Dear American,
The Epstein files confirmed what most of us already suspected. There's one set of rules for the powerful — and a completely different set for everyone else.
Names were redacted. "Privacy concerns," they said. Meanwhile, your financial privacy? Nonexistent. Your bank reports everything you do to the IRS. Your retirement account is tied to a market they can manipulate at will.
Different rules.
Here's the uncomfortable truth: the same people who protected Epstein's associates are the ones managing the economy. And they're not looking out for you.
The U.S. dollar has lost over 96% of its value since 1913. National debt is at an all-time high. Inflation is eating your savings alive. And every time you ask questions, they tell you to "trust the system."
But the elites? They don't trust the system. That's why they've been moving their wealth into something entirely different for decades — something that's outside the government's reach.
Something that's been around for thousands of years. Something that's survived every currency collapse, every recession, and every scandal Washington has ever buried.
And here's the part they don't want you to know: you can do the exact same thing. You don't need to be a billionaire. You just need to know what they know.
If you're still keeping 100% of your retirement tied to the dollar, you're playing by their rules. And their rules are designed to benefit them — not you.
American Alternative Assets has helped thousands of Americans discover what the wealthy have been doing quietly for years. No obligation. No pressure. Just the truth.
The elites have been protecting their wealth this way for decades. Want to know how?
Stop playing by their rules. Learn what they've been hiding.
Discover What the Wealthy Know →
Cadence Spikes Post-Earnings With Strong Interest in AI Products
Author: Leo Miller. Article Posted: 2/20/2026.
Key Points
- Shares of Cadence Design Systems just got a jolt after the firm's latest earnings.
- The firm posted beats on sales, adjusted EPS, and guidance with strong revenue visibility going into 2026.
- Cadence also provided encouraging statements around customers utilizing its AI chip design tools.
- Special Report: [Sponsorship-Ad-2-Format3]
Electronic design automation (EDA) company Cadence Design Systems (NASDAQ: CDNS) plays a central role in the semiconductor industry. Access to advanced EDA software is essential for companies designing chips, and Cadence controls a very large portion of that market. Analysts estimate that Cadence and Synopsys (NASDAQ: SNPS) each hold roughly 30% market share in the space.
Despite that dominant position, Cadence's stock has delivered only modest returns recently. Over the past 52 weeks, the stock has returned roughly 5%–10%.
Have $500? Invest in Elon's AI Masterplan (Ad)
What if you could claim a stake in what's set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk's SpaceX IPO.
A broader sell-off in software stocks has weighed on Cadence shares, even though the company views AI optimization as a business strength with the potential to deliver large gains to customers.
Shares jumped nearly 8% after the company's latest earnings release. Below, we break down the report and assess the outlook for CDNS shares going forward.
CDNS Puts Up Solid Q4 Metrics and 2026 Guidance
In Q4 2025, Cadence's revenue came in at $1.44 billion, up about 6% year over year and slightly above analyst expectations of $1.42 billion.
Adjusted earnings per share (EPS) rose roughly 6% to $1.99, modestly topping estimates of $1.91. Cadence also reported an impressive 310 basis-point increase in adjusted operating margin for 2025 and a 42% jump in free cash flow.
For fiscal 2026, Cadence guided to midpoint full-year revenue of $5.95 billion and adjusted EPS of $8.10.
Those midpoint figures are in line with—or a touch ahead of—consensus, implying growth near 13% for both revenue and EPS.
That represents a slight deceleration from Cadence's 2025 full-year revenue growth of 14% and a more noticeable slowdown from 2025's adjusted EPS growth of 20%.
Overall, Cadence expects to maintain solid top-line growth while continuing to expand margins in 2026. The company also projects free cash flow of approximately $1.79 billion, about 13% growth year over year.
Revenue Backlog and AI Productivity Gains Are Promising
Cadence enters 2026 with strong revenue visibility: backlog reached a record $7.8 billion. The firm says roughly two-thirds of its 2026 revenue (about $4 billion) will come from that starting backlog, and that nearly half of the backlog extends beyond 2026, providing multi-year visibility.
While some worry AI could disrupt software companies' growth, Cadence sees AI as an enabler and is offering several AI tools to customers—demand, the company says, has been robust.
Cadence reports demand for its AI offerings from "almost every customer," with clients "engaging rapidly" to deploy the technology—unsurprising given the potential value these products can create.
Its ChipStack AI Super Agent is billed as the world's first agentic AI solution for automating chip design and verification; Cadence says it can boost productivity on certain tasks by up to 10x. Its AI-driven Cerebrus product helps engineers more intelligently optimize and explore chip designs.
When creating new chip designs, engineers run experiments to balance power, performance and area (PPA). Traditionally an engineer might run only three to five experiments at once; agentic-AI workflows can expand that to 10–100 simultaneous experiments.
Cadence estimates that AI-driven optimization can improve PPA by roughly 7%–12%. The company describes that improvement as "half or almost the same gain" achieved from a node migration—the move to a more advanced manufacturing process—which can be costly and take two to three years. If customers can realize meaningful PPA gains through Cadence's AI tools, that strengthens the firm's value proposition, though results will vary case by case.
