Shares of the Doximity (NYSE: DOCS) -- the No. 1 digital platform for medical professionals -- are down 24% as of 11 a.m. ET on Friday after the company reported third-quarter earnings Thursday afternoon. Sales and earnings per share exceeded Wall Street's expectations, but management's guidance for 4% revenue growth in Q4 sent the stock down sharply. Doximity's sales growth has slowed from 23% in...
Shares of the Doximity (NYSE: DOCS) -- the No. 1 digital platform for medical professionals -- are down 24% as of 11 a.m. ET on Friday after the company reported third-quarter earnings Thursday afternoon. Sales and earnings per share exceeded Wall Street's expectations, but management's guidance for 4% revenue growth in Q4 sent the stock down sharply. Doximity's sales growth has slowed from 23% in Q3 last year to 10% in Q3 this year, so the upcoming quarter's conservative guidance really spooked the markets. Making matters worse, net income declined from $75 million in Q3 2025 to $62 million this year as marketing expenses rose 27% and the company invested heavily in its AI infrastructure. That said, I think Doximity's long-term investment thesis remains intact. Most of this quarter's volatility comes from shorter-term issues. For example, pharmaceutical companies are among Doximity's largest customers because they advertise with the company. These pharma companies continue to battle industry-specific headwinds, with 16 of the 20 largest pharma companies recently signing most-favored-nation agreements, resulting in delayed bookings with Doximity as they waited for clarity. This delay looks bad right now, but board member Tim Cabral highlighted how this was merely a timing shift, explaining, "This is evident in our January pharma bookings growth rate, which is the best we've seen since going public." The sales slowdown in Q3 and Q4 shouldn't be a sign of a long-term problem. Image source: Getty Images. Continue reading
This article first appeared on GuruFocus. Amazon.com (AMZN) shares slid about 10% on Friday after the company outlined plans to sharply lift spending on artificial intelligence and infrastructure. The e-commerce and cloud giant said it expects to invest roughly $200 billion in AI, chips, robotics and low-Earth-orbit satellites, with most of the capital flowing into Amazon Web Services, according t...
This article first appeared on GuruFocus. Amazon.com (AMZN) shares slid about 10% on Friday after the company outlined plans to sharply lift spending on artificial intelligence and infrastructure. The e-commerce and cloud giant said it expects to invest roughly $200 billion in AI, chips, robotics and low-Earth-orbit satellites, with most of the capital flowing into Amazon Web Services, according to a Thursday press release. Chief Executive Andy Jassy told analysts the bulk of the budget targets AI capacity, calling the technology a long-term growth driver, though investors remain cautious about when returns may materialize. The move comes as Meta Platforms (NASDAQ:META), Alphabet (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) also ramp up AI outlays. Together, the Big Tech group plans close to $650 billion in AI-related spending this year. Meta expects up to $135 billion in capital expenditures, while Google targets about $185 billion. Microsoft has already deployed more than $72 billion on AI infrastructure and hiring. Pressure spilled across tech stocks this week as concerns grew over rising costs. Cisco Systems (NASDAQ:CSCO) CEO Chuck Robbins said AI will create winners and losers, while JPMorgan Chase (NYSE:JPM) CEO Jamie Dimon said some investments will likely disappoint. Amazon CFO Brian Olsavsky said the company is cutting costs elsewhere as AI spending accelerates.
Investors are shifting into names outside of tech that could have room to run. A rotation out of tech names and into industrials has shares of FedEx (FDX 0.18%) flying this week. As of midday Friday, the stock of the transportation services company surged 13.3%, according to data from S&P Global Market Intelligence. FedEx shares have now jumped by more than 26% so far this year. That's about doubl...
