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What I'm Watching With CubeSmart Stock To See If It Beats The Market | The Motley Fool

• CubeSmart, the third-largest self-storage REIT in the U.S., has underperformed the market and its larger rivals over the past decade. • The self-storage industry has faced challenges due to increased supply from low-interest rates, impacting occupancy levels and rental rates. • CubeSmart reported its first year-over-year increase in move-in rates in Q3 2023, indicating potential positive momentum in the self-storage market. • The company controls only 4.9% of the U.S. self-storage market, significantly trailing leaders Extra Space Storage and Public Storage. • To improve growth, CubeSmart is exploring joint ventures, including a recent $250 million partnership with CBRE Investment Management. • Analysts are monitoring CubeSmart's ability to adapt its growth strategy and market conditions to achieve better investment returns.

Published Feb 19, 2026 • Added 2h ago • 1 Source

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Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 | Wolf Street

• Subprime auto loans account for approximately 14% of the $1.67 trillion in outstanding auto loans, with only 7.7% of used vehicles sold financed through subprime loans in Q3 2025. • The 60-day-plus delinquency rate for subprime auto loans packaged into asset-backed securities (ABS) reached a record 6.9% in January 2025, reflecting a seasonal increase. • In contrast, the delinquency rate for prime auto loans remained stable at 0.4%, indicating a stark difference in credit quality between subprime and prime borrowers. • Total balances of auto loans and leases increased by $15 billion year-over-year, driven by rising vehicle prices despite a decline in sales volume. • The auto-loan-to-disposable income ratio held steady at 7.2% in Q4 2025, the lowest level since 2014, suggesting manageable debt burdens for consumers. • Specialized dealer-lenders dominate the subprime auto loan market, which is characterized by high risks and high profits, often leading to significant financial instability within the sector.

Published Feb 17, 2026 • Added 2h ago • 1 Source

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US Government Sold $701 Billion of Treasury Securities this Week. As Deficits Balloon, Bond Math Is Relentlessly Brutal | Wolf Street

• The US government sold $701 billion in Treasury securities this week across nine auctions, including $160 billion in notes and bonds. • The yield for 10-year Treasury notes was 4.177%, slightly higher than the previous month, while the 30-year yield decreased to 4.750%. • Treasury bills accounted for $541 billion of the sales, with yields for most maturities rising by 3 to 5 basis points compared to last month. • The total amount of outstanding 10-year notes increased by $29 billion this week due to the replacement of maturing notes. • The Treasury Department plans to focus on T-bill issuance to manage deficits, but overall note and bond issuance continues to rise. • The bond market remains concerned about future supply, impacting yields and pricing dynamics in the secondary market.

Published Feb 15, 2026 • Added 2h ago • 1 Source

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Will Chinese AI chip designer Enflame’s Shanghai IPO be another blockbuster?

• Enflame Technology has entered the inquiry stage of its initial public offering on the Shanghai Stock Exchange's Star Market. • The company is part of a trend of Chinese AI chipmakers going public, following successful listings by competitors like Moore Threads and Biren Technology. • Recent IPOs in the semiconductor sector have seen stocks trading significantly above their initial prices, indicating strong investor interest. • The push for technological self-reliance in China, particularly in semiconductors, is driving market momentum for domestic chip designers. • Enflame's listing is anticipated to attract positive investor sentiment as more companies seek to enter the stock market.

Published Feb 13, 2026 • Added 2h ago • 1 Source

real-estate-alternativesresidential-housing

Sales of Single-Family Homes Plunged (even in the West in Warm Weather), Supply Surged, Median Price Nearly Flat YoY | Wolf Street

• Sales of single-family homes in January fell by 9.0% from December, reaching an annual rate of 3.53 million, marking significant declines compared to previous years. • The supply of single-family homes increased to 3.8 months in January, the highest level for that month since 2019. • The national median price for single-family homes decreased by 2.2% from December to $400,300, with a slight year-over-year increase of 0.6%. • In the West, single-family home sales dropped by 10.3% in January from December, despite warmer weather conditions. • Condo and co-op sales also declined, falling by 2.6% from December to an annual rate of 380,000 sales, with actual sales reaching just 21,000 units. • Supply of condos unexpectedly fell to 3.6 months in January, down from 5.0 months in December, indicating potential data anomalies.

