More on Archer-Daniels-Midland Archer-Daniels-Midland: Too Much Policy Risk For A Low-Margin Dividend King Archer-Daniels-Midland Company (ADM) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript Archer-Daniels-Midland: Despite Another Guidance Cut In Q3, It Shows Resilience Archer-Daniels-Midland Non-GAAP EPS of $0.87 beats by $0.07, revenue of $18.56B misses by $2.5B A...
More on Archer-Daniels-Midland Archer-Daniels-Midland: Too Much Policy Risk For A Low-Margin Dividend King Archer-Daniels-Midland Company (ADM) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript Archer-Daniels-Midland: Despite Another Guidance Cut In Q3, It Shows Resilience Archer-Daniels-Midland Non-GAAP EPS of $0.87 beats by $0.07, revenue of $18.56B misses by $2.5B Archer-Daniels-Midland Q4 2025 Earnings Preview
Key Points Medicare costs often catch retirees off guard. Signing up late could leave you paying more for Medicare for life. Make sure you understand when you're supposed to enroll, and when you have the leeway to delay enrollment without a penalty. The $23,760 Social Security bonus most retirees completely overlook › One of the biggest financial shocks retired Americans tend to face is healthcare...
Key Points Medicare costs often catch retirees off guard. Signing up late could leave you paying more for Medicare for life. Make sure you understand when you're supposed to enroll, and when you have the leeway to delay enrollment without a penalty. The $23,760 Social Security bonus most retirees completely overlook › One of the biggest financial shocks retired Americans tend to face is healthcare costs. A lot of people incorrectly assume that health coverage through Medicare is free, only to realize there are numerous out-of-pocket costs involved. Some of those costs relate to deductibles and coinsurance. But Medicare Part B also charges a monthly premium that tends to increase from year to year. 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 » Worse yet, some enrollees get stuck paying surcharges on their Part B coverage for signing up for Medicare late. Here's how to ensure that the same thing doesn't happen to you. Know when to sign up for Medicare If you sign up for Medicare during your initial enrollment period, you won't have to worry about a late enrollment penalty. Your initial enrollment period starts three months before the month of your 65th birthday and ends three months after that month. However, it doesn't always pay to sign up for Medicare during your initial enrollment period. It may be that you're still working, or that a spouse of yours is still working, and you have coverage through a workplace health plan. In that case, why pay a monthly premium for Medicare B when you don't need to? Of course, what some people might do in that situation is sign up for Medicare Part A only during their initial enrollment period, since Part A doesn't charge a monthly premium. But even that doesn't always make sense. Enrolling in any part of Medicare renders you ineligible to contribute to a health savings account. These accounts offer huge tax ...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 22, Phillip Securities started covering Palantir Technologies Inc. (NASDAQ:PLTR), giving the stock a Buy rating and setting the price target at $208. Phillip Securities noted that the stock could move higher as the company’s fundamentals improve and its total addressable market continues ...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 22, Phillip Securities started covering Palantir Technologies Inc. (NASDAQ:PLTR), giving the stock a Buy rating and setting the price target at $208. Phillip Securities noted that the stock could move higher as the company’s fundamentals improve and its total addressable market continues to grow. According to the research firm, Palantir Technologies Inc. (NASDAQ:PLTR) has “just” captured 2.4% of its $119 billion total addressable market estimated in 2020. With the company’s AI software growing at more than 25% a year, Phillip Securities noted that the addressable market has probably expanded, which supports “significant upside” for the stock. Is Palantir (PLTR) One of the Best AI Software Stocks to Buy? Earlier, on January 6, Truist Securities also initiated coverage of Palantir Technologies Inc. (NASDAQ:PLTR), giving it a Buy rating and a price target of $223. The firm noted that the stock trades at a high valuation but highlighted the company’s strong opportunity to help governments and enterprises adopt generative AI. Truist Securities pointed to improving momentum supported by the launch of Palantir Technologies Inc.’s (NASDAQ:PLTR) Artificial Intelligence Platform (AIP). In its initiation report, the research firm described Palantir Technologies Inc. (NASDAQ:PLTR) as a “best-in-class AI asset.” Palantir Technologies Inc. (NASDAQ:PLTR) is an American software company that specializes in big data analytics and AI platforms. The company serves key government and commercial enterprises. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Most Profita...
