Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rajesh Vashist Chief Financial Officer — Beth Howe Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $113.3 million for the quarter, up 66% year over year and 36% sequentially from fiscal Q3 2025 (period ended Dec. 31, 2025), marking the first time SiT...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rajesh Vashist Chief Financial Officer — Beth Howe Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $113.3 million for the quarter, up 66% year over year and 36% sequentially from fiscal Q3 2025 (period ended Dec. 31, 2025), marking the first time SiTime Corporation SITM 0.99% ) -- $113.3 million for the quarter, up 66% year over year and 36% sequentially from fiscal Q3 2025 (period ended Dec. 31, 2025), marking the first time Non-GAAP EPS -- $1.53, more than triple the $0.48 reported in fiscal Q4 2024. -- $1.53, more than triple the $0.48 reported in fiscal Q4 2024. Gross margin -- 61.2% for the quarter, a 240 basis point improvement year over year, ending above the 60% exit target. -- 61.2% for the quarter, a 240 basis point improvement year over year, ending above the 60% exit target. Comms enterprise data center revenue -- $64.6 million, or 57% of total revenue, representing 160% year-over-year growth and the seventh consecutive quarter above 100% growth. -- $64.6 million, or 57% of total revenue, representing 160% year-over-year growth and the seventh consecutive quarter above 100% growth. Book-to-bill ratio -- Over 1.5 at quarter-end, with management noting, "excellent visibility for the year." -- Over 1.5 at quarter-end, with management noting, "excellent visibility for the year." Inventory -- Ended at $81.7 million, down from $86.7 million in fiscal Q3, with inventory levels stated as in line with company targets. -- Ended at $81.7 million, down from $86.7 million in fiscal Q3, with inventory levels stated as in line with company targets. Operating income -- $34 million for the quarter, a $26 million increase year over year, reflecting cost leverage as revenue scaled. -- $34 million for the quarter, a $26 million increase year over year, reflecting cost leverage as revenue scaled. Cash flow from operations -- $2...
The Illinois governor, JB Pritzker, has announced that his state will join the World Health Organization’s Global Outbreak Alert and Response Network (GOARN), following Donald Trump’s decision to withdraw the US from the global body in 2025. Pritzker, a Democrat, made the announcement on Tuesday, confirming that Illinois will become part of the coordinated international network dedicated to monito...
The Illinois governor, JB Pritzker, has announced that his state will join the World Health Organization’s Global Outbreak Alert and Response Network (GOARN), following Donald Trump’s decision to withdraw the US from the global body in 2025. Pritzker, a Democrat, made the announcement on Tuesday, confirming that Illinois will become part of the coordinated international network dedicated to monitoring and responding to global disease outbreaks. “By withdrawing from the World Health Organization, Donald Trump has undermined science and weakened our nation’s ability to detect and respond to global health threats. I refuse to sit idly by and let that happen,” Pritzker said. He added: “By joining the World Health Organization’s coordinated network, GOARN, we are ensuring that our public health leaders – and the public – have the information, expertise and partnerships they need to protect the people of our state. Across our state and alongside valued partners around the world, Illinois will continue to put science, preparedness and people first.” Illinois’ lieutenant governor, Juliana Stratton, echoed the governor’s remarks, saying: “We will always choose the health of our people over political grandstanding or misinformation, and we will remain focused on what keeps families and communities safe.” Through its membership in GOARN, Illinois will gain direct access to global early-warning alerts and outbreak intelligence, as well as opportunities for technical collaboration and surge support during major public health emergencies. The state will also participate in international training programs, exercises and best-practice exchanges, Pritzker’s office said. Illinois’s move comes after Trump made the decision to withdraw the US from the World Health Organization (WHO) upon retaking office last year. The US had been the WHO’s largest donor, accounting for about 18% of its total funding. Its departure led to the loss of nearly a quarter of the WHO’s workforce – about 2,000...
Michael Derrer Fuchs/iStock Editorial via Getty Images Introduction Shares in UBS Group ( UBS ) are down on Q4 2025 earnings, which reflect the ongoing impact of the Credit Suisse integration. The bank also unveiled an ambitious 18% return on CET1 [RoCET1] profitability target for 2028, likely indicating that reported earnings should increase materially in 2026-2028. Even so, I maintain a Hold rat...
