While software stocks are 'entering a winter phase,' Apple (AAPL.US) remains 'evergreen'! Its market value has risen against the trend to surpass $4 trillion, becoming a safe haven amid AI substitution fears. 富途牛牛
While software stocks are 'entering a winter phase,' Apple (AAPL.US) remains 'evergreen'! Its market value has risen against the trend to surpass $4 trillion, becoming a safe haven amid AI substitution fears. 富途牛牛
In a move that caught Wall Street off guard, semiconductor giant Texas Instruments (TI) revealed that it is acquiringSilicon Labs. The news comes a week after TI announced its fourth-quarter earnings on Jan. 27, and coincides with Silicon Labs’ Q4 report, released Feb. 4. Post-acquisition, TI stock ...
In a move that caught Wall Street off guard, semiconductor giant Texas Instruments (TI) revealed that it is acquiringSilicon Labs. The news comes a week after TI announced its fourth-quarter earnings on Jan. 27, and coincides with Silicon Labs’ Q4 report, released Feb. 4. Post-acquisition, TI stock ...
(RTTNews) - The Japanese stock market is trading modestly higher in choppy trading on Friday, recouping some of the losses in the previous six sessions, with the benchmark Nikkei 225 just above the 29,700 level, following the mostly positive cues overnight from Wall Street, as traders are bargain hunting after the recent losing streak. Traders are also awaiting the implementation of the bigger tha...
(RTTNews) - The Japanese stock market is trading modestly higher in choppy trading on Friday, recouping some of the losses in the previous six sessions, with the benchmark Nikkei 225 just above the 29,700 level, following the mostly positive cues overnight from Wall Street, as traders are bargain hunting after the recent losing streak. Traders are also awaiting the implementation of the bigger than expected economic stimulus package from newly elected government. The benchmark Nikkei 225 Index is gaining 117.74 points or 0.40 percent to 29,716.40, after touching a high of 29,736.24 earlier. Japanese shares closed modestly lower on Thursday. Market heavyweight SoftBank Group is losing more than 2 percent and Uniqlo operator Fast Retailing is down almost 1 percent. Among automakers, Honda is gaining more than 2 percent, while Toyota is edging down 0.5 percent. In the tech space, Advantest is gaining 1.5 percent and Tokyo Electron is surging almost 5 percent, while Screen Holdings is up almost 2 percent. In the banking sector, Mitsubishi UFJ Financial and Sumitomo Mitsui Financial are edging down 0.4 percent each, while Mizuho Financial is losing more than 2 percent. Among major exporters, Panasonic is losing more than 1 percent, while Canon is gaining more than 1 percent and Mitsubishi Electric is edging up 0.2 percent. Sony is flat. Among the other major gainers, Kubota is gaining 4.5 percent, while Dowa Holdings and Taiyo Yuden are advancing almost 4 percent each. Mitsui & Co. and Fujifilm Holdings are up more than 3 percent each, while Inpex and DIC Corp. are rising almost 3 percent each. Conversely, CyberAgent is sliding almost 5 percent, T&D Holdings is losing more than 3 percent and Eisai is down almost 3 percent. In economic news, overall consumer prices in Japan were up 0.1 percent on year in October, the Ministry of Internal Affairs and Communications said on Friday. That was in line with expectations and down from 0.2 percent in September. Core consumer pric...
Canadian Prime Minister Mark Carney is set to announce a new system of fuel-efficiency standards for cars and trucks, replacing an electric vehicle mandate that was hated by the auto industry. The system will be part of a new automotive strategy set to be unveiled by Carney and Industry Minister Melanie Joly on Thursday, according to a government official, speaking on condition they not be identif...
