Shares in major UK and European software and IT services companies fell sharply this week, extending a broad sell-off across the sector as investors reassessed high valuations and rotated into other sectors. In London, several prominent FTSE firms recorded steep weekly declines. RELX (RELX), the analytics and information group, dropped more than 13%, marking one of its worst short-term performances in recent years. RELX shares have now almost halved from ​their peak last February and on Tuesday suffered their biggest drop since 1988. Meanwhile, Sage Group (SGE.L), a major provider of accounting and business software, fell around 10%. Mid-cap technology stocks including Softcat (SCT.L), Kainos Group (KNOS.L) and Bytes Technology (BYIT.L) also trended lower over the week. The declines came as AI developer Anthropic launched plug-ins for its Claude Cowork agent on Friday that would automate tasks across legal, sales, marketing and ‌data analysis. The move sparked concerns of an impending AI-fuelled disruption of the data and professional services industry, which were once seen as major beneficiaries of the AI era, according ‌to analysts. The weakness was mirrored across continental Europe with shares in SAP (SAP.DE), Europe’s largest software company, tumbling around 15%, underperforming the wider DAX index. Other software and IT services groups, including Dassault Systèmes, Capgemini (CAP.PA) and Spain-based travel technology firm Amadeus IT Group, also came under pressure. Read more: Bitcoin price plunges to lowest since 2024 as investors pull out of crypto This also spread across the globe to the US and Asia, with market participants warning that the sell-off was sector-wide rather than driven by company-specific news. Enterprise software, data analytics and IT services stocks have been among the hardest hit, reflecting investor caution toward long-duration growth assets and concerns over corporate technology spending. Russell Shor, senior market analyst at Tradu, s...

黄金创纪录下跌及白银暴跌后， 瑞银 与 高盛 等银行表示黄金上涨趋势或延续，但警告白银的波动性与流动性问题需保持谨慎。周四早间，现货白银日内跌18%，现报72.12美元/盎司。 责任编辑：张俊 SF065

There is a look of despair in Starmer’s eyes – and a feeling in the room that the endgame has begun It’s beginning to feel terminal. Not that there hasn’t been talk of Labour MPs wanting to remove Keir Starmer before. Just that this time there’s the sense of a tipping point being reached. No more second chances. No praying for a miracle that will never come in the May elections. A quantum shift of collective despair. You can’t escape the irony. Starmer has always prided himself on being Mr Rules. It’s how he got elected. He might be a bit dull and lack charisma, but you can count on him to be reliable. To play by the rules. And now he has been undone by having given the prime Washington job to a man who was the epitome of Mr No Rules. And he had thought he had been so clever by acting out of character to make Peter Mandelson the US ambassador. Many in his cabinet had congratulated him, as had many Tories. A sleazy diplomat for a sleazy president. A match made in heaven. Continue reading...

ECB's Lagarde to raise reform pressure on EU leaders with checklist Reuters

格隆汇2月5日｜现货白银日内跌幅达18.0%，报72.12美元/盎司。 纽约银日内跌幅达15.0%，报71.72美元/盎司。

Will 2026 be the year investors see the price they've dreamed of? Ethereum's (ETH 6.34%) $5,000 price level has, over the last couple of years, taken on a somewhat mythical prominence in the minds of many crypto investors. In August 2025, pretty much everyone thought that the coin was bound to cross that level. Instead, it rose to $4,946, just a hair past its prior all-time high near $4,815, set in late 2021. And then it began its long, unhappy trek back down to near $2,350, where it is today. Thus, Ethereum has never managed to be worth $5,000 per coin despite two closely followed attempts. But 2026 is one of the more plausible years for that number to finally be reached, assuming that a few different factors cooperate. Let's look at what needs to happen for the coin to grow by more than double and hit $5,000 this year. Upgrades are landing, and they need to pay off A big part of Ethereum's success story is a result of its strong technical leadership, which has consistently outlined and then developed and implemented major upgrades to the chain. Last year saw the launch of two such upgrades, Pectra and Fusaka, both of which were devoted to improving the chain's scaling-up and throughput capabilities, as well as adding a handful of new features for developers and users. Next up is "Glamsterdam," with a target window for launch in the second half of 2026. The two most important features associated with Glamsterdam are enshrined proposer-builder separation (ePBS) and block-level access lists (BALs). Don't worry too much about what both of those mean in technical terms. The point is that both of them will substantially reduce the gas fees paid by users as well as decentralized finance (deFi) applications while also enabling layer-2 (L2) blockchains built on top of Ethereum to push transactions to Ethereum for settlement with a higher throughput than before. Expand CRYPTO : ETH Ethereum Today's Change ( -6.34 %) $ -134.27 Current Price $ 1983.13 Key Data Points Market C...

