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Homebuilders developing ‘Trump homes’ plan to improve affordability: report

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Homebuilders developing 'Trump homes' plan to improve affordability: report

Homebuilders are reportedly developing a plan to address prospective buyers’ concerns about affordability with what they’re calling “Trump homes” that would cater to first-time homebuyers.

Bloomberg, citing sources familiar with the matter, reported that homebuilders, including Lennar Corp., are developing a proposal that would have builders sell homes as part of a program backed by private investors who would help finance the program.

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The outlet reported that one version of the proposal would see investors rent the homes to tenants. And, after three years, the tenants’ monthly rental payments would count toward a down payment if they wanted to buy the home, though a person involved told Bloomberg the plan would be complicated to implement.

It’s unclear what the scope of the program would be, although Bloomberg’s report indicated that builders have considered building up to 1 million homes, which would amount to over $250 billion in housing.

JUST 17% OF VOTERS THINK NOW IS A GOOD TIME TO BUY A HOME AS AFFORDABILITY CONCERNS WEIGH: POLL

Workers at a home construction site

Builders’ “Trump homes” plan would reportedly emphasize building entry-level housing for new buyers, including a rent-to-own option. (Frederic J. Brown/AFP via Getty Images)

Homebuilders first discussed the proposal with the Trump administration last year, though many details haven’t been finalized, according to Bloomberg’s report. The outlet reported that one of its sources indicated that private investors wouldn’t bear initial losses, although many details are still in flux.

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Lennar declined to comment on the reports of the company’s planning.

THESE STATES ARE CONSIDERING ELIMINATING PROPERTY TAXES FOR HOMEOWNERS

A home is seen in California with a an "open house" sign in front of it.

Americans still see homeownership as a key part of the American dream despite headwinds to affordability. (Eric Thayer/Bloomberg/Getty Images)

Federal Housing Finance Agency Director Bill Pulte said in an appearance on FOX Business Network’s “Making Money with Charles Payne” that the administration isn’t considering the plan as it reviews a variety of proposals to improve the affordability of housing.

“The homebuilders are presenting a lot of different ideas,” Pulte said. “I know that one of them or two of them had floated this ‘Trump homes’ idea. It’s not something that we’re actively looking at, but, look, we appreciate all ideas. All ideas are welcome.”

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EFFORT TO REIN IN WALL STREET LANDLORDS COULD PUSH US HOME PRICES UP, INVESTORS SAY

William Pulte television interview from White House

FHFA Director William Pulte said the administration isn’t actively considering the “Trump homes” proposal. (Stefani Reynolds/Bloomberg via Getty Images)

The proposals come amid a challenging housing market for Americans, as high home prices along with elevated interest rates make it difficult for first-time buyers to purchase their first home and also constrain supply. And existing homeowners are reluctant to sell and take on a new mortgage with higher interest rates.

A poll conducted for the National Association of Realtors by Public Opinion Strategies and Hart Research found that just 17% of voters think now is a good time to buy a home, down from 69% in 2013.

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Despite the headwinds affecting housing affordability, homeownership remains a key part of what voters view as the American dream, with 85% calling it an essential part of the American dream, an increase from 79% in 2013 with strong support across political groups.

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Merck Quashes Fourth-Quarter Calls, But 2026 Guidance Rattles Shares

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Merck Quashes Fourth-Quarter Calls, But 2026 Guidance Rattles Shares

Merck (MRK) quashed fourth-quarter expectations Tuesday morning on the back of a solid Keytruda beat, but the Dow Jones health giant issued lackluster expectations for 2026 as its Gardasil challenges continue. For the year, Merck said it expects to earn an adjusted $5 to $5.15 per share, completely missing the Street’s call for $5.27. The company said the guidance includes…

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Novo Nordisk A/S (NOVO:CA) Q4 2025 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Novo Nordisk A/S (NOVO:CA) Q4 2025 Earnings Call February 4, 2026 7:00 AM EST

