tum3123/iStock via Getty Images Portfolio Review Emerging markets (EM) equities outperformed in the fourth quarter, and across 2025. EM stocks outgained U.S., global and developed markets equities for the first calendar year since 2017. Strong technology-related performance supported gains early in the period, as did renewed investor optimism around global monetary policy toward the end, outweighing a November pullback around concerns of a potential artificial intelligence (AI) bubble. Asia ex-China remained the primary growth engine. South Korea and Taiwan helped lead EM as semiconductor names and other technology-related stocks benefited from robust AI spending and demand. A U.S. trade deal helped lift South Korean stocks, while demand for iPhone products helped drive gains in Taiwan. Positioning in information technology drove outperformance. Stock selection, especially in the electronic equipment, instruments and components industry, powered relative gains. SK Hynix was a top overall contributor. Zhongji InnoLight, which makes optical communication modules and devices, advanced sharply as strong demand in 5G infrastructure and cloud computing fueled revenue growth, boosted by the firm's international expansion. Consumer staples was also a source of added value. A beneficial sector underweight to consumer staples stocks relative to the benchmark contributed to results, largely due to stocks we did not own. Stock selection in the financials sector weighed on returns. Hong Kong Exchanges & Clearing, Greece-based Piraeus Financial Holdings and Taiwan-based E.Sun Financial Holding were among the key relative detractors. E.Sun's shares pulled back amid a broader investor rotation in the Taiwanese market, from financials toward AI-related names. Key Contributors SK Hynix ( HXSC.F ). Shares rose as demand for artificial intelligence (AI)-related memory remained high amid the generative-AI boom and surging data center investment. Quarterly results were robust, overwhelmi...

Dr. Robin Zeng, Chairman and CEO of CATL, delivered a speech about the future of energy at the World Laureate Summit and the World Governments Summit in Dubai, the UAE on Feb. 3. Full text below:

格隆汇2月5日｜据联合声明，贸易倡议可能包括协调一致的贸易政策、价格下限、基于标准的市场、价格差额补贴或购货协议等。

mustafaU Despite Bitcoin’s ( BTC-USD ) sharp drop, the cryptocurrency remains about 370% higher than in early 2023 and might be moving from being a purely speculative asset to a more realistic reality, according to Marion Laboure, senior macro strategist at Deutsche Bank. “Bitcoin’s ( BTC-USD ) recent path signals the end of what we’ve called the ‘Tinkerbell Effect’ phase,” she wrote in a note. Bitcoin is still about 370% higher than in early 2023 (Deutsche Bank Research, Bloomberg Finance LP) Bitcoin ( BTC-USD ) plummeted to approximately $73,500 on Wednesday, marking a staggering 40% decline from its October peak of $125,000—and it is currently -3.1% on the day. The recent four-day slide was triggered by news that President Trump would nominate Kevin Warsh as the next Fed Chair. Warsh is known for supporting higher real interest rates and a smaller balance sheet, which caused Bitcoin ( BTC-USD ) to fall 5.5% on Jan. 29 before registering its largest daily decline of 7.1% on Jan. 31—the steepest since January 2018. Laboure noted the sell-off “reflects a retreat from highly speculative gains over the past two years, suggesting it still has room to mature.” Institutional investors are rapidly retreating from the cryptocurrency, with massive withdrawals from Bitcoin ETFs driving the broader decline. U.S. spot bitcoin ETFs witnessed outflows of over $3B in January, approximately $2B in December, and roughly $7B in November 2025. “This steady selling in our view signals that traditional investors are losing interest, and overall pessimism about crypto is growing,” Laboure wrote, adding that U.S. consumer crypto adoption has dropped from 17% in July 2025 to around 12%. Bitcoin’s ( BTC-USD ) performance has sharply diverged from gold ( XAUUSD:CUR ), which rose 13% in January while Bitcoin fell 11%, effectively ending its reputation as “digital gold,” according to the Deutsche Bank strategist. Gold ( XAUUSD:CUR ) registered a 65% return in 2025 while Bitcoin ( BTC-USD ) fe...

