These companies are trading at valuations that undervalue their prospects. Leading artificial intelligence (AI) companies continue to report robust growth as they enter the new year. That's a sign this investment cycle may have longer to run than some investors expect. Morgan Stanley estimates that AI productivity gains will account for 20% of economic growth next year. Investing in proven winners...
These companies are trading at valuations that undervalue their prospects. Leading artificial intelligence (AI) companies continue to report robust growth as they enter the new year. That's a sign this investment cycle may have longer to run than some investors expect. Morgan Stanley estimates that AI productivity gains will account for 20% of economic growth next year. Investing in proven winners that are delivering profitable growth and trading at reasonable valuations is all you need to profit handsomely from this opportunity. Here are two top AI stocks that fit the bill. Microsoft Microsoft's (MSFT +2.00%) recent dip is a great buying opportunity. Some analysts on Wall Street might be uncertain about the company's aggressive capital spending plans, but the software leader is quietly positioning itself for long-term leadership in AI software. The company is using its $77 billion in trailing-12-month free cash flow to invest in data centers, software development, and chips. This is positioning Microsoft for long-term growth. Notably, Microsoft is demonstrating it can turn those investments into revenue growth. For example, Microsoft 365 Copilot paid seats surged 160% year over year last quarter, indicating businesses are paying extra to give their employees access to AI features. Expand NASDAQ : MSFT Microsoft Today's Change ( 2.00 %) $ 7.86 Current Price $ 401.53 Key Data Points Market Cap $3.0T Day's Range $ 392.92 - $ 401.79 52wk Range $ 344.79 - $ 555.45 Volume 2.3M Avg Vol 30M Gross Margin 68.59 % Dividend Yield 0.85 % Microsoft is positioning for AI to spread across the economy and drive growth. On the company's recent earnings call, CEO Satya Nadella said, "Our [total addressable market] will grow substantially across every layer of the tech stack as this diffusion accelerates and spreads." These developments make the stock a solid investment. The valuation looks reasonable, with the shares sitting at a forward price-to-earnings (P/E) multiple of 25. Analys...
The bull market on Wall Street persists, aided by stocks like Nvidia and Microsoft, which are posting tremendous results on the back of the artificial intelligence (AI) boom. Knowing when to invest with the market near all-time highs is difficult. Many people feel the bull market will continue with a perceived business-friendly incoming administration and Big Tech investments in AI. These companie...
The bull market on Wall Street persists, aided by stocks like Nvidia and Microsoft, which are posting tremendous results on the back of the artificial intelligence (AI) boom. Knowing when to invest with the market near all-time highs is difficult. Many people feel the bull market will continue with a perceived business-friendly incoming administration and Big Tech investments in AI. These companies are forecast to pour $250 billion into capital expenditures next year alone. And, as shown below, revenue from AI could exceed $820 billion by 2030. This doesn't mean stocks will continue rising; there are always risks. I'll discuss buying strategies in a bull market below. But first, here are two very different companies that could each provide excellent long-term returns. Dell's enormous data center opportunity The number of hyperscale data centers (those over 100,000 square feet) eclipsed 1,000 this year, and the forecast is for at least 120 to come online annually for the foreseeable future. These massive centers, some over 1 million square feet, need infrastructure like servers. Dell (NYSE: DELL) is a market leader in this area. Dell's Infrastructure Solutions Group recorded record revenue last quarter, $11.6 billion, with 38% growth. The company's total sales increased 9% to $25 billion for the quarter. Dell believes its addressable market in AI will be $124 billion and its total infrastructure market $265 billion by 2027. Recent developments at its competitor Super Micro Computer likely mean Dell will capture even more of this market than previously expected. Supermicro is reeling from a short report, delayed financial filings, and the resignation of its auditors. Its public struggles should benefit its competition. As evidence, analysts have been busy raising their Dell price targets this month. Wells Fargo raised its target from $140 to $160 per share, while Morgan Stanley raised its target from $136 to $154. The targets are 7% to 11% above the current price; how...
Moderate Socialist Party candidate Antonio Jose Seguro secured a landslide victory and a five-year term as Portugal’s president in a run-off vote on Sunday, beating his far-right, anti-establishment rival Andre Ventura, exit polls and partial results showed. A succession of storms in recent days failed to deter voters, with turnout at about the same level as in the first round on January 18, eve...
