The global publishing platform Substack is generating revenue from newsletters that promote virulent Nazi ideology, white supremacy and antisemitism, a Guardian investigation has found. The platform, which says it has about 50 million users worldwide, allows members of the public to self-publish articles and charge for premium content. Substack takes about 10% of the revenue the newsletters make. ...
The global publishing platform Substack is generating revenue from newsletters that promote virulent Nazi ideology, white supremacy and antisemitism, a Guardian investigation has found. The platform, which says it has about 50 million users worldwide, allows members of the public to self-publish articles and charge for premium content. Substack takes about 10% of the revenue the newsletters make. About 5 million people pay for access to newsletters on its platform. Among them are newsletters that openly promote racist ideology. One, called NatSocToday, which has 2,800 subscribers, charges $80 – about £60 – for an annual subscription, though most of its posts are available for free. NatSocToday is understood to be run by a far-right activist based in the US and features a swastika, a symbol appropriated by the Nazi party in the 1920s to symbolise white supremacy, as its profile picture. The full name of the Nazi party was the National Socialist German Workers’ party. One of its recent posts suggests the Jewish race was responsible for the second world war and describes Adolf Hitler as “one of the greatest men of all time”. Within two hours of subscribing to NatSocToday for the purposes of this investigation, the Substack algorithm directed the Guardian’s account to 21 other profiles featuring similar content. Some of these accounts regularly share and like each other’s posts. Many have thousands of followers. Erika Drexler, a self-styled “NS [national socialist] activist” with 241 subscribers, shared posts describing Hitler as her hero and the “most overqualified leader ever”. The account is also believed to be US-based and charges $150 for an annual subscription. Ava Wolfe, who has 3,000 subscribers and calls herself an “archivist of articles and videos about history in particular WW2” appears to be based in the UK. She has a profile which features swastikas and other Nazi imagery. An annual subscription to her Substack costs £38. Much of the content Wolfe posts eng...
Key Points VYM charges a much lower expense ratio and has a higher trailing one-year return than NOBL. NOBL concentrates on dividend growth stocks and tilts toward industrials and consumer defensives, while VYM is heavier in financials and technology. Both funds are highly liquid, but VYM's larger assets under management and broader holdings may appeal to investors seeking diversification. 10 stoc...
Key Points VYM charges a much lower expense ratio and has a higher trailing one-year return than NOBL. NOBL concentrates on dividend growth stocks and tilts toward industrials and consumer defensives, while VYM is heavier in financials and technology. Both funds are highly liquid, but VYM's larger assets under management and broader holdings may appeal to investors seeking diversification. 10 stocks we like better than ProShares S&P 500 Dividend Aristocrats ETF › The Vanguard High Dividend Yield ETF (NYSEMKT:VYM) stands out for its low cost, higher trailing return, and broader sector exposure, while the ProShares - S&P 500 Dividend Aristocrats ETF (NYSEMKT:NOBL) 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. (NYSE:SYY), C.H. Robinson Worldwide Inc. (NASDAQ:CHRW), and Colgate-Palmolive...
American Express' (NYSE: AXP) stock has rallied nearly 60% over the past three years as the S&P 500 advanced just over 20%. The financial services giant outperformed the market as it continued generating stable growth in a tough macro environment. But will this blue chip stalwart stay ahead of the market over the next three years? Let's review its business model, growth rates, and valuations to de...