DoraDalton/E+ via Getty Images It's fair to say that Algonquin Power ( AQN ) is far from the safest Utility pick. That being said, my coverage of the company, especially the recent one, has been mostly successful in terms of returns. Since my last article in November, the company is up almost 6% next to a market not up 1.6%. You can find that particular article here. What I will do in this one is look at the potential appeal for the company for 2026E, and see if you can or should invest in it, in line with my previous targets and expectations. If you've followed my articles on most utility updates recently, including companies like Enel ( ENLAY ), you'll know that I'm generally not positive on the sector any longer. The reason for this neutral or sometimes bearish view on the sector and most of the companies is actually due to AI. I believe that capital has been moving into this sector at a worrying pace that has entirely disconnected the sector from its typical low-risk, conservative valuation appeal. Data center growth means more power demand, and in the eyes of most investors, this will obviously have to come from utilities (a correct estimate as well). My problem with this thesis is that it continues to expect a massive data center and AI boom, and if you follow my work, you know that I'm more bearish on this. This doesn't mean that all utility businesses are overvalued - but it does mean that the general rule in the sector is overvaluation. I believe investors and analysts valuing these companies at on average higher multiples are making a grave error. To put it as succinctly and generally as I can, investors are betting on the long-term potential growth of utility income for their data center appeal. What they are doing, however, is not considering the expenses, maintenance or other requirements to "get there" in terms of infrastructure and grid. I say that there's a reason these companies are very low growth, traditionally. You have a hard time significantly ...

格隆汇2月5日｜据先和声明，美国和欧盟将确定并支持有关采矿、回收、加工和精炼方面的项目。

The investment has been extremely lucrative in recent years, but many investors shouldn't make an effort to buy shares of the chipmaker. Nvidia (NVDA 4.23%) has been one the biggest success stories in the stock market. After having spent the first 20 years of its existence as a publicly traded company producing solid but not necessarily remarkable gains, the graphics processing unit pioneer finally hit its stride as the dual trends of blockchain technology and artificial intelligence powered demand of its chips. Now, Nvidia is the world's biggest company by market capitalization, and many investors believe the best is yet to come. In this series on Nvidia for the Voyager Portfolio, you've already learned about the history behind the chipmaker and the financial success it has generated in recent years. Today, this final installment in the three-part series looks at Nvidia's growth plans and concludes with an explanation of why many investors don't need to worry about purchasing shares of the stock. The buildout of AI infrastructure continues Nvidia has benefited greatly from voracious demand among hyperscalers and other tech first-adopters. These customers have done whatever it takes to obtain Nvidia chips, and the result has been huge gains in sales and profits for the chipmaker. The question, though, is whether those trends will continue. Nvidia definitely believes so, as it points to three key platform shifts that look likely to provide ongoing demand for years to come. Accelerated computing has become a staple of the tech industry, with those who fail to make aggressive capital expenditures to get it risking falling behind their peers. Second, increasingly powerful AI models require more and more computing power, and Nvidia remains the primary source of the most effective semiconductors to power those models. And finally, agentic AI applications represent the next stage of AI evolution, as users voluntarily choose to give up their oversight role and turn over ful...

