Droves of U.S. defense giants reported earnings in late January. See which names in this red-hot industry impressed and disappointed during the quarter.
Droves of U.S. defense giants reported earnings in late January. See which names in this red-hot industry impressed and disappointed during the quarter.
In this article ORCL NVDA META AMD Follow your favorite stocks CREATE FREE ACCOUNT Data center giant Oracle 's stock took a 3% hit in early premarket on Monday, after the company announced plans to raise up to $50 billion to develop additional capacity for customers, and an analyst said the company was considering laying off thousands to free up cash flow. Hyperscalers have scrambled to build the ...
In this article ORCL NVDA META AMD Follow your favorite stocks CREATE FREE ACCOUNT Data center giant Oracle 's stock took a 3% hit in early premarket on Monday, after the company announced plans to raise up to $50 billion to develop additional capacity for customers, and an analyst said the company was considering laying off thousands to free up cash flow. Hyperscalers have scrambled to build the infrastructure needed to power AI, with data center deals hitting a record $61 billion in 2025 and multiple big tech firms committing huge sums amid a funding rush. Why the stock dropped Oracle said on Sunday it planned to raise $45 billion to $50 billion of gross cash proceeds during the 2026 calendar year to build additional capacity to meet contracted demand from its cloud customers, which include Nvidia , Meta , OpenAI, AMD , TikTok and xAI. The funding will be raised in debt and equity . On Jan. 26, an analyst note from TD Cowen said that their "channel checks" indicated that Oracle was considering laying off 20,000 to 30,000 employees which could drive around $8 billion to $10 billion of incremental free cash flow. Stock Chart Icon Stock chart icon Oracle stock over the past year. Oracle had not responded to a request for comment from CNBC when this article went live. The note added that layoffs were one of the "multiple paths forward" the company was considering. The others included asset divestures to reduce its debt load and vendor financing. Oracle has made huge bets on the AI infrastructure rollout in recent times. In September, it raised $18 billion in a bond sale and inked a $300 billion deal with OpenAI. Investors have flagged concerns over Oracle's aggressive AI buildout plans and debt raising. Oracle's stock has dropped 50% since its peak in September. It dropped 11% after disappointing quarterly results in December, when it posted slightly lower than expected revenue. "We're entering the end-game for AI exposed stocks, it's do or die and what we're seeing i...
TLDR Oracle plans to raise $45-50 billion in 2026, split evenly between debt and equity, to expand its cloud infrastructure for AI customers The company’s debt insurance costs have spiked to $153.90 per $10,000, up from $40 in July, reaching levels not seen since the 2008-09 financial crisis Oracle stock has dropped 36% over three months, falling from over $300 in September to $164.58 S&P and Mood...
TLDR Oracle plans to raise $45-50 billion in 2026, split evenly between debt and equity, to expand its cloud infrastructure for AI customers The company’s debt insurance costs have spiked to $153.90 per $10,000, up from $40 in July, reaching levels not seen since the 2008-09 financial crisis Oracle stock has dropped 36% over three months, falling from over $300 in September to $164.58 S&P and Moody’s have issued negative credit outlooks for Oracle due to cloud infrastructure spending impacting cash flow Bondholders sued Oracle in January, claiming the company hid its need to raise substantial debt for AI infrastructure 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Oracle announced plans to raise between $45 billion and $50 billion in 2026 to build out its cloud computing infrastructure. The company will split the funding evenly between debt and equity issuances. Oracle Corporation, ORCL The fundraising comes as Oracle works to meet contracted demand from major customers. These include OpenAI, Meta Platforms, Advanced Micro Devices, Nvidia, TikTok, and xAI. Oracle already carries around $100 billion in long-term debt as of November. The new borrowing will test investor appetite for AI-related debt at a time when skepticism is growing. The cost to insure Oracle’s debt has jumped sharply. Five-year credit default swaps now trade at 153.90 basis points. That means it costs $153.90 annually to insure $10,000 of Oracle debt. This represents a massive increase from around $40 at the end of July. The current levels are the highest since the 2008-09 financial crisis. Oracle’s debt has become a barometer for market confidence in AI spending. Investors are watching closely as the company’s fortunes tie more closely to unprofitable customers like OpenAI. Credit Rating Pressure Mounts S&P and Moody’s have both issued negative credit rating outlooks fo...
