STORY: China has reportedly given its top AI startup DeepSeek approval to buy Nvidia's H200 AI chips. That's according to two sources who added that regulatory conditions were still being finalised. Reuters reported on Wednesday, citing sources, that ByteDance, Alibaba and Tencent had been given permission to buy more than 400,000 H200 chips in total. Nvidia CEO Jensen Huang told reporters on Thur...
STORY: China has reportedly given its top AI startup DeepSeek approval to buy Nvidia's H200 AI chips. That's according to two sources who added that regulatory conditions were still being finalised. Reuters reported on Wednesday, citing sources, that ByteDance, Alibaba and Tencent had been given permission to buy more than 400,000 H200 chips in total. Nvidia CEO Jensen Huang told reporters on Thursday that his company hadn't received such information. He added he believed China was still finalising the licence. Nvidia didn't respond to a request for comment on DeepSeek's approval. China's Ministry of Industry and Information Technology, Ministry of Commerce and NDRC did not answer requests for comment either. DeepSeek rattled the global tech sector early last year by rolling out AI models that cost a fraction of those being developed by U.S. rivals like OpenAI. The H200 is Nvidia's second most powerful AI chip. And has emerged as a major flashpoint in U.S.-China relations.
(RTTNews) - After recovering from an early sell-off to end the previous session mostly lower but well off their worst levels, stocks are likely to move back to the downside in early trading on Friday. The major index futures are currently pointing to initial weakness on Wall Street, with the S&P 500 futures down by 0.6 percent. Renewed concerns about inflation may weigh on the markets after the La...
(RTTNews) - After recovering from an early sell-off to end the previous session mostly lower but well off their worst levels, stocks are likely to move back to the downside in early trading on Friday. The major index futures are currently pointing to initial weakness on Wall Street, with the S&P 500 futures down by 0.6 percent. Renewed concerns about inflation may weigh on the markets after the Labor Department released a report showing producer prices increased by much more than expected in the month of December. The Labor Department said its producer price index for final demand climbed by 0.5 percent in December after rising by 0.2 percent in November. Economists had expected producer prices to rise by another 0.2 percent. The report also said producer prices in December were up by 3.0 percent compared to the same month a year ago, unchanged from November. The annual rate of growth was expected to slow to 2.7 percent. New tariff threats from President Donald Trump may also generate negative sentiment, with the president threatening Canada with a 50 percent tariff on all aircraft sold in the U.S. over its refusal to certify certain Gulfstream jets. Trump also signed an executive order that would impose tariffs on any goods from countries that sell or provide oil to Cuba. Previously, the futures had recovered from an overnight slump after Trump announced his intent to nominate former Federal Reserve Governor Kevin Warsh to succeed Fed Chair Jerome Powell. Dan Coatsworth, head of markets at AJ Bell, noted the choice of Warsh may be seen as a positive sign in terms of Fed independence, as he is "perceived as a more orthodox choice versus some of the other mooted names." Following a nosedive seen early in the session, stocks showed a substantial recovery attempt over the course of the trading day on Thursday. The major averages climbed well off their worst levels of the day, with the Dow reaching positive territory. The Dow ended the day up 55.96 points or 0.1 percent...
Innodata Inc. (INOD) shares ended the last trading session 14.4% higher at $63.86. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 9.6% gain over the past four weeks. The stock recorded this price increase after Innodata announced that it was selected to offer high-quality training data and data engineeri...
Innodata Inc. (INOD) shares ended the last trading session 14.4% higher at $63.86. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 9.6% gain over the past four weeks. The stock recorded this price increase after Innodata announced that it was selected to offer high-quality training data and data engineering services to Palantir Technologies. This partnership highlights the rapid demand for high-quality data engineering capabilities with the rising need to deploy AI. This company is expected to post quarterly earnings of $0.22 per share in its upcoming report, which represents a year-over-year change of -29%. Revenues are expected to be $69.74 million, up 17.9% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Innodata, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on INOD going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Innodata is part of the Zacks Technology Services industry. Bitdeer Technologies Group (BTDR), another stock in the same industry, closed the last trading session 5.1% lower at $13.26. BTDR has returned 24.6% in the past month. BITDEER TEC GRP's consensus EPS estimate for the upcoming report has changed +7.7% over the past month to -$0.14. Compared to the company's year-ago EPS, this represents a change of +95.7%. BITDEER TEC GRP currently boasts a Zacks Rank of #2 (Buy). Want the latest re...
