narvo vexar/iStock via Getty Images Market Environment U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Health care and communication services contributed the most to market returns while real estate and utilities were the sole detractors. Performance highlights Contributors Warner Bros Discovery ( WBD ) Alphabet Cl A ( GOOG ) General Motors ( GM ) Detractors Fiserv ( FISV ) Charter Communications Cl A ( CHTR ) Equifax ( EFX ) Portfolio Performance The portfolio’s return was 4.79% (net) for the reporting period. This compares to the Russell 1000 Value Index that returned 3.81% for the same period. Top contributors: Warner Bros Discovery ( WBD ) was a contributor during the quarter. The U.S.-headquartered media company’s stock price surged as multiple parties submitted offers to acquire all or part of the business. Following several rounds of bidding, WBD announced an agreement to sell its Streaming and Studios business to Netflix, while spinning the Global Networks business to shareholders. Paramount Skydance subsequently made a direct $30 per share offer to shareholders for the entire company. We are pleased with the steps the WBD board has taken thus far to unlock shareholder value. We will continue to closely monitor developments as this bidding war unfolds. Alphabet was a contributor during the quarter. The U.S.-headquartered technology conglomerate’s stock price jumped after it delivered impressive third-quarter earnings. Search revenue growth beat consensus expectations as Google continues to see strong user engagement trends. Results were also ahead of expectations in the Cloud segment, and the outlook for this business remains robust given accelerating demand for AI compute. We continue to believe Alphabet is undervalued on a sum-of-the-parts basis and see potential for the company’s AI leadership to drive further upside across the portfolio. General Motors was a contributor during the quarter. The U.S.-hea...

Unity Software Inc (NYSE:U) and Take-Two Interactive Software, Inc (NASDAQ:TTWO) shares plummeted on Friday following the unveiling of Alphabet Inc‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) experimental world-building technology. Google Unveils AI World Generation Google announced Project Genie on Thursday, an experimental research prototype powered by its Genie 3 world model that enables users to create and explore interactive worlds. The technology is now available to Google AI Ultra subscribers in the U.S. According to a blog post by Google DeepMind, Project Genie “lets users create, explore and remix their own interactive worlds” through text prompts and images. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? How The Technology Works The prototype features three core capabilities: world sketching, world exploration, and world remixing. Unlike static 3D experiences, Genie 3 generates environments in real time as users move and interact. “Project Genie generates the path ahead in real time based on the actions you take,” the Google team stated in the announcement. The technology integrates with Nano Banana Pro for world previewing and allows users to define character perspectives ranging from first to third person. See Also: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. Investor Reaction The announcement triggered concerns about potential disruption to traditional game development platforms and publishers. Unity provides software platforms for creating interactive 3D content, while Take-Two develops and publishes major gaming franchises, including Grand Theft Auto and NBA 2K. Read Next: Image via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market tr...

MyImages_Micha/iStock via Getty Images Aerospace and defense have definitely been popular sectors over the last year, with the market bullish on improving build-rates from OEMs like Airbus ( EADSY ) and Boeing ( BA ), strong ongoing aftermarket demand driven by aging fleets and still-growing air traffic demand, and anticipated investments into advanced aircraft, missile, and space systems on the military side. Coupled with improving financial performance, this has been a powerful one-two punch for Moog ( MOG.A ) ( MOG.B ), and the shares have risen close to 80% since my last update . That’s far better than the average industrial stock, but not so out of step with the nearly 50% move in Parker-Hannifin ( PH ), the similar 80% move at Woodward ( WWD ), and the nearly 110% jump in the shares of Curtiss-Wright ( CW ). Valuation remains my main concern on Moog, particularly as the company underperformed expectations on margins and free cash flow (mine and the Street’s) in FY’25, but as I’ve said in the past, valuation doesn’t drive share prices in the short term. While I do see Moog as a safer growth name in the industrial space in 2026 given the strength in aero/defense, this is a momentum/story stock at this point. Great Revenue Drives A Big FQ1 Beat Large beats relative to sell-side expectations certainly don’t hurt a story stock, and Moog delivered with its fiscal first quarter earnings report . Revenue rose 21% year over year, beating by about 11%, and the only similarly sized industrial stocks likely to do as well or better are likely going to also be heavily weighted to aerospace. Within aircraft controls, the Military Aircraft business grew 16%, and the Commercial Aircraft business grew 23%. Space and Defense grew 31%, and Industrial came in with 14% growth. Gross margin declined 30bp to 26.7%, but operating income rose 30% on an adjusted basis, with margin up 90bp to 13%. Despite the large top-line beat, Moog only beat sell-side margin expectations by about 10bp...

