Fashion brand CEO Dame Anya Hindmarch says if you're not running a business using your gut right now, you're in trouble. She speaks to Francine Lacqua at a Bloomberg subscribers event in London on December 10, 2025. (Source: Bloomberg)
Fashion brand CEO Dame Anya Hindmarch says if you're not running a business using your gut right now, you're in trouble. She speaks to Francine Lacqua at a Bloomberg subscribers event in London on December 10, 2025. (Source: Bloomberg)
The market now seems to realize it may have misjudged this company's future. Last year was a forgettable one for DaVita (DVA +19.49%) shareholders, but understandably so. The stock ended up losing 25% of its value in calendar 2025 due to a combination of a declining number of dialysis patients, subpar guidance for most of the year, uncertainty as to how much insurers were willing to continue reimb...
The market now seems to realize it may have misjudged this company's future. Last year was a forgettable one for DaVita (DVA +19.49%) shareholders, but understandably so. The stock ended up losing 25% of its value in calendar 2025 due to a combination of a declining number of dialysis patients, subpar guidance for most of the year, uncertainty as to how much insurers were willing to continue reimbursing the company, and an embarrassing ransomware attack reported in April. It's just possible, however, that the sellers overshot their target. As of 12:16 p.m. ET Tuesday, DaVita stock is up an impressive 20.3% in response to fourth-quarter results and full-year guidance that show more promise than problems. Better than expected For the three-month stretch ending in December, DaVita turned $3.62 billion in revenue into an adjusted per-share profit $3.40. That's well up from the year-earlier comparison of $2.51 per share, when the company reported revenue of just under $3.3 billion. Perhaps more important, though, both of these numbers also topped analysts' expectations. The foreseeable future looks brighter than expected too. DaVita says it's anticipating per-share profits of between $13.60 and $15.00 for the fiscal year now underway, well up from last year's adjusted comparison of only $10.78, and versus analysts' consensus of around $13.50 per share. More to like than not The dialysis treatment company's core challenges remain. Those are health insurers' never-ending efforts to keep their net reimbursement costs to a minimum, and an opportunity for people to achieve better kidney health without Davita's help than they've been able to in the past. This includes home-based dialysis options. Expand NYSE : DVA DaVita Today's Change ( 19.49 %) $ 21.67 Current Price $ 132.86 Key Data Points Market Cap $7.9B Day's Range $ 125.82 - $ 139.83 52wk Range $ 101.00 - $ 178.47 Volume 149K Avg Vol 938K Gross Margin 26.70 % The degree to which these headwinds are going to take a susta...
AKart Design/iStock via Getty Images Introduction Shares in Two Harbors Investment Corp. ( TWO ) have delivered solid gains so far in 2026 as the market apparently feels increasingly confident that the merger with UWM Holdings Corporation ( UWMC ) will close successfully. As a reminder, TWO is set to be acquired by UWMC in an all-stock deal, based on a fixed exchange ratio of 2.3328x shares in UWM...
AKart Design/iStock via Getty Images Introduction Shares in Two Harbors Investment Corp. ( TWO ) have delivered solid gains so far in 2026 as the market apparently feels increasingly confident that the merger with UWM Holdings Corporation ( UWMC ) will close successfully. As a reminder, TWO is set to be acquired by UWMC in an all-stock deal, based on a fixed exchange ratio of 2.3328x shares in UWMC for each share in TWO. Since UWMC stock has surged on the back of expectations for higher mortgage lending volumes, this has naturally pushed TWO shares higher. As such, my main expectation is that the deal will indeed close in Q2 2026, a marked change since my prior article when the outcome was much more uncertain. Against this backdrop, TWO's Q4 2025 results were somewhat underwhelming, with the company reporting weak book value growth and a slump in quarterly non-GAAP earnings. Considering the recent rally in TWO shares, I am downgrading the company to a "Hold," with my more neutral outlook driven by: The potential for incremental share price gains if UWMC stock continues to climb, largely dependent on mortgage rates and activity levels in the sector. The possibility of the deal falling apart, in which case I see TWO shares suffering a pullback, the magnitude of which will likely be dependent on an eventual improvement in non-GAAP earnings. For instance, some of the decline in earnings may be short-lived, driven by higher compensation and benefit costs. A prospective static return of $0.16-0.31/share, below the current dividend level. Without further ado, let's go over TWO's recently released financials before discussing the drivers behind my rating downgrade. The company's Q4 2025 results presentation is available here . Q4 2025 Results Overview TWO reported a GAAP loss of $0.02/share, principally impacted by mark-to-market losses on servicing assets. As these valuation changes are quite volatile from one quarter to the next, TWO also reports non-GAAP earnings, referr...
