Introduced by an unsupervised Lee Anderson, the byelection candidate was out of his depth immediately An idiot’s guide to running a byelection campaign. First, know your constituency boundaries. Sometimes easier said than done. On Tuesday morning Lee Anderson was to be found doing a photo op for the Gorton and Denton byelection by posing outside the Stanley hotel. Which just happens to be in Angel...
Introduced by an unsupervised Lee Anderson, the byelection candidate was out of his depth immediately An idiot’s guide to running a byelection campaign. First, know your constituency boundaries. Sometimes easier said than done. On Tuesday morning Lee Anderson was to be found doing a photo op for the Gorton and Denton byelection by posing outside the Stanley hotel. Which just happens to be in Angela Rayner’s constituency. Shame that someone pointed out Anderson’s mistake. He could happily have spent the next four weeks knocking on the wrong doors. Not that Lee was in any way apologetic. He quickly tweeted that the photo which he had posted clearly showed he was in the right place. Go figure. Maybe it was just the camera that moved. In any case, Reform are happy bunnies these days. Thrilled with the defections of Nadhim Zahawi , Robert Jenrick , Suella Braverman and … er, Andrew Rosindell . It’s almost as if they have no quality control. All failed Tories. They also can’t believe their luck that Keir Starmer and Andy Burnham are locked in a death spiral . A three-way marginal seat had just become a whole lot more winnable. Continue reading...
JHVEPhoto/iStock Editorial via Getty Images Shares of HCA Healthcare, Inc. ( HCA ) have been a strong performer over the past year, gaining over 40%. The company has used buybacks to aggressively reduce share count while also steadily expanding operating margins, creating a favorable environment for shares. A solid Q4 and 2026 outlook sent shares surging another 7% in early trading on Tuesday. I l...
JHVEPhoto/iStock Editorial via Getty Images Shares of HCA Healthcare, Inc. ( HCA ) have been a strong performer over the past year, gaining over 40%. The company has used buybacks to aggressively reduce share count while also steadily expanding operating margins, creating a favorable environment for shares. A solid Q4 and 2026 outlook sent shares surging another 7% in early trading on Tuesday. I last covered shares in October , when I rated the stock a “ H old” given strong operating performance but looming policy headwinds as Medicaid and lower ACA subsidies may begin to impact visits and bad debt expense. Since then, shares have continued to rally, adding 16% and surpassing my $450 price target for profit taking. With updated financials and such strong performance, now is a good time to revisit HCA to determine the appropriate next step for investors. Seeking Alpha Margin Benefits May Be Nearing Their Peak In the company's fourth quarter , HCA earned $8.01, blowing past estimates by $0.53 as revenue grew by 7% to $19.5 billion. For the full year, HCA earned $28.33 on revenue of $75.6 billion. In Q4, adjusted EBITDA was up 11% to $4.1 billion as margins expanded to 21% from 20%; this growth was slightly flattered by the fact Q4 of last year was negatively impacted by hurricanes. Still, same-facility admissions were up a strong 2.4%. Revenue per admission was up 2.9%, reflecting a strong pricing environment. Salaries and benefits were just 42.8% of revenue, a 50bp improvement from last year. Increased utilization of its system, given higher admissions, drove some of this. Additionally, a looser labor market has helped to alleviate wage pressures, allowing HCA to recapture margin. This has been the case for about two years now, and I do believe the vast majority of this benefit has occurred. Still, the labor market is sluggish; there may be room for a slight reduction in labor costs in 2026. Payer mix is a critical factor to consider in the hospital sector, as hospit...
Meta Platforms, Inc. (NASDAQ: META ) is one of the AI Stocks in Focus on Wall Street. On January 26, KeyBanc analyst Justin Patterson lowered the price target on the stock to $835.00 (from $875.00) while maintaining an Overweight rating. The firm anticipates META to benefit from AI product cycles in 2026 alongside Alphabet (GOOGL). We believe OW-rated Alphabet (raise PT to $360) and OW-rated Meta ...
