JHVEPhoto/iStock Editorial via Getty Images As part of its long-term expansion strategy in the Middle East, State Street ( STT ) will launch a new operating center in the AI Ain region, Abu Dhabi, that will create over 300 financial services jobs over the next four years, the custodial bank said on Tuesday. The company said it signed a support agreement with government vehicle Abu Dhabi Investment...
JHVEPhoto/iStock Editorial via Getty Images As part of its long-term expansion strategy in the Middle East, State Street ( STT ) will launch a new operating center in the AI Ain region, Abu Dhabi, that will create over 300 financial services jobs over the next four years, the custodial bank said on Tuesday. The company said it signed a support agreement with government vehicle Abu Dhabi Investment Office ("ADIO") to establish the hub. The collaboration also forms part of ADIO's FinTech, Insurance, Digital and Alternative Assets ("FIDA") cluster, a financial services platform projected to contribute an additional AED 56B ($15.3B) to Abu Dhabi’s gross domestic product by 2045. "We are committed to investing in the growth of our UAE business and expanding our presence in Abu Dhabi and the ADGM,” said State Street Chairman and CEO Ron O’Hanley. “Abu Dhabi, including Al Ain, is a strategic priority for State Street, and we believe our experience in global financial centres can support the emirate’s continued development as an important global financial hub." The company said it plans to upgrade its ADGM license to further bolster local market infrastructure, unveil global capabilities, and expand global access to financial services. State Street ( STT ) has been active in Abu Dhabi since 2018 through its presence in the Abu Dhabi Global Market ("ADGM") ecosystem, where it continues to serve institutional clients across the region. More on State Street State Street Corporation 2025 Q4 - Results - Earnings Call Presentation State Street Corporation (STT) Q4 2025 Earnings Call Transcript State Street: Elevated Markets Continue To Boost Fees State Street, QNB team up for new custody servicing model in Qatar State Street anticipates 4–6% fee revenue growth and 100+ basis points positive operating leverage in 2026 as AI and digital transformation accelerate
JasonDoiy Roche ( RHHBY )-owned Genentech said that a phase 2 trial of its experimental dual GLP-1/GIP receptor agonist for obesity, CT-388, led to a placebo-adjusted mean weight loss of 22.5% at 48 weeks at the highest dose tested. The results were seen with weekly injections that were titrated upwards. At week 48 for the 24 mg dose — the highest tested — 47.8% of participants achieved ≥20% weigh...
JasonDoiy Roche ( RHHBY )-owned Genentech said that a phase 2 trial of its experimental dual GLP-1/GIP receptor agonist for obesity, CT-388, led to a placebo-adjusted mean weight loss of 22.5% at 48 weeks at the highest dose tested. The results were seen with weekly injections that were titrated upwards. At week 48 for the 24 mg dose — the highest tested — 47.8% of participants achieved ≥20% weight loss, and 26.1% saw ≥30% loss. Also, 73% of participants who were pre-diabetic at baseline who received the 24 mg dose saw normal blood glucose levels at week 48 vs. 7.5% in the placebo group. Genentech added that most gastrointestinal-related adverse events were mild-to-moderate. The treatment discontinuation rate was 5.9% in CT-388 arms compared to 1.3% in placebo arm. Eli Lilly's ( LLY ) currently marketed obesity therapy, Zepbound (tirzepatide), is also a dual GLP-1/GIP receptor agonist. In the SURMOUNT-1 trial, patients on the highest dose of Zepbound — 15 mg — acheived an average weight loss of ~21% at 72 weeks. More on Roche Roche Holding AG (RHHBY) Shareholder/Analyst Call Transcript Roche Holding AG (RHHBY) Shareholder/Analyst Call - Slideshow Roche May Be Riding A Bit Too High, But Remains Interesting Roche more than doubles investment in new North Carolina site ClearBridge International Growth EAFE Strategy exits Novo Nordisk, adds Roche in Q4
RIP, Amazon convenience stores: gone and probably soon forgotten. Amazon announced on Tuesday that it will close its brick-and-mortar Amazon Go and Amazon Fresh stores and will instead expand its capacity for same-day grocery delivery, as well as its Whole Foods Market footprint. These stores were used to grow Amazon’s cashierless Just Walk Out technology, which tracks what items customers grab, a...