FactoryTh/iStock via Getty Images Copper prices rebounded Tuesday as the metals selloff of recent days eased, Chinese firms showed signs of buying, and reports said China's government aims to expand strategic reserves of the metal. China should expand the size of its copper reserves and work with state-owned producers to boost commercial stockpiles, according to the China Nonferrous Metals Industr...
FactoryTh/iStock via Getty Images Copper prices rebounded Tuesday as the metals selloff of recent days eased, Chinese firms showed signs of buying, and reports said China's government aims to expand strategic reserves of the metal. China should expand the size of its copper reserves and work with state-owned producers to boost commercial stockpiles, according to the China Nonferrous Metals Industry Association, which held an annual briefing to review trends in the sector. Copper futures climbed ( HG1:COM ) as much as 4.6% to $13,478/ton on the London Metal Exchange, following an 11% plunge from a record high last Thursday to Monday's close, while other base metals including tin and aluminum also rose on the LME. "Manufacturers, who had been absent from the recent rally, emerged from the sidelines to buy copper at lower prices to help restocking inventories ahead of the Lunar New Year holiday... despite economic data showing factory activity remains weak," ANZ analysts said in a note. The broader macro backdrop also supports industrial metals, as President Trump agreed to reduce tariffs on imports of Indian goods to 18%, while the latest U.S. data showed factory activity unexpectedly expanded in January at the fastest pace in more than three years. In Tuesday's trading: Taseko Mines ( TGB ) +12%, Southern Copper ( SCCO ) +9.5%, Teck Resources ( TECK ) +7.8%, Ero Copper ( ERO ) +5.9%, Hudbay Minerals ( HBM ) +5.8%, Freeport-McMoRan ( FCX ) +5.2%, BHP ( BHP ) +3.8%, Rio Tinto ( RIO ) +3.5%. ETFs: ( CPER ), ( COPX ), ( JJCTF ) More on copper Commodities: Markets Stabilize After Heavy Sell-Off Commodities: Oil Increasingly Nervous About Potential U.S. Action In Iran Silver, Gold And Copper Outlook: Metals Flashing Red After Record Runs
Enterprise software stocks were largely in the red on Tuesday while analysts noted that growth is broadly not accelerating in software, while it is in sectors exposed to AI. William Blair noted that fear and not fundamentals is behind the recent reactions to software stocks. "Maybe the simplest explanation is the correct one: growth is broadly not accelerating in software, while it is in other sec...
Enterprise software stocks were largely in the red on Tuesday while analysts noted that growth is broadly not accelerating in software, while it is in sectors exposed to AI. William Blair noted that fear and not fundamentals is behind the recent reactions to software stocks. "Maybe the simplest explanation is the correct one: growth is broadly not accelerating in software, while it is in other sectors, particularly those exposed to the Al capex trade and data center buildout. And with software historically being the growth leader, the sector is adjusting to a new reality, one where it is simply no longer the growth king. This gets compounded by investors not having conviction in who the winners and losers are in an Al world. And with software growth not accelerating, the conclusion is that the sector is not seeing a material benefit from Al...yet," said William Blair analysts led by Arjun Bhatia. Last week, shares of Microsoft ( MSFT ) tumbled despite impressive second-quarter results. Analysts attributed the stock drop to high capital expenditures and Azure's revenue growth coming in only a hair above company expectations. Several software stocks were in the red on Tuesday. Snowflake ( SNOW ) and Atlassian ( TEAM ) slumped about -10% each, while Pegasystems ( PEGA ), MongoDB ( MDB ) -9%, monday.com ( MNDY ), and Elastic ( ESTC ) each tumbled nearly -9%. Workday ( WDAY ) and Asana ( ASAN ) declined nearly -8% each. Salesforce ( CRM ) fell around -7%, and Innodata ( INOD ) dipped about -3%. Microsoft ( MSFT ) and Oracle ( ORCL ) each fell roughly -2%. Cybersecurity stocks Cloudflare ( NET ) -9%, Datadog ( DDOG ) -7%, CrowdStrike ( CRWD ) -4%, and Fortinet ( FTNT ) -3% were also among the losers. Meanwhile, shares of legal software companies and other data service firms also fell on Tuesday after Anthropic ( ANTHRO ) released a new AI automation tool that investors worry could eat into much of their core businesses, Bloomberg News reported . Analytics service provider...
