US equity futures drop as a continued slump in gold and silver hits stocks. Oil declines as the US and Iran signal hopes for deescalating tensions. Oracle announces plans to raise as much as $50 billion this year to build additional cloud infrastructure capacity. Dtek CEO Maxim Timchenko says a drone strike that killed more than a dozen civilian mine workers in central Ukraine on Sunday was part o...
US equity futures drop as a continued slump in gold and silver hits stocks. Oil declines as the US and Iran signal hopes for deescalating tensions. Oracle announces plans to raise as much as $50 billion this year to build additional cloud infrastructure capacity. Dtek CEO Maxim Timchenko says a drone strike that killed more than a dozen civilian mine workers in central Ukraine on Sunday was part of a large-scale Russian attack on the company's facilities. Ella Gude of BNY Investments Newton discusses the potential risks around a Kevin Warsh-led Fed. (Source: Bloomberg)
This article first appeared on GuruFocus. Oracle's recent selloff is a reminder that even the biggest AI winners can stumble when expectations get ahead of reality. Shares of Oracle (NYSE:ORCL) are now down more than 50% from their 2025 peak, erasing hundreds of billions in market value after last year's rally pushed the stock close to a trillion-dollar valuation. Oracle Stock Has Been Cut in Half...
This article first appeared on GuruFocus. Oracle's recent selloff is a reminder that even the biggest AI winners can stumble when expectations get ahead of reality. Shares of Oracle (NYSE:ORCL) are now down more than 50% from their 2025 peak, erasing hundreds of billions in market value after last year's rally pushed the stock close to a trillion-dollar valuation. Oracle Stock Has Been Cut in Half -- Wall Street Questions AI Spending That surge was powered by optimism around Oracle's cloud business and its exposure to artificial intelligence workloads tied to partners like OpenAI. What's changed is not Oracle's long-term opportunity, but how investors are pricing risk. Building out massive data centers and AI infrastructure requires heavy capital spending, and markets are starting to ask tougher questions about when those investments translate into durable profits. In other words, the story has shifted from AI growth at any cost to AI growth with discipline. It does not imply that the plan of Oracle is completely misconstrued. Their cloud product is gaining momentum, and people are getting serious in AI inspired computing. The big jump notwithstanding, there was little way in which the stock could miss. The pullback indicates that investors are fine-tuning the definition in a heavy-cash-out AI world of what constitutes a solid growth rate. To long-term investors, the bigger question is whether Oracle can transform its dreams of AI fantasy into concrete cash flow, and not only lustful headlines. Today, there may be no wipe-out, but maybe a reset, as they can. Provided that they are not able to, the old highs of the stock could be challenging to achieve.
Goldman Sachs believes that accelerating client growth and emerging upside from crypto trading could drive shares of Futu higher. The bank upgraded the Tencent-backed digital brokerage platform to buy from neutral. Analyst Shuo Yang also lifted his price target to $213.39 from $157.85. The new target implies a gain of about 31% from Friday's close. Yang wrote that his rating change reflected a ree...
Goldman Sachs believes that accelerating client growth and emerging upside from crypto trading could drive shares of Futu higher. The bank upgraded the Tencent-backed digital brokerage platform to buy from neutral. Analyst Shuo Yang also lifted his price target to $213.39 from $157.85. The new target implies a gain of about 31% from Friday's close. Yang wrote that his rating change reflected a reevaluation of Futu's new client growth and turnover rate, as well as a positive capital market outlook. FUTU 1Y mountain FUTU 1Y chrt The analyst predicted that favorable market expectations will lead to continued client expansion. He thinks Futu will add 802,000 new paying clients in 2026 and 659,000 new paying clients in 2027. "Contrary to market perception, we believe FUTU can maintain growth in favorable periods (e.g. 2026) and capitalize on IPO upcycles for rapid client acquisition," he added. Futu also offers durable and competitive advantages due to its low-fee, convenience-driven discount platform. Against its competitors, Futu offers higher client retention, a higher return on equity, operation in distinct competitive regions and a higher operational efficiency. "FUTU's ability to grow stems from its product and service competitiveness, which drives high client retention and new acquisitions," he said. Yang added that the stock seems well-hedged against Fed rate cuts, with likely limited impact. He also pointed to digital assets as a future growth driver. "FUTU currently offers retail crypto trading but not B2B infrastructure. Therefore, merely shifting existing client AUM between stocks and crypto trading offers limited profit growth due to fee rate differentiation," Yang wrote. "We expect more significant growth to come from crypto trading, thereby attracting new clients and additional AUM." Shares of Futu have surged 68% over the past 12 months.