Autoliv develops advanced safety systems for global automakers, supplying airbags, seatbelts, and related technologies worldwide. On February 2, Tweedy, Browne Co disclosed in an SEC filing that it sold 31,740 shares of Autoliv (ALV 0.62%), an estimated $3.79 million trade based on quarterly average pricing. What happened In an SEC filing dated February 2, Connecticut-based financial planner Tweed...
Autoliv develops advanced safety systems for global automakers, supplying airbags, seatbelts, and related technologies worldwide. On February 2, Tweedy, Browne Co disclosed in an SEC filing that it sold 31,740 shares of Autoliv (ALV 0.62%), an estimated $3.79 million trade based on quarterly average pricing. What happened In an SEC filing dated February 2, Connecticut-based financial planner Tweedy, Browne reported selling 31,740 shares of Autoliv during the fourth quarter. The estimated transaction value was $3.79 million, calculated using the average unadjusted closing price for the period. The reduction brought the stake to 400,924 shares at quarter’s end. The value of the fund’s Autoliv position dropped by $5.84 million, reflecting both the sale and market movement over the quarter. What else to know Tweedy, Browne’s stake in Autoliv now represents 3.84% of its $1.24 billion reportable U.S. equity AUM. Top holdings after the filing: NASDAQ: IONS: $195.00 million (15.8% of AUM) NYSE: CNH: $186.07 million (15.0% of AUM) NYSE: KOF: $112.59 million (9.1% of AUM) UNK: BRK-A: $108.69 million (8.8% of AUM) NASDAQ: GOOGL: $62.46 million (5.0% of AUM) As of February 2, ALV shares were priced at $120.49, up 32.0% over the past year and outperforming the S&P 500 by 12.78 percentage points. Company overview Metric Value Revenue (TTM) $10.81 billion Net Income (TTM) $735.00 million Dividend Yield 2.59% Price (as of market close 2/2/26) $120.49 Company snapshot Autoliv develops and manufactures passive safety systems, including airbags, seatbelts, steering wheels, inflator technologies, and pedestrian protection solutions. The company generates revenue through the sale of safety system modules and components to automotive manufacturers worldwide, with a focus on both OEM supply contracts and ongoing product innovation. It serves global automotive OEMs as primary customers, targeting major car manufacturers across Europe, the Americas, and Asia. Autoliv, Inc. is a leading supp...
Oracle Corporation (NYSE:ORCL) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 23, Morgan Stanley reduced its price target on Oracle Corporation (NYSE:ORCL) from $320 to $213 and kept its Equalweight rating. Morgan Stanley pointed to worries about the company’s GPU-as-a-Service (GPUaaS) business. The firm believes that this represents a significant opportunity for Oracle Corp...
Oracle Corporation (NYSE:ORCL) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 23, Morgan Stanley reduced its price target on Oracle Corporation (NYSE:ORCL) from $320 to $213 and kept its Equalweight rating. Morgan Stanley pointed to worries about the company’s GPU-as-a-Service (GPUaaS) business. The firm believes that this represents a significant opportunity for Oracle Corporation (NYSE:ORCL). However, the buildout could push the company’s earnings per share below its targets. The research firm warned that the GPUaaS expansion is expected to drive “materially higher funding needs.” Morgan Stanley sees a “balanced risk/reward” profile for Oracle Corporation (NYSE:ORCL) and noted that these risks are already reflected in the current share price. Morgan Stanley and RBC Capital Lower Oracle (ORCL) Price Targets Previously, on January 5, RBC Capital lowered the price target on Oracle Corporation (NYSE:ORCL) from $250 to $195 and maintained its Sector Perform rating. According to the firm, 2026 is likely to be a year when the benefits of AI become clearer for companies that are well-positioned to benefit from enterprise AI adoption. However, RBC Capital noted that companies that are less prepared could continue to face pressure because of the “AI is the death of software” narrative. Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry’s broadest and deepest suites of AI-powered cloud applications. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Most Profitable Cheap Stocks to...
Oracle Corporation (NYSE:ORCL) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 23, Morgan Stanley reduced its price target on Oracle Corporation (NYSE:ORCL) from $320 to $213 and kept its Equalweight rating. Morgan Stanley pointed to worries about the company’s GPU-as-a-Service (GPUaaS) business. The firm believes that this represents a significant opportunity for Oracle Corp...
