Blanche also said there was a "built in assumption that somehow there's this hidden tranche of information of men that we know about that we're covering up or that we're not we're choosing not to prosecute", before adding "that is not the case".
Blanche also said there was a "built in assumption that somehow there's this hidden tranche of information of men that we know about that we're covering up or that we're not we're choosing not to prosecute", before adding "that is not the case".
“ I have made it very clear to the United States that this is impossible,” “Our overall capacity (in Taiwan) will only continue to grow. But we can expand our presence in the United States. Our international expansion, including increased investment in the United States, is based on the premise that we remain firmly rooted in Taiwan and continue to expand investment at home,” “You can't have all s...
“ I have made it very clear to the United States that this is impossible,” “Our overall capacity (in Taiwan) will only continue to grow. But we can expand our presence in the United States. Our international expansion, including increased investment in the United States, is based on the premise that we remain firmly rooted in Taiwan and continue to expand investment at home,” “You can't have all semiconductor manufacturing 80 miles from China. That's just illogical ... So we need to bring it back." “When we leave office, my goal for this administration is 40% market share in leading-edge semiconductor manufacturing.” What Taiwan said about the US proposal to relocate semiconductor capacity Taiwan Vice Premier Cheng Li-chiun said it would be "impossible" to relocate 40% of the island’s semiconductor capacity to the United States. With this statement, Li-chiun has pushed back against recent comments from US officials calling for a significant shift in semiconductor production. In an interview with the Taiwanese television channel CTS, Li-chiun said she had made it clear to Washington that Taiwan's semiconductor ecosystem, built over decades, could not be relocated, Reuters reported.she said, referring to the 40% goal the US has floated, the Reuters report noted. Li-chiun added that Taiwan's semiconductor ecosystem will continue to grow domestically, with the industry maintaining domestic investment.she added, according to the Reuters report.This comes after US Commerce Secretary Howard Lutnick said last week that the government needed to bring semiconductors to America. He said,Lutnick stated that his goal for the administration is,Last month, Taiwan and the US reached a deal to lower tariffs on the island's exports to 15% from 20% and to increase Taiwan's investment in the country. Li-chiun said there would be no relocation of Taiwan's science parks. Still, Taiwan was willing to share its experience in building an industry cluster and help the U.S. develop a similar ...
Motorcar Parts of America press release ( MPAA ): Q3 Non-GAAP EPS of $0.12 misses by $0.11 . Revenue of $167.7M (-9.9% Y/Y) misses by $21.3M . The company used cash of approximately $8.2 million from operating activities for the fiscal 2026 third quarter, primarily attributable to the build-up of inventory for new business. More on Motorcar Parts of America Motorcar Parts of America: This Ride Has...
Motorcar Parts of America press release ( MPAA ): Q3 Non-GAAP EPS of $0.12 misses by $0.11 . Revenue of $167.7M (-9.9% Y/Y) misses by $21.3M . The company used cash of approximately $8.2 million from operating activities for the fiscal 2026 third quarter, primarily attributable to the build-up of inventory for new business. More on Motorcar Parts of America Motorcar Parts of America: This Ride Has Been Rough Motorcar Parts of America boosts stock buyback plan to $57M Seeking Alpha’s Quant Rating on Motorcar Parts of America Historical earnings data for Motorcar Parts of America Financial information for Motorcar Parts of America
Talaj/iStock via Getty Images Investment Thesis It appears that even Roku ( ROKU ) couldn't escape last week’s fears about the ad tech stack getting upended by AI agents after the launch of a nascent ad tech startup called CloudX . Add the broader agentic AI pressures fanning SaaScalypse fears . The combination of the two headwinds has made markets nervous about Roku’s ad revenues because there ap...
Talaj/iStock via Getty Images Investment Thesis It appears that even Roku ( ROKU ) couldn't escape last week’s fears about the ad tech stack getting upended by AI agents after the launch of a nascent ad tech startup called CloudX . Add the broader agentic AI pressures fanning SaaScalypse fears . The combination of the two headwinds has made markets nervous about Roku’s ad revenues because there appears to be a growing fear that agentic solutions could win some of the ad budgets away from Roku. All these fears have done is bring Roku’s shares back to extremely appealing levels at a time when these agentic AI headwinds look premature. Roku’s CTV-focused ad revenues should be untouched by these fears in a year when ad spending should pick up by macro catalysts. Especially when a key hyperscaler partner is firing its ad revenue cylinders. I continue to recommend staying bullish on Roku’s shares and suspect a positive surprise is likely in this week’s Q4 CY25 earnings . Roku’s Shares Offer A Way To Cash In On The Ad Fears When I wrote about Roku in September last year , I said I was expecting shares to break out above the $100 level, a crucial level for shares, as its strategy to pivot to ads picked up pace amid its partnership with Amazon’s ( AMZN ) DSP. Shares did run up through last year and almost hit my 20% upside target, topping out at the ~$117 level on optimism of its ad execution. However, a couple of significant headwinds and concerns have emerged in the past few weeks, pushing Roku’s shares back into the sub-80s price range. The most dominant fear among markets is that Roku’s ad business is not immune to the broader fear about agentic AI competing with SaaS-based workflows like Roku offers to its ad clients. The launch of a nascent startup called CloudX, which focused on ‘agentifying’ ad workflows, snowballed concerns among many ad stocks, and Roku’s shares were not spared. In my view, the confusion created by the diverging perspectives on how agentic AI can i...
