porcorex/iStock via Getty Images I previously covered Centene Corporation ( CNC ) in November 2025, discussing why I had reiterated my Buy rating despite the double-digit recovery from the last article, thanks to its promising multi-year margin recovery prospects arising from the drastically raised premiums. This is significantly aided by the aggressive share repurchases at a time of impacted stoc...
porcorex/iStock via Getty Images I previously covered Centene Corporation ( CNC ) in November 2025, discussing why I had reiterated my Buy rating despite the double-digit recovery from the last article, thanks to its promising multi-year margin recovery prospects arising from the drastically raised premiums. This is significantly aided by the aggressive share repurchases at a time of impacted stock prices along with the notable gap against the book value per share. In this article, I shall discuss why I am reiterating my Buy rating for the CNC stock here, thanks to the improved margin of safety/cheaper valuations arising from the recent correction, the promising recovery prospects as observed in the management's FY2026 guidance, and the seemingly robust bullish support at the Q4'25 resistance/200-day moving averages of $38s. CNC's Recovery Likely To Be Prolonged & Lumpy CNC 1Y Stock Price (Trading View) Since then, CNC has already charted an excellent recovery along the 50-day moving averages before deeply retracing by -18.6% to retest the 200-day moving averages of $38s by the time of writing. Part of the headwinds may be attributed to January 2026 bringing forth "a more pressured view of rates than industry expectations" for Medicare Advantage in 2027. This is based on the potentially negative spread between the "MA risk scores to increase, on average, by 2.45% due to the underlying coding trend " against the net average payment increase by +0.09% YoY. The flattish reimbursement rates are likely to trigger bottom-line recovery headwinds for CNC indeed, with it delaying the company's path to achieving "breakeven Medicare Advantage results in 2027." This is because the insurer may have to engage in further benefit cuts/market exits and/or further premium raises, all of which are expected to trigger further membership churn moving forward, as similarly hinted by the management in the recent earnings call: We will provide CMS comments on the disappointing 2027 advance...
January shaped up to be a rough month for out-of-work Americans looking to quickly land a job. A slew of data releases this past week suggested that at the start of 2026, the job market remained stuck in a stubbornly frozen state at best — and flashed further signs of splintering at worst. January’s layoff plans were the worst for the month since 2009, while private employers added just 22,000 job...
January shaped up to be a rough month for out-of-work Americans looking to quickly land a job. A slew of data releases this past week suggested that at the start of 2026, the job market remained stuck in a stubbornly frozen state at best — and flashed further signs of splintering at worst. January’s layoff plans were the worst for the month since 2009, while private employers added just 22,000 jobs, compared to the gain of 140,000 jobs during the same period a year ago. Beyond the data points, recent weeks brought broad layoff announcements from Amazon, Pinterest, UPS, Home Depot, the Washington Post, and others. And the sector that dominated job growth last year — healthcare and social services — also appears to be slowing down with postings, according to Cory Stahle, an economist at the Indeed Hiring Lab. Sign up for the Mind Your Money weekly newsletter By subscribing, you are agreeing to Yahoo's Terms and Privacy Policy Subscribe “We can’t necessarily stay frozen like this for long. Either things are going to fall into a deeper freeze, or they’re going to have to start to thaw,” Stahle said. “If we look at the direction that all of the economic indicators are going, there’s definite, clear momentum for things freezing deeper, or things getting worse.” 2025 warning signs? To be sure, the belle of the labor market data ball — the monthly jobs report — has yet to appear. January’s unemployment rate and payroll growth statistics won’t be out until Wednesday morning after a brief delay caused by the partial government shutdown. Do you have a story about navigating the job market? Reach out to Emma Ockerman here. Economists expect payroll growth of 70,000, and the Chicago Fed estimates the unemployment rate declined slightly. The report will also include standard revisions to the Labor Department’s 2025 data, which are expected to show the economy added fewer jobs than initially reported. Federal Reserve Chair Jerome Powell has even suggested that payroll growth might...
A viral Reddit post mocks a $22 grilled cheese sandwich and helps to sink a Bay Area shop. A restaurant owner is forced to push back on a viral complaint. A small business owner in Maine faces a viral backlash after posting a “No ICE” sign. The owner of a furniture store mistakenly receives backlash after being confused with another store. An influencer calls out a South Carolina boutique in a Tik...
A viral Reddit post mocks a $22 grilled cheese sandwich and helps to sink a Bay Area shop. A restaurant owner is forced to push back on a viral complaint. A small business owner in Maine faces a viral backlash after posting a “No ICE” sign. The owner of a furniture store mistakenly receives backlash after being confused with another store. An influencer calls out a South Carolina boutique in a TikTok video after a negative shopping experience. I have had countless bad experiences at small businesses. I have eaten cold pasta and seen mice scurry behind a table. I don’t go back. Sometimes, when the experience is particularly great, I’ll give a quick good review on Google. But when I have had a bad experience? Never. Ever. I’m not even sure what would provoke me into stopping what I’m doing, taking the time out of my day, logging on to a social site, and then putting the thought into a post with the intention of trashing a small business. It would have to be pretty extreme. So I don’t. And neither should you. Why? Because neither of us knows all the facts. We don’t know the first thing about that person’s business or their life. Maybe staff called out sick that day, or they’ve had a hard time finding workers. Maybe someone in the kitchen made a mistake that one time and undercooked a sausage. Or an exterminator was called that morning and was on the way. Perhaps the business owner is struggling with family issues, cashflow challenges, the death of a friend, a cancer diagnosis. And so what if the owner is protesting ICE or voted for Trump? If you don’t want to patronize the business, then don’t. Telling other people not to is the other – worse – sort of patronizing. Running a small business is hard. Employees don’t show up, customers don’t pay, suppliers don’t deliver, things go wrong. Trashing a small business is easy. It’s also usually fruitless for the small business to respond to these comments. You don’t win or lose an online argument. You just generate more intera...
