Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Academy Sports & Outdoors Inc (Symbol: ASO), where a total of 6,258 contracts have traded so far, representing approximately 625,800 underlying shares. That amounts to about 42.2% of ASO's average daily trading volume over the past month of 1.5 million shares. Especially high volume was seen for the $55 strike put option expiring February 13, 2026 , with 2,146 contracts trading so far today, representing approximately 214,600 underlying shares of ASO. Below is a chart showing ASO's trailing twelve month trading history, with the $55 strike highlighted in orange: Hershey Company (Symbol: HSY) options are showing a volume of 7,919 contracts thus far today. That number of contracts represents approximately 791,900 underlying shares, working out to a sizeable 40.5% of HSY's average daily trading volume over the past month, of 2.0 million shares. Especially high volume was seen for the $220 strike call option expiring February 20, 2026, with 1,269 contracts trading so far today, representing approximately 126,900 underlying shares of HSY. Below is a chart showing HSY's trailing twelve month trading history, with the $220 strike highlighted in orange: And Anterix Inc (Symbol: ATEX) saw options trading volume of 1,367 contracts, representing approximately 136,700 underlying shares or approximately 40.5% of ATEX's average daily trading volume over the past month, of 337,710 shares. Particularly high volume was seen for the $30 strike call option expiring August 21, 2026, with 1,325 contracts trading so far today, representing approximately 132,500 underlying shares of ATEX. Below is a chart showing ATEX's trailing twelve month trading history, with the $30 strike highlighted in orange: For the various different available expirations for ASO options, HSY options, or ATEX options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 500 » Al...