How Much Higher Can Micron Stock Go? The Motley Fool

As the global race to build AI infrastructure accelerates, India has offered foreign cloud providers zero taxes through 2047 on services sold outside the country if they run those workloads from Indian data centers — a bid to attract the next wave of AI computing investment, even as power shortages and water stress threaten expansion in the South Asian nation. On Sunday, India’s finance minister Nirmala Sitharaman announced (PDF) the proposal in the country’s annual budget, offering a tax holiday — effectively zero taxes — on revenues from cloud services sold outside India if those services are run from data centers in the country. Sales to Indian customers would have to be routed through locally incorporated resellers and taxed domestically, she told parliament. The budget also proposes a 15% cost-plus safe harbour for Indian data-center operators providing services to related foreign entities. The announcement comes as U.S. cloud giants including Amazon, Google, and Microsoft race to add data-center capacity worldwide to support the surge in artificial-intelligence workloads, with India emerging as an increasingly attractive location for new investment. The country offers a large pool of engineering talent and growing demand for cloud services, and has positioned itself as a key alternative to the U.S., Europe, and parts of Asia for expanding compute infrastructure. In October, Google said it would invest $15 billion to build an AI hub and expand data-center infrastructure in India, its largest commitment in the country to date, following a $10 billion commitment in 2020. Microsoft followed in December with plans to invest $17.5 billion by 2029 to expand its AI and cloud footprint, funding new data centers, infrastructure, and training programs. Amazon has also stepped up its spending in December, saying it would invest an additional $35 billion in India by 2030, taking its total planned commitment to about $75 billion as it expands its retail and cloud operations...

India’s domestic data-center sector is also ramping up to meet global demand. In November, Digital Connexion, a joint venture backed by Reliance Industries, Brookfield Asset Management, and Digital Realty Trust, said it would invest $11 billion by 2030 to develop a 1-gigawatt, AI-focused data center campus in the southern state of Andhra Pradesh. The project, spanning about 400 acres in Visakhapatnam, is among the largest announced in India and underscores growing interest from both domestic and global investors in building AI-ready infrastructure in the country. Separately, Adani Group said in December it plans to invest up to $5 billion alongside Google in its AI data center project in the country. In October, Google said it would invest $15 billion to build an AI hub and expand data-center infrastructure in India, its largest commitment in the country to date, following a $10 billion commitment in 2020. Microsoft followed in December with plans to invest $17.5 billion by 2029 to expand its AI and cloud footprint, funding new data centers, infrastructure, and training programs. Amazon has also stepped up its spending in December, saying it would invest an additional $35 billion in India by 2030, taking its total planned commitment to about $75 billion as it expands its retail and cloud operations. The announcement comes as U.S. cloud giants including Amazon, Google, and Microsoft race to add data-center capacity worldwide to support the surge in artificial-intelligence workloads, with India emerging as an increasingly attractive location for new investment. The country offers a large pool of engineering talent and growing demand for cloud services, and has positioned itself as a key alternative to the U.S., Europe, and parts of Asia for expanding compute infrastructure. On Sunday, India’s finance minister Nirmala Sitharaman announced (PDF) the proposal in the country’s annual budget, offering a tax holiday — effectively zero taxes — on revenues from cloud services...

Micron stock has gained 327% over the last 12 months thanks to soaring demand for memory from data center operators. The semiconductor industry sits at the heart of the artificial intelligence (AI) boom -- without advanced chips, this revolutionary software wouldn't be possible. But more than just processing power is required. Micron Technology (MU 4.80%) is a leading supplier of memory and storage chips, not only for data centers (where most AI development happens), but also for personal computers and smartphones, where AI workloads are gradually migrating. It was one of the best-performing stocks in the semiconductor space in 2025, with a gain of 239%. It's grabbing headlines yet again in 2026 because it has already risen a further 29% in January alone. The question investors have to ask themselves now, though, is how much longer this incredible rally can run. Micron is attracting some high-profile customers Graphics processing units (GPUs) like those supplied by Nvidia are the primary parallel processing chips used to power AI development and inference. High-bandwidth memory (HBM) in close proximity to those chips unlocks maximum processing speeds from large GPU clusters by keeping the data flowing to them seamlessly. Without it, GPUs would have to constantly pause in their workloads while they wait to receive more information, which is far from ideal with AI software. Micron's HBM3E data center chip provides 50% more capacity than the competition while consuming 30% less energy. As a result, both Nvidia and Advanced Micro Devices are embedding it in their latest GPUs. And Micron is preparing to ramp up production of its new HBM4E chip, which it says will improve capacity and energy efficiency by a further 60% and 20%, respectively. The company's entire 2026 supply of those chips is already sold out. Expand NASDAQ : MU Micron Technology Today's Change ( -4.80 %) $ -20.91 Current Price $ 414.88 Key Data Points Market Cap $467B Day's Range $ 407.13 - $ 455.50 52wk ...

