00:00 Speaker A Another name I wanted to ask you about is AMD which also reports tomorrow. Um, and it has been overshadowed for some time by Nvidia, although AMD shares have certainly done okay. So what do you what are you looking for there? What do you think is going to be key in that report for investors? 00:23 Speaker B Yeah, AMD has had a huge run up as basically the only competitor that we're...
00:00 Speaker A Another name I wanted to ask you about is AMD which also reports tomorrow. Um, and it has been overshadowed for some time by Nvidia, although AMD shares have certainly done okay. So what do you what are you looking for there? What do you think is going to be key in that report for investors? 00:23 Speaker B Yeah, AMD has had a huge run up as basically the only competitor that we're seeing having any meaningful growth opportunity against Nvidia right now. The the question really for AMD, I think first we were like, oh, they're an opportunity and everybody digged in deep on AMD, which is why you saw such high rises in in valuations for that company. What they're looking for now is, are they going to really be the second choice for um, next to Nvidia or they're going to be the third choice. If you're a hyperscalar, are you choosing Nvidia first and your chip second, and then AMD third, or are you going to slot AMD into that slot that really compares with Nvidia? And that actually is unknown right now. We've seen some deals that were put on the table, but it's not clear how many of those deals are actually going to really equate to huge data center revenue opportunity for AMD. So we're still on the hunt for that. That's a number we're going to look for. Do they continue to win big data center business, which is the market they need to win to really beat Nvidia. 01:34 Speaker A Um and as we talk about all of this stuff, I mean the way that you hear folks talk about AI, even though we're talking about sort of who wins against who wins. There's also the idea that there's just so much cash being thrown at it right now that everybody wins, at least in some measure. But are we sort of in a rationalization phase right now where that that's less the case? 02:04 Speaker B We're in a bit of a securituus investment phase, right? So it's like, I make a lot of money and then I invest it in Open AI who then invests it in Oracle then it's just very, it it's hard to act...
Evercore ISI added Oddity Tech Ltd. ( ODD ) as one of its best SMID Core Idea stock picks for 2026. The firm's long thesis on Oddity Tech ( ODD ) is based largely on the company's fundamentals remaining highly durable, supported by a high-retention, subscription-like, asset-lite, cash-generative model that has consistently delivered. The potential for the stock is seen as being well balanced betwe...
Evercore ISI added Oddity Tech Ltd. ( ODD ) as one of its best SMID Core Idea stock picks for 2026. The firm's long thesis on Oddity Tech ( ODD ) is based largely on the company's fundamentals remaining highly durable, supported by a high-retention, subscription-like, asset-lite, cash-generative model that has consistently delivered. The potential for the stock is seen as being well balanced between revenue growth and EBITDA margins. Analyst Mark Mahaney noted Oddity Tech ( ODD ) has a defensive growth profile, with approximately two-thirds of its revenue coming from repeat customers. He also pointed to the company's consistent growth algorithm, as well as its strong brand momentum. The runway for Oddity Tech ( ODD ) is seen as long as core brands continue to deliver double-digit growth and with a major new product cycle ramping through 2026. Overall, those factors are considered supportive of a compelling near-term setup for investors with favorable risk-reward. In terms of valuation, at 7X EV/EBITDA and 15X P/E, Mahaney said ODD trades at an attractive valuation relative to peers. Shares of Oddity Tech ( ODD ) are down 18.0% on a year-to-date basis. More on Oddity Tech Oddity Tech: No Fundamental Weakness Seen; I Reiterate Buy Oddity Tech: When Beauty Becomes A Data Business Oddity Tech Ltd. 2025 Q3 - Results - Earnings Call Presentation Oddity Techs soars after hiking its profit guidance Oddity Tech Non-GAAP EPS of $0.40 beats by $0.05, revenue of $148M beats by $2.53M
Afternoon everyone and welcome to something you don’t come across very often: a game that has little riding on it because England’s white-ball team have been playing too well. With their calculated hitting on Sunday, Tom Banton and Harry Brook won the match and spoiled the series. Sri Lanka played much better in that second game, only to find that the weather was not on their side. If they had won...