League’s star said to be unhappy over his club’s transfer dealings and Karim Benzema’s move. Now he could face his first backlash Jurassic Park sounded great given the spectacular beasts on display, but there was chaos after they started to do their own thing. When Cristiano Ronaldo, surely the T rex, and Karim Benzema, perhaps a velociraptor, are scoring in spectacular fashion there are headlines...
League’s star said to be unhappy over his club’s transfer dealings and Karim Benzema’s move. Now he could face his first backlash Jurassic Park sounded great given the spectacular beasts on display, but there was chaos after they started to do their own thing. When Cristiano Ronaldo, surely the T rex, and Karim Benzema, perhaps a velociraptor, are scoring in spectacular fashion there are headlines around the world, but the Saudi Pro League is finding out that when they start to flex their muscles off the pitch, there is even more interest and, it turns out, a real problem for the competition. What happened on a manic Monday in the SPL should have been about what unfolded on the pitch. Al-Hilal, in first, drew with third-placed Al-Ahli. Al-Nassr won, to stay second, closing to within a point of the leaders. If Brendan Rodgers, having a whale of a time with Al-Qadsiah, wins his game in hand then four points will separate the top four with just over a third of the season remaining. It is the kind of title race most leagues would love. Continue reading...
Qualcomm ( QCOM ) is scheduled to report Q1 earnings on Wednesday, February 4, after the market close, with consensus calling for EPS of $3.40 (-0.3% Y/Y) and revenue of $12.18B (+4.4% Y/Y). While EPS is expected to dip slightly Y/Y, estimate trends have improved meaningfully, with 18 upward and just three downward EPS revisions over the past three months. Revenue expectations have strengthened ev...
Qualcomm ( QCOM ) is scheduled to report Q1 earnings on Wednesday, February 4, after the market close, with consensus calling for EPS of $3.40 (-0.3% Y/Y) and revenue of $12.18B (+4.4% Y/Y). While EPS is expected to dip slightly Y/Y, estimate trends have improved meaningfully, with 18 upward and just three downward EPS revisions over the past three months. Revenue expectations have strengthened even further, logging 20 upward revisions and no downward changes. For the first quarter, Qualcomm ( QCOM ) said it expects to earn between $3.30 and $3.50 per share on an adjusted basis. Revenue is forecast between $11.8B and $12.6B. Notably, Qualcomm has beaten both EPS and revenue estimates in every quarter over the past two years, setting a high bar heading into the release. Investors will be closely watching updates on the handset and data center segments. Management stated during the last earnings call that data center revenue is now expected to start becoming material in fiscal 2027. Still, risks remain on the handset side. On January 9, Mizuho downgraded Qualcomm’s ( QCOM ) rating from "Outperform" to "Neutral," with a price target cut from $200 down to $175, noting it has “handset headwinds,” as it is expected to lose share in Apple ( AAPL ) devices this year and next. According to the analyst firm, Apple-related revenue in FY2025 was around $8.8B, with roughly $3B at risk as Apple shifts away from Qualcomm modems. “Q1 FY26 results are likely to beat the Street's expectations. I don't expect the headwinds in the handset segment to show up in guidance until H2 this year. This means that any positive announcement regarding the data center segment could bid up the stock post-earnings, especially if management provides a concrete revenue figure for this segment,” SA analyst Deep Value Investing said . QCOM shares have fallen 13.9% over the past year, underperforming the broader market. More on Qualcomm Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peer...
Image source: The Motley Fool. Feb. 3, 2026, 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Paulo Ruiz Sternadt Chief Financial Officer — Olivier Leonetti Vice President, Investor Relations — Yan Jin TAKEAWAYS Electrical Americas Orders -- Orders accelerated 16% on a rolling twelve-month basis, with quarterly orders rising more than 50%, and a sequential increase of over 18%. -- Orders acc...
