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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
OneSpaWorld reported record Q4 2025 results, with total revenue of $242.1 million, up 11% year‑over‑year, and adjusted EBITDA of $31.2 million, a $4.5 million increase. Net income fell to $12.1 million due to $5.7 million in restructuring and impairment charges tied to exiting Asian operations and reorganizing in the UK and Italy. The company expanded MediSpa services to 153 ships, rolled out AI‑driven dynamic pricing and a virtual assistant on 180 vessels, and returned $93 million to shareholders while reducing debt. Management reaffirmed 2026 guidance, targeting over $1 billion in revenue and high‑single‑digit growth.
TriplePoint Venture Growth BDC reported a $73 million increase in its debt investment portfolio for Q3 2025, marking the third straight quarter of growth and a year‑to‑date rise of nearly $110 million. New commitments surged to $182 million, with 90% directed toward AI,...
Janus International Group reported Q4 2025 revenue of $219.3 million, a 4.7% year‑over‑year decline driven primarily by pricing pressure and lower volume. Adjusted EBITDA rose 1.2% to $43.6 million, lifting the margin to 19.9% after cost‑saving initiatives. International sales surged 32.9% while...
EyePoint reported Q4 2025 results, highlighting rapid enrollment of over 900 patients in two pivotal wet AMD Phase 3 trials (Lugano and LUCHIA) with top‑line data expected mid‑2026. The company also initiated Phase 3 DME studies (COMO and CAPREIT) slated for first...
Red Violet reported Q2 2025 revenue of $21.8 million, a 14% year‑over‑year increase and 21% organic growth after excluding a prior‑year one‑time transaction. The company posted a record adjusted gross margin of 84% and free cash flow of $4.8 million, up 47%...
Cross Country Healthcare reported Q4 2018 revenue of $200.9 million, down 9% year‑over‑year, and a net loss of $19.7 million. CEO Kevin Clark, a co‑founder, returned to lead a turnaround, eliminating the COO role and promoting internal leaders. The company...
Broadcom reported record Q4 2025 results and set an aggressive Q1 2026 outlook, driven by explosive AI semiconductor demand. Consolidated revenue reached $18 billion, up 28% YoY, with AI revenue climbing 74% to $6.5 billion and an AI‑related order backlog exceeding $73 billion....
Ukraine’s labor market has endured a massive shock since the February 2022 invasion, losing roughly a quarter of its pre‑war workforce due to displacement, mobilization and casualties. Despite a spike in unemployment above 20% in 2022, the rate fell to...
NACCO Industries reported third‑quarter 2019 results, with revenue modestly rising to $32.6 million while operating profit fell to $8.7 million. Net income increased to $10.3 million, driven by a $2.7 million pre‑tax payment from an India venture. Management forecast 2020 coal deliveries to grow,...
Brookfield Asset Management reported a record $112 billion of capital raised and $66 billion deployed in 2025, driving fee‑bearing capital to $603 billion. Fee‑related earnings rose 22% to $3 billion with a 58% annual margin, while distributable earnings increased 14% to $2.7 billion. The firm...
Mistras Group reported Q3 fiscal 2025 revenue of $195.5 million, a 7% year‑over‑year increase driven by growth across all five major verticals. Adjusted EBITDA reached a record $30.2 million, up 29.6% and yielding a 15.4% margin, while net income more than doubled...
Karyopharm Therapeutics reported Q4 2025 total revenue of $34.1 million, an 11.8% year‑over‑year increase, driven primarily by XPOVIO net product revenue of $32.1 million. The company trimmed R&D and SG&A expenses, improving operating performance by roughly 43% quarter‑over‑quarter, yet posted a GAAP...
PagSeguro reported 33.7 million clients, a 1.6 million YoY increase, and a 14% rise in cash‑in volume to BRL 95 billion in 2025. Banking revenue surged 50% to BRL 744 million, while gross profit grew modestly 2% to BRL 1.9 billion, helped by a repricing strategy that outpaced...
Sight Sciences reported fourth‑quarter 2025 revenue of $20.4 million, a 7% year‑over‑year increase, driven by $19.7 million from interventional glaucoma and $0.7 million from the newly reimbursed interventional dry‑eye segment. Gross margins remained strong at 87% overall, while operating expenses fell 25% after...
