alxpin/iStock via Getty Images DroneShield ( DRSHF ) stock has surged 220% since I rated the stock a buy . The company, positioned as a provider of counterdrone solutions, enjoyed strong momentum as the need for drone solutions became increasingly more clear over the past few years and especially last year, with drones disrupting air traffic in parts of Europe. It also shows that while many invest...
alxpin/iStock via Getty Images DroneShield ( DRSHF ) stock has surged 220% since I rated the stock a buy . The company, positioned as a provider of counterdrone solutions, enjoyed strong momentum as the need for drone solutions became increasingly more clear over the past few years and especially last year, with drones disrupting air traffic in parts of Europe. It also shows that while many investors seemingly are focused on large prime defense contractors, the true outperformance can often be found in lesser-known names. I covered DroneShield for the first time in 2024, and back then it was only the second report on the company. So, timely coverage combined with identifying security threats resulted in a strong market outperformance. In this report, I revisit the risks and opportunities, discuss the company’s most recent results, and update my price target. Counterdrone Market Has Grown Substantially DroneShield (Q4 Investor Presentation) Several years ago, DroneShield estimated the market size for counterdrone solutions at more than $10 billion. Fast forward three years, and the market is now valued at more than $60 billion. The increase is primarily driven by counterdrone threats having increased, with over $35 billion in addressable market for military and over $28 billion in the civilian market. The major driver of the rapid expansion in the addressable market is the war in Ukraine, which showed the application and threats of drones. In Europe, we saw a strong increase in drone sightings near airports and military bases, and with the threat levels increasing, the market grew. Counterdrone solutions are not just required on the battlefield, but are increasingly becoming a “must” near critical infrastructure, buildings of strategic importance, urban environments, and events. Shooting down drones with a “hard-kill” solution is not always the most suitable solution. For instance, in crowded places, bringing down a drone using hard-kill methods with an uncontrolled ...
On Feb. 2, 2026, Vawter Financial, Ltd. disclosed a purchase of 190,959 shares of the JPMorgan Active Bond ETF (NYSE:JBND) , with an estimated transaction value of $10.36 million based on quarterly average pricing. According to a Feb. 2, 2026, SEC filing , Vawter Financial, Ltd. increased its position in JPMorgan Active Bond ETF by 190,959 shares during the fourth quarter. The estimated transactio...
On Feb. 2, 2026, Vawter Financial, Ltd. disclosed a purchase of 190,959 shares of the JPMorgan Active Bond ETF (NYSE:JBND) , with an estimated transaction value of $10.36 million based on quarterly average pricing. According to a Feb. 2, 2026, SEC filing , Vawter Financial, Ltd. increased its position in JPMorgan Active Bond ETF by 190,959 shares during the fourth quarter. The estimated transaction value was $10.36 million, calculated using the average closing price for the quarter. The quarter-end value of the position increased by $10.31 million, reflecting both new purchases and price changes in the underlying ETF. JPMorgan Active Bond ETF (JBND) is an actively managed fixed-income fund. The ETF aims to deliver consistent, risk-adjusted returns above its benchmark by leveraging J.P. Morgan’s investment team’s expertise and a flexible bond-selection approach. Its strategy and scale position it as a competitive choice for investors seeking diversified exposure to the U.S. bond market with an attractive yield profile. Continue reading
Electrical equipment supplier Eaton reported another mixed quarter on Tuesday, but the long-term growth story management shared with investors is buoying shares. Revenue in the fourth quarter ended Dec. 31 advanced 13% year over year to a record $7.06 billion, but came up short versus expectations of $7.09 billion, according to estimates compiled by data provider LSEG. Organic growth was 9%, with ...