For Immediate Release Chicago, IL – February 5, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA and Palantir Technologies Inc. PLTR. Here are highlights from Wednesday’s Analyst Blog: NVIDIA vs. Palantir: One AI Stock Is a Clear Buy Right Now The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corp. and Palantir Technologies Inc., making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir's shares have even outperformed NVIDIA's (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let's take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Ltd. (BABA) and ByteDance, to purchase NVIDIA's H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA's sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company's third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among ...

For Immediate Release Chicago, IL – February 5, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA and Palantir Technologies Inc. PLTR. Here are highlights from Wednesday’s Analyst Blog: NVIDIA vs. Palantir: One AI Stock Is a Clear Buy Right Now The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corp. and Palantir Technologies Inc., making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir's shares have even outperformed NVIDIA's (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let's take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Ltd. (BABA) and ByteDance, to purchase NVIDIA's H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA's sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company's third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among ...

For Immediate Release Chicago, IL – February 5, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA and Palantir Technologies Inc. PLTR. Here are highlights from Wednesday’s Analyst Blog: NVIDIA vs. Palantir: One AI Stock Is a Clear Buy Right Now The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corp. and Palantir Technologies Inc., making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir's shares have even outperformed NVIDIA's (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let's take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Ltd. (BABA) and ByteDance, to purchase NVIDIA's H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA's sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company's third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among ...

Bitcoin is no longer beating the big asset classes. Once pitched as “digital gold” and a higher-octane counterpart to the Nasdaq and S&P 500, the world’s largest cryptocurrency now lags all three over the past five years after its recent ferocious rout. Since early 2021, Bitcoin has returned roughly 73% — trailing gold at 164%, the Nasdaq 100 at 82% and the S&P 500 at 75%, and the Nasdaq 100 at 82%, according to data compiled by Bloomberg. On Thursday, Bitcoin was down about 7% as of 10:55 a.m. in New York, with year-to-date losses approaching 30%. While it’s not the first time in Bitcoin’s history that the token has lagged behind all three major benchmarks, the underperformance undercuts an enduring narrative of superior long-term returns. The data is especially stark given Bitcoin’s history of big swings and outlier rallies. For years, it retained a reputation as a “buy pain, earn outsize” asset: a volatile holding that rewarded believers through cycles and served as a hedge against other investments. Now that logic is under pressure as it faces selling from all sides, in what some the industry are dubbing a “ crisis of faith .” It hasn’t acted as a hedge, failing to rally alongside gold during geopolitical shocks and dollar weakness. It hasn’t delivered on momentum, with oversold technicals failing to spark sustained bounces. And while the arrival of spot ETFs initially drove record inflows, recent weeks have shown net outflows and fading demand. “Bitcoin’s claim as a store of value and portfolio hedge has been eroded,” said Joshua Lim, global co-head of markets at crypto prime broker FalconX. “Retail flows have been leaving crypto in favor of equities and metals on their historic parabolic run. Gold is the favored reserve asset for sovereign actors and even for crypto-native stockpilers like Tether.” Read More: Crypto’s ‘Digital Gold’ Myth Exposed as Traders Pivot to Metals For an asset once hyped as a ticket to life-changing wealth, the erosion of long-term out...

