China’s market regulator has penalised several companies for posing as DeepSeek and OpenAI’s ChatGPT to defraud users, in its latest crackdown on unfair competition and intellectual property (IP) theft in the artificial intelligence sector. The State Administration for Market Regulation (SAMR), China’s market watchdog, fined Shanghai Shangyun Internet Technology 62,692.70 yuan (US$9,034) for opera...
China’s market regulator has penalised several companies for posing as DeepSeek and OpenAI’s ChatGPT to defraud users, in its latest crackdown on unfair competition and intellectual property (IP) theft in the artificial intelligence sector. The State Administration for Market Regulation (SAMR), China’s market watchdog, fined Shanghai Shangyun Internet Technology 62,692.70 yuan (US$9,034) for operating a fraudulent ChatGPT service on Tencent Holdings’ super app WeChat. The service posed as the official Chinese version of the OpenAI chatbot and misled users into paying for AI dialogues, violating China’s Anti-Unfair Competition Law, according to an SAMR announcement on Friday. Advertisement “The company was fully aware of the industry status and influence of OpenAI’s ChatGPT,” SAMR said. “They deliberately created a false impression that they are providing the official service to mislead users into making purchases.” The companies operating knock-off services of DeepSeek and ChatGPT violated China’s Anti-Unfair Competition Law, according to authorities. AFP In another case, Hangzhou Boheng Culture Media was fined 30,000 yuan for setting up an unauthorised website offering “DeepSeek local deployment” and tricking users into paying for the knock-off service. The fake site used fonts, icons and page design nearly identical to the official DeepSeek platform.
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on ARM Holdings PLC ADR (ARM – Research Report), ASGN (ASGN – Research Report) and Qualcomm (QCOM – Research Report). ARM Holdings PLC ADR (ARM) In a report released today, Cody Acree from Benchmark Co. reiterated a Hold rating on ARM Holdings PLC ADR. According to TipRanks.com, Acree is a top 100 analyst...
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on ARM Holdings PLC ADR (ARM – Research Report), ASGN (ASGN – Research Report) and Qualcomm (QCOM – Research Report). ARM Holdings PLC ADR (ARM) In a report released today, Cody Acree from Benchmark Co. reiterated a Hold rating on ARM Holdings PLC ADR. According to TipRanks.com, Acree is a top 100 analyst with an average return of 26.1% and a 68.5% success rate. Acree covers the Technology sector, focusing on stocks such as Advanced Micro Devices, Silicon Laboratories, and indie Semiconductor. ;'> Currently, the analyst consensus on ARM Holdings PLC ADR is a Moderate Buy with an average price target of $159.79, which is a 52.2% upside from current levels. In a report issued on January 22, TipRanks – Google also downgraded the stock to Hold with a $124.00 price target. See today’s best-performing stocks on TipRanks >> ASGN (ASGN) In a report released today, Tobey Sommer from Truist Financial reiterated a Buy rating on ASGN, with a price target of $60.00. The company’s shares closed last Wednesday at $53.28. According to TipRanks.com, Sommer is a 5-star analyst with an average return of 8.2% and a 61.5% success rate. Sommer covers the Industrial Goods sector, focusing on stocks such as Andersen Group, Inc. Class A, Amentum Holdings, Inc., and GFL Environmental. ;'> Currently, the analyst consensus on ASGN is a Moderate Buy with an average price target of $58.25, implying a 9.3% upside from current levels. In a report released today, William Blair also maintained a Buy rating on the stock. Qualcomm (QCOM) In a report released today, Harsh Kumar from Piper Sandler reiterated a Buy rating on Qualcomm, with a price target of $200.00. According to TipRanks.com, Kumar is a top 25 analyst with an average return of 35.1% and a 71.8% success rate. Kumar covers the Technology sector, focusing on stocks such as Advanced Micro Devices, SkyWater Technology, and NXP Semiconductors. ;'> Cur...
Image source: The Motley Fool. Feb. 5, 2026 at 5 p.m. ET Call participants Chief Executive Officer and Co-Founder — Jeffrey Tangney Audit Committee Chair and Board Member — Tim Cabral Vice President, Investor Relations — Perry Gold Takeaways Revenue -- $185.1 million, representing 10% year-over-year growth and exceeding the high end of guidance by 2%. -- $185.1 million, representing 10% year-over-...
