股市专业人士表示，对于美国股市能否在上周由人工智能板块引发的暴跌后，借此次1万亿美元的反弹之势继续走高，市场信心有限。 上周五美股出现大幅反弹，标普500指数创下5月以来的最佳单日表现，抹平了本周的大部分跌幅。但投资者仍在应对不明朗的经济前景，同时对于人工智能将如何重塑各行业的担忧不断加剧，尤其是本周市场动荡的核心板块——软件行业。 上周五的行情走强背后，已显露出市场对这波反弹信心不足的端倪。标普500指数的预期波动率指标仍高于今年均值，反映出市场的不安情绪仍在持续；交易量也透露出市场热情匮乏的状态，较五日均值低约13%。 高盛 集团编制的高做空比例股票篮子单日大涨约9%，创4月以来最佳表现，这也说明此次反弹的部分动力，来自交易员平仓高风险股票的空头头寸。 富国银行 投资研究所全球股票及实物资产主管Sameer Samana表示：“人工智能这一投资主线，已从普涨的普适性红利，转向赢家通吃的格局。除非市场能够厘清板块内的真正龙头与落后标的，否则难以确立新的领涨主线，也无法推动指数再创高点。” 同样值得注意的是，上周的市场下跌并非全因人工智能板块。 美国疲软的劳动力市场数据引发了对经济基本面的担忧，加剧了股票、大宗商品和加密货币的下行压力。诚然，周五公布的一份报告显示消费者信心升至六个月高位，为当日的大幅上涨提供了支撑。但这一切都让市场更加聚焦于周三推迟发布的美国月度就业数据，以评估经济正显现的裂痕程度。 人工智能焦虑 人工智能相关交易仍是市场的一大隐忧。投资者一直担忧大型科技公司能否将其在该技术上的巨额投入转化为盈利。如今，在初创公司Anthropic推出面向法律工作与金融研究的新工具后，他们又开始应对人工智能对大量商业模式构成的竞争威胁。 “Magnificent Seven”（美股七大科技巨头）成员 微软 、 谷歌 母公司Alphabet和 亚马逊 公布的财报显示，其相关支出超出市场预期，导致股价大幅下挫。亚马逊周五宣布今年计划在数据中心、芯片及其他设备上投入2000亿美元后，股价暴跌近6%，创去年8月以来最大单日跌幅。 这些下跌挤出了市场的部分泡沫。彭博汇编的数据显示，标普500指数目前的预期12个月市盈率约为22倍，处于2018年4月特朗普政府推出全面进口税政策扰乱市场以来的最低水平。但这尚未对华尔街专业人士形成吸引力。 高盛交易部门周五在致客户的报告中称，其...

OCI helps five hospitals in Erie St. Clair region of Southwest Ontario enhance patient and provider experiences, improve data security, and increase resilience; also now piloting Oracle Health Clinical AI Agent AUSTIN, Texas, Feb. 9, 2026 /PRNewswire/ -- The five hospitals supported by Transform Shared Service Organization (TSSO) in Ontario, Canada, have improved the performance, usability, and availability of their Oracle Health Foundation electronic health record (EHR) by migrating it to Oracle Cloud Infrastructure (OCI). With OCI, the hospitals can enhance the experience for patients and clinicians, scale efficiently, and easily adopt new AI-powered technologies, such as a recently launched pilot of Oracle Health Clinical AI Agent. TSSO was founded by five hospitals in the Erie St. Clair region of Southwest Ontario, including Bluewater Health, Chatham-Kent Health Alliance, Erie Shores HealthCare, Hôtel-Dieu Grace Healthcare, and Windsor Regional Hospital, to manage their IT needs. TSSO also provides a variety of innovative solutions to associated health service providers, long-term care homes, hospices, and family health teams. By migrating to OCI's scalable, high-performance infrastructure, TSSO has been able to enhance data security and deliver real-time patient information to clinicians through improved EHR performance and availability. OCI also provides TSSO with the foundation to begin adoption of Oracle Health Clinical AI Agent; a pilot is now underway with select physicians and TSSO plans to expand to more physicians in 2026. "By enhancing our infrastructure resiliency and agility, we can elevate the experience for patients and clinicians and support uninterrupted interoperability and operations across all our facilities," said Lyn Baluyot, CEO, Transform Shared Service Organization. "Leveraging a modern, cloud-based platform enables us to deliver superior service that adapts to our patients' evolving needs. With OCI's stable and redundant environment, we ...

