SHENZHEN, China, Feb. 2, 2026 /PRNewswire/ -- Following a highly successful Kickstarter campaign and multiple industry honors, the world's first smart AI dual-tracking security camera is launching on Amazon. This milestone makes it easier than ever for consumers worldwide to experience Baseus' award‑winning innovation and its vision of "Built on Security, Elevated by Intelligence, Made for Everyda...
SHENZHEN, China, Feb. 2, 2026 /PRNewswire/ -- Following a highly successful Kickstarter campaign and multiple industry honors, the world's first smart AI dual-tracking security camera is launching on Amazon. This milestone makes it easier than ever for consumers worldwide to experience Baseus' award‑winning innovation and its vision of "Built on Security, Elevated by Intelligence, Made for Everyday Life" through the Baseus X1 Pro. The X1 Pro has demonstrated strong market and industry validation, securing support from more than 2800 backers and raising USD 821,826 on Kickstarter. It subsequently received the Honoree Award in the Smart Home category at IFA 2025 and the Netzwelt Innovation Award at CES 2026, alongside dozens of accolades from leading technology media, underscoring its leadership in next‑generation home security. See more, worry less The X1 Pro has been widely recognized for its advanced industrial design and intelligent feature set. Dual independent 3K cameras deliver a 300° maximum viewing angle, enabling effective coverage of two yards simultaneously. Working in tandem, the two AI‑driven cameras seamlessly hand off tracking between each other and can follow two objects at the same time. Each camera offers 3K clarity with an 8 m detection range, 8x digital zoom, and 100 lm spotlights for clear, detailed monitoring day and night. Say goodbye to false alarms AI‑powered detection accurately identifies faces, people, vehicles, and pets, sending alerts only for relevant and suspicious activity when notifications are enabled. This significantly reduces false alarms caused by minor movements such as wind or passing shadows, providing users with a calmer, more trustworthy security experience. For events that matter, the X1 Pro streamlines review and management: built‑in AI tags automatically categorize each recorded clip into a searchable timeline, allowing users to enter a keyword and instantly locate the incident they need. Always on guard, low maintenance...
Advanced Micro Devices, Inc. AMD has surged 107.1% over the past year and easily outpaced rival NVIDIA Corporation’s NVDA gains of 63.8%. With both companies competing in the chip market, investors are left asking: can AMD continue its winning streak, and is it a good time to buy the stock? Zacks Investment Research Image Source: Zacks Investment Research Let’s find out – AMD: The AI Challenger Re...
Advanced Micro Devices, Inc. AMD has surged 107.1% over the past year and easily outpaced rival NVIDIA Corporation’s NVDA gains of 63.8%. With both companies competing in the chip market, investors are left asking: can AMD continue its winning streak, and is it a good time to buy the stock? Zacks Investment Research Image Source: Zacks Investment Research Let’s find out – AMD: The AI Challenger Ready to Outgrow NVIDIA AMD may not match NVIDIA in market capitalization anytime soon, but its strong growth prospects give it plenty of room to catch up and possibly outpace NVIDIA in growth. Although AMD entered the artificial intelligence (AI) market later than its larger peers, it has rapidly closed the gap by offering advanced, competitively priced products relative to NVIDIA’s offerings. When soaring demand made NVIDIA’s Blackwell chips pricey, several customers, including OpenAI, began adopting AMD’s Instinct AI accelerators as an alternative to fulfill their needs. AMD’s chips are increasingly seen as a viable alternative to NVIDIA’s, with major industry players like International Business Machines Corporation IBM using them to advance their quantum computing initiatives. Several other companies are also increasing their faith in AMD’s products, with Oracle Corporation ORCL and AMD launching the first AI supercluster with 50,000 AMD graphics on Oracle Cloud Infrastructure. Similarly, Cisco Systems, Inc. CSCO and AMD are expanding AI cluster deployments with G42 in the UAE. Although AMD’s ROCm software hasn’t reached the popularity of NVIDIA’s CUDA, a recent spike in downloads reaffirms that AMD’s chips are emerging as viable alternatives, poised for growth. Additionally, AMD’s smaller market size compared to NVIDIA gives it ample room to capture growth in the rapidly expanding AI market. So, by securing a few new customers, as it has been doing, AMD’s growth rate can outpace NVIDIA’s by a wide margin. Unlike NVIDIA, AMD’s business is better insulated from a possible ...
