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Deutsche Boerse to buy General Atlantic's stake in ISS STOXX for $1.31 billion
Reuters· 2026-02-11 23:41
Deutsche Boerse to buy General Atlantic's stake in ISS STOXX for $1.31 billion | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The trading room of the German stock exchange "Deutsche Boerse†is pictured in Frankfurt, Germany, November 10, 2025. REUTERS/staff [Purchase Licensing Rights, opens new tab]Feb 11 (Reuters) - German exchange operator Deutsche Boerse [(DB1Gn.DE), opens new tab] said on Wednesday it would buy General Atlantic ...
Big Tech's $600 billion AI spending plans add to investors' worries
The Economic Times· 2026-02-07 06:59
Core Viewpoint - The market is experiencing a cautious sentiment towards big tech firms due to their increasing capital expenditure plans, particularly in AI, which is raising concerns about profitability and potential risks to software firms [10][11]. Company Performance - Amazon announced a $200 billion capital expenditure, resulting in a 7% decline in its shares [10]. - Alphabet's shares fell 3% after the company indicated that its capital spending could double this year [10][11]. - Meta Platforms experienced a 1.3% drop in its stock price [10]. - In contrast, Nvidia shares rose by 7%, Microsoft gained 1%, and Tesla increased by 4% [10]. Market Trends - The S&P 500 index increased by 1.6% and the Nasdaq rose by 2%, although both indexes are expected to finish the week lower [10]. - The S&P 500 software and services index has decreased by almost 8% this week, with approximately $1 trillion in market value lost since January 28 [5][11]. - Global shares are projected to decline by 0.33% for the week, with significant losses in India, where software exporters lost $22.5 billion in market value [7][11]. Investor Sentiment - Investors are interpreting news related to AI spending more cautiously, reflecting a shift from previous optimism [6][11]. - Concerns are growing over narrow market leadership, with fears that it may not broaden beyond a few mega-cap companies [6][11]. - The selloff in software and data analytics firms was exacerbated by new AI developments, indicating potential existential threats to these companies [6][11]. Future Outlook - A planned $600 billion AI spending by big tech firms in 2026 is contributing to investor unease regarding profitability and market dynamics [10]. - Despite strong underlying business performance from companies like Alphabet and Amazon, their increasing capital investment plans are overshadowing positive growth indicators [9][11].
Thinking of Buying the Dip in Palantir's Stock? Don't Overlook These 2 Red Flags.
Yahoo Finance· 2026-02-04 22:36
The sharp gains Palantir Technologies' (NASDAQ: PLTR) shares saw following its earnings report earlier this week proved to be short-lived. In fact, those gains have now turned to losses, adding to an already bad start to the year for the stock. As of this writing, the stock is trading at a price below where it was before the quarterly update. But should we be surprised? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you joi ...
Experian Automotive: Fraud is Top-of-Mind for Nearly Nine-in-10 Automotive Dealers
Businesswire· 2026-02-02 14:30
LAS VEGAS--(BUSINESS WIRE)--With fraud continuing to emerge as a growing operational challenge for the automotive industry, new research from Experian, a global data and technology leader, reveals how significant fraud is becoming. Based on a survey of automotive dealers, nearly nine-in-10 are concerned about fraud. The findings also show 70% of dealers believe fraudulent transactions are on the rise, signaling upward momentum. While income-related fraud schemes are the most common, identity-related fraud h ...
Clarivate to Report Fourth Quarter and Full Year 2025 Results on February 24, 2026
Prnewswire· 2026-01-28 13:00
Core Viewpoint - Clarivate Plc will report its financial results for Q4 and full year 2025 on February 24, 2026, before market opens [1] Group 1: Financial Reporting - The financial results will be available on the Clarivate investor website [1] - A conference call and webcast will be held at 9:00 AM Eastern Time on the same day to review the results [2] - Interested parties can access the live audio broadcast through specific phone numbers for U.S. and international participants [3] Group 2: Company Overview - Clarivate is a leading global provider of transformative intelligence, offering data, insights, analytics, and expert services across various sectors [4]
Palantir Stock Is Down Sharply Already in 2026 -- And It Could Get Worse
The Motley Fool· 2026-01-28 01:16
Core Viewpoint - Palantir Technologies is experiencing rapid growth, but its stock may be overvalued, leading to potential risks if growth slows down significantly [2][12]. Group 1: Company Performance - Palantir's fiscal third-quarter revenue grew by 63% year over year, an acceleration from 48% in fiscal Q2 [3]. - U.S. commercial revenue surged by 121% year over year in fiscal Q3, up from 93% in fiscal Q2, indicating successful diversification away from reliance on U.S. government contracts [5]. - The company generated nearly $1.2 billion in revenue during a quarter, showcasing its ability to maintain high growth rates off a large revenue base [10]. Group 2: Valuation Concerns - The stock is currently trading at a forward price-to-earnings ratio of 167, suggesting it is priced for continued strong revenue growth and significant margin expansion [12]. - For the stock to provide a decent return from its current valuation, Palantir's revenue would need to compound at an average rate of 30% and earnings at an even faster rate over the next five years [12]. - Investors are cautious as any signs of a material slowdown could lead to a significant drop in stock price [2][10]. Group 3: Industry Comparisons - Palantir's growth is being compared to that of Snowflake, which previously experienced rapid growth but has seen its growth rates decline significantly over time [7][8]. - Snowflake's product revenue grew 29% year over year in its third quarter of fiscal 2026, a stark contrast to its earlier triple-digit growth rates [7]. - The decline in Snowflake's growth led to a 24% drop in its stock over five years, while the S&P 500 rose by 81%, highlighting the risks associated with high-growth stocks [8].