Oracle Corporation (NYSE:ORCL) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 23, Morgan Stanley reduced its price target on Oracle Corporation (NYSE:ORCL) from $320 to $213 and kept its Equalweight rating. Morgan Stanley pointed to worries about the company’s GPU-as-a-Service (GPUaaS) business. The firm believes that this represents a significant opportunity for Oracle Corporation (NYSE:ORCL). However, the buildout could push the company’s earnings per share below its targets. The research firm warned that the GPUaaS expansion is expected to drive “materially higher funding needs.” Morgan Stanley sees a “balanced risk/reward” profile for Oracle Corporation (NYSE:ORCL) and noted that these risks are already reflected in the current share price. Morgan Stanley and RBC Capital Lower Oracle (ORCL) Price Targets Previously, on January 5, RBC Capital lowered the price target on Oracle Corporation (NYSE:ORCL) from $250 to $195 and maintained its Sector Perform rating. According to the firm, 2026 is likely to be a year when the benefits of AI become clearer for companies that are well-positioned to benefit from enterprise AI adoption. However, RBC Capital noted that companies that are less prepared could continue to face pressure because of the “AI is the death of software” narrative. Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry’s broadest and deepest suites of AI-powered cloud applications. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Most Profitable Cheap Stocks to...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Raymond James reduced its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $580 and kept its Outperform rating after the company released its fiscal 2026 second-quarter results. The firm pointed out that Azure growth and guidance were about one percentage point less than wh...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Raymond James reduced its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $580 and kept its Outperform rating after the company released its fiscal 2026 second-quarter results. The firm pointed out that Azure growth and guidance were about one percentage point less than what investors had expected. Raymond James noted that Microsoft Corporation’s (NASDAQ:MSFT) Azure growth is being held back by the company’s own decisions to direct resources toward first-party applications and services and internal research and development efforts. Analysts Cut Microsoft (MSFT) Price Targets Pixabay/Public Domain Also on January 29, Piper Sandler cut its price target on Microsoft Corporation (NASDAQ:MSFT) from $650 to $600 and maintained an Overweight rating. The firm noted that the company is still focusing on its broader platform, allocating capacity across Azure, first-party applications, and internal research and development instead of focusing only on Azure growth. Piper Sandler believes that demand for Microsoft Corporation’s (NASDAQ:MSFT) services is still exceeding supply, with Azure’s growth reflecting the capacity that the company has allocated rather than end customer demand. The firm also noted that Microsoft Corporation (NASDAQ:MSFT) is increasingly directing capital toward short-lived assets like GPUs and CPUs to deal with near-term capacity limits. Piper Sandler is still positive on the company and highlighted strong commercial remaining performance obligation growth of $625 billion including OpenAI, which is an increase of 110%. The research firm believes Microsoft Corporation (NASDAQ:MSFT) is in a good position to benefit from additional AI-related workloads. Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets softwa...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Raymond James reduced its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $580 and kept its Outperform rating after the company released its fiscal 2026 second-quarter results. The firm pointed out that Azure growth and guidance were about one percentage point less than wh...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Raymond James reduced its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $580 and kept its Outperform rating after the company released its fiscal 2026 second-quarter results. The firm pointed out that Azure growth and guidance were about one percentage point less than what investors had expected. Raymond James noted that Microsoft Corporation’s (NASDAQ:MSFT) Azure growth is being held back by the company’s own decisions to direct resources toward first-party applications and services and internal research and development efforts. Analysts Cut Microsoft (MSFT) Price Targets Pixabay/Public Domain Also on January 29, Piper Sandler cut its price target on Microsoft Corporation (NASDAQ:MSFT) from $650 to $600 and maintained an Overweight rating. The firm noted that the company is still focusing on its broader platform, allocating capacity across Azure, first-party applications, and internal research and development instead of focusing only on Azure growth. Piper Sandler believes that demand for Microsoft Corporation’s (NASDAQ:MSFT) services is still exceeding supply, with Azure’s growth reflecting the capacity that the company has allocated rather than end customer demand. The firm also noted that Microsoft Corporation (NASDAQ:MSFT) is increasingly directing capital toward short-lived assets like GPUs and CPUs to deal with near-term capacity limits. Piper Sandler is still positive on the company and highlighted strong commercial remaining performance obligation growth of $625 billion including OpenAI, which is an increase of 110%. The research firm believes Microsoft Corporation (NASDAQ:MSFT) is in a good position to benefit from additional AI-related workloads. Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets softwa...
