Norges Bank's investment in IonQ ( IONQ ) may be the start of active asset managers interest in quantum computing, Wedbush Securities said. “In addition to meaningfully increasing its initial position in IONQ, we would note Norges also made new investments in RGTI and D-Wave in CQ4, suggesting it sees more than one quantum winner and also likely more than one successful modality in the long-term, ...
Norges Bank's investment in IonQ ( IONQ ) may be the start of active asset managers interest in quantum computing, Wedbush Securities said. “In addition to meaningfully increasing its initial position in IONQ, we would note Norges also made new investments in RGTI and D-Wave in CQ4, suggesting it sees more than one quantum winner and also likely more than one successful modality in the long-term, a view we would agree with,” analyst Antoine Legault wrote in a note to clients. Norges Bank is the largest sovereign wealth fund in the world and manages around $2T for Norway. According to its recently filed 13-F, Norges Bank had $200M worth of stock in IonQ, $39M worth of Rigetti, and $4M worth of D-Wave Quantum as of the fourth quarter. And while the positions are still small compared to the company's respective market caps and Norges' total assets under management, Legault said he views it as a “sophisticated” asset manager “making a bet on the long-term potential of the technology.” It could also become the start of other active asset managers going into the space, which has so far been dominated by retail investors and passive asset managers or ETF providers. “Net, despite the recent volatility seen in quantum computing stocks, we remain constructive on the long-term prospects of the technology and its addressable market, and reiterate our OUTPERFORM ratings on IONQ, RGTI, and QBTS,” Legault added. More on IonQ IonQ: More Cash Down The Drain The Quantum Pair Trade: Long IonQ, Short Quantum Computing IonQ: Critical Department Of War Memo Key deals this week: Apple, McEwen Mining, IonQ, Leidos, and more Quantum computing stocks hit hard as tech turns risk-off
The person behind an anonymous social media account that posts AI videos of politicians has been identified as a man who has spent time in prison for multiple hate crimes directed towards Jewish people. Joshua Bonehill-Paine was identified by Channel 4 News as the owner of Crewkerne Gazette, a satirical X account that created AI videos involving politicians such as Keir Starmer, Angela Rayner and ...
The person behind an anonymous social media account that posts AI videos of politicians has been identified as a man who has spent time in prison for multiple hate crimes directed towards Jewish people. Joshua Bonehill-Paine was identified by Channel 4 News as the owner of Crewkerne Gazette, a satirical X account that created AI videos involving politicians such as Keir Starmer, Angela Rayner and Andy Burnham apparently singing popular songs from artist such as Amy Winehouse, Barry Manilow and Elton John with altered, politically themed lyrics. Bonehill-Paine, 33, who has previously described himself as a “nationalist, fascist, theorist and supporter of white rights”, has a long history of discriminatory behaviour. This has included perpetuating fake stories such as a pub in Leicestershire refusing to admit members of the armed forces so as to not offend immigrants, and a six-year-old being abducted by an Asian grooming gang in Croydon. Bonehill-Paine told the Guardian that he no longer holds antisemitic views, providing proof that he had passed the government’s Prevent awareness course and that he had worked in counter-extremism education. He has described himself online as now holding “a deep affection for Israel”. In early 2015 Bonehill-Paine attempted to organise a mass protest in Stamford Hill, north London to rally “against the complete Jewification of the borough”, and later in the year tried to organise another in Golders Green, an area of the city with a large Jewish population. He promoted the latter with a cartoon image of Hitler and wrote that the event would be “an absolute gas”. He was sentenced to three years and four months in jail for inciting hatred against Jews. Later, in 2016, he was found guilty of racially aggravated harassment for abuse directed at then Labour MP Luciana Berger, who is Jewish, which included posting messages to his blog calling Berger “a rodent”, “evil money-grabber” and “a dominatrix”, and uploading an image of a rat with Ber...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TSMC reported its highest monthly revenue on record, driven by strong demand for advanced AI chips. The company plans a major increase in capital expenditure, with most of the budget directed to advanced process technologies used in AI. TSMC is taking a visibl...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TSMC reported its highest monthly revenue on record, driven by strong demand for advanced AI chips. The company plans a major increase in capital expenditure, with most of the budget directed to advanced process technologies used in AI. TSMC is taking a visible role in the debate over where cutting edge chip production should sit, as Taiwan resists US pressure to shift more manufacturing offshore. For investors watching NYSE:TSM, this revenue milestone and capex update comes after a strong run in the share price, which is at $361.91. The stock is up 7.8% over the past week, 11.8% over the past month, and 13.2% year to date, with a 75.2% gain over the past year. The combination of record AI related demand, heavier spending on advanced nodes, and the global discussion around where these fabs are located could shape how you think about TSMC's role in the chip supply chain. As the company commits more capital to cutting edge production, the balance between its Taiwan base and overseas expansion will likely remain a key focus for both investors and policymakers. Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at Feb 2026 We've flagged 1 risk for Taiwan Semiconductor Manufacturing. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At US$361.91 versus a consensus target of about US$432.60, the price sits roughly 16% below analyst expectations. ❌ Simply Wall St Valuation : Simply Wall St estimates the shares are trading about 51.9% above fair value, so the stock screens as overvalued on that model. ✅ Recent Momentum: The 30 day return of about 11.8% shows strong short term momen...
