Quantum computing's road to mainstream use is long. That means significant gains over the next few years are very possible. If artificial intelligence (AI) is considered the technological revolution of the future, quantum computing might be considered the revolution of far out into the future. If it becomes mainstream, it could create computational power far beyond anything that exists today. But ...
Quantum computing's road to mainstream use is long. That means significant gains over the next few years are very possible. If artificial intelligence (AI) is considered the technological revolution of the future, quantum computing might be considered the revolution of far out into the future. If it becomes mainstream, it could create computational power far beyond anything that exists today. But it's so early in the game that it could be decades until we get to that point. The list of the best quantum computing stocks to invest in today is still very diverse. The concept of investing in future tech, however, is alluring to investors, and that hasn't stopped them from finding ways to invest in quantum computing today. Not surprisingly, there are a limited number of pure quantum plays. Many of the companies getting involved are the same ones that are developing AI infrastructure today. A good quantum exchange-traded fund (ETF) is able to target the companies that are committing time and resources specifically to the technology and not just those developing AI tech more generally. In my opinion, the Defiance Quantum ETF (QTUM 0.35%) does this the best. It's been at it the longest, does a good job of targeting, and has the track record to prove it. Why the Defiance Quantum ETF works This ETF tracks the BlueStar Machine Learning and Quantum Computing index and targets companies developing products and services in this space. According to the index's methodology guide, companies must "have at least 50% of their annual revenues or operating activity from quantum computing-related products or activities" to be selected. The products and services that are related to quantum computing could be the same ones being developed for AI. Because the process involves scouring individual company filings, it has been able to more closely identify quantum-specific activities from others. This is evidenced by the fund's surprisingly low overlap with other artificial intelligence and bro...
Zelensky's Office Quashes False 'Rumors' Of National Election For Spring There are conflicting reports that Ukraine's President Volodymyr Zelensky is actually planning on holding elections in a few months. It all started with this Wednesday FT headline: "Zelenskyy plans spring elections alongside referendum on peace deal after US push." Financial Times as well as the UK Times says that Zelensky is...
Zelensky's Office Quashes False 'Rumors' Of National Election For Spring There are conflicting reports that Ukraine's President Volodymyr Zelensky is actually planning on holding elections in a few months. It all started with this Wednesday FT headline: "Zelenskyy plans spring elections alongside referendum on peace deal after US push." Financial Times as well as the UK Times says that Zelensky is planning to announce a spring election alongside a referendum on any peace deal to end the war with Russia . The votes would be held simultaneously, and the target month would be May, the report claims. Source: UK Parliament "In the face of pressure from the White House, the Ukrainian leader intends to announce the move on February 24, the fourth anniversary of Russia’s invasion, the Financial Times reported on Wednesday," the report says. This is of course in reference to the full-scale Russian invasion of 2022, as the war is entering its fifth year. But not all sources are in agreement as to Zelensky's election plans. So far he has resisted Trump admin pressure to announce an election, citing lack of security across the country to ensure a fair and smooth voting process. A key stipulation pushed by Zelensky is that Russia would have to agree to a temporary ceasefire for the vote to proceed, and this scenario is very unlikely at this point in the conflict. The pushback against the initial FT report comes from local Ukrainian media . In this particular case it is probably the more accurate report : As of now, President Volodymyr Zelensky does not plan to announce presidential elections or a referendum on a possible peace deal with Russia on Feb. 24 , a source in the President's Office familiar with the matter told the Kyiv Independent on Feb. 11. The comment came after the Financial Times reported that Kyiv was preparing to hold both votes this spring and that Zelensky could unveil the plan on the fourth anniversary of Russia's full-scale invasion. So Zelensky's office its...
Iran’s president insisted his country was not seeking a nuclear weapon as he acknowledged “great sorrow” after the authorities’ recent crackdown on protesters. Speaking to crowds gathered across Iran to mark the anniversary of the 1979 revolution, Masoud Pezeshkian sought to claim a message of national unity after demonstrations that roiled the country and triggered an unprecedented crisis for the...