Moderate Socialist Party candidate Antonio Jose Seguro secured a landslide victory and a five-year term as Portugal’s president in a run-off vote on Sunday, beating his far-right, anti-establishment rival Andre Ventura, exit polls and partial results showed. A succession of storms in recent days failed to deter voters, with turnout at about the same level as in the first round on January 18, even though three municipal councils in southern and central Portugal had to postpone voting by a week because of floods. The postponement affected some 37,000 registered voters, or about 0.3 per cent of the total, and is unlikely to influence the overall result. Advertisement With nearly 70 per cent of votes counted, 63-year-old Seguro had 64 per cent. Ventura trailed behind at 36 per cent, still likely to secure a much stronger result than the 22.8 per cent his anti-immigration Chega party achieved in last year’s general election. Ballots in large cities such as Lisbon and Porto are counted towards the end. Advertisement Two exit polls placed Seguro in the 67 per cent to 73 per cent range and Ventura at 27 per cent to 33 per cent.
Key Points CTO Constantin Ionel Stefan sold 39,690 shares for a transaction value of $476,351 on Jan. 28, 2026. This sale represented 5.03% of his direct holdings at the time, reducing his position to 748,696 shares post-transaction. The transaction was an option exercise with immediate disposition, affecting only direct ownership. Trade size was above Mr. Stefan's historical median; the smaller h...
Key Points CTO Constantin Ionel Stefan sold 39,690 shares for a transaction value of $476,351 on Jan. 28, 2026. This sale represented 5.03% of his direct holdings at the time, reducing his position to 748,696 shares post-transaction. The transaction was an option exercise with immediate disposition, affecting only direct ownership. Trade size was above Mr. Stefan's historical median; the smaller holding base reflects substantial prior dispositions. 10 stocks we like better than Amprius Technologies › On Jan. 28, 2026, Dr. Constantin Ionel Stefan, Chief Technology Officer at Amprius Technologies (NYSE:AMPX), exercised options and immediately sold 39,690 shares of common stock in an open-market derivative transaction, as disclosed in a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 39,690 Transaction value $476,351 Post-transaction shares (direct) 748,696 Post-transaction value (direct ownership) $9.0 million Transaction value based on SEC Form 4 weighted average purchase price ($12.00); post-transaction value based on Jan. 28, 2026 market close (price not specified in SEC Form 4 or raw data sources). Key questions How does the scale of this transaction compare to Dr. Stefan’s prior sell activity? The 39,690 shares sold in this event are well above Dr. Stefan’s historical median sell-only transaction size of 14,276 shares, and also exceed the recent period median sell size of 32,357 shares. The 39,690 shares sold in this event are well above Dr. Stefan’s historical median sell-only transaction size of 14,276 shares, and also exceed the recent period median sell size of 32,357 shares. What does the 5.03% reduction in direct holdings imply about insider capacity? The reduction reflects a significant shrinkage of Dr. Stefan’s available holding base, with direct shares now less than half of where they stood at the start of the most recent period, indicating the current transaction size is bounded by remaining capacity rather than a change in sell...
Key Points FIGB charges a higher expense ratio but offers a higher dividend yield than IEI. IEI has a milder historical drawdown than FIGB. FIGB holds a broader mix of investment-grade bonds, while IEI is focused solely on U.S. Treasuries. 10 stocks we like better than Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF › The iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) and Fid...
Key Points FIGB charges a higher expense ratio but offers a higher dividend yield than IEI. IEI has a milder historical drawdown than FIGB. FIGB holds a broader mix of investment-grade bonds, while IEI is focused solely on U.S. Treasuries. 10 stocks we like better than Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF › The iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) and Fidelity Investment Grade Bond ETF (NYSEMKT:FIGB) differ in both cost and portfolio makeup, with FIGB delivering a higher yield and broader credit exposure but at a higher ongoing fee and with more pronounced historical drawdowns. IEI is designed for investors seeking exposure to intermediate-term U.S. Treasury bonds, offering a straightforward government-backed profile. In contrast, FIGB targets those looking for a single fund solution to investment-grade U.S. bonds, including both government and high-quality corporate issuers. This comparison highlights how these differences play out in cost, performance, risk, and holdings. Snapshot (cost & size) Metric IEI FIGB Issuer iShares Fidelity Expense ratio 0.15% 0.36% 1-yr return (as of 1/30/2026) 2.7% 2.2% Dividend yield 3.5% 4.15% Beta 0.71 1.01 AUM $17.7 billion $354.6 million IEI is more affordable, charging a lower annual fee than FIGB, but FIGB may appeal to those prioritizing a higher payout. Performance & risk comparison Metric IEI FIGB Max drawdown (4 y) -10.86% -15.62% Growth of $1,000 over 4 years $941 $881 What's inside FIGB casts a wider net across investment-grade fixed income, holding 689 different bonds as of its nearly five-year mark. Its portfolio covers both government and top-tier corporate debt. This approach gives FIGB a broader credit profile than pure Treasuries, potentially supporting its higher yield but also introducing additional credit risk. IEI, in contrast, sticks exclusively to U.S. Treasury bonds, currently holding 84 government issues. This narrow focus offers maximum U.S. government credit qualit...
