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 stock buyback, to be completed by June 2026, while highlighting elevated churn and a net‑dollar expansion rate of 102%. Management emphasized ongoing transformation initiatives, including a pod‑based sales model and AI‑native platform investments, as it navigates a transitional fiscal year.
OppFi reported a record Q3 2025 with revenue of $155 million, up 14% year‑over‑year, and adjusted net income of $41 million, a 41% increase. Net originations grew 12.5%, driven by nearly half of new loan volume from fresh customers and an auto‑approval...
Veru Inc. reported a $23.4 million public offering that lifted cash and working capital to $33 million and $29.7 million respectively, while narrowing its quarterly net loss to $5.3 million ($0.26 per share). The company received FDA feedback confirming two regulatory pathways for its...
Global Payments reported third‑quarter 2020 results that far exceeded expectations, driven by a technology‑enabled strategy. Adjusted net revenue reached $1.75 billion, a 64% increase year‑over‑year, while adjusted operating margin rose 250 basis points to 41.1%. The company highlighted strong omnichannel volume...
ATRenew Inc. reported record Q4 2025 revenue of RMB5.15 billion, up 27.1% year‑over‑year, and non‑GAAP operating profit of RMB140 million, a 34.9% increase. The company highlighted strong growth in its 1P product line, a 102% surge in compliant refurbished product revenue, and...
Greenlight Capital’s Solasglas fund posted a 7.9% fourth‑quarter gain and a 9.8% year‑to‑date return in 2026, outpacing the S&P 500’s modest rise. Despite solid performance, David Einhorn trimmed net equity exposure to about 29% in February, down from roughly 40%...
Target Hospitality Corp’s Q4 2025 earnings call highlighted a slowdown in its government segment, but management pointed to a developing pipeline of federal bids for the Pecos and Cotulla projects that could bolster long‑term revenue. The company is actively marketing a...
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...
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...
Serve Robotics reported Q3 2025 revenue of $687,000, a 210% year‑over‑year increase, driven by a surge in fleet revenue and new branding and software streams. The company surpassed 1,000 deployed robots, shipped 380 units in September, and expanded its restaurant...
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,...

A great life on paper but no optionality? That is exactly what lifestyle creep will do to you.
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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...

Jeffrey Snyder of Broadcast Retirement Network interviewed CFA Edward McIlveen of Francis LLC about navigating retirement portfolios amid recent market turbulence. McIlveen urged investors approaching retirement to stay the course, suggesting modest tilts toward international and emerging‑market equities rather than...
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
My monthly takes a look at oil price scenarios Inspired by Jurassic Park and Jeff Goldblum’s explaination of chaos theory. This hit close to home. Made my mom cry - should have warned her about the ending. The Butterfly Effect...
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...
🚨 US MARKET — MARCH 10, 2026 🚨 S&P 500: 6,781 (-0.21%) | Dow: 47,707 (-0.07%) Nasdaq: flat | Russell: -0.22% The market barely moved. But underneath: • Oracle: best AI earnings in 15 years — after hours • BioNTech crashed 18% — founders leaving •...

Malaysia’s housing market remains “seriously unaffordable,” with median home prices in Kuala Lumpur climbing 7% to RM560,000 in 2025 and the house‑price‑to‑income ratio staying above the World Bank’s affordability threshold of three. First‑time buyers like Nur Syarah Alya, earning RM3,900 a...

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...
Amazon became the latest investment‑grade borrower to tap the bond market, issuing a tranche that ranks as the fourth‑largest IG bond sale ever to fund its data‑center expansion. The deal adds several billion dollars of capital at a competitive yield,...
Diesel prices are edging toward $5 a gallon, squeezing margins for owner‑operators and carriers. While macro forces such as Middle‑East tensions and Fed policy are beyond a driver’s control, two levers remain: where fuel is purchased and how much is...

Bond fund inflows surged to $5.8 billion in early March as investors fled heightened Middle‑East tensions and the threat to the Strait of Hormuz. Short‑term Treasury ETFs led the rush, with iShares SGOV pulling in $2.27 billion, while international and emerging‑market debt...

Beast Industries, the company behind YouTube star MrBeast, has acquired the teen‑focused finance app Step, turning it into a gamified platform that teaches credit building, savings and micro‑investing. The app leverages game mechanics—streaks, rewards and trivia—to make personal finance feel...
Policymakers and experts convened to examine how critical minerals shape the Brazil‑US economic partnership. Brazil’s abundant rare‑earth and battery‑grade mineral reserves are increasingly vital to the United States’ energy‑transition agenda. The discussion highlighted supply‑chain vulnerabilities, especially reliance on China, and...
Macro: leveraged basis/swap trades in USTs unwind as repo stress. Drivers: regulation, supply surge, margin calls. Risk: disorderly USTs and deleveraging. Trade: reduce duration. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Want to understand what's going on with rising oil prices and Iran? I gave a full breakdown on @tbpn. The basics: • There is absolutely no substitute for reopening the Strait of Hormuz, whether through rapid victory or through a well-protected convoy. •...