SandRidge Energy reported a strong Q2 2025, with adjusted EBITDA rising 76% to $22.8 million and net income of $19.6 million. Production increased 19% year‑over‑year, driven by the launch of the Cherokee development program, whose first well delivered 2,300 BOE/day and a breakeven...
Stevanato Group posted a 9% year‑over‑year revenue increase to $303.2 million in Q3 FY2025, driven by a 14% rise in its BDS segment and a 47% surge in high‑value solutions, which now represent 49% of total sales. The Engineering segment fell...
Verastem reported $1.7 million in COPIKTRA net revenue for Q1 2019, a 38% increase over the prior quarter, and achieved reimbursement coverage with more than 92% of targeted health plans. Clinical updates highlighted the Phase 3 DUO trial, which showed...
Hudson Technologies reported Q2 2025 revenue of $72.8 million, a 3% decline driven by cooler weather delaying the cooling season. Gross margin improved to 31% thanks to higher refrigerant prices, lifting gross profit to $22.8 million. Net income rose to $10.1 million on...
Seaport Entertainment Group reported Q4 2025 consolidated revenue of $45.1 million, a modest 1% year‑over‑year increase, while net loss narrowed to $33.2 million, or $2.61 per share, a 56% improvement. Adjusted EBITDA rose sharply—up 40% on an exclusionary basis—despite headline declines driven...
Atomic Eagle announced a maiden ore reserve of 28 Mlb U3O8 at its Muntanga project in Zambia, backed by an independent engineering review of a feasibility study that confirms a 12‑year mine life. The study projects 25.3 Mlb total production, a 3.5‑year...
Fuel Tech Inc. reported fourth‑quarter 2025 revenue of $7.2 million, lifting full‑year sales 6% to $26.7 million, the highest since 2018. The FUEL CHEM segment surged 28% to $17.8 million, while the APC segment secured $8.8 million in new awards and grew its backlog...
Acres Commercial Realty reported a $46.8 million net decline in its loan portfolio for Q3 2025, offset by $106.4 million of new commitments. A $13.1 million capital gain from a real‑estate sale lifted GAAP net income to $9.8 million and boosted earnings available for distribution...
CNBC host Jim Cramer told investors not to panic amid the ongoing U.S.–Iran conflict, emphasizing that staying invested is more effective than trying to time the market. After an opening slump that saw the Dow down over 1,200 points and...
Rising crude prices, driven by the Iran‑Israel conflict, could push the Philippine peso past the 59 per‑dollar threshold. MUFG forecasts the PHP trading between 58.5 and 59.5 if oil steadies around $90 a barrel, while JP Morgan sees a modest global...
I bought my first deal with $2,500 of my own money and now own over $50M of real estate If I had to start over in 2026, here’s how I’d find a market in just 4 steps: Step...
The Vanguard S&P Mid‑Cap 400 ETF (IVOO) is heavily weighted toward cyclical sectors, with about 65% in discretionary, financials, industrials, materials and real estate. The analyst warns that uncertain U.S. consumer demand, rising unemployment and AI‑driven productivity gains could dampen...
Nvidia leveraged its 2020 $7 billion acquisition of Mellanox to transform its networking business into a major growth engine. In the most recent fiscal quarter the company reported $11 billion in networking revenue, a 263 % increase year‑over‑year, positioning it as the world’s...
The "Fog of War" hit the tape today. 🌫️ $SPX salvaged support at 6800 after a brutal open, but the $VIX spiking to 28 is a major red flag. I’m also honoring the late legend John Murphy and applying...
China’s foreign ministry publicly condemned Israeli and U.S. military strikes against Iran, urging an immediate cease‑fire and emphasizing diplomatic solutions. Wang Yi’s call with Israel’s Gideon Sa’ar highlighted Beijing’s call for de‑escalation and protection of shipping lanes in the region....
Hill Valley Healthcare purchased two Virginia skilled‑nursing facilities from a Welltower affiliate for $82.4 million, marking the REIT’s exit from assets originally bought for under $15 million each. Capital Funding Group closed a $51.2 million bridge‑loan to acquire four multi‑state SNFs with 487...
Effective March 3, 2026 the NSCC will no longer accept exercise and assignment activity for Trineso PLC (TSE) options, prompting the OCC to shift all settlements to a broker‑to‑broker model. The underlying deliverable remains 100 TSEOF shares, but if delivery is impossible the...
