Key Points Privium Fund Management sold 75,747 shares of Arrowhead Pharmaceuticals in the fourth quarter; the estimated transaction value was $3.71 million based on quarterly average prices. Meanwhile, the position value increased by $10.09 million, reflecting both the sale and stock price movement during the quarter. Post-sale, Privium holds 398,204 ARWR shares valued at $26.44 million. These 10 ...
Key Points Privium Fund Management sold 75,747 shares of Arrowhead Pharmaceuticals in the fourth quarter; the estimated transaction value was $3.71 million based on quarterly average prices. Meanwhile, the position value increased by $10.09 million, reflecting both the sale and stock price movement during the quarter. Post-sale, Privium holds 398,204 ARWR shares valued at $26.44 million. These 10 stocks could mint the next wave of millionaires › Privium Fund Management reported a sale of 75,747 shares of Arrowhead Pharmaceuticals (NASDAQ:ARWR) in a February 2 SEC filing, with the estimated trade value at $3.71 million based on quarterly average pricing. What happened According to a SEC filing dated February 2, Privium Fund Management reduced its position in Arrowhead Pharmaceuticals by 75,747 shares in the fourth quarter. The estimated value of this share sale was $3.71 million, based on the mean unadjusted closing price during the quarter. Meanwhile, the quarter-end value of the fund's Arrowhead position surged by $10.09 million as prices similarly skyrocketed, reflecting both trading and price movement. What else to know Following the sale, Arrowhead represents 4.87% of Privium’s 13F U.S. equity AUM. Top holdings after the filing: NASDAQ: TSLA: $102.76 million (18.9% of AUM) NASDAQ: SHOP: $66.00 million (12.2% of AUM) NYSE: SPOT: $39.49 million (7.3% of AUM) NASDAQ: PLTR: $35.55 million (6.5% of AUM) NASDAQ: AMZN: $27.93 million (5.1% of AUM) As of February 2, Arrowhead shares were priced at $73.00, up a staggering 289.5% over the prior year and vastly outperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Revenue (TTM) $829.45 million Net Income (TTM) ($1.6 million) Market Capitalization $10.22 billion Price (as of 2/2/26) $73.00 Company snapshot Arrowhead Pharmaceuticals develops RNA interference (RNAi) therapeutics targeting diseases such as liver disorders, hypertriglyceridemia, complement-mediated diseases, and rare gen...
Jonathan Kitchen Rising capital expenditure by hyperscalers could translate into significantly higher depreciation charges over the coming years, a dynamic that Morgan Stanley said may not be fully reflected in consensus forecasts and one that has also drawn attention from short seller Michael Burry. Morgan Stanley said hyperscalers are shifting from relatively asset-light business models toward i...
Jonathan Kitchen Rising capital expenditure by hyperscalers could translate into significantly higher depreciation charges over the coming years, a dynamic that Morgan Stanley said may not be fully reflected in consensus forecasts and one that has also drawn attention from short seller Michael Burry. Morgan Stanley said hyperscalers are shifting from relatively asset-light business models toward infrastructure-heavy operations as they expand data center capacity to meet surging artificial intelligence demand. That transition has important accounting implications, Morgan Stanley’s global director of research, Katy Huberty, said. Using a revised depreciation model that adjusts for distortions created by rising construction-in-progress balances, Morgan Stanley estimates that Microsoft ( MSFT ), Oracle ( ORCL ), Meta Platforms ( META ), and Alphabet ( GOOGL ) ( GOOG ) could collectively face more than $680 billion in depreciation charges over the next four years. The bank said traditional forecasting approaches may understate future depreciation because they fail to capture the lag fully between capital spending and assets being placed into service. In November, Burry, who had famously predicted the 2008 financial crisis, had said that major cloud and AI infrastructure companies are artificially inflating profits by extending the “useful life” of their assets. According to Burry, extending these assets' lifespan on paper lets firms spread the depreciation expenses over longer periods, which then lowers reported costs and inflates net income. As per Burry's estimates, these adjustments will lead to a cumulative $176 billion understatement of depreciation between 2026 and 2028. Here are some tech-related ETFs: ( NYSEARCA: VGT ), ( NYSEARCA: IYW ), ( NYSEARCA: FTEC ), ( NYSEARCA: IXN ), and ( NYSEARCA: RSPT ). Artificial Intelligence/Robotics ETFs: ( NASDAQ: AIQ ), ( NASDAQ: BOTZ ), ( NYSEARCA: DTEC ), ( NYSEARCA: GINN ), ( NASDAQ: ROBT ), ( NYSEARCA: TECB ), ( NASDAQ: XT ...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The proc...