Both businesses are ideally suited to support reliable dividend payments. There's no denying artificial intelligence (AI) stocks remain the market's hottest trade. But no portfolio should solely consist of AI stocks. Income-seeking investors, for instance, need interest-bearing bonds and dividend-paying stocks to provide reliable cash flow. And among the stocks that generate reliable income, energ...
Both businesses are ideally suited to support reliable dividend payments. There's no denying artificial intelligence (AI) stocks remain the market's hottest trade. But no portfolio should solely consist of AI stocks. Income-seeking investors, for instance, need interest-bearing bonds and dividend-paying stocks to provide reliable cash flow. And among the stocks that generate reliable income, energy and utilities names remain some of the best bets. To this end, here are five of the top dividend prospects from these two sectors right now. 1. Chevron Contrary to a common assumption, the world isn't abandoning crude oil. Indeed, Goldman Sachs believes the planet will continue using more and more of it all the way through 2040, and even then consumption of it will only gradually taper off after that. This is of course great news for oil giant Chevron (CVX +3.15%), which you can step into right now while its forward-looking dividend yield stands at just over 4%. That's based on a dividend, by the way, that's now been raised for 38 consecutive years. 2. Energy Transfer Drilling and refining crude is only part of the story, of course. Getting it from point A to point B is another part of the picture, and an important one. That's what Energy Transfer (ET 0.43%) does. The company owns over 140,000 miles of oil and natural gas pipelines that essentially serve as a toll road for the industry. This toll of course generates steady, recurring revenue regardless of the price of gas or oil at the time. Energy Transfer's stock currently yields 7.4%. 3. Brookfield Renewable Most renewable energy companies are ultimately growth investments. Not Brookfield Renewable (BEP +4.97%) though. This partnership owns several solar power projects, and even more wind power projects, with the ultimate intent of using them to generate dividend payments the way that more traditional utility companies do. Not only is its forward-looking yield of 5.1% one of the highest among comparable names, but the ...
If all goes according to plan Monday, NASA's launch team at Kennedy Space Center in Florida will load 755,000 gallons of super-cold propellants into the rocket built to send the Artemis II mission toward the Moon. The fuel loading is part of a simulated countdown for the Space Launch System rocket, a final opportunity for engineers to rehearse for the day NASA will send four astronauts on a nearly...
If all goes according to plan Monday, NASA's launch team at Kennedy Space Center in Florida will load 755,000 gallons of super-cold propellants into the rocket built to send the Artemis II mission toward the Moon. The fuel loading is part of a simulated countdown for the Space Launch System rocket, a final opportunity for engineers to rehearse for the day NASA will send four astronauts on a nearly 10-day voyage around the far side of the Moon and back to Earth. The Artemis II mission will send humans farther from Earth than ever before. The astronauts will be the first to launch on NASA's SLS rocket and the first people to travel to the vicinity of the Moon in more than 53 years. Charlie Blackwell-Thompson, NASA's launch director for the Artemis II mission, will supervise the practice countdown from a firing room inside the Launch Control Center a few miles away from the SLS rocket at Kennedy Space Center. In a recent briefing with reporters, she called the Wet Dress Rehearsal—"wet" refers to the loading of liquid propellants—the "best risk reduction test" for verifying all is ready to proceed into the real countdown. Read full article Comments
Rithm Capital ( RITM ) has announced a significant long-term minority equity ownership in Valon Technologies, a tech firm building an AI-native operating system for mortgage servicing, ValonOS. Rithm has been one of Valon’s earliest investors, supporting the company from its inception. Building on this long-term partnership, Newrez, a Rithm company, will deploy ValonOS to enhance servicing for hom...
Rithm Capital ( RITM ) has announced a significant long-term minority equity ownership in Valon Technologies, a tech firm building an AI-native operating system for mortgage servicing, ValonOS. Rithm has been one of Valon’s earliest investors, supporting the company from its inception. Building on this long-term partnership, Newrez, a Rithm company, will deploy ValonOS to enhance servicing for homeowners. Newrez will begin to transition to ValonOS in 2027. Source: Press Release More on Rithm Capital RITM.PR.F: An 8.75% Fixed-Rate Reset Preferred IPO From Rithm Capital Rithm Capital: Get Paid Rich Dividends While Waiting For A Valuation Upgrade If You Want mREIT Dividends, Rithm Capital Outshines AGNC Investment Rithm Capital announces pricing of public offering of preferred stock Rithm Capital launches public offering of Series F preferred stock
Nvidia CEO Jensen Huang has dramatically reset investor expectations around the company’s OpenAI investment, clarifying that the “$100 billion” figure was “never a commitment.” Speaking to reporters in Taipei on Sunday, Huang revealed the figure came from a letter of intent describing an invitation to invest “up to” that amount. He said that Nvidia will instead evaluate funding rounds “one step at...
