The data center company's stock has rocketed by nearly 800% since last April. Applied Digital (APLD +25.52%) has turned into one of the market's hottest growth stocks in recent years. After the data center operator pivoted from a focus on providing infrastructure for crypto miners to building infrastructure to support artificial intelligence (AI), its share price has absolutely exploded. But while the AI-first strategy has created an enormous opportunity, the company is walking a fine line, and any slip-up could turn this growth stock into dead weight in your portfolio. Expand NASDAQ : APLD Applied Digital Today's Change ( 25.52 %) $ 7.11 Current Price $ 34.95 Key Data Points Market Cap $9.8B Day's Range $ 29.24 - $ 35.09 52wk Range $ 3.31 - $ 42.27 Volume 45M Avg Vol 32M Gross Margin 16.40 % Why Applied Digital has soared Applied Digital builds and operates data centers specifically designed for AI workloads, and leases the facilities to tenants that actually run the servers that power AI. Think of it as a specialized real estate developer and landlord -- it finds the land, builds the facilities, and keeps the lights on and the AC running. Given the immense power requirements of AI and the complexity of the infrastructure that supports it, there are only a handful of companies capable of doing this at scale. That means Applied Digital is extremely well positioned to take advantage of AI's rapid growth to expand its top line -- and it has. The company's revenue has exploded from $55 million in 2023 to $264 million over its last four reported quarters. Applied Digital is in the midst of building an immense amount of capacity and now has commitments for up to $16 billion in revenue over the next 15 years. The risks investors can't ignore While there is a lot of opportunity in this niche, there's also a whole lot of risk. At present, the company is operating in the red, losing $125 million over the last 12 months. But that's not necessarily a major concern at this poin...

NVDA Stock Today: Goldman Reaffirms Buy, $250 Target — February 7 Meyka

Despite bringing in a $156,000 annual salary, a Chicago family is struggling to afford groceries, something the wife attributes to her husband’s growing $700-a-month addiction to tobacco and marijuana. Substance Use Or Budget Problem? “My husband is an addict,” Megan said during an episode of “The Ramsey Show” last year. She is a stay-at-home mother pregnant with their third child and called for advice from personal finance experts Dave Ramsey and Jade Warshaw. Megan said her husband typically spends around $6,000 a year on the habit, but the past couple of months have been worse due to the deaths of his father and grandfather. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Americans With a Financial Plan Can 4X Their Wealth — Get Your Personalized Plan from a CFP Pro Because of her husband’s “erratic behavior,” Megan told the hosts she’s hesitant to pay off their $20,000 car loan even though they have the money. She fears that the freed-up $600 monthly payment would just vanish into his habit. Ramsey immediately challenged the framing. “If I was to say that my wife was an addict, that would mean that our marriage was either getting ready to end or she was getting help next week,” he said. “But you use this like it’s part of the budget. If you’re going to call him an addict, you’re going to have to act like it.” He added that if her concern is simply that her husband occasionally uses substances and it’s costing them $500 to $700 a month, that's a very different scenario than describing him as an addict. Trending: Designed for investors with strong market convictions, REX Shares builds ETFs for income, leverage, and tactical positioning — explore the lineup. When they asked about his income structure, Megan revealed she brings in no income currently. Her husband earns the entire household income. They take home about $7,800 per month after taxes, yet Megan said food insecurity remains a problem. Lifesty...

