hapabapa/iStock Editorial via Getty Images Novo Nordisk ( NVO ) on Wednesday announced plans to launch some doses of its oral GLP-1 receptor agonist semaglutide under the brand name Ozempic pill in Q2 2026, following a successful commercial rollout of the Wegovy pill, the oral version of the weight loss therapy. The decision came after the FDA approved Ozempic tablets as the name for oral semaglutide doses: 1.5 mg, 4 mg, and 9 mg. The Danish drugmaker has so far marketed oral semaglutide as Rybelsus at 3 mg, 7 mg, and 14 mg doses for adults with type 2 diabetes in the U.S. "Because Ozempic is so well known, people often ask whether there's an oral option for people with type 2 diabetes, without realizing Rybelsus has been available since 2019," Ed Cinca, senior vice president of marketing and patient solutions at Novo Nordisk ( NVO ), said. Like Ozempic, Rybelsus was indicated in the U.S. for adults with type 2 diabetes to improve their blood sugar levels along with diet and exercise and to cut the risk of major adverse cardiovascular events such as stroke. “Ozempic pill offers enhanced bioavailability to achieve comparable therapeutic value as the originally approved 3 mg, 7 mg, and 14 mg doses of oral semaglutide,” the company said. Novo Nordisk ( NVO ) added that it has submitted a supplemental drug application to the FDA seeking a label expansion for Ozempic tablets at 25 mg for use in adults with type 2 diabetes. A decision on its approval is expected by the end of this year. On Tuesday, the company announced that the Wegovy pill has generated roughly 50K weekly prescriptions as of Jan. 23 in the U.S. after its market rollout early last month. More on Novo Nordisk Novo Nordisk Q4: Slumping Due To Weak Guidance Novo Nordisk: My Certainties Swept Away By A Quarterly Report (Downgrade) Novo Nordisk A/S 2025 Q4 - Results - Earnings Call Presentation Novo Nordisk board proposes DKK 7.95 final dividend for 2025, initiates DKK 15B buyback Novo Nordisk’s 2026 outlook i...

We came across a bullish thesis on Alphabet Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.'s share was trading at $336.01 as of January 28th. GOOGL’s trailing and forward P/E were 33.17 and 29.85 respectively according to Yahoo Finance. Pixabay/Public Domain Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. (GOOGL) has decisively emerged as the dominant infrastructure provider in the global AI race, turning years of strategic hesitation into a powerful competitive advantage. The company’s Q3 2025 results underscore this transformation, with revenue reaching $102.3 billion, Google Cloud growing 34% to $15.2 billion, and operating margins expanding to 23.7%, reflecting the payoff from its long-term investments. By merging DeepMind and Google Brain under Gemini and standardizing AI architecture, Alphabet solved the classic Innovator’s Dilemma, ensuring that AI enhances rather than cannibalizes its core Search business. Search revenue grew 15% YoY as AI unlocked billions of new monetizable queries, proving that AI is expanding the market rather than threatening it. Alphabet’s unmatched infrastructure—custom TPUs, proprietary data centers, and power contracts—creates a moat that competitors cannot easily replicate. The company now processes 1.3 quadrillion tokens per month, generating unmatched breadth and depth of AI training data. With $155 billion in Cloud backlog and $24.5 billion in free cash flow this quarter alone, Alphabet funds its growth entirely from operations, avoiding dependence on external capital. Competitors like OpenAI rely on Alphabet’s grid to operate, highlighting Google’s structural advantage in power, cash, and distribution. The combination of AI-driven Search growth, high-margin Cloud expansion, and deep infrastructure control positions Alphabet for sustained long-term outperformance. Even Wa...

