Core Viewpoint - Blackboxstocks Inc. is set to merge with REalloys Inc., which has appointed General Jack Keane to its Board of Directors, enhancing its strategic leadership as it aims to establish a secure North American rare earth supply chain [1][2][3]. Company Overview - Blackboxstocks Inc. operates as a financial technology and social media hybrid platform, providing real-time analytics and news for stock and options traders [11]. - REalloys Inc. is focused on creating a fully integrated mine-to-magnet supply chain in North America, with upstream resource development and downstream manufacturing capabilities [9][10]. Leadership Appointment - General Jack Keane, a four-star general and former Vice Chief of Staff of the U.S. Army, has been appointed as a Designate Director for REalloys, bringing extensive experience in national security and strategic leadership [2][4][6]. - His appointment is seen as a significant asset for REalloys as it seeks to reduce reliance on foreign sources for rare earth materials [3][5]. Financial Performance - For the three months ended May 31, 2024, Blackboxstocks reported net sales of $5.031 million, a significant increase from $3.603 million in the same period of 2023, reflecting a growth of approximately 39.5% [1]. - Gross profit for the same period was $2.454 million, up from $1.777 million, indicating a gross margin of approximately 48.8% [1]. - The company achieved a net income of $331,000, compared to $53,000 in the previous year, marking a substantial increase [1]. Strategic Goals - REalloys aims to build a domestic capacity for rare earth materials to enhance national security and economic independence, addressing vulnerabilities associated with foreign dependencies [5][9]. - The company is collaborating with the Saskatchewan Research Council to develop midstream processing capabilities for rare earth materials [9]. Board Composition - The board of REalloys includes experienced leaders such as Chairman Stephen S. duMont and former Canadian Ambassador David MacNaughton, providing a blend of defense, diplomacy, and industrial policy expertise [7].

PAGAYA TECHNOLOGIES LTD. 4Q'25 Earnings Supplement February 9, 2026 1 Forward Looking Statements and Non-GAAP Information 01 Financial Metrics Additional information concerning these factors is contained in the Company's filings with the SEC. Copies are available from the SEC, from the Pagaya website, or from Pagaya Investor Relations. Any forward-looking statement made in this presentation speaks only as of the date on which it is made. The Company assumes no obligation to update or revise any forward-look ...

Core Viewpoint - Jack Henry & Associates, Inc. has announced a 6% increase in its quarterly dividend to $0.61 per share, reflecting its commitment to returning value to shareholders and maintaining a strong dividend history [1]. Group 1: Dividend Announcement - The Board of Directors has approved a quarterly dividend increase of 6% to $0.61 per share [1]. - The cash dividend is payable on March 25, 2026, to stockholders of record as of March 5, 2026 [1]. - Jack Henry has maintained consecutive quarterly dividends since 1991, marking 2025 as the 22nd consecutive year of increasing dividends [1]. Group 2: Company Overview - Jack Henry & Associates, Inc. is a financial technology company listed on the S&P 500, focusing on enhancing connections between financial institutions and their clients [2]. - The company has been providing technology solutions for nearly 50 years, enabling clients to innovate and compete effectively [2]. - Jack Henry serves approximately 7,400 clients, offering user-centric solutions that promote financial health [2].

Market Overview - Futures are trading lower after a significant rally on Friday, where major indices surged following a three-day sell-off that nearly caused a market meltdown [2] - The Dow Jones Industrial Average reached a new all-time high, closing at 50,115, up 2.47%, while the S&P 500 and Nasdaq also saw gains of 1.97% and 2.18% respectively [2] - The Russell 2000, representing small-cap companies, surged 3.60% to close at 2,670 [2] Treasury Bonds - Treasury yields remained largely unchanged as traders awaited confirmation of the rally's sustainability [3] - Short-term debt was sold off as investors shifted towards riskier assets, leading to a slight steepening of the yield curve [3] - The 30-year bond closed at 4.85%, while the benchmark 10-year note was at 4.21% [3] Oil and Gas - Oil prices increased amid rising geopolitical tensions between the U.S. and Iran, with Brent crude closing at $68.05, up 0.64%, and West Texas Intermediate at $63.55, up 0.41% [4] - Natural gas prices fell by 2.48% to $3.42 due to profit-taking and expectations of warmer weather [4] Economic Outlook - Attention will shift to economic data as fourth-quarter earnings season concludes, particularly following surprising January layoff figures [5] - Market technicians will monitor trading patterns for potential follow-through from the recent rally and anticipate continued sector rotation [5]

