A range of IT consulting firms were trending higher on Monday following reports that the White House said it would cut its reciprocal tariff on Indian imports to 18% from 25% following a call between Indian Prime Minister Narendra Modi and U.S. President Donald Trump. Accenture ( ACN ), which has significant operations in India, was up 1%. Infosys ( INFY ), a global provider of consulting, technol...
A range of IT consulting firms were trending higher on Monday following reports that the White House said it would cut its reciprocal tariff on Indian imports to 18% from 25% following a call between Indian Prime Minister Narendra Modi and U.S. President Donald Trump. Accenture ( ACN ), which has significant operations in India, was up 1%. Infosys ( INFY ), a global provider of consulting, technology, outsourcing, and next-generation digital services, had increased 4%. Infosys is headquartered in Bengaluru, India. Wipro Limited ( WIT ), another global IT company headquartered in India, had jumped 7% by early afternoon trading. Meanwhile, IBM ( IBM ) had edged up 3%. Apple ( AAPL ), which has been expanding its manufacturing presence in India, was up 2%. Retail and manufacturing stocks were also edging higher. As part of the agreement between the two countries, India committed to buying more American-made goods, Venezuelan oil, and to cease purchases of Russian oil, the latter of which is anticipated to help end the war in Ukraine. "(India) will likewise move forward to reduce their tariff and non-tariff barriers against the United States to ZERO," Trump posted on Truth Social. More on Accenture, Infosys and IBM Accenture: Principal Moats Remain Very Much Intact IBM: Limping Into 2026 Accenture: Why Business Quality Isn't Enough Insider trades: JNJ, Intel, IBM among notable names AI disrupts traditional software business, ‘AI is eating software’ – analyst
This article first appeared on GuruFocus. Exploring the Investment Strategies of John Hussman (Trades, Portfolio) in Q4 2025 John Hussman (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Dr. John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, ...
This article first appeared on GuruFocus. Exploring the Investment Strategies of John Hussman (Trades, Portfolio) in Q4 2025 John Hussman (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Dr. John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. He is also the president of the Hussman Investment Trust. Dr. Hussman manages the Hussman Strategic Growth Fund, which invests primarily in U.S. stocks, and the Hussman Strategic Total Return Fund, which invests primarily in U.S. Treasury and government agency securities. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. His academic research centers on market efficiency and information economics. Dr. Hussman holds a Ph.D. in economics from Stanford University (1992) and two degrees from Northwestern University: a Master's degree in education and social policy (1985) and a Bachelor's degree in economics (1983). Dr. Hussman looks at two dimensions of information to adjust his willingness to take risk. The first is valuation. Favorable valuation means that stock prices appear reasonable in view of the stream of earnings, dividends, revenues and cash flows expected in the future. The second dimension is the quality of market action. Market action considers the behavior of a wide range of securities and industry groups in an attempt to assess the economic outlook of investors and their willingness to accept market risk. These two dimensions of information make up four basic "Market Climates" associated with various combinations of valuation and market action. In the most favorable Market Climates, Dr. Hussman will typically hold an aggressive allocation to market risk, while in the least favorable Market Climates, he will typically at...
This article first appeared on GuruFocus. Exploring the Investment Strategies of John Hussman (Trades, Portfolio) in Q4 2025 John Hussman (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Dr. John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, ...
This article first appeared on GuruFocus. Exploring the Investment Strategies of John Hussman (Trades, Portfolio) in Q4 2025 John Hussman (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Dr. John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. He is also the president of the Hussman Investment Trust. Dr. Hussman manages the Hussman Strategic Growth Fund, which invests primarily in U.S. stocks, and the Hussman Strategic Total Return Fund, which invests primarily in U.S. Treasury and government agency securities. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. His academic research centers on market efficiency and information economics. Dr. Hussman holds a Ph.D. in economics from Stanford University (1992) and two degrees from Northwestern University: a Master's degree in education and social policy (1985) and a Bachelor's degree in economics (1983). Dr. Hussman looks at two dimensions of information to adjust his willingness to take risk. The first is valuation. Favorable valuation means that stock prices appear reasonable in view of the stream of earnings, dividends, revenues and cash flows expected in the future. The second dimension is the quality of market action. Market action considers the behavior of a wide range of securities and industry groups in an attempt to assess the economic outlook of investors and their willingness to accept market risk. These two dimensions of information make up four basic "Market Climates" associated with various combinations of valuation and market action. In the most favorable Market Climates, Dr. Hussman will typically hold an aggressive allocation to market risk, while in the least favorable Market Climates, he will typically at...
