Jack Dorsey’s fintech company Block announced it was cutting nearly half of its workforce as it bets big on AI. But skeptics say investments in technology may not be the only reason for the layoffs. J.P. Gownder, vice president and principal analyst on the Future of Work team at Forrester Research, joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)
Jack Dorsey’s fintech company Block announced it was cutting nearly half of its workforce as it bets big on AI. But skeptics say investments in technology may not be the only reason for the layoffs. J.P. Gownder, vice president and principal analyst on the Future of Work team at Forrester Research, joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)
Stefan Sutka/iStock Editorial via Getty Images Seeking Alpha Back in January, I stated that Dell Technologies Inc. ( DELL ) stock was approaching bargain territory. With AI server demand being robust, their backlog growing in a strong manner, and a valuation that was well below the IT sector median, I believed the risk/reward was highly attractive. While the stock remained muted for a period after...
Stefan Sutka/iStock Editorial via Getty Images Seeking Alpha Back in January, I stated that Dell Technologies Inc. ( DELL ) stock was approaching bargain territory. With AI server demand being robust, their backlog growing in a strong manner, and a valuation that was well below the IT sector median, I believed the risk/reward was highly attractive. While the stock remained muted for a period after my update, Dell has soared after they reported their most recent earnings just yesterday (Feb 26th) after market close. As you can see on the right, this brings the stock's gains to over 20% since the publication of my previous article. Today I'll be providing an earnings review to see whether the current state of things still offers investor opportunity. In the below analysis, it is shown that Dell's results are generally strong even if there are some challenges and risks present. Guidance is shown to be solid, and with the forward P/E ratio having contracted since my previous article, I would say that Dell stock has in fact moved deeper into bargain territory despite the post-earnings rally. Therefore, I have decided to upgrade to a Strong Buy rating. FY2026 Q4 Overview Dell Q4 Presentation Let's start off with an overview of the company's financial performance for FY2026 Q4. Firstly, for the top line, Dell reported $33.4 billion in revenues, up 39% YoY. This is a clear improvement from the previous quarter's growth rate of just 11%, and so there has been a very meaningful pickup in business momentum overall. We'll go into more depth for their two segments later, but it should be noted that both Infrastructure Solutions Group and Client Solutions Group saw acceleration, and so there has been broad improvement in the company's trajectory. Lastly, note that Dell posted a monster beat of top line expectations as they surpassed estimates by $1.75 billion as a statement of outperformance in the quarter. Above, you can see that non-GAAP operating income grew slower than the to...
Denis Linine/iStock Editorial via Getty Images It has been almost two years since I last wrote about the Swiss watch company, The Swatch Group AG ( OTCPK:SWGAY ) ( OTCPK:SWGAF ), of brands like Longines and Tissot. At that time, I had downgraded the stock to a Hold from the earlier Buy rating on account of the slowdown in the luxury market. The thesis held for a while, but 2026 is proving to be di...
Denis Linine/iStock Editorial via Getty Images It has been almost two years since I last wrote about the Swiss watch company, The Swatch Group AG ( OTCPK:SWGAY ) ( OTCPK:SWGAF ), of brands like Longines and Tissot. At that time, I had downgraded the stock to a Hold from the earlier Buy rating on account of the slowdown in the luxury market. The thesis held for a while, but 2026 is proving to be different for SWAGY. The stock is up by 22.6% YTD, which compares positively with the S&P Global Luxury Index ( SPGLGUN ) that has remained essentially flat (see chart below). Here, I assess what's making the stock tick and whether there's further upside to it. Price Returns (YTD): SWGAY and SPGLGUN (Source: Seeking Alpha) Why Is Swatch Rising? The stock was lackluster until the end of January 2026, when it started rallying following the release of the company's 2025 results . Even though the overall numbers for the year continued to see softness that first became apparent in 2024, signs of a potentially robust turnaround are here. With this as the background, here are four reasons why Swatch is rising and could continue to do so. #1. Expansion Seen In H2 2025 After a disastrous 2024, which saw the company's net sales contract by 14.6% at current exchange rates and by 12.2% at constant exchange rates, 2025 saw signs of improvement. Here's how: Net sales shrank once more, but to a far smaller extent. They dropped by 5.9% at current rates and by 1.6% in constant currency terms. The drop was saved by a pickup in H2 2025, which saw an increase of 4.7% YoY, with a particularly strong Q4 2025 that saw growth of 7.2% YoY. The company's important Watches & Jewelry segment, which brought in 95% of the sales last year, saw encouraging trends in particular. For example, in Q4 2025, its China (including Hong Kong and Macau) sales growth crossed the 10% YoY mark. The Americas saw a 20% increase in 2025, and growth was visible in Europe in H2 2025 as well. #2. Good Reasons For Margin Contr...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Texas Pacific Land, a filing with the SEC revealed that on Wednesday, Director D
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Texas Pacific Land, a filing with the SEC revealed that on Wednesday, Director D
BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Transcript Rena Sherbill: Our last Wall Street roundup of February. Welcome back, Brian Stewart, Seeking A...
BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Transcript Rena Sherbill: Our last Wall Street roundup of February. Welcome back, Brian Stewart, Seeking Alpha's Director of News. Brian Stewart: Great to be here. Rena Sherbill: Talk to us, what are you looking at these days? Brian Stewart: I think we have to start with Nvidia ( NVDA ). The stock dropped about 5% yesterday after its earnings report. It was up initially in the post market, but then eventually ended the next day lower. Beat expectations, gave better expected guidance. On the surface, everything seemed fine. I think in terms of explaining why it's down, I think I would point listeners to a conversation that you had last week on Investing Experts. There was a good discussion about whether Nvidia might be kind of in a trap of its own making where even good results are never going to be good enough because there's just sort of this built in expectation that Nvidia is going to blow us away every time they report results. So I think it's really a sell on the news kind of situation. The stock was up six out of the seven days going into earnings. So there was this building anticipation for it. I think everybody thought results were fine, better than fine. But the narrative about the build out for AI infrastructure remains in place. There's no end in sight to the amount of money that these companies seem willing to spend in terms of buying chips. think really from a video's point of view, it's almost like a supply problem. I think filling all the demand that's out there is probably getting a little difficult. But when you look at the broader market, the stock has been in a range pretty much this entire year since November, really. So you're just having trouble for Nvidia...
In trading on Friday, shares of Capital One Financial Corp's 4.80% Dep Shares Non-Cumul Perp Pfd Stock Series J (Symbol: COF.PRJ) were yielding above the 6.5% mark based on its quarterly dividend (annualized to $1.20), with shares changing hands as low as $18.44 on the day. A
In trading on Friday, shares of Capital One Financial Corp's 4.80% Dep Shares Non-Cumul Perp Pfd Stock Series J (Symbol: COF.PRJ) were yielding above the 6.5% mark based on its quarterly dividend (annualized to $1.20), with shares changing hands as low as $18.44 on the day. A
In this article NVDA AMZN Follow your favorite stocks CREATE FREE ACCOUNT Nvidia CEO Jensen Huang speaks during a dinner event with the company's Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026. Lam Yik Fei | Bloomberg | Getty Images Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed th...
In this article NVDA AMZN Follow your favorite stocks CREATE FREE ACCOUNT Nvidia CEO Jensen Huang speaks during a dinner event with the company's Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026. Lam Yik Fei | Bloomberg | Getty Images Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that "compute demand is skyrocketing." Investor concerns appear to be elsewhere. The stock fell for a second straight day on Friday and is down 6% for the week in what would be its sharpest pullback since November. With the retreat, Nvidia's stock is now down for the year, joining the rest of tech's megacap companies. One broad concern in the market is that capital expenditures among the tech giants will soon peak, meaning Nvidia's growth rates are poised to slow dramatically in the coming quarters and years. Another issue for investors is competition — companies that buy large quantities of chips for AI have begun showing more interest in alternatives to Nvidia's graphics processing units (GPUs). On Friday, OpenAI, which for years has relied heavily on Nvidia GPUs to train and run AI models, said it would consume 2 gigawatts' worth of Amazon Web Services' Trainium AI chip capacity. That announcement came as OpenAI closed a $110 billion funding round, with Amazon contributing $50 billion and Nvidia putting in $30 billion. "This is the single biggest validation of Amazon's custom AI silicon strategy to date, and it gives OpenAI a real hedge against Nvidia supply constraints and pricing power," Patrick Moorhead, CEO of Moor Insights and Strategy, wrote in a post on X. Last month OpenAI committed to adopting 750 megawatts in computing power from smaller AI chipmaker Cerebras. OpenAI is still using plenty of Nvidia. The company said on Friday that it will use 5 gigawatts of computing power on Nvidia's next-generation Vera Rubin GPUs. That's on top of existing Nvidia GPUs across t...
The stock market has an Nvidia problem. Nvidia beat earnings forecasts, is seeing fast growth for its high-margin data-center chips, and even guided for $78 billion in first-quarter sales—$5 billion above expectations. “The [AI] trade has gotten stretched,” says Kenny Polcari, veteran trader and chief market strategist at SlateStone Wealth.
The stock market has an Nvidia problem. Nvidia beat earnings forecasts, is seeing fast growth for its high-margin data-center chips, and even guided for $78 billion in first-quarter sales—$5 billion above expectations. “The [AI] trade has gotten stretched,” says Kenny Polcari, veteran trader and chief market strategist at SlateStone Wealth.
In trading on Friday, shares of MetLife Inc's 4.75% Depositary Shares Non-Cumulative Preferred Stock, Series F (Symbol: MET.PRF) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.1875), with shares changing hands as low as $19.42 on the day. Th
In trading on Friday, shares of MetLife Inc's 4.75% Depositary Shares Non-Cumulative Preferred Stock, Series F (Symbol: MET.PRF) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.1875), with shares changing hands as low as $19.42 on the day. Th
In trading on Friday, shares of RenaissanceRe Holdings Ltd.'s 4.20% Dep Shares Series G Non-Cumul Preference Shares (Symbol: RNR.PRG) were yielding above the 6.5% mark based on its quarterly dividend (annualized to $1.05), with shares changing hands as low as $15.84 on the day.
In trading on Friday, shares of RenaissanceRe Holdings Ltd.'s 4.20% Dep Shares Series G Non-Cumul Preference Shares (Symbol: RNR.PRG) were yielding above the 6.5% mark based on its quarterly dividend (annualized to $1.05), with shares changing hands as low as $15.84 on the day.