The Reflation Narrative Authored by Lance Roberts via RealInvestmnentAdvice.com, The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation. As I di...
The Reflation Narrative Authored by Lance Roberts via RealInvestmnentAdvice.com, The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation. As I discussed at our recent 2026 Investment Summit, the markets are banking on the effects of the passage of the OBBBA, tax cuts, and deregulation to fuel earnings and profit growth in 2026. Furthermore, the markets are focused on the Federal Reserve with expectations of further rate cuts and easing of monetary policy. All of these actions aim to increase consumption, investment, and employment, which in turn will increase wages and corporate revenues. Over the last few months, the reflation narrative has re-emerged. After years of tightening by global central banks to tame post-pandemic inflation, the focus has started to shift. Inflation has moderated in the U.S., and growth remains positive, albeit soft in some sectors. Policymakers and market participants are watching for signs that rate cuts could soon be back on the table, particularly as employment softens. Wall Street strategists and economists are optimistic. They argue that the worst of the inflation fight is over and believe central banks will continue to ease as economic growth stabilizes while inflation edges closer to its targets. In turn, they expect this will feed into earnings growth and a further expansion of profit margins. The bull case for reflation is rooted in falling inflation, positive real wage growth, continued fiscal support, and a resilient labor market. These factors suggest that consumer demand will remain stable or even improve if borrowing costs fall. The combination of lower interest rates and improving consumption sets the stage for rising corporate revenues and higher stock market valuations. S...
Key Points Advanced Micro Devices announced strong revenue growth for the recent quarter -- but the stock fell after the report. AMD and Nvidia are rivals in the billion-dollar AI chip market. 10 stocks we like better than Nvidia › Many players are participating in the high-growth field of artificial intelligence (AI). But two in particular stand out as they make key tools critical to the developm...
Key Points Advanced Micro Devices announced strong revenue growth for the recent quarter -- but the stock fell after the report. AMD and Nvidia are rivals in the billion-dollar AI chip market. 10 stocks we like better than Nvidia › Many players are participating in the high-growth field of artificial intelligence (AI). But two in particular stand out as they make key tools critical to the development and functioning of AI. I'm talking about chip designers Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD). Nvidia is the chip leader, offering the world's most powerful graphics processing units (GPUs), and this has resulted in incredible growth over the past few years. AMD has proven it can compete with this market leader as it's launched chips rivaling those of Nvidia and has been announcing soaring demand and revenue. And investors can count on both of these companies for a clear picture of the current and, potentially, future AI market. 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 » AMD was the first to report quarterly earnings during the current earnings season, and the company announced record revenue for the quarter and the full year, as well as strong profitability. Chief Lisa Su even said that, based on the current situation, AMD expects "significant" sales and revenue growth this year. In spite of these results, though, AMD stock sank 17% in the trading session following the report. Is this stock performance, following a strong earnings report, a warning for Nvidia shareholders ahead of the market giant's Feb. 25 earnings report? Let's find out. An investor studies something on a laptop at home. Image source: Getty Images. AMD's soaring earnings So, first, let's consider AMD's report. As mentioned, overall, the company delivered very positive news. In the quarter, revenue clim...
Explore how these two income-focused ETFs differ in cost, sector exposure, and portfolio breadth for diversified dividend strategies. The Vanguard High Dividend Yield ETF (VYM +2.35%) stands out for its low cost, higher trailing return, and broader sector exposure, while the ProShares - S&P 500 Dividend Aristocrats ETF (NOBL +1.33%) targets dividend growth with a focus on industrials and consumer ...
Explore how these two income-focused ETFs differ in cost, sector exposure, and portfolio breadth for diversified dividend strategies. The Vanguard High Dividend Yield ETF (VYM +2.35%) stands out for its low cost, higher trailing return, and broader sector exposure, while the ProShares - S&P 500 Dividend Aristocrats ETF (NOBL +1.33%) targets dividend growth with a focus on industrials and consumer defensives. Both VYM and NOBL are popular choices for income-focused investors, but their approaches differ. VYM aims for high current yield from a wide swath of U.S. stocks. This comparison explores key differences in cost, returns, risk, and portfolio composition. Snapshot (cost & size) Metric VYM NOBL Issuer Vanguard ProShares Expense ratio 0.06% 0.35% 1-yr return (as of 2026-01-30) 12.7% 6.6% Dividend yield 2.3% 2.0% Beta 0.76 0.83 AUM $84.6 billion $11.5 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. VYM is significantly more affordable with a 0.06% expense ratio compared to NOBL's 0.35%, and it also offers a slightly higher dividend yield. Performance & risk comparison Metric VYM NOBL Max drawdown (5 y) -15.83% -17.92% Growth of $1,000 over 5 years $1,636 $1,396 What's inside NOBL tracks U.S. companies in the S&P 500 that have raised dividends for at least 25 consecutive years, resulting in a focused portfolio of 70 stocks. Industrials (24%) and consumer defensive (21%) sectors dominate, and the fund’s top holdings — Sysco Corp. (SYY +2.20%), C.H. Robinson Worldwide Inc. (CHRW +1.66%), and Colgate-Palmolive Co. (CL 0.41%) — are each equally weighted at around 1.5%. NOBL has a 12.3-year track record and enforces sector caps to avoid over-concentration. VYM, in contrast, casts a much wider net with 589 holdings and larger positions in financial services (21%) and technology (18%). Its top holdings include Broadcom Inc. (AVGO +7.26%), JP...