DOHA, Qatar – This week’s historic $1 trillion rout in U.S. software giants like Microsoft and Salesforce has sent a chill across Silicon Valley and around the world. Speaking with fast-growing AI unicorn founders and top venture investors at Web Summit Qatar, many argued the software "Armageddon" narrative is overblown – even as they acknowledge AI valuations look stretched. The founder of the $7 billion agentic AI unicorn Glean, Arvind Jain, said he doesn’t think AI will make software-as-a-service obsolete. GOOGLE PLANS TO SPEND BIG AS AI RACE WITH RIVALS INTENSIFIES "I think AI is a really powerful technology that people have to embed," he said, adding that delivering products and services "will all continue," arguing integration is how software services will thrive in the future. Meantime, the $17 billion-valued decacorn Miro’s founder, Andrey Khusid, said AI "valuations are crazy, and valuations will correct," but in his estimate, valuations will "normalize in the next two years." Technology investors also believe the AI bubble is deflating. Larry Li, founder of Amino Capital and a member of Forbes’ annual Midas List, said "it’s just a matter of time," as he sees the bubble – especially for large companies – deflating. Ticker Security Last Change Change % MSFT MICROSOFT CORP. 401.14 +7.47 +1.90% CRM SALESFORCE INC. 191.37 +1.45 +0.76% APPLE SEES BIGGEST SALES JUMP IN 4 YEARS, POWERED BY 'STAGGERING' IPHONE DEMAND Both investors and founders compared the moment to the dot-com era: most startups will fail, but the ones that survive will be the generational winners of the AI revolution. The prevailing view in Doha is that the boom has been more "responsible" than prior cycles because many companies are generating real revenue – even if valuations may still correct. IPO market: why AI giants may wait Another point of discussion in Doha was the IPO market, amid reports that AI giants OpenAI and Anthropic are racing to get to market first to scoop up eager investor d...

Klaus Vedfelt/DigitalVision via Getty Images Investment Thesis Amplify CWP International Enhanced Dividend Income ETF ( IDVO ) and Amplify CWP Enhanced Dividend Income ETF ( DIVO ) are twin brothers whose investment concept is founded on high-quality stock selection and conservative use of options, though they differ primarily in terms of geographic investment concentration. If DIVO is a fund that works with US securities, than IDVO was created with the aim of transferring this successful strategy to foreign markets in Asia, Europe, and other regions. Consequently, the following interesting question arises: "Where is it better to invest?" Should you invest in an ETF that works with US assets? Should you choose a fund that allows you to capitalize on the growth of foreign markets? Answering this question depends on comparing the key quantitative metrics and qualitative indicators of IDVO and DIVO. My opinion is that the best solution in the battle between the two funds is to choose both at once in order to diversify your portfolio. Fundamental similarities between IDVO and DIVO IDVO and DIVO's main similarities are their affiliation with the same CEF family, Amplify Investment, along with the fact that they're built on the same strategy from the Capital Wealth Planning team. These funds' main investment philosophy is built around the idea of working with stocks that show dividend growth. These funds seek out companies that not only provide investors with high dividend yields, as well as companies with substantial free cash flow, minimal debt, as well as a history of consistent dividend growth. Additionally, there are a number of other fundamental characteristics that make IDVO and DIVO similar ETFs: Each fund employs an options strategy based on tactical covered calls. Options are not taken on the entire index, however, they are taken on individual stocks, but only during periods when volatility creates an attractive premium. In general, no more than 15%–20% of the p...

Britain's Katie Boulter claimed her fourth WTA Tour title with a three-set victory over Tamara Korpatsch at the Ostrava Open on Saturday. The British number four, who had dropped to 120th in the world rankings, came back strongly from a set down in the final to beat German Korpatsch 5-7 6-2 6-1. Boulter's positive performance in the Czech Republic this week after an inconsistent 2025 season means she will return to the top 100 at number 84. The 29-year-old split from her long-time coach Biljana Veselinovic last year and appointed Michael Joyce at the start of 2026. She dedicated the win to her new coach Joyce, saying: "We're only a few weeks into business right now Mickey but we've got one in the bag."

FangXiaNuo/iStock Unreleased via Getty Images If you looked at the chart of JD.com ( JD ), you would see a stock that has fallen more than 70% in the last 5 years, and that would make you believe that this is a business on the verge of a complete collapse. The stock is currently trading in a range of ~$25-$30 and has been an underperformer for the last many years because of the narrative that China is uninvestable given its relationship with the US. However, while everyone has been busy selling the stock, I believe the market has conveniently ignored the reality of JD’s business. We are looking at a company which has generated over $180 billion of revenue in the last 12M, is growing at a 15% YoY growth rate as per its latest quarterly filing, has one of the largest supply chain networks in China and it sits on a $12Bn+ cash pile. Given these realities and the difference in the price performance of this stock, I would like to initiate coverage on the stock of JD with a strong buy and get into the details of the different drivers of why I believe the stock is likely to do very well over the next 3-5 years. JD Performance vs S&P500 (Seeking Alpha) Driver #1: logistics is no longer a cost center, it is a strategic moat For a long time, bears had argued that JD’s asset-heavy model, where it owns multiple warehouses and courier fleets, was a liability compared to its competition’s asset-light model, particularly that of Alibaba. This is structurally changing now, and JD’s logistic infrastructure is turning out to be one of its most significant strategic moats. To give you more context, JD owns JD Logistics (JDL), for its own retail operations. It is profitable at a standalone basis and is also being leveraged by the company to serve external clients. Last quarter, JD-Logistics revenue increased 24% year on year, which is significantly higher than its core retail business. Just the way Amazon transformed its profitability profile because of its moat in its logistics- JD.co...