Meta Platforms, Inc. (NASDAQ: META ) is one of the AI Stocks in Focus on Wall Street. On January 26, KeyBanc analyst Justin Patterson lowered the price target on the stock to $835.00 (from $875.00) while maintaining an Overweight rating. The firm anticipates META to benefit from AI product cycles in 2026 alongside Alphabet (GOOGL). We believe OW-rated Alphabet (raise PT to $360) and OW-rated Meta (lower PT to $835) should benefit from AI product cycles in 2026. While Alphabet’s AI upside is increasingly reflected in its valuation, KeyBanc noted how Meta’s shares price in investment and ROI concerns. The divergence is evident in Meta’s valuation, currently trading at its widest P/E discount to Alphabet (GOOGL) since 2002. Looking ahead, the firm anticipates revenue forecasts for both companies to remain ahead of consensus estimates. With our 2026E/2027E revenue estimates ahead of consensus for both GOOGL (1%/3%) and META (1%/2%), our view is both stocks can work over the year. As such, the near-term sentiment on Meta remains argumentative due to concerns about spending levels. Investors fear that operating expenses could exceed $160 billion. The firm’s own model projects $157 billion in operating expenses and $120 billion in capital expenditures. Nevertheless, Keybanc sees product momentum in the spring supporting stronger revenue growth into 2027. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks on Market Radar and 10 AI Stocks Analysts Are Watching Disclosure: None.
Key Points Starbucks' comparable-store sales trends have been improving. The company's earnings and operating margin declined sharply year over year in the most recent quarter. At around 40 times forward earnings, a successful turnaround may already be priced in. 10 stocks we like better than Starbucks › Starbucks (NASDAQ: SBUX) is up about 14% year to date as of this writing -- a sharp move for a...
Key Points Starbucks' comparable-store sales trends have been improving. The company's earnings and operating margin declined sharply year over year in the most recent quarter. At around 40 times forward earnings, a successful turnaround may already be priced in. 10 stocks we like better than Starbucks › Starbucks (NASDAQ: SBUX) is up about 14% year to date as of this writing -- a sharp move for a coffeehouse chain that spent much of the last year working through slower traffic and cost pressure. But there are some initial signs of Starbucks' turnaround taking hold. So, is now the time to buy? After all, the company's comparable store sales turned positive in fiscal Q4. 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 » Or has the stock's rebound already gone too far, making it too late for investors who didn't buy on the recent dip to get in on Starbucks shares? Early signs of progress Starbucks' turnaround efforts are starting to show up in the numbers. In fiscal Q4 2025, Starbucks said revenue rose 5% year over year to $9.6 billion -- a small acceleration from fiscal Q3 2025, when revenue rose 4% to $9.5 billion, and a meaningful acceleration of 2% growth in fiscal Q2. Further, the coffee company's North America comparable-store sales were flat in fiscal Q4 2025 -- an improvement from a 2% decline in fiscal Q3. But traffic at its stores, evident by a 1% decline in comparable transactions, was still moving in the wrong direction. However, even this was arguably good news, because it represents a huge improvement over the 3% decline in comparable transactions in North America in fiscal Q3 and a 4% decline in fiscal Q2. Starbucks' international business has been performing better. Fiscal Q4 international comparable store sales rose 3% year over year. But this geographic segment has a different struggle: declining ticket sizes. Starbucks' international business benefited from a 6% inc...
Sundry Photography/iStock Editorial via Getty Images Cloudflare ( NET ) shares had jumped 12% by noon trading on Tuesday, following reports of an AI chatbot running on Cloudflare's infrastructure that had gone viral. This followed Cloudflare's 10% run-up during Monday trading. The AI assistant, originally named Clawdbot, was renamed to Moltbot on Tuesday after Anthropic ( ANTHRO ) asked the bot's ...