The boom in artificial intelligence (AI) infrastructure is far from over. Shares of Lumentum (LITE +9.41%) surged more than 40% this past week, according to data from S&P Global Market Intelligence, after its quarterly earnings report was well-received by investors. Business is booming Lumentum's revenue jumped 65.5% year over year to $665.5 million in its fiscal 2026 second quarter, which ended o...
The boom in artificial intelligence (AI) infrastructure is far from over. Shares of Lumentum (LITE +9.41%) surged more than 40% this past week, according to data from S&P Global Market Intelligence, after its quarterly earnings report was well-received by investors. Business is booming Lumentum's revenue jumped 65.5% year over year to $665.5 million in its fiscal 2026 second quarter, which ended on Dec. 27. The company's optical and photonic technologies are key components of artificial intelligence (AI) and cloud computing systems, enabling faster, more efficient data transfer. "We are now recognized as a foundational engine of the AI revolution," CEO Michael Hurlston said during a conference call with analysts. "Virtually every AI network is powered by Lumentum technology, either through our direct hyperscaler partnerships or as the critical component supplier that enables our network equipment manufacturer customers." Expand NASDAQ : LITE Lumentum Today's Change ( 9.41 %) $ 47.46 Current Price $ 551.88 Key Data Points Market Cap $39B Day's Range $ 514.00 - $ 558.11 52wk Range $ 45.65 - $ 558.38 Volume 264K Avg Vol 4.8M Gross Margin 30.62 % Moreover, Lumentum's profitability is improving as it scales its operations. Its adjusted operating margin expanded by 17 percentage points to 25.2%. Lumentum's adjusted net income, in turn, skyrocketed by 380% to $143.9 million, or $1.67 per share. That was well above Wall Street's estimates, which had called for per-share profits of $1.41. The AI data center buildout is still ramping up For its fiscal third quarter, Lumentum expects revenue to grow roughly 85% to between $780 million and $830 million. Management also projects adjusted operating margins of 30% to 31% and earnings per share of $2.15 to $2.35. "Our results continue to highlight the strength of our roadmaps for both optical components and systems, which make us mission-critical to the world's AI leaders," Hurlston said.
Gambling Stocks Slide Ahead Of Super Bowl As Prediction Markets Shine The rise of prediction markets ahead of Super Bowl weekend has become a major overhang for legacy sportsbooks, prompting investors to de-risk their equity positions and sending shares of Flutter Entertainment (owner of FanDuel) and rival DraftKings sharply lower year to date. Today's matchup between Seattle and New England at Le...
Gambling Stocks Slide Ahead Of Super Bowl As Prediction Markets Shine The rise of prediction markets ahead of Super Bowl weekend has become a major overhang for legacy sportsbooks, prompting investors to de-risk their equity positions and sending shares of Flutter Entertainment (owner of FanDuel) and rival DraftKings sharply lower year to date. Today's matchup between Seattle and New England at Levi's Stadium in Santa Clara is expected to drive record trading volumes on prediction markets, according to Jordan Bender, a senior equity analyst at Citizens. " 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. Since the 2024 presidential election cycle, prediction markets such as Kalshi and Polymarket have attracted growing trading volumes that would have traditionally flowed to sportsbook apps. Professional sports gambler Rufus Peabody told Bloomberg , "It really feels like everything's prediction markets, prediction markets, prediction markets." Peabody, who began trading on Kalshi in September, noted, "Maybe not for the average recreational bettor, but certainly in the sharp community." Kalshi and other federally regulated exchanges have opened prediction markets to millions of Americans living in states where sportsbooks remain illegal, sparking a fierce legal battle with federal and local gaming regulators. These event contracts are not just for sports but also offer bets across markets, elections, and geopolitics. The fastest growth, however, is in sports betting. According to the Dune data dashboard, Kalshi saw nearly $10 billion in contracts traded in January, with the vast majority tied to sports betting (about $8.5 billion). Traders on Kalshi and rival Polymarket have swapped $800 million worth of contracts tied to the Super Bowl so far, the American Gaming Association wrote in a report. This compares with $1.8 billion Americans are expected to bet on the game through traditional r...
