The January jobs report is coming this week, the robot revolution is getting real, Hims & Hers backs down on Wegovy knockoff, and more news to start your day.
The January jobs report is coming this week, the robot revolution is getting real, Hims & Hers backs down on Wegovy knockoff, and more news to start your day.
monday.com press release ( MNDY ): Q4 Non-GAAP EPS of $1.04 beats by $0.12 . Revenue of $333.9M (+24.6% Y/Y) beats by $4.24M . Net cash provided by operating activities was $59.7 million, with $56.7 million of adjusted free cash flow, compared to net cash provided by operating activities of $76.7 million and $72.7 million of adjusted free cash flow in the fourth quarter of 2024. Net dollar retenti...
monday.com press release ( MNDY ): Q4 Non-GAAP EPS of $1.04 beats by $0.12 . Revenue of $333.9M (+24.6% Y/Y) beats by $4.24M . Net cash provided by operating activities was $59.7 million, with $56.7 million of adjusted free cash flow, compared to net cash provided by operating activities of $76.7 million and $72.7 million of adjusted free cash flow in the fourth quarter of 2024. Net dollar retention rate was 110%. Net dollar retention rate for customers with more than 10 users was 114%. Net dollar retention rate for customers with more than $50,000 in ARR was 116%. Net dollar retention rate for customers with more than $100,000 in ARR was 116%. The number of paid customers with more than 10 users was 63,914, up 8% from 59,214 as of December 31, 2024. The number of paid customers with more than $50,000 in ARR was 4,281, up 34% from 3,201 as of December 31, 2024. The number of paid customers with more than $100,000 in ARR was 1,756, up 45% from 1,207 as of December 31, 2024. The number of paid customers with more than $500,000 in ARR was 87, up 74% from 50 as of December 31, 2024. Customers with more than 10 users now represent 81% of ARR, up from 79% as of December 31, 2024. Customers with more than $50,000 in ARR now represent 41% of ARR, up from 36% as of December 31, 2024. Customers with more than $100,000 in ARR now represent 28% of ARR, up from 24% as of December 31, 2024. Customers with more than $500,000 in ARR now represent 6% of ARR, up from 4% as of December 31, 2024. Total remaining performance obligations (RPOs) were $839 million, up 37% from $614 million as of December 31, 2024. Current remaining performance obligations (cRPOs) were $676 million, up 31% from $516 million as of December 31, 2024. Financial Outlook: For the first quarter of fiscal year 2026, monday.com currently expects: Total revenue of $338 million to $340 million versus consensus of $342.87M , representing year-over-year growth of approximately 20%. Non-GAAP operating income of $37 mill...
China’s AI sector is bracing for a monumental week, with a flurry of new models – including a potent “stealth” contender – emerging as domestic tech giants prepare to unveil their flagship products. The race to release new models ahead of the Lunar New Year holiday underscores the intense global competition between frontier companies for users’ attention amid a rapid acceleration of AI progress at...
China’s AI sector is bracing for a monumental week, with a flurry of new models – including a potent “stealth” contender – emerging as domestic tech giants prepare to unveil their flagship products. The race to release new models ahead of the Lunar New Year holiday underscores the intense global competition between frontier companies for users’ attention amid a rapid acceleration of AI progress at the start of 2026, following high-profile releases from US heavyweights Anthropic and OpenAI. On Sunday, a member of Alibaba Cloud’s model-development team issued pull requests – a developer’s proposal to add new code to a shared software project – on open-source developer platforms Hugging Face and GitHub for its next-generation family of models. Such platforms are online repositories where programmers can share, collaborate on, and manage software code, making it publicly accessible for use and modification. Advertisement The centrepiece of this new family is the much-anticipated Qwen-3.5, set to arrive almost a year after the release of the Hangzhou-based tech giant’s previous model generation, Qwen-3, which helped propel Qwen to become the most popular open-model family globally over the course of 2025 due to its strong performance, permissive licence and wide range of use cases. Alibaba Cloud is the AI and cloud computing unit of Alibaba Group Holding, owner of the South China Morning Post. Advertisement Based on preliminary information disclosed as part of the pull requests, Qwen-3.5 will include two models – one at 9 billion parameters and the other at 35 billion parameters – with native multimodal support for the first time. Parameters are the variables encoding a model’s “intelligence” that are adjusted during training. Generally, a higher number of variables means a more powerful model, although it is also more computationally demanding. And multimodal support means the AI can understand and process different types of data, such as text, images and audio. The two...
