SweetBunFactory Global annual semiconductor sales are expected to reach about $1T in 2026, after last year saw nearly $800B in sales, according to the Semiconductor Industry Association. Semiconductor sales worldwide jumped 25.6% year-over-year to $791.7B in 2025. In 2024, sales were $630.5B. "Semiconductors are the foundation of nearly all modern technology, and emerging technologies like AI, IoT...
SweetBunFactory Global annual semiconductor sales are expected to reach about $1T in 2026, after last year saw nearly $800B in sales, according to the Semiconductor Industry Association. Semiconductor sales worldwide jumped 25.6% year-over-year to $791.7B in 2025. In 2024, sales were $630.5B. "Semiconductors are the foundation of nearly all modern technology, and emerging technologies like AI, IoT, 6G, autonomous driving, and others will continue to drive robust demand for chips," said SIA president and CEO John Neuffer. Sales of logic products increased by 39.9%, totaling $301.9B in 2025, making it the largest product category by sales. Meanwhile, memory products were second in terms of sales, increasing by 34.8% in 2024 to $223.1B, the report noted. Driven by the demand from data centers and AI-related infrastructure, memory, and storage makers have seen their stocks surge in the past one year. Nvidia ( NVDA ) uses high-bandwidth memory, or HBM, chips for its AI accelerators. South Korean company SK hynix ( HXSC.F ) is a major supplier of HBM chips to Nvidia and competes with compatriot Samsung Electronics ( SSNLF ) and American company Micron Technology ( MU ). Other memory product-making companies like Sandisk ( SNDK ), Seagate Technology ( STX ), and Western Digital ( WDC ) have also seen their stocks soar in the past one-year as the surging demand in AI-related products has impacted global supply. Fourth-quarter 2025 sales soared 37.1% year-over-year to $236.6B. Sales for the period climbed 13.6% compared to the third quarter of 2025, the report added. Global sales for December 2025 were $78.9B, an increase of 2.7% compared to November 2025. More on tech stocks AMD: Post-Earnings Dip Presents An Appealing Opportunity To Investors (Rating Upgrade) AMD: The Market's Indiscriminate Selloff Makes No Sense (Upgrade) AMD Stock: The Selloff Looks Overdone, Let's Calm Down Amazon shocked Wall Street with its 2026 spending plan. Which companies could benefit? Large-cap...
Bonjour et Bienvenue to the Paris Edition. I’m Bloomberg Opinion columnist Lionel Laurent . If you haven’t yet, subscribe now to the Paris Edition newsletter . Nobody’s Happy Big news this week for France: Its fractious parliament has finally approved a budget for 2026. (Yes, that’s right, the year that began more than a month ago.) As has become the norm for the centrist coalition of convenience ...
Bonjour et Bienvenue to the Paris Edition. I’m Bloomberg Opinion columnist Lionel Laurent . If you haven’t yet, subscribe now to the Paris Edition newsletter . Nobody’s Happy Big news this week for France: Its fractious parliament has finally approved a budget for 2026. (Yes, that’s right, the year that began more than a month ago.) As has become the norm for the centrist coalition of convenience buttressing Emmanuel Macron’s administration, it’s a mishmash of compromises leaving nobody satisfied – even if it does just about enough to stave off a snap-election risk that would embolden political extremes. With Macron’s ministers hemmed in by parliamentary arithmetic and forced to throw concessions to the center-left, it’s perhaps not surprising that the result isn’t radical. The budget deficit will still be at 5% this year, down slightly from an expected 5.4% in 2025, as both the tax burden and public spending continue to creep higher. On the flipside, that also means economic growth won’t be held back too badly, with Bloomberg Economics expecting France’s GDP to rise by 1.1% this year. It also allows for more defense spending, critical to ensuring Paris can meet promises made to its allies in a dangerous world. But stability at all costs has a price. Exhortations from past governments to get more working hours out of the French seem like a distant memory as necessary pension reform is kicked down the road. Business leaders report a reluctance to invest on the ground. Nobody wants to get to grips with deep issues of intergenerational inequality so close to an election with votes at stake. Celebratory reactions to falling inflation rates, currently at 0.4%, assume that consumers are raring to spend when in fact they’re more likely to save. With political uncertainty high and clarity on the future low, who can blame them? As local elections approach, the least politicians with an eye on next year’s presidential elections could do is try to address the questions left un...
