JHVEPhoto/iStock Editorial via Getty Images Baker Hughes ( BKR ) said Thursday it reached an agreement to become Marathon Petroleum's ( MPC ) preferred provider for hydrocarbon treatment products and services at refineries across North America. Under the agreement, Baker Hughes ( BKR ) will provide its portfolio of downstream chemical technologies, including Xeric heavy oil demulsifiers, TopGuard ...
JHVEPhoto/iStock Editorial via Getty Images Baker Hughes ( BKR ) said Thursday it reached an agreement to become Marathon Petroleum's ( MPC ) preferred provider for hydrocarbon treatment products and services at refineries across North America. Under the agreement, Baker Hughes ( BKR ) will provide its portfolio of downstream chemical technologies, including Xeric heavy oil demulsifiers, TopGuard corrosion inhibitors, BioQuest renewable additives, and digital monitoring tools, to be deployed across 12 oil refineries and two renewable fuel facilities in the U.S. to support reliable operations and environmental compliance while reducing non-productive time. Baker Hughes ( BKR ) "has established itself as the leader in downstream chemicals, and our three decades of collaboration with Marathon Petroleum are a testament to the innovation, commitment and expertise of our team," said Amerino Gatti, Executive VP of Oilfield Services and Equipment. More on Baker Hughes Baker Hughes: Valuation Is Full Given Oilfield Service Headwinds (Downgrade) Baker Hughes: Why I'm Still Not Buying Despite Strong LNG And Data Center Exposure Baker Hughes Q4 2025 Earnings Call Presentation
Amazon is next up among the mega-cap tech titans to report earnings, and investors are looking for something to get excited about, as the stock has lagged its peers over the last 12 months. In focus for Wall Street will be growth in the AWS cloud unit, which analysts believe will be a bright spot in the report. Similar to other AI-focused firms, they'll also be listening closely to any updates on ...
Amazon is next up among the mega-cap tech titans to report earnings, and investors are looking for something to get excited about, as the stock has lagged its peers over the last 12 months. In focus for Wall Street will be growth in the AWS cloud unit, which analysts believe will be a bright spot in the report. Similar to other AI-focused firms, they'll also be listening closely to any updates on AI-related capex and costs following the recent spate of layoffs across the firm.
Viktoria Ruban/iStock via Getty Images AppLovin Corporation ( APP ) has lost approximately one-third of its market cap since my previous bullish article . Roughly half of this dip is explained by yesterday's 16% share price decline after AdExchanger reported that a new AI-powered startup, CloudX, can potentially disrupt the mobile advertising industry. This looks like a classic panic sell for vari...
Viktoria Ruban/iStock via Getty Images AppLovin Corporation ( APP ) has lost approximately one-third of its market cap since my previous bullish article . Roughly half of this dip is explained by yesterday's 16% share price decline after AdExchanger reported that a new AI-powered startup, CloudX, can potentially disrupt the mobile advertising industry. This looks like a classic panic sell for various reasons. Above all, there is not much information publicly available on CloudX apart from AdExchanger's report. We don't know the company's number of clients, revenue scale, or unit economics. Therefore, assuming that AppLovin will inevitably lose competition to CloudX smells like panic. Another reason why APP's share price declined significantly over the last few months is the fact that the "priced to perfection" narrative is becoming louder. However, my analysis of fundamentals and the upcoming Q4 earnings preview suggests that APP's heavily growth-oriented valuation is justified. Moreover, some valuation ratios look really attractive after the recent dip. All in all, I reiterate Strong Buy for APP. Fundamentals and Q4 Earnings Preview The company released its latest quarterly earnings on November 5, delivering another comfortable dual beat against consensus estimates. Revenue growth remained aggressive in Q3 with a 69% YoY increase, while the EPS increased by almost two times, from $1.25 to $2.45. The fact that APP's bottom line grew notably faster than revenue is a significant bullish indicator, as it spotlights robust operating leverage. I am confident that it was high-quality EPS growth because APP's adjusted EBITDA margin expanded from 77% to 82% on a YoY basis. Seeking Alpha Due to the rapidly expanding profitability, APP's cash-generating capacity is also becoming much stronger. The company's net cash from operations surpassed $1 billion in Q3 , which means that APP has plenty of room to reinvest in R&D or marketing. Overall, APP has a healthy balance sheet wit...