Meta Platforms (META) is set to face a New Mexico trial this week as jury selection starts Monday in Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Meta Platforms (META) is set to face a New Mexico trial this week as jury selection starts Monday in Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
SOLV Energy ( SOLV ) has launched the roadshow for its initial public offering of 20,500,000 shares of its Class A common stock. The initial public offering price is expected to be between $22.00 and $25.00 per share pursuant to a registration statement on Form S-1 filed with the Securities and Exchange Commission. In addition, the company intends to grant the underwriters a 30-day option to purch...
SOLV Energy ( SOLV ) has launched the roadshow for its initial public offering of 20,500,000 shares of its Class A common stock. The initial public offering price is expected to be between $22.00 and $25.00 per share pursuant to a registration statement on Form S-1 filed with the Securities and Exchange Commission. In addition, the company intends to grant the underwriters a 30-day option to purchase up to an additional 3,075,000 shares of Class A common stock at the initial public offering price, less underwriting discounts and commissions. The company has applied to list its Class A common stock on Nasdaq under the ticker symbol “MWH.” More on SOLV Energy, LLC Solar EPC Provider SOLV Energy Begins IPO Effort Seeking Alpha’s Quant Rating on SOLV Energy, LLC Financial information for SOLV Energy, LLC
For the first time in two years, Palantir Technologies Inc. shares are not rallying into a quarterly earnings report — a signal that investors are finding fewer reasons to snap up what has become one of the most expensive stocks in the S&P 500 Index . Shares of the software company have tumbled 29% from their November peak, reached right before Palantir last reported results, and are down 18% to s...
For the first time in two years, Palantir Technologies Inc. shares are not rallying into a quarterly earnings report — a signal that investors are finding fewer reasons to snap up what has become one of the most expensive stocks in the S&P 500 Index . Shares of the software company have tumbled 29% from their November peak, reached right before Palantir last reported results, and are down 18% to start 2026, putting them among the 15 worst performers in the S&P 500 this year. While the selloff has cut into Palantir’s valuation, shares still trade for roughly 142 times expected earnings, the third-highest multiple in the S&P 500. Despite its hefty price tag, Wall Street expects Palantir to report another quarter of solid growth. Analysts covering the firm estimate adjusted earnings per share will increase 63% to 23 cents in the final quarter of 2025. Revenue is expected to be $1.3 billion, a 61% jump from the same period a year ago. “Investors are looking for ‘show me’ results and valuation — attractive investments, basically,” said Mark Giarelli at Morningstar Investment Service, who has a sell rating and $135 price target on Palantir shares. Palantir’s earnings come amid mounting skepticism about Big Tech, with investors demanding to see returns on high spending on artificial intelligence infrastructure. That sentiment has weighed on tech shares as traders shift their focus from the earliest winners of the AI trend to companies set to benefit from the billions of dollars pledged by hyperscalers like Amazon.com Inc ., Alphabet Inc. and Microsoft Corp . Firms seen as being hurt by AI, including software stocks , are also seeing shares dragged lower. All of this puts pressure on Palantir to deliver forward guidance that beats expectations, proving that it deserves its premium price. However, the valuation being down from its late October peak also could be seen as a healthy sign for the stock, according to Que Nguyen , chief investment officer at Research Affiliates. “...
Bloomberg For the first time in two years, Palantir Technologies Inc. shares are not rallying into a quarterly earnings report — a signal that investors are finding fewer reasons to snap up what has become one of the most expensive stocks in the S&P 500 Index. Shares of the software company have tumbled 29% from their November peak, reached right before Palantir last reported results, and are down...