Sundry Photography/iStock Editorial via Getty Images Cloudflare ( NET ) shares had jumped 12% by noon trading on Tuesday, following reports of an AI chatbot running on Cloudflare's infrastructure that had gone viral. This followed Cloudflare's 10% run-up during Monday trading. The AI assistant, originally named Clawdbot, was renamed to Moltbot on Tuesday after Anthropic ( ANTHRO ) asked the bot's creator, Peter Steinberger, to change the name due to potential trademark issues, according to Forbes . Moltbot is an open-source AI agent built on Anthropic's Claude models. Its connection to Cloudflare stems from the fact that as these agents scale, they require secure and low-latency infrastructure. Cloudflare's global edge network provides this necessary support. "We believe Cloudflare's price surge is being caused by increasing awareness of Cloudflare's role in AI infrastructure due to social media discussions related to an open-source AI assistant built on Anthropic's Claude model, Clawdbot," said TD Cowen analyst Shaul Eyal in an investor note. "The focus of the interest is Cloudflare Tunnel, which allows developers to connect locally run tools such as AI agents on the internet without exposing their servers," Eyal added. Moltbot functions as a digital helper. It can perform tasks such as managing a user's inbox and calendar, drafting messages, checking travelers in for flights, and writing code, all with minimal prodding. It can run within a wide array of applications, such as Meta's ( META ) WhatsApp, Discord ( DSCD ), Salesforce's ( CRM ) Slack, Microsoft ( MSFT ) Teams, Apple's ( AAPL ) iMessage, Spotify ( SPOT ), Canvas, OpenAI's ( OPENAI ) ChatGPT, xAI's ( X.AI ) Grok, and dozens more. More on Cloudflare and Anthropic Cloudflare's Quiet Enterprise Inflection Cloudflare: Crashing Back To Reality Cloudflare's Growth Story Warrants A Buy (Rating Upgrade) OpenAI CEO says ICE has 'gone too far,' Anthropic CEO calls it a 'horror' Zoom in focus as Wedbush ups price ta...
JHVEPhoto/iStock Editorial via Getty Images Tesla ( TSLA ) has inked a deal with Pilot Travel Centers to install heavy-duty electric truck charging stations at certain Pilot stations along major trucking routes in California, Georgia, Nevada, New Mexico, and Texas, where the need for charging is highest. “Heavy-duty charging is yet another extension of our exploration into alternative fuel offerin...
JHVEPhoto/iStock Editorial via Getty Images Tesla ( TSLA ) has inked a deal with Pilot Travel Centers to install heavy-duty electric truck charging stations at certain Pilot stations along major trucking routes in California, Georgia, Nevada, New Mexico, and Texas, where the need for charging is highest. “Heavy-duty charging is yet another extension of our exploration into alternative fuel offerings, and we’re happy to partner with a leader in the space that provides turnkey solutions and deploys them quickly,” said Shannon Sturgil, senior vice president of alternative fuels at Pilot. The charging stations will initially only accommodate Tesla ( TSLA ) semis but may be expanded in the future to be compatible with other heavy-duty EVs. Construction on the charging network will begin in the first half of 2026 and is expected to be ready for use by this summer. With more than 900 travel centers in 44 U.S. states and six Canadian provinces, Pilot has the largest network of travel centers in North America. More on Tesla Tesla Set To Redefine TAAS (Transport-As-A-Service) Tesla: Autonomy Stack Isn't Ready To Justify Valuation (Rating Downgrade) Tesla: Robotaxi Storm Clouds To Rain On Parade Tesla struggles in Europe as BYD surges past EV sales Tesla earnings preview: Updates on AI5, Optimus production, and full autonomy in Austin are key
Silver’s record-breaking rally is being supported by swelling physical demand combined with speculative interest in a relatively illiquid market, with signs that buyers in China are leading the drive. US natural gas declined in thin trading as forecasts shifted warmer, partly retreating from the past week’s historic rally as freezing temperatures pushed up heating demand across the country and dis...
Silver’s record-breaking rally is being supported by swelling physical demand combined with speculative interest in a relatively illiquid market, with signs that buyers in China are leading the drive. US natural gas declined in thin trading as forecasts shifted warmer, partly retreating from the past week’s historic rally as freezing temperatures pushed up heating demand across the country and disrupted supplies. Bloomberg's Mike McGlone joins to discuss on Bloomberg Intelligence. (Source: Bloomberg)
Aylo, the parent company to some of the most popular tube sites like Pornhub, announced on Tuesday that it will restrict access to its platforms in the United Kingdom, effective February 2. Since last year, Pornhub and other Aylo sites had complied with the UK’s Online Safety Act (OSA), which mandated — among other provisions — that websites with pornographic content verify the ages of visitors be...