Michael Derrer Fuchs/iStock Editorial via Getty Images Introduction Shares in UBS Group ( UBS ) are down on Q4 2025 earnings, which reflect the ongoing impact of the Credit Suisse integration. The bank also unveiled an ambitious 18% return on CET1 [RoCET1] profitability target for 2028, likely indicating that reported earnings should increase materially in 2026-2028. Even so, I maintain a Hold rating on UBS, driven by: Limited near-term catalysts as the shares trade at a circa 50% trailing P/E premium versus European banking peers. Incremental reported profitability improvements, likely indicating that the premium should shrink to only 6% by 2028. Execution risks to reaching the 2028 return aspiration, leaving little room for error in light of the 68% tangible book premium. The bank's latest Q4 2025 results presentation is available here . Let's now dive into UBS's recent financials before exploring its near-term 2026 plans and 2028 aspirations. I then elaborate on UBS's valuation relative to peers, ultimately confirming a Hold rating in line with my previous coverage . Q4 2025 Results Overview UBS reported EPS of $0.37/share, up 61% Y/Y. The surge came as the bank benefited from lower operating expenses and a benign risk environment, while revenue increased thanks to solid performance in the Global Wealth Management, Asset Management, and Investment Bank segments, only partially offset by weakness in Swiss Personal & Corporate Banking. Tangible book value stood at $26.93/share, up 1.5% Q/Q. The return on tangible equity [ROTE] was modest at only 5.8%, albeit a 1.9% improvement Y/Y. The low reported returns are due to the continuing impact of the Credit Suisse integration. Excluding these effects, non-GAAP underlying ROTE stood at 10.5%. UBS remains well-capitalized, with a CET1 ratio of 14.4% at the end of 2025, up 0.13% Y/Y. This allowed the bank to start another $3 billion share buyback. All in all, I think UBS's performance was quite robust in Q4 2025, although ...
A rotation out of software stocks showed little signs of a retreat Wednesday as investors worried about business risks posed by better AI tools. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins Bloomberg Businessweek Daily to discuss, saying that while it's legitimate, broader AI fear "feeds on itself." Hunt also says that the "huge ecosystems" around software stocks can serve as a...
A rotation out of software stocks showed little signs of a retreat Wednesday as investors worried about business risks posed by better AI tools. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins Bloomberg Businessweek Daily to discuss, saying that while it's legitimate, broader AI fear "feeds on itself." Hunt also says that the "huge ecosystems" around software stocks can serve as a cushion for any worry. She speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Frank Sorrentino, Founder and CEO of ConnectOne Bank, joins Bloomberg Businessweek Daily to discuss the state of regional banks as Santander snaps up Webster for $12 billion in a push for US expansion. Sorrentino says smaller banks benefit from consolidation as clients move from firm to firm and bank product options change. He also discusses the state of the consumer and the housing market as the ...
Frank Sorrentino, Founder and CEO of ConnectOne Bank, joins Bloomberg Businessweek Daily to discuss the state of regional banks as Santander snaps up Webster for $12 billion in a push for US expansion. Sorrentino says smaller banks benefit from consolidation as clients move from firm to firm and bank product options change. He also discusses the state of the consumer and the housing market as the Trump administration mulls different housing-related proposals centered around affordability. Sorrentino speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Revenue is soaring at this AI company. Nvidia (NVDA 3.41%) is a key player in the artificial intelligence (AI) arena, as designer of the world's top-performing AI chips. These graphics processing units (GPUs) fuel some of the most critical AI tasks, and their speed and overall efficiency have helped them to dominate the market. This product, along with a whole portfolio of related tools and servic...
