There are some strong bargains in the high-dividend area of the stock market right now. The S&P 500 is near its all-time high, but that doesn't mean there aren't bargain investment opportunities in the market. Two high-yielding dividend stocks that could be especially interesting are Hess Midstream Partners (HESM 0.43%) and Simon Property Group (SPG 1.56%), and in this video you'll find out why. *...
There are some strong bargains in the high-dividend area of the stock market right now. The S&P 500 is near its all-time high, but that doesn't mean there aren't bargain investment opportunities in the market. Two high-yielding dividend stocks that could be especially interesting are Hess Midstream Partners (HESM 0.43%) and Simon Property Group (SPG 1.56%), and in this video you'll find out why. *Stock prices used were the morning prices of Jan 29, 2026. The video was published on Feb.1, 2026.
In selecting D'Amaro, Disney has turned to the leader of the part of its business that has delivered the most reliable profits in recent years, as the company works to find its way in the world of streaming.
In selecting D'Amaro, Disney has turned to the leader of the part of its business that has delivered the most reliable profits in recent years, as the company works to find its way in the world of streaming.
By Kanishka Ajmera and Rashika Singh Feb 3 (Reuters) - Shares of Palantir Technologies jumped 6.9% in early trading on Tuesday as investors bet on the company's military-grade AI tools and services after it reported a surge in quarterly sales, boosted by rising U.S. defense spending. Denver, Colorado-based Palantir is on track to add about $24.4 billion to its market value at the current price o...
By Kanishka Ajmera and Rashika Singh Feb 3 (Reuters) - Shares of Palantir Technologies jumped 6.9% in early trading on Tuesday as investors bet on the company's military-grade AI tools and services after it reported a surge in quarterly sales, boosted by rising U.S. defense spending. Denver, Colorado-based Palantir is on track to add about $24.4 billion to its market value at the current price of $158, if gains hold. The stock has risen 1,700% over the past three years. The company, founded by tech billionaire Peter Thiel and with the CIA as one of its early backers, said on Monday that revenue derived from the U.S. government jumped 66% in the fourth quarter to $570 million, helping lift total sales to $1.41 billion, above analysts' estimate of $1.33 billion. The data analytics firm forecast first-quarter sales above estimates and flagged a sharp surge in sales in 2026, driven in part by government contracts. "We believe that the growing political tailwinds for reindustrialization and the strengthening of American supply chains provide a fertile backdrop for greenfield deployments of Palantir's efficiency-driving software," Morningstar analysts said. Despite Tuesday's jump, Palantir shares are down nearly 17% so far this year, reflecting investor concerns over the company's lofty valuation. The stock trades at a forward price-to-earnings ratio of about 131. The company will need to maintain its impressive performance to justify its current pricing, especially as future growth comparisons become more challenging, analysts at Jefferies said. KARP MOUNTS DEFENCE OF PALANTIR SURVEILLANCE TOOLS CEO Alex Karp defended Palantir's surveillance technology, emphasizing it has safeguards to prevent government overreach. He said the company was "supporting in a critical manner, some of the most interesting, intricate, unusual operations that the U.S. government has been involved in", but did not specify which government programs Palantir was involved in. Karp's remark...
The merger of SpaceX and xAI is reshaping how investors view Musk’s companies—linking rockets, satellites, and artificial intelligence into one of the most ambitious technology bets ever.
The merger of SpaceX and xAI is reshaping how investors view Musk’s companies—linking rockets, satellites, and artificial intelligence into one of the most ambitious technology bets ever.
BlackJack3D The iShares Expanded Tech-Software Sector ETF ( IGV ) has closed in the red every day since last Monday’s close, declining about 12.2% over this period. IGV vs. S&P 500 (Seeking Alpha) Here are the IGV’s latest closes: Jan. 27 -1.4% Jan. 28 -0.7% Jan. 29 -2.2% Jan. 30 -1.7% Feb. 2 -0.8% The ETF is currently -4.2% to $85.79, down -18.8% year-to-date and -16.2% from a year ago. Here are ...