M. Suhail/iStock Editorial via Getty Images Charter Communications ( CHTR ) on Friday reported a strong profit beat for the fourth quarter and reported better-than-expected subscriber metrics. Shares of the company are up nearly 10% before before the opening bell. Internet customers, excluding small businesses, fell by 119,000 in Q4, which is better than the Bloomberg consensus estimate of 134,369...
M. Suhail/iStock Editorial via Getty Images Charter Communications ( CHTR ) on Friday reported a strong profit beat for the fourth quarter and reported better-than-expected subscriber metrics. Shares of the company are up nearly 10% before before the opening bell. Internet customers, excluding small businesses, fell by 119,000 in Q4, which is better than the Bloomberg consensus estimate of 134,369 losses. At the end of the quarter, Charter had 29.61M residential customer relationships, which was above the estimate of 28.70M. The company had 58.40M estimated passings as of December 31, beating the estimates of 58.37M. Total mobile lines increased by 428,000 but were short of expectations of 486,579. Total residential video customer additions, excluding small businesses, were 49,000 vs. 110,000 losses for the same period a year ago. Residential voice customer losses were also lower at 140,000 when compared to 274,000 losses last year. Adjusted EBITDA was $5.69B with a margin of 41.8%; both were above the consensus estimates. Wells Fargo, in their immediate reaction to the report, praised the company's beat on EBITDA with solid cost management and video additions. They noted that broadband trends remain worrying longer term, but cost controls and a stable capex outlook should offset those worries. "Resi video subs grew in 4Q25 at +49mm, breaking a streak of losses that goes back >8 years (excl. COVID). We think CHTR's video strategy could be a critical driver to EBITDA stabilization if trends continue," the research firm said in their flash commentary. Net income for the quarter fell to $1.33B from $1.47B a year ago. On a per-share basis, the Stamford, Connecticut-based company earned $10.34, beating the average analyst expectation by 46 cents. Revenue fell 2.4% to $13.6B and was below the estimate of $13.73B. For 2026, the company said capital expenditures are expected to be about $11.4B. More on Charter Communications Charter Communications, Inc. (CHTR) Presents at U...
Hispanolistic/E+ via Getty Images One very interesting company that, 20 years ago, I would have thought never would have had potential, is Uber Technologies ( UBER ). The very concept back then of hopping into a car with a stranger, even if they are verified by technology, would have been very foreign. But that's why the company was able to be so successful. It tapped into a big need and the exist...
Hispanolistic/E+ via Getty Images One very interesting company that, 20 years ago, I would have thought never would have had potential, is Uber Technologies ( UBER ). The very concept back then of hopping into a car with a stranger, even if they are verified by technology, would have been very foreign. But that's why the company was able to be so successful. It tapped into a big need and the existence of slack resources. And over time, it has grown rapidly. The business continues to do so today, with revenue expanding as user adoption grows. And for many investors, this is viewed as a prime prospect. I, on the other hand, have viewed it lately as more of a ‘hold’ candidate than anything else. This is only because of how expensive shares are. As a value investor, the price that I pay is important. Having said that, the market has disagreed with my overall assessment since I originally rated it a ‘hold’ candidate back in July of 2020. In that time, the stock has jumped 158.5%. That is measurably better than the 120.7% that the S&P 500 saw over the same window of time. Even though the market has been more optimistic about the company than I have been, I don't think that my overall assessment here is off. While the stock is cheaper than shares of other similar firms, it is still rather pricey. And that justifies, in my view, a more cautious approach even though financial performance will almost certainly continue expanding. Of course, I am willing to admit that I could be wrong. That will be based on data and nothing more. It just so happens that, on February 4th, before the market opens, the management team at Uber Technologies will be announcing financial results for the final quarter of the company's 2025 fiscal year. Leading up to that point, there is the expectation of continued strong growth. But that is only in relation to revenue, not profits. If management can come out with stellar financial performance and reassure investors that the future is bright, I could ...
My top 10 things to watch Friday, Jan. 30 1. The S & P 500 was headed for a lower open. But stocks trimmed their declines after President Donald Trump nominated Kevin Warsh to be the new chair of the Federal Reserve. The Friday morning selection of Warsh was likely to ease concerns about Fed independence, and recently soaring gold and silver prices sank. The new Fed chief faces a tough balancing a...
