#58390
The Options Clearing Corporation (OCC) announced special pricing for SoFi Next 500 ETF (SFYX) options expiring on February 20, 2026 due to the underlying shares being suspended on the NYSE. For expiration processing, OCC will use the last traded price of $17.17 per share rather than the liquidation distribution amount. Exercise thresholds remain unchanged, and members must advise customers accordingly. Clearing members are instructed to promptly inform all branch offices and correspondents of these procedures.
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6.1 Million Workers Have the Most to Lose From AI
A Brookings Institution study finds that 6.1 million U.S. workers occupy jobs highly exposed to AI while possessing low ability to transition to new roles. Customer service representatives top the list of at‑risk occupations, and the cohort is 86 % women in...
Amazon Just Shared Great News for This AI Chipmaker (Hint: Not Nvidia)
Amazon announced a $200 billion capital‑expenditure plan for 2026, a $70 billion jump from the prior year, with a sizable portion earmarked for AI‑focused data‑center capacity. AWS’s custom‑chip business now runs over $10 billion in revenue and is expanding at triple‑digit rates, driven...
Earnings, Earnings, and (You Guessed It) More Earnings
In this episode, Tyler Crowe, Matt Frankel, and Jon Quast dissect the latest earnings reports from consumer giants like Walmart, Booking Holdings, Etsy, and eBay, highlighting mixed performance across sectors. They analyze eBay’s strategic acquisition of Etsy’s Depop platform and...
SB Energy Tapped for Proposed 9.2‑GW Ohio Gas Power Plant in First Tranche of $550B U.S.–Japan Deal: What We Know
The Trump administration announced that SoftBank’s U.S. affiliate SB Energy will develop a proposed 9.2‑GW, $33 billion natural‑gas power complex near Portsmouth, Ohio. The project is the flagship of a $36 billion first tranche of a $550 billion U.S.–Japan strategic investment framework that...
Budget Realistically, Not on Hopeful Cost Estimates
Don’t budget for what you hope it costs… budget realistically. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #ceomindset
#58386
Ryerson Holding Corporation will replace its RYI ticker with RYZ on February 24, 2026, and the associated option symbols will shift from RYI/RYI1 to RYZ/RYZ1. The change takes effect at the opening of business on that date, with no alteration to strike...
TIP Solar Raises $179.7 Million in ABS From Residential Solar, PPA Leases
TIP Solar, backed by GoodLeap’s residential solar leases and PPAs, has issued $179.7 million in asset‑backed securities. The ABS are collateralized by 7,812 leases held by Jaguar Solar Owner 2026‑1 and structured into A‑ and B‑tranches with anticipated repayments through March 2033 and...
2 Top Quantum Computing Stocks to Buy in 2026
Quantum‑computing stocks have fallen sharply in early 2026, making IonQ and IBM attractive entry points. IonQ (IONQ) trades around $33, bolstered by a 222% YoY revenue jump and recent acquisitions including SkyWater to control chip manufacturing. IBM (IBM) trades near...
Live Nation 2025 Revenues Top $25B
Live Nation Entertainment posted a record $25 billion in 2025 revenue, a 9% increase over 2024. Quarterly earnings reached $6.3 billion, surpassing analysts’ $6.1 billion estimate. Concert sales climbed to $20.9 billion, while sponsorship revenue grew 11% to $1.33 billion, and the company reported a...
Noodles & Company Executes 8-for-1 Reverse Stock Split
Noodles & Company completed an 8‑for‑1 reverse stock split on Feb. 19, 2026, moving its share price from $0.50 to roughly $4.00 to satisfy Nasdaq’s $1 minimum listing requirement. The split was approved by more than 96% of shareholders at a...
Is Compass Stock a Buy After Kanen Added 1.6 Million Shares to Its Position?