Revenue is soaring at this AI company. Nvidia (NVDA 3.41%) is a key player in the artificial intelligence (AI) arena, as designer of the world's top-performing AI chips. These graphics processing units (GPUs) fuel some of the most critical AI tasks, and their speed and overall efficiency have helped them to dominate the market. This product, along with a whole portfolio of related tools and services, has helped Nvidia to bring in significant revenue growth quarter after quarter in recent years. But this market giant isn't only a designer of AI products. It's also an investor in other key AI players. Nvidia held a $4.3 billion stock portfolio as of the end of the third quarter, and more than 85% of it was invested in one AI company. Should you follow Nvidia into this high-growth player? Let's find out. An AI cloud specialist Not only does Nvidia invest in this company, but the two also work together. This player that has attracted Nvidia's attention and investment is CoreWeave (CRWV 8.44%), an AI cloud specialist. CoreWeave offers its customers the ability to rent its Nvidia GPUs to suit their needs. This means they don't have to build out their own infrastructure -- a costly and lengthy effort -- and instead can rely on CoreWeave's already existing fleet. Customers may count on gaining access to the very latest Nvidia has to offer, as CoreWeave, following the past two launches -- Blackwell and Blackwell Ultra -- was the first to make those systems generally available. All of this has helped CoreWeave to deliver soaring revenue in recent times. For example, in the latest period, revenue jumped to in the triple-digits to $1.3 billion. Now, let's consider the Nvidia-CoreWeave relationship. As mentioned, Nvidia had more than 85% of its stock portfolio invested in the company as of the end of the third quarter. And just recently, Nvidia said it made a fresh $2 billion investment in CoreWeave Class A common shares to help fund the cloud company's buildout of AI factories ...
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(RTTNews) - The Ensign Group, Inc. (ENSG) released a profit for its fourth quarter that Increases, from the same period last year The company's bottom line totaled $95.45 million, or $1.61 per share. This compares with $79.68 million, or $1.36 per share, last year. Excluding items, The Ensign Group, Inc. reported adjusted earnings of $107.83 million or $1.82 per share for the period. The company's...
(RTTNews) - The Ensign Group, Inc. (ENSG) released a profit for its fourth quarter that Increases, from the same period last year The company's bottom line totaled $95.45 million, or $1.61 per share. This compares with $79.68 million, or $1.36 per share, last year. Excluding items, The Ensign Group, Inc. reported adjusted earnings of $107.83 million or $1.82 per share for the period. The company's revenue for the period rose 20.4% to $1.36 billion from $1.13 billion last year. The Ensign Group, Inc. earnings at a glance (GAAP) : -Earnings: $95.45 Mln. vs. $79.68 Mln. last year. -EPS: $1.61 vs. $1.36 last year. -Revenue: $1.36 Bln vs. $1.13 Bln last year. We are issuing our annual 2026 earnings guidance of $7.41 to $7.61 per diluted share and annual revenue guidance of $5.77 billion to $5.84 billion. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Feb. 4, 2026, 6:08 p.m. ET Following Amazon’s announcement that it will be closing Amazon Fresh stores nationwide, state filings reveal several thousand workers in Southern California are set to feel the impact. In late January, Amazon revealed it planned to shutter its Amazon Fresh and Amazon Go physical stores, a move hitting numerous Southern California cities like Long Beach, Los Angeles, Font...
Feb. 4, 2026, 6:08 p.m. ET Following Amazon’s announcement that it will be closing Amazon Fresh stores nationwide, state filings reveal several thousand workers in Southern California are set to feel the impact. In late January, Amazon revealed it planned to shutter its Amazon Fresh and Amazon Go physical stores, a move hitting numerous Southern California cities like Long Beach, Los Angeles, Fontana, Poway and more. The decision to close was after “a careful evaluation of the business” and how the company could “best serve customers,” according to Amazon. “While we've seen encouraging signals in our Amazon-branded physical grocery stores, we haven't yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion,” Amazon said in January. Filings with California’s Employment Development Department show that approximately 3,339 employees are impacted by the shuttering of 19 Amazon Fresh locations in Southern California. Amazon did not confirm the figure and declined to share any figures on the number of employees impacted by the Southern California store closures in an email to the USA TODAY Network. In its January announcement, Amazon said it was working “whenever possible to help” impacted employees “find roles elsewhere in Amazon.” Amazon said to the USA TODAY Network that many workers will have the chance to stay with the company through different roles, and that those who opt not to stay with Amazon will get severance packages in accordance with their policies. The SoCal impact comes as the San Francisco Chronicle reported that Amazon is cutting hundreds of corporate jobs in the Bay Area. When will Amazon Fresh stores close in Southern California? “Public-facing operations” at these locations are expected to halt on March 13, according to filings with the state. Which Amazon stores will be turned into a Whole Foods Market? Amazon said in January that it would convert “various locations” of its Amazon-branded phy...