Image source: The Motley Fool. Feb. 5, 2026 at 9:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Shawn O'Connell Executive Vice President and Chief Financial Officer — Andrea Funk [Role Unstated/IR] — Lisa Langell Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $919 million, up 1%, driven by a 3% price mix benefit, 2% favorable FX, and a 4% decline in organic volumes. -- $919 million, up 1%, driven by a 3% price mix benefit, 2% favorable FX, and a 4% decline in organic volumes. Adjusted Diluted EPS (Excluding 45X) -- $1.84, up 50%, marking a company record for the third fiscal quarter. -- $1.84, up 50%, marking a company record for the third fiscal quarter. Adjusted Operating Earnings (Excluding 45X) -- $142 million, up $28 million or 34% with a record 11.7% margin, a 290 basis-point rise. -- $142 million, up $28 million or 34% with a record 11.7% margin, a 290 basis-point rise. Adjusted EBITDA (Excluding 45X) -- $125 million, an increase of $29 million or 30%, and a record margin of 13.6%, up 300 basis points. -- $125 million, an increase of $29 million or 30%, and a record margin of 13.6%, up 300 basis points. Free Cash Flow -- $171 million, an increase of $114 million, benefitting from both expanded receivables purchasing and 190% conversion (300% conversion excluding 45X; over 120% otherwise). -- $171 million, an increase of $114 million, benefitting from both expanded receivables purchasing and 190% conversion (300% conversion excluding 45X; over 120% otherwise). Energy Systems Revenue -- $400 million, up 3%, with adjusted operating earnings of $42 million (up 67%) and a 10.5% operating margin, a 400 basis-point improvement. -- $400 million, up 3%, with adjusted operating earnings of $42 million (up 67%) and a 10.5% operating margin, a 400 basis-point improvement. Motive Power Revenue -- $352 million, down 2%, with adjusted operating margin at 14.9%, up 20 basis points, and maintenance-free product sa...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Wells Fargo & Co (Symbol: WFC), where a total of 78,540 contracts have traded so far, representing approximately 7.9 million underlying shares. That amounts to about 43.8% of WFC's average daily trading volume over the past month of 17.9 million shares. Particularly high volume was seen for the $100 strike call option expiring April 17, 2026 , with 24,541 contracts trading so far today, representing approximately 2.5 million underlying shares of WFC. Below is a chart showing WFC's trailing twelve month trading history, with the $100 strike highlighted in orange: SiTime Corp (Symbol: SITM) options are showing a volume of 1,198 contracts thus far today. That number of contracts represents approximately 119,800 underlying shares, working out to a sizeable 43.2% of SITM's average daily trading volume over the past month, of 277,630 shares. Especially high volume was seen for the $280 strike call option expiring February 20, 2026, with 151 contracts trading so far today, representing approximately 15,100 underlying shares of SITM. Below is a chart showing SITM's trailing twelve month trading history, with the $280 strike highlighted in orange: And Viking Therapeutics Inc (Symbol: VKTX) options are showing a volume of 13,638 contracts thus far today. That number of contracts represents approximately 1.4 million underlying shares, working out to a sizeable 42.6% of VKTX's average daily trading volume over the past month, of 3.2 million shares. Particularly high volume was seen for the $26.50 strike call option expiring February 06, 2026, with 2,286 contracts trading so far today, representing approximately 228,600 underlying shares of VKTX. Below is a chart showing VKTX's trailing twelve month trading history, with the $26.50 strike highlighted in orange: For the various different available expirations for WFC options, SITM options, or VKTX options, visit StockOptio...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in DoorDash Inc (Symbol: DASH), where a total of 19,807 contracts have traded so far, representing approximately 2.0 million underlying shares. That amounts to about 49.9% of DASH's average daily trading volume over the past month of 4.0 million shares. Especially high volume was seen for the $205 strike call option expiring February 06, 2026 , with 5,190 contracts trading so far today, representing approximately 519,000 underlying shares of DASH. Below is a chart showing DASH's trailing twelve month trading history, with the $205 strike highlighted in orange: JBT Marel Corp (Symbol: JBTM) saw options trading volume of 2,454 contracts, representing approximately 245,400 underlying shares or approximately 49.4% of JBTM's average daily trading volume over the past month, of 496,690 shares. Especially high volume was seen for the $160 strike call option expiring February 20, 2026, with 1,150 contracts trading so far today, representing approximately 115,000 underlying shares of JBTM. Below is a chart showing JBTM's trailing twelve month trading history, with the $160 strike highlighted in orange: And Timken Co. (Symbol: TKR) options are showing a volume of 4,037 contracts thus far today. That number of contracts represents approximately 403,700 underlying shares, working out to a sizeable 48.9% of TKR's average daily trading volume over the past month, of 825,445 shares. Particularly high volume was seen for the $95 strike call option expiring March 20, 2026, with 1,802 contracts trading so far today, representing approximately 180,200 underlying shares of TKR. Below is a chart showing TKR's trailing twelve month trading history, with the $95 strike highlighted in orange: For the various different available expirations for DASH options, JBTM options, or TKR options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 500 » Also see: The...