Key Points Wall Street is cheering Meta’s shift in focus from Reality Labs to Meta Superintelligence Labs. Microsoft’s AI spending is going toward Nvidia and AMD chips, as well as its new custom AI accelerator. Microsoft’s balance sheet and cash flow are so elite that it can afford to rapidly increase AI spending. 10 stocks we like better than Meta Platforms › If you think the stock market could f...
Key Points Wall Street is cheering Meta’s shift in focus from Reality Labs to Meta Superintelligence Labs. Microsoft’s AI spending is going toward Nvidia and AMD chips, as well as its new custom AI accelerator. Microsoft’s balance sheet and cash flow are so elite that it can afford to rapidly increase AI spending. 10 stocks we like better than Meta Platforms › If you think the stock market could fall in 2026, it might seem counterintuitive to load up on growth stocks. Investors tend to gravitate toward income and value stocks during times of uncertainty because these companies are priced more for their existing earnings than their potential earnings. But if you are a long-term investor who plans to hold stocks for three years, five years, or even decades, then market sell-offs can present impeccable buying opportunities despite the pain of volatility. The key is to find companies with the fundamentals needed to endure downturns. And a good place to start is with industry leaders like the "Magnificent Seven," which are the seven largest tech-focused S&P 500 companies by market cap. 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 » Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT) are two Magnificent Seven names that could pull back amid a broader market sell-off, especially if it's tied to artificial intelligence (AI). But looking out over the long term, these companies stand out as solid buys even in today's premium-priced market. Here's why you can rest easy with these stocks, no matter what the market brings in 2026 -- along with key takeaways from their recent earnings reports. Meta's advertising revenue is overpowering AI spending concerns Meta Platforms delivered blowout fourth-quarter and full-year 2025 results on Jan. 28. As expected, costs and expenses soared 40%, outpacing 24% revenue growth as Meta ramps up capital expenditures (...
UPS' dividend looks safe for now, but paying it may be hampering the company's growth plans. UPS (UPS +4.09%) surprised the market with its full-year 2026 guidance for $6.5 billion in free cash flow (FCF). It's a figure that appears to secure the company's $5.4 billion dividend payment and will reassure passive-income-seeking investors who bought the stock for its dividend yield (currently 6.3%). ...
UPS' dividend looks safe for now, but paying it may be hampering the company's growth plans. UPS (UPS +4.09%) surprised the market with its full-year 2026 guidance for $6.5 billion in free cash flow (FCF). It's a figure that appears to secure the company's $5.4 billion dividend payment and will reassure passive-income-seeking investors who bought the stock for its dividend yield (currently 6.3%). The guidance came in significantly above the Wall Street analyst consensus going into the earnings. Does it secure the dividend and make the stock worth buying? UPS shocks the market The big surprise in the company's guidance came not only from the FCF guidance but also from three main sources. First is the $3 billion in cost savings management expects to generate in 2026, on top of the $3.5 billion in savings generated in 2025. To be clear, not all of these cost savings are fixed, as UPS is naturally reducing variable and semi-variable costs as it continues to reduce Amazon delivery volume. Expand NYSE : UPS United Parcel Service Today's Change ( 4.09 %) $ 4.34 Current Price $ 110.56 Key Data Points Market Cap $90B Day's Range $ 106.24 - $ 110.61 52wk Range $ 82.00 - $ 123.70 Volume 227K Avg Vol 6.2M Gross Margin 18.44 % Dividend Yield 6.18 % As a reminder, management's plan is to reduce low- or negative-margin Amazon volumes by 50% from the start of 2025 to the middle of 2026. This so-called "glidedown" means UPS reduced 48,000 positions in 2025 and plans to lay off another 30,000 in 2026. In addition, 93 buildings were closed in 2026, and the plan is to close another 24 in the first half of 2026. Roughly a third of the 2025 cost cuts were structural, and together with the 2026 cost cuts will start feeding through in the second half and then into 2027. That will boost cash flow. One-off property sales are boosting cash flow Second, UPS claimed it generated $5.47 billion in adjusted FCF in 2025. However, this figure includes $700 million from "proceeds from disposals of pr...
'Rock Now Beats Paper': Making Sense Of "Silver Friday's" Utterly Rigged Nonsense Authored by Matthew Piepenberg via VonGreyerz.gold, On Friday, January 30, 2026, the world learned (or rediscovered) just how grotesquely rigged the paper gold and silver markets truly are. The Great (Yet Familiar) Fall Despite no change whatsoever in global supply and demand forces, silver went from a $120 near-high...
