Trump's State of the Union underplayed the economic problems that voters are concerned about. And, the House rejected a bipartisan aviation safety bill after the Pentagon abruptly withdrew support. (Image credit: Andrew Caballero-Reynolds)
Trump's State of the Union underplayed the economic problems that voters are concerned about. And, the House rejected a bipartisan aviation safety bill after the Pentagon abruptly withdrew support. (Image credit: Andrew Caballero-Reynolds)
Cyngn ( CYN ) on Wednesday named Ran Makavy to its Board of Directors. He previously held senior leadership roles at Lyft ( LYFT ) and Facebook ( META ) , where he helped expand and grow large technology businesses. Cyngn is expanding commercial deployments and utilization of its autonomous vehicle solutions, and Makavy's experience scaling software platforms and operationalizing growth systems al...
Cyngn ( CYN ) on Wednesday named Ran Makavy to its Board of Directors. He previously held senior leadership roles at Lyft ( LYFT ) and Facebook ( META ) , where he helped expand and grow large technology businesses. Cyngn is expanding commercial deployments and utilization of its autonomous vehicle solutions, and Makavy's experience scaling software platforms and operationalizing growth systems aligns with the company's current stage of execution and expansion, the company said. More on Cyngn Seeking Alpha’s Quant Rating on Cyngn Historical earnings data for Cyngn Financial information for Cyngn
The late actor’s writing was overshadowed by roles in blockbusters. Now, Tristan Fynn-Aiduenu is giving his play about grief the audience it deserves • Don’t get The Long Wave delivered to your inbox? Sign up here Hello and welcome to The Long Wave. Last week I went to watch the play Deep Azure , written by the late actor Chadwick Boseman, at the Sam Wanamaker Playhouse, part of the Globe theatre ...
The late actor’s writing was overshadowed by roles in blockbusters. Now, Tristan Fynn-Aiduenu is giving his play about grief the audience it deserves • Don’t get The Long Wave delivered to your inbox? Sign up here Hello and welcome to The Long Wave. Last week I went to watch the play Deep Azure , written by the late actor Chadwick Boseman, at the Sam Wanamaker Playhouse, part of the Globe theatre in London. It’s a show full of verve, poetry powered by hip-hop, Jacobean verse and beautifully choreographed movement. I spoke to Tristan Fynn-Aiduenu, the play’s director, about the importance of reviving Black work and the responsibility of not only honouring Boseman’s memory but also showcasing the full spectrum of the Black experience globally. First, this week’s news. Continue reading...
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sid...
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sideways after a strong run earlier in the cycle. The gap marks a shift from much of the past two years, when price gains closely tracked, and often anticipated, upgrades to profit forecasts tied to booming demand for artificial intelligence chips. The recent dislocation suggests investors may be reassessing valuation multiples even as analysts lift earnings projections. With the stock still up sharply from late 2022 levels, some portfolio managers point to profit-taking, positioning pressures, and broader market volatility as potential drivers of the pause. The divergence also reflects heightened sensitivity to execution risks, supply constraints, and competition in the AI semiconductor space. For now, earnings momentum remains intact, but the stock’s next move may depend less on upward revisions and more on whether Nvidia can clear an increasingly high bar of expectations. The company will release its fourth-quarter results on Wednesday after the market close. Here is a chart from Goldman Sachs posted by Mike Zaccardi on X: Goldman Sachs More on Nvidia Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Nvidia Q4 Earnings Preview: High Stakes For The AI Standard Bearer Nvidia: What Could Happen On Wednesday? (Earnings Preview) Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber at $8.6B valuation US Commerce Department says Nvidia has not shipped H200 chips to China: report
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sid...
Justin Sullivan/Getty Images News Shares of Nvidia ( NVDA ) have diverged from the trajectory of their earnings expectations lately, raising questions about the durability of the stock’s latest rally, data compiled by Goldman Sachs showed. While consensus forward earnings per share estimates have continued to climb steadily, Nvidia’s share price has struggled to keep pace and has moved largely sideways after a strong run earlier in the cycle. The gap marks a shift from much of the past two years, when price gains closely tracked, and often anticipated, upgrades to profit forecasts tied to booming demand for artificial intelligence chips. The recent dislocation suggests investors may be reassessing valuation multiples even as analysts lift earnings projections. With the stock still up sharply from late 2022 levels, some portfolio managers point to profit-taking, positioning pressures, and broader market volatility as potential drivers of the pause. The divergence also reflects heightened sensitivity to execution risks, supply constraints, and competition in the AI semiconductor space. For now, earnings momentum remains intact, but the stock’s next move may depend less on upward revisions and more on whether Nvidia can clear an increasingly high bar of expectations. The company will release its fourth-quarter results on Wednesday after the market close. Here is a chart from Goldman Sachs posted by Mike Zaccardi on X: Goldman Sachs More on Nvidia Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Nvidia Q4 Earnings Preview: High Stakes For The AI Standard Bearer Nvidia: What Could Happen On Wednesday? (Earnings Preview) Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber at $8.6B valuation US Commerce Department says Nvidia has not shipped H200 chips to China: report
Oppenheimer believes that a sharp recent pullback in Oracle has created an attractive risk-reward balance for investors. The financial institution upgraded the tech old guard to an outperform rating from perform. Oppenheimer also initiated a price target of $185, implying an upside of 27%. Shares of Oracle have slipped 13% over the past 12 months and 25% this year alone, leading to an attractive e...