Afternoon everyone and welcome to something you don’t come across very often: a game that has little riding on it because England’s white-ball team have been playing too well. With their calculated hitting on Sunday, Tom Banton and Harry Brook won the match and spoiled the series. Sri Lanka played much better in that second game, only to find that the weather was not on their side. If they had won, we’d be looking forward to a fascinating finale today. Instead the main question is whether England are ruthless enough to complete a whitewash or whether the Sri Lankans can give the scoreline the respectability their efforts deserve. There’s a World Cup starting on Saturday and both teams will want to go into it with a win in their sails. As usual in this game of many layers, there are plenty of sub-plots to keep us interested. Can Banton, brought in as a replacemewnt for the injured Ben Duckett, make that No.4 spot his own? Can Pavan Rathnayeke, who has still faced only 233 balls in his international career, carry on playing like a prince? Can Sri Lanka’s other young guns find a way to cope with England’s elderly spinners, Adil Rashid and Liam Dawson? Can Jamie Overton and Sam Curran go for fewer than ten runs an over? Can Brook refrain from saying something silly? Will Brendon McCullum say anything at all? You never can tell if a match will be exciting. But it’s unlikely to be as dull as the last day of the transfer window.
While the AI-driven rally in technology stocks has created immense wealth, there is an underlying concern about valuations. As Microsoft (MSFT) reported Q2 earnings, the stock fell by almost 12% on concerns related to high capital expenditures and Azure’s revenue growth being just above expectations. This triggered a broader selloff in the technology sector, with quantum computing stocks being amo...
While the AI-driven rally in technology stocks has created immense wealth, there is an underlying concern about valuations. As Microsoft (MSFT) reported Q2 earnings, the stock fell by almost 12% on concerns related to high capital expenditures and Azure’s revenue growth being just above expectations. This triggered a broader selloff in the technology sector, with quantum computing stocks being among the victims. However, for investors focused on long-term fundamentals, the correction seems like a good buying opportunity. To put things into perspective, McKinsey believes that the quantum computing market is expected to grow from $4 billion in 2024 to $72 billion by 2035. Further, if quantum computing, quantum communication, and quantum sensing are included, the market is likely to swell to $97 billion by 2035. Clearly, it’s just early days for quantum computing, and some of the top stocks are positioned for significant value creation. D-Wave Quantum (QBTS) and Rigetti Computing (RGTI) are the two top-rated stocks to buy on corrections. Quantum Computing Stock #1: D-Wave Quantum (QBTS) Headquartered in Palo Alto, D-Wave is a developer of quantum computing systems, software, and services. The company claims to be the first commercial supplier of quantum computers. Further, it’s the only company offering dual-platform quantum computing that includes both annealing and gate-model quantum computing technologies. Even after the recent correction, QBTS stock has witnessed a strong upside of 245% in the last 52 weeks. This rally has been supported by the growth potential considering the significant addressable market. From a valuation perspective, QBTS stock trades at a price-to-sales ratio of 255.9. Further, a price-to-book value of 11.98 seems stretched. However, with the company at an inflection point of growth, the metrics are likely to change meaningfully in the next few years. For Q3 2025, D-Wave reported revenue of $3.7 million, which was higher by 100% on a year-over...
The Tesla Model S is at the end of its illustrious 14-year run — and what a dizzying ride it’s been. In 2012, when Tesla made its first Model S deliveries to customers, Facebook acquired Instagram. Apple launched the iPhone 5 and iOS 6. Barack Obama sailed into his second term. Superstorm Sandy shredded New York City and highlighted the ominous threat of climate change. As the nation recovered fro...
The Tesla Model S is at the end of its illustrious 14-year run — and what a dizzying ride it’s been. In 2012, when Tesla made its first Model S deliveries to customers, Facebook acquired Instagram. Apple launched the iPhone 5 and iOS 6. Barack Obama sailed into his second term. Superstorm Sandy shredded New York City and highlighted the ominous threat of climate change. As the nation recovered from the 2008 financial crisis, cautious optimism flowed through the airwaves as medium-sized tech companies seemed positioned to solve the world’s most challenging problems. Early adopters were whimsical pioneers racing faster to the future, breaking things and iterating for good. So was the mood when the Model S came to market and quickly made Tesla the world’s most interesting car company. The Roadster, first introduced in 2008, was an irreverent spinoff of a Lotus sports car. Tesla unveiled the Model S the following year, but by 2012 automotive analysts doubted its viability. Making and manufacturing a production car at scale was a daunting task, and the swirl of borrowed cash Tesla burned was dizzying. The industry had seen startup car companies come and go. The odds were stacked against the California startup. The odds were stacked against the California startup. That June, Tesla hosted a launch event at its Fremont, California, factory and hyped up its first customer deliveries under the guise of an investor relations meeting. The buzz was palpable. “In 20 years more than half of new cars manufactured will be fully electric,” Elon Musk said to journalists in attendance. “I feel actually quite safe in that bet. That’s a bet I will put money on.” Even if the predictions didn’t come to fruition, the characteristic bluster and fortitude was on full display — thrusting the Model S into the zeitgeist. Automakers everywhere winced as Model S became the vehicle en vogue. Car dealers revolted as Tesla bypassed franchises and sold directly to consumers. The market for luxury EVs ...
