Shares in Oracle (ORCL) fell after the technology company said it plans to raise up to $50 billion this year to fund its cloud-infrastructure business. Oracle stock started higher, but finished the day more than 2% lower, reverting to an initial course set when when the shares traded down in premarket action.
Shares in Oracle (ORCL) fell after the technology company said it plans to raise up to $50 billion this year to fund its cloud-infrastructure business. Oracle stock started higher, but finished the day more than 2% lower, reverting to an initial course set when when the shares traded down in premarket action.
Nio (NYSE:NIO), which designs and sells electric vehicles, closed Monday’s session at $4.52, down 3.83%. The stock moved lower after January delivery data showed strong year-over-year growth but revived concerns about Chinese EV demand and sustainability of recent momentum that investors are watching closely. Trading volume reached 66 million shares, coming in about 40% above its three-month avera...
Nio (NYSE:NIO), which designs and sells electric vehicles, closed Monday’s session at $4.52, down 3.83%. The stock moved lower after January delivery data showed strong year-over-year growth but revived concerns about Chinese EV demand and sustainability of recent momentum that investors are watching closely. Trading volume reached 66 million shares, coming in about 40% above its three-month average of 47 million shares. Nio IPO'd in 2018 and has fallen 25% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) added 0.54% to finish Monday at 6,976, while the Nasdaq Composite (NASDAQINDEX:^IXIC) rose 0.56% to close at 23,592. Within the automotive space, peers Tesla (NASDAQ:TSLA) closed at $421.81 (-2.00%) and Rivian Automotive (NASDAQ:RIVN) finished at $14.44 (-2.10%) as investors reassessed electric-vehicle demand. What this means for investors Before the market opened on Monday, Nio reported its January delivery numbers. With 27,182 vehicles delivered during the month, Nio posted year-over-year growth of 96%. However, it is the sequential comparison that sent the stock sinking during the trading day. That January delivery number represented a 44% decline from December, underscoring a wider concern with the Chinese electric vehicle market. It’s also worth noting that one particular Nio model, its ES8 SUV, accounted for approximately 84% of sales, representing concentration risk in one model vehicle. Nio’s results were not unique and other Chinese manufacturers posted similar results. BYD’s (SEHK:1211) sales were down 30% year over year and XPeng (NYSE:XPEV) deliveries decreased 34% from the prior year. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 942%* — a market-crushing outperformance compared to 196% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advi...
tupungato Microsoft ( MSFT ) shares plunged 10% last Thursday following its quarterly earnings report on concerns about its AI spending and lower-than-expected growth for its Azure cloud services. As of Monday, Microsoft shares were down 12% from their closing price on Jan. 28, the last session before the earnings report was released. We asked Seeking Alpha analysts Jonathan Weber and Hunting Alph...
tupungato Microsoft ( MSFT ) shares plunged 10% last Thursday following its quarterly earnings report on concerns about its AI spending and lower-than-expected growth for its Azure cloud services. As of Monday, Microsoft shares were down 12% from their closing price on Jan. 28, the last session before the earnings report was released. We asked Seeking Alpha analysts Jonathan Weber and Hunting Alpha what they thought lay ahead for the tech titan. Jonathan Weber : Microsoft ( MSFT ) shows compelling business growth, but the market didn't appreciate the heavy AI capital spending. In the coming quarters, Microsoft will have to show, or at least make convincing arguments, that these investments will pay off to ease investors' worries. If that happens, I believe that Microsoft has a lot of upside potential, as it currently combines a below-average valuation, relative to how it traded in the past, with strong business growth momentum. Hunting Alpha : The good news is Microsoft's ( MSFT ) Office 365 Copilot is continuing to see great adoption growth, both in terms of user account/seat additions and daily user engagement habits that help build a moat from higher switching costs. The growth in average revenue per user shows monetization ramping up as well. I expect this to continue, driving accelerated revenue growth, because the signs are already there in broad-based momentum in remaining performance obligations, or RPOs, which is a leading indicator of revenues as it represents contracted work that is yet to be done. But there are also three key risk factors to watch out for. First is the stability of OpenAI ( OPENAI ), both from a going concern perspective, given its cash-burning, funding-reliant operations, and from an AI project roadmap perspective. This is because 45% of Microsoft's RPOs pertain to OpenAI. Second is the extent of gross margin erosion as investments in AI infrastructure shift the business model mix a bit more toward hardware, which has lower margins than...