Nvidia CEO Jensen Huang has dramatically reset investor expectations around the company’s OpenAI investment, clarifying that the “$100 billion” figure was “never a commitment.” Speaking to reporters in Taipei on Sunday, Huang revealed the figure came from a letter of intent describing an invitation to invest “up to” that amount. He said that Nvidia will instead evaluate funding rounds “one step at a time.” The reversal, signaled by WSJ reporting that the original September megadeal had stalled due to internal doubts, sent Nvidia stock (NVDA) into premarket losses. Nvidia stock: Market resets around smaller exposure Copy link to section Nvidia’s stock fell roughly 2% in early premarket trading on Monday, with shares trading near $188, down from its close of $192 on Friday. The modest but tangible decline reflects a recalibration of investor expectations around both capital exposure and demand visibility. The original September announcement, when Huang stood alongside Sam Altman to unveil 10 gigawatts of planned infrastructure, triggered a 4% stock pop. The phrasing matters, as investors had mentally priced in a massive, long-term revenue stream locked in via an eight-figure equity check. A $100 billion investment would have signaled a significant balance-sheet commitment and guaranteed GPU demand for a decade or more. By walking it back to “huge but not $100 billion,” Huang shifted the narrative from certainty to optionality. Instead of a binding capex anchor, it’s now a probability play, and Nvidia will likely participate in OpenAI’s current funding round at a fraction of the headline figure. Wall Street framing has grown more cautious. Morgan Stanley reiterated its “Overweight” rating with a $250 price target, while Bernstein maintained “Buy” at $275, though both are banking on Nvidia’s structural dominance in AI accelerators. The consensus message is that Nvidia’s chips will remain foundational to AI, but the OpenAI relationship is no longer a revenue moonshot. ...
Getty Images By James Smith, Developed Markets Economist, UK The Bank was cautious in December despite cutting rates The Bank of England is highly likely to keep rates on hold at this week's meeting (5 February), but will it open the door to earlier rate cuts? Judging by the Bank’s surprisingly hawkish December decision, we suspect not. While it cut rates, it hinted that the “cadence of rate cuts”...
Getty Images By James Smith, Developed Markets Economist, UK The Bank was cautious in December despite cutting rates The Bank of England is highly likely to keep rates on hold at this week's meeting (5 February), but will it open the door to earlier rate cuts? Judging by the Bank’s surprisingly hawkish December decision, we suspect not. While it cut rates, it hinted that the “cadence of rate cuts” could slow. And let’s face it, that wasn’t exactly fast in the first place. But interest rates are getting closer to neutral and as lots of central banks are telling us, that makes the decision to cut them further more balanced. And so long as inflation is above 3% (it was 3.4% in December), there’s a lingering worry among the hawks that this could spur a more prolonged bout of price pressure. The memories of the 2022 inflation spike are still fresh. Nothing has fundamentally changed since the last meeting. We’ve only had one round of data, where weak jobs numbers were counterbalanced by some better purchasing managers’ indices (PMIs). December’s inflation was a tad higher than expected, too. The Bank’s ‘Decision Maker Panel’ survey of corporates showed wage growth expectations at 3.7%, roughly unchanged from previous months. This survey came up multiple times in the last set of post-meeting minutes as a reason for caution. Wage growth expectations have levelled out recently There are good reasons to think the Bank's work isn't done yet That all leads us to expect a fairly comfortable 7-2 vote in favour of keeping rates on hold. Doves Alan Taylor and Swati Dhingra are vocally in favour of lower rates and will almost certainly vote for a cut. Dave Ramsden, also a known dove, might do the same, though his comments after the December meeting hinted at a pause. Yet there are good reasons to think the Bank’s work isn’t done yet. Hiring surveys are still getting worse, suggesting last year’s 1% drop in private sector employment will extend into 2026. The Bank’s criticism for so ...
Cocoa futures extended declines to their lowest level since November 2023 as top producers struggle to find enough buyers for their output. The most-active contract fell as much as 5.4% to trade below $4,000 before paring losses. Futures are down more than 30% this year on worries over demand destruction and the potential for a bigger-than-expected surplus. The rout is straining supply chains in I...
