March Nasdaq 100 E-Mini futures ( NQH26 ) are trending up +0.88% this morning as a sharp increase in orders at ASML provided fresh momentum to the AI trade. U.S.-listed shares of ASML Holding ( ASML ) climbed over +6% in pre-market trading after the Dutch chip-equipment maker reported Q4 net bookings that were nearly double analysts’ forecasts and said it expects solid sales growth this year. Chip...
March Nasdaq 100 E-Mini futures ( NQH26 ) are trending up +0.88% this morning as a sharp increase in orders at ASML provided fresh momentum to the AI trade. U.S.-listed shares of ASML Holding ( ASML ) climbed over +6% in pre-market trading after the Dutch chip-equipment maker reported Q4 net bookings that were nearly double analysts’ forecasts and said it expects solid sales growth this year. Chip stocks rallied in pre-market trading following ASML’s results, with Intel ( INTC ) rising over +6% and Micron Technology ( MU ) gaining more than +4%. News that China had begun approving purchases of Nvidia’s H200 AI chip by Alibaba and other firms also lifted sentiment. Investors now look ahead to the Federal Reserve’s interest rate decision and U.S. megacap tech earnings. In yesterday’s trading session, Wall Street’s major indexes closed mixed, with the S&P 500 notching a new record high. Corning ( GLW ) jumped over +15% and was the top percentage gainer on the S&P 500 after the company announced a multiyear deal worth up to $6 billion to supply Meta Platforms with materials for data center construction. Also, chip stocks climbed, with Micron Technology ( MU ) rising more than +5% after the company said it will invest an additional $24 billion in Singapore over the next decade to expand its manufacturing capacity. In addition, General Motors ( GM ) advanced over +8% after the automaker posted better-than-expected Q4 adjusted EPS and provided solid FY26 adjusted EPS guidance. On the bearish side, UnitedHealth Group ( UNH ) cratered more than -19% and was the top percentage loser on the Dow after the insurer projected a drop in 2026 revenue and as the U.S. government proposed keeping payments to private Medicare plans almost flat next year. Economic data released on Tuesday showed that the U.S. Conference Board’s consumer confidence index unexpectedly fell to an 11-1/2-year low of 84.5 in January, weaker than expectations of 90.6. Also, the U.S. November S&P/CS HPI Composi...
Spire Wealth Management decreased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 383,855 shares of the iPhone maker's stock after selling 4,016 shares during the quarter. Apple makes up about 3.3% of Spire Wealth Management's holdings, ma...
Spire Wealth Management decreased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 383,855 shares of the iPhone maker's stock after selling 4,016 shares during the quarter. Apple makes up about 3.3% of Spire Wealth Management's holdings, making the stock its 3rd biggest position. Spire Wealth Management's holdings in Apple were worth $97,741,000 as of its most recent filing with the Securities & Exchange Commission. A number of other institutional investors also recently modified their holdings of the stock. ROSS JOHNSON & Associates LLC increased its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC lifted its holdings in shares of Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in Apple in the fourth quarter worth approximately $65,000. Morgan Dempsey Capital Management LLC raised its position in Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after acquiring an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC acquired a new stake in Apple in the first quarter valued at approximately $99,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Analyst Ratings Changes Several research analysts have recently commented on AAPL shares. TD Cowen increased their price target on shares of Apple from $275.00 to $325.00 and gave the stock a "buy" rating in a r...
Burnley are poised to sign James Ward-Prowse on loan from West Ham. The midfielder is undergoing a medical with a view to spending the rest of the season at Turf Moor. He is preparing to leave West Ham on a day when the club confirmed the arrival of Adama Traoré from Fulham for a small undisclosed fee. The 30-year-old winger is understood to have signed until June. Ward-Prowse has been out of favo...