Gauzy ( GAUZ ) received a Nasdaq deficiency notice for failing to meet board, audit committee, and compensation committee independence requirements following the resignation of two directors. Gauzy has 45 days, until March 20, 2026, to regain compliance or submit a compliance plan to Nasdaq. If Nasdaq accepts the plan, the company may receive up to a 180-day extension to restore compliance. The co...
Gauzy ( GAUZ ) received a Nasdaq deficiency notice for failing to meet board, audit committee, and compensation committee independence requirements following the resignation of two directors. Gauzy has 45 days, until March 20, 2026, to regain compliance or submit a compliance plan to Nasdaq. If Nasdaq accepts the plan, the company may receive up to a 180-day extension to restore compliance. The company is actively seeking qualified independent directors but cannot guarantee timely compliance. GAUZ shares down 3.6% premarket. More on Gauzy Gauzy shares plunge over 50% as company delays Q3 results release Seeking Alpha’s Quant Rating on Gauzy Financial information for Gauzy
Monolithic Power Systems, Inc. ( MPWR ) declares $2.00/share quarterly dividend , 28.2% increase from prior dividend of $1.56. Payable April 15; for shareholders of record March 31; ex-div March 31. See MPWR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Monolithic Power Systems, Inc. Monolithic Power Systems, Inc. (MPWR) Q4 2025 Earnings Call Transcript Monolithic Power Systems: Prem...
Monolithic Power Systems, Inc. ( MPWR ) declares $2.00/share quarterly dividend , 28.2% increase from prior dividend of $1.56. Payable April 15; for shareholders of record March 31; ex-div March 31. See MPWR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Monolithic Power Systems, Inc. Monolithic Power Systems, Inc. (MPWR) Q4 2025 Earnings Call Transcript Monolithic Power Systems: Premium Valuation Is Well-Deserved Monolithic Power Systems Is A Silent Killer (Rating Downgrade) Monolithic's Q4 results, outlook keep analysts bullish Monolithic Power Systems signals floor of 50% enterprise data growth for 2026 amid leadership transition and record Q4 revenue
Image source: The Motley Fool. Friday, Feb. 6, 2026 at 8 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Chad Abraham President — Debbra Schoneman Chief Financial Officer — Katherine Patricia Clune Head of Investor Relations — Kate Winslow Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted Net Revenues -- $635 million in the quarter and $1.9 billio...
Image source: The Motley Fool. Friday, Feb. 6, 2026 at 8 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Chad Abraham President — Debbra Schoneman Chief Financial Officer — Katherine Patricia Clune Head of Investor Relations — Kate Winslow Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted Net Revenues -- $635 million in the quarter and $1.9 billion for the year, with 22% annual growth driven by all business lines. -- $635 million in the quarter and $1.9 billion for the year, with 22% annual growth driven by all business lines. Operating Margin -- 27.2% for the quarter and 21.9% for the year, reflecting improved revenue mix and cost control. -- 27.2% for the quarter and 21.9% for the year, reflecting improved revenue mix and cost control. Adjusted EPS -- $6.88 for the quarter and $17.74 for the year, both at record levels. -- $6.88 for the quarter and $17.74 for the year, both at record levels. Advisory Revenue -- $1 billion for the year, up 28%, accounting for 55% of total net revenues and exceeding the previous 2021 record. -- $1 billion for the year, up 28%, accounting for 55% of total net revenues and exceeding the previous 2021 record. Advisory Transaction Count -- 135 completed in the year, 16% higher, with increased average fees and strong contributions from corporate and sponsor clients. -- 135 completed in the year, 16% higher, with increased average fees and strong contributions from corporate and sponsor clients. Non–M&A Advisory Revenue -- Exceeded 25% of total advisory, with debt capital markets advisory posting its third straight annual revenue record. -- Exceeded 25% of total advisory, with debt capital markets advisory posting its third straight annual revenue record. Corporate Investment Banking Revenues -- $469 million in the quarter, $1.3 billion for the year, marking a 28% annual increase; five of seven sector teams delivered revenue growth. -- $469 million in the quarter, $1.3 billion for the yea...
Tharimmune ( THAR ) on Friday said that its board has elected Chief Executive Officer Mark Wendland as Chairman and appointed Angela Radkowski as Chief Operating Officer, effective February 5, 2026. Wendland succeeds Vincent LoPriore, who will remain on the board after serving as Chairman since May 2025. Radkowski will oversee operational control functions and enterprise processes. She previously ...