A misty, rainy day in the uplands of Somerset and the mud was thick and sticky. In some patches, just putting one foot in front of the other without plunging into the mire felt like a win. But Jon Barrett, a community engagement officer for the Quantock Hills national landscape, had a broad grin on his face as he negotiated the ooze. “I know for some, mud may be their nemesis at this time of year ...
A misty, rainy day in the uplands of Somerset and the mud was thick and sticky. In some patches, just putting one foot in front of the other without plunging into the mire felt like a win. But Jon Barrett, a community engagement officer for the Quantock Hills national landscape, had a broad grin on his face as he negotiated the ooze. “I know for some, mud may be their nemesis at this time of year but we’re trying to celebrate it, get people to embrace it,” Barrett said. Barrett and his colleagues are running a Month of Mud festival in February, inspired by the Anglo Saxon name for this time of year – Solmōnaþ, sometimes translated as “mud month” (a second possible translation is month of cakes). The landscape team is holding events ranging from squelchy hikes to art sessions in which participants are shown how to make mix the red-hued mud with honey to make paint. There will also be story-telling sessions focusing on earthy legends. “We’re keen to reconnect people with mud,” Barrett said. “Children love splashing through muddy puddles but I think adults can forget that joy. We want people to remember that feeling of freedom when you splash and stamp through muddy puddles.” February has turned out to be extremely muddy due to the repeated pulses of rain that have hit the English West Country hard. Scores of people have been affected after their homes and businesses were flooded. There were around 88 warnings and 223 alerts in England on mostly in the south-west and Midlands on Sunday, the Met Office said adding that it rained alomost every day in the south-west so far in 2026. But in the Quantocks they are determined to find the bright side. While accompanying Barrett on a hike around Cothelstone Hill, near Taunton, where (in the summer) pied flycatchers and dark green fritillary butterflies flit about, it was clear this time of year was mostly about the mud. Trail runners enjoy the slippy paths here and tyre tracks show that mountain bikers make good use of the brid...
Forthcoming legal proceedings against Meta and YouTube are frequently referred to as the “social media addiction trials”, but whether these platforms are truly addictive is still the subject of scientific debate. The lawsuits were brought against Meta, YouTube (Google), Snap Inc and TikTok by plaintiffs alleging these platforms severely damaged their mental health when they were children. Snap and...
Forthcoming legal proceedings against Meta and YouTube are frequently referred to as the “social media addiction trials”, but whether these platforms are truly addictive is still the subject of scientific debate. The lawsuits were brought against Meta, YouTube (Google), Snap Inc and TikTok by plaintiffs alleging these platforms severely damaged their mental health when they were children. Snap and TikTok settled the first case to go to trial, brought by a woman known as KGM, now about 20. The remaining defendants, Meta and YouTube, were set to go to court this week, but the trial was delayed because Meta’s senior attorney became ill. Notably, the plaintiffs’ cases do not hinge exclusively on the idea that they became addicted to the platforms. They allege addiction as the precursor to other severe harms, including depression, eating disorders, self-harm in the form of cutting, attempted suicide and, in at least one case, death by suicide. The firms pushed back strongly on the claims. “Providing young people with a safer, healthier experience has always been core to our work … The allegations in these complaints are simply not true,” a Google spokesperson said. “We strongly disagree with these allegations and are confident the evidence will show our longstanding commitment to supporting young people,” a Meta spokesperson said. TikTok and Snap Inc did not respond to a request for comment. Experts say proving, scientifically, that social media is addictive would be difficult, especially as the research community on the issue is moving away from the term “addiction” and more towards terms like “problematic use” or “use disorders”. Ofir Turel, a professor of information systems management at the University of Melbourne, and Dr Jessica Schleider, a clinical psychologist at Northwestern University, both acknowledged that social media can be harmful, but resisted calling it “addictive”. Turel said the term has become too common. “Everybody is saying, ‘I’m addicted,’ like it...
Key Points Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest chip foundry. Fourth-quarter earnings show the company is continuing to grow rapidly. 10 stocks we like better than Taiwan Semiconductor Manufacturing › With the rise of artificial intelligence (AI), there are a lot of great tech stocks in the market today. Tech stocks are my favorite segment because these companie...
