Despite tariffs and geopolitical issues with China, Apple ( AAPL ) is still expected to deliver its largest year-over-year revenue jump in four years when it releases its first quarter fiscal 2026 financial results on Thursday, Jan. 29. Apple CEO Tim Cook said first-quarter revenue is expected to demonstrate year-over-year growth ranging from 10% to 12%, which translates to $136.7B to $139.2B. Thi...
Despite tariffs and geopolitical issues with China, Apple ( AAPL ) is still expected to deliver its largest year-over-year revenue jump in four years when it releases its first quarter fiscal 2026 financial results on Thursday, Jan. 29. Apple CEO Tim Cook said first-quarter revenue is expected to demonstrate year-over-year growth ranging from 10% to 12%, which translates to $136.7B to $139.2B. This would easily eclipse Apple's previous record high quarterly revenue of $124.3B set during the first quarter of fiscal 2025. What's more, it would stand as Apple's most significant year-over-year revenue jump since the first quarter of fiscal 2022, when it posted an 11.2% increase. A consensus estimate expects Apple to report GAAP earnings per share of $2.67 on revenue of $138.47B. If the consensus estimate for EPS proves correct, it would break the previous record of $2.40 set during the first quarter of fiscal 2025. "As always, Q1 results are key to monitoring the performance of the iPhone (56% of revenues in Q1 25)," said HSBC analysts, led by Nicolas Cote-Colisson, in an investor note. This metric should prove positive as Apple led the global smartphone market in 2025 with a 20% share and 10% YoY shipment growth, the highest among the top five brands, according to preliminary estimates from Counterpoint Research . Apple also led Q4 smartphone shipments, accounting for a quarter of global shipments, its highest-ever share, followed by Samsung ( SSNLF ) at 17%. What's more, Apple led China's smartphone market in the fourth quarter with a 21.8% share. "Apple's success is largely driven by the success of the iPhone 17 series, in particular, the iPhone 17 Pro and Pro Max, as well as the continued success of the iPhone 16 in key emerging markets," Cote-Colisson said. However, it will be important to monitor the effects of rising memory prices due to the supply crunch related to unprecedented demand stemming from AI data centers. Several reports have said data centers will co...
The PLA Navy hospital ship Silk Road Ark arrived at the Uruguayan port of Montevideo last Tuesday for a four-day technical stop. The port call, as reported by China’s state news agency Xinhua , marked the first visit by a Chinese naval vessel to Uruguay – which sits between South America’s two biggest economies, Brazil and Argentina. Analysts said the inaugural visit signalled that Beijing’s effor...
The PLA Navy hospital ship Silk Road Ark arrived at the Uruguayan port of Montevideo last Tuesday for a four-day technical stop. The port call, as reported by China’s state news agency Xinhua , marked the first visit by a Chinese naval vessel to Uruguay – which sits between South America’s two biggest economies, Brazil and Argentina. Analysts said the inaugural visit signalled that Beijing’s efforts to expand its military exchanges in the western hemisphere were unaffected by America’s military raid in Venezuela earlier this month. Advertisement Amid the broader US-China competition for regional influence, Uruguay has sped up economic and diplomatic alignment with China. The Chinese naval visit came at a sensitive time – barely a fortnight after the US captured Venezuelan leader Nicolas Maduro as part of President Donald Trump’s attempts to restore Washington’s strategic sway in the region. Cui Shoujun, professor and deputy director of the Institute of International Development Studies at Renmin University, said the port call indicated that China’s naval exchanges with South American countries remained unaffected.
The American Academy of Pediatrics has released new guidance on how to protect children’s mental health in the digital age – emphasizing the need for systemic changes as well as parental engagement that goes beyond limiting screen time. Jessica Schleider, an adolescent psychologist and professor at Northwestern University whose lab develops digital mental health interventions, said the new policy ...
