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When AI threatens the moat #2 Our selection of AI risk-proof long ideas
2026-02-24 14:20
on 13-Feb-2026 13 February 2026 Midcap Research When AI threatens the moat #2: Our selection of "AI risk-proof" long ideas Aleksander Peterc +33 1 57 29 45 25 aleksander.peterc@bernsteinsg.com Marie Line Fort +33 1 42 13 85 21 marie-line.fort@bernsteinsg.com Philippe Lorrain +33 1 42 14 75 16 philippe.lorrain@bernsteinsg.com Victor Acitores +34 915 893 901 victor.acitores@bernsteinsg.com +44 20 7676 8355 will.kirkness@bernsteinsg.com Marios Pastou +44 20 7676 6881 marios.pastou@bernsteinsg.com Building on o ...
Intelligent Bio Solutions Partners with Bouygues UK, Part of Multi-Billion Dollar Global Construction Giant Bouygues Construction, for UK Drug Testing Rollout
Globenewswire· 2026-02-24 13:45
Initial 13-site deployment with UK subsidiary of global construction firm employing 35,600 employees across 50+ countries, validates commercial scalability and ROI of INBS’s fingerprint drug testing technologyNEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Intelligent Bio Solutions Inc. (Nasdaq: INBS) (“INBS” or the “Company”), a medical technology company delivering intelligent, rapid, non-invasive testing solutions, today announced a partnership with Bouygues UK, a subsidiary of Bouygues Construction, a multi ...
Stocks in news: IDFC First Bank, Hindustan Zinc, BPCL, Bharti Airtel, Waaree Energies
The Economic Times· 2026-02-24 00:41
Overall, analysts say the ongoing tussle in the index reflects prevailing uncertainty on the global front, while domestic cues remain largely muted.Hindustan Zinc, BPCL, Bharti Airtel, In the wake of the recently disclosed discrepancy in Haryana government-linked accounts, IDFC First Bank said it will introduce an additional layer of system-driven controls for high-value, branch-based transactions. Under the proposed framework, any transaction exceeding a predefined threshold will require mandatory customer ...
UFP Industries Announces Fourth Quarter 2025 Results
Prnewswire· 2026-02-23 21:05
UFP Industries Announces Fourth Quarter 2025 Results [Accessibility Statement] Skip NavigationGRAND RAPIDS, Mich., Feb. 23, 2026 /PRNewswire/ -- UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported results for the fourth quarter 2025.- Cash flows from operating activities in 2025 was $546 million. Free cash flow1 of $451 million was used to repurchase nearly $450 million of our shares.- New prod ...
Construction is a ‘relationship business’: Suffolk executive
Yahoo Finance· 2026-02-23 17:24
This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter. Pete Tuffo has clear ideas on promoting the right people. An executive at Boston-based Suffolk Construction, Tuffo is president of the builder’s Florida Gulf Coast region, Las Vegas office and National Gaming segment. In his 14 years with Suffolk, he’s not only overseen diverse segments but has had a hand in the promotion and hiring of five executives to he ...
Indian shares set to open higher after US Supreme Court scraps Trump tariffs
BusinessLine· 2026-02-23 03:44
Group 1 - Indian shares are expected to open higher following the US Supreme Court's ruling against Trump's tariffs, which has led to a temporary increase in tariffs on US imports from 10% to 15% [1][2] - The Indian trade delegation's plans to visit Washington have been delayed due to the uncertainty surrounding tariffs, which were intended to finalize an interim trade deal [3] - Domestic equities are anticipated to start positively, with export-oriented sectors likely to benefit from supportive trade developments [4] Group 2 - IDFC First Bank may experience a decline after announcing an investigation into a suspected fraud of $65 million involving local government accounts [5] - RailTel has received a letter of intent for a modernization project in Maharashtra valued at 11.36 billion rupees ($125.2 million) [7] - Vikram Solar has signed a 20 billion-rupee agreement with Jupiter International to procure 2 GW of solar cells [7]
项目一线抢抓质效
Xin Lang Cai Jing· 2026-02-21 22:19
大红的"封顶大吉"横幅高挂在施工楼顶,工地建设现场一派热火朝天的景象。位于海南省海口市江东新 区的海南国际智慧物贸云港项目现场,工人们正与时间赛跑,力争在春节前做好外立面施工的各项准备 工作,项目施工"栋号长"宫琦琳忙碌地在各个施工作业现场指挥调度。 "我们既要打造让群众满意的好房子,更要坚持质量品质底线,打造海南自贸港的样板工程。"在中铁建 设集团海口市博雅片区(二期)城市更新项目施工现场,项目副经理吴维寿说,目前400余名工人正在 加紧施工,进行工程外立面施工和隔墙板、门窗安装等工作。 "如何让昔日城中村变为高品质宜居社区?中铁建设通过全链条品质管控与创新赋能,为城市更新项目 建设树立了标杆。"谈起工程亮点,吴维寿说,从方案编制到验收交付,项目针对渗漏、开裂等常见质 量问题建立了"策划—管控—验收"全闭环机制,交付验收更是量化到"毫米级",严格对标实测实量标 准,确保每一套房子都经得起业主检验。此外,项目主动提升无障碍、适老化、智能化水平,让住宅适 配更多群体需求。项目建成后将大幅改善片区居民生活环境和居住条件,打造水景交融的生态宜居社 区。 海口江东新区管理局建设统筹部相关负责人介绍,江东新区结合区域规 ...
