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  • Stock news for investors: Big gains for Canada’s banks in Q1

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    Scotiabank reports $2.3B Q1 profit, up from $993M a year earlier

    Bank of Nova Scotia (TSX:BNS)

    Numbers for its first quarter:

    • Profit: $2.30 billion (up from $993 million a year ago)
    • Revenue: $9.65 billion (up from $9.37 billion)

    The Bank of Nova Scotia reported $2.30 billion in first-quarter net income, up from $993 million a year earlier. The bank says the profit amounted to $1.73 per diluted share for the quarter ended Jan. 31, up from 66 cents per diluted share in the same period a year earlier.

    Revenue totalled $9.65 billion, up from $9.37 billion.

    Scotiabank says its provision for credit losses was $1.18 billion for the quarter, up from $1.16 billion a year earlier.

    On an adjusted basis, Scotiabank says it earned $2.05 per diluted share in its latest quarter, up from $1.76 a year earlier.

    The average analyst estimate had been for an adjusted profit of $1.95 per share, according to LSEG Data & Analytics.

    Source Google

      

    EQB reports lower first quarter adjusted net income of $85.2M, raises dividend

    EQB (TSX:EQB)

    Numbers for its first quarter:

    • Profit: $85.2 million (down from $116.2 million a year ago)
    • Revenue: $306.8 million (down from $322.6 million)

    EQB Inc. reported adjusted net income of $85.2 million for the first quarter, down from $116.2 million during the same period a year earlier. On a per-share basis, that amounted to adjusted earnings of $2.26, down from $2.98 a year earlier.    

    The owner of EQ Bank says its adjusted net interest income came in at $263.4 million,  down from $270.6 million in the prior year quarter. 

    EQB says its adjusted revenue was $306.8 million during the period, down year over year from $322.6 million. 

    Chadwick Westlake, the CEO of EQB, says the company is energized to close its acquisition of PC Financial, announced in December of last year, and partner with Loblaw Companies.      

    EQB also raised its dividend by 16% year over year, now sitting at 59 cents per common share.

    Source Google

    National Bank reports $1.25B Q1 profit, up from $997M a year earlier

    National Bank of Canada (TSX:NA)

    Numbers for its fourth quarter:

    • Profit: $1.25 billion (up from $997 million a year ago)
    • Revenue: $3.89 billion (up from $3.18 billion)

    National Bank of Canada reported a first-quarter profit of $1.25 billion, up from $997 million a year earlier, helped by its acquisition of Canadian Western Bank. The bank says the profit amounted to $3.08 per diluted share for the quarter ended Jan. 31, up from $2.78 in the first quarter of 2025.

    Revenue totalled $3.89 billion, up from $3.18 billion a year earlier.

    National Bank’s provision for credit losses amounted to $244 million for the quarter, down from $254 million a year earlier.

    On an adjusted basis, National Bank says it earned $3.25 per diluted share in its latest quarter, up from an adjusted profit of $2.93 a year earlier.

    Analysts on average had expected an adjusted profit of $2.99 per share, according to LSEG Data & Analytics.

    Source Google

    BMO Financial Group reports $2.49B Q1 profit, up from $2.14B a year earlier

    BMO Financial Group (TSX:BMO)

    Numbers for its fourth quarter:

    • Profit: $2.49 billion (up from $2.14 billion a year ago)
    • Revenue: $9.82 billion (up from $9.27 billion)

    BMO Financial Group reported a first-quarter profit of $2.49 billion, up from $2.14 billion a year earlier. The bank says its profit amounted to $3.39 per diluted share for the quarter ended Jan. 31, up from $2.83 per diluted share in the same quarter last year.

    Revenue for the quarter totalled $9.82 billion, up from $9.27 billion a year earlier.

    The bank’s provisions for credit losses for the quarter amounted to $746 million, down from $1.01 billion.

    On an adjusted basis, BMO says it earned $3.48 per diluted share in its latest quarter, up from an adjusted profit of $3.04 per diluted share a year earlier.

    Analysts on average had expected an adjusted profit of $3.20 per share in the quarter, according to LSEG Data & Analytics.

    Source Google

    RBC reports $5.79B first-quarter profit, up from $5.13B a year earlier

    Royal Bank of Canada (TSX:RY)

    Numbers for its fourth quarter:

    • Profit: $5.79 billion (up from $5.13 billion a year ago)
    • Revenue: $17.96 billion (up from $16.74 billion)

    Royal Bank of Canada reported a first-quarter profit of $5.79 billion, up from $5.13 billion a year earlier. The bank says the profit amounted to $4.03 per diluted share for the quarter ended Jan. 31, up from $3.54 per diluted share a year earlier.