Investors are shifting into names outside of tech that could have room to run. A rotation out of tech names and into industrials has shares of FedEx (FDX 0.18%) flying this week. As of midday Friday, the stock of the transportation services company surged 13.3%, according to data from S&P Global Market Intelligence. FedEx shares have now jumped by more than 26% so far this year. That's about double the return of the Dow Jones Transportation Index year to date. Analyst sees plenty of upside This week's move came as investors shifted away from high-flying tech stocks and into more industrial names. But that wasn't the only reason FedEx shares have soared. Earlier in the week, UBS analyst Thomas Wadewitz maintained a "buy" rating on the stock and significantly boosted his firm's price target. Wadewitz increased his target from $314 to $412 per share, according to reports. That's more than a 30% boost. His new target price still implies another 12% upside from Thursday's closing price. Expand NYSE : FDX FedEx Today's Change ( -0.18 %) $ -0.64 Current Price $ 363.32 Key Data Points Market Cap $86B Day's Range $ 362.35 - $ 367.10 52wk Range $ 194.29 - $ 367.10 Volume 21K Avg Vol 1.8M Gross Margin 22.05 % Dividend Yield 1.57 % FedEx is holding its 2026 Investor Day next week on Feb. 12. The transportation and delivery company should present investors with a multi-year plan that could include a path to higher margins. The analyst believes cost reductions, improved pricing, and more sustainable revenue growth will be presented. That scenario could leave the stock with much more upside, and investors are trying to get ahead of it this week.
Exchange operator Cboe Global Markets Inc. plans to roll out options contracts that will enable binary bets on event outcomes, in a bid to enter the fast-growing prediction markets. In a departure from the approach taken by rivals, Cboe’s contracts will be regulated by the Securities and Exchange Commission , requiring a more onerous listing process that could help insulate the bourse from the ava...
Exchange operator Cboe Global Markets Inc. plans to roll out options contracts that will enable binary bets on event outcomes, in a bid to enter the fast-growing prediction markets. In a departure from the approach taken by rivals, Cboe’s contracts will be regulated by the Securities and Exchange Commission , requiring a more onerous listing process that could help insulate the bourse from the avalanche of litigation facing the event contract market. Cboe wants to list the event contracts on the S&P 500 by the end of June this year, the Chicago-based company’s chief executive officer Craig Donohue told analysts on an earnings call Friday. “It will be the all-or-none style combined with what we feel is a way to intertwine some of the spread trading that we see going on today in SPX,” Donohue said, referring the exchange’s flagship S&P 500 Index Options complex. Cboe is a relative latecomer to prediction markets, with crosstown competitor CME Group’s joint venture with Flutter Entertainment Plc already up and running, and Polymarket and Kalshi leading the pack in terms of volumes. Prediction exchanges like Kalshi have upended the gambling industry by listing financial contracts related to sports, politics and pop culture. They are regulated by the US futures regulator, the Commodity Futures Trading Commission, which allows new contracts to be ‘self-certified’ with minimal regulatory oversight. This has sparked allegations of misconduct, including complaints about insider trading, and legal challenges from multiple US states over alleged breaches of gaming rules. Read more: Wall Street’s Top Cop Expects Enforcement on Prediction Markets Cboe said it plans to take a stricter approach that will bring the safeguards created around listed securities to predictions markets. “Our first initial offerings will be securities products,” Rob Hocking , global head of derivatives at Cboe, said during the company’s fourth-quarter earnings call. “We think that’s the best way to reach...
Investors interested in Automotive - Domestic stocks are likely familiar with Blue Bird (BLBD) and Tesla (TSLA). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores syst...
Investors interested in Automotive - Domestic stocks are likely familiar with Blue Bird (BLBD) and Tesla (TSLA). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits. Currently, Blue Bird has a Zacks Rank of #1 (Strong Buy), while Tesla has a Zacks Rank of #4 (Sell). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that BLBD has an improving earnings outlook. But this is just one factor that value investors are interested in. Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels. The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value. BLBD currently has a forward P/E ratio of 12.87, while TSLA has a forward P/E of 188.19. We also note that BLBD has a PEG ratio of 2.47. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. TSLA currently has a PEG ratio of 9.63. Another notable valuation metric for BLBD is its P/B ratio of 6.47. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, TSLA has a P/B of 18. These metrics, and several others, help BLBD earn a Value grade of A, whi...
Key Points The crypto market fizzled out this year. Bitcoin’s pullback represents a good buying opportunity. Shiba Inu and the other smaller meme coins could struggle. 10 stocks we like better than Bitcoin › 2026 hasn't been kind to cryptocurrency investors so far. Most of the top tokens declined as investors fretted over elevated interest rates, challenging macroeconomic headwinds, and competitio...