Bloomberg For the first time in two years, Palantir Technologies Inc. shares are not rallying into a quarterly earnings report — a signal that investors are finding fewer reasons to snap up what has become one of the most expensive stocks in the S&P 500 Index. Shares of the software company have tumbled 29% from their November peak, reached right before Palantir last reported results, and are down 18% to start 2026, putting them among the 15 worst performers in the S&P 500 this year. While the selloff has cut into Palantir’s valuation, shares still trade for roughly 142 times expected earnings, the third-highest multiple in the S&P 500. Most Read from Bloomberg Despite its hefty price tag, Wall Street expects Palantir to report another quarter of solid growth. Analysts covering the firm estimate adjusted earnings per share will increase 63% to 23 cents in the final quarter of 2025. Revenue is expected to be $1.3 billion, a 61% jump from the same period a year ago. “Investors are looking for ‘show me’ results and valuation — attractive investments, basically,” said Mark Giarelli at Morningstar Investment Service, who has a sell rating and $135 price target on Palantir shares. Palantir’s earnings come amid mounting skepticism about Big Tech, with investors demanding to see returns on high spending on artificial intelligence infrastructure. That sentiment has weighed on tech shares as traders shift their focus from the earliest winners of the AI trend to companies set to benefit from the billions of dollars pledged by hyperscalers like Amazon.com Inc., Alphabet Inc. and Microsoft Corp. Firms seen as being hurt by AI, including software stocks, are also seeing shares dragged lower. All of this puts pressure on Palantir to deliver forward guidance that beats expectations, proving that it deserves its premium price. However, the valuation being down from its late October peak also could be seen as a healthy sign for the stock, according to Que Nguyen, chief investment off...
This article first appeared on GuruFocus. Nvidia Corp. (NASDAQ:NVDA) Chief Executive Officer Jensen Huang sought to reset expectations around the company's potential investment in OpenAI, saying the proposed figure of up to $100 billion was never a binding commitment and would be evaluated incrementally. Speaking to reporters in Taipei, Huang said Nvidia was invited to invest as much as $100 billi...
This article first appeared on GuruFocus. Nvidia Corp. (NASDAQ:NVDA) Chief Executive Officer Jensen Huang sought to reset expectations around the company's potential investment in OpenAI, saying the proposed figure of up to $100 billion was never a binding commitment and would be evaluated incrementally. Speaking to reporters in Taipei, Huang said Nvidia was invited to invest as much as $100 billion and described the invitation as an honor, but stressed the company would move one step at a time. He added that the investment could still become the largest Nvidia has ever made, while noting that its contribution to OpenAI's current funding round would be far smaller than the headline figure. The comments follow a letter of intent signed in September, under which Nvidia said it planned to invest up to $100 billion to support OpenAI's buildout of data centers and broader AI infrastructure. The plan envisioned facilities with at least 10 gigawatts of power capacity, roughly equivalent to New York City's peak electricity demand, equipped with Nvidia's advanced chips for training and deploying AI models. A Wall Street Journal report last week said the plan had stalled after some inside Nvidia raised doubts, citing people familiar with the matter who said Huang had emphasized the agreement was nonbinding and had privately expressed concerns about OpenAI's business discipline and competitive dynamics. Huang pushed back on suggestions of dissatisfaction, calling such claims nonsense, and said Nvidia would still invest a great deal of money because he believes strongly in OpenAI's work. He described the potential investment as huge and possibly the largest in the company's history, while reiterating that it would not approach $100 billion in the current round. When asked about the timeline for deploying the first gigawatt under the joint plan, Huang said it was up to OpenAI, since it is their infrastructure. For investors, the episode adds to ongoing scrutiny over circular AI ...
Lochpine Capital focuses its infrastructure investment strategy on global BESS assets. Credit: harhar38/Shutterstock.com. Schroders Greencoat has entered into a memorandum of understanding (MoU) with Contemporary Amperex Technology (CATL) and Lochpine Capital to jointly explore, develop and invest in battery energy storage projects across Europe. The agreement provides for the creation of an inves...
