With record earnings likely coming this year, investors can't get enough of this century-old industrial giant. In January 2025, I predicted that Nvidia, which was the best-performing component of the Dow Jones Industrial Average in 2024, would beat the S&P 500 again in 2025. That prediction came true. And although Nvidia was one of the top Dow performers, it wasn't No. 1. Heavy machinery and earth...
With record earnings likely coming this year, investors can't get enough of this century-old industrial giant. In January 2025, I predicted that Nvidia, which was the best-performing component of the Dow Jones Industrial Average in 2024, would beat the S&P 500 again in 2025. That prediction came true. And although Nvidia was one of the top Dow performers, it wasn't No. 1. Heavy machinery and earth-moving equipment manufacturer Caterpillar (CAT +5.10%) surged 57.9% in 2025 -- making it the top performer of the 30 Dow components. Caterpillar has added to those gains -- up 14.7% year to date at the time of this writing, and surpassing $300 billion in market capitalization for the first time in company history. Here's why Caterpillar is on fire, and if the blue chip stock has more room to run in 2026. Caterpillar is very much a part of the AI boom The tech sector tends to capture the artificial intelligence (AI) spotlight. But rip-roaring gains from industrial stocks like Caterpillar and GE Vernova demonstrate the ripple effects of demand for AI infrastructure. Expand NYSE : CAT Caterpillar Today's Change ( 5.10 %) $ 33.55 Current Price $ 690.91 Key Data Points Market Cap $308B Day's Range $ 657.43 - $ 691.38 52wk Range $ 267.30 - $ 691.38 Volume 4.4M Avg Vol 2.5M Gross Margin 34.32 % Dividend Yield 0.90 % Data centers are chock-full of high-powered chips and networking systems. But building those data centers requires power and construction. Caterpillar is at the cross-section of both the construction side of AI data centers and the power side. The company makes industrial gas turbines, generator sets, and battery storage solutions that can help power data centers when grid connections are limited or unavailable. Caterpillar has also been implementing AI into its products through the Cat AI Assistant and developing more intelligent, autonomous machines. On Jan. 7, Caterpillar announced a partnership with Nvidia to take AI to the physical world through industrial innova...
(RTTNews) - Rebounding from Friday's losses, Canadian stocks moved higher on Monday after market sentiments were boosted following the release of stronger-than-expected Purchasing Managers' Index data that showed expansion in the manufacturing sector. After opening just a little below the previous week's close, today the benchmark S&P/TSX Composite Index gained momentum to trade positively through...
(RTTNews) - Rebounding from Friday's losses, Canadian stocks moved higher on Monday after market sentiments were boosted following the release of stronger-than-expected Purchasing Managers' Index data that showed expansion in the manufacturing sector. After opening just a little below the previous week's close, today the benchmark S&P/TSX Composite Index gained momentum to trade positively throughout the session before settling at 32,183.88, up by 260.36 points (or 0.82%). Nine of the 11 sectors posted gains today, with the consumer staples sector leading the pack. On the economic data front, S&P Global's Canada Manufacturing Purchasing Managers' Index rose to 50.4 for January 2026 from 48.6 in the previous month. This marks the end of an eleven-month downturn, indicating that there is an expansion of industrial activity despite U.S. tariff pressures and prevailing global trade uncertainty. Last weekend, after U.S. President Donald Trump announced that he has finalized Kevin Warsh as his choice to succeed current U.S. Federal Reserve Chair Jerome Powell, stocks linked to gold and silver plummeted, pulling down the index. As Warsh is known for his "hawkish" stance, markets discounted any future rate cuts for this year, and the U.S. dollar index gained while metals slumped. Gold prices today extended the losses. Signaling a potential de-escalation of the U.S.-Iran conflict over Iran's nuclear program, Trump yesterday announced that Iran was "seriously talking with the U.S." As signs of easing of tensions surface, oil prices turned to the downside, leading to losses in the oil-linked energy sector stocks in Canada market. While the weakness in the energy sector weighed on the index, strength in the consumer staples and financial sectors overrode the losses. Last week, Prime Minister Mark Carney promised to help low-income consumers to shield the effects of rising grocery prices by including a 25% hike to the GST credit over the next five years along with a one-time pay...