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Advanced Micro Devices Inc (Symbol: AMD), where a total volume of 809,417 contracts has been traded thus far today, a contract volume which is representative of approximately 80.9 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 191.1% of AMD's average daily trading volume over the past month, of 42.4 million shares. Especially high volume was seen for the $205 strike call option expiring February 06, 2026 , with 28,029 contracts trading so far today, representing approximately 2.8 million underlying shares of AMD. Below is a chart showing AMD's trailing twelve month trading history, with the $205 strike highlighted in orange: GameStop Corp (Symbol: GME) options are showing a volume of 198,150 contracts thus far today. That number of contracts represents approximately 19.8 million underlying shares, working out to a sizeable 181.3% of GME's average daily trading volume over the past month, of 10.9 million shares. Particularly high volume was seen for the $25 strike call option expiring February 06, 2026, with 14,548 contracts trading so far today, representing approximately 1.5 million underlying shares of GME. Below is a chart showing GME's trailing twelve month trading history, with the $25 strike highlighted in orange: And Eli Lilly (Symbol: LLY) saw options trading volume of 53,944 contracts, representing approximately 5.4 million underlying shares or approximately 165.5% of LLY's average daily trading volume over the past month, of 3.3 million shares. Particularly high volume was seen for the $1220 strike call option expiring February 27, 2026, with 1,368 contracts trading so far today, representing approximately 136,800 underlying shares of LLY. Below is a chart showing LLY's trailing twelve month trading history, with the $1220 strike highlighted in orange: For the various diffe...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Roku Inc (Symbol: ROKU), where a total of 18,799 contracts have traded so far, representing approximately 1.9 million underlying shares. That amounts to about 61.7% of ROKU's average daily trading volume over the past month of 3.0 million shares. Particularly high volume was seen for the $105 strike call option expiring March 20, 2026 , with 3,062 contracts trading so far today, representing approximately 306,200 underlying shares of ROKU. Below is a chart showing ROKU's trailing twelve month trading history, with the $105 strike highlighted in orange: Albemarle Corp. (Symbol: ALB) saw options trading volume of 20,142 contracts, representing approximately 2.0 million underlying shares or approximately 55.2% of ALB's average daily trading volume over the past month, of 3.6 million shares. Particularly high volume was seen for the $125 strike put option expiring January 15, 2027, with 4,093 contracts trading so far today, representing approximately 409,300 underlying shares of ALB. Below is a chart showing ALB's trailing twelve month trading history, with the $125 strike highlighted in orange: And Palo Alto Networks, Inc (Symbol: PANW) options are showing a volume of 37,366 contracts thus far today. That number of contracts represents approximately 3.7 million underlying shares, working out to a sizeable 55.1% of PANW's average daily trading volume over the past month, of 6.8 million shares. Particularly high volume was seen for the $162.50 strike put option expiring February 06, 2026, with 3,497 contracts trading so far today, representing approximately 349,700 underlying shares of PANW. Below is a chart showing PANW's trailing twelve month trading history, with the $162.50 strike highlighted in orange: For the various different available expirations for ROKU options, ALB options, or PANW options, visit StockOptionsChannel.com. Today's Most Active Call & Put O...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Phibro Animal Health Corp. (Symbol: PAHC), where a total volume of 1,659 contracts has been traded thus far today, a contract volume which is representative of approximately 165,900 underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 80.4% of PAHC's average daily trading volume over the past month, of 206,335 shares. Especially high volume was seen for the $30 strike put option expiring September 18, 2026 , with 1,232 contracts trading so far today, representing approximately 123,200 underlying shares of PAHC. Below is a chart showing PAHC's trailing twelve month trading history, with the $30 strike highlighted in orange: FMC Corp. (Symbol: FMC) saw options trading volume of 31,312 contracts, representing approximately 3.1 million underlying shares or approximately 77.5% of FMC's average daily trading volume over the past month, of 4.0 million shares. Particularly high volume was seen for the $15 strike call option expiring February 20, 2026, with 12,195 contracts trading so far today, representing approximately 1.2 million underlying shares of FMC. Below is a chart showing FMC's trailing twelve month trading history, with the $15 strike highlighted in orange: And Salesforce Inc (Symbol: CRM) saw options trading volume of 84,628 contracts, representing approximately 8.5 million underlying shares or approximately 76.4% of CRM's average daily trading volume over the past month, of 11.1 million shares. Especially high volume was seen for the $260 strike put option expiring February 20, 2026, with 8,000 contracts trading so far today, representing approximately 800,000 underlying shares of CRM. Below is a chart showing CRM's trailing twelve month trading history, with the $260 strike highlighted in orange: For the various different available expirations for PAHC options, FMC options, or CRM options, ...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in CrowdStrike Holdings Inc (Symbol: CRWD), where a total volume of 46,651 contracts has been traded thus far today, a contract volume which is representative of approximately 4.7 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 160% of CRWD's average daily trading volume over the past month, of 2.9 million shares. Especially high volume was seen for the $405 strike put option expiring February 06, 2026 , with 1,535 contracts trading so far today, representing approximately 153,500 underlying shares of CRWD. Below is a chart showing CRWD's trailing twelve month trading history, with the $405 strike highlighted in orange: Goldman Sachs Group Inc (Symbol: GS) saw options trading volume of 32,900 contracts, representing approximately 3.3 million underlying shares or approximately 134.4% of GS's average daily trading volume over the past month, of 2.4 million shares. Especially high volume was seen for the $850 strike put option expiring February 06, 2026, with 1,376 contracts trading so far today, representing approximately 137,600 underlying shares of GS. Below is a chart showing GS's trailing twelve month trading history, with the $850 strike highlighted in orange: And Qiagen NV (Symbol: QGEN) options are showing a volume of 43,409 contracts thus far today. That number of contracts represents approximately 4.3 million underlying shares, working out to a sizeable 134.3% of QGEN's average daily trading volume over the past month, of 3.2 million shares. Particularly high volume was seen for the $55 strike call option expiring May 15, 2026, with 21,757 contracts trading so far today, representing approximately 2.2 million underlying shares of QGEN. Below is a chart showing QGEN's trailing twelve month trading history, with the $55 strike highlighted in orange: For the various different availab...

Hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and small across Silicon Valley, with software stocks at the epicenter. The spark for the selloff was AI startup Anthropic. Brody Ford explains why. (Source: Bloomberg)

格隆汇2月6日｜现货铂金再度跌破2000美元/盎司关口，日内跌超10%。

Why Qualcomm (QCOM) Shares Are Getting Obliterated Today Finviz

Australia’s biggest companies are on course for an upbeat February results season as a rally in metals prices supercharges earnings in the nation’s key mining sector. Analysts have turned more optimistic on the country’s stock market after years of underperformance against global peers amid profit growth concerns. Earnings expectations for the benchmark S&P/ASX 200 Index have risen about 9% since the end of the August reporting season, returning to the highest level since mid-2023, Bloomberg-compiled data shows. “After an unusually long period of downward pressure on aggregate consensus earnings for the ASX 200, the market now appears to have finally found a trough,” according to Morgan Stanley strategists led by Chris Nicol . The materials sector is the best contributor to the uplift, partly thanks to favorable commodity price signals, they added. Metals from copper to gold have set records in recent months, lifting a sub-gauge of local mining shares up 7.8% this year in anticipation of higher profits. The rally at one point made BHP Group Ltd. the benchmark’s biggest firm by market capitalization. Gold Rebounds Above $5,000 as Historic Retreat Tempts Dip Buyers China’s Metals Mania Sends Copper Soaring Past $14,500 a Ton Australian Lithium Miners Mull Output Growth After Price Rally Mining giants BHP and Rio Tinto Ltd. are heading into the profit season on the back of last month’s strong quarterly production results. The two unveiled pickups in iron ore output in the December quarter, spurring analysts to boost their price targets. BHP reports half-year results on Feb. 17, while Rio delivers annual earnings on Feb. 19. While resources companies have upside, the end of the Reserve Bank’s easing cycle could challenge domestic consumer-facing sectors. The central bank increased its cash rate on Tuesday after judging inflation pressures were persistent enough to warrant renewed restraint. Read More: Australia Becomes First Major Economy to Hike Rates in 2026 The pivot...

However, the following year the two split up, with Hague saying at the time that she "never imagined our story would end, especially not this way".

