Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked: That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, inc...
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked: That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, including Copilot, so they couldn’t keep up with the Azure demand. Meanwhile, Copilot doesn’t seem to have much demand. They boasted that their AI platform has 15 million paid users, which sounded pretty pitiful to me, given the way that they cram this thing into every aspect of Microsoft Office. Jim Cramer on Microsoft (MSFT): “I Think They Need to Explain Their Story Better” Taina Sohlman / Shutterstock.com Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
RHJ/iStock via Getty Images Mountain Province Diamonds ( MPVDF ) and De Beers ( AAUKF ) ( NGLOY ) said late Monday they have paused the Tuzo Phase 3 expansion project at their joint Gahcho Kué mine in Canada's Northwest Territories, as prolonged weakness in the global diamond market continues to weigh on the venture. Mountain Province ( MPVDF ) said the decision will not affect carat production in...
RHJ/iStock via Getty Images Mountain Province Diamonds ( MPVDF ) and De Beers ( AAUKF ) ( NGLOY ) said late Monday they have paused the Tuzo Phase 3 expansion project at their joint Gahcho Kué mine in Canada's Northwest Territories, as prolonged weakness in the global diamond market continues to weigh on the venture. Mountain Province ( MPVDF ) said the decision will not affect carat production in 2026 or the number of carats expected to be sold in 2026, as the current focus remains on mining out the high-grade NEX pipe. Alongside the project delay, Mountain Province ( MPVDF ) is facing financial pressure linked to funding obligations under its JV agreement with De Beers ( AAUKF ) ( NGLOY ). The company said it has received three in-kind election notices from De Beers ( AAUKF ) ( NGLOY ) totaling ~C$49.2M, relating to unpaid cash calls under the JV; while the notices do not immediately constitute a default, Mountain Province ( MPVDF ) warned that failure to settle the amounts within 60 days could trigger a formal default under the JV agreement. Payments under the first in-kind election notices of ~C$38.8M are due March 17, with the balance payable in weekly installments thereafter. More on Anglo American and Mountain Province Diamonds Anglo American: Copper Re-Rating Thesis Gathers Momentum Mountain Province Diamonds Q3 2025 Earnings Call Prepared Remarks Transcript Seeking Alpha’s Quant Rating on Mountain Province Diamonds
JHVEPhoto Shopify ( SHOP ) is set to report fourth-quarter earnings on Wednesday, and investors will watch out for the company’s agentic commerce and artificial intelligence strategy as well as its international expansion. Wall Street expects the Canadian e-commerce company to post an EPS of $0.51 on revenue of $3.59B for the quarter. During its Q3 earnings call, Shopify management said it expects...
JHVEPhoto Shopify ( SHOP ) is set to report fourth-quarter earnings on Wednesday, and investors will watch out for the company’s agentic commerce and artificial intelligence strategy as well as its international expansion. Wall Street expects the Canadian e-commerce company to post an EPS of $0.51 on revenue of $3.59B for the quarter. During its Q3 earnings call, Shopify management said it expects Q4 revenue growth to be in the mid to high 20s year-over-year, and operating expenses for Q4 are expected to be 30% to 31% of revenue. Market analysts see upside for the company, citing the firm’s agentic commerce and AI strategy are powering its top-line growth. Seeking Alpha analyst Danil Sereda upgraded SHOP to a Buy, saying that Shopify’s total addressable market is expected to expand significantly over the coming years, specifically in AI-related niches where SHOP appears to be very well positioned. “AI integration is central to SHOP’s business model, powering its top-line growth and expanding its addressable market,” highlighted Sereda, adding that, “Despite a 24% pullback since Q3, Shopify trades near 16x sales, far below 2021 extremes, supported by improved growth and operating momentum.” Wall Street analysts are also bullish, rating SHOP a Buy. Earlier in January, Scotiabank analyst Kevin Krishnaratne upgraded SHOP to Sector Outperform from Sector Perform, increasing its price target to $200. “Agentic Commerce has arrived, and SHOP is ready to capitalize on an opportunity that has the potential to reshape the retail industry, similar to how e-commerce fundamentally changed the structure of traditional commerce,” noted Scotiabank’s Kevin Krishnaratne. However, Seeking Alpha’s Quant rating and analysts are more cautious and rate it a Hold. The company’s stock has gained nearly 3% in the past year, compared to the 14.8% rise in the broader S&P 500 Index. Over the past one year, SHOP has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of th...