Electrical equipment supplier Eaton reported another mixed quarter on Tuesday, but the long-term growth story management shared with investors is buoying shares. Revenue in the fourth quarter ended Dec. 31 advanced 13% year over year to a record $7.06 billion, but came up short versus expectations of $7.09 billion, according to estimates compiled by data provider LSEG. Organic growth was 9%, with an additional 2 percentage points attributable to acquisitions and foreign exchange dynamics. Earnings per share (EPS) increased 17.7% year over year to $3.33, also a record result for Eaton, edging out the $3.32 estimate, according to LSEG. ETN 1Y mountain Eaton 1-year return Bottom line The market is looking past the mixed headline results and ho-hum guidance, with shares flat in midday trading. Investors are instead focused on the bullish commentary management provided during the conference call and on what Eaton will look like in 2027, when management will spin off its mobility business, which makes transmissions and clutches for the U.S. heavy-duty and commercial vehicle market and components for electric vehicles. The spin will allow the remaining company to concentrate on its electrical and aerospace end markets, the two areas that drove all the growth in the reported quarter. Indeed, the team expects the separation to be immediately accretive to Eaton's organic growth rate and operating margin. We're most bullish on the electrical business, which is essential to the artificial intelligence buildout. CEO Paulo Ruiz provided an update on the company's megaprojects. "There is a clear correlation between the acceleration of these projects and [Eaton's] future order growth. The megaproject backlog increased 30% year over year to $3 trillion, with Eaton involved in 866 projects. Data center demand is driving growth. For example, management said its construction backlog is up to 206 gigawatts (GW), according to the Dodge Construction Network, a data and analytics provider ...
hapabapa/iStock Editorial via Getty Images Amazon.com, Inc. ( AMZN ) is about to release Q4 earnings this Thursday, February 5th , after market close, and I considered downgrading my rating heading into the print. Why? We’re entering year four of the AI boom, and the market is getting impatient with the return on investment, as evidenced by Microsoft's ( MSFT ) double-digit stock drop after report...
hapabapa/iStock Editorial via Getty Images Amazon.com, Inc. ( AMZN ) is about to release Q4 earnings this Thursday, February 5th , after market close, and I considered downgrading my rating heading into the print. Why? We’re entering year four of the AI boom, and the market is getting impatient with the return on investment, as evidenced by Microsoft's ( MSFT ) double-digit stock drop after reporting earnings last week. For Amazon, the two pillars of the bull case rest on AWS and advertising. To be direct, if either shows signs of deceleration, particularly AWS, I believe it could catalyze a downward re-rate. Bear in mind that the Microsoft selloff was triggered by a 1 ppt sequential decline in Azure growth (from 40% YOY to 39%). From what I'm seeing, investors in the top 4 hyperscalers are now hypersensitive to growth (consider Meta's ( META ) jump after reporting a blowout quarter and strong guidance). Overall, the main figure I’m watching in Q4 is the Street’s AWS revenue estimate of $34.9B. Anything below that could trigger a selloff. In this piece, I explain why the asymmetric risk/reward doesn’t warrant a strong buy heading into earnings. Over a longer timeframe, I am still bullish on Amazon, although any major participation in OpenAI's ( OPENAI ) upcoming $100B round would make me reconsider my stance. What I'm Watching in Q4 In my view, the growth story has two main engines: AWS and ads. This is where I believe most of the focus will be in the upcoming earnings release. These were the only two segments that, back in Q3, reported a revenue growth rate above the company-wide 13.4%. Specifically, AWS grew by 20.2%, and advertising services were up by 23.5%. I still expect this in Q4, despite the record in U.S. online holiday spending, which was likely a tailwind for the retail business after Adobe recently reported that consumers spent more than $4 billion in a single day on 25 days during the 2025 holiday season, vs. 18 days in 2024. That said, even if the ret...
hapabapa/iStock Editorial via Getty Images Amazon.com, Inc. ( AMZN ) is about to release Q4 earnings this Thursday, February 5th , after market close, and I considered downgrading my rating heading into the print. Why? We’re entering year four of the AI boom, and the market is getting impatient with the return on investment, as evidenced by Microsoft's ( MSFT ) double-digit stock drop after report...