Kanen Wealth Management disclosed a $14.36 million purchase of 1,573,950 Compass shares in its Q4 2025 filing, lifting its holding to 20.5% of the firm’s $329.38 million assets under management. The transaction pushed the value of Kanen’s Compass stake to $67.59 million, reflecting both...
AI Disruption Fear Might Strike Auto Insurers Next. Two Stocks Are in the Crosshairs
Artificial intelligence and the rise of autonomous vehicles are expected to cap the personal auto‑insurance market at roughly $560 billion by 2040, after which it could shrink about 4 % per year. Self‑driving cars are projected to cut accident rates by 75‑90 %,...
Feb 19 | Commodity Week
In this episode of Commodity Week, Todd Gleason, joined by ag analysts Jim McCormick and Logan Kimmel, breaks down the USDA Outlook Forum numbers for 2026, focusing on corn, soybean, and wheat markets. They warn that old‑crop corn carry‑out could...
Asset Ownership Race Since 2020: Own or Be Excluded
We are in an Asset Ownership Race, I believe since 2020. You own or you will get left out.
Armenia Faces Nuclear Dilemma, U.S. Aid Could Break Deadlock
Armenia's power is supplied by what is widely considered the least safe nuclear reactor on the planet, and it has no money to replace it. With Russia occupied in Ukraine, the country is desperately searching for a solution. On one end,...
B.I.G. Tips – Earnings Triple Plays Recap: Q4 2025
The fourth quarter of 2025 saw 98 earnings triple plays across roughly 1,100 U.S. listed companies, a drop of 110 from the previous reporting period’s 208. A triple play occurs when a firm beats both earnings‑per‑share and revenue forecasts while...
All Research Done, Still Stuck on Execution
It’s like you already did ALL the research but you just can’t get yourself to execute.
Growth-to-Value Rotation Shifts Money to Cyclicals and Defensives
“Yes, THAT growth-to-value sector rotation I called in November to last through Feb before volatility Mar into May. THAT was my call and it’s still in play before a massive de-risking in MAG7 and SaaS unwind showed up along with...
The Best Stocks to Invest $10,000 in Right Now
The article highlights Broadcom and IBM as top picks for a $10,000 investment, emphasizing their AI and hybrid‑cloud growth. Broadcom’s custom AI accelerator chips surged 65% to $20 billion in FY2025, now accounting for 31% of revenue and driving projected 52%...
30-Year TIPS Auction Gets Real Yield of 2.473%, Second Highest in 16 Years
The U.S. Treasury’s latest 30‑year Treasury Inflation‑Protected Securities (TIPS) auction posted a real yield of 2.473%, the second‑highest level in the past 16 years and the highest since the series was relaunched in February 2010. Demand was strong, with the...
Overlooked and Undervalued: Why Novo Nordisk Stock Deserves Attention
Novo Nordisk’s shares have slumped 66% from their 2024 peak, reflecting weak 2026 guidance and fierce competition from Eli Lilly in the GLP‑1 arena. The Danish firm recently introduced the first oral GLP‑1 pill, positioning it ahead of Lilly’s upcoming tablet and...
Booking Holdings Announces a Massive 25-for-1 Stock Split. Here's What Investors Need to Know
Booking Holdings announced its first-ever forward stock split, converting each share into 25 shares. The 25‑for‑1 split will take effect on April 6, 2026, after distribution on April 2, with shares trading on a split‑adjusted basis. The move follows a...
Why This International Dividend ETF Is Outperforming in 2026
The Franklin International Dividend Booster ETF (XIDV) posted an 8.95% year‑to‑date return, slightly outpacing the iShares Core MSCI EAFE ETF (IEFA) at 8.75%. XIDV follows VettaFi’s rules‑based dividend‑optimization index, targeting yields two to three times its parent benchmark without using...
Wealth Manager Bets Big on International ETF
Wealth manager Financial Council disclosed a $10.55 million purchase of 159,189 shares of the iShares MSCI ACWI ex U.S. ETF (ACWX) on Feb. 4, 2026, raising the fund to 5.65% of its reportable assets. The ETF posted a 1‑year total return of 35.4%,...