Key Points The crypto market fizzled out this year. Bitcoin’s pullback represents a good buying opportunity. Shiba Inu and the other smaller meme coins could struggle. 10 stocks we like better than Bitcoin › 2026 hasn't been kind to cryptocurrency investors so far. Most of the top tokens declined as investors fretted over elevated interest rates, challenging macroeconomic headwinds, and competition from traditional commodities like gold and silver. However, instead of shunning the entire crypto industry, investors should probably just be more selective with the coins they buy. It's still smart to buy blue chip leaders like Bitcoin (CRYPTO: BTC), but it also might be better to avoid altcoins like Shiba Inu (CRYPTO: SHIB). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The token to buy: Bitcoin Bitcoin's price has declined about 30% over the past 12 months, but it's still the world's most valuable cryptocurrency with a market cap of $1.4 trillion. It's also still up more than 70% over the past five years, even after weathering a frigid crypto winter in 2022 and 2023. Bitcoin experienced wild price swings during that period, plummeting from about $68,000 in November 2021 to a multi-year low of about $16,000 in November 2022. Yet it recovered from that swoon as several catalysts kicked in. Declining interest rates drove investors back toward Bitcoin and other riskier assets, the Securities and Exchange Commission (SEC) finally approved its first spot price exchange-traded funds (ETFs), and the token underwent its latest halving -- which halves its mining rewards every 4 years -- in 2024. More institutional investors accumulated Bitcoin as a hedge against inflation, and more companies and countries established "Bitcoin Treasuries". Bitcoin will remain volatile in this choppy market, but it has clear a...
FBI, CIA Apprehend Key Suspect In 2012 Benghazi Attack, Bondi Vows To Hunt Down Others Many mysteries still surround the 2012 attack on the American consulate and nearby CIA outpost in Benghazi, Libya which led to the deaths of four Americans, including US Ambassador to Libya Christopher Stevens. On Friday, the Trump administration heralded a major break in one of the worst terror attacks on a US ...
FBI, CIA Apprehend Key Suspect In 2012 Benghazi Attack, Bondi Vows To Hunt Down Others Many mysteries still surround the 2012 attack on the American consulate and nearby CIA outpost in Benghazi, Libya which led to the deaths of four Americans, including US Ambassador to Libya Christopher Stevens. On Friday, the Trump administration heralded a major break in one of the worst terror attacks on a US diplomatic compound in history . Attorney General Pam Bondi announced in a press conference the arrest of a culprit allegedly behind the attack. Zubayar al-Bakoush has already been extradited to the United States, landing at Andrews Air Forces base, and is facing murder, arson and terrorism related charges. via Associated Press "The FBI has arrested one of the key participants behind the Benghazi attack. Zubayar al-Bakoush landed at Andrews Air Force Base at 3 a.m. this morning. He is in our custody," Bondi said at a news conference. She disclosed that the CIA and FBI coordinated to apprehend the suspected terrorist. No details of how he was nabbed have been offered, other than he was apprehended "overseas." "Zubayr Al-Bakoush will now face American justice on American soil. We will prosecute this alleged terrorist to the fullest extent of the law," Bondi said The US says it is committed to hunting down others behind the large-scale attack , known as America's other 9/11 , given it occurred September 11, 2012. Three others - Sean Smith, Tyrone Woods, and Glen Doherty - were killed trying to defend against the assault. "Let me be very clear — there are more of them out there," US Attorney Jeanine Pirro said alongside Pondi and the FBI's Patel. "Time will not stop us from going after these predators, no matter how long it takes, in order to fulfill our obligation to those families who suffered horrific pain at the hands of these violent terrorists." The truth about Libya is that some of the Islamist 'rebels' the US funded to overthrow Gaddafi later bit the hand that fed them....
Southbank Centre, London Six world-class orchestras in one night sounds like a surefire hit – but the programming was uninspired and there was far too much standing in line ‘Hear music in different ways in our cross-site takeover,” ran the marketing blurb . “You can choose to listen again, skip and move on to another orchestra or pause to catch up with friends at one of our bars.” The idea is to c...