Cocoa futures extended declines to their lowest level since November 2023 as top producers struggle to find enough buyers for their output. The most-active contract fell as much as 5.4% to trade below $4,000 before paring losses. Futures are down more than 30% this year on worries over demand destruction and the potential for a bigger-than-expected surplus. The rout is straining supply chains in Ivory Coast and Ghana, where exporters and regulators are struggling to fulfill forward sales agreed at far higher levels. That is slowing purchases from farmers and leaving beans stuck in warehouses. The market expects regulators will need to offload accumulated supplies, while buyers remain on the sidelines amid weak demand. “Fundamentally, there is ongoing discussion about how much origin — whether planned or unplanned — still has to sell for the current season,” Hamburg-based trader Hanseatic Cocoa & Commodity Office wrote in a note. “Pessimistic consumption prospects continue to dominate the market.” Ivory Coast to Help Negotiate $500M Loan to Aid Cocoa Purchases Ghana Weighs Cutting Cocoa Farmers’ Pay After Futures Plunge (1) Cocoa Exporters Ask Ivory Coast for Aid to Keep Buying Beans (1) Cocoa futures fell 1.6% to $4,098 a ton in New York. London cocoa was down 1.2% Robusta coffee slid 1.1% in London
luza studios/E+ via Getty Images Allegro MicroSystems ( ALGM ) is at the early stages of a major growth cycle across its two market segments: automotive and industrial. With data center development expected to continue for the coming years with the growing interest in industrial robotics, I believe ALGM is well-positioned to realize consistent double-digit top-line growth for the coming years, dri...
luza studios/E+ via Getty Images Allegro MicroSystems ( ALGM ) is at the early stages of a major growth cycle across its two market segments: automotive and industrial. With data center development expected to continue for the coming years with the growing interest in industrial robotics, I believe ALGM is well-positioned to realize consistent double-digit top-line growth for the coming years, driving substantial earnings potential through improving operating leverage. Given the opportunity at hand, I am recommending ALGM shares with a Strong Buy rating with a price target of $47.62/share at 32.16x eFY27 EV/aEBITDA. Allegro MicroSystems Operations Corporate Filings ALGM realized substantial growth across both its automotive and industrial & other segments in q3’25, leading to 29% top-line growth in the quarter. The automotive market segment’s growth was driven by design wins for e-Mobility and ADAS. ADAS wins in the quarter included position sensors, motor drivers, and power steering systems. As for e-Mobility, ALGM gained share in sensor ICs, onboard charging systems, and high-voltage traction inverters. The industrial & other market segment was led by the data center market for fan driver ICs and high-speed current sensors for power applications. In addition to this, ALGM is expanding its data center offerings with isolated gate driver ICs for silicon carbide transistors for the data center power supply market. The data center market can be a major growth driver over the coming years for ALGM as the firm aims to develop more content for the server racks. Accordingly, management is expecting to grow the per-rack content from $150/rack to $425/rack. JLL reported that 100GW of new data center capacity will be added from 2026-2030, doubling the global capacity. A defining factor for the data center market may be the transition to 800 VDC power infrastructure to support 1MW server racks beginning in 2027, led by Nvidia ( NVDA ). The transition to higher power distribut...
"I've been sniffing and knocking on the door for a couple of majors since those decisions have been made, and those moments did validate that decision. "It's good to see people wanting to play where it motivates them to be their best." Rose finished 23 under at last week's Farmers Insurance Open, beating the tournament's previous best winning score of 22 under by Tiger Woods in 1999 and George Bur...
"I've been sniffing and knocking on the door for a couple of majors since those decisions have been made, and those moments did validate that decision. "It's good to see people wanting to play where it motivates them to be their best." Rose finished 23 under at last week's Farmers Insurance Open, beating the tournament's previous best winning score of 22 under by Tiger Woods in 1999 and George Burns in 1987. Rose also became the oldest player to secure a wire-to-wire finish on tour - leading in all four rounds - since Rocco Mediate in October 2010 aged 47. "I want to play in and among the best players in the world; that's what keeps me motivated, keeps me hungry, keeps me pushing," Rose continued. "It would have been easy to potentially do other things but none of that excited me and none of that gave me access to what I wanted to achieve. "I always felt my childhood self wouldn't feel very good about making that decision and giving up on those dreams." Last month, Patrick Reed announced he was leaving LIV Golf to make a return to the PGA Tour, following American compatriot Brooks Koepka in departing the series. Five-time major champion Koepka, 35, made his comeback at Torrey Pines under a new returning member programme. The also opened the door to the return of other major winners Jon Rahm, Bryson DeChambeau and Cameron Smith but all three pledged their commitment to LIV before the 2 February cut-off date to apply to get on the programme. Koepka agreed to make a $5m (£3.7m) charitable donation as part of his return, while 35-year-old Reed, who is planning to play on the DP World Tour this year, is eligible to begin competing on the PGA Tour in August, 2026 with a view to reinstating his membership for the 2027 season.
Software stocks continue to ride on a strong demand cycle, supported by steady digital transformation and the fast adoption of artificial intelligence (AI). AI, generative AI and now Agentic AI are moving from experimentation to real business use cases. At the same time, software-as-a-service models, cloud migration, hybrid work model and higher usage of online payment platforms remain durable gro...