Iran’s president insisted his country was not seeking a nuclear weapon as he acknowledged “great sorrow” after the authorities’ recent crackdown on protesters. Speaking to crowds gathered across Iran to mark the anniversary of the 1979 revolution, Masoud Pezeshkian sought to claim a message of national unity after demonstrations that roiled the country and triggered an unprecedented crisis for the regime. The comments were made against a backdrop of negotiations with the US that hang in the balance, with the prospect of a military confrontation on the table and repeated claims by Iranian military leadership that it is ready to confront and defeat America. On Tuesday, Donald Trump said he was considering sending a second aircraft carrier strike group to the Middle East to prepare for military action if talks with Tehran fail. Pezeshkian said Iran was willing to negotiate over its nuclear programme and was “ready for any kind of verification” in relation to its insistence it is not trying to build nuclear weapons. However, the United Nations’ nuclear watchdog, the International Atomic Energy Agency, has been unable for months to inspect and verify Iran’s nuclear stockpile. Pezeshkian said: “The high wall of mistrust that the United States and Europe have created through their past statements and actions does not allow these talks to reach a conclusion. View image in fullscreen Masoud Pezeshkian did not directly address the protests that rocked the country at the beginning of the year but said authorities were ‘ready to hear the voice of the people’. Photograph: Iran’s Presidential website/WANA/Reuters “At the same time, we are engaging with full determination in dialogue aimed at peace and stability in the region alongside our neighbouring countries.” While he did not directly address the violent bloodshed by authorities in suppressing the protests, Pezeshkian said: “We are ashamed before the people. We are obliged to serve all those who were harmed in this process. W...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8 a.m. ET CALL PARTICIPANTS Chair — Gordon Hardie Chief Financial Officer — John Haudrich Senior Vice President, Investor Relations — Christopher Manuel Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- Net sales for O-I Glass OI 4.82% ) -- Net sales for Volume -- Global shipments in tons were down 2.5%,...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8 a.m. ET CALL PARTICIPANTS Chair — Gordon Hardie Chief Financial Officer — John Haudrich Senior Vice President, Investor Relations — Christopher Manuel Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- Net sales for O-I Glass OI 4.82% ) -- Net sales for Volume -- Global shipments in tons were down 2.5%, with a 10% volume decline in The Americas, affected mainly by beer and spirits, while food and NAB (non-alcoholic beverages) were more stable. -- Global shipments in tons were down 2.5%, with a 10% volume decline in The Americas, affected mainly by beer and spirits, while food and NAB (non-alcoholic beverages) were more stable. Product Mix Shift -- Shipments by units were down only 1.5%, reflecting a strategic move to lighter weight and smaller format bottles; mix shifted about 1% toward higher margin categories. -- Shipments by units were down only 1.5%, reflecting a strategic move to lighter weight and smaller format bottles; mix shifted about 1% toward higher margin categories. Fit to Win Benefits -- The initiative delivered $300 million of savings during 2025, exceeding the original target, with cumulative three-year savings target raised to at least $750 million. -- The initiative delivered $300 million of savings during 2025, exceeding the original target, with cumulative three-year savings target raised to at least $750 million. Adjusted EBITDA -- Rose 11% year over year with margin expansion of 220 basis points, more than offsetting modest net price and volume pressure. -- Rose 11% year over year with margin expansion of 220 basis points, more than offsetting modest net price and volume pressure. Fourth Quarter Adjusted Earnings -- Improved from net loss to $0.20 per share, attributed to "strong Fit to Win benefits, higher production levels, and a lower effective tax rate." -- Improved from net loss to $0.20 per share, attributed to "strong Fit to Win benefits, hig...
Asked about Downing Street's claim that there is "no established precedent" for withdrawing a peerage nomination, a House of Lords spokesperson said: "We cannot comment on specific confidential advice given by Parliamentary Officials. However our understanding is that under the Life Peerages Act 1958 a peerage is created when the letters patent are sealed."
Asked about Downing Street's claim that there is "no established precedent" for withdrawing a peerage nomination, a House of Lords spokesperson said: "We cannot comment on specific confidential advice given by Parliamentary Officials. However our understanding is that under the Life Peerages Act 1958 a peerage is created when the letters patent are sealed."
Image source: The Motley Fool. Wednesday, February 11, 2026 at 9 a.m. ET Call participants President & Chief Executive Officer — Christopher Nassetta Chief Financial Officer & President, Global Development — Kevin Jacobs Need a quote from a Motley Fool analyst? Email [email protected] Takeaways System-wide RevPAR Growth -- Increased 0.5% year over year, driven by EMEA strength and offset by softer...