Image source: The Motley Fool. Feb. 5, 2026 at 5 p.m. ET Call participants Chief Executive Officer and Co-Founder — Jeffrey Tangney Audit Committee Chair and Board Member — Tim Cabral Vice President, Investor Relations — Perry Gold Takeaways Revenue -- $185.1 million, representing 10% year-over-year growth and exceeding the high end of guidance by 2%. -- $185.1 million, representing 10% year-over-year growth and exceeding the high end of guidance by 2%. Adjusted EBITDA -- $111.4 million, or 60% margin, 7% above the high end of guidance, compared to $102 million and 61% margin in the prior year. -- $111.4 million, or 60% margin, 7% above the high end of guidance, compared to $102 million and 61% margin in the prior year. Net revenue retention rate -- 112% for trailing 12 months; 117% for top 20 customers, signifying faster growth among larger clients. -- 112% for trailing 12 months; 117% for top 20 customers, signifying faster growth among larger clients. Large customer cohort -- 126 customers contributed at least $500,000 in subscription revenue over the past twelve months, up about 10% from a year ago; these clients represented 84% of total revenue. -- 126 customers contributed at least $500,000 in subscription revenue over the past twelve months, up about 10% from a year ago; these clients represented 84% of total revenue. Non-GAAP gross margin -- 91%, declining from 93% due to higher AI infrastructure investments tied to increased usage. -- 91%, declining from 93% due to higher AI infrastructure investments tied to increased usage. Free cash flow -- $58.5 million generated in the quarter. -- $58.5 million generated in the quarter. Cash, equivalents, and marketable securities -- $735 million as of quarter-end. -- $735 million as of quarter-end. Share repurchases -- $196.8 million repurchased in the quarter; $83 million remains under the existing program, with a new $500 million open-ended repurchase authorization approved. -- $196.8 million repurchased in the quar...
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. PBCM Concentrated Value Strategy returned 8.5% in the quarter, compared to a 3.8% return for the Russell 1000 Value Index. The robust performance of AI-related stocks and commodities exposure drove the Strategy’s performance in the ...
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. PBCM Concentrated Value Strategy returned 8.5% in the quarter, compared to a 3.8% return for the Russell 1000 Value Index. The robust performance of AI-related stocks and commodities exposure drove the Strategy’s performance in the quarter. For the full year, the Strategy returned 20.6% compared to 15.9% for the Index. The firm seeks to invest in high-quality companies with a strong balance sheet. Please review the Fund’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, PBCM highlighted stocks like Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services operating through Google Services, Google Cloud, and Other Bets segments, and is a significant contributor to the strategy’s performance in the quarter. On February 5, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $331.33 per share with a market capitalization of $4.008 trillion. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 0.67%, and its shares gained 77.05% of their value over the last 52 weeks. PBCM stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its fourth quarter 2025 investor letter: "Alphabet Inc. (NASDAQ:GOOG) also landed on the list of top 5 contributors for a second consecutive quarter. The company appears to be one of the biggest beneficiaries of the AI transition, and their Gemini Large Language Model (LLM) has established itself as a leading LLM along with Claude and ChatGPT. Perception has come a long way from when we first purchased GOOG in March 2023 when the prevailing consensus was that GOOG missed the AI boom and its monopoly on search would deteriorate rapidly. Alphabet Inc. (NASDAQ:GOOG) is in the 7th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per ...
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. PBCM Concentrated Value Strategy returned 8.5% in the quarter, compared to a 3.8% return for the Russell 1000 Value Index. The robust performance of AI-related stocks and commodities exposure drove the Strategy’s performance in the ...
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. PBCM Concentrated Value Strategy returned 8.5% in the quarter, compared to a 3.8% return for the Russell 1000 Value Index. The robust performance of AI-related stocks and commodities exposure drove the Strategy’s performance in the quarter. For the full year, the Strategy returned 20.6% compared to 15.9% for the Index. The firm seeks to invest in high-quality companies with a strong balance sheet. Please review the Fund’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, PBCM highlighted stocks like Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services operating through Google Services, Google Cloud, and Other Bets segments, and is a significant contributor to the strategy’s performance in the quarter. On February 5, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $331.33 per share with a market capitalization of $4.008 trillion. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 0.67%, and its shares gained 77.05% of their value over the last 52 weeks. PBCM stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its fourth quarter 2025 investor letter: "Alphabet Inc. (NASDAQ:GOOG) also landed on the list of top 5 contributors for a second consecutive quarter. The company appears to be one of the biggest beneficiaries of the AI transition, and their Gemini Large Language Model (LLM) has established itself as a leading LLM along with Claude and ChatGPT. Perception has come a long way from when we first purchased GOOG in March 2023 when the prevailing consensus was that GOOG missed the AI boom and its monopoly on search would deteriorate rapidly. Alphabet Inc. (NASDAQ:GOOG) is in the 7th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per ...