Pep Guardiola cherished a first victory at Liverpool since Covid, earned by defining contributions from players who know what it takes Before joining his triumphant players to celebrate in front of Manchester City’s delirious away support, Pep Guardiola looked to the heavens above Anfield and blew a kiss. This stadium has tormented the City manager more often than most over the past decade but, sh...
Pep Guardiola cherished a first victory at Liverpool since Covid, earned by defining contributions from players who know what it takes Before joining his triumphant players to celebrate in front of Manchester City’s delirious away support, Pep Guardiola looked to the heavens above Anfield and blew a kiss. This stadium has tormented the City manager more often than most over the past decade but, should the title race twist as dramatically as this victory, his 11th and possibly final visit to Liverpool will be cherished as the turning point. Was Guardiola’s kiss one of thanks for Gianluigi Donnarumma, the goalkeeper who deflated Liverpool in the Champions League last season with Paris Saint‑Germain and denied them a 99th-minute equaliser with a stunning save from Alexis Mac Allister? Or for the nerveless precision of Erling Haaland, who had completed the visitors’ comeback from the penalty spot six minutes earlier? The resilience of Marc Guéhi and co in the face of Liverpool’s second-half recovery merited a smacker, too. The former Liverpool transfer target would eventually get a kiss from his manager, deservedly so. Continue reading...
黎智英案|黎智英判囚20年 李桂華:充分反映案件嚴重性 突顯其幕後推手角色 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】警方國安處歡迎法庭判刑,充分反映案件嚴重性,又稱由拘捕至審結經歷五年半,顯示司法制度的嚴謹...
黎智英案|黎智英判囚20年 李桂華:充分反映案件嚴重性 突顯其幕後推手角色 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】警方國安處歡迎法庭判刑,充分反映案件嚴重性,又稱由拘捕至審結經歷五年半,顯示司法制度的嚴謹。 警務處國家安全處總警司李桂華:「香港警方國家安全處歡迎法庭今日判黎智英20年監禁,顯示法庭確定其罪行相當嚴重,亦突顯他作為罪魁禍首以及幕後推手的角色。其中包括勾結外國勢力,對自己的國家、城市進行制裁,在香港透過自己的傳媒王國以及他一手培植的激進分子進行反政府煽動性宣傳,其實他想造成一個裡應外合的情況,行為極度卑劣。我們在黎智英的大宅拘捕他至到今日法庭判刑,整整五年半的時間,案件審理的過程充分彰顯香港司法制度的嚴謹。」
Both IEFA and SPGM offer exposure to international stocks, but each has its own advantages over the other. Both the Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM +2.16%) and iShares Core MSCI EAFE ETF (IEFA +2.22%) are designed to offer broad global stock exposure, but their approaches differ: SPGM covers the full global equity spectrum, while IEFA excludes North America to focus on dev...
Both IEFA and SPGM offer exposure to international stocks, but each has its own advantages over the other. Both the Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM +2.16%) and iShares Core MSCI EAFE ETF (IEFA +2.22%) are designed to offer broad global stock exposure, but their approaches differ: SPGM covers the full global equity spectrum, while IEFA excludes North America to focus on developed markets in Europe, Asia, and Australia. This comparison examines cost, recent returns, risk, portfolio composition, and trading features to help investors evaluate which ETF may fit their needs. Snapshot (cost & size) Metric SPGM IEFA Issuer SPDR IShares Expense ratio 0.09% 0.07% 1-yr return (as of Feb. 7, 2026) 21.47% 28.70% Dividend yield 1.82% 3.32% Beta 0.91 0.79 AUM $1.45 billion $171.77 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. IEFA has a substantial advantage with nearly double the dividend yield, and a one-year yield that’s considerably higher. Performance & risk comparison Metric SPGM IEFA Max drawdown (five years) (25.92%) (30.41%) Growth of $1,000 over five years $1,539 $1,338 What's inside IEFA tracks developed markets outside the U.S. and Canada, offering access to 2,589 holdings, with financial services (23%), industrials (19%), and consumer cyclicals (10%) as the top sectors. Its largest positions include ASML Holding N.V. (AMS:ASML.AS), Roche Holding AG (SIX:ROG.SW), and HSBC Holdings Plc (LSE:HSBA.L). With a 13-year track record, its international focus tends to lean towards companies in Europe and Asia. SPGM casts a wider net, including the U.S., developed, and emerging markets, with a portfolio of 2,969 holdings and a heavier allocation to technology (26%). Top positions include Nvidia (NVDA +7.87%), Apple (AAPL +0.87%), and Microsoft (MSFT +2.00%), reflecting the global dominance of U.S. tech companies. For m...