The American Academy of Pediatrics has released new guidance on how to protect children’s mental health in the digital age – emphasizing the need for systemic changes as well as parental engagement that goes beyond limiting screen time. Jessica Schleider, an adolescent psychologist and professor at Northwestern University whose lab develops digital mental health interventions, said the new policy statement was “really refreshing to see”, because it contrasts with conventional wisdom that places too much of the safety burden on individual parents. Common advice like “limiting individual youth access to screens”, or asking parents to keep tabs on their children’s every digital movement is “not only impossible, but for adolescents in particular, potentially invasive”, Schleider said. Instead, the AAP is “putting more emphasis on the structural responsibility of companies and society”, Schleider said. Their statement recommends regulations that limit “overt, sexualized, commercialised, or harmful content to youth”, including algorithms that send teens and children down rabbit holes with damaging themes. This guidance is also more nuanced than recent moves towards outright social media bans for certain age groups. Last month, Australia imposed a ban on all social media accounts for youth under 16. Schleider says the ban is “very unfortunate” because while social media platforms are indeed designed in a harmful way, bans do nothing to make those platforms safer. “Social media is the first and often only place that young people seek out help and support, and cutting that off immediately with no warning has really adverse consequences,” she said. In her own research, Schleider has found that youth who need mental health treatment are more likely to get access in states that do not require parental consent. This is one example of why, in Schleider’s view, it’s healthier for teens to have some level of autonomy in their digital lives. The AAP policy statement does include adv...
Leicester City are on the brink of sacking Martí Cifuentes after dropping to 14th in the Championship. Leicester are to hold crunch boardroom talks on Sunday to determine the manager’s future. Leicester slumped to a humiliating home defeat against struggling Oxford United on Saturday and have won one of their past five matches. Leicester appointed Cifuentes on a three-year contract last summer wit...
Leicester City are on the brink of sacking Martí Cifuentes after dropping to 14th in the Championship. Leicester are to hold crunch boardroom talks on Sunday to determine the manager’s future. Leicester slumped to a humiliating home defeat against struggling Oxford United on Saturday and have won one of their past five matches. Leicester appointed Cifuentes on a three-year contract last summer with designs on an instant return to the Premier League but have failed to establish themselves as promotion contenders. Leicester are thought to have lost faith in the Spaniard, who spent the previous two seasons at QPR. Leicester’s owner, Aiyawatt “Top” Srivaddhanaprabha, attended Saturday’s defeat at the King Power Stadium, during which supporters chanted against Cifuentes and also the club’s hierarchy. Fans have grown disillusioned with the ownership after being relegated from the Premier League in 2022-23. The director of football, Jon Rudkin, is under fierce scrutiny. After the defeat by Oxford, Cifuentes said: “It’s not a pleasant situation as a manager and as a person because you want to do well for them and it’s sad that they feel this way. At the same time, I know football is about results. At the moment, there’s a number of fans who are not happy with a lot of things. But as the manager you need to be accountable and responsible.” Leicester are hamstrung by profitability and sustainability regulations and face a points deduction this season for allegedly breaching rules. Leicester are limited to signing loan players before the transfer deadline on Monday 2 February. The Foxes are without a clean sheet in 23 league games and have struggled to find consistency. Leicester return to league action at home to Charlton next Saturday.
Altman’s campaigning for his company coincides with its use of enormous present resources to serve an imagined future Sam Altman has claimed over the years that the advancement of AI could solve climate change, cure cancer, create a benevolent superintelligence beyond human comprehension, provide a tutor for every student, take over nearly half of the tasks in the economy and create what he calls ...
Altman’s campaigning for his company coincides with its use of enormous present resources to serve an imagined future Sam Altman has claimed over the years that the advancement of AI could solve climate change, cure cancer, create a benevolent superintelligence beyond human comprehension, provide a tutor for every student, take over nearly half of the tasks in the economy and create what he calls “universal extreme wealth”. In order to bring about his utopian future, Altman is demanding enormous resources from the present. As CEO of OpenAI, the world’s most valuable privately owned company, he has in recent months announced plans for $1tn of investment into datacenters and struck multibillion-dollar deals with several chipmakers. If completed, the datacenters are expected to use more power than entire European nations . OpenAI is pushing an aggressive expansion – encroaching on industries like e-commerce, healthcare and entertainment – while increasingly integrating its products into government, universities, and the US military and making a play to turn ChatGPT into the new default homepage for millions. Continue reading...