BlackJack3D The iShares Expanded Tech-Software Sector ETF ( IGV ) has closed in the red every day since last Monday’s close, declining about 12.2% over this period. IGV vs. S&P 500 (Seeking Alpha) Here are the IGV’s latest closes: Jan. 27 -1.4% Jan. 28 -0.7% Jan. 29 -2.2% Jan. 30 -1.7% Feb. 2 -0.8% The ETF is currently -4.2% to $85.79, down -18.8% year-to-date and -16.2% from a year ago. Here are its top 10 holdings: Microsoft ( MSFT ) – Down 4.72% from 5 days ago Palantir ( PLTR ) – Up 1.9% from 5 days ago Oracle ( ORCL ) – Down 6.4% from 5 days ago Salesforce ( CRM ) – Down 7.1% from 5 days ago Intuit ( INTU ) – Down 9.6% from 5 days ago AppLovin Corp. ( APP ) – Down 17.1% from 5 days ago Adobe ( ADBE ) – Down 4.8% from 5 days ago Palo Alto Networks ( PANW ) – Down 7.5% from 5 days ago CrowdStrike Holdings ( CRWD ) – Down 5.6% from 5 days ago ServiceNow ( NOW ) – Down 7.1% from 5 days ago “With a few years of investment and advancements in AI, why do we not see the revenue generation many have expected by now at end markets (not at the hardware level)? When will the trillions of dollars start showing an ROI?” said Joe Albano , investing group leader of Tech Cache at Seeking Alpha, in a recent analysis . “Eventually, these investments will come home to roost, but whether that means success or failure remains unanswered. As of right now, it's not looking good,” he added. More on iShares Expanded Tech-Software Sector ETF Wall Street Lunch: Software Stocks Slammed AI Can't Sustain This Rate Of Return IGV Vs. IGPT: Performance Gap Shows AI Is Starting To Eat Software MSFT led the decline in tech stocks, are software stocks in trouble? ServiceNow shows enterprise software thrives with AI, but acceleration concerns prompt drop
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Anthropic’s Claude AI models experienced a major outage today, impacting products like Claude Code. Developers were seeing a 500 error when trying to use Claude Code, and Anthropic said that it...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Anthropic’s Claude AI models experienced a major outage today, impacting products like Claude Code. Developers were seeing a 500 error when trying to use Claude Code, and Anthropic said that it was seeing elevated error rates on its APIs “across all Claude models.” Anthropic quickly identified the root cause and implemented a fix within around 20 minutes, but developers that rely on the tool were left staring at their screens waiting for the service to come back online. Claude Opus 4.5 also experienced some errors yesterday, and earlier this week Anthropic had to fix purchasing issues for its AI credits system. It’s unusual to see Claude Code experience a major outage like this, especially as the service is used widely by developers, including Microsoft’s AI teams. Update, February 3rd: Anthropic has now resolved its Claude API outage.
Al Drago/Getty Images News Homebuilder stocks climbed in Tuesday late morning trading after a media report said builders are working on a privately-funded "Trump Homes" plan aimed at closing the housing supply gap and easing the U.S. housing affordability crisis. Overall, the iShares US Home Construction ETF ( ITB ) jumped 4.9% as of 11:03 a.m. ET, the State Street SPDR S&P Homebuilders ETF ( XHB ...
Al Drago/Getty Images News Homebuilder stocks climbed in Tuesday late morning trading after a media report said builders are working on a privately-funded "Trump Homes" plan aimed at closing the housing supply gap and easing the U.S. housing affordability crisis. Overall, the iShares US Home Construction ETF ( ITB ) jumped 4.9% as of 11:03 a.m. ET, the State Street SPDR S&P Homebuilders ETF ( XHB ) gained 3.6% and the Direxion Daily Homebuilders & Supplies Bull 3X Shs ETF ( NAIL ) spiked 13% . By company, D.R. Horton ( DHI ) +5.8%, KB Home ( KBH ) +5.1%, PulteGroup ( PHM ) +6.4%, Toll Brothers ( TOL ) +5.4%, Lennar ( LEN ) +5.6%, Beazer Homes ( BZH ) +5.9%, Tri Pointe Homes ( TPH ) +5.1%, NVR ( NVR ) +3.7%, Taylor Morrison ( TMHC ) +4.9% and Meritage Homes ( MTH ) +6.9%. Under the proposal, builders would sell entry-level homes into a pathway-to-ownership program backed by private investors, Bloomberg reported, citing people familiar. Lennar ( LEN ) and Taylor Morrison ( TMHC ) were among the builders that have collaborated on the proposal, the people said. In one version of the plan, investors would rent the homes to tenants, with monthly payments counting toward a down payment after three years if renters decide to buy. The size of the program would depend on the level of participation, though builders have discussed targeting as many as 1M homes, potentially translating into over $250B of housing. One of the people said the private investors would incur any initial losses, while many details -- including the role of federally-supported mortgages -- are still being refined, Bloomberg reported. Industry players first pitched the idea to the Trump administration last year and have continued discussions since, the people said , with one of the people warning the plan would be difficult to implement and may not gain adequate support to move forward. The White House, Lennar and Taylor Morrison didn't immediately respond to Seeking Alpha's request for comment. Dear read...