Key Points Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest chip foundry. Fourth-quarter earnings show the company is continuing to grow rapidly. 10 stocks we like better than Taiwan Semiconductor Manufacturing › With the rise of artificial intelligence (AI), there are a lot of great tech stocks in the market today. Tech stocks are my favorite segment because these companies are bringing about monumental changes in how we live and work every day. Today, many of those changes are coming from AI, as we are finding new ways to be more efficient. AI is growing as a tool for automating workflows, managing supply chains, providing customer service, predicting future events, and detecting fraud. Fortune Business Insights projects the AI market to grow from $375.9 billion this year to $2.48 trillion by 2034, for a compound annual growth rate of 26.6%. 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 » There are many ways to invest, but if you have just $1,000, you could do much worse than Taiwan Semiconductor ManufacturingCo.(NYSE: TSM). I think TSMC, as it's better known, is the closest thing you'll get to a surefire winner in the long term. What does Taiwan Semiconductor do? TSMC is an important company in the production of semiconductor chips, which power personal computers, tablets, smartphones, and other devices. When we're talking about AI, these chips are bundled by the thousands and used in data centers to power complex AI programs. Nvidia's graphics processing units are the most well known, but there are plenty of other companies that design chips, including Broadcom and Advanced Micro Devices. But while those companies are designing the chips, they can't make them without a foundry. And TSMC is the biggest foundry in the world. TSMC says it produced more than 11,800 products across 288 separate processes in 2024, giving it ...
In a world first, Chinese researchers have flight-tested new streamlined thrust technology in a high-speed drone, capping nearly two decades of research in the area for the lead scientist. The lighter and simpler aerodynamic thrust vectoring system abandons the complex mechanical parts of elite fighter jets like the F-35B and Su-37 to redirect engine exhaust to make the aircraft more manoeuverable...
In a world first, Chinese researchers have flight-tested new streamlined thrust technology in a high-speed drone, capping nearly two decades of research in the area for the lead scientist. The lighter and simpler aerodynamic thrust vectoring system abandons the complex mechanical parts of elite fighter jets like the F-35B and Su-37 to redirect engine exhaust to make the aircraft more manoeuverable. Nanjing University of Aeronautics and Astronautics announced last month that a team led by Professor Xu Jinglei succeeded in its flight test of an aerodynamic thrust vectoring nozzle on a high-subsonic speed drone. Advertisement Unlike traditional systems that rely on heavy, complex moving parts, the new system achieves greater manoeuverability through a lightweight nozzle with no moving components. The test was conducted in a desert in the country’s northwest using the CK300 high-subsonic unmanned aerial vehicle (UAV). Advertisement The aircraft is 3.6 metres (11.8 feet) long, and has a maximum take-off weight of 140kg (308lbs), a service ceiling of 13,000 metres and a top speed of 0.9 Mach.
Alphabet Inc (GOOGL) announced on Feb. 4 that it would almost double its capex spending in 2026, and GOOGL stock fell. But its free cash flow (FCF) could survive and stay strongly positive, as I will show. Moreover, this provides a great buying opportunity for value investors, as well as cash-secured short-put investors. GOOGL closed at $322.86, down over 6% from its pre-earnings release peak of $...
Alphabet Inc (GOOGL) announced on Feb. 4 that it would almost double its capex spending in 2026, and GOOGL stock fell. But its free cash flow (FCF) could survive and stay strongly positive, as I will show. Moreover, this provides a great buying opportunity for value investors, as well as cash-secured short-put investors. GOOGL closed at $322.86, down over 6% from its pre-earnings release peak of $343.69 on Feb. 2. However, it's still up 16.9% from a three-month low of $276.14 on Nov. 14, 2025. A closer look at its results shows why it could be worth more. This article will show why. Strong Operating and Free Cash Flow (FCF) Alphabet is making massive investments in AI. Its capex almost doubled over the last year (+95%) from $14.3 billion in Q4 2024 to $27.9 billion in Q4 2025. For the full-year 2025, capex rose 74% to $91.4 billion. But, despite that huge increase, its free cash flow (FCF) stayed strong, actually rising almost 1% to $73.266 billion. This is because its operating cash flow (OCF) rose 31.5% in 2025 and 34% in Q4 on a YoY basis. This can be seen on page 11 of its earnings slide deck. Alphabet Q4 operating and free cash flow - Earnings slide page 11 However, what is more important here is that the OCF margin rose dramatically. That's the secret to why, despite management's guidance that it will raise its capex spending to between $175 billion and $185 billion in 2026, its free cash flow could stay strong. Let's look at this more carefully. For example, the cash flow statement on page 6 of the earnings release shows that in 2024, operating cash flow was $164.7 billion, representing 40.9% of its $402.8 billion in revenue in 2025. Alphabet OCF and FCF margins - Hake analysis, taken from Q4 cash flow results - page 6 of release But, as the table above shows, the OCF margin was higher than the 35.8% OCF margin in 2024. In other words, cash flow, as a percent of revenue, rose 14.2%, based on its large capex AI-related spending (almost double). So, that implie...
One of my pandemic hobbies that stuck was home automation. I discovered Home Assistant — the popular open source, extremely customizable home automation platform — and all the intricate things you can do with it to make your home work better. I have ADHD and have found Home Assistant to be a valuable tool for managing executive dysfunction. I use it for audible calendar reminders, laundry reminder...