phuttaphat tipsana/iStock via Getty Images Investment Outlook Sprinklr, Inc. ( CXM ) is pursuing various initiatives as it navigates a transitional 2026/2027 period. I previously analyzed CXM in March 2025 with a Hold outlook due to the need to overhaul its operations, as performance had declined. The company is continuing to make widespread operating changes while changing its revenue model and upgrading its systems to be able to compete in an AI-centric enterprise market. This will likely be a multi-year grind, with muted upside during the period just ahead. My outlook on CXM is downgraded to a Sell due to downward renewal pressure, dropping RPO, and low overall dollar retention rates. Sprinklr’s Market And Approach Sprinklr provides customer and employee experience software to enterprises, along with service management software markets worldwide through its SaaS platform. CXM relies heavily on its in-house marketing and direct sales forces for larger accounts as well as through various resellers and related technology partners. The company has worked to integrate various generative AI capabilities into its marketing and client offerings to enable them to increase their productivity. CXM derives most of its revenue from subscriptions, with the remainder from professional services offered to clients for implementation purposes, as the pie chart shows below: SEC More recently, the company has been implementing a "hybrid" revenue model for new logo accounts, which is a combination of cost per seat and consumption/commitment usage. The value of this model is that it tends to better align the client’s needs and usage with CXM’s service delivery. As a result, seat-based subscription renewals will be under downward pressure for its existing client base, presenting a headwind to its traditional seat-based revenue stream. However, with the transition toward a more AI-centric set of offerings, customers are seeking more "outcome-based" relationships with vendors like Sprink...

Key Points D-Wave uses its quantum systems to help companies optimize their workflows. IonQ could shrink quantum computers with its trapped-ion chips. Both companies could grow much larger as the quantum market expands. 10 stocks we like better than D-Wave Quantum › Quantum computers could represent the next leap forward for the tech sector. Unlike classical computers, which still store data as binary bits of zeros and ones, quantum computers can store those zeros and ones simultaneously in a quantum state as qubits. That difference enables quantum computers to crunch more data and perform specific tasks much faster than their classical counterparts, but they're also bigger, pricier, and less power-efficient. However, Fortune Business Insights expects the quantum computing market to expand at a 34.8% CAGR from 2025 to 2032 as companies roll out more sophisticated, cost-efficient systems. Let's examine two of those companies -- D-Wave Quantum (NYSE: QBTS) and IonQ (NYSE: IONQ) -- and see why they might be worth buying in February. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » What do D-Wave and IonQ do? D-Wave accelerates electrons in both clockwise and counterclockwise directions through superconducting loops to achieve a quantum state. These electron-powered systems are simpler and cheaper to manufacture than other types, but they can be expensive to operate and maintain because they require cryogenic refrigeration. D-Wave's systems are designed explicitly for quantum annealing, a process that helps organizations optimize their workflows by identifying the ones which consume the least power. It also designs its own QPUs and Advantage quantum systems, and provides quantum computing as a service through its cloud-based Leap platform. IonQ traps ions with delicate lasers to put them into a quantum state. Its systems are expensive to manufacture and require ongoing maintenance, but...

美國提倡建立由多國組成的關鍵礦產貿易集團，避免今後再受第三方利用低價傾銷礦物，干擾成員國的製造業發展。美聯社指美國建立集團目的，是在沒有中國情況下，重建關鍵礦產的全球供應鏈。 據報逾50個國家代表，周三獲邀到華盛頓出席由美國倡導的關鍵礦產貿易集團計劃。 美國副總統萬斯表示目前礦產供應鏈很脆弱，有人惡意壓低關鍵資源價格。美方倡議設立價格保護機制，新集團透過調節關稅，確保成員國在採購關鍵礦產方面都有最低價格參考指標。 美國副總統萬斯指出︰「集團目的是要創造多樣化生產中心、穩定的投資環境，以及我們提過不受外部干擾的供應鏈。」 萬斯又表示，過往有人一直透過傾銷低價礦物，左右別國生產進度，新集團要消除有關風險。主持會議的國務卿魯比奧表示，新集團在關鍵礦產供求方面必須滿足所有成員。 與會的日本外務副大臣崛井巖強調在關鍵礦產議題上，日美兩國同坐一條船，他認為任何供應鏈的干擾，勢必影響全球經濟，兩國須共同合作應對挑戰。 彭博社引述知情人士報道，歐盟已準備就建立關鍵礦產貿易集團，同美國簽署諒解備忘錄，並計劃三個月內制定出「戰略夥伴關係路線圖」，共同抗衡中國影響力。報道指，提案包含多種降低對中國關鍵礦產依賴的方法，並建議歐盟與美國探索共同的關鍵礦產項目及價格支撐機制。分析認為，這同美國總統特朗普多次表明有意購買格陵蘭有關。 目前全球約7成的稀土在中國開採，約9成的稀土在中國加工處理。中方重申，各方都有責任為維護關鍵礦產產供鏈穩定，發揮建設性作用。 外交部發言人林劍稱︰「中方一貫認為，各國都應當遵守市場經濟原則和國際經貿規則，加強溝通對話。」 大國外交｜歐美就關鍵礦產簽署諒解備忘錄 北京指各方都有責任維護其穩定 外交部又稱，各國應該共同維護國際產供鏈的穩定暢通，推動世界經濟穩定發展。