My top 10 things to watch Friday, Jan. 30 1. The S & P 500 was headed for a lower open. But stocks trimmed their declines after President Donald Trump nominated Kevin Warsh to be the new chair of the Federal Reserve. The Friday morning selection of Warsh was likely to ease concerns about Fed independence, and recently soaring gold and silver prices sank. The new Fed chief faces a tough balancing act on the dual mandate of fostering employment and keeping prices stable. This morning, the producer price index, the latest read on inflation, came in higher than expected for December. 2. Club holding Apple posted a terrific quarter last night. Demand for the iPhone was great and the services unit was strong. The China market was fantastic, but watch India as it grows. Will the memory shortage cause a problem for the company? It will, but it will be an even bigger problem for all the non-subsidized players. Own, don't trade Apple, whose stock was solidly higher for the week and set to break an eight-week losing streak. 3. Red-hot stock Sandisk soared another 22% this morning after the data storage company reported a tremendous quarter. As of yesterday's close, Sandisk stock was up an incredible 175% year to date. Goldman Sachs hiked its price target to $700 from $320. Analysts see more upside for the stock after guidance significantly beat already sky-high expectations. Bernstein took its PT to $1,000 from $580 for the same reason. Citi, Morgan Stanley and Jefferies all hiked as well. 4. Wolfe Research upgraded Broadcom to a buy from hold. Analysts, who issued a $400 price target, said artificial intelligence revenue in 2027 could double for the chipmaker. "We can no longer ignore" the company's growth in tensor processing units, the firm wrote. It's welcomed news. This Club stock has been lagging as there is no shortage. 5. Club name Honeywell received a price target increase from Barclays. Analysts took the industrial stock up to $259 from $250 and kept a buy rating. Wi...
The tech giant’s cloud-computing unit, Azure, posted a 38% growth, below the 39% increase in the same period last year. In this photo illustration, a Microsoft Azure logo is seen displayed on a smartphone with a Microsoft logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images) The tech giant reported its second-quarter (Q2) results on Wednesday, posting...
The tech giant’s cloud-computing unit, Azure, posted a 38% growth, below the 39% increase in the same period last year. In this photo illustration, a Microsoft Azure logo is seen displayed on a smartphone with a Microsoft logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images) The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14, both exceeding estimates. Deutsche Bank and BMO capital analysts said Azure growth and guidance fell short of market expectations. Stifel analyst Brad Reback increased his price target to $540 from $520, keeping a ‘Buy’ rating. Microsoft Corp. (MSFT) stock is drawing attention on Friday as retail investors remain optimistic about its growth despite it tumbling 10% on Thursday, its biggest fall since 2020. The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14. Both revenue and EPS exceeded the analysts’ consensus estimate of $80.25 billion and $3.95, respectively, according to Fiscal AI data. However, the stock fell as the company’s cloud-computing unit, Azure, reported a 38% growth, below the 39% increase in the same period last year. In Friday’s premarket, Microsoft stock inched 0.8% higher. What Are Stocktwits Users Saying? On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels. MSFT’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 30, 2026 | Source: Stocktwits A Stocktwits user believes Microsoft’s price decline is a gift to investors. Another user expressed optimism about the stock’s long-term potential. One user called the company’s current valuation multiple fair. How Did The Street React? Deutsche Bank analyst Brad Zelnick lowered Microsoft’s price target to $575 from $630 but retained a ‘Buy’ rating, according to TheFl...
We Are Stock index futures were lower on Friday as investors continued to digest a wave of corporate earnings as the selloff looked to deepen. Here are four stocks to watch on the day: SoFi Technologies ( SOFI ) stock surged 6% in Friday premarket trading after the fintech bank posted strong Q4 results. The company reported robust loan growth and new member additions, while issuing 2026 guidance t...