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俄烏戰爭｜美俄烏周三至四舉行新一輪三方會談 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】烏克蘭總統澤連斯基宣布周三至四舉行美俄烏三方會談。 澤連斯基宣布新一輪談判繼續在阿聯酋阿布扎比舉行，烏方代表團跟澤連斯基磋商談判框架後，周一晚上出發前往阿布扎比。澤連斯基期望美國繼續發揮積極作用，斡旋俄烏局勢降溫，包括減少空襲，認為烏克蘭人會否信任停火談判進程和結果，大程度上取決於美國。重申烏克蘭已預備好展開實質討論，期望可推動俄烏盡快達成和平協議。

It's now been more than two months since Walt Disney (NYSE: DIS) shares have been trading consistently in the triple figures. Making sure it stays above $100 -- and building on its market-matching 24% gain in 2024 -- will depend on its ability to continue delivering across its media empire. February may be the shortest month of the year, but it doesn't mean that this will be 28 days that investors can spend tapping the snooze bar. Disney has a big earnings report on the way in the week ahead. It also has another huge movie coming out and a promising new piece of animated content coming to Disney+. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. See the 10 stocks » There's never a dull month when it comes to Disney. Let's take a closer look at February's potentially needle-moving events. Feb. 5 Disney's fiscal year ends in September. Most stocks have been posting their fourth-quarter numbers this earnings season, but for Disney, it will report its fiscal first-quarter results on Wednesday. The market isn't expecting much in terms of revenue growth at Disney. Analysts are bracing for a modest 4% step-up on the top line. The year-over-year comparisons for its media networks and theme parks should prove challenging. Wall Street pros have also been paring back their expectations from the 5% increase that they were modeling a month ago. It should be a different story on the bottom line. Analysts now see the House of Mouse clocking in with an adjusted profit of $1.44 a share, an 18% jump from the $1.22 a share it earned a year earlier for the same fiscal quarter. The market is still all over the place. Analysts are forecasting a first-quarter profit per share as low as $1.14 and as high as $1.58. If it's any consolation, Disney has surpassed Wall Street profit targets consistently over the past year. It's not just the numbers that will move the shares. Disney may update investors on new content rel...

Movie posters for the documentary "Melania" featuring U.S. first lady Melania Trump are displayed in a New York City subway station, in New York, U.S., Jan. 14, 2026. Jeenah Moon | Reuters Amazon's "Melania" earned $7 million at the domestic box office during its debut this weekend, the highest opening for a non-music documentary in more than a decade. Documentaries are not typically major ticket sales drivers, with the majority of releases over the last 10 years opening under $5 million and grossing $10 million to $20 million worldwide, according to data from Comscore. Documentaries and concert films by popular musical artists often outperform these numbers because of their built-in fan bases. Notably, Michael Moore's "Fahrenheit 9/11" retains the record for the highest-opening political documentary with $23.9 million. The film, which opened in 2004, also holds the record for the highest domestic haul for a political documentary with $119 million. "We're very encouraged by the strong start and positive audience response, with early box office for 'Melania' exceeding our expectations," said Kevin Wilson, head of domestic theatrical distribution at Amazon MGM Studios. "This momentum is an important first step in what we see as a long-tail lifecycle for both the film and the forthcoming docu-series, extending well beyond the theatrical window and into what we believe will be a significant run for both on our service." The Melania Trump documentary was acquired by the tech giant, which operates the streaming service Prime Video, for an estimated $40 million, and reports suggest the company spent nearly the same price tag on marketing for the film. Ticket sales were driven by women and moviegoers over 55, with both demographics accounting for 70% or more of receipts. Additionally, rural theaters represented 46% of total box office grosses, according to EntTelligence data. Typically, these theaters, which operate in areas with populations of fewer than 500,000 people, ac...

With each captivating swish of his racquet, Carlos Alcaraz seemingly edges closer to more history. The Spanish world number one has become the youngest man to complete the career Grand Slam - lifting all four of the sport's major trophies - with his maiden Australian Open triumph. Sunday's victory over Novak Djokovic ensured the 22-year-old Alcaraz clinched the seventh major title of his career, just six years after making his senior debut. Alcaraz has won five of the past eight slams and has astonishingly prevailed in all but one of his eight major finals. He follows all-time greats Djokovic, Rafael Nadal, Roger Federer, Andre Agassi and Rod Laver as only the sixth man to achieve the career Grand Slam in the Open era. The man he replaces as the youngest to achieve that feat is, fittingly, his sporting idol and 22-time major winner Rafael Nadal, who did so aged 24 in 2010 and watched his compatriot's historic win over old foe Djokovic from the stands in Melbourne. In tennis history, Alcaraz surpassed Don Budge, who had won the Australian Open, French Open, Wimbledon and the US Open by the age of 22 years and 355 days in 1938. "Every year that I came to Australia I was thinking about winning but it didn't happen. This year, I was hungry for more," Alcaraz said. "It is a dream come true."