Software stocks continue to ride on a strong demand cycle, supported by steady digital transformation and the fast adoption of artificial intelligence (AI). AI, generative AI and now Agentic AI are moving from experimentation to real business use cases. At the same time, software-as-a-service models, cloud migration, hybrid work model and higher usage of online payment platforms remain durable growth drivers. Against this backdrop, companies such as Snowflake SNOW, Match Group MTCH, Synopsys SNPS and Cloudflare NET appear well-positioned to deliver better-than-expected results this earnings season. What Is Favoring Software Stocks? The growing proliferation of AI-powered voice recognition, telemedicine, learning management, infrastructure monitoring and business spend management software is expected to have benefited industry players in the quarter under review. Enterprise workspace solutions, enterprise communication platforms and online education portals are likely to have continued contributing as well. The spike in the adoption of cloud-based services, the increasing proliferation of IoT and AR/VR devices and the accelerated deployment of 5G are expected to have aided the performance of software stocks this earnings season. Strong momentum across enterprise collaboration software, remote desktop tools, natural language processing and time tracking tools may have hugely favored the software industry this earnings season. Rising cyberattacks, including Distributed Denial of Service attacks and attacks using malware through Transport Layer Security and Secure Sockets Layer protocols, are redefining the cyber threat landscape. Enterprises are spending more on cloud-based security solutions. Moreover, the software-defined approach is increasingly getting preferred over legacy hardware-centric models due to the need for agility. The increasing customer-centric approach is allowing end-users to perform all required actions with minimal intervention from software provid...
PTC Inc. PTC is scheduled to report first-quarter fiscal 2026 results on Feb. 4, after market close. For the quarter, PTC anticipates revenues between $600 million and $660 million. Non-GAAP EPS is projected in the range of $1.26 to $1.82. The Zacks Consensus Estimate for revenues is pegged at $638.4 million, up 13% from the year-ago reported number. The consensus estimate for earnings is pinned a...
PTC Inc. PTC is scheduled to report first-quarter fiscal 2026 results on Feb. 4, after market close. For the quarter, PTC anticipates revenues between $600 million and $660 million. Non-GAAP EPS is projected in the range of $1.26 to $1.82. The Zacks Consensus Estimate for revenues is pegged at $638.4 million, up 13% from the year-ago reported number. The consensus estimate for earnings is pinned at $1.59 per share, up 44.6% from a year ago, unchanged in the past 30 days. The company’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters. It delivered a trailing four-quarter average earnings surprise of 34.6%. Zacks Investment Research Image Source: Zacks Investment Research In the past year, shares of PTC have lost 17.8% compared with the Zacks Computer – Software industry’s decline of 4.2%. Factors Shaping PTC’s Q1 Results PTC's core business segments, product lifecycle management (“PLM”) and computer-aided design (“CAD”) solutions, remain its primary revenue contributors and are likely to have positively influenced performance in the to-be-reported quarter. The company has been enhancing its focus on the Intelligent Product Lifecycle vision, centered on CAD, PLM, Application Lifecycle Management (“ALM”), Service Lifecycle Management (“SLM”), with increasing importance on SaaS and AI. The sale (expected to close in the first half of calendar 2026) of its Kepware and ThingWorx businesses to TPG is a part of this strategy. PTC’s go-to-market realignment is pivotal to its growth strategy. This initiative aims to strengthen the company’s ability to scale and better serve customers. On the last earnings call, management noted that demand capture remains “healthy” despite a tough macroeconomic backdrop. PTC further added that it entered the fiscal first quarter with a “stronger pipeline” than the start of fiscal 2025. It expects churn in fiscal 2026 to remain low, as customers need subscriptions to continue using PTC’s software to design, manu...
TLDR Oracle announces $45-50 billion fundraising initiative in 2026, equally split between debt and equity, to build cloud infrastructure for AI clients Cost to insure Oracle’s debt has surged from $40 to $153.90 per $10,000, matching financial crisis-era levels Oracle shares have plunged 36% in three months, dropping from over $300 to $164.58 Both S&P and Moody’s issued negative credit outlooks c...
TLDR Oracle announces $45-50 billion fundraising initiative in 2026, equally split between debt and equity, to build cloud infrastructure for AI clients Cost to insure Oracle’s debt has surged from $40 to $153.90 per $10,000, matching financial crisis-era levels Oracle shares have plunged 36% in three months, dropping from over $300 to $164.58 Both S&P and Moody’s issued negative credit outlooks citing cloud spending’s effect on cash flow Bondholders filed lawsuit in January alleging Oracle concealed its debt requirements for AI infrastructure expansion Oracle revealed plans to raise $45-50 billion during 2026 to expand its cloud computing capabilities. The company will split the massive fundraising equally between debt instruments and equity offerings. Oracle Corporation, ORCL The announcement comes as Oracle races to meet contracted demand from major technology players. Key customers include OpenAI, Meta Platforms, Nvidia, Advanced Micro Devices, TikTok, and xAI. Oracle already holds approximately $100 billion in long-term debt as of November. The additional borrowing arrives as market skepticism around AI infrastructure spending intensifies. Debt Insurance Costs Skyrocket The cost to protect against Oracle default has exploded in recent months. Five-year credit default swaps now cost $153.90 annually to insure $10,000 of debt. This marks a dramatic jump from roughly $40 at the end of July. Current levels haven’t been seen since the 2008-09 financial crisis. Oracle’s debt has essentially become a proxy for broader AI market confidence. Investors are increasingly nervous about the company’s growing dependence on unprofitable customers like OpenAI. Credit rating agencies are taking notice. Both S&P and Moody’s issued negative outlooks for Oracle in recent months. Their concerns center on how cloud infrastructure investments are squeezing free cash flow. Equity and Debt Mix Oracle plans to raise approximately half its 2026 funding through equity-related offerings. Th...