Clootie dumpling is, let’s face it, a much better name than spotted dick, but if you were fond of the latter at school, you’ll probably enjoy this very similar, classic Scottish steamed pudding. Not too sweet and, thanks to the apple and carrot, lighter than it sounds, this is a proper winter dessert and the perfect end to a Burns supper, especially when served with custard or ice-cream. Prep 20 m...
Clootie dumpling is, let’s face it, a much better name than spotted dick, but if you were fond of the latter at school, you’ll probably enjoy this very similar, classic Scottish steamed pudding. Not too sweet and, thanks to the apple and carrot, lighter than it sounds, this is a proper winter dessert and the perfect end to a Burns supper, especially when served with custard or ice-cream. Prep 20 min Cook 3 hr 15 min Serves 8-10 110g fresh suet, or dried suet or a vegetarian alternative 225g plain flour, plus extra for dusting ½ tsp baking powder ½ tsp fine salt 1 tsp mixed spice 1 tsp ground ginger ¼ tsp ground allspice ¼ tsp nutmeg 110g soft brown sugar 75g fine fresh breadcrumbs 25g coarse oatmeal, or 25g extra breadcrumbs 200g currants 100g sultanas or raisins – golden ones look especially pretty 1 large green apple 1 carrot Finely grated zest of 1 unwaxed orange or lemon 1 egg, beaten 2 tbsp treacle About 60ml milk Half-fill a large saucepan for which you have a lid with water, then bring to a boil (if you have a pan with handles on the side, so much the better). Soak a clean tea towel (a smooth one, rather than anything fluffy or towel-like) or cheesecloth in water. And have ready some butcher’s string, or similar. 2 A note on the suet Though suet sounds heavy, its high melting point gives the dumpling dough a fluffy lightness. Fresh suet (the hard fat from around the kidneys, rather than generic beef fat) has the best flavour, but dry stuff, which also comes in vegetarian versions, will do fine. If using fresh, put it in the freezer while you prepare the rest. 3 Start the dumpling mix Put the flour (if you prefer wholemeal, you may need to use more milk later) in a large bowl with the baking powder and salt. Whisk in all the spices (cinnamon would be a nice addition, or you might just use two teaspoons of mixed spice). Then, whisk in the sugar (dark brown sugar would give a richer flavour, but white is acceptable). The breadcrumbs should be the fluffy and fres...
“I don’t say this lightly, but I feel traumatised by this,” said Sarah*, a leaseholder who owns a one-bedroom flat in Moseley, south Birmingham. “Every time I open the front door to my house I’m expecting some frightening letter with lots of zeros on it. It has ruined my life, to be honest.” Sarah works full-time as a school teacher, but has been forced to take up a second job to pay the spirallin...
“I don’t say this lightly, but I feel traumatised by this,” said Sarah*, a leaseholder who owns a one-bedroom flat in Moseley, south Birmingham. “Every time I open the front door to my house I’m expecting some frightening letter with lots of zeros on it. It has ruined my life, to be honest.” Sarah works full-time as a school teacher, but has been forced to take up a second job to pay the spiralling bills from the management company of her building. While she was aware of the annual service charge of around £1,400, she wasn’t prepared for the bills for a reserve fund which have risen steeply as the management company aims to secure an extra £400,000 from residents for a roof replacement and other projects. At one point she was paying £800 a month to cover the service charge and reserve fund contributions, and then, just before Christmas, a notice asking her for almost £14,000 landed on her doorstep. “I just did not expect any of this when I purchased my property,” she said. “I feel like it is the worst decision I’ve ever made – it has ruined me financially. I’m sure there are lots of people feeling the same as me. If the government want people to purchase property, this needs to stop.” Leaseholders across England have urged the government to speed up its long-awaited leasehold reform, which has passed into law but much of which has yet to be implemented via secondary legislation. Labour initially promised to abolish leasehold within 100 days of taking office, but dropped this pledge because of the complicated nature of the task. View image in fullscreen Leaseholders across England have urged the government to speed up its long-awaited leasehold reform. Photograph: Martin Godwin/The Guardian There are reports of infighting in the Cabinet Office over the exact details of the secondary leasehold reform bill, which was originally due to be published before Christmas but has yet to materialise. The government has promised changes, including making it cheaper to extend lea...