Key Points A special rule gives you access to your 401(k) if you leave your job the year you turn 55 or later. Just because you're allowed to tap your 401(k) doesn't mean you should. Also, make sure to understand how the rule works so you don't wind up penalized. The $23,760 Social Security bonus most retirees completely overlook › Being a seasoned employee won't always protect you from layoffs. S...
Key Points A special rule gives you access to your 401(k) if you leave your job the year you turn 55 or later. Just because you're allowed to tap your 401(k) doesn't mean you should. Also, make sure to understand how the rule works so you don't wind up penalized. The $23,760 Social Security bonus most retirees completely overlook › Being a seasoned employee won't always protect you from layoffs. Sadly, in some cases, age could actually contribute to a layoff -- even though that's illegal. If you've been laid off at age 55, you may be in a tough spot. You may not be ready to retire, but it can also be difficult to reinvent yourself at a new company, not to mention convince one to hire you. 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 » If you have a decent amount of retirement savings, you may be inclined to pick up some part-time work and cobble together an income between that and 401(k) withdrawals. And the good news is that while tapping a 401(k) plan at 55 would normally incur a 10% early withdrawal penalty, there's an exception if you're 55 or older. But it's important to know how that exception works. And it's just as important to figure out whether you can afford to tap your long-term savings so soon. How the rule of 55 works Normally, raiding a traditional individual retirement account (IRA) or 401(k) before age 59 and 1/2 results in a 10% penalty. But if you separate from your employer, voluntarily or not, in the year you turn 55 or later, you can tap that company's 401(k) without a penalty. You'll still pay taxes on withdrawals in that situation. But that's no different than the taxes you'd pay if you were to tap a traditional 401(k) at a later age. To be clear, though, this rule -- often dubbed the rule of 55 -- only applies to the 401(k) provided by your most recent employer. If you ha...
No 10's attempts to mollify backbenchers will continue in the coming days, with the 37 Scottish Labour MPs getting particular close attention. This is because many of them privately believe Starmer is a major drag on their chances for the Holyrood elections in May.
No 10's attempts to mollify backbenchers will continue in the coming days, with the 37 Scottish Labour MPs getting particular close attention. This is because many of them privately believe Starmer is a major drag on their chances for the Holyrood elections in May.
Aerial footage showed the extend of floods in Spain after a series of storms hit the Iberian Peninsula. Storm Marta hit Spain on Saturday, bringing more rain to the region, as it was still recovering from Storm Leonardo. In Córdoba, drone footage showed flooded olive trees as Spanish farmers warned of the millions of euros worth of damage to crops following the torrential rains and high winds. In ...
Aerial footage showed the extend of floods in Spain after a series of storms hit the Iberian Peninsula. Storm Marta hit Spain on Saturday, bringing more rain to the region, as it was still recovering from Storm Leonardo. In Córdoba, drone footage showed flooded olive trees as Spanish farmers warned of the millions of euros worth of damage to crops following the torrential rains and high winds. In the country's southern region of Andalucia, over 11,000 people have been displaced.
Amprius, a maker of advanced lithium-ion batteries for aerospace and electric vehicles, saw a key insider reduce their holdings amid rapid stock gains. On Jan. 28, 2026, Dr. Constantin Ionel Stefan, Chief Technology Officer at Amprius Technologies (AMPX +15.69%), exercised options and immediately sold 39,690 shares of common stock in an open-market derivative transaction, as disclosed in a SEC For...