Aylo, the parent company to some of the most popular tube sites like Pornhub, announced on Tuesday that it will restrict access to its platforms in the United Kingdom, effective February 2. Since last year, Pornhub and other Aylo sites had complied with the UK’s Online Safety Act (OSA), which mandated — among other provisions — that websites with pornographic content verify the ages of visitors before showing them content that is inappropriate for minors. Instead of complying with OSA by verifying the ages of its users, Aylo will block access to platforms like Pornhub in the U.K. altogether; however, U.K. users who have already verified their identity will still be able to use their accounts. “Despite the clear intent of the law to restrict minors’ access to adult content and commitment to enforcement, after 6 months of implementation, our experience strongly suggests that the OSA has failed to achieve that objective,” Aylo said in a statement. “We believe this framework in practice has diverted traffic to darker, unregulated corners of the internet, and has also jeopardized the privacy and personal data of U.K. citizens.” Ofcom, the UK regulator that enforces OSA, disagrees with Aylo’s characterization of the legislation. “Porn services have a choice between using age checks to protect users as required under the Act, or to block access to their sites in the U.K.,” Ofcom said in a statement to TechCrunch. “There’s nothing to stop technology providers from developing solutions which work at the device level, and we would urge the industry to get on with that if they can evidence it is highly effective.” Age verification technology has proven controversial as it rolls out across the globe. While children’s online safety is a pressing concern, privacy advocates argue that the type of cloud-based age verification methods mandated by legislation like OSA harms adults by collecting swaths of highly sensitive data. “In other jurisdictions, Aylo has often been one of the o...
Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in Focus on Wall Street. On January 26, KeyBanc analyst Justin Patterson raised the price target on the stock to $360.00 (from $330.00) while maintaining an Overweight rating. The firm views AI and Cloud trends structurally favorable for GOOGL, justifying a higher valuation. According to the firm, the current environment remains favorable for bo...
Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in Focus on Wall Street. On January 26, KeyBanc analyst Justin Patterson raised the price target on the stock to $360.00 (from $330.00) while maintaining an Overweight rating. The firm views AI and Cloud trends structurally favorable for GOOGL, justifying a higher valuation. According to the firm, the current environment remains favorable for both GOOGL and Meta. It cited several core trends in artificial intelligence emerging that will favor the stock. These trends include compute scale, distribution, and proprietary data matter for AI performance, the acceleration of agentic coding that has accelerated app deployment, as well as user interfaces that are evolving. A Wall Street analyst reviewing stock information on a computer, examining data points for a new investment opportunity. KeyBanc believes that Alphabet and Meta are both well-positioned across these dimensions, and that artificial intelligence is contributing to ad revenue growth supported by both volume and price. The firm has raised its price target to $360 for GOOGL, a reflection of robust Google Cloud growth and profitability. Raising GOOGL PT to $360 (26.7x 2027E P/E) – This reflects stronger Google Cloud growth and profitability. As shown by our updated sum-of-the-parts (SOTP) analysis, mix shift toward Google Cloud supports a higher P/E. Alphabet Inc. (NASDAQ:GOOGL) is an American multinational technology conglomerate holding company wholly owning the internet giant Google, amongst other businesses. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks on Market Radar and 10 AI Stocks Analysts Are Watching Disclosure: None.
The American economist Thomas Sowell once said : “There are no solutions, only trade offs.” It appears this is not a philosophy accepted by Keir Starmer, as he sets off on his trip to China tonight. In the lead up to this trip, there has been plenty of discussion about the tightrope Starmer is walking. Some said the visit could be dangerous, as any warming to China risked driving us further from t...
The American economist Thomas Sowell once said : “There are no solutions, only trade offs.” It appears this is not a philosophy accepted by Keir Starmer, as he sets off on his trip to China tonight. In the lead up to this trip, there has been plenty of discussion about the tightrope Starmer is walking. Some said the visit could be dangerous, as any warming to China risked driving us further from the US — whilst also allowing more unrest to grow within the Labour party, with its leader away. Another school of thought said finding allies outside of America is critical: a vision laid out in Mark Carney’s capital-R Realist speech at Davos, which Allegra wrote about yesterday. Either way, it could have been a watershed moment, where the UK would lean to one side or another. But after an interview the prime minister gave to Bloomberg’s Alex Wickham, it seems we might need to prepare for a third possibility: that the trip will yield no major decision, and the UK will continue trying to keep both sides of the Pacific warm. “I’m often invited to simply choose between countries. I don’t do that,” Starmer said. He added that while the UK will maintain its “very close relations with the US” on trade and security, “just sticking your head in the sand and ignoring China, when it’s the second-biggest economy in the world and there are business opportunities, wouldn’t be sensible.” Starmer isn’t travelling light to Beijing, but is bringing a whole gaggle of leaders from British business and culture, said to be tilted towards the financial sector. The hope is that this will coincide with multiple announcements of chunky investment deals — hopefully much more than the £600 million that Rachel Reeves brought home from China on her visit last year. But the perceived trade-offs around more closeness with China are not just about the risk of annoying the US — there are security concerns, too. As I wrote in the autumn , the recent UK-China relationship is littered with to-ing and fro-ing:...
