Rémy Cointreau SA press release ( REMYF ): 9M Revenue of $735.4M. 2025-26 guidance confirmed: Sales: organic growth between stable and low single digits COP: organic decline between low double digits and mid-teens More on Rémy Cointreau SA Rémy Cointreau SA 2026 Q2 - Results - Earnings Call Presentation Rémy Cointreau SA (REMYY) Q2 2026 Earnings Call Transcript Remy Cointreau: High Inventory And O...
Rémy Cointreau SA press release ( REMYF ): 9M Revenue of $735.4M. 2025-26 guidance confirmed: Sales: organic growth between stable and low single digits COP: organic decline between low double digits and mid-teens More on Rémy Cointreau SA Rémy Cointreau SA 2026 Q2 - Results - Earnings Call Presentation Rémy Cointreau SA (REMYY) Q2 2026 Earnings Call Transcript Remy Cointreau: High Inventory And Overvaluation Global spirits glut forces producers to idle distilleries and cut prices: FT State of Alcohol: Consumption rates are down; innovation and M&A may be on the rise
Classic 2D animation may not be as prevalent as it once was, but some of the stuff we’re getting over the last few years has been incredible. That includes future classics like Mars Express and Scavengers Reign, and now you can add the Moebius-inspired Arco to the list. After making a splash on the festival circuit last year, the film is finally hitting theaters more widely on January 30th, so you...
Classic 2D animation may not be as prevalent as it once was, but some of the stuff we’re getting over the last few years has been incredible. That includes future classics like Mars Express and Scavengers Reign, and now you can add the Moebius-inspired Arco to the list. After making a splash on the festival circuit last year, the film is finally hitting theaters more widely on January 30th, so you can see it for yourself. Arco’s story is split across two time periods. In the distant future, humanity lives in cities elevated above the surface due to rising sea levels, but they’ve also developed the ability to time travel in order to scour the past for useful things like extinct seeds. Traveling through time has an almost magical feeling here; you do it while flying, powered by colorful suits and special crystals, and the result looks like a rainbow spreading across the sky. But there are also strict rules in place, as you need to be at least 12 years old to fly. The reason becomes obvious when a restless 10-year-old named Arco (Juliano Krue Valdi) attempts to travel through time using his sister’s gear and promptly ends up trapped in the past. That past is still our future, the year 2075, and it’s not all that dissimilar to our present day. People work too much, try to isolate themselves from the effects of climate change, and have an almost adversarial relationship with nature. The difference is that new technologies exacerbate many of these issues. Parents use holograms to make appearances at home while they work long hours, relegating most child-rearing duties — including education — to robots. When bad storms ravage the landscape, suburban dwellers stay safe within big clear domes that cover their homes. Things are bad, but most people seem content avoiding that reality. Arco crashes into this time period and meets a young girl named Iris (Romy Fay) who does her best to get him back home. Arco’s influences are clear from the very first moments of the film. The ch...
Each of these companies is a leader in an industry that's becoming increasingly important. Thanks to the rise of big tech and broader technology advancements, growth stocks have been the most popular on the market over the past decade or so. They get much more attention than dividend or value stocks, and in many cases, they're more lucrative, too. That said, not all growth stocks are created equal...
Each of these companies is a leader in an industry that's becoming increasingly important. Thanks to the rise of big tech and broader technology advancements, growth stocks have been the most popular on the market over the past decade or so. They get much more attention than dividend or value stocks, and in many cases, they're more lucrative, too. That said, not all growth stocks are created equal. Even with the flash, headlines, and big promises, some growth stocks haven't fully proved they have what it takes to succeed long term. In other cases, their long-term success is a relatively safe bet. If you're looking for growth stocks that fall into the safe bet bucket, look no further than these two. It won't always be smooth sailing, but I trust their long-term trajectory. 1. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing (TSM 2.26%) (TSMC) can sometimes slide under the radar, but much of the technology people use daily relies on the company's ability. It manufactures semiconductors (chips) used in many items, from smartphones to laptops to TVs to data centers. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -2.26 %) $ -7.73 Current Price $ 334.57 Key Data Points Market Cap $1.8T Day's Range $ 333.92 - $ 343.75 52wk Range $ 134.25 - $ 351.33 Volume 153K Avg Vol 13M Gross Margin 59.02 % Dividend Yield 0.90 % TSMC is a good long-term option because of its competitive moat. If manufacturing chips were easy, most major tech companies with billions to spare would be making their own chips instead of relying on TSMC. Unfortunately, it's not easy. It's much more cost-effective and reliable to rely on TSMC to do it. Advancing in semiconductor manufacturing requires tens of billions of dollars spent yearly on research and development, factory development and maintenance, and a highly skilled workforce. That's why TSMC has managed to keep its industry leadership for quite a while. Its market share is around 72%, but it's much higher...
