Last year, the S&P 500 declined 19% from its February highs to its late April lows. A wild rally took it higher for the balance of 2025, and it closed up 17% for the year. From a market risk perspective, most of the decline was attributable to a single event. This was the Donald Trump ... A Big Correction Would Cost Dow 10,000 Points
Last year, the S&P 500 declined 19% from its February highs to its late April lows. A wild rally took it higher for the balance of 2025, and it closed up 17% for the year. From a market risk perspective, most of the decline was attributable to a single event. This was the Donald Trump ... A Big Correction Would Cost Dow 10,000 Points
The semiconductor industry had a robust 2025, with sales skyrocketing on continued demand fueled by enthusiasm surrounding artificial intelligence (AI), especially generative AI. Tech stocks — led by AI-driven companies and semiconductor makers — have been a major force lifting the broader market. A continued wave of AI investment in 2025 and this year shows that investors remain confident about t...
The semiconductor industry had a robust 2025, with sales skyrocketing on continued demand fueled by enthusiasm surrounding artificial intelligence (AI), especially generative AI. Tech stocks — led by AI-driven companies and semiconductor makers — have been a major force lifting the broader market. A continued wave of AI investment in 2025 and this year shows that investors remain confident about the long-term profit potential of these stocks. Given this scenario, it would be ideal to invest in semiconductor stocks, such as Analog Devices ADI, Silicon Laboratories Inc. SLAB, Taiwan Semiconductor Manufacturing Company Limited TSM and ASML Holding N.V. ASML, which have a great potential for growth this year. Semiconductor Sales Continue to Soar Semiconductor sales totaled $791.7 billion in 2025, a solid year-over-year jump of 25.6% from $630.5 billion, the Semiconductor Industry Association (“SIA”) reported last week. Sales in the fourth quarter of 2025 totaled $236.6 billion, up 37.1% year over year and 13.6% sequentially. Also, global sales of semiconductors jumped to $78.9 billion in December, increasing 2.7% sequentially. Sales were primarily driven by robust demand for logic and memory products. Sales of logic products surged to $301.9 billion in 2025, up 39.9%, while memory products totaled $223.1 billion, increasing 34.8% year over year. John Neuffer, SIA president and CEO, said, “The global semiconductor industry posted its highest-ever annual sales in 2025, nearly hitting $800 billion, and global sales in 2026 are projected to reach roughly $1 trillion.” Microchips have been playing a key role in almost all modern and emerging technologies, such as IoT, 6G and AI. Also, demand in the auto industry has been driving sales. The AI sector is still huge and largely untapped, pushing major tech companies to pour billions into the space. Specialized AI chips have become essential as their use expands from advanced data centers to everyday consumer devices. At the sam...
magicmine/iStock via Getty Images Spero Therapeutics, Inc. ( SPRO ) is a biopharmaceutical company that develops tebipenem HBr (Tebi). This is an investigational oral carbapenem for complicated urinary tract infection (cUTI), including pyelonephritis. Their Phase 3 trial (PIVOT-PO) met its primary endpoint and was stopped early after a planned interim analysis. The favorable data supported Tebi's ...
magicmine/iStock via Getty Images Spero Therapeutics, Inc. ( SPRO ) is a biopharmaceutical company that develops tebipenem HBr (Tebi). This is an investigational oral carbapenem for complicated urinary tract infection (cUTI), including pyelonephritis. Their Phase 3 trial (PIVOT-PO) met its primary endpoint and was stopped early after a planned interim analysis. The favorable data supported Tebi's NDA submission. Now, if the FDA approves this oral antibiotic, it could reduce hospitalization and IV infusion burden, benefiting a large patient population. Plus, SPRO now intends to commercialize its asset through a partnership with GSK plc ( GSK ). So, on balance, I feel it's a good time to lean bullish on SPRO at these levels. MDR Bacterial Infections Spero Therapeutics, Inc. is a clinical-stage biopharmaceutical company working on therapies for multidrug-resistant (MDR) bacterial infections. They were founded back in 2013 and are currently headquartered in Cambridge, Massachusetts. Interestingly, their pipeline includes tebipenem HBr (Tebi) for complicated urinary tract infection (cUTI), including pyelonephritis. In my view, this asset class has great potential, generally speaking, but when you also consider SPRO's current regulatory progress, it makes the stock worth looking into. Source: Corporate Presentation - November 2025 As a quick overview, cUTIs are urinary tract infections that happen in a patient with a functional or anatomical abnormality of the urinary tract or in situations like catheterization. In those cases, pyelonephritis is an infection that can reach patients' kidneys and is considered a subset of cUTIs, even if there isn't an obvious underlying structural abnormality. With that in mind, SPRO's Tebi is potentially the first oral carbapenem for cUTI. You see, carbapenems are a powerful class of antibiotics, often used for serious infections, including resistant Gram-negative infections. Currently, the major carbapenems used for cUTI are intravenous (...
