Key Takeaways: AI Demand Momentum: Broadcom stock benefits from accelerating AI-driven networking demand as hyperscalers increase custom silicon and connectivity spending, supporting revenue growth near 29%. Broadcom stock benefits from accelerating AI-driven networking demand as hyperscalers increase custom silicon and connectivity spending, supporting revenue growth near 29%. Software Revenue St...
Key Takeaways: AI Demand Momentum: Broadcom stock benefits from accelerating AI-driven networking demand as hyperscalers increase custom silicon and connectivity spending, supporting revenue growth near 29%. Broadcom stock benefits from accelerating AI-driven networking demand as hyperscalers increase custom silicon and connectivity spending, supporting revenue growth near 29%. Software Revenue Stability: Broadcom stock strengthens its earnings base after the VMware acquisition, with infrastructure software contributing recurring cash flows and operating margins above 60%. Broadcom stock strengthens its earnings base after the VMware acquisition, with infrastructure software contributing recurring cash flows and operating margins above 60%. Price Target Outlook: Based on sustained revenue growth and operating margins reaching 65%, Broadcom stock could reach a $543 price target by late 2028. Based on sustained revenue growth and operating margins reaching 65%, Broadcom stock could reach a $543 price target by late 2028. Upside Math: From a current price of $331, the $543 target implies 64% total upside and a 20% annualized return for Broadcom stock. Model how VMware software margins reshape Broadcom stock’s earnings mix through 2030 using TIKR for free → Broadcom (AVGO) designs advanced semiconductors and infrastructure software for data centers and enterprises, holding a critical position across AI networking and private cloud platforms. On February 2, 2026, Broadcom confirmed it will report fiscal first-quarter results on March 4, following strong AI-related order momentum across the semiconductor sector. Broadcom generated $64 billion in LTM revenue, which indicates scale advantages as AI connectivity, custom silicon, and software subscriptions expand concurrently. Operating income reached $26 billion with operating margins near 41%, which explains Broadcom’s ability to fund R&D, acquisitions, and shareholder returns. While Broadcom stock trades near $331 despite ...
sasirin pamai/iStock via Getty Images By Michiel Tukker , Senior European Rates Strategist Bank reserves remain ample, but overnight deposit costs continue to increase The continuous quantitative tightening (QT) by the Bank of England (BoE) has pushed deposit rates relatively higher over the past years, but the impact may be more limited this year. When we look at the Sterling Overnight Index Aver...
sasirin pamai/iStock via Getty Images By Michiel Tukker , Senior European Rates Strategist Bank reserves remain ample, but overnight deposit costs continue to increase The continuous quantitative tightening (QT) by the Bank of England (BoE) has pushed deposit rates relatively higher over the past years, but the impact may be more limited this year. When we look at the Sterling Overnight Index Average (SONIA) rate, we see a slight increase in the relative costs for banks attracting overnight funding over the past few months. In December, the spread between SONIA and the Bank Rate jumped by around 0.5bp, but has now settled around 2.5bp below the Bank Rate. A significant number of banks pay close to the Bank Rate for overnight deposits, suggesting the competition for liquidity has increased. The 90th percentile of transactions is now even on the Bank Rate. Aggregate bank reserves are still around £650bn, well above the £460bn in 2020 before the restart of the BoE’s bond purchasing programme. But with stricter liquidity regulation in place, we expect the demand for bank reserves to remain structurally higher. As such, the preferred amount of reserves in the system to maintain healthy liquidity could be much higher than pre-Covid. SONIA close to the Bank Rate, with some banks already paying the Bank Rate Despite the continued unwinding of the BoE’s balance sheet, we find that bank reserves have increased since October last year. The increase in bank reserves improves liquidity conditions and should help keep short-term funding rates range-bound. That also means that we might not see a material increase in SONIA this year. A side note hereby is that liquidity is not evenly balanced throughout the system, and some borrowers may still have to start paying more to attract short-term funding. Bank reserves have increased since October The increase in bank reserves can be attributed to a strong pickup in the BoE’s liquidity facilities, which is designed to keep liquidity ampl...