Torsten Asmus/iStock via Getty Images The State Street SPDR Bloomberg High Yield Bond ETF ( JNK ) is a way to get exposure to junk-grade fixed income in USD that is reasonably in-line in terms of expense ratio with competing options from iShares . Credit spreads are coming down to historic levels. However, there are structural forces that are making baseline credit spreads lower and therefore long...
Torsten Asmus/iStock via Getty Images The State Street SPDR Bloomberg High Yield Bond ETF ( JNK ) is a way to get exposure to junk-grade fixed income in USD that is reasonably in-line in terms of expense ratio with competing options from iShares . Credit spreads are coming down to historic levels. However, there are structural forces that are making baseline credit spreads lower and therefore long-horizon assessments of credit spreads an unreasonably high barrier in identifying value. Though in the shorter term we do note that there are some pressures on the US economy, though for now, rates are being held probably until the new Chair takes his position or a further deterioration in the labour markets. We aren't necessarily in favour of duration bets due to held rates and change at the Fed nor credit bets on falling spreads with improved macro outlook not especially likely in the near term. In terms of assessing credit spreads, we note the caveat that historic rates may not be applicable as much anymore which is what we'll focus on here. We also aren't against duration a bit later into 2026 if inflation remains under control, which could permit the cutting regime apparently desired by the incoming Fed Chair appointed by President Trump. JNK Breakdown iShares alternatives have expense ratios around 0.49%, which is not a bad rate, while JNK is more competitive at 0.4%. Duration is just under 3 years, and the average yield to worst is consistent with the credit spreads right now on high yield bonds in general . So the ETF meets its description well as a high-yield bond ETF. Credit spreads high yield (FRED) Credit spreads are at historically low levels, but there are a couple of arguments to make as to why historic comparisons may not apply effectively anymore. With current yields higher than the bulk of US insurance portfolios, they are still incentivised to load up on quite scarce high yield credit. They don't have balance sheet duration risk since they don't do mark-...
Key Points Palantir's fourth-quarter results easily outpaced Wall Street's expectations. The results help dispel the notion that AI adoption is slowing. 10 stocks we like better than Palantir Technologies › When it comes to battleground stocks, it's pretty clear that Palantir Technologies (NASDAQ: PLTR) would fall somewhere near the top of the list. Bears want no part of the stock's stratospheric ...
Key Points Palantir's fourth-quarter results easily outpaced Wall Street's expectations. The results help dispel the notion that AI adoption is slowing. 10 stocks we like better than Palantir Technologies › When it comes to battleground stocks, it's pretty clear that Palantir Technologies (NASDAQ: PLTR) would fall somewhere near the top of the list. Bears want no part of the stock's stratospheric valuation, and bulls point to the company's phenomenal growth rate as justification for its lofty multiple. The truth, as they say, is likely somewhere in between. Expectations were high coming into Palantir's quarterly financial report, with bulls and bears staking out positions on opposite sides of the fence. The results provided the clearest evidence yet that the ongoing adoption of artificial intelligence (AI) has a long runway ahead. 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 » Blockbuster results Investors had great expectations heading into Palantir's fourth-quarter financial report, and the data mining and AI specialist delivered all that and more. Revenue of $1.40 billion accelerated 70% year-over-year and 19% quarter-over-quarter. This fueled adjusted earnings per share (EPS) of $0.25, which soared 79%. For context, analysts' consensus estimates called for revenue of $1.34 billion and adjusted EPS of $0.23, so Palantir cleared both hurdles with ease. The star of the show was Palantir's U.S. commercial segment, which includes its flagship Artificial Intelligence Platform (AIP). Revenue accelerated yet again, soaring 137% to $507 million, while climbing 28% sequentially, and accounting for 36% of total revenue. The company closed a record-setting total contract value (TCV) of $4.26 billion during the quarter, up 138% year over year. The U.S. commercial segment also turned in a record performance, with TCV of $1.34 billion, up 67%. Perhaps more...
IR_Stone/iStock Editorial via Getty Images Acadia Realty Trust ( AKR ) owns and operates primarily open-air retail assets focused on street retail in high-growth markets. In my view, the street aspect of AKR’s properties provide it with a competitive advantage that enables it to obtain higher contractual annual rent escalators, maintain lower leasing CAPEX, and achieve greater fair value resets in...