格隆汇2月5日｜据外媒报道，特朗普政府周三表示，美国已同意与日本、墨西哥以及欧盟合作，共同开发用于国防等行业的关键矿产资源。美国官员表示，根据拟议的协议，各方将携手确定某些行业所需的关键矿产，并制定政策以鼓励这些矿产的开采和加工，从而转化为诸如稀土磁体之类的产品。相关政府在一份联合声明中表示，根据协议，美国、日本和欧盟将在30天内就如何共同支持采矿、精炼、加工和回收等项目达成一份谅解备忘录。美国贸易代表办公室在另一份声明中称，美国和墨西哥将在接下来的60天内实施类似的行动计划。美国副总统万斯表示，这些举措的一部分内容将是为盟国之间的关键矿产建立“优惠贸易区”。这将涉及为关键矿产设定最低价格，并通过对贸易区外的国家征收关税来维持该价格。

Rio Tinto seeks leadership roles in Glencore merger talks, FT says Reuters

Is the U.S. heading into a dictatorship? The Atlantic writer Robert Kagan says as Trump violates norms, laws and the Constitution, including his call to nationalize elections, "we're on the edge of the consolidation of dictatorship." Politics Is the U.S. heading into a dictatorship? The Atlantic writer Robert Kagan says as Trump violates norms, laws and the Constitution, including his call to nationalize elections, "we're on the edge of the consolidation of dictatorship." Sponsor Message Sponsor Message

宏福苑大火｜獨立委員會舉行指示會議 居民旁聽：做錯事要認、應該罰的便罰 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】就宏福苑火災成立的獨立委員會舉行指示會議。 指示會議在中環展城館舉行，委員會主席陸啟康委員陳健波及歐陽伯權一起乘車到達。委員會代表大律師李澍桓、馮天榮、代表市建局的資深大律師呂世杰等陸續到場，競委會、廉署、律政司等亦有派人出席。 會議就日後進行的聽證會安排給予指示，包括確定有意出席聽證會人士、機構或其法律代表，所用語言、證人供詞和文件提交方式等。指示會開放給400名預約公眾旁聽，有保安一度阻止旁聽人士受訪。 旁聽人士：「想知道後果是如何。（你所指的後果是甚麼？）沒話說。（誰人的後果？）期望？快點把屋給回我。」保安：「借借、借借、借借。」宏福苑居民鄧女士：「想知道的？取回公道，就這樣。應該要罰的便罰，做錯事要認，你做錯事便算，不可這樣。正如李家超所講，公平公正的。」

Bitcoin has fallen deeper into the dumps this week, briefly breaking below $73,000, and there could be even more crypto carnage ahead, according to several Wall Street shops. The digital asset is approaching its critical level of $70,000, or its price prior to a post-election surge that catapulted bitcoin to its record high just north of $126,000, according to Citi analysts. And if the token breaks below that threshold, it could be in for even more downside over the coming months, they said. "We believe Bitcoin prices are approaching key levels," Citi analyst Alex Saunders said Tuesday in a note to clients. "We are now below our estimated average US spot-ETF entry price $81.6k and close to the c. $70k pre-US election price." BTC.CM= 1M mountain Bitcoin has plunged over the past month. So how low will bitcoin go? The token could sink as low as roughly $38,000, based on previous market cycle data, if the digital asset's downturn continues, according to a new analyst note from Stifel. Bitcoin bleeds Bitcoin has shed about 20% over the past month, sinking to a low of $72,096.20 on Wednesday. That puts the token more than 40% off its all-time high. The flagship crypto is declining amid a variety of factors, including expectations that the U.S. Federal Reserve will take a more hawkish stance following the nomination last month of Kevin Warsh to the monetary policymaker's top spot, according to Deutsche Bank. Adding to bitcoin's troubles, regulatory and legislative momentum for digital assets in the U.S. has begun to slow, while liquidity for the token has thinned considerably due to large institutional outflows. The Crypto Fear and Greed Index, a key measure of market sentiment, has plunged to around 15 points, suggesting investors are making decisions informed by "extreme fear," according to Deutsche Bank. That fear has driven institutional outflows from spot bitcoin exchange-traded funds, which "has led to less money being traded… in turn [making] Bitcoin's price fall e...

