Company Overview - Varonis Systems, Inc. is a leading provider of data security and analytics software, serving over 2,400 employees and a global enterprise customer base [5] - The company's strategy focuses on enabling organizations to protect sensitive information, manage access, and comply with regulatory requirements through advanced, scalable solutions [5] - Varonis leverages proprietary technology and expertise to help clients address evolving data protection challenges in both on-premises and cloud environments [5] Financial Performance - As of February 17, 2026, Varonis reported a revenue of $623.53 million and a net income of ($129.32 million) [3] - The share price was $25.32, reflecting a one-year price change of -42.74%, underperforming the S&P 500 by 54.5 percentage points [3] Recent Transactions - American Capital Management increased its position in Varonis Systems by acquiring 137,233 shares during the fourth quarter of 2025, with an estimated transaction value of $5.76 million [2][8] - The value of the Varonis position at quarter-end fell by $29.34 million, which includes the impact of additional shares and changes in share price [2]

Ron Black said his unfair dismissal meant Imagination was unable to become a major tech player - David Rose A tech boss who was sacked by a British microchip company for blowing the whistle on a move to China has received a multimillion-dollar payout. Ron Black has received $2m (£1.5m) from Imagination Technologies after an employment tribunal declared he had been unfairly dismissed for whistleblowing. Mr Black was removed as Imagination’s chief executive in 2020 after alerting MPs to an attempted “coup ...

Core Insights - OpenAI is expanding its enterprise market strategy by collaborating with four major consulting firms to facilitate full-scale AI deployments for corporate clients [1][2] Group 1: Partnership and Strategy - The newly launched "Frontier Alliance" program is designed to integrate OpenAI's technology into core business processes, supported by BCG, McKinsey, Accenture, and Capgemini [2] - OpenAI's engineers will work directly with consulting teams to train staff and assist in AI implementation, addressing common obstacles to AI adoption [5][6] Group 2: Leadership and Vision - CEO Sam Altman has prioritized enterprise sales, and the hiring of former Slack CEO Denise Dresser as chief revenue officer reflects this focus [3] - Dresser emphasizes that enterprises require a clear path and support for adopting AI technology, moving beyond isolated pilot projects [4][6] Group 3: Technology and Implementation - The Frontier platform features a "context layer" to connect disparate corporate data and applications, enabling the creation of AI agents that can share skills and memory across workflows [5] - OpenAI's approach aims to help companies maintain existing systems while fostering closer research collaboration, differentiating it from competitors like Anthropic and Google [8]

2026 could be a massive year for initial public offerings, with AI leaders OpenAI and Anthropic considering public market debuts, along with Elon Musk's SpaceX. SpaceX has been in the news a lot recently. A Feb. 2 blog post from Elon Musk announced a private markets merger between SpaceX and xAI, Musk's AI company, along with Musk's description of his intention to launch AI data centers in space. Will AI create the world's first trillionaire? Our team just released a report on the one little-known compan ...

Corn price action is down fractionally to 1 1/2 cents so far on Monday morning. Futures were up 1 to 4 cents across the front months on Friday, as March was down 4 ¼ cents last week. Spillover support from gains in wheat was helping. Preliminary open interest was down 24,532 contracts on Friday, mostly in March, down 58,947 contracts. May was up 14,534 contracts. The CmdtyView national averageCash Corn price was up 1 3/4 cent to $3.94 1/4. With just a week left in the Crop Insurance price discovery, the av ...

Wheat is trading with 2 to 6 cent losses on Monday morning The wheat complex was in rally mode to round out the week. Chicago SRW futures posted 13 to 14 cent gains at the close, with March up 24 ¾ cents on the week. KC HRW futures were 6 to 9 cents higher on Friday, as March rallied 29 ¾ cents last week. MPLS spring wheat was 4 to 5 ½ cents in the green at the close, with the March rally at 15 ½ cents for the week. Export sales data from Friday morning showed 287,974 MT of wheat sold in the week of 2/12 ...

Soybeans are down 2 to 6 cents so far on Monday morning. Futures were down 3 to 4 cents in the front months, as March was up 4 ½ cents last week. Open interest was down 36,192 contracts in March on Friday, with the rest up 18,174 contracts. The cmdtyView national average Cash Bean price was up 7 1/2 cents at $10.76 1/2. Soymeal futures were up $5 to $5.30 in the front months, with March up  60 cents last week. Soy Oil futures were down 70 to 75 points with March up 184 points last week. We are closing in o ...

Key Takeaways Crypto investment funds saw $288 million in outflows last week, marking the fifth consecutive week of net selling and pushing year-to-date outflows to $4 billion. U.S. investors led the exodus with $347 million withdrawn, while Europe and Canada showed modest inflows of $59 million, highlighting a clear regional split in sentiment. Bitcoin funds recorded the largest outflows at $215 million amid very low trading volumes of $17 billion, the weakest since July 2025, signaling growing investo ...

Core Insights - A new Consumer Trends Tracker indicates a shift in U.S. household shopping habits due to tightening budgets, with mass-market retailers and dollar stores gaining popularity over traditional supermarkets [1] Group 1: Market Trends - Walmart's customer penetration reached 72% of U.S. households in December, marking the first time it has exceeded 70% since the tracker began [2] - Mass retailers have matched traditional grocers in overall penetration, highlighting a trend towards price-focused shopping [3] - Dollar stores have increased their penetration to 42%, surpassing warehouse clubs for the first time since August 2023, with Dollar General, Dollar Tree, and Family Dollar each gaining 4-6 percentage points year-over-year [4] Group 2: Consumer Sentiment - 57.4% of households reported they would struggle to cover an unexpected $400 expense, and 27.5% indicated they have skipped or reduced meal sizes for financial reasons, both figures showing an increase from the previous survey [5] - Consumers perceive food-at-home inflation at 19.6%, significantly higher than the official rate of 2.4%, with those earning under $50,000 estimating it at 23.6% [6] - The use of loyalty coupons has increased, with 47% of shoppers redeeming them most or all of the time, up 2.5% from August [6] Group 3: Technology Adoption - Only 15% of U.S. consumers utilized AI tools for grocery shopping in the past year, primarily for creating shopping lists or comparing prices [7]

Core Insights - Brown Capital Management's Small Company Fund underperformed in Q4 2025, with a decline of 1.50% compared to the Russell 2000® Growth index's gain of 1.22% [1] - The Fund's performance for the entire year of 2025 was down 11.46%, significantly lagging behind the Index's return of 13.01% [1] - The Fund's investment strategy is based on company fundamentals, which showed strong revenue and earnings growth in 2025 [1] Company Focus: Veeva Systems Inc. - Veeva Systems Inc. (NYSE:VEEV) is a technology company providing a cloud-based software platform for the life sciences industry, with a market capitalization of $29.64 billion [2] - The stock of Veeva Systems Inc. experienced a one-month return of -19.57% and a 52-week decline of 20.26% [2] - Veeva Systems was identified as a detractor from the Fund's performance in Q4 2025, despite its strong market position and innovative solutions in the life sciences sector [3] - The company's offerings include Veeva Customer Relationship Management (CRM) and Veeva Vault, which have established a dominant market position and present opportunities for growth in clinical applications [3] - Veeva's client base includes major global pharmaceutical companies such as GlaxoSmithKline, AstraZeneca, Eli Lilly, Merck, and Novartis [3]