In this article STLA GM F Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump and CEO of Ford Jim Farley clap, as President Trump visits a Ford production center, in Dearborn, Michigan, U.S., January 13, 2026. Evelyn Hockstein | Reuters DETROIT — The only consistency has been inconsistency for the U.S. automotive industry during the first half of this decade — a trend that'...
In this article STLA GM F Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump and CEO of Ford Jim Farley clap, as President Trump visits a Ford production center, in Dearborn, Michigan, U.S., January 13, 2026. Evelyn Hockstein | Reuters DETROIT — The only consistency has been inconsistency for the U.S. automotive industry during the first half of this decade — a trend that's expected to continue amid challenging market conditions in 2026. The U.S. auto sector — a crucial driver of the economy estimated around 4.8% of America's gross domestic product — has endured rolling crises since the Covid-19 pandemic shuttered U.S. assembly plants in early 2020. The global health crisis was followed by yearslong supply chain issues, semiconductor chip shortages , political whipsawing, tariffs and other challenges for all-electric and autonomous vehicles. Automakers have been surprisingly resilient during the challenges, but those issues are now combining with more traditional industry problems of affordability and slowing consumer demand. That's all creating a more challenging environment for automakers in 2026. "We've got to plan for the worst and hope for the best," Hyundai North America CEO Randy Parker told CNBC during an interview. "That's the situation that we're in right now." Other executives have expressed similar sentiments as they prepare for a "new" U.S. automotive industry: one that's more expensive, smaller and, by many means, less predictable. Automotive forecasters are calling for steady to lower sales this year, despite industry sales only hitting 16.3 million units last year . That was the highest level since the pandemic in 2020, but down from more than 17 million for five consecutive years before the global health crisis, according to industry data. "Anyone in the auto industry … we should all be very careful about consumer demand," Ford Motor CEO Jim Farley said Jan. 13 during an event for the Detroit Auto Show. "That's really import...
Liubomyr Vorona/iStock via Getty Images Performance Assessment Tesla, Inc. ( TSLA ) has slightly lagged the broader market index since my last article on the stock: Performance since Author's Last Article on TSLA (Seeking Alpha, Author's Last Article on TSLA) Thesis Tesla is due to release its Q4 FY25 results on Wednesday, 28 January. Here's how I'm looking at the stock ahead of this earnings rele...
Liubomyr Vorona/iStock via Getty Images Performance Assessment Tesla, Inc. ( TSLA ) has slightly lagged the broader market index since my last article on the stock: Performance since Author's Last Article on TSLA (Seeking Alpha, Author's Last Article on TSLA) Thesis Tesla is due to release its Q4 FY25 results on Wednesday, 28 January. Here's how I'm looking at the stock ahead of this earnings release: Tesla is making promising progress on scaling robotaxis. Favorable revenue mix shifts allow for gross margin expansion. Believe it or not, the valuations are reasonable. TSLA/S&P 500 ( SP500 ) may be ready to break out to the upside. Tesla is Making Promising Progress on Scaling Robotaxis In the last quarter's earnings call , Musk stated that they expect robotaxis to be running without the supervision of safety drivers by the end of 2025: But we are expecting to have no safety drivers in at least large parts of Austin by the end of this year. So within a few months, we expect to have no safety drivers at all at least in parts of Austin. - CEO Elon Musk in the Q3 FY25 earnings call . As Musk has a tendency to overpromise and deliver late, I believe it is a big success for them to hit this milestone just 1 month later than forecast . Unsupervised robotaxis for Tesla is a major validation of the company's cameras-only approach. This strategic choice makes production more cost-efficient and scalable than Alphabet's ( GOOGL , GOOG ) Waymo, which relies on expensive LIDAR technology. In the upcoming earnings call on January 28th, I would be keen to hear updates showcasing continued momentum in the robotaxis rollout. In my opinion, this is the single biggest narrative driving the value of TSLA stock right now. Notice that some long-time Tesla bulls are banking on adoption rates surprising to the upside: We’re keeping an eye on how quickly Tesla’s footprint is expanding here, and it’s expanding a lot faster, I think, than many people expected... So I think this is actually goi...
