Vertigo3d/E+ via Getty Images Quantum computing stocks outperformed the broader technology sector on Thursday, advancing even as weakness across large-cap tech weighed on major indexes. Shares of IonQ ( IONQ ) surged more than 20% after the company released its latest quarterly results, with investors responding positively to updates surrounding bookings, commercial partnerships, and progress on s...
Vertigo3d/E+ via Getty Images Quantum computing stocks outperformed the broader technology sector on Thursday, advancing even as weakness across large-cap tech weighed on major indexes. Shares of IonQ ( IONQ ) surged more than 20% after the company released its latest quarterly results, with investors responding positively to updates surrounding bookings, commercial partnerships, and progress on system development. Meanwhile, D-Wave Quantum ( QBTS ) gained roughly 2% following its earnings report, which highlighted ongoing customer adoption and advancements in its annealing quantum computing platform. The gains stood in contrast to broader declines within the technology space, where semiconductor and mega-cap names faced renewed selling pressure. Thursday’s divergence underscores the market’s growing appetite for emerging technology themes, particularly those tied to next-generation computing. While quantum computing remains an early-stage industry characterized by elevated volatility and long commercialization timelines, investor interest appears resilient as companies demonstrate incremental operational progress and expanding enterprise engagement. Quantum Computing ETFs: ( QTUM ), ( WQTM ), and ( QNTM ). Tech ETFs: ( VGT ), ( XLK ), ( IYW ), ( FTEC ), ( IXN ), and ( RSPT ). More on markets Dividend strength meets energy sector surge: Top 10 performers to watch Value or Growth? These 15 stocks are offering both S&P 500’s 20-day range squeeze near highs hints at imminent shift Powell may remain at the helm as traders shift Warsh confirmation timeline to the summer Nasdaq drops nearly 2% as the tech selloff deepens post Nvidia's earnings
Snowflake CEO Sridhar Ramaswamy called the current AI-driven moment ‘magical.’ Snowflake projected product revenue for the current quarter of around $1.26 billion. Ramaswamy discusses the company’s results with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Snowflake CEO Sridhar Ramaswamy called the current AI-driven moment ‘magical.’ Snowflake projected product revenue for the current quarter of around $1.26 billion. Ramaswamy discusses the company’s results with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Morsa Images/DigitalVision via Getty Images Since I last covered CrowdStrike ( CRWD ) in August 2024, it has gained around 45%, but more recent concerns about the SaaS apocalypse have led it to drop to $350, as shown below. Data by YCharts At that time, its security update software had caused a worldwide computer outage, causing the stock to plunge. However, I was bullish because its Falcon produc...
Morsa Images/DigitalVision via Getty Images Since I last covered CrowdStrike ( CRWD ) in August 2024, it has gained around 45%, but more recent concerns about the SaaS apocalypse have led it to drop to $350, as shown below. Data by YCharts At that time, its security update software had caused a worldwide computer outage, causing the stock to plunge. However, I was bullish because its Falcon product was not to blame, and also due to the trust factor, arguing that customers were unlikely to switch to the competition just because of one glitch in the company’s long track record. For this thesis, I employ the same trust argument, this time to alleviate AI disruption fears, implying it warrants a rerating. For this purpose, looking through the lenses of relationship psychology, I first use Rusbult’s " Investment Model of Commitment " to show that investors are likely to remain committed to the cybersecurity provider after Anthropic ( ANTHRO ) recently unveiled a new AI feature called Claude Code Security. Relationship Psychology Shows Customers Are Likely to Remain Committed to CrowdStrike As a social psychologist, Caryl Rusbult conceived her commitment model to explain why people stay in relationships for years, even when it appears to others (the family or society) that it is not worth staying together. In this particular context, “investment” means the time and effort (including financial) that each person has committed to their relationship. Making a parallel with cybersecurity, corporations that choose CrowdStrike not only invest capital to purchase its endpoint security but also train their support teams (engineers and technicians) on the associated products, highlighting a partnership relationship rather than a buyer-seller approach. In addition to investment, Rusbult also emphasizes satisfaction (how good the relationship feels) and alternatives (like the implications of getting separated). In other words, if someone has made a big investment in a relationship an...
Nvidia reported fiscal fourth-quarter results that comfortably topped Wall Street expectations on both revenue and earnings. Shares initially jumped in after-hours trading, but that enthusiasm faded, and the stock was lower Thursday. The pullback may emanate from comments made by CFO Colette Kress during the company's earnings call regarding inventory levels. For several years, demand for Nvidia's...