IR_Stone/iStock Editorial via Getty Images Acadia Realty Trust ( AKR ) owns and operates primarily open-air retail assets focused on street retail in high-growth markets. In my view, the street aspect of AKR’s properties provide it with a competitive advantage that enables it to obtain higher contractual annual rent escalators, maintain lower leasing CAPEX, and achieve greater fair value resets in its properties. The portfolio characteristics in the high foot traffic areas of key markets around NYC, including SOHO and the West Village, have afforded AKR the capacity to carry a higher valuation premium relative to peers. Over the past year, however, the stock has slumped relative to its peer group. While I believe the stock is worth a watch, I am neutral at this point due to what, I believe, are better opportunities within its peer set. AKR Stock Key Metrics AKR currently trades at a 17x multiple as a measured through price to forward funds from operations (“FFO”). This is a slight premium to peers , both the larger peers and the more mid-scale ones. Federal Realty ( FRT ), for example, trades at 14x, while Regency Centers ( REG ), a name I am bullish on , commands just under the 16x mark. It’s worth noting, too, that the premium valuation is despite underperformance relative to its peers over the past year. The stock is down over 13.5% versus the moderate declines of 7% from FRT and a gain of 1.3% from REG. Seeking Alpha - 1YR Performance Of AKR Relative To Peers It’s not a surprise, then, that AKR grades poorly on the valuation reading from the Seeking Alpha (“SA”) quants. The stock, in fact, also grades poorly on all the metrics, including growth and profitability. This is at odds with both the broader SA analyst community and Wall Street, each of whom are more bullish. The latter even sees AKR mostly recovering its losses with upside potential of 12%. Current results and AKR’s portfolio quality could justify the move higher, though I still believe the current val...
But in an email to a "Ferg" in 2011, Epstein writes: "of course you can have mothers army, it was always for you„ Im not sure how to transfer it, but rest assured , it is your in its entirety, I will ask how the transfer is accomplished, we just want to be careful that there is no downside at the moment to have a transaction between you and I."
But in an email to a "Ferg" in 2011, Epstein writes: "of course you can have mothers army, it was always for you„ Im not sure how to transfer it, but rest assured , it is your in its entirety, I will ask how the transfer is accomplished, we just want to be careful that there is no downside at the moment to have a transaction between you and I."
The Circular Firing Squad: Staffers At CNN And CBS Denounce Efforts To Restore Balance Authored by Jonathan Turley, The decline of American mainstream media has long been obvious, with public trust and revenues plunging. Some companies are responding with the novel idea of restoring objectivity and neutrality to coverage. For years, news organizations have essentially written off half of the count...
The Circular Firing Squad: Staffers At CNN And CBS Denounce Efforts To Restore Balance Authored by Jonathan Turley, The decline of American mainstream media has long been obvious, with public trust and revenues plunging. Some companies are responding with the novel idea of restoring objectivity and neutrality to coverage. For years, news organizations have essentially written off half of the country. However, as news organizations struggle to avoid even greater layoffs, staffers are fighting efforts to bring balance to their networks. That was evident last week in meetings at CNN and CBS where staffers continue to fight to retain their bias rather than their jobs. CNN has long aired controversial hosts and guests who engaged in controversial statements on race and politics from the left. However, a meeting last week focused on the airing of one of the few conservatives who regularly appear on the network. As one staff member reportedly raised, there was outrage that Jennings is “allowed to exist” on the network. Even as CNN continues to languish in ratings, staffers want to fire one of the few remaining conservative voices on the network. One of the key issues raised in the meeting was Jennings referring to “illegal aliens.” While CNN bars the term, it is used in federal law and federal cases, including by the United States Supreme Court. In one exchange on Jan. 19, Jennings trades barbs with fellow panelist Cameron Kasky, a survivor of the 2018 Parkland school shooting. Kasky criticized Jennings for saying that ICE should be allowed to “chase down illegals” in Minnesota. Jennings pushed back: “Who are you to tell me what I can and can’t say? I’ve never met you, brother. I can say whatever I want. They’re illegal aliens. And that’s what the law calls them. Illegal aliens. That’s what I’m going to call them.” Staff members reportedly denounced him as a “MAGA mouthpiece” and a “firebrand Trump loyalist” who “frequently gets into verbal spats with other CNN guests.” It...