American Express' (NYSE: AXP) stock has rallied nearly 60% over the past three years as the S&P 500 advanced just over 20%. The financial services giant outperformed the market as it continued generating stable growth in a tough macro environment. But will this blue chip stalwart stay ahead of the market over the next three years? Let's review its business model, growth rates, and valuations to decide. How American Express differs from Visa and Mastercard American Express controls a much smaller slice of the global card processing market than Visa and Mastercard, but it operates a different business model. Visa and Mastercard only operate payment processing networks and don't issue any cards. Banks and other financial institutions issue co-branded cards with Visa and Mastercard, take on the customers' debt, and pay the two companies "swipe fees" for accessing their payment networks. American Express is both a payment processor and a card issuer. It's one of the largest banks in America by total assets and backs its cards with its own balance sheet. That's why it's much harder to get an American Express card than a co-branded Visa or Mastercard. Amex's prioritization of high credit scores makes its cards status symbols of financial success, but it also limits its own customer base. As a result, many businesses -- especially overseas ones -- still don't accept Amex cards. How did American Express fare over the past three years? American Express suffered a major slowdown in 2021 as the pandemic throttled consumer spending throughout most of the year. But its business quickly recovered over the following two years as those headwinds dissipated. It also consistently reduced its number of outstanding shares throughout that choppy slowdown and recovery. Metric 2021 2022 2023 Total revenue (net of interest expense) growth (17%) 17% 14% Diluted EPS growth (53%) 166% 14% Change in outstanding shares (3%) (2%) (2%) For 2024, it expects its revenue to rise 9% to 11% as its EPS ...
Ukraine’s President Volodymyr Zelensky says the US is proposing to finish all necessary negotiations to end Russia’s invasion of Ukraine in June. “The Americans are proposing that the parties end the war by the beginning of this summer,” Zelensky told reporters in a briefing late on Friday. “We understand that American internal issues have an impact and will certainly become even more relevant for...
Ukraine’s President Volodymyr Zelensky says the US is proposing to finish all necessary negotiations to end Russia’s invasion of Ukraine in June. “The Americans are proposing that the parties end the war by the beginning of this summer,” Zelensky told reporters in a briefing late on Friday. “We understand that American internal issues have an impact and will certainly become even more relevant for them,” he said, suggesting US midterm elections in November would become the administration’s major focus. Advertisement Zelensky said that the next round of peace talks aimed at ending Russia’s four-year invasion may happen in about a week, amid another proposed energy truce. “The Ukrainian team has already accepted the invitation,” he said. Washington has once again advised Ukraine and Russia to halt strikes on energy targets as a “de-escalation gesture”, which Ukraine has accepted, he said. Ukraine’s President Volodymyr Zelensky chairs a meeting with journalists at his office in Kyiv on Friday. Photo: Ukrainian Presidential Press Service via AFP Hours after Zelensky’s comments, Russian forces unleashed another massive missile and drone barrage, targeting Ukraine’s power grid and leaving much of the nation’s west without electricity, heating or water.
"These actions of unprecedented seriousness do not in any way tarnish Italy's image in the world, an image that the Games will make even more compelling and positive," said Deputy Prime Minister and Transport Minister Matteo Salvini.
"These actions of unprecedented seriousness do not in any way tarnish Italy's image in the world, an image that the Games will make even more compelling and positive," said Deputy Prime Minister and Transport Minister Matteo Salvini.
We came across a bullish thesis on CrowdStrike Holdings, Inc. on Potential Multibaggers’s Substack by Kris. In this article, we will summarize the bulls’ thesis on CRWD. CrowdStrike Holdings, Inc.'s share was trading at $469.19 as of January 28th. CRWD’s trailing and forward P/E were 401.83 and 98.04, respectively according to Yahoo Finance. Why Needham Backed Allot in November After a Decade-High...
