New York, New York--(Newsfile Corp. - February 9, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into REGENXBIO Inc. ("REGENXBIO Inc.") (NASDAQ: RGNX) concerning potential violations of the federal securities laws.On January 28, 2026, Regenxbio disclosed via Form 8-K that the FDA placed clinical holds on its RGX-111 and RGX-121 programs following the identification of a tumor in a trial participant. The disclosure prompted a 30-35% decline in the company's share price.SE ...

Core Viewpoint - PayPal Holdings, Inc. is under investigation for potential violations of federal securities laws following disappointing earnings results and significant stock price decline [1][5]. Group 1: Analyst Expectations and Company Communications - On January 28, 2026, Rothschild & Co Redburn downgraded PayPal's price target from $70 to $50, followed by Morgan Stanley on January 29, 2026, citing slower checkout growth [2]. - Analysts expected mid-single-digit revenue growth and higher earnings per share just before the earnings announcement on February 2, 2026 [2]. Group 2: Earnings Results and Guidance - Actual revenue reported on February 3, 2026, was $8.68 billion, missing the estimate of $8.80 billion by $120 million, a shortfall of approximately 1.4% [3]. - Adjusted earnings per share of $1.23 fell short of the consensus range of $1.30 to $1.33, representing a miss of 5.4% to 7.5% [3]. - The company's forward guidance indicated a decline in transaction margin dollars for 2026, with adjusted earnings per share projected to show a low single-digit decline to a slight positive gain, significantly below market expectations [3]. Group 3: Management Communication and Investigation - During the third quarter 2025 earnings call on October 28, 2025, management did not signal any forthcoming dramatic revisions to the company's outlook [4]. - The investigation will focus on the information available to management prior to the earnings announcement and when the need for lowered guidance became apparent internally [4]. Group 4: Market Reaction - Following the earnings miss on February 3, 2026, PayPal shares dropped 19-20%, reaching approximately $42 and establishing a new 52-week low [5]. - There was a reported sharp increase in short interest as traders anticipated further declines in the stock price [5].

Core Viewpoint - Corcept Therapeutics Incorporated is under investigation for potential violations of federal securities laws following the FDA's denial of approval for its new drug application for relacorilant, which is intended to treat hypertension secondary to hypercortisolism [1][2]. Company Summary - On December 31, 2025, Corcept announced it received a Complete Response Letter (CRL) from the FDA, which denied the approval of relacorilant, citing the need for additional evidence of effectiveness despite acknowledging previous trial results [2]. - The stock price of Corcept fell by $31.42 (44.76%) to open at $38.78 per share on the same day, marking a new 52-week low and reaching levels not seen since September 2024 [3].

Core Viewpoint - Sohu.com Limited reported its financial results for Q4 and fiscal year 2025, highlighting a mixed performance with a significant reversal of previously accrued withholding income tax contributing to a net income for the quarter, despite declines in revenues and operating losses. Group 1: Fourth Quarter Highlights - Total revenues for Q4 2025 were US$142 million, representing a 6% increase year-over-year but a 21% decrease quarter-over-quarter [4][12] - Marketing services revenues were US$17 million, down 10% year-over-year but up 25% quarter-over-quarter [4][12] - Online game revenues reached US$120 million, up 10% year-over-year but down 26% quarter-over-quarter [4][12] - GAAP net income attributable to Sohu.com Limited was US$223 million, compared to a net loss of US$21 million in Q4 2024 [9][12] - Non-GAAP net income attributable to Sohu.com Limited was US$261 million, compared to a net loss of US$15 million in Q4 2024 [10][12] Group 2: Fiscal Year 2025 Highlights - Total revenues for fiscal year 2025 were US$584 million, down 2% compared to 2024 [13][12] - Marketing services revenues totaled US$60 million, down 18% compared to 2024 [13][12] - Online game revenues were US$506 million, up 1% compared to 2024 [13][12] - GAAP net income attributable to Sohu.com Limited was US$394 million, compared to a net loss of US$100 million in 2024 [19][12] - Non-GAAP net income attributable to Sohu.com Limited was US$234 million, compared to a net loss of US$83 million in 2024 [19][12] Group 3: Operating Performance - GAAP operating loss for Q4 2025 was US$66 million, compared to a loss of US$25 million in Q4 2024 [7][12] - Non-GAAP operating loss for Q4 2025 was US$29 million, compared to a loss of US$25 million in Q4 2024 [7][12] - GAAP operating expenses for Q4 2025 were US$173 million, up 41% year-over-year [6][12] - Non-GAAP operating expenses for Q4 2025 were US$136 million, up 11% year-over-year [6][12] Group 4: Gross Margin and Tax Benefits - Both GAAP and non-GAAP gross margin for Q4 2025 were 75%, compared to 73% in Q4 2024 [5][12] - GAAP income tax benefit for Q4 2025 was US$280 million, compared to an expense of US$14 million in Q4 2024 [8][12] - The reversal of previously accrued withholding income tax of approximately US$285 million related to Changyou significantly impacted the net income for Q4 2025 [8][12] Group 5: Liquidity and Capital Resources - As of December 31, 2025, Sohu had cash and cash equivalents, short-term investments, and long-term time deposits totaling approximately US$1.2 billion [11][12] Group 6: Business Outlook - For Q1 2026, Sohu estimates marketing services revenues to be between US$10 million and US$11 million, indicating a potential annual decrease of 20% to 27% [41] - Online game revenues are expected to be between US$113 million and US$123 million, suggesting an annual decrease of 4% to an increase of 5% [41]

AI will produce a wide variety of winning stocks.Artificial intelligence (AI) is still the leading market theme. There has seldom been a greater investment opportunity than what AI presents, and many companies are slated to produce massive returns as a result. There are several companies benefiting from AI right now, and two broad groups I can place them into are hardware providers and cloud computing companies.Both groups warrant investments right now, and I think all six of these companies can deliver mar ...

