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...
LB Pharmaceuticals ( LBRX ) said it will raise about $100M in a private placement with institutional investors by selling roughly 3.3M shares of common stock and pre-funded to purchase up to 1.42M shares. The shares are priced at $21.17 each, with the warrants priced at $21.1699. The financing is expected to close around February 6, 2026, subject to standard closing conditions. The biopharmaceutic...
LB Pharmaceuticals ( LBRX ) said it will raise about $100M in a private placement with institutional investors by selling roughly 3.3M shares of common stock and pre-funded to purchase up to 1.42M shares. The shares are priced at $21.17 each, with the warrants priced at $21.1699. The financing is expected to close around February 6, 2026, subject to standard closing conditions. The biopharmaceutical company intends to use the net proceeds from the private placement to fund a Phase 2 trial for LB-102 as an adjunctive treatment for major depressive disorder and for working capital and general corporate purposes. Shares were up +5.6% at press time. More on LB Pharmaceuticals Inc Seeking Alpha’s Quant Rating on LB Pharmaceuticals Inc Historical earnings data for LB Pharmaceuticals Inc Financial information for LB Pharmaceuticals Inc
shapecharge/E+ via Getty Images As we navigate through the unpredictable market conditions, below is a list of the top 10 small-cap stocks with the highest dividend safety grade. The stocks are arranged according to their dividend safety grade and represent a variety of sectors, including asset management, real estate services, and various REITs. The list is topped by Acadian Asset Management ( AA...
shapecharge/E+ via Getty Images As we navigate through the unpredictable market conditions, below is a list of the top 10 small-cap stocks with the highest dividend safety grade. The stocks are arranged according to their dividend safety grade and represent a variety of sectors, including asset management, real estate services, and various REITs. The list is topped by Acadian Asset Management ( AAMI ), with a dividend safety grade of A+. Federal Agricultural Mortgage Corporation ( AGM ) and DiamondRock Hospitality ( DRH ) are next, with eXp World Holdings ( EXPI ) and Marcus & Millichap ( MMI ) rounding out the rest of the top five. All ten companies on the list have achieved the highest possible dividend safety grade of A+. The group includes diverse real estate and financial firms, from hotel REITs like Pebblebrook Hotel Trust ( PEB ) to asset managers like Virtus Investment Partners ( VRTS ). Dividend safety grade is a comprehensive rating that evaluates a company’s ability to sustain and protect its dividend payments over time. This grade goes beyond just looking at the current dividend yield—it analyzes multiple financial factors to assess whether a company can maintain its dividend through various market conditions. The grades are given on a scale from A+ to F, with A+ being the best. Any grade of B- or above is considered a Buy. A grade of D+ or below is considered a Sell. Here is the list: Acadian Asset Management ( AAMI ), Dividend safety grade: A+ Federal Agricultural Mortgage Corporation ( AGM ), Dividend safety grade: A+ DiamondRock Hospitality ( DRH ), Dividend safety grade: A+ eXp World Holdings ( EXPI ), Dividend safety grade: A+ Marcus & Millichap ( MMI ), Dividend safety grade: A+ NewLake Capital Partners ( NLCP ), Dividend safety grade: A+ Pebblebrook Hotel Trust ( PEB ), Dividend safety grade: A+ Peakstone Realty Trust ( PKST ), Dividend safety grade: A+ Interface ( TILE ), Dividend safety grade: A+ Virtus Investment Partners ( VRTS ), Dividend sa...
Image source: The Motley Fool. Thursday, February 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Thomas Farley Chief Financial Officer — David Bonanno Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS SS and O Revenue -- $54.6 million, up 284% year over year and surpassing prior guidance range. -- $54.6 million, up 284% year over year and ...