One of my pandemic hobbies that stuck was home automation. I discovered Home Assistant — the popular open source, extremely customizable home automation platform — and all the intricate things you can do with it to make your home work better. I have ADHD and have found Home Assistant to be a valuable tool for managing executive dysfunction. I use it for audible calendar reminders, laundry reminders, timers, and monitoring my doorbell camera and my nanny cam for my dog. Its also a great source of pure nerdy joy for me. And I recently took the most joyously nerdy step yet in my home automation fixation. Home Assistant lets you create custom dashboards to interact with your smart home devices. Community members spend untold hours perfecting their dashboards and some of them are really impressive. I even discovered a community theme for Home Assistant that goes a long way to looking like the LCARS computer control system in the Next Generation era of Star Trek I grew up on. LCARS is not a practical or useful computer interface. Its stated purpose is to “suggest something well-organized when a viewer sees [it] in the background of a scene.” What it is, though, is gorgeous. The aesthetic got hold of me at eight years old and has never let go. The homescreen of my iPhone’s dashboard. Most of my home automation happens through actual automation without my input, and I do make extensive use of voice control ( yes, “Computer” is my wake word. The false alarms when I’m watching Star Trek are worth it). But there are some things I’ll always want a dashboard for. Sometimes you want to control things manually. It’s nice for weather displays or triggering custom lighting scenes. Since the beginning of my infatuation with Home Assistant, I’ve been dying to use an LCARS-style interface. The theme linked above is very good — I use it for my phone’s main dashboard. But it’s not perfect. The sizing and the proportions of the elbow dividers is a little off, and the buttons are all broke...
is an editor covering deals and gaming hardware. He joined in 2018, and after a two-year stint at Polygon, he rejoined The Verge in May 2025. Dongles have a well-earned reputation for being a nuisance. They’re often costly and annoying to deal with, but for gamers, there’s one that I love to recommend that’s neither. 8BitDo’s $20 USB Adapter 2 lets you wirelessly link controllers to the Switch 2 t...
is an editor covering deals and gaming hardware. He joined in 2018, and after a two-year stint at Polygon, he rejoined The Verge in May 2025. Dongles have a well-earned reputation for being a nuisance. They’re often costly and annoying to deal with, but for gamers, there’s one that I love to recommend that’s neither. 8BitDo’s $20 USB Adapter 2 lets you wirelessly link controllers to the Switch 2 that would otherwise be unsupported, like the Sony DualSense (complete with rumble and motion controls), Microsoft’s latest Xbox gamepads, and more. You can plug it into the Switch 2’s dock or use a USB-A-to-USB-C adapter to connect it directly to the console. It’s great to save money, since I can simply use a controller that I already own instead of buying a new one. And I sometimes forget that I’m using a PS5 controller in games like Splatoon 3 because its motion controls feel just as accurate as a controller made for the Switch. There’s another similar dongle available that’s a smidge cheaper and a lot smaller. The GuliKit Hyperlink Gen 2 USB-A adapter comes included with the company’s TT Pro and TT Max controllers, or you can buy it alone for $16.99 at Amazon. It’s compatible with Xbox controllers and PlayStation 4 and 5 controllers. Similarly, you can plug it into a Nintendo Switch 2, a PC, a Steam Deck or other handheld PCs, and Android devices. But GuliKit’s list of supported controllers isn’t as extensive as 8BitDo, which dates back to the PS3 and Wii era and also includes its fleet of wireless controllers. Nice as this is, there are some features neither dongle offers: remote console wake-up (you first have to turn on the console manually to pair the controller) or wireless audio (the 3.5mm headphone jacks in the DualSense and Xbox controllers are useless when paired to either). Lastly, you can only connect one controller at a time to each dongle (you’ll need to buy two in order to pair a second controller). I don’t think any of those are deal-breakers, but they’re ...
sankai/iStock via Getty Images Latin American Stock Surge Latin American stocks have led global returns in early 2026, riding trade policy shifts and changing geopolitical dynamics. After crushing the S&P 500 over the past year, Latin American stocks pulled back amid the recent metals whiplash but remain one of the strongest-performing regions. Seeking Alpha Five countries from the region are rank...
sankai/iStock via Getty Images Latin American Stock Surge Latin American stocks have led global returns in early 2026, riding trade policy shifts and changing geopolitical dynamics. After crushing the S&P 500 over the past year, Latin American stocks pulled back amid the recent metals whiplash but remain one of the strongest-performing regions. Seeking Alpha Five countries from the region are ranked among the top performing country ETFs. Peru, Colombia, Brazil, Chile, and Mexico are all soundly outperforming the S&P 500 in the past 30 days. Latin American stocks have benefited from several macroeconomic and long-term structural tailwinds. Metal Boom: The global energy transition has lifted demand for metals like lithium and copper, which are highly concentrated in South America. Trade Dynamics: The EU–Mercosur Trade Agreement could expand access to a vast European market and support deeper regional economic integration. Currency Tailwinds: A softer U.S. dollar supports commodity-linked revenue and eases the cost of serving dollar-denominated debt. Geopolitical Shift: U.S. action in Venezuela raised investor hopes of regional stability and freer foreign capital flows. Seeking Alpha Despite trade and policy headwinds, the region continues to experience steady economic growth as inflation stabilizes and most central banks ease rates. According to JPMorgan’s Head of Latin America Investment Strategy, Nur Cristiani, the region is positioned to break free from the boom-bust cycles of the past due to a confluence of structural shifts that are creating a window of opportunity that is fundamentally different from past cycles. “Global dynamics are shifting in ways that play directly to Latin America’s strengths. A growing focus on digital along with green transitions are laying the groundwork for more sustainable growth, while the region’s demographic profile remains favorable, with a young and urbanizing population,” Cristiani wrote in a research report . “As we look toward ...
The Super Bowl is supposed to be the highlight of the calendar for gambling companies. This year, though, a cloud has descended over the industry as the big game approached. The stock of Flutter Entertainment Plc , which runs one of the most popular US gambling apps, FanDuel, is on an eight week skid, the longest in 23 years. It’s main competitor, DraftKings , is trading around the lowest levels s...