Ontario hospitals cut EHR waits 71% with Oracle cloud and AI note-taking stocktitan.net

Key Points The electric vehicle maker's share price has slumped. However, sales growth could surprise positively in 2026. Profit growth could also surprise as R2 sales accelerate. 10 stocks we like better than Rivian Automotive › Towards the end of 2025, I consistently argued that Rivian Automotive (NASDAQ: RIVN) stock was undervalued. In fact, I called the company my best investment idea for 2026. Shortly afterwards, the stock spiked nearly 80% in value, zooming from $12.50 per share to $22.50 per share. Since those highs, however, shares have slumped back toward their pre-spike price levels -- and off some 33% from their December highs. With shares now priced below $15, there are two reasons why investors should consider picking up more Rivian stock now. 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 » 1. Expect major sales growth in 2026 Much of Rivian's price spike late last year related to the company's newfound position as an artificial intelligence (AI) stock. The company announced in December that it would be staging an aggressive push into self-driving technology. The company outlined a roadmap to achieving full autonomous driving in all its vehicles, a feat supported by the pending manufacture of in-house silicon chips and a next-gen computer. Both of those initiatives are expected to arrive in 2026. Artificial intelligence and self-driving initiatives are huge potential growth drivers. But there's a more near-term growth driver I am keeping my eye on: the imminent launch of Rivian's newest model, the R2. Priced at just $45,000, the R2 finally adds a budget-friendly option to Rivian's lineup. Right now, Rivian only has two models available to purchase -- the R1T and R1S -- both of which can easily cost $100,000 or more depending on options and fees. With most Americans looking to spend le...

Democrats Flip-Flop On ICE Agents And Body Cameras Last week, Senate Minority Leader Chuck Schumer and House Minority Leader Hakeem Jeffries sent a letter to Republican leadership calling for sweeping reforms at the Department of Homeland Security before funding expires on Feb. 13. The letter outlined ten "guardrails" for DHS, including the demand that ICE agents wear body cameras when interacting with the public. REUTERS/Shannon Stapleton While most of the demands on Schumer’s and Jeffries’ list were never going to be agreed to, the use of body cameras by ICE agents has bipartisan support. Even President Donald has voiced support for body cameras, pointing out that they “generally tend to be good for law enforcement because people can't lie about what's happening.” . @POTUS on body cams: "They generally tend to be good for law enforcement because people can't lie about what's happening." https://t.co/LbAeV4YXdL pic.twitter.com/Hy7wBg8dFp — Rapid Response 47 (@RapidResponse47) February 2, 2026 Days later, Democrats reversed course after left-wing privacy advocates raised “concerns” about body cameras becoming a mass surveillance tool . Democrats now fear the technology could feed video of protesters into facial recognition systems, allowing ICE to identify and track demonstrators. “ Obviously, we want them to be wearing body cameras, but we would want restrictions placed on what that information could be used for ,” Sen. Ed Markey (D-Mass.) said. “We want to make sure that we have the accountability for how these officers conduct themselves on the streets of our country, but we don't want it in turn to be used as a way of coming back and suppressing free speech." Lawmakers and activists have accused ICE of using various cameras to surveil protesters by running images through license plate readers and facial recognition systems, and Democrats are now claiming they believe body cameras could serve the same purpose . DHS said its body cameras are not equipped with faci...