Canadian Prime Minister Mark Carney is set to announce a new system of fuel-efficiency standards for cars and trucks, replacing an electric vehicle mandate that was hated by the auto industry. The system will be part of a new automotive strategy set to be unveiled by Carney and Industry Minister Melanie Joly on Thursday, according to a government official, speaking on condition they not be identified. The plan also aims to keep auto manufacturing jobs by providing better market access to companies that build vehicles in the country, Bloomberg has previously reported . Thousands of Canadian autoworkers have lost their jobs or been kept on layoff since US President Donald Trump put tariffs on foreign autos. General Motors Co. has cut production in Canada, while Chrysler parent Stellantis NV reversed a decision to restart a factory near Toronto. The electric vehicle rules required carmakers to ensure that at least 20% of sales were zero-emission vehicles in the near term. The idea was that by 2035, all new light-duty vehicles sold in the country would be electric. Auto manufacturers fought the rules, arguing the targets were unachievable, costly and would result in higher prices and reduced choice for consumers. In September, Carney promised to review them . The long-term viability of the country’s automotive sector has come into question, as the White House seeks to increase the number of US auto-assembly jobs — and the president himself has said his administration doesn’t want imported cars from Canada. The government’s auto plan strives to help the industry pivot from US automakers, including GM, Stellantis and Ford Motor Co. , which have scaled back their investments since US tariffs came into place. They’ve also been declining for years as a share of Canadian auto production. Last year, 77% of the vehicles made in Canada were manufactured by Honda Motor Co. and Toyota Motor Corp. , according to calculations by the Trillium Network for Advanced Manufacturing. Carne...
In this episode of Motley Fool Money, Emily Flippen, Jason Hall, and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the company above it. Time to chat about: Nvidia 's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints. 's $2 billion investment into and how AI infrastr...
In this episode of Motley Fool Money, Emily Flippen, Jason Hall, and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the company above it. Time to chat about: Nvidia 's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints. 's $2 billion investment into and how AI infrastructure is colliding with physical constraints. How restaurant tech is pushing the limits on throughput. A rare-earth deal between private companies and the U.S. government highlighting issues of national security. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Jan. 27, 2026. Emily Flippen: The edge in the stock market may be increasingly going to the companies that own the operating layer, not the brand. We're reflecting on three examples of this today on Motley Fool Money. Today is Tuesday, January 27th. Welcome to Molly Fool Money. I'm your host, Emily Flippen, and today I'm joined by Fool analysts Jason Hall and Asit Sharma to discuss the power of owning the operating system underlying our everyday lives. Today we'll be discussing how restaurants are integrating tech improvements to improve throughput, as well as a unique deal between USA are Earth and the government, and how that shows the strategic importance of resources. First we have to start with the recent, but arguably not surprising news out yesterday that CoreWeave is getting yet even more support from Nvidia via a $2 billion infrastructure investment. Now, CoreWeave shares were up more than 10% yesterday after NVIDIA bought $2 billion worth of stock at a share price of around $87, a discount of around 6.5% compared to Friday's clothing price. Now, this isn't really a big surprise. I mean, NVIDIA is already even backing CoreWeave because...
It was a blisteringly hot afternoon at the tail end of my pupillage in ’00. I was staring into space and imagining my glorious debut in court – when the phone rang. On the other end was a clerk from a small local solicitors’ firm, who asked, with alarming nonchalance, whether I could defend a robbery trial at Sha Tin Magistrates’ Court the following week. I said yes immediately – with a brief hesi...
It was a blisteringly hot afternoon at the tail end of my pupillage in ’00. I was staring into space and imagining my glorious debut in court – when the phone rang. On the other end was a clerk from a small local solicitors’ firm, who asked, with alarming nonchalance, whether I could defend a robbery trial at Sha Tin Magistrates’ Court the following week. I said yes immediately – with a brief hesitation revealing that it would be my first criminal trial in the hope that honesty would not cost me the case. Advertisement Inside, I panicked. Robbery is a serious offence, and my imagination ran wild. A client straight out of the ’95 classic Heat – Robert De Niro, perhaps Val Kilmer – brooding, dangerous, morally ambiguous. I mentally prepared myself for a gritty battle of wits – possibly a devastating cross-examination against a hardened detective. Reality, of course, had other plans. Advertisement My “Jesse James” was a teenage girl who had fallen in with the wrong crowd. Her alleged role in this “grand heist” was standing around her juvenile friends at a neighbourhood video arcade while they pressured a younger boy into handing over his lunch money so they could keep playing Street Fighter.
Canadian Prime Minister Mark Carney’s call for middle powers to band together amid a fragmenting world order is a vision analysts say appeals to many Asian nations, but lacks a blueprint to bring them all together. Speaking in Switzerland last month, Carney urged mid-sized and smaller countries to unite against the economic coercion of great powers, warning that nations failing to act collectively...
