Key Points Target stock has surged about than 23% this year, significantly outpacing the broader market. The retailer just reported another quarter of declining revenue. Management guided to about 2% sales growth in 2026 and is investing in its business to achieve even faster growth. 10 stocks we like better than Target › Shares of Target (NYSE: TGT) are up more than 23% year to date, obliterating...
Key Points Target stock has surged about than 23% this year, significantly outpacing the broader market. The retailer just reported another quarter of declining revenue. Management guided to about 2% sales growth in 2026 and is investing in its business to achieve even faster growth. 10 stocks we like better than Target › Shares of Target (NYSE: TGT) are up more than 23% year to date, obliterating the S&P 500's return over the same period. This outperformance was aided by the company's fourth-quarter update this week, which saw better-than-expected profit margins and early signs of a top-line recovery. With some fresh quarterly numbers to mull over, it is a good time to take a look at the stock and test the market's optimism for the company. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Is the stock attractive here, or has the stock's big gain this year already priced in the good news? A turnaround is in the works Target's fourth-quarter results showed continued top-line softness but a notable bottom-line improvement, suggesting that the company's operational efforts are starting to pay off. Target's fourth-quarter revenue fell 1.5%. And comparable sales (sales at stores or digital channels open for at least a year) fell 2.5% during the period. Despite this revenue contraction, the company demonstrated impressive cost control. Target's non-generally accepted accounting principles (non-GAAP) earnings per share rose to $2.44 -- up from $2.41 in the year-ago quarter. Additionally, the company's gross margin expanded to 26.6% in the fourth quarter, up from 26.2% in the year-ago period. While investors would certainly prefer to see both top and bottom-line growth, at least Target is giving investors something to stay upbeat about while they wait for sales growth to turn positive. Key catalysts But th...
Sundry Photography/iStock Editorial via Getty Images Hewlett Packard Enterprise Company ( HPE ) is gearing up to report fiscal first quarter 2026 results on Monday, March 9, 2026 , and the setup could not be better, in my opinion. The enterprise-focused server maker will likely publish a massive addition to its AI system backlog, and the expansion of the HPE GreenLake hybrid cloud platform could p...
Sundry Photography/iStock Editorial via Getty Images Hewlett Packard Enterprise Company ( HPE ) is gearing up to report fiscal first quarter 2026 results on Monday, March 9, 2026 , and the setup could not be better, in my opinion. The enterprise-focused server maker will likely publish a massive addition to its AI system backlog, and the expansion of the HPE GreenLake hybrid cloud platform could provide vital impulses for investors to push shares of HPE into a new up-leg. Given that CapEx spending has been exploding lately and projections continue to be highly bullish in the Data Center market, the server company is on track to potentially report record results and materially add to its AI-driven revenue backlog. Shares of Hewlett Packard Enterprise are cheap, trading at just 7.9X forward earnings, which in my opinion translates into a risk profile that is highly skewed to the upside. Data by YCharts Previous Rating Hewlett Packard Enterprise is gearing up to report fiscal first quarter 2026 results on Monday, March 9, 2026, and the setup could not be better, in my opinion. The enterprise-focused server maker will likely publish a massive addition to its AI system backlog, and the expansion of the HPE GreenLake hybrid cloud platform could provide vital impulses for investors to push shares of HPE into a new up-leg. Given that CapEx spending has been exploding lately and projections continue to be highly bullish in the Data Center market, the server company is on track to potentially report record results and materially add to its AI-driven revenue backlog. Shares of Hewlett Packard Enterprise are cheap, trading at just 7.9X forward earnings, which, in my opinion, translates into a risk profile that is highly skewed to the upside. All Eyes On HPE's AI-Driven Growth Hewlett Packard Enterprise is expected to report $0.59 per share in non-GAAP earnings for Q1 '26 next Monday, which implies a year-over-year growth rate of 20%. The top-line figure, as per Seeking Alpha's ...
The CoreWeave logo displayed on a smartphone screen_ Image by Robert Way via Shutterstock_ CoreWeave (CRWV) is a specialized cloud computing company delivering GPU-powered infrastructure tailored for AI workloads, machine learning, VFX rendering, and high-performance computing. It provides scalable access to Nvidia (NVDA) GPUs via Kubernetes clusters, auto-scaling storage, and developer-friendly t...
