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ECAT: The Tech-Heavy ESG Fund That May Outperform Through Asset Rotation
Seeking Alpha· 2026-02-05 18:47
The BlackRock ESG Capital Allocation Term Trust ( ECAT ) is a closed-end fund designed to provide investors with diversified equity and fixed-income exposure in companies that meet the fund’s environmental, social, and governance [ESG] standard. The strategy is broadly diversified across 659 individual holdings andMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investme ...
Kirby Q4 Earnings Surpass Estimates, Increase Year Over Year
ZACKS· 2026-02-05 18:45
Key Takeaways KEX reported Q4 EPS of $1.68, beating consensus and rising 30.2% year over year despite a slight revenue miss.KEX's marine transportation revenue rose 3.2% as operating income grew to $100.3M and margins rose to 20.8%.KEX saw distribution and services revenue jump 10.3%, led by 47% growth in power generation.Kirby Corporation (KEX) reported fourth-quarter 2025 earnings of $1.68 per share, which surpassed the Zacks Consensus Estimate of $1.62 and improved 30.2% year over year. Total revenues of ...
Palantir Technologies (PLTR) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2026-02-05 18:45
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style S ...
3 Reasons Why Growth Investors Shouldn't Overlook Kennametal (KMT)
ZACKS· 2026-02-05 18:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the he ...
Infineon Technologies (IFNNY) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2026-02-05 18:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...
Hedge Fund and Insider Trading News: Chris Rokos, Michael Burry, Stanley Druckenmiller, Scott Bessent, Jain Global, D E Shaw, Kinder Morgan Inc (KMI), Micron Technology Inc (MU), and More
Insider Monkey· 2026-02-05 18:45
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a substantial shift in the global economy driven by AI innovations [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]
PDD Holdings: Temu Pessimism Offers A Discount On China's Best Fortress Balance Sheet
Seeking Alpha· 2026-02-05 18:45
PDD Holdings Inc. ( PDD ) fell significantly in recent months, which I believe offers an opportunity to get one of China’s strongest balance sheets at a significant discount, with strong recovery potential, while the market focuses onI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for abou ...
Eli Lilly's 2026 Outlook Push Back Demand Fears: Analyst
Benzinga· 2026-02-05 18:44
Eli Lilly and Co. (NYSE:LLY) stock is trading lower on Thursday, possibly on profit-taking after the stock rallied roughly 10% on Wednesday.On Wednesday, Eli Lilly reported fourth-quarter adjusted earnings of $7.54 per share, beating the consensus of $6.67.The company’s sales reached $19.3 billion, beating the consensus of $17.96 billion.The obesity drug maker expects sales between $80 billion-$83 billion compared to the Wall Street estimate of $77.62 billion.Eli Lilly sees fiscal 2026 adjusted earnings of ...
Evercore Stock Rises as Q4 Earnings Beat, Revenue Reaches Record Level
ZACKS· 2026-02-05 18:41
Key Takeaways EVR shares climbed 5.2% after Q4 adjusted EPS of $5.13 topped the $3.83 consensus estimate.EVR posted record Q4 adjusted net revenue of $1.29B, primarily driven by Investment Banking & Equities growth.EVR reported full-year 2025 adjusted EPS of $14.56 and record revenues of $3.88B despite higher costs.Shares of Evercore Inc. (EVR) gained 5.2% in yesterday’s trading session after reporting better-than-expected results. It reported fourth-quarter 2025 adjusted earnings per share (EPS) of $5.13, ...
Itau Unibanco Q4 Earnings & Revenues Rise Y/Y, Expenses Up
ZACKS· 2026-02-05 18:41
Key Takeaways ITUB reported Q4 recurring managerial results of R$12.3B, up 13.2% year over year on higher revenues.ITUB saw operating revenues rise 7.9% in Q4, while the managerial financial margin increased 7.3%.ITUB's non-interest expenses climbed 3.7%, though the efficiency ratio improved to 38.9%.Itau Unibanco Holding S.A. (ITUB) reported recurring managerial results of R$12.3 billion ($2.35 billion) for the fourth quarter of 2025, which increased 13.2% year over year.Results were driven by higher reven ...