Source: Yahoo Finance NVDA $ 185.41 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on NVDA Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective a...
Source: Yahoo Finance NVDA $ 185.41 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on NVDA Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 41 Analyst Rating Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 39 Buy 1 Hold 1 Sell Strong Buy Current: 171.880 Low 200.00 Averages 264.97 High 352.00 Current: 171.880 Low 200.00 Averages 264.97 High 352.00 Morgan Stanley Strong Buy maintain $250 2026-01-29 Reason Morgan Stanley Price Target $250 AI Analysis 2026-01-29 maintain Strong Buy Reason Morgan Stanley has been "somewhat surprised" at Nvidia's underperformance year-to-date after a weak close to 2025, telling investors that the firm's checks "remain very strong, and getting stronger." The number of AI beneficiaries are broadening out, and there is also concern over potential share, which is "overblown to begin with," says the analyst, who thinks a strong Vera Rubin ramp will mitigate any share concerns. The firm, which sees the stock outperforming from here as the company address these concerns in what continues to be a very robust AI environment, has an Overweight rating and $250 price target on Nvidia shares. Goldman Sachs James Schneider Buy maintain $280 -> $320 2026...
AI 'Kill Chains' And Rise Of Skynet-Like Weapons Offer Glimpse Of 2030s Battlefield Ukraine has become the proving ground for 2030s warfare, where Western weaponry, Russian weaponry, and anyone else's "next gen" weaponry collide on a modern battlefield that's already providing a sneak peek of what conflict will look like: weaponized AI, ground robots, FPV swarms, and automated kill chains, with hu...
AI 'Kill Chains' And Rise Of Skynet-Like Weapons Offer Glimpse Of 2030s Battlefield Ukraine has become the proving ground for 2030s warfare, where Western weaponry, Russian weaponry, and anyone else's "next gen" weaponry collide on a modern battlefield that's already providing a sneak peek of what conflict will look like: weaponized AI, ground robots, FPV swarms, and automated kill chains, with humanoid robo-killers that could enter field testing as early as this year. The focus of this note is how "kill chains" are becoming central to modern warfare, with humans increasingly pushed out of decision-making on the Ukrainian frontlines, according to a report by The Times , which adds: "AI will soon be able to meld weapons systems faster than armies' commanders can think." Framed as an "intelligent kill web," a human commander, analyst, or soldier sits at the center like a spider, viewing vast streams of sensor data and weapons systems that talk to each other faster than the speed of thought. The result is a compressed kill chain, in which identifying targets and killing opponents happen at extraordinary speed. "You need to be able to collect information, to process information, to write and disseminate your order faster than your opponent," Yvan Gouriou, a newly retired French army general, told The Times. He is now a strategy adviser to the defense software firm Systematic Defence. According to dozens of current and former Western military officers, defense industry sources, and analysts who spoke with the outlet, the "intelligent kill web" marks the dawn of the age of algorithmic warfare. Examples: The French Army upgraded command software to add real-time AI analytics (moving beyond traditional homegrown tools). The United States Army 4th Infantry Division ran exercises in Colorado testing an AI "lattice" that detected, labeled, and assessed targets, tied to a next-gen C2 prototype led by Anduril with software contributions from Microsoft and Palantir Technologies. ...
New York, Feb 7, 2026, 19:14 EST — Market’s final bell has rung. AMD jumped 8.28% to close at $208.44 Friday, clawing back ground following a steep selloff earlier in the week. Chipmakers caught a bid, with investors wagering that Big Tech isn’t slowing down on AI data center spending. Semiconductor sentiment could shift next week, with fresh macro data and Nvidia’s late-February earnings on deck....