bluestocking/E+ via Getty Images Q4 2025 Market Review The Davenport Insider Buying Fund ( DBUYX ) increased 3.18% during the fourth quarter compared to a 2.66% gain in the S&P 500® Index. For the full year, DBUYX increased 4.26%, which lagged the 17.88% gain in the S&P 500. 2025 turned out to be very similar to 2024 in that the market was once again led by the “Large Growth” size/style box. Addit...
bluestocking/E+ via Getty Images Q4 2025 Market Review The Davenport Insider Buying Fund ( DBUYX ) increased 3.18% during the fourth quarter compared to a 2.66% gain in the S&P 500® Index. For the full year, DBUYX increased 4.26%, which lagged the 17.88% gain in the S&P 500. 2025 turned out to be very similar to 2024 in that the market was once again led by the “Large Growth” size/style box. Additionally, Communication Services and Technology were at the top of the sector leaderboard for the third year in a row. As we’ve written about ad nauseum, the Fund is underweight these areas due to lack of insider buying activity. That said, during the fourth quarter, we were encouraged by the Fund’s outperformance in a market where returns broadened (“value” outperformed “growth” during the quarter). Fund Update Contributors: The Fund’s top contributors during the fourth quarter were Eli Lilly and Co ( LLY ), Applied Materials Inc. ( AMAT ), and Align Technology Inc. ( ALGN ). Lilly shares surged over 40% during the quarter as the company posted strong results as it maintains the dominant franchise in GLP-1 weight loss drugs. Focus has now shifted to the launch of LLY’s oral GLP-1 in 1H2026 and we continue to be optimistic about the outlook for the company, though we are also cognizant of its >30x P/E multiple and reduced our position size into strength. Applied Materials rallied on the back of significant demand for memory chips (likely driving demand for AMAT’s semiconductor capital equipment) as many companies continue to build out data centers to run artificial intelligence programs. With the stock close to 30x P/E, we also reduced our position in AMAT. Shares of ALGN have been a major laggard for the Fund but enjoyed a nice fourth quarter as the company delivered a surprise earnings beat amid significantly depressed investor confidence. A smaller position in the Fund, we continue to believe ALGN is materially undervalued and are encouraged by the CEO’s insider purchase....
In early February 2026, Oracle detailed plans to raise US$45.00–US$50.00 billion through a mix of debt and equity to expand its cloud infrastructure, while simultaneously rolling out new AI agents and manufacturing features across its Fusion Cloud and deepening healthcare and life sciences integrations on Oracle Cloud Infrastructure. These moves tie Oracle more tightly to AI-heavy customers such a...
In early February 2026, Oracle detailed plans to raise US$45.00–US$50.00 billion through a mix of debt and equity to expand its cloud infrastructure, while simultaneously rolling out new AI agents and manufacturing features across its Fusion Cloud and deepening healthcare and life sciences integrations on Oracle Cloud Infrastructure. These moves tie Oracle more tightly to AI-heavy customers such as OpenAI, TikTok, and major life sciences and healthcare providers, while materially increasing its funding needs and balance sheet commitments to support large‑scale AI and cloud workloads. Against this backdrop, we'll examine how D.A. Davidson's OpenAI-focused upgrade and Oracle's aggressive cloud buildout affect its AI-led investment narrative. The future of work is here. Discover the leading the charge in AI-driven automation and industrial transformation. Advertisement Oracle Investment Narrative Recap To own Oracle here, you need to believe its massive AI and cloud buildout will turn a US$523 billion backlog into durable, profitable revenue, while its heavy funding plan of US$45.00–US$50.00 billion does not overwhelm the balance sheet. The short term catalyst is execution on AI infrastructure for customers like OpenAI and TikTok; the biggest risk is that this demand or cash conversion disappoints. Recent AI and healthcare announcements support the AI narrative but do not materially change those core risks. Among the latest developments, Oracle’s new AI agents embedded across Fusion Cloud Supply Chain & Manufacturing and Customer Experience are most relevant. They reinforce the thesis that Oracle is trying to make its applications “AI native,” which could deepen customer stickiness and help justify its cloud and data center expansion. If these embedded AI capabilities drive higher usage of Oracle Cloud Infrastructure, they may indirectly support the very CapEx ramp that is worrying some investors today. Yet despite the excitement around AI, investors should not ignore ...