Goldman Sachs Group Inc. is readying a revised $3.75 billion financing — now likely to include a junk bond offering — to support chemical maker Arclin Inc. ’s acquisition of DuPont de Nemours Inc. ’s Aramids business. The lender is sounding out investors about appetite for a deal that would comprise about $2.25 billion in dollar- and euro-denominated leveraged loans, $1 billion in privately-placed...
Goldman Sachs Group Inc. is readying a revised $3.75 billion financing — now likely to include a junk bond offering — to support chemical maker Arclin Inc. ’s acquisition of DuPont de Nemours Inc. ’s Aramids business. The lender is sounding out investors about appetite for a deal that would comprise about $2.25 billion in dollar- and euro-denominated leveraged loans, $1 billion in privately-placed junk bonds and a $500 million revolving credit facility, according to people with direct knowledge of the matter. A transaction could launch as soon as this week, the people said, asking not to be identified. When Goldman first gauged investor interest in September, discussions centered on a $3 billion term loan, a $500 million revolver and a $250 million delayed-draw loan. The revised terms come after Arclin completed its acquisition of adhesive maker Willamette Valley Co. The firm’s private equity owner, TJC LP , has also injected more equity into the DuPont deal, the people said. Terms on the debt offering, which would also help refinance Arclin’s term loans, are still under negotiation and may change, they added. The decision to tap the bond market for part of the financing comes as the US loan market shows signs of weakness , with a selloff in software debt pushing billions of dollars of loans into distressed territory. A Bloomberg index tracking outstanding US leveraged loans has fallen to its lowest level in two months. Earlier this week, banks also shifted the funding mix for about $1.8 billion of debt backing the takeover of Walmart Inc. supplier TreeHouse Foods Inc. by trimming the size of the loan offering and leaning more heavily on the junk bond market. A representative for Goldman Sachs declined to comment. A representative for TJC could not be reached for comment. Arclin agreed in August to acquire DuPont’s Aramids business for about $1.8 billion. Aramids are high-strength fibers used to make protective gear such as body armor and fire-resistant clothing. Th...
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Peter Stern Chief Financial Officer — Liz Coddington Takeaways Total revenue -- $657 million, down 3% year over year and $8 million below guidance, primarily due to fewer equipment sales to existing members and delayed deliveries shifting roughly $4 million of revenue into next quarter...
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Peter Stern Chief Financial Officer — Liz Coddington Takeaways Total revenue -- $657 million, down 3% year over year and $8 million below guidance, primarily due to fewer equipment sales to existing members and delayed deliveries shifting roughly $4 million of revenue into next quarter. -- $657 million, down 3% year over year and $8 million below guidance, primarily due to fewer equipment sales to existing members and delayed deliveries shifting roughly $4 million of revenue into next quarter. Paid Connected Fitness subscriptions -- 2,661,000 at quarter-end, representing a 7% year-over-year decline, but exceeding the midpoint of guidance by 6,000. -- 2,661,000 at quarter-end, representing a 7% year-over-year decline, but exceeding the midpoint of guidance by 6,000. Net debt -- $319 million, down 52% year over year, attributed to cost discipline and deleveraging actions. -- $319 million, down 52% year over year, attributed to cost discipline and deleveraging actions. Gross margin -- 50.5%, improving 320 basis points year over year and surpassing guidance by 150 basis points, mainly due to a higher subscription mix and improved subscription gross margin. -- 50.5%, improving 320 basis points year over year and surpassing guidance by 150 basis points, mainly due to a higher subscription mix and improved subscription gross margin. Subscription gross margin -- 72.1%, up 420 basis points year over year, boosted by a one-time $9.7 million reduction in accrued music royalties; excluding this, margin was 69.7%. -- 72.1%, up 420 basis points year over year, boosted by a one-time $9.7 million reduction in accrued music royalties; excluding this, margin was 69.7%. Adjusted EBITDA -- $81 million, an increase of 39% year over year and $6 million above the high end of guidance. -- $81 million, an increase of 39% year over year and $6 million above the high end of guidan...
Image source: The Motley Fool. Thursday, February 5, 2026 at 8:30 a.m. ET Call participants Chairman & Chief Executive Officer — Lawrence V. Bruno Chief Financial Officer — Christopher Scott Hill Senior Vice President, Head of Investor Relations — Gwendolyn Y. Gresham Takeaways Revenue -- $138,300,000, up 3% sequentially and 7% year over year, reflecting higher demand for reservoir rock and fluid ...
