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Clean Harbors looks to spend record cash on M&A and internal growth
Yahoo Finance· 2026-02-18 15:19
This story was originally published on Waste Dive. To receive daily news and insights, subscribe to our free daily Waste Dive newsletter. By the numbersQ4 revenue: $1.50B Up 4.8% year over year Full-year 2024 revenue: $6.03B Up 2.4% year over year Q4 net income: $86.6M Up 3.1% year over year Full-year net income: $391M Down 2.8% year over year 2025 recap: Clean Harbors met or outperformed prevously announced financial guidance metrics for 2025, driven in part by higher profitability in both of the company’ ...
Oracle Corporation (ORCL) Slips Amid Concerns Over Debt-Fueled AI Data Center Expansion
Yahoo Finance· 2026-02-18 15:19
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
Yahoo Finance· 2026-02-18 15:18
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 ...
Merck & Co. (MRK) Advances on Robust Keytruda Sales and Positive Clinical Trial Results
Yahoo Finance· 2026-02-18 15:17
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 ...
Institutional “10 AM Dumps” Theory Collides With Bearish Macro Warnings | US Crypto News
Yahoo Finance· 2026-02-18 15:16
Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead. Grab a coffee and put the charts away because something unusual seems to be happening across crypto markets. Price swings, institutional whispers, and uneasy macro signals are blending into a narrative that traders are only beginning to fully grasp in real time. Crypto News of the Day: Rumors of Institutional “10 AM Dumps” Collide with Bearish Macro Warnings Bitcoin’s rec ...
Eli Lilly and Company (LLY) Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns
Yahoo Finance· 2026-02-18 15:13
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 ...
Fund Exits $40.9 Million Position in FROG, According to Latest SEC Filing
Yahoo Finance· 2026-02-18 15:13
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 ...
Pan African Resources's maiden divi was "better than expected" says broker
Yahoo Finance· 2026-02-18 15:13
Pan African Resources's maiden divi was "better than expected" says broker Proactive uses images sourced from Shutterstock Peel Hunt said Pan African Resources PLC (LSE:PAF, OTCQX:PAFRY, JSE:PAN) maiden interim dividend came in “a little better than expected”, even as higher costs at the Barberton complex weighed on first-half EBITDA. The broker reiterated its 'Buy' rating and 180p target after the gold producer reported US$487m of revenue for the period, broadly in line with Peel Hunt’s model. The pinch ...
Should You Buy Shares of CRISPR Therapeutics in February?
Yahoo Finance· 2026-02-18 15:13
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 ...
Advanced Micro Devices (AMD) Surges on Strong AI Chip and Data Center Processor Demand
Yahoo Finance· 2026-02-18 15:11
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 ...