Getty Images Introduction Starbucks ( SBUX ) has gone nowhere since 2022, offering only some opportunities for swing traders who buy at $75 and then sell as the stock approaches $100. China, which was once a real driver of growth, has turned into a bloodbath, so Starbucks announced that it will sell to the Chinese investment fund Boyu Capital 60% of its local retail business . But even its domesti...
Getty Images Introduction Starbucks ( SBUX ) has gone nowhere since 2022, offering only some opportunities for swing traders who buy at $75 and then sell as the stock approaches $100. China, which was once a real driver of growth, has turned into a bloodbath, so Starbucks announced that it will sell to the Chinese investment fund Boyu Capital 60% of its local retail business . But even its domestic operations have struggled, as U.S. consumers are becoming more cost-conscious and have traded down to cheaper coffee shops. India was considered to be the solution, but it seems that soft spending is an issue there, too. Meanwhile, Starbucks had to face increasingly high input costs, especially due to coffee and sugar, with the additional burden of seeing extra tariffs on key countries for coffee production, such as Brazil, Switzerland (yes, it is the second largest exporter of coffee), and Vietnam. Starbucks changed CEOs in an attempt to pursue a turnaround. It has also committed to dividend hikes, trying to soothe shareholders as the company is trying to figure things out. But this pushed the debt higher, and many investors fear that Starbucks' dividend policy may become unsustainable. This is why I argued several times that I don't think Starbucks represents a compelling turnaround opportunity . Starbucks is about to report its Q1 2026 earnings. Let's then prepare ourselves for what the company may announce. Starbucks' Q1 2026 Earnings Report Starbucks ended its fiscal year 2025 with a decent report , where global growth was 5%, with comparable store sales up by 1%. After bleeding for 7 consecutive quarters, the company was finally able to interrupt this losing streak, which is already a positive sign. However, Starbucks CEO Brian Niccol had to report that the company's operating margin declined by 500 bps to 9.4% because of input cost inflation. Thus, it is no surprise that the company's EPS was down 34% YoY to $0.52. Moreover, U.S. comparable sales were flat YoY: tic...
Gian Lorenzo Ferretti Photography/E+ via Getty Images Real Estate Weekly Outlook Ahead of a critical - and perhaps contentious - Federal Reserve rate decision, U.S. equity markets posted modest declines this past week as investors navigated a fresh bout of global rate volatility amid headline churn out of Davos and a sharp spike-and-reversal in Japanese bond yields. Markets drew relief from a de-e...
Gian Lorenzo Ferretti Photography/E+ via Getty Images Real Estate Weekly Outlook Ahead of a critical - and perhaps contentious - Federal Reserve rate decision, U.S. equity markets posted modest declines this past week as investors navigated a fresh bout of global rate volatility amid headline churn out of Davos and a sharp spike-and-reversal in Japanese bond yields. Markets drew relief from a de-escalation in the Greenland saga, with the White House backing away from military and tariff threats after agreeing to a NATO framework that would expand U.S. military and mining rights in the region. Hoya Capital Meanwhile, speculation ramped up around the next Fed Chair, with BlackRock’s Rick Rieder suddenly viewed as the betting favorite , a candidate that markets view as a pragmatic, centrist alternative to other, more ideological options. Posting modest declines for a second-straight week, the S&P 500 slipped 0.3% on the week. Reversing some of the recent "value rotation" seen in early 2026, the tech-heavy Nasdaq 100 eked out a gain of 0.3% - the only major benchmark in positive-territory on the week. Energy stocks led the gains as a massive winter snow and ice storm tightened near-term supply. Real estate equities stumbled as renewed volatility in rates reintroduced pressure on rate-sensitive sectors, while investors weren't particularly impressed by results from logistics giant Prologis. Following its best week since last April, the Equity REIT Index slipped 2.3% on the week, with 18-of-20 property sectors lower. The Mortgage REIT Index fell 2.1% while the Housing Index slipped 1.3% as mortgage rates bounced off of multi-year lows. Hoya Capital Briefly spiking to over 4.30% for the first time since August, the 10-Year Treasury Yield ultimately ended the week little-changed at 4.23%. The policy-sensitive 2-Year Treasury Yield was also little-changed at 3.60%. Swaps markets price in just a 3% probability of a rate cut this coming week, but still expect some cuts back-lo...