Why Palantir Technologies (PLTR) Shares Are Sliding Today Finviz

比特币重挫，跌破6.5万美元，杠杆押注解除及整体市场动荡加剧抛售，唐纳德·特朗普胜选引发的那一波加密货币投机行情所带来的涨幅已全部抹掉。 周四，比特币一度跌11%，报64，944美元，创2024年10月以来最低。自四个月前创纪录新高以来，这一轮暴跌已抹掉比特币近一半的价值，而且还扩散至其他代币、相关交易所交易基金（ETF），以及Strategy等持有大量比特币的公司。 比特币自2024年11月以来首次跌破7万美元。 此次下跌标志着比特币自去年大部分时间里的迅猛上涨中骤然回落，当时特朗普亲加密货币的立场曾推动该代币在去年急剧飙升。但本月市场开始出现裂痕，地缘政治紧张局势升级引发了全球金融市场的震荡并抑制风险偏好。这触发了比特币从1月中旬开始的骤跌，引起连环跌势，因为基金被迫卖出资产以应对赎回及杠杆头寸的强行平仓。 “市场上的恐惧和不确定性显而易见，”Ergonia的业务拓展负责人Chris Newhouse表示，“在缺乏坚定买家的情况下，每一波ETF赎回和清算都会产生连锁反应。”他表示，这“放大了每一轮下跌的幅度，并加强了防御性仓位”。 比特币曾被吹捧为通胀对冲工具或是黄金、美元的替代品（作为稳定的价值储存手段），但这种加密货币表现得更像高风险资产，未能充当金融市场压力时期的避险资产。事实上，它在机构投资组合中日益增加的存在感有时使其在广泛的去中心化风险过程中更加脆弱，尤其是在近几周科技股和贵金属波动期间。 Marex高级全球市场策略师Ilan Solot表示，近期的抛售是由多个因素共同推动的，包括部分科技股的下跌、黄金的优异表现、更广泛的避险情绪以及对加密货币估值框架的普遍疑问。 “目前的前景可能仍然看跌，但最糟糕的时期可能已经过去，”他表示。“这类波动在历史上一直被多年期投资者视为买入机会，未来许多人也会如此看待。” 责任编辑：陈钰嘉

格隆汇2月6日｜大宗商品交易商正持续从近期涨势强劲的资产中撤出。贵金属与工业金属今日再度下跌，部分交易员观察到资金正转向农产品期货等其他大宗商品领域。“资金流向是重要因素，”Consus农业咨询公司的Karl Setzer指出，“农产品板块估值相对偏低，因此吸引了资金流入。”

Financial stocks were decreasing in late Thursday afternoon trading, with the NYSE Financial Index f Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

High finance’s new ultra-rich lined up one by one, in TV spots, earnings calls and LinkedIn posts, to make the same pitch: Don’t take out big AI fears on private credit funds. Blue Owl Capital Inc. billionaire Marc Lipschultz insisted that there were no “red flags” — or even “yellow flags” — in the firm’s technology loans, speaking on an earnings call Thursday after an unprecedented losing streak for its shares. Scott Nuttall at KKR & Co. similarly told analysts that “our level of anxiety is pretty low.” Mike Arougheti , the billionaire chief executive of Ares Management Corp. , vowed on Bloomberg TV that “there is a huge disconnect, and the narrative is wrong ” around artificial intelligence and the potential disruption it may cause. And Holden Spaht , managing partner at Thoma Bravo, said in a LinkedIn post that after a week of board meetings with software-as-a-service companies, he’s confident that “the growth numbers look to be accelerating, not decelerating.” Their defense boils down to this: There are good software companies and bad ones — and we back the good ones. Whether the concerted effort to calm investor nerves will ultimately work is anyone’s guess. Shares of large alternative asset managers took another dive on Thursday, capping a bruising stretch that added to their worst January in a decade. Read more: Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk The $1.7 trillion private credit industry has ballooned in recent years, minting fortunes for its leaders. A sizable chunk of those loans — some $100 billion as of the third quarter, according to PitchBook data — went to software companies, oftentimes at lofty valuations. Those are the very businesses that are now in the crosshairs of investors amid concerns that AI will decimate their offerings. The fallout in the loan market has been swift. More than $17.7 billion of US tech company loans in a Bloomberg index have dropped to distressed trading levels during the past four weeks, adding ...