Advanced Micro Devices needs to address numerous questions about potential delays to its upcoming AI chip. In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD +3.95%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 30, 2026. The video was...
Advanced Micro Devices needs to address numerous questions about potential delays to its upcoming AI chip. In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD +3.95%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 30, 2026. The video was published on Feb. 1, 2026.
Advanced Micro Devices needs to address numerous questions about potential delays to its upcoming AI chip. In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD +3.95%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 30, 2026. The video was...
Advanced Micro Devices needs to address numerous questions about potential delays to its upcoming AI chip. In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD +3.95%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 30, 2026. The video was published on Feb. 1, 2026.
(RTTNews) - TransDigm Group Incorporated (TDG) reported a profit for first quarter that Drops, from the same period last year The company's bottom line totaled $386 million, or $6.62 per share. This compares with $444 billion, or $7.62 per share, last year. Excluding items, TransDigm Group Incorporated reported adjusted earnings of $479 million or $8.23 per share for the period. The company's reve...
(RTTNews) - TransDigm Group Incorporated (TDG) reported a profit for first quarter that Drops, from the same period last year The company's bottom line totaled $386 million, or $6.62 per share. This compares with $444 billion, or $7.62 per share, last year. Excluding items, TransDigm Group Incorporated reported adjusted earnings of $479 million or $8.23 per share for the period. The company's revenue for the period rose 13.9% to $2.285 billion from $2.006 billion last year. TransDigm Group Incorporated earnings at a glance (GAAP) : -Earnings: $386 Mln. vs. $444 Bln. last year. -EPS: $6.62 vs. $7.62 last year. -Revenue: $2.285 Bln vs. $2.006 Bln last year. -Guidance: Full year EPS guidance: $ 37.42 To $ 39.34 Full year revenue guidance: $ 9.845 B To $ 10.035 B The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Check out the companies making headlines before the bell: Palantir — The stock jumped 11% following the AI-powered software provider's fourth-quarter earnings beat . Palantir reported adjusted earnings of 25 cents per share, versus the 23 cents expected from analysts polled by LSEG. Revenue was $1.41 billion, topping the $1.33 billion consensus estimate. Merck — Shares fell around 1% after the pha...
Check out the companies making headlines before the bell: Palantir — The stock jumped 11% following the AI-powered software provider's fourth-quarter earnings beat . Palantir reported adjusted earnings of 25 cents per share, versus the 23 cents expected from analysts polled by LSEG. Revenue was $1.41 billion, topping the $1.33 billion consensus estimate. Merck — Shares fell around 1% after the pharma giant issued a modest 2026 outlook , as the company gets set to lose some drug patent protections and face competition from generic versions. The company expects revenue to range between $65.5 billion and $67 billion for the year. Analysts polled by LSEG expected revenue around $67.6 billion. PepsiCo — The snack and beverage giant reported fourth-quarter earnings and revenue that beat analyst expectations . However, shares were down around 1% as the company sees volumes declining. Pfizer — Shares dipped 1% even after Pfizer reaffirmed a modest outlook, overshadowing a beat on quarterly earnings and revenue. — CNBC's Michelle Fox and Fred Imbert contributed reporting
We just received data on a new analyst forecast for $ORCL. Hannah Rudoff from Piper Sandler set a price target of 240.0 for ORCL. To track analyst ratings and price targets for $ORCL, check out Quiver Quantitative's $ORCL forecast page. Should you buy $ORCL? Some analysts are better than others. To view the past performance of Piper Sandler, check out Quiver’s Analyst Ratings dashboard. You can al...