Demand for cheap U.S. natural gas continues to grow around the world. In this video, Motley Fool contributors Jason Hall and Tyler Crowe make the case for Chenier Energy (LNG +0.27%) and NextDecade (NEXT +0.77%). *Stock prices used were from the afternoon of Jan. 22, 2026. The video was published on Jan 25, 2026.
Demand for cheap U.S. natural gas continues to grow around the world. In this video, Motley Fool contributors Jason Hall and Tyler Crowe make the case for Chenier Energy (LNG +0.27%) and NextDecade (NEXT +0.77%). *Stock prices used were from the afternoon of Jan. 22, 2026. The video was published on Jan 25, 2026.
Luckie8 President Trump’s effort to curb large investors in the single-family housing market could end up helping a different corner of Wall Street. His executive order restricts institutional buyers of existing homes but leaves build-to-rent developments untouched, The Wall Street Journal reported Sunday. Build-to-rent projects involve constructing new neighborhoods of single-family homes designe...
Luckie8 President Trump’s effort to curb large investors in the single-family housing market could end up helping a different corner of Wall Street. His executive order restricts institutional buyers of existing homes but leaves build-to-rent developments untouched, The Wall Street Journal reported Sunday. Build-to-rent projects involve constructing new neighborhoods of single-family homes designed to be rentals from the start. Because they add supply rather than competing with individual buyers for existing homes, the model has largely avoided political backlash. That exemption could speed up a shift already under way among major housing investors. Firms such as Invitation Homes ( INVH ) and Pretium have slowed purchases of existing homes and increasingly favor build-to-rent communities as prices and mortgage rates rise. The change could reshape suburban housing. Build-to-rent developments typically require large tracts of land and are most common outside cities. As a result, suburbs long dominated by homeowners may see a higher share of renters over time. Higher mortgage rates Wall Street entered the single-family rental business after the 2008 housing crash, buying foreclosed homes at steep discounts. But that strategy has become less attractive. Institutional purchases of individual homes fell sharply after mortgage rates jumped in 2022, according to housing researchers. At the same time, build-to-rent construction has surged. More than 320,000 such homes have been built since 2012, with most of that growth occurring in the past five years. Investors are also buying large batches of newly built homes directly from major builders. Supporters say the model benefits renters who want single family homes in areas where buying is out of reach. Investors also prefer it because managing entire communities is cheaper than overseeing scattered properties. The exemption also offers political protection. By focusing on new construction, build-to-rent firms argue they are ex...
Fuelled by revenge, dismissing doubters and upturning narratives, Alex de Minaur is within reach of somewhere he has never been. The home hope blitzed his bogeyman Alexander Bublik in just 92 minutes on Sunday night to book a place in his seventh grand slam quarter-final, and a tantalising showdown with the top seed Carlos Alcaraz. Sunday’s match finished in a blink, 6-4, 6-1, 6-1, before the sun ...
Fuelled by revenge, dismissing doubters and upturning narratives, Alex de Minaur is within reach of somewhere he has never been. The home hope blitzed his bogeyman Alexander Bublik in just 92 minutes on Sunday night to book a place in his seventh grand slam quarter-final, and a tantalising showdown with the top seed Carlos Alcaraz. Sunday’s match finished in a blink, 6-4, 6-1, 6-1, before the sun went down over a surprisingly chilly Rod Laver Arena that left the Kazakhstani cussing to his coach about the conditions. De Minaur said he “wanted my revenge” against an opponent who had come back to beat him twice in 2025 and who is already a tournament winner in 2026. “I was very pleased with getting over the line and not getting into trouble,” the No 6 seed said. “He can so easily get back into a match, slap a couple of winners, and all of a sudden, the match just goes sideways.” Alcaraz now stands in front of Australia’s highest Melbourne Park men’s seed in two decades. The career-best form of De Minaur only builds anticipation for a clash that had already been circled when the draw was released 10 days ago. Famously, De Minaur has never gone beyond the quarter-finals of a grand slam despite getting there six times, including last summer in Melbourne when he was helpless against a rampant Jannik Sinner. He has not beaten Alcaraz in five meetings. The Australian said he recognised Tuesday would be his “toughest test yet”, and he believed Alcaraz was becoming more focused in matches. “In the past, he’s maybe had times where he’s maybe been able to give you a couple of cheap points here and there and let opponents get into the match, and he’s been working on that, so he’s going to only make it harder.” De Minaur seems to be a different player at Melbourne Park this year, too, after trouncing first No 29 seed Frances Tiafoe and now Bublik. The latter had already won a lead-in tournament in Hong Kong three weeks ago and, at No 10, is at a career-high rank. Now, he is also t...
