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 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.

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...

It could take more than two decades — and a lot of cash — to settle the Red Planet. The moon is a somewhat easier target.

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...

捲入愛潑斯坦案、失去王子頭銜的安德魯被英方警方調查，英王查理斯三世稱密切關注事件，並支持警方行動；王儲威廉就稱深感憂慮。 王儲威廉周一抵達利雅得，期間會晤沙特王儲穆罕默德。 威廉透過發言人稱，對於叔叔安德魯持續有不利消息曝光，他及夫人凱特深感憂慮，並關注受害人的情況。 英國警方正調查安德魯有否向美國已故性犯罪富豪愛潑斯坦發出機密貿易報告。當地傳媒公開電郵指，安德魯在2010年擔任英國貿易代表期間，曾將到訪香港、深圳、新加坡及越南的報告傳送給愛潑斯坦，可能涉及敏感商業或政治資料。

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, 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...

格隆汇2月10日｜通用汽车(GM.N)：Claudia Gast将于3月1日加入通用汽车，担任副首席财务官兼战略、企业发展与技术合作伙伴关系副总裁。

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.

Already primed for bullishness, investors got the nudge they were waiting for, then took the ball and ran with it. Shares of digital advertising specialist AppLovin (APP +15.77%) certainly got the new trading week started on the right foot, soaring 15.1% as of 12:40 p.m. ET Monday. And, more of the same could be in the cards. Just don't dig in too deep if you're planning on digging in at all. This always-volatile meme stock could still just as easily start tumbling again. Bullish whispers Investment bank Jefferies' analyst James Heaney is being given most of the credit for today's move. Multiple reports are circulating this morning that he reiterated the firm's per-share price target of $860 -- nearly 90% above the ticker's current price -- while calling the stock's 45% pullback from December's high a "great buying opportunity." Although this reiteration isn't yet directly confirmed, it is plausible, as this price target and bullish opinion was Jefferies' last-known verified stance. Expand NASDAQ : APP AppLovin Today's Change ( 15.77 %) $ 64.12 Current Price $ 470.84 Key Data Points Market Cap $137B Day's Range $ 419.73 - $ 471.65 52wk Range $ 200.50 - $ 745.61 Volume 274K Avg Vol 4.8M Gross Margin 82.06 % It's not just Jefferies though. While not a conventional research and analysis organization in the same vein as Jefferies, last week, independent investigative journalism entity CapitalWatch corrected and apologized for a damning but misguided money-laundering accusation of one of AppLovin's key shareholders, potentially reversing any selling the initial report may have spurred. Also last week, a well-followed independent investment analyst argued that the competition-driven worries dragging APP shares down this year aren't merited. The analyst instead believes the company will actually be able to use these new digital advertising tools -- offered by Alphabet and CloudX -- to its own advantage. While both of these updates surfaced last week, the bearish market env...

Key Points AppLovin stock has been falling since late last year, largely on valuation concerns and competitive worries. Shares of this well-watched and polarizing company, however, are also highly vulnerable to independent commentary that may or may not reflect a pricing agenda. APP stock’s unpredictable nature makes it difficult to view in any long-term light at this time, bullish or bearish. 10 stocks we like better than AppLovin › Shares of digital advertising specialist AppLovin (NASDAQ: APP) certainly got the new trading week started on the right foot, soaring 15.1% as of 12:40 p.m. ET Monday. And, more of the same could be in the cards. Just don't dig in too deep if you're planning on digging in at all. This always-volatile meme stock could still just as easily start tumbling again. 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 » Bullish whispers Investment bank Jefferies' analyst James Heaney is being given most of the credit for today's move. Multiple reports are circulating this morning that he reiterated the firm's per-share price target of $860 -- nearly 90% above the ticker's current price -- while calling the stock's 45% pullback from December's high a "great buying opportunity." Although this reiteration isn't yet directly confirmed, it is plausible, as this price target and bullish opinion was Jefferies' last-known verified stance. It's not just Jefferies though. While not a conventional research and analysis organization in the same vein as Jefferies, last week, independent investigative journalism entity CapitalWatch corrected and apologized for a damning but misguided money-laundering accusation of one of AppLovin's key shareholders, potentially reversing any selling the initial report may have spurred. Also last week, a well-followed independent investment analyst argued that the competition-driven worries dragging APP shares d...