Tharimmune ( THAR ) on Friday said that its board has elected Chief Executive Officer Mark Wendland as Chairman and appointed Angela Radkowski as Chief Operating Officer, effective February 5, 2026. Wendland succeeds Vincent LoPriore, who will remain on the board after serving as Chairman since May 2025. Radkowski will oversee operational control functions and enterprise processes. She previously held roles at DRW Holdings and Citadel LLC. THAR +7.63% premarket to $4.23. Source: Press Release More on Tharimmune, Inc. Tharimmune And The Canton Network: A Privacy Focused, Asymmetric Bet On Tokenization Seeking Alpha’s Quant Rating on Tharimmune, Inc. Financial information for Tharimmune, Inc.
SunOpta ( STKL ) announced on Friday that it will be acquired by Refresco for $6.50 per share. The SunOpta ( STKL ) board has already approved the deal. The transaction will be implemented by way of a statutory court-approved plan of arrangement under the Canada Business Corporations Act. It is expected to close in the second quarter of 2026, subject to satisfaction of customary closing conditions...
SunOpta ( STKL ) announced on Friday that it will be acquired by Refresco for $6.50 per share. The SunOpta ( STKL ) board has already approved the deal. The transaction will be implemented by way of a statutory court-approved plan of arrangement under the Canada Business Corporations Act. It is expected to close in the second quarter of 2026, subject to satisfaction of customary closing conditions, including receipt of court and regulatory approvals, and subject to SunOpta shareholder approval. Share Upon completion of the transaction, SunOpta ( STKL ) will become a wholly owned subsidiary of Refresco. In light of the pending transaction, SunOpta ( STKL ) is suspending its quarterly earnings conference calls and will no longer be providing quarterly or annual guidance. SunOpta ( STKL ) CEO Brian Kocher said the strategic combination validates the vision of transforming SunOpta ( STKL ) into a premier solutions partner in the high-growth better-for-you food and beverage space. "Over the past several years, we've built exceptional platforms serving marquee customers and consistently delivering double-digit growth while maintaining the highest food safety and quality standards. This partnership with Refresco provides the resources and scale to unlock SunOpta's full potential," he added. Shares of SunOpta ( STKL ) closed at $4.83 on Thursday. More on SunOpta SunOpta's Rapid Growth Comes At A Cost SunOpta's Not Curdling, Still A Compelling 'Buy' SunOpta Inc. 2025 Q3 - Results - Earnings Call Presentation SunOpta raises outlook for FY25 revenue and adjusted EBITDA Seeking Alpha’s Quant Rating on SunOpta
The streaming leader's 2026 could look a lot different from 2025. Netflix (NFLX +0.91%) investors have had a rough go of it the past six months. Shares are down more than 38% from their peak at the end of last June as of this writing. That sell-off accelerated at the end of last year as it agreed to acquire Warner Bros. Discovery (WBD 1.00%), and then released earnings with a disappointing 2026 ou...
The streaming leader's 2026 could look a lot different from 2025. Netflix (NFLX +0.91%) investors have had a rough go of it the past six months. Shares are down more than 38% from their peak at the end of last June as of this writing. That sell-off accelerated at the end of last year as it agreed to acquire Warner Bros. Discovery (WBD 1.00%), and then released earnings with a disappointing 2026 outlook. But long-term investors may be holding on with expectations for the stock to bounce back this year. Here are three things investors need to know. 1. 2026 revenue and profit growth likely won't repeat 2025 Last year's revenue and earnings results benefited from a couple of key factors that are unlikely to repeat themselves in 2026. First, most of 2025 saw favorable exchange rates for the dollar. As a result, international sales in non-U.S. currency effectively brought in more revenue in U.S. dollars for the company than they otherwise would have. Management says that the effect of foreign exchange rates added about $541 million to its revenue. It will lap the spike in foreign exchange rates after the first quarter this year. Second, Netflix raised prices for U.S. and Canadian customers early last year. It's unlikely to enact another price hike on its biggest market before the end of 2026. That said, in its fourth-quarter letter to shareholders, management suggested that it has plans to raise prices in some markets. Overall, management's 2026 outlook calls for revenue growth of 12% to 14%, versus the 16% growth it produced last year. 2. The business is steadily growing more profitable While management is guiding for slower revenue growth, it expects to continue expanding its operating margin. After converting 29.5% of revenue into operating profits in 2025, management expects to reach a 31.5% operating profit margin in 2026. That number is in line with Netflix's historic ability to produce operating leverage as it scales. It may be the most appealing aspect of investin...