Russian-state hackers wasted no time exploiting a critical Microsoft Office vulnerability that allowed them to compromise the devices inside diplomatic, maritime, and transport organizations in more than half a dozen countries, researchers said Wednesday. The threat group, tracked under names including APT28, Fancy Bear, Sednit, Forest Blizzard, and Sofacy, pounced on the vulnerability, tracked as...
Russian-state hackers wasted no time exploiting a critical Microsoft Office vulnerability that allowed them to compromise the devices inside diplomatic, maritime, and transport organizations in more than half a dozen countries, researchers said Wednesday. The threat group, tracked under names including APT28, Fancy Bear, Sednit, Forest Blizzard, and Sofacy, pounced on the vulnerability, tracked as CVE-2026-21509, less than 48 hours after Microsoft released an urgent, unscheduled security update late last month, the researchers said. After reverse-engineering the patch, group members wrote an advanced exploit that installed one of two never-before-seen backdoor implants. Stealth, speed, and precision The entire campaign was designed to make the compromise undetectable to endpoint protection. Besides being novel, the exploits and payloads were encrypted and ran in memory, making their malice hard to spot. The initial infection vector came from previously compromised government accounts from multiple countries and were likely familiar to the targeted email holders. Command and control channels were hosted in legitimate cloud services that are typically allow-listed inside sensitive networks. Read full article Comments
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET Call participants Chief Executive Officer — C.J. Prober Chief Financial Officer — Bryan D. Murray Vice President, Investor Relations — Erik Bylin Takeaways Full-Year Revenue -- $699.6 million, representing a 3.8% increase, marking the first annual revenue growth since 2020. -- $699.6 million, representing a 3.8% increase, marking ...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET Call participants Chief Executive Officer — C.J. Prober Chief Financial Officer — Bryan D. Murray Vice President, Investor Relations — Erik Bylin Takeaways Full-Year Revenue -- $699.6 million, representing a 3.8% increase, marking the first annual revenue growth since 2020. -- $699.6 million, representing a 3.8% increase, marking the first annual revenue growth since 2020. Enterprise Segment Revenue -- $89.4 million in the quarter, up 10.6% year over year, and 18.8% annual growth, now accounting for 49% of the business mix, an improvement of 470 basis points. -- $89.4 million in the quarter, up 10.6% year over year, and 18.8% annual growth, now accounting for 49% of the business mix, an improvement of 470 basis points. Consumer Segment Revenue -- $93.1 million for the quarter, down 8.4% year over year, with core consumer revenue up 1.6%, offset by a 30% decline in sales to service providers. -- $93.1 million for the quarter, down 8.4% year over year, with core consumer revenue up 1.6%, offset by a 30% decline in sales to service providers. Recurring Revenue (ARR) -- Ended the quarter at $40.4 million, growing 18% year over year, with 558,000 recurring subscribers. -- Ended the quarter at $40.4 million, growing 18% year over year, with 558,000 recurring subscribers. Gross Margin -- Record non-GAAP gross margin of 41.2% both for Q4 and the year, representing a 750-basis-point year-over-year increase per segment and an 840-basis-point increase over the prior year. -- Record non-GAAP gross margin of 41.2% both for Q4 and the year, representing a 750-basis-point year-over-year increase per segment and an 840-basis-point increase over the prior year. Non-GAAP EPS -- $0.26 for Q4, up 117% sequentially, with full-year non-GAAP net income of $13.3 million, or $0.44 per share. -- $0.26 for Q4, up 117% sequentially, with full-year non-GAAP net income of $13.3 million, or $0.44 per share. Operating Margin -- Q4...
Advanced Micro Devices (AMD) reported its Q4 earnings on February 3. The earnings release beat consensus estimates, but company guidance disappointed investors, and the stock is crashing, trading about 16% lower at the time of writing, Wednesday morning, Feb. 4, according to Yahoo Finance. “Our AI ...