Bjoern Wylezich/iStock Editorial via Getty Images As an analyst and investor, my strategy is built on the pursuit of consistent and reliable dividend growth. The kind that signals a company's fundamental health and disciplined capital allocation. I like to own businesses that can raise their dividends throughout various economic cycles. This brings me to my focus for today, which is Air Products a...
Bjoern Wylezich/iStock Editorial via Getty Images As an analyst and investor, my strategy is built on the pursuit of consistent and reliable dividend growth. The kind that signals a company's fundamental health and disciplined capital allocation. I like to own businesses that can raise their dividends throughout various economic cycles. This brings me to my focus for today, which is Air Products and Chemicals, Inc. ( APD ). Just last week, the company upped its quarterly dividend per share by 1.1% to $1.81 . While this was a modest hike, it represented the 44th consecutive year of dividend growth for the firm, making it a Dividend Aristocrat almost twice over. All the while, the company is currently in a heavy capex cycle. When I last covered APD with a "Buy" rating in October , I liked its status as a Dividend Aristocrat. I was also encouraged by major growth projects, such as NEOM, being on track. The company's focus on becoming more efficient was another plus. The A S&P credit rating was yet another positive. Lastly, shares were undervalued by a double-digit percentage to my fair value estimate. Several months later, we're reaffirming our "Buy" rating. We still believe in APD's path to return to high single-digit percentage annual adjusted EPS growth. The company's leverage ratio is healthy. Clinching the "Buy" case, shares are almost as undervalued now as they were in October. APD's Fundamentals Are Intact APD Q1 2026 Earnings Presentation On Jan. 30, APD shared its earnings report for the fiscal first quarter ended Dec. 31, 2025. The company's sales rose by 5.8% year-over-year to $3.10 billion during the quarter. Put into perspective, this exceeded Seeking Alpha's analyst consensus in the quarter by $50 million . What was behind APD's topline beat for the fiscal first quarter? Well, approximately half of the topline growth (+3%) was due to higher energy cost pass-through. APD's business model enables it to pass these higher input costs onto its customers. To a ...
Otro Capital raised $1.2 billion for its first flagship private equity fund, as the sports-focused firm capitalizes on soaring demand from large institutional investors for the burgeoning asset class. The firm, founded in 2023 by alumni of RedBird Capital Partners with expertise in sports, surpassed its initial $500 million goal for Otro Capital Fund I, co-founder Alec Scheiner said in an intervie...
Otro Capital raised $1.2 billion for its first flagship private equity fund, as the sports-focused firm capitalizes on soaring demand from large institutional investors for the burgeoning asset class. The firm, founded in 2023 by alumni of RedBird Capital Partners with expertise in sports, surpassed its initial $500 million goal for Otro Capital Fund I, co-founder Alec Scheiner said in an interview. “We happen to know one sector very well,” Scheiner said in an interview. “That really resonated with investors who had been sitting on the sidelines that thought of sports.” The over-subscribed fund drew from investors including pension funds, retirement systems, wealth platforms, endowments and family offices. California Public Employees’ Retirement System has committed $50 million, according to the pension’s website . Private equity firms have been racing to debut sports strategies in the past few years, enticed by steady streams of cash including loyal fan bases, corporate sponsorship and lucrative TV rights. Otro became the first buyout firm late last year to strike a deal in college sports, tapping into the asset class’s next frontier for growth. It agreed to take an equity stake in for-profit Utah Brands & Entertainment, which was created to generate revenue for the University of Utah’s athletics program. Private equity firms have snapped up stakes of teams in all four major US professional leagues over the past five years, according to a report from the asset management division of JPMorgan Chase & Co. Almost one in five teams now has some level of private equity involvement, JPMorgan found. Apollo Global Management Inc. — which has its own global sports and live events investing business — said sports present a $2.5 trillion opportunity. Operational Experience Otro’s founding partners have experience in the major US sports leagues, as well as Formula 1, English Premier League and the Indian Premier League, as well as related services such as sports analytics and ...