Southbank Centre, London Six world-class orchestras in one night sounds like a surefire hit – but the programming was uninspired and there was far too much standing in line ‘Hear music in different ways in our cross-site takeover,” ran the marketing blurb . “You can choose to listen again, skip and move on to another orchestra or pause to catch up with friends at one of our bars.” The idea is to create a live mix tape in which the six world-class orchestras based at the Southbank Centre each play a short set, repeated throughout the evening, with audiences free to roam between them. The site’s summer’s dance takeover had been imaginative and engaging. Why not do the same for classical music? It began in the Royal Festival Hall, with the London Philharmonic Orchestra “playing the unforgettable ‘da-da-da-dum’ of Beethoven’s Fifth Symphony”. And, indeed, the opening movement was brisk and the da-da-da-dums were present and correct. Vogue Williams, media personality, model and presenter of Send Nudes: Body SOS welcomed us to the event. “Wasn’t that incredible,” she gushed after the six minutes of the opening movement. “You must be wrecked,” she told an orchestra who routinely perform 90-minute Mahler symphonies and four-hour operas, but conductor Ed Gardner smiled gamely and moved on to a short medley of Howard Shore’s Lord of the Rings film music. Continue reading...
The four Big Tech "hyperscalers" — Microsoft (MSFT), Alphabet (GOOGL, GOOG), Amazon (AMZN), and Meta (META) — are on track to spend upward of $650 billion on artificial intelligence investments this year. Amazon said on Thursday it would invest about $200 billion in capital expenditures in 2026, an announcement that followed Alphabet telling investors on Wednesday its capex would fall between $175...
The four Big Tech "hyperscalers" — Microsoft (MSFT), Alphabet (GOOGL, GOOG), Amazon (AMZN), and Meta (META) — are on track to spend upward of $650 billion on artificial intelligence investments this year. Amazon said on Thursday it would invest about $200 billion in capital expenditures in 2026, an announcement that followed Alphabet telling investors on Wednesday its capex would fall between $175 billion and $185 billion this year. Late last month, Meta told investors it would spend anywhere from $115 billion to $135 billion in 2026, while Microsoft's annual run rate for its 2026 fiscal year, which began in July, would put the company on pace for capital expenditures of $145 billion. At the low end of that range, the four would spend about $635 billion, marking a roughly 67% spike from the companies’ $381 billion in expenditures in 2025. At the high end of their guidance, the group would spend around $665 billion, or a 74% jump from the previous year. The vast majority of that spending will go to AI chips, servers, and data center infrastructure, the companies said. A technician works at an Amazon Web Services AI data center in New Carlisle, Indiana, U.S., October 2, 2025. REUTERS/Noah Berger for AWS · Reuters / Reuters Investors have expressed some misgivings about these new spending plans. Amazon stock fell more than 8% on Friday following the company's announcement. Alphabet shares fell 3% following their announcement, and Microsoft stock fell over 11% after its quarterly results, which were also tainted by slightly slower growth in its Azure cloud unit. Meta stock rallied after the company announced its quarterly results and spending plans, which revealed how AI is boosting the social media giant’s ad revenue. DA Davidson analyst Gil Luria said the cautious approach to tech stocks amid the spending hikes shows investors showing “very healthy” caution. ”The skepticism is probably healthier than any previous cycle I've seen,” he said. Investors are placing more s...
Nvidia is suffering amid the stock market’s tech selloff. Nvidia stock was up 7% at $183.95 on Friday after closing down 1.3% on Thursday. Amazon said in its earnings report after the market closed on Thursday that it plans capital expenditure of $200 billion in 2026, a nearly 60% increase from last year and far above Wall Street expectations.
Nvidia is suffering amid the stock market’s tech selloff. Nvidia stock was up 7% at $183.95 on Friday after closing down 1.3% on Thursday. Amazon said in its earnings report after the market closed on Thursday that it plans capital expenditure of $200 billion in 2026, a nearly 60% increase from last year and far above Wall Street expectations.
The S&P 500 Index ($SPX) (SPY) today is up +1.20%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +1.48%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.26%. March E-mini S&P futures (ESH26) are up +1.21%, and March E-mini Nasdaq futures (NQH26) are up +1.26%. Stock indexes are sharply higher today, with the Dow Jones Industrials posting a new all-time high. Some better-than-expected tech ea...