Advanced Micro Devices, Inc. AMD has surged 107.1% over the past year and easily outpaced rival NVIDIA Corporation’s NVDA gains of 63.8%. With both companies competing in the chip market, investors are left asking: can AMD continue its winning streak, and is it a good time to buy the stock? Zacks Investment Research Image Source: Zacks Investment Research Let’s find out – AMD: The AI Challenger Re...
Advanced Micro Devices, Inc. AMD has surged 107.1% over the past year and easily outpaced rival NVIDIA Corporation’s NVDA gains of 63.8%. With both companies competing in the chip market, investors are left asking: can AMD continue its winning streak, and is it a good time to buy the stock? Zacks Investment Research Image Source: Zacks Investment Research Let’s find out – AMD: The AI Challenger Ready to Outgrow NVIDIA AMD may not match NVIDIA in market capitalization anytime soon, but its strong growth prospects give it plenty of room to catch up and possibly outpace NVIDIA in growth. Although AMD entered the artificial intelligence (AI) market later than its larger peers, it has rapidly closed the gap by offering advanced, competitively priced products relative to NVIDIA’s offerings. When soaring demand made NVIDIA’s Blackwell chips pricey, several customers, including OpenAI, began adopting AMD’s Instinct AI accelerators as an alternative to fulfill their needs. AMD’s chips are increasingly seen as a viable alternative to NVIDIA’s, with major industry players like International Business Machines Corporation IBM using them to advance their quantum computing initiatives. Several other companies are also increasing their faith in AMD’s products, with Oracle Corporation ORCL and AMD launching the first AI supercluster with 50,000 AMD graphics on Oracle Cloud Infrastructure. Similarly, Cisco Systems, Inc. CSCO and AMD are expanding AI cluster deployments with G42 in the UAE. Although AMD’s ROCm software hasn’t reached the popularity of NVIDIA’s CUDA, a recent spike in downloads reaffirms that AMD’s chips are emerging as viable alternatives, poised for growth. Additionally, AMD’s smaller market size compared to NVIDIA gives it ample room to capture growth in the rapidly expanding AI market. So, by securing a few new customers, as it has been doing, AMD’s growth rate can outpace NVIDIA’s by a wide margin. Unlike NVIDIA, AMD’s business is better insulated from a possible ...
grandriver/E+ via Getty Images Liberty Energy ( LBRT ) +5.8% in Monday's trading as Piper Sandler upgraded the provider of hydraulic fracturing services and related technologies to Overweight from Neutral with a $32 price target, hiked from $17, even after the stock has doubled during the past six months. Piper analyst Derek Podhaizer said he sees "a coming catalyst path" for Liberty ( LBRT ), inc...
grandriver/E+ via Getty Images Liberty Energy ( LBRT ) +5.8% in Monday's trading as Piper Sandler upgraded the provider of hydraulic fracturing services and related technologies to Overweight from Neutral with a $32 price target, hiked from $17, even after the stock has doubled during the past six months. Piper analyst Derek Podhaizer said he sees "a coming catalyst path" for Liberty ( LBRT ), including further details on the company's current agreements such as ESA terms and project financing, additional data center announcements, and possible upward earnings revisions in 2026 related to its oilfield services business considering the possible bottoming of the U.S. Land business and management's previous guidance for 2026 EBITDA to decline Y/Y. Liberty's ( LBRT ) power business has "moved beyond ambition, proving a tangible solution demonstrating commerciality with two recent agreements, both with data center developers for up to 1.3 GW, resulting in management to up its capacity target to 3 GW from 1 GW," Podhaizer wrote. Last week , Liberty ( LBRT ) reported Q4 adjusted earnings and revenues that exceeded analyst estimates. More on Liberty Energy Liberty Energy: The Pivot To A Power Company Is Cash Negative In The Near Term Liberty Energy: Making A Decisive Shift Away From Oil And Toward Power Generation Seeking Alpha’s Quant Rating on Liberty Energy
Disney (NYSE: DIS) stock fell on Monday after the company reported earnings, but the results weren't as weak as they may have appeared. Parks and experiences are booming, and the movie business is starting to gain momentum with streaming revenue and operating income up again. What investors are overlooking is just how much momentum the streaming business has, and if operating margins pick up in th...
