Investing.com -- Apple defied trends in China by posting 8% year-on-year sales growth in January, making it the only major smartphone brand to achieve positive results in the world's largest smartphone market.
Investing.com -- Apple defied trends in China by posting 8% year-on-year sales growth in January, making it the only major smartphone brand to achieve positive results in the world's largest smartphone market.
ko_orn/iStock via Getty Images The current selloff in software stocks ( IGPT ), ( XSW ), ( IGV ) is an overreaction driven by misplaced fears that artificial intelligence will eliminate the need for software, according to Ray Wang, founder and chairman of Constellation Research. In an interview with CNBC, Wang argued that high-performing companies are being unfairly punished by investors despite s...
ko_orn/iStock via Getty Images The current selloff in software stocks ( IGPT ), ( XSW ), ( IGV ) is an overreaction driven by misplaced fears that artificial intelligence will eliminate the need for software, according to Ray Wang, founder and chairman of Constellation Research. In an interview with CNBC, Wang argued that high-performing companies are being unfairly punished by investors despite strong fundamentals, calling the situation a “SaaS apocalypse” that is entirely unwarranted. “The way they’re being undervalued makes no sense at this moment because I think people are overreacting saying that software is going to go away with AI, but not all software is going away with AI,” Wang said. He pointed to ServiceNow ( NOW ) and Salesforce ( CRM ) as examples of companies caught in the downturn despite impressive performance metrics, noting that ServiceNow ( NOW ) is operating at “rule 50, probably going to rule 60” levels. Wang used Cisco Systems ( CSCO ) as a prime example of a company being punished by Wall Street despite being well-positioned to capture significant AI spending. The company has $2.1B in hyperscaler AI infrastructure orders and just released a new Silicon One G300 chip, yet investors reacted negatively to its guidance. “The Street’s in an anti-AI mode, and everyone’s dumping AI for this moment in time and taking their gains from the beginning of the year,” Wang explained. The analyst emphasized that Cisco ( CSCO ) is squarely positioned to benefit from an estimated $700B in capital expenditure spending among major tech companies, placing it alongside NVIDIA ( NVDA ) and TSMC ( TSM ) as primary beneficiaries of AI infrastructure investment. Wang noted that the new G300 chip, a three-nanometer switch chip from TSMC, introduces much-needed competition to a market currently dominated by Broadcom ( AVGO ) and NVIDIA ( NVDA ). Looking ahead, Wang predicted that investors will rotate back into technology stocks ( ARTY ), ( AIQ ), ( XLK ), ( VGT ) by the...
Coincheck Group N.V. press release ( CNCK ): Q3 Revenue of ¥143.5B (+16.6% Y/Y). Net income of ¥405M. More on Coincheck Group N.V. Coincheck: M&A Moves Address Prior Concerns Key deals this week: Merck, Glencore, CrowdStrike, Marvell Technology, Steel Dynamics and more Coincheck to acquire 3iQ from Monex in all-stock deal Seeking Alpha’s Quant Rating on Coincheck Group N.V. Historical earnings dat...
Coincheck Group N.V. press release ( CNCK ): Q3 Revenue of ¥143.5B (+16.6% Y/Y). Net income of ¥405M. More on Coincheck Group N.V. Coincheck: M&A Moves Address Prior Concerns Key deals this week: Merck, Glencore, CrowdStrike, Marvell Technology, Steel Dynamics and more Coincheck to acquire 3iQ from Monex in all-stock deal Seeking Alpha’s Quant Rating on Coincheck Group N.V. Historical earnings data for Coincheck Group N.V.
The artificial intelligence boom is here. And it's undeniable. Alphabet 's Waymo is providing 400,000 autonomous rides per week and tech giants are collectively committing to spending hundreds of billions of dollars on capital expenditures in 2026, driven primarily by AI computing infrastructure. As investors assess the implications of the technological revolution we find ourselves in, it's a good...
