Cameco Corp. (CCJ) released Q4 results on February 13, 2026, reporting earnings of $142.8 million, or 36 cents per share on a non-recurring basis, versus 29 cents per share expected by analysts. Revenue for the quarter totaled $861.5 million. Year-over-year, the company posted net profit of $422.2 million, or 97 cents per share, and revenue of $2.49 billion.

Atmus Filtration Technologies Inc. (ATMU) reported fourth-quarter net income of $48 million, or 58 cents per share, with adjusted net income of 66 cents per share. Revenue for the quarter totaled $446.6 million. Results exceeded the 57 cents per share average estimate of three analysts surveyed by Zacks Investment Research.

For the year, the company recorded net income of $207.4 million, or $2.50 per share, and revenue of $1.76 billion. Management guidance for 2026 full-year earnings is $2.75 to $3.00 per share, with revenue expected between $1.95 billion and $2.02 billion.

ATMU shares rose 20% year-to-date and 57% over the past 12 months as of February 13, 2026.

PayPay, a leading QR code payment platform controlled by SoftBank Group, has filed its initial public offering documents with the SEC and anticipates a potential NASDAQ listing as early as March 2026, potentially the largest U.S. IPO for a Japanese company to date.

According to SEC filings, PayPay seeks a valuation exceeding $100 billion, with founder Masaru Shibuya aiming for $200 billion. The company has not commented on the precise valuation. Financials for the nine months ended December 2024 show revenue of ¥2.785 trillion and net income of ¥1.033 trillion, compared to ¥2.204 trillion and ¥289 billion, respectively, in the same period of 2023.

PayPay, established in 2018 as a joint venture with India’s Paytm, surpassed Rakuten Pay in user base, reaching over 72 million users as of December 2024. The QR code payment segment accounted for 9.6% of Japan’s cashless transactions in 2024, up from 0.2% in 2018. The company is expanding into South Korea and collaborating with Visa to explore the U.S. market, with plans to list on the NASDAQ Global Select under the symbol PAYP.

This offering coincides with SoftBank’s acceleration to realize proceeds from its asset sales, including nearly $13 billion in T-Mobile stock sold between June and December 2025. While PayPay’s listing is expected to remain a subsidiary of SoftBank Corp., it is not anticipated to significantly impact the consolidated financial results.

OPEC+ is expected to resume increasing oil production starting April, sources said, amid preparations for peak summer demand and amid price support from heightened U.S.-Iran tensions. The move would allow Saudi Arabia and the UAE to regain market share as Russia, Venezuela and Iran face Western sanctions and Kazakhstan experiences output setbacks. Eight OPEC+ producers, including Saudi Arabia and Russia, are scheduled to meet March 1 to discuss the timing and scale of production increases. No decision has been finalized, with continued negotiations expected in the coming weeks before the meeting.

Energy stocks have rallied about 21% this year, outpacing all other sectors and prompting a bullish outlook for the rest of 2026. The S&P 500 Energy Select Sector Index (XLP) saw $2.6 billion poured into the State Street Energy Select Sector SPDR ETF in January, the most since 2008.

Historical data from Bespoke Investment Group and DataTrek Research show that when the energy index outperformed the S&P 500 by at least 20.9 percentage points over 50 days, it continued to outperform for the next 50 days. The sector’s less than 3% weighting in the S&P 500 leaves room for active overweights.

The price gains reflect geopolitical tensions around Iran, tighter Russian sanctions, and risks of supply disruptions along key shipping routes.

Marcus & Millichap Inc. (MMI) reported fourth-quarter net income of $13.3 million, or 34 cents per share, on revenue of $244 million. For the year, the company posted a loss of $1.9 million, or 5 cents per share, with revenue of $755.2 million.

AI disruption fears have split the travel and leisure sector, driving a selloff in online-booking platforms and a rally in traditional hotel operators. TripAdvisor Inc. fell 29% this year to a two-year low after disappointing earnings; Booking Holdings Inc. and Amadeus IT Group SA each lost 22%. Citi analysts downgraded Amadeus, citing limited near-term payback from AI-related risks. By contrast, Marriott International Inc. gained 14%, and Hilton Worldwide Holdings Inc. rose 12% after its Feb. 11 earnings report prompted a price-target hike on Hilton. The sell-off accelerated in early February, expanding to IT services, wealth management, real estate platforms, and logistics stocks following new tools from Anthropic PBC.

