News•Feb 19, 2026
How Did China’s Guangzhou Tee up a Surge in South Korean Tourists?
South Korean golfers are flocking to Guangzhou, with bookings rising over 300% year‑over‑year after China introduced a 30‑day visa‑free travel policy. The surge is evident at venues like Holiday Islands Golf Club, where Korean visitors jumped 81% while Chinese traffic grew modestly. Guangzhou now accounts for more than 80% of Korean tour operators’ China golf bookings, aided by a three‑hour flight from Incheon and a concentration of high‑end courses catering to business executives. The trend reflects deepening China‑South Korea economic ties and China’s push to revive premium tourism amid soft domestic demand.
By South China Morning Post – Global Economy
News•Feb 19, 2026
LYV Breakup Could Be Off the Table Following Summary Judgment Ruling
The episode examines Live Nation’s (LYV) recent legal landscape, focusing on a summary judgment that could keep the company’s proposed breakup off the table. It breaks down the court’s reasoning, the potential financial and operational impacts for Live Nation, and...
By LightShed Partners
Social•Feb 19, 2026
Fed Minutes Omit 2% Inflation Target Date, Signaling Uncertainty
One more note on the Fed minutes: Sometimes it's interesting what they don't say. Last year at every meeting until December, the staff forecast called for inflation to return to 2% by 2027. In December, the forecast pushed this back to...
By Nick Timiraos
Blog•Feb 19, 2026
Job Creation Soft
The Australian Bureau of Statistics reported that January 2026 saw a modest net increase of 18,000 jobs, with full‑time employment rising by 50,500 and part‑time employment falling by 32,700. Total employment reached 14,703,800 and monthly hours worked climbed to 2,013 million, while...
By MacroBusiness (Australia)
Social•Feb 19, 2026
Robinhood’s Earnings Expose Risks for $HOOD Investors
If you’re a $HOOD investor, you’ve probably suffered a wild ride in recent months. The company just issued its latest earnings, which reminded the market of the dangers of Robinhood’s business model.
By Hyperstocks
News•Feb 19, 2026
3 Southeast Asian Leaders Arrive in Washington for ‘Board of Peace’ Summit
U.S. President Donald Trump convened the inaugural Board of Peace summit in Washington, pledging over $5 billion for Gaza reconstruction and positioning the forum as a potential rival to the United Nations. Indonesia, Vietnam and Cambodia attended, each pursuing distinct economic...
By The Diplomat – Asia-Pacific
Social•Feb 19, 2026
U.S. Refiners Accuse Trump‑linked Scheme in Venezuelan Oil
U.S. refiners want to cut out traders & Chevron from Venezuelan crude purchases. They see the Trump setup as a RIP OFF Barrels now must move thru an elite club of approved middle men. Want to bet there's a grift component flowing to...
By Art Berman Blog
Blog•Feb 19, 2026
Banker Calls for Peak Banker
National Australia Bank CEO Andrew Irvine warned that Australia has hit "peak Australia," signalling that without a productivity boost the economy will stagnate. Real wages fell for the first time in two years, underscoring the pressure on living standards. Irvine...
By MacroBusiness (Australia)
News•Feb 19, 2026
Indonesian Coffee Chains Brew Stronger Overseas Ambitions
Indonesian coffee chains such as Kopi Kenangan, Fore, Tomoro and Janji Jiwa are leveraging low‑price, locally‑sourced beans and Indonesian‑flavored drinks to differentiate themselves as they expand beyond their home market. Kenangan, the largest with over 1,100 stores, has already entered...
By KrASIA
Blog•Feb 19, 2026
Citco Monthly Hedge Fund Update
Citco’s January 2026 hedge‑fund update shows a continued winning streak, with the group’s funds delivering a 0.9% weighted‑average return, marking ten consecutive positive months. Global Macro strategies posted the strongest performance at 6.5%, while smaller funds (<$200 m) outperformed larger peers....
By The Hedge Fund Journal – Articles
News•Feb 19, 2026
Q4: Omnicom’s IPG Merger Is An AI Test Case
Omnicom reported Q4 results after closing its $13.5 billion acquisition of Interpublic Group, positioning AI as the chief growth driver for the merged firm. The company highlighted its Omni platform, now integrated with Acxiom’s Real ID and Flywheel’s Commerce Cloud, to...
By Chief Marketer
News•Feb 19, 2026
Q4: Omnicom’s IPG Merger Is An AI Test Case
Omnicom reported its first earnings after completing the $13.5 billion acquisition of IPG, positioning AI as the core growth engine for the combined firm. The company highlighted its Omni platform, now linked with Acxiom’s Real ID and Flywheel’s Commerce Cloud, to...