Image source: The Motley Fool. Thursday, February 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Thomas Farley Chief Financial Officer — David Bonanno Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS SS and O Revenue -- $54.6 million, up 284% year over year and surpassing prior guidance range. -- $54.6 million, up 284% year over year and surpassing prior guidance range. Adjusted EBITDA -- $44.5 million, representing a 55% increase from the previous quarter and a 181% increase year over year. -- $44.5 million, representing a 55% increase from the previous quarter and a 181% increase year over year. Adjusted Operating Expenses -- $48.1 million, flat sequentially and at the bottom of the company’s guidance. -- $48.1 million, flat sequentially and at the bottom of the company’s guidance. Adjusted Net Income -- $28.9 million for the fourth quarter and $38.8 million for the full year. -- $28.9 million for the fourth quarter and $38.8 million for the full year. Full-Year Adjusted Revenue -- $288.5 million, up approximately 35%; fourth quarter adjusted revenue reached $92.5 million, showing nearly 70% annual growth. -- $288.5 million, up approximately 35%; fourth quarter adjusted revenue reached $92.5 million, showing nearly 70% annual growth. Full-Year SS and O Revenue -- $157.7 million, representing nearly 160% annual growth. -- $157.7 million, representing nearly 160% annual growth. Record Margin -- Adjusted EBITDA margin reached 48% in the fourth quarter. -- Adjusted EBITDA margin reached 48% in the fourth quarter. Options Trading Launch -- Went live on October 29, achieving over $2 billion in open interest by quarter-end and exceeding $4 billion and a 29% volume share in January. -- Went live on October 29, achieving over $2 billion in open interest by quarter-end and exceeding $4 billion and a 29% volume share in January. Market Share -- Now the number two global Bitcoin options platform by open interest. -- ...
At Holdings Channel, we have reviewed the latest batch of the 22 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Microsoft Corporation (Symbol: MSFT) was held by 21 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...
At Holdings Channel, we have reviewed the latest batch of the 22 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Microsoft Corporation (Symbol: MSFT) was held by 21 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 MSFT positions, for this latest batch of 13F filers: In terms of shares owned, we count 7 of the above funds having increased existing MSFT positions from 03/31/2025 to 06/30/2025, with 12 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 MSFT share count in the aggregate among all of the funds which held MSFT at the 06/30/2025 reporting period (out of the 8,027 we looked at in total). We then compared that number to the sum total of MSFT shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for MSFT. We found that between these two periods, funds reduced their holdings by 28,661,496 shares in the aggregate, from 5,284,631,820 down to 5,255,970,324 for a share count decline of approximately -0.54%. The overall to...
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Applied Optoelectronics (AAOI) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Applied Optoelectronics is a member of the Co...
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Applied Optoelectronics (AAOI) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Applied Optoelectronics is a member of the Computer and Technology sector. This group includes 613 individual stocks and currently holds a Zacks Sector Rank of #4. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group. The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Applied Optoelectronics is currently sporting a Zacks Rank of #2 (Buy). Within the past quarter, the Zacks Consensus Estimate for AAOI's full-year earnings has moved 18.4% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving. Based on the latest available data, AAOI has gained about 14.5% so far this year. In comparison, Computer and Technology companies have returned an average of -1.7%. As we can see, Applied Optoelectronics is performing better than its sector in the calendar year. Apple (AAPL) is another Computer and Technology stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 1.7%. In Apple's case, the consensus EPS estimate for the current year increased 3.9% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Looking more specifically, Applied Optoelectronics belongs to the Electronics - Semiconductors industry, which includes 47 individual stocks and currently sits at #65 in the Zacks Industry Rank. Stocks in this group have lost abou...
At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 03/31/2025 reporting period, and noticed that iShares Trust - iShares Russell 1000 Value ETF (Symbol: IWD) was held by 11 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 filin...
At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 03/31/2025 reporting period, and noticed that iShares Trust - iShares Russell 1000 Value ETF (Symbol: IWD) was held by 11 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 IWD positions, for this latest batch of 13F filers: In terms of shares owned, we count 2 of the above funds having increased existing IWD positions from 12/31/2024 to 03/31/2025, with 3 having decreased their positions and 1 new position. Worth noting is that Fulton Breakefield Broenniman LLC, included in this recent batch of 13F filers, exited IWD common stock as of 03/31/2025. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IWD share count in the aggregate among all of the funds which held IWD at the 03/31/2025 reporting period (out of the 2,807 we looked at in total). We then compared that number to the sum total of IWD shares those same funds held back at the 12/31/2024 period, to see how the aggregate share count held by hedge funds has moved for IWD. We found that between these two periods, funds increase...
Key Takeaways Qualcomm shares tumbled Thursday after its outlook for the current quarter missed Wall Street's projections. The chipmaker said an ongoing memory chip shortage is expected to impact sales of smartphones, which it makes processors for. Qualcomm's stock is getting hammered amid worries about a worsening memory shortage. Shares of Qualcomm (QCOM) plunged over 9% in recent trading after ...
