This article first appeared on GuruFocus. Apple (AAPL, Financials) is going in a new way in 2026. They are placing their most costly iPhones front and center and holding off on the regular iPhone 18 until next year. According to Nikkei Asia, this decision shows that Apple is changing its strategy and putting more resources on high-end models, such its first-ever foldable iPhone.The next range will...
This article first appeared on GuruFocus. Apple (AAPL, Financials) is going in a new way in 2026. They are placing their most costly iPhones front and center and holding off on the regular iPhone 18 until next year. According to Nikkei Asia, this decision shows that Apple is changing its strategy and putting more resources on high-end models, such its first-ever foldable iPhone.The next range will include two improved non-folding models with bigger screens and better cameras. They will come out in the second half of 2026. But the regular iPhone 18 won't be out until early 2027.People who know of Apple's plans believe that the decision is partially to deal with escalating chip costs and supply-chain challenges. "Right now, the most important things are keeping the pipeline clear and protecting margins," an official from a supplier told Nikkei.Apple's move comes after a record breaking holiday quarter, when iPhone sales set a new record, showing that demand for its high-end handsets is still robust, even as prices go up.
Algoma Central ( ALC:CA ) declares CAD 0.21/share quarterly dividend , 5% increase from prior dividend of CAD 0.20. Forward yield 3.19% Payable March 2; for shareholders of record Feb. 13; ex-div Feb. 13. See ALC:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Algoma Central Seeking Alpha’s Quant Rating on Algoma Central Dividend scorecard for Algoma Central Financial information fo...
Algoma Central ( ALC:CA ) declares CAD 0.21/share quarterly dividend , 5% increase from prior dividend of CAD 0.20. Forward yield 3.19% Payable March 2; for shareholders of record Feb. 13; ex-div Feb. 13. See ALC:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Algoma Central Seeking Alpha’s Quant Rating on Algoma Central Dividend scorecard for Algoma Central Financial information for Algoma Central
European leveraged loan issuance hit a record this week as a wave of private equity-backed firms tapped ferocious investor demand to cut their borrowing costs. Over €26.5 billion ($31.6 billion) of term loans were issued this week, the equivalent to around 5.3% of the total European leveraged loan market, according to data compiled by Bloomberg. Borrowers are seizing on a lull in geopolitical nois...
European leveraged loan issuance hit a record this week as a wave of private equity-backed firms tapped ferocious investor demand to cut their borrowing costs. Over €26.5 billion ($31.6 billion) of term loans were issued this week, the equivalent to around 5.3% of the total European leveraged loan market, according to data compiled by Bloomberg. Borrowers are seizing on a lull in geopolitical noise to tap debt markets, mindful of the vast amount of money sitting on the sidelines that could be put to work trimming some of the interest on their debts. Repricings and refinancings, rather than new-money deals, dominated the term loan issuance. Drug firm Dechra, for instance, managed to shave 50 basis points off both its euro- and dollar-denominated term loans, while Nordic tool supplier Ahlsell cut 75 basis points off its €2.6 billion debt. Junk Bonds Borrowers also offered investors over €7.2 billion of high-yield bonds — the highest amount in a week since July. But in a relatively benign interest rate environment, private equity firms tend to gravitate more toward loans due to their greater flexibility and easier repayment terms. Last year the region saw record issuance of collateralized loan obligations — the biggest buyers of leveraged loans. As a result there are more CLO warehouses open as ever before. That, combined with the massive inflows into high-yield bond funds, means investors have so much cash on hand they are willing to accept lower yields to keep their money at work. Despite a brief uptick during Thursday’s tech-induced selloff , the iTraxx Xover index , a key gauge of junk debt risk sentiment, has been hovering near four-year lows this week, giving borrowers a window of opportunity. “The market knew that we were going to see an increase in issuance in the first quarter of the year, but politics kept the first three weeks of January very, very quiet so it is a bit of a catch up,” said Frits Lieuw-Kie-Song, a portfolio manager at Ironshield Capital Manag...