Noah Sauve/iStock Editorial via Getty Images Citigroup ( C ) executives are gaining confidence that they'll complete compliance work on regulatory demands issued more than five years ago, according to a media report on Friday. Citi ( C ) stock rose 1.1% in premarket trading. Some executives have told clients they expect the consent order will be completed this year, Reuters reported, citing a pers...
Noah Sauve/iStock Editorial via Getty Images Citigroup ( C ) executives are gaining confidence that they'll complete compliance work on regulatory demands issued more than five years ago, according to a media report on Friday. Citi ( C ) stock rose 1.1% in premarket trading. Some executives have told clients they expect the consent order will be completed this year, Reuters reported, citing a person familiar with the matter. Another person told the news organization that the bank is anticipating fewer regulatory restrictions this year, which could help the business shift more focus to growth and less on its transformation work related to the consent orders. Citi’s transformation is its top priority, and the company will continue to work closely with its regulators, who will ultimately determine when to lift the consent orders, a Citi spokesperson told Seeking Alpha. In October 2020, the Federal Reserve and Office of the Comptroller of the Currency hit the bank with a $400M civil penalty and consent orders telling the company to fix its risk management and internal control procedures. The orders came after Citi mistakenly transferred $900M to Revlon lenders in August 2020, the full amount they were owed, instead of the interest it intended to pay. The bank then received another reprimand in 2024 and was ordered to pay a $135.6M penalty for failure to make enough progress on resolving the problems. The issue has been a top priority for Jane Fraser, who became CEO in March 2021 and chair in October 2025. In December, the OCC removed a July 2024 amendment to the 2020 consent order, saying it was no longer needed due to the company's compliance with laws and regulations. During Citi's ( C ) Q4 earnings call on Jan. 14, Fraser said, " We still do have some work to do ," and added, "We have to get the work done, validate it, and then hand it over to the regulators… So all of those things have to happen, and I'm confident that we'll get there in good shape." Closing the con...
Image source: The Motley Fool. Thursday, Feb. 5, 2026, at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Catherine Corrigan Executive Vice President and Chief Financial Officer — Richard Schlenker Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $147.4 million total and $129.4 million net revenues, representing 8% and 5% year-over-year growth, respect...
Image source: The Motley Fool. Thursday, Feb. 5, 2026, at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Catherine Corrigan Executive Vice President and Chief Financial Officer — Richard Schlenker Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $147.4 million total and $129.4 million net revenues, representing 8% and 5% year-over-year growth, respectively, despite the quarter including one less week. -- $147.4 million total and $129.4 million net revenues, representing 8% and 5% year-over-year growth, respectively, despite the quarter including one less week. Adjusted Net Revenue Growth -- “if you adjust for the 1 week -- 1 less week, net revenues would have grown in the low double digits.” -- “if you adjust for the 1 week -- 1 less week, net revenues would have grown in the low double digits.” Net Income -- $24.8 million, or $0.49 per diluted share, up from $23.6 million, or $0.46 per share, in the prior-year period. -- $24.8 million, or $0.49 per diluted share, up from $23.6 million, or $0.46 per share, in the prior-year period. EBITDA Margin -- 26.8% of net revenues, up from 25.2% year over year. -- 26.8% of net revenues, up from 25.2% year over year. Billable Hours -- 357,000 hours, down 1% year over year but would have increased 6% adjusting for one less week. -- 357,000 hours, down 1% year over year but would have increased 6% adjusting for one less week. Technical Headcount -- 992 average technical full-time equivalent employees, marking a 5% year-over-year increase. -- 992 average technical full-time equivalent employees, marking a 5% year-over-year increase. Utilization Rate -- 69%, up from 68% in the prior year quarter. -- 69%, up from 68% in the prior year quarter. Realized Rate Increase -- Approximately 5% for both quarter and year. -- Approximately 5% for both quarter and year. Dividend and Buyback -- $14.9 million distributed via dividends and $25.1 million of common stock repurchased at an average price ...