American Express stock has tripled in five years. A recent premium card relaunch suggests the good times aren't over yet. American Express (AXP +1.33%) is on a roll. As of Feb. 5, 2026, the financial services veteran's stock has gained 20% over the past six months, doubled over the past three years, and tripled over the past five years. These market-beating gains put it far ahead of archrivals Vis...
American Express stock has tripled in five years. A recent premium card relaunch suggests the good times aren't over yet. American Express (AXP +1.33%) is on a roll. As of Feb. 5, 2026, the financial services veteran's stock has gained 20% over the past six months, doubled over the past three years, and tripled over the past five years. These market-beating gains put it far ahead of archrivals Visa (V +0.81%) and Mastercard (MA 0.57%) in all three periods. The company's focus on premium services and excellent customer service is paying off. But that's a history lesson, not an investment thesis. Can American Express keep outrunning its rivals and the S&P 500 (^GSPC +1.97%) in the next three years? Expand NYSE : AXP American Express Today's Change ( 1.33 %) $ 4.73 Current Price $ 359.35 Key Data Points Market Cap $247B Day's Range $ 354.62 - $ 361.39 52wk Range $ 220.43 - $ 387.49 Volume 149K Avg Vol 2.8M Gross Margin 62.86 % Dividend Yield 0.91 % The new Platinum card is a hit, despite 29% higher fees The recent Q4 2025 earnings call holds some clues. American Express is leaning into a premium strategy, charging higher fees for more luxurious consumer services. In September 2025, the annual fee for American Express Platinum cards rose from $695 to $895, along with a refreshed set of card benefits. Despite shaky consumer confidence ratings in 2025, the new Platinum card was an immediate hit. Retention rates didn't change, despite the higher fees and fairly modest initial incentives for new cardholders. The fees provide incentives for people to use the card and earn the included credits. Together with the Platinum Travel experience planning phone app, the strong Platinum Card relaunch inspired a 30% year-over-year increase in travel bookings. "It is a direct result of that Platinum launch and the engagement of our cardholders," CEO Stephen Squeri said. American Express has a flexible plan The company doesn't set long-term financial goals. Instead, American Express oper...
$ORCL stock fell 14% this week, according to our price data from Polygon. It has been the 35th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $ORCL (you can track the company live on Quiver's $ORCL stock page): $ORCL Insider Trading Activity $ORCL insiders have traded $ORCL stock on the open market 17 times in th...
$ORCL stock fell 14% this week, according to our price data from Polygon. It has been the 35th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $ORCL (you can track the company live on Quiver's $ORCL stock page): $ORCL Insider Trading Activity $ORCL insiders have traded $ORCL stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales. Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months: To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $ORCL Hedge Fund Activity We have seen 1,690 institutional investors add shares of $ORCL stock to their portfolio, and 1,896 decrease their positions in their most recent quarter. Here are some of the largest recent moves: To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Receive $ORCL Data Alerts Sign Up $ORCL Government Contracts We have seen $1,115,841,463 of award payments to $ORCL over the last year. Here are some of the awards which we have have seen pay out the most over the last year: To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. $ORCL Congressional Stock Trading Members of Congress have traded $ORCL stock 15 times in the past 6 months. Of those trades, 6 have been purchases and 9 have been sales. Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months: To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. $ORCL Analyst Ratings Wall Street analysts have issued reports on $ORCL in the last several months. We have seen 20 firms issue buy ratings on the stock, and 1 firms issue sell ratings. Here are some recent analyst ratings: Piper Sandler issued a "Overweight" rating on 02/03/2026 Jefferies i...
$AMZN stock fell 13% this week, according to our price data from Polygon. It has been the 9th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $AMZN (you can track the company live on Quiver's $AMZN stock page): $AMZN Insider Trading Activity $AMZN insiders have traded $AMZN stock on the open market 47 times in the...