By AdExchanger
News•Feb 19, 2026
Telstra Posts Strong First Half FY26 Profit Amid Job Cuts
Telstra reported an 8.1% profit increase to $1.2 billion for the first half of FY26, with revenue edging up 0.3% to $11.6 billion and earnings rising 4.7% to $4.4 billion. The company achieved 3.1 percentage points of operating leverage by cutting $179 million in...
By ARN (Australia)
News•Feb 19, 2026
EnergyX Enters US Manufacturing Phase
EnergyX has launched one of North America’s largest roll‑to‑roll ion‑exchange membrane production lines at its Austin, Texas facility, delivering up to 500,000 square meters of membranes per year. The new plant enables in‑house manufacturing of the core component for its...
By MINING.com
News•Feb 19, 2026
Who Are Australia’s Top 5 Billionaires in 2026?
Australia’s wealthiest individuals added $11 billion in 2026, lifting the top‑five’s combined net worth to $94 billion – a 14 percent rise despite global uncertainty. Gina Rinehart stayed at the summit but saw her fortune dip 15 percent to $24.6 billion amid weaker iron‑ore prices....
By VNExpress – Companies (subset)
Social•Feb 19, 2026
Defensives Hit Dot‑Com Lows, Poised for Rally
Chart of the Week - Defensives With tech in trouble (+a number of macro risks lurking on the horizon), defensives are starting to look interesting… Defensives (i.e. an equal-weighted basket of: Utilities, Healthcare, Consumer Staples) are turning up vs the S&P500 —after...
By Callum Thomas
Social•Feb 19, 2026
Big Tech Lagged S&P; Past Winners Not Guaranteed
S&P 500 is up 77% over the last 5 years. These tech stocks didn't beat it: Amazon: +27% Netflix: +46% And these stocks got destroyed: Nike: -55% Disney: -42% PayPal: -86% Shopify: -18% Past winners aren't always future winners.
By The Market Hustle
News•Feb 19, 2026
County Prosecutors Probing Whether Edison Should Be Criminally Charged for Eaton Fire
Los Angeles County prosecutors are examining whether Southern California Edison (SCE) bears criminal responsibility for the Eaton wildfire that killed 19 people and razed much of Altadena. Edison’s CEO cited a century‑old, idle transmission line that may have re‑energized and...
By Los Angeles Times Business
Social•Feb 19, 2026
Korean Reforms Spark Value Ups, Awaiting IBKR Access
I initially thought the Korean reforms would be ineffective. But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan. Once IBKR opens access, the focus...
By Michael Fritzell
Social•Feb 19, 2026
Libya Redirects Oil Payments From Russia to Western Traders
Libya is cutting Russia out of its oil trade Fuel imports are shifting away from Russia toward large Western traders Sanctions didn’t “punish” Libya into changing behavior. They reshaped who gets paid. https://t.co/pmKRlqgEK1 #OilMarkets #Libya #EnergyGeopolitics #Sanctions #OPEC #crudeoil
By Art Berman Blog
News•Feb 19, 2026
Thai Capital Market Aligns with Climate Vows
Thailand’s leading capital‑market players – the Government Pension Fund, the Association of Investment Management Companies and the Stock Exchange of Thailand – have launched a coordinated strategy to align listed firms with the country’s nationally determined contributions under the Paris...
By Bangkok Post – Investment (subset within Business)
Social•Feb 19, 2026
Confirm Bearish RSI Divergences with Price Levels Before Acting
Bearish RSI divergences can hint at a major top — but only if price & key levels confirm. Momentum can fade while price still grinds higher. Patience & confirmation are essential. My latest article on @StockCharts: https://t.co/sDlIJ3WADG
By David Keller, CMT
News•Feb 19, 2026
Evergy Inc (EVRG) Q4 2025 Earnings Call Transcript
Evergy reported third‑quarter adjusted EPS of $2.03, a modest year‑over‑year rise, while narrowing its 2025 adjusted EPS outlook to $3.92‑$4.02 due to below‑normal cooling degree days. The utility unveiled a $17.5 billion capital plan through 2029 aimed at grid modernization and...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
N-Able Inc (NABL) Q4 2025 Earnings Call Transcript
N‑Able reported Q4 2025 revenue of $130 million, a 12% year‑over‑year increase, and ended the year with $540 million in annual recurring revenue, up 12% on a reported basis. Non‑GAAP adjusted EBITDA held steady at a 30% margin, while dollar‑based net revenue retention...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
IIFM and ICMA Formalise Strategic Partnership to Standardise Islamic Repo Markets
The International Islamic Financial Market (IIFM) and the International Capital Market Association (ICMA) have signed a Memorandum of Understanding to create a global, Shari’ah‑compliant repo master agreement. Leveraging ICMA’s Global Master Repurchase Agreement expertise and IIFM’s Islamic‑finance standards, the project...