The high-growth data mining company is still firing on all cylinders. Palantir's (PLTR +4.47%) stock has rallied more than 90% over the past 12 months, making it one of the best-performing stocks of the S&P 500. However, investors should know these three things about this hypergrowth tech company before jumping on the bullish bandwagon. 1. Its growth is accelerating Palantir provides data mining a...
The high-growth data mining company is still firing on all cylinders. Palantir's (PLTR +4.47%) stock has rallied more than 90% over the past 12 months, making it one of the best-performing stocks of the S&P 500. However, investors should know these three things about this hypergrowth tech company before jumping on the bullish bandwagon. 1. Its growth is accelerating Palantir provides data mining and analytics tools to government and commercial customers. Aggregating data from disparate sources helps its clients make faster data-driven decisions. Its government-facing platform, Gotham, is expanding as the intensifying geopolitical conflicts drive more government agencies to use its services. Its commercial platform, Foundry, is also locking in major customers, including Walmart (WMT +2.31%) and Amazon (AMZN 1.93%). Palantir expects its revenue to rise 60%-61% in 2026. That would mark a significant acceleration from its 56% growth in 2025, 29% growth in 2024, and 17% growth in 2023. The growth of its U.S. commercial business, new U.S. government contracts, and the expansion of its AI platform (for creating custom apps) will likely drive that expansion. 2. Its "Rule of 40" has hit triple digits Like many other software companies, Palantir uses the "Rule of 40" -- its year-over-year revenue growth added its adjusted operating margin -- to measure its success. If that sum stays above 40, then it's expanding at a sustainable rate without sacrificing its own margins. That closely watched score hit a record high of 127% in the fourth quarter of 2025. That's up from 114% in the third quarter and 81% in the fourth quarter of 2024. That expansion indicates Palantir has plenty of pricing power as economies of scale dilute its operating expenses. That's why Palantir turned profitable in 2023. Its net income more than doubled in 2024, more than tripled in 2025, and analysts anticipate another 87% growth in 2026. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 4.47 %) ...
Key Points Investors had high expectations heading into Palantir's fourth-quarter financial report, and they were not disappointed. Revenue growth accelerated for the 10th consecutive quarter, blowing past Wall Street's expectations. Palantir's extravagant valuation remains a concern, but there's precedent for groundbreaking stocks with lofty valuations. 10 stocks we like better than Palantir Tech...
Key Points Investors had high expectations heading into Palantir's fourth-quarter financial report, and they were not disappointed. Revenue growth accelerated for the 10th consecutive quarter, blowing past Wall Street's expectations. Palantir's extravagant valuation remains a concern, but there's precedent for groundbreaking stocks with lofty valuations. 10 stocks we like better than Palantir Technologies › One of the biggest questions among investors is what to make of artificial intelligence (AI). There are concerns about the slowing adoption of AI, the potential of a bubble, and whether the circular nature of some AI deals is "artificially" propping up demand. With all that uncertainty as a backdrop, Palantir Technologies(NASDAQ: PLTR) reported its quarterly results after the market close on Monday, and to call the quarter a blowout might be an understatement. The AI and data mining specialist beat Wall Street's expectations across all key metrics and issued a bullish forecast for 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. Continue » Let's take a look at the results, what they suggest about the future, and whether any nagging doubts remain. A blowout For its fourth quarter, Palantir delivered blockbuster results across the board. Record revenue of $1.4 billion jumped 70% year over year and 19% quarter over quarter, marking the 10th consecutive quarter of accelerating revenue growth. Spending discipline fueled robust adjusted earnings per share (EPS) of $0.25, which surged 79%. The company easily surpassed Wall Street's expectations, with analysts' consensus estimates of $1.34 billion in revenue and $0.23 in EPS. Yet as impressive as the numbers are, the devil's in the details, and the underlying metrics were even more eye-catching. U.S. government revenue jumped 66% year over year and 17% sequentially to $570 million. However, it was the U.S. commercial segment that did the hea...