格隆汇1月25日｜受沙特阿拉伯正式实施新规、允许外国人拥有更广泛的当地房地产资产影响，沙特房地产开发商股价创下四个月来最大涨幅。周日，沙特证交所房地产管理与开发指数大涨4.5%，其17只成份股全线飘红。其中，麦加建设发展公司以约10%的涨幅领涨，达尔阿肯房地产紧随其后。Amwal Capital Partners创始合伙人兼首席投资官Fadi Arbid表示：“这是一个渴求利好消息的市场。向外资开...
格隆汇1月25日｜受沙特阿拉伯正式实施新规、允许外国人拥有更广泛的当地房地产资产影响，沙特房地产开发商股价创下四个月来最大涨幅。周日，沙特证交所房地产管理与开发指数大涨4.5%，其17只成份股全线飘红。其中，麦加建设发展公司以约10%的涨幅领涨，达尔阿肯房地产紧随其后。Amwal Capital Partners创始合伙人兼首席投资官Fadi Arbid表示：“这是一个渴求利好消息的市场。向外资开放房地产市场，特别是麦加和麦地那，显然是一件好事。”尽管关于外资所有权规则的具体细节较少，但沙特最新声明显示，该国正推进允许外国人持有住宅、商业、农业及工业房产的计划。根据新法，非沙特籍人士亦可购置土地。作为摆脱石油依赖、实现经济多元化努力的一部分，沙特于去年7月批准了房产所有权法的全面修订，旨在吸引外国买家涌入这个海湾地区最大的经济体，并加速必要的基础设施建设。
DNY59/E+ via Getty Images Value stocks started outperforming the SP500 My investment analysis for this article is twofold. First, I want to review recent market data to argue that a rotation from growth to value is underway. And second, I want to identify the top reasons that can cause the rotation to continue or even accelerate in the near future. Let me start with the first part of my argument. ...
DNY59/E+ via Getty Images Value stocks started outperforming the SP500 My investment analysis for this article is twofold. First, I want to review recent market data to argue that a rotation from growth to value is underway. And second, I want to identify the top reasons that can cause the rotation to continue or even accelerate in the near future. Let me start with the first part of my argument. The piece is quite straightforward in my view: after lagging the SP500 for years, value stocks have begun to outperform lately. As an example, the chart below compares the price performance of the SPY as a proxy for the SP500 index against two popular funds with a strong value flavor: Vanguard S&P 500 Value Index Fund ETF Shares ( VOOV ) and the Schwab U.S. Dividend Equity ETF ( SCHD ). SPY has been leading both funds by a large gap in the past 10-year, 5-year, and also 3-year timeframes. But recent performance shows a reversal favoring value-oriented funds. For example, in the last month, SCHD gained 5.81 percent and VOOV gained 1.45 percent, while SPY struggled with volatility and stayed essentially flat (with a 0.18 percent gain). This trend is similar in the past 3 months too and is more pronounced in terms of total returns, as both VOOV and VYM pay higher yields than SPY. Seeking Alpha Fund flow data in focus Investors always vote with their feet—or - or money, and the latest fund flow data clearly show this. As an example, the next 3 charts show the fund flow data in the past month for SPY, VOOV, and also SCHD. As seen, SPY ETF has suffered A) a net negative flow over this period of -$4.6B, and also B) far more trading days with negative fund flows than days with positive flows. In contrast, VOOV has only experienced net positive flows in the past month. Admittedly, being a relatively smaller fund (with an AUM of around $6B, vs. about $700 billion for SPY), the data can be sporadic. This is where SCHD came to help out. With a far larger AUM of around $76 billion, the ...
Chipotle shares are trading 41% off their record high. With its success at scaling the fast casual dining concept across the U.S., Chipotle Mexican Grill (CMG +0.79%) is a trailblazer in the restaurant sector. But the stock is getting pummeled of late. It's trading 41% off its record high (as of Jan. 21). Right now, shares go for well below $45. Is Chipotle a buy? Chipotle is feeling the macroecon...