Image source: The Motley Fool. Thursday, February 5, 2026 at 8:30 a.m. ET Call participants Chairman & Chief Executive Officer — Lawrence V. Bruno Chief Financial Officer — Christopher Scott Hill Senior Vice President, Head of Investor Relations — Gwendolyn Y. Gresham Takeaways Revenue -- $138,300,000, up 3% sequentially and 7% year over year, reflecting higher demand for reservoir rock and fluid analysis and completion diagnostic services in the US and international markets. -- $138,300,000, up 3% sequentially and 7% year over year, reflecting higher demand for reservoir rock and fluid analysis and completion diagnostic services in the US and international markets. Reservoir Description segment revenue -- $92,300,000, a 5% sequential increase and 6% year-over-year gain, demonstrating ongoing international demand for laboratory-based analysis services. -- $92,300,000, a 5% sequential increase and 6% year-over-year gain, demonstrating ongoing international demand for laboratory-based analysis services. Reservoir Description segment operating margin (ex items) -- 14% with a sequential expansion of 60 basis points and incremental margins of 27%; performance was constrained by expanded geopolitical sanctions, pass-through revenue, and increased labor costs. -- 14% with a sequential expansion of 60 basis points and incremental margins of 27%; performance was constrained by expanded geopolitical sanctions, pass-through revenue, and increased labor costs. Production Enhancement segment revenue -- $46,000,000, relatively flat sequentially but up over 8% year over year; sequential results were negatively affected by a provision for potentially uncollectible receivables in Asia Pacific. -- $46,000,000, relatively flat sequentially but up over 8% year over year; sequential results were negatively affected by a provision for potentially uncollectible receivables in Asia Pacific. Production Enhancement operating margin (ex items) -- 7%, down from 11% last quarter but up from 4% ...
Bitcoin fell below $70,000 early Thursday to a 15-month low as the selloff in tech stocks spilled into digital assets, piling pressure on cryptocurrencies. The price of Bitcoin fell t0 $69,971.72, down 5.7% over the past 24 hours to its lowest level since November 2024, according to Dow Jones Market Data. The moves follow sharp falls in U.S. equity markets, as heavyweight stocks linked to artifici...
Bitcoin fell below $70,000 early Thursday to a 15-month low as the selloff in tech stocks spilled into digital assets, piling pressure on cryptocurrencies. The price of Bitcoin fell t0 $69,971.72, down 5.7% over the past 24 hours to its lowest level since November 2024, according to Dow Jones Market Data. The moves follow sharp falls in U.S. equity markets, as heavyweight stocks linked to artificial intelligence have come under pressure.
“Rotation is the new momentum trade,” says Liz Ann Sonders, chief investment strategist at Charles Schwab, as she sees the broadening out of markets as a “meaningful shift that probably will continue.” (Source: Bloomberg)
“Rotation is the new momentum trade,” says Liz Ann Sonders, chief investment strategist at Charles Schwab, as she sees the broadening out of markets as a “meaningful shift that probably will continue.” (Source: Bloomberg)
Advertisement Microsoft’s recent performance in focus Microsoft (MSFT) has drawn fresh attention after a period where the stock showed a 13.4% decline over the past month and a 16.6% decline over the past 3 months, prompting investors to reassess fundamentals. The recent 12.4% year to date share price decline, alongside a 13.4% 30 day and 16.6% 90 day share price pullback, contrasts with a 1 year ...
Advertisement Microsoft’s recent performance in focus Microsoft (MSFT) has drawn fresh attention after a period where the stock showed a 13.4% decline over the past month and a 16.6% decline over the past 3 months, prompting investors to reassess fundamentals. The recent 12.4% year to date share price decline, alongside a 13.4% 30 day and 16.6% 90 day share price pullback, contrasts with a 1 year total shareholder return of 0.3% and a 3 year total shareholder return of 60.9%. This suggests long term holders have still seen meaningful gains even as short term momentum has faded at a last close of $414.19. If Microsoft’s recent moves have you reassessing your tech exposure, it could be a useful moment to look across as potential additions to your watchlist. With Microsoft trading at $414.19 and some models pointing to an intrinsic discount and a gap to analyst targets, you now need to ask yourself whether this represents a genuine opportunity or whether future growth is already fully priced in. Most Popular Narrative: 2.1% Undervalued The most followed valuation narrative pegs Microsoft’s fair value at $423.14, a touch above the recent $414.19 close, which keeps the focus on what is driving that gap. AI Growth with Copilot & Azure AI: Microsoft is aggressively integrating AI into Office 365 (Copilot) and Azure AI, driving enterprise adoption and monetizing AI-powered software. • Cloud Expansion (Azure): Azure continues to gain market share, benefiting from enterprise digital transformation and AI workloads. Curious how that fair value comes together? The narrative leans on steady top line gains, firm margins, and a future earnings multiple that assumes Microsoft keeps compounding its core strengths. The exact mix of growth, profitability, and valuation expectations might surprise you. Result: Fair Value of $423.14 (UNDERVALUED) However, that story can shift if regulatory pressure around AI and gaming ramps up, or if AI products like Copilot struggle to convert interes...
