ZenaTech (NasdaqCM:ZENA) Conference February 26, 2026 02:20 PM ET Company ParticipantsJames Sherman - CFOLinda Montgomery - VP of Corporate DevelopmentConference Call ParticipantsNone - AnalystNoneWelcome back. Next, we have ZenaTech traded on the Nasdaq under the symbol ZENA. It's a technology company specializing in AI drone, Drone-as-a-Service, enterprise SaaS and quantum computing solutions for mission-critical business applications. Happy to welcome Vice President, Corporate Development, Linda Montgome ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and certain senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors have until March 13, 2026, to request to lead the case in the U.S. District Court for the District of New Jersey [3] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure [4] - The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4] Allegations of Misconduct - The lawsuit claims CoreWeave misrepresented its ability to meet customer demand and concealed significant construction delays at its data centers [5][13] - CoreWeave assured investors of its capability to capitalize on high demand and rapidly scale operations, which is alleged to be overstated [5] Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after the merger with Core Scientific was terminated due to insufficient shareholder votes [6] - Following a revenue guidance reduction on November 10, 2025, the stock fell by $17.22 (over 16%) [7] - A report on December 15, 2025, regarding delays in a data center project led to an additional stock drop of $2.85 (over 3%) [8]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]

Core Insights - The discussion focuses on the performance of the TAS segment, highlighting a 7% growth in constant currency for the fourth quarter [2]. Group 1: Company Performance - The TAS segment experienced a notable growth of 7% in constant currency during the fourth quarter [2]. - Consulting services are emphasized as a key area of focus, particularly in relation to AI initiatives [2].

Summary of Lyft's Conference Call Company Overview - **Company**: Lyft - **Industry**: Rideshare Key Points and Arguments 2025 Performance Highlights - Lyft achieved approximately **$18.5 billion** in Gross Bookings and over **$500 million** in adjusted EBITDA in 2025, marking a year of record active riders, driver hours, and profitability [3][4] - The company expanded its portfolio significantly, including partnerships with United and DoorDash, and acquisitions of FREENOW and TBR Global Chauffeuring, enhancing its high-value offerings [5][6] Market Opportunities - The U.S. rideshare market is perceived as mature, but Lyft identifies a **$160 billion** market of personal vehicle trips, with rideshare currently fulfilling a small fraction, indicating substantial growth potential [9][10] - Lyft's strategy includes leveraging partnerships for rider acquisition and converting new riders into frequent users [10] Growth Constraints - Currently, there are no significant constraints on growth; consumer strength remains robust, and no trade-down behavior has been observed [11] Product Roadmap and Innovation - Lyft emphasizes its tradition of innovation, with unique offerings like the driver earnings commitment and new products aimed at enhancing rider experience [13][14] - The company is focusing on higher-value modes and revamping its business travel rewards program, targeting **50% year-on-year growth** in specific segments [15][16] Financial Targets and Growth Strategy - Lyft aims for **$25 billion** in Gross Bookings by 2027, with a focus on increasing active riders and ride frequency as primary growth drivers [17][18] - The company anticipates that Gross Bookings will grow faster than ride volume in the near term due to pricing dynamics and portfolio diversification [20][21] Seasonal and Weather Impacts - Q1 is typically a lower season for rideshare due to weather conditions, but Lyft expects strong bookings growth despite these seasonal challenges [22][23] Insurance Reform and Cost Management - Lyft has benefited from recent insurance reforms in California, leading to lower prices for riders and increased rides for drivers, which the company plans to replicate in other markets [30][31][33] Under-Penetrated Markets - Lyft identifies lower-scale markets (outside top 39-40) as a significant growth area, representing about two-thirds of the overall market size [35][36] International Expansion - The acquisition of FREENOW allows Lyft to enter **9 new European markets**, focusing on taxi services and business users, with synergies expected in marketplace management and advertising [42][43] Autonomous Vehicles (AVs) - Lyft sees AVs as a growth opportunity, with data indicating that their introduction has led to market expansion, particularly in cities like San Francisco, which experienced a **10% growth rate** in Q4 [50][51] - The partnership with Waymo in Nashville focuses on fleet management and integrated supply sharing, enhancing operational efficiency [56][57] Capital Allocation and Share Buybacks - Lyft completed a **$500 million** share buyback in 2025 and announced a new **$1 billion** authorization, indicating a commitment to returning capital to shareholders while maintaining liquidity for growth [86][87] Margin Expansion - Lyft targets a **4% margin** as a percentage of Gross Bookings, with confidence in achieving this through improved platform health, pricing reliability, and operational efficiency [89][90] Advertising and Monetization - The advertising business is seen as a high-margin revenue stream, with plans to innovate and enhance value for both riders and advertisers [93][94] AI and Efficiency - Lyft is deploying AI tools to improve operational efficiencies, particularly in customer care and driver support, contributing to cost management [99][100] This summary encapsulates the key insights and strategic directions discussed during Lyft's conference call, highlighting the company's performance, growth opportunities, and future plans in the rideshare industry.