Burnley are poised to sign James Ward-Prowse on loan from West Ham. The midfielder is undergoing a medical with a view to spending the rest of the season at Turf Moor. He is preparing to leave West Ham on a day when the club confirmed the arrival of Adama Traoré from Fulham for a small undisclosed fee. The 30-year-old winger is understood to have signed until June. Ward-Prowse has been out of favour at West Ham since the appointment of Nuno Espírito Santo as manager last September. The former Southampton player was cut from the first-team squad and has not featured under Nuno. Ward-Prowse had a similar experience with the Portuguese manager during a loan at Nottingham Forest last season. He quickly dropped out of Nuno’s plans at the City Ground and was sent back to West Ham early. Nuno left Forest last September and was hired by West Ham that month. His arrival was bad news for Ward-Prowse, who was immediately told that he would not be involved with the first team. The 31-year-old, a popular presence at the club, has mostly trained away from the main group. It was not viewed as a U-turn by Nuno when he included Ward-Prowse in a matchday squad for the first time for West Ham’s win over Sunderland last Saturday. Sources pointed out that a space on the bench had to be filled after West Ham agreed to let Guido Rodríguez join Valencia on the night before the game. It was too late for an academy player to be added to the main group because the Under-21s had played on Friday night. Burnley hope the experience of Ward-Prowse, a £30m West Ham signing from Southampton in 2023, can help them in their relegation fight. West Ham have also allowed the midfielders Andy Irving and Rodríguez to depart, leaving them with Tomas Soucek, Matheus Fernandes, Freddie Potts, Soungoutou Magassa and Mohamadou Kanté as options there. Nuno, who worked with Traoré at Wolves, is rebalancing his squad with a view to keeping the club in the Premier League. Igor Julio’s loan from Brighton has been c...
Swift bricks will be installed in all new buildings in Scotland after the Scottish parliament voted in favour of a law to help endangered cavity-nesting birds. The Scottish government and MSPs across the parties backed an amendment by Scottish Green Mark Ruskell to make swift bricks mandatory for all new dwellings “where reasonably practical and appropriate”. The swift move contrasts with the four...
Swift bricks will be installed in all new buildings in Scotland after the Scottish parliament voted in favour of a law to help endangered cavity-nesting birds. The Scottish government and MSPs across the parties backed an amendment by Scottish Green Mark Ruskell to make swift bricks mandatory for all new dwellings “where reasonably practical and appropriate”. The swift move contrasts with the four-year battle to bring the hollow £35 bricks into law in England. The Labour government last year rejected an amendment to make the bricks mandatory for new buildings, instead introducing them into planning guidance, meaning there is no legal obligation on developers or planning authorities to provide them. View image in fullscreen A swift brick installed on a house. Photograph: Sam Frost/The Guardian Welcoming the decision to make swift bricks mandatory during the Holyrood debate, minister Gillian Martin said: “This iconic species was once a very common sight across Scotland, particularly in urban areas, but they are under threat, declining by 60% since 1995, which has led to them being on the red list of birds of conservation concern. I welcome suggestions of practical ways to help protect this important species and improve biodiversity.” Mark Ruskell MSP said: “Swifts join our communities every summer, but they are becoming rarer everywhere. I’m looking forward to seeing every new building in Scotland host a family of swifts in the future and I hope the legislation here will inspire lawmakers across the UK to get on with it and give swifts a home. “It’s been frustrating watching Westminster take years to consider something so simple yet so important. The conversation on this has been good at Holyrood and while there were some challenges to getting this in place the government listened and we found a way through pretty quickly.” Hannah Bourne-Taylor, who has campaigned for swift bricks nationally for four years, said: “Scotland has stood united for birds. What a landmark v...
If you're thinking of investing in this pet-focused retailer, the price looks right. There are multiple reasons you might want to invest in shares of Chewy (CHWY 0.41%) stock. A key one, to me, is its valuation. Its recent forward-looking price-to-earnings (P/E) ratio of 24 is well below its five-year average of 73, and the recent price-to-sales ratio of 1.1 is well below the stock's five-year ave...
