Burford Capital Fourth Quarter and Full Year 2025 Financial Results February 26, 2026 This presentation is for the use of Burford's public shareholders and is not an offering of any Burford private fund. Notice and disclaimer This presentation (this "Presentation") provides certain information to facilitate review and understanding of the business, financial condition and results of operations of Burford Capital Limited (together with its subsidiaries, the "Company", "Burford", "we", "our" or "us") as of an ...

Core Insights - CrowdStrike is hosting the Fal.Con Gov 2026 event on March 18 in Washington, D.C., focusing on advancing national cybersecurity strategies in the AI era [1] - The event will feature keynotes from prominent figures in cybersecurity and government, emphasizing the importance of AI-driven defense mechanisms [1] - The theme for this year's event is "Cybersecurity Is National Security," highlighting the critical role of government defenders in protecting national systems [1] Event Details - Fal.Con Gov 2026 will gather senior policymakers and cybersecurity leaders, including White House National Cyber Director Sean Cairncross and CISA Executive Assistant Director for Cybersecurity Nick Anderson [1] - The event will include breakout sessions, expert panels, and hands-on experiences tailored for government defenders, focusing on AI and emerging cyber strategies [1] - Notable sessions include CrowdStrike University training courses, the exclusive CxO program for senior executives, and the popular Adversary Tradecraft series [1] Partnerships and Sponsorships - Over 20 partners from the cybersecurity ecosystem will participate, sharing proven capabilities and solutions for mission-critical security operations [1] - Gold sponsors include companies like Cloudflare, Okta, and Zscaler, while AWS is the premier sponsor for the event [1] Company Overview - CrowdStrike is recognized as a global leader in cybersecurity, offering a cloud-native platform designed to protect critical enterprise areas such as endpoints and cloud workloads [1] - The CrowdStrike Falcon platform utilizes real-time indicators of attack and threat intelligence to provide automated protection and elite threat hunting capabilities [1]

Core Insights - Data sovereignty and privacy risks are now the primary barriers to AI adoption for network protection, with 62% of organizations citing these as the biggest factors slowing AI projects in the public cloud [3][9] - One in six organizations (16%) lack access to facilities with guaranteed data sovereignty, highlighting the urgency of addressing these issues for effective AI implementation [3][9] Group 1: Survey Findings - A survey conducted among Mobile World Live readers revealed that 62% of respondents identified data sovereignty and privacy risks as the main obstacles to AI projects in the public cloud [3][9] - Only 8% of organizations can rely on guaranteed data sovereignty at edge locations, indicating a significant gap in current capabilities [7][9] - 80% of respondents expect to utilize confidential computing to achieve data sovereignty in cloud or edge locations within the next 12 months, with 41% planning deployments across both environments [9] Group 2: Industry Context - As AI becomes integral to network operations, security teams face increasing pressure to manage sensitive data while ensuring it remains under sovereign control [2][5] - The integration of AI into network security is essential for detecting anomalies and enhancing network resilience, but it complicates data sovereignty due to the need for data sharing across various platforms [5][6] - Delays in AI transformation are already impacting operational efficiency (53%), competitive advantage (48%), and customer experience (45%) [9] Group 3: Company Initiatives - Arqit is focused on protecting data in motion across complex environments, aiming to help organizations enhance network security without compromising sensitive data control [7] - At MWC 2026, Arqit and Intel will showcase solutions that enable organizations to safely leverage AI for network safety while ensuring end-to-end data sovereignty [7]

Q4 and Full Year 2025 Results Presentation February 26, 2026 Q4 & FULL YEAR 2025 RESULTS Cautionary statement This presentation contains non -IFRS and other financial measures and forward -looking statements, including a discussion of our business targets, expectations, and outlook. We caution readers not to place undue reliance on our forward - looking statements since a number of factors could cause actual future results to differ materially from the targets and expectations expressed. * Compared to 2024 ...

MongoDB's ( MDB ) stock has struggled in 2026 as it has been caught up in investor fears about the long-term impact of AI on software companies. A recent change in CEO has also added toRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with secular growth opportunities in markets with barr ...