Key Takeaways Qualcomm shares tumbled Thursday after its outlook for the current quarter missed Wall Street's projections. The chipmaker said an ongoing memory chip shortage is expected to impact sales of smartphones, which it makes processors for. Qualcomm's stock is getting hammered amid worries about a worsening memory shortage. Shares of Qualcomm (QCOM) plunged over 9% in recent trading after the chipmaker gave a disappointing outlook for the current quarter, and pointed to a tightening supply of memory components that's impacting the smartphone market. Qualcomm, which makes processors that are used in smartphones, laptops, and cars, said it expects a weaker smartphone market in the short term as companies navigate a global memory shortage that's expected to drive phone and laptop prices higher. Why This Matters to Investors Booming demand for AI hardware, and moves by the largest memory makers to focus more of their sales on AI customers, is squeezing supply for consumer-focused devices like phones and computers. That's helped boost shares of memory makers such as Micron and Sandisk in recent months, and added pressure on companies that buy memory parts. For the second quarter, Qualcomm said it expects $10.2 billion to $11 billion in sales along with adjusted EPS of $2.45 to $2.65. Analysts surveyed by Visible Alpha had been looking for adjusted EPS of $2.88 on sales of $11.15 billion. Still, CEO Cristiano Amon said the company is encouraged by consumer demand for high-end smartphones, and that Qualcomm is on track to reach its long-term revenue goals. HSBC analysts said after the results that it is "difficult to forecast a potential bottom or recovery" for the smartphone market, as the memory shortage could remain a headwind through this year. The analysts kept their "hold" rating for Qualcomm shares and trimmed their price target to $150 from $170. JPMorgan analysts also cut their target, to $185 from $195. Qualcomm's fiscal first-quarter sales grew 5% year-o...
Hi, it’s Elffie Chew and Manuel Baigorri in Singapore and Hong Kong, where we’ve been chatting with bankers about some exciting multibillion-dollar deals in digital infrastructure as AI becomes omnipresent. Also today, HSBC eyes “eat-what-you-kill” model in investment banking. Today’s top stories Syngenta starts picking banks for supersize Hong Kong IPO. Elliott raises Toyota Industries stake in p...
Hi, it’s Elffie Chew and Manuel Baigorri in Singapore and Hong Kong, where we’ve been chatting with bankers about some exciting multibillion-dollar deals in digital infrastructure as AI becomes omnipresent. Also today, HSBC eyes “eat-what-you-kill” model in investment banking. Today’s top stories Syngenta starts picking banks for supersize Hong Kong IPO. Elliott raises Toyota Industries stake in push to block buyout. Barrick to spin off North American gold assets through IPO. KKR to acquire sports investor Arctos in $1.4 billion deal . HSBC to cull underperformers , some bankers face zero bonus. Data driven Digital infrastructure is on everyone’s lips in dealmaking these days as investors look to latch on to the artificial intelligence boom. While the new age of AI presents plenty of unknowns, there’s no doubt that the technology and what supports it—data centers, fiber networks , telecom towers and so on— are ripe for investment. Within that world, Asia is a significant player. “We’re seeing an explosion of data center deals globally, and particularly in Asia, given the need for infrastructure to support the growth in AI,” said Ho-Yin Lee, Asia co-head of technology and communications investment banking at Citigroup. “Global investors, particularly infra funds, are hungry to strike deals and buy assets, while strategics also want to benefit from the growth potential.” A KKR-led consortium including Singtel confirmed this week that it is buying data center operator STT GDC for $5.2 billion. Sovereign wealth funds GIC and Mubadala are keen to join as minority co-investors, we reported . The biggest transaction to date was Blackstone’s $16 billion-plus acquisition of Australia’s Airtrunk in 2024. Last year, Bain agreed to sell its data centers in China in a deal worth about $4 billion, and the US investment firm is now considering bringing in fresh backers for Singapore-based Bridge Data Centres. While this high tempo dealmaking has triggered talk of a bubble, particu...
Image source: The Motley Fool. Feb. 5, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer and President — Luca Savi Chief Financial Officer — Emmanuel Caprais Vice President, Investor Relations and FP&A — Carleen Salvage Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $1 billion in fiscal Q4 (period ended Dec. 31, 2025), representing 13% grow...