Nvidia reported fiscal fourth-quarter results that comfortably topped Wall Street expectations on both revenue and earnings. Shares initially jumped in after-hours trading, but that enthusiasm faded, and the stock was lower Thursday. The pullback may emanate from comments made by CFO Colette Kress during the company's earnings call regarding inventory levels. For several years, demand for Nvidia's most advanced AI chips has exceeded supply. The company has struggled to produce enough to satisfy hyperscale customers such as Microsoft, Amazon, Meta, and Alphabet. That imbalance has enabled Nvidia to raise prices and expand gross margins. Kress said inventory rose 8% quarter over quarter and that Nvidia now has "inventory and supply commitments in place to address future demand, including shipments, extending into calendar 2027." Although improved visibility into future business is typically viewed as a positive, investors may be concerned that a more balanced supply-demand environment could pressure Nvidia's ability to sustain elevated margins. Non-GAAP gross margin came in at 75.2% for the quarter. Nvidia projects gross margin of 74.5% to 75.5% next quarter and "in the mid-70s" for the full year. While near-term margins appear stable, an analyst from Melius Research asked CEO Jensen Huang about the durability of those levels beyond 2027 on the call. Huang responded, "If we could deliver generational performance per watt that exceeds dramatically what Moore's Law can do — if we can deliver performance per dollar dramatically more than the cost of our systems — then we can continue to sustain our gross margins." For now, investors appear worried that Nvidia's peak pricing power in AI chips may already be behind it. The broader semiconductor space is also under pressure, with the PHLX Semiconductor Index down 3.5% on the day.
Feb 26 (Reuters) - The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments, as surging memory chip prices drive up device
Feb 26 (Reuters) - The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments, as surging memory chip prices drive up device
Vladimir Zakharov/iStock via Getty Images Investment thesis Small-cap companies are beginning to attract increasing attention in 2026 because investors are looking for new assets that can provide alpha. These include the new NEOS Russell 2000 High Income ETF ( IWMI ), the fund that, rather than relying on the growth of small-cap companies' share prices, allows investors to transform the volatility...
Vladimir Zakharov/iStock via Getty Images Investment thesis Small-cap companies are beginning to attract increasing attention in 2026 because investors are looking for new assets that can provide alpha. These include the new NEOS Russell 2000 High Income ETF ( IWMI ), the fund that, rather than relying on the growth of small-cap companies' share prices, allows investors to transform the volatility of the index into stable monthly income. This profit generation is made possible by the active management strategy of covered call spreads, commonly used by funds in the NEOS family, enabling double-digit dividend yields. I would like to use this article to explore my thesis that investing in IWMI is more profitable for investors than following the capital growth provided by the iShares Russell 2000 ETF ( IWM ) benchmark. There is no doubt that the latter fund is attractive from an investment perspective, yet it is growth-oriented and does not allow investors to achieve double-digit returns from distributions. In addition, an investment in IWMI has some advantages for investors looking for tax optimization. IWMI Investment Concept IWMI is a fairly new actively managed fund whose covered call spread composition generates a premium that is used to make stable payments to shareholders. Because many covered call ETFs struggle to participate in market growth, IWMI uses a more flexible strategy that aims to mitigate this risk. The fund's strategy involves a combination of purchasing stocks included in the Russell 2000 Index and an active option overlay. This means that the underlying asset is the Russell 2000 Index rather than individual stocks. To purchase the index, the fund uses another passive fund, namely the Vanguard Russell 2000 Index Fund ETF ( VTWO ). Top Holdings of IWMI IWMI separates itself from many other covered-call funds in its use of call spreads to capture both the premium income from the written out-of-the-money calls and some upside in steeper rallies from th...
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: IonQ CEO Niccolo De Masi, CalPERS CEO Marcie Frost, and Celsius Chairman and CEO John Fieldly. (Source: Bloomberg)
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: IonQ CEO Niccolo De Masi, CalPERS CEO Marcie Frost, and Celsius Chairman and CEO John Fieldly. (Source: Bloomberg)
franckreporter Chemed ( CHE ) shares hit a new 52-week low on Thursday after the hospice and palliative care services provider missed Street forecasts with its Q4 2025 financials, prompting Bank of America to downgrade the stock to Neutral from Buy. With its quarterly results on Wednesday after the close, the Cincinnati, Ohio-based company posted $6.42 of adjusted EPS on $639.3M of revenue, fallin...
franckreporter Chemed ( CHE ) shares hit a new 52-week low on Thursday after the hospice and palliative care services provider missed Street forecasts with its Q4 2025 financials, prompting Bank of America to downgrade the stock to Neutral from Buy. With its quarterly results on Wednesday after the close, the Cincinnati, Ohio-based company posted $6.42 of adjusted EPS on $639.3M of revenue, falling short of the consensus by $0.61 and $19.8M, respectively. The company’s topline remained relatively flat from the prior year period as revenue from its Roto-Rooter segment dropped ~4% YoY to $220.6M, while its Vitas segment added $418.8M with a ~2% YoY growth. BofA analyst Joanna Gajuk issued the downgrade, mainly citing headwinds in Roto-Rooter, which offers plumbing, drain cleaning, and water cleanup services in the U.S. and international markets, including Canada. Gajuk, who lowered her price target on CHE to $450 from $595, argued that Roto-Rooter’s EBITDA has contracted for three consecutive years and the firm missed its initial outlook, “leaving us cautious on the 2026 guide and ability to grow that biz.” However, the analyst argued that Roto-Rooter’s bleak outlook was offset by the Vitas segment, which she identified as a relatively stable business with “more sustainable growth." Gajuk stopped short of issuing a bearish rating on CHE, citing a potential upside thanks to the strong cash flows of both units. More on Chemed Chemed Non-GAAP EPS of $6.42 misses by $0.61, revenue of $639.3M misses by $19.79M Chemed Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Chemed Historical earnings data for Chemed Dividend scorecard for Chemed
Paramount Skydance needs Warner Bros. Discovery to seriously compete against Google, Amazon, and Netflix, says Laura Martin, entertainment and internet analyst at Needham & Co. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Paramount Skydance needs Warner Bros. Discovery to seriously compete against Google, Amazon, and Netflix, says Laura Martin, entertainment and internet analyst at Needham & Co. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Lean Hog Futures closed with 15 to 40 cent gains in the front months on Wednesday. Net new buying interest was noted, as OI rose 3,285 contracts. USDA’s national base hog price was reported at $91.21 on Wednesday afternoon. The CME Lean Hog Index was 18 cents higher on Feb...