President Donald Trump announced that the United States will provide war‑risk insurance for vessels navigating the Strait of Hormuz after commercial insurers pulled coverage. The move may be paired with U.S. naval escorts to safeguard tankers amid heightened regional tensions....
Marine gasoil (MGO) prices in the Americas surged toward $1,000 per metric tonne, marking the highest levels since October 2023. The rally follows the US‑Israel weekend attacks on Iran, which threaten the flow of middle‑distillates through the Strait of Hormuz....
U.S. shale producers have signaled that 2026 capital expenditures will remain flat or dip slightly, while overall output is expected to stay level or edge higher after accounting for acquisitions, divestments, and the cyclical nature of multiyear upstream projects. The...
Iran escalated its campaign against regional energy assets, deploying armed drones against the United Arab Emirates' main oil export hub and striking major ports in Oman. The attacks, which originated beyond the Strait of Hormuz, signal a widening of Tehran's...
In this March 2, 2026 episode, the host provides a data‑driven market update for Florida’s 30A corridor, highlighting a sharp drop in inventory to under 30 single‑family homes and a surge in unit sales that signals a shift toward seller...
China’s domestic natural‑gas production is set to climb in the near term as the government backs unconventional shale projects. Analysts forecast a steady output rise, driven by new drilling licences and financial incentives. The push aims to offset growing demand...
LNG spot prices jumped sharply after a supply disruption in Qatar, one of the world’s largest exporters. In Northeast Asia, the price rose $1.75 week‑on‑week to $12.45 per MMBtu, while Southwest Europe saw a $5.05 increase to $14.75 per MMBtu....
Brookfield Asset Management announced a new private‑placement commercial paper program with a $1 billion ceiling. The unsecured notes will be issued on a short‑term basis to diversify the firm’s funding mix and bolster its balance sheet. Proceeds are slated for general...
Precious metals are down today. This means a generational shift in the money flow. With all the war talk the money usually moves first and then we see the news. This is 100% signaling something:
Brent crude rose to $85 per barrel on Tuesday, marking a notable surge amid heavy trading. The rally reflects market reaction to escalating tensions in the Middle East and concerns over supply disruptions. Traders are now focusing on how constrained...
CrowdStrike just delivered a record FY26, capped by a blockbuster Q4. 🔒 $5.25B ending ARR - the ONLY pure-play software cyber company to cross $5B 📈 $331M net new ARR in Q4, all-time record, up 47% YoY. 💰 $1.24B FY26 free cash flow....
Bulls have taken control of the physical natural gas market as spot prices showed mixed movement but futures advanced. Traders are looking past the early‑March shoulder season, focusing on colder weather forecasts and strong LNG export activity. Geopolitical tension from...
GS Europe: Europe has re-rated in recent years Sectors with high US exposure and a low beta to the market should be mostly immune to recent shocks https://t.co/g2Fd3kpcA5
#HankeInflationDashboard: By my measurements, as of March 1st, this week's top 5 inflators are: 🇻🇪Venezuela — 656.1%/yr 🇰🇵North Korea — 107.8%/yr 🇮🇷Iran— 84.6%/yr 🇱🇾Libya — 63.8%/yr 🇨🇺Cuba — 50.0%/yr https://t.co/FrHE7rOpRu
$VXUS international ETF clean hold on 20sma weekly, again, clean line in sand for your radar and natural stop for swings under that line. https://t.co/RWEeeRI0sD
Software sold off first, so stands to reason it would try to bottom first. Solid action around the 200sma-- very clear line in sand for medium term swings. $IGV https://t.co/zcHdivFd3y
#IranWatch🇮🇷: Today, I measure Iran’s inflation at a PUNISHING 87.2%/yr. That's the world's THIRD HIGHEST INFLATION RATE. I remain the only reliable source of inflationary measures in Iran. https://t.co/Ur4qSrFxia
Charts can always morph, but it looks to me that the Platinum party is about to be interrupted by a head and shoulders pattern. I am not allowing replies on this because I have no interest in reading what you...
Interesting spot $VGK (Europe) -- solid reversal on clean support. 84 line in sand. https://t.co/YeH5D1pF0E