The last week of January was marked by central bank decisions, corporate earnings and key economic data. The Federal Reserve kept its policy rate unchanged at 3.50%-3.75%, as widely expected, pausing the easing implemented at its three previous meetings. Traders reacted to US President Donald Trump’s nomination of Kevin Warsh to succeed Jerome Powell as Fed chair, viewing Warsh as a hawkish choice likely to favor lower interest rates. Of the 101 S&P 500 companies that reported earnings this week , 82 beat EPS expectations, 15 missed and 4 came in line. For the week, the S&P 500 ( SP500 ) and Nasdaq ( COMP:IND ) fell 0.1% and 0.6%, while Dow ( DJI ) booked a 0.8% fall. The S&P 500 gained 1.2% in January, with the Dow up 1.6% and the Nasdaq advancing 1.1%. Across the Atlantic, the European equities ( STOXX ) ended the week 0.4% higher. For the month of January, STOXX 600 advanced 2.5%. After nearly two decades of talks, the European Union and India struck a free trade agreement expected to double EU exports by 2032 through tariff reductions on most goods.. On the data front, Q4 2025 Eurozone GDP rose 0.3%, steady with the previous quarter and above forecasts. In the week, London’s FTSE 100 ( UKX ) equities rose 0.8% while Germany ( DAX:IND ) markets slipped 1.4%. Major corporate news from Europe this week: AstraZeneca ( AZN ) announced a $15B investment in China through 2030 to expand medicines manufacturing and R&D. Aluminum Corp. of China and Rio Tinto ( RIO ) agree to acquire majority stake in Brazil’s CBA for ~$900M. Adidas announced a share buyback of up to €1 billion, citing record 2025 sales and pricing stability despite U.S. tariffs. LVMH ( LVMHF ) fourth-quarter results and management commentary raised concerns about demand, particularly in China. The Asia-Pacific markets In the last week, Chinese markets ( SHCOMP ) lost 0.7%, while Japan’s Nikkei 225 ( NKY:IND ) rose 0.4%. Japan’s economy faced mixed conditions in late 2025, marked by a surprise drop in reta...

Peter Mandelson should testify before the US Congress about his links to Jeffrey Epstein, a government minister has said, as documents appeared to show the late child sex offender sent the former US ambassador $75,000. Emails and other documents released by the US justice department on Friday shed new light on the closeness of the relationship between Epstein and Lord Mandelson. Bank statements appear to show three separate payments of $25,000 referencing the former UK business secretary and MP being sent from Epstein’s JP Morgan bank accounts. Contacted about the statements, Mandelson said: “I have no record and no recollection of receiving these sums and do not know if the documents are authentic.” Mandelson reiterated that he had been wrong to believe Epstein and continue his association with him, adding: “I deeply regret doing so and apologise unequivocally to the women and girls who suffered.” On Sunday the housing, communities and local government secretary, Steve Reed, said Mandelson, who was sacked as British ambassador to Washington last year, had “a moral obligation” to share what he knew about the disgraced financier. He told Sky News that anyone with information or evidence should share it “whether that is Andrew Mountbatten-Windsor, whether it’s Lord Mandelson, or whether it’s anybody else”, adding: “[T]hey have a moral obligation to share what they knew so that the victims can help find the justice that they’ve been denied for so long.” But Reed refused to be drawn on whether Mandelson, who has been on leave of absence from the House of Lords since he took up his role as US ambassador and does not currently have the Labour whip, should possibly be stripped of his peerage. “I think before taking any action like that, we need to understand exactly what’s happened,” he said. Pressure is mounting on Keir Starmer to take action to block any return of Mandelson to the Lords as a Labour peer, after the emails released on Friday also appear to show the then bu...

eAlisa/iStock via Getty Images Everyone and their brother in the Wall Street pundit crowd seems to be rallying around the same message these days: "buy small caps, they are out of favor, cheap, and due to recover. I say PROVE IT. Not to any particular person, but to the small cap market itself. Because as I continue to stress here, as I've done many time, I think investing as we know it, particularly equity investing, changed dramatically around the start of 2020, when the pandemic hit us. However, the seeds were sewn a bit earlier, when more than a decade of cheap money from central banks completely flipped the idea of responsible, serious investing on it its noggin. And it has only gotten more severe this decade. This article will be lighter on words than most of what I do here. I've written close to 700 articles in 3 years here, and hundreds elsewhere and at my own site. So it's quite easy to know what I've been saying in words for the past several years. In fact, in this age of AI, if you simply ask your favorite LLM product something like "what is Rob Isbitts saying about the markets the past couple of years," you will get more than you bargained for. The bottom line is that a lot of things that used to work in the name of "diversification" no longer do. Will they return to being impactful, or even relevant, at some point in the future? I don't know, and I don't really think about that. I just monitor it to see if anything is even hinting at a change. For instance, I don't think trading on a phone or other mobile device is going away. So while my desktop computer is still my favorite spot to trade and invest, I'm not expecting it to be what is once was...the ONLY place I could trade and invest. That brings me to one of many less-relevant investment styles that has gone the way of the Dodo Bird. Its extinct, relatively speaking. I'm talking about small cap stocks. And while I'll use the Russell 2000 ETF ( IWM ) here, part of the impact of indexation and algorith...