Mortgage Rates Hold Flat on Thursday Despite Lower Weekly Average
Mortgage rates for the standard 30‑year fixed loan remained unchanged on Thursday, keeping them near the lowest levels seen in over three years. Freddie Mac’s weekly survey, which averages rates from the previous Thursday through Friday, reports a three‑year low despite...
Ethiopia’s 2024 Petrol Ban Saves $5B, Fuels
Ethiopia didn’t ban petrol cars in 2024 to hug trees: Importing oil was bleeding them dry - costing over $5b/ year in precious foreign exchange From close to zero before the 2024 ban, EV sales now make up over 60% of...
Buybacks Drop as Capex Takes Priority, ESO Dilution Fades
There are two reasons why buybacks are falling and likely to fall more 1. CApex as a use of FCF is deemed more important than share count reduction or SBC dilution offset 2. To the extent stocks fade the ESO awards provided...
Power, Paranoia, and the People’s Liberation Army
The episode examines the recent high‑level purges within China’s People’s Liberation Army, focusing on the removal of veteran commander Zhang Youxia and what it reveals about Xi Jinping’s consolidation of power. Analysts discuss how these moves reflect deepening paranoia, potential...
Moncler Revenues Up 7% in Fourth Quarter on Strong Asia, Americas
Moncler reported a 7% rise in fourth‑quarter revenue at constant exchange rates, outpacing analyst forecasts, thanks to robust demand in Asia and the Americas. Full‑year revenue reached €3.13 billion, a 3% constant‑FX increase, while operating profit slipped marginally to €913.4 million. Founder...
Ausenco to Lead Feasibility Study at Ikkari Project
Rupert Resources has engaged Auscenco Engineering to head the feasibility study for the Ikkari gold project in northern Finland, a multi‑million‑ounce development slated for completion by mid‑2027. The study builds on recent optimisation work that delivered over 95% gold recoveries...
Just Bare® Delivers $1 Billion in Annual Retail Sales as Pilgrim’s Accelerates Momentum in Prepared Foods
Just Bare®, Pilgrim’s fast‑growing chicken brand, topped $1 billion in retail sales for 2025, marking a 45% year‑over‑year increase. The brand surged from 1% to 13% market share in the fully cooked chicken segment within three years, now leading sales pace...
Global Payments' Turnaround Gets Off on the Right Foot
Global Payments reported fourth‑quarter net revenue of $2.3 billion, a 6 % year‑over‑year increase, while net income fell to $217.5 million, missing consensus forecasts. The results sparked a 13 % surge in the stock as the company completed its Worldpay acquisition and announced a...
US Pending Home Sales Collapse To Lowest Level Since 2001
U.S. pending home sales have fallen to their lowest level since 2001, marking a sharp reversal that began in 2021 and accelerated through early 2026. The decline coincides with mortgage rates that remain well above historic averages, squeezing buyer affordability....
Inside the Rolling Layoffs at Jack Dorsey’s Block
Jack Dorsey’s Block announced a rolling layoff that could trim roughly 10% of its 11,000‑person workforce. The cuts are being framed as performance‑based, yet employees report a crumbling culture, heightened anxiety, and a mandatory shift to generative AI tools. Workers...
What We Learned at the African Union Summit and Munich Security Conference
The latest Devex podcast recapped the African Union Summit and the Munich Security Conference, highlighting the African Continental Free Trade Area’s ongoing tariff reductions to boost intra‑African trade. Discussions emphasized the creation of strategic mineral corridors, with U.S. officials promising...
ETF of the Week: Invesco S&P 500 Equal Weight ETF (RSP)
The latest "ETF of the Week" podcast highlighted Invesco's S&P 500 Equal Weight ETF (RSP), hosted by VettaFi’s Todd Rosenbluth and Chuck Jaffe. RSP follows an equal‑weight methodology, giving each S&P 500 constituent the same influence regardless of market cap....
