Time to chat about: Nvidia 's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints. 's $2 billion investment into and how AI infrastructure is colliding with physical constraints. How restaurant tech is pushing the limits on throughput. A rare-earth deal between private companies and the U.S. government highlighting issues of national security. To c...
Time to chat about: Nvidia 's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints. 's $2 billion investment into and how AI infrastructure is colliding with physical constraints. How restaurant tech is pushing the limits on throughput. A rare-earth deal between private companies and the U.S. government highlighting issues of national security. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » A full transcript is below. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $431,111!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,521!* Now, it’s worth noting Stock Advisor’s total average return is 906% — a market-crushing outperformance compared to 195% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 4, 2026. This podcast was recorded on Jan. 27, 2026. Emily Flippen: The edge in the stock market may be increasingly going to the companies that own the operating layer, not the brand. We're reflecting on three examples of this today on Motley Fool Money. Today is Tuesday, January 27th. Welcome to Molly Fool Money. I'm yo...
运动品牌掌舵人的位置，越来越不好坐了。 回看过去一年，运动品牌高管层震荡不断。在公司CEO层面，先是迪卡侬首位女性CEO Barbara Martin Coppola提前卸任，又有彪马CEO Arne Freundt突然离职，临近年底，用7年时间缔造了lululemon业绩飞升的Calvin McDonald也官宣离去。 值得注意的是，如果把时间拉长到过去三年，阿迪达斯、耐克和lululemon相...
运动品牌掌舵人的位置，越来越不好坐了。 回看过去一年，运动品牌高管层震荡不断。在公司CEO层面，先是迪卡侬首位女性CEO Barbara Martin Coppola提前卸任，又有彪马CEO Arne Freundt突然离职，临近年底，用7年时间缔造了lululemon业绩飞升的Calvin McDonald也官宣离去。 值得注意的是，如果把时间拉长到过去三年，阿迪达斯、耐克和lululemon相继更换CEO，这意味着国际运动品牌层面的市值前三名，已经全部完成换血。 总部高管的换血意味着品牌战略方向的调整，而这轮调整同样波及到了中国市场。在2024年更换CEO的耐克和安德玛，其大中华区/中国区负责人位置上都迎来了新面孔。不仅如此，同在「安踏宇宙」下的亚玛芬和FILA，也都在去年更换了新的大中华区负责人。 当消费市场的发展不同往昔，越来越多的品牌站上了转型的十字路口，高管变动成了窥探行业脉搏的镜子。 换帅只是开始。背后的信号和未来的路，更加需要我们去探索。 10则高管变动，释放出3个行业信号 要摸清行业发展的脉搏，我们还是先来看看一线品牌们的动作。在过去一年的高管变动中，我们挑选出最值得关注的10则动态，涵盖了8个话题不断的行业巨头和明星公司。 对于不同的品牌而言，高管调动的原因也不尽相同，但结合品牌所处的境地，我们可以得出三个关键词：救火，掉头和缺人。 「业绩不佳，换人救火」的解决方案，无论在哪个行业都很常用。 在运动品牌市场里，巨头的蛋糕被新兴品牌蚕食，已经不是什么耸人听闻的新消息。但量变终会引发质变，当越来越多的小众垂直品牌涌入市场，重塑消费者对于审美和体验的认知，巨头们也被推到了不得不行动的时候。 迪卡侬、彪马、lululemon这三个在去年直接换掉CEO的公司，在此之前都曾经历过品牌业务的大调整，竭力走出泥潭：一个希望撕掉「便宜大碗」的标签，走向专业化，甚至高端化；一个边加速在新兴赛事的投入，边深化与明星之间的代言合作，双轨并行抢占市场；一个则快速扩张业务品类，从Super Girl专属走向大众运动和休闲市场。可惜的是，从结果就能看出，在财务层面的扭转效果并不明显。 而更早暴露出问题的耐克和安德玛，已经率先更换了CEO，在新的市场策略转型推动下，品牌核心高管团队多多少少都有调整。其中，贺雁峰（Elliott Hill）上台后对于耐克内部的业务划分逻辑和团队构...
