Google's (GOOG.US, GOOGL.US) AI tools spark sell-off in gaming stocks; analysts say market panic reaction is 'unjustified,' top firms still hold advantages 富途牛牛

Advanced Micro Devices’ stock surged more than 5% on Monday as investors positioned ahead of the semiconductor company’s quarterly earnings report, due after the market closes on Tuesday. The rally reflects growing optimism that momentum in data-centre processors and artificial intelligence chips will continue, even as the broader chip sector navigates supply constraints and uneven demand signals. AMD shares have outperformed in recent sessions as anticipation builds around whether the company can extend a run of solid execution and market-share gains, particularly in servers. Earnings expectations set a high bar Copy link to section Wall Street is forecasting another strong quarter from AMD. Analysts expect revenue of roughly $9.67 billion for the December period, representing growth of about 27% from a year earlier. Adjusted earnings are projected at around $1.32 per share. Those expectations follow a robust prior quarter, when AMD beat revenue estimates by about 5.6% and reported sales of $9.25 billion. That performance reinforced confidence in the company’s exposure to cloud and enterprise customers, even as consumer PC demand remained more mixed. During its third-quarter earnings call, Chief Financial Officer Jean Hu said the company’s fourth-quarter revenue outlook of approximately $9.6 billion, plus or minus $300 million, excludes revenue from shipments of its Instinct MI308 accelerators to China. That disclosure highlighted the degree to which geopolitical and regulatory factors continue to shape AMD’s near-term revenue profile, particularly in advanced AI hardware. Analysts see upside, but limits remain Copy link to section RBC Capital Markets has reiterated its Sector Perform rating and $230 price target on AMD ahead of the earnings release. Analyst Srini Pajjuri expects the company to beat consensus estimates and raise guidance, supported by healthy server demand and continued market-share gains in central processing units. RBC anticipates that management...

Zerbor Despite releasing Q4 financial results that beat on both lines and issuing 2026 revenue and EPS guidance ranges that include consensus figures, IDEXX Laboratories ( IDXX ) is off ~4% in Monday trading. The veterinary and livestock care company sees 2026 revenue of ~ $4.63B-~$4.72B. Consensus is $4.66B. Non-GAAP EPS is projected at $14.29-$14.80. Consensus is $14.54. Jefferies analyst Keith Devas, who rates IDEXX a buy, said that while the 2026 outlook "brackets street, we view this as a starting point given strong innovation flow-through and early signs of macro stabilization." Barclays' Glen Santangelo, who has an overweight rating, wrote that the decline is more likely the result of the announcement made in January that CEO Jay Mazelsky is stepping down in May. More on IDEXX Laboratories IDEXX Laboratories, Inc. 2025 Q4 - Results - Earnings Call Presentation IDEXX Laboratories Non-GAAP EPS of $3.01 beats by $0.07, revenue of $1.09B beats by $20M IDEXX Laboratories Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on IDEXX Laboratories Historical earnings data for IDEXX Laboratories

Daniel Grizelj/DigitalVision via Getty Images The market appears set for continued volatility in the near term as plenty of questions loom around the high valuations on software stocks like Microsoft ( MSFT ), ServiceNow ( NOW ), and Atlassian ( TEAM ). Plus, the recent rout in gold ( GLD ), silver ( SLV ), and Bitcoin ( BTC-USD ) has left investors wondering if the feel-good rally in those assets is coming to an end. That’s why I continue to focus on companies that generate robust cash flows while trading at a low valuation. Such is the case with Charter Communications ( CHTR ), which I covered a while back in January 2023, highlighting its strong capital returns to shareholders and ramp in mobile customer growth. CHTR remains a pressured stock, with it sitting near the low end of its 52-week range. At the current price of $206, it carries a low forward P/E of just 6.3, as shown below. CHTR Stock 1-Yr Trend (Seeking Alpha) In this article, I revisit CHTR, including recent business results , and discuss why it’s an excellent value pick for potentially strong total returns from here, so let’s dig in! Why CHTR? Charter Communications is a U.S. broadband connectivity provider whose services are sold under the Spectrum brand. It offers residential and business connectivity across internet, mobile, video, and voice. Recently, CHTR has pivoted away from being a traditional cable provider to a fully converged connectivity service provider. This includes leveraging its "mobile first" broadband strategy to defend against fiber and fixed wireless competitors. As shown below, CHTR seeks to offer value to customers through bundling, with estimated savings of over $1,100 per year. Investor Presentation Like peer Comcast ( CMCSA ), broadband internet subscribers remain a key focus for CHTR. Encouragingly, internet subscriber losses moderated during Q4 2025 with a decrease of 119K. This compares favorably to 177K internet customer losses during the prior year period. For reference...