Advance Auto Parts Inc. (AAP) reported Q4 net income of $6 million, or 10 cents per share, versus a loss in the same period a year earlier. Adjusted for one-time items, earnings were 86 cents per share, exceeding the 41 cents per share average expected by 12 analysts surveyed by Zacks Investment Research. Revenue of $1.97 billion surpassed forecasts of $1.95 billion. For the year, the company posted net income of $44 million, or 73 cents per share, and revenue of $8.6 billion. Management guidance: full-year earnings of $2.40 to $3.10 per share and revenue of $8.49 billion to $8.57 billion. The stock has risen 48% since the beginning of 2026 and 23% over the past 12 months.

Masco (NASDAQ:MAS) faces renewed attention as analyst sentiment shifts upward. The branded home improvement and building products company trades above its mean price target of $74.78 and is within 9.6% of the Street’s high of $85.

In fiscal 2025 Q4, net sales fell 2% Y/Y to $1.79B and adjusted EPS declined 8% to $0.82; adjusted operating profit was $259M and margins 14.4%. For FY2025, analysts expect adjusted EPS to rise 6.1% to $4.20.

Of 22 analysts covering MAS, the consensus is a “Moderate Buy,” up from a more evenly split outlook two months ago. Citigroup raised its price target to $84 from $71 on Feb. 13, while MAS is up 22.2% YTD versus the S&P 500’s small gain.

Goldman Sachs' general counsel, Kathryn Ruemmler, will resign this summer amid revelations of close ties to convicted sex offender Jeffrey Epstein, according to confirmed statements. The bank said she will leave after admitting the connections had become a distraction.

Emails released by the Department of Justice in a sprawling probe showed Ruemmler accepted gifts worth tens of thousands of dollars, including a $9,350 Hermès handbag, a Hermès-branded Apple Watch, and a spa trip, while working at Latham & Watkins. She referred to Epstein as “Uncle Jeffrey” and described him as “wonderful Jeffrey” in correspondence.

CEO David Solomon praised her contributions and said the bank will miss her. Ruemmler told the Financial Times she made the decision to end the media focus over concerns it was becoming a distraction, and she expressed sympathy for those Epstein may have harmed. Her resignation follows similar exits by Paul Weiss chairman Brad Karp and UK politician Lord Peter Mandelson over Epstein-linked connections.

Roth IRA conversions are rising as Gen X nears retirement, with Q2 2024 conversions up 46% year-over-year (Fidelity). The strategy shifts pre-tax Traditional IRA/401(k) to tax-free Roth, paying ordinary income tax in the conversion year to realize tax-free growth and withdrawals, with no RMDs and tax-free transfers to heirs after five years.

However, financial advisers caution a case-by-case analysis is critical. The Break-Even Tax Rate (BETR) helps compare upfront conversion taxes with potential growth forgone. Example: A 35% taxpayer with $100K in a Traditional IRA expecting 24% in retirement finds the BETR is 23.3%, making conversion beneficial despite a lower expected tax rate.

Other factors include current vs future marginal tax brackets, sources of retirement income (pensions, Social Security), and spending and legacy goals, including the tax implications of leaving IRAs to heirs.

Pacasmayo SAA (CPAC) released results showing a fourth-quarter loss of $5.3 million, or 6 cents per share. Revenue for the quarter totaled $165.3 million. For the full year, the Lima, Peru-based cement producer reported a profit of $43.3 million, or 51 cents per share, with revenue of $593.9 million.

U.S. regulators could pursue an injunction or civil/criminal fines against HIMS (HIMS.NYS) following its brief plan to market an unapproved compounded version of Novo Nordisk’s Wegovy. The FDA referred HIMS to the Department of Justice after it temporarily launched a $49 alternative, citing potential violations of the Food, Drug and Cosmetic Act. HIMS retreated from the offering, and enforcement hinges on whether the prescriptions meet the personalized-compounding criteria under federal law.

The FDA lacks independent litigation authority and will likely collaborate with the Justice Department, which typically leads enforcement actions. HIMS has also faced prior warnings over misleading advertising, including a Feb 5 notice to Novo regarding promotional claims about Wegovy. The administration’s next steps remain contingent on HIMS’ current policy position and a potential inspection of its records.

CEO James E. Heffernan and CFO William B. Hensley will host the Q4 2025 earnings conference call at 8:00 AM Eastern Time on February 14, 2026. The results of the quarter ended December 31, 2025, are pending release, with a press release expected at 8:00 AM ET. Investors are encouraged to review the company's latest financial results and management commentary prior to the call, available at nasdaq.com. The call will be streamed live on the company's investor relations website and major financial news platforms.

