Snowflake's (SNOW) $200 million deal with OpenAI, in tandem with SNOW's existing alliance with another huge artificial intelligence (AI) startup — Anthropic — is likely to enable SNOW to take significant, needle-moving revenue away from the cloud-infrastructure units of Amazon (AMZN) and Microsoft (MSFT). Consequently, SNOW's growth, which is already quite rapid, looks poised to accelerate meaning...
Snowflake's (SNOW) $200 million deal with OpenAI, in tandem with SNOW's existing alliance with another huge artificial intelligence (AI) startup — Anthropic — is likely to enable SNOW to take significant, needle-moving revenue away from the cloud-infrastructure units of Amazon (AMZN) and Microsoft (MSFT). Consequently, SNOW's growth, which is already quite rapid, looks poised to accelerate meaningfully in the medium- to long-term, and growth investors looking for an up-and-coming AI play should consider buying SNOW, despite its current hefty valuation. About Snowflake Stock Snowflake's cloud-based platform enables large companies and government entities to store their data in one centralized location, analyze all of their information using AI and other tools, and develop data applications. Currently changing hands at a market capitalization of $65.9 billion, the company's price-to-sales (P/S) ratio is 18.8x, while its price-to-book ratio is 32x. In the firm's October quarter, its sales rose to $1.2 billion, up 5.9% versus the same period a year earlier. Its operating cash flow increased 45% year-over-year to $440.79 million. SNOW's Deal With OpenAI In a deal announced on Feb. 2, Snowflake agreed to invest as much as $200 million to provide OpenAI's models to its customers via SNOW's Cortex AI offering. "Snowflake is committing up to $200 million to purchase access to OpenAI's frontier models and ChatGPT Enterprise over the course of the multi-year agreement," said Baris Gultekin, Snowflake's vice president of AI. The Potential Implications of the Deal for SNOW Stock As a result of the agreement, Snowflake's large corporate and government customers will be able to utilize OpenAI's technology directly on Snowflake's systems. Previously, customers could query OpenAI's models on Microsoft's cloud-infrastructure platform, Azure. By launching a partnership with OpenAI, Snowflake, which utilizes a consumption-based pricing system, will benefit directly every time its custo...
In this article OWL APO TPG KKR Follow your favorite stocks CREATE FREE ACCOUNT Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New York, US, on Tuesday, Jan. 20, 2026. Bing Guan | Bloomberg | Getty Images Shares of stocks with significant private credit market holdings were diving on fears about exposure to the industries being disrupted by art...
In this article OWL APO TPG KKR Follow your favorite stocks CREATE FREE ACCOUNT Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New York, US, on Tuesday, Jan. 20, 2026. Bing Guan | Bloomberg | Getty Images Shares of stocks with significant private credit market holdings were diving on fears about exposure to the industries being disrupted by artificial intelligence, most notably, software. Shares of Blue Owl , TPG , Ares Management and KKR were all down by double digit percentages on Tuesday. Apollo Global was off by 7%. BlackRock shed 5%. Publicly traded software stocks have been slammed this year as investors grew increasingly concerned about AI eating into their future growth and profit margins as companies use programs like Anthropic's Claude Code to build their own software. The iShares Software ETF is down 20% this year, including another 5% decline on Tuesday. UBS analysts estimate 25% to 35% of the private-credit market is exposed to the risk of AI disruption (other sources say that software, specifically, accounts for about 20 percent of outstanding loans for private-direct lenders). By comparison, the high yield corporate bond market (Using the iShares iBoxx High Yield Corporate bond ETF as a proxy) has only 8 percent exposure to technology, reflecting a broader diversification among the syndicated market than the private-credit market. Stock Chart Icon Stock chart icon Blue Owl Capital, YTD The publicly traded alternative asset managers are impacted in two ways – their private-equity side could be hit because software is rerated lower, which may mean less carry for tech-exposed or tech-adjacent investments. And then on the private credit side, there's a risk of redemptions and, worst case, defaults. UBS estimates default rates could rise to 13% for private credit firms in the U.S. if AI triggers a big disruption. Comparatively, the default rate would be 4%for HY, UBS said. "VC confidence in legacy enter...