Amprius, a maker of advanced lithium-ion batteries for aerospace and electric vehicles, saw a key insider reduce their holdings amid rapid stock gains. On Jan. 28, 2026, Dr. Constantin Ionel Stefan, Chief Technology Officer at Amprius Technologies (AMPX +15.69%), exercised options and immediately sold 39,690 shares of common stock in an open-market derivative transaction, as disclosed in a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 39,690 Transaction value $476,351 Post-transaction shares (direct) 748,696 Post-transaction value (direct ownership) $9.0 million Transaction value based on SEC Form 4 weighted average purchase price ($12.00); post-transaction value based on Jan. 28, 2026 market close (price not specified in SEC Form 4 or raw data sources). Key questions How does the scale of this transaction compare to Dr. Stefan’s prior sell activity? The 39,690 shares sold in this event are well above Dr. Stefan’s historical median sell-only transaction size of 14,276 shares, and also exceed the recent period median sell size of 32,357 shares. The 39,690 shares sold in this event are well above Dr. Stefan’s historical median sell-only transaction size of 14,276 shares, and also exceed the recent period median sell size of 32,357 shares. What does the 5.03% reduction in direct holdings imply about insider capacity? The reduction reflects a significant shrinkage of Dr. Stefan’s available holding base, with direct shares now less than half of where they stood at the start of the most recent period, indicating the current transaction size is bounded by remaining capacity rather than a change in selling cadence. The reduction reflects a significant shrinkage of Dr. Stefan’s available holding base, with direct shares now less than half of where they stood at the start of the most recent period, indicating the current transaction size is bounded by remaining capacity rather than a change in selling cadence. Was this transaction motivated by direc...
Expense ratios, risk, and bond mix set these ETFs apart—explore how their distinct profiles could shape your fixed income approach. The iShares 3-7 Year Treasury Bond ETF (IEI 0.04%) and Fidelity Investment Grade Bond ETF (FIGB 0.11%) differ in both cost and portfolio makeup, with FIGB delivering a higher yield and broader credit exposure but at a higher ongoing fee and with more pronounced histor...
Expense ratios, risk, and bond mix set these ETFs apart—explore how their distinct profiles could shape your fixed income approach. The iShares 3-7 Year Treasury Bond ETF (IEI 0.04%) and Fidelity Investment Grade Bond ETF (FIGB 0.11%) differ in both cost and portfolio makeup, with FIGB delivering a higher yield and broader credit exposure but at a higher ongoing fee and with more pronounced historical drawdowns. IEI is designed for investors seeking exposure to intermediate-term U.S. Treasury bonds, offering a straightforward government-backed profile. In contrast, FIGB targets those looking for a single fund solution to investment-grade U.S. bonds, including both government and high-quality corporate issuers. This comparison highlights how these differences play out in cost, performance, risk, and holdings. Snapshot (cost & size) Metric IEI FIGB Issuer iShares Fidelity Expense ratio 0.15% 0.36% 1-yr return (as of 1/30/2026) 2.7% 2.2% Dividend yield 3.5% 4.15% Beta 0.71 1.01 AUM $17.7 billion $354.6 million IEI is more affordable, charging a lower annual fee than FIGB, but FIGB may appeal to those prioritizing a higher payout. Performance & risk comparison Metric IEI FIGB Max drawdown (4 y) -10.86% -15.62% Growth of $1,000 over 4 years $941 $881 What's inside FIGB casts a wider net across investment-grade fixed income, holding 689 different bonds as of its nearly five-year mark. Its portfolio covers both government and top-tier corporate debt. This approach gives FIGB a broader credit profile than pure Treasuries, potentially supporting its higher yield but also introducing additional credit risk. IEI, in contrast, sticks exclusively to U.S. Treasury bonds, currently holding 84 government issues. This narrow focus offers maximum U.S. government credit quality and interest rate sensitivity, with no exposure to corporate risk or sector tilts. Neither fund applies leverage, currency hedging, or other structural quirks. For more guidance on ETF investing, check out the ...
David will be here shortly. In the meantime, here are our writers’ score predictions: The final score will be … Seahawks 27-24 Patriots. The best unit on the field is Seattle’s defense. After that, everything else feels like a wash. The Seahawks pass-rush is relentless and runs deep; they had six different players record at least 35 pressures this year, while no other team had more than four such ...
