Core Viewpoint - Fold Holdings, Inc. is set to hold its 2026 annual meeting of shareholders on May 19, 2026, at 12:00 p.m. Eastern Time, which will be conducted virtually [1]. Group 1 - The record date for determining shareholders entitled to notice and to vote at the annual meeting is March 24, 2026, at the close of business [2]. - Fold is the first publicly traded bitcoin financial services company, facilitating the earning, saving, and spending of bitcoin for individuals and businesses [3]. - The company is focused on integrating bitcoin into everyday financial experiences through innovative products like the Fold App, Fold Bitcoin Gift Card™, and Fold Debit Card™ [3].

NORWALK, Ct, Feb. 13, 2026 (GLOBE NEWSWIRE) -- HCM IV Acquisition Corp. (Nasdaq: HACQU) (the “Company”), a blank check company whose business purpose is to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses, announced today the closing of its previously announced initial public offering of 28,750,000 units, including 3,750,000 units issued pursuant to the full exercise by the underwriter of its over-all ...

Management characterizes the December quarter as a clear inflection point, transitioning from a two-year foundational phase to active execution of its technology-enabled infrastructure vision. Revenue growth of 84% was attributed to higher client activity across the platform, specifically within commissions, stock locate services, and clearing-related activities at the Wilson-Davis subsidiary. The company achieved a significant balance sheet milestone by turning stockholders' equity positive, represen ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of PennyMac Financial Services, Inc. due to allegations of materially misleading business information issued to the public [1]. Group 1: Legal Action and Investor Rights - Investors who purchased PennyMac securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees, as the Rosen Law Firm is preparing to seek recovery of investor losses [2]. - Interested investors can join the prospective class action by submitting a form or contacting the firm directly [2]. Group 2: Financial Performance and Stock Impact - On January 29, 2026, PennyMac reported its fourth quarter and full-year 2025 financial results, revealing a significant decline in pretax income for its servicing segment, which was $37.3 million, down from $157.4 million in the prior quarter and $87.3 million in Q4 2024 [3]. - The report indicated that pretax income excluding valuation-related items was $47.8 million, reflecting a 70% decrease from the previous quarter, primarily due to increased realization of mortgage servicing rights cash flows as lower mortgage rates led to higher prepayment activity [3]. - Following the financial report, PennyMac's stock price dropped by $49.78 per share, or 33.3%, closing at $99.92 per share on January 30, 2026 [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4].

Group 1 - The article discusses the role of buy-side hedge professionals who conduct fundamental, income-oriented, long-term analysis across various sectors in developed markets globally [1] - It emphasizes the importance of engaging in discussions about investment ideas and strategies among professionals in the hedge fund industry [1] Group 2 - The article includes a disclosure from the analyst indicating a beneficial long position in the shares of IFS, highlighting personal investment interests [2] - It clarifies that the opinions expressed are those of the author and not influenced by any business relationships with companies mentioned [2]

It's time for the big picture. So, let's welcome in the team from Charles Schwab. We've got Colin Martin, head of fixed income research and strategy, Schwab Center for Financial Research, and Mike Townsen, managing director, legislative and regulatory affairs at Charles Schwab.All right, I do want to start with you, Colin, because obviously we got this CPI print behaving itself. Uh, we've seen a move on the 10-year. Talk us through your thoughts this morning.>> Yeah, certainly a good report uh pretty much o ...

Group 1 - The recent decline in financial services and software stocks has created bargain opportunities, suggesting a potential for value investing in these sectors [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group iREIT®+HOYA Capital targets high-yield, dividend growth investment ideas, with portfolios aiming for dividend yields up to 10% [2] Group 2 - The investment research covers various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The service emphasizes the importance of a medium- to long-term investment horizon, particularly in defensive stocks [2]

