NEW YORK, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway”) (Nasdaq: RENT) announced today the grant of an inducement award to Dhiren Fonseca, the Executive Chair of Rent the Runway’s Board of Directors, effective February 27, 2026. The inducement award is comprised of 802,395 restricted stock units in respect of Rent the Runway’s Class A common stock (“RSUs”). The RSUs will vest as to 25% of the shares underlying the RSUs on October 28, 2026, with the remaining 75% of the RSUs ve ...

Versions[English]---### ContactsMedia contacts: Daniel Noonan, Tradeweb +1 646 767 4677 Tradeweb to Participate in the Raymond James 47th Annual Institutional Investors ConferenceFeb 27, 2026 9:00 AM Eastern Standard Time# Tradeweb to Participate in the Raymond James 47th Annual Institutional Investors ConferenceShare---NEW YORK--([BUSINESS WIRE])--Tradeweb Markets Inc. (Nasdaq: TW), a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced it will ...

Core Insights - Blue Gold (BGL) has entered into a definitive agreement for a $10 million private investment in public equity with Hudson Dunes FZCO, involving the purchase of 2,500,000 ordinary shares at $4.00 per share [1] - This investment signifies a strategic expansion of the relationship between Blue Gold and Hudson Dunes, aligning Hudson Dunes as both a capital partner and a commercial counterparty in Blue Gold's gold trading and tokenization platform [1] - The PIPE investment follows a previously announced partnership that includes a gold supply agreement for up to 1 million ounces of physical gold and a $15 million proprietary gold trading facility [1] - The offering is expected to close on or about March 9, 2026, subject to customary closing conditions [1]

In 2023, Goldman Sachs (NYSE: GS) put out a report titled "The Potentially Large Effects of Artificial Intelligence on Economic Growth. ...

Fund Performance - Harbor Mid Cap Value Fund outperformed the Russell Midcap Value Index in Q4 2025, returning 4.07% compared to the index's 1.42% [1] - For the full year 2025, the Fund gained 15.95%, exceeding the benchmark's return of 11.05% [1] - The S&P 500 Index rose 2.7% in Q4 and 17.9% for the full year, while the Russell Midcap Index only increased by 0.2% in Q4 [1] Investment Strategy - The Fund's excess return of 2.82% in Q4 was primarily driven by selection effects, highlighting a quantitative value discipline focused on fundamental undervaluation, improving momentum, and risk control [1] - Management noted that mid- and small-cap value stocks are trading at more attractive multiples compared to AI-driven large-cap stocks, positioning the Fund to capitalize on opportunities in economically sensitive and cash-generative businesses [1] Company Focus: Amkor Technology, Inc. - Amkor Technology, Inc. is a semiconductor packaging and test services provider, with a one-month return of 0.39% and a market capitalization of approximately $11.999 billion [2] - The stock price of Amkor traded between $14.03 and $57.09 over the last 52 weeks, closing at about $48.52 on February 26, 2026 [2] - The Fund trimmed its position in Amkor due to concerns over valuation despite strong stock price momentum, as earnings and cash flow have not kept pace with the stock price increase [3]

Core Insights - The market surge in the previous year was primarily driven by AI spending and infrastructure development, rather than mere investor sentiment [1][2] - Earnings growth accounted for 13.6 percentage points of the S&P 500 Index's 17.9% return in 2025, indicating that companies generated more profits rather than investors simply paying higher prices for existing profits [2] Investment Landscape - Alger identifies approximately $4.2 trillion in annual private nonresidential fixed investment, which constitutes about 14% of U.S. GDP, with capital being deployed across various sectors including data centers and power infrastructure [3] - The Alger AI Enablers & Adopters ETF (ALAI) targets a diverse range of companies within the AI infrastructure ecosystem, suggesting a multi-trillion dollar spending wave beyond traditional tech names [4] Sector Performance - The projected U.S. AI infrastructure investment is estimated to reach around $10 trillion, with significant initiatives from major companies like Apple Inc. and collaborations such as Project Stargate over the next four years [6] - Power generation and electrical components are critical for building AI data centers, as AI queries require approximately ten times more computing power than traditional searches, leading to increased demand for electricity and cooling systems [7] Portfolio Composition - ALAI's portfolio includes major players like Nvidia Corp., Microsoft Corp., and Meta Platforms Inc., as well as lesser-known infrastructure companies such as Nebius Group and Talen Energy Corp [5][8] - The fund captures a wide range of companies supplying the necessary physical infrastructure to support AI workloads, indicating a comprehensive approach to investment in the AI sector [8] Market Trends - Communication services and information technology sectors have led the S&P 500 Index performance for three consecutive years, with industrials also showing strong performance, reflecting a market preference for companies engaged in capital spending themes beyond just AI [9]

Core Viewpoint - The article discusses the high valuations of U.S. equities, particularly the S&P 500, and argues that these valuations are justified by strong economic fundamentals rather than being overvalued [1] Group 1: Economic Fundamentals - Economic and earnings growth remain resilient, with global earnings revisions trending higher and profitability expanding beyond the technology sector [1] - Rising productivity and ongoing adoption of artificial intelligence (AI) are expected to reinforce record-level profit margins and long-term earnings growth [1] Group 2: Sector Performance - The technology sector contributes significantly to the high valuations of the S&P 500, as it has a higher price-to-earnings ratio compared to the index itself [1] - Earnings growth is broadening across various sectors and regions, including U.S. small-cap stocks and international equities in Japan and Europe [1] Group 3: Investment Strategies - The BNY Mellon Concentrated Growth ETF (BKCG) offers a focused approach to investing in large-cap securities, aiming to capitalize on opportunities within the S&P 500 [1] - BKCG employs a buy-and-hold strategy, selecting 25-35 companies based on fundamental analysis, which allows for returns driven by individual stock performance rather than overall market momentum [1] - As of December 31, 2025, BKCG's net asset value (NAV) increased by 14.58% year-to-date, demonstrating the effectiveness of its concentrated investment strategy [1]

Core Viewpoint - B. Riley has lowered the price target for Blackstone Secured Lending Fund (BXSL) to $27 from $30 while maintaining a Buy rating on the shares, indicating a cautious outlook due to macroeconomic factors affecting the broader BDC group rather than specific weaknesses in Blackstone Secured's earnings [1] Summary by Category - **Price Target Adjustment** - The price target for BXSL has been reduced to $27 from $30 [1] - **Rating** - B. Riley continues to hold a Buy rating on BXSL shares [1] - **Reason for Adjustment** - The reduction in price target is attributed to macro moderations across the BDC group, not due to any specific earnings weakness of Blackstone Secured [1]

Piper Sandler analyst Paul Newsome raised the firm’s price target on Slide Insurance (SLDE) to $24 from $22 and keeps an Overweight rating on the shares following quarterly results. The firm notes top-line growth was better than it and consensus expected. Guidance for 2026 was for top-line and bottom-line growth that is better than Piper expected as well. The firm thinks Slide had a solid quarter. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try No ...

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 ...