Each of these companies is a leader in an industry that's becoming increasingly important. Thanks to the rise of big tech and broader technology advancements, growth stocks have been the most popular on the market over the past decade or so. They get much more attention than dividend or value stocks, and in many cases, they're more lucrative, too. That said, not all growth stocks are created equal...
Each of these companies is a leader in an industry that's becoming increasingly important. Thanks to the rise of big tech and broader technology advancements, growth stocks have been the most popular on the market over the past decade or so. They get much more attention than dividend or value stocks, and in many cases, they're more lucrative, too. That said, not all growth stocks are created equal. Even with the flash, headlines, and big promises, some growth stocks haven't fully proved they have what it takes to succeed long term. In other cases, their long-term success is a relatively safe bet. If you're looking for growth stocks that fall into the safe bet bucket, look no further than these two. It won't always be smooth sailing, but I trust their long-term trajectory. 1. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing (TSM 3.44%) (TSMC) can sometimes slide under the radar, but much of the technology people use daily relies on the company's ability. It manufactures semiconductors (chips) used in many items, from smartphones to laptops to TVs to data centers. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -3.44 %) $ -11.76 Current Price $ 330.54 Key Data Points Market Cap $1.8T Day's Range $ 328.21 - $ 343.75 52wk Range $ 134.25 - $ 351.33 Volume 256K Avg Vol 13M Gross Margin 59.02 % Dividend Yield 0.90 % TSMC is a good long-term option because of its competitive moat. If manufacturing chips were easy, most major tech companies with billions to spare would be making their own chips instead of relying on TSMC. Unfortunately, it's not easy. It's much more cost-effective and reliable to rely on TSMC to do it. Advancing in semiconductor manufacturing requires tens of billions of dollars spent yearly on research and development, factory development and maintenance, and a highly skilled workforce. That's why TSMC has managed to keep its industry leadership for quite a while. Its market share is around 72%, but it's much highe...
In early trading on Thursday, shares of International Business Machines topped the list of the day's best performing Dow Jones Industrial Average components, trading up 9.7%. Year to date, International Business Machines registers a 14.1% gain. And the worst performing Dow component thus far on the day is Microsoft, trading down 5.1%. Microsoft is lower by about 0.4% looking at the year to date pe...
In early trading on Thursday, shares of International Business Machines topped the list of the day's best performing Dow Jones Industrial Average components, trading up 9.7%. Year to date, International Business Machines registers a 14.1% gain. And the worst performing Dow component thus far on the day is Microsoft, trading down 5.1%. Microsoft is lower by about 0.4% looking at the year to date performance. Two other components making moves today are Caterpillar, trading down 5.0%, and Sherwin-Williams, trading up 2.1% on the day. VIDEO: Dow Movers: MSFT, IBM The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Elon Musk just made Tesla Inc's (NASDAQ:TSLA) most ambitious pivot yet. From cars to robots, AI chips, and autonomy—Musk is framing humanoid robots as a macroeconomic force, not a sci-fi side bet. On Tesla's fourth quarter earnings call, Musk said Optimus robots could "move the needle on US GDP significantly." He basically signalled that Tesla sees humanoid AI hardware as its next platform-scale p...