耐克 （NKE）周四尾盘下跌2.5%，美国联邦劳工权益保护机构周三披露，正在就运动服饰巨头耐克涉嫌通过多元化政策歧视白人员工展开调查。 平等就业机会委员会在向密苏里州联邦法院提交的动议中公布了此次调查，要求耐克全面配合其传票索取信息。 根据法庭文件，EEOC要求获取耐克裁员筛选标准、员工种族数据追踪使用方式，以及被指限定特定种族参与的导师计划、领导力培训与职业发展项目详情。 责任编辑：张俊 SF065

Earnings Call Insights: Embecta Corp. (EMBC) Q1 2026 Management View CEO Devdatt Kurdikar indicated that Embecta has transitioned from its standup phase to its seed growth phase, stating the company is “firmly in the seed growth phase” focused on staying competitive in its core, expanding its portfolio, and building financial flexibility. Kurdikar emphasized the successful transition of over 95% of U.S. and Canadian revenue to Embecta branding, with global transitions expected to be largely complete by the end of 2026. Kurdikar reported that effective January 2026, Embecta secured exclusive access with an additional Medicare Part D payer and renewed advantage formulary access with the top three existing Medicare Part D payers. He noted, “Collectively, these actions further strengthen our business, supporting stable access and share and enhancing the long-term competitiveness of our portfolio.” Kurdikar highlighted portfolio expansion efforts, particularly the move from concept to execution for market-appropriate pen needles and syringes, and advanced the GLP-1 strategy through collaborations with more than 30 pharmaceutical partners, stating, “More than 1/3 of these partners have already selected us as a supplier and have either executed contracts or are in contract negotiations.” He also noted Embecta expects to support generic GLP-1 launches in Canada, Brazil, China, and India beginning in 2026. CFO Jake Elguicze stated, “GAAP gross profit and margin for the first quarter of fiscal 2026 totaled $161.7 million and 61.9%, respectively.” On an adjusted basis, he reported “Q1 2026 adjusted gross profit and margin totaled $163.5 million and 62.6%.” Outlook Management reaffirmed the previously provided revenue guidance range for 2026, expecting revenue to be flat to down 2% on an adjusted constant currency basis compared to 2025, but now expects results closer to the lower end of the range due to “incremental U.S. pricing headwinds.” Elguicze provided, “our as-reported ...

Earnings Call Insights: Globe Life Inc. (GL) Q4 2025 Management View Frank Svoboda, Co-Chairman & Co-CEO, reported net income of $266 million or $3.29 per share for the fourth quarter, compared to $255 million or $3.01 per share a year ago. Net operating income for the quarter was $274 million or $3.39 per share, representing an 8% increase. For the full year 2025, net operating income reached $14.52 per share, exceeding the midpoint of previous guidance. Svoboda highlighted, "On a GAAP reported basis, return on equity through December 31 is 20.9% and book value per share is $74.17 excluding accumulated other comprehensive income, or AOCI, and return on equity of 16% and book value per share as of December 31 is $96.16, up 11% from a year ago." He stressed Globe Life's focus on the "underserved, lower middle to middle-income market that has largely been ignored by the financial services industry," emphasizing the company's growth opportunity without direct competition for market share. Total premium revenue for the fourth quarter grew 5% year over year, with life premium revenue increasing 3% to $850 million and health insurance premium revenue up 9% to $392 million. Life underwriting margin grew 4% to $350 million, while health underwriting margin also rose 9% to $99 million. James Darden, Co-Chairman & Co-CEO, discussed agency trends, noting, "The average producing agent count for the fourth quarter was 11,699, down 2% from a year ago," but net life sales for American Income grew 10%. Initiatives to improve agent retention were introduced to support continued growth. Darden added, "We expect this division to increase leads generated for our 3 exclusive agencies during 2026 by approximately 10%." Thomas Kalmbach, EVP & CFO, stated, "In the fourth quarter, the company repurchased approximately 1.3 million shares of Globe Life Inc. common stock for a total cost of approximately $170 million at an average share price of $134.44." Outlook For 2026, management projects ...