$AMZN stock fell 13% this week, according to our price data from Polygon. It has been the 9th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $AMZN (you can track the company live on Quiver's $AMZN stock page): $AMZN Insider Trading Activity $AMZN insiders have traded $AMZN stock on the open market 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales. Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months: DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 18 sales selling 55,238 shares for an estimated $13,042,338 . . DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 9 sales selling 41,340 shares for an estimated $9,155,263 . . ANDREW R JASSY (President and CEO) has made 0 purchases and 7 sales selling 39,744 shares for an estimated $8,714,211 . . MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 7 sales selling 35,553 shares for an estimated $7,794,622 . . BRIAN T OLSAVSKY (Senior Vice President and CFO) sold 17,750 shares for an estimated $3,953,635 JONATHAN RUBINSTEIN sold 8,173 shares for an estimated $2,043,495 SHELLEY REYNOLDS (Vice President) has made 0 purchases and 2 sales selling 2,715 shares for an estimated $601,754 . . DANIEL P HUTTENLOCHER sold 1,237 shares for an estimated $280,316 KEITH BRIAN ALEXANDER sold 900 shares for an estimated $209,700 To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $AMZN Hedge Fund Activity We have seen 2,933 institutional investors add shares of $AMZN stock to their portfolio, and 2,241 decrease their positions in their most recent quarter. Here are some of the largest recent moves: To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Receive $AMZN Data Alerts Sign Up $AMZN Congressional Stock Trading Members of Congres...
$MSFT stock fell 7% this week, according to our price data from Polygon. It has been the 11th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $MSFT (you can track the company live on Quiver's $MSFT stock page): $MSFT Insider Trading Activity $MSFT insiders have traded $MSFT stock on the open market 12 times in the...
$MSFT stock fell 7% this week, according to our price data from Polygon. It has been the 11th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $MSFT (you can track the company live on Quiver's $MSFT stock page): $MSFT Insider Trading Activity $MSFT insiders have traded $MSFT stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales. Here’s a breakdown of recent trading of $MSFT stock by insiders over the last 6 months: SATYA NADELLA (Chief Executive Officer) has made 0 purchases and 6 sales selling 149,205 shares for an estimated $75,315,120 . . BRADFORD L SMITH (Vice Chair and President) has made 0 purchases and 2 sales selling 38,500 shares for an estimated $19,967,707 . . JUDSON ALTHOFF (CEO Microsoft Commercial) sold 12,750 shares for an estimated $6,266,829 TAKESHI NUMOTO (EVP, Chief Marketing Officer) has made 0 purchases and 3 sales selling 7,700 shares for an estimated $3,921,858. To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $MSFT Hedge Fund Activity We have seen 2,718 institutional investors add shares of $MSFT stock to their portfolio, and 2,684 decrease their positions in their most recent quarter. Here are some of the largest recent moves: To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Receive $MSFT Data Alerts Sign Up $MSFT Government Contracts We have seen $380,369,544 of award payments to $MSFT over the last year. Here are some of the awards which we have have seen pay out the most over the last year: To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. $MSFT Congressional Stock Trading Members of Congress have traded $MSFT stock 34 times in the past 6 months. Of those trades, 15 have been purchases and 19 have been sales. Here’s a breakdo...
$AMD stock fell 12% this week, according to our price data from Polygon. It has been the 27th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $AMD (you can track the company live on Quiver's $AMD stock page): $AMD Insider Trading Activity $AMD insiders have traded $AMD stock on the open market 58 times in the past...
$AMD stock fell 12% this week, according to our price data from Polygon. It has been the 27th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $AMD (you can track the company live on Quiver's $AMD stock page): $AMD Insider Trading Activity $AMD insiders have traded $AMD stock on the open market 58 times in the past 6 months. Of those trades, 0 have been purchases and 58 have been sales. Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months: LISA T SU (Chair, President & CEO) has made 0 purchases and 16 sales selling 350,000 shares for an estimated $63,785,256 . . MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 20 sales selling 67,508 shares for an estimated $13,542,555 . . FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 10 sales selling 38,900 shares for an estimated $7,600,589 . . PAUL DARREN GRASBY (EVP & CSO) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $3,919,800 . . JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 7 sales selling 14,506 shares for an estimated $3,045,740 . . AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 3 sales selling 5,453 shares for an estimated $1,243,258. To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $AMD Hedge Fund Activity We have seen 1,538 institutional investors add shares of $AMD stock to their portfolio, and 1,179 decrease their positions in their most recent quarter. Here are some of the largest recent moves: To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Receive $AMD Data Alerts Sign Up $AMD Congressional Stock Trading Members of Congress have traded $AMD stock 7 times in the past 6 months. Of those trades, 4 have been purchases and 3 have been sales. Here’s a breakdown of recent trading of $AMD stock by members of...
$AAPL stock rose 7% this week, according to our price data from Polygon. It has been the 12th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $AAPL (you can track the company live on Quiver's $AAPL stock page): $AAPL Insider Trading Activity $AAPL insiders have traded $AAPL stock on the open market 16 times in the...
