Alibaba (BABA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this online retailer have returned +7.7% over the past month versus the Zacks S&P 500 composite's -0.2% change. The Zacks Internet - Commerce industry, to which Alibaba belongs, has lost 10.9% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Alibaba is expected to post earnings of $1.91 per share, indicating a change of -34.8% from the year-ago quarter. The Zacks Consensus Estimate has changed -16.8% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $5.98 points to a change of -33.6% from the prior year. Over the last 30 days, this estimate has changed -6.9%. For the next fiscal yea...

Qualcomm (QCOM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this chipmaker have returned -22.8% over the past month versus the Zacks S&P 500 composite's -0.2% change. The Zacks Electronics - Semiconductors industry, to which Qualcomm belongs, has lost 0.9% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Qualcomm is expected to post earnings of $2.79 per share for the current quarter, representing a year-over-year change of -2.1%. Over the last 30 days, the Zacks Consensus Estimate has changed -19.4%. The consensus earnings estimate of $11.74 for the current fiscal year indicates a year-over-year change of -2.4%. This estimate has changed -3.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $12.17 in...

Micron (MU) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +14.4%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Computer - Integrated Systems industry, which Micron falls in, has gained 5.2%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Micron is expected to post earnings of $8.40 per share for the current quarter, representing a year-over-year change of +438.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.1%. The consensus earnings estimate of $32.9 for the current fiscal year indicates a year-over-year change of +296.9%. This estimate has changed +0.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $43.2 indicates a change ...

Qualcomm (QCOM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this chipmaker have returned -22.8% over the past month versus the Zacks S&P 500 composite's -0.2% change. The Zacks Electronics - Semiconductors industry, to which Qualcomm belongs, has lost 0.9% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Qualcomm is expected to post earnings of $2.79 per share for the current quarter, representing a year-over-year change of -2.1%. Over the last 30 days, the Zacks Consensus Estimate has changed -19.4%. The consensus earnings estimate of $11.74 for the current fiscal year indicates a year-over-year change of -2.4%. This estimate has changed -3.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $12.17 in...

Micron (MU) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +14.4%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Computer - Integrated Systems industry, which Micron falls in, has gained 5.2%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Micron is expected to post earnings of $8.40 per share for the current quarter, representing a year-over-year change of +438.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.1%. The consensus earnings estimate of $32.9 for the current fiscal year indicates a year-over-year change of +296.9%. This estimate has changed +0.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $43.2 indicates a change ...

Advanced Micro Devices (AMD) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this chipmaker have returned +2.6% over the past month versus the Zacks S&P 500 composite's -0.2% change. The Zacks Computer - Integrated Systems industry, to which Advanced Micro belongs, has gained 5.2% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Advanced Micro is expected to post earnings of $1.27 per share for the current quarter, representing a year-over-year change of +32.3%. Over the last 30 days, the Zacks Consensus Estimate has changed +3%. The consensus earnings estimate of $6.59 for the current fiscal year indicates a year-over-year change of +58%. This estimate has changed +3.2% over the last 30 days. For the next fiscal year, the consen...

Alphabet Inc. (GOOG) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this company have returned -1.8%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Internet - Services industry, which Alphabet falls in, has gained 1%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Alphabet is expected to post earnings of $2.61 per share, indicating a change of -7.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +4% over the last 30 days. The consensus earnings estimate of $11.36 for the current fiscal year indicates a year-over-year change of +5.1%. This estimate has changed +3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $13.27 indicates a chan...

Alphabet Inc. (GOOG) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this company have returned -1.8%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Internet - Services industry, which Alphabet falls in, has gained 1%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Alphabet is expected to post earnings of $2.61 per share, indicating a change of -7.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +4% over the last 30 days. The consensus earnings estimate of $11.36 for the current fiscal year indicates a year-over-year change of +5.1%. This estimate has changed +3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $13.27 indicates a chan...

Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know Yahoo Finance

Povozniuk/iStock via Getty Images This article was posted on the Income Lab on 2/2/26. Main Thesis/Background The purpose of this article is to discuss the macro-environment and how I am positioning myself with new buys in the days ahead. I find this particularly relevant because we have seen an uptick in volatility of late - especially in precious metals. But this has extended to equities in both the US and across the developed world, and it makes sense to reassess allocations as a result: 5-Day Return (By Fund) (Google Finance) I think this is timely to focus on because I like to emphasize that investors should not let the fear of losses paralyze them when deciding if now is a good time to invest or not. Of course, I always advocate staying within your own risk tolerance, so don't just blindly buy because stocks are down if it leaves you overexposed. But for those who have cash and are looking to deploy it, holding off because of fear can often lead to underperformance. This is a mistake I made early on in my career, and I hope to help others avoid it. We should remember - the probability of seeing a loss on any given day is a little less than 50%. But these losses are much less common for longer time frames . What this suggests is that if you have a long-term focus, putting money to work today is usually better than waiting. This is especially true for popular benchmarks like the S&P 500 that have never experienced a loss over a 20-year period. The point is if we are well-diversified and not focused on short-term performance, the chance of investment success is extremely high. For this reason I continue to look for ways to deploy my cash in real time, and I will discuss a few places for doing so in detail below. **I own the Vanguard 500 Index Fund;ETF ( VOO ), the abrdn Physical Gold Shares ETF ( SGOL ), the iShares Silver Trust ETF ( SLV ), and the State Street SPDR EURO STOXX 50 ETF ( FEZ ). Gold - I See an Opportunity on This Dip The first tactical move I will...

Daniel Grizelj/DigitalVision via Getty Images Buying common sense stocks can be a great investment strategy amidst a volatile market. While the market capped the first week of February on a strong note, I believe there will be plenty of volatility ahead, especially as AI models have the potential to disrupt software incumbents like Workday ( WDAY ). Heavy investments in AI could also cloud the near-term outlook as it has for Amazon ( AMZN ) as of late. This brings me to Kroger ( KR ), which I view as a common sense stock that’s poised to weather the storm. I last covered KR back in March 2023, highlighting its efficient scale and solid growth. KR stock has gone on to produce a respectable 54% total return in the 2.9 years since my last coverage, through continued execution and shareholder capital returns. As shown below, KR remains reasonably valued at the current price of $67.50, which sits in the middle of its 52-week range. It has a 14x forward P/E and a 2.1% dividend yield. KR Stock 1-Yr Trend (Seeking Alpha) In this article, I revisit KR including recent business results , and discuss why it’s a solid value ‘Buy’ at present for a volatile market, so let’s get started! Why KR? Kroger is one of the largest food and drug retailers in the U.S., operating thousands of supermarkets that serve everyday household needs. Kroger’s business includes fresh groceries, pharmacy services, fuel centers, private-label brands and a growing digital fulfillment ecosystem. In recent years, KR has been aggressively growing its e-commerce sales. This fits well with KR’s vast footprint of 2,700 stores across the U.S., which solves the last-mile problem that often plagues online-only companies. This fits with KR’s value creation model in which it leverages its store footprint that also includes a thriving pharmacy and fuel distribution business. KR delivered steady growth during fiscal Q3 2026 (ended November 8, 2025) with same-store sales (excluding fuel) growing by 2.6% YoY. This was...

Sundry Photography/iStock Editorial via Getty Images My investment thesis on Arm Holdings ( ARM ) stock is based on the architectural inversion of the data center toward Agentic AI. This inversion can re-rate Arm stock from a cyclical semiconductor IP licensor to an important AI infrastructure utility. I rate ARM stock a Buy based on the 100% Y/Y growth in data center royalty revenue and the deployment of high-core-count designs like Amazon ( AMZN ) AWS Graviton5 and Microsoft ( MSFT ) Cobalt 200 that use ARM’s power-efficiency advantage for always-on inference orchestration. The integration of Compute Subsystems (CSS) (now at 21 licenses) is a compound multiplier for royalty rates that is decoupling Arm’s revenue growth from pure unit volume, in my opinion. However, there is a big risk in the quality of earnings. The $200 million quarterly revenue injection from SoftBank ( SFTBF ) ( SFTBY )-related entities distorts organic growth signals. If this related-party support goes away or if the 8% Y/Y decline in Remaining Performance Obligations (RPO) is linked to a saturation in the licensing pipeline, ARM stock’s premium valuation can face large compression even under industry tailwinds. The Architectural Inversion of Agentic AI: The Shift from GPU-Centric Training to CPU-Centric Orchestration The main forward factor that can continue to drive Arm Holdings’ stock price upward is the architectural inversion happening within the data center. This inversion is based on the transition from model training to Agentic AI inference. I am going beyond linking ARM’s growth to general AI demand. My analysis of Q3-FY2026 focuses on a larger trend. The trend is the emergence of always-on agentic workflows where the CPU (not the GPU) becomes the primary mark for latency and power efficiency. Agentic AI requires coordination across many agents running continuously (workloads that are continuous and power-capped) that needs a shift toward high-core-count, power-efficient Arm CPUs. For...

