reports
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 Amkor Technology, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 February 2026 in which we reassessed the appropriateness of the ratings in the co...
ADT Announces Grants of Inducement Equity Awards
ADT Announces Grants of Inducement Equity Awards BOCA RATON, Fla., Feb. 27, 2026 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT) today announced that its board of directors has approved the grant of equity awards in connection with ADT’s acquisition of Origin Wireless, Inc., a privately held company that specializes in AI-enabled WiFi sensing technology (“Origin”), in reliance on the employment inducement awards exemption under the NYSE’s Listed Company Manual Rule 303A.08. The board approved the grant of equity awards representing 8,070,357 shares of ADT common stock in the form of restricted ...
Moody's Ratings revises Laboratory Corporation of America Holdings' ou...
Moody's Ratings (Moody's) affirmed Laboratory Corporation of America Holdings' ("Labcorp") Baa2 backed senior unsecured debt ratings. At the same time, we revised the outlook to positive from stable. The revision of outlook to positive reflects rising potential for an upgrade if the company contin...
- Pierre FerraguÊ
The Citrini report: a revival of Marxism.
The Citrini report is an interesting thought experiment. It qualifies fully as neo-marxist, calling for the tendency of profit rates to fall. Like Marx 165 years ago, the authors are nevertheless getting a couple of things wrong. Click the link below for our thoughts and our perspective on the matter.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
ASM ASM INTERNATIONAL N.V.
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ARM APPLE INC.
AAPL US ARM HOLDINGS PLC
APPLE INC
Bread Financial Announces $600 Million Increase in Share Repurchase Au...
Bread Financial Announces $600 Million Increase in Share Repurchase Authority COLUMBUS, Ohio, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Bread Financial Holdings, Inc. (NYSE: BFH) (“Bread Financial” or the “Company”) today announced that its Board of Directors (the “Board”) has approved a $600 million increase to the Company’s existing share repurchase authorization. As of December 31, 2025, the Company had $240 million remaining on its open share repurchase authorization. The Company made an additional $75 million of repurchases to-date during 2026, meaning that $165 million of share repurchase c...
- Pierre FerraguÊ
Bible 4Q25 – Ride-Sharing & Delivery: Accelerating into 2026; robotaxi...
Today, we are publishing the Ride-sharing and delivery section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Smartphones, Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. Ri...
Freeport-Mcmoran Inc: 1 director
A director at Freeport-Mcmoran Inc sold/sold after exercising options 29,654 shares at 63.000USD and the significance rating of the trade was 75/100. 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 direct...
ADT, Origin AI and Verisure Sign Long-Term Commercial Agreement to Sca...
ADT, Origin AI and Verisure Sign Long-Term Commercial Agreement to Scale AI-Driven Security Long-term agreement between ADT, Origin AI and Verisure to accelerate global deployment of Origin AI’s AI sensing technology BOCA RATON, Fla. and GENEVA, Feb. 24, 2026 (GLOBE NEWSWIRE) -- (NYSE: ADT), Origin AI and (Nasdaq Stockholm: VSURE) today announced a five-year renewable commercial agreement under which Verisure will continue to license Origin AI’s proprietary AI sensing technology. The agreement follows ADT’s acquisition of Origin AI. Together, ADT and Verisure represent two of the worl...
ADT Acquires Origin AI to Power AI Sensing and Ambient Intelligence fo...
ADT Acquires Origin AI to Power AI Sensing and Ambient Intelligence for the Home By bringing Origin AI’s real-time AI sensing platform into the ADT ecosystem, ADT advances proactive, intelligence-driven home protection, and broader smart home use cases BOCA RATON, Fla., Feb. 24, 2026 (GLOBE NEWSWIRE) -- (NYSE: ADT), a leading provider of security, interactive, and smart home solutions serving residential and small business customers in the U.S., today announced it has acquired (d/b/a “Origin AI” and “Origin”), bringing Origin’s AI sensing platform and related intellectual property int...
Gentex Announces First Quarter 2026 Cash Dividend
Gentex Announces First Quarter 2026 Cash Dividend ZEELAND, Mich., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Gentex Corporation (NASDAQ: GNTX), the Zeeland, Michigan-based supplier of digital vision, connected car, dimmable glass, fire protection technologies, medical devices, and consumer electronics, today announced that its Board of Directors recently declared a quarterly cash dividend of $0.12 (12 cents) per share that will be payable April 22, 2026, to shareholders of record of the common stock at the close of business on April 8, 2026. About the CompanyFounded in 1974, Gentex Corporation (T...
- Gary Brode
Aercap Holdings NV: 2 directors
A director at Aercap Holdings NV sold 1,000 shares at 152.560USD and 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 company's directors over the last two years clea...
ADT to Release Fourth Quarter and Full Year 2025 Results on Monday, Ma...
ADT to Release Fourth Quarter and Full Year 2025 Results on Monday, March 2 BOCA RATON, Fla., Feb. 17, 2026 (GLOBE NEWSWIRE) -- (NYSE: ADT) will release its fourth quarter and full year 2025 financial results before the market opens on Monday, March 2, 2026. Following the release, management will host a conference call at 10 a.m. ET to discuss these financial results and lead a question-and-answer session. Participants may listen to a live webcast through the investor relations website at . A replay of the webcast will be available on the website within 24 hours of the live event. Alte...
- Pierre FerraguÊ
Carlisle Companies Inc: 1 director
A director at Carlisle Companies Inc sold/sold after exercising options 6,049 shares at 417.356USD and the significance rating of the trade was 78/100. 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 dire...
Thermo Fisher Scientific Inc: 1 director
Two Directors at Thermo Fisher Scientific Inc sold 413 shares at between 0.000USD and 541.200USD. The significance rating of the trade was 50/100. 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...
Generac Reports Fourth Quarter and Full-Year 2025 Results
Generac Reports Fourth Quarter and Full-Year 2025 Results Data center opportunities and assumed recovery in power outage environment support expectations for strong sales growth in 2026 WAUKESHA, Wis., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Generac Holdings Inc. (NYSE: GNRC) (“Generac” or the “Company”), a leading global designer and manufacturer of energy technology solutions and other power products, today reported financial results for its fourth quarter and full-year ended December 31, 2025 and initiated its outlook for the full-year 2026. Fourth Quarter 2025 Highlights Net sal...
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
LYFT LYFT
PINS PINTEREST INC. CLASS A
DT DYNATRACE INC.
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
STX INC.
CCSI SEAGATE TECHNOLOGY HLDGS PLC
GFS CONSENSUS CLOUD SOLUTIONS INC
GMTX GLOBALFOUNDRIES INC
DNTH GEMINI THERAPEUTICS INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.
- 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.
Bread Financial Provides Performance Update for January 2026
Bread Financial Provides Performance Update for January 2026 COLUMBUS, Ohio, Feb. 10, 2026 (GLOBE NEWSWIRE) -- (NYSE: BFH), a tech-forward financial services company that provides simple, personalized payment, lending, and saving solutions to millions of U.S. consumers, provided a performance update. The following tables present the Company’s Net principal loss rate and Delinquency rate for the periods indicated: For themonth endedJanuary 31, 2026 For themonth endedJanuary 31, 2025 (dollars in millions)End-of-period credit card and other loans$18,386 $18,366 Average credit card and oth...
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