    Revenue totalled $17.96 billion, up from $16.74 billion.

    RBC’s provision for credit losses for the quarter amounted to $1.09 billion, up from $1.05 billion a year earlier.

    On an adjusted basis, the bank says it earned $4.08 per diluted share in its latest quarter, up from an adjusted profit of $3.62 per diluted share a year earlier.

    The average analyst estimate had been for an adjusted profit of $3.85 per share, according to LSEG Data & Analytics.

    Source Google

    TD reports $4.04B Q1 profit, up from $2.79B a year earlier

    TD Bank Group (TSX:TD)

    Numbers for its fourth quarter:

    • Profit: $4.04 billion (up from $2.79 billion a year ago)
    • Revenue: $16.59 billion (up from $14.05 billion)

    TD Bank Group reported a first-quarter profit of $4.04 billion, up from $2.79 billion a year earlier. The bank says the profit amounted to $2.34 per diluted share for the quarter ended Jan. 31, up from $1.55 per diluted share last year.

    Revenue totalled $16.59 billion, up from $14.05 billion.

    TD’s provision for credit losses amounted to $1.04 billion, down from $1.21 billion a year ago.

    On an adjusted basis, TD says it earned $2.44 per diluted share in its latest quarter, up from $2.02 per diluted share a year earlier.

    The average analyst estimate had been for a profit of $2.26 per share, according to LSEG Data & Analytics.

    Source Google

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  • Douglas Herrington Sells 6,835 Shares of Amazon.com (NASDAQ:AMZN) Stock

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    Amazon.com, Inc. (NASDAQ:AMZN) CEO Douglas Herrington sold 6,835 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the transaction, the chief executive officer owned 522,361 shares of the company’s stock, valued at $107,512,341.02. The trade was a 1.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

    Amazon.com Stock Performance

    AMZN opened at $210.64 on Thursday. The business’s 50-day simple moving average is $227.38 and its 200 day simple moving average is $227.93. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The firm has a market capitalization of $2.26 trillion, a PE ratio of 29.38, a PEG ratio of 1.34 and a beta of 1.37.

    Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same period last year, the firm earned $1.86 EPS. As a group, sell-side analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

    Key Amazon.com News

    Here are the key news stories impacting Amazon.com this week:

    • Positive Sentiment: Analysts say AWS capacity expansion could drive upside: Bank of America and other analysts argue AWS is aggressively adding capacity (estimated ~15 GW by 2027), which could boost revenue and justify AWS growth expectations. Amazon’s AWS expansion could drive potential revenue upside
    • Positive Sentiment: BofA and other firms reiterate bullish ratings: BofA kept a Buy and $275 target citing AWS capacity advantages; Wells Fargo reiterated Overweight — analyst support tempers downside from the recent pullback. Is Amazon underestimated? Analyst note
    • Positive Sentiment: Concrete capacity buildouts: Amazon pledged a $12B Louisiana data‑center investment to support AI/cloud demand — tangible capacity increases that underpin AWS revenue growth and justify part of the broader capex narrative. Amazon pledges $12B for Louisiana data centers
    • Neutral Sentiment: Leadership/AGI research change: The head of Amazon’s AGI lab is leaving — watch for follow-up on leadership and research continuity; impact on near-term revenue is unclear. Head of Amazon’s AGI lab is leaving
    • Neutral Sentiment: Short-term market tailwinds: cooperation news in the AI ecosystem (e.g., Anthropic excursions) has helped software/cloud names rally, giving AMZN some momentum independent of fundamentals. Anthropic extends enterprise olive branch
    • Negative Sentiment: Investor anxiety over massive AI capex: Ongoing debate about Amazon’s ~ $200B AI/data‑center capex plan is pressuring the stock — questions on timing of returns and FCF impact continue to weigh on valuation. 200B AI spending debate
    • Negative Sentiment: Insider sales: multiple senior execs (including filings from CEO Andy Jassy and others) disclosed sizable stock sales last week — a near‑term negative sentiment signal that can amplify downward pressure. Jassy Form 4 filing
    • Negative Sentiment: Regulatory/legal risks rising: California seeks an injunction over alleged merchant‑bullying on pricing, Italy banned an Amazon unit from processing staff data, and Spain flagged delays in compliance — potential fines, restrictions or compliance costs add uncertainty. California seeks injunction Italy privacy ban Spain antitrust note
    • Negative Sentiment: Rising short interest and market positioning: reported increases in short positions and sector rotation into Energy/Utilities amplify volatility risk for AMZN if sentiment sours further.