Through Saks Global’s year of turmoil, many vendors struggled to be heard — especially smaller designers trying to hold on to a must-have account and get their money back. Although the hopes that they’ll ever be paid more than pennies on the dollar evaporated when the retailer filed for bankruptcy last month, apparel brands and other creditors now have a collective voice in the Chapter 11 process....
Through Saks Global’s year of turmoil, many vendors struggled to be heard — especially smaller designers trying to hold on to a must-have account and get their money back. Although the hopes that they’ll ever be paid more than pennies on the dollar evaporated when the retailer filed for bankruptcy last month, apparel brands and other creditors now have a collective voice in the Chapter 11 process. Last week, the court appointed 11 creditors to the Official Committee of Unsecured Creditors. You May Also Like As is usually the case, they are among those with the most at stake in the bankruptcy. The list of committee members reads like a who’s who of fashion companies that were left holding the bag one way or another. It includes: Amazon.com — which owns 23.2 percent of the retailer’s equity and was promised $900 million in referral payments over eight years. Chanel Inc. — the largest unsecured creditor with a $136 million claim. Pension Benefit Guaranty Corp. Brookfield Properties Retail Inc. Rosen-X — a $41 million unsecured claim. Kering Americas Inc. — Kering S.A. has a total unsecured claim of $60 million. LVMH Moët Hennessy Louis Vuitton — a $26 million unsecured claim. Ermenegildo Zegna — a $26 million unsecured claim. Kellermeyer Bergensons Services Local 1102 RWDSU Computershare Trust Company — trustee for Saks’ 11 percent Senior Secured Notes due 2029. The committee is responsible for advocating on behalf of all the unsecured creditors — but it’s the secured creditors like the banks and the bondholders that have more leverage when it comes to getting paid by the court. Meanwhile, the retailer is starting to use the process to reorganize its operations. The Saks Off 5th website is going to be liquidated or potentially sold and the vast majority of the off-pricer’s stores are going to be shuttered. Big questions remain — including how many of the company’s 70 department stores will shutter — but other details are being worked out now. Reuters reported that Saks...
New York, February 2, 2026, 17:39 EST — After-hours Nvidia shares slipped 2.9%, closing at $185.61 in Monday’s late trading session A report indicates OpenAI is investigating alternatives for certain AI “inference” workloads Attention turns to OpenAI funding discussions and Nvidia’s earnings report on Feb. 25 Nvidia (NVDA.O) shares dropped 2.9% to $185.61 in after-hours trading Monday, as investor...
New York, February 2, 2026, 17:39 EST — After-hours Nvidia shares slipped 2.9%, closing at $185.61 in Monday’s late trading session A report indicates OpenAI is investigating alternatives for certain AI “inference” workloads Attention turns to OpenAI funding discussions and Nvidia’s earnings report on Feb. 25 Nvidia (NVDA.O) shares dropped 2.9% to $185.61 in after-hours trading Monday, as investors weighed new concerns about demand from a major AI computing customer. The stock fluctuated between $183.82 and $190.28, with roughly 164 million shares traded. This matters because the next battleground is “inference” — when a trained AI model answers a user’s prompt — and speed per query is where customers push hardest on costs. Any hint that major buyers are testing substitutes can shake a trade built on tight supply and long order books. That sensitivity cuts right through OpenAI. Over the weekend, Jensen Huang announced plans for a “huge” investment in OpenAI, dismissing talk of any friction as “nonsense.” He clarified the deal wouldn’t approach $100 billion, countering a Wall Street Journal report that the earlier plan had stalled. Huang also said he “really love(s) working with” Sam Altman. (Reuters) Eight sources familiar with the situation say OpenAI is searching for alternatives to some of Nvidia’s newest chips for specific inference tasks like coding, citing concerns over response speeds. The company is reportedly weighing options from Advanced Micro Devices and startups Cerebras and Groq, focusing on designs with more on-chip SRAM to reduce data retrieval times. Nvidia maintains that customers choose its GPUs for inference because they offer the best performance and total cost of ownership at scale. An OpenAI spokesperson added that Nvidia still powers the vast majority of its inference fleet. (Reuters) Supply constraints remain a concern. In Taipei, Huang quipped that Taiwan Semiconductor Manufacturing Co “needs to work very hard” since he requires “a lot of w...
