Key Points Apple has outperformed the Nasdaq-100 in the past six months and so far in 2026. Apple reported "unprecedented" demand for the iPhone in the first quarter of its fiscal 2026. 10 stocks we like better than Apple › After years of excitement driven by the artificial intelligence (AI) boom, technology stocks are getting clobbered. The tech-heavy Nasdaq-100 index is down about 3% year to date, and 4.5% in the past five days. Major AI hyperscalers like Alphabet, Amazon, Meta Platforms, and Microsoft have all lost value in the past five days, with Microsoft down more than 10%. Investors are getting skittish about AI stocks because of the huge capital expenditures they are laying out to build AI data centers. For example, Alphabet announced strong fourth-quarter earnings on Feb. 4, with a 30% year-over-year increase in net income. But its stock dropped the next day. Investors apparently are concerned about Alphabet's plans to spend $175 billion to $185 billion on capex in 2026. That would be more than Alphabet's entire net income for 2025 ($132 billion). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » An even bigger downturn is hitting software-as-a-service (SaaS) companies. The iShares Expanded Tech Software ETF, which has software majors like Microsoft, Salesforce, and ServiceNow in its portfolio, is down about 25% year to date. The overall narrative about these software stocks is that new AI tools are becoming so powerful that they might be able to replace the products that most enterprise software-as-a-service (SaaS) companies sell, or seriously disrupt their business models. Commentators are calling this tech sell-off the "SaaSpocalypse." But one prominent tech stock has so far avoided the worst of this downturn. Apple (NASDAQ: AAPL) is up 1.5% year to date, and up 36% in the past six mont...

“He charged $180 for the second visit for his time, including $40 for the part.”

登录新浪财经APP 搜索【信披】查看更多考评等级 贵金属板块炒作退潮、比特币行情暴跌、美国劳动力市场显露疲态，这些利空因素并非源于股市本身，但叠加软件企业的估值重估，足以撼动这场由人工智能驱动的牛市根基。尽管上周五的反弹推动标普 500 指数收复本周跌幅，市场整体仍未崩塌，但这种在普跌后的反弹，往往出现在市场长期承压的阶段。细看美股市场全貌，各类裂痕依然存在，也促使投资者不断加码，对冲后续下行风险。 “当投资者开始恐慌时，全球金融市场中估值最过高的板块往往最先承压，” 豪睿投资研究与量化策略主管迈克・迪克森表示。 本周早些时候的市场动荡令美股市值蒸发超 1.5 万亿美元，也让投资者开始质疑诸多市场底层假设：美国经济真的强劲到足以支撑股市再迎一年两位数涨幅吗？人工智能带来的生产率提升愿景，是否反而会对多个行业造成严重冲击？散户投资者是否在扭曲市场，将避险资产变成高风险标的？ 这种不确定性引发软件股剧烈震荡，而受影响的远不止这一板块。以大型科技股为主的动量股遭遇疫情以来最惨烈的单日暴跌；贵金属矿业股随黄金、白银、铜价走出网红股式的疯狂震荡；借比特币热潮崛起的相关企业，在新一轮加密货币震荡中遇冷；即便是近几个月表现相对亮眼的消费股，也难逃重挫。 “市场中暗藏诸多陷阱，对部分资产和板块而言，这些陷阱正逐渐演变为吞噬价值的深坑，” 对冲基金监测公司创始人托马斯・桑顿称。 除软件股的抛售潮外，以下这些板块、个股及投资主题，在经历上周的巨震后，走势依旧岌岌可危。 小盘股板块 今年年初，投资者开始从估值过高的科技板块撤离，转向受益于经济增长回暖与利率下行的企业，小盘股便是其核心布局标的。 但这一投资押注在上周落空，部分原因是此次市场调整几乎无死角，而核心症结在于三项劳动力市场数据均显示美国经济出现令人担忧的疲软信号。小盘股企业的国内营收占比极高，受本土经济影响更为显著。 人工智能对就业市场的冲击也令该板块承压，小型金融与科技企业成为受行业颠覆影响最大的群体。罗素 2000 小盘股指数年初录得的 7.6% 涨幅，如今看来已过于乐观。 “劳动力市场数据持续走弱，股市或许已开始提前反映消费者面临的压力不断加大这一现状，” 新锋财富首席投资官卡梅伦・道森表示。 上周五消费者信心指数意外大幅走强，暂时遏制了抛售潮，但在此之前，罗素 2000 指数已较近期高点下跌超 5%。 罗素 2000 指...

