Key Points There are other ways to invest in the artificial intelligence (AI) revolution besides chipmakers and software companies. Equinix provides the infrastructure that allows the hardware behind AI to operate reliably. The stock trades for a very reasonable valuation relative to its opportunity. 10 stocks we like better than Equinix › There's no denying it -- artificial intelligence (AI) is t...
Key Points There are other ways to invest in the artificial intelligence (AI) revolution besides chipmakers and software companies. Equinix provides the infrastructure that allows the hardware behind AI to operate reliably. The stock trades for a very reasonable valuation relative to its opportunity. 10 stocks we like better than Equinix › There's no denying it -- artificial intelligence (AI) is the most transformative technological revolution in recent times. And it's likely that investing in AI will be a major creator of wealth for many people. However, there are other ways to invest in AI besides the chipmakers, software developers, and generative AI companies. One that many investors overlook is data centers, which provide the infrastructure that makes AI possible. Equinix (NASDAQ: EQIX) is the largest data center owner in the market, and its stock is worth a closer look right now -- especially considering some of the high valuations in other types of AI stocks. 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 » Equinix in a nutshell Equinix is a real estate investment trust, or REIT, a specialized type of company designed to hold commercial real estate assets -- in this case, data centers. If you aren't familiar, think of data centers as the physical "homes" of the internet, and for generative AI in particular. When you ask ChatGPT or another generative AI application a question, the hardware that processes the response needs to physically live somewhere. That's where data centers come in. They provide a secure, reliable environment for servers, networking equipment, and other essential components of cloud computing. Equinix has 273 data centers in its portfolio, with space leased by over 10,000 customers, including Nvidia, Adobe, and many others. More than 60% of Fortune 500 companies are Equinix customers to some extent. Massive potential in ...
Accused, isolated and constantly under scrutiny, The Traitors contestant drew on years of social deduction gaming to stay calm under pressure The latest series of The Traitors, which ended last week on a nail-biting finale, featured some of the usual characters – from guileless extroverts to wannabe Columbos endlessly observing fellow contestants for the slightest flicker of treachery. But one fai...
Accused, isolated and constantly under scrutiny, The Traitors contestant drew on years of social deduction gaming to stay calm under pressure The latest series of The Traitors, which ended last week on a nail-biting finale, featured some of the usual characters – from guileless extroverts to wannabe Columbos endlessly observing fellow contestants for the slightest flicker of treachery. But one faithful stood out for her quiet determination, despite a ceaseless onslaught of suspicion and accusation. That person was Jade Scott, and I wasn’t at all surprised when, quite early on in the series, she revealed she was a keen gamer. “Minecraft was my way in, when I was 15,” she says. “I made loads of friends at school playing that.” From this innocent introduction, however, she moved on to darker titles: the first-person shooter Counter-Strike: Global Offensive and the multiplayer battle-arena game Dota. “That’s where my interest in strategy gaming really kicked in,” she says. Continue reading...
Bridget McCormack is used to correcting judges’ work. As the former chief justice on the Michigan Supreme Court, it was her job to review complaints about how judges at the lower courts failed to consider key evidence or rule on certain aspects of a case. In her current job, McCormack is working on a new kind of legal decision-maker. Like a judge, it would make mistakes. But unlike many judges, it...
Bridget McCormack is used to correcting judges’ work. As the former chief justice on the Michigan Supreme Court, it was her job to review complaints about how judges at the lower courts failed to consider key evidence or rule on certain aspects of a case. In her current job, McCormack is working on a new kind of legal decision-maker. Like a judge, it would make mistakes. But unlike many judges, it wouldn’t be burdened by more casework than it had hours in the day. It could make sure to always show its work, check that each side agreed it understood all the facts, and ensure it ruled on each issue at play. And it wouldn’t be human — it’s made of neural networks. McCormack leads the American Arbitration Association, which has developed an AI Arbitrator to help parties settle document-based disputes in a low-cost way. The system is built on OpenAI’s models to walk parties in arbitration through their dispute and draft a decision on who should win the case and why. The system deals only with cases that rely solely on documents, and there’s a human in the loop at every stage, including in the final step of issuing an award. But McCormack believes even with these caveats, the process can make dispute resolution faster and more accessible, greasing the wheels of an overburdened legal system. Generative AI frequently makes headlines for its failures in the courtroom. Last year, at least two federal judges had to issue mea culpas and come up with new policies after issuing court orders with made-up facts, thanks to the use of generative AI. Academics warn that AI’s legal interpretations are not as straightforward as they can seem, and can either introduce false information or rely on sources that would never be legally admissible otherwise. AI tools have been shown to import or exacerbate human biases without careful consideration, and the public’s skepticism of the tools could further threaten trust in the justice system. Optimists like McCormack, meanwhile, see huge potent...