Melius Research sees Microsoft 's free cash fall taking a dip in the near term. The research firm downgraded the "Magnificent Seven" giant to a hold rating. Analyst Ben Reitzes also lowered his price target to $430, implying that shares could add 7%. Microsoft stock has slipped 2% over the past 12 months and 17% on the year. MSFT 1Y mountain MSFT 1Y chart Reitzes sees a good chance that Microsoft'...
Melius Research sees Microsoft 's free cash fall taking a dip in the near term. The research firm downgraded the "Magnificent Seven" giant to a hold rating. Analyst Ben Reitzes also lowered his price target to $430, implying that shares could add 7%. Microsoft stock has slipped 2% over the past 12 months and 17% on the year. MSFT 1Y mountain MSFT 1Y chart Reitzes sees a good chance that Microsoft's free cash flow falls versus Wall Street's estimates, while its subscription business also starts to miss. The analyst believes that Microsoft's decreased free cash flow will make it look much less attractive in comparison to its competitors. "Given the free cash flow shortage, one could argue equity values for these stocks are nothing more than 'vibes' on AI prospects that hinge on what stronger free cash flow may look like in the 2030's," he wrote. "We may be only in the early stages of this investor aversion to 'vibes' that puts the premium back on free cash flow. That's why we've kept buys on AI semis and select hardware names like Apple that all directly benefit from other people's spending — and generate a ton of cash." Reitzes also criticized how slowly the company seems to be moving on Copilot, its AI-powered assistant. The analyst wrote that he was "floored" that Copilot only has 15 million paid users after three years of promotion. "Anthropic developed Cowork in 10 days and most think it works better with Excel and other plug-ins vs. Copilot," he said. "Due to things like Cowork from Anthropic, Microsoft's powerful 365 suite could see challenges and may need to give Copilot away just to stay relevant — hurting growth and margins in its most profitable Productivity segment. This reality will consume internal capacity of Azure, limiting beats there too." The analyst added that he was "perplexed" Microsoft did not increase its capital expenditures for the year. This will put a damper on Azure, Microsoft's cloud computing platform, he said.
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Rebecca Torrence reports on the rise of multi-tranche fundraising rounds for AI companies. Tech Across the Globe TikTok warned by EU: European regulators have told TikTok it needs to overhaul the design of its popular video app over fears it has addictive features that co...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Rebecca Torrence reports on the rise of multi-tranche fundraising rounds for AI companies. Tech Across the Globe TikTok warned by EU: European regulators have told TikTok it needs to overhaul the design of its popular video app over fears it has addictive features that could harm users. ByteDance sparks rally: Back home in China, the TikTok maker triggered a rally in listed media and publishing companies with the release of its well received Seedance 2.0 video generator. Waymo uses AI simulator: The Alphabet-owned robotaxi firm is using DeepMind’s Genie 3 AI model to create realistic, digital worlds for its autonomous driving technology to train on uncommon scenarios. Revalued ElevenLabs, a startup using artificial intelligence to create a wide range of realistic voices, has more than tripled its valuation from a year ago to $11 billion in a $500 million fundraising round. Sequoia Capital led the investment, with Andreessen Horowitz and Iconiq also participating. The company last raised funds in early 2025 at a $3.3 billion valuation, though in a sign of investor demand, it let employees sell shares at a $6.6 billion valuation last year. Same deal, higher price As the venture market for AI investing gets more and more competitive , creative deal structures are helping top VCs keep their leverage — while leaving other investors out to dry. I broke the news last week that the startup Resolve AI had reached a $1 billion valuation for its AI agents for software production. When I spoke to the company about the fundraising, it noted that the round was “unblended.” That’s not language I’m used to seeing in a press release. What Resolve AI meant was that the investments were at a single valuation, with the same price applied to all the shares sold. The alternative is becoming much more common in Silicon Valley: the multi-tranche round. Tranches, o...