The S&P 500 Index ($SPX) (SPY) today is up +1.20%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +1.48%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.26%. March E-mini S&P futures (ESH26) are up +1.21%, and March E-mini Nasdaq futures (NQH26) are up +1.26%. Stock indexes are sharply higher today, with the Dow Jones Industrials posting a new all-time high. Some better-than-expected tech earnings results have boosted market sentiment and are lifting the broader market today. Gen Digital is up more than +9% after forecasting full-year adjusted EPS above consensus. Also, Roblox is up more than +4% after forecasting stronger-than-expected full-year bookings. In addition, chipmakers and AI-infrastructure stocks are moving higher today as they recover some of this week's sharp losses. Join 200K+ Subscribers: On the negative side of the market, Amazon.com is down more than -9% after the company announced plans to spend $200 billion this year on data centers, chips, and other equipment, sparking concerns that its huge bet on artificial intelligence may not pay off in the long run. Bitcoin (^BTCUSD) recovered from a 1.25-year low today and is up by more than +7% to lift cryptocurrency-exposed stocks. Bitcoin is recovering from a selloff that briefly dragged it down more than 50% from its October record high. According to Coinglass data, investors pulled $434 million from US Bitcoin ETFs on Thursday, and about $2.1 billion in long positions were liquidated in cryptocurrencies over the past 24 hours. The markets this week will focus on earnings and economic news. Later today, the University of Michigan's Jan consumer sentiment index is expected to fall by -1.4 points to 55.0. Q4 earnings season is in full swing, with 150 of the S&P 500 companies scheduled to report earnings this week. Earnings have been a positive factor for stocks, with 79% of the 275 S&P 500 companies that have reported beating expectations. According to Bloomberg Intelligence, S&P earnings growth is...
chameleonseye/iStock Editorial via Getty Images Is The 20% Selloff Indicating A Buying Opportunity? Unless you are a speculator betting on a near-term technical bounce due to extremely oversold conditions, I don't think PayPal ( PYPL )'s 20% post-earnings selloff is a solid buy. 4Q FY2025 earnings report indicates that the company is losing market share and facing intensified competition, which co...
chameleonseye/iStock Editorial via Getty Images Is The 20% Selloff Indicating A Buying Opportunity? Unless you are a speculator betting on a near-term technical bounce due to extremely oversold conditions, I don't think PayPal ( PYPL )'s 20% post-earnings selloff is a solid buy. 4Q FY2025 earnings report indicates that the company is losing market share and facing intensified competition, which could get worse heading into FY2026. This growth slowdown hasn't reached its trough, and clearly, I don't see any near-term inflection. Since August 2025, I downgraded PYPL to Hold rating because I saw weaker growth momentum driven by declines in "payment transactions per active account" and transaction take rate. In my previous 3Q earnings analysis , I also highlighted muted transaction revenue growth. Margins declined due to rising competition. While PYPL sentiment was lifted by an OpenAI partnership in early October, the stock has wiped out nearly half of its market cap since then. I've also pointed out that despite trading at a low valuation, PYPL was in a value trap that could persist for a very long time. The recent earnings report actually confirmed my argument: PYPL missed 4Q estimates and guided a declining growth outlook for FY2026. The CEO was replaced due to poor execution. All of this has made the value stock even cheaper, which can be misleading. Simply buying a cheap stock may not lead to a strong return in the long run, as it can still be overvalued if fundamentals deteriorate further. Therefore, betting on PYPL's turnaround plan is speculative and risky at this moment, so I'm reiterating my Hold rating. 4Q FY2025 Earnings Takeaway: Losing Market Share Signals Growth May Not Have Bottomed Why I believe PayPal is losing market share? We can see total payment transactions and transactions per active declined in FY2025, and mid-single digit growth in TPV was largely driven by a continued lowering of the transaction take rate (the fee charged per transaction). Kee...
JHVEPhoto/iStock Editorial via Getty Images Reasons to continue buying MU Micron ( MU ) is down by 10% since its recent peak levels due to this week's panic, but it is up by a massive 55% since November, when I shared my bullish outlook . The recent sentiment-driven selloff doesn't affect my long-term bullish stance because the week was actually excellent for Micron's business. As I said in my pre...