New York, Feb 7, 2026, 19:14 EST — Market’s final bell has rung. AMD jumped 8.28% to close at $208.44 Friday, clawing back ground following a steep selloff earlier in the week. Chipmakers caught a bid, with investors wagering that Big Tech isn’t slowing down on AI data center spending. Semiconductor sentiment could shift next week, with fresh macro data and Nvidia’s late-February earnings on deck. Advanced Micro Devices finished Friday’s session up 8.28% to $208.44, clawing back ground after a 17.31% plunge Wednesday and a further 3.84% dip Thursday. U.S. markets are closed for the weekend, leaving the focus on Monday to see if this bounce has legs. 1 This shift is notable: AMD’s stock often acts as a bellwether for how investors feel about the AI hardware cycle. If cloud companies look set to ramp up data center expansion, chip stocks like AMD usually find support. But when that optimism falters, AMD tends to get hit early. Capital expenditures are the main pressure point here—money going toward servers, networking equipment, and data centers. That spending tends to boost demand for server CPUs and AI accelerators, those premium chips that train and run artificial intelligence models. Friday’s sharp rebound followed a tough stretch for the broader “AI trade,” as investors cast doubt on valuations for high-growth tech stocks. The upcoming session should reveal whether buyers were stepping in on weakness, or if this was just another quick bounce in a choppy market. Chipmakers shot higher, with investors willing to shrug off short-term pressure from Big Tech’s capex ramp and zero in on the suppliers. Nvidia popped 7.8%. AMD rallied 8.3%. Broadcom finished up 7.1%. Over in the Philadelphia Semiconductor Index, a 5.7% gain capped the day for the group. Amazon, though, slid 5.6% as it laid out plans to hike capital spending by more than 50% this year, echoing Alphabet’s recent move. “Real demand for AI products,” said Baird’s Ross Mayfield. 2 Nvidia CEO Jensen Huang told...
What we know about the massive sewage leak in the Potomac River toggle caption Cliff Owen/AP It could now take months to repair a broken sewer pipe that pumped millions of gallons of wastewater into the Potomac River about 8 miles from the White House. The damage is worse than initially thought after officials found a massive blockage in the ruptured pipe. DC Water, the local authority that operat...
What we know about the massive sewage leak in the Potomac River toggle caption Cliff Owen/AP It could now take months to repair a broken sewer pipe that pumped millions of gallons of wastewater into the Potomac River about 8 miles from the White House. The damage is worse than initially thought after officials found a massive blockage in the ruptured pipe. DC Water, the local authority that operates the pipe, said Friday that there's a risk of limited overflow of wastewater until repairs are completed. Approximately 243 million gallons of wastewater has overflowed from the pipe that collapsed on January 19 in Montgomery County, Md., according to a release from DC Water . That translates into 368 Olympic-sized swimming pools worth of sewage. The brunt of this surge happened in the first five days, before interim bypass pumping was activated — a system that reroutes sewage around the damaged section. Sponsor Message "Analysis of Potomac River flow data indicates that the estimated peak discharge of wastewater, approximately 40 million gallons per day, represents about 2% of the Potomac River's total flow during that period," the statement reads. The collapse occurred along the Potomac near the Chesapeake and Ohio Canal. While trying to repair the collapse, DC Water found a large rock dam blocking the sewer pipe . Removing the boulders and large rocks will require heavy machinery, manual labor and additional equipment coming in from Florida and Texas, it said. This process is estimated to take four to six weeks. DC Water spokesperson Sherri Lewis said in an email on Saturday that the company will not be able to assess the damage and determine a timeline for a full repair until the blockage is removed. According to the Friday statement from DC Water, until the pipe is fully repaired, there's still "residual risk" of additional overflows. But those are "expected to remain minimal." The water authority also said that, since February 1, E. coli concentrations downstream of...
New York, Feb 7, 2026, 19:10 EST — The market has closed. Micron wrapped up Friday at $394.69, climbing 3.1% following a choppy week. UBS bumped its Micron price target up to $450, noting supply shortages that may persist through 2027. Micron executives have a spot on the agenda at the Wolfe Research conference, coming up Feb. 11. Micron Technology (MU.O) finished Friday’s session 3.1% higher at $...
New York, Feb 7, 2026, 19:10 EST — The market has closed. Micron wrapped up Friday at $394.69, climbing 3.1% following a choppy week. UBS bumped its Micron price target up to $450, noting supply shortages that may persist through 2027. Micron executives have a spot on the agenda at the Wolfe Research conference, coming up Feb. 11. Micron Technology (MU.O) finished Friday’s session 3.1% higher at $394.69, following a UBS analyst’s target hike and comments that the memory chip shortage remains far from resolved. Shares swung between $372.87 and $396.65 during the day, with volume clocking in around 37.2 million. 1 U.S. markets are closed for the weekend, leaving MU stock investors weighing whether Monday brings more upside after the recent rebound—or if it’s just another blip in a turbulent stretch. The memory sector’s been tough, even with no new headlines from the company. The timing matters because Micron is effectively the bellwether for these margin-sensitive, commodity chips. DRAM, or dynamic random access memory, shows up in everything from servers to PCs. NAND, on the other hand, is the flash storage behind phones and solid-state drives. Whenever supply contracts, price shifts ripple fast through the supply chain. This week, the focus shifts to whether the tight supply is being locked in by demand from AI data centers, or if customers will start balking. Memory buyers have a reputation for swinging quickly from “must-have” to “hold off.” The stock often picks up on that pivot before others in the chip space do. U.S. stocks bounced back Friday, with the Dow pushing past 50,000 for the first time. Tech stocks, after stumbling earlier, reversed course as chipmakers drove gains. 2 UBS’s Timothy Arcuri upped his target on Micron to $450 from $400, sticking with a buy. His recent channel checks suggest “memory supply shortages extending deeper into 2027.” Arcuri flagged the risk if device makers pull back on orders due to pricier components, but expects AI data cent...