The CoreWeave logo displayed on a smartphone screen_ Image by Robert Way via Shutterstock_ CoreWeave (CRWV) is a specialized cloud computing company delivering GPU-powered infrastructure tailored for AI workloads, machine learning, VFX rendering, and high-performance computing. It provides scalable access to Nvidia (NVDA) GPUs via Kubernetes clusters, auto-scaling storage, and developer-friendly tools, helping enterprises train massive models faster and cheaper than general clouds. Founded in 2017 by ex-crypto miners, CoreWeave is headquartered in Livingston, New Jersey. The company has data centers primarily in the U.S. (28-plus sites) and is expanding intp Europe (the U.K., Norway, Sweden, Spain), supporting global clients. CoreWeave Stock Drops From Highs Since its March 2025 initial public offering (IPO) at $40, CRWV stock has been highly volatile amid AI hype. Currently trading near $79, the stock is up sharply from its 52-week low of $33.51 but down 58% from the 52-week high of $187. Recent five-day action shows that the stock has slipped 21% while the past one-month period reveals a 6% drop. Mixed with the 50-day moving average (MA) at $88.16 versus the 200-day MA at $110.06, the 52-week range reflects massive swings, while year-to-date (YTD) the stock is up 8% despite being off its highs. Coreweave stock underperforms compared to the Nasdaq Composite ($NASX), with the index showing a positive six-month report, gaining 4% against CRWV stock’s 12% fall. Still, AI catalysts keep CRWV punchier short-term versus index steadiness. CoreWeave Reports Mixed Results CoreWeave crushed revenue expectations in the fourth quarter of 2025 with $1.57 billion in sales — up 110% year-over-year (YOY) — fueled by surging AI GPU demand from hyperscalers like Microsoft (MSFT) and OpenAI. Full-year revenue came in at $5.1 billion, marking 168% YOY growth. However, EPS missed at a loss of $0.89 versus an estimated loss of $0.49, as net loss ballooned to $452 million amid aggressive...
My first thought when Apple announced the MacBook Neo today was “okay, but why not just get an older Air?” If you’re thinking that too, you might be right. If you can find one. The Neo starts at $599 with an A18 Pro processor, 8GB of memory, and 256GB storage, and ends at $699 with the same specs plus TouchID and 512GB of storage. It has two USB-C (not Thunderbolt) ports, a pretty basic-looking sc...
My first thought when Apple announced the MacBook Neo today was “okay, but why not just get an older Air?” If you’re thinking that too, you might be right. If you can find one. The Neo starts at $599 with an A18 Pro processor, 8GB of memory, and 256GB storage, and ends at $699 with the same specs plus TouchID and 512GB of storage. It has two USB-C (not Thunderbolt) ports, a pretty basic-looking screen, a mechanical trackpad instead of haptic, and various other cost-saving measures. It’s the cheapest new MacBook you can get now. The new M5 MacBook Air starts at $1,099 with 16GB of memory and 512GB of much faster storage, a bigger and brighter screen, a better webcam, better Wi-Fi and Bluetooth, more speakers, Thunderbolt 4, a faster charger, and so forth. It’s $100 more than last year’s model, probably because of the Neo. Or you can get an M4 MacBook Air for $1000, with a slightly slower processor than the M5 (but still faster than the Air), and otherwise pretty much the same specs. If you could still get a new M1 Air from Walmart for $700, it’d be a pretty tough call between that and the Neo. That machine came out in 2020, but is still better in most respects. Unfortunately, they’ve been out of stock since last month — probably because of the Neo — so that’s the end of that. You can probably find a refurb one. Same with the M3 and M4: if you can find one for around the same price as the Neo, especially with 16GB of RAM, you should get one of those. But they’re pretty thin on the ground, and I’d expect them to become thinner. (Keep an eye on Apple’s refurb site, though — a refurb M4 Air for $750 is pretty dang good.) The modern Air is unquestionably a better computer. The thing about $1,000 is it’s a lot more money than $600. $600 is already more than most non-Mac people want to spend on a laptop, but it’s a lot less than an Air, and the gap between the two is big enough that it’s harder to justify the jump unless you know you’re gonna need more than 8GB of RAM, if y...