Disney (NYSE: DIS) stock fell on Monday after the company reported earnings, but the results weren't as weak as they may have appeared. Parks and experiences are booming, and the movie business is starting to gain momentum with streaming revenue and operating income up again. What investors are overlooking is just how much momentum the streaming business has, and if operating margins pick up in the coming years, this could be a profit machine. Here's a look at the results and why Disney stock is a great buy today. 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 » *Stock prices used were end-of-day prices of January 2, 2026. The video was published on January, 2026. Should you buy stock in Walt Disney right now? Before you buy stock in Walt Disney, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Walt Disney wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $450,256!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,171,666!* Now, it’s worth noting Stock Advisor’s total average return is 942% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 2, 2026. Travis Hoium has positions in Walt Disney. The Motley Fool has positions in and recommends Netflix and Walt Disney. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you cho...
Traders are embracing newly launched options that make it easier to place short-term bets on mega-cap technology stocks. In late January, US options exchanges started listing new contracts that straddle the difference between daily and weekly options offerings on the Magnificent 7 stocks, a group that includes Nvidia Corp. , Amazon.com Inc. , Apple Inc. , and Tesla Inc. The options expire on every...
Traders are embracing newly launched options that make it easier to place short-term bets on mega-cap technology stocks. In late January, US options exchanges started listing new contracts that straddle the difference between daily and weekly options offerings on the Magnificent 7 stocks, a group that includes Nvidia Corp. , Amazon.com Inc. , Apple Inc. , and Tesla Inc. The options expire on every Monday and Wednesday, as part of a Nasdaq Inc. -led effort to give traders more tools to hedge or speculate on moves in stocks. They’re listed two weeks before the expiration date. On Monday, the most-active options in Nvidia, and rest of the Mag 7 cohort, were zero-day options — contracts set to expire at the end of the session. Their popularity underscores the thirst among investors for short-term tools to wager on, or against, the largest members of the S&P 500 Index. Since their introduction in 2022 daily options have become massively popular among institutional and retail investors alike, the new contracts mirror those traded on major indexes and related ETFs. The exchanges are looking to replicate the popularity of existing short-term products. Zero-day contracts grew to 14 million lots a day in 2025, up from 10 million in the prior year, according to data from Cboe Global Markets Inc. Those contracts were first introduced on Mondays and Wednesdays, followed by Tuesdays and Thursdays to fill in the gaps. “0DTE trading is quite explosive in its growth,” David Barrett, head of product for US options at Nasdaq, said in an interview. “This is in fact a desire and preference of the customer and we feel that it is prudent to be responsive to those demands.” Positions in the new options have grown the fastest in Nvidia, with Feb. 2 open interest standing at over 74,000 contracts as of Friday. Options on Broadcom Inc. and the iShares Bitcoin Trust ETF , or IBIT, have also been listed, alongside the tech giants. Nasdaq was the first exchange to apply to the US Securities and ...
winhorse/iStock Unreleased via Getty Images Lululemon athletica ( LULU ) caught a modest bid on the back of an endorsement from Michael Burry, who called the stock a “tempting” candidate for a founder-led or private equity acquisition. Burry added “a bit” to his current holdings of lululemon ( LULU ), though he did not mention how much of the stock he recently acquired. He initiated a 50K share po...
winhorse/iStock Unreleased via Getty Images Lululemon athletica ( LULU ) caught a modest bid on the back of an endorsement from Michael Burry, who called the stock a “tempting” candidate for a founder-led or private equity acquisition. Burry added “a bit” to his current holdings of lululemon ( LULU ), though he did not mention how much of the stock he recently acquired. He initiated a 50K share position in lululemon ( LULU ) in Q2 2025 through Scion Management, then doubled the stake to 100K shares in Q3, raising its portfolio weight to ~2%. Burry has established a reputation for investing in unpopular companies and utilizing a barbell strategy by building large short positions in high-valuation stocks while holding concentrated positions in “overlooked” and cash-rich companies. At the end of the third quarter, lululemon ( LULU ) held $1B in cash and cash equivalents with the capacity to borrow another $593M under its revolving credit facility. Additionally, between the end of Q2 and Q3, shares had lost another 42% in value. Shares are up 3% on Monday. More on Lululemon lululemon: Beware Of Turnaround Investing In Retail lululemon athletica: The Market Is Discounting A 2026 Recovery Too Early lululemon: Avoid Jumping The Gun (Rating Upgrade) SA analyst upgrades/downgrades: AMD, ACN, LULU, NFLX Déjà Vu at lululemon as Get Low yoga pants pulled over quality concerns
Apple (AAPL) shares currently trade at $263, but bullish investment experts suggest the recent Q1 2026 earnings could help the stock pop to $300. The company’s first-quarter earnings on Thursday beat Wall Street’s expectations on the top and bottom lines, on strong iPhone sales. Indeed, Apple’s iPhone revenue topped out at an all-time record of $85.3 billion in the quarter, well ahead of the $78.3...