Image source: The Motley Fool. Feb. 5, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer and President — Luca Savi Chief Financial Officer — Emmanuel Caprais Vice President, Investor Relations and FP&A — Carleen Salvage Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $1 billion in fiscal Q4 (period ended Dec. 31, 2025), representing 13% growth, with 9% organic growth driven by higher volumes and pricing. -- $1 billion in fiscal Q4 (period ended Dec. 31, 2025), representing 13% growth, with 9% organic growth driven by higher volumes and pricing. EPS -- $1.85 in fiscal Q4, up 23%, or 26% when excluding the dilutive impact of the equity raise for the SPX Flow acquisition. -- $1.85 in fiscal Q4, up 23%, or 26% when excluding the dilutive impact of the equity raise for the SPX Flow acquisition. Operating Margin -- 18.4% in fiscal Q4, up 90 basis points, with margin expansion across all segments. -- 18.4% in fiscal Q4, up 90 basis points, with margin expansion across all segments. Free Cash Flow -- Over $550 million for fiscal 2025, up 27%, with free cash flow margin increasing 200 basis points to 14%. -- Over $550 million for fiscal 2025, up 27%, with free cash flow margin increasing 200 basis points to 14%. Orders -- Reached $1 billion in fiscal Q4 for the first time; fourth-quarter orders grew 15%, or 9% organically, led by 40% organic growth in CCT orders. -- Reached $1 billion in fiscal Q4 for the first time; fourth-quarter orders grew 15%, or 9% organically, led by 40% organic growth in CCT orders. Backlog -- Ended at $1.9 billion, up 18% year over year, supporting future revenue visibility. -- Ended at $1.9 billion, up 18% year over year, supporting future revenue visibility. Acquisition update -- The SPX Flow acquisition is targeted to close in March, with 2025 SPX Flow orders up in the mid-teens, backlog up in the high teens, and EBITDA margin described as in line with expectations. -- The SPX Flow acquisit...
"I have a need to move all the time, and being penned in in that way is very difficult for me as an adult. And it's near impossible for children and others."
"I have a need to move all the time, and being penned in in that way is very difficult for me as an adult. And it's near impossible for children and others."
Speaking in Dáil Éireann (lower house of parliament) on Thursday afternoon, Justice Minister Jim O'Callaghan said his thoughts were with the family of the person who had been killed.
Speaking in Dáil Éireann (lower house of parliament) on Thursday afternoon, Justice Minister Jim O'Callaghan said his thoughts were with the family of the person who had been killed.
Labour MP Rachael Maskell, who has been a thorn in Sir Keir's side over welfare cuts, has said she thinks his position as prime minister is "untenable" and it is "inevitable" that he will have will have to stand down.
Labour MP Rachael Maskell, who has been a thorn in Sir Keir's side over welfare cuts, has said she thinks his position as prime minister is "untenable" and it is "inevitable" that he will have will have to stand down.
As of February 5, 2026, the semiconductor industry is no longer defined by a single dominant player, but by a fierce race for "compute supremacy." At the heart of this shift stands Advanced Micro Devices (NASDAQ: AMD), a company that has successfully navigated a decade-long metamorphosis. Once relegated to the role of a secondary, budget-friendly alternative to industry giants, AMD has emerged as ...
As of February 5, 2026, the semiconductor industry is no longer defined by a single dominant player, but by a fierce race for "compute supremacy." At the heart of this shift stands Advanced Micro Devices (NASDAQ: AMD), a company that has successfully navigated a decade-long metamorphosis. Once relegated to the role of a secondary, budget-friendly alternative to industry giants, AMD has emerged as a primary architect of the artificial intelligence (AI) era. Today, the company is in focus not just for its resilient CPU market share gains, but for its role as the most formidable challenger to the global AI accelerator monopoly. With a market capitalization that reflects its newfound status as a data center titan, AMD finds itself at a critical juncture where its annual AI hardware release cadence and strategic acquisitions are redefining the boundaries of silicon innovation. Historical Background Founded in 1969 by Jerry Sanders and a group of Fairchild Semiconductor alumni, AMD’s early history was characterized by its status as a "second-source" manufacturer for Intel’s designs. For decades, the company survived on the fringes, occasionally striking gold with the Athlon 64 in the early 2000s before falling into a period of near-bankruptcy following the lackluster "Bulldozer" architecture era. The modern AMD narrative began in 2014 with the appointment of Dr. Lisa Su as CEO. Su initiated a radical "high-performance first" strategy, abandoning the pursuit of low-margin mobile chips to focus on the modular "Zen" microarchitecture. This "chiplet" design philosophy allowed AMD to scale performance more efficiently than its competitors. By 2017, the launch of the first Ryzen and EPYC processors signaled a historic turnaround, ending a decade of Intel dominance and setting the stage for the company’s current expansion into AI. Business Model AMD operates a sophisticated fabless business model, focusing on design and architecture while outsourcing manufacturing to specialized...
