The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here. Harbor Mid Cap Value Fund, subadvised by LSV Asset Management, delivered solid outperformance in the fourth quarter of 2025, with the Institutional Class returning 4.07% versus 1.42% for the Russell Midcap Value Index, benefiting from strength in value stocks as the Russell Midcap Growth Index declined 3.7% during the period. U.S. equities broadly advanced, with the S&P 500 ...

Core Viewpoint - Zscaler Inc. reported better-than-expected second-quarter financial results but reduced its fiscal year 2026 sales guidance, leading to a significant drop in share price [1][2]. Financial Performance - The company reported quarterly earnings of $1.01 per share, surpassing the analyst consensus estimate of $0.90 [1]. - Quarterly revenue reached $815.75 million, exceeding the analyst consensus estimate of $798.82 million [1]. Guidance Update - Zscaler raised its fiscal 2026 adjusted EPS from $3.99 to $4.02, compared to the previous estimate of $3.81 [2]. - The revenue outlook for fiscal 2026 was lowered to a range of $3.31 billion to $3.32 billion, slightly above the previous estimate of $3.3 billion [2]. Market Reaction - Following the earnings announcement, Zscaler shares fell by 13.4%, trading at $144.97 in pre-market [2]. Analyst Ratings and Price Targets - Needham analyst Mike Cikos maintained a Buy rating but lowered the price target from $310 to $180 [4]. - Piper Sandler analyst Rob Owens maintained a Neutral rating and reduced the price target from $260 to $185 [4]. - Citizens analyst Trevor Walsh maintained a Market Outperform rating while lowering the price target from $355 to $290 [4].

Amazon.com Inc. (NASDAQ:AMZN) and OpenAI announced a sweeping multi-year strategic partnership Friday morning, with Amazon committing to invest $50 billion in the ChatGPT maker, starting with an initial $15 billion, followed by another $35 billion when certain conditions are met. A New Layer For Cloud AIAt the heart of the deal is a jointly developed Stateful Runtime Environment powered by OpenAI’s models, set to be available through Amazon Bedrock. Unlike traditional cloud AI integrations, stateful environ ...

OpenAI has raised $110 billion in private funding, the company announced Friday morning, commencing one of the largest private funding rounds in history. The new funding consists of a $50 billion investment from Amazon as well as $30 billion each from Nvidia and SoftBank, against a $730 billion pre-money valuation. Notably, the round remains open, and OpenAI expects more investors to join as it proceeds. “We are entering a new phase where frontier AI moves from research into daily use at global scale, ...

Core Insights - The article emphasizes the potential of investing in dividend ETFs as a strategy for generating income and growing a portfolio over time [1] Group 1: Dividend ETFs Overview - The State Street SPDR S&P Dividend ETF (SDY) has 155 high-quality holdings and offers a 2.35% annual yield, focusing on companies that have consistently increased dividends for at least 20 years [1] - The Vanguard High Dividend Yield ETF (VYM) features a low expense ratio of 0.04% and a 2.33% dividend yield, with a diverse holdings list of 562 companies, including major market players [1] - The iShares International Select Dividend ETF (IDV) provides a 4.63% dividend yield with a focus on established international companies, despite a higher expense ratio of 0.5% [1][2] Group 2: Performance Metrics - The SDY ETF's share price has increased by 40% over the past five years, indicating strong growth potential alongside its dividend yield [1] - The VYM ETF has seen a remarkable 63% increase in share price over the last five years, excluding dividend payments [1] - The IDV ETF's share price has grown by 42% in the past five years, showcasing its potential for both dividend income and capital appreciation [2]

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here. Harbor Mid Cap Value Fund, subadvised by LSV Asset Management, delivered solid outperformance in the fourth quarter of 2025, with the Institutional Class returning 4.07% versus 1.42% for the Russell Midcap Value Index, benefiting from strength in value stocks as the Russell Midcap Growth Index declined 3.7% during the period. U.S. equities broadly advanced, with the S&P 500 ...

Core Viewpoint - Trump Media & Technology Group is exploring a spin-off of Truth Social into a separate publicly traded company following its merger with TAE Technologies [1] Group 1 - Trump Media announced the potential separation of Truth Social, which is favored by President Donald Trump [1] - The company's shares rose over 1% in premarket trading, indicating positive market sentiment [1] - The stock trades under the ticker DJT, reflecting President Trump's initials [1]

Economic Outlook - Consumers are increasingly concerned about a tightening job market, yet overall optimism about the economy's health remains intact, with many believing conditions will improve and the economy is on track for recovery [1] - Consumer confidence rose by 2.2 points in February to 91.2, surpassing analysts' expectations of 87, following a revised January figure of 89 [3] - The unemployment rate decreased to 4.3% in January from 4.4% in December, supported by the addition of approximately 130,000 new jobs [5] Consumer Sentiment - The University of Michigan's Consumer Sentiment Index increased to 57.3 in February from 56.4 in January, marking the highest level since August 2025, indicating growing investor confidence that inflation will ease [5] - Short-term inflation expectations fell to a 13-month low of 3.5% in February from 4% in January, suggesting a belief that the worst effects of tariffs are behind the economy [6] Investment Opportunities - Large-cap growth funds such as Fidelity Contrafund, JPMorgan U.S. GARP Equity I, and T. Rowe Price Blue Chip Growth are identified as attractive investment options due to their strong performance and potential for future gains [2][7] - Fidelity Contrafund has a three-year return of 29.9% and a five-year return of 16.2%, with an annual expense ratio of 0.75% [10] - JPMorgan U.S. GARP Equity I fund has a three-year return of 27.5% and a five-year return of 16.7%, with an annual expense ratio of 0.59% [12] - T. Rowe Price Blue Chip Growth fund has a three-year return of 29.1% and a five-year return of 11.6%, with an annual expense ratio of 0.71% [14]

Key Takeaways GitLab expects fourth-quarter fiscal 2026 revenues of $251M-$252M, up about 19% year over year.GTLB's dollar-based net retention was 119%, with $100K ARR customers up 23% Y/Y.SaaS revenues rose 36% Y/Y in Q3, with 119% net retention and enterprise customer growth.GitLab (GTLB) is set to release its fourth-quarter fiscal 2026 results on March 3, 2026.The company expects fourth-quarter fiscal 2026 revenues between $251 million and $252 million, indicating an approximate growth of 19% year over y ...

Key Takeaways CrowdStrike expects Q4 revenues of $1.29B-$1.30B and EPS of $1.09-$1.11. CrowdStrike's Falcon Flex ARR topped $1.35B, rising over 200% year over year in Q3.CrowdStrike trades at 16.19X forward P/S, above industry peers, amid rising expenses.CrowdStrike Holdings (CRWD) is scheduled to report its fourth-quarter fiscal 2026 results on March 3, 2025.CrowdStrike anticipates revenues between $1.29 billion and $1.30 billion for the fourth quarter of fiscal 2026. The Zacks Consensus Estimate for Crowd ...