bhofack2/iStock via Getty Images J&J Snack Foods ( JJSF ) is likely to report bottom-line growth in 2026 because of ongoing stock buybacks and efficiency improvements. This company is currently implementing an efficiency program called Project Apollo and shutting down excess production facilities. So I expect the company’s revenue to fall in 2026, but its adjusted margins and EPS are likely to ris...
bhofack2/iStock via Getty Images J&J Snack Foods ( JJSF ) is likely to report bottom-line growth in 2026 because of ongoing stock buybacks and efficiency improvements. This company is currently implementing an efficiency program called Project Apollo and shutting down excess production facilities. So I expect the company’s revenue to fall in 2026, but its adjusted margins and EPS are likely to rise. In the long term, EPS growth could translate into a higher stock price for J&J Snack Foods, but this company might be fairly valued right now. J&J Snack Foods reported mediocre Q1 2026 results as its revenue fell 5.2% to $343.8 million. The company’s gross margin also rose 200 points to 27.9%. That’s a major improvement, and the company’s current gross margin still isn’t very high, so more gains are possible. J&J Snack Foods expects its margins to improve even further in upcoming quarters as well. While its operating margin and net income margin fell in Q1 2026, the company also reported that its adjusted EBITDA rose 7.0% to $27.0 million. This company makes products such as ICEE slushy drinks, churros, and pretzels. If you’ve gone to a movie theater or an amusement park, you’re probably familiar with its products. Grocery stores sell this company’s pretzels as well. But younger consumers aren’t spending as much at restaurants right now, and the government shutdown and EBT cuts reduced sales at grocery stores. So while J&J Snack Foods still has some growth opportunities in the fast-food sector, right now the company is reducing its costs by eliminating lower-margin products. J&J Snack Foods Is Sacrificing Revenue for Margins The main reason why J&J Snack Foods reported lower revenue this quarter was that it made major cutbacks in its bakery division. The company’s bakery sales were down 17% in Q1 2026. On the call , CEO Daniel Fachner said, “About $18 million of the revenue decline versus prior year was in that piece of business. Of this, about $13 million was related to...
TPG Inc. has struck a deal to acquire a majority stake in Sabre Industries , one of the largest providers of critical infrastructure for power utilities, telecoms and data centers. TPG Rise Climate is acquiring the stake from Blackstone Inc. ’s Energy Transition Partners , which will remain a minority investor, according to a statement reviewed by Bloomberg News. Terms of the transaction were not ...
TPG Inc. has struck a deal to acquire a majority stake in Sabre Industries , one of the largest providers of critical infrastructure for power utilities, telecoms and data centers. TPG Rise Climate is acquiring the stake from Blackstone Inc. ’s Energy Transition Partners , which will remain a minority investor, according to a statement reviewed by Bloomberg News. Terms of the transaction were not disclosed. The deal values Sabre at about $3.5 billion, people familiar with the matter said, asking not to be identified as the information isn’t public. Founded in 1977, Alvarado, Texas-based Sabre designs and manufactures components and structures used in electricity transmission and wireless communication infrastructure. Its products include steel utility poles, transmission towers and wireless communication towers. The company has about 2,800 employees and more than 2.3 million square feet of purpose-built domestic manufacturing space. Under Blackstone’s ownership, Sabre has built out its battery enclosure and storage capabilities, which are increasingly relied upon by large data center providers like Blackstone-backed QTS. For Blackstone Energy Transition Partners, the transaction represents a four times return on its initial investment in 2021, according to the people. “We believe there is a significant opportunity for leading equipment providers to meet rising electricity demand and modernize a grid increasingly vulnerable to extreme weather events,” Steven Mandel, partner at TPG, said in the statement. The transaction is expected to close by the second quarter of this year, subject to approvals and closing conditions.
Advanced Micro Devices, Inc. (NASDAQ: AMD) has officially crossed a historic threshold, reporting a record-shattering fourth quarter for 2025 that cements its position as the premier alternative to Nvidia in the global AI arms race. With total quarterly revenue reaching $10.27 billion—a 34% increase year-over-year—the company’s strategic pivot toward a "data center first" model has reached a criti...
