reports
- Pierre FerraguÊ
Grasping the AI Infra buildout (III): Who will pay for cloud?
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we will try to address all these questions in a series of one-sliders. We follow-up today with the third analysis. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as we progress in this work.
- Pierre FerraguÊ
Grasping the AI Infra buildout (II): How is it financed?
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and the underlying or prospective business model. As GTC approaches, we will try to address all these questions in a series of one-sliders. We follow-up today with the second analysis.
Servicenow Inc: 1 director
Two Directors at Servicenow Inc sold/bought 28,750 shares at between 0.000USD and 104.597USD. The significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ove...
- Pierre FerraguÊ
Grasping the AI Infra buildout (I): Who builds what, for whom?
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and the underlying or prospective business model. As GTC approaches, we will try to address all these questions in a series of one-sliders. We kick things off with the baseline: Who builds what, for whom? Enjoy, and stay tuned for the rest of the series.
Ryman Hospitality Properties, Inc. Provides Investor Presentation Ahea...
Ryman Hospitality Properties, Inc. Provides Investor Presentation Ahead of Upcoming Institutional Investor Conferences NASHVILLE, Tenn., March 02, 2026 (GLOBE NEWSWIRE) -- Ryman Hospitality Properties, Inc. (NYSE: RHP) (the “Company”), a leading lodging and hospitality real estate investment trust that specializes in group-oriented, upscale convention center resorts and country music entertainment experiences, today provided an investor presentation ahead of its participation in two upcoming institutional investor conferences: Raymond James & Associates’ 47th Annual Institutional Investor...
Brink's Announces Fourth-Quarter and Full-Year 2025 Results
Brink's Announces Fourth-Quarter and Full-Year 2025 Results Fourth quarter revenue growth of 9% with organic growth of 5% Accelerating AMS/DRS fourth quarter organic growth to 22%Record 2025 cash generation with cash from operations of $640M and free cash flow of $436M Reduced net debt leverage to 2.7x Adjusted EBITDA RICHMOND, Va., Feb. 26, 2026 (GLOBE NEWSWIRE) -- The Brink’s Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions (DRS), and ATM managed services (AMS), today announced fourth-quarter and full-year 2025 results. Mark Eub...
Brink’s to Acquire NCR Atleos for $6.6 Billion, Creating Leading Finan...
Brink’s to Acquire NCR Atleos for $6.6 Billion, Creating Leading Financial Technology Infrastructure Company Cash and stock transaction combines two complementary trusted and globally recognized financial technology infrastructure providers to better serve banking and retail customers Positioned to accelerate Brink’s growth in high-margin AMS and DRS businesses by expanding into large, under-penetrated addressable markets Expected to deliver at least 35% accretion to EPS, while generating strong cash flow with an estimated $200 million in annual run-rate cost synergies RICHMOND, Va. and ...
WEX Inc: 2 directors
Two Directors at WEX Inc sold/sold after exercising options 7,451 shares at between 149.950USD and 150.221USD. The significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the compan...
Ryman Hospitality Properties, Inc. Announces Pricing of $700 Million o...
Ryman Hospitality Properties, Inc. Announces Pricing of $700 Million of Senior Notes Due 2034 NASHVILLE, Tenn., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Ryman Hospitality Properties, Inc. (NYSE: RHP) (the “Company”) announced today that its subsidiaries, RHP Hotel Properties, LP (the “Operating Partnership”) and RHP Finance Corporation (together with the Operating Partnership, the “Issuers”), successfully priced the private placement of $700 million aggregate principal amount of 5.750% senior notes due 2034 (the “Notes”). The Notes will be senior unsecured obligations of the Issuers and guarante...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of WEX Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 19 February 2026 in which we reassessed the appropriateness of the ratings in the context of the r...
Ryman Hospitality Properties, Inc. Announces Proposed $700 Million Sen...
Ryman Hospitality Properties, Inc. Announces Proposed $700 Million Senior Notes Offering NASHVILLE, Tenn., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Ryman Hospitality Properties, Inc. (NYSE: RHP) (the “Company”) announced today that its subsidiaries, RHP Hotel Properties, LP (the “Operating Partnership”) and RHP Finance Corporation (together with the Operating Partnership, the “Issuers”), intend to offer, in a private placement, subject to market and other conditions, $700 million aggregate principal amount of senior notes due 2034 (the “Notes”). The Notes will be senior unsecured obligations of ...
onsemi to Host Financial Analyst Day
onsemi to Host Financial Analyst Day SCOTTSDALE, Ariz., Feb. 24, 2026 (GLOBE NEWSWIRE) -- (the “Company”) (Nasdaq: ) today announced it will host its Financial Analyst Day on September 16, 2026 in New York City, NY. The event will feature presentations from onsemi’s executive leadership team to provide updates on the company strategy, strategic growth initiatives, latest innovations, and its long-term financial plan. Attendance for this event is by invitation only. Invitations and additional information will be sent out at a later date. A copy of the presentation materials and a live w...
