4.9% in Q4, driven by strong US same‑store sales and record net store additions. US carryout sales rose 6.5% in the quarter, while delivery grew modestly, and franchisee profitability...
Be careful of getting "audits" This comes from someone whose agency does 10-15 audits a week for prospective clients. It's very "easy" to find things wrong or find improvements if you don't have all the data, learnings, or inside info. Make sure...
The People’s Bank of China left its benchmark Loan Prime Rates unchanged at 3.00% for the one‑year and 3.50% for the five‑year tenor, marking the ninth straight month of stability. Market participants had widely priced in a hold, reflecting the...
Dulux has launched an upgraded version of its flagship exterior paint, Dulux Weathershield, featuring the company’s new Maxi‑Flex technology that allows the coating to expand and contract with building surfaces. The reformulated paint promises superior resistance to dirt, mould, algae,...
TIME's 2006 "You" Person of the Year highlighted a shift from individual celebrity to collective influence. The article argues that two decades later this shift has eroded institutional monopoly on power, making influence lateral across employee and customer networks. CEOs...
The World Travel & Tourism Council warns that England’s new overnight stay tax could slow tourism recovery, reduce visitor spending and jeopardise jobs. The proposal lets local authorities levy £2‑£10 per person or a percentage of room rates on hotels,...
Vanguard’s 2026 outlook projects international equities delivering 4.9%‑6.9% average annual returns over the next decade, outpacing the 4%‑5% forecast for U.S. stocks. The Vanguard Total International Stock ETF (VXUS) has already outperformed the S&P 500 and Nasdaq‑100, rising 9% year‑to‑date and...
January PPI lands Friday. Core PPI already printed +0.7% MoM vs 0.2% expected — biggest monthly jump since July 2025. NY Fed puts underlying PCE trend at 2.83% by December, up from 2.55% in September. WTI crude +15.6% YTD. Rapidan...
Strategy isn’t theory. It’s how you use what you have to survive today and win tomorrow. #Strategy #Leadership #Business #StrategicThinking #FutureOfWork https://t.co/s5GHVg0CRu
What's fascinating is that tariffs are deeply unpopular --- as tax increases often are -- and the White House doubles, triples down on them.
Technology initiatives, like ERP or CRM, require a clear purpose, defined parameters, and managed ROI. Define your goals, expectations, and project management for success. #TechTips #ProjectManagement https://t.co/hPBuiNsgQ8
L: Productivity miracle 1.0 - autos (white) replace horses (orange) in 10 yrs; horses never recover R: Productivity miracle 2.0 - China replaces US manufacturing workers; US mfg workers down ~35% in 10 yrs Productivity miracle 3.0 - AI v. white-collar jobs;...