DKosig Church & Dwight Co. ( CHD ) reported revenue rose 3.8% year-over-year in Q4 to an in-line $1.64B. Organic sales increased 0.7% for the New Jersey-based company, despite a 130 basis point impact from a decline in the now exited VMS business and a deceleration in category growth. Organic sales fell 0.1% in the consumer domestic segment. Notably, organic growth in Therabreath mouthwash, Arm & ...
DKosig Church & Dwight Co. ( CHD ) reported revenue rose 3.8% year-over-year in Q4 to an in-line $1.64B. Organic sales increased 0.7% for the New Jersey-based company, despite a 130 basis point impact from a decline in the now exited VMS business and a deceleration in category growth. Organic sales fell 0.1% in the consumer domestic segment. Notably, organic growth in Therabreath mouthwash, Arm & Hammer liquid laundry detergent, and Hero acne products was offset by declines in the vitamin business and Oxiclean. Organic sales rose 3.6% in the consumer international segment, led by the Hero, Arm & Hammer, and Therabreath brands. Adjusted gross margin was up 90 basis points during the quarter to 45.5% of sales and topped the company's own guidance. The increase was driven by productivity programs, higher volumes, and business and acquisition mix and was partially offset by inflation and tariff costs net of mitigation efforts. As of December 31, Church & Dwight's ( CHD ) total debt was $2.2B and cash-on-hand was $409M. "Our strong cash flow and balance sheet provide the Company robust liquidity and flexibility as we continue to pursue acquisitions and growth opportunities," highlighted the company. For 2026, Church & Dwight ( CHD ) expects volume-driven organic sales growth of approximately 3% to 4%. For Q1, Church & Dwight ( CHD ) expects EPS of $0.92 vs. $0.96 consensus. "We continue to drive both dollar and volume share gains in many of our brands, which we expect to continue in 2026. Our consistent delivery of sales growth, focus on margin expansion, and efficient working capital management lead to strong cash flow generation, enabling our continued focus on growing our brands organically and acquiring great new brands," stated CEO Rick Dierker. Shares of Church & Dwight ( CHD ) rose 2.3% in premarket action. The household products stock is up close to 10% for the early part of the year. More on Church & Dwight Church & Dwight: Quality Business Is Facing Some Challe...
This article first appeared on GuruFocus. Shares of Tesla (NASDAQ:TSLA) rose about 2% on early Friday after Bloomberg reported Space Exploration Technologies Corp, better known as SpaceX, is exploring a merger with Tesla or an alternative tie-up with Elon Musk's AI company xAI, people familiar with the matter said. The discussions could see xAI shares swapped for SpaceX equity ahead of a potential...
This article first appeared on GuruFocus. Shares of Tesla (NASDAQ:TSLA) rose about 2% on early Friday after Bloomberg reported Space Exploration Technologies Corp, better known as SpaceX, is exploring a merger with Tesla or an alternative tie-up with Elon Musk's AI company xAI, people familiar with the matter said. The discussions could see xAI shares swapped for SpaceX equity ahead of a potential mid-2026 initial public offering, the sources said. Tesla disclosed in a recent filing that it entered on Jan. 16 into an agreement to invest about $2 billion for Series E preferred shares of xAI, a move that tightens financial and strategic links across Musk's firms. Analysts say it would allow Starlink's satellite network to serve as a backbone for xAI's heavy computing needs and could link Tesla's energy and robotics businesses with space-based AI plans. Critics warned the proposal faces regulatory, technical and cost hurdles, including orbital debris and radiation shielding for on-orbit data centres. SpaceX and Tesla did not immediately respond to requests, and Bloomberg and Reuters cautioned the talks remain preliminary.