Populist conservative Laura Fernández wins Costa Rica's presidential election toggle caption Carlos Borbon/AP SAN JOSE, Costa Rica — Conservative populist Laura Fernández won Costa Rica's presidency, promising to continue the aggressive reorienting of the Central American nation's politics started by her political sponsor, outgoing President Rodrigo Chaves. Preliminary and partial results showed t...
Populist conservative Laura Fernández wins Costa Rica's presidential election toggle caption Carlos Borbon/AP SAN JOSE, Costa Rica — Conservative populist Laura Fernández won Costa Rica's presidency, promising to continue the aggressive reorienting of the Central American nation's politics started by her political sponsor, outgoing President Rodrigo Chaves. Preliminary and partial results showed the Costa Rican president's handpicked successor captured the win with a resounding first-round victory, eliminating the need for a runoff in a crowded field after Sunday's election. The Supreme Electoral Tribunal reported that with votes from 96.8% of polling places tallied, Fernández of the Sovereign People's Party had 48.3% of the vote. Her closest challenger was economist Álvaro Ramos of the National Liberation Party with 33.4%. Sponsor Message Ramos conceded Sunday night and pledged to lead a "constructive opposition," but one that would not let those in power get away with anything. Fernández will not be formally declared the winner until electoral officials complete a manual count scheduled to begin Tuesday. "In democracy dissent is allowed, criticizing is allowed," he said. On Monday, Fernández said that her greatest desire as the next president is to consolidate Costa Rica's development to be able to better face global challenges and to produce solid economic growth. "I hope that we can immediately lower the flags of whichever political party and start working only in favor of the Costa Rican flag," Fernández said. "I believe the Costa Rican people expect nothing less of us." At least 40% of the total vote was required to win the presidential election in the first round. Fernández campaigned on continuing the policies of the term-limited Chaves. The historically peaceful Central American nation's crime surge in recent years was a major issue in the campaign. Some voters faulted Chaves' presidency for failing to bring those rates down, but many see a continuation of ...
Seeking Alpha More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M Simon Property Q4 earnings previ...
Seeking Alpha More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M Simon Property Q4 earnings preview: What to expect
J Studios/DigitalVision via Getty Images Investment Thesis Earlier this month I downgraded my views on Apple Inc. ( AAPL ) on the rising possibility of cost pressures on Apple’s iPhone and Mac lines of products. I also raised concerns about how the markets might negatively view Apple’s Siri + Gemini integration, but Apple’s superb Q1 FY26 ER changed my mind about the iPhone maker’s growth prospect...
J Studios/DigitalVision via Getty Images Investment Thesis Earlier this month I downgraded my views on Apple Inc. ( AAPL ) on the rising possibility of cost pressures on Apple’s iPhone and Mac lines of products. I also raised concerns about how the markets might negatively view Apple’s Siri + Gemini integration, but Apple’s superb Q1 FY26 ER changed my mind about the iPhone maker’s growth prospects. Apple’s iPhone product line delivered surprising revenue growth that blew past the Street’s expectations, now growing at a pace not seen since 2021. But the ER also showed something even more surprising—that sales from China skyrocketed, also blowing past industry expectations. Despite my initial concerns about margin pressures (from rising memory costs), management has restored confidence in fortifying margins, as I explain below. I am upgrading my views on Apple to bullish after their Q1 ER updates . The iPhone Gives Apple Some Rest From AI Critics In the words of Apple’s management, “It was a fantastic quarter for iPhone with an all-time revenue record of $85.3 billion, up 23% year-over-year,” as noted on the Q1 FY26 call . Exhibit A: Apple’s quarterly growth trends by product revenue shows a sharp uptick in iPhone sales last quarter. (Company filings) The robust sales in Apple’s iPhone product line pushed up the growth rate of Apple’s overall revenues to $143.7B, growing at a massive 16% while beating the Street’s top-line growth estimates by ~4%. I say “massive” because it’s been over 16 quarters since we last saw mid-teen growth in Apple’s overall revenue base. Management singled out the iPhone 17 lineup as the catalyst for reviving growth in the iPhone, coinciding with the much-awaited upgrade cycle that finally appears to have arrived for Apple. A deeper look into Apple’s financials shows that the iPhone was not just popular in the North American market, where iPhone sales robustly accelerated to 11%, almost double the growth rate seen in the prior quarter. China...