Key Takeaways Alphabet shares sank Thursday after the Google parent outlined a massive increase in its spending this year. The company's fourth-quarter results topped estimates as cloud revenue surged. Alphabet (GOOGL) shares slumped Thursday after the Google and YouTube parent laid out massive spending plans to support its AI ambitions. The shares were down over 5% in recent trading, after the company forecast $175 billion to $185 billion in capital expenditures this year as it builds out its AI infrastructure, roughly double the $91.45 billion Alphabet spent in 2025. With Thursday's move, Alphabet shed some $170 billion of its market value, pulling its market capitalization back below $4 trillion. Why This Matters to Investors Big Tech companies have faced increasing pressure in recent quarters to show their AI spending is paying off and convince investors to support further investment. Thursday's move could signal that investors are wary of Alphabet's massive spending plans. Some Wall Street analysts said they've only become more bullish about the stock after the company's latest results, however. Analysts from JPMorgan, Citi, and Wedbush lifted their price targets following Wednesday's earnings report, given what they viewed as strong signals of AI demand. "We acknowledge the concern around investments," Citi analysts wrote. "But given clear AI demand signals, we believe Google should be investing in product and in alleviating capacity challenges." The tech giant topped fourth-quarter estimates with $113.83 billion in revenue and $2.82 earnings per share, as cloud revenue soared 48% year-over-year to $17.7 billion. With Thursday's drop, Alphabet shares have erased most of their gains year-to-date, but are still up more than 60% in the last 12 months.

格隆汇2月5日｜在体验了萝卜快跑全无人驾驶后，迪拜王储谢赫·哈姆丹为萝卜快跑点赞，并在社交媒体上发文赞叹这次“丝滑”的无人驾驶体验："Hands off. Future on.（解放双手、未来已来！）"2月3日至5日，2026年世界政府峰会（WGS）于迪拜召开。萝卜快跑作为大会唯一指定全无人试乘车队，为与会全球政要与行业领袖提供试乘服务。峰会期间，在迪拜道路与交通管理局（RTA）总干事马塔尔·阿尔·塔耶尔阁下的陪同下，迪拜王储谢赫·哈姆丹亲自体验了萝卜快跑全无人驾驶服务，乘坐车牌号为DUBAI 2026的萝卜快跑无人车前往参会。

商业内幕网（Business Insider）强调：AI智能体可能取代或降低对传统应用的依赖，加剧 Salesforce 与 微软 等现有企业的风险。 责任编辑：张俊 SF065

is features writer with five years of experience covering the companies that shape technology and the people who use their tools. Kamala Harris’ social media strategy in the run-up to the 2024 presidential election was filled with Gen Z dog whistles: viral branding based on pop music, memes, camo hats that were a double entendre. It was an effective way to get attention and news coverage, as well as a mountain of user generated content online. But for months, the accounts have been dormant — until today. On X, Harris herself announced the rebranding of @KamalaHQ in a video message. The account is now @headquarters_67, “the new Gen-Z led progressive content hub,” as it’s described in a post. Harris describes it as “where you can go online to get basically the latest of what’s going on.” According to Chaotic Era, a politics and media newsletter, the accounts will share progressive news and politics content with a focus on the midterm elections this fall. Chaotic Era reports that Harris won’t have editorial control over the accounts and will serve as “chair emerita”; Luminary Strategies, a digital agency started by @KamalaHQ alums and the advocacy group People for the American Way, are partnering to run the accounts. The X account for Headquarters includes a link to a Substack newsletter that is empty, at least of this writing. (The Substack choice is an interesting one, given the platform’s history of hosting neo-Nazi newsletters.) The nature of algorithmic social media means that reaching audiences has never been harder for political campaigns. The Harris campaign managed to capture the (digital) attention of many young voters, and as I wrote shortly after the election, a Harris win felt all but certain for some of them — they were safely in the KamalaHQ algorithm niche. It’s not yet clear what issues the account will take on, but we already have a taste of the tone. Since Harris’ video message announcement, the Headquarters’ X account has tweeted four times, each ti...