Kratos is a high-risk, high-potential-reward defense stock worth considering for 2026. Many investors think investing in defense stocks means buying shares of giant companies such as Lockheed Martin, RTX, and Northrop Grumman. While these are strong businesses, they are also widely owned and heavily analyzed. Subsequently, they are rarely able to truly surprise Wall Street. A better "underground" ...
Kratos is a high-risk, high-potential-reward defense stock worth considering for 2026. Many investors think investing in defense stocks means buying shares of giant companies such as Lockheed Martin, RTX, and Northrop Grumman. While these are strong businesses, they are also widely owned and heavily analyzed. Subsequently, they are rarely able to truly surprise Wall Street. A better "underground" defense sector pick for 2026 may be Kratos Defense & Security Solutions (KTOS +10.74%), a small but increasingly important supplier of systems used by the U.S. military -- among them, low-cost unmanned aircraft, hypersonic (at least five times faster than the speed of sound) testing platforms and flight vehicles, and space communications hardware. Growth prospects Kratos CEO Eric DeMarco has highlighted that the U.S. is entering a multiyear, multidecade defense recapitalization and rebuilding cycle driven by foreign policy changes and rising geopolitical threats. He argues that a shift of just 10% in annual U.S. procurement spending from traditional security players could create a roughly $25 billion annual opportunity for Kratos and other small defense suppliers. Expand NASDAQ : KTOS Kratos Defense & Security Solutions Today's Change ( 10.74 %) $ 9.16 Current Price $ 94.41 Key Data Points Market Cap $16B Day's Range $ 88.00 - $ 94.67 52wk Range $ 23.90 - $ 134.00 Volume 14K Avg Vol 3.1M Gross Margin 22.16 % Kratos is working to capitalize on this opportunity through multiple avenues. The company is working with Northrop Grumman to build its autonomous XQ-58 Valkyrie drones and fly alongside Marine Corps fighters under its Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft (MUX TACAIR) program. Management expects this initiative to transition from mission evaluation to low-rate production and eventually to full-rate production, which could translate into significant annual demand. Despite this, Kratos has not included the expected contribution from the pr...
Key Points Kratos could benefit dramatically even if a small portion of the U.S. defense procurement spending is shifted away from traditional players to smaller defense-tech companies. Its XQ-58 Valkyrie drone program with the U.S. Marine Corps can prove to be a significant growth catalyst. Kratos also expects its hypersonics portfolio to reach an annual revenue potential of over $1 billion by 20...
Key Points Kratos could benefit dramatically even if a small portion of the U.S. defense procurement spending is shifted away from traditional players to smaller defense-tech companies. Its XQ-58 Valkyrie drone program with the U.S. Marine Corps can prove to be a significant growth catalyst. Kratos also expects its hypersonics portfolio to reach an annual revenue potential of over $1 billion by 2028. 10 stocks we like better than Kratos Defense & Security Solutions › Many investors think investing in defense stocks means buying shares of giant companies such as Lockheed Martin, RTX, and Northrop Grumman. While these are strong businesses, they are also widely owned and heavily analyzed. Subsequently, they are rarely able to truly surprise Wall Street. 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 » A better "underground" defense sector pick for 2026 may be Kratos Defense & Security Solutions (NASDAQ: KTOS), a small but increasingly important supplier of systems used by the U.S. military -- among them, low-cost unmanned aircraft, hypersonic (at least five times faster than the speed of sound) testing platforms and flight vehicles, and space communications hardware. Growth prospects Kratos CEO Eric DeMarco has highlighted that the U.S. is entering a multiyear, multidecade defense recapitalization and rebuilding cycle driven by foreign policy changes and rising geopolitical threats. He argues that a shift of just 10% in annual U.S. procurement spending from traditional security players could create a roughly $25 billion annual opportunity for Kratos and other small defense suppliers. Kratos is working to capitalize on this opportunity through multiple avenues. The company is working with Northrop Grumman to build its autonomous XQ-58 Valkyrie drones and fly alongside Marine Corps fighters under its Marine Air-Ground Task Force Uncrewed Expeditionary...
Good morning . China urges banks to curb their Treasuries exposure, while Goldman tells traders to buckle up for the week ahead. And congratulations to the 12s in Seattle and beyond. Listen to the day’s top stories . S&P 500 Futures 6,935.5 -0.25% Nasdaq Futures 25,047.25 -0.46% Bloomberg Dollar Spot Index 1,187.41 -0.27% Chinese regulators have advised financial institutions to rein in their hold...