If you're thinking of investing in this pet-focused retailer, the price looks right. There are multiple reasons you might want to invest in shares of Chewy (CHWY 0.41%) stock. A key one, to me, is its valuation. Its recent forward-looking price-to-earnings (P/E) ratio of 24 is well below its five-year average of 73, and the recent price-to-sales ratio of 1.1 is well below the stock's five-year average of 1.4. Expand NYSE : CHWY Chewy Today's Change ( -0.41 %) $ -0.13 Current Price $ 31.30 Key Data Points Market Cap $13B Day's Range $ 30.86 - $ 32.00 52wk Range $ 29.82 - $ 48.62 Volume 60 Avg Vol 7.6M Gross Margin 28.58 % The stock has not been a phenomenal performer lately, though, with its shares averaging annual losses of 21% over the past five years. Thus, you should be quite confident that it will be growing before you devote your hard-earned dollars to it. Let's take a closer look at why you might -- or might not -- want to invest in Chewy. Chewy is primarily an e-commerce business, specializing in products and services for pets. When you think e-commerce, you probably think of Amazon.com, and Amazon has indeed been a rival for a long time, as has Walmart. But they have not killed off Chewy -- whose revenue has been growing -- at a slow but steady pace. One growth driver has been its autoship service, permitting customers to set up subscriptions for items such as dog food or cat litter. These give Chewy more dependable revenue. Chewy is also expanding into pet insurance, veterinary telehealth, and pet prescriptions. Chewy's third-quarter earnings report featured: Revenue up 8.3% year over year, and increased earnings, too. Increased net and gross profit margins. Autoship revenue growing by 5% and making up about 84% of total sales. Another plus for Chewy is customer loyalty. There are many stories of customers being bowled over when the company sent condolence cards for pets that passed away, or offered other acts of kindness. A rosy future isn't guaranteed for...
Under the Digital Services Act (DSA), Brussels has requested documents outlining Shein’s compliance measures. Credit: Marius Karp / Shutterstock.com. Chinese fast-fashion retailer Shein may face scrutiny from EU regulators over illicit goods, though officials say blocking the platform is improbable. A senior European Commission (EC) official told Reuters the company is under review following conce...
Under the Digital Services Act (DSA), Brussels has requested documents outlining Shein’s compliance measures. Credit: Marius Karp / Shutterstock.com. Chinese fast-fashion retailer Shein may face scrutiny from EU regulators over illicit goods, though officials say blocking the platform is improbable. A senior European Commission (EC) official told Reuters the company is under review following concerns about unlawful items sold through its marketplace. The issue surfaced last November after child-like sex dolls and other prohibited products were discovered in France, triggering warnings that the company could represent a systemic risk to consumers across the bloc. Under the Digital Services Act (DSA), which obliges major online platforms to counter illegal and harmful content, Brussels has requested documents outlining Shein’s compliance measures. The official compared the process to a year-long examination of Alibaba’s AliExpress that concluded with commitments to improve transparency in advertising and recommendation systems, and to enforcement steps taken against rival Temu in July. Shein’s regional general counsel Yinan Zhu told EU lawmakers that the company had removed illegal listings, adding that multiple marketplaces face similar challenges from sellers attempting to bypass controls. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Rita Wezenbeek, the EC official overseeing DSA enforcement, said interim penalties or a suspension were unlikely, pointing to a recent Paris court decision rejecting a request to halt the platform over the sex doll sales. The French Government later confirmed it would appeal the ruling after its bid to impose temporary restrictions was dismissed. The action stemmed from what authorities called “serious breaches” by the company. Regulatory ...
The Communist Party and the Kuomintang (KMT), Taiwan’s main opposition party, will revive a long-stalled dialogue channel next week to navigate cross-strait tensions and discuss plans to promote industrial cooperation. Beijing confirmed on Wednesday that the think tank forum would be held in the Chinese capital on February 3, according to an announcement by Zhang Han, a spokeswoman for the mainlan...
The Communist Party and the Kuomintang (KMT), Taiwan’s main opposition party, will revive a long-stalled dialogue channel next week to navigate cross-strait tensions and discuss plans to promote industrial cooperation. Beijing confirmed on Wednesday that the think tank forum would be held in the Chinese capital on February 3, according to an announcement by Zhang Han, a spokeswoman for the mainland’s Taiwan Affairs Office. The party-to-party channel, known as the Communist Party–Kuomintang Forum, has been held 11 times since its launch in 2006 but was suspended in 2016 due to deteriorating cross-strait relations. Advertisement The forum is expected to pave the way for a possible meeting between Cheng Li-wun, the new leader of the KMT, and President Xi Jinping, which some media reports have suggested could take place as early as March. During the forum, representatives from both parties, as well as experts and scholars, will exchange views on topics including cross-strait tourism , industry and environmental issues, according to Zhang. Advertisement She said the aim of the forum was to “jointly discuss major plans for the development of cross-strait relations and pursue the interests and well-being of compatriots on both sides of the strait”.
You can still buy each of these great growth opportunities at inexpensive valuations. Every decade or so, a new technology emerges that can completely transform the world. Companies well positioned to capitalize on these introductions and the scaling-up of a new technology can see tremendous growth, even if they're not the first to market. We saw that play out with the internet boom and the prolif...