Image source: The Motley Fool. Feb. 3, 2026, 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Paulo Ruiz Sternadt Chief Financial Officer — Olivier Leonetti Vice President, Investor Relations — Yan Jin TAKEAWAYS Electrical Americas Orders -- Orders accelerated 16% on a rolling twelve-month basis, with quarterly orders rising more than 50%, and a sequential increase of over 18%. -- Orders accelerated 16% on a rolling twelve-month basis, with quarterly orders rising more than 50%, and a sequential increase of over 18%. Electrical Americas Backlog -- Backlog grew 31% year over year to a record $13.2 billion, providing high visibility for future revenue. -- Backlog grew 31% year over year to a record $13.2 billion, providing high visibility for future revenue. Data Center Segment -- Data center orders in Electrical Americas increased approximately 200%, and sales rose by more than 40% compared to Q4 2024. -- Data center orders in Electrical Americas increased approximately 200%, and sales rose by more than 40% compared to Q4 2024. Total Company Revenue -- Quarterly revenue reached $7.1 billion, with organic growth of 9% driven by Electrical and Aerospace segments. -- Quarterly revenue reached $7.1 billion, with organic growth of 9% driven by Electrical and Aerospace segments. Adjusted EPS -- Adjusted earnings per share rose 18% to $3.33, in line with guidance midpoint. -- Adjusted earnings per share rose 18% to $3.33, in line with guidance midpoint. Segment Margins -- Margins reached a Q4 record of 24.9%, up 20 basis points year over year. -- Margins reached a Q4 record of 24.9%, up 20 basis points year over year. Electrical Americas Operating Margin -- Operating margin in the segment declined 180 basis points to 29.8%, due to ramp-up costs from capacity expansion. -- Operating margin in the segment declined 180 basis points to 29.8%, due to ramp-up costs from capacity expansion. Aerospace Segment -- Organic sales growth of 20%, with margins up 120 basis points to...
EL SEGUNDO, Calif., February 03, 2026--(BUSINESS WIRE)--Donahue & Horrow LLP has secured another published federal court victory. In this matter, we represented Austin Baltes, a Google Senior Software Engineer whose long-term disability benefits were wrongfully denied by Metropolitan Life Insurance Company (MetLife). The United States District Court for the Central District of California ruled tha...
EL SEGUNDO, Calif., February 03, 2026--(BUSINESS WIRE)--Donahue & Horrow LLP has secured another published federal court victory. In this matter, we represented Austin Baltes, a Google Senior Software Engineer whose long-term disability benefits were wrongfully denied by Metropolitan Life Insurance Company (MetLife). The United States District Court for the Central District of California ruled that Mr. Baltes was "Totally Disabled" under the terms of Google’s ERISA-governed long-term disability plan, granting his Rule 52 motion and denying MetLife’s competing motion. This decision is published, meaning it will guide courts, insurers, and disability claimants throughout the country. The opinion addresses several key issues that repeatedly appear in ERISA disability cases involving long-haul COVID and other post-viral or subjective conditions. Once again, Donahue & Horrow LLP continues to be a leader in fighting for disability benefits under ERISA. This published decision addresses several recurring issues in ERISA disability claims, including how insurers must weigh treating-physician evidence, the limitations of file-only medical reviews, the proper evaluation of symptoms that do not always produce objective biomarkers, and the requirement that disability be assessed in relation to a claimant’s actual occupational duties. This published ruling builds on a growing body of long-haul COVID disability litigation handled by the firm. In a separate case, Donahue & Horrow LLP reinstated long-term disability benefits and attorneys’ fees for a client facing similar post-viral limitations. Mr. Baltes contracted COVID-19 twice and continued to experience significant long-haul symptoms, including cognitive impairment, fatigue, and difficulty sustaining concentration, all of which interfered with the occupational demands of his Senior Software Engineer position. Although his treating physicians consistently documented these limitations and provided substantial supporting evidenc...
It can be your key to a truly diversified portfolio. Anytime a broad index like the S&P 500 grows 18% in just over a year, it's considered a good stretch. That has been the case with the S&P 500 since the start of 2025, rebounding after a volatile year. While the S&P 500's performance has been a good sign for American stocks, there has been a Vanguard ETF brewing abroad that far outperformed the m...