We came across a bullish thesis on CrowdStrike Holdings, Inc. on Potential Multibaggers’s Substack by Kris. In this article, we will summarize the bulls’ thesis on CRWD. CrowdStrike Holdings, Inc.'s share was trading at $469.19 as of January 28th. CRWD’s trailing and forward P/E were 401.83 and 98.04, respectively according to Yahoo Finance. Why Needham Backed Allot in November After a Decade-High Profit Quarter Den Rise/Shutterstock.com CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. CRWD’s competitive advantage is increasingly evident as cybersecurity enters an AI-driven, agentic era, a shift clearly articulated at its Fal.Con event. The company has built its Falcon platform as a single-agent, cloud-native solution in an otherwise fragmented industry dominated by legacy, point-product vendors. This consolidation strategy is not merely about cost savings but about delivering a unified security “circle” that expands with customer needs. Large enterprises such as Gap and Oracle illustrate this dynamic, with deep module adoption driving materially higher ARR at renewal and demonstrating strong lifetime value relative to customer acquisition cost. CrowdStrike’s vision extends beyond automation toward fully autonomous security operations, with CEO George Kurtz framing the journey as moving from assisted human analysts to level-five autonomy. This ambition is underpinned by a formidable data moat, built from trillions of security events, millions of labeled annotations, and hundreds of incident response engagements each year. As AI models increasingly depend on high-quality, real-world data, this advantage compounds. Strategic tuck-in acquisitions such as Onum and Pangea further strengthen the Falcon platform, enabling CrowdStrike to be first to market with a comprehensive AI Detection and Response (AIDR) solution that will be essential as enterprises deploy AI agents at scale. The company is also redefining identity ...
We came across a bullish thesis on Wix.com Ltd. on i'm stf’s Substack by stf. In this article, we will summarize the bulls’ thesis on WIX. Wix.com Ltd.'s share was trading at $93.04 as of January 28th. WIX’s trailing and forward P/E were 37.27 and 12.72 respectively according to Yahoo Finance. Lumentum (LITE0 Climbs 9.6%, Mirrors Broader Market Rally Copyright: melpomen / 123RF Stock Photo Wix.com...
We came across a bullish thesis on Wix.com Ltd. on i'm stf’s Substack by stf. In this article, we will summarize the bulls’ thesis on WIX. Wix.com Ltd.'s share was trading at $93.04 as of January 28th. WIX’s trailing and forward P/E were 37.27 and 12.72 respectively according to Yahoo Finance. Lumentum (LITE0 Climbs 9.6%, Mirrors Broader Market Rally Copyright: melpomen / 123RF Stock Photo Wix.com Ltd., together with its subsidiaries, operates a cloud-based web development platform for registered users and creators worldwide. WIX is viewed as undervalued following its June 2025 acquisition of Base44, with the market seemingly focused on fears of AI-driven disruption and competition from Google while overlooking the potential for meaningful ARR re-acceleration. Recent share price weakness appears to discount the risk of “AI replacement” but fails to reflect the opportunity created by embedding Base44’s “vibe-coding” capabilities across Wix’s 270M+ registered user base. Wix operates a freemium SaaS model anchored by its DIY website builder, which remains the core cash-flow engine through premium subscriptions, while its Wix Studio platform has successfully moved the company upmarket by serving professional creators, agencies, and enterprises at higher ARPU levels. The Base44 acquisition, completed for approximately $80 million, introduces conversational AI-driven development that allows users to build websites and applications through natural language prompts rather than drag-and-drop tools or traditional code. Rather than a standalone product, Base44 is best understood as a feature layer that can be integrated across Wix’s ecosystem. This technology significantly expands Wix’s total addressable market by attracting non-technical users who want to create tools or apps, not just websites, while also providing a compelling new upsell lever for its largely free user base. Base44 can also be packaged into premium AI-driven tiers, driving ARPU expansion and allowing Wix to...
Social media is on trial in Los Angeles. What happens next could change the way they operate. Inside LA's superior court, a landmark trial is getting under way. Social media companies are being accused of being addictive by design, a bit like tobacco and cigarettes were in the 1980s. They'll face around 22 "bellwether" lawsuits, i.e. test cases, with lawyers considering the testimonies of more tha...