By ICMA (International Capital Market Association) — News
News•Feb 19, 2026
Rimini Street Inc (RMNI) Q4 2025 Earnings Call Transcript
Rimini Street reported Q3 2025 revenue of $103.4 million, a 1.2% decline year‑over‑year, but core revenue excluding Oracle PeopleSoft rose 2.5%. The company settled its long‑running Oracle litigation, committing to wind down PeopleSoft support by July 2028, which eliminated a...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
CarGurus Inc (CARG) Q4 2025 Earnings Call Transcript
AutoNation reported fourth‑quarter revenue of $6.9 billion, a 4% year‑over‑year decline driven by a 9% drop in new‑vehicle sales and a 60% plunge in battery‑electric units. Adjusted EPS rose 2% to $5.08 and full‑year EPS jumped 16% to $20.22, while adjusted...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Indie Semiconductor Inc (INDI) Q4 2025 Earnings Call Transcript
ON Semiconductor reported full‑year 2025 revenue of $6 billion and a non‑GAAP gross margin of 38.4%, meeting the midpoint of its guidance despite a soft demand environment. Free cash flow reached $1.4 billion, a 17% year‑over‑year rise, and the company returned the...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Fidelity National Financial Inc (FNF) Q4 2025 Earnings Call Transcript
First American Financial reported a 47% jump in adjusted EPS to $1.99 and a 14% rise in title‑segment revenue, driven by a 35% surge in commercial revenue and higher average revenue per order. The company launched its AI‑powered Endpoint escrow...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Harmonic Inc (HLIT) Q4 2025 Earnings Call Transcript
Harmonic Inc. reported Q3 2025 revenue of $142.4 million, led by $90.5 million in broadband and $51.9 million in video, with video SaaS reaching a record $16.1 million. Non‑GAAP EPS was $0.12 and free cash flow hit $21 million, while backlog stood at $495 million, 63% slated...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Expro Group Holdings NV (XPRO) Q4 2025 Earnings Call Transcript
Expro Group reported $1.6 billion in 2025 revenue, matching the low end of its guidance, and generated $353 million of adjusted EBITDA, delivering a 22% margin that edges closer to its 25% long‑term target. Adjusted free cash flow more than doubled year‑over‑year...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Vicor Corp (VICR) Q4 2025 Earnings Call Transcript
Vicor reported Q4 2025 product revenue of $92.7 million, a 4.5% sequential rise and 15.3% YoY growth, while full‑year revenue climbed 4.1% to $350.3 million. Advanced‑product sales surged 26.6% YoY, pushing the advanced‑product share of total revenue to 58% despite a slight...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Select Medical Holdings Corp (SEM) Q4 2025 Earnings Call Transcript
Select Medical disclosed that its Board is evaluating a non‑binding take‑private proposal from the Executive Chairman, adding strategic uncertainty to the near‑term outlook. Fourth‑quarter revenue grew more than 6% year‑over‑year, but adjusted EBITDA dropped 10% to $104.7 million, driven by an...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Tandem Diabetes Care Inc (TNDM) Q4 2025 Earnings Call Transcript
Tandem Diabetes Care reported record 2020 results, generating roughly $500 million in revenue—a 38% year‑over‑year increase—and shipping more than 90,000 insulin pumps. The company now serves over 200,000 customers worldwide and has expanded its Control‑IQ automated insulin‑delivery algorithm, which has driven...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Gentherm Inc (THRM) Q4 2025 Earnings Call Transcript
Gentherm reported record $1.5 billion revenue for 2025, a 2.9% increase, and secured $2.2 billion of automotive new‑business awards, including $485 million in Q4. Adjusted EBITDA fell to $175 million (11.7% of sales) amid higher material costs, while operating cash flow rose 7% to...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Ategrity Specialty Insurance Company Holdings (ASIC) Q4 2025 Earnings Call Transcript
American International Group (AIG) posted a strong Q4 2025, delivering adjusted EPS of $1.96, a 51% year‑over‑year increase, and underwriting income of $670 million, up 48%. The company’s expense ratio fell to 31.1%, and the accident‑year combined ratio improved to 88.9%,...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Alarm.com Holdings Inc (ALRM) Q4 2025 Earnings Call Transcript
Allegion reported Q4 2025 revenue of over $1 billion, a 9.3% year‑over‑year increase, driven by 3.3% organic growth in the Americas non‑residential segment. Adjusted operating margin rose to 22.4% and adjusted EPS reached $1.94, up 4.3% thanks to strong operational performance...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Lemonade Inc (LMND) Q4 2025 Earnings Call Transcript