Investors are trying to decide if AI spending will make or break companies. It was a volatile week for the stock markets, especially in the tech sector. Artificial intelligence (AI) stocks were especially in focus. Shares of AI infrastructure provider CoreWeave (CRWV +20.03%) had plunged as much as 20% before a sharp rebound on Friday. CoreWeave stock ended the week down just 3.4%, according to data provided by S&P Global Market Intelligence. Investors are trying to decide whether all the spending on AI is good or bad for names like CoreWeave. AI bubble or boom? First, it was Alphabet, and then Amazon. Both tech giants made surprising 2026 AI capital-spending announcements alongside their earnings releases. All told, the five largest hyperscalers now have guided investors to expect at least $600 billion in AI capital spending this year. That should be great for CoreWeave, theoretically. But investors began to feel it meant there really is a bubble in AI spending. Some investors panicked, causing the early week sell-off. The fear is that returns on that massive spending may fail to materialize, causing a crash that could significantly alter the investing thesis. Expand NASDAQ : CRWV CoreWeave Today's Change ( 20.03 %) $ 14.96 Current Price $ 89.61 Key Data Points Market Cap $45B Day's Range $ 77.16 - $ 90.56 52wk Range $ 33.52 - $ 187.00 Volume 1.1M Avg Vol 31M Gross Margin 49.23 % A sharp rebound on Friday reversed some of those losses, however, after Nvidia CEO Jensen Huang chimed in. During an interview with CNBC, Huang called the capex spending appropriate and believes it is sustainable. He added, "The reason for that is because all of these companies' cash flows are going to start rising." That confidence spread throughout the markets and helped CoreWeave's stock bounce back from earlier in the week.

Key Points Big tech shocked investors with 2026 AI capital spending plans. Friday's recovery came after Nvidia CEO Jensen Huang chimed in. 10 stocks we like better than CoreWeave › It was a volatile week for the stock markets, especially in the tech sector. Artificial intelligence (AI) stocks were especially in focus. Shares of AI infrastructure provider CoreWeave (NASDAQ: CRWV) had plunged as much as 20% before a sharp rebound on Friday. CoreWeave stock ended the week down just 3.4%, according to data provided by S&P Global Market Intelligence. Investors are trying to decide whether all the spending on AI is good or bad for names like CoreWeave. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » AI bubble or boom? First, it was Alphabet, and then Amazon. Both tech giants made surprising 2026 AI capital-spending announcements alongside their earnings releases. All told, the five largest hyperscalers now have guided investors to expect at least $600 billion in AI capital spending this year. That should be great for CoreWeave, theoretically. But investors began to feel it meant there really is a bubble in AI spending. Some investors panicked, causing the early week sell-off. The fear is that returns on that massive spending may fail to materialize, causing a crash that could significantly alter the investing thesis. A sharp rebound on Friday reversed some of those losses, however, after Nvidia CEO Jensen Huang chimed in. During an interview with CNBC, Huang called the capex spending appropriate and believes it is sustainable. He added, "The reason for that is because all of these companies' cash flows are going to start rising." That confidence spread throughout the markets and helped CoreWeave's stock bounce back from earlier in the week. Should you buy stock in CoreWeave right now? Before you buy sto...