Social media is on trial in Los Angeles. What happens next could change the way they operate. Inside LA's superior court, a landmark trial is getting under way. Social media companies are being accused of being addictive by design, a bit like tobacco and cigarettes were in the 1980s. They'll face around 22 "bellwether" lawsuits, i.e. test cases, with lawyers considering the testimonies of more than 1,500 people when launching the action. Opening statements for the first lawsuit will start on Monday, with Meta chief executive Mark Zuckerberg among the tech execs expected to testify. Over the years, people have tried to sue the owners of Instagram, Facebook, YouTube, TikTok and Snapchat for online harm, but they've largely failed. Often, social media companies will rely on a defence called Section 230 of America's Communications Act, which protects online platforms publishing third-party content. It says they're not responsible for content posted by users on their platforms. So what makes this court case so different? For the first time, social media companies will face a trial by jury. Those jurors won't decide whether specific content on the platforms was harmful. Instead, they'll decide whether social media companies were negligent when they created and tweaked their products to encourage people to spend more time on them. Read more science and technology news: Autism rates between girls and boys challenged by new study The new Anthropic AI model scaring lawyers and legal firms Elon Musk's xAI chatbot Grok faces ICO probe A feature expected to come up, for example, is "infinite scrolling", whereby your social media feed never ends, no matter how long you spend watching it. The plaintiffs allege that Instagram, Facebook, YouTube, TikTok and Snapchat "have rewired how our kids think, feel, and behave", according to the class action master complaint. If the jurors decide the companies were negligent when creating their products, they'll then also need to decide whethe...
Disney (NYSE: DIS) 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 mor...
Disney (NYSE: DIS) 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. 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 Walt Disney right now? Before you buy stock in Walt Disney, 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 Walt Disney 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. Matt Frankel, CFP has positions in Walt Disney. Rick Munarriz has positions in Walt Disney. The Motley Fool has positions in and recommends Walt Disney. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their...
On Friday Tesla (NASDAQ:TSLA) CEO Elon Musk issued a stark warning regarding the U.S. national debt, stating that America is on a path to bankruptcy. Musk emphasized the necessity of advancements in artificial intelligence and robotics to avert this financial crisis. In a recent podcast appearance, Musk declared, "We are 1,000% going to go bankrupt as a country and fail as a country, without AI an...
On Friday Tesla (NASDAQ:TSLA) CEO Elon Musk issued a stark warning regarding the U.S. national debt, stating that America is on a path to bankruptcy. Musk emphasized the necessity of advancements in artificial intelligence and robotics to avert this financial crisis. In a recent podcast appearance, Musk declared, "We are 1,000% going to go bankrupt as a country and fail as a country, without AI and robots. The national debt is piling up like crazy." He underscored that without these technological breakthroughs, the national debt issue is insurmountable. Elon Musk’s Dire Warning For America The U.S. national debt currently stands at $38.56 trillion, with federal spending surpassing revenue significantly. In the fiscal year 2026 alone, the government has spent approximately $602 billion more than it has collected. Musk highlighted the growing burden of servicing this debt, noting, "The interest payments on national debt exceed the military budget, which is a trillion dollars." This financial strain is projected to worsen, with a report from the Committee for a Responsible Federal Budget predicting interest payments on the national debt will exceed $1.5 trillion by 2032 and reach $1.8 trillion by 2035. How National Debt Threatens Economic Stability Musk’s warnings extend to the potential devaluation of the dollar, a concern he has voiced previously. According to the Federal Reserve Bank of Minneapolis, the purchasing power of $100 in 2025 is equivalent to just $12.06 in 1970, illustrating significant erosion over time. The implications of a devalued dollar and escalating debt servicing costs could have profound impacts on the U.S. economy, necessitating urgent attention and innovative solutions. Investors’ Strategies Amid Fiscal Uncertainty Despite the grim outlook, Musk’s comments suggest that investors can still find opportunities to safeguard their wealth. Historically, savvy investors have navigated fiscal challenges by adapting their strategies to protect against ...
Bitcoin’s rout is far from over, according to veteran commodities trader Peter Brandt. Over the past week, Bitcoin has dropped as much as 17% from over $90,000 to around $74,600 as markets weighed the nomination of former Federal Reserve Governor Kevin Warsh for chair of the central bank, escalating geopolitical tensions and a partial U.S. government shutdown. Amid the market uncertainty, recent p...
