PresentationBrandon OglenskiBarclays Bank PLC, Research Division Good afternoon, everyone. We're going to get this keynote lunch started here. So appreciate everyone coming down to Barclays 43rd Annual Industrial Select Conference. This is our third day. So thank you for making it through. It's been a very eventful conference again. I'm Brandon Oglenski, airline and transport analyst. But I just wanted to very quickly thank our corporate access and event marketing teams. There's a lot of folks that work aro ...

Charles Rotblut, CFA is the editor of the AAII Journal, the flagship publication of The American Association of Individual Investors (AAII). Charles provides both insight about individual investor sentiment and market analysis. He is also the author of "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio" (W&A Publishing/Trader's Press).Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Microsoft Corporation ( MSFT ) reported Q2 earnings that beat analyst estimates on the top and bottom lines. The stock price, however, tanked, driven by concerns on AI capital expenditures and slowing growth for Azure. In this report, I discussDhie ...

Hanizam/iStock via Getty Images The following segment was excerpted from the First Eagle Small Cap Opportunity Fund Q4 2025 Commentary. Small Cap Opportunity Fund A Shares (without sales charge*) posted a return of 1.71% in fourth quarter 2025. Healthcare, materials and information technology were ...

Core Insights - Equinix, Inc. (EQIX) reported a Q4 for FY'25 that fell short of revenue and earnings expectations, although the overall FY'25 performance was strong with significant revenue growth [1] Financial Performance - Q4 results missed both revenue and earnings expectations, indicating potential challenges in the short term [1] - Despite the Q4 miss, the full year FY'25 numbers were described as great, suggesting robust overall growth for the company [1] Investment Philosophy - The company is characterized by disciplined capital allocation and exceptional returns on capital, which are key factors for long-term investment potential [1]

PresentationDerek Well, welcome everyone on the last day of our Barclays Industrial Conference. I really appreciate everyone being here. And I'm incredibly excited to host David Sewell and Mike Leithead from Solstice, a new company in our space, and it's a company that has got off to a phenomenal start. So huge congratulations on your latest earnings and obviously, the market reaction. So thanks so much for being here with us. ...

Question-and-Answer SessionSo if we think about it, we're 253 days from your IPO. And I guess it goes back to the founding principles. Why did you found Voyager and kind of what is your broader mission? Often we lose that as outsiders looking in. So I would love to hear that.Dylan TaylorCo-Founder, Chairman & CEO Yes, yes. Well, I appreciate the question. So yes, the thesis when we founded Voyager, we saw an opportunity really within the A&D space. At the top of the market, you had the primes, very lovable ...

Market Overview - The stock markets have not shown significant movement in 2026, with the S&P 500 remaining flat year-to-date [1] - Technology stocks have experienced even worse performance compared to the broader market [1] Analyst Profile - Manika is a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [1] - She operates the profile Long Term Tips (LTT), focusing on generational opportunities in the green economy [1] - Her investing group, Green Growth Giants, delves deeper into opportunities within the green economy segment [1]

Get All The ReFa/Ro Dividend Dog StoriesClick here to subscribe to The Dividend Dogcatcher. Get more information, the follow-up to this article, and a free two-week trial.Catch A Dog On Facebook at 9:45 AM on the morning of every NYSE trade day on Facebook/Dividend Dog Catcher. A Fredrik Arnold live video highlights a portfolio candidate in the Underdog Daily Dividend Show!Root for the Underdog. Comment below on all your favorite, least favorite, or curiosity stock tickers (and include the tickers in your c ...

PresentationUnknown Analyst Good morning. It's a pleasure today to welcome Reckitt back to CAGNY. Today, we have CEO, Kris Licht; and CFO, Shannon Eisenhardt, with us. Reckitt has been on an incredible journey since he last joined the CAGNY stage in 2024. First, in announcing a strategy update that very summer and then successfully delivering against that plan and exceeding it with asset sales, productivity savings, strong performance in core Reckitt and home to many of the brands that we know near and dear ...