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Credo Regains Control Of The Bullish Narrative While Its Valuation Reset (Upgrade)
Seeking Alpha· 2026-02-11 14:49
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]
Silicon Valley Acquisition Corp. Announces the Separate Trading of Its Class A Ordinary Shares and Warrants, Commencing on February 12, 2026
Globenewswire· 2026-02-11 01:08
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].
How affordability led to a chasm between stock prices, consumer optimism
CNBC· 2026-02-10 13:30
A trader works as the Dow Jones Industrial Average surpasses the 50,000 mark on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 6, 2026.Brendan McDermid | ReutersThere's a disconnect between the stock market and consumer optimism — and some economists say affordability is a primary culprit.Over the last four to five years, the stock market has become divorced from consumer sentiment: Stock valuations have soared while consumer optimism has plunged to near-record lows, economists ...
Freedom Holding Corp. Reports Financial Results for the Nine Months and Quarter Ended December 31, 2025
Prnewswire· 2026-02-10 08:57
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].
NetScout (NTCT) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2026-02-09 21:30
For the quarter ended December 2025, NetScout Systems (NTCT) reported revenue of $250.68 million, down 0.5% over the same period last year. EPS came in at $1.00, compared to $0.94 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $235.78 million, representing a surprise of +6.32%. The company delivered an EPS surprise of +16.96%, with the consensus EPS estimate being $0.86.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...
Michael Burry Warns Alphabet's 100-Year Bond Move Mirrors Motorola's 1997 Decline - Alphabet (NASDAQ:GOOGL)
Benzinga· 2026-02-09 17:16
“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 ...
Ouster, Inc. (OUST) M&A Call Transcript
Seeking Alpha· 2026-02-09 15:54
PresentationHello, and welcome to today's call discussing Ouster's acquisition of StereoLabs. [Operator Instructions] The call today is being recorded, and a replay of the call will be available on the Ouster Investor Relations website an hour after the completion of this call. I'd now like to turn the conference over to Chen Geng, Senior Vice President of Strategic Finance and Treasurer. Please go ahead.Chen GengSenior VP of Strategic Finance & Treasurer Thank you, operator, and hello, everyone. Thank you ...
Is Wall Street Bullish or Bearish on Fortive Stock?
Yahoo Finance· 2026-02-09 14:56
Valued at a market cap of $19.1 billion,  Fortive Corporation (FTV) develops, manufactures, and markets products, software, and services. The Everett, Washington-based company offers software-enabled workflow solutions and specialized technical products. This tech company has considerably underperformed the broader market over the past 52 weeks. Shares of FTV have declined 24.7% over this time frame, while the broader S&P 500 Index ($SPX) has soared 14%. However, on a YTD basis, the stock is up 8.9%, outp ...
Compounded Drug Drama: Hims, Hers, Or Theirs?
Seeking Alpha· 2026-02-09 12:30
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Precious metals and crypto to the labor market and $1T club! Dive into the latest hot themes in the SA Sentiment Survey for February, which explores the investing decisions of the Seeking Alpha community. Click here to take the poll and don't forget to share your thoughts in the WSB comments section. Good morning! Here's the latest in trending:Seahawks prevail: The Super ...
Simpson Manufacturing Co., Inc. (NYSE:SSD) Overview and Analyst Insights
Financial Modeling Prep· 2026-02-09 02:00
The consensus price target for NYSE:SSD has remained stable at $190 over the past month and quarter, indicating a slight adjustment in analysts' expectations.Simpson Manufacturing's Q3 2025 earnings call highlighted a positive outlook from analysts, with a price target of $120 set by D.A. Davidson.Comparative financial growth in the technology sector, as seen with Silicon Motion, underscores the diverse success rates across industries, including construction and technology.Simpson Manufacturing Co., Inc. (N ...