Core Insights - The company achieved a net profit from continuing operations of EUR 110.7 million in 2025, marking a recovery from previous results and aligning with targets set in their strategic plan [4]. Financial Performance - The consolidated financial statements for 2025 will be reviewed, highlighting key figures and performance metrics [3]. - The EBITDA figures for the year will also be discussed, indicating the company's operational efficiency [4]. Share Price and Market Performance - The presentation will include an analysis of the company's share price performance on the stock market, providing insights into investor sentiment and market valuation [3]. ESG Commitments - The company will address its commitments to Environmental, Social, and Governance (ESG) factors, reflecting its dedication to sustainable business practices [3].

Core Insights - Dell Technologies is capitalizing on its "AI opportunity," with shares rising 20% following strong fiscal 2026 fourth-quarter results that exceeded analyst expectations [1][5] Financial Performance - The company reported adjusted earnings of $3.89 per share and revenue of $33.38 billion, reflecting a 39% year-over-year increase, surpassing analyst expectations of $3.53 per share and $31.72 billion in revenue [2] AI Infrastructure and Growth Outlook - Dell's results indicate a significant increase in corporate spending on AI infrastructure, translating into heightened demand for hardware. The fiscal 2027 outlook is notably above Wall Street expectations, suggesting that AI is becoming a sustainable growth driver [3] - The company projected revenue, AI-optimized servers revenue, and adjusted EPS for fiscal 2027 that exceeded consensus expectations [3] Strategic Initiatives - The COO and vice chairman highlighted that Dell secured over $64 billion in AI-optimized server orders and shipped more than $25 billion throughout the year, entering FY27 with a record backlog of $43 billion, demonstrating strong engineering leadership and differentiated AI solutions [4] - Alongside its financial results, Dell announced a $10 billion increase to its buyback plan and a 20% increase in dividends [4][5]

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value [1] - It highlights two main categories of investment opportunities: deep value balance sheet bargains and wide moat stocks, which are characterized by their strong competitive advantages [1] Group 1: Investment Strategy - The service aims to identify deep value stocks, such as net cash stocks and low price-to-book (P/B) ratio stocks, which are available at a discount [1] - It also seeks wide moat stocks, which are high-quality businesses with sustainable competitive advantages, often referred to as "Magic Formula" stocks [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]

Core Insights - Berkshire Hathaway is set to report its fourth-quarter earnings and annual report, with Greg Abel delivering his first annual shareholder letter as CEO following Warren Buffett's departure from the role [1] Group 1: Leadership Transition - Greg Abel's first shareholder letter is highly anticipated as it marks a significant leadership transition after Warren Buffett's 60-year tenure [1] - Analysts express uncertainty regarding Abel's leadership and the potential loss of Berkshire's "Buffett premium" during this transition [1] Group 2: Shareholder Expectations - Investors are eager to understand Abel's vision for Berkshire and how he plans to manage the company's substantial cash reserves [1] - Speculation surrounds Abel's potential strategies, including the possibility of resuming stock buybacks or introducing dividends, which Buffett had previously opposed [1] Group 3: Market Performance - Berkshire's class B shares are currently flat for 2026 and approximately 7% below the highs reached last May before Buffett's announcement of his departure [1] - The market is closely monitoring how Abel's leadership will impact Berkshire's stock performance moving forward [1]

Core Viewpoint - Block announced a significant workforce reduction, cutting nearly half of its employees to integrate artificial intelligence (AI) into its operations [1][2]. Group 1: Workforce Reduction - The layoffs will impact over 4,000 jobs, reducing the workforce from over 10,000 to just under 6,000 [2]. - CEO Jack Dorsey stated that the decision was made to allow the company to grow on its own terms rather than react to market pressures [2]. Group 2: Transition Support - Block will provide affected employees with 20 weeks of salary, one week per year of tenure, equity vested through the end of May, six months of healthcare, corporate devices, and $5,000 for transition assistance [5]. Group 3: Strategic Direction - Dorsey emphasized that the company is focusing on embedding intelligence at the core of its operations, which will fundamentally change how the company builds and runs its business [6]. - The company acknowledges that it over-hired during the COVID-19 pandemic and is now correcting its organizational structure [6]. Group 4: Market Reaction - Following the announcement of the layoffs, Block's shares surged by 17% during Friday morning trading and are up 22% over the past week, although they are down over 2% year to date [9].