Microsoft rarely sells off to these levels. Microsoft (MSFT +1.37%) stock has now reached levels that it has rarely been to in recent years. The 10% sell-off following its earnings was harsh, and now the stock is about 20% off its all-time high. While some may view this as a warning sign for things to come, I think this could be a buying opportunity. History tells us that right now could be an excellent time to load up on Microsoft stock. I have personally done just that, purchasing Microsoft shares following its sell-off because I think it is one of the best buying opportunities for Microsoft stock that investors have seen in years. Microsoft doesn't trade at a discount that often There are several ways to value a stock. When you have a company that's growing at a decent pace and is expected to do so in the future, the trailing price-to-earnings (P/E) ratio isn't as useful. Instead, I prefer to assess the stock using forward earnings. While this isn't a perfect measure because there is some uncertainty involved, I think it's one of the best to use for Microsoft. From this standpoint, Microsoft is the cheapest it has been over the past three years. The last few times Microsoft traded this cheaply, the stock ripped higher in a relatively short time frame, making it seem like right now is a prime buying opportunity. If you're stuck on using past results, I think the price-to-operating profits ratio is a better measure for Microsoft, as its earnings per share (EPS) is heavily skewed by its large investment in OpenAI. If we use this measure, it's still among the cheapest levels it has been in three years. At its peak, Microsoft traded at around 35 times forward earnings or 30 times operating profits. That indicates the stock could have nearly 50% upside if the valuation eventually returns to that level and Microsoft maintains its profits. But is that a realistic expectation? Microsoft's sell-off was unwarranted Another aspect we must assess is why Microsoft sold off in ...

MercadoLibre operates a leading e-commerce and digital payments platform serving merchants and consumers across Latin America. On February 4, 2026, Aubrey Capital Management Ltd reported a complete exit from its position in MercadoLibre (MELI 1.79%), having sold 5,638 shares in a trade estimated at $13.18 million based on quarterly average pricing during the quarter ended December 31, 2025. What Happened According to an SEC filing dated February 4, 2026, Aubrey Capital Management Ltd fully liquidated its MercadoLibre position, reducing its stake by 5,638 shares. The estimated transaction value was $13.18 million, calculated using the average share price for the quarter. The move eliminated a position that was previously 4.15% of the fund’s assets under management, and the quarter-end value of the stake declined by $13.18 million. What Else to Know The fund sold out of MercadoLibre, leaving the position at zero and removing it from reportable assets under management. Top holdings after the filing: NASDAQ: FUTU: $20.20 million (8.0% of AUM) NYSE: EMBJ: $20.02 million (7.9% of AUM) NYSE: NU: $18.81 million (7.4% of AUM) NYSE: LTM: $18.51 million (7.3% of AUM) NYSE: BABA: $15.58 million (6.1% of AUM) As of February 3, 2026, shares of MercadoLibre were priced at $2,099.90, up 10.0% over the past year but underperforming the S&P 500 by 5.4 percentage points. The fund’s 13F reportable assets under management stood at $254.07 million across 53 positions at quarter end, reflecting a fund downsizing of 20% versus the previous quarter. Company Overview Metric Value Price (as of market close February 3, 2026) $2,099.90 Market Capitalization $106.46 billion Revenue (TTM) $26.19 billion Net Income (TTM) $2.08 billion Company Snapshot Offers e-commerce marketplaces, digital payments (Mercado Pago), credit solutions, logistics, and advertising platforms across Latin America. Generates revenue through transaction fees, fintech services, advertising, logistics, and value-added servic...