Igor Babuschkin , co-founder of Elon Musk ’s xAI , said he is “not planning to purchase any property in the UK,” responding to a Bloomberg report that he had agreed to buy a penthouse overlooking London’s Hyde Park for about £57 million ($77.6 million). In an emailed statement on Saturday, Babuschkin said he was not planning to purchase UK real estate “either directly or through any entity.” Bloom...
Igor Babuschkin , co-founder of Elon Musk ’s xAI , said he is “not planning to purchase any property in the UK,” responding to a Bloomberg report that he had agreed to buy a penthouse overlooking London’s Hyde Park for about £57 million ($77.6 million). In an emailed statement on Saturday, Babuschkin said he was not planning to purchase UK real estate “either directly or through any entity.” Bloomberg reported on Friday that Babuschkin had agreed to buy the home. The deal had not been finalized at the time of publication, people familiar with the matter said, asking not to be named as the information is private. The Times, The Telegraph and other media outlets also reported Friday that Babuschkin had agreed to buy the property. Read More: Musk’s xAI Co-Founder to Buy £57 Million London Penthouse
In the streets of Lahore there are hints that the kite flying festival, Basant, has returned. Someone is fishing a kite from electricity cables, the distant sound of a drum beat, a flash of neon when you look up in the walled city's narrow streets to a stretch of sky. This party is above.
In the streets of Lahore there are hints that the kite flying festival, Basant, has returned. Someone is fishing a kite from electricity cables, the distant sound of a drum beat, a flash of neon when you look up in the walled city's narrow streets to a stretch of sky. This party is above.
A growing “unsung army” of 1 million people with full-time caring responsibilities needs better support, according to a report that found one in three unpaid carers from poorer backgrounds were unable to work because of their duties. The trend is the result of an ageing society and rising ill-health and disability concentrated in the poorest half of the country’s working-age families, the Resoluti...
A growing “unsung army” of 1 million people with full-time caring responsibilities needs better support, according to a report that found one in three unpaid carers from poorer backgrounds were unable to work because of their duties. The trend is the result of an ageing society and rising ill-health and disability concentrated in the poorest half of the country’s working-age families, the Resolution Foundation’s research found. Almost one in three working-age adults in lower-income families had a disability, compared with fewer than one in five in better-off families, the thinktank said. It added that in homes of modest means, 1 million people had caring responsibilities of 35 hours or more a week – the equivalent of a full-time job – making it challenging to secure paid work. Mike Brewer, the deputy chief executive of the Resolution Foundation, said: “Britain is getting older and sicker, while a greater share of its population has a disability. While these trends affect the whole of society, they are starkest in the poorest half of working-age families across the country. “While we talk a lot about the effects of ageing and ill-health, the implications on demand for unpaid care is largely absent from political debate. “That’s despite Britain having an ‘unsung army’ of 1 million people who do at least 35 hours of unpaid care work every week – equivalent to a full-time job. “It is time to provide better support for these carers and their families, just as we have done with working parents in recent decades.” In response, a government spokesperson said: “We understand the huge difference carers make, as well as the struggles they may face. “That’s why we’ve delivered the biggest ever cash increase in the earnings threshold for carer’s allowance, whilst unpaid carers can also receive support, including short breaks and respite services, through the Better Care Fund. “Alongside this, we are reviewing the implementation of carer’s leave and considering the benefits of in...
The tattoo on his arm reads “ buc Lao” (Laos boy) but Kham Paneboun is not a Laotian citizen. In fact, he’s not really from anywhere. In February last year, US Homeland Security detained him for a felony committed as a teenager, revoked his work permit and – after decades of legal residence – deported him to Laos , a country he had never set foot in. Kham, 43, was torn from his wife and four child...