Apple (AAPL) shares currently trade at $263, but bullish investment experts suggest the recent Q1 2026 earnings could help the stock pop to $300. The company’s first-quarter earnings on Thursday beat Wall Street’s expectations on the top and bottom lines, on strong iPhone sales. Indeed, Apple’s iPhone revenue topped out at an all-time record of $85.3 billion in the quarter, well ahead of the $78.3 billion analysts were anticipating. The company recorded iPhone sales of $69.1 billion in the same quarter last year. The stock experienced a slight pullback after the earnings report, as CEO Tim Cook said the global memory crunch will hit the company’s margins in the future. Fortunately, to open the week, AAPL stock is back up nearly 3%. Long-term, analysts are looking for AAPL shares to eventually break the $270 resistance and hit an ATH of $300. That consensus forecast can be seen across Wall Street firms, driven by Apple’s AI development/investment and a surge in sales worldwide. Wedbush and Tigress Financial are optimistic, with price targets of $350 and $305, respectively, indicating growth potential. At press time, AAPL sits at $256. Apple Inc. (AAPL) aims to implement AI features using Google’s Gemini, a move that analysts believe improves iPhone positioning without requiring significant investment. Greater China sales are projected to expand roughly 15%, and services revenue is forecast to grow 14.1%. Investors will be watching how the firm handles growing expenses due to the worldwide memory chip shortage. Should it handle that well, Apple (AAPL) stock could see a healthy climb to even further highs in 2026 than in 2025.
Key Points Nvidia sits at the middle of a massive technological revolution. Nvidia's growth is reaccelerating. 10 stocks we like better than Nvidia › Finding steals in the stock market isn't easy, but they are available. Sometimes, they're right under your nose! I think one of the biggest steals in the market today is hidden in plain sight: Nvidia (NASDAQ: NVDA). Nvidia is the world's largest comp...
Key Points Nvidia sits at the middle of a massive technological revolution. Nvidia's growth is reaccelerating. 10 stocks we like better than Nvidia › Finding steals in the stock market isn't easy, but they are available. Sometimes, they're right under your nose! I think one of the biggest steals in the market today is hidden in plain sight: Nvidia (NASDAQ: NVDA). Nvidia is the world's largest company by market cap, so how is it a steal? 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 » It all comes down to the growth Nvidia expects in 2026 and beyond, and if the market priced that growth into the stock, it would be trading for much more than it actually is. Nvidia is capitalizing on massive AI growth Nvidia makes graphics processing units (GPUs), which were originally developed to process gaming graphics. These computing units can process multiple calculations in parallel, making them ideal for tasks that require serious computing power. GPUs have been tasked with engineering simulations, drug discovery work, cryptocurrency mining, and other workloads, but ultimately, their largest use case yet is artificial intelligence. Nvidia's GPUs, in particular, are most in demand due to their full technology stack. Nvidia offers a turnkey solution to get your supercomputer up and running, and this has allowed Nvidia to grow at an unbelievable pace since 2023. While that chart may indicate that Nvidia's growth is slowing, it's hard to say that 63% year-over-year growth merits a "slowdown" label. Furthermore, its growth is starting to tick back up. For Q4, Wall Street analysts expect 67% revenue growth. For fiscal year 2027 (ending January 2027), they expect 52% growth. The reality is, Nvidia isn't done growing, and the stock is primed for more upside throughout 2026. Right now, Nvidia trades for 24.6 times FY 2027 earnings estimates. Compared to other big tec...
How can the largest company in the world be a steal at today's prices? Finding steals in the stock market isn't easy, but they are available. Sometimes, they're right under your nose! I think one of the biggest steals in the market today is hidden in plain sight: Nvidia (NVDA 2.08%). Nvidia is the world's largest company by market cap, so how is it a steal? It all comes down to the growth Nvidia e...