    Institutional Investors Weigh In On Amazon.com

    Hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank bought a new stake in Amazon.com during the 4th quarter worth $32,868,735,000. J. Stern & Co. LLP grew its holdings in shares of Amazon.com by 20,598.0% during the fourth quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock worth $20,308,193,000 after purchasing an additional 87,557,736 shares during the last quarter. Nuveen LLC bought a new stake in shares of Amazon.com during the first quarter worth about $11,674,091,000. Cardano Risk Management B.V. increased its stake in shares of Amazon.com by 879.4% in the fourth quarter. Cardano Risk Management B.V. now owns 27,862,400 shares of the e-commerce giant’s stock valued at $6,431,199,000 after buying an additional 25,017,588 shares during the period. Finally, Vanguard Group Inc. raised its holdings in Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after buying an additional 17,447,045 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

    Wall Street Analysts Forecast Growth

    Several research analysts have recently weighed in on AMZN shares. Zacks Research lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. Royal Bank Of Canada reissued an “outperform” rating and set a $300.00 price target on shares of Amazon.com in a research report on Friday, February 6th. Citizens Jmp raised their price objective on Amazon.com from $300.00 to $315.00 and gave the company an “outperform” rating in a research report on Monday, February 2nd. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a report on Monday, February 2nd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amazon.com in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $287.29.

    Get Our Latest Analysis on Amazon.com

    About Amazon.com

    (Get Free Report)

    Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

    Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

    See Also

    Insider Buying and Selling by Quarter for Amazon.com (NASDAQ:AMZN)



    Receive News & Ratings for Amazon.com Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for Amazon.com and related companies with MarketBeat.com’s FREE daily email newsletter.

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  • Natalie Glance Sells 3,545 Shares of Duolingo (NASDAQ:DUOL) Stock

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    Duolingo, Inc. (NASDAQ:DUOL – Get Free Report) insider Natalie Glance sold 3,545 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $113.51, for a total value of $402,392.95. Following the completion of the transaction, the insider owned 115,380 shares of the company’s stock, valued at $13,096,783.80. This trade represents a 2.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

    Natalie Glance also recently made the following trade(s):

    • On Tuesday, February 17th, Natalie Glance sold 1,741 shares of Duolingo stock. The stock was sold at an average price of $110.06, for a total transaction of $191,614.46.

    Duolingo Trading Up 1.6%

    Shares of DUOL stock opened at $112.94 on Friday. The company has a quick ratio of 2.82, a current ratio of 2.82 and a debt-to-equity ratio of 0.07. The firm has a market cap of $5.22 billion, a P/E ratio of 14.31, a PEG ratio of 0.60 and a beta of 0.86. The company has a 50 day moving average of $152.08 and a 200-day moving average of $232.39. Duolingo, Inc. has a 12-month low of $107.16 and a 12-month high of $544.93.

    Duolingo News Summary

    Here are the key news stories impacting Duolingo this week:

    Institutional Investors Weigh In On Duolingo

    Institutional investors and hedge funds have recently modified their holdings of the company. Baillie Gifford & Co. increased its holdings in Duolingo by 71.9% during the 4th quarter. Baillie Gifford & Co. now owns 4,861,445 shares of the company’s stock worth $853,184,000 after acquiring an additional 2,033,611 shares during the period. Dragoneer Investment Group LLC grew its position in shares of Duolingo by 324.4% during the 3rd quarter. Dragoneer Investment Group LLC now owns 1,580,787 shares of the company’s stock valued at $508,760,000 after purchasing an additional 1,208,346 shares in the last quarter. State of Michigan Retirement System grew its position in shares of Duolingo by 5,800.0% during the 4th quarter. State of Michigan Retirement System now owns 560,500 shares of the company’s stock valued at $98,368,000 after purchasing an additional 551,000 shares in the last quarter. FIL Ltd increased its holdings in shares of Duolingo by 1,715,575.9% in the fourth quarter. FIL Ltd now owns 497,546 shares of the company’s stock worth $87,319,000 after purchasing an additional 497,517 shares during the period. Finally, Norges Bank purchased a new stake in shares of Duolingo in the fourth quarter worth $86,159,000. 91.59% of the stock is owned by hedge funds and other institutional investors.