According to William Blair, Palantir’s commercial operations are maintaining strong growth, and the company continues to see substantial engagement from U.S. government agencies. The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images) Businesses are expanding Palantir’s platform into new workflows, signaling rising adoption, the firm added. DiPalma anticipates the stock could surpass $200 within the next 12 months. Analysts expect the company to report a Q4 revenue of $1.34 billion and earnings per share (EPS) of $0.23. William Blair analyst Louie DiPalma has upgraded Palantir Technologies Inc. (PLTR) stock to ‘Outperform’ from ‘Market Perform’ ahead of the company’s fourth-quarter earnings to be reported after the closing bell on Monday. The firm cited valuation as the key reason for the upgrade, noting that the stock recently dropped roughly 30%, according to TheFly. Commercial Momentum And Government Support According to William Blair, Palantir’s commercial operations are maintaining strong growth, and the company continues to see substantial engagement from U.S. government agencies, including ongoing commitments from the Trump administration. Businesses are expanding Palantir’s platform into new workflows, signaling rising adoption, the firm added. While Palantir’s stock is still considered pricey, William Blair noted that it is comparatively more reasonable relative to recent private funding rounds in AI-focused companies. DiPalma anticipates the stock could surpass $200 within the next 12 months if Palantir continues its trajectory of growth and operational efficiency. Palantir stock traded over 2% higher on Monday morning. What Are Stocktwits Users Saying? On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels. PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m....

Key Points Despite the recent drop, silver prices have surged over the past year. Wheaton Precious Metals' streaming contracts enable it to buy silver at a low locked-in price. The company can generate significant cash in the coming years even if silver prices head lower. 10 stocks we like better than Wheaton Precious Metals › Until a few days ago, silver had been the hottest trade of the year. Its price spiked from about $70 an ounce at the start of the year to over $110 an ounce at its peak. People have been piling into precious metals due to concerns about inflation and government policy. However, with President Trump picking Kevin Warsh as the next Fed Chair (who appears less supportive of lower interest rates than other potential candidates), silver has lost some of its luster, tumbling into the low-$80s. That's still well above its year-ago level in the low-$30s. Higher silver prices are a boon for silver mining stocks. However, one company stands out for its ability to cash in on silver due to its rock-bottom costs: Wheaton Precious Metals (NYSE: WPM). Here's why it's my favorite silver investment right now. 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 » A unique way to invest in precious metals There are lots of ways to invest in precious metals like silver. You can buy jewelry, coins, bars, silver ETFs, and mining stocks. Each option has its benefits and drawbacks. Investing in a mining company, for example, enables you to potentially outperform the rise in the price of a precious metal like silver as the mining company increases its production and profitability at a higher rate than the metal's rise. However, mining stock investments have their drawbacks, as mine development cost overruns and other issues can cause an individual mining company to underperform the price of the metals they sell. Wheaton Precious Metals has a unique and l...