'Rock Now Beats Paper': Making Sense Of "Silver Friday's" Utterly Rigged Nonsense Authored by Matthew Piepenberg via VonGreyerz.gold, On Friday, January 30, 2026, the world learned (or rediscovered) just how grotesquely rigged the paper gold and silver markets truly are. The Great (Yet Familiar) Fall Despite no change whatsoever in global supply and demand forces, silver went from a $120 near-high on Thursday to a $78 low on Friday, marking this as the largest single-day crash (35%) in the silver market in 44 years. It goes without saying that such price moves don’t happen naturally. Something far more engineered was in play, a trick which many investors may not immediately recognize, but which anyone familiar with the nefarious insider mechanics of banking , the Chicago Mercantile Exchange, the COMEX and the London Bullion Market Association can see as plainly as a dentist sees a cavity. So, what happened? Look No Further than a Banker’s Rescue As usual, whenever something so openly rigged, insider and market-distorting occurs, the very first place to look for a smoking gun, guilty child and a liar’s grin is among the banks, most of whom are and were drowning in levered silver short positions by Thursday night’s $120 silver price. This meant that with each passing day of rising silver, the banks were getting squeezed to the point of self-destruction. This is not fable but fact. Rising silver was literally strangling the big banks. They needed to exit their short squeeze as soon as possible, but preferably at a lower rather than higher silver price. And then, almost by magic, silver conveniently fell like a rock to save their collectively levered @$$es. Coincidences Galore… But was it really any “magical” coincidence that JP Morgan was able to exit its massive (and fatally stupid) short exposure at the absolute bottom/floor of the silver price on Friday? That is, at the perfect moment? Was it also any coincidence that the London Metals Exchange went completely dark ...
We are selling 150 shares of Texas Roadhouse at roughly $183. Following the trade, Jim Cramer's Charitable Trust will own 400 shares of TXRH, decreasing its weighting to about 1.85% from about 2.5%. We're scaling back our position in the restaurant chain, which is up nearly 2% Monday. This will be our second Texas Roadhouse sale of 2026. We previously sold 50 shares on Jan. 12 at around $187 per s...
We are selling 150 shares of Texas Roadhouse at roughly $183. Following the trade, Jim Cramer's Charitable Trust will own 400 shares of TXRH, decreasing its weighting to about 1.85% from about 2.5%. We're scaling back our position in the restaurant chain, which is up nearly 2% Monday. This will be our second Texas Roadhouse sale of 2026. We previously sold 50 shares on Jan. 12 at around $187 per share. Our trims are not due to a slowdown in the company's business. When Texas Roadhouse reports earnings on Feb. 19, we expect to see another quarter of strong mid-single-digit same-store sales growth. With consumers increasingly focused on costs, Texas Roadhouse's value proposition of a quality meal at a reasonable price has stood out. Our only concern is beef cost inflation, and the timing of any relief remains uncertain. To shape our expectations for beef prices and gain insight into when prices will come down, we read the earnings call on Monday from Tyson Foods , the largest meat producer in America. Tyson said it expects cattle supplies to remain tight through 2026 and 2027, which we view as an incremental negative for our Texas Roadhouse thesis. The restaurant operator has been calling for commodity inflation of about 7% in 2026, with inflation running higher in the first half of the year than in the second. But if Tyson is right and cattle supplies remain tight into 2027, it could push back the forecast on when beef pricing pressure eases. It's possible that cattle inventory is bottoming, and there are other ways beyond cattle supply to bring down beef prices. For example, beef prices could fall from increased cattle imports from Mexico and Brazil. Still, Tyson has such a large view of the meat market that it would be imprudent of us to ignore. From this sale, we will realize a small average gain of about 1% on stock purchased last February. (Jim Cramer's Charitable Trust is long TXRH. See here for a full list of the stocks.) As a subscriber to the CNBC Investing ...
aprott/iStock via Getty Images Thesis overview Fractyl Health ( GUTS ) is developing endoscopic procedures to manage metabolic diseases (obesity and diabetes). The lead candidate is Revita, currently being evaluated in a registrational ph3 trial with topline results expected in 2H 2026, followed by a potential FDA submission. GUTS announced a few days ago 6-month results from a small pilot randomi...
