News•Feb 23, 2026
UFP Industries Inc (UFPI) Q4 2025 Earnings Call Transcript
United Fire Group reported record 2025 results, delivering $67 million underwriting profit and $1.3 billion net written premium, a 9% increase year‑over‑year. The combined ratio fell to 94.8%, and return on equity climbed to 13.7%, the highest in two decades. A 25% dividend hike to $0.20 per share reflects stronger capital and confidence in continued profitability. Management highlighted technology upgrades and a favorable reinsurance renewal that lowered ceded rates and expanded coverage.
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
ProAssurance Corp (PRA) Q4 2025 Earnings Call Transcript
Assurant reported double‑digit adjusted EBITDA and EPS growth for 2025, with 11% EBITDA growth excluding catastrophes and 12% EPS growth. The company’s Global Housing segment surpassed $1 billion in adjusted EBITDA, while device protection subscriptions rose to over 66 million and vehicle...
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
AMC Entertainment Holdings Inc (AMC) Q4 2025 Earnings Call Transcript
AMC Networks reported a strong 2025, with streaming becoming its largest domestic revenue source and free cash flow of $272 million surpassing the $200 million target. The company cut gross debt by nearly $600 million, lowering net leverage to 3.1 x while maintaining $675 million...
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
Viper Energy Inc (VNOM) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
Erie Indemnity Co (ERIE) Q4 2025 Earnings Call Transcript
Erie Indemnity reported a stronger Q3 2025 with the combined ratio improving to 100.6% from 113.7% a year earlier, and net income rising 14% to $183 million. Direct written premiums grew double‑digit year‑to‑date, while policyholder surplus topped $9.6 billion, supporting capital resilience....
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
Forward Air Corp (Delaware) (FWRD) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
Rising-Liquidity-and-PDs-Open-Door-to-Secondary-SRT-Plays
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...
By Structured Credit Investor
News•Feb 23, 2026
Octave Specialty Group Inc (OSG) Q4 2025 Earnings Call Transcript
Oscar Health reported a 28% revenue jump to $11.7 billion for 2025, driven by strong membership growth that lifted year‑end enrollment to 2 million and a total of 3.4 million members by February 2026. The company posted a $443 million net loss, largely from...
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
Trade Data Gaps Between China and Central Asian States Point to Pervasive Smuggling
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...
By Eurasianet
News•Feb 23, 2026
ACV Auctions Inc (ACVA) Q4 2025 Earnings Call Transcript
ACV Auctions reported Q4 2025 revenue of $184 million, a 15% year‑over‑year increase, and adjusted EBITDA of $8 million, up 36% YoY, both at the high end of guidance. Unit sales hit 193,000 vehicles, with full‑year volume growing 12% and...
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
Dominion Energy Inc (D) Q4 2025 Earnings Call Transcript
Dominion Energy lifted its five‑year capital investment outlook by 30% to roughly $65 billion, with more than 90% of the additional spend earmarked for Dominion Energy Virginia to accommodate surging data‑center demand. The company guided 2026 operating earnings per share (excluding...
By Motley Fool – Earnings Transcripts
News•Feb 23, 2026
Tennant Co (TNC) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
Social•Feb 22, 2026
Investors Chase Trends, Repeat Home‑bias Cycle
Over the past decade, most U.S. investors quietly abandoned international investing. Why? Because the U.S. was outperforming. Now that international is starting to lead, give it a few years and watch the same crowd pile back in. It’s the same cycle, over and...
By Brennan Schlagbaum, CPA (Budgetdog)
News•Feb 23, 2026
Domino's Pizza Inc (DPZ) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
News•Feb 22, 2026
Alaska Air Group CCO Sells 5500 Shares After Company Invests $3B Into Hub Airports
Alaska Air Group’s executive vice president and chief commercial officer, Andrew R. Harrison, sold 5,500 shares for roughly $311,000 at a weighted‑average price of $56.63 per share. The transaction represents about 15% of his direct holdings, a higher proportion than...