A brutal rout in software stocks has rattled investors across Wall Street, but it’s provided a boon to those betting against the group. Worries that advancements in the artificial intelligence technology will disrupt traditional software business models has sent shares of software and artificial intelligence-linked names down 20% this year. For short sellers betting against the group, that’s meant $24 billion in paper gains, according to data from S3 Partners LLC. “This is a software-specific phenomenon; the broader Mag 7 is essentially unchanged,” Leon Gross , S3’s director of research wrote in a note to clients. Investors have been punishing software stocks for months amid growing fears that AI would hurt the core businesses of companies in the sector. Those worries became especially pronounced this week when Anthropic PBC released a new productivity tool that sent software, financial services and even asset management stocks tumbling, weighing on the broader stock market. Read More: Software Stocks Slide Again as AI Threats Rattle Investors (3) Bears are increasing their positions in the group as the rout shows no signs of subsiding, betting on more pain ahead. Short interest is rising in stocks including Microsoft Corp. , Oracle Corp. , Broadcom Inc. and Amazon.com Inc ., according to S3 Partners. Short interest in Microsoft has jumped by 20% this year, and it’s gone up by 10% for Oracle, according to S3. Broadcom and Amazon have seen increases in short interest as well. This marks a shift from the typical moves short sellers make at this point in a decline, especially in shares of Microsoft. Historically, the software company “behaves like a reversal stock, with shorts covering on the way down,” Gross said. “Now it is trading like a momentum-driven, distressed name, with shorts increasing into weakness.”

ROSEN, A LEADING LAW FIRM, Encourages Oracle Corporation Investors to Secure Counsel in ... Bluefield Daily Telegraph

Key Points Acquired 245,676 shares of USTB; estimated trade size $12.5 million based on quarterly average price. Quarter-end position value rose by $12.51 million, reflecting both trading and price changes. Change represented a 1.95% increase in 13F reportable assets under management (AUM). Post-trade position: 246,096 shares valued at $12.5 million. USTB stake now accounts for 1.95% of fund AUM, which places it outside the fund's top five holdings. 10 stocks we like better than Victory Portfolios II - VictoryShares Short-Term Bond ETF › On Feb. 2, 2026, Cornerstone Planning Group LLC disclosed a buy of VictoryShares Short-Term Bond ETF (NASDAQ:USTB), adding 245,676 shares in the fourth quarter. The estimated transaction value is $12.51 million based on average quarterly pricing. What happened According to a SEC filing dated Feb. 2, 2026, Cornerstone Planning Group LLC increased its holding in VictoryShares Short-Term Bond ETF by 245,676 shares during the fourth quarter of 2025. The estimated transaction value was $12.5 million, calculated using the average closing price for the quarter. The fund's quarter-end USTB position value rose by $12.51 million, reflecting both new purchases and pricing effects. What else to know The buy brings USTB to 1.95% of Cornerstone Planning Group LLC's 13F reportable assets under management. Top five holdings after the filing: NASDAQ: QQQM: $67.6 million (10.6% of AUM) NYSEMKT: FENI: $63.7 million (9.9% of AUM) NYSEMKT: FNDX: $44.2 million (6.9% of AUM) NYSEMKT: BIV: $41.3 million (6.4% of AUM) NYSEMKT: SMLF: $34.2 million (5.3% of AUM) As of Jan. 30, 2026, USTB shares were priced at $51.00, up 5.8% over the past year and trailing the S&P 500 by 9.9 percentage points. USTB posted an annualized dividend yield of 4.6% as of Feb. 2, 2026, with shares priced 0.3% below their 52-week high. ETF overview Metric Value AUM N/A Dividend Yield 4.59% Price (as of market close 1/30/26) $51.00 1-Year Total Return 5.83% ETF snapshot Investment stra...