Advanced Micro Devices, Inc. (NASDAQ: AMD) has officially crossed a historic threshold, reporting a record-shattering fourth quarter for 2025 that cements its position as the premier alternative to Nvidia in the global AI arms race. With total quarterly revenue reaching $10.27 billion—a 34% increase year-over-year—the company’s strategic pivot toward a "data center first" model has reached a critical mass. For the first time, AMD’s Data Center segment accounts for more than half of its total revenue, driven by an insatiable demand for its Instinct MI300 and MI325X GPUs and the rapid adoption of its 5th Generation EPYC "Turin" processors. The announcement, delivered on February 3, 2026, signals a definitive end to the era of singular dominance in AI hardware. While Nvidia remains a formidable leader, AMD’s performance suggests that the market’s thirst for high-memory AI silicon and high-throughput CPUs is allowing the Santa Clara-based chipmaker to capture significant territory. By exceeding its own aggressive AI GPU revenue forecasts—hitting over $6.5 billion for the full year 2025—AMD has proven it can execute at a scale previously thought impossible for any competitor in the generative AI era. Technical Superiority in Memory and Compute Density AMD’s current strategy is built on a "memory-first" philosophy that targets the primary bottleneck of large language model (LLM) training and inference. The newly detailed Instinct MI355X (part of the MI350 series) based on the CDNA 4 architecture represents a massive technical leap. Built on a cutting-edge 3nm process, the MI355X boasts a staggering 288GB of HBM3e memory and 8.0 TB/s of memory bandwidth. To put this in perspective, Nvidia’s (NASDAQ: NVDA) Blackwell B200 offers approximately 192GB of memory. This capacity allows AMD’s silicon to host a 520-billion parameter model on a single GPU—a task that typically requires multiple interconnected Nvidia chips—drastically reducing the complexity and energy cost of inferen...
Key Points 2025 was a banner year for MP Materials as it secured landmark deals, including federal backing. MP Materials owns the largest rare earth mine in the U.S. and is inching closer to producing magnets. The company's big goals for 2026 could send the rare earth stock much higher. 10 stocks we like better than MP Materials › Shares of MP Materials (NYSE: MP) erupted in 2025, surging more tha...
Key Points 2025 was a banner year for MP Materials as it secured landmark deals, including federal backing. MP Materials owns the largest rare earth mine in the U.S. and is inching closer to producing magnets. The company's big goals for 2026 could send the rare earth stock much higher. 10 stocks we like better than MP Materials › Shares of MP Materials (NYSE: MP) erupted in 2025, surging more than 500% by mid-October before catching a breath. Even with that retreat, the stock ended the year with a stunning 223.8% gain, according to data provided by S&P Global Market Intelligence. MP Materials stock has maintained its momentum so far in 2026, rising by another 13%, as of this writing. MP Materials emerged as a national champion for rare earths in 2025, backed by deep federal backing and unprecedented commercial deals. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » 2026 could be another big year for the stock. The biggest catalysts for MP Materials stock in 2025 Rare earth stocks catapulted in 2025 after the Trump administration moved to secure the supply chains of critical minerals and reduce reliance on imports. Rare earths are essential elements for several industries, including electronics, semiconductors, defense, aerospace, robotics, and renewables. The global supply, however, is dominated by China, with the U.S. importing nearly 80% of its rare-earth requirement in 2024. In a move that stunned the market in July 2025, the U.S. Department of Defense, rebranded by President Trump as the Department of War (DoW), bought a 15% equity stake in MP Materials, becoming its largest shareholder. MP Materials owns and operates the largest rare earth mine in the U.S., the Mountain Pass in California. Under the public-private partnership, MP Materials will build a rare earth magnet manufacturing facility, called the 10X facility, with an estimated capac...
Gold.com ( Gold ) declares $0.20/share quarterly dividend, in line with previous. Forward yield 1.59% Payable March 4; for shareholders of record Feb. 20; ex-div Feb. 20. See GOLD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Gold.com Gold.com, Inc. (Gold) Q2 2026 Earnings Call Transcript The Big Friday Liquidation: Gold, Silver And Stocks All Sold Gold.com to receive $150M investmen...