SaaStr公司创始人杰森·莱姆金（Jason Lemkin）认为，SaaS行业低迷反映预算向AI转移及用户数量压力， Salesforce 与ServiceNow等平台面临增速放缓。 责任编辑：张俊 SF065

Image source: The Motley Fool. Feb. 5, 2026 at 10 a.m. ET Call participants President and Chief Operating Officer — Jamaal T. Lesane Executive Vice President and Chief Financial Officer — Victoria M. Mink Senior Vice President, Investor Relations and Treasury — Ari Danes Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $403.4 million, up from $357.8 million, reflecting both higher home game count and increases in every key per-game revenue category. -- $403.4 million, up from $357.8 million, reflecting both higher home game count and increases in every key per-game revenue category. Adjusted operating income -- $29.7 million, a $9.4 million increase, primarily driven by revenue growth partially offset by higher direct operating expenses. -- $29.7 million, a $9.4 million increase, primarily driven by revenue growth partially offset by higher direct operating expenses. Event-related revenues -- $167.2 million, representing a 20% increase, mainly from ticket, food, beverage, and merchandise sales. -- $167.2 million, representing a 20% increase, mainly from ticket, food, beverage, and merchandise sales. Suites and sponsorship revenues -- $98.5 million, a 24% increase, with contributions from new and renewed multiyear partnerships and suite renovations. -- $98.5 million, a 24% increase, with contributions from new and renewed multiyear partnerships and suite renovations. National and local media rights fees -- $122.3 million, a 4% decrease, due to an 18% reduction in annual rights fees in amended local deals that took effect Jan. 1, 2025, partially offset by higher national media fees from new NBA contracts. -- $122.3 million, a 4% decrease, due to an 18% reduction in annual rights fees in amended local deals that took effect Jan. 1, 2025, partially offset by higher national media fees from new NBA contracts. Combined season ticket renewal rate -- Approximately 94% for the Knicks and Rangers, indicating sustained fan engagement....

Image source: The Motley Fool. Feb. 5, 2026 at 8:00 a.m. ET Call participants Chief Executive Officer — Jennifer Witz Chief Financial Officer — Zach Coughlin President and Chief Content Officer — Scott Greenstein Executive Vice President and Chief Operating Officer — Wayne Thorsen Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $8.56 billion for the full year, modestly ahead of increased guidance and nearly flat for the quarter at $2.19 billion. -- $8.56 billion for the full year, modestly ahead of increased guidance and nearly flat for the quarter at $2.19 billion. Adjusted EBITDA -- $2.67 billion full-year, yielding a 31% margin, and $691 million for the quarter, both modestly up versus 2024 guidance. -- $2.67 billion full-year, yielding a 31% margin, and $691 million for the quarter, both modestly up versus 2024 guidance. Free cash flow -- $1.26 billion full-year, exceeding original guidance by over $100 million; Q4 free cash flow was $541 million, up 5% compared to last year. -- $1.26 billion full-year, exceeding original guidance by over $100 million; Q4 free cash flow was $541 million, up 5% compared to last year. Net income -- $805 million, rebounding from a negative $2.1 billion in the prior year, reflecting the absence of Liberty Media-related impairment charges. -- $805 million, rebounding from a negative $2.1 billion in the prior year, reflecting the absence of Liberty Media-related impairment charges. Earnings per diluted share -- $2.23, up from negative $6.14 in 2024. -- $2.23, up from negative $6.14 in 2024. Total subscription revenue -- $6.49 billion, down 2% on a year-over-year basis, reflecting benefit from March rate increase but a smaller average self-pay subscriber base. -- $6.49 billion, down 2% on a year-over-year basis, reflecting benefit from March rate increase but a smaller average self-pay subscriber base. Advertising revenue -- $1.77 billion full-year and $491 million in Q4, up 3% in the quarter...