Earnings Call Insights: KKR Real Estate Finance Trust Inc. (KREF) Q4 2025 Management View CEO Matthew Salem highlighted "significant progress strengthening our liquidity position throughout 2025" with the closing of a 7-year, $550 million Term Loan B in March, later upsized to $650 million and repriced at SOFR+ 250 basis points, as well as an upsized corporate revolver to $700 million. Salem also announced KREF's first loan in Europe and described it as "an important milestone" for geographic diversification. He emphasized that "more than 75% of our new originations during the year were concentrated in multifamily and industrial loans," and that the company is "operating at the high end of our leverage ratio and targeted portfolio size." Salem stated that 2026 "will be a year of transition for the company" with plans to "implement an aggressive resolution strategy for a significant portion of our watch list assets and select office assets," aiming to "compress the discount of our stock price to book value and more quickly unlock approximately $0.13 per share embedded in our REO assets." He noted that this strategy "will also put additional pressure on earnings until we're able to fully execute the plan." On dividends, Salem said "the Board is actively evaluating as part of a broader capital allocation discussion, particularly as we work through a transitional year for the portfolio." COO & President Patrick Mattson reported, "we downgraded the Cambridge Life Science and San Diego multifamily loans to risk rating 5," and recorded total incremental CECL provisions of $44 million. He added, "we ended the year with near record levels of liquidity totaling over $880 million," and repurchased over $9 million of common stock in the quarter, with $47 million remaining under the current buyback authorization. Mattson concluded, "we remain well capitalized and focused on repositioning the loan portfolio for improved earnings." Outlook Management expects "full year repayments ...

Earnings Call Insights: AbbVie (ABBV) Q4 2025 Management View Robert Michael, CEO & Chairman of the Board, reported "record net sales and exceeded our financial commitments, advanced our pipeline across all stages of development and acquired new sources of growth through strategic transactions." He highlighted full year adjusted earnings per share of $10 and total net revenues of $61.2 billion, which surpassed initial guidance by more than $2 billion. Michael stated that 2025 sales growth reached 8.6%, marking a new all-time high for AbbVie despite $16 billion of U.S. Humira erosion since LOE. He emphasized increased R&D spending by nearly $1 billion, funding 90 clinical programs, and over $5 billion in new business development, including acquisitions in immunology, neuroscience, and oncology. Michael announced a voluntary three-year agreement with the U.S. government, featuring low prices in Medicaid, expanded direct-to-patient cash pay options, and a $100 billion commitment in U.S. R&D and capital investments over the next decade. Jeffrey Stewart, Executive VP & Chief Commercial Officer, reported immunology quarterly revenues of approximately $8.6 billion, with Skyrizi sales at $5 billion and Rinvoq at nearly $2.4 billion. Stewart stated, "Skyrizi total prescription share in the U.S. biologic psoriasis market is now more than 45% and accelerating in the fourth quarter," while Rinvoq achieved "a leading mid-teen in-play patient share for RA across all lines of therapy in the U.S." He highlighted global Skyrizi IBD sales of $6.4 billion in 2025, more than doubling prior year performance, and noted that combined Skyrizi and Rinvoq sales already exceeded peak Humira sales by more than $4.5 billion. Stewart added that Vyalev sales were $183 million in the quarter and are expected to achieve blockbuster status in 2026. Scott Reents, Executive VP & CFO, stated, "We reported adjusted earnings per share of $2.71, which is $0.08 above our guidance midpoint." Reents reported...

Earnings Call Insights: The Hanover Insurance Group, Inc. (THG) Q4 2025 Management View President and CEO John "Jack" C. Roche stated the company delivered "excellent margins while growing with intention" and capped a record year with "one of the best fourth quarters in our 30-year history as a public company with record quarterly operating earnings per share." Roche emphasized disciplined execution, operational excellence, and a strategy focused on resilience and adaptability, highlighting investments in product and service capabilities, technology enhancements, and agency partnerships. Roche reported Personal Lines net written premium growth of 4.4% in the quarter, attributing success to "pricing, changes in terms and conditions and targeted deconcentration actions in the Midwest." In Core Commercial, Small Commercial net written premiums increased by nearly 5% in the quarter and for the full year, with strong retention and double-digit price increases. Specialty segment premium growth moderated to approximately 4%, with "heightened competitive pressure across property lines" but continued double-digit growth in excess and surplus lines. CFO Jeffrey Farber said, "We wrapped up the year on a high note with an excellent fourth quarter combined ratio of 89% as well as operating return on equity of 23.1%, one of our best results ever." Farber added the full-year combined ratio was "a strong 91.6%, improving over 3 points year-over-year," and noted net investment income increased 24.9% in the quarter and 22% for the year to $454.4 million. Farber stated, "Our book value increased approximately 27% in 2025, ending the year at $100.90, driven by strong earnings in the year and an improved unrealized loss position on invested assets." The quarterly dividend was raised by 5.6% to $0.95 per share, and the company repurchased approximately 307,000 shares totaling $55 million in the fourth quarter. Outlook Farber outlined 2026 guidance: "We expect overall consolidated net wri...