格隆汇2月5日｜美国贸易代表办公室（USTR）：美墨双方将在未来60日内就关键矿产进口实施边境调整价格下限进行磋商。

Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 11 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Dion Stander Senior Vice President and Chief Financial Officer — Gregory S. Lovins Vice President of Investor Relations — William Gilchrist TAKEAWAYS Adjusted EPS -- $9.53 for the full year, with Q4 adjusted EPS at $2.45, up 3% year over year. -- $9.53 for the full year, with Q4 adjusted EPS at $2.45, up 3% year over year. Adjusted Free Cash Flow -- $700 million for the year, with Q4 contributing $300 million and free cash flow conversion above 100%. -- $700 million for the year, with Q4 contributing $300 million and free cash flow conversion above 100%. Net Debt to Adjusted EBITDA Ratio -- 2.4 at year-end, indicating maintenance of balance sheet strength. -- 2.4 at year-end, indicating maintenance of balance sheet strength. Shareholder Returns -- $860 million returned in 2025, comprised of $572 million in buybacks and $288 million in dividends. -- $860 million returned in 2025, comprised of $572 million in buybacks and $288 million in dividends. Adjusted EBITDA Margin (Enterprise Q4) -- 16.2%, slightly down sequentially; full-year margin reported at 16.4%. -- 16.2%, slightly down sequentially; full-year margin reported at 16.4%. Reported Sales Growth (Q4) -- 3.9%, reflecting 1.5 points from the calendar shift and 1 point from the Taylor Adhesives acquisition. -- 3.9%, reflecting 1.5 points from the calendar shift and 1 point from the Taylor Adhesives acquisition. Organic Sales Growth (Q4) -- Comparable to prior year, with volume gains offset by deflation-related price reductions. -- Comparable to prior year, with volume gains offset by deflation-related price reductions. Materials Group Reported Sales (Q4) -- 5% increase; however, organic sales declined approximately 1% as price reductions outweighed volume/mix gains. -- 5% increase; however, organic sales declined approximately 1% as price reductions outweighed volume/mix gains. Materials ...

北京时间2月5日凌晨，美股周三午盘涨跌不一。纳指下跌320点， AMD 重挫逾16%。最新劳动力市场数据显示美国1月ADP私营企业就业人数仅增加2.2万，远远低于市场预期。 道指跌303.59点，跌幅为0.62%，报49544.58点；纳指跌321.40点，跌幅为1.38%，报22933.79点；标普500指数跌28.68点，跌幅为0.41%，报6889.13点。 科技股再遭抛售。AMD股价大跌，此前该公司公布的第一季度业绩展望未达部分分析师预期。受AMD业绩影响，博通和 美光 科技等芯片板块的其他个股亦同步下跌。 墨式烧烤（Chipotle）股价同样承压，此前这家连锁餐厅报告客流量连续第四个季度下滑，并预计2026年同店销售额增长将持平。 诺和诺德 股价下跌，这家制药商周二晚间预先发布2026年预测时表示近期不会出现复苏。该公司CEO Mike Doustdar预计业绩还会下降，之后才有可能回升。 同时，ADP周三发布了1月私营部门就业增长月度数据，显示当月仅增加2.2万个岗位。这低于 道琼斯 调查经济学家预测的4.5万增幅。 这份数据显示1月美国劳动力市场仍然延续几乎停滞不前 “低招低裁”局面。 美国 自动数据处理公司 ADP周三发布的报告显示，1月美国劳动力市场几乎停滞不前，新增就业人数甚至低于已经相当温和的市场预期。 数据显示，私营部门1月仅新增2.2万个岗位。如果不是教育与医疗服务行业意外增加7.4万个岗位，整体就业将出现负增长。该结果不仅低于12月经下修后的3.7万个新增岗位，也明显不及道琼斯调查所预期的4.5万个。 这份报告意味着，2026年的开局基本延续了2025年的状态：招聘乏力、裁员不多的“低招低裁”就业环境。这种局面恐怕难以缓解美联储政策制定者对经济仍需更多支持的担忧。 该数据通常先于劳工统计局非农就业报告发布。但由于政府部分停摆，美国劳工统计局将2026年1月的《就业形势报告》推迟至2月11日公布，原计划为本周五（2026年2月6日）。 市场此前预期1月非农就业报告将显示就业人数增加5.5万人，失业率持稳于4.4%。 美国劳工统计局还将1月消费者价格指数（CPI）报告的发布时间调整至美东时间2月13日上午8：30。 周二美股收跌，主要原因是投资者撤离高风险成长股并转向 沃尔玛 等周期股。当天标普500指数下跌约0.8%，纳指下跌1.4%。道指...