MoMo Productions/DigitalVision via Getty Images Back in August of last year, I argued that a recession is imminent absent a major change by the US government. Years of inflationary pressures and high-interest rates aimed at combating them, in addition to tariffs that prove to be a tax on the American consumer, would ultimately feed the culprits. We have yet to see that recession, but I do remain a...
MoMo Productions/DigitalVision via Getty Images Back in August of last year, I argued that a recession is imminent absent a major change by the US government. Years of inflationary pressures and high-interest rates aimed at combating them, in addition to tariffs that prove to be a tax on the American consumer, would ultimately feed the culprits. We have yet to see that recession, but I do remain adamant that my assessment was correct. If there is going to be anything that disproves my stance on the matter, it would very likely be the industrial economy. The industrial sector specifically has achieved performance in recent months that is conflicting, to say the least. In some ways, it is performing horribly. And in other ways, its performance is relatively robust. I think, however, that when you read between the lines and look at the picture in its entirety, we are still looking at a rather precarious situation. Broadly speaking, the economy is struggling in some key ways. That doesn't mean that there won't be bright spots along the way. And at some point, one of two things will have to break. Either the data that is coming in strong right now will have to weaken, or everything else will have to get stronger. The good news is that we should get some more insight in the coming days. This is because some of the major industrial firms out there, such as The Boeing Company ( BA ), Lockheed Martin ( LMT ), RTX Corporation ( RTX ), Caterpillar ( CAT ), GE Vernova ( GEV ), and Honeywell International ( HON ), are expected to announce financial results for their latest quarters this week. As we approach that time, analysts do expect revenue to improve for most of these firms. And from a profitability standpoint, the expectation is mixed. But hopefully, as this data comes in, we will get a better idea of what is going on. Now, however, I think that a more cautious stance is warranted. A Mixed Bag If you look at almost any other aspect of the economy, with perhaps the one othe...
z1b/iStock via Getty Images Earnings season can be a great time to take advantage of market irrationality, especially when short-term investors on Wall Street hit the panic sell button on otherwise well-rounded companies. This creates opportunities for long-term retail investors who are hunting for bargains with proven track records of shareholder value creation. This brings me to Abbott Laborator...
z1b/iStock via Getty Images Earnings season can be a great time to take advantage of market irrationality, especially when short-term investors on Wall Street hit the panic sell button on otherwise well-rounded companies. This creates opportunities for long-term retail investors who are hunting for bargains with proven track records of shareholder value creation. This brings me to Abbott Laboratories ( ABT ), which I last covered back in August 2022, highlighting its strong business segments and strategic opportunities in the diabetes and cardiovascular spaces. ABT stock has come under pressure as of late. This is due to weakness in the Nutrition business and softer performance in the diagnostics segment as COVID-19 test volumes continue to decline. Recently, underperformance in the Nutrition unit during Q4 2025 drove the stock price down. At the current price of $107, ABT trades at the low end of its 52-week range, as shown below. ABT Stock 1-Yr Trend (Seeking Alpha) Nonetheless, ABT has still way outperformed the S&P 500 ( SPY ) over the past three decades with a 2,048% total return, more than doubling that of SPY, as shown below. ABT vs S&P 500 Total Return (Seeking Alpha) In this article, I revisit ABT, including recent business results , and discuss why the recent drop creates an opportunity for long-term value investors, so let’s get started! Why ABT? Abbott Laboratories is a globally diversified healthcare technology company with a presence in over 160 countries. It operates across the medical devices, diagnostics, nutrition, and established pharmaceutical markets. Its healthcare products are used in virtually every stage of life and encompass life-changing medical technologies. This includes continuous glucose monitoring systems, cardiovascular devices, diagnostic instruments, and infant and adult nutritional products. ABT has a long legacy of innovation and research to address chronic and acute health care needs. Over the past year, it generated $44 billion...