hapabapa/iStock Editorial via Getty Images Amazon.com, Inc. ( AMZN ) is about to release Q4 earnings this Thursday, February 5th , after market close, and I considered downgrading my rating heading into the print. Why? We’re entering year four of the AI boom, and the market is getting impatient with the return on investment, as evidenced by Microsoft's ( MSFT ) double-digit stock drop after reporting earnings last week. For Amazon, the two pillars of the bull case rest on AWS and advertising. To be direct, if either shows signs of deceleration, particularly AWS, I believe it could catalyze a downward re-rate. Bear in mind that the Microsoft selloff was triggered by a 1 ppt sequential decline in Azure growth (from 40% YOY to 39%). From what I'm seeing, investors in the top 4 hyperscalers are now hypersensitive to growth (consider Meta's ( META ) jump after reporting a blowout quarter and strong guidance). Overall, the main figure I’m watching in Q4 is the Street’s AWS revenue estimate of $34.9B. Anything below that could trigger a selloff. In this piece, I explain why the asymmetric risk/reward doesn’t warrant a strong buy heading into earnings. Over a longer timeframe, I am still bullish on Amazon, although any major participation in OpenAI's ( OPENAI ) upcoming $100B round would make me reconsider my stance. What I'm Watching in Q4 In my view, the growth story has two main engines: AWS and ads. This is where I believe most of the focus will be in the upcoming earnings release. These were the only two segments that, back in Q3, reported a revenue growth rate above the company-wide 13.4%. Specifically, AWS grew by 20.2%, and advertising services were up by 23.5%. I still expect this in Q4, despite the record in U.S. online holiday spending, which was likely a tailwind for the retail business after Adobe recently reported that consumers spent more than $4 billion in a single day on 25 days during the 2025 holiday season, vs. 18 days in 2024. That said, even if the ret...
Key Points BellRing Brands only grew sales by 1% in Q1, and adjusted EBITDA declined. However, the broader ready-to-drink protein shake industry grew sales by 7%. While BellRing Brands remains a leader in its niche, its CEO has just retired, and competition remains fierce. 10 stocks we like better than BellRing Brands › Shares of leading proactive wellness and ready-to-drink (RTD) protein shake sp...
Key Points BellRing Brands only grew sales by 1% in Q1, and adjusted EBITDA declined. However, the broader ready-to-drink protein shake industry grew sales by 7%. While BellRing Brands remains a leader in its niche, its CEO has just retired, and competition remains fierce. 10 stocks we like better than BellRing Brands › Shares of leading proactive wellness and ready-to-drink (RTD) protein shake specialist BellRing Brands (NYSE: BRBR) are down 17% as of 2 p.m. ET on Tuesday after the company reported mixed first-quarter earnings and announced that its Chief Executive Officer would be retiring. While BellRing Brands exceeded the low bar set by Wall Street analysts in Q1, the company's guidance and CEO departure left the market worried. Sales grew 1% in Q1, while adjusted EBITDA dropped from $125 million to $90 million year over year. Looking ahead, management expects sales to grow by roughly 5% in 2026 -- well below its long-term guidance (and historical precedent) of double-digit growth. 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 » BellRing Brands: A falling knife or a value investment? BellRing Brands holds a leading position within the RTD protein shake niche, commanding a 22% market share. However, the company's 1% sales growth in Q1 fell well shy of the broader wellness and RTD industry's 7% during the quarter. CEO Darcy Horn Davenport explained that competition continues to be fierce in the wellness niche, stating, As insurgent brands work to establish themselves in the market, we expected promotional spending would increase. However, as I briefly mentioned earlier, year to date, the number of events is tracking modestly ahead of our initial expectations. While Davenport also noted that some of this spending was "less rational," as newcomers try to gain a foothold in the lucrative market, it is nonetheless a worrying indicator of how BellR...
US stocks sank on Tuesday as investors digested a wave of tech-focused earnings, while precious metals jumped to continue their wild ride and a partial government shutdown neared an end. The tech-heavy Nasdaq Composite (^IXIC) sank nearly 2%, with its sell-off gaining steam throughout the day. The S&P 500 (^GSPC) lost 1.3%. The Dow Jones Industrial Average (^DJI) fell around 0.9%, or around 400 po...