Image source: The Motley Fool. Wednesday, February 11, 2026 at 9 a.m. ET Call participants President & Chief Executive Officer — Christopher Nassetta Chief Financial Officer & President, Global Development — Kevin Jacobs Need a quote from a Motley Fool analyst? Email [email protected] Takeaways System-wide RevPAR Growth -- Increased 0.5% year over year, driven by EMEA strength and offset by softer U.S. government demand and weaker international inbound to the U.S. -- Increased 0.5% year over year, driven by EMEA strength and offset by softer U.S. government demand and weaker international inbound to the U.S. Adjusted EBITDA -- Reached $946 million in the quarter, up 10% from the prior year, and exceeded the high end of the company's guidance range. -- Reached $946 million in the quarter, up 10% from the prior year, and exceeded the high end of the company's guidance range. Full-year Adjusted EBITDA -- Set a record at $3.7 billion, representing 9% growth year over year. -- Set a record at $3.7 billion, representing 9% growth year over year. Management and Franchise Fees -- Rose 7.4% year over year in the quarter. -- Rose 7.4% year over year in the quarter. Net Unit Growth -- Delivered 6.7% for the full year, marked by 100,000 new rooms and nearly 200 hotels added in the quarter. -- Delivered 6.7% for the full year, marked by 100,000 new rooms and nearly 200 hotels added in the quarter. System-wide RevPAR by Segment -- Leisure transient RevPAR rose 2.3%, business transient RevPAR declined 2.1%, and group RevPAR grew 2.6% in the quarter. -- Leisure transient RevPAR rose 2.3%, business transient RevPAR declined 2.1%, and group RevPAR grew 2.6% in the quarter. Regional Performance -- U.S. comparable RevPAR declined 1%, EMEA increased 5.3%, Middle East and Africa rose 15.9%, The Americas (excluding U.S.) advanced 3.8%, and APAC ex-China grew 9.2% for the quarter; RevPAR in China fell 1.4%. -- U.S. comparable RevPAR declined 1%, EMEA increased 5.3%, Middle East and Africa ...
juststock/iStock via Getty Images China's National Medical Products Administration has approved Eli Lilly's ( LLY ) mirikizumab for the treatment of Crohn's disease and ulcerative colitis. The drug will be sold in the country under the name Antrol. Mirikizumab was approved in the US in 2023 and is sold under the name Omvoh. Mirikizumab works by targeting the p19 subunit of the inflammatory cytokin...
juststock/iStock via Getty Images China's National Medical Products Administration has approved Eli Lilly's ( LLY ) mirikizumab for the treatment of Crohn's disease and ulcerative colitis. The drug will be sold in the country under the name Antrol. Mirikizumab was approved in the US in 2023 and is sold under the name Omvoh. Mirikizumab works by targeting the p19 subunit of the inflammatory cytokine IL-23. Approval was based on the results of two phase 3 trials, VIVID-1 for Crohn's and LUCENT for ulcerative colitis. Lilly noted that based on Chinese epidemiological data, the prevalence of Crohn's in the country is 3.39 cases per 100,000 people, and for ulcerative colitis, 17.24 cases per 100,000 people. More on Eli Lilly Eli Lilly: Positives Outweigh The Concerns Eli Lilly and Company 2025 Q4 - Results - Earnings Call Presentation Eli Lilly and Company (LLY) Q4 2025 Earnings Call Transcript Hengrui, Kailera phase 2 obesity pill results could pressure Eli Lilly's orforglipron Eli Lilly to buy Orna Therapeutics for up to $2.4B in cash
alexsl/iStock via Getty Images Today we check back in on the Schwab US Dividend Equity ETF™ ( SCHD ). We have cited this name as a buy a few times in the low and mid $20s. The suggestion for this ETF to have a role in a diversified portfolio has been met with some surprising and, in some cases, borderline unreasonable criticism. Most notably, that it was a terrible underperformer the last year plu...
