Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Tesla stock could trade lower over the next 60 days, projecting an average price around $456 by mid-April. Investors looking to trade the stock can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users...
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Tesla stock could trade lower over the next 60 days, projecting an average price around $456 by mid-April. Investors looking to trade the stock can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock . Rather than slowly scaling position size through a retail account, some active traders use prop firms like Apex Trader Funding to access funded futures accounts of up to $300,000 after a single evaluation. Shares of Tesla traded slightly higher over the past month. The surge captures renewed optimism around delivery beats and autonomy progress amid stabilizing EV demand. Against that backdrop, we ran Tesla through an AI price-prediction agent powered by OpenAI’s Chat GPT. The goal was to see how a data-driven model handicaps the next 60 days for a stock that has become shorthand for the entire AI trade. What the AI model is actually predicting The agent was asked to generate a 60-day outlook for Tesla, using recent price action and a focused set of technical indicators. At the time of the run, Tesla traded at $444.07. For the period through April 22, the model’s base-case projection came out to: Average predicted price: $455.75 Implied move: slightly higher over the next 60 days Signal snapshot: MACD and RSI both skewed positive The model is saying that, given current momentum and volatility, the most likely path is a grind higher from current levels. Still, broader AI price prediction says that Tesla could hit $1000 by 2030. If you’re watching that setup and want a straightforward way to trade the stock, SoFi’s own platform lets users start with as little as $5 in fractional shares, and new users can receive up to $1,000 in free stock. Tesla’s transition from hyper-growth to execution under scrutiny defines its current phase, with ...
hxdbzxy/iStock via Getty Images As earnings season ramps up and geopolitical tensions keep affecting the markets, below is a list of the top 13 communication services stocks that are regarded as cheap high flyer stocks according to SA grading system. Each of these stocks is listed according to the highest momentum grade along with their valuation grade. The list is topped by ATN International ( AT...
hxdbzxy/iStock via Getty Images As earnings season ramps up and geopolitical tensions keep affecting the markets, below is a list of the top 13 communication services stocks that are regarded as cheap high flyer stocks according to SA grading system. Each of these stocks is listed according to the highest momentum grade along with their valuation grade. The list is topped by ATN International ( ATNI ), iHeartMedia ( IHRT ), and Lumen Technologies ( LUMN ), all sharing the highest momentum grade of A+. ATN International ( ATNI ) carries a Strong Buy quant rating with a valuation grade of B, while Lumen Technologies ( LUMN ) boasts the best valuation among the top three with a B+ grade. Other notable entries include The E.W. Scripps Company ( SSP ), which balances an A momentum grade with an A valuation grade, and AMC Networks ( AMCX ), featuring the highest valuation grade of A+ alongside a B+ momentum grade. Major telecommunications giants Verizon Communications ( VZ ) and AT&T ( T ) also appear on the list with more moderate momentum grades of B and B- respectively. Momentum grades measure a stock’s price performance on a scale from A+ to F, with A+ representing the highest flying stocks with the strongest momentum. Valuation grades measure how cheap or expensive a stock is relative to its fundamentals, with A+ being the most undervalued (cheapest) and F being the most overvalued. Here is the list: ATN International ( ATNI ), Momentum: A+, Valuation: B iHeartMedia. ( IHRT ), Momentum: A+, Valuation: B- Lumen Technologies ( LUMN ), Momentum: A+, Valuation: B+ The E.W. Scripps ( SSP ), Momentum: A, Valuation: A AMC Networks ( AMCX ), Momentum: B+, Valuation: A+ Stagwell ( STGW ), Momentum: B+, Valuation: B Gray Media ( GTN ), Momentum: B, Valuation: A+ Verizon Communications ( VZ ), Momentum: B, Valuation: B Ziff Davis ( ZD ), Momentum: B, Valuation: B+ The Arena Group Holdings ( AREN ), Momentum: B-, Valuation: B- IZEA Worldwide ( IZEA ), Momentum: B-, Valuation: B ...
Palantir TechnologiesPLTR delivered a strong fourth-quarter performance, topping Wall Street estimates as demand for its artificial intelligence (AI) software rose across both government and commercial customers, as quoted on CNBC. The upbeat results sent shares up about 12% in after-hours trading on Feb. 2, 2026. Q4 Results Crush Expectations The AI-driven data analytics firm exceeded consensus f...
Palantir TechnologiesPLTR delivered a strong fourth-quarter performance, topping Wall Street estimates as demand for its artificial intelligence (AI) software rose across both government and commercial customers, as quoted on CNBC. The upbeat results sent shares up about 12% in after-hours trading on Feb. 2, 2026. Q4 Results Crush Expectations The AI-driven data analytics firm exceeded consensus forecasts on both the top and bottom lines. Quarterly earnings of $0.25 per share beat the Zacks Consensus Estimate of $0.23 per share, compared with earnings of $0.14 per share a year ago. Revenues of $1.41 billion surpassed the Zacks Consensus Estimate of $1.35 billion, as well as year-ago revenues of $827.5 million. U.S. Demand Drives Growth Palantir’s results were helped by its U.S. operations. Government revenue rose to $570 million, while U.S. commercial revenue reached $507 million, both comfortably beating FactSet estimates, as quoted in the above-mentioned CNBC article. Deepening ties with the U.S. government, a segment that grew 66% year over year, have been a key catalyst. Demand has been especially strong from the Department of Defense, CNBC noted. On the commercial side, U.S. revenues more than doubled from a year ago, while remaining U.S. commercial deal value surged 145% year over year to $4.38 billion. During the quarter, Palantir also announced a partnership with AI chip leader NVIDIA. Upbeat Outlook Palantir issued guidance that blew past analyst expectations. The company forecasts $1.532–$1.536 billion in first-quarter revenue, well above the Zacks Consensus Estimate of $1.31 billion. For fiscal 2026, Palantir guided to $7.182–$7.198 billion in revenue, versus the Zacks Consensus Estimate of $6.23 billion, indicating strong AI-driven demand. Valuation Concerns Linger Even with the earnings beat, rich valuation remains a cause for concern. Palantir stock has traded with a price-to-earnings (P/E) ratio of 229.05X on a trailing twelve-month basis versus a 25....