阿布扎比網球公開賽 比歷克奪女單冠軍 【有線新聞】阿布扎比網球公開賽，捷克的比歷克奪得女單冠軍。 黑衫的比歷克決賽鬥阿歷珊祖娃，乖巧笠後場，先拔頭籌。比歷克要連贏兩場外圍賽才打入正賽，四強擊敗排名16的杜臣，決賽再做「黑馬」，就算被阿歷珊祖娃第12局保發，這位20歲捷克小將決勝局落後2比4下，細分反勝7比5 4。 第二盤形勢大好，比歷克4次破發機會把握3次，大勝6比1，直落兩盤，首奪巡迴賽錦標，世界排名將跳升至38位。

SpaceX's New Order Of Operations: Moon Mission First, Mars On Hold Elon Musk's SpaceX is apparently reorienting its near-term space roadmap, pushing back a planned 2026 uncrewed Mars mission and focusing efforts on NASA's Artemis program, with Starship's uncrewed moon mission targeted for early next year. According to Wall Street Journal sources, the rocket company told investors this week that Musk will prioritize a moon mission, with a Mars mission to follow. The lunar landing with a Starship rocket is slated for March 2027. The person noted that the moon mission will be uncrewed and will not include humanoid or wheeled ground-based robots. The space pivot comes after SpaceX acquired Musk's AI company, xAI, earlier this week, combining his rocket and satellite business with his artificial intelligence startup to accelerate plans for a fleet of low-Earth-orbit data centers. The deal gives SpaceX a valuation of $1 trillion, and xAI a value of $250 billion. The combined company's valuation of $1.25 trillion was announced to employees in a memo on Monday, with an IPO slated for later this year that could raise as much as $50 billion. Kardashev II civilization or bust. Starship will get us to the Moon and Mars. pic.twitter.com/L9vhMOdDPK — Tesla Owners Silicon Valley (@teslaownersSV) February 7, 2026 Even though Musk previously dismissed the moon as a "distraction" and argued for Mars first, it appears NASA may have nudged him, especially as Jeff Bezos's rocket company, Blue Origin, has paused space tourism launches to focus on the moon. In a memo earlier this week, Musk told employees that the pivot will pave the way for the U.S. to construct a permanent base on the moon. "The capabilities we unlock by making space-based data centers a reality will fund and enable self-growing bases on the moon, an entire civilization on Mars, and ultimately expansion to the universe," he said. Last month, Musk told a podcaster that getting to Mars this year is becoming a "lower proba...

【有線新聞】米蘭冬奧自由式滑雪，中國的谷愛凌晉身女子坡面障礙技巧決賽。 26位運動員爭入前12，資格賽每人兩次機會，計最高分一次。谷愛凌首輪首個動作失誤，只得1.26分。上屆在北京奪銀，這位22歲中國運動員迅速調整，第2輪發揮出色，造出75.3分，總成績第2晉身決賽。