Gather AI, a startup that offers an AI platform for warehouse cameras and drones, has raised a $40 million Series B funding round led by Smith Point Capital. That’s the VC firm founded by former Salesforce co-CEO Keith Block. The Gather team first met Smith Point a year ago at a logistics conference, and “it took Keith and his team five minutes to get what we’re doing,” co-founder and CEO Sankalp Arora told TechCrunch. What Gather AI is doing is unusual. The four founders met as PhD students at Carnegie Mellon University, where they built one of the first autonomous helicopters and tested it on the FBI training grounds in Quantico. (Block is a trustee for CMU.) In 2017, the founders took what they learned about teaching helicopters to fly and land safely and launched Gather AI. Using off-the-shelf cameras placed on strategic moving equipment like forklifts, as well as off-the-shelf drones flying around the warehouse, the cameras watch on-the-floor operations and log what they find into the warehouse management systems. But the catch is, the AI isn’t being random about what it scans. It is being “curious,” as Arora described it. “My PhD work focused on how to make different kinds of flying robots curious,” he said. “So they’re curious about boxes and bar codes and workflows.” In addition to barcodes, they look for lot codes, text, expiration dates, case counts, damages, occupancy, and other items. The idea is that they will discover and predict issues like low inventory, misplaced stock, and workflows that may cause safety issues. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar growth stages. Walk away with tactics you can apply immediately Save up to $300 on your pass or save up to 30% with ...

These ETFs still look like great opportunities to buy into a major trend. After three years of outstanding gains, the S&P 500 started off strong in 2026 as well. The index climbed another 1.4% in January, despite experiencing a bit of volatility related to President Donald Trump's potential trade policies. But a pair of exchange-traded funds (ETFs) handily outperformed that result in January, and that trend could continue throughout 2026 and beyond. Several catalysts could support the growth of smaller companies with less weight (or no presence at all) in the S&P 500 index, and these two ETFs present great ways for investors to take advantage of the trend. The ETFs outperforming the benchmark index While the S&P 500 climbed 1.4% in January, the Invesco S&P 500 Equal Weight ETF (RSP +1.86%) climbed 3.4%. Even more impressive was the iShares Russell 2000 ETF (IWM +3.59%), which climbed 5.5% last month. Both ETFs are a way to invest more in smaller stocks. The S&P 500 Equal Weight ETF invests an equal amount into each component of the S&P 500 instead of weighting its investment by market cap. It rebalances quarterly. The Russell 2000 ETF tracks the benchmark small-cap stock index, which represents the 2000 smallest companies in the market weighted by market cap. Zooming out, both have significantly lagged the large-cap index over the last three years. While the S&P 500 has been led higher by a handful of megacap artificial intelligence stocks, much of the rest of the stocks in the market have been left behind. As a result, the S&P 500 has reached record levels of concentration, with the top 10 constituents accounting for 41% of the index's value as of the end of the year. But the trend could be about to reverse, which means both small-caps and the equal-weight index would continue to outperform. Here's why investors should consider both ETFs for their portfolio. Expand NYSEMKT : RSP Invesco S&P 500 Equal Weight ETF Today's Change ( 1.86 %) $ 3.70 Current Price $ 202.26...