Under the changes, social media platforms would be required to have effective age verification systems, "not just check boxes, but real barriers that work," the prime minister explained, in a possible reference to the loopholes Australian children use to bypass checks - including simply using a photo of an adult.
Under the changes, social media platforms would be required to have effective age verification systems, "not just check boxes, but real barriers that work," the prime minister explained, in a possible reference to the loopholes Australian children use to bypass checks - including simply using a photo of an adult.
Earnings Call Insights: Broadridge Financial Solutions, Inc. (BR) Q2 2026 Management View Timothy Gokey, CEO, highlighted Broadridge's strong second quarter, stating the company delivered "8% recurring revenue growth constant currency and adjusted EPS of $1.59." He emphasized the company's strategy to "democratize and digitize investing, to simplify and innovate trading, and to modernize wealth ma...
Earnings Call Insights: Broadridge Financial Solutions, Inc. (BR) Q2 2026 Management View Timothy Gokey, CEO, highlighted Broadridge's strong second quarter, stating the company delivered "8% recurring revenue growth constant currency and adjusted EPS of $1.59." He emphasized the company's strategy to "democratize and digitize investing, to simplify and innovate trading, and to modernize wealth management," noting positive momentum from digital communications, tokenization, and AI capabilities. Gokey also announced the reaffirmation of 2026 guidance for recurring revenue growth, margins, and closed sales, and a raised outlook for adjusted EPS growth to 9%-12%. Gokey underscored the rapid advancement in tokenization, stating, "Tokenization continues to gain steam across capital markets, wealth and asset management," and referenced significant industry announcements and client feedback as validation for Broadridge's role in simplifying governance complexities in this area. He announced the integration of Tokenized and Digital Assets into proxy capabilities by year-end and the extension of these to other servicing functions and digital wallets. Broadridge closed the acquisition of Acolin in early January, which augments services for funds in Europe, and welcomed Trish Mosconi and Chris Perry to the Board, indicating ongoing management and governance evolution. Ashima Ghei, CFO, stated, "We reported $91 million of event-driven revenues in Q2, which contributed to a record $204 million in the first half," and detailed a $187 million noncash mark-to-market gain on digital asset holdings. She reiterated the company's strong capital position and ongoing flexibility for M&A and shareholder returns. Outlook Management reaffirmed guidance for recurring revenue growth constant currency at the higher end of 5%-7% and raised adjusted EPS growth guidance to 9%-12%. The company continues to expect closed sales of $290 million to $330 million. Ghei stated, "We are raising our adjust...
Earnings Call Insights: Capri Holdings Limited (CPRI) Q3 2026 Management View John Idol, Chairman & CEO, highlighted that the company was "pleased with our third quarter performance, which exceeded our expectations" and emphasized strategic initiatives at Michael Kors and Jimmy Choo designed to strengthen long-term brand equity. He detailed the completed sale of Versace as a move "to strengthen ou...
Earnings Call Insights: Capri Holdings Limited (CPRI) Q3 2026 Management View John Idol, Chairman & CEO, highlighted that the company was "pleased with our third quarter performance, which exceeded our expectations" and emphasized strategic initiatives at Michael Kors and Jimmy Choo designed to strengthen long-term brand equity. He detailed the completed sale of Versace as a move "to strengthen our financial foundation, ensuring we have the flexibility to support Michael Kors and Jimmy Choo's strategic initiatives and enhance long-term shareholder value." Idol reported that proceeds from the Versace sale were used to "significantly reduce debt levels," ending the quarter with $80 million of net debt. Idol noted a 4% decrease in total company revenue to $1.025 billion, while underlying gross margins, excluding tariffs, expanded by 70 basis points. Earnings per share rose approximately 30% to $0.81. Michael Kors revenue decreased 5.6%, attributed to strategic initiatives causing near-term pressure but expected to build a stronger long-term foundation. Jimmy Choo revenue increased 5% compared to the prior year, with particular strength in North America and the wholesale channel. Idol described key progress in Michael Kors' retail strategy, including "a sequential improvement in full price sales in the channel, which increased low double digits," and emphasized healthier sales mix, higher AURs, and improved gross margins. He highlighted store renovations and immersive consumer experiences as drivers for "meaningful increases in traffic and sales versus last year." Rajal Mehta, Interim Chief Financial Officer, stated, "Total company revenue of $1.025 billion decreased 4% versus prior year on a reported basis and 5.9% in constant currency." He added, "Gross margin of 60.8% declined 230 basis points. Underlying gross margin expanded by 70 basis points due primarily to better full price sell-throughs and a reduction in promotional activity." Outlook Mehta provided narrowed ...