Scott Kapnick, founding partner and CEO at HPS Investment Partners, discusses the role of private capital in the AI boom. He speaks with Dani Burger at Bloomberg Invest. (Source: Bloomberg)
Scott Kapnick, founding partner and CEO at HPS Investment Partners, discusses the role of private capital in the AI boom. He speaks with Dani Burger at Bloomberg Invest. (Source: Bloomberg)
HubSpot (NYSE: HUBS) is reinventing its growth model around artificial intelligence, and the market may be mispricing what that means for future earnings. If revenue accelerates and margins expand together, this AI-driven strategy could unlock far more upside than most investors expect in 2026. Stock prices used were the market prices of Feb. 24, 2026. The video was published on March. 3, 2026. Wi...
HubSpot (NYSE: HUBS) is reinventing its growth model around artificial intelligence, and the market may be mispricing what that means for future earnings. If revenue accelerates and margins expand together, this AI-driven strategy could unlock far more upside than most investors expect in 2026. Stock prices used were the market prices of Feb. 24, 2026. The video was published on March. 3, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in HubSpot right now? Before you buy stock in HubSpot, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and HubSpot wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $526,889!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,103,743!* Now, it’s worth noting Stock Advisor’s total average return is 947% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 4, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends HubSpot. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The ...
QatarEnergy Declares Force Majeure As One-Fifth Of Global LNG Supply Goes Dark Qatar’s long-standing image as the world’s most reliable LNG supplier abruptly ended on Wednesday after QatarEnergy halted LNG production and declared force majeure to customers, a major shock to global gas markets given that Qatar accounts for 20% of global LNG exports, with 80% of those volumes to Asia. " Further to t...
QatarEnergy Declares Force Majeure As One-Fifth Of Global LNG Supply Goes Dark Qatar’s long-standing image as the world’s most reliable LNG supplier abruptly ended on Wednesday after QatarEnergy halted LNG production and declared force majeure to customers, a major shock to global gas markets given that Qatar accounts for 20% of global LNG exports, with 80% of those volumes to Asia. " Further to the announcement by QatarEnergy to stop production of liquefied natural gas (LNG) and associated products, QatarEnergy has declared Force Majeure to its affected buyers ," QatarEnergy wrote in a press release on Wednesday morning. Qatar’s LNG chief Saad Sherida Al-Kaabi is confronting the biggest energy shocks of his career after an Iranian drone strike earlier this week forced the shutdown of Ras Laffan, Qatar’s top LNG export hub, for the first time in three decades. The most immediate consequence is reputational. Wall Street analysts say the drone attack may permanently weaken Qatar’s ability to command premium gas pricing and long-term contract terms, as customers, especially in Asia, rethink their exposure to U.S. LNG in the calm warm waters of the Gulf of America. The duration of the shutdown at the world’s leading LNG exporter is not yet known, but restarting gas liquefaction after a full shutdown can take up to two weeks, with another two weeks needed to return to full capacity. In other words, the shutdown and the time required for liquefaction plants to return to full capacity could last a month or more. In terms of flows, Qatar’s LNG exports mostly go to Asia. The latest data shows more than 80% of Qatar’s LNG is shipped to China, India, Japan, and South Korea. Europe is also another large customer. At the start of the week, European gas (TTF) futures nearly doubled on LNG disruptions from the Gulf area due to the Strait of Hormuz being paralyzed. European Gas Prices Soar 50% After Qatar Shuts World's Largest LNG Export Plant https://t.co/0Yfq1SWoXq — zerohedge (@...
ThredUp Inc. TDUP reported fourth-quarter 2025 results, wherein both the top and bottom lines increased year over year. The company’s earnings came in line with the Zacks Consensus Estimate and revenues topped the same. TDUP’s Quarterly Performance: Key Metrics & Insights TDUP delivered a quarterly loss of 4 cents per share, which came in line with the Zacks Consensus Estimate. The quarterly loss ...