You can still buy each of these great growth opportunities at inexpensive valuations. Every decade or so, a new technology emerges that can completely transform the world. Companies well positioned to capitalize on these introductions and the scaling-up of a new technology can see tremendous growth, even if they're not the first to market. We saw that play out with the internet boom and the proliferation of smartphones over the last 30 years. This decade's transformative technology is, without a doubt, generative artificial intelligence (AI). The growing capabilities of large language models could affect practically every industry. But three AI stocks in particular stand out as incredible opportunities for long-term investors right now. 1. Meta Platforms Meta Platforms (META +0.09%) may have more to gain from developing excellent generative AI models than any other company. Practically every part of its business could benefit from it, ranging from its advertising to its messaging apps and even its augmented- and virtual-reality headsets. In the near term, the advertising business is the biggest beneficiary of Meta's AI investments. It's working on an AI agent that can develop and test ad campaigns for its Facebook and Instagram platforms to optimize advertising budgets. That could bring in more small-business advertisers while reducing overhead costs for marketers, increasing the money available to spend on Meta's ads. And its machine learning algorithms can work in concert to optimize which ads each user sees and when, thereby maximizing the value they deliver to marketers. Expand NASDAQ : META Meta Platforms Today's Change ( 0.09 %) $ 0.58 Current Price $ 672.94 Key Data Points Market Cap $1.7T Day's Range $ 664.82 - $ 676.81 52wk Range $ 479.80 - $ 796.25 Volume 426 Avg Vol 19M Gross Margin 82.00 % Dividend Yield 0.31 % Meta's AI efforts have paid off so far. Ad revenue increased 21% through the first nine months of 2025. Over the long run, generative AI could be...
Generac Holdings (GNRC) is a leading manufacturer of power generation equipment, including standby generators, energy storage, and related products, serving residential, commercial, industrial, and portable needs. The company focuses on backup power solutions amid rising demand from outages, data centers, and electrification trends. Revenue Segments Generac's 2024 revenue reached $4.3 billion, wit...
Generac Holdings (GNRC) is a leading manufacturer of power generation equipment, including standby generators, energy storage, and related products, serving residential, commercial, industrial, and portable needs. The company focuses on backup power solutions amid rising demand from outages, data centers, and electrification trends. Revenue Segments Generac's 2024 revenue reached $4.3 billion, with Residential products at 56-57% ($2.4 billion), Commercial & Industrial (C&I) at 32% ($1.4 billion), and Other products/services at 11%. Domestic sales dominate at 84%, with international at 16%. TTM revenue through mid-2025 stands at $4.41 billion. The problem is that fiscal year 2025 revenues are looking like they are going to come in flat near $4.3 billion too. Growth Rates Revenue grew 6.8% in 2024 after an 11.9% decline in 2023, with TTM growth at 9.7%. Residential averaged 9.5% YoY growth over two years, while C&I saw 2.2% declines; Q3 2025 sales fell 5% to $1.11 billion. Analysts project 7.7% revenue growth over the next year and flat 2025 sales amid weak outages, with EPS up 15.8% to $7.54. Long-term CAGR is 14% since 2000. Profits are a problem too with the Zacks consensus for 2025 projected at EPS of $6.61, representing a 9% annual drop. Q3 Report Displays the Weakness Generac reported third-quarter 2025 adjusted earnings per share (EPS) of $1.83, which missed the Zacks Consensus Estimate of $2.25 by 18%. GNRC reported adjusted EPS of $2.25 in the prior-year quarter. Net sales were $1.11 billion, down 5% compared with $1.17 billion reported in the prior-year quarter. The figure also missed the consensus estimate of $1.2 billion. Weaker seasonal demand for home standby and portable generators offset increases in sales for global C&I products and higher shipments of residential energy technology products. Although home standby and portable generator shipments were up sequentially in the quarter, they came in below expectations due to a power outage environment that...
By Lewis Krauskopf NEW YORK, Jan 28 (Reuters) - Stakes are high for earnings reports from U.S. megacap companies this week, as investors seek proof that strong profit growth will lift stocks this year, including evidence that artificial-intelligence investments are paying off. Reports are due from Microsoft, Apple, Facebook parent Meta Platforms and Tesla - four of the "Magnificent Seven" megacap...