The fourth-quarter earnings season for the Auto-Tires-Trucks sector is underway. So far, three S&P 500 sector components— Tesla, General Motors and PACCAR— have reported quarterly numbers. While Tesla and General Motors beat earnings expectations, PACCAR matched the same. Per the Earnings Trend report dated Jan. 23, the auto sector’s earnings for fourth-quarter 2025 are expected to decline 12.9% o...
The fourth-quarter earnings season for the Auto-Tires-Trucks sector is underway. So far, three S&P 500 sector components— Tesla, General Motors and PACCAR— have reported quarterly numbers. While Tesla and General Motors beat earnings expectations, PACCAR matched the same. Per the Earnings Trend report dated Jan. 23, the auto sector’s earnings for fourth-quarter 2025 are expected to decline 12.9% on a year-over-year basis. Revenues are also estimated to contract 5.7%. With a majority of companies left to release fourth-quarter results, we have identified — with the help of the Zacks Stock Screener — a few auto players, which are positioned to outshine the Zacks Consensus Estimate this earnings season. These include Ford F, QuantumScape QS, BorgWarner BWA and Lear Corp. LEA. Before we discuss the companies, let’s take a look at the factors shaping the quarterly performance. Factors at Play The U.S. auto industry lost steam in the fourth quarter after a strong run earlier in the year. Vehicle sales slowed noticeably, with the annualized pace falling to 15.6 million units from 16.4 million in the third quarter, per Cox Automotive. This made the fourth quarter the weakest period of the year. Tariffs on imported vehicles and components continued to pressure automakers, raising costs and weighing on profitability. Inflation also remained a concern, squeezing both manufacturers and consumers. After nine months of resilient demand, these pressures finally caught up with the market. Affordability became a major issue for buyers. New vehicle prices climbed to record levels, with the average transaction price reaching $50,326 in December, according to Kelley Blue Book. The electric vehicle (EV) market saw an even sharper slowdown. After a strong third quarter, EV demand cooled rapidly in the fourth quarter following the expiration of federal tax credits in early October. Per Cox Automotive, EV sales were 234,000 units in the fourth quarter, down 46% and 36% on a sequential and ...
The fourth-quarter earnings season for the Auto-Tires-Trucks sector is underway. So far, three S&P 500 sector components— Tesla, General Motors and PACCAR— have reported quarterly numbers. While Tesla and General Motors beat earnings expectations, PACCAR matched the same. Per the Earnings Trend report dated Jan. 23, the auto sector’s earnings for fourth-quarter 2025 are expected to decline 12.9% o...
The fourth-quarter earnings season for the Auto-Tires-Trucks sector is underway. So far, three S&P 500 sector components— Tesla, General Motors and PACCAR— have reported quarterly numbers. While Tesla and General Motors beat earnings expectations, PACCAR matched the same. Per the Earnings Trend report dated Jan. 23, the auto sector’s earnings for fourth-quarter 2025 are expected to decline 12.9% on a year-over-year basis. Revenues are also estimated to contract 5.7%. With a majority of companies left to release fourth-quarter results, we have identified — with the help of the Zacks Stock Screener — a few auto players, which are positioned to outshine the Zacks Consensus Estimate this earnings season. These include Ford F, QuantumScape QS, BorgWarner BWA and Lear Corp. LEA. Before we discuss the companies, let’s take a look at the factors shaping the quarterly performance. Factors at Play The U.S. auto industry lost steam in the fourth quarter after a strong run earlier in the year. Vehicle sales slowed noticeably, with the annualized pace falling to 15.6 million units from 16.4 million in the third quarter, per Cox Automotive. This made the fourth quarter the weakest period of the year. Tariffs on imported vehicles and components continued to pressure automakers, raising costs and weighing on profitability. Inflation also remained a concern, squeezing both manufacturers and consumers. After nine months of resilient demand, these pressures finally caught up with the market. Affordability became a major issue for buyers. New vehicle prices climbed to record levels, with the average transaction price reaching $50,326 in December, according to Kelley Blue Book. The electric vehicle (EV) market saw an even sharper slowdown. After a strong third quarter, EV demand cooled rapidly in the fourth quarter following the expiration of federal tax credits in early October. Per Cox Automotive, EV sales were 234,000 units in the fourth quarter, down 46% and 36% on a sequential and ...