Artit_Wongpradu/iStock via Getty Images Last year, I upgraded Hims & Hers Health, Inc. ( HIMS ) as a speculative high-risk Buy, citing that the negative effects of any potential FDA or court bans on compounded GLP-1s are unlikely to materialize in H2 2025. Despite the fact that I was mostly right, the stock is down over 60%, with a sharp double-digit selloff last Monday. In my view, the downside c...
Artit_Wongpradu/iStock via Getty Images Last year, I upgraded Hims & Hers Health, Inc. ( HIMS ) as a speculative high-risk Buy, citing that the negative effects of any potential FDA or court bans on compounded GLP-1s are unlikely to materialize in H2 2025. Despite the fact that I was mostly right, the stock is down over 60%, with a sharp double-digit selloff last Monday. In my view, the downside catalysts have moved from eventual to real, with the FDA tightening its posture on mass-marketed compounded GLP-1 APIs and Novo Nordisk ( NVO ) escalating into litigation . After Hims launched and then halted just a few days later an oral compounded semaglutide, I think the market is now concerned with the entire GLP-1 line. So far, the company is still able to sell compounded GLP-1 injections under the personalization carveout within section 503A. It is my view that there is a risk with the entire GLP-1 product line if Novo wins the legal case. This is another downside catalyst ahead, which doesn't encourage me to buy the dip. In this piece, I discuss my view on the recent events and the key drivers why I am downgrading back to a Hold ahead of earnings on February 23rd . Why a Hold and not a Sell? Well, given the 33% short interest, any news that could shift the current pessimism could send the shares into the stratosphere. Even though I see clear signs that the growth story has significantly deteriorated, I wouldn't go short on this stock, as the words "forced liquidation" come to my mind. Back in August, I wrote: If the company loses its ability to sell personalized doses of compounded GLP-1s, I expect a sharp selloff. That risk now looks less hypothetical. Therefore, until the Novo case is clarified and the compounding pathway is less contested, I don’t see a clean runway to a V-shaped recovery. An Uphill Battle Against Novo Nordisk and the FDA Let's start with the recent FDA news. Last week, on February 6, the FDA announced its intent to restrict GLP-1 APIs (active phar...
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said: That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and human...
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said: That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year. Jim Cramer on Tesla (TSLA): “Nobody Cares About the Numbers Here” Pixabay/Public Domain Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Cramer showed bullish sentiment toward the stock during the January 29 episode, as he commented: I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI...
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said: That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and human...
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said: That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year. Jim Cramer on Tesla (TSLA): “Nobody Cares About the Numbers Here” Pixabay/Public Domain Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Cramer showed bullish sentiment toward the stock during the January 29 episode, as he commented: I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Anthony G. Capuano Executive Vice President and Chief Financial Officer — Kathleen Kelly Oberg Senior Vice President, Investor Relations — Jackie (last name not stated) Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Portfolio -- Nearly...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Anthony G. Capuano Executive Vice President and Chief Financial Officer — Kathleen Kelly Oberg Senior Vice President, Investor Relations — Jackie (last name not stated) Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Portfolio -- Nearly 1,780,000 rooms across more than 9,800 properties in 145 countries and territories at year-end. -- Nearly 1,780,000 rooms across more than 9,800 properties in 145 countries and territories at year-end. Signings -- Nearly 1,200 deals representing 163,000 rooms signed during the year, with conversions accounting for about one-third of both signings and openings. -- Nearly 1,200 deals representing 163,000 rooms signed during the year, with conversions accounting for about one-third of both signings and openings. Development Pipeline -- Record 610,000 rooms in the pipeline, up 2% sequentially and 6% year over year; roughly 265,000 of these rooms are under construction, an increase of 15% year over year. -- Record 610,000 rooms in the pipeline, up 2% sequentially and 6% year over year; roughly 265,000 of these rooms are under construction, an increase of 15% year over year. Net Rooms Growth Guidance -- Expected acceleration to 4.5%-5% in 2026 on an organic basis, including typical room deletions of 1%-1.5%. -- Expected acceleration to 4.5%-5% in 2026 on an organic basis, including typical room deletions of 1%-1.5%. Global RevPAR -- Full-year RevPAR rose 2%; U.S. and Canada up 0.7%, international up over 5%. -- Full-year RevPAR rose 2%; U.S. and Canada up 0.7%, international up over 5%. Leisure RevPAR -- Up 3% year over year; group RevPAR up 2%, business transient RevPAR flat. -- Up 3% year over year; group RevPAR up 2%, business transient RevPAR flat. Luxury RevPAR -- Increased over 6% for the year; select service RevPAR declined 30 basis points. -- Increased over 6% for the ye...