aprott/iStock via Getty Images Thesis overview Fractyl Health ( GUTS ) is developing endoscopic procedures to manage metabolic diseases (obesity and diabetes). The lead candidate is Revita, currently being evaluated in a registrational ph3 trial with topline results expected in 2H 2026, followed by a potential FDA submission. GUTS announced a few days ago 6-month results from a small pilot randomized trial. The market had too high expectations based on prior impressive 3-month data. In fact, based on the PR and presentation, the data seem considerably worse than expected, and maybe even non-viable commercially. Nevertheless, a very important piece of info, only discussed in the call , is that underwhelming results seem to have been driven by a single center. In this article, I will explain why I believe the data are much more encouraging than perceived by the market. Beyond Revita, GUTS has a very interesting but preclinical pipeline. This may justify further upside in the future, but only if the development (and potential commercialization) of Revita is successful. The pipeline is not important for my thesis right now; hence, it won't be discussed in detail here. Notably, the company is sufficiently funded through multiple 2026 catalysts (see image below). Although I am confident that the pivotal trial will meet the pre-defined endpoints, the major risk to the thesis is that data may prove to be commercially unattractive. Catalysts throughout 2026 (Company presentation) Pipeline beyond Revita (Company presentation) Background As above-mentioned, the goal of this article is to provide an update based on the 6-month data of the Remain-1 midpoint trial. For more detailed background info on Fractyl Health, I refer interested readers to the recent coverage by Anders Research . Briefly, Revita is an endoscopic device that, by hydrothermal ablation of a section of duodenal lining, aims to reset patients' metabolic set points. Although this doesn't result in competitive we...
In trading on Friday, shares of BCE Inc's Series AF Preferred Shares (TSX: BCE-PRF.TO) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.9663), with shares changing hands as low as $16.02 on the day. As of last close, BCE.PRF was trading at a 34.92% discount to its liquidation preference amount. It should be noted that the preferred shares are convertible. The chart...
In trading on Friday, shares of BCE Inc's Series AF Preferred Shares (TSX: BCE-PRF.TO) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.9663), with shares changing hands as low as $16.02 on the day. As of last close, BCE.PRF was trading at a 34.92% discount to its liquidation preference amount. It should be noted that the preferred shares are convertible. The chart below shows the one year performance of BCE.PRF shares, versus BCE: Below is a dividend history chart for BCE.PRF, showing historical dividend payments on BCE Inc's Series AF Preferred Shares: In Friday trading, BCE Inc's Series AF Preferred Shares (TSX: BCE-PRF.TO) is currently down about 1.5% on the day, while the common shares (TSX: BCE.TO) are down about 1.1%. Click here to find out which 9 other Canadian dividend stocks just recently went ''on sale'' and crossed into new yield territory » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
New York Attorney General Letitia James speaks to the media, after she attended a hearing and pleaded not guilty to charges that she defrauded her mortgage lender, outside the U.S. District Court for the Eastern District of Virginia, in Norfolk, Virginia, U.S., Oct. 24, 2025. Jonathan Ernst | Reuters Days before Super Bowl 60, New York Attorney General Letitia James has a message for consumers: Be...
New York Attorney General Letitia James speaks to the media, after she attended a hearing and pleaded not guilty to charges that she defrauded her mortgage lender, outside the U.S. District Court for the Eastern District of Virginia, in Norfolk, Virginia, U.S., Oct. 24, 2025. Jonathan Ernst | Reuters Days before Super Bowl 60, New York Attorney General Letitia James has a message for consumers: Be careful about placing trades on prediction markets. "New Yorkers need to know the significant risks with unregulated prediction markets," James said in a statement Monday . "It's crystal clear: so-called prediction markets do not have the same consumer protections as regulated platforms. I urge all New Yorkers to be cautious of these platforms to protect their money." Prediction platforms like Kalshi and Polymarket are expected to generate billions of dollars in trading volume around the Super Bowl. The platforms offer event contracts that "masquerade" as bets, James said in the statement. Consumers can make trades on game events — similar to online sportsbooks like DraftKings or FanDuel — as well as on predetermined outcomes, such as which companies will advertise during the Super Bowl, an issue CNBC Sport reported on last week . Get the CNBC Sport newsletter directly to your inbox The CNBC Sport newsletter with Alex Sherman brings you the biggest news and exclusive interviews from the worlds of sports business and media, delivered weekly to your inbox. Subscribe here to get access today . James warned there are concerns about the nascent prediction market industry, including "upholding prohibitions against insider betting and requiring regulatory review to ensure the financial stability and integrity of gambling operators." Disclosure: CNBC has a commercial relationship with Kalshi. This is a developing story. Please check back for updates.