jetcityimage/iStock Editorial via Getty Images Simon Property Group ( SPG ) delivered Q4 adjusted FFO that met the average analyst estimate when excluding one-time items, even as Q4 revenue easily beat the Wall Street consensus. Property expenses came in higher than Wall Street was expecting. The shopping mall REIT expects 2026 real estate FFO per share of $13.00-$13.25 (midpoint $13.13) vs. the a...
jetcityimage/iStock Editorial via Getty Images Simon Property Group ( SPG ) delivered Q4 adjusted FFO that met the average analyst estimate when excluding one-time items, even as Q4 revenue easily beat the Wall Street consensus. Property expenses came in higher than Wall Street was expecting. The shopping mall REIT expects 2026 real estate FFO per share of $13.00-$13.25 (midpoint $13.13) vs. the average analyst estimate of $13.09. Q4 FFO per share of $3.27 vs. $3.25 in Q3 and $3.68 in Q4 2024. Excluding a $0.15 per share contribution from other platform investments, a $0.31 per share loss from Catalyst Brands restructuring costs and value adjustment, and a $0.06 per share loss on unrealized mark-to-market adjustment in Klépierre exchangeable bonds, FFO per share would be $3.49, in line with the consensus estimate. Real estate FFO per share of $3.49 increased from $3.22 in the prior quarter and $3.35 in the year-ago quarter. Q4 revenue of $1.79B, topping the $1.51B consensus, climbed from $1.60B in Q3 and $1.58B in the year-ago Q4. Simon Property Group ( SPG ) stock slipped 1.2% in after-hours trading. Total operating expenses of $900.8M grew from $788.7M in the previous quarter and $746.5M a year ago. Property operating expenses of $154.5M, exceeding the Visible Alpha consensus of $140.7M, increased from $149.8M in Q3 and $131.2M in Q4 2024. Domestic property net operating income rose 4.4% from a year ago vs. +5.1% in Q3. Occupancy at the company’s U.S. malls and premium outlets was 96.4% at Dec. 31, 2025, vs. 96.4% at Sept. 30, 2025, and 96.5% at Dec. 31, 2024. Conference call at 5:00 PM ET. More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property FFO of $3.27 misses by $0.22, revenue of $1.79B beats by $280M
Neil Gaiman has said that multiple sexual assault allegations against him are “simply untrue” and claimed to be the victim of a “smear campaign”, in the first post addressing the accusations for almost a year. Gaiman, 65, author of novels including American Gods and the Ocean at the End of the Lane, has faced allegations of sexual abuse and coercive behaviour which were outlined in a podcast by th...
Neil Gaiman has said that multiple sexual assault allegations against him are “simply untrue” and claimed to be the victim of a “smear campaign”, in the first post addressing the accusations for almost a year. Gaiman, 65, author of novels including American Gods and the Ocean at the End of the Lane, has faced allegations of sexual abuse and coercive behaviour which were outlined in a podcast by the Tortoise Media team in July 2024. When New York Magazine published its own investigation in January 2025, Gaiman made a statement insisting he had “never engaged in nonconsensual sexual activity with anyone. Ever”. Nine women have come forward to accuse Gaiman of sexual misconduct, including Scarlett Pavlovich, the former nanny to Gaiman and his wife, Amanda Palmer. The couple, who have a son together, are going through a divorce. On Monday evening Gaiman posted on his Facebook author page for the first time since the allegations broke, save for a book-related post in November, to say he had “learned first-hand how effective a smear campaign can be”. “The allegations against me are completely and simply untrue. There are emails, text messages and video evidence that flatly contradict them,” he said. “These allegations, especially the really salacious ones, have been spread and amplified by people who seemed a lot more interested in outrage and getting clicks on headlines rather than whether things had actually happened or not. (They didn’t.)” Gaiman said he had hoped there would be journalistic investigations that “would take the (mountains of) evidence into account” but he had been “astonished to see how much of the reporting was simply an echo chamber, and how the actual evidence was dismissed or ignored”. He added: “One thing that’s kept me going through all this madness is the conviction that the truth would, eventually, come out.” Since the allegations were published, one of Gaiman’s comic publishers, Dark Horse, has dropped him, while DC Comics, publishers of the Sa...