In trading on Friday, shares of Weis Markets, Inc. (Symbol: WMK) crossed above their 200 day moving average of $63.71, changing hands as high as $64.25 per share. Weis Markets, Inc. shares are currently trading up about 2.2% on the day. The chart below shows the one year performance of WMK shares, versus its 200 day moving average: Looking at the chart above, WMK's low point in its 52 week range is $58.75 per share, with $86.67 as the 52 week high point — that compares with a last trade of $64.14. Click here to find out which 9 other dividend stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The hydrogen company faces existential challenges. Plug Power (PLUG 2.13%), a developer of hydrogen charging technologies, went public in 1999 at an IPO price of $150, adjusted for a reverse split. Today, it trades at about $2. Is this green energy stock dead, or will it recover and deliver massive gains for its patient investors? What does Plug Power do? Plug initially planned to build hydrogen charging systems for entire homes. However, high infrastructure costs, regulatory challenges, and soft consumer demand derailed those plans, and it pivoted toward selling hydrogen cells, electrolyzers, and storage systems. Today, the company generates most of its revenue by selling fuel cells and charging systems for Amazon's (AMZN +2.25%) and Walmart's (WMT +2.69%) hydrogen-powered forklifts. Those two retail giants are also the company's largest investors. As of this writing, it's deployed 72,000 fuel cell systems and 275 fueling stations across the United States. Why did Plug Power's stock crash? Plug Power's revenue rose 40% in 2022 and 27% in 2023, but much of that growth was driven by acquisitions of two smaller cryogenic storage companies rather than by organic growth in its core hydrogen fuel cell, charger, and electrolyzer businesses. In 2024, its revenue declined 29% as the macro headwinds drove many companies to rein in their hydrogen projects. Its operating margin also plummeted from negative 97% in 2022 to negative 321% in 2024, which suggested its capital-intensive business was unsustainable. Expand NASDAQ : PLUG Plug Power Today's Change ( -2.13 %) $ -0.04 Current Price $ 2.07 Key Data Points Market Cap $2.9B Day's Range $ 2.04 - $ 2.15 52wk Range $ 0.69 - $ 4.58 Volume 900K Avg Vol 106M Gross Margin -7128.74 % Could Plug Power's stock bounce back? Despite those challenges, analysts expect Plug Power's revenue to rise 12% in 2025, then grow at a CAGR of 23% over the following two years as the macro environment stabilizes and the green hydrogen market expands. ...

Its business is built for longevity. When you invest in a stock today, you should consider whether you'd be comfortable holding on to it for at least 10 years. That's not always the case, even for some of the hottest stocks at the time. One tech stock that is primed to be a force for the next decade is Microsoft (MSFT 1.52%). It might not repeat its 730% gains from the past decade, but it has the tools to continue being a staple in long-term investors' portfolios (including mine). What makes Microsoft a no-brainer buy for the next 10 years is its diverse business compared to other big tech companies. Those companies may have multiple revenue streams, but many have one product or service that does most of the heavy lifting. Microsoft, on the other hand, has a handful of businesses that do a good job at holding their own and all contribute to the company's overall profits. It has its Office productivity tools (Excel, Teams, Outlook, etc.), its various artificial intelligence (AI)-related investments, the Windows operating system, cloud computing (Azure), hardware (Surface), gaming (Xbox and multiple video game studios), and social media (LinkedIn). Expand NASDAQ : MSFT Microsoft Today's Change ( -1.52 %) $ -6.54 Current Price $ 423.75 Key Data Points Market Cap $3.1T Day's Range $ 422.26 - $ 430.70 52wk Range $ 344.79 - $ 555.45 Volume 1.8M Avg Vol 27M Gross Margin 68.59 % Dividend Yield 0.80 % Having a diversified business allows Microsoft to maintain and keep growing if one segment hits a rough patch. And considering how important many of Microsoft's products and services are to the business world, I trust that the rough patches will be more like speed bumps than anything that would take away its long-term attractiveness. Speaking of rough patches, Microsoft's stock price is down roughly 11% so far in 2026 after the market expressed disappointment in its latest earnings report. This presents long-term investors with a good opportunity to buy into Microsoft's future ...