How can the largest company in the world be a steal at today's prices? Finding steals in the stock market isn't easy, but they are available. Sometimes, they're right under your nose! I think one of the biggest steals in the market today is hidden in plain sight: Nvidia (NVDA 2.08%). Nvidia is the world's largest company by market cap, so how is it a steal? It all comes down to the growth Nvidia expects in 2026 and beyond, and if the market priced that growth into the stock, it would be trading for much more than it actually is. Nvidia is capitalizing on massive AI growth Nvidia makes graphics processing units (GPUs), which were originally developed to process gaming graphics. These computing units can process multiple calculations in parallel, making them ideal for tasks that require serious computing power. GPUs have been tasked with engineering simulations, drug discovery work, cryptocurrency mining, and other workloads, but ultimately, their largest use case yet is artificial intelligence. Nvidia's GPUs, in particular, are most in demand due to their full technology stack. Nvidia offers a turnkey solution to get your supercomputer up and running, and this has allowed Nvidia to grow at an unbelievable pace since 2023. While that chart may indicate that Nvidia's growth is slowing, it's hard to say that 63% year-over-year growth merits a "slowdown" label. Furthermore, its growth is starting to tick back up. For Q4, Wall Street analysts expect 67% revenue growth. For fiscal year 2027 (ending January 2027), they expect 52% growth. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.08 %) $ -3.98 Current Price $ 187.15 Key Data Points Market Cap $4.6T Day's Range $ 186.43 - $ 190.29 52wk Range $ 86.62 - $ 212.19 Volume 4M Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % The reality is, Nvidia isn't done growing, and the stock is primed for more upside throughout 2026. Right now, Nvidia trades for 24.6 times FY 2027 earnings estimates. Compared to other big tech sto...
This article first appeared on GuruFocus. Elon Musk is in advanced talks to combine SpaceX with xAI, according to people familiar with the discussions, a move that could reflect how the cost of pursuing artificial intelligence at scale is stretching the limits of any single Musk-controlled company. The two companies have informed some investors about the potential transaction, with people close to...
This article first appeared on GuruFocus. Elon Musk is in advanced talks to combine SpaceX with xAI, according to people familiar with the discussions, a move that could reflect how the cost of pursuing artificial intelligence at scale is stretching the limits of any single Musk-controlled company. The two companies have informed some investors about the potential transaction, with people close to the matter saying an agreement could be announced as soon as this week, though negotiations are ongoing and could still take longer or fall apart. Representatives for SpaceX and xAI did not respond to requests for comment, underscoring the private and unfinished nature of the talks. The financial backdrop appears central to the rationale. xAI raised funding at a $200 billion valuation in September and has been burning roughly $1 billion per month, while SpaceX was preparing to proceed with a share sale in December at a valuation of about $800 billion. By pairing a capital-intensive AI startup with a more mature aerospace and satellite business, Musk may be looking to pool resources and blur corporate boundaries as his long-term technology ambitions become increasingly expensive to pursue. Operationally, a merged structure could also reshape leadership and strategy. Gwynne Shotwell, SpaceX's longtime president and chief operating officer, is seen as one possible figure to help run a combined organization, while Anthony Armstrong, named CFO of xAI in October, already serves the same role at X and previously helped execute Musk's $44 billion acquisition of the social media platform. The talks come as SpaceX has filed for permission to deploy as many as one million satellites, a plan tied to Musk's vision of space-based data centers, and as Bloomberg has reported that SpaceX has also discussed the feasibility of a tie-up with Tesla (NASDAQ:TSLA), even while it looks toward a potential initial public offering that could value the company at about $1.5 trillion.
Federal immigration agents are using facial recognition technology that draws from US government biometric databases containing more than 1.2 billion face images, according to federal records reviewed by Bloomberg News. The vast repository is maintained by the Department of Homeland Security, with agents from Immigration and Customs Enforcement, or ICE, and other DHS units pulling images while det...