Chinese electric vehicle maker Nio Inc. (NYSE:NIO) sustained its growth momentum and reported strong January deliveries on Sunday. The company, a major rival to Tesla, Inc. (NASDAQ:TSLA) , witnessed a 96.1% year-over-year (Y/Y) surge in deliveries to 27,182 vehicles last month. Nio's third-generation ES8 dominated January deliveries, accounting for nearly two-thirds of total volume. The third-gene...
Chinese electric vehicle maker Nio Inc. (NYSE:NIO) sustained its growth momentum and reported strong January deliveries on Sunday. The company, a major rival to Tesla, Inc. (NASDAQ:TSLA) , witnessed a 96.1% year-over-year (Y/Y) surge in deliveries to 27,182 vehicles last month. Nio's third-generation ES8 dominated January deliveries, accounting for nearly two-thirds of total volume. The third-generation ES8 SUV delivered 17,646 units in January, representing 64.92% of Nio Inc's total monthly deliveries of 27,182 vehicles, according to a report by CnEVPost. The deliveries include 20,894 units under the NIO brand, 3,481 vehicles from the ONVO brand, and 2,807 FIREFLY vehicles. As of January 31, 2026, Nio’s cumulative deliveries stood at 1,024,774. NIO WorldModel upgrade In January 2026, NIO launched an upgraded NIO WorldModel, which is now rolling out to over 460,000 vehicles, and expects additional platforms to follow. The update adds closed-loop reinforcement learning to enhance assisted driving across urban and highway scenarios, while improving smart parking and safety features. Also, Nio surpassed 1 million cumulative deliveries in January 2026. The company plans to continue investing in core smart EV technologies and expanding its battery swapping and charging network. Major Peers Lag Also, XPeng Inc. (NYSE:XPEV) delivered 20,011 vehicles in January 2026, which fell 34% Y/Y. Price Action: Nio shares were down 2.13% at $4.59 during premarket trading on Monday, according to Benzinga Pro data. Li Auto edged 0.66% lower to $16.52, while XPeng saw the sharpest drop, sliding 5.45% to $17.00. Photo by Robert Way via Shutterstock
An Australian woman died after her backpack caught on a ski lift on a Japanese mountain and she became suspended mid-air, police said on Monday. The 22-year-old woman was preparing to get off the lift on Friday morning at Tsugaike Mountain Resort in Hakuba Valley, a popular ski destination in the central region of Nagano. But a loose buckle from her backpack became caught in the lift chair, accord...
An Australian woman died after her backpack caught on a ski lift on a Japanese mountain and she became suspended mid-air, police said on Monday. The 22-year-old woman was preparing to get off the lift on Friday morning at Tsugaike Mountain Resort in Hakuba Valley, a popular ski destination in the central region of Nagano. But a loose buckle from her backpack became caught in the lift chair, according to the lift operator, Tsugaike Gondola Lift. Advertisement The woman, who had secured the rucksack with a chest strap, was then dragged by the lift and became “suspended” in mid-air, a spokesman for Nagano regional police said on condition of anonymity. “Because the chest strap was fastened, the backpack could not be removed from the [woman’s] body, and the guest was dragged along with the backpack after disembarking from the lift,” Tsugaike Gondola Lift’s president Tsuneo Kubo said in a statement. Advertisement “An attendant pressed the stop button to halt the lift. After rescue efforts, the guest was transported by ambulance to hospital,” he said.
Key Points Ethereum is currently trading 45% below its all-time high from August 2025. New crypto market legislation could provide a boost for Ethereum, by stimulating faster institutional adoption. Rapid advances in asset tokenization are likely to benefit Ethereum, which is still the clear DeFi leader. 10 stocks we like better than Ethereum › Popular cryptocurrency Ethereum (CRYPTO: ETH) may be ...