New Yorker state lawmakers have introduced a bill that would impose a moratorium of at least three years on permits tied to the construction and operation of new data centers. While the bill’s prospects are uncertain, Wired reports that New York is at least the sixth state to consider pausing construction of new data centers. As tech companies plan to spend ever-increasing amounts of money to build AI infrastructure, both Democrats and Republicans have expressed concerns about the impact those data centers might have on surrounding communities. Studies have also linked data centers to increased home electricity bills. Critics include progressive Senator Bernie Sanders, who has called for a national moratorium, as well as conservative Florida Governor Ron De Santis, who said data centers will lead to “higher energy bills just so some chatbot can corrupt some 13 year old kid online.” More than 230 environmental groups including Food & Water Watch, Friends of the Earth, and Greenpeace recently signed an open letter to Congress calling for a national moratorium on the construction of new data centers. Eric Weltman of Food & Water Watch told Wired that the New York bill — sponsored by state senator Liz Krueger and assemblymember Anna Kelles, both Democrats — was “our idea.” Data center pauses have also been proposed by Democrats in Georgia, Vermont, and Virginia, while Republicans sponsored similar bills in Maryland and Oklahoma. According to Politico, Krueger described her state as “completely unprepared” for the “massive data centers” that are “gunning for New York.” “It’s time to hit the pause button, give ourselves some breathing room to adopt strong policies on data centers, and avoid getting caught in a bubble that will burst and leave New York utility customers footing a huge bill,” she said. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day fo...

米蘭冬奧｜馮艾文高山滑雪男子落山賽封王 奪今屆首金 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】米蘭冬奧第一金誕生，瑞士的馮艾文高山滑雪男子落山賽封王。 36位運動員角逐。去年在世錦賽封王，馮艾文來到冬奧同樣有出色表現，以1分51秒61，0.2秒力壓意大利的費南桑尼，贏得今屆首面金牌，亦成為第5位在這項目奪金的瑞士運動員。另一位意大利代表奪銅。

Explore how differences in cost, diversification, and holdings shape the appeal of these two popular U.S. equity ETFs for investors. The State Street SPDR S&P 500 ETF Trust (SPY +1.92%) and the Vanguard Total Stock Market ETF (VTI +2.11%) are both designed for broad U.S. stock market exposure, but they differ in scope and cost. SPY tracks the S&P 500 Index, focusing on large-cap companies, while VTI holds thousands of stocks across all market capitalizations, offering access to a more comprehensive slice of the U.S. market. This comparison highlights the key differences to help investors weigh which may better fit their portfolio goals. Snapshot (cost & size) Metric SPY VTI Issuer SPDR Vanguard Expense ratio 0.09% 0.03% 1-yr return (as of Feb. 5, 2026) 13.13% 12.43% Dividend yield 1.05% 1.10% Beta (5Y monthly) 1.00 1.04 AUM $709 billion $571 billion VTI is more affordable on fees, charging just one-third of SPY’s expense ratio. VTI also has a slight edge on dividend yield, making it appealing for both cost-conscious and income-seeking investors. Performance & risk comparison Metric SPY VTI Max drawdown (5 y) -24.50% -25.36% Growth of $1,000 over 5 years $1,764 $1,656 SPY has had a slightly milder maximum drawdown over the past five years and also outpaced VTI in cumulative growth, suggesting marginally stronger risk-adjusted results for large-cap-focused investors. What's inside VTI casts a wide net, holding roughly 3,600 stocks and covering the full U.S. equity spectrum -- large-, mid-, and small-caps -- with a notable tilt toward technology (33%), financial services (13%), and consumer cyclical (10%). Its largest positions are Nvidia, Apple, and Microsoft. The fund’s 24-year history and massive assets under management (AUM) contribute to its liquidity and stability, but its broad approach also exposes it to smaller, sometimes less liquid companies. SPY, in contrast, focuses strictly on the S&P 500, heavily weighted toward technology (34%), financial services (13%)...