The tattoo on his arm reads “ buc Lao” (Laos boy) but Kham Paneboun is not a Laotian citizen. In fact, he’s not really from anywhere. In February last year, US Homeland Security detained him for a felony committed as a teenager, revoked his work permit and – after decades of legal residence – deported him to Laos , a country he had never set foot in. Kham, 43, was torn from his wife and four children, aged three to 12, who remain in Texas – a family now paying for a “bad mistake” he made in his late teens: an aggravated assault that led to two years in prison and the loss of his green card. Advertisement He insists, and produces letters of support from his employer as proof, that he has committed no offence since his release, living lawfully in the US for 17 years as a warehouse foreman and family man. The tattoo on his arms reads “buc Lao” but Kham Paneboun is not a Laotian citizen. Photo: Aidan Jones But his last annual check-in with immigration authorities coincided with the first month of US President Donald Trump ’s second term: one defined by vows to hunt down “the illegal alien criminals” and throw them “the hell out of our country”. Advertisement In the ICE age – the acronym for Immigration and Customs Enforcement – that routine appointment became a trapdoor to deportation.
Chevron is the only major U.S. energy company in Venezuela, but don't get hung up on the headlines. One of the historical headwinds for Chevron (CVX +1.03%) has been its exposure to Venezuela. The country's energy sector has been in decline for years, and the U.S. government has placed sanctions on the nation. When President Trump authorized the arrest of Nicolas Maduro, the geopolitical picture c...
Chevron is the only major U.S. energy company in Venezuela, but don't get hung up on the headlines. One of the historical headwinds for Chevron (CVX +1.03%) has been its exposure to Venezuela. The country's energy sector has been in decline for years, and the U.S. government has placed sanctions on the nation. When President Trump authorized the arrest of Nicolas Maduro, the geopolitical picture changed for Venezuela, the oil industry, and for Chevron. Here's what you need to consider. Is this good news or bad news? Trump has said that the United States will "run" Venezuela, but that's not likely in the literal sense. The real play is probably going to be to assert control through economic means, noting that a number of oil carriers linked to Venezuela have been seized. If Venezuela wants to sell oil, it appears the U.S. government will have to approve the buyer. That said, Venezuela has large oil reserves, but its oil industry is very weak. It's no longer as important on the world stage as it once was. So the impact on the energy industry as a whole, at least at this stage, is likely to be modest. Trump is hoping to bring energy industry giants into Venezuela to resuscitate its energy sector. That could take years, noting that ExxonMobil (XOM +2.03%) has suggested it doesn't want to be involved just yet. Expand NYSE : CVX Chevron Today's Change ( 1.03 %) $ 1.84 Current Price $ 181.07 Key Data Points Market Cap $364B Day's Range $ 179.47 - $ 182.10 52wk Range $ 132.04 - $ 182.59 Volume 472K Avg Vol 10M Gross Margin 13.79 % Dividend Yield 3.78 % Chevron, however, is already operating in the country. It isn't the most important part of the business and probably shouldn't be your primary focus as an investor. But Chevron does have an incentive to help and an opportunity to be an early beneficiary if things go well for the country's energy industry. Notably, Chevron believes that it could increase its production in the country by as much as 50% over the next two years. ...
US civil rights lawyer and activist Nekima Levy Armstrong says she was "disgusted" after the White House posted an image of her arrest which was edited to show her in tears. She was detained for organising a protest against Immigration and Customs Enforcement (ICE) in a Minnesota church last month. BBC Verify's Jake Horton spoke to Levy Armstrong about the manipulated image and the backlash she ha...
US civil rights lawyer and activist Nekima Levy Armstrong says she was "disgusted" after the White House posted an image of her arrest which was edited to show her in tears. She was detained for organising a protest against Immigration and Customs Enforcement (ICE) in a Minnesota church last month. BBC Verify's Jake Horton spoke to Levy Armstrong about the manipulated image and the backlash she has faced. Produced by Tom Joyner. Graphics by Mark Edwards.
Key Points AI's hardware needs are creating a memory shortage that Micron is well positioned to profit from. The company is exiting the consumer PC memory market and building a gigantic factory in New York to meet the market's needs. Despite rapid revenue growth and a 300% share increase, Micron still trades at a fairly low P/E ratio. 10 stocks we like better than Micron Technology › Thus far in t...