Group 1 - The John Hancock Diversified Income Fund (HEQ) has outperformed the S&P 500 Index since the last update, indicating strong performance in the closed-end fund market [2] - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, catering to both active and passive investors [2] - The service includes managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, supported by a community of over a thousand members [2]

Core Insights - Identifying a great stock is not sufficient; timing and strategy for buying and taking profits are crucial [2] - The Cash Management Discipline (CMD) emphasizes the importance of cash as a strategic position for overall success [2] - Stock picking is highlighted as a key focus, indicating that even well-known stocks require careful selection [2] Sector Focus - The company provides curated lists for specific sectors, including Microcap Biotech, Aviation+Space, and Asset Light Stocks [2] - A two-week trial is offered to potential subscribers, suggesting an emphasis on attracting new clients [2]

Core Viewpoint - The private credit markets are experiencing increased uncertainty due to the emergence of AI-driven tools that may disrupt traditional software business models, particularly affecting software companies that are significant borrowers in the private lending space [1][2]. Group 1: Impact of AI on Software Companies - AI tools developed by Anthropic are designed to perform complex tasks that many software companies currently charge for, raising concerns about the potential weakening of traditional software business models [2]. - The software sector, which has been a favored area for private credit lenders since 2020, is now facing pressure as AI adoption could accelerate faster than companies can adapt [5][7]. - Software companies account for approximately 17% of loans held by U.S. business development companies, making them a significant focus for private credit lenders [6]. Group 2: Market Reactions and Financial Implications - Shares of major asset managers with substantial private credit franchises have declined significantly, with Ares Management falling over 12%, Blue Owl Capital losing over 8%, and KKR declining almost 10% [3]. - UBS Group has warned that default rates in U.S. private credit could rise to 13% in an aggressive disruption scenario, which is notably higher than the projected stress for leveraged loans and high-yield bonds [7]. - The private credit industry, valued at $3 trillion, is facing concerns over leverage, opaque valuations, and the risk of isolated problems becoming systemic issues [9]. Group 3: Credit Risk and Future Outlook - The potential for credit risk varies among software and services sector borrowers, depending on their position relative to AI advancements [10]. - Payment-in-kind (PIK) loans, which allow borrowers to defer interest payments, are prevalent among software companies, posing risks if their financial situations deteriorate [11]. - Experts indicate that while the private credit industry may currently absorb losses, ongoing credit growth could lead to significant credit problems in the future [13].

Group 1 - President Trump predicts the Dow Jones Industrial Average will reach 100,000 by January 2029, following its recent close past 50,000 for the first time [1] - Trump attributes the record stock market performance and national security to his tariffs, claiming that 96% of tariff costs are absorbed by American consumers and businesses [5][1] - A recent study indicates that tariffs may have cost the U.S. economy thousands of jobs monthly, highlighting the potential negative impact of tariff policies [8] Group 2 - An interim trade deal has been reached between the U.S. and India, which lowers tariffs on goods and agricultural products from both countries [2] - Trump's comments regarding the Supreme Court's review of his tariff authority suggest ongoing legal scrutiny of his administration's trade policies [4] - Trump emphasizes the economic strength of the country, stating that it is "stronger, bigger, and better than ever before" [9]

Core Viewpoint - Investors are concerned about the impact of AI on software-as-a-service (SaaS) companies, leading to a decline in ServiceNow's stock despite strong fourth-quarter results [2][3][8] Group 1: Company Performance - ServiceNow reported a 20% year-over-year increase in sales and a 98% renewal rate [4] - The company has $12.85 billion in current remaining performance obligations and earnings per share of $0.92, reflecting a 26% year-over-year increase [4] - The stock has lost nearly 45% of its value over the past year, currently trading at a price-to-earnings (P/E) ratio of 32, which is considered reasonable for a company with double-digit growth [8] Group 2: Market Context - The decline in SaaS stock prices is attributed to market fears regarding AI potentially replacing many paid services, as companies may shift towards generative AI solutions [3][6] - ServiceNow positions itself as a "control tower" for businesses, with over 8,000 clients relying on its software, indicating a stable demand for its services [6][7] - The company is actively integrating AI into its offerings, including partnerships with OpenAI and Anthropic to enhance its software capabilities [7] Group 3: Investment Opportunity - Despite the current market sentiment, there are indications that the decline in ServiceNow's stock may present a buying opportunity as the company continues to show healthy growth prospects and a recurring revenue model [8]