At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2024 reporting period, and noticed that Vanguard International Equity Index Funds - FTSE All-World ex-USA Index Fund ETF (Symbol: VEU) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is impo...
At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2024 reporting period, and noticed that Vanguard International Equity Index Funds - FTSE All-World ex-USA Index Fund ETF (Symbol: VEU) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in VEU positions, for this latest batch of 13F filers: In terms of shares owned, we count 4 of the above funds having increased existing VEU positions from 09/30/2024 to 12/31/2024, with 3 having decreased their positions and 1 new position. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VEU share count in the aggregate among all of the funds which held VEU at the 12/31/2024 reporting period (out of the 3,973 we looked at in total). We then compared that number to the sum total of VEU shares those same funds held back at the 09/30/2024 period, to see how the aggregate share count held by hedge funds has moved for VEU. We found that between these two periods, funds increased their holdings by 8,733,470 shares in the aggregate, from 121,062,713 up to 129,796,183 for a share count in...
At Holdings Channel, we have reviewed the latest batch of the 48 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Ishares Silver Trust (Symbol: SLV) was held by 18 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole s...
At Holdings Channel, we have reviewed the latest batch of the 48 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Ishares Silver Trust (Symbol: SLV) was held by 18 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in SLV positions, for this latest batch of 13F filers: In terms of shares owned, we count 8 of the above funds having increased existing SLV positions from 09/30/2025 to 12/31/2025, with 5 having decreased their positions and 3 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SLV share count in the aggregate among all of the funds which held SLV at the 12/31/2025 reporting period (out of the 3,586 we looked at in total). We then compared that number to the sum total of SLV shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for SLV. We found that between these two periods, funds increased their holdings by 3,506,971 shares in the aggregate, from 37,508,177 up to 41,015,148 for a share count increase of approximately 9.35%. The overall top three funds h...
Since spinning out from Western Digital last year, Sandisk has become one of Wall Street’s hottest stocks, which means lots of gains, and lots of volatility.
Since spinning out from Western Digital last year, Sandisk has become one of Wall Street’s hottest stocks, which means lots of gains, and lots of volatility.
U.S. President Donald Trump points a finger onstage at the U.S. Treasury Department's Trump Accounts Summit, in Washington, D.C., U.S. January 28, 2026. Kevin Lamarque | Reuters Trump accounts will share in the Super Bowl spotlight on Sunday as part of a massive push to spread awareness about the pilot program. The Trump account commercial — paid for by Invest America, a nonprofit advocacy group —...
U.S. President Donald Trump points a finger onstage at the U.S. Treasury Department's Trump Accounts Summit, in Washington, D.C., U.S. January 28, 2026. Kevin Lamarque | Reuters Trump accounts will share in the Super Bowl spotlight on Sunday as part of a massive push to spread awareness about the pilot program. The Trump account commercial — paid for by Invest America, a nonprofit advocacy group — is set to air during the pre-game broadcast, right before the Seattle Seahawks and New England Patriots face off from Levi's Stadium in Santa Clara, California. Invest America posted a preview of the ad on X on Thursday. In a 30-second spot, children speak about the virtues of so-called Trump accounts , also known as 530A accounts, which were created as part of President Donald Trump 's " big beautiful bill ." "This year, every American child gets an investment account. And millions will be pre-funded. That's free money," a montage of children speaking directly to the camera say in the ad. Super Bowl 60 , which will air on NBC, is prime real estate for advertisers . Millions of Americans tune in to the Super Bowl — some just for the commercials. Each year, the price of those national spots breaks a record. After last year's game between the Philadelphia Eagles and the Kansas City Chiefs was watched by a record 127.7 million viewers, the cost of this year's ads went up to $8 million per 30-second commercial, on average, CNBC previously reported . watch now VIDEO 5:20 05:20 How the NFL makes money from the Super Bowl CNBC Sport Along with a billboard in New York City's Times Square and a Trump Account Summit, which was livestreamed from Washington, D.C. on Jan. 28, the Trump administration has pulled out all the stops to get the word out in recent weeks about the new accounts. Parents can now open a Trump account As of the official start of tax season on Jan. 26, parents and guardians can open a Trump account by making elections on IRS Form 4547 when they file their 2025 tax...