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The processor includes 86 performance cores, enabling 9% better single-thread performance and upto 61% higher multi-threaded performance. This ensures faster processing of heavy workloads, such as AI model training, large-scale data processing, engineering simulations and more. Intel has added FP16 data type support to its Advanced Matrix Extensions (AMX) engine. This is set to ensure up to 17% performance improvement in AI/ML workloads compared to the prior generation. The system also incorporates up to 128 CPU PCIe Gen 5.0 lanes. This will provide robust platform connectivity and effectively support multi-GPUs, SSDs and network cards. Integrated Intel Wi-Fi 6E and discrete support for Intel Wi-Fi 7 ensure consistent connectivity. The processor also brings solid improvement in memory performance compared to the prior generation. The product launch has strengthened Intel’s position in the high-end workstation and professional AI compute market. Per a report from Future Market Insights, the global workstation market is expected to witness a 7.4% compound annual growth rate from 2025 to 2035. Intel is expanding its portfolio capitalize on this emerging market trend. ASUS, a leading computer, mobile and electronics manufacturer, is already using Intel’s Xeon 698X Processor in its latest motherboard, delivering impressive performance. How are Competitors Faring? Intel faces competition from Advanced Micro Devices AMD and Arm Holdings ARM in this space. Arm-based processors are gaining traction in data centers, cloud workloads and AI computing. Hyperscalers, such as Amazon, have deploye...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The proc...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The processor includes 86 performance cores, enabling 9% better single-thread performance and upto 61% higher multi-threaded performance. This ensures faster processing of heavy workloads, such as AI model training, large-scale data processing, engineering simulations and more. Intel has added FP16 data type support to its Advanced Matrix Extensions (AMX) engine. This is set to ensure up to 17% performance improvement in AI/ML workloads compared to the prior generation. The system also incorporates up to 128 CPU PCIe Gen 5.0 lanes. This will provide robust platform connectivity and effectively support multi-GPUs, SSDs and network cards. Integrated Intel Wi-Fi 6E and discrete support for Intel Wi-Fi 7 ensure consistent connectivity. The processor also brings solid improvement in memory performance compared to the prior generation. The product launch has strengthened Intel’s position in the high-end workstation and professional AI compute market. Per a report from Future Market Insights, the global workstation market is expected to witness a 7.4% compound annual growth rate from 2025 to 2035. Intel is expanding its portfolio capitalize on this emerging market trend. ASUS, a leading computer, mobile and electronics manufacturer, is already using Intel’s Xeon 698X Processor in its latest motherboard, delivering impressive performance. How are Competitors Faring? Intel faces competition from Advanced Micro Devices AMD and Arm Holdings ARM in this space. Arm-based processors are gaining traction in data centers, cloud workloads and AI computing. Hyperscalers, such as Amazon, have deploye...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The proc...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The processor includes 86 performance cores, enabling 9% better single-thread performance and upto 61% higher multi-threaded performance. This ensures faster processing of heavy workloads, such as AI model training, large-scale data processing, engineering simulations and more. Intel has added FP16 data type support to its Advanced Matrix Extensions (AMX) engine. This is set to ensure up to 17% performance improvement in AI/ML workloads compared to the prior generation. The system also incorporates up to 128 CPU PCIe Gen 5.0 lanes. This will provide robust platform connectivity and effectively support multi-GPUs, SSDs and network cards. Integrated Intel Wi-Fi 6E and discrete support for Intel Wi-Fi 7 ensure consistent connectivity. The processor also brings solid improvement in memory performance compared to the prior generation. The product launch has strengthened Intel’s position in the high-end workstation and professional AI compute market. Per a report from Future Market Insights, the global workstation market is expected to witness a 7.4% compound annual growth rate from 2025 to 2035. Intel is expanding its portfolio capitalize on this emerging market trend. ASUS, a leading computer, mobile and electronics manufacturer, is already using Intel’s Xeon 698X Processor in its latest motherboard, delivering impressive performance. How are Competitors Faring? Intel faces competition from Advanced Micro Devices AMD and Arm Holdings ARM in this space. Arm-based processors are gaining traction in data centers, cloud workloads and AI computing. Hyperscalers, such as Amazon, have deploye...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The proc...