$AAPL stock rose 7% this week, according to our price data from Polygon. It has been the 12th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $AAPL (you can track the company live on Quiver's $AAPL stock page): $AAPL Insider Trading Activity $AAPL insiders have traded $AAPL stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales. Here’s a breakdown of recent trading of $AAPL stock by insiders over the last 6 months: TIMOTHY D COOK (Chief Executive Officer) has made 0 purchases and 4 sales selling 129,963 shares for an estimated $33,375,723 . . ARTHUR D LEVINSON sold 90,000 shares for an estimated $20,886,300 KATHERINE L. ADAMS (SVP, GC and Secretary) has made 0 purchases and 4 sales selling 47,125 shares for an estimated $12,101,153 . . DEIRDRE O'BRIEN (Senior Vice President) has made 0 purchases and 2 sales selling 43,013 shares for an estimated $11,071,078 . . KEVAN PAREKH (Senior Vice President, CFO) has made 0 purchases and 4 sales selling 4,199 shares for an estimated $1,038,787 . . CHRIS KONDO (Principal Accounting Officer) sold 3,752 shares for an estimated $1,017,654 To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $AAPL Hedge Fund Activity We have seen 2,249 institutional investors add shares of $AAPL stock to their portfolio, and 3,041 decrease their positions in their most recent quarter. Here are some of the largest recent moves: To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Receive $AAPL Data Alerts Sign Up $AAPL Government Contracts We have seen $7,470 of award payments to $AAPL over the last year. Here are some of the awards which we have have seen pay out the most over the last year: To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. $A...
We came across a bullish thesis on Onto Innovation Inc. on Valueinvestorsclub.com by anonymous.user. In this article, we will summarize the bulls’ thesis on ONTO. Onto Innovation Inc.'s share was trading at $213.70 as of January 28th. ONTO’s trailing and forward P/E were 58.72 and 32.47 respectively according to Yahoo Finance. Jim Cramer on Broadcom (AVGO): “I Like It” Photo by JESHOOTS.COM on Uns...
We came across a bullish thesis on Onto Innovation Inc. on Valueinvestorsclub.com by anonymous.user. In this article, we will summarize the bulls’ thesis on ONTO. Onto Innovation Inc.'s share was trading at $213.70 as of January 28th. ONTO’s trailing and forward P/E were 58.72 and 32.47 respectively according to Yahoo Finance. Jim Cramer on Broadcom (AVGO): “I Like It” Photo by JESHOOTS.COM on Unsplash Onto Innovation (ONTO) represents a highly compelling investment opportunity with potential 80–100%+ upside over the next 1–2 years, driven by a convergence of secular AI demand, cyclical semiconductor inflection, and operational execution. ONTO produces advanced semiconductor capital equipment, including large metrology and inspection tools critical to chip production, particularly in the back-end advanced packaging stage. The company is on the verge of shipping and qualifying its flagship Dragonfly 5 system for TSMC, which is expected to restore ONTO’s share lost to KLA during the NVDA Blackwell ramp, capture 25–100% of displaced volume starting in mid-2026, and drive significant gross margin expansion. This milestone, combined with positive consensus revisions and the strong 4Q backlog, positions ONTO to beat estimates and reclaim its AI-beneficiary multiple, potentially delivering 40–50% stock upside. Further upside is supported by a supply-constrained semiconductor environment where AI-driven demand for high bandwidth memory and advanced packaging is projected to more than double, creating a supercycle that directly benefits ONTO. The planned Semilab acquisition adds $130 million in annualized revenue, is immediately EPS and margin accretive, and strengthens ONTO’s capabilities in materials characterization and wafer contamination monitoring, contributing an additional 10%+ EPS upside. ONTO is insulated from China-related risks and trades at a trough multiple while peers are at peak, creating a favorable rotation opportunity. Additional catalysts include memory d...
Nvidia and AMD have delivered significant growth during this AI boom. Many players are participating in the high-growth field of artificial intelligence (AI). But two in particular stand out as they make key tools critical to the development and functioning of AI. I'm talking about chip designers Nvidia (NVDA +7.87%) and Advanced Micro Devices (AMD +8.32%). Nvidia is the chip leader, offering the ...
Nvidia and AMD have delivered significant growth during this AI boom. Many players are participating in the high-growth field of artificial intelligence (AI). But two in particular stand out as they make key tools critical to the development and functioning of AI. I'm talking about chip designers Nvidia (NVDA +7.87%) and Advanced Micro Devices (AMD +8.32%). Nvidia is the chip leader, offering the world's most powerful graphics processing units (GPUs), and this has resulted in incredible growth over the past few years. AMD has proven it can compete with this market leader as it's launched chips rivaling those of Nvidia and has been announcing soaring demand and revenue. And investors can count on both of these companies for a clear picture of the current and, potentially, future AI market. AMD was the first to report quarterly earnings during the current earnings season, and the company announced record revenue for the quarter and the full year, as well as strong profitability. Chief Lisa Su even said that, based on the current situation, AMD expects "significant" sales and revenue growth this year. In spite of these results, though, AMD stock sank 17% in the trading session following the report. Is this stock performance, following a strong earnings report, a warning for Nvidia shareholders ahead of the market giant's Feb. 25 earnings report? Let's find out. AMD's soaring earnings So, first, let's consider AMD's report. As mentioned, overall, the company delivered very positive news. In the quarter, revenue climbed 34% to more than $10 billion, surpassing analysts' estimates. Gross margin expanded to 54% from 51% a year ago, showing greater profitability on sales. And Su said the company is on track to reach its targets, such as increasing revenue at a more than 35% compound annual growth rate over the coming three to five years. "We are entering a multiyear demand super cycle for high-performance and AI computing," Su said during the earnings call. Still, the stock...