Company Participants

Michael Novod
Maziar Doustdar – President, CEO & Member of the Management Board
Ludovic Helfgott – Executive VP of Product & Portfolio Strategy and Member of Management Board
David Moore – Executive VP of US Operations & Member of Management Board
Martin Lange – EVP of R&D, Chief Scientific Officer and Member of the Management Board
Karsten Knudsen – Executive VP, CFO & Member of the Management Board

Conference Call Participants

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James Quigley – Goldman Sachs Group, Inc., Research Division
Sachin Jain – BofA Securities, Research Division
Richard Vosser – JPMorgan Chase & Co, Research Division
Peter Verdult – BNP Paribas, Research Division
Michael Nedelcovych – TD Cowen, Research Division
Harry Sephton – UBS Investment Bank, Research Division
Thibault Boutherin – Morgan Stanley, Research Division
Carsten Madsen – Danske Bank A/S, Research Division
Simon Baker – Rothschild & Co Redburn, Research Division

Presentation

Operator

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Good day, and thank you for standing by. Welcome to the Q4 2025 Novo Nordisk Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.

I would now like to hand the conference over to your first speaker today, Michael Novod, Head of Investor Relations. Please go ahead.

Michael Novod

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Thank you very much, and welcome to this Novo Nordisk Earnings Call for the Full Year of 2025. My name is Michael Novod. I’m the Head of Investor Relations at Novo Nordisk. With me today, I have CEO of Novo Nordisk, Mike Doustdar; EVP, Product and Portfolio Strategy, Ludovic Helfgott; EVP, U.S. Operations, Dave Moore; EVP, Research and Development and Chief Scientific Officer, Martin Holst Lange; and Chief Financial Officer, Karsten Munk Knudsen. All speakers will be available for the Q&A session.

Today’s call is being webcasted live, and a recording will be made available on our

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A10 Networks, Inc. 2025 Q4 – Results – Earnings Call Presentation (NYSE:ATEN) 2026-02-05

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Q4: 2026-02-04 Earnings Summary

EPS of $0.26 beats by $0.02

 | Revenue of $80.36M (8.29% Y/Y) beats by $2.27M

This article was written by

Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

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Miners drag Aussie shares lower as gold price whipsaws

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Miners drag Aussie shares lower as gold price whipsaws

Australia’s share market has traded lower, with miners and energy stocks tumbling as commodity price volatility continues.

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The Ultimate All-in-One SEO & AI Visibility Powerhouse Reviewed

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10 Must-Know Facts About Semrush in 2026

In 2026, digital marketing has shifted dramatically with AI search engines like Google AI Mode, ChatGPT, Gemini, and Perplexity reshaping how users discover content. Traditional SEO alone isn’t enough—brands must win visibility across “Search Everywhere,” including AI platforms. Enter Semrush, the leading platform that evolved into Semrush One to tackle this new era head-on. With massive databases (27.8 billion keywords, 43 trillion backlinks), AI-powered tools, and unified visibility tracking, Semrush remains a top choice for agencies, in-house teams, and serious marketers.

This 2000-word review dives into 10 essential things you must know about Semrush in 2026, blending features, pricing, pros/cons, comparisons, and real-user insights from sources like G2 (4.6/5), Capterra, and recent updates.

1. Semrush One: The Big 2026 Pivot to AI + Traditional SEO

Semrush launched Semrush One in late 2025/early 2026 as its flagship offering, combining classic SEO tools with the new AI Visibility Toolkit. This unified platform tracks performance not just in Google but across LLMs (ChatGPT, Perplexity, Gemini, Copilot). Key additions include:

  • AI Visibility Overview — Scores your brand’s presence in AI responses (0-100 scale) vs. competitors.
  • AI-Cited Media Finder & Media Monitoring — Spots where your brand gets mentioned in AI outputs.
  • Prompt Research & Persona-Based Prompt Generation — Helps craft queries that trigger favorable AI responses.
  • Query Fan-Out Analysis — Reveals search signals behind AI answers.