【有線新聞】漁護署的檢疫偵緝犬計劃目前有8隻偵緝犬在口岸和機場執勤，阻截走私瀕危動植物。北上消費熱潮，走私罪案不斷增加，署方新年期間會加強執法。 堆積如山的紙皮箱到底藏起了哪些物品？靈敏的鼻子不用20秒就鎖定目標，就算是找動物都難不到他。這幾位「狗偵探」隸屬漁護署，專門負責檢疫走私瀕危動植物，隻隻都訓練有素，學堂畢業後就會被派到邊境口岸和機場值勤。 漁護署檢疫犬領犬員高開榮：「4個月期間會接受不同訓練，例如嗅覺靈敏度訓練或者跳躍運動訓練。小貓、小狗或者倉鼠、天竺鼠這一類的氣味，甚至爬蟲動物、蛇、龜都會學到。」 漁護署去年偵破590宗走私瀕危動植物，較2023年上升近兩成，走私蘭花個案佔最多，有249宗，花旗參亦佔兩成。偵緝犬過去3年搜出的瀕危動植物個案有59宗。 署方又指，多了人北上消費，走私個案不斷增加。至2月初，今年已經阻截23宗走私蘭花個案，新年期間會和海關加強打擊走私活動及安排偵緝犬執勤。漁護署瀕危物種保護主任（牌照事務）劉苑容：「隨著農曆新年越來越接近，我們都預計非法進口蘭花個案會上升，就這方面個案會進行一系列宣傳教育工作。例如公共交通工具，包括往返口岸的巴士上購買廣告，也會跟海關一同在口岸派發傳單。」 除了在口岸和機場工作，偵緝犬另一個任務是到學校和社區中心做宣傳教育。

AMD260206C00090000 互動股市圖表 | AMD Feb 2026 90.000 call 股市 Yahoo 財經

Key Points CFO Michaela Ware sold 5,000 shares for a total of ~$812,000 on Feb. 5, 2026, reflecting the SEC Form 4 weighted average price. The sale represented 17.74% of Ms. Ware's total pre-transaction holdings. No indirect or derivative transactions were reported; indirect holdings in her 401(k) plan remain unchanged at 3,259 shares. The trade size is in line with Ms. Ware's historical sale cadence and reflects reduced available capacity following prior dispositions. 10 stocks we like better than Brinker International › Michaela M. Ware, Chief Financial Officer of Brinker International (NYSE:EAT), executed an open-market sale of 5,000 directly-held shares at a weighted average price of $162.40 per share on Feb. 5, 2026, according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 5,000 Transaction value ~$812,000.0 Post-transaction shares (direct) 19,923 Post-transaction shares (indirect) 3,259 Post-transaction value (direct ownership) ~$3.2 million Transaction value based on SEC Form 4 weighted average purchase price ($162.40); post-transaction value based on Feb. 5, 2026 market close ($160.64). Key questions How significant was this sale relative to Ms. Ware's historical trading activity? This 5,000-share sale is comparable to Ms. Ware's historical median for open-market sales (5,356 shares in the recent period), suggesting the transaction is consistent with her established disposition pattern. This 5,000-share sale is comparable to Ms. Ware's historical median for open-market sales (5,356 shares in the recent period), suggesting the transaction is consistent with her established disposition pattern. What impact does this trade have on Ms. Ware's ownership position? The transaction reduced Ms. Ware's direct holdings by 17.74%, leaving her with 19,923 directly held shares and maintaining 3,259 shares indirectly through her 401(k) plan. The transaction reduced Ms. Ware's direct holdings by 17.74%, leaving her with 19,923 directly held ...

Source: Bloomberg, 0:00

【有線新聞】馬年新春花車匯演大年初一晚在尖沙咀上演，今年有12輛花車以及30隊表演隊伍，其中由50多位小舞者組成的街舞表演隊伍準備就緒與觀眾見面。 每年年初一都和大家慶新春的旅發局花車匯演，除了絢麗奪目的花車外，梅花間竹登場的表演隊伍都不容小覷。這一支由52位小舞者組成的街舞隊伍首次參與花車匯演，僅練習十次，便會正式與公眾見面。隊內亦邀請三位曾參加匯演的「師姐」加入，她們更到過世界各地參加跳舞比賽奪冠。 小舞者叮叮：「我也挺喜歡花車巡遊，因為周圍有很多觀眾，電視都有很多人欣賞。」小舞者：「直播有很多人看，他們看到我之後都有傳送影片給我，告訴我看到我。」小舞者Jaylee：「（為甚麼想參加第二次？）氣氛讓我很歡樂，平時比賽的時候想贏的心態會大於享受跳舞。但花車巡遊令我想感染更多不會跳舞或者有興趣但不深入了解的人。」 為小舞者排舞的總教練20年前曾參與花車匯演，轉換成老師身份，期望小朋友利用舞蹈將正能量帶給觀眾，同時送上新年祝福。總教練蕭翊深：「所有小朋友化身一班馬年小精靈，有些動作和馬年有些關係，譬如有個動作好像向前衝，好像騎著馬向前奔騰。希望將這些舞步元素加進去，讓大家感受到新一年大家騎著一隻千里馬向前奔放地越做越好。希望大家多點欣賞跳舞這件事，多接觸和多支持，最重要是跳舞可以帶給人正能量開心的氣氛。」 今次舞團的小舞者最細7歲，最大14歲，教練亦有就著不同年齡設計適合他們的舞步。