    Wall Street Analysts Forecast Growth

    Several research analysts have recently weighed in on the company. Scotiabank cut their price target on Duolingo from $600.00 to $300.00 and set a “sector outperform” rating for the company in a research note on Thursday, November 6th. Wells Fargo & Company dropped their price objective on shares of Duolingo from $185.00 to $160.00 and set an “underweight” rating on the stock in a report on Thursday, January 8th. JPMorgan Chase & Co. cut their target price on shares of Duolingo from $300.00 to $200.00 and set an “overweight” rating for the company in a research report on Tuesday, January 20th. UBS Group set a $245.00 target price on shares of Duolingo in a research note on Monday, January 5th. Finally, Truist Financial set a $245.00 price target on shares of Duolingo in a research report on Thursday, January 15th. Eleven analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $292.37.

    View Our Latest Research Report on DUOL

    Duolingo Company Profile

    (Get Free Report)

    Duolingo, Inc (NASDAQ:DUOL) is a technology-driven education company that operates a widely used language-learning platform. Founded in 2011 by Luis von Ahn and Severin Hacker, Duolingo offers a freemium service featuring bite-sized lessons, gamified exercises and adaptive learning algorithms. The company’s core product is its mobile and web application, which supports instruction in more than 40 languages, ranging from widely spoken tongues such as English and Spanish to lesser-taught options including Irish and Swahili.

    In addition to its flagship language courses, Duolingo has expanded its product suite to include the Duolingo English Test, an on-demand, computer-based English proficiency exam designed for academic and professional admissions.

    Recommended Stories

    Insider Buying and Selling by Quarter for Duolingo (NASDAQ:DUOL)



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  •  Stock news for investors: Mixed Q4 results with big profit gains for Enbridge, Nutrien, and Cenovus

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    It says adjusted earnings came in at 88 cents per share in the fourth quarter, up from 75 cents per share in the same quarter of 2024.

    Analysts on average had expected an adjusted profit of 77 cents per share, according to data compiled by LSEG Data & Analytics.

    The pipeline operator says earnings for 2025 as a whole worked out to $7.1 billion, up from $5.1 billion in 2024.

    Enbridge says it has a secured backlog of $39 billion as it advances numerous projects including expanded natural gas transmission and storage, solar power and added crude export capacity.

    Source Google

      

    Nutrien reports earnings of US$580M in Q4, up from US$118M in the previous year

    Nutrien Ltd. (TSX:NTR)

    Numbers for its fourth quarter:Numbers for its fourth quarter:

    • Profit: $580 million (up from $118 million a year ago)
    • Revenue: $5.34 billion (up from $5.1 billion)

    Nutrien Ltd. says it earned US$580 million during the fourth quarter, up from US$118 million the previous year. That amounted to diluted net earnings per share of US$1.18 during the period ended Dec. 31, up from 23 cents US in the prior-year quarter. 

    The Saskatoon-based company, which keeps its books in U.S. dollars, says its sales totalled US$5.34 billion in the fourth quarter, up year-over-year from US$5.1 billion. 

    Nutrien declared a quarterly dividend of 55 cents US per share, which represents about a one per cent increase from the prior dividend declared in November of last year. 

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    The company also says it approved the purchase of up to five per cent of Nutrien’s issued and outstanding common shares over a 12-month period.   

    Nutrien CEO Ken Seitz says the company expects to build on its momentum in 2026, helped by strong market fundamentals for potash.  

    Source Google

    Teck Resources reports Q4 profit and revenue up from year ago

    Teck Resources Ltd. (TSX:TECK.B)

    Numbers for its fourth quarter:

    • Profit: $544 million (up from $399 million a year ago)
    • Revenue: $3.6 billion (up from $2.79 billion)

    Teck Resources Ltd. reported its fourth-quarter profit and revenue rose compared with a year ago as it worked to complete its merger with Anglo American. The miner says its profit attributable to shareholders amounted to $544 million or $1.11 per diluted share for the quarter ended Dec. 31, up from $399 million or 78 cents per diluted share a year earlier.

    Revenue totalled $3.06 billion, up from $2.79 billion in the fourth quarter of 2024.

    On an adjusted basis, Teck says its profit from continuing operations amounted to $1.37 per diluted share, up from 45 cents per diluted share a year earlier.

    Teck chief executive Jonathan Price says the company continued to make meaningful progress on ramp‑up at its Quebrada Blanca mine, with improving production and tailings management facility development.

    Teck’s deal with Anglo American has received shareholder approval and cleared its Investment Canada Act review by Ottawa. The company says the deal remains subject to customary closing conditions, including regulatory approvals in multiple jurisdictions globally.

