Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. OVHcloud has introduced a new global Bare Metal 2026 dedicated server line built on AMD Ryzen and EPYC processors. The servers target workloads such as machine learning, big data processing, and large scale virtualization. AMD and GIGABYTE are expanding their partnership to focus...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. OVHcloud has introduced a new global Bare Metal 2026 dedicated server line built on AMD Ryzen and EPYC processors. The servers target workloads such as machine learning, big data processing, and large scale virtualization. AMD and GIGABYTE are expanding their partnership to focus on device AI across CPUs, motherboards, gaming laptops, and monitors. Advanced Micro Devices (NasdaqGS:AMD) is seeing its technology used more widely, from cloud data centers to consumer hardware. The stock trades around $208.44, with a 1 year return of 88.7% and a 5 year return of 122.3%, which puts recent 7 day and year to date declines into context. For investors, these developments illustrate how AMD is tying its brand to both cloud infrastructure and high performance PCs. These announcements indicate that AMD is positioning its platforms for AI workloads closer to where data is created, whether that is in a server rack or a gaming laptop. As cloud providers and hardware partners roll out their next product cycles, investors can observe how much of that hardware stack incorporates AMD platforms and accelerators. Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Feb 2026 How Advanced Micro Devices stacks up against its biggest competitors For AMD, the OVHcloud server rollout and deeper GIGABYTE tie-up show its CPUs and GPUs being picked for both high density cloud racks and AI-focused consumer PCs, right where Nvidia and Intel are also competing hard. OVHcloud putting Ryzen and EPYC at the center of its Bare Metal 2026 line across Europe, North America, and APAC aligns with AMD's recent data center traction. GIGABYTE's AI PCs and gaming gear keep the Ryzen and Radeo...
Nancy Guthrie search enters its second week as a purported deadline looms toggle caption Rebecca Noble/Getty Images The search for Today Show co-host Savannah Guthrie's mother is now in its second week. Over the weekend, the Guthrie family said they have received a message from the people who say they took Nancy Guthrie from her home in Arizona. Local police and the FBI say they're following leads...
Nancy Guthrie search enters its second week as a purported deadline looms toggle caption Rebecca Noble/Getty Images The search for Today Show co-host Savannah Guthrie's mother is now in its second week. Over the weekend, the Guthrie family said they have received a message from the people who say they took Nancy Guthrie from her home in Arizona. Local police and the FBI say they're following leads and sifting through evidence for any hint that might lead them to the 84-year-old Guthrie. But so far, they say, they have no suspects. And the FBI acknowledges that a ransom note sent to local media includes demands with a deadline of Monday evening. Here are the latest events in the case, and a recap of what we know so far: Sponsor Message Family posted a video on Saturday Savannah Guthrie posted a video message on Instagram Saturday afternoon in which she spoke directly to the people who took her mother. "We received your message and we understand," she said. "We beg you now to return our mother to us so that we can celebrate with her." Sitting with her older siblings, brother Camron and her sister Annie, Guthrie went on to say that getting Nancy Guthrie back is the only way her family will have peace. "This is very valuable to us, and we will pay," she added. Annie and Camron did not speak in the roughly 20-second video. The dire message emerged one week after Nancy Guthrie's family last saw her. toggle caption Reports of ransom notes, with a Monday deadline Multiple reports have emerged of ransom notes being sent to local media. One station, KGUN, said they received a ransom note that demanded $6 million by Monday evening. The station says they shared the message with law enforcement. Police have not publicly confirmed details about any ransom demands, saying that they are pursuing all potential leads in the case. The FBI, which is working with the local sheriff's department on the case, says the question of whether to pay a ransom is up to the Guthries. Sponsor Messa...
czarny_bez/iStock via Getty Images When the AUM tail wags the investment acumen dog, the risk of failure is very high Some covered call ETFs have already failed the test. Why? For the same reason any of them does. Because they are not built for defense. They are built to convert some level of total return into an income stream. I've written a lot about covered call ETFs over the years here. My vie...