News Summary: Shared industrial AI architecture combines Virtual Twins and AI infrastructure deployable at scale. Science-validated world models position industrial AI as a mission-critical system of record, not a point solution. Platform accelerated by NVIDIA, grounded in science by Dassault Systèmes, expands long-term value creation across biology, materials science, engineering and manufacturin...
News Summary: Shared industrial AI architecture combines Virtual Twins and AI infrastructure deployable at scale. Science-validated world models position industrial AI as a mission-critical system of record, not a point solution. Platform accelerated by NVIDIA, grounded in science by Dassault Systèmes, expands long-term value creation across biology, materials science, engineering and manufacturing through a new way of working: skilled virtual companions. Dassault Systèmes (Euronext Paris: FR0014003TT8, DSY.PA) and NVIDIA today announced a long-term strategic partnership to establish a shared industrial architecture for mission-critical artificial intelligence across industries. Combining Dassault Systèmes’ Virtual Twin technologies with NVIDIA AI infrastructure, open models and accelerated software libraries will establish science-validated Industry World Models, and new ways of working through skilled virtual companions on the agentic 3DEXPERIENCE platform, that empower professionals with new expertise. “We are entering an era where artificial intelligence does not just predict or generate, but understands the real world. When AI is grounded in science, physics and validated industrial knowledge, it becomes a force multiplier for human ingenuity,” said Pascal Daloz, CEO of Dassault Systèmes. “Together with NVIDIA, we are building Industry World Models that unite Virtual Twins and accelerated computing to help industry design, simulate and operate complex systems in biology, materials science, engineering and manufacturing with confidence. This partnership establishes a new foundation for industrial AI, one that is trustworthy by design and capable of scaling innovation across the generative economy.” "Physical AI is the next frontier of artificial intelligence, grounded in the laws of the physical world,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Dassault Systèmes, we’re uniting decades of industrial leadership with NVIDIA’s AI and Omniverse pla...
Siemens Energy CEO Christian Bruch discusses the company's plans to invest $1 billion (€847 million) in manufacturing capacity in the US over the next two years. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
Siemens Energy CEO Christian Bruch discusses the company's plans to invest $1 billion (€847 million) in manufacturing capacity in the US over the next two years. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
Shares of Sangamo Therapeutics ( SGMO ) fell ~28% on Tuesday after the gene therapy developer priced an underwritten stock offering worth $25M, and the tenure of its Principal Financial Officer came to an end. The offering represented nearly 35.1M shares of Sangamo’s ( SGMO ) common stock and pre-funded warrants to purchase approximately 17.8M shares of its common stock. The company priced the off...
Shares of Sangamo Therapeutics ( SGMO ) fell ~28% on Tuesday after the gene therapy developer priced an underwritten stock offering worth $25M, and the tenure of its Principal Financial Officer came to an end. The offering represented nearly 35.1M shares of Sangamo’s ( SGMO ) common stock and pre-funded warrants to purchase approximately 17.8M shares of its common stock. The company priced the offering of common stock and accompanying warrants at $0.4719 apiece and indicated a combined offering price of $0.4619 each for pre-funded warrants and accompanying warrants. Concurrently, Sangamo ( SGMO ) disclosed it agreed to reduce the exercise price on certain outstanding warrants to purchase about 23.8M shares of its common stock held by an investor to $0.4719 from $1.00. Additionally, it has opted to extend the term of those warrants to five and a half years from the date of issuance. With gross proceeds from the offering projected at about $25M, the company intends to use the offering to fund its working capital and general corporate purposes. Meanwhile, in a regulatory filing, the Richmond, California-based biotech noted that the contract of Principal Financial Officer Prathyusha Duraibabu terminated on Feb. 3. Sangamo ( SGMO ) has named Nikunj Jain, Vice President, Finance and Corporate Controller, as her successor and its Interim Chief Financial Officer. In the same filing, the company projected approximately $20.9M of cash and cash equivalents as of the 2025 year-end on a preliminary basis. More on Sangamo Therapeutics Sangamo Therapeutics, Inc. (SGMO) Q3 2025 Earnings Call Transcript Sangamo rises as FDA grants Fast Track status to neuropathic pain asset Sangamo rises as FDA accepts rolling submission request for gene therapy Seeking Alpha’s Quant Rating on Sangamo Therapeutics Historical earnings data for Sangamo Therapeutics
gece33/iStock via Getty Images Introduction Shares of SkyWest ( SKYW ) have been range-bound since my previous piece on the company back in October last year. Last week, the company reported its Q4'25 results, and investors seemed unamused by both the results and guidance. Despite the lukewarm market reaction and sideways share price, I think the fundamentals are still there to tell a compelling s...