KLA Corporation ( KLAC ) declares $1.90/share quarterly dividend , in line with previous. Payable March 3; for shareholders of record Feb. 17; ex-div Feb. 17. See KLAC Dividend Scorecard, Yield Chart, & Dividend Growth. More on KLA Corporation KLA Corporation 2026 Q2 - Results - Earnings Call Presentation KLA Corporation (KLAC) Q2 2026 Earnings Call Transcript KLA Corporation: Off To A Strong Star...
KLA Corporation ( KLAC ) declares $1.90/share quarterly dividend , in line with previous. Payable March 3; for shareholders of record Feb. 17; ex-div Feb. 17. See KLAC Dividend Scorecard, Yield Chart, & Dividend Growth. More on KLA Corporation KLA Corporation 2026 Q2 - Results - Earnings Call Presentation KLA Corporation (KLAC) Q2 2026 Earnings Call Transcript KLA Corporation: Off To A Strong Start In 2026, Waiting For Better Entry KLA falls amid WFE outlook concerns despite bullish stance from analysts KLA sees advanced packaging revenue rising mid- to high teens in 2026 as AI demand boosts process control
Adidas has apologised and said it will conduct a comprehensive review of its fitting rooms to better protect customer privacy, after a woman complained that a staff member and other patrons opened the curtain while she was inside one at a store in Hong Kong. The sportswear giant said on Friday in a social media statement that the company’s management had met the customer to offer an apology and pr...
Adidas has apologised and said it will conduct a comprehensive review of its fitting rooms to better protect customer privacy, after a woman complained that a staff member and other patrons opened the curtain while she was inside one at a store in Hong Kong. The sportswear giant said on Friday in a social media statement that the company’s management had met the customer to offer an apology and provide help. “Adidas has always valued customers’ shopping experience, with safety and privacy being our top priorities. The recent incident at the Langham Place branch reflected shortcomings in our operational management and resulted in an unpleasant experience. We sincerely apologise,” it said. Advertisement The company said it was handling the matter seriously to prevent similar incidents from happening again. It said the temporary fitting room at the branch had been suspended and signs were added. Advertisement The company would engage an independent consulting firm to carry out a comprehensive review of its fitting room designs to better protect customer privacy, it said. The staff member involved had been reassigned and the company would follow up based on the police investigation outcome, laws and internal guidelines, it added.
Last week, Guardiola gave a speech in support of Palestinian children at a charity event in his home city of Barcelona. He used the news conference before Manchester City's Carabao Cup semi-final second leg against Newcastle to speak about children being killed and injured in conflict zones across the world, saying the footage he sees "hurts me". He referenced conflicts in Palestine, Ukraine, Suda...
Last week, Guardiola gave a speech in support of Palestinian children at a charity event in his home city of Barcelona. He used the news conference before Manchester City's Carabao Cup semi-final second leg against Newcastle to speak about children being killed and injured in conflict zones across the world, saying the footage he sees "hurts me". He referenced conflicts in Palestine, Ukraine, Sudan and even recent shootings by Immigration and Customs Enforcement (ICE) agents in the United States. The Jewish Representative Council of Greater Manchester & Region said Manchester City have been "let down" by Guardiola "repeatedly straying into commentary on international affairs". Speaking in his news conference before Sunday's Premier League game at Liverpool, Guardiola said: "Why should I not express what I feel, just because I am a manager? I don't agree but I respect absolutely all opinions. "What I said basically is how many conflicts are there right now all around the world? How many? A lot - I condemn all of them. "If innocent people are [being] killed, I condemn them all and not putting a selection on one being [more] important than the other - not this country is [more important] than the other one. "If you don't understand my message it's fine. I cannot say otherwise." Asked whether he will now stick to speaking about football, Guardiola replied: "OK you focus on being a journalist and you cannot talk about the economy, because you are not an economic journalist. "[Being] involved in football, don't talk about that or that or that. That's why the world remains silent, that is what the world wants, right? Be silent, don't say anything. "I think it is completely the opposite but anyway, it is what it is."
mechanick/iStock via Getty Images In November 2025, Viasat, Inc. ( VSAT ) reported second-quarter results that initially sent shares lower. Thanks to soaring stock markets, particularly in both orbital rockets and satellites, VSAT stock peaked at nearly $50. The bad news is that the stock market sentiment worsened. Ahead of its third-quarter report, Viasat shares have fallen daily since January 29...