Shelton, CT, Feb. 03, 2026 (GLOBE NEWSWIRE) -- HUBBELL REPORTS FOURTH QUARTER 2025 AND FULL YEAR RESULTS Q4 diluted EPS of $4.19; adjusted diluted EPS of $4.73 (up 15% y/y) Q4 net sales +12% (organic +9%; M&A +3%) Q4 operating margin 20.9%; adjusted operating margin 23.4% (up 140 bps y/y) FY 2025 diluted EPS of $16.54; adjusted diluted EPS of $18.21 (up 10% y/y) FY 2026 diluted EPS expected range ...
Shelton, CT, Feb. 03, 2026 (GLOBE NEWSWIRE) -- HUBBELL REPORTS FOURTH QUARTER 2025 AND FULL YEAR RESULTS Q4 diluted EPS of $4.19; adjusted diluted EPS of $4.73 (up 15% y/y) Q4 net sales +12% (organic +9%; M&A +3%) Q4 operating margin 20.9%; adjusted operating margin 23.4% (up 140 bps y/y) FY 2025 diluted EPS of $16.54; adjusted diluted EPS of $18.21 (up 10% y/y) FY 2026 diluted EPS expected range of $17.30-$18.00; adj. diluted EPS of $19.15-$19.85 SHELTON, CT. (February 3, 2026) – Hubbell Incorporated (NYSE: HUBB) today reported operating results for the fourth quarter and full year ended December 31, 2025. “Hubbell delivered double-digit growth in net sales, operating profit and diluted earnings per share in the fourth quarter" said Gerben Bakker, Chairman, President and CEO. "9% organic sales growth was driven by strength in Electrical Solutions and Utility T&D markets as datacenter projects, load growth and aging infrastructure resiliency investment generated strong customer demand in front of and behind the meter. Margin expansion was driven by strong organic growth and continued operational execution." Mr. Bakker continued, “On a full year basis, Hubbell delivered strong financial performance with double digit growth in diluted earnings per share. We made significant further progress in unifying our HES segment to compete collectively, achieved attractive growth across key utility and electrical verticals, proactively managed price/cost/productivity and drove shareholder value creation through strategic capital allocation." Mr. Bakker concluded, "We are confident in our ability to deliver on our initial 2026 outlook which anticipates continued attractive growth in net sales, operating margin, operating profit and free cash flow. Our outlook is consistent with our long-term financial framework which we believe will deliver differentiated performance for our shareholders in 2026 and beyond." Certain terms used in this release, including “Net debt”, “Free Cash Flo...
The company's stock just became higher risk and higher reward, as Elon Musk just went all in on AI. Where will Tesla (TSLA 1.85%) be a year from now? That's a $20 billion question, as management expects to spend more than that on capital investment in 2026 in its attempt to position the company for long-term growth. That figure also signals a fundamental shift in how investors should think about t...
The company's stock just became higher risk and higher reward, as Elon Musk just went all in on AI. Where will Tesla (TSLA 1.85%) be a year from now? That's a $20 billion question, as management expects to spend more than that on capital investment in 2026 in its attempt to position the company for long-term growth. That figure also signals a fundamental shift in how investors should think about the stock. Tesla's big bet on an AI future To put the capital spending into context, here's a look at Tesla's capital expenditures over the past decade. The ramp up to $20 billion marks a massive shift in spending and will result in significant cash burn, as Tesla's operating cash generation is highly unlikely to cover its capital spending in 2026. How the spending will change the business and Tesla's investment proposition Discussing the planned investments on the earnings call, CFO Vaibhav Taneja said it will pay for projects at six factories: To support its lithium refinery in Corpus Christi, Texas. To support its lithium iron phosphate battery factory in Nevada, which will reduce reliance on nickel and cobalt and produce batteries suitable for the Cybercab and standard Tesla models. To produce its dedicated robotaxi, Cybercab, at Giga Texas in Austin. To support production of the Tesla Semi truck in a factory in Nevada. To build a new megafactory to produce energy storage units. To invest in Optimus robots at Fremont, California, as Tesla repurposes Model S and Model X production lines toward manufacturing Optimus robots. In addition, Taneja said Tesla will continue investing in AI, its existing factories, and robotaxi fleet expansion. The key takeaway from Tesla's plans There's little doubt what the key conclusion is here. Tesla is going all in on artificial intelligence (AI), and there's no turning back now, whether it's in the form of AI-powered robotaxis or AI-operated Optimus. If you think of Tesla as an electric vehicle (EV) company, this isn't an investment for yo...