How Yieldmax Amd Option Income Strategy Etf (AMDY) Affects Rotational Strategy Timing Stock Traders Daily

As the highest court in the UK, the supreme court is usually the forum for proceedings of the utmost gravity. But last week, one hearing was momentarily interrupted by an unlikely and comic intervention. As one legal professional addressed the bench, the voice of Tom Holland, host of the popular podcast the Rest is History, boomed out through the court’s microphone system, delivering a satirical impersonation of the late US president Jimmy Carter. The intervention was caused when one of the judges inadvertently pressed play on an episode of the Rest is History on his phone, which then played into the courtroom microphones. As proceedings were being recorded, the moment was captured and quickly circulated online. As the theme song plays and gets louder, the lawyer starts to laugh, while Lord Briggs, one of the judges, appears to look down to his phone. “The Rest Is History. It was switched to silent, do carry on,” he said, prompting laughter in the courtroom. The clip was quickly shared by the podcast’s social media team with the caption: ‘What was Jimmy Carter doing in the supreme court last week?’ A supreme court spokesperson confirmed that the video is genuine. They added: “Lord Briggs switched off his phone quickly and apologised to the court.” The history podcast, hosted by both Holland and Dominic Sandbrook, has more than 600 main episodes. Holland’s enthusiastic and occasionally wayward impressions are a regular feature of the show, which has over 20m monthly downloads. View image in fullscreen The Rest Is History podcast is hosted by Tom Holland, left, and Dominic Sandbrook, right. Photograph: Chris Floyd/PA Fans reacted online to the unlikely appearance of Holland’s voice, posting on social media. One said: “Of ALL of the impressions that could’ve played, of course it was the most accurate one.” Another user said: “They couldn’t have picked a better intro. Imagine their shock when they heard Jimmy Carter resurrected from the dead.” The Rest Is History launch...

格隆汇2月7日｜美国总统特朗普发文称：“我们需要更多竞争来对抗敌人——那些散播假新闻的全国性电视网。促成像Nexstar-Tegna这样的良性交易，将有助于打击假新闻，因为这将带来更多、更高水平、更复杂的竞争。那些反对者并不完全理解这项交易对他们的益处，但他们将来会明白的。赶紧促成这笔交易吧！”

Key Points Hormel is an out-of-favor Dividend King that has just raised its dividend once again. Enterprise Products Partners' reliable midstream business backs an ultra-high yield. 10 stocks we like better than Enterprise Products Partners › It can be hard to find good high-yield stocks when the S&P 500 is offering a tiny 1.1% yield. However, it is not impossible. Here's why dividend investors will love high-yielding Hormel Foods (NYSE: HRL) and even higher-yielding Enterprise Products Partners (NYSE: EPD). Hormel Foods is deeply out of favor Hormel's 4.7% dividend yield is near the highest level in the company's history. There's a good reason. The company hasn't been hitting on all cylinders for a few years. The impact of post-pandemic inflation and difficulty in pushing through price increases has been a lingering headwind. The board of directors brought back the company's previous CEO to help right the ship. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Early results are promising, with organic sales growing year over year in each quarter of 2025. Still, price increases aren't keeping up with cost increases, so earnings are weak. However, the company's business clearly remains on a solid foundation. This is why the company increased the dividend by a token 1%, extending the dividend streak to 60 consecutive years. All in, Hormel looks like a strong turnaround story involving a reliable Dividend King, or a company that's raised its payout for at least 50 years. If history is any guide, it'll be worth the risk for most dividend investors. Enterprise Products Partners offers a boring yield in an exciting industry Enterprise Products Partners operates in the energy sector, which is known for being volatile. However, it is a North American midstream giant, which changes the equation. It basically charges fees for using the energy infrastructure ...