Gary Yeowell/DigitalVision via Getty Images Investment action I give a buy rating for Hexcel Corporation ( HXL ) as I believe the earnings recovery story has gotten more of a foothold. In my view, the end of the widebody inventory destocking cycle, improving production visibility at Airbus and Boeing, and HXL's high fixed-cost leverage create a powerful setup for strong earnings growth in 2026. Co...
Gary Yeowell/DigitalVision via Getty Images Investment action I give a buy rating for Hexcel Corporation ( HXL ) as I believe the earnings recovery story has gotten more of a foothold. In my view, the end of the widebody inventory destocking cycle, improving production visibility at Airbus and Boeing, and HXL's high fixed-cost leverage create a powerful setup for strong earnings growth in 2026. Company description HXL is a vertically integrated manufacturer of advanced composite materials and supplies its products to commercial aerospace, defense, and select industrial markets. The core products include carbon fiber, honeycomb core, and proprietary resin systems. These are lightweight, high-performance structural materials that replace aluminum and steel in applications where strength-to-weight matters. This business reports in two segments: (1) Commercial Aerospace, (2) Space & Defense, and other (others include Industrials). Commercial Aerospace is the main earnings driver, where it supplies composite materials for primary and secondary aircraft structures, and it is heavily exposed to wide-body platforms like the Airbus A350 and Boeing 787. The Space & Defense serves military aircraft, rotorcraft, launch vehicles, and satellite programs, typically under long-dated government contracts. As for industrials, it serves verticals such as automotive, wind energy, and recreational products. Q4 2025 Results Review HXL’s results for Q4 2025 delivered net sales of $491.3 million, up 3.7% y/y from $473.8 million in Q4 2024. Growth was mostly driven by volume, and on a constant currency basis, sales were up 3.4%. Splitting by segments, Commercial Aerospace reported 7.6% y/y revenue growth, driving revenue to $299.5 million, but Space & Defense, and Others revenue declined to $191.8 million. That said, one thing to note is that this decline was driven by the Austrian divestiture impact. While revenue performance was not the best, HXL showed strength at the adj. EBIT margin le...
ElevenLabs co-founder and CEO Mati Staniszewski says voice is becoming the next major interface for AI – the way people will increasingly interact with machines as models move beyond text and screens. Speaking at Web Summit in Doha, Staniszewski told TechCrunch voice models like those developed by ElevenLabs have recently moved beyond simply mimicking human speech — including emotion and intonatio...
ElevenLabs co-founder and CEO Mati Staniszewski says voice is becoming the next major interface for AI – the way people will increasingly interact with machines as models move beyond text and screens. Speaking at Web Summit in Doha, Staniszewski told TechCrunch voice models like those developed by ElevenLabs have recently moved beyond simply mimicking human speech — including emotion and intonation – to working in tandem with the reasoning capabilities of large language models. The result, he argued, is a shift in how people interact with technology. In the years ahead, he said, “hopefully all our phones will go back in our pockets, and we can immerse ourselves in the real world around us, with voice as the mechanism that controls technology.” That vision fueled ElevenLabs’s $500 million raise this week at an $11 billion valuation, and it is increasingly shared across the AI industry. OpenAI and Google have both made voice a central focus of their next-generation models, while Apple appears to be quietly building voice-adjacent, always-on technologies through acquisitions like Q.ai. As AI spreads into wearables, cars, and other new hardware, control is becoming less about tapping screens and more about speaking, making voice a key battleground for the next phase of AI development. Iconiq Capital general partner Seth Pierrepont echoed that view onstage at Web Summit, arguing that while screens will continue to matter for gaming and entertainment, traditional input methods like keyboards are starting to feel “outdated.” And as AI systems become more agentic, Pierrepont said, the interaction itself will also change, with models gaining guardrails, integrations, and context needed to respond with less explicit prompting from users. Staniszewski pointed to that agentic shift as one of the biggest changes underway. Rather than spelling out every instruction, he said future voice systems will increasingly rely on persistent memory and context built up over time, making int...
'More relevant every day' in the U.S.: A filmmaker documented Russia's journalists toggle caption Cinetic Marketing In the fall of 2021, four months before Russia started a full-scale war in Ukraine, filmmaker Julia Loktev came to Moscow to make a documentary. The Kremlin had recently labeled more than 100 individuals and organizations as "foreign agents" — a phrase with deep roots in Soviet-era r...
