It would be only a technicality if the impact isn't included as part of the adjusted EPS estimate, but even that could still have a bearing on sentiment and the stock's price. Along with increased ...

Oakmark Japan Strategy portfolio's return was 0.69% (net) for the reporting period versus MSCI Japan Index (net) that ...

IREN pivots from Bitcoin mining to AI cloud, targeting 140K GPUs and a $9.7B Microsoft deal. Click here to know more.

But so far price action has been muted for the most part. Yes, there is noise from increased volatility as rotation takes ...

Gator Capital Management outperformed benchmarks in Q4 2025. Explore our thesis on TFS Financial and review our latest ...

Halozyme Therapeutics is entering a powerful earnings inflection. FY25 revenue grew 38% to $1.397 billion. Check out why I am bullish on HALO stock.

Smith & Wesson (SWBI) looks undervalued after a cyclical trough—9% normalized FCF yield and 37% upside to $16.06. Read more macro analysis here.

The early-February equity volatility may give insights into the expected long-run effects of AI on the economy. Read more ...

Anthropic may pay Amazon, Google, and Microsoft up to a total $6.4B in revenue share if their customers buy the company's AI models.

When Newmont ( NEM) reports its fourth-quarter earnings on Thursday, Wall Street expects the world's biggest gold miner to post EPS of $2.02, implying a rise of 44.3%, while revenue is expected to ...

The International Developed Markets Equity composite returned 4.9% gross of fees in the fourth quarter, not far behind the ...

Q4 2025 Earnings Call February 18, 2026 8:30 AM ESTCompany ParticipantsGregory Zikos - CFO & DirectorConference ...