It can be your key to a truly diversified portfolio. Anytime a broad index like the S&P 500 grows 18% in just over a year, it's considered a good stretch. That has been the case with the S&P 500 since the start of 2025, rebounding after a volatile year. While the S&P 500's performance has been a good sign for American stocks, there has been a Vanguard ETF brewing abroad that far outperformed the market. The Vanguard International High Dividend Yield ETF (VYMI +0.79%) is up 41% since the start of 2025 (through Jan. 30). One ETF with a wide reach As the name hints, VYMI focuses on international companies that pay above-average dividends. To be included, a company must meet yield criteria and show it can maintain its dividend. VYMI currently contains over 1,500 stocks, with the regions divided as follows: Europe: 44% Pacific: 25.9% Emerging markets: 20.9% North America: 8.2% Middle East: 0.8% Other: 0.2% Including companies from both developed and emerging markets gives investors the best of both worlds. You get the (relative) stability of companies in developed markets and the high growth opportunities that often come with investing in companies from emerging markets. And since these companies pay dividends, they're much more likely to be financially stable and firm in their industries. For perspective, its top five holdings are Roche, HSBC, Novartis, Nestle, and Royal Bank of Canada. These are well-established companies with a history of being shareholder-friendly. Expand NASDAQ : VYMI Vanguard International High Dividend Yield ETF Today's Change ( 0.79 %) $ 0.76 Current Price $ 96.47 Key Data Points Day's Range $ 96.04 - $ 96.70 52wk Range $ 65.08 - $ 96.83 Volume 853K An attractive dividend VYMI's current dividend yield is around 3.4%, but it has averaged a yield of around 4.1% since the start of 2025. Both are more than three times the S&P 500. The yield will fluctuate with VYMI's stock price, but if we assume it maintains a 4% yield (below its five-year average),...
We are buying 10 shares of CrowdStrike at roughly $417. Following the trade, Jim Cramer's Charitable Trust will own 255 shares of CRWD, increasing its weighting to about 2.75% from 2.6%. Software stocks are getting slammed on Tuesday amid fears that AI products from companies like Anthropic will eat into the market share of traditional enterprise software-as-a-service (SaaS) companies. It's not a ...
We are buying 10 shares of CrowdStrike at roughly $417. Following the trade, Jim Cramer's Charitable Trust will own 255 shares of CRWD, increasing its weighting to about 2.75% from 2.6%. Software stocks are getting slammed on Tuesday amid fears that AI products from companies like Anthropic will eat into the market share of traditional enterprise software-as-a-service (SaaS) companies. It's not a new thesis, but it's one that has picked up steam over the past few months following the release of Anthropic's Claude Opus 4.5, which the company said was the "best model in the world for coding, agents, and computer use" and can help users with complex enterprise tasks. Software stocks have been hated for months, but the sell-off accelerated on Tuesday after Anthropic released a new automation tool for legal work. This ongoing concern is causing investors to rush for the exit on their software stocks, as Bloomberg reported today. We believe AI's threats to software are valid and something we must be mindful of. Any stumble by enterprise software companies this earnings season will make the "AI is eating software" argument even louder. We're not here to defend the entire software sector. Our only issue with these types of sector sell-offs is that they bring down the shares of good companies alongside those of bad ones. Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption. For example, take a look at the i Shares Expanded Tech-Software Sector ETF . Several companies in this basket will face significant disruption from AI, but other top positions — including Microsoft, Palantir , Palo Alto , and CrowdStrike — are likely to keep thriving. A lot of this relates to what we call the ETF-ization of the market: Many investors prefer to trade ETFs instead of individual stocks, leading to forced selling of holdings that may not be justified. One group unfairly punished is the best-of-breed cybersecurity companies. And as ...
A growing number of people are asking OpenAI’s ChatGPT and other LLMs about their health, often discovering that the chatbots provide remarkably useful medical insights. KJ Dhaliwal (pictured left), who in 2019 sold the South Asian dating app Dil Mil for $50 million, says he has been thinking about the inefficiencies of the U.S. healthcare system ever since he was a child acting as a medical trans...