Federal immigration agents are using facial recognition technology that draws from US government biometric databases containing more than 1.2 billion face images, according to federal records reviewed by Bloomberg News. The vast repository is maintained by the Department of Homeland Security, with agents from Immigration and Customs Enforcement, or ICE, and other DHS units pulling images while detaining suspected undocumented immigrants and American protesters. DHS personnel use an app called Mobile Fortify, which draws facial recognition and fingerprint data from multiple government databases, according to DHS records. Across the country, federal agents are using Mobile Fortify’s facial recognition technology on citizens and noncitizens alike during arrests, and in confrontations with protesters where no one is arrested. The agency’s use of facial recognition and other surveillance technologies has come under increasing scrutiny after agents fatally shot two demonstrators in Minneapolis and have been accused of rogue methods against scores of others. The number of images in DHS databases hasn’t been previously reported. The app has been used more than 100,000 times since its launch in June 2025, according to a lawsuit brought by the state of Illinois and the city of Chicago earlier this month against DHS. The department retains photos and fingerprint scans for 15 years, and uses that data to track and identify immigrants, American citizens and protesters, according to the Illinois lawsuit. Neither DHS nor ICE immediately responded to requests for comment. The facial recognition searches tap into DHS’s two primary biometric databases: Homeland Advanced Recognition Technology, or HART, and Automated Biometric Identification System, or IDENT, according to DHS’s Office of Biometric Identity Management. HART held biometric data on 270 million individuals when it launched in 2023, according to DHS budget documents reviewed by Bloomberg News, a number that is expected to ...
This article first appeared on GuruFocus. Credit markets are quietly becoming the financial backbone of the artificial intelligence build-out, as estimates from Morgan Stanley and Moody's Ratings suggest at least $3 trillion of capital spending will be needed for data centers and related infrastructure in the coming years, with JPMorgan (NYSE:JPM) projecting more than $5 trillion once power genera...
This article first appeared on GuruFocus. Credit markets are quietly becoming the financial backbone of the artificial intelligence build-out, as estimates from Morgan Stanley and Moody's Ratings suggest at least $3 trillion of capital spending will be needed for data centers and related infrastructure in the coming years, with JPMorgan (NYSE:JPM) projecting more than $5 trillion once power generation is included. Even the largest technology companies, including Amazon, Microsoft and Meta Platforms, do not appear positioned to fund that scale of investment using internal cash alone, pushing borrowers toward a broad mix of debt markets. Bank of America estimates AI-related companies raised at least $200 billion through debt last year, likely an undercount given the volume of private deals, with issuance expected to climb into the hundreds of billions of dollars in 2026, a trend that could gradually influence borrowing costs across the wider corporate market. This funding wave is unfolding as equity portfolios are already heavily tilted toward AI-linked stocks, with the Magnificent 7 which include Alphabet (NASDAQ:GOOG), Apple (NASDAQ:AAPL), Nvidia (NASDAQ:NVDA) and Tesla (NASDAQ:TSLA) accounting for about a third of the S&P 500's value, making diversification increasingly difficult. JPMorgan credit strategists note that bond portfolios, which historically moved more closely with interest rates and bank performance, could now become more correlated with the operating fortunes of large technology companies as AI debt issuance expands. Morgan Stanley expects $250 billion to $300 billion of debt issuance in 2026 from hyperscalers and related joint ventures alone, while off-balance-sheet project finance structures backed by long-term leases are emerging as a key mechanism to fund massive data-center projects without overwhelming corporate balance sheets. Still, the breadth and complexity of this lending boom is introducing risks that investors are beginning to scrutinize ...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) began the new year under renewed pressure in Europe, as fresh registration data pointed to a sharp pullback in several of the region's most important electric-vehicle markets. In France, January sales fell 42% year over year to 661 vehicles, marking the lowest monthly total in more than three years, according to industry data from the P...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) began the new year under renewed pressure in Europe, as fresh registration data pointed to a sharp pullback in several of the region's most important electric-vehicle markets. In France, January sales fell 42% year over year to 661 vehicles, marking the lowest monthly total in more than three years, according to industry data from the Plateforme Automobile. The slowdown extended to Norway, where Tesla registrations dropped 88% in January, a notable reversal for a market that had supported the brand's European performance last year. The weak start follows a challenging 2025 across the continent, when Tesla's European sales declined 27% even as overall battery-electric vehicle registrations rose 30%, based on data from the European Automobile Manufacturers' Association. Demand softness has spread across much of Europe, possibly reflecting a mix of political backlash tied to Elon Musk's role in the Trump administration and his support for right-wing figures in markets such as Germany and the UK. At the same time, Tesla is facing intensifying competition from established automakers including Volkswagen and Stellantis, alongside growing pressure from Chinese manufacturers such as BYD (BYDDF) France, which ranked as Europe's third-largest EV market last year behind Germany and the UK, highlighted the extent of the shift in January, with Tesla selling fewer vehicles than Volkswagen's Cupra brand or Stellantis' Jeep. Norway had stood out in 2025, when Tesla registrations rose 41% as buyers accelerated purchases ahead of a policy change, but that support faded after the government tightened value-added tax exemption rules. The policy shift contributed to a 76% drop in total industry sales in January, suggesting Tesla's near-term European performance could remain sensitive to policy adjustments, competitive dynamics, and shifting consumer sentiment.