It’s time to think about shaking off winter and looking forward to spring. Whether it was a coastal Mediterranean town without the crowds or a southern European city that comes to life at this time of year, we’d love to hear about places you’ve discovered on your travels that can be reached by rail. Tell us what you got up to and why early spring is a great time to visit. The best tip of the week, chosen by Tom Hall of Lonely Planet wins a £200 voucher to stay at a Coolstays property – the company has more than 3,000 worldwide. The best tips will appear in the Guardian Travel section and website. Keep your tip to about 100 words If you have a relevant photo, do send it in – but it’s your words we will be judging for the competition. We’re sorry, but for legal reasons you must be a UK resident to enter this competition. The competition closes on Monday 9 February at 10am GMT Share your travel tip using the form below. Share your tip Share your travel tip using the form below. Please share your story if you are 18 or over, anonymously if you wish. For more information please see our terms of service and privacy policy Tell us here Your responses, which can be anonymous, are secure as the form is encrypted and only the Guardian has access to your contributions. We will only use the data you provide us for the purpose of the feature and we will delete any personal data when we no longer require it for this purpose. For alternative ways to get in touch securely please see our tips guide Enter your tip (maximum 100 words), including details of location, price and website Add a photograph if you wish (but it's the words we'll be judging) Optional Please note, the maximum file size is 5.7 MB . Choose file Your name First name only if you prefer Where do you live? This competition is only open to UK-based readers Email address By submitting your response, you are agreeing to share your details with us for this feature. Submit Please share your story if you are 18 or over, an...

Key Points President Donald Trump's recent nomination of Kevin Warsh as the next Fed chair has bolstered the U.S. dollar's value. At the same time, the nomination has led to a collapse in precious metal prices, which had been viewed as a hedge against U.S. dollar debasement. While Warsh has been critical of the Fed, many believe he will still be able to retain the Fed's independence. 10 stocks we like better than iShares Silver Trust › After months of market speculation, President Donald Trump finally announced Kevin Warsh as his nominee to serve as the next chair of the Federal Reserve. Many market watchers, who were concerned that Trump's next pick to lead the Fed may be too prone to influence from the 47th President, view Warsh as a safer choice than other alternative candidates previously discussed. 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 » Warsh became the youngest member ever to serve on the Fed's board of governors in 2006, serving until 2011. Warsh has also worked with legendary investor Stanley Druckenmiller, another reason the market is likely to have faith in his qualifications. While many cheered the nomination, the naming of Warsh on Friday also buoyed the U.S. Dollar and sent the prices of precious metals like gold and silver plummeting. Did Trump just pour cold water on the precious metals trade with his nomination of Warsh? SLV data by YCharts Fed's independence was a key part of the precious metals trade Since Trump took office, he has expressed frustration that the Fed has not lowered interest rates as fast as he would like. The U.S. is currently in the midst of an affordability crisis, where inflation has surged, many younger adults cannot afford housing, and wage growth has seemingly not kept pace with the cost of living, making it difficult for people to adequately save for retirement. The Trump administration has attem...

Sergio Delle Vedove Nike ( NKE ) announced on Monday that it is relaunching its All Conditions Gear line as a standalone outdoor performance brand. The updated line will sharpen the focus on trail running, hiking, and exploration while opening dedicated retail and expanding event partnerships. The reboot of the All Conditions Gear line will once again position Nike ( NKE ) as a lead innovation platform for trail athletes, anchored by products like the ACG Ultrafly and ACG Zegama trail shoes, plus new technical apparel such as the Radical AirFlow racing top and Lava Loft down jacket. As part of the reset, Nike Trail is being folded into All Conditions Gear, which will consolidate off-road running offerings under a single banner to better leverage Nike's ( NKE ) broader running technology and history. The brand is also formalizing its performance credibility through the All Conditions Racing Department, which is a 22-athlete trail team tasked with testing prototypes and feeding back insights for future product development. The updated line will also have a physical store presence after Nike ( NKE ) opens the first dedicated ACG Base Camp store in Beijing. Over the past five years, Nike ( NKE ) has focused on extending and sharpening sub-labels around performance and lifestyle territories rather than forming entirely new mass brands. The exception could be NikeSKIMS, which is being positioned as a new women's activewear brand in partnership with Skims ( SKIMS ). Shares of Nike ( NKE ) were unchanged in late Monday morning trading. More on Nike Nike: Too Little Room For Error Nike: Too Early To Call A Comeback Nike: On A Long And Winding Road To Recovery - Buy The world’s strongest brands in 2025, ranked Nike cuts 775 jobs amid automation push