Chipotle shares are trading 41% off their record high. With its success at scaling the fast casual dining concept across the U.S., Chipotle Mexican Grill (CMG +0.79%) is a trailblazer in the restaurant sector. But the stock is getting pummeled of late. It's trading 41% off its record high (as of Jan. 21). Right now, shares go for well below $45. Is Chipotle a buy? Chipotle is feeling the macroeconomic pinch When the business reports financial results for fourth-quarter 2025 (ended Dec. 31) on Feb. 3, Chipotle plans to post a same-store sales decline in the low single-digit range for the full year of 2025. Weaker foot traffic in an uncertain macro backdrop among lower-income consumers is the culprit. Market sentiment for the stock has made a negative shift, especially since Chipotle has typically operated from a position of fundamental strength. Expand NYSE : CMG Chipotle Mexican Grill Today's Change ( 0.79 %) $ 0.32 Current Price $ 40.86 Key Data Points Market Cap $54B Day's Range $ 40.55 - $ 41.33 52wk Range $ 29.75 - $ 59.57 Volume 347K Avg Vol 22M Gross Margin 22.73 % Look past recent struggles with this stock However, investors should still consider buying the stock. The valuation, which is more attractive now, is one reason why. Shares can be purchased at a price-to-earnings ratio of 35.9, near a five-year low. Chipotle continues to expand rapidly. It's looking to nearly double the current footprint to 7,000 locations in the U.S. and Canada in the long run. This doesn't include the company's smaller presence in various international markets. The business has brand recognition in the industry, and its scale has resulted in significant profitability. Patient investors will want to take a closer look at Chipotle stock while it's on the dip and trading below $45.
AMD's RDNA 3.5 graphics architecture will continue to span the APU lineup till 2029, but premium SoCs will feature new RDNA 5 iGPUs. AMD RDNA 3.5 iGPUs For Mainstream APUs, RDNA 5 iGPUs For Premium APUs, Claims Insider AMD's APUs haven't seen a major architectural innovation since the launch of RDNA 3. While RDNA 3.5 brought a decent upgrade, it was mostly an optimized version of RDNA 3, and AMD h...
AMD's RDNA 3.5 graphics architecture will continue to span the APU lineup till 2029, but premium SoCs will feature new RDNA 5 iGPUs. AMD RDNA 3.5 iGPUs For Mainstream APUs, RDNA 5 iGPUs For Premium APUs, Claims Insider AMD's APUs haven't seen a major architectural innovation since the launch of RDNA 3. While RDNA 3.5 brought a decent upgrade, it was mostly an optimized version of RDNA 3, and AMD has since released its newer RDNA 4 architecture for discrete GPUs. This new architecture offers better AI and RT cores, & also supports FSR Redstone. So there are quite a few nice updates that AMD could go for if it had released RDNA 4 for its APU family. But AMD's most recent APU launch, the Ryzen AI 400 "Gorgon Point", still relies on RDNA 3.5 with higher clocks. Meanwhile, AMD's Strix Halo and Gorgon Halo "Ryzen AI MAX" families also use the same RDNA 3.5 architecture, but in bigger configurations, offering up to 40 compute units versus the maximum of 16 CUs on the mainstream family. AMD is dividing their APU roadmap into: a) Products targeting lower end markets or markets that don't need good iGPU performance (i.e office laptops, and also laptops using high-end dGPUs). These will continue to use RDNA 3.5 until 2029. b) "Premium" iGPU products with RDNA5. https://t.co/dfPw4G2Ee9 — Kepler (@Kepler_L2) January 24, 2026 According to Kepler_L2, it looks like the RDNA 3.5 graphics architecture will be part of AMD's current and upcoming APU family for a good while. It is stated that AMD APUs will continue to leverage RDNA 3.5 until 2029, which aligns with recent information shared by industry insiders such as Golden Pig Upgrade. The difference is that after some time, RDNA 3.5 iGPUs will be segmented into the entry-level & mainstream APU designs. AMD's next-gen Medusa Point "Ryzen AI 500" family is expected to be the last major family to receive the RDNA 3.5 graphics architecture for iGPUs. After this, AMD will skip RDNA 4 entirely & move to RDNA 5. As per Kepler, the RDNA 5 i...
Key Points Amazon stock has underperformed the broader market over the last five years. Artificial intelligence (AI), robotics, and automation look poised to power sales and margin gains for the company. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) currently has a market capitalization of approximately $2.5 trillion and ranks as the world's fifth-largest company. The tech giant lea...