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Unlike many of the companies stuffing AI into their browsers, Mozilla will soon give you a way to turn all of these features off. An update coming on February 24th will add a new “AI control” option to Firefox’s settings menu, allowing you to disable o...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Unlike many of the companies stuffing AI into their browsers, Mozilla will soon give you a way to turn all of these features off. An update coming on February 24th will add a new “AI control” option to Firefox’s settings menu, allowing you to disable or enable the browser’s individual AI features, including access to a built-in AI chatbot, translations, AI tab group suggestions, and more. In December, Enzor-DeMeo promised an AI “kill switch” in response to users unhappy with Firefox’s embrace of AI. “Choice matters and demonstrating our commitment to choice is how we build and maintain trust,” Enzor-DeMeo wrote at the time. Now that the switch is on the way, and includes an option to disable all current and upcoming AI features. You can also manage whether Firefox uses AI to generate alt text for images in PDFs or to generate key points in link previews. “AI is changing the web, and people want very different things from it,” Ajit Varma, Firefox’s vice president of product, writes in the announcement. “We’ve heard from many who want nothing to do with AI. We’ve also heard from others who want AI tools that are genuinely useful. Listening to our community, alongside our ongoing commitment to offer choice, led us to build AI controls.”
Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, says the valuation for Walt Disney Co. "makes no sense" and it's time for a change there. Disney said it expects challenges attracting international tourists to its domestic parks in its fiscal second quarter and warned of ongoing increased costs for sports rights. (Source: Bloomberg)
Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, says the valuation for Walt Disney Co. "makes no sense" and it's time for a change there. Disney said it expects challenges attracting international tourists to its domestic parks in its fiscal second quarter and warned of ongoing increased costs for sports rights. (Source: Bloomberg)
(RTTNews) - DaVita Inc. will host a conference call at 5:00 PM ET on February 2, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.davita.com/events/ To listen to the call, dial 877-918-6630 (US) or 517-308-9042 (International). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nas...
(RTTNews) - DaVita Inc. will host a conference call at 5:00 PM ET on February 2, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.davita.com/events/ To listen to the call, dial 877-918-6630 (US) or 517-308-9042 (International). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
As Amazon.com Inc. (NASDAQ: AMZN) prepares to report its fiscal fourth-quarter earnings, all eyes are on how the company navigated the critical holiday shopping season amid ongoing heavy investments in AI infrastructure. With the company having consistently beaten bottom-line estimates in recent quarters, another potential upside surprise could hinge on margin expansion and AWS’ backlog conversion...
As Amazon.com Inc. (NASDAQ: AMZN) prepares to report its fiscal fourth-quarter earnings, all eyes are on how the company navigated the critical holiday shopping season amid ongoing heavy investments in AI infrastructure. With the company having consistently beaten bottom-line estimates in recent quarters, another potential upside surprise could hinge on margin expansion and AWS’ backlog conversion. Estimates The Seattle, Washington-headquartered e-commerce behemoth is expected to publish its Q4 earnings on Thursday, February 5, at 4:00 pm ET. Market watchers’ consensus revenue estimate for the quarter is $211.19 billion, compared to $187.79 billion in Q4 FY24. The management’s most recent guidance calls for fourth-quarter sales in the range of $206.0 billion to $213.0 billion. It is estimated that earnings rose 5.4% YoY to $1.96 per share in the December quarter. Building on last year’s strong momentum, Amazon’s stock has climbed approximately 6% year-to-date, edging closer to the record highs set three months ago. The company’s robust fundamentals—driven by growth in AWS, resilient retail operations, and disciplined cost management—continue to attract investors. Despite its size, AMZN trades at a valuation that remains compelling compared to peers. Analysts remain optimistic, with recent target prices pointing to as much as 21% upside in 2026, underscoring confidence in the company’s long-term trajectory. Broad-based Growth In the September quarter, Amazon’s sales rose sharply to $180.2 billion from $158.9 billion in the prior-year period. Online sales rose 10% annually, while physical store sales rose 7%. As a result, Q3 net income climbed to $21.2 billion or $1.95 per share from $15.3 billion or $1.43 per share a year earlier. Earnings exceeded analysts’ estimates. Revenue growth for Amazon Web Services accelerated to 20.2% YoY. “Looking ahead, we see further opportunity to improve productivity in our global fulfillment and transportation network. We will continu...