This addresses 2026 realities: AI Overviews now appear in ~15-17% of searches (up from 6% in early 2025), and AI content dominates top results more than ever. Semrush positions itself as the first true “Search Everywhere Optimization” solution.

2. Massive Data Scale Gives It an Edge

Semrush boasts one of the largest databases:

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  • 27.8 billion keywords
  • 43 trillion backlinks
  • Daily rank tracking for millions of domains

This powers accurate keyword research, backlink gap analysis, and competitive intel. In 2026 tests, users praise its depth for enterprise needs, though accuracy varies by niche (strong for Google, limited non-Google data).

3. Core Features Still Dominate Traditional SEO

Beyond AI, Semrush retains powerhouse classics:

  • Keyword Research — Intent mapping, clustering, SERP features.
  • Site Audit — Technical SEO fixes, Core Web Vitals.
  • Position Tracking — Daily updates, AI Overview monitoring.
  • Backlink Analytics — Gap tool, toxic link detection.
  • Content Marketing — Topic Research, SEO Writing Assistant.
  • Competitive Analysis — Traffic & Market, EyeOn for brand monitoring.
  • PPC & Social — Ad research, social posting.

The all-in-one suite covers SEO, PPC, content, PR, and social—ideal for full-funnel teams.

4. 2026 Pricing: Semrush One vs. Classic Plans

Semrush updated pricing for Semrush One (includes AI tools):

  • Starter: ~$165-199/mo (billed annually) — Basic limits, good for beginners.
  • Pro+: ~$248-299/mo — Scaling brands, more projects/keywords.
  • Advanced: ~$455-549/mo — Enterprise features, unlimited-ish limits.

Classic SEO Toolkit remains cheaper (Pro ~$139.95/mo), but lacks full AI Visibility. Annual billing saves 15-20%. Add-ons (extra users, API) add costs. Free trial available; limited free version for basic checks.

5. Pros: Why Marketers Love Semrush in 2026

  • Comprehensive & AI-Forward — Best for adapting to AI search; tracks brand in LLMs.
  • User-Friendly — Intuitive dashboards, great reporting.
  • Versatile — Suits agencies, e-commerce, SaaS, local businesses.
  • High Ratings — 4.6/5 on G2/Capterra; praised for insights & support.
  • Regular Updates — Frequent releases (e.g., persona prompts, Copilot tracking in Jan 2026).

Users report strong ROI: better rankings, traffic growth, and AI citation wins.

6. Cons: Where Semrush Falls Short

  • Pricey — Mid/high tiers expensive for solopreneurs.
  • One User/Plan — Extra seats cost more; agencies pay up.
  • Google-Centric — Limited non-Google data vs. some rivals.
  • Learning Curve — Feature overload for beginners.
  • Data Accuracy — Occasionally over/underestimates vs. GSC.

7. Semrush vs. Ahrefs in 2026: Head-to-Head

Ahrefs excels in backlinks (cleaner index) and simplicity; Semrush wins for breadth (AI, PPC, content, social). In 2026:

  • Keyword research: Semrush edges with intent/clustering.
  • Backlinks: Ahrefs often more accurate.
  • AI/Search Everywhere: Semrush dominates.
  • Pricing: Ahrefs cheaper entry; Semrush better value mid-tier+.

Choose Semrush for full marketing; Ahrefs for pure link/SEO focus.

8. Latest 2026 Updates & Innovations

Semrush rolled out:

  • Enterprise AI Optimization: Persona prompts, forecasting, Copilot tracking.
  • ChatGPT App integration for direct data access.
  • Query Fan-Out & Content Audit enhancements.

These keep Semrush ahead in AI SEO trends (e.g., complex queries up, CTR drops).

9. Who Should Use Semrush in 2026?

  • Agencies & teams needing all-in-one.
  • Brands fighting AI visibility loss.
  • E-commerce/SaaS optimizing multi-channel.
  • Not ideal for budget solopreneurs (try free alternatives first).

10. Final Verdict: Still a Top Tool?

Semrush in 2026 is stronger than ever—adapting to AI while retaining SEO dominance. If you’re serious about visibility across search (Google + AI), it’s worth the investment. Start with a trial to test AI tools.