Key Points Amazon stock has underperformed the broader market over the last five years. Artificial intelligence (AI), robotics, and automation look poised to power sales and margin gains for the company. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) currently has a market capitalization of approximately $2.5 trillion and ranks as the world's fifth-largest company. The tech giant leads the market in categories including e-commerce and cloud infrastructure services. It also operates a fast-growing digital advertising business. Despite the company's many strengths, Amazon has actually significantly underperformed the broader market over the last half-decade. The company's share price has risen roughly 44% over the last five years, but the S&P 500 and the Nasdaq Composite have risen 79% and 73%, respectively. 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 » While Amazon stock has been a market laggard over the last five years, there's at least one big reason to think things will be different over the next five. Amazon is likely in the early stages of tapping into an incredible profit driver Amazon Web Services (AWS) continues to be Amazon's biggest profit generator. The company's market-leading cloud-infrastructure service boasts impressive margins and has kept growing at an encouraging pace. AWS revenue increased 20% year over year in last year's third quarter, and it accounted for $11.4 billion of the company's $21.7 billion in non-GAAP (generally accepted accounting principles) adjusted operating income (almost 53%). Meanwhile, the AWS segment accounted for just $33 billion of the company's $180.2 billion in Q3 revenue (about 18%). Amazon's e-commerce business continues to generate the large majority of overall sales, but the high costs associated with the online retail business mean that profit margins remain far below what the comp...
Hong Kong civil servants have been urged to exercise greater caution and refrain from accepting any offers in the workplace, as stakeholders called on authorities to explain how the head of a government office became embroiled in a bribery case. Ricky Cheng Chun-sang, former director of the Tianjin Liaison Unit, was dismissed last week and placed under criminal investigation for accepting advantag...
Hong Kong civil servants have been urged to exercise greater caution and refrain from accepting any offers in the workplace, as stakeholders called on authorities to explain how the head of a government office became embroiled in a bribery case. Ricky Cheng Chun-sang, former director of the Tianjin Liaison Unit, was dismissed last week and placed under criminal investigation for accepting advantages without permission, after posting on social media about perks such as an upgraded private ferry cabin during a trip to Macau. Federation of Civil Service Unions chairperson Leung Chau-ting told the Post on Sunday that civil servants should always steer clear of situations that might appear to involve improper benefits. Advertisement “Workers in non-local offices are more prone to such situations, as work cultures are different in various regions with different definitions of advantages,” he said, adding that those involved in trade-related work should be particularly alert. “The incident has sent a clear message that civil servants are subject to Hong Kong’s anti-bribery law and the Civil Service Code, regardless of where the incident takes place.” Advertisement A day after Cheng posted photos of himself holding a glass of champagne in a spacious ferry cabin, he was dismissed and accused of breaching the Prevention of Bribery Ordinance (POBO) provisions relating to civil servants accepting advantages without permission.
Don't overthink the AI boom. This year's AI winners are sitting in plain sight. It's been a little over three years since artificial intelligence (AI) became the hottest topic on Wall Street. Nothing lasts forever, but it's hard to envision the AI boom ending this year. At least, not while billions of dollars continue to flow into data centers, chips, and other AI infrastructure. So, how is the AI...
Don't overthink the AI boom. This year's AI winners are sitting in plain sight. It's been a little over three years since artificial intelligence (AI) became the hottest topic on Wall Street. Nothing lasts forever, but it's hard to envision the AI boom ending this year. At least, not while billions of dollars continue to flow into data centers, chips, and other AI infrastructure. So, how is the AI space shaping up for 2026? Consensus estimates from Goldman Sachs indicate that AI companies could spend more than $500 billion on capital expenditures this year. That would be an increase of more than $100 billion from 2025. In other words, the AI train is chugging along faster than ever. Which stocks will benefit the most from all this AI spending? Recent developments point to some familiar faces. Here is why I predict that Nvidia (NVDA +1.53%) and Taiwan Semiconductor Manufacturing (TSM +2.29%) will be this year's big AI winners. The top AI GPU company is launching a new chip Nvidia has grown by leaps and bounds over the past several years. Its GPU chips are the hardware of choice for AI hyperscalers, utilizing Nvidia's CUDA programming to build massive data centers where thousands of GPU chips work together as clusters to train and operate AI models. The company's Hopper GPU architecture helped it capture the AI data center market early on. Since then, Nvidia's customers have mostly stuck with its GPUs, which have a reported market share of 85% to 90%. It's why Nvidia's revenue surged by 1,000% over the past five years, and the stock has performed similarly. Expand NASDAQ : NVDA Nvidia Today's Change ( 1.53 %) $ 2.83 Current Price $ 187.67 Key Data Points Market Cap $4.6T Day's Range $ 186.82 - $ 189.60 52wk Range $ 86.62 - $ 212.19 Volume 143M Avg Vol 187M Gross Margin 70.05 % Dividend Yield 0.02 % So, why is Nvidia still a big winner this year? AI companies have already laid extensive groundwork, building primarily on Nvidia's hardware. It's hard to see that changing...