Growing number of adults avoid booze, says NHS survey 1 hour ago Share Save Dominic Hughes Health correspondent Share Save Getty Images Younger people seem to be swearing off the booze Almost a quarter of adults in England do not drink alcohol, according to new figures from a government-backed NHS health survey. The data suggests that young people, and increasing numbers of men in particular, are ...
Growing number of adults avoid booze, says NHS survey 1 hour ago Share Save Dominic Hughes Health correspondent Share Save Getty Images Younger people seem to be swearing off the booze Almost a quarter of adults in England do not drink alcohol, according to new figures from a government-backed NHS health survey. The data suggests that young people, and increasing numbers of men in particular, are shunning booze. The latest data from the Health Survey for England for 2024 suggests 24% of adults said they haven't drunk alcohol in the previous year. But far fewer older people abstain from alcohol and those who do drink, are likely to do so at more dangerous levels. Between 2011 and 2022, the number of adults who claimed not to drink alcohol had been fairly stable, at around 19% – almost one in five. But these figures suggest that figure has risen, with almost a quarter of adults saying they haven't drunk alcohol in the past year. Age and sex are playing a significant part in attitudes towards booze. Some 39% of young men say they had abstained from alcohol. This compares to around 16% of men aged 65 and older, who say they don't drink. Among women, 31% - almost a third of those aged 16 to 24 - are non drinkers. But for older women aged 55 to 64, just 17% - fewer than one in five - don't drink. And of those who do consume alcohol – both men and women – older people aged 65 to 74 are almost twice as likely to do so at risky levels compared to younger people aged 25 to 34. Income also plays a role, with people living in more deprived areas tending to drink less than their more affluent neighbours. Risky drinking continues
TikTok says it’s making progress on recovering its U.S. infrastructure after an unfortunately timed data center outage, which affected the region shortly after the TikTok U.S. deal went through. Last week, TikTok announced the creation of a separate U.S. entity with American investors to avoid a nationwide ban. Around the time of the transition, users reported issues with TikTok searches, watching...
TikTok says it’s making progress on recovering its U.S. infrastructure after an unfortunately timed data center outage, which affected the region shortly after the TikTok U.S. deal went through. Last week, TikTok announced the creation of a separate U.S. entity with American investors to avoid a nationwide ban. Around the time of the transition, users reported issues with TikTok searches, watching videos, posting, loading comments, unexpected behavior with the For You algorithm, content, and more. On Monday, the company attributed glitches to a data center power outage, which it said was impacting TikTok and other apps. Today, a post on the TikTok USDS Joint Venture’s X account indicates the outages are not yet fully resolved. “We’ve made significant progress in recovering our U.S. infrastructure with our U.S. data center partner,” the post states. “However, the U.S. user experience may still have some technical issues, including when posting new content. We’re committed to bringing TikTok back to its full capacity as soon as possible. We’ll continue to provide updates. Thanks for your patience.” We've made significant progress in recovering our U.S. infrastructure with our U.S. data center partner. However, the U.S. user experience may still have some technical issues, including when posting new content. We're committed to bringing TikTok back to its full capacity as… — TikTok USDS Joint Venture (@tiktokusdsjv) January 27, 2026 The company has not named the data center partner at fault; however, the U.S. has been impacted of a large winter storm over the past few days, which affected some 220 million Americans. The timing of the glitches has led some users to question the veracity of TikTok’s statements, as the disruption also occurred as civil unrest began heating up after U.S. citizen Alex Pretti was killed by ICE agents. In a prior post, TikTok noted that U.S. users may experience “multiple bugs, slower load times, or timed-out requests, including when posting n...