Gold.com ( Gold ) declares $0.20/share quarterly dividend, in line with previous. Forward yield 1.59% Payable March 4; for shareholders of record Feb. 20; ex-div Feb. 20. See GOLD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Gold.com Gold.com, Inc. (Gold) Q2 2026 Earnings Call Transcript The Big Friday Liquidation: Gold, Silver And Stocks All Sold Gold.com to receive $150M investment from Tether Catalyst Watch: Amazon earnings, IPO blitz, gold swings, and the jobs report Seeking Alpha’s Quant Rating on Gold.com
J Studios/DigitalVision via Getty Images Introduction Amazon.com, Inc. ( AMZN ) is one of my top long-term picks. I previously rated this company as a Strong Buy, and only two other stocks get the same rating from me. I really like the direction this company is taking. I admire investments and the areas they expose themselves to, and the strength of the brand in their cloud services. Retail remain...
J Studios/DigitalVision via Getty Images Introduction Amazon.com, Inc. ( AMZN ) is one of my top long-term picks. I previously rated this company as a Strong Buy, and only two other stocks get the same rating from me. I really like the direction this company is taking. I admire investments and the areas they expose themselves to, and the strength of the brand in their cloud services. Retail remains a large part of Amazon, but I am less focused on this segment, and I believe it will be gradually replaced in size as the company starts earning from other initiatives. Even though I really like the business, the stock has slightly underperformed the S&P 500 ( SP500 ) since I first rated it a Strong Buy after the major April correction, when people got nervous about the tariffs. Previous Breakdowns I remain bullish on Amazon, and I believe the company has one of the brightest long-term prospects in robotics, space projects, cloud, and advertising. I think Amazon will see the explosive growth Alphabet ( GOOG ) saw in 2025, in a few years, when it captures Starlink's ( SPACE ) satellite market share and monetizes its automation. However, I have decided to downgrade the stock to Buy due to some near-term red flags. By the way, I will still be adding to my Amazon position, and if you ask me, I would prefer the stock to go back down to $80, so I can buy much more at a discount. The stock drop is rather an opportunity than a threat, although some of the things I heard on the earnings call made me much more cautious. Q4 2025 Recently, I analyzed the U.S. tech sector , with particular focus on Mag 7 CapEx spending and the market’s reaction to it. There, I presented some of my less conventional ideas on how I view sentiment and why, in my opinion, the growing CapEx spending alone is not a reason to drop the largest and world’s best tech companies. The same can be said about Amazon. One of the major reasons the stock is dropping before the market opens is the enormous $200 billion ...
J Studios/DigitalVision via Getty Images Introduction Amazon.com, Inc. ( AMZN ) is one of my top long-term picks. I previously rated this company as a Strong Buy, and only two other stocks get the same rating from me. I really like the direction this company is taking. I admire investments and the areas they expose themselves to, and the strength of the brand in their cloud services. Retail remain...
J Studios/DigitalVision via Getty Images Introduction Amazon.com, Inc. ( AMZN ) is one of my top long-term picks. I previously rated this company as a Strong Buy, and only two other stocks get the same rating from me. I really like the direction this company is taking. I admire investments and the areas they expose themselves to, and the strength of the brand in their cloud services. Retail remains a large part of Amazon, but I am less focused on this segment, and I believe it will be gradually replaced in size as the company starts earning from other initiatives. Even though I really like the business, the stock has slightly underperformed the S&P 500 ( SP500 ) since I first rated it a Strong Buy after the major April correction, when people got nervous about the tariffs. Previous Breakdowns I remain bullish on Amazon, and I believe the company has one of the brightest long-term prospects in robotics, space projects, cloud, and advertising. I think Amazon will see the explosive growth Alphabet ( GOOG ) saw in 2025, in a few years, when it captures Starlink's ( SPACE ) satellite market share and monetizes its automation. However, I have decided to downgrade the stock to Buy due to some near-term red flags. By the way, I will still be adding to my Amazon position, and if you ask me, I would prefer the stock to go back down to $80, so I can buy much more at a discount. The stock drop is rather an opportunity than a threat, although some of the things I heard on the earnings call made me much more cautious. Q4 2025 Recently, I analyzed the U.S. tech sector , with particular focus on Mag 7 CapEx spending and the market’s reaction to it. There, I presented some of my less conventional ideas on how I view sentiment and why, in my opinion, the growing CapEx spending alone is not a reason to drop the largest and world’s best tech companies. The same can be said about Amazon. One of the major reasons the stock is dropping before the market opens is the enormous $200 billion ...