The company is performing as expected, but its stock isn't moving in the right direction. Last spring, Netflix (NFLX 0.48%) executives outlined a plan to achieve a $1 trillion valuation for the business by 2030. However, the stock price hasn't exactly moved in the right direction since then. During the past nine months, the company's market cap has gone from about $400 billion to $365 billion, as ...
The company is performing as expected, but its stock isn't moving in the right direction. Last spring, Netflix (NFLX 0.48%) executives outlined a plan to achieve a $1 trillion valuation for the business by 2030. However, the stock price hasn't exactly moved in the right direction since then. During the past nine months, the company's market cap has gone from about $400 billion to $365 billion, as of this writing. With Netflix's disappointing outlook for 2026 and negative investor sentiment about its planned acquisition of Warner Bros. Discovery, the path to $1 trillion looks much harder than it did just a few quarters ago. As the stock trades near its 52-week low, now may be a great opportunity for long-term investors to buy shares. How management expects to reach $1 trillion Netflix's financial strategy is fairly straightforward. Since its primary revenue source is monthly subscriptions, it has a pretty good idea of how much it will bring in each year. It then creates a set operating-margin target. From there, it can plan its largest expense -- content. Although it won't always nail it, it can do a pretty good job of hitting its operating-margin goal. Management outlined plans to double its 2024 revenue of $39 billion by 2030 at last year's meeting, which included the $1 trillion market-cap goal. That included $9 billion in global ad sales. Along with that, it expected to increase its operating income from $10 billion to $30 billion during the same period, which implies an operating margin of 38.5%. At the time, management forecast revenue growth of 13% for 2025 and expectations for the operating margin to expand by 2 percentage points to 29%. Sustaining that pace through 2030 would put it exactly on target to reach its goals. In fact, Netflix outperformed management's expectations for 2025. Revenue increased 16% and operating margin expanded nearly 3 percentage points to 29.5%. Management also disclosed that advertising revenue climbed more than 2.5-fold to more t...
Georgia Scrambles After Leak Reveals Rising Dependence On Russian Gas Via Eurasianet.org, Georgia’s imports of Russian gas rose sharply in 2025, with newly disclosed pricing showing higher costs than in previous years. The leak has sparked political backlash, as critics warn of renewed dependence on Gazprom and heightened risks of corruption and leverage. Authorities have launched a security inves...
Georgia Scrambles After Leak Reveals Rising Dependence On Russian Gas Via Eurasianet.org, Georgia’s imports of Russian gas rose sharply in 2025, with newly disclosed pricing showing higher costs than in previous years. The leak has sparked political backlash, as critics warn of renewed dependence on Gazprom and heightened risks of corruption and leverage. Authorities have launched a security investigation, framing the disclosure as a cyber incident rather than addressing the substance of the pricing shift. Officials are in damage-control mode in Georgia after the supposed unauthorized publication of a late 2025 state decree showing that the government’s reliance on Russian natural gas imports is growing and Tbilisi is now paying more for Russian imports than it has in the past. Earlier in January, Russia’s state-owned Gazprom announced it supplied 40.4 percent more gas to Georgia in 2025 than in the previous year. This surge can be seen within a broader Russian strategy to increase energy exports southward to partially offset the loss of the EU market due to sanctions. Gazprom also reported increases of over 20 percent in gas deliveries to Kazakhstan, Uzbekistan, and Kyrgyzstan. But the increase in import volume is only part of the story in Georgia: the revelation that Georgia is paying a premium for Russian gas has dealt a serious PR blow to Georgian Dream leaders. On January 13, the Georgian Government Administration published a decree, dated December 25, 2025, detailing the cost of gas purchased from Gazprom, although it was formally classified as a commercial secret. According to a local media outlet, Georgian Business Media (BMG), the contract specifies that Georgia pays $215 per thousand cubic meters (tcm) for the first 250 million cubic meters of Russian gas. Any imports above that volume cost $185/tcm. Previously, the country paid a flat rate of $185/tcm. “From 2025, the cost of imported Russian gas has therefore increased,” a BMG report noted, even as Georg...
Aston Villa have made a fresh enquiry to re-sign former midfielder Douglas Luiz on loan. The 27-year-old is currently on loan at Nottingham Forest from Juventus, but could leave the City Ground before Monday's transfer deadline. Chelsea are also interested in the Brazil international but sources have told BBC Sport his preference is Villa, where he made 204 appearances between 2019 and 2024. Villa...