is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. This is The Stepback, a weekly newsletter breaking down one essential story from the tech world. For more on the e-bike movement, follow Andrew J. Hawkins. The Stepback arrives in our subscribers’ inboxes at 8AM ET. Opt in for...
is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. This is The Stepback, a weekly newsletter breaking down one essential story from the tech world. For more on the e-bike movement, follow Andrew J. Hawkins. The Stepback arrives in our subscribers’ inboxes at 8AM ET. Opt in for The Stepback here. How it started Last week, I did something I don’t typically do, which is call up one of my elected officials and yell at them about a new bill. New Jersey’s car-brained lawmakers had just passed legislation that would impose heavy restrictions on e-bike ownership in the state, and I was livid. Obviously there’s been a lot of concern about the growing number of teenagers being injured and killed while riding e-bikes, many of them powerful, high-speed ones that are more akin to motorcycles than bikes. Lawmakers claim they’re just trying to bring some order to what is increasingly becoming a wild, unregulated market. But the bill needlessly lumps together high-powered e-motos with low-speed pedal-assist bikes, often used by food delivery workers or parents who want to take their kids to school without using a car. Forcing someone who owns an e-bike without a throttle that can’t go faster than 20mph to register their bike with the DMV, acquire a license, and buy insurance seems ridiculous on its face, and will absolutely harm efforts to encourage more sustainable transportation modes in the state. And for that reason, I called up my governor and asked him to veto the bill. How it’s going Now, New Jerseyeans will be forced to reckon with one of the nation’s most restrictive e-bike laws. Bike advocates are aghast at how this bill sailed through the legislature and was signed into law at the eleventh hour by an outgoing governor. And they worry that other states will follow New Jersey’s lead, given the rising panic around teenagers riding e-bikes. New York City...
There are only a few weeks left to take advantage of these tax-saving moves. Taxes aren't known for stirring up positive emotions. If you're lucky, you may just have to suffer through an hour or two of boredom. But for some, taxes also trigger anxiety as they wait to hear whether they'll owe the IRS even more than they've already paid. While most of the factors that affect your 2025 tax liability ...
There are only a few weeks left to take advantage of these tax-saving moves. Taxes aren't known for stirring up positive emotions. If you're lucky, you may just have to suffer through an hour or two of boredom. But for some, taxes also trigger anxiety as they wait to hear whether they'll owe the IRS even more than they've already paid. While most of the factors that affect your 2025 tax liability are already locked in, there are still two ways you may be able to slash your bill. They're not options for everyone, but if you can pull them off, the financial reward could go well beyond a little tax savings. How saving more for retirement could save you more on your 2025 taxes Contributing money to tax-deferred retirement accounts, like traditional IRAs and 401(k)s, gives you a tax deduction equal to your contribution in the year you make it. For example, if you put $5,000 in a traditional IRA, the IRS would subtract $5,000 from your taxable income for that year. The primary advantage of this is that your money can grow for longer before you have to worry about sharing any of it with the government. But you can also leverage this benefit to save a little on your taxes in the lead-up to the April 15th filing deadline. It is still possible to make a 2025 contribution to your IRA, though not to your 401(k). If you want your IRA contribution to reduce your tax bill, make sure you use a traditional IRA. For 2025, you can save up to $7,000 to an IRA, or $8,000 if you were 50 or older by the end of the year. Make sure your new contribution won't push you over this limit, or you could face tax penalties that could undermine your savings. You may need to contact your IRA plan administrator to let them know that you want to make a prior-year contribution. Otherwise, it might default to a 2026 contribution. Do not file your tax return until you've completed your prior-year contribution, or else you'll have to file an amended return. Or save your money for future healthcare costs i...