The Kroger ( NYSE: KR ) announced on Monday it has named Greg Foran as CEO, effective immediately, succeeding interim CEO Ron Sargent, who has held the role since March 2025. Foran will also join the company’s board, bringing more than 40 years of experience leading large consumer businesses, and has managed operations across five countries. He most recently served as CEO of Air New Zealand, leadi...
The Kroger ( NYSE: KR ) announced on Monday it has named Greg Foran as CEO, effective immediately, succeeding interim CEO Ron Sargent, who has held the role since March 2025. Foran will also join the company’s board, bringing more than 40 years of experience leading large consumer businesses, and has managed operations across five countries. He most recently served as CEO of Air New Zealand, leading a company-wide digital transformation, and previously led Walmart U.S. for six years, overseeing a turnaround of the company’s largest division until 2019. Sargent will continue to serve as Chairman of the Board, ensuring a smooth leadership transition. More on Kroger Kroger: Value Investment In An Expensive Market Kroger: Rating Downgrade On Weaker-Than-Expected Near-Term Earnings Growth Kroger: E-Commerce Inflection Point, Aggressive Buybacks Pave The Way For A Strategic Pivot Biggest stock movers Monday: SOFI, HIMS, and more Kroger taps former Walmart executive Greg Foran as CEO: WSJ
Savaria Corp ( SIS:CA ) has completed the acquisition of substantially all assets of Baxter Residential Elevators, a Texas-based dealer and installer of home elevators and lifts. Baxter Residential Elevators, founded in 2004 and headquartered in Frisco, Texas, has been a long-time Savaria dealer serving the Dallas–Fort Worth Metroplex. BRE generated ~$4M (C$5.5 million) in revenue in 2025. More on...
Savaria Corp ( SIS:CA ) has completed the acquisition of substantially all assets of Baxter Residential Elevators, a Texas-based dealer and installer of home elevators and lifts. Baxter Residential Elevators, founded in 2004 and headquartered in Frisco, Texas, has been a long-time Savaria dealer serving the Dallas–Fort Worth Metroplex. BRE generated ~$4M (C$5.5 million) in revenue in 2025. More on Savaria Corporation Seeking Alpha’s Quant Rating on Savaria Corporation Historical earnings data for Savaria Corporation Dividend scorecard for Savaria Corporation Financial information for Savaria Corporation
According to emails recently released by the US government, a sender thought to be the former prince passed on reports of visits to Singapore, Hong Kong and Vietnam and confidential details of investment opportunities.
According to emails recently released by the US government, a sender thought to be the former prince passed on reports of visits to Singapore, Hong Kong and Vietnam and confidential details of investment opportunities.
New York, February 9, 2026, 08:08 (EST) — Premarket Amazon shares held steady in premarket hours, following a steep decline on Friday. Amazon’s intention to ramp up capital spending to roughly $200 billion in 2026 remains on investors’ minds. U.S. jobs data and inflation numbers due this week are set to challenge tech stocks that are sensitive to interest rates. Amazon.com Inc (AMZN.O) hovered at ...
New York, February 9, 2026, 08:08 (EST) — Premarket Amazon shares held steady in premarket hours, following a steep decline on Friday. Amazon’s intention to ramp up capital spending to roughly $200 billion in 2026 remains on investors’ minds. U.S. jobs data and inflation numbers due this week are set to challenge tech stocks that are sensitive to interest rates. Amazon.com Inc (AMZN.O) hovered at $210.31 before the bell Monday, little changed after shedding 5.6% to finish at $210.32 on Friday. 1 Amazon’s recent slide has shoved its spending ambitions to the forefront for investors. Management put a rough $200 billion figure on 2026 capital expenditures—think data centers, equipment, that kind of outlay. Trailing 12-month free cash flow? Down to $11.2 billion, with that drop blamed on heavier property and equipment buys, most of it tied to artificial intelligence. 2 Here’s why it matters today: markets are shifting, looking at AI buildouts less as pure growth stories, more as cash-flow plays. As companies keep ramping up spending, investors are pressing for evidence—higher bills need to translate into margin, not just topline gains. Amazon on Thursday put out that eye-popping $200 billion capital spending estimate for 2026 and reported AWS revenue up at $35.6 billion for the December quarter. The stock tumbled 11.5% after hours. AWS posted 24% growth, trailing Google Cloud’s 48% and Microsoft Azure’s 39%. CEO Andy Jassy argued that hitting 24% growth on a $142 billion run-rate is “very different” from higher percentages on smaller platforms. The company projected first-quarter operating income of $16.5 billion to $21.5 billion—short of the $22.04 billion analysts wanted. D.A. Davidson’s Gil Luria summed it up: Amazon “has to invest at these levels just to stay in the race.” 3 Several analysts have drawn parallels between the current surge in spending and the dot-com boom. MoffettNathanson, for its part, noted the “magnitude of the spend is materially greater than con...