    Source Google

    Canadian Tire reports strong holiday season, Q4 revenue up from year earlier

    Canadian Tire Corp. Ltd. (TSX:CTC.A)

    Numbers for its fourth quarter:

    • Profit: $211 million (down from $365.2 million a year ago)
    • Revenue: $4.55 billion (up from $4.20 billion)

    Canadian Tire Corp. Ltd. reported its fourth-quarter revenue rose compared with a year earlier as chief executive Greg Hicks says the retailer had one of the best holiday seasons in recent memory.

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  • Bitcoin May Gain If AI Job Losses Trigger Bank Stress, Hayes Says

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    Arthur Hayes has issued a stark market warning: he sees a growing split between his preferred risk gauge, Bitcoin, and the tech-heavy Nasdaq 100 as a signal that credit stress may be building under the surface.

    Related Reading

    Hayes, a co-founder and former CEO of cryptocurrency exchange BitMEX, calls Bitcoin a “fiat liquidity fire alarm” — an asset that reacts quickly when credit conditions change.

    A Warning From Market Signals

    When two assets that often moved together start to pull apart, traders take notice. Hayes believes that a gap like this deserves investigation because it could point to trouble in bank balance sheets or in the flow of lending.

    He argues the move is not about one stock or one trade; it is about the plumbing of credit and how fast liquidity can dry up when things turn.

    Source: Arthur Hayes

    How AI Job Cuts Could Ripple Through Credit

    Reports note that companies cited AI as a reason for thousands of layoffs in recent years, with an outplacement firm counting roughly 55,000 cuts in 2025 that were tied to AI. Much of that hit was inside tech.

    Hayes sketches a rough scenario: a sizable drop in knowledge-worker employment would weaken mortgage and consumer credit repayment, which could then shave bank equity and tighten lending.

    The numbers he offers are approximate and built on multiple assumptions, but they are intended to show how a shock to white-collar paychecks could cascade into the credit system.

    Source: Arthur Hayes

    Expectations About Central Bank Action

    Hayes expects a policy response if banks start to fail and credit freezes. He argues the Federal Reserve would step in with fresh liquidity, and that more money creation would follow — a move he says would be favorable for Bitcoin’s price outlook.

    That scenario has been a recurring theme in his commentary; past essays and posts have linked anticipated Fed liquidity to sharp rallies in crypto markets.

    BTCUSD currently trading at $67,298. Chart: TradingView

    Altcoin Bets And Fund Positioning

    His fund, Maelstrom, is said to plan staking or stablecoin deployments into privacy-focused and exchange-native plays once liquidity policy shifts occur, naming Zcash and Hyperliquid as examples. That kind of tactical stance is meant to profit from a short-term surge in risk assets after a policy pivot.

    Related Reading

    A Measured View

    This is a dramatic chain of events: AI job losses lead to credit losses, which cause bank stress, which forces the central bank to expand money supply, which lifts Bitcoin.

    Each link is plausible, but none is guaranteed. Some of Hayes’ figures are rough estimates meant to illustrate risk rather than to act as a precise forecast.

    Market history shows that central banks do sometimes step in, and that policy moves can power asset rallies, but outcomes depend on timing, scale and public confidence — factors that are hard to predict in advance.

    Featured image from Unsplash, chart from TradingView

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  • Stocks Settle Slightly Higher as Bond Yields Fall

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    The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.05%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.18%.  March E-mini S&P futures (ESH26) rose +0.03%, and March E-mini Nasdaq futures (NQH26) rose +0.14%.

    Stock indexes recovered from early losses on Friday and settled higher. Falling bond yields were bullish for stocks on Friday after US January consumer prices rose less than expected, which may prompt the Fed to keep cutting interest rates.  The 10-year T-note yield fell to a 2.25-month low of 4.05% on the tame inflation news.

    Also, a recovery in software stocks was supportive of the overall market.  However, metal companies retreated on reports that the Trump administration is working to narrow its tariffs on steel and aluminum products.

    Stocks initially moved lower today, with the S&P 500 and Nasdaq 100 posting 1-week lows.  Worries over AI weighed on stocks and dampened market sentiment.  Concerns have surfaced that the latest tools released by Google, Anthropic, and other AI startups are already good enough to disrupt many sectors of the economy, including finance, logistics, software, and trucking.

    US Jan CPI rose +2.4% y/y, weaker than expectations of +2.5% y/y and the smallest pace of increase in 7 months.  Jan core CPI rose +2.5% y/y, right on expectations and the smallest pace of increase in 4.75 years.