Southwark Playhouse, London Ollie Maddigan’s open-hearted solo show about a motherless 15-year-old is full of crude comedy and swaggering confidence – until it exposes the grief underneath and becomes a sweet, emotional tearjerker Ollie Maddigan’s mum is dead but he’s too busy trying to kiss girls to be sad about it. This open-hearted solo show, based on Maddigan’s own life, is a love letter to hi...
Southwark Playhouse, London Ollie Maddigan’s open-hearted solo show about a motherless 15-year-old is full of crude comedy and swaggering confidence – until it exposes the grief underneath and becomes a sweet, emotional tearjerker Ollie Maddigan’s mum is dead but he’s too busy trying to kiss girls to be sad about it. This open-hearted solo show, based on Maddigan’s own life, is a love letter to his mum – to all mums, really – told with unguarded love and wicked wit. Tickets should come with tissues. Maddigan plays his cocky 15 year-old-self, who is running from grief on top of dealing with the typical horrors of teenage angst. We start with the important information: how to befriend the cool guy at school, how to secure the strong stuff (cider) for the park, and which porn sites are top of the range. Maddigan’s expressions are elastic as he builds up this teenage world of crass jokes and uncontrollable erections, while anything more serious is pushed away for later. When he first tells us about his mum, he zooms through the fact of her death as if it’s just another detail in his day. Like everything’s totally fine. Continue reading...
At the same time, the dollar has fallen more than 2.7% against the Swiss franc, a sign of traders hedging against systemic instability. The dollar also fell roughly 1.8% against the yen as the Japanese currency surged through the end of the week. Over the past five days, EUR/USD, the most traded FX pair in the world, has picked up nearly 2% as the euro has strengthened against the dollar. And whil...
At the same time, the dollar has fallen more than 2.7% against the Swiss franc, a sign of traders hedging against systemic instability. The dollar also fell roughly 1.8% against the yen as the Japanese currency surged through the end of the week. Over the past five days, EUR/USD, the most traded FX pair in the world, has picked up nearly 2% as the euro has strengthened against the dollar. And while the US backed off tariff threats over Greenland, and the EU suspended a package of retaliatory trade measures , investors still appear keen to find safe haven outside of the dollar. "It's in that spirit that we can still talk about a fracturing, more dangerous, world, in which the US is less vaunted, the USD loses its reserve currency status, and where the US focuses instead on the Western Hemisphere as its sole and defendable redoubt." "While a Greenland 'deal' solves the immediate problem of tariffs and/or invasion, it doesn't solve the core issue of the seeming mutual alienation of the US from its allies," Wizman wrote in a note to clients on Wednesday. But that may be starting to change, according to Macquarie global FX & rates strategist Thierry Wizman. Currencies have largely taken a back seat to stocks since the post-pandemic market rally took hold and investors focused on earnings growth, AI-driven optimism, and the steady resilience of US equities. The biggest headlines last week emerged from the world leaders and business luminaries who gathered in Switzerland for the World Economic Forum in Davos. President Trump and Europe's leaders agreed on the "framework" of a deal over Greenland, but the forum revealed the schism forming between the US and some of its major Western allies. The breakout price action for the week came in the natural gas ( NG=F ) market, where futures spiked 75% in the five trading sessions leading up to Thursday as Winter Storm Fern brings Arctic cold and snow to more than 150 million people across the US. The S&P 500 ( ^GSPC ) barely cracke...