Key Points Advanced Micro Devices announced strong revenue growth for the recent quarter -- but the stock fell after the report. AMD and Nvidia are rivals in the billion-dollar AI chip market. 10 stocks we like better than Nvidia › Many players are participating in the high-growth field of artificial intelligence (AI). But two in particular stand out as they make key tools critical to the developm...
Key Points Advanced Micro Devices announced strong revenue growth for the recent quarter -- but the stock fell after the report. AMD and Nvidia are rivals in the billion-dollar AI chip market. 10 stocks we like better than Nvidia › Many players are participating in the high-growth field of artificial intelligence (AI). But two in particular stand out as they make key tools critical to the development and functioning of AI. I'm talking about chip designers Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD). Nvidia is the chip leader, offering the world's most powerful graphics processing units (GPUs), and this has resulted in incredible growth over the past few years. AMD has proven it can compete with this market leader as it's launched chips rivaling those of Nvidia and has been announcing soaring demand and revenue. And investors can count on both of these companies for a clear picture of the current and, potentially, future AI market. 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 » AMD was the first to report quarterly earnings during the current earnings season, and the company announced record revenue for the quarter and the full year, as well as strong profitability. Chief Lisa Su even said that, based on the current situation, AMD expects "significant" sales and revenue growth this year. In spite of these results, though, AMD stock sank 17% in the trading session following the report. Is this stock performance, following a strong earnings report, a warning for Nvidia shareholders ahead of the market giant's Feb. 25 earnings report? Let's find out. AMD's soaring earnings So, first, let's consider AMD's report. As mentioned, overall, the company delivered very positive news. In the quarter, revenue climbed 34% to more than $10 billion, surpassing analysts' estimates. Gross margin ...
Daniel Grizelj Twenty-three companies in the healthcare sector reported their earnings in the week ended February 6, bringing the sector’s overall reporting progress to 38% so far this quarter. This week, the Health Care Select Sector SPDR Fund ETF ( XLV ) declined 0.55%. On a year-to-date basis, XLV has risen 1.18% compared to a 1.27% rise in the S&P 500 index. Earnings Recap Among the companies ...
Daniel Grizelj Twenty-three companies in the healthcare sector reported their earnings in the week ended February 6, bringing the sector’s overall reporting progress to 38% so far this quarter. This week, the Health Care Select Sector SPDR Fund ETF ( XLV ) declined 0.55%. On a year-to-date basis, XLV has risen 1.18% compared to a 1.27% rise in the S&P 500 index. Earnings Recap Among the companies that reported their results this week, one missed earnings estimates while 22 topped consensus. A similar trend was seen on the revenue side. Pfizer ( PFE ) posted a strong Q4 print, beating both the top and bottom lines. It reported earnings of $0.66 on revenue of $17.6B. However, the company’s shares fell after it indicated revenue contraction for 2026 amid a nearly $1.5B impact attributed to some of its products facing loss of market exclusivity. AbbVie ( ABBV ) also posted a better-than-expected result, with revenue of $16.62B and earnings per share of $2.71, as the company’s former best seller, Humira, exceeded Street forecasts, offsetting a mixed performance from its newer immunology drugs, Rinvoq and Skyrizi. The company’s 2026 profit guidance also topped Wall Street estimates. It sees total sales growth of 9.5% for the full year, backed by blockbuster launches. Merck’s ( MERK ) shares slid after the drugmaker issued a full-year 2026 outlook below Wall Street expectations, despite a solid fourth quarter. The company posted an EPS of $2.04 and revenue of $16.4B, both of which beat analysts’ consensus. At an industry level, 4 pharmaceutical companies, 3 biotechnology companies, and 2 managed healthcare firms released their quarterly reports this week. 10 were from the health care equipment, health care facilities, health care services, and health care distributors industries, while 4 were life sciences tools and services firms. Out of the 35 companies that have reported earnings quarter-to-date, 88.57% topped earnings forecasts, while 82.86% reported revenue above anal...
Bob Iger officially announced his retirement (again), so let's look back at how he did the second time around. Disney (DIS +3.61%) recently announced that current head of the theme parks and cruise line will take over the CEO role from Bob Iger, who is now set to retire at the end of 2026. In this video, longtime Disney fans Matt Frankel and Rick Munarriz discuss whether Disney is in a better posi...
Bob Iger officially announced his retirement (again), so let's look back at how he did the second time around. Disney (DIS +3.61%) recently announced that current head of the theme parks and cruise line will take over the CEO role from Bob Iger, who is now set to retire at the end of 2026. In this video, longtime Disney fans Matt Frankel and Rick Munarriz discuss whether Disney is in a better position now than when Iger decided to come out of retirement a couple of years ago. *Stock prices used were the morning prices of Feb. 3, 2026. The video was published on Feb.4, 2026.