Key Points AI's hardware needs are creating a memory shortage that Micron is well positioned to profit from. The company is exiting the consumer PC memory market and building a gigantic factory in New York to meet the market's needs. Despite rapid revenue growth and a 300% share increase, Micron still trades at a fairly low P/E ratio. 10 stocks we like better than Micron Technology › Thus far in the artificial intelligence (AI) boom, some of the biggest winners haven't been the developers of AI software but the hardware companies that produce the chips that AI needs to function. Nvidia(NASDAQ: NVDA) is the prime example. Because of AI's demand for its graphics processing units (GPUs), it has become the most valuable company on the planet with a valuation of $4.2 trillion. It even briefly broke above $5 trillion late last year. 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 » The company has already created an estimated 27,000 millionaires and likely stands to mint a few more. But it also begs the question of who's next? And I believe I may have an answer for you. Thanks for the memories Based in Boise, Idaho, Micron Technology(NASDAQ: MU) primarily makes memory hardware, which includes random access memory (RAM) and dynamic random access memory (DRAM). Computers rely on RAM chips to store and recall data. AI needs it for the same reason; it just needs a lot more than the 8-32 gigabytes or so most laptops do these days. AI needs so much RAM, in fact, that tech hardware magazine Tom's Hardware projects that data centers will consume 70% of all memory chips made this year, creating a critical memory shortage. The shortage has already caused the cost of memory for smartphones to grow 10%-15% in 2026. And Intel's CEO Lip-Bu Tan recently said the memory problem was likely to continue for at least the nex...
Washington Post publisher and CEO Will Lewis said on Saturday that he was stepping down, three days after the troubled newspaper said that it was laying off a third of its staff. Lewis sent an email to staff at The Washington Post’s staff saying that “difficult decisions have been taken in order to ensure the sustainable future of The Post”. Lewis and the newspaper’s billionaire owner Jeff Bezos d...
Washington Post publisher and CEO Will Lewis said on Saturday that he was stepping down, three days after the troubled newspaper said that it was laying off a third of its staff. Lewis sent an email to staff at The Washington Post’s staff saying that “difficult decisions have been taken in order to ensure the sustainable future of The Post”. Lewis and the newspaper’s billionaire owner Jeff Bezos did not take part in a meeting with staff announcing the lay-offs this week. Advertisement The paper’s chief financial officer, Jeff D’Onofrio, was named acting publisher and CEO. He joined The Washington Post only last June. A protester holds a cut-out of Jeff Bezos’ face outside the Washington Post office on Thursday. Photo: AP The British-born Lewis was a former top executive at The Wall Street Journal before taking over at The Washington Post in January 2024.
Police arrested several demonstrators Saturday outside a federal building just south of Minneapolis, breaking up a protest marking the one-month anniversary of a Minnesota woman’s death at the hands of an immigration officer. Renee Good was killed on 7 January as she was driving away from immigration officers in a Minneapolis neighborhood. Her death and the killing of another Minneapolis resident,...
Police arrested several demonstrators Saturday outside a federal building just south of Minneapolis, breaking up a protest marking the one-month anniversary of a Minnesota woman’s death at the hands of an immigration officer. Renee Good was killed on 7 January as she was driving away from immigration officers in a Minneapolis neighborhood. Her death and the killing of another Minneapolis resident, Alex Pretti, just weeks later have stoked outrage nationwide over Donald Trump’s immigration crackdown. Scores of protesters gathered across the street from the Bishop Henry Whipple federal building around midday, throwing bottles and sex toys at a line of police guarding the property. The Minnesota Star Tribune reported that officers arrested a handful of protesters after the crowd starting throwing chunks of ice. A deputy was hit in the head, and a squad vehicle’s windshield was smashed, according to a statement the newspaper obtained from the Hennepin county sheriff’s office. Police declared the gathering unlawful and ordered protesters to leave. Many complied, the Star Tribune reported, but about 100 remained in a standoff with deputies, state troopers and state conservation officers. Video circulating on social media shows several protesters being forced to the ground and taken into custody. One person, as they appear to be placed in handcuffs, says: “I was here delivering pizza for the protesters. I had no idea that this was happening. I moved to the side of the curb when they started rushing everyone and now they’re arresting me. I am a peaceful protester delivering pizza and they’re arresting me.” No one from the sheriff’s office responded to email, voicemail and text messages from the Associated Press on Saturday afternoon requesting a copy of the statement and inquiring about how many people were arrested, whether anyone was injured and what led up to the arrests. Meanwhile on Saturday, hundreds of people gathered on a snow-covered field in a Minneapolis park to ...