Canadian Prime Minister Mark Carney’s call for middle powers to band together amid a fragmenting world order is a vision analysts say appeals to many Asian nations, but lacks a blueprint to bring them all together. Speaking in Switzerland last month, Carney urged mid-sized and smaller countries to unite against the economic coercion of great powers, warning that nations failing to act collectively risked being “on the menu” rather than “at the table”, in a thinly veiled rebuke of the United States His speech at the World Economic Forum in Davos on January 20 drew a standing ovation, with Carney calling for a “third path with impact” and asserting that middle powers should push back against the use of tariffs and supply chain pressure as tools of geopolitical leverage. Advertisement The subtext was unmistakable: US President Donald Trump has imposed escalating tariffs on Canadian goods, derided Carney as the country’s “governor”, and openly suggested absorbing Canada as America’s 51st state. US President Donald Trump (left) meets with Canadian Prime Minister Mark Carney in the Oval Office in May 2025. Photo: TNS ‘Devil in the details’ Despite the strong reception to Carney’s Davos speech, analysts say the Asia-Pacific’s middle powers – from Japan and South Korea to Australia, New Zealand and Indonesia – face political realities, divergent interests and security dependencies on Washington or Beijing that make unified action unlikely.
(RTTNews) - The Indonesia stock market has finished higher in two straight trading days, accelerating more than 220 points or 2.6 percent in that span. The Jakarta Composite Index now sits just beneath the 8,150-point plateau although it's looking at a soft start on Thursday. The global forecast for the Asian markets is unclear, with technology stocks likely under pressure while oil, pharmaceutica...
(RTTNews) - The Indonesia stock market has finished higher in two straight trading days, accelerating more than 220 points or 2.6 percent in that span. The Jakarta Composite Index now sits just beneath the 8,150-point plateau although it's looking at a soft start on Thursday. The global forecast for the Asian markets is unclear, with technology stocks likely under pressure while oil, pharmaceutical and housing stocks offering support. The European and U.S. markets were mixed to lower and the Asian bourses figure to follow that lead. The JCI finished modestly higher on Wednesday as gains from the resource and financial shares were capped by weakness from the food and telecom stocks. For the day, the index gathered 24.12 points or 0.30 percent to finish at 8,146.72 after trading between 8,050.40 and 8,194.68. Among the actives, Bank CIMB Niaga soared 4.71 percent, while Bank Mandiri spiked 3.52 percent, Bank Danamon Indonesia accelerated 4.72 percent, Bank Negara Indonesia collected 0.87 percent, Bank Central Asia jumped 1.96 percent, Bank Rakyat Indonesia vaulted 1.84 percent, Indosat Ooredoo Hutchison stumbled 2.73 percent, Semen Indonesia rose 0.39 percent, Indofood Sukses Makmur tumbled 2.08 percent, United Tractors surged 6.40 percent, Astra International retreated 1.84 percent, Energi Mega Persada tanked 2.55 percent, Astra Agro Lestari added 0.67 percent, Aneka Tambang expanded 1.53 percent, Vale Indonesia rallied 6.45 percent, Timah climbed 2.48 percent, Bumi Resources plummeted 6.82 percent and Indocement was unchanged. The lead from Wall Street is murky as the major averages opened mixed but quickly diverged, finally finishing the session on opposite sides of the unchanged line. The Dow rallied 260.31 points or 0.53 percent to finish at 49,501, while the NASDAQ tumbled 350.61 points or 1.51 percent to end at 22,904.58 and the S&P 500 sank 35.09 points or 0.51 percent to close at 6,882.72. The advance by the Dow was fueled by stocks like Amgen (AMGN), 3M (MMM...
Earnings Call Insights: Allegiant Travel Company (ALGT) Q4 2025 Management View Gregory Anderson, CEO, highlighted that Allegiant closed 2025 with "strong momentum, capping a year of meaningful progress that strengthened our foundation and showcased the durability of our model." He pointed to a 12.9% adjusted operating margin for the fourth quarter, calling it "among the best in the industry," and...