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 8 a.m. ET Call participants President and Chief Executive Officer — William Waltz Chief Financial Officer — John Deitzer President, Electrical — John Pregenzer Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Sales -- $656 million, driven by a 2% organic volume increase, primarily from the Electrical segment. -- ...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 8 a.m. ET Call participants President and Chief Executive Officer — William Waltz Chief Financial Officer — John Deitzer President, Electrical — John Pregenzer Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Sales -- $656 million, driven by a 2% organic volume increase, primarily from the Electrical segment. -- $656 million, driven by a 2% organic volume increase, primarily from the Electrical segment. Adjusted EBITDA -- $69 million (non-GAAP), with productivity gains contributing over $30 million year over year, mainly from the Safety and Infrastructure segment. -- $69 million (non-GAAP), with productivity gains contributing over $30 million year over year, mainly from the Safety and Infrastructure segment. Adjusted EPS -- 83¢ per share, a decline from $1.63 per share in the prior-year period. -- 83¢ per share, a decline from $1.63 per share in the prior-year period. Tax Rate -- 3% for the quarter, down from 21% in the prior year, reflecting a one-time discrete foreign tax benefit. -- 3% for the quarter, down from 21% in the prior year, reflecting a one-time discrete foreign tax benefit. Average Selling Prices -- Decreased 3% overall, with declines in PVC conduit offset by higher steel conduit pricing. -- Decreased 3% overall, with declines in PVC conduit offset by higher steel conduit pricing. Divestiture -- Completed sale of the Tektron mechanical tube product line and facility, resulting in $18 million in cash proceeds and a pending $7 million in additional proceeds expected in Q2. -- Completed sale of the Tektron mechanical tube product line and facility, resulting in $18 million in cash proceeds and a pending $7 million in additional proceeds expected in Q2. Facility Exits -- Three manufacturing facility closures are expected to complete in the second fiscal quarter as part of the 80/20 initiative. -- Three manufacturing facility closures are expected to complete in the seco...
The post Rethinking Diversification: Where Blue-Chip Art Fits in Modern Portfolio by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . For illustrative purposes only. IRA contributions subj...
The post Rethinking Diversification: Where Blue-Chip Art Fits in Modern Portfolio by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . For illustrative purposes only. IRA contributions subject to limits established by the IRS, who could take the position that investments in Masterworks Offerings are taxable distributions. Neither Masterworks nor affiliates provide tax advice and do not claim any particular tax consequence. Inspira charges a $125 annual IRA account maintenance fee. See full disclosures below. Investors face a dilemma. Most portfolios appear diversified on the surface. Stocks, bonds, real estate, and alternatives each play a role. But during periods of stress, these assets often move together at different rates because they share common exposures: interest rates, currency risk, and policy decisions. That is why sophisticated investors increasingly look for assets that: Are not tied solely to corporate earnings or cash flows Are not directly dependent on monetary policy outcomes Trade in global markets rather than a single domestic system Are structurally scarce There’s one asset class that has typically been exclusive to institutions and the ultra-wealthy that now over everyday investors have added to their portfolios via fractional investing. Blue-chip art. See full disclosures on Post-War and Contemporary Art and Historical Downturns below. Art’s Role in Wealth Preservation and Growth Blue-chip art has functioned as a store of value for centuries. It is supply constrained, its demand is global, and its pricing is not largely dictated by financial markets. Historically, art has demonstrated: Low correlation to public equities, bonds, and other popular markets Resilience across certain inflationary and deflationary periods The ability to preser...
Social media platform X's office in France was raided by Paris prosecutors and Europol on Tuesday under a criminal probe alleging the increased spread of hate speech content and circulation of sexualized content of women and children, among other things. The raid is part of an expanded probe initiated in January last year. The investigation also focuses on alleged offenses like chatbot Grok's Holo...
Social media platform X's office in France was raided by Paris prosecutors and Europol on Tuesday under a criminal probe alleging the increased spread of hate speech content and circulation of sexualized content of women and children, among other things. The raid is part of an expanded probe initiated in January last year. The investigation also focuses on alleged offenses like chatbot Grok's Holocaust denial content and manipulation of automated data systems. "At this stage, the conduct of the investigation is based on a constructive approach, with the aim of ultimately ensuring that the X platform complies with French law, as it operates on the national territory," Paris public prosecutor Laure Beccuau said. The prosecutor's office said it was shuttering its account on Elon Musk's social media platform and would provide further updates on LinkedIn and Instagram. France has issued a voluntary summons for Musk and former X CEO Linda Yaccarino to appear and answer questions about the investigation in April. Last month, the European Commission launched an investigation into xAI, which developed the Grok chatbot, for its ability to create sexualized deepfakes of women and minors nonconsensually, in violation of the bloc's Digital Services Act. The UK's Ofcom also launched a similar probe into Grok. More on X US senators ask Apple and Google to remove X, Grok from app stores Elon Musk's X to make its algorithm open source in a week UK's Ofcom launches probe into X over Grok AI deepfake images SpaceX, xAI merger makes analysts ponder benefits, challenges and Tesla's future SpaceX-xAI deal: Is Elon Musk pulling off another SolarCity?
When bullets fired by Iran’s paramilitary force were sprayed at her home during a 2022 protest, Atefeh* realised her country was in a “hostage situation”. “I couldn’t breathe any more. I was losing my mind and I was traumatised,” the activist says. “I thought, ‘OK, you are shooting where my parents are as well, and you are threatening me in my own home. So that’s enough. I can’t handle it any more...
