Industry Overview - AI-powered data centers are experiencing significant growth, driven by a bullish demand scenario for managing and storing cloud computing data [1] - Global data center capital expenditure (capex) is projected to reach $1.7 trillion by 2030, with McKinsey estimating a requirement of $5.2 trillion to $6.7 trillion in capex to support AI data center development [2] Company Analysis MasTec Inc. (MTZ) - MasTec is positioned as a leading provider of infrastructure services, benefiting from the AI data center boom and the expansion of the energy industry [6][7] - The company operates in four segments: Communications, Power Delivery, Pipeline Infrastructure, and Clean Energy, all of which are growing alongside infrastructure spending trends [8][10] - Expected revenue and earnings growth rates for MasTec are 9.2% and 29.9%, respectively, for the current year [10] EMCOR Group Inc. (EME) - EMCOR is a key player in providing critical infrastructure for AI-powered data centers, focusing on electrical, mechanical, and cooling systems [11] - The company is gaining traction in the data center construction market, which is enhancing its remaining performance obligations (RPOs) and future revenue visibility [12][13] - Expected revenue and earnings growth rates for EMCOR are 5.4% and 8.6%, respectively, for the current year [14] AECOM (ACM) - AECOM benefits from strong demand across various markets, supported by government-funded infrastructure programs and opportunities in the Middle East [15] - The company is investing in AI and technology-enabled engineering solutions, leading to significant project wins in water infrastructure and transportation [16][17] - Expected revenue and earnings growth rates for AECOM are 4.8% and 13.5%, respectively, for the current year [18] Jacobs Solutions Inc. (J) - Jacobs Solutions has a record backlog of $26.3 billion and is benefiting from rising demand for digital and advisory services [19] - The company’s performance is supported by long-term public funding and private-sector investments, allowing it to capitalize on multi-cycle growth themes [20][21] - Expected revenue and earnings growth rates for Jacobs are 9.4% and 16.5%, respectively, for the current year [21] Sterling Infrastructure Inc. (STRL) - Sterling Infrastructure specializes in constructing complex data centers and is a major provider of high-density, AI-powered data centers [22][23] - The company operates in E-Infrastructure, Building, and Transportation Solutions, focusing on advanced site development for data centers and e-commerce distribution [22][24] - Expected revenue and earnings growth rates for Sterling are 18.8% and 17.2%, respectively, for the current year [25]

Key Takeaways KGC ended 2025 with $3.5B in liquidity, and nearly $1B in net cash.Kinross posted record Q4 free cash flow of $769.4M, up roughly 77% year over year on higher gold prices.KGC's robust balance sheet supports growth projects to lift production and long-term value.Kinross Gold Corporation (KGC) ended fourth-quarter 2025 with strong liquidity of $3.5 billion, including cash and cash equivalents of $1.7 billion. Its liquidity increased from $3.4 billion in the prior quarter. KGC also delivered reco ...

Core Insights - Albemarle Corporation (ALB) and Sociedad Quimica y Minera de Chile S.A. (SQM) are key players in the lithium market, benefiting from rising lithium prices due to increased demand from electric vehicles (EVs) and energy storage systems, alongside supply disruptions, particularly in China [1][8][26] Group 1: Albemarle Corporation (ALB) - ALB is positioned for long-term growth in the battery-grade lithium market, with lithium demand expected to grow at a compound annual growth rate (CAGR) of 10-20% from 2025 to 2030, driven by EV penetration and stationary storage [3][4] - The company has achieved over 30% year-over-year growth in lithium demand and anticipates a further increase of 15-40% in demand for the current year [3] - ALB has implemented cost-saving measures, achieving approximately $450 million in cost and productivity improvements for 2025, exceeding its target of $300-$400 million, and expects an additional $100-$150 million in improvements for 2026 [5] - The company has a liquidity position of around $3.2 billion, with cash and cash equivalents of approximately $1.6 billion, and generated an operating cash flow of around $1.3 billion in 2025, reflecting an 86% increase from the previous year [7] - ALB's stock has surged 155.1% over the past year, indicating strong market performance [17] Group 2: Sociedad Quimica y Minera de Chile S.A. (SQM) - SQM is benefiting from being a low-cost producer in the lithium market, with record lithium sales volumes reported in the third quarter of 2025, driven by strong demand from EVs and energy storage systems [10][12] - The company has a total capital expenditure projection of $2.7 billion for 2025-2027, aimed at expanding lithium carbonate and hydroxide capacity in Chile and developing projects in Australia [13] - SQM's strategic partnership with Codelco enhances its position in the Atacama salt flat, expected to support lithium production until 2060 [14][15] - The company ended the third quarter with cash and cash equivalents of roughly $1.5 billion and generated an operating cash flow of approximately $756 million in the first nine months of 2025 [16] - SQM's stock has rallied 100.6% over the past year, showcasing robust performance [17] Group 3: Comparative Analysis - Both ALB and SQM hold a Zacks Rank 1 (Strong Buy), making it challenging to choose between them [25] - SQM appears to have a valuation edge over ALB, with a forward price-to-sales ratio of 3.21 compared to ALB's 4.23, indicating a more attractive investment opportunity [18][20] - SQM's return on equity (ROE) stands at 9.8%, significantly higher than ALB's 0.4%, reflecting more efficient use of shareholder funds [19] - The consensus estimates for 2026 suggest a year-over-year sales growth of 53.1% and EPS growth of 180.1% for SQM, compared to ALB's 7.9% sales growth and 984.8% EPS growth [23][24]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be challenging to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - A safer strategy involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Air France-KLM SA (AFLYY) Analysis - Air France-KLM SA (AFLYY) has shown a price increase of 20.9% over the past four weeks, indicating growing investor interest [4] - The stock has gained 18.5% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - AFLYY has a beta of 1.28, suggesting it moves 28% more than the market in either direction, indicating fast-paced momentum [5] - The stock holds a Momentum Score of A, suggesting it is an opportune time to invest [6] - AFLYY has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which typically attract more investors [7] - The stock is trading at a Price-to-Sales ratio of 0.10, indicating it is undervalued at 10 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides AFLYY, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