By Motley Fool Investing
News•Feb 22, 2026
The People's Bank of China Set Its Loan Prime Rates (LPRs) Today - No Change Is Expected.
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...
By ForexLive — Feed
News•Feb 22, 2026
Vanguard Says: International Stocks Could Beat the U.S. for Years
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...
By Motley Fool Investing
News•Feb 22, 2026
Smaller, Smarter, and Outdoor-Oriented: How Builders Are Adapting to Changing Buyer Tastes
Builders are responding to affordability pressures and shifting demographics by delivering smaller, more efficient homes. The average new‑home size dropped to about 2,155 square feet in 2025, roughly 300 square feet less than a decade ago. Buyers now favor three‑bedroom...
By Realtor.com News
Social•Feb 22, 2026
Spend $2K on Marketing, Not Rentals, for Bigger Returns
Instead of putting $2K a month into a rental hoping for $200 in cash flow, I’d rather put $2K into marketing and chase a $15K wholesale fee. Same money. Way bigger upside.
By Ryan Pineda
Social•Feb 22, 2026
Core PPI Spikes, Fed Sees Hotter Inflation, Oil Rallies
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...
By dailyanalysts
Blog•Feb 22, 2026
Copper Rebound Anchors CAFCA’s Q1 Performance as Export Demand Surges
CAFCA Limited posted a 3% year‑on‑year increase in total sales volumes for Q1 2025, propelled by a 21% surge in copper product volumes. Export shipments to regional markets leapt 77% after the company overhauled its distribution model and eliminated consignment...
By Mining Zimbabwe – Analysis & Features
Social•Feb 22, 2026
Mean Reversion Drives Margins, Multiples, and Sentiment
"Mean reversion applies to margins, multiples, and market sentiment." 🚀 Markets always swing, but smart investors know: extremes don’t last. Mean reversion isn’t just a theory—it drives margins, valuation multiples, and market sentiment.
By Mike the Value Investor
News•Feb 22, 2026
What Will Trump’s Latest Sweeping Tariffs Mean for the World?
President Donald Trump announced a sweeping 15 percent tariff on all imports, following a recent 10 percent levy introduced after a Supreme Court ruling struck down much of his earlier tariff regime. The across‑the‑board duty removes sector exemptions, injecting fresh uncertainty into...
By Al Jazeera – All News (includes Economy)
News•Feb 22, 2026
Adyen Shares Drop Up to 20% Following Cautious Outlook for Future Growth
Adyen posted H2 2025 net revenue of €1.27 billion, a 17% year‑over‑year rise, and total processed volume of €745 billion, up 19% excluding a major client. EBITDA grew 23% to €702 million, delivering a 55% margin, while full‑year 2025 revenue reached €2.36 billion. The company’s...
By Crowdfund Insider
News•Feb 22, 2026
Array Stock Down 25%, But This $17.3 Million Buy Signals Confidence Amid Big Revenue Growth
Array Digital Infrastructure (NYSE: AD) saw its shares fall 25% over the past year, yet the company reported a 58% jump in full‑year revenue to $163 million and a net income swing to $172 million. Institutional investor Newtyn Management bought 350,000 shares...
By Yahoo Finance – News Index
News•Feb 22, 2026
Enviri Stock Up 120% as $43 Million Buy Makes It a Top Holding in This Portfolio
Newtyn Management disclosed a $43.31 million purchase of 2,906,420 Enviri Corporation shares, lifting the stake to 8.8% of its reportable assets. Enviri’s stock has surged 120% over the past year, far outpacing the S&P 500’s 13% gain. The company recently announced a...
By Yahoo Finance – News Index
News•Feb 22, 2026
World Bank Must Demand Accountability
World Bank’s poverty‑reduction mission is compromised by weak oversight in many developing nations, where borrowed funds are often diverted into election‑timed projects and opaque schemes. The article highlights how political opportunism inflates contracts, disguises debt as generosity, and undermines public...
