Group 1 - The article discusses the abrupt halt in the stock performance of Credo Technology Group Holding Ltd. (CRDO) for investors who entered in December 2025, indicating a distinct peak formation [1] - The author is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors, as well as growth and GARP strategies [1] - The investment strategy emphasizes identifying attractive risk/reward opportunities with robust price action to potentially generate alpha above the S&P 500 [1] Group 2 - The investment group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, focusing on stocks with strong growth potential and contrarian plays [1] - The approach combines price action analysis with fundamental analysis, avoiding overhyped stocks while capitalizing on undervalued stocks with recovery potential [1] - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [2]

Core Viewpoint - Silicon Valley Acquisition Corp. will allow holders of its initial public offering units to separately trade Class A ordinary shares and warrants starting February 12, 2026 [1][2]. Group 1: Company Overview - The Company was established to execute mergers, share exchanges, asset acquisitions, share purchases, recapitalizations, reorganizations, or similar business combinations with one or more businesses [3]. - The Company intends to focus on target businesses in various sectors, including fintech, crypto/digital assets, AI-driven infrastructure, energy transition, auto/mobility, technology, consumer, healthcare, and mining [3]. Group 2: Trading Information - The separated Ordinary Shares and Warrants will trade on the Nasdaq Global Market under the symbols "SVAQ" and "SVAQW," respectively, while the Units will continue to trade under the symbol "SVAQU" [2]. - Holders of Units must contact Equiniti Trust Company, LLC, the Company's transfer agent, to separate the Units into Ordinary Shares and Warrants [2]. Group 3: Offering Details - The Units were initially offered through an underwritten offering, with Clear Street LLC acting as the sole book-running manager [4]. - The registration statement for the Company's securities became effective on December 22, 2025 [5].

Yes, Google's parent company, Alphabet, is just tapping the bond market with a 100year time frame. No joke, this bond is not going to mature until the year 2126. And the wild part is investors could not get enough of it.So, Alphabet is raising about $32 billion across multiple bond deals in multiple currencies and only a smalish part, 1 billion British pounds, is for a hundred years. Now, let's talk about who buys something like this. Some buyers like pension funds and insurers want steady payments for a ve ...

Core Viewpoint - There is a significant disconnect between the stock market performance and consumer sentiment, primarily driven by issues of affordability [2][5][10]. Group 1: Stock Market vs. Consumer Sentiment - Over the past four to five years, stock valuations have increased significantly while consumer optimism has declined to near-record lows, breaking a historical correlation between the two [2][3]. - The University of Michigan's consumer sentiment index was expected to be 93 at the end of 2025 based on economic indicators but was instead 40 points lower, indicating a severe drop in consumer confidence [4]. Group 2: Factors Affecting Consumer Sentiment - The term "vibecession" describes the negative mood among consumers, largely attributed to their perceptions of affordability [5][6]. - Key factors contributing to the decline in economic well-being include rising prices, housing affordability issues, and a stagnant job market [9]. Group 3: Price Levels and Housing Costs - Average consumer prices have risen by approximately 26% from December 2019 to December 2025, leading to discomfort among consumers despite a slowdown in inflation [10]. - Homeownership costs have surged, with average mortgage rates exceeding 6%, significantly impacting affordability for families [11][12]. Group 4: Labor Market Conditions - The labor market is characterized by low hiring and low layoffs, creating a challenging environment for job seekers and new entrants [14]. - Many employees are experiencing reduced flexibility in work arrangements, contributing to a negative perception of work-life balance [15]. Group 5: Stock Market Drivers - The stock market's growth is largely supported by a few major technology companies, known as the "Magnificent Seven," which do not heavily rely on consumer spending [16][17]. - Investment in artificial intelligence and technology has driven economic growth, but this sector does not create as many jobs compared to more labor-intensive industries [18]. Group 6: Economic Disparities - High-income households are disproportionately supporting the stock market, with the top 10% of income earners accounting for over 49% of consumer spending in Q2 2025 [19][20]. - The "K-shaped" economic recovery indicates that while spending is increasing for wealthier households, it is declining for lower-income groups, posing potential economic risks [20][21].