Imladris01/iStock Editorial via Getty Images Deutsche Bank upgraded ING Group ( ING ) shares to Buy from Hold in a Monday note, pointing to strong volume growth, structurally higher margins driven by portfolio repricing, and rising earnings estimates following above-consensus Q4 results. ING ( ING ) shares gained 3% in afternoon trading in the U.S., leaving it up 8.1% YTD and 86% Y/Y. Meanwhile, a...
Imladris01/iStock Editorial via Getty Images Deutsche Bank upgraded ING Group ( ING ) shares to Buy from Hold in a Monday note, pointing to strong volume growth, structurally higher margins driven by portfolio repricing, and rising earnings estimates following above-consensus Q4 results. ING ( ING ) shares gained 3% in afternoon trading in the U.S., leaving it up 8.1% YTD and 86% Y/Y. Meanwhile, analyst Benjamin Goy noted that the stock's discount to European banks recently widened to a new six-month high at -8%. The Dutch lender guided last week for higher volume growth of 5% for FY26. Goy believes that outlook "is well underpinned and the bank could overshoot modestly this year," driven by ING's ( ING ) "strong loan growth track record, Euro area growth already at +3%, the Dutch and Belgian markets growing well above the average, market share gains by ING's challenger banks and a Wholesale Bank operating in a large global market." Deutsche's Buy rating compares with the Quant system rate and the average Wall Street analyst rate, both at Hold, and the average Seeking Alpha analyst rating of Buy. More on ING Group ING Groep: Executing Well, But No Longer Undervalued (Rating Downgrade) ING Groep N.V. (ING) Q4 2025 Earnings Call Transcript ING Groep N.V. (ING) Q4 2025 Earnings Call Transcript ING Group GAAP EPS of €0.48, total income of €5.8B; gives strong outlook for 2026 and upgrades outlook for 2027 Seeking Alpha’s Quant Rating on ING Group
Bloomberg's Mandep Singh joins to discuss the biggest news in the tech sector on Bloomberg Intelligence. Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth. Elon Musk is in advanced talks to combine Space Exploration Technologi...
Bloomberg's Mandep Singh joins to discuss the biggest news in the tech sector on Bloomberg Intelligence. Oracle Corp. plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth. Elon Musk is in advanced talks to combine Space Exploration Technologies Corp. with xAI, according to people familiar with the matter, underscoring how the billionaire’s artificial intelligence ambitions have grown too costly for any one of his entities to shoulder alone. (Source: Bloomberg)
mohd izzuan/iStock via Getty Images Macro Commentary The US economy remains resilient. Growth continues to exceed expectations, but cracks are growing. Middle class consumers are beginning to spend less, lower end consumers have lowered their spending or taken on debt, while high end consumers continue to spend. The dollar weakened considerably over the course of 2025, boosting the competitiveness...
mohd izzuan/iStock via Getty Images Macro Commentary The US economy remains resilient. Growth continues to exceed expectations, but cracks are growing. Middle class consumers are beginning to spend less, lower end consumers have lowered their spending or taken on debt, while high end consumers continue to spend. The dollar weakened considerably over the course of 2025, boosting the competitiveness of US exports in foreign markets offset somewhat by the new global tariff regime. Due to the depreciation of the dollar, foreign investors’ returns (responsible for an estimated 18-20% of stock market ownership), were not meaningfully positive in 2025, and has caused foreign investors to more effortfully look away from US equities to other markets and to precious metals. The efficacy of AI expenditures started to be questioned during the fourth quarter and continues in January. Companies, like Microsoft, have and continue to spend aggressively to build cloud capacity, but the value of that spend is now considered in the context of the customer. Customers who are less likely to turn intent into cash have led to more uneven returns for the artificial intelligence infrastructure stocks. At the same time, the increasing competence of AI in performing some tasks has begun to impact the once high flying software as a service sector, creating at least temporary losers in what was once an all-winners environment. There is now gold to be found here, we think, while others have had their stretched valuations reset somewhat closer to reality. Labor markets are softening with layoff announcements reaching levels last seen in the pandemic. Wages are growing at slow rates. The latter is a welcome respite for labor intensive companies, like restaurants, that have experienced wage pressure since Covid, while inflation is a more complicated story. Inflation due to tariff increases have yet to reach the consumer, but studies suggest over 90% of those costs have been passed to the importer o...