Elon Musk just made Tesla Inc's (NASDAQ:TSLA) most ambitious pivot yet. From cars to robots, AI chips, and autonomy—Musk is framing humanoid robots as a macroeconomic force, not a sci-fi side bet. On Tesla's fourth quarter earnings call, Musk said Optimus robots could "move the needle on US GDP significantly." He basically signalled that Tesla sees humanoid AI hardware as its next platform-scale product. From EVs To Robots: A Factory-Scale Pivot Tesla plans to wind down Model S and X production to free up factory space for Optimus, with Musk targeting "a million units a year" in the long run. That ambition targets iPhone-scale production for physical AI hardware. Tesla is pitching Optimus 3 (expected in the coming months) as a general-purpose robot that can learn tasks through observation, instruction, or video demonstration. It could position Tesla as a potential AI labor platform, not just an automaker. The Utopian Vision: ‘Universal High Income' Musk reframed Tesla's mission around AI-driven abundance, arguing "we actually are headed to a future of universal high income." The narrative reset positions Tesla at the center of a post-labor, AI-driven economy. AI Chips As The Real Bottleneck Musk warned that AI hardware—not EV demand—could cap Tesla's growth. He called chip supply the biggest constraint for the next three to four years. He floated building a Tesla "terafab" to produce logic and memory domestically, citing geopolitical risks and supply chain fragility. Why This Matters The subtext is clear: Tesla is reallocating capital from legacy vehicles toward robots, AI chips, and autonomy. That could imply massive upside, massive capex, and uncertain timelines. Musk is pitching Optimus as the next iPhone moment—platform-scale, economy-shifting, and existential for Tesla's valuation. The market now has to decide how much of that future to price in today. Photo: Shutterstock
Blackstone President and COO Jon Gray says he expects a strong deal environment amid an economy that looks pretty good this year. Speaking with Dani Burger on "Bloomberg Open Interest," Gray also comments on the fears of an AI bubble and what he sees as risks to the markets. (Source: Bloomberg)
Blackstone President and COO Jon Gray says he expects a strong deal environment amid an economy that looks pretty good this year. Speaking with Dani Burger on "Bloomberg Open Interest," Gray also comments on the fears of an AI bubble and what he sees as risks to the markets. (Source: Bloomberg)
Earnings Call Insights: Virtu Financial, Inc. (VIRT) Q4 2025 Management View CEO Aaron Simons stated that the company’s prepared remarks will now focus primarily on financial results to allow more time for Q&A. Simons highlighted, "Last call, we spoke about our plans to grow our trading by investing in our infrastructure, acquiring talent and expanding our capital base. We also emphasize that this...
Earnings Call Insights: Virtu Financial, Inc. (VIRT) Q4 2025 Management View CEO Aaron Simons stated that the company’s prepared remarks will now focus primarily on financial results to allow more time for Q&A. Simons highlighted, "Last call, we spoke about our plans to grow our trading by investing in our infrastructure, acquiring talent and expanding our capital base. We also emphasize that this growth would be a broad effort across the firm not limited to a handful of initiatives." He noted that the fourth quarter previewed the impact of this renewed focus on growth, with results positively affected by a favorable operating environment and the dynamic deployment of newly added capital. CFO Cindy Lee reported, "For the fourth quarter of 2025, we generated adjusted net trading income or ANTI of $9.7 million per day or a total of $613 million. This was the highest quarterly total since Q1 2021." She also stated, "Virtu Execution Services reached $2 million per day for the quarter and $1.9 million per day for the full year. This is the seventh consecutive quarter of increased ANTI for VES and high watermark since early 2022." Lee further said, "We generated $442 million in adjusted EBITDA, representing a 72% margin. Adjusted EPS was $1.85. For the full year 2025, we recorded $1.4 billion in adjusted EBITDA, 65% margin and $5.73 in adjusted EPS." Outlook Management indicated an ongoing commitment to expanding the capital base and deploying capital dynamically. Simons reiterated that the growth strategy is not confined to isolated initiatives, but instead is a firm-wide push to increase trading capital, strengthen infrastructure, and acquire talent. The company maintained its quarterly dividend of $0.24 per share. As Lee explained, "We will continue to expand our capital base, strengthen our infrastructure and deploy capital where we see the greatest opportunities, all while maintaining our quarterly dividend." Financial Results Virtu reported $9.7 million per day in a...
Eurofins Scientific press release ( ERFSF ): FY GAAP EPS of € 2.31. Revenue of € 7.29M. More on Eurofins Scientific Eurofins Scientific SE 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Eurofins Scientific Historical earnings data for Eurofins Scientific Dividend scorecard for Eurofins Scientific Financial information for Eurofins Scientific
Eurofins Scientific press release ( ERFSF ): FY GAAP EPS of € 2.31. Revenue of € 7.29M. More on Eurofins Scientific Eurofins Scientific SE 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Eurofins Scientific Historical earnings data for Eurofins Scientific Dividend scorecard for Eurofins Scientific Financial information for Eurofins Scientific
Eurofins Scientific press release ( ERFSF ): FY GAAP EPS of € 2.31. Revenue of € 7.29B. More on Eurofins Scientific Eurofins Scientific SE 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Eurofins Scientific Historical earnings data for Eurofins Scientific Dividend scorecard for Eurofins Scientific Financial information for Eurofins Scientific
Eurofins Scientific press release ( ERFSF ): FY GAAP EPS of € 2.31. Revenue of € 7.29B. More on Eurofins Scientific Eurofins Scientific SE 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Eurofins Scientific Historical earnings data for Eurofins Scientific Dividend scorecard for Eurofins Scientific Financial information for Eurofins Scientific
SOCAM Market Demand Rises with Qualcomm and AMD Entry Impacting Global DRAM Supply Chain The market for Small Area Memory (SOCAM), increasingly referred to as the "second High Bandwidth Memory (HBM)," is widening. The SOCAM modules which NVIDIA introduced as their first product are now being evaluated by Qualcomm and AMD, who will use them in their new AI server chips. The growing demand for SOCAM...