PSECU $300 New Checking Account Bonus (Updated 2026)
Pennsylvania State Employees Credit Union (PSECU) is running a 2026 promotion that awards a $300 bonus to new checking account holders who meet specific criteria. Applicants must join the credit union (or its affiliated PRPS group) with a $10 fee,...
Why Trump Is Not to Blame for Europe’s Predicament | George Friedman
George Friedman argues that the United States should not be blamed for Europe’s security dilemma, emphasizing that both sides feel betrayed. He notes that Europe, a patchwork of nearly 50 nations, has the economic capacity to defend itself but lacks...
Canadian Large Cap Leaders Split Corp. Declares Distribution
Canadian Large Cap Leaders Split Corp. announced a cash distribution of $0.18 per Class A share, payable on March 13, 2026 to shareholders of record as of February 27, 2026. The company also offers a commission‑free Distribution Reinvestment Plan (DRIP) that lets Class A investors automatically...
Three-Step Tax Prep System for Multi-Stream Income
How I prep for tax season 💸🤓🇨🇦 (as an accountant with multiple income streams) Here’s my exact 3-step system:
Grey Swan Risks Amid Busy Global Macro Calendar
While I will keep an eye out for grey swans catalyzing (Iran and Supreme Court's decision on tariffs principally), the global macro docket picks up through Friday. Top event risk includes: Japan CPI; February PMIs; Mexico and Canada retail sales; US...
GXO Closes Out Record-Setting Revenue Year
GXO Logistics reported record revenue of $13.2 billion for 2025, a 13% increase year‑over‑year, with Q4 sales climbing 7.9% to $3.51 billion. Net income fell to $36 million for the full year, while quarterly profit was $43 million, reflecting higher investment in growth initiatives....
China Overtakes Germany as Leading Car Exporter, Threatening German Industry
Good piece "For not only has China’s market begun to dry up for Germany, big chunks of German industry now regard China as a direct threat to their interests" Great chart China is a much bigger net exporter (of cars) now than Germany...
McGough’s CVNA Sell Call Beats CNBC’s Coverage
Great SELL call by McGough @HedgeyeRetail on $CVNA that CNBC failed, once again, to cover
Toll Brothers Announces New Luxury Home Community Coming Soon to Webster, Texas
Toll Brothers announced its newest luxury community, Toll Brothers at Midline, in Webster, Texas. The development will feature 25 single‑family homes on 70‑foot‑wide lots, priced from the upper $600,000s and ranging from 3,386 to over 4,651 square feet. Site work...
AUD/USD Rally Pauses Near 2023 High, Streak Threatened
Australian Dollar Forecast: AUD/USD Rally Stalls Near 2023 High – Four-Week Streak at Risk https://t.co/srtBKcRq3k $AUDUSD Weekly Chart https://t.co/oGQK6Jc1uV
Discussing 2026 Credit Outlook, Including Private Credit
I will be joining @CNBC's @michaelsantoli this afternoon at 430p ET for a discussion of the credit markets--including, yes, private credit. Snip from our Outlook 2026. https://t.co/u8NP4oAYoL https://t.co/umYLiLDzTY
MoneyTalks: Rare Earths Disconnect Creates Opportunity in Small Caps
Rare earth prices have surged about 42% year‑to‑date, yet most junior stocks remain flat, creating a valuation disconnect. Acorn Capital’s Rick Squire sees this inefficiency as a buying opportunity for ASX‑listed explorers focused on low‑capex, fast‑track projects. He highlights ionic‑clay...
Copper Prices Jump 44% Year‑Over‑Year
Copper prices have surged to an average of $13,012/mt in January 2026 from $8,991/mt a year ago. That's a WHOPPING 44% INCREASE. BUY COPPER, WEAR DIAMONDS. https://t.co/FIhvIikhjQ