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
A couple is suing a Florida fertility clinic after learning that they were implanted with the wrong embryo, and are going public with their attempts to find their child’s biological parents. Tiffany Score and Steven Mills have filed a lawsuit against IVF Life Inc, which operates as the Fertility Center of Orlando, and its lead physician, Dr Milton McNichol. The suit, which was initially filed unde...
A couple is suing a Florida fertility clinic after learning that they were implanted with the wrong embryo, and are going public with their attempts to find their child’s biological parents. Tiffany Score and Steven Mills have filed a lawsuit against IVF Life Inc, which operates as the Fertility Center of Orlando, and its lead physician, Dr Milton McNichol. The suit, which was initially filed under pseudonyms to protect their family’s privacy, states that three viable embryos were created with Score’s eggs and Mills’s sperm, and an embryo was successfully implanted in April 2025. Shortly after the birth of their daughter Shea on 11 December, Score and Mills, who are both Caucasian, noticed that the baby appeared to be a different race than either of the parents. Genetic testing confirmed that the child “had no genetic relationship to either of the plaintiffs”, according to the suit filed in Palm Beach county circuit court. The couple is seeking a monetary remedy from IVF Life, though the amount is not specified. Score made a Facebook post on 29 January where she explained the situation to friends and family, and also requested information on Shea’s biological parents. “While we are profoundly grateful to have Shea in our lives and love her immeasurably, we also recognize that we have a moral obligation to find her genetic parents,” she wrote. “Our joy over her birth is further complicated by the devastating reality that her genetic parents – whom we do not yet know – or possibly another family entirely, may have received our genetic embryo. We are heartbroken, devastated, and confused.” Score went on to say that their family has been “living like prisoners in our own home” and that her post was made in part due to “begin living more freely and to finally celebrate the one beautiful thing that has come from all of this: our daughter.” She went on to say that the couple would not be issuing any further statements until further progress has been made by their legal cou...
anankkml/iStock via Getty Images I have been investing in equities for just over four decades now. The markets have seen a series of huge changes over that time. First, stock valuations are night and day from where they were in the mid-1980s. The P/E ratio of the S&P 500 in 1985 was a bit over 10, and the dividend yield on the S&P 500 was near 5% to boot. GuruFocus Of course, the country had recen...
anankkml/iStock via Getty Images I have been investing in equities for just over four decades now. The markets have seen a series of huge changes over that time. First, stock valuations are night and day from where they were in the mid-1980s. The P/E ratio of the S&P 500 in 1985 was a bit over 10, and the dividend yield on the S&P 500 was near 5% to boot. GuruFocus Of course, the country had recently put a brutal double-dip recession in the rearview mirror. The Fed Funds rate was just above 10%, and a good portion of the CIA was convinced the U.S. was losing the Cold War as well. Historical Fed Funds rate (Macrotrends) How one researched stocks and executed trades was entirely different as well. You executed trades via phone with your broker; broker commissions were obscene by today's standards and have continued to decline drastically since the Internet Bust. You also did your research (or at least I did) via the Wall Street Journal and going to the local library to peruse the latest versions of the Value Line. Robonomics Now trades execute with a couple of keystrokes from your laptop. One can sell $1 million worth of shares for less than the price of a good Manhattan and execute the trade faster than you can take a sip from that cocktail. Most of the money in the market when I started investing was 'actively managed,' and mutual fund managers like Peter Lynch were lionized. They appeared regularly on Louis Rukeyser's Wall Street Week , which was must-watch TV if you were an investment nerd. CNBC wouldn't come on the air until the spring of 1989. Morningstar - 2020 Now roughly 60% of the money in the market is passively managed via stock index funds and on what I call "autopilot." With current market caps, that means almost 15 cents of every dollar going into these huge index funds gets funneled into only two stocks: NVIDIA Corp. ( NVDA ) and Alphabet ( GOOG ). This is great as long as the top 10 largest stocks in the market, which now account for approximately 40%...
Canadian Silver Hunter ( AGH.H:CA ) intends to complete a non-brokered private placement financing of up to 7.14M units at a price of $0.07 per unit for aggregate gross proceeds of up to $500,000. Each unit shall be comprised of one common share in the capital of the company and one common share purchase warrant. Each warrant will entitle the holder thereof to purchase one common share at a price ...