Futures Tumble As Plunging Metals And Bitcoin Spark Global Selloff, Margin Calls Stock futures slide extending Friday's rout, although are well off session lows, with aggressive unwinds across commodities and a crypto rout adding to the risk-off mood and sparking cross-asset margin calls. As of 8:00am ET, S&P 500 futures are down 0.4%, rebounding from a drop of as much as 1% earlier; Nasdaq future...
Futures Tumble As Plunging Metals And Bitcoin Spark Global Selloff, Margin Calls Stock futures slide extending Friday's rout, although are well off session lows, with aggressive unwinds across commodities and a crypto rout adding to the risk-off mood and sparking cross-asset margin calls. As of 8:00am ET, S&P 500 futures are down 0.4%, rebounding from a drop of as much as 1% earlier; Nasdaq futures drop 0.8%, also trimming the drop by half, and lag with focus on AI concerns a key theme for pre-market trading. European stocks were weaker in early trade but have since returned to a positive footing, Stoxx 600 is up 0.2% and just a few points away from its all-time-high. Asian stocks retreated for a second session as risk-off sentiment dominated markets, with high-flying technology names and shares linked to precious metals leading an early selloff in a data-heavy week. The biggest action is in metals, with gold and silver extending sharp declines, though big declines are seen here. Oil fell with other commodities, with easing US-Iran tensions also contributing. Bitcoin plunged to a 10-month low in Asia trading as Korean Kamikaze piled on the short side, before trimming losses. The US economic calendar includes January final S&P Global US manufacturing PMI (9:45am) and January ISM manufacturing (10am). Fed speaker slate includes only Bostic (12:30pm) In premarket trading, Magnificent Seven stocks were all lower (Tesla -1.9%, Nvidia -1%, Meta -0.9%, Alphabet -0.7%, Amazon -0.6%, Microsoft -0.6%, Apple -0.5%) US rare-earths stocks are rising as President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money to lower reliance on China.(MP +4%, USAR +7%) Cryptocurrency-exposed stocks fall after Bitcoin tumbled over the weekend. Decliners include Coinbase (COIN), which is down 3%. Coterra Energy Inc. (CTRA) and Devon Energy (DVN) are combining to create a US shale producer with an enterprise value of about $58 billion, one of t...
After playing Elphaba in Wicked, packing out a tent at Worthy Farm and returning to Les Misérables, the star is headlining the Palladium with songs that sum up her life Congratulations on your pregnancy. Have you been singing to your bump? Sort of inadvertently, because I’m back at Les Mis so by osmosis, she’s getting Boublil and Schönberg every night. I’m hoping she comes out waving a red flag an...
After playing Elphaba in Wicked, packing out a tent at Worthy Farm and returning to Les Misérables, the star is headlining the Palladium with songs that sum up her life Congratulations on your pregnancy. Have you been singing to your bump? Sort of inadvertently, because I’m back at Les Mis so by osmosis, she’s getting Boublil and Schönberg every night. I’m hoping she comes out waving a red flag and marching as soon as she walks. I haven’t sort of sat and sung to her, but I sing all the time and everything’s for her now. You’re performing your biggest solo concert to date, at the London Palladium. How do you put a set list together? It depends on whether you’re working for someone or for yourself. You have to do what other people want a lot of the time, which is totally fine – most of the stuff I’m asked to do is from my catalogue and I love it. Only one or two songs fill me with dread if I see them on a requests sheet. And to be honest, I always get to them and they’re fine anyway. But putting a show like this together is completely different because it’s about me and my life. The concert is based on ideas we had last year for my Glastonbury set where it was very much music to music, quick introductions, keep it moving. That was right for that gig but this time I am exploring what these songs mean and who I am now. I’m going to talk to the audience in a different way to how I have before. I’ve shied away from singing more than one song from the same show in the past. But I’m playing the London Palladium while carrying my daughter. And Jenna in Waitress goes through everything while carrying her child. I don’t want to pass up the opportunity to sing songs that really relate to what’s going on so there will definitely be more than one song from Waitress. Continue reading...
Jamie George will captain England in their Six Nations opener against Wales on Saturday with Maro Itoje named on the bench while Henry Arundell has been selected for a first start in three years. Itoje missed the start of England’s training camp in Girona to attend his mother’s funeral in Nigeria and Steve Borthwick has opted to name the second row among the replacements. Itoje has a remarkable re...