alexsl/iStock via Getty Images Today we check back in on the Schwab US Dividend Equity ETF™ ( SCHD ). We have cited this name as a buy a few times in the low and mid $20s. The suggestion for this ETF to have a role in a diversified portfolio has been met with some surprising and, in some cases, borderline unreasonable criticism. Most notably, that it was a terrible underperformer the last year plus. Yet over time, the returns are quite positive and, for the most part, kept pace with the broader market until the AI boom of 2024 and 2025. But something interesting has happened. The chronic underperformer is now performing well. And in fact, it is significantly outperforming in the last few weeks. In this column we discuss why that is and our quarterly update on the name ahead of the annual reconstitution this spring. Data by YCharts Well, isn't that peculiar? Another telling chart. This time, however, the ETF that so many bears have criticized is suddenly crushing the market. Why is that? Well, at the most basic level, it is because tech has finally taken a breather. And considering how much tech makes up the SP500 and the weightings, since it has been relatively sideways, so has the market. But something deeper is taking place. As our service leader noted in his weekly and very popular weekend series " Thoughts on the Market , " (this link is paywalled but is here as a reference to what we will quote), it is a huge rotation: Now, back to the Dow highlights, as that hits new records, the S&P 500 can't get above 7k and the NASDAQ is still a good chunk off highs. The Dow is the only one of the major averages to close out a winning week, however. The Nasdaq Composite (was) down 1.8% (last) week, and off 0.9% this year. What does this mean? It means a large rotation inside the stock market has been underway . This is why our ideas range across sectors, and many of our profit taking has been in diverse sectors benefitting. At the same time, we are nibbling into some select...
Voestalpine AG press release ( VLPNF ): 9-month GAAP EPS of € 1.49. Revenue of € 11.1B (-5.1% Y/Y). More on Voestalpine AG Voestalpine AG 2026 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Voestalpine AG Historical earnings data for Voestalpine AG Dividend scorecard for Voestalpine AG Financial information for Voestalpine AG
Voestalpine AG press release ( VLPNF ): 9-month GAAP EPS of € 1.49. Revenue of € 11.1B (-5.1% Y/Y). More on Voestalpine AG Voestalpine AG 2026 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Voestalpine AG Historical earnings data for Voestalpine AG Dividend scorecard for Voestalpine AG Financial information for Voestalpine AG
Wall Street's major averages seesawed on Wednesday before they turned red, as investors received the January nonfarm payroll report, which came in significantly higher than expected. Treasury yields spiked to the upside. The benchmark S&P 500 ( SP500 ) was last -0.1% in late morning trade, while the Nasdaq Composite ( COMP:IND ) was -0.4%, and the blue-chip Dow ( DJI ) was -0.2%. Over in the bond ...
Wall Street's major averages seesawed on Wednesday before they turned red, as investors received the January nonfarm payroll report, which came in significantly higher than expected. Treasury yields spiked to the upside. The benchmark S&P 500 ( SP500 ) was last -0.1% in late morning trade, while the Nasdaq Composite ( COMP:IND ) was -0.4%, and the blue-chip Dow ( DJI ) was -0.2%. Over in the bond market, yields were significantly higher after the jobs report. The 10-year Treasury yield ( US10Y ) was 4 basis points higher at 4.19%, while the 2-year yield ( US2Y ) rose 7 basis points to 3.53%. The nonfarm payrolls growth shocked to the upside in January while unemployment slipped to 4.3%. “Payrolls rose at an above-trend pace due to mild weather in early January and an erratic-looking jump in healthcare jobs. It's premature to conclude the labor market has turned a corner given the absence of a shift in reliable survey indicators of labor demand,” said Samuel Tombs, chief U.S. economist at Pantheon Macroeconomics. Most of the employment growth was concentrated in private education and healthcare, which added 773,000 jobs since January 2025, while the rest of the economy saw a decline of 414,000 jobs. “The U.S. job market is very unbalanced right now. One sector more than accounts for all jobs’ growth over the past year. The rest of the economy is shedding jobs,” said Justin Wolfers, professor at the University of Michigan’s Gerald R. Ford School of Public Policy, and Senior Fellow at the Peterson Institute for International Economics. Among Wednesday's top gainers were Sandisk ( SNDK ) +7.2% and Generac ( GNRC ) +12.5%, which is seeing momentum in data center demand and a strong 2026 outlook, even after it missed Q4 earnings estimates. The top decliners included Robinhood Markets ( HOOD ) -12.5%, as the investing platform reported disappointing revenues in crypto, and Moderna ( MRNA ) -11.9%, after the pharmaceutical giant said the FDA will not initiate a review of th...