There are a lot of Tesla bulls out there who have astronomical expectations for the company, especially as its arm of reach has gone well past automotive and energy and entered artificial intelligence and robotics. However, some of the most bullish Tesla investors believe the company could become worth $100 trillion, and CEO Elon Musk does not believe that number is completely out of the question, even if it sounds almost ridiculous. To put that number into perspective, the top ten most valuable companies in the world — NVIDIA, Apple, Alphabet, Microsoft, Amazon, TSMC, Meta, Saudi Aramco, Broadcom, and Tesla — are worth roughly $26 trillion. Advertisement Cathie Wood of ARK Invest believes the number is reasonable considering Tesla’s long-reaching industry ambitions: “…in the world of AI, what do you have to have to win? You have to have proprietary data, and think about all the proprietary data he has, different kinds of proprietary data. Tesla, the language of the road; Neuralink, multiomics data; nobody else has that data. X, nobody else has that data either. I could see $100 trillion. I think it’s going to happen because of convergence. I think Tesla is the leading candidate [for $100 trillion] for the reason I just said.” Musk said late last year that all of his companies seem to be “heading toward convergence,” and it’s started to come to fruition. Tesla invested in xAI, as revealed in its Q4 Earnings Shareholder Deck, and SpaceX recently acquired xAI, marking the first step in the potential for a massive umbrella of companies under Musk’s watch. Advertisement Now that it is happening, it seems Musk is even more enthusiastic about a massive valuation that would swell to nearly four-times the value of the top ten most valuable companies in the world currently, as he said on X, the idea of a $100 trillion valuation is “not impossible.” It’s not impossible — Elon Musk (@elonmusk) February 6, 2026 Tesla is not just a car company. With its many projects, including ...

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Key findings for Astera Labs Inc. (NASDAQ: ALAB) Positive Near-Term Sentiment May Erode Mid-Term Weak Bias Within Long-Term Strength Context A mid-channel oscillation pattern is in play. Exceptional 105.8:1 risk-reward setup targets 30.7% gain vs 0.3% risk Signals: 151.81 · 169.85 · 198.34 · 250.35 (bold = current price) 151.81 · · 198.34 · 250.35 Positive Sentiment is prevailing thus far — See current SIGNALS for positioning and risk parameters. Institutional Trading Strategies Our AI models have generated three distinct trading strategies tailored to different risk profiles and holding periods. Each strategy incorporates sophisticated risk management parameters designed to optimize position sizing and minimize drawdown risk. Position Trading Strategy LONG Entry Zone $151.81 Target $198.34 Stop Loss $151.37 Momentum Breakout Strategy BREAKOUT Trigger $198.34 Target $250.35 Stop Loss $197.78 Risk Hedging Strategy SHORT Entry Zone $198.34 Target $188.42 Stop Loss $198.94

A merger between SpaceX and xAI has all eyes on companies led by Elon Musk with reports that the billionaire could also be eyeing a tie-up with Tesla Inc (NASDAQ:TSLA). One of the biggest Tesla bulls could be betting on the electric vehicle company combining with the other Musk-led companies. Cathie Wood Adds Tesla Stock to Space ETF The Ark Space & Defense Innovation ETF (BATS:ARKX) added 35,766 Tesla shares to its fund on Wednesday. Cathie Wood’s Ark Invest is no stranger to buying and selling shares of Tesla stock across several of the fund's ETFs. However, this purchase should jump out to investors as the fund held no Tesla shares prior to this purchase. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a 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. As of Thursday, the Ark Space & Defense Innovation ETF owned 35,766 Tesla shares, representing 1.99% of the fund's assets. Primarily focused on space and defense stocks, the addition of Tesla should spark some thought for investors. Ark Invest could be building a stake in case Tesla votes on a merger with SpaceX/xAI. The ETF could also be building a Tesla stake due to the fund now listing adaptive robotics as one of its themes. Tesla's focus on the Optimus Bot and the potential to help use robots to build out planet civilizations could be a reason for Ark to add the company, best known for electric vehicles, to the space ETF. Ark Invest's Bets on Tesla, SpaceX Several Ark Invest ETFs hold significant stakes in Tesla stock, the largest holding of Cathie Wood's ETF portfolio. Here are the current holdings: Ark Innovation ETF (BATS:ARKK): top holding, 10.99% of assets Ark Next Generation Internet ETF (BATS:ARKW): top holding, 10.39% of assets Ark Autonomous Technology & Robotics ETF (BATS:ARKQ): top holding, 9.93% of assets Trending: Blue-chip art has historically outpaced the...

