Discount retailer Lidl has outlined plans to add 16 supermarkets in Northern Ireland by 2032, taking its regional network to more than 60 outlets. According to a BBC report, the expansion is projected to contribute around £475m ($644.6m) a year to the local economy and lift Lidl’s Northern Ireland workforce to approximately 2,400. The discounter currently employs 1,400 people in the region and accounts for close to 10% of the grocery market there. The report also indicated that developing the new store ...

Good morning, everyone, and thank you for joining us as we review our fourth quarter and full year 2025 results, which met or exceeded the outlook we provided in late October. I'll start with a high level view of the year, provide some context around the environment we operated in, and then talk about how our strategy and execution position us as we move into 2026. 2025 was a year that required balance, discipline, and focus. The retail and consumer environment remain challenging, particularly in the catego ...

Core Insights - U.S. factory production saw a significant increase of 0.6% in January, marking the largest gain in 11 months, following a stagnant December [1][2] - The manufacturing sector, which constitutes 10.1% of the economy, experienced a year-over-year production increase of 2.4% in January [2] - The rise in factory output was broad-based, with durable goods manufacturing output rising by 0.8% and nondurable goods output increasing by 0.4% [4] Manufacturing Sector Performance - Economists had anticipated a production increase of 0.4%, while December's output was revised to a 0.2% rise [2] - Durable goods categories such as machinery, computer and electronic products, and motor vehicles saw notable gains, with motor vehicles and parts rising for the first time since August [4] - Nondurable goods production was bolstered by increases in paper, chemicals, and rubber products [4] Industrial Production Overview - Overall industrial production advanced by 0.7% in January, following a 0.2% increase in December, with a year-over-year growth of 2.3% [5] - Mining output decreased by 0.2%, while utilities production increased by 2.1% due to cold weather conditions [5] Capacity Utilization - Capacity utilization in the industrial sector rose to 76.2% from 75.7% in December, remaining 3.2 percentage points below the long-term average [6] - The operating rate for the manufacturing sector increased to 75.6%, which is 2.6 percentage points below its long-run average [6]

Even for those not buying up 401(k)-related firms themselves, a new door is opening.  Stalwarts such as Apollo Global Management Inc., Blackstone Inc., KKR & Co. and Carlyle Group Inc. want to sell their rarefied brand of investing to the masses, and the way is clear. Interviews with dozens of people from across the industry, from private equity executives to individual advisers, show how broad and deep the push is. Some buyout shops see profit in handling retire ...

Core Insights - Impax US Sustainable Economy Fund reported a total return of 16.00% for its Institutional Class in 2025, slightly underperforming the Russell 1000's return of 17.37% due to sector allocation and company-level developments [1] - The fund's performance was positively influenced by sustainability tilts and stock-specific gains, particularly in Health Care and Financials, despite market volatility and concerns over elevated valuations [1] - Management maintains a cautiously optimistic outlook, supported by falling interest rates, resilient corporate earnings, and continued investment in businesses benefiting from the transition to a sustainable economy [1] Company-Specific Insights - Oracle Corporation (NYSE:ORCL) is highlighted for its strong sustainability profile and opportunities in Digital Infrastructure, Education, and Enhanced Skills & Innovation [3] - The stock of Oracle Corporation experienced a one-month return of -11.45%, with shares trading between $118.86 and $345.72 over the past 52 weeks, closing at approximately $153.97 on February 17, 2026, with a market capitalization of about $442.52 billion [2] - Concerns have arisen regarding Oracle's accumulation of excessive debt to finance its AI data center expansion, which has contributed to its recent stock decline [3][4] Hedge Fund Interest - Oracle Corporation is not among the 30 most popular stocks among hedge funds, with 122 hedge fund portfolios holding the stock at the end of Q3 2025, a slight decrease from 124 in the previous quarter [4] - There is a belief that other AI stocks may offer greater potential for higher returns compared to Oracle Corporation [4]

Wendy’s CEO Calls ‘26 a ‘Rebuilding Year’ as the Stock Tumbles - Moby BREAKING NEWS Wendy’s tagline may be always fresh, never frozen, but it appears its sales are not fresh and extremely frozen as the burger chain shutters hundreds of stores across the U.S. as consumers shift, to, well, other options. CEO Ken Cook took a page out of the general manager of the Charlotte Hornets’ playbook telling shareholders on Friday that 2026 will be a “rebuilding year,” as the fast-food chain embarks on its Project F ...

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated valuations and financing for large-scale data center investments, although the portfolio modestly outperformed the Russell 1000 benchmark on the back of sustainability tilts and stock-specific gains, particularly within Health Care and Financials. On an annual basi ...

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated valuations and financing for large-scale data center investments, although the portfolio modestly outperformed the Russell 1000 benchmark on the back of sustainability tilts and stock-specific gains, particularly within Health Care and Financials. On an annual basi ...

On February 13, 2026, Shannon River Fund Management LLC disclosed in a U.S. Securities and Exchange Commission filing that it sold out of JFrog (NASDAQ:FROG), with the estimated transaction value approximately $40.89 million based on quarterly average pricing. What Happened Shannon River Fund Management LLC reported in a Securities and Exchange Commission (SEC) filing dated February 13, 2026, that it sold 863,924 shares of JFrog over the quarter. The estimated transaction value was approximately $40.89 m ...

Investors have bought into the promise of CRISPR technology for years. The ability to target and edit genes to treat cancer and various genetic conditions is an obvious home run. CRISPR Therapeutics (NASDAQ: CRSP) won the race to market, partnering with Vertex Pharmaceuticals on Casgevy. After its FDA approval in December 2023, CRISPR Therapeutics remains the only CRISPR company to have received approval for a gene-editing therapy. But CRISPR stock still trades at a fraction of its all-time high, even aft ...