Core Insights - Abaxx Technologies Inc. has partnered with ipushpull to integrate exchange market data directly into Microsoft Excel, enhancing the workflow for trading firms [1][2][3] Company Overview - Abaxx Technologies is a financial software and market infrastructure company, and the majority shareholder of Abaxx Singapore Pte Ltd., which owns Abaxx Commodity Exchange and Clearinghouse [1][8] - The company aims to build smarter markets by providing better tools, benchmarks, and technology to address significant societal challenges, including the energy transition [7][9] Partnership Details - The integration allows trading firms to access both historical and real-time market data from Abaxx Exchange directly within their existing Excel spreadsheets, facilitating risk pricing, position monitoring, and exposure management [2][3] - The partnership is designed to enhance operational efficiency and client service by delivering mission-critical pricing and trade data seamlessly into the tools that clients already use [3][5] Technology and Services - ipushpull offers a Data-as-a-Service platform that enables real-time data delivery into various client applications, including chat and Excel, while replacing inefficient manual workflows [5][6] - The platform is characterized by its low-code/no-code capabilities, allowing for rapid and cost-effective transformation of operational efficiency for clients [6] Market Position - Abaxx Exchange is positioned to support the transition to a low-carbon economy by providing centrally-cleared, physically-deliverable futures contracts in various commodities, including LNG, carbon, and precious metals [9] - The company also modernizes physical gold trading through a co-located spot and futures market, enhancing security and efficiency in electronic transactions [10][11]

Core Insights - Abaxx Technologies Inc. has partnered with ipushpull to integrate exchange market data into Microsoft Excel, enhancing accessibility for trading firms [1][2][3] Company Overview - Abaxx Technologies is a financial software and market infrastructure company, and the majority shareholder of Abaxx Singapore Pte Ltd., which owns Abaxx Commodity Exchange and Clearinghouse [1][8] - The company aims to build smarter markets by providing better tools and technology to address significant societal challenges, including the energy transition [7][9] Partnership Details - The integration allows trading firms to access both historical and real-time market data directly within their existing Excel workflows, facilitating risk management and position monitoring [2][3] - The partnership is designed to enhance operational efficiency and client service by delivering mission-critical pricing and trade data seamlessly [3][5] Technology and Services - ipushpull offers a Data-as-a-Service platform that enables real-time data delivery into various client applications, including chat and Excel, thereby improving data distribution and reducing manual workflows [5][6] - The platform is characterized by its low-code/no-code capabilities, allowing for rapid and cost-effective operational improvements for clients [6] Market Position - Abaxx Exchange is positioned to support the transition to a low-carbon economy by providing centrally-cleared, physically-deliverable futures contracts in various commodities, including LNG and carbon [9] - The company also modernizes physical gold trading through its Abaxx Spot platform, which facilitates secure electronic transactions and supports physical delivery for gold futures contracts [10][11]

Core Viewpoint - SoFi Technologies has shown strong performance with significant revenue growth and profitability, leading to an optimistic outlook despite recent stock price fluctuations [2][5]. Financial Performance - SoFi achieved its first $1 billion revenue quarter in Q4 2025, indicating a milestone in its financial growth [2][5]. - The company projects a 30% year-over-year revenue growth and a 52% increase in Adjusted EBITDA for 2026, reflecting a positive financial outlook [2][5]. Stock Performance - SoFi's current stock price is $20.86, with a recent increase of $1.40 or approximately 7.19% [4][5]. - Over the past year, the stock has fluctuated between a high of $32.73 and a low of $8.60, with a market capitalization of approximately $26.29 billion [4]. Strategic Focus - The company is focusing on expanding margins and transitioning towards capital-light, fee-based revenues, which is expected to enhance profitability [3][5]. - SoFi's loan platform is performing well, consistently selling tranches above par, and its cross-selling efforts have reached 40%, supporting durable and diversified growth [3][5].