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented: Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current ...
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented: Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current quarter, which suggested that they aren’t getting killed by high memory prices, at least not yet. Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers” Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools. While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented: Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current ...
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented: Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current quarter, which suggested that they aren’t getting killed by high memory prices, at least not yet. Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers” Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools. While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
US stocks were muted on Tuesday as investors examined the first of several key economic data releases this week in an attempt to find clues on the Federal Reserve’s interest-rate path. The S&P 500 Index was little changed at 9:53 a.m. in New York, halting its rally. Meanwhile, the technology-heavy Nasdaq 100 Index was 0.1% lower and the Cboe Volatility Index hovered at around 17 . Retail sales une...
US stocks were muted on Tuesday as investors examined the first of several key economic data releases this week in an attempt to find clues on the Federal Reserve’s interest-rate path. The S&P 500 Index was little changed at 9:53 a.m. in New York, halting its rally. Meanwhile, the technology-heavy Nasdaq 100 Index was 0.1% lower and the Cboe Volatility Index hovered at around 17 . Retail sales unexpectedly stalled in December, Commerce Department data showed on Tuesday. The value of retail purchases, unadjusted for inflation, was little changed after a 0.6% gain in November. When broken down into categories, eight of 13 posted decreases. While stocks and bonds rallied on the retail data news, the “reaction was muted just ahead of tomorrow’s all-important employment report for January,” said Gary Schlossberg , global strategist at Wells Fargo Investment Institute. “The latest news on consumer spending did little to change the outlook for another rate cut by the Federal Reserve, still priced in the Fed funds futures market for the next such move at the June 17 meeting,” Schlossberg added. The figures indicate that there was a short-lived burst of activity at the beginning of the holiday-shopping season. Households continue to be frustrated over the high cost of living and worries about the job market persist. “Consumer spending has finally caught up with consumer sentiment, and not in a good way,” said Chris Zaccarelli , chief investment officer for Northlight Asset Management, adding that the data shows “consumers are no longer relentlessly increasing their level of spending.” Two other indicators that most move markets — payrolls and consumer price index — are still to come on Wednesday and Friday respectively. Initial jobless claims for the previous week will also be in focus for investors. Concerns around artificial intelligence has been a big theme over the last few sessions, particularly as investors rotate into less risky and speculative areas of the market. So...
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer looked at recently. Cramer noted that the stock was “due for a breather,” as he remarked: This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said. Alphabet plans to spend $175 to $185 billion, w...
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer looked at recently. Cramer noted that the stock was “due for a breather,” as he remarked: This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said. Alphabet plans to spend $175 to $185 billion, when the analysts expected just $116.5 billion… Initially, it looked like Alphabet might get away with this huge CapEx forecast as they blew away the numbers, and they’re winning the AI race on the consumer side. Jim Cramer on Alphabet (GOOGL): “They’re the Best at Everything They Do” Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — August Troendle President — Jesse Geiger Chief Financial Officer — Kevin Brady Head of Investor Relations — Lauren Morris TAKEAWAYS Revenue -- $708.5 million in the fourth quarter, up 32%, and $2.53 billion for the full year, a 20% increase. -- $708.5 million in the fourth quarter, up 32%...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — August Troendle President — Jesse Geiger Chief Financial Officer — Kevin Brady Head of Investor Relations — Lauren Morris TAKEAWAYS Revenue -- $708.5 million in the fourth quarter, up 32%, and $2.53 billion for the full year, a 20% increase. -- $708.5 million in the fourth quarter, up 32%, and $2.53 billion for the full year, a 20% increase. EBITDA -- $160.2 million in the fourth quarter, up 20%; full year EBITDA was $557.7 million, growing 16.1%. -- $160.2 million in the fourth quarter, up 20%; full year EBITDA was $557.7 million, growing 16.1%. EBITDA Margin -- 22.6% for the quarter and 22% for the year, both below prior periods due to higher reimbursable costs from therapeutic mix. -- 22.6% for the quarter and 22% for the year, both below prior periods due to higher reimbursable costs from therapeutic mix. Net Income -- $135.1 million in the fourth quarter, up 15.5%; full year net income was $451.1 million, up 11.6%. -- $135.1 million in the fourth quarter, up 15.5%; full year net income was $451.1 million, up 11.6%. Diluted EPS -- $4.67 for the quarter and $15.28 for the full year, representing yearly growth from $12.63. -- $4.67 for the quarter and $15.28 for the full year, representing yearly growth from $12.63. Net New Business Awards -- $736.6 million for the quarter, up 39.1%; $2.65 billion for the year, up 18.7%. -- $736.6 million for the quarter, up 39.1%; $2.65 billion for the year, up 18.7%. Backlog -- $3 billion as of year-end, up 4.3%, with $1.9 billion projected to convert to revenue over the next year. -- $3 billion as of year-end, up 4.3%, with $1.9 billion projected to convert to revenue over the next year. Net Book-to-Bill Ratio -- 1.04 for the quarter, noted as lower than anticipated because of elevated cancellations. -- 1.04 for the quarter, noted as lower than anticipated because of elevated cancellations. Backlog Conversion Rate -- 2...
