Chemed (NYSE:CHE) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsHolley Schmidt - Vice President and Assistant ControllerJoanna Gajuk - Director of US Equity ResearchJoel Wherley - COOKevin McNamara - President and CEOMichael Witzeman - CFOConference Call ParticipantsBen Hendrix - AnalystBrian Tanquilut - Senior Equity Analyst and Healthcare Services Equity ResearchOperatorGood day, and thank you for standing by. Welcome to the Chemed Corporation fourth quarter 2025 earnings confere ...

OUT NEW LEAGUES. NANCY GUTHRIE. INVESTIGATORS LOOKING INTO TENS OF THOUSANDS OF TIPS FROM THE PUBLIC AS THE SHERIFF RULES OUT THE GUTHRIE FAMILY AS SUSPECTS IN THE CASE.NOW, TESTING IS UNDERWAY ON A PAIR OF GLOVES THAT APPEAR TO MATCH THE ONES SEEN IN SURVEILLANCE VIDEO FROM GUTHRIE'S HOME. WE WILL HAVE AN UPDATE FROM ARIZONA. ALSO BREAKING THIS MORNING.REMEMBERING AN ICON. THE REVEREND JESSE JACKSON, CIVIL RIGHTS ACTIVIST, BAPTIST MINISTER AND TWO TIME PRESIDENTIAL CANDIDATE, HAS DIED AT THE AGE OF 84. A L ...

Group 1: Semiconductor Industry Overview - The tech sector has been revitalized by artificial intelligence, with semiconductor stocks, particularly Nvidia, experiencing significant gains [1] - Nvidia has become a leading player in the chip revolution, leveraging its semiconductors initially designed for graphics processing [1] - The market has been proactive in identifying opportunities within semiconductor makers, including Intel, which has regained some prominence despite past struggles [2] Group 2: Intel's Historical Context - Intel was founded in 1968 by Robert Noyce and Gordon Moore, making significant contributions to the development of dynamic random access memory chips [5] - The release of the 8086 microprocessor in 1978 marked Intel's entry into the microprocessor market, leading to substantial growth during the PC era of the 1980s and 1990s [6] - Intel's decline was attributed to its failure to adapt to the mobile device market, resulting in lost opportunities as smartphones predominantly utilized rival chips [7]

Some exchange-traded funds (ETFs) are all about quality stocks. Others are about themes that captivate investors, who will give the fund a look simply based on its name. CoreValues America First Technology ETF (USMD), a new actively managed fund launched earlier this month, will likely prove to be a mix of both of those strategies. The new ETF aims to capitalize on what might turn out to be one of 2026’s biggest paradoxes. We all know the U.S. is the technology leader of the world. It has vaulted to that ...

Core Insights - The Fidelity Blue Chip Growth ETF (FBCG) is positioned as a key investment for maintaining exposure to large-cap growth in 2026, especially amid concerns over valuations in certain large-cap growth companies [1] - The performance of AI-themed companies significantly influenced the stock market in 2025, but doubts about the sustainability of their valuations have emerged, suggesting a more cautious approach for investors in 2026 [1] - FBCG is actively managed, allowing portfolio managers to adjust holdings based on current market conditions, which enhances its flexibility as a core equity allocation in a portfolio [1] Investment Philosophy - The investment strategy of FBCG focuses on identifying companies in underpenetrated markets where growth is mispriced, emphasizing sustainable business models and high returns on capital [1] - Portfolio manager Sonu Kalra highlights the importance of selecting companies with above-average revenue and earnings growth for the blue chip growth strategy [1] Active Management Benefits - The active management of FBCG allows for adjustments to capture upside potential or mitigate downside risks, providing a strategic advantage in volatile market conditions [1] - FBCG can function as a standalone equity allocation or complement other factor ETFs that focus on quality or value, enhancing overall portfolio diversification [1]

Inflation is a non-issue for the foreseeable future because three deflationary forces are swallowing the US economy:1. Tariffs2. Artificial intelligence3. RoboticsThere is a strong chance people ask the government to print more money and drop interest rates much further. ...