This article first appeared on GuruFocus. Waymo, the autonomous driving unit of Alphabet (NASDAQ:GOOG), is preparing a major financing round that could raise about $16 billion and value the business at nearly $110 billion, according to people familiar with the discussions. Alphabet is expected to contribute roughly $13 billion of the funding, with the remainder coming from outside investors includ...
This article first appeared on GuruFocus. Waymo, the autonomous driving unit of Alphabet (NASDAQ:GOOG), is preparing a major financing round that could raise about $16 billion and value the business at nearly $110 billion, according to people familiar with the discussions. Alphabet is expected to contribute roughly $13 billion of the funding, with the remainder coming from outside investors including Sequoia Capital, DST Global, Dragoneer Investment Group, and Mubadala Capital. The round could close as soon as February, following an October 2024 funding that valued Waymo at more than $45 billion and was led by Alphabet, which also owns Google. Waymo currently operates fully autonomous ride-hailing services without a human safety monitor and charges fares in around half a dozen US cities, including the San Francisco Bay Area and Los Angeles, as well as rides booked through Uber's app in Austin and Atlanta. The company said it has completed more than 20 million trips and remains focused on safety-led operational execution and technological leadership as it looks to meet what it describes as strong demand for autonomous mobility. Waymo plans to expand its commercial service aggressively this year to additional US cities and possibly into the UK. The fundraising effort comes as competition in autonomous ride-hailing continues to intensify. Tesla (NASDAQ:TSLA) is planning its own robotaxi service and has limited autonomous operations without a safety monitor in Austin, while Amazon's (NASDAQ:AMZN) Zoox operates a purpose-built robotaxi without driver controls on the Las Vegas Strip and is testing in other areas near San Francisco. Bloomberg reported in December that Waymo was seeking to raise around $15 billion at a valuation above $100 billion, suggesting investor interest could be building as multiple players position themselves for scale in autonomous transportation.
The ongoing AI-fueled shortages of memory and storage chips has hit RAM kits and SSDs for PC builders the fastest and hardest, meaning it's likely that, for other products that use these chips, we'll be seeing price hikes for the entire rest of the year, if not for longer. The latest price hike news comes courtesy of Raspberry Pi CEO Eben Upton, who announced today that the company would be raisin...
The ongoing AI-fueled shortages of memory and storage chips has hit RAM kits and SSDs for PC builders the fastest and hardest, meaning it's likely that, for other products that use these chips, we'll be seeing price hikes for the entire rest of the year, if not for longer. The latest price hike news comes courtesy of Raspberry Pi CEO Eben Upton, who announced today that the company would be raising prices on most of its single-board computers for the second time in two months. Prices are going up for all Raspberry Pi 4 and Raspberry Pi 5 boards with 2GB of more of LPDDR4 RAM, including the Compute Module 4 and 5 and the Raspberry Pi 500 computer-inside-a-keyboard. The 2GB boards' pricing will go up by $10, 4GB boards will go up by $15, 8GB boards will go up by $30, and 16GB boards will increase by a whopping $60. Read full article Comments
Matt Cardy/Getty Images News More than 1,200 workers at BAE Systems ( BAESF ) ( BAESY ) in northwest England are preparing to strike from February 2 through at least February 20 after talks over pay and working conditions broke down. The union Unite said the walkouts follow negotiations it described as conducted in bad faith, adding that members had little choice but to escalate the dispute after ...