Investors are turning to broader market exposure as tech dominance wanes, and Fidelity’s Quality Factor ETF (FQAL) is emerging as a leading option. The fund tracks the Fidelity U.S. Quality Factor Index, charging a modest 15‑basis‑point fee, and delivered a...

The longer and steeper the uptrend, the more violent the reversion when it finally breaks. FactSet edition $FDS

The Goldman Sachs MSCI World Private Equity Tracker ETF (GTPE) launched in October, offering investors a way to capture private‑equity performance without direct fund commitments. It tracks the MSCI World Private Equity Return Tracker Index and charges a 50‑basis‑point expense ratio. The...

In this episode, Tyler Crowe, Matt Frankel, and Lou Whiteman discuss how once‑sparse industries are becoming crowded with startups and IPOs, focusing on the space sector and the emerging nuclear power market. They highlight the rapid influx of launch companies,...

The IRS released updated Schedule 1‑A instructions that tighten the tip deduction for self‑employed and gig‑economy workers. The new rules cap the deduction at $25,000 and limit it to net business income after subtracting self‑employment tax, health‑insurance and retirement‑plan deductions. For...

Municipal bond markets held steady on Tuesday despite weaker U.S. Treasury yields and mixed equity performance. Muni‑UST ratios stayed near 60% for short maturities and rose to about 90% for the 30‑year, indicating solid relative pricing. Analysts warn that higher...

$SPX - The rally continued today until it hit the 100 day MA, but then we had a bearish reversal and closed the day lower. The bottom isn't confirmed yet so there may still be a lower low this week....
A now-deleted post from Energy Secretary Chris Wright whipsawed crude for the second-straight session 🤡 @ENERGY $USO https://t.co/XlECoBdhiQ via @WSJ

Jeff Clark of The Gold Advisor recommends a newly formed gold miner that controls a project with more than 2 million ounces of proven gold in Colombia’s prolific belt. The company, less than two months old, is fully funded, has begun...
“… Right now it looks like the Gulf - especially the UAE - is spending something like $28 in defense for every $1 Iran spends on offense […] that's not a long-term equation anyone wants to …”
As the U.S. becomes more transactional and predatory, Norway and Iceland are now considering EU membership to add a bit more security. #eu #geopolitics https://t.co/ziNWQ6FQIW

The newsletter dissects recent S&P 500 E‑mini (ES) moves, labeling rapid sell‑offs as "elevator down" events that trigger failed breakdowns and short squeezes. After a sharp dip to 6588 on Sunday, the index rebounded to 6850, repeatedly testing the 6778‑82...
People like to claim that traders have been trained like circus monkeys to buy every dip. But has there been any dip buying which, ex post, wasn’t justified by subsequent realized earning growth?

New free article: Tail Events in Crude Oil Plus Inflation-Adjusted Prices. Link in reply below. 👇 https://t.co/zZ0F6nhkje

In this episode, Serena Tang explains how a surge in oil prices could undermine the traditional negative correlation between stocks and bonds that investors rely on for diversification. She outlines how the pandemic-era co‑sell‑off of equities and bonds was driven...
Why you reeeeally need to think before you tweet if you’re the Energy Secretary. Oil prices fell under $80 bc of this. US official: ‘Not true’ Navy successfully escorted oil tanker through Strait of Hormuz https://t.co/nI7oZeeaDh
Pakistan says it has launched a naval operation to protect its “energy lifelines.” In some ways expected: oil importing nations in Asia may step in protecting their own tankers. (Importantly, Pakistan has a defence treaty with Saudi Arabia, and buys...

Foreign Minister of Iran claiming current oil disruption is 4-20x more severe than previous oil crises https://t.co/33VOGTSEeb
$ORCL did the business this quarter. Won’t eliminate the haters nor guarantee its debt but its doing what it needs to do.

#BrazilWatch🇧🇷: Brazil's inflation is 4.4%/yr. That's ABOVE its 3.0% inflation target. Brazil’s M4 is growing at 9.4%/yr. That is ABOVE Hanke’s Golden Growth Rate of 7.1%/yr, a rate consistent with hitting its 3.0%/yr inflation target. INFLATION STORY = A MONEY SUPPLY STORY....
Sen. Thom Tillis (R-N.C.) said Tuesday he was hopeful that issues surrounding the Federal Reserve would be resolved, allowing Kevin Warsh’s nomination as central bank chair to move forward. https://t.co/7hUfth4Lf9
Joined @SchwabNetwork to discuss the spring housing outlook. Affordability is improving, rates are lower than a year ago, and pent-up demand is real. But a low-hire, low-fire labor market and geopolitical uncertainty keep the outlook fragile. I'm still cautiously optimistic.

Not a shocker to see the median sales price tick up in February. This was expected. Happens almost every single year. Remember, the median isn't a perfect metric to gauge price change (there is no perfect metric). Lots of stats...