Glen Burnie Bancorp Announces Retirement of Board Chair John Demyan and Appointment of New Board Chair Jay Baldwin
Globenewswire· 2026-02-20 19:36
GLEN BURNIE, Md., Feb. 20, 2026 (GLOBE NEWSWIRE) -- Glen Burnie Bancorp (“Company”) (OTCQX: GLBZ), the bank holding company for The Bank of Glen Burnie (“Bank”), announced today that current board member and local business leader, Jay Baldwin, has assumed the role of Chair of the Board of Directors effective immediately. Baldwin succeeds John “Jack” E. Demyan who announced his retirement at the February 19, 2026, meeting of the Glen Burnie Bancorp Board of Directors. Demyan retires after serving as Chair si ...
The New Magnificent Stocks to Own in 2026
[music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is [music] Zach's Market Edge. Welcome to Zach's Market Edge, the [music] podcast about investing in your life. I'm your host, Tracy Brinick, and this week I'm going solo again to talk about the new Magnificent Stocks. I've kind of hinted at this on prior podcasts earlier this year when we were talking about just the hot breakout stocks and a lot of people have basically thrown in the towel on the MAG 7. I think 2025 was its final year so i ...
Futures Drop As Iran Tensions Rise, Data Deluge Looms
ZeroHedge· 2026-02-20 13:29
Market Overview - US equity futures are lower as traders assess the potential market impact of war with Iran and await significant US economic data including GDP and core PCE [1] - The S&P and Nasdaq futures are down 0.1% after trading positively overnight, with the "Magnificent Seven" stocks showing mixed performance [3] - Bond yields have reversed and are lower, while the USD remains flat; commodities show mixed results with base metals declining and precious metals, particularly gold, rallying above $5000 [1][11] Company Earnings and Stock Movements - Akamai Technologies (AKAM) shares fell 11% after a weaker-than-expected earnings outlook [3] - Ardelyx (ARDX) dropped 6% due to a softer sales forecast for its Ibsrela drug [3] - Copart (CPRT) fell 8% after reporting operating income that missed analyst estimates [3] - Floor & Decor (FND) rose 4% after exceeding earnings expectations for the fourth quarter [3] - Grail (GRAL) tumbled 47% after its cancer detection test failed to meet primary endpoints [3] - Harmonic (HLIT) increased by 9% due to strong book-to-bill ratios indicating growth potential [3] - Newmont (NEM) dropped 4% as it expects lower gold production this year [3] - Opendoor Technologies (OPEN) surged 19% after reporting better-than-expected revenue [3] - RingCentral (RNG) rose 10% after beating expectations and providing a positive forecast [3] - Texas Roadhouse (TXRH) increased by 4% as it anticipates positive sales growth [3] - Workiva Inc. (WK) gained 12% after reporting strong fourth-quarter results and optimistic forecasts [3] Economic Data and Inflation - Core personal consumption expenditure (PCE) data is expected to show an increase, which may influence interest rate decisions and the economic outlook [4] - Bloomberg Economics anticipates core inflation to accelerate, with a month-on-month increase of 0.32% in the core PCE deflator for December, raising the annual rate to 2.9% from 2.8% [4] - Wider inflation concerns are heightened by oil prices nearing a six-month high amid geopolitical tensions [5][6] Geopolitical Impact - The US military is deploying forces in the Middle East, with President Trump warning Iran of a limited strike if negotiations do not progress [6][35] - Geopolitical tensions have led to a cautious market sentiment, impacting stock performance and investor behavior [6][39]