Advanced Micro Devices (AMD) reported its Q4 earnings on February 3. The earnings release beat consensus estimates, but company guidance disappointed investors, and the stock is crashing, trading about 16% lower at the time of writing, Wednesday morning, Feb. 4, according to Yahoo Finance. “Our AI ...
Uber Technologies (NYSE:UBER), a global ride-hailing and delivery platform, closed Wednesday at $73.92, down 5.15%. The stock moved lower after Uber reported strong Q4 revenue growth but missed EPS estimates and offered conservative Q1 2026 guidance. Investors are watching margin trends and execution on its autonomous and robotaxi strategy next. Trading volume reached 62.8 million shares, about 20...
Uber Technologies (NYSE:UBER), a global ride-hailing and delivery platform, closed Wednesday at $73.92, down 5.15%. The stock moved lower after Uber reported strong Q4 revenue growth but missed EPS estimates and offered conservative Q1 2026 guidance. Investors are watching margin trends and execution on its autonomous and robotaxi strategy next. Trading volume reached 62.8 million shares, about 208% above its three-month average of 20.4 million shares. Uber Technologies IPO'd in 2019 and has grown 78% since going public. How the markets moved today The S&P 500 fell 0.51% to 6,882, while the Nasdaq Composite declined 1.51% to 22,905. Within transportation, mobility-as-a-service names also traded lower, with Lyft closing at $16.16 (-3.58%) and DoorDash finishing at $195.83 (-3.05%). What this means for investors While the market was underwhelmed by Uber’s Q4 earnings report and guidance, investors shouldn’t panic. Setting Wall Street’s expectations aside, Uber: increased sales by 20% and guided for bookings growth of 19% in Q1 grew free cash flow (FCF) by 42% delivered Uber One growth of 55% (now 46 million members, equalling 50% of bookings) saw monthly active platform users rise by 18% plans to have autonomous vehicles (AVs) running in 15 cities in 2026 generated 60% of its mobility bookings outside of the U.S. Now trading at just 18 times FCF, Uber’s growth optionality and strong positioning in the burgeoning AV industry make it one of my favorite growth stocks to buy right now. However, it will be a volatile ride in this unpredictable, nascent niche. Should you buy stock in Uber Technologies right now? Before you buy stock in Uber Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004.....
The S&P 500(SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite(NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average(DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices(NASDAQ:AMD) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had high ...
The S&P 500(SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite(NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average(DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices(NASDAQ:AMD) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had high expectations, and investors felt the company’s Q1 forecast came up short. Software stocks continued to tumble, with intraday drops from big names, including Thomson Reuters(NASDAQ:TRI) which is down over 20% in the past five days. In contrast, biopharmaceutical company Amgen,(NASDAQ:AMGN), gained over 8% on positive Q4 results, helping to push the Dow into positive territory. What this means for investors The Nasdaq continued to plummet today, with AI skepticism reflected in the steep AMD sell-off. SanDisk(NASDAQ:SNDK) finished the day down by almost 16%, erasing some of its recent gains. Anthropic’s release of new AI tools is pressuring software and services companies. Concern that it could automate a host of jobs offered by companies wiped around $300 billion off software and financial services stocks yesterday, per The Wall Street Journal. Tech upheaval means capital is rotating towards defensive and cyclical stocks, as shown by today’s Dow gains. Disappointing jobs data from ADP did little to reassure investors. The payroll processor said today that private payrolls added 22,000 jobs in January, far below the predicted 45,000 positions. Ongoing uncertainty is likely to weigh on high-risk stocks and contribute to further volatility. Should you buy stock in S&P 500 Index right now? Before you buy stock in S&P 500 Index, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and S&P 500 Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming y...
US markets went for a bit of a wild ride on Wednesday, with chipmakers and other tech giants joining battered software makers in falling amid fears artificial intelligence will wreak havoc on business models and white collar jobs . Since reaching an all-time high in October, the S&P 500 software group has plunged more than 25%, though some have suggested the shift is a long overdue rotation rather...