文章提及标的 微软 -- 谷歌 -- 微软（MSFT）任命谷歌（GOOG）的海耶特.加洛(Hayete Gallot)为新任安全主管。(财联社)

Top-end tickets for the inaugural Nations Championship final at Twickenham will cost £280 as part of a weekend billed as the “Glastonbury of Rugby”, the Guardian can reveal. The climax of the new 12-team competition, which will be held every two years and replaces traditional tours, will be held at Twickenham at the end of November with two matches on Friday, two on Saturday and two on Sunday. The six Tests pit the sixth-place finisher in the northern hemisphere pool against the sixth in the southern hemisphere pool, the fifth against the fifth and so on, culminating in the first against the first. Friday will host the 6 v 6 and 3 v 3 fixtures, Saturday the 5 v 5 and 2 v 2 matches and Sunday the 4 v 4 and 1 v 1 finals. Spectators will be “buying blind” because it is unlikely the identity of the teams contesting the finals will be known until the weekend before, with results from three July Tests and three regular fixtures in November determining the standings. Still, the most expensive tickets to watch the 4 v 4 and 1 v 1 finals will stretch to £279.90. That allows supporters to watch two matches but it is in effect the top price for the final because tickets cannot be bought for a single match. Those buying tickets for multiple days will receive a discount, however, and it is understood that there will be a resale market for spectators to effectively “swap” tickets if their teams are playing on different days. While the matches take place at Twickenham, prices are set by the Six Nations organisers and Sanzaar who run the Nations Championship as a joint venture. The cheapest standard tickets for the day of the final are £125, £100 for the Saturday and £60 for the Friday. All junior tickets for finals day cost £50 and just £20 for the Friday. Well-placed sources believe their pricing strategy caters for all types of spectators, compares well with other major sporting and music events and that the Nations Championship showcases elite teams at cheaper prices than the 2...

Kevin Dietsch/Getty Images News Palantir ( PLTR ) is the king of software. The company is delivering growth rates seemingly 10x that of many peers in my coverage while also threatening to take the title of the most profitable software company on the planet. Yet with the stock also trading at 10x the valuation of peers, that optimism has arguably already been more than fully priced in. The markets can forget about valuations for significant periods of time, but in my experience, valuation always matters in the long run. I reiterate my strong sell rating for the stock. PLTR Stock Price I last covered PLTR in November , where I reiterated my strong sell rating amidst some high-profile investors joining the bearish view. The stock initially sold off but has since recovered those losses. Data by YCharts The company has a habit of delivering incredible results, but I remain skeptical that valuations will work out from here, or even much lower. PLTR Stock Key Metrics PLTR is an enterprise software company that can be thought of as a sort of operating system that customers use in order to make their data useful for generative AI use cases. 2025 Q4 Presentation Long before generative AI became “cool,” PLTR recognized the hidden demand behind harnessing the power of data. PLTR has popularized the forward-deployed software engineer model, which essentially involves the company investing significant time and resources to help its customers build on PLTR’s products for a more personalized solution. Most other enterprise software companies instead tend to sell a one-size-fits-all kind of product, with customers bearing the responsibility of customization. PLTR’s approach appears to be paying dividends, with every successful case study helping to boost the company’s brand recognition (and leading to more growth). 2025 Q4 Presentation At least that’s the narrative I tell myself as I look at the company’s numbers. In the most recent quarter, the company delivered 70% YoY growth to $...

Palantir: 10x Growth Comes With 10x Risk (NASDAQ:PLTR) Seeking Alpha

Authorities in Arizona have still not identified a suspect in the investigation surrounding the apparent abduction of Nancy Guthrie, the elderly mother of Today show host Savannah Guthrie. In a statement posted on X, the Pima county sheriff’s department said that detectives are continuing to speak with anyone who may have been in contact with Nancy Guthrie and are working with the Guthrie family. “At this point, investigators have not identified a suspect or person of interest in this case,” the department wrote. “Detectives continue to speak with anyone who may have had contact with Mrs Guthrie.” The statement added: “While we appreciate the public’s concern, the sharing of unverified accusations or false information is irresponsible and does not assist the investigation.” Nancy Guthrie, 84, was reported missing on Sunday after a family member received a call from a member of her church saying that she wasn’t there. After searching for Guthrie at her home near Tucson, her family members reported her missing to local authorities. She is believed to have been last seen around 9.30pm on Saturday night. On Monday evening, Savannah Guthrie posted on Instagram asking people to pray for her mother’s safe return. “Thank you for lifting your prayers with ours for our beloved mom, our dearest Nancy, a woman of deep conviction, a good and faithful servant,” she wrote. “Raise your prayers with us and believe with us that she will be lifted by them in this very moment. We need you.” Arizona law enforcement previously said they believe that Guthrie was taken from her home against her will. “She is very limited in her mobility, we know she didn’t just walk out of there, that we know,” Chris Nanos, the Pima county sheriff, said. “There were other things at the scene that indicate that she did not leave on her own.” According to the Los Angeles Times, citing two law enforcement sources, there were signs of forced entry and blood found at the residence in the Catalina Foothills area...

