EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...

Core Insights - SGA's U.S. Large Cap Growth Strategy reported a Q4 2025 portfolio return of 0.3% (Gross) and 0.2% (Net), underperforming the Russell 1000 Growth Index and S&P 500 Index which returned 1.1% and 2.7% respectively [1] - The portfolio faced significant challenges in 2025, marking it as the most difficult year since the firm's inception in 2003, but remains optimistic about growth potential and relative valuation [1] - The strategy is positioned to benefit from a shift away from high momentum dynamics in U.S. markets and a broadening of market leadership [1] Company-Specific Insights - The Cooper Companies, Inc. (NASDAQ:COO) was highlighted as a notable contributor in Q4 2025, despite a one-month return of -0.27% and a 52-week loss of 12.81% [2] - As of February 9, 2026, The Cooper Companies, Inc. had a stock price of $81.48 and a market capitalization of $16.199 billion [2] - The company reported positive operating results, alleviating supply constraints for premium daily silicone hydrogel contact lenses, securing new private label contracts, and showing innovation in myopia control and multifocal lens platforms [3] - CooperSurgical demonstrated sequential improvement despite facing macroeconomic challenges in the Asia Pacific region [3]

The trucking industry faces a confluence of challenges that have intensified in recent years. Small and mid-sized carriers struggle to compete with larger fleets that can negotiate better rates on fuel, factoring, and other essential services. Finding qualified dispatchers and operations staff has become increasingly difficult, and many companies have long been understaffed during critical overnight shifts. Breakdowns and service issues don’t stop just because the office is closed. Safety compliance and m ...

Core Insights - SGA's U.S. Large Cap Growth Strategy reported a Q4 2025 portfolio return of 0.3% (Gross) and 0.2% (Net), underperforming the Russell 1000 Growth Index (1.1%) and the S&P 500 Index (2.7%) [1] - The portfolio faced significant challenges in 2025, marking the most difficult year since the firm's inception in 2003, but remains optimistic about growth potential and relative valuation [1] - The strategy is positioned to benefit from a shift away from high momentum dynamics in U.S. markets and a broadening of market leadership [1] Company Focus: Salesforce, Inc. (NYSE:CRM) - Salesforce was highlighted as a top contributor in Q4 2025, despite a one-month return of -19.51% and a 52-week loss of 40.19% [2] - As of February 9, 2026, Salesforce's stock closed at $194.03, with a market capitalization of $184.717 billion [2] - The company demonstrated growth stabilization and momentum, with subscription revenue growth and current remaining performance obligation (cRPO) exceeding guidance [3] - Management is targeting revenue acceleration over the next 12-18 months, supported by increased competitiveness in the SMB segment and the expiration of pandemic-era shelfware deals [3] - Salesforce's AI and Data Cloud offerings are gaining traction, with Agentforce annual recurring revenue growing over 300% and Data Cloud annual recurring revenue more than doubling [3] - The company's integrated front-office applications, strong brand, and high renewal rates continue to drive revenue growth, while disciplined capital allocation and share repurchases enhance shareholder returns [3] - Salesforce is well-positioned to compete in the Agentic AI era, supporting low-teens earnings growth over the next three years [3] - The portfolio maintained an average weight in Salesforce and increased the position by selling other higher multiple software holdings [3]

SOPHiA GENETICS Announces Major Expansion in the United States with the Signing of Two Major Integrated Health Systems [Accessibility Statement] Skip NavigationBOSTON and ROLLE, Switzerland, Feb. 10, 2026 /PRNewswire/ -- SOPHiA GENETICS (NASDAQ: SOPH), a global leader in AI-driven precision medicine, today announced the addition of two of the largest U.S. healthcare systems to its network.The two new institutions, which collectively analyze millions of genetic samples annually, include one of the leading no ...

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) for investors who acquired securities during the specified class period, highlighting significant stock price drops due to negative financial disclosures [1] Company Overview - BellRing Brands, Inc. is headquartered in St. Louis, MO, and specializes in marketing nutrition products, including ready-to-drink protein shakes, nutrition drinks, powders, and protein bars under the Premier Protein and Dymatize brands [1] Financial Performance - On May 6, 2025, BellRing's CFO indicated that several key retailers reduced their weeks of supply, which is expected to negatively impact third-quarter growth by a mid-single-digit percentage [1] - Following this announcement, BellRing's stock price fell by $14.88 per share, or 19%, from $78.43 on May 5, 2025, to $63.55 on May 6, 2025 [1] - On August 4, 2025, BellRing narrowed its fiscal year 2025 outlook for net sales, attributing the adjustment to competitors gaining market share with a large retailer, leading to a stock price drop of $17.46 per share, or 33%, from $53.64 on August 4, 2025, to $36.18 on August 5, 2025 [1]

Entegris (ENTG) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.14%. A quarter ago, it was expected that this maker of equipment used in chip manufacturing would post earnings of $0.72 per share when it actually produced earnings of $0.72, delivering no surprise.Over the last four q ...

If you're seeking income from your portfolio, dividend-paying energy stocks are a solid choice. These companies have long-lived assets, steady cash flow, and disciplined capital management, enabling them to pay steady dividends to shareholders. They also stand to benefit from the growing demand for energy from utilities and hyperscalers, and offer a hedge against rising energy prices. If this appeals to you, here are two dividend energy stocks to buy in February. Will AI create the world's first trillion ...

RICHARDSON, TX / ACCESS Newswire / February 10, 2026 / Optex Systems Holdings, Inc. (Nasdaq:OPXS), a leading manufacturer of precision optical sighting systems for domestic and worldwide military and commercial applications, announced today it has been awarded a new contract from a U.S. Government Prime Contractor, in support of a Night Vision Goggle system. The order value is $2.19M with deliveries starting in Q2 of calendar 2026 through early 2027. ...

Amazon ( AMZN ) closed Q4’25 in a position of strength with a backlog of $244b for AWS, supporting the firm’s substantial capital budget of $200b for FY26. With AWS continuing to show momentum, inclusive of adoption of its custom silicon, I believe Amazon’s positioning in theMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent ov ...