A growing number of people are asking OpenAI’s ChatGPT and other LLMs about their health, often discovering that the chatbots provide remarkably useful medical insights. KJ Dhaliwal (pictured left), who in 2019 sold the South Asian dating app Dil Mil for $50 million, says he has been thinking about the inefficiencies of the U.S. healthcare system ever since he was a child acting as a medical translator for his parents, and he saw the advent of LLMs as an opportunity to do something about it. In May 2024, he launched Lotus Health AI, a free primary care provider that’s available 24/7 in 50 languages. On Tuesday, Lotus announced it raised $35 million in a Series A round co-led by CRV and Kleiner Perkins, bringing its total funding to $41 million. People are already consulting AI about their health, but Lotus goes a step further: it moves beyond those chats to facilitate actual medical care, including diagnosis, prescriptions, and specialist referrals. In essence, Lotus is building an AI doctor that functions like a real medical practice, equipped with a license to operate in all 50 states, malpractice insurance, HIPAA-compliant systems, and full access to patient records. The key difference is that the majority of the work is done by AI, which is trained to ask the same questions a doctor would. Since AI models are also prone to hallucinations, the company always has board-certified human doctors from top health institutions such as Stanford, Harvard, and UCSF review the final diagnoses, lab orders and medical prescriptions. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar growth stages. Walk away with tactics you can apply immediately Save up to $300 on your pass or save up to 30% with group t...
(RTTNews) - After a firm start and a subsequent good move up north, the Canadian market pared some gains on Tuesday with technology stocks sliding down on heavy selling. Materials stocks gained in strength as precious metals prices climbed higher. Energy stocks moved up thanks to higher oil prices. Consumer staples and utilities stocks were among the other notable gainers. The benchmark S&P/TSX Co...
(RTTNews) - After a firm start and a subsequent good move up north, the Canadian market pared some gains on Tuesday with technology stocks sliding down on heavy selling. Materials stocks gained in strength as precious metals prices climbed higher. Energy stocks moved up thanks to higher oil prices. Consumer staples and utilities stocks were among the other notable gainers. The benchmark S&P/TSX Composite Index, which climbed to 32,540.07 after opening at 32,289.03, was at 32,323.91 at noon, up 140.03 points or 0.43% from previous close. The Materials Capped Index climbed up 4.5%, with several key stocks in the section posting strong gains after gold and silver futures shot up by over 8% and 13%, respectively. Taseko Mines soared more than 12%. Teck Resources, Aya Gold & Silver, First Majestic Silver Corp., Aris Gold Corporation, G. Mining Ventures, Ivanhoe Mines, Hudbay Minerals, Oceanagold, Perpetua Resources, Endeavour Silver Corp and Silvercorp Metals surged 7%-9%. Energy stocks Vermilion Energy, Baytex Energy and International Petroleum Corp gained 3.7%-4.5%. Imperial Oil, Enerflex, Tamarack Valley Energy, Headwater Exploration, Athabasca Oil Corp., Peyto Exploration, Paramount Resources and Cenovus Energy moved up 2%-3%. Consumer staples stocks Loblaw Co. and George Weston gained 2.5% and 2.3%, respectively. Empire Company, Metro Inc., The North West Company and Alimentation Couche-Tard also posted strong gains. The Information Technology Capped Index dropped nearly 6%. Shopify, CGI Group and Descartes Systems Group lost 8%-9%. Lightspeed Commerce, Constellation Software, Tescys, Kinaxis, Open Text Corporation, Coveo Solutions and BlackBerry also declined sharply. 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 PayPal reported disappointing fourth-quarter earnings and announced that it is replacing CEO Alex Chriss. Shares plunged by as much as 20% following the news. There’s still a lot to like about PayPal, but there are also reasons to be cautious. 10 stocks we like better than PayPal › PayPal (NASDAQ: PYPL) reported fourth-quarter earnings that missed expectations, but that wasn't the big s...