2月26日下午，香港粉岭坪峰附近发生山火，至20时许，山火仍持续燃烧，消防员正在现场扑救。 香港警务处表示，暂未收到人员伤亡报告。（总台记者 周伟琪） ...

ToplineE-commerce giant eBay, known for second-hand goods, is laying off 800 jobs worldwide, representing about 6% of its workforce, in an effort to “reinvent” its business, the company said in a statement Thursday, just one week after announcing its acquisition of fashion marketplace Depop for $1.2 billion in cash. (Photo by Justin Sullivan/Getty Images)Getty ImagesKey FactseBay’s stock is down about 2% year-to-date and about 10% over the past month, based on its price ($85.33) on Thursday morning. It’s un ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Richtech To Contact Him Directly To Discuss Their Options If you purchased or acquiring securities in Richtech between January 27, 2026 and 12:00 PM ET on January 29, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Feb. 26, 2026 (GLOBE ...

TBKS HLDGS(01960)发布截至2025年12月31日止六个月的中期业绩，该集团取得收益4751.7万令吉， 同比增长7.52%;公司拥有人应占溢利98.1万令吉，同比扭亏为盈;每股盈利0.1令吉仙。 于本期间，集团收益由截至2024年12月31日止六个月约4420万令吉增加约330万令吉或7.5%至本期间约 4750万令吉。马来西亚及中国土木及结构工程以及中国石油及相关产品贸易所得收益分别为集团总收益 贡献约100%(2024年：100%)及0%(2024年：0%)。 ...

鉴于目标集团在快速增长的荷兰市场中占据领先地位，董事会认为收购事项将为集团的卓越战略契合， 原因为公司与目标集团高度契合，均为纯粹的屈光手术参与者，具备完全以患者为中心的思维方式。董 事会考虑到，由于目标集团已准备好凭借多项有利的增长杠杆继续其增长轨迹，包括但不限于日益增长 的直接可触达终端市场及屈光手术的技术进步，收购事项将有效增强集团的市场地位、提升整体竞争 力、确保长期可持续发展，并为公司及其股东创造价值。 德视佳(01846)公布，于2026年2月20日(交易时段后)，公司的全资附属公司EuroEyes Netherlands拟向 Committed Capital、STAK Batoan、Mateflo、FYEO WPP及STAK FYEO收购FYEO Europe B.V.全部已发 行股本，总代价按股权代价加锁箱补偿再减去漏损金额计算。假设(a)完成将于2026年7月15日落实;及 (b)漏损金额为零，估计最高代价将约为1.458亿欧元(相当于约12.34亿港元)。公司已向联交所申请自 2026年2月27日上午九时正起恢复股份在联交所买卖。 据悉，目标公司主要从事透过激光治疗或晶体植入进行屈光手术 ...

一木集团(08232)发布截至2025年12月31日止12个月业绩，收益4325.1万港元，同比增长21%;净亏损 868.7万港元，同比扩大4.5%;每股基本亏损15.58港仙。 截至2025年12月31日止十二个月收益增加主要是由于新开业的一间中式餐厅的净效应，尽管若 干"Classified"餐厅因租约期满而关闭。 ...