Lemonade reported record Q4 2025 results, with in‑force premium hitting $1.24 billion, a 31% year‑over‑year rise, and revenue surging 53% to $228 million. Gross profit jumped 73% to $111 million, while adjusted EBITDA loss narrowed to $5 million, putting the insurer on the brink of...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Century Aluminum Co (CENX) Q4 2025 Earnings Call Transcript
Kaiser Aluminum reported $3.4 billion in net sales for 2025, generating $1.5 billion in conversion revenue after $1.9 billion of alloy metal hedge costs. Total shipments fell 5% to 1.1 billion pounds, while packaging conversion revenue rose 11% thanks to a shift toward coated...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Extra Space Storage Inc (EXR) Q4 2025 Earnings Call Transcript
Extra Space Storage reported a 2.5% rise in core FFO for Q4 2025 and 1.1% growth for the full year, signaling resilience amid a competitive self‑storage market. Same‑store revenue turned positive, up 0.4% in the quarter, while same‑store NOI edged...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Navios Maritime Partners LP (NMM) Q4 2025 Earnings Call Transcript
Navios Maritime Partners reported Q4 2025 net income of $117.3 million and full‑year earnings of $285.3 million, with EBITDA of $224.8 million and $744.6 million respectively. The company raised its annual distribution by 20% to $0.24 per unit and repurchased 5.3% of outstanding units,...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
CenterPoint Energy Inc (CNP) Q4 2025 Earnings Call Transcript
CenterPoint Energy reported a 9% rise in both non‑GAAP earnings per share and dividend payouts for 2025, posting $0.45 non‑GAAP EPS in Q4 and $1.76 for the full year. Management reaffirmed 2026 non‑GAAP EPS guidance at $1.89‑$1.91 and highlighted a...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Floor & Decor Holdings Inc (FND) Q4 2025 Earnings Call Transcript
Floor & Decor announced a leadership transition, naming President Brad Paulsen CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted EPS of $0.53, a 10.4% increase, and total sales of $1.18 billion, up 5.5% year‑over‑year, but...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Endava PLC (DAVA) Q2 2026 Earnings Call Transcript
Endava reported Q2 FY2026 revenue of £184.1 million, a 5.9% year‑over‑year decline, while moving to a pre‑tax loss of £7.2 million as AI‑native investments compressed margins. Adjusted diluted EPS fell to 16p from 30p, with the AI spend estimated to shave roughly...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Medical Properties Trust Inc (MPT) Q4 2025 Earnings Call Transcript
Medpace Holdings reported a strong Q4 2025, with revenue of $708.5 million—a 32% year‑over‑year increase—and full‑year sales of $2.53 billion, up 20%. EBITDA rose 20% to $160.2 million, though the margin slipped to 22.6% because of higher reimbursable‑cost activity. Net new business awards...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
GATX Corp (GATX) Q4 2025 Earnings Call Transcript
GATX Corp reported Q4 2025 net income of $97 million, or $2.66 per diluted share, and full‑year earnings of $333.3 million, $9.12 per share, marking an 11% EPS increase year‑over‑year. The company maintained a conservative 3.3‑to‑1 leverage ratio and ROE above 12%...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Newmont Corporation (NEM) Q4 2025 Earnings Call Transcript
Newmont’s Q2 2025 earnings call highlighted a suspension of operations at the Red Chris mine after two fall‑of‑ground incidents, while reporting record quarterly free cash flow of $1.7 billion. Gold production of 1.5 million ounces and copper output of 36,000 tonnes stayed in...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Dropbox Inc (DBX) Q4 2025 Earnings Call Transcript
Dropbox posted Q3 2025 revenue of $634 million, a modest 0.7 % decline YoY, while non‑GAAP operating margin surged to 41.1 % above guidance. The company launched its self‑serve AI product Dash at $19 per user, achieving 60 % weekly active user engagement among...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Pool Corp (POOL) Q4 2025 Earnings Call Transcript
Pool Corp reported full‑year revenue of $5.3 billion, essentially flat year‑over‑year, as strong maintenance demand offset a continued decline in new pool construction. Gross margin improved to 29.7% for the year and 30.1% in the fourth quarter, helped by disciplined pricing...
By Motley Fool – Earnings Transcripts
News•Feb 19, 2026
Walmart Inc (WMT) Q4 2026 Earnings Call Transcript
Walmart reported 4.9% constant‑currency revenue growth in Q4, propelled by 24% eCommerce expansion and a 10.5% rise in adjusted operating income. Advertising and membership fees together accounted for nearly one‑third of operating profit, while automation now supports 60% of U.S....
By Motley Fool – Earnings Transcripts