JHVEPhoto/iStock Editorial via Getty Images Reasons to continue buying MU Micron ( MU ) is down by 10% since its recent peak levels due to this week's panic, but it is up by a massive 55% since November, when I shared my bullish outlook . The recent sentiment-driven selloff doesn't affect my long-term bullish stance because the week was actually excellent for Micron's business. As I said in my previous thesis, Micron is a pure "AI picks and shovels" play because the company's data center business is rapidly expanding. There are four largest AI infrastructure spenders in the world: Amazon ( AMZN ), Google ( GOOGL ), Microsoft ( MSFT ), and Meta ( META ). All these companies have already released their calendar Q4 2025 earnings, and none of them said that they plan to cut AI capex plans. In fact, all of them are set to significantly boost investments in 2026 compared to 2025, as they already see that investments in AI are providing synergies. The latest Q4 earnings out of these four companies were released by Amazon, which occurred just yesterday. The world's cloud infrastructure leader is eager to confirm its status and is ready to invest a staggering $200 billion in consolidated FY2026 capex. And the management said that the lion's portion of this budget will be allocated to AWS, i.e., to data centers. Google released its earnings a day earlier, on February 4, and their 2026 capex budget is not very much lower than Amazon's in relative terms, something around $180 billion . If we add Meta's FY2026 capital budget of approximately $120 billion , we get half-a-trillion that will be spent by only three companies. I didn't find the explicit capex amount for calendar 2026 from Microsoft , but given ambitious plans of major rivals, I think that they plan to spend more than $100 billion as well. Therefore, all four giants are likely to spend $600+ billion in capex in calendar 2026. If we assume that 80% of the total capex will be allocated to AI data centers, it means $480 ...
GE Vernova's growth cycle is only getting started. GE Vernova (GEV +3.98%) delivered rock-solid gains in 2025, with its shares exiting the year up 98.7%, according to data provided by S&P Global Market Intelligence. The stock has already gained another 13% so far in 2026, as of this writing. If you think GE Vernova stock has already topped out, wait until you see the company's latest projections. ...
GE Vernova's growth cycle is only getting started. GE Vernova (GEV +3.98%) delivered rock-solid gains in 2025, with its shares exiting the year up 98.7%, according to data provided by S&P Global Market Intelligence. The stock has already gained another 13% so far in 2026, as of this writing. If you think GE Vernova stock has already topped out, wait until you see the company's latest projections. This could just be the beginning of a massive bull run for this General Electric spin-off. 2025 was a massive year for GE Vernova GE Vernova, the world's largest manufacturer of natural gas and wind turbines, stunned investors in early 2025 when it bagged orders worth $10.2 billion in just the first quarter and reported a total backlog of $123 billion. The company also struck a deal with Duke Energy in April 2025 to supply up to 11 natural gas turbines to the utility giant to meet surging power demand from data centers. The Duke deal was the first tangible proof of concept showing investors just how much GE Vernova stands to gain from the artificial intelligence (AI) data center buildout. Data centers require massive amounts of uninterrupted power to keep servers and cooling systems running continuously. Utility grids are falling short, which is why GE Vernova's turbines, which can be quickly installed and commissioned, are gaining so much attention. GE Vernova just reported its results for the fiscal year ended Dec. 1, 2025. Here's what GE pulled off in 2025: It bagged orders worth $59 billion, grew its backlog by $31 billion to $150 billion, grew revenue by 9% to $38 billion, generated $3.7 billion in free cash flow (FCF), and ended the year with nearly $9 billion in cash. Expand NYSE : GEV Ge Vernova Today's Change ( 3.98 %) $ 29.33 Current Price $ 766.86 Key Data Points Market Cap $199B Day's Range $ 752.70 - $ 772.00 52wk Range $ 252.25 - $ 795.50 Volume 53K Avg Vol 3.3M Gross Margin 20.28 % Dividend Yield 0.17 % GE Vernova also doubled its dividend per share and bumpe...
If you primarily want a tablet device to markup, highlight, and annotate your e-books and documents, and perhaps sometimes scribble some notes of your own, Amazon’s new Kindle Scribe Colorsoft could be worth the hefty investment. For everyone else, it’s probably going to be hard to justify the cost of the 11-inch, $630+ e-ink tablet with a writeable color display. However, if you were already lean...