Ontario hospitals cut EHR waits 71% with Oracle cloud and AI note-taking Stock Titan

财联社2月9日讯（编辑 牛占林） 高盛分析师最新表示，随着SpaceX、OpenAI和Anthropic等一系列明星企业逐步接近上市，美国股权市场有望在2026年实现IPO活动的强劲复苏，预计募资规模将翻两番，达到创纪录的1600亿美元。 这家华尔街投行还预计，今年美国IPO数量将翻倍至120宗，经济增长改善、美国股市走强以及金融环境趋于宽松，共同提振了企业的上市意愿和投资者的风险偏好。 高盛分析师在上周五发布的研究报告中指出，按绝对募资规模计算，这将是美国历史上IPO募资规模最大的一年。不过，IPO募资额在整体美国股市市值中所占比例仍然较小，反映出过去十年美国股市规模的大幅扩张。 2026年以来，已有12家公司通过IPO募集约50亿美元资金，其中包括AI设备制造商Forgent Power，以及生物制药公司Eikon Therapeutics。与此同时，英伟达的潜在竞争对手——AI芯片制造商Cerebras Systems也在最近一轮后期融资中募集了10亿美元，公司估值达到230亿美元，被视为潜在的上市候选者之一。 高盛指出，从数量上看，软件和医疗健康公司将主导IPO管道；而在募资规模方面，真正拉动整体金额的，将是少数处于后期阶段的大型科技公司和人工智能企业。 投资者关注的焦点集中在几家估值极高的私营公司身上，包括马斯克旗下的SpaceX、人工智能公司Anthropic，以及ChatGPT的开发商OpenAI。这些公司的潜在上市，很可能决定下一轮IPO周期的整体规模与市场基调。 分析师表示，大型私营企业的上市节奏将塑造2026年的IPO市场。在不同情境下，全年IPO募资规模可能介于800亿美元至近2000亿美元之间，而高盛的基准情形预测为1600亿美元。 不过，年初软件股出现的抛售行情，已经凸显出估值方面的风险。高盛警告称，这一点尤为值得关注，因为软件行业约占IPO储备项目的四分之一。 分析师指出，数月来，金融市场因投资者对AI交易的热情而亢奋不已，但上周软件股因担忧快速迭代的AI工具可能颠覆整个行业而暴跌，市场遭遇当头棒喝。 尽管周五大盘反弹缓解了紧张情绪，但处于抛售风暴中心的软件股前景依然扑朔迷离。即便周五反弹2%，期权市场参与者仍对进一步下跌保持高度警惕。 高盛补充称：“股价持续波动以及企业信心变化，是我们预测面临的主要宏观风险；而IPO储备中软件行业占比过...

Eltek ( ELTK ) on Monday said it received orders totaling $12.2 million from a U.S.-based defense customer. The printed circuit board manufacturer said that the products are to be delivered throughout 2026 and 2027 and will subsequently be incorporated as part of a defense project. ELTK +7.10% premarket to $9.05. Source: Press Release More on Eltek Eltek Ltd. (ELTK) Q3 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Eltek Dividend scorecard for Eltek Financial information for Eltek

格隆汇2月9日｜截至去年秋季，XAI每月烧钱超10亿美元。

ProShares has filed with the U.S. Securities and Exchange Commission to launch a new leveraged exchange traded fund aimed at investors seeking amplified exposure to the market’s most influential technology-driven stocks. The proposed ProShares UltraPro Magnificent 7 ETF is designed for bullish investors looking to capitalize on short-term moves in the Magnificent Seven group. According to the filing, the fund seeks daily investment results, before fees and expenses, equal to three times the daily performance of the Magnificent 7 Index. Like other leveraged ETFs, the product is intended for active traders and investors with a high risk tolerance, as returns are reset daily and may diverge significantly from long-term index performance. The underlying index tracks a fixed basket of seven U.S.-based companies spanning the communication services, consumer discretionary, and technology sectors, as defined by the Bloomberg Industry Classification System. The index includes Alphabet ( GOOG )( GOOGL ), Amazon ( AMZN ), Apple ( AAPL ), Meta Platforms ( META ), Microsoft ( MSFT ), NVIDIA ( NVDA ), and Tesla ( TSLA ). Each constituent will be equally weighted, giving the fund balanced exposure across the group rather than concentrating on the largest market-cap names. Moreover, the filing does not currently specify a ticker symbol or management fee. Other Magnificent 7-Focused ETFs: ( MAGS ), ( MAGX ), ( QQQU ), and ( QQQD ). 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