US stocks sank on Tuesday as investors digested a wave of tech-focused earnings, while precious metals jumped to continue their wild ride and a partial government shutdown neared an end. The tech-heavy Nasdaq Composite (^IXIC) sank nearly 2%, with its sell-off gaining steam throughout the day. The S&P 500 (^GSPC) lost 1.3%. The Dow Jones Industrial Average (^DJI) fell around 0.9%, or around 400 points, after the blue-chip benchmark led gains on Monday. Palantir's (PLTR) surprisingly strong quarterly results signaled the AI trade may have room to run. But the rosy outlook flipped early in the session, however, with many of tech's biggest names continuing a recent slide. Nvidia (NVDA) fell over 3% amid signs of cooling relations with OpenAI (OPAI.PVT). The startup's dissatisfaction with Nvidia's latest AI chips has bogged down talks with the chipmaker for an investment of up to $100 billion — a plan its CEO Jensen Huang downplayed on Monday. Amazon (AMZN) and Microsoft (MSFT) also lost ground amid a continued sell-off in software stocks. Tuesday's software plunge came as AI startup Anthropic (ANTH.PVT) unveiled a productivity tool for in-house lawyers. The dour mood around tech has turned a spotlight on chipmaker AMD's (AMD) after-hours earnings report, which could provide the best look yet at the AI trade amid those fears of Big Tech overspending and an AI bubble. Its results prepare the ground for quarterly updates from Amazon and Alphabet (GOOG), which will be highlighted later this week. Also on Tuesday, PayPal (PYPL) earnings and forecast missed estimates, as the payments services firm named HP (HPQ) boss Enrique Lores as its new CEO. Its stock tumbled over 16%, against a background of an exodus from software stocks. Reports from Pepsi (PEP), Pfizer (PFE), and Chipotle (CMG) are also on the docket. Elsewhere in the corporate world, The Walt Disney Company (DIS) named parks chief Josh D'Amaro as the entertainment giant's next CEO, set to replace longtime leader Bo...
Novo Nordisk CEO Mike Doustdar addresses concerns about the duration of the current slump in the company's legacy business due to price reductions and volume uptake dynamics. He highlights the strong initial uptake of the Wegovy pill, with 170,000 patients in four weeks, marking it as one of the most successful pharmaceutical launches in recent history. (Source: Bloomberg)
Novo Nordisk CEO Mike Doustdar addresses concerns about the duration of the current slump in the company's legacy business due to price reductions and volume uptake dynamics. He highlights the strong initial uptake of the Wegovy pill, with 170,000 patients in four weeks, marking it as one of the most successful pharmaceutical launches in recent history. (Source: Bloomberg)
iQoncept/iStock via Getty Images As earnings season ramps up and geopolitical tensions keep affecting the markets, b elow is a list of healthcare sector stocks that are regarded as pricey with halting momentum according to the SA grading system. Each of these stocks is listed according to the lowest momentum grade along with their valuation grade. AIM ImmunoTech Inc. ( AIM ), AirSculpt Technologie...