A dlai Nortye ( ANL ) announced a $140M private placement equity financing. The company is selling ~64.6M Class A ordinary shares (equivalent to ~21.5M ADS, each representing 3 Class A ordinary shares) at a price of $2.1667 per Class A ordinary share (equivalent of $6.50 per ADS). The private placement includes the sale of ~$55M of Class A ordinary shares to the entities controlled by Yang Lu , Ch...
A dlai Nortye ( ANL ) announced a $140M private placement equity financing. The company is selling ~64.6M Class A ordinary shares (equivalent to ~21.5M ADS, each representing 3 Class A ordinary shares) at a price of $2.1667 per Class A ordinary share (equivalent of $6.50 per ADS). The private placement includes the sale of ~$55M of Class A ordinary shares to the entities controlled by Yang Lu , Chairman and CEO. “We are pleased that this high-quality healthcare investor group came together to support Adlai Nortye and our innovative and potentially best-in-class RAS-targeting therapies,” said Lu. The stock price gained ~25% on Tuesday during pre-market trade. More on Adlai Nortye Seeking Alpha’s Quant Rating on Adlai Nortye Historical earnings data for Adlai Nortye Financial information for Adlai Nortye
Liberty Global ( LBTYA ) and Google Cloud ( GOOG ) ( GOOGL ) have struck a five-year partnership under which the U.S. tech giant will deploy its artificial intelligence services across the European telecom's businesses and help accelerate the development of autonomous network operations, among other things, according to a joint statement on Tuesday. The Liberty-Google tie-up aims to save costs and...
Liberty Global ( LBTYA ) and Google Cloud ( GOOG ) ( GOOGL ) have struck a five-year partnership under which the U.S. tech giant will deploy its artificial intelligence services across the European telecom's businesses and help accelerate the development of autonomous network operations, among other things, according to a joint statement on Tuesday. The Liberty-Google tie-up aims to save costs and improve security and data sovereignty for the telecom while exploring opportunities to run the tech giant's services within Liberty's data centers by optimizing and identifying additional capacity to satisfy excess demand. As part of the agreement, Liberty Global will offer Google products and services, such as Pixel phones and watches, smart home devices and Google Home Premium, Chromebooks, and YouTube Premium for its customers. The telecom's operating companies are expected to launch their smart home offerings over time. The current partnership also opens up data monetization opportunities and builds on Google Cloud's partnership with Formula E to accelerate innovation across the racing series. Financial terms of the partnership were not disclosed. More on Liberty Global, Google Alphabet's YouTube Is A Behemoth That Stands On Its Own Alphabet: Personalization Is A Distinct AI Game Changer Alphabet, Inc.: Why We Trimmed Our Position Modestly Sam Altman backs Nvidia after report of OpenAI unsatisfied with some Nvidia chips Alphabet's Waymo valued at $126B in latest funding round
Nvidia's widely discussed plan to invest up to US$100b in OpenAI has stalled, with the commitment never fully finalized. Internal concerns at Nvidia reportedly centered on deal structure and business discipline at OpenAI. The company is moving ahead with a US$2b investment in AI cloud provider CoreWeave to deepen its role in AI infrastructure. Nvidia has also released open AI models focused on wea...