Taipei, Feb 8, 2026, 07:54 (GMT+8) — The market has closed. TSMC’s U.S. shares jumped 5.5% Friday. Over in Taiwan, though, the stock ended just slightly higher. Chip stocks bounced back, with investors turning their attention once again to Big Tech’s AI infrastructure spending. Up next: TSMC’s January sales numbers land Feb. 10. U.S.-traded shares of Taiwan Semiconductor Manufacturing Co surged 5....
Taipei, Feb 8, 2026, 07:54 (GMT+8) — The market has closed. TSMC’s U.S. shares jumped 5.5% Friday. Over in Taiwan, though, the stock ended just slightly higher. Chip stocks bounced back, with investors turning their attention once again to Big Tech’s AI infrastructure spending. Up next: TSMC’s January sales numbers land Feb. 10. U.S.-traded shares of Taiwan Semiconductor Manufacturing Co surged 5.5% Friday, closing out the session at $348.85 as chip stocks rebounded late in the week. 1 The bounce is drawing attention, with the so-called “AI trade” swinging on investors’ concerns about whether huge capex will actually lead to profits. Chip stocks now serve as the main barometer for sentiment. The PHLX semiconductor index jumped 5.7% Friday, Nvidia, AMD, and Broadcom all out front. “There’s enough evidence that there’s real demand for AI products … and a necessity of a lot of spending to get there,” said Ross Mayfield, investment strategy analyst at Baird. 2 Capex is front and center here—think data centers, servers, all the hardware needed. Amazon is looking at $200 billion in capital spending for 2026, climbing from $131 billion the year before, according to Reuters. That projection has Wall Street zeroing in on the suppliers fueling this expansion. “The market just dislikes the substantial amount of money that keeps getting put into capex for these growth rates,” said Dave Wagner, portfolio manager at Aptus Capital Advisors. 3 TSMC shares (2330.TW) closed at NT$1,780 in Taipei Friday, rising 0.85%. Trading wound down as the weekend approached. 4 The Taiwan market sits out the weekend, leaving traders eyeing Monday to see if Friday’s U.S. chip rally has staying power—or if it fizzles as fresh positions emerge after the break. Company news hasn’t faded from view. Earlier this week, TSMC CEO C.C. Wei announced plans to start mass-producing advanced 3-nanometre chips at its Kumamoto plant in southern Japan, marking a push to take its cutting-edge tech outside Taiwan. “...
New York, Feb 7, 2026, 18:51 (EST) — The market wrapped up for the day. Broadcom climbed 7.2% to close at $332.92 on Friday, paring back some of its decline from the December high. Chip shares jumped, with Amazon and Alphabet both outlining expanded AI infrastructure budgets. Coming up: U.S. jobs numbers hit Feb. 11, inflation data arrives Feb. 13, and Broadcom reports earnings March 4. Broadcom I...
New York, Feb 7, 2026, 18:51 (EST) — The market wrapped up for the day. Broadcom climbed 7.2% to close at $332.92 on Friday, paring back some of its decline from the December high. Chip shares jumped, with Amazon and Alphabet both outlining expanded AI infrastructure budgets. Coming up: U.S. jobs numbers hit Feb. 11, inflation data arrives Feb. 13, and Broadcom reports earnings March 4. Broadcom Inc. gained 7.2% to finish at $332.92 on Friday, marking a second straight day of recovery as buyers returned to chip stocks with AI data center exposure. Even with the bounce, shares remain roughly 19.7% off their 52-week peak of $414.61 from Dec. 10. 1 Wall Street pivoted back into semiconductors after a bumpy few sessions for tech and AI names. Amazon dropped 5.6%—the company warned capital spending would surge over 50% this year, echoing Alphabet’s update days earlier. Chipmakers rallied, with investors betting they’ll supply the servers, networking hardware, and custom silicon to fuel those expansions. “This trade has been volatile,” said Ross Mayfield, investment strategy analyst at Baird. But, he added, “real demand” can lure buyers back in after a selloff. 2 Timing’s crucial here—investors are still untangling which names stand to benefit from AI and which might see their margins pinched or growth throttled. “Rotation is the dominant theme this year,” said Angelo Kourkafas, senior global investment strategist at Edward Jones. With cash shifting out of certain tech names and into safer plays, tech has had to clear a sky-high bar; even strong numbers can spark some selling. Matthew Miskin, co-chief investment strategist at Manulife John Hancock Investments, didn’t sugarcoat it: “Before, it was ‘AI lifted all ships.’” 3 Broadcom’s value proposition is clear enough—it supplies chips and networking gear for data centers, plus it picked up a big infrastructure software operation through the VMware acquisition. Shares often move in line with investor sentiment around coming...