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Anski/iStock Editorial via Getty Images Tesla, Inc. ( TSLA ) shares jumped to close out what was a tough month for the EV automaker. Friday’s 3.3% climb brought the now $1.6 trillion market cap Consumer Discretionary stock to just a 4% January decline. Helping CEO Elon Musk’s company were reports that the world’s richest person may look to merge Tesla with SpaceX ( SPACE ). Of course, the chances of such a megadeal are low, but it shows that even a rumor can lift the AI-related stock. Whether a Musk Inc. empire comes to fruition is anyone’s guess. My take? Don’t sell Elon short (literally and figuratively speaking). It could all be part of the plan to IPO SpaceX at a record amount, putting the spotlight on all the innovation that Musk intends on delivering to the world. Consolidated ventures would allow the perhaps soon-to-be trillionaire to align his focus, resources, and galactic ambitions. I had a buy rating on TSLA back in Q4 , shortly after third-quarter earnings were issued. Shares are up a solid 6% since then, outperforming the S&P 500 ( SP500 ) by about 3 percentage points. I had called for a year-end rally, and we indeed got that, but 2026 has been a rockier road. I reiterate a Buy rating and will provide a refreshed valuation and an updated technical view. TSLA: Outperforming Despite the Current Drawdown StockCharts.com In January, Tesla reported a solid set of quarterly results. Q4 non-GAAP EPS of $0.50 topped the Wall Street consensus forecast by a nickel, while revenue of $24.9 billion, down 3% from the same period a year earlier, was a small $140 million beat. Capex clocked in at $2.39 billion, up from $2.25 billion in Q3, while free cash flow per share dipped sequentially to $1.42. Shares traded lower by 3.5% in the session that followed, a reversal from a positive response after the Q3 report. Looking ahead to the April earnings event, the options market prices in a somewhat modest 6.7% earnings-related stock price swing when analyzing the at-the-mon...

Anski/iStock Editorial via Getty Images Tesla, Inc. ( TSLA ) shares jumped to close out what was a tough month for the EV automaker. Friday’s 3.3% climb brought the now $1.6 trillion market cap Consumer Discretionary stock to just a 4% January decline. Helping CEO Elon Musk’s company were reports that the world’s richest person may look to merge Tesla with SpaceX ( SPACE ). Of course, the chances of such a megadeal are low, but it shows that even a rumor can lift the AI-related stock. Whether a Musk Inc. empire comes to fruition is anyone’s guess. My take? Don’t sell Elon short (literally and figuratively speaking). It could all be part of the plan to IPO SpaceX at a record amount, putting the spotlight on all the innovation that Musk intends on delivering to the world. Consolidated ventures would allow the perhaps soon-to-be trillionaire to align his focus, resources, and galactic ambitions. I had a buy rating on TSLA back in Q4 , shortly after third-quarter earnings were issued. Shares are up a solid 6% since then, outperforming the S&P 500 ( SP500 ) by about 3 percentage points. I had called for a year-end rally, and we indeed got that, but 2026 has been a rockier road. I reiterate a Buy rating and will provide a refreshed valuation and an updated technical view. TSLA: Outperforming Despite the Current Drawdown StockCharts.com In January, Tesla reported a solid set of quarterly results. Q4 non-GAAP EPS of $0.50 topped the Wall Street consensus forecast by a nickel, while revenue of $24.9 billion, down 3% from the same period a year earlier, was a small $140 million beat. Capex clocked in at $2.39 billion, up from $2.25 billion in Q3, while free cash flow per share dipped sequentially to $1.42. Shares traded lower by 3.5% in the session that followed, a reversal from a positive response after the Q3 report. Looking ahead to the April earnings event, the options market prices in a somewhat modest 6.7% earnings-related stock price swing when analyzing the at-the-mon...