straga/iStock via Getty Images Expand Energy ( EXE ) -2.2% pre-market Monday after saying it appointed its chairman, Michael Wichterich, as interim CEO, effective immediately, succeeding Nick Dell'Osso, who has stepped down as President and CEO and as a director; no explanation was provided for the change. Expand Energy's ( EXE ) board said it has launched a search for a permanent CEO with the assistance of an independent recruitment firm. Wichterich has served as Chairman of Expand Energy's ( EXE ) board since 2021, and was interim CEO for six months in 2021; he is the founder and CEO of Three Rivers Operating Company, a private exploration and production company with a focus in the Permian Basin. Dell'Osso had been Expand Energy's ( EXE ) President and CEO since 2021, after serving as Chesapeake Energy's Executive VP and CFO during 2010-21; before joining Chesapeake in 2008, he was an energy investment banker with Jefferies and Banc of America Securities. Expand Energy ( EXE ) also said it plans to relocate its corporate headquarters to Houston from Oklahoma City and reaffirmed its synergy, capital, and operating outlook for Q4 and FY 2025. More on Expand Energy Expand Energy: 2026 Free Cash Flow Projected At $2 Billion With Weaker Natural Gas Prices (Rating Upgrade) Expand Energy: Strong Positioning For Bullish 2026 Expand Energy: Increases Expected Merger Synergies By $200 Million Per Year

Luis Alvarez Stock index futures were deeply in the red on Thursday as investors digested Alphabet’s earnings beat and assessed the latest labor data. Here are the four stocks to watch on the day: Eli Lilly ( LLY ) shares rose 2.07% in premarket trading after the pharmaceutical giant agreed to acquire biotechnology company Orna Therapeutics for up to $2.4 billion in cash. The deal includes an upfront payment and subsequent payments tied to the achievement of certain clinical development milestones. The acquisition provides Lilly with a broad platform for long-term innovation in genetic medicine and in vivo cell engineering. Novo Nordisk ( NVO ) shares climbed 5.52% in premarket trade after the Danish drugmaker announced it has filed a lawsuit against Hims & Hers (HIMS), accusing the telehealth platform of violating its rights to a key U.S. patent related to its weight loss therapy, semaglutide. Novo Nordisk alleges that HIMS has infringed U.S. Patent 8,129,343 by unlawfully mass-marketing unapproved versions of semaglutide drugs, including its recently launched oral obesity therapy, the Wegovy pill. TotalEnergies ( TTE ) shares edged up 0.41% in premarket trading after the energy company signed two new long-term power purchase agreements to deliver 1 GW of solar capacity to supply Google’s (GOOGL) data centers in Texas. The deal is equivalent to 28 TWh of renewable electricity over 15 years. Apollo Global Management ( APO ) shares climbed 2.55% in premarket trading after the alternative asset manager reported Q4 results reflecting robust lending growth, strengthening management fees, and a jump in principal investing income. Q4 adjusted EPS of $2.47 surged past the average analyst estimate of $2.04 and jumped from $2.17 in Q3 and $2.22 in Q4 2024. More Related Stories Novo Nordisk: There's Plenty Of Value In Avoiding This Stock Novo Nordisk: The Selloff Is A Blessing In Disguise Novo Nordisk A/S (NOVO:CA) Q4 2025 Earnings Call Transcript Apollo Global Q4 earnings be...