Lochpine Capital focuses its infrastructure investment strategy on global BESS assets. Credit: harhar38/Shutterstock.com. Schroders Greencoat has entered into a memorandum of understanding (MoU) with Contemporary Amperex Technology (CATL) and Lochpine Capital to jointly explore, develop and invest in battery energy storage projects across Europe. The agreement provides for the creation of an investment platform focused on European battery energy storage systems (BESS), with CATL named as the primary supplier of battery units under the arrangement. The signing took place in Beijing, China, during a visit by Schroders group CEO Richard Oldfield, as part of a business delegation led by UK Prime Minister Keir Starmer aimed at strengthening commercial and investment ties between China and the UK. Lucy Rigby, Economic Secretary to the Treasury of the UK, attended the signing alongside senior representatives from each company. Through this collaboration, the parties intend to combine their respective experience in renewable infrastructure and technology to support the development of up to ten gigawatt-hours of renewable energy storage capacity in Europe. The partnership also aims to contribute towards Europe’s ongoing transition toward net-zero emissions. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Schroders Greencoat operates as part of Schroders Capital and manages approximately 450 renewable infrastructure assets across the globe, representing a net generation capacity exceeding 7.7GW. Its teams are based in international cities including Beijing, Chicago, Copenhagen, Dublin, Frankfurt, Hong Kong, London, Madrid, New York and Shanghai. The alliance is expected to support both the growth of Schroders Greencoat’s activities in Europe’s energy sector and CATL’s efforts towar...
This week’s jobs report could come with a shock, lawmakers contend with another government shutdown, Bitcoin hits 10-month low, and more news to start your day.
This week’s jobs report could come with a shock, lawmakers contend with another government shutdown, Bitcoin hits 10-month low, and more news to start your day.
Light At The End Of The Tunnel Emerges For US East After Weeks Of Winter Madness A sharp reversal in US natural gas futures was seen early Monday after skyrocketing prices in the second half of January, when dangerously cold air and a major winter storm triggered freeze-offs across critical NatGas infrastructure. The weather-driven supply disruptions coincided with a spike in heating demand, unlea...
Light At The End Of The Tunnel Emerges For US East After Weeks Of Winter Madness A sharp reversal in US natural gas futures was seen early Monday after skyrocketing prices in the second half of January, when dangerously cold air and a major winter storm triggered freeze-offs across critical NatGas infrastructure. The weather-driven supply disruptions coincided with a spike in heating demand, unleashing stress on power grids across much of the eastern US and driving NatGas spot prices sharply higher before the pullback, as well as power prices... The front-month NatGas contract plunged as much as 17% to $3.620 per million British thermal units in early Asian trading, erasing Friday's 11% gain after weeks of record-breaking cold. New weather models show milder conditions across parts of the Lower 48 over the next two weeks. There's some light at the end of the tunnel for the winter-weary East Coast. A possible moderating trend during the week of Feb. 9! pic.twitter.com/DbflucI5qh — Ben Noll (@BenNollWeather) February 1, 2026 By mid-month, temperatures in the US are expected to revert to 30-year seasonal norms. For our readers in Washington, DC... Let's recap weather and energy reporting over the last few weeks, in which we led the discussion on NatGas freeze-offs and power grid stress. It's clear that fossil fuel power generation saved many grids from collapse across the eastern US. Recap: "Sleep Tight, America. We Got This": NatGas And Coal Power Plants Prevented Grid Collapse During Historic Winter Blast Wild Few Weeks For NatGas. Goldman Weighs In With Post-Winter Storm Energy Commentary NatGas Rips Higher As Arctic Blast Knocks 12% Of U.S. production Offline Power Diverted From Data Centers To Households Across PJM Network Amid Historic Freeze Our takeaway from the record cold and severe winter weather is clear: the Trump administration's push to boost reliable fossil fuel power generation helped prevent grid collapse. Dispatchable coal and NatGas plants, some of ...
Dmitry Vinogradov/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:26) Crypto slide intensifies as Bitcoin hits around $75,000. (02:25) This is an abridged transcript. Wall Street could be looking at another red day w...