Scam cases in Hong Kong fell by 2.9 per cent last year over the figure for 2024 after rising annually since 2019, while overall recorded crimes decreased by 5.9 per cent, according to police. In revealing the annual figures on Tuesday, Commissioner of Police Joe Chow Yat-ming also told lawmakers that fewer traditional street crimes were recorded, but homicide cases jumped 10-fold to 194 from 19, m...
Scam cases in Hong Kong fell by 2.9 per cent last year over the figure for 2024 after rising annually since 2019, while overall recorded crimes decreased by 5.9 per cent, according to police. In revealing the annual figures on Tuesday, Commissioner of Police Joe Chow Yat-ming also told lawmakers that fewer traditional street crimes were recorded, but homicide cases jumped 10-fold to 194 from 19, mostly due to the inclusion of the 168 people killed in the Wang Fuk Court blaze. “The main rise [excluding Wang Fuk Court victims] came from domestic violence, mainly due to financial problems or murder-suicides with patients with chronic illnesses,” Chow said. Advertisement The force has arrested 16 people on suspicion of manslaughter in relation to the inferno in Tai Po last November. Overall, Hong Kong recorded 89,137 crimes last year, a 5.9 per cent drop from the 94,747 in 2024. Deception cases took up nearly half the number, accounting for 48.5 per cent. Advertisement There were 43,212 scam cases last year, down by 2.9 per cent in 2024 and marking the first annual decline since 2019.
The post A Passive ETF, Built for Your Investment Goals. Motley Fool Asset Management Expands Investment Offerings to Diversify Portfolios. by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Disclose...
The post A Passive ETF, Built for Your Investment Goals. Motley Fool Asset Management Expands Investment Offerings to Diversify Portfolios. by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . Every investor has their own goals. Some are looking to perfect the long game, while others are looking to take on extra risk in exchange for future growth. Regardless of what bucket you fall in, your investment portfolio should reflect your goals. That’s the philosophy behind Motley Fool Asset Management’s newest factor ETF offerings. Each passive ETF offers a growth-oriented alternative to broad index funds, allowing investors to diversify their portfolio based on their investment goals. The funds are composed of U.S. companies vetted and rated by analysts from The Motley Fool, LLC based on quality, risk, and growth potential. Put professional analysts’ highest-conviction stock picks to work for your portfolio, all with the ease and convenience of an ETF. Explore Fool ETFs. A Closer Look at Motley Fool Asset Management’s Newest ETFs Each of Motley Fool Asset Management’s newest ETFs are built on the “Foolish” investment philosophy of buying and holding high-quality stocks for long periods of time. Here’s a closer look at each of the ETFs, and the type of investor they might be good for: Motley Fool Innovative Growth Factor ETF (MFIG) – Targets companies with accelerating profitability and innovation, measured through a proprietary Innovative Growth Composite Score based on gross profit growth, growth acceleration, and investment in intangible assets such as R&D, brand, and human capital. Good for: Those who have a higher risk tolerance and are seeking higher return potential. Motley Fool Value Factor ETF (MFVL) – Focused on attractively valued companies identified thr...