Matt Cardy/Getty Images News More than 1,200 workers at BAE Systems ( BAESF ) ( BAESY ) in northwest England are preparing to strike from February 2 through at least February 20 after talks over pay and working conditions broke down. The union Unite said the walkouts follow negotiations it described as conducted in bad faith, adding that members had little choice but to escalate the dispute after failing to reach an agreement with the company. More on BAE Systems plc BAE Systems: Underperformance Isn't What It Seems; Here's The Real Story BAE Systems: The Overvaluation Is Clear Rising military budgets are reshaping Europe’s defense industry Germany is said to prepare upgraded 'bunker buster' missile program Seeking Alpha’s Quant Rating on BAE Systems plc
This article first appeared on GuruFocus. Oracle Corp. (NYSE:ORCL) has moved to secure a large pool of capital as it prepares to expand cloud infrastructure capacity tied to accelerating AI demand. The company has launched a US dollar bond offering that could raise roughly $20 billion to $25 billion, forming part of a broader funding plan of about $45 billion to $50 billion that combines debt with...
This article first appeared on GuruFocus. Oracle Corp. (NYSE:ORCL) has moved to secure a large pool of capital as it prepares to expand cloud infrastructure capacity tied to accelerating AI demand. The company has launched a US dollar bond offering that could raise roughly $20 billion to $25 billion, forming part of a broader funding plan of about $45 billion to $50 billion that combines debt with equity and equity-linked issuance. Oracle has indicated the bond sale will be done as a single issuance and is expected to cover around half of its planned funding for the year, with no additional bond deals anticipated beyond this transaction in 2026. The scale of the financing reflects the intensity of investment required to support contracted cloud demand from some of the world's largest AI and technology players, including Advanced Micro Devices (NASDAQ:AMD), Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA), OpenAI, TikTok and xAI. People familiar with the deal said Oracle is offering as many as eight bond tranches with maturities ranging from three to 40 years, with initial discussions for the longest-dated bonds pointing to a spread of about 2.25 percentage points above US Treasuries. The transaction is being led by Bank of America, Citigroup, Deutsche Bank, Goldman Sachs, HSBC and JPMorgan, according to those sources. Oracle's renewed presence in the bond market comes after a $18 billion issuance in September that ranked among the largest US corporate deals of the year but has since weakened in secondary trading. Investor focus has increasingly turned to the company's leverage profile, with Oracle now carrying about $95 billion in outstanding debt, making it the largest non-financial issuer in the Bloomberg high-grade index. As AI-related cloud buildouts continue to expand, the company's funding strategy could remain under close scrutiny from credit and equity investors alike.
Key Points Cryptocurrencies continued last week's decline over the weekend. Robinhood is a crypto and options-focused mobile-centric online brokerage. But the stock should recover eventually, as long as it continues to attract more users. 10 stocks we like better than Robinhood Markets › Shares of new-aged online brokerage Robinhood Markets (NASDAQ: HOOD) fell hard on Monday, down 8.7% as of 1:00 ...
Key Points Cryptocurrencies continued last week's decline over the weekend. Robinhood is a crypto and options-focused mobile-centric online brokerage. But the stock should recover eventually, as long as it continues to attract more users. 10 stocks we like better than Robinhood Markets › Shares of new-aged online brokerage Robinhood Markets (NASDAQ: HOOD) fell hard on Monday, down 8.7% as of 1:00 p.m. EDT. There wasn't any company-specific news today, but the online brokerage was down in line with the weekend decline in Bitcoin (OTC: BTC) and other cryptocurrencies, which trade 24/7. 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 » Robinhood has a higher-than-average percentage of its customers trading cryptocurrencies compared to other assets, and its users also have a reputation for trading more risky instruments, such as options. So when cryptocurrencies and other speculative assets crashed on Friday and then continued over the weekend, Robinhood stock fell in sympathy. Robinhood is where the gunslingers trade In the third quarter, Robinhood reported $730 million in transaction-based revenue, of which 37% was from cryptocurrency trading and 42% from options trading. Now, of course, when customers sell cryptocurrencies, that also generates near-term transaction revenue. However, brokerage stocks generally sell off when customer assets decline. The past weekend's crypto rout could also make customers a bit more hesitant to buy many of these risky assets or use volatile options strategies in the near term, which could put a cap on Robinhood's growth going forward in 2026. The cryptocurrency and precious metals rout began on Friday, seemingly in a reaction to President Trump's nomination of Kevin Warsh to become the next Chairman of the Federal Reserve. It appears some of Warsh's older interviews and speeches led some to believe he may be more "haw...