Advanced Micro Devices AMD reported fourth-quarter 2025 non-GAAP earnings of $1.53 per share, which beat the Zacks Consensus Estimate by 16.18%. The figure jumped 40.4% year over year and 27.5% sequentially. Revenues of $10.27 billion beat the Zacks Consensus Estimate by 6.24%. The topline increased 34.1% year over year and 11.1% sequentially. AMD shares were down roughly 7.57% at the time of writing this article. AMD’s Q4 Topline Rides on Data Center Growth Data Center revenues increased 39.4% year over year to $5.38 billion and accounted for 52.4% of total revenues. Sequentially, revenues climbed 23.9% year over year. Strong demand for fifth-gen EPYC processors and Instinct MI350 series GPUs drove top-line growth. Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. price-consensus-eps-surprise-chart | Advanced Micro Devices, Inc. Quote Hyperscalers launched more than 230 EPYC-powered instances in the reported quarter, including new Turin offerings from Google, Microsoft Azure, Alibaba and others. More than 1,600 public EPYC cloud instances are now available globally, up roughly 50% year over year. AMD Sees Soaring Growth in the Client and Gaming Segments The Client segment’s revenues soared 33.9% year over year to $3.09 billion and accounted for 30.2% of total revenues. Sequentially, revenues increased 12.6%. Strong demand for Ryzen processors and a richer product mix drove top-line growth. The Gaming segment’s revenues surged 49.7% year over year to $843 million and accounted for 8.2% of total revenues. Sequentially, revenues declined 35.1%. Higher semi-custom revenues and strong demand for Radeon gaming GPUs drove results. On a consolidated basis, Client and Gaming revenues accounted for 38.4% of AMD’s total revenues in the fourth quarter of 2025. The segment’s top-line figure increased 37% year over year but declined 2.7% sequentially. AMD’s Embedded Revenues ...

AMD Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall Yahoo Finance Singapore

Advanced Micro Devices AMD reported fourth-quarter 2025 non-GAAP earnings of $1.53 per share, which beat the Zacks Consensus Estimate by 16.18%. The figure jumped 40.4% year over year and 27.5% sequentially. Revenues of $10.27 billion beat the Zacks Consensus Estimate by 6.24%. The topline increased 34.1% year over year and 11.1% sequentially. AMD shares were down roughly 7.57% at the time of writing this article. AMD’s Q4 Topline Rides on Data Center Growth Data Center revenues increased 39.4% year over year to $5.38 billion and accounted for 52.4% of total revenues. Sequentially, revenues climbed 23.9% year over year. Strong demand for fifth-gen EPYC processors and Instinct MI350 series GPUs drove top-line growth. Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. price-consensus-eps-surprise-chart | Advanced Micro Devices, Inc. Quote Hyperscalers launched more than 230 EPYC-powered instances in the reported quarter, including new Turin offerings from Google, Microsoft Azure, Alibaba and others. More than 1,600 public EPYC cloud instances are now available globally, up roughly 50% year over year. AMD Sees Soaring Growth in the Client and Gaming Segments The Client segment’s revenues soared 33.9% year over year to $3.09 billion and accounted for 30.2% of total revenues. Sequentially, revenues increased 12.6%. Strong demand for Ryzen processors and a richer product mix drove top-line growth. The Gaming segment’s revenues surged 49.7% year over year to $843 million and accounted for 8.2% of total revenues. Sequentially, revenues declined 35.1%. Higher semi-custom revenues and strong demand for Radeon gaming GPUs drove results. On a consolidated basis, Client and Gaming revenues accounted for 38.4% of AMD’s total revenues in the fourth quarter of 2025. The segment’s top-line figure increased 37% year over year but declined 2.7% sequentially. AMD’s Embedded Revenues ...

