Key Takeaways SLB has secured long-term deepwater contracts and sees offshore activity rising by 2026.Enbridge derives 98% of EBITDA from take-or-pay contracts, supporting stable earnings.ENB trades at 16.63X EV/EBITDA, above SLB's 10.43X valuation multiple.In the energy sector, SLB (SLB) and Enbridge Inc. (ENB) are two leading companies with contrasting business operations. SLB is an energy technology company and a leading oilfield services provider to upstream companies worldwide. The company provides dig ...

uh you know I well actually I'm keeping an eye on on FSK but I want to come back to that later that's a KKR related entity uh that's down but I do want to come to an interesting fight that's brewing over Janice >> Janice yes >> and I wanted to report on that >> the gym broke us the first time invest came along >> I mean then I this morning I said oh my god I hope favor of something I'm embarrassed >> I got I got plenty baby I got plenty for you um this is an interesting one a company called Victory Capital ...

Lemonade (NYSE: LMND), the online insurer that used AI chatbots and algorithms to streamline the onboarding and claims processes, went public at $29 per share in July 2020. Its stock subsequently went through some wild swings, but it now trades at about $55. Will this volatile stock generate sweeter returns by 2030, or will it turn sour? Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopo ...

Core Viewpoint - The stock market showed positive movement with Dow Jones futures rising 0.2% and S&P 500 futures gaining 0.1% following lower-than-expected weekly jobless claims from the Labor Department, while Nvidia experienced significant gains after strong earnings reports [1]. Group 1: Stock Market Performance - Dow Jones futures increased by 0.2% and S&P 500 futures rose by 0.1% [1] - Nasdaq-100 index futures also moved up slightly ahead of the market opening [1] Group 2: Nvidia's Performance - Nvidia was highlighted as an early winner in the stock market due to its strong earnings [1] - Nvidia's future revenue potential from robotaxis is projected to reach "hundreds of billions" as fleets from companies like Tesla and Waymo proliferate [1] - Nvidia's earnings report exceeded Wall Street targets, contributing to a rise in its stock price [1]

Group 1 - The Federal Trade Commission (FTC) has accused a major big-box retailer of misleading drivers regarding their potential earnings [1] - The allegations suggest that the retailer provided deceptive information that inflated expected income for drivers [1] - This case highlights ongoing scrutiny of large retailers and their advertising practices, particularly in the gig economy [1]

Retail investors rushed into Nvidia on Thursday following the chipmaker's latest earnings report, according to VandaTrack.Mom-and-pop traders recorded their highest levels of net buying in the stock during the first 80 minutes of a trading day going back to at least 2012, according to analyst Viraj Patel. Retail is not behind the selling that led to a lackluster reaction to the blockbuster results, Patel said.There's a caveat: Patel said there's strong selling in addition to buying in the chipmaker. That ca ...

Shake Shack's Earnings Explosion Sends Shares Soaring - 24/7 Wall St.[S&P 5006,882.50 -1.21%][Dow Jones49,313.20 -0.31%][Nasdaq 10024,923.80 -1.95%][Russell 20002,649.63 -0.59%][FTSE 10010,836.30 +0.20%][Nikkei 22558,492.40 -2.50%][Stock Market Live February 26, 2026: S&P 500 (SPY) Flat as Markets Digest Nvidia Earnings][Investing]# Shake Shack's Earnings Explosion Sends Shares Soaring### Quick ReadShake Shack (SHAK) Q4 EPS of $0.37 beat consensus by 173%. Revenue grew 24.8% to $400.53M.Shake Shack cut new ...

Core Insights - Sealed Air Corporation (SEE) is set to report its fourth-quarter 2025 results on March 2, with net sales expected to decline by 2.4% year-over-year to $1.34 billion and earnings projected to fall by 4% to 72 cents per share [1][4]. Financial Performance - The Zacks Consensus Estimate for fourth-quarter net sales is $1.34 billion, reflecting a 2.4% decrease from the previous year [1]. - The earnings estimate for the fourth quarter is 72 cents per share, indicating a year-over-year decline of 4% [1]. - Sealed Air's earnings have historically exceeded Zacks Consensus Estimates, with an average surprise of 21.1% over the last four quarters [2][3]. Segment Analysis - The Protective segment is expected to see a volume decline of 3.4%, leading to a projected sales drop of 6.5% to $421 million [10]. - The Food segment's sales are anticipated to decrease by 1.1% to $912 million, although adjusted EBITDA may rise by 0.4% to $209 million [9][10]. - Overall, Sealed Air's volumes are projected to decline by 1.9%, with a pricing decrease of 1.3% expected for the quarter [10]. Strategic Initiatives - The company's "Reinvent SEE Strategy" is contributing to productivity gains and helping to mitigate supply chain challenges, which is expected to positively impact operating margins in the fourth quarter [11]. Stock Performance - Over the past year, Sealed Air's stock has increased by 30.1%, significantly outperforming the industry average growth of 0.9% [12].

I've been talking on and off about a market rotation since October last year, but most recently in “ The Mag 7 Hit A Critical Level. ” The short of it, to catch new readers up toWriter | Investment Advisor | Economics Wonk | Top 5% on TipRanks | Long Signal, Short Noise | Author of The Macro Obsession, a weekly newsletter on current events and trends in finance, tech, and the real economy. My work focuses on my quest to uncover narrative trends before mainstream financial media, a process I've been describi ...

Core Insights - Skillsoft Corp.'s (SKIL) Percipio has transitioned the company from a traditional content provider to an AI-first skill-management organization, which is crucial for its market positioning [1] - The launch of the next-gen Skillsoft Percipio platform addresses the increasing demand for a connection between learning, skills development, and business performance, with a focus on workforce readiness [2] - Percipio's repositioning is supported by CAISY, LX Design Studio, and agentic AI capabilities, enabling faster bespoke content generation and efficient management of human and AI agents [3] Performance Metrics - The AI learner base increased by 74% year over year, while AI learning hours rose by 158%, indicating that Percipio is a key growth driver for the company [4][8] - The dollar retention rate for the talent development solutions segment remained at 99%, showcasing Percipio's role in retaining recurring revenues from existing customers [4][8] Strategic Positioning - Percipio allows SKIL to move away from the commoditized content market and enter the skills intelligence domain, with optimism about its potential to drive measurable business outcomes [5] - The company has experienced a significant decline in share price, dropping 84.7% over the past year, contrasting with the industry's 7% growth [6] Valuation Insights - SKIL trades at a 12-month forward price-to-earnings ratio of 0.86X, significantly lower than peers Enpro Inc. at 29.36X and Coherent Corp. at 40.78X, as well as the industry average of 21.95X [10] - The Zacks Consensus Estimate for EPS for 2026 and 2027 is projected at $4.17 and $4.64, respectively, remaining flat over the past 60 days [13]