Amazon Earnings Preview: All Eyes On CapEx At first, the market was happy to reward big capex forecasts (META); but just a few days later, it changed its mind and decided that the bigger the beat, the bigger the penalty (as was the case with GOOGL today). That leaves Amazon in a precarious place as it prepares to report earnings after the close today: does it project some berserk number or does it risk being conservative? After all, the only thing that will matter is the capex forecast (the earnings will likely be good enough). Looking at the bigger picture, Bloomberg notes that it’s probably not a great sign that Amazon’s share price is down more than 4% on the day of earnings, before the first headline has even hit. After the hyperscalers Microsoft and Alphabet spooked markets with their huge spending plans -- Meta seems to have got away with it -- perhaps the best thing Amazon could do would be to announce that it plans only moderate capital expenditure in 2026. One thing in Amazon’s favor is that analysts aren’t really projecting too much growth. The consensus is that diluted earnings per share rose just a bit over 5% year-on-year to $1.96 in the fourth quarter. That’s little-changed from $1.95 in the third quarter. Revenue at Amazon Web Services is expected to have increased 21% to $34.9 billion, but that’s still less than half the revenue the company gets from its main business: online stores. Growth there is expected to be slower at roughly 9% year-on-year. Its business mix explains why Amazon is so much less profitable than its peers and why the profitability of the cloud business will be key. Capex aside, here is a preview of what JPMorgan's trading desk expects: AMZN PREVIEW – AWS Acceleration & AI Positioning SENTIMENT – Bullish, But Concerns Remain . Conversations & focus heavily AWS-skewed, no change there. 3Q EPS & re:Invent provided clarity on capacity expansion, supply from NVDA, Trn 2/3 performance & rollout, Rainier timing & doubling. Investor focu...

Artificial intelligence (AI) is just starting to reshape the world we live in, making it one of the best places for people to invest in over the next few years. Let's look at two AI stocks for investors to buy right now for the next five years. In her recent Big Ideas for 2026, famed portfolio manager Cathie Wood of Ark Investment Management predicted that AI infrastructure spending would nearly triple by 2030. She also forecast that networking growth would outpace compute growth and that AI ASICs (application-specific integrated circuits) would start to take some meaningful share from graphics processing units (GPUs) . If those predictions are accurate, Broadcom (NASDAQ: AVGO) will be a top stock to own over the next five years. Broadcom is a leader in both networking and ASIC technology. Its networking portfolio is vital in helping AI data center operators manage data flow, and as AI clusters grow larger, networking becomes even more important. This is a strong area of growth for the company, but not its biggest opportunity. That would be helping customers create their own custom AI chips. Continue reading

The world's second-largest cryptocurrency still has a bright future. Ether (ETH 13.95%), the native cryptocurrency of the Ethereum blockchain, has shed more than a third of its value this year amid the broader crypto market's swoon. However, could it bounce back and rise more than tenfold over the next few years? What are Ether's catalysts and challenges? Ether could originally be mined like Bitcoin (BTC 12.60%), but it transitioned to the more energy-efficient proof-of-stake (PoS) consensus mechanism in 2022. After that upgrade, it could no longer be mined. However, it could be "staked" (locked up on the blockchain to earn interest-like rewards) and gained support for smart contracts -- which are used to develop decentralized apps (dApps), non-fungible tokens (NFTs), and other crypto assets. Today, Ether's value is mainly tied to the growth of its developer ecosystem rather than its token's scarcity. It has a circulating supply of 121 million tokens, and doesn't have a fixed supply limit like Bitcoin. Its main Layer 1 (L1) blockchain isn't as fast as newer PoS blockchains like Solana (SOL 15.46%), but its Layer 2 (L2) rollups -- which bundle together multiple transactions and process them off-chain at higher speeds -- are helping it close that gap. Expand CRYPTO : ETH Ethereum Today's Change ( -13.95 %) $ -302.52 Current Price $ 1865.40 Key Data Points Market Cap $225B Day's Range $ 1831.52 - $ 2167.92 52wk Range $ 1398.62 - $ 4946.05 Volume 55B Ethereum hosted nearly 32,000 active developers as of last September, making it the world's largest developer-oriented blockchain. The bulls expect that support to drive Ether's price higher as the token is integrated into more Ethereum-based decentralized finance (DeFi) apps. How could Ether soar tenfold over the next decade? Ether is already the world's second-most-valuable cryptocurrency, with a market cap of $233 billion. Yet it's still tiny compared to Bitcoin, which is worth $1.31 trillion. Like Bitcoin, Ether's price...