Aston Villa have made a fresh enquiry to re-sign former midfielder Douglas Luiz on loan. The 27-year-old is currently on loan at Nottingham Forest from Juventus, but could leave the City Ground before Monday's transfer deadline. Chelsea are also interested in the Brazil international but sources have told BBC Sport his preference is Villa, where he made 204 appearances between 2019 and 2024. Villa sold Luiz to Juventus for £42.5m in June 2024 to help solve their profit and sustainability problems, but he made just three Serie A starts before joining Forest in August 2025. Luiz's loan to Forest will turn into a permanent move if he makes a certain number of appearances but he has not done so yet. Villa boss Unai Emery is looking to bolster his midfield options, with captain John McGinn out for up to two months with a knee issue and Boubacar Kamara expected to miss the rest of the season with a knee injury. Emery's side lost out on Conor Gallagher earlier this month after the England international opted to join Tottenham from Atletico Madrid for £35m. Villa are third in the Premier League - four points behind leaders Arsenal - and have qualified for the Europa League last 16 with one league-phase game to spare. Villa are also expected to complete the £18m signing of striker Tammy Abraham from Besiktas imminently after the striker had a medical in the UK. The Turkish side activated an £11.2m option to buy loanee Abraham from Roma on Monday and are now set to sell the 28-year-old to Villa.
Morgan Stanley Outlook on Apple (AAPL.US) Q1 Earnings Report: Short-term Pressures Persist, Awaiting Intensive Catalysts in the Second Half of the Fiscal Year 富途资讯
Morgan Stanley Outlook on Apple (AAPL.US) Q1 Earnings Report: Short-term Pressures Persist, Awaiting Intensive Catalysts in the Second Half of the Fiscal Year 富途资讯
Morgan Stanley Outlook on Apple (AAPL.US) Q1 Earnings Report: Short-term Pressures Persist, Awaiting Intensive Catalysts in the Second Half of the Fiscal Year 富途牛牛
Morgan Stanley Outlook on Apple (AAPL.US) Q1 Earnings Report: Short-term Pressures Persist, Awaiting Intensive Catalysts in the Second Half of the Fiscal Year 富途牛牛
More on UPS UPS Is Out Of The Hole, And My Portfolio (Downgrade) United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy United Parcel Service's Turnaround Story: Lower Expectations Doesn't Mean The Plan Is Working UPS Non-GAAP EPS of $2.38 beats by $0.18, revenue of $24.5B beats by $490M UPS Q4 2025 Earnings Preview: What to Expect
More on UPS UPS Is Out Of The Hole, And My Portfolio (Downgrade) United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy United Parcel Service's Turnaround Story: Lower Expectations Doesn't Mean The Plan Is Working UPS Non-GAAP EPS of $2.38 beats by $0.18, revenue of $24.5B beats by $490M UPS Q4 2025 Earnings Preview: What to Expect
By Aditya Soni Jan 27 (Reuters) - Microsoft and Meta will kick off Big Tech earnings this week under pressure to prove that their costly bets on artificial intelligence can power another year of strong growth as a resurgent Alphabet takes the lead in the high-stakes race. The companies, along with Amazon, are expected to lift their AI spending by 30% to more than $500 billion this year, an unprec...
By Aditya Soni Jan 27 (Reuters) - Microsoft and Meta will kick off Big Tech earnings this week under pressure to prove that their costly bets on artificial intelligence can power another year of strong growth as a resurgent Alphabet takes the lead in the high-stakes race. The companies, along with Amazon, are expected to lift their AI spending by 30% to more than $500 billion this year, an unprecedented outlay that will sharpen investor scrutiny. Doubts have deepened whether Microsoft has squandered a first-mover advantage in AI it secured through its OpenAI investment. Meta too is on the hook to show payoffs from its expensive push into superintelligence. Both stocks declined more than 6% in the last three months of 2025, while Amazon notched a small 5.1% gain after its November deal with OpenAI signaled that the largest cloud-computing provider in the U.S. was no longer an AI laggard. Alphabet shares, though, surged about 29% in that period, following a strong reception of Google's latest Gemini 3 model. The company also recently struck a deal to power Apple's revamped Siri. "Alphabet has the upper hand in the AI race as investors recognize that proprietary ecosystems, such as Apple and Search in Google, are tough to penetrate," said David Wagner, head of equities at Aptus Capital Advisors, a Big Tech investor. "Like in the internet boom, the first-mover advantage doesn't always win the marathon." Microsoft and Meta will report earnings on Wednesday, while Alphabet and Amazon report next week. AI BUBBLE FEARS REMAIN In the October-December quarter, Google Cloud revenue growth likely quickened to 35% from 33.5% in the previous three months, according to LSEG. Microsoft's Azure is expected to post a 38.8% rise, slower than the 40% jump it reported in the preceding quarter. Amazon Web Services likely grew 21.1%, up from 20.2% in the prior period. Still, doubts linger about the real-world benefits for the businesses adopting the technology, feeding into bubble ...