A merger between SpaceX and xAI has all eyes on companies led by Elon Musk with reports that the billionaire could also be eyeing a tie-up with Tesla Inc (NASDAQ:TSLA). One of the biggest Tesla bulls could be betting on the electric vehicle company combining with the other Musk-led companies. Cathie Wood Adds Tesla Stock to Space ETF The Ark Space & Defense Innovation ETF (BATS:ARKX) added 35,766 Tesla shares to its fund on Wednesday. Cathie Wood’s Ark Invest is no stranger to buying and selling shares of Tesla stock across several of the fund's ETFs. However, this purchase should jump out to investors as the fund held no Tesla shares prior to this purchase. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a 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. As of Thursday, the Ark Space & Defense Innovation ETF owned 35,766 Tesla shares, representing 1.99% of the fund's assets. Primarily focused on space and defense stocks, the addition of Tesla should spark some thought for investors. Ark Invest could be building a stake in case Tesla votes on a merger with SpaceX/xAI. The ETF could also be building a Tesla stake due to the fund now listing adaptive robotics as one of its themes. Tesla's focus on the Optimus Bot and the potential to help use robots to build out planet civilizations could be a reason for Ark to add the company, best known for electric vehicles, to the space ETF. Ark Invest's Bets on Tesla, SpaceX Several Ark Invest ETFs hold significant stakes in Tesla stock, the largest holding of Cathie Wood's ETF portfolio. Here are the current holdings: Ark Innovation ETF (BATS:ARKK): top holding, 10.99% of assets Ark Next Generation Internet ETF (BATS:ARKW): top holding, 10.39% of assets Ark Autonomous Technology & Robotics ETF (BATS:ARKQ): top holding, 9.93% of assets Trending: Blue-chip art has historically outpaced the...

Getty Images Introduction Visa ( V ) recently reported earnings. And despite the double-beat, the stock sold-off and is down close to 3% at the time of writing. The credit card behemoth has been sort of rangebound with periods of volatility in between. Some may say the stock has been a disappointment, down close to 6% in the past year. Part of this is due to economic uncertainty, declining consumer confidence, and the threat of Stablecoins. The other part is likely due to the President's proposed 10% credit card cap I discussed recently . I consider Visa's headwinds as temporary and the recent price weakness should be viewed as a buying opportunity. Going forward I suspect the credit card giant to return to the green in 2026 and post total returns of 12% - 15%. In this article, I delve into their recent earnings report, why the stock is down, and why long-term dividend growth investors should take advantage of the buying opportunity. Previous Buy Thesis I last covered Visa in mid-December in an article titled: Visa's Price Behavior Hints At A Bigger Story: It May Be A Recession. During Q4, V posted a double-beat and double-digit growth in their top and bottom lines. Although I rated Visa a buy, I thought the stock offered a more compelling investment idea on any share price weakness around $300 or below. I also mentioned I expected Visa to trade rangebound until there was more economic clarity. But long-term upside was strong to their 2028 price target of $442.51. Seeking Alpha For FY25, the credit card giant expected another double-digit year. Despite the strong report, Visa experienced share price weakness. Since, the stock is down over 7%. The S&P ( SP500 ) is up less than 1%. Another Visa-Like Quarter Visa reported their Q1'26 earnings last week and posted another double-beat as expected from a company like Visa. Still, the stock experienced a sell-off, likely due to transactions declining from the previous quarter. Transaction growth slipped from 10% to 9%, not...