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Earnings Call Insights: Tapestry, Inc. (TPR) Q2 2026 Management View Joanne Crevoiserat, President, CEO & Director, emphasized, "During the key holiday period, we delivered pro forma revenue growth of 18%, expanded adjusted operating margin by 390 basis points and grew earnings per share by 34% versus prior year, each exceeding our expectations." She said the company raised its full-year outlook and highlighted the acquisition of over 3.7 million new customers globally, driven by a strategic focus on Gen Z, as well as double-digit gains in North America, Greater China, and Europe. Coach led growth with revenue increasing 25%, margins expanding, and customer acquisition of 2.9 million new customers in the quarter. Crevoiserat stated, "Our relevance with Gen Z is influencing all other generations, and we're driving healthy gains from existing customers, reflecting broad and increasing brand desire and reach." For Kate Spade, revenue declined 14% due to deliberate actions to reset the brand and a pullback in promotional activity. Crevoiserat noted, "While still early in the turnaround, the improvement in these KPIs are signs that we are executing our strategies and they're beginning to take hold." Scott Roe, CFO & COO, reported, "In Q2, we outperformed expectations across revenue, operating income and earnings, delivering record sales and EPS... we achieved pro forma revenue growth of 18%, led by 25% growth at Coach. We expanded operating margin by 390 basis points, and we delivered earnings per share of $2.69, an increase of 34% versus last year." Outlook The company raised its full-year revenue guidance to over $7.75 billion, representing pro forma growth of approximately 15% on a nominal basis, or 14% on a constant currency basis, with FX planned as a 70 basis point tailwind. For fiscal '26, Tapestry expects EPS of $6.40 to $6.45, which is more than 25% growth over last year and well ahead of the previous outlook of $5.45 to $5.60. Guidance by region: North America ...

German Chancellor Friedrich Merz ’s conservative Christian Democrats are considering a social media ban for children below the age of 16 amid growing scrutiny of the digital offerings across Europe. “A legal minimum age of 16 for open platforms, accompanied by mandatory age verification, sets a clear protective boundary and takes into account the special developmental needs of young people,” according to a motion seen by Bloomberg that was filed by the Schleswig-Holstein regional chapter of the party ahead of a convention on Feb. 20. “Stricter rules on age limits for the use of social media can offer an effective protection for children and teenagers from the effect of hate and incitement, psychological pressure, mobbing or from the influence of damaging content on the web,” according to the document. The motion was first reported by Bild Zeitung. CDU General Secretary Carsten Linnemann supported the move in a statement to Bild Zeitung. European countries are taking their broadest swipe yet at social media, with a growing number weighing bans of the services for minors and setting the stage for a new showdown with some of the biggest US companies. Spain this week became the latest country to propose such a prohibition. However, the prospects and possible timeline for the motion to eventually become law in Germany are uncertain. It would have to be adopted by the German cabinet and legal concerns would have to be addressed in the process. The policy was first implemented in Australia, encompassing Meta Platforms Inc. ’s Instagram and Facebook, Snap Inc. , Elon Musk’s X, TikTok and Google’s YouTube. Now it’s catching on in Europe, threatening to cut off access to millions of young users from services regulators call harmful and addictive — and the critical advertising dollars that come with them.

Earnings Call Insights: STERIS plc (STE) Q3 2026 Management View Karen Burton, Senior VP, CFO & Chief Accounting Officer, reported "total as-reported revenue grew 9%. Constant currency organic revenue grew 8% in the quarter, driven by volume as well as 200 basis points of price." Burton noted, "Gross margin for the quarter declined 70 basis points compared with the prior year to 43.9%" due to increased tariffs and inflation, partially offset by productivity and volume. EBIT margin decreased 40 basis points to 22.9%. Burton stated, "Adjusted net income from continuing operations in the quarter was $249.4 million. Earnings per diluted share from continuing operations were $2.53, a 9% increase over the prior year." Capital expenditures for the first 9 months totaled $278.8 million, with free cash flow at $737.6 million and $1.9 billion in total debt. "Gross debt to EBITDA at quarter end was approximately 1.2x," Burton added. Daniel Carestio, President, CEO & Director, highlighted segment growth: "Healthcare. Constant currency organic revenue grew 8% for the third quarter with growth across all categories. Service continued its streak of outperformance, growing 11% in the third quarter. Consumables also performed well with growth of 8%. Healthcare capital equipment revenue increased 7% for the quarter with backlog remaining over $400 million." Carestio reported, "Constant currency organic revenue grew 8% for the quarter" in AST, with "9% growth in services and 103% growth in capital equipment revenue." Life Sciences delivered "5%" constant currency organic revenue growth, led by "11% growth in consumables." Carestio concluded, "We are maintaining our outlook for the year. This includes approximately 8% to 9% as-reported revenue growth and constant currency organic revenue growth of 7% to 8%. Our earnings outlook of $10.15 to $10.30 is also being maintained, although with $10 million more in anticipated tariffs, the higher end of that range is less likely." Outlook The c...

