Experienced AI and enterprise IT operations leader joins Company to accelerate scalable growth, strengthen security architecture, and advance next-generation cyber software innovation Scottsdale, Ariz., Feb. 23, 2026 (GLOBE NEWSWIRE) -- CISO Global, Inc. (NASDAQ: CISO) (“CISO Global” or the “Company”), a provider of AI-powered cybersecurity software and compliance services, today announced the appointment of Dhaval Damania as Executive Vice President of Cybersecurity & IT. This appointment reinforces its co ...

Mostly a narrative that we can see out there is a weaker dollar right across the board and with some of the Asian currencies performing strongly, but not just those over here, but also European currencies too. Secondary. We've got futures lower again for US stocks today, and I think that that gives you that sort of impression that all of this is creating just a real sense of uncertainty at the moment.What is Trump going to do exactly. He's changing his mind every 5 minutes. That's not very good for long ter ...

Core Insights - Walmart's recent earnings call revealed a candid acknowledgment of the impact of automation on workforce reduction, despite previous claims of creating new roles through automation [1][2] Group 1: Automation and Labor - Walmart's CFO, John Rainey, stated that approximately 60% of Walmart U.S. stores receive freight from automated distribution centers, and about 50% of eCommerce fulfillment center volume is automated, enhancing shipping and inventory management [3] - The company emphasized that automation improves labor productivity and inventory visibility, allowing stores to function as digital fulfillment nodes for faster inventory movement [4] - Rainey highlighted that reducing labor costs is a primary goal, as inventory and labor represent the largest expenses for the company [5] Group 2: Workforce Strategy - Doug McMillon, Walmart's former CEO, noted that AI will significantly impact all jobs, but reassured that the company is not aiming to reduce its workforce [6] - Walmart plans to maintain its global headcount of 2.1 million workers for the next three years while anticipating revenue growth driven by increased AI technology adoption [7]

Core Viewpoint - ON Semiconductor is positioned as an attractive investment due to recovering end markets, strong valuation, and growth in AI data center sales [1] Group 1: Company Performance - ON Semiconductor's shares have increased by 53% since being highlighted for 2026 and 31% year-to-date, indicating strong market interest [1] - The company has passed an inflection point, with sequential growth in automotive and industrial sales over the last two quarters, and industrial revenue returning to year-over-year growth [4][7] - Management's guidance for Q1 2026 projects revenue between $1.435 billion and $1.535 billion, marking the first expected year-over-year growth since the downturn began over three years ago [5] Group 2: Product Focus and Market Position - The company specializes in power and sensing chips, focusing on silicon carbide (SiC) and gallium nitride (GaN) chips, where it holds a leadership position [2] - SiC chips are ideal for electric vehicles, renewable energy, EV chargers, and industrial motors, while GaN chips are suited for AI data centers, EVs, and aerospace applications [2] Group 3: Financial Metrics and Valuation - In 2025, ON Semiconductor generated $1.4 billion in free cash flow, approximately 4.9% of its current market cap, with projections indicating at least 25% of revenue will convert to free cash flow in 2026 [8] - The stock trades at a forward price-to-free cash flow multiple of 18.1, considered low for a growth stock, indicating potential for further appreciation [8] - The company has initiated a three-year $6 billion share-repurchase program, enhancing shareholder value [8] Group 4: Market Opportunities and Risks - The company faces risks related to its exposure to Chinese EVs but has growth opportunities in AI data centers, which contributed $250 million to its $6 billion revenue in 2025 [9] - There are signs of improvement in the industrial sector and stabilization in EV spending, supporting the company's growth outlook [9]

The U.S. stock market experienced a day of significant volatility and divergent performance on Friday, February 20, 2026. Investors navigated a complex landscape defined by a landmark Supreme Court ruling on trade policy, a disappointing reading on economic growth, and mounting geopolitical tensions. While technology and growth-oriented sectors found a second wind, the broader market remained tethered by concerns over a cooling economy and sticky inflation.Market Index Performance RecapAs of the closing bel ...

Analysts remained bullish, highlighting Walmart’s expanding ecosystem, AI investments and higher-margin alternative businesses as key long-term growth drivers.Earnings SnapshotThe company reported fourth-quarter adjusted earnings per share of 74 cents, beating the Street view of 73 cents.Sales of $190.70 billion rose 5.6% year over year (up 4.9% in constant currency), topping the analyst consensus estimate of $190.43 billion.Here are the key analyst insights:Telsey Advisory Group analyst Joseph Feldman reit ...

Kadant (NYSE:KAI) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Company ParticipantsGary Prestopino - Managing DirectorJeff Powell - President and CEOMichael McKenney - EVP and CFOConference Call ParticipantsKurt Yinger - SVP and Research AnalystRoss Sparenblek - Equity Research AnalystWalter Liptak - Industry AnalystOperatorDay, and thank you for standing by. Welcome to the Kadant Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are on listen-only mode. After the speaker's ...

Cognex (NasdaqGS:CGNX) 2026 Conference February 19, 2026 08:50 AM ET Company ParticipantsDennis Fehr - SVP of Finance and CFOConference Call ParticipantsPiyush Avasthi - VP and Research AnalystNone - AnalystPiyush AvasthiPrivate chat with Cognex. I am Piyush Avasthi, analyst at Citi. With me today is Dennis Fehr, the CFO of Cognex. Welcome, Dennis.Dennis FehrThank you. Thank you for having me, and thanks, everyone, for your interest in Cognex.Piyush AvasthiHi, Dennis. Cognex is a strong player in machine vi ...

Kapur said the company’s planned separation into three companies—first announced in October 2024—has moved from “a hypothesis” to an operating reality. He said that spending more time on the “RemainCo” has allowed Honeywell to assess growth potential and make decisions with greater strategic clarity, including portfolio adjustments within Industrial Automation.In aerospace, Kapur described bookings as strong but said growth is constrained by the company’s ability to physically deliver volume, noting Honeywe ...

Group 1: Lean Manufacturing and AI Integration - BD, also known as Becton, Dickinson and Company, emphasizes the importance of lean manufacturing, with CEO Tom Polen advocating for its integration with AI to enhance operational efficiency [2][3] - Polen launched BD Excellence in 2024, scaling lean practices from 50 kaizen projects to 1,500 in the previous year, indicating a significant commitment to continuous improvement [2][3] - The company recently spun off its $10.4 billion bioscience and diagnostic solutions units to focus on its $11.5 billion medical technology business, showcasing a strategic shift towards core competencies [3] Group 2: Financial Performance and Market Trends - BD's stock has increased by 16% this year, contrasting with the S&P 500's decline, reflecting positive market sentiment despite challenges such as pricing pressure in China [3] - Figma reported a 40% year-over-year increase in quarterly revenue, demonstrating resilience in the software sector amid broader market challenges [5] - Job-hopping employees experienced a decrease in year-over-year pay growth from 6.6% to 6.4%, while those who remained in their positions saw a pay growth of 4.5%, indicating a narrowing gap in compensation trends [4]