czarny_bez/iStock via Getty Images When the AUM tail wags the investment acumen dog, the risk of failure is very high Some covered call ETFs have already failed the test. Why? For the same reason any of them does. Because they are not built for defense. They are built to convert some level of total return into an income stream. I've written a lot about covered call ETFs over the years here. My view on them has evolved, as they have gone from a nice niche to an asset explosion. For investors of a certain age, they are akin to meme stocks. Some people cannot get enough of them. So much so that I regularly see people on social sites bragging about how "diversified" their income portfolio is because they own 5-10 covered call ETFs or more. To all of this I say 3 things: 1. Slow down. 2. Understand what you own. 3. Also understand that the "golden age" of these products may be ending. Quickly. Because they have been the beneficiary of a historically strong stock market. That has masked their risks. And yes, I know from responding to several hundred comments on this subject over the years that many investors understand the risks. And that many of them say they are comfortable with them. My goal is NEVER to tell someone else what to do with their money. I was a fiduciary advisor for 27 years, and that WAS my job for my clients. During that career, I also managed 3 mutual funds. And that aspect of my work back then is more akin to what we analysts do here. We talk about what we do and why. But everyone does their own thing. I didn't tell investors to buy my funds or managed portfolios. I only asked them to consider if it made sense to them. To take note of them as part of their overall process. This is not sales; it's content. Big difference. So if you love covered call ETFs, more power to you. But if you love them for the wrong reasons, then this article might be very eye-opening. Because I'm going to follow on the multiple articles I've written about particular covered ca...
Alexander Farnsworth/iStock Editorial via Getty Images Spotify ( SPOT ) will report its results for the fourth quarter on Tuesday, before market opens. Wall Street expects the audio streaming platform to post earnings per share of $3.30 on revenue of $5.37 billion, representing year-over-year growth of about 28%. During the quarter, Spotify focused on monetization and engagement, leaning on subscr...
Alexander Farnsworth/iStock Editorial via Getty Images Spotify ( SPOT ) will report its results for the fourth quarter on Tuesday, before market opens. Wall Street expects the audio streaming platform to post earnings per share of $3.30 on revenue of $5.37 billion, representing year-over-year growth of about 28%. During the quarter, Spotify focused on monetization and engagement, leaning on subscription price increases across multiple markets to support profitability. User growth and engagement remained strong, aided by expansion into video and audiobooks. The company rolled out music videos for premium users in the United States and Canada and broadened its video-podcast push, including a distribution partnership with Netflix. Spotify also extended its global branding partnership with FC Barcelona. Strategically, the company is repositioning for its next phase with founder Daniel Ek as Executive Chairman, with management emphasizing margins, emerging-market expansion, and a wider content ecosystem. Spotify expanded advertising reach and creator distribution, but the quarter also featured operational and competitive pressures, including a global service outage and continued rivalry with major technology platforms. According to Alpha’s Quant Rating system, SPOT is rated Hold with an overall score of 2.73 out of 5, reflecting an A grade in terms of growth but has a D- in terms of valuation. An analyst at Seeking Alpha maintained a bullish long-term view on Spotify despite recent share weakness, saying the stock’s valuation reflects expectations of sustained growth and margin expansion, while highlighting pricing, advertising, and margin improvement as key drivers. The analyst noted that Spotify is “well-positioned for long-term compounding,” adding that “key levers include premium price hikes, improved ad monetization, and incremental gross margin gains from vertical integration and marketplace strategy.” Over the past three months, EPS estimates have seen seven upwar...
TPVG Investor Almost Making It To Breakeven....Almost DNY59/iStock via Getty Images In our previous coverage of TriplePoint Venture Growth BDC Corp. ( TPVG ), we gave you all the reasons that we would continue to stay away from this fascinating BDC. The "high-yield ergo buy" did not feature anywhere in our analysis. Nor did we go with earnings numbers presented in the reports. Instead, we looked a...
