Core Viewpoint - Cardinal Health, Inc. is recognized as one of the 12 unstoppable dividend stocks to buy according to analysts, reflecting strong market confidence in the company's performance and growth potential [1]. Financial Performance - Morgan Stanley raised its price target for Cardinal Health from $245 to $255, maintaining an Overweight rating, following strong second-quarter results that improved the stock's risk-reward profile [2]. - Cardinal Health raised its 2026 profit outlook after reporting quarterly results that exceeded expectations, driven by solid demand for specialty medicines, resulting in a stock price increase of over 9% [3]. - The company reported quarterly revenue of $65.63 billion, surpassing analysts' average estimate of $64.14 billion, with adjusted profit at $2.63 per share, exceeding estimates of $2.36 [6]. Industry Trends - Drug distributors, including Cardinal Health, are benefiting from increased demand for higher-margin treatments for complex conditions such as cancer and autoimmune diseases, supported by the rollout of biosimilars linked to blockbuster drugs that have lost patent protection [4]. - Companies in this sector are expanding into specialty medicines through acquisitions of cancer center operators, diversifying beyond traditional drug distribution while strengthening core operations [5]. Company Strategy - Cardinal Health's CEO Jason Hollar indicated that while GLP-1 drugs contribute to revenue, they are not expected to significantly impact earnings in the near term, with adoption remaining slow but anticipated to accelerate over time [5].

Lyft has launched teen ride accounts across the USA, rolling out a feature that allows passengers aged 13 to 17 to book rides independently while giving parents greater oversight. ...

ATLANTA--(BUSINESS WIRE)--NCR Voyix Corporation (NYSE: VYX), a platform-powered leader in unified commerce for shopping and dining, will report financial results for the fourth quarter and full year 2025 before the market opens on Thursday, Feb. 26, 2026. The NCR Voyix management team will also be hosting a conference call at 8 a.m. ET the same day to discuss the financial results. About NCR Voyix NCR Voyix Corporation (NYSE: VYX) is a global platform-powered leader in unified commerce for shopping and dini ...

Core Insights - Businesses are facing widening skills gaps and increasing hiring complexity as they enter 2026, with 62% of hiring managers reporting more pronounced skills gaps compared to the previous year [1][2] - Despite these challenges, 83% of managers are optimistic about their business outlook for 2026, with 60% planning to add permanent staff and 55% expecting to increase contract hiring [2][3] Skills Gaps and Hiring Plans - A significant percentage of hiring managers across key disciplines reported a lack of talent to complete priority projects, indicating widespread talent shortages [2][7] - More than half of managers plan to hire both permanent and contract professionals to address these skills gaps in 2026 [7] Impact of Generative AI - The rise of AI-generated applications is complicating the hiring process, with 65% of managers stating that hiring has become harder, and 58% finding it more difficult to identify qualified candidates [3][4] - Generative AI tools are leading to polished applications that may not accurately reflect candidates' real capabilities, making it challenging for employers to assess skills effectively [5][4] Employer Strategies - Organizations are adapting by utilizing a mix of permanent and contract hiring to close critical skills gaps and maintain agility in their operations [3][5] - Employers are increasingly relying on partners to rigorously evaluate talent, enhancing their ability to make confident hiring decisions [5]

Years ago, analysts warned Detroit automakers Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) that it would be wise to pull operations out of an increasingly competitive China and instead focus on its core profit engine, North America. While Detroit automakers have been reluctant to give up entirely on the market, the Chinese rivals -- especially those focused on electric vehicles -- are expanding across the globe and undercutting prices with advanced EV technology. Will AI create the world's ...

Ameresco Announces Completion of Multiple Financing and Tax Credit Transfer TransactionsFeb 9, 2026 8:05 AM Eastern Standard Time# Ameresco Announces Completion of Multiple Financing and Tax Credit Transfer TransactionsShare---The Financial Arrangement with CounterpointeSRE and Barings provides flexible access to long-term capital to support Ameresco's growing portfolio of energy storage and renewable infrastructure assetsFRAMINGHAM, Mass. & STAMFORD, Conn.--([BUSINESS WIRE])-- [Ameresco, Inc.], (NYSE: AMRC ...