Dmitry Vinogradov/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:26) Crypto slide intensifies as Bitcoin hits around $75,000. (02:25) This is an abridged transcript. Wall Street could be looking at another red day with futures falling. Nasdaq 100 futures ( US100:IND ) are down 0.8%. S&P 500 futures ( SPX ) declined 0.5%, and Dow futures ( INDU ) are down 0.2%. Spot gold ( XAUUSD:CUR ) is down 3.6% to $4,710 as of the time of this recording, after crashing nearly 10% on Friday, when prices plunged below $5,000 an ounce. Silver ( XAGUSD:CUR ) is down 4% at $81. The federal government entered a partial shutdown early Saturday morning, even after the Senate passed a funding package hours earlier. The shutdown is expected to be brief. According to an interview with NBC News, House Speaker Mike Johnson (R-LA) is confident that the partial shutdown will end by Tuesday, saying there would be enough Republican votes to clear the federal spending package. The Senate on Friday approved a five-bill spending package for government agencies through September and a stopgap measure to fund the Department of Homeland Security for two weeks. The legislation must be approved by the House, which returns to Washington today. Oil prices are down more than 5%, set for the largest single-session decline in over six months, after President Trump noted that Iran was “seriously talking” with Washington, signaling potential de-escalation. Brent crude futures ( CO1:COM ) and U.S. West Texas Intermediate crude ( CL1:COM ) are each down in the 5% range. Both contracts slid from multi-month highs after Trump’s weekend comments eased military strike fears. "The distinct shift in his messaging has eased concerns of supply disruptions. This removed some risk premium out of the market, even as US military presence in th...
Shares in Oracle (ORCL) retreated after the technology company said it plans to raise up to $50 billion this year to fund its cloud-infrastructure business. Oracle stock was down more than 3% in recent premarket trading, at $159.32. The stock spiked last year, hitting a peak above $328 in September on optimism about artificial intelligence, but have since more than halved on concerns about Oracle'...
Shares in Oracle (ORCL) retreated after the technology company said it plans to raise up to $50 billion this year to fund its cloud-infrastructure business. Oracle stock was down more than 3% in recent premarket trading, at $159.32. The stock spiked last year, hitting a peak above $328 in September on optimism about artificial intelligence, but have since more than halved on concerns about Oracle's hefty spending needs.
The Byzantine-era church lies half hidden in the shade. Roman columns rise from among the olive trees, even older ruins linked to Israelite kings are overgrown. To the west, the Mediterranean is just visible on the horizon. To the north and south, rise the hills of the occupied West Bank. In the small town of Sebastia, a hundred metres or less east of the ruins, everyone is very worried. In Novemb...
The Byzantine-era church lies half hidden in the shade. Roman columns rise from among the olive trees, even older ruins linked to Israelite kings are overgrown. To the west, the Mediterranean is just visible on the horizon. To the north and south, rise the hills of the occupied West Bank. In the small town of Sebastia, a hundred metres or less east of the ruins, everyone is very worried. In November, Mahmud Azem, the mayor of Sebastia, received a notice from Israeli authorities announcing the seizure of the whole of the sprawling hilltop archaeological site next to the town. Though there have been reports of an Israeli government project to develop the site for several years, the notice came as a shock. Most of the 3,500 Palestinian residents depend on either tourism at the site or their olives there for their livelihoods. The current plans for development of the site involve a visitors’ centre, a car park, and a fence that will separate the ruins from the rest of the town, cutting residents off from the ruins and any olive orchards that survive. “Unfortunately Sebastia has gone into a dark tunnel,” said, Azem, 50. “It is an aggression against Palestinian landowners, against olive trees, against tourist sites and it is a violation of the history and the heritage of Palestine.” The expropriation of 182 hectares (450 acres) at Sebastia is the largest ever seizure of land for an archaeological project since Israel occupied the West Bank after its victory against Syria, Egypt and their Arab allies in 1967. View image in fullscreen Mahmud Azem, the mayor of Sebastia. Photograph: Jason Burke/The Guardian Supporters of the project in Israel say the site has been undeveloped for decades. They say too that Sebastia has been identified as the capital of a northern Israelite kingdom known as Samaria between the 9th and 8th centuries BC. Critics say the heritage project is part a surge of expansion of Jewish settlements across the West Bank that has been forcefully promoted in ...