We just received data on a new analyst forecast for $ORCL. Hannah Rudoff from Piper Sandler set a price target of 240.0 for ORCL. To track analyst ratings and price targets for $ORCL, check out Quiver Quantitative's $ORCL forecast page. Should you buy $ORCL? Some analysts are better than others. To view the past performance of Piper Sandler, check out Quiver’s Analyst Ratings dashboard. You can also see Quiver’s Analyst Buys Strategy, which uses a proprietary method to track the companies being recommended by the top Wall Street analysts. $ORCL Price Targets Multiple analysts have issued price targets for $ORCL recently. We have seen 30 analysts offer price targets for $ORCL in the last 6 months, with a median target of $317.5. Here are some recent targets: Hannah Rudoff from Piper Sandler set a target price of $240.0 on 02/03/2026 on 02/03/2026 Keith Weiss from Morgan Stanley set a target price of $213.0 on 01/23/2026 on 01/23/2026 Rishi Jaluria from RBC Capital set a target price of $195.0 on 01/05/2026 on 01/05/2026 Brent Thill from Jefferies set a target price of $400.0 on 01/05/2026 on 01/05/2026 Karl Keirstead from UBS set a target price of $280.0 on 01/05/2026 on 01/05/2026 Kash Rangan from Goldman Sachs set a target price of $220.0 on 12/12/2025 on 12/12/2025 Keith Bachman from BMO Capital set a target price of $270.0 on 12/11/2025 Receive $ORCL Data Alerts Sign Up $ORCL Insider Trading Activity $ORCL insiders have traded $ORCL stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales. Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months: To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $ORCL Revenue $ORCL had revenues of $16.1B in Q2 2026. This is an increase of 14.22% from the same period in the prior year. You can track ORCL financials on Quiver Quantitative's ORCL stock page. $ORCL Congressional Stock Trading Members of C...
Key Points Nvidia and Broadcom are providing their clients with two viable computing options. Taiwan Semiconductor manufactures the chips for both companies. 10 stocks we like better than Nvidia › With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be t...
Key Points Nvidia and Broadcom are providing their clients with two viable computing options. Taiwan Semiconductor manufactures the chips for both companies. 10 stocks we like better than Nvidia › With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders. By investing in AI computing companies, you're picking stocks that are making money right now and aren't dependent on the overall success of the generative AI trend. Investors won't know the full impact of generative AI for many years, and by then, trillions of dollars will have been spent with Nvidia(NASDAQ: NVDA), Broadcom(NASDAQ: AVGO), and Taiwan Semiconductor(NYSE: TSM). 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 » This makes these three the best buys of February, and investors should consider loading up on them this month. Nvidia and Broadcom Nvidia and Broadcom are each making computing units, but they are taking different approaches. Nvidia designs graphics processing units (GPUs), which are suited for a wide variety of tasks. Broadcom designs custom AI chips, which are designed for a specific workload in mind. Each of these companies is seeing rapid revenue growth, with Nvidia's data center division (which encompasses its AI-focused products) growing to a 66% pace in the third quarter of fiscal year (FY) 2026 (ending Oct. 26) and Broadcom's AI semiconductor division rising at a 74% pace. As its clients build increased computing capacity, demand for each of their products will likely continue to rise. This makes them both worthy investments. By splitting your allocation evenly between the two, I think investors are best set up ...
hapabapa Amazon ( AMZN ) provided an update on the achievements of its Prime service The e-commerce giant announced that it delivered to Prime members around the world at its fastest speeds ever in 2025 for a third consecutive year, with over 13 billion items arriving the same or next day globally. In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase ...