US markets went for a bit of a wild ride on Wednesday, with chipmakers and other tech giants joining battered software makers in falling amid fears artificial intelligence will wreak havoc on business models and white collar jobs . Since reaching an all-time high in October, the S&P 500 software group has plunged more than 25%, though some have suggested the shift is a long overdue rotation rather than an existential AI threat. After Tuesday’s wipeout , the broader tech space got caught up in the selling today. In late hours, Alphabet reported solid sales but said it planned to spend far more than investors expected, while Qualcomm gave a middling revenue outlook. Making matters worse, the US labor market is looking more dour. While the Trump administration delayed another unemployment report citing a government shutdown, a non-government source of employment data showed a distinct softening . Still, the S&P 500 ended the day only a half-percent lower while most of its shares rose. The Nasdaq 100 slid 1.8%. What You Need to Know Today The cryptocurrency rout continued as Bitcoin slumped close to $72,000, a level last seen 15 months ago. The world’s largest digital asset is extending a downward spiral that’s seen it shed more than 40% from its peak in October. The downturn has been tied to larger market concerns, but if prediction markets are to be believed, there’s a lot further for Bitcoin to fall . The SpaceX initial public offering continues to march forward on an ambitious timeline for this year. After Monday’s announcement that Elon Musk’s rocket and satellite company would combine with his xAI, sources disclosed the company was meeting with foreign banks for its IPO . Banks pitched for roles at SpaceX’s California office in mid-January, with one grouping comprising European lenders and another made up of firms from other regions. SpaceX had already interviewed the big Wall Street firms, including Bank of America, Goldman Sachs, JPMorgan and Morgan Stanley. Vla...
When it comes to funerals, we tend to cling to the solemn and the tasteful. We hate to think about death, so we cordon it off from all recognisable signs of life – particularly warmth and comedy. Enter Butterflies Rising Funeral Care, the subject of new Channel 4 documentary The Fabulous Funeral Parlour, which is shaking things up. Our introduction to this funeral home, founded by Liverpudlian Hay...
When it comes to funerals, we tend to cling to the solemn and the tasteful. We hate to think about death, so we cordon it off from all recognisable signs of life – particularly warmth and comedy. Enter Butterflies Rising Funeral Care, the subject of new Channel 4 documentary The Fabulous Funeral Parlour, which is shaking things up. Our introduction to this funeral home, founded by Liverpudlian Hayley McCaughran, is seeing a casket with a gold plaque that reads “FUCK OFF”. McCaughran tells us that when making nameplates they always ask families whether the deceased had a favourite saying: “We don’t do it a traditional way.” Telling us the story of the funeral home itself, and following a few families’ experiences, The Fabulous Funeral Parlour tries to make us feel something new about the most universal experience there is. And it succeeds – there are numerous moments when I think: “How did they come up with that?” or laugh guiltily, wondering if something is inappropriate. With pillarbox red curls and full beat makeup, McCaughran potters around the spa-like funeral home chatting to the bodies. “Morning, sir. How are we today? Still looking good, aren’t we?” she says to one man, splashing him with aftershave before a family visit. “Your tea’s on the side,” she tells another deceased person as she slips out of the room. “Just because they’re asleep it doesn’t mean that they don’t deserve the same respect as you or I.” Of the families’ journeys with Butterflies Rising, the most live (quite literally) is Marion’s. She has just weeks to live, due to kidney failure, and wants to plan her own funeral to take the pressure off her young daughters. She reels off a list of things she wants for her last hurrah: a singer, a disco, a rave. You wonder how Marion keeps such a sense of humour at a time like this – she and her family joke that she’s a “real-life Barbie girl” – because she’s had an operation called an abdominoperineal resection “where they sew your bottom up”. View ima...
kynny/iStock via Getty Images The last time I spoke about AbbVie Inc. ( ABBV ) it was in a Seeking Alpha article entitled as " AbbVie: Increased Outlook For 2025 And Expansions Merit Continued 'Strong Buy' Rating ." For this article I had noted a Strong Buy rating on the stock, despite its drug HUMIRA continuing to see a decline. I also mentioned that it had robust growth in both of its immunology...