When bullets fired by Iran’s paramilitary force were sprayed at her home during a 2022 protest, Atefeh* realised her country was in a “hostage situation”. “I couldn’t breathe any more. I was losing my mind and I was traumatised,” the activist says. “I thought, ‘OK, you are shooting where my parents are as well, and you are threatening me in my own home. So that’s enough. I can’t handle it any more’.” During the 2022 Women, Life, Freedom protests, the now 37-year-old joined demonstrators on the streets of Tehran. The protests – sparked by the death of 22-year-old Mahsa Amini in police custody after being detained for allegedly wearing her hijab improperly – swept through the country. Sign up: AU Breaking News email Within months of the shooting, Atefeh, who was working for an international food company in Iran, began making plans to move to Australia and complete postgraduate study. Now, three years later, Atefeh has weeks left on her student visa and fears she will be executed if she returns to Iran because she has previously protested against the authoritarian regime. “There’s no way for me to go back right now. It’s too dangerous for me,” she says. Atefeh says posting criticism of the Islamic Republic on social media and participating in anti-regime protests in Australia also make her a target. The regime’s brutal crackdown on protesters in the most recent demonstrations has begun emerging, with some estimates suggesting the death toll may be more than 30,000. 0:46 Bodies line the streets outside a morgue in Tehran as protests continue – video Over the weekend Donald Trump said “we’ll see what happens” if the United States and Tehran are unable to make a deal to head off a regional conflict, warning that a huge US armada had assembled near Iran. Leaving Iran in 2023, Atefeah planned to return home after studying. She clung to the hope that the Islamic theocracy, led by supreme leader, Ayatollah Ali Khamenei, would tumble and her country would have its “freedom bac...
“Crime is the disease. Meet the cure.” With one of the funniest taglines in cinema history, how can you possibly resist revisiting Sylvester Stallone’s violent, ultra-earnest cult action movie Cobra, which turns 40 this year? Marion “Cobra” Cobretti (Stallone) is a tough LA cop who plays by his own rules. Sporting aviator shades, a matchstick in the corner of his mouth and a gun emblazoned with a ...
“Crime is the disease. Meet the cure.” With one of the funniest taglines in cinema history, how can you possibly resist revisiting Sylvester Stallone’s violent, ultra-earnest cult action movie Cobra, which turns 40 this year? Marion “Cobra” Cobretti (Stallone) is a tough LA cop who plays by his own rules. Sporting aviator shades, a matchstick in the corner of his mouth and a gun emblazoned with a cobra, he takes on criminals with a steely dedication to violence and wisecracks, and an aversion to due process that would make Charles Bronson blush. As the movie opens, the city is being terrorised by a cult calling itself New World, whose members are hell bent on demonstrating their commitment to a survival-of-the-fittest creed by murdering everyone in sight. Their leader, a fearsome killer nicknamed the Night Slasher (Brian Thompson), wields a giant, spiky knife that must be the envy of Black Metal bands everywhere. Cobra and his partner Gonzales (Reni Santoni) are enlisted to stop the killings – and protect fashion model Ingrid (Brigitte Nielsen), the only living witness to the Night Slasher’s identity, and consequently his number-one target. It’s the set up for a deadly game of cat and mouse across the city involving car chases, violent mayhem and an army of psycho killers. Cobra’s politics are definitely on the iffy side. The uncomfortable truth about maverick cop movies is that once you scratch the surface they tend to be a bit right wing. Cobra’s suggestion that cops should be above the law feels a little on the nose in light of current events – and at the time, the movie was heavily criticised for its depiction of policing and glorification of violence. Still, the more ridiculous these kinds of movies are, the easier they are to enjoy, and Cobra is nothing if not ridiculous. The movie, written by Stallone (adapted from Paula Gosling’s 1974 crime novel A Running Duck) and directed by George P Cosmatos (Rambo: First Blood Part II; Tombstone), creates such a monochr...
As the RBA lifted the official interest rate on Tuesday, one regional New South Wales couple said the dream of building a home has turned into a financial “hustle” they no longer want to maintain. After the pair, 25 and 26, settled on land in September 2022, rising rates and cost of building materials decimated their initial budget. “If we had known how much our repayments would end up, we never w...
As the RBA lifted the official interest rate on Tuesday, one regional New South Wales couple said the dream of building a home has turned into a financial “hustle” they no longer want to maintain. After the pair, 25 and 26, settled on land in September 2022, rising rates and cost of building materials decimated their initial budget. “If we had known how much our repayments would end up, we never would have bought,” said the 25-year-old woman, who did not wish to be named. Sign up: AU Breaking News email While they can currently cover their bills and groceries, the financial pressure has forced them to put major life milestones, like starting a family, on indefinite hold. “My partner and I were expecting further rate decreases following the last one or two decreases we’ve had, so the current increase is definitely disappointing,” she said. They have decided to sell their newly finished home and pivot to the tiny house movement due to “cost of living and lack of freedom”. “Humans are not meant to live this way,” she says. “It’s causing a cascade of issues, health issues, a mental health crisis and the fact that so many people aren’t having kids because they simply can’t afford it.” On Tuesday afternoon the Reserve Bank hiked rates for the first time in over two years in a blow to mortgage holders, who bear the brunt of dealing with an unexpected jump in inflation through the second half of 2025. The widely anticipated decision marks the end of the shortest rate-cutting cycle in the RBA’s modern history, after three reductions in the cash rate target in February, May and August of last year. The RBA’s governor, Michele Bullock, said in a Tuesday afternoon press conference that the rise is “the right thing for the economy.” “It is best if we get inflation under control, and our instrument is the interest rate,” she said. “I understand that people with mortgages find that hard, but the alternative is potentially even harder,” she said. ‘Everything’ going up Gold Coast fi...
Last August, to the relief of many homeowners, the Reserve Bank’s governor, Michelle Bullock, announced a cut in interest rates and expressed confidence that inflation was heading in the right direction. But on Tuesday, the RBA hiked rates for the first time in over two years, raising the cash rate by 25 basis points to 3.85% Guardian columnist and chief economist of the Australia Institute Greg J...
Last August, to the relief of many homeowners, the Reserve Bank’s governor, Michelle Bullock, announced a cut in interest rates and expressed confidence that inflation was heading in the right direction. But on Tuesday, the RBA hiked rates for the first time in over two years, raising the cash rate by 25 basis points to 3.85% Guardian columnist and chief economist of the Australia Institute Greg Jericho talks to Nour Haydar about what the rate hike means, why he sees it as ‘cowardly’ and what it all has to do with the Ashes RBA interest rates decision: Reserve Bank increases cash rate to 3.85% in blow to mortgage holders Continue reading...