Good morning . China urges banks to curb their Treasuries exposure, while Goldman tells traders to buckle up for the week ahead. And congratulations to the 12s in Seattle and beyond. Listen to the day’s top stories . S&P 500 Futures 6,935.5 -0.25% Nasdaq Futures 25,047.25 -0.46% Bloomberg Dollar Spot Index 1,187.41 -0.27% Chinese regulators have advised financial institutions to rein in their holdings of US Treasuries, citing concerns over concentration risks and market volatility, according to people familiar. The move was framed around diversifying risk , but geopolitical tensions remain—the latest source of which may be the sentencing of pro-democracy former media mogul Jimmy Lai to 20 years in prison . Iranian President Masoud Pezeshkian described nuclear talks with the US as “ a step forward ,” while Donald Trump said that another meeting was set for this week. Israeli Prime Minister Benjamin Netanyahu will head to Washington to meet Trump on Wednesday to push him to impose limits on Tehran’s missiles and proxies. In the UK, Prime Minister Keir Starmer is facing huge pressure on his leadership. A crisis over the appointment of Peter Mandelson as ambassador to the US, despite ties to Jeffrey Epstein, is intensifying and now Starmer’s top aide has quit, along with his head of communications . How the Debt Problem is Fueling the Gold Market Watch the Video Turning to corporate news: Apple is set to kick off a product blitz this year with the iPhone 17e, updated iPads and fresh Macs . And Apollo Global Management is teaming up with Schroders to develop funds for wealth and pension clients . And looking ahead, Goldman’s traders say “buckle up” for choppy stocks trading this week as algorithmic funds sell. Don’t forget the January jobs report comes out Wednesday, having been delayed by the partial government shutdown. And inflation data is due Friday, putting two of the most consequential data snapshots unusually close together. Deep Dive: Private School Gets Pricy T...
(RTTNews) - Becton, Dickinson and Company (BDX) will host a conference call at 8:00 AM ET on February 9, 2026, to discuss Q1 26 earnings results. To access the live webcast, log on to https://investors.bd.com/news-events/ir-calendar/detail/20260209-q1-fy26-bd-earnings-conference-call The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect tho...
(RTTNews) - Becton, Dickinson and Company (BDX) will host a conference call at 8:00 AM ET on February 9, 2026, to discuss Q1 26 earnings results. To access the live webcast, log on to https://investors.bd.com/news-events/ir-calendar/detail/20260209-q1-fy26-bd-earnings-conference-call The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In this article NVO HIMS Follow your favorite stocks CREATE FREE ACCOUNT The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, Copenhagen, Denmark, February 4, 2026. Tom Little | Reuters Novo Nordisk on Monday said it is suing online telehealth provider Hims & Hers for mass marketing cheaper, unapproved copies of the drugmaker's new Wegovy obesity pill ...
In this article NVO HIMS Follow your favorite stocks CREATE FREE ACCOUNT The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, Copenhagen, Denmark, February 4, 2026. Tom Little | Reuters Novo Nordisk on Monday said it is suing online telehealth provider Hims & Hers for mass marketing cheaper, unapproved copies of the drugmaker's new Wegovy obesity pill and injections in the U.S. Novo is asking the court to permanently ban Hims from selling compounded versions of its drugs that infringe on the company's patents, and is seeking to recover damages. In a release, Novo accused Hims of "deceiving patients and putting their health at risk," as the safety, efficacy and quality of those copies are not verified by U.S. regulators. The move escalates the feud between Novo and Hims, which said on Saturday it will stop offering its new obesity pill copycat after facing scrutiny from federal regulators and legal threats from the Danish drugmaker. Hims had planned to offer the oral drug for as little as $49 for the first month, roughly $100 less than Novo's approved Wegovy pill. The lawsuit comes as Novo works to reclaim market share in the booming obesity drug market and fend off competition from both Eli Lilly and a wave of compounded alternatives. Those copycats have proliferated under a regulatory loophole that allows companies like Hims to sell compounded versions of patent-protected drugs when branded treatments are in short supply. Semaglutide — the active ingredient in Novo's pill and its blockbuster injections — is no longer in shortage in the U.S., thanks to the company's efforts to ramp up manufacturing capacity. There are no shortages reported for the Wegovy pill, which has had an explosive launch since it entered the U.S. market in early January. Even so, Novo estimated in January that as many as 1.5 million Americans are using compounded GLP-1 drugs. Hims has said its compounded pill and other GLP-1 products contain semagl...