hapabapa Amazon ( AMZN ) provided an update on the achievements of its Prime service The e-commerce giant announced that it delivered to Prime members around the world at its fastest speeds ever in 2025 for a third consecutive year, with over 13 billion items arriving the same or next day globally. In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase compared to the prior year, with groceries and everyday essentials making up half of the total items. The company highlighted that Prime members saved $105 billion on free delivery worldwide and $550 on average in the U.S. last year. Amazon ( AMZN ) first launched its Prime service in 2005, offering free two-day delivery on a selection of one million items, primarily made up of DVDs, CDs, and books. Today, members have access to free delivery on over 300 million items across 35 categories. The company noted that the massive increase in selection and significant gains in delivery speed since Prime launched mean members can rely on delivery for staples, repeat needs, specialty purchases, and everything in between. Recent achievements include Amazon ( AMZN ) expanding same-day and next-day delivery to cover over 4,000 smaller U.S. cities and towns across 44 states after a $4B investment in its rural delivery network. It also integrated thousands of perishable grocery items into same-day delivery, expanded quick prescription delivery through Amazon Pharmacy, and grew its “Amazon Now” service globally, offering 30-minute deliveries in India, Mexico, and the UAE, with U.S. tests underway. AI-driven inventory forecasting further improved speed, efficiency, and localized product availability for Prime members. More on Amazon Amazon Stock Is Cheap Heading Into Q4 Earnings Amazon: Why I Stopped Buying Ahead Of Earnings [Downgrade] Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares In December '25 / March '26 Quarters Sam Altman backs Nvidia after report of OpenAI uns...
hapabapa Amazon ( AMZN ) provided an update on the achievements of its Prime service The e-commerce giant announced that it delivered to Prime members around the world at its fastest speeds ever in 2025 for a third consecutive year, with over 13 billion items arriving the same or next day globally. In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase ...
hapabapa Amazon ( AMZN ) provided an update on the achievements of its Prime service The e-commerce giant announced that it delivered to Prime members around the world at its fastest speeds ever in 2025 for a third consecutive year, with over 13 billion items arriving the same or next day globally. In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase compared to the prior year, with groceries and everyday essentials making up half of the total items. The company highlighted that Prime members saved $105 billion on free delivery worldwide and $550 on average in the U.S. last year. Amazon ( AMZN ) first launched its Prime service in 2005, offering free two-day delivery on a selection of one million items, primarily made up of DVDs, CDs, and books. Today, members have access to free delivery on over 300 million items across 35 categories. The company noted that the massive increase in selection and significant gains in delivery speed since Prime launched mean members can rely on delivery for staples, repeat needs, specialty purchases, and everything in between. Recent achievements include Amazon ( AMZN ) expanding same-day and next-day delivery to cover over 4,000 smaller U.S. cities and towns across 44 states after a $4B investment in its rural delivery network. It also integrated thousands of perishable grocery items into same-day delivery, expanded quick prescription delivery through Amazon Pharmacy, and grew its “Amazon Now” service globally, offering 30-minute deliveries in India, Mexico, and the UAE, with U.S. tests underway. AI-driven inventory forecasting further improved speed, efficiency, and localized product availability for Prime members. More on Amazon Amazon Stock Is Cheap Heading Into Q4 Earnings Amazon: Why I Stopped Buying Ahead Of Earnings [Downgrade] Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares In December '25 / March '26 Quarters Sam Altman backs Nvidia after report of OpenAI uns...
The iShares Ethereum Trust ETF provides regulated exposure to ether’s price performance for institutional and retail investors alike. On February 2, Hong Kong-based Apeiron Capital Limited disclosed in a U.S. Securities and Exchange Commission filing that it sold its entire position in the iShares Ethereum Trust ETF (ETHA 13.24%) in an estimated $8.99 million trade during the fourth quarter. What ...