Bitcoin’s rout is far from over, according to veteran commodities trader Peter Brandt. Over the past week, Bitcoin has dropped as much as 17% from over $90,000 to around $74,600 as markets weighed the nomination of former Federal Reserve Governor Kevin Warsh for chair of the central bank, escalating geopolitical tensions and a partial U.S. government shutdown. Amid the market uncertainty, recent posts from Brandt suggest that Bitcoin is likely to continue its decline to trade between $58,000 and $54,000, 54% and 57% below its record price of $126,000 in October. Don't Miss: The $58,000 target is based on a Bitcoin Power Law chart Brandt shared on X on Saturday, which had a support zone between $63,000 and $38,000. "Next stop is 58th street," Brandt said at the time. "The conductor will be coming through the train collecting tickets so make sure you are on the right train." However, Brandt on Monday shared another daily candle chart showing Bitcoin on Jan. 25 had broken out of a bearish channel it has been stuck in since November to the downside, setting a target of $54,000. Trade cryptocurrency and stocks on Kraken Pro, an advanced trading platform offered by Kraken, one of the world's most established cryptocurrency exchanges. The platform offers advanced order type and deep liquidity to help users execute complex strategies with precision. Kraken Pro is free to access with a Kraken account. Trending: Americans With a Financial Plan Can 4X Their Wealth — Get Your Personalized Plan from a CFP Pro As for when this potential price bottom could materialize, Brandt on Jan. 29 suggested between August and October. "BTC to bottom in Aug-Oct then straight up," he said on X. "Anyway, my think this minute." Bitcoin’s upside target could be between $226,000 and $341,000 based on the Power Law chart shared by Brandt on Saturday. Meanwhile, Brandt on Monday also appeared to question whether investors in pioneer Bitcoin treasury company Strategy (NASDAQ:MSTR) can hold on for the...
One number suggests you're not too late to buy. Amid all the volatility silver prices have seen in 2026, they are still up by double digits for the year as of early February. Shares of Wheaton Precious Metals (WPM +4.01%) are up 11.4% year to date, and zooming out over the last 12 months, they have returned 98%. Looking at the precious metals company's rise, it's natural to wonder if its rally is ...
One number suggests you're not too late to buy. Amid all the volatility silver prices have seen in 2026, they are still up by double digits for the year as of early February. Shares of Wheaton Precious Metals (WPM +4.01%) are up 11.4% year to date, and zooming out over the last 12 months, they have returned 98%. Looking at the precious metals company's rise, it's natural to wonder if its rally is over. The stock's price-to-earnings (P/E) ratio of 59 certainly makes it look expensive at first glance, considering that the average S&P 500 company is priced far more cheaply with a P/E ratio of 29.6. ' Yet there's one good reason to think that this stock is actually much cheaper than it appears. Not only that, it's even cheaper than it was a year ago, before its near-100% rally. Expand NYSE : WPM Wheaton Precious Metals Today's Change ( 4.01 %) $ 5.25 Current Price $ 136.15 Key Data Points Market Cap $62B Day's Range $ 134.04 - $ 137.30 52wk Range $ 66.44 - $ 160.36 Volume 91K Avg Vol 2.1M Gross Margin 68.52 % Dividend Yield 0.49 % Putting Wheaton Precious Metals' valuation in context To understand this company's valuation, you need to know its business model. Wheaton Precious Metals doesn't mine silver, gold, or any other metal. Instead, it provides financing for mining projects in return for the right to buy portions of the mines' future output at heavily discounted prices. For instance, the company's 2023 deal with Waterton Copper entitles it to buy hundreds of thousands of ounces of silver from the latter's Mineral Park Mine in Arizona for a whopping 82% discount to spot price in return for $300 million in up-front financing. As another example, it bought the right to buy up to 18 million ounces of future silver production from the Blackwater mine in Cariboo, Canada, at an 82% discount to spot price, all for $141 million in financing that would be paid gradually, in tranches. Obviously, a company that has rights to buy troves of gold and silver from mines around the ...