The artificial intelligence boom is here. And it's undeniable. Alphabet 's Waymo is providing 400,000 autonomous rides per week and tech giants are collectively committing to spending hundreds of billions of dollars on capital expenditures in 2026, driven primarily by AI computing infrastructure. As investors assess the implications of the technological revolution we find ourselves in, it's a good time to consider what companies are sitting at the center of this new era. I'd argue that AI chipmaker Nvidia (NASDAQ: NVDA) and electric carmaker Tesla (NASDAQ: TSLA) are two of the most pivotal players in today's AI race. Nvidia is powering this expansionary moment with its chips, and Tesla is extending AI into the physical world with autonomous vehicles and robotics. But which of these two AI growth stocks is the better buy? To find out, let's look closely at both. Continue reading
As Big Tech has surged ahead with a mass data center build-out, state congressional leaders have begun introducing bills that would pause developments in their states.
As Big Tech has surged ahead with a mass data center build-out, state congressional leaders have begun introducing bills that would pause developments in their states.
On February 10, 2026, Reinhart Partners, LLC. disclosed in an SEC filing that it sold all 2,208,439 shares of Marcus & Millichap (NYSE:MMI) , an estimated $64.82 million transaction based on quarterly average pricing. According to an SEC filing dated February 10, 2026, Reinhart Partners, LLC. sold all 2,208,439 shares of Marcus & Millichap in the most recent quarter. The estimated value of the tra...
On February 10, 2026, Reinhart Partners, LLC. disclosed in an SEC filing that it sold all 2,208,439 shares of Marcus & Millichap (NYSE:MMI) , an estimated $64.82 million transaction based on quarterly average pricing. According to an SEC filing dated February 10, 2026, Reinhart Partners, LLC. sold all 2,208,439 shares of Marcus & Millichap in the most recent quarter. The estimated value of the transaction was $64.82 million, calculated using the average share price for the quarter. This sale brought the fund’s position in Marcus & Millichap to zero at quarter end. The position value change was $64.82 million, matching the amount of the sale. The fund fully exited its Marcus & Millichap stake, reducing its exposure by 1.94% of 13F reportable AUM this quarter. Continue reading
Vincent Chan admitted a series of crimes against young girls in his care as well as women over nearly two decades A paedophile former nursery worker has been jailed for 18 years at Wood Green crown court for the “wicked” sexual abuse of young children. Vincent Chan abused young children in his care – engaging in physical sexual abuse, taking obscene photos of them and creating others using softwar...
Vincent Chan admitted a series of crimes against young girls in his care as well as women over nearly two decades A paedophile former nursery worker has been jailed for 18 years at Wood Green crown court for the “wicked” sexual abuse of young children. Vincent Chan abused young children in his care – engaging in physical sexual abuse, taking obscene photos of them and creating others using software – as well as taking obscene images of himself in a classroom. He also set up cameras to watch women changing or going to the toilet, and sexually assaulted a woman while she was asleep. Continue reading...
Actor pens emotional handwritten letter to remember late Dawson’s Creek co-star as show creator also shares his grief James Van Der Beek was so much more than just Dawson James Van Der Beek: a life in pictures Katie Holmes has shared a handwritten letter to her late Dawson’s Creek co-star James Van Der Beek. The actor, who played Joey in the era-defining teen drama series, posted a tribute on Inst...
Actor pens emotional handwritten letter to remember late Dawson’s Creek co-star as show creator also shares his grief James Van Der Beek was so much more than just Dawson James Van Der Beek: a life in pictures Katie Holmes has shared a handwritten letter to her late Dawson’s Creek co-star James Van Der Beek. The actor, who played Joey in the era-defining teen drama series, posted a tribute on Instagram addressed to Van Der Beek, who died this week at the age of 48. Continue reading...
designer491/iStock via Getty Images Introduction When I joined the U.S. Navy at 18-years-old, two months out of high school, I honestly didn't know what I was getting myself into at the time. Before joining, I planned to do the same as many Americans. Go to college, work a traditional job, retire in my 60s, and ride off into the sunset. After a family member suggested I try the military, I took an...