This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM) is set to post fiscal first-quarter results after the close on Wednesday, with investors watching demand trends across handsets, autos, and connected devices. Shares are down about 12% year to date as smartphone growth slowed and Apple (AAPL) moved toward in-house modems. Wall Street expects earnings per share of $3.39, down about 0....
This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM) is set to post fiscal first-quarter results after the close on Wednesday, with investors watching demand trends across handsets, autos, and connected devices. Shares are down about 12% year to date as smartphone growth slowed and Apple (AAPL) moved toward in-house modems. Wall Street expects earnings per share of $3.39, down about 0.6% from a year earlier, while revenue is seen rising about 4% to $12.16 billion. The chipmaker earns most of its revenue from its Qualcomm CDMA Technologies unit, which sells processors and radio chips, and from its Qualcomm Technology Licensing arm, which collects royalties on wireless patents. Management is likely to address whether auto and Internet-of-Things sales can offset softer handset volumes and ongoing uncertainty tied to Apple's modem strategy. RBC Capital Markets recently began coverage with a "Hold" rating, citing muted growth and limited exposure to data center artificial intelligence. Mizuho Securities kept a "Hold" view and cut its price target, pointing to a projected 4% drop in global handset shipments and possible memory shortages later in 2026. Qualcomm has said new products and non-Apple customers have driven longer-term growth, though analysts say meaningful AI-related revenue may take time to develop.
Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders gripped by fears about the destruction to be wrought by artificial intelligence. “We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza , who works on the equity trading desk at Jefferies. “Trading is very much ‘get me...
Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders gripped by fears about the destruction to be wrought by artificial intelligence. “We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza , who works on the equity trading desk at Jefferies. “Trading is very much ‘get me out’ style selling.” The issue was underscored last week, when a historic selloff in shares of Microsoft Corp. showed that even the biggest names aren’t immune from the pressure. In addition, Take-Two Interactive Software Inc. posted its worst week since November 2022 after plummeting 10% alongside other video-game stocks after Alphabet Inc. began to roll out Project Genie, which can create immersive worlds with text or image prompts. Perceived risks to the software industry have been piling up. The January release of a new AI tool from startup Anthropic has supercharged the disruption fears, with its latest tool for the firm’s in-house lawyers sending shares of legal software companies tumbling on Tuesday. The S&P North American software index is on a three-week losing streak that pushed it to a 15% drop in January, its biggest monthly decline since October 2008. “I ask clients, ‘what’s your hold-your-nose level?’ and even with all the capitulation, I haven’t heard any conviction on where that is,” Favuzza said. “People are just selling everything and don’t care about the price.” So far this earnings season, just 71% of software companies in the S&P 500 have beaten revenue expectations, according to data compiled by Bloomberg. That compares to 85% for the overall tech sector. While all software stocks have beaten earnings expectations, that’s mattered little in the face of concerns about long-term prospects. Read more: ‘No Reasons to Own’: Software Stocks Sink on Fear of New AI Tool For example, Microsoft reported solid earnings on Wednesday, but investors’ focus on slowi...
Bloomberg Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders gripped by fears about the destruction to be wrought by artificial intelligence. “We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza, who works on the equity trading desk at Jefferies. “Trading is very muc...
Bloomberg Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders gripped by fears about the destruction to be wrought by artificial intelligence. “We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza, who works on the equity trading desk at Jefferies. “Trading is very much ‘get me out’ style selling.” Most Read from Bloomberg The issue was underscored last week, when a historic selloff in shares of Microsoft Corp. showed that even the biggest names aren’t immune from the pressure. In addition, Take-Two Interactive Software Inc. posted its worst week since November 2022 after plummeting 10% alongside other video-game stocks after Alphabet Inc. began to roll out Project Genie, which can create immersive worlds with text or image prompts. Perceived risks to the software industry have been piling up. The January release of a new AI tool from startup Anthropic has supercharged the disruption fears, with its latest tool for the firm’s in-house lawyers sending shares of legal software companies tumbling on Tuesday. The S&P North American software index is on a three-week losing streak that pushed it to a 15% drop in January, its biggest monthly decline since October 2008. “I ask clients, ‘what’s your hold-your-nose level?’ and even with all the capitulation, I haven’t heard any conviction on where that is,” Favuzza said. “People are just selling everything and don’t care about the price.” So far this earnings season, just 71% of software companies in the S&P 500 have beaten revenue expectations, according to data compiled by Bloomberg. That compares to 85% for the overall tech sector. While all software stocks have beaten earnings expectations, that’s mattered little in the face of concerns about long-term prospects. For example, Microsoft reported solid earnings on Wednesday, but investors’ focus on slowing growth in cloud sales put fresh scrutin...