kynny/iStock via Getty Images The last time I spoke about AbbVie Inc. ( ABBV ) it was in a Seeking Alpha article entitled as " AbbVie: Increased Outlook For 2025 And Expansions Merit Continued 'Strong Buy' Rating ." For this article I had noted a Strong Buy rating on the stock, despite its drug HUMIRA continuing to see a decline. I also mentioned that it had robust growth in both of its immunology and neuroscience portfolios as well. This time around, I believe that it is important for me to maintain a Strong Buy rating, and the reason why is because, first and foremost, there was a huge surprise. AbbVie was actually able to beat Q4 of 2025 earnings expectations because of HUMIRA. As a matter of fact, revenue for this drug reached $1.2 billion for the quarter. Why is this crucial? That's because the projection by analysts was that revenues for HUMIRA would only be $993.8 million for the quarter. This was a good surprise for AbbVie. While more could have been done in terms of sales of its two new key drugs, RINVOQ and SKYRIZI, I believe it is important to maintain a Strong Buy rating on this stock for several reasons. The first reason is because sales of RINVOQ and SKYRIZI came in at $2.37 billion and $5 billion, respectively. The point here is that this was pretty much close to in line with the general consensus of $2.38 billion and $4.9 billion. The second reason is because investors can't be disappointed at the expected sales growth for all of 2026. AbbVie projects its sales growth for 2026 to be 9.5% higher, at $67 billion. The truth is that both SKYRIZI and RINVOQ are still growing by an average of 30%, and I believe this is an important takeaway. Even with RINVOQ slightly missing consensus. Lastly, I believe that AbbVie is going to be good in the long run. Why do I state that? Well, it already has several expansion indications underway that it is working on. Consider that RINVOQ hasn't met consensus, but I believe future indications will eventually help in this...
Palantir Technologies (NASDAQ:PLTR) , a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since...
Palantir Technologies (NASDAQ:PLTR) , a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since going public. The broader market weakened Wednesday, with the S&P 500 (SNPINDEX: ^GSPC) slipping 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.51% to 22,905. Within software infrastructure names, peers were mixed, as Snowflake (NYSE:SNOW) closed at $165.29 (-4.59%) while Prologis (NYSE:PLD) finished at $134.84 (+2.24%). Palantir shares declined sharply on Wednesday, despite 70% revenue growth to $1.41 billion and two analyst upgrades to Buy. The drop reflected concerns about valuation, as investors questioned the stock's premium compared to other AI software companies and reconsidered how much future growth is already priced in. Continue reading
Image source: The Motley Fool. Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rene Haas Chief Financial Officer — Jason Child Head of Investor Relations — Jessica Vall TAKEAWAYS Total Revenue -- $1.24 billion, representing 26% growth year over year, and marking the fourth consecutive quarter above $1 billion. -- $1.24 billion, representing 26% growth year over year, and mark...
Image source: The Motley Fool. Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rene Haas Chief Financial Officer — Jason Child Head of Investor Relations — Jessica Vall TAKEAWAYS Total Revenue -- $1.24 billion, representing 26% growth year over year, and marking the fourth consecutive quarter above $1 billion. -- $1.24 billion, representing 26% growth year over year, and marking the fourth consecutive quarter above $1 billion. Royalty Revenue -- $737 million, up 27% year over year, with growth driven by smartphones, data center, and double-digit expansion in automotive. -- $737 million, up 27% year over year, with growth driven by smartphones, data center, and double-digit expansion in automotive. License and Other Revenue -- $505 million, increasing 25% year over year, including $200 million from a Technology Licensing and Design Services agreement with SoftBank (OTC: SFTBY). -- $505 million, increasing 25% year over year, including $200 million from a Technology Licensing and Design Services agreement with (OTC: SFTBY). Non-GAAP EPS -- $0.43, at the high end of guidance, reflecting higher revenue and slightly lower operating expense. -- $0.43, at the high end of guidance, reflecting higher revenue and slightly lower operating expense. Non-GAAP Operating Income -- $505 million, up 14% year over year, resulting in a 41% non-GAAP operating margin. -- $505 million, up 14% year over year, resulting in a 41% non-GAAP operating margin. Non-GAAP Operating Expenses -- $716 million, up 37% year over year, reflecting continued increases in R&D investment and headcount expansion. -- $716 million, up 37% year over year, reflecting continued increases in R&D investment and headcount expansion. Annualized Contract Value (ACV) -- Grew 28% year over year, sustaining momentum from prior quarters, and outperforming long-term growth expectations for license revenue. -- Grew 28% year over year, sustaining momentum from prior quarters, and outperforming long-term ...