Monty Rakusen/DigitalVision via Getty Images Listen below or on the go via Apple Podcasts and Spotify Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung ( SSNLF ) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee ( LKNCY ) targets Starbucks ’ ( SBUX ) premium market with first flagship store. (01:38) This is an abridged transcript. Hims & Hers He...
Monty Rakusen/DigitalVision via Getty Images Listen below or on the go via Apple Podcasts and Spotify Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung ( SSNLF ) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee ( LKNCY ) targets Starbucks ’ ( SBUX ) premium market with first flagship store. (01:38) This is an abridged transcript. Hims & Hers Health ( HIMS ) is on our biggest movers list ahead of market opening. HIMS -15% in premarket action. We told you Sunday on Wall Street Brunch that HIMS said it will stop offering a compounded, copycat version of Novo Nordisk’s Wegovy (semaglutide) pill, following pressure from Novo and heightened FDA scrutiny. In a post on X, the company said it decided to discontinue the treatment after “constructive conversations” with industry stakeholders. The move comes after the commissioner of the FDA said regulators would target companies producing mass-market copycat drugs which raises broader concerns around compounded GLP-1 offerings. Novo Nordisk is up 7% percent in premarket action following the announcement. Samsung Electronics' ( SSNLF ) shares rose as much as 6.4% on Monday after a report that the company will soon begin mass production of HBM4 memory chips. The chips are used as part of the buildout for artificial intelligence infrastructure. A news outlet reported that Samsung plans to ship the semiconductors to Nvidia ( NVDA ) as early as the third week of February. The report said, citing unnamed industry sources that the HBM chips will be used to power Nvidia's upcoming Vera Rubin AI accelerators. Luckin Coffee ( LKNCY ) continues to take aim at Starbucks ( SBUX ). The coffee chain announced the official inauguration of its 30,000th store on Sunday. It's the first Origin Flagship, in Shenzhen. China’s Luckin Coffee is targeting Starbucks’ high-end roastery market with the new flagship in the south, marking its first major shift from budget stores that once helped it surp...
This is part of a series on the new realities of finance. While banks tout efficiency gains they’ve both achieved and project from AI, fears persist that the technology could hollow out entry-level roles . What is clear is that employers are onboarding classes of financial analysts for whom using AI models is second nature. It’s possible their fluency, and their openness to experimenting with evol...
This is part of a series on the new realities of finance. While banks tout efficiency gains they’ve both achieved and project from AI, fears persist that the technology could hollow out entry-level roles . What is clear is that employers are onboarding classes of financial analysts for whom using AI models is second nature. It’s possible their fluency, and their openness to experimenting with evolving tools, may be giving younger workers a leg up on their elders. We talked to junior bankers about what their early career looks like as AI creeps in. The Engineer Hailey Mullen, 24 Hailey Mullen has always used technology to make sense of the world. At Dartmouth College, she studied engineering and got a master’s degree in operations research and analytics, working with professors who embraced AI as a tool of the future, with models performing quantum-physics calculations and multivariable calculus. “I got to approach AI with a lot of curiosity and creativity in a very unstructured, unregulated environment,” she says. After completing two summer internships with Morgan Stanley , Mullen started as a full-time analyst at the bank this past July, and her background has come in handy. Members of her team, which works on deals related to media and digital infrastructure, regularly ask her for assistance with AI-related tasks such as structuring effective prompts. “We have hundreds upon hundreds of deal folders, with decades of models and analysis and PowerPoints, and truly everything you do in banking could be aided by finding precedent analysis,” Mullen says of the comparison between a company’s metrics and those of peers in prior deals. “If you have a good precedent, your life becomes much easier.” For a recent deal with a data-center operator, she had little background information to work with and two related financial models that were “extremely complex and dense.” One spreadsheet had 40-plus tabs and thousands of rows of data, but AI helped her analyze, synthesize and c...