Alphabet 2026 spending forecast soars past Wall Street expectations as Google parent goes all in on AI Yahoo Finance

We recently published an article titled 12 High Growth E-commerce Stocks To Buy. Oppenheimer analyst Jason Helfstein raised the firm’s price target on Amazon.com, Inc. (NASDAQ:AMZN) on January 28 to $315 from $305 while maintaining an Outperform rating on the shares. The upward revision reflects increased confidence in Amazon Web Services following the firm’s analysis of Anthropic-related contributions, with Oppenheimer now forecasting FY26 AWS revenue growth of 24%, compared with the Street’s 21% expectation. The firm continues to view Amazon as a top mega-cap opportunity, supported by improving fundamentals across both its cloud and core commerce businesses. Beyond AWS, Oppenheimer highlighted accelerating margin expansion within Amazon’s e-commerce segment, driven by ongoing automation investments across fulfillment and logistics. These efficiency gains are beginning to materialize in profitability, with the firm estimating approximately $7 billion in cumulative cost savings by FY27, equating to roughly a 5% uplift to consolidated EBIT. This margin tailwind underscores Amazon’s ability to leverage scale and technology to enhance returns, even as it continues to invest heavily in growth initiatives. Separately, Reuters reported that Saks Global, which filed for bankruptcy earlier this year, is planning to end its e-commerce partnership with Amazon and close the Saks on Amazon storefront. The decision appears driven by Saks’ intention to refocus on business segments it views as offering greater long-term growth potential, rather than reflecting any broader strategic shift at Amazon.com, Inc. (NASDAQ:AMZN). While the partnership had faced strain amid Saks’ Chapter 11 proceedings, the development is not expected to have a material impact on Amazon’s overall retail or marketplace operations. Founded in 1994 and headquartered in Seattle, Washington, Amazon.com, Inc. (NASDAQ:AMZN) is a global technology leader with operations spanning e-commerce, cloud computing through...

ASROCK issues official statement on recent AMD Ryzen 9000 CPU failures ASROCK implements “comprehensive internal reviews” in response to reports of CPU failures ASROCK has released an official statement in response to recent reports of AMD Ryzen 9000 CPU failures on their AM5 motherboards. The company claims that they have started a “comprehensive internal reviews and rigorous verification processes”. Additionally, they have been working in “seamless coordination with AMD continuously to further validate system performance across a wide range of hardware configurations”. ASROCK claims to be working on new optimised BIOS revisions that enhance overall system stability. The company has also recommended that users facing issues contact their technical support department for assistance. ASRock Official Statement: Updates Regarding AMD Ryzen 9000 Series and ASRock AMD AM5 Motherboards ASRock is closely monitoring recent discussions regarding the performance and behavior of AMD Ryzen 9000 series processors on ASRock AMD platforms. In response to these reports, we have implemented comprehensive internal reviews and rigorous verification processes. We have been working in seamless coordination with AMD continuously to further validate system performance across a wide range of hardware configurations, while optimizing BIOS and enhancing overall system stability. ASRock deeply values user feedback as a cornerstone of our continuous improvement. Customers experiencing technical difficulties or seeking further assistance are encouraged to contact the ASRock Technical Support Department. We remain committed to delivering high-performance products that meet the highest standards of quality and performance. – ASROCK CPU failures are fairly uncommon. Earlier this week, Puget Systems, a major system integrator in the US, reported that only 2.52% of AMD’s Ryzen CPUs failed in their systems. While it is unknown whether Puget Systems uses ASROCK’s AMD/AM5 motherboards, the failure rate...