RIP, Amazon convenience stores: gone and probably soon forgotten. Amazon announced on Tuesday that it will close its brick-and-mortar Amazon Go and Amazon Fresh stores and will instead expand its capacity for same-day grocery delivery, as well as its Whole Foods Market footprint. These stores were used to grow Amazon’s cashierless Just Walk Out technology, which tracks what items customers grab, allowing them to pay for their groceries without a more formal checkout process. The company is instead focusing on offering that technology to third parties, like concession stands at sports stadiums. “While we’ve seen encouraging signals in our Amazon-branded physical grocery stores, we haven’t yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion,” the company wrote in a blog post. These retail closures will not impact customers who use Amazon for grocery delivery. It’s not surprising that Amazon will divest from its branded retail stores, given that Amazon has been cutting down on its physical retail presence over the last few years. Upon closing down some stores in 2024, an Amazon spokesperson said that the company “couldn’t make the economics work with the lease cost.” Amazon isn’t giving up on the brick-and-mortar side of its business, though. Instead, it will embrace the fact that people have a stronger brand affinity with Whole Foods Market than the Amazon Go convenience store. Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the first 500 registrants to get 50% off your +1 pass. TechCrunch Disrupt brings top leaders from Google Cloud, Netflix, Microsoft, Box, a16z, Hugging Face, and more to 250+ sessions designed to fuel growth and sharpen your edge. Connect with hundreds of innovative startups and join curated networking that drives deals, insights, and inspiration. Disrupt 2026 Tickets: One-time offer Tickets are live! Save up t...
RIP, Amazon convenience stores: gone and probably soon forgotten. Amazon announced on Tuesday that it will close its brick-and-mortar Amazon Go and Amazon Fresh stores and will instead expand its capacity for same-day grocery delivery, as well as its Whole Foods Market footprint. These stores were used to grow Amazon’s cashierless Just Walk Out technology, which tracks what items customers grab, a...
RIP, Amazon convenience stores: gone and probably soon forgotten. Amazon announced on Tuesday that it will close its brick-and-mortar Amazon Go and Amazon Fresh stores and will instead expand its capacity for same-day grocery delivery, as well as its Whole Foods Market footprint. These stores were used to grow Amazon’s cashierless Just Walk Out technology, which tracks what items customers grab, allowing them to pay for their groceries without a more formal checkout process. The company is instead focusing on offering that technology to third parties, like concession stands at sports stadiums. “While we’ve seen encouraging signals in our Amazon-branded physical grocery stores, we haven’t yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion,” the company wrote in a blog post. These retail closures will not impact customers who use Amazon for grocery delivery. It’s not surprising that Amazon will divest from its branded retail stores, given that Amazon has been cutting down on its physical retail presence over the last few years. Upon closing down some stores in 2024, an Amazon spokesperson said that the company “couldn’t make the economics work with the lease cost.” Amazon isn’t giving up on the brick-and-mortar side of its business, though. Instead, it will embrace the fact that people have a stronger brand affinity with Whole Foods Market than the Amazon Go convenience store. Amazon will open more than 100 new Whole Foods stores over the next few years. The company says Whole Foods has seen over 40% sales growth and expansion to 550 stores since it was acquired by Amazon in 2017. Amazon also plans to open more Whole Foods Market Daily Shop locations — a smaller version of the grocery store with an emphasis on convenience and grab-and-go meals. These seem similar to the idea behind Amazon Go and Amazon Fresh stores, but people probably feel better about grabbing a salad from Whole Foods than the Amazon Fr...