The Super Bowl is supposed to be the highlight of the calendar for gambling companies. This year, though, a cloud has descended over the industry as the big game approached. The stock of Flutter Entertainment Plc , which runs one of the most popular US gambling apps, FanDuel, is on an eight week skid, the longest in 23 years. It’s main competitor, DraftKings , is trading around the lowest levels since 2023, and is down more than 60% from its all-time high five years ago. The matchup between Seattle-New England — with less celebrity appeal than last year’s Taylor Swift-soaked event — is partly to blame. But the bigger concern hanging over the industry is the rise of prediction markets like Kalshi , which have come out of nowhere over the last year to offer a new way to bet on sports, bypassing the state-level gambling regulations that have restricted the spread of older gambling apps. Jordan Bender , senior equity analyst at Citizens, is expecting record breaking trading volumes on prediction markets this weekend at the same time that legal wagering on traditional sportsbooks — or handle as it is known — falls 2% from last year. “A big piece of why we think Super Bowl handle will be down is that prediction markets are taking a bite out of that,” Bender said. It is quite the reversal of fortunes for gambling companies that seemed to be riding to ever greater heights in recent years as the American obsession with gambling took off in the wake of a Supreme Court decision in 2018 that allowed states to legalize sports betting. The amount wagered on the Super Bowl has grown for eight years straight. The threat to these businesses came from an unexpected direction. Until early last year, Kalshi, the leading US prediction market startup, was using its status as a federally regulated financial exchange to offer niche financial contracts tied to pop culture events and elections. The agency overseeing all this, the Commodity Futures Trading Commission, had indicated that so-ca...
The volatility in pockets of the European and US equity markets has yet to engulf the broader indexes, boosting demand for option strategies betting on further dispersion. Equity-market volatility — which has been more subdued than the price swings in other markets like precious metals and currencies so far this year — roared back as software stocks, in particular, were whipped about by concerns a...
The volatility in pockets of the European and US equity markets has yet to engulf the broader indexes, boosting demand for option strategies betting on further dispersion. Equity-market volatility — which has been more subdued than the price swings in other markets like precious metals and currencies so far this year — roared back as software stocks, in particular, were whipped about by concerns about the threats posed by AI. A key software exchange-traded fund in the US fell 12% from Monday through Thursday before rebounding 3.5% on Friday, while the high-low range of the S&P 500 Index for the week was just around 3%. The dispersion trade — namely betting on bigger swings in single stocks than in a basket or index — has been one of the most popular hedge fund option strategies. Its very popularity has narrowed the margin on the deals, threatening to stem the flood of money chasing it. But the trade is getting a fresh jolt as volatility in stocks widens. UBS Group AG derivatives strategist Kieran Diamond noted that European equities experienced one of the highest dispersion sessions in years last week: The gap between the weighted average realized volatility of Euro Stoxx 50 Index constituents and the gauge itself spiked above 30 points, the second-largest gap since 2009. “Implied dispersion remains elevated, but realized dispersion has been extremely high lately — and it’s kept rising month after month since last year,” said Michalis Onisiforou , Banco Bilbao Vizcaya Argentaria SA derivatives strategist. “Dispersion players continue to want to put on dispersion baskets at these levels.” Some players are interested in single-name dispersion trades, while others are reversing dispersion implemented by selling upside calls to capture the higher implied volatility for strikes far above the market, he added. Looking down at a granular level in Europe reveals how sectors dispersed from each other on Feb. 4. Beyond the usual individual moves expected during the earnings s...
Arsenal’s 1-0 defeat of Manchester City at the Emirates Stadium was never going to be a statement of the Gunners’ title intentions, City’s lead at the top is just too big, but a result against the likely champions still had huge value. It would take the most almighty of collapses for City to lose their grip on a second league title, 10 years after their first. They are eight points clear of Manche...
Arsenal’s 1-0 defeat of Manchester City at the Emirates Stadium was never going to be a statement of the Gunners’ title intentions, City’s lead at the top is just too big, but a result against the likely champions still had huge value. It would take the most almighty of collapses for City to lose their grip on a second league title, 10 years after their first. They are eight points clear of Manchester United, and 10 clear of Arsenal, who have a game in hand. Renée Slegers’s side have struggled against other top four teams this season. Until their thumping 2-0 win against Chelsea at Stamford Bridge two weeks ago, they had collected three points from four Women’s Super League games against City, United and Chelsea, with a defeat against City in the reverse fixture and draws in the others. The Gunners have looked a different side since riding out a slow start to the year, this game against City and the defeat of Chelsea sandwiching their victory in the inaugural Women’s Champions Cup. The Champions League holders are now two points behind second-placed United, with that game in hand, and the win, courtesy of Olivia Smith’s first-half goal, keeps them firmly in the hunt for a place in Europe next year. There was some wariness before this showstopperthough, with Andrée Jeglertz’s City having humbled the reigning WSL champions Chelsea the preceding week, with the Brazilian forward Kerolin scoring a hat-trick in the 5-1 win. City’s attacking talent is difficult to contain, Khadija Shaw, Lauren Hemp and Kerolin forming a formidable front three and the former Arsenal forward Vivianne Miedema shining in the No 10 role. The Emirates is Arsenal’s playground though and they had gone hard marketing the game to ensure an atmosphere that could impact, 39,155 fans swarming towards the ground to see the new world champions, following their somewhat meaningless Champions Cup win. It was the home team who started brighter, the red shirts snapping at City’s heels. They were hungrier, qu...