    Q4 earnings season is in full swing, as more than two-thirds of the S&P 500 companies have reported earnings results.  Earnings have been a positive factor for stocks, with 76% of the 371 S&P 500 companies that have reported beating expectations.  According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth.  Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%.

    The markets are discounting a 10% chance for a -25 bp rate cut at the next policy meeting on March 17-18.

    Overseas stock markets settled lower on Friday.  The Euro Stoxx 50 closed down by -0.43%.  China’s Shanghai Composite closed down -1.26%.  Japan’s Nikkei Stock 225 fell closed down -1.21%.

    Interest Rates

    March 10-year T-notes (ZNH6) on Friday closed up by +12 ticks.  The 10-year T-note yield fell -4.2 bp to 4.056%.  Mar T-notes climbed to a 2.25-month high on Friday, and the 10-year T-note yield fell to a 2.25-month low of 4.045%.  T-notes recovered from overnight losses and moved higher on the smaller-than-expected US Jan CPI increase, which is dovish for Fed policy.  Also, bond dealer short covering boosted T-note prices as dealers lifted short hedges placed in T-note futures this week to hedge against the $125 billion of T-note and T-bond sales in the Treasury’s quarterly refunding.

    European government bond yields moved lower on Friday.  The 10-year German bund yield fell to a 2.25-month low of 2.753% and finished down -2.4 bp to 2.755%.  The 10-year UK gilt yield slid to a 3.5-week low of 4.404% and finished down -3.6 bp to 4.416%.

    The German Jan wholesale price index rose +0.9% m/m, the largest increase in a year.

    Swaps are discounting a 3% chance of a -25 bp rate cut by the ECB at its next policy meeting on March 19.

    US Stock Movers

    Software stocks rallied on Friday, helping lift the broader market.  Crowdstrike Holdings (CRWD) closed up more than +4%, and ServiceNow (NOW) closed up more than +3%.  Also, Salesforce (CRM), Palantir Technologies (PLTR), and Oracle (ORCL) closed up more than +2%.  In addition, Adobe Systems (ADBE) closed up +0.54%, and Intuit (INTU) closed up +0.32%. 

    Cryptocurrency-exposed stocks rose on Friday after Bitcoin (^BTCUSD) rallied more than +4%.  Coinbase Global (COIN) closed up more than +16% to lead gainers in the S&P 500.  Also, MARA Holdings (MARA) closed up more than +9%, and Strategy (MSTR) closed up more than +8%.  In addition, Riot Platforms (RIOT) and Galaxy Digital Holdings (GLXY) closed up more than +7%.

    Metal companies retreated on Friday on reports that the Trump administration is working to narrow its tariffs on steel and aluminum products.  Century Aluminum (CENX) closed down more than -7%, and Steel Dynamics (STLD) closed down more than -4%.  Also, Cleveland-Cliffs (CLF) and Nucor Corp (NUE) closed down more than -3%, and Alcoa (AA) closed down more than -1%. 

    Tri Point Homes (TPH) closed up more than +26% after being acquired by Sumitomo Forestry for about $4.28 billion, or $47 a share.

    Rivian Automotive (RIVN) closed up more than +26% after reporting Q4 revenue of $1.29 billion, above the consensus of $1.26 billion, and forecasting full-year vehicle deliveries of 62,000 to 67,000, the midpoint above the consensus of 63,402.

    Maplebear (CART) closed up more than +9% after reporting Q4 total revenue of $992 million, stronger than the consensus of $971.8 million.

    Applied Materials (AMAT) closed up more than +8% after reporting Q1 adjusted EPS of $2.38, better than the consensus of $2.21, and forecasting Q2 adjusted EPS of $2.44 to $2.84, stronger than the consensus of $2.29.

    Roku (ROKU) closed up more than +8% after reporting Q4 net revenue of $1.39 billion, above the consensus of $1.35 billion, and forecasting full-year net revenue of $5.50 billion, better than the consensus of $5.34 billion.

    Dexcom (DXCM) closed up more than +7% after reporting Q4 revenue of $1.26 billion, better than the consensus of $1.25 billion.

    Arista Networks (ANET) closed up more than +4% to lead gainers after reporting Q4 revenue of $2.49 billion, better than the consensus of $2.29 billion, and forecasting Q1 revenue of $2.6 billion, above the consensus of $2.39 billion.

    Airbnb (ABNB) closed up more than +4% after reporting Q4 gross booking value of $20.4 billion, better than the consensus of $19.46 billion, and forecasting Q1 revenue of $2.59 billion to $2.63 billion, above the consensus of $2.54 billion.