Ryman Hospitality Properties, Inc. Reports Fourth Quarter and Full Yea...
Ryman Hospitality Properties, Inc. Reports Fourth Quarter and Full Year 2025 Results NASHVILLE, Tenn., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Ryman Hospitality Properties, Inc. (NYSE: RHP), a leading lodging real estate investment trust (“REIT”) specializing in group-oriented, destination hotel assets in urban and resort markets, today reported financial results for the three and twelve months ended December 31, 2025. Fourth Quarter 2025 Highlights and Recent Developments: The Company reported all-time quarterly record consolidated revenue of $737.8 million, driven by quarterly record same-s...
Brink’s Announces Adrian Button as EVP and President, Brink’s North Am...
Brink’s Announces Adrian Button as EVP and President, Brink’s North America (NA) RICHMOND, Va., Feb. 16, 2026 (GLOBE NEWSWIRE) -- The Brink’s Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions (DRS), and ATM managed services (AMS), today announced that Adrian Button has been appointed executive vice president and president, Brink’s North America, effective immediately. Adrian will join the executive leadership team and report directly to Mark Eubanks, president and chief executive officer. Adrian brings more than 30 years of global op...
Brink’s Schedules Fourth-Quarter and Full Year 2025 Earnings Release a...
Brink’s Schedules Fourth-Quarter and Full Year 2025 Earnings Release and Conference Call for February 26, 2026 RICHMOND, Va., Feb. 12, 2026 (GLOBE NEWSWIRE) -- The Brink’s Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services, will host a conference call on Thursday, February 26, at 4:30 p.m. (EDT) to review fourth-quarter and full year 2025 financial results, which will be released after 4:00 p.m. (EDT). The conference call can be accessed by calling 888-349-0094 (in the U.S.) or 412-902-0124 (international). P...
- Pierre FerraguÊ
Energy storage for AI datacenters: $12-40bn deployment opportunity in ...
Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.
onsemi Reports Fourth Quarter and Full Year 2025 Results
onsemi Reports Fourth Quarter and Full Year 2025 Results Returned $1.4 billion of 2025 Free Cash Flow through share repurchases SCOTTSDALE, Ariz., Feb. 09, 2026 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced its fourth quarter and fiscal year 2025 results: Results Highlights: Fourth quarter revenue of $1,530 millionFourth quarter GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2%, respectivelyFourth quarter GAAP operating margin and non-GAAP operating margin of 13.1% and 19.8%, respectivelyFourth quarter GAAP diluted earnings per share and non-GAAP...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
PEP PEPSICO INC.
ATNI ATN INTERNATIONAL INC.
AMN AMN HEALTHCARE SERVICES INC.
VZ VERIZON COMMUNICATIONS INC.
TNET TRINET GROUP INC.
T AT&T INC.
SM SM ENERGY COMPANY
RHI ROBERT HALF INTERNATIONAL INC.
POST POST HOLDINGS INC.
NSP INSPERITY INC.
LAND GLADSTONE LAND CORP.
GIS GENERAL MILLS INC.
FLO FLOWERS FOODS INC.
EPC EDGEWELL PERSONAL CARE CO.
DECK DECKERS OUTDOOR CORPORATION
CVX CHEVRON CORPORATION
CPA COPA HOLDINGS S.A. CLASS A
COG CABOT OIL & GAS CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CAG CONAGRA BRANDS INC.
BEN FRANKLIN RESOURCES INC.
ASC ARDMORE SHIPPING
TMP TELEMEDYCYNA POLSKA
ARC AUSTRALIAN RURAL CAPITAL
AAOI APPLIED OPTOELECTRONICS INC.
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
OPY OPPENHEIMER HOLDINGS INC. CLASS A
JBSS JOHN B. SANFILIPPO & SON INC.
CNX CNX RESOURCES CORPORATION
ASGN ASGN INC
AX AXOS FINANCIAL INC.
RRBI RED RIVER BANCSHARES
CARE CARTER BANKSHARES INC
GE GENERAL ELECTRIC CO.
AVBH AVIDBANK HLDGS INC
MPTI M TRON INDUSTRIES INC
PKST PEAKSTONE REALTY TRUST
TOYO TOYO CO LTD
AEBI AEBI SCHMIDT HOLDING AG
SNDK SANDISK CORP
PBCO PBCO FINANCIAL CORP COM
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