If you primarily want a tablet device to markup, highlight, and annotate your e-books and documents, and perhaps sometimes scribble some notes of your own, Amazon’s new Kindle Scribe Colorsoft could be worth the hefty investment. For everyone else, it’s probably going to be hard to justify the cost of the 11-inch, $630+ e-ink tablet with a writeable color display. However, if you were already leaning toward the 11-inch $549.99 Kindle Scribe — which also has a paper-like display but no color — you may as well throw in the extra cash at that point and get the Colorsoft version instead, which starts at $629.99. At these price points, both the Scribe and Scribe Colorsoft are what we’d dub unnecessary luxuries for most, especially compared with the more affordable traditional Kindle ($110) or Kindle Paperwhite ($160). Image Credits:Kindle Announced in December, the Fig color version just began shipping on Jan. 28, 2026, and is available for $679.99 in 64GB. Clearly, Amazon hopes to carve out a niche in the tablet market with these upgraded Kindle devices, which compete more with e-ink tablets like reMarkable rather than other Kindles. But high-end e-ink readers with pens aren’t going to deliver Amazon a large audience. Meanwhile, nearly everyone can potentially justify the cost of an iPad because of its numerous capabilities, including streaming video, drawing, writing, using productivity tools, and the thousands of supported native apps and games. The Scribe Colorsoft, meanwhile, is designed to cater to a very specific type of e-book reader or worker. Students and researchers could be a good fit for this type of device, as well as anyone else who regularly needs to markup files or documents. Someone particularly interested in making to-do lists or keeping a personal journal might also appreciate the device, but it would have to get daily use to justify this price. Image Credits:Amazon The device itself is easy enough to use, with a Home screen design similar to other Ki...
This article first appeared on GuruFocus. IREN Limited (IREN, Financials) is accelerating its AI transformation with a major win securing $3.6 billion in GPU financing to support its massive $9.7 billion contract with Microsoft (MSFT, Financials). The deal, backed by Goldman Sachs and JPMorgan Chase, covers nearly 95% of Iren's GPU-related capital needs at an interest rate below 6%. Co-CEO Daniel ...
This article first appeared on GuruFocus. IREN Limited (IREN, Financials) is accelerating its AI transformation with a major win securing $3.6 billion in GPU financing to support its massive $9.7 billion contract with Microsoft (MSFT, Financials). The deal, backed by Goldman Sachs and JPMorgan Chase, covers nearly 95% of Iren's GPU-related capital needs at an interest rate below 6%. Co-CEO Daniel Roberts said the company is on track to deliver 140,000 GPUs by 2026, driving an expected $3.4 billion in annualized revenue. Meanwhile, CFO Anthony Lewis highlighted a $2.8 billion cash position and expanding power infrastructure including a new 1.6 GW site in Oklahoma bringing total secured power to over 4.5 GW. While quarterly revenue dipped 23% to $184.7 million due to reduced Bitcoin mining, AI cloud demand surged as Iren continues pivoting away from crypto.
PM Images/DigitalVision via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist The Credit Suisse High Yield Credit Fund ( DHY ) is a closed-end fund that provides diversified exposure to a fixed-income portfolio of primarily below-investment-grade investments. The fund is leveraged, which can amplify the income generation that leads to relatively higher monthly distributions to...
PM Images/DigitalVision via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist The Credit Suisse High Yield Credit Fund ( DHY ) is a closed-end fund that provides diversified exposure to a fixed-income portfolio of primarily below-investment-grade investments. The fund is leveraged, which can amplify the income generation that leads to relatively higher monthly distributions to investors. Of course, the other side of this is that it becomes more volatile and riskier due to amplified downside moves as well. DHY has been seeing its discount widen out more recently but still trades at a narrower discount relative to its longer-term history. So a bit of a value in the short term, but more average relative to the longer term. DHY Basics 1-Year Z-score: -0.85 Discount/Premium: -4.76% Distribution Yield: 9.30% Expense Ratio: 1.56% Leverage: 32.64% Managed Assets: $323 million Structure: Perpetual DHY's investment objective is to "seek high current income." They will attempt to achieve this by investing "primarily in below-investment-grade U.S. fixed-income securities." The fund incorporates leverage, and that comes with additional interest costs. When including those costs, the total leverage ratio goes up to 3.62%. As the Fed has cut its benchmark rate, these costs have started to ease due to the cost being tied to SOFR plus a spread. Performance: Outperformance Thanks To Leverage The last time we covered DHY, we were also giving the BNY Mellon High Yield Strategies Fund ( DHF ) a look. At that time, I believed that DHF looked like the better bet, and in fact, I hold a position in DHF as well. That article goes back just over two years ago now, and we can see that they have correlated quite closely, but DHF has taken the lead. Ycharts The position is one of my relatively smaller positions because one of the broader issues with the discounts being fairly narrow relative to their longer-term history. I primarily rely on the longer-term 5- or 10-year aver...