Key Points Ethereum is currently trading 45% below its all-time high from August 2025. New crypto market legislation could provide a boost for Ethereum, by stimulating faster institutional adoption. Rapid advances in asset tokenization are likely to benefit Ethereum, which is still the clear DeFi leader. 10 stocks we like better than Ethereum › Popular cryptocurrency Ethereum (CRYPTO: ETH) may be trading significantly below its all-time high from August 2025, but there's good reason to think that it could be headed for a major breakout this year. Within the next six months, Ethereum could soar to a price of $4,000 or higher. That's a blistering gain of almost 50% based on today's prices. Here's a closer look at the two powerful catalysts leading the way. 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 » Regulatory clarity It's impossible to overstate how important regulatory clarity is for the crypto market. It's what leads to faster institutional adoption of crypto, and it's what leads to greater transaction activity on popular blockchain networks. In other words, if market participants know the rules of the road (even if they don't agree with them), it's a huge positive for the crypto market. That's why I'm keeping my eye on one key piece of crypto legislation that is likely going to be signed into law this summer: the aptly named Digital Asset Market Clarity Act (Clarity Act). This new piece of legislation attempts to establish a clear regulatory framework for the crypto market. It will close existing loopholes, outline the roles of different regulators, define key concepts, and specify how digital assets can be traded. If there's one cryptocurrency that's poised to benefit the most from this new crypto legislation, it's Ethereum. As a Layer 1 blockchain network, it's exposed to every nook and cranny of the blockchain world. And it plays an especially important role in the world ...
The RBB Fund’s 3-month Treasury ETF offers direct exposure to short-term U.S. government debt with a focus on capital preservation. On January 22, Strong Tower Advisory Services reported selling out its entire stake in the F/m US Treasury 3 Month Bill ETF (TBIL +0.06%), an estimated $17.14 million trade based on the last-disclosed position value. What happened According to the SEC filing dated Jan...
The RBB Fund’s 3-month Treasury ETF offers direct exposure to short-term U.S. government debt with a focus on capital preservation. On January 22, Strong Tower Advisory Services reported selling out its entire stake in the F/m US Treasury 3 Month Bill ETF (TBIL +0.06%), an estimated $17.14 million trade based on the last-disclosed position value. What happened According to the SEC filing dated January 22, Strong Tower Advisory Services fully liquidated its position in the F/m US Treasury 3 Month Bill ETF (TBIL +0.06%), selling 342,799 shares during the fourth quarter. This move reduced the fund’s quarter-end position value by $17.14 million. What else to know Top holdings after the filing: NYSEMKT:LQD: $28.54 million (5.1% of AUM) NYSEMKT:BINC: $26.39 million (4.7% of AUM) NASDAQ:NVDA: $24.68 million (4.4% of AUM) NYSEMKT:BLV: $21.82 million (3.9% of AUM) NASDAQ:MSTR: $19.56 million (3.5% of AUM) As of January 22, TBIL shares were priced at $49.98, roughly flat over the past year. Meanwhile, the fund’s yield was about 4.06%. ETF overview Metric Value AUM $6.31 billion Yield 4.06% Price (as of January 22) $49.98 1-year total return 4.13% ETF snapshot TBIL’s investment strategy centers on tracking the performance of the most recently issued 3-month U.S. Treasury bill, with at least 80% of assets invested in the index's component security. The portfolio consists of a single U.S. Treasury bill purchased monthly and held to maturity, providing direct exposure to short-term U.S. government debt with minimal credit risk. The fund is structured as an ETF, offering daily liquidity and a transparent, low-cost vehicle for investors seeking capital preservation and current income. The F/m US Treasury 3 Month Bill ETF (TBIL) provides investors with streamlined access to short-duration U.S. Treasury securities through a single-security, monthly rolling strategy. The fund's substantial assets under management and consistent yield reflect strong demand for liquid, low-risk cash alt...
Gravallet/iStock via Getty Images One company that has really exceeded my expectations over the last couple of years now has been Great Lakes Dredge & Dock ( GLDD ). Back in July of 2023, I called the company a ‘hold’ candidate. Leading up to that point, the enterprise had experienced a significant decline in revenue, profits, and cash flows. Backlog was falling, and the overall picture for the bu...
Gravallet/iStock via Getty Images One company that has really exceeded my expectations over the last couple of years now has been Great Lakes Dredge & Dock ( GLDD ). Back in July of 2023, I called the company a ‘hold’ candidate. Leading up to that point, the enterprise had experienced a significant decline in revenue, profits, and cash flows. Backlog was falling, and the overall picture for the business was unappealing. It was only because of funding from the US Army Corps of Engineers, and bids on offshore wind projects, that prevented me from taking a bearish stance on the company. But since then, we have seen a remarkable turnaround. Even though backlog has recently pulled back, revenue, profits, and cash flows, have all exploded higher. The company is also achieving some pretty remarkable results when it comes to offshore wind projects. But those are still only a small piece of the overall pie. Add on top of this how cheap the stock is, and I can understand why the market has been enthusiastic. In fact, the stock is up 80.7% since I last wrote about it. By comparison, the S&P 500 is up only 56.5%. And with how cheap shares are, I think that further market beating upside is on the table. It is with this thought in mind that I am upgrading the stock to a ‘buy’ at this time. A fresh look at Great Lakes Dredge & Dock Considering the amount of time that has passed since my last article about Great Lakes Dredge & Dock, I do think a discussion of its overall financial performance necessitates a deep dive into exactly what the company does. The management team at the firm describes it as the largest provider of dredging services in the US. In fact, the company dates all the way back to 1890 with its first project that was performed in Chicago, Illinois. And from those humble origins, it has grown to be a giant in a small and niche market. For those not familiar, dredging is often necessary in order to enhance or preserve the navigability of waterways or to protect shore...