The station sent the letter to the authorities, who were trying to track down the senders. Coleman said the newsroom and law enforcement believe the letters sent to the media could be legitimate because they contained sensitive information about Nancy and the crime scene.
The station sent the letter to the authorities, who were trying to track down the senders. Coleman said the newsroom and law enforcement believe the letters sent to the media could be legitimate because they contained sensitive information about Nancy and the crime scene.
Emma Raducanu missed the chance to win her first title since her US Open triumph in 2021 after losing in straight sets to home favourite Sorana Cirstea in the Transylvania Open final. Raducanu, the top seed, appeared to be feeling the effects of her marathon semi-final win against Ukraine’s Oleksandra Oliynykova on Friday, falling to Cirstea 6-0, 6-2 in little over an hour in Cluj. Romanian Cirste...
Emma Raducanu missed the chance to win her first title since her US Open triumph in 2021 after losing in straight sets to home favourite Sorana Cirstea in the Transylvania Open final. Raducanu, the top seed, appeared to be feeling the effects of her marathon semi-final win against Ukraine’s Oleksandra Oliynykova on Friday, falling to Cirstea 6-0, 6-2 in little over an hour in Cluj. Romanian Cirstea, 35 and in her final year on the Tour, sealed the fourth WTA title of her 20-year career. Raducanu, whose father is Romanian, was pushed to the limit in her last-four clash against Oliynykova 24 hours earlier and had no answers against Cirstea’s big hitting. The British No 1 came under early pressure, eventually losing her opening service game having saved five break points, and she went on to lose the opening set without winning a game in just 30 minutes. View image in fullscreen A struggling Emma Raducanu has a medical timeout in the second set. Photograph: Alex Nicodim/Shutterstock After losing a fourth successive service game to fall 2-0 down in the second set, Raducanu broke Cirstea to love to win her first game but then needed a medical time out. She recovered to then hold her serve for the first time to level at 2-2, but she could not maintain her momentum as Cirstea took the next three games to lead 5-2. Raducanu appeared to have nothing left in the tank as she served to stay in the match and in the next game she lost her serve for a sixth time as Cirstea took the title. At the Abu Dhabi Open, the Czech qualifier Sara Bejlek sealed a surprise first WTA Tour win by beating Ekaterina Alexandrova 7-6 (5), 6-1 in the final. The 20-year-old will climb from 101 in the rankings into the top 50 after the best week of her career.
After years of struggling, retreating, and re-emerging, Intel is once again entering the GPU market. The company plans to build GPUs at scale, a clear signal that it wants a serious seat at the tablet ruled by Nvidia and AMD. Intel’s CEO, Lip-Bu Tan, said that the company has hired a new chief architect to build graphics cards. “I just hired the chief GPU architect, and he’s very good,” Tan mentio...
After years of struggling, retreating, and re-emerging, Intel is once again entering the GPU market. The company plans to build GPUs at scale, a clear signal that it wants a serious seat at the tablet ruled by Nvidia and AMD. Intel’s CEO, Lip-Bu Tan, said that the company has hired a new chief architect to build graphics cards. “I just hired the chief GPU architect, and he’s very good,” Tan mentioned in a statement quoted by Reuters. Why Intel can’t afford to ignore GPUs anymore GPUs are no longer optional in the AI-driven industry, even for the most prominent players in the CPU industry. Recommended Videos Whether it is to enhance a computer or laptop’s video editing or gaming capabilities or to build a massive AI data processing center, GPUs are the building blocks of the modern computing stack. Intel seems to have understood it the hard way. For the last few years, the company has struggled with manufacturing delays, lost a significant market share to AMD, and missed key AI opportunities. A serious GPU push could help the company restore relevance beyond CPUs. The company’s renewed GPU push is primarily enterprise-focused, a market where Nvidia currently enjoys near-unchecked dominance. An enterprise-focused GPU roadmap Consumer-grade GPUs might exist under the Arc brand, but they might not be the headline act, unless the company decides to revamp the Arc lineup. Even though Intel’s efforts seem to be in the right direction, it appears the company is a tad too late in recognizing the importance of GPUs and in creating a lineup that’s attractive to enterprises around the world. It might be a while before the company has models on offer, while the existing giants will continue to innovate and reap profits. Even though the company hasn’t announced any launch dates, development is underway, with early platforms expected over the next few years. Anyways, it’s clear that the company wants to be a full-stack silicon provider again. For now, it’s good to see the company ...
After years of struggling, retreating, and re-emerging, Intel is once again entering the GPU market. The company plans to build GPUs at scale, a clear signal that it wants a serious seat at the tablet ruled by Nvidia and AMD. Intel’s CEO, Lip-Bu Tan, said that the company has hired a new chief architect to build graphics cards. “I just hired the chief GPU architect, and he’s very good,” Tan mentio...