He crossed paths with William Burroughs, Terry Gilliam and Spitting Image while whipping up almighty grooves with his band Blurt. Now 82, he’s back on tour – and bracing for a warts-and-all documentary made by his many children The big bloke in the khaki suit speaks quietly these days. We are nestled in the corner of Ted Milton’s studio above a rehearsal space in Deptford, London, cocooned by reco...
He crossed paths with William Burroughs, Terry Gilliam and Spitting Image while whipping up almighty grooves with his band Blurt. Now 82, he’s back on tour – and bracing for a warts-and-all documentary made by his many children The big bloke in the khaki suit speaks quietly these days. We are nestled in the corner of Ted Milton’s studio above a rehearsal space in Deptford, London, cocooned by record boxes, poetry books, plus a single big, bright suitcase, and I have to nudge the recorder closer to pick up his voice. Milton – a saxophonist, poet, countercultural survivor and one-time avant garde puppeteer – is 82, and uses a couple of sticks to get around, yet he is once again going on the road across Europe with his long-running band Blurt, as well as releasing a new album with his duo the Odes. Today, he is making record covers destined for the tour merch table with the help of his old woodblock setup. “That orange suitcase?” he points across the desk. “I just bought it.” He booms out a massive laugh, as if to prove he still has the lung power to command a room. “I’m a fetishist about luggage. I know how to survive touring. Haha!” Continue reading...
This starry half-hour anniversary special captures the spirit of the original TV show at points, and will delight younger viewers. But Kermit’s voice takes some getting used to … The Muppet Show celebrates its 50th anniversary this year. Or so it is alleged. Obviously this cannot be true, because it would mean that all of us who remember gathering around the television for the most sensational, in...
This starry half-hour anniversary special captures the spirit of the original TV show at points, and will delight younger viewers. But Kermit’s voice takes some getting used to … The Muppet Show celebrates its 50th anniversary this year. Or so it is alleged. Obviously this cannot be true, because it would mean that all of us who remember gathering around the television for the most sensational, inspirational, celebrational, Muppetational half hour of the week must also be … Well, anyway. Let us not dwell. Let us remember instead the magic that ensued as Jim Henson’s creation unfurled before us, as the chaotic troupe of puppets put on their traditional vaudeville show. The permanent cast included the inimitable Miss Piggy (“I don’t care what you think of me. Unless you think I am awesome, in which case you are right”), Gonzo, the Swedish Chef, sombre patriot Sam Eagle (“Freakos one, civilisation zero”), assorted pigs (often in space), scientist Dr Bunsen Honeydew and his heartbreakingly hapless assistant Beaker (the latter granting some of us our first stirrings of true empathy), and many, many chickens. There was also a guest appearance each episode by a famous human comedian, actor or musician. It could be anyone from Julie Andrews to Dudley Moore, as long as they could be trusted to play it straight and believe in their co-stars. It was all held together, if only just, by earnest, frazzled host and stage manager Kermit the Frog and his assistant, Scooter, despite constant heckling from the exquisitely cantankerous Statler and Waldorf looking down on the show, in every sense, from their box seats. Continue reading...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this maker of iPhones, iPads and other products have returned +1% over the past month versus the Zacks S&P 500 composite's +0.7% change. The Zacks Computer - Micro Computers industry, to which Appl...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this maker of iPhones, iPads and other products have returned +1% over the past month versus the Zacks S&P 500 composite's +0.7% change. The Zacks Computer - Micro Computers industry, to which Apple belongs, has lost 0.6% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Apple is expected to post earnings of $1.88 per share for the current quarter, representing a year-over-year change of +13.9%. Over the last 30 days, the Zacks Consensus Estimate has changed +5.3%. For the current fiscal year, the consensus earnings estimate of $8.39 points to a change of +12.5% from the prior year. Over the last 30 days, this estimate has changed +3%. For the next fiscal year,...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this maker of iPhones, iPads and other products have returned +1% over the past month versus the Zacks S&P 500 composite's +0.7% change. The Zacks Computer - Micro Computers industry, to which Appl...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this maker of iPhones, iPads and other products have returned +1% over the past month versus the Zacks S&P 500 composite's +0.7% change. The Zacks Computer - Micro Computers industry, to which Apple belongs, has lost 0.6% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Apple is expected to post earnings of $1.88 per share for the current quarter, representing a year-over-year change of +13.9%. Over the last 30 days, the Zacks Consensus Estimate has changed +5.3%. For the current fiscal year, the consensus earnings estimate of $8.39 points to a change of +12.5% from the prior year. Over the last 30 days, this estimate has changed +3%. For the next fiscal year,...
In Emilio Peña Delgado’s home, several photos hang on the wall. One shows him standing in front of a statue with his wife and oldest son in the centre of San José and smiling. In another, his two sons sit in front of caricatures from the film Cars. For him, the photos capture moments of joy that feel distant when he returns home to La Carpio, a neighbourhood on the outskirts of Costa Rica’s capita...
In Emilio Peña Delgado’s home, several photos hang on the wall. One shows him standing in front of a statue with his wife and oldest son in the centre of San José and smiling. In another, his two sons sit in front of caricatures from the film Cars. For him, the photos capture moments of joy that feel distant when he returns home to La Carpio, a neighbourhood on the outskirts of Costa Rica’s capital. Delgado migrated with his family from Nicaragua to Costa Rica when he was 10, as his parents sought greater stability. When he started a family of his own, his greatest hope was to give his children the security he had lacked. But now, that hope is often interrupted by the threat of extreme weather events. His community in La Carpio, most of whom have Nicaraguan roots, live squeezed between the unstable banks of the Río Torres and a steep hillside. Each time it rains, they face a double risk: the river swelling on one side and potential landslides on the other. Despite official reports deeming the area uninhabitable, government action has stalled. View image in fullscreen In La Carpio, houses sit along the Río Torres, which is prone to flooding. Official reports have deemed the area uninhabitable. Photograph: Jake Kilburg/The Guardian At about 4am on 10 October, Delgado woke to the sound of rushing water behind his house. It was not the first time, but the heavy rains and winds knocked out the steel panelling on the side of his home. The weather grew so bad that he and his neighbours were told to evacuate temporarily. The storm severely damaged several homes, and Delgado started leading a community effort to relocate vulnerable families to safer ground. He shared photos and videos on his Facebook page, which he renamed Río Torres La Carpio, and joined conversations on other people’s posts to raise awareness about his situation and that of his neighbours. “I want to go to a better place,” says a video in one of his posts. View image in fullscreen The Río Torres is floodin...