wildpixel/iStock via Getty Images The stock market may have been driven by several factors this past week, but two overlooked reasons may simply have been the Treasury settlement calendar and the dispersion trade. The rebound on Friday likely reflected a volatility reset after a rapid rise and a negative gamma position, at least that is what it appeared to be. Unfortunately, this week could bring ...
wildpixel/iStock via Getty Images The stock market may have been driven by several factors this past week, but two overlooked reasons may simply have been the Treasury settlement calendar and the dispersion trade. The rebound on Friday likely reflected a volatility reset after a rapid rise and a negative gamma position, at least that is what it appeared to be. Unfortunately, this week could bring more of the same. The Treasury has T-Bill settlements on Tuesday, February 10, and on Thursday, February 12. In total, the Treasury will withdraw $62 billion from markets this week. On Wednesday, February 11, we will get the employment report, and on Friday, February 13, the inflation report. Treasury Settlements The settlement calendar indicates that on most days when the Treasury conducts a settlement, the market tends to be weaker. The chart below uses vertical dotted lines to represent settlement dates, with the red line indicating down-market days and the green line indicating up-market days. The Treasury was paying down bills in December, resulting in fewer cash outflows in December and the first half of January. TradingView Since January 15, 5 of 8 Treasury settlement days have been down days. Whether by chance or not, each subsequent day since January 29 has seen a larger drawdown than the previous one. On average, the S&P 500 has declined 0.43% on settlement days since January 15, with a median decline of 0.28%. More interestingly, on days when the market rose, the median and average gains were 0.41%. On down days, the market fell by an average of 0.93%, with a median of 0.84%. Date Type Net New Cash Raised S&P 500 Return January 15 Coupons/Bills +$27.4bn +0.26% January 20 Bills +$14.0bn -2.00% January 22 Bills +$20.4bn +0.55% January 27 Bills +$39.0bn +0.41% January 29 Bills +$22.0bn -0.13% January 30 Coupons +$21.0bn -0.43% February 3 Bills +$42.3bn -0.84% February 5 Bills +$22.0bn -1.23% February 10 Bills +$40.1bn — February 12 Bills +$22.0bn — February 17 Coupo...
San Fran's Tenderloin District Stores Double As "Secret Casinos" And "Sleazy Drug Dens" San Francisco officials say they have shut down or taken legal action against nine convenience stores in the Tenderloin after uncovering illegal gambling rooms, drug operations, and fencing schemes, according to the NY Post. City Attorney David Chiu said the shops had become centers of “drug-driven lawlessness”...
San Fran's Tenderloin District Stores Double As "Secret Casinos" And "Sleazy Drug Dens" San Francisco officials say they have shut down or taken legal action against nine convenience stores in the Tenderloin after uncovering illegal gambling rooms, drug operations, and fencing schemes, according to the NY Post. City Attorney David Chiu said the shops had become centers of “drug-driven lawlessness” and helped sell stolen goods to shady customers. “These convenience stores were magnets for drug activity, and, in some cases, the stores were selling illegal drugs themselves,” Chiu said, adding that his office has targeted the businesses over the past 18 months. In one case, police searching a smoke shop found five gambling machines, more than $17,000 in cash, gun magazines, and cannabis products. The Post writes that another raid in 2025 revealed nearly 51 grams of meth hidden under a shelf, hundreds of glass pipes, electronic gambling machines, thousands of dollars in cash, and stolen merchandise. Officials say such discoveries highlight how some neighborhood shops had turned into underground casinos and drug hubs. The crackdown is linked to a nighttime safety ordinance passed in July 2024. The pilot program restricts certain stores in high-crime areas from operating between midnight and 5 a.m. Businesses that break the rule can be fined up to $1,000 or face lawsuits. City leaders now want to extend the program and expand it to other troubled neighborhoods. Supervisor Matt Dorsey said the policy gives residents a “cooling-off period” that discourages illegal behavior. Police Chief Derrick Lew also welcomed the effort, saying officers will remain “relentless” in targeting illegal drug markets. Several other stores were forced out after landlords were alerted to unlawful activity, according to the city attorney’s office. Officials argue that closing these problem locations is a key step toward improving safety in one of San Francisco’s most troubled districts. Tyler Durd...
Saudi Arabia plans to release an updated strategy for Crown Prince Mohammed bin Salman ’s $2 trillion economic diversification agenda as the kingdom adjusts its policies and spending priorities amid fiscal pressures. The government this week began discussing how to communicate its strategy for the next five years, Finance Minister Mohammed Al-Jadaan said in an interview with Bloomberg Television a...