Image source: The Motley Fool. Tuesday, Jan. 27, 2026 at 10 a.m. ET Call participants Chair of the Board and Chief Executive Officer — Kevin Hourican Chief Financial Officer — Kenny Chung Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $21 billion, representing 3% growth, with positive case growth across local, specialty, national, and international busi...
Image source: The Motley Fool. Tuesday, Jan. 27, 2026 at 10 a.m. ET Call participants Chair of the Board and Chief Executive Officer — Kevin Hourican Chief Financial Officer — Kenny Chung Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $21 billion, representing 3% growth, with positive case growth across local, specialty, national, and international business units. -- $21 billion, representing 3% growth, with positive case growth across local, specialty, national, and international business units. U.S. Foodservice Local Case Volume -- Increased by 1.2%, a 140 basis points sequential improvement and 40 basis points ahead of prior guidance. -- Increased by 1.2%, a 140 basis points sequential improvement and 40 basis points ahead of prior guidance. National Contract Business Volume -- Up 0.4%, with growth in Foodservice Management, Travel and Entertainment, and Healthcare segments, partially offset by a decline from national restaurant customers. -- Up 0.4%, with growth in Foodservice Management, Travel and Entertainment, and Healthcare segments, partially offset by a decline from national restaurant customers. International Segment Sales -- Grew 7.3% as reported and 9.9% excluding the Mexico divestiture; local case volume increased 4.5%, delivering nearly 26% adjusted operating income growth. -- Grew 7.3% as reported and 9.9% excluding the Mexico divestiture; local case volume increased 4.5%, delivering nearly 26% adjusted operating income growth. Gross Profit -- $3.8 billion, up 3.9%, with gross margin expanding 15 basis points to 18.3%, reflecting strategic sourcing and moderating inflation (enterprise rate 2.9%, U.S. Broadline 1.4%). -- $3.8 billion, up 3.9%, with gross margin expanding 15 basis points to 18.3%, reflecting strategic sourcing and moderating inflation (enterprise rate 2.9%, U.S. Broadline 1.4%). Adjusted Operating Expenses -- $3 billion, or 14.4% of sales, with a 15 basis points increase due to planned grow...
Maskot/DigitalVision via Getty Images Investment Summary My recommendation for Waystar Holding Corp. ( WAY ) is a buy rating. I believe WAY has a scalable and defensible business model, supported by its distribution and technical moat. With AI improving the product rather than displacing it, I believe it should continue to easily grow above industry growth rates, allowing it to deliver mid-teens g...
Maskot/DigitalVision via Getty Images Investment Summary My recommendation for Waystar Holding Corp. ( WAY ) is a buy rating. I believe WAY has a scalable and defensible business model, supported by its distribution and technical moat. With AI improving the product rather than displacing it, I believe it should continue to easily grow above industry growth rates, allowing it to deliver mid-teens growth over the next several years. Business Overview WAY offers a cloud-based Revenue Cycle Management (RCM) platform that automates the movement of money from patient to provider. Essentially, it connects providers to insurance companies and facilitates the payment process. So far, WAY has scaled to a size where it processes >6 billion insurance transactions every year, covering ~50% of the US patient population. It also integrates with more than 500 electronic health record and practice management systems. In terms of economic model, ~55% of revenue comes from recurring subscriptions, with the rest tied to volume-based fees linked to the gross value of claims processed. As for customer base, WAY serves a massive client base, including 17 of the top 20 US health systems. Distribution And Technical Moat WAY’s moat, I believe, can be seen in the ambulatory segment (~70% of total revenue). Like software companies selling to hundreds and thousands of SMEs being a tough thing to do and replicate at scale, it’s the same for WAY. For WAY, it is selling into thousands of small, fragmented physician groups. Unlike selling into a massive healthcare system, in which one would need to go through a complex, multi-year RFP process, but at the end of the day, one signature from a C-suite gets you millions in revenue; selling to the ambulatory market (to entities like independent physician groups, clinics, and labs) is the exact opposite. It is as basic as you can imagine, which is to go door-to-door, in hopes that these entities would be willing to adopt your solution. For a competitor t...