Intel Corporation INTC introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requirements are present, and systems run heavy workloads for long durations. Unlike consumer CPUs, such as i7 or i9, in these cases, stability, scalability and high computing power matter the most. The processor includes 86 performance cores, enabling 9% better single-thread performance and upto 61% higher multi-threaded performance. This ensures faster processing of heavy workloads, such as AI model training, large-scale data processing, engineering simulations and more. Intel has added FP16 data type support to its Advanced Matrix Extensions (AMX) engine. This is set to ensure up to 17% performance improvement in AI/ML workloads compared to the prior generation. The system also incorporates up to 128 CPU PCIe Gen 5.0 lanes. This will provide robust platform connectivity and effectively support multi-GPUs, SSDs and network cards. Integrated Intel Wi-Fi 6E and discrete support for Intel Wi-Fi 7 ensure consistent connectivity. The processor also brings solid improvement in memory performance compared to the prior generation. The product launch has strengthened Intel’s position in the high-end workstation and professional AI compute market. Per a report from Future Market Insights, the global workstation market is expected to witness a 7.4% compound annual growth rate from 2025 to 2035. Intel is expanding its portfolio capitalize on this emerging market trend. ASUS, a leading computer, mobile and electronics manufacturer, is already using Intel’s Xeon 698X Processor in its latest motherboard, delivering impressive performance. How are Competitors Faring? Intel faces competition from Advanced Micro Devices AMD and Arm Holdings ARM in this space. Arm-based processors are gaining traction in data centers, cloud workloads and AI computing. Hyperscalers, such as Amazon, have deploye...
Palantir Technologies Inc. (NASDAQ:PLTR) shares are trading higher Tuesday after the company reported better-than-expected fourth-quarter fiscal earnings and issued first-quarter sales guidance above estimates. Also, the company issued fiscal-year 2026 sales guidance above estimates. Earnings And Revenue Beat Estimates, U.S. Commercial And Government Revenue Grow Palantir reported adjusted earning...
Palantir Technologies Inc. (NASDAQ:PLTR) shares are trading higher Tuesday after the company reported better-than-expected fourth-quarter fiscal earnings and issued first-quarter sales guidance above estimates. Also, the company issued fiscal-year 2026 sales guidance above estimates. Earnings And Revenue Beat Estimates, U.S. Commercial And Government Revenue Grow Palantir reported adjusted earnings per share of 25 cents, beating the consensus estimate of 23 cents. In addition, the company reported revenue of $1.40 billion, beating the consensus estimate of $1.32 billion. The company reported growth across its U.S. operations in the fourth quarter. U.S. revenue increased 93% year-over-year, driven by a 137% increase in U.S. commercial revenue. U.S. government revenue rose 66% year-over-year. Palantir reported increased customer activity during the quarter, closing 180 deals of at least $1 million, including 84 deals of at least $5 million and 61 deals of at least $10 million. Total contract value increased 138% year-over-year to $4.262 billion. U.S. commercial total contract value rose 67% year-over-year, while U.S. commercial remaining deal value increased 145% year-over-year. The company reported GAAP operating margins of 41% and adjusted operating margins of 57% for the quarter. Palantir also generated operating cash flow and adjusted free cash flow margins above 50% and reported a Rule of 40 score of 127%. For fiscal-year 2025, Palantir reported growth across its U.S. business. U.S. revenue grew 75% year- over-year, with U.S. commercial revenue up 109% and U.S. government revenue up 55%. The company reported GAAP operating margins above 30% and adjusted operating margins of 50% for the year. Palantir expects first-quarter revenue of $1.532 billion to $1.536 billion, versus the consensus estimate of $1.31 billion. Furthermore, the company anticipates full-year revenue of $7.18 billion to $7.19 billion, versus the consensus estimate of $6.21 billion. Technical Anal...
Missed_Approach/iStock Editorial via Getty Images Oshkosh Corp. ( OSK ) on Tuesday was upgraded to Neutral from a previous investment rating of Underperform by analysts at Bank of America securities. They said a more balanced outlook for the company’s Access segment and a shift toward steadier businesses have improved the risk and reward profile. The firm kept its price objective at $149, slightly...