Investors are losing patience with the House of Mouse's transition to streaming. Shares of Walt Disney (DIS 7.40%) fell on Monday, as the shift away from cable TV took a toll on the entertainment giant's profits. By the close of trading, Disney's stock price was down more than 7%. Cord-cutting continues to cut into Disney's earnings Disney's revenue rose 5% year over year to $26 billion in the qua...
Investors are losing patience with the House of Mouse's transition to streaming. Shares of Walt Disney (DIS 7.40%) fell on Monday, as the shift away from cable TV took a toll on the entertainment giant's profits. By the close of trading, Disney's stock price was down more than 7%. Cord-cutting continues to cut into Disney's earnings Disney's revenue rose 5% year over year to $26 billion in the quarter ended Dec. 27. Yet the media titan's adjusted earnings per share fell 7% to $1.63, as higher costs dented its margins. Operating income in the company's entertainment division -- which includes Disney's broadcasting and cable networks, film studios, and streaming services -- plunged 35% to $1.1 billion. Higher programming and production costs (some of which were related to Disney's deal to integrate Fubo's operations into its Hulu + Live TV business) contributed to the shortfall. Meanwhile, operating profit in Disney's sports division, which houses its ESPN operations, sank 23% to $191 million. Rising costs for sports rights, combined with subscriber losses, drove the downturn. Expand NYSE : DIS Walt Disney Today's Change ( -7.40 %) $ -8.35 Current Price $ 104.45 Key Data Points Market Cap $201B Day's Range $ 103.75 - $ 108.61 52wk Range $ 80.10 - $ 124.69 Volume 38M Avg Vol 11M Gross Margin 31.94 % Dividend Yield 1.11 % Disney's leadership forecast solid growth, despite additional challenges For the current quarter, Disney warned that slowing traffic trends at its domestic parks, pre-launch costs for a new Disney cruise line, and pre-opening costs for World of Frozen at Disneyland Paris would combine to slow operating income growth at the company's lucrative experiences division. Still, management guided for double-digit growth in adjusted earnings per share in fiscal 2026, with much of the gains projected to come in the second half of the year. Disney also expects to generate $19 billion in full-year operating cash flow.
Community Health Systems ( CYH ) on Monday said its wholly owned subsidiary has completed the redemption of $222.5 million of its 10.875% senior secured notes due 2032. Following the redemption, the aggregate outstanding principal amount of the 2032 notes totals $1.78 billion, the company said. CYH -0.0% after hours to $3.19. Source: Press Release More on Community Health Systems Community Health ...
Community Health Systems ( CYH ) on Monday said its wholly owned subsidiary has completed the redemption of $222.5 million of its 10.875% senior secured notes due 2032. Following the redemption, the aggregate outstanding principal amount of the 2032 notes totals $1.78 billion, the company said. CYH -0.0% after hours to $3.19. Source: Press Release More on Community Health Systems Community Health Systems: Why I Am Upholding A Risky Buy Rating In 2026 Community Health Systems, Inc. (CYH) Presents at UBS Global Healthcare Conference 2025 Transcript Federal judge puts brakes on new 340B drug rebate program Community Health Systems redeems portion of senior secured notes Seeking Alpha’s Quant Rating on Community Health Systems
明尼阿波利斯聯邦執人員獲配隨身攝影機 特朗普：有助事實不被扭曲 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國國土安全部即日起為明尼阿波利斯市聯邦執法人員配備隨身攝影機。 國土安全部長諾姆在社交平台宣布，明尼...