Looking Into Advanced Micro Devices Inc's Recent Short Interest Benzinga

James Rolevink/iStock Editorial via Getty Images Over the summer, I concluded that drone maker AeroVironment ( AVAV ) was flying very high. The business and shares benefited from the BlueHalo acquisition, positioning the business as a key defense tech player, with that move pushing up valuations to elevated levels. Ever since, volatility has been the name of the game, and while shares find themselves at a low point in the range, I am not convinced to get enticed here, given demanding valuations and a lack of consistent performance. The Future of Defense AeroVironment is a defense technology leader that is built for scale, driven by innovation, and focused on delivering strategic advantages in modern warfare. The company was founded in the 1970s by providing unmanned vehicles to battleground situations, long before drones were a real thing. By now, over 42,000 unmanned aircraft systems have been launched with over 4 million cumulative flight hours on the clock. These solutions are used in various defense settings, including the Golden Dome attack, counter-UAS, border security, and space technologies. A $200 million business a decade ago has grown to a level nearly ten times that amount, although this spectacular increase in the revenue base has come with about two-thirds of dilution incurred in the share base. This has been the result of a $4.1 billion deal for BlueHalo in 2024, largely paid with stock as well. Creating Perspective In the summer of 2024, AeroVironment reported a 33% increase in 2024 sales to $717 million, with a $160 stock valued at 6-7 times sales, while adjusted earnings were stuck at $3 per share. The company guided for 2025 sales to rise by 10-14% to a midpoint of $805 million, as the stock has been on fire ever since. This was driven by news about order intake and geographical tensions, despite occasional setbacks about competitive orders, DOGE concerns, etc. Key to the thesis was a $4.1 billion deal for BlueHalo, announced late in 2024. That de...

Shares of the big-box retailer have soared by 167% over the past five years. Walmart (WMT 2.32%) is an iconic big-box retailer that customers rely on every day for both necessities and discretionary purchases. And the company's resiliency over the years has made it a go-to investment for all types of investors. Over the past 12 months, it has risen by 28% in value, which has pushed its valuation to a market cap of just over $1 trillion. It's a huge milestone for the business, symbolizing just how special it really is, with it being one of the only non-tech stocks in the trillion-dollar club. But does that also mean the stock has become deeply overvalued? Just how expensive is Walmart's stock? A $1 trillion market cap may sound high, but to truly gauge how expensive or cheap a stock is, it's important to turn to the price-to-earnings (P/E) multiple, which puts the valuation into context of earnings. Currently, Walmart's stock trades at a P/E of 45. Here's how that compares to other retail stocks. There's a wide discrepancy between what investors are willing to pay for poor-performing retail businesses (such as Target) versus ones that are doing exceptionally well, like Walmart and Costco Wholesale. But the big question is whether valuations have gotten out of hand; Walmart's five-year average P/E ratio is 35. And the S&P 500 averages a multiple of just 25. Investors have been loading up on safe-haven stocks such as Walmart in droves, and that has driven its valuation incredibly high. The problem is that its growth rate may not be high enough to suggest that the premium is warranted. Expand NASDAQ : WMT Walmart Today's Change ( -2.32 %) $ -3.04 Current Price $ 128.14 Key Data Points Market Cap $1.0T Day's Range $ 128.09 - $ 131.73 52wk Range $ 79.81 - $ 131.73 Volume 687K Avg Vol 30M Gross Margin 23.90 % Dividend Yield 0.72 % Why the valuation looks troubling Walmart has a fantastic business. It has been growing online, and its acquisition of Vizio in 2024 opened up n...