TPVG Investor Almost Making It To Breakeven....Almost DNY59/iStock via Getty Images In our previous coverage of TriplePoint Venture Growth BDC Corp. ( TPVG ), we gave you all the reasons that we would continue to stay away from this fascinating BDC. The "high-yield ergo buy" did not feature anywhere in our analysis. Nor did we go with earnings numbers presented in the reports. Instead, we looked at true cash flow coverage and focused on the challenges ahead. If you sat out, you did not lose anything. Seeking Alpha Of course the bulls have pointed out that the new distribution looks sustainable and the BDC is trading well below NAV. Do these factors make it a buy? Let's see the most recent results and go over what we see as hurdles for the BDC. 1) Payment-In-Kind (PIK) Remains A Major Problem Last time we highlighted how the PIK remained a major force in the total investment income and net investment income. The $5.25 million formed 46% of the net investment income in Q2-2025. 10-Q The Q3-2025 quarter showed a modest improvement in the PIK amount (dropping from $5.25 million to $4.80 million). But as a percentage of net investment income, this percentage remained stubbornly high at 46.5%. Q3-2025 10-Q Put a different way, cash net investment income was just 13.6 cents a share, falling well short of the 23 cents of quarterly distribution. Of course, cash flow does not matter to those looking at the cash dropping in their bank accounts. As long as the company pays, no one cares. In TPVG's case, there were several red flags well before they actually cut the distribution previously. The market ignored them, and only in the last two years started putting a decisively lower price on the tangible book multiple of this company. Data by YCharts That said, we would still be ready to give this a relative passing grade, based on the tangible book multiple, if there were no other worries. 2) Refinancing 2026 Notes Should Knock Out A Lot Of Net Income TPVG's capital structure is l...
Bank of America thinks that the stock market’s “easy” leadership era is buckling, and it’s not because the economy is suddenly falling apart. In a Friday note reported by Business Insider, Michael Hartnett’s team argued that the early-2020s era, when Big Tech (and the Magnificent 7) could do no ...
Bank of America thinks that the stock market’s “easy” leadership era is buckling, and it’s not because the economy is suddenly falling apart. In a Friday note reported by Business Insider, Michael Hartnett’s team argued that the early-2020s era, when Big Tech (and the Magnificent 7) could do no ...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The weight-loss drug war takes a sharp turn. Novo Nordisk rebounds as Hims & Hers pulls a copycat version of its Wegovy weight-loss drug. Plus, Alphabet borrows fifteen billion dollars—-as the AI boom accelerates. Meanwhile, China urges banks to cut Treasury exposure, Goldman warns traders to buck...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The weight-loss drug war takes a sharp turn. Novo Nordisk rebounds as Hims & Hers pulls a copycat version of its Wegovy weight-loss drug. Plus, Alphabet borrows fifteen billion dollars—-as the AI boom accelerates. Meanwhile, China urges banks to cut Treasury exposure, Goldman warns traders to buckle up, and Apollo shatters lending records. Plus—an American activist takes on Swiss icon Swatch, and Edgewell’s President and CEO breaks down the quarter. (Source: Bloomberg)
Key Points Make sure you understand the costs you might face. Make certain you'll have access to good healthcare. Don't underestimate the importance of a social network. The $23,760 Social Security bonus most retirees completely overlook › For some people, retirement offers a prime opportunity to relocate. If you're no longer tethered to a job, you may have the option to move someplace where the w...