U.S. stock markets have started 2026 on a positive note. All three major stock indexes are trading in positive territory. This trend is likely to continue in January buoyed by the strong fundamentals of the domestic economy, solid fourth-quarter 2025 earnings results, the Fed’s accommodative monetary policies and the evaporation of trade and tariff-related issues. At this stage, we recommend inves...
U.S. stock markets have started 2026 on a positive note. All three major stock indexes are trading in positive territory. This trend is likely to continue in January buoyed by the strong fundamentals of the domestic economy, solid fourth-quarter 2025 earnings results, the Fed’s accommodative monetary policies and the evaporation of trade and tariff-related issues. At this stage, we recommend investing in growth stocks to strengthen your portfolio in February. Growth investors are primarily focused on stocks with aggressive earnings or revenue growth, which should propel their stock prices higher in the future. Five such stocks are: Micron Technology Inc. MU, MongoDB Inc. MDB, Amphenol Corp. APH, Ciena Corp. CIEN and Seagate Technology Holdings plc STX. Each of our picks sports a Zacks Rank #1 (Strong Buy) and has a Growth Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks in the past month. Zacks Investment Research Image Source: Zacks Investment Research Micron Technology Inc. Micron Technology has become a leader in the AI infrastructure boom due to strong demand for its high-bandwidth memory (HBM) solutions. Record sales in the data center end market and accelerating HBM adoption have been driving MU’s Dynamic Access Random Memory (DRAM) revenues higher. The growing adoption of AI servers is reshaping the DRAM market as these systems require significantly more memory than traditional servers. This is boosting demand for both high-capacity DIMMs (Dual In-line Memory Module) and low-power server DRAM. MU is capitalizing on this trend with its leadership in DRAM technology and a strong product roadmap that includes HBM4, slated for volume production in 2026. Micron’s diversification strategy is also bearing fruit. MU has created a more stable revenue base by shifting its focus away from the more volatile consumer electronics market toward resilient verticals such as automotive...
Gemini Space Station ( GEMI ) was downgraded at Evercore ISI after the announcement of a cost-reduction initiative that involved up to ~200 job cuts. Yesterday, the crypto exchange founded by the Tyler and Cameron Winklevoss twins said it has approved a major cost-cutting plan to exit and wind-down operations in the U.K., Australia, the European Union, and other European jurisdictions. Gemini inte...
Gemini Space Station ( GEMI ) was downgraded at Evercore ISI after the announcement of a cost-reduction initiative that involved up to ~200 job cuts. Yesterday, the crypto exchange founded by the Tyler and Cameron Winklevoss twins said it has approved a major cost-cutting plan to exit and wind-down operations in the U.K., Australia, the European Union, and other European jurisdictions. Gemini intends to maintain operations in the U.S. and Singapore. "Over time, this decision could prove to be 'addition by subtraction', but investors are more interested in growth given the early stage that the company and sector are both in," said Evercore ISI analysts. "Decreasing our expense projections moved EBITDA break-even up to 2H27 and that may be the right management decision, but not necessarily the best initiative near-term for the stock," said the analysts in a research note. "Hence, we are stepping to the sidelines until fundamentals warrant a different perspective," said the note. The investment banking advisory firm cut its recommendation on the stock to In Line from Outperform, and reduced the price target to $10.00 from $15.00. Wall Street analysts see GEMI as Buy, while Seeking Alpha authors grade the stock as Strong Buy. Shares were +4.52% Friday pre-market to $7.00. More on Gemini Space Station, Inc. Gemini Space Station: Re-Rating Trigger Gemini Space Station: Predicting A Higher Price Gemini Space Station, Inc. (GEMI) Q3 2025 Earnings Call Transcript Crypto exchange Gemini to cut 25% of global headcount in cost-cutting push
Image source: The Motley Fool. Feb. 5, 2026, 4:30 p.m. ET Call participants Chief Executive Officer — Jennifer Lloyd Chief Financial Officer — Nancy Erba Takeaways Revenue -- $103 million for the quarter; year-over-year growth reached 6% for the full year. -- $103 million for the quarter; year-over-year growth reached 6% for the full year. Non-GAAP EPS -- $0.23 per share for the quarter; $1.25 for...