Key Points SLV has delivered a markedly higher 1-year return than GLD, but with much steeper volatility and deeper drawdowns. GLD charges a slightly lower expense ratio and offers greater risk moderation, with a beta far below SLV's. Both funds are highly liquid and track physical metals, but their sector exposures and historical risk profiles differ significantly. These 10 stocks could mint the n...
Key Points SLV has delivered a markedly higher 1-year return than GLD, but with much steeper volatility and deeper drawdowns. GLD charges a slightly lower expense ratio and offers greater risk moderation, with a beta far below SLV's. Both funds are highly liquid and track physical metals, but their sector exposures and historical risk profiles differ significantly. These 10 stocks could mint the next wave of millionaires › The iShares Silver Trust (NYSEMKT:SLV) and SPDR Gold Shares (NYSEMKT:GLD) stand apart on recent performance, volatility, and cost—with SLV surging over the past year but GLD offering a smoother, lower-risk ride and a marginally lower fee. Both SLV and GLD are designed for investors looking to track the price of physical precious metals—silver and gold, respectively—without owning the metals directly. While each is a go-to choice for commodity exposure, this comparison highlights how their cost structures, risk profiles, and historical returns set them apart for different portfolio needs. Snapshot (cost & size) Metric SLV GLD Issuer IShares SPDR Expense ratio 0.50% 0.40% 1-yr return (as of 2026-01-30) 162.7% 72.4% Beta 0.50 0.16 AUM $51.5 billion $174.1 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. GLD is marginally more affordable on fees than SLV, with a 0.40% expense ratio versus SLV's 0.50%. Yield is not a factor in this comparison as neither fund distributes income. Performance & risk comparison Metric SLV GLD Max drawdown (5 y) -38.79% -21.03% Growth of $1,000 over 5 years $3,019 $2,578 What's inside GLD is a physically backed gold fund from SPDR, with over $174 billion in assets under management and a track record spanning more than 21 years. It provides direct exposure to gold bullion, classified 100% under Basic Materials. GLD does not hold a basket of stocks; instead, it mirrors the price of gold itself,...
Robert Way/iStock Editorial via Getty Images In my last article on NVIDIA Corporation ( NVDA ), I modeled the revenue upside from H200 sales to China at $4.37B to $17.5B per quarter, assuming the company splits the 25% fee with Chinese hyperscalers. Heading into the Q4 print, I have a high conviction that Nvidia didn't sell any data center GPUs in China, given that by mid-January, some reports sug...
Robert Way/iStock Editorial via Getty Images In my last article on NVIDIA Corporation ( NVDA ), I modeled the revenue upside from H200 sales to China at $4.37B to $17.5B per quarter, assuming the company splits the 25% fee with Chinese hyperscalers. Heading into the Q4 print, I have a high conviction that Nvidia didn't sell any data center GPUs in China, given that by mid-January, some reports suggested that Chinese customs authorities didn't allow the H200 chips to enter the region. Looking ahead, I think we may finally see sales in China ticking up in Q1 this year after reports that the Chinese regulator has finally approved the sale of 400,000 GPUs to some hyperscalers in this region. That said, I am downgrading my rating heading into the print due to two main risks. The main one is China's GPU exclusion from the Q1 FY27 guidance. Based on Huang’s remarks last week, I remain skeptical that the guidance will include revenue from this region. And so I'm looking forward to a good decision. And so we just have to wait patiently. I think the market is anticipating some revenue from the H200s in Q1, so a disappointment is not off the table. Second, I am spooked about gross margins falling from the mid-70 percent range. There are two factors that could pressure the bottom line of the company. As I discussed in my last coverage, if Nvidia absorbs 100% of the U.S. Government fee to sell the H200 GPU models, it could have a direct impact on gross margins. On top of that, the supercycle in high-bandwidth memory, or HBM, chips is leading to significant price hikes in DRAM costs, with some sources estimating 50% YOY price hikes in Q1 this year. Any gross margin disappointment (from a Q1 FY27 guidance perspective) could hurt the stock. That said, I remain bullish on the company’s long-term story, but I admit that the narrative is starting to show its first cracks. The Narrative Is Starting to Crack The story around Nvidia is no longer as strong as it was back in 2023 or 2024. ...