Welcome to The Brink . I’m Jonathan Randles , a reporter in New York looking at the ugly face-off between a beauty company and a key lender. We also have news on debt restructurings of Wes Edens’ New Fortress Energy and Pretium Packaging, a bottle manufacturer owned by Clearlake Capital Group. Follow this link to subscribe . Send us feedback and tips at debtnews@bloomberg.net . Ugly Beauty Feud Pa...
Welcome to The Brink . I’m Jonathan Randles , a reporter in New York looking at the ugly face-off between a beauty company and a key lender. We also have news on debt restructurings of Wes Edens’ New Fortress Energy and Pretium Packaging, a bottle manufacturer owned by Clearlake Capital Group. Follow this link to subscribe . Send us feedback and tips at debtnews@bloomberg.net . Ugly Beauty Feud Pat McGrath is a celebrity makeup artist who has collaborated with Taylor Swift and Louis Vuitton . But another relationship now overshadows all others: the one she has with GDA Luma Capital Management , a lender seeking an immediate sale of her business. In an effort to keep hold of her cosmetics brand, the entrepreneur put Pat McGrath Labs into Chapter 11 in Miami — just days before it was due to hit the auction block. Court papers show GDA Luma sought to foreclose on her business over alleged debt defaults. The bankruptcy pauses the auction and gives McGrath and company advisers time to either work with GDA Luma and restructure her business, or sell the brand through a court-supervised sale. In a court filing, McGrath blamed an “unsustainable capital structure” for the turn of events. Demand for her brand’s beauty products remains strong, she said. “The brand’s visibility in mainstream media, its presence with well-known prestige retailers, and its direct connection to a broad consumer audience reflect a level of scale and recognition that extends well beyond niche fashion circles,” McGrath said. Pat McGrath Labs products are sold at Nordstrom , Harrods , Bergdorf Goodman, beauty retailers Sephora and Ulta Beauty and has more than 6 million followers on Instagram. Pat McGrath Labs sought financing last year, hoping it would serve as a temporary bridge to longer-term solutions to its financial challenges, McGrath said. McGrath disputes the cosmetics company owes more than $43 million, the amount she said GDA Luma is demanding after asserting the debt is in default. GDA Luma...
SanDisk (NASDAQ:SNDK) and Western Digital (NASDAQ:WDC) have seen explosive growth over the past year. The cause is pretty obvious: data centers. They require massive amounts of storage hardware, and both of these companies produce plenty. Unfortunately, all that production is not enough to meet demand. Hyperscalers alone are investing to the tune of $400 billion ... SanDisk and Western Digital are...
SanDisk (NASDAQ:SNDK) and Western Digital (NASDAQ:WDC) have seen explosive growth over the past year. The cause is pretty obvious: data centers. They require massive amounts of storage hardware, and both of these companies produce plenty. Unfortunately, all that production is not enough to meet demand. Hyperscalers alone are investing to the tune of $400 billion ... SanDisk and Western Digital are up 400% in 1 Year. Should You Still Buy?
In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA), CoreWeave (NASDAQ: CRWV), 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. 26, 2026. The video was published on Jan. 26, 2026. Where to invest $1,000 right now? Our analyst team just revealed ...
In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA), CoreWeave (NASDAQ: CRWV), 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. 26, 2026. The video was published on Jan. 26, 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 » Should you buy stock in CoreWeave right now? Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $462,174!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,143,099!* Now, it’s worth noting Stock Advisor’s total average return is 946% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of January 27, 2026. Jose Najarro has positions in CoreWeave and Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The AI-centric neocloud provider just got a huge vote of confidence. Advances in artificial intelligence (AI) over the past few years have captivated Wall Street and Main Street alike. These next-generation algorithms are changing the fortunes of companies across the tech landscape, and the most high-profile of these is arguably Nvidia (NVDA +1.76%). The chipmaker was already the premier provider ...
