Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Rowan Street generated solid results in 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) in 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative net return of +252% over the past three years, compared to +78% for the Index during the same period. It is a concentrated strategy with a focus on long-term compounding. 2025 ...

WPP ( WPP ) used to be the largest advertising holding company in the world, but it's in crisis mode at the moment. WPP lost major clients such as Mars and PepsiCo toAnalyst’s Disclosure: I/we have a beneficial long position in the shares of WPP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is ment ...

Group 1: Technology Sector Performance - The technology sector showed signs of recovery, with a 1.5% increase, but remains down 2% over the last 10 days, indicating volatility in the market [1][2][3] - The semiconductor sector performed relatively well, with notable gains: Intel up 18%, ARM up 8%, and Western Digital up 18%, while AMD and Qualcomm saw declines of 14% and 10% respectively [2] - Software stocks faced significant losses, with major players like Microsoft down 12%, SAP and Oracle down 14%, and Atlassian down 34%, suggesting ongoing challenges in this segment [3][14] Group 2: Economic Indicators and Market Reactions - The dollar index showed a decline of 0.8%, indicating potential implications for commodities and stocks, with concerns about interest rates and fiscal sustainability [5][6][8] - Upcoming economic reports, including job market data and consumer inflation, are expected to create volatility, with a medium forecast of 70,000 job creations but a wide range of estimates from -10,000 to 135,000 [29][30] - The Federal Reserve is anticipated to maintain a cautious approach, with expectations of rate cuts later in the year, which could support equity markets [102][104] Group 3: Investment Opportunities in Women's Sports - Ariel Investments Project Level successfully completed a funding round of $250 million, emphasizing the growing commercial viability of women's sports [77] - The investment strategy focuses on building a sustainable ecosystem around women's sports, including teams and related businesses, to enhance profitability and player salaries [86][90] - The ongoing negotiations in women's sports leagues, such as the WNBA, reflect the increasing economic potential and recognition of player value, indicating a shift in the market dynamics [93][95] Group 4: Market Volatility and Technical Analysis - The S&P 500 bounced off the 100-day moving average, indicating a potential recovery, with a focus on breaking the 7,000-point milestone [98][100] - The tech sector's performance is crucial for the S&P's movement, as it has not reached new highs since October, largely due to weakness in software stocks [104][106] - Increased single stock volatility has led to a greater reliance on technical analysis, as price movements deviate from fundamentals, creating opportunities for traders [107][109]

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Magnite (Nasdaq: MGNI), the largest independent sell-side advertising company, today announced that members of its executive team will host in-person investor meetings at the Susquehanna 15th Annual Technology Conference in New York City on Thursday, February 26, 2026. About Magnite We’re Magnite (NASDAQ: MGNI), the world’s largest independent sell-side advertising company. Publishers use our technology to monetize their content across all screens and formats incl ...

72andSunny, Allison, Anomaly, Code and Theory, Colle McVoy, Crispin, Gold Rabbit Sports, The Harris Poll, HarrisX, HUNTER, JetFuel, The Marketing Cloud's HarrisQuest and The People Platform, Movers+Shakers, SPORT BEACH, and TEAM delivered powerful work before, during, and after the big game Off the Field Highlights 2 Spots Earned Top 10 Honors from USA Today Ad Meter NEW YORK, NY AND SAN FRANCISCO, CA / ACCESS Newswire / February 9, 2026 / Stagwell, the global challenger network transforming marketing throu ...

The Trade Desk is trading at an unbelievable price tag.The ultimate goal for growth investors is to outperform the S&P 500. Otherwise, you're just wasting your time and should look for an index fund. Although I consider myself a growth investor, the reality is that it's all just different varieties of value investing. If you're a growth investor, you're buying a stock because you believe its business will rapidly grow and allow the stock to outperform your chosen index. At its core, that is value investing ...

The Trade Desk was a terrible performer in 2025.Rising 900% over the past decade is a feat that few stocks accomplish. However, thanks to a recent sell-off, this figure is a lot lower than it used to be for one stock. At its peak, The Trade Desk (TTD +3.03%) stock was up an incredible 4,500%, but that's no longer the case. Huge sell-offs don't happen all that often for The Trade Desk stock, but we're at a point that has never been seen for the stock before. It's down nearly 80% from its all-time highs, but ...

Madden to Halftime: ETFs Behind Super Bowl LX | ETF TrendsETF Trends is now VettaFi. Read More -- Months before Super Bowl LX kicks off at Levi's Stadium on February 9, the game was already being played, predicted, and celebrated across screens worldwide through companies held in the [Amplify Video Game Leaders ETF (GAMR)].This year's Super Bowl ETF story runs through gaming simulations, halftime entertainment sponsors, and the advertisers dominating commercial breaks — creating exposure across sector funds ...

Key Takeaways Amazon beats on revenue but misses EPS; massive AI capex plan weighs on sentiment.Strong AWS AI demand suggests long-term gains, but near-term ROI remains uncertain.Big Tech AI spending cycle may delay profits now but should drive future growth potential.Amazon (AMZN) shares plunged about 10% in extended trading on Thursday after the company reported mixed fourth-quarter results and announced a higher capital expenditure outlook for 2026.The company posted earnings per share of $1.95, below th ...

Core Viewpoint - Google parent Alphabet (GOOGL) reported fourth-quarter earnings and revenue that exceeded consensus estimates, driven by strong cloud computing revenue, although YouTube ad revenue fell short of expectations [1] Group 1: Earnings Performance - Fourth-quarter earnings and revenue surpassed consensus estimates, indicating robust performance in key areas [1] - Cloud computing revenue significantly exceeded expectations, highlighting the growing momentum in this segment [1] - YouTube ad revenue missed expectations, suggesting potential challenges in advertising revenue streams [1] Group 2: Capital Expenditure and Market Reaction - Google announced a substantial increase in capital spending aimed at enhancing its leadership in artificial intelligence, which is expected to impact free cash flow negatively [1] - Following the earnings report, Google stock experienced a decline as Wall Street reacted to the increased capital spending plans [1]