After years of struggling, retreating, and re-emerging, Intel is once again entering the GPU market. The company plans to build GPUs at scale, a clear signal that it wants a serious seat at the tablet ruled by Nvidia and AMD. Intel’s CEO, Lip-Bu Tan, said that the company has hired a new chief architect to build graphics cards. “I just hired the chief GPU architect, and he’s very good,” Tan mentioned in a statement quoted by Reuters. Intel Why Intel can’t afford to ignore GPUs anymore GPUs are no longer optional in the AI-driven industry, even for the most prominent players in the CPU industry. Whether it is to enhance a computer or laptop’s video editing or gaming capabilities or to build a massive AI data processing center, GPUs are the building blocks of the modern computing stack. Intel seems to have understood it the hard way. For the last few years, the company has struggled with manufacturing delays, lost a significant market share to AMD, and missed key AI opportunities. A serious GPU push could help the company restore relevance beyond CPUs. The company’s renewed GPU push is primarily enterprise-focused, a market where Nvidia currently enjoys near-unchecked dominance. Asus An enterprise-focused GPU roadmap Consumer-grade GPUs might exist under the Arc brand, but they might not be the headline act, unless the company decides to revamp the Arc lineup. Even though Intel’s efforts seem to be in the right direction, it appears the company is a tad too late in recognizing the importance of GPUs and in creating a lineup that’s attractive to enterprises around the world. It might be a while before the company has models on offer, while the existing giants will continue to innovate and reap profits. Even though the company hasn’t announced any launch dates, development is underway, with early platforms expected over the next few years. Anyways, it’s clear that the company wants to be a full-stack silicon provider again. For now, it’s good to see the company committi...
The global cryptocurrency market is worth $2.4 trillion. Top performers Bitcoin and Ethereum have delivered gains of 100% and 68% over the last 12 months, as easing inflation has brought less stable investments back into fashion. However, cryptocurrencies remain a riskier play than most stocks, as they are known for their volatility and prices that can rise and fall on the whim of something as sim...
The global cryptocurrency market is worth $2.4 trillion. Top performers Bitcoin and Ethereum have delivered gains of 100% and 68% over the last 12 months, as easing inflation has brought less stable investments back into fashion. However, cryptocurrencies remain a riskier play than most stocks, as they are known for their volatility and prices that can rise and fall on the whim of something as simple as a social media post. Crypto's decentralized nature makes it easy to use, enabling worldwide transactions with minimal fees. However, it can also mean that without tangible ties to an organization, there can be very little rhyme or reason for price fluctuation. As a result, investors looking to grow their portfolio with less risk might want to consider tech stocks. Tech is an ever-expanding market that benefits from consistent demand for upgraded software and hardware products. Consequently, investing in companies with solid business models and market penetration can deliver major growth over the long term. So, here are two tech stocks with more potential than any cryptocurrency. 1. Intel You might be surprised to see Intel (NASDAQ: INTC) on this list, with its stock down 39% since 2021. The company doesn't exactly have a reputation for outperforming cryptocurrencies. However, Intel is turning things around and is active in industries that could help it see its stock price soar in the coming years. Intel shares jumped 13% in the last month as investors appear to be taking notice of recent restructuring. In 2023, the company announced a "fundamental change" in its operations that would see it expand full force into the foundry market by building chip fabs across North America. According to Allied Market Research, the semiconductor foundry market was estimated at $107 billion in 2022 and is projected to more than double to $232 billion by 2032. Chip demand skyrocketed in recent years as advances in various tech sectors require more powerful hardware to take their design...
Head coach says defender apologised to he and his team ‘There is not any regret in making him captain’ Thomas Frank will not consider stripping Cristian Romero of the Tottenham captaincy despite the defender invoking a four-game ban after he was sent off in the 2–0 defeat by Manchester United at Old Trafford on Saturday. It was Romero’s second red card in 10 matches following his two yellows in th...
Head coach says defender apologised to he and his team ‘There is not any regret in making him captain’ Thomas Frank will not consider stripping Cristian Romero of the Tottenham captaincy despite the defender invoking a four-game ban after he was sent off in the 2–0 defeat by Manchester United at Old Trafford on Saturday. It was Romero’s second red card in 10 matches following his two yellows in the 2-1 defeat at Liverpool on 20 December and the ban is his fourth this season. Romero’s off-field conduct has also been a source of concern for the Spurs manager. Following last Sunday’s 2-2 draw with Manchester City , Romero described the depth of Spurs’ squad as “disgraceful” . The outburst on social media called into question his status as captain after the Argentinian was critical of the club’s ownership following the 3-2 defeat at Bournemouth in early January. “They only show up when things are going well, to tell a few lies,” Romero posted on social media, but later deleted the reference to lies. Continue reading...