Tesla Rival Nio Expects Its First Profitable Quarter AOL.com

Eight years after Native River’s success in the Cheltenham Gold Cup, hopes were on the rise that the next British-trained winner could now be imminent. Jango Baie, the shortest-priced runner from a British yard in the antepost betting, was steered around the Denman Chase due to concerns over the heavy ground, but in his absence Haiti Couleurs made all the running to confirm his place in the field on 13 March. The Welsh Grand National winner is now as short as 7-1 to take chasing’s most prestigious prize. In terms of his physique and running style, there is a definite hint of Denman, the 2008 Gold Cup winner, about Rebecca Curtis’s chaser and while his jumping was not always foot-perfect he readily drew seven lengths clear of L’Homme Presse after the final fence. It will be much more difficult to dominate a Gold Cup field in similar style, but the extra quarter-mile at Cheltenham will play to his strengths and the nine-year-old fully deserves his place in the lineup. “There were lots of expectations today and he’s gone and shown he must have some sort of chance in the Gold Cup,” Curtis said. “L’Homme Presse is a really good yardstick and although I’m not saying he’s gone and beaten a Gold Cup field, he’s done really well. “He likes to be ridden positively and we weren’t going to change that. I was confident he was more than a handicapper and it’s not like he’s been beaten in a handicap and you know where their mark is. He’s practically unbeaten in handicaps and we still don’t probably know where his ceiling is. “He’ll enjoy the Gold Cup trip and he loves going up and down hills and undulating tracks. It was Sean [Bowen, his jockey] in fact who said how much he loves going fast downhill, and he has great balance.” Quick Guide Greg Wood's Sunday tips Show Chelmsford 1.35 Thanh Nam (nb) 2.05 Shafdar 2.35 Charlatan 3.05 Marinakis 3.35 My Awele 4.05 Beauzon (nap) 4.35 Queensland Boy Was this helpful? Thank you for your feedback. Nicky Henderson’s Lulamba was also a signif...

is a senior reporter and author of the Optimizer newsletter. She has more than 13 years of experience reporting on wearables, health tech, and more. Before coming to The Verge, she worked for Gizmodo and PC Magazine. In a somewhat controversial Vergecast episode, I declared that AirTags are a superior product to iPads. The iPad lovers roasted me across social media. I have heard and respect their opinions. But, I’m sorry — the second-gen AirTag has only deepened my conviction that the humble, $29 item tracker is one of Apple’s most helpful gizmos. The new updates focus more on making a good thing better. There are upgraded ultra-wideband and Bluetooth chips that help extend the range by about 1.5 times. The chime has a new, higher pitch and is 50 percent louder thanks to a redesigned speaker. And you can now use Precision Finding for AirTags on an Apple Watch, provided you have at least a Series 9 or Ultra 2. Before Apple announced the refresh last week, my spouse and I owned seven AirTags and were planning on buying a few more. Both of us struggle with ADHD. We have wily cats who love to bat things under couches and beds and behind shelving. Without AirTags, we’d probably spend an hour a day running up and down the 42 stairs of our four-story townhome trying to find our essentials. We have AirTags on our key fobs, TV remotes, wallets, car glove boxes, and inside our Canada Goose jackets. (They were expensive and it is arctically cold on the East Coast right now, okay?) But we also have plenty of complaints about our AirTags. The other day, my spouse lost their keys in a car lot and spent 90 minutes looking for them. The chime was way too low, and the AirTag was struggling to connect over Bluetooth. The pudgy disc shape is annoying for wallets unless you buy one specially made to fit it. (And those wallets tend to be ugly.) They scuff easily. If your cat bats it down a staircase, there’s a good chance it comes flying apart, and you have to race the unhinged scamp so...

narvo vexar/iStock via Getty Images Co-authored with Beyond Saving It's that time of year again. No, I'm not talking about the snow you've been shoveling or how you are pondering whether you have moved far enough south. I'm talking about the Q4 earnings season. Earnings season is always an event for us at High Dividend Opportunities . We have to stay on top of all the companies we hold that are reporting, read everything that is released, and translate it into plain English. Q4 earnings tend to be especially eventful because it is a time when many companies will lay out their plans for the year. It is also the most common time of year to announce transformative transactions and major changes to the company. Today, we have an announcement about a company that we've discussed publicly before. Apollo Commercial: Selling the Book Apollo Commercial Real Estate Finance, Inc. ( ARI ), yielding 9.2%, is a commercial mortgage REIT that has been trading at a steep discount to book value for several years. We recently wrote about it in October , where we were quite bullish on ARI growing its loan portfolio to generate better returns and help the price recover to book value. Well, today we have an announcement: ARI isn't going to grow its portfolio, and it isn't going to wait for the market to warm up to commercial real estate. It has announced a major transaction that will fundamentally alter the company. The Big Sale ARI announced that it has reached an agreement for a transformative transaction, selling its entire loan portfolio for 99.7% of its carrying value. This is quite notable because the market has been valuing ARI well below book value for years. Source ARI Strategic Loan Portfolio Sale Transaction Following the transaction, ARI will have a depreciated book value of $12.05/share according to management in the conference call . This metric was reported from $12.07-$12.18 during the first three quarters of 2025: Source ARI Q3 2025 Financial Results Post-transaction, AR...