The AI-centric neocloud provider just got a huge vote of confidence. Advances in artificial intelligence (AI) over the past few years have captivated Wall Street and Main Street alike. These next-generation algorithms are changing the fortunes of companies across the tech landscape, and the most high-profile of these is arguably Nvidia (NVDA +1.76%). The chipmaker was already the premier provider of the graphics processing units (GPUs) that rendered lifelike images in video games. Those same chips quickly become the gold standard for powering AI systems. Since the dawn of AI in early 2023, Nvidia stock has soared 1,180% (as of this writing), so when it takes an interest in another AI company, it captures investors' attention. Just this week, Nvidia nearly doubled its stake in CoreWeave (CRWV +10.62%), prompting investors to take a fresh look at the neocloud operator. Neocloud in a nutshell While cloud computing is well established, the rise of the neocloud has just begun. Simply put, these specialty cloud operators provide customers with GPU-as-a-service (GPUaaS) and AI-as-a-Service (AIaaS) -- and CoreWeave is the largest of the neocloud providers. One key competitive advantage is the company's strategic relationship with Nvidia, which gives CoreWeave access to the latest and greatest AI processors the chipmaker has to offer. Nvidia had already established a significant position in CoreWeave, holding more than 24 million shares. This week, Nvidia nearly doubled its holdings, bringing its total stake to more than 47 million shares worth a cool $4.6 billion, or about 11.5% of CoreWeave's outstanding stock. It also represents more than 90% of the chipmaker's equity portfolio. Nvidia CEO Jensen Huang sang the neocloud operator's praises, saying in a statement: CoreWeave's deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry. Together, we're racing to meet extraordinary demand for Nvidia AI factories -- the fou...
Key Points The advent of AI has created an intriguing opportunity for neocloud operators. Nvidia nearly doubled its stake in CoreWeave and now owns 11.5% of the company. Nvidia's mentorship, along with CoreWeave's explosive growth and improving profit picture, represents an intriguing opportunity. 10 stocks we like better than CoreWeave › Advances in artificial intelligence (AI) over the past few ...
Key Points The advent of AI has created an intriguing opportunity for neocloud operators. Nvidia nearly doubled its stake in CoreWeave and now owns 11.5% of the company. Nvidia's mentorship, along with CoreWeave's explosive growth and improving profit picture, represents an intriguing opportunity. 10 stocks we like better than CoreWeave › Advances in artificial intelligence (AI) over the past few years have captivated Wall Street and Main Street alike. These next-generation algorithms are changing the fortunes of companies across the tech landscape, and the most high-profile of these is arguably Nvidia (NASDAQ: NVDA). The chipmaker was already the premier provider of the graphics processing units (GPUs) that rendered lifelike images in video games. Those same chips quickly become the gold standard for powering AI systems. Since the dawn of AI in early 2023, Nvidia stock has soared 1,180% (as of this writing), so when it takes an interest in another AI company, it captures investors' attention. 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 » Just this week, Nvidia nearly doubled its stake in CoreWeave (NASDAQ: CRWV), prompting investors to take a fresh look at the neocloud operator. Neocloud in a nutshell While cloud computing is well established, the rise of the neocloud has just begun. Simply put, these specialty cloud operators provide customers with GPU-as-a-service (GPUaaS) and AI-as-a-Service (AIaaS) -- and CoreWeave is the largest of the neocloud providers. One key competitive advantage is the company's strategic relationship with Nvidia, which gives CoreWeave access to the latest and greatest AI processors the chipmaker has to offer. Nvidia had already established a significant position in CoreWeave, holding more than 24 million shares. This week, Nvidia nearly doubled its holdings, bringing its total stake to more than 47 million shares worth a cool $4.6 billion, or about ...