Popular chip developer Advanced Micro Devices (AMD) is gearing to report its fourth-quarter results for fiscal 2025 today, after the market closes. Prior to the earnings release, Wall Street analysts expect AMD’s Q4 EPS to increase by 26.1% year-over-year (YOY) to $1.11 on a diluted basis. AMD had a significant 2025, with product developments and strategic partnerships. The semiconductor firm repo...
Popular chip developer Advanced Micro Devices (AMD) is gearing to report its fourth-quarter results for fiscal 2025 today, after the market closes. Prior to the earnings release, Wall Street analysts expect AMD’s Q4 EPS to increase by 26.1% year-over-year (YOY) to $1.11 on a diluted basis. AMD had a significant 2025, with product developments and strategic partnerships. The semiconductor firm reportedly nearly sold out its CPU capacity for 2026 and is looking at further growth based on AI accelerator demand. The company struck a notable multi-year strategic partnership with OpenAI, which is expected to power the next-generation of AI innovation. On Financial Analyst Day in November, the company highlighted its products and unveiled an ambitious growth plan. AMD expects to expand its data center and AI leadership, with a revenue CAGR above 35% and a non-GAAP EPS target above $20. It also plans to lead the $1 trillion compute market. However, tariff pressures remain. New tariffs were announced by the Trump administration on the import of chip equipment, which affects AMD’s MI325X chips. The 25% tariffs may not be the last of their kind, as Chinese authorities have shown reluctance to use U.S. technology, which could be a concern for the company. About AMD Stock Headquartered in Santa Clara, California, AMD develops cutting-edge semiconductors that drive computing across the globe. It specializes in high-performance processors designed for data centers, personal computers, gaming platforms, and AI applications. As a fabless firm, AMD collaborates with manufacturers to design and manufacture graphics processors, server components, and flexible computing solutions. Recent efforts emphasize AI accelerators and broader data center adoption, intensifying competition in the tech market. The company pioneers embedded systems and visual computing innovations to address major global issues through adaptive tech. AMD’s activities encompass research, design, and international col...
Popular chip developer Advanced Micro Devices (AMD) is gearing to report its fourth-quarter results for fiscal 2025 today, after the market closes. Prior to the earnings release, Wall Street analysts expect AMD’s Q4 EPS to increase by 26.1% year-over-year (YOY) to $1.11 on a diluted basis. AMD had a significant 2025, with product developments and strategic partnerships. The semiconductor firm repo...
Popular chip developer Advanced Micro Devices (AMD) is gearing to report its fourth-quarter results for fiscal 2025 today, after the market closes. Prior to the earnings release, Wall Street analysts expect AMD’s Q4 EPS to increase by 26.1% year-over-year (YOY) to $1.11 on a diluted basis. AMD had a significant 2025, with product developments and strategic partnerships. The semiconductor firm reportedly nearly sold out its CPU capacity for 2026 and is looking at further growth based on AI accelerator demand. The company struck a notable multi-year strategic partnership with OpenAI, which is expected to power the next-generation of AI innovation. On Financial Analyst Day in November, the company highlighted its products and unveiled an ambitious growth plan. AMD expects to expand its data center and AI leadership, with a revenue CAGR above 35% and a non-GAAP EPS target above $20. It also plans to lead the $1 trillion compute market. However, tariff pressures remain. New tariffs were announced by the Trump administration on the import of chip equipment, which affects AMD’s MI325X chips. The 25% tariffs may not be the last of their kind, as Chinese authorities have shown reluctance to use U.S. technology, which could be a concern for the company. About AMD Stock Headquartered in Santa Clara, California, AMD develops cutting-edge semiconductors that drive computing across the globe. It specializes in high-performance processors designed for data centers, personal computers, gaming platforms, and AI applications. As a fabless firm, AMD collaborates with manufacturers to design and manufacture graphics processors, server components, and flexible computing solutions. Recent efforts emphasize AI accelerators and broader data center adoption, intensifying competition in the tech market. The company pioneers embedded systems and visual computing innovations to address major global issues through adaptive tech. AMD’s activities encompass research, design, and international col...
Camden Property Trust CEO Ric Campo. Courtesy of Camden Property Trust A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive f...