CDNS: Top-Tier Semiconductor Stock With Analyst Support
The consensus price target for Cadence sits near $377, implying roughly 27% upside from current levels. Price targets updated after the earnings report average about $368, which still implies around 24% upside.
Cadence isn't cheap—trading at a forward price-to-earnings (P/E) ratio of about 36x—but it maintains a dominant position in its industry. There are sensible reasons to expect AI to benefit the firm more than harm it. Overall, Cadence remains a compelling long-term play on advances in semiconductor technology.
Why Robinhood's Nearly 50% Slide Is a Buy-the-Dip Opportunity
Author: Leo Miller. Article Posted: 2/12/2026.
Key Points
- Robinhood’s Q4 earnings miss on crypto revenue accelerated a sharp post-earnings selloff.
- The stock is now down nearly 50% from its high as investors sold after the company's latest earnings.
- Despite transaction-driven volatility, Robinhood continues to see strong deposit growth, supporting its outlook.
- Special Report: [Sponsorship-Ad-2-Format3]
After putting up explosive gains in 2025, investors have punished financial services stock Robinhood Markets (NASDAQ: HOOD) in 2026.
The shares have been under pressure as cryptocurrencies like Bitcoin (BTC) plunged this year. Robinhood's latest earnings report, released on Feb. 10, accelerated that downward trend; shares fell roughly 9% the following day as markets digested the results.
Have $500? Invest in Elon's AI Masterplan (Ad)
What if you could claim a stake in what's set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk's SpaceX IPO.
HOOD has now dropped nearly 50% from its all-time-high closing price in October 2025. Given that sell-off, could this be a meaningful buy-the-dip opportunity? Let's review the fintech firm's most recent financials to find out.
Crypto Miss Weighs on Robinhood's Q4 Earnings
In Q4 2025, Robinhood reported revenue of $1.28 billion, up 27% year over year (YOY), but short of analyst expectations near $1.32 billion. The largest shortfall came from crypto transaction revenue, which totaled $221 million—down 38% YOY and below estimates of roughly $248 million.
Despite the revenue miss, Robinhood beat EPS estimates. GAAP EPS fell 35% YOY to $0.66 but exceeded consensus of $0.63. Part of the apparent YOY decline reflects a one-time 47-cent tax benefit that inflated Q4 2024 results.
For the full year, revenue rose 52% in 2025. Adjusted operating expenses plus share-based compensation (SBC) increased about 22%. SBC totaled $305 million, essentially flat versus 2024—a positive sign that the company isn't masking profitability with rising stock-based pay.
Those dynamics helped full-year adjusted EBITDA margin expand to 56.4%, an improvement of roughly 800 basis points versus 2024.
Robinhood does not provide revenue guidance. For its outlook, at the midpoint the company expects adjusted operating expenses and SBC to rise about 18%. More than half of that spending is earmarked for new and scaling businesses, which is less concerning than if it were all fixed costs. On the earnings call, new CFO Shiv Verma said he expects revenue growth to outpace expense growth.
Valuation Sensitivity, but Deposits Offer Support
Robinhood benefits from several favorable trends, but it is more sensitive to market volatility—especially in equities and crypto—than many peers.
In 2025, transactions across options, equities and crypto made up 52% of total revenue (versus 53% in 2024). Crypto alone represented 20% of revenue, down from 21% the prior year. Because transaction revenue is correlated with asset prices, Robinhood's top line can fall when equity and crypto valuations decline. Over the long term, however, equities and many crypto assets have tended to rise, which can be a meaningful tailwind.
Separately, options trading revenue has increased for nine consecutive quarters, in part because options can generate activity in both rising and falling markets.
Net deposits grew 35% in 2025, indicating asset growth driven by new customer funds as well as valuation gains. Prediction markets are another potential growth area: trading volumes doubled in Q4, and the company has called prediction markets a leading growth priority.
Analysts See Large Upside Despite the Drop
Wall Street reaction to the report was mixed. MarketBeat tracked several analysts who trimmed price targets by 10% or more, including two that cut targets by 20%+; yet the MarketBeat consensus price target for Robinhood remains near $127, implying roughly 64% upside over the next 12 months. The average of targets issued or updated after the report sits near $134, implying about 72% potential upside.
There could be a meaningful long-term opportunity after HOOD's steep decline, but risks remain. Continued weakness in crypto and equity markets would weigh on transaction revenues. In addition, a lower effective federal funds rate—if the Federal Reserve resumes cutting rates—could compress Robinhood's net interest revenue.
Going forward, the company's ability to sustain strong deposit growth and diversify revenue will be key. Robinhood is targeting over 20% net deposit growth in 2026, a metric worth watching as investors assess whether the pullback represents a buying opportunity.
This email content is a sponsored message for American Alternative, a third-party advertiser of MarketBeat. Why did I get this message?.
If you need help with your newsletter, don't hesitate to email our South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 North Reid Place #620, Sioux Falls, S.D. 57103-7078. U.S.A..
No comments:
Post a Comment