ThredUp Inc. TDUP reported fourth-quarter 2025 results, wherein both the top and bottom lines increased year over year. The company’s earnings came in line with the Zacks Consensus Estimate and revenues topped the same. TDUP’s Quarterly Performance: Key Metrics & Insights TDUP delivered a quarterly loss of 4 cents per share, which came in line with the Zacks Consensus Estimate. The quarterly loss per share improved 42.9% year over year compared with the loss of 7 cents per share a year ago. ThredUp Inc. Price, Consensus and EPS Surprise ThredUp Inc. price-consensus-eps-surprise-chart | ThredUp Inc. Quote Quarterly revenues came in at $79.7 million, up 18.5% year over year from $67.3 million, and beat the Zacks Consensus Estimate of $79.6 million. The company ended the quarter with a record 1.65 million active buyers, which is up 29.5% year over year. The figure topped the Zacks Consensus Estimate of 1.5 million, highlighting stronger-than-expected customer engagement. Fourth-quarter order momentum remained strong, with 1.56 million orders, up 27.3% year over year. This performance also surpassed the Zacks Consensus Estimate of 1.36 million, reflecting robust demand and continued growth in customer engagement. TDUP’s Margin & Cost Performance TDUP’s adjusted gross profit increased 17.3% to $63.4 million from $54.1 million in the prior year. Results exceeded expectations, supported by higher average selling prices driven by growth in the premium supply offering. However, the adjusted gross margin declined by 80 basis points to 79.6% from 80.4%. Adjusted SG&A expenses totaled $15 million, increasing 8.5% year over year compared to $13.8 million in the same period last year. Loss from continuing operations improved by 30.8% in the fourth quarter to $5.6 million, compared to $8.1 million in the same quarter of the prior year. Adjusted EBITDA from continuing operations was $2.9 million, down 42% year over year from $5.0 million in the prior-year quarter. Adjusted EBITDA f...
On February 17, 2026, Grizzlyrock Capital disclosed in a new SEC filing that it increased its position in Magnite (NASDAQ:MGNI) by 181,000 shares, with the estimated transaction value at $3.00 million based on quarterly average pricing. According to a recent SEC filing , Grizzlyrock Capital added 181,000 shares of Magnite during the fourth quarter of 2025. The estimated transaction value, based on...
On February 17, 2026, Grizzlyrock Capital disclosed in a new SEC filing that it increased its position in Magnite (NASDAQ:MGNI) by 181,000 shares, with the estimated transaction value at $3.00 million based on quarterly average pricing. According to a recent SEC filing , Grizzlyrock Capital added 181,000 shares of Magnite during the fourth quarter of 2025. The estimated transaction value, based on average closing prices for the quarter, was $3.00 million. The quarter-end value of the position increased by $768,101, a figure that includes both the impact of additional shares and any change in stock price. The fund reported holding 571,906 shares at year-end. Magnite, Inc. is a leading independent sell-side advertising platform specializing in digital and connected TV inventory monetization. The company leverages a robust technology stack to connect digital publishers with advertisers, providing scale and efficiency in programmatic ad transactions. With a focus on innovation and a diversified customer base, Magnite positions itself as a key enabler in the evolving digital advertising ecosystem. Continue reading
BlackJack3D Bitcoin ( BTC-USD ) advanced sharply on Wednesday, climbing to its highest level in roughly a month as renewed momentum lifted the world’s largest cryptocurrency above the $73,000 mark. The digital asset briefly touched an intraday peak of $73,546, representing a gain of about 6.8% on the session and one of its strongest single-day moves in recent weeks. The rally pushed bitcoin to lev...
BlackJack3D Bitcoin ( BTC-USD ) advanced sharply on Wednesday, climbing to its highest level in roughly a month as renewed momentum lifted the world’s largest cryptocurrency above the $73,000 mark. The digital asset briefly touched an intraday peak of $73,546, representing a gain of about 6.8% on the session and one of its strongest single-day moves in recent weeks. The rally pushed bitcoin to levels not seen since early February, signaling a rebound after a period of choppy trading. Market participants have been watching for signs that the cryptocurrency could regain upward momentum following a pullback earlier in the year. Despite the latest surge, bitcoin remains below several widely followed technical indicators, including its 50-day, 100-day, and 200-day moving averages. Those levels are often viewed by traders as key gauges of longer-term trend strength, suggesting the broader technical picture remains mixed even as prices recover. Bitcoin ETFs: ( IBIT ), ( ARKB ), ( GBTC ), ( BRRR ), ( BTCO ), ( HODL ), ( BTCW ), ( FBTC ), ( BITB ), and ( EZBC ). Blockchain ETFs: ( BITQ ), ( DAPP ), ( BKCH ), ( BLOK ), ( CRPT ), and ( IBLC ). More on markets Apollo warns Strait of Hormuz disruption could rattle global energy supply Dividends in demand as Iran conflict sends markets reeling Invesco says stay calm and invested as stocks often climb after war-driven volatility When markets should expect a U.S. — Iran ceasefire; See what prediction markets say February ETF inflows surge as the industry eyes a potential $2T year
This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV) shares climbed about 7% in premarket trading after artificial intelligence search company Perplexity signed an agreement to use the cloud provider's data centers to develop new AI services. The arrangement is expected to expand CoreWeave's customer base as demand grows for infrastructure capable of handling AI inference, the process...