Camden Property Trust CEO Ric Campo. Courtesy of Camden Property Trust A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. Fundamentals in the multifamily apartment market are weakening as a historic surge of new supply continues to make its way through the pipeline and rental demand falls back. At the same time, investor demand for these properties is rising. As an example, Camden Property Trust, a top-10 multifamily real estate investment trust, quietly began marketing its entire California apartment portfolio — 11 properties valued at roughly $1.5 billion — a few weeks ago and has already had significant interest. "We have a huge demand for it right now," Ric Campo, CEO of Camden, told CNBC. "Not two or three, but hundreds." Campo said the company wants to focus entirely on the Sun Belt, which is where 90% of its properties are now. "We think the Sun Belt markets are going to — once they recover, which should happen, we think in '26 or '27 — they will be better growth dynamic markets than California and our long-term cash flow growth, or net operating income growth, will be better concentrated in the Sun Belt than Southern California, so it's fundamentally why we're selling." As for the timing, he said poor fundamentals are actually fueling demand. "You've had no rent growth, yet you've had wage growth, and so affordability for apartments across America has gotten better," Campo said. "And at the same time, if you look back at the last 20 years, only during really complicated recessions or the financial crisis have apartment rents stayed flat for more than a year or two, and so the market believes fundamentally that there'll be a turn in the market." F...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Ukrainian, Russian and US officials are due to resume trilateral negotiations tomorrow in Abu Dhabi, the latest attempt to bring the four-year war to an end. In Brussels, attention is already turning to the next sanctions package agai...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Ukrainian, Russian and US officials are due to resume trilateral negotiations tomorrow in Abu Dhabi, the latest attempt to bring the four-year war to an end. In Brussels, attention is already turning to the next sanctions package against Russia. The EU has introduced 19 such bundles targeting Moscow since Russian tanks rolled into northern Ukraine in February 2022. The most recent , signed off by EU leaders in October, included a phase-out of Russian LNG purchases, as well as sanctions on the country’s banks, crypto exchanges and entities in India and China — large buyers of Russian oil. As Alberto Nardelli reported yesterday , the EU is now considering banning Russian imports of several platinum group metals and copper as part of its latest sanctions package. The restrictions may cover iridium, rhodium, platinum and copper, according to people familiar with the matter. The ban is planned amid tight markets for the targeted metals. Copper prices have hit record highs this year amid strong demand and constrained mine supply worldwide. Platinum also continues to experience a supply deficit. If adopted, the new restrictions would mainly target MMC Norilsk Nickel PJSC , Russia’s largest mining company, which has not been sanctioned. Also part of the package under discussion is a proposal to replace the current price cap on Russian oil with a ban on maritime services. The move could see European companies prohibited from providing services such as insurance and transportation needed to move Russia’s oil regardless of the price of the commodity. However, all these proposals need to get unanimous backing from member states, and several capitals have already indicated they’re against replacing the price cap with a ban on services, according to the people. The discussions in Brussels take place against the backd...
Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. Greetings from mostly sunny and always-hot Singapore , where the biennial Singapore Airshow is under way in the Lion City. Despite the name, Bombardier jets aren’t bombers, but they are the subject of US threats of tarif...
Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. Greetings from mostly sunny and always-hot Singapore , where the biennial Singapore Airshow is under way in the Lion City. Despite the name, Bombardier jets aren’t bombers, but they are the subject of US threats of tariffs and decertification over the fact some models of Gulfstream business aircraft haven’t been certified quickly in Canada. Lockheed Martin Corp ., which also doesn’t make bombers but does make lots of other weapons, scored its second headline-grabbing deal to increase missile production for the Pentagon — this time for THAAD air-defense interceptors. Back in Europe, you’ll never believe this, but there is still no agreement over Greenland , which remains part of Denmark. And as the British government inches toward warmer relations with China, the US warns it not to make any business deals. Poland has put $4.3 billion behind the idea of a “drone wall” on its borders, awarding a contract to state-run PGZ and Norway’s Kongsberg Defense and Aerospace. US military ships and aircraft have filed into the Middle East, much as they did before strikes against Iran last year . But what they could do this time, and what that might accomplish, is a pretty fuzzy proposition . Indonesia is just the latest country to express interest in the JF-17 fighter , jointly developed by China and Pakistan, because who wouldn’t want more fighter jets in these benighted times. The trick is making enough to meet demand, and to learn more about that, scroll down to The Breakout.... — Gerry Doyle Market Snapshot Lockheed Martin Corp $636.00 +0.3% Boeing Co/The $233.02 -0.3% Northrop Grumman Corp $685.02 -1.0% Hanwha Aerospace Co Ltd $1,302,000.00 +3.4% Mitsubishi Heavy Industries Ltd $4,648.00 +3.2% Saab AB $679.60 +0.4% Market data as of 08:50 AM ET. Data is subject to provider delays. The breakout When...
rosnita mahmud/iStock via Getty Images Updating APP With A "Buy" Ahead Of Earnings AppLovin Corp. ( APP ) stock is up over 83% since my first bullish article about it (March 2025), but it's down by almost 35% since my most recent bullish update (December 2025). The recent downturn was a result of a few factors that have led to APP's drop onto its 52-week moving average, which looks like a very str...
rosnita mahmud/iStock via Getty Images Updating APP With A "Buy" Ahead Of Earnings AppLovin Corp. ( APP ) stock is up over 83% since my first bullish article about it (March 2025), but it's down by almost 35% since my most recent bullish update (December 2025). The recent downturn was a result of a few factors that have led to APP's drop onto its 52-week moving average, which looks like a very strong support for the price action. TrendSpider Software, APP weekly, Oakoff's notes added We're approaching AppLovin's earnings release date ( February 11th, 2026 ), and from what I see for now, a lot of factors point to a likely beat that should help APP revive from the current price action slump. That's why I'm reiterating my previous "Buy" on AppLovin right ahead of the upcoming earnings report. Why Did APP Fall So Much? If you take a look at APP's price chart, you'll notice that the stock started to fall in early January, when the market started to price in Google's ( GOOG ) entry to the game dev market. Gaming platform stocks fell dramatically when Google presented its Project Genie, which basically "allows users to simulate a real-world environment through prompts with text or uploaded images, potentially disrupting how video games", per Reuters . Another factor that pressed the stock price lower was yet another short report, this time presented by CapitalWatch : Seeking Alpha News, Oakoff's notes AppLovin's management has refuted all the claims made by CapitalWatch, calling them "conspiratorial" and "baseless". CNBC Until the opposite is proven in court, I'll trust the management team because they've managed to move AppLovin from an ordinary company to an S&P 500 company in a matter of years. This is what I call a top-notch execution. And now, let's turn to the other issue - the market's fears over Project Genie. In my opinion, this project only lowers the barrier to entry for game creation, so when the volume of apps increases, it's going to make the discovery proces...
NORTH LIBERTY, Iowa, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Heartland Express, Inc. (Nasdaq: HTLD) announced today financial results for the quarter and year ended December 31, 2025. Three months ended December 31, 2025: Operating Revenue of $179.4 million, Net Loss of $19.4 million and Basic Loss per Share of $0.25, 8.3% Operating Cash Flows as a percentage of Operating Revenue, Operating Ratio of 112...