In this podcast, Motley Fool contributors Travis Hoium and Lou Whiteman and analyst Emily Flippen discuss: SpaceX and xAI's merger. Big tech earnings. Dumpster diving in SaaS. Google's Chrome update. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Will AI create the world's first ...
In this podcast, Motley Fool contributors Travis Hoium and Lou Whiteman and analyst Emily Flippen discuss: SpaceX and xAI's merger. Big tech earnings. Dumpster diving in SaaS. Google's Chrome update. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. 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 » A full transcript is below. Don’t miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this. On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $492,911 !* if you invested $1,000 when we doubled down in 2009, !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $52,292 !* if you invested $1,000 when we doubled down in 2008, !* Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $439,362!* Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon. See the 3 stocks » *Stock Advisor returns as of February 11, 2026. This podcast was recorded on Jan. 30, 2026. Travis Hoium: Is Elon Musk going to make SpaceX, Tesla, and xAI a super-company? Motley Fool Money starts down. Everybody needs money. That's why they call it money. From Fool Global headquarters. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Travis Hoium, ...
Netflix (NASDAQ: NFLX) opened 2026 with a prediction that it would crush the S&P 500 through 2030. Six weeks later, the stock has fallen 12.32% year-to-date to $82.21, underperforming the broader market by roughly 13 percentage points. This disconnect reflects questions about whether streaming’s growth trajectory remains intact. The Bear Case: Structural Headwinds Mount Netflix’s ... Is Netflix’s ...
Netflix (NASDAQ: NFLX) opened 2026 with a prediction that it would crush the S&P 500 through 2030. Six weeks later, the stock has fallen 12.32% year-to-date to $82.21, underperforming the broader market by roughly 13 percentage points. This disconnect reflects questions about whether streaming’s growth trajectory remains intact. The Bear Case: Structural Headwinds Mount Netflix’s ... Is Netflix’s 10% Dip a Buying Opportunity or a Warning Sign?
Juanmonino/iStock Unreleased via Getty Images Kraft Heinz’s ( KHC ) fourth quarter results reflected higher commodity costs and targeted price increases that undermined sales in certain categories, resulting in a significant erosion in the company’s unadjusted profit and compressed its profit margin. Led by softer sales in North America, net sales were down 3.5% in the final quarter of the year to...
Juanmonino/iStock Unreleased via Getty Images Kraft Heinz’s ( KHC ) fourth quarter results reflected higher commodity costs and targeted price increases that undermined sales in certain categories, resulting in a significant erosion in the company’s unadjusted profit and compressed its profit margin. Led by softer sales in North America, net sales were down 3.5% in the final quarter of the year to $6.35B, missing expectations by $20M. The 4.1 percentage point decline in volume/mix was primarily driven by declines in cold cuts, coffee, bacon, and its Ore-Ida frozen business. Accordingly, softer sales and other charges contributed to an unadjusted profit of $0.55, down 69% from a year ago. This reflected a recognized $3.0B non-U.S. deferred tax asset and associated valuation allowance of $600M related to the transfer of certain businesses to a Netherland’s subsidiary. Excluding these and other items, earnings declined 20% to a less than feared $0.67 per share, beating expectations by $0.06. Adjusted gross profit margin decreased 130 basis points to 33.1%. For FY26, Kraft Heinz ( KHC ) expects organic net sales to be down 1.5% to down 3.5%, which includes a ~100 basis point impact from SNAP headwinds. This will contribute to an adjusted profit of $1.98 to $2.10 per share, below the consensus estimate of $2.49. The results, however, were eclipsed by the company’s announcement to pause its divestiture plan and invest $600M to return the business to profitable growth. “Since joining the company, I have seen that the opportunity [to build meaningful shareholder value, better serve customers, and contemporize iconic brands] is larger than expected and that many of our challenges are fixable and within our control.” Said Kraft Heinz CEO Steve Cahillane. “My number one priority is returning the business to profitable growth, which will require ensuring all resources are fully focused on the execution of our operating plan. As a result, we believe it is prudent to pause work r...
Electricity Demand Is Surging, The Grid Isn't Ready: IEA By Tsvetana Paraskova of OilPrice.com International Energy Agency says global electricity demand is growing at its fastest pace in 15 years, set to rise more than 3.5% annually through 2030. While renewables, nuclear, and natural gas are expanding rapidly, grid infrastructure is becoming the key bottleneck, with over 2,500 GW of power and lo...