mechanick/iStock via Getty Images In November 2025, Viasat, Inc. ( VSAT ) reported second-quarter results that initially sent shares lower. Thanks to soaring stock markets, particularly in both orbital rockets and satellites, VSAT stock peaked at nearly $50. The bad news is that the stock market sentiment worsened. Ahead of its third-quarter report, Viasat shares have fallen daily since January 29. In after-hours trading and at the time of writing this post-earnings report, Viasat fell by around 4%, trading at $36.00. How did the company perform in the last quarter? Viasat Reports Mixed Third-Quarter Results Viasat posted $0.79 in non-GAAP earnings per share . This beat expectations by $0.55. Revenue increased by 3.6% Y/Y to $1.16 billion. In the non-GAAP financial reconciliation on the second last page of the report, the firm added $340.36 million in depreciation and amortization to its GAAP net income. After adding back a benefit from income taxes worth $58.67 million and stock-based compensation of $24.1 million, adjusted EBITDA was $387.0 million. I highlighted the figures mentioned in the table below. Viasat Viasat benefited from higher interest income that it recognized during the quarter. IT deferred Ligado’s quarterly fees, which it received as part of the lump sum payment. In June 2025, the firm agreed to a binding term sheet with Ligado and AST & Science, LLC. This led to a net income of $25 million, compared to a net loss of $158 million last year. Debt levels fell from $7.2 billion last year to $6.4 billion in the quarter. Free cash flow strengthened, rising from ($33.17 million) to positive $444.2 million. Revenue grew in the quarter, lifted primarily by the Defense and Advanced Technologies (“DAT”) segment. DAT grew by 9%. Quarterly trends in DAT indicated ( on page 10 ) adjusted EBITDA rising Y/Y, along with the unit’s revenue. Awards dipped slightly: Viasat In communications, awards fell, revenue rose, and adjusted EBITDA dipped slightly. The unit ha...
Indirect US-Iran Talks To Avoid War End In Agreement For 2nd Round, Cautious Optimism The much anticipated talks between American and Iranian officials which kicked off Friday in Oman, in order to prevent war - or rather what many would describe as staving off US unprovoked attack - are being done in indirect fashion , at least in the opening phase. Iran’s Foreign Minister Abbas Araghchi is in Mus...
Indirect US-Iran Talks To Avoid War End In Agreement For 2nd Round, Cautious Optimism The much anticipated talks between American and Iranian officials which kicked off Friday in Oman, in order to prevent war - or rather what many would describe as staving off US unprovoked attack - are being done in indirect fashion , at least in the opening phase. Iran’s Foreign Minister Abbas Araghchi is in Muscat for the discussions, while Trump advisers Steve Witkoff and (his son-in-law) Jared Kushner are also taking part. Iran's ministry of foreign affairs has stated the goal of the meeting is to reach "a fair, mutually satisfactory, and honorable agreement regarding the nuclear issue." Just before 6pm Oman time, Iran's state media reported the indirect talks with the US have ended "for now" - but without elaborating . Crucially, another round is set for the coming days . There are positive initial statements out of Tehran: IRNA: INDICATORS OF AN UNDERSTANDING DURING THE FIRST ROUND OF NEGOTIATIONS WITH AMERICA At least they bothered to put a suit on for Iran pic.twitter.com/XtSoI1RKjG — Vanessa Beeley (@VanessaBeeley) February 6, 2026 Iran wants the negotiations to only focus on the nuclear issues, while Washington has expressed concern over the Islamic Republic's ballistic missiles and support for proxies in the region. But from Tehran's perspective , it can't discuss and negotiate away its own conventional arsenal which would be crucial in any future conflict with Israel or the US. "We engage in good faith and stand firm on our rights," Araghchi wrote on X just before going into the talks. He said his country "enters diplomacy with open eyes and a steady memory of the past year." He added: "We engage in good faith and stand firm on our rights." The Omanis are mediating the talks, with the country's foreign ministry describing, "The consultations focused on creating the appropriate conditions for the resumption of diplomatic and technical negotiations." There's been a bit of...
TLDR Microsoft stock plunged 22% from all-time highs after January 28 earnings report revealed AI growth challenges Copilot adoption reached only 15 million licenses out of 400 million available Microsoft 365 seats Azure cloud revenue growth slowed to 39% from 40% previous quarter despite beating analyst expectations OpenAI represents $281 billion or 45% of Microsoft’s $625 billion order backlog c...