Key Points Make sure you understand the costs you might face. Make certain you'll have access to good healthcare. Don't underestimate the importance of a social network. The $23,760 Social Security bonus most retirees completely overlook › For some people, retirement offers a prime opportunity to relocate. If you're no longer tethered to a job, you may have the option to move someplace where the weather is warmer and there are more amenities to enjoy. But it's important to approach that process strategically. Here are three questions to ask yourself before you relocate in retirement. 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 » 1. What will my total cost of living be? It's important to manage your money carefully in retirement, especially if you get the bulk of your income from Social Security. Before you relocate, do plenty of research to see what your total living costs might be in a new locale. Some factors to account for include: State income taxes Whether Social Security benefits are taxes Housing prices Property taxes Insurance costs Florida, for example, tends to be a popular destination for retirees. But insurance costs in the Sunshine State can be very high, so make sure you have the income and savings to support that if Florida is where you're headed. 2. How will this move affect my access to healthcare? As you age, your healthcare needs might change. It's important to make sure you have access to good healthcare systems if you relocate. And that includes access to comprehensive and affordable Medicare plans. One thing to keep in mind is that some areas that offer great climate and amenities may not have the best healthcare networks in place. The Motley Fool's 2026 Best Places to Retire report found that Fort Lauderdale ranked No. 1 overall. But while it got very high marks for quality of life, it didn't score very well on healthcare...
Roman Nurutdinov/iStock Editorial via Getty Images A dearth of new models coupled with rebates to compete with Chinese rivals could see Li Auto’s ( LI ) sales drop 10% and profits evaporate in 2026, leading J.P. Morgan to downgrade the automaker to Underperform from Neutral and lower its price target by 22% to $14. “Our primary reservation on Li Auto is a lack of major new models this year when co...
Roman Nurutdinov/iStock Editorial via Getty Images A dearth of new models coupled with rebates to compete with Chinese rivals could see Li Auto’s ( LI ) sales drop 10% and profits evaporate in 2026, leading J.P. Morgan to downgrade the automaker to Underperform from Neutral and lower its price target by 22% to $14. “Our primary reservation on Li Auto is a lack of major new models this year when competitors are launching [extended range EVs] and BEVs that overlap with Li’s existing offerings,” writes J.P. Morgan’s Nick Lai. To address competitive pressures, Li ( LI ) is currently offering rebates of RMB 20-30K and discounts on its models. The potential impact on the company’s top-line coupled with price cuts, incentives, and input cost inflation, could cost Li Auto ( LI ) its fragile profitability and ultimately, a further correction in its share price (currently down 31% year-over-year). Cost pressures are not just isolated to Li Auto ( LI ), however, as Lai anticipates bottom-line pressure across the EV industry from higher prices for lithium, copper, and storage chips. Spot prices for these have risen by 30% to 50% recently, and cost pressure will likely start to kick in across the supply chain into the second quarter of this year, Lai predicts. Accordingly, Lai cut earnings estimates for key OEMs in 2026, including BYD ( BYDDY ) ( BYDDF ), Great Wall, Nio ( NIO ), Xpeng ( XPEV ), Leapmotor, and Li Auto ( LI ). On the flip side, by accelerating production in overseas markets, extending distribution networks further, and increasing product offerings, Chinese OEMs should mitigate tariff headwinds and the European Union’s anti-dumping price policy. J.P. Morgan’s downgrade of Li Auto ( LI ) is weighing on shares, leading to a 3% loss in the share price on Monday. More on Li Auto Li Auto: Deep-Value Buy Supported By Robust Backlog And Expanding Capacity Li Auto: Potential To Double If Margin Issues Are Resolved Li Auto Inc. (LI) Q3 2025 Earnings Call Transcript Short i...
Lyft launched teen accounts on Monday, a product that allows minors as young as 13 to hail a ride without an adult in 200 U.S. cities, including Atlanta, Boston, Chicago, and New York. The official launch comes two weeks after Lyft CEO David Risher announced on X plans to open the ride-hailing service to teenagers. Like its rival Uber, which also offers teen accounts, the new Lyft service comes wi...