(RTTNews) - Edgewell Personal Care Co. (EPC) on Monday revised down its annual guidance to exclude the results from the Feminine Care business, which is reported as discontinued operations following divestiture. For fiscal 2026, Edgewell now expects net income of $0.55 to $0.95 per share, compared with the prior outlook of $1.10 to $1.50 per share. This revised guidance includes restructuring and related costs, Sun Care reformulation, and other costs. Excluding items, earnings are now anticipated to be in the range of $1.70 to $2.10 per share against the previous guidance of $2.15 to $2.55 per share. This reflects a $0.44 per share reduction from classifying the Feminine Care business as discontinued operations. On an annualized basis, this impact could be around $0.20 per share, compared with the company's prior annualized outlook of $0.40 to $0.50 per share impact. Edgewel, however, reaffirmed its annual net sales growth guidance of around 0.5% to 3.5%. The drug maker projects annual capital expenditures of around 3% to 3.5% of sales. On February 5, the Board declared a quarterly cash dividend of $0.15 per share for the first quarter of fiscal 2026. The dividend will be paid on April 8, to shareholders on record March 6. EPC was down by 2.98% at $20.13 in the pre-market trade on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Amazon Stock (AMZN) Opinions on Q4 Earnings and AI Capex Guidance Quiver Quantitative

NVIDIA Stock (NVDA) Opinions on CEO Jensen Huang's AI Buildout Forecast Quiver Quantitative

格隆汇2月9日｜美元兑加元USD/CAD跌破1.36，日内跌0.42%。

Jack Henry & Associates ( JKHY ) declared $0.61/share quarterly dividend , 5.2% increase from prior dividend of $0.58. Forward yield 1.41% Payable March 25; for shareholders of record March 5; ex-div March 5. See JKHY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Jack Henry & Associates Jack Henry & Associates, Inc. (JKHY) Q2 2026 Earnings Call Transcript Jack Henry & Associates: Reliable Compounder, Solid Outlook Jack Henry & Associates, Inc. (JKHY) Presents at 53rd Annual Nasdaq Investor Conference Transcript Jack Henry outlines 6.4%-7.1% revenue growth outlook for fiscal 2026 amid strong core wins and margin expansion

TORONTO, Feb. 09, 2026 (GLOBE NEWSWIRE) -- NexGold Mining Corp. (TSXV: NEXG; OTCQX: NXGCF) (“NexGold” or the “Company”) announces that the Board of Directors of the Company has approved grants of 671,742 Restricted Share Units (RSUs) and 348,607 Deferred Share Units (DSUs) to officers and non-executive directors under its 2024 Omnibus Equity Incentive Plan, as amended, in line with TSX Venture Exchange policies. The RSUs and DSUs vest in three equal tranches starting one year from the grant date. Each unit converts to one common share of the Company upon settlement in accordance with the Plan. The grants aim to align leadership interests with shareholders, recognize contributions and support long-term retention and performance. About NexGold Mining Corp. NexGold is a gold-focused company with assets in Canada and Alaska. NexGold’s Goldboro Gold Project is located in Nova Scotia. The Goliath Gold Complex (which includes the Goliath, Goldlund and Miller deposits) is located in Northwestern Ontario. NexGold also owns several other projects throughout Canada, including the Weebigee-Sandy Lake Gold Project JV, and grassroots gold exploration property Gold Rock. In addition, NexGold holds a 100% interest in the high-grade Niblack copper-gold-zinc-silver VMS project, located adjacent to tidewater in southeast Alaska. NexGold is committed to inclusive, informed and meaningful dialogue with regional communities and Indigenous Nations throughout the life of all our projects and on all aspects, including creating sustainable economic opportunities, providing safe workplaces, enhancing of social value, and promoting community wellbeing. Contact: Kevin Bullock President & CEO (647) 388-1842 kbullock@nexgold.com Orin Baranowsky Chief Financial Officer (647) 697-2625 obaranowsky@nexgold.com Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of th...