gece33/iStock via Getty Images Introduction Shares of SkyWest ( SKYW ) have been range-bound since my previous piece on the company back in October last year. Last week, the company reported its Q4'25 results, and investors seemed unamused by both the results and guidance. Despite the lukewarm market reaction and sideways share price, I think the fundamentals are still there to tell a compelling story. The topline held up reasonably well amid seasonal pressures and some one-off hits, while the business continues to secure long-term visibility through major contract extensions, steadily deleveraging its balance sheet, and positioning itself for multi-year fleet growth in the E175 segment. And even though there were some expense pressures that compressed margins this quarter, I think the utilization trends and new aircraft coming online should offset this going forward. At 8x earnings, the stock looks attractive. A Strong Topline, but Expense Growth Outpaced Revenues SkyWest wrapped up 2025 with a solid Q4 . During the most recent quarter (results released on Jan 29), the company reported revenues of just over a billion at $1.02 billion , which was down sequentially at around 9% but still up 8.4% year over year. Seeking Alpha On revenues, Flying agreements (mostly contract revenues), clocked in $940.3 million, up 3% year over year and the contracted portion was $844 million, up 7.3% compared to last year. Prorate and charter revenues held steady at $167 million compared to the prior quarter, showing growth from $126 million a year earlier, while leasing and other revenues rose to $54 million, boosted by third-party maintenance services. Company Filings On the margin side, SkyWest delivered operating income of $134.2 million, which was down from $144.1 million last year, mostly as a result of a near $20 million increase in salaries and wages. Most of that was due to increased block hours, but the fact that the company had a 22.5% increase in aircraft maintenance expens...
Earnings Call Insights: Atkore Inc. (ATKR) Q1 2026 Management View William Waltz, President and CEO, opened by stating the company "achieved net sales of $656 million and adjusted EBITDA of $69 million, both were above our outlook range. Our $0.83 of adjusted EPS was also above the top end of our outlook range." Waltz highlighted a 2% organic volume increase, led by strong Electrical segment perfo...
Earnings Call Insights: Atkore Inc. (ATKR) Q1 2026 Management View William Waltz, President and CEO, opened by stating the company "achieved net sales of $656 million and adjusted EBITDA of $69 million, both were above our outlook range. Our $0.83 of adjusted EPS was also above the top end of our outlook range." Waltz highlighted a 2% organic volume increase, led by strong Electrical segment performance, and over $30 million in year-over-year productivity savings. He added, "we continue to advance our strategic alternative process to evaluate opportunities to strengthen our business and maximize value for our shareholders. During the quarter, we completed the divestiture of our Tectron Mechanical Tube product line and manufacturing facility." Waltz confirmed the company expects to complete the exit of three manufacturing facilities in Q2, which is aligned with its 80/20 initiative that prioritizes electrical end markets. He stated, "We expect for net sales to be in a range of $2.95 billion and $3.05 billion. Our net sales outlook adjust for approximately $40 million of annual sales related to our Tectron mechanical tube product line resulting from the divestiture." John Deitzer, VP & CFO, said, "In the first quarter, we achieved net sales of $656 million and adjusted EBITDA of $69 million. Adjusted EPS was $0.83 per share compared to $1.63 in the prior year. Our tax rate in the first quarter was 3%, a decrease from 21% in the prior year. The first quarter tax rate reflects a onetime discrete benefit associated with tax planning related to a foreign operation." John Pregenzer, COO & President of Electrical, described progress on manufacturing consolidation: "We are on track to exit these facilities in our second fiscal quarter. These actions are part of our broader 80/20 initiative to serve our customers efficiently while also creating a more streamlined cost structure." Outlook Atkore reaffirmed full-year 2026 guidance: net sales in the range of $2.95 billion to $3....