Lyft launched teen accounts on Monday, a product that allows minors as young as 13 to hail a ride without an adult in 200 U.S. cities, including Atlanta, Boston, Chicago, and New York. The official launch comes two weeks after Lyft CEO David Risher announced on X plans to open the ride-hailing service to teenagers. Like its rival Uber, which also offers teen accounts, the new Lyft service comes with a number of guardrails. Only a parent or guardian can create a teen account, according to Lyft. Drivers who are matched with these underage passengers must meet additional criteria and pass yearly background checks. Teens can also bring guests along for the ride, as long as the parent has given permission, according to Lyft. Lyft has also baked in features like PIN verification, audio recording, and real-time tracking to allow parents to see where their teen is during their ride. Parents who want to sign up their teen can go to the app, select their profile at the bottom right of the screen, then tap ‘Lyft Teen.’ From here, parents can enter the teen’s contact info and add a shared payment method to cover teen rides. Once confirmed, the teen will receive a text message with a unique sign-up link. Lyft is playing catch-up with Uber and even Waymo, which offers teen accounts in its robotaxi service area in Phoenix. Uber tested teen accounts as early as 2017, but didn’t roll out a commercial product until spring 2024 in more than a dozen cities in the U.S. and Canada. Uber has since added numerous other U.S. markets, as well as dozens of other countries. Last year, Uber started testing out teen accounts in several cities in India, as well. Lyft’s new teen account is one of numerous new products and expansions that Risher has introduced at the company since he took the CEO spot. Lyft has made a handful of autonomous vehicle partnerships, including with May Mobility, Austrian manufacturer Benteler and Holon, Tensor Auto, and autonomy provider Mobileye. The company has also pu...
"We did kind of put the asking price up ever so slightly because it's such a desirable kind of famous home, but it's not by much at all as we still wanted to keep it really realistic.
"We did kind of put the asking price up ever so slightly because it's such a desirable kind of famous home, but it's not by much at all as we still wanted to keep it really realistic.
There is a whole shady industry for people who want to monitor and spy on their families. Multiple app makers promote and advertise their software — often referred to as stalkerware — to jealous partners who can use these apps to access their victims’ phones remotely. Yet, despite how sensitive this personal data is, an increasing number of these companies are losing huge amounts of it. According ...
There is a whole shady industry for people who want to monitor and spy on their families. Multiple app makers promote and advertise their software — often referred to as stalkerware — to jealous partners who can use these apps to access their victims’ phones remotely. Yet, despite how sensitive this personal data is, an increasing number of these companies are losing huge amounts of it. According to TechCrunch’s ongoing tally, including the most recent data spill involving uMobix, there have been at least 27 stalkerware companies since 2017 that are known to have been hacked, or leaked customer and victims’ data online. That’s not a typo. Dozens of stalkerware companies have either been hacked or had a significant data exposure in recent years. And at least four stalkerware companies were hacked multiple times. The makers of uMobix and associated mobile tracking apps, like Geofinder and Peekviewer, are the latest stalkerware provider to expose sensitive customer data, after a hacktivist scraped the payment information of more than 500,000 customers and published them online. The hacktivist said they did this as a way to go after stalkerware apps, following in the footsteps of two groups of hacktivists who broke into Retina-X and FlexiSpy almost a decade ago. The uMobix data leak comes after last years’ breach of Catwatchful, which was used to compromise the phone data of at least 26,000 victims. Catwatchful was just one of several stalkerware incidents in 2025, which included SpyX, and the data exposures of Cocospy, Spyic, and Spyzie surveillance operations, which left messages, photos, call logs, and other personal and sensitive data of millions of victims exposed online, according to a security researcher who found a bug that allowed them to access that data. Prior to 2025, there were at least four massive stalkerware hacks in 2024. The last stalkerware breach in 2024 affected Spytech, a little-known spyware maker based in Minnesota, which exposed activity logs fr...