There are several great investment opportunities in the AI sector. If you've got $5,000 ready to invest that isn't needed for monthly bills or to boost an emergency fund, I've got a list of stocks that look like excellent buys. All of them are key beneficiaries of massive artificial intelligence (AI) spending and look primed to soar throughout this year and many years to come. I think Nvidia (NVDA...
There are several great investment opportunities in the AI sector. If you've got $5,000 ready to invest that isn't needed for monthly bills or to boost an emergency fund, I've got a list of stocks that look like excellent buys. All of them are key beneficiaries of massive artificial intelligence (AI) spending and look primed to soar throughout this year and many years to come. I think Nvidia (NVDA +7.87%), Broadcom (AVGO +7.26%), Taiwan Semiconductor Manufacturing (TSM +5.57%), and Microsoft (MSFT +1.90%) all make for excellent buys right now and should crush the market moving forward. Nvidia Nvidia, the world's most valuable company (as measured by market cap), has risen to this level thanks to insatiable demand for its graphics processing units (GPUs). These computing units have become the primary option for training and running AI models. Even after the company saw three years of strong growth, 2026 looks like another great one. Expand NASDAQ : NVDA Nvidia Today's Change ( 7.87 %) $ 13.53 Current Price $ 185.41 Key Data Points Market Cap $4.5T Day's Range $ 174.60 - $ 187.00 52wk Range $ 86.62 - $ 212.19 Volume 231M Avg Vol 183M Gross Margin 70.05 % Dividend Yield 0.02 % Wall Street analysts expect 52% growth for Nvidia in fiscal 2027 (which just began and will end in January 2027). While some investors may be worried about investing in Nvidia's stock right now because an AI bubble may be forming, the reality is far from that. Nvidia is providing the picks and shovels for the AI gold rush. It will do just fine even if the gold rush eventually peters out. With its strong projected growth over multiple years, Nvidia stock is a no-brainer buy for me right now. Broadcom One company challenging Nvidia's dominance in the AI chip sector is Broadcom. Instead of launching a competing GPU, Broadcom is taking a different approach. It has designed ASICs (application-specific integrated circuits) that are getting a lot of attention from AI hyperscalers. ASICs optimize the com...
A massive market snapback on Friday couldn't erase all of the week's damage. After several days of selling, the tech sector roared back, with the Nasdaq gaining over 2% on Friday. Chipmakers Nvidia and Broadcom led the way, with gains of 7.8% and 7.2%, respectively. The broad-based S & P 500 rose nearly 2% in a session. Despite the late-week rally, both indexes posted declines for the week. The Na...
A massive market snapback on Friday couldn't erase all of the week's damage. After several days of selling, the tech sector roared back, with the Nasdaq gaining over 2% on Friday. Chipmakers Nvidia and Broadcom led the way, with gains of 7.8% and 7.2%, respectively. The broad-based S & P 500 rose nearly 2% in a session. Despite the late-week rally, both indexes posted declines for the week. The Nasdaq lost 1.8%, while the S & P 500 lost 0.1%. The story was different for the Dow , which benefited from the rotation out of growth names in software and tech and into value areas like financials and industrials. The 30-stock benchmark rose more than 1,200 points on Friday, hitting an all-time high close of 50,115. The Dow finished up 2.5% for the week. .IXIC .SPX,.DJI mountain 2026-02-02 Nasdaq, S & P 500, Dow since Feb. 2 "It's a mighty Dow rally," Jim Cramer said at Friday's Morning Meeting, adding that "we've got a lot of mighty Dow [in the portfolio] so I'm feeling pretty good about it." With the exception of Amazon and Verizon, each stock in the average was up on Friday. Of the Trust portfolio's 34 holdings, 11 are Dow names, including Apple , Home Depot , Microsoft , and Honeywell . We'll see if Friday's rally has legs come Monday. Until then, here are three significant moments that drove the market last week. 1. Everybody cared about capex Wall Street views the hyperscalers as a check on the AI trade, given their massive investments in the nascent technology. Alphabet and Amazon both announced massive increases in capital expenditures for the year to build their data centers and AI offerings. But investors reacted differently to the news. The Google parent reported a fantastic fourth-quarter late Wednesday and announced that its 2026 spending could be more than double that of the previous year. Investors took the eye-popping increase in stride. Although shares fell 0.5% Thursday, it was still much better than the Nasdaq's 1.5% loss that day. Amazon stock tumbled 5....