mapo/iStock via Getty Images Subadvisor (since 05/23/2019): Cedar Street Asset Management LLC Portfolio Manager(s): Jonathan Brodsky Waldemar Mozes Benchmark 1 Name: MSCI EAFE Small Cap (ND) Index Investment Philosophy: The Harbor International Small Cap Fund ( HAISX ) invests primarily in equity securities, principally common and preferred stocks, of foreign companies. Under normal market conditi...
mapo/iStock via Getty Images Subadvisor (since 05/23/2019): Cedar Street Asset Management LLC Portfolio Manager(s): Jonathan Brodsky Waldemar Mozes Benchmark 1 Name: MSCI EAFE Small Cap (ND) Index Investment Philosophy: The Harbor International Small Cap Fund ( HAISX ) invests primarily in equity securities, principally common and preferred stocks, of foreign companies. Under normal market conditions, the Fund invests at least 80% of its net assets, plus borrowings for investment purposes, in the securities of small-cap companies. The Fund utilizes a fundamental and qualitative approach to value investing, which includes cross-disciplinary and language capabilities. Performance Average Annual Returns Share Class Ticker CUSIP 3 Months YTD 1 Yr. 3 Yr. 5 Yr. 10 Yr. Since Inception Inception Date Net Expense Ratio % Gross Expense Ratio % Institutional HAISX 411512569 1.87% 24.76% 24.76% 10.57% 7.74% N/A 8.51% 02/01/16 0.90 1.04 Investor HIISX 411512544 1.80% 24.34% 24.34% 10.20% 7.37% N/A 8.11% 02/01/16 1.25 1.39 Retirement HNISX 411512536 1.89% 24.90% 24.90% 10.66% 7.82% N/A 8.58% 02/01/16 0.82 0.96 MSCI EAFE Small Cap (ND) Index 2.68% 31.83% 31.83% 14.95% 5.62% N/A 8.30% 02/01/16 The Fund’s returns achieved during certain periods shown were unusual and an investor should not expect such performance to be sustained. Click to enlarge Manager Commentary “Even the AI theme seems to have broadened to semiconductor manufacturing in Japan and data center infrastructure in Europe and Asia, not just the U.S.’ Mag 7.” Cedar Street Asset Management Market in Review The most significant macro level factor driving global equity markets during the fourth quarter of 2025 was the continued broad easing of monetary policy by major developed market central banks. In the U.S., the Federal Reserve cut its benchmark rate in December to 3.75%, while major central banks in Canada, the U.K., the E.U., and other major European countries either cut or held rates steady during the quarter. The ...
Palantir PLTR has grown far beyond its early image as a government-focused analytics firm. It has steadily built itself into a broader enterprise AI player with increasing commercial relevance. Platforms like Foundry, Gotham, and its newer AI offerings are designed to help organizations pull together scattered data, streamline operations and actually use information to make better decisions. What ...
Palantir PLTR has grown far beyond its early image as a government-focused analytics firm. It has steadily built itself into a broader enterprise AI player with increasing commercial relevance. Platforms like Foundry, Gotham, and its newer AI offerings are designed to help organizations pull together scattered data, streamline operations and actually use information to make better decisions. What stands out is that Palantir doesn’t just organize data; it helps institutions act on it. That practical edge is why its software is used in areas ranging from defense coordination to complex industrial operations. One of its biggest advantages is the depth of its public-sector relationships. Long-term contracts provide stability and credibility, something many fast-growing tech companies lack. At the same time, traction is strong in the commercial segment as more companies shift from testing AI tools to deploying them at scale. Palantir’s platform structure allows clients to expand usage across teams, which naturally increases retention and long-term value. Still, let’s remain mindful of the risks. The stock often reflects high expectations, and growth slowdowns or margin pressure could lead to sharp swings. Competition is also intensifying as major cloud providers and niche AI firms step up their offerings. Ultimately, sustained execution will determine whether Palantir can convert innovation into steady, diversified growth. Relevant U.S.-Listed Peers Snowflake SNOW operates a cloud-native data platform that enables organizations to store, process, and analyze large datasets across multiple environments. Snowflake emphasizes scalability and cross-cloud compatibility, positioning itself as a neutral data layer. Unlike Palantir’s application-heavy approach, Snowflake focuses more on infrastructure and analytics flexibility, making it a foundational data partner for enterprises pursuing AI initiatives. C3.ai AI develops enterprise AI applications tailored to sectors such as e...