Economic Outlook - The overall economy is perceived to be weaker than widely anticipated, with job creation effectively flatlining and retail sales remaining stagnant [4][14][20] - Inflation is still considered high, particularly for necessities, but is not expected to rise further, with CPI inflation year-over-year closer to 3% rather than the reported 2% [3][11] Tariff Policy - There are no plans to reduce steel and aluminum tariffs, as stated by Peter Navarro, despite complaints from manufacturers about high tariffs impacting consumer prices [6][8] - The complexity of the current tariff system has caused confusion among manufacturers, with reports of inconsistent tariff rates on similar products [9][10] Federal Reserve and Monetary Policy - The Federal Reserve may be forced to ease monetary policy due to stagnant job creation and rising unemployment duration, which is currently around half a year [15][19] - There is a belief that easing measures are already in effect, contributing to a shift in market leadership towards small caps, value stocks, and cyclical sectors [18][19] GDP and Economic Growth - Real GDP growth is reported at 1.8%, with personal consumption and investment spending barely exceeding 2%, indicating a potential stall speed for the economy [19][20] - The fiscal deficit to GDP has contracted from over 7% to 5%, suggesting some room for fiscal easing [16]

Core Insights - ProPetro Holding Corp. (PUMP) is expected to report a fourth-quarter 2025 loss of 13 cents per share with revenues of $283.28 million, indicating a challenging performance outlook [1][8] Financial Performance - In the last reported quarter, PUMP recorded an adjusted loss per share of 2 cents, which was better than the Zacks Consensus Estimate of a loss of 11 cents, attributed to a 44.4% year-over-year decrease in costs and expenses [2] - Revenues for the last quarter were $294 million, surpassing the consensus estimate of $258 million [2] - The Zacks Consensus Estimate for fourth-quarter 2025 earnings shows a significant year-over-year decrease of 1,200%, while revenues are projected to decline by 11.63% compared to the previous year [3] Revenue and Cost Projections - PUMP's total revenues are anticipated to decline, with hydraulic fracturing services expected to generate $201.1 million, down from $236.9 million in the same quarter last year [4] - Wireline revenues are projected to decrease by 3.8%, and cementing revenues are expected to fall by 5.2% year-over-year [4] - Total costs and expenses for the fourth quarter are expected to be $302.4 million, reflecting a 10.8% decrease from the prior year, driven by reductions in general and administrative expenses (down 18.4%) and depreciation and amortization (down 19.7%) [5][8] Earnings Prediction - The Zacks model does not predict an earnings beat for PUMP, as the Earnings ESP is -5.88%, indicating a lack of favorable conditions for a positive earnings surprise [6]

Market Overview - Inflation has dropped to its lowest level in eight months, with core inflation at its lowest since March 2021, indicating a potential shift in market dynamics [1][3] - The current market sentiment suggests that bad news may not be beneficial for the market, as it could limit the Federal Reserve's ability to be more accommodative [2][3] Federal Reserve Insights - The Federal Reserve is less likely to cut rates with inflation decreasing and job numbers unexpectedly high, leading to a lower unemployment rate of 4.3% [4][5] - Citigroup's analysis suggests no rate cuts in the first half of the year but anticipates three cuts in the latter half, raising questions about the underlying analytics driving this forecast [5][7] Sector Analysis - The software sector has been oversold, and while AI poses a threat, it is not yet time to abandon software investments [8][13] - Companies like Intuit, which have strategic partnerships in AI, are seen as potential investment opportunities due to their revenue growth and current valuation being 50% off their all-time high [10][11][13] Energy and Infrastructure - Energy companies, particularly Duke Energy, are highlighted as strong long-term plays due to their capital expenditure plans to support data centers necessary for AI [15] Gold and Bitcoin Perspectives - Gold is viewed as having potential for significant price increases, with some analysis suggesting it could be valued around $20,000 per troy ounce based on inflation [18] - Bitcoin remains speculative, with expectations of further price declines in the near term, but it is recognized as a long-term investment due to its foundational role in blockchain technology [20][22] Market Expectations - The market is expected to experience volatility, with a projected overall positive performance for the year, but not at the levels seen in previous years, estimating a 5-10% increase [22][23]