Shanaka Anslem Perera | February 11, 2026 I. 229x: The Most Dangerous Number in Global Markets Something extraordinary happened on the evening of February 3, 2026. While $300 billion in software market capitalization was being incinerated across the Nasdaq in what traders would later call the SaaSpocalypse, while the IGV Software ETF was plunging into a technical bear market and portfolio managers...
Shanaka Anslem Perera | February 11, 2026 I. 229x: The Most Dangerous Number in Global Markets Something extraordinary happened on the evening of February 3, 2026. While $300 billion in software market capitalization was being incinerated across the Nasdaq in what traders would later call the SaaSpocalypse, while the IGV Software ETF was plunging into a technical bear market and portfolio managers across three continents were fielding margin calls on their cloud positions, one company reported earnings that made the carnage irrelevant. Palantir Technologies posted fourth-quarter revenue of $1.407 billion, representing 70% year-over-year growth at a scale where such acceleration is supposed to be mathematically impossible. U.S. commercial revenue reached $507 million, up 137% from the prior year. The adjusted operating margin printed at 57%. The free cash flow margin hit 56%. The Rule of 40 score, the metric by which software companies measure the tradeoff between growth and profitability, registered 127%. Total contract value booked in the quarter reached an all-time record of $4.26 billion, up 138% year over year. The stock surged. The consensus celebrated. The narrative hardened into something resembling religious certainty: Palantir is the winner of the AI era, the platform that converts artificial intelligence from PowerPoint promise into operational reality, the company that solved the deployment problem everyone else is failing at. And every word of that narrative is supported by evidence. Here is the number that should concern you. At $143 per share, Palantir trades at approximately 229 times trailing earnings. Its market capitalization exceeds $340 billion. This prices the company not merely as exceptional, not merely as generational, but as the single greatest software enterprise in the history of capitalism. This is not hyperbole. It is arithmetic. To justify a 229x price-to-earnings multiple at a $340 billion market capitalization, Palantir must execute w...
BlackJack3D Strategy executive chairman and founder Michael Saylor said the company ( MSTR ) will continue purchasing Bitcoin ( BTC-USD ) indefinitely, revealing plans to buy “every quarter forever” despite the cryptocurrency trading under $70,000 amid recent market volatility. The firm recently added approximately $90M worth of Bitcoin ( BTC-USD ) to its holdings, doubling down while other invest...
BlackJack3D Strategy executive chairman and founder Michael Saylor said the company ( MSTR ) will continue purchasing Bitcoin ( BTC-USD ) indefinitely, revealing plans to buy “every quarter forever” despite the cryptocurrency trading under $70,000 amid recent market volatility. The firm recently added approximately $90M worth of Bitcoin ( BTC-USD ) to its holdings, doubling down while other investors have grown nervous about price fluctuations. In an interview with CNBC, Saylor characterized Bitcoin ( BTC-USD ) as “digital capital” that will naturally experience two to four times the volatility of traditional assets like gold ( XAUUSD:CUR ), equity ( SP500 ), ( COMP:IND ), ( DJI ), or real estate. He framed this characteristic as an advantage rather than a liability, stating “the volatility is the bug, but the volatility is the feature.” Saylor said that Bitcoin’s ( BTC-USD ) superior performance this decade directly correlates with its higher volatility, making it the foundation for what he calls “digital credit.” Addressing concerns that Strategy could be forced to sell its bitcoin holdings if prices continue declining, Saylor dismissed such worries as unfounded. “The truth is our net leverage ratio is half the typical investment grade company,” he said, noting the company maintains two and a half years of cash reserves to cover both dividends and debt obligations. Even in an extreme scenario where Bitcoin ( BTC-USD ) fell 90% over four years, Saylor maintained the company would simply refinance its debt rather than liquidate holdings. Saylor pointed to a broader market evolution where Wall Street banks and digital credit instruments will increasingly drive Bitcoin’s ( BTC-USD ) price dynamics. He argued that as major financial institutions like Citi, Schwab, JPMorgan, and BNY Mellon roll out credit products against Bitcoin, their influence will exceed that of miners by a factor of ten. When asked about Strategy’s stock ( MSTR ) declining 60% over the past year, S...
India has ordered social media platforms to step up policing of deepfakes and other AI-generated impersonations, while sharply shortening the time they have to comply with takedown orders. It’s a move that could reshape how global tech firms moderate content in one of the world’s largest and fastest growing market for internet services. The changes, published (PDF) on Tuesday as amendments to Indi...