Re-Set: Reversing The Debt-Debasement Death-Spiral Authored by Charles Hugh Smith via OfTwoMinds blog, The end-game of debt-debasement is already visible. The only thing that's still up in the air is our response. The unspoken foundation of the US dollar debasement narrative is TINA: There Is No Alternative to debasing the USD to zero because reversing course by reversing the expansion of debt and the money supply (i.e. monetary inflation) are impossible in a debt-dependent economy. Without a steady expansion of debt and a steady debasement of the dollar so debtors have an easier time paying existing debts, the economy would crash, and so doing more of what leads to collapse is the status quo "solution." The second assumption of the US dollar debasement narrative is that those who own crypto, precious metals and other tangible assets will not just survive the eventual crisis but emerge wealthy , as the value of their assets is not dependent on fiat currencies. This suggests the following thought experiment: since those holding the levers of power "know" the end-game of debasement is the collapse of the currency and the economy, and they "know" the economic devastation that this collapse will deliver not just to the majority but to the wealthy whose wealth ultimately depends on a functioning economy, wouldn't they consider pursuing a still-painful but less apocalyptic option that steers clear of the death-spiral? Let's also consider that history hasn't been kind to governments that let their currency collapse. Those in power who "know" this would be wise to seek a way to escape the debasement death-spiral simply out of self-preservation, as their power would not survive the (entirely avoidable) destruction of the currency and economy. Put another way: is there a way to escape the debasement death-spiral that actually re-sets the economy for legitimate advances in the quality of life after a painful excising of the fatal dependence on ever-soaring debt and debasement ...

Quantum computing stocks are on sale right now. Quantum computing has taken a step back in popularity over the past few months. After peaking in interest in October, many quantum computing stocks have sold off a healthy amount. However, since quantum computing hype is at a relative low, now is the time investors should consider scooping up shares. But this doesn't mean going out and buying the stocks of every quantum computing pure play on the market. There will be a lot of busts from that sector, and investors must keep a balanced approach. By also choosing stocks of legacy tech companies competing in quantum computing, investors can generate great returns while still ensuring they aren't taking on too much risk. I think approaching quantum computing in this way is a smart move. If you've got $3,000, investing $1,000 in each of these stocks could be wise. Alphabet Alphabet (GOOG +0.55%) (GOOGL +0.61%) is a major player in the quantum computing realm. It has resources the pure plays can only dream of, and it is delivering strong quantum computing results. Its Willow chip is one of the more accurate options available and is already delivering real-world application success. That's a major hurdle in the quantum computing realm, and if Alphabet can prove its relevance before anyone else does, it will be a massive winner. Expand NASDAQ : GOOGL Alphabet Today's Change ( 0.61 %) $ 1.96 Current Price $ 324.82 Key Data Points Market Cap $3.9T Day's Range $ 317.30 - $ 327.70 52wk Range $ 140.53 - $ 349.00 Volume 1.3M Avg Vol 37M Gross Margin 59.68 % Dividend Yield 0.26 % One nice benefit of investing in Alphabet is that you get the upside of quantum computing, alongside a massive winner in the generative artificial intelligence (AI) arena. Alphabet's generative AI model Gemini has emerged as one of the best available and could be the ultimate market winner years down the road. Even without that, Alphabet has a strong ad business with Google Search. All this adds up to a very...