Key Points Arm said data center royalty revenue more than doubled in its most recent quarter. Investments in R&D should pay off in higher-royalty products. The company also has its sights set on new categories like Edge AI and Physical AI. 10 stocks we like better than Arm Holdings › Arm Holdings (NASDAQ: ARM) often seems misunderstood by the stock market. The company has a unique business model a...
Key Points Arm said data center royalty revenue more than doubled in its most recent quarter. Investments in R&D should pay off in higher-royalty products. The company also has its sights set on new categories like Edge AI and Physical AI. 10 stocks we like better than Arm Holdings › Arm Holdings (NASDAQ: ARM) often seems misunderstood by the stock market. The company has a unique business model as it licenses its CPU designs and then earns royalty revenue when the products with those designs are sold. That misunderstanding has manifested itself in the response to its earnings reports. For instance, the stock initially fell on Wednesday after it reported earnings, but then climbed in regular trading on Thursday. There were some valid reasons for the initial sell-off. Investors are spooked about declining production in the smartphone sector, which makes up Arm's biggest source of royalty revenue, due to the memory shortage. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » However, Arm has less exposure to weakness in the smartphone sector than it might seem since partners like Mediatek are cutting production of lower-end chips, which provide much less royalty revenue to Arm than its newer designs do. Additionally, the stock is expensive, trading at a price-to-earnings ratio of roughly 60 based on adjusted earnings per share, meaning high expectations are baked in. Arm is delivering solid growth with revenue up 26% in the third quarter, but it doesn't have the explosive numbers that other AI stocks like Nvidia do. Still, despite a methodical business model tied to licensing and royalty revenue, Arm could have more growth potential than you think. What's next for Arm Arm's business model produces gross margins near 100% so its biggest line item is often research and development. Spending on research and development jumped 46% on a non-GAAP basis to $...
Washington Post Chief Executive Officer Will Lewis resigned, days after the newspaper laid off several hundred staffers in a move that triggered a backlash against billionaire owner Jeff Bezos . Jeff D’Onofrio, a former Tumblr Inc. CEO who joined the Post last year as chief financial officer, is taking over as acting publisher and CEO effective immediately, the company said in a statement . “The P...
Washington Post Chief Executive Officer Will Lewis resigned, days after the newspaper laid off several hundred staffers in a move that triggered a backlash against billionaire owner Jeff Bezos . Jeff D’Onofrio, a former Tumblr Inc. CEO who joined the Post last year as chief financial officer, is taking over as acting publisher and CEO effective immediately, the company said in a statement . “The Post has an essential journalistic mission and an extraordinary opportunity,” Bezos said, adding that he sees the outlet headed for “an exciting and thriving next chapter.” The Post laid off a third of its staff on Wednesday, including a swath of foreign correspondents and US-based journalists, prompting an outcry from critics including US senators Bernie Sanders and Elizabeth Warren . The Washington Post Guild union said hundreds of its members were let go “without rhyme or reason.” Bezos, the co-founder of Amazon.com Inc. , purchased the Post in 2013 and set about expanding the paper’s footprint, injecting much-needed investment. But in recent years, the Post, like other mainstream print publications such as the Los Angeles Times, has cut back as ad revenue dried up and subscriptions shriveled. Read More: Washington Post Cuts to Eliminate Sports, Book Sections In 2023, the Post cut about 240 jobs, mostly through buyouts. That same year, Bezos named Lewis, former publisher of the Wall Street Journal, as the new publisher and CEO. Bezos’ decision in 2024 to stop publishing presidential endorsements, ending decades of tradition, caused an outcry inside and outside of the newspaper. Multiple editors and writers resigned and many subscribers canceled. Washington Post sports columnist Barry Svrluga posted a screenshot of what he said was Lewis’ farewell message to staff, which said “difficult decisions” to ensure the Post’s sustainable future were taken under his leadership. “All — after two years of transformation at the Washington Post, now is the right time for me to step asi...