Market Overview - The Dow, S&P 500, and Nasdaq experienced gains in Tuesday afternoon trading after fluctuating earlier in the session [1] - Enterprise software companies faced declines due to concerns about artificial intelligence negatively impacting their businesses, with Salesforce dropping over 3%, CrowdStrike down 4.5%, and Palo Alto Networks falling more than 2% [1] Company Highlights - Apple shares rose more than 3.5%, driven by anticipation of a new budget iPhone showcase next month, positioning Apple as a significant beneficiary of AI disruption [1] - BlackRock received attention from ValueAct, which invested in the company, citing its Aladdin platform as a key asset for automating investment decisions and enhancing its reputation beyond just being an ETF operator [1] - BlackRock's technology segment, which includes Aladdin and Preqin revenues, generated nearly $2 billion in 2025, accounting for about 8% of total revenues [1] Earnings Reports and Future Outlook - Palo Alto Networks is set to report earnings, with expectations for the CEO to address AI-related market share concerns and discuss the acquisition of agentic endpoint startup Rio [1] - Dover's CEO indicated an acceleration in orders heading into 2026, particularly in the Fueling Solutions business, while expressing caution about the vehicle aftermarket business due to its exposure to the struggling European market [1] - Upcoming economic data includes housing starts and industrial production, along with minutes from the latest Federal Reserve meeting [1]

Nebius logo over a glowing data-center aisle, symbolizing AI infrastructure as BlackRock accumulates shares. Key Points The world's largest asset manager has moved from a passive observer to a top stakeholder by executing an accumulation strategy in the Nebius Group. Major technology clients are funding the aggressive infrastructure expansion through prepayments to secure future computing capacity for artificial intelligence. The strategic acquisition of a specialized search platform allows Nebius to e ...

🇦🇪 UPDATE: Abu Dhabi funds Mubadala and Al Warda held over $1 billion worth of BlackRock’s Bitcoin ETF shares at the end of last year. https://t.co/Teczk4hFad ...

Core Viewpoint - A class action lawsuit has been filed against BlackRock TCP Capital Corp. for allegedly making materially false and misleading statements regarding its business operations and financial health during the specified Class Period from November 6, 2024, to January 23, 2026 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that BlackRock TCP's investments were not being valued appropriately, leading to understated unrealized losses and overstated net asset value (NAV) [5]. - Defendants allegedly failed to disclose critical information about the company's portfolio restructuring efforts and their ineffectiveness in resolving credit challenges [5]. - The misleading statements made by the defendants resulted in damages to investors when the true financial condition of BlackRock TCP became known [5]. Group 2: Participation Information - Investors who purchased BlackRock TCP securities during the Class Period may be eligible for compensation without incurring out-of-pocket fees through a contingency fee arrangement [2]. - Interested parties can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. - A lead plaintiff must be appointed by April 6, 2026, to represent the interests of the class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm, which is leading the class action, has a strong track record in securities class actions, having achieved significant settlements for investors, including over $438 million in 2019 alone [4]. - The firm has been recognized for its success in securities class action settlements and has consistently ranked among the top firms in this area since 2013 [4].

Larry Fink has a blunt message for Americans: you haven’t saved enough to retire comfortably, the billionaire BlackRock CEO wrote in his 2025 annual shareholders letter. BlackRock, the world’s largest asset management firm with $14 trillion in assets under management, surveyed 1,000 registered voters, asking how much they’d need to retire comfortably, and the average response was roughly $2.1 million. “That’s a lot. More than I was expecting,” Fink wrote. And “almost no one is close,” considering 62% o ...

Inside Consensus Hong Kong 2026 This series covers the key debates and trends that emerged from Consensus Hong Kong 2026, drawing on main stage sessions, side events, and on-the-ground interviews during the second week of February. The RWA War: Stablecoins, Speed, and Control Crypto’s AI Pivot: Hype, Infrastructure, and a Two-Year Countdown Crypto’s TradFi Moment: Institutions Are In, but on Their Terms The numbers keep getting cited at crypto conferences, but at Consensus Hong Kong 2026, they ca ...

Core Insights - BlackRock has increased its stake in Bitmine Immersion Technologies by 166% in Q4, now valued at approximately $246 million, indicating a strong commitment to crypto infrastructure linked to the Ethereum ecosystem [1][3] - Despite a shaky market and warnings of Ethereum potentially dropping to $1,400, BlackRock's actions suggest a strategic positioning rather than panic, as they focus on long-term utility rather than short-term price fluctuations [2][4] - Institutional investors like BlackRock often buy when retail investors are fearful, indicating a potential divergence in market sentiment and strategy [3][5] Institutional Positioning - BlackRock's stake in Bitmine has grown to over 9 million shares by the end of 2025, alongside ARK Invest, which has increased its ownership to nearly 9.5 million shares, highlighting a trend of institutional accumulation despite market volatility [5][6] - The contrasting dynamics of weak price charts and steady institutional accumulation suggest that large asset managers are betting on the long-term development of crypto infrastructure [6]

Group 1 - The average amount Americans believe they need for a comfortable retirement is over $2 million, specifically $2,089,000, which is significantly higher than traditional benchmarks [2] - A concerning statistic reveals that 62% of Gen-Xers have saved less than $150,000 for retirement, indicating a widespread shortfall in retirement savings [2] - The performance gap between pension funds and 401(k) plans is attributed to the inclusion of private assets in pensions, which typically outperform 401(k)s by about 0.5% annually, leading to a substantial difference over time [3] Group 2 - The lack of familiarity with private assets among plan providers is a barrier to their inclusion in 401(k) plans, which limits the potential for higher returns [4] - The practical inclusion of private assets like real estate and infrastructure in 401(k) plans has only become feasible in the last five to ten years, highlighting a recent shift in investment strategies [4]

Core Viewpoint - The article emphasizes the importance of dividend growth investing, highlighting that the starting yield is not the sole focus for investors, particularly for younger individuals who have time to benefit from compounding [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [2]. - The blog "Kody's Dividends" documents the author's journey towards financial independence through dividend growth investing [2]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [2]. Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]. - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [3].

Core Viewpoint - The article emphasizes the importance of dividend growth investing, highlighting that the starting yield is not the sole focus for investors, particularly for younger individuals who have time to benefit from compounding [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [2]. - The author runs a blog called Kody's Dividends, which documents the journey towards financial independence through dividend growth investing [2]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [2]. Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]. - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [3].