Key Points Nvidia's new products will drive further demand. Selling GPUs in China could provide a huge revenue boost. The stock isn't all that expensive. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been a no-brainer stock to own over the past few years and has delivered market-beating returns each year. While some investors may be growing concerned about an artificial intelligence (AI) bubble forming, the reality is that nearly every AI hyperscaler has plans in place to spend an incredible amount of money on AI computing capacity over the next few years. There are few companies better positioned to take advantage of this spending than Nvidia, and I think it's an incredible stock to buy and hold not only for 2026 but also five years beyond it. I've got five reasons why Nvidia is a great stock to own in 2026, but there are likely countless more out there. 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 » 1. Nvidia has sold out its production capacity Nvidia announced during its third-quarter (Q3) earnings that it has effectively sold out of its cloud graphics processing units (GPUs). That shows just how massive the demand is for Nvidia's products. During Q3, Nvidia sold $51.2 billion of data center products, so it's not like Nvidia is selling a small amount either. If there remains a supply constraint on computing capacity, Nvidia can charge a premium for its products. This will help keep Nvidia's margins high, boosting its earnings at an even faster pace than its revenue growth. Nvidia is still doing everything it can to increase production capacity, and this will be a trend to keep an eye on throughout 2026, but as of right now, being sold out indicates huge demand that isn't going away anytime soon. 2. New chip architecture is set to launch in 2026 Nvidia is also launching its new Rubin architecture, which will improve upon it...

港鐵屯馬綫改道工程完成 恢復正常服務 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】屯馬綫紅磡站至尖東站路段的路軌改道跟進工序已順利完成，今天屯馬綫恢復正常服務。 至於第二次改道跟進工序將於三月八日實施 （星期日），會有特別服務相應安排。

Aston Villa were already seething at trailing to 10-man Brentford and then, four minutes into the second half, those frustrations grew tenfold. Tammy Abraham thought he had made a goalscoring return, his first since winning promotion from the Championship seven years ago, but then it was all eyes on the referee, Tim Robinson, and the big screens that indicated a review. At Stockley Park, the video assistant referee, Paul Tierney, rewound the clock by 19 seconds, to the moment Leon Bailey, at the opposite end of the pitch, was deemed to have failed to keep the ball in play. After a VAR delay of almost four minutes, Robinson’s mic connected with the stadium speakers. “After review, the ball is factually out of play, so the restart will be a throw-in to Brentford,” the referee said amid mass groans – and much worse – from the restless locals. The Premier League’s Match Centre said the ball was out of play “within the attacking possession phase (APP)”. Bailey, recalled from Roma last month, was on his backside when the ball appeared to run out of play near the corner flag. Villa kickstarted their attack from there, diagonally moving upfield, culminating in Jadon Sancho jinking inside Jordan Henderson and forcing Caoimhín Kelleher into a save. Abraham was quickest to the rebound and wheeled away in celebration, but it was short-lived. Invariably, the discourse surrounding the decision is unlikely to die down anytime soon. Brentford went close to compounding matters, Kristoffer Ajer almost scoring from the subsequent throw-in, launched into the box by Michael Kayode; it was one of just two shots Keith Andrews’s side mustered on target, the other Dango Ouattara’s brilliant goal in first-half stoppage time, five minutes after Kevin Schade was sent off. Ouattara raced on to a long ball into the channel and after his attempt to square the ball for Igor Thiago was blocked by Pau Torres, from an awkward angle he simply cut inside on to his left boot and lashed an unerring strik...

Neco Williams was a very relieved man at the final whistle after his Nottingham Forest teammates held on against Crystal Palace to move a point further away from the relegation zone. The full-back produced a fantastic save and some amateur dramatics but was dismissed, having given away a penalty, in a game his side looked favourites to win. Ismaïla Sarr scoring the resulting spot-kick to cancel out Morgan Gibbs-White’s opener was the only additional damage, as Forest endured an afternoon on the backfoot. If it was not for Palace currently living in striker purgatory, waiting for one to leave and a replacement to arrive, they may have made more of the one-man advantage, rather than extend their winless run to nine matches. There was plenty of animosity between the two clubs before kick-off. Forest took Crystal Palace’s place in the Europa League after the Eagles were demoted to the Conference League, creating a bitter feud in the process. This week’s intense chase for Jean-Philippe Mateta’s services did little to bring harmony. His name appeared on the back page of the match programme but that is unlikely to be a regular feature because the French striker is seemingly heading to Milan instead, lured by a Serie A title battle, rather than English relegation fight. The home supporters did their best to wind up the visitors with chants about their owner, Evangelos Marinakis, seen as a villain at Selhurst Park. Palace fans unveiled an offensive banner during the reverse fixture in August, leading to an FA misconduct charge to add extra spice to this clash. Marinakis was in attendance, potentially with Monday’s deadline day in mind. Their latest arrival, the goalkeeper Stefan Ortega, was paraded before kick-off and Lorenzo Lucca was among the subs. The best way to infuriate opponents is to prevent them from scoring and then punishing them. Matz Sels saved smartly from Jefferson Lerma and within minutes Forest were ahead. Gibbs-White won the header from a corner and Palace...