Key Points Capital expenditures by chipmakers are set to soar. TSMC just announced much higher than expected capex plans. If the AI buildout continues, these stocks will benefit in a big way. 10 stocks we like better than Applied Materials › So far, 2026 is proving to be a challenging year for investors hoping the three-year bull market rally can continue. The S&P 500 index is essentially flat for...
Key Points Capital expenditures by chipmakers are set to soar. TSMC just announced much higher than expected capex plans. If the AI buildout continues, these stocks will benefit in a big way. 10 stocks we like better than Applied Materials › So far, 2026 is proving to be a challenging year for investors hoping the three-year bull market rally can continue. The S&P 500 index is essentially flat for the year and many sectors are in the red year to date. But there's one index group in which every stock is up by double-digits and four of the group's five stocks are up more than 25% since Jan. 1. I'm talking about the S&P 500 Semiconductor Equipment & Materials index group. These are companies that supply complex fabrication and test equipment to semiconductor and related industries around the world. Here are the five companies in the group and their performance year to date (since Jan. 1). 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 » Applied Materials (NASDAQ: AMAT), up 26.6% in 2026. Lam Research (NASDAQ: LRCX), up 33.4% KLA (NASDAQ: KLAC), up 25.1% Teradyne (NASDAQ: TER), up 19.8% Qnity Electronics (NYSE: Q), up 25.8% So, what's going on with these stocks? Well, unlike highflying chipmaker stocks like Nvidia and Advanced Micro Devices, these companies don't make artificial intelligence (AI) chips. Instead, they manufacture the systems used to produce most new chips and advanced displays globally. That makes them the ultimate AI pick-and-shovel play. For example, most of the world's largest semiconductor manufacturers are Applied Materials customers. That includes Nvidia, Intel, Samsung Electronics, Taiwan Semiconductor Manufacturing, Broadcom, ASML Holding, Micron Technology , and Texas Instruments. And there are many, many more. Semiconductor sales are forecast to soar in coming years And semiconductor sales are poised for record-breaking growt...
Vcg | Visual China Group | Getty Images Wall Street analysts guide investors with their research and useful insights, but some consistently outperform others with strong, accurate calls. TipRanks, a platform that tracks and ranks analysts based on the accuracy and success of their recommendations, has released its list of analysts who stood out in 2025. But before we move ahead, it is important to...
Vcg | Visual China Group | Getty Images Wall Street analysts guide investors with their research and useful insights, but some consistently outperform others with strong, accurate calls. TipRanks, a platform that tracks and ranks analysts based on the accuracy and success of their recommendations, has released its list of analysts who stood out in 2025. But before we move ahead, it is important to highlight that we used TipRanks' Expert Center tool to find analysts with a high success rate. The ranking reflects analysts' ability to generate returns through their recommendations. Let's take a look at the Top 10 U.S. analysts, whose ratings were most successful in the previous year. #1. Sam Slutsky – LifeSci Capital Topping the list is Sam Slutsky from LifeSci Capital, with an impressive overall success rate of 67.74% and an average return of 62.4%. Notably, his most remarkable rating has been on Abivax SA ( ABVX ), a biotechnology company. His buy recommendation on ABVX stock, spanning from April 30 to July 30 yielded a return of 894.81%. #2. Richard Shannon – Craig-Hallum Securing the second position is Craig-Hallum analyst Richard Shannon. Over a one-year timeframe, the analyst boasts an average return of 36.9% per rating and a success rate of 61.87%. His most outstanding rating has been on Aeva Technologies ( AEVA ), a sensing hardware and perception software provider. His buy recommendation on AEVA stock during the period from March 17 to June 17 produced a return of 822.14%. #3. Joseph Stringer – Needham Joseph Stringer bags the third spot on the list, with a 79.17% overall success rate and an average return of 38.2%. His best recommendation was Inozyme Pharma ( INZY ), a biopharma company. The analyst's buy call on INZY stock generated a stellar 361.9% return between April 8 and May 16. #4. Myles Minter – William Blair Myles Minter holds the fourth position on the list. The analyst has a success rate of 66.93% and has witnessed an average return of 28.8%. Minte...