Nvidia's widely discussed plan to invest up to US$100b in OpenAI has stalled, with the commitment never fully finalized. Internal concerns at Nvidia reportedly centered on deal structure and business discipline at OpenAI. The company is moving ahead with a US$2b investment in AI cloud provider CoreWeave to deepen its role in AI infrastructure. Nvidia has also released open AI models focused on weather and climate forecasting, targeting high impact scientific use cases. Nvidia, traded as NasdaqGS:NVDA, sits at the center of AI computing, supplying chips and software that power many leading AI models and data centers. The pause around a potential OpenAI investment lands at a time when major cloud providers, model builders and enterprise customers are reassessing how they source AI infrastructure and form long term partnerships. For you as an investor, the contrast between a stalled mega equity commitment to OpenAI and a defined US$2b investment in CoreWeave, together with new AI models for climate and weather, is important to watch. These choices may influence how Nvidia allocates capital, balances risk and positions itself across different parts of the AI stack over the coming years. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on NVIDIA. NasdaqGS:NVDA 1-Year Stock Price Chart For investors, the stalled headline figure around a potential OpenAI investment sits alongside a visible shift in how Nvidia is tying itself into AI infrastructure and real world use cases. The US$2b CoreWeave stake, fresh alliances in high performance computing with Argonne, RIKEN and Fujitsu, and sector specific deals in healthcare and education suggest Nvidia is leaning into broad, capital efficient partnerships rather than a single very large equity commitment. Advertisement NVIDIA narrative: from priced for perfection to partnership led AI buildout These developments sit neatly within existing communit...
Micron Technology (NasdaqGS:MU) has signed a letter of intent to acquire a chip fabrication plant in Taiwan to support high bandwidth memory supply for AI. The company has started construction on a new advanced wafer fabrication facility in Singapore with an investment of about US$24b. Both projects are aimed at addressing tight supply conditions in high bandwidth memory and NAND products used in ...
Micron Technology (NasdaqGS:MU) has signed a letter of intent to acquire a chip fabrication plant in Taiwan to support high bandwidth memory supply for AI. The company has started construction on a new advanced wafer fabrication facility in Singapore with an investment of about US$24b. Both projects are aimed at addressing tight supply conditions in high bandwidth memory and NAND products used in AI and data centric applications. For you as an investor, this highlights how Micron is positioning itself within the memory and storage segment that underpins many AI workloads. The company’s focus on high bandwidth memory and NAND is closely linked to chip requirements in data centers and AI training infrastructure. These capacity moves may affect how supply chains for AI related memory products develop over time, including the geographic distribution of production across Asia. The scale and timing of these projects may matter as you consider Micron’s role in serving AI and data related demand. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Feb 2026 Micron’s plan to acquire a Taiwan fab alongside a US$24b, decade long expansion of its Singapore NAND complex signals a push to secure long term, AI focused memory capacity in key regions, directly targeting tight supply in high bandwidth memory and data centric storage. For you, this is effectively Micron choosing to lean into the current supply pressure in HBM and NAND, rather than sit back and let competitors like Samsung or SK Hynix absorb that demand. Advertisement How This Fits The Micron Technology Narrative The new Singapore fab and the Taiwan acquisition plan line up with the existing Micron narrative that centers on AI driven demand for advanced DRAM, HBM and NAND and a tilt toward higher value enterprise and data center customers. These projects are also consistent ...
Jeenah Moon/Getty Images News Pfizer ( PFE ) shares fell in the premarket on Friday after the company reaffirmed its full-year outlook, indicating a revenue contraction for 2026 amid a nearly $1.5B impact attributed to some of its products facing loss of market exclusivity. However, the New York-based pharma giant beat expectations with its Q4 2025 results, as its revenue and adjusted earnings per...