明尼阿波利斯聯邦執人員獲配隨身攝影機 特朗普：有助事實不被扭曲 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國國土安全部即日起為明尼阿波利斯市聯邦執法人員配備隨身攝影機。 國土安全部長諾姆在社交平台宣布，明尼蘇達州明尼阿波利斯市所有移民和海關執法局，以及海關與邊境保護局人員，執法期間將會佩戴隨身攝影機。在聯邦資金獲批後，新措施會擴展至全國。 聯邦執法人員上月在明尼阿波利斯先後擊斃兩人，被外界質疑執法時使用過度武力。總統特朗普在白宮回應傳媒指沒有參與決策，對措施亦沒有意見，認為隨身攝影機有助確保事實不會被扭曲。
(RTTNews) - NXP Semiconductors N.V. (NXPI) revealed earnings for fourth quarter that Drops, from the same period last year The company's earnings totaled $455 million, or $1.79 per share. This compares with $495 million, or $1.93 per share, last year. Excluding items, NXP Semiconductors N.V. reported adjusted earnings of $851 million or $3.35 per share for the period. The company's revenue for the...
(RTTNews) - NXP Semiconductors N.V. (NXPI) revealed earnings for fourth quarter that Drops, from the same period last year The company's earnings totaled $455 million, or $1.79 per share. This compares with $495 million, or $1.93 per share, last year. Excluding items, NXP Semiconductors N.V. reported adjusted earnings of $851 million or $3.35 per share for the period. The company's revenue for the period rose 7.1% to $3.33 billion from $3.11 billion last year. NXP Semiconductors N.V. earnings at a glance (GAAP) : -Earnings: $455 Mln. vs. $495 Mln. last year. -EPS: $1.79 vs. $1.93 last year. -Revenue: $3.33 Bln vs. $3.11 Bln last year. -Guidance: Next quarter EPS guidance: $ 2.77 To $ 3.17 Next quarter revenue guidance: $ 3.05 B To $ 3.25 B The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Key Points Rocket Lab just secured its largest contract ever. The contract calls for the production of 18 missile-defense satellites. It will significantly boost its near-term revenues while diversifying its business. 10 stocks we like better than Rocket Lab › The U.S. Space Development Agency (SDA) recently awarded Rocket Lab (NASDAQ: RKLB) an $816 million contract to design and manufacture 18 sa...
Key Points Rocket Lab just secured its largest contract ever. The contract calls for the production of 18 missile-defense satellites. It will significantly boost its near-term revenues while diversifying its business. 10 stocks we like better than Rocket Lab › The U.S. Space Development Agency (SDA) recently awarded Rocket Lab (NASDAQ: RKLB) an $816 million contract to design and manufacture 18 satellites for a missile-defense satellite constellation. That award, which represents Rocket Lab's largest single contract to date, could drive its high-flying stock to new heights this year. What does Rocket Lab do? Rocket Lab mainly develops reusable orbital rockets. It's already launched its flagship Electron rocket, which can carry small payloads of up to 300 kilograms into low Earth orbit, 81 times to date, deploying more than 248 satellites. It launched 6 rockets in 2021, 9 in 2022, 10 in 2023, 16 in 2024, and 21 in 2025. 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 plans to launch its second rocket, the Neutron, this year. That new rocket can carry larger payloads of up to 13,000 kilograms and compete more effectively against SpaceX's Falcon 9 and Falcon Heavy rockets, which can carry payloads of 22,800 kg and 63,800 kg, respectively. Why could the SDA contract be a game changer? Over the long term, Rocket Lab aspires to become an "end-to-end" space company that doesn't simply launch reusable rockets. It's expanding its Photon satellite bus platform, which kicks satellites into their correct orbits; offering more "ride-sharing" services to deliver additional payloads to space, and expanding its higher-margin Space Systems segment, which produces spacecraft, satellites, and subsystems for other companies and government agencies. It also recently acquired Mynaric, a leading laser communications provider, to accelerate that strategy. Therefore, ...