Sandisk Corp. SNDK — a leading flash and advanced memory technology innovator — is set to maintain its astonishing momentum. The company reported strong second-quarter fiscal 2026 earnings results. This was attributed to revenue growth of 61% year over year to $3.03 billion, driven by robust datacenter demand from AI infrastructure builders and strengthened pricing across all end markets. Earnings reflected exceptional improvement, with SNDK reporting earnings per share of $6.20, a substantial increase from the year-ago figure of $1.23, and ahead of the Zacks Consensus Estimate by 75.14%. Strong Datacenter and Edge Growth SNDK has benefited from the structural shift toward AI computing, which requires significantly more NAND flash storage per deployment compared with traditional workloads. AI training models and inference applications generate massive data volumes that demand high-performance enterprise solid-state drives, while edge devices need greater storage capacity to support on-device AI features. This creates a favorable demand environment where SNDK can command premium pricing for its advanced technology products while maintaining disciplined supply allocation. The benefits materialized in the fiscal second-quarter performance, with datacenter revenues surging 76% year over year, driven by adoption across cloud hyperscalers and enterprise customers. Edge revenues climbed 63.2% year over year, as AI-enabled personal computers and mobile devices increased storage requirements per unit. Consumer revenues grew 51.7% year over year on premium product innovations and strategic brand partnerships. Sandisk's BiCS8 quad-level cell storage product continues to advance through qualification with two major hyperscalers and is expected to generate revenues soon. The extended joint venture agreement with Kioxia Corporation through December 2034 positions Sandisk favorably against Western Digital Corp. WDC, Seagate Technology Holdings plc STX and Micron Technology Inc. MU...

Sandisk Corp. SNDK — a leading flash and advanced memory technology innovator — is set to maintain its astonishing momentum. The company reported strong second-quarter fiscal 2026 earnings results. This was attributed to revenue growth of 61% year over year to $3.03 billion, driven by robust datacenter demand from AI infrastructure builders and strengthened pricing across all end markets. Earnings reflected exceptional improvement, with SNDK reporting earnings per share of $6.20, a substantial increase from the year-ago figure of $1.23, and ahead of the Zacks Consensus Estimate by 75.14%. Strong Datacenter and Edge Growth SNDK has benefited from the structural shift toward AI computing, which requires significantly more NAND flash storage per deployment compared with traditional workloads. AI training models and inference applications generate massive data volumes that demand high-performance enterprise solid-state drives, while edge devices need greater storage capacity to support on-device AI features. This creates a favorable demand environment where SNDK can command premium pricing for its advanced technology products while maintaining disciplined supply allocation. The benefits materialized in the fiscal second-quarter performance, with datacenter revenues surging 76% year over year, driven by adoption across cloud hyperscalers and enterprise customers. Edge revenues climbed 63.2% year over year, as AI-enabled personal computers and mobile devices increased storage requirements per unit. Consumer revenues grew 51.7% year over year on premium product innovations and strategic brand partnerships. Sandisk's BiCS8 quad-level cell storage product continues to advance through qualification with two major hyperscalers and is expected to generate revenues soon. The extended joint venture agreement with Kioxia Corporation through December 2034 positions Sandisk favorably against Western Digital Corp. WDC, Seagate Technology Holdings plc STX and Micron Technology Inc. MU...

Streamex ( NASDAQ: STEX ) said on Monday that co-founder and Chairman Morgan Lekstrom has been appointed executive chairman and will join the company’s executive leadership team. The company also said it has fully repaid its secured convertible debentures with YA II PN and cancelled its standby equity purchase agreement. Lekstrom has more than 17 years of experience in mining and capital markets, most recently serving as CEO of NexMetals Mining, where he advanced critical metals projects in Botswana backed by $150M from the U.S. Export-Import Bank. He is also the company’s largest shareholder alongside co-founder Henry McPhie. Shares +9.70%. More on Streamex Corp. Streamex: Why The Yield On Gold May Not Justify The Premium Streamex Corp. (STEX) Shareholder/Analyst Call Transcript Streamex prices $35M stock offering Seeking Alpha’s Quant Rating on Streamex Corp. Historical earnings data for Streamex Corp.