Lean Hog Futures closed with 15 to 40 cent gains in the front months on Wednesday. Net new buying interest was noted, as OI rose 3,285 contracts. USDA’s national base hog price was reported at $91.21 on Wednesday afternoon. The CME Lean Hog Index was 18 cents higher on Feb...
Cuban president says country will ‘defend itself with determination’ after deadly coastal assault from exiles What we know so far about the deadly boat shooting off Cuba’s coast Cuba has vowed to defend itself against any “terrorist and mercenary aggression”, a day after border guards said they had killed four exiles on a Florida-registered speedboat that opened fire on a patrol. President Miguel ...
Cuban president says country will ‘defend itself with determination’ after deadly coastal assault from exiles What we know so far about the deadly boat shooting off Cuba’s coast Cuba has vowed to defend itself against any “terrorist and mercenary aggression”, a day after border guards said they had killed four exiles on a Florida-registered speedboat that opened fire on a patrol. President Miguel Díaz-Canel wrote on X that the Caribbean country will “defend itself with determination and firmness,” after the incident in which six other people on the boat were injured. Continue reading...
Yahoo Finance anchor Josh Lipton tracks Thursday's top moving stocks and biggest market stories in this Market Minute. Shares of JM Smucker Company (SJM), the maker of JIF peanut butter and Folgers coffee, are on the rise after the company reported better-than-expected quarterly results. Warby Parker (WRBY) stock is surging as the company partners on artificial intelligence (AI) glasses with Googl...
Yahoo Finance anchor Josh Lipton tracks Thursday's top moving stocks and biggest market stories in this Market Minute. Shares of JM Smucker Company (SJM), the maker of JIF peanut butter and Folgers coffee, are on the rise after the company reported better-than-expected quarterly results. Warby Parker (WRBY) stock is surging as the company partners on artificial intelligence (AI) glasses with Google (GOOG, GOOGL) and Samsung (005930.KS). Krispy Kreme (DNUT) stock is skyrocketing amid the company's turnaround efforts. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
Nvidia’s (NASDAQ: NVDA) reported record fourth-quarter revenue of $68.1 billion for the period ended Jan. 25, 2026, up 73% year over year and 20% sequentially. Full-year fiscal 2026 revenue climbed 65% to $215.9 billion, while GAAP gross margins hit 75% in the quarter. “Computing demand ...
Nvidia’s (NASDAQ: NVDA) reported record fourth-quarter revenue of $68.1 billion for the period ended Jan. 25, 2026, up 73% year over year and 20% sequentially. Full-year fiscal 2026 revenue climbed 65% to $215.9 billion, while GAAP gross margins hit 75% in the quarter. “Computing demand ...
The Dow was back to breakeven on Thursday as the index looked to overcome Nvidia’s sharp decline after earnings. The blue-chip index was flat. Nvidia, down 5.3% after earnings, shaved off 64 points from the Dow.
The Dow was back to breakeven on Thursday as the index looked to overcome Nvidia’s sharp decline after earnings. The blue-chip index was flat. Nvidia, down 5.3% after earnings, shaved off 64 points from the Dow.
On February 13, 2026, Global Strategic Management Inc disclosed a new position in Elemental Royalty Corporation (NASDAQ:ELE) , acquiring 281,197 shares in an estimated $4.74 million trade based on quarterly average pricing. According to a February 13, 2026, SEC filing , Global Strategic Management Inc reported a new holding of 281,197 shares in Elemental Royalty Corporation. The estimated value of...
On February 13, 2026, Global Strategic Management Inc disclosed a new position in Elemental Royalty Corporation (NASDAQ:ELE) , acquiring 281,197 shares in an estimated $4.74 million trade based on quarterly average pricing. According to a February 13, 2026, SEC filing , Global Strategic Management Inc reported a new holding of 281,197 shares in Elemental Royalty Corporation. The estimated value of the trade was $4.74 million, calculated using the average closing price for the quarter. The net position change of $4.74 million reflects the total increase in position value due to the new share purchases. This is a new position for the fund, making up 3.95% of its 13F reportable assets under management as of December 31, 2025. Continue reading