Image source: The Motley Fool. Feb. 5, 2026, 4:30 p.m. ET Call participants Chief Executive Officer — Jennifer Lloyd Chief Financial Officer — Nancy Erba Takeaways Revenue -- $103 million for the quarter; year-over-year growth reached 6% for the full year. -- $103 million for the quarter; year-over-year growth reached 6% for the full year. Non-GAAP EPS -- $0.23 per share for the quarter; $1.25 for the full year, up 8%. -- $0.23 per share for the quarter; $1.25 for the full year, up 8%. Non-GAAP gross margin -- 53.3% for the quarter, below guidance due to less favorable mix; 55.1% for the year, up 70 basis points. -- 53.3% for the quarter, below guidance due to less favorable mix; 55.1% for the year, up 70 basis points. Non-GAAP operating expenses -- $45 million for the quarter, beating the $47 million outlook due to lower hiring and discretionary spend. -- $45 million for the quarter, beating the $47 million outlook due to lower hiring and discretionary spend. Restructuring -- 7% workforce reduction executed during the week of the call, targeting expense alignment and future investment flexibility. -- 7% workforce reduction executed during the week of the call, targeting expense alignment and future investment flexibility. Operating margin -- Non-GAAP operating margin increased 100 basis points to 13.9% for the year. -- Non-GAAP operating margin increased 100 basis points to 13.9% for the year. Cash flow -- $26 million from operations in the quarter; $112 million for the year, up $30 million. -- $26 million from operations in the quarter; $112 million for the year, up $30 million. Free cash flow -- $87 million for the year on $24 million of CapEx; $145 million returned to shareholders, representing 167% of annual free cash flow. -- $87 million for the year on $24 million of CapEx; $145 million returned to shareholders, representing 167% of annual free cash flow. Channel inventory -- Decreased by half a week in the quarter to 9.4 weeks; total inventories increased $2...
benedek/E+ via Getty Images Performance (%) (As of December 31, 2025) QTR YTD 1 Yr 3 Yr* 5 Yr* Since Inception June 1, 2016* Moerus Worldwide Value Fund (Inst.) 4.82% 40.36% 40.36% 26.65% 20.66% 11.39% MSCI All-World Country Index ex USA (Net) 1 5.05% 32.38% 32.38% 17.33% 7.91% 8.73% MSCI All-World Country Index (Net) 2 3.29% 22.34% 22.34% 20.66% 11.19% 12.05% Click to enlarge *Performance for per...
benedek/E+ via Getty Images Performance (%) (As of December 31, 2025) QTR YTD 1 Yr 3 Yr* 5 Yr* Since Inception June 1, 2016* Moerus Worldwide Value Fund (Inst.) 4.82% 40.36% 40.36% 26.65% 20.66% 11.39% MSCI All-World Country Index ex USA (Net) 1 5.05% 32.38% 32.38% 17.33% 7.91% 8.73% MSCI All-World Country Index (Net) 2 3.29% 22.34% 22.34% 20.66% 11.19% 12.05% Click to enlarge *Performance for periods longer than 1 year is annualized. Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. Returns are shown net of fees and expenses and assume reinvestment of dividends and other income. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Investment performance reflects expense limitations in effect. In the absence of such expense limitations, total return would be reduced. For performance current to the most recent month-end, please call 1-844-663-7871. The gross total expense ratio of the Moerus Worldwide Value Fund Institutional Class (“the Fund”) is 1.56%. The Adviser has contractually agreed to reduce its fees and/or absorb expenses of the Fund, until at least March 31, 2026, to ensure that total annual fund operating expenses after fee waiver and/or reimbursement (exclusive of any taxes, brokerage fees and commissions, borrowing costs, acquired fund fees and expenses, fees and expenses associated with investments in other collective investment vehicles or derivative instruments, or extraordinary expenses such as litigation) will not exceed 1.25% for Institutional Class Shares. 1 The MSCI All-Country World ex USA Index (Net) is an unmanaged index consisting of 46 country indices comprised of 22 of 23 developed markets (excluding the US) and 24 emerging market country indices and is calculated with dividends reinvested after deduction of withholding tax. The Index is show...
Bath & Body Works ( BBWI ) declares $0.20/share quarterly dividend , in line with previous. Forward yield 3.6% Payable March 6; for shareholders of record Feb. 20; ex-div Feb. 20. See BBWI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bath & Body Works Bath & Body Works: A Double-Digit Yield Bargain With Significant Turnaround Potential Bath & Body Works Goes Back To The Basics Bath ...