Oracle plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales. The company is raising money to build additional capacity to meet the contracted demand from the its largest cloud customers, including Nvidia and OpenAI. Bloomberg's Neil Campling breaks down the situation.
Oracle plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales. The company is raising money to build additional capacity to meet the contracted demand from the its largest cloud customers, including Nvidia and OpenAI. Bloomberg's Neil Campling breaks down the situation.
Private Public *Estimate based on contract expiry and government plans to nationalise every three months. Operator route maps are approximate The majority of Great Britain’s major rail operators are now in public ownership, as the Labour government continues its efforts to make the railways “more reliable, affordable and accessible”. The nationalisation of West Midlands Trains on 1 February repres...
Private Public *Estimate based on contract expiry and government plans to nationalise every three months. Operator route maps are approximate The majority of Great Britain’s major rail operators are now in public ownership, as the Labour government continues its efforts to make the railways “more reliable, affordable and accessible”. The nationalisation of West Midlands Trains on 1 February represents the tenth major passenger service to be brought back into public ownership, leaving six to go before the government’s deadline of completing every operator by 2027. The rollout, which is resulting in an operator being nationalised roughly every three months, is gradually bringing an end to a privatised system that critics argue has been overly fragmented and focused on profit, to the detriment of passenger experience. Several operators were already under public ownership by the time Labour were elected in 2024, having been nationalised by the Conservatives over financial woes and poor performance. Meanwhile, Transport for Wales and ScotRail were each nationalised by the Welsh and Scottish devolved governments, in 2021 and 2022 respectively. However, under the current transport secretary, Heidi Alexander, the Department for Transport (DfT) has accelerated the pace of nationalisation, bringing four operators on to the public books since May 2025: South Western Railway, C2C, Greater Anglia and West Midlands Trains. State of play, February 2026 So far ten of the 16 major rail operators in Britain are now in public ownership: Tap an operator to highlight routes, tap again to deselect The government has said the remaining six will be nationalised by October 2027: The operator that was nationalised most recently was West Midlands Trains, which took place on 1 February 2026. The next operator set to be nationalised is Govia Thameslink, which the government says will take place in May 2026. The nationalisations come ahead of the establishment of a new state-controlled company c...
AMD and STRADVISION unveil STRADVISION’s MultiVision perception software running on the AMD Versal™ AI Edge Gen 2 VEK385 platform at CES 2026, showcasing scalable AI-powered automotive vision. The collaboration enables a seamless path from Level 2 to Level 3 autonomy, combining high-performance, low-latency compute with advanced perception for software-defined vehicles. In the race toward software...
AMD and STRADVISION unveil STRADVISION’s MultiVision perception software running on the AMD Versal™ AI Edge Gen 2 VEK385 platform at CES 2026, showcasing scalable AI-powered automotive vision. The collaboration enables a seamless path from Level 2 to Level 3 autonomy, combining high-performance, low-latency compute with advanced perception for software-defined vehicles. In the race toward software-defined mobility, AI-powered vision perception has become the heart of automotive intelligence. The ability for vehicles to understand the world accurately, efficiently, and in real time defines how far and how safely automotive autonomy can go. AMD and STRADVISION have been collaborating for several use cases to advance automotive perception, and at CES 2026, the companies will unveil a new milestone in that journey: STRADVISION’s MultiVision perception software running on the AMD Versal™ AI Edge Series Gen 2 VEK385 platform. Together, these technologies demonstrate how high-performance, power-efficient compute, and advanced AI perception can scale from today’s driver assistance to tomorrow’s hands-off driving. From L2 to L3 on one scalable architecture AMD and STRADVISION are tackling a key challenge automakers face: how to move from Level 2 assistance to Level 3 autonomy without redesigning the entire electronic architecture. By combining STRADVISION’s production-proven vision-based SVNet and MultiVision stack with the AMD Versal AI Edge Gen 2 adaptive SoC’s deterministic, low-latency compute fabric, the two companies are enabling: L2 systems with rich object, lane, and free-space detection, L2+ systems with fast inference, and L3 prototypes with high-precision perception capable of environmental modeling in real time. The underlying hardware delivers up to 185 INT8 TOPS or 370 MX6 TFLOPS in an automotive-qualified package, ideal for sensor-rich perception workloads that must balance performance, thermals, and safety. Built for software-defined vehicles This collaborati...