Earnings Call Insights: Allegiant Travel Company (ALGT) Q4 2025 Management View Gregory Anderson, CEO, highlighted that Allegiant closed 2025 with "strong momentum, capping a year of meaningful progress that strengthened our foundation and showcased the durability of our model." He pointed to a 12.9% adjusted operating margin for the fourth quarter, calling it "among the best in the industry," and emphasized the effectiveness of Allegiant’s low utilization, flexible capacity model. Anderson noted operational achievements, including a controllable completion rate of 99.9%, and external recognition from The Wall Street Journal for lowest cancellation rate, mishandled bags, and involuntary bumping. He announced successful integration of the MAX aircraft, stating these planes have "delivered roughly a 20% fuel burn advantage compared to the A320," and projected that as MAX aircraft increase their share, "they should become a meaningful tailwind for margins." The CEO also discussed technology modernization and commercial initiatives, referencing Allegiant Extra’s performance, rising loyalty engagement, and improved digital capabilities. Anderson revealed that unit costs dropped over 6% for the year, and net leverage was reduced to 2.3 turns. Addressing 2026, Anderson stated, "we do not plan to grow the fleet this year as a stand-alone, and we expect to lean into our existing infrastructure and commercial initiatives to drive TRASM improvement and margin expansion." He announced a first quarter adjusted operating margin expectation of 13.5% and full-year adjusted EPS guidance of more than $8, representing an approximate 60% year-over-year increase. Anderson called the Sun Country acquisition "an important step forward as the combination is expected to accelerate our ability to build the leading leisure airline in the U.S." Robert Neal, President, CFO & Executive VP, stated, "For the fourth quarter, the Airline segment produced net income of $50.1 million, resulting in air...
Earnings Call Insights: Digi International (DGII) Q1 2026 Management View President and CEO Ronald Konezny reported that Digi International is "off to a strong start in fiscal 2026," highlighting quarterly revenues of $122 million, annualized recurring revenue (ARR) of $157 million, and adjusted EBITDA of $32 million. Konezny stated, "$157 million of annualized recurring revenue, which is up 31% y...
Earnings Call Insights: Digi International (DGII) Q1 2026 Management View President and CEO Ronald Konezny reported that Digi International is "off to a strong start in fiscal 2026," highlighting quarterly revenues of $122 million, annualized recurring revenue (ARR) of $157 million, and adjusted EBITDA of $32 million. Konezny stated, "$157 million of annualized recurring revenue, which is up 31% year-over-year and our fifth consecutive quarter of double-digit growth." He emphasized broad-based strength across product lines and vertical industries as "critical to sustaining double-digit growth rates." Konezny discussed the integration of Jolt and the acquisition of Particle, noting, "We have combined the SmartSense and Jolt organizations and offerings into SmartSense ONE. We're seeing strong customer response to this combined platform and the cross-selling opportunities we envisioned are materializing." Regarding Particle, Konezny said, "Particle brings robust AI-ready embedded edge devices, coupled with wireless services and a cloud-based solution supporting over 240,000 developers across 14,000 companies." Konezny explained that Particle's addition strengthens Digi's edge-to-cloud capabilities and expands the addressable market in IoT device management: "Particle brings our IoT Products & Services reporting segment $20 million in ARR and further balances ARR contributions across Digi's 2 reporting segments." Konezny reiterated Digi's long-term goals: "We remain confident in our goal of achieving $200 million of ARR and $200 million of adjusted EBITDA by the end of fiscal 2028. Strategic acquisitions may accelerate this time line." CFO James Loch provided a direct statement: "For fiscal 2026, our guidance reflects both our updated operational outlook combined with the January 2026 acquisition of Particle. We anticipate ARR growth of 23%, revenue growth of 14% to 18% and adjusted EBITDA growth of 17% to 21%." Outlook CFO Loch projected that the impact of Particle and...
Palantir Technologies Inc. (NASDAQ:PLTR) on Monday said that the latest surge in its revenue is being driven less by new customer wins and more by existing clients sharply increasing their spending. Revenue Growth Comes From Bigger Deals, Not More Customers During the company's fourth-quarter earnings call, Palantir CEO Alex Karp told investors that the company's growth is coming from deeper engag...