Saudi Arabia plans to release an updated strategy for Crown Prince Mohammed bin Salman ’s $2 trillion economic diversification agenda as the kingdom adjusts its policies and spending priorities amid fiscal pressures. The government this week began discussing how to communicate its strategy for the next five years, Finance Minister Mohammed Al-Jadaan said in an interview with Bloomberg Television at the AlUla Conference for Emerging Market Economies in Saudi Arabia. He listed tourism, manufacturing, logistics and technology as focal areas but stopped short of offering more details or saying when the strategy would be released. The International Monetary Fund is among those that have called for more clarity and communication from the Saudi government, which is redrawing its plans for major projects including new stadiums for the FIFA World Cup in 2034. Read More: Saudi Arabia’s Pullback Spreads, From Neom to World Cup Stadiums Saudi Arabia has been working to fine-tune its strategy for the so-called Vision 2030 agenda to diversify the economy away from oil as it seeks to shrink its budget deficit . It has specifically sharpened its focus on spending more efficiently after years of excess, a move that would help combat periods of volatility in oil prices and revenues. Drawing more private capital and foreign investment have also become bigger priorities. “We continue really to reprioritize, rework our policies, making sure that we enhance as we go to ensure that we enable the private sector to lead the economy,” Al-Jadaan said on the sidelines of the event, co-hosted by the IMF and Saudi Arabia’s Ministry of Finance. Saudi Arabia has been running budget deficits since 2022 as spending on economic diversification initiatives outpace revenues that have been dented by anemic oil prices. Officials have said sustained shortfalls are a deliberate choice being made to continue to support investment in the economy. They see the deficit shrinking to 3.3% this year from 5.3% in ...
TLDR Amazon’s stock dropped 11% after hours following Q4 earnings miss and announcement of $200 billion capital expenditure plan for 2026 The $200 billion capex forecast far exceeds analyst estimates of $146.6 billion and is significantly higher than Amazon’s $131 billion spending in 2025 Amazon Web Services revenue grew 24% to $35.6 billion in Q4, marking the fastest growth in 13 quarters CEO And...
TLDR Amazon’s stock dropped 11% after hours following Q4 earnings miss and announcement of $200 billion capital expenditure plan for 2026 The $200 billion capex forecast far exceeds analyst estimates of $146.6 billion and is significantly higher than Amazon’s $131 billion spending in 2025 Amazon Web Services revenue grew 24% to $35.6 billion in Q4, marking the fastest growth in 13 quarters CEO Andy Jassy defended the spending, citing “very high demand” for AI compute and expressed confidence in strong returns on invested capital Tech sector selloff continues as investors grow concerned about massive AI infrastructure spending across Big Tech companies 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Amazon stock took a beating in after-hours trading Thursday. Shares plunged more than 11% following the company’s fourth-quarter earnings report. Amazon.com, Inc., AMZN The earnings miss wasn’t the only problem. Amazon’s eye-popping capital expenditure forecast sent shockwaves through Wall Street. The company plans to spend $200 billion in 2026. That’s $53 billion more than analysts expected and $69 billion above what Amazon spent in 2025. This capex number towers over Alphabet’s already hefty $175 billion to $185 billion range. It’s also well ahead of Meta’s projected $115 billion to $135 billion spending plan. The market’s message came through loud and clear. Investors are getting nervous about how much Big Tech is pouring into artificial intelligence infrastructure. CEO Defends Massive Spending Push CEO Andy Jassy faced tough questions from Wall Street analysts on the earnings call. They wanted to know when this spending would start paying off. Jassy stood firm on his position. He said he was “confident” Amazon Web Services would see a “strong return on invested capital.” “This isn’t some sort of quixotic, top-line grab,” Jassy told investors....
The AI revolution would look much different without this company. With the rise of artificial intelligence (AI), there are a lot of great tech stocks in the market today. Tech stocks are my favorite segment because these companies are bringing about monumental changes in how we live and work every day. Today, many of those changes are coming from AI, as we are finding new ways to be more efficient...
The AI revolution would look much different without this company. With the rise of artificial intelligence (AI), there are a lot of great tech stocks in the market today. Tech stocks are my favorite segment because these companies are bringing about monumental changes in how we live and work every day. Today, many of those changes are coming from AI, as we are finding new ways to be more efficient. AI is growing as a tool for automating workflows, managing supply chains, providing customer service, predicting future events, and detecting fraud. Fortune Business Insights projects the AI market to grow from $375.9 billion this year to $2.48 trillion by 2034, for a compound annual growth rate of 26.6%. There are many ways to invest, but if you have just $1,000, you could do much worse than Taiwan Semiconductor Manufacturing Co. (TSM +5.48%). I think TSMC, as it's better known, is the closest thing you'll get to a surefire winner in the long term. What does Taiwan Semiconductor do? TSMC is an important company in the production of semiconductor chips, which power personal computers, tablets, smartphones, and other devices. When we're talking about AI, these chips are bundled by the thousands and used in data centers to power complex AI programs. Nvidia's graphics processing units are the most well known, but there are plenty of other companies that design chips, including Broadcom and Advanced Micro Devices. But while those companies are designing the chips, they can't make them without a foundry. And TSMC is the biggest foundry in the world. TSMC says it produced more than 11,800 products across 288 separate processes in 2024, giving it unparalleled reach in the industry. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( 5.48 %) $ 18.12 Current Price $ 348.85 Key Data Points Market Cap $1.8T Day's Range $ 336.65 - $ 349.72 52wk Range $ 134.25 - $ 351.33 Volume 17M Avg Vol 13M Gross Margin 59.02 % Dividend Yield 0.88 % Why TSMC is a smart play TSMC's...
Key Points Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest chip foundry. Fourth-quarter earnings show the company is continuing to grow rapidly. 10 stocks we like better than Taiwan Semiconductor Manufacturing › With the rise of artificial intelligence (AI), there are a lot of great tech stocks in the market today. Tech stocks are my favorite segment because these companie...
