Key Takeaways CG shares rose 5.9% as Q4 post-tax distributable EPS of $1.01 met estimates and beat last year's result.Carlyle's Q4 segment revenue rose 15.1% to $1.09B, driven by higher fees and performance revenue growth.CG's total AUM increased 8.1% Y/Y to $476.9B, though a 16.1% rise in expenses remained a headwind.Shares of The Carlyle Group Inc. (CG) gained 5.9% during Friday’s trading session as fourth-quarter 2025 post-tax distributable earnings per share of $1.01 matched the Zacks Consensus Estimate ...

SAN DIEGO--(BUSINESS WIRE)---- $DOOR #Doors--Robbins LLP informs stockholders that a class action was filed on behalf of all sellers of Masonite International Corporation (NYSE: DOOR) (k/n/a Owens Corning's Doors) common stock between June 5, 2023 and February 8, 2024. Masonite is a leading global designer, manufacturer, marketer, and distributor of interior and exterior doors and door solutions for the residential and non-residential building construction markets' new construction and repair, renovation an ...

Vancouver, British Columbia--(Newsfile Corp. - February 9, 2026) - Akwaaba Mining Ltd. (TSXV: AML) ("Akwaaba" or the "Company") with profound sadness, announces the passing of Heidy Arocha Rodriguez, a distinguished member of our Board of Directors, who passed away on February 7, 2026.Allan Green, Chairman of the Board, issued the following statement:"On behalf of the entire Board and the employees of Akwaaba, I want to extend our deepest condolences to Heidy's family and loved ones. Heidy was more than ju ...

Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. For decades, the country has supplied about 40% of global uranium, keeping fuel plentiful and prices tame. Now its biggest mines are nearing peak output, with existing production set to fall sharply over the next two decades.In a market where it takes nearly 20 years to move from discovery to production, that isn't just bad timing — it's a structural supply shock in s ...

Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. For decades, the country has supplied about 40% of global uranium, keeping fuel plentiful and prices tame. Now its biggest mines are nearing peak output, with existing production set to fall sharply over the next two decades.In a market where it takes nearly 20 years to move from discovery to production, that isn't just bad timing — it's a structural supply shock in s ...

Key Takeaways Wabtec raised its quarterly dividend to 31 cents per share from 25 cents.Wabtec has been consistently making efforts to reward its shareholders through dividends and share buybacks.During the first nine months of 2025, WAB repurchased shares worth $148M and paid $130M in dividends.In a shareholder-friendly move, Wabtec Corporation (WAB) board of directors approved a dividend hike of 24%, thereby raising its quarterly cash dividend to 31 cents per share ($1.24 annualized) from 25 cents ($1.00 a ...

Core Insights - The investment landscape in 2025 has been heavily influenced by the rise of Artificial Intelligence (AI) companies, leading to significant market gains across major indices, with the S&P 500 up 17.88% and the Russell 2000 up 12.81% [4] - There is a growing concern about a potential market bubble, as high-quality businesses have underperformed low-quality ones, particularly in the small-cap sector [6][7] - AI-related stocks have dramatically impacted the S&P 500, accounting for 45% of its market cap and 78% of its returns since the launch of ChatGPT in November 2022 [12][15] Investment Performance - FMI's portfolios have generated solid double-digit annual returns over the past three years but have lagged behind broader indices due to a focus on business quality and valuation [5] - The disparity in performance between high-quality and low-quality stocks has been stark, with low-quality stocks outperforming significantly in 2025 [6][7] Market Dynamics - The MSCI EAFE Quality Index has underperformed the MSCI EAFE by approximately 10% in both local and USD terms, indicating a broader trend of low-quality stocks outperforming in international markets as well [8] - The capital spending in the tech sector, particularly related to AI, has contributed significantly to U.S. GDP growth, accounting for 40%-45% through the first nine months of 2025, a stark increase from less than 5% in the same period of 2023 [18] Company Insights - Hayward Holdings Inc. is highlighted as a resilient small-cap company in the pool equipment market, with strong pricing power and a solid balance sheet, despite facing weak demand in the newly built and remodeled pool segments [26] - Accenture PLC is positioned to benefit from the AI boom, as its consulting services are increasingly in demand for enterprises adopting AI technologies, despite facing cyclical pressures [30] - Smiths Group PLC is transitioning to a more focused portfolio, improving its growth and profitability profile while maintaining a strong balance sheet [31] AI Impact - The concentration of AI-related stocks in the S&P 500 raises concerns about market sustainability, as these stocks have driven a significant portion of market returns and earnings growth [12][15] - The capital intensity of AI companies is increasing, with expectations that they will need to generate $2 trillion in revenue by 2030 to meet demand, which may not be achievable [21]

A new currency crisis could be in the offing, Desmond Lachman writes in a guest commentary. ...

The Danish drugmaker's patent lawsuit is the company's latest effort to shore up its place in the booming weight-loss drug market. ...

Amazon, Meta, and Alphabet are pour billions into AI. Walmart could borrow their massive capital expenditures to transform itself. ...