By Daily Nation (Kenya) – Business
News•Feb 22, 2026
TD Cowen Lifts PT on PepsiCo (PEP) to $165 From $162 – Here’s Why
TD Cowen raised its price target for PepsiCo (PEP) to $165 from $162 while keeping a Hold rating, citing the company’s clarified turnaround plan and reaffirmed 2026 guidance. Management expects sales growth of 4‑6% by the second half of 2026,...
By Yahoo Finance – News Index
Blog•Feb 22, 2026
This Week’s Top Stories: Canadian Real Estate’s Hard Landing, Phone Bills Distort Inflation
Canadian home prices slipped 0.4% in January, pulling the national average back to February 2021 levels and pushing the sales‑to‑new‑listings ratio to a buyer‑dominated 36.4%. CIBC warns that while prices are below trend in Ontario and British Columbia, they remain...
By Better Dwelling
News•Feb 22, 2026
India-France Tax Shift Threatens P-Note Trade
India is poised to amend its treaty with France, stripping French investors of the capital‑gains exemption for holdings under 10% and raising dividend withholding to 15% for those stakes. The change would also halve the dividend tax to 5% for...
By The Economic Times (India) – Economy
Podcast•Feb 22, 2026•17 min
Courting Global Tariffs as US GDP Takes a Hit
The episode surveys a week of global economic turbulence, highlighting AI’s expanding role in the Australian job market, rising geopolitical risks in the Middle East, and mixed central‑bank signals across major economies. Dr. Blair Chapman notes a surge in AI‑specific...
By NAB Morning Call
Social•Feb 22, 2026
AI Security Tool Triggers Sharp Drop in US Cyber Stocks
‼️US Cybersecurity stocks are getting CRUSHED by AI fears: CrowdStrike fell -8.0% on Friday, Cloudflare -8.1%, Okta -9.2%, and SailPoint -9.4% after Anthropic unveiled a new Claude AI security tool that scans codebases for vulnerabilities and suggests patches. The Cybersecurity ETF, $BUG,...
By Global Markets Investor (newsletter author)
Social•Feb 22, 2026
T‑Bills Yield Over 3%—Skip Low‑Rate Savings
The national average savings account interest is 0.39%. Yet T-bills are paying ~3.6% and no state/local taxes. Can buy them from TreasuryDirect or your broker. Or Treasury ETF (e.g $VBIL) or Treasury MMF (e.g $VUSXX) pay ~3.64%. Don't let your savings earn pennies.
By The Money Cruncher
News•Feb 22, 2026
Downward Price Target Revisions Follow Amdocs Limited (DOX) Earnings
Barclays and Stifel both trimmed their price targets for Amdocs Limited following the company’s Q1 earnings, with targets now at $92 and $88 respectively, though both maintain positive ratings. The earnings were described as resilient, buoyed by a newly announced...
By Yahoo Finance – News Index
Social•Feb 22, 2026
55 Dividend Hikes, 17 Companies Celebrate 10‑Year Streak
There were 55 companies that increased dividends last week 17 of them have managed to increase dividends for at least ten years in a row The list is below:
By Dividend Growth Investor
Social•Feb 22, 2026
White House Persists with Unpopular Tariffs Despite Tax Backlash
What's fascinating is that tariffs are deeply unpopular --- as tax increases often are -- and the White House doubles, triples down on them.
By Claudia Sahm
Blog•Feb 22, 2026
Commodities, Rates, and the Repricing of Scarcity
In this episode of Lead‑Lag Live, Will Rhind, founder and CEO of GraniteShares, explains why platinum is experiencing a resurgence due to a structural supply deficit and the waning of peak‑ESG assumptions, while gold continues to hit new highs but...
By The Lead‑Lag Report – Blog
Social•Feb 22, 2026
AI Could Be the First Non‑displacing Productivity Wave
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;...
