Feb 27 - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Sign up here. Hello Morning Bid readers! Speaking of energy, one would have needed a lot of it to stay up though all of President Donald Trump's State of the Union address on Tuesday, which clocked in at a record one hour and 47 minutes. It offered little in the way of new ideas for addressing Americans' affordability concerns, with the exception of a plan to boost Americans' retirement ...

Core Viewpoint - Bleichmar Fonti & Auld LLP is investigating United Homes Group, Inc. for potential breaches of fiduciary duties by its board of directors in relation to a proposed take-private sale that offers shareholders $1.18 per share, significantly lower than the recent trading price of $2.38, representing over a 50% discount [1][2][3]. Group 1: Investigation Details - The investigation focuses on whether the proposed sale price of $1.18 per share is unfairly low compared to the stock's previous closing price [2][3]. - The deal would result in all stockholders being cashed out, raising concerns about the board's fiduciary responsibilities to ensure fair value for shareholders [1][3]. Group 2: Shareholder Actions - Current shareholders of United Homes Group are encouraged to seek additional information and may have legal options available to them [2][4]. - The law firm operates on a contingency fee basis, meaning shareholders will not incur costs unless the case is successful [4].

A view of Bryggen, the historic Hanseatic Wharf in Bergen, Norway, on Sept. 16, 2024.Norway's $2 trillion oil fund, the largest of its kind, generated an annual profit of about $248 billion last year, with strong gains in global equities driving a 15.1% return.Norges Bank Investment Management (NBIM) manages the fund, which was set up in the 1990s to invest revenues from Norway's oil and gas industry, on behalf of the Norwegian population. It's an investor in more than 7,200 companies across 60 countries an ...

Core Viewpoint - GFL Environmental Inc. has announced the renewal of its normal course issuer bid (NCIB) for a 12-month period, allowing the repurchase of up to 27,396,513 subordinate voting shares, representing 10% of the public float as of February 18, 2026 [1] Summary by Relevant Sections Share Repurchase Program - The NCIB will commence on March 3, 2026, and end no later than March 2, 2027, and will be conducted through the TSX and NYSE [1] - GFL had 346,575,862 subordinate voting shares outstanding as of February 18, 2026 [1] - A maximum of 27,396,513 shares may be repurchased under the NCIB, which will be cancelled upon repurchase [1] Exemptive Relief from Ontario Securities Commission - GFL has received an order from the Ontario Securities Commission allowing it to repurchase shares from underwriters in Ontario, permitting purchases of up to 50% of shares offered for resale in any secondary offering [1] - The maximum number of shares that can be repurchased under this order is 34,657,586, representing 10% of the current issued and outstanding shares [1] - The order will expire 12 months from the date of the announcement, and purchases will be overseen by a special committee of independent directors [1] Previous NCIB Performance - Under the previous NCIB that began on March 3, 2025, GFL was authorized to repurchase up to 28,046,256 subordinate voting shares, of which 18,360,127 shares were repurchased [1] Company Overview - GFL is the fourth largest diversified environmental services company in North America, providing solid waste management services across Canada and 18 U.S. states [1] - The company employs over 15,000 individuals [1]

A long-term investor passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risk. I invest in high-quality, wide-moat companies that generate strong cash flow and trade at a fair price relative to their value. My research interests cover technology & semiconductors. Please feel free to subscribe to my channel to support its development.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned ...

Core Viewpoint - U.S. stock index futures declined as concerns over artificial intelligence impacted technology stocks, with the Nasdaq facing its largest monthly decline since March 2025, while investors anticipated important inflation data later in the day [1] Group 1: Market Performance - U.S. stock index futures experienced a drop on Friday [1] - The Nasdaq is projected to have its steepest monthly decline since March 2025 [1] Group 2: Sector Impact - Growing unease regarding artificial intelligence has negatively affected technology stocks [1] Group 3: Investor Sentiment - Investors are awaiting key inflation data, which may influence market movements [1]

Well, I'm going to get up with the financial markets this morning and say three things to them. Firstly, we're extremely confident about the future of Pearson for two reasons. One, that AI is an enormous tailwind for our business. How is your moat protected at this point as you look out into the future. >> Well, the there are two reasons why I feel very strongly about the future for Pearson. The first one is AI as you know is driving a reconfiguration of jobs. uh and every CEO I talked to around the world u ...

Core Insights - SourceDay has been recognized in The Hackett Group's 2025–2026 50 to Know list, highlighting its influence in the global procurement technology market [1] - The recognition emphasizes the importance of purchase order execution in driving operational reliability for manufacturers and distributors [1][2] Company Recognition - SourceDay's inclusion in the 50 to Know list is attributed to its specialization in purchase order lifecycle management and supplier collaboration, which enhances execution reliability [2] - This marks the sixth consecutive year SourceDay has been acknowledged in Spend Matters' recognition programs, reinforcing its mission to improve business predictability for manufacturers and distributors [2] Importance of Purchase Order Management - Effective purchase order lifecycle management is crucial for aligning supplier execution with ERP accuracy, impacting a company's ability to meet customer expectations [4] - The divergence between supplier realities and ERP data can lead to operational failures, such as late deliveries and increased inventory costs [3] Role of Data Quality in AI - Accurate ERP data is essential for the success of AI initiatives in procurement and supply chain, as unreliable data can lead to ineffective AI models [5] - Predictable execution enhances the credibility of AI initiatives, making disciplined purchase order management vital [5] Supplier Engagement - SourceDay operates a network of over 120,000 suppliers, which is designed to enhance engagement and improve execution reliability [6] - Increased supplier participation leads to better ERP data accuracy, reducing friction and improving confirmation rates [7] Operational Momentum - SourceDay has achieved a quarterly run rate exceeding $5 billion in purchase order volume, indicating strong adoption among manufacturers and distributors focused on execution control [10] - The recognition by The Hackett Group reinforces SourceDay's role as a critical control layer between ERP plans and supplier performance [10] Company Overview - SourceDay aims to protect revenue, margin, and cash flow by managing the purchase order lifecycle and aligning supplier expectations with reality [12] - As a leading purchase order management platform, SourceDay connects ERP systems to a vast supplier network, ensuring that purchase orders remain confirmed and controlled [12]

Group 1: Dell Technologies - Dell's Infrastructure Solutions revenue grew 73% to $19.6 billion, indicating strong demand for AI servers [1] - The company disclosed a $43 billion AI server backlog, providing visibility into future revenue growth [1] - CEO Jeff Clarke expressed confidence in the company's ability to convert AI demand into sustainable revenue, with a focus on maintaining margins as AI server sales increase [1] Group 2: Intuit - Intuit reported Q2 revenue of $4.651 billion, exceeding the consensus estimate of $4.532 billion by 2.62%, and non-GAAP EPS of $4.15, surpassing the estimate of $3.68 by nearly 13% [1] - Despite strong Q2 results, Intuit's Q3 non-GAAP EPS guidance of $12.45 to $12.51 fell short of the consensus estimate of $12.97, leading to a decline in share price [1] - The Online Ecosystem segment grew 21%, driven by QuickBooks Online, but overall guidance for the full year was reiterated at levels slightly below analyst expectations [1]

SummaryBrent projected to average $63.85 per barrel in 2026WTI projected to average $60.38 per barrel in 2026For table of crude price forecasts, clickFeb 27 (Reuters) - Supply risks from ongoing geopolitical tensions have prompted analysts to raise their oil price forecasts for the year, despite concerns that an oversupply will continue to weigh on the market.The survey of 34 economists and analysts conducted in February forecast that Brent crude would average $63.85 per barrel in 2026, up from January's fo ...