The iShares Ethereum Trust ETF provides regulated exposure to ether’s price performance for institutional and retail investors alike. On February 2, Hong Kong-based Apeiron Capital Limited disclosed in a U.S. Securities and Exchange Commission filing that it sold its entire position in the iShares Ethereum Trust ETF (ETHA 13.24%) in an estimated $8.99 million trade during the fourth quarter. What happened According to a recent SEC filing, Apeiron Capital Ltd sold all 285,400 shares of the iShares Ethereum Trust ETF (ETHA 13.24%) during the fourth quarter of 2025. The fund’s ETHA stake now stands at zero. The net position change for the quarter, including price effects, totaled $8.99 million. What else to know Top holdings after the filing: NYSE:ONON: $36.99 million (42.8% of AUM) NASDAQ:SMMT: $22.90 million (26.5% of AUM) NASDAQ:QFIN: $19.80 million (22.9% of AUM) NYSEMKT:KWEB: $4.26 million (4.9% of AUM) NYSE:VRT: $2.53 million (2.9% of AUM) As of January 30, ETHA shares were priced at $20.17, down 17.7% over the past year and underperforming the S&P 500 by 32.0 percentage points. One-year losses have since topped 30% amid a broader crypto market rout. ETF overview Metric Value AUM $10.3 billion Price (as of 1/30/26) $20.17 ETF snapshot ETHA’s investment strategy focuses on providing exposure to the price performance of ether (ETH), allowing investors to participate in the digital asset market without direct ownership or management of cryptocurrencies. The ETF is designed to closely track the value of ether while minimizing operational complexities for investors. The fund structure is intended for institutional and retail investors seeking regulated, exchange-traded access to ether, with the expense ratio and operational costs disclosed in official filings. The iShares Ethereum Trust ETF offers investors a regulated vehicle for gaining exposure to ether, the native token of the Ethereum blockchain, without the need to manage digital wallets or interact with crypto ...
Palantir Technologies Inc. (NASDAQ:PLTR) has fundamentally shifted the enterprise software landscape following a historic fourth-quarter earnings report that saw the company nearly double its forward-looking guidance for 2026. This pushed the stock’s growth score to the top decile of Benzinga Edge’s Stock Rankings. Explosive Growth And Market Dominance Driven by an “unprecedented acceleration” in ...
Palantir Technologies Inc. (NASDAQ:PLTR) has fundamentally shifted the enterprise software landscape following a historic fourth-quarter earnings report that saw the company nearly double its forward-looking guidance for 2026. This pushed the stock’s growth score to the top decile of Benzinga Edge’s Stock Rankings. Explosive Growth And Market Dominance Driven by an “unprecedented acceleration” in AI adoption, the company also reported a Rule of 40 score of 127, a metric that combines growth and profitability to signify elite operational health. The company's growth metric, as per Benzinga Edge, now sits at a percentile rank of 92.15. This score reflects Palantir’s combined historical expansion in revenue and earnings, with a heavy emphasis on recent performance. In the fourth quarter alone, total revenue surged 70% year-over-year to $1.41 billion, fueled largely by a 137% explosion in U.S. Commercial revenue. CEO Alex Karp described the company as an “n of 1,” claiming Palantir stands alone in its ability to scale the operational leverage made possible by advancements in AI. Additionally, the “AI revolution” is manifesting in high-dollar commitments, with Palantir closing 61 deals worth over $10 million in the fourth quarter. Raising The Bar For 2026 While the quarterly results were record-breaking, the primary catalyst for the stock’s momentum is its aggressive 2026 outlook. Palantir guided for full-year 2026 revenue between $7.18 billion and $7.20 billion, effectively doubling previous internal trajectories and crushing analyst estimates of $6.21 billion. This forward-looking conviction is mirrored in the stock’s momentum ranking of 83.72, indicating strong relative price strength against the broader market. However, it maintains a stronger price trend over the long term and weak trend over the short and medium terms with a poor value ranking, as per Benzinga's Edge Stock Rankings. PLTR Underperforms In 2026 Shares of PLTR have declined by 11.97% year-to-date and ...
Tim Robberts/DigitalVision via Getty Images By Elisa Mazen | Michael Feldman, CFA | Michael Testorf, CFA | Pawel Wroblewski, CFA Leaning on Banks Through Value Cycle - Market Overview International equities delivered solid gains in the fourth quarter to cap one of the best years for overseas stocks in decades. The core benchmark MSCI EAFE Index rose 4.9% in the quarter to finish up 31.2% for 2025,...