Electricity Demand Is Surging, The Grid Isn't Ready: IEA By Tsvetana Paraskova of OilPrice.com International Energy Agency says global electricity demand is growing at its fastest pace in 15 years, set to rise more than 3.5% annually through 2030. While renewables, nuclear, and natural gas are expanding rapidly, grid infrastructure is becoming the key bottleneck, with over 2,500 GW of power and load projects stuck in connection queues worldwide. Grid investment must rise about 50% above current levels to keep pace, with BloombergNEF and Goldman Sachs warning that persistent grid constraints could trigger power shortages and even undermine the U.S. position in the global AI race Global electricity demand is rising at the fastest pace in 15 years and will continue to do so at least until the end of the decade as AI infrastructure, advanced manufacturing, and electrification have ushered in The Age of Electricity, the International Energy Agency (IEA) says. Global power demand is expected to grow by more than 3.5% per year on average through the end of the decade, the agency said in its new Electricity 2026 report . Renewables, nuclear, and natural gas are the big winners of the electricity demand boom, but the rise in all these power-generating sources would not mean anything if they struggle to connect to the grid. Power Demand Surge Global electricity demand increased by 3% annually in 2025, following growth of 4.4% in 2024, the IEA said in the report. Between 2026 and 2030, the annual average growth rate would be 3.6%, driven by higher consumption from industry, electric vehicles (EVs), air conditioning, and data centers, according to the agency. While emerging economies, including China, India, and the Southeast Asian region, will drive 80% of the additional power demand by 2030, advanced economies see growth in electricity demand after 15 years of stagnation, the IEA said. Artificial intelligence, data centers, and advanced manufacturing support the return to gro...
Greetings from Mexico City's iconic boulevard, where a dog on a bike steals the show Eyder Peralta/NPR Far-Flung Postcards is a weekly series in which NPR's international team shares moments from their lives and work around the world. Every Sunday, Mexico City shuts down the Paseo de la Reforma, the most important street in the country, to car traffic. That means that each week more than 100,000 p...
Greetings from Mexico City's iconic boulevard, where a dog on a bike steals the show Eyder Peralta/NPR Far-Flung Postcards is a weekly series in which NPR's international team shares moments from their lives and work around the world. Every Sunday, Mexico City shuts down the Paseo de la Reforma, the most important street in the country, to car traffic. That means that each week more than 100,000 people get on bikes and skates and rollerblades to roll past some of the most iconic parts of Mexico's capital city. It is my favorite weekly ritual in a city full of rituals, because it showcases the enormity and diversity of this city. I've seen gangs of clowns and gaggles of vatos on lowrider bikes. You see families and runners and older ladies dancing Zumba in the shadow of the Angel of Independence statue. The city and its tribes are on full display. Sponsor Message Last weekend, I met Benji, an 8-year-old pup who has been riding in his owner's basket for two years. And the good pup that he is, he always wears a helmet and sunglasses. See more photos from around the world:
Wealthfront Advisers LLC boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 9.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 95,396 shares of the semiconductor manufacturer's stock after purchasing an additional 8,489 shares during the quarter. Wealthfront Advisers LLC's holdings in Micron Technology ...
Wealthfront Advisers LLC boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 9.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 95,396 shares of the semiconductor manufacturer's stock after purchasing an additional 8,489 shares during the quarter. Wealthfront Advisers LLC's holdings in Micron Technology were worth $15,962,000 as of its most recent SEC filing. Get Micron Technology alerts: Sign Up Other large investors have also recently bought and sold shares of the company. Edgemoor Investment Advisors Inc. bought a new position in shares of Micron Technology during the third quarter worth $227,000. Arista Wealth Management LLC acquired a new stake in Micron Technology during the 3rd quarter worth $509,000. AlTi Global Inc. acquired a new stake in Micron Technology during the 3rd quarter worth $1,453,000. Profund Advisors LLC lifted its holdings in Micron Technology by 1.7% during the third quarter. Profund Advisors LLC now owns 155,473 shares of the semiconductor manufacturer's stock worth $26,014,000 after acquiring an additional 2,597 shares in the last quarter. Finally, Midwest Financial Group LLC lifted its holdings in Micron Technology by 1.9% during the third quarter. Midwest Financial Group LLC now owns 23,325 shares of the semiconductor manufacturer's stock worth $3,903,000 after acquiring an additional 425 shares in the last quarter. Institutional investors own 80.84% of the company's stock. Micron Technology Price Performance NASDAQ MU opened at $373.05 on Wednesday. The firm's 50 day moving average is $324.22 and its 200-day moving average is $226.41. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $419.87 billion, a PE ratio of 35.46 and a beta of 1.51. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. Micron Technology (NASDAQ:MU -...