亞洲利曼賽 港將區天駿摘一亞一季 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港賽車手區天駿在亞洲利曼系列賽連續兩站上頒獎台。 在迪拜連鬥兩回合，每場4小時，香港的區天駿夥拍荷蘭及奧地利隊友出戰GT組賽事，首...
亞洲利曼賽 港將區天駿摘一亞一季 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港賽車手區天駿在亞洲利曼系列賽連續兩站上頒獎台。 在迪拜連鬥兩回合，每場4小時，香港的區天駿夥拍荷蘭及奧地利隊友出戰GT組賽事，首場第13位起步下取得亞軍，第二場第10名出發，取得季軍，賽後以51分在車手榜連升兩位至第二。今季壓軸的阿布扎比站將於周六展開。
Earnings Call Insights: Alphabet Inc. (GOOGL) Q4 2025 Management View Sundar Pichai, CEO & Director, highlighted a "tremendous quarter for Alphabet," noting the launch of Gemini 3 and surpassing $400 billion in annual revenue for the first time. Search revenue grew 17%, YouTube annual revenue exceeded $60 billion, and Cloud revenue accelerated 48% to an annual run rate of over $70 billion. Gemini ...
Earnings Call Insights: Alphabet Inc. (GOOGL) Q4 2025 Management View Sundar Pichai, CEO & Director, highlighted a "tremendous quarter for Alphabet," noting the launch of Gemini 3 and surpassing $400 billion in annual revenue for the first time. Search revenue grew 17%, YouTube annual revenue exceeded $60 billion, and Cloud revenue accelerated 48% to an annual run rate of over $70 billion. Gemini 3 Pro was described as achieving "the fastest adoption of any model in our history." Pichai also revealed the intent to acquire Intersect for data center and energy infrastructure solutions and announced anticipated 2026 CapEx investments between $175 billion and $185 billion to meet AI-driven demand. Pichai cited a rapidly growing cloud backlog, now $240 billion, and over 325 million paid subscriptions across Alphabet’s consumer services. He emphasized the milestone of selling more than 8 million paid seats of Gemini Enterprise in 4 months and noted the Gemini app now has over 750 million monthly active users. Pichai detailed AI integration across products, including advancements in Search, AI-powered shopping protocols, and partnerships such as Apple selecting Google as its preferred cloud provider to develop the next generation of Apple Foundation Models based on Gemini. Philipp Schindler, Senior Vice President & Chief Business Officer of Google, stated, “Google Services revenues were $96 billion for the quarter, up 14% year-on-year, primarily driven by accelerated growth in search.” He highlighted that Gemini models have “significantly improved our ability to systematically deliver more helpful high-quality ads, contributing to a meaningful reduction in irrelevant ads served.” Anat Ashkenazi, Senior VP & CFO, reported, “For the full year 2025, Alphabet consolidated revenues were $403 billion, up 15% on a reported and constant currency basis.” She added, “Consolidated revenues reached $113.8 billion, up 18%...driven by an acceleration in Search and Cloud revenues.” Outlo...
Key Points Tesla expects the rollout of its autonomous ride-sharing service will make significant progress in 2026. The company plans to start production of a humanoid robot later this year. To support its growth initiatives, Tesla expects a more than doubling of its capital expenditures in 2026. These 10 stocks could mint the next wave of millionaires › With electric-car maker Tesla (NASDAQ: TSLA...
