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 ...
design master J.P. Morgan upgraded Church & Dwight ( CHD ) to a Neutral rating on Monday after having the household products giant set at Underweight. Analyst Andrea Teixeira pointed to the cleaner portfolio for the company following the Spinbrush and Vitamins businesses divestitures and the shutting down of the Flawless and WaterPik showerheads business. The portfolio moves are expected to set up...
design master J.P. Morgan upgraded Church & Dwight ( CHD ) to a Neutral rating on Monday after having the household products giant set at Underweight. Analyst Andrea Teixeira pointed to the cleaner portfolio for the company following the Spinbrush and Vitamins businesses divestitures and the shutting down of the Flawless and WaterPik showerheads business. The portfolio moves are expected to set up the company to return to faster growth. Other growth levers include increased growth plans for A&H into "good, better, best categories" and M&A plans for both the U.S. and internationally. Recent acquisitions are also seen as adding to the CHD momentum. "We think the portfolio’s move to a 64% premium (vs. a typical 60%/40% premium/value) should be beneficial to the financials ahead," updated Teixeira. J.P. Morgan's price target on Church & Dwight ( CHD ) of $100 is based on a 50-50 blending of the 25.5X P/E multiple and 16.8X EV/EBITDA multiple off 2027 estimates. Shares of Church & Dwight ( CHD ) were up 1.3% in premarket trading on Monday after gaining 4.7% on Friday following the earnings release and analyst day update. More on Church & Dwight Church & Dwight Co., Inc. (CHD) Analyst/Investor Day Transcript Church & Dwight Co., Inc. (CHD) Analyst/Investor Day - Slideshow Church & Dwight: Quality Business Is Facing Some Challenges Church & Dwight gains after strong organic sales guidance Church & Dwight Non-GAAP EPS of $0.86 beats by $0.03, revenue of $1.64B in-line
Key Points Pfizer is playing catch-up in the GLP-1 weight-loss space. The drugmaker is getting closer and closer to key patent cliffs. Investors should also note that Pfizer's payout ratio is worryingly high. 10 stocks we like better than Pfizer › Pfizer (NYSE: PFE) is one of the world's largest pharmaceutical companies. It has a long history of innovation and success. Add in a lofty 6.6% dividend...
Key Points Pfizer is playing catch-up in the GLP-1 weight-loss space. The drugmaker is getting closer and closer to key patent cliffs. Investors should also note that Pfizer's payout ratio is worryingly high. 10 stocks we like better than Pfizer › Pfizer (NYSE: PFE) is one of the world's largest pharmaceutical companies. It has a long history of innovation and success. Add in a lofty 6.6% dividend yield, and dividend investors are likely to find the stock highly attractive. Before you buy it, however, consider these three 2026 headwinds. 1. Pfizer is behind the curve Pfizer's dividend yield is so high at least in part because the stock has fallen more than 50% from its 2021 highs. There are a number of reasons for this fall from grace, but one very important one is Pfizer's lack of a GLP-1 drug -- a type of medication that helps manage diabetes and promote weight loss. 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 » That is not for lack of trying. Pfizer's internal GLP-1 candidate was dropped, leaving it far behind GLP-1 leaders Eli Lilly and Novo Nordisk, which both have GLP-1 drugs on the market. To Pfizer's credit, it didn't just give up. It quickly moved to acquire another company with a promising GLP-1 drug pipeline. And it agreed to distribute a GLP-1 pill for a Chinese company, if that drug gets approved. Still, Pfizer is the also-ran in the GLP-1 space. It needs to prove that it can still innovate in 2026, and good news on its GLP-1 progress will be very important. 2. The clock is ticking One reason investors are so dismayed by Pfizer's GLP-1 setback is that the company is approaching key patent cliffs. That's when blockbuster drugs lose patent protections and face generic competition. Normally, that leads to a sizable drop in demand for the branded drug. Pfizer's oncology drug Ibrance will likely see generic competition in 2027, with car...
Nvidia CEO Jensen Huang lauded TSMC as his company's largest customer, urging Taiwanese suppliers to boost AI chip production. Huang, a celebrity in his birthplace, highlighted the immense demand for AI, noting TSMC's crucial role and expected significant capacity expansion over the next decade. He also voiced concerns about memory chip supply challenges. "the people's dad". "trillion-dollar dinne...