Taiwan's vice-premier has ruled out relocating 40 percent of the country's semiconductor production to the US, calling the Trump administration's goal "impossible." In an interview broadcast on the CTS channel, vice premier Cheng Li-chiun said she made clear to US officials that Taiwan's semiconductor ecosystem cannot be moved and its most advanced technologies will remain domestic. "When it comes to 40 or 50 percent of production capacity being moved to the United States... I have made it very clear to the US side that this is impossible," she said, according to The Straits Times. Cheng led Taiwan's January's trade delegation to Washington, which secured reduced US tariffs on Taiwanese goods - from 20 percent to 15 percent - in exchange for increased investment into America's tech sector. At the time, US commerce secretary Howard Lutnick told CNBC the deal aimed to relocate 40 percent of Taiwan's entire chip manufacturing and production capacity to America. A Department of Commerce release cast the agreement as a "massive reshoring of America's semiconductor sector." Taiwan, which produces more than 60 percent of global semiconductors and roughly 90 percent of the world's most advanced chips, insists it gained this leadership position by investing in the tech when other countries didn't. Former Intel chief Pat Gelsinger supports this view, publicly stating a couple of years ago that countries like Korea, Taiwan, and China put in place long-term industrial policies and investment in chipmaking, while the US and European nations failed to do the same. Cheng reiterated this in her interview, saying that "an industrial ecosystem built up over decades cannot be relocated." Taiwan views its semiconductor dominance as strategic defense against Chinese aggression. Beijing claims Taiwan as its territory and threatens reunification by force if necessary. Even Lutnick acknowledged this "silicon shield" dynamic last year, noting China's open ambitions: "We need their silicon, ...

Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere theregister.com

Luis Alvarez/DigitalVision via Getty Images Like many software companies, shares of Workday ( WDAY ) have been pummeled - the stock has declined 25% year-to-date (and it is only February!), is down 41% over the past year, and is down 48% from its all-time high in early 2024. I last covered Workday in November of 2022 after shares had declined 50% during the 2022 tech wreck selloff. I decided to revisit the story as while Workday's absolute share price is up 20% since my last write-up, its forward free cash flow multiple has compressed from 22x to just 14x today despite Workday having achieved strong results over the past three years. The death of software narrative has caused investors to indiscriminately sell dump shares of software companies, seemingly irrespective of price which I believe has created an attractive opportunity in shares of Workday. 5 Reasons I am Buying Workday shares While the death of software narrative has clearly been driving the behavior of stock market participants lately, as a long-term investor, I am excited to be able to purchase a high-quality, fast-growing business like Workday at a very attractive valuation. Below I highlight five reasons I am buying the stock. Workday CEO on Client Behavior (Workday 2025 Investor Day Transcript from Seeking Alpha) Organizational behavior & incentives favor incumbent software providers of mission-critical ERP (enterprise resource planning) software like Workday. Long-term enterprise software decision-making at large companies is about finding a trusted platform that can provide secure, consistent, scalable solutions for the next decade plus. It isn't about the latest technical capabilities of the software/application (though these tend to be integrated with the incumbent system over time). It is almost never about the lowest-cost option - consider that open-source software, which has been around for decades and is essentially free, has never gotten much traction in displacing comparatively expensive so...

美元指数跌破97 2026-02-09 22:01:02 来源： 同花顺7x24快讯 分享 文章提及标的 美元指数 -- 美元指数跌破97，日内跌0.6494%，现报96.9990。

Mercari, Inc. press release ( MCARY ): 2H GAAP EPS of ¥ 62.63. Revenue of ¥ 106B. More on Mercari, Inc. Seeking Alpha’s Quant Rating on Mercari, Inc. Historical earnings data for Mercari, Inc. Financial information for Mercari, Inc.

Posts from this author will be added to your daily email digest and your homepage feed. Discord announced on Monday that it’s rolling out age verification on its platform globally starting next month, when it will automatically set all users’ accounts to a “teen-appropriate” experience unless they demonstrate that they’re adults. Users who aren’t verified as adults will not be able to access age-restricted servers and channels, won’t be able to speak in Discord’s livestream-like “stage” channels, and will see content filters for any content Discord detects as graphic or sensitive. They will also get warning prompts for friend requests from potentially unfamiliar users, and DMs from unfamiliar users will be automatically filtered into a separate inbox. Direct messages and servers that are not age-restricted will continue to function normally, but users won’t be able to send messages or view content in an age-restricted server until they complete the age check process, even if it’s a server they were part of before age verification rolled out. Savannah Badalich, Discord’s global head of product policy, said in an interview with The Verge that those servers will be “obfuscated” with a black screen until the user verifies they’re an adult. Users also won’t be able to join any new age-restricted servers without verifying their age. Previous Next 1 / 2 Unverified users won’t be able to enter age-restricted servers. Image: Discord Discord’s global age verification launch is part of a wave of similar moves at other online platforms, driven by an international legal push for age checks and stronger child safety measures. This is not the first time Discord has implemented some form of age verification, either. It initially rolled out age checks for users in the UK and Australia last year, which some users figured out how to circumvent using Death Stranding’s photo mode. Badalich says Discord “immediately fixed it after a week,” but expects users will continue finding creative...