NORTH LIBERTY, Iowa, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Heartland Express, Inc. (Nasdaq: HTLD) announced today financial results for the quarter and year ended December 31, 2025. Three months ended December 31, 2025: Operating Revenue of $179.4 million, Net Loss of $19.4 million and Basic Loss per Share of $0.25, 8.3% Operating Cash Flows as a percentage of Operating Revenue, Operating Ratio of 112.7% (which includes the impacts of a non-cash trade name impairment of $19.0 million) and 101.6% Non-GAAP Adjusted Operating Ratio (1) , , Total Assets of $1.2 billion, Stockholders' Equity of $755.3 million. Twelve months ended December 31, 2025: Operating Revenue of $805.7 million, Operating Loss of $57.4 million, Net Loss of $52.5 million, Basic Loss per Share of $0.67, 11.1% Operating Cash Flows as a percentage of Operating Revenue, Operating Ratio of 107.1% and 104.7% Non-GAAP Adjusted Operating Ratio (1) , , $10.4 million paid to repurchase our common stock, $41.2 million paid for debt reductions in 2025 ($337.0 million paid since acquisitions in 2022). Heartland Express Chief Executive Officer, Mike Gerdin, commented on the quarterly operating results and ongoing initiatives of the Company, "Our consolidated operating results for the three and twelve months ended December 31, 2025, reflect sequential improvement in operations as a direct result of the hard work and discipline of our team and our professional drivers during the most recent quarter and the full year of 2025. While a trade name impairment recorded during the fourth quarter caused operating ratio to deteriorate between the third and fourth quarters of 2025, Non-GAAP adjusted operating ratio(1) sequentially improved through each quarterly period of 2025. Operating ratios throughout 2025 consisted of the following - 106.8% (107.1% adjusted operating ratio(1)) in Q1 2025, 105.9% (106.0% adjusted operating ratio(1)) in Q2 2025, 103.7% (103.5% adjusted operating ratio(1)) in Q3 2025, and 112.7% (101.6% adjust...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Fortnite is going to be getting a lot more crossovers featuring characters from video games. As part of the Epic Games Store’s year in review for 2025, Epic shared details about its official program for developers that will give people who purchase their game on the Epic Game...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Fortnite is going to be getting a lot more crossovers featuring characters from video games. As part of the Epic Games Store’s year in review for 2025, Epic shared details about its official program for developers that will give people who purchase their game on the Epic Games Store a related cosmetic they can use within Fortnite. Eventually, the goal is to scale the program to “over 100 partnerships per year,” Epic Games Store GM Steve Allison said on X last month. In an interview with The Verge, Allison says that there will be “about 40” this year and “60-plus” so far set for 2027. The program starts with Capcom’s Resident Evil Requiem, which launches on February 27th, and other publishers with crossovers in the works include miHoYo, Pearl Abyss, S-Game, MintRocket, and Kakao Games. “It’ll help a bunch of our partners, and it’ll be cool for our players,” Allison says about the program. But it benefits Epic, too; players might be more willing to buy a game on the Epic Games Store instead of Steam because of a Fortnite tie-in, and more people making more purchases on the Epic Games Store might make the platform more appealing for developers and publishers in general. In its year in review, Epic also highlighted how player spending in third-party PC games grew 57 percent year over year to an “all-time record” of $400 million. The platform saw an all-time record of 78 million monthly active users on PC, too. And users claimed 662 million titles through Epic’s free games program, which Allison says will continue through 2026. “It’s basically our marketing budget,” he says. This year, Epic is planning to make some updates to the Epic Games Store launcher on PC, including rebuilding the underlying architecture as part of a string of improvements it plans to ship this summer. The launcher has been criticized for being slow, and the improvements shoul...
Before Claude Code wrote its first line of code, Vercel was already in the vibe coding space with its v0 service. The basic idea behind the original v0, which launched in 2024, was essentially to be version 0. That is, the earliest version of an application, helping developers solve the blank canvas problem. Developers could prompt their way to a user interface (UI) scaffolding that looked good, b...
Before Claude Code wrote its first line of code, Vercel was already in the vibe coding space with its v0 service. The basic idea behind the original v0, which launched in 2024, was essentially to be version 0. That is, the earliest version of an application, helping developers solve the blank canvas problem. Developers could prompt their way to a user interface (UI) scaffolding that looked good, but the code was disposable. Getting those prototypes into production required rewrites. More than 4 million people have used v0 to build millions of prototypes, but the platform was missing elements required to get into production. The challenge is a familiar one with vibe coding tools, as there is a gap in what tools provide and what enterprise builders require. Claude Code , for instance, generates backend logic and scripts effectively, but does not deploy production UIs within existing company design systems while enforcing security policies This creates what Vercel CPO Tom Occhino calls "the world's largest shadow IT problem." AI-enabled software creation is already happening inside every enterprise. Credentials are copied into prompts. Company data flows to unmanaged tools. Apps deploy outside approved infrastructure. There's no audit trail. Vercel rebuilt v0 to address this production deployment gap. The new version, generally available today, imports existing GitHub repositories and automatically pulls environment variables and configurations. It generates code in a sandbox-based runtime that maps directly to real Vercel deployments and enforces security controls and proper git workflows while allowing non-engineers to ship production code. "What's really nice about v0 is that you still have the code visible and reviewable and governed," Occhino told VentureBeat in an exclusive interview. "Teams end up collaborating on the product, not on PRDs and stuff." This shift matters because most enterprise software work happens on existing applications, not new prototypes. Te...
B2B Identity-Powered, Log-Level Campaign Measurement Delivers Unprecedented Visibility and Accuracy Across Eight Leading Ad Platforms NEW YORK, Feb. 3, 2026 /PRNewswire/ -- Today, Bombora , the true B2B data pioneer, announced the expansion of B2beacon™, a digital campaign measurement solution designed to address one of B2B advertising's biggest challenges: understanding programmatic media perform...