iQoncept/iStock via Getty Images As earnings season ramps up and geopolitical tensions keep affecting the markets, b elow is a list of healthcare sector stocks that are regarded as pricey with halting momentum according to the SA grading system. Each of these stocks is listed according to the lowest momentum grade along with their valuation grade. AIM ImmunoTech Inc. ( AIM ), AirSculpt Technologies, Inc. ( AIRS ), and Applied Therapeutics, Inc. ( APLT ) lead the list, each carrying a momentum grade of “F.” AirSculpt Technologies ( AIRS ) holds the lowest Quant Rating at 1.03, earning a Strong Sell designation. Clearside Biomedical, Inc. ( CLSDQ ) and Fractyl Health, Inc. ( GUTS ) also appear on the list with similarly weak momentum profiles. The majority of stocks featured fall within the Hold or Strong Sell qualitative rating categories, reflecting challenging price performance across these healthcare names. Momentum and valuation grades are given on a scale from A+ to F. The momentum grade measures a stock’s price performance, with F representing the lowest momentum. The valuation grade indicates how expensive a stock is relative to its fundamentals, with A+ being most undervalued and F being most overvalued (pricey). Here is the list: AIM ImmunoTech Inc. ( AIM ), Quant Rating: 2.50 AirSculpt Technologies, Inc. ( AIRS ), Quant Rating: 1.03 Applied Therapeutics, Inc. ( APLT ), Quant Rating: 2.52 Clearside Biomedical, Inc. ( CLSDQ ), Quant Rating: 2.50 Fractyl Health, Inc. ( GUTS ), Quant Rating: 2.51 HCW Biologics Inc. ( HCWB ), Quant Rating: 2.50 Lyra Therapeutics, Inc. ( LYRA ), Quant Rating: 2.50 Plus Therapeutics, Inc. ( PSTV ), Quant Rating: 1.04 Quince Therapeutics, Inc. ( QNCX ), Quant Rating: 2.50 Anebulo Pharmaceuticals, Inc. ( ANEB ), Quant Rating: 2.51 Health Care ETFs: ( XLV ), ( VHT ), ( IHI ), ( IXJ ), ( IYH ), ( FHLC ), and ( FXH ) More on AIM ImmunoTech, State Street Health Care Select Sector SPDR ETF, etc. CMS Rates Proposal Shatters Health Insuran...
French state prosecutors have asked appeal court judges to maintain a five-year election ban on the far-right leader Marine Le Pen for embezzlement of European parliament funds in a fake jobs scandal. If the judges decide to grant the request, Le Pen would probably not be able to run in France’s 2027 presidential election. The state prosecutors also recommended a four-year prison sentence against ...
French state prosecutors have asked appeal court judges to maintain a five-year election ban on the far-right leader Marine Le Pen for embezzlement of European parliament funds in a fake jobs scandal. If the judges decide to grant the request, Le Pen would probably not be able to run in France’s 2027 presidential election. The state prosecutors also recommended a four-year prison sentence against Le Pen, three of which would be suspended, and one served at home with an electronic bracelet. They also requested a €100,000 fine. “The seriousness of the charges means any other sanction would be inadequate,” Stéphane Madoz-Blanchet, one of the state prosecutors in the case said on Tuesday. The final decision on sentencing will be made by a panel of appeal judges who will take several months to deliberate and return a verdict “before the summer”. Le Pen, 57, who leads the anti-immigration National Rally (RN), was considered to be one of the top contenders for next year’s French presidential election until she was barred from running for election for five years with immediate effect last March after being found guilty of an extensive and long-running fake jobs scam at the European parliament. Le Pen appealed against last year’s verdict and a fresh trial at Paris’s court of appeal is entering its final stages. Le Pen is seeking to overturn last year’s verdict and sentence in order to run for president in 2027. She told the court there was no “system” set up by her party to misuse European parliament funds. But state prosecutors summing up the case against Le Pen on Tuesday that she had been at the centre of a “thought-out”, “centralised” and almost “industrial” system to embezzle European parliament funds. They told the appeal court that taxpayer money allocated to members of the European parliament to pay their assistants based in Strasbourg or Brussels was siphoned off by the party from 2004 to 2016, to pay its own workers in France, in violation of the parliament’s rules...
SoFi (Nasdaq: SOFI) stock continues to drop after the company reported outstanding earnings for the fourth quarter of 2025. Guidance for 2026 would be the envy of any other banking stock, yet investors weren't pleased with the results. Below, I dig through what we learned in the quarter and show why SoFi is well positioned to continue being the highest growth stock in banking in 2026 and beyond. *...