One did really well, while the other stayed flat. Last year, I took two Buffett stocks and put them head to head: Coca-Cola (KO +1.94%) and Domino's Pizza (DPZ +0.80%). Coca-Cola is Buffett's longest-held stock, and Domino's is a fairly new addition. And while their business models are different and they operate in different industries, they're both leading consumer goods stocks that offer value to investors. I suggested that Coca-Cola was likely to be the winning stock in 2025, and I was right. Can it continue? Let's revisit the debate and see who might win in 2026. Why Coca-Cola won the match last year Neither Coca-Cola nor Domino's beat the market last year, but Coke stock came pretty close, while Domino's remained nearly flat. When I chose it last year, I noted the company's longer track record of reliability and its higher dividend yield. I felt at the time that those features would be important to the market in 2025, as it was entering a new year after two years of double-digit gains. In the end, growth won out, and the market delivered a third consecutive year of double-digit gains, but Coca-Cola got high marks anyway for its stability and local production in the face of rising tariffs. Expand NYSE : KO Coca-Cola Today's Change ( 1.94 %) $ 1.43 Current Price $ 74.86 Key Data Points Market Cap $322B Day's Range $ 73.54 - $ 74.89 52wk Range $ 62.35 - $ 74.89 Volume 920K Avg Vol 17M Gross Margin 61.55 % Dividend Yield 2.73 % Matchup 2026 Now that the market is entering a new year after three years of double-digit gains, does this thesis still hold true? Coca-Cola has been performing well over the past year, and its localized production is earning it a thumbs-up from the market. In the most recent quarter, which was the 2025 third quarter (fourth-quarter earnings will be released on Feb. 10), sales increased 5% year over year, and comparable operating margin rose from 30.7% to 31.9% year over year. The company has pricing power, and it has been able to keep up wi...

Kylian Mbappé stayed calm to roll home a 100th-minute penalty and claim Real Madrid a 2-1 win over nine-man Rayo Vallecano on Sunday in a spicy La Liga derby clash. Los Blancos cut Barcelona’s lead back to one point at the top of the table after the Spanish champions beat Elche on Saturday. Vinícius Júnior scored early on for Madrid after Jude Bellingham limped off with an apparent hamstring injury. Jorge de Frutos pulled Rayo level early in the second half, prompting visible anger from the Madrid fans at their team. Disaster was averted when Mbappé netted from the spot following Pathé Ciss’s red card at the death. Rayo also had Pep Chavarría sent off before the final whistle. Interim head coach Álvaro Arbeloa and Mbappé had begged fans to support the team after Real’s defeat at Benfica in midweek, but the Santiago Bernabeu crowd was in unforgiving mood. Former Barcelona winger Ilias Akhomach fired narrowly wide early on – the atmosphere would have been further soured had his effort crept inside Thibaut Courtois’ post. Madrid suffered an early setback as England international Bellingham pulled up holding the back of his thigh, going off in agony. View image in fullscreen Jude Bellingham departed the field after just 10 minutes in agony and clutching is hamstring during Real Madrid’s 2-1 in over Rayo Vallecano. Photograph: JJ Guillen/EPA Vinícius put the hosts ahead in the 15th minute, showing tidy footwork just inside the area before firing high over Augusto Batalla and into the net. Los Blancos were in charge but, despite taking the lead, their fans were not content and whistled the team in at the break. They were even less impressed, minutes into the second half when Rayo pulled level. Álvaro García nodded a cross down for De Frutos, a former Madrid youth player, to reach and drill home. The visitors should have taken the lead after an hour when Andrei Ratiu ran through on goal with only Courtois to beat but the Belgian stopper made a superb save to deny him. Mbap...

格隆汇2月2日｜据央视，伊朗外交部长阿巴斯·阿拉格齐当地时间2月1日在接受媒体采访时表示，伊朗对与美国就核问题达成协议“仍然有信心”。阿拉格齐说，伊朗“对美国作为谈判伙伴已经失去信任”。不过，他表示，通过地区友好国家进行的信息沟通正在推动双方接触，并称相关谈判“是富有成效的”，“对方在与我们对话，也在认真对待我们”。在是否开展直接谈判的问题上，阿拉格齐拒绝作出承诺，强调应将重点放在“谈判的实质内容”而非形式上，并表示“不必讨论不可能的事情”。他还重申，伊朗希望美方解除长期制裁，同时尊重伊朗在和平利用核能框架下继续进行铀浓缩的权利。

格隆汇2月2日｜据央视，以色列国防部长办公室当地时间2月1日发表声明称，以国防部长卡茨当天会见了刚刚结束访美行程回国的以军总参谋长扎米尔。声明称，扎米尔向卡茨通报了在华盛顿期间与美方高层举行的一系列会晤成果。双方随后重点评估了当前的地区安全局势，并审查了以色列国防军在应对各种潜在场景下的作战准备状态。据此前披露，扎米尔在本周末的“秘密访问”中，与美军参谋长联席会议主席丹·凯恩等高级官员举行了密集会谈。讨论焦点集中在针对伊朗实施军事打击的可能性和美以战术协同等问题。 (央视