Core Insights - Block's shares are experiencing a rise ahead of results, but the company has underperformed this year compared to its rivals [1][2] - Consumer sentiment towards Block is positive, contrasting with investor sentiment, which is bearish [18][19] Company Performance - Block operates two main segments: Square and Cash App, with Cash App showing significant growth in user engagement and revenue per user [3][5] - Cash App's profit per monthly active user has increased by 25%, reaching $94, indicating strong user engagement [6][31] - Square is outperforming PayPal but is still trailing behind Shopify in terms of overall consumer sentiment and market presence [4][8][23] Market Position and Competition - Shopify is the dominant player in the market, with Block facing pressure from its growth and consumer satisfaction metrics [3][8] - Despite the competition, Block is seeing a recent uptick in consumer interest, which may not yet be reflected in stock performance [9][10] Future Outlook - The upcoming report is expected to provide guidance that reflects the recent positive trends in user engagement and revenue growth, despite potential challenges from Bitcoin's performance [10][29] - Block aims to improve its gross profit growth and margins, targeting a combined score of over 40, currently around 35 [21][22] - The company is leveraging AI to enhance efficiency in R&D, which could lead to reduced costs and improved profitability [26] Consumer Engagement - Cash App is increasingly viewed as a primary banking service for younger users, contributing to its growing popularity [7][31] - The Afterpay feature is gaining traction, allowing users to make payments in installments, which is appealing to consumers [27][30]

Those looking to harness the best long-term opportunities in the equity market are likely keeping a close eye on how the AI sector is doing. After all, momentum in the AI space proved to be a key driv... ...

Nvidia expects gaming chips shortage to last until year-end February 26, 20267:41 PM UTCUpdated ago By Reuters Nvidia logo and rising stock graph are seen in this illustration created on August 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab Feb 26 (Reuters) - A global shortage of gaming chips could last until the end of this year, an Nvidia (NVDA.O), opens new tab executive has said, signaling more pain for the video game industry that is already buckling under ...

Luis Alvarez/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26) This is an abridged transcript of the podcast: Our top story so far, investors are going from AI to A1. Looking at forward valuations, the premium investors were paying for the mega caps has faded — and they’re now willing to pay up for ...

Group 1: AI Development and Impact - Howard Marks argues that AI has progressed to "Level 3," where autonomous agents can perform entire jobs rather than just enhancing productivity, which could shift the market from $50 billion to multi-trillion dollars [1] - Matt Schumer highlights the rapid development of AI, stating that it can create finished products directly from plain English instructions, indicating a significant leap in AI capabilities [2] - An estimate suggests that $150 billion to $250 billion in annual labor value in software could transition to AI compute, showcasing the potential economic impact of AI [3] Group 2: Employment and Economic Predictions - Prediction markets indicate a 38% chance that U.S. unemployment will reach 5.0% this year, with lower probabilities for higher unemployment rates, reflecting a cautious outlook on job market stability [4] - The U.S. has not experienced 10% unemployment since October 2009, emphasizing the rarity of such high unemployment levels in recent history [4] Group 3: Investment Insights - Marks does not view the current AI technology as a bubble, asserting its real potential is likely underestimated rather than overestimated [5] - He differentiates between the technology itself and the speculative nature of investments in startups with high valuations but no products, likening them to lottery tickets [5] - Marks advises against extreme investment strategies, recommending a balanced approach to capitalize on technological advancements without risking significant losses [5]