tadamichi/iStock via Getty Images The following segment was excerpted from the First Eagle Overseas Fund Q4 2025 Commentary. Overseas Fund A Shares (without sales charge*) posted a return of 5.78% in fourth quarter 2025. All regions contributed to performance; emerging markets and developed Europe were the leading contributors while developed Asia excluding Japan and Japan lagged. Materials, consu...
tadamichi/iStock via Getty Images The following segment was excerpted from the First Eagle Overseas Fund Q4 2025 Commentary. Overseas Fund A Shares (without sales charge*) posted a return of 5.78% in fourth quarter 2025. All regions contributed to performance; emerging markets and developed Europe were the leading contributors while developed Asia excluding Japan and Japan lagged. Materials, consumer staples and financials were the largest contributors by equity sector while communication services and energy detracted and consumer discretionary was flat. The Overseas Fund outperformed the MSCI EAFE Index in the period. Leading contributors in the First Eagle Overseas Fund this quarter included gold bullion, FANUC Corporation ( FANUY ), Samsung Electronics Co., Ltd. ( SSNLF ), LVMH Moet Hennessy Louis Vuitton SE ( LVMHF ) and Samsung Electronics Co., Ltd. Pfd Non-Voting. As noted in the Market Commentary, gold bullion continued to rally in the quarter on the back of such drivers as geopolitical uncertainty, strong demand from central banks and exchange-traded funds (ETFs) and a dovish Federal Reserve. Based in Japan, FANUC is a global leader in computerized numerical control devices and robots. Strong order growth in the quarter, particularly in the robot division, was supported by positive capex trends in the US and China. The market enthusiastically received FANUC’s expanded collaboration with Nvidia to bring “physical AI” (i.e., leveraging generative AI to convert language into robotic actions) into mainstream manufacturing. Finally, SoftBank’s accepted offer to purchase the robotics division of Swiss engineering firm ABB highlighted the value of factory automation assets. Samsung Electronics is a global technology company and major manufacturer of diverse electronic components with a dominant presence in memory semiconductors. Results during the quarter reflect continued strong demand and shortage-induced pricing strength for DRAM chips and persistent demand from...
kontrast-fotodesign/iStock Unreleased via Getty Images Mitsubishi Corporation ( MSBHF ) (8058.T) remains "Neutral"-rated, in my opinion. I'm conflicted about its latest M&A. I also think that the likelihood of a big 3rd quarter beat or miss is low. Its worse-than-anticipated quarterly earnings and full-year outlook reaffirmation were detailed in my prior Nov. 10, 2025, update . I Have a Split View...
kontrast-fotodesign/iStock Unreleased via Getty Images Mitsubishi Corporation ( MSBHF ) (8058.T) remains "Neutral"-rated, in my opinion. I'm conflicted about its latest M&A. I also think that the likelihood of a big 3rd quarter beat or miss is low. Its worse-than-anticipated quarterly earnings and full-year outlook reaffirmation were detailed in my prior Nov. 10, 2025, update . I Have a Split View of Recent Inorganic Expansion In mid-January, MSBHF revealed that "it agreed to acquire shale gas and pipeline assets in Texas and Louisiana from Aethon Energy Management." The Deal at a Glance Corporate Slides You need to pay attention to the most sizable M&A in the firm's history. The $7.5 billion total consideration (including assumed borrowings) is equivalent to 7% of MSBHF's Enterprise Value. I see mixed read-throughs from the group's latest investment. MSBHF will transform into a key player in the global energy space post-transaction. As per its Jan 16 investor call (S&P Capital IQ transcript), the company will control a mid-single-digit percentage of worldwide "Liquefied Natural Gas/LNG" production going forward. It should enjoy scale economies by becoming a top-4 gas supplier in Haynesville. The other major players are Tokyo Gas ( TKGSF ), Expand Energy Corporation ( EXE ), and Comstock Resources ( CRK ). Fixed-cost leverage effects in this capital-intensive sector will likely boost its margins. MSBHF's bargaining power with the Japanese government has also gotten stronger by providing 25% of the gas needed in its home market. This could allow it to secure the state's support in critical areas like financing and procurement. Separately, there are synergies between the enterprise's acquired properties and its own businesses. It's now vertically integrated. That considers its existing liquefaction and marketing entities known as Cameron and CIMA, respectively. On the flip side, the megadeal might hurt MSBHF's future cash distributions and financial returns. The group...