Cohen & Steers ( CNS ) reported preliminary assets under management of $93.1B as of January 31, 2026, an increase of $2.5B from assets under management of $90.5B at December 31, 2025. The increase was due to market appreciation of $2.2B and net inflows of $449M, partially offset by distributions of $153M. By investment vehicle, institutional accounts ended January with $36.2B in AUM, open-end fund...
Cohen & Steers ( CNS ) reported preliminary assets under management of $93.1B as of January 31, 2026, an increase of $2.5B from assets under management of $90.5B at December 31, 2025. The increase was due to market appreciation of $2.2B and net inflows of $449M, partially offset by distributions of $153M. By investment vehicle, institutional accounts ended January with $36.2B in AUM, open-end funds held $44.5B, and closed-end funds totaled $12.3B. Source: Press Release More on Cohen & Steers Cohen & Steers: Cheap Enough To Buy As Income Comes Back Into Focus (Upgrade) Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript Cohen & Steers, Inc. 2025 Q4 - Results - Earnings Call Presentation Mid-cap stocks with highest dividend growth grade Cohen & Steers signals 8% REIT earnings growth for 2026 amid strategic distribution expansion
Barbican Hall, London The London Symphony Orchestra’s Olivier Stankiewicz was the soloist for the premiere of Colin Matthews’s oboe concerto; Rachmaninov and Bartók followed, with Chan compelling and clear It’s hard to think of a living musician more embedded in British musical life than Colin Matthews – not just as a composer and arranger, but teacher, label-founder, producer and administrator. T...
Barbican Hall, London The London Symphony Orchestra’s Olivier Stankiewicz was the soloist for the premiere of Colin Matthews’s oboe concerto; Rachmaninov and Bartók followed, with Chan compelling and clear It’s hard to think of a living musician more embedded in British musical life than Colin Matthews – not just as a composer and arranger, but teacher, label-founder, producer and administrator. The approach of his 80th birthday seems to have spurred rather than slowed a composer who warmed up by premiering his first opera in 2025 , and now marks the milestone itself with a new oboe concerto for longtime colleagues the London Symphony Orchestra and their principal oboe Olivier Stankiewicz. Nearly 20 years on from 2009’s Violin Concerto , Matthews’s uncompromising structural vision has only intensified. His solo oboe might stand apart from the orchestra, but is locked into its musical argument, helping to tussle themes and ideas into their ultimate form in a dynamic – often combative – back and forth. Continue reading...
Alphabet Inc. plans to sell a very rare 100-year bond as part of its mega debt issue, in the first sale of such long-dated debt by a technology firm since the late 1990s. The 100-year bond will be denominated in sterling, along with four other tranches in the currency, according to a person familiar with the matter. The deal, which is Alphabet’s debut sterling sale, could be priced as early as tom...
Alphabet Inc. plans to sell a very rare 100-year bond as part of its mega debt issue, in the first sale of such long-dated debt by a technology firm since the late 1990s. The 100-year bond will be denominated in sterling, along with four other tranches in the currency, according to a person familiar with the matter. The deal, which is Alphabet’s debut sterling sale, could be priced as early as tomorrow, the person added, asking not to be identified. It marks the first sale with such an extreme maturity by a technology firm since Motorola sold this type of debt in 1997, according to data compiled by Bloomberg. The market for 100-year bonds is dominated by governments and institutions like universities. For corporates, potential acquisitions, outdated business models and technological obsolescence make such deals a rarity. Still, given the sheer volume of debt that tech firms need to raise to stay ahead in the race to build artificial intelligence capabilities, even ultra-rare deals are making a comeback. “They want to tap every kind of investor possible from the structured finance investor to the super long-dated investor,” said Gordon Kerr , European macro strategist at KBRA. The main buyer of the 100-year bond would be insurance companies and pension funds, and “the guy who underwrites it is probably not going to be the guy who’s there when it gets repaid,” he said. Strong demand from UK pension funds and insurers has made the sterling market a go-to venue for issuers seeking longer-dated funding. Still, excluding government issuers, only Electricite de France SA , the University of Oxford and the charitable foundation Wellcome Trust Ltd have issued 100-year bonds in the currency before, based on data compiled by Bloomberg. All those bonds were issued in 2021, a year when sterling high-grade yields hit their lowest level on record, based on Bloomberg indexes . Due to their very high duration, trader parlance for price sensitivity to changes in interest rates, all o...