Core Insights - The stock market is recognized as a valuable wealth-building tool, and simplicity is emphasized as the best approach for new investors [1] Investment Strategy - A hassle-free investment strategy is recommended, leaning towards passive indexing, as suggested by renowned investor Warren Buffett [5] - Half of the initial investment, $5,000, should be allocated to exchange-traded funds (ETFs), with a dollar-cost averaging approach of $1,000 per month [5] - The Vanguard S&P 500 ETF (NYSEMKT: VOO) is highlighted as a preferred choice due to its low expense ratio of 0.03% and its performance tracking the S&P 500 index [6] Performance Metrics - The Vanguard S&P 500 ETF has achieved a total return of 328% over the past decade, driven by the success of major tech stocks and trends in artificial intelligence, cloud computing, digital advertising, and streaming entertainment [7] Active Stock Selection - The remaining $5,000 is suggested for an active investment strategy, starting with cash and used to purchase individual stocks as opportunities arise [8] - Key traits for stock selection include economic moats, pricing power, strong financials, and effective management teams, with a focus on attractive valuations [9] Future Investment Plans - The entire $10,000 will eventually be fully invested, with future decisions on whether to buy more ETFs or individual stocks as additional funds are added [10]

Market Overview - Wall Street rebounded at the start of the new month following a broad sell-off on Friday, with the Russell 2000 rising 1.4%, the Nasdaq 100 increasing by 1.1%, and the S&P 500 up by 0.7% [2] - Economic data contributed to a positive market sentiment, with the ISM Manufacturing PMI unexpectedly surging to three-year highs, indicating renewed momentum in factory activity [3] Precious Metals - Gold prices extended their decline, dropping more than 4% to $4,670 per ounce, while silver fell 8% to $77.88, following a significant drop of 9% for gold and 26% for silver on Friday [3] Energy Markets - Energy markets experienced a sharp sell-off, with natural gas prices plunging 25% due to milder weather forecasts, and crude oil prices dropping over 5% amid U.S. administration's nuclear deal talks with Iranian officials [4] Digital Assets - Bitcoin rebounded by 2.6% to $78,900 after hitting a low of $74,500, the lowest level since April 9, 2025 [4] Company Updates - Palantir Technologies Inc. is scheduled to report its quarterly results after the market close [4]

A very good morning. It's uh it's an honor and delight for me to be here. Uh before I start my talk, I'd just like to have a quick show of hands.How many people in this beautiful audience have a phone in their hands. A very quick raise of hands. >> In their hands.Absolutely. So, yes. So, almost everybody has a phone.Imagine a classroom which has learners and every learner or student in that classroom has a device. The same device that opens worlds of knowledge can also open worlds of harm. Technology connec ...

Core Viewpoint - DLH Holdings Corp. is set to release its financial results for the fiscal first quarter ending December 31, 2025, on February 9, 2026, after market close, followed by a conference call on February 10, 2026, to discuss these results and operational trends [1]. Financial Results Announcement - The financial results will be released on February 9, 2026, after market close [1]. - A conference call for the investment community will take place on February 10, 2026, at 10:00 a.m. Eastern Time [1]. Conference Call Details - Interested parties can listen to the conference call by dialing 888-347-5290 or 412-317-5256 [2]. - Presentation materials will be available on the Investor Relations section of the DLH website prior to the call [2]. - A digital recording of the conference call will be accessible for replay two hours after the call's completion [2]. Company Overview - DLH enhances technology, public health, and cyber security readiness through various solutions and services [3]. - The company employs over 1,700 individuals dedicated to solving complex missions using advanced technologies [3]. - DLH focuses on digital transformation, artificial intelligence, advanced analytics, and telehealth systems to improve lives globally [3].