Semrush drives real results in a changing landscape. Pair it with quality content for maximum impact.

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Sampo to shift capital return mix toward share buybacks

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Sampo to shift capital return mix toward share buybacks

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EEOC investigating Nike over diversity discrimination allegations

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EEOC investigating Nike over diversity discrimination allegations

The federal agency that enforces U.S. workplace discrimination laws said Wednesday it is investigating Nike over allegations that its diversity initiatives unlawfully discriminated against White employees and job applicants, according to a court filing.

Reuters reported that the Equal Employment Opportunity Commission (EEOC) said Nike has refused to comply with a subpoena seeking information, including data on the racial and ethnic makeup of the global athletic apparel and footwear company based in Beaverton, Oregon.

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The subpoenas also seek a roster of employees selected for mentoring and development programs.

The commission said the investigation centers on claims that Nike deliberately treated White employees and job applicants unfairly, including allegations that they were disproportionately targeted for layoffs.

NIKE PLANS TO CUT HUNDREDS OF JOBS AMID AUTOMATION PUSH

Nike store.

The EEOC is investigating Nike over allegations its diversity initiatives unlawfully discriminated against White employees and job applicants amid layoffs. (istock)

The agency said it is seeking the records to determine whether Nike violated federal anti-discrimination law.

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Nike disputed the commission’s characterization of its cooperation, saying in a statement that it has participated extensively and in good faith in the agency’s inquiry.

“This feels like a surprising and unusual escalation,” a Nike spokesperson told FOX Business. “We have had extensive, good-faith participation in an EEOC inquiry into our personnel practices, programs, and decisions and have had ongoing efforts to provide information and engage constructively with the agency. We have shared thousands of pages of information and detailed written responses to the EEOC’s inquiry and are in the process of providing additional information.”

NIKE ANNOUNCES CAITLIN CLARK AS ITS NEWEST SIGNATURE ATHLETE

A woman walking with a shopping bag in front of a Nike store.

A woman passes in front of a Nike store in Portland, Oregon.  (Natalie Behring/Bloomberg via Getty Images)

The company said it is a “proud American company” focused on bringing inspiration and innovation to athletes around the world.

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“We are committed to fair and lawful employment practices and follow all applicable laws, including those that prohibit discrimination,” the spokesperson added. “We believe our programs and practices are consistent with those obligations and take these matters seriously. We will continue our attempt to cooperate with the EEOC and will respond to the petition.”

The development comes nearly a week after Nike said it plans to cut 775 jobs, primarily affecting distribution centers in Tennessee and Mississippi, as the company looks to automate more of its supply chain.

NIKE RETURNS TO SELL FOOTWEAR, APPAREL ON AMAZON FOR THE FIRST TIME SINCE 2019

Equal Employment Opportunity Commission (EEOC)

The EEOC is investigating whether Nike’s diversity programs unlawfully discriminated against White employees and job applicants. (Andrew Harrer/Bloomberg via Getty Images)

A Nike spokesperson previously told FOX Business the company is streamlining and consolidating its operations — particularly within its U.S. distribution network — to move faster, improve efficiency and invest in technology, automation and workforce skills.

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The distribution center layoffs follow similar moves by Nike over the past two years aimed at reorganizing operations and improving financial performance.

Nike said in August last year it planned to cut less than 1% of its corporate workforce as part of a turnaround effort under CEO Elliott Hill.

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In February 2024, the company announced it would cut 2% of its workforce, affecting more than 1,600 workers.

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FOX Business’ Eric Revell and Reuters contributed to this report.

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Gartner Stock Falls Sharply on Disappointing Guidance

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David Uberti hedcut

Gartner shares plummeted Tuesday after the company reported lower fourth-quarter earnings and provided 2026 guidance that came in below Wall Street expectations.

Shares fell more than 20%, poised for their lowest close since 2021 and their sharpest one-day fall since last August.