The recent FBI raid of a Georgia county election office is a precursor to battles ahead as President Donald Trump ’s administration steps up efforts to obtain sensitive voter information from states. The effort has set up legal showdowns with 24 states and Washington, DC, with the Justice Department suing them for refusing to turn over voter data. The administration has also sued Fulton County, Georgia, for records related to the 2020 election. The Democratic National Committee , meanwhile, has said it may take action against states that do turn over data if that violates voter rights. In turn, the Justice Department’s civil rights chief said the DNC could face repercussions — laying the groundwork for a significant clash before November’s midterm elections. The matter could eventually wind its way to the Supreme Court, as the US Constitution says states establish the times, places and manner of congressional elections but allows for Congress to alter those regulations. US officials say they’re trying to ensure election integrity. But the states say the demands are too broad and could impact the vote — the Justice Department seeks not only names and addresses but voter birth dates, driver’s license information and partial Social Security numbers. “I won’t turn the data over, consequences be damned,” Arizona Secretary of State Adrian Fontes said in an interview. “It wouldn’t surprise me if they have plans to throw civil actors and civil servants like me in jail.” Tensions spilled into the open when the FBI raided the Fulton County elections center near Atlanta on Jan. 28 to seize voting records and other data from the 2020 election, which Joe Biden won. But Trump has been fixated on his defeat in that race, continuing to repeat unsubstantiated claims of fraud dismissed by election officials, the courts, and some of his former aides years ago. Although those records related to the 2020 election, local officials warned the raid foreshadows the months ahead and warned o...

New York, Feb 1, 2026, 11:11 AM EST — The market has now closed. AMD dropped 6.1% in yesterday’s session, finishing at $236.73. The decline came after fresh debate over when AMD’s next-gen MI450 AI accelerator will ramp up, with some analysts expressing skepticism about the timing. Investors turn their attention to AMD’s Feb. 3 earnings and outlook, closely monitoring clues on data-center demand and any news on AI GPU schedules. Shares of Advanced Micro Devices dropped 6.1% on Friday, closing at $236.73. The chipmaker now faces a challenging week ahead with a slate of semiconductor and megacap earnings due. AMD is set to release its fiscal fourth-quarter and full-year 2025 results after the U.S. market closes on Tuesday, Feb. 3, with a conference call at 5:00 p.m. EST. Investors have focused heavily on the company’s data-center growth story, and recent stock moves indicate some jitters about what comes next. (AMD) Whispers about potential delays to AMD’s MI450-series AI chips sparked the latest wave of selling. (Investing) Wells Fargo analyst Aaron Rakers pushed back on the concerns in a note sent out Friday, suggesting the fears are exaggerated. He expects the company to reaffirm its MI450 timeline during the next earnings call. (Investing) The MI450 series stands out as AMD’s key offering aimed at large-scale AI projects starting in 2026, backed by major clients tied to the platform. (Investing) Competitive pressure is now front and center. If AMD’s growth falters, it would be in a market dominated by Nvidia, which continues to lead in AI accelerators, with Intel and others scrambling for smaller chunks of the server and enterprise compute markets. (Reuters) AMD’s shares had already climbed sharply over the past few months, so any talk about timing tends to sting more than usual, especially with earnings looming and guidance usually taking center stage. (AMD) There’s a catch for bulls: everything depends on execution and clarity. If management skirts details on MI...

Ezugwu said he rushed to the hospital on Saturday after learning that she had been taken there. He said the hospital had one of the required antivenoms but not the other.