SOCAM Market Demand Rises with Qualcomm and AMD Entry Impacting Global DRAM Supply Chain The market for Small Area Memory (SOCAM), increasingly referred to as the "second High Bandwidth Memory (HBM)," is widening. The SOCAM modules which NVIDIA introduced as their first product are now being evaluated by Qualcomm and AMD, who will use them in their new AI server chips. The growing demand for SOCAM technology has created challenges for manufacturers who need to handle reduced availability of LPDDR DRAM, which serves as the primary material for SOCAM production. New Players Entering the SOCAM Space Qualcomm is currently examining its supply chain to implement SOCAM as part of its AI server semiconductor development according to industry sources. Qualcomm, which specializes in smartphone application processors, plans to enter the AI server market with its upcoming AI200 and AI250 chips to compete against NVIDIA within the next two years. AMD operates in the AI GPU market as a leading company which has shared prototype memory products with Samsung Electronics and other memory manufacturers to test their new SOCAM technology. Understanding SOCAM Technology NVIDIA developed SOCAM as a dedicated DRAM module format which serves its GPU server systems. SOCAM stores DRAM components through its module design, which assembles four DRAM chips into a separate unit instead of using the conventional onboard DRAM installation method that requires direct soldering to the server motherboard. The DRAM module base construction, which introduces additional data routing paths, results in enhanced data transmission speeds for the system. The module design allows for easy part replacement which enables sustained server functionality throughout its extended operational timeframe. NVIDIA is now implementing its second-generation SOCAM (SOCAM 2) system for use with its Vera server CPU products. Design Variations and Standardization Challenges The original SOCAM design from NVIDIA uses a rectan...
Technology stock selling accelerated around 10 a.m. ET. The Nasdaq Composite sank 1.6%. The S&P 500 fell 0.8%. The Dow dropped 80 points, or 0.2%. A majority of stocks in the S&P 500 were on the rise, but the index’s tech sector was down 3%.
Technology stock selling accelerated around 10 a.m. ET. The Nasdaq Composite sank 1.6%. The S&P 500 fell 0.8%. The Dow dropped 80 points, or 0.2%. A majority of stocks in the S&P 500 were on the rise, but the index’s tech sector was down 3%.
Despite an estimated outlay of $6bn since 2022, LIV appears to be far away from establishing itself in the the manner of PIF projects in other sports In one sense, it is difficult to detect anything warm and cuddly in all of this. Elite golfers, who were already obscenely rich, take the bounty on offer from a Saudi Arabian-backed disruption model before shuffling back whence they came – essentiall...
Despite an estimated outlay of $6bn since 2022, LIV appears to be far away from establishing itself in the the manner of PIF projects in other sports In one sense, it is difficult to detect anything warm and cuddly in all of this. Elite golfers, who were already obscenely rich, take the bounty on offer from a Saudi Arabian-backed disruption model before shuffling back whence they came – essentially for a trivial penalty – when the novelty wears off. This is hardly sport at its purest. Instead, an admission by Brooks Koepka and Patrick Reed that they blundered in believing the fairways were greener on the LIV side. The PGA Tour, desperate to portray themselves as the big boys in the playground, welcome one-time pariahs back with open arms. Other golfers who spurned LIV’s fluttering eyelashes scratch their heads, wondering why they bothered. There is, however, an underlying and endearing point. All the petroleum pounds in the world are no substitute for legacy. Trying to match the achievements of Arnold Palmer, Tiger Woods and Rory McIlroy carries significance. LIV golf has no relevance beyond its own domain. Saudi Arabia has made inroads into various sports but, in golf, the kingdom is unquestionably doomed. LIV is on the road towards oblivion, far earlier than most had anticipated. Only those who will gain financially from its continuation can try to spin an alternative story. Continue reading...