Jamie George will captain England in their Six Nations opener against Wales on Saturday with Maro Itoje named on the bench while Henry Arundell has been selected for a first start in three years. Itoje missed the start of England’s training camp in Girona to attend his mother’s funeral in Nigeria and Steve Borthwick has opted to name the second row among the replacements. Itoje has a remarkable record of appearing in every minute of England’s matches for the last six Six Nations campaigns but Alex Coles and Ollie Chessum assume second-row duties against Wales. George attended the Six Nations launch in Edinburgh last week in Itoje’s absence and will lead England on Saturday on his own for the first time since the autumn of 2024, having shared the role with George Ford on last summer’s tour of Argentina. The last time Itoje was named among the replacements was against Fiji last autumn when Ellis Genge took the responsibility. Genge has been named vice-captain along with Ford for Saturday’s fixture. It is understood that Itoje will assume the role as soon as he enters the field. England’s victory over Fiji also marked Arundell’s last appearance – an eye-catching cameo in which he scored a fine late try – and the 23-year-old comes on to the left wing for a first start since the 2023 World Cup bronze medal match. Tom Roebuck, who has been nursing a toe injury, is absent from the match-day 23. Arundell has a fine record of eight tries in 11 appearances and has been revitalised by a move to Bath this season after two trying years at Racing 92. For Johann van Graan’s side he has nine tries in 14 matches this season and, with Immanuel Feyi-Waboso lining up on the right wing, Borthwick has opted for raw pace against a Wales side likely to feature Louis Rees-Zammit. In the front row, Joe Heyes starts at tighthead prop, joining Genge and George in the front row while the back row is made up of Guy Pepper, Sam Underhill and Ben Earl, meaning Henry Pollock continues to wait for h...
Last Friday, the three most widely followed benchmark indexes closed a mixed week. The Dow Jones Industrial Average and the Nasdaq Composite receded 0.4% and 0.2%, respectively, while the S&P 500 managed a 0.3% gain. The market’s movement was driven by investors digesting President Trump’s nomination of Kevin Warsh to lead the Federal Reserve, which triggered concerns regarding future monetary pol...
Last Friday, the three most widely followed benchmark indexes closed a mixed week. The Dow Jones Industrial Average and the Nasdaq Composite receded 0.4% and 0.2%, respectively, while the S&P 500 managed a 0.3% gain. The market’s movement was driven by investors digesting President Trump’s nomination of Kevin Warsh to lead the Federal Reserve, which triggered concerns regarding future monetary policy, a stronger dollar and a massive sell-off in precious metals like silver and gold. Additionally, the tech sector faced pressure from poor earnings, with Microsoft and other heavyweights causing volatility, while higher-than-expected producer price data added to anxiety over persistent inflation. Regardless of market conditions, we, here at Zacks, provide investors with unbiased guidance on how to beat the market. As usual, Zacks Research guided investors over the past three months with its time-tested methodologies. Given the prevailing market uncertainty, you may want to look at our feats to prepare better for your next action. Here are some of our key achievements: Ekso Bionics and Five Below Surge Following Zacks Rank Upgrade Shares of Ekso Bionics Holdings, Inc. EKSO have gained 115.9% (versus the S&P 500’s 4.4% increase) since it was upgraded to a Zacks Rank #2 (Buy) on November 20. Another stock, Five Below, Inc. FIVE, which was upgraded to a #1 (Strong Buy) on December 5, has returned 13.8% since then. An equal-weight portfolio of Zacks Rank # 1 (Strong Buy) stocks outperformed the equal-weight S&P 500 index by 7 percentage points (+17.81% for the Zacks Rank #1 stocks vs. +10.85% for the index). This hypothetical equal-weight portfolio returned +22.4% in 2024 vs. +13.7% for the equal-weight S&P 500 index. Over the preceding 10-year period (2016 through 2025), this portfolio of qual-weight Zacks Rank #1 stocks has outperformed the equal-weight S&P 500 index by more than 7 percentage points (+18.55% vs. +11.65%). You can see the complete list of today’s Zacks Rank ...
Hailshadow/iStock via Getty Images Wave Life Sciences has regained all rights to alpha-1 antitrypsin deficiency (AATD) asset WVE-006 from GSK ( GSK ), with Wave saying it plans to pursue an accelerated approval pathway. Wave said the decision was made after the two companies agreed " that Wave is well placed to efficiently advance the WVE-006 program," according to a news release. The company adde...