移動式升降工作平台屢生意外 勞工處推指引加強安全措施 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】針對近年移動式升降工作平台意外,勞工處推出《安全使用移動式升降工作平台指引》,要求加強安全措施。 新指引將取代...
移動式升降工作平台屢生意外 勞工處推指引加強安全措施 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】針對近年移動式升降工作平台意外,勞工處推出《安全使用移動式升降工作平台指引》,要求加強安全措施。 新指引將取代原有的《安全使用動力操作升降工作台指引》,主要修訂包括進一步訂明操作員的訓練要求,操作方面亦新增要求,包括安裝有效的輔助防護裝置、定期檢測關鍵承重部件,以及制定緊急情況的救援計劃。而操作員訓練及安裝輔助防護裝置的要求,設有寬限期至今年12月31日。
In this article CMG Follow your favorite stocks CREATE FREE ACCOUNT The New York Stock Exchange welcomes executives and guests of Chipotle (NYSE: CMG) to the podium, on Friday, December 12, 2025, to celebrate the milestone of 4,000 restaurants. To honor the occasion, Scott Boatwright, CEO, joined by Chris Taylor, Chief Development Officer, NYSE, rings The Opening Bell®. Chipotle Mexican Grill is e...
In this article CMG Follow your favorite stocks CREATE FREE ACCOUNT The New York Stock Exchange welcomes executives and guests of Chipotle (NYSE: CMG) to the podium, on Friday, December 12, 2025, to celebrate the milestone of 4,000 restaurants. To honor the occasion, Scott Boatwright, CEO, joined by Chris Taylor, Chief Development Officer, NYSE, rings The Opening Bell®. Chipotle Mexican Grill is expected to report its fourth-quarter earnings after the bell on Tuesday. Here's what Wall Street analysts surveyed by LSEG are anticipating the company will report: Earnings per share: 24 cents expected Revenue: $2.96 billion expected Over the past year, shares of Chipotle have lost roughly a third of their value, dragging the company's market value down to about $51 billion. Investor enthusiasm for the stock waned after the fast-casual chain began reporting shrinking traffic to its restaurants. In late October, Chipotle reported its third straight quarter of declining traffic. CEO Scott Boatwright said at the time that the company is seeing "consistent macroeconomic pressures," and consumers across all income cohorts are visiting less frequently. This quarter, Wall Street is projecting that the trend worsened and that Chipotle's same-store sales fell 3%, according to StreetAccount estimates. But all eyes will be on the company's full-year forecast, which should reveal whether executives think Chipotle can turn around the business in short order. Chipotle executives are scheduled to hold a call with investors at 4:30 p.m. ET.
They're both Dividend Kings, but heavy is the head that wears the crown. On the surface, there are two good reasons for dividend-focused investors to prefer PepsiCo (PEP +5.06%) over Coca-Cola (KO +2.18%). While both stocks are Dividend Kings with over 50 years of annual dividend increases, PepsiCo offers a significantly higher dividend yield of 3.8% compared to Coca-Cola's 2.8%. PepsiCo has also ...