Key Points Boston Scientific grew sales and adjusted earnings per share by 16% and 14% in the fourth quarter. However, the company's guidance underwhelmed the market. Ultimately, Boston Scientific's earnings were fine, and its future looks bright, making today's move seem like an overreaction. 10 stocks we like better than Boston Scientific › Shares of leading cardiovascular and medsurg (medical-surgical) technologies provider Boston Scientific (NYSE: BSX) are down 16% as of noon ET on Wednesday, following its fourth-quarter earnings report. Boston Scientific grew sales and adjusted earnings per share (EPS) by 16% and 14%, surpassing Wall Street's expectations. However, the company came up ever-so-slightly short of analysts' hopes for Q1 and 2026 guidance, sending the stock down today. After the stock doubled between 2023 and 2025, the market seemed to have Boston Scientific priced to deliver exceptional guidance -- and while its Q4 earnings looked great (to me, at least), its guidance wasn't "perfect" in the market's eyes. Buy the dip on this top-tier compounder? I believe the market's reaction to Boston Scientific's earnings is a bit short-sighted. The company: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » delivered 18% sales growth in its core cardiovascular segment grew revenue by 12% in its medsurg unit delivered 12% sales growth or higher in every geography it covers continued building out its broad pipeline of technologies in both segments announced its intent to acquire Penumbra , potentially reinforcing its vascular tech solutions , potentially reinforcing its vascular tech solutions projected for 11.25% sales growth in 2026 guided for $4.2 billion in free cash flow (FCF) in 2026, compared to $3.7 billion this year Now trading at 28 times forward FCF, Boston Scientific isn't outrageously valued, given that it has grown sales by double digits for 12 consecutive quarters....

At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 06/30/2024 reporting period, and noticed that Apple Inc (Symbol: AAPL) was held by 18 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in AAPL positions, for this latest batch of 13F filers: In terms of shares owned, we count 5 of the above funds having increased existing AAPL positions from 03/31/2024 to 06/30/2024, with 12 having decreased their positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the AAPL share count in the aggregate among all of the funds which held AAPL at the 06/30/2024 reporting period (out of the 1,269 we looked at in total). We then compared that number to the sum total of AAPL shares those same funds held back at the 03/31/2024 period, to see how the aggregate share count held by hedge funds has moved for AAPL. We found that between these two periods, funds increased their holdings by 5,233,409 shares in the aggregate, from 252,040,002 up to 257,273,411 for a share count increase of approximately 2.08%. The overall top three funds holding AAPL on 06/30/...

欧洲股市表现平淡，汽车和化工等周期性板块的上涨抵消了科技股的下跌。诺和诺德在发布令人大跌眼镜的销售预测之后股价暴跌17%。 斯托克欧洲600指数收盘几无变动，此前一度上涨0.7%。化工股录得近四年来最好一天，市场看好该地区放宽减排规则，这助推了向增长前景势将改善的公司轮动的势头。电信和必需消费品等防御性板块也上涨。 相比之下，科技股延续跌势，前日软件股因市场对人工智能颠覆性影响的担忧而下跌。Cellnex Telecom SA因周二晚些时候宣布新的高层管理架构而上涨，提振了所在板块。由于金属反弹势头在尾盘消退，矿业股回吐涨幅，最终收跌。 个股方面，葛兰素史克上涨6.9%，受HIV药物和一种现已获批用于治疗肺部疾病的哮喘药物提振，该公司报道的第四季度业绩强于预期。诺和诺德跌幅为7月以来最大，市值蒸发超过400亿美元，给医疗保健板块带来了压力。 桑坦德走低3.5%，此前这家西班牙的银行宣布以120亿美元收购韦伯斯特金融公司。一些分析师担忧该银行可能没有充分利用其资本，另一些人则指出其在美国的整合和扩张存在风险。 责任编辑：丁文武