Published Feb 12, 2026 • Added 2h ago • 1 Source

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Alphabet boosts debt sale again as total raise exceeds $30 billion, sources say

• Alphabet Inc. is finalizing a global bond issuance exceeding $30 billion, an increase from the $20 billion raised earlier this week. • The company raised approximately $11 billion in the European market, focusing on sterling and Swiss francs. • Investors are showing strong demand for high-quality bonds from tech companies involved in artificial intelligence advancements. • Alphabet plans to spend up to $185 billion on capital expenditures this year, significantly higher than its 2025 projections. • The long-term debt of Alphabet quadrupled to $46.5 billion in 2025, reflecting increased investment in technology and infrastructure. • Other tech giants, including Oracle and Meta, are also preparing significant debt offerings to support their growth strategies.

Published Feb 10, 2026 • Added 3h ago • 1 Source

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EFG profit edges up in 2025 despite litigation headwinds

• EFG International reported a net profit of SFr325.2m for 2025, a 1% increase from the previous year, despite a SFr59.5m litigation charge. • The bank's revenues reached SFr1.67bn, maintaining a revenue margin of 98 basis points, while operating profit rose 26% to SFr493.1m. • Assets under management increased by 12% to SFr185bn, driven by net new assets of SFr11.3bn and successful acquisitions during the year. • EFG welcomed 79 new client relationship officers in 2025, exceeding its recruitment target, and completed three acquisitions that contributed significantly to asset growth. • The Board approved a buyback of up to nine million shares by July 2027 to support employee compensation, alongside plans for digital investment to enhance client service.

Published Feb 19, 2026 • Added 2h ago • 1 Source

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Dow Jones Futures Fall After S&P 500 Hits Resistance; Walmart Slides, Carvana Dives

• Dow Jones futures declined early Thursday, reflecting a broader downturn in S&P 500 and Nasdaq futures. • Walmart's stock dropped due to weak guidance, impacting overall market sentiment. • Carvana's stock experienced a significant decline overnight, contributing to the market's volatility. • The S&P 500 had previously seen gains, reaching a resistance level amid strong performance from technology stocks. • Notable gains were observed in semiconductor stocks, including Nvidia, Micron Technology, and ASML.

Published Feb 19, 2026 • Added 2h ago • 1 Source

real-estate-alternativesreits

Here's Why I Wouldn't Touch Medical Properties Trust With a 10‑Foot Pole | The Motley Fool

• Medical Properties Trust (MPT) offers a high yield of 6.6%, significantly above the S&P 500's 1.2% and the average REIT's 3.8%. • The company has cut its dividend twice, leading to a 75% decline in share value over the past five years due to excessive debt. • Although the dividend has recently been increased, Medical Properties Trust still maintains high leverage compared to other REITs like Realty Income and W.P. Carey. • Realty Income and W.P. Carey have more stable dividend histories, with Realty Income increasing its dividend annually for over 30 years. • Investors are advised to weigh the risks and rewards, as there are high-yield stocks with more favorable risk profiles than Medical Properties Trust.

Published Feb 19, 2026 • Added 2h ago • 1 Source

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3 Trillion Reasons Why Nvidia Is a Phenomenal Stock to Buy Right Now | The Motley Fool

• Nvidia is projected to experience significant growth in revenue and earnings over the next five years, despite a recent slowdown in stock performance. • Major tech companies like Amazon, Alphabet, and Meta Platforms are expected to increase capital expenditures to at least $500 billion in 2026, benefiting Nvidia. • Nvidia anticipates global data center capital expenditures could reach $3 trillion to $4 trillion annually by 2030, potentially leading to substantial revenue growth. • The company is expected to generate $213 billion in revenue for fiscal 2026, capturing about one-third of data center capital expenditures in the AI accelerator market. • Nvidia has regained access to the Chinese market for GPU sales, which is expected to further enhance its growth prospects. • The stock is currently trading at less than 24 times forward earnings, making it relatively inexpensive compared to its expected growth.