Jeenah Moon/Getty Images News Pfizer ( PFE ) shares fell in the premarket on Friday after the company reaffirmed its full-year outlook, indicating a revenue contraction for 2026 amid a nearly $1.5B impact attributed to some of its products facing loss of market exclusivity. However, the New York-based pharma giant beat expectations with its Q4 2025 results, as its revenue and adjusted earnings per share for the quarter stood at $17.6B and $0.66, surpassing the consensus by $770M and $0.66, with ~1% YoY decline and ~5% YoY growth, respectively. “With excellent execution in 2025, we delivered a solid financial performance and strengthened Pfizer’s foundation for future growth,” CEO Albert Bourla said, adding that the company expects to start as many as 20 key pivotal studies this year. Pfizer ( PFE ) stated that, in addition to upcoming patent cliffs, its 2026 guidance of $2.80-$3.00 in adjusted EPS on $59.5B-$62.5B in revenue reflects an anticipated impact from currently imposed tariffs and approximately $5B in revenue from its COVID-19 products. For 2025, the company recorded $3.22 of adjusted EPS on $62.6B in revenue, which indicated a ~4% YoY growth and ~2% YoY drop, respectively. The company attributed the revenue decline to lower demand for its COVID-19 products, Paxlovid and Comirnaty, sales of which fell ~70% and ~35% globally during Q4 on an operational basis, respectively. However, Pfizer’s ( PFE ) RSV shot Abrysvo witnessed a ~136% rise in sales operationally, while its blood thinner Eliquis, marketed with Bristol Myers ( BMY ), generated $2.0B in sales with an ~8% YoY growth. Meanwhile, cancer therapy Padcev indicated a 15% operational growth, and the company’s Prevnar family of vaccines added $1.7B, exceeding the $1.6B projected by analysts, according to Bloomberg data. “I’m pleased with our solid financial results in 2025,” said CFO David Denton ahead of the earnings call at 10:00 AM ET. “With focused commercial execution, we delivered full-year operatio...
Key Points Fintech disruptor SoFi recently raised $1.5 billion even though it didn’t have any immediate capital needs. This has led to speculation that an acquisition could be in the company’s future. CEO Anthony Noto addressed the possibility of an acquisition in the company’s recentearnings call 10 stocks we like better than SoFi Technologies › SoFi (NASDAQ: SOFI) has been growing impressively i...
Key Points Fintech disruptor SoFi recently raised $1.5 billion even though it didn’t have any immediate capital needs. This has led to speculation that an acquisition could be in the company’s future. CEO Anthony Noto addressed the possibility of an acquisition in the company’s recentearnings call 10 stocks we like better than SoFi Technologies › SoFi (NASDAQ: SOFI) has been growing impressively in recent years, and the results the company reported for the fourth quarter of 2025 showed no signs of slowing. However, the company made one big move during the fourth quarter that left investors scratching their heads. Despite having strong capital levels and no apparent need to raise additional money, SoFi decided to raise $1.5 billion by selling additional shares, thereby diluting existing shareholders. 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 » Investors had several theories on why the capital raise took place, but perhaps the most common was that SoFi was planning a major acquisition and was looking to raise funds for it. Well, SoFi's top leaders just addressed this in the fourth quarterearnings conference call SoFi has excess capital First, just to clarify, I'm not saying that SoFi has too much capital. Having excess capital gives a bank an additional element of safety if things go poorly and financial flexibility to grow in whatever ways management determines will provide the best returns. Having said that, after the recent stock offering, SoFi has a capital ratio that is 1,000 basis points above the required level. As CFO Chris Lapointe said in the earnings call, the bank's capital is "meaningfully higher than the regulatory minimum plus our internal stress buffer... We're in that enviable position where we can grow and put more assets on the balance sheet." Is an acquisition in store for 2026? The short answer is that although an acquisition could certainly happen, it isn't...
Pfizer on Tuesday hailed a study of a weight-loss-drug candidate while forecasting a profit decline due to the impact of the Trump administration’s policies on pricing and tariffs.
Pfizer on Tuesday hailed a study of a weight-loss-drug candidate while forecasting a profit decline due to the impact of the Trump administration’s policies on pricing and tariffs.
Key Points Connecticut-based financial planner Tweedy, Browne initiated a new position in UniFirst, buying 102,059 shares during the fourth quarter. The estimated trade size was $19.69 million based on quarter-end disclosures. The position represents 1.59% of Tweedy, Browne’s 13F reportable assets under management. These 10 stocks could mint the next wave of millionaires › On February 2, Tweedy, B...