Tim Robberts/DigitalVision via Getty Images By Elisa Mazen | Michael Feldman, CFA | Michael Testorf, CFA | Pawel Wroblewski, CFA Leaning on Banks Through Value Cycle - Market Overview International equities delivered solid gains in the fourth quarter to cap one of the best years for overseas stocks in decades. The core benchmark MSCI EAFE Index rose 4.9% in the quarter to finish up 31.2% for 2025, outperforming the S&P 500 Index’s gains of 2.7% for the quarter and 17.9% for the year. The market rally was broad, with the MSCI Emerging Markets Index advancing 4.7% for the quarter and 33.6% for the year. Outside the U.S., growth stocks delivered strong absolute returns but meaningfully underperformed value stocks for both the fourth quarter and full year. The MSCI EAFE Growth Index rose 1.9% for the quarter, trailing the MSCI EAFE Value Index by 590 basis points, and 20.8% for the year, trailing its value counterpart by over 2,100 bps, the widest dispersion among investment styles in the 50-year history of the indexes (Exhibit 1). In such a value-dominated period, the ClearBridge International Growth ADR Strategy underperformed its primary MSCI EAFE benchmark for the fourth quarter and full year. The Strategy slightly underperformed its secondary MSCI EAFE Growth benchmark for the quarter but outperformed for the year. Annual results were supported by strong stock picking in Asia Ex Japan, Japan, Europe and Canada, offsetting weakness in the U.K. and emerging markets. Exhibit 1: International Value Growth Dispersion at All-Time Highs As of Dec. 31, 2025. Source: ClearBridge Investments. Performance Highlights Value has worked internationally because inexpensive stocks are the most direct beneficiaries of the enormous stimulus measures being approved in Germany, other parts of Europe and Japan. Growth stocks, in contrast, are a much smaller part of core benchmarks. In Europe, which represents roughly three-quarters of developed market indexes, the information technology...
Chinese Oil Firms Turn To Iran To Replace Venezuelan Crude Via The Cradle China's teapot refiners are buying discounted Iranian crude to replace the loss of supplies from Venezuela following Washington's violent takeover of the South American nation's oil, Reuters reported Monday. "The drawdown of Iranian oil held in storage is making up for the drop in Venezuelan supply to the world's largest cru...
Chinese Oil Firms Turn To Iran To Replace Venezuelan Crude Via The Cradle China's teapot refiners are buying discounted Iranian crude to replace the loss of supplies from Venezuela following Washington's violent takeover of the South American nation's oil, Reuters reported Monday. "The drawdown of Iranian oil held in storage is making up for the drop in Venezuelan supply to the world's largest crude importer," the news agency wrote, citing two people with knowledge of the matter. via Reuters Venezuelan oil shipments to China have fallen drastically since US President Donald Trump imposed a blockade on Venezuelan oil tankers attempting to leave the country in December. On January 3rd, US forces bombed the Venezuelan capital, abducted Venezuelan President Nicholas Maduro, and took control of the country's oil. Washington announced it was placing Venezuela's oil revenues in accounts in Qatar under White House control. Trump has allowed global trading firms Vitol and Trafigura to sell up to 50 million barrels of Venezuelan oil. However, Beijing-owned firm PetroChina has halted its oil purchases from Caracas amid the uncertainty . Beijing's independent refiners have responded by stepping up purchases of Iranian heavy crude stored in bonded storage tanks in China and on ships at steep discounts, the sources told Reuters. Additional Chinese purchases of Iranian Heavy and Pars crude grades are expected in February and March, one of the two sources added. The refiners can purchase Iranian Heavy crude at discounts of about $12 per barrel, as Iran is faced with few willing buyers due to US sanctions. Russian Urals trade at a discount of $11 to $12 per barrel, also due to US sanctions. With Washington's permission, Vitol is offering Chinese buyers discounts of roughly $5 per barrel for Venezuelan crude. China's imports of Venezuelan crude averaged 394,000 barrels per day (bpd), around four percent of Beijing's total seaborne crude imports, before the US takeover . Years ago Chi...