Ex-Lib Dem MP 'distressed' by Mail publisher's 'unlawful' acts, court hears ANL strongly denies wrongdoing and is defending the claims, which it says were brought too late for litigation. The ex-MP is among seven high-profile figures - including Prince Harry, Sir Elton John, Baroness Doreen Lawrence, Liz Hurley and Sadie Frost - suing ANL over allegations of unlawful information gathering, includi...
Ex-Lib Dem MP 'distressed' by Mail publisher's 'unlawful' acts, court hears ANL strongly denies wrongdoing and is defending the claims, which it says were brought too late for litigation. The ex-MP is among seven high-profile figures - including Prince Harry, Sir Elton John, Baroness Doreen Lawrence, Liz Hurley and Sadie Frost - suing ANL over allegations of unlawful information gathering, including voicemail interception. Sir Simon Hughes said in a witness statement on Tuesday that Associated Newspapers Limited (ANL) used private investigators to gather information on him for "their own profit". The former deputy leader of the Liberal Democrats found it "distressing" that the publisher of the Daily Mail allegedly targeted him using "unlawful means", a court has heard. Sir Simon's claim does not related to any articles ANL published, but rather an alleged incident of unlawful information gathering said to have involved a Mail on Sunday journalist. The former politician told the court: "It is distressing to realise - having seen the evidence and disclosure provided by Associated - that, like other newspapers, Associated targeted me as well as others using unlawful means and the use of private investigators for the purposes of their own profit. "The fact that they have remained completely unapologetic for this illegal behaviour is also distressing." It is alleged that in April 2006, Greg Miskiw - formerly of the News of the World - co-ordinated the targeting of Sir Simon, which allegedly involved voicemail interception. Around that time, Miskiw was in communication with Chris Anderson of the Mail on Sunday, David Sherborne - who is representing the claimants - said in a written submission, and that a private investigator called Glenn Mulcaire had obtained information about Sir Simon's relationship with someone called HJK. Sherborne said the Mail on Sunday sought to photograph HJK and Sir Simon to "help stand up" the story, and that Mulcaire located HJK for this purpos...
Key Points Sold 114,700 BBWI shares; estimated trade value $2.95 million (based on quarterly average price). Quarter-end value dropped by $2.95 million, reflecting both the share sale and price movements. Transaction accounted for 1.85% of 13F reportable assets under management. Post-sale, the fund holds zero BBWI shares valued at $0. The BBWI stake previously represented 1.9% of fund AUM as of th...
Key Points Sold 114,700 BBWI shares; estimated trade value $2.95 million (based on quarterly average price). Quarter-end value dropped by $2.95 million, reflecting both the share sale and price movements. Transaction accounted for 1.85% of 13F reportable assets under management. Post-sale, the fund holds zero BBWI shares valued at $0. The BBWI stake previously represented 1.9% of fund AUM as of the prior quarter. These 10 stocks could mint the next wave of millionaires › Graphene Investments has completely sold out of Bath & Body Works (NYSE:BBWI), liquidating 114,700 shares for an estimated $2.95 million based on quarterly average pricing. What happened According to a filing with the U.S. Securities and Exchange Commission dated January 27, 2026, Graphene Investments SAS sold its entire BBWI stake in the fourth quarter. The fund reduced its holdings by 114,700 shares, with the transaction value estimated at $2.95 million based on the period’s average share price. The position’s end-of-quarter value decreased by $2.95 million, reflecting both the sale and price changes. What else to know Graphene Investments SAS is no longer invested in BBWI, with the position now representing 0% of reported assets under management Top five holdings after the filing: NASDAQ:GOOGL: $9.80 million (6.1% of AUM) NASDAQ:AAPL: $6.52 million (4.1% of AUM) NASDAQ:NVDA: $6.49 million (4.1% of AUM) NASDAQ:MSFT: $6.09 million (3.8% of AUM) NASDAQ:AVGO: $5.43 million (3.4% of AUM) As of January 26, 2026, shares were priced at $21.45, down 39.5% over the past year, underperforming the S&P 500 by 54.05 percentage points. Company Overview Metric Value Revenue (TTM) $7.35 billion Net Income (TTM) $699.00 million Dividend Yield 3.74% Price (as of market close January 26, 2026) $21.45 Company Snapshot Offers home fragrance, body care, soaps, and sanitizer products under brands such as Bath & Body Works and White Barn, distributed through company-operated and partner-operated retail stores as well as ...