Core Insights - The company reported a pre-tax income of $113 million for Q4 2025, down from $134 million in Q4 2024, with a full-year pre-tax income of $561 million compared to $584 million in 2024, reflecting a decline of 4% [1] - Net income for Q4 2025 was $81 million or $8.65 per share, compared to $111 million or $11.56 per share in Q4 2024, with full-year net income at $419 million or $44.44 per share, down from $462 million or $48.22 per share in 2024 [1] - The increase in effective tax rate was a primary driver for the decline in net income, as detailed in the 10-K filing [1] Petroleum Additives Segment - Sales for petroleum additives in Q4 2025 were $585 million, down from $626 million in Q4 2024, with operating profit at $107 million compared to $136 million in the same period last year [1] - For the full year, petroleum additives sales were $2.5 billion, down from $2.6 billion in 2024, with operating profit decreasing to $520 million from $592 million [1] - Shipment volumes declined by 6% in Q4 and 4.9% for the full year, attributed to market softness and lower selling prices [1] Specialty Materials Segment - Specialty materials sales for Q4 2025 were $49 million, up from $27 million in Q4 2024, with operating profit increasing to $7 million from approximately $2 million [1] - Full-year sales for specialty materials reached $182 million, compared to $141 million in 2024, with operating profit rising to $47 million from $17 million [1] - The growth in specialty materials was driven by higher volume demand at AMPAC and the acquisition of Calca Solutions, with a commitment of approximately $1 billion to this segment [1] Financial Performance and Shareholder Returns - The company generated solid cash flows in 2025, returning $183 million to shareholders through share repurchases of $77 million and dividends of $106 million [1] - Total debt was reduced by $88 million compared to 2024, with a net debt to EBITDA ratio of 1.1 times, down from 1.2 at the end of 2024 [1] - The strong cash flow performance supports continued investment in growth, efficiency, acquisitions, and shareholder returns [1]

Group 1: Apple’s Capital Expenditure Strategy - Apple Inc. is significantly reducing its capital expenditure, cutting it by 19% year-over-year to $2.37 billion, while other major tech companies are collectively committing around $700 billion in capex over the next year [1][2] - Apple's full-year capital expenditure was $12.72 billion, which is less than what Amazon plans to spend in a single quarter [2] - CEO Tim Cook emphasized a prudent and deliberate approach to expenditure, relying on on-device processing and "private cloud compute" to avoid the massive server costs that burden its rivals [4] Group 2: Market Reactions and Predictions - The market is beginning to question the aggressive spending strategies of other tech giants, as seen with Amazon's $200 billion capex guidance leading to an 8% stock drop, and Alphabet's plans causing a 6% decline [3] - Prediction markets indicate skepticism regarding Apple's restrained spending strategy, with Apple valued at just 14 cents in a market predicting the largest company by the end of December 2026, compared to Nvidia at 44 cents and Alphabet at 33 cents [5] - Despite speculation about a leadership change, traders give Tim Cook a 69% chance of remaining CEO through 2027, suggesting that a reversal in strategy is unlikely [6]

Market Overview - U.S. stocks showed mixed performance with the Dow Jones index increasing by approximately 0.1% on Tuesday, reaching 49,529.45, while the NASDAQ decreased by 0.03% to 22,540.83, and the S&P 500 rose by 0.04% to 6,838.63 [1] - Financial shares experienced a gain of 1% on Tuesday, while materials stocks fell by 1.5% [1] Economic Indicators - The NY Empire State Manufacturing Index decreased to 7.1 in February from 7.7 in the previous month, which was also below market estimates of 7 [2][6] Commodity Market - In commodity trading, oil prices increased by 0.9% to $63.47, while gold prices decreased by 2.1% to $4,940.70. Silver fell by 5.1% to $73.99, and copper dropped by 2.3% to $5.6675 [3] European Market Performance - European shares displayed mixed results, with the eurozone's STOXX 600 declining by 0.2%, while Spain's IBEX 35 Index rose by 0.1%. London's FTSE 100 gained 0.2%, Germany's DAX fell by 0.2%, and France's CAC 40 dipped by 0.3% [4] Asian Market Performance - Asian markets closed with mixed results, as Japan's Nikkei fell by 0.42%, while India's BSE Sensex increased by 0.21% [5] Employment Data - U.S. private employers added an average of 10,250 jobs per week during the four weeks ending January 31, compared to 7,750 in the prior period, indicating a positive trend in employment [6]