Paul Thomas Anderson’s counterculture comedy One Battle After Another continued its march to Oscars glory at the London Critics’ Circle film awards on Sunday evening, taking four awards, including best picture, director, screenplay and supporting actor for Sean Penn. In his speech to pick up the screenplay award, Anderson said he wanted to share the award with the Guardian’s Xan Brooks for his review of Brett Ratner’s Melania, which was published on Friday. “It was one of the best pieces of writing,” said Anderson. “Pretty damn good.” Elsewhere, category frontrunners Timothée Chalamet and Jessie Buckley won the leading actor and actress prizes for Marty Supreme and Hamnet, while Amy Madigan took best supporting actress for Weapons. The supporting acting gongs were the slight upsets in an evening which – where applicable – adhered to the awards narrative already mapped out this year. Cynthia Erivo received the Derek Malcolm award for Innovation for her career overall, while director Guillermo del Toro won the Dilys Powell award for Excellence in Film. BDSM biker romance Pillion was named British/Irish film of the year and its writer Harry Lighton British/Irish breakthrough of the year, while Josh O’Connor took British/Irish performer of the year. Sentimental Value was named foreign language film of the year, while The Perfect Neighbor took best documentary.

Palantir (PLTR) is set to report its fourth quarter earnings report after the bell Monday, and Wall Street expects another period of blowout results from the AI software firm. The company is expected to see earnings per share soar to $0.23 from $0.14 in the year-ago period, while revenue is expected to surge more than 60% to $1.3 billion, according to analyst estimates tracked by Bloomberg. While Palantir sells its enterprise software to both companies and governments, its sales to US businesses are expected to continue growing at a faster pace than its other segments, with revenue from commercial US sales projected to rise nearly 124% from the previous year to $479 million, per Bloomberg data. Still, analysts expect revenue from sales to the US government to account for the highest share — roughly 40% — of Palantir’s revenue. Wall Street sees its US government businesses bringing in $522 million in the fourth quarter, up nearly 52% from 2024. In November, Palantir's third quarter results topped analyst estimates, but the stock suffered as Wall Street questioned the company's stretched valuation. A recent sell-off in software equities has added pressure to Palantir shares as investors have worried over the possibility of AI displacing established software firms. PLTR shares are down more than 10% over the past month, tracking with a broader decline among industry players in the S&P 500 (^GSPC). William Blair analyst Louie DiPalma upgraded Palantir stock on Monday to Outperform from Market Perform, saying the recent sell-off has made the company’s valuation — which he noted is still "frothy" — “more reasonable” relative to others in the AI ecosystem. DiPalma added that the Trump administration “continues to go all-in with Palantir.” Though the company’s controversial partnership with ICE has drawn widespread criticism, the analyst said Palantir’s government work will likely amount to “a very strong December quarter.” Palantir shares are set to rise or fall 9% followi...

Palantir (PLTR) posted fourth quarter earnings and revenue above Wall Street’s expectations, bolstered by sales to the Trump administration and US businesses. The company’s revenue surged 70% from the year-earlier period to $1.4 billion, ahead of the $1.3 billion expected by Wall Street analysts tracked by Bloomberg. Its adjusted earnings per share rose to $0.25 from $0.14 during the previous year, above the projected $0.23. Palantir’s first quarter revenue guidance of $1.5 billion was also higher than the $1.3 billion estimated by analysts. And its full year revenue outlook of roughly $7.2 billion was above the expected $6.3 billion. The firm’s outperformance in the fourth quarter was boosted by its domestic sales. Palantir’s US commercial revenue surged 137% to $507 million — greater than the $479 million projected — and its US government revenue jumped 66% to $570 million — more than analysts’ estimate of $522 million for the segment. Palantir shares rose fractionally on Monday ahead of the results. The stock had suffered from a recent selloff in software equities and concerns over the company’s lofty valuation. PLTR shares are down roughly 12% over the past month, tracking with a broader decline among industry players in the S&P 500, as investors have worried over the possibility of AI displacing established software firms. During an interview with Yahoo Finance's Josh Lipton ahead of the results, CEO Alex Karp acknowledged that AI could pose a hurdle to software providers. “In tech, you only have a time horizon of a couple years. You can’t say we will never be disrupted," he said. "But we made investments in this tech years ago, all of which we thought would be valuable." Karp said "the products and the culture we have are ideally built for the time we are in now" and that Palantir is "a different species of company.” William Blair analyst Louis DiPalma upgraded Palantir stock Monday to Outperform from Market Perform, saying its drawdown has made the firm’s val...