D-Wave Quantum (NYSE: QBTS) is making a bold move that could redefine its future and unlock massive upside for investors willing to embrace volatility. This video breaks down the catalyst, the risks, and what needs to happen next. Stock prices used were the market prices of Jan. 27, 2026. The video was published on Feb. 5, 2026. Will AI create the world's first trillionaire? Our team just released...
D-Wave Quantum (NYSE: QBTS) is making a bold move that could redefine its future and unlock massive upside for investors willing to embrace volatility. This video breaks down the catalyst, the risks, and what needs to happen next. Stock prices used were the market prices of Jan. 27, 2026. The video was published on Feb. 5, 2026. 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 » Should you buy stock in D-Wave Quantum right now? Before you buy stock in D-Wave Quantum, 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 D-Wave Quantum 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... if you invested $1,000 at the time of our recommendation, you’d have $443,299!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,136,601!* Now, it’s worth noting Stock Advisor’s total average return is 914% — a market-crushing outperformance compared to 195% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 7, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions ...
Artificial intelligence (AI) holds immense potential to reshape industries, from automating tasks to generating new insights. Yet, despite this promise, only a handful of companies have turned AI deployments into substantial profits, though most are chipmakers like Nvidia (NASDAQ:NVDA) that supply advanced accelerators to fuel AI expansion. However, many customers investing in these tools struggle...
Artificial intelligence (AI) holds immense potential to reshape industries, from automating tasks to generating new insights. Yet, despite this promise, only a handful of companies have turned AI deployments into substantial profits, though most are chipmakers like Nvidia (NASDAQ:NVDA) that supply advanced accelerators to fuel AI expansion. However, many customers investing in these tools struggle ... Why Nvidia’s Jensen Huang Thinks Meta Platforms Is AI’s Profit Pioneer
Italy 18-15 Scotland Azzurri resist fightback in appalling conditions They say the Six Nations is all about momentum and Scotland, again, find themselves sliding rapidly downhill. Passion and effort are guaranteed from any Italy team but they were clinical here too and defended magnificently. They ruthlessly capitalised on Scotland’s often rank inaccuracy and a richly deserved win – their second i...
Italy 18-15 Scotland Azzurri resist fightback in appalling conditions They say the Six Nations is all about momentum and Scotland, again, find themselves sliding rapidly downhill. Passion and effort are guaranteed from any Italy team but they were clinical here too and defended magnificently. They ruthlessly capitalised on Scotland’s often rank inaccuracy and a richly deserved win – their second in three years against Scotland – sets them up beautifully for the tournament. The fly-half Paolo Garbisi played the appallingly wet conditions superbly to celebrate his 50th Test cap, testing the visitors’ defence with regular, spiralling contestable kicks and mostly striking the ball well off the tee. The centres Tommaso Menoncello and Juan Ignacio Brex, also marking his 50th cap, were sensational again while the energy and skill of the wing Louis Lynagh significantly softened the blow of Ange Capuozzo’s injury absence. Collectively, in difficult conditions, Italy’s handling and ball movement were far superior to Scotland’s and arguably, for head coach Gregor Townsend and his players, there is no excuse for that. Continue reading...
The organisers of the Winter Olympics opening ceremony have refused to deny speculation that the US pop diva Mariah Carey lip synced her part in the show. Carey took to the stage to sing Domenico Modugno’s “Nel Blu, dipinto di Blu” in Italian, followed by one of her own songs, “Nothing Is Impossible”, but many on social media quickly claimed that there were several times where her lip movements we...
The organisers of the Winter Olympics opening ceremony have refused to deny speculation that the US pop diva Mariah Carey lip synced her part in the show. Carey took to the stage to sing Domenico Modugno’s “Nel Blu, dipinto di Blu” in Italian, followed by one of her own songs, “Nothing Is Impossible”, but many on social media quickly claimed that there were several times where her lip movements were out of time with the music. When asked directly whether Carey was lip synching, the director of the show, Maria Laura Iascone, confirmed that there had been a pre-recording – but refused to say whether it had been used or the American had sung live. “During all the ceremonies, in order to be on the safe side, we always record,” she said. “But this is something that is practised internationally in events with high-level broadcasting.” However, she insisted that Carey’s performance had been “extraordinary”. “Yesterday’s performance was really extraordinary,” she said, “It was fantastic for everybody and we are all satisfied by the results we had. And the images can prove it to you all, because there was magic.” Iascone confirmed that Carey had not been paid. “We believe that Mariah Carey was exceptional, as were all our artists,” she added. “She was not paid for participation as this was the condition for the opening ceremony. We were really honoured to have her with us. “We were extremely happy and satisfied with her performance, as a major talent, who has given us the possibility of representing a very joyful moment. And she also sang an Italian song, which people in the stadium felt deeply about.” View image in fullscreen Mariah Carey was praised for singing an Italian song which pleased the locals attending at San Siro. Photograph: Piero Cruciatti/AFP/Getty Images The International Olympic Commitee played down the boos for the US vice president JD Vance in the opening ceremony, preferring instead to note the enthusiastic reception given to the USA team. However, IOC sp...