Wednesday, August 26, 2026

Earnings & Market Volatility

1 article

Star Equity Posts $48M Revenue After Hudson Merger as Building Division Drives 89% Gross Profit Gain

Star Equity Holdings reported $48 million Q3 revenue following its August merger with Hudson Global, with pro forma adjusted EBITDA reaching $3.1 million versus $600,000 year-over-year. Building Solutions delivered $5.3 million gross profit on $21.4 million revenue, up 89% from Q3 2024, while Hudson Talent Solutions maintained flat $18.6 million gross margins despite market headwinds.

ViaNews Editorial Team (Markets)•Feb 22, 2026

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What we're seeing

AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom

High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.

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Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

Patterns we're watching ›

Where sources disagree

Broadcom Inc.

Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.

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