The iBuying leader could be an undervalued growth stock. Opendoor (OPEN +1.74%), the largest instant home-buyer (iBuyer) in America, saw its stock close at a record high of $35.88 per share on Feb. 11, 2021. Today, it trades at just $5 with a market cap of $4.65 billion -- which values it at less than one times this year's sales. Let's see why its stock is trading at bargain-basement valuations --...
The iBuying leader could be an undervalued growth stock. Opendoor (OPEN +1.74%), the largest instant home-buyer (iBuyer) in America, saw its stock close at a record high of $35.88 per share on Feb. 11, 2021. Today, it trades at just $5 with a market cap of $4.65 billion -- which values it at less than one times this year's sales. Let's see why its stock is trading at bargain-basement valuations -- and if it's worth buying right now. Why did Opendoor's stock drop? Opendoor uses its AI algorithms to make instant cash offers for homes. It fixes them up and relists them on its own marketplace. That business model thrives when interest rates are low and the housing market is hot, but it shrivels when interest rates spike. Opendoor's revenue surged during the post-pandemic housing boom. But from 2022 to 2024, its revenue plunged from $15.6 billion to $5.2 billion, its number of homes bought dropped from 34,962 to 14,684, and its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin fell from negative 1.1% to negative 2.8%. That jarring slowdown can be attributed to the Federal Reserve's 11 consecutive interest rate hikes in 2022 and 2023, which quickly chilled the red-hot housing market. In the first nine months of 2025, Opendoor's revenue declined another 11% year over year to $3.6 billion, while it purchased only 6,535 homes. However, its adjusted EBITDA margin improved to negative 1.1% as it trimmed its workforce and reined in its expenses. Expand NASDAQ : OPEN Opendoor Technologies Today's Change ( 1.74 %) $ 0.09 Current Price $ 4.96 Key Data Points Market Cap $4.7B Day's Range $ 4.71 - $ 5.01 52wk Range $ 0.51 - $ 10.87 Volume 741K Avg Vol 85M Gross Margin 8.01 % Why could it be an undervalued turnaround play? Opendoor doesn't expect the housing market to warm up anytime soon, even after the Fed cut its benchmark rate six consecutive times in 2024 and 2025. For 2025, analysts expect its revenue to decline 18% to $4.2 billion, with a...
Key Points SOXL and QLD both use daily leverage resets, but SOXL amplifies semiconductor sector moves while QLD targets the broader tech-heavy Nasdaq-100. SOXL saw a 103.9% one-year return as of Feb. 4, 2026, but with a much deeper five-year drawdown and higher volatility than QLD. QLD is slightly more expensive and less concentrated in pure technology, with greater diversification across communic...
Key Points SOXL and QLD both use daily leverage resets, but SOXL amplifies semiconductor sector moves while QLD targets the broader tech-heavy Nasdaq-100. SOXL saw a 103.9% one-year return as of Feb. 4, 2026, but with a much deeper five-year drawdown and higher volatility than QLD. QLD is slightly more expensive and less concentrated in pure technology, with greater diversification across communication services and consumer cyclicals. 10 stocks we like better than ProShares Trust - ProShares Ultra Qqq › Direxion Daily Semiconductor Bull 3X Shares (NYSEMKT: SOXL) and ProShares - Ultra QQQ (NYSEMKT: QLD) both offer leveraged exposure to high-growth tech themes. Still, SOXL is narrowly focused on semiconductors with triple daily leverage, while QLD delivers double leverage to the broader Nasdaq-100. Both funds are designed for aggressive traders seeking amplified returns from technology-driven markets, but they differ in sector focus, leverage level, and risk characteristics. This comparison explores their costs, recent performance, risk profiles, liquidity, and portfolio makeup to help clarify which ETF aligns better with different risk appetites. Snapshot (cost & size) Metric SOXL QLD Issuer Direxion ProShares Net expense ratio 0.75% 0.95% 1-yr return (as of 2026-02-04) 103.9% 20.6% Dividend yield 0.4% 0.2% Beta 5.12 2.28 AUM $13.8 billion $10.2 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. SOXL is marginally more affordable on an annual basis, while QLD charges a higher fee and offers a lower dividend yield. The yield difference is minimal, but SOXL’s lower cost may appeal to price-sensitive traders. Performance & risk comparison Metric SOXL QLD Max drawdown (5 y) -90.6% -64.6% Growth of $1,000 over 5 years $1,586 $2,146 What's inside QLD tracks the daily performance of the Nasdaq-100 with two times leverage, offering exposure to ...