Source: Bloomberg, 0:00

PVAL-EU 互動股市圖表 | PUTNAM FOCUSED LARGE CAP VALUE 股市 Yahoo 財經

In this article TGNA NXST Follow your favorite stocks CREATE FREE ACCOUNT Pavlo Gonchar | Sopa Images | Lightrocket | Getty Images President Donald Trump on Saturday endorsed Nexstar Media 's proposed $6.2 billion acquisition of Tegna , just months after criticizing the deal. "We need more competition against THE ENEMY, the Fake News National TV Networks," Trump wrote in a Truth Social post. "Letting Good Deals get done like Nexstar - Tegna will help knock out the Fake News because there will be more competition, and at a higher and more sophisticated level. Those that are opposed don't fully understand how good the concept of this Deal is for them, but they will in the future. GET THAT DEAL DONE!" Under the agreement, Nexstar, which owns or partners with over 200 stations, would add Tegna's 64 stations — covering roughly 80% of the country. The deal, announced in August 2025, was expected to close in the second half of 2026. Trump's backing of the Nexstar-Tegna deal marks an abrupt turnaround. In a Truth Social post in November, Trump railed against the Nexstar-Tegna deal and the potential for more industry consolidation. "If this would also allow the Radical Left Networks to 'enlarge,' I would not be happy," Trump wrote. "ABC & NBC, in particular, are a disaster - A VIRTUAL ARM OF THE DEMOCRAT PARTY. They should be viewed as an illegal campaign to the Radical Left. NO EXPANSION OF THE FAKE NEWS NETWORKS. If anything, make them SMALLER!" The proposed Nexstar-Tegna deal is part of a string of recent media consolidation efforts as cord-cutting threatens the industry. "We believe that broadcast news is essential to this country and a free democracy, independent local news, and that broadcast TV is basically the last bastion of local news at the local level, and our goal is to become a bigger company and hopefully be able to compete on a level playing field with Big Tech that is pervasive in all aspects of media," Nexstar CEO Perry Sook told CNBC after the deal announc...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. IREN (NasdaqGS:IREN) has secured $3.6b in GPU financing supported by leading global banks. The company aligned this funding with a $1.9b customer prepayment tied to a $9.7b AI contract with Microsoft. IREN outlined plans to expand its data center power capacity by 1.6GW in Oklahoma and target 140,000 GPUs installed by 2026. IREN is pushing to reposition from Bitcoin mining toward AI cloud infrastructure, backed by substantial contracted demand. The shares recently closed at $41.83, with a very large 3-year return and a 235.4% gain over the past year, although the stock is down 22.2% over the past week and 4.1% over the past month. That mix of strong multi-year performance and short-term pullback frames how the market is digesting this business shift. For investors, a central question is whether this AI-centric model and long-term Microsoft contract meaningfully change IREN's risk and earnings profile compared with its mining roots. The scale of secured financing, power build-out and GPU orders positions the company to operate as a large-capacity compute provider. Future updates on execution, utilization and contract terms are likely to be important catalysts for sentiment around NasdaqGS:IREN. Stay updated on the most important news stories for IREN by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on IREN. NasdaqGS:IREN 1-Year Stock Price Chart Why IREN could be great value For existing and potential shareholders, the headline here is that IREN has largely secured the hardware and power it needs to support the Microsoft AI contract, but the latest quarter shows how costly that pivot is to execute. Revenue for Q2 rose to US$184.69m from US$116.14m a year earlier, yet the company reported a sizeable net loss of US$155.41m versus a US$21.89m loss, reflecting non cash items, mining-related impair...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Reports indicate Micron Technology (NasdaqGS:MU) is not expected to be part of Nvidia's supplier list for next generation HBM4 due to performance limitations. The company has announced plans for a new wafer fabrication facility in Singapore with investment of about US$24b. The Singapore plant is intended to increase output of advanced NAND and HBM memory aimed at AI related workloads. Micron is a major producer of DRAM, NAND and high bandwidth memory used in data centers, smartphones and PCs, so any change in its AI related product roadmap can matter for the stock. Reports of exclusion from Nvidia's HBM4 supply chain touch directly on Micron's ambitions in higher margin AI memory, an area where rivals SK Hynix and Samsung are also active. At the same time, the large Singapore investment highlights that Micron is committing significant capital to future memory demand tied to AI workloads. For you as an investor, these developments raise questions around execution risk and timing. On one hand, the HBM4 setback could limit Micron's role in certain AI servers. On the other hand, the US$24b expansion indicates a significant capital commitment toward anticipated demand for advanced memory. The interaction of these factors may influence how the market assesses Micron's competitive position and earnings profile over time. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Feb 2026 How Micron Technology stacks up against its biggest competitors For Micron, the reported loss of Nvidia HBM4 orders and the US$24b Singapore fab point in different directions for its AI-era plan. Missing out on a flagship Nvidia HBM4 slot could limit Micron's exposu...