This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV) shares climbed about 7% in premarket trading after artificial intelligence search company Perplexity signed an agreement to use the cloud provider's data centers to develop new AI services. The arrangement is expected to expand CoreWeave's customer base as demand grows for infrastructure capable of handling AI inference, the process of running trained models to generate responses. CoreWeave's chief executive said the partnership reflects broader adoption of its AI-focused cloud platform by emerging technology firms. Under the agreement, Perplexity will deploy Nvidia (NASDAQ:NVDA) GB200 NVL72-powered clusters to support its inference workloads. The companies indicated the infrastructure will be used to scale AI tools offered to enterprise and consumer users. CoreWeave also plans to implement Perplexity Enterprise Max internally, enabling employees to search web-based and company documents through AI-driven tools. The deal highlights continued investment in specialized cloud capacity as AI developers seek high-performance computing resources to support expanding applications.
The S&P 500 Index ($SPX) (SPY) today is up +0.87%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.66%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.52%. March E-mini S&P futures (ESH26) are up +0.81%, and March E-mini Nasdaq futures (NQH26) are up +1.49%. Stock indexes are moving higher today as US economic strength outweighs Iran war concerns. Signs of economic resilience and cooling ...
The S&P 500 Index ($SPX) (SPY) today is up +0.87%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.66%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.52%. March E-mini S&P futures (ESH26) are up +0.81%, and March E-mini Nasdaq futures (NQH26) are up +1.49%. Stock indexes are moving higher today as US economic strength outweighs Iran war concerns. Signs of economic resilience and cooling inflationary pressures are lifting stocks today. The US labor market continues to grow after the Feb ADP employment report showed employers added more jobs than expected. Also, the US service economy expanded at the fastest pace in 3.5 years last month, while service price pressures fell to an 11-month low. Stocks also have support on a report that Iran made indirect contact with the US to negotiate an end to the war, boosting hopes that the conflict could end sooner than expected. The NY Times reported that operatives from Iran’s Ministry of Intelligence used backchannels to contact the CIA a day after US-Israeli attacks began. However, Iran’s semi-official Tasnim news agency called the report “pure falsehood and psychological warfare.” Stock gains are limited amid heightened global trade tensions after Treasury Secretary Scott Bessent said proposed 15% tariffs on goods imported into the US may take effect this week. Crude oil prices fell from sharp overnight gains and are little changed on the NY Times report that said Iranian operatives made an offer to the US to discuss terms for ending the conflict. Crude prices remained lower even after Iran denied the report. Crude oil prices were also undercut by carryover from Tuesday, when President Trump said the US will ensure the free flow of energy through the Strait of Hormuz with insurance guarantees and even naval escorts. However, the Strait of Hormuz remains closed after Iran’s Islamic Revolutionary Guard Corps said that “we will set fire to any ship attempting to pass through” the strait, which runs along Iran's coast an...
Europe’s largest trade union is trying to gain control of the works council at Elon Musk’s Tesla gigafactory near Berlin, in an industrial relations showdown marked by lawsuits and mutual accusations of slander. The works council, an elected body of employees that negotiates everything from working hours to pay deals with a company’s management, is considered an entrenched aspect of the German cor...