Missed_Approach/iStock Editorial via Getty Images Oshkosh Corp. ( OSK ) on Tuesday was upgraded to Neutral from a previous investment rating of Underperform by analysts at Bank of America securities. They said a more balanced outlook for the company’s Access segment and a shift toward steadier businesses have improved the risk and reward profile. The firm kept its price objective at $149, slightly below Oshkosh’s ( OSK ) recent trading price, and said valuation support now limits downside despite lingering earnings risk. BofA analysts led Michael Feniger said Oshkosh ( OSK ) has taken a more conservative stance on its cyclical Access unit, which is closely tied to construction activity. The company guided Access sales down again for 2026, reflecting continued weakness in private and local construction projects. BofA views the forecast as realistic and said it likely marks a trough, with Access sales down about 20% from peak levels, a pattern consistent with past non recessionary downturns. The upgrade also reflects what the firm described as a positive mix shift across Oshkosh’s ( OSK ) portfolio. Profits are increasingly coming from more stable operations such as Vocational, which includes fire trucks and airport ground support equipment, while Access now represents a smaller share of earnings than in prior cycles. Free cash flow is improving, which analysts said provides capacity for share buybacks. Bank of America Securities said there is improving visibility into longer term earnings, supported by a record backlog in the Vocational business, deliveries tied to the U.S. Postal Service contract and improved contract terms in the Defense segment. Even so, the firm flagged execution risk around Oshkosh Corp.’s 2026 earnings guidance of $11.50 per share, which it said depends on a strong second half ramp. The firm lowered its earnings estimates following fourth quarter results and now forecasts 2026 earnings per share of $11.15, below the company’s longer term target...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — David Gandler Chief Financial Officer — John Janedis Takeaways Pro forma revenue (trailing twelve months) -- $6.2 billion generated by the combined fuboTV FUBO +0.00% ) -- $6.2 billion generated by the combined Pro forma subscribers (period end) -- 6.2 million in North America, establis...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — David Gandler Chief Financial Officer — John Janedis Takeaways Pro forma revenue (trailing twelve months) -- $6.2 billion generated by the combined fuboTV FUBO +0.00% ) -- $6.2 billion generated by the combined Pro forma subscribers (period end) -- 6.2 million in North America, establishing the company as the second largest digital MVPD in the United States. -- 6.2 million in North America, establishing the company as the second largest digital MVPD in the United States. Pro forma adjusted EBITDA (trailing twelve months) -- $77.9 million. -- $77.9 million. North America pro forma revenue (Q1 2026) -- $1.68 billion, up 6% year over year. -- $1.68 billion, up 6% year over year. North America pro forma net loss (Q1 2026) -- $46.4 million, a significant improvement from $130.4 million year over year. -- $46.4 million, a significant improvement from $130.4 million year over year. Reported net loss (Q1 2026) -- $19.1 million, reduced from $38.6 million the previous year. -- $19.1 million, reduced from $38.6 million the previous year. Pro forma adjusted EBITDA (Q1 2026) -- $41.4 million, nearly doubling from $22 million year over year. -- $41.4 million, nearly doubling from $22 million year over year. Cash, cash equivalents, and restricted cash -- $458.6 million at period end. -- $458.6 million at period end. Reverse stock split -- Company plans to execute a reverse split of common stock by end of fiscal Q2 2026 to align share count with company scale and broaden investor accessibility. -- Company plans to execute a reverse split of common stock by end of fiscal Q2 2026 to align share count with company scale and broaden investor accessibility. Integration progress -- fuboTV FUBO +0.00% ) Disney (NYSE: DIS) ad server to complete this month, enabling inventory to be sold alongside Disney Plus, ESPN Plus, and Hulu, with management expecting a "meaningful uplift in...
The British government said on Tuesday it had sent a file of material to police looking into allegations that Labour Party politician Peter Mandelson passed sensitive government information to Jeffrey Epstein. Detectives are assessing whether Mandelson should face a criminal investigation over leaks to the late sex offender. Prime Minister Keir Starmer told his Cabinet that he was “appalled” by th...