By Lewis Krauskopf NEW YORK, Jan 28 (Reuters) - Stakes are high for earnings reports from U.S. megacap companies this week, as investors seek proof that strong profit growth will lift stocks this year, including evidence that artificial-intelligence investments are paying off. Reports are due from Microsoft, Apple, Facebook parent Meta Platforms and Tesla - four of the "Magnificent Seven" megacap companies whose bottom-line results broadly are key drivers of overall U.S. profits. The group is expected to post a 21.5% rise in earnings for the quarter, compared with a 5.3% gain for the rest of the S&P 500, according to Tajinder Dhillon, head of earnings research at LSEG. "Expectations are very high," said Anthony Saglimbene, chief market strategist at Ameriprise Financial. "Particularly for Meta, Microsoft and Apple this week, there is less room for them to disappoint." The technology sector stalled in recent weeks, after the group had been the primary engine of the bull market that is entering its fourth year. Tech has been the worst-performing S&P 500 sector since the end of October. The benchmark index is up 2% for the year, as other groups have shined, including materials, energy and industrials. Still, the broader market may be hard-pressed to rise much higher if tech and megacap stocks struggle, because of their huge influences on major indexes. Indeed, a solid gain for the tech sector on Tuesday helped lift the S&P 500 to a record-high close. The tech sector accounts for one-third of the weight of the overall S&P 500. The Magnificent Seven also make up about one-third of the S&P 500. The group includes Apple, Microsoft and Nvidia, which are classified in the tech sector, as well as Meta and Google parent Alphabet from communication services, plus consumer discretionary members Amazon and Tesla. "You can only get so much (market rotation) if the Mag Seven stocks are going down in unison ... They're too highly weighted in the indexes. They go down, the ind...
*Other Operating Data Consensus Source: Bloomberg More on Danaher 44th Annual J.P. Morgan Healthcare Conference Danaher Corporation (DHR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Danaher: Biotech Strength And Cash Generation Reinforce A $250 Fair Value Danaher Non-GAAP EPS of $2.23 beats by $0.04, revenue of $6.84B beats by $30M Danaher Q4 2025 Earnings Preview
*Other Operating Data Consensus Source: Bloomberg More on Danaher 44th Annual J.P. Morgan Healthcare Conference Danaher Corporation (DHR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Danaher: Biotech Strength And Cash Generation Reinforce A $250 Fair Value Danaher Non-GAAP EPS of $2.23 beats by $0.04, revenue of $6.84B beats by $30M Danaher Q4 2025 Earnings Preview
West Ham have signed winger Adama Traore from Fulham in a deal worth up to £2m. The 30‑year‑old moves from west to east London, where he reunites with Nuno Espirito Santo, who managed him at Wolves. The deal, worth an initial £1m, could rise to £2m with add-ons and runs until the end of the season with the option of a further year. Capped eight times by Spain, Traore has made just two Premier Leag...
West Ham have signed winger Adama Traore from Fulham in a deal worth up to £2m. The 30‑year‑old moves from west to east London, where he reunites with Nuno Espirito Santo, who managed him at Wolves. The deal, worth an initial £1m, could rise to £2m with add-ons and runs until the end of the season with the option of a further year. Capped eight times by Spain, Traore has made just two Premier League starts for Fulham this season and was not involved in their 2–1 win at home to Brighton on Saturday. "I'm so happy to be here, so happy to help the team the maximum I can and show my quality," said Traore. "My mentality is always to do better. It's always to improve as a player, to help the team as much as I can and I always say, if I'm the same person as yesterday, it's one day lost. "I love the challenges. I think, of course, we have to go game by game. And this is what we're going to do, trying to do our best. I think everything comes from belief. And I believe we're going to achieve what we're looking for."