'More relevant every day' in the U.S.: A filmmaker documented Russia's journalists toggle caption Cinetic Marketing In the fall of 2021, four months before Russia started a full-scale war in Ukraine, filmmaker Julia Loktev came to Moscow to make a documentary. The Kremlin had recently labeled more than 100 individuals and organizations as "foreign agents" — a phrase with deep roots in Soviet-era repression — and Loktev wanted to understand what this designation meant. "It [is] quite disturbing when a society forces members ... to mark themselves everywhere as suspect, not really belonging to the society," Loktev says. "And we said, 'OK, let's try to make a film about this. Let's see where this goes.'" Sponsor Message Loktev, an American citizen who was born in the Soviet Union, says the designation was being applied to reporters, bloggers and human rights groups who had spent decades documenting political persecution. Her documentary, My Undesirable Friends: Part I — Last Air in Moscow, follows a group of young journalists working for TV Rain, Russia's last independent television channel, as well as other independent journalists who had been deemed foreign agents. Loktev says the nature of her film changed on Feb. 24, 2022, when Russia invaded Ukraine. "In that first week of the full-scale war, all that independent journalism becomes impossible in Russia," she says. "And all of these characters try to work to live another day, to just keep reporting the truth." Many of the subjects of the documentary wound up fleeing Russia. TV Rain is now operating out of the Netherlands, and Loktev says the Russian government has accused several of the station's news anchors of being extremist terrorists. Loktev sees parallels between the subjects in her film and Sisyphus, the character in Greek mythology forced to constantly push a boulder up a hill. "If there is a lesson, I think it's the things that people say in the film like, 'Let joy and laughter be part of our resistance,'"...
"I went outside. I saw there was blood and she was with a hula hoop and the hula hoop was bent. I straight away said, 'Lilia what has happened?' I took the hula hoop and she was still standing. She fell into my hands. I started to shout for..."
"I went outside. I saw there was blood and she was with a hula hoop and the hula hoop was bent. I straight away said, 'Lilia what has happened?' I took the hula hoop and she was still standing. She fell into my hands. I started to shout for..."
New York, Feb 5, 2026, 09:41 ET — Regular session After tumbling 17.3% the day before, AMD shares clawed back roughly 1.3% in early Thursday trading. Investors are weighing a Q1 revenue forecast that factors in a reduced share of MI308 shipments headed to China. Big-tech earnings drop Thursday, with investors keen to gauge the pace of AI spending growth. Advanced Micro Devices Inc shares climbed r...
New York, Feb 5, 2026, 09:41 ET — Regular session After tumbling 17.3% the day before, AMD shares clawed back roughly 1.3% in early Thursday trading. Investors are weighing a Q1 revenue forecast that factors in a reduced share of MI308 shipments headed to China. Big-tech earnings drop Thursday, with investors keen to gauge the pace of AI spending growth. Advanced Micro Devices Inc shares climbed roughly 1.3% to $202.82 by 9:40 a.m. ET on Thursday, clawing back some ground after a steep 17.3% fall on Wednesday. So far today, the stock has fluctuated between $196.70 and $203.40. (Google) The shift is significant as the market grows uneasy over the actual cost of the AI boom, beyond its potential. Alphabet’s recent spending announcements have intensified the debate about whether increased capital investments will translate into lasting profits for chipmakers and their clients. (Reuters) AMD reported fourth-quarter revenue of $10.3 billion on Tuesday, with adjusted earnings of $1.53 per share—both beating expectations. The company’s outlook for first-quarter revenue is around $9.8 billion, plus or minus $300 million, factoring in about $100 million from MI308 sales in China, which suggests a slight decline from the previous quarter. AMD also forecast an adjusted gross margin near 55%, reflecting profitability after production costs. (GlobeNewswire) China played a big role in AMD’s fourth-quarter results. Reuters reported the company booked $390 million in AI-chip sales to the Chinese market, boosting data-center revenue 39% to $5.38 billion. Strip out those China shipments, and the figure drops to $4.99 billion—below the $5.07 billion forecast. Bob O’Donnell, president of TECHnalysis Research, noted the market now expects “large blowout quarters” from AI hardware players. (Reuters) Bernstein analyst Stacy Rasgon said AMD’s results barely exceeded “inline” once the China lift was removed, adding that near-term AI figures “are not really inflecting.” CEO Lisa Su told inve...