8vFanI/iStock via Getty Images Capital Southwest ( CSWC ) shares perked up 3.4% in Monday after-hours trading after the business development company delivered "another extremely active quarter on the origination front," said President and CEO Michael Sarner. Fiscal Q3 pretax net investment income per share of $0.60, meeting the consensus, slipped from $0.61 in Q2 and $0.64 a year ago. Total invest...
8vFanI/iStock via Getty Images Capital Southwest ( CSWC ) shares perked up 3.4% in Monday after-hours trading after the business development company delivered "another extremely active quarter on the origination front," said President and CEO Michael Sarner. Fiscal Q3 pretax net investment income per share of $0.60, meeting the consensus, slipped from $0.61 in Q2 and $0.64 a year ago. Total investment income of $61.5M for the quarter ended Dec. 31, 2025, vs. $57.9M average analyst estimate, rose from $56.9M in the quarter ended Sept. 30, 2025, and $52.0M in the quarter ended Dec. 31, 2024. Net increase in net assets from operations totaled $32.9M in Q4, up from $25.6M in Q2 and $16.3M in last year's Q3. Net asset value per share advanced to $16.75 at the end of Q3 from $16.62 at the end of Q3. During the quarter, Capital Southwest ( CSWC ) originated $244.0M in new commitments, consisting of investments in eight new portfolio companies totaling $199.4M and add-on commitments in 16 portfolio companies totaling $44.6M. New portfolio company originations were comprised of $197.3M in first lien senior secured debt and $2.1M in equity investments. It received proceeds of $89.1M from six portfolio company prepayments and exits, generating net realized losses of $0.2M. Total proceeds were comprised of $88.5M from debt investments and $0.6M from equity investments. Conference call on Feb. 3 at 11:00 a.m. ET. More on Capital Southwest Capital Southwest: Too Good To Sell, Too Expensive To Buy Capital Southwest: Buy This Huge 11% Yield Capital Southwest: Income Still Works - Just Don't Expect The Last Cycle Capital Southwest reports FQ3 results Capital Southwest launches first-out senior loan joint venture
Sundry Photography Fabrinet ( FN ) shares fell sharply in extended trading on Monday, losing nearly 15% of their value, even as the tech manufacturing company reported fiscal second-quarter results and guidance that topped Wall Street's forecast. For the period ending Dec. 26, Fabrinet said it earned an adjusted $3.36 per share as revenue rose 36% year-over-year to come in at $1.13B. Analysts had ...
Sundry Photography Fabrinet ( FN ) shares fell sharply in extended trading on Monday, losing nearly 15% of their value, even as the tech manufacturing company reported fiscal second-quarter results and guidance that topped Wall Street's forecast. For the period ending Dec. 26, Fabrinet said it earned an adjusted $3.36 per share as revenue rose 36% year-over-year to come in at $1.13B. Analysts had expected the company to earn an adjusted $3.25 per share on $1.08B in revenue. “We delivered an exceptional second quarter with record revenue and earnings that significantly exceeded our guidance ranges," Seamus Grady, Chairman and CEO of Fabrinet said in a statement . "Multiple large, key strategic programs across our business all contributed to our outstanding performance. At the same time, excellent execution and strong operating leverage generated record earnings per share that was also above our guidance range. We are confident that the same business drivers that helped produce these results will extend into the third quarter, as reflected in our strong guidance.” Looking ahead, Fabrinet expects to earn between $3.45 and $3.60 on an adjusted per share basis. Revenue is expected to be between $1.15B and $1.2B. Analysts had expected the company to earn an adjusted $3.43 per share on $1.13B in revenue. The company will host a conference call at 5 p.m. EST to discuss the results. More on Fabrinet Fabrinet (FN) Presents at Barclays 23rd Annual Global Technology Conference Transcript Fabrinet 2026 Q1 - Results - Earnings Call Presentation Fabrinet: Hold For Boom And Hedge For Bust Fabrinet Q2 2026 Earnings Preview Semiconductor stocks see bullish views at Susquehanna ahead of earnings