Core Insights - Sandisk (SNDK) and Micron Technology (MU) are key players in the NAND flash memory market, benefiting from AI-driven data center demand and a tightening supply environment that is elevating NAND prices [1][2] Company Performance Sandisk (SNDK) - Sandisk specializes in NAND flash-based data storage solutions across various markets, including data centers and consumer products, with a strong focus on AI infrastructure [3] - The enterprise SSD business is experiencing rapid growth, with data center revenues increasing by 76% year-over-year to $440 million in the fiscal second quarter [4] - Fiscal third quarter revenues are projected between $4.4 billion and $4.8 billion, indicating a year-over-year growth of 171% at the midpoint, with non-GAAP gross margins expected between 65% and 67% [5] - The Zacks Consensus Estimate for SNDK's fiscal 2026 EPS is $27.2, reflecting a 57.2% increase over the past 30 days and an 809.7% year-over-year growth [6] Micron Technology (MU) - Micron offers a diverse range of memory and storage solutions, including DRAM and NAND, and is also involved in AI infrastructure [7] - The data center business is the largest revenue contributor, with data center NAND revenues surpassing $1 billion in the fiscal first quarter [8] - The Zacks Consensus Estimate for MU's fiscal 2026 EPS is $33.79, showing a 2.71% increase over the past 30 days and a year-over-year growth of 307.6% [11] Market Dynamics - Over the last three months, SNDK shares have surged by 200.4%, while MU shares increased by 79.8%, driven by AI infrastructure spending and a tightening NAND supply [12] - SNDK trades at a price-to-sales ratio of 4.42x compared to MU's 5.49x, indicating a relative valuation discount despite strong growth prospects [15] Conclusion - Both SNDK and MU are positioned to benefit from the AI-driven NAND upcycle, with SNDK's focused strategy and valuation discount making it a more attractive investment option at this stage [17]

Core Viewpoint - Mission Critical Metals Corp. has acquired the Medvedi Potok Tin Project in northern Slovakia, which is expected to enhance its portfolio of critical metals assets in stable European jurisdictions, particularly in light of growing global demand for tin in electronics and energy transition sectors [1][4]. Acquisition Details - The Medvedi Potok Tin Project was previously held by Military Metals Corp., which transferred the asset to Hallgarten & Company Limited in exchange for a 1% royalty on future production, with a buyback right of CAD$210,000 [2]. - Hallgarten & Company Limited acquired the Project on January 6, 2026, and subsequently transferred 100% of its interest to Mission Critical Metals Corp. on January 13, 2026 [2]. - Military Metals Corp. exercised its buyback right on January 8, 2026, to retire a 1% net smelter royalty covering its Slovakian portfolio, making the Project royalty-free before its transfer [3]. Project Potential - The Medvedi Potok Tin Project is considered prospective for tin mineralization within a historically active mining jurisdiction, with tin classified as a critical mineral essential for electronics, semiconductors, renewable energy systems, and advanced manufacturing technologies [4]. - The company plans to review all historical data related to the Project and develop a staged exploration and advancement plan in compliance with Slovakian regulatory requirements [4]. Company Overview - Mission Critical Metals Corp. is a British Columbia-based mineral exploration company focused on acquiring, exploring, and developing critical mineral projects in strategic jurisdictions, aiming to build shareholder value through disciplined asset selection and responsible project development [6].

Core Points - A shareholder class action lawsuit has been filed against CoreWeave, Inc. alleging false and misleading statements regarding the company's ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [1] - The lawsuit claims that CoreWeave materially understated the risks that could negatively impact its revenue [1] - Shareholders who purchased CoreWeave shares between March 28, 2025, and December 15, 2025, and experienced significant losses are encouraged to discuss their legal rights [2] - The deadline to be appointed as lead plaintiff in the case is March 13, 2026 [3]

Coreweave CEO Mike Intrator backed up the company's massive spending plans during an interview with CNBC's "Squawk on the Street" on Friday as shares dropped post-earnings on profitability worries. Intrator told CNBC that Coreweave has willingly chosen to invest in more infrastructure and take a margin hit to meet the "once in a generation moment" for capacity demand."I understand the concerns that people have as they see us allocating a massive scale of money to this market, but the truth of the matter is, ...

Yesterday we were watching whether Dell's (NYSE: DELL) AI server momentum could carry the headline numbers. ...