vzphotos/iStock Editorial via Getty Images I swore I would stop covering mega-cap technology stocks because they are so well covered on Seeking Alpha, so it's pretty hard for me to stand out from the crowd. Yet, once again I am motivated to pen an article due to what I consider to be a considerable amount of investment "analysis" in print and on television (i.e., CNBC and Bloomberg) that is - in m...
vzphotos/iStock Editorial via Getty Images I swore I would stop covering mega-cap technology stocks because they are so well covered on Seeking Alpha, so it's pretty hard for me to stand out from the crowd. Yet, once again I am motivated to pen an article due to what I consider to be a considerable amount of investment "analysis" in print and on television (i.e., CNBC and Bloomberg) that is - in my opinion - irrational and overly sensationalized. The current shiny object of focus is on Alphabet Inc.'s ( GOOG ) 2026 cap-ex guidance range of $175-185 billion, as if that is all that matters. Today, I am not only going to explain why that is not all that matters but also why, in the bigger picture, Alphabet is very likely to overtake Nvidia ( NVDA ) as the most valuable company by market cap on the planet. I'll start the discussion with the graphic below: Data by YCharts NOTE: For the rest of this article, I will refer to Alphabet the way most investors and analysts think of the company: as "Google." As you can see by the graphic above, over the past year Google has already significantly closed the significant market-cap gap that Nvidia had built up starting in May of last year. Currently, and even after the post-Q4 earnings report sell-off today (at pixel time Google is -2.6%), Google's market cap only trails Nvidia by ~$330 billion. In my opinion, that's not very much considering today's highly volatile market - and one that is frequently stoked by policy uncertainty, headlines, and the unknowns associated with the AI revolution. Google's closing of the market-cap gap with Nvidia was, in my opinion, largely due to two developments. The first was the market's realization that the commonly adopted narrative that OpenAI's ( OPENAI ) ChatGPT chatbot would somehow "kill Google Search" and that OpenAI somehow overtook Google and was now the "AI leader" simply because it was the first to go public with a chatbot was simply false. That narrative was laughable to me then, and ...
vzphotos/iStock Editorial via Getty Images I swore I would stop covering mega-cap technology stocks because they are so well covered on Seeking Alpha, so it's pretty hard for me to stand out from the crowd. Yet, once again I am motivated to pen an article due to what I consider to be a considerable amount of investment "analysis" in print and on television (i.e., CNBC and Bloomberg) that is - in m...
vzphotos/iStock Editorial via Getty Images I swore I would stop covering mega-cap technology stocks because they are so well covered on Seeking Alpha, so it's pretty hard for me to stand out from the crowd. Yet, once again I am motivated to pen an article due to what I consider to be a considerable amount of investment "analysis" in print and on television (i.e., CNBC and Bloomberg) that is - in my opinion - irrational and overly sensationalized. The current shiny object of focus is on Alphabet Inc.'s ( GOOG ) 2026 cap-ex guidance range of $175-185 billion, as if that is all that matters. Today, I am not only going to explain why that is not all that matters but also why, in the bigger picture, Alphabet is very likely to overtake Nvidia ( NVDA ) as the most valuable company by market cap on the planet. I'll start the discussion with the graphic below: Data by YCharts NOTE: For the rest of this article, I will refer to Alphabet the way most investors and analysts think of the company: as "Google." As you can see by the graphic above, over the past year Google has already significantly closed the significant market-cap gap that Nvidia had built up starting in May of last year. Currently, and even after the post-Q4 earnings report sell-off today (at pixel time Google is -2.6%), Google's market cap only trails Nvidia by ~$330 billion. In my opinion, that's not very much considering today's highly volatile market - and one that is frequently stoked by policy uncertainty, headlines, and the unknowns associated with the AI revolution. Google's closing of the market-cap gap with Nvidia was, in my opinion, largely due to two developments. The first was the market's realization that the commonly adopted narrative that OpenAI's ( OPENAI ) ChatGPT chatbot would somehow "kill Google Search" and that OpenAI somehow overtook Google and was now the "AI leader" simply because it was the first to go public with a chatbot was simply false. That narrative was laughable to me then, and ...