The British government said on Tuesday it had sent a file of material to police looking into allegations that Labour Party politician Peter Mandelson passed sensitive government information to Jeffrey Epstein. Detectives are assessing whether Mandelson should face a criminal investigation over leaks to the late sex offender. Prime Minister Keir Starmer told his Cabinet that he was “appalled” by the revelations in newly released Epstein files, and was concerned there are more details still to emerge. Advertisement Starmer’s government is drawing up legislation to kick Mandelson, a towering Labour figure for decades, out of Parliament and remove the noble title, Lord Mandelson, that comes with his lifetime membership in the House of Lords. A trove of more than 3 million pages of Epstein-related documents released by the US Justice Department has brought excruciating revelations about 72-year-old Mandelson, who served in senior government roles under previous Labour governments and was UK ambassador to Washington until Starmer fired him in September over his ties to Epstein. Advertisement The newly released files contain details about Mandelson’s contacts with the disgraced financier, including emails passing on nuggets of political information, some of which critics say may have broken the law. Police say they are reviewing reports of misconduct “to determine if they meet the criminal threshold for investigation”.
syahrir maulana/iStock via Getty Images Market Overview The U.S. economy concluded 2025 with a divergent picture: robust services activity contrasted sharply with persistent manufacturing weakness and a cooling labor market. The Institute for Supply Management (ISM) Services Purchasing Managers’ Index (PMI) surged to 54.4% in December – the highest reading of the year and the 10th consecutive mont...
syahrir maulana/iStock via Getty Images Market Overview The U.S. economy concluded 2025 with a divergent picture: robust services activity contrasted sharply with persistent manufacturing weakness and a cooling labor market. The Institute for Supply Management (ISM) Services Purchasing Managers’ Index (PMI) surged to 54.4% in December – the highest reading of the year and the 10th consecutive month of expansion – signaling continued strength in the sector responsible for more than two-thirds of economic activity. However, manufacturing faced headwinds from tariff uncertainty, elevated input costs, and weak demand: the ISM Manufacturing PMI fell to 47.9% in December, marking the 10th consecutive month of contraction and the lowest level of 2025. The labor market showed signs of significant deceleration. The payroll report, compiled by the U.S. Bureau of Labor Statistics, showed nonfarm payrolls rising just 50,000 in December, well below expectations of 73,000. It was the worst year for hiring since 2020, with only 584,000 jobs created in all of 2025. The unemployment rate edged down from November’s revised 4.5% to 4.4% in December, but the improvement was partly attributable to declining labor force participation rather than robust hiring. Inflation showed encouraging moderation. November’s annual Consumer Price Index (CPI) inflation came in at 2.7%, which was down from 3.0% in September. November’s core CPI reading was 2.6%, the lowest since March 2021. Year-over-year energy prices rose 4.2%, while shelter costs – historically a stubborn component – increased 3.0%, indicating progress toward the U.S. Federal Reserve’s 2% inflation target. The combination of cooling inflation, weakening labor markets, and resilient services activity suggests an economy in transition that is navigating tariff impacts and government spending shifts while avoiding outright recession. Fund Review We have been pleased with the Fund’s performance in the fourth quarter and for the full year...
Key Points Failure to repay money to the federal government can lead to garnishment of your Social Security benefits. A growing number of retirees carry student loan debt, and falling into arrears can lead to smaller Social Security payments. Missing child support and/or alimony payments leads to the most substantial withholdings. The $23,760 Social Security bonus most retirees completely overlook...
Key Points Failure to repay money to the federal government can lead to garnishment of your Social Security benefits. A growing number of retirees carry student loan debt, and falling into arrears can lead to smaller Social Security payments. Missing child support and/or alimony payments leads to the most substantial withholdings. The $23,760 Social Security bonus most retirees completely overlook › If Social Security is an important component of your retirement plan, it's probably good to know that federal law generally protects your Social Security benefits from creditors. However, did you know that if you fail to repay money to the federal government, it's possible the government will recover the money due by withholding it from your Social Security benefits? The three most important things to know about money being withheld are: 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 » Withholding can occur only if the SSA receives a garnishment court order. It shouldn't come as a surprise. The SSA will usually send a notification if it's going to withhold any part of your benefits. Depending on the type of debt, garnishment can't exceed a specific percentage of your monthly benefit amount. Here's a rundown of when the Social Security Administration (SSA) is required to withhold money. Federal taxes The IRS has the right to levy a portion of your Social Security benefits if you have unpaid back taxes. However, the most that can be withheld is 15% of each Social Security payment until the tax debt is paid in full. That means if you normally receive a Social Security benefit of $2,000, the most the SSA can withhold is $300. Federal student loans A growing number of retirees still carry student loan debt, either from their own education or from loans they took out for their children's education. In the event you fail to make payments and a loan falls into...
