Mrinal Pal/iStock Editorial via Getty Images Cadence Design Systems ( CDNS ) unveiled a virtual AI agent called ChipStack AI Super Agent to help companies such as Nvidia accelerate the process of designing computer chips. Cadence said ChipStack AI Super Agent is the world’s first agentic workflow for automating chip design and verification. The AI agent autonomously creates and verifies designs fr...
Mrinal Pal/iStock Editorial via Getty Images Cadence Design Systems ( CDNS ) unveiled a virtual AI agent called ChipStack AI Super Agent to help companies such as Nvidia accelerate the process of designing computer chips. Cadence said ChipStack AI Super Agent is the world’s first agentic workflow for automating chip design and verification. The AI agent autonomously creates and verifies designs from specifications and descriptions, according to the company. ChipStack AI provides up to 10 times productivity improvements for coding designs and testbenches, creating test plans, orchestrating regression testing, debugging, and automatically fixing issues, the company added. Cadence noted that the AI agent is in early deployment with several companies, including Altera, Nvidia ( NVDA ), Qualcomm ( QCOM ), and Tenstorrent, among others. "Early results indicate strong, encouraging performance enhancements, and we look forward to realizing the productivity gains," said Paul Penzes, vice president of engineering at Qualcomm. The company noted that ChipStack AI supports cloud-based and on-premises frontier models, including open Nvidia Nemotron models that can be customized with Nvidia NeMo and cloud-hosted models such as OpenAI GPT, to improve designer productivity. Cadence added that ChipStack is available now in early access. More on Cadence Cadence Design Systems: Riding The AI Supercycle, But With Expectations At The Limit Cadence Design Systems, Inc. (CDNS) Presents at 53rd Annual Nasdaq Investor Conference Transcript Cadence Design Systems, Inc. (CDNS) Presents at UBS Global Technology and AI Conference 2025 Transcript Enterprise software stocks follow larger market down; AppLovin, Unity lead declines Citi 2026 semis outlook: AI growth continues, MCHP top pick
(RTTNews) - Himalaya Shipping Ltd. (HMLS), a player in the shipping industry, reported a sharp increase in its fourth-quarter profit on Tuesday. This was driven by higher charter rates, which boosted revenues. However, the company's full-year earnings declined due to rising costs and higher financial expenses. For the fourth quarter, Himalaya Shipping's total operating revenues increased to $42.1 ...
(RTTNews) - Himalaya Shipping Ltd. (HMLS), a player in the shipping industry, reported a sharp increase in its fourth-quarter profit on Tuesday. This was driven by higher charter rates, which boosted revenues. However, the company's full-year earnings declined due to rising costs and higher financial expenses. For the fourth quarter, Himalaya Shipping's total operating revenues increased to $42.1 million, up from $29.6 million in the same period of 2024. Operating income rose to $26.0 million, compared with $14.0 million a year earlier, as revenue growth outpaced a modest rise in operating expenses. Net income surged to $13.5 million, from $1.1 million in the prior-year quarter, reflecting stronger time charter equivalent earnings and stable depreciation costs. For the full year, Himalaya Shipping's operating revenues rose to $131.9 million, from $123.6 million in 2024. Operating income edged higher to $68.2 million, compared with $66.7 million a year earlier. However, net income declined to $17.7 million, from $21.1 million, as higher vessel operating costs, depreciation, and financial expenses offset revenue growth. EBITDA increased to $97.4 million for the year, up from $93.2 million, while fourth-quarter EBITDA rose to $33.3 million, compared with $21.3 million a year earlier. HSHP.OL is currently trading at NOK 103.80, up NOK 2.80 or 2.77 percent on the Oslo 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.
JPMorgan believes that software stocks, which have slumped in 2026 because of investor fears that artificial intelligence will undermine their business, have now fallen too far, creating an opportunity to buy higher-quality names at attractive valuations. The bank said that software has suffered a historic and broad crash that's reached into every corner of the industry, suffering the largest non-...