Oppenheimer believes that a sharp recent pullback in Oracle has created an attractive risk-reward balance for investors. The financial institution upgraded the tech old guard to an outperform rating from perform. Oppenheimer also initiated a price target of $185, implying an upside of 27%. Shares of Oracle have slipped 13% over the past 12 months and 25% this year alone, leading to an attractive entry point, Oppenheimer analyst Brian Schwartz wrote. ORCL 1Y mountain ORCL 1Y chart "While our call may be early, since it will take time for Oracle to show financial success as a more capital-intensive business in future results, we see a favorable risk/reward after the stock's multiples have been cut by more than half since September," he wrote. The analyst called Oracle a "superior earnings per share compounder," which should further "catalyze better investor sentiment and trigger greater appreciation for the stock." In his bull and base cases, he sees Oracle's earnings per share respectively tripling and doubling by fiscal year 2030. The company is also successfully mitigating its risk profile, especially the counterparty concerns tied to OpenAI. Schwarz believes that these risks are easing amid major funding plans and renewed momentum. The analyst added that Oracle's recent capital-raise announcements are expected to support cloud infrastructure growth, which are relatively insulated from artificial intelligence-driven disruption. "Oracle must prove success in transitioning to a capital-intensive business through strong FTM revenue and EPS growth. However, downside at current levels looks more protected than other software companies since the intensity of the risks overhanging ORCL is mitigating, it is relative immune from AI disruption since its non-financials/ERP apps business is only a small portion of the revenue mix, and multiples have already meaningfully compressed," Schwartz said.
(RTTNews) - While reporting financial results for the fourth quarter on Tuesday, Bloomin' Brands, Inc. (BLMN) initiated its earnings and adjusted earnings guidance for the first quarter and for the full-year 2026.
(RTTNews) - While reporting financial results for the fourth quarter on Tuesday, Bloomin' Brands, Inc. (BLMN) initiated its earnings and adjusted earnings guidance for the first quarter and for the full-year 2026.
Some OPEC+ delegates said they expect the group will agree to resume modest production increases when it meets this weekend to review policy for April. The group led by Saudi Arabia and Russia hasn’t yet settled a course of action ahead of its video conference on Sunday, according to three delegates, who asked not to be identified as the talks are private. Escalating risks of conflict between the ...
Some OPEC+ delegates said they expect the group will agree to resume modest production increases when it meets this weekend to review policy for April. The group led by Saudi Arabia and Russia hasn’t yet settled a course of action ahead of its video conference on Sunday, according to three delegates, who asked not to be identified as the talks are private. Escalating risks of conflict between the US and Iran are also clouding the outlook. READ, Feb. 13: Some OPEC+ Nations See Scope to Resume Supply Hikes Nonetheless, with oil demand proving robust and prices up roughly 17% despite widespread expectations of a supply surplus, several officials said they anticipate a series of small hikes to resume in April or reiterated views that there’s scope for this. Some analysts said OPEC+ could add 137,000 barrels a day, in line with the minimal additions made late last year. While prominent forecasters warned of a significant supply glut this year, it hasn’t so far weighed on prices — partly because of the escalating geopolitical risks, but also amid a range of output disruptions spanning from North America to Kazakhstan and Russia. US shale oil giant Diamondback Energy Inc. said on Monday that the “ wave of oversupply ” is being deferred further out in time, a view echoed the following day by Baker Hughes Co., one of the world’s largest oilfield service providers.
Hong Kong is aiming to sharpen its competitive edge as an offshore yuan hub, an asset and wealth management base, and a digital-asset front runner under Financial Secretary Paul Chan Mo-po’s budget released on Wednesday. Market participants largely welcomed Hong Kong’s renewed push to strengthen its position as an international financial centre, after Chan highlighted the city’s unique role in dri...
Hong Kong is aiming to sharpen its competitive edge as an offshore yuan hub, an asset and wealth management base, and a digital-asset front runner under Financial Secretary Paul Chan Mo-po’s budget released on Wednesday. Market participants largely welcomed Hong Kong’s renewed push to strengthen its position as an international financial centre, after Chan highlighted the city’s unique role in driving the yuan’s internationalisation and capital account opening. The initiative comes as Beijing...
The artificial-intelligence frenzy is pushing skeptical traders to search for ways to profit from a potential shakeout. But betting against the stocks that have driven the boom is no trade for the fainthearted, says the Journal's Gregory Zuckerman, ahead of Nvidia's earnings.
The artificial-intelligence frenzy is pushing skeptical traders to search for ways to profit from a potential shakeout. But betting against the stocks that have driven the boom is no trade for the fainthearted, says the Journal's Gregory Zuckerman, ahead of Nvidia's earnings.
US equity futures rally as investors await quarterly results from Nvidia. President Trump delivers his State of the Union address hailing his economic policies. Anthropic loosens its safety policy to keep pace in a rapidly changing AI field. Henrietta Pacquement of Allspring discusses the opportunities in the bond market. (Source: Bloomberg)
US equity futures rally as investors await quarterly results from Nvidia. President Trump delivers his State of the Union address hailing his economic policies. Anthropic loosens its safety policy to keep pace in a rapidly changing AI field. Henrietta Pacquement of Allspring discusses the opportunities in the bond market. (Source: Bloomberg)