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KKR: The Value Case Is Strong, Despite The Macro Risks (Rating Upgrade)
Seeking Alpha· 2026-01-26 02:30
Group 1 - Private equity stocks have gained attention recently due to the bankruptcies of Tricolor and First Brands in late 2025, highlighting the underlying financial risks in the equity market [1]
SPROUTS DEADLINE: ROSEN, A TOP RANKED LAW FIRM, Encourages Sprouts Farmers Market, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SFM
Globenewswire· 2026-01-26 02:25
Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities or sold put options of Sprouts Farmers Market, Inc. during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit [1][3]. Group 1: Class Action Details - Investors who purchased Sprouts securities or sold put options between June 4, 2025, and October 29, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by January 26, 2026 [3]. Group 2: Case Background - The lawsuit alleges that the defendants provided misleading information regarding Sprouts' growth potential for fiscal year 2025, claiming resilience in the customer base despite macroeconomic pressures [5]. - It is claimed that while the defendants made overwhelmingly positive statements, they concealed material adverse facts that indicated a potential slowdown in sales growth due to a more cautious consumer [5].
India’s LNG buyers stall deals as they await record supply wave
The Economic Times· 2026-01-26 02:19
Major buyers including The talks will be a key topic at India Energy Week, which kicks off on Tuesday and will be attended by major producers including Abu Dhabi National Oil Co. and TotalEnergies SE. These companies have invested billions of dollars in massive export plants and new supply on the bet that demand in Asia, including India, will rise for years as the region powers fast-growing industries and transitions away from dirtier fossil fuels.India for years had a goal of gas making up 15% of its ener ...
ROSEN, TOP RANKED INVESTOR RIGHTS COUNSEL, Encourages F5, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - FFIV
TMX Newsfile· 2026-01-26 02:19
Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities between October 28, 2024, and October 27, 2025, of the February 17, 2026, deadline to become lead plaintiffs in a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought F5 securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court by February 17, 2026, to serve as lead plaintiff, representing other class members [2]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting that many firms issuing notices lack comparable experience [3]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company, and has consistently ranked highly in securities class action settlements since 2013 [3]. Group 3: Case Allegations - The lawsuit alleges that F5's management misrepresented the company's revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, leading to investor damages when the truth was revealed [4].
Japan Government Bond Yields, Stocks Fall After Yen's Rebound
WSJ· 2026-01-26 02:15
Core Viewpoint - Japanese government bond yields and stocks experienced a decline as U.S. and Japanese authorities indicated readiness to intervene in the currency market to support the yen, leading to a rebound in the Japanese currency [1] Group 1 - Japanese government bond yields fell on Monday, reflecting market reactions to potential government intervention [1] - Stock prices in Japan also dropped, indicating a broader market response to currency stabilization efforts [1] - The yen showed signs of recovery following the announcements from U.S. and Japanese authorities, suggesting a direct impact on currency valuation [1]
Samsung Nears Nvidia’s Approval for Key HBM4 AI Memory Chips
MINT· 2026-01-26 02:11
Core Viewpoint - Samsung Electronics is nearing certification from Nvidia for its AI memory chip HBM4, aiming to close the competitive gap with SK Hynix [1][2]. Group 1: Samsung's Progress - Samsung has entered the final qualification phase with Nvidia after supplying initial samples in September [2]. - The company is preparing for mass production of HBM4 in February, with shipments expected to commence soon [3]. - Samsung's shares increased by up to 3.2% in Seoul, while SK Hynix's stock experienced a similar decline [3]. Group 2: Market Context - Samsung, SK Hynix, and Micron Technology are leading in AI memory, with all three companies seeing significant stock surges due to a memory shortage in the electronics industry [4]. - The combined market value of these three memory chip manufacturers has increased by approximately $900 billion since early September [4]. Group 3: Future Prospects - Investor optimism is growing that Samsung may supply components for Nvidia's upcoming flagship Rubin processors, which have primarily relied on SK Hynix for advanced memory chips [5]. - Samsung is expected to begin HBM4 shipments to Nvidia and Advanced Micro Devices in the coming month [6].
Why Planet Labs Is a Great Buy This Year
The Motley Fool· 2026-01-26 02:11
Core Insights - Planet Labs has signed a significant nine-figure multiyear deal with the Swedish Armed Forces, highlighting the importance of real-time Earth data for various applications including defense and climate monitoring [1][3] - The company's stock has seen substantial growth, increasing by 28% year-to-date and 468% over the past year, driven by strong quarterly earnings and the recent military contract [2][4] Financial Performance - In the third quarter of fiscal 2026, Planet Labs reported record revenue of $81 million, with a backlog of $734 million, reflecting a year-over-year growth of 216% [4] - The company has over 80% of its contracts as multiyear agreements, indicating a stable revenue growth trajectory for the coming years [4][6] - Planet Labs is improving its financials by slowing cash burn and achieving positive adjusted EBITDA, with potential for GAAP profitability in the near to intermediate term [7] Market Position and Strategy - Planet Labs operates on a subscription model, providing clients with access to satellite data, and has secured three major satellite services contracts in the past year [3] - The company’s strengths include multiyear government contracts and the ability to deliver real-time Earth imagery, along with AI-driven insights that are machine-learning-ready [6] Risks and Challenges - Geopolitical instability can both drive demand for satellite data and pose risks, as seen with negative stock responses during heightened tensions among allies [5] - The high costs associated with building, launching, and maintaining satellites present a financial risk, particularly if key contracts do not materialize [8] - The sales cycle for acquiring new enterprise-level customers is slow and challenging, which could impact future revenue growth [8]
Vishay Intertechnology: A Pick-And-Shovel Play For Cyclical Exposure (NYSE:VSH)
Seeking Alpha· 2026-01-26 02:08
Core Viewpoint - The semiconductor industry has faced significant challenges over the past year, particularly for companies lacking exposure to growth markets such as AI and data centers [1] Group 1: Industry Challenges - Companies that provide diversified components like MOSFETs, resistors, capacitors, and diodes have experienced slow growth due to the lack of meaningful exposure to high-growth sectors [1]
Vishay Intertechnology: A Pick-And-Shovel Play For Cyclical Exposure
Seeking Alpha· 2026-01-26 02:08
Core Viewpoint - The semiconductor industry has faced significant challenges over the past year, particularly for companies lacking exposure to growth markets such as AI and data centers [1] Group 1: Industry Challenges - Companies that provide diversified components like MOSFETs, resistors, capacitors, and diodes have experienced slow growth due to the lack of meaningful exposure to high-growth sectors [1]
How to disable ACR on your TV (and why doing so makes such a big difference)
ZDNET· 2026-01-26 02:00
Adam Breeden/ZDNETFollow ZDNET: Add us as a preferred source on Google.ZDNET's key takeawaysSmart TVs track viewing habits with ACR tech.Collected data fuels billions in targeted ads.Turning off ACR protects privacy but takes effort.Did you know that whenever you turn on your smart TV, you invite an unseen guest to watch it with you?These days, most mainstream TVs use automatic content recognition (ACR), a type of ad-tracking technology that collects data on everything you watch and sends it to a central ...