As of February 5, 2026, the semiconductor industry is no longer defined by a single dominant player, but by a fierce race for "compute supremacy." At the heart of this shift stands Advanced Micro Devices (NASDAQ: AMD), a company that has successfully navigated a decade-long metamorphosis. Once relegated to the role of a secondary, budget-friendly alternative to industry giants, AMD has emerged as ...
As of February 5, 2026, the semiconductor industry is no longer defined by a single dominant player, but by a fierce race for "compute supremacy." At the heart of this shift stands Advanced Micro Devices (NASDAQ: AMD), a company that has successfully navigated a decade-long metamorphosis. Once relegated to the role of a secondary, budget-friendly alternative to industry giants, AMD has emerged as a primary architect of the artificial intelligence (AI) era. Today, the company is in focus not just for its resilient CPU market share gains, but for its role as the most formidable challenger to the global AI accelerator monopoly. With a market capitalization that reflects its newfound status as a data center titan, AMD finds itself at a critical juncture where its annual AI hardware release cadence and strategic acquisitions are redefining the boundaries of silicon innovation. Historical Background Founded in 1969 by Jerry Sanders and a group of Fairchild Semiconductor alumni, AMD’s early history was characterized by its status as a "second-source" manufacturer for Intel’s designs. For decades, the company survived on the fringes, occasionally striking gold with the Athlon 64 in the early 2000s before falling into a period of near-bankruptcy following the lackluster "Bulldozer" architecture era. The modern AMD narrative began in 2014 with the appointment of Dr. Lisa Su as CEO. Su initiated a radical "high-performance first" strategy, abandoning the pursuit of low-margin mobile chips to focus on the modular "Zen" microarchitecture. This "chiplet" design philosophy allowed AMD to scale performance more efficiently than its competitors. By 2017, the launch of the first Ryzen and EPYC processors signaled a historic turnaround, ending a decade of Intel dominance and setting the stage for the company’s current expansion into AI. Business Model AMD operates a sophisticated fabless business model, focusing on design and architecture while outsourcing manufacturing to specialized...
'We are ready to talk': US news anchor Savannah Guthrie pleads for return of her abducted mother "She is without any medicine. She needs it to survive," says the NBC host about missing 84-year-old Nancy Guthrie.
'We are ready to talk': US news anchor Savannah Guthrie pleads for return of her abducted mother "She is without any medicine. She needs it to survive," says the NBC host about missing 84-year-old Nancy Guthrie.
In this article HIMS NVO LLY Follow your favorite stocks CREATE FREE ACCOUNT Weight-loss drugmakers Eli Lilly and Novo Nordisk fell after telehealth company Hims & Hers announced Thursday it will offer a copy of the newly launched Wegovy pill for $49, far less than the $149 Novo sells the branded pill for. Copenhagen-listed shares of Novo dropped 7% on the news, while Eli Lilly stock fell 6.1% sho...
In this article HIMS NVO LLY Follow your favorite stocks CREATE FREE ACCOUNT Weight-loss drugmakers Eli Lilly and Novo Nordisk fell after telehealth company Hims & Hers announced Thursday it will offer a copy of the newly launched Wegovy pill for $49, far less than the $149 Novo sells the branded pill for. Copenhagen-listed shares of Novo dropped 7% on the news, while Eli Lilly stock fell 6.1% shortly after the opening bell. Hims & Hers stock soared 10%. Novo launched the Wegovy pill in the U.S. early January and CEO Mike Doustdar told CNBC on Wednesday that 170,000 people were already taking the medication . Hims & Hers had previously been offering compounded semaglutide, the active ingredient in Novo's blockbuster drugs Ozempic and Wegovy, in an injectable format, and is now extending the offering to include the oral version. Even though semaglutide's patent is protected in the U.S. until 2032, Hims says that itscopies are "personalized," and therefore legal. "This compounded product uses a different formulation and delivery system than FDA-approved oral semaglutide," the company said in the announcement. "This once-a-day pill has the same active ingredient as Wegovy and empowers providers to tailor treatment plans specifically for those who prefer to avoid needles or need smaller doses to help to balance side-effects." Lilly doesn't yet have an oral option on the market but is expected to launch a rival pill in the first half of this year, pending Food and Drug Administration approval. CNBC couldn't immediately reach Novo Nordisk for a comment. This is a breaking story. Please refresh for updates.