Hong Kong authorities have found traces of a toxin in another five samples of Nestlé baby milk formula, marking the second such discovery since batches of the firm’s products were withdrawn over contamination fears. The Centre for Food Safety said on Monday night that during its ongoing follow-up investigations, five samples among 22 batches recalled earlier tested positive for the toxin cereulide, produced by the Bacillus cereus bacterium. The toxin levels ranged from 0.2 to 1.3 micrograms per kilogram of food. The samples involved were from the products Nan INFINIPRO2 7HMO (800g), Nan PRO 1 2HMO (800g) and Illuma LUXA 1 (800g), with batch numbers 53070742F1, 51670742F2 and 51190017C2, respectively. Advertisement It marked the second such discovery by the centre. It found traces of the toxin in five samples from four recalled batches more than two weeks after the products were removed from shop shelves. The centre had issued a warning in early January when the Swiss food giant’s Hong Kong unit began recalling 21 batches of milk formula products after similar actions were taken in several European countries. The number of affected batches later rose to 22. Advertisement Nestlé had said the recall was a precautionary measure taken after it was discovered that an ingredient from a supplier used in the affected batches could contain a heat-stable toxin derived from Bacillus cereus.

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Key Points Meta continues to allocate massive sums on AI-related capital expenditures, occasionally raising its forecasts. The business is very profitable, but investors should start to wonder if this spending will pay off. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) beat Wall Street estimates when it recently reported revenue of $59.9 billion and diluted earnings per share of $8.88 for Q4 2025 (ended Dec. 31). Shares of the social media and digital ad leader are up 9% this year (as of Jan. 29). And they have climbed 372% in the past 36 months. Here's one prediction for Meta Platforms in 2026. 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 » Image source: Getty Images. The spending will keep increasing Throughout 2025, Meta consistently raised its forecast for full-year capital expenditures (capex). In January 2025, the leadership team predicted that the company would spend $60 billion to $65 billion on capex, mainly for data centers, servers, and chips to fuel artificial intelligence (AI) efforts, last year. Now that Meta just revealed its latest financials, we know the business ended up with a much higher $72 billion in capex. Executives see capex surging to a range of $115 billion to $135 billion this year. I expect we'll see a similar dynamic play out throughout 2026, with this initial forecast being bumped up on occasion. Based on recent trends, this looks like an easy prediction to make. Meta spent $28 billion on capex in 2023. It has risen significantly each year since. Founder and CEO Mark Zuckerberg is going all-in on AI, with a goal to introduce personal superintellignece. The company is sparing no expense. While Meta is extremely profitable, collecting $44 billion in free cash flow in 2025, it's time for investors to be critical that all this spending will pay off. Should you buy stock in Meta Platforms right now? Before you buy stock in ...

Oracle (ORCL) Plans Major $50B Financing for 2026 Cloud Expansio GuruFocus

(RTTNews) - Manufacturing activity in the U.S. unexpectedly expanded for the first time in 12 months in January, according to a report released by the Institute for Supply Management on Monday. The ISM said its manufacturing PMI jumped to 52.6 in January from 47.9 in December, with a reading above 50 indicating growth. Economists had expected the index to inch up to 48.5. The bigger than expected increase by the headline partly reflected a significant turnaround by new orders, as the new orders index surged to 57.1 in January from 47.4 in December, reaching its highest level since February 2022. The production index also shot up to 55.9 in January from 50.7 in December, which was also the highest level since February 2022. The report also said the employment index rose to 48.1 in January from 44.8 in December, although the reading below 50 still indicates a decrease in jobs. On the inflation front, the prices index crept up to 59.0 in January from 58.5 in December, indicating a modest acceleration in the pace of price growth. The ISM is scheduled to release a separate report on service sector activity in the month of January on Wednesday. The services PMI is expected to dip to 53.3 in January from 54.4 in December. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.