Core Viewpoint - Freedom Holding Corp. reported significant growth in assets, shareholders' equity, and customer base across its core business segments for the three and nine months ending December 31, 2025 [1]. Financial Performance - Total assets reached $12.38 billion, a 25% increase from $9.91 billion at the end of the previous fiscal year, driven by the expansion of the investment portfolio and increased client balances in brokerage accounts [2]. - Net cash provided by operating activities for the nine-month period was $1.73 billion, primarily due to growth in customer funds in brokerage accounts and a reduction in margin-related balances [2]. - Cash, cash equivalents, and restricted cash stood at $3.51 billion, up from $1.64 billion at the start of the financial year [3]. - Total revenue for the three months ending December 31, 2025, was $628.6 million, with a nine-month total of $1.69 billion, reflecting diverse revenue sources from brokerage, banking, and insurance segments [4]. - Total shareholders' equity increased to $1.40 billion from $1.21 billion at the end of the prior fiscal year, with net income for the third quarter at $76.2 million and diluted earnings per share (EPS) of $1.25 for the quarter and $2.38 for the nine-month period [8]. Customer Growth and Business Development - The number of banking customers rose from 2.5 million to 4.5 million over nine months, while the brokerage customer base grew by over 20%, supported by expanded digital offerings [5]. - The company has integrated traditional brokerage and banking with everyday consumer services, resulting in over 7 million customers using its platform, with plans for expansion into additional markets [7]. Business Model and Ecosystem - The diversified business model across financial, insurance, and technology segments has proven effective, with ongoing development of a financial and digital ecosystem [6]. - The SuperApp is the most downloaded application in Kazakhstan, indicating strong market presence and user engagement [7].

Alphabet is on a borrowing spree as it seeks to finance the unprecedented spending plan behind its AI ambitions.The Google parent raised $20 billion in its biggest ever US dollar bond sale on Monday, and has plans to debut deals in Switzerland and the UK – including a rare sale of 100-year bonds. Read more: https://t.co/Bo094S2ctF📷️: Mike Kai Chen/Bloomberg ...

Four of OpenAI’s six big deal announcements this year were followed by a total combined net gain of $1.7trn among the 49 big companies in Bloomberg’s broad AI index plus Intel, Samsung and SoftBank. However, the gains for most concealed losses for some https://t.co/gs1WcLl656 ...

Core Insights - NetScout Systems (NTCT) reported revenue of $250.68 million for the quarter ended December 2025, a decrease of 0.5% year-over-year, while EPS increased to $1.00 from $0.94 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $235.78 million by 6.32%, and the EPS surpassed the consensus estimate of $0.86 by 16.96% [1] Revenue Breakdown - Service revenue was reported at $128.98 million, exceeding the two-analyst average estimate of $118.04 million, reflecting a year-over-year increase of 4.2% [4] - Product revenue was $121.7 million, slightly above the average estimate of $117.75 million, but showed a year-over-year decline of 5.1% [4] Profit Metrics - Gross profit from services reached $97.75 million, surpassing the average estimate of $89.03 million from two analysts [4] - Gross profit from products was reported at $106.91 million, exceeding the average estimate of $103.17 million [4] Stock Performance - Over the past month, NetScout shares have returned 2.8%, while the Zacks S&P 500 composite experienced a decline of 0.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

“Big Short” investor Michael Burry issued a warning Monday about Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) planning to issue 100-year bonds, drawing parallels to Motorola Solutions Inc.‘s (NYSE:MSI) downfall following a similar move in 1997.Burry Draws Motorola ComparisonWriting on X Monday, Burry stated, “Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in 1997, which was the last year Motorola was considered a big deal.”Alphabet’s Bond Sale DetailsMultiple media outlets hav ...

Core Viewpoint - Ouster has announced the acquisition of StereoLabs, indicating a strategic move to enhance its competitive position and product offerings in the industry [1][2]. Group 1: Acquisition Details - Ouster's acquisition of StereoLabs was officially announced prior to market opening, with a news release and Form 8-K filed [2]. - The call includes key executives from both Ouster and StereoLabs, highlighting the importance of this acquisition for the companies involved [2]. Group 2: Forward-Looking Statements - The company will discuss forward-looking statements regarding the integration of StereoLabs, competitive positioning, industry trends, and product development [3]. - Actual results may differ from these forward-looking statements due to various factors that could impact performance and trends [3].