Medaro Mining ( MEDAF ) has proposed a non-brokered private placement of up to 3.33M units at a price of $0.30 per unit and up to 657,894 flow-through units at $0.38 per unit, for aggregate gross proceeds of up to $1.25M. Each unit will comprise one common share and one common share purchase warrant, with each warrant exercisable into one share at $0.45/share for a period of 24 months from the dat...
Medaro Mining ( MEDAF ) has proposed a non-brokered private placement of up to 3.33M units at a price of $0.30 per unit and up to 657,894 flow-through units at $0.38 per unit, for aggregate gross proceeds of up to $1.25M. Each unit will comprise one common share and one common share purchase warrant, with each warrant exercisable into one share at $0.45/share for a period of 24 months from the date of issuance. Each flow-through unit will comprise one share to be issued on a flow-through basis under the Income Tax Act (Canada) and one warrant exercisable into one non flow-through share at a price of $0.55/share for a period of 24 months from the date of issuance. Proceeds from the sale of the units are intended to be used for general working capital purposes, including to fund exploration work on the recently staked Sweden property and the Clay Howells REE property located in Ontario. Proceeds from the sale of the flow-through units are intended to be used to incur "Canadian exploration expenses" as defined in the Income Tax Act (Canada). Source: Press Release More on Medaro Mining Corp. Medaro Mining unveils $524,000 capital raise through 3.74M-unit offering Seeking Alpha’s Quant Rating on Medaro Mining Corp. Financial information for Medaro Mining Corp.
(RTTNews) - The UK stock market's benchmark index FTSE 100 climbed higher Tuesday morning, riding on gains in banking and technology sectors. Shares from the mining sector showed weakness. Investors, assessing the latest tariff threats by U.S. President Donald Trump, are also looking ahead to the Federal Reserve's monetary policy announcement, due on Wednesday. Trump, who threatened 100% tariffs o...
(RTTNews) - The UK stock market's benchmark index FTSE 100 climbed higher Tuesday morning, riding on gains in banking and technology sectors. Shares from the mining sector showed weakness. Investors, assessing the latest tariff threats by U.S. President Donald Trump, are also looking ahead to the Federal Reserve's monetary policy announcement, due on Wednesday. Trump, who threatened 100% tariffs on Canadian exports if the country strikes a trade deal with China, said he would raise tariffs on South Korean imports to 25% because of a delay in the South Korean Legislature approving a trade deal with the U.S. Meanwhile, India and the European Union successfully concluded a Free Trade Agreement, cutting tariffs on cars from 110% to 10% for 250,000 vehicles annually. The FTSE 100 was up 54.81 points or 0.54% at 10,203.66 a little while ago. HSBC Holdings climbed nearly 3%. Natwest Group gained 2.1%, while Barclays and Lloyds Banking Group moved up 1.5% and 1.3%, respectively. Standard Chartered gained 1.1%. Prudential advanced 2.15%. Kingfisher, St. James's Place, Spirax Group, Legal & General, Autotrader Group, Airtel Africa and Phoenix Group Holdings gained 1 to 1.7%. Fresnillo tumbled more than 3%. Antofagasta and Endeavour Mining lost 1.7% and 1.3%, respectively. Angalo American Plc shed about 0.7%. Experian, Entain, Convatec Group, Diageo, Sainsbury (J), JD Sports Fashion and Segro lost 0.8 to 1.7%. Shares of bootmaker Dr. Martens plummeted 12% after the company forecast broadly flat revenue for the whole of fiscal 2026, citing stronger currency headwinds. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Consumer financial services company Synchrony Financial (NYSE:SYF) fell short of the markets revenue expectations in Q4 CY2025, with sales flat year on year at $3.79 billion. Its GAAP profit of $2.04 per share was in line with analysts’ consensus estimates. Is now the time to buy Synchrony Financial? Find out in our full research report. Synchrony Financial (SYF) Q4 CY2025 Highlights: Net Interest...