Key Points PayPal reported disappointing fourth-quarter earnings and announced that it is replacing CEO Alex Chriss. Shares plunged by as much as 20% following the news. There’s still a lot to like about PayPal, but there are also reasons to be cautious. 10 stocks we like better than PayPal › PayPal (NASDAQ: PYPL) reported fourth-quarter earnings that missed expectations, but that wasn't the big story. Along with its earnings release, PayPal announced that it is immediately parting ways with CEO Alex Chriss, who has been with the company only since late 2023 and was tasked with turning the business around after its post-COVID slowdown. With the stock trading at a single-digit P/E and several key growth initiatives underway, is it a good idea for investors to double down on the payments leader? 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 » There's a lot to like about PayPal right now Of course, the 4% year-over-year revenue growth that PayPal just reported isn't likely to get most investors too excited. But there is a lot going on that isn't yet reflected in the numbers, and this is one of the big reasons I've been so bullish on the stock in the first place. Consider this list of growth initiatives: PayPal announced that it will be the first integrated payments wallet in OpenAI's ChatGPT, which is launching in 2026. The company has partnered with Google to develop new payments solutions to integrate across Google's platforms, which are used by billions. to develop new payments solutions to integrate across Google's platforms, which are used by billions. PayPal rolled out a best-in-breed rewards program for buy now, pay later (BNPL) transactions. PayPal launched its Agentic Commerce Services for merchants. The company applied for an industrial banking charter. PayPal announced an agentic commerce partnership with Microsoft (NASDAQ: MSFT) This list is even more impressive when you ...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle (NYSE:ORCL) is reportedly planning to raise about US$45b to US$50b in debt and equity to fund large scale AI and cloud infrastructure projects. The company is said to be exploring sizable job cuts, reportedly in the range of 20,000 to 30,000 roles, as part of a broad operational resha...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle (NYSE:ORCL) is reportedly planning to raise about US$45b to US$50b in debt and equity to fund large scale AI and cloud infrastructure projects. The company is said to be exploring sizable job cuts, reportedly in the range of 20,000 to 30,000 roles, as part of a broad operational reshaping. Oracle is also weighing a potential sale of its healthcare software unit Cerner, which could reshape its sector exposure and product mix. Oracle sits at the center of enterprise databases, applications, and cloud services, and has been pushing further into AI focused workloads with its infrastructure offerings. The reported funding move signals an intention to compete more directly for large cloud and AI partnerships, while potential Cerner changes point to a tighter focus on core platforms. For you as an investor, the combination of a very large capital raise, reported job cuts, and a possible Cerner divestment adds both opportunity and execution risk to the NYSE:ORCL story. How Oracle structures this financing, manages any restructuring, and positions its cloud and AI offerings is likely to shape how the market views its long term role in enterprise software and infrastructure. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL 1-Year Stock Price Chart Why Oracle could be great value For existing shareholders, Oracle's plan to raise US$45b to US$50b through a mix of bonds, preferreds, and common stock is a clear signal that management is leaning into capital intensive AI and cloud-infrastructure projects to serve contracted demand from names like NVIDIA, Meta, AMD, OpenAI, TikTok, and xAI. At the same time, talk of large-scale job cuts and a possible Cerner sale suggests a reset of the cost base and portfolio that could change O...
Image source: The Motley Fool. Tuesday, February 3, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Derek Schmidt Chief Financial Officer — Michael Ressler TAKEAWAYS Net Sales -- $118.2 million, up 9% due to higher unit volume in sourced soft seating and tariff-related price increases, partially offset by declines in made-to-order and homestyles ready-to-assemble produc...
Image source: The Motley Fool. Tuesday, February 3, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Derek Schmidt Chief Financial Officer — Michael Ressler TAKEAWAYS Net Sales -- $118.2 million, up 9% due to higher unit volume in sourced soft seating and tariff-related price increases, partially offset by declines in made-to-order and homestyles ready-to-assemble products. -- $118.2 million, up 9% due to higher unit volume in sourced soft seating and tariff-related price increases, partially offset by declines in made-to-order and homestyles ready-to-assemble products. Operating Margin -- 7.6%, showing a year-over-year increase of 150 basis points from adjusted operating margin of 6.1%. -- 7.6%, showing a year-over-year increase of 150 basis points from adjusted operating margin of 6.1%. GAAP Operating Income -- $9.0 million, compared to prior year GAAP income of $11.7 million, which included a $5 million gain from a facility sale not repeated this year. -- $9.0 million, compared to prior year GAAP income of $11.7 million, which included a $5 million gain from a facility sale not repeated this year. Adjusted Operating Income -- $9.0 million, up 35% from $6.7 million in the prior year when excluding the facility gain. -- $9.0 million, up 35% from $6.7 million in the prior year when excluding the facility gain. Sales Order Backlog -- $82.4 million, including estimated tariff surcharges. -- $82.4 million, including estimated tariff surcharges. Tariff Revenue Impact -- $9.5 million included in the quarter from tariff surcharges. -- $9.5 million included in the quarter from tariff surcharges. Cash Position -- $36.8 million in cash, with $126 million in working capital and no bank debt. -- $36.8 million in cash, with $126 million in working capital and no bank debt. Sales Growth Drivers -- Growth came from higher-margin new product introductions and share gains with strategic accounts, with new products accounting for 30%-40% of sales in the la...