They're both Dividend Kings, but heavy is the head that wears the crown. On the surface, there are two good reasons for dividend-focused investors to prefer PepsiCo (PEP +5.06%) over Coca-Cola (KO +2.18%). While both stocks are Dividend Kings with over 50 years of annual dividend increases, PepsiCo offers a significantly higher dividend yield of 3.8% compared to Coca-Cola's 2.8%. PepsiCo has also been raising its payouts much faster than Coca-Cola in recent years, with its dividend rising by 39% since 2021, compared to 21% payout growth for Coca-Cola. But unfortunately for PepsiCo, the favorable comparisons stop there. Coca-Cola has its rival beat in three metrics that make it a much more promising investment, both in terms of capital appreciation and income. These reasons are part of why I prefer Coca-Cola stock to PepsiCo. 1. Coca-Cola's earnings growth is leaving PepsiCo's behind Last quarter, Coca-Cola reported adjusted earnings growth of 30%, compared to an 11% retreat in adjusted earnings for PepsiCo. Adjusted earnings, which portray earnings after excluding one-time expenses like acquisitions or litigation expenses, can offer a clearer picture of core operational profitability. That's especially true of both PepsiCo and Coca-Cola, which have taken on a series of acquisitions to diversify their product lineup as fewer people drink soda. Expand NYSE : KO Coca-Cola Today's Change ( 2.18 %) $ 1.65 Current Price $ 76.97 Key Data Points Market Cap $324B Day's Range $ 75.13 - $ 77.49 52wk Range $ 62.35 - $ 77.49 Volume 1.1M Avg Vol 17M Gross Margin 61.55 % Dividend Yield 2.71 % And last quarter wasn't a one-off result. Coca-Cola's adjusted earnings growth over the past year is up almost double-digits, while PepsiCo's has shrunk by almost the same amount. This is a sign that Coca-Cola's core operations are expanding profitability faster, and it is very bullish for the stock. 2. Coca-Cola's profit margin is higher (and growing) The soft drink industry's average profit...
狗隻友善食肆|黃家和指業界歡迎 林哲玄稱修例建議完備、不擔心衞生問題 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府建議修例放寬狗隻進入食肆,除了火鍋和烤肉店,所有食肆也可以申請,業界表示歡迎,相信營運者會視...
狗隻友善食肆|黃家和指業界歡迎 林哲玄稱修例建議完備、不擔心衞生問題 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府建議修例放寬狗隻進入食肆,除了火鍋和烤肉店,所有食肆也可以申請,業界表示歡迎,相信營運者會視乎餐廳環境調整營運方式。 今年年中政府預計批出約500至1,000間食肆,容許狗隻進入,餐飲聯業協會會長黃家和認為可以創造商機,開拓寵物經濟。修例建議沒有硬性要求,申請牌照的餐廳需要進行改裝,但他相信食肆會根據自身條件選擇是否申請。「我相信太小型的食肆未必真的很合適,但現在條例改變下,政府沒有限制狗隻數量進入,所以即使很小的餐廳,營運者、老闆可自願性申請牌照。如果要劃分區域,亦要看餐廳面積,是否能劃區域出來,劃分區域之後,是否有這麼多狗主帶同狗隻進入,這需要餐廳自己考慮。」 有醫療衞生界議員認為,修例建議完備,不擔心人狗共膳引起衞生問題。林哲玄:「首先地面,我相信要容易清潔的地面,最好是磚頭,或者混凝土就最好,另外要準備清潔物品和人手處理。瘋狗症在香港所有飼養的狗隻都已打疫苗,變相風險相當相當之低,另外會否擔心狗隻襲擊人,我想這個平日外出也可以,不只在食肆中,香港也很少發生這種問題。」他又建議,餐廳應預先制定規矩,釐訂清潔責任,亦應在客人訂桌時,提醒餐廳持有相關牌照。
Investors are increasingly bearish on the adtech specialist. Shares of The Trade Desk (TTD 8.69%) slumped anew on Tuesday, falling as much as 10.7%. As of 3:13 p.m. ET, the stock was still down 9.6%. The catalyst that sent the adtech specialist swooning was (another) price target cut courtesy of a Wall Street analyst. Dimming prospects? KeyBanc analyst Justin Patterson lowered his price target on ...