We Are Stock index futures were lower on Friday as investors continued to digest a wave of corporate earnings as the selloff looked to deepen. Here are four stocks to watch on the day: SoFi Technologies ( SOFI ) stock surged 6% in Friday premarket trading after the fintech bank posted strong Q4 results. The company reported robust loan growth and new member additions, while issuing 2026 guidance that topped Wall Street consensus estimates. Verizon ( VZ ) shares rose 2.7% in premarket trading after the telecommunications giant reported top-and-bottom-line beats for the fourth quarter. The company also provided a robust outlook for the full year and posted strong additions for postpaid phone subscribers. Exxon Mobil ( XOM ) slipped 1.5% in premarket trading Friday after narrowly beating Wall Street expectations for Q4 adjusted earnings. Shares had hit an all-time intraday high of $142.34 in the previous session and have gained 16% so far in January. Johnson & Johnson ( JNJ ) was largely flat in premarket trading. This comes after a New Jersey federal judge dismissed a lawsuit claiming the company engaged in fraud by using bankruptcy to settle tens of thousands of cases alleging its talc-based baby powder and other products caused cancer. More Related Stories SoFi: The $3B Question Heading Into Q4 2025 Earnings Johnson & Johnson: Strong Momentum Heading Into 2026 Exxon: Oil Is Everywhere, Energy Isn't (Earnings Preview) SoFi stock jumps after Q4 earnings beat; 2026 guidance exceeds consensus Exxon's Q4 earnings decline Y/Y as production slips; full-year output reaches 40-year high
HJBC The European Medicine Association's Committee for Medicinal Products for Human Use has given a positive recommendation for conditional approval to Sanofi's ( SNY ) chronic graft-versus-host disease treatment Rezurock (belumosudil). The recommendation is for use of Rezurock when other treatments have failed or have provided limited benefit. The positive outcome comes CHMP issued a negative opi...
HJBC The European Medicine Association's Committee for Medicinal Products for Human Use has given a positive recommendation for conditional approval to Sanofi's ( SNY ) chronic graft-versus-host disease treatment Rezurock (belumosudil). The recommendation is for use of Rezurock when other treatments have failed or have provided limited benefit. The positive outcome comes CHMP issued a negative opinion in October 2025. Sanofi has agreed to conduct a confirmatory post-marketing study. The recommendation was based on results from the randomized phase 2 ROCKstar that found durable responses with Rezurock for patients after stem cell transplant and at least two prior lines of systemic therapy. More on Sanofi Sanofi (SAN:CA) Q4 2025 Earnings Call Transcript Sanofi 2025 Q4 - Results - Earnings Call Presentation Sanofi (SAN:CA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Sanofi anticipates profitable growth to continue over at least five years Sanofi Non-GAAP EPS of €1.53 beats by €0.06, revenue of €11.3B beats by €170M; issues FY26 outlook
US wholesale inflation increased in December by more than forecast as the producer price index rose 0.5% after a 0.2% gain in the prior month, reflecting higher costs for services. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)
US wholesale inflation increased in December by more than forecast as the producer price index rose 0.5% after a 0.2% gain in the prior month, reflecting higher costs for services. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)
carlofranco/iStock via Getty Images Shares of Beazer Homes USA ( BZH ) have been a poor performer over the past year, losing about 10% of their value. The homebuilder has struggled amidst a weak US housing market, which has made its expansion efforts more questionable. Plus, its balance sheet carries more debt than most peers, leaving the company more exposed to a prolonged downturn. These concern...
carlofranco/iStock via Getty Images Shares of Beazer Homes USA ( BZH ) have been a poor performer over the past year, losing about 10% of their value. The homebuilder has struggled amidst a weak US housing market, which has made its expansion efforts more questionable. Plus, its balance sheet carries more debt than most peers, leaving the company more exposed to a prolonged downturn. These concerns left me negative on shares when I last covered them in October , and since then they lost 4% while the market gained 3%, justifying my “sell” rating. On Thursday, these concerns came to fruition, and shares plunged another 10% on earnings. With updated financials and more optimism surrounding the housing market, now is a good time to revisit Beazer. Seeking Alpha Weak demand pressures margins In the company’s fiscal first quarter , Beazer Homes lost $0.90, about $0.41 worse than expected as revenue dropped over 22% to $363 million. This excludes a $0.23 litigation charge. The drop in revenue was entirely due to fewer deliveries, as its sales price rose 1% to $514k. This increase was due to mix shift as more sales occur in higher priced areas, and on a like-for-like basis, the company is not raising prices. BZH reported an $11 million EBITDA loss, down from a $23 million gain last year. Given weaker demand, BZH was forced to rely on incentives and absorb any tariff-related costs, driving gross margins down 420bps to 14%. I view levels below 20% as decidedly unhealthy. SG&A rose 390bps to 17.9% as the company cannot scale down operating costs as quickly as revenue has fallen. Management is seeking to make incremental margin gains across the year, though I expect this will be a challenge. Its growth strategy is questionable Unfortunately, we are not yet seeing signs that demand is turning in a material fashion. New orders were weak at 763, down 18% from last year, suggesting that lower mortgage rates are not doing anything yet to boost demand. BZH is now generating just 1.5 ...