Iran Says US Carrier Has Retreated Near Yemen, Opening Door To Diplomacy Iran's Fars news has said that the US aircraft carrier Abraham Lincoln has retreated near Yemen , opening room for the pursuit of diplomacy in hopes of staving off military confrontation between Washington and Tehran. The report says that the large nuclear-powered carrier had "withdrawn" about 1,400 kilometers (870 miles) fro...
Iran Says US Carrier Has Retreated Near Yemen, Opening Door To Diplomacy Iran's Fars news has said that the US aircraft carrier Abraham Lincoln has retreated near Yemen , opening room for the pursuit of diplomacy in hopes of staving off military confrontation between Washington and Tehran. The report says that the large nuclear-powered carrier had "withdrawn" about 1,400 kilometers (870 miles) from the port city of Chabahar in southern Iran, and that is now operating near the Gulf of Aden, east of Yemen’s Socotra Island; however, the Pentagon had not immediately confirmed this. Nimitz-class aircraft carrier USS Abraham Lincoln, via US Navy The carrier group reportedly has several accompanying destroyers and submarines, as is standard when operating in an active deployment, especially in the Central Command (CENTCOM) area. US envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are expected to meet on Friday in Istanbul to discuss a possible nuclear deal , according to Axios . For now, uncertainty hangs above the meeting planning - but the apparent distancing of US and Iranian forces in the Gulf region is a big and positive sign that the dialogue is proceeding, which would constitute the first direct talks since the June war. Iranian foreign Miniser Araghchi has stressed that "Iran is ready for diplomacy" but has also spelled out that "diplomacy is incompatible with pressure, intimidation, and force." The Iranians are hopeful about potential renewed direct contacts with Washington, however. Also, Iranian President Masoud Pezeshkian in a new Tuesday statement signaled conditional support for renewed talks with Washington as regional intermediaries - including Turkey, Egypt, and Qatar - scramble to dial down rising regional tensions. In a social media post, Pezeshkian said he backs "fair and equitable negotiations" with the United States and has instructed his top diplomat Araghchi to engage with US officials "provided that a suitable environment exists - on...
watch now VIDEO 12:41 12:41 Robert Kraft on new Super Bowl ad: You're not born with hate, it's learned Squawk Box New England Patriots owner Robert Kraft responded Tuesday morning on CNBC's " Squawk Box " to reports that he will not be included in this year's NFL Hall of Fame class ahead of his team appearing in the Super Bowl this weekend. "What matters to me is we win Sunday," Kraft told CNBC. H...
watch now VIDEO 12:41 12:41 Robert Kraft on new Super Bowl ad: You're not born with hate, it's learned Squawk Box New England Patriots owner Robert Kraft responded Tuesday morning on CNBC's " Squawk Box " to reports that he will not be included in this year's NFL Hall of Fame class ahead of his team appearing in the Super Bowl this weekend. "What matters to me is we win Sunday," Kraft told CNBC. His reported omission from the Hall of Fame has him joining former Patriots coach Bill Belichick, who also was reportedly not included in this year's class, causing an uproar over the snub. The full honorees will be unveiled on Thursday during the "NFL Honors" ceremony in San Francisco, just days before the Patriots are set to face off with the Seattle Seahawks at the Super Bowl. "I can't speak on issues where other people are voting or doing things," Kraft said on Tuesday. As a pair, Kraft and Belichick led the Patriots to six Super Bowl wins.
Natali_Mis/iStock via Getty Images Right now is a very challenging time for investors, especially those in my situation, where you're in your mid- to late 30s and want to maximize total returns because you're still very much in the wealth accumulation phase. However, with growth stocks ( QQQ ) having undergone such a tremendous bull run and many trading at very elevated levels, leading to the broa...
Natali_Mis/iStock via Getty Images Right now is a very challenging time for investors, especially those in my situation, where you're in your mid- to late 30s and want to maximize total returns because you're still very much in the wealth accumulation phase. However, with growth stocks ( QQQ ) having undergone such a tremendous bull run and many trading at very elevated levels, leading to the broader S&P 500 ( SPY ) appearing to be historically overvalued and investors like Ray Dalio saying we're likely in a bubble and Howard Marks saying that we could be in for a lost decade , choosing an investing strategy becomes even more difficult. Do you bet on continued outperformance from mega-cap tech stocks like Nvidia ( NVDA ), Tesla ( TSLA ), and Palantir ( PLTR ) and risk getting crushed if the AI bubble indeed pops? Or do you bet on much more attractively valued dividend growth stocks ( VIG ) in funds like the Schwab U.S. Dividend Equity ETF ( SCHD ), but risk continued perennial underperformance? After all, the future does appear to be increasingly in the hands of AI. So companies that do not innovate aggressively risk getting left behind and potentially even completely disrupted altogether. Fortunately, there is a third path that investors can take where they can avoid the bubble-like valuations in the S&P 500 and the mega-cap tech stocks that dominate it, while at the same time setting themselves up to potentially achieve vastly superior total returns to what SCHD has delivered in recent years. In this article, I will detail what the strategy is, how I implement it in my portfolio, and also share some ideas to help you begin to implement the strategy for yourself. A High-Yield Strategy Built For Total Return My approach is simple: building a portfolio filled with high-yielding stocks, mostly sourced from seven key sectors. I implement value investing principles to select individual stocks and then overlay an opportunistic capital recycling program, along with effect...