格隆汇2月5日｜据联合声明，美国和欧盟将在未来30天内签署一份谅解备忘录，以加强关键矿产供应链的安全保障。美国、日本和欧盟在联合声明中宣布建立战略伙伴关系，以加强关键矿产供应链的抗风险能力。

美国科技股连续三个月下跌，使得长期受冷落的价值股显得相对强劲。华尔街普遍认为，这种转变才刚刚开始。 自11月初至周二，罗素1000价值型指数（RLV）已上涨8.6%，较其成长型对标指数高出14个百分点。此前类似的跑赢表现往往预示着价值股相对于成长股将进一步走强。 但也存在一丝阴影：价值股指数上两次在同等时间段内如此大幅跑赢成长股，分别发生在2022年熊市暴跌期间和2001年互联网泡沫破灭的初期。 华尔街策略师同时发出警示：科技巨头主导市场的时代或将终结。周二市场格局已显露无遗，软件股暴跌引发科技股全面抛售（科技股在成长型指数中占比最高），而RLV指数却创下历史收盘新高。 与此同时，随着投资者寻求能从预期经济增长中获益的企业，消费必需品制造商、能源生产商和矿产开采商股价均有所上涨。 周三纽约时间10：48，价值股上涨0.5%，而成长型公司股则下跌0.6%。 CFRA分析师Sam Stovall数周前指出，大型成长股交易已显得“不合时宜”。此后，价值股相对于科技巨头的表现优势持续扩大。 美国富瑞金融集团股票研究产品管理高级副总裁Andrew Greenebaum认为，这种轮动可能才刚刚开始。 “近期价值股相对于成长股已大幅走强，但若回溯更久远的时间 —— 哪怕只是美联储上次加息周期的起点 —— 价值股仍有相当大的跑赢空间。”Greenebaum表示。 这是因为价值股的复兴已酝酿多年。过去十余年间，该板块持续表现落后，尤其当科技股推动牛市行情时更为明显。 Greenebaum在1月31日发布的报告中指出，即便经过三个月的上涨使价值股在52周滚动周期内占据优势，当前价值股与成长股的动态关系“仅恢复至中性水平”。他补充道，从长期动态观察，“价值股占优”时期通常能跑赢10%以上。 回顾富瑞分析师标记的历史周期，Greenebaum指出，“价值股占优”时期大多出现在围绕经济衰退出现回归性调整之际，或是在经济周期走强、国内生产总值增速加快的阶段。 华尔街经济学家普遍预期，随着监管环境趋于宽松、贸易政策更加明朗，投资活动有望被激发，美国经济增长将在2026年加快。 Wells Fargo Investment Institute全球股票策略师Doug Beath指出，自去年10月下旬以来，投资者纷纷涌入周期性加权基准指数，这往往是以牺牲大型成长股为代价。 在标普500指数连续三年实现...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