(RTTNews) - Biofrontera Inc. (BFRI) said the U.S. Food and Drug Administration has accepted for filing its supplemental New Drug Application for Ameluz topical gel in combination with the RhodoLED red-light lamp for the treatment of superficial basal cell carcinoma or sBCC. The FDA identified no filing deficiencies and assigned a Prescription Drug User Fee Act or PDUFA target action date of Septem...
(RTTNews) - Biofrontera Inc. (BFRI) said the U.S. Food and Drug Administration has accepted for filing its supplemental New Drug Application for Ameluz topical gel in combination with the RhodoLED red-light lamp for the treatment of superficial basal cell carcinoma or sBCC. The FDA identified no filing deficiencies and assigned a Prescription Drug User Fee Act or PDUFA target action date of September 28, 2026. If approved, the new indication would mark a significant expansion of the Ameluz photodynamic therapy platform beyond its current approval for treating actinic keratosis. The therapy combines Ameluz's nanoemulsion technology with red-light illumination designed to penetrate deeper into tissue, enabling treatment of lesions extending into deeper skin layers. Basal cell carcinoma is the most common cancer in the United States, with roughly 3.6 million cases diagnosed annually. Estimates indicate that about 10% to 25% of cases are of the superficial subtype. Current treatments often rely on surgical or destructive approaches, which may not be suitable for all patients. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Morsa Images/DigitalVision via Getty Images The short-lived government shutdown enabled market observers and investors to focus more time on a wave of tech earnings and the associated philosophical discussions around AI-based CAPEX spending . The time spent away from the macro data certainly wasn’t uneventful. Fears over the impacts of AI on individual business units have sent software, payment pr...
Morsa Images/DigitalVision via Getty Images The short-lived government shutdown enabled market observers and investors to focus more time on a wave of tech earnings and the associated philosophical discussions around AI-based CAPEX spending . The time spent away from the macro data certainly wasn’t uneventful. Fears over the impacts of AI on individual business units have sent software, payment processors, and the chip companies themselves into a whirlwind of volatility. Today’s release of the January jobs report , then, marks a return to normal programming in one sense. Ahead of the release, the volatility hasn’t been limited to the tech-heavy Nasdaq Composite ( NDX ). Given the weighting of the largest players on major indexes, the S&P 500 ( SPY ) and Dow Jones Industrial Average ( DJI ) both experienced swings to begin the February trading month. The DJI, however, has performed relatively better , given the rotation seen into more blue-chip, industrial-based stocks. Seeking Alpha - 1MTH Performance Of DJI Compared To SP500 & NDX I believe the January jobs report was a positive breath of fresh air, with gains landing above expectations and the unemployment rate remaining stable. With regards to the Federal Reserve ("Fed"), I don’t necessarily believe today’s data will materially impact the current trajectory, at least through the first half of the year. Here’s what else you need to know about the January jobs report. What Sectors Added Jobs In January? January's report showed employers adding 130,000 jobs during the month, above the 55,000 jobs expected to be added. The release was also accompanied by relatively minor revisions to the November and December data, totaling 17K to the downward end. Within the month, job growth continued to be concentrated in the familiar sectors of health care, social assistance, and construction. Gains in health care were about 60% of the total gains during the month, with 82,000 jobs added. The gains in the sector were also notably...
Liudmila Chernetska/iStock via Getty Images SSR Mining Inc. ( SSRM ) is a mid-tier precious metals mining company that produces gold and silver, with additional exposure to base metals, from operations in the United States, Canada, Argentina, and Turkey. The company earns revenue by extracting and selling these metals into global commodity markets, and its performance is closely tied to metal pric...