B2B Identity-Powered, Log-Level Campaign Measurement Delivers Unprecedented Visibility and Accuracy Across Eight Leading Ad Platforms NEW YORK, Feb. 3, 2026 /PRNewswire/ -- Today, Bombora , the true B2B data pioneer, announced the expansion of B2beacon™, a digital campaign measurement solution designed to address one of B2B advertising's biggest challenges: understanding programmatic media performance at the account and buying group level, where B2B decisions are made. With B2B programmatic spend projected to increase by 25% over the next two years , B2beacon™ delivers consistent, high-quality measurement that enables advertisers to confidently evaluate reach, engagement, and impact across B2B campaigns. Bombora Initially launched in Q4 of 2025 on The Trade Desk, B2beacon™ delivers precise account- and buying group–level measurement, flexible activation without a subscription, and industry-leading match rates of 90%+. Now, through a new integration with OpenX, Bombora's B2beacon™ measurement solution is available across major DSPs, including DV360, Amazon DSP, Yahoo DSP, Viant, Basis, and Simpli.fi. By expanding across these partners, Bombora now offers specialized B2B campaign measurement to the platforms that represent an estimated 75%+ of B2B programmatic ad spend . "B2B advertising has outgrown measurement approaches that weren't designed for complex buying groups, long sales cycles and multi-platform execution," said Mark Connon, Chief Executive Officer of Bombora. "B2beacon™ represents a step forward in aligning measurement with the realities of sophisticated B2B marketing." "B2B measurement has long been complex and fragmented," said Michael Guzewicz, Vice President of Strategic Partnerships at OpenX. "B2beacon™ brings greater consistency and clarity to B2B measurement, unlocking seamless access to Bombora measurement through OpenXBuild. Combined with OpenX's identity graph, the result is simplified cross-channel activation, expanded addressability, and a mor...
Milestone reflects comprehensive cloud expertise and continued alignment with Microsoft RICHMOND, Va., February 03, 2026--(BUSINESS WIRE)--Apex Systems, a leading global technology services firm and one of six ASGN brands that will be unifying under the new Everforth brand (NYSE: ASGN), is proud to announce that they have earned the Microsoft Solutions Partner designation for Business Applications...
Milestone reflects comprehensive cloud expertise and continued alignment with Microsoft RICHMOND, Va., February 03, 2026--(BUSINESS WIRE)--Apex Systems, a leading global technology services firm and one of six ASGN brands that will be unifying under the new Everforth brand (NYSE: ASGN), is proud to announce that they have earned the Microsoft Solutions Partner designation for Business Applications — its sixth and final Solutions Partner badge. This accomplishment completes Apex’s full suite of Microsoft Solutions Partner designations and reinforces the company’s depth of expertise across the Microsoft Cloud ecosystem. The Business Applications designation underscores Apex’s strong capabilities in Dynamics 365 and Power Platform, enabling the company to help clients: accelerate innovation through custom app development improve operations with automated, connected workflows create transformation roadmaps grounded in actionable insights. This new designation adds to Apex’s existing achievements in Modern Work, Infrastructure (Azure), Digital & App Innovation (Azure), Data & AI (Azure), and Security, representing a comprehensive portfolio of cloud-focused capabilities. Together, these designations validate Apex’s ability to support clients across the full lifecycle of Microsoft cloud adoption — from modernization and migration to innovation and ongoing optimization. "Apex’s achievement of all six Microsoft Solutions Partner designations reflects our deep and ongoing commitment to strengthening our strategic partnership with Microsoft and advancing the capabilities our customers rely on," said Courtney Cano, Microsoft Alliance Executive at Apex Systems. "As a Microsoft Cloud Solutions Partner, we are uniquely positioned to help organizations modernize, secure, and transform their enterprise environments with confidence." Apex continues to invest in strong technology partnerships, working closely with organizations like Microsoft to solve complex challenges, enhance platf...
The transition to Wi-Fi 8 is occurring amidst significant shifts in enterprise technology and campus demands. Major drivers of network transformation include: Next Era of Enterprise Networking Wi-Fi 8 is set to usher in a new era of connectivity, placing unprecedented demands on network infrastructure. The anticipated increases in bandwidth, the need for ultra-low latency for real-time AI applicat...
The transition to Wi-Fi 8 is occurring amidst significant shifts in enterprise technology and campus demands. Major drivers of network transformation include: Next Era of Enterprise Networking Wi-Fi 8 is set to usher in a new era of connectivity, placing unprecedented demands on network infrastructure. The anticipated increases in bandwidth, the need for ultra-low latency for real-time AI applications, and the explosion of telemetry data from a multitude of connected devices will necessitate a significant upgrade to existing networks. This enhanced infrastructure must extend beyond the access points, requiring advanced switches in the wiring closet capable of handling multi-gigabit speeds, advanced quality of service (QoS), and intelligent processing to support the robust, secure, and AI-driven networks of the future. “As enterprises increasingly rely on AI for critical operations and security, the demand for a robust, intelligent, and secure network infrastructure has never been greater,” said Mark Gonikberg, senior vice president and general manager of Broadcom’s Wireless and Broadband Communications Division. “Our new end-to-end solution for enterprise Wi-Fi and switching, incorporating Wi-Fi 8, multi-gigabit Ethernet, and edge AI capabilities, provides the essential foundation for organizations to navigate risk and thrive in the AI era.” Building on Broadcom’s first-to-market Wi-Fi 8 radios launched in October 2025 , the new enterprise-grade Wi-Fi 8 AP platform is powered by a new accelerated processing unit (APU) chip, the BCM49438 , designed to optimize wireless networking and AI acceleration at the enterprise edge. Additionally, Broadcom unveiled an enterprise-grade switch platform powered by a new Ethernet switch, the Trident X3+ BCM56390 , with Broadcom’s industry-leading multi-gigabit PHY and PoE power sourcing equipment (PSE) chips. Together, these platforms form a unified architecture that maximizes the performance, efficiency and security for the Wi-Fi ...