Chevron ( CVX ) declares $1.78/share quarterly dividend , 4.1% increase from prior dividend of $1.71. Forward yield 4.16% Payable March 10; for shareholders of record Feb. 17; ex-div Feb. 17. See CVX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Chevron Chevron Q4: Taking Profits While Awaiting A Correction And A Less Uncertain Environment Chevron: Appealing, But Upside May Be Limite...
Chevron ( CVX ) declares $1.78/share quarterly dividend , 4.1% increase from prior dividend of $1.71. Forward yield 4.16% Payable March 10; for shareholders of record Feb. 17; ex-div Feb. 17. See CVX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Chevron Chevron Q4: Taking Profits While Awaiting A Correction And A Less Uncertain Environment Chevron: Appealing, But Upside May Be Limited Near Term Exxon Mobil Vs. Chevron: One Oil Giant Stands Above The Other Chevron Non-GAAP EPS of $1.52 beats by $0.08, revenue of $46.87B beats by $210M Q4 preview: Chevron profit seen sliding sharply; Exxon stands out amid Venezuela-linked oil risks
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CoreWeave (NasdaqGS:CRWV) is facing multiple securities class action lawsuits tied to alleged misstatements about its capacity to meet AI infrastructure demand and its dependence on a single third party data center supplier. The legal actions focus on disclosures around revenue r...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CoreWeave (NasdaqGS:CRWV) is facing multiple securities class action lawsuits tied to alleged misstatements about its capacity to meet AI infrastructure demand and its dependence on a single third party data center supplier. The legal actions focus on disclosures around revenue recognition, operational resilience, and supplier concentration at a time when AI infrastructure spending is drawing intense market attention. In parallel, Nvidia has agreed to a US$2b investment and a deeper partnership intended to support CoreWeave’s buildout of AI focused data centers. CoreWeave positions itself as an AI focused cloud provider, supplying infrastructure that supports training and running large models. The fresh US$2b backing from Nvidia reflects how central high performance compute capacity has become for chipmakers, software platforms, and enterprises building AI products. For you as an investor, the key issue to monitor is the tension between new capital and partnership support on one side and the unresolved legal and disclosure questions on the other. How CoreWeave responds to the lawsuits, updates its risk disclosures, and structures supplier relationships could influence market confidence in NasdaqGS:CRWV over time. Stay updated on the most important news stories for CoreWeave by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on CoreWeave. NasdaqGS:CRWV 1-Year Stock Price Chart Why CoreWeave could be great value The key tension for you as a shareholder is that Nvidia has just written a US$2b equity check into CoreWeave at US$87.20 per share and tied its AI-factory plans closely to CoreWeave, while multiple class actions now question how the company previously described its capacity, revenue timing and reliance on a single third-party data center supplier. That mix of fresh capital and legal ...
(RTTNews) - American Express Co. (AXP) announced a profit for its fourth quarter that Increased, from last year The company's earnings totaled $2.429 billion, or $3.53 per share. This compares with $2.139 billion, or $3.04 per share, last year. The company's revenue for the period rose 10.5% to $18.980 billion from $17.179 billion last year. American Express Co. earnings at a glance (GAAP) : -Earn...
(RTTNews) - American Express Co. (AXP) announced a profit for its fourth quarter that Increased, from last year The company's earnings totaled $2.429 billion, or $3.53 per share. This compares with $2.139 billion, or $3.04 per share, last year. The company's revenue for the period rose 10.5% to $18.980 billion from $17.179 billion last year. American Express Co. earnings at a glance (GAAP) : -Earnings: $2.429 Bln. vs. $2.139 Bln. last year. -EPS: $3.53 vs. $3.04 last year. -Revenue: $18.980 Bln vs. $17.179 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...