Investors are increasingly bearish on the adtech specialist. Shares of The Trade Desk (TTD 8.69%) slumped anew on Tuesday, falling as much as 10.7%. As of 3:13 p.m. ET, the stock was still down 9.6%. The catalyst that sent the adtech specialist swooning was (another) price target cut courtesy of a Wall Street analyst. Dimming prospects? KeyBanc analyst Justin Patterson lowered his price target on The Trade Desk to $40, down from $88, while maintaining an overweight (buy) rating on the stock. For those keeping track at home, that still represents potential upside of 35% compared to Monday's closing price -- though investors chose to see the glass as half empty. The analyst cited a challenging environment for small and medium-sized adtech businesses, as larger players increasingly deploy artificial intelligence (AI) to reach their target markets. This comes on the heels of an announcement last week that CFO Alex Kayyal was terminated after just five months on the job. That marked the second CFO departure in less than a year. Expand NASDAQ : TTD The Trade Desk Today's Change ( -8.69 %) $ -2.58 Current Price $ 27.16 Key Data Points Market Cap $14B Day's Range $ 26.57 - $ 28.51 52wk Range $ 26.57 - $ 125.80 Volume 1.2M Avg Vol 13M Gross Margin 78.81 % These are just the latest in a series of developments that have soured some investors on The Trade Desk. Early last year, the company unceremoniously missed its own guidance for the first time as a public company, breaking a streak that stretched back 33 quarters. CEO Jeff Green admitted there had been "a series of small execution missteps," suggesting The Trade Desk would soon return to form. However, its growth has slowed in each quarter since. Beyond that, the company has faced slowing growth and increasing competition. This culmination of factors leaves investors wondering if The Trade Desk's best days have passed. Indeed, the stock has now fallen more than 78% over the past year, with no sign of recovery in sight. I'm ...
Tom Werner/DigitalVision via Getty Images Zepp Health ( ZEPP ) is one of the global leaders in smart wearables and health technology with its well-known Amazfit brand. As in any growing wearables player today, ZEPP integrates hardware, proprietary OS, and also AI-driven analytics into its overall products. Since going public in 2018, ZEPP has faced significant volatility, recently trading near $18...
Tom Werner/DigitalVision via Getty Images Zepp Health ( ZEPP ) is one of the global leaders in smart wearables and health technology with its well-known Amazfit brand. As in any growing wearables player today, ZEPP integrates hardware, proprietary OS, and also AI-driven analytics into its overall products. Since going public in 2018, ZEPP has faced significant volatility, recently trading near $18 after a sharp drop from around $30 price level in January. In 2021, the stock reached an all-time high of almost $80 per share and has not been close to that level since. ZEPP is down -35% YTD, though if we zoom out over the past 1-year period, the stock has definitely seen a massive turnaround from early 2025, when it was trading at merely in the $2 to $3 range. I initiate my coverage with a buy rating. My 1-year price target of $21.2 presents a 22% upside from the current price of $18 per share. Financial Reviews Overall, fundamentals have been decent as of Q3. In Q3, revenue grew by 78.5% YoY to $75.8 million, representing a solid turnaround from the consecutive declines in recent years. In fact, with that performance, ZEPP has posted back-to-back quarterly revenue growth in Q3. Q3 Presentation It appears that the growth is being driven by the overall shift from being a Xiaomi-dependent product to an own-branded Amazfit product manufacturer. Q3 Presentation Meanwhile, ZEPP also saw an operating income breakeven in Q3, driven by ZEPP’s better operational efficiencies across the nine months ending Q3 that resulted in lower operating expenses as % of revenue. However, gross margin saw a dip from around 40% to 38.2% in Q3, primarily due to the higher sales volume of lower-margin entry-level products like the Bip 6 and Active 2. Q3 Presentation Overall, though, profitability is substantially better as of Q3, with YoY profit metrics across the board pointing to a more sustainable earnings level. In Q3 2025, for instance, we saw how net loss narrowed significantly to -$1.6 mil...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were headed lower on Tuesday with the selloff in technology dragging down the S & P 500 by more than 1% and the Nasdaq by roughly 2%. As the market struggles with who will be the software losers from AI, the wreckage was ...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were headed lower on Tuesday with the selloff in technology dragging down the S & P 500 by more than 1% and the Nasdaq by roughly 2%. As the market struggles with who will be the software losers from AI, the wreckage was also spilling over into private credit managers and business development companies with investments in software companies. That's why stocks of many financials, including Blue Owl Capital , KKR , Apollo Global Management , and even portfolio name BlackRock were falling Tuesday. Club stock Nvidia dropped more than 3% on Tuesday, keeping its performance about flat over the past six months. Jim Cramer's interview with Nvidia CEO Jensen Huang will air on "Mad Money" at 6 p.m. ET. During the conversation, Jim asked Jensen about all the reports about the fraying relationship between Nvidia and OpenAI. Jensen refuted the rumors, telling Jim, "There's no controversy at all. It's complete nonsense. We love working with OpenAI." Tune in later to see the full conversation. Eli Lilly shares fell nearly 4% ahead of the American drugmaker's Wednesday morning earnings. The reason was GLP-1 rival Novo Nordisk 's disappointing guidance for 2026 . For its part, stock in the Danish drugmaker dropped more than 15% after the company said it expects both adjusted sales and adjusted operating profits to decline 5% to 13% year over year. Despite expecting the global GLP-1 market to expand and volumes to grow this year, Novo's weak forecast was driven by an expected sales decline in its U.S. business, which is coming under pressure due to lower realized prices from its so-called Most Favored Nations agreement with the United States. It also said that it is facing "intensifying competition" in the U.S., suggesting it is still losing market share to Lilly. The big question heading into earnings seaso...