David will be here shortly. In the meantime, here are our writers’ score predictions: The final score will be … Seahawks 27-24 Patriots. The best unit on the field is Seattle’s defense. After that, everything else feels like a wash. The Seahawks pass-rush is relentless and runs deep; they had six different players record at least 35 pressures this year, while no other team had more than four such players. The Patriots’ offensive line is vulnerable – and pass rushers typically decide championship games. It’s going to take a special performance from Maye (and maybe a trick play to rob a possession) to keep the Patriots in it. Oliver Connolly Seahawks. By a lot. The Seahawks are a top-to-bottom juggernaut that can beat you so many ways. New England’s high blitz-rate success has gotten them this far, but Seattle can beat them so many ways. Quarterback protection? Check. Staunch run game? Check. High-octane passing attack? Check. Seattle’s offense is essentially quarterback proof, especially when your quarterback can compartmentalize his rags-to-riches story. Meanwhile, New England’s offense is not quite quarterback-proof, and Maye’s miscues will hurt the Patriots much more than in their three previous matchups. It’s easy to envision Maye forcing poor throws once blinded by Seattle’s defense, and Vrabel and McDaniels getting too cutesy once down a couple of scores. Melissa Jacobs Seahawks 27-17 Patriots. Darnold settles down and plays yet another clean playoff game on the way to claiming MVP honors and cementing the signature win of his career at last, in a redemption story that gives critics more reason to pile on the Jets for holding up his progress. Mike Macdonald makes coaching defense sexy again and the loss of Kubiak – reportedly bound for Las Vegas after this game – begins the talent raid on the Seattle coaching staff. The Patriots put up a valiant fight, but Maye’s arm proves too weak in the end – but the loss just sets them up for an epic revenge tour that ends ...
We're through the busiest part of the earnings season storm, with most of the world's biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results beat on revenue, while 76% beat on earnings. In his Sunday...
We're through the busiest part of the earnings season storm, with most of the world's biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results beat on revenue, while 76% beat on earnings. In his Sunday column, Jim Cramer ran through last week's Super Bowl of megacap tech earnings and declared a winner . With that set-up, let's turn to this week's game and the five things to watch carefully. 1. DuPont delivers earnings Tuesday morning for the final quarter of 2025. The newly streamlined chemical giant is expected to earn 43 cents per share on revenue of $1.69 billion, according to the analysts' consensus estimates compiled by market data provider LSEG. Last week, we booked some profits in DuPont to lock in gains on the recent Wall Street rotation out of technology and momentum stocks. As we wrote in Thursday's trade alert, our DuPont bull thesis was based on the stock multiple re-rating higher from a depressed valuation after the November 2025 spin-off of Qnity Electronics. That's exactly what happened. In its earnings preview note, JPMorgan sees DuPont's a short cycle businesses — those with shorter lead times between order placement and delivery — are likely to remain under pressure. The analysts did note their expectations for a slight improvement in the automotive end market. In addition to the reported December quarter results, investors are eager to get any guidance on the year ahead. 2. Cisco Systems reports earnings Wednesday evening for its fiscal 2026 second quarter, which ends Jan. 24. Analysts, according to LSEG, are looking for earnings of $1.02 per share on revenue of $15.1 billion. Artificial intelligence momentum will be our primary focus as we look to better understand the potential upside from the massive AI infrastructure build out underway. Back in Nov...
Applied Digital stock has been flying. Is now the time to buy? The artificial intelligence (AI) infrastructure boom is in full swing. McKinsey projects data center investments will hit $7 trillion by 2030. Applied Digital (APLD +25.50%) is positioned to capitalize on this incredible spend, but after digging into its financials, I'm staying away for a few key reasons. Applied Digital's debt keeps g...
Applied Digital stock has been flying. Is now the time to buy? The artificial intelligence (AI) infrastructure boom is in full swing. McKinsey projects data center investments will hit $7 trillion by 2030. Applied Digital (APLD +25.50%) is positioned to capitalize on this incredible spend, but after digging into its financials, I'm staying away for a few key reasons. Applied Digital's debt keeps growing Applied Digital's debt skyrocketed from $44 million in the first quarter of 2024 to $2.6 billion today. The company's debt-to-equity ratio now exceeds 125% and is likely to continue to rise. Yes, the company is using debt to fuel growth, but Applied Digital is playing a dangerous game, considering the lion's share of future revenue depends on a single company. Expand NASDAQ : APLD Applied Digital Today's Change ( 25.50 %) $ 7.10 Current Price $ 34.95 Key Data Points Market Cap $9.8B Day's Range $ 29.24 - $ 35.08 52wk Range $ 3.31 - $ 42.27 Volume 925K Avg Vol 32M Gross Margin 16.40 % Customer concentration is a huge risk The $16 billion in future lease revenue the company is banking on comes from just two companies -- and $11 billion of that is from CoreWeave, another high-growth company taking on extreme debt loads to scale rapidly. If CoreWeave can't make good on its obligations, it could be catastrophic for Applied Digital. Applied has to deliver on time or risk losing it all If Applied Digital doesn't hit its construction timeline targets, it won't matter what position CoreWeave is in. That's because it has the right to walk away -- penalty-free -- from any of its leases if Applied Digital falls too far behind schedule. Delays are common in any construction project, but we're talking about incredibly complex and massive data centers here. That doesn't inspire confidence in me. If everything goes perfectly, there's significant upside. But with the amount and nature of the debt Applied Digital has had to accrue to play ball, the risk for investors here is too high ...