FabrikaCr/iStock via Getty Images ASML Holding ( ASML ) has recently reported one of the strongest annual results in its history, supported by record net bookings, solid profitability, and renewed confidence among logic and memory customers. The company ended 2025 with an improved outlook for 2026, driven largely by renewed expectations for memory CapEx and initial momentum in the adoption of High-NA EUV. At first glance, the latest results confirm that ASML remains a major beneficiary of the AI ​​infrastructure buildout. However, in our view, the market reaction has significantly outpaced fundamental risk-adjusted returns. The stock is currently discounting a multi-year period of higher wafer equipment costs, a flawless execution of High-NA EUV, and a smooth transition to structurally higher profitability. At the same time, ASML is entering a phase of rising costs, increasing reliance on a narrow customer base, and declining contributions from China. With valuation multiples already factoring in several years of future growth, we believe the risk-reward profile has become unfavorable. We reaffirm our Sell rating. Record Bookings Do Not Eliminate Cyclicality ASML's order intake in the fourth quarter of 2025 was unquestionably strong. Net order intake reached €13.2 billion, almost double of the market expectations, with EUV accounting for around €7.4 billion. This led to the company's order book growing to almost €39 billion, significantly exceeding annual revenue, and pushing the order-to-bill ratio well above unity. The management has emphasized that customers, particularly in the memory sector, have regained confidence and are now committing to new capacities associated with advanced DRAM nodes. While this improves short-term visibility, it does not eliminate the underlying cyclical nature of ASML's business. Historically, periods of sharp increases in wafer equipment orders have tended to coincide with peaks in customer investment enthusiasm rather than with sust...

Key Points Share buybacks and dividends are both shareholder-friendly practices that reward investors. U.S. tax code favors long-term investors, and the long term is where share buybacks generally shine. In one specific circumstance, dividends are preferable no matter what your tax bracket or holding period is. 10 stocks we like better than Berkshire Hathaway › At an unguarded moment at a Berkshire Hathaway (NYSE: BRK.B) (NYSE: BRK.A) shareholder meeting in 1967, then CEO Warren Buffett did something he immediately regretted: He agreed to pay a dividend. The $0.10 per share payout might not sound like much, but it meant shelling out $101,733 to shareholders that he felt he could have turned into millions by reinvesting in the company's operations. To remedy the mistake, he offered shareholders a 7.5% debenture in return for their stock, an offer that 32,000 investors took him up on. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » This weeded out the income-hungry shareholders, leaving investors who were happy with just capital appreciation. Though it would return millions of percent in the following decades, the conglomerate would never mail another dividend again. Given Buffett's hesitancy to issue Berkshire dividends, it might be surprising, then, to learn that Buffett loves dividends from the companies Berkshire invests in. In his 2023 letter to shareholders, he called serial dividend growers "the secret sauce" to Berkshire's massive returns. But he says there's one scenario in which management shouldn't pay them. When buybacks are better Taxation laws favor long-term holding periods. Both dividends and capital gains are taxed at a 0% to 20% rate for investors who hold for the long term (61 days before a stock goes ex-dividend for dividend income, and over 365 days for long-term capital gains.) This favoring of long-term investors is important...

A massive nuclear commitment puts Oklo at a crossroads. Discover the upside, risks, and whether this AI energy stock is worth the gamble. Oklo (OKLO +14.42%) is positioning itself as a critical power source for AI and data centers, backed by Meta's massive nuclear deal. I break down the upside, the risks, and why this stock could either soar or collapse as commercialization approaches. Stock prices used were the market prices of Feb. 2, 2026. The video was published on Feb. 5, 2026.