JPMorgan believes that software stocks, which have slumped in 2026 because of investor fears that artificial intelligence will undermine their business, have now fallen too far, creating an opportunity to buy higher-quality names at attractive valuations. The bank said that software has suffered a historic and broad crash that's reached into every corner of the industry, suffering the largest non-recessionary 12-month drawdown in more than 30 years. The sector has lost $2 trillion of market capitalization from its peak, reducing its weight in the S & P 500 to 8.4% from 12%, a team of JPMorgan strategists led by Dubravko Lakos-Bujas added. Software stocks have plunged recently as investors have fretted that new artificial intelligence, large-language models could disrupt existing technologies. At one point last week, the iShares Expanded Tech-Software Sector ETF (IGV) had plunged more than 20% in three weeks and, even after recovery Friday and Monday, remains 28% below its September all-time high. IGV 6M mountain iShares Expanded Tech-Software Sector ETF in past six months. But JPMorgan believes the market has gone too far and is now pricing in the worst-case, AI disruption scenarios that are "unlikely" to materialize, certainly in the next three to six months. This perceived risk of disruption has indiscriminately punished both quality as well as speculative growth software names alike, Lakos-Bujas said. In terms of tactical trading, the strategist noted that short interest levels in software are at record levels, while hedge funds are currently favoring AI semiconductors over software, a setup that the bank says skews the balance of risks toward an imminent rebound. "Given the positioning flush, overly bearish outlook on AI disruption of Software and solid fundamentals, we believe the balance of risks is increasingly skewed towards a rebound, especially in higher quality Software segments (i.e., Cyber). Therefore, while further downside risk cannot be ruled out, we...
primeimages Despite heightened volatility across financial markets in recent sessions, signals from prediction markets suggest recession fears are easing rather than intensifying. Kalshi data indicates the probability of a U.S. recession occurring this year is currently priced at roughly 22%, a notable decline from earlier estimates. That figure represents a meaningful pullback from the 30% probab...
primeimages Despite heightened volatility across financial markets in recent sessions, signals from prediction markets suggest recession fears are easing rather than intensifying. Kalshi data indicates the probability of a U.S. recession occurring this year is currently priced at roughly 22%, a notable decline from earlier estimates. That figure represents a meaningful pullback from the 30% probability priced in at the start of December and a sharp drop from the 38% level seen in early September, underscoring a steady improvement in sentiment over recent months. The downward shift proposes market participants are becoming more confident that economic growth can persist despite ongoing uncertainty. The moderation in recession expectations comes even as volatility metrics have flashed red. Just last week, the CBOE Volatility Index ( VIX ) briefly surged above 23, marking its highest level in months as investors reacted to rapid price swings across equities. Still, the disconnect between elevated volatility and declining recession odds highlights a market that remains cautious, but not convinced that an economic downturn is imminent. Market Tracking Funds: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). VIX Focused Funds: ( VXX ), ( VIXY ), ( VXZ ), ( VIXM ), ( UVXY ), ( SVXY ), and ( UVIX ). More on markets Cantor Fitzgerald sees bitcoin washout setting the stage for a stronger rebound China Treasury fears resurface, but the data shows its grip on U.S. debt Is fading Magnificent 7 in overdrive: ProShares seeks approval for new 3X leveraged ETF Prediction markets speak: See which stocks are favored to miss earnings this week Dow smashes 50,000 and here’s how all 30 stocks rank according to SA Quant Ratings
Image source: The Motley Fool. Feb. 10, 2026 at 8 a.m. ET Call participants Chief Executive Officer — Jonathon Nudi Chief Financial Officer — Rick Westenberg Takeaways Net Sales -- Decreased 2% in the quarter, or 3% in local currency, primarily due to lower volumes and adverse market conditions. -- Decreased 2% in the quarter, or 3% in local currency, primarily due to lower volumes and adverse mar...