Where The US Has Military Footholds In Europe Since the beginning of his second term one year ago, President Trump has escalated his public campaign regarding his plans for acquiring Greenland , framing the autonomous Danish territory as a "national security necessity" due to its Arctic location , while the island is also rich in untapped mineral resources. Trump's rhetoric has ranged from offers ...
Where The US Has Military Footholds In Europe Since the beginning of his second term one year ago, President Trump has escalated his public campaign regarding his plans for acquiring Greenland , framing the autonomous Danish territory as a "national security necessity" due to its Arctic location , while the island is also rich in untapped mineral resources. Trump's rhetoric has ranged from offers to purchase the territory from Denmark, including a direct payment to its residents, to veiled threats of military intervention, having notably stated in early January: "We are going to do something on Greenland, whether they like it or not, because if we don’t do it, Russia or China will take over Greenland, and we’re not going to have Russia or China as a neighbor". That rhetoric appeared to peak last weekend and then drifted back into more diplomatic discussion after his flip-flop on possible kinetic action during his speech in Davos. This push follows a pattern of assertive U.S. foreign policy, including the recent military raid in Venezuela to capture the country's President Nicolas Maduro. The U.S. already operates a permanent military base in Greenland: Pituffik Space Base, a Cold War-era installation now staffed by about 200 personnel, down from a peak of 10,000. The base is critical for missile defense and space surveillance, but Trump argues that full U.S. control is needed to deter Russia and China, despite existing defense agreements with Denmark that allow for expanded U.S. military presence. As Statista's Tristan Gaudiat notes in the map below, the U.S. also currently maintains over 50,000 troops across around thirty permanent bases in Europe (area of responsibility of the United States European Command), with important air hubs like Keflavik (Iceland), Ramstein (Germany) and Lakenheath (United Kingdom), or naval stations like Rota (Spain) and Souda (Greece). These bases are not only tools of NATO deterrence but also leverage points for U.S. power projection a...
Don't overthink the AI boom. This year's AI winners are sitting in plain sight. It's been a little over three years since artificial intelligence (AI) became the hottest topic on Wall Street. Nothing lasts forever, but it's hard to envision the AI boom ending this year. At least, not while billions of dollars continue to flow into data centers, chips, and other AI infrastructure. So, how is the AI...
Don't overthink the AI boom. This year's AI winners are sitting in plain sight. It's been a little over three years since artificial intelligence (AI) became the hottest topic on Wall Street. Nothing lasts forever, but it's hard to envision the AI boom ending this year. At least, not while billions of dollars continue to flow into data centers, chips, and other AI infrastructure. So, how is the AI space shaping up for 2026? Consensus estimates from Goldman Sachs indicate that AI companies could spend more than $500 billion on capital expenditures this year. That would be an increase of more than $100 billion from 2025. In other words, the AI train is chugging along faster than ever. Which stocks will benefit the most from all this AI spending? Recent developments point to some familiar faces. Here is why I predict that Nvidia (NVDA +1.60%) and Taiwan Semiconductor Manufacturing (TSM +2.21%) will be this year's big AI winners. The top AI GPU company is launching a new chip Nvidia has grown by leaps and bounds over the past several years. Its GPU chips are the hardware of choice for AI hyperscalers, utilizing Nvidia's CUDA programming to build massive data centers where thousands of GPU chips work together as clusters to train and operate AI models. The company's Hopper GPU architecture helped it capture the AI data center market early on. Since then, Nvidia's customers have mostly stuck with its GPUs, which have a reported market share of 85% to 90%. It's why Nvidia's revenue surged by 1,000% over the past five years, and the stock has performed similarly. Expand NASDAQ : NVDA Nvidia Today's Change ( 1.60 %) $ 2.95 Current Price $ 187.79 Key Data Points Market Cap $4.6T Day's Range $ 186.83 - $ 189.60 52wk Range $ 86.62 - $ 212.19 Volume 31K Avg Vol 187M Gross Margin 70.05 % Dividend Yield 0.02 % So, why is Nvidia still a big winner this year? AI companies have already laid extensive groundwork, building primarily on Nvidia's hardware. It's hard to see that changing ...