STOCKS The epic metals rally broke new ground Thursday, while stock investors dug into blockbuster tech earnings. Gold prices neared $5,600 an ounce for the first time, and silver futures also hit record highs.
STOCKS The epic metals rally broke new ground Thursday, while stock investors dug into blockbuster tech earnings. Gold prices neared $5,600 an ounce for the first time, and silver futures also hit record highs.
Oracle Corp. shares have fallen more than 50% from last year’s all-time high as investors concerned about the artificial intelligence trade and the company’s links to OpenAI flee the stock. The stock’s decline has erased about $463 billion in market value from a record hit on Sept. 10 after the company reported an impressive outlook for its cloud business that pointed to soaring demand for AI. The...
Oracle Corp. shares have fallen more than 50% from last year’s all-time high as investors concerned about the artificial intelligence trade and the company’s links to OpenAI flee the stock. The stock’s decline has erased about $463 billion in market value from a record hit on Sept. 10 after the company reported an impressive outlook for its cloud business that pointed to soaring demand for AI. The rally brought Oracle’s valuation to more than $933 billion, making it the 10th most valuable publicly-listed US company at the time. The swift decline in Oracle shares has been amplified by growing investor concern over AI as the biggest technology companies continue to pledge billions of dollars in capital expenditures to build out data centers, in some cases without a clear return on investment. Added to the mix are circular deals between OpenAI, a private company that’s not profitable, and companies such as Oracle and Nvidia. Oracle has also raised tens of billions of dollars of bonds recently through note sales in its name and indirectly through projects it’s backing. “There’s some assumptions built in here about what OpenAI is going to spend and where are they getting that money and, you know, is this really going to happen,” said Eric Diton , president and managing director of Wealth Alliance, an investment advisory firm. “Maybe Oracle stock got way ahead of fundamentals and now the market’s saying, alright, show me, I wanna see it.” Read More: Oracle’s $300 Billion AI Bet Has Fast Become a Bubble Barometer Oracle’s December earnings report kicked off the most recent leg lower, as the company said it ramped up spending on AI data centers, feeding concerns about how long it will take for the expenditures to pay off. A measure of Oracle’s credit risk jumped to its highest level since 2009 following the report. Shares have also been weighed down by news that Blue Owl Capital , which has helped finance data center projects for Oracle and Meta Platforms Inc , is not inclu...
Bloomberg Oracle Corp. shares have fallen more than 50% from last year’s all-time high as investors concerned about the artificial intelligence trade and the company’s links to OpenAI flee the stock. The stock’s decline has erased about $463 billion in market value from a record hit on Sept. 10 after the company reported an impressive outlook for its cloud business that pointed to soaring demand f...
Bloomberg Oracle Corp. shares have fallen more than 50% from last year’s all-time high as investors concerned about the artificial intelligence trade and the company’s links to OpenAI flee the stock. The stock’s decline has erased about $463 billion in market value from a record hit on Sept. 10 after the company reported an impressive outlook for its cloud business that pointed to soaring demand for AI. The rally brought Oracle’s valuation to more than $933 billion, making it the 10th most valuable publicly-listed US company at the time. Most Read from Bloomberg The swift decline in Oracle shares has been amplified by growing investor concern over AI as the biggest technology companies continue to pledge billions of dollars in capital expenditures to build out data centers, in some cases without a clear return on investment. Added to the mix are circular deals between OpenAI, a private company that’s not profitable, and companies such as Oracle and Nvidia. Oracle has also raised tens of billions of dollars of bonds recently through note sales in its name and indirectly through projects it’s backing. “There’s some assumptions built in here about what OpenAI is going to spend and where are they getting that money and, you know, is this really going to happen,” said Eric Diton, president and managing director of Wealth Alliance, an investment advisory firm. “Maybe Oracle stock got way ahead of fundamentals and now the market’s saying, alright, show me, I wanna see it.” Oracle’s December earnings report kicked off the most recent leg lower, as the company said it ramped up spending on AI data centers, feeding concerns about how long it will take for the expenditures to pay off. A measure of Oracle’s credit risk jumped to its highest level since 2009 following the report. Shares have also been weighed down by news that Blue Owl Capital, which has helped finance data center projects for Oracle and Meta Platforms Inc, is not included in final negotiations on an equity deal...