TLDR Microsoft stock plunged 22% from all-time highs after January 28 earnings report revealed AI growth challenges Copilot adoption reached only 15 million licenses out of 400 million available Microsoft 365 seats Azure cloud revenue growth slowed to 39% from 40% previous quarter despite beating analyst expectations OpenAI represents $281 billion or 45% of Microsoft’s $625 billion order backlog creating concentration risk Stock trades at P/E ratio of 26.5, cheapest valuation in three years compared to Nasdaq-100’s 32.8 multiple Microsoft stock has tumbled 22% from record highs following its fiscal Q2 2026 earnings release. Shares fell over 10% on January 28 alone as investors questioned the company’s AI momentum. Microsoft Corporation, MSFT The stock closed at $393.58 on February 5, marking a sharp retreat from its $555 peak. Despite posting 16.7% revenue growth over the trailing twelve months, concerns about AI execution have spooked Wall Street. Microsoft’s Copilot virtual assistant has struggled to penetrate enterprise markets. The company sold just 15 million Copilot licenses for Microsoft 365 out of 400 million total business licenses available. That 3.7% adoption rate doubled from a year earlier but disappointed investors. Copilot integrates AI capabilities into Word, Excel, Outlook and other productivity applications. The company found more success with developers. Paid Copilot subscriptions for software developers surged 77% from the prior quarter. Healthcare showed promise too. Dragon Copilot now assists over 100,000 medical professionals and processed 21 million patient encounters in Q2, tripling year-over-year. Azure Growth Rate Decelerates Azure cloud platform revenue increased 39% year-over-year in the second quarter. The result beat Wall Street’s 37.1% forecast but slowed from 40% growth three months earlier. Investors interpreted the deceleration as a warning sign. Azure provides critical infrastructure and AI development tools for businesses buildin...
MSFT at Critical Level: Why This Week Matters MSFT Chart | TradingView In an era where market dynamics shift with the blink of an eye, Microsoft (MSFT) finds itself precariously poised on the edge of a financial precipice. The tech behemoth, often viewed as a bellwether for the broader market, is sending out distress signals that cannot be ignored. As the financial world holds its breath, the ques...
MSFT at Critical Level: Why This Week Matters MSFT Chart | TradingView In an era where market dynamics shift with the blink of an eye, Microsoft (MSFT) finds itself precariously poised on the edge of a financial precipice. The tech behemoth, often viewed as a bellwether for the broader market, is sending out distress signals that cannot be ignored. As the financial world holds its breath, the question on everyone's mind is: where does MSFT go from here? The urgency surrounding Microsoft's current position is palpable. The market regime is decidedly risk-off, with both the S&P 500 (SPY) and NASDAQ-100 (QQQ) in retreat. This bearish sentiment has been exacerbated by a strengthening dollar, which spells trouble for multinational giants like Microsoft. Investors are flocking to the safety of bonds, indicated by rising bond prices and falling yields. As these macroeconomic headwinds gather strength, MSFT's recent price action highlights a troubling trend that demands immediate attention. Smart investors are using AI analysis tools to spot these patterns early, and now is the time to focus on the specifics. MSFT's recent performance has been marred by a series of strong bearish candlesticks, with today's close at $392.32 underscoring a critical support level. This marks a stark continuation of its downward trajectory following a recent peak. The bearish momentum is confirmed by technical indicators, with the Relative Strength Index (RSI) plummeting to an oversold level of 24.55 and the MACD indicating further downside pressure. But here's where it gets interesting: despite this ominous setup, contrarian opportunities might be lurking for those willing to dig deeper. The broader market context cannot be overstated. The SPY and QQQ's decline is a testament to investor skittishness, as potential geopolitical tensions and economic uncertainties loom large. The dollar's ascent, a double-edged sword, poses additional challenges to U.S. corporates with international exposure, li...
VanderWolf-Images/iStock Editorial via Getty Images Airbus ( EADSF ) ( EADSY ) said Friday it delivered 19 aircraft in January, its lowest total since April 2020 and the weakest start to a year in at least a decade. Airbus ( EADSF ) ( EADSY ) said January results are not an indication of a full year, with most deliveries typically made toward the end of the year; the company ramped up deliveries i...