Key Points Artificial intelligence data centers could see $7 trillion in investment by 2030, according to a new McKinsey report. Applied Digital's debt has exploded as it attempts to capitalize on the enormous opportunity. The data center builder is heavily reliant on a single customer. 10 stocks we like better than Applied Digital › The artificial intelligence (AI) infrastructure boom is in full ...
Key Points Artificial intelligence data centers could see $7 trillion in investment by 2030, according to a new McKinsey report. Applied Digital's debt has exploded as it attempts to capitalize on the enormous opportunity. The data center builder is heavily reliant on a single customer. 10 stocks we like better than Applied Digital › The artificial intelligence (AI) infrastructure boom is in full swing. McKinsey projects data center investments will hit $7 trillion by 2030. Applied Digital (NASDAQ: APLD) is positioned to capitalize on this incredible spend, but after digging into its financials, I'm staying away for a few key reasons. Applied Digital's debt keeps growing Applied Digital's debt skyrocketed from $44 million in the first quarter of 2024 to $2.6 billion today. The company's debt-to-equity ratio now exceeds 125% and is likely to continue to rise. Yes, the company is using debt to fuel growth, but Applied Digital is playing a dangerous game, considering the lion's share of future revenue depends on a single company. 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 » Customer concentration is a huge risk The $16 billion in future lease revenue the company is banking on comes from just two companies -- and $11 billion of that is from CoreWeave, another high-growth company taking on extreme debt loads to scale rapidly. If CoreWeave can't make good on its obligations, it could be catastrophic for Applied Digital. Applied has to deliver on time or risk losing it all If Applied Digital doesn't hit its construction timeline targets, it won't matter what position CoreWeave is in. That's because it has the right to walk away -- penalty-free -- from any of its leases if Applied Digital falls too far behind schedule. Delays are common in any construction project, but we're talking about incredibly complex and massive data centers here. That doesn't ...
You may be able to tap your employer plan. Whether you should is a different story. Being a seasoned employee won't always protect you from layoffs. Sadly, in some cases, age could actually contribute to a layoff -- even though that's illegal. If you've been laid off at age 55, you may be in a tough spot. You may not be ready to retire, but it can also be difficult to reinvent yourself at a new co...
You may be able to tap your employer plan. Whether you should is a different story. Being a seasoned employee won't always protect you from layoffs. Sadly, in some cases, age could actually contribute to a layoff -- even though that's illegal. If you've been laid off at age 55, you may be in a tough spot. You may not be ready to retire, but it can also be difficult to reinvent yourself at a new company, not to mention convince one to hire you. If you have a decent amount of retirement savings, you may be inclined to pick up some part-time work and cobble together an income between that and 401(k) withdrawals. And the good news is that while tapping a 401(k) plan at 55 would normally incur a 10% early withdrawal penalty, there's an exception if you're 55 or older. But it's important to know how that exception works. And it's just as important to figure out whether you can afford to tap your long-term savings so soon. How the rule of 55 works Normally, raiding a traditional individual retirement account (IRA) or 401(k) before age 59 and 1/2 results in a 10% penalty. But if you separate from your employer, voluntarily or not, in the year you turn 55 or later, you can tap that company's 401(k) without a penalty. You'll still pay taxes on withdrawals in that situation. But that's no different than the taxes you'd pay if you were to tap a traditional 401(k) at a later age. To be clear, though, this rule -- often dubbed the rule of 55 -- only applies to the 401(k) provided by your most recent employer. If you have an old 401(k) from a previous employer or money in an IRA, those accounts will be subject to a 10% early withdrawal penalty if you take distributions before turning 59 and 1/2. Should you tap your 401(k) at 55 after losing a job? Age 55 is fairly young to retire. If you have a $4 million balance in your 401(k), you may be able to get away with taking withdrawals and living off of your savings for the rest of your life. If you have a $2 million balance, you may be...