Alphabet (GOOGL, GOOG) stock fell as much as 5% early Thursday as the tech giant's spending plans blew past forecasts, leaving investors questioning the scale and sustainability of Big Tech's investment plans to win the AI race. In its fourth quarter earnings report, the Google parent company said its 2026 capital expenditures would land in a range of $175 billion-$185 billion, roughly double the $91.4 billion the company invested in 2025. Wall Street analysts had expected the company to spend closer to $120 billion this year. Investors have grown concerned in recent weeks about how the billions of dollars in AI investments that Big Tech hyperscalers will pay off, with the industry's biggest players — which also include Microsoft (MSFT), Meta (META), and Amazon (AMZN) — now expected to spend some $500 billion on AI investments this year. Alphabet CFO Anat Ashkenazi said on a call with analysts following the company's earnings release that the higher 2026 spending would go toward AI computing infrastructure as the company looks to develop frontier AI models and meet demand for its Cloud and Services segments. "The investments that we've made in AI — it's already delivering results across the business," said Ashkenazi. The executive pointed to growth in Google Cloud driven by demand for its AI products. The segment saw fourth quarter revenue spike 48% from the previous year to $17.7 billion, more than the $16.2 billion expected by analysts. Read more: Live coverage of corporate earnings Ashkenazi said Alphabet will make its 2026 investments "in a way that maintains a very healthy financial position for the organization." Overall, the company's fourth quarter financial results beat Wall Street's estimates on the top and bottom lines. Fourth quarter revenue climbed 18% to $113.8 billion from the year-ago period, ahead of the $111.4 billion expected by analysts. The tech giant's earnings per share rose to $2.82 from $2.15 in the previous year, also higher than the $2.65 ...

The commercial bookings picture painted a more encouraging narrative. Commercial bookings growth surged to 230% from 112% in the previous quarter, while commercial remaining performance obligation reached $625 billion, representing 110% year-over-year growth. This massive backlog demonstrates robust enterprise demand for Microsoft's cloud and AI offerings, suggesting sustained revenue visibility extending well into future quarters. The Productivity and Business Processes segment generated $34.1 billion in revenues with 16% growth, reflecting steady adoption of Microsoft 365 services across the company's installed base of more than 450 million paid commercial seats. LinkedIn and Dynamics business applications contributed to this segment's consistent performance trajectory. Challenges emerged within the More Personal Computing division, which declined approximately 3% to $14.25 billion in revenues. Gaming revenues fell 9.5% as the company took an unspecified impairment charge during the quarter, while Windows OEM revenues faced headwinds despite the October end of support for Windows 10, driving some upgrade activity. These declines partially offset the strength in cloud services and underscore the portfolio's uneven performance across different business lines. The cloud infrastructure segment remains Microsoft's primary growth engine, though mixed signals emerged from the quarterly results. Azure and other cloud services grew 39% in constant currency during the quarter, a modest deceleration from the 40% growth achieved in the fiscal first quarter. Microsoft Cloud revenues crossed the $50 billion quarterly threshold for the first time, reaching $51.5 billion with 26% year-over-year growth. However, the company's gross margin compressed to just over 68%, marking the narrowest level in three years as substantial investments in AI infrastructure weighed on profitability. Management acknowledged continuing capacity constraints through at least the fiscal year-end, with d...

Microsoft Plunges 14% Post Q2 Earnings: Buy, Sell or Hold the Stock? Yahoo Finance