Published Feb 19, 2026 • Added 2h ago • 1 Source

equity-marketsearnings-reportssector-rotation

Chipotle Mexican Grill Stock Is Interesting, but Here's What I'd Buy Instead | The Motley Fool

• Chipotle Mexican Grill experienced a 1.7% decline in same-restaurant sales last year, attributed to reduced customer traffic amid broader economic challenges. • The company expanded its footprint by adding 321 locations, bringing its total to over 4,000, despite a 36.4% drop in stock price over the past year. • Dutch Bros, with a focus on drive-thru beverage service, reported a 5.6% increase in same-store sales last year and opened around 150 new locations. • Dutch Bros has significant growth potential, particularly in underserved regions, and its stock's P/E ratio has decreased from 240 to 84 over the past year. • Both companies face valuation concerns, but Dutch Bros is viewed as a more attractive long-term investment compared to Chipotle.

Published Feb 19, 2026 • Added 2h ago • 1 Source

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Why This 1 Unstoppable Stock Could Be the Next Bank of America | The Motley Fool

• SoFi is experiencing significant growth, achieving 40% year-over-year revenue growth in Q4 and its ninth consecutive quarter of profitability. • The fintech company has increased its customer base to 13.7 million, adding 1 million new members in Q4, indicating rising acceptance of online banking. • SoFi's market cap stands at $25 billion, significantly smaller than Bank of America's $400 billion, allowing for potentially higher returns for new investors. • The company has reported strong demand across its product categories, with notable year-over-year increases in bank accounts, investment accounts, and credit card openings. • SoFi's adjusted net income nearly tripled year-over-year, despite a one-time tax benefit affecting net income comparisons for Q4.

Published Feb 19, 2026 • Added 2h ago • 1 Source

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Energy Transfer Just Can't Stop Adding Fuel to its Growth Engine | The Motley Fool

• Energy Transfer is investing heavily in expansion projects, including a $535 million investment in the Florida Gas Transmission Phase IX Project and $110 million in the South Florida Project. • The company plans to invest between $5 billion and $5.5 billion in growth capital projects this year, supporting future commercial service initiatives. • Energy Transfer anticipates a 9% to 12% growth in adjusted EBITDA this year, a significant increase from the previous year's 3% growth. • The company aims to increase its high-yielding distribution by 3% to 5% annually, supported by its extensive backlog of projects. • Energy Transfer has suspended further development of its Lake Charles LNG export project to focus on gas pipeline infrastructure with better risk/return profiles.

Published Feb 19, 2026 • Added 2h ago • 1 Source

equity-marketsearnings-reportsanalyst-ratings

Bear Market Sell-Off: Is PayPal Stock a Buy After Its 20% Plunge? | The Motley Fool

• PayPal's stock dropped 20% following its fourth-quarter 2025 financial results, marking a 30% decline for the year and trading 87% below its peak. • The company announced a surprise leadership change, appointing Enrique Lores as CEO, while current CEO Alex Chriss will step down after 2.5 years. • PayPal's 2026 earnings forecast predicts a low-single digit decline to slightly positive, falling short of analysts' expectations for an 8% gain. • Despite the downturn, PayPal reported $5.6 billion in free cash flow for 2025 and plans to repurchase $6 billion in shares this year. • The competitive landscape in the payments industry poses challenges for PayPal, raising concerns about its future growth and market sentiment.

Published Feb 19, 2026 • Added 2h ago • 1 Source

equity-marketsearnings-reports

Is Fiserv an Underrated Financial Stock Investment Play? | The Motley Fool

• Fiserv's stock has declined over 70% in the past year, making it one of the worst-performing fintech stocks. • The company reported a 1% year-over-year revenue increase in Q4, with a full-year growth of 4%. • Projections indicate modest revenue growth of 1%-3% for 2026, with expected earnings per share ranging from $8 to $8.30. • Both of Fiserv's business segments, "processing and services" and "product," showed little growth in Q4 and are not expected to improve significantly in 2026. • The company's costs have been rising, with a 5.4% increase in expenses throughout 2025 and an 11.4% jump in Q4 costs compared to the previous year. • Despite a low P/E ratio of 9 suggesting limited downside, analysts recommend considering other long-term investment options over Fiserv.

