Cantor Fitzgerald significantly expanded its stake in Bitcoin (BTC) mining and AI cloud firm IREN Ltd (Nasdaq: IREN). In a Feb. 17 filing with the U.S. Securities and Exchange Commission (SEC), the financial services firm reported purchasing 3,333,423 additional shares of IREN worth nearly $171.96 million based on average quarterly prices. The move increased the firm’s quarter-end IREN holding by roughly $124.65 million, underscoring Wall Street’s growing interest in AI cloud and virtual asset plays. Fo ...

Management is intentionally trading short-term profitability for long-term recurring revenue by aggressively investing in Club Member acquisition. The strategy is driven by a favorable ROI where the $34 average acquisition cost in Q4 is immediately offset by a $40 annual membership fee and $10 in transactional revenue. Revenue growth of 9% was supported by all reporting segments, though advertising and commerce experienced softness that management expects to persist into Q1 2026. The transition to a ...

Performance was driven by the power of the omnichannel model, with adjusted operating income growing at over twice the rate of sales growth in the fourth quarter, marking the third consecutive year that profit growth outpaced sales growth. Management attributed market share gains to households earning over $100,000, while noting that lower-income wallets remain stretched and focused on convenience alongside price. Strategic positioning is shifting toward 'agentic commerce,' utilizing AI assistants lik ...

The US Feb Philadelphia business outlook survey unexpectedly rose +3.7 to a 5-month high of 16.3, stronger than expectations of a decline to 7.5.US weekly initial unemployment claims fell -23,000 to a 5-week low of 206,000, showing a stronger labor market than expectations of 225,000.Hawkish comments on Thursday from Fed Governor Stephen Miran were bearish for stocks, as he said he now sees a "less accommodative" interest rate path, given that US employment has held up better than anticipated and goods infl ...

Achieved 6.2% organic revenue growth in 2025 by aligning services with global megatrends including the energy transition, digitalization, and sustainability requirements. Expanded adjusted EBITDA margins by 300 basis points to 25.9%, significantly exceeding long-term targets through improved laboratory utilization and technology-enabled employee productivity. Navigated geopolitical uncertainties and trade policy shifts by leveraging a diversified global footprint and the essential nature of safety cer ...

Management is pivoting to a high-growth phase, raising long-term EPS targets to 6% to 8% plus through 2030, fueled by a 20% increase in total peak system demand from four new data center projects. The 2025 financial performance fell short of guidance due to uncontrollable factors, specifically unfavorable weather patterns and weak industrial demand, which management could not fully offset despite cost mitigation efforts. The newly approved Large Load Power Service (LLPS) tariffs in Kansas and Missouri ...

The acquisition of 101,000 railcars from Wells Fargo Rail effectively doubles GATX's North American fleet to 208,000 cars, managed under a single commercial umbrella to provide seamless customer service. Management attributes the 11% EPS growth in 2025 to robust secondary market demand and record performance in the engine leasing segment, which saw its strongest growth to date. The North American rail market is characterized as 'supply-led,' where low new car production and steady scrapping are drivin ...

Management attributes performance to a diversified fleet strategy across three segments, which provides optionality to wait for reasonable returns rather than accepting sub-optimal long-term charters. The company is navigating a 'new world order' where trade is increasingly used as a tool of national policy, prioritizing strategic supply chain control over pure efficiency. Geopolitical tensions and regional conflicts are explicitly cited as drivers for increased voyage distances, costs, and transit ti ...

Management believes fiscal 2026 marks the bottom of the current cycle, citing stabilization in North American large ag and robust growth in construction markets. Performance beat was primarily driven by higher-than-planned shipment volumes and operational efficiencies that offset significant incremental tariff expenses of approximately $1.2 billion. Strategic underproduction in fiscal 2025 successfully cleared the trade ladder, with late-model used tractor inventory declining over 40% from its 2025 pe ...

Achieved record enterprise momentum in 2025, closing more million-dollar-plus deals than in 2023 and 2024 combined, driven by the shift toward cloud-based AI customer experience stacks. Attributed strong enterprise voice growth of 21% to rapid value realization, with the 2025 customer cohort already contributing 15% of total enterprise revenue. Positioned the Bandwidth Communications Cloud and Maestro software as essential orchestration layers that allow enterprises to manage shifting AI models across ...