Earnings Reports Overview - The fourth-quarter earnings season is nearing its end, with several significant reports from retail, energy, and tech companies expected this week [1] - Key companies reporting include Palo Alto Networks, Carvana, Walmart, and Opendoor Technologies [1][2][4][7] Company-Specific Insights - **Palo Alto Networks**: Expected to report earnings of 94 cents per share on revenue of $2.58 billion [1] - **Carvana**: Anticipated to report quarterly earnings of $1.10 per share on revenue of $5.26 billion, despite concerns over a short-seller report alleging accounting irregularities [3] - **Walmart**: Projected to report earnings of 72 cents per share on revenue of $190.24 billion, with a focus on high-margin segments like advertising and e-commerce [4] - **Opendoor Technologies**: Investors are looking for updates on turnaround plans and progress toward 2026 profitability, particularly regarding gross margins and the AI-driven "capital-light" platform [7]

Core Insights - The company expects to complete conditional Marketing Authorization Application submissions to the U.K. and European regulatory agencies by the end of Q1 2026 [1] - Additional biomarker data from the Human Metastatic Osteosarcoma Program is set to be released in Q1 2026, which aims to support the use of biomarkers as surrogate endpoints for clinical efficacy [2] - The company acquired listeria-based assets from Ayala Pharmaceuticals in April 2025, and Ayala has since liquidated its shares in the company [3] Technical Analysis - The stock is currently trading 8.0% below its 20-day simple moving average and 15.0% below its 100-day simple moving average, indicating short-term weakness [4] - Over the past 12 months, shares have decreased by 38.07%, reflecting ongoing challenges for the company [4] - The RSI is at a neutral level, and MACD is also neutral, suggesting mixed momentum for the stock [5] Analyst Consensus & Recent Actions - The stock carries a Buy Rating with an average price target of $18.25, with recent analyst moves maintaining a target of $20 [6] - OS Therapies shares were up 2.46% at $1.25 during premarket trading [6] - Key resistance is identified at $1.50 and key support at $1.12 [6]

TORONTO, Feb. 17, 2026 /CNW/ - Dynamic today announced the February 2026 cash distributions for the Dynamic Active ETFs and ETF series units of certain Dynamic Funds (ETF Series) listed on the TSX, which pay on a monthly basis. Unitholders of record on February 24, 2026, will receive cash distributions for the respective Dynamic Active ETFs and ETF Series payable on February 27, 2026. The details of the cash distribution amounts per unit are as follows:For more information about the Dynamic Active ETFs and ...

As of Feb. 17, 2026, three stocks in the financial sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.Here's the latest list of major overbought players in this sector.Woori Financial Group Inc (NYSE:WF)KB Financial Group Inc (NYSE:KB)Janus Henderson Group PLC (NYSE:JHG)Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and see how they compare.Photo via Shutterstock ...

Palo Alto Networks, Inc. (NASDAQ:PANW) will release earnings results for its second quarter, after the closing bell on Tuesday, Feb. 17.Analysts expect the Santa Clara, California-based company to report quarterly earnings at 94 cents per share, up from 81 cents per share in the year-ago period. The consensus estimate for Palo Alto's quarterly revenue is $2.58 billion, versus $2.26 billion a year earlier, according to data from Benzinga Pro.According to recent news, Palo Alto Networks, on Feb. 11, said that ...

Palo Alto Networks, Inc. (NASDAQ:PANW) will release earnings results for its second quarter, after the closing bell on Tuesday, Feb. 17.Analysts expect the Santa Clara, California-based company to report quarterly earnings at 94 cents per share, up from 81 cents per share in the year-ago period. The consensus estimate for Palo Alto's quarterly revenue is $2.58 billion, versus $2.26 billion a year earlier, according to data from Benzinga Pro.According to recent news, Palo Alto Networks, on Feb. 11, said that ...

Core Viewpoint - Molina Healthcare Inc. experienced a significant stock decline following a fourth-quarter earnings miss, reporting an unexpected adjusted loss of $2.75 per share compared to Wall Street's expectation of a profit of $0.34, leading to a more than 30% drop in stock price in a single session [2][4]. Financial Performance - The fourth-quarter loss was primarily due to $2.00 per share in unfavorable retroactive revenue adjustments in California and rising medical costs in Medicare and Marketplace segments [5]. - The stock is down 24.16% year-to-date, with a 49.60% decline over the past year, while the S&P 500 has only decreased by 0.33% during the same period [6]. Technical Indicators - Following the earnings report, Molina's stock momentum score fell from 14.04 to 5.72, indicating a significant deterioration in technical indicators [3]. - The stock maintains a weaker price trend across long, short, and medium terms, despite having a strong value ranking according to Benzinga's Edge Stock Rankings [3]. Investor Sentiment - Michael Burry, known for his "Big Short" investment strategy, has reaffirmed a contrarian position in Molina, despite facing a 27% loss on his estimated purchase price, arguing that the market's reaction is excessively negative [4]. Future Outlook - CEO Joseph Zubretsky has described 2026 as a "trough year" for margins, projecting an adjusted EPS of at least $5.00, which is significantly lower than previous forecasts, as the company transitions away from traditional Medicare Advantage products [5].