Earnings Call Insights: Urban Edge Properties (UE) Q4 2025 Management View CEO Jeffrey Olson highlighted "2025 was another strong year for Urban Edge. We generated FFO as adjusted of $1.43 per share, representing 6% growth, driven by the continued execution on our signed-but-not-open pipeline and 5% same-property NOI growth." Olson pointed to leasing records with 58 new leases and a record shop oc...
Earnings Call Insights: Urban Edge Properties (UE) Q4 2025 Management View CEO Jeffrey Olson highlighted "2025 was another strong year for Urban Edge. We generated FFO as adjusted of $1.43 per share, representing 6% growth, driven by the continued execution on our signed-but-not-open pipeline and 5% same-property NOI growth." Olson pointed to leasing records with 58 new leases and a record shop occupancy of 92.6%. He stated, "New lease spreads have now exceeded 20% for 4 consecutive years, reflecting strong demand and limited availability of high-quality retail spaces throughout our markets." Olson discussed the company's signed-but-not-open pipeline, sharing, "Our remaining signed-but-not-open pipeline is expected to generate an additional $22 million of annual gross rent, representing 8% of current NOI." He noted the completion of 14 projects totaling $55 million at a 19% unlevered yield and ongoing redevelopment of $166 million expected to yield 14% unlevered returns. Olson added, "Looking ahead to 2026, our goals include achieving FFO as adjusted growth of at least 4.5%, same-property NOI growth above 3% and returning leased occupancy toward our historical high of approximately 98%." Executive VP & COO Jeffrey Mooallem stated, "During the fourth quarter, we signed 47 new leases totaling more than 200,000 square feet, including 14 new leases at an 11% same space spread and 33 renewals at a 17% spread. That brought our total for the year to 58 new leases for over 360,000 square feet at a same space spread of 32%." Mooallem also commented on redevelopment, "We stabilized 3 projects in the fourth quarter, totaling $12 million of investment as rent commenced for Tesla at Total Commons, Dave's Hot Chicken at Yonkers Gateway and First Watch at Bergen Town Center. These projects will generate about a 26% yield." CFO Mark Langer reported, "FFO as adjusted was $0.36 per share for the fourth quarter and $1.43 per share for the full year, representing 6% growth over 2024. S...
Earnings Call Insights: American International Group, Inc. (AIG) (AIG) Q4 2025 Management View CEO Peter Zaffino highlighted that "we delivered adjusted after-tax income per diluted share of $1.96, a 51% increase year-over-year," and described underwriting income of $670 million, up 48% year-over-year. Zaffino emphasized consistent underwriting and operating discipline, noting, "Global Commercial ...
Earnings Call Insights: American International Group, Inc. (AIG) (AIG) Q4 2025 Management View CEO Peter Zaffino highlighted that "we delivered adjusted after-tax income per diluted share of $1.96, a 51% increase year-over-year," and described underwriting income of $670 million, up 48% year-over-year. Zaffino emphasized consistent underwriting and operating discipline, noting, "Global Commercial net premiums written grew 3% despite North America Retail Property contracting due to our reduced appetite given the current market environment." Zaffino detailed the company’s progress on AI and digital strategies: "We've made significant progress embedding gen AI across our core underwriting and claims processes and expanding it across AIG." The CEO announced a leadership change, stating, "I felt it was the right time to retire as Chief Executive Officer and transition to the role of Executive Chair of the Board," and welcomed Eric Andersen as President and CEO-elect. Strategic moves included the Everest renewal rights deal, an investment in Convex Group, and the launch of SPV Syndicate 2479 with Amwins and Blackstone. Zaffino stated, "All are expected to contribute to AIG's earnings, earnings per share and return on equity in 2026, and we believe these transactions should be more accretive in 2026 and 2027 than share repurchases." CFO Keith Walsh reported, "Adjusted after-tax income for the quarter was $1.1 billion, an increase of 31% year-over-year. Underwriting income was $670 million, an increase of 48% year-over-year, and net investment income was $954 million, an increase of 9%." Outlook Zaffino projected, "For the full year 2026, we expect low to mid-teens net premiums written growth in General Insurance, and we believe that 2026 is already off to a very strong start." Management reaffirmed their commitment to achieving a sub-30% expense ratio by 2027, with Walsh stating, "We are well positioned to meet or exceed all of our Investor Day targets by 2027 or earlier."...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET Call participants Executive Chair — Robert E. Sanchez Incoming Chief Executive Officer — John J. Diez Executive Vice President & Chief Financial Officer — Cristina A. Gallo-Aquino President, Fleet Management Solutions — Thomas M. Havens President, Supply Chain Solutions — John Steven Sensing Need a quote from a Motley Fool analy...