DNY59/E+ via Getty Images Written by Austin Rogers for High Yield Investor As always, there is plenty of noise about the potential for short-term inflation from tariffs, fiscal stimulus from tax cuts, and deficit spending from various governments around the world. But the long-term trajectory of global inflation is poised to be significantly suppressed by three potent macroeconomic forces: Minimal...
DNY59/E+ via Getty Images Written by Austin Rogers for High Yield Investor As always, there is plenty of noise about the potential for short-term inflation from tariffs, fiscal stimulus from tax cuts, and deficit spending from various governments around the world. But the long-term trajectory of global inflation is poised to be significantly suppressed by three potent macroeconomic forces: Minimal money supply growth Slowing population growth and aging demographics The transformative impact of artificial intelligence and automation While short-term factors often dominate current price trends, these three structural shifts are coming together to fundamentally restrain both the demand-side capacity for price increases and the cost-push necessity for them. As such, our long-term macro outlook remains the same. While we can't predict any particular quarter or year, we are persuaded that the overall trajectory will be toward slower GDP growth, lower inflation, and lower interest rates. 1. Minimal Money Supply Growth Like everything in economics, inflation is fundamentally a function of supply and demand. When overall demand exceeds overall supply, there will be resulting price increases in some goods or services. In other words, inflation comes from "too much money chasing too few goods [and services]." And one of the primary elements of demand is the money supply, because the money supply is a proxy for the aggregate purchasing power in circulation. When growth in the money supply is low, it likewise suppresses the growth in the aggregate purchasing power of businesses and consumers, which in turn tends to keep inflation low. On the other hand, when money supply growth is high, it means that the aggregate purchasing power is rising rapidly, which typically facilitates price increases. More specifically, what matters is growth in the money supply faster than growth in the production of goods and services. Generally speaking, the more money is in circulation in the econom...
Key Points Canopy Growth's stock has been in a seemingly endless tailspin in recent years. It has, however, had brief periods where it has rallied, sometimes even after earnings. Poor fundamentals and a troubling outlook make this a highly risky stock to invest in today. 10 stocks we like better than Canopy Growth › Canadian-based pot producer Canopy Growth (NASDAQ: CGC) is coming off another toug...
Key Points Canopy Growth's stock has been in a seemingly endless tailspin in recent years. It has, however, had brief periods where it has rallied, sometimes even after earnings. Poor fundamentals and a troubling outlook make this a highly risky stock to invest in today. 10 stocks we like better than Canopy Growth › Canadian-based pot producer Canopy Growth (NASDAQ: CGC) is coming off another tough year on the markets. In 2025, its share price collapsed by 58%, and the year before that, it was down a staggering 46%. Things have gone from bad to worse for the business over the years, as it has struggled to grow, and hopes of the U.S. legalizing marijuana simply haven't come to fruition. But with so much bad news baked into its share price already, it may potentially make for an appealing buy for contrarian investors. Next week, on Feb. 6, Canopy Growth reports its third-quarter earnings for fiscal 2026 -- should you buy the pot stock before then? 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 » Could earnings give Canopy Growth's stock a boost? While shares of Canopy Growth have been on a downward trajectory for multiple years, there have been periods of bullishness along the way. And the last time it posted earnings in November, the stock experienced a brief boost. While large positive earnings surprises aren't the norm for a company that has been struggling with profitability and organic growth, that doesn't mean Canopy Growth still can't outperform expectations -- a key determinant in which direction the stock goes in after earnings. In its most recent earnings report, which went up until the end of September, Canopy Growth reported cannabis net revenue of 51 million Canadian dollars, which rose 12% compared to the previous year. The company also drastically reduced its net loss from CA$128.3 million to just CA$1.6 million as it incurred less im...
The cost of wholesale goods and services rose sharply at the end of last year, underscoring the battle against inflation is far from over as President Trump gets set to name a new chairman of the Federal Reserve.
The cost of wholesale goods and services rose sharply at the end of last year, underscoring the battle against inflation is far from over as President Trump gets set to name a new chairman of the Federal Reserve.