India has ordered social media platforms to step up policing of deepfakes and other AI-generated impersonations, while sharply shortening the time they have to comply with takedown orders. It’s a move that could reshape how global tech firms moderate content in one of the world’s largest and fastest growing market for internet services. The changes, published (PDF) on Tuesday as amendments to India’s 2021 IT Rules, bring deepfakes under a formal regulatory framework, mandating the labelling and traceability of synthetic audio and visual content, while also slashing compliance timelines for platforms, including a three-hour deadline for official takedown orders and a two-hour window for certain urgent user complaints. India’s importance as a digital market amplifies the impact of the new rules. With over a billion internet users and a predominantly young population, the South Asian nation is a critical market for platforms like Meta and YouTube, making it likely that compliance measures adopted in India will influence global product and moderation practices. Under the amended rules, social media platforms that allow users to upload or share audio-visual content must require disclosures on whether material is synthetically generated, deploy tools to verify those claims, and ensure that deepfakes are clearly labelled and embedded with traceable provenance data. Certain categories of synthetic content — including deceptive impersonations, non-consensual intimate imagery, and material linked to serious crimes — are barred outright in the rules. Non-compliance, particularly in cases flagged by authorities or users, can expose companies to greater legal liability by jeopardising their safe-harbour protections under Indian law. The rules lean heavily on automated systems to meet those obligations. Platforms are expected to deploy technical tools to verify user disclosures, identify, and label deepfakes, and prevent the creation or sharing of prohibited synthetic content in ...
buradaki/iStock via Getty Images Infleqtion, which designs and builds quantum computers, precision sensors, and quantum software, is collaborating with NASA to launch the world's first quantum gravity sensor into low Earth orbit. Infleqtion is currently in the process of merging with Churchill X ( CCCX ), a special purpose acquisition company, which is expected to close before the end of the first...
buradaki/iStock via Getty Images Infleqtion, which designs and builds quantum computers, precision sensors, and quantum software, is collaborating with NASA to launch the world's first quantum gravity sensor into low Earth orbit. Infleqtion is currently in the process of merging with Churchill X ( CCCX ), a special purpose acquisition company, which is expected to close before the end of the first quarter of 2026. The combined company will operate as Infleqtion and is expected to be listed on the New York Stock Exchange under the ticker INFQ. Shares of Churchill X had spiked 12% during morning market action on Tuesday. The one-year mission, slated for launch in 2030, is dubbed the Quantum Gravity Gradiometer Pathfinder mission. The quantum sensor will be capable of measuring Earth's gravitational fields and gradients. It is designed to monitor mass dynamics across the planet's surface, including changes in water, ice and land, while operating in microgravity, which enables longer interaction times and correspondingly improved measurement sensitivities. On Monday, Infleqtion announced it had entered into a partnership with the U.S. Department of Energy to help improve electric grid optimization using quantum computing. Several publicly traded quantum companies focus on working with various U.S. government agencies, such as IonQ ( IONQ ), Rigetti Computing ( RGTI ) and D-Wave Quantum ( QBTS ). More on Churchill Capital Corp X Infleqtion: The Quantum Stock To Own - Safran Deal Validates Quantum Sensing, Fueling Quantum Computing Churchill Capital X: Reading The Tea Leaves On Infleqtion Infleqtion lands deal with DOE to help achieve grid optimization through quantum computing Infleqtion and SPAC Churchill's filing gets SEC clearance Seeking Alpha’s Quant Rating on Churchill Capital Corp X
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the company’s CapEx forecast, as he stated: This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said… Amazon said, hold my beer and projected $200 billion...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the company’s CapEx forecast, as he stated: This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said… Amazon said, hold my beer and projected $200 billion in CapEx this year when Wall Street was only looking for $146.6 billion… As for Amazon, I believe in management’s ability to deliver, but you need a certain level of faith if you’re planning to own this one. That $200 billion CapEx number was shocking as the company… invested in everything from AI infrastructure to its retail operations to the low Earth orbit satellites that it can use to compete against Starlink. It totally overshadowed positives from the quarter, including strong growth from Amazon Web Services. Jim Cramer on Amazon.com (AMZN): “You Need a Certain Level of Faith if You’re Planning to Own This One” Copyright: prykhodov / 123RF Stock Photo Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.