Micron’s Nvidia HBM4 Setback And US$24b Singapore Bet On AI Memory Yahoo Finance

Amazon.com, Inc. (AMZN): A Bull Case Theory Finviz

There's a bright future ahead for both, but it's important to be patient. After underperforming broader equities over the past few years, will the healthcare sector finally rebound and deliver above-average returns from here on out? That's hard to say. Whatever the case, there are plenty of attractive healthcare stocks investors should consider buying and holding on to through the next five years and beyond. Here are two candidates: Intuitive Surgical (ISRG +2.55%) and Vertex Pharmaceuticals (VRTX +4.16%). 1. Intuitive Surgical Intuitive Surgical faced challenges last year. High tariffs impacted its financial results, while it is seeing increased competition in the robotic-assisted surgery (RAS) market, a niche where it is a leader. Further, the company's guidance for the fiscal year 2026 wasn't as strong as the market wanted. However, even with potential near-term volatility, Intuitive Surgical's long-term outlook is strong. It operates in an underpenetrated RAS market and develops some of the leading robot surgery devices, including its famous da Vinci system, which helps surgeons perform minimally invasive procedures. Expand NASDAQ : ISRG Intuitive Surgical Today's Change ( 2.55 %) $ 12.14 Current Price $ 488.46 Key Data Points Market Cap $173B Day's Range $ 480.70 - $ 491.58 52wk Range $ 425.00 - $ 609.08 Volume 111K Avg Vol 1.9M Gross Margin 65.99 % Intuitive Surgical also benefits from a strong competitive advantage due to switching costs, as its devices are expensive enough that hospital systems won't want to replace them. It ended the fourth quarter with an installed base of 11,106, up 12% from the year-ago period. And as this number increases, so will procedure volume, an important growth driver for the medical device specialist. Intuitive Surgical's moat can help it stay ahead of the competition while also giving it flexibility to deal with tariffs, for instance, by leveraging its strong pricing power. So, even with the challenges it faces, Intuitive Surgi...

Key Points Intuitive Surgical's recent dip is a good buying opportunity, considering its prospects. Vertex Pharmaceuticals' shares could jump this year as it advances its clinical programs. 10 stocks we like better than Intuitive Surgical › After underperforming broader equities over the past few years, will the healthcare sector finally rebound and deliver above-average returns from here on out? That's hard to say. Whatever the case, there are plenty of attractive healthcare stocks investors should consider buying and holding on to through the next five years and beyond. Here are two candidates: Intuitive Surgical (NASDAQ: ISRG) and Vertex Pharmaceuticals (NASDAQ: VRTX). 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 » 1. Intuitive Surgical Intuitive Surgical faced challenges last year. High tariffs impacted its financial results, while it is seeing increased competition in the robotic-assisted surgery (RAS) market, a niche where it is a leader. Further, the company's guidance for the fiscal year 2026 wasn't as strong as the market wanted. However, even with potential near-term volatility, Intuitive Surgical's long-term outlook is strong. It operates in an underpenetrated RAS market and develops some of the leading robot surgery devices, including its famous da Vinci system, which helps surgeons perform minimally invasive procedures. Intuitive Surgical also benefits from a strong competitive advantage due to switching costs, as its devices are expensive enough that hospital systems won't want to replace them. It ended the fourth quarter with an installed base of 11,106, up 12% from the year-ago period. And as this number increases, so will procedure volume, an important growth driver for the medical device specialist. Intuitive Surgical's moat can help it stay ahead of the competition while also g...