Liudmila Chernetska/iStock via Getty Images SSR Mining Inc. ( SSRM ) is a mid-tier precious metals mining company that produces gold and silver, with additional exposure to base metals, from operations in the United States, Canada, Argentina, and Turkey. The company earns revenue by extracting and selling these metals into global commodity markets, and its performance is closely tied to metal prices, production volumes, and operating costs. SSRM operates several established mines, including Marigold in Nevada and Seabee in Canada, and has expanded its scale recently through acquisitions and development projects, notably increasing its gold production profile. Seeking Alpha I gave the stock a buy rating back in August, which has resulted in a 53% return since that time. SSRM is now up 12% in February alone, with Q4 earnings reporting soon. Even with the appreciation, I am still giving this stock another buy rating. SSRM offers strong near-term upside due to its high operating leverage to gold prices, which remain elevated, alongside a low forward valuation that implies the market is underestimating earnings power as cash flow ramps. Internal production has remained solid, even with a few headwinds that have occurred, while acquisitional growth is synergizing seamlessly. Metals High, Costs Stable Gold remains about 70% of revenue for SSRM, with silver comprising the majority of the remainder. Silver has had a recent pullback, but the precious metals are still seeing spot prices that tower over where they sat just about two years ago. Heightened geopolitical risk, trade tension, and expectations of further Federal Reserve rate cuts are the clear leading factors to what has arguably been the greatest bull run in gold and silver history. There is no indication that this run is near ending, and either way, the currently inflated metal prices are just a clear-cut path to greater revenue for SSRM. The gap in prices that SSRM can sell into the global commodity market, versus...
Investors in artificial intelligence (AI) stocks have closely followed one stock quarter after quarter: Nvidia (NASDAQ: NVDA) . That's because the company has built an AI chip empire and, over the past few years, has proven its ability to stay on top. Nvidia has been generating record earnings thanks to this market position, and as investors piled into the stock, it even became the world's biggest...
Investors in artificial intelligence (AI) stocks have closely followed one stock quarter after quarter: Nvidia (NASDAQ: NVDA) . That's because the company has built an AI chip empire and, over the past few years, has proven its ability to stay on top. Nvidia has been generating record earnings thanks to this market position, and as investors piled into the stock, it even became the world's biggest company -- market capitalization roared past $4 trillion last year. So, it's not surprising that investors watch for any news from Nvidia that may signal what's to come. Analysts predict the AI market will reach into the trillions of dollars in just a few years, and companies from Alphabet to Amazon recently announced increased spending on AI infrastructure. Still, some investors worry about the risk that spending may outpace demand -- and that certain stocks may not be able to live up to expectations, especially considering their valuations. All of this means investors are likely to focus on something happening on Feb. 25. Will Nvidia stock soar after that moment? The evidence is piling up, and here's what it shows. Continue reading
Eli Lilly is priced for perfection thanks to its GLP-1 drugs, while Wall Street seems to have forgotten about these two high-yield healthcare stocks. There are almost always some companies doing well, even when competitors in the same industry are sinking. Right now, investor enthusiasm has GLP-1 weight loss drug leader Eli Lilly (LLY 0.17%) riding high, with a lofty price-to-earnings ratio of 46....
Eli Lilly is priced for perfection thanks to its GLP-1 drugs, while Wall Street seems to have forgotten about these two high-yield healthcare stocks. There are almost always some companies doing well, even when competitors in the same industry are sinking. Right now, investor enthusiasm has GLP-1 weight loss drug leader Eli Lilly (LLY 0.17%) riding high, with a lofty price-to-earnings ratio of 46. Its dividend yield is a tiny 0.6%(in part, because of its strong share-price performance). The sinking shares of competitors Novo Nordisk (NVO 1.67%) and Pfizer (PFE +0.49%) will be much more attractive if you are a contrarian, have a value bias, or are a dividend lover. Here's what you need to know. Novo Nordisk is the second fiddle Eli Lilly's 2025 revenue was supercharged by its Mounjaro (for diabetes) and Zepbound (for weight loss) GLP-1 drugs. Mounjaro's sales rose 99% in 2025, while Zepbound's sales jumped 175%. By comparison, Novo Nordisk's obesity drugs only experienced growth of 31% in 2025. Most people would consider 31% growth a strong showing, but when you compare it to Eli Lilly, it appears rather paltry. Worse, Novo Nordisk is warning that a pricing agreement with the U.S. government will lead to weak financial results in 2026. Investors have pummeled the stock price, which is down 66% since mid-2024. This could be a buying opportunity for long-term value investors. Notably, the P/E ratio is 13, and the 3.9% dividend yield is well covered, given the 40% payout ratio. The big story, however, is Novo Nordisk's newly introduced GLP-1 pill, which could greatly expand the number of consumers willing to use the company's weight loss medication. The company expects improved performance in 2027. Pfizer is playing catch-up Pfizer's internally generated GLP-1 drug candidate was unsuccessful. The company is attempting to catch up to Eli Lilly and Novo Nordisk via partnerships and acquisitions. However, Pfizer has a long and successful history of innovation. It may not b...