As the New England Patriots prepare for Sunday’s Super Bowl, Tom Brady has decided he is backing his former team after all. Brady, who won six Super Bowls with the Patriots, came under heavy criticism this week after saying he won’t have a “dog in the fight … may the best team win” when New England take on the Seattle Seahawks in Santa Clara, California, on Sunday. On Friday, Brady reversed course...
As the New England Patriots prepare for Sunday’s Super Bowl, Tom Brady has decided he is backing his former team after all. Brady, who won six Super Bowls with the Patriots, came under heavy criticism this week after saying he won’t have a “dog in the fight … may the best team win” when New England take on the Seattle Seahawks in Santa Clara, California, on Sunday. On Friday, Brady reversed course. “You know I got your back [Robert Kraft],” he wrote on Instagram, referencing the Patriots owner. “Get that seventh ring so we can match.” Brady won his seventh Super Bowl with the Tampa Bay Buccaneers after leaving the Patriots. While Brady may have been attempting to maintain neutrality in his new role as a broadcaster and a part-owner of the Las Vegas Raiders, he received backlash from large swathes of New England’s fanbase over his initial comments. His former teammates on the Patriots were also unhappy. Vince Wilfork called Brady’s earlier comments “bullcrap”, Rob Gronkowski questioned his motives, while Asante Samuel claimed Brady was jealous of new Patriots quarterback Drake Maye.
Narcissus Studio/iStock Editorial via Getty Images Introduction While I sold my position in the common shares of JPMorgan ( JPM ) last year, I continued to keep an eye on the financial institution as I consider it to be one of the best managed banks in the US. The Q4 results appeared to be pretty light at first, but the recently announced acquisition of the Apple ( AAPL ) credit card program from ...
Narcissus Studio/iStock Editorial via Getty Images Introduction While I sold my position in the common shares of JPMorgan ( JPM ) last year, I continued to keep an eye on the financial institution as I consider it to be one of the best managed banks in the US. The Q4 results appeared to be pretty light at first, but the recently announced acquisition of the Apple ( AAPL ) credit card program from Goldman Sachs ( GS ) weighed on the results. This means the underlying results were better than the reported results, and I expect the bank’s earnings to continue to show a positive evolution. Data by YCharts Robust results emphasize excellent preferred dividend coverage levels Before discussing the company’s preferred shares, it only makes sense to have a look at its quarterly financial results to make sure that the preferred dividends enjoy a strong coverage ratio. As you can see below, in the final quarter of last year, JPMorgan reported a total net interest income of approximately $25B thanks to a substantially lower interest expense, which more than fully compensated the slightly lower interest income. Additionally, the net non-interest expenses increased as well, but everything remains quite manageable, and after also recording approximately $4.7B in loan loss provisions, JPMorgan reported a pre-tax income of $17.2B. JPM Investor Relations The bank owed just over $4.1B in taxes on the pre-tax results and this ended up in a net profits of just over $13 billion. This resulted in an EPS of $4.64 and allowed the bank reported full-year results of just over $20 per share. In the fourth quarter, JPMorgan had to deal with higher lease depreciation and higher marketing expenses, while the total amount of loan loss provisions also increased pretty sharply. However, this already includes a $2.2B reserve build related to the forward purchase commitments of the Apple credit card portfolio. The total amount of net charge offs in the quarter was just $2B, which was just slightly lo...
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...