Workflow
Volatility, dispersion and fragmentation are the top investment themes this year: Mohamed El-Erian
Youtube· 2026-02-09 14:26
Joining us right now is Muhammad Ali and chief economic adviser at Aliance, also a warden professor. Muhammad, we're all trying to make sense of these markets. Last week uh for a moment seemed like a blood bath, then things turned around.We got Bitcoin. We're all trying to make sense of of what's exactly happening here. What is happening in your mind.>> So, last week was mainly technical, Andrew. It was a deleveraging that started in the most speculative parts of the market, um silver, Bitcoin, etc. and sta ...
Hims & Hers scraps low-cost weight-loss pill following backlash
Proactiveinvestors NA· 2026-02-09 14:25
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Consumer Staples Are Massively Outperforming the Market—Here’s Why
Investing· 2026-02-09 14:23
Market Analysis by covering: S&P 500, Coca-Cola Co, State Street® Consumer Staples Select Sector SPDR® ETF, Bitcoin US Dollar. Read 's Market Analysis on Investing.com ...
What Markets Expect From Takaichi: Amova's Fink
Youtube· 2026-02-09 14:22
Naomi, we're seeing a little bit of downside for the Japanese yen, but it doesn't seem to be at least catastrophic for now, when it comes to the pace of potential losses that we could have seen with the supposed Takaichi trade. What are your expectations now that you've seen the outcome of the elections. Well, what's interesting is that even though Takaichi won quite a lot of popular support, markets haven't voted yet.And so I think it's sensible to to give Takaichi the benefit of the doubt because after al ...
Energy Vault and Peak Energy Announce Strategic Development Agreement to Develop Sodium Ion Storage Solution for “AI-First Data Center Operators”; Includes 1.5 GWh Supply Agreement to Accelerate Global Deployment and Reduce Costs
Businesswire· 2026-02-09 14:22
WESTLAKE VILLAGE, Calif. & BROOMFIELD, Colo.--(BUSINESS WIRE)---- $NRGV--Energy Vault Holdings, Inc. (NYSE: NRGV) ("Energy Vault†or "the Company†), a leader in sustainable grid- scale energy storage and AI power infrastructure, and Peak Energy ("Peak†), the first American manufacturer of sodium-ion energy storage systems, today announced a comprehensive strategic partnership. Purpose-Built Energy Storage for AI Infrastructure The partnership includes the launch of a co-developed, dedicated energy storag ...
Mondelez International: Global Powerhouse In A Stable Industry
Seeking Alpha· 2026-02-09 14:22
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
CSG and PGZ Establish Cooperation on the Offering of a Modular Mining Deployment System on a Tatra Chassis for Export Markets
Globenewswire· 2026-02-09 14:21
Core Viewpoint - CSG has signed a cooperation agreement with PGZ to integrate a modular mining deployment system onto Tatra vehicle platforms for export markets, aligning with Saudi Arabia's Vision 2030 program [1][3][5]. Group 1: Agreement Details - The cooperation agreement involves CSG, CSG Polska, and PGZ, focusing on commercial and technological collaboration [2][3]. - The modular mining deployment system will be offered on third-country markets, with Saudi Arabia identified as a potential initial market [3][4]. - The agreement allows for the expansion of cooperation to additional markets, particularly targeting European NATO member states [4]. Group 2: Product Information - The Modular Mine Laying System (MMLS) is a modern solution developed by PGZ, featuring full automation and customizable deployment capabilities [8][9]. - The system can deploy mine barriers at depths ranging from 60 to 180 meters and lengths up to 1,800 meters [8]. - The MMLS is designed for various chassis configurations, including wheeled, tracked, and unmanned platforms [9]. Group 3: Strategic Importance - The agreement represents a significant step in the ongoing collaboration between CSG and PGZ, emphasizing project-based cooperation [5][6]. - Both companies aim to leverage their strengths to attract market interest in modern mining solutions [5][7]. - PGZ views the partnership as mutually beneficial, expanding opportunities for both companies in foreign markets [7]. Group 4: Company Background - CSG is a leading European defense group with a focus on developing and supplying defense technologies, employing over 14,000 people and reporting annual revenues of EUR 4.0 billion in 2024 [11]. - PGZ is a major player in the Polish defense industry, comprising nearly 70 companies and addressing a wide range of defense needs [13].