alexsl Citi has resumed coverage of Becton, Dickinson (BD) at buy, saying that the closing of the spinoff of its Biosciences & Diagnostic Solutions business to Waters on Feb. 9 will lead to faster growth. The bank has a $233 price target (~15% upside based on Feb. 2 close). Analyst Joanne Wuensch noted that following the spinoff, BD will become a pure-play medtech, focusing on four major areas wit...
alexsl Citi has resumed coverage of Becton, Dickinson (BD) at buy, saying that the closing of the spinoff of its Biosciences & Diagnostic Solutions business to Waters on Feb. 9 will lead to faster growth. The bank has a $233 price target (~15% upside based on Feb. 2 close). Analyst Joanne Wuensch noted that following the spinoff, BD will become a pure-play medtech, focusing on four major areas with decent growth: m edical essentials; connected care; biopharma systems; and interventional. "Spin-outs generally create a more focused company, freeing the parent to deliver faster, more consistent growth," she wrote. "Further, the sale should position it to pay down debt and repurchase shares while investing in R&D." The spinoff, announced in July 2025, is valued at $17.5B. More on Becton, Dickinson Becton, Dickinson And Company: Rightfully Re-Rated (Downgrade) Becton, Dickinson: Our New, Long, Special Situation Investment Becton, Dickinson and Company 2025 Q4 - Results - Earnings Call Presentation Becton, Dickinson declares $1.05 dividend Novo Nordisk Wegovy pill uptake negatively impacts syringe makers
Intel Corporation’s stocks have been trading up by 4.12 percent amid optimistic investor sentiment. Live Update At 09:18:12 EST: On Tuesday, February 03, 2026 Intel Corporation stock [NASDAQ: INTC] is trending up by 4.12%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. Quick Overview of Intel’s Financial Success Intel’s financial lands...
Intel Corporation’s stocks have been trading up by 4.12 percent amid optimistic investor sentiment. Live Update At 09:18:12 EST: On Tuesday, February 03, 2026 Intel Corporation stock [NASDAQ: INTC] is trending up by 4.12%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. Quick Overview of Intel’s Financial Success Intel’s financial landscape paints a varying picture. The company recently disclosed that its Q4 revenue reached $13.67B, a slight beat against a $13.39B expectation. Intel CEO Lip-Bu Tan emphasizes progress and AI optimism, bolstered by U.S.-developed products to meet stellar customer demand. However, the forecast for Q1 2026 reflects ongoing challenges with projected revenues between $11.7B and $12.7B, with a notable GAAP-based EPS loss forecasted. The stock’s recent montly performance revealed a noticeable surge, reflecting investor reactions after favorable forecasts and analysts’ confidence. Moreover, there’s traction in the stock’s journey as it climbed to a peak of $54.32 on Jan 22, 2026, a figure strongly resonating with the upbeat mood after the earnings report and optimistic guidance despite resource strains. Impactful Analysis: Intel’s Competitive Edge Unveiling AI Opportunities: With AI increasingly taking center stage, Tigress Financial’s enhanced price target shines a light on Intel’s promising foothold in the AI landscape. This anticipated prosperity is accentuated by expectations around data centers and an imminent PC refresh, drawing potential long-term benefits driven by pervasive AI adoption. Strategic Product Line Influence: Seaport Research’s upgrade speaks volumes about the belief in Panther Lakes products, eyeing an improved market share within consumer and enterprise sectors. This optimism suggests a surging sentiment tied to an effective product strategy, likely bolstering Intel’s near-term momentum. KeyBanc’s Optimism Amid Caution: Notably, KeyBanc propelled Intel’s targ...