Brinker International operates Chili's and Maggiano's restaurants; a key insider recently reduced their direct ownership stake. Michaela M. Ware, Chief Financial Officer of Brinker International (EAT +5.16%), executed an open-market sale of 5,000 directly-held shares at a weighted average price of $162.40 per share on Feb. 5, 2026, according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 5,000 Transaction value ~$812,000.0 Post-transaction shares (direct) 19,923 Post-transaction shares (indirect) 3,259 Post-transaction value (direct ownership) ~$3.2 million Transaction value based on SEC Form 4 weighted average purchase price ($162.40); post-transaction value based on Feb. 5, 2026 market close ($160.64). Key questions How significant was this sale relative to Ms. Ware's historical trading activity? This 5,000-share sale is comparable to Ms. Ware's historical median for open-market sales (5,356 shares in the recent period), suggesting the transaction is consistent with her established disposition pattern. This 5,000-share sale is comparable to Ms. Ware's historical median for open-market sales (5,356 shares in the recent period), suggesting the transaction is consistent with her established disposition pattern. What impact does this trade have on Ms. Ware's ownership position? The transaction reduced Ms. Ware's direct holdings by 17.74%, leaving her with 19,923 directly held shares and maintaining 3,259 shares indirectly through her 401(k) plan. The transaction reduced Ms. Ware's direct holdings by 17.74%, leaving her with 19,923 directly held shares and maintaining 3,259 shares indirectly through her 401(k) plan. Was there any indirect or derivative involvement in this transaction? No; the trade was executed solely from direct holdings, with no indirect transfers or stock option exercises reported in this filing. No; the trade was executed solely from direct holdings, with no indirect transfers or stock option exercises reported in t...

ozgurdonmaz/E+ via Getty Images Wall Street finished the week under pressure from a technology-led selloff, with most Magnificent Seven stocks ending in the red despite solid Q4 earnings. The Dow Jones Industrial Average bucked the trend on Friday, climbing to 50,000 for the first time, helped by strength in Nvidia, which also lifted chip stocks. Meanwhile, Bitcoin briefly fell to $60,230 in late Thursday trading before rebounding more than 14% on Friday, though it remains down about 43% from its peak. For the week, the S&P ( SP500 ) dipped -0.10%, while the tech-heavy Nasdaq Composite ( COMP:IND ) fell -1.8%, and the blue-chip Dow ( DJI ) added +2.5%. Here’s what caught investor attention this week: Palantir Technologies ( PLTR ) reported fourth-quarter results and guidance that topped Wall Street's estimates. For the period ending Dec. 31, Palantir said it earned an adjusted $0.25 per share as revenue rose 69.2% year-over-year to $1.4B. For the full-year 2026, Palantir said it expects revenue to be between $7.182B and $7.198B, above the consensus estimate of $6.28B. Walmart ( WMT ) saw its stock push above a market capitalization of $1 trillion for the first time ever this week. This marked the first traditional retailer to hit that milestone, joining a club that includes companies like Tesla, Apple, Nvidia, Microsoft, Alphabet, Amazon, and Meta Platforms. Stellantis ( STLA ) fell sharply in early trading on Friday after the automaker issued preliminary results for the second half of 2025, paused its dividend for 2026, and announced an EV strategy reset. The company is overhauling its strategy after concluding it misjudged the speed of the energy transition and moved too quickly toward electric vehicles relative to actual customer demand. A new focus on "freedom of choice" will emphasize a broader mix of EVs, hybrids, and advanced internal combustion engine vehicles to better match customers’ real-world preferences and budgets. As part of this reset, Stellantis ( ...