Image source: The Motley Fool. Feb. 10, 2026 at 8 a.m. ET Call participants Chief Executive Officer — Jonathon Nudi Chief Financial Officer — Rick Westenberg Takeaways Net Sales -- Decreased 2% in the quarter, or 3% in local currency, primarily due to lower volumes and adverse market conditions. -- Decreased 2% in the quarter, or 3% in local currency, primarily due to lower volumes and adverse market conditions. Operating Profit -- $259 million for the quarter, with a margin of 14.4% attributed to lower volume and higher tariff and commodity costs, partially offset by pricing and cost savings actions. -- $259 million for the quarter, with a margin of 14.4% attributed to lower volume and higher tariff and commodity costs, partially offset by pricing and cost savings actions. Earnings Per Share -- $0.82 for the quarter on an adjusted basis, as reported by management. -- $0.82 for the quarter on an adjusted basis, as reported by management. Plumbing Segment Sales -- Increased 3% in local currency; North American plumbing sales rose 4% driven by favorable pricing, while international plumbing sales increased 1% in local currency, led by Germany. -- Increased 3% in local currency; North American plumbing sales rose 4% driven by favorable pricing, while international plumbing sales increased 1% in local currency, led by Germany. Plumbing Operating Profit -- $204 million in the quarter with an operating margin of 16.3%, reflecting the impact of tariff and commodity cost pressure. -- $204 million in the quarter with an operating margin of 16.3%, reflecting the impact of tariff and commodity cost pressure. Decorative Architectural Segment Sales -- Decreased 15% in the quarter; total paint sales declined double digits, with DIY paint sales down high single digits, and pro paint sales up low single digits. -- Decreased 15% in the quarter; total paint sales declined double digits, with DIY paint sales down high single digits, and pro paint sales up low single digits. Decorative...
Investors should expect continued softness in software companies as the sector ( IGV ), ( IGPT ), ( XSW ) struggles to digest massive capital expenditure plans from major tech firms, according to Kari Firestone, co-founder and chair emerita of Aureus Asset Management. In an interview with CNBC, Firestone pointed to the staggering $640B expected spending by hyperscalers on data centers and AI infra...
Investors should expect continued softness in software companies as the sector ( IGV ), ( IGPT ), ( XSW ) struggles to digest massive capital expenditure plans from major tech firms, according to Kari Firestone, co-founder and chair emerita of Aureus Asset Management. In an interview with CNBC, Firestone pointed to the staggering $640B expected spending by hyperscalers on data centers and AI infrastructure in 2026, noting that this enormous investment is diverting funds that would otherwise contribute to free cash flow and profitability. The market has reacted poorly to news of the heightened capex, with investors concerned about the shift from traditionally capital-light business models to an intensive capital spending boom. Firestone explained that the sell-off primarily affected software companies, as the market grapples with what these investments mean for future returns. The damage across the sector has been substantial, with approximately 10% of the S&P 500 ( SP500 )—some 46 companies—down 20% or more so far this year. Major names including Salesforce ( CRM ), Microsoft ( MSFT ), Adobe ( ADBE ), Paycom ( PAYC ), and Autodesk ( ADSK ) have experienced significant declines. “This recent weakness has been tremendous, and it might not have bottomed yet,” Firestone said. For investors looking for entry points, Firestone cautioned that current valuations remain unattractive. Free cash flow yields in the sector sit at 5% to 7%, which she believes is not high enough to draw buyers. “We’re expecting that we will see over the next few months a point where the stocks do become attractive, but they’re not quite there yet,” she noted, adding that concerns persist about how AI could disrupt traditional software business models. Firestone contrasted the broader software weakness with Alphabet’s ( GOOG ), ( GOOGL ) approach, highlighting that the company has grown revenues by $120B over the past three years while keeping employee headcount flat. This suggests successful deplo...
Image source: The Motley Fool. Feb. 10, 2026 at 8:00 a.m. ET Call participants Chief Executive Officer — William Meury President — Pablo Cagnoni Chief Medical Officer — Steven Stein Executive Vice President and General Manager, U.S. Oncology & Hematology — Mohamed Issa Chief Financial Officer — Thomas Tray Senior Vice President, Clinical Development — Steven Willey Need a quote from a Motley Fool ...