Novo Nordisk is suing Hims & Hers -- but Hims & Hers already surrendered. Novo Nordisk (NVO +3.14%) is taking investors on another rollercoaster ride. Last week, shares of the Danish pharmaceuticals stock tumbled as much as 27% on news that compounded pharmaceuticals firm Hims & Hers Health (HIMS 19.50%) would begin selling its own version of Novo's new Wegovy GLP-1 weight loss pill for just $49 per month. Over the weekend, though, Hims announced it will in fact not sell the knockoff Wegovy pill. Nnow Novo Nordisk stock is bouncing back, up 3% through 12:15 p.m. ET. Hims & Hers surrenders. Novo Nordisk sues. Of course, there's a bit more to the story than that. Novo wasn't pleased with Hims' announcement. After all, Hims' mooted price would undercut Novo's $149-a-month price for Wegovy in pill form -- and its $199 price for injectable Ozempic. Novo threatened to sue Hims for patent infringement Friday. That same day, the Food and Drug Administration said it would crack down on Hims & Hers, potentially cutting off access to ingredients Hims needs to manufacture Wegovy (Ozempic) copycat pills, or by seizing Hims & Hers products. Then, this morning, Novo followed through on its threat and filed in federal court for a permanent injunction against Hims & Hers selling any drugs that violate its "'343 Patent" on "semaglutide and the pharmaceutical products containing it." If Novo wins this lawsuit, Hims could be forbidden from selling both Ozempic copycats and Wegovy lookalikes, in pill or in injectable form. Expand NYSE : NVO Novo Nordisk Today's Change ( 3.14 %) $ 1.50 Current Price $ 49.13 Key Data Points Market Cap $161B Day's Range $ 49.01 - $ 51.08 52wk Range $ 43.08 - $ 93.80 Volume 978K Avg Vol 22M Gross Margin 80.90 % Dividend Yield 3.62 % What this means for Novo Nordisk stock The outcome of litigation is never certain, but Novo appears to have the FDA on its side in this fight, and that's a good ally to have. Hims and Hers' decision to quickly cave on selling it...

Over the weekend, President Trump offered to delay implementation of a new 50% tariff on imports from the European Union. The tariff, which was supposed to begin on June 1, now won't take effect until July 9. Shares of Ozempic and Wegovy manufacturer Novo Nordisk (NYSE: NVO) reacted positively to the news and are up 4.9% as of 10:20 a.m. ET. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Why is this good news for Novo Nordisk? America has caught Ozempic fever, and 25% of Novo Nordisk's assets are located here in the U.S., where the company produces much of its drugs. The company also announced last year that it would spend $4.1 billion building out U.S. production facilities for Ozempic and Wegovy. Still, according to data from S&P Global Market Intelligence, 75% of Novo's assets are still located back in its home country of Denmark. That means a lot of the GLP-1 drugs that Novo sells here in the U.S. are actually produced abroad, and could be subject to the threatened 50% Trump tariff. If implementation of that tariff is delayed, that's good news for Novo. If E.U. and U.S. negotiators make use of the delay to negotiate a deal that will lower or remove tariffs entirely, that would be even better news for Novo Nordisk stock -- and it's probably what investors are actually hoping for today. Is Novo Nordisk stock a buy? Whichever way the tariff winds blow (and I've no special knowledge of that), Novo Nordisk stock remains arguably the cheapest play on the rising popularity of GLP-1 drugs. At less than 19 times earnings, Novo stock sells for a P/E ratio only one-third that of Eli Lilly (NYSE: LLY), which costs 58 times earnings. That makes Novo Nordisk stock the least risky way to play this trend. Should you invest $1,000 in Novo Nordisk right now? Before you buy stock in Novo Nordisk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are t...

It feels like everyone who produced ad spots for this year’s Super Bowl with gen AI failed in terms of making gen AI seem useful or like something worth getting excited about. Though we’ve seen plenty of AI generated commercials before (at previous Super Bowls, no less), this year’s event was oversaturated with them. That’s in part because image and video generation models have become more somewhat sophisticated in the past year – though still subpar compared to what humans create – just better enough for a number of brands to be now comfortable having their names associated with AI-derived footage. Also, it’s much, much cheaper and faster to use gen AI, which is convenient when the cost for 30 second ad spots at this year’s Super Bowl ranged anywhere from $8-$10 million. With traditionally-produced ads from previous Super Bowls, you could really see how spending money on production ultimately led to commercials that felt more premium than what you would usually see on television. But this year, there was an undeniable cheap and sloppy quality to many of the advertisements. Here are some of them. One of the worst examples of this was the Artlist ad. The main thrust of the ad (which only aired in New York and Los Angeles) from Israeli creative firm Artlist is that anyone can generate Super Bowl-worthy video footage using the company’s suite of production tools. It even makes a point of bragging that Artlist only bought its Super Bowl space about a week ago and spent a mere five days producing the commercial. That would be impressive if Artlist’s final product actually looked like something that would get average consumers to want to use these tools. Instead, the ad features the very hallmarks that have convinced people to see AI-generated video as slop. Rather than telling a short, compelling, cohesive story of any kind, the ad is just a series of very short clips of animals doing weird things, strung together with a voiceover. There is nothing innovative about it. A...