The S&P 500 Index ($SPX) (SPY) today is up +0.46%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.09%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.61%. March E-mini S&P futures (ESH26) are up +0.50%, and March E-mini Nasdaq futures (NQH26) are up +0.62%. Stock indexes recovered from early losses today and turned higher after chip makers and AI-infrastructure stocks rebounded. Also, min...
The S&P 500 Index ($SPX) (SPY) today is up +0.46%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.09%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.61%. March E-mini S&P futures (ESH26) are up +0.50%, and March E-mini Nasdaq futures (NQH26) are up +0.62%. Stock indexes recovered from early losses today and turned higher after chip makers and AI-infrastructure stocks rebounded. Also, mining stocks are climbing today, with the price of gold up more than 1% and silver prices jumping more than 6%. The markets are awaiting this week’s monthly US reports on jobs and inflation to gauge the sustainability of economic growth. Join 200K+ Subscribers: Stocks initially moved lower today after technology stocks fell. Also, rising US bond yields pressured stocks after Chinese regulators told banks to scale back their holdings of US debt, reviving worries over the haven status of US assets. However, T-note yields fell back from their highs on dovish comments from National Economic Council Director Hassett, who said we should expect slightly lower US job numbers, citing slower population growth and higher productivity. The 10-year T-note yield is up +2 bp to 4.22%. The markets this week will focus on corporate earnings results and economic news. On Tuesday, the Q4 employment cost index is expected to rise by 0.8%. Also, Dec retail sales are expected to climb by +0.4% m/m and +0.4% m/m ex-autos. On Wednesday, Jan nonfarm payrolls are expected to climb +69,000, and the Jan unemployment rate is expected to remain unchanged at 4.4%. Also, Jan average hourly earnings are expected to rise by +0.3% m/m and +3.7% y/y. On Thursday, initial weekly unemployment claims are expected to fall by -7,000 to 224,000. Also, Jan existing home sales are expected to decline by -3.5% m/m to 4.20 million. On Friday, Jan CPI is expected up +2.5% y/y and Jan core CPI is expected up +2.5% y/y. Q4 earnings season is in full swing, as more than half of the S&P 500 companies have reported earnings re...
This article first appeared on GuruFocus. OpenAI (OPENAI) CEO Sam Altman says ChatGPT has found its growth rhythm again, telling employees the chatbot is back to growing at more than 10% a month, even as competition in AI chat heats up. According to CNBC, Altman shared the update in an internal Slack message on Friday. He also said OpenAI plans to ship an updated Chat model this week and noted tha...
This article first appeared on GuruFocus. OpenAI (OPENAI) CEO Sam Altman says ChatGPT has found its growth rhythm again, telling employees the chatbot is back to growing at more than 10% a month, even as competition in AI chat heats up. According to CNBC, Altman shared the update in an internal Slack message on Friday. He also said OpenAI plans to ship an updated Chat model this week and noted that Codex, the company's coding assistant, has jumped about 50% in just the past week. ChatGPT is now estimated to have roughly 800 million weekly active users. The timing wasn't accidental. The update came just ahead of Super Bowl LX, where Microsoft (NASDAQ:MSFT) backed OpenAI and Amazon (NASDAQ:AMZN) backed rival Anthropic both ran ads. Anthropic used its spot to poke at OpenAI's move toward ads in ChatGPT, while OpenAI highlighted Codex instead.