Hailshadow/iStock via Getty Images Wave Life Sciences has regained all rights to alpha-1 antitrypsin deficiency (AATD) asset WVE-006 from GSK ( GSK ), with Wave saying it plans to pursue an accelerated approval pathway. Wave said the decision was made after the two companies agreed " that Wave is well placed to efficiently advance the WVE-006 program," according to a news release. The company added that it is now accelerating registration plans for the candidate. It will engage in discussions with the US FDA on a potential accelerated approval filing, with feedback from the agency expected mid-year. Wave noted that data from the multidose cohort of the RestorAATion-2 clinical trial is on schedule for a Q1 release. WVE-006 is considered a GalNAc-conjugated RNA editing oligonucleotide (AIMer). Wave said that there are no currently approved therapies that treat both lung and liver impacts of the disease. More on Wave Life Sciences Wave Life Sciences Ltd. (WVE) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Wave Life Sciences Ltd. (WVE) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Wave Life Sciences Ltd. (WVE) Discusses Positive Interim Data from INLIGHT Trial of WVE-007 for Obesity - Slideshow Wave Life Sciences prices upsized $350M stock offering Wave Life Sciences upgraded at RBC following data for obesity asset WVE-007
(Bloomberg) — Elon Musk is in advanced talks to combine SpaceX (SPAX.PVT) with xAI (XAAI.PVT), according to people familiar with the matter, underscoring how the billionaire’s vision for an artificial intelligence-powered world has grown too costly for any one of his entities to shoulder alone. Musk’s rocket and satellite group and his artificial intelligence firm have informed some of their inves...
(Bloomberg) — Elon Musk is in advanced talks to combine SpaceX (SPAX.PVT) with xAI (XAAI.PVT), according to people familiar with the matter, underscoring how the billionaire’s vision for an artificial intelligence-powered world has grown too costly for any one of his entities to shoulder alone. Musk’s rocket and satellite group and his artificial intelligence firm have informed some of their investors about the plans, the people said, asking not to be identified because the information is private. They may announce an agreement as soon as this week, some of the people said. Talks are ongoing and may drag on longer or fall apart, the people said. Most Read from Bloomberg Representatives for SpaceX and xAI didn’t respond to requests for comment outside regular business hours. A deal would combine two of some of the largest closely held companies in the world. xAI raised funds at a $200 billion valuation in September, while SpaceX was set to go ahead with a share sale in December at about an $800 billion valuation. The central catalyst for a merger is AI’s insatiable need for capital. The rate at which xAI has been burning through cash — around $1 billion a month — has compelled Musk to further blur corporate boundaries, pool capital and rethink whether his moonshots should stay separate. Among those who may help Musk run a merged empire is Gwynne Shotwell, the longtime president and chief operating officer of SpaceX. In October, Musk named Anthony Armstrong, a former Morgan Stanley executive, as chief financial officer of xAI. Armstrong holds the same role for X, and helped Musk complete his $44 billion acquisition of the social media platform, formerly known as Twitter. In combining his cash-burning AI startup and the more mature SpaceX, Musk may also be crystallizing his vision for launching data centers into space. SpaceX is requesting permission to put as many as one million satellites into the Earth’s orbit for the plan, according to a filing Friday. Reuters repo...
A candlelit vigil and Andrew Mountbatten-Windsor on horseback: photos of the day – Monday The Guardian’s picture editors select some of the most powerful photos from around the world Chubut, Argentina A forest fire burns in the mountains near the village of Epuyén. Photograph: Gonzalo Keogan/AFP/Getty Images
A candlelit vigil and Andrew Mountbatten-Windsor on horseback: photos of the day – Monday The Guardian’s picture editors select some of the most powerful photos from around the world Chubut, Argentina A forest fire burns in the mountains near the village of Epuyén. Photograph: Gonzalo Keogan/AFP/Getty Images
Investors were disappointed in the return on Microsoft's AI spending last quarter. The share price of Microsoft (MSFT 0.83%) cratered last week -- down 11% on Thursday, the largest one-day drop in the tech giant's stock since March 2020. Shares rebounded a tiny bit in the afternoon to end 10% down on the day. What's going on? And what should investors expect now? Expand NASDAQ : MSFT Microsoft Tod...