By Luke Gromen
Social•Feb 22, 2026
Gamma Signals SPX Stability at 7,000, Upside Possible
Dealer gamma indicates stability through SPX 7,000, although expiration dynamics and a potential put skew unwind could trigger reflexive upside if that level is breached. Read our full weekly analysis: https://t.co/sk0ViuP0W7
By Brent Kochuba
Blog•Feb 22, 2026
Here’s Why Wedbush Is Bullish on ServiceNow, Inc. (NOW) Again
Wedbush reinstated ServiceNow (NOW) on its IVES AI 30 list on February 9, reversing a December drop. The firm argues that the recent software‑stock sell‑off is exaggerated and that large SaaS players remain beneficiaries of the AI revolution. Analysts led by...
By Insider Monkey Blog
Social•Feb 22, 2026
AIM Index Near Resistance,
#AIM All Share Doji Candle. Resistance 822, 837. Support 796, 775. RSI 60 not high. 13/21 day EMAs Bullish but Lines converging. Doji on Weekly. Top Bollinger Band 818. Midpoint Line 812. Bottom Band 807.
By WheelieDealer
Social•Feb 22, 2026
Lagarde Warns US Tariffs Could Destabilize EU Balance
Lagarde says US tariff moves risk upsetting equilibrium with the EU https://t.co/ode7ZBLduy via @weberalexander https://t.co/HemjTQHk5r
By Zöe Schneeweiss
Blog•Feb 22, 2026
TMTB Weekly: NVDA/SNOW Previews & Thoughts + SNDK
In this episode the hosts skip a deep dive on OpenAI’s latest revenue and operating‑expense numbers, deeming the headlines largely hype, and instead focus on previewing Nvidia (NVDA) and Snowflake (SNOW) stocks, offering short‑term technical outlooks and strategic considerations. They...
By TMT Breakout
Social•Feb 22, 2026
FTSE100 Overbought at Historic RSI Levels, Sideways Trend
#FTSE100 doji Candle and Sideways. Resistance ATH 10746. Support 10253, 10050, 9819. RSI 82 crazy Overbought. Up Candle on Weekly. Weekly RSI 77 extremely Overbought; in last 40 years, the highest is RSI 80.
By WheelieDealer
Social•Feb 22, 2026
Microcap Olympics Unites 16 Nations
On theme with the Olympics. The goal is to bring the world of microcap together. 16 countries represented so far... 🇺🇸🇨🇦🇬🇧🇪🇸 🇦🇺🇧🇪🇧🇷🇨🇱🇩🇪🇮🇱🇲🇽🇵🇦🇸🇬🇨🇭🇦🇪🇧🇸
By Ian Cassel
News•Feb 22, 2026
Rolls-Royce Plans £1.5 Billion Stock Buyback, Sky News Says
Rolls‑Royce Holdings PLC announced a share repurchase programme of up to £1.5 billion, timed with a report of record profits and a "spectacular" turnaround. The buyback is designed to return excess cash to shareholders while supporting earnings per share. It follows...
By Bloomberg – Markets
Social•Feb 22, 2026
Superstar Cities Retain Elite, Middle Class Shifts South
Thanks to the logic of agglomeration economies, America's superstar cities will always centers of elite talent and the FOTB immigrants who serve them, but the middle class has moved en masse to the South and they've taken a lot of...
By Nolan Gray
Social•Feb 22, 2026
Asia Confirmed as Global Manufacturing Hub, ILO Shows
Asia as global manufacturing hub, shown by the ILO. More sources featured on today's Chartbook Top Links in the comment below. https://t.co/bpfQbXlbHK
By Adam Tooze
Social•Feb 22, 2026
Weekend Email Delivers Top Charts, Becomes Favorite
This has quickly become my favorite weekend email @HostileCharts Larry Thompson's Sunday Stalk List on @StockMktTV. Some great charts in here: https://t.co/AN276aKU9t
By J.C. Parets, CMT
Social•Feb 22, 2026
Questioning US Balance‑of‑Payments Deficit Under Section 122
So does the US have a balance of payments deficit for purposes of section 122 of the trade law (and thus the basis for imposing a 15% tariff). It is an interesting question 1/ many https://t.co/JidbJk37vw
By Brad Setser