Core Insights - Pagaya Technologies Ltd. reported strong financial results for Q4 and the full year 2025, highlighting significant growth in net income and revenue, driven by strategic investments and improved operational efficiency [2][5][6]. Q4 2025 Highlights - Record GAAP net income attributable to Pagaya shareholders reached $34 million, an increase of $272 million year-over-year, surpassing the outlook of $25 million to $35 million [5]. - Network volume was $2.7 billion, a 3% increase year-over-year, or 34% excluding SFR [5]. - Total revenue and other income amounted to $335 million, reflecting a 20% year-over-year increase [5]. - Revenue from fees less production costs (FRLPC) was $131 million, up 12% year-over-year, driven by improved performance in Personal Loan and Auto verticals [5]. - Adjusted EBITDA for Q4 was $98 million, an increase of $34 million compared to the prior year [5]. Full Year 2025 Highlights - Full-year GAAP net income attributable to Pagaya shareholders was $81 million, up $483 million year-over-year, exceeding the outlook of $72 million to $82 million [5]. - Network volume for the year reached $10.5 billion, a 9% increase year-over-year [5]. - Total revenue and other income for the year was $1.3 billion, a 26% increase year-over-year [5]. - FRLPC for the year was $512 million, a 26% increase year-over-year [5]. - Adjusted EBITDA for the full year was $371 million, an increase of $161 million compared to the previous year [5]. Future Outlook - For Q1 2026, the company expects network volume to be between $2.5 billion and $2.7 billion, with total revenue projected between $315 million and $335 million [6]. - For the full year 2026, network volume is expected to be between $11.25 billion and $13 billion, with total revenue projected between $1.4 billion and $1.575 billion [7].

Core Insights - Plus500 has entered a strategic partnership with Topstep to provide exclusive clearing and technology infrastructure, enhancing access to live CME Group exchange markets for Topstep's trader community [1] - The company has been appointed as the clearing partner for FanDuel Prediction Markets, a joint venture between CME and FanDuel, indicating its expansion into prediction markets [1] Partnerships and Market Expansion - Plus500 highlighted its partnerships in the B2B U.S. futures space, with customer segregated funds rising to over $900 million by the end of December 2025, up from about $350 million at the end of 2024 [2] - The company secured new clearing memberships with ICE Clear U.S., ICE Clear Europe, and Cantor Fitzgerald, which are expected to enhance its institutional offerings and clearing services [2] - Management emphasized the fast-growing opportunity in prediction markets, launching event-based contracts for U.S. customers and offering B2B services in this segment [3] Regulatory Developments and Market Infrastructure - Regulatory and market-access developments were emphasized, including additional licenses and clearing memberships that are expected to support structural growth [4] - Plus500 is evolving into a broader market infrastructure provider, connecting customers to over 30 different exchanges and clearinghouses, serving retail, institutional, and business clients [4] Financial Performance - For FY2025, Plus500 reported revenue of $792 million and EBITDA of $348 million, reflecting year-on-year growth of 3% in revenue and 2% in EBITDA [11] - Basic earnings per share increased by 10% year-on-year to $3.93, partly due to an ongoing share buyback program [11] - The company ended 2025 with approximately $800 million in cash and no debt, with cash generated from operations around $265 million [13] Customer Engagement and Retention - Plus500 serves about 33 million registered customers across more than 60 countries, onboarding roughly 105,000 new customers in 2025 [8] - Retention metrics are strong, with 87% of 2025 OTC revenue generated by customers with over one year of tenure, and 67% from those trading for more than three years [10] Shareholder Returns and Future Outlook - The company announced additional shareholder returns of $187.5 million, including a new $100 million share buyback program and $87.5 million in dividends [14] - Management expressed confidence for 2026, highlighting ongoing product expansion, market entry, and institutional collaboration, including the acquisition of Mehta Equities in India [15][16]

Core Viewpoint - ProCap Financial aims to leverage artificial intelligence to create financial opportunities for independent investors while addressing the potential economic threats posed by AI technology [2][3][6]. Company Overview - ProCap Financial is positioned as the first publicly traded agentic finance firm, focusing on automation and AI agents rather than human labor [8]. - The company was founded in 2025 and has raised over $750 million from leading investors, trading on Nasdaq under the symbol BRR [12]. Acquisition Details - ProCap Financial has entered into a definitive merger agreement to acquire CFO Silvia, Inc., an AI agent lab focused on finance, to enhance its offerings [4][6]. - The acquisition is structured as an all-stock transaction, with significant equity milestones tied to the company's stock performance [9]. Financial Metrics - ProCap Financial currently holds over $30 billion in assets on its platform, with an average user net worth exceeding $2.5 million [7]. - The company has 5,007 Bitcoin on its balance sheet, which is part of its long-term capital allocation strategy [8]. User Engagement - 94% of users interact with Silvia's AI features, indicating strong engagement with the platform [7]. - Users can connect various assets, including stocks, bonds, and cryptocurrencies, to Silvia's platform for personalized financial insights [13]. Leadership and Future Plans - Following the acquisition, Shain Noor, co-founder of Silvia, will become the Chief Technology Officer of ProCap Financial, overseeing technology products [10]. - The company plans to release its fiscal year 2025 earnings on February 18, 2026, after market close [11].