The persistent tuberculosis cases in Malaysia are indicative of an outbreak that could be under-reported for a disease that is easy to diagnose and treat, according to medical experts. Malaysia had detected 10 active TB clusters nationwide as of February 7, with a total of 2,571 cases. Four of these clusters – defined by health authorities as two or more epidemiologically linked cases identified w...
The persistent tuberculosis cases in Malaysia are indicative of an outbreak that could be under-reported for a disease that is easy to diagnose and treat, according to medical experts. Malaysia had detected 10 active TB clusters nationwide as of February 7, with a total of 2,571 cases. Four of these clusters – defined by health authorities as two or more epidemiologically linked cases identified within a specific setting or time frame – were found in Selangor, Malaysia’s most populous state. The other clusters were in Johor, Kedah, Kelantan, Pahang, Perlis and Sabah. Advertisement Last year, the health ministry recorded 88 TB clusters involving 254 cases nationwide. While most of these clusters were contained, 35 clusters remained active in early 2026. These lingering clusters were found in Selangor, Sarawak, Kedah, Kuala Lumpur, Putrajaya, Johor, Kelantan and Terengganu. “I would describe TB as what we call a slow-burn epidemic,” said Venu Gopalan, a Kuala Lumpur-based doctor, pointing to a steady rise in TB cases over the last decade. Advertisement The World Health Organization has warned that Malaysia’s TB cases may be under-reported. While the country has reported an incidence rate of about 70 TB infections per 100,000 people from 2023 to 2024, the UN agency has estimated that the actual number could be closer to 110 per 100,000.
Wesbanco Bank Inc. increased its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 39.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,085 shares of the company's stock after purchasing an additional 4,019 shares during the quarter. Wesbanco Bank Inc.'s holdings in Palantir Technol...
Wesbanco Bank Inc. increased its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 39.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,085 shares of the company's stock after purchasing an additional 4,019 shares during the quarter. Wesbanco Bank Inc.'s holdings in Palantir Technologies were worth $2,569,000 as of its most recent filing with the Securities and Exchange Commission. Get Palantir Technologies alerts: Sign Up A number of other hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Palantir Technologies in the second quarter worth approximately $3,307,457,000. Vanguard Group Inc. boosted its stake in Palantir Technologies by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock worth $28,043,432,000 after purchasing an additional 7,194,216 shares during the period. State Street Corp grew its position in Palantir Technologies by 6.9% during the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company's stock worth $12,879,667,000 after purchasing an additional 6,097,629 shares in the last quarter. Invesco Ltd. grew its position in Palantir Technologies by 16.0% during the 2nd quarter. Invesco Ltd. now owns 20,585,256 shares of the company's stock worth $2,806,182,000 after purchasing an additional 2,838,300 shares in the last quarter. Finally, Clear Street LLC acquired a new stake in Palantir Technologies during the 2nd quarter valued at $295,508,000. 45.65% of the stock is owned by hedge funds and other institutional investors. Key Stories Impacting Palantir Technologies Here are the key news stories impacting Palantir Technologies this week: Palantir Technologies Price Performance PLTR opened at $139.45 on Wednesday. The company has a market capitalization of $332.37 billion, a PE ratio of 221.35, a price-to-earnings-grow...
(RTTNews) - Blackstone Mortgage Trust Inc. (BXMT) released a profit for its fourth quarter that Increased, from the same period last year The company's earnings totaled $39.56 million, or $0.24 per share. This compares with $37.19 million, or $0.21 per share, last year. The company's revenue for the period rose 39.2% to $159.32 million from $114.45 million last year. Blackstone Mortgage Trust Inc....
(RTTNews) - Blackstone Mortgage Trust Inc. (BXMT) released a profit for its fourth quarter that Increased, from the same period last year The company's earnings totaled $39.56 million, or $0.24 per share. This compares with $37.19 million, or $0.21 per share, last year. The company's revenue for the period rose 39.2% to $159.32 million from $114.45 million last year. Blackstone Mortgage Trust Inc. earnings at a glance (GAAP) : -Earnings: $39.56 Mln. vs. $37.19 Mln. last year. -EPS: $0.24 vs. $0.21 last year. -Revenue: $159.32 Mln vs. $114.45 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.