But my excitement really comes from looking forward to 2026 and the opportunity to break all those records we set last year. Look. Looking into the future, all our end markets have strong tailwinds. The commercial aftermarket has experienced an increase in the average age of the in-service fleet. Pre-COVID, the average was approximately 11 years. Today, it sits at fourteen-plus years. The older the fleet, the more demand for aftermarket parts. We love that. This is a trend we can expect to continue well int ...

Core Viewpoint - Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Weis Markets, Inc. due to concerns over executive officers' actions and the possibility of recovering investor losses under federal securities laws [1]. Group 1: Investigation Details - The investigation was initiated following Weis Markets' disclosure on February 26, 2026, that it will restate certain financial statements from fiscal years 2022 through 2024 and interim financial statements for 2025 due to inaccurately recorded and overstated inventory [3]. - Weis Markets announced a delay in filing its 2025 Annual Report on Form 10-K while it completes the review and restatement process [3]. - Following these disclosures, Weis Markets' shares experienced a decline on February 26, 2026, prompting the investigation into compliance with federal securities laws [4]. Group 2: Investor Information - Investors who purchased Weis Markets securities and suffered losses are encouraged to join the investigation, with no cost or obligation [2]. - For further information, investors can contact Jim Baker at Johnson Fistel [2]. Group 3: About Johnson Fistel - Johnson Fistel, PLLP is a nationally recognized shareholder-rights law firm with multiple offices across the United States, representing both individual and institutional investors in securities class action lawsuits [5]. - The firm has been recognized among the Top 10 Plaintiff Law Firms in 2024, having recovered approximately $90,725,000 for clients in cases where it served as lead or co-lead counsel [6].

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach between equity and derivatives [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens through thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying after a sell-off, which may indicate confidence in the company's future performance [1] - Professional background checks are conducted on insiders who purchase shares, adding an additional layer of due diligence [1]

Core Viewpoint - C3.ai has faced significant challenges, leading to a drastic reduction in workforce and a reevaluation of its revenue guidance, indicating a fundamental shift in the company's growth trajectory [1][4]. Financial Performance - The fiscal third quarter revenue was reported at $53.3 million, representing a 50% year-over-year decline and falling short of the $75.9 million expected by analysts [3]. - The adjusted EPS showed a net loss of $0.40 per share, which is wider than the anticipated loss of $0.29 [3]. Workforce and Organizational Changes - The company has reduced its workforce by 26% as part of a strategy to restructure its cost basis and enhance flexibility [1]. - CEO Stephen Ehikian has flattened the organization by removing layers of management, with top sales personnel now reporting directly to him [6]. Revenue Guidance and Market Reaction - C3.ai has cut its full-year revenue guidance from a previous high of $484 million to a range of $246 million to $250 million, indicating a significant reevaluation of its growth prospects [4]. - Following the earnings report, C3.ai's stock dropped nearly 20%, reflecting investor concerns over the revenue miss and the company's departure from previous guidance [2]. Market Conditions and Strategy - The CEO described the commercial sector as being in "pilot purgatory," where companies are interested in AI but hesitant to commit to large-scale deals [7]. - Despite a 134% increase in federal and defense bookings, these wins have not yet translated into the commercial scale necessary to support the company's previous valuation [5].

Key Takeaways URBN Q4 EPS hit $1.43, up 37.5% y/y, as sales rose 10.1% to $1.8B, beating estimates.Nuuly sales grew 42.6% y/y on a 40.3% jump in active subscribers.Urban Outfitters projects high-single-digit sales growth and a 25-bps margin expansion in FY27.Urban Outfitters, Inc. (URBN) reported impressive results in fourth-quarter fiscal 2026, wherein the top and bottom lines beat the Zacks Consensus Estimate. Also, both metrics improved from the prior-year quarter’s reported figure.In the fiscal fourth q ...

Key Takeaways FEMSA Q4 adjusted EPS of 92 cents missed estimates, revenues beat estimates on gains across all businesses.FEMSA Proximity Americas sales rose 5.3%, with 4.4% same-store growth and 5% ticket gains.FEMSA's operating margin expanded to 11.2%, though Health division operating income plunged 52.3%.Fomento Economico Mexicano S.A.B. de C.V. (FMX) , alias FEMSA, reported fourth-quarter 2025 adjusted net majority earnings per ADS of 92 cents, up from 46 cents in the year-ago quarter, but missed the Za ...

Key Takeaways Lamborghini drops its fully electric Lanzador, shifting the model to a PHEV strategy.Lamborghini cites limited demand and buyers' preference for V8 and V12 performance.VWAGY unit targets a fully hybrid lineup by 2030, delaying pure EV plans.Volkswagen (VWAGY) -owned Lamborghini has dropped plans to introduce its first fully electric vehicle (EV), marking a major shift in its electrification strategy. The move comes after an internal assessment of customer demand and overall market readiness fo ...

Core Viewpoint - Zoom's fourth quarter earnings report is perceived as mixed, leading to a decline in share prices despite a solid revenue growth of 5.3% in the enterprise segment and 7.1% overall [1][8]. Group 1: Importance of AI - In the age of AI, Zoom is positioned to become more essential by bridging human-to-human interactions with system actions, streamlining workflows that traditionally require manual updates [2][4]. - The company emphasizes that human-to-human interactions remain crucial for driving business outcomes, while AI can enhance human-to-system interactions by automating tasks [4][6]. Group 2: Monetization and Market Position - Zoom is confident in its ability to monetize its technology in the near term, leveraging its unique position in facilitating human interactions [6][8]. - The company acknowledges concerns regarding competition from various AI applications but maintains a focus on its core strength in human interactions [7][8]. Group 3: Financial Performance and Investments - Despite missing earnings per share (EPS) expectations due to tax issues, the company expresses confidence in future growth, particularly looking towards fiscal year 2027 [8]. - Zoom holds a stake in Anthropic, which has generated a significant pre-tax gain of $532 million in Q4, but the company is not considering selling this stake at the moment [9].

The average long-term U.S. mortgage rate slipped this week below 6% for the first time since late 2022, good news for home shoppers as the spring homebuying season gets rollingFILE - A sign is posted for a new home for sale in Ambler, Pa., Oct. 16, 2025. (AP Photo/Matt Rourke, File)The average long-term U.S. mortgage rate slipped this week below 6% for the first time since late 2022, good news for home shoppers as the spring homebuying season gets rolling.The benchmark 30-year fixed rate mortgage rate fell ...

Let's turn to the moves in a few high-profile software names. Salesforce and Snowflake out with their results. Sema Modi with us now and has more on the readthrough.Sema, a nice bounce here with these two software names. I think for Salesforce, the big focus is on Agent Force, that AI pl agent platform that continues to gain momentum as we saw in this quarter with annual reoccurring revenue jumping to $800 million from 540 in the previous quarter. And over 60% of new bookings are coming from existing custom ...