The Broadcom Partner Difference: The Power of Professional Services Broadcom

The Oracle of Omaha has always emphasized that investment candidates have economic moats. Warren Buffett, who ended his legendary run as the CEO of Berkshire Hathaway at the end of last year, looked to buy and hold businesses that have economic moats. This term helps to explain durable competitive advantages that a company has that allow it to succeed over time. His philosophy worked extremely well. The tech sector is full of businesses that fit the criteria. After avoiding making bets in this sector, Buffett finally expanded his focus and bought Apple in early 2016. Berkshire also added Amazon in 2019 and Alphabet in 2025 to its portfolio. All these decisions likely had input from his investment lieutenants, Ted Weschler and Todd Combs. These dominant companies certainly have moats. However, there's another "Magnificent Seven" stock that should have been purchased as well. A decade of betting on tech titans In the past decade, Apple shares have climbed 966% (as of Jan. 30). Since the end of the first quarter of 2019, Amazon shares are up 169%. And Alphabet stock has increased by 39% since the end of Q3 2025. These investments have been successful, although it's too early to make any judgments about the Google parent decision. Either way, the "Magnificent Seven" stock that never made the cut is Meta Platforms (META 2.52%). It undoubtedly would've been a winning portfolio addition. Shares have risen 177% in the past five years. Buffett is strict on considering only companies that he fully understands. Getting to know its products and services, financial situation, industry layout and competition, and management team is critical. After that, the Oracle of Omaha must be able to forecast earnings power in the future. Maybe he just didn't feel comfortable when looking at Meta. Expand NASDAQ : META Meta Platforms Today's Change ( -2.52 %) $ -17.45 Current Price $ 674.25 Key Data Points Market Cap $1.8T Day's Range $ 668.59 - $ 688.83 52wk Range $ 479.80 - $ 796.25 Volume ...

Key Points Berkshire Hathaway currently owns three "Magnificent Seven" stocks that have all produced strong returns. This social media and digital advertising juggernaut possesses an unrivaled network effect. Maybe the conglomerate will start to invest more in technology companies in the future. 10 stocks we like better than Meta Platforms › Warren Buffett, who ended his legendary run as the CEO of Berkshire Hathaway at the end of last year, looked to buy and hold businesses that have economic moats. This term helps to explain durable competitive advantages that a company has that allow it to succeed over time. His philosophy worked extremely well. The tech sector is full of businesses that fit the criteria. After avoiding making bets in this sector, Buffett finally expanded his focus and bought Apple in early 2016. Berkshire also added Amazon in 2019 and Alphabet in 2025 to its portfolio. All these decisions likely had input from his investment lieutenants, Ted Weschler and Todd Combs. 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 » These dominant companies certainly have moats. However, there's another "Magnificent Seven" stock that should have been purchased as well. A decade of betting on tech titans In the past decade, Apple shares have climbed 966% (as of Jan. 30). Since the end of the first quarter of 2019, Amazon shares are up 169%. And Alphabet stock has increased by 39% since the end of Q3 2025. These investments have been successful, although it's too early to make any judgments about the Google parent decision. Either way, the "Magnificent Seven" stock that never made the cut is Meta Platforms (NASDAQ: META). It undoubtedly would've been a winning portfolio addition. Shares have risen 177% in the past five years. Buffett is strict on considering only companies that he fully understands. Getting to know its products and services, financial situation, industry layout and...

GE's rapidly growing energy spinoff has a bright future. GE Vernova (GEV 8.59%), the former energy division of General Electric (GE 2.41%) that was spun off into a stand-alone company in 2024, is impressing many investors. Over the past 12 months, its stock has more than doubled, while the S&P 500 rose only 15%. Let's see why it attracted a stampede of bulls, and if it's still worth buying this month. Why did GE Vernova impress the market? In 2025, GE Vernova's Power business -- which sells heavy-duty gas turbines for combined-cycle plants, steam turbines for coal, gas, and nuclear plants, and provides fuel, maintenance, and upgrade services for nuclear plants -- accounted for 55% of its orders. Its Electrification business -- which sells transformers, breakers, substations, high-voltage direct current systems, and various automation, optimization, and protection services for electrical grids -- accounted for nearly a third of its orders. The rest of its orders came from its smaller Wind business, which mainly sells onshore and offshore wind turbines. Here's how those three segments fared, on an organic basis, over the past year. Organic Orders Growth (YOY) Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Power 24% 28% 44% 50% 77% Electrification 122% (3%) (31%) 102% 50% Wind (41%) (43%) (5%) 4% 53% Total 22% 8% 4% 55% 65% The rapid expansion of the power-hungry cloud, data center, and AI markets drove more utility companies to upgrade their power plants and grids, generating strong tailwinds for both the Power and Electrification segments. The Wind segment struggled with delays at its onshore wind projects, execution issues at its offshore wind projects, and supply chain constraints -- but it recovered in the second half of the year as its onshore wind business stabilized. Expand NYSE : GEV Ge Vernova Today's Change ( -8.59 %) $ -67.01 Current Price $ 713.24 Key Data Points Market Cap $210B Day's Range $ 713.24 - $ 795.00 52wk Range $ 252.25 - $ 795.00 Volume 103K Avg Vol 3...