A co-writer of Oscar-nominated film It Was Just an Accident has been arrested in Teheran just weeks before the Academy Awards, after signing a statement that condemned Iran’s supreme leader, Ali Khamenei, for the recent bloodshed in the country. Human rights campaigner Mehdi Mahmoudian was detained on Saturday after putting his signature to a statement that said “the primary responsibility for the...
A co-writer of Oscar-nominated film It Was Just an Accident has been arrested in Teheran just weeks before the Academy Awards, after signing a statement that condemned Iran’s supreme leader, Ali Khamenei, for the recent bloodshed in the country. Human rights campaigner Mehdi Mahmoudian was detained on Saturday after putting his signature to a statement that said “the primary responsibility for these atrocities lies with Ali Khamenei, the leader of the Islamic Republic, and the repressive structure of the regime”. Two more of the 17 signatories, Vida Rabbani and Abdullah Momeni, have also been arrested. No information on the charges against the detained individuals has been released by the arresting authorities so far. It Was Just an Accident won the Palme d’Or at the Cannes film festival in 2025 and is a contender for best international feature film and best screenplay at the Oscars on 15 March. The film follows a group of Iranian former political prisoners who try to decide whether to exact revenge on a man they believe to have tortured them in prison. Mahmoudian is foremost a journalist and human rights activist, who met It Was Just an Accident’s director, veteran auteur Jafar Panahi, in prison. In a statement shared with the Guardian, Panahi praised Mahmoudian’s “calm demeanor”, “kind conduct”, and ”rare sense of responsibility toward others”. View image in fullscreen Jafar Panahi (pictured) praised Mahmoudian’s ‘calm demeanor’, ‘kind conduct’, and ‘rare sense of responsibility toward others’. Photograph: Clemens Bilan/EPA “Whenever a new prisoner arrived, Mehdi would try to provide them with basic necessities and, more importantly, offer reassurance,” Panahi said. “He became a quiet pillar inside the prison – someone inmates of all beliefs and backgrounds trusted and confided in.” After Mahmoudian’s release, the film-maker asked him to refine the dialogue on his screenplay, drawing on his nine-year experience of life behind bars. “Mehdi Mahmoudian is not just a ...
Written by Emily J. Thompson , Senior Investment Analyst Source: NASDAQ.COM TSM $ 330.56 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on TSM Wall Street analysts forecast TSM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 313.46 USD with a low forecast of 63.24 USD and a high forecast of 390.00 USD...
Written by Emily J. Thompson , Senior Investment Analyst Source: NASDAQ.COM TSM $ 330.56 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on TSM Wall Street analysts forecast TSM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 313.46 USD with a low forecast of 63.24 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 8 Analyst Rating Wall Street analysts forecast TSM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 313.46 USD with a low forecast of 63.24 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 7 Buy 1 Hold 0 Sell Strong Buy Current: 339.550 Low 63.24 Averages 313.46 High 390.00 Current: 339.550 Low 63.24 Averages 313.46 High 390.00 Barclays NULL -> Overweight maintain $380 -> $450 2026-01-16 Reason Barclays Price Target $380 -> $450 AI Analysis 2026-01-16 maintain NULL -> Overweight Reason Barclays raised the firm's price target on TSMC to $450 from $380 and keeps an Overweight rating on the shares. The company's Q4 results were "strong across the board," the analyst tells investors in a research note. TD Cowen Hold maintain $325 -> $370 2026-01-16 Reason TD Cowen Price Target $325 -> $370 2026-01-16 maintain Hold Reason TD Cowen raised the firm's price target on TSMC to $370 from $325 and keeps a Hold rating on the shares. The firm updated its model following its better than expected quarterly results driven by manufacturing excellence. Its 2026 growth outlook is +30% year-over-year. Unlock Full Analyst Thesis...