Core Insights - Yuki has joined the Amazon Web Services (AWS) ISV Accelerate Program, enhancing its market presence and collaboration with AWS partners [1][5] - The platform is designed to manage variable data workloads for GenAI and LLM applications, improving performance and cost predictability [2][6] - Yuki serves as an orchestration layer for Snowflake and BigQuery, optimizing resource allocation and reducing operational drag [3][7] Company Overview - Yuki is a control platform for cloud data warehouses, focusing on automatic workload routing and resource right-sizing [7] - The platform has demonstrated significant cost savings for customers, averaging 42% last year, with quick onboarding processes [5] - Yuki plans to expand its support to additional environments, including Databricks, later in the year [5] Industry Context - The increasing complexity of AI-era data stacks presents governance challenges, which Yuki aims to address through its automation capabilities [6] - The ISV Accelerate Program provides co-sell support, enabling Yuki to leverage AWS's global sales network for better customer outcomes [5][6]

Core Insights - Terra Innovatum Global N.V. has achieved a significant milestone by securing all key components for its SOLO reactor unit, differentiating itself in the advanced-reactor sector [1][3][10] - The company has aligned its supply chain for both nuclear-grade and non-nuclear-grade components, reducing manufacturing and construction risks while ensuring readiness for future deployment [2][6] Supply Chain Readiness - The company has completed supply-chain alignment for critical components, which is essential for de-risking manufacturing timelines and ensuring deployment readiness [2][6] - Key nuclear-grade components secured include safety-critical items such as control and shutdown mechanisms, pressure vessels, and reactor cooling tubes [7] - Non-nuclear-grade components secured include systems vital for power conversion and thermal management, ensuring full integration and execution continuity [5][8] Engineering and Design Philosophy - The early alignment of supply chain elements reflects the company's focus on manufacturability, long-lead planning, and regulatory-aware design [4][9] - The disciplined engineering approach and design philosophy are aimed at enhancing execution and leveraging consolidated R&D and past experience [9] Market Position and Future Outlook - As global demand for clean power increases, the company's supply-chain readiness positions it favorably compared to competitors facing unresolved component sourcing issues [10] - The SOLO reactor is anticipated to be available globally by 2028, with a design that allows for rapid deployment and adaptability to future fuel supplies [14] - The reactor is designed for versatile applications, including CO2-free power solutions for data centers, industrial operations, and medical applications [15]

Core Insights - Omni Bridgeway Limited has demonstrated strong performance metrics in its Investment Portfolio Report as of December 31, 2025, showcasing the strength, scale, and diversification of its global legal assets portfolio [1] Group 1: Financial Performance - The company reported total cash investment proceeds of A$223.7 million for 1H26, including A$37.8 million from OBL-only co-investment proceeds [4] - The overall achieved Multiple on Invested Capital (MOIC) on completions in 1H26 was 2.6x, with a specific MOIC of 3.0x for 2Q26 [4] Group 2: Operational Efficiency - Cash operating expenses have decreased while fee income has increased, with operating expenses tracking significantly below the FY26 budget of A$80 million [4] - Revenues from fees are on track to meet the increased target of A$35 million for FY26 [4] Group 3: Fund Capital Formation - The company has seen positive momentum in fund capital raising, securing an additional US$228 million in external capital commitments for Funds 4/5 Series II [4] - Remaining capacity for these funds is expected to be filled in the near future [4] Group 4: Industry Expertise - The portfolio update coincides with Omni Bridgeway's 40th anniversary, highlighting its long-standing track record and deep sector expertise in legal finance [4]

Core Insights - Iambic has announced a multi-year partnership with Takeda Pharmaceutical valued at over $1.7 billion to leverage artificial intelligence in the design of small-molecule drugs [1] Company Summary - Iambic is a privately held company that focuses on utilizing artificial intelligence for drug design [1] - Takeda Pharmaceutical is a major player in the pharmaceutical industry, based in Japan, and is collaborating with Iambic to enhance its drug development capabilities [1] Industry Summary - The partnership highlights a growing trend in the pharmaceutical industry where artificial intelligence is increasingly being integrated into drug discovery and development processes [1] - The collaboration is expected to drive innovation in small-molecule drug design, potentially leading to more effective treatments [1]