Europe’s largest trade union is trying to gain control of the works council at Elon Musk’s Tesla gigafactory near Berlin, in an industrial relations showdown marked by lawsuits and mutual accusations of slander. The works council, an elected body of employees that negotiates everything from working hours to pay deals with a company’s management, is considered an entrenched aspect of the German corporate world, particularly in the car industry. But it was a bone of contention at the Tesla plant in Grünheide, 19 miles (30km) south-east of Berlin, even before the gates opened almost four years ago. The plant, which employs about 10,000 workers and is the US electric carmaker’s only production site in Europe, has seen regular clashes between the turbo-capitalist approach of Tesla’s management and Germany’s tradition of a social market economy, which relies on worker representation and collective bargaining. Voting in elections to the works council, which is now controlled by non-trade union members, began on Monday and will close on Wednesday. View image in fullscreen Elon Musk at the Tesla factory in Germany in 2022. His managers are accused of being confrontational with workers. Photograph: Patrick Pleul/Reuters The face-off has been portrayed as a battle of wills between the century-old IG Metall union and Musk, who says it is threatening economic growth. The union has framed the fight as nothing less than an existential threat to European workers’ rights and accuses Musk, the world’s richest man, of wanting to “bust the union”. IG Metall says Tesla provides inadequate working conditions and lays off employees it has accused of shirking. It argues that a collective agreement to protect workers is needed. Tesla, in turn, says the union is interested only in expanding IG Metall’s membership. It rejects the idea that working conditions are poor and says it pays above average wages. Musk has said the outcome of the dispute could determine the future of the plant and whet...
When you enroll in your company's 401(k) plan, your first priority may be to figure out how much you can afford to contribute. Once you land on that number, you may shift your focus to how your retirement savings are invested. These are all important decisions to make. But there's 401(k)-related decision you should be thinking about early on. Have you thought about funding a Roth 401(k)? Many 401(...
When you enroll in your company's 401(k) plan, your first priority may be to figure out how much you can afford to contribute. Once you land on that number, you may shift your focus to how your retirement savings are invested. These are all important decisions to make. But there's 401(k)-related decision you should be thinking about early on. Have you thought about funding a Roth 401(k)? Many 401(k) plans now offer both a traditional and Roth savings option. And it's important not to overlook the latter. As a refresher, with a traditional 401(k), your money goes in on a pre-tax basis. Investment gains are tax-deferred, while withdrawals are taxed. With a Roth 401(k), you don't get an up-front tax break on your contributions. But investment gains in a Roth 401(k) are yours to enjoy tax-free. And withdrawals are tax-free as well. Roth 401(k)s also offer another huge benefit -- avoiding required minimum distributions during retirement. That gives you more control over your money. Now you may be inclined to stick to a traditional 401(k) so you can save money on your contributions. But by forgoing a Roth 401(k), you give up not only the benefits just mentioned, but other less obvious perks. One thing many people don't realize is that Social Security benefits can be taxable in retirement at the federal level, and that your total income helps determine whether that's the case. Roth 401(k) withdrawals don't count as taxable income, though. So by funding a Roth 401(k), you could end up sparing yourself taxes on your Social Security checks. Also, higher earners in retirement can be subject to surcharges on their Medicare premiums. But because Roth 401(k) withdrawals don't count as taxable income, they won't push you over that threshold, whereas withdrawals from a traditional 401(k) could. Look at the big picture Funding a Roth 401(k) isn't necessarily the right choice for everyone. If you earn a lot of money and are in a very high tax bracket, it may not be the right time to ...
Key Points If your 401(k) offers a Roth option, it's worth considering it. Losing the up-front tax break on contributions may be worth it for the benefits. Roth 401(k) perks include tax-free gains, tax-free withdrawals, and no RMDs. The $23,760 Social Security bonus most retirees completely overlook › When you enroll in your company's 401(k) plan, your first priority may be to figure out how much ...
Key Points If your 401(k) offers a Roth option, it's worth considering it. Losing the up-front tax break on contributions may be worth it for the benefits. Roth 401(k) perks include tax-free gains, tax-free withdrawals, and no RMDs. The $23,760 Social Security bonus most retirees completely overlook › When you enroll in your company's 401(k) plan, your first priority may be to figure out how much you can afford to contribute. Once you land on that number, you may shift your focus to how your retirement savings are invested. These are all important decisions to make. But there's 401(k)-related decision you should be thinking about early on. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Have you thought about funding a Roth 401(k)? Many 401(k) plans now offer both a traditional and Roth savings option. And it's important not to overlook the latter. As a refresher, with a traditional 401(k), your money goes in on a pre-tax basis. Investment gains are tax-deferred, while withdrawals are taxed. With a Roth 401(k), you don't get an up-front tax break on your contributions. But investment gains in a Roth 401(k) are yours to enjoy tax-free. And withdrawals are tax-free as well. Roth 401(k)s also offer another huge benefit -- avoiding required minimum distributions during retirement. That gives you more control over your money. Now you may be inclined to stick to a traditional 401(k) so you can save money on your contributions. But by forgoing a Roth 401(k), you give up not only the benefits just mentioned, but other less obvious perks. One thing many people don't realize is that Social Security benefits can be taxable in retirement at the federal level, and that your total income helps determine whether that's the case. Roth 401(k) withdrawals don't count as taxable income, though. So by funding a Roth ...