designer491/iStock via Getty Images Introduction When I joined the U.S. Navy at 18-years-old, two months out of high school, I honestly didn't know what I was getting myself into at the time. Before joining, I planned to do the same as many Americans. Go to college, work a traditional job, retire in my 60s, and ride off into the sunset. After a family member suggested I try the military, I took and passed the ASVAB test, signed on the dotted line, and the rest is history. My career flowed by, and after about 10 years, I realized I was in it for the long haul. After visiting various countries , several duty stations, seven U.S. warships, multiple deployments, and 21 years later, I decided it was time to retire. In this article, I discuss my transition from the military to Seeking Alpha, what got me into investing, and my advice to new contributors on how to succeed on the platform. How My Military Service Shaped Me for the Transition During my time in the military, I learned a lot of things about life. However, finance wasn't one of them. My career in the Navy as a Boatswain's Mate was the farthest thing from finance. But lessons from visiting multiple countries, experiencing different cultures, and seeing my fellow veterans struggle post-retirement is what initially piqued my interest in finance. So, I started reading investment magazines. And anything related to Warren Buffett. After completing my first two deployments and saving a bit of money, I was stationed in Texas. This is where I first dipped my toes into investing. I gained knowledge from my chief, as he often mentioned taking a simple approach by investing in no-load, no-fee mutual funds. He also mentioned buying and holding blue-chip stocks like The Coca-Cola Company ( KO ), PepsiCo ( PEP ), and Procter & Gamble ( PG ). Although I would listen and often invest, I didn't have the mental capacity to actually become a successful investor. It wasn't until a few years before retirement that I actually took inv...
Ahead Of EU Competitiveness Summit: Macron Pushes Eurobonds Submitted By Thomas Kolbe As the 27 EU heads of government convene with EU Commission President Ursula von der Leyen on Thursday, the stakes are high from a fiscal perspective. A decisive item on the agenda at Belgium’s Alden Biesen Castle is the so-called Draghi Plan. The question hovering above it all is as simple as it is explosive: Ho...
Ahead Of EU Competitiveness Summit: Macron Pushes Eurobonds Submitted By Thomas Kolbe As the 27 EU heads of government convene with EU Commission President Ursula von der Leyen on Thursday, the stakes are high from a fiscal perspective. A decisive item on the agenda at Belgium’s Alden Biesen Castle is the so-called Draghi Plan. The question hovering above it all is as simple as it is explosive: How can the obvious productivity and growth weakness of the Eurozone economy be overcome? For years, economic dynamism has lagged behind other major economies, with structural barriers stifling investment and innovation. Over-indebtedness and bureaucratic weight press down like lead on EU economies. For former ECB President and former Italian Prime Minister Mario Draghi, the answer is clear. He calls for a massive, debt-financed stimulus program to give Europe’s economy a new jolt. The scale and financing of this initiative mark a profound turning point in European financial policy. It is the hour of the central planners and Euro-bureaucrats. In Alden Biesen, the European Union’s course will be determined – and how it responds to its economic weakness. Two years ago, Draghi laid out his strategy to strengthen the EU’s competitiveness. In short, Eurozone countries would raise €800 billion annually in joint debt and invest these funds strategically in renewable energy, digitalization, and coordinated European industrial policy. This, he argues, would close the massive competitiveness gap with the US and China. Simply put – EU intellectual processes usually operate on modest ambition. The Draghi Plan represents a profound paradigm shift. It implies the completion of the Capital Markets Union and the creation of an EU-wide debt pool – precisely the instrument that former Chancellor Helmut Kohl had deemed an absolute red line for abandoning the Deutsche Mark and introducing the euro. Kohl’s skepticism was not unfounded. For those familiar with the fiscal behavior of countries such...
Legislation is latest step in Giorgia Meloni’s far-right government’s crackdown on irregular migration Italy’s prime minister says her government will deploy every tool at its disposal to “guarantee the security of our borders” after approving a bill authorising naval blockades to stop boats from arriving in Italy during periods of “exceptional pressure”. The bill is the latest step in the crackdo...
Legislation is latest step in Giorgia Meloni’s far-right government’s crackdown on irregular migration Italy’s prime minister says her government will deploy every tool at its disposal to “guarantee the security of our borders” after approving a bill authorising naval blockades to stop boats from arriving in Italy during periods of “exceptional pressure”. The bill is the latest step in the crackdown on irregular immigration by Giorgia Meloni’s far-right government, which has included tough measures against charity rescue ships, harsher jail terms for human smugglers and schemes aimed at swiftly repatriating people . Continue reading...