helen89 Shares of Canada Goose ( GOOS ) are defensive on Thursday, unraveling by more than 17% as increased marketing costs, a one-time bad debt charge, and higher SG&A costs eroded profits and overshadowed a 14% increase in sales. “Margins this quarter reflected deliberate choices we made to expand product relevance and fuel brand momentum. Our focus is now converting this demand into stronger profitability,” said Canada Goose CEO Dani Reiss, reflecting on a 40 basis point compression in gross profit margin. Led by a 14% increase in DTC sales and a 16.6% increase in wholesale sales, total sales rose to CAD694.5M ($507.95), CAD32.7M better than anticipated. Adjusted net income, however, declined 4% to CAD142.3M, or CAD1.43 per share, compared to CAD1.51 per share in the same quarter last year, beating expectations by CAD0.20. More on Canada Goose Holdings Inc. Canada Goose: Growth Investments Need To Pay Off Canada Goose: Poised To Benefit From A Retail Rebound Canada Goose Holdings Inc. 2026 Q2 - Results - Earnings Call Presentation Canada Goose Holdings Q3 2026 Earnings Preview Seeking Alpha’s Quant Rating on Canada Goose Holdings Inc.

atakan/iStock via Getty Images LTC Properties ( LTC ) reports earnings for Q4 and full-year 2025 on Feb. 24. A hybrid REIT with a focus on senior housing and healthcare properties, it's a niche way to play real estate. A new strategy in 2025 changed the usual outlook from previous years, and investors must be careful until it executes successfully. Recap of Original Thesis When I first wrote about LTC in Oct. 2024, I discussed its business model as a hybrid REIT, generating income from rents on owned properties and net interest income on mortgages and other forms of financing. Screenshot from original thesis (Q2 2024 Form 10Q) Standing for "long-term care," LTC's real estate investments primarily concern senior housing facilities and similar healthcare properties. It's a specific focus, one with durability, given consistent demand that, historically, has had various forms of federal support. With primarily triple-net leases as well, it was also relatively low-risk. Screenshot from original thesis (Seeking Alpha) While the dividend has been stable for several years, I also noted that it had been flat at $2.28 annually. Share dilution seemed to follow whatever growth they could muster. Yielding 6% without growth per share , I felt that LTC was only fairly valued and needed a higher yield to compensate for this flatness. It was the primary reason I rated it a Hold. Recent Financial Picture In the time since I covered it, LTC has maintained its monthly dividends of $0.19 per share, which total to the $2.28 annual figure that I mentioned last time. Dividends Since Last Thesis (Seeking Alpha) What this means is that LTC continues to show durability through the various macro events that followed. It also is consistent with my view that the dividend was unlikely to grow. Let's examine why the dividend remains unchanged. Income Statement (Q3 2025 Form 10Q) The first nine months of 2024 and 2025 show us that, while revenue increased, so did operating expenses. Even if we adju...

Image source: The Motley Fool. Wednesday, October 30, 2024 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Golnar Khosrowshahi Chief Financial Officer — Jim Heindlmeyer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $40.7 million, up 6% year over year, driven primarily by growth in Music Publishing and supported by headline catalog acquisitions. -- $40.7 million, up 6% year over year, driven primarily by growth in Music Publishing and supported by headline catalog acquisitions. Adjusted EBITDA -- $17.6 million, increasing 11% year over year, reflecting margin expansion and cost discipline. -- $17.6 million, increasing 11% year over year, reflecting margin expansion and cost discipline. Operating Income Before Depreciation and Amortization (OIBDA) -- $16.6 million, up 34% year over year, benefiting from the non-recurrence of prior-period write-offs. -- $16.6 million, up 34% year over year, benefiting from the non-recurrence of prior-period write-offs. Music Publishing Revenue -- $28.6 million, representing a 10% increase, primarily from new catalog acquisitions and digital streaming price increases, partially offset by lower mechanical and performance revenues. -- $28.6 million, representing a 10% increase, primarily from new catalog acquisitions and digital streaming price increases, partially offset by lower mechanical and performance revenues. Recorded Music Revenue -- $10.7 million, decreasing 1% due to a strong prior-year release of De La Soul albums, with a further offset from higher neighboring rights revenue. -- $10.7 million, decreasing 1% due to a strong prior-year release of De La Soul albums, with a further offset from higher neighboring rights revenue. Total Costs -- Down 5% compared to the prior-year quarter, with administration expenses reduced by 20% and cost of revenue up 3%. -- Down 5% compared to the prior-year quarter, with administration expenses reduced by 20% and cost of revenue up 3%. Interest E...