SoFi (Nasdaq: SOFI) stock continues to drop after the company reported outstanding earnings for the fourth quarter of 2025. Guidance for 2026 would be the envy of any other banking stock, yet investors weren't pleased with the results. Below, I dig through what we learned in the quarter and show why SoFi is well positioned to continue being the highest growth stock in banking in 2026 and beyond. *Stock prices used were end-of-day prices of Feb. 2, 2026. The video was published on Feb. 2, 2026. 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 » Should you buy stock in SoFi Technologies right now? Before you buy stock in SoFi Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and SoFi Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $446,319!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,137,827!* Now, it’s worth noting Stock Advisor’s total average return is 932% — a market-crushing outperformance compared to 197% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 3, 2026. Travis Hoium has positions in SoFi Technologies. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that su...
The tech-heavy Nasdaq Composite ( COMP:IND ) slid 2.2% on Tuesday as traders and investors pulled back from growth-oriented assets, extending a broader risk-off tone across markets. The decline reflects an ongoing rotation out of high-multiple technology names and into more defensive corners of the market, including consumer staples , energy, and utilities, as investors seek stability amid heighte...
The tech-heavy Nasdaq Composite ( COMP:IND ) slid 2.2% on Tuesday as traders and investors pulled back from growth-oriented assets, extending a broader risk-off tone across markets. The decline reflects an ongoing rotation out of high-multiple technology names and into more defensive corners of the market, including consumer staples , energy, and utilities, as investors seek stability amid heightened volatility. Information technology ( XLK ) is the weakest-performing S&P 500 ( SP500 ) sector on the session, down 3.5%. Pressure is broad-based, with key industries such as semiconductors, IT services, and software each falling more than 4%, underscoring the depth of the selloff. Technology and the Nasdaq are not alone in the red. Cryptocurrency markets are also under pressure, with bitcoin ( BTC-USD ) sliding 5% and hovering near the $74,500 level, signaling waning risk appetite across speculative assets. Market participants remain cautious ahead of upcoming jobs data and earnings updates later this week. Moreover, outlined below are the five worst performing stocks that are fueling the selloff on the Nasdaq-100: No. 1: PayPal ( PYPL ) -18.9%. No. 2: ThomsonReuters ( TRI ) -17.1%. No. 3: CoStar Group ( CSGP ) -12.1%. No. 4: Intuit ( INTU ) -11.3%. No. 5: Cognizant Technology Solutions ( CTSH ) -10.8%. Nasdaq ETFs: ( QQQ ), ( QQQM ), ( SQQQ ), ( TQQQ ), ( QLD ), and ( QID ). Tech ETFs: ( VGT ), ( XLK ), ( IYW ), ( FTEC ), ( IXN ), and ( RSPT ). Bitcoin ETFs: ( IBIT ), ( ARKB ), ( GBTC ), ( BRRR ), ( BTCO ), ( HODL ), ( BTCW ), ( FBTC ), ( BITB ), and ( EZBC ). More on markets SpaceX–xAI deal reignites IPO countdown as prediction markets take bets on the date PLTR jumps on earnings; see what SA analysts are saying Deutsche Bank stands firm on $6,000 gold target as it says the bullish case remains intact ETF inflows shatter records as $165B floods in during the month of January U.S. corporate profits stay on solid footing, as Goldman projects double-digit growth in 2026
Earnings Call Insights: Healthpeak Properties, Inc. (DOC) Q4 2025 Management View CEO Scott Brinker opened the call by highlighting that Healthpeak finished 2025 with earnings in line with the midpoint of original guidance and significant transaction activity: “A couple of comments on our segments. Outpatient Medical represents just over 50% of our portfolio income. Kelvin will discuss our outstan...