Nvidia CEO Jensen Huang lauded TSMC as his company's largest customer, urging Taiwanese suppliers to boost AI chip production. Huang, a celebrity in his birthplace, highlighted the immense demand for AI, noting TSMC's crucial role and expected significant capacity expansion over the next decade. He also voiced concerns about memory chip supply challenges. "the people's dad". "trillion-dollar dinner" “TSMC needs to work very hard this year because I need a lot of wafers,” “TSMC is doing an incredible job and they're working very, very hard. We have a lot of demand this year,” “Over the next 10 years, TSMC will likely increase their capacity by much more than 100%, and so this is a very substantial scale-up in the next decade,” “We have so many partners here in Taiwan. Nvidia won't be possible without Taiwan. There's magic in this island. The companies here have extraordinary technology, they've incredible culture,” “I'm really proud of Taiwan,” What Jensen Huang said about his concerns about memory chip supplies "We need a lot of memory this year. I think that the entire supply chain is challenging this year because demand is so much more,” Nvidia CEO Jensen Huang has praised the Taiwan Semiconductor Manufacturing Co. (TSMC) after the US chip giant became the Taiwanese chipmaker’s biggest customer. According to a report by the news agency Reuters, Huang has also urged his major Taiwanese suppliers to increase production to meet strong demand for AI, concluding a visit to Taiwan, where he has been enthusiastically received by fans who call himThis is a term local media use to reflect Huang’s celebrity status and cultural significance on the island of his birth.Speaking at an impromptu press conference in the rain outside a Taipei restaurant last week, where he had hosted suppliers for anamed after the market capitalisation of the attending firms, Huang said this would be another good year for business, the Reuters report noted.he said, laughing, referring to the world...
The peer said he resigned his membership of the party to avoid causing it ‘further embarrassment’ after emails appeared to show Jeffrey Epstein sent former US ambassador $75,000 Kemi Badenoch has said that removing Peter Mandelson from the House of Lords should be considered as part of the investigation she is calling for into how he was appointed ambassador to Washington. (See 10.06am .) Speaking...
The peer said he resigned his membership of the party to avoid causing it ‘further embarrassment’ after emails appeared to show Jeffrey Epstein sent former US ambassador $75,000 Kemi Badenoch has said that removing Peter Mandelson from the House of Lords should be considered as part of the investigation she is calling for into how he was appointed ambassador to Washington. (See 10.06am .) Speaking to broadcasters this morning, Badenoch said: I think there is a lot that needs to be looked into, including investigating how he ever came to be appointed, and all levers which can be pulled in order to remove him from public office looked into, including removal from the House of Lords. The Department for Education (DfE) said 300,000 more children will benefit from the programme in April , when more than 500 schools join. It said children in schools already in the scheme are benefiting from healthy breakfasts and being in school earlier, with evidence showing improved attendance, attainment and behaviour. Continue reading...
Key Points On its way to a 5.5 million percent return, Berkshire had its biggest annual gains early on. There are two reasons for this; one is intuitive, the other is regulatory. One fund stands out as a low-cost vehicle to tap into more than 1,000 companies Buffett may wish he could take meaningful positions in. 10 stocks we like better than Vanguard Index Funds - Vanguard Small-Cap ETF › After t...
Key Points On its way to a 5.5 million percent return, Berkshire had its biggest annual gains early on. There are two reasons for this; one is intuitive, the other is regulatory. One fund stands out as a low-cost vehicle to tap into more than 1,000 companies Buffett may wish he could take meaningful positions in. 10 stocks we like better than Vanguard Index Funds - Vanguard Small-Cap ETF › After taking the helm of Berkshire Hathaway (NYSE: BRK.B) in 1964, legendary investor Warren Buffett steered the conglomerate to a 5.5 million percent gain during the next 60 years. It's a track record that might make him history's greatest investor. Yet if you're an investor with less than a few million dollars to your name, there is one sense in which Buffett envies you. While Berkshire Hathaway shares averaged a 19.9% return from 1965 to 2024, its biggest annual gains (+77.8%, +80.5%, +129.3%, +102.5%, +93.7%, and +84.6%) had one thing in common. They came in 1968, 1971, 1976, 1979, 1985, and 1989, respectively, decades ago when Berkshire was a small fraction of its current size. 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 » This front-loaded performance came as no surprise to Buffett. As far back as 1994, he warned in a letter to shareholders that while he made few predictions, there was one that he was confident about: Future performance of Berkshire shares would not come close to matching its past results. Two reasons Berkshire's growth has slowed in recent decades You might think that this is due to the law of large numbers, which states that enormous growth is always easier from smaller starting points. That is true, and it's one reason small-cap stocks have historically outperformed larger companies. As Buffett said in a 1999 interview, "Anyone who says that size does not hurt investment performance is selling. ... It's a huge structural advantage no...