Ares Capital ( ARCC ) shares fell 2.04% to $19.49 in the afternoon trade on Monday, extending losses for eight straight sessions. The business development company lost nearly 4.83% in the preceding seven sessions. ARCC closed 1.34% lower on Friday at $19.89. ARCC is down about 4.5% over the past month . Looking at Seeking Alpha's Quant Rating, ARCC has a Hold rating with a score of 3.06 out of 5. ...
Ares Capital ( ARCC ) shares fell 2.04% to $19.49 in the afternoon trade on Monday, extending losses for eight straight sessions. The business development company lost nearly 4.83% in the preceding seven sessions. ARCC closed 1.34% lower on Friday at $19.89. ARCC is down about 4.5% over the past month . Looking at Seeking Alpha's Quant Rating, ARCC has a Hold rating with a score of 3.06 out of 5. The company received an A in the prospect of valuation, while it got a D for momentum and an F for growth. However, Wall Street analysts and Seeking Alpha analysts are bullish, rating ARCC a Buy . Turning to the Wall Street community, 12 out of 14 analysts gave ARCC a Buy or above, and two analysts have given the stock a Hold recommendation. Seeking Alpha analyst Dmytro Lebid, rated ARCC a Buy , saying that Ares Capital is the BDC sector's gold standard. Lebid added that ARCC's highly diversified portfolio of 587 companies and lower non-accruals (1.0%) signal superior credit quality as well as its portfolio structure and credit policy provide greater resilience. Overall, the stock slipped nearly 15% in the past year, compared to around a 14.3% rise in the broader S&P 500 Index. More on Why Market Timing Feels Right - And Often Goes Wrong AI Capex At Unsustainable Levels Revvity, Inc. (RVTY) Q4 2025 Earnings Call Transcript January jobs report to be delayed by partial government shutdown Market Voices: U.S.-India trade deal, Iger on Disney, Devon-Coterra
This article first appeared on GuruFocus. Tesla Inc. (TSLA, Financials) got off to a good start in Denmark in 2026. According to data from Mobility Denmark, new car registrations grew 2.7% year-over-year in January, hitting 458 units.The slight rise is a bright spot in what has generally been a slow start for Tesla in Europe. Wider regional data suggest that performance is unequal. For example, gr...
This article first appeared on GuruFocus. Tesla Inc. (TSLA, Financials) got off to a good start in Denmark in 2026. According to data from Mobility Denmark, new car registrations grew 2.7% year-over-year in January, hitting 458 units.The slight rise is a bright spot in what has generally been a slow start for Tesla in Europe. Wider regional data suggest that performance is unequal. For example, growth in Nordic nations is partly offset by reduced demand in important markets like France and Norway.Tesla's gain in Denmark comes after a challenging year in 2025, when sales in Europe declined by 27% because Chinese manufacturers and local brands were making it harder to supply cars. The company's recent price changes and new variants of the Model 3 and Model Y are meant to help it get back some of its market share in a congested EV market.January is always a slow month for sales, but the numbers show that Tesla may be stabilizing in smaller European countries even as it tries to get things going again across the continent.
Today, OpenAI launched a macOS desktop app for Codex, its large language model-based coding tool that was previously used through a command line interface (CLI) on the web or inside an integrated development environment (IDE) via extensions. By launching a desktop app, OpenAI is catching up to Anthropic's popular Claude Code, which already offered a macOS version. Whether the desktop app makes sen...
Today, OpenAI launched a macOS desktop app for Codex, its large language model-based coding tool that was previously used through a command line interface (CLI) on the web or inside an integrated development environment (IDE) via extensions. By launching a desktop app, OpenAI is catching up to Anthropic's popular Claude Code, which already offered a macOS version. Whether the desktop app makes sense compared to the existing interfaces depends a little bit on who you are and how you intend to use it. The Codex macOS app aims to make it easier to manage multiple coding agents in tandem, sometimes with parallel tasks running over several hours—the company argues that neither the CLI nor the IDE extensions are ideal interfaces for that. Read full article Comments