AdrianHancu/iStock Editorial via Getty Images Investment Thesis There are two major tailwinds to Caterpillar (NYSE: CAT ), a legacy American construction and energy engineering equipment manufacturer. The consistent and macro one is that the Company is poised to benefit from President Trump's domestic industrial policy , increase in homebuilding activities, as well as the United States' global oil...
AdrianHancu/iStock Editorial via Getty Images Investment Thesis There are two major tailwinds to Caterpillar (NYSE: CAT ), a legacy American construction and energy engineering equipment manufacturer. The consistent and macro one is that the Company is poised to benefit from President Trump's domestic industrial policy , increase in homebuilding activities, as well as the United States' global oil production push - but these macros are already priced in (to be discussed in the valuation part) since Trump's term, so this is not the thesis we will elaborate on today. The opportunistic tailwind is the "AI bottleneck play" that rotates upward of the supply chain—from - from GPUs components to AI data centers and, ultimately, electricity Eric Flaningam Major AI bottleneck is energy the West - Stanford University When AI infrastructure is being developed rapidly, we start to see "bottlenecks" that are limiting the Moore's Law being played out. Electricity is one of them. To simplify the problem of electricity in one sentence is: Traditional model of building the data center first, connecting to the grid after, is no longer feasible This is because the current grid infrastructure, which has been built for over a decade, can no longer handle the exponentially growing electricity demand, if not being destroyed. There are two major reasons: Transmission is a larger problem than generation The electricity demand of AI is constantly high and growing, and data centers run 24/7. However, the conventional electricity generation capacity is either being planned slowly or is "intermittent" which is the major characteristic of solar and wind. But in either case, they are "far from where the demands are", which makes transmission difficult and overloaded. If you see the below roadmap of conventional electricity generation, you will understand how many "lines" we need for the many gigawatt-hours of electricity we need. Eric Flaningam You can think of the transmission problem as a highw...
Torsten Asmus/iStock via Getty Images The market pain starts here The S&P 500 ( SP500 ) just closed under the key technical support at 100dma. This is the first close below 100dma since the April 2025 flash-crash, thus, technically, this is important. Note, the top was reached in October 2025, and since then, the S&P 500 ( SPX ) has been unable to sustainably break the 7000-level resistance. At th...
Torsten Asmus/iStock via Getty Images The market pain starts here The S&P 500 ( SP500 ) just closed under the key technical support at 100dma. This is the first close below 100dma since the April 2025 flash-crash, thus, technically, this is important. Note, the top was reached in October 2025, and since then, the S&P 500 ( SPX ) has been unable to sustainably break the 7000-level resistance. At the same time, it has been threatening to breach the 100dma support many times, especially recently during the month of February. So, what caused the breakdown? The unfolding US-Iran war, or specifically, the transition from Phase 1 of the war to Phase 2, based on my assessment. What are the implications? The S&P 500 is now technically vulnerable, and if the current geopolitical trigger persists, we could see a flash crash similar to April 2025, or around a 20% quick drawdown. The key variable to consider is the price of oil ( USO ) - if the unfolding war triggers a spike in the price of oil, the flash-crash scenario is likely inevitable. Yahoo The Phase One was benign Phase 1 of the current US/Israel/Iran conflict was benign for the financial markets. As I explained, this war has a deeper geopolitical objective, specifically with respect to China and Chinese energy security. However, the failed nuclear negotiation with Iran was the stated reason for the war. Specifically, a nuclear Iran is an existential threat to Israel, and Iran's advanced missiles program is a threat to the region, including Europe. The objective of Phase One was to induce an internally led regime change in Iran and, subsequently, to negotiate with the new, more US-friendly leadership. After Iran's Supreme Leader was killed, this scenario looked likely. However, it looks like Iran's is "led by the system", designed for succession. Thus, despite the fact that many leaders have been killed, it seems like the regime is still in control - and there are no signs of any internal rebellion. The US and Israel mod...