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 11 a.m. ET Call participants Executive Chair — Robert E. Sanchez Incoming Chief Executive Officer — John J. Diez Executive Vice President & Chief Financial Officer — Cristina A. Gallo-Aquino President, Fleet Management Solutions — Thomas M. Havens President, Supply Chain Solutions — John Steven Sensing Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Balanced Growth Strategy -- Ryder shifted its revenue mix, with 62% of 2025 revenue now from asset-light Supply Chain Solutions and Dedicated segments, compared to 44% in 2018. -- Ryder shifted its revenue mix, with 62% of 2025 revenue now from asset-light Supply Chain Solutions and Dedicated segments, compared to 44% in 2018. Comparable Earnings Per Share -- $12.92 for 2025, more than double the 2018 result and up 8% year over year. -- $12.92 for 2025, more than double the 2018 result and up 8% year over year. Return on Equity (ROE) -- 17% in 2025, compared to 13% in 2018 and consistent with guidance. -- 17% in 2025, compared to 13% in 2018 and consistent with guidance. Operating Revenue (Q4) -- $2.6 billion, flat compared to the prior year, with contractual revenue growth in Supply Chain offset by lower Dedicated and Fleet Management results. -- $2.6 billion, flat compared to the prior year, with contractual revenue growth in Supply Chain offset by lower Dedicated and Fleet Management results. Comparable EPS (Q4) -- $3.59, an increase of 4%, attributed to benefits from share repurchases. -- $3.59, an increase of 4%, attributed to benefits from share repurchases. Free Cash Flow (Year-to-date) -- $946 million, up from $133 million in the prior year, due to lower capital expenditures, lower taxes from bonus depreciation, and reduced working capital needs. -- $946 million, up from $133 million in the prior year, due to lower capital expenditures, lower taxes from bonus depreciation, and reduced working capital needs. FMS Segment Operating...
On Wednesday, Sarwar said he had sacked her from Labour's frontbench when he became aware of the situation, and dropped her as an election candidate when he did not receive "appropriate answers" to questions about Morton, who she has known since childhood.
On Wednesday, Sarwar said he had sacked her from Labour's frontbench when he became aware of the situation, and dropped her as an election candidate when he did not receive "appropriate answers" to questions about Morton, who she has known since childhood.
Grafissimo/E+ via Getty Images In case you have been hiding under a rock, it has been a rough few months for the crypto markets. Since peaking in late September of last year, Bitcoin has fallen by nearly half, from $123,000 - at its peak - to roughly $66,000 as of this writing: TradingView The reasons behind this decline are numerous, but at the forefront has been the recent announcement of Trump’...
Grafissimo/E+ via Getty Images In case you have been hiding under a rock, it has been a rough few months for the crypto markets. Since peaking in late September of last year, Bitcoin has fallen by nearly half, from $123,000 - at its peak - to roughly $66,000 as of this writing: TradingView The reasons behind this decline are numerous, but at the forefront has been the recent announcement of Trump’s new Federal Reserve chair nominee, Kevin Warsh, who markets widely perceive as hawkish . In turn, this has had an impact on the ongoing dollar debasement trade, which had seen precious metals, commodities, and numerous cryptocurrencies appreciate versus the dollar. As this trade has unwound in recent days - on the back of a potentially hawkish Federal Reserve posture - crypto markets have been slammed. Robinhood ( HOOD ), one of the largest trading platforms in the world, has significant exposure to the crypto markets, and in Q3 of 2025, 37% of the company’s total trading revenues came from crypto volumes. As a result, shares of HOOD have been slammed, down nearly 30% over the last two weeks and more than 50% from their peak in October of last year: TradingView While Robinhood is seeing ongoing earnings volatility as a result of client overexposure to high-beta assets like Bitcoin and big tech, the company remains a structural growth story that has begun producing unbelievable profits in recent quarters. To me, the selloff looks like a perfect opportunity to get involved with the stock at a much better price than we've seen in a while. Today, I'll update my thesis on Robinhood, touch on the valuation, and explain why I am buying this dip with both hands. Sound good? Let’s dive in. Financials I have written about Robinhood four times here on Seeking Alpha. Seeking Alpha In my initial coverage, which came out in January of 2024 (more than two years ago!), I called the stock a Strong Buy on the back of the company’s strong product velocity and relative undervaluation. I cove...