Core Insights - TNS has completed the acquisition of BT's Radianz market connectivity business, enhancing its global financial services capabilities [2][3] - The integration aims to unify and expand access, reach, and service capabilities for financial institutions worldwide [2][3] - TNS's offerings will complement the ultra-low-latency trading, market data, and hosting capabilities provided by Radianz [3] Company Overview - TNS is based in Reston, Virginia, and has been providing Infrastructure-as-a-Service (IaaS) solutions to the financial, communications, and payments markets [5] - The company supports organizations across more than 60 countries and became a wholly owned subsidiary of Koch Equity Development LLC in 2021 [5] Advisory Roles - Evercore served as the financial adviser to TNS, while Jones Day acted as the legal adviser [6] - Citi was the financial adviser for BT, with Bryan Cave Leighton Paisner serving as the legal adviser [6]

Core Viewpoint - SoFi has shown strong performance over the past three years but has recently experienced a significant decline in stock value, dropping 19% year-to-date and over 30% from its peak in November, despite a better-than-expected Q4 2025 earnings report [1][2]. Group 1: Q4 Earnings Highlights - SoFi added over 1 million new members in Q4, bringing the total to 13.7 million, which is more than 20 times the member count at the end of 2018 [5]. - The company reported revenue exceeding $1 billion in Q4, marking a 37% year-over-year increase and the first time quarterly revenues surpassed $1 billion [6]. - SoFi's adjusted EBITDA for Q4 was $318 million, with annual adjusted EBITDA exceeding $1 billion for the first time [8]. Group 2: Future Guidance - For Q1 2026, SoFi forecasts revenue of $1.04 billion and projects full-year revenue at $4.65 billion, indicating a 30% growth compared to the previous year [6]. - Management expects adjusted EBITDA for 2026 to reach $1.6 billion, representing a margin of 34% [8]. - The company anticipates full-year adjusted EPS of $0.60, which is 53% higher than the previous year's $0.39, although this guidance is at the lower end of the prior forecast [8]. Group 3: Key Metrics and Brand Performance - The cross-sell rate increased to 40% in Q4, a rise of 7 percentage points from the previous year, highlighting the effectiveness of SoFi's cross-selling strategy [7]. - Unaided brand awareness reached an all-time high of 9.6% in Q4, indicating successful brand-building efforts [7].

Core Viewpoint - SEI Investments Company is hosting one-on-one or small group meetings for investors, indicating a proactive approach to investor relations and engagement [1] Group 1 - Denham and Brad Burke, Head of Investor Relations, will lead the meetings throughout the day, highlighting the company's commitment to direct communication with investors [1] - Investors interested in attending or requesting a meeting are encouraged to contact UBS, suggesting a structured process for engagement [1] - A replay of the webcast will be available in the Investor Relations section of SEI's website, providing additional resources for investors to access information post-conference [1]

Company Participation - SEI will participate in the UBS Financial Services Conference in Key Biscayne, FL on February 10, 2026, with CFO Sean Denham speaking at 1 p.m. Eastern time [1] - Denham and Brad Burke, Head of Investor Relations, will conduct one-on-one or small group meetings throughout the day for investors [2] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [3] - As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets [3]

Group 1 - Financial giants have shown a bearish sentiment towards Upstart Holdings, with 84% of traders exhibiting bearish tendencies and only 15% being bullish, indicating a significant lack of confidence in the stock [1] - The options trading data reveals that there were 13 unusual trades, with 8 puts valued at $320,165 and 5 calls valued at $214,170, further emphasizing the bearish outlook [1] - The predicted price range for Upstart Holdings over the last three months is between $35.0 and $50.0, suggesting a focus on this price band by major market movers [2] Group 2 - An analysis of volume and open interest indicates that tracking these metrics is crucial for understanding the liquidity and interest in Upstart Holdings' options, particularly within the $35.0 to $50.0 strike price range [3] - The largest options trades observed for Upstart Holdings reflect the company's position in the market, which provides credit services through a proprietary AI lending platform that connects consumer demand for loans with bank partners [4] - Current market sentiment includes a consensus target price of $59.0 from analysts, with a recent downgrade to Buy by Truist Securities, indicating a potential upside despite the current bearish sentiment [6] Group 3 - Upstart Holdings' stock price is currently at $40.0, down 4.48%, with a trading volume of 2,284,255, suggesting a possible oversold condition as indicated by RSI indicators [7] - The next earnings report for Upstart Holdings is expected to be released in 7 days, which could impact market sentiment and trading activity [7]