Curaleaf Holdings ( CURA:CA ) (TSX: CURA) ( OTCQX: CURLF ) on Monday said that it has received commitments for a private placement of US$500 million senior secured notes due February 1, 2029. The company intends to use the proceeds from the offering to refinance its existing US$475 million senior secured notes due December 15, 2026, of which $457 million is currently outstanding. The balance will provide incremental capital to support global growth initiatives and to pay transaction fees and expenses. The notes will bear interest at 11.5% per year, payable semi-annually, and will be issued at par. Curaleaf said the offering is expected to close on or about February 18, subject to customary conditions. CURLF -0.20% after hours to $2.3851. Source: Press Release More on Curaleaf Holdings, Inc. Why I'm Buying Curaleaf Before The 2026 Hemp Ban Kicks In Curaleaf: Strong Q3 Results, But Volatility Returns To Cannabis Sector Curaleaf expects Q4 revenue of $330M Curaleaf ends agreement to buy Cannabist Virginia assets Seeking Alpha’s Quant Rating on Curaleaf Holdings, Inc.

Gold futures rose on Monday, as the volatile yellow metal benefited from uncertainty overseas.

For people who love the middle seat, the attractions are many, from a taste of humility to ethical entitlement to the armrests to ‘strangermaxxing’ Embracing friction and inconvenience in our lives is a 2026 trend, but the New York Times has drawn my attention to individuals who are frictionmaxxing further than most of us might be able to fathom: travellers who choose the awkward, inconvenient middle seat on planes. Airlines expect us to pay extra to choose our seat now, and refusing means becoming the filling in a stranger sandwich, but actively embracing that seems perverse. Some, I learned, claim middle seats offer the best of both worlds – you can see out of the window but enjoy a relatively easy escape – and you’re “ethically entitled to both arm rests” (good luck explaining that to your neighbours). Others treat it as an exercise in Zen humility. I suppose relinquishing main-character energy could make travel less painful? “Be grateful that you’re flying and that’s it,” as James Cashen, a middle seater, explained his philosophy on TikTok . Continue reading...

越到年底，很多人越容易产生一种矛盾的心态。 一方面，新年临近，总希望家里能有点变化：换一台用了多年的家电，给父母添点实在的年货，或者干脆把生活里那些将就了一年的东西，趁着过年换掉。 另一方面，打开购物平台，却发现优惠越来越复杂，规则越来越绕，抢一次便宜，反而成了一种需要投入精力的“技术活”。 在这样的情绪之下，“福利”这两个字，正在变得越来越现实。用户要的是真正能被算清楚、用得上的好处。 马年新年将至，唯品会推出“马年焕新，礼遇美好”活动，从即日起持续到2026年12月31日。与其说这是一场传统意义上的促销，不如说，它更像一次把福利慢慢交到用户手里的尝试。 不再拼手速，新年的福利开始回归日常节奏 如果回顾这几年电商的主流玩法，会发现一个明显变化：促销越来越集中，节点越来越短，用户却越来越累。 限时、秒杀、倒计时，这些曾经有效的手段，在短视频和直播全面介入卖货之后，被放大到了极致。几乎每个平台、每个行业，都在用相似的方式争夺注意力。 在很多人的记忆里，唯品会并不是一个陌生的平台。它曾经是电商行业Top3，是许多人第一次以更低价格买到大牌正品的入口，也是一些家庭在电商刚刚普及的阶段，反复使用的购物选择。衣柜里的第一件品牌外套、年终给父母添置的家电、甚至是某一次重要节点前的“安心下单”，都可能发生在那个窗口期。 这些记忆并不喧哗，却真实存在，也构成了平台与一代用户之间最早的连接。 而唯品会这次选择的路径，明显不一样。“马年焕新，礼遇美好”的核心机制并不复杂：连续签到，就能逐步解锁礼品。门槛不高，也不需要额外消费，却能随着时间推移，拿到越来越有分量的回馈。 从活动礼品设置来看，这并不是一份追求噱头的清单。从粮油、洗护、日用品开始，到厨房电器、健康家电、智能设备，再到更高价值的耐用品，几乎每一个阶段的礼品，都对应着家庭生活中真实存在的需求。 对很多家庭来说，新年“焕新”的意义，本来就不是添置奢侈品，而是把生活里那些已经影响体验的细节，慢慢更新掉。在这样的语境下，一份可以通过时间换来的福利，反而显得更踏实。 新年真正需要的，可能是一点确定性 马年新年，对很多人来说，是一段生活的重启。 有人想把家里整理得更舒服一点，有人想让父母过得更轻松一些，也有人只是希望，在不确定的环境里，多一点能被预期的回馈。 这次活动一个容易被忽略的细节是：时间跨度被拉得很长。 它允许用户在很长一段时间里...