Bet_Noire/iStock via Getty Images Silver futures turned lower early Tuesday after surging by 25% in the previous three sessions, but Citigroup expects spot silver prices to hit a record $150/oz within three months, pointing to continued strong strong buying momentum in China. "Silver is behaving like 'gold squared' or 'gold on steroids,'" Goldman analysts including Max Layton said in a note. "We t...
Bet_Noire/iStock via Getty Images Silver futures turned lower early Tuesday after surging by 25% in the previous three sessions, but Citigroup expects spot silver prices to hit a record $150/oz within three months, pointing to continued strong strong buying momentum in China. "Silver is behaving like 'gold squared' or 'gold on steroids,'" Goldman analysts including Max Layton said in a note. "We think this likely continues until silver looks expensive by historical standards, relative to gold." If the ratio of gold prices to silver returns to a 2011 low of 32:1, it would point to silver trading as high as $170/oz, Citi said. Silver's rally has been supported by strong physical demand and speculative interest in a relatively illiquid market, with signs that buyers in China are leading the move. Most-active Comex silver ( XAGUSD:CUR ) for March delivery -6.5% to $107.97/oz after settling up 14% on Monday to a record $115.08/oz in the metal's biggest single-day percentage gain since March 1985. Silver's continuing rally is the result of falling expectations of lower U.S. interest rates and the metal's new status as a critical mineral, J. Safra Sarasin strategist Claudio Wewel said in a note. The U.S. Interior Department's addition of silver to its list of critical minerals in November raised the possibility of the U.S. introducing tariffs on the metal, which is compounding longer-term supply tightness and leading to U.S. importers hurrying to accelerate silver shipments, Wewel said. Stricter Chinese export controls are also weighing on global supply, while retail investors struggling to access gold at record prices are turning instead to silver as a safe haven, Wewel added. ETFs: ( SLV ), ( PSLV ), ( SIVR ), ( SIL ), ( SILJ ) More on silver Silver: It's Not Different This Time Amid The Chaos, The Energy Sector Is Sending A Message Whale's Tracking - Double Joker
Wall Street expects a year-over-year increase in earnings on higher revenues when Advanced Micro Devices (AMD) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, w...
Wall Street expects a year-over-year increase in earnings on higher revenues when Advanced Micro Devices (AMD) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on February 3, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. Zacks Consensus Estimate This chipmaker is expected to post quarterly earnings of $1.32 per share in its upcoming report, which represents a year-over-year change of +21.1%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 1.14% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Earnings Whisper Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent ve...
Most Read: FOMC Meeting Preview: Fed To Keep Rates on Hold, Implications for the DXY and Gold Microsoft is set to report its fiscal second-quarter earnings after the closing bell on Wednesday, January 28, 2026. As one of the marquee names in the "Magnificent Seven," Microsoft’s results will not only determine the trajectory of its own stock which has notably lagged peers like Meta over the last tw...
Most Read: FOMC Meeting Preview: Fed To Keep Rates on Hold, Implications for the DXY and Gold Microsoft is set to report its fiscal second-quarter earnings after the closing bell on Wednesday, January 28, 2026. As one of the marquee names in the "Magnificent Seven," Microsoft’s results will not only determine the trajectory of its own stock which has notably lagged peers like Meta over the last two years but will also likely set the tone for the broader Nasdaq 100 and the ongoing AI trade. Market participants are looking past simple headline beats, focusing instead on three critical pillars: the re-acceleration of Azure, tangible AI monetization, and the sustainability of margins amidst ballooning capital expenditures.