Khanchit Khirisutchalual/iStock via Getty Images “In Fed we trust. No, not that Fed, the other one.” — Michael J. McKinnon What a great quarter for equities. What a great year. What a good time to reflect on the strange way that we got here. One of the most humbling aspects of managing money and of having a public platform is that our misjudgments and our mistakes are a matter of public record. In...
Khanchit Khirisutchalual/iStock via Getty Images “In Fed we trust. No, not that Fed, the other one.” — Michael J. McKinnon What a great quarter for equities. What a great year. What a good time to reflect on the strange way that we got here. One of the most humbling aspects of managing money and of having a public platform is that our misjudgments and our mistakes are a matter of public record. In our Q2 letter, we wrote that the recently announced “Liberation Day” tariffs were likely to have a meaningfully negative economic impact. How could they not? A massive tax had just been imposed on trade flows, and we felt pretty confident the economy would slow down. To quote ourselves: “As currently released, the tariffs will likely do meaningful damage to the country. Inflation will rise. Consumers will feel immediately poorer. Small businesses will fail. We will likely have a recession.” Oops. As it turns out, the economy hasn’t shown much impact from the tariffs at all, either in the inflation or growth data. At least not that we can discern. GDP in Q3 grew at an annualized rate of more than 4%. Also, the sources of GDP growth sent some encouraging signals, though there are questions about the quality of the data in that report, given the government shutdown. At any rate, the growth was better than expected and accelerated from the prior quarter. Europe seems to have taken the tariffs in stride as well. Using Germany as a general proxy for Europe, GDP has been basically flat in the first three quarters of the year. (Of greater concern for Europe is the fact that eurozone GDP has grown barely half a percent a year since 2008. But that is a whole different conversation.) Opinions vary as to why the tariffs haven’t done much damage. Some say the impact is merely delayed. And there is, of course, the counterfactual argument: What would have happened had there not been tariffs? We won’t go there. Stocks have roared. The S&P 500® Index returned 3% for the quarter and 18% for...
Former UK Cabinet Minister Accused Of Leaking Bombshell Financial Data To Epstein Former U.K. Cabinet minister Peter Mandelson - who was fired last September from his new role as ambassador to the United States due to his ties to Jeffrey Epstein - is facing mounting political and legal pressure following disclosures that he may have shared market-sensitive government information with Epstein durin...
Former UK Cabinet Minister Accused Of Leaking Bombshell Financial Data To Epstein Former U.K. Cabinet minister Peter Mandelson - who was fired last September from his new role as ambassador to the United States due to his ties to Jeffrey Epstein - is facing mounting political and legal pressure following disclosures that he may have shared market-sensitive government information with Epstein during the global financial crisis. Keir Starmer, right, with Peter Mandelson, left. The prime minister is likely to face renewed questions over his judgment in appointing Mandelson as US ambassador. Documents released Friday by the U.S. Department of Justice as part of the so-called Epstein files appear to show that Mandelson, then business secretary in the Labour government of Prime Minister Gordon Brown, forwarded confidential policy discussions and draft plans to the disgraced financier while the government was grappling with the collapse of global credit markets. As the Guardian notes, emails forwarded to Epstein from the very top of the UK government include: A confidential UK government document outlining £20bn in asset sales. Mandelson claiming he was “trying hard” to change government policy on bankers’ bonuses. An imminent bailout package for the euro the day before it was announced in 2010. A suggestion that the JPMorgan boss “mildly threaten” the chancellor. Epstein asked Mandelson to confirm a €500bn bailout – which the then business secretary said would be announced that evening. The following day, Mandelson also appeared to give Epstein an early tipoff about Gordon Brown’s resignation. The revelations have prompted Prime Minister Keir Starmer to order an investigation by the cabinet secretary and to demand that Mandelson resign from the House of Lords. Brown has separately asked the cabinet secretary, Chris Wormald, to investigate the alleged disclosures. Opposition parties have escalated the matter further. The Scottish National Party and Reform UK have reported ...