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft is getting ready to improve Windows 11’s ability to resume Android apps on a PC. The software giant first introduced its cross-device resume last year, letting Windows 11 users resume...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft is getting ready to improve Windows 11’s ability to resume Android apps on a PC. The software giant first introduced its cross-device resume last year, letting Windows 11 users resume OneDrive sessions from their Android device on a PC. Now, it’s expanding this to Spotify playback, browsing sessions, and more. The improved cross-device resume support, which has been in testing since August, is part of the latest Release Preview update to Windows 11 that started rolling out yesterday. It includes the ability to resume Spotify playback on a PC from a phone, as well as any work in Word, Excel, and PowerPoint. You’ll also be able to continue an Edge browsing session from a phone on your PC. A screenshot of Windows 11 showing the Spotify Android app handoff feature. Image: Microsoft The feature is very similar to Handoff on macOS, which lets you resume tasks across Mac, iPhone, iPad, or Apple Watch. Microsoft first announced its cross-device resume support in Windows 11 at its Build developer conference last year. Windows 10 also had its own app handoff feature, codenamed Project Rome, that wasn’t widely adopted by developers. The addition to the Release Preview ring of testing means this improved cross-device feature is imminent. The update also includes “enhanced” MIDI 2.0 support on Windows 11, voice typing improvements, and fingerprint sensor support for Windows Hello Enhanced Sign-in Security (ESS). If you own a Copilot Plus PC, this update will also allow the new Settings Agent to support German, Portuguese, Spanish, Korean, Japanese, Hindi, Italian, and Chinese (Simplified) languages.
Waabi, the Toronto-based AI company building software to enable autonomous driving, has raised $1 billion in new funding and struck a major partnership with Uber to deploy at least 25,000 robotaxis on the ride-hailing giant’s platform. The deal marks a significant expansion for Waabi, which until now has focused on autonomous trucking. The funding consists of a $750 million Series C round led by K...
Waabi, the Toronto-based AI company building software to enable autonomous driving, has raised $1 billion in new funding and struck a major partnership with Uber to deploy at least 25,000 robotaxis on the ride-hailing giant’s platform. The deal marks a significant expansion for Waabi, which until now has focused on autonomous trucking. The funding consists of a $750 million Series C round led by Khosla Ventures and G2 Venture Partners, plus an additional $250 million milestone-based investment from Uber tied to the robotaxi deployment. The company says it is the largest fundraise in Canadian history. Other investors in the Series C include Uber, NVentures (Nvidia’s venture capital arm), Volvo Group Venture Capital, Porsche Automobil Holding SE, BlackRock, Radical Ventures, and a subsidiary of the Abu Dhabi Investment Authority. Waabi declined to disclose its valuation following the funding round. Toronto newspaper The Globe and Mail reported in December that the company was seeking a $3 billion valuation in the Series C round. Waabi also declined to say where its Uber robotaxis would first be deployed or on exactly what timeline they would be rolled out. Waabi represents a new breed of autonomous vehicle company—part of what some in the industry call “AV 2.0.” These companies use end-to-end AI models that learn to drive from vast amounts of data. Often a single AI model handles perception (understanding where the vehicle is on the road and what is happening around it), navigation (deciding what route to take), and action (deciding how to turn the steering wheel and whether to accelerate or brake). This contrasts with earlier self-driving technology, such as that originally deployed by Alphabet company Waymo, which relied on extensive hand-coded rules, many different software programs and machine learning models, each handling a single aspect of driving, as well as high-definition maps. Uber has recently announced a slew of robotaxi deals with vehicle manufacturers a...
Otis Worldwide ( OTIS ): Q4 Non-GAAP EPS of $1.03 in-line. Revenue of $3.8B (+3.3% Y/Y) misses by $70M. Otis is announcing its full year outlook: Net sales of $15.0 to $15.3 billion $15.26B consensus Organic sales up low to mid-single digits Organic New Equipment sales down low single digits to flat Organic Service sales up mid to high single digits Adjusted operating profit of $2.5 to $2.6 billio...
Otis Worldwide ( OTIS ): Q4 Non-GAAP EPS of $1.03 in-line. Revenue of $3.8B (+3.3% Y/Y) misses by $70M. Otis is announcing its full year outlook: Net sales of $15.0 to $15.3 billion $15.26B consensus Organic sales up low to mid-single digits Organic New Equipment sales down low single digits to flat Organic Service sales up mid to high single digits Adjusted operating profit of $2.5 to $2.6 billion, up $60 to $100 million at constant currency; up $100 to $140 million at actual currency Adjusted EPS up mid to high single digits $4.45 consensus Adjusted free cash flow of $1.6 to $1.7 billion More on Otis Worldwide Beaten Down, Not Broken: Otis Worldwide Is A Forgotten Gem With Upside Potential Headwinds Can't Ground This Elevator Giant: Why I'm Still Bullish On Otis Otis Worldwide: Visible Path To Earnings Acceleration Ahead Otis Worldwide Q4 2025 Earnings Preview Otis Worldwide upgraded at BNP Paribas on valuation, business cycle