Earnings Call Insights: Healthpeak Properties, Inc. (DOC) Q4 2025 Management View CEO Scott Brinker opened the call by highlighting that Healthpeak finished 2025 with earnings in line with the midpoint of original guidance and significant transaction activity: “A couple of comments on our segments. Outpatient Medical represents just over 50% of our portfolio income. Kelvin will discuss our outstanding operating results in that segment, but I want to make some more general comments, including the benefits of the merger with Physicians Realty Trust.” Brinker emphasized over $70 million of realized synergies from the merger, the acceleration of internalized property management, and strong private market demand for outpatient assets, with $325 million in sales at a low 6% cap rate in Q4. Brinker stated, “The outpatient sector is benefiting from the ongoing shift in care delivery to lower-cost, more convenient outpatient settings. Policy changes from Washington also support demand, including CMS, allowing more and more surgeries to be done in outpatient settings, and new supply continues to be very low given the cost of new construction.” Discussing the lab segment, Brinker noted that operating headwinds peaked in the first half of 2025 but said, “In the last 5 months, we've seen continued improvement in capital raising and M&A. New deliveries will soon go to zero and will remain at zero for several years. Certain life science buildings are pivoting to alternative uses, which helps address the supply overhang.” He detailed the Gateway acquisition in South San Francisco, calling it a strategic move for long-term value, and announced leadership appointments: “We now own and control 210 acres in South San Francisco, which is roughly 1/3 of the land in the entire submarket.” On senior housing, Brinker explained, “Our fourth quarter results were outstanding with 17% same-store growth,” and introduced the Janus Living IPO: “We chose to pursue the creation of a pure-play senior...
立法會舉行今屆首場前廳交流會 陳茂波:預算案會主動對接十五五規劃 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會舉行今屆首場前廳交流會。 財政司司長陳茂波由內會主席陳振英陪同進入前廳,多名副司長及局長亦有出...
立法會舉行今屆首場前廳交流會 陳茂波:預算案會主動對接十五五規劃 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會舉行今屆首場前廳交流會。 財政司司長陳茂波由內會主席陳振英陪同進入前廳,多名副司長及局長亦有出席,跟議員討論推進產業發展,主動對接十五五規劃及鞏固提升國際金融、航運、貿易中心地位。會後陳茂波說,三星期後發表的預算案,亦會主動對接十五五規劃。「雖然規劃正式出台,是3月兩會期間,但之前建議在10月已出來,所以編製預算案時,我們是充分參考十五五規劃建議的內容。同時因為十五五規劃,是中長期規劃,這個工作的對接亦會比較中長期,預算案會就目前掌握的資料及所知,做好前期部署。」
Taiwan Semiconductor Manufacturing is a top way to invest in AI. Every decade, there seems to be a new investing trend that pops up. While some of these trends have real momentum behind them, others fizzle out before they can make a big impact. The primary investment theme over the past few years has undeniably been artificial intelligence (AI) investing. There have already been billions, if not t...
Taiwan Semiconductor Manufacturing is a top way to invest in AI. Every decade, there seems to be a new investing trend that pops up. While some of these trends have real momentum behind them, others fizzle out before they can make a big impact. The primary investment theme over the past few years has undeniably been artificial intelligence (AI) investing. There have already been billions, if not trillions of dollars, spent on computing hardware to power AI workloads. By 2030, Nvidia expects annual data center spending to be $3 trillion to $4 trillion. That's a massive opportunity, and there are several ways to take advantage of it as an investor. One of my top investment ideas in the space is Taiwan Semiconductor Manufacturing (TSM 2.92%). The company is at the heart of the AI movement, as almost every computing unit deployed for AI workloads utilizes chips from its factories. This makes it a neutral way to play the AI arms race, as it doesn't matter which computing units are being deployed; chances are, it's filled with chips from Taiwan Semiconductor. I believe its stock is set to skyrocket over the next few years, and if you don't already own shares, it's not too late to buy. Taiwan Semiconductor is growing its global footprint Taiwan Semiconductor makes logic chips, which are critical in all of the various AI computing units on the market today. There's also only a handful of competitors in this space, mainly because it has such a massive lead in production capacity and footprint. The company has served its clients well over the past decade, and it has no reason to switch away. One area of concern some investors and clients may have is its location. The island of Taiwan is located just off mainland China, and there have been rumors of China being willing to take military action to return Taiwan under tighter control. If something like that were to happen, the stock would certainly plummet, but it wouldn't be in as bad a shape as it was a few years ago. Taiwan Se...