Broadcom and TSMC look like two monster stocks to own over the next several years. Artificial intelligence (AI) is just starting to reshape the world we live in, making it one of the best places for people to invest in over the next few years. Let's look at two AI stocks for investors to buy right now for the next five years. Broadcom: A custom AI chip leader In her recent Big Ideas for 2026, famed portfolio manager Cathie Wood of Ark Investment Management predicted that AI infrastructure spending would nearly triple by 2030. She also forecast that networking growth would outpace compute growth and that AI ASICs (application-specific integrated circuits) would start to take some meaningful share from graphics processing units (GPUs). If those predictions are accurate, Broadcom (AVGO +7.26%) will be a top stock to own over the next five years. Expand NASDAQ : AVGO Broadcom Today's Change ( 7.26 %) $ 22.55 Current Price $ 333.06 Key Data Points Market Cap $1.6T Day's Range $ 316.36 - $ 335.00 52wk Range $ 138.10 - $ 414.61 Volume 1.5M Avg Vol 31M Gross Margin 64.71 % Dividend Yield 0.73 % Broadcom is a leader in both networking and ASIC technology. Its networking portfolio is vital in helping AI data center operators manage data flow, and as AI clusters grow larger, networking becomes even more important. This is a strong area of growth for the company, but not its biggest opportunity. That would be helping customers create their own custom AI chips. Broadcom helped Alphabet develop its highly successful Tensor Processing Units (TPUs), and now other customers, including OpenAI, have turned to it to help them develop their own custom AI ASICs. This is a huge opportunity, with Citigroup analysts predicting that it could power Broadcom's AI revenue to go from around $20 billion last fiscal year to $100 billion in fiscal 2027. That's incredible growth over a two-year period and one of the biggest reasons to own this monster stock over the next five years. Taiwan Semicondu...

New large language models seem to spring up daily, and OpenAI's ( OPENAI ) latest, GPT-5.3-Codex, was the startup's first model that was instrumental in building itself. "The Codex team used early versions to debug its own training, manage its own deployment, and diagnose test results and evaluations—our team was blown away by how much Codex was able to accelerate its own development," OpenAI said. The Microsoft-backed ( MSFT ) company said the new model advances on the coding performance of GPT-5.2-Codex and GPT-5.2's reasoning capabilities while producing output at a 25% faster rate. "With GPT‑5.3-Codex, Codex goes from an agent that can write and review code to an agent that can do nearly anything developers and professionals can do on a computer," OpenAI said. GPT-5.3-Codex also requires about half the amount of tokens of prior models when producing certain outputs. Its accuracy rating on the Terminal-Bench 2.0 benchmark increased to 77.3% compared to 64% on GPT-5.2-Codex. It also demonstrates improvement in web and game development. It is currently available for paid subscribers of ChatGPT, and it will be available soon on the API. The new model was trained on Nvidia's ( NVDA ) GB200 NVL72 systems. "We are grateful to NVIDIA for their partnership," OpenAI said. The model was released the same day OpenAI announced its Frontier platform for enterprises. Rival Anthropic ( ANTHRO ) released Claude Opus 4.6 today as well. Anthropic noted that it outperformed Google's ( GOOG )( GOOGL ) Gemini 3 Pro and OpenAI's GPT-5.2 across a range of benchmarks. More on OpenAI and Microsoft Microsoft: Rampant Selloff A Case Of Market Disconnect And Irrational 'SaaSapocalypse' Fears Microsoft: It Is Just A Dip, Not A Bargain Meta Beats Microsoft At AI Monetization - Here's Why Ginkgo - OpenAI collaboration cuts costs in protein synthesis The software sector goes through a ‘forest fire’ every 10-15 years, markets are ‘about to take off’ – analyst

BNY Wealth CIO Sinead Colton Grant says there's a "healthy skepticism" creeping into markets. Speaking on "Bloomberg The Close," Colton Grant says she sees Bitcoin as a "supercharged tech investment" and the selloff is not very surprising to her. (Source: Bloomberg)