LexisNexis Risk Solutions Achieves FedRAMP "In Process" Status, Advancing Secure Cloud Capabilities for U.S. Government Agencies
Prnewswire· 2026-01-27 15:13
FedRAMP milestone underscores long-standing trust, leadership, and commitment to rigorous federal security standards The FedRAMP "In Process" designation confirms that LexisNexis Risk Solutions is actively undergoing the rigorous security assessment required for cloud service providers handling federal data, including comprehensive third-party assessment, system security documentation review, and sustained engagement with the FedRAMP Program Management Office. WASHINGTON, Jan. 27, 2026 /PRNewswire/ -- Lexis ...
Equifax Announces Earnings Release Date and Conference Call for Fourth Quarter 2025 Results
Prnewswire· 2026-01-21 21:20
Core Viewpoint - Equifax will announce its financial results for the fourth quarter ended December 31, 2025, on February 4, 2026, at 6:30 a.m. ET, followed by a conference call at 8:30 a.m. ET to discuss the results [1]. Group 1 - The financial results announcement will be made via a press release [1]. - A conference call will be hosted by senior management to discuss the financial and business results for the quarter [1]. - Related presentation materials will be available on Equifax's investor website at the time of the announcement [1]. Group 2 - The conference call can be accessed via specific phone numbers for US/Canada and international participants [2]. - Participants are advised to dial in 5-10 minutes prior to the call for registration [2]. - A webcast of the conference call will be available, with the link becoming active 15 minutes before the scheduled start time [2]. Group 3 - An audio replay of the conference call will be accessible on Equifax's investor website starting February 5 [3]. Group 4 - Equifax is a global data, analytics, and technology company that supports critical decision-making for financial institutions, companies, employers, and government agencies [4]. - The company is headquartered in Atlanta and employs nearly 15,000 people worldwide, operating in 24 countries across various regions [4].
Experian Q3 Earnings Call Highlights
Yahoo Finance· 2026-01-21 10:04
Core Insights - Experian reported a strong performance in Q3 with total revenue increasing by 12% at actual exchange rates and 10% in constant currency, while organic revenue grew by 8% [5][6] - The company maintained its full-year guidance, indicating continued momentum in North America and a target of 30-50 basis points of margin progression for the year [6][17] Revenue Growth - In B2B financial services (excluding mortgage), organic revenue growth was 9%, up from 8% in Q2, driven by key client wins and new product adoption [1] - North America achieved 10% organic revenue growth overall, with B2B growing by 11% and consumer services by 8% [2] - By region, organic revenue growth was reported as 10% in North America, 6% in Latin America, 3% in the U.K. and Ireland, and 3% in EMEA and Asia Pacific [3] Segment Performance - Global B2B organic revenue grew by 7%, while global consumer services rose by 10% [3] - In North America, consumer services rose by 8%, primarily driven by marketplace growth across credit cards, personal loans, and insurance [9] Acquisitions and Market Dynamics - Acquisitions contributed 2% to growth in Q3, with mortgage revenue increasing by 45% due to pricing benefits [4][6] - The integration of ClearSale is progressing well, supporting new business opportunities, while fraud and identity offerings performed strongly [12] Regional Insights - In Latin America, consumer services surged by 23%, although B2B remained flat due to high interest rates and consumer indebtedness impacting lending activity [11] - The U.K. and Ireland saw organic revenue growth of 3%, with consumer services up 14%, supported by the Ascend platform [14] Future Outlook - Management expressed optimism about improving trends and an uptick in the pipeline, suggesting potential revenue growth in the coming quarters [14] - A fuller update on profitability is expected at year-end results, with guidance for margin progression remaining intact [17]
OptimizeRx and Experian Collaborate to Improve Privacy-Safe Identity Resolution in Healthcare Marketing
Globenewswire· 2026-01-07 13:00
Core Insights - OptimizeRx Corp has announced a data collaboration with Experian to enhance audience measurement for life science marketers, providing a more accurate and transparent view of campaign engagement and effectiveness [1][3] Group 1: Collaboration and Integration - The integration of OptimizeRx's Micro-Neighborhood audience data with Experian's identity graph allows for seamless onboarding and audience activation, improving the ability to reach and measure consumer audiences at scale [1][3] - This collaboration aims to close the visibility gap in direct-to-consumer marketing by providing a reliable methodology for life sciences brands and healthcare marketing agencies [2][3] Group 2: Audience Measurement and Quality - The partnership addresses fragmentation in identity resolution, which has historically limited the visibility of direct-to-consumer campaigns, preventing accurate measurement of marketing impact [2][5] - By improving audience mapping, the collaboration is expected to reduce audience loss during onboarding, thereby increasing total media reach and enhancing audience quality [6][3] Group 3: Micro-Neighborhood Audiences - OptimizeRx's Micro-Neighborhood audiences are created using real-world, privacy-safe clinical and consumer data, allowing for highly precise segmentation at the ZIP+9 level across over 35 million U.S. micro-neighborhoods [4][7] - These audiences are designed to be portable across major media channels, facilitating omnichannel direct-to-consumer advertising for life science marketers [7][8] Group 4: Company Overview - OptimizeRx is a leading healthcare technology company focused on redefining connections between life science brands and patients, utilizing AI-driven tools to enhance engagement [8][9] - Experian is a global data and technology company that provides insights and solutions across various markets, including healthcare, to improve marketing effectiveness and consumer engagement [10][11]