Key Points Taiwan Semiconductor Manufacturing has diversified its global footprint. The stock is cheap for its projected growth rate. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Every decade, there seems to be a new investing trend that pops up. While some of these trends have real momentum behind them, others fizzle out before they can make a big impact. The primary investm...
Key Points Taiwan Semiconductor Manufacturing has diversified its global footprint. The stock is cheap for its projected growth rate. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Every decade, there seems to be a new investing trend that pops up. While some of these trends have real momentum behind them, others fizzle out before they can make a big impact. The primary investment theme over the past few years has undeniably been artificial intelligence (AI) investing. There have already been billions, if not trillions of dollars, spent on computing hardware to power AI workloads. By 2030, Nvidia expects annual data center spending to be $3 trillion to $4 trillion. That's a massive opportunity, and there are several ways to take advantage of it as an investor. One of my top investment ideas in the space is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is at the heart of the AI movement, as almost every computing unit deployed for AI workloads utilizes chips from its factories. This makes it a neutral way to play the AI arms race, as it doesn't matter which computing units are being deployed; chances are, it's filled with chips from Taiwan Semiconductor. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » I believe its stock is set to skyrocket over the next few years, and if you don't already own shares, it's not too late to buy. Taiwan Semiconductor is growing its global footprint Taiwan Semiconductor makes logic chips, which are critical in all of the various AI computing units on the market today. There's also only a handful of competitors in this space, mainly because it has such a massive lead in production capacity and footprint. The company has served its clients well over the past decade, and it has no reason to switch away. One area of concern some investors and clients may have is its location. The island of Taiwan is located just off mainla...
Florida Freeze Batters Citrus Belt, Inflicts "Significant Damage" To Central Orange Groves Floridians were once again warned this week to watch out for falling iguanas as an ultra-rare cold blast sent temperatures plunging to record lows of 22F in Jacksonville and 24F in Orlando. Whenever Arctic air pours into The Sunshine State, its citrus industry inevitably takes a hit, and this deep freeze com...
Florida Freeze Batters Citrus Belt, Inflicts "Significant Damage" To Central Orange Groves Floridians were once again warned this week to watch out for falling iguanas as an ultra-rare cold blast sent temperatures plunging to record lows of 22F in Jacksonville and 24F in Orlando. Whenever Arctic air pours into The Sunshine State, its citrus industry inevitably takes a hit, and this deep freeze comes on top of years of damage from greening disease and repeated blows from tropical cyclones that have already decimated the crop. It's so cold in Florida that iguanas started falling from trees. 🦎🥶 When temperatures fall into the 40s or below, iguanas can become cold-stunned, temporarily losing muscle control. They recover as conditions warm. pic.twitter.com/FjDrT7mLmz — AccuWeather (@accuweather) February 1, 2026 "There was significant damage to the remaining oranges to be picked in central Florida," said Jim Roemer, a meteorologist who publishes the WeatherWealth newsletter, quoted by Bloomberg . Roemer added, "Many key areas were well below 28 degrees for over four hours between Sunday and this morning." Here’s a sight you don’t see every day. Frozen orange trees in Central Florida. The irrigation was still on Sunday afternoon. pic.twitter.com/MoaWtErYfV — Michele Blood (@BloodBrief) February 1, 2026 According to Bloomberg data, the average temperature in the Orlando metro area on Sunday was in the low 30s. The good news is that temperatures are expected to rise later in the week and, by mid-month, revert to 30-year seasonal norms around the mid-60s. Even before the deep freeze, we have reported for years that the citrus industry in central Florida has been decimated by greening disease and tropical cyclones. The latest data from the USDA shows that this season's orange juice harvest will be the smallest since 1930. Judy Ganes, president of J. Ganes Consulting, told the outlet that growers were already prepared with water sprayers to help insulate oranges, and that some...