Published Feb 19, 2026 • Added 2h ago • 1 Source

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The Two Best Stocks to Invest $1,000 in Right Now | The Motley Fool

• Robinhood has over 27 million funded customers, with a 7% year-over-year increase and a 16% rise in average revenue per user. • The company's revenue grew by 27% year over year, although crypto revenue fell by 38%, showing potential for recovery as Bitcoin rebounds. • Nu Holdings is the largest online bank in Latin America, serving over 60% of Brazil's adult population and expanding into Mexico and Colombia. • The bank reported a 39% year-over-year revenue growth in Q3 2025, adding 4 million new customers for a total of over 127 million. • Nu Holdings achieved a 41% increase in net income from 2024, with a net profit margin of 41%, indicating strong financial health.

Published Feb 19, 2026 • Added 2h ago • 1 Source

real-estate-alternativesresidential-housing

2025 housing starts fell 7%, but builders glimpse clues of an uptick

• Single-family housing starts fell 7.3% year-over-year in 2025, with significant declines in the South and West regions. • New single-family permit authorizations dropped by 10.9%, with the South experiencing the largest decline at 15.4%. • Multifamily starts increased by approximately 18% in 2025, though some industry experts question the accuracy of this data. • The NAHB forecasts a 1% gain in overall housing starts for 2026, with a potential 5% increase in single-family starts by 2027 due to lower mortgage rates. • Builder confidence remains negative, but recent surveys indicate a slight uptick in demand and traffic among homebuilders since mid-December.

Published Feb 19, 2026 • Added 2h ago • 1 Source

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2 No-Brainer Dividend Stocks to Buy Right Now | The Motley Fool

• Realty Income offers a 4.9% dividend yield and is considered a low-risk investment due to its large portfolio of over 15,500 properties. • General Mills provides a higher yield of approximately 5%, but faces challenges with declining sales and is expected to have weak financial results in the near term. • Realty Income has a history of increasing its monthly dividend for three decades, making it a reliable choice for dividend-focused investors. • General Mills has paid dividends for 127 years and maintains a reasonable payout ratio of around 55%, appealing to more aggressive investors. • Both stocks offer significantly higher yields compared to the average 1.1% dividend yield of S&P 500 stocks.

Published Feb 19, 2026 • Added 2h ago • 1 Source

equity-marketsearnings-reportssector-rotation

Could Intuitive Surgical Be the One Medtech Stock to Hold Through Any Market Crash? | The Motley Fool

• Intuitive Surgical has experienced significant growth, with its stock climbing 100% over the past three years amid a strong S&P 500 performance. • The company leads the robotic surgery market, benefiting from a competitive advantage as most surgeons train on its Da Vinci surgical robot. • Intuitive Surgical generates revenue through the sale and leasing of robotic platforms, as well as from disposable instruments and service contracts. • The latest Da Vinci 5 release features over 100 design innovations aimed at improving surgical workflows and data analysis capabilities. • Demand for Da Vinci-guided surgeries remains steady regardless of economic conditions, suggesting potential resilience during market downturns.

Published Feb 19, 2026 • Added 2h ago • 1 Source

equity-marketsearnings-reportsmergers-acquisitions

Billionaire Stanley Druckenmiller Sells Meta Platforms Stock and Buys an AI Stock Up 210,000% Since Its IPO | The Motley Fool

• Stanley Druckenmiller sold his stake in Meta Platforms and purchased shares of Amazon during the fourth quarter, reflecting a strategic shift in his investment focus. • Meta Platforms reported a 24% revenue increase to $59.9 billion in the fourth quarter, but net income growth was slower at 11% due to heavy AI spending. • Amazon, which operates the largest e-commerce marketplace and cloud services, is investing significantly in AI, with AWS sales accelerating to the fastest pace in 13 quarters. • Wall Street projects Amazon's earnings to grow at 17% annually over the next three years, making its current valuation of 29 times earnings appear attractive. • Druckenmiller's trades occurred about 45 days ago, prompting investors to reassess both companies based on recent developments before making similar decisions.

Published Feb 19, 2026 • Added 2h ago • 1 Source