Robinhood Markets (HOOD) Moves 14.0% Higher: Will This Strength Last?
ZACKS· 2026-02-09 14:20
Core Insights - Robinhood Markets, Inc. (HOOD) shares increased by 14% to $82.82, following a period of 37% loss over the past four weeks, indicating a significant recovery in stock performance [1][2] - The stock's surge is attributed to a rebound in cryptocurrencies and a shift in broader markets towards a "risk-on" sentiment, which typically boosts retail trading and crypto activity, leading to higher user engagement and transaction-driven revenue for Robinhood [2] - The company is projected to report quarterly earnings of $0.62 per share, reflecting a year-over-year increase of 14.8%, with revenues expected to reach $1.32 billion, a 30.5% increase from the previous year [3] Earnings Estimates and Trends - The consensus EPS estimate for Robinhood has been revised 5% higher in the last 30 days, suggesting a positive trend that often correlates with stock price appreciation [4] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook in the investment community [4] Industry Comparison - Robinhood is part of the Zacks Financial - Investment Bank industry, where BGC Group (BGC) also operates, finishing the last trading session 1% higher at $8.96, with a 0.6% return over the past month [4] - BGC Group's consensus EPS estimate has decreased by 5.4% over the past month to $0.29, although it still represents a year-over-year increase of 16%, and it currently holds a Zacks Rank of 4 (Sell) [5]
Twilio Set to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2026-02-09 14:20
Core Insights - Twilio Inc. (TWLO) is set to report its fourth-quarter 2025 earnings on February 12, with anticipated non-GAAP earnings per share between $1.17 and $1.22, while the Zacks Consensus Estimate remains at $1.24, reflecting a 24% increase from the previous year's $1.00 [1][10] - The company expects revenues in the range of $1.31 billion to $1.32 billion, with the Zacks Consensus Estimate also at $1.32 billion, indicating a 10.2% increase from last year's revenues of $1.19 billion [2][10] Performance History - In the last four quarters, Twilio has beaten the Zacks Consensus Estimate three times and missed once, with an average surprise of 14.4% [2] Influencing Factors - The fourth-quarter results are likely to benefit from ongoing digital transformation efforts as enterprises adapt to hybrid operational environments, along with Twilio's expansion initiatives with independent software vendors and global partners [3] - New product launches, including rich communication services and AI enhancements, particularly the integration of OpenAI's Realtime API, are expected to positively impact the quarter's results [4] - Twilio added over 43,000 new clients in the last reported quarter, bringing the total active customer count to 392,000 as of September 30, 2025, suggesting continued growth in the customer base [5] Product Contributions - Solutions such as Twilio Conversations, SendGrid Ads, and SendGrid's Email Validation API are anticipated to contribute positively to the fourth-quarter performance, alongside the integration of AI in various communication and segment products [6] Macroeconomic Challenges - Ongoing macroeconomic challenges may negatively affect Twilio's top line, as enterprises are delaying large IT spending plans due to a weakening global economy and geopolitical issues [7] Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for Twilio this season, as the company holds a Zacks Rank of 4 (Sell) and an Earnings ESP of 0.00% [8]
These ETFs Handily Outperformed the S&P 500 in January, and They're Just Getting Started
Yahoo Finance· 2026-02-09 14:20
After three years of outstanding gains, the S&P 500 started off strong in 2026 as well. The index climbed another 1.4% in January, despite experiencing a bit of volatility related to President Donald Trump's potential trade policies. But a pair of exchange-traded funds (ETFs) handily outperformed that result in January, and that trend could continue throughout 2026 and beyond. Several catalysts could support the growth of smaller companies with less weight (or no presence at all) in the S&P 500 index, and ...