The research and advisory company early Tuesday said it expects total revenue of $6.46 billion in 2026, down from $6.5 billion in 2025 and below analyst forecasts of $6.71 billion.

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Polen 5Perspectives Small Growth Portfolio Performance & Attribution

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Polen 5Perspectives Small Growth Portfolio Performance & Attribution

Polen Capital is a global leader in quality growth and high yield investing. For over 30 years, Polen Capital has demonstrated an unwavering commitment to its clients, the community and each other. Polen Capital delivers distinctive growth and income solutions, building high conviction concentrated, competitively advantaged, active portfolios with the potential to compound and outperform over the long term. Note: This account is not managed or monitored by Polen Capital, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Polen Capital’s official channels.

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Delta flight 1676 turns back to San Antonio airport after engine issue

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Delta flight 1676 turns back to San Antonio airport after engine issue

Authorities told FOX Business Wednesday that a Delta Air Lines flight was forced to turn back Tuesday after an engine issue was detected shortly after takeoff in Texas.

Fire department officials confirmed that crews reported smoke coming from one of the aircraft’s engines.  

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Delta Air Lines said flight 1676 took off from San Antonio International Airport in the morning and was headed to Hartsfield-Jackson Atlanta International Airport in Georgia.

After crews reported the engine issue, the Airbus A320, carrying 136 passengers and six crew members, returned to the airport and landed safely.

RYANAIR CEO FIRES BACK AFTER MUSK FLOATS BUYING EUROPE’S LARGEST AIRLINE

delta on runway

A Delta Air Lines passenger jet taxis after landing at San Antonio International Airport in Texas.  (Robert Alexander / Getty Images)

According to FlightAware, the passenger jet was in the air for roughly 20 minutes before landing back at around 11:15 a.m. People reported.

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“As safety comes before all else, Delta flight 1676 returned to San Antonio after the crew received an indication of a potential engine issue after takeoff,” a Delta Air Lines spokesperson told FOX Business. 

DELTA CEO REVEALS WHEN WE COULD SEE AIR TAXIS IN THE SKY

Delta Air Lines Airbus A350-900 passenger aircraft

A Delta Air Lines Airbus A350-900 passenger aircraft flies after takeoff. (Getty Images)

The San Antonio Fire Department (SAFD) told FOX Business that it received a report of “smoke coming from an engine.”

While the department said it initially dispatched extra crews outside the airport as a precaution against a potential aircraft fire, on-site fire crews “assessed the plane with no reported negative findings.” The additional response teams were canceled before they ever arrived, SAFD added.

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The Federal Aviation Administration (FAA) confirmed that the plane safely returned to the airport, and the SAFD said that there were no injuries or other incidents. 

REAL ID DEADLINE IS HERE, HOW TO NAVIGATE IF YOU DON’T HAVE ONE

Ticker Security Last Change Change %
DAL DELTA AIR LINES INC. 70.84 +0.41 +0.58%

Delta Air Lines added that, as a safety precaution, the flight crew declared an emergency to ensure priority handling with Air Traffic Control.

Airport spokesperson Tonya Hope clarified that the incident, however, “was NOT an emergency landing.”

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“The flight landed at SAT safely and all passengers departed the plane,” she told the San Antonio Express-News. “The flight landed at SAT safely and all passengers departed the plane. The initial call went out for an engine fire as the plane was heading to San Antonio. 

“However, when SAFD checked the plane, there was not an indication of fire. All passengers landed and there’s been no impact to the operations at SAT.”

The Delta Air Lines logo on a plane

A Delta Air Lines passenger plane is seen in Washington D.C. in February 2023.  (Celal Gunes/Anadolu Agency via Getty Images / Getty Images)

Delta Air Lines maintenance teams are evaluating the aircraft, the airline said. The FAA added that it will investigate the incident.

Passengers were later accommodated on alternative Delta Air Lines flights to ensure they reached their final destinations promptly.

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“We apologize to our customers for the delay in their travels,” the airline said.

The San Antonio International Airport did not immediately respond to a request for comment from FOX Business. 

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