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  • Pakistan launched air and ground strikes on Taliban positions across multiple sectors along the Afghanistan border.
  • The Taliban reported attacks in Kabul, Kandahar and Paktia.
  • Both sides reported substantial casualties and damage, and figures cannot be independently verified.
  • Clashes are the most serious escalation in months.
  • Escalation jeopardizes a fragile ceasefire along the 2,600-km frontier.
  • Available data show Pakistan holds a large military advantage in personnel, aircraft, helicopters, armored vehicles, artillery and nuclear weapons.
  • Taliban forces are smaller, face declining capability with seized foreign equipment and lack international recognition to modernize.

Latest Articles

Rubio Urges Transatlantic Unity While Reiterating Critiques of European Policy

Rubio Urges Transatlantic Unity While Reiterating Critiques of European Policy

U.S. Secretary of State Marco Rubio delivered a conciliatory message to European leaders at the Munich Security Conference, asserting that Washington does not seek to abandon the transatlantic alliance while also repeating criticism of European policy choices on issues such as mass migration and climate change. His speech was largely welcomed for i…

GFL: Debt Paydown and Buybacks Create a Tactical Long Opportunity

GFL: Debt Paydown and Buybacks Create a Tactical Long Opportunity

GFL Environmental's sale of a majority stake in its Environmental Services arm and subsequent capital allocation plan (debt repayment plus buybacks) materially improves the balance sheet. At $43.32, shares trade at a modest P/E (~6.2) versus an enterprise value of $20.3B and an EV/EBITDA of ~27. The combination of durable waste cash flows, lower in…

Jefferies Says U.S.-Japan Economic Pact Is Underpriced by Institutions

Jefferies Says U.S.-Japan Economic Pact Is Underpriced by Institutions

Jefferies analysts argue that a new $550 billion U.S.-Japan investment arrangement presents material commercial and strategic opportunities that institutional investors have not yet fully priced. The deal reduces reciprocal tariffs, prioritises energy, AI infrastructure and critical minerals processing, and carries firm timelines and profit-allocat…

Walmart: Defensive Compounder Poised for Omnichannel Margin Re-rating

Walmart: Defensive Compounder Poised for Omnichannel Margin Re-rating

Walmart is a low-risk core holding with clear optionality: steady cash flow, a $1.1T market cap and a high-return retail engine that can expand margins through omnichannel efficiency and Sam's Club membership growth. Valuation is full today, but the risk/reward becomes attractive on measured entry. This trade targets margin re-rating catalysts over…

Qfin (QFIN): A High-Yield, Deep-Value Swing — Upgrade to Buy

Qfin (QFIN): A High-Yield, Deep-Value Swing — Upgrade to Buy

Qfin trades at roughly 0.60x book and a sub-3x P/E while yielding more than 9%. That combination argues for a tactical long with a mid-term horizon: entry at $15.71, stop at $13.50 and a target of $22.00 over the next ~45 trading days. The trade rests on stable cash generation, an attractive dividend, and a technical setup that suggests a base is f…

Shrinking the Fed's Balance Sheet: What It Would Mean for Markets and Liquidity

Shrinking the Fed's Balance Sheet: What It Would Mean for Markets and Liquidity

Kevin Warsh has long criticized the Federal Reserve's large bond holdings and favors a smaller balance sheet. Analysts at BofA and Morgan Stanley caution that any meaningful reduction would be technically difficult, slow, and could produce funding and market volatility unless accompanied by changes to bank liquidity liabilities or regulations. The …

Skip Uber, Take a Short Ride in Lyft: A Contrarian, Time-Limited Buy

Skip Uber, Take a Short Ride in Lyft: A Contrarian, Time-Limited Buy

Lyft's post-earnings sell-off has left the stock technically oversold and fundamentally cheap: free cash flow of $1.116B and EV around $5.07B imply a low multiple that could snap back quickly. This is not a long-term endorsement of rideshare competition dynamics - it's a tactical, short-term trade to capture a mean-reversion bounce to near-term mov…

Germany’s Fiscal Boost Shows Early Impact, but Bank of America Sees Limited Upside for European Stocks

Germany’s Fiscal Boost Shows Early Impact, but Bank of America Sees Limited Upside for European Stocks

Bank of America says Germany’s delayed fiscal stimulus is beginning to show up in activity data and has prompted modest upward revisions to growth forecasts for 2026. However, the bank warns that much of the equity market’s recent gains may already price in a stronger recovery than fundamentals support, leaving European stocks vulnerable to a pullb…

Doha Meeting Signals Three Directions for AI Development

Doha Meeting Signals Three Directions for AI Development

More than 30,000 attendees at Web Summit in Doha converged on three recurring themes for artificial intelligence: its capacity to amplify small teams and startups, a pivot toward specialized, domain-specific AI solutions rather than commoditized large language models, and an emphasis on regional compute resilience and energy-backed data center stra…

Dorchester Minerals Operating LP Adds 20,000 Units Under 10b5-1 Plan; Board Chairman to Retire End of 2025

Dorchester Minerals Operating LP Adds 20,000 Units Under 10b5-1 Plan; Board Chairman to Retire End of 2025

Dorchester Minerals Operating LP, an entity under common control of Dorchester Minerals, L.P. (NASDAQ: DMLP), acquired 20,000 common units across three transactions between February 11 and February 13, 2026, under a pre-arranged 10b5-1 plan. The purchases totaled $504,750 at prices ranging from $25.08 to $25.29 per unit. Separately, the partnership…

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tradevae_article

Investor AB, a roughly 10% holder of NASDAQ, Inc., purchased 200,000 shares of NASDAQ common stock on February 13, 2026, paying a weighted average price of $79.1752 for a total of $15.8 million. The transaction was disclosed in a Form 4 filing; the shares were bought at prices between $79.10 and $79.52. Nasdaq's trading price of $79.47 sits about 2…

Commerce Bancshares Executive Vice President Sells $410,785 in Stock; Company Posts Quarter of Record Revenue

Commerce Bancshares Executive Vice President Sells $410,785 in Stock; Company Posts Quarter of Record Revenue

Commerce Bancshares Executive Vice President Kevin G. Barth sold 7,457 shares on February 11, 2026, generating $410785 from the transaction. The sale leaves Barth with a mix of direct and indirect holdings. The bank reported fourth-quarter earnings of $1.01 per share, slightly above the $1.00 analyst expectation, recorded its highest quarterly reve…