Key Points Tesla expects the rollout of its autonomous ride-sharing service will make significant progress in 2026. The company plans to start production of a humanoid robot later this year. To support its growth initiatives, Tesla expects a more than doubling of its capital expenditures in 2026. These 10 stocks could mint the next wave of millionaires › With electric-car maker Tesla (NASDAQ: TSLA) launching its Robotaxi ride-sharing service in 2025 and with management expecting to begin production of its Optimus humanoid robot this year, it's a great time to buy shares of the growth stock, right? After all, hasn't the stock's 9% year-to-date pullback created a timely buying opportunity? Not necessarily. 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 » While Tesla's ambitious plans for the future are admirable, that doesn't automatically make the stock a buy. Underneath the surface, the company is facing some issues that investors should be aware of. Not only did Tesla's vehicle sales struggle in 2025, but profits are moving in the wrong direction. Even more, profits could remain underwhelming in 2026 as the company ramps up spending on growth initiatives. As investors weigh Tesla's mix of bold plans with its near-term challenges, I'd encourage investors to give heavy weight to these near-term challenges and risks. Why? The stock's valuation demands it. Big ambitions You don't have to look far for evidence of Tesla's big ambitions. The company's bold growth initiative that has been in the spotlight the most recently is its autonomous ride-sharing service, called Robotaxi. Powered by its own vehicles, Tesla believes that once the service is in full swing, its owners will be able to check their vehicles in and out of the Robotaxi fleet's inventory, similar to how homeowners can list their homes on home-sharing platforms like Airbnb. Tesla executives...
10'000 Hours/DigitalVision via Getty Images Flexsteel Industries ( FLXS ) reported strong fiscal Q2 results from the October-December period. The furniture manufacturer’s results have remained highly impressive in a turbulent industry environment, not showing a slowdown despite tariffs and weak demand. I believe that the results underline a strong investment case, as Flexsteel’s stock valuation st...
10'000 Hours/DigitalVision via Getty Images Flexsteel Industries ( FLXS ) reported strong fiscal Q2 results from the October-December period. The furniture manufacturer’s results have remained highly impressive in a turbulent industry environment, not showing a slowdown despite tariffs and weak demand. I believe that the results underline a strong investment case, as Flexsteel’s stock valuation still doesn’t reflect the company’s earnings resilience. Tariff changes weigh on Flexsteel, but not enough to mitigate the bullish thesis. I maintained a Buy rating in my previous August 2025 article on the stock, titled “Flexsteel Q4: Impressive Earnings, But Note Peso Tailwind.” The stock has since lost -2% of its value, losing to the S&P 500’s 8% gain. My Rating History on FLXS (Seeking Alpha) Setting the Scene: The Furnishings Industry’s Weakness Continues The industry backdrop was challenging for Flexsteel in the late-2025 quarter. Industry-wide U.S. furniture sales slumped to a -1.4% decline for the latest published November data, slowing from some previous gains in early 2025. The industry’s absolute sales level remains subdued, reflecting housing sales below the long-term trend line, pricing pressure from tariffs on furniture, and general consumer uncertainty . U.S. New Home Sales ( Trading Economics ) Peer results clearly reflect industry weakness. Ethan Allen ( ETD ) last reported a -4.7% year-on-year sales decline, and Lovesac ( LOVE ) reported subdued 0.2% growth . I covered Hooker Furnishings’ ( HOFT ) sharp weakness in a December article . Flexsteel also notes the industry environment to have remained “highly dynamic” in the Q2 report . The furniture industry’s demand is highly dependent on housing sales, weakening recovery prospects for now. While mortgage rates have moderated somewhat, with the 30-year rate at 6.1% as of writing, down by 1.7 percentage points from the peak, the rate remains high compared to the longer-term average. Housing affordability has im...
The work of strengthening social cohesion begins with a commitment to responsible language and civility that goes beyond legislation Get our breaking news email , free app or daily news podcast As I travel the world, I am reminded again and again that the health of a society is revealed not only in its laws or its institutions but in the way its people speak to, and about, one another. My father t...
The work of strengthening social cohesion begins with a commitment to responsible language and civility that goes beyond legislation Get our breaking news email , free app or daily news podcast As I travel the world, I am reminded again and again that the health of a society is revealed not only in its laws or its institutions but in the way its people speak to, and about, one another. My father taught that nonviolence begins with language and the discipline to choose words that uplift rather than degrade, that clarify rather than distort and that build community rather than fracture it. Last month in the United States, we marked the holiday that bears his name at a time when our own social cohesion is under immense strain. The rhetoric of public life has grown sharper, more cynical and more divisive. Too often, we speak as if our neighbours are adversaries rather than fellow citizens. But this erosion of respect is not unique to America. It is a global challenge and Australia is not exempt. Continue reading...