Investors were disappointed in the return on Microsoft's AI spending last quarter. The share price of Microsoft (MSFT 0.83%) cratered last week -- down 11% on Thursday, the largest one-day drop in the tech giant's stock since March 2020. Shares rebounded a tiny bit in the afternoon to end 10% down on the day. What's going on? And what should investors expect now? Expand NASDAQ : MSFT Microsoft Today's Change ( -0.83 %) $ -3.59 Current Price $ 429.91 Key Data Points Market Cap $3.2T Day's Range $ 426.46 - $ 439.53 52wk Range $ 344.79 - $ 555.45 Volume 11K Avg Vol 27M Gross Margin 68.59 % Dividend Yield 0.79 % Microsoft released results Thursday morning for its fiscal second quarter, ended Dec. 31, 2025. Based on the headline numbers, you would have expected a great reaction from Wall Street. Revenue of $81.3 billion in the quarter was up 17% from a year ago. Diluted earnings per share increased 60% to $5.16. Operating income grew 21% to $38.3 billion. Both sales and earnings figures exceeded consensus analyst expectations. Cloud revenue didn't match expectations But investors looked past those numbers and focused narrowly on the company's spending and cloud sales growth. Capital expenditures rose 66% from a year earlier, to a massive $37.5 billion, higher than analyst estimates of $36.2 billion. Meanwhile, revenue from the company's Azure cloud computing unit, which reflects artificial intelligence (AI) demand, grew 38%. That cloud revenue figure sounds impressive, but it barely met analyst expectations. Worse for the stock price, the growth rate of cloud revenue slowed from the previous quarter. And the outlook for sales growth in the current quarter is 37% to 38%, with Wall Street wanting even higher growth. Taken together, the growth in capital expenditures and the revenue from cloud computing painted a disappointing picture for investors. They expected a bigger payoff for all that investment. Thus, the plunge in the share price. The reaction to Microsoft's result...
Key Points Microsoft beat expectations on revenue and earnings. Cloud computing growth proved disappointing, however. Investors may also be wary of rising capital expenditures. 10 stocks we like better than Microsoft › The share price of Microsoft (NASDAQ: MSFT) cratered last week -- down 11% on Thursday, the largest one-day drop in the tech giant's stock since March 2020. Shares rebounded a tiny ...
Key Points Microsoft beat expectations on revenue and earnings. Cloud computing growth proved disappointing, however. Investors may also be wary of rising capital expenditures. 10 stocks we like better than Microsoft › The share price of Microsoft (NASDAQ: MSFT) cratered last week -- down 11% on Thursday, the largest one-day drop in the tech giant's stock since March 2020. Shares rebounded a tiny bit in the afternoon to end 10% down on the day. What's going on? And what should investors expect now? Microsoft released results Thursday morning for its fiscal second quarter, ended Dec. 31, 2025. Based on the headline numbers, you would have expected a great reaction from Wall Street. Revenue of $81.3 billion in the quarter was up 17% from a year ago. Diluted earnings per share increased 60% to $5.16. Operating income grew 21% to $38.3 billion. Both sales and earnings figures exceeded consensus analyst expectations. 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 » Cloud revenue didn't match expectations But investors looked past those numbers and focused narrowly on the company's spending and cloud sales growth. Capital expenditures rose 66% from a year earlier, to a massive $37.5 billion, higher than analyst estimates of $36.2 billion. Meanwhile, revenue from the company's Azure cloud computing unit, which reflects artificial intelligence (AI) demand, grew 38%. That cloud revenue figure sounds impressive, but it barely met analyst expectations. Worse for the stock price, the growth rate of cloud revenue slowed from the previous quarter. And the outlook for sales growth in the current quarter is 37% to 38%, with Wall Street wanting even higher growth. Taken together, the growth in capital expenditures and the revenue from cloud computing painted a disappointing picture for investors. They expected a bigger payoff for all that investment. Thus, the plunge in the share price. The reactio...
Nvidia's market projection indicates years of massive growth ahead. Artificial intelligence (AI) investing is still the best place to be if you're looking to maximize returns on your investment. While the jury is still out on whether generative AI will provide adequate returns on the massive amount of money being invested in the technology, there are several companies benefiting from the massive a...
Nvidia's market projection indicates years of massive growth ahead. Artificial intelligence (AI) investing is still the best place to be if you're looking to maximize returns on your investment. While the jury is still out on whether generative AI will provide adequate returns on the massive amount of money being invested in the technology, there are several companies benefiting from the massive artificial intelligence spending spree right now. The most popular example is Nvidia (NVDA 0.72%), and I still think it's the best AI investment available on the market. The company is pursuing an estimated $3 trillion market opportunity by 2030, and with its dominance, the stock likely is just getting started. Nvidia is at the heart of AI Nvidia makes graphics processing units (GPUs), the most popular computing units to deploy with AI workloads. Nvidia continuously innovates and is launching a new chip architecture that provides huge improvements over last year's model. Compared to Blackwell GPUs, next-gen Rubin GPUs require a fourth of the number to train an AI model, and a tenth of the number to provide inference. That's a huge advantage and will drive many to upgrade to the latest and greatest model from Nvidia. Nvidia is on a one-year product development cycle, so investors will also learn about its next-generation architecture sometime later this year. With each improved GPU launch will come greater capabilities and a bigger price tag. But if a client has to pay only double the cost to receive four to 10 times the performance, that's a win for everyone involved. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.72 %) $ -1.39 Current Price $ 191.12 Key Data Points Market Cap $4.6T Day's Range $ 189.47 - $ 194.49 52wk Range $ 86.62 - $ 212.19 Volume 121K Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % While a ton of GPUs have been deployed already, this is just scratching the surface of what's necessary to run an AI-first business and consumer world. This will requ...