(RTTNews) - Treasuries saw modest weakness throughout much of the trading day on Tuesday before regaining ground late in the session. Bond prices climbed back near the unchanged line in the latter part of the session before closing roughly flat. The yield on the benchmark ten-year note, which moves opposite of its price, edged down by less than a basis point to 4.274 percent after reaching a high ...
(RTTNews) - Treasuries saw modest weakness throughout much of the trading day on Tuesday before regaining ground late in the session. Bond prices climbed back near the unchanged line in the latter part of the session before closing roughly flat. The yield on the benchmark ten-year note, which moves opposite of its price, edged down by less than a basis point to 4.274 percent after reaching a high of 4.30 percent. The late-day recovery treasuries came after the House of Representatives passed a bill to end the three-day partial government shutdown. The bill provides funding for several major government departments until the end of the fiscal year on September 30th but only funds the Department of Homeland Security for two weeks. Democrats had opposed funding DHS for the rest of the fiscal year over the killings of two U.S. citizens by federal immigration officers. The stopgap funding is intended to allow lawmakers to negotiate steps to rein in the actions of Immigration and Customs Enforcement and Border Patrol agents. The early weakness in the bond market came as traders continued to digest yesterday's report showing an unexpected expansion in U.S. manufacturing activity in the month of January. As a result of the government shutdown, the Labor Department delayed the release of this morning's report on job openings as well as the more closely watched monthly jobs report originally due to be released on Friday. Trading on Wednesday may be impacted by reaction to reports on private sector employment and service sector activity. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Key Points Coinbase’s stock has plummeted over the past year. The chilly crypto market is throttling its near-term growth. It will continue to expand as the crypto market warms up again. 10 stocks we like better than Coinbase Global › Coinbase's (NASDAQ: COIN) stock has declined nearly 40% over the past 12 months. The largest cryptocurrency exchange in the U.S. lost its luster as the top tokens st...
Key Points Coinbase’s stock has plummeted over the past year. The chilly crypto market is throttling its near-term growth. It will continue to expand as the crypto market warms up again. 10 stocks we like better than Coinbase Global › Coinbase's (NASDAQ: COIN) stock has declined nearly 40% over the past 12 months. The largest cryptocurrency exchange in the U.S. lost its luster as the top tokens struggled to attract new investors. But at $176, Coinbase looks reasonably valued at 25 times next year's earnings -- and I believe it could be a great buying opportunity for long-term investors. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Why will Coinbase keep growing? From 2020 to 2024, Coinbase's annual revenue rose more than fivefold to $6.6 billion, even though its growth was temporarily chilled by the "crypto winter" of 2022 to 2023. From 2024 to 2027, analysts expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 12% and 6%, respectively. Coinbase ended the third quarter of 2025 with a whopping $300 billion in assets under custody. That's up from $220 billion at the end of 2024. It's also benefiting from the rising use of stablecoins, which reduces its dependence on more volatile cryptocurrencies. To curb its reliance on retail trading fees, it's rolling out more subscription, custody, staking, and institutional services. It's even expanding its own Layer-2 (L2) blockchain to support the development of more decentralized apps. Simply put, if you're bullish on cryptocurrencies and decentralized apps, it could be smart to accumulate Coinbase's stock as the bulls look the other way. Should you buy stock in Coinbase Global right now? Before you buy stock in Coinbase Global, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 bes...