    Pinterest (PINS) closed down more than -16% after reporting Q4 revenue of $1.32 billion, below the consensus of $1.33 billion, and forecasting Q1 revenue of $951 million to $971 million, weaker than the consensus of $980.9 million.

    DraftKings (DKNG) closed down more than -13% after forecasting full-year revenue of $6.5 billion to $6.9 billion, well below the consensus of $7.32 billion.

    Ryan Specialty Holdings (RYAN) closed down more than -12% after reporting Q4 total revenue of $751.2 million, weaker than the consensus of $774.7 million.

    Bio-Rad Laboratories (BIO) closed down more than -12% after reporting Q4 adjusted EPS of $2.51, below the consensus of $2.71.

    Constellation Brands (STZ) closed down more than -7% to lead losers in the S&P 500 after announcing Nicholas Fink will succeed Bill Newlands as CEO, effective April 13

    Norwegian Cruise Line Holdings (NCLH) closed down more than -7% after CEO Harry Sommer stepped down immediately and was replaced by John Chidsey.

    Expedia Group (EXPE) closed down more than -6% despite posting better-than-expected Q4 earnings after Bloomberg Intelligence warned that AI is “a long-term risk for the broader online travel industry.”

    Earnings Reports(2/17/2026)

    Allegion plc (ALLE), Builders FirstSource Inc (BLDR), Cadence Design Systems Inc (CDNS), Coca-Cola Europacific Partners (CCEP), Devon Energy Corp (DVN), DTE Energy Co (DTE), EQT Corp (EQT), Expand Energy Corp (EXE), FirstEnergy Corp (FE), Genuine Parts Co (GPC), Kenvue Inc (KVUE), Labcorp Holdings Inc (LH), Leidos Holdings Inc (LDOS), Medtronic PLC (MDT), Palo Alto Networks Inc (PANW), Republic Services Inc (RSG), Vulcan Materials Co (VMC).

    On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

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  • Stock news for investors: Q4 results from Manulife, Sun Life, Air Canada, and more

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    On a per share basis, its earnings for the quarter amounted to 83 cents, down about 6% year-over-year from 88 cents. 

    The insurer says adjusted earnings, or what it calls core earnings, came in at $2 billion during the fourth quarter, rising 5% from $1.9 billion a year earlier. Core earnings for Manulife’s Asia segment came in at US$564 million during the period, while core earnings for its Canada segment came in at $413 million. Both results were slightly better than a year earlier. 

    Manulife CEO Phil Witherington says 2025 was a defining year for the company as it achieved record core earnings.   

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    Sun Life Financial reports $722M Q4 profit, up from $237M last year

    Sun Life Financial Inc. (TSX:SLF)

    Numbers for its fourth quarter:

    • Profit: $722 million (up from $237 a year ago)

    Sun Life Financial Inc. says it earned $722 million in net income during the fourth quarter. That compares with a profit of $237 in the same quarter a year ago, when the Toronto-based insurer took a $186 million writedown and had lower-than-expected investment income

    Earnings for the period ended Dec. 31 worked out to $1.96 per share, up from $1.68 during the prior year quarter. 

    Underlying net income for its asset management and wealth business came in at $534 million, while underlying net income for its health and protection business came in at $308 million.

    The Toronto-based insurer says assets under management totalled $1.6 billion during the period, up from $1.54 billion during the same period a year earlier.   

    Sun Life CEO Kevin Strain says in a news release that the company saw robust earnings and sales in Asia and solid wealth sales in Canada. 

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    Cineplex reports $369,000 Q4 profit down from $3.3 million a year earlier

    Cineplex Inc. (TSX:CGX)

    Numbers for its fourth quarter:

    • Profit: $369,000 (down from $3.3 million a year ago)
    • Revenue: $334.8 million (down from $340.9 million)

    Cineplex Inc. reported a fourth-quarter profit of $369,000, down from $3.3 million a year earlier, as its revenue also edged lower. The movie theatre company says the profit amounted to a penny per diluted share for the quarter ended Dec. 31 compared with a profit of five cents per diluted share in the fourth quarter of 2024.

    Revenue totalled $334.8 million for the quarter, down from $340.9 million a year earlier, while theatre attendance totalled 10.1 million, down from 11.1 million. Box office revenue per patron was $13.87, up from $13.26 a year earlier, while concession revenue per patron rose to $9.92, up from $9.41 in the last three months of 2024.

    Cineplex also announced the retirement of Robert Bruce from its board of directors. The company says former Scotiabank executive Sean McGuckin will replace Bruce on the board.