Guardforce AI ( GFAI ) has entered into a non-binding Letter of Intent (LOI) to acquire 100% of the issued and outstanding share capital of MGAI Limited, the company said on Monday. GFAI +0.14% premarket to $0.43. Source: Press Release More on Guardforce AI Seeking Alpha’s Quant Rating on Guardforce AI Financial information for Guardforce AI

格隆汇2月9日｜标普：Alphabet(GOOG.O)拟发行的无担保债券评级为“AA+”。

Astera Labs Opens Israel Design Center to Support AI Connectivity Demand I-Connect007

Recruit Holdings press release ( RCRRF ): Q3 GAAP EPS of ¥ 221.50. Revenue of ¥ 2.69B. More on Recruit Holdings Co., Ltd. Recruit Holdings Co., Ltd. 2026 Q2 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Recruit Holdings Co., Ltd. Historical earnings data for Recruit Holdings Co., Ltd. Dividend scorecard for Recruit Holdings Co., Ltd. Financial information for Recruit Holdings Co., Ltd.

Red Stock Studio/iStock via Getty Images Canopy Growth Corporation ( CGC ) reported in-line financial results last Friday. Revenues were strong, but the company had an overall net loss. The company is set to acquire MTL Cannabis, which will boost revenues and valuation. The stock price is down 60% over the last year. It has decreased 9% since I covered the company last November on Seeking Alpha . The cannabis sector remains weak. I continue my rating of a hold. Current Synergies Canopy Growth recently announced its acquisition of MTL Cannabis . MTL operates grow facilities and a set of brands in Quebec. Canopy Growth will use the facilities to increase exports internationally and its domestic footprint. Canopy Growth will be able to offer MTL’s brand portfolio to the entirety of Canada. MTL is known for high-quality flower and products, as well as the company’s online medical distribution. Currently, MTL reports CA$84 million per year in revenue and CA$11 million in operating cash flow. MTL’s revenue and financial performance will be reflected in future earnings. The deal will boost Canopy Growth’s revenue and valuation. Q3 2026 Results Canopy Growth reported revenue of CA$75 million, representing a 12% increase QoQ and a nominal decrease YoY. Gross profit was CA$21.5 million, a nominal increase QoQ and an 11% decrease YoY. Profit margin was 29% versus 33% QoQ and 32% YoY. Net loss was CA$62.6 million versus a net loss of CA$1.6 million QoQ and a net loss of CA$121.9 million YoY. Cash and equivalents increased to CA$371 million. The company underwent recapitalization and extended it debt maturities to 2031. The process included a US$150 million loan for the purpose of making acquisitions. The company has CA$225 million in total debt. Market consensus for Q4 is CA$79.12 million, an increase QoQ and YoY. The company will report in May. Camoy Growth expects higher revenues from international sales for the next quarter. Revenue by Segment Amounts in CA$ Millions* Q3-202...

Amid renewed market chatter about China potentially selling U.S. Treasuries, it is worth grounding the discussion in current data. Concerns over foreign liquidation of U.S. government debt often resurface during periods of market volatility, but the scale of China’s holdings today is far smaller than commonly assumed. According to the U.S. Treasury’s International Capital (TIC) data, China now holds less than 2% of total outstanding U.S. Treasury debt. This marks a significant decline from prior decades and suggests that shifts in China’s portfolio, while noteworthy, carry far less systemic weight than they once did. See the below chart outlining the percentage of U.S. debt held by China and other foreign nations: Percentage of U.S. Public Debt (Elva Capital & Bloomberg) Below is a current snapshot of the U.S. Treasury market, highlighting where yields are trading across key maturities: U.S. 2 Year Treasury yield ( US2Y ) is at 3.50%. U.S. 5 Year Treasury yield ( US5Y ) is at 3.77%. U.S. 10 Year Treasury yield ( US10Y ) is at 4.23%. U.S. 20 Year Treasury yield ( US20Y ) is at 4.82%. U.S. 30 Year Treasury yield ( US30Y ) is at 4.88%. Treasury ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), and ( BIL ). Bond ETFs: ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), and ( TIP ). More on markets China urges banks to curb U.S. Treasury exposure - report Dow smashes 50,000 and here’s how all 30 stocks rank according to SA Quant Ratings Dow tops 50,000 for the first time as the blue-chip rally accelerates S&P 500: From One Extreme To Another And No End In Sight (Technical Analysis) SpaceX–xAI deal reignites IPO countdown as prediction markets take bets on the date