Uwe Krejci/DigitalVision via Getty Images Since I rated the iShares Core Dividend Growth ETF ( DGRO ) a Buy in July 2025, it has actually outperformed even the S&P 500 by a little bit, in what was a raging bull market for tech-driven growth. Even in conditions when ETFs like SPY had more tech firepower to do well in conducive rallies, DGRO kept its performance within 2-3 percentage points of SPY's...
Uwe Krejci/DigitalVision via Getty Images Since I rated the iShares Core Dividend Growth ETF ( DGRO ) a Buy in July 2025, it has actually outperformed even the S&P 500 by a little bit, in what was a raging bull market for tech-driven growth. Even in conditions when ETFs like SPY had more tech firepower to do well in conducive rallies, DGRO kept its performance within 2-3 percentage points of SPY's total returns, later catching up and doing better overall as broader markets started slowing down from October-November 2025. Data by YCharts This performance is still in a market where growth has dominated (better than average markets) since July and the growth theme has not really seen profit taking broadly - just consolidation for a couple of months. This is attributable to the fact that DGRO owns companies that actually grow, not necessarily tech, even though its dividend focus suggests slow defensive and old economy focus. DGRO's overall methodology is focused on companies with a 5-year track record of dividend payouts (quality companies filters), shows sustained dividend growth over the period (growth tilt) and filters out companies with high payout ratios (dividends well covered). That means DGRO owns companies that earn more than they distribute and still grow the distributions every year. That is, companies with rising profits and durable cash flows make the cut. The approach certainly gives DGRO the defensive edge in market crashes and corrections (as I have shown in my last analysis), but certainly does not forgo growth. Which is why we see DGRO match SPY even in one of the strongest periods for SPY. Apart from the performance that has been favorable over the past six months or so, there are fundamental market and macro changes that mean an even stronger setup for DGRO going ahead. Three things have changed decidedly since July when its Buy relied more on its ability to hold up in uncertain macro conditions. One, the market leadership regime has shifted. Momentu...
Home buyers across America have had little relief from sky-high home prices over the last few years. Two charts explain why that’s not likely to change soon.
Home buyers across America have had little relief from sky-high home prices over the last few years. Two charts explain why that’s not likely to change soon.
In this article AAPL Follow your favorite stocks CREATE FREE ACCOUNT Tim Cook, CEO of Apple Inc., during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, on June 9, 2025. David Paul Morris | Bloomberg | Getty Images Apple said it's introducing agentic coding into its flagship coding tool called Xcode, throwing its weight behind one of the hottest trends in S...
In this article AAPL Follow your favorite stocks CREATE FREE ACCOUNT Tim Cook, CEO of Apple Inc., during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, on June 9, 2025. David Paul Morris | Bloomberg | Getty Images Apple said it's introducing agentic coding into its flagship coding tool called Xcode, throwing its weight behind one of the hottest trends in Silicon Valley. With agent-powered coding, programmers have artificial intelligence software write code independently. Apple said its tool will support Anthropic's Claude Agent and OpenAI's Codex. "Xcode and coding agents can now work together to handle complex multi-step tasks on your behalf," an Apple representative said in a demo video on Tuesday, alongside the announcement . Over the summer, Apple updated Xcode with support for OpenAI's ChatGPT and Claude, but the latest update extends the relationship to agentic coding tools. In an email sent to developers, Apple said the agents will be able to build and test projects, search Apple documentation, and fix issues. Individual programmers and companies have embraced agentic coding as a faster way to build software through a practice known as "vibe coding," where humans prompt an AI and review the code it generates. Apple Intelligence, the company's consumer AI suite, has faced delays and management turnover . But in recent months, AI coding has gained traction among iPhone developers. Users will have to connect their OpenAI or Anthropic accounts to Xcode via an API key. Apple said it uses an open standard that gives programmers the ability to use other compatible agents and AI tools with Xcode, in addition to the built-in Anthropic and OpenAI integrations. Apple's Xcode is the company's developer environment for coders, and is used to build nearly every iPhone app. The new software, Xcode 26.3, is available in a beta version now for registered Apple developers, and will eventually be released on the App Store. OpenAI releas...