The entertainment bellwether has a telltale financial update coming sooner than you think. If Walt Disney (DIS +1.09%) investors are going to beat the market -- something that they have done once (barely) in the last five years -- they have some ground to make up. Shares of Disney declined 0.9% in January, lagging the S&P 500's 1.4% gain. There will be a couple of opportunities for Disney to shine despite this being the shortest month of the year. It all starts on Groundhog Day, when Disney offers up its fiscal first-quarter results. The rest of the month will have a hard time matching that needle-moving moment, but there's never a dull moment when it comes to Disney stock. Let's take a look at some key dates that investors should watch closely in February. Feb. 2 In a rare move, Disney is releasing its financial results on a Monday morning. Quarterly performances move stocks, but it's not the only thing that the House of Mouse could have up its white rodent glove. Disney's board has been saying for some time that it expects to announce CEO Bob Iger's replacement in early 2026. Adding fuel to the fire that settling on Iger's heir apparent is coming soon, sources are telling the New York Times that Disney's next CEO could be announced by the board in the next few days. The frontrunners are internal executives led by Disney Experiences chairman Josh D'Amaro and co-chair of Disney Entertainment Dana Walden. There is also the possibility that Disney divulges opening timelines for some of its previously announced theme park expansion plans. Also hanging in the air is the fate of the next two Avatar films. Avatar: The Way of Water was a financial blockbuster released over the holidays, but the third entry in the series fell well short of the hauls of the two previous installments. Director James Cameron has suggested that he would turn his attention elsewhere if the third film were a disappointment at the box office. There will be financial numbers to consider, too, of co...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. NVIDIA (NasdaqGS:NVDA) is under scrutiny from U.S. lawmakers over technical assistance reportedly provided to Chinese AI startup DeepSeek, which is accused of work with potential military applications. Separately, Health Discovery Corporation has filed a new patent infringement lawsuit, alleging NVIDIA used expired technology in its machine learning products and is seeking damages for past use. These developments raise questions about regulatory, legal, and reputational risk for NVIDIA at a time when its AI hardware and software are widely used across global markets. NVIDIA, trading at around $191.13 per share, has been a key name for investors focused on AI and high performance computing. The stock’s very large 3 year return and 1 year return of 59.2% mean many holders already have substantial gains on paper. This can make new legal and geopolitical headlines more important for risk management than for pure growth expectations. For you as an investor, the main watchpoints are how U.S. policymakers respond to the DeepSeek questions and whether the Health Discovery Corporation case progresses beyond early stages or moves toward settlement. Both could influence NVIDIA’s compliance costs, disclosure obligations, and legal exposure, so it makes sense to follow regulatory filings and company statements closely from here. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA 1-Year Stock Price Chart Is NVIDIA financially strong enough to weather the next crisis? Quick Assessment ⚖️ Price vs Analyst Target : At US$191.13, the share price is roughly 25% below the US$253.62 analyst target, which suggests upside relative to current consensus. ❌ Simply Wall St Valuation : Shares are trading about 23.7% above Simply Wall ...

US Military Still Not Prepared For Major Attack On Iran, Only 'Limited' Strikes President Trump has acknowledged that he has a plan for Iran, but naturally isn't going to make it public. "Well, we can’t tell them the plan," Trump said Saturday. "If I told them the plan, it would be almost as bad as telling you the plan - it could be worse, actually." Several Gulf allies have meanwhile complained of being "in the dark" on what the US might do next . Fresh quotes from US officials in The Wall Street Journal suggest major military action is not imminent , but 'limited' strikes might be . The Pentagon is worried its troops and bases in the region are too exposed, given Tehran has vowed all-out war if it gets hit. Explosion during a missile attack in Tel Aviv, Israel, Friday, June 13, 2025. via Associated Press "Trump has yet to say whether and how he might use force," the WSJ writes . " But American airstrikes on Iran aren’t imminent, U.S. officials say, because the Pentagon is moving in additional air defenses to better protect Israel , Arab allies and American forces in the event of a retaliation by I ran and a potential prolonged conflict." "The U.S. military could conduct limited airstrikes on Iran if the president were to order an attack today , U.S. officials say," the report continues. "But the kind of decisive attack that Trump has asked the military to prepare would likely prompt a proportional response from Iran, requiring the U.S. to have robust air defenses in place to protect Israel as well as American troops, the officials say." Again, Iranian officials have repeatedly said its own response will not be limited - that it will unleash its significant ballistic missile arsenal on American assets in the region and Isarel, much of which can be launched from well-protected underground bunkers and tunnels. This is why the Pentagon is rushing to get more THAAD, Patriots, and other anti-air measures to the region. These systems have already likely been beefed up in...

Key Points Taiwan Semiconductor manufactures almost all advanced AI chips in data centers. TSMC's clients include Apple, Nvidia, Tesla, Broadcom, and many other big tech companies. A drop in AI demand will slow TSMC's growth, but it won't derail its business. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Artificial intelligence (AI) is far from a new technology. People have been using it for quite some time, whether knowingly or not. However, the current AI boom is a technological turning point that many would argue we haven't seen since the introduction of the internet. As with any new industry trend, there's been a lot of investor optimism, but at some point, this turns into speculation. We've seen this story plenty of times in the market. This isn't to say AI's a bubble (the technology is here to stay), but current valuations rightfully bring on skepticism. 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 » Fortunately, there's one company that's a key piece to the AI supply chain that you can count on regardless: Taiwan Semiconductor Manufacturing (NYSE: TSM). TSMC's role in the AI world A good way to understand TSMC's AI role is by working backward from the AI applications and tools people use daily. For those AI tools to be effective, they need to be trained on more data than you can fathom. This data is stored, and AI models are trained inside data centers that contain hardware like graphics processing units (GPUs), AI accelerators, and central processing units (CPUs). Different companies design these hardware pieces, but they have one thing in common: They rely on TSMC to manufacture their chips and bring them to life. It has a virtual monopoly on manufacturing advanced AI chips because it's the one company tech companies trust the most to be efficient and handle the necessary scale. Thriving with or without AI If the current AI boom slows or turns out to...