The major U.S. index futures are currently pointing to a roughly flat open on Thursday, with stocks likely to show a lack of direction after moving notably higher over the two previous sessions.A mixed reaction to earnings news from Dow components Nvidia (NVDA) and Salesforce (CRM) may lead to choppy trading on Wall Street.Shares of Nvidia are jumping by 1.0 percent in pre-market trading after the AI leader reported better than expected fiscal fourth quarter results and provided upbeat guidance."Despite al ...

Stock Futures Inch Higher After Nvidia's Stellar Earnings as Tech Rebound StallsCONCLUDED[Stock Market News From Feb. 26, 2026: Nasdaq Sinks 1.2%]Last Updated:---Updated 10 hours ago# Stock Futures Inch Higher After Nvidia's Stellar Earnings as Tech Rebound StallsBy[Callum Keown]Stock futures were up slightly Thursday even after Nvidia convincingly beat earnings and guidance expectations as the [strong tech rebound] looked set to take a pause.S&P 500 futures rose 0.1%--after the index closed just short of a ...

Core Insights - Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY) is recognized as one of the best investment stocks for 2026, indicating strong future potential in the market [1][2]. Company Developments - Truist Securities downgraded HRMY from Buy to Hold due to concerns raised during a patent trial against AET Pharma, suggesting a potential negative outcome for Harmony's case and highlighting risks for the Wakix franchise, with generic competition expected before 2029 [3][8]. - On February 17, the U.S. FDA approved Harmony's supplemental New Drug Application for WAKIX (pitolisant) tablets, allowing treatment for cataplexy in children aged six and older, marking it as the first FDA-approved non-scheduled therapy for narcolepsy [4][5]. Industry Context - Harmony Biosciences focuses on developing therapies for rare neurological disorders, particularly innovative treatments for narcolepsy and other sleep-related diseases, positioning itself within a niche but critical segment of the biopharmaceutical industry [5].

Core Viewpoint - Broyhill Asset Management's fourth-quarter 2025 investor letter emphasizes the significant market concentration on artificial intelligence, leading to underperformance in many sectors, while the portfolio trades at a substantial discount compared to the broader market [1]. Company Summary - Dollar Tree, Inc. (NASDAQ:DLTR) operates a chain of discount stores and has a market capitalization of $26.047 billion [2]. - As of February 25, 2026, Dollar Tree's stock closed at $127.70 per share, with a one-month return of 8.86% and a 52-week gain of 74.55% [2]. - The company was highlighted as a major contributor to Broyhill's portfolio performance, with the stock recovering due to mispriced market perceptions and improvements in business execution [3]. Investment Insights - Broyhill Asset Management noted that Dollar Tree's turnaround has been uneven, but the simplification of its business model and execution improvements have led to a belief that its normalized earnings power is significantly higher than market expectations [3]. - Despite recognizing Dollar Tree's potential, Broyhill suggests that certain AI stocks may offer greater upside potential and less downside risk compared to Dollar Tree [4].

Core Viewpoint - Lloyds Bank plc has submitted its Annual Report and Accounts for the year ended December 31, 2025, to the National Storage Mechanism, which will be available for public inspection [1]. Group 1: Financial Reporting - The Annual Report and Accounts for 2025 will be accessible in unedited full text at the National Storage Mechanism [1]. - A copy of the document can also be found in the 'Investors' section of Lloyds Bank's official website [1]. Group 2: Investor Relations - For further inquiries, Douglas Radcliffe, the Group Investor Relations Director, can be contacted at +44 (0)20 7356 1571 or via email [2]. - Matt Smith, the Head of Media Relations, is also available for corporate affairs inquiries at +44 (0)77 8835 2487 or via email [2]. Group 3: Forward-Looking Statements - The document contains forward-looking statements regarding the business, strategy, and financial expectations of Lloyds Bank Group, which are subject to risks and uncertainties [3][4]. - These statements include projections about future financial performance, capital structure, and compliance with regulations, among other factors [3][4].