Core Insights - CleanSpark (CLSK) is expected to report its first-quarter fiscal 2026 results on February 5, with revenues projected at $186.66 million, indicating a 15% year-over-year increase [1][10] - The consensus estimate for the bottom-line loss is 10 cents per share, which has widened by 3 cents over the past month, reflecting a significant deterioration from a loss of 7 cents year-over-year [1][10] Financial Performance - CleanSpark's earnings performance has been inconsistent over the past four quarters, with an average negative surprise of 93.06% [2] - The transition towards AI and high-performance computing data centers has increased capital intensity, leading to substantial upfront costs without immediate revenue contributions, which may pressure liquidity and financial flexibility [3] - The company's reliance on Bitcoin mining ties its results to volatile cryptocurrency prices and increased competition, which likely constrained profitability during the quarter [4] Capital Structure and Risks - CleanSpark's expanded debt position from recent convertible note issuance has heightened vulnerability to Bitcoin price fluctuations and operational disruptions, limiting financial flexibility [5] - The company's Digital Asset Management strategy has begun generating incremental cash flow, producing $9.3 million in premiums in the fourth quarter of fiscal 2025, indicating stronger momentum [6] Earnings Prediction - The current Earnings ESP for CleanSpark is -68.42%, with a Zacks Rank of 4 (Sell), indicating a low probability of an earnings beat this quarter [7][8]

NEW YORK--(BUSINESS WIRE)--Tradeweb Markets Inc. (Nasdaq: TW), a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced it will participate in the UBS Financial Services Conference on Tuesday, February 10, 2026. Tradeweb CEO Billy Hult is scheduled to participate in a fireside chat on Tuesday, February 10, 2026, at 2:40 PM EST. A live webcast of the session will be available via https://investors.tradeweb.com/events-and-presentations. ...

Key Takeaways BR delivered Q2 fiscal 2026 EPS and revenue beats, with sales up 7.85% and adjusted EPS rising 2% Y/Y. Broadridge saw recurring revenues rise 9% and growth in the two core segments. BR raised its adjusted EPS growth outlook to 9-12% and expects recurring revenue growth of 5-7%.Broadridge Financial Solutions, Inc. (BR) reported impressive second-quarter fiscal 2026 results, with earnings and revenues beating the Zacks Consensus Estimate.Adjusted earnings of $1.59 per share topped the consensus ...

Core Insights - Cboe Global Markets, Inc. (CBOE) is anticipated to show improvements in both revenue and earnings for the fourth quarter of 2025, with revenue expected to reach $633.29 million, reflecting a 20.7% year-over-year growth [2] - The earnings consensus estimate stands at $2.93 per share, indicating a 39.5% increase compared to the previous year, with a 12.6% upward revision in the last 30 days [3] Financial Performance Expectations - The fourth-quarter performance is likely to be bolstered by growth in index options, higher transaction and clearing fees, and increased access and capacity fees [6] - Revenue from derivatives markets is expected to rise due to improved trading volumes on Cboe options exchanges [6] - Cboe Data Vantage revenues are projected to benefit from increased access and capacity fees as well as proprietary market data fees [7] Fee Structure and Revenue Drivers - Higher regulatory fees and transaction and clearing fees are anticipated to positively impact Cash and Spot Markets [7] - An increase in logical port fees in various segments is expected to support access and capacity fees, driven by customer demand [8] - The Options segment is likely to see improved performance due to a rise in net transaction and clearing fees, influenced by higher index options and multi-listed options volumes [9] Overall Revenue Growth Factors - CBOE's Q4 results are expected to benefit from increased transaction, clearing, regulatory, and market data fees [10] - Continued share buybacks are anticipated to support earnings in the upcoming quarter [12] - The company is expected to experience solid growth in proprietary products, including VIX futures and SPX options [12]

Core Insights - The article discusses the complexities of Social Security benefits and the implications of delaying claims, emphasizing the importance of considering longevity risk and opportunity costs in retirement planning. Group 1: Social Security Benefits - Average life expectancy in the U.S. is approximately 78.4 years, but individual outcomes vary widely [1] - Insufficient funding could lead to a 23% reduction in benefits for retirees by 2032, prompting many nearing retirement to reassess their expected benefits [2][3] - Delaying Social Security benefits can increase monthly payments by up to 8% per year, but this may not always result in a higher total lifetime payout if longevity is underestimated [4][5] Group 2: Breakeven Analysis - Financial advisors often use a "breakeven age" analysis to determine when delaying benefits becomes advantageous, which varies based on individual circumstances [6] - For example, a person entitled to $2,000 per month at full retirement age of 67 would need to live beyond 78 years and eight months to benefit from delaying until 70 [6] - Opportunity costs and the time value of money are often not accounted for in traditional breakeven analyses, which can mislead retirees [7][10] Group 3: Opportunity Cost - Delaying Social Security may require retirees to withdraw from savings or tax-advantaged accounts, potentially forgoing investment returns [9] - Factoring in opportunity costs can push the breakeven age significantly further out, requiring individuals to live longer to benefit from delayed claims [10][11] Group 4: Financial Planning Strategies - Retirees should consider maintaining a significant emergency fund to avoid early withdrawals from investments if they choose to delay Social Security [12] - Utilizing high-yield accounts can help grow emergency funds while keeping pace with inflation [13] - Working with a qualified financial advisor can help retirees navigate the complexities of Social Security decisions, accounting for factors like inflation and healthcare costs [14][16]