Image source: The Motley Fool. Feb. 10, 2026 at 8:00 a.m. ET Call participants Chief Executive Officer — William Meury President — Pablo Cagnoni Chief Medical Officer — Steven Stein Executive Vice President and General Manager, U.S. Oncology & Hematology — Mohamed Issa Chief Financial Officer — Thomas Tray Senior Vice President, Clinical Development — Steven Willey Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $1.51 billion for the quarter, up 28%; full year totaled $5.14 billion, a 21% increase, reflecting broad-based growth across the portfolio. -- $1.51 billion for the quarter, up 28%; full year totaled $5.14 billion, a 21% increase, reflecting broad-based growth across the portfolio. Net product sales -- $1.22 billion in the quarter, up 20%; full year reached $4.35 billion, up 20% year over year with growth seen in almost every product line. -- $1.22 billion in the quarter, up 20%; full year reached $4.35 billion, up 20% year over year with growth seen in almost every product line. Jakafi sales -- $828 million in the quarter, up 7%; full-year sales $3.093 billion, rising 11% and prescriptions up 11% in the quarter and 9% for the year. -- $828 million in the quarter, up 7%; full-year sales $3.093 billion, rising 11% and prescriptions up 11% in the quarter and 9% for the year. Jakafi penetration -- Polycythemia vera (PV) indication at a 30% penetration rate, compared to 60%-70% for frontline myelofibrosis (MF), indicating substantial headroom for growth in PV. -- Polycythemia vera (PV) indication at a 30% penetration rate, compared to 60%-70% for frontline myelofibrosis (MF), indicating substantial headroom for growth in PV. Opsilura net sales -- $207 million in the quarter (up 28%), with full-year net sales of $678 million (up 33%); U.S. atopic dermatitis (AD) sales growing nearly 20% and vitiligo mid-teens. -- $207 million in the quarter (up 28%), with full-year net sales of $678 million (up 33%); U.S. atopic dermati...
Alphabet is selling over $11 billion in sterling and Swiss franc-denominated bonds, including an ultra-rare issue of a 100-year note in the sterling offering. Tasos Vossos reports on Bloomberg Television. (Source: Bloomberg)
Alphabet is selling over $11 billion in sterling and Swiss franc-denominated bonds, including an ultra-rare issue of a 100-year note in the sterling offering. Tasos Vossos reports on Bloomberg Television. (Source: Bloomberg)
Dan Kitwood/Getty Images News Low-cost carrier Ryanair ( RYAAY ) ( RYAOF ) and jet engine maker CFM International have reached a provisional agreement that will underpin the airline’s plan to build two engine maintenance facilities and lock in access to spare parts for the next 15 years. The maintenance shops are expected to be located in continental Europe, with the first potentially opening in 2...
Dan Kitwood/Getty Images News Low-cost carrier Ryanair ( RYAAY ) ( RYAOF ) and jet engine maker CFM International have reached a provisional agreement that will underpin the airline’s plan to build two engine maintenance facilities and lock in access to spare parts for the next 15 years. The maintenance shops are expected to be located in continental Europe, with the first potentially opening in 2028. Michael O'Leary said the arrangement allows Ryanair to use its balance sheet to secure parts well in advance, at a time when the aviation industry is grappling with persistent supply shortages. Speaking at a news conference in France, O’Leary made light of the high cost of engine components while standing alongside executives from Safran ( SAFRF ) ( SAFRY ), CFM’s French co-owner. CFM is a joint venture between Safran and GE Aerospace ( GE ), producing engines for Boeing 737 aircraft and selected models from Airbus. Under the proposed deal, Ryanair will source all of its engine parts directly from CFM and assume responsibility for maintenance once its own facilities are operational. The companies said Ryanair would commit to purchasing more than $1 billion worth of parts annually over the life of the agreement. Cost strategy and industry dynamics Ryanair has argued that investing in its own engine maintenance capability and buying spare engines and components during a period of manufacturing bottlenecks will help it extend its cost advantage over rivals that rely entirely on third-party maintenance providers. Safran Chief Executive Olivier Andries said engine makers must generate returns over long periods to justify the heavy upfront investment required to develop and support modern aircraft engines. For CFM, the agreement is expected to ease pressure on its own repair operations and those of independent maintenance providers by shifting part of the workload to Ryanair’s future facilities. More on Ryanair Holdings, GE Aerospace, etc. Ryanair: Affirming Confidence In 20...