pingingz/iStock via Getty Images No Need To Be Afraid Of Credo's Dip Since my most recent call on Credo Technology ( CRDO ) in January, the stock has managed to drop by ~26%, seemingly mimicking the weakness in the ( QQQ ), although the more related market niches, such as semiconductors - ( SOXX ) and ( SOXQ ) - are up 6% and 5.34%, respectively, over the same period. Data by YCharts Seeing this kind of massive movement in just a single month, and keeping in mind that the firm reports shortly, I thought it would be great to update my thesis with the main focus on what's changed and what's coming next for CRDO. I don't think CRDO's correction can be explained by the business' fundamental deterioration. What's likely happening is more about taking profits rather than punishing for an upcoming slowdown in Credo's business momentum. I believe the market has just given tech-focused GARP investors a nice opportunity to load up on CRDO stock about 3 weeks ahead of its earnings release (expected on March 4th, 2026, according to Seeking Alpha). I expect to see yet another strong print from Credo and, subsequently, a strong reaction to the results, likely recovering most of the lost momentum from recent weeks. Previewing The Upcoming Q3 Earnings It's hard to see what exactly caused the stock's massive correction lately because I couldn't find a reasonable explanation on the side of the firm's fundamentals. No major corporate news, no investigations, nothing of this kind. Yes, the stock had a large premium put on its forward valuation, but as I wrote multiple times before, Credo seemed to deserve the price tag thanks to its superior growth rates in general. Anyway, I see a couple of reasons. First, the seasonality factor. The 1st calendar quarter has been the weakest for CRDO's price action since 2022. For example, in February, March, and April, the stock had positive returns in only 50%, 0%, and 25% of years, respectively. Seeking Alpha, CRDO's seasonality So, many investors ...

Michael M. Santiago/Getty Images News I previously covered Philip Morris ( PM ) in November 2025, discussing why it paid to be patient, with the stock's prior corrections already triggering an improved margin of safety for those looking to add, as observed in the more reasonable valuations and the bottoming technical indicators. Combined with the renewed growth opportunities arising from the promising smoke-free portfolio and the dividend hike, I had upgraded the stock to a Buy then. In this article, I shall discuss why I am reiterating my Buy rating for the PM stock, with the robust volumes/pricing growth tailwinds in the smoke-free segment and the excellent price elasticity of its combustible segment already underscoring its successful, well-diversified tobacco investment thesis. This is significantly aided by the promising insights from the management's multi-year growth guidance, the healthier balance sheet, and the secure, decent dividend investment thesis. PM Monetizes Next-Gen Tobacco Offerings PM 1Y Stock Price ( TradingView) Since my last Buy article, PM has indeed charted an impressive rally, with a similar uptrend also observed in numerous value/dividend-oriented stocks, including its peers in the tobacco, telecom, and REIT sectors, in varying degrees. Much of their tailwinds are attributed to the notable market rotation during the prior AI-related valuation fears and elevated debt fears after the Q3'25 earnings season, worsened by the near-term macroeconomic uncertainty arising from the slower hiring growth/lower unemployment rates against the persistently elevated inflationary pressure reported in January 2026. Combined with the increased likelihood of a consecutively paused Fed rate cut in the upcoming FOMC meeting in March 2026, it is unsurprising that investors have already flocked to these sectors, as similarly observed in PM's recent rally of +26.4% since the November 2025 bottom. PM's Successful Smoke-Free Business (PM) PM's investment thesis has ...