Key Points Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest chip foundry. Fourth-quarter earnings show the company is continuing to grow rapidly. 10 stocks we like better than Taiwan Semiconductor Manufacturing › With the rise of artificial intelligence (AI), there are a lot of great tech stocks in the market today. Tech stocks are my favorite segment because these companies are bringing about monumental changes in how we live and work every day. Today, many of those changes are coming from AI, as we are finding new ways to be more efficient. AI is growing as a tool for automating workflows, managing supply chains, providing customer service, predicting future events, and detecting fraud. Fortune Business Insights projects the AI market to grow from $375.9 billion this year to $2.48 trillion by 2034, for a compound annual growth rate of 26.6%. 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 » There are many ways to invest, but if you have just $1,000, you could do much worse than Taiwan Semiconductor Manufacturing Co. (NYSE: TSM). I think TSMC, as it's better known, is the closest thing you'll get to a surefire winner in the long term. What does Taiwan Semiconductor do? TSMC is an important company in the production of semiconductor chips, which power personal computers, tablets, smartphones, and other devices. When we're talking about AI, these chips are bundled by the thousands and used in data centers to power complex AI programs. Nvidia's graphics processing units are the most well known, but there are plenty of other companies that design chips, including Broadcom and Advanced Micro Devices. But while those companies are designing the chips, they can't make them without a foundry. And TSMC is the biggest foundry in the world. TSMC says it produced more than 11,800 products across 288 separate processes in 2024, giving i...
Key Points Both ETFs charge an identical low expense ratio, but BND has a significantly higher number of holdings. VGIT holds bonds that can mature in three to ten years, while some of BND's holdings mature in as little as one year. 10 stocks we like better than Vanguard Total Bond Market ETF › Both the Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT) and Vanguard Total Bond Market ETF (NASDA...
Key Points Both ETFs charge an identical low expense ratio, but BND has a significantly higher number of holdings. VGIT holds bonds that can mature in three to ten years, while some of BND's holdings mature in as little as one year. 10 stocks we like better than Vanguard Total Bond Market ETF › Both the Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT) and Vanguard Total Bond Market ETF (NASDAQ:BND) are popular bond ETFs from Vanguard that aim to provide steady income, but their approaches differ when it comes to the grade of bonds. This comparison examines their costs, yields, performance, risk, and portfolio makeup to help investors decide which might fit their needs. Snapshot (cost & size) Metric VGIT BND Issuer Vanguard Vanguard Expense ratio 0.03% 0.03% 1-yr return (as of Feb. 8, 2026) 2.53% 2.19% Dividend yield 3.79% 3.86% AUM $39.17 billion $389.22 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. Both funds are equally affordable with a 0.03% expense ratio. However, BND’s yield edges out VGIT’s, while VGIT currently has a slightly higher one-year return. Performance & risk comparison Metric VGIT BND Max drawdown (5 y) -15.04% -17.93% Growth of $1,000 over 5 years $867 $850 What's inside For nearly 20 years, BND has tracked the broad U.S. investment-grade bond market, holding a large basket of 15,000 securities. It is designed for investors seeking balanced exposure across Treasuries, mortgage-backed securities, and investment-grade corporates. By contrast, VGIT invests primarily in intermediate-term U.S. Treasury securities, with 104 holdings and a strong government bond presence. All of its bond holdings are AAA-rated, the highest rating a U.S. bond can receive. For more guidance on ETF investing, check out the full guide at this link. What this means for investors With similar performance throughout the years, deciding be...
There's no denying that the technology being developed is the future. The question is, can this company actually adequately capitalize on this evolution? Recent marketwide weakness notwithstanding, electric vehicles (EVs) remain a solid growth opportunity for investors. Worldwide sales of EVs grew 20% last year, in fact, according to Benchmark Mineral Intelligence. The next EV frontier investors n...
There's no denying that the technology being developed is the future. The question is, can this company actually adequately capitalize on this evolution? Recent marketwide weakness notwithstanding, electric vehicles (EVs) remain a solid growth opportunity for investors. Worldwide sales of EVs grew 20% last year, in fact, according to Benchmark Mineral Intelligence. The next EV frontier investors need to know about? The lithium-based batteries that power them. They can be improved, mostly by becoming more durable with a greater driving range. Enter QuantumScape (QS +9.15%). Since 2010, it's been working on so-called solid-state lithium batteries that will do both. And, after the usual post-IPO rise and fall, its stock started to soar in the latter half of last year after the company announced a crucial battery production process had been perfected. Although it's still only shipping prototypes to its developmental partner PowerCo -- a subsidiary of Volkswagen -- it was a sign that the company would probably be able to begin large-scale commercial production sometime in 2027. It almost seemed as if it would be the first to enter the solid-state lithium EV battery business, in fact. Straits Research expects this sector to grow at an annualized pace of 36.4% between now and 2033. Is QuantumScape getting leapfrogged? Much has changed since then, however. Namely, a shocking number of rivals have unveiled their own solid-state lithium EV battery development efforts, suggesting time frames for commercialization that are at least as short as QuantumScape's. Expand NASDAQ : QS QuantumScape Today's Change ( 9.15 %) $ 0.71 Current Price $ 8.47 Key Data Points Market Cap $5.1B Day's Range $ 8.01 - $ 8.49 52wk Range $ 3.40 - $ 19.07 Volume 18M Avg Vol 18M Take China's BYD (BYDDY +4.87%) as an example. Without nearly as much fanfare as QuantumScape's mid-2025 announcement that it was able to begin utilizing its newly developed production process, around that same time, BYD began te...