This top-performing exchange-traded fund (ETF) doesn't have "AI" in its name, but it remains the best AI ETF for long-term investors. Shares of VanEck Semiconductor ETF (SMH +1.60%) gained 12% in January, according to data from S&P Global Market Intelligence. This is a fantastic monthly gain, particularly given that the S&P 500 index was up about 1.5%. The ETF slipped very slightly in the first week of February, as its year-to-date 2026 gain through Feb. 6 is 11.5%. That still compares very favorably to the broader market's 1.4% increase. A boost from shares of Micron and the semiconductor equipment makers It's helpful to understand the ETF's overall composition. It has 25 stock holdings, with its top 10 holdings, in descending order, as follows, on Feb. 5: Nvidia NVDA +3.34% ) semiconductor (or chip) leader Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest chip foundry Broadcom, a chip and software maker Micron Technology, a memory chip specialist ASML Holdings, a chip equipment maker Lam Research, a chip equipment maker Texas Instruments, a chipmaker Intel, a chipmaker Applied Materials, a chip equipment maker Analog Devices, a chipmaker In January, three of these stocks posted gains of over 30% and two posted gains of over 20%, which powered the VanEck Semiconductor ETF's performance. Micron stock was the top performer of this group last month, soaring 45.4%. The company reported stellar quarterly earnings in December, and the stock continued its steady climb in January. It has benefited from strong demand for memory chips to fuel the artificial intelligence revolution, which has led to a shortage. In its fiscal first quarter (ended Nov. 27), Micron's revenue surged 57% year over year to $13.64 billion, and its adjusted earnings per share (EPS) skyrocketed 167% to $4.78. The biggest driver of this growth was the cloud memory unit, where revenue doubled to $5.3 billion and operating margin increased to 55% from 40% in the year-ago period. ASML Hol...

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Key Points Micron stock -- the ETF's No. 4 holding -- soared 45.4% in January. The chip equipment group got a boost after TSMC reported results that significantly beat Wall Street expectations. Nvidia's upcoming earnings release could be a significant catalyst for not only Nvidia stock but also the VanEck Semiconductor ETF. 10 stocks we like better than VanEck ETF Trust - VanEck Semiconductor ETF › Shares of VanEck Semiconductor ETF (NASDAQ: SMH) gained 12% in January, according to data from S&P Global Market Intelligence. This is a fantastic monthly gain, particularly given that the S&P 500 index was up about 1.5%. The ETF slipped very slightly in the first week of February, as its year-to-date 2026 gain through Feb. 6 is 11.5%. That still compares very favorably to the broader market's 1.4% increase. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » A boost from shares of Micron and the semiconductor equipment makers It's helpful to understand the ETF's overall composition. It has 25 stock holdings, with its top 10 holdings, in descending order, as follows, on Feb. 5: Nvidia (NASDAQ: NVDA) semiconductor (or chip) leader Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest chip foundry Broadcom, a chip and software maker Micron Technology, a memory chip specialist ASML Holdings, a chip equipment maker Lam Research, a chip equipment maker Texas Instruments, a chipmaker Intel, a chipmaker Applied Materials, a chip equipment maker Analog Devices, a chipmaker In January, three of these stocks posted gains of over 30% and two posted gains of over 20%, which powered the VanEck Semiconductor ETF's performance. Micron stock was the top performer of this group last month, soaring 45.4%. The company reported stellar quarterly earnings in December, and the stock continued its steady climb in January. It has benefited from strong demand for memo...