    Source Google

    Air Canada reports Q4 profit of $296 million, up from last year

    Air Canada (TSX:AC)

    Numbers for its fourth quarter:

    • Profit: $296 million (up from loss of $644 million a year ago)

    Air Canada reported $296 million in net income during its fourth quarter, up from a loss of $644 million during the same period a year earlier. Its diluted earnings per share amounted to $1 during the period, compared with a loss per share of $1.81 last year. 

    The Montreal-based airline says its operating revenue came in at a record $5.8 billion during the period ended Dec. 31, up year-over-year from $5.4 billion. 

    Michael Rousseau, Air Canada’s CEO, says the company’s results came amid shifting demand trends as well as continued macroeconomic and geopolitical uncertainty. 

    On Wednesday, Air Canada announced the acquisition of eight Airbus A350-1000 wide-body aircraft with rights to purchase another eight planes. 

    The airline moved to suspend flights to Cuba earlier this month due to a fuel shortage in the Caribbean country.  

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    Analyst Report: Mondelez International Inc.

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  • Stock news: Dividend hikes, earnings results, and what moved Canadian stocks this week – MoneySense

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    Adjusted operating earnings, which Suncor considers a better gauge of its underlying performance because it filters out the effects of unusual items, were $1.33 billion, or $1.10 per share. That’s a drop from the prior-year quarter, when Suncor had adjusted operating earnings of $1.57 billion, or $1.25 per share. 

    Operating revenues, net of royalties, were $12.04 billion for the period, down from $12.53 billion. Total upstream production was a record 909,000 barrels per day, up from 875,000 in the same 2024 period.

    Source Google

    ATS reports third-quarter profit and revenue up from year ago

    ATS Corp. reported third-quarter net income of $30.0 million, up from $6.5 million a year ago as its revenue rose nearly 17%. The maker of automation systems says the profit amounted to 30 cents per diluted share for the quarter ended Dec. 28 compared with a profit of seven cents per diluted share a year earlier.

    On an adjusted basis, ATS says it earned 48 cents per share in its latest quarter, up from an adjusted profit of 32 cents per share a year earlier.

    Revenue for the quarter totalled $760.7 million, up from $652.0 million.

    ATS chief executive Doug Wright says the results reflected solid organic revenue growth across its portfolio, including continued momentum in services. 

    The company’s order backlog stood at $2.05 billion at the end of its most recent quarter, compared with $2.06 billion a year earlier.

    Source Google

    Brookfield Asset Management reports US$615M Q4 profit, raises dividend

    CGI Inc. reported a first-quarter profit of $442.0 million, up from $438.6 million a year earlier, as its revenue rose nearly 8%. The business and technology consulting firm says the profit amounted to  $2.03 per diluted share for the quarter ended Dec. 31, up from $1.92 per diluted share a year earlier.

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    Revenue for the three-month period totalled $4.08 billion, up from $3.79 billion. On an adjusted basis, CGI says it earned $2.12 per diluted share in its most recent quarter, up from $1.97 per diluted share a year earlier.

    Earlier this week, CGI announced a collaboration deal with OpenAI that will see it expand the use of artificial intelligence across its business and help clients adopt it in their operations.

    CGI has 94,000 consultants and professionals across the globe that provide business and technology consulting services.

    Source Google

    Thomson Reuters reports US$332M Q4 profit, raises quarterly dividend 10%

    Thomson Reuters raised its dividend by 10% as it reported a fourth-quarter profit of US$332 million, down from US$587 million a year earlier.

    The company says it will pay a quarterly dividend of 65.5 US cents per share, up from 59.5 cents US per share. The increased payment came as Thomson Reuters says its fourth-quarter profit amounted to 74 cents US per diluted share for the quarter ended Dec. 31, down from US$1.30 per diluted share a year earlier.

    Revenue totalled US$2.01 billion, up from US$1.91 billion in the fourth quarter of 2024. On an adjusted basis, Thomson Reuters says it earned US$1.07 per share in its latest quarter, up from an adjusted profit of US$1.01 per share a year earlier.

    The average analyst estimate had been for an adjusted profit of US$1.06 per share, according to data compiled by LSEG Data & Analytics.

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    BCE reports $594M Q4 profit attributable to shareholders, Crave subscriptions up 26%

    BCE Inc. reported a fourth-quarter profit attributable to common shareholders of $594 million as its revenue edged lower compared with a year ago. The company says the profit amounted to 64 cents per share for the quarter, compared with a profit of $461 million or 51 cents per share a year earlier.

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    Daily Spotlight: Reasonable Valuation for Stocks

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