Consumer financial services company Synchrony Financial (NYSE:SYF) fell short of the markets revenue expectations in Q4 CY2025, with sales flat year on year at $3.79 billion. Its GAAP profit of $2.04 per share was in line with analysts’ consensus estimates. Is now the time to buy Synchrony Financial? Find out in our full research report. Synchrony Financial (SYF) Q4 CY2025 Highlights: Net Interest Margin: 15.8% vs analyst estimates of 15.6% (18.2 basis point beat) Revenue: $3.79 billion vs analyst estimates of $3.85 billion (flat year on year, 1.5% miss) Efficiency Ratio: 36.9% vs analyst estimates of 32.8% (411.2 basis point miss) EPS (GAAP): $2.04 vs analyst estimates of $2.05 (in line) Tangible Book Value per Share: $37.21 vs analyst estimates of $39.01 (9.2% year-on-year growth, 4.6% miss) Market Capitalization: $27.92 billion Company Overview Powering over 73 million active accounts and partnerships with major brands like Amazon, PayPal, and Lowe's, Synchrony Financial (NYSE:SYF) provides credit cards, installment loans, and banking products through partnerships with retailers, healthcare providers, and digital platforms. Revenue Growth A company’s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Unfortunately, Synchrony Financial’s 6.1% annualized revenue growth over the last five years was mediocre. This wasn’t a great result compared to the rest of the financials sector, but there are still things to like about Synchrony Financial. Synchrony Financial Quarterly Revenue We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Synchrony Financial’s recent performance shows its demand has slowed as its annualized revenue growth of 4.9% over the last two years was below its five-year trend. Synchrony Financial Year-On-Year Revenu...
Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas , co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the v...
Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas , co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the vision is bold enough, the valuation levers off that rather than earnings and cash flows.” Over the past 12 months, the average forecast for Tesla’s 2026 net income has tumbled 56% from $14.1 billion to $6.1 billion. Yet, during the same period, analysts have raised their average 12-month price target for Tesla shares to $409.49 from $337.99. The stock is up 7% in that time after closing Tuesday at $435.20, well above Wall Street’s expectations for a year from now. The dynamic is “very unusual,” Colas said, since higher price targets typically go hand-in-hand with improving earnings estimates, not dimming expectations. The company reports its fourth-quarter and full-year results on Wednesday. A Tesla representative did not respond to a request for comment. Tesla’s stock, which raced to an all-time high in December before retreating some, trades at more than 195 times its expected earnings over the next 12 months. That’s by far the most-expensive valuation among the Magnificent Seven tech giants, which combined trade for around 29 times anticipated earnings. By comparison, its next closest peers in the group are Apple Inc. , Alphabet Inc. , Microsoft Corp. and Amazon.com Inc. , all of which are priced between 25 and 30 times forward earnings. The shares also have the second-highest multiple in the entire S&P 500 Index , trailing only takeover target Warner Bros. Discovery Inc. and well ahead of number three Palantir Technologies Inc. “If the stock was trading closer to peers, we might be inclined to suggest the risk/reward is appealing,” HSBC analyst Mike Tyndall wrote in a n...
Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas, co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the vi...
Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas, co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the vision is bold enough, the valuation levers off that rather than earnings and cash flows.” Most Read from Bloomberg Over the past 12 months, the average forecast for Tesla’s 2026 net income has tumbled 56% from $14.1 billion to $6.1 billion. Yet, during the same period, analysts have raised their average 12-month price target for Tesla shares to $409.49 from $337.99. The stock is up 7% in that time after closing Tuesday at $435.20, well above Wall Street’s expectations for a year from now. The dynamic is “very unusual,” Colas said, since higher price targets typically go hand-in-hand with improving earnings estimates, not dimming expectations. The company reports its fourth-quarter and full-year results on Wednesday. A Tesla representative did not respond to a request for comment. Tesla’s stock, which raced to an all-time high in December before retreating some, trades at more than 195 times its expected earnings over the next 12 months. That’s by far the most-expensive valuation among the Magnificent Seven tech giants, which combined trade for around 29 times anticipated earnings. By comparison, its next closest peers in the group are Apple Inc., Alphabet Inc., Microsoft Corp. and Amazon.com Inc., all of which are priced between 25 and 30 times forward earnings. The shares also have the second-highest multiple in the entire S&P 500 Index, trailing only takeover target Warner Bros. Discovery Inc. and well ahead of number three Palantir Technologies Inc. “If the stock was trading closer to peers, we might be inclined to suggest the risk/reward is appealing,” HSBC analyst Mike ...