VanderWolf-Images/iStock Editorial via Getty Images Airbus ( EADSF ) ( EADSY ) said Friday it delivered 19 aircraft in January, its lowest total since April 2020 and the weakest start to a year in at least a decade. Airbus ( EADSF ) ( EADSY ) said January results are not an indication of a full year, with most deliveries typically made toward the end of the year; the company ramped up deliveries in December 2025 to 136 units, allowing it to barely surpass its revised annual target of 790. Airbus ( EADSF ) ( EADSY ) has not yet made a delivery target for 2026, as the company has said it faces significant supply chain issues. More on Airbus Boeing Beats On Orders, Airbus Wins Deliveries: Why Winning Still Feels Like Losing Airbus: 1,000 Airplane Orders And Still Disappointing Will Airbus Or Boeing Climb Higher In 2026?
Key Points Artificial intelligence (AI) can't live without power. The world is now shifting toward cleaner power options. This ultra-high-yield investment is a clean energy powerhouse. 10 stocks we like better than Brookfield Renewable Partners › When you step back and think about it, artificial intelligence (AI) is nothing more than a fancy computer program. That means it has to be run on a compu...
Key Points Artificial intelligence (AI) can't live without power. The world is now shifting toward cleaner power options. This ultra-high-yield investment is a clean energy powerhouse. 10 stocks we like better than Brookfield Renewable Partners › When you step back and think about it, artificial intelligence (AI) is nothing more than a fancy computer program. That means it has to be run on a computer. And that computer won't run without a reliable power source. This is why dividend investors will find this exciting, ultra-high-yield investment opportunity so appealing. Brookfield Renewable is clean, global, and already in the market Brookfield Renewable (NYSE: BEP)(NYSE: BEPC) is a clean and renewable power company. It has assets in the hydroelectric, solar, wind, storage, and nuclear power sectors. And it has operations in North America, South America, Asia, and Europe. It is basically a one-stop shop for customers looking for clean energy. It is also a one-stop shop for investors looking for exposure to the renewable power sector. 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 » Right now, there's a major buildout underway to support artificial intelligence. The need for reliable power is huge, and Brookfield Renewable is already partnered with Microsoft and Alphabet's Google to provide them with electricity. Google's 3-gigawatt deal is particularly interesting because it is centered specifically around hydroelectric power. Microsoft's deal is over three times larger and, perhaps by necessity, isn't tied to any specific energy source. There is plenty of cash to go around The AI opportunity is clear, but what does that mean for investors? For Brookfield Renewable shareholders, it means dividends. For starters, the partnership class of Brookfield Renewable is offering a lofty 5.2% yield. The corpor...
Micron Technology (NASDAQ: MU) has officially confirmed that its entire production capacity for High-Bandwidth Memory (HBM) is fully committed through the end of the 2026 calendar year. This landmark announcement underscores a historic supply-demand imbalance in the semiconductor sector, driven by the insatiable appetite for artificial intelligence infrastructure. As the industry moves into 2026, ...
Micron Technology (NASDAQ: MU) has officially confirmed that its entire production capacity for High-Bandwidth Memory (HBM) is fully committed through the end of the 2026 calendar year. This landmark announcement underscores a historic supply-demand imbalance in the semiconductor sector, driven by the insatiable appetite for artificial intelligence infrastructure. As the industry moves into 2026, Micron’s 100% sell-through status signals that the scarcity of specialized memory has become the primary bottleneck for the global rollout of next-generation AI accelerators. The "sold-out" status comes at a pivotal moment as the tech industry pivots from HBM3E toward the much-anticipated HBM4 standard. This supply lock-in not only guarantees record-shattering revenue for the Boise-based chipmaker but also marks a structural shift in the global memory market. With prices and volumes finalized for the next 22 months, Micron has effectively de-risked its financial outlook while leaving latecomers to the AI race scrambling for a dwindling pool of available silicon. Technical Leaps and the HBM4 Horizon The technical specifications of Micron’s latest offerings represent a quantum leap in data throughput. The current gold standard, HBM3E, which powers the H200 and Blackwell architectures from Nvidia (NASDAQ: NVDA), is already being superseded by HBM4 samples. Micron’s HBM4 modules, currently in the hands of key partners for qualification, are achieving bandwidth speeds of up to 11 Gbps. This performance is achieved using Micron’s proprietary 1β (1-beta) process technology, which allows for higher bit density and significantly lower power consumption compared to the previous 1α generation. The transition to HBM4 is fundamentally different from prior iterations due to its architectural complexity. For the first time, the "base die" of the memory stack—the logic layer that communicates with the GPU—is being developed in closer collaboration with foundries like Taiwan Semiconductor M...