EQT AB is weighing a sale of its stake in software as a service provider Thinkproject, people familiar with the matter said. The Swedish investment firm is working with Arma Partners LLP to guage potential interest in Thinkproject, the people said, asking not to be identified discussing confidential information. A deal could value Thinkproject at as much as €1.5 billion ($1.8 billion), one of the ...
EQT AB is weighing a sale of its stake in software as a service provider Thinkproject, people familiar with the matter said. The Swedish investment firm is working with Arma Partners LLP to guage potential interest in Thinkproject, the people said, asking not to be identified discussing confidential information. A deal could value Thinkproject at as much as €1.5 billion ($1.8 billion), one of the people said. Deliberations are ongoing and there’s no certainty they’ll result in a sale, the people said. A representative EQT declined to comment. A spokesperson for Arma didn’t respond to requests for comment. Thinkproject provides software that helps companies in a range of sectors manage costs, contracts, assets and other critical workflows. EQT acquired its stake in the company from TA Associates in 2020 for an undisclosed amount. Private equity firms like SaaS providers because they often come with loyal client bases that deliver stable, recurring revenue. Thinkproject’s more than 3,000 customers include German carmarker Audi, French utility Électricité de France SA and the UK’s Network Rail, its website shows.
Shares of Palantir Technologies (PLTR-Q) jumped 11.5 per cent in premarket trading on Tuesday as investors bet on the company’s military-grade artificial intelligence tools and services after it posted a surge in quarterly sales, helped by rising U.S. defense spending. Denver-based Palantir’s shares have risen 1,700 per cent over the past three years, making it one of the best-performing AI st...
Shares of Palantir Technologies (PLTR-Q) jumped 11.5 per cent in premarket trading on Tuesday as investors bet on the company’s military-grade artificial intelligence tools and services after it posted a surge in quarterly sales, helped by rising U.S. defense spending. Denver-based Palantir’s shares have risen 1,700 per cent over the past three years, making it one of the best-performing AI stocks. The company, founded by tech billionaire Peter Thiel, with the CIA as one of its early backers, said on Monday that revenue derived from the U.S. government jumped 66 per cent in the fourth quarter to US$570-million, helping lift total sales to US$1.41-billion, above analysts’ estimates of US$1.33-billion. The data analytics firm forecast first-quarter sales above estimates and flagged a sharp surge in sales in 2026, driven in part by government contracts. “We believe that the growing political tailwinds for reindustrialization and the strengthening of American supply chains provide a fertile backdrop for greenfield deployments of Palantir’s efficiency-driving software,” Morningstar analysts said. Palantir’s shares have fallen nearly 17 per cent this year, as investors remain wary of the company’s high valuation including a forward price-to-earnings ratio of 130.77. The company will need to maintain its impressive performance to justify its current pricing, especially as future growth comparisons become more challenging, analysts at Jefferies said. CEO Alex Karp defended its surveillance technology, emphasizing it has safeguards to prevent government overreach. He said the company was “supporting in a critical manner, some of the most interesting, intricate, unusual operations that the U.S. government has been involved in,” but did not specify which government programs Palantir was involved in. Karp’s statement comes amid increased scrutiny on companies associated with U.S. Immigration and Customs Enforcement (ICE) as Americans have retaliated against ICE’s ...
Good morning . Donald Trump wants $1 billion from Harvard. Palantir’s results help push stocks higher. And why avocado prices are dropping just in time for Super Bowl guacamole. Listen to the day’s top stories . S&P 500 Futures 7,015 +0.18% Nasdaq 100 Futures 25,973 +0.48% Bloomberg Dollar Spot Index 1,190.18 -0.13% Donald Trump said he’s seeking $1 billion in “damages” from Harvard University. It...