Saudi Arabian developers’ shares jumped the most in four months as the kingdom began implementing new laws allowing foreigners to own a wider range of local real estate assets, including in the holy cities of Mecca and Madinah. The Tadawul Real Estate Management & Development Index rose 4.5% on Sunday, with every one of its 17 members in the green. Makkah Construction & Development Co. led with ga...
Saudi Arabian developers’ shares jumped the most in four months as the kingdom began implementing new laws allowing foreigners to own a wider range of local real estate assets, including in the holy cities of Mecca and Madinah. The Tadawul Real Estate Management & Development Index rose 4.5% on Sunday, with every one of its 17 members in the green. Makkah Construction & Development Co. led with gains of about 10%, followed by Dar Al Arkan Real Estate . The sectoral rally helped to lift the broader Saudi equity benchmark for a third session and put the index, which is coming off of its worst annual performance in a decade, on course for a gain in January. The moves follow an announcement by Saudi regulators on Jan. 22 that the Gulf nation is now accepting applications for foreigners interested in owning local property. That includes in Riyadh and Jeddah, in addition to Mecca and Madinah, where ownership had mostly been limited to Muslim citizens and Saudi companies. “This is a market that’s hungry for good news,” said Fadi Arbid , founding partner and chief investment officer at Amwal Capital Partners . “Obviously the opening of the market for real estate, especially in Mecca and Madinah, is a good thing.” Saudi Arabia Opens Property Market as MBS Courts Overseas Buyers Saudis Focus on ‘Wiser’ Spending as Oil Slide Crimps Revenue Saudi Arabia, Olympic Council Delay 2029 Asian Winter Games While there were few new details around the foreign ownership rules, the most recent Saudi statement indicates that the kingdom is proceeding with plans to allow foreign ownership of residential, commercial, agricultural and industrial properties. Under the new law, non-Saudis can also acquire land. Saudi Arabia approved an overhaul of its property ownership law in July as it aims to draw an influx of foreign buyers into the Gulf’s largest economy, while accelerating a build-up of infrastructure needed to help diversify the economy away from oil. The kingdom is also due to open its ...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . yalcinsonat1/iStock via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. The coming week will put Big Tech earnin...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . yalcinsonat1/iStock via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. The coming week will put Big Tech earnings and the Federal Reserve firmly in focus, with markets bracing for key signals on growth, inflation, and policy direction. Apple ( AAPL ), Microsoft ( MSFT ), and Meta Platforms ( META ) headline a heavy earnings calendar, alongside results from Tesla ( TSLA ), Boeing ( BA ), Visa ( V ), Mastercard ( MA ), Exxon Mobil ( XOM ), and Chevron ( CVX ). Microsoft’s report will be closely watched for updates on AI-driven Azure growth and margins, while Apple’s results should offer insight into iPhone demand and its slower-moving AI strategy The Fed’s interest rate decision midweek is expected to be the macro centerpiece, with investors parsing Chairman Jerome Powell’s press conference for clues on the timing and pace of future easing. Markets will also track consumer confidence, durable goods orders, jobless claims, PPI data, and the Chicago PMI for confirmation on the inflation and growth outlook Beyond earnings and the Fed, catalysts include several fintech IPOs, key M&A shareholder votes, and notable Investor Days, adding to what shapes up as a potentially volatile week for markets Earnings spotlight: Tuesday, January 27: Boeing ( BA ), UnitedHealth ( UNH ), Texas Instruments ( TXN ), RTX Corp ( RTX ), General Motors ( GM ). See the full earnings calendar . Earnings spotlight: Wednesday, January 28: Microsoft ( MSFT ), Meta Platforms ( META ), Tesla ( TSLA ), IBM ( IBM ), AT&T ( T ). See the full earnings calendar . Earnings spotlight: Thursday, January 29: Apple ( AAPL ), Visa ( V ), Mastercard ( MA ), Caterpillar ( CAT ). See the full earnings calendar . Earnings spotlight:...