Bessent: Fed lost trust of American people over inflation, threatening independence Reuters

Key Points Silicon Labs beat Q4 earnings this morning. No one cares about that though, because Texas Instruments is buying Silicon Labs. 10 stocks we like better than Silicon Laboratories › Silicon Labs (NASDAQ: SLAB) stock skyrocketed 48% through 11:25 a.m. ET Wednesday after announcing its Q4 results -- and more importantly, also announcing Texas Instruments (NASDAQ: TXN) will buy it. 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 » Silicon Labs earnings Silicon Labs beat earnings in its Q4 report. Analysts expected the semiconductor stock to earn $0.55 per share on sales of $207.6 million. Silicon Labs beat on both top and bottom lines, reporting $0.56 per share (adjusted) on $208 million in sales. The Silicon Labs buyout Of course, the "earnings beat" pales in significance to the day's bigger news. To "create a global leader in embedded wireless connectivity solutions," Texas Instruments will acquire and bring Silicon Labs in-house. Paying $231 per share cash, Texas Instruments proposes to acquire Silicon Labs for $7.6 billion. (Minus Silicon Labs' net cash position, the enterprise value is "approximately $7.5 billion.) In exchange, Texas Instruments will acquire a subsidiary that's grown revenues 15% annually for more than a decade, that took in $785 million in sales last year, that lost $65 million -- but generated nearly $66 million in positive free cash flow. Is Silicon Labs stock a buy? Silicon Labs stock ran up on the news today, but at $203 and change, still has another 14% to go before it reaches the price Texas Instruments wants to pay for it. TI says it hopes to close this transaction in the first half of 2027 -- so investors who buy and hold Silicon Labs stock might potentially need to wait more than a year to cash in. For a 14% return that might be worth it, but with Silicon Labs stock now valued at more than 100 times free cash fl...

Amazon (AMZN) is scheduled to announce its Q4 2025 earnings on Thursday, February 5, with analysts projecting big moves for its stock afterwards. While Amazon’s stock has underperformed the broader market, the company’s core businesses continue to deliver steady growth. The momentum in its e-commerce, cloud, and digital advertising segments will likely sustain in Q4, which could be a catalyst for AMZN stock to climb. Amazon’s Management expects net sales between $206 billion and $213 billion, representing year-over-year (YoY) growth of 10% to 13% compared with the fourth quarter of 2024. If the earnings Wall Street currently expects Amazon to deliver fourth-quarter earnings per share of $1.98, up 6.5% YoY. Further, investors should note that Amazon has been beating analysts’ expectations, surpassing consensus EPS estimates in each of the last four quarters, including a notable 23.4% beat in Q3. Should this trend continue, Wall Street suggests that Amazon (AMZN) stock could swing as much as 8% higher. Alternatively, options traders are forecasting an approximate 7-8% dip should the earnings not deliver as well. Most analysts remain bullish on Amazon stock ahead of the company’s Q4 2025 results. Entering this week, most analysts, including Wedbush and B of A Securities, maintained a Buy or equivalent rating for AMZN. Current analyst price targets range from $244 to $340, suggesting potential upside from the current market price of $234.29. Also Read: US Stocks 12 Months Analysis: Paypal (PYPL) & Microsoft (MSFT) Furthermore, Amazon announced another pro-AI move that could be viewed positively by bullish investors who are also fans of the AI push. Per a Wednesday Reuters report, Amazon plans to use artificial intelligence to speed up the process for making movies and TV shows. AI is quickly reshaping much of the film and television industry, a move that the e-commerce giant is looking to dive into for its own entertainment content. Amazon Shares didn’t respond well imm...