Funtap Since 2019, Berkshire Hathaway ( BRK.B ) ( BRK.A ) added sizeable stakes of Japan's five major trading houses to its portfolio. That's paying off on Monday as the Nikkei 225 index jumped 5.6% after Prime Minister Sanae Takaichi's Liberal Democratic Party secured a two-thirds supermajority in Japan's House of Representatives. Shares in Mitsubishi Corp. ( MSBHF ) climbed 4.3%, Sumitomo ( SSUMY ) ( SSUMF ) gained 3.0%, Marubeni ( MARUY ) jumped 5.3%, and Mitsui ( MITSY ) ( MITSF ) rose 3.6%. Itochu only edged up slightly in Tokyo trading. At the end of 2024, Berkshire's ownership of the five companies stood at $23.5B, or about 6.6% of its $353.8B equities portfolio. In the past year, Mitsubishi stock surged 95%, Sumitomo jumped 87%, Marubeni soared 152%, Mitsui advanced 87%, and Itochu added 55%. Even with the increase in the value of its Japanese stocks, Berkshire Hathaway ( BRK.B ) B shares slipped 0.3% in U.S. premarket trading. In Warren Buffett's annual letter to shareholders in February 2025, he said the company was likely to boost its ownership in all five companies "somewhat," noting that "our holdings of the five are for the very long term, and we are committed to supporting their boards of directors." More on Berkshire Hathaway, Mitsubishi, etc. Mitsubishi Corporation (MTSU:CA) Q3 2026 Earnings Call Prepared Remarks Transcript Mitsubishi Corporation 2026 Q3 - Results - Earnings Call Presentation Berkshire Hathaway: I'm More Bullish Than Ever DaVita climbs as Q4 beat outshines Berkshire Hathaway insider sale David Sokol’s rise and fall at Berkshire Hathaway marks cautionary tale

Intel CEO Lip-Bu Tan gave plenty of good news to Intel shareholders in an interview last week. It's been almost a year since Lip-Bu Tan took on the Intel (INTC +4.91%) CEO role. Since then, the U.S. government, Nvidia, and Softbank have all invested in the chip giant. Intel also began high-volume manufacturing of its 18A node, marking the culmination of former CEO Pat Gelsinger's "five nodes in four years" plan to catch up to Taiwan Semiconductor Manufacturing (TSM +5.48%). After an impressive 84% gain in 2025, Intel stock marked a 26% gain in January after management formally unveiled its first 18A chip, Panther Lake, for laptops, which are now shipping. Last week, Lip-Bu Tan sat down for an interview at the Cisco AI forum, where he gave Intel shareholders even more things to look forward to in 2026. Expand NASDAQ : INTC Intel Today's Change ( 4.91 %) $ 2.37 Current Price $ 50.61 Key Data Points Market Cap $253B Day's Range $ 48.84 - $ 51.30 52wk Range $ 17.66 - $ 54.60 Volume 52K Avg Vol 102M Gross Margin 34.77 % CPU demand is skyrocketing for AI use One of the knocks on Intel over the past few years is that it didn't develop a credible Nvidia competitor in the AI GPU space. However, CPU-based server demand is now skyrocketing, likely a consequence of AI moving from the model-training phase to agentic inference. That's when enterprises begin to employ agents to execute everyday tasks, which actually requires a lot of traditional CPU compute. Tan confirmed this at the conference: From the compute side, customers are all crying for more products, and I did not prepare the production enough to meet their requirements. And so I think people are starting to find out that in application, CPU is actually more useful in terms of performance, for all the compute requirement. And a friend of mine mentioned that Moore's Law, it used to double every three to four years, and now it's like three or four months. And so the pace of compute is increasing so much. ... Almost every ...