Good morning . Donald Trump wants $1 billion from Harvard. Palantir’s results help push stocks higher. And why avocado prices are dropping just in time for Super Bowl guacamole. Listen to the day’s top stories . S&P 500 Futures 7,015 +0.18% Nasdaq 100 Futures 25,973 +0.48% Bloomberg Dollar Spot Index 1,190.18 -0.13% Donald Trump said he’s seeking $1 billion in “damages” from Harvard University. It’s not clear under what authority Trump is seeking the cash, and what damage he’s referring to exactly. In fact, his latest threat came after the New York Times reported his administration had backed off demands for $200 million to satisfy accusations of wrongdoing by the Ivy League institution. Harvard sued the government twice and won a court victory in September when a federal judge ruled that the US illegally halted research funding. Palantir shares jumped in premarket trading after it forecast 2026 revenues that topped analyst expectations . The results provided a wider boost for tech shares, which are leading US futures higher this morning. The data analytics firm has attracted criticism for its role in assisting Trump’s deportation of immigrants. Palantir has long supplied services to US Immigration and Customs Enforcement, enabling officials to build dossiers on individuals. CEO and co-founder Alexander Karp described the results as “a cosmic reward” for the company’s supporters. Republican opposition to Trump’s deal with Democrats to end the partial government shutdown began to crumble late Monday, clearing the way to a vote later today. The accord would fund most agencies through September, and the Department of Homeland Security through Feb. 13, while both parties negotiate changes to enforcement policies . Already signs of movement are emerging, with Kristi Noem saying that “every officer” in the field in Minneapolis will wear a body camera . Minnesota Loses Bid to Force US to Preserve Pretti Evidence Read the Story Former President Bill Clinton and his wife Hil...
More on Merck Merck Chooses Evolution Over Revolution - At Proposed Price, I'm Not Surprised 44th Annual J.P. Morgan Healthcare Conference Merck & Co., Inc. (MRK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Merck Non-GAAP EPS of $2.04 beats by $0.03, revenue of $16.4B beats by $190M FDA launches PreCheck program to assist in building pharma plants
More on Merck Merck Chooses Evolution Over Revolution - At Proposed Price, I'm Not Surprised 44th Annual J.P. Morgan Healthcare Conference Merck & Co., Inc. (MRK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Merck Non-GAAP EPS of $2.04 beats by $0.03, revenue of $16.4B beats by $190M FDA launches PreCheck program to assist in building pharma plants
Apollo Global Management’s John Zito left the audience of investors stunned. Addressing a gathering in Toronto last fall, he said that the real threat for private capital markets wasn’t tariffs, inflation or a prolonged period of elevated interest rates. Rather, he said, “the real risk is — is software dead?” Zito’s comments, being reported for the first time, marked a forthright challenge to one ...
Apollo Global Management’s John Zito left the audience of investors stunned. Addressing a gathering in Toronto last fall, he said that the real threat for private capital markets wasn’t tariffs, inflation or a prolonged period of elevated interest rates. Rather, he said, “the real risk is — is software dead?” Zito’s comments, being reported for the first time, marked a forthright challenge to one of private equity’s most entrenched assumptions. For years, investors have funneled hundreds of billions into software businesses, banking on steady growth and resilient, recurring revenues. But the artificial intelligence revolution is now testing that foundation. As worries mount, firms including Arcmont Asset Management and Hayfin Capital Management have hired consultants to check their portfolios for businesses that could be vulnerable, according to people with knowledge of the matter. Apollo cut its private credit funds’ software exposure almost by half in 2025, from about 20% at the start of the year. The uncertainty about the eventual winners and losers is roiling multiple markets. In recent days, Microsoft Corp. shares dropped on concern that its massive outlay on AI won’t bring as big a payoff as once hoped, Blue Owl Capital Inc. revealed huge outflows from a tech-focused fund, and two European software firms put loan deals on ice . While various business models are threatened, software-as-a-service is particularly vulnerable. AI-native firms can often offer quicker and cheaper solutions, meaning companies that once operated in a defensible sector are now at risk of competition from new players. Anthropic’s Claude Code and other “vibe-coding” startups are disrupting traditional SaaS by allowing users with no coding experience to build software. That’s dramatically lowering the programming skill barrier and undermining rigid, one-size-fits-all SaaS products. “Technology private equity, in its current form, is dead,” Isaac Kim , a partner at venture capital firm Ligh...