Key Points Connecticut-based financial planner Tweedy, Browne initiated a new position in UniFirst, buying 102,059 shares during the fourth quarter. The estimated trade size was $19.69 million based on quarter-end disclosures. The position represents 1.59% of Tweedy, Browne’s 13F reportable assets under management. These 10 stocks could mint the next wave of millionaires › On February 2, Tweedy, Browne disclosed a new position in UniFirst (NYSE:UNF), acquiring 102,059 shares during the fourth quarter in an estimated $19.69 million trade based on quarterly average pricing. What happened According to a SEC filing dated February 2, Tweedy, Browne reported a new position in UniFirst (NYSE:UNF), acquiring 102,059 shares during the fourth quarter. This increased the quarter-end position value by $19.69 million, a figure that reflects the new purchase of shares. What else to know The new UniFirst position accounts for 1.59% of Tweedy, Browne’s $1.24 billion in reportable U.S. equity assets after the fourth-quarter filing. Top holdings after the filing: NASDAQ: IONS: $195.00 million (15.8% of AUM) NYSE: CNH: $186.07 million (15.03% of AUM) NYSE: KOF: $112.59 million (9.10% of AUM) NYSE: BRK-A: $108.69 million (8.78% of AUM) NASDAQ: GOOGL: $62.46 million (5.05% of AUM) As of February 2, UniFirst shares were priced at $208.02, down 2.7% over the past year and underperforming the S&P 500 by 17.70 percentage points. Company overview Metric Value Revenue (TTM) $2.45 billion Net income (TTM) $139.53 million Dividend yield 0.68% Price (as of February 2) $208.02 Company snapshot UniFirst offers uniforms, protective workwear, facility service products, and first aid supplies, with revenue primarily from rental and cleaning services, as well as direct sales. The company operates a multi-segment business model including full-service rental programs, garment leasing, and direct sales, generating recurring revenue from ongoing service contracts. It serves a diversified customer base acr...
Advanced Micro Devices (NasdaqGS:AMD) and GIGABYTE are expanding their partnership to bring on device AI features to a wider set of consumer products. The collaboration focuses on gaming and creator use cases, combining AMD hardware with customized AI software in laptops, motherboards, and gaming monitors. The new offerings aim to support AI driven performance tuning, content creation tools, and c...
Advanced Micro Devices (NasdaqGS:AMD) and GIGABYTE are expanding their partnership to bring on device AI features to a wider set of consumer products. The collaboration focuses on gaming and creator use cases, combining AMD hardware with customized AI software in laptops, motherboards, and gaming monitors. The new offerings aim to support AI driven performance tuning, content creation tools, and competitive gaming features across GIGABYTE’s consumer lineup. For investors watching NasdaqGS:AMD, this move connects directly to how the company is positioning itself across both data center and consumer markets. The current share price of $246.27 comes alongside a 1 year return of 115.5% and a 3 year return of 194.3%, while the 5 year return is also very large. The shorter term picture is mixed, with a 7 day return of a 2.0% decline and a 30 day and year to date return of 10.2%. By pushing its AI technology into GIGABYTE’s gaming and creator products, AMD is aiming to make AI features part of everyday PC use, not just something tied to the cloud. For investors, this kind of partnership can be useful to watch as one indicator of how broadly AMD’s AI platforms are being adopted across consumer devices. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Feb 2026 For AMD, the expanded GIGABYTE deal pushes its AI story deeper into consumer hardware, not just cloud data centers. By tying Ryzen AI laptop chips, high end desktop processors and FreeSync Premium Pro certified OLED monitors together with GIGABYTE’s cooling and AI control software, AMD is pushing a full-stack experience that keeps workloads on device and directly targets users who care about frame rates and creator performance, an area where it competes with Nvidia and Intel. Advertisement How this fits the Advanced Micro Devices Narrative This partnership lines up...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks on Jim Cramer’s recent game plan. Cramer noted that he expects a really good result from the company, as he said: After the close, a company that once had an electric stock, Palantir Technologies, the software consulting company run by Alex Karp, is going to report. Now, look, I am expecting a terrific quarter here. I am not concerned a...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks on Jim Cramer’s recent game plan. Cramer noted that he expects a really good result from the company, as he said: After the close, a company that once had an electric stock, Palantir Technologies, the software consulting company run by Alex Karp, is going to report. Now, look, I am expecting a terrific quarter here. I am not concerned about the action. I think the stock is going to reignite. Karp’s a fighter. He can come back from this. Anyway, it’s up really big… if you look two years. Photo by Yiorgos Ntrahas on Unsplash Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. A caller asked about Cramer’s thoughts on the stock during the January 29 episode, and he responded: Yes, I like Palantir. Now, Palantir’s trading right now with the cohort that is ServiceNow and Salesforce. By the way, those are great companies. But I think that right, look, everything I hear when you hire them, business does better. And that’s why I liked it, not momentum. So I can’t back away from it right here. If anything, I would say a great opportunity to buy Palantir, and it’s not like I talked to Dr. Alex Karp. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.