(RTTNews) - Trane Technologies plc (TT), a provider of heating, ventilation, air conditioning, and custom and transport refrigeration solutions, Tuesday announced that it has agreed to acquire LiquidStack, a provider of liquid cooling technology for data centers, headquartered in Texas. The transaction is set close in early 2026 and the financial details of the said transaction were not disclosed ...
(RTTNews) - Trane Technologies plc (TT), a provider of heating, ventilation, air conditioning, and custom and transport refrigeration solutions, Tuesday announced that it has agreed to acquire LiquidStack, a provider of liquid cooling technology for data centers, headquartered in Texas. The transaction is set close in early 2026 and the financial details of the said transaction were not disclosed by the company. Building on Trane Technologies' minority investment in LiquidStack in 2023, this deal is expected to enhance Trane Technologies' data center thermal management solutions, spanning chillers, heat rejection, controls, liquid distribution, and on chip cooling, and will scale LiquidStack's pioneering technology globally. Upon closing of the deal, LiquidStack will operate globally within the Commercial HVAC business unit of the Trane Technologies Americas segment. Further, LiquidStack co-founder and CEO Joe Capes will join Trane Technologies in a leadership role and will continue to lead the LiquidStack business. In pre-market activity, TT shares were trading at $459.18, down 0.13% 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.
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Three men who have never been compensated for spending between 11 and 38 years in prison for crimes they did not commit, have joined calls for a change in the law in England and Wales. Even after being cleared, people who spend years behind bars owing to a wrongful conviction have to prove their innocence “beyond reasonable doubt” to qualify for compensation. The result is that claims from many hi...
Three men who have never been compensated for spending between 11 and 38 years in prison for crimes they did not commit, have joined calls for a change in the law in England and Wales. Even after being cleared, people who spend years behind bars owing to a wrongful conviction have to prove their innocence “beyond reasonable doubt” to qualify for compensation. The result is that claims from many high-profile miscarriage of justice survivors have been rejected. Speaking on Monday at a meeting of the all-party parliamentary group (APPG) on miscarriages of justice, Justin Plummer, who spent 28 years in prison after being twice found guilty of a murder he did not commit, said he could not believe he was being denied compensation. “It’s ridiculous. I’ve been through a minefield once. Now, on release, I’m thinking ‘oh plain sailing, I should be all right’ but no, no, no,” said Plummer, who was released last year. “I do really need it [compensation]. I’ve got mental health problems through this wrongful conviction so I don’t want compensation for mad housing, mad holidays, I want it so I can get treatment.” His lawyer, Katy Thorne KC, said it was absurd that people were required to prove their innocence beyond reasonable doubt, even after having been exonerated by the court of appeal. “How on earth can you do that?” she asked. “You haven’t got the resources of the police to go and investigate the crime that took place in 1997 and find the culprit.” Oliver Campbell, who spent 11 years in jail after receiving a life sentence in 1991, aged 21, for conspiracy to rob and murder, but was cleared only in 2024, said: “Everyone said: ‘Are you getting your compo?’ … I’ve been trying to tell someone but I don’t think he knows, [he thinks] ‘he’s got a lot of money’.” Campbell, who has learning disabilities, says he was bullied into making a false confession. His lawyer, Glyn Maddocks KC, said it was more difficult to prove Campbell’s innocence beyond reasonable doubt because, when quas...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...