US Retains Right To 'Militarily Secure' Chagos Air Base, Trump Says Authored by Evgenia Filimianova via The Epoch Times, U.S. President Donald Trump said on Feb. 5 he retained the right to “militarily secure” the U.S.–UK Diego Garcia air base in the Chagos Islands, if future arrangements threatened American access. Trump has criticized the UK’s decision to cede sovereignty of the Chagos Islands to Mauritius, calling it an “act of total weakness” last month. Under the agreement, signed in October 2025, the Diego Garcia military base would remain under UK control for at least 99 years, ensuring continued access for U.S. forces. Trump said in a Feb. 5 post on Truth Social that he held “productive discussions” with British Prime Minister Keir Starmer on the issue. “I understand that the deal Prime Minister Starmer has made, according to many, the best he could make,” he said. “However, if the lease deal, sometime in the future, ever falls apart, or anyone threatens or endangers U.S. operations and forces at our base, I retain the right to militarily secure and reinforce the American presence in Diego Garcia.” The base is regarded by the United States as a critical hub for operations across the Middle East, East Africa, and the Indo-Pacific. Trump cited its strategic location and “great importance” to the U.S. national security. “We have the most powerful Military in the World. Our Military Operations, over the course of the last year, were successful because of the strength of our warfighters, modern capability of our equipment and, very importantly, the strategic location of our Military Bases for staging, and other reasons,” he said. “Let it be known that I will never allow our presence on a Base as important as this to ever be undermined or threatened by fake claims or environmental nonsense.” A Downing Street spokesperson said in a Feb. 5 statement that Starmer and Trump “agreed on the importance of the deal to secure the joint UK-U.S. base on Diego Garcia, which re...

Alfribeiro/iStock Editorial via Getty Images Here at the Lab, we are back to comment on Enel SpA ( ENLAY )( ESOCF ) following the 2025 preliminary results. In our last analysis (Q3 results), we reported a Third Growth Engine , backed by Enel’s exposure to data centers and 6.7 GW of awarded battery energy storage projects. This goes alongside regulated networks and renewable energy segments. At the same time, the group was progressing with share buybacks of up to €5.9 billion (around €2.5 billion already executed). It announced a 7% increase in the dividend per share, both well ahead of our internal assumptions. This led us to revise Enel's valuation upward. Enel Results and Our Positive Take Before proceeding to the results analysis, we present our high-level considerations in the EU energy sector. With a total return of 28%, 2025 marked the third strongest year for the utilities sector since 2006. That said, we do not believe the re-rating has fully played out. On both P/E and dividend yield, the industry continues to screen attractively relative to its 20-year history, while European utilities still trade at roughly a 20% discount to their US peers. Consensus forecasts point to EPS growth of around 5–7%, yet we estimate that only 1–3% of this growth is currently reflected in valuations, despite ongoing positive earnings momentum supported by value-accretive investment programs. Therefore, we maintain a constructive view on the sector. Renewables remain our preferred sub-sector, followed by integrated utilities and regulated networks. So, we see support from Enel, given that it is one of the largest renewable energy players worldwide (via Enel Green Power). We should consider that NextEra Energy has ~37 GW (wind & solar) with growth plans to reach ~81 GW by 2027, and Enel currently has 67.8 GW (Fig. 1). CAPEX discipline has improved meaningfully following recent reductions in investment. While we do not assume electricity demand growth in Europe approaching the 3.6...

格隆汇2月7日｜四川公布筠连“2·8”山体滑坡灾害调查评估报告。2025年2月8日11时50分，宜宾市筠连县沐爱镇金坪村2组突发山体滑坡灾害，造成10人遇难、19人失踪、2人受伤。灾害发生后，四川省政府成立调查评估组。调查评估认定，筠连“2·8”山体滑坡是一起高陡斜坡受连绵阴雨持续入渗导致泥岩软化，突发高位滑坡并转化为远程碎屑流的复合型自然灾害。在持续降雨作用下，高位岩体滑动后向下高速俯冲并沿途冲击铲刮扩容，运移途中两次受阻转向，冲击速度快，滑动距离远，影响范围大，灾害破坏具有明显放大效应和链式灾害特征。

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