Bath & Body Works ( BBWI ) declares $0.20/share quarterly dividend , in line with previous. Forward yield 3.6% Payable March 6; for shareholders of record Feb. 20; ex-div Feb. 20. See BBWI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bath & Body Works Bath & Body Works: A Double-Digit Yield Bargain With Significant Turnaround Potential Bath & Body Works Goes Back To The Basics Bath & Body Works: Near-Term Outlook Still Poor, But Recovery Plan Has Merits (Rating Upgrade) Bottom 10 mid-cap stocks with lowest dividend safety grade Bath & Body Works rallies on reports of Black Friday crowds
Image source: The Motley Fool. Feb. 5, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Sumedh Thakar Chief Financial Officer — Joo Mi Kim Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $175.3 million, a 10% increase; channel revenue grew 17% compared to direct at 4%. -- $175.3 million, a 10% increase; channel revenue grew 17% compared to direct ...
Image source: The Motley Fool. Feb. 5, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Sumedh Thakar Chief Financial Officer — Joo Mi Kim Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $175.3 million, a 10% increase; channel revenue grew 17% compared to direct at 4%. -- $175.3 million, a 10% increase; channel revenue grew 17% compared to direct at 4%. Channel mix -- Channel partners contributed 51% of revenue, up from 48% in the prior year. -- Channel partners contributed 51% of revenue, up from 48% in the prior year. International growth -- Non-U.S. revenue rose 15% while U.S. revenue increased 6%; mix was 44% international and 56% U.S. -- Non-U.S. revenue rose 15% while U.S. revenue increased 6%; mix was 44% international and 56% U.S. Customers spending $50,000 or more -- Count rose 4% to 215. -- Count rose 4% to 215. Bookings mix: Cybersecurity Asset Management & ETM -- Represented 10% of total and 13% of new bookings, up from 8% and 9% previously. -- Represented 10% of total and 13% of new bookings, up from 8% and 9% previously. Patch Management bookings -- Accounted for 8% of total and 16% of new bookings; total bookings were up from 7% previously, while new bookings were unchanged. -- Accounted for 8% of total and 16% of new bookings; total bookings were up from 7% previously, while new bookings were unchanged. TotalCloud bookings -- Rose to 5% of total bookings from 4% year prior. -- Rose to 5% of total bookings from 4% year prior. Adjusted EBITDA -- $82.6 million with 47% margin, matching last year’s margin. -- $82.6 million with 47% margin, matching last year’s margin. Operating expenses -- Grew 11% to $68.9 million; sales and marketing expense increased by 18%. -- Grew 11% to $68.9 million; sales and marketing expense increased by 18%. Free cash flow -- $74.9 million with a 43% margin, up from 26% margin last year in the same quarter. -- $74.9 million with a 43% margin, up from 26% margin last year in th...
Obsessing over individual players and political chaos leaves less time to focus on the misogyny. And that’s for the best, isn’t it guys? Fair play to Bill Gates’s ex-wife, Melinda French Gates, a woman who fronted up to appear on a podcast this week while so many of the men who feature in the latest Epstein files drop found that their diaries had them scheduled to stay hiding under their rocks. Me...
Obsessing over individual players and political chaos leaves less time to focus on the misogyny. And that’s for the best, isn’t it guys? Fair play to Bill Gates’s ex-wife, Melinda French Gates, a woman who fronted up to appear on a podcast this week while so many of the men who feature in the latest Epstein files drop found that their diaries had them scheduled to stay hiding under their rocks. Melinda was asked about Jeffrey Epstein, obviously, and executed a very graceful drive-by. “Whatever questions remain there of what I don’t – can’t – even begin to know all of it, those questions are for those people, and for even my ex-husband. They need to answer to those things, not me. And I am so happy to be away from all the muck that was there.” Oof. Yet she also said, more generally: “I think we’re having a reckoning as a society, right?” Cards on the table, I don’t think we’re having one at all. Look at the headlines, or what’s dominating all the news bulletins. We’re talking about anything but the things that most need to be reckoned with. In the UK, we’re talking round the clock about Peter Mandelson, the one guy in this we at least know wasn’t making sexually abusive use of Epstein’s trafficked women and girls. Even if he did offer Epstein image rehab advice, which, as discussed here in depth on Tuesday , was a foray into the moral abyss. (Again.) But the frenzied and remorseless focus on political fallout – and not the male-on-female debasement that is the entire heart of this story , and always has been – is weird, isn’t it? I had a mirthless laugh at the New Statesman’s cover this week, which characterised the Mandelson affair as “the scandal of the century”. Guys, it’s not even the biggest scandal of the scandal. Marina Hyde is a Guardian columnist Continue reading...