Canadian Silver Hunter ( AGH.H:CA ) intends to complete a non-brokered private placement financing of up to 7.14M units at a price of $0.07 per unit for aggregate gross proceeds of up to $500,000. Each unit shall be comprised of one common share in the capital of the company and one common share purchase warrant. Each warrant will entitle the holder thereof to purchase one common share at a price of $0.10 for a period of twelve (12) months from the closing date of the offering. Source: Press Release More on Canadian Silver Hunter Inc. Seeking Alpha’s Quant Rating on Canadian Silver Hunter Inc. Financial information for Canadian Silver Hunter Inc.
Microsoft fell after reporting earnings despite record results. Last year, I predicted that Microsoft (MSFT 1.52%) would hit an all-time high even after a brutal tariff-induced sell-off in April 2025. Microsoft reached an all-time high of $555.45 per share in late October. But Microsoft is now hovering around an eight-month low, with the stock falling 10.5% after reporting its second-quarter fisca...
Microsoft fell after reporting earnings despite record results. Last year, I predicted that Microsoft (MSFT 1.52%) would hit an all-time high even after a brutal tariff-induced sell-off in April 2025. Microsoft reached an all-time high of $555.45 per share in late October. But Microsoft is now hovering around an eight-month low, with the stock falling 10.5% after reporting its second-quarter fiscal 2026 earnings on Jan. 28. Here's why Microsoft has been under pressure even as the S&P 500 continues to make new all-time highs, and whether the stock can recover in 2026. AI spending is overshadowing Microsoft's record results Microsoft's cloud business is booming -- raking in over $50 billion in revenue in its latest quarter. In total, Microsoft's revenue soared 17%, operating income was up 21%, and adjusted diluted earnings per share (EPS) jumped 24%. It was a blowout quarter for Microsoft, but investors may be concerned about the path to profitability of Microsoft's artificial intelligence (AI) investments. Microsoft spent a mind-numbing $37.5 billion on capital expenditures (capex) in the quarter -- two-thirds of which was on short-lived assets like graphics processing units (GPUs) and central processing units (CPUs). For context, Microsoft's fiscal 2025 capex was $64.6 billion, fiscal 2024 was $44.5 billion, and fiscal 2023 was $28.1 billion. That means Microsoft's present-day quarterly capex is higher than its annual capex from less than four years ago. Part of the reason for the spending increase is that Microsoft is rapidly investing in AI infrastructure and its own custom AI chip -- called Maia 200. "At the silicon layer, we have Nvidia and AMD and our own Maia chips delivering the best all-up fleet performance, cost, and supply across multiple generations of hardware," said Microsoft CEO Satya Nadella on the company's January earnings call. Microsoft added 1 gigawatt of data center capacity in its latest quarter and plans to scale Maia for AI workloads -- which...
Key Points Capital expenditures are growing far faster than revenue and earnings. Microsoft's AI bets are bold, but calculated. Microsoft can afford to ramp up AI spending without compromising its financial health. 10 stocks we like better than Microsoft › Last year, I predicted that Microsoft (NASDAQ: MSFT) would hit an all-time high even after a brutal tariff-induced sell-off in April 2025. Micr...
Key Points Capital expenditures are growing far faster than revenue and earnings. Microsoft's AI bets are bold, but calculated. Microsoft can afford to ramp up AI spending without compromising its financial health. 10 stocks we like better than Microsoft › Last year, I predicted that Microsoft (NASDAQ: MSFT) would hit an all-time high even after a brutal tariff-induced sell-off in April 2025. Microsoft reached an all-time high of $555.45 per share in late October. But Microsoft is now hovering around an eight-month low, with the stock falling 10.5% after reporting its second-quarter fiscal 2026 earnings on Jan. 28. 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 » Here's why Microsoft has been under pressure even as the S&P 500 continues to make new all-time highs, and whether the stock can recover in 2026. AI spending is overshadowing Microsoft's record results Microsoft's cloud business is booming -- raking in over $50 billion in revenue in its latest quarter. In total, Microsoft's revenue soared 17%, operating income was up 21%, and adjusted diluted earnings per share (EPS) jumped 24%. It was a blowout quarter for Microsoft, but investors may be concerned about the path to profitability of Microsoft's artificial intelligence (AI) investments. Microsoft spent a mind-numbing $37.5 billion on capital expenditures (capex) in the quarter -- two-thirds of which was on short-lived assets like graphics processing units (GPUs) and central processing units (CPUs). For context, Microsoft's fiscal 2025 capex was $64.6 billion, fiscal 2024 was $44.5 billion, and fiscal 2023 was $28.1 billion. That means Microsoft's present-day quarterly capex is higher than its annual capex from less than four years ago. Part of the reason for the spending increase is that Microsoft is rapidly investing in AI infrastructure and its own custom AI chip -- called Maia 200. "At the silicon layer, we have Nvidia a...