Palantir Technologies Inc. (NASDAQ:PLTR) on Monday said that the latest surge in its revenue is being driven less by new customer wins and more by existing clients sharply increasing their spending. Revenue Growth Comes From Bigger Deals, Not More Customers During the company's fourth-quarter earnings call, Palantir CEO Alex Karp told investors that the company's growth is coming from deeper engagement with serious customers rather than a rapid expansion of its client base. "If you look at our numbers very closely, what you will see is inexplicable growth in revenue, but not inexplicable growth in customers," Karp said during the earnings call. He explained that customers are increasingly placing their most important and complex problems in Palantir's hands, leading to significantly higher spending. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited Investors Can Still Get In at $0.50/Share. AI Supercharges Palantir's Core Strengths Karp said artificial intelligence has dramatically amplified Palantir's long-standing capabilities, rather than creating them from scratch. "AI has just put gasoline on all the tribal knowledge we have in our products," he said, adding that the company's value creation comes from solving problems that are "determinative" for the business. According to Karp, customers are paying more not just because Palantir takes on more work, but because the outcomes it delivers have a direct and measurable impact on operations. Growing Share Of Government, Commercial Budgets On the government side, Karp suggested Palantir's software has become deeply embedded in defense and national security operations, often helping shape how problems are defined in the first place. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutio...
BBC Many of the papers focus on the political fallout from revelations about former Labour minister Peter Mandelson's relationship with Jeffrey Epstein. "Shaken PM abandons plans to withhold some documents detailing disgraced peer's appointment" as UK ambassador to Washington, writes the Independent. A group of Labour MPs, including former deputy leader Angela Rayner, "forced" Sir Keir Starmer int...
BBC Many of the papers focus on the political fallout from revelations about former Labour minister Peter Mandelson's relationship with Jeffrey Epstein. "Shaken PM abandons plans to withhold some documents detailing disgraced peer's appointment" as UK ambassador to Washington, writes the Independent. A group of Labour MPs, including former deputy leader Angela Rayner, "forced" Sir Keir Starmer into a "climbdown over the full release of vetting documents relating to Peter Mandelson's appointment". Months after he stepped down from the post, UK police opened an investigation into whether Lord Mandelson passed on sensitive information to Epstein. Lord Mandelson has not responded to requests for comment, but the BBC understands his position is that he has not acted in any way criminally and that he was not motivated by financial gain.
Bold plans for Robotaxi, Cybercab, and Optimus haven't been enough to move the needle for the growth stock in 2026. With electric-car maker Tesla (TSLA 3.76%) launching its Robotaxi ride-sharing service in 2025 and with management expecting to begin production of its Optimus humanoid robot this year, it's a great time to buy shares of the growth stock, right? After all, hasn't the stock's 9% year-...
Bold plans for Robotaxi, Cybercab, and Optimus haven't been enough to move the needle for the growth stock in 2026. With electric-car maker Tesla (TSLA 3.76%) launching its Robotaxi ride-sharing service in 2025 and with management expecting to begin production of its Optimus humanoid robot this year, it's a great time to buy shares of the growth stock, right? After all, hasn't the stock's 9% year-to-date pullback created a timely buying opportunity? Not necessarily. While Tesla's ambitious plans for the future are admirable, that doesn't automatically make the stock a buy. Underneath the surface, the company is facing some issues that investors should be aware of. Not only did Tesla's vehicle sales struggle in 2025, but profits are moving in the wrong direction. Even more, profits could remain underwhelming in 2026 as the company ramps up spending on growth initiatives. As investors weigh Tesla's mix of bold plans with its near-term challenges, I'd encourage investors to give heavy weight to these near-term challenges and risks. Why? The stock's valuation demands it. Big ambitions You don't have to look far for evidence of Tesla's big ambitions. The company's bold growth initiative that has been in the spotlight the most recently is its autonomous ride-sharing service, called Robotaxi. Powered by its own vehicles, Tesla believes that once the service is in full swing, its owners will be able to check their vehicles in and out of the Robotaxi fleet's inventory, similar to how homeowners can list their homes on home-sharing platforms like Airbnb. Tesla executives are so ambitious about this service's potential success over time that they encouraged investors during the company's most recent earnings call to start considering its addressable market in the context of a company moving toward "transportation as a service," rather than one that just sells vehicles. With a large portion of its existing vehicle fleet expected to become Robotaxi-capable once its software is r...