Public Storage (PSTO) will hold its Q4 2025 earnings conference call at 12:00 PM Eastern Time on February 14, 2026. The call will provide an update on the company's fourth-quarter results, guidance for 2026, and operating performance. The company will also address key drivers of its financial results, including storage demand trends, pricing, and portfolio changes. The live webcast will be available on the Nasdaq website, and a recording will be accessible shortly after the call concludes.

Radware (RDWR) has authorized a $80 million share repurchase program to be executed through March 31, 2027. The move follows the company's recent earnings report and reflects its strategy to strengthen balance sheets and return value to shareholders. Under the plan, up to $80 million may be used to repurchase shares in the open market, subject to market conditions and regulatory requirements. The program is separate from any stock-based compensation plans.

Elon Musk issued a scathing attack on Anthropic AI hours after the AI research firm announced a $30 billion Series G funding round valued at $380 billion, hours after its Singapore主权 fund co-led round.

"Your AI hates Whites & Asians, especially Chinese, heterosexuals and men," Musk tweeted. "This is misanthropic and evil. Fix it." The billionaire accused the firm of irony given its name. Anthropic has not yet responded.

Key details: The round includes commitments from GIC, Coatue, D. E. Shaw, Dragoneer, Founders Fund, ICONIQ, Sequoia, BlackRock, Goldman Sachs, JPMorgan, Temasek, Qatar Investment Authority, Microsoft, and NVIDIA. Annualized run-rate revenue reached $14 billion, with Claude Code contributing over $2.5 billion, up over 100% since 2026. The raise trails OpenAI’s $40 billion SoftBank-led funding from 2025.

The timing contrasts with Musk’s xAI turmoil, including departures of senior researchers and a pending SpaceX integration. Rivalry with OpenAI escalated as both released Claude Opus 4.6 and GPT-5.3 Codex within hours.

February 13, 2026 — Executives from Apollo, Ares, Blackstone, KKR and Blue Owl warn that a broader selloff in software stocks, driven by AI disruption fears, is pressuring their shares despite strong earnings and intact balance sheets. Software exposure is small—less than 2% for Apollo, about 6% for Ares, 7% for Blackstone, 7% for KKR and 8% for Blue Owl—yet the sector’s decline is driving declines of roughly 24% for Blackstone, 29% for KKR and 36% for Blue Owl over the past six months. Apollo shares fell about 6% this week and 11% over six months. Blue Owl CEO Marc Lipschultz said the firm’s book of assets is strong and there is no meaningful loss, while KKR and Apollo executives described diversification and large dry powder positions as insulating factors. The broader narrative remains that AI-related disruption could outlast software valuations, continuing to weigh on private markets equities.

U.S. space companies are accelerating lunar ambitions amid a race with China. Elon Musk’s SpaceX plans a Moonbase Alpha and to place a satellite-launching device on the lunar surface, with a potential IPO later this year and a 2028 crewed landing target. Jeff Bezos’ Blue Origin is shifting resources to its Blue Moon lander, pausing suborbital tourism, and is conducting ground testing in preparation for an uncrewed mission this year.

The Artemis program, supported by NASA and funding from the U.S. government, aims to return astronauts to the Moon, with SpaceX’s Starship and Blue Origin’s lander as key platforms. Both companies are competing with China’s targeted 2030 astronaut moon landing, and the renewed focus is attracting heightened investment and industry attention.

SoftBank's stock closed 8.9% lower on Friday following the release of its fiscal 2025 third-quarter results. While the company posted a net profit of 2.486 trillion yen, beating the top line but well below analyst expectations of 3.367 trillion yen.

The market's primary concern is its over-concentration of assets: Arm and OpenAI now account for 65% of SoftBank's net asset value. OpenAI contributed $4.2 billion in book value gains this quarter, but were offset by write-downs in its venture funds in Coupang and Didi. Net asset value declined 2.4 trillion yen to 30.9 trillion yen from the prior quarter, signaling value erosion.

Risks to balance sheets also rose as the company sold its Nvidia stake and sharply reduced T-Mobile holdings, while using Arm (ARM-US) as collateral to increase profit loans. The leverage ratio (LTV) climbed from 16.5% to 20.6%, cash reserves declined, and competition from Google and Anthropic intensifies the peril of being overly tied to a single, unprofitable venture in generative AI.