Palantir $PLTR has spent the better part of a decade being argued about. Is it a government contractor with great marketing, or is it a software company that happens to sell to governments? Is it early, or is it already priced like the ending? Monday, Palantir showed up to earnings looking like a company that knows it’s being priced like a prophecy — and then decided to act accordingly. Growth was...
Palantir $PLTR has spent the better part of a decade being argued about. Is it a government contractor with great marketing, or is it a software company that happens to sell to governments? Is it early, or is it already priced like the ending? Monday, Palantir showed up to earnings looking like a company that knows it’s being priced like a prophecy — and then decided to act accordingly. Growth was fast. Profits were real. And the story the company told about where its momentum is coming from lined up neatly with the results. The stock has spent the last year training the market to expect a sturdy drumbeat of “AI, AI, AI — but in production,” and this quarter’s release leaned into the same premise: customers are signing, deployments are expanding, and the business is throwing off real cash. Fourth-quarter revenue came in at $1.4 billion, up 70% year over year and 19% quarter over quarter, with GAAP EPS of $0.24 and adjusted EPS of $0.25. GAAP operating income was $575 million for a 41% margin, and GAAP net income was $609 million for a 43% margin — the kind of profitability that tends to quiet the nice-demo crowd for at least a few hours. Investors treated it like a clean beat-and-raise, with shares jumping about 7% in extended trading. The outlook is above what Wall Street had penciled in (consensus revenue around $1.33 billion and adjusted EPS of $0.23), and the stock moved like the forecast did more work than the quarter itself. The topline beat is straightforward, but the more interesting part is where the strength is coming from. Palantir put the U.S. front and center, with commercial adoption called out as the headline driver — the section of the company that has historically been treated as “nice if it happens." U.S. revenue rose 93% to $1.1 billion, with U.S. commercial revenue up 137% to $507 million and U.S. government revenue up 66% to $570 million. The market has been waiting to see whether Palantir ’s commercial push can keep compounding, and not merely ...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT A Waymo vehicle exits a charging lot on Jan. 15, 2026 in Austin, Texas. Brandon Bell | Getty Images Alphabet 's self-driving car unit Waymo on Monday said it raised a $16 billion funding round that values the company at $126 billion "post-money." The new valuation is more than double from Waymo's last funding . That was a series...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT A Waymo vehicle exits a charging lot on Jan. 15, 2026 in Austin, Texas. Brandon Bell | Getty Images Alphabet 's self-driving car unit Waymo on Monday said it raised a $16 billion funding round that values the company at $126 billion "post-money." The new valuation is more than double from Waymo's last funding . That was a series C round of $5.6 billion at a $45 billion valuation, which closed in October 2024. Alphabet committed $5 billion in a multiyear investment to Waymo at the time. "This milestone is built on a foundation of safety that is now statistically superior to human driving," Waymo co-CEOs Tekedra Mawakana and Dmitri Dolgov wrote in a blog post . "We are no longer proving a concept; we are scaling a commercial reality." CNBC previously reported that the Google sister company was set to raise at least $15 billion at a valuation of $110 billion. The latest funding round was led by Alphabet alongside previous backers, including Andreessen Horowitz, Fidelity, Perry Creek, Silver Lake, Tiger Global and T. Rowe Price. The new round includes additional investors such as Dragoneer Investment Group, DST Global, Sequoia Capital, Kleiner Perkins and Alphabet-owned investment firm GV. Alphabet itself is the "majority investor," according to the blog. The new capital will help the company move "with unprecedented velocity, while maintaining our industry-leading safety standards," Waymo said. "Our focus is now on global scale, bringing the safety and magic of the Waymo Driver to even more cities this year across the United States and international." WATCH: 2025: The year that the robotaxi went mainstream with Waymo leading the pack watch now VIDEO 8:30 08:30 2025: The year that the robotaxi went mainstream with Waymo leading the pack Tech